Active SLED Opportunity · FLORIDA · VOLUSIA SOLID WASTE

    Medicare Supplement and Part D Pharmacy Insurance

    Issued by Volusia Solid Waste
    localRFPVolusia Solid WasteSol. 245523
    Open · 18d remaining
    DAYS TO CLOSE
    18
    due May 11, 2026
    PUBLISHED
    Apr 13, 2026
    Posting date
    JURISDICTION
    Volusia Solid
    local
    NAICS CODE
    524114
    AI-classified industry

    AI Summary

    Volusia County seeks proposals for Medicare Supplement and Part D Pharmacy Insurance services for eligible retirees, effective January 1, 2027. The contract includes plan administration, eligibility management, and reporting for multiple agencies. Proposals are due by May 11, 2026.

    Opportunity details

    Solicitation No.
    245523
    Type / RFx
    RFP
    Status
    open
    Level
    local
    Published Date
    April 13, 2026
    Due Date
    May 11, 2026
    NAICS Code
    524114AI guide
    State
    Florida
    Agency
    Volusia Solid Waste

    Description

    The County provides Medicare Supplement Plans, and a Medicare Part D Employer Group Waiver Plans (EGWP) benefits to retirees on a fully insured basis for Volusia County government and participating agencies as their County-sponsored health plans for their eligible Medicare retirees and eligible Medicare spouses. The Contractor shall maintain separate eligibility and have the capability of reporting participation for each agency separately. Plans will be effective on January 1, 2027.

    Medicare eligible retirees and Medicare eligible dependents under the age of 65 are offered the Medicare plans but allowed to remain on the self-funded plan. Medicare eligible retirees and Medicare eligible dependents age 65 and older will only be allowed to enroll in the County’s Medicare plans.

    The County’s Third Party Administrator (TPA), currently WEX, handles eligibility, enrollment, and billing for Volusia County retirees.

    Project Details

    • Reference ID: 26-P-67TF
    • Department: Human Resources
    • Department Head: Dana Paige-Pender (Director)

    Important Dates

    • Questions Due: 2026-04-28T03:59:00.000Z

    Addenda

    • Addendum #1 (released 2026-04-17T12:41:47.749Z) —

      Hello,

      Addendum No. 1 is in response to questions #2 and #3. Please see the attached 16-P-74BB Exhibit B - Fee Schedule, Revision 2 for the current contract rates and rates for the past 3 years.  

      Thank you!

      Tabatha

       

      Tabatha C Freedman, MBA, NIGP-CPP, CPPO, CPPB
      Senior Procurement Analyst / Purchasing Card Administrator
      County of Volusia Purchasing and Contracts Division
      123 W Indiana Ave, Suite 302, Deland, FL 32720
      Direct: 386-822-5702 | Email: tfreedman@volusia.gov

    Evaluation Criteria

    • Firm and Employee Qualifications (10 pts)

      1. A submittal letter and memorandum of authority (if applicable).

      2. Firm Profile. Inclusive of history, legal entity designation, Florida Sunbiz and business licenses, ownership interests, business venues, present and projected direction, and overall qualifications.

      3. Demonstrate the ability of the Project Manager and the project team to carry out the programs as outlined in the Scope of Work, inclusive of resumes.  The client service manager or Project Manager designated to work with the County will have experience in retiree health and pharmacy plans.

      As demonstrated in Vendor Questionnaire, Proposal Information, Section 7.1 Submittal Letter / Firm and Employee Qualifications.

    • Project Methodology and Approach (25 pts)

      Overall project methodology/approach to support the needs and objectives of the project.

      1. Provide a detailed explanation of the Respondent’s collection philosophy and methodology.

      2. Include a full description of proposed Plans.

      3. Provide the implementation approach and plan, implementation schedule, and work plan.

      As demonstrated in Vendor Questionnaire, Proposal Information, Section 7.2 Project Methodology and Approach.

    • Functional Performance (30 pts)

      The ability to perform the functions as outlined in the Scope of Services on behalf of the County in a professional and cost-effective manner.

      1. Provide Attachment A.1 - Benefit Administrative Services Worksheet.  Factors to be evaluated include but are not limited to the following:
      1. Ability to configure program to meet the County requirements.
      2. The degree to which Respondent is able to integrate all requested Scope of Services.
      3. Apparent serviceability and ease of program use.
      4. Reporting flexibility available within program.
      5. Other factors such as plan design, network, pharmacy services, and administration coordination.

      2. Provide all supporting information, reports, and sample communications that is requested within the Attachment A.1 - Worksheet.

      1. Include sample reports illustrating the type of reports the County will be receiving.

      As demonstrated in Vendor Questionnaire, Proposal Information Sections 7.3 Functional Performance and Attachment A.1 - Benefit Administrative Services Worksheet.

    • Total Cost (20 pts)

      Complete and submit Exhibit B - Fees and Performance Guarantees. Provide pricing used to supply these services.

      1. The total cost of the program.

      As demonstrated in Vendor Questionnaire, Proposal Information, Section 7.4 Total Cost and Exhibit B - Fees and Performance Guarantee.

    • Experience and References (10 pts)

      Previous experience in the implementation of the proposed program(s) in public sector governmental and/or educational entities (preferred) or private sector firms of comparable size and complexity.

      1. To evaluate past performance, provide four (4) or more references illustrating a minimum of five (5) years’ relevant service that are the same or similar to the magnitude of the implementation of the proposed program(s) as requested by the County. (Public sector governmental and/or educational entities of comparable size and complexity that have 2,500 subscribers or more are preferred.)
      2. Unless specifically asked by the County, the County of Volusia shall not be listed as a reference.
      3. For company name and/or ownership changes, appropriate documentation shall be required.
      As demonstrated in Vendor Questionnaire, Proposal Information, Section 7.5 Experience and References.   The same references are to be provided in both Section 7.5 and Attachment 1 - Benefit Administrative Services Worksheet. 
    • Financial Stability and Litigation (5 pts)

      1. Financial Stability as indicated by a statement of financial stability, accountant/bank letter, or other documentation.

      Respondents shall supply a financial statement, preferably a certified audit of the last available fiscal year, accountant/bank letter, or other documentation.

      2. Litigation as confirmed by previous and existing compliance by the firm with laws and ordinance relating to the contract or services

      1. Provide information on the nature and magnitude of any litigation or proceeding whereby, during the past three (3) years, a court or any administrative agency has ruled against the firm in any matter related to the professional activities of the firm.
      2. Include any class actions within your company were named, industry investigations by Attorneys General, in addition to individual cases.
      3. There is a continuing duty to inform the County of any new claims filed during the solicitation process.

      As demonstrated in Vendor Questionnaire, Proposal Information, Section 7.6 Financial Stability and Litigation.

    Submission Requirements

    • Acknowledgements
    • Acknowledgment (required)

      By checking yes, the Respondent acknowledges the following:

      • Information provided in the response is true and correct and that the submission of a response is final.
      • The Respondent agrees to all terms and conditions contained in this solicitation and related exhibits, including construction drawings, technical specifications, and permits, if applicable. (By checking yes, vendor agrees to the attached County of Volusia Purchase Order (PO) or Master Agreement (MA) Terms and Conditions, if included with this solicitation.)
      • Respondent further agrees and acknowledges that no proprietary or confidential information has been submitted. By submitting this proposal or entering into this contract, Contractor/Respondent acknowledges that all documents submitted are public records and agrees that any records maintained, generated, received, or kept in connection with, or related to the performance of services or delivery of products provided under this proposal or Contract are public records subject to the public records disclosure requirements of Florida Statutes sec. 119 et seq., and Article I, section 24 of the Florida Constitution.
      • Responses may be withdrawn by the Respondent prior to the closing/offer date. Following the closing date, Respondent understands that a response may not be withdrawn.
    • Scope of Services Acknowledgement (required)

      By checking yes, vendor acknowledges the above and/or included Scope of Services and will furnish said product and/or services according to the specifications or scope of services detailed within this Solicitation if awarded. 

    • Document Upload Format Acknowledgement (required)

      By checking yes, the Respondent acknowledges that all uploaded documents are in one of the following formats:

      • Microsoft Word
      • Microsoft Excel
      • Adobe PDF

      Any other format is not compatible with OpenGov and may render your response unreadable.

    • Sample Contract/Agreement Receipt. (required)

      By checking yes, the Respondent acknowledges that the Respondent has received and reviewed the sample contract/agreement documents attached in the Attachments/Exhibits Section. 

    • By checking yes, the Respondent agrees to comply with the Federal Transit Administration Regulations as described in this section. (required)

      Compliance with Federal Transit Administration Regulations

      COMPLIANCE WITH REGULATIONS: Contractor(s) must be in compliance with applicable Federal Transit Administration (FTA) regulations as indicated in the FTA Master Agreement and Best Practices Procurement.

      Contractor(s) shall provide all requested information for State and Federal Reporting requirements in a timely manner. These documents can be found on the Internet at:

    • By checking yes, the vendor agrees to comply with the E-Verify requirements as described in this section. (required)

      The Contractor shall utilize the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired by the Contractor on or after the effective date of this Agreement and thereafter during the remaining term of the Agreement, including Subcontractor. Any subcontract entered into by Contractor with any Subcontractor performing Work under this Contract shall include the following language: “The Subcontractor shall utilize the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired by the Contractor on or after the effective date of this Agreement and thereafter during the remaining term of the Agreement.” The Contractor covenants and agrees that if it is found in violation of this section or the Executive Order, such violation shall be a material breach of this Agreement and Contractor shall indemnify, defend and hold harmless the County from any fines or penalties levied by a government agency, including the loss or repayment of grant funds by the County.

    • Complete and upload the Federal Contract Provisions. (required)

      ANALYST - MODIFY DOCUMENT FOR YOUR SOLICITATION AND REPLACE ATTACHED DOCUMENT. 

      Compliance with FEMA 2 CFR 200.318-326 and Appendix II Contract Provisions.

      This Agreement and the products/services provided may be utilized in the event of declared State/Federal Emergency, and Contractor shall comply with the applicable sections of the Federal Contract Provisions attached.

      Please download the attached document, complete, and upload.

    • Registration on SAM.gov (required)

      For any federally funded project, Respondent agrees to register on SAM.gov if awarded a contract under this solicitation.

    • Insurance Acknowledgement (required)

      By checking yes, Respondent agrees to the insurance requirements as detailed in the Required Types and Limits of Insurance Chart on Exhibit C - Contractor Insurance Requirements (For DRAFT Contract) and the Required Types of Insurance; Insurance Requirements; and Proof of Insurance sub-sections in "General Terms and Conditions".

    • Drug-Free Workplace (required)

      By selecting "Yes", Respondent hereby acknowledges it has implemented the requirements of Florida statute 287.087 and is in compliance with the requirements of a drug-free workplace program.

    • Name and Title of Authorized Agent of the Respondent (required)

      Respondent acknowledges that the name and title of the signatory (the “Authorized Signatory”), as completed below, is authorized to execute contracts/agreements with the County of Volusia, and any affixed electronic or conformed signature of the Authorized Signatory shall be the act of and attributable to the Authorized Signatory and the Respondent. By signing this Agreement electronically, the Authorized Signatory does thereby adopt the electronic or conformed signature as his or her own and designates a copy of same for use as an official record by the County of Volusia.

      If the below-named individual is not an authorized agent of the firm, as listed with the Florida Division of Corporations (Sunbiz), a Memorandum of Authority shall be uploaded giving that individual authorization to commit the firm to a contract.

      Please provide the Complete Name and Title which shall indicate acknowledgment.

    • Conflict of Interest (required)

      The award of this Solicitation is subject to Chapter 112, Florida Statutes. All respondents must disclose with their response the name of any officer, director, or agent who is also an employee of the County of Volusia. Further, all respondents must disclose the name of any County of Volusia employee who owns, directly or indirectly, an interest of the Respondent's/Supplier's firm or any of its subsidiaries associated with this project. I certify that this proposal is made without prior understanding, agreement or connection with any corporation, firm or person submitting a proposal for the same services, and is in all respects fair and without collusion or fraud.

      Respondent shall select 'No' if a conflict of interest as defined in this question does NOT exist. Please select 'Yes' if a conflict of interest as defined in this question DOES exist and shall be further described in the explanation below.

    • Enter explanation of the conflict of interest indicated above. (required)

      If the response to the above question is "Yes", enter an explanation of the conflict. If the response to the above question is "No", enter N/A.

    • Do you or any owner(s), principal(s), or officer(s) of your firm currently serve on any Volusia County board(s) or committee(s)? (required)
    • If you indicated YES to Volusia County board/committee question above.

      Please list the individual's full name(s) and the board(s) and/or committee(s) on which they serve.

    • Revisions, Addenda, Questions & Answers (required)

      All answers to questions of substance will be publicly published using the Question & Answer feature.

      Participants are required to review all revisions and answers to questions published. Revisions within the Solicitation as well as responses posted through the 'Question & Answer' feature are authoritative and shall be considered an addendum to the Solicitation. All information in this Solicitation, including information provided through the 'Question & Answer' feature are incorporated into the Solicitation or any Contract resulting from this Solicitation.

      By selecting YES below, participants are confirming that they have reviewed revisions and all answers to questions published and any addenda up until the bid closing date and have given consideration to all information in preparing the response to this solicitation. Selecting YES will serve as confirmation of acknowledgement.

    • Sales Tax Exemption Certificate Document

      Please acknowledge receipt of Sales Tax Exemption Certificate Document in the next section. 

    • Sales Tax Exemption Procedures (required)

      Proposer acknowledges and agrees with the Sales Tax Exemption Procedure document, included in the previous Section. 

    • Bid Bond

      A Bid Bond in the amount of five percent (5%) of the total bid price, payable to the County of Volusia, is required for this Solicitation. The Submittal bond can be in the form of a bond, cashier’s check or irrevocable letter of credit (ILOC). The bond shall be issued by an agency authorized to do business in the State of Florida and with a rating of "A" or higher as listed in the A.M. Best & Company latest published rating guide. The County provided form shall be used if the bond is issued. The bond, cashier’s check or ILOC shall not expire until the Agreement is awarded and shall guarantee that

      • (1) a Proposer shall not withdraw its Response after the closing time and date of this Solicitation, or
      • (2) the awarded Proposer shall promptly execute an Agreement and deliver any required specifications required by the County prior to start-up of the Agreement.

      The bond, cashier’s check or ILOC will be invoked by the County to ensure payment of the Proposer of damages incurred by withdrawal of a Response, or failure to enter into an Agreement after award. Bid bonds, without interest, will be returned upon receipt of appropriate insurance documents and/or a Performance Bond, if applicable.

    • Bid Bond Form (required)

      Please download the below documents, complete, and upload.

    • Payment and Performance Bonds

      Contractor shall furnish Payment and Performance Bonds, prior to performing any Work under the Agreement in an amount equal to the total value of the project including any amendments or Modification Orders made thereto pursuant to the Order or other documentation executed by the parties, in strict accordance with Fla. Stat. §255.05. Failing to do so, shall constitute a material breach of this Agreement. The Bonds shall be secured from or countersigned by an agency or Surety company recognized in good standing and authorized to do business in the State of Florida.

      Simultaneously with the delivery of the executed Agreement to the County, a Proposer to whom an Agreement has been awarded must deliver to the County, executed, separate Payment and Performance Bonds on the prescribed forms, each in an amount of one hundred percent (100%) of the Agreement price of the accepted Proposal as security for the faithful performance of this Agreement and for the payment of all persons performing labor or furnishing materials in connection therewith. The Payment and Performance Bonds shall have as the Surety thereon only such Surety company or companies as are authorized to write bonds of such character and amount under the laws of the State of Florida and with a resident agent in Florida. The Attorney-in-Fact or other officer who signs Payment and Performance Bonds for a Surety company must record with such bonds a certified copy of his Power-of Attorney authorizing him/her to do so.

      Samples of the required forms are attached in the "Attachments" section.

    • By checking yes, the vendor agrees to comply with the Payment and Performance bond requirements as described in this section. (required)
    • Payment and Performance Bond Form (ANALYST - SELECT AND UPDATE ONE OF ATTACHED FORMS FOR YOUR SOLICITATION)

      Please download the attached document for review. Upon award, Contractor shall be prepared to submit bond(s) as required in the Solicitation Terms and Conditions.

    • Liquidated Damages
    • Liquidated Damages (required)

      By checking yes, the vendor acknowledges and agrees to the amount of liquidated damages as stated in the Solicitation. 

    • Public Entity Crime
    • Public Entity Crime Acknowledgement (required)

      Public Entity Crimes - Pursuant to Section 287.133(12)(a) of the Florida Statutes, a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a Submittal Package (Bid Response) on a contract to provide any goods or services to a public entity, may not submit a bond on a contract with a public entity for the construction or repair of a public building or public work, may not submit Submittal Package (Bid Response) on leases of real property to a public entity may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 for Category Two ($25,000) for a period of 36 months from the date of being placed on the convicted vendor list. Respondent should read carefully all provisions of 287.133 and 287.134, Florida Statutes (2005).

      By selecting 'Yes', the Respondent represents and warrants that the submission of its response/proposal does not violate Section 287.133, Florida Statutes (2005), nor Section 287.134, Florida Statutes (2005) or their successor. In addition to the foregoing, the Respondent represents and warrants that Respondent, Respondent’s subcontractors and Respondent’s implementer, if any, is not under investigation for violation of such statutes.

    • Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
    • Acknowledgment Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion (required)

      By selecting 'Yes' below, the Respondent certifies to the best of its knowledge and belief, that the firm and any subcontractor/supplier in accordance with a response to this solicitation:

      • are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency
      • have not within a three-year period preceding this bid proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property.
      • are not presently indicted for or otherwise criminally or civilly charged by a government entity (Federal, State, or local) with commission of any of the offenses enumerated in the previous paragraph of this certification.
      • have not within a three (3) year period preceding this bid proposal had one or more public transactions (Federal, State, or local) terminated for cause or default.
    • Enter explanation of the 'No' response to the Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion. (required)
    • Scrutinized Companies Certification

      Per State of Florida Statute s. 287.135(5) Suppliers (companies) must acknowledge and agree to the 'Certification Regarding Prohibition Against Contracting with Scrutinized Companies' paragraph listed below. Respondents shall agree by marking the option below. Respondents neglecting to respond may be disqualified from consideration of award and deemed non-responsive.

      I hereby certify that neither the responding entity, nor any of its wholly owned subsidiaries, majority-owned subsidiaries, parent companies, or affiliates of such entities or business associations, that exists for the purpose of making profit have been placed on the Scrutinized Companies That Boycott Israel List created pursuant to s. 215.4725 of the Florida Statutes, or are engaged in a boycott of Israel.

      In addition, if this Solicitation is for a contract for goods or services where the total contract value is one million dollars ($1,000,000) or more, I hereby certify that neither the responding entity, nor any of its wholly owned subsidiaries, majority- owned subsidiaries, parent companies, or affiliates of such entities or business associations, that exists for the purpose of making profit are on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473 of the Florida Statutes, or are engaged in business operations in Cuba or Syria as defined in said statute.

      I understand and agree that the County may immediately terminate any contract resulting from this Solicitation upon written notice if the responding entity (or any of those related entities of respondent as defined above by Florida law) are found to have submitted a false certification or any of the following occur with respect to the company or a related entity: (i) it has been placed on the Scrutinized Companies that Boycott Israel List, or is engaged in a boycott of Israel, or (ii) for any contract for goods or services of one million dollars ($1,000,000) or more, it has been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or it is found to have been engaged in business operations in Cuba or Syria.

    • By selecting 'Yes', the respondent acknowledges and agrees to the 'Certification Regarding Prohibition Against Contracting with Scrutinized Companies.' (required)
    • Forms/Documentation
    • Submittal Form (required)

      Please download the below documents, complete, and upload.

    • Memorandum of Authority

      If the Authorized Signatory identified in the Section (Name and Title of Authorized Agent of the Respondent) above is not an authorized agent of the firm, as listed with the Florida Division of Corporations (Sunbiz), a memorandum of authority, signed by an authorized agent, shall be uploaded in this section giving that individual (Authorized Signatory) the authority to commit the firm to a contract. 

    • Acknowledgement of Pricing Submission. (required)

      Respondent acknowledges that pricing has been completed as requested and does not exceed the County's quotation cap of $50,000. 

    • W-9 (required)

      Please attach current W-9 Form.

    • Proof of Insurance (required)

      Please provide Proof of Insurance - evidence of required insurance coverage or proof of insurability in the amounts indicated. If available, a properly completed ACORD Form is preferable. Upon award, final forms must contain the correct solicitation and/or project number and Volusia County contact person.

      Firms that have owner/operators that have filed a "Notice of Election to be Exempt" shall submit a copy with the response.

    • Hold Harmless Agreement

      Please download the below document, complete, and upload.

      Only upload if applicable in accordance with Florida Law.

    • Professional Certification/Licenses (required)

      Respondent shall have a current professional license from the appropriate governing board to practice in the State of Florida at the time of its submittal. Respondent and their Subcontractor shall submit with their submittal, copies of their professional license.

      Licenses shall remain current for the entire term of the Contract resulting from this solicitation.

    • Florida Department of State, Division of Corporations’ Detail by Entity Name Report (required)

      Florida Department of State, Division of Corporations’ Detail by Entity Name Report

      Provide a Florida Department of State, Division of Corporations’ detail by entity name report for your firm, available at www.sunbiz.org. The Respondent shall be required, upon notification of recommendation of award, to register with the Florida Department of State Division of Corporations at www.sunbiz.org in order to provide services under the resulting Contract.

    • Certification Affidavit by Prime Contractor as Local Business (required)

      Certification Affidavit by Prime Contractor as Local Business

      By selecting 'Yes', Respondent acknowledges the local preference requirements and understand these requirements shall remain for the entire term of the agreement. Respondent further understands that failure to notify the County of Volusia of any change in status as a result of an awarded agreement may result in breach. Vendor acknowledges that, as the Respondent:

      ● Vendor has been in business for a minimum of six (6) months prior to the date of this submission

      ● Vendor acknowledges the ability to provide proof of local business presence from a local jurisdiction if required per Volusia County local preference ordinance found at

      ARTICLE VI. - FINANCE | Code of Ordinances | Volusia County, FL | Municode Library

      By Selecting "No" Respondent acknowledges that the firm does not have a local presence as detailed in the ordinance and local preference does not apply. 

    • Certification Affidavit of Subcontractor as Local Business (required)

      By selecting 'Yes', the Respondent acknowledges the Subcontractor local preference requirements and understand these requirements shall remain for the entire term of the agreement. The Respondent further understands that failure to notify the County of Volusia of any change in status as a result of an awarded agreement may result in breach.

      The Respondent certifies to the best of its knowledge and belief, that any Subcontractor/supplier in accordance with a response to this solicitation:

      ● Subcontractor/supplier has been in business for a minimum of six (6) months prior to the date of this submission

      ● Subcontractor/supplier acknowledges the ability to provide proof of local business presence from a local jurisdiction if required per Volusia County local preference ordinance found at

      ARTICLE VI. - FINANCE | Code of Ordinances | Volusia County, FL | Municode Library

      By Selecting "No" the Respondent acknowledges that the firm does not have Subcontractors that have a local presence as detailed in the ordinance and local preference does not apply. 

       

    • Prohibition Against Contingent Fees (required)

      Respondent shall properly complete, notarize and upload the attached disclosure statement certifying that he or she has not employed or retained any company or person, other than a bona fide employee working solely for the respondent to solicit or secure this contract and that he or she has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for the respondent any fee, commission, percentage, gift, or other consideration contingent upon or resulting from award or making of this contract.

    • Human Trafficking Attestation Pursuant to Section 787.06, Florida Statutes (required)

      A duly authorized officer or representative of the Respondent (non-governmental entity) shall complete the included Volusia Human Trafficking Attestation Form in compliance with Section 787.06(13), Florida Statutes, (2024).

      Download the attached form, complete, and upload completed form.

    • Exhibit E - HIPAA Business Associate Agreement (For DRAFT Contract) (required)

      Confirm your firm has reviewed and approved Exhibit E - HIPAA Business Associate Agreement (For DRAFT Contract).  Exhibit E is attached in the RFP Attachments/Exhibits Section.

    • Truth-in-Negotiation Certification (required)

      Respondent shall download, properly complete, and upload the attached form.

    • Upload Excel Prime/Sub Contractor Form (required)

      Please download the below document, complete, and upload. Even if your Firm is not going to be using Subcontractor.

      Failure to complete and submit this form may deem your Firm non-responsive.

    • Additional Information
    • Delivery and/or availability (required)

      Please provide your delivery and/or availability timeframe:

    • Do you accept electronic funds transfer (EFT)? (required)
    • If YES to EFT question above, provide percentage: (required)

      If you indicated YES to accepting Electronic Funds Transfer, what percentage discount will you offer when accepting payment via EFT?

    • Payment Terms (required)

      Will you offer a discount for payment terms less than the County's NET45? If so, please provide the % and day requirement for the discount. (Example: 5% for payment within 30 days)

    • Please submit your total number of employees. (required)
    • Are you a sole proprietor? (required)

      A sole proprietorship is a type of business where there is no legal distinction between the owner and the business entity. It is owned, managed, and controlled by a single owner. 

    • Exceptions to Sample Contract/Agreement Terms and Conditions or Exhibit C - Insurance Requirements (FOR DRAFT CONTRACT)
      1. Exception Submittals
        1. Submit any exceptions to Exhibit Z - 26-P-67TF Medicare Supplement and Part Pharmacy D Insurance Agreement DRAFT document terms and conditions for consideration by the County.  A Redlined Exhibit Z document may be submitted in MS Word.
        2. Submit any exceptions to Exhibit C - Contract Insurance Requirements (FOR DRAFT CONTRACT) document terms and conditions for consideration by the County.  A Redlined Exhibit C document may be submitted in MS Word.
      1. Exceptions to any document, other than those noted above, must be submitted in accordance with Section 3.7 Revisions, Addenda, Questions & Answers.
      2. The County reserves the right to approve or deny exceptions to theExhibit Z - 26-P-67TF Medicare Supplement and Part Pharmacy D Insurance Agreement DRAFT or Exhibit C - Contract Insurance Requirements (FOR DRAFT CONTRACT) documents. 
    • Additional Agreement Documents for County Review

      Provide any additional Agreement documents to be reviewed by the County that may be required for the complete Agreement such as sample policy documents.

    • Price Redetermination - Fuel (required)

      The following information is required in order to be considered for a future price redetermination for fuel.

      Assuming that the prices quoted include costs for vehicles, maintenance, repair, insurance, fuel, wages, insurances and other employee benefits, materials, overhead, operating expenses, etc., what percentage of the rate is directly attributed to the cost of fuel?

      The total for all of the pricing redetermination percentages in these sections shall not exceed 100.

      Complete percentage amount below:

    • Which fuel type does your firm use primarily: (required)
    • Price Redetermination - Wages (required)

      The following information is required in order to be considered for a future price redetermination for wages.

      Assuming that the prices quoted include costs for vehicles, maintenance, repair, insurance, fuel, wages, materials, overhead, operating expenses, etc., what percentage of the rate is directly attributed to the cost of wages?

      The total for all of the pricing redetermination percentages in these sections shall not exceed 100.

      Complete percentage amount below:

    • Price Redetermination - Materials (required)

      The following information is required in order to be considered for a future price redetermination for materials.

      Assuming that the prices quoted include costs for vehicles, maintenance, repair, insurance, fuel, wages, insurances and other employee benefits, materials, overhead, operating expenses, etc., what percentage of the rate is directly attributed to the cost of materials?

      The total for all of the pricing redetermination percentages in these sections shall not exceed 100.

      Complete percentage amount below:

    • Proposal Requirements
    • Submittal Letter / Firm and Employee Qualifications (required)

      1. Submittal Letter signed by an authorized agent of the firm. 

      1. A submittal letter signed by an authorized agent of the firm, as listed on the Florida Department of State, Division of Corporations’ Sunbiz report available at www.sunbiz.org (Sunbiz), shall be required. If anyone other than the officers listed on the Sunbiz website will be signing this RFP, a memorandum of authority signed by an officer of the firm allocating authorization shall be required. If firm is not currently registered as a vendor in the State of Florida (Sunbiz), include documentation designation of contracting authority. The memorandum of authority shall be on the firm’s letterhead and shall clearly state the name, title and contact information for the individual designated by the firm.

      2. A brief profile of the firm, including: 

      1. A brief history of the business;
      2. Organizational structure of business;
      3. Designation of the legal entity by which the business operates (i.e., sole proprietorship, partnership, limited liability partnership, corporation, limited liability corporation, etc.) including documentation from the appropriate state’s agency confirming firm’s legal entity type.  For non-Florida businesses, submit documentation from the state in which the business was formed and documentation from the State of Florida providing authorization to perform business in the state of Florida;
      4. A Florida Department of State, Division of Corporations’ Sunbiz report available at www.sunbiz.org; If firm is not currently registered to do business within the State of Florida (Sunbiz), proof of registration shall be submitted prior to award.
      5. Ownership interests;
      6. Active business venues - geographic location where you firm is currently conducting business (counties, states, etc.);
      7. Present status and projected direction of business.

      3. Demonstrate the ability of the client service manager / Project Manager and the project team to carry out the programs as outlined in the Scope of Work, inclusive of resumes for the following:

      1. Medicare Supplement Project Manager
      2. Part D Pharmacy Project Manager
    • Project Approach and Methodology (required)

      Overall project methodology/approach to support the needs and objectives of the project.

      1. Provide a detailed explanation of the Respondent’s collection philosophy and methodology.

      2. Include a full description of proposed Plans.

      3. Provide the implementation approach and plan, implementation schedule, and work plan.

       

    • Functional Performance (required)

      1. Complete and submit Attachment A.1 - Scope of Services Worksheet. 

      1. If the stated feature is included in your proposal as requested, add “Yes” or "Acknowledged" in the Acknowledgement column. If the stated feature is not included in your proposal add “No” in the Acknowledgement column.
      2. Proposals may be removed from consideration if any feature indicates a “No” response.  
      3. Note applicable Clarification/Limitation per line item. 
      4. Note: Attachment A.1 shall be submitted in WORD format and PDF format.

      2. Provide all supporting information, reports, and sample communications/materials that are requested within the Attachment A.1 - Scope of Services Worksheet.

      1. Include sample reports illustrating the type of reports the County will be receiving.

      3. Complete and submit Attachment A.2 - Medicare Part D Pharmacy List.

      1. Note: Attachment A.2 shall be submitted in EXCEL format and PDF format.

      4. Complete and submit Attachment A.3 - Medicare Part D Drug List.

      1. Note: Attachment A.3 shall be submitted in EXCEL format and PDF format.

       Attachment A.1 - Scope of Services Worksheet, Attachment A.2 - Medicare Part D Pharmacy List, and Attachment A.3 - Medicare Part D Drug List are located in the RFP Attachments/Exhibits Section.

    • Total Cost (required)

      The total cost of the program. Premiums: the total Premium cost of acquiring, installing and maintaining the program.

      1. Complete and submit Exhibit B.1 - Medicare Supplement Premiums. Provide pricing used to supply these services.

      1. Note: Exhibit B.1 shall be submitted in EXCEL format and PDF format.

      2. Complete and submit Exhibit B.2 - Medicare Part D Pharmacy Pricing Plan.  Provide pricing used to supply these services.

      1. Note: Exhibit B.2 shall be submitted in EXCEL format and PDF format.

      Exhibit B.1 - Medicare Supplement Premiums and Exhibit B.2 - Medicare Part D Pharmacy Pricing Plan are located in the RFP Attachments/Exhibits Section.

    • Experience and References (required)

      Please download the below documents, complete, and upload.

      Please fill out the attached form completely. Multiple copies may be used.  The County will only contact the references listed on this form. Additional project information may be provided on separate sheets, however, that information will not be used for the evaluation of any response. 

      The information provided in this section, must be current and the County must be able to contact references for verification as part of the evaluation process. It is the firm’s responsibility to ensure email addresses provided are current and accurate.

      Previous experience in the implementation of the proposed program(s) in public sector governmental and/or educational entities (preferred) or private sector firms of comparable size and complexity. The respondent shall provide examples of similar projects which best illustrates the NO VALUE’s qualification for the scope of services.

      1. To evaluate past performance, provide four (4) or more references illustrating a minimum of four (4) years’ relevant service that are the same or similar to the magnitude of the implementation of the proposed program(s) as requested by the County. (Public sector governmental and/or educational entities of comparable size and complexity that have 220 Members or more are preferred.)
      2. Unless specifically asked by the County, the County of Volusia shall not be listed as a reference.
      3. For company name and/or ownership changes, appropriate documentation shall be required.
      The same references are to be provided in both Attachment A.1 - Scope of Services Worksheet and the form in this section
    • Financial Stability and Litigation (required)

      1. Financial Stability as indicated by a statement of financial stability, accountant/bank letter, or other documentation.

      Respondents shall supply a financial statement, preferably a certified audit of the last available fiscal year, accountant/bank letter, or other documentation.

      2. Litigation as confirmed by previous and existing compliance by the firm with laws and ordinance relating to the contract or services

      1. Provide information on the nature and magnitude of any litigation or proceeding whereby, during the past three (3) years, a court or any administrative agency has ruled against the firm in any matter related to the professional activities of the firm.
        1. Include any lawsuits in which the team (firm & sub consultants) has been involved in relative to company contracts or other company business over the last three (3) years. 
        2. List any work the team failed to complete in accordance with any contract in the last three (3) and describe details regarding the non-performance, including listing any officer or partner of their team who in the last three (3) years failed to complete a contract handled in his/her name.
      2. Include any class actions within your company were named, industry investigations by Attorneys General, in addition to individual cases.
      3. There is a continuing duty to inform the County of any new claims filed during the solicitation process.
    • Specify procurement type: (required)
    • Contractor-or-Consultant (required)

      Specify whether this Solicitation and resulting Contract will be awarded to a Contractor or a Consultant:

    • Subcontractor-or-Subconsultant (required)

      Specify whether this Solicitation and resulting Contract should refer to a Subcontractor or a Subconsultant:

    • Pre-Solicitation meeting required? (required)
    • Valid through date (required)

      Your response will populate the blank field. Please complete your response date as in the following example:

      February 14, 2023

       

      Any response to this Solicitation shall be valid 
      through _____________, 20__.

    • Extension date (required)

      Enter a date to complete the blank below using thie following date format:

      February 14, 2023

       

      The County reserves the right to request an extension of the responses if a Contract has not been executed by _____________, 20__.

    • Will this Solicitation have a sample contract/agreement? (required)
    • Initial contract term (required)

      Fill in the blank with length of the initial contract term.

      Examples:

      one (1) year

      two (2) year

      three (3) year

      until project completion

    • Contract renewals (required)

      Fill in the blank with length of the appropriate renewals.

      Examples:

      one (1) subsequent one (1) year renewal

      two (2) subsequent one (1) year renewals

      three (3) subsequent one (1) year renewals

      four (4) subsequent one (1) year renewals

      No renewals

    • County termination days (required)

      Instructions: Adjust number of days according to the needs of your particular solicitation. Make sure the number of days are reasonable on both sides. Your answer will populate the bold text below: County may terminate this Agreement upon at least thirty (30) days prior written notice to Contractor.

      Please type in the following format :

      thirty (30) days sixty (60) days

    • Contractor termination days (required)

      Please enter the amount of written prior notice to County required for the Contractor to terminate the resulting agreement.

      EXAMPLE:

      ninety (90) days

      one hundred twenty (120) days

      one hundred eighty (180) days

      For Reference your answer will populate the bold items:

      Contractor may terminate this Agreement upon at least one hundred eighty (180) days prior written notice to County.

       

      *Insert number of days according to the needs of your particular solicitation. Make sure the number of days are reasonable on both sides.

    • Is this an IT Project/Software? (required)
    • Will this solicitation require Division 27 - Technology Systems Design and Installation Guidelines? (required)
    • Is "New Material" section in Special Terms and Conditions applicable? (required)
    • Are "Brand Name or Equals" allowed on this project? (required)
    • Is "Commissions" section under Special Terms & Conditions applicable? (required)
    • Submittal Bond - construction Bid Bond (required)

      Is a Submittal Bond or construction Bid Bond required for this project?

    • Amount of submittal bond (required)

      What is the submittal bond dollar amount required for this project? Insert N/A if this does not apply. 

      EXAMPLE:

      $5,000

      $10,000

      $15,000

    • Do FTA regulations apply to this project? (required)

      Do Federal Transit Administration (FTA) regulations as indicated in the FTA Master Agreement and Best Practices Procurement applicable to this project?

    • Do Federal Contract Provisions apply to this project? (required)
    • Are Liquidated Damages applicable to this project? (required)
    • Amount of liquidated damages (if applicable) (required)

      Enter the amount of liquidated damages per day, using the following format: 

      EXAMPLE:

      - Five Thousand Dollars ($5,000) per day

      - One thousand Dollars ($1,000) per day

      For Reference your answer will populate the boldwording below:

      Enter N/A if this does not apply. 

      Time is of the essence for this project. Any delays from the dates contained in the Agreement issued to the Contractor shall

      inconvenience the Public and result in monetary losses and damages to the County. The losses and damages shall be difficult to

      determine. In the event that the deliverables are not provided by the date set in the resulting Agreement, there shall be deducted, as

      agreed, fixed liquidated damages from the Agreement price being paid by the County of Volusia. This computed sum shall be: Five Thousand Dollars ($5,000.00) per day, including Saturdays and Sundays.

    • Payment and Performance Bond (required)

      Is a Payment and Performance Bond required for this project?

    • Do any price redeterminations apply to this solicitation? (required)
    • Does a price redetermination for materials apply to this solicitation? (required)
    • Specify materials (required)

      Specify which material(s) may be considered for price redetermination.

      EXAMPLE: Aluminum sheet and strip – PCU331315331315A

      Your response will populate the bold wording below:

      Materials price redetermination must be based solely upon changes as documented by the Producer Price Index (PPI) for the commodity “Aluminum sheet and strip – PCU331315331315A”, as published by the Bureau of Labor Statistics.

       

      Enter N/A if this does not apply. 

    • Does a price redetermination for wages apply to this solicitation? (required)
    • Wage redeterminations (required)

      If the county will consider wage redeterminations based on: "Trade, transportation, and utilities" skip this question.

      OR

      If the county will consider wage redeterminations based on something other than "Trade, transportation, and utilities" then enter the category(ies) here.

       

      Enter N/A if this does not apply. 

    • Does a price redetermination for fuel apply to this solicitation? (required)
    • Will Subcontractors and Independent Contractors Insurance apply? (required)

      All subcontractors & independent contractors utilized by Contractor to provide services to County and its employees under this Agreement/Contract shall be required to maintain all insurance policies with the same terms, conditions, and requirements required of the Contractor in the Required Types and Limits of Insurance Chart and described below in this Exhibit

      This would not apply if the Contractor will be liable for the acts/actions of its subcontractors/subconsultants. When in Figure 1, otherwise consult with Risk Manager to determine if this clause should remain in the solicitation/contract.

    • Does this project include Navigable Water activities? (required)
    • Will the project require disposal of any hazardous or non-hazardous materials off the job site? (required)

      If the services provided require the disposal of any hazardous or non-hazardous materials off the job site, the disposal site operator must furnish a certificate of insurance for Pollution Legal Liability with coverage for bodily injury and property damage for losses that arise from the facility that is accepting the waste under the Agreement.

    • Commercial General Liability Policy (required)

      Will the commercial general liability policy be provided on a project or location specific basis for the location or project site where the work or services are to be performed under the Agreement?

    • Is Garage Liability insurance required? (required)

      Only include this section if Garage Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Garage keepers Legal Liability insurance required? (required)

      Only include this section if Garage Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Motor Vehicle Liability required? (required)

      Only include this section if Automobile Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Professional Liability Insurance required for this project? (required)

      Only include this section if Professional Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Excess/Umbrella Liability Insurance required for this Project? (required)

      Select Yes if Excess/Umbrella Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Installation Floater Required for this project? (required)

      Only include this section if Installation Floater is required in the Required Types and Limits of Insurance Chart.

    • Is Builder's Risk Insurance required for this project? (required)

      Only include this section if Builder’s Risk is required in the Required Types and Limits of Insurance Chart.

    • Is Builders Risk Insurance subject to additional premium (required)
    • Is Contractor's Pollution Liability required for this project? (required)

      Only include this section if Contractor’s Pollution is required in the Required Types and Limits of Insurance Chart.

    • Is Transportation Pollution Liability required for this project? (required)

      Only include this section if Transportation Pollution Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Pollution Liability Insurance required for this Project? (required)

      Only include this section if Pollution Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Crime Insurance required for this project? (required)

      Only include this section if Crime Insurance Policy is required in the Required Types and Limits of Insurance Chart.

    • Will the County be renting any equipment for this project? (required)
    • Is Cyber Insurance Required? (required)

      Only include this section if Cyber Insurance is required in the Required Types and Limits of Insurance Chart.

    • Is Computer Software and Services Errors and Omissions Liability required? (required)

      Only include this section if Computer Software and Services Errors and Omissions Liability is required in the Required Types and Limits of Insurance Chart.

    • Is Protection & Indemnity required for this project? (required)

      Only include this section if Protection & Indemnity is required in the Required Types and Limits of Insurance Chart.

    • Is Marine/Vessel Pollution required? (required)

      Only include this section if Marine/Vessel Pollution is required in the Required Types and Limits of Insurance Chart.

    • Is Aerial Applicator Aviation Insurance required? (required)

      Only include this section if Aerial Applicator Aviation is required in the Required Types and Limits of Insurance Chart.

    • Is "Copyright Clause" section under Special Terms & Conditions applicable? (required)
    • Will Respondents need to provide Licenses and/or Certifications for this project? (required)

      Licenses and/or Certifications

      Please attach copies of Licenses and/or Certifications as may be required per the specifications of this solicitation.

    • Will this Solicitation require a pricing section? (required)

    Questions & Answers

    Q (Current Contractor): How long has United HealthCare been the Medicare Supplement carrier of record?

    A: The current contract 16-P-74BB has been in place since January 1, 2017.


    Q (Current Contract Rates): What are the current rates?

    A: Please see Addendum No. 1 for the current contract rates as listed on 16-P-74BB Exhibit B - Fee Schedule, Revision 2.


    Q (Current Contract Rates): What is the past 3-year renewal increases and renewal date?

    A: Please see Addendum No. 1 for the current contract rates for the past 3 years as listed on 16-P-74BB Exhibit B - Fee Schedule, Revision 2. There is no renewal date for the existing contract.


    Q (Medical Experience): Is there any medical experience available?

    A: No.


    Q (Employer contribution level): What is the Employer contribution level?

    A: Zero. Medicare Supplement and Part D plans are 100% retiree paid.


    Key dates

    1. April 13, 2026Published
    2. May 11, 2026Responses Due

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    SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.

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