RFQ 042726LB COSO Training and Implementation

April 6, 2026
SHELBY COUNTY BOARD OF EDUCATION
PROCUREMENT SERVICES
160 South Hollywood Street, Room 126 Memphis, Tennessee 38112-4892 Phone (901) 416-5376
(This document will not be accepted electronically or by facsimile. All submissions must be mailed or delivered to the above
address.)
Request for Qualifications
(NOT AN ORDER)
Please submit qualifications on the item(s) listed below. The right is reserved to reject any or all submissions. If substitutions
are offered, give full particulars. The submission must be submitted no later than April 27, 2026 @ 10:00 AM, CST.
The Shelby County Board of Education reserves the right to accept or reject any or all submissions, or any part thereof, and to
waive any minor informalities and/or technicalities that are deemed to be in the best interest of the Shelby County Board of
Education. Successful Vendors shall be paid only when delivery is complete. *For the appropriate purchases, all material data
safety data sheets (MSDA) must accompany all shipments covered under Tennessee Hazardous Chemical Right to Know Law-
Tennessee Public Chapter #417- House Bill #731.
REQUEST FOR QUALIFICATIONS
COSO Training and Implementation
For the purposes of this document, SCBE shall mean The Shelby County Board of Education and MSCS shall mean The
Memphis and Shelby County Schools. The term District shall mean the Memphis Shelby County School District. Submissions
MUST be received by Memphis-Shelby County Schools ("MSCS" or "District") by the due date and time set forth above.
During the solicitation process Vendors are not permitted to contact the Board and project Owner regarding the posted
solicitation. Failure to adhere to this requirement may subject the respondent to immediate disqualification.
Questions or requests for clarification of technical issues and terms pertaining to this RFQ must be submitted in writing via
e-mail to BRAXTONL@SCSK12.ORG and received by SCBE no later than April 13, 2026 @ 10:00 AM, CST.
ISSUED BY: LaQueeya Braxton, Director of Procurement RFQ #042726LB
We propose to furnish the item(s) and/or services outlined in the RFQ at prices quoted and guarantee safe delivery F.O.B. delivered and
as specified. Request for Qualifications are submitted with a declaration that no Shelby County Board of Education Member or employee
has a financial or beneficial interest in this transaction.
_________________________________________________________________________________________________________________________
NAME OF FIRM PHONE FAX#
________________________________________ __________________________________________________
ADDRESS CITY STATE ZIP CODE
___________________________________________________ ____________________________________________________
E-MAIL ADDRESS AUTHORIZED REPRESENTATIVE NAME
___ CHECK HERE IF YOUR COMPANY QUALIFIES AS A LOCAL VENDOR
PLEASE NOTE: Per the Memphis-Shelby County Schools Local Preference Purchasing Board Policy 2011, local preference purchasing means
giving preference to businesses located within Shelby County, Tennessee where local vendors must have a physical address located within the
limits of Shelby County for at least six (6) months prior to the solicitation opening date. A Post Office Box is not acceptable.
CHECK HERE IF YOU ATTACHED A COPY OF A VALID SHELBY COUNTY BUSINESS LICENSE.
"Shelby County Board of Education does not discriminate in its Programs or employment on the basis of race, color, religion, national origin, handicap/disability, sex
or age."
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PART I: SCOPE OF WORK......................................................................................................3
1.0 BACKGROUND ............................................................................................................................... 3
2.0 SCOPE OF SERVICES ................................................................................................................... 3
3.0 NON-EXCLUSIVE ............................................................................................................................ 3
4.0 NOTICE OF INTENT TO AWARD...................................................................................3
PART II: GENERAL TERMS AND CONDITION............................................................................4
1.0 STATEMENT OF CONFIDENTIALITY ............................................................................................ 4
2.0 TERM OF AGREEMENT ................................................................................................................. 4
3.0 PRE-RFQ MEETING ........................................................................................................................ 4
4.0 QUESTIONS AND INQUIRIES ........................................................................................................ 4
5.0 POINT OF CONTACT TECHNICAL CONTACT .............................................................................. 5
6.0 CONTRACT FACILITATOR/SCBE SUPERVISION ........................................................................ 5
7.0 CONTRACT TYPE ........................................................................................................................... 5
8.0 PAYMENT TERMS .......................................................................................................................... 5
9.0 RFQ REVISIONS ............................................................................................................................. 5
10.0 SUBMISSION DEADLINE................................................................................................................ 5
11.0 RFQ OPENING ................................................................................................................................ 6
12.0 DURATION OF OFFER ................................................................................................................... 6
13.0 INSURANCE .................................................................................................................................... 6
14.0 LIQUIDATED DAMAGES................................................................................................................. 6
15.0 CRIMINAL BACKGROUND CHECK/PHOTO IDENTIFICATION BADGE ...................................... 6
16.0 COMPLIANCE WITH LAWS..........................................................................................7
17.0 LEGAL COMPLIANCE.................................................................................................7
18.0 BONDING..................................................................................................................7
19.0 TERMS AND CONDITIONS ............................................................................................................ 7
PART III: RFQ FORMAT....................................................................................... ....................9
1.0 GENERAL FORMAT ........................................................................................................................ 9
2.0 RFQ FORMAT ................................................................................................................................. 9
PART IV: EVALUATION AND SELECTION PROCEDURE........................................................... 12
1.0 EVALUATION COMMITTEE .......................................................................................................... 12
2.0 EVALUATION PROCESS .............................................................................................................. 12
3.0 EVALUATION CRITERIA............................................................................................................... 12
PART V: SCOPE OF SERVICES (DETAILS)..............................................................................14
PART VI: APPENDICES
APPENDIX A - TERMS AND CONDITIONS
APPENDIX B - ADDENDA ACKNOWLEDGEMENT
APPENDIX C - REFERENCES
APPENDIX D - NON-COLLUSION CERTIFICATE
APPENDIX E - DEBARMENT AFFIDAVIT
APPENDIX F - ANTI-BRIBERY AFFIDAVIT
APPENDIX G - CERTIFICATE OF INSURANCE COVERAGE
APPENDIX H - POLICY 2011 LOCAL PREFERENCE PURCHASING
APPENDIX I - NONBOYCOTT OF ISRAEL CERTIFICATION
APPENDIX J- IRAN DIVESTMENT ACT CERTIFICATION
APPENDIX K- CERTIFICATIFICATION REGARDING LOBBYING
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PART I: SCOPE OF WORK
1.0 BACKGROUND
Shelby County Board of Education (SCBE) is the legal name of the Memphis-Shelby
County Schools (MSCS) district. MSCS is Tennessee's largest public school district and
is among the 25 largest public-school districts in the United States. MSCS serves
approximately 110,000 students in more than 200 schools. We employ more than 6,200
teachers and 6,000 support personnel to serve our unique student population
while offering programming and services to fit the needs of all our students.
Memphis-Shelby County Schools has created a data-driven culture that serves as the
backdrop for strategic decision-making and informed solution-based decisions. The
information gleaned from data, research-based strategies, and performance outcomes
provides our district with amazing opportunities to offer high-quality educational options
to every student.
The MSCS mission is to prepare all students for success in learning, leadership, and
life through three strategic initiatives. The initiatives are:
1. Strengthen Early Literacy (K-2) and Continuing Literacy (3-12)
2. Recruit, Retain, Immerse, and Entrench
3. Relevant, Rigorous, and Equitable Academics
2.0 SCOPE OF SERVICES
SCBE RFQ's for: COSO Training and Implementation. A description of the
requested services is contained in the Request for Qualifications (see pages 14-17
for the complete scope of services). Responses submitted must meet or exceed all
requirements. Submissions that do not meet or exceed all requirements will be
considered non-responsive.
3.0 NON-EXCLUSIVE
The intent of this contract is to provide SCBE with an expedited means of procuring
supplies and/or services. The contract resulting from this RFQ is for the convenience of
SCBE and is considered to be a "Non-Exclusive" use contract. SCBE does not
guarantee any predetermined usage or quantities.. SCBE will not be held to purchase
any particular Brand, in any groups, prices or discount ranges, but reserves the right to
purchase any item/items listed in the price schedule.
4.0 NOTICE OF INTENT TO AWARD
A Notice of Intent to Award is written notification that a vendor has been selected for a
contract award. This letter is not a guarantee of award. The Board of Education reserves
the right to reject or accept the recommendation submitted as a result of this RFQ. If the
Board accepts and approves the recommendation, an executed agreement will be
submitted to the successful supplier. If the Board rejects the recommendation, MSCS
shall rescind the Notice of Intent to Award.
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PART II: GENERAL TERMS AND CONDITIONS
1.0 STATEMENT OF CONFIDENTIALITY
It is understood and agreed that all information pertinent to this solicitation may contain
trade secrets, which are confidential and proprietary. The selected vendor agrees not to
disclose or knowingly use any confidential or proprietary information of SCBE and/or
third-party participant.
2.0 TERMS OF AGREEMENT
The anticipated term of this contract is for one (1) year with one (1) additional one (1)
year option to renew, not to exceed two (2) years.
3.0 PRE-PROPOSAL MEETING: N/A
4.0 QUESTIONS AND INQUIRIES
No interpretation of the meaning of the scope of services or other documents will be
made to any Service provider or Supplier orally. Questions shall be submitted in writing
to the Point of Contact (see Part II, 5.0). To be given consideration, the questions must
be received NO LATER THAN April 13, 2026 @ 10:00 AM, CST. Questions that are
deemed to be substantive in nature will receive a response in the form of an addendum
which shall be published on the MSCS Procurement website by EOD on April 15, 2026.
(www.scsk12.org/procurement/bids). Please do not submit questions in PDF format. It is
incumbent upon the vendor /potential respondents to check the MSCS Procurement
website regularly for any publications or addenda.
RFQ Schedule
RFQ Post April 6, 2026
Questions Due April 13, 2026 @ 10:00 AM (CST)
Q&A Posted April 15, 2026, by End of Day
RFQ Due April 27, 2026 @ 10:00 AM (CST)
****Vendor Presentations - TBD
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5.0 POINT OF CONTACT
LaQueeya Braxton
BRAXTONL@SCSK12.ORG
6.0 CONTRACT FACILITATOR /SCBE SUPERVISION
The Vendor's performance will be under the technical direction of the Buyer/Requesting
Department/Project Manager who will be responsible for ensuring vendor's compliance
with the requirements of this contract to include managing the daily activities of the
contract, providing technical guidance to the contract, and overall project scheduling and
coordination. The vendor shall be accountable to the end users on all matters relating to
the scope of work.
7.0 CONTRACT TYPE
The contract resulting from this solicitation will be a price contract based on the scope of
work.
8.0 PAYMENT TERMS
The Vendor shall submit an invoice detailing the services provided and the actual costs
incurred. Payment shall be in accordance with line-item price on the Purchase Order and
made within 30 days after the date on the invoice.
SCBE reserves the right to reduce or withhold contract payment in the event the Vendor
does not provide the Department with all required deliverables within the timeframe
specified in the contract or if the Vendor otherwise materially breaches the terms and
conditions of the contract.
9.0 RFQ REVISIONS
Should it become necessary to revise any part of this RFQ, addenda will be posted on
SCBE's Procurement Office website @ http://www.scsk12.org/procurement/bids. All
addenda, amendments or changes issued shall be deemed received by Vendor provided
they are posted to SCBE Procurement Office website. Failure of any Vendor to receive
or acknowledge receipt of such addenda or interpretation shall not relieve any Vendor
from any obligations under this RFQ as amended by all addenda. All addenda so issued
shall become part of the award.
10.0 SUBMISSION DEADLINE
To be eligible for consideration, submissions must be received at the Procurement Office
no later than April 27, 2026 @ 10:00 AM, CST. Vendors mailing submissions shall allow
sufficient carrier delivery time to ensure timely receipt of their submission to the
Procurement Office. After the submission deadline, no matter what the reason, the RFQ
will be returned unopened. Delivery to SCBE mailroom, lobby, etc. shall not constitute
delivery. The Procurement Office is located at 160 S. Hollywood Street, Room 126,
Memphis, TN 38112. RFQ responses delivered to any other location shall not
constitute delivery to the Procurement Services Office.
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11.0 REQUEST FOR QUALIFICATION OPENING
RFQ submissions are not opened publicly, but in the presence of at least two
Purchasing Office employees. Once the submissions are opened, the Buyer will prepare
a document that summarizes the RFQ's received. This document will be available for
inspection no later than 20 days after opening and prior to Notice of Award letter is
issued.
12.0 DURATION OF OFFER
An RFQ submitted in response to this solicitation is binding upon the Vendor and is
considered irrevocable for a minimum of 120 days following the closing date for receipt
of initial RFQ or the closing date for receipt of a best and final offer, if applicable.
13.0 INSURANCE
All Vendors shall complete and sign the attached Certificate of Insurance with their RFQ
per the attached insurance requirement form (See Appendix G).
14.0 LIQUIDATED DAMAGES
In the event the Awarded Respondent(s) fails to deliver the goods or services of the
contract in accordance with the specifications, SCBE reserves the right to purchase the
goods/services on the open market in sufficient quantities to assure the continued
operation of SCBE. All additional expenses incurred by SCBE as a result of such
purchases will be deducted from the moneys owed or moneys which may become due.
15.0 CRIMINAL BACKGROUND CHECK/PHOTO IDENTIFICATION BADGE
In accordance with TN Code Ann. 49-5-413, unless explicitly excluded by statute; and
pursuant to Memphis-Shelby County Schools' requirements, Vendors (persons,
corporations or other entities) whose employee(s), sub vendor(s), or representative(s)
will come in contact or close proximity to MSCS students during the course of business,
must require their employee(s), sub vendor(s), or representative(s) to supply a
fingerprint sample and submit to a criminal history check through the Tennessee Bureau
of Investigation (TBI), and they will issue them a greenlight letter. Once they receive the
greenlight letter, an appointment should be made with Memphis-Shelby County Schools
ID Department. A copy of the greenlight letter, along with $30.00 (exact change or
company check), will be required to obtain an MSCS Vendor ID Badge. A MSCS Vendor
ID Badge is required before permitting the person to have contact with the children or
entering school grounds.
The cost of fingerprinting, conducting the criminal records check, and obtaining a
Memphis-Shelby County School's identification badge will be the sole responsibility of
the Vendor for each of the Vendor's employee(s), sub vendor(s), or representative(s).
Vendors doing business with MSCS are required to renew their badges annually. The
Memphis-Shelby County School's identification badge shall be worn at all times by each
of the Vendor's employee(s), sub vendor(s), or representative(s) at shirt pocket height
while on Memphis-Shelby County Schools' property. For more information regarding
fingerprinting, conducting the criminal records check, and obtaining a Memphis-Shelby
County School's identification badge, please contact 901-416-5318.
MSCS further reserves the right to audit the criminal history background records of any
Vendor employee(s), sub vendor(s) or representative(s) having contact with MSCS
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students. Audits may be conducted on a quarterly basis with 48 hours' prior notice. It is
the Vendors responsibility to ensure records are current and made available upon
request to MSCS. Failure to provide MSCS access to current criminal history checks
upon request could lead to Vendor debarment.
16.0 COMPLIANCE WITH LAWS
Vendors shall comply with all federal, state, and local laws, statutes, ordinances, rules,
and regulations applicable to the services to be rendered under this Contract. Vendors
violation of any of these laws, statutes, ordinances, rules, or regulations constitutes a
breach of this Contract and entitles SCBE to terminate this Contract immediately upon
delivery of written notice of termination to the Vendor.
17.0 LEGAL COMPLIANCE
A. Vendor shall comply in all respect with Federal, State and Local Regulations,
including laws regarding eligibility to work in the United States. The provisions of this
Contract shall be governed by the laws of Tennessee. Any disputes, legal cases or
other controversies shall be pursued in Tennessee Courts consistent with and
subject to Tennessee State Law. Additionally, if applicable, all materials, supplies,
equipment, or services supplied as a result of this Contract shall comply with the
applicable U.S. and Tennessee Occupational Safety and Health Act Standards.
B. Specifically, vendor shall comply with all applicable laws and regulations relating to
the employment of aliens. Failure to comply with these laws shall constitute a
material breach of contract. It is a mandatory requirement of this contract that
employees of the Vendor and Vendor's subcontractors are screened through the
Federal Government's E-Verify system, found at www.dhs.gov/E-Verify . This is a
"no fee" service.
17.1 EPA COMPLIANCE
Materials, supplies, equipment, or services shall comply in all respects with the Federal
Noise Control Act of 1972, where applicable.
18.0 BONDING
A performance bond may be required for this project. Bonding requirements, if
applicable, will be outlined in the contract terms.
19.0 TERMS AND CONDITIONS
Any contract resulting from this submission shall be subject to the General Terms and
Conditions noted below except as otherwise modified herein.
It shall be the Vendor's sole responsibility to ensure compliance with all applicable
federal, state, and city laws, rules, ordinances, statutes, etc., that may impact this
contract. SCBE shall bear no responsibility for monitoring the Vendor's compliance with
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said legal requirements. If the Vendor fails to maintain legal compliance, SCBE may find
said Vendor in default.
In the event of conflict between the General Terms and Conditions and any part or
portion of the Special Conditions (Appendix A), these General Conditions shall take
precedence.
In the event of conflict between this solicitation and any of the General Terms and
Conditions proposed by any Vendor or incorporated in any acknowledgement of contract
awarded to the successful Vendor, the terms and conditions stated herein shall take
precedence unless modified in writing by the Procurement Director.
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PART III: RFQ FORMAT
1.0 GENERAL FORMAT
A. Vendors shall submit the following: Each submission should include as indicated
below.
The submission must include One (1) original (labeled), four (4) copies,
and 1 (one) USB in a sealed envelope clearly labeled as indicated in section
B below. An electronic version of the RFQ shall also be submitted with the
original. The electronic media must be a USB and shall bear a label on the
outside containing the RFQ number and name, as well as the name of the
Vendor.
B. The outside of each package shall be labeled with the following:
1. The Vendor's name and business address.
2. The due date/time for receipt of RFQ.
3. The Title of the RFQ and RFQ number
2.0 RFQ FORMAT
The RFQ must include a table of contents and all pages in the submission must be
numbered, consecutively from beginning to end and separated by tabs as described
below:
TAB A. TRANSMITTAL LETTER
The submission is to be accompanied by a brief transmittal letter prepared on the
Vendor's letterhead and signed by an individual who is authorized to commit the Vendor
to the services and requirements in the RFQ. This transmittal letter shall include:
1. The name, title, address, telephone number, and electronic mail address
of the person authorized to bind the Vendor to the contract, who will
receive all official notices concerning this RFQ.
2. The Vendor's Federal Tax Identification Number or Social Security
Number.
3. A brief statement illustrating that the Vendor understands the work to be
done, the commitment to perform the work within the indicated timeframe,
and a statement of why the firm believes it is best qualified to perform the
services described in the.
4. A statement indicating that the RFQ submitted represents a firm and
irrevocable offer for a period of one-hundred twenty (120) days.
5. Acknowledgement of all Addenda to this RFQ
TAB B. TABLE OF CONTENTS
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TAB C. EXPERIENCE AND CAPABILITIES
The respondent shall provide information on past and current experience providing
services similar in size and scope to those in this RFQ. This description shall include:
1. A summary of the services offered including the number of years the
Vendor provided these services; the number of clients and geographic
locations the Vendor currently serves, etc. and has served; and if a past
customer, why the Vendor is no longer providing services.
2. An organizational chart of the company showing the major components of
the unit(s) that will be performing the requirements of this contract; where
the management of this contract will fall within the organization; and what
resources will be available to support this contract in primary, secondary
and back-up roles
.
3. The names of all key personnel who will perform work under this contract.
Include each individual's resume. Include work history, educational
background and indicate the proposed role/function of each individual.
4. At least three (3) recent references from customers who are capable of
documenting the following: a) the Vendor's ability to manage similar
contracts, b) the quality and breadth of services provided by the Vendor
under similar contracts (See Appendix C). If Memphis-Shelby County
Schools is a client or has been a client of the Respondent for the services
outlined in the RFQ, MSCS reserves the right to be a reference, if not
listed.
TAB D. FISCAL INTEGRITY/FINANCIAL STATEMENTS
1. The Vendor shall include in its submission, completed audited financial
statements including the auditor's notes, for its last three (3) years. If the
Vendor has not had its financial statements audited by an independent
accounting firm, the Vendor must submit such un-audited financial
statements as it has. Some acceptable methods include but are not
limited to one or more of the following:
a. Recently audited (or best available) financial statements
b. Dunn and Bradstreet Rating
c. Standard and Poor's Rating
d. Lines of credit
e. Evidence of a successful financial track record
f. Evidence of adequate working capital
2. Vendor shall identify any claims during the past five (5) years and provide
information on any pending litigation, lawsuits etc. The failure to provide
accurate information may be determined to be a material breach of any
future agreement or contract with SCBE.
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