Procurement Intake Form

Procurement Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Procurement Intake Form for purchasing enterprise-level cybersecurity software with an estimated budget of $500,000 CAD, requiring completion by March 2025 and including specific IT security compliance requirements for the financial services sector."

Document background

The Procurement Intake Form is a crucial document used across Canadian organizations to standardize and control the procurement initiation process. It serves as the primary tool for documenting procurement needs, ensuring compliance with Canadian procurement regulations, and maintaining proper oversight of purchasing activities. The form must be completed at the outset of any significant procurement activity and typically requires input from various stakeholders. It includes detailed information about the procurement requirement, budget availability, timeline constraints, market research, risk assessments, and compliance considerations. The document helps organizations maintain compliance with federal and provincial procurement regulations, trade agreements, and internal policies while providing a clear audit trail for procurement decisions. The Procurement Intake Form is particularly important for public sector organizations and private companies that need to demonstrate transparent and compliant procurement practices in the Canadian context.

Suggested Sections

1. Requestor Information: Details of the person/department initiating the procurement request, including contact information and cost center

2. Procurement Overview: High-level description of what is being procured and the business need

3. Requirements Specification: Detailed description of goods/services required, including quantities, specifications, and quality standards

4. Timeline Requirements: Required delivery dates, project milestones, and any time-sensitive considerations

5. Budget Information: Estimated cost, approved budget, funding source, and financial coding

6. Market Research: Initial market analysis, potential suppliers, and pricing estimates

7. Risk Assessment: Identification of potential risks and proposed mitigation strategies

8. Procurement Method: Recommended procurement approach (competitive, sole source, etc.) with justification

9. Approval Requirements: Required approval levels based on value and type of procurement

10. Compliance Checklist: Verification of compliance with relevant policies, trade agreements, and regulations

Optional Sections

1. Environmental Considerations: Section for green procurement requirements and environmental impact assessment, used when environmental factors are relevant

2. Indigenous Procurement Requirements: Special considerations and requirements for Indigenous procurement opportunities, used when applicable

3. Security Requirements: Special security clearances or requirements, used for sensitive procurements

4. IT Security Assessment: Technology security requirements and assessments, used for IT-related procurements

5. International Trade Implications: Considerations related to international trade agreements, used for high-value procurements above trade agreement thresholds

6. Conflict of Interest Declaration: Declaration of any potential conflicts of interest, used when there are potential conflict concerns

Suggested Schedules

1. Technical Specifications: Detailed technical requirements and specifications document

2. Cost Breakdown Template: Template for detailed cost analysis and breakdown

3. Evaluation Criteria: Proposed criteria for evaluating suppliers and bids

4. Statement of Work Template: Template for developing detailed statement of work

5. Risk Assessment Matrix: Detailed risk assessment and mitigation planning template

6. Procurement Timeline: Detailed procurement process timeline and milestones

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Government and Public Sector

Healthcare

Education

Infrastructure

Information Technology

Manufacturing

Financial Services

Energy and Utilities

Transportation

Construction

Defense

Telecommunications

Research and Development

Professional Services

Retail

Relevant Teams

Procurement

Finance

Legal

Risk Management

Compliance

Operations

Project Management

Supply Chain

Internal Audit

Information Technology

Facilities Management

Relevant Roles

Procurement Manager

Purchasing Officer

Project Manager

Department Head

Financial Controller

Budget Manager

Compliance Officer

Risk Manager

Technical Specialist

Business Unit Manager

Chief Financial Officer

Operations Manager

Supply Chain Manager

Contract Administrator

Category Manager

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