Below is a list of useful forms with an explanation of its use and required signatures used by Strategic Procurement Services.
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Bidders' Conference Attendance (PDF) | Department staff Strategic Sourcing Rep (optional) | Use this form when conducting a conference/meeting to discuss a procurement opportunity with potential bid respondents and recording attendance is required. Refer to the Bidders Conference SOP (PDF) for more information. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Competitive Bid Request | Signatures are not applicable, but cost centre owner should be aware of the purchase. | Use this form when procuring goods or services valued over $50,000. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Confidentiality & Conflict of Interest Acknowledgement (PDF) | Director, Strategic Procurement Services, Evaluation Committee and, Buyer/Procurement Specialist | Used by all evaluation team members, project sponsor, or any other individual who is privy to confidential or competitive information associated with a competitive bid to protect the integrity of the process. Refer to the Competitive Bid Confidentiality and Conflict of Interest Acknowledgement SOP (PDF) for more information. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Declaration of Conflict of Interest (PDF) | Declarer of conflict of interest, Vice President, Finance & Administration or Delegate | Used when an employee is declaring a conflict of interest where one actually exists, or can appear to others as though a conflict exists. Refer to the Declaring a Conflict of Interest in the Procurement of Goods & Services for more information. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Declaration of Surplus (PDF) | Department head and director, Strategic Procurement Services | Used when an item is no longer of use and the department wants to declare the item as surplus. For more information refer to Disposing of University Property SOP |
| FORM | REQUIRED SIGNATAURES | FORM PURPOSE |
|---|---|---|
| Limited Tendering and Non-Application form is available on SmartBuy. Please note that all new purchasing requisitions need to be submitted through Sm@rtBuy. Change orders and Limited Tendering & Non-Application approval form for the requisitions submitted in Sm@rtBuy will also need to be completed within the Sm@rtBuy system. For POs that were generated prior to the launch of the Purchase Requisition to Purchase Order (PRPO) process, please use the PDF Purchasing Requisition form and Limited Tendering & Non-Application Approval form for any change orders. Limited Tendering and Non-Application Procurement Approval (PDF) | Department head Director, Procurement Services AVP Finance & CFO or designate | Use in instances when the procurement is an unique or one-of-a-kind or emergency acquisition. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| PCard Change Request | Supervisor/Manager Operations Manager, Procurement Operations | Used when a change to spending limits, card cancellation, replacement of lost or stolen cards, or changes to a cardholder's profile. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| PCard Participant Application & Agreement (PDF) | Card requester Approving Manager | Used when a department/unit wants a purchasing card issued to a full-time employee to purchase goods/services on behalf of the University. |
| Attestation Form (PDF) | Card Holder and Approving Manager | Used when a receipt is not given, lost, or accidently destroyed. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Performance Evaluation and Engagement Renewal for Licensed Professionals (PDF) | Preparer, AVP of the unit/department, VP Finance & Administration or designate | Used when a unit/department wishes to renew an existing relationship with a licensed professional. Engagement renewals must be completed every five (5) years (at a minimum). |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Purchasing Requisition form is available on SmartBuy. As of March 11, 2024, all new purchasing requisitions will need to be submitted through Sm@rtBuy, as paper/PDF requests emailed to purchase@yorku.ca will no longer be accepted. More information on the Purchase Requisition to Purchase Order process can be found here. Change orders and Limited Tendering & Non-Application approval form for the requisitions submitted in Sm@rtBuy will also need to be completed within the Sm@rtBuy system. -- For POs that were generated prior to the launch of the Purchase Requisition to Purchase Order (PRPO) process, please use the PDF Purchasing Requisition form and Limited Tendering & Non-Application Approval form for any change orders. Purchasing Requisition Form (PDF) (If you have difficulty viewing the form in your web browser, please download and open the form in Adobe Reader) Purchasing Requisition - How To Guide (PDF) Instructions on how to fill in a purchasing requisition form | Please see Section 10 of the Signing Authority Registrar. | A Purchase Order is required: 1) for purchases ≥25K; 2) when a vendor requires payment prior to the shipment of goods or work being completed. Please direct questions to: smartbuy@yorku.ca for any requisitions submitted through Sm@rtBuy purchase@yorku.ca for any purchasing requisitions submitted before March 11, 2024 |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Travel & Expense Visa Card Application | One of the following individuals: . executive officer . dean/principal or designated associate dean/principal . AVP Finance & CFO . vice-president or designated associate vice president . president and . director of Procurement Services | Used by an individual who is required to travel on behalf of the university. The card is used to charge expenditures related to travel. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Vendor Evaluation Survey | Completed by department responsible for procurement of goods and/or services with an awarded vendor. | This form is used by unit/department when evaluating a vendor. Strategic Procurement Services uses this information to gauge vendor performance and ensure that the best suited vendors offer the optimal price and service to the York University community. |
| FORM | REQUIRED SIGNATURES | FORM PURPOSE |
|---|---|---|
| Vendor Quote Solicitation (PDF) | Authorized Agent's Signature | This form is used by unit/department when sourcing goods/services valued between $25K and $50K. To ensure that the University obtains fair market value and demonstrates transparency and fairness to all vendors, a minimum of three (3) different vendors should be asked to quote. |