Attachment J - Financial Questionnaire and Cost Proposal.xlsx

This is a Financial Questionnaire and Cost Proposal attachment for the City of Houston's Pharmacy Benefits Management Services solicitation in Texas. The document serves as the formal cost submission vehicle for qualified firms bidding to provide third-party PBM services supporting the City's self-funded medical benefit plans. The contract encompasses a five-year initial term with two one-year renewal options available, extending potential coverage through year seven. Proposers are required to complete detailed financial questionnaires and cost proposals in the specified Excel format, addressing pricing structures for prescription drug benefit administration, including services such as claims processing, formulary management, prior authorization, and mail-order pharmacy coordination for City of Houston employees and their dependents.

The financial proposal section requires bidders to submit comprehensive cost breakdowns, pricing methodologies, and financial stability documentation demonstrating capacity to manage the anticipated pharmacy benefit volume for a large municipal workforce. Pricing terms must address both administrative fees and drug-related costs, including margins, rebates, and any pass-through mechanisms. The proposal should reflect the bidder's understanding of the City's self-funded plan structure and include detailed cost assumptions supporting the quoted rates. Financial questionnaires typically require submission of audited financial statements, credit references, and evidence of adequate capitalization and insurance coverage to ensure contractor viability throughout the contract term.