NOVEMBER 2014 - fitforthefuture.nsw.gov.au Advisory... · The Technical Advisory Panel will be...

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NOVEMBER 2014 Technical Advisory Panel guide

Transcript of NOVEMBER 2014 - fitforthefuture.nsw.gov.au Advisory... · The Technical Advisory Panel will be...

NOVEMBER 2014

Technical Advisory Panel guide

ACCESS TO SERVICES

The Office of Local Government is located at:

Levels 1 & 2

5 O’Keefe Avenue Locked Bag 3015

NOWRA NSW 2541 NOWRA NSW 2541

Phone 02 4428 4100

Fax 02 4428 4199

TTY 02 4428 4209

Level 9, 6 – 10 O’Connell Street PO Box R1772

SYDNEY NSW 2000 ROYAL EXCHANGE NSW 1225

Phone 02 9289 4000

Fax 02 9289 4099

Email: [email protected]

Website: www.olg.nsw.gov.au

OFFICE HOURS

Monday to Friday

8.30am to 5.00pm

(Special arrangements may be made if these hours are unsuitable)

All offices are wheelchair accessible.

ALTERNATIVE MEDIA PUBLICATIONS

Special arrangements can be made for our publications to be provided in large print or an alternative media

format. If you need this service, please contact our Executive Branch on 02 9289 4000.

DISCLAIMER

While every effort has been made to ensure the accuracy of the information in this publication, the Office of

Local Government expressly disclaims any liability to any person in respect of anything done or not done as

a result of the contents of the publication or the data provided.

© NSW Office of Local Government 2014

Produced by the Office of Local Government

Fit for the Future – Technical Advisory Panel Guide November 2014 3

TECHNICAL ADVISORY PANEL

This guide provides an overview of the Panel of experienced local government

technical advisors who may be called upon by local councils, at their own cost, to

assist them in developing a Fit for the Future proposal.

The Panel is divided into four categories: Financial Sustainability advice; Asset and

Infrastructure Management and Planning advice; Service Delivery and Review

advice, and Community Engagement advice.

The Panel has been appointed by the Office of Local Government (OLG), following a

competitive shortlisting process. Panel members are prequalified under the NSW

Office of Finance and Service’s Performance and Management Services

Prequalification Scheme, and have demonstrated experience providing advice in one

or more of the advice categories.

The Technical Advisory Panel will be active until 30 June 2015, to enable councils to

access services as they prepare their Fit for the Future proposals.

The Technical Advisory Panel is one of a number of services coordinated through

the OLG One Stop Shop, to assist councils to develop their Fit for the Future

proposal.

Information about Fit for the Future is

available at:

www.fitforthefuture.nsw.gov.au.

OLG

One Stop Shop

Relationship Manager

Expert assistance

with mergers

Facilitators

Technical support

Fit for the Future – Technical Advisory Panel Guide November 2014 4

WHY USE THE TECHNICAL ADVISORY PANEL?

The NSW Government is asking all councils to prepare a proposal to become Fit for

the Future, taking into account their community’s needs and future outlook.

Two templates have been produced for councils to use in making their proposals:

Template 1: Council Merger Proposal - for councils that have agreed to

undertake a voluntary merger.

Template 2: Council Improvement Proposal - for councils that have sufficient

scale and capacity, showing how they will become Fit for the Future within

their existing structure.

Template 3: Rural Councils Proposal - will be made available late 2014.

Panel members can provide councils with assistance to:

assess their current and forecast performance against the Fit for the Future

benchmarks;

develop strategies and actions to improve their performance against the

criteria of Sustainability, Infrastructure and Services, and Efficiency; and

engage their communities on Fit for the Future options.

The Technical Advisory Panel is primarily aimed

at councils completing Template 2.

Fit for the Future – Technical Advisory Panel Guide November 2014 5

WHY USE THE TECHNICAL ADVISORY PANEL? (continued)

Councils completing Template 1 may also wish to use the services of the

Panel members, particularly in relation to engaging their community on

Fit for the Future options.

These councils should also consider using the other support available through the

OLG One Stop Shop.

Fit for the Future – Technical Advisory Panel Guide November 2014 6

PROCURING AND MANAGING PANEL MEMBERS

The services of Technical Advisory Panel members must be procured by councils at

their own cost. There is no obligation for councils to use Panel members.

Any procurement of Panel members should be undertaken inline with local policies

and procedures. However, councils have two choices in relation to the manner in

which they procure the services of Panel members:

Option 1: Procuring from the NSW Office of Finance and Service’s

Performance and Management Services Prequalification Scheme

Technical Advisory Panel members are prequalified under the Performance and

Management Services (P&MS) Prequalification Scheme. This means that councils

may undertake procurement from the Panel inline with the requirements of the

P&MS Scheme, if they choose to. However, there is no requirement to do so.

Councils choosing to procure from the P&MS Scheme are strongly encouraged to

read the P&MS Scheme Guidelines which sets out the Scheme rules. Key aspects of

the rules are highlighted below:

a. Levels of prequalification

There are two levels of prequalification under the Scheme:

Fully prequalified suppliers – who are prequalified to provide services with no

limit on the value of the engagement.

Easy Access Registration List (EARL) suppliers – who may only provide

services valued up to $50,000 incl. GST.

Councils that choose to procure under the Scheme are strongly encouraged to

verify the prequalification level of individual suppliers before engaging them.

Fit for the Future – Technical Advisory Panel Guide November 2014 7

b. Minimum levels of competition

Under the Scheme, the following minimum levels of competition apply:

For projects valued at less than or equal to $150,000 (incl. GST), a council

needs to invite one (1) written quotation (Note: only fully prequalified

suppliers may undertake work valued at over $50,000 incl. GST).

For projects valued at more than $150,000 (incl. GST), a council needs to

invite a minimum of three (3) quotations. Open invitations to tender are not

required.

c. Awarding of “flow-on” work to appointed contractors

A service provider’s engagement may result in the need for related ‘flow-on’ work.

The P&MS Scheme Guidelines (pp7 – 9) contain important information about the

awarding of flow-on work, including detailed descriptions of scenarios which may

arise.

An overarching principle is that the potential need for flow on work should be

considered by councils prior to seeking initial quotations, as this may inform the

number of quotations that a council choses to seek.

Further information about the P&MS Scheme can be found at the following website:

http://www.procurepoint.nsw.gov.au/before-you-buy/prequalification-schemes-

0/performance-and-management-services-0

Option 2: Not using the P&MS Scheme

Councils procuring the services of Panel members outside of the P&MS Scheme

must adhere to the procurement requirements of the Local Government Act 1993

and Local Government (General) Regulation 2005.

Fit for the Future – Technical Advisory Panel Guide November 2014 8

The Tendering Guidelines for NSW Local Government (2009) provide important

information for councils to consider when tendering above the $150,000 threshold

prescribed by the Regulation. However, councils may also find the Guideline useful

when undertaking procurement involving amounts below this threshold.

Management of procured Panel members

The OLG takes no responsibility for the services provided to councils by Panel

members. It is a matter for each council to manage the performance of a procured

Panel member, inline with its own contract management procedures.

TECHNICAL ADVISORY PANEL DETAILS

The contact details of Technical Advisory Panel members are set out in the tables

on the following pages, across four categories:

1. Financial Sustainability

2. Asset and Infrastructure Management and Planning

3. Service Delivery and Review

4. Community Engagement.

Any limitations referred to in the tables have been self-nominated by the relevant

Panel member during the shortlisting process.

A description of each Panel member’s services can be found in the Technical

Advisory Panel Member details document available for download at

www.fitforthefuture.nsw.gov.au..

Technical Advisory Panel – Financial Sustainability

Page 9 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Adeptus Consulting Pty Ltd 88 084 311 419 02 9238 6201 [email protected] www.adeptus.com.au None

Advanced Dynamics 45 109 726 623 02 4959 9466 susan.law@advanced-

dynamics.com.au

www.advanced-dynamics.com.au None

AEC Group 84 087 828 902 02 9283 8400

Or 0419 664 774 [email protected] www.aecgroupltd.com None

Capgemini Australia Pty Ltd 11 092 284 314 02 9293 4000 [email protected] www.capgemini.com None

Crowe Horwath 84 006 466 351 1300 856 065 [email protected] www.crowehorwath.com.au None

CT Management Group 15 072 083 795 1300 500 932 [email protected] www.ctman.com.au None

Deloitte Touche Tohmatsu 74 490 121 060 02 9322 7000 [email protected] or

[email protected] www.deloitte.com.au None

Ernst & Young 75 288 172 749 02 9248 5555 [email protected] www.ey.com None

Grant Thornton Australia Ltd 41 127 556 389 02 8297 2400 [email protected] www.grantthornton.com.au None

InConsult 48 100 759 984 02 9241 1344 [email protected] www.inconsult.com.au None

IAB Services 52 020 695 795 02 9261 9100 [email protected] www.iab.nsw.gov.au None

KPMG 51 194 660 183 02 9335 7000 [email protected] www.kpmg.com.au None

Marsden Jacob Associates Pty Ltd

66 663 324 657 03 9882 1600 [email protected] www.marsdenjacob.com.au None

Technical Advisory Panel – Financial Sustainability

Page 10 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Morrison Low 98 093 400 410 02 9211 2991 [email protected] www.morrisonlow.com None

PwC 52 780 433 757 02 8266 0000 [email protected] http://www.pwc.com.au/ None

SGS Economics and Planning 25 007 437 729 02 8307 0121 [email protected] www.sgsep.com.au

Does not provide budgetary performance review, business

performance review and management or operational

performance review and management advice

Strategex 92 010 853 773 0419 253 091 [email protected] www.strategex.com.au None

Third Horizon Consulting Pty Ltd

43 163 267 614 02 9333 6000 [email protected] www.thirdhorizon.com.au None

Technical Advisory Panel – Asset and Infrastructure Management and Planning

Page 11 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Adeptus Consulting Pty Ltd 88 084 311 419 02 9238 6201 [email protected] www.adeptus.com.au None

Advanced Dynamics 45 109 726 623 02 4959 9466 susan.law@advanced-

dynamics.com.au

www.advanced-dynamics.com.au None

Australian Centre of Excellence for Local Government (UTS)

77 257 686 961 02 9514 7973 [email protected] http://www.acelg.org.au None

Balmoral Group Australia 87 135 700 239 02 9247 8670 [email protected] www.balmoralgroup.com.au

Does not provide asset condition assessment advice

Capgemini Australia Pty Ltd 11 092 284 314 02 9293 4000 [email protected] www.capgemini.com

Does not provide asset condition assessment advice

Cardno (NSW/ACT) Pty Ltd 95 001 145 035 02 9024 7196 [email protected] www.cardno.com.au None

CMT Solutions 29 761 067 742 0439 738 051 [email protected] www.cmtsolutions.com.au None

COMPLETE Urban Pty Ltd 64 100 037 812 02 9282 9900 [email protected] www.completeurban.com.au None

CPE Associates 58 142 425 992 02 6296 2550 [email protected] www.cpeassociates.com.au None

Crowe Horwath 84 006 466 351 1300 856 065 [email protected] www.crowehorwath.com.au None

CT Management Group 15 072 083 795 1300 500 932 [email protected] www.ctman.com.au None

Deloitte Touche Tohmatsu 74 490 121 060 02 9322 7000 [email protected] or

[email protected] www.deloitte.com.au

Does not provide asset condition assessment advice

EndState Pty Ltd 99 099 350 393 02 9548 6124 [email protected] www.endstate.com.au None

Technical Advisory Panel – Asset and Infrastructure Management and Planning

Page 12 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Ernst & Young 75 288 172 749 02 9248 5555 [email protected] www.ey.com

Does not provide asset condition assessment advice

or advice regarding determining appropriate

service levels

Gillani Associate Consulting Engineers

77 597 356 633 0417 040 322 [email protected] N/A None

Gordon & Co 30 168 003 183 0458 100 300 [email protected] N/A None

Grant Thornton Australia Ltd 41 127 556 389 02 8297 2400 [email protected] www.grantthornton.com.au None

IAB Services 52 020 695 795 02 9261 9100 [email protected] www.iab.nsw.gov.au None

John Bushell Value Management Pty Ltd

49 065 025 970 02 9360 6314 [email protected] N/A

Does not provide benchmarking and best

practice or asset condition assessment advice

KPMG 51 194 660 183 02 9335 7000 [email protected] www.kpmg.com.au None

Liquid Pacific 54 787 647 141 02 9025 3788 [email protected] www.liquidpacific.com

Does not provide benchmarking and best

practice advice

Marsden Jacob Associates Pty Ltd

66 663 324 657 03 9882 1600 [email protected] www.marsdenjacob.com.au

Does not provide asset management process and

outcomes evaluation or asset condition assessment advice

Morrison Low 98 093 400 410 02 9211 2991 [email protected] www.morrisonlow.com

Does not provide asset condition assessment advice

Technical Advisory Panel – Asset and Infrastructure Management and Planning

Page 13 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

NSW Public Works 81 913 830 179 02 9372 8949 [email protected] www.publicworks.nsw.gov.au None

Peter Adams (consulting services)

74 223 373 981 0413 886 307 [email protected] www.peteradamsconsulting.com

Does not provide benchmarking and best

practice or asset condition assessment advice

PwC 52 780 433 757 02 8266 0000 [email protected] http://www.pwc.com.au/ None

Strategex 92 010 853 773 0419 253 091 [email protected] www.strategex.com.au

Does not provide asset condition assessment advice

Third Horizon Consulting Pty Ltd

43 163 267 614 02 9333 6000 [email protected] www.thirdhorizon.com.au

Does not provide asset condition assessment advice

Technical Advisory Panel – Service Delivery and Review

Page 14 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Adeptus Consulting Pty Ltd 88 084 311 419 02 9238 6201 [email protected] www.adeptus.com.au None

Advanced Dynamics 45 109 726 623 02 4959 9466 susan.law@advanced-

dynamics.com.au

www.advanced-dynamics.com.au None

AEC Group 84 087 828 902 02 9283 8400

Or 0419 664 774 [email protected] www.aecgroupltd.com None

Arup 18 000 966 165 02 9320 9320 [email protected] www.arup.com None

Australian Centre of Excellence for Local Government (UTS)

77 257 686 961 02 9514 7973 [email protected] www.acelg.org.au None

Balmoral Group Australia 87 135 700 239 02 9247 8670 [email protected] www.balmoralgroup.com.au None

Bridgeport Group 52 163 770 670 0414 497 074 [email protected] www.bridgeportgroup.com.au None

Capgemini Australia Pty Ltd 11 092 284 314 02 9293 4000 [email protected] www.capgemini.com None

Cardno (NSW/ACT) Pty Ltd 95 001 145 035 02 9024 7196 [email protected] www.cardno.com.au None

Cogent Business Solutions 44 076 633 200 02 6162 4490 [email protected] www.cogent.com.au None

COMPLETE Urban Pty Ltd 64 100 037 812 02 9282 9900 [email protected] www.completeurban.com.au None

Crowe Horwath 84 006 466 351 1300 856 065 [email protected] www.crowehorwath.com.au None

Technical Advisory Panel – Service Delivery and Review

Page 15 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

CT Management Group 15 072 083 795 1300 500 932 [email protected] www.ctman.com.au None

Deloitte Touche Tohmatsu 74 490 121 060 02 9322 7000 [email protected] or

[email protected] www.deloitte.com.au None

Elton Consulting Group Pty Ltd 56 003 853 101 02 9387 2600 [email protected] www.elton.com.au None

EndState Pty Ltd 99 099 350 393 02 9548 6124 [email protected] www.endstate.com.au None

Ernst & Young 75 288 172 749 02 9248 5555 [email protected] www.ey.com None

Gordon & Co 30 168 003 183 0458 100 300 [email protected] N/A None

Grant Thornton Australia Ltd 41 127 556 389 02 8297 2400 [email protected] www.grantthornton.com.au None

Hawkless Consulting 40 003 828 804 02 9876 2001 [email protected] www.hawkless.com None

Huddle 59 125 141 326 03 8376 7575 [email protected] http://wearehuddle.com

Does not provide benchmarking and best

practice advice

InConsult 48 100 759 984 02 9241 1344 [email protected] www.inconsult.com.au None

IAB Services 52 020 695 795 02 9261 9100 [email protected] www.iab.nsw.gov.au None

John Bushell Value Management Pty Ltd

49 065 025 970 02 9360 6314 [email protected] N/A None

Technical Advisory Panel – Service Delivery and Review

Page 16 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

KPMG 51 194 660 183 02 9335 7000 [email protected] www.kpmg.com.au None

Marsden Jacob Associates Pty Ltd

66 663 324 657 03 9882 1600 [email protected] www.marsdenjacob.com.au Does not provide service re-

design advice

Morrison Low 98 093 400 410 02 9211 2991 [email protected] www.morrisonlow.com None

Newport Consulting Pty Ltd 33 118 422 281 02 9211 1424 [email protected] www.newportconsulting.com.au None

Peter Adams (consulting services)

74 223 373 981 0413 886 307 [email protected] www.peteradamsconsulting.com None

PwC 52 780 433 757 02 8266 0000 [email protected] http://www.pwc.com.au/ None

Prime PMG 75 155 485 779 1800 216 016 [email protected] www.primepmg.com None

SGS Economics and Planning 25 007 437 729 02 8307 0121 [email protected] www.sgsep.com.au

Does not provide performance improvement

framework advice

SINC Solutions Pty Ltd 56 123 181 555 1300 785 667 [email protected] www.sincsolutions.com.au None

SME Results Group Pty Ltd 66 118 140 597 02 9375 2392 [email protected] www.smeresults.com.au

Does not provide customer satisfaction and continuous

improvement advice

Strategex 92 010 853 773 0419 253 091 [email protected] www.strategex.com.au None

Third Horizon Consulting Pty Ltd

43 163 267 614 02 9333 6000 [email protected] www.thirdhorizon.com.au None

Work Wiser International 43 425 073 951 0429 455 720 [email protected] http://workwiser.com.au None

Technical Advisory Panel – Community Engagement

Page 17 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Advanced Dynamics 45 109 726 623 02 4959 9466 susan.law@advanced-

dynamics.com.au

www.advanced-dynamics.com.au None

AEC Group 84 087 828 902 02 9283 8400

Or 0419 664 774 [email protected] www.aecgroupltd.com

Does not provide Corporate Communication, Strategic

Communication, Issues Management or Media and

Public Relations advice

Arup 18 000 966 165 02 9320 9320 [email protected] www.arup.com

Does not provide Corporate Communication or Media and

Public Relations advice

Australian Centre of Excellence for Local Government (UTS)

77 257 686 961 02 9514 7973 [email protected] www.acelg.org.au None

Balmoral Group Australia 87 135 700 239 02 9247 8670 [email protected] www.balmoralgroup.com.au None

Bugseye 20 107 471 465 02 9953 2152 [email protected] www.bugseye.com.au

Does not provide media and public relations advice

Capgemini Australia Pty Ltd 11 092 284 314 02 9293 4000 [email protected] www.capgemini.com

Does not provide media and public relations advice

Cardno (NSW/ACT) Pty Ltd 95 001 145 035 02 9024 7196 [email protected] www.cardno.com.au

Does not provide issues management or media and

public relations advice

Comms&Co. 52 601 110 249 02 6931 0158 [email protected] www.commsandco.com.au None

Technical Advisory Panel – Community Engagement

Page 18 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Crowe Horwath 84 006 466 351 1300 856 065 [email protected] www.crowehorwath.com.au None

Deloitte Touche Tohmatsu 74 490 121 060 02 9322 7000 [email protected] or

[email protected] www.deloitte.com.au

Does not provide media and public relations, analysis of

community engagement data or prioritisation of community

feedback advice

Elton Consulting Group Pty Ltd 56 003 853 101 02 9387 2600 [email protected] www.elton.com.au None

EndState Pty Ltd 99 099 350 393 02 9548 6124 [email protected] www.endstate.com.au

Does not provide customer/market research or

media and public relations advice

Enterprising Communications 95 527 883 299 02 8757 3523 joan@enterprisingcommunications.

com.au

www.enterprisingcommunications.com.au

Does not provide strategy facilitation and change

management or customer/market research

advice

Grant Thornton Australia Ltd 41 127 556 389 02 8297 2400 [email protected] www.grantthornton.com.au None

Huddle 59 125 141 326 03 8376 7575 [email protected] http://wearehuddle.com

Does not provide issues management, media and

public relations or prioritisation of community

feedback advice

InConsult 48 100 759 984 02 9241 1344 [email protected] www.inconsult.com.au None

Technical Advisory Panel – Community Engagement

Page 19 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

IAB Services 52 020 695 795 02 9261 9100 [email protected] www.iab.nsw.gov.au None

John Bushell Value Management Pty Ltd

49 065 025 970 02 9360 6314 [email protected] N/A Does not provide media and

public relations advice

JTA Australia 37 111 020 038 07 3268 6665 [email protected] www.jtaa.com.au

Does not provide customer/market research or

media and public relations advice

(KJA) Kathy Jones and Associates

60 003 687 581 02 9955 5040 [email protected] www.kjassoc.com.au

Does not provide customer/market research

advice

KPMG 51 194 660 183 02 9335 7000 [email protected] www.kpmg.com.au None

Labyrinth Consulting Services 39 164 457 998 0422 880 707 [email protected] www.labyrinthcs.com.au

Does not provide customer/market research or

corporate communication advice

Locale Consulting 73 140 973 735 0419 700 401 [email protected] www.localeconsulting.com.au

Does not provide customer/market research,

corporate communication or media and public relations

advice

Micromex Research 14 003 179 440 02 4352 2388 [email protected] www.micromex.com.au None

Morrison Low 98 093 400 410 02 9211 2991 [email protected] www.morrisonlow.com

Does not provide customer/market research

advice

Technical Advisory Panel – Community Engagement

Page 20 of 20

www.fitforthefuture.nsw.gov.au [email protected]

Business Name ABN Contact phone

number Contact Email Address Web address Limitation

Peter Adams (consulting services)

74 223 373 981 0413 886 307 [email protected] www.peteradamsconsulting.com

Does not provide media and public relations advice

SGS Economics and Planning 25 007 437 729 02 8307 0121 [email protected] www.sgsep.com.au

Does not provide corporate communication, strategic

communication, issues management or media and

public relations advice

Simply Speaking 83 133 616 912 0429 155 743 [email protected] www.simplyspeaking.net.au

Does not provide customer/market research

advice

Strategex 92 010 853 773 0419 253 091 [email protected] www.strategex.com.au

Does not provide strategic communication, issues

management or media and public relations advice

Third Horizon Consulting Pty Ltd

43 163 267 614 02 9333 6000 [email protected] www.thirdhorizon.com.au

Does not provide media and public relations advice

Work Wiser International 43 425 073 951 0429 455 720 [email protected] http://workwiser.com.au None