Digital Budget Book Solution Software

The Vendor is required to provide for a Digital Budget Book Solution Software for the school district, enabling automated, interactive, and accessible budget planning, reporting, and presentation.
- Specifications:
•    Customizable Budget Book Template: Enables the automatic creation and personalization of templates for fund, department, and revenue sections.
•    Interactive Web Presentation: Facilitates online publication of the budget book on an accessible website with integrated navigation features.
•    Award Criteria Guidelines: Incorporates GFOA and ASBO award criteria within the platform.
•    Pre-populated Glossary: Provides a customizable glossary of terms to enhance clarity.
•    AI Capabilities for Automated Narration: Utilizes artificial intelligence to generate automated narration.
•    Dynamic Financial Data: Streamlines the population of financial data, charts, tables, and statements automatically.
•    Collaborative Workflows: Supports multi-user editing and collaborative content development.
•    Embedded Dynamic Data: Allows for the integration of dynamic financial and nonfinancial charts, graphs, tables, and organizational charts.
•    Customizable Appearance: Offers flexibility in adjusting colors, fonts, graphics, and other design elements.
•    Capital Improvement Projects: Automatically embeds submitted and approved capital projects.
•    PDF Export: Features automated formatting and printing to PDF, including a dynamic table of contents and sequential page numbering.
•    Attachment Links: Permits the inclusion of links to attachments within budget book pages.
•    Annual Updates: Provides the capability to duplicate and update the budget book for subsequent fiscal years.
- Implementation and Onboarding:
•    Creation of an Admin User account; Customer Admin can be responsible for generating additional user accounts.
•    Assignment of an Implementation Manager (IM) to oversee activation and onboarding processes.
•    Scheduling and facilitation of kickoff and data discovery calls.
•    Provision of financial data requirements and detailed instructions.
•    Review, formatting, upload, and mapping of financial data.
•    Execution of data review meetings to address feedback and make necessary adjustments.
•    Delivery of comprehensive training sessions.

- Contract Period/Term: 1 year