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PWGSC Contract management guide
Contract Management Guide Introduction ......................................................................................
Contract management guide Not receiving what you contracted for .............................................................
Contract management guide Assessing environmental benefits ..................................................................
Contract management guide Part three  statutory, regulatory and policy references ...........................................
Contract management guide Introduction The purpose of this Contract Management Guide  CMG  is to provide Public Works and ...
Contract management guide Organization of the guide The guide is organized in three parts  Part One     Part one describes...
Contract management guide Spending, performance and payment authorities and their relationship to contract management When...
Contract management guide Under the Treasury Board Directive on Delegation of Financial Authorities for Disbursements Spen...
Contract management guide  Certification authority Certification authority is the authority, according to section 34 of th...
Contract management guide Part one     the procurement life cycle The procurement life cycle comprises four phases  1. 2. ...
Contract management guide 1. Pre-Contractual phase This phase involves the activities associated with identifying, definin...
Contract management guide The greatest contribution to achieving value for money and ensuring your objectives are met can ...
Contract management guide The requirements definition stage provides a key opportunity to consider environmental impacts a...
Contract management guide Depending upon the dollar value, type of contract  goods, services or construction , and circums...
Contract management guide  Written arrangement should always be established between the department and other organizations...
Contract management guide Choosing the appropriate procurement instrument Where procurement is determined to be the most a...
Contract management guide Acquisitions branch mandatory procurement instruments Where the goods or services you require ar...
Contract management guide Developing a statement of work The next step is to fully define your requirement in a Statement ...
Contract management guide specialists in Corporate Services, Policy and Communications Branch to determine how the SOW can...
Contract management guide Key things to remember when developing your SOW or SOR       Use the department   s template    ...
Contract management guide                             national security where statutes, regulations, or prior obligations ...
Contract management guide Where it is determined that individuals working under a proposed contract will require Secret pe...
Contract management guide fairness, is desirable. Although it is an optional oversight mechanism, the use of fairness moni...
Contract management guide The Government Contracts Regulations require that contracting authorities solicit bids. The Regu...
Contract management guide Managers are required to advise their branch or region head of any procurement activity meeting ...
Contract management guide    NAFTA threshold  Annex C Please refer to Annex G for the detailed process for conducting a pr...
Contract management guide  A list of pre-qualified Aboriginal firms is maintained by Industry Canada  the Aboriginal Busin...
Contract management guide  In formally initiating a procurement, including a call-up against a standing offer, regardless ...
Contract management guide Providing non-competitive justification Where you consider that only one firm is capable of carr...
Where the procurement Contract ismanagement to be conductedguide by Materiel Management or Acquisitions Branch, managers w...
Contract management guide  These selection methods are summarized in Annex F Contractor selection can be based on a life c...
Contract management guide employee relationship is that the department may be required to assume employer liabilities such...
Contract management guide Where you are acting as your own contracting authority or have requested that Materiel Managemen...
Contract management guide 2. Contract phase This phase involves all activities from issuance of the bid solicitation for c...
Contract management guide  Temporary help services  ths  standing offers Materiel Management will                         ...
Contract management guide be appropriate to receive written confirmation. A verbal contract may be entered into by telepho...
Contract management guide Managers are not permitted to speak directly to potential bidders as the transparency of the com...
Contract management guide Evaluating competitive bids Evaluating in accordance with the solicitation In evaluating bids, i...
Contract management guide No discussion or exchange of views on the content, quality, or merit of the bids should take pla...
Contract management guide Competition normally is the best way to achieve best value. In the absence of competition, howev...
Contract management guide Awarding a contract In awarding a contract, managers are required to      Use the departmental s...
Contract management guide familiarize themselves with the Canadian International Trade Tribunal Procurement Inquiry Regula...
Contract management guide requirement, the integrity of the competitive procurement process is severely prejudiced and bid...
Contract management guide Inability to demonstrate due diligence Contracting with former public officials Contracts with f...
Contract management guide Fairness in the selection of contractor To ensure that the department   s decisions can withstan...
Contract management guide Managers must be aware that they cannot backdate contracts after they become aware that a suppli...
Contract management guide 3. Contract management phase This phase involves the activities associated with initiating work ...
Contract management guide enter the department   s facilities without having to sign in or be escorted. Any individual rec...
Contract management guide  Funds are committed when a TA is created in SIGMA. Managers should make sure that they read the...
Contract management guide Resolving disputes Contractors who do not deliver goods or provide services that meet the requir...
Contract management guide Approving payments to the contractor Managers are responsible for confirming contract performanc...
Contract management guide situations, Legal Services will draw up a formal assignment document that transfers the liabilit...
Contract management guide Terminating the contract Excusable delays In the event a contractor fails to deliver the goods o...
Contract management guide  In the case of termination for convenience, the contractor may be seeking a claim. Either party...
Contract management guide      it is reacting to problems rather than proactively managing the resolution of problems     ...
Contract management guide  Unnecessary amendments Inappropriate or unnecessary amendments can compromise public scrutiny o...
Contract management guide                      supervise the contractor   s resources direct how the work is to be carried...
Contract management guide  Contracts with milestone or progress payments normally hold back a percentage of the total amou...
Contract management guide Contracts containing cost reimbursable elements must incorporate an appropriate audit clause. Th...
Contract management guide Addressing contractor claims Managers may from time to time find themselves dealing with a situa...
Contract management guide       All SIGMA users are limited to contracting with suppliers already in SIGMA and that are no...
Contract management guide The management of government records25 is subject to the provisions of statutes such as the Acce...
Contract management guide Where the manager is the project authority and either Materiel Management or Acquisitions Branch...
Contract management guide damage to Crown assets due to willful tampering or malicious activity, or loss of information, w...
Contract management guide equipment. In addition, the department has paid for a benefit that it did not receive, which in ...
Contract management guide Approving final payments before formal acceptance The Financial Administration Act sets out prec...
Contract management guide      final payments on contracts containing audit provisions are not made until the required aud...
Contract management guide  Not returning intellectual property Where Crown-Owned Intellectual Property provided to the con...
Contract management guide Part two  checklist and glossary Introduction This section of the Guide is intended to provide m...
Contract management guide Environmental Awareness Tool Kit     provides a broad range of environmental information and res...
Contract management guide           Will the proposed contractor be required to use, collect and or store government infor...
Contract management guide                   Have you consulted the PWGSC Risk Management experts  If the requirement is fo...
Contract management guide Evaluation                                   In developing your evaluation criteria, have you co...
Contract management guide              If the estimated cost of the procurement exceeds  2,000,000, has approval of the pr...
Contract management guide                  Have you ensured that technical bids are evaluated separately by the evaluation...
Contract management guide  Call-Ups against a standing offer                                  For temporary help services,...
Contract management guide       merits of the successful bidder   s bid should be discussed, without divulging proprietary...
Contract management guide              Have you confirmed that contractor travel was approved in advance  Have you confirm...
Contract management guide  Employer-Employee relationships                              Are you overseeing the work and th...
Contract management guide                                       Have you assessed the contribution of the procurement stra...
Contract management guide Glossary of definitions Advance contract award notice  ACAN   A notice that is posted for no les...
Contract management guide contractor has the latitude of how to achieve a specified amount of work.  2  a contract in whic...
Contract management guide such a relationship that employers have the order and control of the work done by employees, i.e...
Contract management guide Low dollar value  LDV   currently defined as procurements at or below  25,000 for goods for Mate...
Contract management guide  SELECT  The department   s automated selection system used to identify firms for the acquisitio...
Contract Management Guide Part three  statutory, regulatory and policy references Statutes Access to Information Act Confl...
Contract Management Guide National Joint Council Travel Directive Other Government of Canada Policies Policy on Green Proc...
Contract Management Guide Guidelines A Template for Transformation Business Case  TB  Basic Guidelines for Bid Evaluation ...
Contract Management Guide Annex A  statement of work checklist This checklist is intended to trigger critical thinking and...
Contract Management Guide Annex A1  statement of work template  1. Title and date 2. Scope     objective     background   ...
Contract Management Guide Annex B  Security Requirements Check List Process The following annex provides the roles and res...
Contract Management Guide 2. eSRCL Process  MM or RAS is the Contracting Authority  This process is followed when either M...
Contract Management Guide 3. eSRCL Process  Acquisitions Branch is the Contracting Authority This process is followed when...
Contract Management Guide  Annex C  trade agreements The dollar thresholds by trade agreement type and contract type are r...
Contract Management Guide Additionally, contracting is subject to the following bi-lateral trade agreement thresholds unti...
Contract Management Guide  g   purchases made under exceptionally advantageous conditions.  Exceptions There are certain c...
Contract Management Guide Annex D  exceptions to competition under the government contracts regulations  The conditions fo...
Contract Management Guide iv.  Are there alternative sources of supply for the same or equivalent materiel support  If no,...
Contract management guide Annex E  evaluation criteria Type  Description  When to Use  Advantages  Disadvantages  Mandator...
Contract management guide Annex F  selection methodologies Type  When to Use  Advantages  Disadvantages  Lowest priced res...
Contract management guide Annex G  procurement risk assessments  In line with PWGSC s procurement governance requirements,...
Contract management guide Step 1  pre screening criteria The purpose of the initial screen criteria is to target files wit...
Contract management guide  Step 3  next steps based on the risk level for the planned procurement Using the Risk Level  Hi...
Contract management guide Annex H-N  reserved  105  P a g e  PWGSC contract management guide  2015 revision phase 1a
Contract management guide Annex O  contract management guide bulletins The Contract Management Guide Bulletin System is a ...
Contract management guide CMG Bulletin 2011-1  non-employee taxi travel in a headquarters area Effective 2011-08-01 Backgr...
Contract management guide 8. Reimbursement of pre-authorized, receipted and justified travel costs can be billed  against ...
Contract management guide CMG Bulletin 2012-1  contracting for services with former public servants Effective  This guidan...
Contract management guide Servant provisions apply to them. See the Standard Acquisitions Clauses and Conditions  SACC  fo...
Contract management guide  Fig 1.  3. Your branch or region will be required to certify Contracting with Former Public Ser...
Contract management guide CMG bulletin 2015-1  applications of integrity measures Effective  replaced by bulletin 2016-01 ...
Contract management guide CMG bulletin 2015-2  non-competitive procurement for services     25k Effective  This informatio...
Contract management guide CMG bulletin 2015-3  applications of integrity measures Effective  Replaced by 2016-01  114  P a...
Contract management guide CMG bulletin 2016-1  Update to the application of integrity measures Effective  Ongoing-- this b...
Contract management guide Integrity verification requirements  1. Integrity checks are not required for  exclusions   a  A...
Contract management guide c. Supply arrangements  SA  are checked for compliance with the Integrity Regime when they are e...
Contract management guide  118  P a g e  PWGSC contract management guide  2015 revision phase 1a
Contract management guide Standard solicitation documents and contracts As required by both the Contract Management Contro...
Contract management guide relevant conviction or act, confirmation to proceed will not be given by DOB. The contract shoul...