Tools and Templates

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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.

A list of required documents for contract initiation can be found on the Required Documents for Contract Initiation 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
Required Documents for Contract Initiation and Contract Request Forms	Look into page
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

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.

• 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.