11/13/2003 - Packet i
AGENDA
TIGARD LIBRARY BOARD
THURSDAY, NOVEMBER 13, 2003 - 7:00 P.M.
TIGARD PUBLIC LIBRARY—PUETT ROOM
13125 SW HALL BLVD.
TIGARD, OREGON
1. CALL TO ORDER Lawton
2. ROLL CALL: BUTLER CHAPMAN DIAMOND_ KASSON_
LAWTON SMITH THEN-ELL TURLEY
3. Introduction of Mary Bush,Adult Services Librarian. Barnes
4. Approve Minutes of October 9, 2003. Lawton
` 5. Agenda Additions and Deletions. Lawton
6. Call to the Public. Lawton
7. Monthly Report for October 2003. Barnes
8. Review of Library Policies. Barnes
- Council Consent Item, December 16
9. Collection Agency. Barnes
10. WCCLS. Barnes
11. New Library. Barnes
12. Library Foundation. Diamond
13. Board Communications. All
(Reports from Board members on community and citizen activities)
14. Other Business. All
15. Adjournment.
TO ENSURE A QUORUM TO CONDUCT BUSINESS, PLEASE CALL CONNI ,MARTIN OR
MARGARET BARNES AT THE LIBRARY(503-684-6537), IF YOU ARE UNABLE TO ATTEND.
Agenda items,for future meetings IT
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TIGARD LIBRARY BOARD .
MINUTES
October 9, 2003
Call to Order: 7:02 p.m.
Roll Call: Barbara Butler, Sue Kasson, Jeff Lawton, Jane Smith, Jan Thenell and
Suzan Turley. Staff: Margaret Barnes and Connie Martin.
Introduction to Molly Carlisle, Children's Librarian:
Barnes introduced Molly Carlisle to the Board. Molly is the library's new Children's :.
Librarian, and has been with the library for a little over a month. She comes to the
library from North Carolina performing similar job responsibilities. She has both
experience and great ideas for programming in the children's area. Carlisle stated that
- she has been focusing on getting to know her collection, the processes at TPL and the
people she will serve. She is encouraging as many school tours/visits as possible to the
library. She is also researching poetry and puppeteers for the children. Carlisle has
also connected with some of the local schools to gear up for school projects.
Minutes: It was moved by Thenell and seconded by Smith to approve the minutes of
September 11, 2003. Motion passed unanimously.
Agenda Additions and Deletions: None.
Call to the Public: None.
September Monthly Report: The Board reviewed statistics for the month of September.
A narrative will be sent to the Board at a later date. Barnes did note that Tigard is
organizing and hosting several programs for the fall and winter months.
Review of Library Policies: The Board reviewed and discussed the Library Bill of
Rights, the Freedom to Read and Collection Development Policy. Lawton opened
discussion on the Library Bill of Rights. After reviewing the Bill.of Rights, Thenell moved
to endorse and reaffirm the Library Bill of Rights last reaffirmed by the Board
September 19, 2002, seconded by Turley. Motion passed unanimously. Lawton
opened discussion on the Freedom to Read. Turley moved to endorse the Freedom to
Read as presented, seconded by Kasson. Motion passed unanimously. Barnes stated
the Library's Collection Development Policy was revised to make it easier to read and
the Request for Reconsideration of Materials Form was added. Smith moved to accept
and adopt the preliminary Collection Development Policy, seconded by Turley. Motion
passed unanimously. After discussion of changes, filtering of public and private Internet
workstations and verification of ORS as stated in the Public Computer Rules, Turley
moved to rescind any prior motion to the Public Computer Rules and send to the City
Attorney for full review, seconded by Thenell. Motion passed unanimously. After
e
discussing the Collection Development Policy further, Smith moved to rescind the prior
motion to adopt the Collection Development Policy, seconded by Turley. Motion passed
unanimously. Smith moved to forward the Library's preliminary Collection Development
Policy to the City Attorney for review, seconded by Turley. Barnes gave background on
the Library's Internet access history. In the new library, it is planned to provide patrons
with the choice of selecting filtering on any Internet station. Barnes discussed adding
filters to three more workstations. After discussions, the Board expressed agreement.
WCCLS: Barnes distributed the WCCLS 5-year Financial Forecast based on the
proposed Local Option Levy passing by the voters. In this report, WCCLS has identified
a budget summary of services that would be maintained. The Library Board reviewed
the document and decided which services they felt were high and low priority. Some "
services of high priority are:
• Reviewing structure and governance options
• Restore/provide continuing education opportunities for LDB and CLAB
• Meet growth in Children's and Teen programs
• Plan for implementation of RFID (purchase library cards and item tags)
• Implement central Internet filter options for all public workstations, countywide
Internet usage counting, smartcard printing
• Continue to provide MARC and Authority Control and Database Quality Control
Some services of low priority identified are:
• Expand content in WILlnet
• Increase telephone reference coverage
• Consolidate InterLibrary Loan operations
• Develop and implement countywide plan for outreach services (local consideration)
The CLAB will vote November 5 on the levy package and the budget.
Library Foundation: It was announced that the Foundation will receive approximately
$1 ,000 for the Borders Book campaign event. Foundation President Marvin Diamond
has submitted his resignation as President, but will remain an active member. Mary
Crabtree will take on the responsibilities of President of the Foundation. Foundation
fundraising efforts continue with the Bricks for Books campaign, the upcoming holiday
gift wrapping at Borders and an author visit in April. The Rotary Club of Tigard is
working on a grant proposal to fund items for the technology room in the new library.
New Library: Barnes noted that the steel for the new library is up. The Board will have
the opportunity to tour the library after the first of the year. Staff has begun review and
selections of furnishings. Sample chairs will be available for testing in December. The
New Library Resource Team will meet October 27 to receive updates on the new
library, Hall Street improvements, the white house and will discuss the formation of a
Public Art Committee which will work on criteria for public art for the new library. The
Grand Opening Committee which will focus on giving the new library a "grand opening".
If members of the Board are interested in participating in these two groups, please let
Margaret know. As a note, the City's Web page is updated frequently with project
information and photos.
Board Communications:
• Thenell read an article in the New York Times about the Seattle, WA librarian who
agreed to be the model for the new librarian action doll that Diamond mentioned at
last month's Library Board meeting. The librarian will be on tour promoting the
new doll.
• Turley attended the Bricks for Books event at Borders and was given'a coupon by
the teller. She didn't have to present a coupon for the Foundation to receive their
donation.
Other Business:
Barnes noted that when the Board meets in November additional information about the
Collection Agency proposal will be available, and as a Cooperative will be operational in
January 2004.
Adiournment: It was moved by Smith, and seconded by Kasson to adjourn the meeting
at 8:30 p.m. Motion passed unanimously.
Next meeting is scheduled for November 13, 2003.
MEMORANDUM
TO: Bill Monahan,.City Manager
FROM: Margaret Barnes, Director of Library Services./77
DATE: December 23, 2003
SUBJECT: Library Monthly Report for October 2003
Personnel: Interviews for the Senior Library Assistant were held in October. A
candidate was selected and will be starting in November.
Technical Services: In October 1012 items were added to the collection and 355
bibliographic records were added to Polaris. The average number of days for items to
be cataloged and processed was 12. A total of 578 items were placed "on order" and
725 items were received. The average number of days from order submitted to being
placed was .7. The total number of materials withdrawn from the collection was 1470.
Reference Desk: Reference desk interactions for October totaled 4912. Of these
interactions 4618 were reference questions. This is a decrease of 7.8% in total service
interactions when compared with October 2002. It is likely that monthly totals for
Reference Questions and Service Interactions will continue to be less than the previous
year's count due to the reduction in staffing levels and open hours to the public.
Internet Public Computer Use:
Total hours of public computer use: 2570
Total users: 6593
Timed stations: 17
Circulation: Circulation staff processed 477 intralibrary crates this month; an average
of 15 crates per day. Approximately 65% of.the holds on the daily hold list were filled, a
total of 3,991 items processed to fill holds.
During October 55,046 items were checked out. This is a drop in circulation of
approximately 4% from last October. As mentioned in previous reports, it is likely that
the Library will continue to experience a decline in circulation this whole fiscal year.
However, even though overall circulation has declined the average hourly circulation
per hour for October and September has increased by 6.8% and 8.9% respectively.
Community Service: Four individuals performed Community Service hours served in
October for a total of 71.5 hours. Of these four individuals, three were Peer Court and
one was serving other court ordered hours.
M w1
Cultural Passes: The passes were used 34 times in October. The Children's Museum
was the most popular attraction this month with 11 uses. The library registered 18 new
people for the pass program this month.
New Library: Hoffman Construction continues to move ahead on the project. The
project remains on schedule and within budget. The framing of the building was
completed this month and work began on the roof of the community meeting room.
The New Library Resource Team met this month and was updated on the project.
The Library team began working this month with SRG and other consultants to develop
the FF&E package and the signage package. Both of these items are scheduled for
bidding in early 2004. Additional enhancements for the Community Meeting Room are
currently under review.
Volunteers: This month volunteers donated 1198 hours to the Library. This is
equivalent to an additional 6.9 FTE. These hours represent approximately an increase
of 18.2 when compared with 2002.
Volunteer Type Number Hours
Regular Volunteers 90 910.50
Youth Services 27 149.00
Boards and Committees* 9 21.00
Friendly Visitors 6 13.00
Adopt-a-Shelf 3 9.00
Community Service** 4 71.50
Make a Difference Day 7 21.00
Ladder Work*** 2 3.00
Total 148 1,198.00 = 6.9 FTE
* "Board and Committees" includes Library Board and the New Library
Resource Team.
** "Community Service" includes Peer Court, Municipal Court and other county
courts, both adult and youth referrals.
*** Ladder work is listed separately for insurance purposes.
r
WORK INDICATORS OCTOBER 2003 OCTOBER 2002 OCTOBER 2001
Circulation
Total (from WCCLS) 55,046 57,404 54,817
(Self-Check machine) 2,932 3,610 3,908
Days of Service 31 31 31
Average Daily Circulation 1,776 1,852 1,768
Hours of Service 272 310.5 310.5
Materials
Circulated per Hour 202 185 177
Increase in Circulation -4% +5% +9.92%
Materials Added 1,144 1,534 1,569
Materials Withdrawn 1,612 2,067 1,774
New Borrowers Registered 354 310 291
Cultural Passes Program 241 (YTD) 215 (YTD) 179 (YTD)
34 (Month) 55 (Month) 41 (Month)
Adult Programs 45 65 17
(Number of sessions) (3) (8) (3)
,Preschool Story Time 210 336 150
(Number of Sessions) (5) (9) (8)
Little People Storytime 166 504 128
(Number of Sessions,) (5) (9) (9)
Special Programs 163 70 667
(Number of Sessions) (5) (3) (22)
Children's Computer 52 110 159
Word Processors(stand alone) 147 189 230
Internet Access Station Users 6,593 5,325 4,395
Hours of Use 2,570 N/A N/A
Typewriter Users 7 44 14
Visitors
(Gate count - by 2) 21,571 24,604 21,629'`
WORK INDICATORS OCTOBER 2003 OCTOBER 2002 OCTOBER 2001
Circulation
Total (from WCCLS) 55,046 57,404 54,817
(Self-Check machine) 2,932 3,610 3,908
Days of Service 31 31 31
Average Daily Circulation 1,776 1,852 1,768
Hours of Service 272 310.5 310.5
Materials
Circulated per Hour 202 185 177
Increase in Circulation -4% +5% +9.92%
Materials Added 1,144 1,534 1,569
Materials Withdrawn 1,612 2,067 1,774
New Borrowers Registered 354 310 291
Cultural Passes Program 241 (YTD) 215 (YTD) 179 (YTD)
34 (Month) 55 (Month) 41 (Month)
Adult Programs 45 65 17
(Number of sessions) (3) (8) (3)
Preschool Story Time 210 336 150
(Number of Sessions) (5) (9) (8)
Little People Storytime 166 504 128
(Number of Sessions) (5) (9) (9)
Special Programs 163 70 667
(Number of Sessions) (5) (3) (22)
Children's Computer 52 110 159
Word Processors(stand alone) 147 189 230
Internet Access Station Users 6,593 5,325 4,395
Hours of Use 2,570 N/A N/A
Typewriter Users 7 44 14
Visitors
(Gate count -, by 2) 21,571 24,604 21,629*
Increase in Visitors -12% +14% +0.5%
Fines/Fees Collected $6,170.33 $5,631.62 $4,606.38
Gifts Received $ 0.00 $ 0.00 $ 0.00
* Gate count system down from 10/7-10/11;figure is estimated during this time.
LIBRARY BOARD
ORIGINAL APPT. DATE /
CURRENT TERM EXPIRES
BARBARA BUTLER - ALTERNATE 06-25-03 / 06-30-05
15740 SW Hall Blvd.
Tigard, OR 97224
Res: 503-684-8896
E-Mail: barbarabutler@twobutlers.com
DAVID CHAPMAN 06-09-98 / 06-30-04
9840 SW Landau Place
Tigard, OR 97223-1016
Res: 503-246-3118
E-Mail: chapmans@easystreet.com
MARVIN DIAMOND 07-11-00 / 06-30-07
13325 SW 72nd Avenue, Unit 3D
Tigard, OR 97223
Res: 503-620-4282 Bus: 503-241-4784
E-Mail: resipse@aol.com
SUE KASSON 05-27-97 / 06-30-05
16132 SW 113th Avenue, Apt. 165
Tigard, OR 97224
Res: 503-620-9771 Bus: 503-670-0440
E-Mail: suekasson@hotmail.com
JEFF LAWTON - CHAIR PRO TEM 01-22-02 / 06-30-05
9695 SW Riverwood Lane
Tigard, OR 97224
Res: 503-684-4136 Bus: 503-777-1601
E-Mail: jflawton@hotmail.com
JANE SMITH 04-11-00 / 06-30-06
9200 SW Elrose Court
Tigard, OR 97224
Res: 503-639-4622
E-Mail: jasmithpdx@aol.com
JAN THENELL 07-01-01 / 06-30-05
17015 SW Versailles Lane
Tigard, OR 97224
Res: 503-598-8472
E-Mail: jthenell@teleport.com
SUZAN TURLEY - VICE-CHAIR PRO TEM 06-25-02 / 06-30-07
11285 SW Meadowbrook Drive, #7
Tigard, OR 97224
Res: 503-620-1919
E-Mail: suzant@juno.com
Margaret Barnes, Library Director - margaret@ci.tigard.or.us
Connie Martin, Sr. Admin. Specialist - connie@ci.tigard.or.us Revised 10/13/03
Tigard Public Library Public Computer Rules
Posted (date)
To enable the largest number of people to obtain the maximum benefit from these
information facilities, certain rules are in effect. The Tigard Public Library reserves the
right to modify these rules at any time. Rule changes will be posted.
1. Public computer users are expected to have a basic knowledge of how to
operate a computer. Library staff can only provide limited assistance.
2. Use of the public computer workstations is limited to one hour per day per patron,
in order to provide equitable access for all of our patrons. Patrons need a
Washington County Library Card in order to log on to the public computer
stations. Visitors who are not eligible for a Washington County Library Card may
use the public computer stations by registering with the Library as a guest.
3. The Library is not responsible for damage to users' disks or computers or for any
loss of data, damage or liability that may occur from use of the Library's
computers.
4. Patrons are expected to be mindful and respectful of the rights of other patrons
and to respect staff, library rules and library equipment.
5. The settings on each computer are fixed for general use. Please do not attempt
to alter any computer settings. Individuals who tamper with these settings will be
asked to leave the computer area.
6. Internet access is open to patrons of all ages. The Library cannot control the
Internet and cannot be held responsible for its content. Parents are responsible
for their child's access to the Internet; children 10 years or younger must be
accompanied by a parent or guardian (ORS 163.545). Any restriction of a child's
or young adult's access to the Internet is the responsibility of the parent or
guardian. Selected terminals utilize Internet filters that block some Internet sites.
7. Tigard Public Library provides access to a printer from the public computer
workstations. Copies are 10 cents per sheet. . Please keep in mind that
information printed from a public computer workstation is not private and can be
viewed by other patrons and staff.
8. Unacceptable behavior that may result in the loss of public computer privileges
include:
• Internet access for purposes which violate U.S., state or local laws;
• Making unauthorized copies of copyrighted or licensed software or data;
Revised 10/16/03
• Tampering with the settings of any computer;
• Using another person's library card number to log onto a public computer for
the purpose of avoiding the one hour limit on computer use.
Any person who refuses to comply with these directions will be asked to leave
the Library premises. Law enforcement officials may be called to enforce
compliance with such a request.
Revised 10/16/03
Tigard Public Library
Approved by the Library Board October 12, 1995
Revised by the Library Board April 8, 1999
LIBRARY USE GUIDELINES
The Tigard Public Library expects patrons of all ages to exercise social responsibility in
the use of the library. Appropriate behavior ensures that all customers are able to use
the public library for their information, education and entertainment needs. Please be
considerate of others as you use this library and observe the following guidelines:
• Treat other patrons and staff with courtesy and respect.
• Quiet conversation, please.
• Children 10 years or younger shall not be left unattended by their responsible adult
guardian (ORS 163.545).
• Respect furnishings and equipment by using them appropriately.
• Respect other users' privacy.
• Beverages with lids are allowed in the Library Lobby and areas of the Library where
tables are available, ' . At no time will beverages be allowed
in or near the book stacks or computer areas. Consumption of food is allowed in the
Lobby and during Library-sponsored events only.
• Please use personal audio devices with headphones on low volume.
• Please park bicycles, skateboards, etc., outside.
• Patrons bringing cell phones or paging devices into the library must set them to the
silent or vibrating mode. Use of cell phones in the library is permitted if the use is
not loud. Prolonged conversations, in person or by phone, are allowed only in the
study rooms, lobby or any other areas specifically designated for such use.
Library staff members are required to speak to those who may need a reminder of these
guidelines. Our goal is to help everyone have an enjoyable, successful library visit.
Persons who violate certain provisions of State or local laws while on library premises
may be excluded from the premises, and/or have their library privileges revoked for up
to 90 days.
Approved October 12, 1995 by the Tigard Library Board
Revised April 8, 1999 by the Tigard Library Board
I:\LIB\Library Polices and Procedures\Library Use Guidelines.doc
9/19/03
TIGARD PUBLIC LIBRARY
CONFIDENTIALITY OF LIBRARY RECORDS
February 2003
Policy
The Tigard Public Library recognizes that all library users, regardless of age, have the
right to confidentiality and privacy with respect to information sought or received and
resources consulted, borrowed, acquired or transmitted.
User records of the Tigard Public Library showing 1) use of specific library materials
consulted, borrowed, acquired or transmitted, by a named person; or 2) consisting of
the name of a library patron together with the person's address or telephone number, or
both, are conditionally exempt from disclosure. These records include, but are not
limited to:
• Circulation records
• Borrower registration records
• Records created to facilitate access to and/or use of library information, materials
and services.
Tigard Public Library reserves the right to use library records for administrative
purposes, such as recovering overdue materials, payment for lost items, customer
surveys and other administrative mailings. Circulation and registration records may be
used only by a library employee working within the scope of his or her duties or by
outside agencies charged with the enforcement of library rules and policies or collection
of library property, unpaid fees, fines or other charges.
The Tigard Public Library recognizes that the disclosure of a person's record showing
the specific library use is an invasion of privacy. Circulation records, ilgelbidiigg
will not be divulged voluntarily to anyone except the patron or someone who can
produce the patron's library card number. User records will be provided pursuant to
lawfully _issued subpoenas or warrants issued by a court of competent jurisdiction.
When a subpoena or warrant is served on the Library, the subpoena or warrant shall be
delivered to the Library Director or designee, who shall guide the Library's response.
The Library Director may consult with the City Attorney if served with a subpoena or
warrant.
Rationale
Protecting the privacy and confidentiality of library users is a fundamental library value.
I:\LIB\Library Polices and Procedures\Privacy and Confidentiality Policy.doc
Oregon State Law recognizes the Tigard Public Library as a public body subject to the
Public Records Law. However, ORS 192.502.22 provides the following exemption from
disclosure of library public records:
"The records of a library, including circulation records, showing use of a specific library
material by a named person or consisting of the name of a library patron together with
the address or telephone number, or both, of the patron."
This law allows the library to set policies to protect library circulation and registrations
records from disclosure. In setting these policies, the library tries to strike a balance
between the privacy of the user and convenience for that same user.
I:\LIB\Library Polices and Procedures\Privacy and Confidentiality Policy.doc
Tigard Public Library
Adopted by the Library Board July 12, 2001
INTERNET ACCEPTABLE USE POLICY
The Tigard Public Library offers public Internet access as part of its mission to provide
resources that reflect the great diversity of interests and opinions in our community.
Internet use will be managed in a manner consistent with the Library Use Guidelines,
which are posted in the Library. Failure to use the Internet stations appropriately and
responsibly may result in revocation of Internet use privileges, Library privileges and/or
criminal prosecution.
As with other library resources, providing access to electronic information does not
imply sponsorship nor endorsement by the Library. The Library does not monitor and
has no control over the information viewed through the Internet and cannot be
responsible for its content. Users are encouraged to take advantage of the Internet and
to exercise good judgment and discretion. The Internet offers access to many valuable
sources of information, but not all sites are accurate, complete, or current. There are
many sites that carry information that you may think controversial or inappropriate. It is
left to each user to choose what is individually appropriate and, as with other Library
materials, parents or legal guardians are responsible for their minor children's use of the
I nternet.
Privacy Protection:
Users should be aware that it is their responsibility to protect their privacy while using
the Internet. Interactions involving personal information such as credit card numbers,
home address and phone, etc. should be used with caution. Tigard Library and the City
of Tigard are not responsible for sensitive or personal information transferred via the
Internet on Library computers.
Adopted by the Tigard Public Library Board July 12, 2001
I:/Iib/Library Policies and Procedures/Internet Acceptable Use
9/19/03
Library Card Policy
Registration for Library Card
Library cards are available free of charge to all citizens of Washington,
Multnomah, Clackamas, Hood River, Clark, Klickitat and Skamania Counties who
can provide proof of current residency. Applicant must be present to receive a
card. All patrons registering for a Washington County Library card must show
acceptable, current printed verification of name and street address of residence.
If a single piece of identification does not meet the criteria, a second piece of
identification may be used to furnish the needed information.
Acceptable I.D. for adults 18 or over will be:
Preferred:
+Driver's License, State I.D. Card or picture I.D. with current address.
If the current address is not on the preferred identification, the following additional
identification is accepted as proof of address:
+Dated utility bill or rent receipt
+Canceled envelope addressed to applicant with a current postmark
*Voter's registration card
*Automobile registration
Acceptable I.D. for youths under 18 will be:
*Any of the above in their name or the name of their parent/legal guardian (this
does not include babysitters, nannies day-care providers or grandparents).
*Evidence that youth is enrolled in the Tigard/Tualatin School District * including:
- A valid I.D. or Student Body Card
- Dated Report Card
- Obtaining card during school visit (ask Staff person for details)
Parent(s) or guardian(s) of all youths under age18 will receive a letter outlining
guidelines for library use.
There is a charge for replacement cards. (Same Identification requirements
apply). Those individuals not eligible for a free library card may obtain a card for
yearly nonresident fee.
Borrower's responsibility
Patrons enter into an agreement with the Library when they obtain their library
card. The library card states that "I accept full responsibility for the use of this
card. I will give immediate notice of loss of card or change of address." The
signature of the cardholder signifies acceptance of this responsibility.
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Y
The Library requires patrons to present their cards, appropriate identification, or
library card number with verification of address or phone number before checking
out materials. Unless reported as lost or stolen, it is implied that a person
possessing a library card has permission from the owner for use. Cardholders are
responsible for notifying the Library when their card is lost or stolen. Patrons are
responsible for all charges until their card is reported lost, including items checked
out on the card prior to reporting it lost.
To avoid referral of the account to collections and to be considered for a waiver of
fees, cardholders must immediately file a police report of theft and unauthorized
use. They must then submit a copy of this report to a Library Circulation
Supervisor to avoid referral of the account for collection.
Patrons who have lost their card may be issued a new one. Printed verification of
name and address of residence is required. Picture identification is the preferred
verification.
Retrieval of lost items is the library's priority. Replacement charges will be
removed for lost items returned in good condition within a reasonable amount of
time. Overdue charges will remain.
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Library Borrowing Policy
Borrowing periods, limits, renewals and reserves.
Borrowers must have a valid library card to check out materials. (A driver's license
or other appropriate identification may be used on occasion if the card is
forgotten, but should not be used as a permanent substitute for the actual library
card.)
In order to provide for the efficient and equitable circulation of materials, the
library sets the policies regarding length of loan for various materials; limits on the
number of items that can be borrowed; renewals and reserves.
a. Equipment disclaimer
The library assumes no responsibility for damage caused to a borrower's
audiovisual or computer equipment.
b. Length of loan
The Tigard Public Library sets the borrowing period for all materials borrowed and
reserves the right to set limited loan periods for particular types of material.
Tigard Library will honor borrowing periods set by other loaning libraries.
c. Limits
Limits may be placed on the number of items checked out per patron in order to
give access to library materials to a greater number of patrons.
d. Renewals
Items may be renewed for up to two (2) renewal periods. Items that are on a
waiting list for other patrons may not be renewed. Items may be renewed through
the online catalog, by presenting them at the circulation desk, or by phone. Items
long overdue are set to lost status and may not be renewed.
e. Holds (Reserves)
Patrons may have up to 50 hold requests. Tigard Public Library allows most
circulating materials to be placed on reserve.
IV. Fines, fees and replacement charges
Library material is loaned without charge for a defined loan period. Material
retained past the loan period is subject to overdue fines. Tigard Public Library
charges overdue fines in order to encourage library users to return materials for
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use by other patrons. Patrons are charged fines for material that is overdue,
beginning the first day after the due date. Fines are not charged for days that the
library is closed.
The charge for lost or damaged material is the replacement cost of the item plus
the processing charge. The processing charge is intended to help offset the labor
and materials cost involved with processing a replacement item.
Charges are not assessed for minor damage or general wear and tear. Charges
will be assessed for damage beyond normal use and that is obviously the patron's
responsibility. This includes items that are marked, cut, wet, moldy, scribbled on,
chewed, melted, have foreign materials on them, or missing parts that affect the
use of the item.
Items that are damaged and need to be withdrawn from use will be charged the
full price plus processing charges. Items that are damaged in a way that will
shorten the useful life of the item but that can still be used will be charged up to
one-half the price of the item.
Patron account charges must be paid within one year of assessment and remain
below $5.00 total in order to remain in good standing. Borrowing privileges for
accounts that are not in good standing will be suspended until the charges are
paid. Patron accounts with at least $25 in fines or lost material charges may be
turned over to a collection agency 49 days after the due date. Accounts referred
to a collection agency will be assessed an additional fee to cover the agency cost.
Tigard Library charges overdue fines and processing fees according to the fine
structure of Washington County Cooperative Library Services (WCCLS). These
charges are detailed in Borrowers Schedule of Charges.
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Washington County DRA
Five-Year Local Option Levy Balance Sheet Summary
FY04-05--FY08-09
141,
FY05 _ »pkFY06 .m_ __5 > .�a0r7 ___ . --FrY�08 FiYe09mm Tiotal*
Estimate Estimate Estimate Estimate Estimate
Resources
Beginning Balance $1,284,159 $4,240,622 $6,170,250 $6,843,065 $5,683,799 $1,284,159
General Fund Transfer $12,025,441 $12,506,459 $13,006,717 $13,526,986 $14,068,065 $65,1313,667
Current Property Taxes(levy) $8,315,085 $8,647,688 $9,099,375 $9,508,847 $9,984,289 $45,555,2845
Delinquent Taxes(levy) $0 $172,461 $219,483 $202,403 $209,010
Interest Earnings $72,403 $121,429 $221,063 $213,559 $152,276 $780,730
Departmental Revenue $126,500 $131,560 $136,918 $142,291 $147,983 $6'8`5,2`SY2
Total Revenues $20,539,429 $21,579,597 $22,683,556 $23,594,086 $24,561,624 $112,958,291
Total Resource ' "` "
+ � $� $ 3,588 $2i �220 " $8 F5 ,$05 $30, 7,10 $30,245 42.2 $+114,242,450
� �. 11-
Expenditures
Public Library Support $13,499,981 $15,254,988 $17,238,136 $19,479,094 $22,011,376 $'87,483,575
Central Support Services $3,832,985 $4,094,983 $4,472,605 $4,874,259 $5,087,704 $�2�2,36Y2,Sz35
Arts&Culture Support $200,000 $200,000 $200,000 $200,000 $200,000 $1,000,000
Contingency** $50,000 $100,000 $100,000 $199,999 $199,999 $64'9,997
MOMM91-es _. ,T $17,582,.966 $+19;649 970 ' $2"2,010,71 $24,753,352 $ 7,499,079 $+111,496,107
Ending Balance $4,240,622 $6,170,250 $6,843,065 $5,683,799 $2,746,343 $b2,746,343
%of operating expenses 24% 31% 31% 23% 10.0%
Taxpayer Impacts
51'r Average:
Cost Per$1,000 Assess.Val
Monthly Cost for Ave Home $3.58 $3.74 $3.91 $4.10 $4.31
Annual Cost for Ave Home $42.94 $44.87 $46.89 $49.24 $51.70 $47.13
Total Taxes Levied $8,799,032 $9,150,993 $9,562,788 $9,993,113 $10,492,769 $47,998,695
Average Annual Taxes `$9,599,739
Key AssumptionsF►Y08 _ OLMU9 5 Y�r Averaee:
County AV Growth Rate 4.0% 4.5% 4.5% 5.0% 5.0% 4.60%
Interest Rate 2.0% 2.0% 3.0% 3.0% 3.0% 2.60%
1 st year Tax Collection Rate 94.500% 94.500% 95.154% 95.154% 95.154% 94.89%
Average Home AV FY03-04 $158,800
Est AV FY04-05 to FY08-09 i $165,1r52 +° $'1172,584 :+ $180,350 $7]89,368 $+198,836 $18+1,258
*Total Resources only includes FY05 Beginning Balance.
**Contingency includes funds for WILI replacement(should it be needed),and funding for additional libraries that might come online
during levy cycle(i.e.North Plains and/or Gaston).
11/13/200311-5-03 Lib Levy 2004 rate based model finalSummary
COOPERATIVE LIBRARY LOCAL OPTION LEVY TAX PROJECTIONS 11/13/2003
Washington County
Five-Year Local Option Levy for Library Services In Washington County
FY05-FY09
FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FYII FY12 FY13 FY14 FY15
Assessed Value $ 32,749,599,757 33,842,430,175 $ 35,196,127,382 $ 36,779,953,114 $ 38,435,051,004 $ 40,356,803,555 $ 42,374,643,732
$.26 rate/$1000 last year reduced funding year 8,799 I ' I 99 ' 99 1 • ' '
$ 47,998,695 15YR Total
First Year Collection Dollars $8,315,085 $8,647,688 $9,099,375 $9,508;847 $9,984,289
First Year Collection Rates 94.500% 94.500% 95.154% 95.154% '
YRI FY05 YR2 FY05 YR3 FV05 YR4 FY05 YR5 FY05 1'R6 F1'05 YR7 FY05
YRI FY06 N'R2 FY06 YR3 FY06 YR4 FY06 YR5 FY06 YR6 FY06 YR7 FY06
YRI FY07 YR2 F1'07 YR3 FY07 YR4 FY07 YR5 FY07 YR6 F1'07 YR7 FY07
YRI FY08 YR2 FY08 YR3 FY08 YR4 FY08 YR5 FY08 Y0 F1'08 YR7 FY08
_ YRI FY09 N'112 FY09 1'R3 FY09 YR4 FY09 YR5 FY09 YR6 F1'09 YR7 FY09
IY_r2+CO11ectiOnS_ FYOT+ Yi2,+Collections FY05;FY06
`0 - �0- -0 0- T 0
I
ID ' I 172.461 179,359 130.054 135,906 142,702
I I 21) I 40,124 41,729 38,442 40,172 42,181
I 3D I 30,621 31,845 33,279 34,776 36,515 l
I I 4D I I 2,816 2,928 3,060 3,198 3,358
I 1 5D I I 1,496 1,556 1.626 1.699 1.784
1 1 6D I 1 3,784 3,935 4,112 4,297 4,512
Grand Total Taxes $ 8,315,085 $ 8,820,150 $ 9,318,858 $ 9,711,250 $ 10,193,299 $ 220,577 $ 85,356 $ 45,273 $ 9,169 $ 6,081 $ 4,512
97.36%
Cummulative Each Year $8,315,085 $17,135,235 $26,454,093 $36,165,343 $46,358,642
%of Levy Collected 17.324% 35.699% 55.114% 75.347% 96.583% Total Uncollectable
Amount Not collected $483,947 $330,844 $243,930 $281,863 $299,470 $1,640,053
%Not Collected 5.500% 3.615% 2.551% 2.821% 2.854% 3.417%
Tax Impacts
Assessed Value 32,749,599,757 33,842,430,175 35,196,127,382 36,779,953,114 38,435,051,004 40,356,803,555 42,374,643,732 44,493,375,919 46,718,044,715 49,053,946,951 51,506,644,298 54,081,976,513 56,786,075,339
Base is FY03:
$ 32,749,599,757
Est Growth Rate 0' I Average Assessed Value for the 5yr period:
Est Growth Rate 06 $ 38,628,515,757
Est Growth Rate 07
Est Growth Rate 08
Est Growth Rate 09
Per 1,000 AV Cost $0.2600 $0.2600 $0.2600 $0.2600 $0.2600 i
Collection Rates and AV Growth confirmed per Ellen Cooper 10/03
Washington County Library Levy 2004 11/13/2003
Estimate of Cash Flow and Interest Impacts-Year I (FY05)
S8,799,032 04.50%
Reg Taxes Del Taxes Interest Assumptions
Nov 80%payment $6,652,068 Yr Mo Assumptions GFT 80%transfer to WCCLS in Nov.10%in Feb,and 10%in May
Feb 10%payment $831.509 1 1 0 167% Interest rates-2%in years I and 2,3"/o thereafter
May 10%payment $831,509 General Fund Transfer Amount
$8,315,085 $0 $12,025,441
JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
Resources
Beginning Balance $737,054 $189,038 ($359,892) ($894,211) $8,191,440 $5,598,500 $5,084,129 $6,580,800 $6,042,523 $3,355,275 54,748,898 $1,284,159
General Fund Transfer $9,620,353 $1,202,544 $1,202,544 $12,025,441
Tax Revenues $6,652,068 $831.509 $831,509 $8,315,085
DEL Taxes $0
Departmental Revenue $250 $250 $250 $15,750 $250 $34,250 $25,750 $250 $250 $15,750 $250 $33,250 $126,500
Total Revenues $250 $250 $250 $15,750 $9,620,603 $6,686,318 $25,750 $2,034,303 $250 $15,750 $2,034,303 $33,250 $20,467,026
Total Resources $1,284,409 $737,304 $189,288 ($344,142) $8,726,391 $14,877,758 $5,624,250 $7,118,431 $6,581,050 $6,058,273 $5,389,577 54,782,148 $21,751,185
Expenditures
Public Library Support $224,999 $224,999 $224,999 $224,999 $224,999 $8,864,991 $224,999 $224,999 $224,999 $2,384,999 $224,999 $224,999 $13,499,981
Central Support Services $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $319,415 $3,832,985
Arts&Culture $100,000 $100,000 $200,000
Contingency- $4,167 $4,167 $4,167 $4,167 $4,167 54,167 $4,167 $4,167 $4,167 54,167 $4,167 54,167 $50,000
Total Expenditures $548,581 $548,581 $548,581 $548,581 $548,581 $9,288,573 $548,581 $548,581 $548,581 $2,708,581 $648,581 $548,581 $17,582,966
Ending Balance $735,828 $188,723 ($359,293) ($892,723) $8,177,810 $5,589,185 $5,075,669 $6,569,850 $6,032,469 $3,349.692 54,740,996 $4,233,567 $4,168,220
Interest Impact $1,226 $315 ($599) ($1,488) $13,630 $9,315 $8,459 $10,950 $10,054 $5,583 $7,902 $7,056 $72,403
Net Ending Balance $737,054 $189,038 ($359,892) ($894,211) $8,191,440 $5,598,500 $5,084',129 $6,580,800 $6,042,523 $3,355,275 $4,748,898 $4;240.622 $4,240,622
Washington County Library Levy 2004
Estimate of Cash Flow and Interest Impacts--Year 2(FY06)
$9,150,993 9450%
Reg Taxes Del Taxes Interest Assumptions
Nov 80%payment $6.918,151 Yr Mo
Feb 10%payment .$864,769 2.000% 0.167%
May 10%payment $864,769 General Fund Transfer Amount
$8,647,688 $171461 $12,506,459 '
JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
Resources
Beginning Balance $4,240,622 $3,657,509 $3,073,424 $2,488,365 $1,918,478 $11,353,337 $7,867,539 $7,317,035 $8,857,989 $8,282,572 $5,277,474 $6,714,862 $4,240,622
General Fund Transfer $10,005,167 $1,250,646 $1,250,646 $12,506,459
Tax Revenues $6,918,151 $864,769 $864.769 $8,647,688
DEL Taxes $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $14,372 $172,461
Departmental Revenue $260 $260 $260 $16,380 $260 $35,620 $26,780 $260 $260 $16,380 $260 $34,580 $131,560
Total Revenues $14,632 $14,632 $14,632 $30,752 $10,019,799 $6,968,143 $41,152 $2,130,046 $14,632 $30,752 $2,130,046 $48,952 $21,458,168
Total Resources $4,255,254 $3,672,141 $3,088,056 $2,519;117 $11,938,277 $18,321,479 $7,908,691 $9,447,081 $8,872,621 $8,313,323 $7,407,520 $6,763,814 $25,698,791
Expenditures
Public Library Support $254,249 $254,249 $254,249 $254,249 $254,249 $10,017,449 $254,249 $254,249 $254,249 $2,695,049 $254,249 $254,249 $15,254,988
Central Support Services $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $341,249 $4,094,983
Arts&Culture $100,000 $100,000 $200,000
Contingency" $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $100,000
Total Expenditures $603,831 $603,831 $603,831 $603,831 $603,831 $10,467,031 $603,831 $603,831 $603,831 $3,044,631 $703,831 $603,831 $19,649,970
Ending Balance $3,651,423 $3,068,310 $2,484,225 $1,915,286 $11,334,446 $7,854,449 $7,304,860 $8,843,251 $8,268,790 $5,268,692 $6.703,689 $6,159,983 $6,048,821
Interest Impact $6,086 $5,114 $4,140 $3,192 $18,891 $13,091 $12,175 $14,739 $13,781 $8,781 $11,173 $10,267 $121,429
Net Ending Balance $3,657,509 $3,073,424 $2,488,365 $1,918,478 $11,353,337 $7,867,539 $7',317,035 $8,857,989 $8,282,572 $5,277,474 $6,714;862 $6,170,250 $6,170,250
Washington County Library Levy 2004
Estimate of Cash Flow and Interest Impacts--Year 3(FY07)
$9,562,788 95.15%
Reg Taxes Del Taxes Interest Assumptions
Nov 80%payment $7,279,500 Yr Mo
Feb 10%payment $909,938 0.250%
May 10%payment $909,938 General Fund Transfer Annum
$9,099.375 $219,483 $13,006,717
JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
Resources
Beginning Balance $6,170,250 $5,534,259 $4,896,679 $4,257,505 $3,633,640 $13,422,695 $8,979,153 $8,377,835 $9,963,500 $9,336,992 $5,960,726 $7,440,098 $6,170,250
General Fund Transfer $10,405,374 $1,300,672 $1,300,672 $13,006,717
Tax Revenues $7,279,500 $909,938 $909,938 $9,099,375
DEL Taxes $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $18,290 $219,483
Departmental Revenue $270 $270 $270 $17,135 $270 $37,044 $27,851 $270 $270 $17,035 $270 $35,963 $136,918
Total Revenues $18,560 $18,560 $18,560 $35,425 $10,423,934 $7,334,834 $46,141 $2,229,169 $18,560 $35,325 $2,229,169 $54,253 $22,462,493
Total Resources $6,188,810 $5,552,820 $4,915,239 $4,292,930 $14,057,573 $20,757,529 $9,025,295 $10,607,005 $9,982,060 $9,372,318 $8,189,896 $7,494,351 $28,632,743
Expenditures
Public Library Support $287,301 $287,301 $287,301 $287,301 $287,301 $11,319,717 $287,301 $287,301 $287,301 $3,045,405 $287,301 $287,301 $17,238,136
Central Support Services $372,717 $372,717 $372,717 5372,717 $372,717 $372,717 $372,717 $372,717 $372,717 $372,717 $372,717 $372,717 $4,472,605
Arts&Culture $100,000 $100,000 $200,000
Contingency' $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $8,333 $100,000
Total Expenditures $668,352 $668,352 $668,352 $668,352 $668,352 $11,800,768 $668,352 $668,352 $668,352 $3,426,456 $768,352 $668,352 $22,010,741
Ending Balance $5,520,458 $4,884,468 $4,246,887 $3,624,578 $13,389,222 $8,956,761 $8,356,943 $9,938,653 $9,313,708 $5,945,862 $7,421,544 $6,826,000 $6,622,002
Interest Impact $13,801 $12,211 $10,617 $9,061 $33,473 $22,392 $20,892 $24,847 $23,284 $14,865 $18,554 $17,065 $221,063
Net Ending Balance $5,534,259 $4,896,679 $4,257,505 $3,633,640 $13,422,695 $8,979,153 $8,377,835 $9,963,500 $9,336,992 $5,960,726 $7,440,098 $6,843,065 $6,843,065
Washington County Library Levy 2004
Estimate of Cash Flow and Interest Impacts--Year 4(FY08)
$9,993,113 95.15%
Reg Taxes Del Taxes Interest Assumptions
Nov 80%payment $7,607,078 Yr Mo
Feb 10%payment $950.885 3.000% 0.250%
May 10%payment $950.885 General Fund Transfer Amount
$9,508.847 $202,403 $13,526,986
JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
Resources
Beginning Balance $6;843,065 $6,127,989 $5,411,126 $4,692,470 $3,989,497 $14,115,929 $8,485,425 $7,803,211 $9,399,878 $8,691,195 $4,873,769 $6,362,862 $6,843,065
General Fund Transfer $10,821,589 $1,352,699 $1,352,699 $13,526,986
Tax Revenues $7,607,078 $950.885 $950.885 $9,508,847
DEL Taxes $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $16,867 $202,403
Departmental Revenue $281 $281 $281 $17,716 $281 $38,526 $28,965 $281 $281 $17,716 $281 $37,401 $142,291
Total Revenues $17,148 $17,148 $17,148 $34,583 $10,838,736 $7,662,471 $45,832 $2,320,731 $17,148 $34,583 $2,320,731 $54,268 $23,380,527
Total Resources $6,860,212 $6,145,137 $5,428,274 $4,727,053 $14,828,233 $21,778,400 $8,531,257 $10,123,942 $9,417,026 $8,725,777 $7,194,500 $6,417,130 $30;223,591
Expenditures
Public Library Support $324,651 $324,651 $324,651 $324,651 $324,651 $12,791,281 $324,651 $324,651 $324,651 $3,441,308 $324,651 $324,651 $19,479,094
Central Support Services $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $406,188 $4,874,259
Arts&Culture $100,000 $100,000 s , $200,000
Contingency• $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $199,999
Total Expenditures $747,505 $747,505 $747,505 $747,505 $747,505 $13,314,135 $747,505 $747,505 $747,505 $3,864,163 $847,505 $747,505 $24,753,352
Ending Balance $6,112,707 $5,397,632 $4,680,768 $3,979,548 $14,080,728 $8,464,265 $7,783,752 $9,376,437 $8,669,521 $4,861,615 $6,346,995 $5,669,625 $5,470,240
Interest Impact $15,282 $13,494 $11,702 $9,949 $35,202 $21,161 $19,459 $23,441 $21,674 $12,154 $15,867 $14,174 $213,559
Net Ending Bal_cc $6,127,989 $5,411,126 $4,692,470 $3,989,497 $14,115,929 $8,485,425 $7,803,211 $9,399,878 $8,691,195 $4,873,769 $6,362,862 $5,683,799 $5,683,799
Washington County Library Levy 2004
Estimate of Cash Flow and Interest Impacts--Year 5(FY09)
$10,492,769 95.15%
Reg Taxes Del Taxes Interest Assumptions
Nov 80%payment $7,987.431 Yr Mo
Feb 10%payment $998.429 3.000% 0.250%
May 10%payment $998.429 General Fund Transfer Amunt
$9,984,289 $209,010 $14,068,065
ALL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
Resources
Beginning Balance $5,683,799 $4,906,246 $4,126,750 $3,345,305 $2,580,084 $13,077,361 $6,142,806 $5,396,308 $7,029,285 $6,255,097 $1,966,523 $3,490,676 $5,683,799
General Fund Transfer $11,254,452 $1,406,807 $1,406,807 $14,068,065
Tax Revenues $7,987,431 $998,429 $998,429 $9,984,289
DEL Taxes $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $17,417 $209,010
Departmental Revenue $292 $292 $292 $18,425 $292 $40,067 $30,124 $292 $292 $18,425 $292 $38,898 $147,983
Total Revenues $17,709 $17,709 $17,709 $35,842 $11,272,162 $8,044,916 $47,541 $2,422,945 $17,709 $35,842 $2,422,945 $56,315 $24,409,347
Total Resources $5,701,508 $4,923,956 $4,144,459 $3,381,147 $13,852,246 $21,122,277 $6,190,348 $7,819,253 $7,046,995 $6,290,939 $4,389,468 $3,546,992 $30,093,146
Expenditures
Public Library Support $366,855 $366,855 $366,855 $366,855 $366,855 $14,454,147 $366,855 $366,855 $366,855 $3,888,678 $366,855 $366,855 $22,011,376
Central Support Services $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $423,975 $5,087,704
Arts&Culture $100,000 $100,000 $200,000
Contingency- $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $16,667 $199,999
Total Expenditures $807,497 $807,497 $807,497 $807,497 $807,497 $14,994,789 $807,497 $807,497 $807,497 $4,329,320 $907,497 $807,497 $27,499,079
Ending Balance $4,894,011 $4,116,459 $3,336,962 $2,573,650 $13,044,749 $6,127,488 $5,382,851 $7,011,756 $6,239,498 $1,961,619 $3,481,971 $2,739,495 $2,594,067
Interest Impact $12,235 $10,291 $8,342 $6,434 $32,612 $15,319 $13,457 $17,529 $15,599 $4,904 $8,705 $6,849 $152,276
Net Ending Balance $4,906,246 $4,126,750 $3,345,305 $2,580,084 $13,077,361 $6,142,806 $5,396,308 $7,029,285 $6;255,097 $1,966,523 $3,490,676 $2,746,343 $2,746,343
DIfS�TMRIIB;U�T4,
FY04 FY05 FY06 � FY07 FY08 Total
Expenditures
Public Library Support $ 13,499,981 $ 15,254,988 $ 17,238,136 $ 19,479,094 $ 22,011,376 $ 87,483,575
General Fund $ 8,678,825 $ 8,945,598 $ 9,159,981 $ 9,517,186 $ 9,764,048 $ 46,065,637
evy $ 4,821,156 $ 6,309,390 $ 8,078,155 $ 9,961,908 $ 12,247,328 $ 41,417,938
Subtotal $ 13,499,981 S 15,254,988 $ 17,238,136 $ 19,479,094 $ 22,011,376 $ 87,483,575
%from Levy 35.71% 41.36% 46.86% 51.14% 55.64% 47.34%
C•entralSupportServices $ 3,832,985 $ 4,094,983 $ 4,472,605 $ 4,874,259 $ 5,087,704 $ 22,362,535
Genera]Fund
as servs) $ 3,346,616 $ 3,560,861 $ 3,846,736 $ 4,009,800 $ 4,304,017 $ 19,068,030
evy(dsupport packages) $ 287,466 $ 108,672 $ 48,405 $ 306,205 $ 274,417 $ 1,025,166
Other Revenue(pac►-ages) $ 198,903 $ 425,450 $ 577,464 $ 558,253 $ 509,269 $ 2,269,339
Subtotal $ 3,832,985 $ 4,094,983 $ 4,472,605 $ 4,874,259 $ 5,087,704 $ 22,362,535
from Levy 7.50% 2.65% 1.08% 6.28% 5.39% 4.58%
Contingency(levy) $ 50,000 $ 100,000 $ 100,000 $ 199,999 $ 199,999 $ 649,997
Arts&@III tare(levy) $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 1,000,000
Subtotal S 200,000 $ 200,000 $ 200,000 S 200,000 $ 200,000 $ 1,000,000
an Total $ 17,582,966 $ 19,6.49,970 $"22,010,741 $ 24,753,352 $ 27,499,079 $ 111,,X6,107
R_euenues W
General Fund Support S 12,025,441 $ 12,506,459 $ 13,006,717 $ 13,526,986 $ 14,068,065 $ 65,133,667
Levy Support S 8,315,085 $ 8,647,688 $ 9,099,375 $ 9,508,847 $ 9,984,289 $ 45,555,285
Delinquent Taxes $ - $ 172,461 $ 219,483 $ 202,403 $ 209,010 $ 803,357
Interest Earnings $ 72,403 $ 121,429 $ 221,063 $ 213,559 $ 152,276 $ 780,730
Other WCCLS Revenue $ 126,500 $ 131,560 $ 136,918 $ 142,291 $ 147,983 $ 685,252
otal 20,53. ,429 $ �9(7 $ 22,683;556 $ 23,59_4,08.6 $ 2.4,56}1,62.4 $ II►2,958,291
Beginning Balance $ 1,284,159 $ 4,240,622 $ 6,170,250 $ 6,843,065 $ 5,683,799 $ 1,284,159
otal Resources $ 21,8223,588 $ 25,820 220 $ 28,853,805 $ 30,47,150 $ 30,245,422 $ 114,242,450
EndingjFF—nd BaIance $ 4'�2'WO?62%2 $ 6,170K250 $ 6 8'4�x3�06'S $ 5 6P,r7, $ 2y% 6K3'4�3 $ 2,74'6{3'413
Tiotal Distributions
Total Levy Distributions $ 5,358,622 $ 6,718,061 $ 8,426,560 $ 10,668,113 $ 12,921,745 $ 44,093,101
Total Gen Fund Distribution $ 12,025,441 $ 12,506,459 $ 13,006,717 $ 13,526,986 $ 14,068,065 S 65 133,667
of Total from evy 30.82% 34.95% 39.32% 44.09% 47.88% 400.37%
of Total froom Genertal Flu, 69.18% 65.05% 60.68% 55.91% 52.12% 59.6f3%
Lev.Y U.istributions
Total Levy Distributions $ 5,358,622 $ 6,718,061 $ 8,426,560 S 10,668,113 $ 12,921,745 $ 44,093,101
Public Library%oflevy 89.97% 93.92% 95.87% 93.38% 94.78% 93.93%
Central Support%of levy 5.36% 1.62% 0.57% 2.87% 2.12% 2.33%
Arts&Culture%of levy 3.73% 2.98% 2.37% 1.87% 1.55% 2.27%
Contingency%Of ley_ 0.93% 1.49% 1.19% 1.87% 1.55%
General Fund Distributions
Total 111 Distributions $ 12,025,441 $ 12,506,459 $ 13,006,717 $ 13,526,986 $ 14,068,065 S 65,133,667
Public Library%of GF' 72.17% 71.53% 70.43% 70.36% . 69.41% 70.72%
C►entr�al Sugporit 0M=
of G.aF 27.83% 28.47% 29.57% 29.64% 30.59% 29.28%0
Public Library VS Central Support Funding
Levels FY05-OFY09
$251000,000
$20,0001-000
i $15,0005000 + Public Library Funding
® $10,000,000 -♦- Central Support
Funding
$5,000,000
$0
1 2 3 4 5
Years
Distribution of Total
Expenditures FY05 - FY09
❑$650,000 Contingency
Arts & Culture ❑$1,000,000
Central Supp%�22 362,624
Services
Public
Libraries
9$87,483,653
Data Entry Spreadsheet
Summary of Library Local Option Levy Expenditures
FY05 FY06 FY07 FY08 FY09 Total
Expenditures
Public Library Support $13,500,000 $15,255,000 $17,238,1501 I $22,011,394 $87,483,653
Central Support Services $3,833,000 $4,094,9991: $22,362,624
Arts&Culture Support $200,000 $200,000 $200,000 $200,000 $200,000 $1,000,000
Contingency** $50,000 $100,000 $100,000 $200,000 $200,000 $650,000
Total Expenditures $17,583,000 $19,649,999 $22,010,773 $24,753,388 $27,499,118 $111,496,277
Central Base services $3,346,616 $3,560,861 $3,846,736 $4,009,800 $4,304,017 $19,068,030
Central Support Packages $486,384 $534,138 $625,887 $864,478 $783,707 $3,294,594
Total $3,833,000 $4,094,999 $4,472,623 $4,874,278 $5,087,724 $22,362,624
%change in annual funding 6.8% 9.2% 9.0% 4.4% 32.7%
PL%change in annual funding 13.0% 13.0% 13.0% 13.0% 63.0%
**Contingency includes funds for WILI replacement(if necessary),&funding for additional libraries that might come online during levy(i.e.North Plains).
Public Library%of Total 76.8% 77.6% 78.3% 78.7% 80.0% 78.5%
Central Support%of Total 21.8% 20.8% 20.3% 19.7% 18.5% 20.1%
Arts&Culture%of Total 1.1% 1.0% 0.9% 0.8% 0.7% 0.9%
Contingency%of Total 0.3% 0.5% 0.5% 0.8% 0.7% 0.6%
Package: Strategic Planning,Review of Structure and Governance Options for WCCLS DRAFT rev.
Administration#1: Review structure and governance options for WCCLS
consulting&legal services,etc. $ - $ 27,000 S 27,000 S 27,000 $ 27,000 $ 27,000 $ 135,000
telephone surveys,retreats,committee support,etc. $ - $ 10,000 $ 10,000 $ 4,000 $ 4,000 $ 10,000 $ 38,000
TOTAL $ - $ 37,000 $ 37,000 $ 31,000 $ 31,000 $ 37,000 $ 173,000
Automation#3:Integrate use statistics,census data and geographic data for reports
Software and training $ - $ 1,850 $ - $ 250 $ - $ 250 $ 2,350
TOTAL $ - $ 1,850 $ - $ 250 $ - $ 250 $ 2,350
TOTAL for Package $ 38,850 $ 37,000 $ 31,250 $ 31,000 $ 37,250 $ 175,350
Package: Public communication and library visibility
Administration#5:Restore/Increase print pieces and library visibility activities.
Customized print pieces for member libraries $ - $ 17,250 $ 18,113 $ 19,018 $ 19,969 $ 20,967 $ 95,317
Annual Inserts in local newspapers $ 12,720 $ 13,229 $ 13,758 $ 14,308 $ 14,881 $ 68,896
Countywide Bookread $ - $ 17,500 $ - $ 19,250 $ - $ 21,175 $ 57,925
TOTAL $ - $ 47,470 $ 31,341 $ 52,026 $ 34,277 $ 57,023 $ 222,138
Automation#6A:Implement electronic distribution of communication items to patrons
Develop patron E-mail list for Cooperative Newsletter $ - $ 13,000 $ - $ - $ - $ - $ 13,000
TOTAL $ - $ 13,000 $ - $ - $ - $ - $ 13,000
TOTAL for Package $ 60,470 $ 31,341 $ 52,026 $ 34,277 $ 57,023 $ 235,138
Package: Library Staff Training and Continuing Education
Administration#4:Restore/Provide continuing education opportunities for LDB and CLAB
CLAB Board support,training,etc. $ - $ 1,200 $ 1,200 $ 1,200 $ 1,200 $ 1,200 $ 6,000
LDB Chair stipend for CE/Conference $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
Publicity Committee Continuing Education $ - $ 1,500 $ 1,500 S 1,500 $ 1,500 $ 1,500 $ 7,500
TOTAL $ - $ 4,200 $ 4,200 $ 4,200 $ 4,200 $ 4,200 $ 21,000
Reference#2:Provide database training for staff on commercial databases,staff Answerland 5 hrs/wk
0.751FTE Librarian II $ - $ 50,677 $ 54,763 $ 59,181 $ 63,956 $ 66,431 $ 295,008
Misc supplies,printing,mileage $ - $ 3,400 $ 3,536 $ 3,677 $ 3,825 $ 3,978 $ 18,415
TOTAL $ - $ 54,077 $ 54,763 $ 59,181 $ 63,956 $ 66,431 $ 298,408
Youth Services#2A:Meet growth in Children's and Teen programs
Continuing Education support for YS librarians $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
TOTAL $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
TOTAL for Package $ 59,777 $ 60,463 $ 64,881 $ 69,656 $ 72,131 $ 326,908
11-05-03 Levy 04-09 central supt costs rev.Service packages,1, 11/21/2003,11:24 AM
Package: WILInet Website support and continued development DRAFT rev.
Reference#1:Professional development of web-based content
Staff costs 1FTE Libn 1 $ - $ - $ 61,426 $ 66,386 $ 71,749 $ 74,458 $ 274,019
TOTAL $ - $ 61,426 $ 66,386 $ 71,749 $ 74,458 $ 274,019
Reference#5:Continue to evaluate and offer commercial databases
Spend 8%of total public libraries'materials budget $ - $ 198,827 $ 220,378 $ 249,665 $ 275,083 $ 302,436 $ 1,246,389
Minus base budget $ - $ 123,860 $ 136,246 $ 149,871 $ 164,858 $ 181,343 $ 756,178
TOTAL $ - $ 74,967 $ 84,132 $ 99,794 $ 110,225 $ 121,093 $ 490,211
Automation#1: Increase ability to support website development and applications
Software tools to support website development $ - $ 22,500 $ - $ - $ 10,000 $ - $ 32,500
Web Specialist 1FTE $ - $ 63,081 $ 68,178 $ 73,688 $ 79,646 $ 82,592 $ 367,185
Misc M&S,capital outlay $ - $ 1,700 $ 1,768 $ 1,839 $ 1,912 $ 1,989 $ 9,208
TOTAL $ - $ 87,281 $ 69,946 $ 75,527 $ 91,558 $ 84,581 $ 408,893
Automation#2:Expand Content in WILInet catalog
Subscription to cover images, 1 st cha ts,summaries,etc. $ - $ 30,000 $ 33,000 $ 36,300 $ 39,930 $ 43,923 $ 183,153
TOTAL $ - $ 30,000 $ 33,000 $ 36,300 $ 39,930 $ 43,923 $ 183,153
Automation#5A:Implement central Internet filter option for all public workstations,countywide I'net useage counting,smartcard printing
Time mgmt scheduling,filtering,print cost,access mgmt $ - $ - $ - $ 55,000 $ 59,400 $ 64,152 $ 178,552
15 registration stations(3M example) $ - $ - $ - $ 1,500 $ - $ - $ 1,500
15 Smart card dispensers&re-value stations $ - $ - $ - $ 4,000 $ - $ - $ 4,000
TOTAL $ - $ - $ - $ 60,500 $ 59,400 $ 64,152 $ 184,052
AND...
Automation#5131: Implement central Internet filter options for all public workstations
SAM filter option(for non-Veicon stations) $ - $ 9,160 $ 4,160 $ - $ - $ - $ 13,320
TOTAL $ - $ 9,160 $ 4,160 $ - $ - $ - $ 13,320
Automation#5132:Implement countywide Internet useage counting function
SAM implementation at Garden Home $ - $ 5,000 $ 1,075 $ - $ - $ - $ 6,075
Webtrends Log Analyzer Advanced Edition $ - $ 1,600 $ - $ - $ 1,600 $ - $ 3,200
TOTAL $ - $ 6,600 $ 1,075 $ - $ 1,600 $ - $ 9,275
Automation#8:Continue to provide MARC Authority Control and Database Quality Control
Authority Control Cleanup via outsourced contract $ - $ - $ 40,000 $ - $ - $ 40,000 $ 80,000
TOTAL $ - $ - $ 40,000 $ - $ - $ 40,000 $ 80,000
TOTAL for Package $ 208,008 $ 293,739 $ 338,507 $ 374,463 $ 428,206 $ 1,642,923
11-05-03 Levy 04-09 central supt costs rev.Service packages,2, 11/21/2003,11:24 AM
Package: Maintain service capacity,Address unmet needs DRAFT rev.
Courier#1: Maintain capacity to meet interlibrary delivery demands
1 FTE Del Clerk $ 41,387 $ 44,716 $ 48,315 $ 52,204 $ 54,287 $ 240,909
Incr Garage Space rental $ 5;247 $ 5,457 $ 5,675 $ 5,902 $ 6,138 $ 28,419
Vehicle Re 1 fund $ 40,000 $ 40,000 $ - $ - $ - $ 80,000
TOTAL $ - $ 86,634 $ 90,173 $ 53,990 $ 58,106 $ 60,425 $ 349,328
Outreach#2: Develop and implement countywide plan for outreach services
contract consultant $ - $ 12,000 $ - $ 4,000 $ - $ - $ 16,000
Supplies,survey,etc. $ - $ 2,000 $ 2,000 $ 2,000 $ 2,000 $ 2,000 $ 10,000
TOTAL $ - $ 14,000 $ 2,000 $ 6,000 $ 2,000 $ 2,000 $ 26,000
Outreach#1:Develop capacity for delivery of Adult Basic Education(ABE)services
Materials&Supplies $ - $ - $ - $ 3,000 $ 3,120 $ 3,245 $ 9,365
materials for libraries(5 initial sets,then one per yr) $ - $ - $ 17,500 $ 3,500 $ 3,500 $ 24,500
TOTAL $ - $ - $ - $ 20,500 $ 6,620 $ 6,745 $ 33,865
Youth Services#1:Provide alternative delivery options to deliver books and services to special populations.
books and supplies $ - $ - $ - $ 12,000 $ 12,480 $ 12,979 $ 37,459
Upgrade Subaru to van&assoc.fleet costs $ - $ - $ - $ 26,500 $ 4,800 $ 4,992 $ 36,292
TOTAL $ - $ - $ - $ 38,500 $ 17,280 $ 17,971 $ 73,751
Youth Services#2B:Meet growth in Children's and Teen programs
Additional performers,printing,&programming costs $ - $ 15,500 $ 16,120 $ 16,765 $ 17,435 $ 18,133 $ 83,953
TOTAL $ - $ 15,500 $ 16,120 $ 16,765 $ 17,435 $ 18,133 $ 83,953
Reference#3:Increase telephone reference morning coverage to meet demand
Add 5 hrs/week,opening at 8:30am M-F $ - $ 3,145 $ 3,302 $ 3,467 $ 3,641 $ 3,823 $ 17,378
TOTAL $ - $ 3,145 $ 3,302 $ 3,467 $ 3,641 $ 3,823 $ 17,378
Automation#9:RFID Placeholder $ - $ - $ - $ - $ 250,000 $ 80,000 $ 330,000
Preparation for RFID Implemenation $ - $ - $ - $ - $ 250,000 $ 80,000 $ 330,000
TOTAL for Package $ 119,279 $ 111,595 $ 139,222 $ 355,082 $ 189,097 $ 914,276
Package Totals Summary $ 486,384 $ 534,138 $ 625,887 $ 864,478 $ 783,707 $ 3,294,594
11-05-03 Levy 04-09 central supt costs rev.Service packages,3, 11/21/2003,11:24 AM
Summary of Central Support Program Base Budget Costs DRAFT rev.
FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration $ 674,633 $ 727,223 $ 785,049 $ 852,217 $ 975,518 $ 4,014,641
Reference $ 496,793 $ 526,594 $ 566,022 $ 598,013 $ 633,892 $ 2,821,315
Courier $ 254,276 $ 268,788 $ 281,085 $ 293,378 $ 306,304 $ 1,403,831
Outreach $ 286,125 $ 300,306 $ 316,397 $ 332,002 $ 350,190 $ 1,585,020
Youth Services $ 236,732 $ 251,271 $ 260,486 $ 271,650 $ 286,794 $ 1,306,932
Automation $ 1,398,057 $ 1,486,678 $ 1,637,697 $ 1,662,540 $ 1,751,319 $ 7,936,291
Total $ 3,346,616 $ 3,560,861 $ 3,846,736 $ 4,009,800 $ 4,304,017 $ 19,068,031
3 changes to Base from LDB version: adj OCLC cataloging costs in Auto;added REF/ILL EH because not
adding other staff until end of levy;corrected small error in YS personnel total.
Summary of Central Support Program Packages to meet LDB Long Range Plan Goals
FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration $ 88,670 $ 72,541 $ 87,226 $ 316,477 $ 238,823 $ 803,738
Reference $ 132,189 $ 203,623 $ 228,829 $ 249,571 $ 389,516 $ 1,203,728
Courier $ 86,634 $ 90,173 $ 53,990 $ 58,106 $ 60,425 $ 349,328
Outreach $ 14,000 $ 2,000 $ 26,500 $ 8,620 $ 8,745 $ 59,865
Youth Services $ 17,000 $ 17,620 $ 56,765 $ 36,215 $ 37,604 $ 165,204
Automation $ 147,891 $ 148,181 $ 172,577 $ 2,341,988 $ 632,906 $ 3,443,543
Total $ 486,384 $ 534,138 $ 625,887 $ 3,010,978 $ 1,368,019 $ 6,025,406
Total for Both $ 3,833,000 $ 4,094,999 $ 4,472,623 $ 7,020,778 $ 5,672,036 $ 25,093,437
11-05-03 Levy 04-09 central supt costs rev.Summaryl1:24 AM11/21/2003
r
Summary of Top Priority Packages DRAFT rev.
FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration $ 37,000 $ 37,000 $ 31,000 $ 31,000 $ 37,000 $ 173,000
Reference $ 74,967 $ 145,558 $ 166,180 $ 181,974 $ 195,551 $ 764,230
Courier $ 86,634 $ 90,173 $ 53,990 $ 58,106 $ 60,425 $ 349,328
Outreach $ 14,000 $ 2,000 $ 6,000 $ 2,000 $ 2,000 $ 26,000
Youth Services $ 17,000 $ 17,620 $ 18,265 $ 18,935 $ 19,633 $ 91,453
Automation $ 117,891 $ 115,181 $ 75,777 $ 2,193,158 $ 514,831 $ 3,016,838
Total $ 347,492 $ 407,532 $ 351,212 $ 2,485,174 $ 829,439 $ 4,420,850
Summary of 2nd Priority Packages
FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration $ 51,670 $ 35,541 $ 56,226 $ 38,477 $ 61,223 $ 243,138
Reference $ 54,077 $ 54,763. $ 59,181 $ 63,956 $ 190,143 $ 422,120
Courier $ - $ - $ - $ - $ - $ -
Outreach $ - $ - $ - $ - $ - $ -
Youth Services $ - $ - $ - $ - $ - $ -
Automation $ 30,000 $ 33,000 $ 96,800 $ 99,330 $ 108,075 $ 367,205
Total $ 135,747 $ 123,304 $ 212,207 $ 201,763 $ 359,441 $ 1,032,463
Summary of 3rd Priority Packages
FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration $ - $ - $ - $ 247,000 $ 140,600 $ 387,600
Reference $ 3,145 $ 3,302 $ 3,467 $ 3,641 $ 3,823 $ 17,378
Courier $ - $ - $ - $ - $ - $ -
Outreach $ - $ - $ 20,500 $ 6,620 $ 6,745 $ 33,865
Youth Services $ - $ - $ 38,500 $ 17,280 $ 17,971 $ 73,751
Automation $ - $ - $ - $ 49,500 $ 10,000 $ 59,500
Total $ 3,145 $ 3,302 $ 62,467 $ 324,041 $ 179,139 $ 572,094
Total Packages $ 6,025,406
Total Base+Packages $ 25,093,437
11-05-03 Levy 04-09 central supt costs rev.Summary11:24 AM11/21/2003
Summary of WCCLS Manager Recommendations DRAFT rev.
Base Budget: FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration 3 674,633 $ 727,223 $ 785,049 $ 852,217 $ 975,518 $ 4,014,641
Reference $ 496,793 $ 526,594 $ 566,022 $ 598,013 $ 633,892 $ 2,821,315
Courier $ 254,276 $ 268,788 $ 281,085 $ 293,378 $ 306,304 $ 1,403,831
Outreach $ 286,125 $ 300,306 $ 316,397 $ 332,002 $ 350,190 $ 1,585,020
Youth Services $ 236,732 $ 251,271 $ 260,486 $ 271,650 $ 286,794 $ 1,306,932
Automation $ 1,398,057 $ 1,486,678 $ 1,637,697 $ 1,662,540 $ 1,751,319 $ 7,936,291
Total $ 3,346,616 $ 3,560,861 $ 3,846,736 $ 4,009,800 $ 4,304,017 $ 19,068,031
Recommended Pkgs: FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Yr Totals
Administration** $ 88,670 $ 72,541 $ 87,226 $ 69,477 $ 98,223 $ 416,138
Reference** $ 132,189 $ 203,623 $ 228,829 $ 249,571 $ 265,804 $ 1,080,016
Courier $ 86,634 $ 90,173 $ 53,990 $ 58,106 $ 60,425 $ 349,328
Outreach $ 14,000 $ 2,000 $ 26,500 $ 8,620 $ 8,745 $ 59,865
Youth Services $ 17,000 $ 17,620 $ 56,765 $ 36,215 $ 37,604 $ 165,204
Automation** $ 147,891 $ 148,181 $ 172,577 $ 442,488 $ 312,906 $ 1,224,043
Total $ 486,384 $ 534,138 $ 625,887 $ 864,478 $ 783,707 $ 3,294,594
Total Base+Packages $ 3,833,000 $ 4,094,999 $ 4,472,623 $ 4,874,278 $ 5,087,724 $ 22,362,625
**The following packages are not recommended for inclusion in the 2004-2009 levy cycle:
Administration#2: Consolidation of office space $ 387,600
Reference#6: Consolidate ILL Staff(was contingent upon Admin#2) $ 123,712
Automation#4A: RFID implmentation $ 2,160,000
Automation#6B: Staff telecommute option 1 59,500
Total Not Recommended: $ 2,730,812
11-05-03 Levy 04-09 central supt costs rev.Summaryl1:24 AM11/21/2003
Administration & Contracts Program Budget Summary
Actual Actual Appropriated Estimated Estimated Estimated Estimated Estimated
Base Budget FY01-02 FY02-03 FY03-04 FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Year Total
Personal Services $ 260,001 $ 274,491 $ 303,552 $ 333,373 $ 347,605 $ 359,909 $ 372,732 $ 386,101 $ 1,799,720
MIX contracts $ 52,951 $ 66,189 $ 82,736 $ 103,420 $ 129,275 $ 161,594 $ 201,993 $ 222,192 $ 818,475
Mat&Supplies $ 147,014 $ 118,510 $ 101,339 $ 119,080 $ 123,843 $ 128,797 $ 133,949 $ 139,307 $ 644,976
Interfund Expenses $ 103,035 $ 155,055 $ 170,360 $ 117,260 $ 124,999 $ X133,249 $ 142,044 $ 226,418 $ 743,970
Capital Outla $ 6,072 $ - $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
TOTAL w/o Lib Pmt $ 569,073 $ 614,245 $ 657,987 $ 674,633 $ 727,223 $ 785,049 $ 852,217 $ 975,5187 $ 4,014,641
#1:Review structure and governance options for WCCLS LDB Priority 1
consulting&legal services,etc. $ - $ 27,000 $ 27,000 $ 27,000 $ 27,000 $ 27,000 $ 135,000
telephone surveys,retreats,committee support,etc. $ - $ 10,000 $ 10,000 $ 4,000 $ 4,000 $ 10,000 $ 38,000
TOTAL $ - $ 37,000 $ 37,000 $ 31,000 $ 31,000 $ 37,000 $ 173,000
#2: Consolidate central services operations as appropriate to improve efficiency. LDB Priority 3-4
Net increase in space costs,common area chgs,etc. $ - $ - $ - $ - $ 72,000 $ 75,600 $ 147,600
remodeling costs, space utilization $ - $ - $ - $ - $ 175,000 $ - $ 175,000
furniture&equipment,moving costs $ - $ - $ - $ - $ - $ 65,000 $ 65,000
TOTAL $ - $ - $ - $ - $ 247,000 $ 140,600 $ 387,600
Administration#4: Restore/Provide continuing education opportunities for LDB and CLAB LDB Priority 2
CLAB Board support,training,etc. $ - $ 1,200 $ 1,200 $ 1,200 $ 1,200 $ 1,200 $ 6,000
LDB Chair stipend for CE/Conference $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
Publicity Committee Continuing Education $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
TOTAL $ - $ 4,200 $ 4,200 $ 4,200 $ 4,200 $ 4,200 $ 21,000
45: Restore/Increase print pieces and library visibility activities. LDB Priority 2
Customized print pieces for member libraries $ - $ 17,250 $ 18,113 $ 19,018 $ 19,969 $ 20,967 $ 95,317
Annual Inserts in local newspapers $ 12,720 $ 13,229 $ 13,758 $ 14,308 $ 14,881 $ 68,896
Countywide Bookread $ - $ 17,500 $ 19,250 $ 21,175 $ 57,925
TOTAL $ - $ 47,470 $ 31,341 $ 52,026 $ 34,277 $ 57,023 $ 222,138
Total $ - $ 88,670 $ 72,541 $ 87,226 $ 316,477 $ 238,823 $ 803,738
TOTAL Administration Packages $ 803,738
TOTAL Administration Base+Packages $ 4,818,378
11/21/2003
Reference Program Budget Summary
Actual Actual Appropriated Estimated Estimated Estimated Estimated Estimated
Base Budget FY01-02 FY02-03 FY03-04 FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Year Total
Personal Services $ 121,258 $ 138,364 $ 135,075 $ 141,381 $ 148,811 $ 161,056 $ 166,900 $ 173,001 $ 791,149
Mat&Supplies $ 292,158 $ 93,337 $ 91,872 $ 110,673 $ 116,207 $ 122,017 $ 128,118 $ 134,524 $ 611,538
Electronic subscriptions $ 112,600 $ 105,424 $ 123,860 $ 136,246 $ 149,871 $ 164,858 $ 181,343 $ 756,178
Capital Outlay $ 1,955 $ - $ - $ 1,500 $ - $ 1,500 $ - $ - $ 3,000
Interfund $ 647 $ 1,100 $ 824 $ 1,800 $ 1,872 $ 1,947 $ 2,025 $ 2,106 $ 9,749
Telephone Ref(WCCLS=50%costs) $ 77,400 $ 77,400 $ 117,579 $ 123,458 $ 129,631 $ 136,113 $ 142,919 $ 649,701
Total $ 416,018 $ 422,801 $ 410,595 $ 496,793 $ 526,594 $ 566,022 $ 598,013 $ 633,892 $ 2,821,315
#1: Expand content in WILInet LDB Priority 1.5
Staff costs 1FTE Libn 1 $ - $ - $ 61,426 $ 66,386 $ 71,749 $ 74,458 $ 274,019
TOTAL $ - $ 61,426 $ 66,386 $ 71,749 $ 74,458 $ 274,019
#2: Provide database training for staff on commercial databases,and staff Answerland 5 hrs/wk LDB Priority 2
0.75FTE Librarian II $ - $ 50,677 $ 54,763 $ 59,181 $ 63,956 $ 66,431 $ 295,008
Misc supplies,printing,mileage $ - $ 3,400 $ 3,536 $ 3,677 $ 3,825 $ 3,978 $ 18,415
TOTAL $ - $ 54,077 $ 54,763 $ 59,181 $ 63,956 $ 66,431 $ 298,408
#3: Increase telephone reference morning coverage LDB Priority 3
Add 5 hrs/week,opening at 8:30am M-F $ - $ 3,145 $ 3,302 $ 3,467 $ 3,641 $ 3,823 $ 17,378
TOTAL $ - $ 3,145 $ 3,302 $ 3,467 $ 3,641 $ 3,823 $ 17,378
#5: Continue to evaluate and offer commercial databases LDB Priority 1
Spend 8%of total materials budget $ - $ 198,827 $ 220,378 $ 249,665 $ 275,083 $ 302,436 $ 1,246,389
Minus base budget $ - $ 123,860 $ 136,246 $ 149,871 $ 164,858 $ 181,343 $ 756,178
TOTAL $ - $ 74,967 $ 84,132 $ 99,794 $ 110,225 $ 121,093 $ 490,211
#6: Consolidate InterLibrary Loan operations(tied to Admin#2) LDB Priority 2
2FTE Library Assistants $ - $ - $ - $ - $ - $ 121,912 $ 121,912
Misc supplies $ - $ - $ - $ - $ - $ 1,800 $ 1,800
TOTAL $ - $ - $ - $ - $ - $ 123,712 $ 123,712
Total $ - $ 132,189 $ 203,623 $ 228,829 $ 249,571 $ 389,516 $ 1,203,728
TOTAL Reference Packages $ 1,203,728
TOTAL Reference Base+Packages $ 4,025,043
11/21/2003
Courier Program Budget Summary
Actual Actual Appropriated Estimated Estimated Estimated Estimated Estimated
Base Budget FY01-02 FY02-03 FY03-04 FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Year Total
Personal Services $ 120,559 $ 148,906 $ 163,091 $ 185,315 $ 194,209 $ 203,641 $ 211,308 $ 219,331 $ 1,013,804
Mat&Supplies $ 50,520 $ 56,837 $ 64,670 $ 68,000 $ 72,080 $ 76,405 $ 80,989 $ 85,848 $ 383,322
Interfund Expenses $ 4,782 $ 730 $ 924 $ 961 $ 999 $ 1,039 $ 1,081 $ 1,124 $ 5,205
Capital Outlay $ - $ - $ - $ 1,500 $ 1,500
TOTAL $ 175,861 $ 206,473 $ 228,685 $ 254,276 $ 268,788 $ 281,085 $ 293,378 $ 306,304 $ 1,403,831
#1: Maintain capacity to meet interlibrary delivery demands LDB Priority 1
1FTE Del Clerk $ 41,387 $ 44,716 $ 48,315 $ 52,204 $ 54,287 $ 240,909
Incr Garage Space rental $ 5,247 $ 5,457 $ 5,675 $ 5,902 $ 6,138 $ 28,419
Vehicle Re 1 fund $ 40,000 $ 40,000 $ 80,000
TOTAL $ - $ 86,634 $ 90,173 $ 53,990 $ 58,106 $ 60,425 $ 349,328
TOTAL Courier Packages $ 86,634 $ 90,173 $ 53,990 $ 58,106 $ 60,425 $349,328
TOTAL Courier Base+Packages $1,753,160
03-04 Pers Sery incl $2100 on-call JE;d from Outreach
Took ILL postage out of Courier and added it to Reference in 04-05; added $5k for additional fleet costs and uniforms.
11/21/2003
Outreach Program Budget Summary
Actual Actual Appropriated Estimated Estimated Estimated Estimated Estimated
Base Budget FY01-02 FY02-03 FY03-04 FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Year Total
Personal Services $ 165,826 $ 182,702 $ 191,258 $ 213,664 $ 223,607 $ 235,206 $ 247,550 $ 260,692 $ 1,180,719
Mat&Supplies $ 59,863 $ 65,476 $ 51,878 $ 70,000 $ 74,200 78,652 $ 83,371 $ 88,373 $ 394,597
Interfund Expenses $ 47 $ 200 $ 924 $ 961 $ 999 $ 1,039 $ 1,081 $ 1,124 $ 5,205
Capital Outla $ - $ - $ - $ 1,500 $ 1,500 $ 1,500 $ - $ - $ 4,500
TOTAL $ 225,736 $ 248,378 $ 244,060 $ 286,125 $ 300,306 $ 316,397 $ 332,002 $ 350,190 $ 1,585,020
#1: Develop capacity for delivery of Adult Basic Education(ABE)services LDB Priority 3
Materials&Supplies $ - $ - $ - $ 3,000 $ 3,120 $ 3,245 $ 9,365
materials for libraries 5 initial sets,then one per ) $ - $ - $ 17,500 $ 3,500 $ 3,500 $ 24,500
TOTAL $ - $ - $ - $ 20,500 $ 6,620 $ 6,745 $ 33,865
#2: Develop and implement countywide plan for outreach services LDB Priority 1
contract consultant $ - $ 12,000 $ - $ 4,000 $ - $ - $ 16,000
Supplies, survey,etc. $ - $ 2,000 $ 2,000 $ 2,000 $ 2,000 $ 2,000 $ 10,000
TOTAL $ - $ 14,000 $ 2,000 $ 6,000 $ 2,000 $ 2,000 $ 26,000
Total $ 14,000 $ 2,000 $ 26,500 $ 8,620 $ 8,745 $ 59,865
TOTAL Outreach Packages $59,865
TOTAL Outreach Base+Packages $1,644,885
04-05 added back $11000 to book budget that was cut in 03-04, allowance for postage increase and misc supply restorations/increases
replace one desk PC per year for three staff-none purchased since 2000.
Incr in Jail Library Asst position from 15-18.75 hrs/wk included in base.
11/21/2003
Youth Services Program Budget Summary
Actual Actual Appropriated Estimated Estimated Estimated Estimated Estimated
Base Budget FY01-02 FY02-03 FY03-04 FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 5 Year Total
Personal Services $ 86,115 $ 129,283 $ 138,791 $ 150,576 $ 157,817 $ 165,519 $ 171,945 $ 180,615 $ 826,472
Mat&Supplies $ 69,154 $ 69,601 $ 81,138 $ 85,195 $ 89,455 $ 93,927 $ 98,624 $ 103,555 $ 470,756
Interfund Expenses $ 58 $ 200 $ 924 $ 961 $ 999 $ 1,039 $ 1,081 $ 1,124 $ 5,205
Capital Outlay $ - $ - $ - $ - $ 3,000 $ - $ - $ 1,500 $ 4,500
TOTAL $ 155,327 $ 199,084 $ 220,853 $ 236,732 $ 251,271 $ 260,486 $ 271,650 $ 286,794 $ 1,306,932
#1: Provide alternative delivery options to deliver books and services to special populations. LDB Priority 3
books and supplies $ - $ - $ - $ 12,000 $ 12,480 $ 12,979 $ 37,459
Upgrade Subaru to van&assoc. fleet costs $ - $ - $ - $ 26,500 $ 4,800 $ 4,992 $ 36,292
TOTAL $ - $ - $ - $ 38,500 $ 17,280 $ 17,971 $ 73,751
42A and 2B: Meet growth in Children's and Teen programs LDB Priority 1
Continuing Education support for YS librarians $ - $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 7,500
Performers,printing,&prgramming costs $ - $ 15,500 $ 16,120 $ 16,765 $ 17,435 $ 18,133 $ 83,953
TOTAL $ - $ 17,000 $ 17,620 $ 18,265 $ 18,935 $ 19,633 $ 91,453
Total $ 17,000 $ 17,620 $ 56,765 $ 36,215 $ 37,604 $ 165,204
TOTAL Youth Services Packages $165,204
TOTAL Youth Services Base+Packages $1,472,137
11/21/2003
Automation Program Budget Summary REVISED
Actual Actual Appropriated Estimated Estimated Estimated Estimated Estimated
Base Budget FY01-02 FY02-03 FY03-04 FY04-05 FY05-06 FY06-07 FY07-08 FY08-09 * 5 Year Total
Personal Services $ 540,178 $ 578,271 $ 617,829 $ 690,931 $ 726,319 $ 763,755 $ 803,584 $ 845,979 $ 3,830,568
Mat&Supplies $ 449,401 $ 471,110 $ 408,058 675,813 $ 734,034 $ 776,564 $ 824,483 $ 875,728 $ 3,886,622
Interfund Expenses $ 22,638 $ 25,493 $ 24,339 25,313 $ 26,325 $ 27,378 $ 28,473 $ 29,612 $ 137,101
Capital Outlay $ 41,979 $ - $ - $ 6,000 $ - $ 70,000 $ 6,000 $ - $ 82,000
TOTAL $ 1,054,196 $ 1,074,874 $ 1,050,226 $ 1,398,057 $ 1,486,678 $ 1,637,697 $ 1,662,540 $ 1,751,319 $ 7,936,291
#1: Increase ability to support website development and applications LDB Priority 1
Software tools to support website development $ - $ 22,500 $ - $ - $ 10,000 $ - $ 32,500
Web Specialist $ - S 63,081 $ 68,178 $ 73,688 $ 79,646 $ 82,592 $ 367,185
Misc M&S,capital outlay $ - $ 1,700 $ 1,768 $ 1,839 $ 1,912 $ 1,989 $ 9,208
TOTAL $ - $ 87,281 $ 69,946 $ 75,527 S 91,558 $ 84,581 $ 408,893
#2:Expand Content in WILInet LDB Priority 2
Cover images, 1st chapters,summaries,reviews,etc. $ - $ 30,000 $ 33,000 $ 36,300 $ 39,930 $ 43,923 $ 183,153
TOTAL $ - $ 30,000 $ 33,000 $ 36,300 $ 39,930 $ 43,923 $ 183,153
#3: Integrate use statistics,census data and geographic data for reports LDB Priority I
Software and training $ - $ 1,850 $ - $ 250 $ - $ 250 $ 2,350
TOTAL $ - $ 1,850 $ - $ 250 $ - $ 250 $ 2,350
#4A: Plan for implementation of RFID(purchase library cards and item tags) LDB Priority 1
4 color/signature panel library smart cards 450,000 $ - $ - $ - $ - $ 450,000 $ 60,000 $ 510,000
RFID tags for 2million items .70ea bulkpurchase) $ - $ - $ - $ - $ 1,400,000 $ 250,000 $ 1,650,000
TOTAL $ - $ - $ - $ - $ 1,850,000 S 310,000 $ 2,160,000
#5A:Implement central Internet filter options for all public workstations,countywide Inet useage counting,smartcard printing
Time mgmt scheduling,filtering,print cost,access mgmt $ - $ - $ - $ 55,000 $ 59,400 $ 64,152 $ 178,552
15 registration stations(3M example) $ - $ - $ - $ 1,500 $ - $ - $ 1,500
15 Smart card dispensers&re-value stations $ - $ - $ - $ 4,000 $ - $ - $ 4,000
TOTAL $ - $ - $ - $ 60,500 $ 59,400 $ 64,152 $ 184,052
AND...
#5131:Implement central Internet filter options for all public workstations LDB Priority 1
SAM filter option(for non-Veicon stations) $ - 1 _$ 9,160 _$ 4,160 $ - $ - $ - $ 13,320
TOTAL $ - $ 9,160 $ 4,160 $ - $ - $ - $ 13,320
#5132: Implement countywide Internet useage counting function LDB Priority 1
SAM implementation at Garden Home $ - I $ 5,000 $ 1,075 $ _ $ - $ - I $ 6,075
Webtrends Log Analyzer Advanced Edition $ - $ 1,600 $ $ $ 1,600 $ $ 3,200
11/21/2003
TOTAL $ - I $ 6,600 $ 1,075 $ - $ 1,600 $ - $ 9,275
#6A and 6B: Implement innovative practices LDB Priority 1 for 6A,Priority 3 for 613
Develop patron E-mail list for Cooperative Newsletter $ - $ 13,000 $ - $ - $ - $ - $ 13,000
Provide remote access to staff client for telecommuting 30 $ - $ - $ - $ - $ 49,500 $ 10,000 $ 59,500
TOTAL $ - $ 13,000 $ - $ - $ 49,500 $ 10,000 $ 72,500
#8: Continue to provide MARC AND Authority Control and Database Quality Control LDB Priority 1
Authority Control Cleanup $ - $ - $ 40,000 $ - $ - $ 40,000 $ 80,000
TOTAL $ - $ - $ 40,000 $ - $ - $ 40,000 $ 80,000
#9:RFID Placeholder $ - $ - $ - $ - $ 250,000 $ 80,000 $ 330,000
Preparation for RFID Implemenation $ - $ - $ - $ - $ 250,000 $ 80,000 $ 330,000
Total $ 147,891 $ 148,181 $ 172,577 $ 2,341,988 $ 632,906 $ 3,443,543
TOTAL Automation Packages $ 3,443,543
TOTAL Automation Base+Packages $ 11,379,834
WCCLS Manager's Recommendation: Eliminate#4a and#6B $ 9,160,334 -
11/21/2003