{"id":5468,"date":"2024-03-27T13:51:36","date_gmt":"2024-03-27T17:51:36","guid":{"rendered":"https:\/\/carleton.ca\/procurement\/?page_id=5468"},"modified":"2025-06-02T14:46:42","modified_gmt":"2025-06-02T18:46:42","slug":"demonstrate-bobia-compliance-eshop-requisitions","status":"publish","type":"page","link":"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/demonstrate-bobia-compliance-eshop-requisitions\/","title":{"rendered":"Demonstrate BOBIA Compliance: eShop Requisitions"},"content":{"rendered":"<p>Updates to the <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/\">Building Ontario Businesses Initiative Act (BOBIA)<\/a>, O.Reg. 422\/23, will impact procurement requirements for purchases\u00a0<strong>under<\/strong>\u00a0the\u00a0<a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Open Competitive procurement threshold<\/a> starting April 1, 2024.\u00a0BOBIA\u00a0<strong>does not\u00a0<\/strong>override the university\u2019s requirement to engage in\u00a0<a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect1\">Competitive Procurement<\/a>\u00a0(ex: receiving competing quotations or engaging in\u00a0<a href=\"https:\/\/carleton.ca\/procurement\/open-competitive-procurement\/\">Open Competitive procurement<\/a>\u00a0where required by the\u00a0<a href=\"https:\/\/carleton.ca\/secretariat\/policies\/\">Procurement Policy<\/a>).<\/p>\n<p>When completing a Cheque Requisition or Purchase Requisition in eShop, you will be asked to <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect4\">demonstrate your compliance<\/a> with BOBIA by answering two <strong>mandatory<\/strong> questions.<\/p>\n<p>Questions? Email us at\u00a0<a href=\"&#x6d;&#x61;&#105;l&#x74;&#x6f;&#58;&#80;r&#x6f;&#x63;&#117;&#114;e&#x6d;&#x65;&#110;tS&#x65;&#x72;&#118;i&#x63;&#x65;&#115;&#64;c&#x61;&#x72;&#108;&#101;t&#x6f;&#x6e;&#46;ca\">P&#114;&#111;&#x63;&#x75;r&#101;&#109;&#x65;&#x6e;&#x74;S&#101;&#114;&#x76;&#x69;ce&#115;&#x40;&#x63;&#x61;r&#108;&#101;&#x74;&#x6f;n&#46;&#99;&#x61;<\/a>.<\/p>\n<h2>Step 1: Navigate to the Correct Means of Procurement<\/h2>\n<p>The <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect4\">means of procurement<\/a> available to you is based on the <a href=\"https:\/\/carleton.ca\/procurement\/cu-faq\/total-procurement-value\/\">Total Procurement Value<\/a> of your purchase. This page focuses on eShop requisition forms only &#8211; if your means of procurement is eCard, <a href=\"https:\/\/carleton.ca\/procurement\/corporate-card-programs\/\">Corporate Card (PCard)<\/a>, <a href=\"https:\/\/carleton.ca\/facts\/travel\/\">Travel and Expense System<\/a>, or eShop Catalogues (<a href=\"https:\/\/carleton.ca\/procurement\/cu-faq\/convenience-vendors\/\">Convenience Vendors<\/a>), please see &#8220;<a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect4\">How to Demonstrate Compliance<\/a>&#8221; for more information.<\/p>\n<h2>Step 2: Locate the BOBIA Questions<\/h2>\n<h3>Cheque Requisition Form<\/h3>\n<p>Within the Cheque Requisition form, find the &#8220;Building Ontario Businesses Initiative Act (BOBIA)&#8221; header above the Vendor Information section.<\/p>\n<p><strong>Important<\/strong>: With some exceptions, a Cheque Requisition form can be used to request payment to a Vendor for\u00a0<a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Non-competitive procurements<\/a> only. Please do not use this form if a <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/demonstrate-bobia-compliance-eshop-requisitions\/#sect2.2\">Purchase Requisition form<\/a> has already been processed, or the payment is for <a href=\"https:\/\/carleton.ca\/facts\/travel\/\">personal reimbursement of business expenses<\/a>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-5526\" src=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4.png\" alt=\"BOBIA eShop Questions on Cheque Requisition form\" width=\"807\" height=\"362\" srcset=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4.png 807w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4-240x108.png 240w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4-400x179.png 400w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4-160x72.png 160w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4-768x345.png 768w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4-360x161.png 360w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/CR-form-v4-200x90.png 200w\" sizes=\"(max-width: 807px) 100vw, 807px\" \/><\/p>\n<h3>Purchase Requisition Form<\/h3>\n<p>Within the Purchase Requisition form, find the &#8220;Building Ontario Businesses Initiative Act (BOBIA)&#8221; header under the Competitive Bid Requirements section.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-5513\" src=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3.png\" alt=\"BOBIA eShop Questions on Puchase Requisition form\" width=\"663\" height=\"410\" srcset=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3.png 663w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3-240x148.png 240w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3-400x247.png 400w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3-160x99.png 160w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3-360x223.png 360w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/PR-form-v3-200x124.png 200w\" sizes=\"(max-width: 663px) 100vw, 663px\" \/><\/p>\n<h2>Step 3: Answer the BOBIA Questions<\/h2>\n<p>You will be required to answer\u00a0<strong>both<\/strong> BOBIA questions with respect to the Vendor you are procuring goods or services from.<\/p>\n<h3>Question 1: Is this an <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect1\">Ontario Business<\/a>?<\/h3>\n<p>The university may rely on a\u00a0<a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect3\">representation by the Vendor<\/a> regarding their status as an Ontario Business as defined by BOBIA. Even where the status of the Vendor may appear obvious, Procurement Services encourages you to seek the appropriate representation.<\/p>\n<p>To determine the answer to Question 1:<\/p>\n<table style=\"width: 100%; border-collapse: collapse;\" border=\"1\">\n<tbody>\n<tr>\n<td style=\"width: 7.76699%;\"><strong>Answer Option<\/strong><\/td>\n<td style=\"width: 32.233%;\"><strong>Select this Answer if<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 7.76699%;\">Yes<\/td>\n<td style=\"width: 32.233%;\">\n<ol>\n<li>The Vendor has a <img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-5434\" src=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-240x231.png\" sizes=\"(max-width: 15px) 100vw, 15px\" srcset=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-240x231.png 240w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-160x154.png 160w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-200x193.png 200w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo.png 281w\" alt=\"Ontario Business Symbol\" width=\"15\" height=\"14\" \/>\u00a0in\u00a0<a href=\"https:\/\/carleton.ca\/procurement\/eshop\/\">eShop<\/a>, indicating they have represented their status as an Ontario Business.<\/li>\n<li><a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Non-competitive procurements<\/a>: your Vendor represented they are an Ontario Business using the <a href=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Provincial-Policy-Business-Representation-Form.pdf\">Business Representation Form<\/a>.<\/li>\n<li><a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Invitational Competitive procurements<\/a> (requires use of a Purchase Requisition): your Vendor represented they are an Ontario Business using the <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect3.2\">Invitation to Quote process<\/a>.<\/li>\n<\/ol>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 7.76699%;\">No<\/td>\n<td style=\"width: 32.233%;\">\n<ol>\n<li><a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Non-competitive procurements<\/a>: your Vendor represented they are <strong>not<\/strong> an Ontario Business using the <a href=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Provincial-Policy-Business-Representation-Form.pdf\">Business Representation Form<\/a>.<\/li>\n<li><a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Invitational Competitive procurements<\/a> (requires use of a Purchase Requisition): your Vendor represented they are <strong>not <\/strong>an Ontario Business using the <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect3.2\">Invitation to Quote process<\/a>.<\/li>\n<\/ol>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 7.76699%;\">Procurement was <strong>completed<\/strong> before April 1, 2024.<\/td>\n<td style=\"width: 32.233%;\">You are using a currently valid eShop Contract Reference Number as your Competitive Bid Requirement. <strong>HINT:<\/strong>\u00a0did you know that eShop has a \u201cContracts\u201d module you can search using the Contract Reference Number provided to you upon Contract execution? Look for the\u00a0<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-5591\" src=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/eShop-Contracts-Module-Icon.png\" alt=\"Icon for the Contracts module menu item in eShop\" width=\"29\" height=\"24\" \/>\u00a0icon in the eShop menu bar.<\/p>\n<p>Answer option available on Purchase Requisition form <strong>only<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Remember, if your Vendor doesn\u2019t have the trillium symbol that may mean they haven\u2019t had the opportunity to represent their status yet and does not necessarily confirm they are <strong>not<\/strong>\u00a0an Ontario Business.<\/p>\n<h3>Question 2: How did you consider Ontario Businesses in making your purchase decision?<\/h3>\n<p>BOBIA requires you to give preference to Ontario Businesses when seeking quotes as part of the <a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Non-competitive and Invitational Competitive Procurement<\/a> requirements.<\/p>\n<p>To determining the answer to Question 2:<\/p>\n<table style=\"width: 100%; border-collapse: collapse; height: 416px;\" border=\"1\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 19.2681%; height: 24px;\"><strong>Answer Option<\/strong><\/td>\n<td style=\"width: 20.7319%; height: 24px;\"><strong>Select this Answer if<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 48px;\">\n<td style=\"width: 19.2681%; height: 48px;\">Invited only Ontario Businesses to provide (a) quotation(s)<\/td>\n<td style=\"width: 20.7319%; height: 48px;\">The Vendor(s) you invited to quote <strong>all <\/strong>fall into at least one of the following categories:<\/p>\n<ol>\n<li>Has a <img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-5434\" style=\"font-family: inherit; font-size: inherit;\" src=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-240x231.png\" sizes=\"(max-width: 15px) 100vw, 15px\" srcset=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-240x231.png 240w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-160x154.png 160w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo-200x193.png 200w, https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Ontario-Trillium-Logo.png 281w\" alt=\"Ontario Business Symbol\" width=\"15\" height=\"14\" \/><span style=\"font-family: inherit; font-size: inherit;\">\u00a0in\u00a0<\/span><a style=\"font-family: inherit; font-size: inherit;\" href=\"https:\/\/carleton.ca\/procurement\/eshop\/\">eShop<\/a>, or<\/li>\n<li>:Represented they are an Ontario Business using either\n<ol>\n<li><a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Non-competitive procurement<\/a>: <a href=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/Provincial-Policy-Business-Representation-Form.pdf\">Business Representation Form<\/a>, or<\/li>\n<li><a href=\"https:\/\/carleton.ca\/procurement\/how-to-buy\/#sect3\">Invitational Competitive procurements<\/a> (requires use of a Purchase Requisition):\u00a0 <a href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect3.2\">Invitation to Quote process<\/a>.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/td>\n<\/tr>\n<tr style=\"height: 72px;\">\n<td style=\"width: 19.2681%; height: 72px;\">10% preferential margin given to Ontario Businesses who <strong>provided<\/strong> quotations<\/td>\n<td style=\"width: 20.7319%; height: 72px;\">You completed the <a style=\"font-family: inherit; font-size: inherit;\" href=\"https:\/\/carleton.ca\/procurement\/building-ontario-businesses-initiative-act-bobia\/#sect3.2\">Invitation to Quote process<\/a>.<\/td>\n<\/tr>\n<tr style=\"height: 80px;\">\n<td style=\"width: 19.2681%; height: 80px;\">Requisition is a result of <a href=\"https:\/\/carleton.ca\/procurement\/open-competitive-procurement\/\">Open Competitive procurement<\/a><\/td>\n<td style=\"width: 20.7319%; height: 80px;\">You are using a currently valid eShop Contract Reference Number as your Competitive Bid Requirement.<\/p>\n<p>Answer option available on Purchase Requisition form <strong>only<\/strong>.<\/td>\n<\/tr>\n<tr style=\"height: 48px;\">\n<td style=\"width: 19.2681%; height: 48px;\">Exception: goods or services not available from an Ontario Business<\/td>\n<td style=\"width: 20.7319%; height: 48px;\">You have completed adequate due diligence to determine that there is no Ontario Business providing the required good or service.<\/td>\n<\/tr>\n<tr style=\"height: 72px;\">\n<td style=\"width: 19.2681%; height: 72px;\">Exception: purchase from a <a href=\"https:\/\/carleton.ca\/procurement\/cu-faq\/vendors-of-record\/\">Vendor of Record<\/a> \/ <a href=\"https:\/\/carleton.ca\/procurement\/cu-faq\/qualified-supplier-list\/\">Qualified Supplier List<\/a> \/ <a href=\"https:\/\/carleton.ca\/procurement\/cu-faq\/standing-offers\/\">Standing Offer<\/a><\/td>\n<td style=\"width: 20.7319%; height: 72px;\">You are procuring your goods or services through an <a href=\"https:\/\/carleton.ca\/procurement\/approved-vendors-and-standing-offers\/\">Approved Vendor (Vendor of Record or Qualified Supplier List) or Standing Offer<\/a>.<\/p>\n<p><strong>HINT:\u00a0<\/strong>Look for the <img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-888\" src=\"https:\/\/carleton.ca\/procurement\/wp-content\/uploads\/approved-160x160.png\" alt=\"\" width=\"14\" height=\"14\" \/> in eShop to identify <a href=\"https:\/\/carleton.ca\/procurement\/cu-faq\/vendors-of-record\/\">Vendors of Record<\/a>.<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 19.2681%; height: 24px;\">Exception: emergency, treasury, legal, commercial sale or resale<\/td>\n<td style=\"width: 20.7319%; height: 24px;\">Your goods or services are:<\/p>\n<ol>\n<li>Required for an emergency,<\/li>\n<li>The services of a lawyer, paralegal, notary public, or expert witness, or<\/li>\n<li>Procured for commercial sale or resale.<\/li>\n<\/ol>\n<\/td>\n<\/tr>\n<tr style=\"height: 48px;\">\n<td style=\"width: 19.2681%; height: 48px;\">Not Applicable<\/td>\n<td style=\"width: 20.7319%; height: 48px;\">Applies to Cheque Requisition use for payments not related to a procurement. Cheque Requisitions are <strong>not<\/strong> used when\u00a0payment is for <a href=\"https:\/\/carleton.ca\/facts\/travel\/\">personal reimbursement of business expenses<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Updates to the Building Ontario Businesses Initiative Act (BOBIA), O.Reg. 422\/23, will impact procurement requirements for purchases\u00a0under\u00a0the\u00a0Open Competitive procurement threshold starting April 1, 2024.\u00a0BOBIA\u00a0does not\u00a0override the university\u2019s requirement to engage in\u00a0Competitive Procurement\u00a0(ex: receiving competing quotations or engaging in\u00a0Open Competitive procurement\u00a0where required by the\u00a0Procurement Policy). When completing a Cheque Requisition or Purchase Requisition in eShop, you [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":0,"parent":5363,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Demonstrate BOBIA Compliance: eShop Requisitions - 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