1. Key Points
- Ensure Transition plan clearly identifies requisite transition elements and that outgoing / incoming Supplier partners, if applicable, are in sync
- Contract is executed and that all Appendices are completed inclusive of SLA's, KPI's related to flow-downs
- Certifications recorded and saved on file
- Commercials executed
- Training completed ready for handover
3. Useful Links
9 - 12 Months out
xxxxxxxxxxxxxxxxxxx
XXXXXXXXXXXXXXXX
Transition
Page X of X
Grounds, Landscaping & Snow
Transition Planning
Transition
Page 1 of 1
Ver 1.0 (Aug 23)
Confidential & Proprietary | 2023 CBRE Inc.
1. Overview
The effective planning of a supplier change is fundamental as the RFP process takes a significant amount of time, effort, and resources to implement.
Identifying available support resources may also prove challenging. Advanced planning ensures a smooth and effective process. Supplier Operating Standards should ideally be used within all Supplier RFPs and subsequent Supplier partner contracts. Allowing sufficient time to manage an initiative will ensure that an effectively engineered solution is identified, robustly validated and a "best-fit, best-value" Supplier partner as an integral part of an operationally, financially, and administratively sustainable program.
Engage Client and key stakeholders
identify roadblocks, discuss with stakeholders
Brief suppliers, prepare shortlist, brief sourcing
Agree Sourcing process and draft SOW
Prepare RFP and Timeline
6 Months out
Issue the RFP
Review RFP and Commercials, negotiate as required and select supplier
Obtain Client and Internal approvals, legal etc,.
Award Contract, service notices to incumbent, prepare transition plan
Communicate to all CBRE stakeholders
3 Months out
Align existing supplier with incoming supplier to ensure a seamless transition
Agree and align to on-site RACI
Ensure Site HSE completed and Safety Measures agreed with incoming Supplier
Finalise any equipment requirements and supplier partner investment
Prepare advice and notices to Client of new award scenario
1 Month out
Ensure KPI's are matched to the services being performed, agree with Supplier partner
Finalise updates on all commercial requirements
Document Contracts into repositories
Complete Site inspections before Go-Live to ensure all programs are in place
GO - LIVE
Need to draft transition plan template
Post Go - Live (First 90 Days)
Review past issues and new expectations
Progress updates in first round of service at all locations
Review suppliers performance to date, and host Quarterly Business Review
Supplier reports on baseline assessment of overall landscape conditions
Supplier portal / CBRE platform reviewed for first invoice submissions