1701 MOUNTAIN INDUSTRIAL BOULEVARD, STONE MOUNTAIN, GEORGIA 30083
https://dekalbschoolsga.ionwave.net/Login.aspx
April 14, 2022
REQUEST FOR PROPOSALS (RFP) 23-539
INDEPENDENT THIRD PARTY
REVIEW OF CAPITAL PROGRAMS
PROPOSAL SUBMISSION DEADLINE - 2:00 PM, TUESDAY, MAY 10, 2022
VIRTUAL PUBLIC PROPOSAL ACKNOWLEDGEMENT - 3:00 PM, TUESDAY, MAY 10, 2022
DeKalb County School District
Purchasing/Finance Department
1701 Mountain Industrial Boulevard
Stone Mountain, Georgia 30083
PROPOSALS RECEIVED AFTER THE DEADLINE SHALL BE CONSIDERED
NON-RESPONSIVE AND REJECTED.
PROPOSALS TO BE ACKNOWLEDGED PUBLICLY AT THE FOLLOWING TIME/LOCATION:
3:00 PM, Tuesday, May 10, 2022
DeKalb County School District
Finance Conference Room
1701 Mountain Industrial Blvd.
Stone Mountain, Georgia 30083
RFP Contact Person is: Carla L. Smith at 678.676.0120 or Phyllis Jones at 678.676.0285
or email purchasing at solicitationquestions@dekalbschoolsga.org
THE PERSON SIGNING THIS RFP MUST BE LEGALLY AUTHORIZED TO BIND THE COMPANY.
Elliott Davis, LLC
COMPANY NAME ____________________________________________________ Elliott Davis, LLC
_________________________________________________________
PRINT CERTIFYING/ENGAGING COMPANY OFFICIAL’S NAME
355 South Main Street
ADDRESS ___________________________________________________________ _________________________________________________________
SIGNATURE OF CERTIFYING/ENGAGING COMPANY OFFICIAL
Greenville, SC 29601
___________________________________________________________________ Principal
_________________________________________________________
TITLE OF CERTIFYING/ENGAGING COMPANY OFFICIAL
864.235.8815
___________________________________________________________________ 57 038582
AREA CODE, TELEPHONE NO., AND EXTENSION _____ _____ - ______ ______ _____ _____ _____ _____ _____
FEDERAL I.D. NUMBER
864.232.7161
___________________________________________________________________ 05/19/2022
__________________________________________________
OFFEROR FAX NUMBER DATE
jay.brietz@elliottdavis.com
OFFEROR E-MAIL ADDRESS___________________________________________ elliottdavis.com
OFFEROR WEB ADDRESS___________________________________
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 2
7/1/2022
Time is of the essence. Specify your earliest __________ 11/1/2022 service commencement dates
and latest __________
after receipt of award letter.
Approval by the DeKalb County Board of Education
Official approval by the DeKalb County Board of Education is required for this procurement. No contract shall be
construed to be formed without the advance official approval of the DeKalb County Board of Education. The
successful offeror will be notified after DeKalb County Board of Education approval.
Funding Provisions
No award or contract will be made if funding is not approved by the DeKalb County Board of Education.
Compliance With Requirements
Offeror must indicate below whether or not their proposal is in complete compliance with the stated requirements.
If there are any deviations from these requirements, offeror must indicate in writing what the exact deviations
are and what actual services will be provided. Attach and label additional sheets if necessary.
X Proposal is in complete compliance with proposal requirements.
___
___ Proposal deviates from stated requirements as follows:
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Cancellation
Awards, contracts, and renewals may be canceled for convenience by the DeKalb County School District (DCSD)
at any time. In the event of termination of contract by DCSD, the DCSD will be responsible only for those services
that have been delivered and accepted according to the RFP requirements. Any cancellation for convenience
by DCSD shall be effective three (3) business days after receipt of the Notice of Cancellation for convenience
from DCSD by the Offeror.
Fiscal Year Funding Implications
The fiscal year for DCSD begins July 1 and ends June 30. This solicitation and any resulting contract(s) may
contain renewal options. This solicitation, any resulting contract(s), and any renewal options shall terminate
absolutely without further obligation on the part of DCSD at the end of the fiscal year in which this solicitation
was issued and at each June 30 renewal anniversary date thereafter unless the successful offeror is notified
otherwise and agrees in writing to the exercise of renewal options.
Payment to Successful Vendor(s)
Payment for goods and services will be made by electronic funds transfer (EFT) or ACH Paymode.
Vendor(s)/Supplier(s) doing business with DCSD are required to provide payment information when registering
as a DCSD vendor at: https://www.dekalbschoolsga.org/purchasing/. Offerors must sign below acknowledging
the above statement.
Signature of Engaging Official: ______________________________________________
5/19/2022
Date: _________________ Elliott Davis, LLC
______________________________________________
(Supplier Name / Certifying Official Signature)
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 3
Rights Reserved
DCSD reserves the right to accept or reject any and/or all parts of responsive proposals received and/or to reject
all proposals submitted. DCSD reserves the right to award any resulting contract in the manner that is in the
best interest of and most advantageous to DCSD. DCSD reserves the right to waive any technicalities or minor
irregularities in responses received and to award the contract in the most beneficial manner for DCSD. The
decision of DCSD shall be final. DCSD reserves the right to request and negotiate a “best and final” response
from offerors.
Taxes
Purchases made by DCSD are not subject to federal, state, or local sales tax. A Sales Tax Exemption Certificate
will be furnished upon request.
F.O.B. Delivery
All prices are to be F.O.B. delivery to various DCSD locations.
Estimated Quantities
The quantities shown in this RFP document are estimates, which are provided for your information. However,
actual quantities purchased by DCSD may vary.
Exclusions of Trade Usages
This RFP contains all of the terms, conditions and obligations to which the parties agree, and shall not be
modified, controlled, explained, supplemented or affected in any way by any usage of trade not expressly
included in this agreement.
No Obligation/No Award Guaranteed/Cost to Propose
The contract, if any, will be awarded to the offeror whose proposal offers the best value to DCSD in meeting the
required scope of work described herein, if the appropriate funds are available and the contract is approved by
the DeKalb County Board of Education. No obligation or commitment is incurred by the DeKalb County Board
of Education from the receipt of any proposal, marketing materials, or presentations. There is no guarantee that
any offeror will receive an award as a result of submitting a proposal. Any/all costs incurred by the offeror in
preparation and submission of this proposal are the sole responsibility of the offeror. Expenses incurred by the
offeror will not be reimbursed by DCSD or become a reason for contracting with the offeror. Offeror must sign
below acknowledging the above statement:
Signature of Engaging Official: ___________________________________________ Date: _____________ 5/19/2022
(Company Name / Certifying Official Signature)
Conditional Proposals
Proposals that are conditional and/or in any way qualify or vary from the terms of these instructions, conditions,
and specifications shall be considered non-responsive and disqualified.
Offeror Failure
In the event services to be furnished by the successful offeror should for any reason fail to conform to the scope
of work contained herein, DCSD reserves the right to reject the services and further reserves the right to
terminate the contract.
Failure of the successful offeror to perform contracted services may also result in the removal of that offeror from
doing business with DCSD for a period of not less than one year.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 4
Georgia Open Records Act
All proposals submitted in response to DCSD solicitations may be subject to the Georgia Open Records Act,
which permits any member of the public to inspect and/or copy documents prepared and maintained or received
in the course of the operation of the public office or agency.
No Assignment of Award
The successful offeror may not assign the award or contract to or subcontract with another party without the
express written permission of DCSD.
The Laws of the State of Georgia
This RFP and subsequent agreement are subject to the laws of the State of Georgia.
Additional Terms
In the event an award is made to an offeror, the resulting contract shall not depart from this document unless
agreed to in writing by DCSD and the successful offeror. DCSD shall not be bound by additional terms and
conditions and/or extraneous language added to this document by offerors.
2 CFR 200.322(a)
§ 200.322 Domestic preferences for procurements.
(a) As appropriate and to the extent consistent with law, the non-Federal entity should, to the greatest extent
practicable under a Federal award, provide a preference for the purchase, acquisition, or use of goods
products, or materials produced in the United States (including but not limited to iron, aluminum, steel,
cement, or other manufactured products).
ALL SOLICITATIONS ISSUED BY DCSD ARE ADVERTISED IN THE LEGAL SECTION OF THE
CHAMPION NEWSPAPER, (404) 373-7779, POSTED ON THE IONWAVE DCSD WEBSITE,
DEMAND STAR AND POSTED IN THE TEAM GEORGIA MARKETPLACE’S GEORGIA
PROCUREMENT REGISTRY. Offerors are solely responsible for reviewing and making
themselves aware of DCSD solicitations posted on the following website:
https://dekalbschoolsga.ionwave.net/Login.aspx
Proposal responses will be received in the Purchasing Office between the hours of 8:30 AM and
4:30 PM only, Monday through Friday, excluding DCSD holidays, furlough days, and inclement
weather closings.
DCSD is not responsible for misdirected mail, mail not received, and/or mail delivered late by
designated carriers.
PROPOSALS RECEIVED IN THE PURCHASING OFFICE AFTER THE STATED DEADLINE DATE
AND TIME SHALL BE CONSIDERED NON-RESPONSIVE AND REJECTED.
PROPOSALS DELIVERED TO ANY SCHOOL OR LOCATION OTHER THAN THE DCSD
PURCHASING DEPARTMENT SHALL BE CONSIDERED NON-RESPONSIVE AND REJECTED.
PROPOSALS THAT ARE DELIVERED BY EXPRESS CARRIER (e.g., FEDEX, UPS) AND
RECEIVED IN THE DCSD MAILROOM WITH VERIFYING SIGNATURE BEFORE THE SCHEDULED
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 5
PROPOSAL DEADLINE SHALL BE CONSIDERED RESPONSIVE AND ENTERED INTO THE
PROPOSAL TABULATION.
LABELS WITH THE PROPER IDENTIFICATION INFORMATION ARE PROVIDED IN YOUR
REQUEST FOR PROPOSAL PACKAGE FOR YOUR CONVENIENCE AND USE. YOU MAY ALSO
DOWNLOAD LABELS FROM THE DCSD WEBSITE BY CHOOSING ATTACHMENT 1 AT:
https://dekalbschoolsga.ionwave.net/Login.aspx
SEALED PROPOSAL RESPONSES MUST BE CORRECTLY ADDRESSED AS SHOWN ON THE
REQUEST FOR PROPOSAL COVER SHEET.
BOXES OR EXPRESS CARRIER PACKAGES CONTAINING SEALED PROPOSALS MUST BE
CORRECTLY ADDRESSED AS WELL.
PROPOSALS RECEIVED BY TELEGRAM, FACSIMILE, E-MAIL, OR TELEPHONE WILL NOT BE
ACCEPTED.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 6
NOTICE TO OFFERORS
FOR SECURITY REASONS, ALL OFFERORS ATTENDING THE PUBLIC PROPOSAL
ACKNOWLEDGEMENT MUST REGISTER AT THE FIRST FLOOR FRONT DESK AT 1701
MOUNTAIN INDUSTRIAL BOULEVARD, STONE MOUNTAIN, GEORGIA 30083, BEFORE
ATTENDING THE PROPOSAL ACKNOWLEDGEMENT.
ALL OFFERORS SUBMITTING SEALED PROPOSALS IN PERSON TO THE PURCHASING
DEPARTMENT MUST HAVE THEIR SEALED PROPOSALS STAMPED WITH THE DATE AND
TIME BY A PURCHASING DEPARTMENT REPRESENTATIVE AND MUST LEAVE THEIR
SEALED PROPOSALS IN THE CARE OF A PURCHASING DEPARTMENT REPRESENTATIVE.
PURCHASING DEPARTMENT REPRESENTATIVES WILL ISSUE RECEIPTS FOR SEALED
PROPOSALS IF REQUESTED.
SEALED PROPOSALS LEFT RANDOMLY AT THE BUILDING, THE DIVISION OF FINANCE OR
THE PURCHASING DEPARTMENT WITHOUT BEING DATE AND TIME STAMPED OR WITHOUT
ENSURING A PURCHASING DEPARTMENT REPRESENTATIVE TAKES POSSESSION OF
SAME SHALL BE CONSIDERED NON-RESPONSIVE AND REJECTED.
ANY CLAIM BY PROPOSING ENTITY OF ERROR IN THEIR PROPOSAL MUST BE MADE
BEFORE PROPOSALS ARE OPENED, OR THE CLAIM SHALL BE DEEMED WAIVED. ANY
PROPOSING ENTITY MAY WITHDRAW THEIR PROPOSAL AT ANY TIME BEFORE THE TIME
AT WHICH PROPOSALS ARE DUE AND THE REQUEST FOR PROPOSALS IS CLOSED AND,
HAVING DONE SO, NO PROPOSING ENTITY WILL BE PERMITTED TO RESUBMIT A
PROPOSAL.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 7
1701 MOUNTAIN INDUSTRIAL BLVD, STONE MOUNTAIN, GEORGIA 30083
https://dekalbschoolsga.ionwave.net/Login.aspx
REQUEST FOR PROPOSALS
RFP 23-539
INDEPENDENT THIRD PARTY
REVIEW OF CAPITAL PROGRAMS
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 8
TABLE OF CONTENTS
DCSD Solicitation Boilerplate ....................................................................................... 1-6
RFP Cover Page ............................................................................................................. 7
Table of Contents ......................................................................................................... 8-9
Attachments ............................................................................................................. 29-60
PART I – BACKGROUND AND INFORMATION
A. Objectives ............................................................................................................... 10
B. General Information ................................................................................................. 10
C. Procurement Process……………………………………………………………………...11
D. Addenda .................................................................................................................. 11
E. Proposal Deadlines .................................................................................................. 11
F. Schedule of Events ................................................................................................. 11
G. Format and Submission of Proposals ...................................................................... 11
H. Virtual Pre-Proposal Conference ............................................................................. 13
I. Proposal Contact Persons ....................................................................................... 13
J. Prohibited Contacts.................................................................................................. 13
K. Questions and Answers ........................................................................................... 14
PART II – GENERAL REQUIREMENTS
A. Offeror Performance ............................................................................................... 15
B. News Release ......................................................................................................... 15
C. Non-Discrimination .................................................................................................. 15
D. Drug Free Workplace .............................................................................................. 15
E. Smoke Free Workplace .......................................................................................... 15
F. Costs Incurred ......................................................................................................... 15
G. Insurance ................................................................................................................. 16
H. Indemnification ......................................................................................................... 18
I. Illegal Immigration Reform and Enforcement Act of 2011 ........................................ 19
J. Interviews ........................................................................................................ 19
K. Contract Terms ................................................................................................. 20
L. Permits and Applicable Laws ................................................................................... 20
M. Infringement ............................................................................................................. 21
N. Ownership Rights..................................................................................................... 21
O. Non-Collusion .......................................................................................................... 21
P. Conflict of Interest .................................................................................................... 21
Q. Financial Stability…………………………………………………………………………..22
R. No Obligation/No Contract Guaranteed ................................................................... 22
S. Confidentiality and Non-Disclosure .......................................................................... 22
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 9
TABLE OF CONTENTS (CONT’D)
PART III – SCOPE OF WORK
A. Purpose/Project Overview ................................................................................. 23
B. Scope of Work..……………………………………………..…………………..……...23-24
C. Company Profile…………………………………………………………………………….25
D. Background Check………………………………………………………………………….25
E. References…………………………………………………………………..……………..26
F. Brochures, Catalogs, Manuals, Websites, Literature……………………………….….25
G. Added Value ................................................................................................... .25
H. Authorization to Sell……………………………………………………………………..26
I. Evaluation Criteria ............................................................................................ 26
J. Payments ......................................................................................................... 27
K. Transition Plan ................................................................................................. 28
L. Required Content / Document Checklist…………………………………………. .....29
ATTACHMENTS
Attachment A – Description of Qualifications and Experience…………………………...29
Attachment B – Cost Proposal Form………………………………………………………..30
Attachment C - Critical Paragraphs..………………………………………………………..31
Attachment D – Offeror’s Client Reference Form………………………………………….32
Attachment E – Statement of Confidentiality and Non-Disclosure……………………….33
Attachment F – Suspension and Debarment Certification……………………………......34
Attachment G – Illegal Immigration Reform and Enforcement Act of 2011
Certification……………………………………………………………...35-40
Attachment H – Standard Form Agreement……………………………………………..41-59
Attachment I – Signature Page……………………………………………………………....60
Appendix 1 - Monthly Status Report for the Capital Improvement Program
2017-2022 for the Period Ending February 28, 2022………..………… .61
Final Page………………………………………………………………………………………………62
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 10
PART I
BACKGROUND AND INFORMATION
A. OBJECTIVES
The DeKalb County School District (DCSD) is seeking highly qualified, capable and professional
entities with experience with K-12 school districts comparable to DCSD, to perform an independent
third party review of DCSD SPLOST IV and V Capital Programs.
The special purpose local option sales tax (SPLOST) is revenue to support the Capital Improvements
Plan for DeKalb County Schools. The DCSD Capital Improvements Plan consists of new schools,
school replacement, new additions, existing building modifications, renovations, ancillary facility
modification or renovations, facility expansions or consolidation, capital renewal, technology
improvements as well as other capital needs.
Awarded offeror shall provide services in accordance with the specifications, requirements and terms
and conditions stated herein. Services shall include all labor, materials, tools, specialized equipment,
supplies, electricity utilized, venue security cost for specialized equipment and supplies/materials
belonging to the offeror, trained personnel, insurance, travel, per diem, direct and indirect administrative
costs, overhead, tolls, parking, fuel, lodging, food, all other cost and charges, and all things and services
necessary to provide Independent Third Party Review of Capital Programs in accordance with the
requirements of this RFP. There shall be no add-on charges of any kind.
B. GENERAL INFORMATION
DCSD is a metropolitan Atlanta public school system organized and existing under the Constitution and
laws of the State of Georgia. DCSD is located in the fourth largest county in Georgia. DeKalb County
is one of the most culturally diverse counties in the nation. DCSD has a student enrollment of
approximately 100,000 students in pre-kindergarten through grade 12. With 139 schools and centers,
DCSD educates the third largest pre-kindergarten through grade 12 student population in the State of
Georgia. DCSD is the second largest employer in DeKalb County with over 15,500 full and part time
employees.
DCSD is dedicated to giving every student the best possible education through an intensive core
curriculum and specialized, challenging instructional and career programs. DCSD is striving to become
the premier K-12 school system of choice and desires to significantly improve leadership, teaching, and
student learning to fulfill its mission as an organization for public education.
DCSD includes approximately:
• 79 Elementary Schools
• 19 Middle Schools
• 20 High Schools
• 9 Start-up Charter Schools
• 2 Conversion Charter Schools
• 13 Specialized Learning Centers
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 11
• 8 Administrative Centers; and
• 5 Athletic Stadiums
Currently, DCSD has 113 Title I Schools (110 Schoolwide and 3 Targeted Assisted). DCSD’s
wide-area network connects instruction and administration sites to deliver technology and
learning tools to every child. The main administrative offices are located at 1701 Mountain
Industrial Boulevard, Stone Mountain, Georgia 30083. DCSD is governed by a seven-member
Board of Education.
C. PROCUREMENT PROCESS
The procurement will be on a formally advertised basis. Proposals must be responsive to all aspects
of this RFP.
D. ADDENDA
It is the responsibility of offerors to frequently check for any addenda, questions, and answers posted
on the Purchasing Bulletin Board on the DCSD website. Failure on the part of offerors to make
themselves aware of and comply with addenda requirements will not relieve them of this obligation, this
is a Mandatory Requirement. All posted addenda must be printed, signed by the offeror, and included
in the offeror’s RFP submission. Click on the following link to the Purchasing Bulletin Board:
https://dekalbschoolsga.ionwave.net/Login.aspx
E. PROPOSAL DEADLINES
Proposals in response to this RFP must be received by the DCSD Purchasing Department at 1701
Mountain Industrial Boulevard, Stone Mountain, Georgia 30083, no later than 2:00 PM, Tuesday, May
10, 2022. Proposals received after the stated deadline will not be considered.
Proposals will be acknowledged publicly on Tuesday, May 10, 2022 at 3:00 PM.
F. SCHEDULE OF EVENTS
1st Consecutive Ad in Legal Organ Thursday, April 14, 2022
nd
2 Consecutive Ad in Legal Organ Thursday, April 21, 2022
Deadline for Offerors to Submit Questions Monday, April 25, 2022, 12:00 Noon
Posted Responses to Questions Friday, April 29, 2022, 4:30 PM
RFP Submission Deadline Tuesday, May 10, 2022, 2:00 PM
Virtual RFP Public Acknowledgment Tuesday, May 10, 2022, 3:00 PM
Responses to questions will not be posted on official DCSD holidays or furlough days.
G. FORMAT AND SUBMISSION OF PROPOSALS
The format requirements for RFP responses are designed to ensure uniformity in the responses,
provide the information necessary to understand each offeror’s proposal, and facilitate an efficient and
comprehensive evaluation of all responses. Proposals must comply with the specifications and detailed
instructions stated in this RFP document, be signed by the certifying company official, and be presented
to the DCSD Purchasing Department according to the detailed instructions stated in this document.
● Proposals must be presented in a three-ring binder with tabs separating the required sections. All
attachments must be identified properly for easy recognition and association.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 12
Each page of the response must be numbered, and the offeror’s company name must
appear in the lower right-hand corner of each page.
● Each proposal must contain a detailed Table of Contents and must be organized in the same order
as the requirements are outlined in this RFP document. Each separate bullet point must be
addressed individually. A response that does not adhere to a “point-by-point” format may be
disqualified.
● Responses shall be organized simply and economically. Emphasis must be placed on
completeness and clarity. Proposals that do not include all required information may be
disqualified.
● RFP responses must be submitted in a sealed container plainly addressed as shown below.
Containers not properly labeled as shown below will not be opened or considered.
SEE REQUIRED CONTENT / DOCUMENT CHECKLIST – PAGE 29.
Proposals must be sealed and clearly labeled and addressed as shown below:
SEALED PROPOSAL IDENTIFICATION LABEL: SEALED PROPOSAL ADDRESS LABEL:
This information must appear in the lower LEFT This information must appear in the mailing corner of your
sealed proposal container (whether address area of your sealed proposal container envelope,
box, express carrier package, etc.) (whether envelope, box, express carrier package.)
(SEALED PROPOSAL RESPONSE)
RFP Number: RFP 23-539, Independent Third Party Review of
Capital Programs (SEALED PROPOSAL RESPONSE)
RFP Due Date: May 10, 2022 2:00 PM (EST) DeKalb County School District
Company Name:
Elliott Davis, LLC
Purchasing Department
________________________________ 1701 Mountain Industrial Blvd
Company Mailing Address: Stone Mountain, GA 30083
355 S. Main Street, Ste 500
_________________________________ ATTN: Carla L. Smith
Greenville, SC 29601
Contact Person Name:
Anne Stein
_________________________________
864 275-0197
Contact Telephone No.: (__)_______________________
Email anne.stein@elliottdavis.com
__________Address:___________________________________
Boxes, express carrier packages and any other containers enclosing sealed proposals must
ALSO be clearly labeled as shown above.
Sealed proposals MUST be received by the DCSD Purchasing Department by the DEADLINE
stated in this solicitation. Offerors submitting proposals in person must have the date and
time stamped on their sealed proposals by a Purchasing Department representative. Sealed
proposals must be placed in the care of a Purchasing Department representative.
Failure to follow these sealed proposal label and submission requirements may cause proposals to be
declared non-responsive and rejected.
Offerors are required to submit one (1) original, one (1) duplicate copy and (1) electronic copy
(flash drive) of the proposal. One (1) duplicate copy is required to be submitted with the original in
a sealed package. It is recommended that the copies be made after the original is complete and fully
executed (signed and initialed) by the offeror’s authorized representative.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 13
The electronic copy (flash drive) shall be submitted in pdf format (OCR) and organized in the same
format as the original submission with each Chapter or Section of the original having a corresponding
Electronic File.
Submit all responses to:
Carla L. Smith, Purchasing Manager
Purchasing Department
DeKalb County School District
1701 Mountain Industrial Boulevard
Stone Mountain, Georgia 30083
RFP responses will NOT be accepted at any other DCSD location.
HAND DELIVERY SUBMISSION OF PROPOSALS: Prior to the submission deadline of Tuesday,
May 10, 2022 at 2:00PM EST, an appointment must be scheduled with the Purchasing Department
by submitting an email request to solicitationquestions@dekalbschoolsga.org. Please enter “Proposal
Submission Appointment – RFP 23-539 Independent Third Party Review of Capital Programs” in the
subject line of your email. All appointments must be scheduled on a Monday, Tuesday, Thursday or
Friday between 9:00AM-12:00PM Noon, before the May 10, 2022 proposal deadline. A confirmation
of the appointment will be sent via email.
VIRTUAL PUBLIC ACKNOWLEDGMENT: The public acknowledgment will be held virtually through
Microsoft Teams on Tuesday, May 10, 2022 at 3:00PM EST. Those who would like to attend the
acknowledgement, please register no later than Monday, May 9, 2022 by 4:00PM EST, by sending an
email to solicitationquestions@dekalbschoolsga.org. Please enter “Public Acknowledgement - RFP
23-539 Independent Third Party Review of Capital Programs” in the subject line of your email. An
invitation will be sent to those participants no later than Tuesday, May 10, 2022 by 10:00AM EST.
H. VIRTUAL PRE-PROPOSAL CONFERENCE
A pre-proposal conference is not scheduled for this RFP.
I. PROPOSAL CONTACT PERSONS
The assigned contact persons for offerors are Carla L. Smith, Purchasing Manager and Phyllis Jones,
Buyer, for the Department of Purchasing. Ms. Smith can be reached at 678.676.0120 or by email at
solicitationquestions@dekalbschoolsga.org. Ms. Jones can be reached at 678.676.0285.
J. PROHIBITED CONTACTS
Except with the consent of the proposal contact person, all offerors, including any persons affiliated
with or in any way related to the offeror, are strictly prohibited from contacting DeKalb County Board of
Education members and DCSD employees or consultants on any matter having to do in any aspect
with this RFP, other than as provided herein. Any and all contacts with such persons associated with
DCSD shall be in writing, in appropriate circumstances or cases, as directed by the contact person.
Furthermore, no employee, officer, or agent of the DeKalb County Board of Education or DCSD may
participate in the selection, award or administration of a contract if he or she has a real or apparent
conflict of interest.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 14
Board Member Communication with Prospective Vendors
Vendors shall not contact Board members individually for the purpose of soliciting a purchase or
contract between the time a request for proposal is formally released and a recommendation is made
by the administration to the Board. If a vendor violates this prohibition during this timeframe,
consideration for the vendor for award shall be invalidated. Board members shall be notified of possible
violations and actions taken.
K. QUESTIONS AND ANSWERS
It is intended that this RFP be adequate for any offeror to respond to DCSD’s requirements. However,
should offerors have questions all questions shall be submitted electronically to: Carla L. Smith at
solicitationquestions@dekalbschoolsga.org. Questions submitted to any other mail box, voice mail or
e-mail address will not be considered for response. The deadline to submit questions is Monday,
April 25, 2022. Questions received after the deadline will not be considered. All questions received by
12 Noon, on April 25, 2022 will be answered in writing and both the questions and answers will be
posted to the following website on or before Friday, April 29, 2022 at 4:30 PM.
https://dekalbschoolsga.ionwave.net/Login.aspx .
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 15
PART II
GENERAL REQUIREMENTS
A. OFFEROR PERFORMANCE
The successful offeror is required to perform and fulfill all the undertakings, covenants, terms,
conditions, and agreements of this RFP document and any negotiated contract(s). Specifications
contained herein and in the successful response will become contractual obligations, if an award
ensues. Failure of the offeror to fully perform these obligations may result in cancellation of the award
and contract.
DCSD will look to the offeror and his/her identified personnel to coordinate and deliver the services
described in this RFP. The services shall not be delegated to subofferors or assigned to any third party.
B. NEWS RELEASE
Any news release or publicity pertaining to any phase of this project must be cleared through the DCSD
Chief Communications and Community Relations Officer.
C. NON-DISCRIMINATION
DCSD does not discriminate on the basis of race, color, religion, sex, national origin, age, or disability
in any of its employment practices, education programs, services or activities.
DCSD supports an open, fair, and impartial free-market system which maximizes competition and
seeks to include all responsible businesses and to provide ample opportunities for business growth and
development. Minority businesses are encouraged and given the opportunity to bid on various projects;
however, all responses will be evaluated on the same criteria. It is not the intention or desire of DCSD
to restrict or impede competition, nor to increase the cost of the work.
D. DRUG-FREE WORKPLACE
By submission of a response to this RFP, the offeror certifies that he/she and his/her employees shall
not engage in the unlawful manufacture, sale, distribution, dispensation, possession, or use of
controlled substance or drugs during the performance of the contract.
E. SMOKE-FREE WORKPLACE
By submission of a response to this RFP, the offeror certifies that he/she and his/her employees shall
not use tobacco products on DCSD property at any time during the performance of this contract.
F. COSTS INCURRED
DCSD is not liable for any costs incurred by an offeror in preparing and/or submitting a response to this
RFP or for any interview if requested. Any and all costs incurred by the offeror in preparing and/or
submitting a response to this RFP and interviewing with DCSD (if requested) shall be the sole
responsibility of the offeror and shall not be reimbursed by DCSD.
Elliott Davis, LLC /
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SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 16
There is no guarantee of any offeror receiving an award as a result of submitting a response to this
RFP.
G. INSURANCE
The DCSD Risk Manager sets insurance and indemnification requirements for each Solicitation.
Certificate of Insurance / Accord Form is required with solicitation submittal. Provision of
Certificate of Insurance is a mandatory requirement. Proposals submitted with certificates of
insurance will be considered conditionally responsive to the insurance and indemnification
requirement. Final award of this RFP will be contingent upon receipt within six (6) business days of
request for insurance documentation complete with the following requirements and fully acceptable
to the DCSD Risk Manager. No work will commence / no purchases will be made without the written
statement of approval of insurance coverage from the DCSD Risk Manager. In the event the
awarded offeror cannot produce insurance coverage acceptable to the Risk Manager within the
time provided, DCSD reserves the right to award this solicitation to the first runner-up.
(1) The successful Offeror shall procure and maintain throughout the term of this agreement a
policy or policies of insurance providing coverage as set forth below that shall protect the offeror
and the Indemnitees (as defined in Part II, Section I of this RFP) from any claims for bodily injury,
property damage, or personal injury which may arise out of offeror’s operations under this
agreement. The foregoing policies shall be obtained from insurance companies approved to do
business in the State of Georgia and companies acceptable to DCSD. Offeror shall procure the
insurance policy(ies) at the offeror’s own expense and shall furnish to DCSD a certificate of
insurance containing the following:
(a) Name and address of authorized agent;
(b) Name and address of insured;
(c) Name of insurance company;
(d) Description of coverage in standard terminology;
(e) Policy period;
(f) Policy Number;
(g) Limits of liability;
(h) Name and address of certificate holder;
(i) Acknowledgment to the DCSD of notice of expiration or cancellation;
(j) Signature of authorized agent;
(k) Telephone number of authorized agent; and
(l) Details of policy exclusions applicable to this agreement in comments section of insurance
certificate.
All certificates evidencing primary and excess layers shall be renewed and kept current and up to
date on an annual basis.
(2) Offeror is required to maintain the following insurance coverage during the term of this
agreement:
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 17
(a) Workers Compensation Insurance in the amounts of the statutory limits established by the
General Assembly of the State of Georgia. Offeror shall have the ability to self-insure its required
workers compensation coverage if offeror is an approved self-insurer in the State of Georgia.
(b) Comprehensive General Liability Policy, or equivalent coverage, to include products and
completed operations liability and contractual liability. The Comprehensive General Liability Policy
shall have dollar limits sufficient to insure that there is no gap in coverage between this policy and
any excess or Commercial Umbrella Policy described below.
(c) Comprehensive Auto Policy to include but not be limited to liability coverage on any owned,
non-owned and hired vehicle used by offeror or offeror’s personnel in the performance of
this agreement. The Comprehensive Automobile Policy shall have dollar limits sufficient
to insure that there is no gap in coverage between this policy and the excess or
Commercial Umbrella Policy required under this agreement.
(d) Commercial Umbrella or Excess Liability Policy, which must provide the same or broader
coverage than those provided for in the above Comprehensive General Liability and Business Auto
Policies. Policy limits for the Commercial Umbrella or Excess Liability Policy shall have an annual
aggregate limit not less than $2,000,000.
(e) Under all coverage and certificates required hereunder, policies shall or be endorsed to
include the following terms and conditions:
(i) All policies and coverage shall be on an “occurrence” not “claims made” basis.
(ii) The foregoing policies shall contain a provision that coverage afforded under the policies
will not be canceled, or not renewed, allowed to lapse for any reason until at least sixty
(60) days prior written notice has been given to DCSD.
(iii) Shall waive all right of subrogation against Indemnitees (as defined in Part II, Section
I of this RFP) for losses arising out of this agreement.
(iv) A severability of interest or cross liability clause or endorsement applies to commercial
general liability and excess liability policies.
(v) Certificates of Insurance showing such coverage to be in force shall be filed with
DCSD prior to commencement or continuation of any work under this agreement.
(vi) All such coverage shall remain in full force and effect during the term and any renewal
thereof.
(f) Under coverage and certificates required under Sections 2(a), 2(b), (c), and (d) above,
policies shall be endorsed to include the following terms and conditions:
(i) Minimum limits of $1,000,000 per occurrence $2,000,000 in the annual aggregate.
Primary limits of coverage in the amount of $1,000,000 per occurrence must be with insurers
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 18
approved to conduct business in the State of Georgia. Excess or umbrella liability insurance
may be placed with any insurer submitted by offeror, including captive or self-insured programs,
with the prior written approval of DCSD.
(ii) Contractual liability coverage, specifically referencing this agreement and its
Indemnity, applies to liability assumed by the named insured.
(iii) Shall include Indemnitees as additional insured.
(iv) Shall waive all right of subrogation against Indemnitees (as defined in Part II, Section
I of this RFP) for losses arising out of this agreement.
(v) A severability of interest or cross liability clause or endorsement applies to commercial
general liability and excess liability policies.
(vi) Shall be primary and not excess to any other coverage provided by or available to the
Indemnitees (as defined in Part II, Section H of this RFP).
(g) Offeror shall require any and all subofferors performing work under this agreement to carry
insurance of the types and with limits of liability as offeror shall deem appropriate and adequate for
the work being performed. However, the obligations of the offeror to the Indemnitees assumed in
Sections of Indemnification, and Insurance shall not be reduced or diminished by the standards set
for the subofferors. Further, offeror agrees that their obligations to indemnify and insure the
Indemnitees shall pertain to all losses arising out of the subofferor’s acts or negligence in the same
manner and to the same extent as if committed by the offeror. Offeror shall obtain and make
available for inspection by DCSD, current certificates of insurance evidencing insurance coverage
by such subofferors.
H. INDEMNIFICATION
The successful offeror shall indemnify, defend, and hold harmless the DeKalb County School Board,
the DeKalb County School District, DCSD, and their officials, officers, employees, agents, volunteers,
and assigns (all of whom may collectively be referred to as "Indemnitees" throughout this RFP), from
any and all claims, demands, suits, actions, legal or administrative proceedings, losses, liabilities, costs,
interest, and damages of every kind and description, including any attorneys’ fees and/or litigation and
investigative expenses, for bodily injury, personal injury, (including but not limited to offeror’s
employees), or loss or destruction of property (including loss of use, damage or destruction of DCSD
owned property) to the extent that any such claim or suit was caused by, arose out of, or contributed
to, in whole or in part, by reason of any act, omission, professional error, fault, mistake, or negligence
whether active, passive or imputed, of the offeror its employees, agents, representatives, or their
employees, agents, or representatives in connection with or incidental to offeror’s performance of the
agreed-upon services regardless of whether such liability, claim, damage, loss, cost or expense is
caused in part by an Indemnitee.
The successful offeror shall also indemnify, defend, and hold harmless the Indemnitees from any and
all costs, expenses, claims, demands, rights, liabilities and causes of action inuring to offeror from
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 19
events over which the Indemnitees exercise no control, such as Acts of God, strikes or government
restrictions.
Offeror's obligation to indemnify any Indemnitee shall survive the completion, expiration, or termination
of offeror’s agreed-upon services for any reason.
I. ILLEGAL IMMIGRATION REFORM AND ENFORCEMENT ACT OF 2011 (MANDATORY
REQUIREMENT)
The Illegal Immigration Reform and Enforcement Act of 2011 applies to and is a requirement for all
DeKalb County School District solicitations for physical performance of services (i.e. public works
contracts).
Offerors must complete and/or have their subcontractors complete the following forms:
1. Immigration and Security Certification
2. Offeror E-Verify Affidavit
3. Contractor Affidavit (Contractor Only)
4. Subcontractor Affidavit (Subcontractor Only); and
5. Sub-Subcontractor Affidavit (Sub-Subcontractor Only)
The Immigration and Security Certification, the Offeror E-Verify Affidavit, the Contractor Affidavit, the
Subcontractor Affidavit and the Sub-Subcontractor Affidavit are found on pages 35-40 of this solicitation
document. The Immigration and Security Certification, the Offeror E-Verify Affidavit, the Contractor
Affidavit, Subcontractor Affidavit and the Sub-Subcontractor Affidavit must be completed, notarized and
submitted with your proposal.
I acknowledge the Illegal Immigration Reform and Enforcement Act of 2011 requirements for service
providers and confirm by my signature below that the Immigration and Security Certification, the
Contractor Affidavit, the Subcontractor Affidavit and the Sub-Subcontractor Affidavit are each
completed, notarized and made a part of this solicitation response package. I also acknowledge that
all items or services furnished to DCSD must comply with applicable federal and state immigration laws,
and regulation.
______Please check here if the Illegal Immigration and Reform Act of 2011 does not apply to your
solicitation, because it is one for items, commodities, or products. If this does not apply to any portion
of the solicitation, then the Offeror is not required to complete the Contractor Affidavit, the Subcontractor
Affidavit and the Sub-Subcontractor Affidavit found on pages 37-40. Please be advised that pages
35-36 must still be completed.
5/19/2022
Signature of Engaging Official: __________________________________________ Date: _____________
(Company Name / Certifying Official Signature)
J. INTERVIEWS
DCSD reserves the right to require offerors to participate in one or more interviews with DCSD board
members and/or staff. Offerors must be prepared to discuss the salient points of their proposal within
Elliott Davis, LLC /
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 20
two (2) normal working days of being asked to participate in interviews. There are to be no
presentations, individually or collectively, without such invitation.
Offerors who are invited to one or more interviews will be required to provide a one (1) hour virtual
presentation/demonstration of requested services.
K. CONTRACT TERMS
In the event DCSD determines that outsourcing these services are in its best interest, with the approval
of the DeKalb County Board of Education, the successful offeror will be notified in writing. A contract
confirming firm fixed price and other terms shall be signed by the parties. Services are to begin on or
about the Summer of 2022. The initial contract duration shall be approximately one year from the date
of execution. The contract may/may not contain up to four (4) one (1) year renewal
options contingent upon DCSD’s offer of such renewal, the successful offeror’s acceptance and the
approval of the DeKalb County Board of Education to extend the contract. The contract is subject to
the approval of the DeKalb County Board of Education and to fiscal year funding limitations. The
contract price must be held firm for the entire term of the contract. DCSD reserves the right to terminate
any resulting contract for convenience. In the event of contract termination by DCSD, the DCSD will
be responsible only for those services and deliverables that have been received and accepted. Any
cancellation for convenience by DCSD shall be effective three (3) business days after receipt of the
Notice of Cancellation for convenience from DCSD by the offeror. Non-performance of contract terms
shall give sufficient cause for DCSD to cancel the contract. Non-performance shall be construed to
include, but is not limited to, failure of the offeror to deliver equipment or perform services in the time
specified or in the manner required.
A contract is attached which includes all of the terms and conditions that the offeror must affirm and
comply. Refer to Attachment H, Standard Form Agreement for Non-Capital Professional
Services. Please review DCSD’s attached contract terms and conditions prior to submitting a response
to this RFP. Offerors should plan on the contract terms and conditions attached to this RFP being
included in any award as a result of this RFP. Therefore, all costs associated with complying with these
requirements should be included in any pricing quoted by the offeror.
By submitting a proposal, offeror acknowledges its acceptance of the RFP specifications and the
contract terms and conditions without change except as otherwise expressly stated in the submitted
proposal. If an offeror takes exception to a contract term or provision, the offeror must state the reason
for the exception and state the specific contract language it proposes to include in place of the
provision. Any exceptions to the contract must be submitted as an attachment to the offeror’s
response. Proposed exceptions must not conflict with or attempt to preempt mandatory requirements
specified in the RFP.
L. PERMITS AND APPLICABLE LAWS
Offerors shall at their own expense obtain all necessary permits, certifications, and licenses and shall
comply with all applicable local, state, and federal laws, ordinances, rules, and regulations necessary
to the full execution of the requirements stated herein. If Offeror holds a professional certification which
is licensed by the state of Georgia, Offeror shall submit a copy of their valid professional
license. Offerors shall maintain all such permits, licenses, certifications, and compliances in a current
status throughout the course of the contract. Offerors shall submit copies of permits, licenses, and
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certifications evidencing proof of the aforementioned immediately upon request of DCSD. Offerors
shall be in compliance with registration with the Georgia Secretary of State’s office as applicable.
M. INFRINGEMENT
Offeror shall fully indemnify Indemnitees against any claims of infringement of any patent, copyright,
trade secret, trademark, or other intellectual property rights related to the offeror’s response to this RFP
or services performed upon contract award. Offeror’s obligation to indemnify any Indemnitee shall
survive the completion, expiration, or termination of offeror’s agreed-upon services for any reason.
N. OWNERSHIP RIGHTS
DCSD shall retain ownership rights to the contents of all documents, supporting literature, and data
submitted by offerors to this RFP.
O. NON-COLLUSION
Offerors shall fully certify that they, as individuals or as officials of a business entity, have not entered
into any agreement, participated in collusion, or otherwise taken any action in restraint of free and
competitive responses to this RFP. Further, offerors guarantee that their response is not made in
conjunction with or on behalf of another party and that they have not been directly or indirectly induced
in any manner or taken any action to result in a restriction of trade or in an unfair advantage. Offeror
must sign below acknowledging the above statement.
Elliott Davis, LLC / 5/19/2022
Signature of Engaging Official: ___________________________________________ Date: _____________
(Company Name / Certifying Official Signature)
P. CONFLICT OF INTEREST
Offeror shall use its best efforts to disclose with their proposal the name of any officer, director, or agent
who also is a DCSD employee, agent, representative, contractor, immediate family member (spouse,
child, sibling, or parent or the spouse of a child, sibling or parent) or DeKalb County Board of Education
member. Offerors shall also disclose the name of any DCSD employee, agent, representative,
contractor, immediate family member or board member who owns, directly or indirectly, an interest in
five percent or more in the Offeror’s company or any of its branches. In the event the Offeror was aware
of a conflict of interest prior to the award of the contract and did not disclose the conflict DCSD may, at
its discretion, terminate the contract for default. The Offeror further agrees that, if after award, a conflict
of interest is discovered, an immediate and full disclosure in writing must be made to the DCSD
Purchasing Department which must include a description of the action which the Offeror has taken or
proposes to take to avoid or mitigate such conflicts. If a conflict of interest is determined to exist, DCSD
may, at its discretion, cancel the contract. Offerors shall certify that their response to this RFP is
impartial, at arms-length, and free of any conflict of interest at this time, unfair advantage, or personal
benefit to any DCSD official.
Offeror must sign below acknowledging the above statement.
Elliott Davis, LLC /
Signature of Engaging Official: ___________________________________________ 5/19/2022
Date: _____________
(Company Name / Certifying Official Signature)
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 22
Q. FINANCIAL STABILITY
1. Offerors shall provide a copy of their company’s financial statements for the previous two (2)
years – for example 2020 and 2021.
2. Indicate here if your company is publicly traded or not publicly traded:
My company is publicly traded. _____/
X
My company is not publicly traded. _____/
3. If your company is a publicly traded company, provide a copy of your company’s annual report
for the previous two (2) years – for example 2020 and 2021.
4. List all civil and criminal proceedings your company has been the subject of, or named a party in,
and provide the outcome of those proceedings. This list should include any lawsuits, administrative
actions or litigation to which your company is currently a party or has been a party. Please explain
the basis for all claims, your response to those claims and state whether a settlement was reached
or a judgment entered.
5. State whether your company, or any affiliate currently or previously associated with your company,
has ever filed a petition in bankruptcy, taken any actions with respect to insolvency, reorganization,
receivership, moratoriums or assignment for the benefit of creditors, or otherwise sought relief from
creditors.
6. State whether your company was the subject of any order, judgment or decree not subsequently
reversed, suspended or vacated by any court permanently enjoining your company from engaging
in any type of business practice.
R. NO OBLIGATION/NO CONTRACT GUARANTEED
This RFP does not commit DCSD to contract with any offeror to this RFP. There is no guarantee of any
offeror receiving an award or contract as a result of submitting a response to this RFP.
Offeror must sign below acknowledging the above statement.
Elliott Davis, LLC /
Signature of Engaging Official:_____________________________ 5/19/2022
Date: _____________
(Company Name / Certifying Official Signature)
S. CONFIDENTIALITY AND NON-DISCLOSURE (MANDATORY REQUIREMENT)
Information made available to offerors by DCSD shall be used only for purposes related to responding
to this RFP and shall not be used for any other purpose without the express written permission of
DCSD.
Offerors to this RFP unequivocally agree to assume responsibility for protecting and safeguarding the
confidentiality of DCSD records that are not public information. Such information may include, but is
not limited to student and human resource file content.
Elliott Davis, LLC /
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 23
PART III
SCOPE OF WORK AND REQUIREMENTS
A. PURPOSE / PROJECT OVERVIEW
The DeKalb County School District (DCSD) is seeking highly qualified, capable and professional
entities with experience with K-12 school districts comparable to DCSD, to perform an independent
third party review of DCSD SPLOST IV and V capital programs..
The special purpose local option sales tax (SPLOST) is revenue to support the Capital Improvements
Plan for DeKalb County Schools. The DCSD Capital Improvements Plan consists of new schools,
school replacement, new additions, existing building modifications, renovations, ancillary facility
modification or renovations, facility expansions or consolidation, capital renewal, technology
improvements as well as other capital needs.
Awarded offeror shall provide services in accordance with the specifications, requirements and terms
and conditions stated herein. Services shall include all labor, materials, tools, specialized equipment,
supplies, electricity utilized, venue security cost for specialized equipment and supplies/materials
belonging to the offeror, trained personnel, insurance, travel, per diem, direct and indirect administrative
costs, overhead, tolls, parking, fuel, lodging, food, all other cost and charges, and all things and services
necessary to provide an independent third party review of capital programs in accordance with the
requirements of this RFP. There shall be no add-on charges of any kind.
DCSD at its discretion, determines the criteria and process whereby bids are evaluated and awarded.
No damages shall be recoverable by any challenger as a result of these determinations or decisions
by DCSD.
B. SCOPE OF WORK:
Offerors responding to this RFP are encouraged to be very specific and detailed in their responses to
the following Scope of Work. Responses to this RFP will be evaluated for quality,
comprehensiveness, and deliverables meeting the following scope of work and criteria. Please
submit your response labeled: Project Scope of Work.
The focus will be the construction components. The selected offeror will review and provide an in-
depth, detailed review to assure that the organization has performed in compliance with what DCSD
said it was going to do. This includes a review of whether end project (or work-to date) matches the
contract; whether the contract matched the DeKalb County Board of Education (BOE) authorization
and whether the BOE authorization match what was stated in the SPLOST referendum.
1. The awarded offeror’s review will detail the following construction component areas:
a. New Facilities and Additions
b. Facility Condition Improvements
c. Technology Improvements (network infrastructure projects)
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Projects to be reviewed include all construction, renovation, and infrastructure (including
telecommunication upgrades) projects identified in the Monthly Status Report for the Capital
Improvement Program 2017-2022 for the Period Ending February 28, 2022 with an individual project
budget of Three Million Dollars ($3M) or greater. Refer to Appendix 1 for the Monthly Status Report for
the Capital Improvement Program 2017-2022 for the Period Ending February 28, 2022. Appendix 1 is
uploaded as a separate file.
2. Submittals:
The selected offeror must submit the following:
a. A detailed methodology to complete the review. The methodology should include, but not be
limited to:
1. Discussion of planned data collection procedures;
2. Sample of documents to be used; and
3. Procedures to ensure the confidentiality of DCSD data.
b. Established, accurate data and benchmarks that consist of compliance requirements and a list
of external data sources
c. A concise plan of action to confirm that the review is consistent with current review criteria
standards and practices of the DCSD capital program and all local, state and federal guidelines.
d. Applicable contract language for future use to avoid misunderstandings.
e. Applicable oversight procedures for the future management of the DCSD capital program.
f. Recommendations regarding necessary standardized forms for future use to achieve consistent
records management of the DCSD capital program.
3. Experience and Qualifications.
Offeror must complete Attachment A, Description of Qualifications and Experience (page 29).
4. Employee Identification
Successful offeror shall provide each employee with proper identification with both the name of
the offeror and the employee. All Offeror employees are required to obtain a DCSD
Contractor’s Badge at Offeror’s expense. This identification must be worn on the outer
garment of the employee at all times when on DCSD premises.
5. Deliverables/Timeline
A preliminary report must be provided to the BOE no later than the fourth quarter of 2022.
6. Cost/Fee
Offerors must provide a firm fixed fee price for the review. Refer to Attachment B, Cost Proposal Form
(page 30).
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SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 25
C. COMPANY PROFILE
Offerors to this Request for Proposal are required to demonstrate, and include with their submissions
to this RFP, a full and complete company profile, to include, but not be limited to: the date of
establishment, mission statement, type and confirmation of company’s legal entity form, company’s
organizational structure/chart, principals’ names and titles, company size in relation to industry, number
of employees, company history, financial position, and all relevant current and past experience on
similar projects in comparable K-12 school districts and references for those projects. The offeror
should also include the educational background for staff that will be assigned to this project, including
the company’s overall experience in providing the requested services within this solicitation.
D. BACKGROUND CHECK
A criminal background check must be performed on all contractors, consultants, subcontractors,
volunteers and vendors (hereinafter jointly referred to as "Individuals") who provide services on DCSD
premises, supervise services on DCSD premises, or has contact with students. These Individuals shall
undergo the same criminal background check, within the last 365 days, as required by DCSD
employees. Such background checks will be performed by DCSD at the expense of the Individual at a
cost of $45.00 per individual. Additionally, any charges against the Individual, may be deemed
unacceptable in DCSD’s sole discretion regardless of whether dismissed, expunged, sealed, removed
from the record, treated as a “first offender” or dead docketed. Upon receipt and evaluation of DCSD’s
background check results, DCSD may demand that the Individual have no contact with DCSD students
or parents, or provide services to DCSD premises. Any failure of the contractor to obtain a criminal
records background check through DCSD, as stated herein, may result in termination of any resulting
contract between contractor and DCSD.
E. REFERENCES (MANDATORY REQUIREMENT)
Offeror must provide the names and contact phone numbers of at least three (3) current clients,
preferably clients comparable to DCSD, for whom the offeror is providing or has provided services as
defined within the scope of work. Refer to Attachment D – Offeror’s Reference Form, (page 32).
References will be contacted.
F. BROCHURES, CATALOGS, MANUALS, WEBSITES, LITERATURE
In addition to the formal response to this RFP, all offerors are encouraged to submit brochures,
catalogs, manuals, website materials, industry literature, DVD’s and any other marketing and
informational media which will support and enhance their submission value.
G. ADDED VALUE
Offerors are encouraged to describe in detail all added value or additional services or benefits available
and offered at no cost to DCSD in their RFP responses. Attach and label as “ADDED VALUE.”
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RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 26
H. AUTHORIZATION TO SELL
Offerors responding to this RFP must provide a Certificate of Authorization that authorizes offeror to
sell the manufacturer’s equipment, if applicable.
I. EVALUATION CRITERIA
DCSD advertises this RFP as an opportunity for interested and qualified firms specializing in providing
services to submit responses consistent with the scope of work stated herein. Offerors to this RFP are
encouraged to submit their most comprehensive, innovative and creative proposals for DCSD.
DCSD may, at its sole discretion, select or reject all or portions of the service(s) proposed from
responsive and responsible offerors. As a part of the evaluation process, DCSD may find it necessary
to evaluate the addition or deletion of components of an offeror’s proposal in order to make equivalent
comparisons to other proposals. DCSD will select the offeror whose proposal DCSD determines best
meets the needs of DCSD, based on the requirements and evaluation criteria set forth herein.
The determination of the successful proposal will be based upon information supplied by the offeror in
the RFP response and upon other information that will be obtained by DCSD as it deems necessary.
Proposal conformance to RFP instructions, terms, conditions, and requirements is critical to offeror
responsiveness.
The lowest-cost proposal submitted may not necessarily be determined to be the most responsive
and responsible proposal when all factors have been considered. However, the quoted price is an
important factor in the determination of the selected proposal.
All responsive offerors will be carefully reviewed and evaluated for responsibility, capacity, business
strength, qualifications, expertise, demonstrated experience in Independent Third Party Reviews of
Capital Programs for large urban public school districts and highest and best value to DCSD with
consideration to quality, approach, timeliness, dedicated personnel, and added value (if any).
Proposal conformance to RFP instructions, terms, conditions, and requirements is critical to offeror
responsiveness.
An Evaluation Committee will evaluate the proposals using the following criteria:
Relative Weight Evaluation Criteria Score
35% Approach to the Project (includes Methodology)
30% Corporate Qualifications and Experience
20% Cost
15% Capacity (includes ability to meet DCSD requirements and staff credentials
assigned to project and similar experience with other comparable K-12 school
districts)
100% TOTAL SCORE
Elliott Davis, LLC /
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SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 27
J. PAYMENTS
Offerors must provide a firm fixed price for the entire project. By submitting a response to this Request
for Professional Services, the successful offeror agrees that if the offeror does not complete the project
on a mutually agreed terms, at DCSD’s sole election, DCSD may terminate any remaining obligation
for performance under the agreement or contract; at DCSD’s sole election, any agreement or contract
will be terminated without recourse. DCSD, at its sole option, will have the right to seek a new offeror
to perform the required services.
K. TRANSITION PLAN
Transition on Commencement of Contract
The awarded offeror shall assume full services in accordance with the award of the RFP. The awarded
offeror shall coordinate and cooperate with DCSD’s existing provider(s) to ensure a smooth and orderly
transition with uninterrupted services.
Transition and Continuity of Service upon Expiration of Contract. Continuity of services is
necessary to DCSD. The awarded offeror agrees to this philosophy and upon expiration of contract,
agrees to:
• Exercise best efforts and cooperation for an orderly and efficient transition to another provider or to
DCSD.
• Negotiate a plan in good faith with successor to determine the nature and extent of the phase-in,
phase-out services required. The plan shall specify a date for services described in the plan and
shall be subject to approval by DCSD. The existing service providers shall provide sufficient
experienced personnel during the phase-in and phase-out periods to ensure that the imperious
services in the contract are maintained at the required level of need and proficiency.
• All DCSD property (including but not limited to, students and DCSD records, parts, equipment,
facilities, keys and materials) shall be returned to DCSD upon expiration of contract.
• Offeror shall include in their response any DCSD or any subsequent contractor requirements, if
offeror is awarded this contract and does not retain this contract upon its expiration.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 28
L. REQUIRED CONTENT / DOCUMENT CHECKLIST
IMPORTANT NOTICE: Failure to provide the information and/or documentation required in
this solicitation may cause the submission to be declared non-responsive and rejected.
Refer to Part I, Section G, Page 11, for additional information on the format and submission of proposals.
Offerors are required to submit one (1) original, one (1) duplicate copy and one (1) electronic copy (flash
drive) of the proposal of their response. Responses must be submitted on 8 ½” x 11” single-sided stock.
All RFP submissions must include the following items and attachments.
The Request for Proposals document, RFP 23-539, Independent Third Party Review of Capital
Programs MUST BE the first document in the submission; this document consists of 62 pages
and is located at https://dekalbschoolsga.ionwave.net/Login.aspx1
Table of Contents for your submission
• Addenda – Each individual Addendum must be printed, signed and inserted immediately
following the Table of Contents (Mandatory Requirement)
• Certificate of Insurance (Mandatory Requirement)
• Company Financial Statements and Company Annual Reports
• Attachment A – Description of Qualifications and Experience (Mandatory)
• Attachment B – Cost Proposal Form (Mandatory)
• Attachment C – Critical Paragraphs (Mandatory Requirement)
• Attachment D – Offeror’s Client Reference Form (Mandatory Requirement)
• Attachment E - Statement of Confidentiality and Non-Disclosure (Mandatory Requirement)
• Attachment F – Suspension and Debarment Certification (Mandatory Requirement)
• Attachment G – Immigration & Security Certification (Mandatory Requirement)
• Attachment I – Signature Page (Mandatory Requirement)
• Company Profile
• Brochures, Catalogs, Manuals, Websites, Literature, DVDs and other marketing media
• Project Scope of Work
• Added Value
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 29
Attachment A
RFP 23-539
Independent Third Party Review of Capital Programs
Description of Qualifications and Experience
Provide detail information for the sections below. Submit copies of related certification certificates
for each support technician proposed to work on this project. Additional pages may be added as
necessary.
Company Qualifications and Experience
1. Provide a brief history of the company including the number of years in business; provide firm’s
qualifications and experience in handling contracts of similar scope in terms.
2. Provide list of personnel that will be dedicated to performing the services to DCSD. The list of
personnel must identify each individual by name, title, qualifications, certification, and experience
in with independent third party reviews of capital programs.
Methodology and Operations
1. Provide your company’s methodology to provide an independent third party review of DCSD
capital programs, as outlined in the Scope of Work.
2. Provide your entity’s list of equipment resources that will be dedicated to performing the services
requested as outlined in the Scope of Work.
3. Provide your company’s quality assurance/quality control process, and sample copies of
previous review reports.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 30
ATTACHMENT B
RFP 23-539
Independent Third Party Review of Capital Programs
Cost Proposal Form
The undersigned Offeror agrees to the following total firm fixed fee for independent third party review
of DCSD Capital Programs as provided within this solicitation.
Awarded offeror shall provide services in accordance with the specifications, requirements and
terms and conditions stated herein. Services shall include all labor, materials, tools, specialized
equipment, supplies, trained personnel, insurance, travel, per diem, direct and indirect administrative
costs, overhead, tolls, parking, fuel, lodging, all other cost and charges, and all things and services
necessary to evaluate services in accordance with the requirements of this RFP. There shall be no
add-on charges of any kind.
Total Firm Fixed Fee for Independent Third Party Review of DCSD Capital Programs
__________________________________________Dollars) ($___________________)
Elliott Davis, LLC
___________________________________________________________________
Entity Name
_____________________________________________ ______________________
Authorized Entity Representative Name (please print) Title
_____________________________________________ ______________________
Authorized Entity Representative Signature Date
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 31
ATTACHMENT C
RFP 23-539
Independent Third Party Review of Capital Programs
Critical Paragraphs
Offerors must put their initials in the space provided in front of each critical paragraph and
sign below. Initials signify that the information has been read and the offeror agrees to comply
to the requirement, stipulations, terms and conditions. Attach and label “Critical Paragraph.”
1) ____ This RFP does not commit DCSD to any offeror to this RFP. DCSD is not liable for any costs
incurred by an offeror in responding to this RFP. There is no guarantee of any offeror receiving
an award or contract as a result of submitting a response to this RFP.
2) ____ Any news release or publicity pertaining to any phase of this RFP will be the responsibility of
DCSD and must be cleared through the DCSD’S Chief Communications and Community
Relations Officer.
3) ____ It is the responsibility of offerors to make themselves aware of and to comply with any addenda,
questions and answers posted to the DCSD website in relation to this RFP. All addenda must
be printed, signed by the certifying official and included in the RFP submittals. Failure to do so
will cause the offeror to be deemed non-responsive to the requirements of this RFP.
X
4) ____ Offerors to the RFP agree to fully indemnify DCSD as stated in the RFP, Part II, H, page 18.
X- please see proposed contract amendments. We cannot indemnify without risk of our professional liability insurance, which is
required for this RFP.
5) ____ Offerors certify that they have not engaged in collusion and guarantee that their response is not
made in conjunction with or on behalf of another party and that they have not been directly or
indirectly induced or acted in any manner to result in restriction of trade or unfair advantage.
6) ____ The DCSD reserves the right to reject any and/or all responses submitted and to waive any
technicalities or minor irregularities in responses received. DCSD reserves the right to award
any resulting contract in the manner that is in the best interest of and most advantageous DCSD.
7) ____ Offeror understands that this solicitation requires Board of Education Approval.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
_______________________________
Company Name Providing Reference
_______________________________
Address City/State/Zip
_______________________________
Name of Contact Person
_______________________________
Telephone Number of Contact Person
_______________________________
Email Address of Contact Person
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary):
February 2015 - Present
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed Single Audit, Agreed-Upon Procedures, Tax Services, and other
__________________________________________________________________________________________
consultative review projects for the District since 2018.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 33
ATTACHMENT E
RFP 23-539
Independent Third Party Review of Capital Programs
Statement of Confidentiality and Non-Disclosure
Any non-public information made available to the offeror by DCSD in relation to this RFP shall be used
only for those purposes outlined in the RFP document and shall not be used in any other way without
the written permission of the DCSD.
If the offeror is uncertain about the proposed use of information provided in relation to this RFP, the
offeror shall consult with the DCSD RFP contact person as identified in the RFP document for
clarification.
The offeror agrees to assume full responsibility for protecting the confidentiality of DCSD records that
are not public information. Such information may include, but is not limited to student and employee
data and other written and oral information of a personal and/or confidential nature, which shall be
safeguarded by the offeror to ensure that it is not improperly disclosed.
Elliott Davis, LLC
__________________________________
Offeror Company Name
Robert j. Brietz
__________________________________
Company Representative
5/19/2022
__________________________________
Date
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 34
ATTACHMENT F
RFP 23-539
Independent Third Party Review of Capital Programs
SUSPENSION AND DEBARMENT CERTIFICATION
By submitting this RFP, the offeror certifies that the proposing company and/or its principals have not been
suspended, excluded, disqualified, debarred, proposed for debarment, declared ineligible or voluntarily excluded
from participation in any transaction by any federal or state department or agency and that the offeror complies
with all applicable orders, rules and regulations related thereto.
Further, by submitting this RFP, the offeror certifies that all lower tier participating individuals and/or company(s)
and all respective principals of lower tier participants have not been suspended, excluded, disqualified, debarred,
proposed for debarment, declared ineligible or voluntarily excluded from participation in any transaction by any
federal or state department or agency and that the offeror complies with all applicable orders, rules and
regulations related thereto.
The certification placed herein is a material representation of fact upon which reliance will be placed as RFP
submissions are evaluated and any transaction is entered into. If it is later determined that the prospective
offeror has knowingly rendered an erroneous certification, the DCSD may pursue all available remedies,
including but not limited to suspension and/or debarment.
The prospective offeror shall provide immediate written notice to the DCSD Purchasing Department if at any
time the prospective offeror learns that its certification was erroneous when submitted or has become erroneous
by reason of changed circumstances.
The prospective offeror agrees by submitting this form that, should the proposed transaction be entered into, the
prospective offeror shall not knowingly enter into any lower tier transaction with a person or entity that is
debarred, suspended, declared ineligible, or voluntarily excluded from participation in this transaction.
By signing and submitting this form, the offeror is providing the certification set out above.
Elliott Davis, LLC / 5/19/2022
Signature of Engaging Official: _________________________________________ Date: _____________
(Offeror Company Name/Certifying Official Signature)
Further, the DCSD’s Purchasing Department will check the SAMS website at http://sams.gov to determine if
the offeror is listed.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 35
ATTACHMENT G
RFP 23-539
Independent Third Party Review of Capital Programs
IMMIGRATION & SECURITY CERTIFICATION
If you are providing service, performing work or delivering goods to the DeKalb County Board of
Education/DeKalb County School District including, but not limited to schools, warehouses and central
offices, the applicable Georgia Security and Immigration Compliance documents found here must be
completed, signed, notarized and submitted with your bid/proposal. Failure to provide this document
with your bid/proposal will result in the disqualification of the bid/proposal.
1) Offeror/Bidder (the "Offeror") shall at all times comply with the Georgia Security and Immigration
Compliance Act, as amended, O.C.G.A. § 13-10-90 et. seq.
2) In order to insure compliance with the Immigration Reform and Control Act of 1986 (IRCA), D.L. 99-
603 and the Georgia Security and Immigration Compliance Act, as amended by the Illegal
Immigration Reform Act of 2011, O.C.G.A. § 13-10-90 et. seq. (collectively the “Act”), the Offeror
MUST INITIAL the statement applicable to Offeror below:
(a) _______ (Initial here): order to comply with the Act; is authorized to use and uses the federal
authorization program under the federal work authorization user identification number issued on
the date of authorization below; will continue to use the authorization program throughout the
contract period; Offeror further warrants and agrees Offeror shall execute and return any and all
affidavits required by the Act and the rules and regulations issued by the Georgia Department of
Labor as set forth at Rule 300-10-1-.01 et. seq. [Offerors who initial (a) must attach and return a
signed, notarized Contractor Affidavit and Agreement with the Contract if awarded];
or
(b) _______ (Initial here): Offeror warrants that he/she does not employ any other persons, and
he/she does not intend to hire any employees or to perform the Contract. [Offerors who initial (b)
must attach and return a signed, notarized Affidavit of Exception with the Contract if awarded];
or
(c) ________ (Initial here): Offeror is an individual who is licensed pursuant to Title 26 or Title 43 or by
the State Bar of Georgia and is in good standing when such contract is for services to be rendered
by such individual and thus does not have to provide an affidavit.
3) _____ (Initial here) Offeror will not employ or contract with any subcontractor in connection with a
covered contract unless the subcontractor is registered, authorized to use, and uses the federal work
authorization program; and provides Offeror with all affidavits required by the Act and the rules and
regulations issued by the Georgia Department of Labor as set forth at Rule 300-10-1-.01 et. seq.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 36
4) _____ (Initial here) Offeror agrees that, if Offeror employs or contracts with any sub-contractor in
connection with the covered contract under the Act and DOL Rules 300-10-1- .01, et seq that Offeror will
secure from each sub -contractor at the time of the contract the sub-contractor’s name and address, the
employee-number applicable to the sub-contractor, the date the authorization to use the federal work
authorization program was granted to sub-contractor; the subcontractor’s attestation of the
subcontractor’s compliance with the Act and Georgia Department of Labor Rule 300-10-1-.01, et seq.;
and the subcontractor’s agreement not to contract with sub-subcontractors unless the sub-subcontractor
is registered, authorized to use, and uses the federal work authorization program; and provides
subcontractor with all affidavits required by the Act and the rules and regulations issued by the Georgia
Department of Labor as set forth at Rule 300-10-1-.01 et. seq.
5) ______ (Initial here)Offeror agrees to provide the DeKalb County School District with all affidavits of
compliance as required by O.C.G.A. § 13-10-90 et seq. and Georgia Department of Labor Rules 300-10-
1-.01, et seq within five (5) business days of receipt.
5/19/2022
_____________________________ ______________________________
Signature Date
1273555 2014
_____________________________ ______________________________
EEV/Basic Pilot Program Date of Authorization
User Identification Number
Elliott Davis, LLC
Firm Name: __________________________________________________________
355 S. Main Street, Ste 500
Street/Mailing Address: ________________________________________________
Greenville, SC 29601
City, State, Zip Code: __________________________________________________
864.250.3936
Telephone Number: ___________________________________________________
jimmy.buddenberg@elliottdavis.com
Email Address: _______________________________________________________
SUBSCRIBED AND SWORN
BEFORE ME ON THIS THE
______ DAY OF_____________________, 20____
___________________________________________________
Notary Public
My Commission Expires: ___________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 37
DEKALB COUNTY SCHOOL DISTRICT
Offeror E-Verify Affidavit
By executing this affidavit, the undersigned Offeror verifies its compliance with Immigration Reform and
Control Act of 1986 (IRCA), Pub.L. 99-603, stating affirmatively that the individual firm or corporation which is
engaged in services on behalf of the DeKalb County School District has registered with, is authorized to use
and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement
program, in accordance with the applicable provisions and deadlines established by federal law and regulation.
Furthermore, the undersigned Offeror will continue to use the federal work authorization program throughout the
contract period. Offeror hereby attests that its federal work authorization user identification number and date of
authorization are as follows:
Federal Work Authorization User Identification 1273555
number:
Date of Authorization: 2014
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
May ____,
18 2022 Greenville SC
Executed on _____, 201__ in ___________________________________, __________
(city) (state)
Signature of Authorized Officer or Agent
Printed Name and Title of Authorized Agent: Jimmy Buddenberg
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE _________ DAY OF _________, 201__.
Notary Public
My Commission Expires:
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 38
DEKALB COUNTY SCHOOL DISTRICT
Contractor Affidavit under O.C.G.A. § 13-10-91(b)(1)
By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, stating
affirmatively that the individual firm or corporation which is engaged in the physical performance of services on
behalf of the DeKalb County School District has registered with, is authorized to use and uses the federal work
authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance
with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned
contractor will continue to use the federal work authorization program throughout the contract period and the
undersigned contractor will contract for the physical performance of services in satisfaction of such contract only
with subcontractors who present an affidavit to the contractor with the information required by O.C.G.A. § 13-10-
91(b). Contractor hereby attests that its federal work authorization user identification number and date of
authorization are as follows:
Federal Work Authorization User Identification
1273555
number:
Date of Authorization:
2014
Name of Subcontractor:
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
18 2022
May ____,
Executed on _____,
Greenville SC
201__ in ___________________________________, __________
(city) (state)
Signature of Authorized Officer or Agent
Printed Name and Title of Authorized Agent: Jimmy Buddenberg
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE _________ DAY OF _________, 201__.
Notary Public
My Commission Expires:
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 39
DEKALB COUNTY SCHOOL DISTRICT
Subcontractor Affidavit under O.C.G.A. § 13-10-91(b)(3)
By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, stating
affirmatively that the individual, firm or corporation which is engaged in the physical performance of services
under a contract with _________________________________________ on behalf of the DeKalb County
School District has registered with, is authorized to use and uses the federal work authorization program
commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable
provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned subcontractor will
continue to use the federal work authorization program throughout the contract period and the undersigned
subcontractor will contract for the physical performance of services in satisfaction of such contract only with sub-
subcontractors who present an affidavit to the subcontractor with the information required by O.C.G.A. § 13-10-
91(b). Additionally, the undersigned subcontractor will forward notice of the receipt of an affidavit from a sub-
subcontractor to the contractor within five (5) business days of receipt. Subcontractor hereby attests that its
federal work authorization user identification number and date of authorization are as follows:
Federal Work Authorization User Identification Number:
1273555
Date of Authorization: 2014
Name of Subcontractor:
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
May __________,
18 Greenville
2022 in __________________________________, __________
SC
Executed on _____, 201___
(city) (state)
Signature of Authorized Officer or Agent
Jimmy Buddenberg
Printed Name and Title of Authorized Agent:
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE _________ DAY OF _________, 201__.
Notary Public
My Commission Expires:
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 40
DEKALB COUNTY SCHOOL DISTRICT
Sub-subcontractor Affidavit under O.C.G.A. § 13-10-91(b)(4)
By executing this affidavit, the undersigned sub-subcontractor verifies its compliance with O.C.G.A.§ 13-10-91,
stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of
services under a contract for _______________________________________ and
______________________________________ on behalf of the DeKalb County School District has
registered with, is authorized to use and uses the federal work authorization program commonly known as E-
Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines
established in O.C.G.A. § 13-10-91. Furthermore, the undersigned sub-subcontractor will continue to use the
federal work authorization program throughout the contract period and the undersigned sub-subcontractor will
contract for the physical performance of services in satisfaction of such contract only with sub-subcontractors
who present an affidavit to the sub-subcontractor with information required by O.C.G.A §13-10-91(b). The
undersigned sub-subcontractor shall submit, at the time of such contract, this affidavit to
___________________________________________________. Additionally, the undersigned sub-
subcontractor will forward notice of the receipt of any affidavit from a sub-subcontractor to the contractor within
five (5) business days of receipt. Sub-subcontractor hereby attests that its federal work authorization user
identification number and date of authorization are as follows:
Federal Work Authorization User Identification Number: 1273555
Date of Authorization: 2014
Name of Sub-subcontractor:
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
18 2022 Greenville
May __________, 201___ in ___________________________________, __________ SC
Executed on ____,
(city) (state)
Signature of Authorized Officer or Agent
Printed Name and Title of Authorized Agent: Jimmy Buddenberg
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE _________ DAY OF _________, 201__.
Notary Public
My Commission Expires:
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 41
ATTACHMENT H
SERVICE AGREEMENT
BETWEEN THE
DEKALB COUNTY SCHOOL DISTRICT
AND _______________________
Service Provider: ___________________
Project Name: ___________________
Address: ___________________
___________________
RFP No.: 23-539
Description: Independent Third Party
Review of Capital Programs
41
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 42
THIS SERVICES AGREEMENT and the below referenced documents attached as Exhibits (hereinafter the
“Service Agreement") is made and entered into by and between the DeKalb County School District (hereinafter the “DCSD”)
whose address is 1701 Mountain Industrial Boulevard, Stone Mountain, Georgia 30083 and ________________________
(hereinafter the "Service Provider") whose physical address is ________________________. DCSD and Service Provider are
referred to herein collectively as the “Parties” and individually as a “Party.”
WHEREAS, DCSD desires to retain the services of a competent and qualified Service Provider to provide
_______________________________ services; and
WHEREAS, the DCSD has solicited for these services via an advertised request for proposals and has received
numerous responsive proposals thereto; and
WHEREAS, after review and consideration of all responsive proposals, DCSD intends to engage the Service
Provider to provide _______________________________ services; and
WHEREAS, the Service Provider remains agreeable to provide DCSD the _______________________________
services and represents that it is competent, qualified, capable, and prepared to do so according to the terms and conditions
stated herein;
The Service Agreement consist of:
a. This Service Agreement (Agreement for Services);
b. Request for Proposal (RFP) No. 23-539 (Exhibit A);
c. The Service Provider’s Proposal to the above-numbered RFP, including pricing, and any applicable Scope
of Services and any applicable Payment and Payment Terms Schedule attached except that objections or
amendments by Service Provider that have not been explicitly accepted by DCSD in writing in this Service
Agreement shall not be included in this Service Agreement and shall be given no weight or consideration;
(Exhibit B);
d. Board Directive Signed by the Superintendent and dated ___________ (Exhibit C); and
e. Notice of Award dated ___________ (Exhibit D).
This Service Agreement together with the aforementioned exhibits collectively forms the Service Agreement. All prior and
contemporaneous negotiations and Service Agreements between the Parties on the matters contained in this Service Agreement
are expressly merged into and superseded by this Service Agreement. DCSD shall not be bound by any additional terms and
conditions, including but not limited to, terms and conditions related to any provided service or good, limitations of the Service
Provider’s liability or any other third party's liability, limitation of warranties, packaging, invoices, service catalog, brochure,
technical data sheet, electronic disclosures, electronic Service Agreements, or other document which attempts to impose any
conditions at variance with or in addition to the terms and conditions of this Service Agreement.
Any inconsistency or conflict among the specific provisions of this Service Agreement shall be resolved as follows:
a. First, by giving preference to the specific provisions of this Service Agreement and any change orders or
modifications issued after execution of this Service Agreement;
b. Second, by giving preference to the specific provisions of the RFP attached hereto as Exhibit “A;”
c. Third, by giving preference to the specific provisions of Service Provider’s Proposal, including pricing
and any applicable Scope of Services and any applicable Payment and Payment Terms Schedule attached
hereto as Exhibit “B,” except that objections or amendments by Service Provider that have not been
explicitly accepted by DCSD in writing in this shall not be included in this Service Agreement and shall
be given no weight or consideration.
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 43
NOW, THEREFORE, in consideration of the mutual promises, covenants and Service Agreements stated herein, and
for other good and valuable consideration, the sufficiency of which is hereby acknowledged by the Parties, DCSD and the
Service Provider agree as follows:
ARTICLE 1
PARTIES TO THE SERVICE AGREEMENT
The DCSD’s address and its contact person are:
DeKalb County School District
1701 Mountain Industrial Blvd.
Stone Mountain, GA 30083
Attention: _______________________________
Phone: ____________
Fax: ____________
Email: _______________________
With a copy to:
DeKalb County School District
1701 Mountain Industrial Boulevard
Stone Mountain, Georgia 30083
Attention: Mrs. Cheryl Watson-Harris, Superintendent
The Service Provider’s contact information is:
Company Name: _____________________
Address: _____________________
_____________________
Contact Person: _____________________
Title: _____________________
Phone No. Office: _________________________
Email: __________________________
Any notice or consent required to be given by or on behalf of any Party hereto to any other Party hereto shall be in
writing an shall be sent to DCSD or to the Service Provider by (a) registered or certified United States mail, return receipt
requested, postage prepaid, (b) personal delivery, or (c) overnight courier service. All notices sent to the above addresses shall
be binding unless said address is changed, and provided in writing to the other Party, no less than fourteen days before such
notice is sent.
ARTICLE 2
DURATION OF AGREEMENT
2.1 Agreement Term. The term of this Service Agreement begins on the date executed by the last Party to
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execute below (hereinafter the “Effective Date”). The performance period for this Service Agreement is one (1) year
from the Effective Date.
2.2 Agreement Renewal. In addition to the base period of one (1) year, there are four (4) one-year optional
renewal terms (each a "Renewal Term") to be exercised at the sole discretion and approval of DCSD. Additionally, as
required by O.C.G.A. § 20-2-506, this Service Agreement shall terminate absolutely and without further obligation on the
part of DCSD at the close of the calendar year in which it was executed and at the close of each succeeding calendar year
for which it may be renewed, but shall be automatically renewed for each subsequent calendar year during the term unless
DCSD terminates this Service Agreement, by providing Service Provider with thirty (30) days advance notice of
termination prior to the end of the calendar year. Renewal will depend upon the best interests of the DCSD, funding, and
Service Provider’s performance subject to the other termination methods available to the DCSD herein.
2.3 Total Obligation. Pursuant to O.C.G.A § 20-2-506(b), DCSD’s total obligation under this Agreement is as
follows:
2019 $_______________________
ARTICLE 3
SCOPE OF SERVICES
3.1 DCSD does hereby retain Service Provider to furnish those services and to perform those tasks (collectively,
the “Services”) as further described in (i) the DCSD’s Request for Proposal ________, to include all attachments and addenda,
attached hereto as Exhibit “A” and incorporated herein by reference; and (ii) the Service Provider’s final responsive thereto,
attached hereto as Exhibit “B” and incorporated into this Agreement by this reference. A complete copy of the Scope of Work
section of RFP #_______, to include the Service Provider’s final responsive proposal, is attached as Exhibit “B” and made a
part of this Service Agreement.
3.2 Service Provider shall be solely responsible for the professional quality, accuracy, competence,
methodology, and the coordination of all Services performed pursuant to this Agreement.
3.3 DCSD’s review, approval, or acceptance of any of the Service Provider’s Services shall not be construed to:
(i) operate as a waiver of any rights the DCSD possesses under this Agreement; or (ii) waive or release any claim or cause of
action arising out of the Service Provider’s performance or nonperformance of this Agreement. The Service Provider shall
always remain liable to the DCSD in accordance with applicable law for any and all damages to the DCSD caused by the
Service Provider’s breach of this Agreement.
ARTICLE 4
COMPENSATION
4.1 The Service Provider agrees that the compensation for all services under this Service Agreement shall be
the specific price set forth in the attached Exhibit “A” and Exhibit “B.” There shall be no add-on charges of any kind.
ARTICLE 5
WORKING RELATIONSHIP
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5.1 The Service Provider will function in cooperation with the DCSD’s designated representative, which is set
forth in Article 1 of this Service Agreement. The Service Provider will consult with the DCSD’s representative before finalizing
recommendations or taking action at Program milestones or other key decision points. The Service Provider shall fully
cooperate with the DCSD and, if applicable, the DCSD’s representative or designee. Such cooperation shall include, without
limitation, providing any requested information to the DCSD’s representative and advising, meeting with, consulting with, and
coordinating with the DCSD’s representative.
5.2 The DCSD shall have the right, at its sole discretion, to demand and require the Service Provider to remove
any employee or subcontractor working for the Service Provider on the Program and to replace the employee or subcontractor
without cost or liability to the DCSD.
5.3 For purposes of safety and otherwise, the Service Provider, at all times, shall ensure its ability to thoroughly
and clearly communicate, in any and all necessary languages, with the DCSD representative and with the Service Provider’s
employees, agents, representatives, and subcontractors. The Service Provider agrees to employ one or more supervisory-level
personnel capable of thoroughly and clearly communicating, in any and all necessary languages, with the DCSD’s
representative and with the Service Provider’s employees, agents, representatives, and subcontractors, and that such
supervisory-level and language-capable personnel shall be stationed at and assigned to the location(s) or site(s) where, and at
all times when, any and all work or services under this Service Agreement shall be performed.
5.4 The Service Provider shall ensure that any and all electronic devices, computers, software, hardware,
equipment and other similar and related items that are utilized by the Service Provider, or any entity or person under the Service
Provider’s supervision or control, do not harm, or allow harm, to the DCSD’s computers, systems, networks, and technology.
The Service Provider shall take any and all measures possible to protect the DCSD’s computers, systems, networks, and
technology from viruses and other malicious codes.
ARTICLE 6
INVOICING AND AGREEMENT PRICE
6.1 Invoices. The Service Provider shall submit invoices, to DCSD, for services rendered pursuant to the attached
Exhibit “A” and Exhibit “B.” Invoices will be paid by DCSD within thirty (30) days after receipt of the invoice from the
Service Provider. All invoices shall be submitted by Service Provider shall be submitted to: Ms. Carla Smith, Purchasing
Manager III, DeKalb County School District, 1701 Mountain Industrial Boulevard, Stone Mountain, Georgia, 30083.
6.2 Agreement Price. DCSD shall pay, and the Service Provider shall accept, as full and complete payment for
the Contractor's timely performance of its obligations hereunder the fixed price listed in Section 2.3. The price set forth in
Paragraph 2.3 shall constitute the Agreement Price, which shall not be modified except where evidence acceptable to DCSD
of changed market conditions and indices is produced. Any such proposed price escalation /de-escalation must be presented
in writing with substantiating proof to DCSD, for approval, a minimum of ninety (90) days prior to taking effect.
ARTICLE 7
CANCELLATION OR TERMINATION BY DCSD
7.1 DCSD reserves the right to cancel or terminate this Service Agreement at any time for any reason, with
notice in writing to the Service Provider. In the event of cancellation or termination, the DCSD shall pay to the Service Provider
all compensation earned for actual services rendered. Any cancellation or termination by DCSD shall be effective within thirty
(30) business days of the receipt of such cancellation or termination to Service Provider by DCSD.
7.2 Upon termination of this Service Agreement, the Service Provider shall:
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7.2.1 Cease work under the Service Agreement and take all necessary or appropriate steps to limit
disbursements and minimize costs
7.2.2 Immediately cease using and return to the DCSD, any personal property or materials, whether
tangible or intangible, provided by the DCSD to the Service Provider
7.2.3 Cooperate in good faith with the DCSD and its employees, agents and contractors during the
transition period between the notification of termination and the substitution of any replacement
contractor(s); and
7.2.4 Immediately return to the DCSD any payments made by the DCSD for Services that were not
delivered or rendered by the Service Provider.
ARTICLE 8
INDEPENDENT CONTRACTOR
8.1 The Service Provider and its employees shall perform as an independent contractor and not an employee or
representative of the DCSD. The Service Provider retains sole and exclusive liability for all contributions, taxes or payments
required to be made on account of the Service Provider’s employees under federal or state income tax laws, unemployment and
workers’ compensation acts, social security acts, and all other legislation requiring employer contributions or withholdings.
8.2 The Service Provider shall maintain strict discipline among all personnel employed at
DCSD, nor shall any person employed on any Program site have in his or her possession any drugs, alcohol or firearms.
Unprofessional conduct, including but not limited to horseplay, wrestling, and fighting, shall not be permitted or allowed. No
employee, subcontractor or representative of the Service Provider shall use any tobacco product while at any Program site, on
any property owned by DCSD or at any function or event sponsored by or held on behalf of DCSD.
8.3 The Service Provider agrees that the Service Provider is not an employee of DCSD for purposes of the Patient
Protection and Affordable Care Act, 42 U.S.C. § 18001, et seq. (“ACA”), or for any other purpose. The Service Provider
agrees that the Service Provider will be responsible for reporting requirements under the ACA and certifies that the Service
Provider has their own individual health plan coverage. The Service Provider agrees that the Service Provider shall make the
necessary federal, state, and local filings and returns as required by law at the appropriate times, including, but not limited to,
federal, state, and local income tax (including estimates), filings and returns required by the Self-Employment Contribution
Act, and any other filing or return, required by federal, state, or local government. With respect to ACA compliance obligations,
Service Provider acknowledges and agrees that:
• Service Provider is responsible for filing Form 1094-C and Form 1095-C with respect to all
assigned workers assigned to DCSD;
• Service Provider is responsible for compliance with Internal Revenue Code Section 4980H
with respect to assigned workers;
• If requested by DCSD in connection with any governmental audit or inquiry, Service Provider
will cooperate in furnishing DCSD with detailed information on assigned workers as
reasonably needed for DCSD to respond to such audit or inquiry, and at no additional charge;
• Service Provider will offer health plan coverage to assigned workers (and their dependents)
that complies with the ACA's minimum value and affordability requirements and, during the
term of their staffing Service Agreement; and
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• In addition to any existing indemnification obligations set forth in Article 20, herein, Service
Provider agrees to reimburse DCSD for any penalty or tax imposed against DCSD with respect
to any assigned worker, and to indemnify and hold harmless DCSD against all liabilities,
penalties and fees that may be imposed upon DCSD, under Internal Revenue Code Section
4980H(a) or (b); provided that DCSD will provide prompt notice to Service Provider of its
receipt of any notice of assessment of penalty or taxes under Code Section 4980H and Service
Provider will cooperate fully with DCSD in contesting such assessment and accepting
responsibility for its assigned workers.
ARTICLE 9
RESPONSIBILITY FOR SERVICES
9.1 In the performance of this Service Agreement, the Service Provider warrants that it shall consistently render
its best efforts and shall exercise that degree of skill and care which others would exercise in like circumstances and that its
Services will be performed without errors or omissions. Service Provider shall be responsible for the accuracy of its Services
and any error and/or omission made by the Service Provider in any work under this Service Agreement. Services performed
by the Service Provider shall be subject to review and acceptance in stages as required by the DCSD. Acceptance shall not
relieve the Service Provider of its professional obligation to correct, at Service Provider’s own expense, any errors in the S.
9.2 If Services performed by the Service Provider fail to meet the standards set forth in Paragraph 9.1, the DCSD
may elect to have the Service Provider re-perform, or cause to be re-performed, at no cost to the DCSD any of the Services
which fail to meet said standards where: (i) such failure appears during the performance of the Service Provider’s Services or
within one year from the date of completion of the Service Provider’s Services, and (ii) the DCSD notifies Service Provider of
any such failure within sixty (60) days of the time that the failure becomes apparent. This Paragraph 9.2 shall not be interpreted
to limit the right of the DCSD to pursue and obtain any and all other remedies against the Service Provider at law or in equity.
9.3 Service Provider warranties that any goods to be produced to or delivered to DCSD during the course and
scope of work for this Program will be of merchantable quality, free from defects in materials and workmanship.
9.4 DCSD acknowledges that the Service Provider shall be entitled to rely on the accuracy and currency of
information supplied by the DCSD or by any of the DCSD’s contractors or consultants, or available from generally accepted
reputable sources.
9.5 DCSD MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED.
ARTICLE 10
OWNERSHIP OF WORK PRODUCT
10.1 Any reports, recommendations, estimates, specifications, drawings, technical data, sketches, computer
software, and all other information developed, created, procured or requested by the Service Provider in connection with its
performance under this Service Agreement (the “Information”) shall be the property of the DCSD. In entering into this Service
Agreement, the Service Provider hereby transfers to the DCSD all right, title, and interest, including the copyright, in and to the
Information.
10.2 Any reports, recommendations, estimates, specification, drawings, technical data, sketches, computer
software, and all other information developed by equipment vendors or other third parties that relate to the Program shall be
the property of the DCSD. This provision shall not act to transfer rights of DCSDs of standard software or specification
packages for which copyright is retained by the developer.
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10.3 All original technical data, evaluations, reports and other work product of the Service Provider shall be
delivered to the DCSD upon the completion, cancellation or termination of Services under this Service Agreement within three
(3) business days of such completion, cancellation or termination. The Service Provider may retain one (1) copy of all
documents produced by the Contractor for its permanent file.
ARTICLE 11
ACCOUNTING AND RECORDS
11.1 The Service Provider shall maintain a system of accounting and record keeping for all Services. Further, the
Service Provider will allow the DCSD’s inspection of necessary supporting receipts and documentation for audit purposes for
a period of six (6) years after completion of Services provided under this Service Agreement.
ARTICLE 12
COMPLIANCE WITH LAWS
12.1 The Service Provider shall comply with all federal, state and local laws, regulations, ordinances, and DeKalb
County Board of Education policies that are in any way applicable to the performance of its Services under this Service
Agreement including but not limited to laws governing health, safety, the protection or preservation of the environment, and
occupational licensing.
ARTICLE 13
EQUAL EMPLOYMENT OPPORTUNITY
13.1 The Service Provider will not discriminate against any worker, employee or applicant for employment
because of race, color, religion, sex, national origin, age, citizenship status, veteran status, sexual orientation or handicap. The
Service Provider will take affirmative action to ensure that applicants are employed, and that workers are treated during
employment, without regard to their race, color, religion, sex, national origin, age, citizenship status, veteran status, sexual
orientation or handicap. Such action shall include, but not be limited to the following: employment, upgrading, demotion, or
transfer, recruitment, or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and
selection for training, including apprenticeship.
ARTICLE 14
CONTINGENCY FEES
14.1 The Service Provider represents that it has not employed and shall not employ any person other than its own
principals and employees to solicit this Service Agreement or any contract with the DCSD, and that it has not and shall not pay
any person other than its own principals and employees any fee, commission, percentage, gift or other consideration contingent
upon or resulting from the award or making of this Service Agreement or any other contract with the DCSD
ARTICLE 15
SUBCONTRACTORS
15.1 Service Provider shall manage all work and Services performed under this Service Agreement. Upon the
DCSD’s prior written consent, the Service Provider may subcontract all or part of the Services to be provided. In such event,
the rights and obligations of the Service Provider and the DCSD will not be diminished.
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15.2 All of the Service Provider’s Subcontractors shall be directly responsible to Service Provider and shall be
under the Service Provider’s direct supervision. The Service Provider shall be as fully responsible and accountable to the DCSD
for the acts and omissions of its Subcontractors and of persons either directly or indirectly employed by Subcontractors in the
performance of Services under this Service Agreement as the Service Provider is for the acts and omissions of persons it directly
employs. Other than the DCSD being a third-party beneficiary to any Service Agreement between the Service Provider and its
Subcontractors, no other contractual relationship between DCSD and any subcontractor is created by any provision contained
in this Service Agreement.
15.3 If the Service Provider utilizes Subcontractor(s) with respect to this Service Agreement then the Service
Provider will require Subcontractor(s) to comply with all terms and conditions of this Service Agreement including, but not
limited to the insurance requirements. The Contractor shall require all Subcontractors to supply a certificate of insurance as
required herein before the Subcontractor commences any work.
ARTICLE 16
SUCCESSORS AND ASSIGNS
16.1 The Service Provider shall not assign its rights hereunder, excepting its right to payment, nor shall it delegate
any of its duties hereunder without the written consent of the DCSD. Subject to the provisions of the immediately preceding
sentence, each Party hereto binds itself, its successors, assigns and legal representatives to the other and to the successors,
assigns and legal representatives of such other Party.
ARTICLE 17
INSURANCE
17.1 The Service Provider and all Subcontractors shall maintain insurance in the types and coverage amounts
shown below, which insurance shall provide coverage for Service Provider during the term of this Service Agreement. Prior
to the date the Service Provider signs this Service Agreement, the Service Provider shall provide the DCSD with (i) an
endorsement from the insurer naming the DeKalb County School District and The DeKalb County Board of Education as an
additional insured under the liability policies and (ii) certificate(s) verifying that these insurance coverages and limits are in
force. Additional certificates of insurance shall be provided whenever individual policies are renewed (or replaced) on their
anniversary date and at such other times as the DCSD requests.
17.2 If the Service Provider is a joint venture involving two (2) or more entities, then each independent entity
shall satisfy the limits and coverages specified below or the joint venture will be a named insured under each respective policy
specified.
17.3 The insurance requirements of this Service Agreement are:
Type of Insurance Coverage Limits
Workers Compensation $1,000,000
Employer’s Liability $1,000,000 annual aggregate
Comprehensive General Liability $2,000,000 annual aggregate
Including Contractual Liability, $1,000,000 per occurrence
Bodily Injury and Property Damage
Comprehensive Auto Liability $3,000,000 per accident
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Bodily Injury and Property Damage
Covering Owned, Hired and Non-Owned Autos
Professional Liability
Umbrella or Excess Insurance $5,000,000 annual aggregate
17.4 The Service Provider waives all rights, including rights of subrogation, against the DCSD and its respective
directors, officers, partners, Board Members, officials, agents, insurers, subcontractors, consultants and employees for damages
covered by any type of insurance during and after the completion of the Work.
17.5 Certificates of Insurance must be executed with the following provisions:
(a) Certificates to contain policy number, policy limits, and policy expiration date of all policies issued in
accordance with this Service Agreement;
(b) Certificates to contain the project number, location of property, name of property and operations
information to which the insurance applies;
(c) Certificates are to be issued to:
DeKalb County School District
DeKalb County Board of Education
1701 Mountain Industrial Blvd.
Stone Mountain, GA 30083
Attention: Risk Management Department
(d) Certificates shall state that the policy or policies shall not expire, be cancelled or altered without at least
sixty (60) days prior written notice to the DCSD.
(e) Service Provider shall be responsible and have the financial wherewithal to cover any deductibles or
retentions included on the certificate of insurance.
ARTICLE 18
ILLEGAL IMMIGRATION REFORM AND ENFORCEMENT ACT OF 2011
18.1 The Illegal Immigration Reform and Enforcement Act of 2011 applies to and is a requirement for all DCSD
Contracts for physical performance of services (i.e. public works contracts).
18.2 Service Provider’s compliance is set forth in Exhibit “B”. The Service Provider warrants and represents that
evidence of the Service Provider and their subcontractor(s)’ compliance by completing the following forms is included in
Exhibit “B” and incorporated herein as reference:
(a) Immigration and Security Certification
(b) Contractor Affidavit
(c) Subcontractor Affidavit
(d) Sub-Subcontractor Affidavit
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ARTICLE 19
TERMINATION FOR CAUSE
19.1 Either Party hereto may terminate this Service Agreement upon giving seven (7) days prior written notice to
the other Party in the event that such other Party substantially fails to perform its material obligations set forth herein. Any
Party seeking to terminate this Service Agreement for cause shall, as a condition precedent to the termination of this Service
Agreement, provide the other Party written notice specifically describing its failure to perform its material obligations and
allow that Party thirty (30) days after receipt of the notice in which to cure any performance deficiency.
ARTICLE 20
INDEMNIFICATION
20.1 The Service Provider agrees to hold harmless and indemnify the DCSD, its Board, officers, employees and
representatives (herein “Released Parties”) from and against any and all liability, claims, actions, causes of action, losses,
damages, demands, suits, judgments, costs and expenses arising out of bodily injury (including death) to persons, damage to
property, or financial loss, including, but not limited to, any and all costs, expenses, legal fees and liabilities, incurred in and
about investigation, defense or prosecution thereof, to the extent caused in whole or in part by a negligent act, error or omission
of the Service Provider or any subcontractor(s), or as a result of defective Services under this Service Agreement.
20.2 The Service Provider further agrees to release, indemnify, defend and hold harmless the Released Parties
from any and all claims, demands, rights, liabilities and causes of action inuring to the Service Provider from events over which
the Released Parties exercise no control. The Service Provider further agrees to indemnify, defend and hold harmless the
Released Parties from any and all claims, demands, rights, liabilities and causes of action arising out of DCSD’s performance
under this Service Agreement.
ARTICLE 21
AGREEMENT ADMINISTRATION
21.1 DCSD and the Service Provider have each appointed certain individuals whose names and phone numbers
appear in Article 1 to be their respective representatives in the administration and performance of this Service Agreement. The
DCSD’s representative shall have no power or authority to change this Service Agreement, or to execute or agree to any change
orders. The DCSD may change its representative or declare a designee by written notice to the Service Provider.
21.2 To be binding against the DCSD, and as a condition precedent thereto, any addition, deletion or modification
to the terms of this Service Agreement must be in writing and signed by the DCSD. The Service Provider acknowledges that
the DCSD does not, and will not be deemed to, waive this condition precedent under any circumstances.
21.3 Failure of the DCSD or the Service Provider to insist in any one or more instances on performance of any of
the terms and conditions of this Service Agreement, or to exercise any right or privilege contained in this Service Agreement
or the waiver of any breach of the terms and conditions of this Service Agreement, shall not be considered as creating or
constituting a waiver of any such terms, conditions, rights or privileges, and the same shall continue and remain in force and
effect.
21.4 The Service Provider and the DCSD will adhere to all applicable health and safety laws, rules and regulations
including Occupational Safety and Health Administration’s (“OSHA”) Rules and Regulations effective at the time the work
was performed.
21.5 This Service Agreement shall be governed by the laws of the State of Georgia.
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ARTICLE 22
PUBLIC RECORDS
22.1 The laws of the State of Georgia, including the Georgia Open Records Act, as provided in O.C.G.A. Section
50-18-70 et seq., require procurement records and other records to be made public unless otherwise provided by law.
ARTICLE 23
FORCE MAJEURE
23.1 The Service Provider will not be responsible or liable in any way for delay or failure to perform its obligations
under this Service Agreement during any period which performance is prevented or hindered by conditions reasonably beyond
its control, acts of God, fire, flood, and other unusually adverse weather conditions, war, embargo, explosions, riots, laws, rules,
regulations and order of any governmental authority.
ARTICLE 24
CAPTIONS
24.1 The headings in this Service Agreement are for the convenience of the Parties hereto and shall in no way
affect the construction or interpretation of this Service Agreement or any part hereof.
ARTICLE 25
ENTIRE SERVICE AGREEMENT
25.1 This Service Agreement constitutes the entire and exclusive Service Agreement between the Parties with
reference to the Services and supersedes any and all prior communications, discussions, negotiations, understandings, or
Service Agreements. This Service Agreement may be amended only by a writing signed by both the DCSD and the Service
Provider. The signature of Service Provider below, represents to DCSD that he/she is duly authorized to execute and deliver
this Service Agreement on behalf of Service Provider.
ARTICLE 26
MISCELLANEOUS
26.1 Unless otherwise expressly provided to the contrary in this Service Agreement, the term “day” shall mean
calendar day.
26.2 Any claim, dispute or other matter in question arising out of or related to this Service Agreement shall be
subject to mediation as a condition precedent to the institution of legal or equitable proceedings by either party. If such matter
relates to or is the subject of a lien arising out of the Service Provider’s services, the Service Provider may proceed in accordance
with applicable law to comply with the lien notice or filing deadlines prior to resolution of the matter by mediation. The DCSD
and Service Provider shall endeavor to resolve claims, disputes and other matters in question between them by mediation which,
unless the parties mutually agree otherwise, shall be in accordance with the Mediation Rules of the American Arbitration
Association currently in effect. Request for mediation shall be filed in writing with the other Party to this Service Agreement
and with the American Arbitration Association. The request may be made concurrently with the filing of a civil action but, in
such event, mediation shall proceed in advance of legal or equitable proceedings, which may be stayed pending mediation for
a period of 60 days from the date of filing, unless stayed for a longer period by Service Agreement of the parties or a court
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order. The Parties shall share the mediator’s fee and any filing fees equally. The mediation shall be held in the place where
the Program is located, unless another location is mutually agreed upon. Subject to the express approval of the DeKalb County
Board of Education, agreements reached in mediation shall be enforceable as settlement agreements in any court having
jurisdiction thereof.
26.3 The exclusive venue for any civil action arising out of or related to this Service Agreement shall be in the
federal, superior, or state courts of DeKalb County, Georgia. If any civil action is instituted to interpret, enforce or rescind this
Service Agreement, the prevailing party in such lawsuit shall be entitled to recover, in addition to any other relief awarded, its
reasonable attorney fees and other fees, costs, and expenses of every kind, incurred in connection with the lawsuit.
26.4 If any provision of this Service Agreement or the application thereof to any person or circumstance shall to
any extent be held invalid, then the remainder of this Service Agreement or the application of such provision to persons or
circumstances, other than those as to which it is held invalid, shall not be affected thereby, and each provision of this Service
Agreement shall be valid and enforced to the fullest extent permitted by law.
26.5 This Service Agreement may be executed in several counterparts, each of which shall be deemed an original,
and all such counterparts together shall constitute one and the same Service Agreement. A scanned or photocopy of an original
signature shall be deemed an original for purposes of this Service Agreement.
26.6 Service Provider, and all personnel of Service Provider, agree to a background check. The Service Provider, and
all personnel of Contractor, shall undergo the same criminal background check, within the last 365 days, as required by DCSD
employees. Such background checks will be performed by DCSD at the expense of the Service Provider. Additionally, any
charges against the Service Provider, or personnel, may be deemed unacceptable in DCSD’s sole discretion regardless of
whether dismissed, expunged, sealed, removed from the record, treated as a “first offender” or dead docketed. Upon receipt
and evaluation of DCSD’s background check results, DCSD may demand that the personnel named in the check result, not
provide services to DCSD premises. Any failure of the Service Provider, or personnel, to obtain a criminal records background
check through DCSD, as stated herein, may result in termination of any resulting contract between Service Provider and DCSD.
Confirmation of background checks must be submitted in writing prior to commencement of any services to DCSD to: Ms.
Carla Smith, Purchasing Manager III, DeKalb County School District, 1701 Mountain Industrial Boulevard, Stone Mountain,
Georgia, 30083.
26.7 Service Provider shall obtain prior written approval from DCSD’s Department of Communications before the
distribution of any news, press release or any marketing materials, by Service Provider, which mentions DCSD, DeKalb County
Board of Education, or any of the schools or centers within DCSD, or uses DCSD’s logo or trademark. All requests for prior
written approval shall be sent to: Communications Department, DeKalb County School District, 1701 Mountain Industrial
Blvd., Stone Mountain, Georgia, 30083.
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IN WITNESS WHEREOF, the DCSD and the Service Provider, agreeing to the above terms and conditions and
intending to be legally bound and each acting through persons duly authorized, have placed their signatures on
duplicate original copies of this Service Agreement.
DCSD: SERVICE PROVIDER:
DEKALB COUNTY SCHOOL DISTRICT _________________________
By: By:
[Signature] [Signature] [SEAL]
Mrs. Cheryl Watson-Harris, Superintendent Print Name:______________________________
Title:_______________________________
1701 Mountain Industrial Blvd __________________
Stone Mountain, GA 30083 __________________
Address
__________________________________ __________________________________
[Date of Execution] [Date of Execution]
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 55
EXHIBIT “A”
DeKalb County School District RFP No. ___________
For
__________________________ Services
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 56
EXHIBIT “B”
Service Provider’s Proposal including pricing
and any applicable Scope of Services
and any applicable Payment and Payment Terms Schedule
attached except that objections or amendments by the
Service Provider that have not been explicitly accepted by DCSD in Writing In this Service
Agreement and Contract shall not be included in the Contract Documents Or this
Service Agreement and shall be given no weight or consideration
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 57
EXHIBIT “C”
DeKalb County Board of Education Directive
Signed by the Superintendent and dated ________________________
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 58
EXHIBIT “D”
Notice of Award Letter Dated ______________________
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 59
END OF EXHIBITS
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 60
ATTACHMENT I
RFP 23-539
Independent Third Party Review of Capital Programs
SIGNATURE PAGE
I certify that I have read this RFP document in its entirety and agree to conform to and comply with the
terms, conditions and requirements of this RFP. I also certify that I am a duly appointed official of the
offering company with the authority to authorize and engage this RFP submittal. Further, I certify that
the contents of the response to this RFP are true, accurate and complete.
Robert J. Brietz Practice Leader / Principal
______________________________ _______________________________
Printed Name/Engaging Authorized Position/Title
Company Official
Elliott Davis, LLC
_______________________________
Offeror’s Company Name
_______________________________ jay.brietz@elliottdavis.com
________________________________
Signature/Engaging Authorized E-mail address
Company Official
704.808.5247
________________________________
Telephone Number
5/19/2022
______________________________
Date
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 61
APPENDIX 1
RFP 23-539
Independent Third Party Review of Capital Programs
Monthly Status Report for the Capital Improvement Program 2017-2022
for the Period Ending February 28, 2022
The Monthly Status Report for the Capital Improvement Program 2017-2022 for the
Period Ending February 28, 2022, is uploaded as a separate file.
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 62
END OF RFP
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
A PROPOSAL TO SERVE
DeKalb County School District
To Perform a Consultative Analysis of Capital Programs
RFP 23-539
Proposed on May 20, 2022
1
Table of Contents
Addenda 3-4
Certificates of Insurance 5-6
Company Financials and Annual Reports 7-8
Attachment A – Description of Qualifications and Experience 9
Attachment B – Cost Proposal Form 10
Attachment C – Critical Paragraphs 11
Attachment D – Offeror’s Client Reference Form 12-17
Attachment E – Statement of Confidentiality and Non-Disclosure 18
Attachment F – Suspension and Debarment Certification 19
Attachment G – Immigration & Security Certification 20-25
Attachment I – Signature Page 26
Our Understanding 27
Company Qualifications and Experience 28-31
Engagement Leaders 32-38
Project Methodology 40-47
Elliott Davis Operations 48-52
Cost Sheet 53-54
Added Value 55-59
Proposed Contract Amendments 60-62
Contact Details for Questions 63
2
1701 MOUNTAIN INDUSTRIAL BOULEVARD, STONE MOUNTAIN, GA 30083
https://dekalbschoolsga.ionwave.net/Login.aspx
April 29, 2022
TO: ALL OFFERORS UNDER RFP 23-539 INDEPENDENT THIRD PARTY REVIEW
OF CAPITAL PROGRAMS
FROM: Procurement Department, DeKalb County School District
ADDENDUM NO. 1
RFP 23-539 Independent Third Party Review of Capital Programs, is hereby amended
as follows:
1. The Proposal Submission Deadline is hereby extended until Tuesday, May 24, 2022.
2. The Public Proposal Acknowledgment is hereby extended until Tuesday, May 24, 2022.
3. Part 1.G, Format and Submission of Proposal. DELETE the paragraphs entitled “HAND
DELIVERY SUBMISSION OF PROPOSALS” and “VIRTUAL PUBLIC
ACKNOWLEDGMENT”. REPLACE with the following paragraphs:
HAND DELIVERY SUBMISSION OF PROPOSALS: Prior to the submission deadline of
Tuesday, May 24, 2022 at 2:00PM EST, an appointment must be scheduled with the
Procurement Department by submitting an email request to
solicitationquestions@dekalbschoolsga.org. Please enter “Proposal Submission Appointment
– RFP 23-539 Independent Third Party Review of Capital Programs” in the subject line of your
email. All appointments must be scheduled on a Monday, Tuesday, Thursday or Friday
between 9:00AM-12:00PM Noon, before the May 24, 2022 proposal deadline. A confirmation
of the appointment will be sent via email.
VIRTUAL PUBLIC ACKNOWLEDGMENT: The public acknowledgment will be held virtually
through Microsoft Teams on Tuesday, May 24, 2022 at 3:00PM EST. Those who would like to
attend the acknowledgement, please register no later than Monday, May 23, 2022 by 4:00PM
EST, by sending an email to solicitationquestions@dekalbschoolsga.org. Please enter “Public
Acknowledgement - RFP 23-539 Independent Third Party Review of Capital Programs” in the
subject line of your email. An invitation will be sent to those participants no later than Tuesday,
May 24, 2022 by 10:00AM EST.
3
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 2
4. Part 1.K, Questions and Answers. DELETE Paragraph K in its entirety. REPLACE with
the following revised Paragraph K:
K. QUESTIONS AND ANSWERS
It is intended that this RFP be adequate for any offeror to respond to DCSD’s requirements.
However, should offerors have questions all questions shall be submitted electronically to: Carla
L. Smith at solicitationquestions@dekalbschoolsga.org. Questions submitted to any other mail
box, voice mail or e-mail address will not be considered for response. The deadline to submit
questions is Monday, May 9, 2022. Questions received after the deadline will not be
considered. All questions received by 12 Noon, on May 9, 2022 will be answered in writing and
both the questions and answers will be posted to the following website on or before Friday, May
13, 2022 at 4:30 PM. https://dekalbschoolsga.ionwave.net/Login.aspx .
5. All other conditions remain in full force and effect.
6. If a response has been submitted and anything in this Addendum causes the offeror to
change the item offered or to increase or decrease the bid price, the new price and/or
change(s) will be inserted below.
______________________________________________________________________
7. All offerors under RFP 23-539 Independent Third Party Review of Capital Programs, are
kindly requested to acknowledge receipt of this Addendum by signing the page below and
returning with your proposal.
Elliott Davis, LLC /
______________________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
Addendum No. 1 - RFP 23-539 Independent Third Party Review of Capital Programs
4
DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE 3/10/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
CONTACT
PRODUCER
NAME: Jeri Whitaker
Marsh & McLennan Agency, LLC Company PHONE FAX
870 South Pleasantburg Drive (A/C, No, Ext): 864-255-4520 (A/C, No): 864-233-9291
E-MAIL
Greenville SC 29607 ADDRESS: certificates@marshmma.com
INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A : Hanover Insurance Company 22292
INSURED 2966
INSURER B :
Elliott Davis, LLC
PO Box 6286 INSURER C :
Greenville SC 29606 INSURER D :
INSURER E :
INSURER F :
COVERAGES CERTIFICATE NUMBER: 1541650965 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR ADDL SUBR POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS
A X COMMERCIAL GENERAL LIABILITY ZZ6H53019000 3/10/2022 3/10/2023 EACH OCCURRENCE $ 1,000,000
DAMAGE TO RENTED
CLAIMS-MADE X OCCUR PREMISES (Ea occurrence) $ 300,000
MED EXP (Any one person) $ 15,000
PERSONAL & ADV INJURY $ 1,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000
POLICY
PRO-
JECT
X LOC PRODUCTS - COMP/OP AGG $ 2,000,000
OTHER: $
A COMBINED SINGLE LIMIT $ 1,000,000
AUTOMOBILE LIABILITY ZZ6H53019000 3/10/2022 3/10/2023 (Ea accident)
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED BODILY INJURY (Per accident) $
AUTOS ONLY AUTOS
NON-OWNED
X HIRED
AUTOS ONLY
X AUTOS ONLY
PROPERTY DAMAGE
(Per accident) $
$
A X UMBRELLA LIAB X OCCUR UH6H53019900 3/10/2022 3/10/2023 EACH OCCURRENCE $ 15,000,000
EXCESS LIAB CLAIMS-MADE AGGREGATE $ 15,000,000
DED RETENTION $ $
PER OTH-
A WORKERS COMPENSATION W26H48185800 3/10/2022 3/10/2023 X STATUTE ER
AND EMPLOYERS' LIABILITY Y/N
ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000
OFFICER/MEMBER EXCLUDED? N/A
(Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000
If yes, describe under
DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
FOR INFORMATIONAL PURPOSES ONLY AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD
5
Client#: 237918 70ELLIODAV
DATE (MM/DD/YYYY)
ACORD TM CERTIFICATE OF LIABILITY INSURANCE 3/10/2022
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s).
PRODUCER CONTACT
NAME:
McGriff Insurance Services PHONE FAX
(A/C, No, Ext): 704 954-3000 (A/C, No): 888-751-3197
4777 Sharon Rd., 4th Floor E-MAIL
ADDRESS:
Charlotte, NC 28210 INSURER(S) AFFORDING COVERAGE NAIC #
704 954-3000 INSURER A : North American Capacity Insurance Co. 25038
INSURED INSURER B :
Elliott Davis, LLC
INSURER C :
P. O. Box 6286
INSURER D :
Greenville, SC 29606
INSURER E :
INSURER F :
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR ADDL SUBR POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS
COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $
DAMAGE TO RENTED
CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $
PRO-
POLICY JECT LOC PRODUCTS - COMP/OP AGG $
OTHER: $
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT
(Ea accident) $
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED BODILY INJURY (Per accident) $
AUTOS ONLY AUTOS
HIRED NON-OWNED PROPERTY DAMAGE $
AUTOS ONLY AUTOS ONLY (Per accident)
$
UMBRELLA LIAB OCCUR EACH OCCURRENCE $
EXCESS LIAB CLAIMS-MADE AGGREGATE $
DED RETENTION $ $
WORKERS COMPENSATION PER OTH-
AND EMPLOYERS' LIABILITY STATUTE ER
Y/N
ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $
OFFICER/MEMBER EXCLUDED? N/A
(Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $
A Cyber Covera C4LPX221444CYBER20 03/12/2022 03/12/2023 $5,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
For information purposes only
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
Elliott Davis LLC THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
P. O. Box 6286 ACCORDANCE WITH THE POLICY PROVISIONS.
Greenville, SC 29606
AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD
#S29602208/M29602121 6 MDS
Company Financial Statements
As a private CPA firm, Elliott Davis does not share financial statements or company annual reports. However, please see our
National Peer Review from Postlethwaite and Netterville, a professional accounting corporation.
7
8550 United Plaza Blvd., Ste. 1001 – Baton Rouge, LA 70809
225-922-4600 Phone – 225-922-4611 Fax – pncpa.com
A Professional Accounting Corporation
Report on the Firm’s System of Quality Control
To the Partners of Elliott Davis, LLC
and the National Peer Review Committee
We have reviewed the system of quality control for the accounting and auditing practice of Elliott Davis, LLC (the firm)
applicable to engagements not subject to PCAOB permanent inspection in effect for the year ended May 31, 2020. Our
peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established
by the Peer Review Board of the American Institute of Certified Public Accountants (Standards).
A summary of the nature, objectives, scope, limitations of, and the procedures performed in a System Review as described
in the Standards may be found at www.aicpa.org/prsummary. The summary also includes an explanation of how
engagements identified as not performed or reported in conformity with applicable professional standards, if any, are
evaluated by a peer reviewer to determine a peer review rating.
Firm’s Responsibility
The firm is responsible for designing a system of quality control and complying with it to provide the firm with
reasonable assurance of performing and reporting in conformity with applicable professional standards in all material
respects. The firm is also responsible for evaluating actions to promptly remediate engagements deemed as not performed
or reported in conformity with professional standards, when appropriate, and for remediating weaknesses in its system of
quality control, if any.
Peer Reviewer’s Responsibility
Our responsibility is to express an opinion on the design of the system of quality control and the firm’s compliance
therewith based on our review.
Required Selections and Considerations
Engagements selected for review included engagements performed under Government Auditing Standards, including
compliance audits under the Single Audit Act; audits of employee benefit plans, audits performed under FDICIA, an audit
of a broker-dealer, and examinations of service organizations [SOC 1 and SOC 2 engagements].
As part of our peer review, we considered reviews by regulatory entities as communicated to the firm, if applicable, in
determining the nature and extent of our procedures.
Opinion
In our opinion, the system of quality control for the accounting and auditing practice of Elliott Davis, LLC applicable to
engagements not subject to PCAOB permanent inspection in effect for the year ended May 31, 2020, has been suitably
designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with
applicable professional standards in all material respects. Firms can receive a rating of pass, pass with deficiency(ies) or
fail. Elliott Davis, LLC has received a peer review rating of pass.
Baton Rouge, Louisiana
January 21, 2021
8
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 29
Attachment A
RFP 23-539
Independent Third Party Review of Capital Programs
Description of Qualifications and Experience
Provide detail information for the sections below. Submit copies of related certification certificates
for each support technician proposed to work on this project. Additional pages may be added as
necessary.
Company Qualifications and Experience
1. Provide a brief history of the company including the number of years in business; provide firm’s
qualifications and experience in handling contracts of similar scope in terms.
Please see Company Qualifications and Experience section, pages 28-31.
2. Provide list of personnel that will be dedicated to performing the services to DCSD. The list of
personnel must identify each individual by name, title, qualifications, certification, and experience
in with independent third party reviews of capital programs.
Please see Engagement Leaders section, pages 32-39.
Methodology and Operations
1. Provide your company’s methodology to provide an independent third party review of DCSD
capital programs, as outlined in the Scope of Work.
Please see Project Methodology section, pages 40-47.
2. Provide your entity’s list of equipment resources that will be dedicated to performing the services
requested as outlined in the Scope of Work.
Please see Elliott Davis Operations section, pages 48-52.
3. Provide your company’s quality assurance/quality control process, and sample copies of
previous review reports.
Please see Elliott Davis Operations section, pages 48-52.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
9
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 30
ATTACHMENT B
RFP 23-539
Independent Third Party Review of Capital Programs
Cost Proposal Form
The undersigned Offeror agrees to the following total firm fixed fee for independent third party review
of DCSD Capital Programs as provided within this solicitation.
Awarded offeror shall provide services in accordance with the specifications, requirements and
terms and conditions stated herein. Services shall include all labor, materials, tools, specialized
equipment, supplies, trained personnel, insurance, travel, per diem, direct and indirect administrative
costs, overhead, tolls, parking, fuel, lodging, all other cost and charges, and all things and services
necessary to evaluate services in accordance with the requirements of this RFP. There shall be no
add-on charges of any kind.
Total Firm Fixed Fee for Independent Third Party Review of DCSD Capital Programs
Sixty-three thousand
__________________________________________Dollars) 63,000
($___________________)
Elliott Davis, LLC
___________________________________________________________________
Entity Name
Robert J. Brietz Principal
_____________________________________________ ______________________
Authorized Entity Representative Name (please print) Title
5/19/2022
_____________________________________________ ______________________
Authorized Entity Representative Signature Date
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
10
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 31
ATTACHMENT C
RFP 23-539
Independent Third Party Review of Capital Programs
Critical Paragraphs
Offerors must put their initials in the space provided in front of each critical paragraph and
sign below. Initials signify that the information has been read and the offeror agrees to comply
to the requirement, stipulations, terms and conditions. Attach and label “Critical Paragraph.”
1) ____ This RFP does not commit DCSD to any offeror to this RFP. DCSD is not liable for any costs
incurred by an offeror in responding to this RFP. There is no guarantee of any offeror receiving
an award or contract as a result of submitting a response to this RFP.
2) ____ Any news release or publicity pertaining to any phase of this RFP will be the responsibility of
DCSD and must be cleared through the DCSD’S Chief Communications and Community
Relations Officer.
3) ____ It is the responsibility of offerors to make themselves aware of and to comply with any addenda,
questions and answers posted to the DCSD website in relation to this RFP. All addenda must
be printed, signed by the certifying official and included in the RFP submittals. Failure to do so
will cause the offeror to be deemed non-responsive to the requirements of this RFP.
X
4) ____ Offerors to the RFP agree to fully indemnify DCSD as stated in the RFP, Part II, H, page 18.
X- please see proposed contract amendments. We cannot indemnify without risk of our professional liability insurance, which is
required for this RFP.
5) ____ Offerors certify that they have not engaged in collusion and guarantee that their response is not
made in conjunction with or on behalf of another party and that they have not been directly or
indirectly induced or acted in any manner to result in restriction of trade or unfair advantage.
6) ____ The DCSD reserves the right to reject any and/or all responses submitted and to waive any
technicalities or minor irregularities in responses received. DCSD reserves the right to award
any resulting contract in the manner that is in the best interest of and most advantageous DCSD.
7) ____ Offeror understands that this solicitation requires Board of Education Approval.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
11
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
Aiken County Public Schools
_______________________________
Company Name Providing Reference
1000 Brookhaven Drive Aiken, SC 29803
_______________________________
Address City/State/Zip
Tray Traxler
_______________________________
Name of Contact Person
803.641.2437
_______________________________
Telephone Number of Contact Person
ttraxler@acpsd.net
_______________________________
Email Address of Contact Person
2015 to present
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary): see below
February 2015 - Present
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed Single Audit, Agreed-Upon Procedures, Tax Services, and other
__________________________________________________________________________________________
consultative review projects for the District since 2018.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
12
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
Beaufort County School District
_______________________________
Company Name Providing Reference
PO Drawer 309 Beaufort, SC 29901
_______________________________
Address City/State/Zip
Tonya Crosby
_______________________________
Name of Contact Person
843.322.2397
_______________________________
Telephone Number of Contact Person
tonya.crosby@beaufort.k12.sc.us
_______________________________
Email Address of Contact Person
Since 2014
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary): see below
September 2014 - December 2019
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed Single Audit, Agreed-Upon Procedures, Tax Services, and other consultative review
__________________________________________________________________________________________
projects for the District since 2018.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
13
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
Berkeley County School District
_______________________________
Company Name Providing Reference
107 E. Main Street Moncks Corner, SC 29461
_______________________________
Address City/State/Zip
Ashley Smith
_______________________________
Name of Contact Person
843.889.8763
_______________________________
Telephone Number of Contact Person
smithashley@bcsdschools.net
_______________________________
Email Address of Contact Person
Since 2017
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary): see below
May 2017 - Present
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed Single Audit, Agreed-Upon Procedures, Tax Services, and other consultative review
__________________________________________________________________________________________
projects for the District since 2017.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
14
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
Colleton County School District
_______________________________
Company Name Providing Reference
213 N. Jeffries Blvd Walterboro, SC 29488
_______________________________
Address City/State/Zip
Ramona Barrett
_______________________________
Name of Contact Person
843.782.4510
_______________________________
Telephone Number of Contact Person
rbarrett@dorchester2.k12.sc.us
_______________________________
Email Address of Contact Person
Since 2014
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary):
June 2014 to Present
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed Single Audit, Agreed-Upon Procedures, Tax Services, and other consultative review
__________________________________________________________________________________________
projects for the District since 2018.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
15
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
Dorchester School District Two
_______________________________
Company Name Providing Reference
201 Johnston Street St. George, SC 29477
_______________________________
Address City/State/Zip
Tina Meunier
_______________________________
Name of Contact Person
843.695.5315
_______________________________
Telephone Number of Contact Person
kmeunier@dorchester2.k12.sc.us
_______________________________
Email Address of Contact Person
Since 2019
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary): see below
May 2019 - Present
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed Single Audit, Agreed-Upon Procedures, Tax Services, and other consultative review
__________________________________________________________________________________________
projects for the District since 2019.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
16
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 32
ATTACHMENT D
RFP 23-539
Independent Third Party Review of Capital Programs
OFFEROR’S CLIENT REFERENCES
(Please copy this form and use one form per reference.)
Attach and label “Offeror’s Client References.”
Charleston County School District
_______________________________
Company Name Providing Reference
75 Calhoun Street Charleston, SC 29401
_______________________________
Address City/State/Zip
Jacque Carlen
_______________________________
Name of Contact Person
843.743.2552
_______________________________
Telephone Number of Contact Person
jacquelyn_carlen@charleston.k12.sc.us
_______________________________
Email Address of Contact Person
Since 2020
_______________________________
Date/Duration of Service Relationship
Describe in Detail Services Provided (use additional sheets if necessary): see below
March 2020 - Present
Time Period of Project or Contact _______________________________________________
Important! This is a vital part of your RFP submission. DCSD will verify client
references. It is advisable that you inform your reference contact person that you have
listed them for reference.
Elliott Davis has performed risk assessment, internal audit, and federal program review projects for the District
since 2020.
__________________________________________________________________________________________
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
17
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 33
ATTACHMENT E
RFP 23-539
Independent Third Party Review of Capital Programs
Statement of Confidentiality and Non-Disclosure
Any non-public information made available to the offeror by DCSD in relation to this RFP shall be used
only for those purposes outlined in the RFP document and shall not be used in any other way without
the written permission of the DCSD.
If the offeror is uncertain about the proposed use of information provided in relation to this RFP, the
offeror shall consult with the DCSD RFP contact person as identified in the RFP document for
clarification.
The offeror agrees to assume full responsibility for protecting the confidentiality of DCSD records that
are not public information. Such information may include, but is not limited to student and employee
data and other written and oral information of a personal and/or confidential nature, which shall be
safeguarded by the offeror to ensure that it is not improperly disclosed.
Elliott Davis, LLC
__________________________________
Offeror Company Name
Robert j. Brietz
__________________________________
Company Representative
5/19/2022
__________________________________
Date
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
18
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 34
ATTACHMENT F
RFP 23-539
Independent Third Party Review of Capital Programs
SUSPENSION AND DEBARMENT CERTIFICATION
By submitting this RFP, the offeror certifies that the proposing company and/or its principals have not been
suspended, excluded, disqualified, debarred, proposed for debarment, declared ineligible or voluntarily excluded
from participation in any transaction by any federal or state department or agency and that the offeror complies
with all applicable orders, rules and regulations related thereto.
Further, by submitting this RFP, the offeror certifies that all lower tier participating individuals and/or company(s)
and all respective principals of lower tier participants have not been suspended, excluded, disqualified, debarred,
proposed for debarment, declared ineligible or voluntarily excluded from participation in any transaction by any
federal or state department or agency and that the offeror complies with all applicable orders, rules and
regulations related thereto.
The certification placed herein is a material representation of fact upon which reliance will be placed as RFP
submissions are evaluated and any transaction is entered into. If it is later determined that the prospective
offeror has knowingly rendered an erroneous certification, the DCSD may pursue all available remedies,
including but not limited to suspension and/or debarment.
The prospective offeror shall provide immediate written notice to the DCSD Purchasing Department if at any
time the prospective offeror learns that its certification was erroneous when submitted or has become erroneous
by reason of changed circumstances.
The prospective offeror agrees by submitting this form that, should the proposed transaction be entered into, the
prospective offeror shall not knowingly enter into any lower tier transaction with a person or entity that is
debarred, suspended, declared ineligible, or voluntarily excluded from participation in this transaction.
By signing and submitting this form, the offeror is providing the certification set out above.
Elliott Davis, LLC / 5/19/2022
Signature of Engaging Official: _________________________________________ Date: _____________
(Offeror Company Name/Certifying Official Signature)
Further, the DCSD’s Purchasing Department will check the SAMS website at http://sams.gov to determine if
the offeror is listed.
Elliott Davis, LLC /
______________________________________________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
19
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 35
ATTACHMENT G
RFP 23-539
Independent Third Party Review of Capital Programs
IMMIGRATION & SECURITY CERTIFICATION
If you are providing service, performing work or delivering goods to the DeKalb County Board of
Education/DeKalb County School District including, but not limited to schools, warehouses and central
offices, the applicable Georgia Security and Immigration Compliance documents found here must be
completed, signed, notarized and submitted with your bid/proposal. Failure to provide this document
with your bid/proposal will result in the disqualification of the bid/proposal.
1) Offeror/Bidder (the "Offeror") shall at all times comply with the Georgia Security and Immigration
Compliance Act, as amended, O.C.G.A. § 13-10-90 et. seq.
2) In order to insure compliance with the Immigration Reform and Control Act of 1986 (IRCA), D.L. 99-
603 and the Georgia Security and Immigration Compliance Act, as amended by the Illegal
Immigration Reform Act of 2011, O.C.G.A. § 13-10-90 et. seq. (collectively the "Act"), the Offeror
MUST INITIAL the statement applicable to Offeror below:
(a) -=-,,_.__:c.__ (Initial here): order to comply with the Act; is authorized to use and uses the federal
horization program under the federal work authorization user identification number issued on
the date of authorization below; will continue to use the authorization program throughout the
contract period; Offeror further warrants and agrees Offeror shall execute and return any and all
affidavits required by the Act and the rules and regulations issued by the Georgia Department of
Labor as set forth at Rule 300-10-1-.01 et. seq. [Offerors who initial (a) must attach and return a
signed, notarized Contractor Affidavit and Agreement with the Contract if awarded];
Q!
(b) ___ (Initial here): Offeror warrants that he/she does not employ any other persons, and
he/she does not intend to hire any employees or to perform the Contract. [Offerors who initial (b)
must attach and return a signed, notarized Affidavit of Exception with the Contract if awarded];
or
(c) ____ (Initial here): Offeror is an individual who is licensed pursuant to Title 26 or Title 43 or by
the State Bar of Georgia and is in good standing when such contract is for services to be rendered
by such individual and thus does not have to provide an affidavit.
3) /l,-i._(Initial here) Offeror will not employ or contract with any subcontractor in connection with a
�d contract unless the subcontractor is registered, authorized to use, and uses the federal work
authorization program; and provides Offeror with all affidavits required by the Act and the rules and
regulations issued by the Georgia Department of Labor as set forth at Rule 300-10-1-.01 et. seq.
Elliott Davis, LLC / T<'eeJ C:.(½,:.:� }.
1 ' _J
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
20
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE36
4) (}fl, (Initial here) Offerer agrees that, if Offerer employs or contracts with any sub-contractor in
�ction with the covered contract under the Act and DOL Rules 300-10-1- .01, et seq that Offerer will
secure from each sub -contractor at the time of the contract the sub-contractor's name and address, the
employee-number applicable to the sub-contractor, the date the authorization to use the federal work
authorization program was granted to sub-contractor; the subcontractor's attestation of the
subcontractor's compliance with the Act and Georgia Department of Labor Rule 300-10-1-.01, et seq.;
and the subcontractor's agreement not to contract with sub-subcontractors unless the sub-subcontractor
is registered, authorized to use, and uses the federal work authorization program; and provides
subcontractor with all affidavits required by the Act and the rules and regulations issued by the Georgia
Department of Labor as set forth at Rule 300-10-1-.01 et. seq.
5)n � (Initial here)Offeror agrees to provide the DeKalb County School District with all affidavits of
�ance as required by O.C.G.A. § 13-10-90 et seq. and Georgia Department of Labor Rules 300-10-
1-.01, et seq within five (5) business days of receipt.
5 11912022
C? 17..,_.-_
�re
=:;,
/
__ _
_ _ ______
_ D�
_ _
1273555 2014
EEV/Basic Pilot Program Date of Authorization
User Identification Number
Firm Name: Elliott Davis, LLC
355 S. Main Street, Ste 500
Street/Ma,.1.mg Address: _____________________
Greenville, SC 29601
City, State, Zip Code:
Telephone Number: ___ _· _ _ _- _ _ _ _______________
8 6 4 250 393 6
Email Address: jimmy.buddenberg@elliottdavis.com
SUBSCRIBED AND SWORN
BEFORE ME ON THIS THE
IK':".' DAY OF�M.�CMJ------' 20 2 Z
My Commission Expires: oS/2M /1,0u.,
Elliott Davis , LLC / K�,..,JC:.i\1.� �"-
I ·..i :7
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
21
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 37
DEKALB COUNTY SCHOOL DISTRICT
Offeror E-Verify Affidavit
By executing this affidavit, the undersigned Offerer verifies its compliance with Immigration Reform and
Control Act of 1986 (IRCA), Pub.L. 99-603, stating affirmatively that the individual firm or corporation which is
engaged in services on behalf of the DeKalb County School District has registered with, is authorized to use
and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement
program, in accordance with the applicable provisions and deadlines established by federal law and regulation.
Furthermore, the undersigned Offerer will continue to use the federal work authorization program throughout the
contract period. Offerer hereby attests that its federal work authorization user identification number and date of
authorization are as follows:
Federal Work Authorization User Identification 1273555
number:
Date of Authorization: 2014
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
Greenville
Executed on May , _!_!!_, 20f.L in ---------------
SC
(state)
Signature of Authorized Officer or Agent
Printed Name and Title of Authorized Agent:
HJ).�
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE Ii� DAY OF MPJ.1 ,201'2..
Notary Public
My Commission Expires: OS/2-4 /iou..,
Elliott Davis' LLC / KdJ Ci.i\,,,7-\
I
�:,. .
...J 7
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
22
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 38
DEKALB COUNTY SCHOOL DISTRICT
Contractor Affidavit under O.C.G.A. § 13-10-91(b)(1)
By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, stating
affirmatively that the individual firm or corporation which is engaged in the physical performance of services on
behalf of the DeKalb County School District has registered with, is authorized to use and uses the federal work
authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance
with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned
contractor will continue to use the federal work authorization program throughout the contract period and the
undersigned contractor will contract for the physical performance of services in satisfaction of such contract only
with subcontractors who present an affidavit to the contractor with the information required by O.C.G.A. § 13-10-
91 (b). Contractor hereby attests that its federal work authorization user identification number and date of
authorization are as follows:
Federal Work Authorization User Identification
number:
1273555
Date of Authorization:
2014
Name of Subcontractor:
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
Executed on _ May
_, __ 18 , �tn-
�tl�2 in Greenville SC ___
_ _________________
(state)
Signature of Authorized Officer or Agent
Printed Name and Title of Authorized Agent: Jimmy Buddenberg
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE \� DAY OF M.QJ-j , 201..k_.
Notary Public
I. .f) ..,f;:4. �
My Commission Expires: OSI'Vi /y;{llY
Elliott Davis, LLC / KAJ g. i ;,,:;s y-.
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
23
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 39
DEKALB COUNTY SCHOOL DISTRICT
Subcontractor Affidavit under O.C.G.A. § 13-10-91(b)(3)
By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, stating
affirmatively that the individual, firm or corporation which is engaged in the physical performance of services
under a contract with _______ _______ ____ on behalf of the DeKalb County
School District has registered with, is authorized to use and uses the federal work authorization program
commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable
provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned subcontractor will
continue to use the federal work authorization program throughout the contract period and the undersigned
subcontractor will contract for the physical performance of services in satisfaction of such contract only with sub
subcontractors who present an affidavit to the subcontractor with the information required by O.C.G.A. § 13-10-
91 (b). Additionally, the undersigned subcontractor will forward notice of the receipt of an affidavit from a sub
subcontractor to the contractor within five (5) business days of receipt. Subcontractor hereby attests that its
federal work authorization user identification number and date of authorization are as follows:
Federal Work Authorization User Identification Number: 1273555
Date of Authorization: 2014
Name of Subcontractor:
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
Executed on May 18
Signature of Authorized Officer or Agent
Printed Name and Title of Authorized Agent:
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE 1<Kt1-l DAY OF MCl-t-J , 2()'J.'2- .
Notary Public
� .£J. �
My Commission Expires: _ __OS=-/_'2).(---'-'/'-'29"-=-'u.,"""""'-________
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
24
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 40
DEKALB COUNTY SCHOOL DISTRICT
Sub-subcontractor Affidavit under O.C.G.A. § 13-10-91(b)(4)
By executing this affidavit, the undersigned sub-subcontractor verifies its compliance with O.C.G.A.§ 13-10-91,
stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of
services under a contract for _________________ and
on behalf of the DeKalb County School District has
registered with, is authorized to use and uses the federal work authorization program commonly known as E
Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines
established in O.C.G.A. § 13-10-91. Furthermore, the undersigned sub-subcontractor will continue to use the
federal work authorization program throughout the contract period and the undersigned sub-subcontractor will
contract for the physical performance of services in satisfaction of such contract only with sub-subcontractors
who present an affidavit to the sub-subcontractor with information required by O.C.G.A §13-10-91 (b). The
undersigned sub-subcontractor shall submit, at the time of such contract, this affidavit to
Additionally, the undersigned sub-
subcontractor will forward notice of the receipt of any affidavit from a sub-subcontractor to the contractor within
five (5) business days of receipt. Sub-subcontractor hereby attests that its federal work authorization user
identification number and date of authorization are as follows:
Federal Work Authorization User Identification Number: 1273555
Date of Authorization: 2014
Name of Sub-subcontractor:
Name of Project:
Solicitation Number (if applicable):
Name of Public Employer: DeKalb County School District
I hereby declare under penalty of perjury that the foregoing is true and correct.
18 2022 Greenville SC
Executed on MaY, ____� 201 in _____________________
(state)
Signature of Authorized Officer or Agent
7
2
Printed Name and Title of Authorized Agent: Jimmy Buddenberg
SUBSCRIBED AND SWORN BEFORE ME ON THIS THE \� DAY OF Ma.-y , 2011.-.
Notary Public
My Commission Expires: OS (1J.-\ /1,0'Uo
SUPPLIER NAME/ CERTIFYING OFFICIAL SIGNATURE
25
RFP 23-539 INDEPENDENT THIRD PARTY REVIEW OF CAPITAL PROGRAMS PAGE 60
ATTACHMENT I
RFP 23-539
Independent Third Party Review of Capital Programs
SIGNATURE PAGE
I certify that I have read this RFP document in its entirety and agree to conform to and comply with the
terms, conditions and requirements of this RFP. I also certify that I am a duly appointed official of the
offering company with the authority to authorize and engage this RFP submittal. Further, I certify that
the contents of the response to this RFP are true, accurate and complete.
Robert J. Brietz Practice Leader / Principal
______________________________ _______________________________
Printed Name/Engaging Authorized Position/Title
Company Official
Elliott Davis, LLC
_______________________________
Offeror’s Company Name
_______________________________ jay.brietz@elliottdavis.com
________________________________
Signature/Engaging Authorized E-mail address
Company Official
704.808.5247
________________________________
Telephone Number
5/19/2022
______________________________
Date
Elliott Davis, LLC /
______________________________________________
COMPANY NAME/ CERTIFYING OFFICIAL SIGNATURE
26
Our Understanding
Dear DeKalb County School District Leaders,
Elliott Davis, PLLC (“Elliott Davis”) understands the DeKalb County School District (the “District”) requires consultants to
assist the District in assessing its SPLOST IV and V capital programs and its oversight of approved budgets and projects. You
need a firm with the required resources, knowledge and responsiveness to provide top-quality consulting services in a timely
manner. With Elliott Davis, you will work directly with experienced managers and shareholders who employ all necessary
resources to meet your service expectations. This proposal addresses several key areas that you identified within the
Request for Proposal (RFP) and provides an overview of our services designed specifically for your needs.
Elliott Davis has extensive experience with capital programs for school districts and other government entities. We have a
team dedicated to performing similar capital program consulting services. As a result of this experience, we understand the
services you have requested and the requirements necessary to perform your engagement with the highest quality with
minimal interruptions to your staff and operations.
Very truly yours,
Robert J. Brietz, Jr., CPA, CIA
Principal and Digital Risk Services Practice Leader
27
Company Qualifications and
Experience
Firm History
Founded in 1920, Elliott Davis is a team of nearly 800 trusted advisors based in thriving Greenville, South Carolina, with nine offices
throughout the Southeast, including nearby Augusta, Georgia, ranking among the top forty accounting firms in the United States. We
use our diverse experience to solve rapidly evolving and complex business issues. We provide comprehensive assurance, tax, and
consulting solutions to diverse businesses, organizations, and individuals.
You need a firm with the required knowledge and responsiveness to provide timely, top-quality consulting services. With Elliott Davis,
you’ll work directly with experienced managers and shareholders who employ all the necessary resources to meet your service
expectations. This proposal addresses several key areas identified by you and provides an overview of our services designed
specifically to your needs.
One of many elements that separates our organization from others are our core values of Do the Right Thing, Service to Others, Mutual
Respect, Always Getting Better, and Quality. These values are the heartbeat of our culture, and the glue that ties us together. The
District can expect the following from our team:
Quality deliverables really matter to us
• No one on our team ever says something is “good enough”
• We perform multiple quality assurance checks on all of our deliverables – checking for technical integrity, clarity of language,
copy editing, and formatting consistency
What we offer is what you receive
• We will not offer you senior personnel and provide someone else
• We will not reassign members of the project team when another one of our projects needs them
• We estimate our level of effort and our price honestly and accurately to the scope you have requested
29
Team Background
Our Digital Risk Services team has comprehensive experience in all areas of risk management, internal audit, and analyzing capital
programs. This experience includes outsourced and co-sourced risk assessments, internal audits, risk management, and general
consulting for school districts and other government entities.
There are many factors that distinguish our team from our competitors:
• The team has serviced over 250 clients across the country, including several school districts
• An extensive network of public sector clients
• A team that offers a variety of solutions beyond the scope of this engagement
• A team with 30+ certifications to delivery high quality
• 50+ years of combined industry experience for the Key Personnel assigned to this engagement ready to bring thought
leadership to the organization
• Experience ensuring a smooth transition for clients switching to Elliott Davis from an existing provider or internal resources
We recognize that future demands on the District will result in new risks and process complexities. Our experience with public sector
entities, along with our commitment to providing a comprehensive portfolio of services suited to your needs, will enable us to fully
render outstanding support.
30
Our Experience Runs Deep
By serving hundreds of school districts, universities, and other government entities across the United States, we can draw upon our
experience to provide customers with insight into emerging issues and trends, as well as forward-looking advice to help position and
prepare the District for the future.
Engagements across hundreds of school
districts and government clients
Our service area is national in scope with clients
across the country; however, we focus on the
Southeast, specifically Florida, Georgia,
Kentucky, North Carolina, South
Carolina, Tennessee, and Virginia
31
Engagement Leaders
CINDY BRAMS, CPA
Government and Nonprofit Practice Leader
With over 30 years of experience, Cindy leads the firm’s Government and Nonprofit
practice, as well as the Charleston assurance practice. She has in-depth knowledge of
financial statement reporting and capital program requirements for school districts and
government entities, as well as experience assisting with operational issues that may
impact those sectors. Cindy also works extensively serving higher education, charter
school, and employee benefit plan clients.
Education, Credentials, and Special Training
Certified Public Accountant
B.A., Accounting, magna cum laude, University of Georgia
33
TIM GROW, CPA
Shareholder
Tim focuses on providing comprehensive assurance and management consulting
services to a diverse client base in governmental and not-for-profit industry sectors.
With more than 20 years of experience, he currently serves as the lead shareholder on
multiple school district engagements. Tim serves as the Office Leader for Elliott
Davis’s Charleston office.
Education, Credentials, and Special Training
Certified Public Accountant
Masters of Accountancy, University of South Carolina
B.S., Accounting, University of South Carolina
34
JAY BRIETZ, CPA, CIA, CCSFP, CHQP
Digital Risk Principal
Jay has almost 30 years of finance and accounting experience with in-depth knowledge
of all types of internal controls and process reviews, including outsourced internal audit,
general IT controls, risk management, and SOC Reporting. Jay leads Elliott Davis’ Digital
Risk Services practice, which includes outsourced/co-sourced Internal Audit, IT
Audit/SOX, SOC Reporting, and HITRUST. Jay has been focused on delivering internal
controls and risk management projects for organizations in multiple industries for the
past 20 years.
Education, Credentials, and Special Training
Certified Public Accountant
Certified Internal Auditor
Certified CSF Practitioner
M.S., Accounting, Appalachian State University
B.A., Economics and Speech Communication, University of North Carolina at Chapel Hill
35
AUSTIN MILLER, CPA, CISA, CITP
Risk and Internal Audit Service Leader
Austin’s professional résumé includes nearly seven years of client-facing service and
industry experience specializing in the practice of planning, executing and managing
business process risk and controls assessments; including risk assessment, internal
audit, SOX engagements, and consultative analysis engagements.
Austin also has experience performing internal audits and consultative analyses for
school districts and other government entities, including several SPLOST
engagements.
Systems and Frameworks Experience
ERP/Applications: Munis, Banner, SAP, Oracle
Frameworks: AICPA GAQC, GAGAS, COBIT, COSO, HITRUST, and PCAOB AS-5
Education, Credentials, and Special Training
CPA, State of North Carolina; Certified Information Systems Auditor;
B.S., Accounting, cum laude, Miami University
36
KIM DAVIS, CPA
Senior Manager
With nearly ten years of public accounting experience, Kim provides comprehensive
assurance and consulting services to a diverse client base of various sizes,
specializing in the not-for-profit, and governmental industries. Additionally, she has
experience working with school districts to perform Single Audits and consultative
capital programs engagements.
Education, Credentials, and Special Training
Certified Public Accountant, South Carolina Association of Certified Public
Accountants
B.A., Accounting, summa cum laude, Ball State University
37
EMILY TEMPLE, CPA
Manager
Emily has more than 15 years of experience in governmental accounting for local
governments and school districts across the southeastern United States. She has almost
ten years of finance leadership experience at multiple school districts, including more
than five years of CFO experience at two South Carolina-based school districts. Her
experience includes District-wide budgeting, federal program monitoring, and leading risk
assessments and internal audits.
Emily joined the Elliott Davis team to help facilitate improvements and add value across
multiple school districts throughout the country.
Education, Credentials, and Special Training
Certified Public Accountant, AICPA
B.S., Business Administration, Lander University
38
Capacity for Performance
We have developed a comprehensive program for staff recruitment, development, and retention that is continuously
monitored for improvement. Our very positive reputation and our impressive client base allow us to be successful in
hiring the graduates we want and retaining these graduates throughout their careers. We believe that our people are
more motivated and enjoy a greater degree of job satisfaction than the average in our profession, which is
something our clients notice and benefit from.
Elliott Davis makes a concerted effort to maintain continuity of the staff assigned to engagements. The firm assigns
shareholders, senior managers, and managers to an engagement in expectation that they will remain with the
engagement for the long term. With a retention rate much higher than the industry average, resulting from a variety
of people initiatives, we are able to make this commitment. Our commitment will include a high level of involvement
from the shareholders and managers assigned to the engagement. This commitment to use experienced senior
members of our firm helps provide higher quality services.
39
Project Methodology
Capital Programs Analysis Process
Our approach to completing a capital programs analysis is designed to minimize the impact on your resources and increase the
effectiveness of the overall engagement and is performed in five primary phases.
Identification of Scheduling and Analysis of In- Quality Review,
Inspection of
In-Scope Capital Interviews with Scope Project Report Delivery,
Contracts for In-
Improvement Key District Plans, Timelines, and Presentation
Scope Projects
Program Projects Personnel and Results of Results
• Using this approach, Elliott Davis has successfully helped dozens of clients evaluate their capital
programs. The engagement principals and managers will be heavily involved in the process from planning
through report issuance.
• Our team will create a detailed timetable and related procedures to include responsible parties to have
information available when engagement work is scheduled to be performed.
• We limit our scope to the projects and activities that are material to the District and/or add value to the
District. Unnecessary expansion of project scope can result in increased complexity, higher cost, and less
meaningful reporting.
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Phase 1 Overview
Identification of
In-Scope Capital
Improvement
Program Projects
It is important to note that not every school district has the same investment priorities and/or materiality thresholds; In this initial
phase, Elliott Davis:
• Works with management to ensure the scope of the analysis covers the appropriate projects
• Ensures the scope of the analysis is satisfactory for management and the DeKalb County Board of Education (the Board)
• Ensure that all procedures are coordinated with management and staff to ensure deadlines met and expectations for high
quality are maintained
This is accomplished through meetings with the organization and inspection of existing Capital Improvement Program Plans and
status reports.
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Phase 2 Overview
Identification of Scheduling and
In-Scope Capital Interviews with
Improvement Key District
Program Projects Personnel
Based on the results from the planning and scope determination phase, Elliott Davis will:
• Develop engagement plan with clearly defined roles, expectations, and delivery due dates
• Conduct walkthrough interviews of key stakeholders that have responsibilities for the in-scope projects
• Deliver detailed document request list to prepare for performance of engagement
• Provide detailed timeline and related procedures of responsible parties
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Phase 3 Overview
Identification of Scheduling and
Inspection of
In-Scope Capital Interviews with
Contracts for In-
Improvement Key District
Scope Projects
Program Projects Personnel
During this phase, Elliott Davis will:
• Identify all contracts related to the in-scope projects identified in Phase 1
• Inspect the bidding and selection process for the in-scope projects
• Inspect the initial contracts and any subsequent amendments to determine whether contract language was consistent with
approved project details outlined in the Capital Improvement Program document
• Additionally, we will provide comments and observations on any contracts that we identify as inconsistent with best
practices in the industry
• Perform high-level analysis of accounting records/reports for consistency with contract terms
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Phase 4 Overview
Identification of Scheduling and Analysis of In-
Inspection of
In-Scope Capital Interviews with Scope Project
Contracts for In-
Improvement Key District Plans, Timelines,
Scope Projects
Program Projects Personnel and Results
In this phase, Elliott Davis will:
• Compare in-scope project plans and timelines provided by the District to contracts and approved Capital Improvement
Program authorization and SPLOST referendums
• Inspect any project changes/amendments for consistency with written District policies and procedures on communication
and approval
• Inspect any work plan revisions and recovery schedules
• For completed projects, perform walkthrough interviews and/or inspection of end products to determine adherence to the
contracts and approved Capital Improvement Program projects
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Phase 5 Overview
Identification of Scheduling and Analysis of In- Quality Review,
Inspection of
In-Scope Capital Interviews with Scope Project Report Delivery,
Contracts for In-
Improvement Key District Plans, Timelines, and Presentation
Scope Projects
Program Projects Personnel and Results of Results
In this final phase, Elliott Davis will:
• Discuss comments and observations verbally with management
• Perform the following required internal reviews:
• All work papers are reviewed by a professional at least one level higher than the individual who performed work
• Report draft internally reviewed by engagement shareholder and cold review shareholder after undergoing thorough
proofing procedures by the engagement manager
• Deliver a draft consulting report of comments and observations for management’s review
Upon completion of our procedures, Elliott Davis will prepare and provide a draft consulting report to management for final input.
Once the draft is delivered, management will have sufficient opportunity to review and discuss any comments and observations in
the draft report before a final report is issued. Once all input is received from management, the final report is issued, and a closeout
meeting will be scheduled to present the results and discuss the findings/recommendations with management and the Board.
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Estimated Timeline
The below timeline is an estimate based on previous engagements of similar scope. Many factors can impact the timeline, including
the District’s responsiveness and capacity to assist in walkthroughs and documentation efforts.
Phase 3: Inspection of
Contracts for In-Scope
Projects
Phase 1: Identification of In- Phase 4: Analysis of In-
Scope Capital Improvement Scope Project Plans,
Program Projects Timelines, and Results
July Jul-Aug Aug-Sep Oct
Phase 2: Scheduling and Phase 5: Quality Review,
Interviews with Key Report Delivery, and
District Personnel Presentation of Results
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Elliott Davis Operations
Elliott Davis’s Utilization of Technology
Elliott Davis is committed to using computer-assisted techniques when their usage promotes more efficient and
effective analyses. We leverage all available technology while working “in the field” so our consultants may share
information and research tools. All of our consultants stay abreast of current technology trends and Elliott Davis
supports this effort with continuing education and training related to the utilization of current technology.
The Elliott Davis team is familiar with several leading internal audit and consultative engagement tools. Internally,
our teams utilize a document repository tool called Caseware. Within Caseware, our consulting teams have built
custom work programs that the engagement team will be able to leverage during this engagement. Our team
utilizes SmartSheets to help manage workflows and engagement status and Suralink as a secure document upload
portal. Suralink utilizes Secure Socket Layer (SSL) encryption for data during transmission and AES 256-bit
encryption once on the Suralink server.
Additionally, quarterly third-party penetration testing is conducted on Elliott Davis’s network and internal Elliott Davis
teams conduct monthly vulnerability testing. Elliott Davis’s information security policies were developed using
safeguard best practices and guidelines from multiple industry leading frameworks, including AICPA privacy
standards, ISO, NIST, HIPAA, GLBA, IRS and PCI-DSS.
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Measures of Client Satisfaction
At Elliott Davis, we know that we must measure and improve our performance on an ongoing basis. That’s why we
conduct a client satisfaction survey on a routine basis to determine the degree to which we are successful in
meeting and exceeding client’s requirements through our services, relationships and processes.
The Net Promoter Score methodology is a metric-based score based on a client’s likelihood to recommend us to
others, correlating to a client’s level of loyalty. The accounting industry average NPS is 31 percent and for three
consecutive years, Elliott Davis has outpaced the accounting industry and is considered “World Class” with a rating
of 70 percent.
In the surveys we have conducted we learned clients agreed that Elliott Davis engagement teams are highly skilled,
easy to work with and maintain the highest standards of ethics. Clients value our high-quality work, our thorough
understanding of their needs and our proactivity in our approach to understanding their business and helping them.
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Quality Control Process
Elliott Davis’s Professional Practice Groups routinely monitor our processes and products for adherence to our
Quality Control documents. We are required to maintain quality control standards to meet requirements set by the
AICPA, the Government Accountability Office, the Public Company Accounting Oversight Board (PCAOB), Internal
Revenue Service and other standard setting organizations. Integrity and objectivity are critical to our
professionalism and are a substantial portion of our services’ value to our clients and others who depend on our
work. Our quality control standards include:
• Leadership responsibilities for quality within the firm
• Relevant ethical requirements
• Acceptance and continuance of client relationships and specific engagements
• Human resources
• Engagement performance
• Monitoring
The adequacy of the firm’s quality assurance system is independently evaluated every three years through a peer
review conducted under the auspices of the AICPA National Peer Review Committee.
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Sample of Our Government Clients
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Cost Sheet
Cost Sheet
Our pricing is dependent upon the information provided within the RFP and any corresponding amendments. The scope and depth of analysis may be
negotiated prior to contracting at a fixed, blended rate of $185/hour*.
Scope of Work Hours Pricing**
Planning and Scheduling 20 $3,700
Fieldwork (32 hours per analysis year for 2017 – 2021 plus 8 hours
168 $31,080
for partial year 2022)
Report Development, Delivery, and Presentation 60 $11,100
Total 248 $45,880
*Pricing is an estimate based on the number of hours needed to complete the work at a blended rate of $185/hour utilizing the knowledge gained from prior experience and
the anticipated scope of the analysis. The scope of the analysis may be increased/decreased based on discussions with management and the number of audits conducted
annually. Fees include all travel time and additional expenses required to fulfill the engagement needs for the District.
**Payment terms are based upon completion of each of the phases and will be billed monthly unless alternative payment terms are agreed upon.
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Added Value
Innovate. Transform. Optimize.
Consulting and Advisory
Elliott Davis’ approach and practical industry knowledge helps clients innovate to improve operations and grow; transform to turn
risks into opportunities; and optimize investments and resources to enhance business value.
Innovate your business model, modernize
technology, and create best processes to improve Innovate
operations and drive growth.
Strategy & Growth
Business Systems & Technology Solutions
Financial Advisory
Turnaround & Restructuring Constantly transform to turn risk and compliance into
opportunities and conquer business challenges.
Cybersecurity & Data Privacy
Governance, Risk & Compliance
Optimize your investments, align resources and
improve efficiencies to maximize the value of your Fraud & Forensics
organization. Optimize Litigation Support
SOC Reporting
Transaction Advisory
Operational Excellence
Business Valuation
Transform
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What do you want to accomplish?
Achieve • Enhance business systems technology ecosystem
operational excellence & • Optimize performance of people, processes, & technology resources
accelerate business growth. • Improve efficiency & performance of all business systems & related services
• Ensure team members are in position to best position leverage their talents
• Facilitate collaboration & improve cross-discipline workflow
• Reduce cybersecurity and data privacy risks
Protect • Validate network & security designs
the sustainability of the
• Certify all products and vendor selections are equally protected from vulnerabilities
enterprise.
• Ensure systems & applications are properly implemented & maintained
• Assess threats and relevant metrics related to regulatory compliance
Ensure
• Develop holistic governance & risk management standards and procedures
internal controls are
maximized and • Ensure data is accurately processed & properly reported
exposures minimized. • Identify and prioritize current or potential risks
• Protect all sensitive materials, data and information
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Services to Accomplish Your Goals
• Business Systems Evaluation, Selection, Integration & Implementation
Achieve Business • Technology Training, Conversions & Upgrades
Systems & • Process & Efficiency Assessments
Consulting • Customized Internal Reporting
• Profit Center Tracking
Protect • Cybersecurity Assessment & Training
Digital Operations & • Vulnerability & Penetration Testing
• IT Architecture & Systems Review
Cybersecurity
• PCI Compliance
• Data Privacy
Ensure • HIPAA and HITRUST Regulatory Compliance
• IT Internal Audit Assessments
Risk & IT
• Enterprise Risk Management
Assurance • Corporate Governance
• SOC Reporting
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420 85
CERTIFICATIONS
YEARS COMBINED TO DELIVER
EXPERIENCE HIGH QUALITY
CUSTOMERS SERVED
30 800 1500
TEAM MEMBERS ENGAGEMENTS
STRONG
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Proposed Contract Amendments
Proposed Contract Amendments
By submitting this proposal response, Elliott Davis does not express complete agreement with your proposed terms and conditions.
Elliott Davis is a Certified Public Accounting (CPA) firm governed by AICPA standards and subject to rules and regulations from
various oversight entities; therefore, we are required to comply with certain requirements that may not directly align with your
proposed terms and conditions. However, if we are selected to be awarded this contract, we will negotiate final terms and conditions
in a responsive and mutually respectful manner. Below are the articles that will require negotiation:
Article 7 – Cancellation or Termination by DCSD
Inclusion of termination rights for Elliott Davis:
The District may terminate any Engagement Letter at any time by written notice to Elliott Davis. Subject to any restrictions imposed by
applicable ethical rules, Elliott Davis may terminate an Engagement Letter at any time upon written notice to the District. Termination
for any reason will not affect the District’s obligation to pay Elliott Davis for fees and expenses incurred prior to termination or in
transferring files to and otherwise cooperating with any successor consultant or advisor.
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Proposed Contract Amendments, cont.
Article 9 – Responsibility for Services
Update to align with the AICPA’s Standards:
Elliott Davis will perform the services in accordance with the Standards for Consulting Services established by the American Institute
of Certified Public Accountants. Elliott Davis’ services do not constitute an audit, review, or compilation of the information provided
and will not include a detailed examination of all transactions originated by the District. Additionally, Elliott Davis’ services are not
designed to, and cannot be relied upon to, take the place of management’s efforts to, discover errors, omissions, negligence,
irregularities, or illegal acts, including fraud or defalcations that may exist. Furthermore, the services are not designed to provide
assurance on internal control or to identify all significant deficiencies or material weaknesses. However, Elliott Davis will inform the
District of any such matters that come to Elliott Davis’ attention.
Article 10 – Ownership of Work Product and Article 11 – Accounting and Records
Update to align with the AICPA’s Standards:
The reports issued are the property of the District. Elliott Davis will retain copies of all reports and workpapers for a period of seven
years, in the office in which the report is issued, and these documents and workpapers will be made available to authorized employees
of the District and its regulatory authorities upon request. Access to these documents and workpapers will be provided within three
business days of request. Requests for copies of workpapers will be considered for an additional copying charge.
Article 20 – Indemnification
Update to align with the AICPA’s Standards:
Elliott Davis’ cannot indemnify a client as it may jeopardize our Firm’s professional liability insurance, which is required for this RFP.
We have a professional liability policy for the protection of our Firm and customers.
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Please reach out with
questions.
Jay.Brietz@elliottdavis.com
704.808.5247
Austin.Miller@elliottdavis.com
980.201.3174