Training

Policy 36

At the beginning of November 2020, Procurement announced the launch of the new and improved Policy 36 – Procurement.

Support through the transition

Procurement has put various support mechanisms in place to help community members transition to using the revised Policy 36.

1. Video presentation – Revised Policy 36 overview

This recording is intended for all University members (Office 365 connection is required using uoAccess credentials). It provides an overview of the revised Policy 36, along with examples to help users gain a broad understanding of its changes.

Prerequisite: Prior to watching the video presentation, please read the revised Policy 36 – Procurement and, if available, the related revised Procedure 4-3 (release date: mid-February).

The presentation is divided into eight sections (video capsules):

  1. Introduction and the basics
  2. Policy application
  3. Ethical behaviour
  4. Purchasing principles
  5. Authority matrix
  6. Contracts
  7. Change orders
  8. Exemptions and special workflows, and recap

2. Virtual workshop on the changes to Policy 36

The workshop is tailored for designated buyers (also known as decentralized buyers) in faculties and services. Other employees who wish to gain a deeper and more technical understanding of the revised policy are welcome to attend.

At the end of the workshop, attendees will be able to list and explain the key changes brought about by the revised Policy 36. Also, the workshop will provide a platform to discuss real-life examples, and answer day-to-day questions.

Prerequisites: Prior to attending this workshop, attendees must read both the revised Policy 36 and, if available, the related revised Procedure 4-3 (release date: mid-February), and view the video presentation (see the previous section).

You are encouraged to attend the workshop specific to your faculty or service, but if that date is inconvenient, please attend the presentation of your choice.

3. Ongoing support

This policy came into effect fully on January 25, 2021. If you have any policy-related questions, contact Procurement’s help centre for support. 

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