Agenda Item
a. PERSONNEL RECOMMENDATION FROM EXECUTIVE SESSION
Summary: Presented by: Dr. Tekshia Ward-Smith, Administrator, Division of Human Resources , 678.676.1200.
Request: It is requested that the Board of Education approve the hiring recommendation of Dr. Milton Hall to the position of Director of Allotments in the Division of Finance.
Details: Dr. Tekshia Ward-Smith, Administrator, Division of Human Resources , 678.676.1200.
Contact: Dr. Tekshia Ward-Smith, Administrator, Division of Human Resources , 678.676.1200.
Effective: Effective after Board approval.
DeKalb County School District
Position Specification
Title: Director, Allotments and Position Control
DIVISION: Finance GRADE: 132
DEPARTMENT: Budget WORK DAYS: 246
REPORTS TO: Executive Director, Budgets FLSA STATUS: Exempt
RETIREMENT: Teachers Retirement System APPROVED (HR): May 1, 2021
General Statement of Job
Under limited supervision, develops, implements, and monitors the school-based budget process,
position control, and the creation of school allotments, as well as assists in the planning and
development of the annual process for efforts to maximize FTE earnings, ensure budgetary
compliance, and facilitates support to other departments involved in this process.
Specific Duties and Responsibilities
Essential Functions:
The following duties are representative of this position. The omission of specific statements of duties does not
exclude them from the classification if the work is similar, related, or a logical assignment for this classification.
Other duties may be required and assigned.
• Collaborates with schools and divisions on the implementation of schedules to ensure that
all schools are maximizing FTE
• Oversees planning, implementation, and monitoring of the allotment process to ensure
that all schools are within allotted budgets for staffing positions and to ensure efficient
use of allotments
• Directs and manages the position inventory control processes and procedures
• Assists in the development of long and short-range objectives for the planning of schools in
the district in terms of school staffing, innovation, FTE, class-size, schedules, and programs,
and works with the support Divisions such as Operations, Curriculum, Accountability, and
the HR department, as needed
• Assists in the development of the budget process including development of the annual
budget book and resource allocation methodology plan for schools
• Assists with the planning, implementing, monitoring, and revision of the district strategic
plans and procedures related to school allotments
• Represents the department as designated relative to functions in the area school
allotment issues
• Identifies and develops processes to address the goals and objectives of school allotment
and related budget item
• Assists Principals and Leaders with the FTE or school allotment process
• Communicates with staff and departments as it relates to all current state and federal
guidelines on schools staffing and class size requirements
Disclaimer: Information contained within this position specification only summarizes information for interested individuals. The statements herein are intended to describe the
general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills
required of a person in this position. If there is a discrepancy between the information in this position specification, the current documents obtained in the Division of Human Resources
will always govern. The DeKalb County School District reserves the right to modify, alter or discontinue these reference materials for any reason.
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Director, Allotments and Position Control
• Ensures compliance with all budget-related rules, regulations, and legal requirements
• Attends all required training sessions and meetings related to assigned responsibilities
• Directs, organizes, implements, and administers special projects as directed
• Assists Divisions with the specialized school programs such as International
Baccalaureate Program (IB); ensures appropriate development of these program budgets
• Assists in the development of policy manuals; collaborates with school choice peers to
provide appropriate placement for students based on Board of Education policies and
procedures
• Prepares reports for the district (SACs/AdvancED, Consolidation and
Redistricting, transportation, and House Bill 251); develops and writes responses
needed for inquiries from both internal and external stakeholders on a variety of
school-based budget and staffing topics, as may be required
• Develops, implements, and utilizes effective customer service strategies to communicate
with parents /stakeholders regarding student placement as directed by Board of
Education policies as directed
• Conducts, researches and analyzes data; creates reports as needed related to school-
based staffing and allotments
• Serves on district committees and initiatives to improve practices within the district
• Performs other duties as assigned
Education and/or Experience
• Master’s Degree from a Professional Standards Commission approved accredited college or
university in Accounting, Finance, Business, or closely related field is required.
• Minimum five (5) years of progressive managerial/administrative level experience in
budgeting and allotments or closely related field is required. Experience in school-based
budgeting and public school finance in a school district is required.
• Valid Georgia Professional Standards Commission approved certificate in educational
leadership at level L-5, NL-5, PL-6, or above required. If a level L-5, NL-5, PL-6, or above
certificate is not held, the individual must be eligible for the NPL certificate in educational
leadership or Support Personnel License from the Georgia Professional Standards
Commission (HR applies for SPL upon hire).
Certificates, Licenses, Permits
Certified Government Financial Manager (CGFM), Leadership Certification, Certified Public Finance
Officer (CPFO), Association of School Business Officials (ASBO) Certified Administrator of Shool
Finance and Operations (SFO) preferred.
Knowledge, Skills & Abilities:
Knowledge of the principles and practices of public administration and state government budgeting
and accounting, especially budget preparation, budget execution, budgeting and spending, labor
issues and efficiencies; policies and procedures; manpower and facilities requirement forecasting;
all relevant available public and private resources, regulations and guidelines, as well as state laws
regulating local school systems, State Board of Education rules and regulations.
Disclaimer: Information contained within this position specification only summarizes information for interested individuals. The statements herein are intended to describe the
general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills
required of a person in this position. If there is a discrepancy between the information in this position specification, the current documents obtained in the Division of Human Resources
will always govern. The DeKalb County School District reserves the right to modify, alter or discontinue these reference materials for any reason.
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Director, Allotments and Position Control
Excellent communication skills, both written and verbal; strong decision-making ability, ERP
experience, budget experience, proven performance, and resource management skills; strong
computer and business solutions software skills, including Excel
Ability to direct and administer the programs and services of an educational and/or service
organization; analyze and evaluate financial problems and to compile related financial data:
establish objectives and procedures governing the performance of assigned activities among
employees; develop and understand financial and/or operating reports; maintain confidential
information; effectively lead, organize, and direct the work of others; design and implement short
and long-range objectives; relate to a wide variety of people and to observe, listen, and provide
leadership which results in the best possible work environment
ADA Requirements:
Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force
frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.
Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are
required only occasionally, and all other sedentary criteria are met.
Reaching: Extending hand(s) and arm(s) in any direction.
Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with the
whole hand or arm as in handling.
Talking: Expressing or exchanging ideas by means of the spoken word. One must be able to convey
detailed or important spoken instructions to others accurately, loudly, or quickly.
Hearing: Ability to receive detailed information through oral communication; and to make fine
discrimination in sounds, such as when making fine adjustments on machined parts with or without
correction.
Vision: The ability to perceive the nature of objects with the eye. Acuity (near and far vision), depth
perception (three-dimensional vision), accommodation (adjustment of lens to the eye to bring an
object into sharp focus), the field of vision (the area that can be seen up and down or to the right or
left while eyes are fixed on a given point) and color vision (ability to distinguish and identify colors)
are required factors.
Repetitive Motions: Substantial movements (motions) of the wrists, hands, and/or fingers.
Performance Factors:
Interaction with Others: Ability to maintain, on a regular and consistent basis, relationships that are
not characterized by high levels of hostility, social withdrawal or failure to communicate. Ability to
be flexible in situations relative to daily routines. Ability to demonstrate sensitivity to the differences
among diverse populations.
Concentration: Ability to maintain workflow and thought processes in the presence of frequent
distractions. Ability to ignore irrelevant sights or sounds and intrusive thoughts or stimuli. Ability to
manage multiple tasks simultaneously with only a few or no errors.
Stressful Circumstances: Ability to produce quality work when short or unexpected deadlines are
presented. Ability to adjust work processes without incident when new and unexpected directions
are given relative to a project that may be in process. Ability to maintain composure and not
Disclaimer: Information contained within this position specification only summarizes information for interested individuals. The statements herein are intended to describe the
general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills
required of a person in this position. If there is a discrepancy between the information in this position specification, the current documents obtained in the Division of Human Resources
will always govern. The DeKalb County School District reserves the right to modify, alter or discontinue these reference materials for any reason.
Page 3 of 4 Reviewed/Revised: 10.2.2023
Director, Allotments and Position Control
compound a situation when interacting with persons who may be angry, demanding or otherwise less
than polite.
Independent Judgment: Ability to complete work tasks without being given procedure directions
relative to works steps or the final project.
Decision Making: Ability to make appropriate business decisions.
Organizational Skills: Ability to establish priorities; simultaneously manage multiple tasks; and
deliver a quality work product by a designated deadline.
Attention to Detail: Ability to recognize errors or layout features that detract from the physical
attractiveness or accuracy of a work product.
Public Contact: Ability to communicate professionally and effectively, both verbally and in writing,
with superiors, colleagues, and other individuals within and external to the school system. Ability to
demonstrate professionalism while interacting with others and to maintain constructive working
relationships.
Attendance and Dependability: Ability to be depended on to report to work at the scheduled time and
to seldom be absent from work. Ability to complete work in a timely, accurate manner and to be
conscientious about work performance.
Disclaimer: Information contained within this position specification only summarizes information for interested individuals. The statements herein are intended to describe the
general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills
required of a person in this position. If there is a discrepancy between the information in this position specification, the current documents obtained in the Division of Human Resources
will always govern. The DeKalb County School District reserves the right to modify, alter or discontinue these reference materials for any reason.
Page 3 of 4 Reviewed/Revised: 10.2.2023