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HomeMy WebLinkAbout20250093.tiffA,Itthoteca fr highplains Library District Finance Department 2650 W. 29th Street Greeley, Colorado 80631 Budged 2025 Board of Trustees Mary Heberlee Chairman Gerri Holton Joyce Smock Vice Chairman Deana Lemos-Garcia Teresa Nunez Nick Nakamura Secretary/Treasurer rm Michael Wailes 2 fra highplains Library District 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, Outreach Charlene Parker, Farr Regional Library Mallory Pillard, Centennial Park Library 3 Associate Director of Public Services 1 _ Collection Resources See Public Services Orr Chart rai Public Services Sec Public Services Org Chart Executive Assistant J Community Engagement & Strategies Manager Facilities Manager Facilities Technician Custodial Staff Board of Trustees Executive Director Community Relations & Marketing Events & Experience Supervisor 1 Events & Experiences Littradtm Events and Experiences Graphics & Marketing Stwrialist Graphics & Marketing Specialist E -Marketing Specialist Spanish Language Translation & Marketing Specialist High Plains Library District Organizational Chart Manager of IT & Innovation IT Applications Engineer Application and Suomi Analyst IT Technicians LibraryProcess & Information Management Specialist Finance Manager Associate Director of Human Resources Foundation Board Foundation Director Development Coordinator Friends and Foundation Associate Voltmteer Services Coordinator 4 irgahighplains tra Library District Tab e 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 31 Branch Services Carbon Valley Regional Library 31 Centennial Park Library 32 Erie Community Library 32 Farr Regional Library 33 Grover 33 Kersey Library 34 LINC NC 34 Mead 35 Riverside Library and Cultural Center 35 Department of Community Engagement 35 Outreach Services 36 Community Relations and Marketing Department 37 District Support Services Collection Resources Collection Development 38 Interlibrary Loan and Prospector 38 Bibliographic Services 38 Finance Department 38 5 Human Resources Department 39 Facilities Department 39 Information Technology and Innovation Department 40 HPLD Friends & Foundation 41 Goals and Objectives and Performance Measures 41 2024 District Budget Budgeted Revenue and Expenditures 45 Budget Summary 46 Resolution to Adopt Budget 52 Resolution to Appropriate Sums of Money 54 Resolution to Set Mill Levies, Weld County 55 Certification of Tax Levies, Weld County 56 Resolution to Set Mill Levies, Boulder County 60 Certification of Tax Levies, Boulder County 61 Lease -Purchase Schedule 65 Capital Improvement Program Narrative 67 Item Description by Location 68 Department Budgets Board of Trustees 71 Executive Director 72 Associate Directors 73 Centennial Park Library 74 Farr Regional Library 75 Carbon Valley Regional Library 76 Lincoln Park Library 77 LINC 78 Outreach Services 79 Mead 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 6 Budget String Coding Numeric Sort 94 Alpha Sort 98 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 Comparison: SB24-233 to HB24B-1001 116 Glossary & Acronyms Glossary 120 Other Resources & Information High Plains Library District https://www. m I i brary= Weld County Colorado j3.jps://www.weIdgov.co m/ 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/oi I-price-today-forecast-2017-2018-2019-2020-2021-brent-wti State of Colorado Demography https://demography.dola.colorado. oc„v/ Upstate Colorado https://upstatecolorado.org/news/ Weld County literacy information https:/lnces.ed.gov/surveys/ „iaac/skillsma ,,/?view=comparison&geolevel=countyy&- first=8123 7 az trtr .7 (/ LATShighplains Amil Library District Administration • 2650 W. 29th St. • Greeley, CO 80631 Phone: 970.506.8550 • Fax: 970.506.8551 December 9, 2024 Dear Board of Trustees and High Plains Library District Taxpayers: It is our pleasure to submit to you our 2025 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: HPLD is a valued community resource. 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: ACCESS • SERVE • PARTNER • IMPROVE • RESPONSIBLE • ENRICH • Access — We provide access to all in our community. • Serve — We serve (value) everyone in our communities. • Partner We partner to ensure access to expertise. We partner in support of common goals and expanding our value. 9 • Improve - We strive to be a role model organization through relentless efforts to improve. • Responsible - We are responsible with taxpayer funds and work to be taxpayer proud. • Enrich - We enrich lives through providing the opportunity to learn and grow. 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 2025 proposed budget includes funds for renovations at Carbon Valley Library, renovations at Farr Library, construction in Mead, 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 2025 are $56,841,039 and the budgeted general fund expenditures for 2025 are $73,496,492. That equates to a budgeted decrease in net assets of $16,655,453. Budgeted revenues for 2025 have decreased 19.48% from the 2024 budget. Budget restrictions in other expenditure areas have allowed for planning for a 4% merit increase for staff. High Plains Library District is planning for additions to FTE and staff headcount in 2025 primarily to staff and support innovation spaces and library services in two of the branches. 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. 10 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 95 percent of the District's budgeted revenue for 2025 while specific ownership tax is 3%. The remaining 2% percent consists of investment earnings, grants, fines, fees, and miscellaneous revenues. Specific Ownership Taxes 3% Other Revenue 2% 11 The expenditures of the district are comprised of salaries and benefits that equal 28% of the budgeted expenditures, operating expenditures add an additional 14%, capital outlay equals 42%, and the tax distribution to member libraries equals 16% 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 2025 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 2023, High Plains Library District (HPLD) began the strategic planning process (SPP) for 2025. 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. 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 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 423,208 in 2030. High Plains Library District will need to provide library services to those individuals. This growth influences decisions about facilities, staffing, and how best to provide library services efficiently and effectively. The budget for 2025 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. Budget Year Oil and Gas percentage of HPLD assessed value 2025 58% 2024 67% 2023 60% 2022 43% 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. Other changes in state and federal policy and regulation have impacts on oil and gas production and prices. 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 increased property tax revenue for 2024. Oil and gas sales revenue decreased in 2023 which decreases valuation and budgeted property tax revenue for 2025. Residential and commercial property values have increased slightly in the HPLD service area. Inflation continued to increase in 2023 and increased at a slower rate in 2024. Inflation is expected to continue into 2025 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. The Federal Reserve maintained higher interest rates through much of 2024 and started cutting rates at the September 2024 meeting. 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 n eed 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 2025, 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 n aturalization ceremony for individuals who have completed citizenship classes and passed the examination. 28 individuals from 17 countries including Canada, England, Germany, Mexico, and Venezuela became United States citizens in the 11t" annual n aturalization ceremony in Greeley, Colorado on July 25, 2024. The library district covers a geographical area of almost 4,000 square miles in n ortheastern 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. The Outreach Department is designed to provide library services to those individuals. Funds have been allocated in the 2025 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. 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 15 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 2025 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 2025 budget. The basic priority has been and continues to be providing high -quality library services throughout the district. The focus for 2025 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 2024 budget. HPLD will continue to focus on skills -based and workforce development programming in 2025. Developing operational excellence remains a focus in 2025 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 patrons are accessing the collection, attending programs, learning new skills, and developing skills. Another marker of success for HPLD is having community partners and local leaders that are engaged with and support the library. 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 2025 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, 2024. There is no debt service fund budget appropriated for 2025. 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 2025 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 I 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 help determine what types of programs are offered and what materials are purchased 18 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 Go! Do Now High Value/Impact & Low Cost/Complexity Assess & Evaluate Low Cost/Low Impact Do, But Be Careful High Value/Impact & High Cost/Complexity Avoid High Cost/Complexity & Low Value/Impact 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 committee and the committee may make recommendations for revisions to the budget. Per state statute, the proposed budget must be presented to the board by October 15 each year. The proposed budget for 2025 was presented to the board at the October 7, 2024 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. The 2025 budget was adopted and the mill levy was certified at the December 9, 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. 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. Statutory Budget Calendar August 25 Assessors Government certify the total to all taxing entities and to the Division to of Local the TABOR new assessed tax and actual limit. values compute statutory and property revenue October 15 Budget budget to the board. Governing officer body must submit proposed "Notice Budget" governing budget. must publish of upon receiving proposed December 10 Changes in by the be by assessed valuation made to the assessors will made only once body a single notification by law to levy county commissioners tax, to the Division or other Local Government. authorized property and of December 22 levies Deadline to the for county commissioners to levy taxes and to certify the assessor. January 30 A the budget for the fiscal certified be filed copy the of Division adopted Local Government current later than year this date. must with of no 20 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 2025 plans for a decrease in fund balance of approximately $16.7 million. High Plains Library District anticipates a significant decrease in property tax revenue in 2025. 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 2025. Revenues The primary revenue source (approximately 95%) 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. 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 21 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 S B 23-303 which submitted a measure on the November 2023 ballot known as P roposition 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 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. P roposition 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 the 2024 budget year only. SB23B-001 also established a property tax commission tasked with studying the property tax structure in Colorado and bringing recommendations to the legislature. During the last week of the regular legislative session in May 2024, the state legislature passed SB24-233. Provisions of SB24-233 include limiting property tax revenue increases to 5.5% annually, reduced residential and commercial property assessment rates, and creating different assessment rates for school districts. Two initiatives to reduce property taxes were to be included in the November 2024 ballot. In order to have the sponsoring groups remove the initiatives from the ballot, the governor called a special session to further address property taxes in August 2024. HB24B-1001 was passed during the special session. SB24-233 and HB24B-1001 continued most of the provisions of SB23B-001 for budget year 2025. The provisions of HB24B-1001 limit property tax revenue increases to 10.5% per reassessment cycle and further reduces assessment rates for residential and commercial property which will have a negative impact on HPLD property tax revenue starting with budget year 2026. 22 Both SB24-233 and HB24B-1001 include a provision allowing the local government to go to the voters to request that the local government be allowed to exceed the imposed revenue limit. 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%. Oil and gas prices decreased in 2023, so budgeted property tax revenue for 2025 decreased by more than 20%. Historial Price of WTI (West Texas Intermediate) Crude Oil per Barrell per inacrotrends.net data as of November 19, 2024. $130 $120 $110 $100 590 $80 $70 \I $60 $50 $40 $30 $20 2016 2018 2020 2022 2024 WTI Closing Price Forecast per longforecast.com data as of November 19, 2024 100.00 80.00 60.00 40.00 20.00 ti) ,�tx ,tip ,.�� �� 1/61/ ,� �< ,�� r ,Lto 1/61' � 1/6.1/ co 19) ,),1/4)o el o 11 r'\ e'0 11\ 1119,, ,tip ,� 1� �' 1� 'ti° P r 1°1° 1° 1 1° 1° 1° 1° '1 1° 1° 1° `l° '`L° 1° 1° `'i° 1° �� r a� ��� ��� ��� ac\ 6\ a� �\� ��� �q, aF\ r �� �\� ��� met a�� ,c°r a� \a `s�b�Al/ , sts 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. HPLD may be required to issue temporary credits on the mill levy to comply with the revenue increase limits imposed under HB24B-1001. 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 or override of the imposed annual property tax revenue increase limits. 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. A decrease in oil and gas prices and production in 2023 is the main factor causing the decrease in budgeted property tax revenue for 2025. Long-range financial plans and projections were reevaluated in 2024 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 2024, the Finance Department received information from Weld County 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 u sed to refine the financial projection for High Plains Library District. The projection was considered in developing the budget for 2025. 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 from recent legislation have had a n egative impact on HPLD revenues. The annual revenue property tax increase limit and further assessment rate reductions will have a negative impact on HPLD revenues. In response to the expected future revenue levels, emphasis will need to be 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 planned for some additional increases in FTE to satisfy the demand for the innovation spaces and other library services. Some additional staff requests have been included in the 2025 budget to help meet demand for use of the makerspaces and traditional library services. Beyond 2025, 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 u ser-friendly options have been identified and replaced some databases and electronic resources. Public computing center use was evaluated, and low use facilities were closed. Computer use in the libraries is regularly evaluated and computer inventory is managed 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. The Lincoln Park building was sold in July 2024. 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 2025 through 2029 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. 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, 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 and programs 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 planning to update 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. 26 The 2025 budget includes funds allocated for the following projects: Carbon Valley Regional Library Renovations - upgrading and renovating the existing library. Project includes carpeting, paint, furniture replacement, makerspace equipment, and outside improvements. Estimated total project cost of $1,500,000. This project started in 2024 and will be completed in early to mid 2025. Farr Regional Library Renovations — upgrading and renovating the existing library. Project includes carpeting, paint, and other improvements. Estimated total project cost of $850,000. This project started in 2024 and will be completed in early to mid 2025. DSS Archive / Expansion — Feasibility and needs assessment, project scope determination, and design for a capital project was undertaken in 2023. Planning continued throughout 2024. The project plans include archive space, storage space, office space, and public space. The 2025 budget includes $15,000,000 for this estimated $20,000,000 project. Estimated completion in 2026. Mead Library — a library in Mead that will be approximately 10,000 square feet. Estimated total project cost of $14,000,000. Estimated completion in 2026. 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 Salaries Estimated Annual Benefits and Annual Estimated Utilities including Estimated Operating Maintenance Repairs Annual Costs and Carbon Regional Renovations Valley Library No costs additional expected No costs additional expected $5,000 Regional Library No costs additional expected No additional costs expected No expected additional costs Farr Renovations DSS Archive / No costs additional expected $30,000 $30,000 Expansion Mead Library $300,000 $30,000 $ 50,000 The projects are expected to be financed using available cash and investments, a decrease in earnings on investments is expected. 27 Debt The legal debt limit for High Plains Library District is 1.5% of assessed value or $255,212,794 as of December 31, 2024. 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, 2024. High Plains Library District has no current plans to issue new debt. Position Summary Schedule 2023 2024 Budgeted 2025 Librarians 35 36 38 Library Associates 62 63 66 Pages and Materials Clerks 42 42 42 Innovation Space 4 9 12 9 9 9 Facilities Collection Resources 14 14 14 Information Innovation Technology 9 11 11 Community Marketing Relations and 5 5 5 Managers and Supervisors 30 30 30 Administration (Executive 8 9 9 Director, Associate Directors, Foundation) HR, Finance, Total 218 228 236 • 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. The additional staff budgeted for 2025 is for additional innovation technicians to help meet demand in the innovation spaces, an exhibits specialist to support the children's space at LINC, and additional librarian and library associate hours to help meet service demand at LINC and Erie. 28 WELD COUNTY, COLORADO Rio Blanco Montrose San Miguel Dolores Montezuma Garfield Delta Ouray San loan La Plata Roue. Eagle Pitkin Gunnison Hinsdale Mineral Archuleta Jackson Latimer Boulder Clear Creek Summit _ Chaffee Saguache Rio Grande Conejos Alamosa aersor Douglas Teller Fremont Custer Costilla Huerfano Adams Arapahoe El Paso Pueblo Elbert Logan Morgan Phillips Washington Lincoln Crowley Otero Las Animas Sedgwick 1 Yuma Kit Carson Cheyenne Kiowa Prowers LIBRARY LOCATIONS He -ref otd Pawnee National Grassland Nunn Kept a Pe_'rce 25; , `4Severance , windsor- GilcrSt Frederick Eaton r ._G Brnggsdale 1° 392 Raymer 71 Avalo Ston.eh 7i Grover Library Kersey Library Riverside Library & Cultural Center Centennial Park Library LINC Library & Innovation Center Farr Regional Library Carbon Valley Regional Library Erie Community Library 29 • LIBRARY LOCATIONS 1 • 1 A i Farr Regional Library Erie Community Library Carbon Valley Regional Library 7 Park Avenue, Firestone Centennial Park Library 2227 23rd Avenue, Greeley Erie Community Library 400 Powers Street, Erie *Farr Regional Library 1939 61st Avenue, Greeley -Inv Kersey Library 332 3rd Street, Kersey LINC Library & Innovation Center 501 8th Avenue, Greeley Weld County Riverside Library & Cultural Center 3700 Golden Street, Evans **Grover Library 402 Chatoga Ave, Grover *Not pictured above. 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 a small 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. 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 hold up to 150,000 items and has 29 public access computers. The library includes two 31 community meeting rooms, four individual study rooms, a cozy fireplace area, children's storytime room, outdoor patio, amphitheater, cafe, 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 48 public access computers. The library includes a computer commons area with a separate computer lab for teaching technology classes. The building contains four study rooms, a conference room, a community meeting room, and a space for teens, which includes their own computer lab and video games. The Centennial Park library remodel was completed in 2024. Some exciting changes include a 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. On the lower level, a water vapor fireplace sets and cozy mood for reading. 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 18 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 underwent a renovation in 2020 and added 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 32 previously using library open areas to work, allow groups to collaborate in separate 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 27 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 donated land in Grover, and the library secured a building that is approximately 1,792 square feet. HPLD opened the library in November 2024. The facility includes a small library collection, computer access, and a small community room for meetings. The service model for this location is for limited staffed hours with some self-service access for the patrons during non -staffed hours. Grover is being used as a pilot location for this service model that HPLD could potentially use for future small, rural locations similar to this facility. 33 Kersey Library To meet the needs of the growing Kersey community, the library renovated a location 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 LINO (Library INnovation Center), a 63,000 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 34 wealth of resources and services. 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. Mead Library HPLD is working with the Town of Mead to provide library services in a new library facility to the residents of Mead and the surrounding area. This community library is planned to open in 2026 and will hold up to 27,500 items. The 13,500 square foot facility will provide public access computers, Wi-Fi, printing, scanning, and faxing. The library is designed to offer a variety of spaces to meet the diverse needs of the community, including a community meeting space, a children's room with a feature wall and a fireplace, an outdoor patio, 2 study rooms, a teen space, and a flex space where makerspace programming will be provided. Views off to the West showcase the mountains and the palette and design elements of the library draw inspiration from the agricultural history and natural beauty of the area. Riverside Library & Cultural Center Located in Old Town Evans, the Riverside Library serves as a vibrant hub for the surrounding neighborhoods and the broader Evans community. The 18,500 square foot library is part of a multi -purpose cultural center which is managed and maintained by the City of Evans. With a capacity of up to 30,000 items and 21 public access computers, the library offers a The library boasts a range of spaces designed to cater to the diverse needs of its visitors. It features areas for collaboration, meetings, and quiet study, including four study rooms, a cozy fireplace, ample casual seating, and a multi -purpose room for various library programs. Additional amenities include public computers, WI-FI, printing services, and a broad array of programs for children, teens, and adults. The cultural center component, overseen by the City of Evans, encompasses large, well- equipped meeting rooms, local history exhibits, and office spaces. Outside an inviting plaza with a play area for children enhances the center's community appeal. 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 35 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. • Partner with community agencies to support community -wide success. • 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. 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. Service delivery includes 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 and in -classroom 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. 36 [ELM presence in our community. 2650 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 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 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. 37 DISTRICT SUPPORT SERVICES District Support Services is responsible for the operation of the branch library system, long range planning, 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 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: 38 • 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: • 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 Executive Director. 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 39 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. • 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. • Grounds maintenance and landscaping services — these routine services ensure that the grounds around the facilities are safe, functional, and appealing. Some of these services are provided by paid staff, and in other cases the services are contracted. • Safety and security services — ensure that the workplace is a safe environment for employees and visitors. Security services are contracted for two of the libraries — Centennial Park and LINC. • 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 40 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 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 2025 include raising funds for HPLD's upcoming Mobile Workforce Unit through grants and events like the Innovation Luncheon, and sustained support for programs to be determined by the staff funding request process in 2024. 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 Highlights from 2024 Goal Department to Objectives Performance Measures Results Tie Strategic Plan libraries Capital Grover, District Services, Carbon Libraries Projects in addition Support and Valley Mead refreshing and — at and Farr Executive Associate Facilities Human Finance Director Resources Gather spaces a community place — library provide for members Complete the within budget projects on schedule and for patrons, public, to provide library operate the district Grover be completed construction completed library in and in and 2025 2024. library DSS expansion refreshes Mead library to to be Grover library completed opened in November and 2024 2024 will mid 2025 provide facilities and employees services and Refreshes be completed Mead library construction mid 2025. began in late early to and DSS to begin Plan to be mid 2026. expansion in early to completed in early to life HPLD pipeline members programs development skills serving for and community by focused developing as a workforce skills on Branch MOVE services Grow Provide patrons learn and develop with an opportunity to marketable skills Patrons HPLD Patrons and and learning learned programs equipment using the to on enhanced innovation use the technology skills spaces at LINC staff had launched the Home Building Institute training and life skills with will qualify for pre -apprenticeship in construction. OSHA 10 A partnership for certifications developed our first set the The Certificate. with Snap-On has and we have of tools. in 2025. participates certificates first is the Tools been received Programming will begin Build alignment HPLD continuous improvement better efforts internal to support toward All Grow Continue to Build Organization a Better to be a more efficient organization 95% strategic how achieving of their employees goal work that of HPLD is contributing goal. can name and describe a toward HPLD did or hold a staff in 2024. A for February focus on Building Organization. not survey day to staff day 28, 2025 a staff on this focus on this is planned and effective that will Better language language Support the achieve goals, all community their in their sections literacy or a of to native secondary Excellence Coordinator Programming Grow Improve literacy community skills in the Improved Improved literacy reading rates readiness LINC and offering ESL partnership Health. HPLD continued before kindergarten, Centennial Park are through a Mental 1,000 books 100 books Classes with Aroura the summer adults read encourage for all ages. before graduation, reading, and programs that and literacy on reading 42 HPLD 2025 Strategic Plan Initiatives `, Department Tie to Strategic Plan Start Date Due Date Measures Capital District Valley Projects Support and — Services, Farr Libraries library in Mead, and refreshing addition at Carbon Executive Associate Facilities Human Finance Director Resources Gather a place — library for spaces provide community members 01/01/2024 12/31/2026 Library 2025. expansion Projects budget. refreshes Mead to completed library be to completed be construction on completed schedule in 2026. and in and early DSS within HPLD members skills serving and by developing workforce as a skills development pipeline programs for community focused on life Branch MOVE services Grow 01/01/2025 12/31/2025 60% within of the households past year have used HPLD services Support their all literacy sections goals of the community to achieve Excellence Coordinator Programming Grow 01/01/2025 12/31/2025 60% within of the households past year have used HPLD services 43 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2025 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 2023 Actual $ 64,612,292 52,216,803 2,263,182 4,486,509 58,966,494 123, 578, 786 21, 003, 927 9,145, 528 1,034,088 2,000,009 3,196,192 3,261 ,444 811,069 1,210,432 11,513,234 41,662,689 17,303,805 81,916,097 10,501,964 1,634,400 10,000,000 59,779,733 $ 81,916,097 2024 Budget $ 73,372,119 68,939,989 1,440,000 210,801 70,590,790 143,962,909 27,066,497 17,989,510 dli 1,237,655 2,520,307 3,705,502 4,468,483 1,292,842 1,311,676 14,536,465 59,592,472 10, 998, 318 84,370,437 13, 533, 249 2,111,400 10, 000, 000 58, 725, 788 $84,370,437 2024 Estimated $ 81,916,097 68,939,989 1,440,000 210,801 70,590,790 152,506,887 27, 066,497 5,360,000 INES 1,237,655 2,520,307 3,705,502 4,468,483 1,292,842 1,311,676 14, 536,465 46,962,962 23,627,828 105,543,925 13,533,249 2,111,400 10,000,000 79,899,276 $105,543,925 2025 Budget $105,543,925 54, 088, 098 1,440,000 1,312,941 56,841 7 039 162, 384, 964 31, 048, 331 30,706,444 il 1,421,782 1,764,231 2,440,252 3,581,555 1,477,912 1,055,985 11,741,717 73,496,492 (16,655,453) 88,888,472 15,524,1 66 1,665,843 10,000,000 61, 698,463 $ 88,888,472 2026 Planned $ 88,888,472 43,270,479 1,500,000 1,140, 000 45,910,479 134,798,951 32,261,160 9,492, 000 1,279,604 1,587,808 2,196,227 3,223,400 1,330,121 950,387 10,567,547 52,320,707 (6,410,228) 82,478,244 16,130, 580 1,343,114 10, 000, 000 55, 004, 550 $ 82,478,244 45 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2025 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 2023 Actual 2024 Budget $ 51,570,599 $ 67,628,142 646,204 902,004 IMO dIMPI 2,263,182 54,479,985 36,526 4,164,410 246,337 39,236 4,486,509 $58,966,494 OM 404,449 5,394 1,440, 000 70,379,989 25,000 100,000 77,801 8,000 210,801 $70,590,790 2024 Estimated $ 67,628,142 902,004 404,449 5,394 1,440, 000 70,379,989 25,000 100,000 77,801 8,000 210,801 $70,590,790 2025 Budget 53, 221, 522 832,548 33,504 524 1,440, 000 55,528,098 25,000 1,200,000 79,941 8,000 1,312,941 $56,841,039 2026 Planned 42,604,021 666,458 IIMI IMP 1,500,000 44,770,479 55,000 1,000,000 75,000 10,000 1,140,000 $45,910,479 46 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2025 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/turn over $5000 New Computers & Other Technology Capital Improvements Construction Graphics TOTAL CAPITAL OUTLAY TRANSFERS OUT Transfers - Debt Service Fund TOTAL TRANSFERS TOTAL CAPITAL OUTLAY & TRANSFERS Distribution to Member Libraries 2022 Actual 10,481,461 3,075,610 63,186 966 38,726 72,159 237,708 147,652 31,252 13,331 37,380 70,092 78,041 324,799 53,699 116,451 160,903 78,029 1,712,205 11,150 450,549 28,650 205,123 530,356 261,879 1,410 15,362 30,385 34,206 7,328 42,343 774,422 557,121 45,620 90,759 36,433 405,349 60,812 1,108 430,636 13,304 175,972 21,003,927 57,934 130,493 8,957,101 9,145, 528 9,145, 528 11,513,234 2024 Budget 12,840,559 4,879,413 88,000 1,980 85,020 130,000 223,875 238,769 36,782 24,000 43,499 86,605 86,300 372,500 103,800 156,500 397,550 95,200 1,936,655 24,000 500,000 34,700 216,400 350,950 327,266 137,500 25,000 59,326 39,600 13,115 62,200 1,113,750 552,000 55,500 155,000 42,500 614,535 115,000 9,248 574,000 15,900 200,000 2,000 27,066,497 35,000 70,000 255,000 17,629,510 17,989,510 17,989,510 14,536,465 2024 Estimated 12,840,559 4,879,413 88,000 1,980 85,020 130,000 223,875 238,769 36,782 24,000 43,499 86,605 86,300 372,500 103,800 156,500 397,550 95,200 1,936,655 24,000 500,000 34,700 216,400 350,950 327,266 137,500 25,000 59,326 39,600 13,115 62,200 1,113, 750 552,000 55,500 155,000 42,500 614,535 115,000 9,248 574,000 15,900 200,000 2,000 27,066,497 35,000 70,000 255,000 5,000,000 5,360,000 5,360,000 14,536,465 2025 Budget 14,928,727 5,670,369 95,000 1,980 130,938 90,000 247,099 244,069 38,093 14,500 47,966 97,229 204,300 367,000 103,000 150,000 492,609 98,043 2,257,500 27,000 650,000 34,400 298,770 462,660 379,556 155,263 25,000 73,379 53,000 11,790 91,700 891,000 554,000 55,500 165,000 47,000 687,991 90,000 134,650 630,000 13,250 225,000 14,000 31,048,331 510,000 7,500 2,121,944 28,067,000 30,706,444 30,706,444 11,741,717 TOTAL DIST TO MEMBER LIBRARIES 11,513,234 14,536,465 14,536,465 11,741,717 2026 Planned 15,675,166 5,798,029 100,000 1,980 72,300 90,000 247,155 244,069 36,908 14,500 48,116 91,729 204,300 384,575 116,150 165,050 492,609 111,200 2,495,321 31,000 650,000 33,200 313,686 500,000 379,556 158,000 25,000 76,021 53,000 11,890 91,700 935,550 554,000 55,500 165,000 47,000 690,000 90,000 124,650 630,000 13,250 230,000 14,000 32,261,160 ii 80,000 9,412,000 9,492,000 9,492,000 10,567,547 10, 567, 547 TOTAL EXPENDITURES 41, 662, 689 59, 592, 472 46,962,962 73,496,492 47 52, 320, 707 Branches 20 10 . 71 15 . 74 . 72 . 30 . 35 45 Carbon Valley Centennial Park Erie Farr Grover Kersey Lincoln Park LINC Mead 6110 Salaries 1,242,750 1,263,811 1,119,644 1,603,198 84,896 161,117 - 2,203,732 6112 Benefits 472,245 480,248 425,465 609,215 29,714 61,224 - 837,418 6136 Workers' Compensation Total Salaries & Benefits 1,714,995 1,744,059 1,545,109 2,212,413 114,610 222,341 - 3,041,150 - 6000 Distribution to member libraries 6205 Bank fees 6220 Minor equipment/Furniture <$5k 16,248 7,550 26,750 2,000 2,600 7,500 - 3,690 6236 Janitorial supplies 6249 Operating supplies 16,500 20,200 19,300 13,000 6,120 3,160 - 69,800 6250 Bib processing supplies 6310 Postage 100 1,314 125 25 15 - - 6320 Printing 6340 Memberships 1,050 500 405 200 100 150 - 300 6345 Public relations 6358 Programs 6362 Electric 55,000 52,000 50,000 70,000 5,000 5,000 - 60,000 6364 Water & sewer 15,000 5,500 15,000 22,000 3,000 1,500 - 18,000 6365 Natural gas 20,000 15,000 12,000 20,000 5,000 3,000 - 50,000 6367 Telephones 6369 Disposal services 15,000 9,000 5,000 10,000 2,000 3,000 - 20,000 6379 Professional contracts 5,900 70,720 1,160 - - 113,152 6380 Gasoline, motor oil, lubricants 6382 Repair maint.- bldg 6384 Repair maint.- vehicles 6385 Repair maint.- office equip. - 250 - - 6387 Repair, maint., replacement / computer 6388 Repair maint.- on-line comp 6389 Repair maint.- other equip. 5,000 - 12,000 12,000 6393 Tuition reimbursement 6394 Travel & mileage 3,275 621 1,740 201 1,200 600 - 2,320 6395 In -House Training 6396 Meetings 540 300 450 400 100 - - 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 7,500 - - 6940 Improvement to Buildings - 6954 New Computers & other technology 6985 Lease debt service 6986 Opening Day Collection 6987 Construction Graphics 1,876,108 1,926,764 1,675,879 2,363,399 139,630 246,616 - 3,390,412 - 6980 Capital improvements - - Total 1,876,108 1,926,764 1,675,879 2,363,399 139,630 246,616 - 3,390,412.00 - 48 A Branches 73 40 Riverside Outreach Admin Dist. Mbr To Lib 2025 2026 TOTAL TOTAL 6110 Salaries 979,894 993,033 5,276,652 14,928,727 15,675,166 6112 Benefits 372,360 377,353 2,005,127 5,670,369 5,798,029 6136 Workers' Compensation 95,000 95,000 100,000 Total Salaries & Benefits 1,352,254 1,370,386 7,376,779 20,694,096 21,573,195 6000 Distribution to member libraries 11,741,717 11,741,717 10,567,547 6205 Bank fees 1,980 1,980 1,980 6220 Minor equipment/Furniture <$5k 15,000 4,500 45,100 130,938 72,300 6236 Janitorial supplies 90,000 90,000 90,000 6249 Operating supplies 12,650 10,000 76,369 247,099 247,155 6250 Bib processing supplies 244,069 244,069 244,069 6310 Postage 159 125 36,230 38,093 36,908 6320 Printing 14,500 14,500 14,500 6340 Memberships 200 650 44,411 47,966 48,116 6345 Public relations 97,229 97,229 91,729 6358 Programs 204,300 204,300 204,300 6362 Electric 25,000 45,000 367,000 384,575 6364 Water & sewer 8,000 15,000 103,000 116,150 6365 Natural gas 10,000 15,000 150,000 165,050 6367 Telephones 492,609 492,609 492,609 6369 Disposal services 4,000 30,043 98,043 111,200 6379 Professional contracts 68,761 1,997,807 2,257,500 2,495,321 6380 Gasoline, motor oil, lubricants 16,000 11,000 27,000 31,000 6382 Repair maint.- bldg 650,000 650,000 650,000 6384 Repair maint.- vehicles 26,400 8,000 34,400 33,200 6385 Repair maint.- office equip. 200 - 298,320 298,770 313,686 6387 Repair, maint., replacement / computer 462,660 462,660 500,000 6388 Repair maint.- on-line comp 379,556 379,556 379,556 6389 Repair maint.- other equip. 126,263 155,263 158,000 6393 Tuition reimbursement 25,000 25,000 25,000 6394 Travel & mileage 500 5,600 57,322 73,379 76,021 6395 In -House Training 53,000 53,000 53,000 6396 Meetings 300 750 8,950 11,790 11,890 6397 Out -of -House Training & Conferences 91,700 91,700 91,700 6398 Treasurers fee 891,000 891,000 935,550 6410 Books 554,000 554,000 554,000 6425 Newspapers/periodicals 55,500 55,500 55,500 6430 Ebooks 165,000 165,000 165,000 6460 Compact discs 47,000 47,000 47,000 6480 Software 687,991 687,991 690,000 6490 DVD/BluRay 90,000 90,000 90,000 6495 Other expense 134,650 134,650 124,650 6496 Electronic resources 630,000 630,000 630,000 6500 Platform Fees 13,250 13,250 13,250 6510 Insurance 225,000 225,000 230,000 6520 Equipment rental 14,000 14,000 14,000 6530 Lease / rental expense - - - 6952 Equip/furniture - over $5000 - - 7,500 - 6940 Improvement to Buildings - - 6954 New Computers & other technology 2,121,944 2,121,944 80,000 6985 Lease debt service - - - 6986 Opening Day Collection 510,000 510,000 - 6987 Construction Graphics - - - 1,428, 263 1,503,172 19,137, 532 11, 741, 717 45,429,492 42, 908, 707 6980 Capital improvements - 28,067,000 28,067,000 9,412,000 Total 1,428,263 1,503,172 47,204,532 11,741,717 73,496,492 52,320,707 49 Administration 50/51 Admin 01 BOT Exec 02 Dir Assoc 03 Dir Community Relations 53 Information Technology 54 55 Human Resources Departments 6000 Tax Distrbtn - member libraries 11,741,717 6136 Workers' Compensation 95,000 6205 Bank fees 6220 Minor equipment/furniture <$5k - 20,200 8,000 7,600 1,000 6236 Janitorial supplies 6249 Operating supplies 6,500 750 1,200 495 42,500 11,124 3,000 6250 Bib processing supplies 6310 Postage 50 10 100 100 - 6320 Printing 13,500 - 6340 Memberships 300 1,200 450 16,995 11,342 8,349 6345 Public relations 83,355 12,874 6358 Programs 204,300 - 6362 Electric 45,000 6364 Water and sewer 15,000 6365 Natural gas 15,000 6367 Telephones 492,609 6369 Disposal services 25,000 5,043 6379 Professional contracts 75,000 12,140 30,120 113,269 227,173 6380 Gasoline, Motor Oil, Lubricants 5,000 6382 Repair maint.- bldg 6384 Repair maint.- vehicles 3,000 6385 Repair maint.- office equip 298,320 6387 Repair, maint., replacement / computer 462,660 6388 Repair maint.- online comp 379,556 6389 Repair maint.- other equip. 126,263 6393 Tuition reimbursement 25,000 6394 Travel & mileage 2,800 3,500 1,020 600 34,320 1,200 6395 In -House Training 53,000 6396 Meetings 2,000 3,500 500 1,500 400 200 6397 Out -of -House Training&Conferences 500 1,200 90,000 6398 Treasurers fee 891,000 6410 Books 6425 Newspapers/periodicals 6430 Ebooks 6460 Compact discs 6480 Software 687,991 6490 Video/DVD 6495 Other expense 100,000 6,000 6496 Electronic resources 6500 Platform Fees 6510 Insurance 225,000 6520 Equipment rentals 12,000 6530 Lease / rental expense - Capital Outlay 6952 Equipment over $5000 - 6940 Improvement to Buildings 6954 New Computers & Other Technology - 2,121,944 6980 Capital improvements - - 6985 Lease debt service - 6986 Opening Day Collection 6987 Construction Graphics - DEPARTMENT TOTAL 13,134,267 6,350 110,600 245,115 204,670 4,764,541 421,796 50 Administration i Finance 56 57 Foundation ii Facilities Services 58 59 Collection 2025 2026 Departments Resources Total Total 6000 Tax Distrbtn - member libraries 11,741,717 10,567,547 6136 Workers' Compensation 95,000 100,000 6205 Bank fees 1,980 1,980 1,980 6220 - 5,000 3,300 45,100 17,650 Minor equipment/furniture <$5k 6236 Janitorial supplies 90,000 90,000 90,000 6249 Operating supplies 750 400 9,650 76,369 64,825 6250 Bib processing supplies 244,069 244,069 244,069 6310 Postage 1,095 550 34,325 36,230 36,160 6320 Printing 1,000 14,500 14,500 6340 Memberships 1,320 1,055 3,000 400 44,411 44,361 6345 Public relations 1,000 97,229 91,729 6358 Programs 204,300 204,300 6362 Electric 45,000 46,000 6364 Water and sewer 15,000 16,000 6365 Natural gas 15,000 16,000 6367 Telephones 492,609 492,609 6369 Disposal services 30,043 33,100 6379 Professional contracts 130,405 - 982,000 427,700 1,997,807 2,255,588 6380 Gasoline, Motor Oil, Lubricants 6,000 11,000 11,000 6382 Repair maint.- bldg 650,000 650,000 650,000 6384 Repair maint.- vehicles 5,000 8,000 8,000 6385 Repair maint.- office equip 298,320 313,236 6387 Repair, maint., replacement / computer 462,660 500,000 6388 Repair maint.- online comp 379,556 379,556 6389 Repair maint.- other equip. - 126,263 130,000 6393 Tuition reimbursement 25,000 25,000 6394 Travel & mileage 402 900 10,000 2,580 57,322 59,364 6395 In -House Training 53,000 53,000 6396 Meetings 750 100 8,950 9,050 6397 Out -of -House Training&Conferences - 91,700 91,700 6398 Treasurers fee 891,000 935,550 6410 Books 554,000 554,000 554,000 6425 Newspapers/periodicals 55,500 55,500 55,500 6430 Ebooks 165,000 165,000 165,000 6460 Compact discs 47,000 47,000 47,000 6480 Software - - 687,991 690,000 6490 Video/DVD 90,000 90,000 90,000 6495 Other expense 3,650 25,000 134,650 124,650 6496 Electronic resources 630,000 630,000 630,000 6500 Platform Fees 13,250 13,250 13,250 6510 Insurance 225,000 230,000 6520 Equipment rentals 2,000 14,000 14,000 6530 Lease / rental expense - - Capital Outlay 6952 Equipment over $5000 - - - - 6940 Improvement to Buildings 6954 New Computers & Other Technology - - 2,121,944 80,000 6980 Capital improvements 28,067,000 28,067,000 9,412,000 6985 Lease debt service - - 6986 Opening Day Collection 510,000 510,000 - 6987 Construction Graphics - DEPARTMENT TOTAL 135,952 9,305 29,820,000 2,811,874 51,664,470 29,607,274 51 RESOLUTION TO ADOPT BUDGET 24-3 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 2025, AND ENDING ON THE LAST DAY OF DECEMBER 2025. 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 9, 2024, 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 $ $73,496,492 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 $ 105,543,925 2,786,969 54,054,070 $162,384,964 $ 52 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 9th day of December, AD., 2024. Attest: I • w` r chairma , Boa d of Trustees Attest: Secretary/Treasurer, Board of Trustees 53 RESOLUTION TO APPROPRIATE SUMS OF MONEY 24-4 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 I-IIOH PLAINS LIBRARY DISTRICT, , COLORADO, FOR THE 2025 BUDGET YEAR. WHEREAS, the Board of Trustees has adopted the annual budget in accordance with the local Government Budget Law, on December 9, 2024 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 Nigh 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 Capital Outlay Transfers (internal activities) Distribution to Member Libraries $31,048,331 30,706,444 11,741,717 Total General Fund $73,496,492 Debt Service Fund: Principal & Interest & Other ADOPTED, this 9111 day of December, A.D., 2024. ATTEST: aizA f itp, Chairman, and of Trustees ATTEST/ Secretary/Treasurer, Board of Trustees 54 RESOLUTION TO SET MILL LEVIES 24-5 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2024 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2025 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 9, 2024, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $53,221,522 WHEREAS, the 2024 valuation for assessment for the High Plains Library District as certified by the Weld County Assessor is $16,752,131,528 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 2025 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 2024. 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 gth day of December, A.D., 2024. ATTEST: hairman, ATTEST: oard of Trustees Secretary/Treasurer, Board of Trustees 55 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 A (taxing entity) 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) 12/10/2024 (local government)C $17,137,162,140.00 (GROSSD assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) $16,752,131,528.00 (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 (mm/dd/yyyy) PURPOSE (see end notes for definitions and examples) for budget/fiscal year LEVY2 2025 (yyyy) • REVENUE2 1. General Operating Expenses" 3.177 mills $ 53221521.86 2. <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR GENERAL OPERATING: 3. General Obligation Bonds and Interests 4. Contractual Obligations" 5. Capital ExpendituresL 6. Refunds/AbatementsM 7. OtherN (specify): > mills 3.177 0.002 mills mills mills mills mills mills mills $< 0 53221521.86 0 0 0 33504.26 Contact person: (print) Signed: TOTAL: Sum of General Operating Subtotal and Lines 3 to 7 Natalie Wertz 3.179 Daytime phone: Title: mills 53255026.13 970-506-8566 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 o Local Government DLG Room 521 1313 Sherman Street Denver CO 80203. •uestions? 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 56 DLG 70 (Rev.10/24) 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 57 DLG 70 (Rev.10/24) 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 governments. 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: 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. D 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. 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 of 4 DLG 70 (Rev.10/24) 58 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). 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. K 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. 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 DLG 70 (Rev.10/24) 59 RESOLUTION TO SET MILL LEVIES 24.6 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2024 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2025 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 9, 2024, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $832,548 WHEREAS, the 2024 valuation for assessment for the High Plains Library District as certified by the Boulder County Assessor is $262,054,731 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 2025 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 2024. 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 9th day of December, A.D., 2024. ATTEST: co", Chairman, oard of/Trustees ATTEST; Secretary/Treasurer, Board of Trustees 60 082001 County Tax Entity Code DOLA LGIDISID 62079 CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners' of On behalf of the the of the , Colorado. High Plains Library District (taxing entity) Board of Trustees (governing body) 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) 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 assessedvaluation of: ub itted: 12/11/2024 (local government)C 269,188, 943 (GROSSO assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) 262, 054,731 (HUG 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) (rnmlddlyyyy) PURPOSE (see end notes for definitions and examples) for budget/fiscal year 2025 LEVY2 • REVENUE2 I . General Operating ExpensesH 2, <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR. GENERAL OPERATING: 3, General Obligation Bonds and Interests 4. Contractual Obligations" 5. Capital Expenditures" 6. Refunds/Abatements' 7. Other' (specify): 3.177 mills 3.177 .002 mills 832, 547.88 832, 547.88 mills $ mills mills $ mills $ 524.11 mills $ mills Contact person: (print) Signed: TOTAL: Sum of General Operating Natalie Wertz Daytime phone: (970) o - _ \. C.\--3-/ Title: mills 506-8566 Finance Manager Include one copy of this tax entity's completedform when filing the local government's budget by January 31st, per 29-1-113 a.R.S., with the 7 i I 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 61 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 .H.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 (32-14603, C.R .) 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: N/A IllitleaTerfrPrT N/A Use multiple copies of this page as necessary to separately report all bond and contractual obligations per 32-1-1603, CR,Sp Page 2 of 4 62 DLG 10 (Rev.6/1 6) Notes: A Taxing Entity -A jurisdictionauthorized 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 governments. 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 di strict (PIO); 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: 1. a municipality is boththe 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. 1) 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. 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 10t'. 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 Max increment financing" to derive revenue from increases in assessed valuation (gross minus net, Fonn DLG 57 Line 3) attributed to the activities/improvements within the plan area. The DDA or IRA 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 URlik. 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 63 DLG 70 (Rev16/16) 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. Contractual Obligation (DLG 70 Page 1 Line 4) If repayment of a contractual obligation with property tax has beenapproved 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. M Refunds/Abatements (DLG 70 Page 1 Line ).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 abatementirefund 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 netassessed 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 of 4 64 DLG 70 (Rev.6/I 6) LEASE -PURCHASE SUPPLEMENTAL SCHEDULE TO THE ADOPTED BUDGET (29-.1-103(3)[D), C.R.S. BUDGET YEAR 2025 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 2025 $ $ 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: $ 65 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 2025 - 2029 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 2025 through 2029 totals approximately $56.64 million. The 2025 budget includes funds to construct a library in Mead, and remodel and improve district -owned facilities. Funding will be from 2025 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 2025 recommended budget. Projects included in the subsequent years (2026-2029) 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 2025 year. 67 CAPITAL IMPROVEMENT PROGRAM Location/Item Description 2025 2026 2027 2028 2029 RTU1, RTU2, RTU3, RTU4 $ 474,000 Sun Shade for play area $ 16,000 Podium $ 7,500 Total $ 497,500 $ - $ - $ - $ - 1 RTU 1, 2, and 3 258,000 Exhaust Fans - EF1, 2, and 3 8,000 Sun shades for children's patio area $ 6,000 Total $ 6,000 $ - $ 8,000 $ 258,000 $ - IStrict Support Services New Tech Eqpt (Computer, Phone, Server...) $ 2,121,944 $ 30,000 $ 40,000 $ 40,000 $ 50,000 Repair, replacement & new equipment $ 70,000 $ 70,000 $ 80,000 $ 80,000 $ 100,000 Workforce Development Vehicle $ 150,000 $ 150,000 Facilities Truck $ 60,000 RTU 2 $ 142,000 RTU 1, 3, and 4 and exhaust fan 1 $ 221,898 Special projects (Facilities) $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ 50,000 Special projects (IT) $ - $ 50,000 $ 50,000 $ 50,000 $ 50,000 Total $ 2,451,944 $ 492,000 $ 220,000 $ 441,898 $ 250,000 RTU 3 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 $ - $ - $ 76,000 $ 8,000 $ - Regional ` Roof 230,000 CU2 cooling unit 2 IT room $ 4,000 Parking lot $ 22,000 Total $ 22,000 $ - $ - $ 234,000 $ - iverside Library Expanding LA area - moving wall $ 50,000 A/C split unit $ 16,000 Total $ 66,000 $ - $ - $ - $ - Total $ - $ - $ - $ - $ - Mead Erie Opening Day Collection $ 510,000 $ 950,000 Total $ 510,000 $ - $ 950,000 $ - $ - Carbon Valley Regional Library renovations $ 1,413,000 Farr Regional Library renovations $ 740,000 DSS Expansion and Archive $ 15,000,000 $ 5,000,000 Mead $ 10,000,000 $ 4,000,000 Erie $ 2,000,000 $12,000,000 Total $ 27,153,000 $ 9,000,000 $ - $ 2,000,000 $12,000,000 Grand Total $ 30,706,444 $ 9,492,000 $ 1,254,000 $ 2,941,898 $12,250,000 68 CAPITAL IMPROVEMENT PROGRAM Opening Day Collection: Mead $ 510,000 Equipment / Furniture > $5,000 Carbon Valley $ 7,500 Sub total $ 517,500 New Computers & Other Technology: IT projects $ 2,121,944 Sub total $ 2,121,944 Capital Improvements: DSS Expansion and Archive $ 15,000,000 Carbon Valley improvements $ 1,903,000 Centennial Park improvements $ 6,000 DSS improvements $ 330,000 Erie improvements $ - Farr improvements $ 762,000 Grover $ - Riverside improvements $ 66,000 Mead $ 10,000,000 Sub total $ 28,067,000 Total Capital outlay $ 30,706,444 Opening Day Collection $ 510,000 Equipment & Furniture > $5,000 $ 7,500 New Computers & Other Technology $ 2,121,944 Capital Improvements $ 28,067,000 $ 30,706,444 Opening Day Collection Equipment & Furniture > $5,000 New Computers & Other Technology Capital Improvements 69 01-xxxx-50-01 Board of / Trustees Expense Account Actual 2023 YTD 6/30/2024 I Budget 2024 Budget 2025 Planned 2026 6220 - Minor Equipment/Furniture <$5k 6221 - E -book Readers 6236 - Janitorial supplies 6249 - Operating supplies 139 30 750 750 800 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 - and Mileage 2,419 497 2,800 2,800 2,900 Travel 6396 - Meetings 924 215 3,500 2,000 2,100 6397 - Out -of & Conferences 557 77 1,000 500 500 Training -House 6480 - Software 6495 - Other Expense 6510 - Insurance 6520 - Equipment Rentals 6940 - Improvement to Buildings 6952 - Equip/furniture-over $5000 6954 - New Computers & other technology 4,039 819 8,350 6,350 6,600 Total 71 01-xxxx-50-02 Executive Director Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5k 150 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 45,481 1,725 1,200 1,200 1,300 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 397 150 1,200 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 and Mileage 1,825 1,544 3,500 3,500 3,750 • Travel 6396 • Meetings 2,515 3,500 3,500 3,500 6397 • Out -of -House Training & Conferences 1,996 297 1,200 1,200 1,200 6480 • Software 6495 • Other Expense 100,000 100,000 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 - Equip/furniture-over $5000 6954 • New Computers & other technology Total 52,214 3,716 10,600 110,600 111,100 72 01-xxxx-50-03 Associate Directors • Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5k 200 , 20,200 200 6236 • Janitorial supplies 6249 • Operating supplies 1,227 397 995 495 525 6250 • Bib Processing Supplies 6310 • Postage 42 10 10 6320 • Printing 6340 • Memberships 451 1,010 450 450 6345 • Public Relations 6358 • Programs 78,041 59,387 86,300 204,300 204,300 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 33,618 19,629 40,450 12,140 12,140 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 • and Mileage 396 373 1,500 1,020 1,020 Travel 6396 • Meetings 298 500 500 500 6397 • Out -of -House & Conferences Training 6480 • Software 6495 • Other Expense 768 5,000 6,000 6,000 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 114,841 79,786 135,955 245,115 225,145 73 01-xxxx-10-00 Centennial Park Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 - Minor Equipment/Furniture <$5k 1,050 4,560 10,950 7,550 4,100 6221 • E -book Readers 6236 - Janitorial supplies 6249 - Operating supplies 16,207 11,932 18,900 20,200 20,100 6250 s Bib Processing Supplies 6310 - Postage 10 8 124 1,314 114 6320 - Printing 6340 - Memberships 175 150 550 500 500 6345 - Public Relations 6358 - Programs 6362 - Electric 44,541 18,056 52,000 52,000 53,000 6364 - Water and sewer 3,138 999 5,500 5,500 6,000 6365 - Natural gas 12,675 4,572 15,000 15,000 16,000 6367 - Phones 6369 - Disposal Services 8,114 3,952 9,000 9,000 10,000 6379 - Professional Contracts 58,963 38,490 68,640 70,720 74,880 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 - and Mileage 328 160 621 621 621 Travel 6395 - In -House Training 6396 - Meetings 667 113 300 300 300 6397 - Out -of -House & Conferences 25 Training 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 146,053 82,992 181,585 182,705 185,615 74 01-xxxx-15-00 Farr Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget A 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5K 1,282 1,750 2,000 2,000 6236 • Janitorial supplies 6249 • Operating supplies 9,660 4,363 11,000 13,000 13,000 6250 • Bib Processing Supplies 6310 • Postage 5 25 25 100 6320 • Printing 6340 • Memberships 94 200 200 200 6345 • Public Relations 6358 • Programs 6362 • Electric 55,733 15,888 70,000 70,000 71,000 6364 • Water and sewer 15,088 2,996 22,000 22,000 23,000 6365 • Natural gas 16,086 2,555 20,000 20,000 20,000 6367 • Phones 6369 • Disposal Services 8,765 4,068 10,000 10,000 10,500 6379 • Professional Contracts 173 1,110 1,160 1,160 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 12,000 11,000 6394 and Mileage 98 261 201 201 • Travel 6396 • Meetings 88 200 400 400 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 106,899 30,043 136,546 150,986 152,561 Total 75 01-xxxx-20-00 Carbon Valley A Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 22 - 6 0 Minor n o r Equipment/Furniture < $5 k 7 7 , 55 4 0 2 12 7 , 9 6 16,248 1 13,300 6221 - E -book Readers 6224 - CVRL Foundation Purchases 6236 - Janitorial supplies 6249 - Operating supplies 13,115 7,864 16,370 16,500 16,500 6250 - Bib Processing Supplies 6310 - Postage 100 100 100 6320 - Printing 6340 - Memberships 50 750 1,050 1,050 6345 • Public Relations 6358 - Programs 6362 - Electric 41,136 15,829 55,000 55,000 55,500 6364 - Water and sewer 5,609 1,459 15,000 15,000 15,500 6365 - Natural gas 11,691 5,556 20,000 20,000 21,000 6367 - Phones 6369 - Disposal Services 12,048 5,895 15,000 15,000 16,000 6379 - Professional Contracts 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 5,000 5,000 5,000 6394 and Mileage 1,094 628 3,275 3,275 3,275 - Travel 6396 - Meetings 272 102 540 540 540 6397 - Out -of & Conferences Training -House 6480 - Software 6495 - Other Expense 6510 - Insurance 6520 • Equipment Rentals 6940 - Improvement to Buildings 6952 - Equip/furniture-over $5000 7,500 6954 - New computers & other technology 6980 - Capital improvements 6986 - Opening Day Collection Total 92,522 37,785 149,911 161,113 153,665 76 01-xxxx-30-00 Lincoln Park Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Butt 2025 . Planned 2026 6220 • Minor Equipment/Furniture <$5k 6221 - -book Readers E 6236 • Janitorial supplies 6249 • Operating supplies 2,400 6250 • Bib Processing Supplies 6310 • Postage 6320 . Printing 6340 • Memberships 6345 • Public Relations 6358 • Programs 6362 • Electric 9,103 569 9,000 6364 • Water and sewer 1,646 610 1,000 6365 • Natural gas 5,631 2,332 4,500 6367 • Phones 6369 • Disposal Services 7,742 5,604 2,500 6379 • Professional Contracts 36,621 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 • and Mileage Travel 6396 • Meetings 6397 • Out -of -House &Conferences Training 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Rentals Equipment 6530 - Lease / Rent Expense 6952 • Equip/furniture-over $5000 6954 • New computers and other technology 6980 - Capital improvements Total 63,143 9,115 20,000 - - 77 01-xxxx-35-00 LINC C - Library INnovation novation Center Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 Expense Account 6220 • Minor Equipment/Furniture <$5K 7,291 . 9,270 9,224 3,690 - 6236 • Janitorial supplies 6249 • Operating supplies 42,067 27,863 69,800 69,800 69,800 6250 • Bib Processing Supplies 6310 • Postage 100 - - 6320 • Printing 6340 • Memberships 50 350 300 300 6345 • Public Relations 6358 • Programs 6362 • Electric 85,855 27,149 60,000 60,000 61,000 6364 • Water and sewer 6,922 6,024 18,000 18,000 19,000 6365 • Natural gas 40,472 20,327 50,000 50,000 51,000 6367 • Phones 6369 • Disposal Services 13,379 9,744 20,000 20,000 21,000 6379 • Professional Contracts 59,485 53,496 94,380 113,152 113,152 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 12,000 12,000 6394 • Travel and Mileage 1,740 2,320 2,320 6396 • Meetings 220 247 300 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 255,741 154,120 323,894 349,262 349,572 Total 78 01-xxxx-40-00 Outreach A Expense Account Actual 2023 Budget 2024 I Budget 2025 Planned 2026 I YTD 6/30/2024 I 6220 • Minor Equipment/Furniture <$5k 3,620 472 3,500 4,500 3,500 6236 • Janitorial supplies 6249 • Operating supplies 18,928 5,823 15,000 10,000 11,000 6250 • Bib Processing Supplies 6310 • Postage 125 125 150 6320 • Printing 6340 • Memberships 503 1,200 650 650 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 25,115 10,684 46,900 68,761 44,641 6380 • Gasoline, Motor Oil, Lubricants 7,787 3,465 13,500 16,000 20,000 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 27,748 7,386 26,700 26,400 25,200 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 464 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 5,172 846 5,500 5,600 6,000 6396 • Meetings 565 77 1,200 750 750 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 6954 • New computers & other technology 6980 - Capital improvements Total 89,438 29,217 113,625 132,786 111,891 79 01-xxxx-45-00 Mead Library Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture 45k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 10,000 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 150 6345 • Public Relations 6358 • Programs 6362 • Electric 10,000 6364 • Water and sewer 7,500 6365 • Natural gas 9,000 6367 • Phones 6369 • Disposal Services 5,000 6379 • Professional Contracts 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 300 6396 • Meetings 100 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 - - - - 42,050 80 01-xxxx-71-00 Erie A Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5k 5,827 5,310 11,220 26,750 22,750 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 11,414 5,732 16,750 19,300 19,300 6250 • Bib Processing Supplies 6310 • Postage 25 13 100 125 125 6320 • Printing 6340 • Memberships 89 405 405 405 6345 • Public Relations 6358 • Programs 6362 • Electric 33,529 11,801 50,000 50,000 51,000 6364 • Water and sewer 9,349 2,500 15,000 15,000 15,500 6365 • Natural gas 7,452 2,992 12,000 12,000 13,000 6367 • Phones 6369 • Disposal Services 2,005 780 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 and Mileage 1,611 462 1,160 1,740 1,740 • Travel 6396 • Meetings 300 450 450 6397 • Out -of -House & Conferences Training 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 71,301 29,590 111,935 130,770 129,770 Total 81 01-xxxx-72-00 Kersey Library Account Actual 2022 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 Expense 6220 - Minor Equipment/Furniture <$5k 1,674 763 10,200 7,500 3,000 6221 - E -book Readers 6236 - Janitorial supplies 6249 - Operating supplies 1,962 267 2,560 3,160 4,360 6250 - Bib Processing Supplies 6310 - Postage 10 15 6320 - Printing 6340 • Memberships 10 150 150 200 6345 • Public Relations 6358 - Programs 6362 - Electric 3,354 1,075 5,000 5,000 5,500 6364 - Water and sewer 795 368 4,000 1,500 2,000 6365 - Natural gas 2,023 496 4,000 3,000 3,500 6367 5 Phones 6369 • Disposal Services 2,570 1,447 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 200 250 250 6387 - Repair, maint., replacement / computer 6388 - Repair maint. - on-line computer 6389 - Repair maint. - other equipment 6394 - and Mileage 626 600 500 Travel 6396 - Meetings 122 25 100 6397 - Out -of -House &Conferences Training 6480 - Software 6495 • Other Expense 6510 - Insurance 6520 Equipment Rentals 6530 • Lease / Rental expense 6952 - $5000 Equip/furniture-over 6954 - New computers and other technology 6980 - Capital improvements Total 12,532 4,426 29,771 24,275 22,810 82 01-xxxx-73-00 Riverside Library & Cultural Center Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 Expense 6220 • Minor Equipment/Furniture<$5k 2,940 718 5,500 15,000 5,000 6236 • Janitorial supplies 6249 • Operating supplies 7,876 3,715 12,500 12,650 12,650 6250 • Bib Processing Supplies 6310 • Postage 126 10 158 159 159 6320 • Printing 6340 • Memberships 102 102 300 200 200 6345 • Public Relations 6358 • Programs 6362 • Electric 22,503 1,195 25,000 25,000 26,000 6364 • Water and sewer 3,333 603 8,000 8,000 8,500 6365 • Natural Gas 9,300 2,102 10,000 10,000 10,500 6367 • Phones 6369 • Disposal Services 3,050 2,029 4,000 4,000 4,500 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 200 200 200 6387 • Repair maint. - computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 and Mileage 180 148 1,000 500 500 • Travel 6395 - In Training House 6396 • Meetings 103 82 300 300 300 6397 • Out of & Conferences Training House 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 49,513 10,704 66,958 76,009 68,509 83 01-xxxx-74 -0 0 Grover Library Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 i 2,600 1,000 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 2,500 6,120 5,620 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 100 ' 100 6345 • Public Relations 6358 • Programs 6362 • Electric 1,500 5,000 5,575 6364 • Water and sewer 300 3,000 3,150 6365 • Natural gas 1,000 5,000 5,050 6367 • Phones 6369 • Disposal Services 200 2,000 2,100 17,000 6379 • Professional Contracts 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 1,200 1,200 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 - - 22,500 25,020 23,795 84 01-xxxx-50-51 Administration Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 I Budget 2025 . Planned 2026 6136 - Workers' Compensation 63,186 51,018 88,000 95,000 100,000 6205 - Bank Service Charges 6220 • Minor Equipment/Furniture <$5k 6236 • Janitorial supplies 6249 • Operating supplies 8,575 5,102 6,500 6,500 6,500 6250 • Bib Processing Supplies 6310 • Postage 50 50 50 6320 • Printing 6340 • Memberships 1,238 2,697 6345 • Public Relations 6362 • Electric 29,045 (14,963) 45,000 45,000 46,000 6364 • Water and sewer 7,820 3,145 15,000 15,000 16,000 6365 • Natural gas 11,121 2,961 20,000 15,000 16,000 6367 • Phones 6369 • Disposal Services 20,357 10,487 25,000 25,000 28,000 6378 - High Plains RLSS Courier 6379 • Professional Contracts 64,262 41,561 44,400 75,000 425,600 6385 • Repair maint. - office equipment 6394 • Travel and Mileage 6395 - In -House Training 6396 • Meetings 9 6397 • Out -of -House Training & Conferences 6398 - fee 774,423 1,031,807 1,113,750 891,000 935,550 Treasurer's 6410 - Books 6425 - Periodicals 6480 • Software 6495 • Other expense 170 1,200 6510 • Insurance 175,972 171,720 200,000 225,000 230,000 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 1,156,178 1,306,735 1,557,700 1,392,550 1,803,700 85 01-xxxx-50-53 Community Relations and Marketing Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 _ Planned 2026 6220 S Minor Equipment/Furniture <$5k 3,806 1,828 5,000 8,000 8,000 6221 - E -book Readers 6236 - Janitorial supplies 6249 S Operating supplies 20,976 9,819 32,000 42,500 42,500 6250 - Bib Processing Supplies 6310 - Postage 87 100 100 100 6320 - Printing 13,044 3,173 23,000 13,500 13,500 6340 - Memberships 7,551 3,466 11,965 16,995 16,995 6345 - Public Relations 59,614 39,463 74,655 83,355 83,355 6358 S Programs 6362 - Electric 6364 5 Water and sewer 6365 5 Natural gas 6367 - Phones 6369 - Disposal Services 6379 - Professional Contracts 18,725 2,020 28,920 30,120 30,120 6380 - Gasoline, Motor Oil, Lubricants 4,500 5,000 5,000 6382 - Repair maint. - building 6384 - Repair maint. - bookmobile 3,000 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 and Mileage 932 592 1,250 600 600 - Travel 6396 - Meetings 984 603 1,250 1,500 1,500 6397 - Out -of -House & Conferences Training 6480 - Software 6495 - Other Expense 6510 - Insurance 6520 - Equipment Rentals 6940 - Improvement to Buildings 6952 - Equip/furniture-over $5000 6987 - Construction - Graphics Total 125,719 60,964 185,640 204,670 204,670 86 01-xxxx-50-54 - Information Technology and Innovation Expense Account Actual 2023 YTO 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5k 1,365 3,834 5,000 7,600 6240 - Supplies Resale - Flash Drives 6249 • Operating supplies 29,263 5,485 5,000 11,124 6250 • Bib Processing Supplies 6310 • Postage 100 100 6320 • Printing 6340 • Memberships 210 660 10,830 11,342 11,342 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 160,903 150,406 397,550 492,609 492,609 6369 • Disposal Services 3,362 1,500 5,043 5,100 6379 • Professional Contracts 26,044 26,956 52,075 113,269 115,000 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 205,053 104,408 216,000 298,320 313,236 6387 • Repair, maint., replacement / computer 530,356 242,567 350,950 462,660 500,000 6388 • Repair maint. - on-line computer 261,878 259,363 327,266 379,556 379,556 6389 • Repair maint. - other equipment 1,410 1,340 132,500 126,263 130,000 6394 • Travel and Mileage 9,115 2,924 21,500 34,320 36,000 6395 - In -House Training 6396 • Meetings 75 24 250 400 400 6397 • Out -of -House Training & Conferences 6480 • Software 402,637 335,828 614,535 687,991 690,000 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 12,000 12,000 6952 • Equip/furniture-over $5000 37,400 6954 • New Computers & other technology 130,493 110,548 255,000 2,121,944 80,000 6980 • Capital Improvements 6985 • Lease Total 1,758,802 1,285,105 2,390,056 4,764,541 2,765,243 87 01-xxxx-50-55 Human Resources Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 1 6220 • Minor Equipment/Furniture <$5k 525 1,200 1,000 1,000 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 2,382 1,315 700 3,000 2,400 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 109 6340 • Memberships 5,629 4,858 8,014 8,349 8,299 6345 • Public Relations 10,269 8,848 10,950 12,874 7,374 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 103,008 77,291 95,155 227,173 179,873 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 15,362 10,729 25,000 25,000 25,000 6394 • Travel and Mileage 952 863 720 1,200 1,200 6395 - In -House Training 34,206 8,598 39,600 53,000 53,000 6396 • Meetings 470 100 200 200 6397 • Out -of -House Conference & Meetings 39,765 27,172 60,000 90,000 90,000 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 Total 212,677 139,674 241,439 421,796 368,346 88 01-xxxx-50-56 Finance Account e Actual 2023 YID 6/30/2024 Budget 2024 Budget _ 2025 r Planned 2026 Expense 6205 -Bank Service Charges 965 367 1,980 1,980 1,980 6220 • Minor <$5k Equipment/Furniture 6221 • -book Readers E 6236 • Janitorial supplies 6249 • Operating supplies 420 750 750 750 6250 • Bib Processing Supplies 6310 • Postage 990 1,095 1,125 6320 • Printing 6340 • Memberships 1,312 429 1,200 1,320 1,320 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 75,831 47,921 78,525 130,405 133,155 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 • and Mileage 295 115 393 402 414 Travel 6396 • Meetings 6397 • Out -of -House & Conferences Training 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Rentals Equipment 6940 • Improvement to Buildings 6952 • $5000 Equip/furniture-over 6954 • New Computers & other technology Total 78,823 48,832 83,838 135,952 138,744 89 01-xxxx-50-57 Foundation Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 Expense Account 769 298 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 1,339 170 950 400 400 6250 • Bib Processing Supplies 6310 w Postage 29 550 550 550 6320 • Printing 178 1,000 1,000 1,000 6340 - Memberships 685 1,008 1,675 1,055 1,055 6345 • Public Relations 124 1,000 1,000 1,000 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 - Natural gas 6367 • Phones 6369 • Disposal Services 6379 - Professional Contracts 662 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 142 176 900 900 900 6395 - In -House Training 6396 • Meetings 17 161 750 750 750 6397 • Out -of -House Training & Conferences 6480 • Software 2,712 2,735 10 4,248 3,650 3,650 6495 • Other Expense 6510 - Insurance 6520 - Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 - New Computers & other technology Total 6,667 4,548 11,073 9,305 9,305 90 01-xxxx-50-58 Facilities Services Expense Account Actual 2023 YTD 6/30/2024 Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5k 5,000 5,000 5,000 6221 • E -book Readers 6236 • Janitorial supplies 72,159 27,462 130,000 90,000 90,000 6249 • Operating supplies 2,518 180 6250 • Bib Processing Supplies 6310 • Postage 177 6320 • Printing 6340 • Memberships 3,000 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 856,145 425,295 932,000 982,000 932,000 6380 • Gasoline, Motor Oil, Lubricants 3,363 1,443 6,000 6,000 6,000 6382 • Repair maint. - building 450,188 222,008 500,000 650,000 650,000 6383 • Repair maint. - grounds 200 6384 • Repair maint. - vehicles 902 449 5,000 5,000 5,000 6385 • Repair maint. - office equipment 71 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 1,651 6394 • Travel and Mileage 3,901 1,192 10,000 10,000 10,000 6396 • Meetings 6397 • Out -of Training & Conferences -House 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 2,000 2,000 2,000 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 70,000 6954 • New Computers & other technology 6980 • Capital Improvements 8,957,101 2,411,197 17,629,510 28,067,000 9,412,000 Total 10, 346, 725 3,0901877 19, 292, 510 29, 820, 000 11,115, 000 91 01-xxxx-50-59 Collection Resources Expense Account Actual 2023 YTD 6/30/2024 I Budget 2024 Budget 2025 Planned 2026 6220 • Minor Equipment/Furniture <$5k 1,019 626 3,300 3,300 3,300 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 1,326 772 9,650 9,650 9,650 6250 • Bib Processing Supplies 147,652 61,925 238,769 244,069 244,069 6310 • Postage 30,651 14,679 34,250 34,325 34,325 6320 • Printing 6340 • Memberships 18,895 60 400 400 400 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 353,726 144,884 428,200 427,700 427,700 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 1,925 1,015 2,580 2,580 2,580 6396 • Meetings 100 100 100 6397 • Out -of -House Training & Conferences 6410 - Books 556,255 274,054 552,000 554,000 554,000 6425 - Newspapers & Periodicals 45,620 23,823 55,500 55,500 55,500 6430 - Ebooks 90,759 91,580 155,000 165,000 165,000 6460 - Compact Discs 36,433 12,825 42,500 47,000 47,000 6480 • Software 6490 - DVD/BluRay 60,812 22,894 115,000 90,000 90,000 6495 • Other Expense 25,000 15,000 6496 - Electronic resources 430,637 362,763 574,000 630,000 630,000 6500 • Platform Fees 13,305 11,484 15,900 13,250 13,250 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology 6986 - Opening Day Collection 57,934 6,083 35,000 510,000 Total 1,846,949 1,029,467 2,262,149 2,811,874 2,291,874 92 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. 94 Schedule of Budget Codes Fund IMP Expense Location Codes a Location Department 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 35 LINC - Library INnovation Center 40 Bookmobile 45 Mead 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 Project Department Codes 00 None 01 Board of Trustees 02 Executive Director 03 Associate Director 51 Administration 53 Community Relations & Marketing 54 Infoimation Technology 55 Human Resources 56 Finance 57 Foundation 58 Facility Services 59 Collection Development 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 2013 2014 3513 8501 Riverside Library & Cultural Ctr. Lincoln Park Energy Performance Interlibrary Loan system Spell Grant 6000 Tax Distribution to Member Libraries Professional Contracts 5010 5015 5020 5030 5071 5072 5073 8002 Centennial Park Farr Carbon Valley Lincoln Park Erie Kersey Riverside Library & Cultural Ctr. Outreach 95 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 I 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). 96 6380 Gasoline, Motor Oil, Lubricants / Expenses for fuel and lubricants to operate District vehicles. 6382 Repair & Maintenance -Buildings I 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 I 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 I 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. 97 Budget Stringy Coding - Alpha Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting: Fund ■ ■ Definitions: Expense ■ ■ ■ ■ Location Department ■ ■ ■ ■ Pro i ect ■ ■ ■ ■ • 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. 98 Schedule of Budget Codes Fund Expense Location Location Codes 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 35 LINC - Library INnovation Center 40 Bookmobile 45 Mead 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 De Dartment De Project 3artment 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 Programs/Professional Contracts/Project Codes Programs 1010 1015 1020 1030 1071 1072 1073 8001 Project 2010 2013 2014 3513 8501 Centennial Park Farr Carbon Valley Lincoln Park Erie Kersey Riverside Library & Cultural Center Outreach - programming Riverside Library & Cultural Ctr. Lincoln Park Energy Performance project Interlibrary Loan system Spell Grant Professional Contracts 5010 5015 5020 5030 5071 5072 5073 8002 Centennial Park Farr Carbon Valley Lincoln Park Erie Kersey Riverside Library & Cultural Ctr Outreach - professional contracts Fund Code 01 General Fund I 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 I 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 100 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 I 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 I Premium paid for worker's compensation insurance policy to provide medical care to employees in the case of a work related accident. 101 High Plains Library District Proposed Budget 2025 Original Proposed Budget Adjustments to Original Proposed Budget: Adjusted property tax revenue Adjusted distributions to members Adjusted grant revenue Adjusted salaries and benefits Adjusted Carbon Valley and Farr remodel projects Adjusted New Computers and Other Technology budget Adjusted professional fees for the facilities master plan update Adjusted professional fees for retreat consultant for SLT (senior leadership team) Revenues Revenue Over / (Under) Expenditures Expenditures 57,017,912.00 72,484,015.00 (15,466,103.00) (179,013.00) 2,140.00 (110,247.00) 119,724.00 603,000.00 300,000.00 50,000.00 50,000.00 (179,013.00) 110,247.00 56,841,039.00 73,496,492.00 (16,655,453.00) A - The proposed budget was prepared based on the preliminary information and estimates. The final valuations were released by the county assessors in late November. B - The final allocation of state grant funds for libraries was released after the proposed budget was presented. C - Added 24 Library Associate hours for Erie and an additional Innovation Technician (Snap On Tools) for LINC D - Adjusted the Carbon Valley and Farr remodel projects for schedule delays - less work done in 2024 than anticipated E - Adjusted New Computers and Other Technology budget for Glenn A Jones MD Memorial Library's Milliken project F - Adjusted professional fees for facilities master plan update G - Adjusted professional fees for retreat consultant for SLT (senior leadership team) A A B C D E F G 103 High Plains Library District Assessed and Estimated Actual Value of Taxable Property Last Ten Fiscal Years (in thousands of dollars) Levy Vacant Year Land Residential Property I Commercia Property Industrial Property Natural Agricultural Resources Oil & Gas State Assessed Total Taxable Assessed Value Estimated Total Actual Direct Tax Taxable Value Rate Assessed Value as a % of Actual Value 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 46,605 55,985 48,576 65,994 57,708 76,518 66,708 85,241 74,516 108,247 102,252 915,284 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 2,506,104 620,508 655,020 677,672 764,517 785,202 959,571 988,053 1,082,697 1,104,430 1,379,293 1,420,229 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 1,3571494 1,364,066 138,769 168,228 172,787 197,001 199,744 190,691 195,667 198,835 190,161 221,751 212,805 14,625 18,440 18,187 18,605 22,062 25,222 25,995 28,255 30,236 40,644 49,501 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 10,479,847 710,011 740,461 771,524 813,039 814,026 893,660 1,036,480 1,183,431 1,409,193 958,323 1,002,358 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 17,137,162 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 67, 854,483 3.249 3.249 3.249 3.249 3.249 3.177 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% 25.256% All Other 1,961,300 2,163,868 2,368,779 2,654,473 2,700,761 3,084,343 3,530,243 3,774,663 3,978,005 4,065,752 4,151,211 104 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 2024 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 56,000,000 $4,000,000 $2,000,000 $0 1: 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Oil & Gas Residential Property ■ All Other 106 High Plains Library District Property Tax Levies and Collections Last Ten Fiscal Years (amounts expressed in thousands) Collections Levy Collect Year Year Total Tax Levy for Fiscal Year I Collected within the Fiscal Year of the Levy Tax Amount 2 Percent of Levy i n Subsequent Years 3 Total Collections to Date Tax Amount Percent of Levy 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Source: 1 Final Budget 2 YTD Treasurer's Tax Distribution 3 Not available for years not shown 21,063 27,320 35,255 26,930 27,390 33,949 45,044 43,095 34,032 51,878 68,940 21,038 26,882 35,223 26,870 27,352 33,870 44,671 42,893 33,999 51,233 68,736 99.9% 98.4% 99.9% 99.8% 99.9% 99.8% 99.2% 99.5% 99.9% 98.8% 99.7% a 21,038 26,882 35,223 26,870 27,352 33,870 44,671 42,893 33,999 51,233 68,736 99.9% 98.4% 99.9% 99.8% 99.9% 99.8% 99.2% 99.5% 99.9% 98.8% 99.7% 107 High Plains Library District Principal Taxpayers December 31, 2023 2023 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value Kerr-Mcgee Oil & Gas Onshore LP P DC Energy Inc. N oble Energy Inc. Extraction Oil & Gas LLC Civitas Resources Inc. Crestone Peak Resources LLC Bayswater Exploration and Production LLC Verdad Resources LLC Highpoint Operating Corporation Kerr Mcgee Gathering LLC Encana Oil & Gas (USA) Inc. Petroleum Development Corp. Bonanza Creek Energy Inc. P ublic Service Company of Colorado (Xcel) DCP Midstream LP Carrizo Oil & Gas Leprino Foods Total Gross Taxable Assessed Valuation Source: Weld County Assessor 3,066,233,530 2,885,278,780 2,627,218,810 834,498,710 704,112,510 664,396,360 624,072,140 578,888,910 535,460,370 510,511,950 $ 13,030,672,070 $ 21,463,563,070 1 2 3 4 5 6 7 8 9 10 14.29% 13.44% 12.24% 3.89% 3.28% 3.10% 2.91% 2.70% 2.49% 2.38% 60.71% 2014 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value 1,781,268,250 2 19.51% 1,973,801,920 1 127,427,700 389,820,220 309,929,470 285,524,130 235,758,770 179,351,570 107,845,270 99,121,120 $5,489,848,420 8 3 4 5 6 7 9 10 21.62% 1.40% 4.27% 3.39% 3.13% 2.58% 1.96% 1.18% 1.09% 60.13% 108 High Plains Library District Principal Employers - Weld County December 31, 2023 2023 Employees Percentage of Total County Rank Employment JBS Swift Beef Company Banner Health: Northern Colorado Medical Center Vestas Greeley Evans School District 6 Weld County Government University of Northern Colorado City of Greeley UC Health State Farm Insurance Aims Community College State of Colorado (includes UNC) Haliburton Energy Services Inc. Select Energy Services Total Principal Employers Other Employers Total County Employment 6,000 3,560 2,710 2,258 1,823 1,488 1,145 1,060 950 934 21,928 148,725 170,653 1 2 3 4 5 6 7 8 9 10 3.52% 2.09% 1.59% 1.32% 1.07% 0.87% 0.67% 0.62% 0.56% 0.55% 0.00% 12.85% 87.15% 100.00% Source: Weld County Annual Comprehensive Financial Report and Upstate Colorado 2014 Employees Percentage of Total County Rank Employment 4,654 1 2,885 3 2,150 5 2,400 4 1,447 7 850 9 1,790 6 3,811 1,030 752 21,769 105,962 127,731 2 8 10 3.64% 2.26% 1.68% 1.88% 1.13% 0.67% 1.40% 0.00% 2.98% 0.81% 0.59% 17.04% 82.96% 100.00% 109 High Plains Library District Demographic and Economic Statistics Last Ten Fiscal Years Year High Plains Library District Patron Population Weld County Population Total Personal Income ($ billions) Per Capita Unemployment Income Rate 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 251,308 257,157 259,688 268,307 270,901 290,103 298,361 302,022 300,565 310,855 269,785 274,487 284,876 294,397 304,435 323,637 331,895 340,018 345,152 358,111 8.35 10.74 10.60 11.20 12.50 14.70 15.30 12.70 21.00 17.30 31,657 27,047 42,787 42,701 44,080 46,172 50,198 52,054 56,553 58,860 3.90% 3.80% 3.80% 3.40% 2.70% 3.00% 7.20% 5.70% 3.00% 3.30% 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 NUMBER OF PEOPLE Preliminary 700,000 600,000 500,000 400,000 300,000 200,000 100,000 • 183,074 223,432 • for Weld County • 254,230 374,917 • • 423,208 284,855 • 331,423 YEAR Forecast 470,249 • • 514,801 2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050 556,812 • 597,004 111 Population by Age Group Weld County per Colorado State Demographer 45,831, 13% ■ Less than 18 ■ 18 to 24 25 to 44 45 to 64 ■ 65 & over 112 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 Projected Weld County Population Change per Colorado State Demographer 52,528 82,182 108,518 36,485 2025 73,16_i 108,415 132,664 41,573 2035 65 & Over 45 to 65 25 to 44 18 to 24 ■ Under 18 113 High Plains Library District Revenue and expenditure projection through 2033 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 TOTAL REVENUE 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 0.77 2022 Actual 2023 Actual 1.53 1.32 2024 Budget 0.78 0.80 0.90 1.02 1.02 1.02 1.02 2025 Budget 2026 Projected 2027 Projected 2028 Projected 2029 Projected 2030 Projected 2031 Projected 2032 Projected 1.02 1.02 2033 Projected $ 33,626,426 $ 669,340 2,071,809 51,570,599 $ 68,032,591 646,204 907,398 2,263,182 1,440,000 $ 53,255,026 833,072 1,440,000 $ 42,604,021 666,458 1,500,000 $ 38,343,619 599,812 1,515,000 $ 39,110,491 611,808 1,530,150 $ 39,892,701 624,045 1,545,452 $ 40,690,555 $ 636,526 1,560,906 41,504,366 $ 649,256 1,576,515 42,334,454 $ 43,181,143 662,241 675,486 1,592,280 1,608,203 36,367,575 29,177 1,145,248 457,525 47,673 54,479,985 70,379,989 55,528,098 36,526 4,164,410 246,337 39,236 25,000 100,000 77,801 8,000 25,000 1,200,000 79,941 8,000 44,770,479 55,000 1,000,000 75,000 10,000 40,458,431 55,550 1,700,000 75,750 10,100 41,252,450 56,106 1,360,000 76,508 10,201 42,062,197 56,667 1,088,000 77,273 10,303 42,887,987 43,730,137 57,233 870,400 78,045 10,406 57,806 696,320 78,826 10,510 44,588,975 45,464,832 58,384 557,056 79,614 10,615 58,967 445,645 80,410 10,721 1,679,623 4,486,509 210,801 1,312,941 1,140, 000 1,841,400 1,502,814 1,232,242 1,016,085 843,461 705,669 595,744 $ 38,047,198 $ 58,966,494 $ 70,590,790 $ 56,841,039 $ 45,910,479 $ 42,299,831 $ 42,755,264 $ 43,294,439 $ 43,904,071 $ 44,573,599 $ 45,294,644 $ 46,060,575 32.7% 2022 Actual 29.9% 2023 Budget 38.7% 2024 Budget 38.0% 2025 Projected 1.04 1.05 1.03 1.02 1.04 0.8 37.0% 2026 Projected 1.02 1.02 1.01 1.01 1.01 0.9 37.0% 2027 Projected 1.02 1.02 1.01 1.01 1.01 1.02 37.0% 2028 Projected 1.02 1.02 1.01 1.01 1.01 1.02 37.0% 2029 Projected 1.02 1.02 1.01 1.01 1.01 1.02 37.0% 2030 Projected 1.02 1.02 1.01 1.01 1.01 1.02 37.0% 2031 Projected 37.0% 2032 Projected 1.02 1.02 1.01 1.01 1.01 1.02 1.02 1.02 1.01 1.01 1.01 1.02 37.0% 2033 Projected $ 8,772,256 2,866,324 3,600,349 1,403,241 2,018,257 $ 10,481,461 3,138,795 3,799,136 1,432,000 2,152,535 $ 12,840,559 4,967,413 5,510,500 1,509,900 2,238,125 $ 14,928,727 5,670,369 6,198,442 1,554,750 2,696,043 $ 15,675,166 5,798,029 6,523,240 1,554,750 2,709,975 $ 15,988,669 5,913,990 6,588,472 1,570,298 2,737,075 $ 16,308,443 6,032,269 6,654,357 1,586,000 2,764,445 $ 16,634,612 6,152,915 6,720,901 1,601,860 2,792,090 $ 16,967,304 6,275,973 6,788,110 1,617,879 2,820,011 $ 17,306,650 6,401,493 6,855,991 1,634,058 2,848,211 $ 17,652,783 6,529,522 6,924,551 1,650,398 2,876,693 $ 18,005,839 6,660,113 6,993,796 1,666,902 2,905,460 18,660,427 21,003,927 27,066,497 31,048,331 32,261,160 32,798,504 33,345,515 33,902,377 34,469,276 35,046,402 35,633,947 36,232,110 7,459,980 24,325,762 11,513,234 9,145,528 14,536,465 11,741,717 10,567,547 17,989,510 30,706,444 9,492,000 9,510,792 1,254,000 9,701,008 2,941,898 9,895,028 12,250,000 10,092,929 2,000,000 10,294,787 1,500,000 10,500,683 10,710,697 1,200,000 1,200,000 $ 50,446,169 $ 41,662,689 $ 59,592,472 $ 73,496,492 $ 52,320,707 $ 43,563,296 $ 45,988,421 $ 56,047,406 $ 46,562,205 $ 46,841,189 $ 47,334,631 $ 48,142,807 (12,398,971) 77,011,262 64,612,291 Assumptions: No mill levy increase for HPLD. No additional debt after COPs were paid off in December 2019. 17,303,805 64,612,291 81,916,096 10,998,318 81,916,096 92,914,414 (16,655,453) 92,914,414 76,258,961 (6,410,228) (1,263,465) 76,258,961 69,848,733 69,848,733 68,585,268 (3,233,158) 68,585,268 65,352,111 (12,752,966) 65,352,111 52,599,144 (2,658,134) (2,267,591) 52,599,144 49,941,010 49,941,010 47,673,419 (2,039,987) (2,082,231) 47,673,419 45,633,432 45,633,432 43,551,201 114 Property Tax Assessment Rate Changes pursuant to 5B22-238 June 27/ 2022 Type of Property Assessment For 2022 Created property (payable under tax Rates in SB21-293 years 2023) — Assessment For 2023 Created property (payable under Rates tax in SB22-238 — For Created Assessment property (payable under tax in Rates year 2025) 5B22-238 — 2024 Assessment For 2025 2026) property (payable & tax thereafter Rates year 2024) year in Non- residential Hotels, `lodging motels properties' and B&Bs— 29% (Exempt Actual 27.9% first $30,000 Value) of 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% (For improved only: exempt of Actual 27.9% commercial first Value) $ 30,000 29% 29% Oil & Gas 87.5% 87.5% 87.5% 87.5% Residential apartments) Multi -family housing (i.e. 6.80% (Exempt Actual 6.765% first $15,000 Value) of 6.8% 7.15% All other residential property 6.95% (Exempt Actual 6.765% first $15,000 Value) of (set at revenue 2023 & 2024 of a level reduction $700 TBD property to million) hit a total over the tax years 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 COI ' an.A!)O c-OUNTI r.S. Irli: EWmnt.-4drurwr•Em ocrr 115 Comparison: Non -School Local Governments, SB24-233 to HB24B-1001 Dianne Criswell, SDA Chief Legal Counsel September 5, 2024 1. Residential Assessment Rates (RAR) SB24-233 HB24B-1001 — as passed Changes in HB24B-1001 • • 6.7% $55,000 exemption from actual value Same • • 6.7% $55,000 exemption from actual value PTY 2024 PTY 2025 Schools are de -coupled hereafter Same de -coupling Schools • than If statewide are de 5%, -coupled actual RAR = value 6.15% this year change and is thereafter more • than If statewide 5%, actual value change is more RAR = 6.4% • If statewide actual value change is less than RAR = 6.15% • If statewide actual value change is less than to 5%, RAR = 6.25% or equal to 5%, RAR = 6.25% or equal • 6.95% • Non actual inflation -school homestead value up to exemption, $700,000, indexed 10% of to • than If statewide actual value 5%, RAR = 6.7% change is more • than If statewide 5%, actual RAR = value 6.7% change is more PTY 2026 • If statewide to actual value 5%, RAR change = 6.8% is less than • If statewide to actual 5%, RAR value change is less than = 6.8% or equal or equal • Same homestead exemption • Non actual -school homestead value up to exemption, $700,000, indexed 10% of to inflation 116 2. Non -Residential Assessment Rates (AR) Oil and gas are not included in the below SB24-233 Changes in HB24B-1001 HB24B-1001— as passed • 27.9% • $30,000 exemption from actual value Same, but also extends reduction to lodging • 27.9% • (including $30,000 exemption lodging from actual properties) value PTY 2024 properties in PTY 2024 27% Same • 27% PTY 2025 PTY 2026 25% • 25% for improved • 26% for most other commercial nonresidential and ag • 25% for improved commercial and ag • 26% for most other nonresidential 25% Same • 25% PTY 2027 117 3. Property Tax Limit — applies to non -school, non -home rule, local governments SB24-233 Changes in HB24B-1001 HB24B-1001 — as passed Starts in Property Tax Year (PTY) 2025 Same Starts in Property Tax Year (PTY) 2025 5.5% annual 10.5% over 2 -year assessment cycle 10.5% over 2 -year assessment cycle Growth • The is from: "qualified property tax revenue" collected Growth from the Property Tax Limit is from: Base = PTY2023 tax reimbursement annually, year compounding (backfill); limit revenue changes plus state by 5.5%+ • The and "qualified retained from property whichever tax revenue" collected property tax year in and retained from whichever property tax year in a previous assessment cycle for which the local a previous assessment cycle for which the local government collected the most revenue, plus government collected the most revenue, plus • Any "carry over amount" (which is any amount • Any "carry over amount" (which is any amount that was under the 10.5% that was not collected in that the was last under assessment the 10.5% that cycle as tax was not revenue) collected in the last assessment cycle as tax revenue) Exclusions from revenue: Exclusions from revenue — same, but for: Exclusions from revenue: • Revenue from new mills is amended to be local • New construction • New • Changes construction in law for property tax classification • Changes in law for property tax classification ballot measures approved by voters on or after • Annexation/inclusion • Annexation/inclusion November 5, 2024 (if HB24B-1001 takes effect) • Clarification that revenue from a TIF expiration • Revenue from a TIF expiration • Revenue from a TIF expiration (including also Article • Adds Ownership • a applies separate that 31 revenue to of Tax Part Title section is 8 30. attributable excluded. (not of Article in list 25 to Specific of of Title exclusions), 31 and • Previously omitted property clarification in HB24B-1001) • Previously • Abated • Revenue omitted or refunded from previously property revenue exempt property • Abated • Revenue or refunded from previously revenue exempt property • Revenue from oil and gas • Revenue • Bond • Revenue • Revenue • Revenue after November from or other attributable expended from oil contractual new and 5, for mills 2024 to gas Specific declared payments approved disasters Ownership by voters Tax on or • Bond or other contractual • Revenue from new mills approved payments by voters after adds are that exempt. revenue expended for declared disasters SB24-233 takes Proclamation effect (upon Governor's 118 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 120 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 e lement 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 n umber 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 e mployees 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. 121 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. 122 GAAP-GenerallyAcceptedAccounting 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 123 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. 124 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) United States of America. ACRONYMS ADA ALA ALTA BOT CAFR CAL CGFOA CLiC COPS CRM CRS DLG DSS ESL FDIC GAAP GFOA HPLD HPLDF&F HR ILL ILS IRS IT ITI a benchmark used by oil markets, representing oil produced in the Americans with Disabilities Act American Library Association American Library Trustee Association Board of Trustees Comprehensive Annual Financial Report Colorado Association of Libraries Colorado Government. Finance Officers Association Colorado Library Consortium Certificates of Participation Community Relations and Marketing Department Colorado Revised Statutes Division of Local Government District Support Services English as a Second Language Federal Deposit Insurance Corporation Generally Accepted Accounting Principles Government Finance Officers Association High Plains Library District High Plains Library District Friends & Foundation Human Resources Interlibrary Loan Integrated Library System Internal Revenue Service Information Technology Information Technology and Innovation Department 125 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 126 Hello