Allovue Project Brief (DEKALB)

AID 1662580 · View on Simbli

Agenda Item

c. Annual Software Approval - PowerSchool Group LLC (Allovue) - Renewal Year 3 of 4 (from July 1, 2024 through June 30, 2025) (Not to exceed $558,615)

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
Request: It is requested that the Board of Education approve the annual PowerSchool agreement in the amount of $558,615. PowerSchool, previously Allovue, will provide a platform for resource allocation and budget development.
Why: This agreement will provide the following:
Allocate ($41,715) - The platform for the development of resource allocation for schools based on student enrollment and scholar needs.
Budget ($275,220)- The platform for the development of central office budgets aligned with District goals.
Manage ($229,680)- The platform will allow school leaders to display data from the system of record-Munis, in a user-friendly manner for the management of staffing and resources.
Budget Book ($12,000)- Formatting and development of the annual budget book that accompanies the Board adopted annual budget.
Financial impact: Funds will be paid from the GL account: 100.2500.530000.74711.9999.9990.8010.050.0000
Contact: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance, 678.676.0270
Effective: Upon Board Approval
Status: Approved by General Counsel
                                                             DEKALB COUNTY SCHOOLS




About Allovue

                                            Allovue empowers education leaders with
                                            solutions to equitably and effectively
                                            administer resources—so that every dollar
 OUR MISSION                                works for every student. With Allovue,
                                            districts overcome challenges related to
 Every dollar works for every student.      budgeting, spending analysis, resource equity,
                                            and transparency. Our software suite includes
 OUR VISION                                 a tool to create allocation formulas without
                                            spreadsheets, a collaborative budgeting
 Empower education leaders with             module for strategies-aligned planning, and a
 solutions to equitably and effectively     spending management portal for
 administer resources.                      administrators. We’re pushing toward the
                                            future where administrative work is
                                            well-orchestrated across finance, HR, and
                                            operations teams.




DeKalb’s Allovue Team




ALANA BETHEA              MEG ZICCARDI       EVAN WRIGHT             CORY EDMONDS
Senior District Partner   Account Manager    Director of             Vice President of
(Former Budget                               Professional Services   Customer Success and
Director, with over ten                                              Professional Services
years of education
finance experience)
                                                            DEKALB COUNTY SCHOOLS




PROJECT GOALS

   ➔ Articulate the current staffing model in a clear and concise manner and evaluate
     student-based budgeting models.
   ➔ Provide greater clarity and insight to school-based and non-finance budget
     managers around resources and spending.
   ➔ To ensure a stable and easy budget process that links spending plans to strategies
     and priorities
   ➔ To align spending to goals with a high level of transparency, clarity, and controlled
     collaboration.


SUCCESSES

88 principals and stakeholders
                                                USAGE HIGHLIGHTS
participated collaboratively in the
budget-building process for FY25!

In partnership with the Grants
                                                   88 users actively budgeting for FY25
Department, the Manage tool is being
configured to allow greater visibility into          46 users actively piloting Manage
expenses for central office and school
administrators.

District funding formula fully articulated in
the Allocate tool.




  WHAT’S NEXT?

  Gathering feedback from pilot users on the Manage tool, which will allow them to
  monitor and track their spending with unbreakable and infinitely configurable
  dashboards. Following the pilot, we will be rolling out to all end-users!

  The DeKalb team maintains regular communication with Allovue to set new goals,
  address challenges, review data, offer feedback to enhance the software, and ensure
  that every dollar is being used effectively within the district.