HomeMy WebLinkAboutP 057 FIN - Acquisition of Major ServicesPOLICY P.057.FIN
TITLE: ACQUISITION OF MAJOR SERVICES
Date Authorized:
Last Revised:
Last Reviewed:
18 November 1998
30 January 2024 (Tier 1 Minor Housekeeping Edits)
30 January 2024
COMMITMENT TO INDIGENOUS RIGHTS, HUMAN RIGHTS, AND EQUITY
The Board recognizes its responsibility to ensure that this policy and associated procedures promote
and protect Indigenous rights, human rights, and equity. The Board will strive to address and
eliminate discrimination and structural and systemic barriers for students, staff, and community.
1.0 RATIONALE
To ensure that the best value is secured when acquiring major services and selecting suppliers
while demonstrating fairness to all potential suppliers.
2.0 DEFINITIONS
Please refer to Appendix A for a full list of definitions of terms used in this policy.
3.0 GUIDING PRINCIPLES
3.1 The Board shall occasionally enter into contracts for the provision of major services.
3.2 Major services shall include but not be limited to the following:
a) external auditors;
b) banking facilities;
c) insurance - liability and property;
d) legal services; and
e) cafeteria services.
3.3 The Board shall follow a public process which may include:
a) requests for proposals (RFPs); or
b) requests for expressions of interest and statements of capabilities.
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3.4 Arrangements for these services shall be reviewed on a regular basis.Contracts
awarded as a result of the process may provide for annual renewals without public
tendering,provided the total duration of the contract does not exceed five (5)years.
4.0 SPECIFIC DIRECTIVES
4.1 The Associate Director of Operations shall coordinate the issuance of requests for
proposals or requests for expressions of interest/statements of capabilities.
4.2 Submissions shall normally be reviewed by a selection committee made up of staff
members as appropriate,and as approved by the Director of Education.Depending on
the nature of the major services to be provided,the Director may occasionally
recommend that the Board establish a selection committee including trustees and staff.
4.3 The selection committee shall make a recommendation to the appropriate Standing
Committee of the Board.
4.4 The Director of Education is authorized to issue such procedures as may be necessary
to implement this policy.
5.0 APPENDICES
Appendix A:Policy Definitions
6.0 REFERENCE DOCUMENTS
The Education Act,1998,ss.170,171,253.1
OCDSB Policy P.007.FIN:Signing Authority and Spending Controls
OCDSB Policy P.069.FIN:Tendering,Purchasing and Acquisition of Supplies and Services
OCDSB Procedure PR.502.FIN:Spending Authorization and Controls
OCDSB Procedure PR.557.FIN:Acquisition of Major Services
OCDSB Procedure PR.558.FIN:Tendering,Purchasing and Acquisition of Supplies and
Services
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APPENDIX A:POLICY DEFINITIONS
In this policy,
Board means the Board of Trustees.
District means the Ottawa-Carleton District School Board.
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