Summary of Attachment G - Related Experience and References

Attachment G is a reference worksheet required for the Pinellas County Board of County Commissioners' RFP 26-0408 for Pharmacy Benefit Manager Services. The document serves as a standardized Excel template that solicits vendor experience and professional references across four designated categories: employer clients who departed for reasons other than merger or sale, longstanding employer clients, employer clients who implemented services on or after January 1, 2024, and relevant public sector client experience. The worksheet requests detailed information for each reference including reference type classification, client name, company affiliation, client size, job title, email address, and phone number. This attachment functions as a critical qualification component enabling the County to verify vendor capabilities and track record in providing pharmacy benefit management services to comparable organizations prior to contract award.

The related RFP requires proposing PBM firms to provide three references from similar-sized accounts with five years of comparable experience as part of their comprehensive proposal submission. Qualified vendors must be licensed as a PBM in all 50 states, manage at least one million Rx lives, and maintain a minimum of eight years of full-service PBM or health plan carrier experience. Proposers must also demonstrate established business relationships with three to five government or public sector clients in Florida or neighboring states. The five-year contract commences January 1, 2027, with two optional one-year renewal periods, and the incumbent vendor is Express Scripts Inc. All proposals must be submitted electronically through the OpenGov platform by March 31, 2026 at 3:00 p.m., with a question submission deadline of March 19, 2026 at 10:00 a.m.