HomeMy WebLinkAboutPR 577 FIN - Acquisition Consulting and Professional Services
-1- PR.577.FIN
PROCEDURE PR.577.FIN
TITLE: ACQUISITION OF CONSULTING AND PROFESSIONAL SERVICES
Date issued: June 1999
Last revised: 10 March 2009
Authorization: Senior Staff: 26 May 1999
1.0 OBJECTIVE
To delegate purchasing authority for the acquisition of consulting and professional services
within specified limits and approved procedures.
2.0 DEFINITIONS
In this procedure,
2.1 Consultant means an individual or a firm providing consulting or professional services.
2.2 Consulting and professional services includes architectural, engineering, design,
management, financial consulting services, brokers, education and training services,
planning services, medical and health services, and other similar services rendered on
behalf of the Ottawa-Carleton District School Board.
3.0 PROCEDURES
3.1 Services will be solicited and obtained within the following limitations (exclusive of tax):
a) up to $2,500 by verbal quotation and submitted to the Purchasing Division
through the electronic requisitioning system (BAS) for processing or paid by
Board Purchase card;
b) from $2,501 to $25,000 by verbal quotation(s) with written explanation as to why
the firm or individual being recommended has specific qualifications/expertise
peculiar to the project being considered. Electronic requisition (BAS) to be
submitted to the Purchasing Division with accompanying documentation and the
approval of the Principal/Manager to proceed;
c) from $25,001 to $50,000 through a formal quotation administered by the
Purchasing Division;
d) from $50,001 to $99,999 by means of a formal tender/request for proposal (RFP)
administered by the Purchasing Division;
e) $100,000 and over: refer to Board Policy P.057.FIN: Acquisition of Major
Services.
-2- PR.577.FIN
3.2 The best-qualified individual or firm will be selected upon such terms and conditions as
are deemed fit under the circumstances. In selecting the best qualified individual or firm
the following factors, at a minimum, shall be considered:
a) expertise;
b) experience;
c) cost and best service value;
d) past performance on Ottawa-Carleton District School Board contracts;
e) reliability and integrity;
f) references;
g) availability of consultant;
h) any factors peculiar to the project being considered.
3.3 Evaluation criteria and scoring factors to be used in the evaluation of the submissions
will be established and documented in the Request for Proposal prior to it being issued.
3.4 All resulting contracts for consulting and professional services must be reviewed by the
Coordinator of Purchasing and must be signed by the Director of Education or Chief
Financial Officer or designate before the work commences.
4.0 REFERENCE DOCUMENTS
Board Policy P.007.FIN: Signing Authority and Spending Controls
Board Policy P.057.FIN: Acquisition of Major Services
Board Policy P.069.FIN: Tendering, Purchasing and Acquisition of Supplies and Services
Board Procedure PR.502.FIN: Spending Authorization and Controls
Board Procedure PR.557.FIN: Acquisition of Major Services
Board Procedure PR.558.FIN: Tendering, Purchasing and Acquisition of Supplies and
Services