[ Chapter 1 ] [ Chapter 2 ] [ Chapter 3 ] [ Chapter 4 ] [ Chapter 5 ] [ Chapter 6 ]
[ Chapter 7 ] [ Chapter 8 ] [ Chapter 9 ] [ Chapter 10 ] [ Chapter 11 ]
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 1 - Overview | 1.1 | Chapter 1 - Public Procurement | |
| 1.001 | Public Works and Government Services Canada Procurement | 1.5 | Supply Manual |
| 1.001 | Governing Postulate (Integrity) | 1.10.1 | Integrity |
| 1.001 | Guiding Principles | 1.10.5 | |
| 1.002 | The Legal Framework | 1.15 | |
| 1.003 | Financial Administration Act | 1.20.5 | Financial Administration Act and the Govt Contracts Regulations |
| 1.004 | Government Contracts Regulations | 1.20.5 | Financial Administration Act and the Govt Contracts Regulations |
| 1.005 | Treasury Board | 1.30.1 | |
| 1.006 | Treasury Board Contracts Directive | 1.30.15 | |
| 1.007 | Treasury Board Contracting Policy | 1.30.5 | |
| 1.010 | Mandate of Department of Public Works and Government Services | 1.20.1 | Department of Public Works and Government Services Act |
| 1.013 to 1.026 | Department of Public Works and Government Services Act | 1.20.1 | |
| 1.032 to 1.059 | Defence Production Act | 1.20.10 | Portions deleted. The new Manual describes the act more briefly. |
| 1.070 to 1.071 | Comprehensive Land Claims | 1.25.20 (a) | Comprehensive Land Claims Agreements |
| 1.072 | Ratified Comprehensive Land Claims Agreement | 9.35.5 | Comprehensive Land Claims Agreements in Effect |
| 1.073 | National Park agreements and DND Co-operation Agreements | 9.35.10 | National Park agreements and DND Co-operation Agreements |
| 1.080 | For more information | 9.40.5 (d) and 9.35.5.1 |
Application of PSAB and CLCAs |
| 1.085 | Other Laws, Regulations and Government Policies | 1.20.20 | |
| 1.090 to 1.092 | User Guide-Organisation of the Manual | 1.5.1 | Organization of the Manual |
| 1.095 | Presentation Format | 1.5.5 | Supply Manual Format |
| 1.100 | Discretion to Act | 1.40.1 | Use of Judgement & Knowledge |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| 2.000 | Chapter 2 - Best Practices | Chapter 2 - Defining the Requirement and Requisition Receipt | |
| 2.001 | Ensure Integrity | 1.10.10 (a) | Ensure Integrity |
| 2.002 | Maintain Records | 1.10.10 (l) | Maintain Records |
| 2.003 | Obtain Confirmation | 1.10.10 (h) | Obtain Confirmation |
| 2.004 | Consult | 1.10.10 (c) | Consult with Peers |
| 2.005 | Liaise with Client | 1.10.10 (d) | Liaise with the Client |
| 2.006 | Use Specialists | 1.10.10 (e) | Use Specialists |
| 2.007 | Maintain Confidentiality | 1.10.10 (g) | Maintain Confidentiality |
| 2.008 | Know your Supplier | 1.10.10 (j) | Commodity Knowledge |
| 2.009 | Analyze | 1.10.10 | Procurement Best Practices |
| 2.010 | Communicate Effectively | 1.10.10 (f) | Communicate Effectively |
| 2.011 | Get Involved Early | 1.10.10 (b) | Get Involved Early |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 3 - Requisition Receipt | Chapter 3 - Procurement Strategy | ||
| 3.001 to 3.003 | Allocation | 2.30.5 | Requisition Allocation Within PWGSC |
| 3.005 to 3.007 | Extract Files | 2.35 | |
| 3.008 | Part Files | 2.35.1 | |
| 3.009 | Review - Industrial Security Requirements | 2.50 | Industrial Security Requirements. |
| 3.010 | Agreements Signed by PWGSC | 1.45 (b) | |
| 3.011 | Special Procurements | 2.10 | |
| 3.012 to 3.016 | Price and Availability Enquiries | 2.40 | |
| 3.020 to 3.021 | Requisition Checklist | Annex 2.1 | |
| Annex 3.1 | Division of Responsibilities between PWGSC and DND for the Acquisition of Goods and Services | Annex 1-2 (section A) |
Specific Division of Responsibilities Agreements |
| Annex 3.2 | Division of Responsibilities between PWGSC and DND for the Quality Assurance of Materiel and Services | Annex 1-2 (section B) |
|
| Annex 3.3 | Division of Responsibilities Between PWGSC and TC for the Acquisition of Material and Services | N/A | Deleted. This client department agreed that their Annex is no longer required. A generic Matrix is also now included in the Supply Manual in Chapter 1. |
| Annex 3.4 | Division of Responsibilities Between PWGSC in Support of CIDA's Grant-aid Program | N/A | Deleted. This client department agreed that their Annex is no longer required. |
| Annex 3.5 | Memorandum of Understanding Between PWGSC and the Canada Post Corporation | N/A | Deleted. This client department agreed that their Annex is no longer required. |
| Annex 3.6 | Price and Availability Request | N/A | Deleted. The Supply Manual is not the appropriate place for samples of covering letters to clients. |
| Annex 3.7 | Matrix of Responsibilities between PWGSC and Client Departments for the Procurement of Goods and Services (Generic) | Annex 1.1 |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 4 - Solicitation Process | |||
| 4.001 | Chapter 4 - National and International Trade Agreements | 1.25.1 c | International and National Trade Agreements |
| 4.002 to 4.003 | Comprehensive Land Claims Agreements | 9.35.1 (d) | Comprehensive Land Claims Agreements (CLCAs) |
| 4.004 | Procurement Obligations | N/A | Section heading is deleted. |
| 4.005 | Requirements Definition | 9.35.25 | |
| 4.006 | Access to Aboriginally-Owned Lands | 9.35.30 | |
| 4.007 | Notification of Procurement | 9.35.35 and Annex 9.2 |
|
| 4.008 to 4.009 | NAFTA | 1.25.5 | |
| 4.010 | WTO-AGP | 1.25.10 | |
| 4.012 | AIT | 1.25.15 | |
| 4.013 | AIT | 1.25.1 (d) | Coverage Under Multiple Agreements |
| 4.014 to 4.018 | Canadian International Tribunal | 1.35.1 | Canadian International Trade Tribunal |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 5 - Sourcing Strategy | Chapter 5 - Evaluation and Selecting the Contractor | ||
| 5.001 | Determining the Extent of Competition | 3.15 | Non-Competitive Contracting Process |
| 5.002 | Determining the Extent of Competition | 3.15 | Non-Competitive Contracting Process |
| 5.007 | Use of the National Security Exceptions | 3.105 | National Security Exceptions |
| 5.008 to 5.011 | Text of the National Security Exceptions | 3.105.5 | |
| 5.012 | Text of the National Security Exceptions | 3.105.10 | Procedures for invoking a National Security Exception |
| 5.013 to 5.014 | Text of the National Security Exceptions | 3.105.5 | |
| 5.020 - 5.022 | Comprehensive Land Claim Agreements | 9.35.40 | Right of First Refusal |
| 5.030 to 5.038 | NAFTA, WTO-AGP and AIT | 3.15, 3.25, Annex 3.2 |
Text was reworded and reorganized. |
| 5.040 | Competitive Processes | 3.10 (b) | Competitive Contracting Processing |
| 5.041 | Procurements Subject to Trade Agreements | 3.50.1 | |
| 5.043 | Procurements Not Subject to Trade Agreements | 4.75.45.10 | |
| 5.044 | Public Advertising | 4.75.10, 4.75.35, Chap. 6 |
|
| 5.046 | Source Lists | TBD | Deleted and deferred for review for possible inclusion in a future version. |
| 5.047 & 5.048 | Selecting the Notification Process | TBD | Deleted and deferred for review for possible inclusion in a future version. |
| 5.050 & 5.051 | NAFTA, WTO-AGP and AIT Tendering Approaches | 3.25 | Trade Agreement Tendering Approaches |
| 5.060 to 5.065 | Determining Eligible Bidders | TBD | Deleted and deferred for review for possible inclusion in a future version. |
| 5.066 | Set-Aside Program for Aboriginal Business | 9.40 | Procurement Strategy for Aboriginal Business |
| 5.070 to 5.074 | Canadian Content Policy | 3.130 | Canadian Content |
| 5.090 to 5.101 & 5.103 |
Procurement Review for Socio-Economic Benefits | 3.70 | Industrial and Regional Benefits (IRB) Program |
| 5.104 | Shipbuilding, Repair, Refit and Modernization | 3.170 | Portion of text was deleted. (Policy needs to be reviewed.) |
| 5.105 to 5.111 | Shipbuilding, Repair, Refit and Modernization | N/A | Deleted. (Policy needs to be reviewed.) |
| 5.116 | Supplier Qualifications | 5.35, 4.10.25.5, 4.30.15 |
|
| 5.117 | Requirements below $25,000 | 3.60 | Low Dollar Value |
| 5.123 | Procurement Business Number | N/A | Deleted. Procurement Bussiness Number is addressed in 2003 as well as all other standard instructions. |
| 5.124 | Controlled Goods | 3.165 | |
| 5.126 | Geographic Factors | 3.60.5 | Geographic Factors and Low Dollar Value |
| 5.128 to 5.134 | Federal Contractors Program for Employment Equity | Annex 5.1 | Federal Contractors Program |
| 5.135 | Solicitation Methods | 3.5 | Existing Procurement Instruments |
| 5.137 & 5.139 | Invitation to Tender | 4.10.10 | |
| 5.142 to 5.144 | Request for Proposal | 4.10.15 | Bid Solicitation |
| 5.148 | Request for Quotation | 4.10.1 | |
| 5.150 | Telephone Buys | 4.10.5 | |
| 5.153 | Standing Offers | 3.40 | Standing Offers |
| 5.154 & 5.155 | Methods of Supply | 3.40 | Standing Offers |
| 5.157 | Approximation Given in Good Faith | 3.40 | Standing Offers |
| 5.159 | Government Policies, Regulations and Procedures including Trade Agreements | 3.40 | Standing Offers |
| 5.162 | Approval and Signing Authority | 6.25.60 & Annex 6.43 |
Contract Approval and Signing Authorities in Support of Clients' Programs Only - Other than for Canadian Commercial Corporation |
| 5.164 | Treasury Board Contracting Limits | 4.10.20.1 | Partially included in 4.10.20.1. The table has been deleted. |
| 5.166 | PWGSC Call-up Limitation | 4.10.20.1 | Standing Offer Procedures |
| 5.168 | Treasury Board Approval | N/A | Deleted |
| 5.170 | Limitation of Expenditure | 4.10.20.1 (b) | Standing Offer Procedures |
| 5.172 | Coding in the Automated Buyer Environment (ABE) System | 4.10.20.1 (c) | Standing Offer Procedures |
| 5.174 | Types of Standing Offers | 7.10.1 | Standing Offers |
| 5.176 | Authorized Users | 4.10.20.1 (e) | Standing Offer Procedures |
| 5.177 | Authorized Users | 4.10.20 | Request for Standing Offers |
| 5.180 | Competitive and Non-competitive Call-ups | 4.10.20.5 & 3.40 | Ranking and Methodology for Multiple Standing Offers - check again |
| 5.181 | Non-competitive Call-ups | 3.40 (l) | Standing Offers |
| 5.182 | Duplication of Standing Offers | 3.205.15 | Duplication of coverage in Standing Offers and Supply Arrangements |
| 5.184 | Standing Offer Forms | 4.10.20.10 | |
| 5.186 | Industrial Security | 4.30.20 | Industrial Security in Standing Offers and Supply Arrangements |
| 5.188 | Withdrawal of a Standing Offer | 8.75.5 (b) | Revisions to Standing Offers |
| 5.190 & 5.192 | Supply Arrangements (SA) | 3.45 | |
| Annex 5.1 | Canadian Content Policy | 3.130 & Annex 3.6 |
Canadian Content |
| Annex 5.2 | Detail Document - Procurement Review Committee | Annex 3.5, Appendix A |
|
| Annex 5.3 | Contract Award Process (CAP) Codes | N/A | Deleted for review and possible incorporation in the future. CAP codes are still shown in Annex 3.2. |
| Annex 5.4 | Treasury Board Questions for Sole Source | Annex 3.1 | Treasury Board Questions For Sole Source |
| Annex 5.5 | The Rules of Origin Determination | Annex 3.6 (#9) |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 6 - Developing the Procurement Strategy | Chapter 6 - Approval and Authorities | ||
| 6A.001 | Contract Splitting | 6.1 (e) | General |
| 6A.005 | Treasury Board Approval | 6.5.15 (a) | |
| 6A.006 | Treasury Board Approval | Annex 6.4.6 and 6.5.1.5 |
Formal Procurement Plan & Contract Amendment Approval Instructions & Formal Procurement Plan |
| 6A.007 | Treasury Board Approval | 6.5.15 (c) and 6.5.15.5 |
Treasury Board submission & Retroactive approval of Contract |
| 6A.008 | Treasury Board Approval | 6.5.15 (d) | |
| 6A.009 | Treasury Board Approval | 6.5.15 (e) | |
| 6A.010 | Treasury Board Approval | 6.15.5 (e) | |
| 6A.011 | Treasury Board Approval | 6.5.15 (f) | Buy for lease has been cancelled |
| 6A.020 | Treasury Board Basic Contracting Limits | Chapter 6 | |
| 6A.030, 6A.031, 6A.032, 6A.033, 6A.035, 6A.036 | Treasury Board Exceptional Contracting Limits | 6.25.50 | |
| 6A.036 | Treasury Board Exceptional Contracting Limits | Annex 6.4.3 & Annex 6.4.1 |
|
| 6A.040 to 6A.051 | Internal Approval and Signing Authority (in support of clients' programs only) | 6.20 | Contract Approval and Signing Authorities |
| 6A.060 & 6A.061 | Acting Incumbent | 6.20.1.10 | |
| 6A.065 | Forgiveness of Debts | 6.25.5 | |
| 6A.070 | Trade-ins | 6.25.45 | |
| 6A.075 | Per Diem Rates | 6.25.15 | |
| 6A.080 | No-cost Amendment | 6.25.20 | |
| 6A.085 | Royalty Payments and Licenses | Annex 6.4.1 | Approval Authorities and Additional Signing Authorities in Support of Clients' Programs Only - Other than for Canadian Commercial Corporation |
| 6B.090 | Section 6B: Defining the Requirement | 4.30.45.5 | The majority of this text is deleted. |
| 6B.096 to 6B.101 | Standards, Specifications and Purchase Descriptions | 3.150.1 | |
| 6B.105 to 6B.108 | Listing Programs | 3.150.10 | |
| 6B.112 to 6B.114 | New Standards, Specifications or Listings | 3.150.20.5 | |
| 6B.118 to 6B.120 | Canadian General Standards Board | 3.150.20.1 | CGSB Responsibilities |
| 6B.124 & 6B.125 | Department of National Defence | N/A | Deleted |
| 6B.130 | Technical Data | N/A | Deleted |
| 6B.136 | Canada/United States Joint Certification Program | 3.180 | |
| 6B.142 & B.143 | Bid Evaluation Criteria | N/A | Deleted and deferred for review for possible inclusion in a future version. |
| 6B.144 | Bid Evaluation Criteria | 4.30.45.5 | No Substitute Products |
| 6B.145 | Bid Evaluation Criteria | Deleted and deferred for possible inclusion in a future version. | |
| 6B.146 & 6B.147 | Bid Evaluation Criteria | Deleted and deferred for review for possible inclusion in a future version. | |
| 6B.148 | Bid Evaluation Criteria | 4.35.5 (b) | Rated Criteria |
| 6B.149 to 6B.151 | Bid Evaluation Criteria | N/A | Deleted and deferred for review for possible inclusion in a future version. |
| 6B.153 | Life Cycle Costing | 3.140 | |
| 6B.159 to 6B.168 | Royalty Payments and License Agreements | 3.160 | |
| 6B.174 | Intellectual Property | 3.95 | |
| 6B.180 & 6B.181 | Electrical Equipment | 3.150.25 | |
| 6B.187, 6B.188, 6B.190 | Special Production Tooling, Special Test Equipment and DND Materiel | 10.60 | Special Production Tooling and Special Test Equipment |
| 6B.192 | Controlled Goods | 4.55 | |
| 6B.195 & 6B.196 | U.S. Defense Priorities and Allocations System | 3.190 | |
| 6C.215 to 6C.217 | Protection of Government Property, Employees and Interests | 3.195.1 (b) | Treasury Board Secretariat Risk Management Policy |
| 6C.221 | Contractor's Risks | N/A | Deleted. |
| 6C.225 to 6C.227 | Insurance | 3.195 | Insurance is covered here but in a different manner. |
| 6C.231 to 6C.234 | Government Property | N/A | Deleted and deferred for review for possible inclusion in a future version. |
| 6C.238 | Claims | 3.195.1 | |
| 6C.244 to 6C.247 | Government Quality Assurance | 3.150.1 | Standards, Specifications and Purchase Descriptions |
| 6C.251 to 6C.253 | Government Quality Assurance at Source | 3.150.5 | |
| 6C.257 to 6C.264 | Facility and Systems Evaluations | N/A | Deleted and deferred for review for possible inclusion in a future version. |
| 6C.270 to 6C.274 | Industrial Security Requirements (Personnel or Organization) | 3.55, 4.30.10 | Industrial Security is covered in various chapters. |
| 6C.275 to 6C.278 | Foreign Ownership, Control or Influence (FOCI) | 4.30.30 | |
| 6C.279 to 6C.281 | Financial Security | 4.50 | |
| 6C.285 to 6C.287 | Bid Financial Security | 4.50.5 | Bid Financial Security |
| 6C.290 to 6C.291 | Contract Financial Security | 4.50.10 | |
| 6C.292 | Contract Financial Security | 4.50.5 (d) | |
| 6C.295 | Controlled Goods | 3.165 | |
| 6C.297 to 6C.299 | Economic Price Adjustments in Firm Price Contracts | 4.70.20.5 | |
| 6C.303 to 6C.307 | Types of Price Adjustment | 4.70.20.50 | |
| 6C.313 | Exchange Rate Fluctuations | 4.65 | |
| 6C.320 & 6C.321 | Subcontracting | 8.85 | |
| 6C.327 to 6C.331 | Warranty | 4.70.5.1 | |
| 6C.337 | Audit | 4.70.35 (b) | |
| 6C.341 | Cost Reimbursable Contracts | 4.70.35.5 | Cost Reimburable contracts - Certification and Audit |
| 6C.345 | Firm Price Contracts | 4.70.35.1 | Firm Price Contracts - Price certification and Discretionary Audit |
| 6C.349 | Fixed Time Rate Contracts | 4.70.35.10 | Fixed Time Rate Contracts - Time Verification |
| 6C.353 | Refunds of Excess Profits | 8.155.1 | |
| 6C.357 | Differences of Opinion/Interpretation | 8.170 | Differences of Opinion or Interpretation |
| 6D.378 | Official Languages Act and Regulations | 4.20 | Offical Languages Obligations in Procurement |
| 6D.379 to 6D.381 | Official Languages Obligations | 4.20 | |
| 6D.382 to 6D.384 | Responsibilities | Annex 1.1 & 4.20 |
|
| 6D.390 & 6D.391 | International Sanctions | N/A | Deleted. This is covered in the General Conditions. |
| 6D.397 | Excise Taxes, Duties and GST/HST | Annex 4.3 #6 | Taxes and Duties |
| 6D.401 & 6D.402 | Customs Duty | Annex 4.3 #6 | Taxes and Duties |
| 6D.406 | Drawbacks and Duties Relief | Annex 4.3 #6 | Taxes and Duties |
| 6D.410 to 6D.414 & 6D.416 |
Defence Supplies Remission of Customs Duty | Annex 4.3 #7 | Remission of Customs Duty for Defence Supplies |
| 6D.420 | Customs Duties, Excise Taxes and GST/HST on Tools, Equipment or Spare Parts | Annex 4.3 #8 | Duty and the GST/HST on Tools, Equipment or Spare Parts in Contracts for Services by Non-residents |
| 6D.424 to 6D.428 | Duty and GST/HST on the Repair and Overhaul of Crown Property Abroad | Annex 4.3 #9 | Duty and GST/HST on the Repair and Overhaul of Canadian Goods Abroad |
| 6D.429 | Duty and GST/HST on Canadian Goods Returned | Annex 4.3 #10 | |
| 6D.430 & 6D.431 | Withholding of 15 percent on Service Contracts with Non-Residents | 4.70.20.45 | |
| 6D.435 to 6D.440 | Goods and Services Tax/Harmonized Sales Tax | Annex 4.3 #4 | |
| 6D.441 & 6D.442 | Application of GST/HST to the federal government | Annex 4.3 #4 | Taxes and Duties |
| 6D.444 | Excise Taxes | Annex 4.3 #6 | Taxes and Duties Associated with Customs and Imports/Exports |
| 6D.448 to 6D.452 | Reciprocal Taxation Agreements and Comprehensive Integrated Tax Coordination Agreements | Annex 4.3 #11 | |
| 6D.456 to 6D.462 | United States Sales Tax, Use and Personal Property Tax | Annex 4.3 #12 | |
| 6D.468 to 6D.471 | Employer-Employee Relationships | 2.55 | |
| 6D.477 | Former Public Servants | 3.90 | |
| 6D.478 | Retirement Waiting Period | 3.90 | |
| 6D.479 & 6D.481 | Treasury Board Approval | 3.90 | |
| 6D.482 to 6D.486 | Workforce Reduction Programs | 3.90 | |
| Section 6E: Process | |||
| 6E.506 to 6E.509 | Legal Services | 3.110 | |
| 6E.515 | External Communications | N/A | Deleted and deferred for review for possible inclusion in a future version. |
| 6E.521 | Basis of Payment | 4.70.20 | |
| 6E.525 - 528 | Firm Price | 4.70.20.1 | |
| 6E.532 & 6E.533 | Firm Base Price Subject to Economic Price Adjustment | 4.70.20.5 | Economic Price Adjustments (EPA) in Firm Price Contracts |
| 6E.537 to 6E.542 | Fixed Time Rate | 4.70.20.10 | Cost Reimbursale with Fixed Time Rate |
| 6E.546 to 6E.549 | Cost Reimbursable with Incentive Fee | 4.70.20.15 | |
| 6E.553 to 6E.556 | Cost Reimbursable with Fixed Fee | 4.70.20.20 | |
| 6E.560 to 6E.564 | Cost Reimbursable with Fee Based on Actual Costs (Cost Plus) | 4.70.20.25 | Cost Reimbursable with Fee Based on Actual Costs |
| 6E.568 to 6E.570 | Cost Reimbursable with No Fee | 4.70.20.30 | |
| 6E.576 to 6E.579 | Cost Reimbursable Contracts - Audit | 4.70.20.35 | |
| 6E.585 to 6E.587 | Progress Payments and Advance Payments | 4.70.30.10 | |
| 6E.591 to 6E.595 | Progress Payments | 4.70.30.15 | |
| 6E.599 to 6E.601 | Holdbacks | 4.70.30.25 | |
| 6E.605 | Advance Payments | 4.70.30.20 | |
| 6E.611 | Bidders' Conferences and Site Visits | 3.115 | |
| 6E.615 | Site Visits | 3.115 | |
| 6E.621 to 6E.623 | Transportation Costs Information | 4.70.100 | |
| 6E.627 to 6E.631 | Design Change/Deviation Procedures | 8.70.25.1 | |
| 6E.640 & 6E.641 | Procurement Time Frames | 3.20 | |
| 6E.643 | Departmental Standard Procurement Documents | 4.15.1 | |
| 6E.647 | Approval of the Procurement Strategy | 6.5 (d, e) | Procurement Approval Documents |
| 6E.651 | Contract Request Forms | N/A | Deleted |
| 6E.655 | Contract Planning and Advance Approval Process | 6.5.5 | Contract Planning and Advance Approval |
| 6E.656 to 6E.658 | Contract Planning and Advance Approval Process | 6.5.5.1 | CPAA Instructions |
| 6E.662 | Formal Procurement Plan Process | 6.5.1.5 | Formal Procurement Plan |
| 6E.663 | Formal Procurement Plan Process | Annex 6.1 | |
| 6E.667 & 6E.668 | Approvals | 3.1.1 & 6.5.1.5 | Procurement Plan & Procurement Plan for Procurements below Director General Level |
| 6F.690 | Section 6F: Solicitation Checklist | 6.15 | |
| Annex 6.1 | Conditions Imposed on the Approval Authority Limits for Departmental Personnel | Annex 6.4 | |
| Annex 6.1.1 | Contract Approval and Signing Authorities in Support of Clients' Programs Only - Other than for Canadian Commercial Corporation | Annex 6.4.1 | |
| Annex 6.1.2 | Approval Authority Limits for Goods, Services, Construction, Telecommunications and A&E Services | Annex 6.4.2 | Basic Contracting Limits |
| Annex 6.1.5 | Contract Amendment Approval Instructions | Annex 6.4.6 | |
| Annex 6.1.5 (para 8) |
Contract Code for Pre-Approved Amendments | Annex 6.4.6 (#8) | |
| Annex 6.1.7 | Guidelines for the Determination of a Qualified Firm or Individual | Deleted and deferred for review for possible inclusion in a future version. | |
| Annex 6.1.8 | Limited Tendering Reasons | Annex 3.2 | |
| Annex 6.1.9 | Contract Amendment Approval Process | N/A | Deleted |
| Annex 6.1.10 | Just in Time Approval Process - JITAP | N/A | Deleted |
| Annex 6.2 | Certification and Signing Authorities - Canadian Commercial Corporation (CCC) Contracting Documents | Annex 6.4.3 | Exceptional Contracting Limits |
| Annex 6.2.1 | Certification Authority for CCC Bids, Proposals or Quotations to Foreign Governments, their Agencies and International Agencies | Annex 6.4.3 | Exceptional Contracting Limits |
| Annex 6.2.2 | Contract Signing Authority Limits for CCC Contracts, Notices of Award, Formal Agreements and Amendments thereto between CCC and Foreign Governments, their Agencies and International Agencies and CCC and its Suppliers | Annex 6.4.3 | Exceptional Contracting Limits |
| Annex 6.4 | Canadian General Standards Board Lists and Listing Programs | 3.150.10 | Listing Programs |
| Annex 6.5 | Department of National Defence Qualified Products Litst | 3.150.15 | |
| Annex 6.6 | Management of Risks | 3.195.5.5 | Risk Management Process |
| Annex 6.7 | Insurance Clauses | Annex 4-7 | |
| Annex 6.8 | Insurance of Government-owned or Leased Vehicles | Annex 4-8 | |
| Annex 6.9 | Insurance of Government Owned or Leased Equipment | Annex 4-9 | |
| Annex 6.10 | List of GST/HST - Exempt Supplies | Annex 4-4 | |
| Annex 6.11 | Goods on Which Excise Tax Is Payable | Annex 4-5 | |
| Annex 6.12 | Application of Provincial Taxes to the Government of Canada | N/A | Deleted and deferred for later review. |
| Annex 6.14 | Interim Corporate Security Technical Standard | N/A | Deleted and deferred for later review. |
| Annex 6.14 - Appendix A |
Security in Contracting for Mobile Destruction Guidelines | N/A | Deleted and deferred for later review. |
| Annex 6.15 | Classified Levels of Shredder | N/A | Deleted and deferred for later review. |
| Annex 6.16 | Request for Non-Accessioned Disposal | N/A | Deleted. |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 7 - Competitive Procurement | Chapter 7 - Award of Contracts and Issuance of Stranding Offers and Supply Arrangements | ||
| 7A.001 | Documents | 4.30.45 | Table is deleted. |
| 7A.002 & 7A.003 | General Conditions and Supplemental General Conditions | Annex 4.1 | |
| 7A.004 | Bid Solicitation and Comprehensive Land Claims Agreements | 9.35.60 | Business Directories/Lists |
| 7A.010, 7A.011 & 7A.013 |
Canadian Content | Annex 3.6 | Canadian Content Policy |
| 7A.015 to 7A.017 | Bid Closing | N/A | Deleted. Some content addressed in Chapters 4 and 5. |
| 7A.020 | Bid Security | 4.50 | |
| 7A.021 | Bid Security | TBD | Deleted. Deferred for future review. |
| 7A.022 to 7A.024 | Bid Security | 4.50.5 (e-g) and 4.50.1 |
Bid Financial Security |
| 7A.026 & 7A.027 | Performance | 4.70.25 | Contract Performance Incentives |
| 7A.028 | Communications - Solicitation Period | 4.80.1 | Communications during the Solicitation Period |
| 7A.029 & 7A.030 | Bidders' Conference and Site Visits | 4.30.45.15 | |
| 7A.033 | Payments of Invoices - Progress Payments and Advance Payments | 4.70.50 | Invoicing Instructions |
| 7A.035, 7A.037 & 7A.038 |
Interest Payments on Overdue Accounts | 4.70.30.1 | Standard Payment Period and Interest on Overdue Accounts |
| 7A.041 | Cash Discount Considerations | 4.70.30.20 (b) | Advance Payments |
| 7A.042 | Payment by Credit Card | 4.70.55 | Payment by Acquisition Card |
| 7A.045 & 7A.046 | Cost Reimbursable Contracts | 4.70.35.5 | Cost Reimbursable Contracts - Certification and Audit |
| 7A.047 | Fixed Time Rate Contracts | 4.70.35.10 | Fixed Time Rate Contracts - Time Verification |
| 7A.051 | Method of Bid Response | 4.15.10 | Methods of Responding to a Solicitation |
| 7A.060 | Transportation Costs | 4.60 | |
| 7A.062 | Fair Wages | 4.70.95 | |
| 7A.064 | Multi-Item Bids | 4.30.45.10 | Multi-Item Bids/Offers |
| 7A.068 | Royalty Payments and Licence Agreements | 3.160 | |
| 7A.070 | Intellectual Property | 4.30.45.20 | |
| 7A.075 & 7A.076 | Exchange Rate Fluctuations | 4.65 | |
| 7A.080 to 7A.083 | Request for a Standing Offer | 4.10.20 & 4.10.20.1 |
Standing Offer Procedures |
| 7A.088 & 7A.089 | Services - Non-Permanent Residents | 4.70.70 | |
| 7A.095 | Former Public Servants | 3.90 | |
| 7A.100 | Customs Duties and Excise Taxes | Annex 4.3 #3 | Customs Duties and Excise Taxes |
| 7A.101 & 7A.102 | Customs Duties | Annex 4.3 #3 | Customs Duties and Excise Taxes |
| 7A.103 to 7A.105 | Withholding of 15 percent on Service Contracts with Non-Residents | 4.70.20.45 | |
| 7A.106 to 7A.108 | Defence Contract and Defence Supplies | 4.70.65 | |
| 7A.112 | Customs Duties, Excise Taxes and GST/HST on Tools, Equipment or Spare Parts Imported by a Non-residents | Annex 4.3 #8 | Duty and the GST/HST on Tools, Equipment or Spare Parts in Contracts for Services by Non-residents |
| 7A.115 & 7A.116 | Excise Taxes | Annex 4.3 #2 | Customs Duties |
| 7A.121 | Goods and Services Tax or Harmonized Sales Tax | Annex 4.3 #1 | |
| 7A.127 & 7A.128 | Federal Contractors Program for Employment Equity | 4.45 (b) | Certifications |
| 7A.130 | Controlled Goods | 4.55 | |
| 7A.133 | Joint Ventures | 5.90 | Evaluating Joint Venture Bids |
| 7A.140 | U.S. Defense Priorities and Allocations System | 3.190 | |
| 7A.150 | Client Review of Elements of a Bid Solicitation | 4.75.1 | Client Department Review of Elements of a Solicitation |
| 7B.160 | Publicly Advertised Procurement | 4.75.10 | Public Advertisement |
| 7B.180 to 7B.185 | Procurement Notices | 4.75.15 | Notice of Proposed Procurement |
| 7B.186, 7B.187 | Procurement Notices | 4.75.20 | Procedure for Publication of Notice of Proposed Procurement on Government Electronic Tendering Service |
| 7B.188 | Procurement Notices | 4.75.35 | Contacting Suppliers Directly During the Solicitation Period |
| 7B.190 to 7B.197 | Bid Solicitation | 4.75.25 | Procedures for Posting Solicitation Documents on Government Electronic Tendering Service / Procédures pour l'affichage de documents de demande de soumissions sur le SEAOG |
| 7B.202 | Non-electronic Bid Solicitation | 4.75.30 | Distribution of Bid material Not Electronically Available |
| 7B.203 to 206 | Additional Bid Solicitation Material | 4.75.30 | Distribution of Bid material Not Electronically Available |
| 7B.207 | Government Electronic Tendering Service (GETS) | 3.75.5 & 4.75.10 | Most of this information was deleted. (no longer correct) |
| 7B.209 | Opportunity Matching Service | N/A | Deleted. |
| 7B.210 to 7B.213 | Determining the Bidding Period | 4.75.5 | Determining the Solicitation Period |
| 7B.215 to 7B.218 | Controlled Goods | 4.55 | |
| 7B.219 to 7B.222 | Procurement Not Publicly Advertised | 4.75.45.10 | |
| 7B.228 | Bid Solicitation Lists | 4.75.40 | Distribution of Bid Solicitation Material to Invited Sources |
| 7C.250 to 7C.253 & 7C.256 |
Changes to a Bid Solicitation | 4.80.10 | Changes to the Solicitation |
| 7C.260 & 7C.261 | Bidders' Conferences and Site Visits | 4.30.45.15 | |
| 7C.267 & 7C.268 | Modification and Withdrawing of Bids | 4.95 | |
| 7D.300 | Authority | TBD | Deleted. Deferred for future review. |
| 7D.304 | Bid Timeliness | 4.85.1 | Late Bids/Offers/Arrangements |
| 7D.305 | Delayed Bids | 4.85.5 | Delayed Bids/Offers/Arrangements |
| 7D.307 to 309 | Bids submitted by Facsimile | 4.85.10 | Transmission by Facsimile |
| 7D.310 | Request for Quotation | 4.90.10 | Receipt of Quotations |
| 7D.315 to 7D.316 | Bid Receiving | 4.90 | Receipt of Bids/Offers/Arrangements |
| 7D.317 | Bid Receiving | 4.85.10 | Transmission by Facsimile |
| 7D.321 to 7D.322 | Bid Opening | 4.90 | Receipt of Bids/Offers/Arrangements |
| 7D.323 | Bid Opening | 4.90.1 | Secure Handling of Bids/Offers/Arrangements |
| 7D.327 | Handling of Sensitive Documents | 4.90 | Receipt of Bids/Offers/Arrangements |
| 7D.333 | Public Opening of Bids | 4.90.5 | Public Opening |
| 7D.339 & 7D.345 | Modification and Withdrawal of Bids | Deleted. Deferred for future review. | |
| 7D.346 to 7D.347 | Withdrawal | 4.95 | Modification and Withdrawal of Bids |
| 7D.353 | Bid Discrepancies | TBD | Deleted. Deferred for future review. |
| 7D.355 | Communications - Solicitation Period | 4.80.1 | Communications during the Solicitation Period |
| 7D.359 & 7D.360 | Evaluation of Responses | 5.40.1 | Evaluation of Technical Mandatory Criteria |
| 7D.364 | Federal Contractors Program for Employment Equity | Annex 5.1 | Federal Contractors Program |
| 7D.365 | Ineligible Contractors | Annex 5.1 #3 | Ineligible Suppliers |
| 7D.366 | Canadian Content - Certification of the Bid | Annex 3.6 #4 | Preparing a Bid Solicitation |
| 7D.367 to 7D.369 | Application of the Policy | Annex 3.6 #5 | Bid Handling |
| 7D.380 | Unsolicited Offers | N/A | Deleted. |
| 7D.384 | Qualifying Joint Venture Bids | 5.95 | Evaluating Joint Venture Bids. |
| 7D.389 to 7D.391 | Clarifications | 5.30 | |
| 7D.393 | Confidentiality of Bid Documents | 5.10 | Confidentiality of Bids |
| 7D.394 | Financial Evaluation of Bids | 5.45 | |
| 7D.396 to 7D.398 | Taxes and Duties | 5.45.5 | Foreign Taxes and Canadian Customs Duties |
| 7D.402 & 7D.405 | Financial Security | 5.60.5 | Bid Security (Financial) |
| 7D.409 | Transportation Costs | 5.45.10 | |
| 7D.413 | Exchange Rate Issues | 5.45.15 and 5.45.20 | (5.45.15) Bids in Foreign Currency (5.45.20) Exchange Rate Fluctuation |
| 7D.415 | Procurement Business Number | N/A | Suppliers are informed in the Standard Instructions. |
| 7D.416 | Controlled Goods | 3.165 (b) | |
| 7D.418 to 7D.420 | Identical Low Bids | 5.65 | Identical Low Bids - Best Value |
| 7D.425 | Multi-Item Bids | 4.30.45.10 | Multi-Item Bids/Offers |
| 7D.430 | Bid Rigging/Collusion /Fraud |
5.75 | |
| 7D.435 | Non-Standard Terms and Conditions | 3.110 (c) | |
| 7D.438 | No Responsive Bid | 5.75 | |
| 7D.440 & 7D.441 | One Responsive Bid | 5.70 | |
| 7D.445 to 7D.450 | Negotiations | 5.85 | |
| 7D.455 | Bypassing a Supplier | N/A | Deleted. Not an allowed practice. |
| 7D.460 to 7D.463 | Extending the Bid Validity Period | 5.90 | |
| 7D.466 to 7D.470 | Cancelling and Reissuing a Bid Solicitation | 4.100 | Cancelling and Reissuing a Bid Solicitation |
| 7D.471 & 7D.472 | Cancelling and Reissuing a Bid Solicitation | N/A | Deleted. Not included in 4.100 as general conditions for supply arrangments already exist. |
| 7D.478 to 7D.482 | Notification to Unsuccessful Bidders - Ship Construction and Refit | 5.110.1 | Early Notification For Ship Construction and Refit |
| 7D.486 | Other Requirements (subject is Early Notification to Unsuccessful Bidders) |
5.110 & 7.35 | Most of the text in this section is deleted. |
| 7E.500, 7E.501 & 7E.503 |
Forms of Contract Award | 7.5 | Contract Award |
| 7E.507 to 7E.511 | Qualified Suppliers | 5.60.1 | Financial Capability |
| 7E.516 & 7E.517 | Business Credit Services | 5.60.10 | |
| 7E.521 to 7E.524 | Accounts of Contractors - Assessment of Adequacy | N/A | Deleted as per discussion with Audit, Cost Analsysts, Militrary Logistics. |
| 7E.528 | Statement of Cost Accounting Practices | 5.60.15 | |
| 7E.534 - 536 | Verifying Compliance with Security Requirements | 5.15 | Verifying Compliance with Security Requirements |
| 7E.547, 7E.550 to 7E.553 |
Finalizing Elements of the Contract - Contract Security | 5.60.5 | Bid Security (Financial) |
| 7E.556 & 7E.557 | Shipping Instructions | TBD | Deleted. Deferred for future review. |
| 7E.561 to 7E.564 | Insufficient Funds on Requisitions | N/A | Deleted. TB Contacting Policy does not provide an authority to PWGSC to exceed the committed amounts. |
| 7E.570 | Intellectual Property | N/A | Deleted. |
| 7E.571 | Intellectual Property | N/A | Deleted. Deferred for future review. |
| 7E.574 | Exchange Rate Adjustments | 4.65 and 8.40 | Claims for Exchange Rate Adjustment |
| 7E.578 | Currency of Payment | 4.65 | Exchange Rate Fluctuations |
| 7E.579 & 7E.580 | Currency of Payment | Deleted. | |
| 7E.588 to 7E.590 | Unscheduled Contractor Overtime | 8.50 | Overtime |
| 7E.594 to 7E.596 | Progress Payments and Advance Payments | 4.70.30.10 (in part/partial) |
Deleted. Deferred for future review. |
| 7E.602 | Export Drawbacks | TBD | Deleted. Deferred for future review. |
| 7E.606 to 7E.610 | Goods and Services Tax and Harmonized Sales Tax | Annex 4.3 | GST/HST is addressed in chapter 4, Annex 4.3, however 7E.606 to 610 are deferred for future review. |
| 7E.613 | Provincial Taxes | 5.45.1 | Text is rewritten. |
| 7E.617 | United States Sales and Use Tax | Annex 4.3 (#12) | United States Sales Tax, Use Tax and Personal Property Tax |
| 7E.621 to 7E.628 | State of California | Annex 4.3 (#13) | Purchases from the State of California |
| 7E.635 | Treasury Board Approval | N/A | Deleted. TB approval is addressed in Chapter 6. |
| 7E.636 to 7E.637 | Contract Requests and Contract Approvals | Annex 6.2 (a & c) |
Contract Request Instructions |
| 7E.638 | Contract Requests and Contract Approvals | Annex 6.2 | Contract Request Instructions |
| 7E.639 | Contract Requests and Contract Approvals | 6.10.1 | Contract Quality Control Review |
| 7E.640 | Contract Requests and Contract Approvals | 6.10.1 (a) | Contract Quality Control Review |
| 7E.641 | Contract Requests and Contract Approvals | 6.10.1 (c) | Contract Quality Control Review |
| 7E.642 to 7E.646 | Contract Requests and Contract Approvals | Annex 6.2 | Contract Request Instructions |
| 7E.652 to 7E.657 | Letter of Intent | 7.20 | |
| 7E.663 | Go-Ahead Letters | 7.25 | |
| 7F.690 | Completing Client Inappropriately Initiated Procurement Process | 2.65 | Procurement Process Initated by Client |
| 7F.691 | Ratififcation by Treasury Board | 2.70 | |
| 7F.692 & 7F.693 | Confirming Orders and Contracts Involving Pre-contractual Work | 2.75 | |
| 7F.694 | Coding | 7.70 | |
| 7F.698 | Debriefings | 7.40 | |
| 7F.705 to 7F.707 | Disclosure of Information | 7.45 | |
| 7F.710 | Notification to Unsuccessful Bidders | 7.35 | |
| 7F.717 & 7F.718 | Posting of Award Notices | 7.30 | Procurement Reporting and Posting of Award Notices |
| 7F.724 | Industrial Security Requirements | 7.55 | |
| 7F.726 & 7F.727 | Release of Bid Security | 7.50 | Bid and Contract Security |
| 7F.733 | Mandatory Registration of Interest in Crown Goods | 8.110 | Registering Notice of Interest in Goods (Most of the text was deleted. Deferred for future review.) |
| 7F.734 | Mandatory Registration of Interest in Crown Goods | 8.110 | |
| Annex 7.4 | Handling, Custody and Safekeeping of Financial Security | Annex 5.2 | Handling Custody and Safeskeeping of Financial Security/Handling of Bills of Exchange |
| Annex 7.5 | Intellectual Property | Annex 4.2 | |
| Annex 7.7 | Preparation of a Contract Request | Annex 6.2 | Contract Request Instructions |
| Annex 7.8 | Determination of Canadian Content for a Mix of Goods and/or Services | Annex 3.6 | Canadian Content Policy |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 8 - ACAN/ Negotiated Procurement |
Chapter 8 - Contract Management | ||
| 8.001 & 8.002 | Advance Contract Award Notice | 3.15.5 | |
| 8.005 to 8.008 | Policy Requirement | 3.15.5 | |
| 8.010 to 8.012 | Exceptions | 3.15.5.15 | ACAN Exceptions |
| 8.015 | Publicly Advertised Procurement (posting process) | 4.75.25 | Procedures for Posting Solicitation Documents on GETS |
| 8.017 | Time Limits | 3.15.15.1 | ACAN Time Limit |
| 8.020 - 8.023 | Statements of Capabilities (Challenges) | 3.15.5.10 | Statement of Capabilities (Challenge Process) |
| 8.025 | DND Requirements | 4.70.100 | |
| 8.026 | Approval Authorities | Annex 6.4.2 | |
| 8.030 & 8.031 | Award Notices | 7.30 | Procurement Reporting and Posting of Award Notices |
| 8.033 | Negotiated Procurement - Receiving Bids | N/A | Deleted. |
| 8.035 | Federal Contractors Program for Employment Equity | Annex 5.1 | Federal Contractors Program |
| 8.040 | Exchange Rates | N/A | Deleted. |
| 8.045 | Negotiations | 5.85 | |
| 8.050 | Price Certification and Rate Certification | 4.45 | Certifications |
| 8.055 | Discretionary Audit | 4.70.40 | Discretionary Audit Clauses |
| Annex 8.1 | Model Advance Contract Award Notice | Annex 3.3 |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 9 - Special Procurements | Chapter 9 - Special Procurements | ||
| 9A.1 to 9A.6 | Requisition Receipt | 9.30.1 | |
| 9A.7 | Memorandum of Understanding | 9.30.5 | |
| 9A.8 & 9A.9 | Implementation | 9.30.10 | |
| Apendix A | Appendix A - Memorandum of Understanding between PWGSC and CORCAN (SOA of the Correctional Service of Canada) | Annex 9.1 | Memorandum of Understanding Between Public Works and Government Services Canada and CORCAN |
| 9B.1 | Section 9B: United States Foreign Military Sales | 9.15 | |
| 9B.2 | Section 9B: United States Foreign Military Sales | 9.15 | |
| 9B.3 & 9B.4 | Requisition Receipt | 9.15 | |
| 9B.5 to 9B.9 | Definitions | 9.15 | |
| 9B.10 to 9B.13 | Planning | 9.15.1 | |
| 9B.14 | Contracting Protocol | 9.15.5 | |
| 9B.15 | Time Frames | 9.15.10 | |
| 9B.16 to 9B.18 | Procedures followed under Price Review | 9.15 | This section has been totally rewritten by stakeholders. The original text is deleted. |
| 9B.19 to 9B.21 | Pricing and Payment | 9.15.15 | |
| 9B.23 to 9B.28 | Recoupment Charges on U.S. Government Designed Military Equipment | 9.15 | |
| 9B.29 & 9B.30 | NRCs - Commercial Contracts | 9.15 | |
| 9B.31 to 9B.37 | NRCs - FMS | 9.15 | |
| 9B.38 | Release of Information | 9.15.30 | |
| 9B.39 to 9B.43 | Processing of Documents | 9.15.35 | |
| 9B.44 & 9B.45 | Contract Administration | 9.15.40 | |
| 9B.46 & 9B.47 | Contract Amendments | 9.15.45 | |
| 9B.48 to 9B.50 | Contract Closing | 9.15.50 | |
| 9C.1 | Section 9C: Co-operative Logistics and Blanket Order Cases with the United States Department of Defense | 9.20 | |
| 9C.2 & 9C.3 | Requisition Receipt | 9.20.1 | |
| 9C.4 to 9C.6 | Planning | 9.20.5 | |
| 9C.7 & 9C.8 | Establishment and Renewal of a Stock Level Case (FMSO I) | 9.20.10 | |
| 9C.9 & 9C.10 | Establishment of a Requisitioning Case (FMSO II) | 9.20.15 | |
| 9C.11 to 9C.12 | Referral Program | 9.20.20 | |
| 9C.13 | COLOG Termination | 9.20.25 | |
| 9E.1 | Section 9E: Use of the Defence Production Revolving Fund and Loan Account | 9.25 | |
| 9E.2 to 9E.7 | Program Description | 9.25.1 | |
| 9E.8 | Utilization of the DPRF and the DPLA by the Canadian Commercial Corporation | TBD | Deleted. Deferred for future review. |
| 9E.9 & 9E.10 | Limitation | TBD | Deleted. Deferred for future review. |
| 9E.11 to 9E.14 | Planning | TBD | Deleted. Deferred for future review. |
| 9E.15 | Inventory Control | TBD | Deleted. Deferred for future review. |
| 9E.21 | Procurement Actions | TBD | Deleted. Deferred for future review. |
| 9G.1 to 9G.10 | Section 9G: Electronic Data Processing Buy for Lease Program | N/A | Deleted. This program is no longer in effect. |
| Exhibit A | PWGSC Buy for Lease Program Memorandum of Undertaking | N/A | Deleted. This program is no longer in effect. |
| 9H.1 to 9H.5 | Section 9H: Contracting for Temporary Help Services | N/A | Deleted. Information discusses specific standing offers and THS so does not belong in the SM. |
| 9J.1 to 9J.9 | Section 9J: Supply Arrangements | 3.45, 3.50.5, 4.10.25.1 |
|
| 9K.1 to 9K.12 | Section 9K: Ontario Labour Legislation | Annex 4-6 | |
| Exhibit A | Proposed letter - Requesting information from outgoing Contractor (WITH a clause) | Annex 4-6 | |
| Exhibit B | Proposed letter - Requesting information from Outgoing Contractor (NO clause) | Annex 4-6 | |
| 9L.010 | Section 9L: Set-aside Program for Aboriginal Business - Conducting Set-aside Procurements | 9.40 | Procurement Strategy for Aboriginal Business |
| 9L.020 & 9L.030 | Decision to Set Aside | 9.40.1 | Decision to Set Aside a Procurement under PSAB |
| 9L.040 | SPAB and Comprehensive Land Claims Agreements | 9.40.5 | Application of PSAB and CLCAs |
| 9L.050, 9L.060 | Set-Asides and Trade Agreements | 9.40.10 | PSAB and Trade Agreements |
| 9L.070, 9L.080, 9L.090, 9L.100 |
Set-Asides and Canadian Content | 9.40.15 | PSAB and Canadian Content |
| 9L.110 | Subcontracting Plans | 9.40.20 | |
| 9L.120 | Sound Contracting Principles | 9.40.25 | |
| 9L.130, 9L.140, 9L.150 |
Notification to DINA | 9.40.30 | |
| 9L.160 to 9L.170, 9L.190, 9L.200, 9L.210 |
Sourcing of Requirements under the Set-Aside Program for Aboriginal Business | 9.40.35 | Sourcing of Requirements under PSAB Set-asides |
| 9L.220 | Legal Entity | 9.40.40 | Notification to Indian Northern Affairs Canada |
| 9L.230, 9L.240, 9L.250, 9L.260, 0L.270, 9L.280, 9L.290 |
Certification by Bidders | 9.40.45 | Certification by Suppliers |
| 9L.300, 9L.305, 9L.310, 9L.320, 9L.330, 9L.340, 9L.350, 9L.360 |
Audits of Bidders Certification | 9.40.50 | Audits of the Bidder/Offeror/Supplier Certification |
| 9L.370 | Bid Challenge | 9.40.55 | |
| 1 to 15 | Set-Aside Procedures Checklist | Annex 9.5 | Procurement Strategy for Aboriginal Business Set-aside Checklist |
| Section 9M: Land Claims Set-aside Policy | |||
| 9M.010 | Introduction | 9.35.1 | |
| 9M.020 | Policy | 9.35.1 | |
| 9M.025 | CLCAs and Set-aside Program for Aboriginal Business | 9.35.65 | Application of CLCAs and the Procurement Strategy for Aboriginal Business |
| 9M.030 | CLCAs and International Trade Agreements | 9.35.70 | International Trade Agreements |
| 9M.035 | CLCAs and Agreement on Internal Trade | 9.35.75 | Agreement on Internal Trade |
| 9M.040 | Determine CLCA Contracting Obligations | 9.35.20 - 9.35.95 |
|
| 9M.050 | Notice of Proposed Procurement | 9.35.80 | |
| 9M.060, 9M.070, 9M.090 |
Bid Solicitation, Delivery Clauses and Enquiries | 9.35.85 | Solicitations |
| 9M.080 | Coding | 9.35.95 | Procurement Reporting |
| Draft summary of Benefits from Treasury Board Contracting Policy Notice 1997-8 Table Headings | 9.35.20 - 9.35.95 |
||
| 9M-5 | List of Comprehensive Land Claims Agreements, National Park Co-management Agreements, and DND Co-operation Agreements listed in Treasury Board Contracting Policy Notice 1997-8 | 9.35.20 - 9.35.95 |
|
| 9M-6 | Summary of Benefits from Treasury Board Contracting Policy Notice 1997-8. Section 1 James Bay and Northern Quebec Agreement | 9.35.20 - 9.35.95 |
|
| Annex 9.1 | Requirements for the Set-aside Program for Aboriginal Business | Annex 9.4 | |
| 9.1-4 | Certification Requirements for the Set-Aside Program for Aboriginal Business | N/A | Certification Requirements for the Set Aside section has been deleted and will be merged with SACC Manual clause A3000T. Equivalent SACC Clauses for SO/SA will also be revised |
| Appendix A | The Set-Aside Program for Aboriginal Business | Annex 9.4 | Requirements for the Set-aside Program for Aboriginal Business |
| 9.1-7 | Owner/Employee Certificagtion Form. Set-aside Program for Aboriginal Business | Form deleted from Supply Manual. Owner/Employee Certification will be added as new SACC clause A30001T. |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| Chapter 10 - Cost and Profit | Chapter 10 - Cost and Profit | ||
| 10.001 & 10.002 | Cost and Profit | 10.1 | General Information |
| 10.005 & 10.006 | Establishing Costs | 10.5 | |
| 10.010 to 10.012 | Calculation of Profit on Negotiated Contracts | 10.65 | |
| 10.013 | Return on Capital Employed | 10.65.1 | |
| 10.014 | Return on Fixed Capital Employed (Between $50,000 and $249,999) | 10.65.5 | |
| 10.015 | Return on working capital employed (Between $50,000 and $249,999) | 10.65.10 | |
| 10.016 | Return on Fixed Capital Employed ($250,000 or more) | 10.65.15 | |
| 10.017 & 10.018 | Return on Working Capital Employed ($250,000 or more) | 10.65.20 | |
| 10.019 | General Business Risk | 10.65.25 | |
| 10.020 | Contractual Risk | 10.65.30 | |
| 10.021 | Total Profit | 10.65.35 | |
| 10.030 to 10.032 | Travel and Living Expenses | 10.10 | |
| 10.040 to 10.044 | Prices for Out of Plant Services of Individuals | 10.15 | |
| 10.050 to 10.055 10.058 & 10.059 |
Surplus Materials in Cost Reimbursable Contracts | 10.20 | |
| 10.065 | Costing of Lease Transactions | 10.25 | |
| 10.070 to 10.072 | Service Contracts | 10.30 | |
| 10.080 to 10.083 | Joint Ventures | 10.35 | |
| 10.090 to 10.099 | Research and Development Contracts with Universities and Colleges | 10.40 | |
| 10.105 to 10.109 | Non-Competitive Contracts with Non-Profit Organizations, excluding Universities and Colleges | 10.45 | |
| 10.115 | Non-Competitive Acquisitions from Agency and Resale Outlets, and for Manufactured Products and Repair and Overhaul Services | 10.50 | |
| 10.116 & 10.117 | Non-competitive Requirements of Non-commercial Goods and/or Services | 10.50.1 | |
| 10.118 & 10.119 | Non-competitive Requirements on Non-commercial Goods and/or Services | 10.50.5 | |
| 10.121 | Agency and Resale Outlets - Additional Requirements | 10.50.10 | |
| 10.122 | Price Analysis | 10.50.15 | |
| 10.130 to 10.134 | Transfer Pricing | 10.55 | |
| 10.150 to 10.154 | Special Production Tooling and Special Test Equipment | 10.60 | |
| Annex 10.1.0 | Reasons for the Non-applicability of Certain Costs When Utilizing Contract Cost Principles, 1031-2 | Annex 10.4 | |
| Annex 10.1.1 | Cost interpretation Bulletin - Number 01 - Excess Facilities | Annex 10.5.1 | |
| Annex 10.1.2 | Cost interpretation Bulletin - Number 02 - Depreciation | Annex 10.5.2 | |
| Annex 10.1.3 | Cost interpretation Bulletin - Number 03 - Lease Costs | Annex 10.5.3 | |
| Annex 10.1.4 | Cost Interpretation Bulletin - Number 04 - Travel Costs | Annex 10.5.4 | |
| Annex 10.1.5 | Cost interpretation Bulletin - Number 05 - Head Office Expense | Annex 10.5.5 | |
| Annex 10.1.6 | Cost interpretation Bulletin - Number 06 - Pension Costs | Annex 10.5.6 | |
| Annex 10.1.7 | Cost Interpretation Bulletin - Number 07 - Research and Development Expenses | Annex 10.5.7 | |
| Annex 10.1.8 | Cost interpretation Bulletin - Number 08 - Bid and Proposal Expenses | Annex 10.5.8 | |
| Annex 10.1.9 | Cost Interpretation Bulletin - Number 09 - Selling and Marketing Expenses | Annex 10.5.9 | |
| Annex 10.1.10 | Cost Interpretation Bulletin - Number 10 - Severance Payments | Annex 10.5.10 | |
| Annex 10.1.11 | Cost Interpretation Bulletin - Number 11 - Pension Plan Refunds | Annex 10.5.11 | |
| Annex 10.1.12 | Cost Interpretation Bulletin - Number 12 - Company Funded Costs | Annex 10.5.12 | |
| Annex 10.1.13 | Cost Interpretation Bulletin - Number 13 - Executive Compensation | Annex 10.5.13 | |
| Annex 10.1.14 | Cost Interpretation Bulletin - Number 14 - Mobile Repair Party Requirements | Annex 10.5.14 | |
| Annex 10.1.15 | Cost Interpretation Bulletin - Number 15 - Environmental Costs | Annex 10.5.15 | |
| Annex 10.1.16 | Cost Interpretation Bulletin - Number 16 - Take-out Rates | Annex 10.5.16 | |
| Annex 10.1.17 | Cost Interpretation Bulletin - Number 17 - Government Supplied Materiel | Annex 10.5.17 | |
| Annex 10.1.18 | Cost Interpretation Bulletin - Number 18 - Incentive Remuneration Profit Sharing Plans | Annex 10.5.18 | |
| Annex 10.1.19 | Cost Interpretation Bulletin - Number 19 - Purchased Labour -- Personnel Procured From Outside Sources |
Annex 10.5.19 | |
| Annex 10.2 | Determination of Fixed Capital Employed Applicable to a Contract | Annex 10.1 | |
| Annex 10.2.1 | Determination of Working Capital Employed Applicable to a Contract | Annex 10.2 | Examples to Determine the Working Capital Employed |
| Annex 10.3 | Examples of Profit Calculations | Annex 10.3 | |
| Annex 10.4 | Determination of Fixed Capital Employed Applicable to a Contract | Annex 10.1.1 | Examples to Determine the Fixed Capital Employed |
| Annex 10.5.1 | Cost Notification 01 - TPC Royalty Amount for Cost Rate Negotiations | Annex 10.6.1 | |
| Annex 10.5.2 | Cost Notification 02 - Goodwill | Annex 10.6.2 |
| Original Procedure | Title | New Procedure Number | New Title and/or Comments |
|---|---|---|---|
| 11.001 | Chapter 11 - Contract Management | 8.1 | Overview has been rewritten. |
| 11.002 to 11.006 | Claims for Progress Payment and Invoicing | 8.35 | |
| 11.007 | Claims for Exchange Rate Adjustment | 8.40 | |
| 11.008 | Interest | 8.45 | |
| 11.010 to 11.012 | Goods and Services Tax/Harmonized Sales Tax | Annex 4.3 (#4) | |
| 11.013 | Excise Taxes | Annex 4.3 | |
| 11.014 to 11.015 | After-Imposed and After-Relieved Taxes | Annex 4.3 (#5) | Taxes and Duties Associated with Payments |
| 11.016 to 11.018 | After-Imposed and After-Relieved Duties | Annex 4.3 (#5) | Taxes and Duties Associated with Payments |
| 11.019 to 11.021 | Entry Requirements | 8.60 | Services of Non-Residents-Entry Requirements |
| 11.022 to 11.026 | Withholding in Lieu of Taxes | 4.70.20.45 | Withholding 15 per cent on Service Contracts with non-residents |
| 11.027 - 11.028 | Overtime | 8.50 | |
| 11.031 - 11.032 | Claims for Extra Payment | 8.55 | |
| 11.033 to 11.037 | Assignment of Monies | 8.65 | |
| 11.038 - 11.039 | Amending Contracts | 8.70.5 | |
| 11.040 | Contract Amendment Request | Annex 6.3 | Preparation of Contract Amendment Approval Documents |
| 11.045 - 11.046 | Design Change/Deviation | 8.70.25 | Design Change or Deviation |
| 11.048 to 11.051 | Delegation of Authority | 8.70.25 | Design Change or Deviation |
| 11.052 to 11.058 | Implementing the Procedure | 8.70.25.1 | Design Change or Deviation Procedure |
| 11.060 | Surplus Materiel | 8.70.25 | Design Change or Deviation |
| 11.061 | Loan of Department of National Defence Materiel | 8.70.30 | |
| 11.062 to 11.068 | Subcontracting | 8.85 | |
| 11.069 | Subsequent Tier Subcontracting | N/A | Deleted |
| 11.070 | Defence Production Act | TBD | Deleted. Deferred for future review. |
| 11.075 to 11.077 | Assignment of Contracts | 8.90 | |
| 11.078 to 11.080 | Approval of Contract Assigments | 8.90 | Assignment of Contracts |
| 11.081 | Audits | TBD | Deleted. Deferred for future review. |
| 11.082 to 11.086 | Contractor Cost Records | 8.165 | Text has been changed. Deferred for further review in the future. |
| 11.087 | Crown Responsibilities | 8.20 | Canada's Obligations |
| 11.088 to 11.091 | Changes in Contract Terms | 8.65.15 | Financial Security Issues related to Amendments |
| 11.092 | Contractor Difficulties | 8.95 | Financial Security and Contractor Difficulties |
| 11.093 | Bonding Companies | 8.100 | |
| 11.095 to 11.105 | Protecting Crown Goods | 8.105 | Protecting Canada's Goods |
| 11.106 | Registering Notice of Interest in Goods | 8.110 | |
| 11.112 to 11.114 | Bankruptcy, Receivership, Insolvency | 8.120 | |
| 11.115 to 11.118 | Disputes | 8.140 | |
| 11.120 | Goods/Services not in accordance with the Contract | 8.125 | |
| 11.121 - 11.122 | Timely Performance | 8.130 | |
| 11.123 | Loss of Narcotics | N/A | Deleted |
| 11.130 | Terminations | 8.135 | |
| 11.131 - 11.132 | Termination for Convenience | 8.135.5 | Termination for Convenience of Canada |
| 11.133 - 11.134 | Termination for Default | 8.135.15 | |
| 11.135 - 11.136 | Termination by Mutual Consent | 8.135.20 | |
| 11.137 | Contractor's Request for Termination | 8.135.25 | Request for Termination by the Contractor |
| 11.138 - 11.139 | Financial Security Issues | 8.135.30 | Financial Security Issues Related to Terminations |
| 11.140 | Involvement of Legal Services | 8.135.35 | Involvement of Legal Services in Cases of Termination |
| 11.141 | Involvement of the Termination Claims Officer | 8.135.10 | Involvement of the Termination Claims Officer |
| 11.142 | Adjustment to Source Lists | 8.135.40 | |
| 11.143 | Standing Offers | 8.75.5 | Revisions to Standing Offers |
| 11.144 | PWGSC Offices Outside Canada | 8.135.45 | |
| 11.145 | Signing Authority | 8.135.50 | |
| 11.146 to 11.148 | Termination for Convenience | Annex 8.3 | Termination for Convenience Process |
| 11.150 | Stop Work - Notice of Termination | Annex 8.3 (#2) | |
| 11.151 | Suspension of the Work - Stop Work Order | 8.135.1 | |
| 11.152 | No Claim is Involved | Annex 8.3 (#3) | |
| 11.153 - 11.154 | Client's Decision | Annex 8.3 (#4) | |
| 11.155 - 11.156 | Notice of Termination | Annex 8.3 (#5) | |
| 11.157 | Adjustment of Funds | Annex 8.3 (#6) | |
| 11.158 | Adjustment to the Price of the Non-Terminated Portion of the Contract | Annex 8.3 (#7) | |
| 11.159 | Termination File | Annex 8.3 (#8) | |
| 11.160 to 11.162 | Informing the Contractor | Annex 8.3 (#9) | |
| 11.163 | Audit of Claims | Annex 8.3 (#10) | |
| 11.164 | Inventories | Annex 8.3 (#11) | |
| 11.166 to 11.168 | Settlement Offer | Annex 8.3 (#12) | |
| 11.169 | Contract Termination Claims | Annex 8.3 (#13) | |
| 11.180 - 11.181 | Termination for Default | Annex 8.4 | |
| 11.183 to 11.186 | Action to Recover Loss or Damage | Annex 8.4 | |
| 11.187 | Contract Payment under Surety Bond | Annex 8.4 | |
| 11.195 | Termination by Mutual Consent | 8.135.20 | |
| 11.200 | Contract Claims Resolution Board | 8.140.1 | Contract Dispute Resolution |
| 11.201 | Contract Settlement Board Process | 8.145 | Contract Settlement Board |
| 11.202 | Contract Dispute Advisory Board Process | 8.150 | Contract Dispute Advisory Board |
| 11.203 | Advice, Assistance and Training | 8.140.1 | Contract Dispute Resolution |
| 11.204 to 11.209 | Contract Settlement Board Procedures | 8.145.1 | |
| 11.210 - 11.212 | Meetings | 8.145.5 | Contract Settlement Board - Meetings |
| 11.213 to 11.216 | Settlement Offer | 8.145.10 | Contract Settlement Board - Settlement Offer |
| 11.217 | Non-acceptance of Settlement | 8.145.15 | Contract Settlement Board - Non-acceptance of Settlement |
| 11.218 to 11.222 | Contract Dispute Advisory Board (CDAB) Procedures | 8.150.1 | Contract Dispute Advisory Board - Procedures |
| 11.223 | Non-acceptance of Settlement | 8.150.5 | Contract Dispute Advisory Board - Non-acceptance of Settlement |
| 11.225 to 11.227 | Supplier Sanctions - Removal from Source List | TBD | Deleted. Deferred for future review. |
| 11.240 | Return of Special Test Equipment and Special Production Tooling | 8.70.35 | |
| 11.241 to 11.245 | Return of Department of National Defence (DND) Loaned Materiel | 8.70.30 | Loans of Department of National Defence Materiel |
| 11.265 | Final Payments | 8.155 | |
| 11.280 - 11.281 | Cost Submissions Standards for Cost Reimbursable Contracts | 8.160 | |
| 11.282 to 11.286 | Formal Audits | 8.165 | Cost Audit |
| 11.287 | Informal Audits | N/A | Deleted. |
| 11.288 | Sample Audits | N/A | Deleted. |
| 11.295 - 11.296 | Release of Contract Financial Security | 8.65.5 | |
| 11.300 to 11.302 | Financial Claims by the Crown | 8.65.10 | Financial Claims by Canada |
| 11.350 | Receipt and Deposit of Monies | 8.65.1 | |
| 11.450 | Vendor Performance Policy - Introduction | 8.180.1 | |
| 11.460 | Vendor Performance Policy - Principles | 8.180.5 | |
| 11.470 | Vendor Performance Policy - Definitions | 8.180.10 | |
| 11.480 | Vendor Performance Policy - Process - Monitoring | 8.180.15.1 | |
| 11.490 | Investigation for Vendor Performance Corrective Measures (VPCM) | 8.180.15.5 | |
| 11.500 | Decision on Application of Vendor Performance Corrective Measures | 8.180.15.10 | |
| 11.510 | Review | 8.180.15.15 | |
| 11.520 | Enforcement | 8.180.15.20 | |
| 11.530 | Role of the Contracting Officer | 5.55.1 | |
| 11.540 | Suspensions in Cases of Urgency | 8.180.20 | |
| 11.550 | Exceptions | 8.180.25 | |
| 11.560 | Sector Programs | 8.180.30 | Sector or Regional Programs |
| 11.570 | Authority to Reject a Bid | 5.55.5 | Authority to Reject a Bid/Offer/Arrangement |
| 11.580 & 11.590 | Notice to the Bidder / Contents of Notice | 5.55.10 | Notice to the Bidder/Offeror/Supplier |
| 11.600 | Review | 5.55.15 | |
| Annex 11.1 | Preparation of a Contract Amendment Request | Annex 6.3 | Preparation of Contract Amendment Approval Documents |
| Annex 11.2 | Refunds by Contractors of Excess Profits Earned on PWGSC Contracts | Annex 8.5 | Refunds of Excess Profits Earned on PWGSC Contracts |