6-Mandatory Minimum Requirements - Medical and PBM Providers.xlsx
XLSX spreadsheet 12 KB Posted
- 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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Other files
| File | Type | Posted |
|---|---|---|
| 2-PCSD Standard Terms and Conditions for Services.pdf | ||
| 3-Claim of Business Confidentiality Updated.pdf | ||
| 4-Price Proposal - Insurance Admin and PBM.docx | DOCX document | |
| 7-RFP SOW - Insurance Admin and PBM.docx | DOCX document | |
| 1-PCSD Vendor Prerequisites - RFP.docx | DOCX document | |
| 5-Additional Information on Current Coverage.xlsx | XLSX spreadsheet |
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Checklist
| Mandatory Minimum Requirements | ||||
| Category | Requirement | Agree | Disagree | N/A |
| Medical Requirements | Licensed to conduct business in the State of Utah. | FALSE | FALSE | FALSE |
| Medical Requirements | Demonstrated capability in administering self-funded public-sector plans. | FALSE | FALSE | FALSE |
| Medical Requirements | Compliance with HIPAA and other applicable privacy regulations. | FALSE | FALSE | FALSE |
| Medical Requirements | Ability to exchange eligibility with the District’s benefit administration platform (Employee Navigator). | FALSE | FALSE | FALSE |
| Medical Requirements | Ability to exchange eligibility and claims data with the selected PBM. | FALSE | FALSE | FALSE |
| Medical Requirements | Provide a Utah-based or regionally accessible Account Manager. | FALSE | FALSE | FALSE |
| Medical Requirements | Willingness to participate in a claims repricing process. | FALSE | FALSE | FALSE |
| Medical Requirements | Three-year rate guarantee from the effective date. | FALSE | FALSE | FALSE |
| Medical Requirements | Administrative renewals must be available to the District 210 days prior to renewal. | FALSE | FALSE | FALSE |
| Medical Requirements | Provide ongoing monthly medical claims data feeds to PCSD or its designee (currently Cedar Gate Technologies). | FALSE | FALSE | FALSE |
| Medical Requirements | Attend and participate in annual benefit fairs. | FALSE | FALSE | FALSE |
| Medical Requirements | Responsible for drafting Summary Plan Descriptions (SPDs); hard copies available upon request. | FALSE | FALSE | FALSE |
| Medical Requirements | Confirm review and acceptance of the current plan design. | FALSE | FALSE | FALSE |
| Medical Requirements | Must agree to coordinate with designated stop loss carrier (to be finalized). | FALSE | FALSE | FALSE |
| PBM Requirements | URAC-accredited PBM and Specialty Pharmacy. | FALSE | FALSE | FALSE |
| PBM Requirements | Licensed to conduct business in the State of Utah. | FALSE | FALSE | FALSE |
| PBM Requirements | Commitment to financial transparency, including clear definitions of all revenue sources and rebate disclosure. | FALSE | FALSE | FALSE |
| PBM Requirements | Provide standard NCPDP claims feeds and accumulator data to the Medical TPA. | FALSE | FALSE | FALSE |
| PBM Requirements | Participate in the RingmasterRx repricing process. | FALSE | FALSE | FALSE |
| PBM Requirements | Three-year rate guarantee from the effective date. | FALSE | FALSE | FALSE |
| PBM Requirements | Renewals available 180 days prior to contract renewal. | FALSE | FALSE | FALSE |
| PBM Requirements | Provide ongoing monthly pharmacy claims data feeds to PCSD or its designee (currently Cedar Gate Technologies). | FALSE | FALSE | FALSE |
| Vendor Name |
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