Self-Funded and Medical and Pharmacy Services

Self-Funded Medical and Pharmacy
Services
Request for Proposal
RFP# 25-26-50
Proposal Due Date:
Friday, July 17, 2026
5:00 pm (EDT)
Contact Person:
Mrs. Leah Futrell
Title: Director of Human Resources
Email Address:
LFutrell@greenvillenc.gov

Date: June 15, 2026
Subject: Self-Funded Medical and Pharmacy Services
Contact: Leah Futrell, Project Manager
The City of Greenville and Greenville Utilities Commission are accepting proposals for Self-
Funded Medical and Pharmacy Claims Administration Services for the healthcare plans
covering COG and GUC employees and dependents. The requirements for submitting a
Proposal are stated in the attached Request for Proposal (the "RFP").
Sealed proposals endorsed Self-Funded Medical and Pharmacy Services to be furnished to
the City of Greenville (the "City") will be received by using the following drop box link:
https://www.dropbox.com/request/wsiargd080fjymb6934c
The City reserves the right to reject any or all proposals. However, please note the City's
limit on size of emails received.
This RFP outlines a description of the services sought and the documents interested firms
will be required to submit as one (1) electronic copy of the Proposal to the drop box link.
Written questions concerning this RFP may be submitted by email only at
joe.harten@mercer.com. Please insert RFP# 25-26-50 in the subject line. All questions
must be submitted by Monday, June 22, 2026 at 5:00 pm EDT.

SECTION ONE
GENERAL INSTRUCTIONS
1. READ, REVIEW AND COMPLY: It shall be the Proposer's responsibility to read this entire
document, review all enclosures and attachments, and any addenda thereto, and comply
with all requirements specified herein, regardless of whether appearing in these Instructions
or elsewhere in this RFP document or attachments.
2. LATE PROPOSALS: Late proposals, regardless of cause, will not be opened or
considered, and will automatically be disqualified from further consideration. It shall be the
Proposer's sole responsibility to ensure delivery at the designated office by the designated
time.
3. ACCEPTANCE AND REJECTION: The City reserves the right to reject any and all
proposals, to waive any informality in proposals and, unless otherwise specified by the
Proposer, to accept any item in the proposal.
4. WITHDRAWAL OF PROPOSAL: No proposal may be changed or withdrawn after the time
of the proposal due date. Any modifications or withdrawals requested before this time shall
be acceptable only when such request is made in writing to the Financial Services Manager.
5. CONFLICT OF INTEREST: Each Proposer shall affirm that no official or employee of the
City of Greenville is directly or indirectly interested in this proposal for any reason of
personal gain.
6. LOCAL PREFERENCE: The City of Greenville has adopted a Local Preference Policy,
Resolution No. 056-13, and a Professional and other Services Policy, Resolution No. 057-13
that may pertain to this project. For more information, please see the City of Greenville's
webpage at Bid Postings * Greenville, NC * CivicEngage.
7. TAXES: Sales taxes may be listed on the proposal, but as a separate item. No charge will
be allowed for Federal Excise and Transportation tax from which the City is exempt.
8. CITY RIGHTS AND OPTIONS: The City, at its sole discretion, reserves the following rights:
* To supplement, amend, substitute or otherwise modify this RFP at any time.
* To cancel this RFP with or without the substitution of another RFP.
* To take any action affecting this RFP, this RFP process, or the Services subject to this
RFP that would be in the best interests of the City.
* To issue additional requests for information or clarification from Proposers or to allow
corrections of errors or omissions.
* To require one or more Proposers to supplement, clarify or provide additional
information in order for the City to evaluate the Responses submitted.

* To negotiate a contract with a Proposer based on the information provided in response
to this RFP.
9. PUBLIC RECORDS: Any material submitted in response to this solicitation will become
a "public record." Proposers must claim any applicable exemptions to disclosure provided
by law in their response to this RFP. Proposers must identify materials to be protected, and
must state the reasons why such exclusion from public disclosure is necessary and legal.
The City reserves the right to make all final determination(s) of the applicability of North
Carolina General Statutes 132-1.2, Confidential Information.
10. ACCURACY OF SOLICITATION AND RELATED DOCUMENTS: Each Proposer must
independently evaluate all information provided by the City. The City makes no
representations or warranties regarding any information presented in this RFP, or otherwise
made available during this procurement process, and assumes no responsibility for
conclusions or interpretations derived from such information. In addition, the City will not
be bound by or be responsible for any explanation or conclusions regarding this RFP or any
related documents other than those provided by an addendum issued by the City.
Companies may not rely on any oral statement by the City or its agents, advisors, or
consultants.
If a Proposer identifies potential errors or omissions in this RFP or any other related
documents, the Proposer should immediately notify the City of such potential discrepancy
in writing. The City may issue a written addendum if the City determines clarification
necessary. Each Proposer requesting an interpretation will be responsible for delivering
such requests to the City's designated contact person.
11. EXPENSE OF SUBMITTAL PREPARATION: The City accepts no liability, and Proposers
will have no actionable claims, for reimbursement of any costs or expenses incurred in
participating in this solicitation process. This includes expenses and costs related to
Proposal submission, submission of written questions, attendance at pre-proposal
meetings or evaluation interviews, contract negotiations, or activities required for contract
execution.
12. PROPOSAL BINDING: All proposals submitted in response to this RFP must be binding
through December 31, 2026.
13. NO INTERMEDIARIES: The City and the GUC have engaged Mercer Health & Benefits to
evaluate all proposals and make recommendations, as part of Mercer's ongoing contract
with the City and the GUC. Proposals should be submitted by the insurance carrier/claims
administrator directly. Proposals submitted by, partnering with, or otherwise including
brokers, agents, consultants, or other third parties will be rejected.

SECTION TWO
PROPOSAL
1. RFP DOCUMENT
Refer to the attached Excel document for background on the City and the GUC, a
description of the desired services, proposal requirements, current benefit designs,
required questions, desired performance guarantees, a Total Revenue Disclosure
statement, GeoAccess and disruption requirements, and a financial quote template.
Enrollment and plan data are attached as well.
2. TERMS OF AGREEMENT
The City and the GUC are seeking an initial three-year contract with annual renewals
thereafter.
3. PAYMENT
The successful Proposer will be paid monthly for administrative fees. Claims paid on
behalf of covered COG and GUC participants will be reimbursed on a periodic schedule
agreed upon by the City and the successful Proposer.
4. PROPOSAL CONTENTS
Proposers should complete all required fields in the attached Excel document.
5. QUESTIONS
Questions must be asked in writing via email addressed to Joe Harten
(joe.harten@mercer.com) with the RFP#25-26-50 mentioned in the subject line of the
email. All questions must be submitted by Monday, June 22, 2026 at 5:00 pm EDT.
Answers will be provided via an addendum posted on the City's website by Monday,
June 29, 2026 by 5:00 pm.
6. REFERENCE INFORMATION
The Proposers shall provide a minimum of three (3) client references for whom the
Proposer currently provides or has provided within the past three (3) years services
similar in scope to those requested in this RFP. For each reference, provide the
following information:
1. Client Organization Name
2. Contact Name and Title
3. Telephone Number
4. Email Address
5. Length of Relationship
6. Number of Covered Employees/Members
7. Description of Services Provided
8. Effective Dates of Services

7. PROPOSAL SUBMISSION AND DEADLINE
Proposers must complete and submit the attached Excel document in its entirety by
5:00 pm EDT on Friday, July 17, 2026.
Proposals submitted after this deadline or to any location other than that listed
above will not be considered.
8. SELECTION PROCESS
Following is a general description of the selection process:
* All qualified firms who submit responsive, responsible proposals will be considered.
* The proposals received in response to this solicitation will be evaluated and ranked
by Mercer in accordance with the process and evaluation criteria contained in the
Excel document.
* Responses will be evaluated in light of the material and substantiating evidence
presented in the response, and not on the basis of what is inferred.
* At their discretion and in conjunction with Mercer, the City and the GUC may shortlist
one or more firms to be interviewed. Dates for interviews will be communicated to
those Proposers under consideration.
9. MINORITY AND WOMEN-OWNED BUSINESS ENTERPRISE PARTICIPATION
It is the policy of the City to provide minorities and women equal opportunity for
participating in all aspects of the City's contracting and procurement programs,
including but not limited to, construction projects, supplies and materials purchase, and
professional and personal service contracts. In accordance with this policy, the City has
adopted a Minority and Women Business Enterprise (MWBE) Plan and subsequent
program, outlining verifiable goals.
The City has established a 4% Minority Business Enterprise (MBE) and 4% Women
Business Enterprise (WBE) goal for the participation of MWBE firms in supplying goods
and services for the completion of this project. All firms submitting qualifications and/or
proposals agree to employ "good faith efforts" towards achieving these goals and supply
other information as requested in the "MWBE Professional Services Forms" included in
Appendix B. Failure to complete the MWBE forms may be cause to deem the submittal
nonresponsive.
Questions regarding the City's MWBE Program should be directed to the MWBE Office at
(252) 329-4862.
10. EQUAL EMPLOYMENT OPPORTUNITY CLAUSE
The City of Greenville is an equal opportunity employer and strictly prohibits
discrimination against any employee or applicant for employment because of the
individual's race, color, religion, age, gender, disability, national origin, genetic

information, sexual orientation, gender identity/reassignment or expression, military or
veteran status, marital status, or any characteristic protected by applicable law.
11. TITLE VI NONDISCRIMINATION NOTIFICATION
The City of Greenville, North Carolina in accordance with the provisions of Title VI of the
Civil Rights Act of 1964 (78 Stat. 252, 42 US.C. 2000d to 2000d-4) and the Regulations,
hereby notifies all respondents that it will affirmatively ensure that any contract entered
into pursuant to this advertisement, disadvantaged business enterprises will be afforded
full and fair opportunity to submit proposals in response to this advertisement and will
not be discriminated against on the grounds of race, color, or national origin in
consideration for an award.
12. SELECTION CRITERIA
Refer to the Excel document for a discussion of the selection criteria.
North Carolina firms qualified to do the required work will be given priority consideration.
A North Carolina firm is a firm that maintains an office in North Carolina staffed with an
adequate number of employees judged by the City/Department to be capable of
performing a majority of the work required.
After reviewing qualifications, if firms are equal on the evaluation review, then those
qualified firms with proposed MWBE participation will be given priority consideration.
Once a preferred firm is chosen, the City will work with the project team to develop a
more detailed scope of services to be included in the project contract. The City reserves
the right to negotiate a contract, including the final scope of work and contract price,
with any Proposer or other qualified party.
13. SUBMISSION SCHEDULE AND KEY DATES
Event Date and Time
Issuance of RFP Monday, June 15, 2026
Deadline to Submit Questions Monday, June 22, 2026
Answers to Questions Provided Monday, June 29, 2026
Proposals Due Friday, July 17, 2026
Selection August 31, 2026
Effective Date of Services January 1, 2027

ATTACHMENT A
GENERAL TERMS AND CONDITIONS
The contract terms provided herein are not exhaustive but shall become a part of any
contract issued as a result of this solicitation. Any exceptions to the contract terms must be
stated in the submittal. Any submission of a proposal without objection to the contract
terms indicates understanding and intention to comply with the contract terms. If there is a
term or condition that the firm intends to negotiate, it must be stated in the proposal. The
successful firm will not be entitled to any changes or modifications unless they were first
stated in the proposal. The City reserves the right, at its sole discretion, to reject any or all
submittal package(s) containing unreasonable objections to standard City contract
provisions.
1. NONDISCRIMINATION: The contractor, with regard to the work performed by it
during the contract, will not discriminate on the grounds of race, color, national
origin, sex, age, disability, income-level, or LEP in the selection and retention of
subcontractors, including procurements of materials and leases of equipment. The
contractor will not participate directly or indirectly in the discrimination prohibited by
the Acts and the Regulations as set forth in Appendix E, including employment
practices when the contract covers any activity, project, or program set forth in
Appendix B of 49 C.F.R. part 21.
2. SOLICITATIONS FOR SUBCONTRACTS, INCLUDING PROCUREMENTS OF
MATERIALS AND EQUIPMENT: In all solicitations, either by competitive bidding, or
negotiation made by the contractor for work to be performed under a subcontract,
including procurements of materials, or leases of equipment, each potential
subcontractor or supplier will be notified by the contractor of the contractor's
obligations under this contract and the Acts and the Regulations relative to Non-
discrimination on the grounds of race, color, national origin, sex, age, disability,
income-level, or LEP.
3. NON-COLLUSION: Respondents, by submitting a signed proposal, certify that the
accompanying submission is not the result of, or affected by, any unlawful act of
collusion with any other person or company engaged in the same line of business or
commerce, or any other fraudulent act punishable under North Carolina or United
States law.
4. PAYMENT TERMS: The City agrees to pay all approved invoices Net Thirty (30) days
from the date received and approved. The City does not agree to the payment of late
charges or finance charges assessed by the seller or vendor for any reason. Invoices
are payable in U.S. funds. However, the City shall not be obligated to make payment
to the Contractor for any services performed under this contract.

5. GOVERNING LAW: Any agreement, contract or purchase order resulting from this
invitation to bid, request for proposals or request for qualifications or quotes, shall
be governed by the laws of the State of North Carolina without regard to its choice of
law provisions, and venue for any action or suits arising out of or relating to this
contract shall be the North Carolina General Courts of Justice, in Pitt County, or if in
federal court, in the Eastern District of North Carolina.
6. SERVICES PERFORMED: All services rendered under this agreement will be
performed at the Contractor's own risk and the Contractor expressly agrees to
indemnify and hold harmless the City, its officers, agents, independent contractors,
officials (elected and appointed) and employees from any and all liability, loss or
damage that they may suffer as a result of claims, demands, actions, damages or
injuries of any kind or nature whatsoever by or to any and all persons or property.
Additionally, all work performed under this Contract shall be performed in a
workmanlike and professional manner, to the reasonable satisfaction of the City, and
shall conform to all prevailing industry and professional standards.
7. INDEPENDENT CONTRACTOR: It is mutually understood and agreed the Seller is an
independent contractor and not an agent of the City, and as such, Contractor, his or
her agents and employees shall not be entitled to any City employment benefits,
such as but not limited to vacation, sick leave, insurance, worker's compensation,
pension or retirement benefits.
8. *NEW UPDATE: General Contractor(s) are responsible for ensuring all
subcontractors working on the project are registered as vendors with the City of
Greenville and have active registration prior to contract award. All new vendors,
including subcontractors/consultants, must register with the City of
Greenville's online portal prior to the rendering of goods or services.
Registration as a vendor with the City of Greenville is the responsibility of prime
or subcontractor/consultant, and requires the prospective new vendor to
submit a W-9, and complete the registration through the City's vendor portal at
the following web address:
https://cityofgreenvillenc.munisselfservice.com/vss/.
If the prospective new vendor is only providing service(s) as a
subcontractor/consultant, submission of payment information is not
necessary at the time of registration. General Contractors must provide total
amounts paid to MWBE subcontractors with each payment
application/invoices.

9. VERBAL AGREEMENT: The City will not be bound by any verbal agreements.
10. INSURANCE REQUIREMENTS: Contractor shall maintain at its own expense (a)
Commercial General Liability Insurance in an amount not less than $1,000,000 per
occurrence for bodily injury or property damage; City of Greenville, North Carolina,
200 W. Fifth St. Greenville, NC 27834 shall be named as additional insured. (b)
Professional Liability insurance in an amount not less than $1,000,000 per
occurrence-if providing professional services; (c) Workers Compensation Insurance
as required by the general statutes of the State of North Carolina and Employer's
Liability Insurance not less than $1,000,000 each accident for bodily injury by
accident, $1,000,000 each employee for bodily injury by disease, and $1,000,000
policy limit; (d) Commercial Automobile Insurance applicable to bodily injury and
property damage, covering all owned, non-owned, and hired vehicles, in an amount
not less than $1,000,000 per occurrence as applicable. Certificates of Insurance
shall be furnished prior to the commencement of Services
11. INDEMINIFICATION AND HOLD HARMLESS: All services rendered under this
agreement will be performed at the Contractor's own risk and the Contractor shall
indemnify and hold harmless the City from and against any liability, loss, cost,
damage suit, claim, or expense arising occurrence on the part of the CONTRACTOR
and its officers, servants, agents or employees arising from its activities, operations,
and performance of services under this contract and further agrees to release and
discharge the City and its agents and employees from all claims or liabilities arising
from or caused by the CONTRACTOR in fulfilling its obligation under this contract. It
is understood and agreed by the parties that City will assume no liability for damages,
injury, or other loss to the Contractor, its employees or property, tools or equipment,
or to other persons or properties located on City facilities resulting from the
CONTRACTOR'S activities and operations while performing services under this
contract.
12. E-VERIFY COMPLIANCE: The Contractor shall comply with the requirements of
Article 2 of Chapter 64 of the North Carolina General Statutes. Further, if the
Contractor utilizes a Subcontractor, the Contractor shall require the Subcontractor
to comply with the requirements of Article 2 of Chapter 64 of the North Carolina
General Statutes. By submitting a proposal, the Proposer represents that their firm
and its Subcontractors are in compliance with the requirements of Article 2 Chapter
64 of the North Carolina General Statutes.
13. IRAN DIVESTMENT ACT: By submitting a proposal, the Vendor certifies that: (i) it is
not on the Iran Final Divestment listed created by the N.C. State Treasurer pursuant
to N.C.G.S. 147-86.58; (ii) it will not take any actions causing it to appear on said list