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C NI)" "i It c.' • t� c,,f„t highplains Finance Department 2650 W. 29th Street Greeley, Colorado 80631 Budget 2024 Board of Trustees Kenneth Poncelow Chairman Jana Caldwell Mary Heberlee Vice Chairman I 11 Teresa Curtis Gerri Holton Mary Roberts Secretary/Treasurer Joyce Smock 2 4 highplains Administrative Office 2650 W. 29th Street Greeley, CO 80631 District Support Team Dr. Matthew Hortt, Executive Director Bob Arellano, Facilities Manager Marjorie Elwood, Associate Director of Public Services Eric Ewing, Associate Director of Human Resources Rebecca Libersat, Collection Resources Manager James Melena, Community Relations and Marketing Manager Niamh Mercer, Foundation Director Elena Rosenfeld, Community Engagement and Strategies Manager Susan Staples, Information Technology and Innovation Manager Natalie Wertz, Finance Manager Managers Melissa Beavers, LINC Melanie Goldman, Carbon Valley Regional Library Ian Holmes, Erie Community Library Rita Kadavy, Riverside Library and Cultural Center Rick Medrano, MOVE Charlene Parker, Farr Regional Library Mallory Pillard, Centennial Park Library 3 Associate Director of Public Services Collection Resource See Public Services Ong Chart Public Se me See Public Services Ong C Executive Assistant Community Engagement & Strategies Massage Facilities Massage Executive Director Community Relations & Marketing Events &Experience Supervisca Events & Experiences LMadan 1=J Spanish Language Translation &Marketing Specialist High Plains Library District Organizational Chart Manager of IT & novation ITI Application and Support Analysts Library Process & Infcametion Management Specialist Finance Massager Associate Director of Human Resources Foundation Director Development Cocadinator Friends and Foundation Associate 4 4 highplains Table of Contents Budget Message Letter to the Board 9 Budget Narrative 13 Strategic Goals and Strategies 13 Short -Term Organization Factors 14 Priorities and Issues 15 Fund Description and Fund Structure 16 Basis of Budgeting 17 Financial Policies 17 Budget Process 18 Fund Balance 21 Revenues 21 Long-range Financial Plans 24 Capital Expenditures 26 Impact of Capital Investments on Operating Budget 27 Debt 28 Position Summary Schedule 28 Department Descriptions 29 Branch Services Carbon Valley Regional Library 31 Centennial Park Library 32 Erie Community Library 32 Farr Regional Library 33 Grover 33 Kersey Library 33 LINC 34 Riverside Library and Cultural Center 35 Department of Community Engagement 35 Outreach Services 35 Community Relations and Marketing Department 36 District Support Services Collection Resources Collection Development 37 Interlibrary Loan and Prospector 37 Bibliographic Services 37 Finance Department 38 Human Resources Department 38 5 Facilities Department 39 Information Technology and Innovation Department 40 HPLD Friends & Foundation 40 Goals and Objectives and Performance Measures 41 2024 District Budget Budgeted Revenue and Expenditures 46 Budget Summary 47 Resolution to Adopt Budget 53 Resolution to Appropriate Sums of Money 55 Resolution to Set Mill Levies, Weld County 56 Certification of Tax Levies, Weld County 57 Resolution to Set Mill Levies, Boulder County 61 Certification of Tax Levies, Boulder County 62 Lease -Purchase Schedule 66 Capital Improvement Program Narrative 68 Item Description by Location 69 Department Budgets Board of Trustees 72 Executive Director 73 Associate Directors 74 Centennial Park Library 75 Farr Regional Library 76 Carbon Valley Regional Library 77 Lincoln Park Library 78 LINC 79 Outreach Services 80 Erie 81 Kersey 82 Riverside Library and Cultural Center 83 Grover 84 Administration 85 Community Relations and Marketing 86 Information Technology and Innovation 87 Human Resources 88 Finance 89 Foundation 90 Facilities Services 91 Collection Resources 92 Budget String Coding Alpha Sort 94 Numeric Sort 98 6 Statistical / Supplemental Section Adjustments from proposed budget to final budget 103 Assessed and Estimated Actual Value of Taxable Property Table 104 Assessed Value History Graph 105 Assessed Value by Property Category Graph 106 Property Tax Levies and Collections 107 Principal Taxpayers 108 Principal Employers 109 Demographic and Economic Statistics 110 Population Forecast Weld County 111 Population by Age Group Weld County 112 Projected Weld County Population Change 113 Long-range financial projection 114 Property Tax Classification and Assessment Rate SB22-238 115 Glossary & Acronyms Glossary 116 Other Resources & Information Weld County Colorado https://www.weldgov.com/ Colorado Oil and Gas Conservation Commission https://cogcc.state.co.us/#/home Macrotrends website for oil and gas historical prices https://www.macrotrends.net/1369/crude-oil-price-history-chart Longforecast website for oil and gas pricing forecasts https://longforecast.com/oil-price-today-forecast-2017-2018-2019-2020-2021-brent-wti State of Colorado Demography https://demography.dola.colorado.gov/ Upstate Colorado https://upstatecolorado.org/news/ Weld County literacy information https://nces.ed.gov/surveys/piaac/skillsmap/?view=comparison&geolevel=county&- first=8123 7 2024 Budget Message hp1ains December 11, 2023 Dear Board of Trustees and High Plains Library District Taxpayers: It is our pleasure to submit to you our 2024 budget for your consideration and adoption. This budget was prepared by the Finance Department with input and direction from the Board of Trustees, members of the District Administrative Support Team, Library Managers, and the Executive Director. General guidelines used to formulate this document include the mission statement, the strategic plan, the capital improvement program forecast for the next five years, and financial projections of revenues and expenditures for the next 10 years. Our Mission: Helping build Community. Our Vision: High Plains Library District gives access to answers for every question. Our Values: These values help clarify the principles that guide the High Plains Library District (HPLD). As trustees, administration, and staff of the High Plains Library District, we are committed to fulfilling our mission and vision while upholding the following values: • Our Patrons - Treated with dignity, respect, and consideration; Receive exceptional level of personal customer service; Provided with a variety of library materials that reflect communities' interest and values; Access to up-to-date technology and assistance to use that technology; Enjoy a variety of quality programming for all ages; Have a positive library experience every time they visit. • Our Facilities - Modern, clean, and well maintained; Provide and utilize up-to- date technology; Open and available to all people regardless of age, gender, sexual orientation, or physical limitation; inviting, comfortable and friendly; Serve as a local gathering place. 9 (°°"- • Our Staff - Uphold the principals of the First Amendment to the Constitution of the United States of America - the freedom to read, view, speak and hear; Committed to instilling a love of reading; professional and reliable information catalysts; Make every effort to be available whenever and wherever our patrons need us; Seek solutions to problems in a positive, productive manner; Work as a team to provide exceptional level of service; Continue to learn and grow professionally by taking advantage of classes, workshops, and seminars (offered by the High Plains Library District, State/National Library Associations, and other agencies) in an effort to better serve the public; Sees HPLD as an employer of choice, one that provides fair compensation, competitive benefits, and a flexible schedule that leads to a healthy work / life balance. • Our Community - Benefits from partnerships between HPLD and other local agencies that support reading, education, and literacy; Enjoys the talents, abilities, and contributions of the HPLD staff at community -related activities; Is aware of and appreciates the programs and services offered by the HPLD; Supports the HPLD by contributing to its Foundation; Feels enriched by the presence of the HPLD. Overview This budget will support the High Plains Library District in achieving its mission and vision by providing the necessary funding for the operation of the libraries, the outreach department, public computing centers, and administration and support services. The budget consists of: • Summary schedules listing revenues, expenditures, beginning and ending fund balances. • The 5 -year capital improvement program, plus narrative. The 2024 proposed budget includes funds for renovations at Carbon Valley Library, renovations at Farr Library, construction in Mead, construction in Grover, an addition at the DSS location, and an operating budget for continuing to provide a quality level of library services. The budgeted general fund revenues for 2024 are $70,590,790 and the budgeted general fund expenditures for 2024 are $59,592,472. That equates to a budgeted increase in net assets of $10,998,318. Budgeted revenues for 2024 have increased 32.50% from the 2023 budget. Budget restrictions in other expenditure areas have allowed for planning for a 4% merit increase for staff. The salary budget also includes the effect of a cost -of -living increase in the minimum wage that will become effective January 1, 2024. High Plains 10 Library District is planning for additions to FTE and staff headcount in 2024 primarily to staff and support innovation spaces, volunteer activity, and facility use. The budget includes funds to continue to participate in Prospector which allows patrons increased access to additional resources beyond the High Plains Library District collection. The primary source of revenue for the District is derived from a 3.177 mill levy for operations applied to the assessed value of portions of Weld and Boulder County properties. Property tax which includes delinquent taxes, refunds and abated taxes comprise 97.66% percent of the District's budgeted revenue for 2024 while specific ownership tax is 2.04%. The remaining .3% percent consists of investment earnings, grants, fines, fees, and miscellaneous revenues. Specific Ownership Taxes Other Revenue 11 The expenditures of the district are comprised of salaries and benefits that equal 29.88 % of the budgeted expenditures, operating expenditures add an additional 15.54%, capital outlay equals 30.19%, and the tax distribution to member libraries equals 24.39% of the total budgeted expenditures. Budget The annual budget and appropriation ordinance is adopted by the Board of Trustees in accordance with the Colorado State Statute (29-1-108(4), C.R.S.). The budget is prepared on a basis consistent with accounting principles generally accepted in the United States for all governmental funds. The accounting system is employed as a budgetary management control device during the year to monitor the individual expenditures. The 2024 budget will be continuously evaluated to assure that funds are expended judiciously. Respectfully submitted, Dr. Matthew Hortt Executive Director Natalie Wertz Finance Manager 12 High Plains Library District Budget Narrative Strategic Goals and Strategies During late 2022, High Plains Library District (HPLD) began the strategic planning process (SPP) for 2024. This process involved gathering ideas from staff, listening to community members throughout the library district, meeting with governmental and non- profit organizations, and having discussions with community leaders, board members, and staff. Dr. Matthew Hortt, Executive Director, used the input from these stakeholders to develop a strategic plan. An overview of that strategic plan was presented to the Board of Trustees (BOT) in September 2023. The SPP is designed to support, inform, and align with the budget process. See the diagram below. HPLD is working toward repeating this process annually. WHAT S BEEN DONE SO FAR....AND WHERE WE RE HEADING DECEMBER JANUARY STAFF SUBMITTED CHALLENGES THE COMMUNITY IS FACING AND IDEAS ON HOW HPLD CAN HELP FEBRUARY - MARCH SUBMISSIONS COMPILED, SORTED, AND REVIEWED • O APRIL -MAY JUNE - SUBMISSIONS EVALUATED USING BUDGET PLANNING ASSESSMENT TOOL PROCESS The strategic plan goals include developing programs focused on life skills and workforce development (Skills pipeline); capital projects discussed later; building better internal alignment to support HPLD's efforts toward continuing improvement; and increasing literacy throughout the district. 13 Short -Term Organization Factors A demographic study completed during 2019 indicated that the High Plains Library District service area is experiencing and is expected to experience significant population growth in the foreseeable future. The 2020 census results report a Weld County population of 328,981, an increase of over 76,000 or 30% from the 2010 census. The Colorado State Demography office is forecasting the Weld County population to grow to 423,760 in 2030. High Plains Library District will need to provide library services to those individuals. According to financial planner SmartAsset, in 2022 Weld County had the highest new building rate of all Colorado counties at 47 building permits for every 1,000 homes. This growth influences decisions about facilities, staffing, and how best to provide library services efficiently and effectively. The budget for 2024 includes an operational budget and capital projects needed to serve the growing population. A significant portion of the property tax base for High Plains Library District is from oil and gas. That causes significant volatility in the revenue stream. Oil and gas represents approximately 65% of the district's assessed value for the 2024 budget. Oil and gas represented approximately 60% of the district's assessed value for the 2023 budget and 43% of the district's assessed value for the 2022 budget. The Colorado Legislature passed SB19-181 in April 2019. That law changed the way oil and gas production is regulated in Colorado. The uncertainty about the long-term impacts of that law on the oil and gas industry affects revenue projections and decisions about spending available resources and the level of reserves that should be maintained. This uncertainty has caused the library district to maintain a higher level of reserves than might be seen if the property tax base was more predictable. Oil and gas sales revenue increased in 2022 which increases property tax revenue for 2024. Property values have also continued to increase in the HPLD service area. Financial planner SmartAsset reports that Weld County lead Colorado counties in 2022 in the incoming investment index. Weld County saw 6.8% growth in business and $5.8 billion growth in the county's GDP in 2022 according to SmartAsset. Inflation continued to increase in 2023. Inflation is expected to continue into 2024 and is expected to impact most operating expenditures and capital projects. Inflationary pressure on wages and a competitive labor market are expected to increase the cost of labor. Interest rates remained low during 2021 and began to increase in 2022. Interest rates continued to increase in 2023, but not as dramatically as 2022. According to a recent Federal Reserve Dot Plot, interest rates are expected to decrease to near 5% in 2024. 14 Priorities and Issues The permanent, long-term effects of the economic conditions created by the shutdowns in response to COVID-19 are yet to be determined. However, the oil and gas market crash and dramatic increase in unemployment that occurred in 2020 demonstrated a need in our communities for High Plains Library District to respond by providing more skills -based and development programming to help people acquire and improve marketable skills. The shutdowns during 2020 helped identify locations in our district where improved Internet access is most needed. In response to that need, HPLD obtained grants to purchase mobile Wi-Fi units, placed Wi-Fi units in high need locations in the district community, and purchased 16 mobile Wi-Fi units that were made available for specialty checkout. During 2024, High Plains Library District will work with partner agencies to continue to close the digital divide, improve digital literacy and access. In addition to the factors noted above, the diversity of the population in the service area must be considered in the development of the budget. High Plains Library District is committed to ensuring that our programs and services are accessible to everyone and is continually striving to improve the library experience for all visitors. The materials collection, programs, and services should be designed to provide some level of library service for the entire population. The facilities and staff should feel welcoming to a wide variety of individuals. The population diversity affects decisions about amounts and types of materials purchased and programs that are offered at the libraries. Funds have been allocated in the Collection Resources department to allow the library to purchase a wide spectrum of materials in a variety of formats and genres. Resources have been allocated in the budget for citizenship, English as a Second Language (ESL), and Right to Read classes. Each year High Plains Library District is honored to host a naturalization ceremony for individuals who have completed citizenship classes and passed the examination. 26 individuals from 20 countries including Australia, Burma, Columbia, Cuba, Djibouti, Eritrea, Ethiopia, the United Kingdom, Ukraine, and Vietnam became United States citizens in the 10th annual naturalization ceremony in Greeley, Colorado on June 30, 2023. The library district covers a geographical area of almost 4,000 square miles in northeastern Colorado. High Plains Library District includes most of Weld County and a small portion of Boulder County. The service area includes some near-urban/suburban, more densely populated areas, and some rural, remote, sparsely populated areas. Providing library services in the remote areas where individuals do not have convenient access to a library building requires creativity and additional resources. Significant resources were allocated to the Outreach Department in 2017 through 2019 to replace two older vehicles, add a vehicle to the fleet, and to add staff. Funds have been allocated in the 2024 budget for Outreach department operations. The Information Technology and Innovation (ITI) Department budget will allow High Plains Library District to continue to support access to electronic resources throughout the district. 15 In 1999, the voters passed a ballot issue that increased the property tax mill levy by 1.8 mills to allow for the issuance of Certificates of Participation. The ballot issue required the district to reduce the property tax mill levy by $1,000,000 when the debt was paid off. The final payment on the debt was made in December 2019. The property tax mill levy for operations was reduced from 3.249 for 2019 to 3.177 for 2020. The mill levy for operations remains 3.177 for the 2024 budget. Although the reduction in revenue might be considered as being offset by the reduction in debt service expenditures, the impact of the decreased revenue and increased pressure on the budget because of projected population growth and inflation must be considered when allocating available resources. The development of the strategic plan has allowed High Plains Library District to improve the focus on priorities for the 2024 budget. The basic priority has been and continues to be providing high -quality library services throughout the district. The focus for 2024 has been refined to specific capital projects, increasing literacy, building better alignment to support HPLD's efforts toward continued improvement, and developing skills -based and workforce development programming (Skills pipeline). Moving to more skills -based programming, developing operational excellence, and specific capital projects were also focus points for the 2023 budget. HPLD will continue to focus on skills -based and workforce development programming in 2024. Developing operational excellence remains a focus in 2024 as High Plains Library District proceeds on the journey of continuous improvement. As High Plains Library District pursues its mission of Helping build Community, taxpayers, patrons, and staff members will know that we are succeeding when literacy rates are improving, patrons are learning new skills and developing skills, and peaceful, productive civil discourse is happening in our district. Fund Description and Fund Structure High Plains Library District maintains two funds for accounting and budgeting purposes — the general fund and the debt service fund. The general fund is High Plains Library District's primary operating fund. It accounts for all financial resources of the district, except those required to be accounted for in another fund. The general fund is a major governmental fund of the district and the 2024 budget appropriates funds for the general fund. The debt service fund accounts for the resources accumulated and payments made for principal and interest on the long-term debt of the district. The debt service fund has also been a major governmental fund of the district. The Certificates of Participation Series 2010 were paid off in December 2019. The district has no long-term debt outstanding as of December 31, 2023. There is no debt service fund budget appropriated for 2024. 16 Basis of Budgeting Annual budget and appropriation ordinances are adopted by the board in accordance with the Colorado State Budget Law. The budget is prepared on a basis consistent with accounting principles generally accepted in the United States for all governmental funds (modified -accrual - the same basis of accounting used in the audited financial statements). Depreciation is not budgeted for and capital outlay is budgeted for. Depreciation is recorded in the Annual Comprehensive Financial Report government - wide financial statements and capital outlay expenditures are capitalized in the Annual Comprehensive Financial Report government -wide financial statements. The accounting system is employed as a budgetary management control device during the year to monitor expenditures. The legal level of control is at the fund level. All annual appropriations lapse at year end. Financial Policies Below is a summary of some financial policies of High Plains Library District. High Plains Library District is in compliance with the financial policies. The 2024 budget is prepared in compliance with these policies. The finance policies are available on the High Plains Library District website. Balanced Budget Colorado state statute and district policy does not allow a budget with deficit spending which is defined as expenditures in excess of available revenues and beginning fund balance. A balanced budget is a budget where budgeted expenditures do not exceed budgeted revenues plus beginning fund balance. Fund Balance / Reserve High Plains Library District is subject to the Emergency Reserve requirements of the Colorado Taxpayers Bill of Rights (TABOR). The TABOR Emergency Reserve provision requires High Plains Library District to maintain a reserve of 3% of prior year revenues. In addition to the emergency reserve, High Plains Library District policy requires six months of operating expenditures to be maintained as a fund balance reserve. Debt High Plains Library District is prohibited from issuing debt in excess of the legal debt limit of 1.5% of assessed value. Colorado TABOR prohibits governments from issuing bonds without a vote by the citizens. Governments may issue Certificates of Participation without a vote of the citizens. High Plains Library District policy requires approval of the Board of Trustees to issue long-term debt. 17 Investment High Plains Library District investment policy complies with Colorado state law. The primary investment objectives are preservation of capital and liquidity. Permitted investments include U.S. Treasuries, Federal Agencies and Instrumentalities, Corporate Securities, Local Government Investment Pools, and Money Market Funds. Budgetary Control The legal level of control is the fund level. The proposed budget is presented to the Board of Trustees by October 15 each year. The proposed budget is posted on the High Plains Library District website and interested parties can review it from the website or in person at the district's administrative offices during regular business hours. A public hearing is scheduled and held by December 15 each year. The Board of Trustees adopts the mill levy and the budget by December 15 each year. The budget is posted on the district's website and filed with the State of Colorado by the end of January each year. During the year, the finance department prepares monthly budget to actual reports of revenues and expenditures. The budget to actual reports are posted on the High Plains Library District website and sent to the HPLD finance committee. The Executive Director, the finance department, and each department head and library manager monitor the budget to actual activity throughout the year. If a budget amendment is needed, the amendment is presented to the board, a public hearing is scheduled and held, and the board votes on the amendment. If the board approves the amendment, the amended budget is filed with the State of Colorado. Revenue The primary revenue source for High Plains Library District is property tax. Property tax revenue is a function of the assessed valuation of taxable property within the district as certified by the county assessors multiplied by the mill levy approved by the Board of Trustees. Property taxes are billed and collected by the county treasurers. The county treasurers disburse the property taxes to the taxing districts by the 10th day of the month following collection. High Plains Library District records the property tax revenue received each month as revenue for the previous month. The property taxes levied for the following year are recorded as receivables and deferred revenue in the current year's audited financial statements. Budget Process Public input on the budget is obtained by feedback received throughout the year. Participants in some programs are invited to take formal surveys. Staff members receive informal feedback through conversations with community members. During 2023, HPLD began testing the LCI (Library Confidence Indicator) as a tool for collecting community feedback. Community members may submit requests for the purchase of specific items for the library collection. That formal and informal feedback is used to 18 help determine what types of programs are offered and what materials are purchased for the collection. Public use of the libraries (gate count) and circulation statistics impact budget decisions about staffing levels at the libraries. Circulation statistics also impact budget decisions about what materials are purchased for the library collection. Computer use statistics help determine the number of computer stations that are maintained at each facility. Participation at the stops offered by Outreach helps determine the schedule, frequency, and locations that are visited. Board meetings are open to the public and attendees may sign up for public comment to address the board about library services or district budget decisions. HPLD uses the assessment matrix below, a modified version of the Eisenhower Matrix, as a tool to prioritize ideas and opportunities into potential action as part of the budgeting process. ASSESSMENT MATRIX COST COMPLEXITY The High Plains Library District budget preparation process typically begins in late June or early July every year. Budget request worksheets are provided to each library manager and department head. The budget request worksheets are completed by the library managers and department heads and returned to the Finance Department by the end of July or early August each year. This includes capital outlay projects identified by the Facilities Department throughout the year during facility walk throughs and from the planned maintenance and replacement schedule. During August and early September, the Finance Department compiles the requests and reviews them with the Executive Director and Associate Directors. The requests are prioritized, and any necessary adjustments are made and discussed with the library managers or department heads. The preliminary budget is reviewed with the finance 19 committee. The finance committee may make recommendations for revisions to the preliminary budget. Per state statute, the proposed budget must be presented to the board by October 15 each year. The proposed budget for 2024 was presented to the board at the October 9, 2023 board meeting. The proposed budget was then posted on the High Plains Library District website and a copy was available in the administrative office for public review. A public hearing notice was published. Per state statute, the Board of Trustees must certify the mill levy by December 15 each year and adopt the budget by December 31 each year. SB23B-001 passed in special session of the state legislature in November 2023 changed both of those deadlines to January 10, 2024 for this year only. The 2024 budget was adopted at the December 11, 2023 board meeting. The mill levy was certified at the January 8, 2024 board meeting. The adopted budget was then posted on the High Plains Library District website and filed with the Colorado Department of Local Affairs Division of Local Government. A copy of the budget is also available in the administrative office of High Plains Library District. Between October when the proposed budget was presented to the board and December when the final budget was presented to the board, some budget adjustments were made. Adjustments were made to the capital outlay budget and two staff positions were added. A table of the adjustments is included in the supplemental / statistical section of this budget document. The legal level of budgetary control is at the fund level. If necessary, the budget may be amended by preparing and presenting a budget amendment to the BOT and holding a public hearing. If the BOT approves the budget amendment, the amended budget must be filed with the Colorado Department of Local Affairs Division of Local Government. Budget amendments may be presented to the BOT at any time during the year. Any budget amendments must be approved by the BOT before the end of the budget year / fiscal year. Statutory Budget Calendar August 25 Assessors certify to all taxing entities and to the Division of Local Government the total new assessed and actual values to compute the statutory and TABOR property tax revenue limit. October 15 Budget officer must submit proposed budget to the governing board. Governing body must publish "Notice of Budget" upon receiving proposed budget. December 10 Changes in assessed valuation made by the assessors will be made only once by a single notification to the county commissioners or other body authorized by law to levy property tax, and to the Division of Local Government. 20 SB23B-001 changed the deadline to January 3, 2024 for one year only. December 22 Deadline for county commissioners to levy taxes and to certify the levies to the assessor. SB23B-001 changed the deadline to January 17, 2024 for one year only. January 30 A certified copy of the adopted budget for the current fiscal year must be filed with the Division of Local Government no later than this date. Fund Balance Fund balance may be defined as the excess of the assets of a fund over its liabilities, reserves, and carryover. The budget for 2024 plans for an increase in fund balance of approximately $11 million. High Plains Library District anticipates a significant increase in property tax revenue in 2024. High Plains Library District is budgeting for an increase in salaries and benefits expenditures FTE (full-time equivalent) and regular staff headcount that will be added in 2024. Revenues The primary revenue source (approximately 97%) of the High Plains Library District is the property tax mill levy. The revenue estimate for the budget is calculated based on the certification of assessed valuation received from the county assessors multiplied by the mill levy that is certified by the High Plains Library District Board of Trustees and the Weld and Boulder County Commissioners. 21 Property Tax Revenue $80,000,000.00 $70,000,000.00 $60,000,000.00 $50,000,000.00 $40,000,000.00 $30,000,000.00 $20,000,000.00 $10,000,000.00 $- 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 The Gallagher Amendment in the Colorado Constitution limited the portion of statewide property tax revenue that could come from residential property to 45%. The remaining 55% of statewide property tax revenue was to be levied on other property types — commercial, agricultural, etc. The assessment rate for non-residential property types except oil and gas was fixed at 29%. To maintain that 45% / 55% ratio, the residential assessment rate was adjusted every two years. Since residential property values statewide have increased faster than the other property types, the residential assessment rate had been decreasing. The decreases in the residential assessment rate have effectively become permanent since the Taxpayer Bill of Rights (TABOR) in the Colorado Constitution prohibits any tax increases without a vote of the citizens and increasing the residential assessment rate has been interpreted as a tax increase. A measure to repeal the Gallagher Amendment was on the ballot for November 2020 and passed. With the repeal of the Gallagher Amendment, the residential assessment rate was fixed at 7.15% and the non-residential assessment rate was fixed at 29%. In June 2021, the state legislature passed SB 21-293 reducing the assessment rates on some classes of property for 2022 and 2023 valuations (collection years 2023 and 2024) from 7.15% to 6.95%, 7.15% to 6.8%, and 29% to 26.4%. Under SB 21-293, assessment rates were to return to the previous levels for 2024 valuations. In June 2022, the state legislature passed SB 22-238 which reduced assessment rates on some classes of property and exempted some portions of valuations of some classes of property for the 2023 and 2024 valuations. Colorado Counties, Inc. has prepared a table summarizing the changes in the assessment rates. Please see the statistical and additional information section for that table. In May 2023 during the last week of the legislative session, the state legislature passed SB 23-303 which submitted a measure on the November 2023 ballot known as Proposition HH. Provisions of SB 23-303 / Proposition HH included slightly reducing the assessment rate on some residential properties and some other property classes while allowing the State of Colorado to retain more revenue than currently allowed under 22 TABOR for 2023 through 2032 and changes to the statutory budget calendar for this year only which would delay final certifications of valuation and mill levy certifications. Proposition HH failed in the November election. On Thursday following the November election, the governor called a special session of the state legislature to begin November 17, 2023 to address the increase in property taxes. During the special session, the state legislature passed SB23B-001 which reduced the residential assessment rate to 6.7%, exempted the first $55,000 of residential property value, and delayed the budget adoption and mill levy certification dates for this year only. A significant portion of the High Plains Library District tax base has been from oil and gas. With the oil and gas market crash in 2020 and government -imposed shutdowns, oil and gas sales revenue from production in the district decreased dramatically. That significantly reduced High Plains Library District budgeted revenues for 2022. Construction continued and residential property values increased in the district, but that did not offset the reduction in the tax base from the decreased oil and gas sales. The oil and gas market experienced some recovery in 2021 and property values in the HPLD service area continued to increase, so budgeted property tax revenue for 2023 increased. Oil and Gas prices increased in 2022 and property values were reassessed in 2023, so budgeted property tax revenue for 2024 increased by approximately 35%. Historial Price of WTI (West Texas Intermediate) Crude Oil per Barrell per macrotrends.net data as of November 7, 2023. $130 $120 $110 $100 $90 $80 $70 $50 $50 $40 $30 $20 2019 2020 2021 2022 2023 23 WTI Closing Price Forecast per longforecast.com data as of November 7, 2023 140.00 120.00 100.00 80.00 60.00 40.00 20.00 b, 0, 0, O, 0, h h h h O O O 1 1 1 1 1 1 ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti O O O O O O O O O O O O O O O O O O O O O O O O O ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti met atJ tr a, O\-\ met met atJ tZ.,<\ aA O\-\ ��t met atJ tr a� O\ -J ��t met atJ tr a� O�J ��t met �o a 4` to to „� a4` to to �o a 4` to to so a 4` to to \°,e , 5 ��e�°, ,a 49- �° , 5 ���°,e ,a 5 �ee e e e Long-range Financial Plans The long-range financial operating plans support the achievement of the strategic goals of HPLD. The long-range financial operating plans allow High Plains Library District to estimate resources that will be available to use toward those goals. The long-range financial plan helps determine scope and timing adjustments that may be necessary or possible to work being done on the strategic plan initiatives. High Plains Library District is dependent on the mill levy for operations of 3.177 for property tax revenue as the primary revenue source for the district. Currently, there are no plans to increase or decrease the mill levy. Any proposed increase in the mill levy would need to be approved by the BOT and then presented to the voters for approval. The High Plains Library District Foundation was rebranded and renamed the High Plains Library District Friends & Foundation (HPLDF&F) in April 2022. HPLDF&F will be instrumental in building community connections and community support should it become necessary to request a mill levy increase. Since the primary revenue source for High Plains Library District is property taxes, and a significant portion of the tax base has been oil and gas, the oil and gas market crash in 2020 negatively impacted the revenues of the district — particularly for 2022. Increases in oil and gas prices in 2022 and reassessments of property values in 2023 created an increase in budgeted property tax revenue for 2024. Long-range financial plans and projections were reevaluated in 2023 as HPLD continues to prepare for the future. Long-range financial planning requires working with other economic interests to get a firm understanding of economic forecasts and their meaning for district revenues and setting priorities to identify areas that could be reduced when revenues take a downturn. During 2023, the Finance Department received information from Weld County 24 government officials, obtained information from the Colorado Oil and Gas Conservation Commission, attended seminars and webinars on economic updates and predictions, and read reports on the national and local economic outlook. That information was used to refine the financial projection for High Plains Library District. The projection was considered in developing the budget for 2024. The property tax base for HPLD appears to be changing. Economic forecasts seem to indicate that oil and gas production in the Weld County area may have reached its peak. Anticipated population growth in Weld County is expected to support continued residential construction. Residential property sales have slowed and prices have begun to decrease slightly. The assessment rate reductions SB 21-293 and SB 22-238 have had a negative impact on HPLD revenues. SB23B-001 that was passed in a special session in November 2023 will have a negative impact on HPLD revenues. In response to the expected future revenue levels, emphasis has been placed on controlling the operating expenditures budget. FTE (Full-time equivalent) and employee headcount were increased significantly in 2023 to staff and support LINC. The 2024 budget plans for additional increases in FTE to satisfy the demand for the innovation spaces and other library services. Beyond 2024, there are no plans for significant annual increases in FTE or staff headcount. Database and periodical subscriptions have been reviewed and items with low patron use have been discontinued. Less expensive, more user-friendly options have been identified to replace some of the databases and electronic resources. Public computing center use was evaluated, and low use facilities were closed. As more individuals are using their own devices (phones, laptops, tablets, etc.) in the libraries, computer use in the libraries was evaluated and some computers were removed to right -size the inventory to achieve usage target ranges. Long-range financial plans include operation of LINC. LINC was opened May 13, 2023. LINC will allow HPLD to achieve strategic plan initiatives of expanding skills -based programming and increasing literacy. The additional skills -based programming and literacy should encourage economic growth and help diversify and expand the property tax base in the HPLD service area over the long-term. LINC replaced the Lincoln Park Library location. HPLD listed the Lincoln Park Library building for sale in June 2023. No sales proceeds have been included in the budget or the long-range financial projection. The overview of the capital improvement program provides more information on specific projects. To help control the operating expenditures budget and to accommodate the anticipated levels of future property tax revenue, completing LINC was the largest construction project planned on the schedule. Construction projects planned or anticipated for 2024 through 2028 are much smaller. Anticipated future revenue levels will require High Plains Library District to leverage available technology to provide library services efficiently in more remote areas of the district. 25 The government -imposed shutdowns during 2020 created the opportunity to learn how to provide more services virtually. High Plains Library District is using available technology (web -based programming, electronic databases, Ebooks, downloadable audiobooks, music, and videos, virtual assistance from librarians, on-line meeting spaces, etc.) to provide library services to a wider community more efficiently. The Outreach department will continue to provide library services to the community outside of the library facilities. Technology and the Outreach department will allow HPLD to provide library services with less need for additional library facilities. Currently, High Plains Library District has no plans to significantly reduce library services. HPLD intends to be responsive to the community. Low use services may be discontinued to improve efficiency or to provide additional resources for other library programming. An example of this is the evaluation of database use and public computing center and computer use as discussed earlier. High Plains Library District will continue to provide library services throughout the service area while evaluating those services for efficiency and value to the community. Stewardship and fiscal strength are focus areas of the budget process. High Plains Library District's financial plan is to maintain a sound and sustainable financial position by allocating available resources to provide high quality library services while also maintaining adequate reserves to manage revenue volatility and economic downturns. Capital Expenditures The Facilities Master Plan provides general guidance on when a library expansion or a new library should be considered. The BOT and executive team meet with other community leaders regularly. Economic conditions and outlook, population growth and projections, and community plans and needs are often discussed in those meetings. That information is considered when determining which capital projects should be pursued. HPLD is considering updating the Facilities Master Plan in 2025. The Facilities Department inspects and evaluates the facilities throughout the year and maintains a replacement schedule for significant building components (roofing, HVAC units, boilers, etc.). The Facilities Manager recommends capital projects based on those inspections and the replacement schedule. Library Managers also request improvements to the facilities. The Executive Director, Associate Director of Public Services, Facilities Manager, and Finance Manager review the proposed capital budget requests and prioritize the recommended projects. Projects that affect the safety or the functionality of the facilities are given higher priority than other requested improvements or additions. The 2024 budget includes funds allocated for the following projects: Centennial Park Library Remodel — upgrading and renovating the existing library. Estimated project cost of $1,800,000. This project was begun in September 2023 and is expected to be completed in early 2024. 26 Carbon Valley Regional Library Renovations - upgrading and renovating the existing library. Project includes carpeting, paint, furniture replacement, makerspace equipment, and outside improvements. Estimated project cost of $1,500,000. Farr Regional Library Renovations — upgrading and renovating the existing library. Project includes carpeting, paint, and furniture replacement. Estimated project cost of $850,000. Grover Library — In 2022, Weld County School District 6 donated a modular unit to HPLD. In October 2023, the Town of Grover donated land to HPLD for a library site. The library will provide computer and internet access, a small collection of materials, and a small meeting room. Estimated project cost of $1,000,000. DSS Archive — Feasibility and needs assessment, project scope determination, and design for a capital project was undertaken in 2023. The project may include archive space, storage space, and public space. The 2024 budget includes $6,000,000 for this project. Mead Library — a library in Mead that will be approximately 10,000 square feet. Estimated total project cost of $7,500,000. Estimated completion in 2025. Impact of Capital Investments on Operating Budget The capital investments noted above will have an impact on the operating budget in additional staff, maintenance, and utility costs. The estimated amounts per project are listed below: Project Estimated Annual Salaries and Benefits Estimated Annual Utilities Estimated Annual Operating Costs including Repairs and Maintenance Centennial Park Library remodel No additional costs expected No additional costs expected No additional costs expected Carbon Valley Regional Library Renovations No additional costs expected No additional costs expected $5,000 Farr Regional Library Renovations No additional costs expected No additional costs expected No additional costs expected Grover Library No additional costs expected — will be covered by existing staff $ 3,000 $ 17,000 DSS Archive No additional costs expected Project feasibility and needs are being assessed Project feasibility and needs are being assessed Mead Library $250,000 $30,000 $ 20,000 27 The projects are expected to be financed using available cash and investments, a decrease in earnings on investments is expected. Debt The legal debt limit for High Plains Library District is 1.5% of assessed value or $319,255,468 as of December 31, 2023. The Certificates of Participation Series 2010 were paid off in December 2019. The High Plains Library District has no long-term debt subject to the legal debt limit as of December 31, 2023. High Plains Library District has no current plans to issue new debt. Position Summary Schedule 2022 2023 Budgeted 2024 Librarians 32 35 36 Library Associates 56 62 63 Pages and Materials Clerks 35 42 42 Innovation Space 4 9 Facilities 8 9 9 Collection Resources 13 14 14 Information Technology Innovation 8 9 11 Community Relations and Marketing 4 5 5 Managers and Supervisors 30 30 30 Administration (Executive Director, Associate Directors, HR, Finance, Foundation) 9 8 9 Total 195 218 228 The increase from 2022 to 2023 were planned additions to staff and support LINC. The LINC facility is significantly larger than the Lincoln Park Library. LINC has the capacity to serve more patrons, house a larger collection of materials, and provide a wider variety of programming and services. The increase in the 2024 budget is for additional innovation space staff to help meet the demand, event and volunteer coordinators to increase and enhance use of facilities, and an additional librarian to meet teen demand at LINC, a library associate to meet demand at the virtual library, and IT technicians for technology support. 28 WELD COUNTY, COLORADO Moffat Rio Blanco Mesa Montrose San Mig el Dolore Montezuma Garfield Delta Ouray La Plata Eagle Gunnison Hinsdale Saguache M neral Archuleta Jackson Phillips Grand ear Cr. urnml Chaffee Rio Grande Conejos Latimer Boulder Fremont Custer Alamosa Costilla Adams Arapahoe Douglas L7 El Paso Huerfano Pueblo Elbert Morgan Washington Lincoln Otero Las Animas Sedgwick Kit Carson Cheyenne Prowe LIBRARY LOCATIONS Y P archnos PDwmee Nulianul Grassiand Weld County p,Ay ii i, fig/r,c. Kersey Library Riverside Library & Cultural Center Centennial Park Library LINC Library & Innovation Center Lincoln Park Library Farr Regional Library Carbon Valley Regional Library Erie Community Library 29 LIBRARY LOCATIONS Li .it Farr Regional Library I'z l Joh rslc��,�rn I ;cd-.:rick Carbon Valley Regional Library 7 Park Avenue, Firestone Centennial Park Library 2227 23rd Avenue, Greeley arrr111PI, ��IMlnort yr 'r. i-. rv! P 3lir;ille Creel Centennial Park Library • RIVER'AB LIERA rAnc..-. Lincoln Park Library Riverside Library & Cultural Center Weld County For _i.-cn crat noncnette, I.:chb_ Farr Regional Library 1939 61st Avenue, Greeley Kersey Library 332 3rd Street, Kersey I'ud or k's::) Lincoln Park Library 1012 11th Street, Greeley Riverside Library & Cultural Center 3700 Golden Street, Evans Erie Community Library 400 Powers Street, Erie LINC Library & Innovation Center 501 8th Avenue, Greeley 30 DEPARTMENT DESCRIPTIONS The libraries and departments described below are included in the general fund of High Plains Library District. BRANCH SERVICES High Plains Library District (HPLD) serves more than 310,000 residents of Weld County and part of Boulder County and covers a geographic area of almost 4,000 square miles. Our mission of helping build community is carried out by our well -trained staff and through our strong collection of library materials. Currently, HPLD offers more than 700,000 items to its patrons. The district strives to provide a collection that balances viewpoints across a broad spectrum of opinions and subject matter in formats suitable to a variety of learning and recreational interests and skills. Our locations offer a wide selection of materials including children, teen, and adult fiction and non-fiction materials in print, audio, video, and electronic formats (CDs, DVDs, e -books, and downloadable audio books). The district also provides a collection of magazines, journals, and newspapers, and subscribes to more than 70 paid subscription databases, most of which can be accessed from any computer with Internet access. Launchpads are also included in the district's digital collection. These pre -loaded tablets for kids are designed with a simple, easy -to -use interface, and come loaded with age -appropriate games and apps. In addition, the district provides Wonderbooks and VOX books, which are children's print books with a pre -loaded audiobook player attached. High Plains Library District strives to provide current technologies within the libraries as well as in computer centers throughout our service area. At a minimum the district provides access to the catalog, subscription databases, the Internet, and current computer applications. Computers within the libraries are used by staff to teach classes to the public on a variety of computer -related topics, as well as by the public for research and personal computer use. In addition, each of the district's libraries provides Wi-Fi connectivity without charge to the user. As an extension of traditional service, each library hosts a variety of programming for all ages that encourages reading, literacy, education, skill development, cultural and social diversity, and fun. These programs are provided free of charge to attendees. The district maintains a strong commitment to long-term environmental sustainability. During new construction and facility upgrades, the district makes every effort to reduce consumption of resources as well as use our existing resources wisely. When feasible our facilities use alternative energy sources such as solar and implement energy -saving technologies and practices to further reduce use of energy. Carbon Valley Regional Library Carbon Valley Regional Library serves as both a community library and a resource library for the southwest area of the High Plains Library District. The 35,400 square foot facility can 31 hold up to 150,000 items and has 29 public access computers. The library includes two community meeting rooms, four individual study rooms, a cozy fireplace area, children's storytime room, outdoor patio, amphitheater, caf�, a dedicated teen room, a nature trail, and a new pollinator garden. The library is an integral part of the Carbon Valley community and partners with the local Chamber of Commerce, area municipalities, and schools to carry out the district's mission. Centennial Park Library Centennial Park Library serves as a neighborhood library near central Greeley. The 28,000 square foot facility can house up to 80,000 items and offers 62 public access computers. The library includes a computer commons area with a separate computer lab for teaching technology classes, four study rooms, a community meeting room, and a teen computer lab. The Centennial Park library is undergoing a remodel that began in September 2023. Some exciting changes include a new teen space, small makerspace and new features to the children's area, including a re -envisioned story time area, and new art mural by local artist, Betony Coons. Colorful new furniture, carpet and paint gives the library a fresh and modern look. The genealogy collection, once housed on the lower level, was moved to LINC. Erie Community Library Erie Community Library is a neighborhood library that holds up to 65,000 items. The 26,500 square foot facility provides 17 public access computers and features a living room with a fireplace, two outdoor patios, a makerspace, four study rooms, and a large event space/meeting room that can be divided into two reservable meeting spaces. To meet the needs of the growing Erie community, the library recently underwent a renovation and an expansion of 6,500 square feet to create a makerspace, enlarge the children's storytime room, increase the number of study rooms and meeting spaces, and relocate and remodel the teen area to include room for collaboration, gaming, and hanging out. The project also expanded the patron parking lot. The four additional study rooms help serve the needs of tutors and students who were previously using library open areas to work, allow groups to collaborate in separate 32 spaces, and provide quiet space for study and work. The larger storytime room can accommodate twice as many adults and children as before and provides a larger area for play and learning after storytimes. The makerspace houses a laser cutter, 3D printer, and several sewing machines for skills -based learning, STEM activities, and arts and craft activities for all ages. The larger meeting spaces enable the community to make twice as many room reservations for larger numbers of people than previously. Farr Regional Library Farr Regional Library serves a dual role as both a community library and a resource library for the northern area of the High Plains Library District. The 38,000 square foot facility can hold up to 175,000 items and is equipped with 38 public computers. Through its building design, the library has a variety of spaces that meet the diverse needs of the community including areas for collaboration, meetings, and quiet study. The library offers a cafe/vending area, a flex meeting room for impromptu meetings and collaborative work, community reading and study rooms, a large children's area, a separate teen area, and numerous informal seating areas. The Farr Regional Library features eight custom stained-glass windows commissioned by local artist Carolyn Stuart, a fireplace with a comfortable reading area, a small conference room, and a large meeting room. Farr Regional Library also serves as the home for the Virtual Library. Virtual Library staff assist those who prefer online or phone -based services. Through phone, email, and chat, trained library staff find online -based resources, request items, renew items, troubleshoot e -book questions, sign up for programs, help with reserving a meeting room, create district preloaded library cards, and much more. Grover Library HPLD and the Town of Grover are working together to provide library services in a library facility for the residents of Grover and the surrounding area. The town has donated land in Grover, and the library has secured a building that is approximately 1,792 square feet. HPLD is actively working to get this facility up and going, and we hope to see a finished facility by mid -2024. Our plans include a small library collection, computer access, and a small community room for meetings. The service model for this location has not yet been solidified as we do not have one already in place for a facility of this nature, but we are working to develop a service model that we can pilot in Grover and potentially use for future small, rural locations similar to this facility. Kersey Library To meet the needs of the growing Kersey community, the library renovated a new location 33 within the heart of the community, right next to Kohler Park. This location is 3,400 square feet and can hold 5,600 items. It offers public access computers, Wi-Fi, printing, scanning and faxing, and one children's computer with age -appropriate learning activities and games. The library hosts a variety of programs for all ages that encourage reading, literacy, education, and diversity with a focus on skills -based learning/training. There is one public study room available for reservation. In addition to the adult book club, Kersey Library services include a summer reading program, a free lunch program in conjunction with the Weld Food Bank, and afterschool programming for children. The library is an important part of the Kersey community and partners often with the Town of Kersey to carry out the district's mission. LINC LINC (Library INnovation Center), a 62,000 square foot building that represents the next iteration of the High Plains Library District opened May 13, 2023. Built at the old Greeley Tribune site in downtown Greeley, the newly constructed, state -of -the art building features a fully equipped makerspace with 3D printers, laser engravers, cri-cuts, and a plasma cutter, an industrial room with woodworking equipment, two large innovation workspaces, an innovation classroom, an art studio, a recording studio, podcast room, an atrium with an indoor/door fireplace, and a board room. The High Plains Library District's Local History and Genealogy Collection, which was previously housed at Centennial Park Library, was moved to LINC. Plentiful opportunities for children and teens exist at LINC. The mezzanine level showcases a dynamic, hands-on learning Children's Exhibit that physically connects to the two-story large-scale interactive installation by nationally renowned artist Wes Bruce. The Children's library features a Hobbit Door that welcomes families into the Storytime room. Older kids and teens can take advantage of the gaming room next door to the Children's Library. There is no shortage of community spaces in the building. There are 5 study rooms, 5 meeting rooms, 2 collaboration spaces, 2 computer classrooms, 3 general classrooms. The event space holds 200 people and contains 2 projectors & large screens. There will be 50 computers available throughout the building and a materials collection that can expand to 100,000 items. At LINC, individuals can transform information into knowledge while developing and sharing skills and ideas in a sensory rich, experience driven, creative environment. A community catalyst for workforce development, STEM education, and future innovation, LINC is a place where creativity and possibility comes to life. 34 Riverside Library & Cultural Center Riverside Library, located in Old Town Evans continues to be a destination library for neighborhoods surrounding the library and the Evans community. The 18,500 square foot library is part of a joint use cultural center which is operated and maintained by the City of Evans. The library can hold up to 30,000 items and provides 21 public access computers. The library features a variety of spaces that meet the diverse needs of the community including areas for collaboration, meetings, and quiet study. The library offers four study rooms, a cozy fireplace, plenty of casual seating, and a multi -purpose room for library programs. Riverside offers public access computers, WI-FI, printing, and computers and hosts a wide variety of programs for children, teens, and adults. The cultural center portion of the building that the City of Evans manages includes large, well-equipped meeting rooms, local history displays, and office spaces. There is an outdoor plaza which includes a play area for children. DEPARTMENT OF COMMUNITY ENGAGEMENT — ALIGNING LIBRARY ROLES WITH COMMUNITY NEEDS Community Engagement is a coordinated effort made by the District to: • Bring services and programs to the community members both inside and outside of the walls of our facilities and satellite locations; inclusive of in -person interactions, vehicle -based delivery, virtual presence (using social media sites), and use of communication tools such as phone, email, and chat. • Learn about the needs and priorities of community members through market research, community assessments, and conversations. • Share the information learned with stakeholders within the district and appropriate external stakeholders. • Use the information learned to focus and prioritize services and experiences most important and relevant to community members. • Identify opportunities for staff to represent the High Plains Library District as an engaged resource at various community events. • Assess and measure the impact of our work for the purpose of better aligning our efforts to best support community success. Outreach Services The Outreach Department serves as an extension of High Plains Library District by delivering services and programs to patrons and communities unable or unwilling to use library facilities. The department operates in cooperation with the libraries throughout the High Plains Library District. 35 The Outreach Department provides popular materials in various formats, reading readiness training, materials and services for families, and programming. These services are provided to schools, daycare centers, preschools, families, assisted living centers, and senior centers in areas where geographic, economic, linguistic and other barriers hinder access to a library. Outreach services are delivered through Mobile Services and Outreach Services. Mobile Services staff focus on bringing services and programs out into communities throughout the district with the purpose of making the library a visible, valuable service without the expectation that patrons will be expected to enter a facility. This is done through providing popular materials in various formats and through programming, storytimes, and events. The Mobile Services staff operates three mobile units. One unit, a bookmobile, serves as a mobile library, carrying a collection of approximately 5,000 books and non -print materials to schools and neighborhoods. The second and third units provide mobile library services to early childhood facilities and senior centers by bringing carts of books along with staff who host lobby stop services and programming. The units have access to the entire High Plains Library District collection. Outreach Services consists of Outreach Librarians who are centrally located and work throughout the library district to bring services out into the community through identified organizational partners and to build bridges to connect new populations with the library facilities and services. They are additionally tasked with creating connections and filling gaps in our community between the library and our underserved communities and communities that face barriers to library service. Outreach Librarians also develop community -wide programs. Community Relations and Marketing (CRM) Department CRM is responsible for ensuring consistent messaging for all communications, marketing, advertising, and public relations functions as overseen by the HPLD Executive Director. As the High Plains Library District's brand ambassador, CRM represents HPLD with one voice, one message, and through presenting a trustworthy presence in our community. CRM enhances the district's brand and visual presentation by identifying and supporting best practices in merchandising, establishing and maintaining partnerships, and strategically identifying areas with market penetration potential for patron growth. CRM actively supports districtwide efforts as directed by the Executive Director based on conversations with the Member Directors and Boards. Within this framework, CRM: • Provides the community with consistent and 36 accurate information about library policies, procedures, programs, and services. • Creates advertising campaigns that enhance and build the HPLD brand. • Coordinates market research and analyzes local needs. • Openly communicates with local media that serve the various district communities. • Coordinates all press releases, columns, press conferences, media kits and information packets that are distributed to increase awareness and knowledge about High Plains Library District. • Serves as the hub of all communication throughout High Plains Library District. • Manages the social media presence of the High Plains Library District. • Provides collateral material and everyday tools to assist staff. Edits the content, appearance and usability of external and internal communications including promotional materials, publicity campaigns, and other tools in order to ensure that the desired message is communicated, and the desired image is presented. • Collaboratively manages the web page to ensure a clean organized design is presented and the content is accurate and up to date. The HPLD Events and Experiences Team is part of CRM that markets HPLD and its services by attending events and parades. Events and Experiences staff operate the Pop -Up Library, a Ford F250 with a custom box that opens to display library materials available for checkout onsite. They combine point -in -time collections with targeted patron experiences to generate a lifelong connection with the library. DISTRICT SUPPORT SERVICES District Support Services is responsible for the operation of the branch library system, long range allrplanning, and oversight of centralized services to all branch and member libraries. Together the District Support Services departments including the Executive Director, Associate Director, Collection Resources, Finance, Human Resources and Facilities, and Information Technology and Innovation Departments provide leadership and management services to support district operations. Collection Resources Department The Collection Resources Department consists of Collection Development, Interlibrary Loan and Prospector, Bibliographic Services, and Specialty Checkout. Together these units accomplish the processes necessary to make a wide array of materials available to the public in a timely, efficient, and cost-effective manner. • Collection Development selects and manages the collections and resources of the branch system in accordance with the Collection Development Policies. The department, in collaboration with library managers and the Outreach manager, coordinates the management and maintenance of the collection materials including books, magazines, and media. Digital collections include databases, eBooks, eAudio, and streaming video. This centralized process provides cost effective efficiencies to build a quality collection that strives 37 to balance districtwide collection goals with local branch needs. • Interlibrary Loan and Prospector support the educational, recreational and information needs of High Plains Library District patrons through resource sharing with other libraries. Interlibrary Loan/Prospector enables all High Plains Library District libraries to provide patrons with a broad range of materials by supplementing existing collections. Interlibrary Loan and Prospector borrow and lend materials from various libraries throughout Colorado and the United States. • Bibliographic Services is responsible for ordering, receiving, processing and cataloging materials acquired by the district. Bibliographic Services is responsible for maintaining the integrity of the data contained in the online catalog using Resource Description and Access standards (RDA). This organization and description of materials is the foundation for other basic library services, such as circulation, materials management, collection development, and acquisitions. • Specialty Checkout maintains a collection of equipment and nontraditional library items. Because the equipment is often expensive and in limited supply, use is restricted to resident patrons over the age of 18. Specialty Checkout manages patron reservations through calendar -based software, allowing patrons to reserve items such as laptops, hotspots, projectors, telescopes, and experience passes for a specific date. Finance Department The Finance Department is responsible for the general accounting functions of the High Plains Library District including: • Payroll - ensure proper and accurate payment to employees and payment of payroll liabilities. • Cash Management - provide general cashiering operations, maintain banking relationships, and manage investment of district funds. • Accounts Payable - process payments for goods and services. • Fiscal Reports - prepare bank reconciliations, general ledger account reconciliations, and reports for use in analyzing various financial functions of the High Plains Library District. • Procurement Cards - administer a procurement card program to facilitate district purchases as well as monitoring the program and payment of monthly statements. • Accounting Procedures - assure compliance with applicable laws and policies governing the reporting of financial transactions, provide timely and accurate information, record all resources and assets by adhering to Generally Accepted Accounting Principles (GAAP) applicable to fund accounting, preparation of the Annual Comprehensive Financial Report and the coordination and preparation of the annual Budget document. Human Resources Department The Human Resources Department provides leadership, direction, and support to libraries by facilitating compliance, partnering strategically, and advocating for employees. The department is responsible for administering talent acquisition, learning and development, total rewards, organizational development and effectiveness, employee relations, diversity and inclusion, and labor law compliance. Human Resources promotes a workplace culture encouraging employees to: 38 • Focus on the patron • Take initiative • Contribute to a positive work environment • Think strategically and systemically • Pursue personal development • Continuously improve • Take pride in the workplace Facilities Department The Facilities Department has four functions: • To provide expert assistance in planning and construction of new and remodeled facilities • To provide equipment maintenance for all branches • To provide custodial services • To maintain the district's vehicles In addition, the department also provides assistance, as requested, to the member libraries. Member libraries are part of the High Plains Library District, but function independently and receive services from the district. • Planning and Construction - this department is supervised by the Associate Director of Public Services. The expert assistance is provided by a Facilities Manager, with support from the district's contracted Owner's Representative. These, along with others in the organization, work with architects and contractors to construct and maintain the facilities that are appropriate for the community in which they are built. This area of service is expected to be utilized regularly in the years to come, since the strategic plan calls for several new and remodeled buildings, in addition to an updated Facilities Master Plan. High Plains Library District worked with an architect to develop a "prototype library." The architects developed a "concept" that represents the library brand, but then translates that into customized designs and square footage that meet local needs. HPLD plans to utilize the prototype library concept for the Mead library. • Equipment maintenance - this includes everything from major projects like HVAC and roofing to soap dispensers in the restrooms. These services are provided by the Facilities Manager, along with three Facilities Technicians. The department also utilizes contract labor for projects beyond the scope of the Facilities Technician skills. 39 • Custodial services - these are the typical routine services that ensure that the facilities are clean and inviting to the public. Some of these services are provided by paid staff, and in other cases the services are contracted. • HPLD vehicle maintenance - As noted elsewhere in this narrative, there are four vehicles operated by HPLD plus a Facilities pickup. Facilities provides maintenance support for the vehicles. Information Technology and Innovation Department The Information Technology and Innovation (ITI) Department supports all technology solutions and facilitates process improvement throughout the District. The department key processes include: • Assessing, determining and providing best fit technology and process solutions • Maintaining an available and responsive infrastructure • Providing responsive support services • Improving process maturity throughout the District • Ensuring access to needed information and knowledge HPLD Friends & Foundation The High Plains Library District Friends & Foundation is a separate 501(c)(3) nonprofit, established to support the needs and mission of the High Plains Library District. The Friends & Foundation's mission is to build a community of library lovers through increased collaboration, philanthropy, volunteer engagement, awareness, and advocacy for the libraries of the High Plains Library District. The Foundation's assets and income are derived from the following activities: • Grant funding — mission -aligned funding for programming from private, family, corporate, municipal, and federal grant sources • Individual gift solicitation, including planned giving • Corporate giving, including sponsorship for programs and events • Special events • Earnings from investments 40 The Friends & Foundation's current funding priorities include capital projects, programs supporting literacy among underserved populations, and HPLD districtwide programs including Summer Reading Adventure and the Signature Author Series. Fundraising goals for 2024 include raising $20,000 for District -wide skills -based programming and services at the Innovation Luncheon, and sustained support for YES!fest, Summer Reading Adventure and additional funding projects as determined by staff in 2023. GOALS AND OBJECTIVES AND PERFORMANCE MEASURES After the board of trustees approved the strategic plan in November 2018, High Plains Library District personnel began work on goals and objectives related to the plan. The following is a table of some of the goals and objectives that the High Plains Library District is working toward: 41 HPLD 2024 Strategic Plan Initiatives Goal Department Tie to Strategic Plan Start Date Due Date Measures Capital Projects — libraries in Mead and Grover, addition at District Support Services, and refreshing Carbon Valley and Farr Libraries Executive Associate Director Facilities Human Resources Finance Gather — library spaces provide a place for community members 01/01/2024 12/31/2025 Grover library and library refreshes to be completed in 2024. Mead library construction and DSS expansion to be completed in 2025. HPLD serving as a skills pipeline for community members by developing programs focused on life skills and workforce development Branch services MOVE Grow 01/01/2024 12/31/2024 Develop "Gameplan" (improve MyCOJourney registration) Receive funding for Mobile Workforce Vehicle Improve industry certification rates Build better internal alignment to support HPLD efforts toward continuous improvement All Grow 01/01/2024 12/31/2024 95% of employees can name a strategic goal of HPLD and describe how their work is contributing toward achieving that goal. Support all sections of the community to achieve their literacy goals, in their native language or a secondary language Excellence Coordinator Programming Grow 01/01/2024 12/31/2024 Improved literacy rates Improved reading readiness 42 Highlights from 2023 Goal Department Tie to Strategic Plan Objectives Performance Measures Results LINC --- Design and build Executive Access CRM: Design, prepare FOUNDATION GOALS & MEASURES: Fundraising goal was not met — a county wide Stewardship presentations - 12 presentations Goal: Raise $1 million dollars less than $500,000 raised destination library in the downtown Greeley area per year. Measure: 25% of gifts are eligible for Enterprise Zone tax credit by July Enterprise Zone eligible giving was implemented— 50% of gifts - Formal launch 4/19 HR: Describe and post jobs, hiring, onboarding, training 2023Measure: 100% of donor benefits are met by July 2023 were eligible for Enterprise Zone tax credit by July 2023 Tour of the new facility - 3 tours per month (36 per year) HR Measures: February 1, 2023 — Post job vacancy for new Innovation 96% of donor benefits were met by July 2023 the remaining 4% were met by October 2023 CR: Order and receive opening day collection; finalize Genealogy special collection; train SMEs on Associates March 1, 2023 — Interviews for new Innovation Associates Genealogy collection and new equipment Post job vacancy for new Pages and Library Associates March 15, 2023 —Job offers made to new Innovation Associates Interviews for new Pages and Library Associates April 1, 2023 — New Innovation Associates start and begin training Hiring was completed on schedule and staff was in place for opening on May 13, 2023 Job offers made to new Pages and Library Associates April 15, 2023 — New Pages and Library Associates start and begin training May 1, 2023 — LINC opens to the public The opening day collection was ordered and shelved in time for opening on May 13, 2023 CR: Bulk (80%) of collection ordered by October. Collection delivered in January/February (dependent on construction) Demonstrate Executive Excellence The District is recognized with the Baldridge Applications are submitted The Foothills Level application operational excellence to our constituents in our pursuit of winning the Baldrige Award: 10 Baldridge award annually was submitted to Rocky Mountain Performance Excellence (RMPEX). RMPEX conducted the examination in July. HPLD was notified in August that the Qualitative - TBD Foothills Level was achieved. 43 Deliver Excellence - Operational Support Work: 12 Executive Stewardship District achieves recognition from Baldridge Achieve next level of the RMPEX recognition The Foothills Level application was submitted to Rocky Mountain Performance Excellence (RMPEX). RMPEX conducted the examination in July. HPLD was notified in August that the Foothills Level was achieved Shift focus of Excellence Aspiration Utilize, adopt and ingrain OBPE in By the end of 2023, 80% of programs By the end of2023, 84% of the programming to skill- Coordinator programming and organization are on a yearly calendar programs on the annual calendar based and development Programming utilizes, adopts and is ingrained using in service planning Select and focus on targeted segments of the population to create positive outcomes in the population's lives —when we see a positive impact on the identified segments of the community 10% increase in positive program evaluations are skills -based. We met the goal ofa 10 percent increase in positive program evaluations. Support all sections of Excellence Literacy Increase literacy in our Improved literacy rates By participating in SRA, at least the community to achieve their literacy goals, in their native language or a secondary language Coordinator Programming community Improved reading readiness 92% of participants will discover something new, 89% will enjoy reading more, 84% will read more, and 93% will want to use the library more often. There wee 887 new participants in the 1,000 Books Before Kindergarten, which is a program that promotes reading readiness. 44 2024 District Budget High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2024 ESTIMATED RESOURCES Beginning Fund Balance Estimated Revenue Property Tax Specific Ownership Tax Other Revenue Total Estimated Revenue TOTAL ESTIMATED RESOURCES ESTIMATED EXPENDITURES Total Operating Expenses Capital Outlay Transfers Out - Debt Service/Capital Projects Distribution to Member Libraries: Northern Plains (Ault) Eaton Ft. Lupton Hudson Johnstown Platteville TOTAL EXPENDITURES REVENUE OVER (UNDER) EXPENDITURES Ending Fund Balance DESIGNATION OF FUND BALANCE Operating Reserve Emergency Reserve Stabilization Reserve Capital Improvement Reserve TOTAL ENDING FUND BALANCE 2022 Actual 2023 Budget 2023 Estimated 2024 Budget 2025 Planned $ 77,011,263 $ 52,949,686 $ 64,612,292 $ 73,372,119 $ 84,370,437 34,295,766 51,878,812 52,000,000 68,939,989 2,071,809 1,200,000 1,600,000 1,440,000 1,679,623 197,351 2,745,000 210,801 38,047,198 53,276,163 56,345,000 70,590,790 56,564,117 54,824,117 1,500,000 240,000 115,058,461 106,225,849 120,957,292 143,962,909 140,934,554 18,247,912 23,594,773 22,901,440 27,066,497 27,876,417 24,738,277 16,453,312 13,170,500 17,989,510 5,597,250 684,342 1,034,088 1,034,088 1,237,655 1,113,890 1,146,769 2,000,009 2,000,009 2,520,307 2,268,276 2,432,760 3,234,407 3,196,192 3,705,502 3,334,952 2,036,846 3,261,444 3,261,444 4,468,483 4,021,635 486,564 811,068 811,068 1,292,842 1,163, 558 672,699 1,210,432 1,210,432 1,311,676 1,180,508 7,459,980 11,551,448 11,513,233 14,536,465 13,082,819 50,446,169 51,599,533 47,585,173 59,592,472 46,556,486 (12,398,971) 1,676,630 8,759,827 10,998,318 10,007,631 64,612,292 54,626,316 73,372,119 84,370,437 94,378,068 9,123,956 11,797,387 11,450,720 13,533,248 1,091,027 1,592,364 1,608,000 2,111,400 10,000,000 10,000,000 10,000,000 10,000,000 44,397,309 31,236,565 50,313,399 58,725,789 13,938,209 1,689,724 10,000,000 68,750,135 $64,612,292 $54,626,316 $73,372,119 $84,370,437 $ 94,378,068 46 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2024 TAXES Property Taxes Weld Co. Property Taxes Boulder Co. Delinquent Taxes Refunds/Abatements Taxes Weld Co. Refunds/Abatements Taxes Boulder Co. Specific Ownership Taxes TOTAL TAXES OTHER REVENUE Fines, & Fees Earnings on Investments Grants Miscellaneous TOTAL OTHER REVENUE TOTAL REVENUE 2022 Actual 2023 Budget 2023 Estimated $ 33,636,428 $ 51,168,709 $ 51,289,897 649,525 644,867 644,867 9,813 2,071,809 36,367,575 29,177 1,145,248 457,525 47,673 1,679,623 $38,047,198 64,424 812 1,200,000 53,078,812 25,000 80,000 84,351 8,000 197,351 $53,276,163 64,424 812 1,600,000 2024 Budget 67,628,142 902,004 404,449 5,394 1,440,000 2025 Planned 54,102,514 721,603 1,500,000 53,600,000 70,379,989 56,324,117 25,000 2,500,000 205,000 15,000 2,745,000 25,000 100,000 77,801 8,000 210,801 240,000 55,000 100,000 75,000 10,000 $56,345,000 $70,590,790 $56,564,117 47 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2024 2022 2023 2023 2024 2025 Actual Budget Estimated Budget Planned OPERATING Salaries and wages Fringe benefits Workers' compensation Bank fees Minor equipment/furniture <$5k Janitorial supplies Operating supplies Bib processing supplies Postage Printing Memberships Public relations Programs Elec. - utilities Water & sewer Natural gas Telephones Disposal services Professional contracts Gasoline motor oil, lubricants Repair maint.- bldg Repair maint.- vehicles Repair maint.- office equip. Repair maint.- computer Repair maint.- on-line comp Repair maint.- other equip. Tuition reimbursement Travel & mileage In-house training Meetings Out -of -house training & conferences Treasurer's fee Books Newspapers/periodicals. Ebooks Compact discs Software DVD/BluRay Other expense Electronic resources Platform Fees Insurance Rent contribution -in -kind Equipment rentals Lease / rental expense TOTAL OPERATING CAPITAL OUTLAY Opening Day Collections Equipment/furn over $5000 New Computers & Other Technology Capital Improvements Construction Graphics TOTAL CAPITAL OUTLAY TRANSFERS OUT Transfers - Debt Service Fund TOTAL TRANSFERS 8,804,954 11, 516,106 11,000, 000 12,840,559 13,482, 585 2,791,797 4,260,961 4,000,000 4,879,413 4,988,558 74,526 88,000 88,000 88,000 90,000 1,083 1,980 1,980 1,980 1,980 35,538 51,275 51,275 85,020 42,833 45,037 64,000 75,000 130,000 130,000 122,006 162,340 225,000 223,875 225,810 138,108 236,769 236,769 238,769 238,769 21,931 36,542 36,542 36,782 36,857 24,011 24,000 24,000 24,000 24,000 24,294 27,489 27,489 43,499 50,174 57,414 61,255 61,255 86,605 90,405 57,695 75,730 75,730 86,300 86,300 281,294 380,288 355,000 372,500 379,575 88,157 102,362 90,000 103,800 109,315 96,941 108,317 140,000 156,500 158,050 220,605 321,704 321,704 397,550 457,183 58,164 88,469 95,000 95,200 103,435 1,524,029 1,508, 990 1,540,000 1,936,655 1,961,746 10,693 24,000 24,000 24,000 26,000 355,235 465,000 500,000 500,000 500,000 17,329 27,700 27,700 34,700 28,700 141,284 174,200 174,200 216,400 248,800 662,694 467,400 416,400 350,950 403,593 139,577 209,854 260,854 327,266 376,356 1,773 66,500 50,000 137,500 157,375 6,422 25,000 25,000 25,000 30,000 27,847 49,893 49,893 59,326 64,902 22,957 36,400 36,400 39,600 39,600 5,192 8,015 8,015 13,115 13,453 31,967 60,800 60,800 62,200 62,200 512,077 825,000 800,000 1,113,750 825,000 688,718 547,000 547,000 552,000 552,000 30,901 55,300 55,300 55,500 55,500 109,596 140,000 140,000 155,000 160,000 25,633 38,800 38,800 42,500 42,500 334,135 409,784 409,784 614,535 706,715 65,792 145,000 145,000 115,000 115,000 68 5,650 5,650 9,248 9,248 469,926 490,000 490,000 574,000 574,000 12,676 15,900 15,900 15,900 15,900 107,836 190,000 175,000 200,000 210,000 1,000 1,000 2,000 2,000 18,247,912 23,594,773 22,901,440 27,066,497 27,876,417 641,472 315,500 315,500 35,000 480,000 15,765 70,000 70,000 367,861 355,000 355,000 255,000 63,250 23,713,179 15,777,812 12,500,000 17,629,510 4,984,000 5,000 - - 24,738,277 16,453,312 13,170,500 17,989,510 5,597,250 TOTAL CAPITAL OUTLAY & TRANSFERS 24,738,277 16,453,312 13,170,500 17,989,510 5,597,250 Distribution to Member Libraries 7,459,980 11, 551,448 11,513,233 14,536,465 13,082, 819 TOTAL DIST TO MEMBER LIBRARIES 7,459,980 11, 551,448 11,513,233 14, 536,465 13, 082, 819 TOTAL EXPENDITURES 50,446,169 51,599,533 47,585,173 59,592,472 46,556,486 48 Branches Carbon Valley Centennial Park Erie Farr Kersey Lincoln Park LINC Riverside Grover 6110 Salaries 1,051,728 1,108,606 943,478 1,406,314 141,331 - 1,734,534 859,556 6112 Benefits 399,657 421,270 358,522 534,399 53,706 - 659,122 326,631 6136 Workers' Compensation Total Salaries & Benefits 1,451,385 1,529,876 1,302,000 1,940,713 195,037 - 2,393,656 1,186,187 6000 Distribution to member libraries 6205 Bank fees 6220 Minor equipment/Furniture <$5k 12,976 10,950 11,220 1,750 10,200 - 9,224 5,500 6236 Janitorial supplies 6249 Operating supplies 16,370 18,900 16,750 11,000 2,560 - 69,800 12,500 6250 Bib processing supplies 6310 Postage 100 124 100 25 10 - 100 158 6320 Printing 6340 Memberships 750 550 405 200 150 - 350 300 6345 Public relations 6358 Programs 6362 Electric 55,000 52,000 50,000 70,000 5,000 9,000 60,000 25,000 1,500 6364 Water &sewer 15,000 5,500 15,000 22,000 4,000 1,000 18,000 8,000 300 6365 Natural gas 20,000 15,000 12,000 20,000 4,000 4,500 50,000 10,000 1,000 6367 Telephones 6369 Disposal services 15,000 9,000 5,000 10,000 3,000 2,500 20,000 4,000 200 6379 Professional contracts 5,900 68,640 1,110 3,000 94,380 17,000 6380 Gasoline, motor oil, lubricants 6382 Repair maint.- bldg 6384 Repair maint.- vehicles 6385 Repair maint.- office equip. - 200 - - 200 6387 Repair, maint., replacement / computer 6388 Repair maint.- on-line comp 6389 Repair maint.- other equip. 5,000 - - 6393 Tuition reimbursement 6394 Travel & mileage 3,275 621 1,160 261 626 - 1,740 1,000 6395 In -House Training 6396 Meetings 540 300 300 200 25 - 300 300 6397 Out -of -House Training & Conferences 6398 Treasurers fee 6410 Books 6425 Newspapers/periodicals 6430 Ebooks 6460 Compact discs 6480 Software 6490 DVD/BluRay 6495 Other expense 6496 Electronic resources 6500 Platform Fees 6510 Insurance 6520 Equipment rental 6530 Lease / rental expense - - 6952 Equip/furniture - over $5000 - - 6940 Improvement to Buildings - 6954 New Computers & other technology 6985 Lease debt service 6986 Opening Day Collection 6987 Construction Graphics 1,601,296 1,711,461 1,413,935 2,077,259 224,808 20,000 2,717,550 1,253,145 20,000 6980 Capital improvements - - Total 1,601,296 1,711,461 1,413,935 2,077,259 224,808 20,000 2,717,550.48 1,253,145 20,000 49 Branches Outreach Admin Dist. To Mbr Lib 2024 2025 TOTAL TOTAL 6110 Salaries 871,082 4,723,930 12,840,559 13,482,585 6112 Benefits 331,013 1,795,093 4,879,413 4,988,558 6136 Workers' Compensation 88,000 88,000 90,000 Total Salaries & Benefits 1,202,095 6,607,023 17,807,972 18,561,143 6000 Distribution to member libraries 14,536,465 14,536,465 13,082,819 6205 Bank fees 1,980 1,980 1,980 6220 Minor equipment/Furniture <$5k 3,500 19,700 85,020 42,833 6236 Janitorial supplies 130,000 130,000 130,000 6249 Operating supplies 15,000 58,495 223,875 225,810 6250 Bib processing supplies 238,769 238,769 238,769 6310 Postage 125 36,040 36,782 36,857 6320 Printing 24,000 24,000 24,000 6340 Memberships 1,200 39,594 43,499 50,174 6345 Public relations 86,605 86,605 90,405 6358 Programs 86,300 86,300 86,300 6362 Electric 45,000 372,500 379,575 6364 Water & sewer 15,000 103,800 109,315 6365 Natural gas 20,000 156,500 158,050 6367 Telephones 397,550 397,550 457,183 6369 Disposal services 26,500 95,200 103,435 6379 Professional contracts 46,900 1,699,725 1,936,655 1,961,746 6380 Gasoline, motor oil, lubricants 13,500 10,500 24,000 26,000 6382 Repair maint.- bldg 500,000 500,000 500,000 6384 Repair maint.- vehicles 26,700 8,000 34,700 28,700 6385 Repair maint.- office equip. - 216,000 216,400 248,800 6387 Repair, maint., replacement / computer 350,950 350,950 403,593 6388 Repair maint.- on-line comp 327,266 327,266 376,356 6389 Repair maint.- other equip. 132,500 137,500 157,375 6393 Tuition reimbursement 25,000 25,000 30,000 6394 Travel & mileage 5,500 45,143 59,326 64,902 6395 In -House Training 39,600 39,600 39,600 6396 Meetings 1,200 9,950 13,115 13,453 6397 Out -of -House Training & Conferences 62,200 62,200 62,200 6398 Treasurers fee 1,113,750 1,113,750 825,000 6410 Books 552,000 552,000 552,000 6425 Newspapers/periodicals 55,500 55,500 55,500 6430 Ebooks 155,000 155,000 160,000 6460 Compact discs 42,500 42,500 42,500 6480 Software 614,535 614,535 706,715 6490 DVD/BluRay 115,000 115,000 115,000 6495 Other expense 9,248 9,248 9,248 6496 Electronic resources 574,000 574,000 574,000 6500 Platform Fees 15,900 15,900 15,900 6510 Insurance 200,000 200,000 210,000 6520 Equipment rental 2,000 2,000 2,000 6530 Lease / rental expense - - - 6952 Equip/furniture - over $5000 - 70,000 70,000 70,000 6940 Improvement to Buildings - - 6954 New Computers & other technology 255,000 255,000 63,250 6985 Lease debt service - - - 6986 Opening Day Collection 35,000 35,000 480,000 6987 Construction Graphics - - - 1,315,720 15,068,823 14,536,465 41,962,962 41,572,486 6980 Capital improvements - 17,629,510 17,629,510 4,984,000 Total 1,315,720 32,698,333 14,536,465 59,592,472 46,556,486 50 Administration 50/51 Ad min 01 BOT 02 Exec Dir 03 Assoc Dir 53 Community Relations 54 Information Technology 55 Human Resources Departments 6000 Tax Distrbtn - member libraries 14,536,465 6136 Workers' Compensation 88,000 6205 Bank fees 6220 Minor equipment/furniture <$5k - 200 5,000 5,000 1,200 6236 Janitorial supplies 6249 Operating supplies 6,500 750 1,200 995 32,000 5,000 700 6250 Bib processing supplies 6310 Postage 50 100 100 - 6320 Printing 23,000 - 6340 Memberships 300 1,200 1,010 11,965 10,830 8,014 6345 Public relations 74,655 10,950 6358 Programs 86,300 - 6362 Electric 45,000 6364 Water and sewer 15,000 6365 Natural gas 20,000 6367 Telephones 397,550 6369 Disposal services 25,000 1,500 6379 Professional contracts 44,400 40,450 28,920 52,075 95,155 6380 Gasoline, Motor Oil, Lubricants 4,500 6382 Repair maint.- bldg 6384 Repair maint.- vehicles 3,000 6385 Repair maint.- office equip 216,000 6387 Repair, maint., replacement / computer 350,950 6388 Repair maint.- online comp 327,266 6389 Repair maint.- other equip. 132,500 6393 Tuition reimbursement 25,000 6394 Travel & mileage 2,800 3,500 1,500 1,250 21,500 720 6395 In -House Training 39,600 6396 Meetings 3,500 3,500 500 1,250 250 100 6397 Out -of -House Training&Conferences 1,000 1,200 60,000 6398 Treasurers fee 1,113,750 6410 Books 6425 Newspapers/periodicals 6430 Ebooks 6460 Compact discs 6480 Software 614,535 6490 Video/DVD 6495 Other expense 5,000 6496 Electronic resources 6500 Platform Fees 6510 Insurance 200,000 6520 Equipment rentals 6530 Lease / rental expense - Capital Outlay 6952 Equipment over $5000 - 6940 Improvement to Buildings 6954 New Computers & Other Technology - 255,000 6980 Capital improvements - - 6985 Lease debt service - 6986 Opening Day Collection 6987 Construction Graphics - DEPARTMENT TOTAL 16,094,165 8,350 10,600 135,955 185,640 2,390,056 241,439 51 Administration 56 Finance 57 Foundation 58 Facilities Services 59 Collection Resources 2024 2025 Departments Total Total 6000 Tax Distrbtn - member libraries 14,536,465 13,082,819 6136 Workers' Compensation 88,000 90,000 6205 Bank fees 1,980 1,980 1,980 6220 Minor equipment/furniture <$5k - 5,000 3,300 19,700 14,600 6236 Janitorial supplies 130,000 130,000 130,000 6249 Operating supplies 750 950 9,650 58,495 59,330 6250 Bib processing supplies 238,769 238,769 238,769 6310 Postage 990 550 34,250 36,040 36,165 6320 Printing 1,000 24,000 24,000 6340 Memberships 1,200 1,675 3,000 400 39,594 46,269 6345 Public relations 1,000 86,605 90,405 6358 Programs 86,300 86,300 6362 Electric 45,000 46,000 6364 Water and sewer 15,000 16,000 6365 Natural gas 20,000 21,000 6367 Telephones 397,550 457,183 6369 Disposal services 26,500 29,725 6379 Professional contracts 78,525 - 932,000 428,200 1,699,725 1,718,216 6380 Gasoline, Motor Oil, Lubricants 6,000 10,500 10,500 6382 Repair maint.- bldg 500,000 500,000 500,000 6384 Repair maint.- vehicles 5,000 8,000 8,000 6385 Repair maint.- office equip 216,000 248,400 6387 Repair, maint., replacement / computer 350,950 403,593 6388 Repair maint.- online comp 327,266 376,356 6389 Repair maint.- other equip. - 132,500 152,375 6393 Tuition reimbursement 25,000 30,000 6394 Travel & mileage 393 900 10,000 2,580 45,143 48,819 6395 In -House Training 39,600 39,600 6396 Meetings 750 100 9,950 10,388 6397 Out -of -House Training&Conferences - 62,200 62,200 6398 Treasurers fee 1,113,750 825,000 6410 Books 552,000 552,000 552,000 6425 Newspapers/periodicals 55,500 55,500 55,500 6430 Ebooks 155,000 155,000 160,000 6460 Compact discs 42,500 42,500 42,500 6480 Software - - 614,535 706,715 6490 Video/DVD 115,000 115,000 115,000 6495 Other expense 4,248 - 9,248 9,248 6496 Electronic resources 574,000 574,000 574,000 6500 Platform Fees 15,900 15,900 15,900 6510 Insurance 200,000 210,000 6520 Equipment rentals 2,000 2,000 2,000 6530 Lease / rental expense - - Capital Outlay 6952 Equipment over $5000 70,000 - 70,000 70,000 6940 Improvement to Buildings 6954 New Computers & Other Technology - - 255,000 63,250 6980 Capital improvements 17,629,510 17,629,510 4,984,000 6985 Lease debt service - - 6986 Opening Day Collection 35,000 35,000 480,000 6987 Construction Graphics - DEPARTMENT TOTAL 83,838 11,073 19,292,510 2,262,149 40,715,775 26,944,105 52 RESOLUTION TO ADOPT BUDGET 23-3 A RESOLUTION SUMMARIZING EXPENDITURES AND REVENUES FOR EACH FUND AND ADOPTING A BUDGET FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE CALENDAR YEAR BEGINNING ON THE FIRST DAY OF JANUARY 2024, AND ENDING ON THE LAST DAY OF DECEMBER 2024. WHEREAS, the Board of Trustees of the High Plains Library District has appointed Dr. Matthew Hortt, High Plains Library District Executive Director, to prepare and submit a proposed budget to said governing body at the proper time; and WHEREAS, Dr. Matthew Hortt has submitted a proposed budget to this governing body for its consideration; and WHEREAS, upon due and proper notice, published or posted in accordance with the law, said proposed budget was open for inspection by the public at a designated place, a public hearing was held on December 11, 2023, and interested taxpayers were given the opportunity to file or register any objections to said proposed budget. NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: Section 1, That estimated expenditures for each fund are as follows: General Fund Debt Service Fund $59,592,472 Section 2. That estimated revenues for each fund are as follows: General Fund: From un-appropriated surpluses From sources other than general property tax From the general property tax levy Debt Service Total General Fund $ 73,372,119 2,060,644 68,530,146 $143,962,909 53 Resolution to Adopt Budget Page 2 High Plains Library District Section 3. That the budget, as submitted, amended, and hereinabove summarized by fund, hereby is approved and adopted as the budget of the High Plains Library District for the year stated above. Section 4. That the budget hereby approved and adopted shall be signed by the Chairman, High Plains Library District Board of Trustees, and made a part of the public records of the District. ADOPTED, this 11th day of December, A.D., 2023. Attest: Chairman, Board of Trustees Attest: Secretdryitreasurer, Board of Trustees 54 RESOLUTION TO APPROPRIATE SUMS OF MONEY 23-4 A RESOLUTION APPROPRIATING SUMS OF MONEY TO THE VARIOUS FUNDS AND SPENDING AGENCIES, IN THE AMOUNTS AND FOR THE PURPOSE AS SET FORTH BELOW, FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2024 BUDGET YEAR. WHEREAS, the Board of Trustees has adopted the annual budget in accordance with the local Government Budget Law, on December 11, 2023 and WHEREAS, the Library Board has made provision therein for revenues in an amount equal to or greater than the total proposed expenditures as set forth in said budget, and WHEREAS, it is not only required by law, but also necessary to appropriate the revenues provided in the budget to and for the purposes described below, so as not to impair the operations of the District. NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: That the following sums are hereby appropriated from the revenue of each fund, to each fund, for purposes stated: General Fund: Current Operating Expenses $27,066,497 Capital Outlay 17,989,510 Transfers (internal activities) Distribution to Member Libraries 14,536,465 Total General Fund $59.592,472 Debt Service Fund: Principal & Interest & Other $ ADOPTED, this 11th day of December, A.D., 2023. Chairman, Board of Trustees ATTEST: SecretarylTrasurer, Board of Trustees 55 RESOLUTION TO SET MILL LEVIES 24-1 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2023 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2024 BUDGET YEAR. WHEREAS, the Board of Trustees of the High Plains Library District has adopted the annual budget in accordance with the Local Government Budget Law, on December 11, 2023, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $66,786,072 WHEREAS, the 2023 valuation for assessment for the High Plains Library District as certified by the Weld County Assessor is $21,021,741,306 NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: Section 1: That for the purpose of meeting all general operating expenses of the High Plains Library District during the 2024 budget year, there is hereby levied a tax of 3.177 mills upon each dollar of the total valuation for assessment of all taxable property within the District for the year 2023. Section 2: That the District Executive Director is hereby authorized and directed to immediately recertify to the County Commissioners of Weld County, Colorado, the mill levies for the High Plains Library District as hereinabove determined and set. ADOPTED, this 8th day of January, A.D., 2024. ATTEST: .y/Je Chairm , Board of Trustees ATTEST: Secretary/Treasurer, Board of Trustees 56 1050 County Tax Entity Code DOLA LGID/SID 62079/1 CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners' of On behalf of the the of the WELD COUNTY , Colorado. HIGH PLAINS LIBRARY (taxing entity) n Board of Trustees (governing body)B HIGH PLAINS LIBRARY Hereby officially certifies the following mills to be levied against the taxing entity's GROSS $ assessed valuation of: Note: If the assessor certified a NET assessed valuation (AV) different than the GROSS AV due to a Tax Increment Financing (TIF) AreaF the tax levies must be $ calculated using the NET AV. The taxing entity's total property tax revenue will be derived from the mill levy multiplied against the NET assessed valuation of: Submitted: (no later than Dec. 15) (local government)L $21,463,563,070.00 (GROSS" assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) $21,021,741,306.00 (NETG assessed valuation, Line 4 of the Certification of Valuation Form DLG 57) USE VALUE FROM FINAL CERTIFICATION OF VALUATION PROVIDED BY ASSESSOR NO LATER THAN DECEMBER 10 01/09/2024 for budget/fiscal year (mm/dd/yyyy) 2024 (yyyy) PURPOSE (see end notes for definitions and examples) LEVY2 REVENUE2 1. General Operating Expenses" 2. <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR GENERAL OPERATING: 3. General Obligation Bonds and Interest' 4. Contractual Obligations' 5. Capital Expenditures`' 6. Refunds/Abatements' 7. Other' (specify): 3.177 mills $ 66786072.13 > mills $ < 3.177 0.019 mills 0 66786072.13 mills $ 0 mills $ 0 mills $ 0 mills $ 399413.08 mills $ mills $ TOTAL. r Sum of General Operating Subtotal and Lines 3 to 7 3.196 mills 67185485.21 Contact person: (print) Signed: Natalie Wertz Daytime phone: Title: (970) 506-8566 Finance Manager Include one copy of this tax entity's completed form when filing the local government's budget by January 31st, per 29-1-113 C.R.S., with the Division of Local Government (DLG). Room 521, 1313 Sherman Street, Denver, CO 80203. Questions? Call DLG at (303) 864-7720. ' If the taxing entity's boundaries include more than one county, you must certify the levies to each county. Use a separate form for each county and certify the same levies uniformly to each county per Article X, Section 3 of the Colorado Constitution. 2 Levies must be rounded to three decimal places and revenue must be calculated from the total NET assessed valuation (Line 4 of Form DLG57 on the County Assessor's FINAL certification of valuation). Page 1 of 4 57 DLG 70 (Rev.6/16) CERTIFICATION OF TAX LEVIES, continued THIS SECTION APPLIES TO TITLE 32, ARTICLE 1 SPECIAL DISTRICTS THAT LEVY TAXES FOR PAYMENT OF GENERAL OBLIGATION DEBT (32-1-1603 C.R.S.). Taxing entities that are Special Districts or Subdistricts of Special Districts must certify separate mill levies and revenues to the Board of County Commissioners, one each for the funding requirements of each debt (32-1-1603, C.R.S.) Use additional pages as necessary. The Special District's or Subdistrict's total levies for general obligation bonds and total levies for contractual obligations should be recorded on Page 1, Lines 3 and 4 respectively. CERTIFY A SEPARATE MILL LEVY FOR EACH BOND OR CONTRACT: BONDS: 1. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: 2. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: CONTRACTS': 3. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: 4. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: Use multiple copies of this page as necessary to separately report all bond and contractual obligations per 32-1-1603, C.R.S. Page 2 of 4 58 DLG 70 (Rev.6/16) Notes: A Taxing Entity —A jurisdiction authorized by law to impose ad valorem property taxes on taxable property located within its territorial limits (please see notes B, C, and H below). For purposes of the DLG 70 only, a taxing entity is also a geographic area formerly located within a taxing entity's boundaries for which the county assessor certifies a valuation for assessment and which is responsible for payment of its share until retirement of financial obligations incurred by the taxing entity when the area was part of the taxing entity. For example: an area of excluded property formerly within a special district with outstanding general obligation debt at the time of the exclusion or the area located within the former boundaries of a dissolved district whose outstanding general obligation debt service is administered by another local government. B Governing Body —The board of county commissioners, the city council, the board of trustees, the board of directors, or the board of any other entity that is responsible for the certification of the taxing entity's mill levy. For example: the board of county commissioners is the governing board ex officio of a county public improvement district (PID); the board of a water and sanitation district constitutes ex officio the board of directors of the water subdistrict. c Local Government - For purposes of this line on Page lof the DLG 70, the local government is the political subdivision under whose authority and within whose boundaries the taxing entity was created. The local government is authorized to levy property taxes on behalf of the taxing entity. For example, for the purposes of this form: 1. a municipality is both the local government and the taxing entity when levying its own levy for its entire jurisdiction; 2. a city is the local government when levying a tax on behalf of a business improvement district (BID) taxing entity which it created and whose city council is the BID board; 3. a fire district is the local government if it created a subdistrict, the taxing entity, on whose behalf the fire district levies property taxes. 4. a town is the local government when it provides the service for a dissolved water district and the town board serves as the board of a dissolved water district, the taxing entity, for the purpose of certifying a levy for the annual debt service on outstanding obligations. GROSS Assessed Value - There will be a difference between gross assessed valuation and net assessed valuation reported by the county assessor only if there is a "tax increment financing" entity (see below), such as a downtown development authority or an urban renewal authority, within the boundaries of the taxing entity. The board of county commissioners certifies each taxing entity's total mills upon the taxing entity's Gross Assessed Value found on Line 2 of Form DLG 57. E Certification of Valuation by County Assessor, Form DLG 57 - The county assessor(s) uses this form (or one similar) to provide valuation for assessment information to a taxing entity. The county assessor must provide this certification no later than August 25th each year and may amend it, one time, prior to December 10th. Each entity must use the FINAL valuation provided by assessor when certifying a tax levy. E TIF Area —A downtown development authority (DDA) or urban renewal authority (URA), may form plan areas that use "tax increment financing" to derive revenue from increases in assessed valuation (gross minus net, Form DLG 57 Line 3) attributed to the activities/improvements within the plan area. The DDA or URA receives the differential revenue of each overlapping taxing entity's mill levy applied against the taxing entity's gross assessed value after subtracting the taxing entity's revenues derived from its mill levy applied against the net assessed value. G NET Assessed Value —The total taxable assessed valuation from which the taxing entity will derive revenues for its uses. It is found on Line 4 of Form DLG 57. Please Note: A downtown development authority (DDA) may be both a taxing entity and have also created its own TIF area and/or have a URA TIF Area within the DDA's boundaries. As a result DDAs may both receive operating revenue from their levy applied to their certified NET assessed value and also receive TIF revenue generated by any tax entity levies overlapping the DDA's TIF Area, including the DDA's own operating levy. Page 3 of 4 DLG 70 (Rev.6/16) 59 x General Operating Expenses (DLG 70 Page 1 Line 1) —The levy and accompanying revenue reported on Line 1 is for general operations and includes, in aggregate, all levies for and revenues raised by a taxing entity for purposes not lawfully exempted and detailed in Lines 3 through 7 on Page 1 of the DLG 70. For example: a fire pension levy is included in general operating expenses, unless the pension is voter -approved, if voter -approved, use Line 7 (Other). I Temporary Tax Credit for Operations (DLG 70 Page 1 Line 2) —The Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction of 39-1-111.5, C.R.S. may be applied to the taxing entity's levy for general operations to effect refunds. Temporary Tax Credits (TTCs) are not applicable to other types of levies (non -general operations) certified on this form because these levies are adjusted from year to year as specified by the provisions of any contract or schedule of payments established for the payment of any obligation incurred by the taxing entity per 29-1-301(1.7), C.R.S., or they are certified as authorized at election per 29-1-302(2)(b), C.R.S. General Obligation Bonds and Interest (DLG 70 Page 1 Line 3) —Enter on this line the total levy required to pay the annual debt service of all general obligation bonds. Per 29-1-301(1.7) C.R.S., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. Title 32, Article 1 Special districts and subdistricts must complete Page 2 of the DLG 70. x Contractual Obligation (DLG 70 Page 1 Line 4) —If repayment of a contractual obligation with property tax has been approved at election and it is not a general obligation bond (shown on Line 3), the mill levy is entered on this line. Per 29-1-301(1.7) C.R.S., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. Capital Expenditures (DLG 70 Page 1 Line 5) —These revenues are not subject to the statutory property tax revenue limit if they are approved by counties and municipalities through public hearings pursuant to 29-1- 301(1.2) C.R.S. and for special districts through approval from the Division of Local Government pursuant to 29- 1-302(1.5) C.R.S. or for any taxing entity if approved at election. Only levies approved by these methods should be entered on Line 5. M Refunds/Abatements (DLG 70 Page 1 Line 6) —The county assessor reports on the Certification of Valuation (DLG 57 Line 11) the amount of revenue from property tax that the local government did not receive in the prior year because taxpayers were given refunds for taxes they had paid or they were given abatements for taxes originally charged to them due to errors made in their property valuation. The local government was due the tax revenue and would have collected it through an adjusted mill levy if the valuation errors had not occurred. Since the government was due the revenue, it may levy, in the subsequent year, a mill to collect the refund/abatement revenue. An abatement/refund mill levy may generate revenues up to, but not exceeding, the refund/abatement amount from Form DLG 57 Line 11. 1. Please Note: Pursuant to Article X, Section 3 of the Colorado Constitution, if the taxing entity is in more than one county, as with all levies, the abatement levy must be uniform throughout the entity's boundaries and certified the same to each county. To calculate the abatement/refund levy for a taxing entity that is located in more than one county, first total the abatement/refund amounts reported by each county assessor, then divide by the taxing entity's total net assessed value, then multiply by 1,000 and round down to the nearest three decimals to prevent levying for more revenue than was abated/refunded. This results in an abatement/refund mill levy that will be uniformly certified to all of the counties in which the taxing entity is located even though the abatement/refund did not occur in all the counties. N Other (DLG 70 Page 1 Line 7) —Report other levies and revenue not subject to 29-1-301 C.R.S. that were not reported above. For example: a levy for the purposes of television relay or translator facilities as specified in sections 29-7-101, 29-7-102, and 29-7-105 and 32-1-1005 (1) (a), C.R.S.; a voter -approved fire pension levy; a levy for special purposes such as developmental disabilities, open space, etc. Page 4 of 4 60 DLG 70 (Rev.6/16) RESOLUTION TO SET MILL LEVIES 24-2 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2023 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2024 BUDGET YEAR, WHEREAS, the Board of Trustees of the High Plains Library District has adopted the annual budget in accordance with the Local Government Budget Law, on December 11, 2023, and WHEREAS, the amount of money necessary to balance the budget for genera! operating expenses is $832,236 WHEREAS, the 2023 valuation for assessment for the High Plains Library District as certified by the Boulder County Assessor is $261,956,565 NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: Section 1: That for the purpose of meeting all general operating expenses of the High Plains Library District during the 2024 budget year, there is hereby levied a tax of 3.177 mills upon each dollar of the total valuation for assessment of all taxable property within the District for the year 2023. Section 2: That the District Executive Director is hereby authorized and directed to immediately recertify to the County Commissioners of Boulder County, Colorado, the mill levies for the High Plains Library District as hereinabove determined and set. ADOPTED, this 8th day of January, A.D., 2024. ATTEST: r N.), _ „, v -a/ Chairman, oard of Trustees ATTEST: Secretary/Treasurer, Board of Trustees 61 CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners1 of Boulder County , Colorado. On behalf of the High Plains Library District (taxing entity) the Board of Trustees (governing body)B of the High Plains Library District Hereby officially certifies the following mills to be levied against the taxing entity's GROSS assessed valuation of: Note: If the assessor certified a NET assessed valuation (AV) different than the GROSS AV due to a Tax Increment Financing (TIF) Area' the tax levies must be calculated using the NET AV. The taxing entity's total property tax revenue will be derived from the mill levy multiplied against the NET assessed valuation of: Submitted: 01/09/2024 (local govemment)C $ 268,633,060 (GROSS assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) $ 261,956,565 (NETG assessed valuation, Line 4 of the Certification of Valuation Form DLG 57) USE VALUE FROM FINAL CERTIFICATION OF VALUATION PROVIDED BY ASSESSOR NO LATER THAN DECEMBER 10 (no later than Dec. 15) (mm/ddlyyyy) for budget/fiscal year 2024 (yyyy) PURPOSE (see end notes for definitions and examples) 1. General Operating Expenses" 2. <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR GENERAL OPERATING: 3. General Obligation Bonds and interest.' 4. Contractual Obligations" 5. Capital Expenditures" 6. Refunds/Abatements" 7. Other" (specify): LEVY2 3.177 REVENUE2 mills $832,236 > mills $ < 3.177 .019 mills $832,236 mills $ mills $ mills $ mills $ 4,977 mills $ mills $ TOTAL• r Sum of General Operating • L Subtotal and Lines 3 to 7 3.196 mills $837,213 Contact person: Natalie Wertz Signed: Phone: (97g 506-8566 Title: Finance Manager Survey Question: Does the taxing entity have voter approval to adjust the general operating levy to account for changes to assessment rates? Include one copy of this tax entity's completed form when filing the local government's budget by January 31st, per 29-1-113 C.R.S., with the Division of Local Government (DLG), Room 521, 1313 Sherman Street, Denver, CO 80203. Questions? Call DLG at (303) 864-7720. El Yes ❑No 'If the taxing entity's boundaries include more than one county, you must certify the levies to each county. Use a separate form for each county and certify the same levies uniformly to each county per Article X, Section 3 of the Colorado Constitution. 2 Levies must be rounded to three decimal places and revenue must be calculated from the total NET assessed valuation (Line 4 of Form DLG57 on the County Assessor's FINAL certification of valuation). Page 1 of 4 62 DLG 70 (Rev.9/23) CERTIFICATION OF TAX LEVIES, continued THIS SECTION APPLIES TO TITLE 32, ARTICLE 1 SPECIAL DISTRICTS THAT LEVY TAXES FOR PAYMENT OF GENERAL OBLIGATION DEBT (32-1-1603 C.R.S.). Taxing entities that are Special Districts or Subdistricts of Special Districts must certify separate mill levies and revenues to the Board of County Commissioners, one each for the funding requirements of each debt (32-1-1603, C.R.S.) Use additional pages as necessary. The Special District's or Subdistrict's total levies for general obligation bonds and total levies for contractual obligations should be recorded on Page 1, Lines 3 and 4 respectively. CERTIFY A SEPARATE MILL LEVY FOR EACH BOND OR CONTRACT: BONDS': 1. Purpose of Issue: N/A Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: 2. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: CONTRACTS': 3. Purpose of Contract: N/A Title: Date: Principal Amount: Maturity Date: Levy: Revenue: 4. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: Use multiple copies of this page as necessary to separately report all bond and contractual obligations per 32-1-1603, C.R.S. Page 2 of 4 63 DLG 70 (Rev.9/23) Notes: A Taxing Entity —A jurisdiction authorized by law to impose ad valorem property taxes on taxable property located within its territorial limits (please see notes B, C, and H below). For purposes of the DLG 70 only, a taxing entity is also a geographic area formerly located within a taxing entity's boundaries for which the county assessor certifies a valuation for assessment and which is responsible for payment of its share until retirement of financial obligations incurred by the taxing entity when the area was part of the taxing entity. For example: an area of excluded property formerly within a special district with outstanding general obligation debt at the time of the exclusion or the area located within the former boundaries of a dissolved district whose outstanding general obligation debt service is administered by another local government'. B Governing Body —The board of county commissioners, the city council, the board of trustees, the board of directors, or the board of any other entity that is responsible for the certification of the taxing entity's mill levy. For example: the board of county commissioners is the governing board ex officio of a county public improvement district (PID); the board of a water and sanitation district constitutes ex officio the board of directors of the water subdistrict. C Local Government - For purposes of this line on Page 1 of the DLG 70, the local government is the political subdivision under whose authority and within whose boundaries the taxing entity was created. The local government is authorized to levy property taxes on behalf of the taxing entity. For example, for the purposes of this form: I . a municipality is both the local government and the taxing entity when levying its own levy for its entire jurisdiction; 2. a city is the local government when levying a tax on behalf of a business improvement district (BID) taxing entity which it created and whose city council is the BID board; 3. a fire district is the local government if it created a subdistrict, the taxing entity, on whose behalf the fire district levies property taxes. 4. a town is the local government when it provides the service for a dissolved water district and the town board serves as the board of a dissolved water district, the taxing entity, for the purpose of certifying a levy for the annual debt service on outstanding obligations. GROSS Assessed Value - There will be a difference between gross assessed valuation and net assessed valuation reported by the county assessor only if there is a "tax increment financing" entity (see below), such as a downtown development authority or an urban renewal authority, within the boundaries of the taxing entity. The board of county commissioners certifies each taxing entity's total mills upon the taxing entity's Gross Assessed Value found on Line 2 of Form DLG 57. B Certification of Valuation by County Assessor, Form DLG 57 - The county assessor(s) uses this form (or one similar) to provide valuation for assessment information to a taxing entity. The county assessor must provide this certification no later than August 25th each year and may amend it, one time, prior to December 10"'. Each entity must use the FINAL valuation provided by assessor when certifying a tax levy. F TIF Area —A downtown development authority (DDA) or urban renewal authority (URA), may form plan areas that use "tax increment financing" to derive revenue from increases in assessed valuation (gross minus net, Form DLG 57 Line 3) attributed to the activities/improvements within the plan area. The DDA or URA receives the differential revenue of each overlapping taxing entity's mill levy applied against the taxing entity's gross assessed value after subtracting the taxing entity's revenues derived from its mill levy applied against the net assessed value. G NET Assessed Value ----The total taxable assessed valuation from which the taxing entity will derive revenues for its uses. It is found on Line 4 of Form DLG 57. Please Note: A downtown development authority (DDA) may be both a taxing entity and have also created its own TIF area and/or have a URA TIF Area within the DDA's boundaries. As a result DDAs may both receive operating revenue from their levy applied to their certified NET assessed value and also receive TIF revenue generated by any tax entity levies overlapping the DDA's TIF Area, including the DDA's own operating levy. Page 3 of4 64 DLG 70 (Rev 9/23) H General Operating Expenses (DLG 70 Page 1 Line 1) —The levy and accompanying revenue reported on Line 1 is for general operations and includes, in aggregate, all levies for and revenues raised by a taxing entity for purposes not lawfully exempted and detailed in Lines 3 through 7 on Page 1 of the DLG 70. For example: a fire pension levy is included in general operating expenses, unless the pension is voter -approved, if voter -approved, use Line 7 (Other). ' Temporary Tax Credit for Operations (DLG 70 Page 1 Line 2) —The Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction of 39-1-111.5, C.R.S. may be applied to the taxing entity's levy for general operations to effect refunds. Temporary Tax Credits (TTCs) are not applicable to other types of levies (non -general operations) certified on this form because these levies are adjusted from year to year as specified by the provisions of any contract or schedule of payments established for the payment of any obligation incurred by the taxing entity per 29-1-301(1,7), C.R.S., or they are certified as authorized at election per 29-1-302(2)(b), C.R.S. General Obligation Bonds and Interest (DLG 70 Page 1 Line 3) Enter on this line the total levy required to pay the annual debt service of all general obligation bonds. Per 29-1-301(1.7) C.R.S., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. Title 32, Article 1 Special districts and subdistricts must complete Page 2 of the DLG 70. x Contractual Obligation (DLG 70 Page 1 Line 4) —If repayment of a contractual obligation with property tax has been approved at election and it is not a general obligation bond (shown on Line 3), the mill levy is entered on this line. Per 29-1-301(1.7) C.R.S., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. L Capital Expenditures (DLG 70 Page 1 Line 5) —These revenues are not subject to the statutory property tax revenue limit if they are approved by counties and municipalities through public hearings pursuant to 29-1- 301(1.2) C.R.S. and for special districts through approval from the Division of Local Government pursuant to 29- 1-302(1.5) C.R.S. or for any taxing entity if approved at election. Only levies approved by these methods should be entered on Line 5. Refunds/Abatements (DLG 70 Page 1 Line 6) —The county assessor reports on the Certification of Valuation (DLG 57 Line 11) the amount of revenue from property tax that the local government did not receive in the prior year because taxpayers were given refunds for taxes they had paid or they were given abatements for taxes originally charged to them due to errors made in their property valuation. The local government was due the tax revenue and would have collected it through an adjusted mill levy if the valuation errors had not occurred. Since the government was due the revenue, it may levy, in the subsequent year, a mill to collect the refund/abatement revenue. An abatement/refund mill levy may generate revenues up to, but not exceeding, the refund/abatement amount from Form DLG 57 Line 11. 1. Please Note: Pursuant to Article X, Section 3 of the Colorado Constitution, if the taxing entity is in more than one county, as with all levies, the abatement levy must be uniform throughout the entity's boundaries and certified the same to each county. To calculate the abatement/refund levy for a taxing entity that is located in more than one county, first total the abatement/refund amounts reported by each county assessor, then divide by the taxing entity's total net assessed value, then multiply by 1,000 and round down to the nearest three decimals to prevent levying for more revenue than was abated/refunded. This results in an abatement/refund mill levy that will be uniformly certified to all of the counties in which the taxing entity is located even though the abatement/refund did not occur in all the counties. " Other (DLG 70 Page 1 Line 7). --Report other levies and revenue not subject to 29-1-301 C.R.S. that were not reported above. For example: a levy for the purposes of television relay or translator facilities as specified in sections 29-7-101, 29-7-102, and 29-7-105 and 32-1-1005 (1) (a), C.R.S.; a voter -approved fire pension levy; a levy for special purposes such as developmental disabilities, open space, etc. Page 4 of4 65 DLG 70 (Rev.9/23) LEASE -PURCHASE SUPPLEMENTAL SCHEDULE TO THE ADOPTED BUDGET (29-1-103(3)(D), C.R.S. BUDGET YEAR 2023 The Supplemental Schedule must present information separately for all lease -purchase agreements involving real property and all lease purchase agreements for non -real property. I. REAL PROPERTY LEASE -PURCHASE AGREEMENTS: Description of real Property Lease -Purchase: Lease of Library Facilities: Year Total maximum payment liability for all Real Property Lease Purchase Agreements over the entire terms of all such agreements, including all optional renewal terms: Amount 2024 $ $ II. ALL LEASE -PURCHASE AGREEMENTS NOT INVOLVING REAL PROPERTY Description of Lease -Purchase Item(s): Description of Lease -Purchase Agreement(s): Year Amount Total amount to be expended for all Non -Real Property Lease Purchase Agreements in Budget Year: 20 $ Total maximum payment liability for all Non -Real Property Lease Purchase Agreements over the entire terms of all such Agreements, including all optional renewal terms: $ 66 2024 Capital Improvement OVERVIEW OF CAPITAL IMPROVEMENT PROGRAM PROCESS It is the practice of the High Plains Library District (HPLD) to develop, maintain, and revise when necessary a continuing Capital Improvement Program (CIP). The CIP covers a five-year planning horizon, identifying infrastructure and facility projects that the District plans to undertake. Defining a Capital Improvement To be included in the CIP, projects need to meet one of the following criteria: • Construction of a new District asset or expansion of an existing District -owned facility, including preliminary planning and surveys, cost of land (if applicable), staff and contractual services for design and construction, and related furnishings and equipment. • Initial acquisition of a major equipment system, which will become a District asset that has a cost of $10,000 or more and a useful life of at least three years. • Major renovation or rehabilitation of an existing District -owned facility that requires an expenditure of $10,000 or more and will extend the life of the original District asset. Exceptions have been made for inclusion of a few projects that do not meet the above criteria to make them more visible to the public and the HPLD Board of Trustees (BOT). Steps from Submittal to Approval The CIP process begins with the District's annual Budget kick-off meeting with all Directors and Managers. The Directors and Managers are given the months of July and August to develop their CIP requests and review future year requests based on their assessment of needs. The 2024 - 2028 Program includes projects that are pay-as-you-go funded with operating funds and allocation of fund balance. The Finance Department reviews all requests for funding availability and reasonableness. Summary of Expenditures and Funding The approved five-year CIP for Fiscal Years 2024 through 2028 totals approximately $45.68 million. The 2024 budget includes funds to construct a library in Grover, a library in Mead, and remodel and improve district -owned facilities. Funding will be from 2024 revenue and the fund balance in the General Fund. Impact on the Operating Budget The completion of many projects is the beginning of recurring costs for the operating budget. All projects included in the first year of the Capital Program are funded in the 2024 recommended budget. Projects included in the subsequent years (2025-2028) will be approved by the BOT in concept only. The Program will be updated annually to address specific needs as they arise or as the BOT goals and policies change. Thus, it is important for the reader to understand that the District's BOT is not committing funds for any projects beyond the 2024 year. 68 CAPITAL IMPROVEMENT PROGRAM Location/Item Description 2024 2025 $ 474,000 2026 2027 2028 RTU1, RTU2, RTU3, RTU4 Total RTU 1, 2, and 3 $ - $ 474,000 $ - $ - $ - 258,000 Exhaust Fans - EF1, 2, and 3 8,000 Total New Tech Eqpt (Computer, Phone, Server...) $ - $ 30,000 $ - $ 30,000 $ - $ 30,000 $ 8,000 $ 40,000 $ 258,000 $ 40,000 Repair, replacement & new equipment $ 70,000 $ 70,000 $ 70,000 $ 80,000 $ 80,000 Carpet replacement $ 414,000 Interior paint $ 21,000 RTU 2 $ 142,000 RTU 1, 3, and 4 and exhaust fan 1 $ 221,898 DSS RTU 5, 6,7, and 8 $ 90,000 Special projects (Facilities) $ 100,000 $ 10,000 $ 10,000 Special projects (IT) $ 225,000 $ 33,250 $ 50,000 Total RTU 3 $ 950,000 $ 143,250 $ 302,000 $ 120,000 $ 341,898 8,000 Base Mounted Pump - B1 & B2 36,000 Relief Fans - RF 1, 2, 3, & 4 $ 32,000 Exhaust Fans - EF1, 2,3, & 4 $ 8,000 Total Roof $ - $ - $ - $ 76,000 $ 8,000 230,000 CU2 cooling unit 2 IT room $ 4,000 Total Upgrade HVAC automation system $ - $ 19,160 $ - $ - $ - $ 234,000 Bollard lights $ 6,150 Parking lot $ 10,350 Trees and landscaping $ 14,600 Replace faucets $ 4,250 Total Parking lot maintenance $ 54,510 $ - $ - $ - $ - Total Opening Day Collection $ - Grover $ 35,000 $ - Mead $ 480,000 $ - $ - Erie & Evans $ 950,000 $ - Total Carbon Valley Regional Library renovations $ 35,000 $ 1,500,000 $ 480,000 $ - $ 950,000 $ - Farr Regional Library renovations $ 850,000 Centennial Park renovations $ 600,000 Grover $ 1,000,000 DSS Archive $ 6,000,000 $ 4,000,000 Mead $ 7,000,000 $ 500,000 Erie $ 2,000,000 $ 7,000,000 Evans $10,800,000 Total $ 16,950,000 $ 4,500,000 $ 2,000,000 $17,800,000 $ - Grand Total $ 17,989,510 $ 5,597,250 $ 2,302,000 $18,954,000 $ 841,898 69 CAPITAL IMPROVEMENT PROGRAM Opening Day Collection: Grover $ 35,000 Sub total $ 35,000 New Computers & Other Technology: IT projects $ 255,000 Sub total $ 255,000 Capital Improvements: DSS archive $ 6,000,000 Carbon Valley improvements $ 1,500,000 Centennial Park improvements $ 600,000 DSS improvements $ 695,000 Erie improvements $ - Farr improvements $ 850,000 Grover $ 1,000,000 Riverside improvements $ 54,510 Mead $ 7,000,000 Sub total $ 17,699,510 Total Capital outlay $ 17,989,510 Opening Day Collection $ 35,000 New Computers & Other Technology $ 255,000 Capital Improvements $ 17,699,510 $ 17,989,510 Opening Day Collection ■ New Computers & Capital Improvements 1 Other Technology iiiiii 70 2024 Department Budgets 01-xxxx-50-01 Board of Trustees Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 668 82 100 750 800 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 300 300 300 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 2,060 1,334 2,600 2,800 2,900 6396 • Meetings 712 696 2,000 3,500 3,900 6397 • Out -of -House Training & Conferences 318 81 500 1,000 1,000 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 3,758 2,193 5,500 8,350 8,900 72 01-xxxx-50-02 Executive Director Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 150 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 526 638 1,000 1,200 1,300 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 901 150 860 1,200 1,200 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 2,254 840 5,000 3,500 3,750 6396 • Meetings 202 2,020 600 3,500 3,500 6397 • Out -of -House Training & Conferences 86 394 300 1,200 1,200 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 3,969 4,042 7,760 10,600 11,100 73 01-xxxx-50-03 Associate Directors Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 170 200 200 200 6236 • Janitorial supplies 6249 • Operating supplies 1,199 495 995 1,355 6250 • Bib Processing Supplies 6310 • Postage 44 10 6320 • Printing 6340 • Memberships 349 451 1,250 1,010 1,010 6345 • Public Relations 6358 • Programs 57,575 46,752 75,730 86,300 86,300 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 21,020 18,909 27,820 40,450 40,200 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 1,500 6394 • Travel and Mileage 1,817 138 3,000 1,500 1,500 6396 • Meetings 838 298 500 500 500 6397 • Out -of -House Training & Conferences 52 6480 • Software 6495 • Other Expense 3,500 5,000 5,000 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 81,813 67,799 112,495 135,955 137,575 74 01-xxxx-10-00 Centennial Park Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 - Minor Equipment/Furniture <$5k 3,122 1,050 2,850 10,950 3,508 6221 - E -book Readers 6236 - Janitorial supplies 6249 - Operating supplies 14,305 9,211 19,200 18,900 18,000 6250 - Bib Processing Supplies 6310 - Postage 134 124 124 6320 - Printing 6340 - Memberships 129 125 500 550 500 6345 - Public Relations 6358 - Programs 6362 - Electric 39,293 13,525 52,000 52,000 53,000 6364 - Water and sewer 3,018 1,066 5,500 5,500 6,000 6365 - Natural gas 5,872 8,896 11,000 15,000 16,000 6367 - Phones 6369 - Disposal Services 6,819 3,862 9,000 9,000 10,000 6379 - Professional Contracts 54,934 24,979 61,360 68,640 70,720 6380 - Gasoline, Motor Oil, Lubricants 6382 - Repair maint. - building 6384 - Repair maint. - vehicles 6385 - Repair maint. - office equipment 495 6387 - Repair, maint., replacement / computer 6388 - Repair maint. - on-line computer 6389 - Repair maint. - other equipment 6394 - Travel and Mileage 222 530 621 621 6395 - In -House Training 6396 - Meetings 33 318 500 300 300 6397 - Out -of -House Training & Conferences 6480 - Software 6495 - Other Expense 160 6510 - Insurance 6520 - Equipment Rentals 6952 - Equip/furniture-over $5000 6954 - New Computers & Other Technology 6980 - Capital improvements Total 128,020 63,414 162,574 181,585 178,773 75 01-xxxx-15-00 Farr Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5K 3,580 362 3,000 1,750 - 6236 • Janitorial supplies 6249 • Operating supplies 5,495 3,636 11,000 11,000 11,000 6250 • Bib Processing Supplies 6310 • Postage 12 25 100 6320 • Printing 6340 • Memberships 100 44 150 200 200 6345 • Public Relations 6358 • Programs 6362 • Electric 45,161 16,753 70,000 70,000 71,000 6364 • Water and sewer 12,639 5,191 22,000 22,000 23,000 6365 • Natural gas 8,190 9,968 15,000 20,000 15,500 6367 • Phones 6369 • Disposal Services 6,789 4,317 10,000 10,000 10,500 6379 • Professional Contracts 1,746 1,160 1,110 1,110 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 82 98 219 261 261 6396 • Meetings 88 200 200 200 6397 • Out -of -House Training $ Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & Other Technology 6980 - Capital improvements Total 83,794 40,457 132,729 136,546 132,871 76 01-xxxx-20-00 Carbon Valley Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 11,901 3,255 14,825 12,976 10,725 6221 • E -book Readers 6224 - CVRL Foundation Purchases 6236 • Janitorial supplies 6249 • Operating supplies 17,094 5,481 16,470 16,370 16,370 6250 • Bib Processing Supplies 6310 • Postage 100 100 100 6320 • Printing 6340 • Memberships 171 400 750 750 6345 • Public Relations 6358 • Programs 6362 • Electric 41,228 15,093 55,000 55,000 55,500 6364 • Water and sewer 11,609 1,702 15,000 15,000 15,500 6365 • Natural gas 13,304 7,988 20,000 20,000 21,000 6367 • Phones 6369 • Disposal Services 7,715 5,905 15,000 15,000 16,000 6379 • Professional Contracts 385 5,900 5,900 5,900 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 120 5,000 5,000 5,000 6394 • Travel and Mileage 518 269 3,125 3,275 3,275 6396 • Meetings 125 175 540 540 540 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New computers & other technology 6980 - Capital improvements 6986 - Opening Day Collection Total 104,170 39,868 151,360 149,911 150,660 77 01-xxxx-30-00 Lincoln Park Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 4,333 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 4,374 2,400 6,000 6250 • Bib Processing Supplies 6310 • Postage 74 6320 • Printing 6340 • Memberships 145 200 6345 • Public Relations 6358 • Programs 6362 • Electric 13,046 4,063 16,788 9,000 9,000 6364 • Water and sewer 1,596 860 2,562 1,000 1,000 6365 • Natural gas 3,570 3,701 5,317 4,500 4,500 6367 • Phones 6369 • Disposal Services 3,849 3,876 3,769 2,500 2,500 6379 • Professional Contracts 64,036 34,600 35,400 3,000 3,000 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 114 696 6396 • Meetings 22 100 6397 • Out -of -House Training &Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6530 - Lease / Rent Expense 6952 • Equip/furniture-over $5000 6954 • New computers and other technology 6980 - Capital improvements Total 95,085 49,500 70,906 20,000 20,000 78 01-xxxx-35-00 LINC - Library INnovation Center Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5K 1,865 3,110 9,224 - 6236 • Janitorial supplies 6249 • Operating supplies 21,866 18,000 69,800 69,800 6250 • Bib Processing Supplies 6310 • Postage 100 100 - 6320 • Printing 6340 • Memberships 150 350 350 6345 • Public Relations 6358 • Programs 6362 • Electric 16,176 22,814 60,000 60,000 61,000 6364 • Water and sewer 23,240 (5,168) 15,000 18,000 19,000 6365 • Natural gas 5,267 24,355 20,000 50,000 51,000 6367 • Phones 6369 • Disposal Services 3,222 5,106 12,000 20,000 21,000 6379 • Professional Contracts 7,318 53,100 94,380 94,380 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 1,000 - 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 900 1,740 1,740 6396 • Meetings 39 200 300 - 6397 • Out -of -House Training $ Conferences 6480 • Software 6495 • Other Expense 12,975 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & Other Technology 6980 - Capital improvements Total 60,880 78,195 183,560 323,894 318,270 79 01-xxxx-40-00 Outreach Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 1,181 3,226 3,000 3,500 3,500 6236 • Janitorial supplies 6249 • Operating supplies 15,394 4,393 16,700 15,000 17,000 6250 • Bib Processing Supplies 6310 • Postage 125 125 100 6320 • Printing 6340 • Memberships 330 188 1,200 1,200 1,250 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 17,929 9,265 44,720 46,900 51,420 6380 • Gasoline, Motor Oil, Lubricants 5,553 3,952 16,000 13,500 15,500 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 11,926 7,204 22,700 26,700 20,700 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 1,411 915 10,000 5,500 7,400 6396 • Meetings 214 261 1,000 1,200 1,400 6397 • Out -of -House Training & Conferences 6410 • Books 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 455 6954 • New computers & other technology 6980 - Capital improvements Total 54,393 29,404 115,445 113,625 118,270 80 01-xxxx-71-00 Erie Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 9,223 5,827 4,140 11,220 - 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 12,136 7,285 13,000 16,750 16,750 6250 • Bib Processing Supplies 6310 • Postage 25 100 100 100 6320 • Printing 6340 • Memberships 139 405 405 405 6345 • Public Relations 6358 • Programs 6362 • Electric 28,972 14,928 50,000 50,000 51,000 6364 • Water and sewer 6,360 2,674 15,000 15,000 15,500 6365 • Natural gas 5,367 4,708 12,000 12,000 13,000 6367 • Phones 6369 • Disposal Services 1,575 1,103 5,000 5,000 5,500 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 889 657 2,413 1,160 1,160 6396 • Meetings 159 200 300 300 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New computers & other technology 6980 - Capital improvements Total 64,820 37,207 102,258 111,935 103,715 81 01-xxxx-72-00 Kersey Library Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 1,872 463 2,000 10,200 5,000 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 2,187 1,094 2,125 2,560 2,560 6250 • Bib Processing Supplies 6310 • Postage 10 10 6320 • Printing 6340 • Memberships 100 150 150 6345 • Public Relations 6358 • Programs 6362 • Electric 1,699 1,087 5,000 5,000 5,500 6364 • Water and sewer 645 357 4,000 4,000 4,500 6365 • Natural gas 852 1,176 4,000 4,000 4,500 6367 • Phones 6369 • Disposal Services 860 1,190 3,000 3,000 3,500 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 32 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 200 200 200 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 435 626 626 6396 • Meetings 287 122 75 25 25 6397 • Out -of -House Training &Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6530 • Lease / Rental expense 6952 • Equip/furniture-over $5000 6954 • New computers and other technology 6980 - Capital improvements Total 8,402 5,521 20,935 29,771 26,571 82 01-xxxx-73-00 Riverside Library & Cultural Center Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture<$5k 920 5,500 5,500 5,500 6236 • Janitorial supplies 6249 • Operating supplies 6,898 2,321 11,000 12,500 12,500 6250 • Bib Processing Supplies 6310 • Postage 132 126 134 158 158 6320 • Printing 6340 • Memberships 280 102 300 300 300 6345 • Public Relations 6358 • Programs 6362 • Electric 15,492 3,751 25,000 25,000 26,000 6364 • Water and sewer 1,153 235 8,000 8,000 8,500 6365 • Natural Gas 2,607 4,502 8,000 10,000 10,500 6367 • Phones 6369 • Disposal Services 2,126 1,383 4,000 4,000 4,500 6379 • Professional Contracts 95 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 222 200 200 200 6387 • Repair maint. - computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 136 80 1,000 1,000 1,000 6395 - In House Training 6396 • Meetings 25 300 300 300 6397 • Out of House Training & Conferences 6410 - Books 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6952 • Equip/furniture-over $5000 6954 • New computers and other technology 6980 - Capital Improvements Total 30,061 12,525 63,434 66,958 69,458 83 01-xxxx-74-00 Grover Library Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 2,500 2,500 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 6345 • Public Relations 6358 • Programs 6362 • Electric 1,500 1,500 1,575 6364 • Water and sewer 300 300 315 6365 • Natural gas 1,000 1,000 1,050 6367 • Phones 6369 • Disposal Services 200 200 210 6379 • Professional Contracts 17,000 17,000 17,000 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 6396 • Meetings 6397 • Out -of -House Training & Conferences 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total - - 20,000 22,500 22,650 84 01-xxxx-50-51 Administration Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6136 - Workers' Compensation 74,526 61,779 88,000 88,000 90,000 6205 - Bank Service Charges 6220 • Minor Equipment/Furniture <$5k 6236 • Janitorial supplies 6249 • Operating supplies 2,607 8,710 6,500 6,500 6,500 6250 • Bib Processing Supplies 6310 • Postage 50 50 50 6320 • Printing 6340 • Memberships 1,238 1,238 6345 • Public Relations 1,097 6362 • Electric 31,731 7,830 45,000 45,000 46,000 6364 • Water and sewer 10,667 2,742 15,000 15,000 16,000 6365 • Natural gas 9,393 8,241 12,000 20,000 21,000 6367 • Phones 76 6369 • Disposal Services 18,298 10,354 25,000 25,000 28,000 6378 - High Plains RLSS Courier 6379 • Professional Contracts 43,501 23,815 40,800 44,400 45,000 6385 • Repair maint. - office equipment 6394 • Travel and Mileage 6395 - In -House Training 6396 • Meetings 6397 • Out -of -House Training & Conferences 6398 - Treasurer's fee 512,077 764,966 825,000 1,113,750 825,000 6410 - Books 6425 - Periodicals 6480 • Software 6495 • Other expense 33 6510 • Insurance 107,836 163,023 190,000 200,000 210,000 6520 • Equipment Rentals 6530 • Lease / Rental expense 6952 - Equipment / furniture over $5,000 6954 • New Computers & other technology 6980 - Capital improvements 6985 - Lease debt service Total 813,080 1,052,698 1,247,350 1,557,700 1,287,550 85 01-xxxx-50-53 Community Relations and Marketing Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 1,313 3,669 1,500 5,000 - 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 1,195 14,307 26,000 32,000 32,000 6250 • Bib Processing Supplies 6310 • Postage 16 100 100 100 6320 • Printing 12,218 6,799 23,000 23,000 23,000 6340 • Memberships 5,676 3,793 7,880 11,965 16,965 6345 • Public Relations 38,214 27,721 46,155 74,655 74,655 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 5,797 4,968 19,920 28,920 28,920 6380 • Gasoline, Motor Oil, Lubricants 4,500 4,500 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 3,000 3,000 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 2,062 388 1,250 1,250 1,250 6396 • Meetings 642 725 800 1,250 1,250 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6987 - Construction - Graphics 5,000 - Total 67,133 62,370 131,605 185,640 185,640 86 01-xxxx-50-54 - Information Technology and Innovation Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 2,509 5,000 5,000 5,750 6240 - Supplies Resale - Flash Drives 6249 • Operating supplies 3,160 24,680 3,500 5,000 5,750 6250 • Bib Processing Supplies 6310 • Postage 100 100 115 6320 • Printing 6340 • Memberships 830 10,830 12,455 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 269,062 176,778 321,704 397,550 457,183 6369 • Disposal Services 1,500 1,500 1,725 6379 • Professional Contracts 35,172 21,170 57,865 52,075 59,886 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 160,151 90,741 172,800 216,000 248,400 6387 • Repair, maint., replacement / computer 303,142 166,267 467,400 350,950 403,593 6388 • Repair maint. - on-line computer 137,773 247,305 209,854 327,266 376,356 6389 • Repair maint. - other equipment 18,796 830 51,500 132,500 152,375 6394 • Travel and Mileage 2,191 686 3,900 21,500 24,725 6395 - In -House Training 6396 • Meetings 150 250 288 6397 • Out -of -House Training & Conferences 6480 • Software 219,013 265,624 409,784 614,535 706,715 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology 46,992 (7,836) 355,000 255,000 63,250 6980 • Capital Improvements 6985 • Lease Total 1,197,961 986,245 2,060,887 2,390,056 2,518,566 87 01-xxxx-50-55 Human Resources Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 525 850 1,200 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 783 1,778 650 700 200 6250 • Bib Processing Supplies 6310 • Postage 143 50 - 50 6320 • Printing 6340 • Memberships 7,838 1,314 7,914 8,014 8,014 6345 • Public Relations 7,431 7,200 14,600 10,950 14,750 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 74,777 49,093 78,625 95,155 99,805 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6393 - Tuition Reimbursement 9,832 12,519 25,000 25,000 30,000 6394 • Travel and Mileage 1,112 473 700 720 - 6395 - In -House Training (3,261) 15,516 36,400 39,600 39,600 6396 • Meetings 390 100 100 6397 • Out -of -House Conference & Meetings 18,514 18,895 60,000 60,000 60,000 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 Total 117,169 107,703 224,789 241,439 252,519 88 01-xxxx-50-56 Finance Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6205 -Bank Service Charges 1,083 471 1,980 1,980 1,980 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 13 414 750 750 750 6250 • Bib Processing Supplies 6310 • Postage 825 990 1,050 6320 • Printing 6340 • Memberships 991 411 1,000 1,200 1,200 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 67,160 54,364 69,420 78,525 81,505 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 104 33 375 393 414 6396 • Meetings 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 69,351 55,693 74,350 83,838 86,899 89 01-xxxx-50-57 Foundation Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 769 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 121 509 200 950 525 6250 • Bib Processing Supplies 6310 • Postage 1,500 29 550 550 550 6320 • Printing 178 1,000 1,000 1,000 6340 • Memberships 321 255 1,200 1,675 1,675 6345 • Public Relations 500 1,000 1,000 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 269 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 37 900 900 900 6395 - In -House Training 6396 • Meetings 21 17 750 750 750 6397 • Out -of -House Training & Conferences 6480 • Software 2,460 6495 • Other Expense 2,150 4,248 4,248 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 1,963 4,523 7,250 11,073 10,648 90 01-xxxx-50-58 Facilities Services Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 347 2,000 5,000 5,000 6221 • E -book Readers 6236 • Janitorial supplies 41,495 46,604 64,000 130,000 130,000 6249 • Operating supplies 799 1,541 6250 • Bib Processing Supplies 6310 • Postage 177 6320 • Printing 6340 • Memberships 2,400 3,000 3,000 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 539,803 364,080 553,800 932,000 932,000 6380 • Gasoline, Motor Oil, Lubricants 2,536 1,735 8,000 6,000 6,000 6382 • Repair maint. - building 382,989 228,131 465,000 500,000 500,000 6383 • Repair maint. - grounds 200 6384 • Repair maint. - vehicles 4,456 271 5,000 5,000 5,000 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 10,000 6394 • Travel and Mileage 2,602 2,191 10,000 10,000 10,000 6396 • Meetings 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 1,000 2,000 2,000 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 70,000 70,000 6954 • New Computers & other technology 6980 • Capital Improvements 3,989,528 5,742,383 15,777,812 17,629,510 4,984,000 Total 4,964,555 6,387,313 16,899,012 19,292,510 6,647,000 91 01-xxxx-50-59 Collection Resources Expense Account Actual 2022 YTD 6/30/2023 Budget 2023 Budget 2024 Planned 2025 6220 • Minor Equipment/Furniture <$5k 594 989 3,300 3,300 3,500 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 4,002 (284) 9,650 9,650 10,150 6250 • Bib Processing Supplies 117,500 56,088 236,769 238,769 238,769 6310 • Postage 20,239 14,573 34,100 34,250 34,250 6320 • Printing 6340 • Memberships 50 5,977 450 400 450 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 368,231 157,036 442,100 428,200 430,900 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 768 894 2,850 2,580 3,380 6396 • Meetings 100 100 100 6397 • Out -of -House Training & Conferences 6410 - Books 550,420 243,843 547,000 552,000 552,000 6425 - Newspapers & Periodicals 33,722 20,420 55,300 55,500 55,500 6430 - Ebooks 111,485 57,836 140,000 155,000 160,000 6460 - Compact Discs 34,108 15,639 38,800 42,500 42,500 6480 • Software 6490 - DVD/BluRay 62,228 20,282 145,000 115,000 115,000 6495 • Other Expense 6496 - Electronic resources 416,642 270,206 490,000 574,000 574,000 6500 • Platform Fees 1,125 11,737 15,900 15,900 15,900 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 16,797 6954 • New Computers & other technology 6,239 6986 - Opening Day Collection 19,155 46,796 315,500 35,000 480,000 Total 1,763,305 922,032 2,476,819 2,262,149 2,716,399 92 2024 'Budget String Coding Budget String Coding - Alpha Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting: Fund Definitions: Expense Location Department Project • Fund: A fiscal and accounting entity with a set of accounts recording revenues and expenditures of the entity. • Expenses: Charges incurred for operation, maintenance, supplies, equipment, etc to benefit the current fiscal period. • Location: Various branch location or member library designations associated with a two - digit code. • Department: A two -digit code associated with District Support Services departments. • Project: A four -digit code associated with special expenditure categories. Coding Examples Example One: 01-6220-50-51 01=General Fund 6220=Minor Equipment 50=District Support Services 51=Administration Example Two: 01-6249-10-00 01=General Fund 6249=Operating Supplies 10=Centennial Park 00=No Department Example Three*: 01-6358-10-00-1001 01=General Fund 6358=Programs 10=Centennial Park 00=No Department 1001=Centennial Park Programs *In most instances you will not need to code for projects unless you have expenses specifically related to an item on the project list. 94 Schedule of Budget Codes Fund Expense Location ❑❑- ❑❑❑❑- ❑❑- Location Codes 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 35 LINC - Library 1Nnovation Center 40 Bookmobile 50 District Support Services 70 Ault (Northern Plains) 71 Erie 72 Kersey Library 73 Riverside Library & Cultural Center 74 Grover 75 Eaton 80 Fort Lupton 85 Hudson 90 Johnstown (Glenn A. Jones) 95 Platteville 00 High Plains Library District Department Project ❑❑ - ❑❑❑❑ Department Codes 00 None 01 Board of Trustees 02 Executive Director 03 Associate Director 51 Administration 53 Public Information 54 Information Technology 55 Human Resources 56 Finance 57 Foundation 58 Facility Services 59 Collection Development 65 Virtual Library Programs/Professional Contracts/Project Codes Programs 1010 Centennial Park 1015 Farr 1020 Carbon Valley 1030 Lincoln Park 1071 Erie 1072 Kersey 1073 Riverside Library & Cultural Center 8001 Outreach - programming Project 2010 2013 2014 3513 8501 Riverside Library & Cultural Ctr. Lincoln Park Energy Performance project Interlibrary Loan system Spell Grant Professional Contracts 5010 Centennial Park 5015 Farr 5020 Carbon Valley 5030 Lincoln Park 5071 Erie 5072 Kersey 5073 Riverside Library & Cultural Ctr 8002 Outreach - professional contracts 95 Fund Code 01 General Fund / for the High Plains Library District Expenditure Codes 6205 Bank Services Charges / Fees paid for bank for funding. 6410 Books / Hardbound or softbound materials purchased, not via a subscription. 6980 Capital Improvements / Permanent repairs, upgrades, remodel or improvements made to enhance the appearance of a District building. 6460 Compact Discs / Recorded audio materials including music, in compact disk (CD) form. 6010 Contingency / An amount budgeted for expenditures that cannot be foreseen and planned for in the budget process because of an occurrence of an unusual or extraordinary event. 6137 Dental Insurance / Premium paid for dental insurance coverage as elected by employees. 6369 Disposal Services / Pick up and removal of waste and recyclable materials. 6490 DVD/Blue Ray / Recorded visual material in DVD or Blue Ray format. 6430 EBooks / Recorded audio materials in cassette type form. 6362 Electric / Expenditures for electrical services provided by a public utility company. 6496 Electronic Resources / Subscription on-line databases. 6221 E Readers / Includes Kindle and (pads. 6952 Equipment/Furniture over $5000 / Equipment or furniture items costing more than $5000. 6520 Equipment Rentals / Rental costs for equipment rented by the District including rentals of postage meter machines. 6148 Federal Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6203 Fees — Other / Miscellaneous fees. 6224 Foundation Purchases / Items purchased by the District that the Foundation has approved for funding. 6380 Gasoline, Motor Oil, Lubricants / Expenses for fuel and lubricants to operate District vehicles. 6395 In -House Training / Costs of in-house classes and seminars for staff needs. 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District. 6236 Janitorial Supplies / Items used to clean and supply facilities, such as floor finish, stain remover, toilet tissue, paper towels, hand soap, event, and vacuum bags. 6985 Lease Payment / Payments made to lease Library buildings. Debt service transfer for 2001 COPS and 2006 COPS. 6145 Legal Shield / Employee paid Legal Services 6112 Life/Disability Insurance / Premium paid for short-term and long-term, life and disability insurance coverage. 6138 Medical Insurance / Premium paid for medical costs for insurance coverage as elected by employees. 6146 Medicare / Federal withholding contribution as part of social security program. 6340 Memberships / Payment of membership dues to professional organizations. 6396 Meetings / Incidental expenses incurred when hosting or attending meetings. 6220 Minor Equipment / Items costing less than $5000, such as VCRs, projectors, televisions, display units and typewriters. 6365 Natural Gas / Expenditures for natural gas services provided by a public utility company. 6954 New Computers & Other Technology / Includes personal computers, monitors, printers, and multi -functional equipment. 6986 Opening Day Collection / Expenses incurred in purchasing Library materials for opening day inventory. 6249 Operating Supplies / Items such as pens, paper, tape, scissors, desk accessories, binders, paper clips, security cases, seasonal decorations, break room supplies, and craft supplies. Items costing $100 and less. 6495 Other Expense / Expenses not otherwise classified. 6397 Out -of -House Training & Conferences / Expenses incurred for conference attendance and out -of -house training. 6425 Periodicals / Printed materials purchased with a subscription for magazines, newspapers, or professional journals. 6367 Phones / Phone service charges paid to a private utility company, including cell phones and networking line connections. 6310 Postage / Mailing costs for sending letters and packages. 6320 Printing / Printing and copying of materials for internal and external use. 6379 Professional Contracts / Payment for services rendered by outside contractors (organizations or individuals). 6358 Programs / Expenditures to promote and conduct programs such as Summer Reading, National Library Week and Children's 96 Read Week. May include prizes, arts and crafts supplies, decorations and refreshments. 6345 Public Relations / Advertising expenses, including recruitment ads, newspaper publications and promotional items. 6382 Repair & Maintenance -Buildings / Materials and supplies for the repair and maintenance of District buildings. Includes light bulbs, paint, lumber, and hardware supplies. 6387 Repair, Maintenance, Replacement- Computer / Services, supplies and maintenance agreements purchased to repair and maintain computer equipment, such as monitors, central processing units and printers. Also includes cost of replacement computers. 6385 Repair & Maintenance -Office Equipment Services, supplies and maintenance agreements purchased to repair and maintain office equipment, such as copy machines, microfiche reader/printers and fax machines. 6388 Repair & Maintenance -On-line Computer / Costs of upkeep for the Dynix Horizon system. 6389 Repair & Maintenance -Other Equipment Services, supplies and maintenance agreements purchased to repair and maintain any equipment that is not otherwise classified. 6384 Repair & Maintenance -Vehicles / Repair and maintenance costs for District vehicles. 6144 Retirement/401A/457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6200 Retirement — Employer Contribution / Amount paid by District to match employees' contribution to the 401A retirement plan. 6110 Salaries / Wages paid to employees who are employed by the District. 6140 Social Security / Social Security taxes paid by the District on the employees' behalf. 6480 Software / Published software programs and site licenses. 6149 State Unemployment Taxes /Amounts paid by the District to provide unemployment compensation benefits for employees. 6000 Tax Distribution to Member Libraries 6250 Tech Processing Supplies / Items purchased for processing library collection items. 6105 Third Party Health Insurance Payment / Insurance payment for COBRA insurance coverage. 6394 Travel & Mileage / Reimbursement for mileage parking, meals, and incidental expenses incurred by a District employee when conducting District business. This does not include expenses incurred for conferences and training. 6398 Treasurer Fee / Fees paid to the county for collection and distribution of property taxes. 6393 Tuition Reimbursement / Reimbursement for classes taken by those employees continuing their education. 6139 Vision Insurance / Premium paid for vision insurance coverage as elected by employees. 6364 Water and Sewer / Expenditures for services provided by public or private companies. 6136 Worker's Compensation / Premium paid for worker's compensation insurance policy to provide medical care to employees in the case of a work related accident. 97 Budget String Coding - Numeric Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting: Fund Definitions: Expense Location Department Project • Fund: A fiscal and accounting entity with a set of accounts recording revenues and expenditures of the entity. • Expenses: Charges incurred for operation, maintenance, supplies, equipment, etc to benefit the current fiscal period. • Location: Various branch location or member library designations associated with a two - digit code. • Department: A two -digit code associated with District Support Services departments. • Project: A four -digit code associated with special expenditure categories. Coding Examples Example One: 01-6220-50-51 01=General Fund 6220=Minor Equipment 50=District Support Services 51=Administration Example Two: 01-6249-10-00 01=General Fund 6249=Operating Supplies 10=Centennial Park 00=No Department Example Three*: 01-6358-10-00-1001 01=General Fund 6358=Programs 10=Centennial Park 00=No Department 1010=Centennial Park Programs *In most instances you will not need to code for projects unless you have expenses specifically related to an item on the project list. 98 Schedule of Budget Codes Fund Expense Location ❑❑ - O1=11=11=1- ❑❑ - Location Codes 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 35 LINC - Library INnovation Center 40 Bookmobile 50 District Support Services 70 Ault (Northern Plains) 71 Erie 72 Kersey Library 73 Riverside Library & Cultural Center 74 Grover 75 Eaton 80 Fort Lupton 85 Hudson 90 Johnstown (Glenn A. Jones) 95 Platteville 00 High Plains Library District Department Project ❑❑ - ❑❑❑❑ Department Codes 00 None 01 Board of Trustees 02 Executive Director 03 Associate Director 51 Administration 53 Public Information 54 Information Technology 55 Human Resources 56 Finance 57 Foundation 58 Facility Services 59 Collection Development 65 Virtual Library Program/Professional Contracts/Project Codes Programs 1010 Centennial Park 1015 Farr 1020 Carbon Valley 1030 Lincoln Park 1071 Erie 1072 Kersey 1073 Riverside Library & Cultural Center 8001 Outreach Projects 2012 Riverside Library & Cultural Ctr. 2013 Lincoln Park 2014 Energy Performance 3513 Interlibrary Loan system 8501 Spell Grant 6000 Tax Distribution to Member Libraries Professional Contracts 5010 Centennial Park 5015 Farr 5020 Carbon Valley 5030 Lincoln Park 5071 Erie 5072 Kersey 5073 Riverside Library & Cultural Ctr. 8002 Outreach 99 6010 Contingency / An amount budgeted for expenditures that cannot be foreseen and planned for in the budget process because of an occurrence of an unusual or extraordinary event. 6105 Third Party Health Insurance Payment / Insurance payment for COBRA insurance coverage. 6110 Salaries / Wages paid to employees who are employed by the District. 6112 Life/Disability Insurance / Premium paid for short-term and long-term, life and disability insurance coverage. 6136 Worker's Compensation / Premium paid for worker's compensation insurance policy to provide medical care to employees in the case of a work related accident. 6137 Dental Insurance / Premium paid for dental insurance coverage as elected by employees. 6138 Medical Insurance / Premium paid for medical insurance coverage as elected by employees. 6139 Vision Insurance / Premium paid for vision insurance coverage as elected by employees. 6140 Social Security / Social Security taxes paid by the District on the employees' behalf. 6144 Retirement/401A/457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6145 Legal Shield / Employee paid Legal Services. 6146 Medicare / Federal withholding contribution as part of social security program. 6148 Federal Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6149 State Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6200 Retirement — Employer Contribution / Amount paid by District to match employees' contribution to the 401A retirement plan. 6203 Fees — Other / Miscellaneous fees. 6205 Bank Services Charges / Fees paid for bank services. 6220 Minor Equipment / Items costing less than $5000, such as VCRs, projectors, televisions, display units and typewriters. 6221 E Readers / Kindle Fires and IPads. 6224 Foundation Purchases / Items purchased by the District that the Foundation has approved for funding. 6236 Janitorial Supplies / Items used to clean and supply facilities, such as floor finish, stain remover, toilet tissue, paper towels, hand soap, and vacuum bags. 6249 Operating Supplies / Items such as pens, paper, tape, scissors, desk accessories, binders, paper clips, security cases, seasonal decorations, break room supplies, and craft supplies. Items costing $100 and less. 6250 Tech Processing Supplies / Items purchased for processing library collection items. 6310 Postage / Mailing costs for sending letters and packages. 6320 Printing / Printing and copying of materials for internal or external use. 6340 Memberships / Payment of membership dues to professional organizations. 6345 Public Relations / Advertising expenses, including recruitment ads, newspaper publications and promotional items. 6358 Programs / Expenditures to promote and conduct programs such as Summer Reading, National Library Week and Children's Read Week. May include prizes, arts and crafts, supplies, decorations and refreshments. 6362 Electric / Expenditures for electrical services provided by a public utility company. 6364 Water and Sewer / Expenditures for services provided by public or private companies. 6365 Natural Gas / Expenditures for natural gas services provided by a public utility company. 6367 Phones / Phone service charges paid to a private utility company, including cell phones and networking line connections. 6369 Disposal Services / Pick up and removal of waste and recyclable materials. 6379 Professional Contracts / Payment for services rendered by outside contractors (organizations or individuals). 100 6380 Gasoline, Motor Oil, Lubricants / Expenses for fuel and lubricants to operate District vehicles. 6382 Repair & Maintenance -Buildings / Materials and supplies for the repair and maintenance of District buildings. Includes light bulbs, paint, lumber, and hardware supplies. 6384 Repair & Maintenance -Vehicles / Repair and maintenance costs for District vehicles. 6385 Repair & Maintenance -Office Equipment / Services, supplies and maintenance agreements purchased to repair and maintain office equipment, such as copy machines, microfiche reader/printers and fax machines. 6387 Repair, Maintenance, Replacement - Computer / Services, supplies and maintenance agreements purchased to repair and maintain computer equipment, such as monitors, central processing units and printers. Also includes cost of replacement computers. 6388 Repair & Maintenance -On-line Computer / Cost of upkeep for the Dynix Horizon system. 6389 Repair & Maintenance -Other Equipment / Services, supplies and maintenance agreements purchased to repair and maintain any equipment that is not otherwise classified. 6393 Tuition Reimbursement / Reimbursement for classes taken by those employees continuing their education. 6394 Travel & Mileage / Reimbursement for mileage, parking, meals, and incidental expenses incurred by a District employee when conducting District business. This does not include expenses incurred for conferences and training. 6395 In -House Training / Costs of in-house classes and seminars for staff needs. 6396 Meetings / Incidental expenses incurred when hosting or attending meetings. 6397 Out -of -House Training & Conferences / Expenses incurred for conference attendance, and out -of -house training. 6398 Treasurer Fee / Fees paid to the county for collection and distribution of property taxes. 6410 Books / Hardbound or softbound materials purchased, not via a subscription. 6425 Periodicals / Printed materials purchased with a subscription for magazines, newspapers, or professional journals. 6430 E Books / Recorded audio materials in cassette type form. 6460 Compact Discs / Recorded audio materials including music in compact disk (CD) form. 6480 Software / Published software programs and site licenses. 6490 DVD/Blue Ray / Recorded visual material in DVD or Blue Ray format. 6495 Other Expense / Expenses not otherwise classified. 6496 Electronic Resources / Subscription costs for online databases. 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District. 6520 Equipment Rentals / Rental costs for equipment rented by the District including rentals of postage machine rental. 6952 Equipment/Furniture over $5000 / Equipment or furniture items costing more than $5000. 6953 RFID / Costs for the collection management and inventory control system. 6954 New Computers & Other Technology / Includes personal computers, monitors, printers, and multi -functional equipment. 6980 Capital Improvements / Permanent repairs, upgrades, remodel or improvements made to enhance the appearance of a District building. 6985 Lease Payment / Payments made to lease Library buildings. Debt service transfer for 2001 COPS and 2006 COPS. 6986 Opening Day Collection / Expenses incurred in purchasing Library materials for opening day inventory. 101 2024 Statistical / Supplemental Section High Plains Library District Proposed Budget 2024 Original Proposed Budget Adjustments to Original Proposed Budget: Adjusted property tax revenue Adjusted distributions to members Adjusted Centennial Park renovation budget Adjust DSS Expansion budget Adjust capital improvements budget for DSS RTU 5, 6, 7,8 Adjust for two Information Technology Technicians Revenues Expenditures Revenue Over / (Under) Expenditures 70,590,790.00 57,989,790.00 350,000.00 1,000,000.00 90,000.00 162,682.00 12,601,000.00 (350,000.00) (1,000,000.00) (90,000.00) (162,682.00) 70,590,790.00 59,592,472.00 10,998,318.00 A - The proposed budget was prepared based on the preliminary information and estimates. The final valuations were released by the county assessors the last week of November. B - Increased Centennial Park renovation budget carryforward for current project schedule. C - Increased DSS Expansion budget for planned scope of project. D - Increased captial outlay budget for DSS RTU 5, 6, 7, 8. Replacement had been budgeted for and planned for 2023, but work was not completed. E - Added two Information Technologists for increased demand. A A B C D E 103 High Plains Library District Assessed and Estimated Actual Value of Taxable Property Last Ten Fiscal Years (in thousands of dollars) Levy Vacant Residential Commercia Industrial Natural State Year Land Property I Property Property Agricultural Resources Oil & Gas Assessed Total Taxable Assessed Value Estimated Actual Taxable Value Total Direct Tax Rate Assessed Value as a % of Actual Value 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 46,605 55,985 48,576 65,994 57,708 76,518 66,708 85,241 74,516 108,247 915,284 1,146,858 1,192,400 1,413,932 1,460,074 1,789,785 1,846,452 2,090,030 2,101,828 2,434,509 620,508 655,020 677,672 764,517 785,202 959,571 988,053 1,082,697 1,104,430 1,379,293 Source: Weld County Assessor's office 430,782 525,734 680,033 795,317 822,019 938,681 1,217,340 1,196,204 1,169,469 1,357,494 138,769 168,228 172,787 197,001 199,744 190,691 195,667 198,835 190,161 221,751 14,625 18,440 18,187 18,605 22,062 25,222 25,995 28,255 30,236 40,644 5,544,193 7,374,473 4,708,785 4,369,798 6,338,480 9,194,058 8,297,234 4,928,653 10,426,829 14,963,302 710,011 740,461 771,524 813,039 814,026 893,660 1,036,480 1,183,431 1,409,193 958,323 8,420,777 10,685,199 8,269,964 8,438,203 10,499,315 14,068,186 13,673,929 10,793,346 16,506,662 21,463,563 25,523,496 31,560,980 29,936,864 35,327,035 38,645,508 48,245,043 49,819,777 50,333,570 58,634,935 71,824,108 3.249 3.249 3.249 3.249 3.249 3.177 3.177 3.177 3.177 3.177 32.992% 33.856% 27.625% 23.886% 27.168% 29.160% 27.447% 21.444% 28.152% 29.884% 104 Assessed Value History $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 2014 2015 2016 2017 2018 2019 Total Taxable Assessed Value 2020 2021 2022 2023 Oil & Gas 105 Assessed Value by Property Category $24,000,000 $22,000,000 $20,000,000 $18,000,000 $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,0000 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Oil & Gas • Residential Property Commercial Property Industrial Property Agricultural Natural Resources • State Assessed 106 High Plains Library District Property Tax Levies and Collections Last Ten Fiscal Years (amounts expressed in thousands) Collections Total Tax Levy Collected within the Fiscal Year of in Levy Collect for the Levy Subsequent Total Collections to Date Year Year Fiscal Year' Tax Amount 2 Percent of Levy Years 3 Tax Amount Percent of Levy 2013 2014 21,063 2014 2015 27,320 2015 2016 35,255 2016 2017 26,930 2017 2018 27,390 2018 2019 33,949 2019 2020 45,044 2020 2021 43,095 2021 2022 34,032 2022 2023 51,878 Source: 1 Final Budget 2 YTD Treasurer's Tax Distribution 3 Not available for years not shown 21,038 99.9% 26,882 98.4% 35,223 99.9% 26,870 99.8% 27,352 99.9% 33,870 99.8% 44,671 99.2% 42,893 99.5% 33,999 99.9% 51,233 98.8% 21,038 99.9% 26,882 98.4% 35,223 99.9% 26,870 99.8% 27,352 99.9% 33,870 99.8% 44,671 99.2% 42,893 99.5% 33,999 99.9% 51,233 98.8% 107 High Plains Library District Principal Taxpayers December 31, 2022 2022 Taxable Assessed Value Rank Percentage of Total Taxable Assessed Value Kerr-Mcgee Oil & Gas Onshore LP Noble Energy Inc. PDC Energy Inc. Extraction Oil & Gas LLC Crestone Peak Resources LLC Kerr Mcgee Gathering LLC Civitas Resources Inc. Bayswater Exploration and Production LLC Great Western Operating Company LLC Highpoint Operating Corporation Public Service Company of Colorado (Xcel) Bonanza Creek Energy Inc. Petroleum Development Corp. Encana Oil & Gas (USA) Inc. DCP Midstream LP EOG Resources Inc. Vestas Blades America Inc. Total Gross Taxable Assessed Valuation Source: Weld County Assessor 2,208,720,490 1,854,003,750 1,714,215,980 862,372,750 544,048,110 485,059,270 457,157,790 391,227,000 327,398,810 308,095,310 $ 9,152,299,260 $ 16,505,661,900 1 2 3 4 5 6 7 8 9 10 13.38% 11.23% 10.39% 5.22% 3.30% 2.94% 2.77% 2.37% 1.98% 1.87% 55.45% 2013 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value 1,084,062,305 2 1,513,934,823 1 105,314,600 8 224,394,470 121,795,457 250,057,041 203,065,528 144,537,060 84,574,810 51,144,390 $3,782,880,484 4 7 3 5 6 9 10 15.23% 21.27% 1.48% 3.15% 1.71% 3.51% 2.85% 2.03% 1.19% 0.72% 53.14% 108 High Plains Library District Principal Employers - Weld County December 31, 2022 2022 Percentage of Total County Employees Rank Employment JBS Swift Beef Company Banner Health: Northern Colorado Medical Center Vestas Greeley Evans School District 6 Weld County Government University of Northern Colorado City of Greeley UC Health State Farm Insurance Aims Community College State of Colorado (includes UNC) Haliburton Energy Services, Inc. Total Principal Employers Other Employers Total County Employment 6,000 3,560 2,710 2,258 1,823 1,488 1,145 1,060 950 934 21,928 146,788 168,716 1 2 3 4 5 6 7 8 9 10 3.56% 2.11% 1.61% 1.34% 1.08% 0.88% 0.68% 0.63% 0.56% 0.55% 13.00% 87.00% 100.00% Source: Weld County Annual Comprehensive Financial Report and Upstate Colorado 2013 Employees Percentage of Total County Rank Employment 4,619 3,000 872 2,400 1,413 1 2 8 4 6 812 9 1,828 872 3,811 800 20,427 145,233 165,660 5 7 3 10 2.79% 1.81% 0.53% 1.45% 0.85% 0.49% 1.10% 0.53% 2.30% 0.48% 12.33% 87.67% 100.00% 109 High Plains Library District Demographic and Economic Statistics Last Ten Fiscal Years High Plains Library District Weld County Year Patron Population Population Total Personal Income ($ billions) Per Capita Income Unemployment Rate 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 245,989 251,308 257,157 259,688 268,307 270,901 290,103 298,361 302,022 300,565 263,691 269,785 274,487 284,876 294,397 304,435 323,637 331,895 340,018 345,152 8.35 8.35 10.74 10.60 11.20 12.50 14.70 15.30 12.70 21.00 29,986 31,657 27,047 42,787 42,701 44,080 46,172 50,198 52,054 56,553 6.70% 3.90% 3.80% 3.80% 3.40% 2.70% 3.00% 7.20% 5.70% 3.00% Source: Upstate Colorado in cooperation with the University of Northern Colorado and the State of Colorado demographer. Library Research Service State of Colorado for HPLD population. Weld County Annual Comprehensive Financial Report Note: The HPLD Patron population is shown as a comparative to the Weld County population as the District's service area approximates the boundary of Weld County. 110 Preliminary Population Forecast for Weld County NUMBER OF PEOPLE 700,000 600,000 500,000 400,000 300,000 200,000 100,000 254,230 284,855 331,282 370,053 423,760 474,906 522,680 567,928 610,563 1 1 1 1 1 1 1 1 1 YEAR 111 Population by Age Group Weld County per State Demographer ■ 0 to 17 18 of 24 25 to 44 45 to 54 55 to 64 ■ 65 to 74 ■ 75 to 84 ■ 85+ 112 Projected Weld County Population Change per State Demographer 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 2023 2033 ■ 85+ ■ 75to84 ■ 65 to 74 55 to 64 45 to 54 25 to 44 18 ot 24 ■ 0to17 113 High Plains Library District Revenue and expenditure projection through 2032 General Fund Revenues Property tax percentages All other revenue (except investments) Earnings on investments Revenues TAXES Property taxes - Weld Co. (1) Property taxes - Boulder Co. Specific Ownership taxes TOTAL TAXES OTHER REVENUE Charges for services (Copier usage) Fines, & fees Earnings on investments Grants Contributions - In kind Miscellaneous TOTAL OTHER REVENUE 1.33 1.00 0.77 1.52 1.33 0.80 1.02 0.80 1.01 1.01 1.01 1.01 1.01 1.02 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Actual Actual Actual Budget Budget Projected Projected Projected Projected Projected Projected Projected Projected Projected $ 43,792,991 $ 43,722,243 $ 33,626,426 $ 51,233,133 $ 68,032,591 $ 54,102,514 $ 55,184,564 $ 44,147,651 $ 44,589,128 $ 45,035,019 $ 45,485,369 $ 45,940,223 $ 46,399,625 $ 47,327,618 561,948 579,368 669,340 645,679 907,398 721,603 736,035 588,828 594,716 600,663 606,670 612,737 618,864 631,241 2,175,372 2,211,114 2,071,809 1,200,000 1,440,000 1,500,000 1,515,000 1,530,150 1,545,452 1,560,906 1,576,515 1,592,280 1,608,203 1,624,285 46,530,311 46,512,725 36,367,575 53,078,812 70,379,989 56,324,117 57,435,599 46,266,629 46,729,296 47,196,589 47,668,555 48,145,240 48,626,693 49,583,144 23,859 588,213 72,519 233,932 918,523 333,310 1,679,623 197,351 210,801 240,000 201,400 178,814 165,842 158,645 154,917 153,278 152,898 153,280 26,280 34,119 64,784 29,177 1,145,248 457,525 208,127 47,673 25,000 80,000 84,351 25,000 100,000 77,801 55,000 100,000 75,000 55,550 60,000 75,750 56,106 36,000 76,508 56,667 21,600 77,273 57,233 12,960 78,045 57,806 7,776 78,826 58,384 4,666 79,614 58,967 2,799 80,410 59,557 1,680 81,214 8,000 8,000 10,000 10,100 10,201 10,303 10,406 10,510 10,615 10,721 10,829 TOTAL REVENUE $ 47,448,834 $ 46,846,035 $ 38,047,198 $ 53,276,163 $ 70,590,790 $ 56,564,117 $ 57,636,999 $ 46,445,443 $ 46,895,138 $ 47,355,233 $ 47,823,472 $ 48,298,519 $ 48,779,591 $ 49,736,424 Expenditures Salaries Benefits Administrative services Library materials Facilities/operations Tax Dist - Member Libraries Capital outlay Benefits % of Salaries Salaries Benefits Administrative services Library materials Facilities/operations Operating Expenditures Tax Dist - Member Libraries Capital outlay Debt service (transfers out) Capital projects (transfers out) TOTAL EXPENDITURES Excess of Revenues over Expenditures Fund Balance beginning Fund Balance ending 1.04 1.05 1.03 1.02 1.04 1.02 1.04 1.05 1.03 1.02 1.04 0.8 1 .04 1 .05 1 .03 1.02 1 .04 1.02 1.04 1.05 1.03 1.02 1.04 1.02 1.04 1.05 1.03 1.02 1.04 1.02 1.04 1.05 1.03 1.02 1.04 1.02 1 .04 1 .05 1 .03 1.02 1 .04 1.02 1.04 1.05 1.03 1.02 1.04 1.02 31.8% 31.9% 32.7% 37.8% 38.7% 37.7% 38.0% 38.4% 38.8% 39.1% 39.5% 39.9% 40.3% 40.7% 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Actual Actual Actual Budget Budget Projected Projected Projected Projected Projected Projected Projected Projected Projected $ 8,101,739 $ 8,233,202 $ 8,772,256 $ 11,516,106 $ 12,840,559 $ 13,482,585 $ 14,021,888 $ 14,582,764 $ 15,166,074 $ 15,772,717 $ 16,403,626 $ 17,059,771 $ 17,742,162 $ 18,451,849 2,576,750 2,624,724 2,866,324 4,348,961 4,967,413 5,078,558 5,332,486 5,599,110 5,879,066 6,173,019 6,481,670 6,805,753 7,146,041 7,503,343 2,705,907 3,566,497 3,600,349 4,375,666 5,510,500 5,653,116 5,822,709 5,997,391 6,177,312 6,362,632 6,553,511 6,750,116 6,952,620 7,161,198 1,358,192 844,540 1,403,241 1,432,000 1,509,900 1,509,900 1,540,098 1,570,900 1,602,318 1,634,364 1,667,052 1,700,393 1,734,400 1,769,088 1,341,737 1,217,006 2,018,257 1,922,040 2,238,125 2,152,258 2,238,348 2,327,882 2,420,998 2,517,837 2,618,551 2,723,293 2,832,225 2,945,514 16,084,325 16,485,969 18,660,427 23,594,773 27,066,497 27,876,417 28,955,530 30,078,047 31,245,768 32,460,570 33,724,409 35,039,326 36,407,448 37,830,992 9,794,221 10,255,775 7,459,980 11,551,448 14,536,465 13,082,819 13,344,475 10,675,580 10,889,092 11,106,874 11,329,011 11,555,591 11,786,703 12,022,437 9,814,350 4,138,399 24,325,762 16,453,312 17,989,510 5,597,250 2,302,000 18,954,000 841,898 2,500,000 2,000,000 1,500,000 1,200,000 1,200,000 $ 35,692,896 $ 30,880,143 $ 50,446,169 $ 51,599,533 $ 59,592,472 $ 46,556,486 $ 44,602,005 $ 59,707,627 $ 42,976,758 $ 46,067,444 $ 47,053,421 $ 48,094,918 $ 49,394,151 $ 51,053,429 11,755,938 15,965,892 (12,398,971) 1,676,630 10,998,318 10,007,631 13,034,994 (13,262,184) 3,918,380 1,287,789 770,051 203,601 (614,560) (1,317,006) 49,289,432 61,045,370 77,011,262 64,612,291 66,288,921 77,287,239 87,294,870 100,329,864 87,067,680 90,986,060 92,273,849 93,043,900 93,247,501 92,632,941 61,045,370 77,011,262 64,612,291 66,288,921 77,287,239 87,294,870 100,329,864 87,067,680 90,986,060 92,273,849 93,043,900 93,247,501 92,632,941 91,315,935 Assumptions: No mill levy increase for HPLD. No additional debt after COPs were paid off in December 2019. Inflation of approximately 7% to 8 % in early 2022 and slowly decreasing during later 2022. Inflation of about 5% in 2023 and then decreasing to 4% in 2024 and following. 114 Property Tax Assessment Rate Changes pursuant to SB22-238 June 27, 2022 Type of Property Assessment Rates — For property tax years 2022 (payable in 2023) Created under SB21-293 Assessment Rates — For property tax year 2023 (payable in 2024) Created under SB22-238 Assessment Rates — For property tax year 2024 (payable in 2025) Created under SB22-238 Assessment Rates — For property tax year 2025 (payable in 2026) & thereafter Non- residential Hotels, motels and B &Bs — `lodging properties' 29% 27.9% (Exempt first $30,000 of Actual Value) 29% 29% Renewable Energy Production 26.4% 26.4% 26.4% 29% Agricultural Property 26.4% 26.4% 26.4% 29% Commercial, Vacant, Industry 29% 27.9% (For improved commercial only: exempt first $30,000 of Actual Value) 29% 29% Oil & Gas 87.5% 87.5% 87.5% 87.5% Residential Multi -family housing (i.e. apartments) 6.80% 6.765% (Exempt first $15,000 of Actual Value) 6.8% 7.15% All other residential property 6.95% 6.765% (Exempt first $15,000 of Actual Value) TBD (set at a level to hit a total revenue reduction over the 2023 & 2024 property tax years of $700 million) 7.15% Backfill for Property Tax Year 2023 (3 tiers). (There is NO backfill for property tax year 2022 and 2024) 1.) Local governments in counties with over 300,000 people will be made whole for 65% of their lost revenue. 9 counties: Adams, Arapahoe, Boulder, Denver, Douglas, El Paso, Jefferson, Larimer and Weld *Fire, library, sanitation & water districts, health service districts & municipalities within these counties will receive a higher percentage backfill. Those with an assessed valuation of more than 10% will be made whole for 90% of their lost revenue. Those with an assessed valuation of less than 10% will be made whole for 100% of their lost revenue. 2.) Local governments in counties with a.) under 300,000 people and b.) an assessed valuation growth of over 10% will be made whole for 90% of their lost revenue. 10 counties: Chaffee, Eagle, Elbert, Grand, Gunnison, Lake, Montrose, Park, San Miguel and Summit 3.) Local governments in counties with a.) under 300,000 and b.) an assessed valuation growth of under 10% will be made whole for 100% of their lost revenue. Remaining 45 counties CCI 115 2024 Glossary of Terms GLOSSARY Abatement — A complete or partial cancellation of a levy imposed by a government. Accrual Basis — A basis of accounting in which transactions are recognized at the time they are incurred, as opposed to when cash is received or spent. Ad Valorem — Commonly referred to as property taxes, are levied on both real and personal property according to the property's valuation and the mill levy (tax) rate. Annual Comprehensive Financial Report — An annual financial report of the government's fiscal condition, which includes a minimum of three parts: 1) Introductory section providing background on the government, 2) Financial section including the combined general purpose financial statements and notes, and 3) Statistical section comprising 15 or more tables of non -audited information composed of 10 -year trend data on revenues, expenditures and tax collections. Appropriation —A legal authorization to incur obligations and to make expenditures for specific purposes. Assessed Valuation — The valuation set upon real estate and certain personal property by the County Assessor as a basis for levying property taxes. Asset — Resources owned or held by a government which have monetary value. Audit — A systematic collection of the sufficient, competent evidential matter needed to attest to the fairness of management's assertions in the financial statements or to evaluate whether management has efficiently and effectively carried out its responsibilities. The auditor obtains this evidential matter through inspection, observation, inquiries and confirmations with third parties. Available (Undesignated) Fund Balance — This refers to the funds remaining from the prior year which are available for appropriation and expenditure in the current year. Balance Sheet - The financial statement disclosing the assets, liabilities and equity of an entity at a specified date in conformity with GAAP (Generally Accepted Accounting Principles). Balanced Budget —A budget where budgeted expenditures do not exceed budgeted revenues plus beginning fund balance. Basis of Accounting — A term used to refer to when revenues, expenditures, expenses, and transfers — and the related assets and liabilities — are recognized in the accounts and reported in the financial statements. Bond —A long term IOU or promise to pay. It is a promise to repay a specified amount of money (the face amounts of the bond) on a particular date (the maturity date). Bonds are primarily used to finance capital projects. Budget — A plan of financial activity for a specific period of time (fiscal year or biennium) indicating all planned revenues and expenses for the budget period. Budget Message —A general discussion of the proposed budget as presented in writing by the budget - making authority to the governing body. The budget message should contain an explanation of the 117 principal budget items, an outline of the government's experience during the past period and its financial status at the time of the message and recommendations regarding the financial policy for the coming period. Budgetary Basis — This refers to the basis of accounting used to estimate financing sources and uses in the budget. This generally takes one of three forms: GAAP, cash, or modified accrual. Budget Calendar — The schedule of key dates which a government follows in the preparation and adoption of the budget. Budgetary Control —The control or management of a government in accordance with the approved budget for the purpose of keeping expenditures within the limitations of available appropriations and resources. Capital Assets —Assets of significant value and having a useful life of several years. Capital assets are also called fixed assets. Capital Budget — The appropriation of bonds or operating revenue for improvements to facilities, and other infrastructure. Capital Improvements — Expenditures related to the acquisition, expansion or rehabilitation of an element of government's physical plant; sometimes referred to as infrastructure. Capital Improvement Program (CIP) —A plan for capital outlay to be incurred each year over a fixed number of years to meet capital needs arising from the government's long-term needs. Capital Outlay— Fixed assets which have a value of $5,000 or more and have a useful economic lifetime of more than one year; or assets of any value if the nature of the item is such that it must be controlled for custody purposes as a fixed asset. Capital Project — Construction, acquisition, or renovation activities which add value to a government's physical assets or significantly increase their useful life. Also called capital improvements. Capital Reserve —An account used to segregate a portion of the government's equity to be used for future capital program expenditures. Cash Basis — A basis of accounting in which transactions are recognized only when cash is increased or decreased. CGFOA - Colorado Government Finance Officers Associations. Colorado chapter of the Government Finance Officers Association (see GFOA). CGFO — Certified Government Finance Officer. Certification program offered and administered through the CGFOA. Compensated Absences —Absences, such as vacation, illness, and holidays, for which it is expected employees will be paid. The term does not encompass severance or termination pay, post -retirement benefits, deferred compensation, or other long-term fringe benefits, such as group insurance and long- term disability pay. 118 Contingency — A budgetary reserve set aside for emergencies or unforeseen expenditures not otherwise budgeted. Debt Service — The cost of paying principal and interest on borrowed money according to a predetermined payment schedule. Deficit — The excess of an entity's liabilities over its assets or the excess of expenditures or expenses over revenues during a single accounting period. Department — The basic organizational unit of government which is functionally unique in its delivery of services. Depreciation — An accounting method of allocating the cost of a tangible asset over its estimated useful life to account for declines in value over time. Disbursement — The expenditure of monies from an account. Eisenhower Matrix — A productivity, prioritization, and time -management framework designed to help prioritize tasks or agenda items by first categorizing them by urgency and importance. Employee (or Fringe) Benefits — Contributions made by a government to meet commitments or obligations for employee fringe benefits. Included are the government's share of costs for Social Security and the various pension, medical, and life insurance plans. Expenditure — The payment of cash on the transfer of property or services for the purpose of acquiring an asset, service or settling a loss. Expense — Charges incurred (whether paid immediately or unpaid) for operations, maintenance, interest or other charges. Fiscal Policy — A government's policies with respect to revenues, spending, and debt management as these relate to government services, programs, and capital investment. Fiscal policy provides an agreed upon set of principles for the planning and programming of government budgets and their funding. Fiscal Year — A twelve-month period designated as the operating year for accounting and budgeting purposes in an organization. Fixed Assets — Assets of long-term character that are intended to continue to be held or used, such as land, building machinery, furniture, and other equipment. Full Faith and Credit — A pledge of government's taxing power to repay debt obligations Full-time Equivalent Position (FTE) —A position converted to the decimal equivalent of a fulltime position based on 2080 hours per year. For example, a part-time typist working for 20 hours per week would be the equivalent to .5 of a full-time position. Fund — A fiscal entity with revenues and expenses which are segregated for the purpose of carrying out a specific purpose or activity. Fund Balance —The excess of the assets of a fund over its liabilities, reserves, and carryover. 119 GAAP — Generally Accepted Accounting Principles. Uniform minimum standards for financial accounting and recording, encompassing the conventions, rules and procedures that define accepted accounting principles. GASB — Governmental Accounting Standards Board. The authoritative accounting and financial reporting standard -setting body for government entities. General Fund —the primary fund used by a government entity that constitutes the core operational and administrative tasks of the governmental entity. GFOA— Government Finance Officers Association. A national group whose membership includes government finance officers through the USA and Canada. Formed to network ideas and strategies for best governmental accounting strategies. Provides input and limited funding to the GASB. Goal — A statement of broad direction, purpose or intent based on the needs of the community. A goal is general and timeless. Governmental Funds — used to account for activities primarily supported by taxes, grants, and similar revenue sources. There are five types : General Fund, special revenue funds, capital project funds, debt service funds, and permanent funds. Grants — A contribution by a government or other organization to support a particular function. Grants may be classified as either operational or capital, depending upon the grantee. Holds / holds pick up — Patron request for a library collection item from one library location to be delivered to another library location for them to check out or patron request to be put on a waiting list to be able to check out an item when it becomes available. HPLD finance committee — the HPLD finance committee consists of the Secretary/Treasurer of the BOT, one other trustee, the Executive Director, and Finance Manager. LCI / Library Confidence Indicator — based on the concept of the consumer confidence indicator. An at - the -moment assessment of how a person feels about the library district based on their perception of the library district's value to them as an individual, their family, and their community, whether the library district will be a value in the future, and whether the tax dollars spent are well used. Levy — To impose taxes for the support of government activities. Long-term Debt — Debt with a maturity of more than one year after the date of issuance. Major Fund - funds whose revenues, expenditures/expenses, assets, or liabilities (excluding extraordinary items) are at least 10 percent of corresponding totals for all governmental or enterprise funds and at least 5 percent of the aggregate amount for all governmental and enterprise funds Mill — The property tax rate which is based on the valuation of property. A tax rate of one mill produces one dollar of taxes on each $1,000 assessed property valuation. Modified Accrual Basis — The accrual basis of accounting adapted to the governmental fundtype measurement focus. Under it, revenues and other financial resource increments are recognized with they become susceptible to accrual, this is when they become both "measurable" and available to finance expenditures of the current period." "Available" means collectible in the current period or soon 120 enough thereafter to be used to pay liabilities of the current period. Expenditures are recognized when the fund liability is incurred except for (1) inventories of materials and supplies that may be considered expenditures either when purchased or when used, and (2) prepaid insurance and similar items that may be considered expenditures either when paid for or when consumed. All governmental funds, expendable trust funds and agency funds are accounted for using the modified accrual basis of accounting. Objective — Something to be accomplished in specific, well-defined, and measurable terms and that is achievable within a specific time frame. Obligations —Amounts which a government may be legally required to meet out of its resources. Operating Revenue — Revenue from any regular source. Performance Measure — Data collected to determine how effective or efficient a program is in achieving its objectives. Program — A group of related activities performed by one or more organizational units for the purpose of accomplishing a function for which the government is responsible. Prospector — A consortium of public and academic libraries which share their materials through an online catalog ordering system. Purpose — A broad statement of the goals, in terms of meeting public service needs, that a department is organized to meet. Reserve — An account used either to set aside budgeted revenues that are not required for expenditure in the current budget year or to earmark revenues for a specific future purpose. Reserved Fund Balance —Those portions of fund balance that are not appropriable for expenditure or that are legally segregated for a specific future use. Revenue — Sources of income financing the operations of government. Skills pipeline — skills based programming and workforce development programming designed to encourage and enhance learning and personal growth. Supplemental Appropriation — An additional appropriation made by the governing body after the budget year or biennium has started. Tax Levy — The resultant product when the tax rate per one hundred dollars is multiplied by the tax base. Taxes — Compulsory charges levied by a government for the purpose of financing services performed for the common benefit of the people. This term does not include specific charges made against particular persons or property for current or permanent benefit, such as special assessments. Transfers In/Out —Amounts transferred from one fund to another to assist in financing the services from the recipient fund. 121 Unreserved Fund Balance — The portion of a fund's balance that is not restricted for a specific purpose and is available for general appropriation. West Texas Intermediate (WTI) — a benchmark used by oil markets, representing oil produced in the United States of America. ACRONYMS ADA Americans with Disabilities Act ALA American Library Association ALTA American Library Trustee Association BOT Board of Trustees CAFR Comprehensive Annual Financial Report CAL Colorado Association of Libraries CGFOA Colorado Government. Finance Officers Association CLiC Colorado Library Consortium COPs Certificates of Participation CRM Community Relations and Marketing Department CRS Colorado Revised Statutes DLG Division of Local Government DSS District Support Services ESL English as a Second Language FDIC Federal Deposit Insurance Corporation GAAP Generally Accepted Accounting Principles GFOA Government Finance Officers Association HPLD High Plains Library District HPLDF&F High Plains Library District Friends & Foundation HR Human Resources ILL Interlibrary Loan ILS Integrated Library System IRS Internal Revenue Service IT Information Technology ITI Information Technology and Innovation Department 122 LCI Library Confidence Indicator LINC Library Innovation Center MOVE Mobile, Outreach, Virtual, Experiences Department MPLA Mountain Plains Library Association MSEC Mountain States Employers Council OBPE Outcomes Based Planning and Evaluation OCLC On -Line Computer Library Center PDPA Public Deposit Protection Act PLA Public Library Association PPE Personal Protection Equipment RDA Resource Description and Access Standards RFID Radio Frequency Identifier RFP Request for Proposal RTU Roof Top Unit — part of HVAC system SAS Signature Author Series SDA Special District Association SPP Strategic Planning Process SRA Summer Reading Adventure STEM Science, Technology, Engineering, and Math TABOR Colorado Taxpayers Bill of Rights WTI West Texas Intermediate 123 Hello