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'''Note for mockup''': Consider putting each header into it's own page similar to [https://www.gcpedia.gc.ca/wiki/Procurement_community/Policies_and_processes Procurement community/Policies and processes - GCpedia]
For questions or concerns please contact:
This page only includes documents that are required for both procurement clients and Officers. Documents required by only the Procurement Officers are retained on a shared drive.
The [[Procurement Service Standards|Quality Procurement Package and Service Standards]] page defines which documents are required to create the Procurement Package for contract initiation. The documents to create the package can be found below.
For general rules and best practices relevant to procurement consult the [https://mysource.hc-sc.gc.ca/en/node/5169 Contracting Guide for Cost Centre Managers and Cost Centre Administrators]
== Contracting for Professional Services ==
{| class="wikitable"
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|[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=32692§ion=procedure&p=C Directive on the Management of Procurement]
|The procurement of professional services is governed by the ''Directive on the Management of Procurement'' and supported by the ''Managers Guide: Key Considerations when Procuring Professional Services'' (“guide”).
|-
|[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.
|}
== SAP Procedures and Processes ==
With the information below you should 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"
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|[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]
|}
== Procedures on the Purchase of Furniture ==
See the [[Procedures for Purchase of Furniture (including Chairs)|Procedure for Purchase of Furniture (including Chairs)]] for more information.
{| class="wikitable"
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|[https://www.gcpedia.gc.ca/wiki/E60PQ-140003/B_-_Furniture_for_Work_Spaces Workspace Furniture Search Tool]
|-
|[https://www.gcpedia.gc.ca/wiki/Office_Seating_Supply_Arrangements Office Seating Supply Arrangements]
|}
== Standard Documents for Contract Initiation ==
== Standard Documents for Contract Initiation ==
{| class="wikitable"
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|-
|-
|'''Security Requirement Checklists (SRCLs)'''
|'''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])
|For non-PSPC mandatory tools: [https://www.tbs-sct.canada.ca/tbsf-fsct/350-103-eng.asp Security Requirement Checklist]
For mandatory [https://www.gcpedia.gc.ca/wiki/Methods_of_Supply PSPC Procurement Methods] and tools: [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]
'''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]
|-
|-
|}
|}
== Memorandum of Agreement ==
== Standing Offers, Supply Arrangements, Task Authorizations ==
See the [[Standing Offers and Supply Arrangements|Standing Offers, Supply Arrangements and Task Authorizations]] page for more information.
{| class="wikitable"
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|[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/2024-04/Task%20Authorization%20Form%20-%20template%20eng.docx Task Authorization Form template]
|-
|-
|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/phac_memorandum_of_agreement_2015-10-31.docm Memorandum of Agreement PHAC]
|Task Authorization: [https://mysource.hc-sc.gc.ca/sites/default/files/2024-04/RECORD%20OF%20AGREEMENT%20template%20-%20en.docx Record of Agreement template]
|}
|}
|+
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|[https://mysource.hc-sc.gc.ca/sites/default/files/ths-interactive-form-bilingual.xlsm Temporary Help Services form]
|[https://mysource.hc-sc.gc.ca/sites/default/files/ths-interactive-form-bilingual.xlsm Temporary Help Services form]
|}
|}
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|[https://mysource.hc-sc.gc.ca/en/node/10564 Operating Instruction – Approval Process for Proposed Contracts with Former Public Servants]
|[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.)
|(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/former-public-servant-certification-eng.docx Former Public Servant Certification]
|[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
|'''Note:''' Sole source service requirements only
|}
== Memorandum of Agreement ==
{| class="wikitable"
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|[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]
|}
|}
|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.
|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)]
| colspan="2" |[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)]
| colspan="2" |[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)]
| colspan="2" |[https://www.tbs-sct.canada.ca/pol/doc-eng.aspx?id=25761#appD Service Level Agreement (SLA)]
|}
|}
== Confirming Order ==
== Supplies or Services Voucher ==
{| class="wikitable"
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|[https://mysource.hc-sc.gc.ca/sites/default/files/attachments/hc_sc_phac_aspc_supplies_or_services_voucher.pdf Supplies or Services Voucher]
|}
== 9200 Purchase Requisition Accessibility Form ==
{| class="wikitable"
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|[https://www.tpsgc-pwgsc.gc.ca/app-acq/sat-ths/clients/approvisionnement-procurement-justification-eng.html Procurement Justification]
|}
== Other ==
== Other ==
{| class="wikitable"
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|-
|[https://mysource.hc-sc.gc.ca/en/node/5106 Glossary of Terms]
|-
|[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/ss/programs-and-services/financial-operations/procurement-and-contracting/glossary-terms/definition Definition list]
|}
|}