1. Key Points

1. Ensure Transition Plan clearly identifies requisite transition elements and that outgoing / incoming supplier partners, if applicable, are in sync
2. Contract is executed and that all appendices are completed inclusive of SLA's, KPI's related to flow-downs
3. Certifications recorded and saved on file
4. Commercials executed
5. Training completed ready for handover

Bring your teams together (Account Operations, HSE Leads and Champions), introduce the teams, plan and agree key responsibilities.  These activities must align with all planned project elements, inclusive of work to be completed by the service provider

Establishing the Transition Plan is fundamental to ensure all requirements of the supplier partner onboarding or exit are completed on time and to the clients satisfaction. Using the Transition Project Plan will guide you through the steps to completion and a successful Day 1 Go-Live

After establishing the Transition Plan, it is now important to finalise and lock-in place the contract and any contract-specific requirements such as reporting schedules, communications, Key stakeholders, RACI charts and governance

Establish as part of your monthly, quarterly and yearly governance the necessary meetings to be held with the supplier partner and client (as required)

Where required, you may need to seek further advice from CBRE HSE teams and ESG teams

Once contract specifics are in place and key teams set out,  send out communications to all tenderers notifying them of the outcomes. At this point you would have already notified the successful tenderer. Typically the new supplier needs a 90 day runway to begin service

Further to point 4, in the event of a new supplier partner to be introduced, the incumbent supplier partner is served 30 days notice to prepare transition out

Be sure to prepare and implement Electrical standards relevant to the site operations.  This may be self-performance or include elements of technology operations.  Be sure to engage assistance from the Global Category Lead, where required

Supplier partner to review critical operational reporting including reporting dashboards and key events such as major PM shutdown planning

Ensure that both client and supplier partner sign-off on final Go-Live implementation, copies of activation reports to be held on file

2. RACI Legend

Legend

Title

Definition

R

Responsible

person(s) who performs an activity or does the work

A

Accountable

person(s) who is ultimately accountable and has Yes / No / Veto

C

Consulted

person(s) that need to provide feedback and contribute to the activity

I

Informed

person(s) that needs to know of the decision or action

3. Useful Links

1. Establish Transition Plan

2. Finalize Contract

Procurement - C / I

Operations - R / A

Procurement - R / A

Operations - C / I

3. Establish Key Teams & Responsibilities

4. Notification to all parties

Procurement - C / I

Operations - R / A

Procurement - R / A

Operations - C / I

5. Transition out

6. Finalize meetings and Comms

Procurement - C / I

Operations - R / A

Procurement - C / I

Operations - R / A

7. implement Electrical Standards / Best Practices

8. Setup Reporting Data

Procurement - C / I

Operations - R / A

Procurement - C / I

Operations - R / A

9. HSE / ESG & Safety measures

10. Client sign off and Day - 1

Procurement - C / I

Operations - R / A

Procurement - C / I

Operations - R / A

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Transition

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