REQUEST FOR PROPOSALS

BrightSpring / PharMerica Oracle Fusion

Implementation and Conversion

ISSUE DATE: 6/12/2019

BrightSpring Health Services

805 N Whittington Pkwy
Louisville, Kentucky 40222
BrightSpring Health Services RFP – Oracle Fusion Implementation and Conversion

TABLE OF CONTENTS

1. Introduction ........................................................................................................................................... 3
1.1 Purpose for this Request for Proposal ......................................................................................... 3
1.2 Company Overview ...................................................................................................................... 3
1.3 Timeline for RFP Process .............................................................................................................. 4
1.4 Procurement Representative ....................................................................................................... 4
1.5 Contract Type ............................................................................................................................... 4
1.6 Contract Duration......................................................................................................................... 4
1.7 Pre-Proposal Conference ............................................................................................................. 4
1.8 Procurement Method .................................................................................................................. 5
1.9 Proposal Closing Date................................................................................................................... 5
1.10 Preparation and Award ................................................................................................................ 5
1.11 Duration of Proposal .................................................................................................................... 5
1.12 RFP Revisions ................................................................................................................................ 5
1.13 Cancellations ................................................................................................................................ 6
1.14 Expenses ....................................................................................................................................... 6
1.15 Protests/Disputes ......................................................................................................................... 6
1.16 Contractor Responsibilities .......................................................................................................... 6
1.17 Mandatory Contractual Terms..................................................................................................... 6
1.18 Compliance ................................................................................................................................... 7

2. Scope and Objectives............................................................................................................................. 7

3. General Definition of Products and/or Services.................................................................................... 17

3.1 Technology Products .................................................................................................................... 17
3.2 Technology Services and Solutions .............................................................................................. 18

4. Program Requirements.......................................................................................................................... 18

5. Technical Proposal ................................................................................................................................. 19

6. Cost Proposal Instructions ..................................................................................................................... 22

7. Trade Secrets/Proprietary Information ................................................................................................. 23

8. Contact for Contractual Matters ........................................................................................................... 23

9. Required Submittals............................................................................................................................... 23

10. Scoring.................................................................................................................................................... 23

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1. Introduction

1.1 Purpose for this Request for Proposal

ResCare, Inc. DBA BrightSpring Health Services on behalf of itself and all lines of businesses is soliciting
proposals from qualified suppliers to enter into a Master Services Agreement for providing specific
Management Consulting and Technology Implementation Related Services (herein “Products and
Services”) as described within this Request for Proposal (herein “RFP”).

The purpose of this RFP is to solicit proposals to establish a contract through competitive negotiations for
a cloud-based ERP (Oracle Fusion) implementation that will require the following core high level
components:
- The completion of an on-going legacy BrightSpring EBS ERP migration to Oracle Fusion
- The conversion of PharMerica SAP ERP to Oracle Fusion
- Any areas traditional associated with an ERP implementation, including but not limited to
providing project management office (PMO) services, change management, testing, validation,
training, conversion, and functional/technical Subject Matter Expert (SME) support when
applicable
- The implementation of a unified end-to-end enterprise reporting solution

1.2 Company Overview

Headquartered in Louisville, Kentucky, BrightSpring Health Services is the largest diversified home and
community-based health and human services provider in the U.S. BrightSpring has over 40 years of
experience caring for “must-serve” client and patient populations characterized by significant needs,
multiple conditions, complexity, high costs, and enduring challenges that are rest-of-life in nature. The
company provides care to approximately 300,000 individuals each day across 47 states, with a mission
to help people live their best life. Since the company’s inception in 1974, it has been a forerunner in the
movement to provide home and community-based services for people with disabilities and other
significant impairments, many of whom would be institutionalized otherwise. BrightSpring supplements
its home and community-based services with ancillary services such as pharmacy, behavioral health, and
telehealth solutions to optimize safety and outcomes for both its internal client and patient base and its
third-party customers.

BrightSpring possesses a leading, diversified national network that provides a full spectrum of services to
a variety of high need populations in settings that reduce costs to states and payers. The company’s client
and patient base includes (i) individuals with intellectual and/or developmental disabilities (“I/DD”), (ii)
individuals with behavioral challenges and disorders, (iii) aging individuals (seniors/elderly) or individuals
with other disabilities (non-I/DD) who need assistance to continue living in their homes/communities, (iv)
individuals with neuro-rehabilitation needs as a result of catastrophic injuries and illnesses (for example,
acquired/traumatic brain injury and stroke), and (v) at-risk youth with either emotional, behavioral,
and/or medical challenges and children with autism.

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1.3 Timeline for RFP Process

Event Date
RFP Submission to Vendors 6/12/2019
Letter of Intent from Vendors 6/19/2019
Written Clarification Questions from Vendors Due to company 6/21/2019
Summary Q&A Provided by Company to all Vendors 6/25/2019
Final Due Date of Submission 7/1/2019
Vendor Short List Notification 7/8/2019
On-site Orals Vendor Presentations, Including Follow-ups 7/10/2019 - 7/17/2019
Selection Notification to Bidders 7/19/2019
MSA, Statement of Work, and Final Negotiations Complete 8/2/2019
Project Kick-off 8/5/2019

1.4 Procurement Representative

Procurement Representative will be the Single Point of Contact (SPOC) prior to the award of the
contract:
Ahmed Aleemuddin
1901 Campus Place
Louisville, KY 40299
502- 627-7180
[email protected]

1.5 Contract Type

The Contract shall be an Indefinite Quantity Contract with Fixed Pricing as described in each respective
Task Order and Work Order to be issued under this Contract, as appropriate to the type of services being
requested.

1.6 Contract Duration

The Contract shall start from the date of full contract execution by the parties (“Effective Date”).
As of the Notice to Proceed Date, the Contractor shall perform all activities required by the Contract,
including the requirements of this solicitation and the offerings in its Technical Proposal for the
compensation described in its Financial Proposal. The terms of the contract shall be in effect until the
completion of the project implementation. BrightSpring, at its sole discretion, may renew the term of the
contract for any additional support or maintenance. The contract will be periodically reviewed by
BrightSpring at specified milestones provided in Section 5 of the document.

1.7 Pre-Proposal Conference

A Pre-Proposal Conference will not be held. However, final vendor clarification questions can be
submitted to the Procurement Representative by June 21, 2019. Written questions from prospective
Contractors must be submitted to the Procurement Representative via email.

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1.8 Procurement Method

The Contract will be awarded in accordance with the U.S. federal government’s competitive procurement
practices and BrightSpring’s streamlined procurement policy.

1.9 Proposal Closing Date

All proposals must be received by the Procurement Representative no later than July 1st, 2019 by 5:00
PM EST. Requests for extension of this date or time shall not be granted. Contractors mailing Proposals
should allow sufficient mail delivery time to ensure timely receipt by the SPOC. Multiple/alternative
proposals will not be accepted. Proposals received after the closing date and time will not be considered.

1.10 Preparation and Award

Proposals should be prepared simply and economically and provide a straightforward and concise
description of the Contractor’s Proposal to meet the requirements of this RFP. A Contract shall be awarded
to the Contractor submitting the Proposal that has been determined to be the most advantageous to
BrightSpring, considering price and evaluation factors set forth in this RFP for providing the
products/services as specified within.

1.11 Duration of Proposal

Proposals submitted in response to this RFP are irrevocable for the latest of the following: 180 days
following the closing date for submission of proposals, best and final offers (if requested), or the date any
protest concerning this RFP is finally resolved.

1.12 RFP Revisions

If revisions to the RFP are necessary prior to the due date for Proposals, the SPOC shall provide Addenda
to all prospective Contractors that were sent this RFP, which are otherwise known by the SPOC to have
obtained this RFP. In addition, an Addenda to the RFP will be posted on the BrightSpring’s procurement
vehicle. It remains the responsibility of all prospective Contractors to check all applicable websites for any
Addenda issued prior to the submission of Proposals. Addenda made after the due date for Proposals will
be sent only to those Contractors that submitted a timely Proposal and that remain under award
consideration as of the issuance date of the Addenda.

Acknowledgment of receipt of all Addenda to this RFP issued before the Proposal due date shall be
included in the Transmittal Letter accompanying the Contractor’s Technical Proposal. The
acknowledgement of the receipt of Addenda to the RFP issued after the Proposal due date shall be in the
manner specified in the addendum notice. Failure to acknowledge receipt of an addendum does not
relieve the Contractor from complying with the terms, additions, deletions, or corrections set forth in the
addendum, and may cause the Proposal to be deemed not susceptible for award.

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1.13 Cancellations

BrightSpring reserves the right to cancel this RFP, accept or reject any and all Proposals, in whole or in
part, received in response to this RFP, to waive or permit the cure of minor irregularities, and to conduct
discussions with all qualified or potentially qualified Contractors in any manner necessary to serve the
best interests of the BrightSpring. BrightSpring also reserves the right, in its sole discretion, to award a
Contract based upon the written Proposals received without discussions or negotiations.

1.14 Expenses

BrightSpring will not be responsible for any costs incurred by any Contractor in preparing and submitting
a Proposal, in making an oral presentation, in providing a demonstration, or in performing any other
activities related to submitting a Proposal in response to this solicitation.

1.15 Protests/Disputes

Any protest or dispute related, respectively, to this solicitation or the Contract shall be subject to the
provisions of BrightSpring’s Arbitration Policies.

1.16 Contractor Responsibilities

The successful Contractor shall be responsible for rendering products and services for which it has been
selected as required by this RFP. All subcontractors shall be identified and a complete description of their
role relative to the Proposal shall be included in the Contractor’s Proposal.

If a Contractor that seeks to perform or provide the products/services required by this RFP is the subsidiary
of another entity, all information submitted by the Contractor, such as but not limited to, references,
financial reports, or experience and documentation (e.g. insurance policies, bonds, letters of credit) used
to meet minimum qualifications, if any, shall pertain exclusively to the Contractor, unless the parent
organization will guarantee the performance of the subsidiary. If applicable, the Contractor’s Proposal
shall contain an explicit statement that the parent organization will guarantee the performance of the
subsidiary.

While experience and documentation of a Contractor’s parent company may be used to satisfy minimum
qualifications, a parental guarantee of the performance of the Contractor under this Section will not
automatically result in crediting the Contractor with the experience and/or qualifications of the parent
under any evaluation criteria pertaining to the actual Contractor’s experience and qualifications. Instead,
the Contractor will be evaluated on the extent to which BrightSpring determines that the experience and
qualifications of the parent are transferred to and shared with the Contractor, any stated intent by the
parent in its guarantee of performance for direct involvement in the performance of the Contract, and
the value of the parent company’s participation as determined by BrightSpring.

1.17 Mandatory Contractual Terms

By submitting a Proposal in response to this RFP, the Contractor, if selected for award, shall be deemed
to have accepted the terms and conditions of this RFP and the Contract. The Contract shall reflect the
requirements and provisions of the RFP. Any exceptions to this RFP shall be clearly identified as such in
the Executive Summary of the Technical Proposal. The volume and severity of exceptions to the terms of

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the RFP, will be considered in the evaluation process, and may be grounds for finding a Contractor not
reasonably susceptible for award.

1.18 Compliance

By submitting a Proposal in response to this RFP, the Contractor, if selected for award, agrees that it will
comply with all federal, State, and local laws applicable to its activities and obligations under the finalized
Contract.

2. Scope and Objectives

The purpose of this RFP is to select a vendor who will advise on and in turn implement an Oracle Cloud
based ERP solution which will meet the future business needs of the organization post BrightSpring and
PharMerica merger (the merged entity) and its legal entities. The guidelines, specifications, as well as
functional and technical requirements contained in this RFP are intended to provide vendors with the
information required to draft their bid proposals and describes the current ERP and Reporting
implementation vision required to support the organization over the longer term.

As BrightSpring continues to grow, the organization envisions a future state SaaS/Fusion solution that
improves core business processes / user experiences, integrates the newly merged entity, and provides
the required foundation for future business growth with an efficient total cost of ownership (TCO). The
organization is also looking to achieve standardization of its core business processes with leading best
practices as part of the end state solution

The solution ecosystem should support the merged entity’s current and future business needs, while
meeting the following specific strategic objectives:
 Standardize core business processes and leverage leading business practices, as applicable
within the healthcare environment
 Enhance end user experience and provide capabilities to support self-service when possible
 Enable improved information access and analytical capability via an integrated system
environment
 Support overall improvement in business process efficiency across the merged entity
 Support future organic and inorganic growth, especially as the organization focuses on
rapid business model change and innovation
 Deliver a level of customer support in excess of what BrightSpring/PharMerica is currently
providing their ERP stakeholders and user community
 Deliver a solution that is also capable of delivering required current state as well as future
state reporting/analytics capabilities

Implementation Scope
BrightSpring (BSH) and PharMerica (PMC) announced in March 2019 that the two companies joined
together to become a leading provider of home and community-based health and pharmacy services for
high-need and medically complex populations. At that time, BSH was in the process of Oracle Cloud
deployment. The Oracle Fusion Cloud solution that was originally designed and developed for the BSH
organization previously completed requirements gathering efforts, functional designs and two rounds of

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testing, prior to ceasing activities as part of the PMC merger. The implementation partner is expected to
leverage the work already completed by BSH to complete this implementation work, as well as
integrate/transition PMC from their existing SAP platform into Fusion. As part of work efforts, the
selected partner should plan for and develop a strategy for revalidating the original Fusion requirements
/ design, while remediating the components already developed for BSH to account for PMC’s specific
needs. The end state goal is to have replaced the multiple, legacy on-premise ERP systems and various
sub-systems for the Finance and Reporting solutions with standardized systems and processes.

Additionally, BSH and PMC are also looking to rationalize and consolidate their analytics and reporting
software/hardware assets into a unified, streamlined enterprise reporting platform. They are looking to
design and build the going forward analytics and reporting platform leveraging the MS Azure cloud suite
of technologies and will require assistance in first rationalizing/designing followed by building to be a
determined level of core capabilities.

The respondents will be expected to assist the merged entity with the below high-level initiatives:

Work Package 1 (Finance ERP Solution)

1) Continue and complete the rollout of Oracle Fusion for the BSH Organization
2) Migrate the accounting functions currently performed by PMC on SAP to Fusion
3) Migrate the PMC Invoice to Collect (ITC) processes from their billing systems of SAP and
LTC400 (a legacy pharmacy inventory/dispensing/purchasing management mainframe
solution that will remain as part of the future state eco-system) to Fusion
Work Package 2 (Organizational Reporting Solution)
4) Reporting Foundation Phase: Define an organization wide future state reporting / analytics
strategy and architecture;
5) Core Build Phase: Build and implement prioritized core capabilities and reports identified in
the ‘Reporting Foundation Phase’

Vendors should plan to segregate their RFP responses, including cost, by the previously outlined work
packages. Vendors may choose to bid on both the work packages or may decide to bid on only one of
the two Vendor responses will be distinctly evaluated by work package one and two.

Additional initiative details:

Work Package 1 (Finance Solution)

1. Continue and complete the rollout of Oracle Fusion for the BSH Organization

BSH currently operates in Oracle E-Business Suite and had embarked on a journey to the Cloud through
a business transformation project. As a part of this project, BSH previously worked with another
systems integrator to complete requirements gathering efforts, functional and technical designs for the
implementation. Post-PMC merger, this project was put on a temporary hold to allow time for re-
planning efforts based on a newly desired, combined and a consolidated view of the future
organization’s systems and processes.

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As a part of this initiative, the selected implementation partner will be expected re-validate and make
any required adjustments to the requirements, configurations, functional and/or technical designs
based on both BSH as well as PMC’s stakeholder inputs. Once the global design is validated and
remediated to account for the combined requirements of both PMC’s legacy ERP and legacy BSH Fusion,
the implementation partner will assist with completing the original Fusion implementation rollout
(Conference Room Pilot (CRP) 3 through conclusion).

2. Moving the PMC GL/Accounting infrastructure from SAP to Fusion

PMC currently manages its finance function in SAP and intends to move its operations to the Oracle
Cloud as a part of this initiative.

The selected implementation partner will be expected to gather, validate and merge PMC’s
requirements and design needs into the in-flight BSH Oracle Fusion implementation. Certain functions
and processes currently in SAP will be required to be rebuilt to Oracle Cloud through configurations and
extensions. The business functions currently in SAP and the interfaces in SAP which are to be rebuilt to
Oracle Cloud are provided later in this document.

3. Moving the PMC Invoice to Collect function from SAP to Fusion

The Invoice to Collect process for PMC has an extensive architecture built in two of the current PMC
applications (LTC400 and SAP). At the time of this RFP, all of customer billing is done through the
LTC400 system which supports three types of customers:
a) Third party customers whose revenue recognition and cash collection are completed within the
application
b) Private Pay
c) Facility customers
With respect to the Private Pay and Facility customers, receivables information is recorded in LTC400
and is transferred to SAP Receivables for customer statement generation, revenue recognition and cash
collection. The complete processing (namely the recording of receivables, customer statement
generation, revenue recognition and cash collection) for the Facility customers by the time of
implementation build, will have been moved into SAP.
This initiative will require the implementation vendor to address:
a) The billing process for the Facility customers to be migrated to Oracle Fusion from SAP.
b) Redirecting the current interfaces from LTC400 to SAP to be LTC400 to Oracle Fusion (these
interfaces should handle the transfer of third party and the private pay customers’ receivables
from LTC400 to Oracle Fusion Receivables)
c) Building any and all configurations and extensions in Fusion required to support the billing,
statement generation and cash collection processes for all the three types of customers
(essentially all of the same functionality currently performed in SAP).

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Work Package 2 (Reporting Solution)

Reporting Foundation Phase

The enterprise analytics and reporting architecture of BHS and PMC are built using different database,
integration and reporting technologies. A modern enterprise analytics architecture that will consolidate
current technologies and tools of both the organization to support the merged entity’s current and
future enterprise reporting needs is needed.
BSH’s data warehouse and reporting technologies include: Oracle database, Informatica, Oracle BI,
Essbase on-prem, SQL server, and Power BI.
PMC’s data warehouse and reporting technologies include: IBM db2 database, DataStage, SSIS, SQL
Server, Cognos, SAS, QlikSense
The initiative will require the vendor to perform the following activities:
a) Rationalize and Prioritize BHS’s and PMC’s current reports and dashboards across all functions
and lines of business, into different categories based on business criticality, number of users,
regulatory and compliance nature, and other such parameters
b) Work with BHS’s and PMC’s business and technical SMEs to capture functional and technical
requirements for the new analytics platform
c) Design a scalable Microsoft Azure based solution that will allow for the implementation of
prioritized reports and dashboards in a phased manner (E.g. High, Medium, Low)
d) Analyze custom financial reports built on on-premise Essbase to ensure all required future state
functionality can either be addressed out of either Oracle Fusion or the newly developed
analytics platform asked to be designed as a part of this initiative. Note: Pending all functionality
needs can be met by the future state architecture, the goal would be for an eventual
decommissioning of on premise Essbase.

4. Core Build Phase

Post rationalization and architectural design completion, MZ Azure based analytical solution will be
required to be stood-up with prioritized reports to be built on top of it.
The initiative will require the vendor to perform the following activities:
a) Build fundamental data layers and ingestion mechanism needed to support the merger entity’s
reports and visualizations
b) Build reports and visualization using MS Power BI
c) Build, Test and Implement different components of the analytics solution, including data layers,
reports and visualizations
d) Implement and Operationalize reports and visualization
e) Setup and Operationalize data management and governance solution needed to support the
platform

The high-level list of assets that will be needed to be built in the new technology are listed in the below
table

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Org Name Inventory Type Current Future Technology

Technology

BHS Datawarehouse Oracle, SQL MS Azure Data Lake, Azure SQL

Server, Server Datawarehouse, Azure
and integration Informatica Data Factory
BHS Reports Oracle BI, Power Power BI, Azure Analysis Services
BI
BHS Dashboards Oracle BI Power BI, Azure Analysis Services
BHS Cubes Essbase Azure Analysis Services

PMC Database and Db2, SQL Server, MS Azure Data Lake, Azure SQL
integration IBM DataStage, Server Datawarehouse, Azure
SSIS Data Factory
PMC Reports IBM Cognos, SAS Power BI, Azure Analysis Services
PMC Dashboards QlikSense Power BI, Azure Analysis Services
Common Data -- Collibra, Trifacta
Management
Common Monitoring & MS Active Azure Keys, Key Vault, Azure
Security Directory, OAuth Portal
Implementation Objectives
The future state Oracle Fusion ERP implementation should address all the core areas previously outlined
in this document. The selected implementation partner will be expected to:

- Support the streamlining, automation and improvement of business processes to increase

efficiency, reduce costs, improve quality, and reduce turnaround times
- Enable seamless integration between clinical systems, back office systems, and third-party
vendors critical to the success of the organization
- Deliver a scalable solution that can accommodate future growth
- Improve quality and usability of data through configurable dashboards and reports
- Provide a system that will deliver improved analytics
- Provide a system with self-service capabilities to caregivers and vendors
- Eliminate the need for shadow systems or bolt-on’s adding complexity and cost to the TCO
- Develop a realistic timeline for completion while adhering to the milestones as agreed upon
with BSH

For additional background in understanding the organization’s process scope and the corresponding
challenges identified to date, the following represent some of the key pain points BSH is hoping to
address:

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Process Summary Pain Points

 Disparate transactional systems further augment the lack of strong upstream

Transaction Processing governance, impacting downstream consolidation, analysis, and decision
making

 A Chart of Accounts was designed and decided upon for use by the combined
Organization. The Fusion instance will need to be configured to handle this
Accounting Operations chart string, which closely matches the BSH chart string. The mapping of the
PMC chart string to the finalized COA for the combined Organization is in
progress and could overlap with the start of the implementation.

 Manual integration of systems, limited workflow management increase close /

Close & Consolidation consolidation efforts and limit the bandwidth for completing added value
analytics

 There is significant manual effort in creating reports and no single source of

Reporting & Analytics truth for developing organizational reports, creating challenges when reporting
period end results.

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Software ERP vendor solutions will include modules that cover the following business process areas:

Transaction Accounting Closing & Reporting and Tax

Processing Operations Consolidation Analytics

1.1 AR and Billing 2.1 General 3.1 Period Close 4.1 Financial and 5.1 Sales and Use
(including patient Accounting Management Tax
billing) Reporting
1.2 Receipt 2.2 Indirect 3.2 Consolidation 4.2 Functional 5.2 Accruals
Processing Procurement Reporting
Inventory
Accounting
1.3 AP Invoicing – 2.2 Inter-Company 4.1 Operational
Inspyrus Interface Accounting Reporting

1.4 Payment 1.4 Chart of 4.1 External

Processing Accounts Reporting
Management
1.5 Fixed Assets 1.5 Sub-ledger 4.1 Performance
accounting Analytics

1.6 Journal
Processing

1.7 Bank
Reconciliations

1.8 Indirect
Procurement

Proposed Interface Architecture

The current interfaces at BSH and PMC were analyzed in their legacy environment, focusing on future
organizational strategic direction and the newly merged entity’s ability to modernize / achieve synergies
where applicable prior to writing this RFP. As a part of the analysis, the team has come up with the below
categorization for the interfaces:
a) Existing: These are the interfaces which were already built for the BSH footprint will need to be
remediated to be working in the environment of the merged entity.
b) New: These are the new interfaces which are to be built for the merged entity. These interfaces
are required to be built as new interfaces either because they were a part of the SAP integration
or are required because of a business decision related to the new footprint.
c) Obsolete: These are the current interfaces which are no longer required in the new footprint
because of a new application taking its place in the new scenario.

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The interface architecture in the next page provides a high-level view of the existing, new and obsolete
interfaces at BSH.
BRIGHTSPRING
PHARMERICA
Boundary systems
Boundary systems

Non Pharmacy Billing

Pharmacy Purchasing and Dispensing
Interactant
Procurement Card transactions Surecost

Employee Expenses
Employee Expenses Employee Expenses

Employee Expenses Interplx

Concur Concur
Wages, Pension, Labor hours(STAT), Payroll processing charges Wages, Pension, Labor hours (STAT)
Payroll entries, Timecard entries (Accrual)
ADP ADP
Timecard entries (Accrual) Timecard entries (Accrual)
Chase Bank General Ledger
Ceridian/
Kronos Dayforce Kronos
Payroll benefits

AON/Hewitt
Telecom charges
Pharmacy Revenue
Telenium
Hospice billing LTCDW

Kinnser

Car Lease Invoices

PHH

Procurement

Vendors
Banks

Electronic Invoices Electronic Invoices ABC

Electronic Invoices
Baxter
EDI/XML Invoicing EDI/XML Invoicing Staples
Manual Invoices Etc.,
Bank of America Payables Manual Invoices
Inspyrus
Vendor master extract Manual Invoices
Inspyrus
Manual Invoices
OpenTXT
Provider Trust
Lease Invoices Vendor Master Extract
Invoices
Provider Trust
CoStar TIC AP Data
AP ACH Payments, Positive Pay file, Expense Report Payments AP ACH Payments, Positive Pay, Expense Report Payments
Payments
Positive Pay

Portal BEX
Billing Transactions, Master Data Billing Transactions, Master Data, SKF
Wells Fargo
LTC400
Banks
Frameworks Customer Collection data
US Bank

Billing Fees Misc.Billing IDF Tracker

AR INV UPLOADS AR INV UPLOADS

Receivables Customer Statements

VmRx Bank of America

Pharmacy Receipts (EDI 835) Lockbox Receipts

Customer Billing for Analytics

Receipts LTCDW

ATP
Bank Statements Cash Bank Statements US Bank
Management

Fixed Assets

Common application used across Existing Interface

BrightSpring and PharMerica

Legacy specific Application New Interface

Application to be retired Obsoleted Interface

Banks The banking partners listed in the diagram is tentative. The

actual banking partners are to be determined

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The following itemized list represents the existing and new interfaces expected at the time of ERP
implementation execution and is based on analysis done to date.

S.No Module Interface Type Application Complexity Existing/New BrightSpring PharMerica

Description
1 GL Payroll Inbound ADP Medium Existing Y Y
processing
charges
2 GL Procurement Inbound Bank Medium Existing Y
card
transactions
3 GL Timecard Inbound Kronos Medium Existing Y Y
entries to
create accrual
4 GL Payroll Inbound ADP Medium Existing Y Y
entries
5 GL Labor Hours Inbound ADP Medium Existing Y Y

6 GL Telecom Inbound Telenium Medium Existing Y

charges
allocation
7 GL Hospice Inbound Kinnser Medium Existing Y
billing
platform
8 GL Car Lease Inbound PHH Medium Existing Y
Invoices
9 GL Expense Outbound Concur Medium New Y Y
Report
Payments
10 GL Chart of Outbound Interactant Low Existing Y
Accounts
Master
11 GL Chart of Outbound ADP Low Existing Y Y
Accounts
Master
12 GL Chart of Outbound Telenium Low Existing Y
Accounts
Master
13 GL Chart of Outbound Quickbase Low Existing Y
Accounts
Master
14 GL Chart of Outbound Contract Low Existing Y
Accounts Parents
Master
15 GL Pharmacy Inbound Surecost Medium New Y
Drug
Procurement
and Inventory
16 GL Monthly Inbound LTCDW Medium New Y
revenue file
17 GL Reporting Outbound Power BI High New Y
information
18 AP Positive Pay Outbound Bank Medium Existing Y Y
file
19 AP ACH Outbound Bank High Existing Y Y
Payments

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S.No Module Interface Type Application Complexity Existing/New BrightSpring PharMerica

Description
20 AP Vendor Outbound Provider Medium Existing Y Y
master Trust
extract for
monitoring
21 AP EDI/XML Outbound EDI/XML High New Y Y
Invoicing
22 AP Vendor Inbound Inspyrus High New Y Y
invoices
23 AR AR Customers Inbound Frameworks Medium Existing Y

24 AR AR Invoices Inbound Frameworks High Existing Y

25 AR Pharmacy Inbound Bank Medium Existing Y

billing
receipts
(Insurance)
26 AR Miscellaneous Inbound Uploads Medium Existing Y Y
billing
27 AR Non- Inbound Interactant High Existing Y
pharmacy
billing
28 AR Pharmacy Inbound LTC400 High New Y
Billing
transactions
29 AR Pharmacy Inbound LTC400 High New Y
Master data
30 AR Pharmacy Inbound LTC400 High New Y
Open AR
31 AR Collection Inbound IDF Tracker High New Y
Information
32 AR Receipts Inbound Bank High New Y
lockbox
33 AR Customer Outbound VmRx High New Y
Billing
statements
34 AR Billing Outbound LTCDW High New Y
information
35 AR Receipt Outbound ATP Medium New Y
information
36 CM Bank Inbound Bank High New Y Y
Statements
37 User Employee Inbound ADP Medium Existing Y Y
Management information
38 GL SKF (Stat Inbound LTC400 Medium New Y
Balances)
39 AP Lease Inbound CoStar Medium New Y
Invoices

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Other Considerations

 The respondent will need to provide for additional extensions and reports as appropriate for the
implementation. Based on an analysis of the Z-tables in use in SAP, there are expected to have
around 20 Fusion extensions.
 The respondent should be aware of other in-flight initiatives at BSH related to the merger. These
initiatives may be executing in parallel along with the ERP implementation and include:
o Installation of Inspyrus as the future state Invoice processing solution
o The Chart of Accounts structure for merged entity was finalized and the mapping/finalizing
of the COA segment values is in progress and will be ready before the project kick-off.
o Conversion of the Invoice to Collect processes from LTC400 to SAP for Facility customers
o Finalizing decisions on electronic invoicing options with vendors and the transactions to be
implemented with the banking partners
o Integrating with ADP and payroll
o Concurrent ADP implementation at PMC
o Reverse conversion of legacy BSH pharmacies to PMC
o Completion of the implementation of CoStar for lease management activities, including
payments

BrightSpring recognizes that certain Respondent solutions may wish to complement their proposed
native solution sets with advanced functionality provided by third parties. To the extent that third party
solutions are proposed as part of the overall solution, it is the responsibility of the Respondent to ensure
the solution being proposed is appropriate. To the extent that third party solutions are included in the
response, the Respondent must specifically identify them as third-party solutions and will be the
primary point of contact for communicating the integration approach and upgrade path considerations.
In submitting a Response to this RFP, the Respondent acknowledges and agrees that the Scope
Statement as outlined in this Packet includes any activities which, although not expressly listed, would
be reasonably understood to be necessary for the successful completion of Services as described. The
Respondent further acknowledges and agrees that, by this reference, such activities are hereby included
in the Scope.

3. General Definition of Products and/or Services

Bidders are to demonstrate their approach and methodology that would be followed as related to
executing the work described within this RFP, based on the most applicable and relevant Technology
Products, Services, Solutions, and Related Products / Services they offer. Bidders should have
demonstrated experience in providing the Products and Services as defined in this RFP. Bidders are to
confirm they can meet and/or exceed all requirements outlined within this document. If the Bidder is
unable to meet a requirement they are to provide the reason and their workaround recommendation,
as well as provide alternatives for completing said work.

3.1 Technology Products

Please provide a detailed description of the recommended environment management strategy that you
recommend for BrightSpring to support the following activities for both implementation and production:
Training, Test cycles, Development, Upgrades and Patches, Production and Disaster Recovery.

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Additionally, please indicate any additional database, application server or tools license costs if you are
proposing a separate tool (e.g. consolidations, reporting and/or accessing external data stores).
Please indicate any other tools you would suggest BrightSpring consider as they support the proposed
environment. These could include everything from end-user reporting to systems performance
monitoring tools, such as:
 Integration Tools
 Development Tools
 Front End User Reporting
 Security Administration
 Audit Trail
 Workflow
 Backup and Archiving
 Systems Performance Monitoring
 Training Toolkit

3.2 Technology Services and Solutions

Please provide a clear roadmap aligned to the business needs of BSH demonstrating the ability to
complete the scope and objectives in Section 2. The roadmap should clearly provide for:
o Stability, security, scalability, compatibility, functional and system performance, open
standards and interfaces to other applications and hardware, and integration with
BrightSpring specific applications
o Consistency in application look and feel across modules
o Ability to integrate with clinical and other systems critical to the successful operations of
an organization the size and complexity of BrightSpring

Please describe the solution delivery model options. The vendor responses here should match
information you provide in other sections of this RFP. Please explicitly list all modules and
requirements that would be needed to fullfil the RFP requirements as well as any third party software
or hardware that wil be required. The pricing model should incorporate all known costs for delivering
your designed solution. The Vendor should also clearly indicate if there are any portions of the design
that are “optional” to implementing a solid finance and reporting solution.

4. Program Requirements

The criteria that will be used in evaluating the solution includes, but is not limited to, the following list of
parameters:

 Visibility Factors
o Vendor’s size, stability, financial strength, vision and leadership
o Product Research and Development, innovation, product lifecycle and compliance with
regulatory requirements and standards in the Healthcare Industry
o Satisfaction of current install base in working with your organization

 Financial Factors
o Total Cost of Ownership, pricing structure and ongoing operational cost considerations

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 Functional Factors
o Capacity to meet BrightSpring’s specific operational needs and unique functions to
facilitate implementation of leading practices
o Capacity to provide Healthcare Industry leading practices embedded in software as a
process or included in the content
o Simplicity and ease of use of solution

 Vendor Performance Factors

o Customer support to address production issues in a timely and efficient manner
o System performance that meets users’ expectations of a modern ERP system
o Frequency and reliability of enhancements and upgrades
o Timely and effective training and technical support to the installed client base
o Reputation and track record for successful installations that are on time and within
budget

 Staff Experience
o Bidder shall describe the credentials of staff and how they are certified and trained to
provide the Products and Services required in Section 2.
o Bidder shall describe the number and type of staff its company proposes to service
this contract, e.g. technical, functional, and PMO.
o Bidder shall describe its methodology for training BrightSpring Health Services.
o Bidder shall describe its processes for assigning staff to specific projects, along with the
credentials of the staff members.

 Financing Options
Bidder should include any financing solutions and payment options such as credit card payments
without any fees or penalties.

 Timeline
BrightSpring will require each of the initiatives to be planned to coincide with end of a quarter, with
the entire implementation being completed around mid-2020.

5. Technical Proposal

Proposals should not contain extraneous information. Bidders should utilize common terminology
wherever possible. Proposals should cover the topics outlined in this section and emphasize the Bidder’s
methodology and approach to the work. Proposals will be evaluated based on information presented by
the Bidder and the evaluation criteria listed in this RFP.
 The Bidder must submit the Technical Proposal containing the following information. This
information will be considered the minimum content of the proposal:
o COVER LETTER:
The cover letter will provide a brief history of the Bidder and its organization. The letter will
indicate the principal or officer of the Bidder organization who will be BrightSpring Health
Services primary point of contact during negotiations. This individual must have the authority
to negotiate all aspects of the scope of services and provisions on behalf of the Bidder. An

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officer authorized to bind the Bidder to the terms and conditions of this RFP must sign the
cover letter transmitting the proposal.
o EXECUTIVE SUMMARY:
The Bidder will provide an Executive Summary that presents in brief, concise terms a
summary level description of the contents of the Proposal.
o BIDDER PROFILE:
The Bidder must provide a profile of its organization and all other companies who will be
providing products or services through a subcontracting arrangement with the Bidder. At a
minimum, the Bidder will provide the following information:
 Name of firm submitting proposal
 Main office address, telephone number, fax number
 Primary contact email address and website address
 If a corporation, when and where incorporated
 List any DBAs
 Number of years in business
 Total number of employees
o PROPOSAL:
The Bidder shall provide a statement of all programs and services proposed, including
conclusions and generalized recommendations. Proposals should be all-inclusive, detailing
Bidder’s best offer. Following is a framework and questions to guide your organizations
suggested solution. Please address the following as completely as possible for each
component of the Project in Introduction and Background, General Definition of Products and
Services and Special Provisions, and Program Requirements.
 Include a complete listing of programs and services proposed in the same order
as Introduction and Background, General Definition of Products and Services.
 Process: What steps will your organization take to ensure that
the implementation for the Project runs smoothly?
 Transition Plan: If applicable to the Product or Service, the Bidder shall prepare
and submit to BrightSpring Health Services for approval a comprehensive and
detailed Transition Plan, which describes in detail all tasks and resources
associated with the transition of the Products and Services to the Bidder with
minimum disruption to BrightSpring Health Services.
 Project Plan: Submit a Project Plan to describe, to the best of your ability, all
times, tasks, and resources associated with the implementation of the Project.
The broad milestones for the Fusion Implementation /Analytics and Reporting
Platform Modernization are expected to be the below phases in the project:
a. Global process design
b. Build and Unit Testing
c. Conference Room Pilots
d. Integration Testing
e. User Acceptance Testing
f. Conversion
g. Go-Live
h. Warranty Support
Client Relationship Management: Describe the communications scheme that your
organization will use to keep BrightSpring informed about the progress of the Project.
 Risk Management: Describe the risks associated with the Project or associated
Agreement. What contingencies have been built in to mitigate those risks?

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BIDDER QUALIFICATIONS AND EXPERIENCE:

 The Bidder shall describe its qualifications and experience related to the programs
and services proposed. Describe Bidder’s ability to meet or exceed requirements.
 Bidder shall identify and provide the same information for all subcontractors or
joint venture partners and identify their role in your proposed solution.
 Bidder shall include copies of any applicable End User License Agreements (EULA) and
Service Level Agreements (SLA).

FINANCIAL STATEMENTS:
The Offeror shall provide an income statement and balance sheet from the two most recent
reporting periods.

BUSINESS EXPERIENCE

a. Please use the following table to name three (3) organizations comparable to BrightSpring in
size and business scope that use the goods and/or services contemplated in this RFP. (If
experience is not healthcare-related, please provide organizations or Projects of similar scope,
size and complexity.)

b. Please indicate in “Project Scope & Details” whether they are current clients, the size of the
company or subsidiary, the length of time Respondent provided the goods and/or services to
such reference, the number of employees, and a description of the deliverables.

c. Please provide qualifications for where your solution has been successfully implemented. Note
that projects can be in process.

d. Of these, please provide, where possible, qualifications which cover implementation of

integrated suite of functionalities.
Detail Response
Company Name
Contact Details (optional)
Address
Project business drivers
Project outcomes or benefits
realized
Main challenges encountered
Lessons Learned for the Vendor
Improvements to the product or
process as a result of the
experience
Project Start/End Dates
Project Scope & Details

Detail Response
Company Name

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Contact Details (optional)

Address
Project business drivers
Project outcomes or benefits
realized
Main challenges encountered
Lessons Learned for the Vendor
Improvements to the product or
process as a result of the
experience
Project Start/End Dates
Project Scope & Details

Detail Response
Company Name
Contact Details (optional)
Address
Project business drivers
Project outcomes or benefits
realized
Main challenges encountered
Lessons Learned for the Vendor
Improvements to the product or
process as a result of the
experience
Project Start/End Dates
Project Scope & Details

Reference Calls/Site Visits: We would like the opportunity to work directly with Vendor
references in terms of conversations and potential site visits and will allow you to coordinate
the initial interaction.

6. Cost Proposal Instructions

 The Bidder must submit a cost proposal fully supported by cost and pricing data adequate to
establish the reasonableness of the proposed fee.
 The following information should be submitted as part of the cost proposal:

PROPOSED SERVICES AND SOLUTIONS:

For any proposed services or solutions, Bidder shall provide the following:
 For any proposed services and solutions, Bidder must provide a detailed price
breakdown for each service or solution separately as well as totals for services
provided together, if prices differ.
 All prices offered in the cost proposal shall include the cost of services, supervision,
equipment, travel and any other incidentals to complete the solution, application or
service.

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 Labor categories shall be displayed on a cost per hour, either all-inclusive or cost per
position (director, project manager, etc.).
Additional Offerings:
 Detail any additional pricing incentives, discounts or rebates that may be available
such as for large volume, bundled solutions, applications, products and services, etc.
 Provide the methodology of how you will substantiate and justify any requests for
adjustment in cost of solutions, applications, products, and services during the term
of the contract. Scenarios are examples of what might be purchased off a contract of
this nature and will be used to evaluate bidders cost reasonableness.

The bidder’s response specific to Work Packages should be split into separate sections (For
example, the bidder is expected two sections for PROPOSAL and COST sections for the Finance
Work Package and the Reporting Work Package separately)

7. Trade Secrets/Proprietary Information

 Trade secrets or proprietary information submitted by an offeror in connection with a

procurement transaction shall not be subject to disclosure.
 The Offeror must identify the data or other materials to be protected and state the reasons
why protection is necessary. Disposition of material after award(s) should be stated by the
Bidder.

8. Contact for Contractual Matters

All communications and requests for information and clarifications shall be directed to the
following procurement official:
Ahmed Aleemuddin
1901 Campus Place
Louisville, KY 40299
502- 627-7180
[email protected]
9. Required Submittals
Each Bidder responding to this Request for Proposal must supply all the documentation
required in the RFP. Failure to provide documentation with the Bidder's response to the RFP
may result in the disqualification of the Bidder's proposal.

10. Scoring

Scoring for this RFP will be based on the following criteria:

Pricing 25%
Quality and Professional Experience of Proposed Implementation Team 25%
Ability to meet proposed time line 25%
Fusion & Reporting Implementation Methodology 10%
Staff/Company Experience 10%
Healthcare Industry Experience 5%

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