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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

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

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