RL-014 Ver 1.0 (Jan 24)
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
Bring your teams together, introduce the teams, and set out and agree upon 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 Client's satisfaction. Using a 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)
Following the guidance notes on HSE and ESG outline in the respective Playbooks to ensure all aspects of health, Safety, environment, and sustainability are put in place with the Supplier partner. Where required, you may need to seek further advice from CBRE HSE teams and ESG teams
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Once Contract specifics are in place and key teams in place communicate to all unsuccessful tenderers notifying them of the outcomes. At this point you would have already notified the successful tenderer
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 Security standards relevant to the site operations. This may be all Manned guarding or include elements of Technology operations. Be sure to engage assistance from the Global Cat Lead, where required
Supplier partner to prepare for 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
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
Procurement - C / I
Operations - R / A
Procurement - R / A
Operations - C / I
Procurement - C / I
Operations - R / A
Procurement - R / A
Operations - C / I
Procurement - C / I
Operations - R / A
Procurement - C / I
Operations - R / A
Procurement - C / I
Operations - R / A
Procurement - C / I
Operations - R / A
Procurement - C / I
Operations - R / A
Procurement - C / I
Operations - R / A
Resource Library
Resource Library
Process Guide / RACI - Transition
1:
Establish Transition Plan
2:
Finalise the Contract
3:
Establish Key Teams & Deliverables
4:
Notification to all parties
5:
Transition Out
6:
Finalise meetings and comms routines
7:
Implement Best Practices and Standards
8:
Set Up Reporting data
9:
Ensure HSE / ESG Measures in Place
10:
Client Sign off- Day 1
RACI