Financial Advisory Services

DeKalb County School District is soliciting proposals for Financial Advisory Services through RFP 27-803, with submissions due by August 27, 2026. The solicitation is open to qualified vendors who can provide expert financial guidance to support the district’s fiscal operations, with no fixed contract value but an implied annual spend potential exceeding $50,000. Vendors must demonstrate capability through a comprehensive submission including a narrative of services offered, resumes of key personnel, and three to five professional references, all compiled into a single PDF uploaded via the Ion Wave online portal. Evaluation is based on a 100-point trade-off scoring system, where purchase price accounts for 30 points and non-price factors—including alignment with district needs, quality of services, reputation, total long-term cost, and past relationship with the district—collectively make up the remaining 70 points, emphasizing value over lowest cost. Mandatory certifications include compliance with the Buy America Act, Davis-Bacon Act, Equal Employment Opportunity requirements, debarment and suspension status, and adherence to 2 CFR Part 200 for federal fund usage. Vendors must complete and submit the Conflict of Interest Questionnaire and Certificate of Interested Parties, alongside a completed W-9 form, all scanned and uploaded as PDFs. All personnel interacting with students must undergo fingerprinting and criminal background checks under Texas Education Code Chapter 22, and vendors must provide certificates of general liability, workers’ compensation, and automobile liability insurance prior to contract execution. Performance is contingent on issuance of a district purchase order and must occur on district property; the initial contract term is one year with up to four one-year renewal options, subject to mutual written agreement. All submissions are subject to the Texas Public Information Act, and confidentiality claims require specific justification. Invoices must be submitted electronically, and payment will be processed only against approved purchase orders, with virtual Visa payments accepted. No physical packaging or marking requirements exist as this procurement is service-based and administratively managed through a digital platform.