Performance and Management Services Scheme
- Recommended
Date: | 20 Feb 2020 - 19 Feb 2022 | |
---|---|---|
Updated: | 12 Feb 2021 | |
Managed: | NSW Procurement | Contact owner |
Type: | Whole of government | |
Scheme Number: | SCM0005 |
Range of services
The services that suppliers are prequalified to supply are categorised by engagement types:
- Government and business strategy
- Business processes
- Project management
- Change management
- Financial services
- Audit, quality assurance and risk
- Taxation
- Human resources
- Procurement and supply chain
- Marketing and customer
- Actuarial service
- Transaction services
- (not in use)
- Specialised services
- Infrastructure services
There are also sub-engagements types. View PMS Scheme engagement types for the full list.
Engagement types 1 to 13 are covered by the mandated standard commercial framework for the PMS Scheme.
From 1 July 2020, only approved specified personnel of prequalified probity suppliers of the PMS scheme can provide probity services under the scheme. View the list of approved specified personnel in the list of suppliers tab.
Tools, templates and resources
View the professional services category page to download templates and tools for buying professional services.
Key benefits for buyers and suppliers
Benefits for buyers
- Access to a range of suppliers including regional and small and medium-sized enterprises.
- Leverage niche and high-end consulting organisations.
- Access to a supplier performance management framework, including reporting and management.
- Linked with eQuote to enable supplier selection and quoting via a secure site.
Benefits for suppliers
- Easier to do business with government buyers.
- Increased visibility to buyers.
- Join the scheme at any time through a self-service, online application process.
- Request prequalification for additional engagement types.
- Base level prequalification – streamlined access for newly created businesses.
Prequalified professional services suppliers
Find prequalified suppliers and the engagement types (capabilities) they’re approved to supply by either:
- downloading the PMS Scheme supplier list XLSX, 2303.63 KB (updated periodically)
- accessing real-time supplier data on eQuote.
The list includes:
- contact details, including business/trading name, ACN/ABN, website
- if the supplier is fully prequalified or a base supplier
- approved engagement types (capabilities)
- small/medium business status
- Aboriginal-owned business status
- if the supplier has or hasn't accepted the standard commercial framework.
Probity services personnel
Only the following approved personnel of prequalified probity suppliers can provide probity services under the PMS Scheme:
- Ryan Callow JACKSON
- Heath Daniel JESS
- James Douglas BAXTER
- Melissa Jean BARNARD
- Jaymee Maree BIRLESON
- Angus McQuillen FRASER
- Christopher Liam HANDLEY
- Warwick Craig SMITH
- Simon John TAYLOR
- Daniel John MCPHEE
- Tiffany Jane BLACKETT
- Victoria Rosemary DENNEY
- Kevin Edward LAWLESS
- Gerald Duncan KOHN
- Victor George BAUERIS
- Ronald William SCHAFFER
- Rhonda Gail STIEN
- Shane Anthony BOYD
- Gordon EASTWOOD
- Vicki Marie KLUM
- Daemoni BISHOP
- Christopher Hilton LEEDS
- Sharon Jannelle PEARCE
- Anthony LEE
- Ivan Tze Khiong FOO
- Alasdair John FULLER
- Alfred Martin SAID
- Arthur MEGALOCONOMOS
- Beth Louise NILAN
- Craig Andrew SPARKS
- Dave John GROSVENOR
- Eric PUNG
- George Raymond BAWTREE
- Gregory Peter BURNHEIM
- James Andrew SMART
- John Patrick RENSHAW
- John Barry PINHORN
- Kevin Ron WILLIAMS
- Kylie Anne MCRAE
- Nilesh Arun RAJE
- Peter James BARNETT
- Philip Tze-Chung POON
- Prudence Fleur SHEAVES
- Richard Michael O'NEILL
- Robert William WALDERSEE
- Rochelle Deanne KIRK
- Andrew Gerard MARSDEN
- Michael Stephen Norman AUSTIN
- Robert John HOSKING
- Rory Francis O'CONNOR
- Sarah Nicole MULLINS
- Donald Christopher WALTER
- Mark Christopher DRIESSEN
- Ashley Mark COWAN
- Leonard Edward WITHERS
- Mitchell Allan MORLEY
- Mark Jason HENDERSON
- Arthur Alan FREUDIGER
- Matthew JAMES DICKSON
- Michael SHATTER
- Ankitha MAHISHI
- Phil Garven THOMAS
- Satindar SINGH
- Tranquility Skye CLINTON
- Nadine Ellenor TURNER
- Joseph Michael MANNER
- Lindsey Claude ALFORD
- Rogers Christensen FITZGERALD
- Michael Joel ROBINSON
- Mark Anthony GRANT
- Samuel Peter KING
- Shane Andrew LAMONT
- Justin David SARA
- Dougall LODGE
- Yvonne Margaret BUTLER
- Neil Alexander MCLACHLAN
- Paul Francis MARSH
- Benjamin Paul OWENS
- Phillip Gerrard O'TOOLE
- Howard Nickson John ELLIOTT
- Gregory WATERS
- Peter Andrew MULHALL
- Penelope Ann CORKILL
- Daphne Charlotte Louise BROWN
- Christopher Charles WHEELER
- Graham Richard GORRIE
- Brett Robert HANGER
- Vishal Purshottam MODI
- Andrew Shane HOFFMANN
- Brian Mark AMBLER
- Patrick John RODGERS
- Eric DE HAAS
- Paul Alexander CURBY
- Scott Malcolm MCLINTOCK
- Phillip John HOSKIN
- Sandra Gai LAWRENCE
- Candice Najla MCKERRELL
- Jason Peter MASTERS
- Michaela Angelique WAKE
- Kaye MAHONEY
- Gary Edward BENBOW
- Peter Gerard FRIEND
View how to buy from the PMS Scheme for guidance, including a step-by-step process.
Procurement system
Agencies can use their own internal procurement systems or use eQuote.
eQuote allows government buyers to download supplier lists, create and issue requests for quotes/proposals and award contracts online.
eQuote training is required for new users.
After completing eQuote training, register to use eQuote by contacting your agency's eTendering administrator and having the ‘agency buyer’ role added to your eTendering profile.
If you are unsure who your agency administrator is, please email nswbuy@treasury.nsw.gov.au
Requirements for buyers
Before engaging a supplier from the scheme, learn about your obligations when buying from the scheme, including:
- the scheme rules DOCX, 279.3 KB and the guidelines for agencies DOCX, 222.37 KB
- PBD-2019-01-Engagement of professional services suppliers which mandates the use of the standard commercial framework when buying engagement types 1 to 13
- other policy requirements, including the Small and Medium Enterprises (SME) and Regional Procurement Policy and the Aboriginal Procurement Policy.
Governance arrangements for non-compliant engagements
A more stringent approval process applies for engagements that do not comply with the standard commercial framework, including the following scenarios:
- Where the supplier has not accepted the standard commercial framework.
- Where the proposal is not compliant with the standard commercial framework.
You must complete the following actions for each non-compliant engagement:
- Get approval from your Secretary, Executive Agency Head or cluster Chief Financial Officer, but only once satisfied that the work cannot be undertaken under the standard commercial framework.
- Ensure engagements are competitively bid with at least 3 quotes to ensure value for money.
- Report the engagement via the Major Suppliers' Portal following the reporting non-compliant engagements guide DOCX, 2413.29 KB.
Rate cards
The standard commercial framework applies to engagement types 1 to 13 and is mandated by PBD-2019-01-Engagement of professional services suppliers.
The framework ensures better commercial outcomes using:
- engagement types
- resource types
- capped resource rates
- discount structure
- capped expenses and standard expense types
- target resource mix.
You should negotiate rates based on the requirements of the project.
You must not exceed the framework rates without following the non-compliance process.
View What is the standard commercial framework? for more information.
Access the standard commercial framework
The standard commercial framework is available to NSW Government staff with a valid email address via the Major Suppliers' Portal.
For help with registering and gaining instant access to the Major Suppliers' Portal, access the new user self registration guide DOCX, 336.97 KB or email nswbuy@treasury.nsw.gov.au
The standard commercial framework is commercial-in-confidence and should not be shared or discussed outside of government.
Insurance
Suppliers must maintain insurance policies for public liability and workers' compensation as per the PMS Scheme rules and where required by law.
Professional indemnity insurance is not mandatory but may be required for some engagements. As buyers, you should determine the level of cover and monetary limit required based on the level of risk and type of engagement.
Before engaging a supplier, you should check the currency of suppliers’ insurance by requesting copies of their certificates.
Performance evaluation
You must complete supplier performance reports for:
- all engagements over $150,000 (excluding GST)
- poor performance.
Complete the performance report template DOCX, 47.24 KB at the end of the engagement and email to pms@treasury.nsw.gov.au
To send feedback on the PMS Scheme, please complete the feedback form for agencies DOCX, 24.27 KB and email it to pms@treasury.nsw.gov.au.
Tools, templates and resources
View the professional services category page for a range of resources and support to help you buy professional services using the PMS Scheme.
- Standard form of agreement - agreement details - advanced/full suppliers DOCX, 49.62 KB
- Standard form of agreement - agreement details - base suppliers DOCX, 48.11 KB
- Supplier engagement compliance checklist for standard commercial framework - recommended XLSM, 2864.11 KB
- Supplier engagement compliance checklist for standard commercial framework DOCX, 53.47 KB
Applying to the scheme
Before applying
Please review:
- PMS scheme application guide for new applicants
PPTX, 521.56 KB - PMS scheme guide to modify existing applications (current scheme suppliers)
PPTX, 367.62 KB - PMS scheme rules DOCX, 279.3 KB
- PMS Scheme guidelines for applicants DOCX, 257.24 KB.
There are 2 types of prequalification for the PMS Scheme:
- full/advanced: for established suppliers; can be engaged with no value limit.
- base level: for newly established businesses; for low-risk engagements valued up to $50,000 excluding GST.
As part of the application, suppliers select the engagement types they wish to offer and provide evidence of their organisation's or principle consultants’ capabilities.
Experience within or outside of Australia is relevant, but the resources must be available to provide services in NSW.
Application process
To apply:
- Register on eTendering to create an account.
- Start an application by logging in with your user account.
- Select the prequalification type you wish to apply for – base level or full prequalification.
- Answer the questions and upload the required documentation. Note: It will take some time to prepare your answers and documents for upload. Please provide all information requested before submitting your application, or your application may be rejected.
- After submitting your application, the NSW Treasury will conduct:
- an eligibility assessment for Base level applications
- a detailed evaluation for Full prequalification applications.
- You will be notified of the outcome via email within 4 weeks.
Note: Completing your application on a large screen is easier.
Guidelines and conditions
Refer scheme rules tab on this page.
Insurance
Suppliers must maintain insurance policies for public liability and workers' compensation as per the scheme rules and where required by law.
Professional indemnity insurance is not mandatory but may be required for some engagements. NSW Government buyers determine the level of cover and monetary limit required based on the level of risk and type of engagement.
Prior to engagement, buyers may request you provide proof of valid insurance.
Access the standard commercial framework
The standard commercial framework includes commercial-in-confidence information that is not publicly available. This includes:
- capped resource rates
- discount structure
- capped expenses
- resource mix targets.
Prequalified suppliers can find this information by logging into eTendering, clicking on their name in the top right and selecting ‘Scheme applications’. The details are available under the questionnaire section within the ‘standard commercial framework’ heading.
For suppliers applying to the PMS Scheme, this information will form part of the online application process in the scheme documents.
Confirm your proposals comply with the standard commercial framework
From January 2019, when a prequalified PMS Scheme supplier submits a proposal to an agency for engagement types 1 to 13, the supplier will be asked to complete and submit a checklist:
- recommended version: supplier engagement compliance checklist for standard commercial framework - recommended XLSM, 896.66 KB
- alternative Word version: supplier engagement compliance checklist for standard commercial framework DOCX, 53.47 KB.
Data reporting for major suppliers
Suppliers that account for major spend in this scheme are required to complete monthly compliance reporting on all professional services engagements.
Download the suppliers' data collection template XLSX, 217.38 KB.
Updating your details
To maximise supply opportunities, prequalified suppliers should check their information in eTendering is current and correct, including:
- contact person
- email address
- locations that you service
- company profile
- organisational experience
- number of employees.
View instructions on how to update your registered email address PDF, 214.32 KB and how to edit your company information PDF, 547.59 KB, including company details, office details, questionnaire
Managing requests
Suppliers may receive a request for services (RFx) from potential buyers through the eQuote system. Suppliers can:
- view requests
- send intent to respond
- respond to a request
- ask questions
- withdraw a response or decline an invitation online.
View eQuote training materials, including simulations on how to respond to a RFx.
Rate cards / fees
The standard commercial framework for the PMS Scheme is mandatory for engagement types 1 to 13. It includes capped daily rates for engagement types, per resource type.
Supplier rates should be based on the requirements of the project.
If your rates for engagement types 1 to 13 exceed the capped rates, the buyer must follow a stringent non-compliance approval and reporting process.
Engagement types 14 and 15 are not covered under the standard commercial framework. The capped rates do not apply for these engagement and sub engagement types.
Suppliers that are prequalified for engagement types 14 and 15 must upload a rate card in eTendering.
Performance evaluation
At the end of an engagement buyers must complete supplier performance reports for:
- all engagements over $150,000 (excluding GST)
- poor performance.
Feedback
To send feedback on the PMS Scheme, please complete the feedback form for suppliers DOCX, 25.17 KB and email it to nswbuy@treasury.nsw.gov.au
- Download the PMS Scheme rules DOCX, 279.3 KB
- Download the PMS Scheme guidelines for applicants DOCX, 257.24 KB
- Download the Overview of standard commercial framework PPTX, 346.85 KB
Professional services category
Policies, procedures, legislation
- Procurement Policy Framework
- Procurement Board Direction 2019-01 Engagement of professional services suppliers (PBD 2019-01, mandatory)
- Procurement Board Direction 2013-05 Engagement of probity advisers and probity auditors (PBD 2013-05, historic reference only - this PBD has been withdrawn)
- Small and Medium Enterprises (SME) and Regional Procurement Policy
- Aboriginal Procurement Policy.
- Annual Reports (Departments) Regulation 2015 on the NSW Legislation website
Using the PMS scheme
- Process map for buying professional services PDF, 286.61 KB
- Downloadable PMS scheme supplier list XLSX, 2303.63 KB (updated periodically)
- Scheme rules DOCX, 279.3 KB
- Scheme engagement types
- Application guide for new applicants PPTX, 521.56 KB
- Guidelines for applicants DOCX, 257.24 KB.
- Guide to modifying existing applications (current scheme suppliers) PPTX, 367.62 KB
Standard commercial framework
- Overview of standard commercial framework PPTX, 346.85 KB
- Guidance for buyers: Standard commercial framework
- Standard commercial framework on the Major Suppliers' portal (requires login)
- Standard form of agreement: Agreement Details for advanced/full suppliers (PMS Scheme) DOCX, 49.62 KB
- Standard form of agreement: Agreement Details for base suppliers (PMS Scheme) DOCX, 48.11 KB
- Checklist for supplier engagement compliance: recommended version for standard commercial framework - XLSM, 2864.11 KB
- Checklist for supplier engagement compliance: alternative version for standard commercial framework DOCX, 53.47 KB
Online tools and training
- eQuote portal (supplier lists, requests for quotes/proposals)
- eQuote training materials for suppliers
- Major Suppliers' Portal (MSP) (for exceptions reporting)
- MSP guide to use: new user self-registration guide DOCX, 336.97 KB
- MSP guide to use: reporting non-compliant engagements guide DOCX, 2413.29 KB.
Resources for buyers
- Guidelines for agencies DOCX, 222.37 KB
- Guide for buyers: definition of a consultant PPTX, 363.66 KB
- Guide for buyers: finding suppliers DOCX, 1120.97 KB
- Guide for buyers: engaging probity advisers and auditors
- Guide for buyers: contract award disclosures DOCX, 489.51 KB
- Guidelines: contingent workforce management (PDF) on the Public Services Commission website
Resources for suppliers
- Register here for eTendering
- Start an application on eTendering
- Guide for new applicants: PMS scheme new applications PPTX, 521.56 KB
- Full set of guidelines for applicants (all suppliers) DOCX, 257.24 KB.
- Guide for suppliers: registering and applying for prequalification schemes DOCX, 1334.33 KB
- Guide for suppliers: modifying existing applications (current scheme suppliers) PPTX, 367.62 KB
- Guide for suppliers: responding to invitations to quote DOCX, 1571.3 KB
- Template: Suppliers' data collection template XLSX, 217.38 KB.
Templates for buying professional services
- Request for quotation Part A: Specification DOCX, 972.36 KB
- Request for quotation Part B: Response XLSM, 2909.83 KB
- Tool: Commercial comparison spreadsheet XLSM, 896.66 KB
- Template: Project brief DOCX, 146.38 KB
- Template: Procurement strategy DOCX, 931.96 KB
- Template: Statement of works DOCX, 141.85 KB
- Template: Performance report template DOCX, 47.24 KB
- Template: Debrief pack PPTX, 599.25 KB
- Template: Consultancy agreement (short form) for non-prequalification scheme DOCX, 63.05 KB
Sending feedback on the scheme
- Buyers: complete the feedback form for agencies DOCX, 24.27 KB and email it to pms@treasury.nsw.gov.au.
- Suppliers: complete the feedback form for suppliers DOCX, 25.17 KB and email it to nswbuy@treasury.nsw.gov.au.
Contact
For questions about using the PMS Scheme, contact the scheme administrator for the professional services category using the details at the top of this page.