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Team 7Dosoo Amenyah, Allison Fairall, Christine
Nguyen, Charter Robinson, Daniel WenzelMonday, April 16th, 2012
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•Recap/Background
•ALP II goals
•Methodology
•Key Findings
•Recommendation
•Timeline
Agenda
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Long-term care pharmacy which provides medications and medical supplies to multiple facilities throughout NC and VA
Legacy Consultant Pharmacy
37 facilities serving 2100 residents
Founded in 2002 in Winston-Salem, NC
Motto: Trust. Experience. Compassion.
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As a pharmaceutical courier service, timely, accurate deliveries are the core of Legacy's business plan
Tasked with finding a new, qualified courier service Researched desired qualities- interviews with staff, tours of facilitiesCompiled a detailed 27 page RFP (Request For Proposal)
ALP I Recap:
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Ultimately found 3 essential chracteristics:Signature capture technologyDedicated deliveryAbility to deliver to all long-term care facility locations
Sent RFP out to 16 potential couriers
ALP I Recap:
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Analyze and critique the RFP responses in a quantifiable, objective manner
Invite 3-4 of the best companies to present to Legacy
Choose one company to serve as Legacy’s new courier service
Help ease the transition process
Goals for ALP II
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After completing the RFP:
Methodology
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Sent out to 16 pre-selected vendors
Received 11 intents to bid
9 followed through with written responses
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Created a score card to quantify each of the nine companies in an objective manner
o Based strictly on specifications outlined in the RFP
o Completed individually to eliminate all bias
o Scores were compared and top 3 were chosen
Methodology
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Two main sections:
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Score card
• References, Pricing plans, dedicated delivery
• Missing any aspect of this section led to disqualificationRequired
• Several categories from RFP document
• Uniforms, size of trucks, route optimizationPreferred
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Distributed scorecard electronically to all ALP members and Legacy staff- required completion by meeting on (date)
Vendors were given numerical score based on how well they fulfilled requirements of RFP
Scored on a 4 point scale to avoid ambiguity
Methodology
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Final Scorecard
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Compared the team’s top scorers (SDS Rx, CourierNet and Beavex) with Legacy’s preferences
Used both quantitative data from scorecards and qualitative insights from the Legacy staff
Settled on 3 finalists:◦ Beavex◦ Scriptfleet◦ SDS Rx
Methodology
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Key findings
ALP I: dedicated delivery,
geographic feasibility and signature capture
technology
ALP II:Previous 3
Office locationIT interface
Gas surcharges
There is much more entailed in picking a productive courier service than we initially thought
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Key findings: unforeseen criteriaOffice location IT interfacing
Deliver throughout NC and VA
Solid footprint in each state will enable support of Richmond and Wisnton-Salem facilities
Those who could provide full support ranked higher
New operating system, Frameworks
Critical that couriers could easily interface with LCP’s system
Require ability to interface OR practicable solution
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Key findings: unforeseen criteriaFuel surcharges
Current vendor did not have surcharges so we did not consider it in initial RFP
Wide variety of suggestions from candidates
Some were unrealistic given current fuel prices
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3 finalists:
Based on quantitative scorecard, discussions with LCP and RFP responses
Recommendations
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Asked to address the following in detail: Pricing Matrix Additional costs Ability to interface with Framework Scan accuracy and on-time delivery goals Insurance and liability levels Technology overview with examples of each if possible Value-ads (uniforms, nametags, etc.)
Recommendations: Want pertinent information in presentations,
not reiteration of their RFP response
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Quality of response to questions
Thoroughness of presentation
Alignment with LCP’s needs
Opportunity for future growth with company
Follows company motto:
Trust. Experience. Compassion
Choosing a final vendor
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Send out RFP to prospective
vendorsDecember 9,
2011
Vendors submit via
email “Intent to Bid”
December 16, 2011
Deadline for vendors to
submit questionsJanuary 6,
2012
Final response to questions submitted
January 20, 2012
Final Proposals due
to LCPJanuary 24,
2012
Vendor presentationsApril 18, 2012
Final Vendor SelectionApril 27, 2012
Timeline – ALP I & II
Complete score card and choose 3 finalistsDate?
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Implementation date to be set by Legacy staff
Follow – up process:◦ Ensure a smooth transition◦ Evaluate new courier service
Increased efficiency Decreased time and costs
Follow-up
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Thank you for your time