Dekalb County Schools Aug 2025

AID 1851484 · View on Simbli

Agenda Item

b. Gartner, Inc. ~ Approval of Professional Services Agreement Renewal (Not to exceed $108,025)

Summary: Presented by: Mr. Elijah Palmer, Chief of Staff, Chief of Staff Division
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 $108,025.
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: $108,025 from the FY2026 Internal Audits & Compliance departmental budget (Loc. 7230).

100.2500.530000.00011.7230.9990.8010.010.0000
Contact: Mr. Joel B. Thibodeaux, Executive Director of Internal Audits & Compliance, Chief of Staff Division, 678-676-0740
Effective: September 1, 2025 - New licenses begin.
Status: Currently Under Legal Review
                      Gartner, Inc. Service Agreement for DEKALB COUNTY SCHOOLS (“Client”)

This Service Agreement (“SA”) is between Gartner, Inc. of 56 Top Gallant Road, Stamford, CT 06902 (“Gartner”) on behalf of itself and all
wholly-owned affiliates of Gartner, Inc. and Client of 3770 N Decatur GA 30032. (“Client”), and includes the Master Client Agreement
(98000-GTA-00280SS) between Gartner or Gartner’s parent or affiliate and Client or Client’s parent or affiliate dated JUN-2010 the terms of
which are incorporated by reference, and all applicable Service Descriptions. This SA constitutes the complete agreement between Gartner and
Client. Client agrees to subscribe to the following Services for the term and fees set forth below.

1. DEFINITIONS AND ORDER SCHEDULE:

Services are the subscription-based research and related services purchased by Client in the Order Schedule below and described in the Service
Descriptions. Service Names and Levels of Access are defined in the Service Descriptions. Gartner may periodically update the names and the
deliverables for each Service. If Client adds Services or upgrades the level of service or access, an additional Service Agreement will be
required.

Service Descriptions describe each Service purchased, specify the deliverables for each Service, and set forth any additional terms unique to a
specific Service. Service Descriptions for the Services purchased in this SA may be viewed and downloaded through the hyperlinks listed in
Section 2 below or may be attached to this SA in hard copy, and are incorporated by reference into this SA.


                                                                            Contract          Contract
                                                       Name of User                                               Annual Fee              Total Fee
  Service Name           Level of Access   Quantity                        Term Start         Term End
                                                       to be Licensed                                               USD                     USD
                                                                              Date              Date
Gartner for Legal,     Team Leader            1       Joel                01-AUG-2025        31-JUL-2026               $38,700.00             $38,700.00
Risk and                                              Thibodeaux
Compliance
Leaders for Audit
& Risk
Gartner for Legal,     Team Member            2       Cynthia             01-AUG-2025        31-JUL-2026               $77,400.00             $77,400.00
Risk and               Advisor                        Simien,
Compliance                                            Danielle
Leaders for Audit                                     Valentine
& Risk
Risk and Control       Subscription           1       Joel                01-AUG-2025        31-JUL-2026                     $0.00                 $0.00
Resources for                                         Thibodeaux
Internal Auditors
                                                                           Term Total         (Excluding                                     $116,100.00
                                                                                              applicable
                                                                                                taxes)
                                                                            Estimated         (Excluding                                     ($8,075.01)
                                                                             Credit           applicable
                                                                                                taxes)
                                                                             TOTAL            (Excluding                                     $108,024.99
                                                                                              applicable
                                                                                                taxes)

                                                                                              (Excluding
                                                                         Total Services:      applicable                                     $108,024.99
                                                                                                taxes)
1-2LJBZEBG   2603    FA000139


REPLACEMENT OF SERVICES. Upon execution by both parties, this SA shall cancel the previous Service Agreement or Letter of Agreement
dated 01-SEP-2024, between Client and Gartner or any wholly-owned affiliate of Gartner, Inc. (the “Contract”). Client will receive a credit,
which represents the portion of the fee paid by Client applicable to the remaining, unfulfilled Term of the Contract. This credit will be applied to
the invoice for this Service Agreement between Client and Gartner, and is subject to confirmation of the payment previously made to Gartner or
any wholly-owned affiliate of Gartner, Inc.




                                                      Gartner, Inc. - Service Agreement for use with a Master Client Agreement - Version 03/22 - Page 1 of 2
2. SERVICE DESCRIPTIONS:

Service Name/ Level of Access                                                                 Service Description URL
Gartner for Legal, Risk and Compliance Leaders for                                            http://sd.gartner.com/sd_lrc_team_leader.pdf
Audit & Risk Team Leader
Gartner for Legal, Risk and Compliance Leaders for                                            http://sd.gartner.com/sd_lrc_team_advisor_member.pdf
Audit & Risk Team Member Advisor
Risk and Control Resources for Internal Auditors                                              http://sd.gartner.com/sd_resources for auditors.pdf
Subscription


3. PAYMENT TERMS

Gartner will invoice Client annually in advance for all Services. Payment is due 30 days from the invoice date. Client shall pay any sales, use,
value-added, or other tax or charge imposed or assessed by any governmental entity upon the sale, use or receipt of Services, with the exception
of any taxes imposed on the net income of Gartner.

Please attach any required Purchase Order (“PO”) to this SA and enter the PO number below. If an annual PO is required for multi-year
contracts, Client will issue the new PO at least 30 days prior to the beginning of each subsequent contract year. Any pre-printed or additional
contract terms included on the PO shall be inapplicable and of no force or effect. All PO’s are to be sent to purchaseorders@gartner.com. This
SA may be signed in counterparts.

4. CLIENT BILLING INFORMATION

        ______________________________
«CSO1»F00                                                           «CSO1»M00   ___________________________________________________________________________
        Purchase Order Number                                                   Billing Address

        _____________________________
«CSO1»N00                                                       «CSO1»O00 ____________________________________________________________________________
        Invoice Recipient Tel. No.                                         Invoice Recipient Name

                                                                    «CSO1»P00___________________________________________________________________________
                                                                             Invoice Recipient Email

5. AUTHORIZATION

            Client:                                                                                               Gartner, Inc.
            DEKALB COUNTY SCHOOLS


«CSO1»A1N   _____________________________________________________                                      «GSO»A1N   ______________________________________________________

            Signature                                                                                               Signature

«CSO1»GNN   ____________________                                                                         «GSO»GNN ____________________
            Date                                                                                                    Date

«CSO1»HNN   ____________________________________________________                                       «GSO»HNN   ______________________________________________________
            Print Name                                                                                            Print Name
«CSO1»E10   _____________________________________________________                                          «GSO»E10 _____________________________________________________
        Title                                                                                                         Title




                                                                                    Gartner, Inc. - Service Agreement for use with a Master Client Agreement - Version 03/22 - Page 2 of 2