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Archived [2008-09-01] - Contracting Policy

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Table of Contents

Index 1. Policy objective 2. Policy statement 3. Application 4. Policy requirements 4.1 Contract policy requirements 4.2 Related requirements 5. Monitoring 5.1 Reporting mechanisms 5.2 Audit and evaluation 6. References 7. Enquiries 8. Procedural requirements - general 8.1 Authorities 8.2 Roles and responsibilities 8.3 Employment equity 8.4 International Sanctions 8.5 Official languages 8.6 North American Free Trade Agreement (NAFTA) 8.7 World Trade Organization - Agreement on Government Procurement (WTO-AGP) 8.8 Agreement on Internal Trade (AIT) 8.9 Common services 8.10 Energy Management 8.11 Lobbyists and Contracting 9. Best value 9.1 General 10. Bidding and selection 10.1 The Government Contracts Regulations 10.2 Exceptions 10.3 Acquisition 10.4 Requirements definition 10.5 Selection 10.6 Establishing price 10.7 Soliciting bids and selecting a contractor 10.8 Receiving bids 11. Contract award 11.1 Review mechanism 11.2 Approval requirements 11.3 Government security policy 11.4 Contractual arrangements with other governments 12. Contract administration 12.1 General 12.2 Financial considerations 12.3 Contract documentation 12.4 Contract documentation content 12.5 Criminal Code, the Financial Administration Act and the Trade Agreements 12.6 Contract performance 12.7 Non-performance of contractor 12.8 Disputes 12.9 Contract amendments 12.10 Contractual arrangements involving Crown corporations 12.11 Protecting the interests of the Crown 12.12 Insurance 13. Construction contracts 13.1 General 13.2 Administration of construction contracts 13.3 Construction claims mediation 14. Goods contracts 14.1 General 14.2 Delegation 15. Leases 15.1 General 16. Service contracts 16.1 General 16.2 Contracting for the services of individuals and Public Service employment 16.3 Employer-employee relationships 16.4 Contracts for research and development 16.5 Remuneration and fee policy 16.6 Total value of the contract 16.7 Contracting with non-nationals 16.8 Former public servants in receipt of a pension or a lump sum payment 16.9 Contracting with public servants 16.10 Consulting and professional services 16.11 Administration of consulting and professional services contracts 16.12 Temporary help services 16.13 Contracting for Advertising and Public Opinion Research Services 16.14 Truck haulage rates 16.15 Preparation of T1204 Supplementary Slips for Contracts for Services 16.16 Tax Treatment of Non-Residents Who Perform Services in Canada 16.17 Contracting for the provision of energy services Appendix A - Definitions Appendix B - Regulations respecting government contracts Short Title Interpretation Application PART I - Conditions of contract entry PART II - Security Appendix C - Treasury Board Contracts Directive, June 26, 1987, as amended PART I - Basic Contracting Limits PART II PART III - Emergency Contracting Limit Appendix D - The Federal Contractors Program for Employment Equity Introduction Background - The Federal Contractors Program for Employment Equity 1. General 2. General Procedures for soliciting bids or awarding contracts estimated at $200,000 or more 3. Procedures Applicable to 'Ineligible Contractors' 4. Reporting and Monitoring 5. Compliance Review 6. Sanctions 7. Roles and responsibilities Appendix E - Federal Contracts for Building Services in the Province of Ontario Additional Conditions to the General Conditions Appendix F - Official Languages Objective Appendix G - The Conflict of Interest and Post-Employment Code for Public Office Holders (1994) Appendix H - Approval of contractual proposals 1. Introduction 2. Required information 3. Format requirements for submission to Treasury Board 4. Evaluation of submissions Appendix I - Temporary help services 1. Background 2. Contracting procedures 3. Expenditure coding Appendix J - Selection process and establishment of fees for consulting and professional services 1. Selection process 2. Establishment of fees (see article 16.5 of the Contracting Policy Guidelines) Appendix K - Annual reporting requirements for contracting activities TB 813169, June 29, 1990, as amended 1. Reporting requirements for government departments and agencies 2. Reporting requirements for the Departments of Public Works 3. Reporting requirements for the Department of Supply and Services 4. Reporting date Appendix L - Acceptable Bonding Companies 1. Canadian Companies 2. Provincial Companies 3. Foreign Companies Appendix M - Lobbyists and Contracting Appendix N - Bid depositories Appendix O - Federal Building Initiative - Energy Management 1. General 2. Policy Appendix P - Dredging 1. Additional requirements 2. Interdepartmental dredging committee 3. Additional terms and conditions Appendix Q - Reserved Appendix R - Policy on the Use of Standby Letters of Credit as an Alternative to Bid or Contract Security for Federal Government Contracts 1. Definitions 2. Nature of Letters of Credit 3. Policy on use of Letter of Credit 4. Form of Letter of Credit 5. Determination of Face Amount and Term of a Letter of Credit 6. Payment of a Letter of Credit 7. ICC Uniform Customs and Practice for Documentary Credits 8. Safekeeping Appendix S - Surety bonds for government contracts Appendix T - James Bay and Northern Quebec Agreement - Contract Priority 1. General 4. List of Inuit Firms 5. Contracting procedures 6. Bid Evaluation Criteria 7. Bid Solicitation from Supplier's Lists 8. Bid Invitation using Public Notice ANNEX A - Definitions Appendix U - Reserved Appendix V - Reserved Appendix W - Reserved Appendix X - Reserved Appendix Y Appendix Z - Reserved