Tools and Templates

Home	Mysource Link

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 Required Documents for Contract Initiation page. (look into page)

All Security Requirement Checklists (SRCLs) must be sent to the Contracts Security mailbox: hc.security.contracting-soustrait.securite.sc@canada.ca

Templates, Checklist, Forms

Title	Changes
Amendment Checklist	Link directly to Word document and remove additional Intranet page
Amendment Template
Contract Performance Evaluation Report
Contract Request forms for Non-IT and IT Requirements
Contractor Travel Request (Information on contractor travel can be found at Travel Requirements for Contractors)
Email Template – Low Dollar Value Request for Quotation (Goods) or Request for Proposals (Services) (Not to be used with PSPC Procurement Methods)
Solicitation Evaluation Summary
Low Dollar Value Contract
GOV - Non Standard IT Request Form
Sole Source Justification form
Statement of Work Guideline
Contract Request Form (CRF) for Non IT Requirements	Linked to page: Contract Request forms for Non-IT and IT Requirements
Contract Request Form (CRF) for IT Requirements
Data Classification Form for Hardware, Software and/or Software Maintenance Note: All Software as a Service requests must use the Statement of Work Guideline Template	(remove intranet page and put the links directly on the tools page)
Security Requirement Checklist (For PSPC Procurement Methods, please use a Common SRCL)	External links
Checklist for Low dollar Value Contracts
Former Public Servant Certification Note: Sole source service requirements only
Price Certification Note: Sole source requirements only – Mandatory for all requirements over $10,000
Supplies or Services Voucher
Memorandum of Agreement HC
Memorandum of Agreement PHAC
Temporary Help Services form	Move from Temporary Help Services

Guides

Title	Changes
Evaluation Criteria and Contract Award Methodology (not a guide, intranet page)	Move from Reference Tools Intranet page
Statement of Work (not a guide, intranet page) (page needs to be updated - look into it)
Contracting Guide for Cost Centre Managers and Cost Centre Administrators
Low Dollar Value Contracting Guide
Guideline on Bid Evaluation Criteria and Contractor Selection
Managers Guide: Key Considerations when Procuring Professional Services	Move from 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.

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.

Title	Changes
How to create a PO	Move from Reference Tools Intranet page
How to P2P	Remove intranet page, the links below are included in this page
How to Check the Status of your Request using SAP Workflow	Move from How to P2P Intranet page
How to create a PR
List of GL Codes by GSIN (Material Group) code (link directly to the word and remove the intranet page)
When to Select “Amendment to Contract” or “Correction to Contract” in SAP

Glossary of Terms - Procurement and Contracting (move from Reference Tools Intranet page)

Confirming Order Process - Please send an email to [Order Request|Contracts East] with the details listed in the Confirming Order Process along with the applicable invoice(s).

Operating Instruction - Approval requirements for proposed professional services contracts (Comes from https://mysource.hc-sc.gc.ca/en/node/10749)

Operating Instruction – Approval Process for Proposed Contracts with Former Public Servants (Comes from Public Health Agency of Canada’s Approval Process for Proposed Contracts with Former Public Servants (hc-sc.gc.ca) page)

Approval Memo Template (Former public servants) (Comes from Public Health Agency of Canada’s Approval Process for Proposed Contracts with Former Public Servants (hc-sc.gc.ca) page)

Service Agreements with other departments

The 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 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 Directive on Internal Support Services (rescinded) and will also support organizations in pursuing consolidation and greater efficiencies in the delivery of services.

• Memorandum of Understanding (MOU)
• Master Agreement (MA)
• Service Level Agreement (SLA)

Changes:

Rename page

Remove Wording: A list of required documents for contract initiation can be found on the Required Documents for Contract Initiation page.