Addendum_HCPS_Attachment_E_Rx_Financials_12.1.25.xlsx

XLSX spreadsheet 702 KB Posted

Attached to
Medical/Rx
Solicitation number
25598-RFP-DST
Issued by
Hillsborough County, Florida

About this file

Addendum to Hillsborough County Public Schools Medical/Rx RFP

This addendum document provides detailed financial questionnaire templates for pharmacy benefit management (PBM) vendors responding to Hillsborough County Public Schools' (HCPS) Request for Proposals (RFP 25598-DST) for prescription drug services effective January 1, 2027. The addendum outlines mandatory submission requirements across multiple Excel worksheets covering retail network disruption reporting, geographic access analysis, formulary disruption assessment, pricing structures, specialty drug listings, clinical program offerings, and rebate credit eligibility. Vendors must complete all sections comprehensively, including three-year financial projections (Year 1-3), network specifications, discount guarantees on a post-AWP rollback basis, dispensing fees, administrative fees by claim type, and manufacturer payment minimums. The document specifies detailed parameters for network access standards, requiring vendors to demonstrate that members have access to at least two pharmacies within five miles using driving distance measurements. All proposed terms are guaranteed, and vendors must provide officer certification confirming the accuracy and completeness of their financial submissions.

The pricing requirements mandate separate financial offers for multiple pharmacy channels including retail 30-day supplies, retail 90-day supplies, mail order, mail-at-retail, long-term care, home infusion, Indian Health Services, territory pharmacies, and specialty drugs through both preferred and non-preferred specialty vendors. Vendors must specify whether claims are included or excluded from discount guarantees and manufacturer payment guarantees across 68 distinct claim types, with detailed guidance provided regarding ACA medications, biosimilars, 340B claims, compound drugs, coordinated benefits, copay assistance programs, diabetes supplies, hepatitis and HIV drugs, insulins, Maximum Fair Price drugs, specialty pharmaceuticals, vaccines, and weight loss medications. The addendum requires completion of clinical program offerings, other cost services, state-mandated reimbursement provisions, and projected financial spend components, with all pricing assumptions transparently documented. Vendors must also identify limited distribution drugs, preferred biosimilar products eligible for rebate credits, and provide comprehensive assumptions regarding membership, prescription volumes per member per year, channel utilization percentages, average AWP per prescription by drug type and channel, and generic utilization rates to support underwriting analysis.

View the file

Other files

File Type Posted
Addendum_6_-_Questions_&_Answers.pdf PDF
Addendum_5_-_Attachments.pdf PDF
HCPS_Detailed_Rx_Data.zip ZIP file
HCPS_Medical_Repricing_Data.zip ZIP file
Addendum_HCPS_Attachment_B_Medical_Questionnaire_12.1.25.xlsm XLSM spreadsheet
Addendum_4_-_Rx_RFP_Announcement.pdf PDF
Addendum_4_-_Rx_RFP_Announcement.pdf PDF
Addendum_3_-_Rx_RFP_Announcement.pdf PDF
Addendum_3_-_Rx_RFP_Announcement.pdf PDF
Addendum_2_-_Additional_Information.pdf PDF
Revised_HCPS_2026_Medical_Census_11.07.25_1.xlsx XLSX spreadsheet
Addendum_2_-_Additional_Information.pdf PDF
Addendum_2_-_Additional_Information.pdf PDF
Revised_HCPS_2026_Medical_Census_11.07.25_1.xlsx XLSX spreadsheet
Addendum_1_-_Federal_Funding.dotx.pdf PDF
Federal_Funding.pdf PDF
Federal_Funding.pdf PDF
Appendix_C_USDA_Funding_UPDATED_092625.pdf PDF
Appendix_C_USDA_Funding_UPDATED_092625.pdf PDF
Addendum_1_-_Federal_Funding.dotx.pdf PDF
Addendum_1_-_Federal_Funding.dotx.pdf PDF
Appendix_C_USDA_Funding_UPDATED_092625.pdf PDF
Federal_Funding.pdf PDF
Rx_RFP_Announcement.pdf PDF
Rx_RFP_Announcement.pdf PDF
Rx_RFP_Announcement.pdf PDF
25598-RFP-DST_Medical_-_Rx_P.pdf PDF
HCPS_Attachment_B_Medical_Questionnaire_10.31.25_1.xlsm XLSM spreadsheet
Medical-Rx_RFP_Data_3.zip ZIP file
25598-RFP-DST_Medical_-_Rx_P.pdf PDF
HCPS_Attachment_C_Rx_Minimum_Requirements_1.xlsx XLSX spreadsheet
Medical-Rx_RFP_Data_3.zip ZIP file
HCPS_Attachment_C_Rx_Minimum_Requirements_1.xlsx XLSX spreadsheet
HCPS_Attachment_A_Medical-Rx_Read_Me_First_&_RFP_Instructions_10.31.25_1_1.xlsm XLSM spreadsheet
HCPS_Attachment_A_Medical-Rx_Read_Me_First_&_RFP_Instructions_10.31.25_1_1.xlsm XLSM spreadsheet
HCPS_Attachment_B_Medical_Questionnaire_10.31.25_1.xlsm XLSM spreadsheet
HCPS_Attachment_A_Medical-Rx_Read_Me_First_&_RFP_Instructions_10.31.25_1_1.xlsm XLSM spreadsheet
HCPS_Attachment_B_Medical_Questionnaire_10.31.25_1.xlsm XLSM spreadsheet
HCPS_Attachment_C_Rx_Minimum_Requirements_1.xlsx XLSX spreadsheet
Medical-Rx_RFP_Data_3.zip ZIP file
25598-RFP-DST_Medical_-_Rx_P.pdf PDF
CONTRACTING_WITH_ENTITIES_OF_FOREIGN_COUNTRIES_OF_CONCERN_PROHIBITED_AFFIDAVIT.pdf PDF
STATEMENT_OF_NO_BID.pdf PDF
CONTRACTING_WITH_ENTITIES_OF_FOREIGN_COUNTRIES_OF_CONCERN_PROHIBITED_AFFIDAVIT.pdf PDF
STATEMENT_OF_NO_BID.pdf PDF
Vendor_Registration_Form_07.10.25.pdf PDF
STATEMENT_OF_NO_BID.pdf PDF
Vendor_Registration_Form_07.10.25.pdf PDF
CONTRACTING_WITH_ENTITIES_OF_FOREIGN_COUNTRIES_OF_CONCERN_PROHIBITED_AFFIDAVIT.pdf PDF
Vendor_Registration_Form_07.10.25.pdf PDF
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Text version

Rx Retail Network Disruption

The School Board of Hillsborough County, FL
Retail Network Disruption

Instructions: We've included the below parameters but please also provide your standard reporting for your retail network disruption report. Please use the detailed Rx data provided in the zipped folder: HCPS_Detailed Rx Data.zip

Participating Pharmacy
NABP or NCPDP #Pharmacy ChainPharmacy NamePharmacy AddressPharmacy CityPharmacy StatePharmacy Zip CodeYes/No

Rx Retail 90 Network Distruptio

The School Board of Hillsborough County, FL
Retail 90 Day Network Disruption

Instructions: We've included the below parameters but please also provide your standard reporting for your standard retail 90 network disruption report using the detailed Rx data provided in the zipped folder: HCPS_Detailed Rx Data.zip

Participating Pharmacy
NABP or NCPDP #Pharmacy ChainPharmacy NamePharmacy AddressPharmacy CityPharmacy StatePharmacy Zip CodeYes/No

Geo Access-Rx

The School Board of Hillsborough County, FL
Geo-Access - Rx

Instructions: Please prepare “Geo-Access” reports using the parameters in the tables below, based on the data in the census workbook. Note that it is important that you follow the exact parameters. Please also provide information on those zip codes where the access standard is not met.

1.Network #1: Broadest Retail Network:
Access Standard: 2 Pharmacies within 5 MilesMileage Standard Measured in Driving Distance
a.Total number of network pharmacies within access standard
b.Number of Employees on census file
c.Number of Employees with access to at least two (2) network pharmacies within 5 miles
d.Number of Employees without access to at least two (2) network pharmacies within 5 miles (Line B-C)
e.Number of Employees without access because no pharmacy exists within access standard
f.Number of Employees without access because a pharmacy exists but is not in the proposed network (Line D-E)
1.Network #2: Retail 90 Network:
Access Standard: 2 Pharmacies within 5 MilesMeasured in Driving Distance
a.Total number of network pharmacies within access standard
b.Number of Employees on census file
c.Number of Employees with access to at least two (2) network pharmacies within 5 miles
d.Number of Employees without access to at least two (2) network pharmacies within 5 miles (Line B-C)
e.Number of Employees without access because no pharmacy exists within access standard
f.Number of Employees without access because a pharmacy exists but is not in the proposed network (Line D-E)

&"Arial Narrow,Regular" Request for Prescription Drug Proposal &P

Rx Formulary Disruption

The School Board of Hillsborough County, FL
Formulary Disruption

Instructions: We've included the below parameters but please also provide your standard reporting for your standard exclusions based formulary disruption report using the detailed Rx data provided in the zipped folder: HCPS_Detailed Rx Data.zip

Utilization Rank
(highest utilization measured by number of claims listed first)NDC 11Drug NameTherapeutic ClassFormulary Status as of January 1, 2026
(Formulary, Non-Formulary, Excluded)Tier as of

January 1, 2026

(1, 2, 3, 4, or Not Covered)Specialty
(Y/N)Additional Comments/Notes

(ex. ACA Medication, Preventive List Drug, Generic Now Available)

RX-Pricing, Credits

The School Board of Hillsborough County, FL
RX-Pricing, Credits and Allowances
Proprietary & Confidential
Instructions: Please complete every cell on this worksheet. Your financial offer MUST COMPLY with all Bidding Requirements and requirements in the Financial Questionnaire. All proposed terms are guaranteed.
Aon Identification Data
Vendor Name

Line of Business Commercial Credits

Include relevant basis (e.g., PMPM, PMPY, Annual etc.)Base Contract Term
Year 1Year 2Year 3
Annual Audit Allowance
Annual Market Check Allowance
Implementation Credit/Allowance
Pre-implementation Audit Credit
Pharmacy Management Fund (PMF)
Other Credit
Total Value ($)

DropDown

IncludedYesFully AgreeYesCompleteWholly OwnedConfirmedAt least quarterlyMonthlyPMPYAdmin Fees
ExcludedNoPartial AgreeNo, ExplainNot CompleteOutsourcedNot ConfirmedAt least semi-annuallyQuarterlyPEPYSelect
Included Channel AgnosticDisagreeAt least annuallySemi-AnnuallyPEPMPer Rx
Excluded Channel AgnosticOther, specifyAnnuallyPMPMPEPM
Other, ExplainTotalPMPM
Per Rx & PEPM
Per Rx & PMPM

RX-Pricing, Discount & DF

The School Board of Hillsborough County, FL
RX-Pricing, Discounts, Dispensing Fees, Administrative Fees
Proprietary & Confidential
Instructions: Please complete every cell on this worksheet. For retail, please propose pricing for your broadest retail network. Your financial offer MUST COMPLY with all Bidding Requirements and requirements in the Financial Questionnaire. Your pricing offer must be on a post-AWP rollback basis. All proposed terms are guaranteed including adjudication formulas.
Aon Identification Data
Vendor Name
ADMINISTRATIVE FEES
Base Contract Term
Year 1Year 2Year 3
Administrative Fee BasisSelectSelectSelect
Per Retail 30 Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Retail 90 Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Mail Order Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per LTC Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Indian Health, Tribal Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Home Infusion Pharmacy Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Territory Pharmacy Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Specialty Drug at Retail Pharmacy Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Specialty Drug at Specialty Pharmacy Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Vaccine ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Member Submit Paid ClaimInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Onsite Claims (if applicable)Insert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Per Member Per Month (if applicable)Insert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Vaccine SeasonalInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Vaccine Non-Seasonal (including Pandemic)Insert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
RETAIL 30 (INCLUDING SPECIALTY FROM NON-PREFERRED SPECIALTY VENDORS)
Rx with Day Supply of 1-83
Base Contract Term
Proposed Network Name
Number of Pharmacies Nationwide
Year 1Year 2Year 3
Minimum AWP Discount Guarantees

With Integrated Discount Card Program

Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Minimum AWP Discount Guarantees

Without Integrated Discount Card Program

Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Average Dispensing Fee per Paid Claim
All BrandsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
All GenericsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
RETAIL 90 (INCLUDING SPECIALTY FROM NON-PREFERRED SPECIALTY VENDORS)
Rx with Day Supply +84 Days
Base Contract Term
Proposed Network Name
Number of Pharmacies Nationwide
Year 1Year 2Year 3
Minimum AWP Discount Guarantees

With Integrated Discount Card Program

Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Minimum AWP Discount Guarantees

Without Integrated Discount Card Program

Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Maximum Dispensing Fee per Paid Claim
All BrandsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
All GenericsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
MAIL AT RETAIL (EXCLUDING SPECIALTY)
Rx with Day Supply +84 Days
Base Contract Term
Proposed Network Name
Anchor Chains in Mail at Retail Network
Number of Pharmacies Nationwide
Year 1Year 2Year 3
Minimum AWP Discount Guarantees
Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Maximum Dispensing Fee per Paid Claim
All BrandsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
All GenericsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
MAIL ORDER (EXCLUDING SPECIALTY DRUGS DISPENSED THROUGH YOUR PREFERRED SPECIALTY PHARMACY)
Base Contract Term
Year 1Year 2Year 3
Minimum AWP Discount Guarantees
Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Maximum Dispensing Fee per Paid Claim
All BrandsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
All GenericsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
SPECIALTY DRUGS FILLED THROUGH NON-PREFERRED SPECIALTY VENDORS
Base Contract Term
Year 1Year 2Year 3
Open Network:
Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Exclusive Network:
Brand Drug Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Generic Effective Rate (MAC+Non-MAC) Discount GuaranteeInsert AWP discountInsert AWP discountInsert AWP discount
Maximum Dispensing Fee per Paid Claim (Open and Exclusive)
All Brands and GenericsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
SPECIALTY DRUGS FILLED THROUGH YOUR PREFERRED SPECIALTY VENDOR
Base Contract Term
Year 1Year 2Year 3
Open Network:
Minimum AWP Discount Guarantee: All BrandsInsert Guaranteed Discount for all brands at SpecialtyInsert Guaranteed Discount for all brands at SpecialtyInsert Guaranteed Discount for all brands at Specialty
Minimum AWP Discount Guarantee: All GenericsInsert Guaranteed Discount for all generics at SpecialtyInsert Guaranteed Discount for all generics at SpecialtyInsert Guaranteed Discount for all generics at Specialty
Exclusive Network:
Minimum AWP Discount Guarantee: All BrandsInsert Guaranteed Discount for all brands at SpecialtyInsert Guaranteed Discount for all brands at SpecialtyInsert Guaranteed Discount for all brands at Specialty
Minimum AWP Discount Guarantee: All GenericsInsert Guaranteed Discount for all generics at SpecialtyInsert Guaranteed Discount for all generics at SpecialtyInsert Guaranteed Discount for all generics at Specialty
Maximum Dispensing Fee per Paid Claim (Open and Exclusive)
All Brands and GenericsInsert Guaranteed AmtInsert Guaranteed AmtInsert Guaranteed Amt
Compound Drug Claims
Base Contract Term
Year 1Year 2Year 3
11 - Single ingredient batched capsule; any combination of commercially availableInsert LOE AmtInsert LOE AmtInsert LOE Amt
12 - Two or Three ingredient batched capsule; transdermal gelInsert LOE AmtInsert LOE AmtInsert LOE Amt
13 - Four or more ingredient batched capsule; three or less ingredient cream/ointment/gel: suppository; two or less ingredient capsule: noncomplex suspension; tablet triturateInsert LOE AmtInsert LOE AmtInsert LOE Amt
14 - Topical containing controlled ingredient; three or more ingredient troche; four or more ingredient capsule; complex suspensions (i.e. pediatric); custom capsule (includes rapid dissolution preparations); chemotherapy cream/ointment/gel; hormone therapy (capsules, troches, and suppositories).Insert LOE AmtInsert LOE AmtInsert LOE Amt

RX-Pricing, MFP

The School Board of Hillsborough County, FL
RX-Pricing, Manufacturer Payment Bid
Proprietary & Confidential
Instructions: Please complete every cell on this worksheet. Your financial offer MUST COMPLY with all Bidding Requirements and requirements in the Financial Questionnaire. All proposed terms are guaranteed.
Aon Identification Data
Vendor Name

BASED ON ALL PLAN DESIGNS WITHIN EXCLUSION FORMULARY Guaranteed Manufacturer Payment Amount Per Brand Rx

Base Contract Term
Guaranteed Minimum Manufacturer Payment per Paid Claim
Name of Formulary ProposedPlease insert the name of the Formulary proposed
Number of Excluded Products on Formulary as of todayPlease specify the number of excluded products on Formulary
Year 1Year 2Year 3
Per Member Per Month (PMPM) All ChannelsGuaranteed Manufacturer Payment PMPMGuaranteed Manufacturer Payment PMPMGuaranteed Manufacturer Payment PMPM
Per Retail Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Retail 90 Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Mail Order and "Mail at Retail" Brand Claim (excluding Specialty)Guaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Retail Specialty Brand Claim (Non-preferred specialty vendor)Guaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Specialty Brand Claim (Preferred Specialty Pharmacy)Guaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim

BASED ON ALL PLAN DESIGNS WITHIN OPEN FORMULARY Guaranteed Manufacturer Payment Amount Per Brand Rx

Base Contract Term
Guaranteed Minimum Manufacturer Payment per Paid Claim
Name of Formulary ProposedPlease insert the name of the Formulary proposed
Number of Excluded Products on Formulary as of todayPlease specify the number of excluded products on Formulary (If any)
Year 1Year 2Year 3
Per Member Per Month (PMPM) All ChannelsGuaranteed Manufacturer Payment PMPMGuaranteed Manufacturer Payment PMPMGuaranteed Manufacturer Payment PMPM
Per Retail Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Retail 90 Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Mail Order and "Mail at Retail" Brand Claim (excluding Specialty)Guaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Retail Specialty Brand Claim (Non-preferred specialty vendor)Guaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim
Per Specialty Brand Claim (Preferred Specialty Pharmacy)Guaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand ClaimGuaranteed Manufacturer Payment per Paid Brand Claim

RX-Pricing, Specialty Drugs

The School Board of Hillsborough County, FL
RX-Pricing, Specialty Drug List (Preferred Specialty Pharmacy/Mail)
Proprietary & Confidential
Aon Identification Data
Vendor Name
Instructions: Please provide your list in alphabetic order by therapeutic class description; within in each therapeutic class description, please list the drug names in alphabetical order. All columns must be completed for each product listed.
Discount is % off AWP on a post-rollback basis
Please use the GPI-4 Indicator for Therapeutic Class IDBiosimilarNew to Market Specialty DrugLimited DistributionIs Your Preferred Specialty Pharmacy a Limited Distribution Vendor?Specialty Retail (If not included in Non-Specialty Retail)Open Network Guaranteed TermsExclusive Network Guaranteed Terms
NDCTherapeutic Class ID GPI-4Therapeutic Class Description (GPI-4)Generic Drug Identifier (e.g. GCN or full GPI)Drug NameStrengthDosage FormBrand/ GenericYes / NoYes / NoYes / NoYes / NoDiscountDisp FeeDiscountDisp FeeDiscountDisp Fee

RX-Pricing, Exclusions

The School Board of Hillsborough County, FL
RX-Pricing, Exclusions
Proprietary & Confidential
To Vendor: Use Columns E-G to provide a response as to whether the claim type listed in Column C is "INCLUDED" in the respective discount, dispensing fee, and Manufacturer Payment guarantee. Please limit your explanations to 400 characters or less.
Claim ExclusionsResponseExplanation
1.Please confirm this exhibit will be included in the final contract.Confirm
2.You understand that deviations from Aon's Suggested Included/Excluded Guidelines in Columns H & I will result in adjustments to your financial offering.Confirm
3.For the avoidance of doubt, all Claims not specifically outlined in the 'RX-Pricing, Exclusions' as excluded will be included in the Guaranteed Price for purposes of Discount and Dispensing Fee reconciliation.Fully Agree / Disagree
4.For the avoidance of doubt, all Claims not specifically outlined as excluded will be included in the Manufacturer Payment Guarantees for purposes of reconciliation. Furthermore, Client shall receive the any Manufacturer Payment dollars received by PBM on any exclusions listed.Fully Agree / Disagree
Claim Inclusion/Exclusion of Specific Claim TypesDiscount GuaranteesGuaranteed Minimum Manufacturer PaymentExplanationAon's Suggested
Discount GuaranteesAon's Suggested Manufactuerer PaymentsAon's Explanation/Ask
Please confirm if the following claims are included in the Guaranteed Price and/or Guaranteed Minimum Manufacturer Payment
5.Claims pursuant to a 100% Member Copayment Plan (see column J for clarification)Included / Excluded, ExplainIncludedIncludedThis Inclusion/Exclusion line item only refers to Plan Designs that require Members Pay 100% of all claim costs. (This should apply in extremely rare circumstances)
6.100% Member Paid Claims, Zero Plan Paid Claims (see column J for clarification)Included / Excluded, ExplainIncludedIncludedThis Inclusion/Exclusion line item includes all Claims where the Member pays the Total Claim Cost and the Plan pays zero.
7.Anti-Nausea DrugsIncluded / Excluded, ExplainIncludedIncluded
8.Authorized and Approved COVID-19 treatment ClaimsIncluded / Excluded, ExplainIncludedIncluded
9.Biosimilar Drugs (Non-Specialty)Included / Excluded, ExplainIncludedIncluded
10.Biosimilar Drugs (Specialty Drugs)Included / Excluded, ExplainIncludedIncluded
11.Bulk ChemicalsIncluded / Excluded, ExplainIncludedIncluded
12.Claims approved by formulary exceptionIncluded / Excluded, ExplainIncludedIncluded
13.Claims from Entities Eligible for Federal Supply Schedule PricesIncluded / Excluded, ExplainIncludedIncluded
14.Claims older than 180 daysIncluded / Excluded, ExplainIncludedIncluded
15.340B ClaimsIncluded / Excluded, ExplainExcludedExcluded
16.Compound Drug ClaimsIncluded / Excluded, ExplainExcludedExcluded
17.Coordination of Benefit (COB) / Secondary PayerIncluded / Excluded, ExplainExcludedExcluded
18.Copay Assistance Program CLAIMSIncluded / Excluded, ExplainIncludedIncluded
19.Copay Assistance Program DOLLARSIncluded / Excluded, ExplainExcludedExcluded
20.Copay Maximizer Program CLAIMSIncluded / Excluded, ExplainIncludedIncluded
21.Copay Maximizer Program DOLLARSIncluded / Excluded, ExplainExcludedExcluded
22.COVID-19 Vaccines and administrationIncluded / Excluded, ExplainExcludedExcluded
23.COVID-19 test kitsIncluded / Excluded, ExplainExcludedExcluded
24.Discount Card ClaimsIncluded / Excluded, ExplainIncludedIncluded
25.Dispense as Written (DAW) CLAIMSIncluded / Excluded, ExplainIncludedIncluded
26.Dispense as Written (DAW) DOLLARSIncluded / Excluded, ExplainExcludedExcludedThis Inclusion/Exclusion line item refers to Penalty Dollars from DAW programs being counted either as part of the discount guarantee or the manufacturer payment guarantee.
27.Diabetic Supplies (Meters, Strips, Syringes etc.)Included / Excluded, ExplainIncludedIncluded
28.Exclusive/Limited Distribution Specialty Drugs for which you do not have accessIncluded / Excluded, ExplainIncludedIncluded
29.Exclusive/Limited Distribution Specialty Drugs that your specialty pharmacy has accessIncluded / Excluded, ExplainIncludedIncluded
30.Exclusive/Limited Distribution Specialty Drugs that only your specialty pharmacy has accessIncluded / Excluded, ExplainIncludedIncluded
31.Exclusive/Limited Distribution Specialty Drugs that are New to Market (NTM)Included / Excluded, ExplainIncludedIncluded
32.Generic Specialty DrugsIncluded / Excluded, ExplainIncludedExcluded
33.Hepatitis B DrugsIncluded / Excluded, ExplainIncludedIncluded
34.Hepatitis C DrugsIncluded / Excluded, ExplainIncludedIncluded
35.HIV DrugsIncluded / Excluded, ExplainIncludedIncluded
36.Home Infusion Pharmacy or HIFIncluded / Excluded, ExplainIncludedIncluded
37.Indian Health Services, Tribal or Urban Indian Health or I/T/UIncluded / Excluded, ExplainIncludedIncluded
38.InsulinIncluded / Excluded, ExplainIncludedIncluded
39.Long Term Care Pharmacy or LTCIncluded / Excluded, ExplainIncludedIncluded
40.Low List Price Brand DrugsIncluded / Excluded, ExplainIncludedIncluded
41.Maximum Fair Price Drugs (2026 MFPs)Included / Excluded, ExplainIncludedIncluded
42.Maximum Fair Price Drugs (2027 MFPs)Included / Excluded, ExplainIncludedIncluded
43.Maximum Fair Price Drugs (2028 MFPs)Included / Excluded, ExplainIncludedIncluded
44.Maximum Fair Price Drugs (2029+ MFPs)Included / Excluded, ExplainIncludedIncluded
45.Military PharmacyIncluded / Excluded, ExplainIncludedIncluded
46.Missing / Invalid Medi-Span dataIncluded / Excluded, ExplainIncludedIncluded
47.Most Favored Nation StatesIncluded / Excluded, ExplainIncludedIncluded
48.Multi-Source Brand (MSB) ClaimsIncluded / Excluded, ExplainIncludedIncluded
49.New to Market (NTM) Specialty DrugsIncluded / Excluded, ExplainIncludedIncluded
50.No Bill, No RemitIncluded / Excluded, ExplainExcludedIncluded
51.Non-Preferred Brand Drug ClaimsIncluded / Excluded, ExplainIncludedIncluded
52.Onsite Pharmacy UtilizationIncluded / Excluded, ExplainSubject to ClientIncluded
53.Out of Network ClaimsIncluded / Excluded, ExplainExcludedIncludedIf Excluded from Guarantees, provide a list of these pharmacies.
54.Over-the-Counter (OTC) ClaimsIncluded / Excluded, ExplainIncludedIncluded
55.Paper or Member Submitted ClaimsIncluded / Excluded, ExplainExcludedExcluded
56.PCSK-9 Inhibitor ClaimsIncluded / Excluded, ExplainIncludedIncluded
57.Pharmacies subject to Region-specific PricingIncluded / Excluded, ExplainExcludedIncludedIf Excluded from Guarantees, provide a list of these pharmacies.
58.Pharmacies that Do Not Meet your Discount or Credential standardsIncluded / Excluded, ExplainExcludedIncludedIf Excluded from Guarantees, provide a list of these pharmacies.
59.PowdersIncluded / Excluded, ExplainExcludedExcluded
60.Repackaged National Drug Code (NDC) ClaimsIncluded / Excluded, ExplainExcludedExcluded
61.Rural PharmaciesIncluded / Excluded, ExplainIncludedIncludedIf Excluded from Guarantees, provide a list of these pharmacies.
62.State mandated pharmacy reimbursement claimsIncluded / Excluded, ExplainExcludedIncluded
63.Subrogation ClaimsIncluded / Excluded, ExplainExcludedExcluded
64.Transplant DrugsIncluded / Excluded, ExplainIncludedIncluded
65.Usual and Customary (U&C)Included / Excluded, ExplainIncludedIncluded
66.Vaccines (Seasonal, Non-Seasonal, Pandemic)Included / Excluded, ExplainExcludedExcluded
67.Veteran Affairs Pharmacy or VAIncluded / Excluded, ExplainIncludedIncluded
68.Weight Loss DrugsIncluded / Excluded, ExplainIncludedIncluded

RX-Pricing, Other Costs

The School Board of Hillsborough County, FL
RX-Pricing, Other Costs
Proprietary & Confidential
Instructions: Please complete every cell on this worksheet. Your financial offer MUST COMPLY with all Bidding Requirements and requirements in the Financial Questionnaire. All proposed terms are guaranteed. Please indicate the charges/fees associated with the following types of programs (include charges for basic, enhanced, and optional programs). If charges vary depending on drug class, put a range in the corresponding cell, (ex.: $0.05-$0.08 PMPM). For clinical programs, please provide any relevant product/program names and corresponding ROI.
Aon Identification Data
Vendor Name

Other Costs

CategoryServicesRequired/OptionalFeeFee BasisNotes and ROI (if applicable)
Member Communication/ServicesAnnual communications (benefit change announcements)
Member Communication/ServicesExplanation of benefits (EOBs) production and distribution
Member Communication/ServicesMember call center
Member Communication/ServicesMarketing material
Member Communication/ServicesPostage for member notification letters
Member Communication/ServicesTransition fill letter to member and provider - standard
Member Communication/ServicesTransition fill letter to member and provider - custom
Member Communication/ServicesEnrollment application and eligibility management services
Member Communication/ServicesEnrollment kit and communication material
Member Communication/ServicesEnrollment materials (mail order materials, internet-based member services communication, welcome letters)
Member Communication/ServicesReplacement ID cards
Member Communication/ServicesTargeted communications - standard (member formulary/network disruption, benefit changes, generic drug promotion, etc.)
Member Communication/ServicesTargeted communications - custom (member formulary/network disruption, benefit changes, generic drug promotion, etc.)
Administrative/ReportingMember Submitted Paper Claim Processing
Administrative/ReportingPoint of Sale (POS) Rebate Administration
Administrative/ReportingPostage for mail claims
Administrative/ReportingStandard COB administration
Administrative/ReportingClient Portal Access to systems for claims and utilization
Administrative/ReportingClient Portal Access to systems for eligibility
Administrative/ReportingClient Portal Access to systems for prior authorizations
Administrative/ReportingReporting and analytical services: Ad hoc analytical services
Administrative/ReportingReporting and analytical services: Customized reporting
Administrative/ReportingReporting and analytical services: Standard reporting
Administrative/ReportingInteractive/online ad hoc user report creation and queries
Administrative/ReportingData feed sharing and accumulators
Administrative/ReportingOngoing file feeds to other vendors
Administrative/ReportingE-prescribing services
Administrative/ReportingCMS-required letter management
Administrative/ReportingGovernment enrollment material and facilitation
Administrative/ReportingMandated government reporting (e.g. RxDC, et al)
Post-Termination ServicesAccount team support
Post-Termination ServicesAll CMS regulatory support functions (e.g. PDE, Data Validation, DIR, and other CMS audits and requirements) to enable Client to meet all CMS deadlines, reporting, and data requirements
Post-Termination ServicesAudit support
Post-Termination ServicesClaims files (pharmacy claim detail, prior authorizations, accumulators, etc.)
Post-Termination ServicesClient reporting portal access
Post-Termination ServicesEligibility processing
Post-Termination ServicesExplanation of benefits
Post-Termination ServicesFinancial reports
Post-Termination ServicesOpen refill files (mail order and specialty)
Post-Termination ServicesRun-out claims processing
List all other non-clinical program costs/fees
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other

RX-Pricing, Preferred Bios

The School Board of Hillsborough County, FL
RX-Pricing, Preferred Biosimilars
Proprietary & Confidential
Instructions: Please complete the chart below including ALL preferred biosimilars aligned to your formulary proposed. If multiple formularies have been proposed, complete for each formulary.
Aon Identification Data
Vendor Name
Complete list of preferred biosimilar products
Proposed Formulary NameBiosimilar Drug NameBiosimilar NDC-11 - list all NDCs for preferred biosimilarFormulary Status (Preferred/Non-Preferred)Originator Product Drug NameOriginator Product NDCOriginator Product Excluded from Formulary (Y/N)% Underwritten Shift to BiosimilarEligible for Rebate Credit (Y/N)

x

RX-Pricing, Rebate Credit

The School Board of Hillsborough County, FL
RX-Pricing, Rebate Credit Eligible Products
Proprietary & Confidential
Instructions: Please complete the list below with all products that will be eligible for a rebate credit aligned to your offer
Aon Identification Data
Vendor Name
Complete list of products that will be Rebate Credit eligible
Drug NameNDC-11Biosimilar Product (Y/N)?

RX-Pricing, LDD

The School Board of Hillsborough County, FL
RX-Pricing, Limited Distribution Drugs
Proprietary & Confidential
Instructions: Please complete this tab with all Limited Distribution Drugs (specialty and non-specialty)
Aon Identification Data
Vendor Name
Complete list of Limited Distribution Drugs
NDC-11Product NameSpecialty Drug Indicator
(Y/N)Brand Generic Indicator (B/G)Is Your Preferred Specialty Pharmacy a Limited Distribution Pharmacy? (Y/N)

x

RX-Pricing, Clinical Programs

The School Board of Hillsborough County, FL
RX-Pricing, Clinical/UM Programs
Proprietary & Confidential
Instructions: Please complete the table below to capture the various programs. Insert additional rows at the bottom as needed.
Aon Identification Data
Vendor Name
Program NameDescriptionRequired/OptionalOffered on a bundled or undbundled basisYear 1 FeeYear 2 FeeYear 3 FeeFee Basis (Included, PMPM, per review, etc)Year 1 Guaranteed SavingsYear 2 Guaranteed SavingsYear 3 Guaranteed SavingsGuaranteed Savings Basis (PMPM, per review, etc)How is Guaranteed Savings calculated?
Preventive Drug ListTier 3
Generic Only List
Generic and Brand List
Brand Only List
Is customization allowed?
What is the member cost structure after bypassing the deductible
Tier 1 or Brand for Generic Strategy
Is this mandatory as part of offer?
Is customization allowed?
What medications are included in the program
DUR
Concurrent Drug Utilization Review (cDUR)
Retrospective Drug Utilization Review (rDUR)
Safety programs (i.e … )
Utilization Management
Prior Authorization
Quantity Limits
Step Therapy: generic first
Step Therapy: generic or preferred brand first
Step Therapy: preferred brand first
Duration of Therapy Limits
Dose Optimization
Drug exclusions (other than formulary exclusions)
Starter Fill/Split Fill Program
Therapeutic Duplications
Other
Custom Formulary and UM
Custom Prior Authorization Program
Custom Quantity Limits
Custom Step Therapy Program
Custom formulary services and management
Value-based contracting programs
Clinical Programs
Fraud, Waste and Abuse (Standard)
Fraud, Waste and Abuse (Enhanced)
Overutilization monitoring system
Targeted specialty pharmacy services
High cost claimant analysis
Opioid Management
Medical Channel Management
Adherence
Gaps in Care/Adherence
Pharmacogenomics
Compound Drug Management Strategy
Patient Assistance Programs
Value based arrangements
Disease Management
Care Engines
High Cost Low Value Drug List
Generic incentive programs
Physician intervention and academic detailing
Other:
Copay Assistance
Copay Assistance Program (Non-Specialty)
Copay Assistance Program (Specialty)
Copay Maximizer Program (Non-Speciality)
Copay Maximizer Program (Speciality)
Patient Assistance Program (Non-Speciality)
Patient Assistance Program (Speciality)
Accumulation Adjustment Offering
What is the member's cost share?
Does the program include HIV and Transplant drugs?
Is there a penalty if members do not enroll? If so, please explain.
DAW
DAW 1 or 2 or Both
Other
Non-FDA Approved Medication Management
Medically Administered Drugs
Gene and Cellular
Compound Management
VA Claims
Subrogation
COB Claims
Coverage of Testing Supplies (Diabetes, Covid, BP monitors, Peek Flow)
Additional Point Solution Vendors
Other:
PA/Appeals
Administrative/technical PA reviews/overrides
Clinical prior authorization review
First level Appeals
Second Level Appeal
External Reviews by IRO
Formulary Exceptions
Physician-specific review
Redeterminations, Appeals and Grievances management
Other:
Admin Fees
Program Administrave Fee
Influenza Administrative Fee
Covid19 Administrive Fee
All other Administravive Fee
Weight Loss
Is weight loss a covered benefit
Please provide clinical criteria for weight loss drugs and list any additional relevant clinical/nutrition/wellness program enhancements
List all other clinical program costs/fees

Rx-Pricing, State Mandated Reim

The School Board of Hillsborough County, FL
RX-Pricing, State Mandated Reimbursement
Proprietary & Confidential
Instructions: Only complete this tab if any claims within the provided data are impacted by a state mandated reimbursement. If the state mandated reimbursement methodology applies to all pharmacies within the state, fill out columns D-F on a single row (pharmacy name and pharmacy NPI do not need to be identified in this scenario). If the state mandated reimbursement methodology within a specific state varies by pharmacy type (e.g. independent vs chain), columns B-F must be completed for each pharmacy within that state.
Aon Identification Data
Vendor Name
Pharmacy List
Pharmacy NamePharmacy NPIStateDetailed Adjudication Logic (e.g. NADAC)Mandated Dispensing Fee (per Rx)

Rx-Pricing, PMPM Exclusions

The School Board of Hillsborough County, FL
RX-Pricing, State Mandated Reimbursement
Proprietary & Confidential
Instructions: Only complete this list of a PMPM offer has been given. Use Columns B-F below to identify all NDCs that are excluded as part of your PMPM offer. For these products that are excluded, fill out the columns below that indicate if these products will be guaranteed at a Discount + Dispensing Fee Guarantee or a Cost/Unit + Dispensing Fee Guarantee. If these products do not come with a cost guarantee, please do not fill out the columns and indicate that there is no guarantee in Column G.
Aon Identification Data
Vendor Name
NDCDiscount GuaranteeCost/Unit GuaranteeDispensing Fee GuaranteeProjected Costs in Year 1
(Trended costs based on provided claims)PBM Comments

RX-Pricing, Projections

The School Board of Hillsborough County, FL
RX-Pricing, Projections
Proprietary & Confidential
Instructions: Please complete every cell on this worksheet. Your offer MUST COMPLY with all Bidding Requirements and requirements in the Financial Questionnaire and reflect the pricing inputs in the Rx, Pricing Sections of this workbook.
Aon Identification Data
Vendor Name
CalculationSpend ComponentYear 1Year 2Year 3
Base Contract Term
Total AWP[Insert Response][Insert Response][Insert Response]
Total Claim Count[Insert Response][Insert Response][Insert Response]
Excluded AWP from Pricing Guarantees[Insert Response][Insert Response][Insert Response]
Excluded Claim Counts from Pricing Guarantees[Insert Response][Insert Response][Insert Response]
1Ingredient Costs[Insert Response][Insert Response][Insert Response]
2Dispensing Fees[Insert Response][Insert Response][Insert Response]
3 (1+2)Projected Costs[Insert Response][Insert Response][Insert Response]
4Administrative Fees[Insert Response][Insert Response][Insert Response]
5Clinical Program Fees[Insert Response][Insert Response][Insert Response]
6Total Manufacturer Payments (guarantees)[Insert Response][Insert Response][Insert Response]
7 (3+4+5-6)Total Gross Cost Net of Rebate[Insert Response][Insert Response][Insert Response]
Year 1Year 2Year 3
Total # of Brand ClaimsEstimated # of Brand claims that will be eligible for the per brand rebate guaranteeEstimated total minimum guaranteed rebatesTotal # of Brand ClaimsEstimated # of Brand claims that will be eligible for the per brand rebate guaranteeEstimated total minimum guaranteed rebatesTotal # of Brand ClaimsEstimated # of Brand claims that will be eligible for the per brand rebate guaranteeEstimated total minimum guaranteed rebates
Retail 30 Network
Retail 90 Network
Mail Order
Non Preferred Specialty
Preferred Specialty
Total
Provide the financial assumptions that PBM is using to underwrite the proposed offer. If different assumptions were used for different Formularies or Lines of Business, please duplicate this table and label each rendition to correspond to each Formulary/LOB.
ComponentYear 1Year 2Year 3
# of Members (Lives)
# of Rxs PMPY (Total Annual Claims / Members)
Channel Utilization Percentage (Total Channel Rxs / Total all Rxs)
Retail Pharmacy (1-83 Days)
Retail Pharmacy (+84 Days)
LTC Pharmacies
Other non-traditional Pharmacies
Mail Order Pharmacy
Specialty Drugs dispensed at Non-Preferred Specialty Pharmacy Network
Specialty Drugs dispensed at Preferred Specialty Pharmacy Network
Average AWP per Rx (Total Drug Type AWP / Total Drug Type Rxs)
Retail Pharmacy
(1-83 Days)Brand Drugs
Generic Drugs
Retail Pharmacy
(+84 Days)Brand Drugs
Generic Drugs
LTC ClaimsBrand Drugs
Generic Drugs
Other non-traditional PharmaciesBrand Drugs
Generic Drugs
Mail Order PharmacyBrand Drugs
Generic Drugs
Specialty Drugs dispensed at Non-Preferred Specialty Pharmacy NetworkBrand Drugs
Generic Drugs
Specialty Drugs dispensed at Preferred Specialty Pharmacy NetworkBrand Drugs
Generic Drugs
Generic Utilization Percentage (Total Channel Generic Rxs / Total Channel Rxs)
Retail Pharmacy (1-83 Days)
Retail Pharmacy (+84 Days)
LTC Pharmacies
Other non-traditional Pharmacies
Mail Order Pharmacy
Specialty Drugs dispensed at Non-Preferred Specialty Pharmacy Network
Specialty Drugs dispensed at Preferred Specialty Pharmacy Network
Projected Utilization (Total Brand Rxs in Category / Total Brand Rxs)
340B Claims
Limited Distribution Drugs
Over-the-Counter Drugs
GLP-1s - Diabetes Management
GLP-1s - Weight Loss
Claims approved by formulary exception (Total Channel Rxs / Total All Rxs

Officer Statement

The School Board of Hillsborough County, FL
Officer Certification
Proprietary & Confidential
Please have an Officer review and sign this worksheet to confirm the information is valid.
Please include the completed form with your proposal.
OFFICER'S STATEMENT
PBM Vendor Legal Name
PBM Vendor Marketing Name
Street Address
City
State
Zip
Phone Number
Fax Number
Web Address
Name of Officer completing statement
Title of Officer completing statement
Phone Number of Officer completing statement
Email Address of Officer completing statement

I certify that our response to this Request for Proposal is complete and accurate to the best of my knowledge and contains no material omissions or misstatements. I acknowledge that Client will rely upon the information included in our response to make decisions concerning the pharmacy benefit management services that are offered to their employees.

Officer's Signature

Date Signed image1.png

File details come from the government source that posted it. Updated .