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Tools and Templates (view source)

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The templates and checklists provided on the intranet site are only those forms requiring access by both clients and Procurement Officers. All remaining templates and checklists used by Procurement Officers are retained on a shared drive for their use.
 
The templates and checklists provided on the intranet site are only those forms requiring access by both clients and Procurement Officers. All remaining templates and checklists used by Procurement Officers are retained on a shared drive for their use.
   −
A list of required documents for contract initiation can be found on the [https://mysource.hc-sc.gc.ca/en/node/10771 Required Documents for Contract Initiation] page. '''(look into page)'''
+
A list of required documents for contract initiation can be found on the [[Procurement Service Standards|Quality Procurement Package and Service Standards]] page.  
   −
All Security Requirement Checklists (SRCLs) must be sent to the Contracts Security mailbox: [Mailto:hc.security.contracting-soustrait.securite.sc@canada.ca hc.security.contracting-soustrait.securite.sc@canada.ca]
+
[https://mysource.hc-sc.gc.ca/en/node/5169 Contracting Guide for Cost Centre Managers and Cost Centre Administrators]
 +
== Standard Documents for Contract Initiation ==
 +
{| class="wikitable"
 +
|+
 +
|'''Contract Requests Forms'''
 +
|[https://mysource.hc-sc.gc.ca/sites/default/files/non-standard_it_approval_request_en.xlsm GOV - Non Standard IT Request Form]
 +
[https://mysource.hc-sc.gc.ca/sites/default/files/2023-12/pmamd%20non-IT%20contract%20request%20form-eng.pdf Contract Request Form (CRF) for Non IT Requirements]
 +
 
 +
[https://mysource.hc-sc.gc.ca/sites/default/files/2024-01/pmamd-IT-contract-request-form-en.pdf Contract Request Form (CRF) for IT Requirements]
 +
|-
 +
| '''Non-Competitive Requirements'''
 +
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc-phac-sole-source-justification-form-workingjuly5-eng.pdf Sole Source Justification form]
 +
 
 +
[https://mysource.hc-sc.gc.ca/sites/default/files/price_certification_-_attestation_des_prix.docx Price Certification] '''Note:''' Sole source requirements only – Mandatory for all requirements over $10,000
 +
|-
 +
|'''Security Requirement Checklists (SRCLs)'''
 +
|[https://www.tbs-sct.canada.ca/tbsf-fsct/350-103-eng.asp Security Requirement Checklist] (For [https://www.gcpedia.gc.ca/wiki/Methods_of_Supply PSPC Procurement Methods], please use a [https://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/31-eng.html Common SRCL])
 +
'''Note:''' All Security Requirement Checklists (SRCLs) must be sent to the Contracts Security mailbox: [Mailto:hc.security.contracting-soustrait.securite.sc@canada.ca hc.security.contracting-soustrait.securite.sc@canada.ca]
 +
|-
 +
|'''Statement of Work (SOW)'''
 +
For more information, including do's and don'ts and examples of SOWs consult the [[Statement of Work]] page.
 +
|[https://mysource.hc-sc.gc.ca/sites/default/files/statement_of_work_guideline.docx Statement of Work Guideline]
 +
 
 +
 
 +
For Hardware, Software and/or Software Maintenance (except for Software as a Service) the [https://mysource.hc-sc.gc.ca/sites/default/files/attachments/data-classification-form-hardware-software-maintenance-eng.docx Data Classification Form for Hardware, Software and/or Software Maintenance]form must be uploaded in SAP in lieu of the SOW.
 +
 
 +
'''Note''': All Software as a Service must use the Statement of Work Guideline Template.
 +
|}
 +
 
 +
== 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 ==
 +
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 ==
 +
{| 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 ==
 +
{| 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 ==
 +
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 ==
 +
{| 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 ==
 +
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 ==
 +
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.
 +
{| 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 ==
 +
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 ==
 +
[https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/public-health-agency Public Health Agency of Canada’s Approval Process for Proposed Contracts with Former Public Servants (hc-sc.gc.ca)]
 +
 
 +
Contracts with former public servants bear the closest public scrutiny and must reflect fairness in the spending of public funds.  As such, additional oversight is necessary to prevent favouritism, preferential treatment, and/or the perception of either.
 +
 
 +
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
 +
|}
   −
== Templates, Checklist, Forms ==
+
== Service Agreements with other departments ==
 
{| class="wikitable"
 
{| 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 ==
 +
Please send an email to [[Mailto:hc.contracts.east-est.contrats.sc@canada.ca?subject=Confirming Order Request|Contracts East]] with the details listed in the Confirming Order Process along with the applicable invoice(s).
 +
 +
* [https://mysource.hc-sc.gc.ca/node/10632 Confirming Order Process]
 +
 +
== 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]
 +
 +
 +
 +
<u>Changes:</u>
 +
 +
Rename page
 +
 +
Remove Wording: A list of required documents for contract initiation can be found on the [https://mysource.hc-sc.gc.ca/en/node/10771 Required Documents for Contract Initiation] page.
 +
{| class="wikitable"
 
!Title
 
!Title
 
!Changes
 
!Changes
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/amendment_request_form.docx Amendment Checklist]
+
|[https://mysource.hc-sc.gc.ca/en/node/5169 Contracting Guide for Cost Centre Managers and Cost Centre Administrators]
 +
| rowspan="3" |Move from Reference Tools Intranet page
 +
|-
 +
|[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://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=32775 Managers Guide: Key Considerations when Procuring Professional Services]
 +
|Move from [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/procurement-policy-and-0 Contracting for Professional Serivces]
 +
|}
 +
{| class="wikitable"
 +
!Title
 +
!Changes
 +
|-
 +
|[https://mysource.hc-sc.gc.ca/sites/default/files/amendment_request_form.docx Amendment Checklist]*
 
| rowspan="11" |Link directly to Word document and remove additional Intranet page
 
| rowspan="11" |Link directly to Word document and remove additional Intranet page
 
|-
 
|-
−
|[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/amendment-document-eng.docx Amendment Template]*
 
|-
 
|-
−
|[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/attachments/hc_phac_contract_performance_evaluation_report_2015-10-31.docx Contract Performance Evaluation Report]
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/en/node/10609 Contract Request forms for Non-IT and IT Requirements]  
+
|[https://mysource.hc-sc.gc.ca/en/node/10609 Contract Request forms for Non-IT and IT Requirements]
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/4.5.1_contractor_travel_request_form.pdf Contractor Travel Request] (Information on contractor travel can be found at [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/contract-processing-6 Travel Requirements for Contractors])
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/4.5.1_contractor_travel_request_form.pdf Contractor Travel Request] (Information on contractor travel can be found at [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/contract-processing-6 Travel Requirements for Contractors])*
 
|-
 
|-
−
|[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)] (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/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)] (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/evaluation_summary.docx Solicitation Evaluation Summary]
 
|[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/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/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/non-standard_it_approval_request_en.xlsm GOV - Non Standard IT Request Form]
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/non-standard_it_approval_request_en.xlsm GOV - Non Standard IT Request Form]*
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc-phac-sole-source-justification-form-workingjuly5-eng.pdf Sole Source Justification form]
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc-phac-sole-source-justification-form-workingjuly5-eng.pdf Sole Source Justification form]*
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/statement_of_work_guideline.docx Statement of Work Guideline]
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/statement_of_work_guideline.docx Statement of Work Guideline]*
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/2023-12/pmamd%20non-IT%20contract%20request%20form-eng.pdf Contract Request Form (CRF) for Non IT Requirements]
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/2023-12/pmamd%20non-IT%20contract%20request%20form-eng.pdf Contract Request Form (CRF) for Non IT Requirements]*
 
| rowspan="2" |Linked to page: [https://mysource.hc-sc.gc.ca/en/node/10609 Contract Request forms for Non-IT and IT Requirements]
 
| rowspan="2" |Linked to page: [https://mysource.hc-sc.gc.ca/en/node/10609 Contract Request forms for Non-IT and IT Requirements]
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/2024-01/pmamd-IT-contract-request-form-en.pdf Contract Request Form (CRF) for IT Requirements]
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/2024-01/pmamd-IT-contract-request-form-en.pdf Contract Request Form (CRF) for IT Requirements]*
 
|-
 
|-
 
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/data-classification-form-hardware-software-maintenance-eng.docx Data Classification Form for Hardware, Software and/or Software Maintenance]  
 
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/data-classification-form-hardware-software-maintenance-eng.docx Data Classification Form for Hardware, Software and/or Software Maintenance]  
−
'''Note''': All Software as a Service requests must use the [https://mysource.hc-sc.gc.ca/en/node/5156 Statement of Work Guideline Template]  
+
'''Note''': All Software as a Service requests must use the [https://mysource.hc-sc.gc.ca/en/node/5156 Statement of Work Guideline Template]
 
|(remove intranet page and put the links directly on the tools page)
 
|(remove intranet page and put the links directly on the tools page)
 
|-
 
|-
−
|[https://www.tbs-sct.canada.ca/tbsf-fsct/350-103-eng.asp Security Requirement Checklist] (For [https://www.gcpedia.gc.ca/wiki/Methods_of_Supply PSPC Procurement Methods], please use a [https://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/31-eng.html Common SRCL])  
+
|[https://www.tbs-sct.canada.ca/tbsf-fsct/350-103-eng.asp Security Requirement Checklist] (For [https://www.gcpedia.gc.ca/wiki/Methods_of_Supply PSPC Procurement Methods], please use a [https://www.tpsgc-pwgsc.gc.ca/app-acq/spc-cps/31-eng.html Common SRCL])
 
|External links
 
|External links
 
|-
 
|-
−
|[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/sites/default/files/checklist_for_ldv_contract_-_en_feb_10_2023.xlsm Checklist for Low dollar Value Contracts]*
 
|
 
|
 
|-
 
|-
Line 62: Line 251:  
|
 
|
 
|-
 
|-
−
|[https://mysource.hc-sc.gc.ca/sites/default/files/price_certification_-_attestation_des_prix.docx Price Certification]  
+
|[https://mysource.hc-sc.gc.ca/sites/default/files/price_certification_-_attestation_des_prix.docx Price Certification]*
 
'''Note:''' Sole source requirements only – Mandatory for all requirements over $10,000
 
'''Note:''' Sole source requirements only – Mandatory for all requirements over $10,000
 
|
 
|
Line 78: Line 267:  
|Move from [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/contract-processing-2 Temporary Help Services]
 
|Move from [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/contract-processing-2 Temporary Help Services]
 
|}
 
|}
−
  −
== Guides ==
   
{| class="wikitable"
 
{| class="wikitable"
−
|+
  −
!Title
  −
!Changes
  −
|-
  −
|[https://mysource.hc-sc.gc.ca/en/node/5133 Evaluation Criteria and Contract Award Methodology] '''(not a guide, intranet page)'''
  −
| rowspan="5" |Move from Reference Tools Intranet page
  −
|-
  −
|[https://mysource.hc-sc.gc.ca/en/node/5132 Statement of Work] '''(not a guide, intranet page) (page needs to be updated - look into it)'''
  −
|-
  −
|[https://mysource.hc-sc.gc.ca/en/node/5169 Contracting Guide for Cost Centre Managers and Cost Centre Administrators]
  −
|-
  −
|[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://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=32775 Managers Guide: Key Considerations when Procuring Professional Services]
  −
|Move from [https://mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/procurement-policy-and-0 Contracting for Professional Serivces]
  −
|}
  −
  −
== 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.
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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.
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|[https://mysource.hc-sc.gc.ca/en/node/7529 When to Select “Amendment to Contract” or “Correction to Contract” in SAP]
 
|[https://mysource.hc-sc.gc.ca/en/node/7529 When to Select “Amendment to Contract” or “Correction to Contract” in SAP]
 
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[https://mysource.hc-sc.gc.ca/en/node/5106 Glossary of Terms - Procurement and Contracting] (move from Reference Tools Intranet page)
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[https://mysource.hc-sc.gc.ca/node/10632 Confirming Order Process] - Please send an email to [[Mailto:hc.contracts.east-est.contrats.sc@canada.ca?subject=Confirming Order Request|Contracts East]] with the details listed in the Confirming Order Process along with the applicable invoice(s).
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[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] (Comes from https://mysource.hc-sc.gc.ca/en/node/10749)
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[https://mysource.hc-sc.gc.ca/en/node/10564 Operating Instruction – Approval Process for Proposed Contracts with Former Public Servants] (Comes from [[/mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/public-health-agency|Public Health Agency of Canada’s Approval Process for Proposed Contracts with Former Public Servants (hc-sc.gc.ca)]] page)
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[https://mysource.hc-sc.gc.ca/sites/default/files/2023-06/for_intranet_-_memo_template_-_en%20%282%29.docx Approval Memo Template] (Former public servants) (Comes from [[/mysource.hc-sc.gc.ca/en/ss/programs-and-services/financial-operations/procurement-and-contracting/public-health-agency|Public Health Agency of Canada’s Approval Process for Proposed Contracts with Former Public Servants (hc-sc.gc.ca)]] page)
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Service Agreements with other departments
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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.
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* [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appB Memorandum of Understanding (MOU)]
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* [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appC Master Agreement (MA)]
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* [https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appD Service Level Agreement (SLA)]
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<u>Changes:</u>
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Remove Wording: A list of required documents for contract initiation can be found on the [https://mysource.hc-sc.gc.ca/en/node/10771 Required Documents for Contract Initiation] page.
 
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