• Appendix 11: Consultancy services

    Policy

    We procure consultancy services in accordance with the Commonwealth Procurement Guidelines (December 2008) and the Department of Finance and Deregulation's Financial Management Guidance no 15: Guidance on Procurement Publishing Obligations (July 2007).

    Information on contracts and consultancies is also available from AusTender.

    Selection process

    We select providers of consultancy services through one of the following processes:

    • Open tender: a request for tender is published, inviting all potential suppliers that satisfy the conditions for participation to submit tenders.
    • Select tender: the agency selects which potential suppliers are invited to submit tenders.
    • Direct source: the agency invites a potential supplier or suppliers of its choice to make submissions.
    • Panel: an arrangement under which a number of suppliers, selected through a single procurement process, may each supply goods or services to us from time to time as specified in the panel contracts. Quotes are sought from suppliers who have pre-qualified on our panels to supply to the government.

    During 2010-11 we entered into 404 new consultancy contracts - 221 for the AVO and 183 for the ATO - involving total actual expenditure of $12,988,833 including GST. In addition, 65 ongoing consultancy contracts were active during the year, involving total actual expenditure of $1,803,401 including GST.

    Table 7.31 summarises the 144 new consultancy contracts let in 2010-11 to the value of $10,000 or more (including GST) and the total contract value.

    Consultancies let for advertising and market research are reported under both consultancy services (Appendix 11) and advertising and market research (Appendix 12).

    TABLE 7.31: Consultancy contracts valued at $10,000 or more, 2010-11

    Consultant name

    Description of services

    *Contract value $

    Selection process

    Principal justification

    Acuity Technology Management Pty Limited

    Provision of valuation services

    31,600.00

    Direct source

    Need for specialist or professional skill

    Afford, JA &
    Allen, CJ &
    Argiris, H &
    Bladwell, SS &
    Bresolin, J &
    Bull, PE &
    Burke, S &
    Cheeseman, PR &
    Collins, GT &
    Colyer, KL &
    Crowe-Maxwell, A &
    Ean, RAD &
    Djenab, A &
    Eyles, M &
    Fayad, VJ & others

    Expert accounting and taxation advice associated with security of housing loans following the merger of two resident based financial institutions

    34,543.00

    Direct Source

    Need for specialist or professional skill

    Allens Arthur Robinson

    Provision of tax technical advice panel

    45,000.00

    Panel

    Need for specialist or professional skill

    AM Actuaries Pty Ltd

    Provision actuarial services in relation to workers compensation premium performance

    38,000.00

    Direct source

    Need for independent research or assessment

    Analysis Group Inc.

    Provision of advice on complex transfer pricing

    204,942.00

    Panel

    Need for independent research or assessment

    Analytics Group Pty Ltd

    Probity adviser services for the procurement process to establish a contract for the SAP Procurement Implementation Project

    30,000.00

    Panel

    Need for independent research or assessment

    Andrew Cox & Associates Pty Ltd

    Quality assessment of Internal Audit

    25,025.00

    Direct source

    Need for independent research or assessment

    Andrew, M & Wilson, G

    Provision of probity advice to establish the IT applications panel

    70,000.00

    Panel

    Need for independent research or assessment

    Andrew, M & Wilson, G

    ATO end-user computing contracts advice

    12,500.00

    Panel

    Need for independent research or assessment

    Andrew, M & Wilson, G

    Post implementation review of the current ATO fraud and corruption control planning methodology

    18,000.00

    Panel

    Need for specialist or professional skill

    Andrew, M & Wilson, G

    Review the administered and departmental financial risk management questionnaire

    85,058.00

    Panel

    Need for independent research or assessment

    Andrew, M & Wilson, G

    Review the enterprise risk owners Report

    50,270.00

    Panel

    Need for independent research or assessment

    Andrews Group Pty Ltd

    Service delivery offer for large market businesses 2011

    100,000.00

    Panel

    Skills currently unavailable within agency

    Armstrong Court Proprietary Limited

    Provision of valuation services

    13,200.00

    Direct source

    Need for specialist or professional skill

    Aurecon (Australia) Pty Ltd

    The provision of services to assess the effective life of a floating production storage and offloading facility against tax ruling

    71,000.00

    Direct source

    Need for independent research or assessment

    Australian Government Solicitor

    Provision of tax technical advice panel

    18,000.00

    Panel

    Need for specialist or professional skill

    Balena Tassa Pty Ltd

    Provision of tax technical advice panel

    10,000.00

    Panel

    Need for specialist or professional skill

    Blue Moon Unit Trust

    Cash economy small business benchmarks and record keeping research

    98,430.00

    Panel

    Need for independent research or assessment

    Brand Finance (Australia) Pty Limited

    Provision of valuation services

    48,961.00

    Panel

    Need for specialist or professional skill

    Brand Finance (Australia) Pty Limited

    Provision of tax technical advice panel

    23,485.00

    Panel

    Need for specialist or professional skill

    Brand Finance (Australia) Pty Limited

    Provision of valuation services

    13,860.00

    Panel

    Need for specialist or professional skill

    Brand Finance (Australia) Pty Limited

    Provision of valuation services

    22,220.00

    Panel

    Need for specialist or professional skill

    Brand Finance (Australia) Pty Limited

    Provision of valuation services

    53,317.00

    Panel

    Need for specialist or professional skill

    Brand Finance (Australia) Pty Limited

    Provision of valuation services

    12,320.00

    Panel

    Need for specialist or professional skill

    BTTP Consulting Pty Ltd

    Provision of transfer pricing services

    200,000.00

    Direct Source

    Need for specialist or professional skill

    Burdon, Jillian

    Valuations of rare library books

    12,500.00

    Direct source

    Need for specialist or professional skill

    Burton, Mark

    Assess integrity of active compliance and settlement cases at community engagement workshops

    17,178.00

    Direct source

    Need for independent research or assessment

    Capgemini Australia Pty Ltd

    Business intelligence expert

    79,794.00

    Direct source

    Need for specialist or professional skill

    Capgemini Australia Pty Ltd

    Independent review of the Debt Large and Consolidated Business Unit

    139,080.24

    Panel

    Need for independent research or assessment

    Capgemini Australia Pty Ltd

    Review of the ATO provisions for administered receivables processes and methodologies

    188,666.90

    Panel

    Need for specialist or professional skill

    Capgemini Australia Pty Ltd

    Plan and implementation of the core business improvements for Debt Large

    632,319.60

    Panel

    Need for specialist or professional skill

    Capgemini Australia Pty Ltd

    Required to analyse, design and develop a future state 'Run the business' operating model for service operations

    952,600.00

    Panel

    Need for independent research or assessment

    Ceteris Inc.

    Provision of advice on complex transfer pricing

    50,000.00

    Panel

    Need for independent research or assessment

    Chant Link & Associates Pty Ltd

    GST simplified accounting method research

    79,696.00

    Panel

    Need for independent research or assessment

    Chant Link & Associates Pty Ltd

    Tax practitioners research 2011

    186,824.80

    Panel

    Need for independent research or assessment

    Chant Link & Associates Pty Ltd

    Exploring community perceptions of the ATO

    286,735.60

    Panel

    Need for independent research or assessment

    Clarke, Matthew J

    Provision of tax technical advice panel

    21,000.00

    Panel

    Need for specialist or professional skill

    Clarke, Matthew J

    Provision of tax technical advice panel

    20,000.00

    Panel

    Need for specialist or professional skill

    Coleman, Cynthia Frances

    Provision of tax technical advice panel

    30,000.00

    Panel

    Need for specialist or professional skill

    Colmar Brunton Pty Ltd

    Benchmarking research

    53,180.00

    Panel

    Need for independent research or assessment

    Colmar Brunton Pty Ltd

    Research for community understanding of the PAYGI regime

    150,000.00

    Panel

    Need for independent research or assessment

    Conwell, Raymond Leslie

    Provision of tax technical advice panel

    105,000.00

    Panel

    Need for specialist or professional skill

    Corefiling Proprietary Limited

    Conduct an independent review of the taxonomy development processes and timeframes

    57,426.00

    Open tender

    Need for independent research or assessment

    Corrs Chambers Westgarth

    Provision of tax technical advice panel

    45,000.00

    Panel

    Need for specialist or professional skill

    CPT Global Limited

    Change program capacity and performance assurance

    809,801.25

    Panel

    Need for independent research or assessment

    CPT Global Limited

    Provision of IT consultancy services

    106,800.00

    Direct source

    Need for independent research or assessment

    CPT Global Limited

    Undertake a comprehensive review of the Data Services Team within Application Enabling Services

    91,368.00

    Panel

    Need for independent research or assessment

    CPT Global Limited

    Review of the service operations environment and provide independent assurance

    40,700.00

    Panel

    Need for independent research or assessment

    CSC Australia Pty Limited

    SAP data integrity project

    200,000.00

    Panel

    Skills currently unavailable within agency

    Cudex Pty Ltd

    Measuring compliance costs

    197,570.00

    Panel

    Skills currently unavailable within agency

    DBM Consultants Pty Ltd

    ATO professionalism survey - November wave

    120,000.00

    Panel

    Need for independent research or assessment

    DBM Consultants Pty Ltd

    Community and micro-business perceptions survey

    204,671.00

    Panel

    Need for independent research or assessment

    DBM Consultants Pty Ltd

    ATO professionalism survey - May 2011 wave

    122,445.00

    Panel

    Need for independent research or assessment

    Digby & Geraldine Hyles

    Provision of valuation services

    12,000.00

    Direct source

    Need for specialist or professional skill

    Digby & Geraldine Hyles

    Provision of valuation services

    26,840.00

    Direct source

    Need for specialist or professional skill

    DMR Corporate Unit Trust

    Provision of valuation services

    14,000.00

    Direct source

    Need for specialist or professional skill

    Enpris Pty Limited

    Provision of valuation services

    21,120.00

    Panel

    Need for specialist or professional skill

    Enpris Pty Limited

    Provision of valuation services

    63,360.00

    Panel

    Need for specialist or professional skill

    Enpris Pty Limited

    Provision of valuation services

    23,760.00

    Panel

    Need for specialist or professional skill

    Enpris Pty Limited

    Provision of valuation services

    13,200.00

    Panel

    Need for specialist or professional skill

    Excelior Pty Ltd

    Review of enquiry management support to the Tax Practitioners Board

    23,815.00

    Direct source

    Need for specialist or professional skill

    Excelior Pty Ltd

    Assist with the implementation of a number of key recommendations from an earlier review of the enquiry management support to the Tax Practitioners Board

    18,475.00

    Direct source

    Need for specialist or professional skill

    Financial Trends Australia Pty Ltd

    Provision of expert accounting advice

    16,000.00

    Direct source

    Need for specialist or professional skill

    Financial Trends Australia Pty Ltd

    Provision of expert accounting advice

    48,400.00

    Direct source

    Need for specialist or professional skill

    Fyusion Asia Pacific Pty Ltd

    Provision of specialist HR services to learning and development business partners

    13,475.00

    Panel

    Need for independent research or assessment

    Fyusion Asia Pacific Pty Ltd

    Review the current learning and development procurement processes and implement efficiencies and improvements

    28,500.00

    Panel

    Need for specialist or professional skill

    Fyusion Asia Pacific Pty Ltd

    Learning and development review

    157,695.00

    Panel

    Need for specialist or professional skill

    Galexy Pty Ltd

    Provision of expert independent advice and specialist review for the Standard Business Reporting program

    69,300.00

    Direct source

    Need for independent research or assessment

    Geale, Jeremy

    Provision of tax technical advice panel

    45,000.00

    Panel

    Need for specialist or professional skill

    Goldberg, Alan

    Provision of tax technical advice panel

    50,000.00

    Panel

    Need for specialist or professional skill

    Greenwoods & Freehills Pty Ltd

    Provision of tax technical advice panel

    90,000.00

    Panel

    Need for specialist or professional skill

    Greythorn Pty Ltd

    Industry expert to provide advice and develop Statement of Requirement for contact centre requirements

    25,000.00

    Direct source

    Need for specialist or professional skill

    Grosvenor Management Consulting Pty Ltd

    Support in developing the ATO property management plan

    42,500.00

    Direct source

    Skills currently unavailable within agency

    Grosvenor Management Consulting Pty Ltd

    Provision of the property management service contract project

    75,000.00

    Direct source

    Need for specialist or professional skill

    Gyles, Roger

    Provision of tax technical advice panel

    20,000.00

    Panel

    Need for specialist or professional skill

    Haggstrom, Peter C

    Provision of tax technical advice panel

    30,000.00

    Panel

    Need for specialist or professional skill

    ING Australia Limited

    Provision of tax technical advice panel

    30,000.00

    Panel

    Need for specialist or professional skill

    Integrated Valuation Services (NT)

    Provision of valuation services

    13,200.00

    Direct source

    Need for specialist or professional skill

    Jara Consulting Pty Ltd

    Provision of communication strategy services

    14,300.00

    Direct source

    Need for specialist or professional skill

    JKL Treasury and Financial Consulting Pty Ltd

    Provision of analysis services

    15,000.00

    Direct source

    Need for specialist or professional skill

    Kellogg Brown & Root Pty Ltd

    Migration to e-learning services

    52,874.00

    Direct source

    Need for specialist or professional skill

    King, John

    Provision of tax technical advice panel

    50,000.00

    Panel

    Need for specialist or professional skill

    Leadenhall VRG Pty Ltd

    Provision of valuation services

    55,000.00

    Panel

    Need for specialist or professional skill

    Lonergan Edwards & Associates Limited

    Provision of valuation services

    11,236.50

    Direct source

    Need for specialist or professional skill

    Maddocks

    Provision of tax technical advice panel

    21,000.00

    Panel

    Need for specialist or professional skill

    Microsoft Pty Ltd

    Microsoft services to assist with assurance of planning, architecture, deployment and education, including advice on tools, for the new ATOnet2 Windows

    252,938.40

    Direct source

    Need for specialist or professional skill

    Muir, Janet

    Provision of valuation services

    32,500.00

    Direct source

    Need for specialist or professional skill

    Murray, Kevin

    Provision of valuation services

    20,000.00

    Direct source

    Need for specialist or professional skill

    Nexus Communications Pty Limited

    Provision of valuation services

    13,526.00

    Direct source

    Need for specialist or professional skill

    Oakton Services Pty Ltd

    Provision of IT advisory services for the Tax Practitioners Board

    85,125.00

    Panel

    Need for independent research or assessment

    O'Connell, Ann Margaret

    Provision of tax technical advice panel

    50,000.00

    Panel

    Need for specialist or professional skill

    Oracle Corporation Australia Pty Limited

    Provision of Oracle identity manager consultant

    205,419.50

    Direct source

    Need for specialist or professional skill

    Orc Australia Pty Ltd

    Small and medium enterprises perceptions survey

    76,610.00

    Panel

    Need for specialist or professional skill

    Orima Research Pty Ltd

    Research with Indigenous Australians 2011

    74,830.00

    Panel

    Need for independent research or assessment

    Pane, Antonio

    Provision of tax technical advice panel

    95,000.00

    Panel

    Need for specialist or professional skill

    Pricewaterhousecoopers

    Independent viability assessments - proof of concept

    25,000.00

    Panel

    Skills currently unavailable within agency

    Pricewaterhousecoopers

    Banking risk assessment

    137,500.00

    Panel

    Need for independent research or assessment

    Pricewaterhousecoopers

    Provision of the administered quantifiable contingency estimation

    22,584.00

    Panel

    Need for specialist or professional skill

    Pricewaterhousecoopers

    Review of ATO health and safety management system

    79,800.00

    Panel

    Skills currently unavailable within agency

    Pricewaterhousecoopers

    Review the financial process review methodology and an assessment of the payroll and credit card financial processes

    34,762.20

    Panel

    Need for independent research or assessment

    Pricewaterhousecoopers

    Provide advice on ascertaining how the ATO establishes threshold amounts as required by ASA580

    10,857.00

    Panel

    Need for independent research or assessment

    Pricewaterhousecoopers

    Review of the occupational health and safety guidelines for staff working in the organised crime risk area and the ethical use of informants

    79,693.00

    Panel

    Need for specialist or professional skill

    Pricewaterhousecoopers

    Provision of probity advisory services

    50,000.00

    Panel

    Need for specialist or professional skill

    Quotable Value Limited

    Provision of valuation services

    11,530.44

    Direct source

    Need for specialist or professional skill

    Revaluate Pty Limited

    Provision of valuation services

    95,500.00

    Direct source

    Need for specialist or professional skill

    Revaluate Pty Limited

    Provision of valuation services

    13,750.00

    Direct source

    Need for specialist or professional skill

    Roche, Marilyn Ann

    Provision of administrative investigation and review services

    18,480.00

    Panel

    Need for independent research or assessment

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    16,500.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    54,450.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    84,809.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    94,571.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    64,041.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    25,013.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    71,466.00

    Panel

    Need for specialist or professional skill

    Romar Valuation Services Pty Ltd

    Provision of valuation services

    14,352.00

    Panel

    Need for specialist or professional skill

    Stratsec.Net Pty Ltd

    Provision of consultancy services - follow up on Infosec-registered assessor program assessment of AUSkey

    35,000.00

    Panel

    Need for specialist or professional skill

    Sweeney Research Pty Ltd

    BAS mail-out publications research

    50,890.00

    Panel

    Need for independent research or assessment

    Tanner James Management Consultants Pty Ltd

    Independently validated P3M3 assessment to support submission of first pass business case for Cooper Review related projects

    20,350.00

    Panel

    Need for independent research or assessment

    Taylor Nelson Sofres Australia Pty Ltd

    GST compliance program research

    298,650.00

    Panel

    Need for specialist or professional skill

    Taylor Nelson Sofres Australia Pty Ltd

    Targeting Tax Crime eMagazine research

    49,500.00

    Panel

    Need for independent research or assessment

    Taylor Nelson Sofres Australia Pty Ltd

    Provision of research services

    21,230.00

    Panel

    Need for specialist or professional skill

    Technology Partners International Inc

    Support contract management negotiations and assist in the development of the contract management framework to effectively manage the resulting deeds under the IT application services panel and the APS service providers

    407,436.80

    Panel

    Need for specialist or professional skill

    The Boston Consulting Group Pty Ltd

    IT capability maturity executive assessment

    143,000.00

    Panel

    Need for specialist or professional skill

    The Boston Consulting Group Pty Ltd

    Service standards review

    726,000.00

    Panel

    Need for specialist or professional skill

    The Trustee for Bri Ferrier (NSW) Unit Trust

    Financial viability assessments proof of concept

    25,000.00

    Direct source

    Need for independent research or assessment

    The Trustee for GR Applebee Investment Trust

    Convenor of the Risk and Audit Committee for the Tax Practitioners Board

    66,000.00

    Direct source

    Need for specialist or professional skill

    The Trustee for Herron Todd White North Queensland Unit Trust

    Provision of valuation services

    132,000.00

    Direct source

    Need for independent research or assessment

    The Trustee for Inside Story Unit Trust

    Provision of understanding paper lodgers 2011

    119,790.00

    Panel

    Need for independent research or assessment

    The Trustee for Inside Story Unit Trust

    Provision of research for employee communications

    85,500.00

    Panel

    Need for independent research or assessment

    The Trustee for M3 Property Vic Unit Trust

    Provision of valuation services

    19,250.00

    Direct source

    Need for specialist or professional skill

    The Trustee for Tew Discretionary Trust

    Provision of valuation services

    11,550.00

    Direct source

    Need for specialist or professional skill

    The Trustee for Tew Discretionary Trust

    Provision of valuation services

    33,000.00

    Direct source

    Need for specialist or professional skill

    The Trustee for The Nisodan Trust

    Perform probity

    Advisor services for ICT sourcing program

    100,000.00

    Direct source

    Need for specialist or professional skill

    The Trustee for The Owen Property Valuation Trust

    Provision of valuation services

    11,000.00

    Direct source

    Need for independent research or assessment

    The Trustee for The Stamford Interactive Trust

    Web design and research for Tax Practitioners Board

    33,275.00

    Panel

    Need for specialist or professional skill

    Thinksmart Consulting Pty Ltd

    Consultancy, enterprise-wide career development

    41,902.50

    Panel

    Need for specialist or professional skill

    Value Adviser Associates Pty Ltd

    Provision of valuation services

    69,300.00

    Panel

    Need for specialist or professional skill

    Value Adviser Associates Pty Ltd

    Provision of valuation services

    63,800.00

    Panel

    Need for specialist or professional skill

    Value Adviser Associates Pty Ltd

    Provision of valuation services

    45,100.00

    Panel

    Need for specialist or professional skill

    Value Adviser Associates Pty Ltd

    Provision of valuation services

    57,200.00

    Panel

    Need for specialist or professional skill

    Value Adviser Associates Pty Ltd

    Provision of valuation services

    60,432.00

    Panel

    Need for specialist or professional skill

    Williams, David

    Provision of tax technical advice panel

    185,000.00

    Panel

    Need for specialist or professional skill

    Workplace Research Associates Pty Ltd

    Review of law practice support branch

    33,864.00

    Panel

    Need for independent research or assessment

    Workplace Research Associates Pty Ltd

    Review of business partner network

    33,864.00

    Panel

    Need for independent research or assessment

    * The contract value is the total value of the contract, not the amount paid in 2010-11

      Last modified: 31 Oct 2011QC 28036