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​​Using the consultancy services contract

This page will provide step by step instructions on how to use the All-of-Government (AoG) consultancy services contract. You may also find additional resources on this page.

Using this contract

  • 1
    Determine your requirements

    Start by determining your requirements. Figure out what you can do in-house, and what you need to source from the panel.  Determining your requirements helps you form a clear picture of what outcome you'd like to achieve.

  • 2
    Choose a selection method, review the panel, and pick your provider(s)

    Your agency or school can choose a provider directly from the panel or do a secondary selection process.

    When deciding which to do, consider:

    • budget
    • timeframes
    • the specific nature of the brief
    • any existing or past relationships
    • any internal financial delegations and processes your agency has.

    You can see the names of the providers, which subcategories they service, and details of the tier structure on the providers page. 

    Consultancy services providers

    Tier characteristics

    Review providers on the Consultancy providers page to assess their suitability for your engagement. If your agency is signed up to the contract, you should have access.

    Search criteria on the providers page include:

    • keyword
    • category
    • tier
    • government sector experience
    • regional reach. 
  • 2a
    Direct selection

    Choose a provider by using the information available on the providers page and your own market knowledge and experience. You may like to do some due diligence before confirming your choice.

    Remember you want to get the right provider for your requirements. Using the same consultancy provider as you have before may not give the best value for money if the requirements have changed.

  • 2b
    Secondary selection

    This is a process where you invite a number of providers from the panel to tender for your business.

    New Zealand Government Procurement (NZGP) has already completed a robust procurement process to select the panel providers, so there's no need to test the entire panel each time you have a requirement. You don't need to advertise your requirements on GETS.

    A secondary selection process is recommended where any combination of the following apply:

    • the engagement is high-value and/or risk
    • further follow-on business may result
    • you have not tested the market for this work recently
    • internal policy on procurement financial thresholds requires more than one quote/proposal
    • there's ambiguity in how the service will be delivered. A secondary RFP may be useful in this case (typically large projects)
    • there are many providers that could take on the work.

    Tips for running a secondary selection process

  • 3
    Engage a provider with a Consultancy Services Order

    Before work can begin, both your agency and the provider need to complete and sign a Consultancy Services Order (CSO). If you select multiple providers, you need to complete a separate CSO with each of them.

    The CSO is the agreement between your agency and the provider. CSOs that are both detailed and robust lead to better outcomes.

    First, complete Part A of the CSO, providing as much detail as possible.

    All other documentation (including briefs, cost estimates, and variations) can be referenced or attached as appendices for audit, invoicing, and reporting.

    If you’re running a secondary selection process, you’ll need to complete due diligence (described in the next step) before finalising the CSO.

    Write a brief for providers

    Provide a short, written brief for every piece of work before you engage with your prospective provider(s), so that everyone is clear about your objectives and expected outcomes.

    For larger projects, follow a written brief with a verbal brief, and make any changes to the CSO before the contract starts.

    The provider(s) will respond to your brief with a quote in Part B of the CSO.

  • 4
    Due diligence

    If you choose a provider directly, you’ll do due diligence at the time of choosing that provider.

    If you’re running a secondary selection process, due diligence can help you choose between multiple providers' quotes. You can choose to complete some or all of the following due diligence steps:

    • Interviews
    • Reference checking
    • Ministry of Justice and Police checks
    • Any other processes you feel are needed, for example, financial checks.

    Confirm which due diligence process(es) you’ll be using with the provider before you begin. You’ll need to complete due diligence before signing off or actioning the CSO. If the CSO needs to be revised further, use Part C to do this.

  • 5
    Finalise the Consultancy Services Order (CSO)

    Both parties then approve the CSO by signing Part B9.

    Check your internal delegations to ensure the correct authority signs. The provider can now start their work with your agency.

    Keep a copy of the signed CSO in your agency’s records. Set up reminders to proactively manage a provider’s delivery of your agency’s requirements, and to meet any of your own obligations (like payment of provider invoices).

  • 6
    Debrief unsuccessful providers

    If you used a secondary selection process, let the unsuccessful provider(s) know that a provider has been selected after the CSO has been signed. Depending on the size and nature of the project, it may be appropriate to offer a debrief.

    A debrief does not need to be difficult. It could be a simple phone call to give the provider an overview of the strengths and weaknesses of their response. Doing this gives providers an opportunity to improve future responses.

  • 7
    The provider does the work and measures the outcomes

    The provider(s) deliver services to your agency as outlined in the brief. Part of this work includes measuring the outcomes, that is, whether your agency got what you wanted from the engagement. This is dependent on your agency having defined the desired outcomes sufficiently in the CSO. Providers should report this back to your agency where applicable.

Contract resources

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Commercially sensitive content

This section contains information which may be commercially sensitive and should not be shared publicly.

To view this content, you must be logged in, approved for secure content access, and your agency must be signed up to the contract. 

For assistance, please contact nzgppsystems@mbie.govt.nz 

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Tips for running a secondary selection process

  1. Consider the size and nature of the role and determine how many providers will provide you with a competitive, but high quality selection. Completing a secondary process can result in significant time and cost effort for the providers, so you need to ensure that the scalability of your process is appropriate.
  2. Consider the risk of the procurement, which may influence the approach to take. For example, a procurement of $50k may be high risk to your organisation therefore, require more thorough agency requirements development and subsequent thorough response from the provider. In this case the dollar value is not the main driver for a secondary procurement.
  3. Gather information from these pages, including the providers page, and use your own market knowledge and experience and determine which providers to approach.
  4. You could use the Consultancy Services Order (CSO) to obtain a quote from more than one panel provider, but make it clear to providers that you are seeking a quote and not concluding a contract. We suggest advising the number of providers you are seeking a quote from too. Your agency may have its own request for quote or proposal template that you can use for the same purpose.
  5. Avoid asking questions that were already answered in the consultancy services RFP. We can provide guidance on what was asked in the RFP if needed. Please note the terms and conditions of the contract can only be changed by NZGP.
  6. Ensure you give a reasonable timeframe for providers to respond.
  7. Depending on the requirement, you may request that providers respond using a template form. You may also opt to meet in person prior to their submission to clarify requirements. In any case, you need to ensure that all providers are treated consistently and the response method is clearly communicated.
  8. Once you have made your decision, document your decision in line with your internal policies and inform the selected provider using the CSO.
  9. Advise those who were unsuccessful and provide feedback in regard to your selection.
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