queensland government · ~~ general goods and services —professional services document history...

mail attachment- Professional services Category Working Group June 2017.DPtx

Department of Housing and Public Worl<s

Queensland Government

18070R RTI document page no. 1 Release

18070R RTI document page no. 2

m~s for P~,xt meeting Call fo

Co 7m

Genera ~~siness

Meeting close

Update on Professional Servicesc~d \ ~er ~ • - o .~~~e reviews

Update on Professional Se ~c~r-rt-ra...~t~ . nsions ~ ~

Welcome and Opening

Disclose any Conflicts of Interest

Endorsement of previous meeting minutes —Attachment 3

Review of action item register —Attachment 4.1

Update on sourcing activity — Tranche 1

DTESB lfiar~n Whart

~.- _~. _~..-

release 18070R RTI document page no. 3

Finance, Audit and June 2017 Economic Services

ne avant

Tranche 1

Tranche 2

Tranche 3

Tranche 4

Indicative timeline for Tran the 1 (subject to ch actives

stablish an outcome focussed Professional Services panel;

• Ensure appropriate diversity in supply base, including clear consideration for SME's, Aboriginal and/or Torres Strait Island businesses and localised delivery of specialised services where capability exists;

• Enable buyers to contribute to key government priorities through more contemporary procurement practices;

• Simplify the market's dealings with government and reduce `cost to service';

• Generate and share meaningful performance and expenditure data; and

Invitation to Offer released

Teresa Gains

tiger, GG&S Jennifer Burley

Jo Kasmer

Andrew 11r~ari

stand Treasury

Queensland Health

J n 0~

Jul 2 17

Sep 2017

Oct 2017

Nov 2017

Dec 2017

Closing date for questions

Closing date and time for offers

Intended completion date/G~~o istin Suppliers <

Shortlisted Suppliers meei~n and feedback

Intended date for formal notification of successful Supplier

Intended SOAstart date

_tions

rrelevan[ 73 2

18070R RTI document page no. 4 ~2elease

Key Items of Note: All suppliers in SOA 878-13 and 835-10 have been offered an ex until 31St December 2018

• This will coincide with the release and ppointments of th~ran

xi"ing agreement

r " ~) fth P f ~- ,ry relevant 73 2

o e ro e

The panel in total (for all four tranches} is expected to n Transition plan will be developed to assist in ~o~'j~•, betty

sio

.~,che 4 c~s ITO process

d 70 suppliers and new arrangements

Key feedback points from suppliers: • Pleased with the extension and ~p • Some have asked if we c•~ ider • Have asked for clarific~i a ound

appointments • How will the i~-~o~-ting • How will t , ray ~emen~s

process c- ~ -~ -w for the extension term

a~ sitional issues such as use of multiple disciplines for single

nts work under old and new arrangements e communicated internally and externally

18070R RTI document page no. 5 release

nda additions • Any other items for incl or re

• Update on ITO program

• Reporting requirements and timings:

• Benefits Reporting and methodologies

• Supplier Reporting and consideratio

• Customer Reporting and Con

• Contract Reporting and C

Agenda Items for inclusion:

18070R RTI document page no. 7 release

MARSHALL Christian

From:

Joanne Kasmer <[email protected] > Sent:

Wednesday, 14 June 2017 11:24 AM To:

BURLEY Jennifer Subject:

RE: Presentation to PSCWG tomorrow

Hi Jennifer. I received the below email from you but don't have any meeting scheduled for tomorrow. Also I wasn't able to participate on the Tranche 1 Evaluation Panel as previously advised by Debbie : . oks. That may explain why I don't have the meeting in my calendar.

should be able to participate on evaluation panels for future tranches. We've ha longer work in the Finance branch under Debbie Brooks. Debbie is no longer need to clear activity through an alternate contact (Karen Hampson).

Happy to give you an update (or as much as I know anyway).

Regards

Joanne Kasmer Principal Procurement Officer Performance and Governance —Operations and Change Queensland Treasury Level 26, 1 William Street Phone: 3035 3330 (dial full number) Email: [email protected] Web: www.treasury.gld.~ov.au

structure so I no ment Officer so I

Queensland G.overnm~rit

R ~A~~;~iarily ~~~~arMir~y With t/~i~itc~ C~iiak~~t~ fc~ crre~~~~ ~a ~~~~r vvc~r

1':~.a~,tc`~~II~`;'~ c~m~aign is stc:}~ ~ri~~l~~tt:e ayair~s~: ~~~c~~~~er~

From: BURLEYJennif- m.'to:[email protected]] Sent: Wednesday, 14 Jun- X17 10:42 AM To: [email protected]; WHARTON Karen <[email protected]>; Joanne Kasmer <[email protected]>; [email protected] Subject: Presentation to PSCWG tomorrow

Hi All

As part our Working Group meeting tomorrow and would like to present the attached including an update on the ITO process —note that I have included you as part of the Evaluation Panel for the Tranche 1(Finance, Audit and

1 18070R RTI document page no. 8

Release

Economic Services). Are you still ok for me to confirm your participation as an Evaluation Panel member for Tranche 1? If you have any problems with this could you give me a quick call?

Cheers Jen

Jennifer Burley Senior Category Manager —Professional Services ~ General Goods &Services Queensland Government Procurement ~ bepartment of Housing and Public Works Level 2 ~ 60 Albert Street I City ph 07 3215 3553 ~ mby3~Zl ~ email Jennifer.burley(cr~.hpw.gld.gov.au www.hpw.gld.gov.au

Customers first I Ideas Into action I Unleash potential I Be courageous I Empower people I Health

Queensland Government staff can stay up-to-date with procurement news by:

~ Subscribing to Simply Procurement. You can also read past editions on Govnet Y Joining the conversation on QGYammer. Not a member? Email 'oin... ammerQ.ld.....0

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z


~telease

be used for official purposes, e.g. monitoring Departmental Personnel's compliance with Departmental Policies. Personal information will not be divulged or disclosed to others, unless authorised or required by Departmental Policy and/or law.

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3


{ieleasa

ITO QGP 0050~~~ Q~1)

11~ranche 1 ~ 1=finance, Audit and Econom

General Goods anti Services —Professional services

Professional Services

18070R R~I document naae no. 11 elease

Department of Housing and Public Worlcs

Effective Management of Conflicts of Int

t

Roles and Responsibilities

General Goods and Services —Professional services

Contents

Evaluation Panel Recommendation 4

Recommendation 4

Endor$ement 4

Approval 4

Document history 5

Background .. 6

Purpose of this document 7

Project Procurement objectives 7

Probity u 7

Probity Advisor Oversight 7

Fairness and impartiality t3

Confidentiality and security of information and ma -ri- - 8

8

9

Invitation Evaluation Panel ~ 9

Evaluation Panel Chair 9

Evaluation Panel Members 10

Process Overview Officer O 10

Contact Officer (Procurement) 11

Support Officer 11

Probity Advisor 11

Specialist Advi-o 'I'I

Proposed Time - • - 11

Evaluation • ri ~~& eig~ftings 12

Complianc- . n• onformance Evaluation '12

Qualitative (Gen- :I) Assessment 12

Qualitative Scoring 20

Moderation Process 20

Supplier Short-Listing 21

Quantitative Assessment (post Supplier Short-Listing process) 21

Supplier Negotiation 21

File path (optional) Date of document or version number (optional)


Page 2 of 24

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Prior to Close of Offers

Lodgement

Invitation Opening

Evaluation Panel Briefing

ITO Release

Individual assessment

Evaluation -L Non-Conforming Offers

Clarifications (Non-Price)

Clarifications (Price)

Reference and Financial Checks

Evaluation Recorn►rrendation Report

Approvals

Contact with Unsuccessful Suppliers


Decision Making l2

Process 22

22

22

22

23

23

23

23.

23

24

24

2~1

24

24

Page 3 of 24


Role .Name

Sacha Gibson A/Executive Director

General Goods and Services Queensland Government Procurement

Dept of Housing and Public Works

~2elease 18070R RTI document page no. 14

General Goods and Services —Professional servir_es

Evaluation Panel Recommendation

Date s ame Signature Position /Department

Role Name

J ~hifery Senior Category Manager

Senior Category Manager General Goods and Services

Queensland Government Procurement Dept of Housing and Public Works

Manager Systems Practice &Process

Department of Communities

Child Safety &Disabilities

Manager Procurement Department of Science, Information Technology and Innovation

Manager Procurement

Queensland Health

Manager —Policy Office of Small Business pepartment of Tourism, Major Events, S Business

Recommendation /_~ n

Jennifer Burley

Teresa Gaines

Joanna Taylor

Andrew Mirich

Karen Wharton

Role Name

Melissa Smyth

Endorsement

Director Strategic So~r~cing

General Goods and ~S~rvic Queensland Government Procurement

Dept of Housir}y~rrd~P~i blic Works

Page 4 of 24

~~ General Goods and Services —Professional services

Document history

Date Status Key changes made Author/s Reviewer/s

April 2017

Draft Jennifer Burley

May 2017

Draft Evaluation Criteria and Weightings

Jennifer Burley/Cathe 'ne McKee

Sacha Gibson Melissa Smyth

15 June 2017

25 June 2017

Draft Evaluation Criteria and Weightings

Jennifer Burley/ -Merl McKee

S ova Gibson a 'ssa Smyth

Draft Evaluation and Criteria Weightings

Jennifer B e /rather - McKee

egal Team and Probity Advisor

28/6/17 Draft Evaluation Criteria and Weightings

Jen fifer Burley/~ a e 'ne

M~ e~

Sacha Gibson

Melissa Smyth

Version

Draft v1

Draft v2

Draft v3

Draft v4

Draft v5

Page 5 of 24


~elease

ent

v

There will be four (4) ITO processes covering: • Tranche 1: Finance, Audit and Economic Ser~

The purpose of this ITO Process is to seek off_ e capabilities, capacity and experience to pro.

The followin • service functions are

which possess and can demonstrate the dit and Economics Services.

e for this ITO Process:


Background

Queensland Government Procurement (QGP), within the Department of Housing and Public Works, is responsible far enabling and supporting an agency-led, centrally enabled procurement model. The model drives innovation and best practice into how the government procures goods and services, leveraging its significant spend to meet its economic, social, community, regional and environmental policy objectives.

At the conc usion o '~ ~ • -rocess, Is an Iclpa e. a a pane arrangemen or ranc a un•er Professional Services will be entered into with a mixture of large and small to medium enterprises (SMEs), including the capacity to provide for localised delivery of specialised services where capability exists.

Page 6 of 24


Release

Contact Officer, Assessment of ers.

~valuatio


Roles and Responsibilities

The Evaluation Panel shall comprise the following members:

Evaluation Panel

Chair Jennifer Burley

Senior Category Manager, General G o a~ • Services, Queensland Government Procurem n D •a me ► .f Housing and Public Works

Member Teresa Gains Manager, Systems Practice an ~ • ro, ess, ep- ent of Communities, Child Safety a • ► rs- ~' i - ~ ( SD has an MOU with DATSIP to provide proc r- •~ • nt = - ic: s on their behalf)

Member Joanna Taylor Manager Procurement, Depa - n sc •nce, Information

Technology and Innov. ':

Member Andrew Mirich Manager Procuremen , Q~(eeasland ` -alth

~/

Member Karen Wharton Manager— Pol

y"

ffice • S all Business, Department of Tourism, Maj9r en~Sm. I :~ siness

The Procurement Representative performing the Chair role components of the responses will be undertaken by a mix of pa

Evaluation Process Review

Process Overview Officer

\~~~~

Meli a ~ • yt

~~

-ctor -Sourcing, General Goods and Services, ~ eensland Government Procurement, Department of

ousing and Public Works

Contact/Support Officer / Category Specialist, General Goods and Services,

Queensland Government Procurement, Department of Housing and Public Works

Cath- ' e ~ ~cNee

Probity Advisor -vi r+onnelly Principal, Probity and Procurement Stantons International

The Chair is r- •o -.'ble for:

• ensuring the chat "~ :- and direction of all meetings of the Evaluation Panel;

• ensuring the evaluation process complies with this Evaluation Plan;

• ensuring that the Evaluation Panel has sufficient time, information and resources, that there is genuine debate and that the Evaluation Panel arrives at a consensus position or documents differences in position;

ensuring that the Evaluation Panel maintains the highest standards of probity and official conduct;

Page 9 of 24


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rtelevant 73(2)


• ensuring that appropriate security and confidentiality arrangements are in place;

• seeking expertise from other sources on matters relevant to evaluation deliberations, where necessary;

• initiating all contact with Suppliers during the evaluation process (if required and approved by the Process Overview Officer) via the contact officer;

• ensuring that appropriate records are maintained on file;

• preparing the Evaluation Report and ensuring supporting documentation is ~ ile; and

• addressing any challenges to the evaluation process.

Evaluation Panel Member

The Evaluation Panel members are responsible for:

• ensuring the evaluation process complies with this Evaluation Plan;

• evaluating all Offers in accordance with the Evaluation Pla

• thoroughly documenting their reasons for each rating in the ntty~i• a valuation Sheets, to indicate how the rating was determined;

• maintaining appropriate security and confidentialit'

• disclosing any actual, potential or perceived con t ~'rocess Overview Officer and Probity Advisor;

• maintaining the highest standards of probit an• official ~o duct;

• preparing the Evaluation Report and en- r g s . •o n► documentation is on file;

• ensuring that all records used within - •r• --s . ~ returned to the Panel Chair; and

• referring any communications recej~• •m +pl ers or related parties during the Evaluation Process to the Contact Officer.

Page 10 of 24


Deparhnent of Housing and PuUlic Worlcs

~; i~~ Queensland ~ Government


Evaluation Plan


ITO QGP 0050-'17 (T1)

Tranche `~ ~ finance, Audif and Econom

Amendment Number 01 \~

Date 5 Septe •~ b •~ 0 7

18070R RTI document page no. 35 ~2elease

General Goods and Services —Professional services •

Variation

Date 5 September 2017

Type Variation 01

1. Variation Section -Roles and Responsibilities

Invitation Evaluation Panel

Two Evaluation Panel Member:, : n• = Mirich and Teresa Gaines have an amendment o e P•sit • •title and/or name:

Andrew Mirich Manager Procurement ~u-- •Health

Teresa Gains Manager, Syste ~ s 'rac - _ , •Process, Department of Communities, Chl ~ t - • • Disabilities (DCCSDS has an MOU with ~ ~ SIP provide procurement services on their behalf)

2. Variation Evaluation Criteria &Weightings Section —Qualitative (General) Assessment

Due to •e ~ e • r•sponses received, Offers will be reviewed b~ o :.s an three (3) Evaluation Panel m tubers, not I i Idually reviewed by each Evaluation

^ n emb~

1, The Offer Evaluation Panel table is r- p do=: pith ~ollowing:

Invitation Evaluatio ~ e

The Evaluation Panel shall comp .e ollowing members:

Evaluation Panel

Chair Jenn' -r Burle

Senior Category Manager, General Goods and Services, Queensland Government Procurement, Department of Housing and Public Worl<s

Member /~ T- -. - - aines

Manager, Contract Supply Arrangements, Procurement Services, Financial Services, Department of Communities, Child Safety and Disability Services (DCC'SD has an MOU with the Department of Aboriginal &Torres Strait Islander Policy to provide procurement services on their behalf)

Member •anna Taylor Manager, DSITI Procurement Services, Department of Science, Information Technology and Innovation

Member Andrew Mirich Category Specialist, Queensland Health

Member Karen Wharton Manager -- Policy, Office of Small Business, Department of Tourism, Major Events, Small Business

Addendum 01

Page 2 of 4


elease

e

Name Position /Department Signature .Date

ents, Small B

Manager— Policy Office of Small Business Department of Tourism, MaJor

Senior Category Manager General Goods and Services Queensland Government Procurement Department of Housing and Public Works

Jenn(fer Burley

Manager Contract Supply Arrangements, Procurement Services, Financial Services Department of Communities Child Safety & Dlsabllities

Manager DSITI Procurement Services Department of Science, Information Technology and Innovation

Category Specialist Queensland Health

Teresa Gaines

Joanna Taylor

Andrew Mirich

Karen Wharton

rrelevanl 73(2)



Addendum 01 Page 4 of 4


release

-~— —

,~s~j ~~~ii1; ,~,°,,f~ Queensland `~ ea~~P .

~ ~1~~1~Ia

GoVei'I~f71e11t ,, Deparhttent ~f I I~~usirts; and Pnblic Wc~rlcs

General Goods and Services -Professional services

~V~~~I~~I~Ji'1 ~~~Il

170 QG P 0050-'17 (T'1)

Tranche 'I : Finance, Audit and Economi

03

5th Octobe

Amendment Number

Date



~,, ~ ,~ t: itrr

i ~~~'~~~

Date Position /Department Name SIC~natUi'C

Manager DSITI Procurement Services Department of Science, Information Technology and Innovation

Joanna Taylor

Signature Date Name Role

Page 3 of 3 Addendum 03

General Goads and Services —Professional services r~a~ ~r,.t.4~~~,,~~~

Il I! iw ,1`~~~1~


Senior Category Manager General Goods and Servlces Queensland Government Procurement Department of Housing and Public Worl<s

Jennifer Burley Irtelevant 73(2)

~p 110 ~2 ~ l~

\~

Manager Contract Supply Arrangements, Procurement Services, Financial Services Department of Communities' Child Safety & blsablllties

Teresa Gaines

I<aren Wharton Manager—Policy Office of Small Business Department of Tourism, MaJor Events, S

/ o2/ /f7/

Anthony Hernandez

Support

Category Specialist Department of Health I i ~ lo~l~-

Probity Advisor Principal Prob(ly and Procurement staritons International

Endorsementi ~

/~ e,~/io/J

~ f~f a~1 'T

~'~'~~~~

Role Name Signature Date

Director Strategic Soyrtcing~.~ ~~✓ Melissa Smyth General Goods and<S~w c~ \ Queensland Gov~r,7ment Proclr~rr ant

~(f!O ~c(r Department of l=iar ~I g~nd Public Works

L

Approv

Executive Director General Goods and Servlces Queensland Government Procurement Department of Housing and public Worlcs

fiinnature

Theo van der Metwe

~~ (t ~ /2c~r `~

t~


s.78B(2)

queensland government · ~~ general goods and services —professional services document history...

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