While Procurement Services is aware that this change represents additional administrative workload for the community under restricted timelines, the Procurement Restriction Policy tools and processes are very similar to those launched in April 2024 for ���Buy Ontario���. Users should continue to give preference to Ontario businesses as outlined by the Building Ontario Businesses Initiative Act (BOBIA).

The province has introduced these changes with limited operational direction provided to impacted groups, and Procurement is working actively to support the community through this change. Email us at ProcurementServices@carleton.ca with any questions or requests for support.

U.S. Procurement Restriction Policy Resources

Visit our Applying Provincial Policies web page for more information.

Information Sessions

Questions? Email us at eShop@carleton.ca.

Tip #1: Know where your Requisition is in the workflow

Have you ever submitted a Requisition and wondered when it will be fully approved? Navigate to your Purchase Requisition, and make sure the “Summary” pane is open. If you don’t see it, select the small arrow icon to the right of the “Billing/Payment” section.

Look for the “What’s next?” section to see who has already approved the Requisition at their step, and what steps are waiting to be completed.

Tip #2: Save an official copy of your Purchase Order (PDF)

If you ever need a copy of the official Purchase Order that was sent to the Vendor, navigate to your Purchase Order and select the 3-dot symbol in the top right-hand corner to view additional options. Select ���Print Fax Version��� and a copy of the Purchase Order will open in a new browser tab. You can then click Ctrl+P to print, or save a PDF copy.泭

Tip #3: Repeat Orders – copy a previously submitted requisition to a new cart

If you need to repeat a previous purchase order, navigate to your Requisition and select the 3-dot symbol in the top right-hand corner to view additional options. Select ���Copy to New Cart��� and the Requisition will be copied to your current active cart, including details and attachments. You can then make any needed changes (i.e. dates, amounts, updated attachments) and submit the new Requisition.

Tip #4: View a Vendor���s profile

The Vendor’s profile will provide you with helpful information such as ny available contact details or Vendor classes (ex: Ontario Business status, Vendor of Record, etc).There are many ways to view a Vendor���s profile in eShop – one way is by clicking on the small ���i��� next to the Vendor’s name in your Purchase Order history.

Tip #5: Add a Form to a new cart

There are times when you may see the error message “Cannot add this do-not-mix form to the active cart”. This happens when you have something sitting in your cart and the Form you are completing must be added to an empty cart. There���s an easy way to solve this!

Instead of clicking the red ���Add and Go To Cart��� button on the form, select the arrow to the right of it for more options and select ���Add to New Cart���. This will put the Form into a new cart that you can then submit and go back to the previous cart when ready.

Members of the new group share a desire to align their spending with their universities��� sustainability objectives. This entails considering social and environmental considerations when purchasing goods or services or spending on construction. At 倬勘埻斐, institutional procurement represents between $150-200M of spending each year and a tremendous opportunity to influence our institution���s social, environmental, and climate footprint.

���We have many suppliers in common,��� explains St矇phanie Leclerc, McGill���s Program Manager for Sustainable Procurement and CASPAR Co-Chair. ���We face some of the same risks, in terms of threats to biodiversity or forced labour in our respective supply chains, for example, so it makes sense to share best practices to mitigate these risks.���泭 CASPAR members are working on three key objectives: 1. Capacity building to bring all Canadian universities on board with sustainable procurement; 2. Common efforts to develop a common language about sustainable procurement and possibly common tools such as standard contract clauses, benchmarking tools, and shared key performance indicators; and 3.泭Market monitoring to keep abreast of industry issues, standards, or regulatory developments and promote best practices.

���We are proud to be part of this initiative, which was instigated in collaboration with other procurement professionals at Simon Fraser University, 泭the University of Victoria, Queen���s University, 泭OCAD University, the University of Toronto, and many others from across the country,��� says CASPAR Co-Chair Sandra Nelson, the Director, Strategic Procurement of 倬勘埻斐���s Procurement Services. While representatives from McGill and 倬勘埻斐 are currently serving as co-chairs, the group���s TEAMS platform is hosted at Queens University. The group���s executive sponsor, Mr. Martin Pochurko, Simon Fraser���s VP of Finance and Administration, notes, “The CASPAR working group is a tremendous example of how universities can work together to find everyday solutions to today���s climate and social challenges. Canadian universities share strategies, common practices, and results through CASPAR to make more valuable contributions to institutional sustainability goals.���

The university offers three distinct card programs to facilitate differing purchasing needs, which are meant to expedite the ordering and payment process while also being more economical for the university:

• The Procurement Card (Pcard) streamlines low-value purchases under $10k for goods and services that are not travel or hospitality-related. It allows you to quickly acquire what you need and reduces paperwork and processing. The Procurement Card policy outlines the responsibilities of cardholders, ensuring accountability while allowing flexibility. The university���s Pcard provider is Visa.
• The Travel Card is used for travel-related expenses, including airfare, accommodation and meals. The reimbursement process through SAP Concur is the same as if you were to use your personal credit card, but it eliminates the need to use your personal credit card for university-related expenses. The Travel Card provider is American Express (Amex).
• The eCard is available for on-campus, in-person purchases where campus cards are accepted. You can use the eCard at Dining Services retail locations, Bridgehead, Parking Services, ITS Hardware Services and the Bookstore. It has a low credit limit and carries less liability for the university.

Please visit our website for more information on the card programs offered or to apply for a card.

To participate in buying or selling through the Curb showcase, individuals should visit our Curb Showcase webpage to submit a request. Once reviewed, items being sold will be posted on our website and individuals requesting to purchase items will be contacted by Procurement Services with more information.

According to the Equipment Inventory Policy, Department Heads have the discretion to sell items through the Curb showcase, transfer or donate them to another entity, or dispose of them in a safe and sustainable manner through appropriate channels.

For more information on surplus sales items, please visit /procurement. For details on laboratory and equipment decommissioning, please visit /ehs/

If you would like to learn more about buying or selling through the Curb showcase, please contact procurementservices@cunet.carleton.ca.

Procurement Services and the Office of Sustainability at 倬勘埻斐 are committed to making responsible procurement decisions that encompass financial, social, and environmental considerations. The University Procurement Policy outlines our approach to sustainable procurement, with a focus on promoting environmental stewardship and sustainability in the acquisition of goods and services.

Recognizing that successful sustainable procurement relies on dedicated participants, 倬勘埻斐 emphasizes the importance of assessing environmental, societal, and economic factors in every procurement activity. This necessitates a meticulous evaluation of procurement requirements and exploration of opportunities that align with environmental responsibility and fostering “healthy communities.”

Environmental Social and Governance (ESG) Supplier Survey

倬勘埻斐 is utilizing an ESG Supplier Survey to collaborate with current and future suppliers in understanding and mitigating negative environmental and societal impacts of the supply chain. This initiative aligns with 倬勘埻斐’s commitment to sustainability, as outlined in the Comprehensive Sustainability Plan, and supports the integration of Environmental, Social and Governance (ESG) considerations into university decision-making, as highlighted in the Finance and Administration Strategic Plan.

In partnership with , a global enterprise software company, 倬勘埻斐 will be inviting suppliers to assess their ESG performance. The survey evaluates relevant supplier policies, practices, and results across five themes: Health and Safety, Environment, Diversity, Governance, and Privacy. Survey results will enable collaboration between the University and its suppliers to improve social and environmental impacts of the supply chain, fostering stronger working relationships. All information provided in the survey will be treated confidentially and will only be used for the purpose of assessing and improving sustainability within the supply chain.

Addressing Modern Slavery in the Supply Chain

The ESG Supplier Survey at 倬勘埻斐 also aims to assess our supply chain with respect to issues like modern slavery. Despite existing anti-slavery laws in Canada, the persistence of slavery in global supply chains remains a challenge. Participation in the survey will help facilitate the 倬勘埻斐’s ability to address legislation, such as Bill S-211, which mandates supply chain reporting for certain entities.

If you have questions about the survey and how we intend to use the results. please contact us at procurementservices@carleton.ca.

Procurement Services is aware that this change represents additional administrative workload for the community under restricted timelines. The province has introduced these changes with limited operational direction provided to impacted groups, and Procurement is working actively to support the community through this change. Email us at ProcurementServices@carleton.ca with any questions or requests for support.

BOBIA Resources

Visit our BOBIA web page for more information, and to watch our How To Videos.

Register Now! BOBIA Information Sessions