6-Mandatory Minimum Requirements - Medical and PBM Providers.xlsx

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Attached to
Group Medical and/or Pharmacy Benefit Management (PBM)
Solicitation number
PCSD12232025WKT
Issued by
Utah

About this file

This file is a checklist of mandatory minimum requirements for medical and pharmacy benefit management (PBM) providers responding to a Request for Proposals issued by the Purchasing Department of a Utah school district (PCSD). The RFP seeks Group Medical and/or Pharmacy Benefit Management Services effective September 1, 2026, with an initial contract term of three years and options to extend for up to two additional one-year periods, followed by potential year-to-year renewals for up to five additional years. The district currently operates under a self-funded model administered by UnitedHealthGroup, with UMR as the medical third-party administrator and Optum Rx as the pharmacy benefit manager. The procurement may result in multiple contract awards in one of three formats: combined medical and PBM services, medical administration only, or PBM services only, with awards determined by responsive and responsible vendors achieving the highest scores.

The mandatory minimum requirements establish specific qualifications and commitments required of all bidders. Medical providers must be licensed in Utah, demonstrate capability in administering self-funded public-sector plans, maintain HIPAA and privacy regulation compliance, provide eligibility exchange with Employee Navigator, coordinate claims data with the selected PBM, offer a Utah-based or regionally accessible account manager, participate in claims repricing, guarantee rates for three years, provide administrative renewals 210 days prior to renewal, submit monthly medical claims data feeds to Cedar Gate Technologies, attend annual benefit fairs, draft Summary Plan Descriptions, accept the current plan design, and coordinate with a designated stop loss carrier. PBM requirements include URAC accreditation, Utah licensure, financial transparency with clear rebate disclosure, NCPDP claims feeds and accumulator data provision, participation in RingmasterRx repricing, three-year rate guarantees, renewals available 180 days prior to contract renewal, and ongoing monthly pharmacy claims data feeds to Cedar Gate Technologies.

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Checklist

Mandatory Minimum Requirements
CategoryRequirementAgreeDisagreeN/A
Medical RequirementsLicensed to conduct business in the State of Utah.FALSEFALSEFALSE
Medical RequirementsDemonstrated capability in administering self-funded public-sector plans.FALSEFALSEFALSE
Medical RequirementsCompliance with HIPAA and other applicable privacy regulations.FALSEFALSEFALSE
Medical RequirementsAbility to exchange eligibility with the District’s benefit administration platform (Employee Navigator).FALSEFALSEFALSE
Medical RequirementsAbility to exchange eligibility and claims data with the selected PBM.FALSEFALSEFALSE
Medical RequirementsProvide a Utah-based or regionally accessible Account Manager.FALSEFALSEFALSE
Medical RequirementsWillingness to participate in a claims repricing process.FALSEFALSEFALSE
Medical RequirementsThree-year rate guarantee from the effective date.FALSEFALSEFALSE
Medical RequirementsAdministrative renewals must be available to the District 210 days prior to renewal.FALSEFALSEFALSE
Medical RequirementsProvide ongoing monthly medical claims data feeds to PCSD or its designee (currently Cedar Gate Technologies).FALSEFALSEFALSE
Medical RequirementsAttend and participate in annual benefit fairs.FALSEFALSEFALSE
Medical RequirementsResponsible for drafting Summary Plan Descriptions (SPDs); hard copies available upon request.FALSEFALSEFALSE
Medical RequirementsConfirm review and acceptance of the current plan design.FALSEFALSEFALSE
Medical RequirementsMust agree to coordinate with designated stop loss carrier (to be finalized).FALSEFALSEFALSE
PBM RequirementsURAC-accredited PBM and Specialty Pharmacy.FALSEFALSEFALSE
PBM RequirementsLicensed to conduct business in the State of Utah.FALSEFALSEFALSE
PBM RequirementsCommitment to financial transparency, including clear definitions of all revenue sources and rebate disclosure.FALSEFALSEFALSE
PBM RequirementsProvide standard NCPDP claims feeds and accumulator data to the Medical TPA.FALSEFALSEFALSE
PBM RequirementsParticipate in the RingmasterRx repricing process.FALSEFALSEFALSE
PBM RequirementsThree-year rate guarantee from the effective date.FALSEFALSEFALSE
PBM RequirementsRenewals available 180 days prior to contract renewal.FALSEFALSEFALSE
PBM RequirementsProvide ongoing monthly pharmacy claims data feeds to PCSD or its designee (currently Cedar Gate Technologies).FALSEFALSEFALSE
Vendor Name

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