186
edits
Changes
Jump to navigation
Jump to search
Line 42:
Line 42: − + − * [https://mysource.hc-sc.gc.ca/sites/default/files/email_templates_for_low_dollar_value_request_for_quotes_or_proposals.docx Email Template – Low Dollar Value Request for Quotation (Goods) or Request for Proposals (Services)] + − ** '''Note:''' Not to be used with [https://www.gcpedia.gc.ca/wiki/Methods_of_Supply PSPC Procurement Methods]+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/low_dollar_value_contract_for_clients_to_use_only_nov_22_en.docx Low Dollar Value Contract]+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/checklist_for_ldv_contract_-_en_feb_10_2023.xlsm Checklist for Low dollar Value Contracts]+ − * [https://mysource.hc-sc.gc.ca/en/node/10338 Low Dollar Value Contracting Guide]+ + + + + + − + − *[https://mysource.hc-sc.gc.ca/en/node/10892 Guideline on Bid Evaluation Criteria and Contractor Selection]+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/evaluation_summary.docx Solicitation Evaluation Summary]+ + + + − + − * [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_phac_contract_performance_evaluation_report_2015-10-31.docx Contract Performance Evaluation Report]+ + + − + − * [https://mysource.hc-sc.gc.ca/sites/default/files/amendment_request_form.docx Amendment Checklist]+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/amendment-document-eng.docx Amendment Template]+ + + + − + − * [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/4.5.1_contractor_travel_request_form.pdf Contractor Travel Request]+ + + − + − * [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_memorandum_of_agreement_2015-10-31.docm Memorandum of Agreement HC]+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/phac_memorandum_of_agreement_2015-10-31.docm Memorandum of Agreement PHAC]+ + + + + + + + − * [https://mysource.hc-sc.gc.ca/sites/default/files/ths-interactive-form-bilingual.xlsm Temporary Help Services form] + + + + + + + + + + + + − * [https://mysource.hc-sc.gc.ca/en/node/5100 How to create a PO] − * [https://mysource.hc-sc.gc.ca/en/node/5105 How to Check the Status of your Request using SAP Workflow] − * [https://mysource.hc-sc.gc.ca/en/node/5103 How to create a PR] − * [https://mysource.hc-sc.gc.ca/sites/default/files/gl-gsin_mapping_document_sep21-20.xlsx List of GL Codes by GSIN (Material Group) code] − * [https://mysource.hc-sc.gc.ca/en/node/7529 When to Select “Amendment to Contract” or “Correction to Contract” in SAP] − + − + − The procurement of professional services is governed by the ''Directive on the Management of Procurement'' and supported by the ''[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=32775 Managers Guide: Key Considerations when Procuring Professional Services]'' (“guide”). The guide includes key factors for business owners to consider when deciding to procure professional services, and best practices to structure and manage these contracts in accordance with policy requirements.+ − + − * [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/procurement-policy-and-1 Operating Instruction - Approval requirements for proposed professional services contracts] The Operating Instruction identifies the requirements in place at Health Canada and the Public Health Agency of Canada to further strengthen oversight, and support implementation of requirements and considerations when procuring professional services.+ + + + + + + + Line 101:
Line 136: + + + + + + + + + + + − * [https://mysource.hc-sc.gc.ca/en/node/10564 Operating Instruction – Approval Process for Proposed Contracts with Former Public Servants] (Learn about the requirements for seeking approval prior to entering into a contract with a former public servant, roles and responsibilities, and associated Policy and reporting requirements.)+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/2023-06/for_intranet_-_memo_template_-_en%20%282%29.docx Approval Memo Template] (Use the Approval Memo template to seek approval in accordance with the Operating Instruction, prior to entering into a proposed contract with a former public servant.)+ − * [https://mysource.hc-sc.gc.ca/sites/default/files/former-public-servant-certification-eng.docx Former Public Servant Certification] + − ** '''Note:''' Sole source service requirements only+ + + + + + + + + + + + + + + + + + + + + + + Line 115:
Line 183: − − == Service Agreements with other departments == − The [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25748 Guideline on Service Agreements] provides an overview to program and service managers of the key concepts and steps in establishing service agreements. A companion document, the [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761 Guideline on Service Agreements: Essential Elements] provides detailed advice with practical examples and templates that can be used to develop service agreements. This Guideline supports the [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25594 Directive on Internal Support Services] '''(rescinded)''' and will also support organizations in pursuing consolidation and greater efficiencies in the delivery of services. − − * [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appB Memorandum of Understanding (MOU)] − * [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appC Master Agreement (MA)] − * [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appD Service Level Agreement (SLA)] − − == Other == − [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/glossary-terms/definition Definition list] − − [https://mysource.hc-sc.gc.ca/en/node/5106 Glossary of Terms - Procurement and Contracting] (move from Reference Tools Intranet page)
no edit summary
== Low Dollar Value Requirements ==
== Low Dollar Value Requirements ==
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/sites/default/files/email_templates_for_low_dollar_value_request_for_quotes_or_proposals.docx Email Template – Low Dollar Value Request for Quotation (Goods) or Request for Proposals (Services)]
'''Note:''' Not to be used with [https://www.gcpedia.gc.ca/wiki/Methods_of_Supply PSPC Procurement Methods]
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/low_dollar_value_contract_for_clients_to_use_only_nov_22_en.docx Low Dollar Value Contract]
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/checklist_for_ldv_contract_-_en_feb_10_2023.xlsm Checklist for Low dollar Value Contracts]
|-
|[https://mysource.hc-sc.gc.ca/en/node/10338 Low Dollar Value Contracting Guide]
|}
== Solicitation, Evaluation and Contract Award Methodology ==
== Solicitation, Evaluation and Contract Award Methodology ==
See the [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/contract-processing-15 Evaluation Criteria and Contract Award Methodology] page for more information, including examples for evaluation criteria.
See the [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/contract-processing-15 Evaluation Criteria and Contract Award Methodology] page for more information, including examples for evaluation criteria.
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/en/node/10892 Guideline on Bid Evaluation Criteria and Contractor Selection]
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/evaluation_summary.docx Solicitation Evaluation Summary]
|}
== Contractors Performance ==
== Contractors Performance ==
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_phac_contract_performance_evaluation_report_2015-10-31.docx Contract Performance Evaluation Report]
|}
== Amendments ==
== Amendments ==
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/sites/default/files/amendment_request_form.docx Amendment Checklist]
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/amendment-document-eng.docx Amendment Template]
|}
== Travel Requirements for Contractors ==
== Travel Requirements for Contractors ==
See the [[Travel Requirements for Contractors]] page for more information.
See the [[Travel Requirements for Contractors]] page for more information.
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/4.5.1_contractor_travel_request_form.pdf Contractor Travel Request]
|}
== Memorandum of Agreement ==
== Memorandum of Agreement ==
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_memorandum_of_agreement_2015-10-31.docm Memorandum of Agreement HC]
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/phac_memorandum_of_agreement_2015-10-31.docm Memorandum of Agreement PHAC]
|}
== Temporary Help Services ==
== Temporary Help Services ==
See the [[Temporary Help Services]] page for more information.
See the [[Temporary Help Services]] page for more information.
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/sites/default/files/ths-interactive-form-bilingual.xlsm Temporary Help Services form]
|}
== SAP Procedures and Processes ==
== SAP Procedures and Processes ==
With the preceding information provided in this Intranet site you should now be in a position to create either a Purchase Order (PO) document that is subject to review by MAMD or a Purchase Requisition (PR) that would be submitted to MAMD for processing on your behalf.
With the preceding information provided in this Intranet site you should now be in a position to create either a Purchase Order (PO) document that is subject to review by MAMD or a Purchase Requisition (PR) that would be submitted to MAMD for processing on your behalf.
Before you create either a PO or a PR, you should have taken formal SAP training with FIRMS and the information provided is not a substitute for that training. The information provided is a step by step instruction that will help you to navigate in SAP to create these documents.
Before you create either a PO or a PR, you should have taken formal SAP training with FIRMS and the information provided is not a substitute for that training. The information provided is a step by step instruction that will help you to navigate in SAP to create these documents.
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/en/node/5100 How to create a PO]
|-
|[https://mysource.hc-sc.gc.ca/en/node/5105 How to Check the Status of your Request using SAP Workflow]
|-
|[https://mysource.hc-sc.gc.ca/en/node/5103 How to create a PR]
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/gl-gsin_mapping_document_sep21-20.xlsx List of GL Codes by GSIN (Material Group) code]
|-
|[https://mysource.hc-sc.gc.ca/en/node/7529 When to Select “Amendment to Contract” or “Correction to Contract” in SAP]
|}
== Contracting for Professional Services ==
== Contracting for Professional Services ==
[https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/procurement-policy-and-0 Contracting for professional services (hc-sc.gc.ca)]
The procurement of professional services is governed by the ''Directive on the Management of Procurement'' and supported by the ''[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=32775 Managers Guide: Key Considerations when Procuring Professional Services]'' (“guide”).
{| class="wikitable"
|+
|''Directive on the Management of Procurement''
|
|-
|''[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=32775 Managers Guide: Key Considerations when Procuring Professional Services]''
|The guide includes key factors for business owners to consider when deciding to procure professional services, and best practices to structure and manage these contracts in accordance with policy requirements.
|-
|[https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/procurement-policy-and-1 Operating Instruction - Approval requirements for proposed professional services contracts]
|The Operating Instruction identifies the requirements in place at Health Canada and the Public Health Agency of Canada to further strengthen oversight, and support implementation of requirements and considerations when procuring professional services.
|}
== Former Public Servant ==
== Former Public Servant ==
Effective July 1st, 2023, proposed contracts with former public servants, that were not included in the annual agency procurement planning exercise, must be approved by senior management prior to contract award. The following information is provided to support business owners and contracting authorities at the Public Health Agency of Canada in seeking the required approvals.
Effective July 1st, 2023, proposed contracts with former public servants, that were not included in the annual agency procurement planning exercise, must be approved by senior management prior to contract award. The following information is provided to support business owners and contracting authorities at the Public Health Agency of Canada in seeking the required approvals.
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/en/node/10564 Operating Instruction – Approval Process for Proposed Contracts with Former Public Servants]
|(Learn about the requirements for seeking approval prior to entering into a contract with a former public servant, roles and responsibilities, and associated Policy and reporting requirements.)
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/2023-06/for_intranet_-_memo_template_-_en%20%282%29.docx Approval Memo Template]
|(Use the Approval Memo template to seek approval in accordance with the Operating Instruction, prior to entering into a proposed contract with a former public servant.)
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/former-public-servant-certification-eng.docx Former Public Servant Certification]
|'''Note:''' Sole source service requirements only
|}
== Service Agreements with other departments ==
{| class="wikitable"
|+
|[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25748 Guideline on Service Agreements]
|Provides an overview to program and service managers of the key concepts and steps in establishing service agreements
|-
|[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761 Guideline on Service Agreements: Essential Elements]
|Provides detailed advice with practical examples and templates that can be used to develop service agreements. This Guideline supports the [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25594 Directive on Internal Support Services] '''(rescinded)''' and will also support organizations in pursuing consolidation and greater efficiencies in the delivery of services.
|-
|[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appB Memorandum of Understanding (MOU)]
|
|-
|[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appC Master Agreement (MA)]
|
|-
|[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appD Service Level Agreement (SLA)]
|
|}
== Other ==
{| class="wikitable"
|+
|[https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/glossary-terms/definition Definition list]
|-
|[https://mysource.hc-sc.gc.ca/en/node/5106 Glossary of Terms - Procurement and Contracting] (move from Reference Tools Intranet page)
|}
== Confirming Order ==
== Confirming Order ==
* [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_sc_phac_aspc_supplies_or_services_voucher.pdf Supplies or Services Voucher]
* [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_sc_phac_aspc_supplies_or_services_voucher.pdf Supplies or Services Voucher]
