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HomeMy WebLinkAbout20213469.tiff� highplains I.ibr}District b B• emo ibliotecas ;1; � l�X �imagine_Socialiie Dream I3iiild vI��:ciliadul�u 4,)Makernei-.0 v J Jloreuaiesji Connect Experience Co uv;co..i-'oriS 1220(2.1 Cc : CA 03B/Bc), Fi (t14) 124/21 2021-3469 LI000q tahighplarns AwjLibrary District • Finance Department 2650 W. 29th Street Greeley, Colorado 80631 Budget 2022 Kenneth Poncelow Chairman Jana Caldwell Teresa Curtis Board of Trustees Mary Heberlee Vice Chairman Gerri Holton Mary Roberts Secretary/Treasurer Joyce Smock 2 hi�-hplams Arzi Libbir y District Administrative Office 2650 W. 29th Street Greeley, CO 80631 District Sunnort Team Dr. Matthew Hortt, Executive Director Bob Arellano, Facilities Manager Tony Brewer, Patron Experience Specialist Marjorie Elwood, Associate Director of Public Services Eric Ewing, Associate Director of Human Resources Rosa Granado, Associate Director of Public Services 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, Manager of IT and Innovation Natalie Wertz, Finance Manager Managers Melissa Beavers, Lincoln Park Library Melanie Goldman, Carbon Valley Regional Library Rita Kadavy, Riverside Library and Cultural Center Charlene Parker, Farr Regional Library Mallory Pillard, Centennial Park Library Brittany Raines, MOVE Vacant, Erie Community Library 3 High Plains Library District Support Services Executive Li Assistant Board of , Trustees III1`ectOr Patron Experience Specialist _ Foundation Board Associate Director of Public Services Collection Resources Branch Services Associate Director of Public Services Community Engagement Community Engagement & Strategies Manager Zommunity Relations & Marketing 4 Manager of IT & IT Infrastructure Engineers IT Applications Engineer ITI Application and Support Analyst T Finance Manager Accounting Technician IT Technicians Library Process & riformation Management sE Specialist Director o Human c-Ite-souree-4 HR Generalist T Foundation Director Development Associate Training Specialist HR Assistant r highplains LIb1'aCv District Table of Contents Budget Message Letter to the Board 9 Budget Narrative 13 Strategic Goals and Strategies 13 Short -Term Organization Factors 13 Priorities and Issues 14 Fund Description and Fund Structure 16 Basis of Budgeting 16 Financial Policies 16 Budget Process 18 Fund Balance 20 Revenues 20 Long-range Financial Plans 23 Capital Expenditures 25 Impact of Capital Investments on Operating Budget 26 Debt 26 Position Summary Schedule 27 Department Descriptions 27 Colorado and Weld County Maps 28 Library Locations Map 29 Branch Services Carbon Valley Regional Library 30 Centennial Park Library 30 Erie Community Library 31 Farr Regional Library 31 Kersey Library 32 Lincoln Park Library 32 Riverside Library and Cultural Center 32 Department of Community Engagement 33 MOVE Services 33 Community Relations and Marketing Department 34 District Support Services Collection Resources Collection Development 35 Interlibrary Loan and Prospector 35 Bibliographic Services 36 5 Finance Department 36 Human Resources Department 36 Facilities Department 37 Information Technology and Innovation Department 38 HPLD Foundation and Development 38 Goals and Objectives and Performance Measures 38 Helping build Community 2021 2021 District Budget Budgeted Revenue and Expenditures 53 Budget Summary 54 Resolution to Adopt Budget 60 Resolution to Appropriate Sums of Money 62 Resolution to Set Mill Levies, Weld County 63 Certification of Tax Levies, Weld County 65 Resolution to Set Mill Levies, Boulder County 66 Certification of Tax Levies, Boulder County 68 Lease -Purchase Schedule 69 Capital Improvement Program Narrative 71 Item Description by Location 72 Department Budgets Board of Trustees 75 Executive Director 76 Associate Directors 77 Centennial Park Library 78 Farr Regional Library 79 Carbon Valley Regional Library 80 Lincoln Park Library 81 Library IC 82 Outreach Services 83 Erie 84 Kersey 85 Riverside Library and Cultural Center 86 Grover 87 Administration 88 Community Relations and Marketing 89 Information Technology and Innovation 90 Human Resources 91 Finance 92 Foundation 93 Facilities Services 94 Collection Resources 95 6 Budget String Coding Numeric Sort 97 Alpha Sort 101 Statistical / Supplemental Section Adjustments from Proposed budget to final budget 106 Long-range financial projection 107 Assessed and Estimated Actual Value of Taxable Property 108 Property Tax Levies and Collections 109 Principal Taxpayers 110 Demographic and Economic Statistics 111 Principal Employers 112 Projected Population Growth for Weld County 113 Property Tax Classification and Assessment Rate SB21-293 114 Glossary & Acronyms Glossary 116 Other Resources & Information High Plains Library District website httos://www.mylibrary.us/ Weld County Colorado website https://www.weldgov.com/ Colorado Oil and Gas Conservation Commission website 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://Iongforecast.com/oil-price-today-forecast-2017-2018-2019-2020-2021-brent-wti State of Colorado Demography website https://demography.dola.colorado.gov/population/population-totals-counties/# population-totals-for-colorado-counties Upstate Colorado website https://upstatecolorado.org/news/ Weld County literacy information https://nces.ed.gov/surveys/oiaac/skillsmao/?view=comparison&geolevel=county &first=8123 7 Budget 2022 Message highplains J Library District Administration • 2650 W. 29th St. • Greeley, CO 80631 Phone: 970.506.8550 • Fax: 970.506.8551 December 13, 2021 Dear Board of Trustees and High Plains Library District Taxpayers: It is our pleasure to submit to you our 2022 budget for your consideration and adoption. This budget was prepared by the Finance Department with input and direction from the Board of Trustees, members of the District Administrative Support Team, Library Managers, and the Executive Director. General guidelines used to formulate this document include the mission statement, the strategic plan, the capital improvement program forecast for the next five years, and financial projections of revenues and expenditures for the next 10 years. Our Mission: Helping build Community. Our Vision: High Plains Library District gives access to answers for every question. Our Values: These values help clarify the principles that guide the High Plains Library District (HPLD). As trustees, administration, and staff of the High Plains Library District, we are committed to fulfilling our mission and vision while upholding the following values: • Our Patrons - Treated with dignity, respect, and consideration; Receive exceptional level of personal customer service; Provided with a variety of library materials that reflect communities' interest and values; Access to up-to-date technology and assistance to use that technology; Enjoy a variety of quality programming for all ages; Have a positive library experience every time they visit. • Our Facilities - Modern, clean, and well maintained; Provide and utilize up-to- date technology; Open and available to all people regardless of age, gender, sexual orientation, or physical limitation; inviting, comfortable and friendly; Serve as a local gathering place. 9 • Our Staff - Uphold the principals of the First Amendment to the Constitution of the United States of America - the freedom to read, view, speak and hear; Committed to instilling a love of reading; professional and reliable information catalysts; Make every effort to be available whenever and wherever our patrons need us; Seek solutions to problems in a positive, productive manner; Work as a team to provide exceptional level of service; Continue to learn and grow professionally by taking advantage of classes, workshops, and seminars (offered by the High Plains Library District, State/National Library Associations, and other agencies) in an effort to better serve the public; Sees HPLD as an employer of choice, one that provides fair compensation, competitive benefits, and a flexible schedule that leads to a healthy work / life balance. • Our Community - Benefits from partnerships between HPLD and other local agencies that support reading, education, and literacy; Enjoys the talents, abilities, and contributions of the HPLD staff at community -related activities; Is aware of and appreciates the programs and services offered by the HPLD; Supports the HPLD by contributing to its Foundation; Feels enriched by the presence of the HPLD. Overview This budget will support the High Plains Library District in achieving its mission and vision by providing the necessary funding for the operation of the libraries, the outreach department, public computing centers, and administration and support services. The budget consists of: • Summary schedules listing revenues, expenditures, beginning and ending fund balances. • The 5 -year capital improvement program, plus narrative. The 2022 proposed budget includes funds for a Library INnovation Center in Greeley, remodeling Centennial Park Library, and an operating budget for continuing to provide a quality level of library services. The budgeted general fund revenues for 2022 are $35,505,300 and the budgeted general fund expenditures for 2022 are $59,566,876. That equates to a budgeted decrease in net assets of $24,061,576. Budgeted revenues for 2022 have decreased 21.48% from the 2021 budget. Budget restrictions in other expenditure areas have allowed for planning for a 3% merit increase for staff. The salary budget also includes the effect of a cost -of -living increase in the minimum wage that will become effective January 1, 2022. High Plains Library District plans for no additions to FTE or staff headcount in 2022. The budget 10 includes funds to continue to participate in Prospector which allows patrons increased access to additional resources beyond the High Plains Library District collection. The primary source of revenue for the District is derived from a 3.177 mill levy for operations applied to the assessed value of portions of Weld and Boulder County properties. Property tax which includes delinquent taxes, refunds and abated taxes comprise 95.85% percent of the District's budgeted revenue for 2022 while specific ownership tax is 3.38%. The remaining .77% percent consists of investment earnings, grants, fines, fees, and miscellaneous revenues. Specific Ownership Taxes Other Revenue The expenditures of the district are comprised of salaries and benefits that equal 21.78% of the budgeted expenditures, operating expenditures add an additional 11.64%, capital outlay equals 54.08%, and the tax distribution to member libraries equals 12.50% of the total budgeted expenditures. Ober Tax .Distributions 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 2022 budget will be continuously evaluated to assure that funds are expended judiciously. Respectfully submitted, Dr. Matthew Hortt Natalie Wertz Executive Director Finance Manager 12 High Plains Library District Budget Narrative Strategic Goals and Strategies During 2018, Dr. Matthew Hortt, Executive Director, developed a strategic plan for High Plains Library District (HPLD). This process involved holding focus groups with community members throughout the library district, meeting with governmental and non- profit organizations, and having discussions with community leaders, board members, and staff. Dr. Hortt used the input from these stakeholders to develop a strategic plan that was presented to and approved by the library board in November 2018. Excellence, Access, Unity, Stewardship, Aspiration, Literacy, and Fiscal Strength are the focal points of the strategic plan. The strategic plan goals include shifting focus of programming to skills -based and development; demonstrating operational excellence to our constituents; completing and submitting an application for the Baldridge Performance Excellence Program every year; extending access to wireless locations throughout the district; developing a human books mentor program; and increasing the community's level of digital literacy. 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. 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 2022 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 sales. That causes significant volatility in the revenue stream. Oil and gas sales represents approximately 43% of the district's assessed value for the 2022 budget. Oil and gas sales represented approximately 58% of the district's assessed value for the 2021 budget. The Colorado Legislature passed SB19-181 in April 2019. That law changed the way oil and gas production is regulated in Colorado. The uncertainty about the long-term impacts of that law on the oil and gas industry affects revenue projections and decisions about spending available resources and the level of reserves that should be maintained. This uncertainty has caused the library district to maintain a higher level of reserves than might be seen if the property tax base was more predictable. 13 During 2020, the economy in the state and especially the local area was severely impacted by the oil and gas market crash and the economic shutdowns imposed in response to COVID-19. Unemployment increased rapidly to levels not experienced in recent history. Some businesses were not able to survive the imposed shutdowns and closed their doors forever. Oil and gas sales revenue decreased dramatically during 2020 forcing some companies into bankruptcy. Oil and gas sales for 2020 were reported and property taxes were assessed on those sales in 2021. Those property taxes will be collected in 2022. So, the reduction in 2020 oil and gas sales revenue negatively impacts property tax revenue for 2022. These factors have influenced the financial projections and decisions made about budgeted expenditures. Inflation increased in 2021 and is expected to continue in 2022. This is expected to impact most operating expenditures and capital projects. Interest rates remained low during 2021 and that is also expected to continue in 2022. That will negatively impact earnings on investments. 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 increase in unemployment have created a need in our communities for High Plains Library District to respond by providing more skills -based and development programming to help people acquire and improve marketable skills. The shutdowns helped identify locations in our district where improved Internet access is most needed. In 2020, grants were obtained to purchase additional mobile Wi-Fi units for use in the district. Wi-Fi access points were placed in high -need locations that were identified in partnership with the local school districts. In 2021, grant funds were used to purchase 16 mobile Wi-Fi units that were made available for specialty checkout. During 2022, High Plains Library District will work with partner agencies to continue to close the digital divide, improve digital literacy and access. In addition to the factors noted above, the diversity of the population in the service area must be considered in the development of the budget. High Plains Library District is committed to ensuring that our programs and services are accessible to everyone and is continually striving to improve the library experience for all visitors. The materials collection, programs, and services should be designed to provide some level of library service for the entire population. The facilities and staff should feel welcoming to a wide variety of individuals. The population diversity affects decisions about amounts and types of materials purchased and programs that are offered at the libraries. Funds have been allocated in the Collection Resources department to allow the library to purchase a wide spectrum of materials in a variety of formats and genres. Resources have been allocated in the budget for citizenship, English as a Second Language (ESL), and Right to Read classes. Each year High Plains Library District is honored to host a naturalization ceremony for individuals who have completed citizenship classes and passed the examination. 20 individuals from 10 countries including Burma, Canada, 14 Columbia, Cuba, Guatemala, Iran, Mexico, Peru, Poland, and South Africa became United States citizens in a naturalization ceremony on July 1, 2021. The library district covers a geographical area of almost 4,000 square miles in northeastern Colorado. High Plains Library District includes most of Weld County and a small portion of Boulder County. The service area includes some near-urban/suburban, more densely populated areas and some rural, remote, sparsely populated areas. Providing library services in the remote areas where individuals do not have convenient access to a library building requires creativity and additional resources. Significant resources were allocated to the MOVE (Mobile, Outreach, Virtual, Experiences) Department in 2017 through 2019 to replace two older vehicles, add a vehicle to the fleet, and to add staff. Funds have been allocated in the 2022 budget for MOVE 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 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 2022 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 the projected population growth 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 2022 budget. The basic priority has been and continues to be providing high -quality library services throughout the district. The focus for 2022 has been refined to construction of LINC (a Library Innovation Center), developing operational excellence, and moving to more skills -based programming. At LINC, individuals will be able to transform information into knowledge while developing and sharing skills and ideas in a sensory rich, experience driven, creative environment. Moving to more skills -based programming, developing operational excellence, and specific capital projects were also focus points for the 2021 budget. The extreme, unexpected factors that were encountered during 2020 and 2021 have created a need to continue to focus on skills -based programming and construction of LINC for 2022. Developing operational excellence remains a focus in 2022 as High Plains Library District proceeds on the journey of continuous improvement. As High Plains Library District pursues its mission of Helping build Community, taxpayers, patrons, and staff members will know that we are succeeding when literacy rates are improving, unemployment is decreasing, and peaceful, productive civil discourse is happening in our district. 15 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 2022 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, 2021. There is no debt service fund budget appropriated for 2022. 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 2022 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. 16 Fund Balance / Reserve High Plains Library District is subject to the Emergency Reserve requirements of the Colorado Taxpayers Bill of Rights (TABOR). The TABOR Emergency Reserve provision requires High Plains Library District to maintain a reserve of 3% of prior year revenues. In addition to the emergency reserve, High Plains Library District policy requires six months of operating expenditures to be maintained as a fund balance reserve. Debt High Plains Library District is prohibited from issuing debt in excess of the legal debt limit of 1.5% of assessed value. Colorado TABOR prohibits governments from issuing bonds without a vote by the citizens. Governments may issue Certificates of Participation without a vote of the citizens. High Plains Library District policy requires approval of the Board of Trustees to issue long-term debt. 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. 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 17 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. 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 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 MOVE 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. 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. The finance committee may make recommendations for revisions to the preliminary budget. Per state statute, the proposed budget must be presented to the board by October 15 each year. The proposed budget for 2022 was presented to the board at the October 4, 2021 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 adopt the budget and certify the mill levy by December 15 each year. The 2022 budget was adopted, and the mill levy was 18 certified at the December 13, 2021 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. Property tax revenue, distributions to member libraries, and treasurer's fees budget amounts in the preliminary budget were based on preliminary valuations and those amounts were adjusted in the final budget when the final valuations were received from the county assessors. The state grant amount was finalized after the preliminary budget was presented, so that budgeted revenue was adjusted. Some equipment and capital project budget items were not purchased or completed in 2021 and those items were carried forward into the 2022 budget. 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 board and holding a public hearing. If the board approves the budget amendment, the amended budget must be filed with the Colorado Department of Local Affairs Division of Local Government. Statutory Budget Calendar August 25 Assessors certify to all taxing entities and to the Division of Local Government the total new assessed and actual values to compute the statutory and TABOR property tax revenue limit. October 15 Budget officer must submit proposed budget to the governing board. Governing body must publish "Notice of Budget" upon receiving proposed budget. December 10 Changes in assessed valuation made by the assessors will be made only once by a single notification to the county commissioners or other body authorized by law to levy property tax, and to the Division of Local Government. December 22 Deadline for county commissioners to levy taxes and to certify the levies to the assessor. January 30 A certified copy of the adopted budget for the current fiscal year must be filed with the Division of Local Government no later than this date. 19 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 2022 plans for a decrease in fund balance of approximately $24 million. High Plains Library District anticipates a significant decrease in revenue in 2022. Construction on the LINC project is expected to be ongoing through all of 2022 and into 2023. High Plains Library District plans to continue to control operating expenditures with no FTE (Full-time equivalent) or regular staff headcount added for 2022. Revenues The primary revenue source (approximately 96%) 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 $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 Actual Actual Actual Actual Actual Actual Budget Budget Projected Projected Projected 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 is fixed at 29%. To maintain that 45% / 55% ratio, the residential assessment rate was adjusted every two years. Since residential property values statewide have increased faster than the other property types, the residential assessment rate had been decreasing. The decreases in the residential assessment rate have effectively become permanent since the Taxpayer Bill of Rights (TABOR) in the Colorado Constitution prohibits any tax increases without a vote of the citizens and increasing the residential assessment rate has been interpreted as a tax increase. A measure to repeal the Gallagher Amendment was on the ballot for November 2020 and 20 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 return to the previous levels for 2024 valuations. Prior to the state legislature passing SB 21-293, a ballot initiative had been proposed, Initiative 27. Initiative 27 would permanently reduce the assessment rates for all property classes except oil and gas. Under Initiative 27 the residential assessment rate would be reduced from 7.15% to 6.5% and the other property classes from 29% to 26.4%. Initiative 27 was on the ballot in November 2021 as Proposition 120. Proposition 120 was defeated in the November 2021 election. Prior to the election, the county assessors had prepared a table summarizing the assessment rates under each scenario. Please see the statistical and additional information section for that table. A significant portion of the High Plains Library District tax base has been from oil and gas sales. 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. 21 $140 $130 $120 $110 $100 $90 $80 $70 $60 $50 $40 $30 $20 2012 160.00 140,00 120.00 100.00 80.00 60.00 40.00 20.00 2014 2016 2018 WTI Closing Price Forecast per longforecast.com data as of November 16, 2021 2020 �Ltioti1,otitiO1tiQ,1'Loti�'l'Lo�3�,ti'', 0,,,, ^",�„), A-0 ,,,-1, ,,;,.,,,,, ,O,tiA,,L',4,poti�old oti'2 -1 L `L 1, -k ti ti ti - L ^ 'L..,:-1,°_,,,,,°,05),,,,,-, 'L 'L 'L 1, 'L `L Q,, .y cr ,D� ,-� q e` t� `r as L •e V ≥a ✓ (-' a t� Cr as �J , e� �,�" 2,`a ` N� J �� ,\q CJ2 at lJ \, ,F, CJa ' �, l� `��- `~,a a� \ ,� �\o ��`a o, Qua o e la ,`e 0_, a 42 \-,. o�� �a Q�e c�� 22 Long-range Financial Plans The long-range financial operating plans support the achievement of the strategic goals of Excellence, Access, Unity, Stewardship, Aspiration, Literacy, and Fiscal Strength. 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 needed to work being done on the strategic plan initiatives. High Plains Library District is dependent on the mill levy 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 board and then presented to the voters for approval. The High Plains Library District Foundation plans to launch a friends group in early 2022. The friends group will be instrumental in building community connections and community support should it become necessary to request a mill levy increase. Since the primary revenue source for High Plains Library District is property taxes, and a significant portion of the tax base has been oil and gas sales, the oil and gas market crash in 2020 negatively impacts the revenues of the district — particularly for 2022. The reduction in oil and gas sales in 2020 caused a 22% decrease in budgeted property tax revenue for 2022. Long-range financial plans were reevaluated in 2020 and 2021 to plan and adjust for the impending revenue decrease. The strategic plan includes goals of 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 2021, the Finance Department received information from Weld County government officials, obtained information from the Colorado Oil and Gas Conservation Commission, and read reports on the local economic outlook. That information was used to refine the financial projection for High Plains Library District. The projection was considered in developing the budget for 2022. The property tax base for HPLD is changing. The economic forecasts seem to indicate that oil and gas production in the Weld County area has likely reached its peak. Oil and gas production is expected to stay at current levels for about the next five years and then slowly decline. The anticipated population growth in Weld County is expected to support continued residential construction and property values are expected to increase. The additional construction and increasing property values are expected to mitigate the impact of the assessment rate reductions under SB 21-293. In response to the expected future revenue levels, additional emphasis has been placed on controlling the operating expenditures budget. No FTE (Full-time equivalent) or employee headcount increases are planned for 2022. There are some planned staff additions for LINC in 2023. Beyond 2023, there are no plans for significant increases in FTE or staff headcount. Database and periodical subscriptions have been reviewed 23 and items with low patron use have been discontinued. Less expensive, more user- friendly options have been identified to replace some of the databases and electronic resources. Public computing center use was evaluated, and low use facilities were closed. Computer use in the libraries was evaluated and some computers were removed to right -size the inventory to achieve usage target ranges. Long-range financial plans include construction and operation of LINC. LINC will replace the current Lincoln Park Library. Annual operating expenditures including salaries and benefits for LINC are estimated to be $1.3 to $1.5 million. LINC will allow HPLD to achieve strategic plan initiatives of expanding skills -based programming, developing community partnerships, increasing literacy, and providing opportunities for civil discourse. The additional skills -based programming and community partnerships should encourage economic growth and help diversify and expand the property tax base in the HPLD service area. High Plains Library District Foundation plans to launch a capital campaign in 2022 for LINC. The goal of the capital campaign is to raise at least $1,000,000. The district plans to finance the LINC project and other capital improvements with donations, grants, and currently available resources. The overview of the capital improvement program provides more information on LINC and other projects. To help control the operating expenditures budget and to accommodate the anticipated levels of future property tax revenue, LINC is the only large new construction project planned. The 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. This is one reason why a secure, self-service facility is being explored for Grover. The government -imposed shutdowns during 2020 created the opportunity to learn how to provide more services virtually. High Plains Library District plans to use available technology (web -based programming, electronic databases, Ebooks, downloadable audiobooks, music, and videos, virtual assistance from librarians, on-line meeting spaces, etc.) to provide library services to a wider community more efficiently. The MOVE department will continue to provide library services to the community outside of the library facilities. Technology and the MOVE department will allow HPLD to provide library services with less need for additional library facilities. Currently, High Plains Library District has no plans to significantly reduce library services. HPLD intends to be responsive to the community. Low use services may be discontinued to improve efficiency or to provide additional resources for other library programming. An example of this is the evaluation of database use and public computing center and computer use as discussed earlier. High Plains Library District will continue to provide library services throughout the service area while evaluating those services for efficiency and value to the community. 24 Stewardship and fiscal strength are focus areas of the strategic plan. 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 board 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. 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 finance committee reviews the proposed capital budget and prioritizes the recommended projects. Projects that affect the safety or the functionality of the facilities are given higher priority than other requested improvements or additions. The 2022 budget includes funds allocated for the following projects: LINC - Library INnovation Center— in 2020 an existing building was purchased for $4,000,000 for a library / innovation center. Construction began in September 2021 and is expected to continue through early 2023. The building is approximately 41,000 square feet and the project will expand that to approximately 62,000 square feet with an estimated project cost of $32,000,000. Centennial Park Library Remodel — upgrading and renovating the existing library. Estimated project cost of $2,000,000. Grover Access Point — Planning is in process to provide a service access point that would involve a secure, self-service model where patrons would be able to use their library card to enter the facility. MOVE department personnel would visit and staff the facility for a few hours every week. Community volunteers might also be used. The access point would provide Internet access, computer and printing access, holds pick up, materials return, and a small collection of materials. Estimated project cost of $350,000. 25 Impact of Capital Investments on Operating Budget The capital investments noted above will have an impact on the operating budget in additional staff, maintenance, and utility costs. The estimated amounts per project are listed below: Project Estimated Annual Salaries and Benefits Estimated Annual Utilities Estimated Annual Operating Costs including Repairs and Maintenance LINC — Library INovation Center $900,000 $73,260 $363,500 Centennial Park Library remodel No additional costs expected No additional costs expected No additional costs expected Grover Access Point $ 3,000 $ 17,000 LINC will replace the current Lincoln Park Library. High Plains Library District and High Plains Library District Foundation are soliciting grants and donations to help fund the LINC project. The fundraising goal for the capital campaign is at least $1,000,000. At this time, the actual grant and donation revenue that will be raised by the capital campaign is not known. Because a significant amount of the LINC project is expected to be financed using available cash and investments, a decrease in earnings on investments is expected. Debt The legal debt limit for High Plains Library District is 1.5% of assessed value or $159,674,899 as of December 31, 2021. 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, 2021. High Plains Library District has no current plans to issue new debt. 26 Position Summary Schedule 2020 2021 Budgeted 2022 Librarians 32 32 32 Library Associates 56 56 56 Pages and Materials Clerks 35 35 35 Facilities 8 8 8 Collection Resources 12 13 13 Information Technology Innovation 8 8 8 Community Relations and Marketing 3 4 4 Managers and Supervisors 30 30 30 Administration (Executive Director, Associate Directors, HR, Finance, Foundation) 10 10 9 Total 194 196 195 DEPARTMENT DESCRIPTIONS The libraries and departments described below are included in the general fund of High Plains Library District. BRANCH SERVICES High Plains Library District (HPLD) serves more than 310,000 residents of Weld County and part of Boulder County and covers a geographic area of almost 4,000 square miles. Our mission of Helping build Community is carried out by our well -trained staff and through our strong collection of library materials. Currently, HPLD offers more than 607,000 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 27 WELD COUNTY, COLORADO Mot?at Rio Blanco Garfiald Delta Montrose koutt Eagle Pltkin Gunnison Ouraf San Miguel H rsddle Dolores Montezuma Ar ]Udn La Plata Mineral Con e, os Archuleta arkcon Lake Latimer Boulder k imma Chaffee Sag uacne Rio Grande Custer Alamosa Castilla Douglas Huerfanu Adams Arapahoe F1'asr Pueblo Morgan Logan Washington Lincoln Otero Las Animas Sedgwick Phillips Klt Carson Cheyenne Prowers L BRARY LOCATIONS Mead Carr Se;der Wind' _ Johnstown * Frederick Nunn Pierce Ault Eaton rais La Sane Giicrest Platteville - as Aristocrat Ranchettes Fort Lupton Hudson Hereford Grover Pawnee National Grassland Weld County Cl Galeton • ,. n t Tampa .01 Keenesbtirg 4' Briggsdale 'd LJ Roggen 02 Keota Rayner ED Av31c Stoneham Kersey Library Riverside Library & Cultural Center Centennial Park Library CrLincoln Park Library Farr Regional Library Carbon Valley Regional Library Erie Community Library 28 LIBRARY LOCATIONS Welty Johnstown Firestone Frederick LIBRARY Carbon Valley Regional Library 7 Park Avenue, Firestone Centennial Park Library 2227 23rd Avenue, Greeley Erie Community Library 400 Powers Street. Erie Centennial Park Library Gilcrest Platteville Carbon Valley Regio al Libary Fort Lupton es Farr Regional Library 1939 61st Avenue, Greeley •C?r Kersey Library 332 3rd St. Kersey arden City (2.34 Kersey Librar Riverside Library & Cultural Center Weld County Hudson Lincoln Park Library 1012 11th Street. Greeley Keenest 52 Riverside Library & Cultural Center 3700 Golden Street. Evans 29 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. 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. The district maintains a strong commitment to long-term environmental sustainability. During new construction and facility upgrades, the district makes every effort to reduce consumption of resources as well as use our existing resources wisely. When feasible our facilities use alternative energy sources such as solar and implement energy -saving technologies and practices to further reduce use of energy. EC, .• .AI t•G►•',+P' 0), 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 36 public access computers. The library includes two community meeting rooms, four individual study rooms, a cozy fireplace area, children's storytime room, outdoor patio, amphitheater, cafe and a dedicated teen room. 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. The 28,000 square foot facility can hold up to 80,000 items and offers 62 public access computers. The library includes a computer commons area with a separate computer lab for teaching technology classes, three study rooms, a community meeting room, and a teen computer lab. In addition, the library features a unique 30 storytime "apple" where children gather to hear stories, read or play. The High Plains Library District's genealogy collection is housed at the Centennial Park Library. This collection includes all the available archives of the Greeley Tribune from 1870, the "Germans from Russia" collection, census data, as well as Colorado and Weld County resources. Part of the district's database collection includes genealogy resources that enhance research capabilities. Dedicated volunteers staff the genealogy desk more than twenty hours a week. Erie Community Library Erie Community Library is a neighborhood library that holds up to 65,000 items. The 26,500 square foot facility provides 17 public access computers and features a living room with a fireplace, two outdoor patios, a makerspace, four study rooms, and a large event space/meeting room that can be divided into two reservable meeting spaces. To meet the needs of the growing Erie community, the library recently underwent a renovation and an expansion of 6,500 square feet to create a makerspace, enlarge the children's storytime room, increase the number of study rooms and meeting spaces, 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 will help serve the needs of tutors and students who were 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 will accommodate twice as many adults and children for storytime and will provide 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 art and craft activities for all ages. The larger meeting spaces will 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 39 computer stations for the public. 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 31 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. Kersey Library To meet the needs of the growing Kersey community, the library recently renovated a new location within the heart of the community and adjacent to a heavily used park. This new location is 3,400 square feet and can hold 5,600 items. It offers public access computers, Wi-Fi, printing, and one computer with age -appropriate learning activities and games for children. The library hosts a variety of programs for children, teens, and adults that encourage reading, literacy, education, and cultural diversity with a focus on skills -based learning/training. There is one public meeting room and one study room. In addition to the existing adult book club, Kersey Library expanded services in 2018 to include a summer reading program, a free lunch program in conjunction with the Weld County Health Department, 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. Lincoln Park Library Lincoln Park Library is a full -service facility providing high quality customer service to the neighboring communities, the downtown business district, and government offices. This neighborhood library offers public access computers, Wi-Fi, and computers with age - appropriate learning activities and games for children. The library hosts a wide variety of fun and unique programs for children teens, and adults that encourage reading, literacy, education, and cultural diversity. There are two meeting rooms available to the public. The library features historic paintings by Ila McAfee Turner. Riverside Library & Cultural Center Riverside Library, located in Old Town Evans, opened in Fall 2014 and continues to be a destination library for neighborhoods surrounding the library and the Evans community. The 18,500 square foot library is part of a joint use 32 cultural center which is operated and maintained by the City of Evans. The library can hold up to 30,000 items and provides 21 public access computers. The library features four study rooms, a cozy fireplace, plenty of casual seating, and a multi -purpose room for community and library programs. The cultural center portion of the building that the City of Evans manages includes large, well-equipped meeting rooms, local history displays, office spaces, and a police sub -station. There is an outdoor plaza which includes a play area for children. DEPARTMENT OF COMMUNITY ENGAGEMENT — ALIGNING LIBRARY ROLES WITH COMMUNITY NEEDS Community Engagement has shifted from being an "arm of public services" (as identified in 2019) to an assumption of how we do business. For this reason, Community Engagement is now considered a coordinated effort made by the District with a priority to: • Bring services and programs to the community members both inside and outside of the walls of our facilities and satellite locations; inclusive of in -person interactions, vehicle -based delivery, virtual presence (using social media sites), and use of communication tools such as phone, email, and chat. • Learn about the needs and priorities of community members through market research, community assessments, and conversations. • Share the information learned with stakeholders within the district and appropriate external stakeholders. • Use the information learned to focus and prioritize services and experiences most important and relevant to community members. • Represent the High Plains Library District at various community events in partnership with the Community Relations and Marketing Department. • Assess and measure the impact of our work for the purpose of better aligning our efforts to best support community success. MOVE Services The MOVE (Mobile, Outreach, Virtual, Experienc- es) 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 depart- ment operates in cooperation with other libraries throughout the High Plains Library District. The MOVE Department provides popular materials in various formats, reading readiness training, ma- terials 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 economic, geographic, linguistic and other barriers hinder access to a library. MOVE services are delivered in four different ways. They can be delivered via MOVE: Mobile Services, Outreach Librarians, Virtual Library Services, and Events and Experiences Services. Mobile Services staff focus on bringing services and programs out into communities 33 throughout the district with the purpose of making the Library a visible, valuable service without the expectation that patrons will be enticed to enter a facility. This is done through providing popular materials in various formats, programming, storytimes, and events. The Mobile Services staff operates three mobile units. One unit, a bookmobile, serves as a mobile library, carrying a collection of approximately 5,000 books and non -print materials to schools and neighborhoods. The second and third units provide mobile library services to early childhood facilities and senior centers by bringing carts of books along with staff who host lobby stop services and programming. The units have immediate access to the entire High Plains Library District collection. Outreach Librarians 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 with a focus on our priority populations. Virtual Library staff assists 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. On le 'Yr1+Y LIBRARY Events and Experiences Services focuses on attending HPLD events and providing patrons with a positive library experience. Events and Experiences staff operate the Pop -Up Library, a Ford F250 with a custom box that opens to display library materials available for outdoor checkout onsite. They combine point -in -time collections with targeted patron experiences to generate a lifelong connection with the library. The Events and Experiences staff facilitate and lead our large district events including Summer Reading Adventure, Signature Author Series, Teen Tour, and ReadCon. Community Relations and Marketing (CRM) Department CRM is responsible for ensuring consistent messaging for all communications, marketing, advertising, and public relations functions as overseen by the HPLD Executive Director. As the High Plains Library District's brand ambassador, CRM represents HPLD with one voice, one message, and through presenting a trustworthy presence in our community. CRM enhances the district's brand and visual presentation by identifying and supporting best practices in merchandising, establishing and maintaining partnerships, and strategically identifying areas with market penetration potential for patron growth. CRM actively supports districtwide efforts as directed by the Executive Director based on 34 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, public- ity 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. Mr mrl JD 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 rf"41111District 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, and Bibliographic Services. 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 MOVE 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 35 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 pa- trons 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. Finance Department The Finance Department is responsible for the general accounting functions of the High Plains Library District including: • Payroll - ensure proper and accurate payment to employees and payment of payroll liabilities. • Cash Management - provide general cashiering operations, maintain banking relationships, and manage investment of district funds. • Accounts Payable - process payments for goods and services. • Fiscal Reports - prepare bank reconciliations, general ledger account reconciliations, and reports for use in analyzing various financial functions of the High Plains Library District. • Procurement Cards - administer a procurement card program to facilitate district purchases as well as monitoring the program and payment of monthly statements. • Accounting Procedures - assure compliance with applicable laws and policies governing the reporting of financial transactions, provide timely and accurate information, record all resources and assets by adhering to Generally Accepted Accounting Principles (GAAP) applicable to fund accounting, preparation of the Annual Comprehensive Financial Report and the coordination and preparation of the annual Budget document. Human Resources Department The Human Resources Department provides leadership, direction, and support to libraries by facilitating compliance, partnering strategically, and advocating for employees. The department is responsible for administering talent acquisition, learning and development, total rewards, organizational development and effectiveness, employee relations, diversity and inclusion, and labor law compliance. Human Resources promotes a workplace culture encouraging employees to: • 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 36 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 MOVE vehicles In addition, the department also provides assistance, as requested, to the member libraries. Member libraries are part of the High Plains Library District, but function independently and receive services from the district. • Planning and Construction - this department is supervised by the Associate Director of Public Services. The expert assistance is provided by a Facilities Manager, with support from the district's contracted Owner's Representative. These, along with others in the organization, work with architects and contractors to construct and maintain the facilities that are appropriate for the community in which they are built. This area of service is expected to grow significantly 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. • 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 two Facilities Technicians. The department also utilizes contract labor for projects beyond the scope of the Facilities Technician skills. In 2020 a third Facilities Technician was added to provide more efficient coverage of the seven branches. • Custodial services - these are the typical routine services that ensure that the facilities are clean and inviting to the public as well as sanitizing. Some of these services are provided by paid staff, and in other cases the services are contracted. • MOVE vehicles - this is a new assignment performed by the Facilities Manager and Facilities Technicians. As noted elsewhere in this narrative, there are four vehicles operated by the MOVE Department. Maintaining these vehicles is beyond the scope of that department, so this is performed by the Facilities Department. 37 Information Technology and Innovation Department The Information Technology and Innovation (ITI) staff provides support for all technology related services, projects, and issues. The department oversees: • The performance and stability of equipment, applications, and databases • The purchasing, inventory, installation, system and application upgrades, backup, maintenance, troubleshooting and repair of district systems and technologies • Monitoring warranty status and determining the replacement schedule of district IT equipment • Contract negotiations with technology vendors for service and/or maintenance • Budgeting for all district technology equipment and services • Data accuracy and integrity of district centrally coordinated data • System continuity support • Content management support • Continuous improvement support • Application of best practice technology solutions HPLD Foundation The High Plains Library District Foundation is a separate 501(c)(3) nonprofit, established to support the needs and mission of the High Plains Library District. The Foundation's mission is to build a community of library lovers though 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 Foundation's current funding priorities include capital projects, programs supporting literacy among underserved populations, the Writer in Residence program, and HPLD districtwide programs including Summer Reading Adventure and the Signature Author Series. Fundraising goals for 2022 include $30,000 through the annual Links for Literacy golf tournament, $4,000 through the Colorado Gives Day campaign, and the launch of a major capital campaign for LINC. 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. Baselines for appropriate performance measures related to many of those goals are still being developed. The following is a table of some of the goals and objectives that the High Plains Library District is working toward: 38 Goal Department Tie to Strategic Plan Objectives Timeframe Performance Measures 30% of all branch programming at HPLD will be skills- based Branches Aspiration: Create programs and services that result in changed lives and a better community. • The Programming Committee will incorporate this shift into their planning. By Dec 31, 2022 • 60% of those attending skills -based programming will report that they learned a new skill by attending the program Move the Branches to a measurements- based process. Branches Excellence: Develop processes to achieve established outcomes and measure results. • Decide on the measurements that will be used in the branches, within the framework of Building a Better Organization / Baldrige. By Dec 31, 2022 • 60% of attendees will report that their knowledge increased while attending a program, event, or class. Adults apply "whole child" early learning by integrating physical play and social emotional learning into interactions with their children. Branches Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Branch staff will promote "whole child" early learning and incorporate physical activity or play into programming. By Dec 31, 2022 • 70% of storytimes and early literacy programs and services will feature an element of physical activity or play. 39 Build an Opening Day Collection for LINC that will support the facility's focus on skill -based learning. Collection Resources Aspiration: Curate collections and offer programs that are representati ve of the cultures and nationalities of the populations in each service area. • Spend up to 10% of the allocated opening day budget monthly. • Work with vendors to hold orders, diminishin g or eliminating the need for on -site storage. • Determine percentage of collection that will be allocated to STEAM subjects (Dewey 500s, 600s, 700s) in support of skills -based learning. By Dec 31, 2022 • Allocated budget will be 90-100% expended before the facility opens. • Less than 10% of total collection will be stored onsite for longer than 3 months before shelving installation. • Collection items on STEAM subjects will match target percentage in each Dewey category. Increase the diversity of the collection, from Collection Resources Aspiration: Curate collections By end Q1, 2022: • Determine where our Ongoing • Diversity of new titles ordered will be calculated quarterly. 40 11% to 13%, the national average, by December 31, 2022. and offer programs that are representati ve of the cultures and nationalities of the populations in each service area. focus should be, based on the diversity of our population and the results of the 2021 diversity audit. • Recommen d focus areas and target percentage s to executive team. By December 31, 2022: Implement recommendati ons approved by executive team. • Diversity of entire collection will be recalculated by December 2022, based on number of items added in each diversity category Test the Bookmobile Evaluation Tool MOVE: Mobile Services Access: Every individual and community who contributes • Ensure that our bookmobile community stops are meeting the 1/1/2022-12/31/2022 • Evaluate community bookmobile stops 3 times (Jan. -May, June- Aug., Sept. -Dec.) 41 to the revenues of the district will have access to library services. needs of the community Programming will focus on building connection in the community and increasing technology and digital literacy. MOVE: Outreach Services Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Provide digital literacy instruc tion, including in native languages • Provide programs that increase comm unity connections, including individuals and partnerships 1/1/2022-12/31/2022 • 12 digital literacy programs (1 per month)- ideal to have 3-4 in native languages • 30 instances of creating a space for community connections • 4 collaborative efforts with partners to develop community connections: New Increase qualitative data collection MOVE: Outreach Services Aspiration: Create programs and services that result in changed lives and a better community. • Improve services based on feedback. • Create collecti on of qualitative data to share 1/1/2022-12/31/2022 • 120 pieces ofqualitative data (10 month). 42 with stakeholders Initiate qualitative data collection MOVE:Virtu al Services Aspiration: Create programs and services that result in changed lives and a better community. • Improve services based on feedback. • Create collection of qualitative data to share with stakeholders 1/1/2022-12/31/2022 • Share 4 reports with HPLD board Redefine service model and align it to the new service model and priority populations MOVE:Event s and Experiences Access: Every individual and community who contributes to the revenues of the district will have access to library services. • Create an equitable service plan among the North, South, and rural areas based on population 1/1/2022-12/31/2022 • Offer 6 events and experiences for the North • Offer 3 events and experiences for the South • Offer 2 events and experiences for rural communities Ensure that our facilities and public- facing vehicles are in excellent condition. Facilities Stewardship Care for the facilities we have in a way that • Semiannual walkthrough of branches by Facilities Manager and Associate Ongoing • 100% of short-term repair and maintenance issues will be resolved. • Long-term repair and maintenance issues will be addressed in Facilities 43 they will be the place where everyone wants to be. Director of Public Services — Branches of each facility to identify any issues and any expected needs. • Semiannual walkthrough of MOVE vehicles by Facilities Manager and MOVE Manager to identify any issues and expected needs. planning and in the budget process. Contribute the Facility Manager's expertise to the LINC project. Facilities Stewardship Develop and build a county -wide destination library in the downtown Greeley area • Attend the Greeley Downtown Library meetings, either virtually or in person. • Contribute your expertise to the discussions. Ongoing into 2023 • Attendance at 90% of the meetings. Ensure our facilities Facilities Stewardship • Identify any By Dec 31, 2022 • Long term repair and are upgraded in a : Use the upcoming maintenance issues will timely fashion. Facilities Master Plan facilities upgrades that be addressed in Facilities 44 to identify regular upgrading of District facilities need to be included in the 2023 budget by July 31, 2022. • Complete any needed upgrades for 2022. planning and in the budget process. Maintain and distribute COVID-19 related Personal Protection Equipment (PPE). Facilities COVID-19. Not a strategic goal, but extremely important. • Order COVID- 19 related PPE on a regular basis. • Ensure that it is distributed to the locations as needed. Ongoing • As available, PPE will be distributed to the locations when needed. Shift to skills -based programing and services Human Resources (HR) Aspiration: Shift focus of programmin g to skill- based and developmen t • Provide HR support in employment and training to support staff. 2022 • Positions needed are filled. • Skills needed by staff are trained. • Training requests are processed. LINC Human Resources (HR) Lincoln Park replacement • Fill new positions • Train new employees 4th Quarter 2022 and 1st Quarter 2023 • Have staff hired and trained to staff LINC in time for Grand Opening 45 Submit the annual comprehensive financial report to the Government Finance Officers Finance Fiscal Strength: An emphasis on economic and • Demonstrate fiscal accountability and transparency Submit report by June 30, 2022 Receive award by December 31, 2022 • Receiving award for the twentieth consecutive year. • Implementing Association (GFOA) population in financial recommendations certificate of achievement for excellence in financial reporting program. forecasting and taking actions now to prepare for the future. reporting. received. Submit the 2022 budget to the GFOA Distinguished Budget Finance Fiscal Strength: An emphasis on economic • Demonstrate fiscal accountability and Submit budget by January 31, 2022. • Receiving the award for the third year. Presentation Award and transparency • Implementing Program. population forecasting and taking actions now to prepare for the future. in budgeting. recommendations received in the 2021 budget document. Timely and Finance Fiscal • Demonstrate Monthly financial reports • Publishing monthly accurate financial Strength: An fiscal published by the 20th of the financial reports timely. reporting. emphasis on economic and population forecasting and taking actions now to prepare accountability and transparency in financial reporting. following month. • Number of audit adjustments — goal is no adjustments. • Number of audit internal control recommendations 46 for the future. — goal is no recommendations. Effective allocation of resources. Finance Fiscal Strength: An emphasis on economic and population forecasting and taking actions now to prepare for the future. • Demonstrate stewardship and responsible use of taxpayer resources. Ongoing • Budget to actual results — stay within budget. • Results achieved by the libraries and other departments. Efficient use of resources. Finance Fiscal Strength: An emphasis on economic and population forecasting and taking actions now to prepare for the future. • Demonstrate stewardship and responsible use of taxpayer resources. Ongoing • Budget to actual results — stay within budget. • Results achieved by the libraries and other departments. Maintaining adequate reserves for sustainability. Finance Fiscal Strength: An emphasis on economic and population forecasting • Ensure financial sustainability of the district. Ongoing • TABOR (Colorado Taxpayer Bill of Rights) emergency reserve plus six months of operating expenditures. 47 and taking actions now to prepare for the future. Ensure stable, accessible infrastructure Information Technology & Innovation (ITI) Excellence: Develop processes to achieve established outcomes and measure results. • Uptime target of 99.99% for open hours • Managed schedules for updates and maintenance Ongoing • Uptime tracking • Number of work order tickets submitted • Time to close work order tickets Deliver responsive end user support services Information Technology & Innovation (ITI) Excellence: Develop processes to achieve established outcomes and measure results. • Align support with needs • Continuous improvement Ongoing • Customer satisfaction scores • Work management data reviews • Number of work order tickets submitted • Time to close work order tickets • Customer thermometer Align technology solutions with organizational requirements to ensure best fit for organization size, cost, service quality, and depth Information Technology & Innovation (ITI) Excellence: Develop processes to achieve established outcomes and measure results • Data driven decisions • Cost management Ongoing • Use of MO ( Modus Operandi - a decision making / analysis tool) by management 48 Develop and execute digital marketing plan Community Relations and Marketing (CRM) Excellence: Develop processes to achieve established outcomes and measure results • Increase online following by 10% per platform year over year • Increase online engagement 20% year over year 2019-2022 • 10% increase in annual likes/follows in Facebook, Instagram, Twitter, and Snapchat • 5% annual increase in reach per post • 5% annual increase in positive reactions per post • 20% increase in number of online views (website) • 20% increase in online event attendance Rebrand to HPLD Friends and Foundation Foundation Unity: Focus on building trust in district leadership, building leaders, and increasing job satisfaction. • Launch HPLD Friends and Foundation website and Facebook page April 2022 to December 2022 • Gain 100 followers on Facebook • Garner 1,000 website views • Increased Foundation brand awareness by 50% Launch Friends Group Foundation Unity: Focus on building trust in district leadership, building leaders, and • Maintain a District -wide Friends group where membership can be attained as a April 2022 to December 2022 • Increase Friends who volunteer by 25% • Increase Friends who donate by 25% 49 increasing job satisfaction. volunteer and/or donor to support library programs and services. Capital Campaign Foundation Aspiration: • reduced cost May 2022 to December 2022 • Raise at least $1 million in for LINC Create programs and services that result in changed lives and a better community. to District for construction of LINC. capital funds. • Increased Friends who donate by 25% Increase support Foundation Literacy: • Target funding January 2022 to December 2022 • Submit 10 grant for High -impact Intensify our that supports applications. District -wide efforts in program areas • Complete and implement programs and programs increasing the levels of and District- wide events District -wide program, services, and event supportingand literacyp programs g sponsorship packet. p education and literacy among underserved populations throughout Aspiration: Create programs and services that result in changed lives and a better community. including Summer Reading Adventure, Yes!fest, Signature Author Series, Early Literacy Programs and Services, and Writer in • Create relationships with 10 new partners. Residence. 50 Highlights from 2021 Goal Department Tie to Strategic Plan Objectives Performance Measures Results Diversity of collection Collection Resources Access Conduct a diversity audit of the collection. National average is 13% HPLD collection scored 11% diversified. Add 3 new community Bookmobile stops MOVE Access Provide access to library resources in rural and underserved areas New stops added 4 new stops added. Increase community stop usage by 20% or to 1,259 MOVE Access Provide access to library resources in rural and underserved areas Users at each stop — there were 1,049 in 2020 900 through August 2021 Support Outcome based programming with a focus on diversity and social justice MOVE Aspiration Provide programming that is relevant to our diverse community Provide programming that teaches positive social change skills; Civic Engagement 75% of all OU programs will focus on diversity and social justice 25% of MOVE programming will be skill based 63% as of September 1, 2021 16% as of September 1, 2021 Create 3 multilingual Nursey Rhyme Booklets/DVD MOVE Literacy Create Early literacy resources in native language Share with community partners to use to increase literacy in the community Distribute 50% of all booklets and DVD to community partners 60% of all patrons who use this report this as a useful resource for teaching early literacy in native language Distributions Burmese: 22% Somali: 21% French: 23% As of 9/1/2021 No Returned Evaluations yet Conduct online weekly writers' group Branches Aspiration Allow writers to develop and share their work Participants would report an increase in confidence in their writing skills 95% of the regular participants reported an increase in confidence in their writing skills Distribute YES!Sparks kits Branches Aspiration Allow students in 2'''' to 5th grades to learn science in a fun, hands on way Participants would report learning something new about science 88% of participants reported learning something new by using a YES!Sparks kit Partner with Colorado State University Extension office to provide skills based programs Branches Aspiration Provide information, education, and encourage the application of research- based knowledge in response to community issues and interests Participants would report learning something new or a new skill 82% of participants reported learning something new 76% of participants reported that they would apply what they learned to their daily activities 51 2022 District Budget High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2022 ESTIMATED RESOURCES Beginning Fund Balance Estimated Revenue Property 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 Capital Improvement Reserve TOTAL ENDING FUND BALANCE 2020 Actual $49,289,431 44, 310, 058 3,138, 776 47, 448, 834 96, 738, 265 2021 Budget $44,638,612 43, 040, 396 2,176,974 45, 217, 370 89, 855, 982 2021 Estimated $61,045,370 44.245,810 2,213,974 46, 459, 784 107, 505,154 2022 Budget $70,698.742 33, 819,144 1,686,156 35, 505, 300 106, 204, 042 16, 084, 324 9,814,350 523,511 1,416,059 3,443,637 2,532,495 827,171 1,051,348 9,794,221 35, 692, 895 11, 755, 939 61,045,370 40,456,257 1,004.893 19,584.220 $61,045,370 19, 404, 497 13, 890, 071 VEEP 674,730 1,505,959 3,195,425 3,517,130 550.267 844.754 10, 288, 265 43; 582, 833 1,634,537 46, 273,149 30,148, 939 1,346,838 14, 777, 372 $46,273,149 17, 610, 076 8,908,071 674,730 1,505,959 3195,425 3517,130 550,267 844,754 10, 288, 265 36.806,412 9,653,372 70, 698, 742 8,805,038 1,386,000 60, 507, 704 $70,698,742 19, 911, 383 32, 211, 024 684,342 1,146, 769 2,417,249 2,036,846 486,564 672,699 7,444,469 59, 566, 876 (24, 061, 576) 46,637,166 9,955,692 1.056,961 35, 624, 512 $46,637,166 2023 Planned $46,637,166 28, 746, 272 1,725,000 30,471,272 77,108, 438 21, 256,751 831,920 615,908 1,032,092 2,175,524 1,833,161 437,908 605,429 6,700,022 28, 788, 693 1,682,579 48, 319, 745 10, 628, 376 907,388 36, 783, 981 $48,319,745 53 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2022 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 Contributions - In Kind Miscellaneous TOTAL OTHER REVENUE TOTAL REVENUE 2020 Actual $ 43, 755, 585 554,473 44,881 2,175,372 46, 530, 311 23,860 588,213 207,579 98,871 2021 Budget $ 42, 460, 465 579,931 53,460 730 1,800,000 44, 894, 586 60,000 190,000 64,784 8,000 918,523 322,784 $ 47.448.834 $ 45, 217.370 2021 Estimated $ 43, 665, 879 579,931 53,460 730 1,900,000 46, 200, 000 25,000 50,000 64,784 120,000 259,784 $ 46, 459, 784 2022 Budget 33,170, 297 648,847 208,815 4,085 1,200,000 35, 232, 044 25,000 80,000 160,256 8,000 273,256 2023 Planned 28,194, 752 551,520 1.500, 000 30,246,272 55,000 100,000 60,000 10,000 225 000 $ 35,505,300 $ 30 471,272 54 High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2022 OPERATING Salaries and wages Fringe benefits Workers' compensation Bank fees Minor equipment/furniture <$5k Janitorial supplies Operating supplies Bib processing supplies Postage Printing Memberships Public relations Programs Elec. - utilities Water & sewer Natural gas Telephones Disposal services Professional contracts Gasoline motor oil, lubricants Repair maint.- bldg Repair maint.- vehicles Repair maint.- office equip. Repair maint.- computer Repair maint.- on-line comp Repair maint.- other equip. Tuition reimbursement Travel & mileage In-house training Meetings Out -of -house training & conferences Treasurer's fee Books Newspapers/periodicals. Ebooks Compact discs Software DVD/BluRay Other expense Electronic resources Platform Fees Insurance Rent contribution -in -kind Equipment rentals Lease / rental expense TOTAL OPERATING CAPITAL OUTLAY Opening Day Collections Equipment/furn over $5000 New Computers & Other Technology Capital Improvements TOTAL CAPITAL OUTLAY TRANSFERS OUT Transfers - Debt Service Fund TOTAL TRANSFERS TOTAL CAPITAL OUTLAY & TRANSFERS Distribution to Member Libraries 2020 Actual 8,101,739 2,522,055 54,698 1,193 38,109 61,704 91,547 127,437 20,460 4,462 17,686 51,456 49,749 212,122 44,064 38,357 262,020 35,091 1,101,054 4,519 231,174 11,145 104,755 223,036 122,272 46,323 46,872 21,044 18,525 1,704 30,047 662,389 569,428 37,232 126,376 19.918 316,423 77,334 712 504,185 23,718 50,190 16,084,324 191,875 41,082 9,581,393 9,814,350 9,814,350 9,794,221 2021 2021 Budge - • stimated 9,412,825 3,482,746 83,400 2,040 49,820 54,000 151,278 180,635 35,063 23,000 19,931 72,513 92,000 304,618 37.979 58,086 325.656 34,481 1,197,333 17,000 350,000 23,000 148,200 464,375 140.496 20,000 33,000 43,137 15,800 7,192 43,800 700,000 527,600 55,000 137,950 38,800 280,428 146,900 3,750 437,500 18,900 133,265 1,000 19,404,497 75,000 189,000 13,626,071 13,890,071 13,890,071 10,288,265 8,500,000 2,825,000 75,000 1,400 49,820 45,000 110,000 125,000 30,000 27,000 19,931 55,000 70,000 240,000 67.000 60,000 325,656 50.000 1,197, 333 12,000 350,000 15,000 140,000 464,375 150,000 15,000 30,000 35,000 10,000 5.000 40,000 700,000 525,000 50,000 130,000 35,000 280.428 146,900 18,000 430,000 18,900 135,333 1,000 17,610,076 75,000 18,000 189,000 8,626,071 8,908,071 8,908,071 10,288,265 2022 Budget 9,412,825 3,482,746 85,000 1,980 70,500 54,000 137,578 202,636 36,844 19,300 23,461 50,540 86,480 304.565 56,102 59,729 328,924 47.139 1,241,125 19,500 276,000 18,000 182,700 945,625 155,496 15,000 26,000 44,192 26.200 7,770 40,800 550.000 577,000 61,000 137,000 38.800 310,376 166,900 5,650 464,000 15,900 125,000 1,000 19,911,383 1,000,000 120,000 30,000 31, 061, 024 32,211,024 IMP 32,211,024 7,444,469 TOTAL DIST TO MEMBER LIBRARIES 9,794,221 10,288,265 10,288,265 7,444,469 TOTAL EXPENDITURES 35,692,895 43,582,833 36,806,412 59,566,876 2023 Planned 10,259,980 3,796,193 85.000 1,980 40,240 54,000 161,438 205,636 37,097 19,300 21,106 88,265 86,480 333,608 58,908 65,429 388,924 49,223 1,292,184 19,000 276,000 19.500 201,300 975,000 155,496 29,000 26,000 49,463 28,300 7,525 40,800 475,000 585,000 46,500 100,000 45,000 310,376 175,000 7,150 484,000 25,350 130,000 1,000 21,256,751 277,520 120,000 30,000 404,400 831,920 IMP 831,920 6,700,022 6,700,022 28,788,693 55 Branches ..ta on Valley en a IMI Park a Erie ��. —.� .. al Farr _._ Kersey L n o Park `�.'— LINC Riverside Grover 6110 Salaries _ 760 304 908;396 662,156 930,758 104,500 699,891 704,323 6112 Benefits 281,312 336,106 244,998 344,380 38,665 258,960 2.60,6.00 6136 Workers' Compensation Total Salaries & Benefits 1,041,616 1,244,502 907,154 1,275,138 143,165 958,851 - 964,923 j 6000 Distribution to member libraries 6205 Bank fees 6220 Minor equipment/Fumiture <$5k 15,400 9,500 5,000 4,550 3,000 5,550 5,850 6236 Janitorial supplies 6249 Operating supplies 15,420 17,600 13,000 10,700 3,000 11,370 11,200 6250 Bib processing supplies 6310 Postage 100 355 100 100 30 100 134 6320 Printing _ 6340 Memberships 400 500 405 150 200 200 400 6345 Public relations 6358 Programs 6362 Electric 40,600 37,342 41,352 60,362 4,500 16,094 55,320 16,673 1,500 6364 Water & sewer 9,325 4,097 8,402 15,666 2,665 2,062 2,805 3,854 300 6365 Natural gas 13,546 5,359 4,919 8,366 700 5,119 10,721 4,611 1,000 6367 Telephones 6369 Disposal services 8,824 5,214 1,364 5,610 630 3,000 4,414 1,869 200 6379 Professional contracts 6,900 58,000 1,160 60,400 17,000 6380 Gasoline, motor oil, lubricants 6382 Repair maint.- bldg 6384 Repair maint.- vehicles 6385 Repair maint.- office equip. 500 200 500 400 6387 Repair, maint., replacement / computer 6388 Repair maint.- on-line comp 6389 Repair maint.- other equip. 5,000 - - 6393 Tuition reimbursement 6394 Travel & mileage 3,738 1,438 2,000 261 156 461 1,102 6395 In -House Training 6396 Meetings 440 240 200 200 80 195 340 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/fumiture - over $5000 - - 6940 Improvement to Buildings - 6954 New Computers & other technology 6985 Lease debt service 6986 Opening Day Collection 1,161,309 1,384,647 983,896 1,382,263 158,326 1,063,902 73,260 1,011,356 20,000 6980 _ Capital improvements - , Total 1 161, 309 1, 384, 647 983,896 1,382,263 158.326 1, 063,902 73.260 1,011,356 20, 000 56 Branches Admin Dist. Mbr To Lib 2022 2023 MOVjr,nE TOTAL TOTAL 6110 Salaries 1,092,003 3,550,493 9,412,825 10,259,980 6112 Benefits 404,043 1,313,682 3,482,746 3,796,193 6136 Workers' Compensation 85 000 85,000 85 000 Total Salaries & Benefits 1,496,046 4,949,175 12,980,571 14,141,173 6000 Distribution to member libraries 7,444,469 7,444,469 6,700,022 6205 Bank fees 1, 980 1 980 1, 980 6220 Minor equipment/Furniture <$5k 5,000 16,650 70,500 40,240 6236 Janitorial supplies 54,000 54,000 54,000 6249 Operating supplies 15,700 39,588 137,578 161,438 6250 Bib processing supplies 202,636 202,636 205,636 6310 Postage 250 35,675 36,844 37, 097 6320 Printing 19, 300 19,300 19, 300 6340 Memberships 1,150 20,056 23,461 21,106 6345 Public relations 50,540 50,540 88,265 6358 Programs 86,480 86,480 86,480 6362 Electric 30, 822 304, 565 333, 608 6364 Water & sewer 6,926 56,102 58,908 6365 Natural gas 5,388 59,729 65,429 6367 Telephones 328,924 328,924 388,924 6369 Disposal services 16,014 47,139 49,223 6379 Professional contracts 43, 528 1,054,137 1,241,125 1,292 184 6380 Gasoline, motor oil, lubricants 16,500 3,000 19,500 19,000 6382 Repair maint.- bldg 276,000 276,000 276,000 6384 Repair maint.- vehicles 15:500 2, 500 18, 000 19, 500 6385 Repair maint.- office equip. 200 180,900 182,700 201,300 6387 Repair, maint., replacement / computer 945,625 945,625 975,000 6388 Repair maint.- on-line comp 155,496 155,496 155,496 6389 Repair maint.- other equip. 10,000 15,000 29,000 6393 Tuition reimbursement 26,000 26,000 26,000 6394 Travel & mileage 8,175 26,861 44,192 49,463 6395 In -House Training 26,200 26,200 28,300 6396 Meetings 1,800 4, 275 7,770 7,525 6397 Out -of -House Training & Conferences 40,800 40,800 40,800 6398 Treasurers fee 550,000 550,000 475,000 6410 Books 577, 000 577, 000 585, 000 6425 Newspapers/periodicals 61,000 61,000 46,500 6430 Ebooks 137,000 137,000 100,000 6460 Compact discs 38,800 38,800 45,000 6480 Software 310,376 310,376 310,376 6490 DVD/BluRay Ray 166, 900 166, 900 175, 000 6495 Other expense 5,650 5,650 7,150 6496 Electronic resources 464,000 464,000 484,000 6500 Platform Fees 15,900 15,900 25,350 6510 Insurance 125, 000 125, 000 130, 000 6520 Equipment rental 1,000 1,000 1,000 6530 Lease / rental expense - - - 6952 Equip/furniture - over $5000 - 120, 000 120,000 120,000 6940 Improvement to Buildings - - 6954 New Computers & other technology 30,000 30,000 30,000 6985 Lease debt service - _ - - 6986 Opening Day Collection 1,000;000 1.000.000 277,520 1,603,849 12,218,574 7,444:469 28,505,852 28,384,293 404,400 6980 Capital improvements - 31,061,024 31,061,024 Total 1,603,849 43,279,598 7,444,469 59.566;876 28,788,693 57 Administration 50/51 sitAdmin 01 B.UT Exec 02 Dir 03 Assoc Dir Community Relations 53 Information Technology 54 • Resources 5 Human Departments 6000 Tax Distrbtn - member libraries 7,444,469 6136 Workers' Compensation 85,000 6205 Bank fees 6220 Minor equipment/furniture <$5k - 50 1,000 10,000 800 6236 Janitorial supplies 6249 Operating supplies 6,000 100 375 18,950 2, 200 _ 1,313 6250 Bib processing supplies 6310 Postage 50 200 100 50 6320 Printing 18,800 6340 Memberships 300 860 830 5,594 830 7,602 6345 Public relations 39,550 10,650 6358 Programs 86,480 - 6362 Electric 30,822 6364 Water and sewer 6,926 6365 Natural gas 5,388 I 6367 Telephones 328,924 6369 Disposal services 14,514 1,500 6379 Professional contracts 37,200 36,020 4,764 36,602 94,846 6380 Gasoline, Motor Oil, Lubricants - 6382 Repair maint.- bldg 6384 Repair maint.- vehicles - 6385 Repair maint.- office equip 180,900 6387 Repair, maint., replacement / computer 945,625 6388 Repair maint.- online comp 155,496 6389 Repair maint.- other equip. 10,000 6393 Tuition reimbursement 26,000 6394 Travel & mileage 2,600 3,878 2,300 1,250 3,575 1,400 6395 In -House Training 26,200 6396 Meetings 2,000 600 75 600 150 - 6397 Out -of -House Training&Conferences 500 300 40.000 6398 Treasurers fee 550,000 6410 Books 6425 Newspapers/periodicals 6430 Ebooks 6460 Compact discs 6480 Software 310,376 6490 Video/DVD 6495 Other expense 3,500 6496 Electronic resources 6500 Platform Fees 6510 Insurance 125,000 6520 Equipment rentals 6530 Lease / rental expense - Capital Outlay 6952 Equipment over $5000 - 6940 Improvement to Buildings r 6954 New Computers & Other Technology - 30,000 6980 Capital improvements - - 6985 Lease debt service - 6986 Opening Day Collection DEPARTMENT TOTAL 8,305,369 5,500 5,638 129,630 90,708 2,016,278 208,861 58 Administration 56 Finance 57 Foundation 58 Facilities Services 59 Collection 2022 2023 Resources Total Total Departments 6000 Tax Distrbtn - member libraries 7,444,469 6,700,022 6136 Workers' Compensation 85,000 85,000 6205 Bank fees 1, 980 1, 980 1, 980 6220 Minor equipment/furniture <$5k - 1,500 3,300 16,650 8,100 6236 Janitorial supplies 54,000 54,000 54,000 6249 Operating supplies 750 200 9,700 39,588 50,788 6250 Bib processing supplies 202,636 202,636 205,636 6310 Postage 825 600 33, 850 35,675 35, 700 6320 Printing 500 19,300 19,300 6340 Memberships 1,000 1,090 1,500 450 20,056 17,501 6345 Public relations 340 50,540 88,265 6358 Programs 86,480 86,480 6362 Electric 30,822 33,904 6364 Water and sewer 6,926 7,619 6365 Natural gas 5,388 5,927 6367 Telephones 328,924 388,924 6369 Disposal services 16,014 15,965 6379 Professional contracts 67,305 - 347,300 430,100 1,054,137 1,095,677 6380 Gasoline, Motor Oil, Lubricants 3,000 3,000 3,000 6382 Repair maint.- bldg 276,000 276,000 276,000 6384 Repair maint.- vehicles 2,500 2,500 2,500 6385 Repair maint.- office equip 180,900 200,000 6387 Repair, maint., replacement/ computer 945,625 975,000 6388 Repair maint.- online comp 155,496 155,496 6389 Repair maint.- other equip_ . 10,000 10,000 6393 Tuition reimbursement 26,000 26,000 6394 Travel & mileage _ 168 840 8,000 2,850 26,861 32,293 6395 In -House Training 26,200 28,300 6396 Meetings 750 100 4,275 4,675 6397 Out -of -House Training&Conferences - 40,800 40,500 6398 Treasurers fee 550,000 475,000 6410 Books 577,000 577,000 585,000 6425 Newspapers/periodicals 61,000 61,000 46,500 6430 Ebooks 137,000 137,000 100,000 6460 Compact discs 38,800 38,800 45,000 6480 Software - - 310,376 310,376 6490 Video/DVD 166,900 166,900 175,000 6495 Other expense 2,150 - 5,650 7,150 6496 Electronic resources 464,000 464,000 484,000 6500 Platform Fees 15,900 15,900 25,350 6510 Insurance 125,000 130,000 6520 Equipment rentals 1,000 1,000 1,000 6530 Lease / rental expense - - Capital Outlaw 6952 Equipment over $5000 120,0.0.0 - 120,000 6940 Improvement to Buildings 6954 New Computers & Other Technology - 30,000 30,000 6980 Capital improvements 31,061,024 31,061,024 404,400 6985 Lease debt service - - 6986 Opening Day Collection 1, 000, 000 1, 000, 000 277, 520 DEPARTMENT TOTAL 72,028 ; 6,470 31,875,824 3,143,586 45,859,892 13,750,848 59 RESOLUTION TO ADOPT BUDGET 21-2 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 2022, AND ENDING ON THE LAST DAY OF DECEMBER 2022. 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 13, 2021, and interested taxpayers were given the opportunity to file or register any objections to said proposed budget. NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: Section 1. That estimated expenditures for each fund are as follows: General Fund Debt Service Fund $59,566.876 $ 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 $ 70,698,742 1,473,256 34,032,044 $106.204.042 $ 60 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 13th day of December, A.D., 2021. Attest: Chairman, Board of Trustees Attest: iii)/(tAcy Secretary/Treasurer, Board of Trustees 61 RESOLUTION TO APPROPRIATE SUMS OF MONEY 21-3 A RESOLUTION APPROPRIATING SUMS OF MONEY TO THE VARIOUS FUNDS AND SPENDING AGENCIES, IN THE AMOUNTS AND FOR THE PURPOSE AS SET FORTH BELOW, FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2022 BUDGET YEAR. WHEREAS, the Board of Trustees has adopted the annual budget in accordance with the local Government Budget Law, on December 13, 2021 and WHEREAS, the Library Board has made provision therein for revenues in an amount equal to or greater than the total proposed expenditures as set forth in said budget, and WHEREAS, it is not only required by law, but also necessary to appropriate the revenues provided in the budget to and for the purposes described below, so as not to impair the operations of the District. NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: That the following sums are hereby appropriated from the revenue of each fund, to each fund, for purposes stated: General Fund: Current Operating Expenses $19,911,383 Capital Outlay 32,211,024 Transfers (internal activities) Distribution to Member Libraries 7,444,469 Total General Fund $59,566,876 Debt Service Fund: Principal & Interest & Other $ ADOPTED, this 13th day of December, A.D., 2021. ATTEST: Chairman, Board of Trustees ATTEST: Secretary/Treasurer, Board of Trustees 62 RESOLUTION TO SET MILL LEVIES 21-4 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2021 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2022 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 13, 2021, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $33,170,297 WHEREAS, the 2021 valuation for assessment for the High Plains Library District as certified by the Weld County Assessor is $10,440,760,746 NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the High Plains Library District, Colorado: Section 1: That for the purpose of meeting all general operating expenses of the High Plains Library District during the 2022 budget year, there is hereby levied a tax of 3.177 mills upon each dollar of the total valuation for assessment of all taxable property within the District for the year 2021. Section 2: That the District Executive Director is hereby authorized and directed to immediately recertify to the County Commissioners of Weld County, Colorado, the mill levies for the High Plains Library District as hereinabove determined and set. ADOPTED, this 13th day of December, A.D., 2021. ATTEST: Chairman, Board of Trustees ATTEST: Secretary/Treasurer, Board of Trustees 63 1050 County Tax Entity Code DOLA LGID/SID 62079/1 CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners' of On behalf of the the of the WELD COUNTY , Colorado. HIGH PLAINS LIBRARY A (taxing entity) Board of Trustees (governing body)$ 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) 12/14/2021 (local govemment)C $10,793,345,450.00 (GROSSD assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) $10,440,760,746.00 (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) for budget/fiscal year 2022 (yyyy) PURPOSE (see end notes for definitions and examples) LEVY2 REVENUE2 1. General Operating Expenses" 2. <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR GENERAL OPERATING: 3. General Obligation Bonds and Interests 4. Contractual Obligations" 5. Capital Expenditures`' 6. Refunds/Abatements' 7. Other" (specify): 3.177 mills $ 33170296.89 < > mills $ < 3.177 0.020 mills 0 33170296.89 mills $ 0 mills $ 0 mills $ 0 mills $ 208815.21 mills $ mills $ Contact person: (print) Signed: TOTAL: r Sum of General Operating Subtotal grid Lines 3 to 7 Natalie Wertz 3.197 Daytime phone: Title: mills $ 33379112.10 19705068566 Finance Manager Include one copy of this tax entity's completed form when filing the kcal government's budget by January 31st, per 29-1-113 C.RS., with the Division of Local Government /DLG). Room 521 1313 Sherman Street. Denver. CO 80203. Questions? Call DLG at /303) 864-7720. ' If the taxing entity's boundaries include more than one county, you must certify the levies to each county. Use a separate form for each county and certify the same levies uniformly to each county per Article X, Section 3 of the Colorado Constitution. 2 Levies must be rounded to three decimal places and revenue must be calculated from the total NET assessed valuation (Line 4 of Form DLG57 on the County Assessor's FINAL certification of valuation). Page 1 of 4 64 DLG 70 (Rev.6/16) CERTIFICATION OF TAX LEVIES, continued THIS SECTION APPLIES TO TITLE 32, ARTICLE 1 SPECIAL DISTRICTS THAT LEVY TAXES FOR PAYMENT OF GENERAL OBLIGATION DEBT (32-1-1603 C.R.S.). Taxing entities that are Special Districts or Subdistricts of Special Districts must certify separate mill levies and revenues to the Board of County Commissioners, one each for the funding requirements of each debt (32-1-1603, C.R.S.) Use additional pages as necessary. The Special District's or Subdistrict's total levies for general obligation bonds and total levies for contractual obligations should be recorded on Page 1, Lines 3 and 4 respectively. CERTIFY A SEPARATE MILL LEVY FOR EACH BOND OR CONTRACT: BONDS': 1. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: 2. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: CONTRACTS": 3. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: 4. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: Use multiple copies of this page as necessary to separately report all bond and contractual obligations per 32-1-1603, C.R.S. Page 2 of 4 65 DLG 70 (Rev.6/16) RESOLUTION TO SET MILL LEVIES 21-5 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2021 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2022 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 13, 2021, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $648,847 WHEREAS, the 2021 valuation for assessment for the High Plains Library District as certified by the Boulder County Assessor is $204,232,532 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 2022 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 2021. 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 13th day of December, A.D., 2021. ATTEST: Chairman, Board of Trustees ATTEST: Secrreasurer, Board of Trustees 66 County Tax Entity Code DOLA LGID/SID CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners' of On behalf of the the of the Boulder County , 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) Area' the tax levies must be $ calculated using the NET AV. The taxing entity's total property tax revenue will be derived from the mill levy multiplied against the NET assessed valuation of: 12/14/2021 Submitted: (no later than Dec. 15) (local govemment)C 206,766,937 (GROSS° assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) 204,232,532 (NET 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 2022 (mm/dd/yyyy) for budget/fiscal year PURPOSE (see end notes for definitions and examples) LEVY2 REVENUE 1. General Operating Expenses" 2. <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR GENERAL OPERATING: 3. General Obligation Bonds and Interest' 4. Contractual Obligations' 5. Capital Expenditures" 6. Refiinds/Abatements" 7. Other" (specify): 3.177 3.177 .020 mills $ 648,847 mills 648,847 mills $ mills $ mills $ mills $ 4,085 mills $ mills $ TOTAL. r Sum of General Operating Subtotal andlines 3 to 7 3.197 mills 652,932 Contact person: (print) Signed: Natalie Wertz Daytime phone: Title: (970) 506-8566 Finance Manager Include one copy of this tax entity's completed form when ftltYtg'the local government's budget by January 31st, per 29-1-113 C.R.S., with the r)ivision of Loral Government ()1.O Room 521. /313 .Sherman Street. Denver CO 80 )3 Questions? Call DIG at (303) 864-7710 ' 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. a 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 67 DLG 70 (Rev.6/16) CERTIFICATION OF TAX LEVIES, continued THIS SECTION APPLIES TO TITLE 32, ARTICLE 1 SPECIAL DISTRICTS THAT LEVY TAXES FOR PAYMENT OF GENERAL OBLIGATION DEBT (32-1-1603 C.R.S.). Taxing entities that are Special Districts or Subdistricts of Special Districts must certify separate mill levies and revenues to the Board of County Commissioners, one each for the funding requirements of each debt (32-1-1603, C.R.S.) Use additional pages as necessary. The Special District's or Subdistrict's total levies for general obligation bonds and total levies for contractual obligations should be recorded on Page 1, Lines 3 and 4 respectively. CERTIFY A SEPARATE MILL LEVY FOR EACH BOND OR CONTRACT: BONDS': 1. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: 2. Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: CONTRACTS': 3. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: 4. Purpose of Contract: Title: Date: Principal Amount: Maturity Date: Levy: Revenue: N/A N/A 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 68 DLG 70 (Rev.6/16) LEASE -PURCHASE SUPPLEMENTAL SCHEDULE TO THE ADOPTED BUDGET (29-1-103(3)(D), C.R.S. BUDGET YEAR 2022 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 2022 $ II. ALL LEASE -PURCHASE AGREEMENTS NOT INVOLVING REAL PROPERTY Description of Lease -Purchase Item(s): Description of Lease -Purchase Agreement(s): Total amount to be expended for all Non -Real Property Lease Purchase Agreements in Budget Year: Year Amount 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: 69 2022 Capital Improvement OVERVIEW OF CAPITAL IMPROVEMENT PROGRAM PROCESS It is the practice of the High Plains Library District (HPLD) to develop, maintain, and revise when necessary a continuing Capital Improvement Program (CIP). The CIP covers a five-year planning horizon, identifying infrastructure and facility projects that the District plans to undertake. Defining a Capital Improvement To be included in the CIP, projects need to meet one of the following criteria: • Construction of a new District asset or expansion of an existing District -owned facility, including preliminary planning and surveys, cost of land (if applicable), staff and contractual services for design and construction, and related furnishings and equipment. • Initial acquisition of a major equipment system, which will become a District asset that has a cost of $10,000 or more and a useful life of at least three years. • Major renovation or rehabilitation of an existing District -owned facility that requires an expenditure of $10,000 or more and will extend the life of the original District asset. Exceptions have been made for inclusion of a few projects that do not meet the above criteria to make them more visible to the public and the HPLD Board of Trustees (BOT). Steps from Submittal to Approval The CIP process begins with the District's annual Budget kick-off meeting with all Directors and Managers. The Directors and Managers are given the months of July and August to develop their CIP requests and review future year requests based on their assessment of needs. The 2022 - 2026 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 2022 through 2026 totals approximately $32.9 million. The 2022 budget includes funds to construct LINC (a library / innovation center in Greeley) and remodel and improve district -owned facilities. Funding will be from 2022 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 2022 recommended budget. Projects included in the subsequent years (2023-2026) 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 2022 year. 71 CAPITAL IMPROVEMENT PROGRAM 2022 2023 2024 2025 2026 Location/Item Description arbon Valle Regional Libra RTU1, RTU2, RTU3, RTU4 $ 474,000 Roof Replacement $ 640,000 Total $ 640,000 $ - $ - $ 474,000 $ - . entennial Park Library - _' '- Hot water system pump in boiler room $ 16,000 Roof 275,000 P-2 Hot water system pump $ 16,000 Total $ 16,000 $ 291,000 $ - $ - $ - istrict Support Services ills New Tech Eqpt (Computer, Phone, Server...) $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 Repair, replacement & new equipment $ 70,000 $ 70,000 $ 70,000 $ 70,000 $ 7Q000 DSS Water Heater $ 8,000 DSS RTU 5, 6,7, and 8 _ $ 56,000 Air conditioning for garage area $ 25,000 RTU 2 _ _ $ 142,000 Special projects (Facilities) $ 10.000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 Special projects (IT) $ 50,000 I $ 50,000 $ 50,000 m $ 50,000 $ 50,000 Total $ 185,000 $ 224,000 $ 160,000 $ 160,000 $ 302,000 Community Library al „Sin RTU-1 and 2 $ 474,024 Roof Replacement $ 340,000 f Farr RTU1, Regional RTU2, Libra RTU3, , RTU4, „, RTU5 Total $ 814,024 $ 206,000 $ - $ - $ - $ - 2 Pumps for hot water system 32,000 3 Exhaust fans 7,400 Total $ 206,000 $ 39,400 $ - $ - $ - iverside Library and Cultural Center °.- ..... ......... r Total $ - $ - $ Is - - ibrary Buildings, PC Centers, and Facilities LINC (Library and Innovation Center) $ 27,000,000 Grover $ 350,000 Centennial Park Library remodel and parking lot $ 2,000,000 k Total $ 29, 350, 000 $ - $ - w $ - $ - r Grand Total $ 31.211,024 $ 554,400 $ 160.000 $ 634.000 $ 302,000 72 CAPITAL IMPROVEMENT PROGRAM New Computers & Other Technology: IT projects $ 50,000 Repair, replacement & new equipment $ 100,000 Sub total $ 150,000 Capital Improvements: LINC (Library and Innovation Center) $ 27,000,000 Grover $ 350,000 Carbon Valley improvements $ 640,000 Erie improvements _ _ $ 814,024 Farr improvements _ $ 206,000 DSS improvements $ 35,000 Centennial Park improvements $ 2,016,000 Sub total $ 31,061;024 Total Capital outlay $ 31,211 024 Equip/furniture > $5k _ $ - New Computers & Other Technology $ 150,000 Capital Improvements $ 31, 061,024 $ 31,211,024 ■ Equip/furniture > $5k ■ New Computers & Other Technology Capital Improvements 73 Z022 Department Budgets 01-xxxx-50-01 Board of Trustees Expense Account Actual 2020 YTD 6/30/2021 I Budget 2021 I Budget 2022 Planned 2023 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 - Operating supplies 341 502 100 100 100 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 300 300 300 6345 • Public Relations 6358 • Programs 6362 - Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 - Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 - Travel and Mileage 1,218 730 2,600 2,600 2,600 6396 • Meetings 739 2,000 2,000 2,100 6397 • Out -of -House Training & Conferences 500 500 500 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 2, 298 1, 232 5, 500 5,500 5,600 75 01-xxxx-50-02 Executive Director Expense Account Actual 2020 YTD 6/30/2021 Budget 2021 Budget 2022 Planned 2023 6220 • Minor Equipment/Furniture <$5k 150 6221 • E -book Readers 6236 • Janitorial supplies 6249 a Operating supplies 302 42 6250 • Bib Processing Supplies 6310 • Postage 6320 - Printing 6340 • Memberships 455 255 860 860 360 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 - Water and sewer 6365 • Natural gas 6367 w Phones 6369 Disposal Services 6379 • Professional Contracts 6380 a Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 a 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 a Travel and Mileage 2, 626 533 3,878 3, 878 2,000 6396 • Meetings 17 600 600 600 6397 • Out -of -House Training & Conferences 300 300 300 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 3,400 830 5,638 5,638 3,410 76 01-xxxx-50-03 Associate Directors Expense Account Actual 2020 YTD 6/30/2021 Budget 2021 Budget 2022 Planned 2023 100 6220 • Minor Equipment/Furniture <$5k 50 50 6236 • Janitorial supplies 6249 • Operating supplies 159 375 375 225 6250 - Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 425 830 830 450 6345 • Public Relations 6358 • Programs 49,406 25,949 92,000 86,480 86,480 6362 - Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 Disposal Services 6379 • Professional Contracts (131) 5,102 30,500 36,020 36,020 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 - Repair maint. - vehicles 6385 - Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 - Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 1,408 198 2,300 2,300 1,335 6396 - Meetings 155 91 75 75 75 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 670 3,500 3,500 5,000 6510 • Insurance 6520 - Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 129,685 52, 092 31, 340 129, 630 129,630 77 01-xxxx-10-00 Centennial Park Expense Account a Actual 2020 YTD 6/30/2021 I Budget 2021 I Budget 2022 I Planned 2023 10,868 2,600 9,500 3,200 6220 • Minor Equipment/Furniture <$5k 3,122 6221 - E -book Readers 6236 - Janitorial supplies 6249 • Operating supplies 10,807 3,852 16,000 17,600 17,500 6250 - Bib Processing Supplies 6310 - Postage 155 355 355 6320 • Printing 6340 - Memberships 220 49 300 500 500 6345 - Public Relations 6358 Programs 6362 - Electric 32,471 15,955 42,641 37,342 41,076 6364 - Water and sewer 3,563 648 3,117 4,097 4,507 6365 - Natural gas 4,287 4,086 4,155 5,359 5,895 6367- Phones 258 6369 - Disposal Services 4,534 4,066 4,273 5,214 5,735 6379 - Professional Contracts 33,009 28,896 53,988 58,000 58,000 6380 - Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 - Repair maint. - vehicles 6385 - Repair maint. - office equipment 371 495 500 500 500 6387 - Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 - Repair maint. - other equipment 6394 - Travel and Mileage 52 863 1,438 1,998 6395 • In -House Training 6396 - Meetings 119 240_ 240 240 6397 - Out -of -House Training & Conferences 6480 Software 6495 - Other Expense 6510 - Insurance 6520 • Equipment Rentals 6952 - Equip/furniture-over $5000 6954 • New Computers & Other Technology 6980 - Capital improvements Total 100,301 61,427 128,832 140,145 139,506 78 (01-xxxx-15-00 Farr Expense Account Actual 2020 I YTD 6/30/2021 I Budget 2021 I Budget 2022 AL I Planned 2023 845 1,813 4,820 4,550 2,500 6220 • Minor Equipment/Furniture <$5K 6236 • Janitorial supplies 6249 • Operating supplies 8,413 2,023 10,500 10,700 13,500 6250 • Bib Processing Supplies 6310 - Postage 34 100 100 100 6320 • Printing 6340 • Memberships 100 150 150 250 6345 • Public Relations 6358 • Programs 6362 • Electric 52,489 16,940 61,466_ 60,362 66,398 6364 • Water and sewer 13,623 3,822 10,449 15,666 17,233 6365 • Natural gas 6,693 5,672 11,913 8,366 9,203 6367 • Phones 6369 • Disposal Services 4,878 l 3,320 4,414 5,610 6,171 6379 • Professional Contracts 848 , 541 1,160 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 14,000 6394 • Travel and Mileage 53 74 261 261 261 6396 • Meetings 39 200 200 200 6397 - Out -of -House Training $ Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 - Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & Other Technology 6980 - Capital improvements Total 88,015 34,205 105,433 107,125 130,976 79 01-xxxx-20-00 Carbon Valley Actual 2020 I YTD 6/30/2021 I Budget 2021 I Budget 2022 I Planned 2023 Expense Account 6220 • Minor Equipment/Furniture <$5k 3,415 8,264 14,500 15,400 6221 • E -book Readers 6224 - CVRL Foundation Purchases 6236 • Janitorial supplies 6249 • Operating supplies 10,579 4,269 14,770 15,420 14,920 6250 • Bib Processing Supplies 6310 • Postage 26 85 100 100 6320 - Printing 6340 • Memberships 345 50 400 400 400 6345 • Public Relations 6358 • Programs 6362 • Electric 35,304 14,847 46,320 40,600 44,660 6364 - Water and sewer 8,109 2,620 3,334 9,325 10,258 6365 • Natural gas 10,837 8,088 8,428 13,546 14,901 6367 • Phones 6369 • Disposal Services 7,673 4,355 6,790 8, 824 9,706 6379 • Professional Contracts 5,900 6,900 12,000 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 10,000 5,000 5,000 6394 • Travel and Mileage 602 143 2,588 3,738 2,588 6396 • Meetings 106 ; 404 440 760 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 - Insurance 6520 • Equipment Rentals 6940 . Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New computers & other technology 6980 - Capital improvements 6986 - Opening Day Collection Total 76,996 42,636 113,519 119, 693 115, 293 80 01-xxxx-30-00 Lincoln Park Actual 2020 I YTD 6/30/2021 I Budget 2021 I Budget 2022 I Planned 2023 Expense Account 6220 • Minor Equipment/Furniture <$5k 157 5,550 5,550 5,540 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 3,508 1,517 11,370 11,370 13,000 6250 • Bib Processing Supplies 6310 • Postage 14 100 100 152 6320 • Printing 6340 • Memberships 200 200 200 6345 • Public Relations 6358 • Programs 6362 • Electric 13,995 4,913 13,859 16, 094 17,703 6364 • Water and sewer 1, 793 709 770 2,062 2,268 6365 • Natural gas 4,095 2,135 1,581 5,119 5,631 6367 • Phones 6369 • Disposal Services 2,609 1,625 825 3,000 3,300 6379 • Professional Contracts 36,487 32,978 60,400 60,400 60,400 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 - Repair maint. - vehicles 6385 - Repair maint. - office equipment 500 500 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 17 114 461 461 523 6396 • Meetings 195 195 360 6397 - Out -of -House Training &Conferences 6480 • Software 6495 - Other Expense 6510 • Insurance 6520 • Equipment Rentals 6530 - Lease / Rent Expense 6952 • Equip/furniture-over $5000 6954 • New computers and other technology 6980 - Capital improvements Total 62,675 43,991 95, 811 105, 051 109,077 81 01-xxxx-35-00 LINC - Library INnovation Center 4 Expense Account Actual 2020 I YTD I 6/30/2021 I Budget 2021 I Budget est2022 Planned sailik. 6220 • Minor Equipment/Furniture <$5K 6236 • Janitorial supplies 6249 • Operating supplies 13,500 6250 • Bib Processing Supplies 6310 • Postage 100 6320 • Printing 6340 • Memberships 250 6345 • Public Relations 6358 - Programs 6362 • Electric 6,088 55,320 55, 320 64,540 6364 • Water and sewer 823 2,805 2,805 3,242 6365 • Natural gas 4,933 10,721 10,721 12,389 6367 • Phones 6369 • Disposal Services 3,222 4,414 4,414 4,590 6379 • Professional Contracts 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 6394 • Travel and Mileage 522 6396 • Meetings 200 6397 - Out -of -House Training $ Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance _ 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & Other Technology 6980 - Capital improvements Total - 15,066 73,260 73,260 100,493 82 01-xxxx-40-00 MOVE Expense Account Actual 2020 YTD 6/30/2021 I Budget 2021 Budget 2022 I Planned 2023 6220 • Minor Equipment/Furniture <$5k 4,404 46 2,000 5,000 5,000 6236 • Janitorial supplies 6249 - Operating supplies 13,648 3,733 17,900 15,700 7,855 6250 • Bib Processing Supplies 6310 - Postage 250 250 250 6320 • Printing 12,015 6340 • Memberships 207 165 1,100 1,150 1,100 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 w Natural gas 6367 • Phones 6369 - Disposal Services 6379 • Professional Contracts 22,646 2,631 42,978 ' 43,528 20,995 6380 - Gasoline, Motor Oil, Lubricants 3,205 14,000 16,500 16,000 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 10,005 4,589 20,500 15,500 17,000 6385 • Repair maint. - office equipment 200 I 200 200 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 2,922 548 8,600 8,175 6,000 6396 • Meetings 202 ' 98 300 1,800 300 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 57,239 23,825 107,828 107,803 I 74,700 83 01-xxxx-71-00 Erie Expense Account Actual 2020 YTD 6/30/2021 I Budget 2021 I Budget 2022 I Planned 2023 6220 - Minor Equipment/Furniture <$5k 6,324 3,831 5,000 5,000 5,000 6221 • E -book Readers 6236 • Janitorial supplies 6249 - Operating supplies 10,602 5,277 13,000 13,000 14,000 6250 • Bib Processing Supplies 6310 - Postage 10 100 100 100 6320 • Printing 6340 • Memberships 783 50 455 405 405 6345 • Public Relations 6358 • Programs 6362 • Electric 35, 958 11,067 37,067 41,352 45,487 6364 • Water and sewer 7,306 1, 912 7,047 8,402 9,242 6365 • Natural gas 3,935 3,443 6,422 4,919 5,411 6367 • Phones 6369 • Disposal Services 1,091 952 1,368 1,364 1,500 6379 - Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 - Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 1,801 527 2,000 2,000 2,000 6396 • Meetings 23 200 200 200 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New computers & other technology 6980 - Capital p improvements p i Total 67, 833 27, 059 72, 659 76,742 83,345 84 01-xxxx-72-00 Kersey Library Account Actual 2020 - YTD 6/30/2021 I Budget 2021 I Budget 2022 Planned 2023 Expense 6220 • Minor Equipment/Furniture <$5k 1,424 ' 30 4,000 3,000 5,400 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 140 124 3,400 3,000 4,325 6250 • Bib Processing Supplies 6310 • Postage 37 30 105 6320 • Printing 6340 • Memberships 100 200 100 6345 • Public Relations 6358 • Programs 6362 • 605 667 4,500 4,500 4,725 Electric 6364 - Water and sewer 295 278 2,665 2,665 2,772 6365 • Natural gas 511 708 700 700 728 6367 • Phones 6369 • Disposal Services 630 630 655 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 200 200 200 6387 - Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 and Mileage 237 156 224 • Travel 6396 • Meetings 80 80 230 6397 • Out -of -House &Conferences Training 6480 - Software 6495 • Other Expense 6510 - Insurance 6520 • Equipment Rentals 6530 • Lease / Rental expense 6952 • Equip/furniture-over $5000 6954 • New computers and other technology 6980 - Capital improvements Tota I 2,975 1, 807 16, 549 15,161 19,464 85 01-xxxx-73-00 Riverside Library & Cultural Center Expense Account Actual 2020 I YTD 6/30/2021 4 Budget 2021 Budget 2022 I Planned 2023 6220 • Minor Equipment/Furniture<$5k 5,850 5,850 5,500 223 6236 • Janitorial supplies 6249 • Operating supplies 6,413 3,451 11,200 11,200 12,050 6250 • Bib Processing Supplies 6310 • Postage 101 134 134 135 6320 • Printing 6340 • Memberships 135 160 400 400 400 6345 • Public Relations 6358 • Programs 6362 • Electric 14,498 2,843 16,626 16,673 18,340 6364 • Water and sewer 3,351 113 2,633 3,854 4,239 6365 • Natural Gas 3,689 1,825 7,029 4,611 5,072 6367 - Phones 6369 - Disposal Services 1,495 1,185 2,334 1,869 2,056 6379 • Professional Contracts 25,792 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 - Repair maint. - office equipment 102 102 400 400 400 6387 • Repair maint. - computer 6388 • Repair maint. - on-line computer 6389 - Repair maint. - other equipment 6394 • and Mileage 247 98 1,102 1,102 3,054 Travel 6395 - In House Training 6396 • Meetings 58 348 340 360 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 30, 312 9,777 48, 056 46,433 77.398 86 01-x)ooc-74-00 Grover Access Point Actual 2020 YTD 6/30/21 I Budget 2021 I Budget 2022 I Planned 2023 Expense Account 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 6345 • Public Relations 6358 - Programs 6362 • Electric 1,500 1,500 1,500 6364 • Water and sewer 300 300 300 6365 • Natural gas 1,000 1,000 1,000 6367 • Phones 6369 • Disposal Services 200 200 200 6379 • Professional Contracts 17,000 17,000 17,000 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 w Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 6396 • Meetings 6397 • Out -of -House Training & Conferences 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total - - 20, 000 20, 000 20, 000 87 01-xxxx-50-51 Administration Expense Account Actual 2020 YTD 6/30/2021 Budget I 2021 Budget I 2022 Planned 2023 6136 - Workers Compensation 54,698 69,271 83,400 85,000 85,000 6205 - Bank Service Charges 6220 • Minor Equipment/Furniture <$5k 6236 • Janitorial supplies 6249 - Operating supplies 10,960 2,953 7,500 6,000 6,000 6250 • Bib Processing Supplies 6310 • Postage 33 50 50 50 6320 - Printing 6340 • Memberships 1,238 1,238 6345 • Public Relations 472 6362 • Electric 26,802 8,770 25,319 30,822 33,904 6364 • Water and sewer 6,023 2,696 4,859 6, 926 7,619 6365 • Natural gas 4,310 5,468 6,137 5,388 5,927 6367 - Phones 6369 • Disposal Services 12,811 6,353 8,733 14,514 15,965 6378 - High Plains RLSS Courier 6379 • Professional Contracts 43,319 11,690 37,200 37,200 37,200 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 733 • Travel 6395 - In -House Training 6396 • Meetings 67 6397 • Out -of -House & Conferences Training 6398 - fee 662,389 561,284 700,000 550,000 475,000 Treasurer's 6410 - Books 6425 - Periodicals 6480 • Software 6495 • Other expense 42 10 6510 • Insurance 50,190 101,133 133,265 125,000 130,000 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 873,615 _ 771, 338 1, 006,463 860,900 796,665 88 01-xxxx-50-53 Community Relations and Marketing Expense Account Actual 2020 YID 6/30/2021 I Budget 2021 Budget 2022 I Planned 2023 1,200 1,000 800 4,478 798 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 2,388 639 27,750 18,950 27,800 6250 • Bib Processing Supplies 6310 • Postage 200 200 300 6320 - Printing 4,462 5,313 22,500 18,800 18,800 6340 - Memberships 2,345 2,512 2,844 5,594 3,584 6345 • Public Relations 43,398 10,258 62,963 39,550 77,225 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 - Disposal Services 6379 - Professional Contracts 30,738 3,252 11,000 4,764 14,664 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 790 573 1,250 1,250 1,700 6396 • Meetings 41 136 500 600 500 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6987 - Construction - Graphics Total 88,640 23,481 130,207 90,708 145,373 89 01-xxxx-50-54 - Information Technology and Innovation Actual 2020 Budget 2021 Budget 2022 I Planned 2023 YTD I 6/30/2021 I Expense Account 6220 - Minor Equipment/Furniture <$5k 10,000 1,250 1,565 434 1,250 6240 - Supplies Resale - Flash Drives 6249 • Operating supplies 2,250 1,575 2,700 2,200 2,200 6250 - Bib Processing Supplies 6310 - Postage 11 100 100 100 6320 - Printing 6340 - Memberships 829 1,390 830 830 6345 - Public Relations 6358 • Programs 6362 - Electric 6364 - Water and sewer 6365 • Natural gas 6367 - Phones 262,020 185,043 325,656 328,924 388,924 6369 - Disposal Services 1,460 500 1,500 6379 - Professional Contracts 21,678 19,306 34,102 36,602 40,000 6380 - Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 - Repair maint. - office equipment 104,282 73,245 146,400 180,900 200,000 6387 - Repair, maint., replacement / compute 222,903 174,048 464,375 945,625 975,000 6388 - Repair maint. - on-line computer 122,272 121,711 140,496 155,496 155,496 6389 - Repair maint. - other equipment 33,328 5,202 10,000 10,000 10,000 6394 - Travel and Mileage 2,825 379 4,462 3,575 3,000 6395 - In -House Training 6396 - Meetings 121 150 150 150 6397 • Out -of -House Training & Conferences 6480 - Software 315,698 194,487 280,428 310,376 310,376 6495 - Other Expense 6510 - Insurance 6520 - Equipment Rentals 6952 - Equip/furniture-over $5000 6954 - New Computers & other technology 41,082 14,333 30,000 30,000 30,000 6980 - Capital Improvements 99 6985 • Lease Total 132,324 789,862 1,442, 009 2,016,278 2,117, 326 90 01-xxxx-50-55 Human Resources Actual 2020 I YTD I 6/30/2021 Budget Budget 2022 Planned 2023 2021 1 Expense Account 6220 • Minor Equipment/Furniture <$5k 539 800 800 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 719 535 1,313 1,313 1,313 6250 • Bib Processing Supplies 6310 • Postage 50 50 50 6320 • Printing 6340 • Memberships 10,130 590 6,472 7,602 7,602 6345 - Public Relations 8,057 2,488 9,550 10,650 10,700 6358 • Programs 6362 • Electric 6364 - Water and sewer 6365 - Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 85,410 39,017 93,900 94,846 112,586 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 46,872 10,383 33,000 26,000 26,000 6393 - Tuition Reimbursement 6394 - Travel and Mileage 1,018 725 1,400 1,400 3,250 18,525 976 15,800 26,200 28,300 6395 - In -House Training 6396 • Meetings 1,000 30,287 4,017 43,000 40,000 40,000 6397 • Out -of -House Conference & Meetings/ 6480 • Software 6495 - Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 201, 557 58, 731 205,485 208,861 230,601 Total 91 01-xxxx-50-56 Finance Actual 2020 I YTD 6/30/2021 1 Budget 2021 I Budget 2022 I Planned 2023 Expense Account 6205 -Bank Service Charges 1,193 601 2,040 1,980 1,980 6220 • Minor Equipment/Furniture 45k 6221 - E -book Readers 6236 - Janitorial supplies 6249 • Operating supplies 436 675 700 750 750 6250 - Bib Processing Supplies 6310 • Postage 1,600 800 750 825 825 6320 • Printing 6340 • Memberships 475 1,000 1,000 1,000 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 - Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 66,564 36,533 70,305 67,305 67,305 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 77 28 270 168 168 6394 • Travel and Mileage 6396 • Meetings 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 - Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 70, 345 38, 637 75, 065 72,028 72,028 92 01-xxxx-50-57 Foundation Expense Account Actual 2020 6/30/2011 YID Budget 2021 I Budget I a 2022 Planned 2023 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 - Operating supplies 178 19 500 200 200 6250 • Bib Processing Supplies 6310 • Postage 500 600 350 6320 • Printing 500 500 500 6340 • Memberships 285 1,180 1,090 1,375 6345 • Public Relations 340 340 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 - Professional Contracts 492 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 71 840 840 840 6395 - In -House Training 6396 • Meetings 800 750 750 & 6397 • Out -of -House Training Conferences 6480 • Software 6495 • Other Expense 250 2,150 2,150 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology 741 304 4,570 6,470 6, 505 Total 93 01-xxxx-50-58 Facilities Services Actual 2020 YTD 6/30/2021 Budget 2021 I Budget 2022 . I Planned 2023 Expense Account 6220 • Minor Equipment/Furniture <$5k 3,275 1,500 1,500 1,500 6221 • E -book Readers 6236 • Janitorial supplies 61,704 13,086 54,000 54,000 54,000 6249 • Operating supplies 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 1,500 1,500 1,500 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 407,015 24.7,06.7 347,300 347,300 347,300 6380 • Gasoline, Motor Oil, Lubricants 1,284 3,000 3,000 3,000 6382 • Repair maint. - building 231,174 137,566 350,000 276,000 276,000 6383 • Repair maint. - grounds 6384 • Repair maint. - vehicles 938 2,500 2,500 2,500 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement/ computE 133 539 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 12,995 6394 • Travel and Mileage 3,644 682 8,000 8,000 8,000 6396 - Meetings 6397 - Out -of -House & Conferences Training 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 1,000 1,000 1,000 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 37,494 120,000 120,000 6954 • New Computers & other technology 6980 • Capital Improvements 9,581,393 985,739 113,626,071 31,061,024 404,400 Total 10,340,111 1,385,617 14,394,871 31,875,824 1,219,200 94 01-xxxx-50-59 Collection Resources Expense Account Actual 2020 I YTD 6/30/2021 I Budget 2021 I Budget 2022 I Planned 2023 590 1,500 3,500 295 3,3.00 6220 • Minor Equipment/Furniture <$5k 6221 - E -book Readers 6236 - Janitorial supplies 6249 • Operating supplies 7,650 268 12,200 9,700 12,300 6250 • Bib Processing Supplies 127,437 42,363 180,635 202,636 205,636 6310 - Postage 15,418 8,986 3.2,4.52 33,850 34,025 6320 • Printing 6340 • Memberships 923 450 450 500 6345 • Public Relations 6358 • Programs _ 6362 - Electric 6364 • Water and sewer_ 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 352,979 228,240 391,600 430,100 440,602 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 562 217 2,025 2,850 9,400 6396 • Meetings 100 100 500 6397 - Out -of -House Training & Conferences 6410 - Books 569,427 238,685 527,600 577,000 585,000 6425 - Newspapers & Periodicals 37,232 11,913 55,000 61,000 46,500 6430 - Ebooks 126,376 42,671 137,950 137,000 100,000 6460 - Compact Discs 19,918 11,743 38,800 38,800 45,000 6480 • Software 6,351 6490 - DVD/BluRay 77,334 20,208 146,900 166,900 175,000 6495 • Other Expense 6496 - Electronic resources 504,185 307,994 437,500 464, 000 484,000 6500 - Platform Fees 23,718 124 18,900 15,900 25,350 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 154,381 6954 - New Computers & other technology 159,000 6986 - Opening Day Collection 75,000 1,000,000 277,520 Total 2,017,207 920,981 2,217,612 3,143,586 2,444,833 95 2022 Budget String Coding Budget String Coding - Numeric Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting: Fund Expense Location Department Project 00 - 0000 - 00 - 00 - ❑❑❑❑ Definitions: • 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. 97 Schedule of Budget Codes Fund Expense Location ❑❑ - ❑❑❑❑ - Location Codes Department Project OD - OD - ❑❑❑❑ 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 35 LINC - Library INnovation Center 40 Bookmobile 50 District Support Services 70 Ault (Northern Plains) 71 Erie 72 Kersey Library 73 Riverside Library & Cultural Center 74 Grover 75 Eaton 80 Fort Lupton 85 Hudson 90 Johnstown (Glenn A. Jones) 95 Platteville 00 High Plains Library District Department Codes 00 None 01 Board of Trustees 02 Executive Director 03 Associate Director 51 Administration 53 Public Information 54 Information Technology 55 Human Resources 56 Finance 57 Foundation 58 Facility Services 59 Collection Development 65 Virtual Library Program/Professional Contracts/Project Codes Programs 1010 Centennial Park 1015 Farr 1020 Carbon Valley 1030 Lincoln Park 1071 Erie 1072 Kersey 1073 Riverside Library & Cultural Center 8001 Outreach Projects 2012 Riverside Library & Cultural Ctr. 2013 Lincoln Park 2014 Energy Performance 3513 Interlibrary Loan system 8501 Spell Grant 6000 Tax Distribution to Member Libraries Professional Contracts 5010 Centennial Park 5015 Fan 5020 Carbon Valley 5030 Lincoln Park 5071 Erie 5072 Kersey 5073 Riverside Library & Cultural Ctr. 8002 Outreach 98 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 I Insurance payment for COBRA insurance coverage. 6110 Salaries / Wages paid to employees who are employed by the District. 6112 Life/Disability Insurance / Premium paid for short-term and long-term, life and disability insurance coverage. 6136 Worker's Compensation / Premium paid for worker's compensation insurance policy to provide medical care to employees in the case of a work related accident. 6137 Dental Insurance / Premium paid for dental insurance coverage as elected by employees. 6138 Medical Insurance / Premium paid for medical insurance coverage as elected by employees. 6139 Vision Insurance / Premium paid for vision insurance coverage as elected by employees. 6140 Social Security / Social Security taxes paid by the District on the employees' behalf. 6144 Retirement/401A/457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6145 Legal Shield / Employee paid Legal Services. 6146 Medicare / Federal withholding contribution as part of social security program. 6148 Federal Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6149 State Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6200 Retirement — Employer Contribution / Amount paid by District to match employees' contribution to the 401A retirement plan. 6203 Fees — Other / Miscellaneous fees. 6205 Bank Services Charges / Fees paid for bank services. 6220 Minor Equipment / Items costing less than $5000, such as VCRs, projectors, televisions, display units and typewriters. 6221 E Readers / Kindle Fires and IPads. 6224 Foundation Purchases / Items purchased by the District that the Foundation has approved for funding. 6236 Janitorial Supplies / Items used to clean and supply facilities, such as floor finish, stain remover, toilet tissue, paper towels, hand soap, and vacuum bags. 6249 Operating Supplies / Items such as pens, paper, tape, scissors, desk accessories, binders, paper clips, security cases, seasonal decorations, break room supplies, and craft supplies. Items costing $100 and less. 6250 Tech Processing Supplies / Items purchased for processing library collection items. 6310 Postage / Mailing costs for sending letters and packages. 6320 Printing / Printing and copying of materials for internal or external use. 6340 Memberships / Payment of membership dues to professional organizations. 6345 Public Relations / Advertising expenses, including recruitment ads, newspaper publications and promotional items. 6358 Programs / Expenditures to promote and conduct programs such as Summer Reading, National Library Week and Children's Read Week. May include prizes, arts and crafts, supplies, decorations and refreshments. 6362 Electric / Expenditures for electrical services provided by a public utility company. 6364 Water and Sewer / Expenditures for services provided by public or private companies. 6365 Natural Gas / Expenditures for natural gas services provided by a public utility company. 6367 Phones / Phone service charges paid to a private utility company, including cell phones and networking line connections. 6369 Disposal Services / Pick up and removal of waste and recyclable materials. 6379 Professional Contracts / Payment for services rendered by outside contractors (organizations or individuals). 99 6380 Gasoline, Motor Oil, Lubricants / Expenses for fuel and lubricants to operate District vehicles. 6382 Repair & Maintenance -Buildings 1 Materials and supplies for the repair and maintenance of District buildings. Includes light bulbs, paint, lumber, and hardware supplies. 6384 Repair & Maintenance -Vehicles / Repair and maintenance costs for District vehicles. 6385 Repair & Maintenance -Office Equipment / Services, supplies and maintenance agreements purchased to repair and maintain office equipment, such as copy machines, microfiche reader/printers and fax machines. 6387 Repair, Maintenance, Replacement - Computer / Services, supplies and maintenance agreements purchased to repair and maintain computer equipment, such as monitors, central processing units and printers. Also includes cost of replacement computers. 6388 Repair & Maintenance -On-line Computer / Cost of upkeep for the Dynix Horizon system. 6389 Repair & Maintenance -Other Equipment / Services, supplies and maintenance agreements purchased to repair and maintain any equipment that is not otherwise classified. 6393 Tuition Reimbursement / Reimbursement for classes taken by those employees continuing their education. 6394 Travel & Mileage / Reimbursement for mileage, parking, meals, and incidental expenses incurred by a District employee when conducting District business. This does not include expenses incurred for conferences and training. 6395 In -House Training / Costs of in-house classes and seminars for staff needs. 6396 Meetings 1 Incidental expenses incurred when hosting or attending meetings. 6397 Out -of -House Training & Conferences / Expenses incurred for conference attendance, and out -of -house training. 6398 Treasurer Fee / Fees paid to the county for collection and distribution of property taxes. 6410 Books / Hardbound or softbound materials purchased, not via a subscription. 6425 Periodicals / Printed materials purchased with a subscription for magazines, newspapers, or professional journals. 6430 E Books / Recorded audio materials in cassette type form. 6460 Compact Discs / Recorded audio materials including music in compact disk (CD) form. 6480 Software / Published software programs and site licenses. 6490 DVD/Blue Ray / Recorded visual material in DVD or Blue Ray format. 6495 Other Expense / Expenses not otherwise classified. 6496 Electronic Resources / Subscription costs for online databases. 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District. 6520 Equipment Rentals / Rental costs for equipment rented by the District including rentals of postage machine rental. 6952 Equipment/Furniture over $5000 / Equipment or furniture items costing more than $5000. 6953 RFID / Costs for the collection management and inventory control system. 6954 New Computers & Other Technology / Includes personal computers, monitors, printers, and multi -functional equipment. 6980 Capital Improvements / Permanent repairs, upgrades, remodel or improvements made to enhance the appearance of a District building. 6985 Lease Payment / Payments made to lease Library buildings. Debt service transfer for 2001 COPS and 2006 COPS. 6986 Opening Day Collection / Expenses incurred in purchasing Library materials for opening day inventory. 100 Budget String Coding - Alpha Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting: Fund Expense Location Department Project 00 - 0000 - 00 - 00 - ❑❑❑❑ Definitions: • 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. 101 Schedule of Budget Codes Fund Expense Location DO - ❑❑❑❑- DO - Location Codes 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 35 LINC - Library INnovation Center 40 Bookmobile 50 District Support Services 70 Ault (Northern Plains) 71 Erie 72 Kersey Library 73 Riverside Library & Cultural Center 74 Grover 75 Eaton 80 Fort Lupton 85 Hudson 90 Johnstown (Glenn A. Jones) 95 Platteville 00 High Plains Library District Department Project 0 - ❑❑❑❑ Department Codes 00 None 01 Board of Trustees 02 Executive Director 03 Associate Director 51 Administration 53 Public Information 54 Information Technology 55 Human Resources 56 Finance 57 Foundation 58 Facility Services 59 Collection Development 65 Virtual Library Programs/Professional Contracts/Proiect Codes Programs 1010 Centennial Park 1015 Farr 1020 Carbon Valley 1030 Lincoln Park 1071 Erie 1072 Kersey 1073 Riverside Library & Cultural Center 8001 Outreach - programming Project 2010 2013 2014 3513 8501 Riverside Library & Cultural Ctr. Lincoln Park Energy Performance project Interlibrary Loan system Spell Grant Professional Contracts 5010 Centennial Park 5015 Farr 5020 Carbon Valley 5030 Lincoln Park 5071 Erie 5072 Kersey 5073 Riverside Library & Cultural Ctr 8002 Outreach - professional contracts 102 Fund Code 01 General Fund / for the High Plains Library District Expenditure Codes 6205 Bank Services Charges / Fees paid for bank for funding. 6410 Books I Hardbound or softbound materials purchased, not via a subscription. 6980 Capital Improvements I 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 Electro.ic 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 induding rentals of postage meter machines. 6148 Federal Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6203 Fees —Other / Miscellaneous fees. 6224 Foundation Purchases / Items purchased by the District that the Foundation has approved for funding. 6380 Gasoline, Motor Oil, Lubricants / Expenses for fuel and lubricants to operate District vehicles. 6395 In -House Training / Costs of in-house classes and seminars for staff needs. 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District. 6236 Janitorial Supplies / Items used to clean and supply facilities, such as floor finish, stain remover, toilet tissue, paper towels, hand soap, event, and vacuum bags. 6985 Lease Payment / Payments made to lease Library buildings. Debt service transfer for 2001 COPS and 2006 COPS. 6145 Legal Shield / Employee paid Legal Services 6112 Life/Disability Insurance / Premium paid for short-term and long-term, life and disability insurance coverage. 6138 Medical Insurance / Premium paid for medical costs for insurance coverage as elected by employees. 6146 Medicare / Federal withholding contribution as part of social security program. 6340 Memberships / Payment of membership dues to professional organizations. 6396 Meetings / Incidental expenses incurred when hosting or attending meetings. 6220 Minor Equipment / Items costing less than $5000, such as VCRs, projectors, televisions, display units and typewriters. 6365 Natural Gas / Expenditures for natural gas services provided by a public utility company. 6954 New Computers & Other Technology / Includes personal computers, monitors, printers, and multi -functional equipment. 6986 Opening Day Collection / Expenses incurred in purchasing Library materials for opening day inventory. 6249 Operating Supplies I 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 joumals. 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 intemal 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 103 Read Week. May include prizes, arts and crafts supplies, decorations and refreshments. 6345 Public Relations /Advertising expenses, including recruitment ads, newspaper publications and promotional items. 6382 Repair & Maintenance -Buildings / Materials and supplies for the repair and maintenance of District buildings. Includes light bulbs, paint, lumber, and hardware supplies. 6387 Repair, Maintenance, Replacement- Computer / Services, supplies and maintenance agreements purchased to repair and maintain computer equipment, such as monitors, central processing units and printers. Also includes cost of replacement computers. 6385 Repair & Maintenance -Office Equipment Services, supplies and maintenance agreements purchased to repair and maintain office equipment, such as copy machines, microfiche reader/printers and fax machines. 6388 Repair & Maintenance -On-line Computer / Costs of upkeep for the Dynix Horizon system. 6389 Repair & Maintenance -Other Equipment Services, supplies and maintenance agreements purchased to repair and maintain any equipment that is not otherwise classified. 6384 Repair & Maintenance -Vehicles / Repair and maintenance costs for District vehicles. 6144 Retirement/401A/457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6200 Retirement — Employer Contribution / Amount paid by District to match employees' contribution to the 401A retirement plan. 6110 Salaries / Wages paid to employees who are employed by the District. 6140 Social Security / Social Security taxes paid by the District on the employees' behalf. 6480 Software / Published software programs and site licenses. 6149 State Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6000 Tax Distribution to Member Libraries 6250 Tech Processing Supplies / Items purchased for processing library collection items. 6105 Third Party Health Insurance Payment / Insurance payment for COBRA insurance coverage. 6394 Travel & Mileage / Reimbursement for mileage parking, meals, and incidental expenses incurred by a District employee when conducting District business. This does not include expenses incurred for conferences and training. 6398 Treasurer Fee / Fees paid to the county for collection and distribution of property taxes. 6393 Tuition Reimbursement / Reimbursement for classes taken by those employees continuing their education. 6139 Vision Insurance / Premium paid for vision insurance coverage as elected by employees. 6364 Water and Sewer / Expenditures for services provided by public or private companies. 6136 Worker's Compensation / Premium paid for worker's compensation insurance policy to provide medical care to employees in the case of a work related accident. 104 2022 Statistical / Supplemental Section High Plains Library District Proposed Budget 2022 Revenue Over / (Under) Revenues Expenditures Expenditures Original Proposed Budget 35,417,601.00 53,392,067.00 (17,974,466.00) Adjustments to Original Proposed Budget: Adjusted property tax revenue Adjusted distributions to members Adjusted state grant for libraries Added Grover project - capital and operating Increased roof repair budget for Carbon Valley and Erie Increased budget allocation for LINC 82, 689.00 5,010.00 82,689.00 A (15,191.00) 15,191.00 A 5,010.00 B 370,000.00 (370,000.00) C 820,000.00 (820,000.00) D 5,000,000.00 (5,000,000.00) E 35,505,300.00 59,566,876.00 (24,061,576.00) A - The proposed budget was prepared based on the preliminary information and estimates. The final valuations were released by the county assessors the last week of November. B - After the proposed budget was presented, the state released the final grant funding allocation amounts. C - Added the Grover access point project - $350,000 capital project and $20,000 operating expenditures. D - Increased roof repair budgets for Carbon Valley and Erie based on preliminary roof assessments. E - Projection was revised by contractor and owner's rep. Less work will be completed in 2021 than expected and more work will be done in 2022. Total project budget was not increased. 106 High Plains Library District Long-range financial planning Actual Actual Actual Actual Actual Actual Estimated Budget Projected Projected Projected Projected Projected 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Property Tax Specific Ownership Tax Earnings on Investments Other Revenue $ 26,881,943.00 $ 35,222,965.00 $ 26,947,573.00 $ 27,482,605.00 $ 33,496,472.00 $ 44,310,058.00 $ 44,300,000.00 $ 34,032,044.00 $ 28,746,272.00 $ 29,033,735.00 $ 29,324,073.00 $29,910,554.00 $30,508,765.00 1,854,124.00 2,223,820.00 2,125,055.00 2,128,161.00 2,324,831.00 2,175,372.00 1,900,000.00 1,200,000.00 1,500,000.00 1,515,000.00 1,530,150.00 1,545,452.00 1,560,906.00 157,228.00 209,436.00 278,255.00 738,244.00 1,151,723.00 588,213.00 50,000.00 80,000.00 100,000.00 60,000.00 36,000.00 21,600.00 12,960.00 349,391.00 239,651.00 180,052.00 255,915.00 182,317.00 375,191.00 209,784.00 193,256.00 125,000.00 126,250.00 127,513.00 128,788.00 130,075.00 Total Revenue 29,242,686.00 37,895,872.00 29,530,935.00 30,604,925.00 37,155,343.00 47,448,834.00 46,459,784.00 35,505,300.00 30,471,272.00 30,734,985.00 31,017,736.00 31,606,394.00 32,212,706.00 Salaries and Benefits Distribution to Member Libraries Other Operating Expenditures Capital Expenditures Transfer for Debt Service 8,689,179.00 9,169,139.00 8,987,418.00 9,402,408.00 10,220,963.00 10,725,361.00 11,400,000.00 12,980,571.00 14,141,173.00 14,629,706.00 15,149,836.00 15,689,631.00 16,249,886.00 6,529,173.00 9,438,503.00 6,227,241.00 6,083,007.00 7,730,409.00 9,794,220.00 10,288,265.00 7,444,469.00 6,700,022.00 6,365,021.00 6,555,972.00 6,687,091.00 6,820,833.00 5,052,782.00 5,893,749.00 4,958,090.00 5,189,945.00 5,898,675.00 5,418,627.00 6,210,076.00 6,930,812.00 7,115,578.00 7,417,726.00 7,641,725.00 7,872,801.00 8,111,187.00 108,638.00 370,588.00 53,149.00 1,588,720.00 2,236,239.00 9,754,687.00 8,908,071.00 32,211,024.00 831,920.00 160,000.00 634,000.00 302,000.00 314,080.00 2,092,762.00 9,867,286.00 1,104,216.00 1,097,027.00 123,541.00 22,472,534.00 34,739,265.00 21,330,114.00 23,361,107.00 26,209,827.00 35,692,895.00 36,806,412.00 59,566,876.00 28,788,693.00 28,572,453.00 29,981,533.00 30,551,523.00 31,495,986.00 Increase (Decrease) In Fund Balance 6,770,152.00 3,156,607.00 8,200,821.00 7,243,818.00 10,945,516.00 11,755,939.00 9,653,372.00 (24,061,576.00) 1,682,579.00 2,162,532.00 1,036,203.00 1,054,871.00 716,720.00 Beginning Fund Balance 12,972,517.00 19,742,669.00 22,899,276.00 31,100,097.00 38,343,915.00 49,289,431.00 61,045,370.00 70,698,742.00 46,637,166.00 48,319,745.00 50,482,277.00 51,518,480.00 52,573,351.00 Ending Fund Balance 19,742,669.00 22,899,276.00 31,100,097.00 38,343,915.00 49,289,431.00 61,045,370.00 70,698,742.00 46,637,166.00 48,319,745.00 50,482,277.00 51,518,480.00 52,573,351.00 53,290,071.00 Notes and Assumptions: Significant decrease in revenue expected in 2022 - approximately 22%. Property tax revenue expected to decrease by approximately 15% again in 2023 and remain fairly flat through the next 5 years. Mill levy for operations continues at 3.177. Minimal capital outlay after 2022. No staff addtions are planned for 2022. Minimal staff additions in 2023 to staff LINC. No staff additions planned after 2023. Inflation to continue. 107 High Plains Library District Assessed and Estimated Actual Value of Taxable Property Last Ten Fiscal Years (in thousands of dollars) Assessed Total Value as a Taxable Estimated Total % of Levy Vacant Residential Commercia Industrial Natural State Assessed Actual Taxable Direct Tax Actual Year Land Property I Property Property Agricultural Resources Oil & Gas Assessed Value Value Rate Value 2011 59,313 893,155 600,970 207,560 109,046 12,221 2,338,283 593,893 4,814,441 19,664,487 3.249 24.483% 2012 55,684 902,490 637,249 279,787 111,959 11,555 3,225,865 625,554 5,850,143 21,467,579 3.249 27.251% 2013 49,578 897,581 613,627 325,483 132,082 14,056 3,750,013 678,356 6,460,776 22,463,026 3.249 28.762% 2014 46,605 915,284 620,508 430,782 138,769 14,625 5,544,193 710,011 8,420,777 25,523,496 3.249 32.992% 2015 55,985 1,146,858 655,020 525,734 168,228 18,440 7,374,473 740,461 10,685,199 31,560,980 3.249 33.856% 2016 48,576 1,192,400 677,672 680,033 172,787 18,187 4,708,785 771,524 8,269,964 29,936,864 3.249 27.625% 2017 65,994 1,413,932 764,517 795,317 197,001 18,605 4,369,798 813,039 8,438,203 35,327,035 3.249 23.886% 2018 57,708 1,460,074 785,202 822,019 199,744 22,062 6,338,480 814,026 10,499,315 38,645,508 3.249 27.168% 2019 76,518 1,789,785 959,571 938,681 190,691 25,222 9,194,058 893,660 14,068,186 48,245,043 3.177 29.160% 2020 66,708 1,846,452 988,053 1,217,340 195,667 25,995 8,297,234 1,036,480 13,673,929 49,819,777 3.177 27.447% 2021 85,929 2,090,013 1,087,648 1,196,260 198,836 28,229 4,928,661 1,199,532 10,815,108 50,408,438 3.177 21.455% Source: Weld County Assessor's office 108 High Plains Library District Property Tax Levies and Collections Last Ten Fiscal Years (amounts expressed in thousands) Levy Collect Year Year 2010 2011 2011 2012 2012 2013 2013 2014 2014 2015 2015 2016 2016 2017 2017 2018 2018 2019 2019 2020 2020 2021 Total Tax Levy for Fiscal Year' Source: 1 Final Budget 2 YTD Treasurer's Tax Distribution 3 Not available for years not shown 13,609 15,880 19,074 21,063 27,320 35,255 26,930 27,390 33,949 45,044 43,095 Collected within the Fiscal Year of the Levy Tax Amount 2 Percent of Levy 13,581 15,832 19,023 21,038 26,882 35,223 26,962 27,515 33,870 44,671 43,008 109 99.8% 99.7% 99.7% 99.9% 98.4% 99.9% 100.1% 100.5% 99.8% 99.2% 99.8% Collections in Subsequent Years 3 Total Collections to Date Tax Amount 13,581 15,832 19,023 21,038 26,882 35,223 26,962 27,515 33,870 44,671 43,008 Percent of Levy 99.8% 99.7% 99.7% 99.9% 98.4% 99.9% 100.1% 100.5% 99.8% 99.2% 99.8% High Plains Library District Principal Taxpayers December 31, 2020 2020 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value Kerr-Mcgee Oil & Gas Onshore LP Noble Energy Inc. PDC Energy Inc. Extraction Oil & Gas LLC Crestone Peak Resources, LP Highpoint Operating Corporation Bonanza Creek Energy Inc. PDC Energy Inc.(KEA) Great Western Oil & Gas Co LLC Kerr Mcgee Gathering LLC Encana Oil & Gas (USA) Inc. Vestas Blades America Inc. Public Service Company of Colorado (Xcel) Colorado Interstate Gas Co. Petroleum Development Corp. Merit Energy DCP Midstream LP Total Gross Taxable Assessed Valuation Source: Weld County Assessor 2,054,086,240 1,380,683,980 1,150,639,650 601,100,310 459,131,310 447,879,840 390,730,470 362,805,270 326,272,340 266,453,900 $ 7,439,783,310 $ 13,673,932,860 110 1 2 3 4 5 6 7 8 9 10 15.02% 10.10% 8.41% 4.40% 3.36% 3.28% 2.86% 2.65% 2.39% 1.95% 2011 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value 737,284,110 2 978,636,640 1 63,672,300 7 184,505,010 3 182,601,420 4 158,911,600 5 74,626,980 6 49,306,900 8 35,685,060 9 34,991,500 10 54.41% $ 2,500,221,520 18.45% 24.49% 1.59% 4.62% 4.57% 3.98% 1.87% 1.23% 0.89% 0.88% 51.92% High Plains Library District Demographic and Economic Statistics Last Ten Fiscal Years High Plains Library District Year Patron Population 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Weld County Population Total Personal Income ($ billions) Per Capita Income Unemployment Rate 236,815 240,898 245,989 251,308 257,157 259,688 268,307 270,901 280,771 298,361 254,759 263,691 263,691 269,785 274,487 284,876 296,397 304,435 314,305 331,895 6.93 7.76 8.35 8.35 8.35 8.35 11.20 12.50 14.50 15.30 27,186 25,233 29,986 31,657 27,047 42,787 42,701 44,080 46,172 50,198 9.10% 8.70% 6.70% 3.90% 3.80% 2.60% 3.40% 2.70% 2.30% 7.20% Source: Upstate Colorado in cooperation with the University of Northern Colorado and the State of Colorado demographic. Library Research Service State of Colorado for HPLD population. Weld County Comprehensive Annual 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. 111 High Plains Library District Principal Employers - Weld County December 31, 2020 2020 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 State Farm Insurance Companies UC Health City of Greeley Halliburton Energy Services State of Colorado (includes UNC) Carestream Health, Inc. Aims Community College Total Principal Employers Other Employers Total County Employment Source: Upstate Colorado and Weld County 6,000 3,710 2,890 2,860 1,783 1,530 1,200 1,030 905 900 22,808 147,193 170,001 112 1 2 3 4 5 6 7 8 9 10 3.53% 2.18% 1.70% 1.68% 1.05% 0.90% 0.71% 0.61% 0.53% 0.53% 13.42% 86.58% 100.00% 2011 Employees Percentage of Total County Rank Employment 4,500 3,000 1,600 2,300 1 2 5 3 1,372 6 1,350 7 874 9 1,658 900 521 18,075 93,359 111,434 4 8 10 4.04% 2.69% 1.44% 2.06% 1.23% 1.21% 0.78% 1.49% 0.81% 0.47% 16.22% 83.78% 100.00% Pre iminary Population Forecast for Weld County NUMBER OF PEOPLE 700,000 600,000 500,000 400,000 300,000 200,000 100,000 254,230 • • 284,855 331,184 10. �• 373,613 530,828 • • 576,659 429,763 • • 482,139 619,627 • Juishaim. ku10 2015 2020 cu25 2030 2035 2040 2045 2050 YEAR 113 Property Tax Classification and Assessment Rate —SB21-293 & Initiative 27 June 21, 2021 Type of Property Current Assessment Rate Assessment rate — SB21-293 Assessment rate IF SB21-293 & Initiative 27 passes Assessment rate had SB21-293 not passed and Initiative 27 does pass Non-residential Hotels, motels and B &Bs — 'lodging properties' 29% 29% 26.4% 26.4% Renewable Energy Production 29% 26.4% (for property tax years 2022 and 2023). Returns to 29% in property tax year 2024. 26.4% (for two years) 26.4% Agricultural Property 29% 26.4% (for property tax years 2022 and 2023). Returns to 29% in property tax year 2024. 26.4% (for two years) 26.4% Commercial, Vacant, Industry 29% 29% 29% 26.4% Oil & Gas 87.5% 87.5% 87.5% 87.5% Residential Multi -family housing (i.e. apartments) 7.15% 6.80% (for property tax years 2022 and 2023). Returns to 7.15% in property tax year 2024. 6.5% 6.5% All other residential property 7.15% 6.95% (for property tax years 2022 and 2023). Returns to 7.15% in property tax year 2024. 6.95% (for two years) 6.5% Expanded Tax Deferral Program — under CRS 39-3.5.106, the state treasurer pays the county treasurer for the deferred taxes claimed by seniors and active servicemembers and backfills local governments. This is existing law. SB21-293 opens this program up to all taxpayers — regardless of age/servicemember status. Taxpayers who wish to use this program: 1.) must have more than a 4% increase in their tax liability (from the average amount owned in the previous two years); 2.) can defer no more than $10,000 over multiple years; and 3.) must defer a minimum amount of $100 in any given year. (These limits do not apply to seniors and active servicemembers.) Example: If my property tax bill averaged $2,000 over the previous two years, I cannot defer any tax below $2,080 ($2,000 plus 4%). If my tax bill is now $2,300, I can defer an amount between $100 and $220. Seniors and servicemember, however, can defer the entire $2,300 amount. CCI COI 010110 COI, IIF.S. IN( rr...-Ae„e. Eq.... 114 2022 Glossary of Terms GLOSSARY Abatement — A complete or partial cancellation of a levy imposed by a government. Accrual Basis — A basis of accounting in which transactions are recognized at the time they are incurred, as opposed to when cash is received or spent. Ad Valorem — Commonly referred to as property taxes, are levied on both real and personal property according to the property's valuation and the mill levy (tax) rate. Annual Comprehensive Financial Report — An annual financial report of the government's fiscal condition, which includes a minimum of three parts: 1) Introductory section providing background on the government, 2) Financial section including the combined general purpose financial statements and notes, and 3) Statistical section comprising 15 or more tables of non -audited information composed of 10 -year trend data on revenues, expenditures and tax collections. Appropriation — A legal authorization to incur obligations and to make expenditures for specific purposes. Assessed Valuation — The valuation set upon real estate and certain personal property by the County Assessor as a basis for levying property taxes. Asset — Resources owned or held by a government which have monetary value. Audit — A systematic collection of the sufficient, competent evidential matter needed to attest to the fairness of management's assertions in the financial statements or to evaluate whether management has efficiently and effectively carried out its responsibilities. The auditor obtains this evidential matter through inspection, observation, inquiries and confirmations with third parties. Available (Undesignated) Fund Balance — This refers to the funds remaining from the prior year which are available for appropriation and expenditure in the current year. Balance Sheet - The financial statement disclosing the assets, liabilities and equity of an entity at a specified date in conformity with GAAP (Generally Accepted Accounting Principles). 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 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. 116 Budgetary Basis — This refers to the basis of accounting used to estimate financing sources and uses in the budget. This generally takes one of three forms: GAAP, cash, or modified accrual. Budget Calendar — The schedule of key dates which a government follows in the preparation and adoption of the budget. Budgetary Control — The control or management of a government in accordance with the approved budget for the purpose of keeping expenditures within the limitations of available appropriations and resources. Capital Assets —Assets of significant value and having a useful life of several years. Capital assets are also called fixed assets. Capital Budget — The appropriation of bonds or operating revenue for improvements to facilities, and other infrastructure. Capital Improvements — Expenditures related to the acquisition, expansion or rehabilitation of an element of government's physical plant; sometimes referred to as infrastructure. Capital Improvement Program (CIP) — A plan for capital outlay to be incurred each year over a fixed number of years to meet capital needs arising from the government's long-term needs. Capital Outlay — Fixed assets which have a value of $5,000 or more and have a useful economic lifetime of more than one year; or assets of any value if the nature of the item is such that it must be controlled for custody purposes as a fixed asset. Capital Project — Construction, acquisition, or renovation activities which add value to a government's physical assets or significantly increase their useful life. Also called capital improvements. Capital Reserve — An account used to segregate a portion of the government's equity to be used for future capital program expenditures. Cash Basis — A basis of accounting in which transactions are recognized only when cash is increased or decreased. CGFOA - Colorado Government Finance Officers Associations. Colorado chapter of the Government Finance Officers Association (see GFOA). CGFO — Certified Government Finance Officer. Certification program offered and administered through the CGFOA. Compensated Absences — Absences, such as vacation, illness, and holidays, for which it is expected employees will be paid. The term does not encompass severance or termination pay, post -retirement benefits, deferred compensation, or other long-term fringe benefits, such as group insurance and long- term disability pay. 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. 117 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. Disbursement — The expenditure of monies from an account. 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. GAAP — Generally Accepted Accounting Principles. Uniform minimum standards for financial accounting and recording, encompassing the conventions, rules and procedures that define accepted accounting principles. GASB — Governmental Accounting Standards Board. The authoritative accounting and financial reporting standard -setting body for government entities. 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. 118 Goal — A statement of broad direction, purpose or intent based on the needs of the community. A goal is general and timeless. 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. 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. 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 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. 119 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. 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. Unreserved Fund Balance — The portion of a fund's balance that is not restricted for a specific purpose and is available for general appropriation. ACRONYMS ADA Americans with Disabilities Act ALA American Library Association ALTA American Library Trustee Association CAFR Comprehensive Annual Financial Report CAL Colorado Association of Libraries CGFOA Colorado Government. Finance Officers Association CLiC Colorado Library Consortium COPs Certificates of Participation CRM Community Relations and Marketing Department CRS Colorado Revised Statutes DLG Division of Local Government DSS District Support Services ESL English as a Second Language FDIC Federal Deposit Insurance Corporation GAAP Generally Accepted Accounting Principles 120 GFOA Government Finance Officers Association HPLD High Plains Library District HR Human Resources ILL Interlibrary Loan ILS Integrated Library System IRS Internal Revenue Service IT Information Technology ITI Information Technology and Innovation Department LINC Library Innovation Center MOVE Mobile, Outreach, Virtual, Experiences Department MPLA Mountain States Employers Council MSEC Mountain States Employers Council 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 SRA Summer Reading Adventure STEM Science, Technology, Engineering, and Math TABOR Colorado Taxpayers Bill of Rights 121 Hello