Key Points

 RL-013 Ver 1.0 (Jan 24)

It is important to understand and implement the correct Contract type that will be determined based on the Client's requirements. This may be Fixed-Price / Zero-subsidy, Cost-Plus, Fixed-Price / Subsidy etc.  Be sure to engage the help of your Category Lead if unclear. 

Obtain applicable MSA / LCA document template and begin to populate.  Other documents may include requisite licenses, insurance documents / guidance, and occupancy leases.  Obtain CBRE  Legal guidance on the final preparation of your Contract documents.

Identify applicable SLA's and KPIs ensuring they each have a practical application related to the services being delivered.  Refer to the content in the Resource Library related to Developing KPI's.

Populate the MSA / LCA. Be sure to check that all components of the Contract are covered (ie; terms, KPI's, remedy clauses, Assets covered, Labour etc,.).

Meeting / Review Cadence" - "Reference Meeting Schedule Template.

HSE (Safety) and ESG (Environmental) are important sections that must be included in the contract deliverables to ensure we meet stakeholder objectives on safety compliance and global ESG targets.  

Understand the budget structure, program and cost elements, and market-relevant supplier partner margins   Budget reporting is vital to accurate services operation.  

Understand and identify supplier partner investment options / program requirements, amortization schedules, and "pay-back" requirements in the event of early termination. Refer to the Supplier Investments sections in the Resource Library for further guidance.

Obtain Sign-off / Approval, cross-check for applicability and accuracy. Ensure alignment with CBRE legal.

Update Contract Master files and records with all relevant details and ensure Governance of all records is maintained

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Useful Links

1:

 Establish Contract Basics

Resource Library 

Process Guide - Contracting

Resource Library

Before applying ANY services or equipment on site it it "Imperative" that a RISK Assessment of the site has been completed and discussed with the Client and ideally the HSE Regional Director.

RISK ASSESSMENTS ARE A MUST TO ENSURE PROPER COVERAGE AND VALIDATION OF SERVICES

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Important !!

2:

Prepare MSA/LCA and relevant documents

3:

Develop SLA, KPI's and Pricing Schedules

4:

Populate MSA/LCA

5:

Document Site details and Contacts

6:

Establish HSE Requirements and boundaries

7:

Establish the Budget

8: 

Notarise and Client or Supplier investments

9:

Issue Documents for approval and sign off

10:

Update Contract Databases

  1. Ensure the Supplier agrees to all CBRE terms and conditions before contract execution
  2. Program outcomes are clearly defined
  3. Identify potential stakeholder misalignment
  4. Identify and engage all the necessary Stakeholders to ensure clear communications and alignment 
  5. Ensure all requisite insurance has been identified and applied
  6. Ensure adequate SLAs and KPIs are included commensurate with the type of services to be performed
  7. Apply fee-at-risk, if applicable
  8. Include all Client flow-down components into the Agreement as well as SLA / KPI requirements