2
To b all a may to e Stra Pu Rec Goo Esti For C Fun In-K NOT are the DEFIbe compliant w acquisitions mu y be able, or ca expenditures fr ategic Procurem A duly sign rchase Det commended Su od or Service D imated Total V Change Orders: Origin nding Source Kind Contributi TE: A Fair Marke CFI-funded. This appropriate FMV the goods or serv for any of the foll or (iii) due to an a to ensure compa goods or its repre for additional del supplier for such interchangeability AND (ii) would ca no tenders were no tenders that c work is to be perf or the original wo if a procuring enti for research, expe production or sup production or sup commercial viabil work is to be perf if goods or consu those matters thr in the waiver of p if strictly necessa services could no NITIONS Single Source: Sole Source: with the applica ust be subject t apable, of prov om all funding ment Policies a ned copy of this tails upplier Description alue nal Value of PO ion et Value (FMV) As s is done to demV supporting doc PleaCanadaEurovices can be suppli owing reasons: (i) absence of compet atibility with existing esentative iveries by the origin additional goods o y or interoperability ause significant inc submitted or no su conform to the esse formed on property ork ty procures a proto eriment, study, or o pply in order to inco pply in quantity to a ity or to recover res formed on a leased ulting services rega rough an open tend privilege, cause eco ary, and for reasons ot be obtained in tim A non-competitiv there may be othA non-competitiv capable of provid Lim ble laws, regul to competitive viding the requi g sources inclu and Processes s form along wi prio __________ __________ $ __________ O $ __________ CFI $ __________ ssessment is re onstrate value-fo cumentation whic Li se mark (X) the as per the Canapean Union Com ied only by a partic the requirement is tition for technical r g goods, or to maint nal supplier of good or services: (i) cann y with existing equip convenience or sub uppliers requested p ential requirements y by a contractor ac otype or a first good original developmen orporate the results cceptable quality s search and develop d building or related arding matters of a dering process cou onomic disruption, o s of urgency broug me using open tend ve procurement pr er capable supplie procurement pr ing the required g Strateg mited Tend lations, public bidding. In rare red goods or s uding operating can be found i ith supporting d or to making a _____________ _____________ _____________ _____________ NSERC _____________ quired for all reor-money, which ch is described i mited Ten most appropriadian Free Trade mprehensive Eco cular supplier and n for a work of art; (i reasons tain specialized go ds or services that not be made for eco pment, software, se bstantial duplication participation of the tender docu ccording to provisio d or service that is d nt. Original develop of field testing and tandards, but does pment costs d property, or portio confidential or priv ld reasonably be e or otherwise be co ht about by events dering (CFTA & CE rocess whereby th ers. rocess used when goods or services gic Procure dering App policy and McM e, specific or e services. The S g, research, an n the Strategic documentation a commitment ______________ _____________ ____________ ____________ FEDDEV ________ (if ap search-funded p is typically show n the Fair Marke dering te reason listed Agreement (CFT onomic and Trad no reasonable alter i) the protection of ods that must be m were not included onomic or technica ervices or installatio n of costs for the pro umentation were su ons of a warranty o developed in the co pment of a first goo d to demonstrate th s not include quanti ons thereof, that m ileged nature are to xpected to compro ntrary to the public unforeseeable by ETA) or selective te he purchaser appr n it is widely accep s. ement proval Form Master Univers exceptional circ Strategic Procu ncillary, capita c Procuremen must be includ t to the suppli ______________ _____________ (after discount Added Value Operating pplicable) purchases valued wn through a co et Value Brochurin this table TA) and de Agreement (C native or substitute patents, copyrights maintained by the m in the initial procur l reasons such as ons procured unde ocuring entity ubmitted or guarantee held in ourse of, and for, a od or service may in hat the good or serv ity production or su ay be performed o o be purchased an omise government c c interest the procuring entity endering (CETA on roaches only one pted by industry s m sity’s Strategic cumstances, o urement Policy l and trust. An nt Brochure. ded with the pu ier. ______________ _____________ ts, before taxes, $ ___________ Other __d at $50,000 or g ompetitive procue. CETA) e goods or services s or other exclusive manufacturer of tho rement if a change requirements of er the initial procure n respect of the pro a particular contract nclude limited vice is suitable for upply to establish nly by the lessor d the disclosure of confidentiality, resu y, the goods or nly) supplier for good standards that the c Procurement nly one supplie and related pr n overview of t urchase requis _____________ _____________ and over contrac _____________ ____________greater, particula rement process. CFTA A E s exist e rights; ose of ement; operty t ult ds or services, evere is ONLY one s t Policy SP-01 er or consultan rocedures appl the University’ ition __________ ___________ ct term) ___________ ___________ arly those that Please attach A CETA cceptable xceptions en though supplier 1, nt y s

Strategic Procurement Limited Tendering Approval Form

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Page 1: Strategic Procurement Limited Tendering Approval Form

To ball amayto eStra

Pu

Rec

Goo

Esti

For C

Fun

In-K

NOTare Cthe a

 

 

DEFIN

be compliant wacquisitions muy be able, or caexpenditures frategic Procurem

A duly sign

rchase Det

commended Su

od or Service D

imated Total V

Change Orders:

Origin

nding Source

Kind Contributi

TE: A Fair MarkeCFI-funded. Thisappropriate FMV

the goods or serv for any of the foll or (iii) due to an a

to ensure compa goods or its repre

for additional del supplier for such interchangeability AND (ii) would ca

no tenders were

no tenders that c

work is to be perf or the original wo

if a procuring enti for research, expe production or sup production or sup commercial viabil

work is to be perf

if goods or consu those matters thr in the waiver of p

if strictly necessa services could no

NITIONS

Single Source:

Sole Source:

 

with the applicaust be subject tapable, of provom all funding

ment Policies a

ned copy of this

tails

upplier

Description

alue

nal Value of PO

ion

et Value (FMV) Ass is done to demoV supporting doc

Pleas

Canada‐Europ

vices can be suppliowing reasons: (i) absence of compet

atibility with existingesentative

iveries by the originadditional goods o

y or interoperabilityause significant inc

submitted or no su

conform to the esse

formed on propertyork

ty procures a protoeriment, study, or o

pply in order to incopply in quantity to aity or to recover res

formed on a leased

ulting services regarough an open tendprivilege, cause eco

ary, and for reasonsot be obtained in tim

A non-competitivthere may be othe

A non-competitivcapable of provid

Lim 

ble laws, regulto competitive

viding the requig sources incluand Processes

s form along wiprio

__________

__________

$ __________

O $ __________

☐ CFI ☐

$ __________

ssessment is reonstrate value-fo

cumentation whic

Lise mark (X) the mas per the Canadpean Union Com

ied only by a particthe requirement is tition for technical r

g goods, or to maint

nal supplier of goodor services: (i) canny with existing equipconvenience or sub

uppliers requested p

ential requirements

y by a contractor ac

otype or a first goodoriginal developmenorporate the results cceptable quality ssearch and develop

d building or related

arding matters of a dering process couonomic disruption, o

s of urgency brougme using open tend

ve procurement prer capable supplie

e procurement pring the required g

Strategmited Tend

lations, public bidding. In rarered goods or s

uding operatingcan be found i

ith supporting dor to making a

_____________

_____________

_____________

_____________

☐ NSERC ☐

_____________

quired for all resor-money, whichch is described i

mited Ten 

most appropriatdian Free Trade mprehensive Eco

cular supplier and nfor a work of art; (i

reasons

tain specialized go

ds or services that not be made for ecopment, software, se

bstantial duplication

participation

of the tender docu

ccording to provisio

d or service that is dnt. Original developof field testing andtandards, but doespment costs

d property, or portio

confidential or privld reasonably be eor otherwise be co

ht about by events dering (CFTA & CE

rocess whereby thers.

rocess used whengoods or services

gic Procuredering App

policy and McMe, specific or e

services. The Sg, research, ann the Strategic

documentationa commitment

______________

_____________

____________

____________

☐ FEDDEV

________ (if ap

search-funded p is typically shown the Fair Marke

deringte reason listed Agreement (CFT

onomic and Trad

no reasonable alteri) the protection of

ods that must be m

were not included onomic or technicaervices or installatio

n of costs for the pro

umentation were su

ons of a warranty o

developed in the copment of a first good to demonstrate ths not include quanti

ons thereof, that m

ileged nature are toxpected to comprontrary to the public

unforeseeable by ETA) or selective te

he purchaser appr

n it is widely acceps.

ement proval Form

Master Universexceptional circStrategic Procuncillary, capitac Procuremen

must be includt to the suppli

______________

_____________

(after discount

Added Value

☐ Operating

pplicable)

purchases valuedwn through a co

et Value Brochure

in this table TA) and de Agreement (C

rnative or substitutepatents, copyrights

maintained by the m

in the initial procurl reasons such as ons procured unde

rocuring entity

ubmitted

or guarantee held in

ourse of, and for, aod or service may inhat the good or servity production or su

ay be performed o

o be purchased anomise government cc interest

the procuring entityendering (CETA on

roaches only one

pted by industry s

m

sity’s Strategiccumstances, ourement Policy l and trust. An

nt Brochure.

ded with the puier.

______________

_____________

ts, before taxes,

$ ___________

☐ Other ___

d at $50,000 or gompetitive procure.

CETA)  

e goods or servicess or other exclusive

manufacturer of tho

rement if a change requirements of

er the initial procure

n respect of the pro

a particular contractnclude limited vice is suitable for upply to establish

nly by the lessor

d the disclosure of confidentiality, resu

y, the goods or nly)

supplier for good

standards that the

c Procurementnly one supplieand related pr

n overview of t

urchase requis

_____________

_____________

and over contrac

_____________

_____________

greater, particularement process.

CFTA

AE

s exist e rights; ✓ 

ose ✓

of

ement; ✓

operty ✓

t

fult ✓

ds or services, eve

ere is ONLY one s

t Policy SP-01er or consultanrocedures applthe University’

ition

__________

___________

ct term)

___________

___________

arly those that Please attach

A  CETA 

cceptable xceptions

✓ 

en though

supplier

 

1, nt y s

Page 2: Strategic Procurement Limited Tendering Approval Form

Just

Explathe m(Attac

 

 Ackn

1. I sCcLdc

2. I

Pr

Si

Da

Co

Whagrdec o

o

 

Ple

tification

ain in detail whyminimum requirech additional pa

nowledgeme

have read astructured to mCanada; and tocontract awardLimited Tendedocumentation competitive con

abide by the U

Signing Authority

rinted Name

ignature

ate

onsulting Ser

here the above trreement, other tcision-making”.

$0 up to but n

$1,000,000 or

ease complete

y you are requeements, pleaseages if necessa

ent and Appro

and understanmeet all Federo protect both t. Therefore, if t

ering Approvafor the purcha

ndition(s).

University’s Co

Req(re

 

rvices Only:

ransaction is for “than an employ The following si

not including $1

r greater: Presid

e for all 3 Sign

esting a non-coe elaborate howary).

oval

d the Universitral and Provinthe University the minimum n

al Form must base requisition.

nflict of Intere

questor equired)

“Consulting” seyment agreemengnatures are req

1,000,000: Presi

dent Signature a

ning Authoritie

ompetitive procw on the suppli

ty’s Strategic cial laws (i.e. and the individ

number of reqube completed a. I have attach

est Policy for E

Acco(

rvices defined bynt, provides expquired in addition

dent Signature

and Board of Di

es or 2 Signin

curement. If theier is uniquely q

Procurement trade agreem

dual purchaseruired competitivand forwardedhed the requir

Employees as

ount Holderrequired)

y the Broader Pupert or strategicn to those above:

required:

rectors Approv

ng Authorities

e Recommendequalified and w

Policy SP-01ments) that govr from liability tve written quot to Strategic Pred documenta

s it relates to th

Chaior otha

(

ublic Sector as “ac advice and rela:

__

val required: __

if the Reques

ed Supplier is why this unique

. The Strategicvern competitithat could resutations are not Procurement aation in suppo

his procuremen

ir/Dept Head one higher

an Account Holder

(required)

a person or entiated services fo

______________

______________

stor and Acco

the only one theness is import

c Procurementve bidding pra

ult from a chall solicited, a du

as part of the sort of the sele

t.

AssistPres

(Admin&

APGRANTE

(SIGNAREQ

ty that under anor consideration

______________

______________

unt Holder are

hat can satisfyant

t Policy is actices in enge to a

uly signed supporting cted non-

ant Vice-sident

nistration) CFO

PPROVAL ED IN MOSAIC ATURE NOT QUIRED)

n n and

___________

___________

e the same.

 

headrir
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Last Revised Date: Feb 11, 2019