DTSpade COI

AID 1906562 · View on Simbli

Agenda Item

c. RFP 22-533 Real Estate Advisory Services Renewal Approval ~ Dudley Thomas Spade SPE, LLC dba DTSpade (from November 19, 2025 through November 18, 2026 ~ Renewal Year 4 of 4 (Not to Exceed $300,000)

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
Request: It is requested that the Board of Education approve the renewal of RFP 22-533 to Dudley Thomas Spade SPE, LLC dba DTSpade, on an as needed basis, to provide real estate advisory services for a period of one year effective from November 19, 2025 through November 18, 2026 for an amount not to exceed $300,000.
Why: This request to renew RFP 22-533 ensures the district is provided real estate advisory services on an as-needed basis for services that include but are not limited to real property appraisal, assessments, valuations, acquisitions, brokerage and disposals based on the best value of the property in the context of the current and projected market. This is renewal option four (4) of four (4).
Details: RFP 22-533 was competitively solicited through the Purchasing Department. It was posted to IonWave on June 10, 2021. The RFP was advertised in the Champion Newspaper on June 10, 2021 and June 17, 2021. Electronic notification was sent to 56 vendors from the DCSD vendor bid list. Electronic notification was sent to 1,089 vendors through the State of GA Procurement Registry. Electronic notification was sent to 166 vendors through IonWave. Four (4) vendors responded to the solicitation. The responses were reviewed and four (4) were deemed responsive to requirements of the solicitation by the Purchasing Department.
Financial impact: The contract amount of $300,000.00 will be paid from the general fund GL Code: 100.2500.530000.7200.9990.8010.00.0000 and Capital Outlay fund GL Code: 300.4000.530000.7520.9990.8013.050.0000
Contact: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance, 678.676.0133
Effective: Upon Board Approval
Status: Approved by General Counsel
                                                                                                                                                                 DATE (MM/DD/YYYY)
                                            CERTIFICATE OF LIABILITY INSURANCE                                                                                      11/25/2025
  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).
PRODUCER                                                                          CONTACT
                                                                                  NAME:         Chubb Customer Service Center
                                                                                  PHONE                                       FAX
 STERLING SEACREST PRITCHARD INC                                                  (A/C, No, Ext): 866-972-2727                (A/C, No):
                                                                                  E-MAIL
 P O BOX 724137                                                                   ADDRESS: Chubbcsc@chubb.com
                                                                                                             INSURER(S) AFFORDING COVERAGE                                 NAIC #
ATLANTA                                                              GA 31139             INSURER A :   ACE Property And Casualty Insurance Company                        20699
INSURED                                                                                   INSURER B :   Bankers Standards Insurance Company                                18279
DUDLEY THOMAS SPADE SRE LLC                                                               INSURER C :   Federal Insurance Company                                          20281
1950 N PARK PLACE SE, BLDG 500                                                            INSURER D :

                                                                                          INSURER E :
ATLANTA                                                              GA 30339             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               INSD WVD              POLICY NUMBER              (MM/DD/YYYY) (MM/DD/YYYY)                           LIMITS
           COMMERCIAL GENERAL LIABILITY                                                                                        EACH OCCURRENCE               $             1,000,000
                                                                                                                               DAMAGE TO RENTED
               CLAIMS-MADE         OCCUR                                                                                       PREMISES (Ea occurrence)      $             1,000,000
                                                                                                                               MED EXP (Any one person)      $                 5,000
 A                                                 Y         D02056045                             11/17/2025     11/17/2026   PERSONAL & ADV INJURY         $              Included
       GEN'L AGGREGATE LIMIT APPLIES PER:                                                                                      GENERAL AGGREGATE             $             2,000,000
                      PRO-
           POLICY     JECT          LOC                                                                                        PRODUCTS - COMP/OP AGG        $             2,000,000
           OTHER:                                                                                                                                            $

       AUTOMOBILE LIABILITY                                                                                                    COMBINED SINGLE LIMIT         $
                                                                                                                               (Ea accident)
           ANY AUTO                                                                                                            BODILY INJURY (Per person)    $
           OWNED               SCHEDULED                                                                                       BODILY INJURY (Per accident) $
 A         AUTOS ONLY          AUTOS               Y         D02056045                             11/17/2025     11/17/2026
           HIRED               NON-OWNED                                                                                       PROPERTY DAMAGE               $
           AUTOS ONLY          AUTOS ONLY                                                                                      (Per accident)
                                                                                                                                Occurrence/Aggregate         $            ** 1M/2M
           UMBRELLA LIAB           OCCUR                                                                                       EACH OCCURRENCE               $             2,000,000
 B         EXCESS LIAB             CLAIMS-MADE     Y         D02056070                             11/17/2025     11/17/2026   AGGREGATE                     $             2,000,000
              DED          RETENTION $    0                                                                                                                  $
       WORKERS COMPENSATION                                                                                                            PER          OTH-
                                                                                                                                       STATUTE      ER
       AND EMPLOYERS' LIABILITY         Y/N
       ANY PROPRIETOR/PARTNER/EXECUTIVE                                                                                        E.L. EACH ACCIDENT            $             1,000,000
 C     OFFICER/MEMBER EXCLUDED?          Y N/A               7180-99-83                            11/17/2025     11/17/2026
       (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)

 **Hired and Non Owned Auto only are included within the General Liability limits
 The insurance afforded by the policies described herein is subject to all terms, exclusions and conditions of such policies. DEKALB
 COUNTY SCHOOL DISTRICT is listed as Additional Insured, per the terms and conditions of the Chubb Businessowners Liability
 Enhancement Endorsement - FINANCIAL SERVICES (INCLUDING SUBSIDIARIES OR NEWLY ACQUIRED OR FORMED
 ORGANIZATIONS)? (BOP-56019, or its equivalent) included in the policy.

CERTIFICATE HOLDER                                                                        CANCELLATION

                                                                                            SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
                                                                                            THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
                    DEKALB COUNTY SCHOOL DISTRICT                                           ACCORDANCE WITH THE POLICY PROVISIONS.


                 1701 MOUNTAIN INDUSTRIAL BLVD SUITE 1350                                 AUTHORIZED REPRESENTATIVE

                 STONE MOUNTAIN, GA 30339


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