RFP 26-5092 – MEDICARE ADVANTAGE INSURANCE FOR ELIGIBLE RETIREES

Location:	Florida
Posted:	Aug 28, 2026
Due:	Sep 15, 2026
Agency:	Southwest Florida Water Management District
Type of Government:	State & Local
Category:	D - Automatic Data Processing and Telecommunication Services
Publication URL:	To access bid details, please log in.

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COVER SHEET

SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT

REQUEST FOR PROPOSAL

SUBMIT PROPOSALS TO: SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT

ELECTRONICALLY THROUGH: WWW.DEMANDSTAR.COM

DIRECT INQUIRIES TO:

Chamanda Burris, Senior Procurement Specialist

Phone: 352-505-2970 E-mail: procurement@watermatters.org

SOLICITATION TITLE: RFP 26-5092 – MEDICARE ADVANTAGE INSURANCE FOR ELIGIBLE RETIREES

DATE POSTED:

August 28, 2026

PROPOSALS DUE DATE AND OPENING:

September 15, 2026 at 2:00 p.m., local time

PRE-PROPOSAL CONFERENCE & SITE VISIT: None

QUESTIONS SUBMISSION DEADLINE: September 8, 2026 All questions must be submitted in writing.

VIRTUAL ORAL PRESENTATIONS OR INTERVIEWS: September 30 – October 1, 2026 (Tentative date,

time(s) to be determined) (IF REQUIRED)

SPECIFICATIONS: The Southwest Florida Water Management District (The District) is soliciting the services of

a qualified State of Florida licensed carrier for Medicare Advantage Insurance for the District’s Medicare-eligible

retirees.

Respondent Name:

Reason for No-Response:

Mailing Address:

City-State-Zip:

Telephone Number: ( ) -

Toll-Free Number: ( ) -

Email address for correspondence:

Authorized Signature:

Full Name (please print or type):

Title (please print or type):

I, the above signed, as the Respondent hereby declare that I have carefully read this Request for Proposal

(RFP) and its provisions, terms, and conditions covering the equipment, materials, supplies or services as

called for, and fully understand the requirements and conditions. I certify that this response is made without

prior understanding, agreement, or connection with any corporation, firm, entity, or person submitting a

response for the same goods/services (unless otherwise specifically noted) and is in all respects fair and

without collusion or fraud. I agree to be bound by all of the terms and conditions of this RFP and certify that I

am authorized to sign this response for the Respondent. Upon award to the Respondent and execution by the

District below, the terms and conditions of this RFP will be effective and binding upon both parties.

SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT

By: ______________________________________________

Brian J. Armstrong, P.G.

Date

Executive Director

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RFP 26-5092 Medicare Advantage Insurance for Eligible Retirees

August 28, 2026

THE DISTRICT OFFICIALLY POSTS SOLICITATION PACKAGES ON WWW.DEMANDSTAR.COM AND

WWW.WATERMATTERS.ORG/PROCUREMENT. THE DISTRICT RECEIVES PROPOSALS THROUGH

DEMANDSTAR AT WWW.DEMANDSTAR.COM. THE DEMANDSTAR TIME STAMP WILL BE CONCLUSIVE AS TO

THE TIMELINESS OF FILING. IT IS THE RESPONDENT'S RESPONSIBILITY TO ASSURE THAT ITS PROPOSAL IS

TIMELY UPLOADED. PROPOSALS RECEIVED AFTER THE DATE AND TIME SPECIFIED WILL NOT BE

ACCEPTED. TO MAINTAIN A SECURED SEALED PROCESS ELECTRONIC SUBMISSIONS MAY BE MADE ONLY

THROUGH THE DEMANDSTAR PLATFORM. FAXES, EMAILS, OR HAND DELIVERY WILL NOT BE ACCEPTED.

The remainder of this page intentionally left blank.

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RFP 26-5092 Medicare Advantage Insurance for Eligible Retirees

August 28, 2026

SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT

REQUEST FOR PROPOSAL # 26-5092

MEDICARE ADVANTAGE INSURANCE FOR ELIGIBLE RETIREES

TABLE OF CONTENTS

PART I - GENERAL CONDITIONS

PART II – INTRODUCTION

1.1 Purpose

1.2 Definitions

1.3 Internet Availability

1.4 Development Cost

1.5 Changes, Delays, and Addenda

1.6 Pre-Proposal Conference

1.7 Rules for Proposals

1.8 Contingency Fee

1.9 Proposal Format

1.10 Oral Presentations, Interviews, and/or

Written Answers to Questions

1.11 Proposal Opening

1.12 Questions

1.13 Conflict of Interest

1.14 Proposal Withdrawal

1.15 Public Availability of Records

1.16 Responsive/Responsible

1.17 Right to Accept or Reject Proposals

1.18 Proposal Recap and Notice of Intended

Decision

1.19 Protests

1.20 Agreement Information

1.21 Indemnification

1.22 Insurance Requirements

1.23 Withholding Payment

1.24 Termination

1.25 Assignment

1.26 Venue and Applicable Law

1.27 Law Compliance

1.28 Americans with Disabilities Act (ADA)

1.29 Public Entity Crimes

1.30 Scrutinized Companies or Other Entities

1.31 Responsible Vendor Determination

1.32 Employment Eligibility Verification

1.33 No Use of Coercion for Labor or Services

1.34 Contracting with Entities of Foreign

Countries of Concern

1.35 Correspondence

1.36 Purchases by Other Public Agencies

2.1 General Information

2.2 Background Information

2.3 Term of Contract

2.4 Payment

2.5 Proposal Calendar

PART III – NATURE OF SERVICES REQUIRED

3.1 Purpose

3.2 Background

3.3 Objectives

3.4 Current Coverages

3.5 General Provisions

3.6 Scope of Services

3.7 Project Records and Documents

PART IV – HISTORIC DATA

4.1 Medical Rates History

4.2 Current Medical Contributions

PART V – EVALUATION PROCEDURES

5.1 Review of Proposals and Preliminary

Evaluation

5.2 Evaluation Method and Criteria

5.3 Final Evaluation and Negotiations

5.4 Final Selection

ATTACHMENTS

Attachment 1 – Proposal Response Form

Attachment 2 – Reference Forms

Attachment 3 – Affidavit Contracting with Entities in

Foreign Countries of Concern

Attachment 4 – Respondent Questionnaire

Attachment 5 – Affidavit No Coercion of Labor or

Services

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RFP 26-5092 Medicare Advantage Insurance for Eligible Retirees

August 28, 2026

PART I - GENERAL CONDITIONS

1.1 PURPOSE.

The purpose of this RFP is to provide guidelines for submission of proposals to qualify for the

nature of services described in Part III, hereinafter referred to as the "Project."

1.2 DEFINITIONS.

"Respondent" means any contractor, consultant, organization, firm, college or university, or other

entity submitting a response to this RFP. “Sub-Respondent” means any subcontractor providing

services to the Respondent that is directly under contract with the Respondent. "District" means the

Southwest Florida Water Management District, which is the issuing agency.

1.3 INTERNET AVAILABILITY.

District solicitations, bidding documents (unless exempt and/or confidential), and Addenda are

available for review and may be downloaded via the District's Procurement Website,

http://www.watermatters.org/procurement, and DemandStar at www.demandstar.com.

1.4 DEVELOPMENT COST.

Neither the District nor its representatives will be liable for any expenses incurred in

connection with preparation of a response for this RFP. All proposals should be prepared

simply and economically, providing a straightforward and concise description of the

Respondent's ability to meet the requirements of the RFP.

1.5 CHANGES, DELAYS, AND ADDENDA.

District reserves the right to delay scheduled RFP due dates if determined to be in the best

interest of the District.

District solicitations, changes, delays, addenda and questions and answers are available for

review and download at http://www.watermatters.org/procurement and www.demandstar.com.

Potential respondents are responsible for rechecking the websites for any changes or addenda

prior to the due date and time.

All interpretations and supplemental instructions will be in the form of written Addenda to the

solicitation documents including District answers provided in response to Section 1.12,

QUESTIONS, of this RFP. Failure to acknowledge receipt of all Addenda may be grounds for

rejection of a proposal.

No interpretation of the meaning of the specifications or other contract documents, nor

correction of any apparent ambiguity, inconsistency, or error therein, will be made to any

Respondent orally. Prospective Respondents are advised that no other sources are authorized

to give information concerning, explaining, or interpreting solicitation or contract documents.

Any information obtained from an officer, agent or employee of the District or any other person

will not affect Respondent’s risks or obligations or relieve it from fulfilling any and all conditions

of the contract.

1.6 PRE-PROPOSAL CONFERENCE.

A pre-proposal conference will not be held for this RFP.

1.7 RULES FOR PROPOSALS.

Two or more firms may combine for the purpose of responding to this RFP providing that one is

designated as "Prime" Respondent and the other as "Sub-Respondent(s)". The signer of the

proposal must declare that any person or entity with any interest in the proposal, as a principal, is

identified therein; that the proposal is made without collusion; that it is, in all respects, fair and in

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RFP 26-5092 Medicare Advantage Insurance for Eligible Retirees

August 28, 2026

good faith; and that the signer of the proposal has full authority to negotiate for and bind the

Respondent stated on the cover page.

1.8 CONTINGENCY FEE.

The Respondent warrants that it 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 award and that it

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 the award. For breach or violation of this

provision, the District will have the right to terminate this award without liability and, at its

discretion, to deduct from the Agreement price, or otherwise recover, the full amount of such fee,

commission, percentage, gift, or consideration.

1.9 PROPOSAL FORMAT.

In order to assist the District's review process, proposals are to be prepared utilizing the following

format. The evaluation criteria are set forth in Part V, Evaluation Procedures.

The cost/fee schedule containing all price information as defined in Attachment 1, Proposal

Response Form shall be submitted as a separate file from any file(s) containing all non-price

factors as identified in the Proposal Format section.

1.9.1 Cover Sheet

Respondents must sign and return the Solicitation Cover Sheet with their proposals.

1.9.2 Table of Contents with clear identification of the material by section and page

number.

1.9.3

Letter of Transmittal

This letter should not exceed two page and should briefly state the Respondent’s

understanding of the work to be done and make a positive commitment to perform the

work in a timely fashion. It should also give the names of the individuals who will be

authorized to make representations for the organization, and their titles, addresses and

telephone numbers. This letter must be signed by an official authorized to negotiate for

the Respondent.

1.9.4

Organizational Profile and Qualifications

This section of the proposal should provide a description of the Respondent’s organization,

including location(s), size, range of activities, Project team organization chart, current and

projected workloads and any other appropriate information to describe the organization.

Key Project team members shall be highlighted on the organizational chart. Copies of any

licenses and certifications held shall be included.

1.9.5

Experience and Past Performance

This section of the proposal should provide a history of past and current projects and

successful experience with Medicare Advantage insurance for retirees within the last five

years for Public Entities within the State of Florida. Emphasis should be given to the

organization’s experience with similar projects and expertise in the subject field. Highlight

any projects that are active Public Entity self-insured accounts.

Experience shall demonstrate the Respondent’s accomplishments and ability to effectively

complete this Project.

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RFP 26-5092 Medicare Advantage Insurance for Eligible Retirees

August 28, 2026

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Broadcast Date	Identifier	Title	Date Due	Documents
08/28/2026		RFP 26-5092 – MEDICARE ADVANTAGE INSURANCE FOR ELIGIBLE RETIREES	09/15/2026	RFP 26-5092 – MEDICARE ADVANTAGE INSURANCE FOR ELIGIBLE RETIREES

RFP 26-5092 – MEDICARE ADVANTAGE INSURANCE FOR ELIGIBLE RETIREES

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