Difference between revisions of "Tools and Templates"
| Line 81: | Line 81: | ||
|- | |- | ||
|[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] | ||
| − | + | |Link directly to Word document and remove additional Intranet page | |
| − | |||
| − | |||
|- | |- | ||
|[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] | ||
Revision as of 13:43, 3 May 2024
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 Quality Procurement Package and Service Standards page.
Amendments
Standard Documents for Contract Initiation
Contract Request Forms
- GOV - Non Standard IT Request Form
- Contract Request Form (CRF) for Non IT Requirements
- Contract Request Form (CRF) for IT Requirements
Non-Competitive Requirements
- Sole Source Justification form
- Price Certification Note: Sole source requirements only – Mandatory for all requirements over $10,000
Security Requirement Checklists (SRCLs)
Note: All Security Requirement Checklists (SRCLs) must be sent to the Contracts Security mailbox: hc.security.contracting-soustrait.securite.sc@canada.ca
- Security Requirement Checklist (For PSPC Procurement Methods, please use a Common SRCL)
Statement of Work (SOW)
See the Statement of Work page for more information, including do's and don'ts and examples.
Note: All Software as a Service must use the Statement of Work Guideline Template.
For Hardware, Software and/or Software Maintenance (except for Software as a Service) the following form must be uploaded in SAP in lieu of the SOW.
Solicitation, Evaluation and Contract Award Methodology
See the Evaluation Criteria and Contract Award Methodology page for more information, including examples for evaluation criteria.
Travel Requirements for Contractors
See the Travel Requirements for Contractors page for more information.
Low Dollar Value Requirements
Email Template – Low Dollar Value Request for Quotation (Goods) or Request for Proposals (Services) (Not to be used with PSPC Procurement Methods)
Checklist for Low dollar Value Contracts
Low Dollar Value Contracting Guide
Memorandum of Agreement
Temporary Help Services
See the Temporary Help Services page for more information.
| Title | Changes |
|---|---|
| Contract Performance Evaluation Report | Link directly to Word document and remove additional Intranet page |
| Supplies or Services Voucher |
Guides
| Title | Changes |
|---|---|
| Contracting Guide for Cost Centre Managers and Cost Centre Administrators | Move from Reference Tools Intranet page |
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.
How to Check the Status of your Request using SAP Workflow
List of GL Codes by GSIN (Material Group) code
When to Select “Amendment to Contract” or “Correction to Contract” in SAP
Contracting for Professional Services
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 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.
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
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.
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.
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.
Former Public Servant Certification Note: Sole source service requirements only
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).
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.
Changes:
Rename page
Remove Wording: A list of required documents for contract initiation can be found on the Required Documents for Contract Initiation page.
| Title | Changes |
|---|---|
| Contracting Guide for Cost Centre Managers and Cost Centre Administrators | Move from Reference Tools Intranet page |
| 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 |
| 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 |
