Agenda Item
a. Gartner, Inc. - Approval of Professional Services Agreement (Not to exceed $96,900) ~ Updated 8.12.2024
Summary: Presented by: Mr. Joel B. Thibodeaux, CIA, Director of Internal Audits & Compliance, Chief of Staff Division, 678-676-0740
Request: It is requested that the DeKalb Board of Education authorize the District to engage Gartner, Inc. utilizing the Georgia statewide contract (#99999-SPD-SPD0000208-0014) for the provision of flat-fee, subscription based advisory and consulting services to the Office of Internal Audits & Compliance for an amount not to exceed $96,900.
Why: Gartner, Inc. provides subscription based access to an extensive library of research, professional standards, regulatory documents, and industry performance data. Additionally, consultants are also available to advise and assist with the necessary research and development for internally managed upgrades and improvements to the operational and administrative processes in Internal Audits for the purpose of ensuring that our work meets or exceeds industry standards.
Details: Our critical priority is to modernize and mature DCSD's Internal Audit function to become more forward-looking and best in class.
Financial impact: $96,600 from the FY2025 Internal Audits & Compliance departmental budget (Loc. 7230).
100-530000-00011-7230-9990-8010-010-0000
Contact: Mr. Joel B. Thibodeaux, CIA, Director of Internal Audits & Compliance, Chief of Staff Division, 678-676-0740
Effective: September 1, 2023 - following Board approval and execution of the service agreement.
Status: Approved by Legal Affairs
Statewide 99999-SPD- NIGP
Contract Number SPD0000208- 0014 Codes 91806; 91821; 91875; 91890
Name of Contract Management Consulting Services
Expiration April 10, 2025
Effective Date April 11, 2023
Date
Contract Table of Contents
Suppliers Contract
39 Convenience
Awarded Information:
Contract Information for Supplier Page Number
Contractor's Name 2
Additional Contract Information
Ordering Instructions 3
Contract Renewals/ Extensions/ Changes 6
DOAS Contact Information 6
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Supplier Information Sheet
Contract Information
Statewide Contract Number 99999-SPD-SPD0000208-0014
Contract Name Management Consulting Services
PeopleSoft Supplier Number 0000004217
Supplier Name & Address
Gartner, Inc.
56 Top Gallant Road
Stamford, CT 006902-7700
PH (203) 964-0096
FX (866) 225-4277
Contract Administrator
Milton Pereira
ama.contractadmin@gartner.com
(203) 965-0096
Contact Details
Orders should be emailed to:
Milton Pereira
Ordering Information ama.contractadmin@gartner.com
(203) 965-0096.
Gartner, Inc.
P.O. Box 911319
Remitting Information Dallas, TX 75391-1319
(239) 561-4025
cashapplications@gartner.com
Delivery Days Varies by request
Discounts Refer to the cost worksheet
Payment Terms Net 30 Days
Bid Offer includes State and Local Government
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Supplier will accept Purchase Orders and
the Purchasing Card under this contract as
Acceptable payment method permitted by current policies governing the
Purchasing Card program.
Return Process ama.contractadmin@gartner.com
Special Quote/High Volume
ama.contractadmin@gartner.com
Process
Item Schedule
Pricing:
See MGMT Consulting Supplier Cost Worksheet for Supplier pricing and for the twelve (12) pre-
defined job titles/positions.
Awarded Category(ies)
1-Operations; 2-Human Resources; 3-Strategic Planning and 4-Procurement
Availability and Special Instructions:
It is strongly recommended that User Agency obtain and review at least three
proposals regardless of anticipated, engagement dollar amount.
DOAS has placed a $500,000 cost/SOW value threshold on individual engagements
between the Consultant and the User Agency. User Agency shall obtain DOAS' approval
prior to entering into a consulting engagement pursuant to the SWC
when the engagement is:
1. Equal to or greater than $500,000
2. A Change Order (in any amount) to an approved Original Engagement of
$500,000 or greater
Requests for approval of engagements of $500,000 or greater and Change
Orders should be made through the online Management Consulting Engagement
Request tool at https://service.doas.ga.gov/app/answers/
detailopa/a_id/1606. Requests must include, at the time the request is made, a
minimum of three (3) proposals from the SWC awarded supplier list. User
Agencies have the right to request proposals and review Consultants’
qualifications through a Statement of Need process. The Statement of Need
template is available for use as part of the ordering instructions.
Ordering Instructions:
User Agency should submit a Statement of Need request directly to three or more Consultants to
make working arrangements, including scope of the services, deliverables, team composition
and work plans.
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User Agency has the option of utilizing a project-based pricing model or an hourly rate pricing
model to accomplish the goals and tasks contained in its Statement of Work. Consultant’s cost/
compensation model should be fully detailed in its proposed Statement of Work.
Although not an exhaustive list, Management Consulting Services may include the following
services:
Management or strategy consulting
Program planning and evaluation consulting
Provisioning of studies, analyses, scenarios, and reports relating to an agency’s mission-oriented
business programs or initiatives
Leadership/management coaching services
Leadership development services
Customized business training as needed to successfully perform and complete a project
Policy and regulation review and development
Process and productivity improvement assessments
Process workflow analysis
Organization structure review and recommendations
Organizational staffing and job position recommendations
Customer/Citizen satisfaction surveys
Performance improvement recommendations
Organizational design
Employee retention, compensation and benefits strategies
Physical location review and assessment
Succession planning
Resource utilization analysis
Consultant cannot accept nor conduct management consulting engagements under this awarded
contract for categories not included as part of the above mentioned RFQC & RFQ. Per the RFQC &
RFQ, Consultant cannot accept a consulting engagement for Information Technologies/
System Integration, Finance, Accounting, Audit, Tax, and Environmental services under
this Statewide Contract.
User Agency must submit a Statement of Need request to three or more Consultants. Consultant
agrees to respond via this Statement of Need process such that User Agency can evaluate and
select the Management Consulting Consultant that 1) best understands the User Agency’s goals
and objectives for the project/engagement, 2) has the qualifications and experience requested by
User Agency and 3) provides the User Agency with a compelling approach and cost proposal.
Consultant’s engagement shall generally be documented in a Statement of Work (SOW). The
SOW is the document that describes the consulting services to be provided by Consultant
including the Tasks, Deliverables and Milestones, the measurable attributes of each Deliverable,
identification of the Deliverables and Services that are associated with each Task, and a
completion date for each Milestone and Deliverable, the Payment Schedule for each Deliverable
and Milestone, and any other items as agreed by the parties including Amendments.
Consultant is expected to abide by the negotiated terms and conditions contained in its Statewide
Contract with DOAS. Consultant shall not add conflicting terms nor modify or delete contract
terms via its presentations, project descriptions, proposals and/or Statements of Work.
The User Agency and Consultant may further negotiate Paragraph 11 “Warranty” and Paragraph
13 “Limitation of Liability” of the Statewide Contract document as it applies to the User Agency’s
specific Statement of Work. For example, the Statement of Work may include language to
address circumstances where a Consultant is self-insured.
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Consultant shall maintain sufficient qualified personnel and any other necessary business
resources throughout the duration of the mutually agreed upon work schedule to meet the
deadlines and all other performance requirements of any Statement of Work/purchase order
issued by a User Agency.
Consultant shall comply with all State and User Agency policies and standards in effect during the
performance of any resulting contract awards, including but not limited to User Agency policies
relating to personnel conduct, security, safety, confidentiality, privacy and ethics.
If authorized by the User Agency, Consultant’s invoices for any travel expenses shall be submitted
in accordance with State Travel Policy. (https://sao.georgia.gov/state-travel-policy).
DOAS will administer the Statewide Contract and monitor Consultant’s compliance with the
contract’s terms and conditions.
DOAS will manage any issues with regards to the acquisition process for Management Consulting
Services, and DOAS may delegate these responsibilities to User Agencies.
DOAS will be actively managing the Management Consulting Services Statewide Contracts through
a Supplier Relationship Management approach. DOAS will be assessing suppliers' contributions,
supplier utilization, User Agency satisfaction and continuous improvement opportunities. DOAS will
be initiating periodic (either quarterly or semiannually) contract and performance review meetings
with each Consultant.
User Agencies are solely and individually financially responsible for their respective purchases.
DOAS shall not be responsible for any payment regarding Consultant’s services unless DOAS
enters into a separate contract with Consultant to procure Management Consulting Services for
DOAS’s own internal purposes.
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Contract Renewals/ Extensions/ Changes:
DOAS Contact Information:
Tamar Forbes-Semple
Contract Management Specialist
tamar.forbes-semple@doas.ga.gov
404-657-9430
For Team Georgia Marketplace questions:
Procurement Help Desk
(404) 657-6000
procurementhelp@doas.ga.gov
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