Training

Policy 36

At the beginning of November 2020, Procurement announced the launch of the new and improved Policy 36 – Procurement. This policy came into effect fully on January 25, 2021.

Procurement has put various support mechanisms in place to help community members transition to using the revised Policy 36 – Procurement and related Procedure 4-3 – Procurement Standards.

Refresher workshops

At the workshops offered last February, Procurement made a commitment to helping community members transition to the revised policy and procedure. As promised, we will be offering more workshops on Policy 36 and Procedure 4-3 during the week of November 29, 2021.

What do the refresher workshops cover?

The workshops will review the changes brought about by the revised policy and procedure, along with their effects. Together, we will go over some of the top questions you submitted to us and provide descriptive material and real-life examples. You will also have an opportunity to ask further questions.

Prerequisites: Prior to attending these workshops, attendees must read both Policy 36—Procurement and related Procedure 4-3—Procurement Standards, and view the information videos listed below.

Who are the refresher workshops for?

The workshops are intended for employees who procure goods or services for their faculty or service (designated buyers) or for research purposes (principal investigators). Whether you just need to refresh your memory or you require more clarification, these workshops are for you. We also encourage you to attend if you’re new to your role or to procurement in general.

Register for a workshop tailored to your role

Note: If you cannot attend, we still recommend that you register for a workshop tailored to your role so that you can watch the recording after the workshop. We will post it in the event’s MS Teams chat window.

Designated buyers

Faculties: Arts, Education, Engineering, Health Sciences, Law (Civil Law and Common Law), Social Sciences, and Telfer. Separate refresher workshops will be scheduled for the Faculty of Medicine and the Faculty of Science.


Services

Principal Investigators

These refresher workshops are intended for principal investigators working in the following faculties: Arts, Education, Engineering, Health Sciences, Law (Civil Law and Common Law), Social Sciences and Telfer. Separate refresher workshops will be scheduled for the Faculty of Medicine and the Faculty of Science.

Information videos on Policy 36

These recordings are intended for all University members (Office 365 connection is required using uoAccess credentials). They provide 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 videos, please read the revised Policy 36 – Procurement and related Procedure 4-3 – Procurement Standards.

There are eight 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
Ongoing support

If you have any policy-related questions, contact Procurement’s help centre for support.

Purchasing card (PCard)

The PCard workshop is for employees who are responsible for processing decentralized purchases for their units.

To take part in the workshop, employees must have an approved request for a new PCard on file. They must also have submitted a complete, signed Request for access to the Financial System form to IT – access management prior to attending the workshop.

To register for a workshop, please visit the PCard registration page on the Human Resources website.

SciQuest

To register for a SciQuest workshop, please visit the Workshop Calendar on the Human Resources website. Workshops available are :

  • SciQuest: Requisitioner 
  • Campus Accounts Payable 
  • SciQuest: Approver 
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