• Direct purchases are permitted for the procurement of goods and services at SFU provided they meet the following criteria:
  

• Purchases under $10,000 (CDN, including all freight and taxes)
• Purchases do not include:
  • Capital assets, including furniture and computers;
  • International goods that requires customs compliance over $2,500 (CDN, including all freight and taxes) ;
  • Dangerous goods (requires special permits);
  • Intellectual property/assets;
  • When vendor requires a PO/contract.

When making direct purchases:

• You may not purchase computers, furniture, or other capital assets as a direct purchase and submit a travel and expense claim for reimbursement;
  
• You may not use a CCard to purchase computers;
• You may not use a CCard for Research Accounting purchases;
• You may not split an order into multiple small orders to avoid the $10,000 limit;
• You may not make an unauthorized purchase and then ask Procurement Services to create the appropriate documents after-the-fact;

For low-value self-service contracts, the following requirements include:

• Not to be used to hire temporary employees;
• Not to be used to create intellectual assets;
• The user is responsible for the clarity of the information, including the deliverables and financial terms;
• The user must verify contractor's insurance, WCB status, and withholding tax status.
• All contract documents must have two signed original copies:
  • One fully executed copy retained by SFU;
  • One fully executed copy retained by Contractor;
  • Send a copy of the fully executed agreement to Procurement.

How to make a direct purchase

If your purchase meets the criteria as noted above you may make a direct purchase through the following means:

Goods options:

• Use your CCard.(Fund 11 or 13 purchases only. CCard use is not permitted for Research purchases.) (Need a CCard? Find out how to get one...)
  
• Have the vendor invoice Payment Services directly.
• Pay with personal funds, and submit an expense claim using the Business and Travel Expense form.

Services options:

• Complete the  Short Form Services Agreement (SFSA) and Employment Relationship Checklist, and email both documents to Procurement Services - procurement@sfu.ca
• Have the vendor invoice Payment Services directly.

Short Form Services Agreement

Employment Relationship Checklist