Procurement of Consulting Services
Consulting Services: prior to engaging a consultant, regardless of the dollar amount, a competitive bid process is required.
In no circumstances can hospitality, incidental or food expenses be considered allowable expenses for consultants and contractors under the BPS Directives or in any contract between an organization and a consultant or contractor.
Reimbursement for allowable expenses can be claimed and reimbursed only when the contract specifically provides for it ( i.e. travel and accommodations).
| Procurement of Consulting Services MUST be undertaken by Procurement and Contracts | ||||||
| TOTAL PURCHASE BEFORE TAXES | BUDGETING Authorization that funding is available | PAYMENT Authorizes release of payment | PROCESS Including approval for any exemptions where applicable | METHOD OF PROCUREMENT & REQUISITION REQUIREMENT | BOBI (Ontario or CAD Preference Required) and US Restriction Policy | LU CODE REQUIREMENT |
| *$0 - $121,199.99 | Budget Holder and Financial Services | Financial Services | *Procurement manages the process | Invitational competitive procurement (minimum of three or more suppliers quotation) | Yes | Yes, IF OVER $5000 including taxes |
| $121,200 +++ | Budget Holder and Financial Services | Financial Services | Procurement manages the process. | Open competitive process | No | Yes |
*Any Non-competitive process for Consulting Services must be approved by the President