PA MEDI Medicare Counseling Services

Montgomery County is seeking a provider to coordinate Pennsylvania's PA MEDI program and deliver free Medicare health insurance counseling, outreach, enrollment assistance, training, and volunteer-supported services to county residents.

Montgomery County > Department of Health and Human Services > Office of Aging Services


General
Open (open)
26-54
Oct 19, 2026 02:30 PM
Sep 21, 2026 05:00 PM
3 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Submission Instructions
Online
Submit the required proposal documents and forms through the procurement portal.
Description

Montgomery County's Office of Aging Services is seeking a provider to coordinate and implement the Pennsylvania Medicare Education and Decision Insight (PA MEDI) program. The contractor will provide free, unbiased, confidential, year-round counseling to Medicare beneficiaries regarding Medicare and Medicaid eligibility, Medicare Savings Programs, Extra Help, supplemental insurance, Medicare Advantage, prescription drug coverage, appeals, and long-term care insurance. The provider must conduct outreach and educational activities, provide enrollment assistance, maintain at least 10 counseling locations distributed throughout Montgomery County, and ensure that in-person assistance is available daily within the county. The required Norristown HHS office site must have at least one trained volunteer available at least one day per week for at least three hours. The contractor must provide services five days per week during normal business hours, return assistance calls within three business days, recruit and supervise volunteers, maintain required certifications and clearances, manage program records and reporting, and meet Pennsylvania Department of Aging, federal grant, and performance-measure requirements. The contract is for three years with two additional one-year renewal options, for a potential cumulative term of five years.

Classification Codes
NAICS923120Administration of Public Health Programs
PSCAQ96OTHER SOCIAL SERVICES - MANAGEMENT AND SUPPORT
Smart Codes
medicare counselingsenior health outreachvolunteer program management
Specifications
Service Only
Timeline
Sep 21, 2026 05:00 PM-Open Date
Oct 06, 2026 02:00 PM-Questions Due Date
Oct 19, 2026 02:30 PM-Close Date
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Workers Compensation
  • Professional Errors and Omissions Liability — $1,000,000.00
  • Medical Malpractice Insurance — $1,000,000.00
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