Checklist for government agencies purchasing commercial and financial advice through the Panel
Step 1
Is your engagement for commercial and financial advisory services for infrastructure and capital assets projects, or a commercial transaction? Has your department or agency signed a Memorandum of Understanding with DTF to access the Panel? Develop your specific terms of reference and formulate your Request for Proposal (RFP) Send your RFP to the Panel Manager at WOVGAdvisoryServicesPanel@dtf.vic.gov.au for DTF authorisation Select which and how many service providers to whom to issue the RFP Seek financial delegate approval to issue a RFP Issue RFP with DTF authorisation number to selected service provider(s), and inform DTF via email to the Panel Manager Assess response(s) from selected service provider(s) Seek approval of financial delegate in accordance with your department or agency procurement procedures Issue an order as acceptance of the successful service provider’s quote confirming their appointment for the engagement, and advise unsuccessful service providers Following engagement completion, evaluate the services provided and report performance to DTF
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