This panel offers professional advisory services including commercial, finance, tax and probity advice.
Lead agency: Department of Treasury and Finance
Conditions of use: Mandatory
Contract reference number: SS-03-2015
Arrangement type: Panel
Start date: 1 September 2015
End date: 31 August 2019 (1 year extension option remaining)
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No more panel refreshes will be conducted for the remaining contract term. A new market approach is expected in 2019.
Key benefits of this panel include:
- a consistent approach to project development
- access to qualified advice across a huge range of services
- variety of suppliers including SMEs, sole operators and small partnerships
This contract covers these main areas of professional advisory services:
Commercial and Financial Advisory Services (CAFAS)
- CAFAS CA-1: strategic policy review, reform and project development (including service need analysis, service planning, feasibility studies and strategic assessments)
- CAFAS CA-2: business case preparation and deployment
- CAFAS CA-3: market engagement and implementation
- CAFAS CA-4: commercial contract management
- CAFAS CA-5: project, program and business review (including business reorganisation reviews)
- CAFAS CA-6: general commercial advice including commercial negotiations
Tax Advisory Services (TAS)
- TAS TA-1: GST and luxury car tax
- TAS TA-2: employment taxes including fringe benefits tax (FBT) and pay as you go (PAYG)
- TAS TA-3: state taxes including payroll tax, stamp duty, land tax and congestion levy
- TAS TA-4: superannuation guarantee
- TAS TA-5: national tax equivalents regime (NTER), income and corporate tax
- TAS TA-6: excuse including fuel tax credits scheme (FTCS) and customs duty
- TAS TA-7: international taxes
- TAS TA-8: other advice including petroleum resources rental tax and film concessions
Financial Assessment Services (FAS)
- FAS FA-1: prequalification assessment
- FAS FA-2: tender assessment
- FAS FA-3: monitoring specific contracts in progress
- FAS FA-4: adhoc -specialised assessment
- Probity PR-1: probity advisory services
- Probity PR-2: probity auditing services
This contract doesn’t offer advice for services including IT, engineering, architectural or anything else not in this list.
This contract has over 220 suppliers. You can browse all the suppliers in the following document.
Join this contract
To join this contract and access more information:
Register for the contracts portal
Access for non mandated organisations
A government owned entity, local government council or government supported organisation can request to access the panel. To request access complete the user agreement and submit the form to the category manager for approval.
There is no requirement for mandated organisations to complete a user agreement. Mandated organisations are only required to complete the on-line confidentiality application form to access the confidential information.
Use this contract
Anyone using this contract must follow the rules of use:
Step 1. Read the user guides and understand your role
Step 2. Work out the services you need
You can only choose a supplier for the service category they’ve been qualified for. In general, the more complex services you need, the more quotes you should ask for.
Step 3. Get internal approval to send a request for proposal
Speak with your organisation’s primary contact and get their approval before organising a request for proposal (RFP).
Step 4. Create an RFP
You should define the scope of work, then create criteria to evaluate each engagement. The criteria should specify how each service provider will be evaluated, and how those criteria are ranked in order of relevance.
Evaluations should have both qualitative and quantitative criteria to better evaluate value for money.
When you issue an RFP, you need a unique reference number. Use this method:
For example: PAS-CAFAS – DTF – 2015 – 0000.
Step 5. Send the RFP then choose a supplier
Evaluate each proposal based on the criteria you sent in the RFP.
Remember, the supplier’s prices should be in line with the price list. The fees and charges on that list are ceiling rates, and should be discounted based on the nature of the proposal.
If the supplier offers a fixed fee, you should ask for a per-hour breakdown to see if the proposal is cost efficient.
Step 6. Get internal approval
Make sure you get internal approval from your organisation before sending a purchase order.
This includes financial and procurement approval. Please make sure confidentiality deeds and conflict of interest forms are completed before any work begins. Get these forms from your internal procurement unit.
Step 7. Send a purchase order
Select a supplier based on value for money, (including a per-hour breakdown).
You should inform unsuccessful suppliers, and if relevant, tell them how they could have improved their RFPs.
Step 8. Manage the engagement
Make sure you follow the rules of use when engaging the supplier.
You must pay invoices within 30 days, (or within any other payment period as agreed with the supplier). If the invoice isn’t paid in that period, the supplier might make a claim for penalty interest.
You are responsible for managing any disputes. (Resolution processes are outlined in Clause 23 of the contract).
You must tell the Department of Treasury and Finance of any possible disputes.
Evaluate performance after the contract
To assist us with improvement, complete the survey link below. You should feel free to provide open and honest feedback about your supplier experience.
It will take between 5-7 minutes to complete, please click survey to start.
Exemptions from using this contract may be permitted. Please refer to the user guide for more information.
Reviewed 13 May 2019