Professional advisory services contract

This panel offers professional advisory services including commercial, finance, tax and probity advice.


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

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

What’s covered?

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 Services

  • 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.

Supplier details

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

Log in to the contracts portal to download confidential contract information and pricing.

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.

Organisations should also make sure they understand the complexity and capability policy.

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:

PAS - - - - .

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.

Department contacts

Department Department representative
Department of Jobs, Precincts and Regions Olga Carlton, Lead Strategic Procurement Specialist
03 8392 6290
Department of Transport Rebecca Sargeant, Strategic Procurement Specialist
03 8392 7051
Department of Education and Training Joanne Roberts, Manager, Corporate Procurement
03 9097 7459
Department of Environment, Land, Water and Planning

Dom Newport, Category Manager, Professional Services
03 9194 0809

Jordanna Norberg, Category Manager Professional Services
0424 590 566

Department of Treasury and Finance Colin McCann, Manager, Procurement Resource Unit
03 9651 5674
Department of Premier and Cabinet Kevin Duong, Senior Procurement Advisor
03 7017 3322
Department of Justice and Community Safety Melissa Rundle, Contract Manager
03 8684 7242
Department of Health and Human Services

Chris Lindsey, Manager, Strategic Procurement
03 9096 2918

Rosemary Walker, Category Manager, Procurement
03 9096 2637

Victoria Police Anne Balagnaeshan, Category Manager
03 9247 5896
VicRoads Felicity Roberts, Manager, Procurement
03 9854 2010
Public Transport Victoria Aaron Hawker, Category Manager
03 9027 4991

Reviewed 13 May 2019

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