Procurement Service Standards - Revision history

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Chandra-lee.martin at 14:44, 7 June 2024

2024-06-07T14:44:50Z

Chandra-lee.martin at 14:41, 7 June 2024

2024-06-07T14:41:20Z

Chandra-lee.martin at 17:22, 4 June 2024

2024-06-04T17:22:57Z

Chandra-lee.martin at 17:21, 4 June 2024

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Chandra-lee.martin at 15:24, 21 May 2024

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Chandra-lee.martin at 17:50, 6 May 2024

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Chandra-lee.martin at 15:44, 6 May 2024

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Chandra-lee.martin at 15:39, 6 May 2024

2024-05-06T15:39:17Z

Chandra-lee.martin at 15:38, 6 May 2024

2024-05-06T15:38:49Z

@@ Line 178: / Line 178: @@
 (excluding IT goods) (942, CS, TT) < $10K
 |No
-|CCM
+|BO*
 |7
 |7
@@ Line 203: / Line 203: @@
 (all values $)
 |No
-|CCM
+|BO
 |7
 |7
@@ Line 218: / Line 218: @@
 Inter-departmental Letter of Agreement (ILA)
 |No
-|CCM
+|BO
 |21
 |21
@@ Line 225: / Line 225: @@
 |PO (Goods – Non-IT) < $10K
 |No
-|CCM
+|BO
 |14
 |7
@@ Line 285: / Line 285: @@
 |Local Purchase Order ($0.0 – $5K)
 |No
-|CCM
+|BO
 |7
 |7
@@ Line 292: / Line 292: @@
 |Short Form Contracts ($0.0 – $10K)
 |No
-|CCM
+|BO
 |7
 |}
+<nowiki>*</nowiki>Note: a business owner (BO) is the individual responsible for operational requirement or project for which the procurement is being conducted. The business owner can be a project authority, program authority, technical authority, manager, or a cost centre manager.  The definition can be found in the Treasury Board ''[https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.tbs-sct.canada.ca%2Fpol%2Fdoc-eng.aspx%3Fid%3D32593&data=05%7C02%7CChandra-Lee.Martin%40hc-sc.gc.ca%7C537b243c5a004c35bbae08dc84c5fa74%7C42fd9015de4d4223a368baeacab48927%7C0%7C0%7C638531233045144803%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=FViYoIrGeOffZi%2BUs10NuqTFy6LLUGyX7q8xXLU5yDs%3D&reserved=0 Policy on the Planning and Management of Investments].''
 Mysource pages linked:
 [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/templates-forms-and-0 Required Documents for Contract Initiation (hc-sc.gc.ca)]

@@ Line 32: / Line 32: @@
 ! colspan="4" |''<small>Competitive or Sole-Source/Directed</small>''
 |-
-|'''Contract Request Form (CRF) signed by CCM'''
+|'''Contract Request Form (CRF), must be signed by the required approval level specified on the applicable Contract Request Form'''
 |X
 |X
@@ Line 56: / Line 56: @@
+|
 |-
-|'''Security Requirement Checklist (SRCL) signed by Security Contracting'''
+|'''Security Requirement Checklist (SRCL), must be signed by Security Contracting'''
 |X
 |X
@@ Line 72: / Line 72: @@
 |X
 |-
-|'''Sole Source Justification (SSJ) form signed by CCM'''
+|'''Sole Source Justification (SSJ) form, must be signed by the required approval level specified on the applicable sole source exception'''
 |X
+|
@@ Line 89: / Line 89: @@
 |If applicable
 |-
-|'''Price Certification form signed by supplier'''
+|'''Price Certification form, must be signed by supplier'''
 |X
+|
@@ Line 97: / Line 97: @@
+|
 |-
-|'''Professional Services – ADM or VP Approval Email'''
+|'''[https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/procurement-policy-and-1 Professional Services – ADM or VP Approval Email]'''
 |If applicable
 |If applicable
@@ Line 121: / Line 121: @@
+|
 |-
-|'''PHAC Only – Former Public Servant – Branch head approval'''
+|'''[https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/public-health-agency PHAC Only – Former Public Servant – Branch head approval]'''
 |X
+|
@@ Line 134: / Line 134: @@
+|
+|
 |Applicable for purchasing a commodity outside the SO, that is on a mandatory SO
-* Applicable for purchasing a commodity outside the SO, that is on a mandatory SO
-* Technical exceptions and Duty to accommodate exceptions are most common. The SO authority (typically PSPC) will need to approve.
+|
 |-
-|'''Accessibility Form to be signed by client – Procurement Justification'''
+|'''Accessibility Form, must be signed by client – Procurement Justification'''
+|
+|
@@ Line 150: / Line 151: @@
 == Service Standards ==
 A service standard is a public commitment to a measurable level of performance that clients can expect under normal circumstances.

@@ Line 150: / Line 150: @@
 == Service Standards ==
-A service standard is a public commitment to a measureable level of performance that clients can expect under normal circumstances.
+A service standard is a public commitment to a measurable level of performance that clients can expect under normal circumstances.
 Service standards are an important element of service management excellence; they help to clarify expectations for those involved in the procurement of goods and services. They also enable performance management and support client satisfaction.
@@ Line 159: / Line 159: @@
 '''These procurement service standards are subject to the receipt of a Quality Procurement Package (including finalized high-quality documents) and third party dependencies.''' The procurement service standards do not include consultation time for the development of client documents. It should be noted that timelines do not include the time required to complete the security process or address Comprehensive Land Claim Agreements. Also, requests requiring to be processed within shortened timelines (i.e. urgent unpredictable requirements) directly impact on the processing of other requests. Taking these factors into account, the Department/Agency target has been set and monitored toward the achievement of meeting timelines on an combined/aggregated basis between 70% to 85% for all procurement requests received.
 {| class="wikitable"
 ! rowspan="2" |Contract Type

@@ Line 7: / Line 7: @@
 | style="border-left:2px solid white; background-color: #007399; width:500px; height:30px;" |<font size="3" color="white"> [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/service-standards Mysource Link]</font>
 |}
-</div>
+</div>The TB Directive on the Management of Procurement requires the creation of accurate and comprehensive procurement records to provide a complete history of the procurement process, and facilitate management oversight and audit. This includes documentation of the required approvals, rationale for any deviations from policy or competition, justification for business decisions, the bid evaluation process, and interactions with potential vendors and contractors, etc.
 == Quality Procurement Package (QPP) ==
-A QPP consists of high-quality documents as per the following table. In order to help you create high-quality documents we suggest you consult the Tools and Templates page.
+A QPP consists of high-quality documents as per the following table. In order to help you create high-quality documents please consult the Tools and Templates page.
-If preliminary documentation, including key details or approvals/signatures are missing, PMAMD may reject or cancel the request. In such cases, the request will need to be resubmitted with the required information and a new Section 32 approval will be required.
+If preliminary documentation, including key details or approvals/signatures are missing, Procurement Operations may reject or cancel the request. In such cases, the request will need to be resubmitted with the required information and a new Section 32 approval will be required.
 ==== Required Documents for Contract Initiation ====

@@ Line 9: / Line 9: @@
 </div>
-== Quality Procurement Package ==
+== Quality Procurement Package (QPP) ==
 If preliminary documentation, including key details or approvals/signatures are missing, PMAMD may reject or cancel the request. In such cases, the request will need to be resubmitted with the required information and a new Section 32 approval will be required.
@@ Line 145: / Line 147: @@
 |X
 |}
 == Service Standards ==
@@ Line 155: / Line 158: @@
 It should be noted that detailed service standards provided to Treasury Board on behalf of Health Canada and the Public Health Agency of Canada, were recognized as a notable practice in this years (2014) UNAF assessment.
-The service standards reflect the expected timelines once a quality procurement package is received taking into consideration that all required documents are adequately completed and submitted at the time of the initial request.
+'''These procurement service standards are subject to the receipt of a Quality Procurement Package (including finalized high-quality documents) and third party dependencies.''' The procurement service standards do not include consultation time for the development of client documents. It should be noted that timelines do not include the time required to complete the security process or address Comprehensive Land Claim Agreements. Also, requests requiring to be processed within shortened timelines (i.e. urgent unpredictable requirements) directly impact on the processing of other requests. Taking these factors into account, the Department/Agency target has been set and monitored toward the achievement of meeting timelines on an combined/aggregated basis between 70% to 85% for all procurement requests received.
-It should be noted that timelines do not include the time required to complete the security process or address Comprehensive Land Claim Agreements. Also, requests requiring to be processed within shortened timelines (i.e. urgent unpredictable requirements) directly impact on the processing of other requests. Taking these factors into account, the Department/Agency target has been set and monitored toward the achievement of meeting timelines on an combined/aggregated basis between 70% to 85% for all procurement requests received.
+Average procurement lead time increases at year-end (requests received from XXX to XXX).
 {| class="wikitable"
 ! rowspan="2" |Contract Type
@@ Line 165: / Line 168: @@
 Authority
 ! colspan="2" |Time required
-(calendar days)
+(Calculated in working days, excluding statutory holidays)
 |-
 !Competitive Process (where applicable TC, OB or ACAN)

@@ Line 135: / Line 135: @@
+|
 |-
-|'''Accessibility Form to be signed by client – [https://www.tpsgc-pwgsc.gc.ca/app-acq/sat-ths/clients/approvisionnement-procurement-justification-eng.html Procurement Justification]'''
+|'''Accessibility Form to be signed by client – Procurement Justification'''
+|
+|

@@ Line 24: / Line 24: @@
 !9200 Purchase Requisition for Public Services and Procurement Canada (PSPC)
 |-
 !''<small>Competitive under HC/PHAC delegation or PSPC’s mandatory tools</small>''
 ! colspan="4" |''<small>Competitive or Sole-Source/Directed</small>''
 |-
@@ Line 45: / Line 45: @@
 |-
 |'''Evaluation Criteria'''
 |X
+|
+|
@@ Line 69: / Line 69: @@
 |-
 |'''Sole Source Justification (SSJ) form signed by CCM'''
+|
+|
+|
@@ Line 86: / Line 86: @@
 |-
 |'''Price Certification form signed by supplier'''
+|
+|
+|
@@ Line 110: / Line 110: @@
 |-
 |'''Former Public Servant (FPS) Certification signed by supplier'''
+|
+|
+|
@@ Line 118: / Line 118: @@
 |-
 |'''PHAC Only – Former Public Servant – Branch head approval'''
+|
+|
+|