TIER 2 · PBM RFP · SCORING METHODOLOGY AUDIT
Five RFP Scoring Terms Decide the Winner.
The PBM Knows Your Methodology. The Audit Fixes It First.
A 2-page printable worksheet PBS uses across 100s of PBM contract reviews annually. Free download. Sent to your inbox.
Three audit passes on your RFP scoring methodology
Five scoring terms that decide which PBM wins
Where the weights quietly favor the incumbent
Adjust the methodology before the RFP goes out
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A complete audit framework you can run in half a day.
WHAT IS IN THE WORKSHEET
PASS 03
Read the Five Terms
Incumbent PBMs know how your methodology scores because they have seen it before. The audit surfaces where the weights quietly favor the status quo over a more transparent challenger.
PASS 01
Audit the Scoring Weights
The first pass examines how your RFP allocates points: price, transparency, clinical programs, service, and implementation. The weights decide the winner before a single response arrives.
PASS 02
Find the Incumbent Advantage
Incumbent PBMs know how your methodology scores because they have seen it before. The audit surfaces where the weights quietly favor the status quo over a more transparent challenger.
ACTION PLAN
This Quarter's Action Plan
Run the three passes, rebalance the weights to reward transparency and auditability, and lock the methodology before the RFP goes out. The scoring sheet is the negotiation, made early.