Program Partner Selection

PEP Digital Playbook

Partnership Requirements and Expectations
Partner Segmentation and Nomination Guidance
Nominating Global Partners Into the Program
Guidance for Demoting Partners From the Program

Partnership Requirements and Expectations​

 Our  partnership approach: expectations of  partners

 Maximizing The Value From Our Partners

Value for the business and our clients

Partner Excellence program Has Been the Foundation To CBRE Becoming The Partner of

Choice In The Market

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Partner Segmentation and Nomination Guidance

How to identify and add partners to the program

Partner  minimum criteria 

Segmentation tool overview

Then the segmentation tool should be used to determine whether the supplier should be

nominated as a partner into the program

The Selection Criteria

  • We will segment our suppliers based on the following criteria.  
  • The tool’s built in formula will score the supplier as : Qualified, Preferred, Preferred+ and Strategic

How to use it?

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Instruction are at the top of the spreadsheet. 

Work your way left to right and complete the score  (1, 3 or 9) according to the criteria in column L

The tool will then automatically calculate the appropriate segment  for that supplier.

You are then ready to nominate those suppliers identified as Strategic, Preferred Plus or Preferred for approval 

Partner Selection Form Submission

For EMEA and APAC ONLY, the Partner Selection Form should be used when you wish to change the supplier’s segment. 
This can be found here - LINK

Complete each relevant box.

Please ask you regional PEP lead for guidance if required

AMS Nomination Approval Process

For changes to AMS supplier segments,  the below process should be followed. Please contact the AMS PEP lead for any guidance required.

Partner Excellence Program dashboard coming soon

The tool can be found here - Segmentation Tool Link

Guidance to Demoting Partners From the Program 

 Purpose 

Our goal is to ensure that we have the right partners in our Partner Excellence Program (PEP), which means growing and managing our partners effectively.  Partners should be continually reviewed for their status to stay within the PEP.  As part of the annual review of the partners in our PEP,  we should determine whether they are still the right partners through considering a number of factors.

We should also consider that the administrative cost of managing our partners as per our relationship strategies, as well as our Working Capital Program (WCP).  These costs may be more than the annual spend with some of our partners, so we have to consider whether they are the right partners to work with. Therefore, every six months, countries will be provided with a list of those partners falling below the $10,000 spend threshold for demotion from the PEP, however there may be some exceptions to that which should be considered.  

The scope for this is all EMEA and APAC Partners in the PEP.

There are a number of factors we need to consider in deciding whether to demote a partner

from the PEP 

• Is the annual spend with  the supplier below $10,000? (Threshold set by the Global Governance Committee in Q4 2022)

If so then the partner should be demoted from the program

• Are you growing the partner, are they performing well or are you managing this partner effectively? Have the proposed any innovations or new initiatives?

If not, then you should demote this partner

• Is this supplier a key Diverse partner in your country / region?

We are looking to grow the number and spend of Diverse partners, so even if spend is below $10,000, do consider whether they should stay in the PEP.

• Is this partner part of a LoB, regional or global relationship?

With some of our more important partners we have LoB, regional or global relationships, and therefore if your spend is low, you should review with your regional PEP Lead whether or not to remove them from the program – i.e. JCI, Honeywell, Compass etc

• Specific categories

There may be some categories of partners within the spend below $10,000 where the spend is less frequent – i.e. Projects or Training for example.  These should be considered whether they should remain in the PEP. 

 Demotion Process 

The following steps should be taken when demoting a supplier from the PEP.   Before a full demotion, countries may want to cease WCP collections for small amounts (due to admin burden versus revenue). 

 Additional Info 

Additional tools available:

To help you keep track of demotions in your country PEP list: Tracking Template for Country Demotions. Please add the date of termination to this tracker and upload into Zycus – all other fields will be populated automatically from your completed Partner selection Form.

Support:

Your regional PEP lead will support in ensuring you understand the demotion process and will report on progress as part of the regional Governance Committees.

Nominating Global Partners Into the Program

 Managing Global Partners

We currently have 2,270 partners in our Partner Excellence Program (PEP), representing 40% of our actionable & addressable spend.  We don’t manage partners globally to leverage relationships will segment our suppliers based on the following criteria.  

Criteria for selecting Global Partners to Manage

These are considerations which should be considered as part of the process of nominating a Global Partner

 How we decide and govern Global Partners

  • Global partners will be nominated and presented to the Global Governance Committee for decision
  • A quorum of appropriate relevant Procurement representatives must be present at the meeting to make a decision.  If a quorum is not present then this can be approved via email outside of the committee
  • Nominations can be made from the Procurement teams, business or from the Partner Excellence Program
  • Nominations will be made by completing the nomination form / PPT template (TBC)
  • Materials will be provided as part of the pre read and summarised within the Governance Committee to reach a decision