Research Procurement at UTM

This session helps you to solidify and build on your understanding of procurement at University of Toronto Mississauga (UTM).  Learn if/when procurement exemptions are applicable to your project.  Try the case study included in the slides to practice applying your knowledge.

Learning Outcomes:

1. Advise Principal Investigators on procurement basics or who to contact within procurement for additional support / understand the requirements for Procurement under $100 K and over $100K
2. Know when to engage procurement based on the budget and complexity of the procurement  
3. Understand the fundamentals of when and if exemptions to the Procurement Policy would be applicable to research procurement  

Key Takeaways:

1. Procurement Service's Research Procurement webpage has an overview of the additional requirements and considerations associated with research-related procurement 
2. Ensure you are up to date on the new procurement policy (updated April 2020) and the associated thresholds for goods, services and consulting services. See Procurement Services: How to Purchase Goods and Services for the most current information 
3. Planning is a crucial stage of procurement to ensure timelines are met. This stage of the procurement will define the requirements and specifications.  Also, the sooner procurement is involved the better, including anticipating expenses for asset disposal. Principle Investigators and Business Officers should contact Procurement Services a minimum of 6 months prior to needing the equipment 
4. Procurement Services can review a draft Procurement Policy Exemptions Justification (PPEJ) to ensure all details are included before sign-off. Email your draft PPEJ to purchasing.help@utoronto.ca