Tools & Templates for Admin Professionals and Managers

• Acquisition Card - Manager's Guide
• Acquisition Card Quick Reference Guide (for cardholders)
• Checklist – Purchase Requisition (PReq) (DOCX, 41 KB)
• Contract Management Toolkit
• Frequently Asked Questions (Procurement)
• Guideline on Agreements (Procurement Contracts, Transfer Payments, and Contractual Arrangements)
• Procurement in support of Service Transformation
• Requirements Definition Tool
• Statement of Work Preparation Guide
  • Statement of Work Template for Professional Services (DOCX, 263 KB)
  • Statement of Work Template for Training Delivery (DOCX, 48 KB)
• TB Probity Questions - For requirements with a total estimated value equal to or above $25k for goods or $40K for services (when invoking GRC exception (d) “only one person is capable of performing the contract").

How To

• Confirming Order Process
  • Substantiation Form for a Confirming Order or Pre-Contractual Work (DOCX, 26 KB)
• Employer-Employee Relationships
• Get a list of Purchase Documents (contracts, or POs) by funds centre, in the GUI
• Intellectual Property
• myEMS and SAP reference guide (PDF, 2,546 KB)
• Purchase Requisitions (PReq): Find the PReq status and the Procurement Specialist’s name
• Security in Contracting – Quick Steps
• Tips for Managing Procurements at Fiscal Year End
• Writing Bid Evaluation Criteria and the Bid Evaluation Process
  • Bid Evaluation Team Instructions (DOCX, 32 KB)