The operational indirect categories, where the lever is rarely price: facilities, maintenance supplies, energy, travel and fleet.
The MRO criticality assessment corrects the error that costs most in this category family. Criticality is scored on the consequence of failure and the replenishment lead time – unit price is deliberately excluded from the calculation. A forty-euro bearing with a fourteen-week lead time that stops a production line is a strategic item; classifying it by spend value puts it in the tail and guarantees the stockout.
WHAT IS INCLUDED
• IFM vs Unbundled Comparator (Excel) – the facilities delivery model decided on the numbers, not on preference.
• Labour Cost Model, soft services (Excel) – testing a cleaning or security price on its cost stack rather than its headline rate.
• MRO Criticality Assessment (Excel) – consequence and lead time, never unit price.
• Consignment Stock Agreement Template (Word) – moving inventory risk and working capital to the supplier.
• Energy Procurement Decision Guide (Word) – choosing a purchasing strategy before choosing a supplier.
• Travel Policy Template (Word) – where demand management beats rate negotiation.
• Fleet TCO Model (Excel) – lease, ownership and mobility compared on whole life cost.
This is educational material, not legal advice. Have your own adviser review any agreement before signature.
WHAT YOU RECEIVE
The primary document is a 11-slide guide covering the material above, in the same consulting layout used throughout this series: a headline that states the point, a body that evidences it, and a closing line that tells you what to do with it. It is designed to be read on its own or presented internally.
The accompanying archive contains 7 working files – Excel models with live formulas, Word templates and, where relevant, PowerPoint canvases. Nothing is password-protected or locked. A locked template a professional cannot adapt is worth nothing.
HOW THE SPREADSHEETS ARE BUILT
Every workbook uses the standard financial-modelling colour convention, applied consistently: blue text on a pale yellow fill is an input you type over, black text is a formula you should not overwrite, and green text is a reference to another sheet that must be changed at source. Each model carries one worked example row, shaded and italicised, which you delete once your own data is in, and an assumptions block at the top that should be read before any output below it is trusted. Print areas and page setup are configured on every sheet.
WHAT THIS IS NOT
This is educational and commercial material, not legal, tax or financial advice. Contractual content exists so that you can identify what matters commercially and ask better questions of whoever does advise you; contract law and regulatory obligations vary by jurisdiction. All case material is composite – figures are drawn from real engagements, but no case describes a single identifiable organisation and every company name is invented.
A licence page inside each file sets out the terms of use: unrestricted use for your own work and inside your own organisation, no resale or redistribution outside it.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Procurement Strategy, Facility Management PowerPoint Slides: Facilities, MRO, Energy, Travel and Fleet Toolkit PowerPoint (PPTX) Presentation Slide Deck, Davide Sferrazza
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