Treasury Board Submission Template and Form

Treasury Board Submission Form

The Treasury Board Submission Form is the official form for preparing a TB submission. For guidance on completing the TB submission form, please refer to the Detailed Guidance for Writers. Additional tools, templates and reference material can be found under Tools for Preparing a TB Submission.

In those circumstances where a TB submission is deemed as low risk, organizations may be eligible to seek TB authorities using a streamlined process using either the Financial Authorities Instrument or Minor Authorities Instrument.

Financial Authorities Instrument

The Financial Authorities Instrument Form could be used to seek financial authorities related to cases considered low risk, technical and non-controversial. Organizations should consult their TBS program analyst to determine whether an item would be suitable for this process.

Examples of cases that may be deemed appropriate for using this instrument include, but are not limited to:

  • Vote transfers
  • Top-ups for programs that have valid Terms and Conditions, existing performance indicators and evaluation/audit results that are positive
  • Settlements where there is no scope to change funding amounts
  • Debt remissions

A Minister’s signature is required. CFO and Deputy Head signatures are required on the CFO Attestation and Delivery and Expected Results appendices respectively, where applicable.

For guidance on completing the Financial Authorities Instrument, please refer to the Detailed Guidance for Writers.

Minor Authorities Instrument

The Minor Authorities Instrument Form could be used to seek non-financial authorities related to cases considered low risk, technical and non-controversial. Organizations should consult their TBS program analyst to determine whether an item would be suitable for this process.

The following scenarios are deemed appropriate for using this instrument:

  • Minor exemptions to TB Policies
  • Change in Vote wording
  • Amendments to Terms and Conditions requiring TB approval (as determined by sections 6.3.6 and 6.4.1 of the TB Policy on Transfer Payments)
  • Exceptions to Terms and Conditions;
  • Changes to EX 4/5 baseline
  • Delegation/exception to existing contract limits
  • Approval of Crown corporation corporate plans that have no significant issues

A Minister’s signature is required.

For guidance on completing the Minor Authorities Instrument, please refer to the Detailed Guidance for Writers.

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