Loading...
HomeMy WebLinkAbout20195069.tiffrt. 4 highpiap.s ct Finance Department 2650 W. 29th Street Greeley, Colorado 80631 Annual Budget 2020 Adopted December 9, 2019 Board of Trustees CottMvnlco•k-on S Kenneth Poncelow, Chairman Mary Heberlee, Vice Chairman Bob Grand, Secretary/Treasurer John Damsma Gerri Holton Mary Roberts Joyce Smock cc: cr(ag/sc), FI() 2019-5069 l2/1o/t9 w high airs Library District Administrative Office 2650 W. 29th Street Greeley, CO 80631 District Support Team Dr. Matthew Hortt, Executive Director 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 James Melena, Community Relations and Marketing Manager Elena Rosenfeld, Community Engagement and Strategies Manager Susan Staples, Manager of IT and Innovation Jordana Vincent, Collection Resources Manager Natalie Wertz, Finance Manager Abby Yeagle, Foundation Director Managers Melissa Beavers, Centennial Park Library Rita Kadavy, Riverside Library and Cultural Center Joanna McNeal, Erie Community Library Cindy Osborne, Lincoln Park Library Charlene Parker, Farr Regional Library Collection Resources Mana r Charks Krueger Doug Campbell Lisa Walters Anent: fend Co"ecti n Krs:. rot II 1?t.trs C2 .1 t: I.2'•Aru n Acc; !t:r sAsta -t kyle Kulp Mq;hann Lrtmcr Inn M elk•r Frin griping ):rltitl Nun man e. I Li...Elena Executive Assistant L.,0 Kathy Webb I )r Matthew Hortt Board of Trustees Executive Director Patron Experience Specialist Tony Brewer r - 4, �► _ Community Relations Community and Marketing Engagement & Mana r j Strategies Manager James Melena Ctimatad J:•'4. CC::trttt:.'.ty Res:ars and ?staked lib arias: Rosenfeld Associate Director of Public Services r Enr„t ,rcr1 „- High Plains Library District Organizational Chart Foundation Board Manager of IT & Innovation Susan Staples IT ln!ral:s;x »Itc L;z: '4. I♦ 45 II Associate Director of ' Foundation Director Human Resources Eric Ewing - 1 r Abby Yeagle Table of Contents Budget Message Letter to the Board 7 Budget Narrative 12 Strategic Goals and Strategies 12 Short -Term Organization Factors 12 Priorities and Issues 13 Fund Description and Fund Structure 14 Basis of Budgeting 14 Financial Policies 14 Budget Process 14 Fund Balance 16 Revenues 16 Long-range Financial Plans 16 Capital Expenditures 16 Impact of Capital Investments on Operating Budget 17 Debt 18 Position Summary Schedule 18 Department Descriptions 19 Branch Services Carbon Valley Regional Library 20 Centennial Park Library 20 Erie Community Library 20 Farr Regional Library 21 Kersey Library 21 Lincoln Park Library 21 Riverside Library and Cultural Center 22 Department of Community Engagement 22 Outreach Department 22 Community Relations and Marketing Department 23 District Support Services Collection Resources Collection Development 25 Interlibrary Loan and Prospector 25 Bibliographic Services 25 Materials Coordination 25 Finance Department 26 Human Resources Department 26 Facilities Department 26 Information Technology and Innovation Department 28 HPLD Foundation and Development 28 Goals and Objectives and Performance Measures 29 2019 District Budget Budgeted Revenue and Expenditures 49 2019 Budget Summary 50 Weld Library Finance Corporation Debt Service Fund 56 Resolution to Adopt Budget 57 Resolution to Appropriate Sums of Money 59 Resolution to Set Mill Levies, Weld County 60 Certification of Tax Levies, Weld County 61 Resolution to Set Mill Levies, Boulder County 63 Certification of Tax Levies, Boulder County 64 Lease -Purchase Schedule 66 Capital Improvement Program Narrative 68 Item Description by Location 69 Department Budgets Board of Trustees 72 Executive Director 73 Associate Directors 74 Centennial Park Library 75 Farr Regional Library 76 Carbon Valley Regional Library 77 Lincoln Park Library 78 Outreach Services 79 Erie 80 Kersey 81 Riverside Library and Cultural Center 82 Administration 83 Community Relations and Marketing 84 Information Technology and Innovation 85 Human Resources 86 Finance 87 Foundation 88 Facilities Services 89 Collection Resources 90 Budget String Coding Numeric Sort 92 Alpha Sort 96 Statistical / Supplemental Section Assessed and Estimated Actual Value of Taxable Property 101 Property Tax Levies and Collections 102 Principal Taxpayers 103 Demographic and Economic Statistics 104 Principal Employers 105 2020 Budget Message highpjajn.s ct December 9, 2019 Dear Board of Trustees and High Plains Library District Taxpayers: .ldiitiuistrati<rit 2(s.;(► \V. 996.Street ( :evict' CO 8O(,31 Pluuic: (`I70) 506-8.550 Fax: (`t70) .306-83.51 It is our pleasure to submit to you our 2020 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: Building better communities. Our Vision: To build a solid reputation, increase overall participation, and unite residents by being so connected to communities that the library: • Becomes everyone's first and best choice for life-long learning. • Is seen as a necessary and important community asset. • Is a community destination and gathering place. 7 high)1ain s �Lil>rary District Our Values: .l(itniuist ati<ui 26.IO vV. 9!ra Suc c t (:nevi v (•)St)(i31 1'L(ulc: (U70 .r(Iti-8.i.i1) Fax:070) .rtui-S.r.r 1 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. • 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. 8 • hl h� 1 n s �l.ib1� rar� Uistrirl Overview ;lclntitti,ttatiun 2(;.i(t NV. 29'".5ttcct ( :mcicy ( .( ) $O(131 Plums': (9 (1) .i0(i-;i.3.-M 1•ax: (97(t) .iU(i-M.i.il 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 2020 proposed budget includes funds for an expansion of the Erie Library, a library / innovation center in Greeley, a larger location for the Kersey Library, a facility in Grover, a library to serve the Town of Mead and surrounding area, and continuing to provide a quality level of library services. The budgeted general fund revenues for 2020 are $47,382,241 and the budgeted general fund expenditures for 2020 are $49,996,469. The excess of budgeted expenditures over budgeted revenues ($2,614,228) will be paid for out of the 2020 Beginning Fund Balance. The primary reason for the excess of budgeted expenditures over budgeted revenues is the amount and significance of capital projects anticipated in 2020. Next year's budgeted revenues have increased 29.23% from the 2019 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 an increase in the minimum wage that will become effective January 1, 2020. There are some planned staff additions that will allow High Plains Library District to better serve the increasing population. High Plains Library District also plans to maintain an 80% / 20% ratio of District to staff contributions for health insurance premiums. The budget includes funds to continue to participate in Prospector which allows patrons increased access to additional resources beyond the High Plains Library District collection. The major source of revenue for the District is derived from a 3.177 mill levy applied to the assessed value of portions of Weld and Boulder County properties. Property tax which includes delinquent taxes, refunds and abated taxes comprise 95.06% percent of the District's budgeted revenue for 2020 while specific ownership tax is 4.22%. The remaining .72% percent consists of fines, fees, investment earnings and miscellaneous revenues. Oil and gas Assessed Value accounts for approximately 62.5% of the District's net total taxable assessed valuation within Weld County for 2020. 9 • allIS l.II)I-ary Dist I -ICI • Property Taxes ■ Specific Ownership Taxes • Other Revenue Administration 263(1 NV. 29th Su 1 ec't ( ;reeky ( I ) 80631 Phone: (970) .io(i-f.i30 Fax: (970) 306-S.53 1 The expenditures of the district are comprised of salaries and benefits that equal 25.78% of the budgeted expenditures, operating expenditures add an additional 14.01%, capital outlay equals 40.01%, and the tax distribution to member libraries equals 20.20% of the total budgeted expenditures. • Salaries and Benefits • Operating • Capital Outlay s • Member tax distributions 10 highplain.s ihrar� 1)istrrt 26.;0 vv'. 99th titt(( I (;Icck-c ('() 80(i;tl Plums ; (97o) ,i01i-R.i,i(1 Fax: (170) .i0(i-R.i.il 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 2020 budget will be continuously evaluated to assure that funds are expended judiciously. Respectfully submitted, Dr. Matthew Hortt Executive Director In Th.- Natalie Wertz Finance Manager 11 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 involved holding focus groups with community members throughout the library district, meeting with other 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 board in November 2018. Excellence, Access, Unity, Stewardship, Aspiration, Literacy, and Fiscal Strength are the focal points of the strategic plan. The strategic plan includes completing and submitting an application for the Baldridge Performance Excellence Program every year, developing a facilities master plan by December 31, 2019; providing access to wireless locations in every community throughout the district by December 31, 2024; developing a human books mentor program by December 31, 2023; increasing the community's level of digital literacy by December 31, 2024; working with other economic interests to get a firm understanding of economic forecasts and their meaning for district revenues by December 31, 2019; allocating annual funding to adequately maintain facilities by December 31, 2019; and selecting and focusing on targeted segments of the population to design programs and services to create positive outcomes in the populations' lives by December 31, 2019. 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. High Plains Library District will need to provide library services to those individuals. That influences decisions about facilities and staffing. The budget for 2020 includes capital projects and an increased salary budget that are needed to serve the growing population. Most of the property tax base for High Plains Library District is from oil and gas production. That causes significant volatility in the revenue stream. The Colorado Legislature passed SB19-181 in April 2019. That law changes the way oil and gas production is regulated in Colorado. The uncertainty about how that law will impact 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. 12 The economy in the state and the local area has been strong. In recent years, oil and gas production has been at near -record to record high levels. Unemployment remains low. Housing costs are increasing. This creates a competitive environment to attract talent and increases pressure on wages. These factors have influenced the decisions made about salary levels and benefit programs offered to staff. Priorities and Issues In addition to the factors noted above, the diversity of the population in the service area is an issue that 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. Resources have been allocated in the budget for citizenship, English as a Second Language (ESL), and Right to Read classes. 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. The library district covers a very large geographical area. 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 additional resources. Significant resources were allocated to the Outreach Department in 2017 through 2019 to replace two older vehicles, add a vehicle to the fleet, and to add additional staff. Funds have been allocated in the 2020 budget to support Outreach department operations. The Information Technology and Innovation (ITI) Department budget will allow High Plains Library District to continue to maintain and improve access to electronic resources throughout the district. The ballot issue from 1999 that increased the property tax mill levy to allow for the issuance of Certificates of Participation requires the district to reduce the property tax mill levy by $1,000,000 when the debt has been paid off. The final payment on the debt was made in December 2019. 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 operating and capital budgets 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 2020 budget. The basic priority has been and continues to be providing high -quality library services throughout the district. The focus for 2020 has been refined to moving to more skills -based programming, specific capital 13 projects as recommended in the facilities master plan, and a marketing plan to increase awareness of the value that the libraries provide to their communities. 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 2020 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, 2019. There is no debt service fund budget appropriated for 2020. 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 (the same basis of accounting used in the audited financial statements). The accounting system is employed as a budgetary management control device during the year to monitor individual expenditures. The legal level of control is at the fund level. All annual appropriations lapse at year end. Financial Policies / 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. Budget Process The High Plains Library District budget 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. During August and early September, the Finance Department compiles the requests and reviews them with the Executive Director and Associate Directors. The requests 14 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 2020 was presented to the board at the October 7, 2019 board meeting. The proposed budget is then posted on the High Plains Library District web site and a copy is available in the administrative office for public review. A public hearing notice is published. Per state statute, the board of trustees must adopt the budget and certify the mill levy by December 15 each year. The 2020 budget was adopted and the mill levy was certified at the December 9, 2019 board meeting. The adopted budget is then posted on the High Plains Library District web site 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. 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 15 — Deadline for certification of mill levy to county commissioners. Local governments levying a property tax must adopt their budgets before certifying the levy to the county. 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. 15 Fund Balance Fund balance may be defined as the noncapital portion of net assets. Revenues The primary revenue source (approximately 95%) of the High Plains Library District is the property tax mill levy. The revenue estimate for the budget is calculated based on the certification of assessed valuation received from the county assessors and the mill levy that is certified by the board and county commissioners. Long-range Financial Plans Some of the long-range financial plans include construction of additional facilities within the district as recommended by the facilities master plan. The overview of the capital improvement program process provides more information on the projects. The strategic plan includes goals of reviewing and revising the facilities master plan annually, taking into account newly identified needs, and allocating annual funding to adequately maintain the facilities. The 2020 budget includes a capital improvement program and allocates funds to maintain current facilities. The district plans to finance the capital improvements with available resources and donations. 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 if revenues take a downturn. During 2019, the Finance Department received information from Weld County government officials and obtained information from the Colorado Oil and Gas Conservation Commission. That information was used to refine the financial forecast for High Plains Library District. The forecast was considered in developing the budget for 2020. 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 possible economic downturns. Capital Expenditures The facilities master plan recommends a few capital expenditure projects for the district. The 2020 budget includes funds allocated for the following projects: Erie Library expansion and remodel — adding approximately 5,000 square feet to the Erie Library. This will provide additional meeting room space, storytime room space, and study rooms. The estimated project cost is $5,000,000. 16 New Greeley Library / Innovation Center — purchasing an existing building and remodeling the building for a library / innovation center. Approximately 41,000 square feet with an estimated project cost of $10,000,000. Kersey Library — purchasing an existing building and remodeling the building for a library. Approximately 3,200 square feet with an estimated project cost of $1,296,000. Grover Facility — purchasing property to provide additional services in the area. Estimated project cost of $350,000. Mead Library — construction of a library to serve the Town of Mead and the surrounding area. Approximately 4,000 square feet with an estimated project cost of $5,000,000. 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 Repairs and Maintenance Erie Library Expansion $11,100 $4,100 $44,500 New Greeley Library / Innovation Center $318,665 $33,500 $363,500 Kersey Library $144,200 $7,400 $27,200 Grover Facility $55,500 $7,400 $27,200 Mead Library $263,305 $9,250 $34,000 High Plains Library District does not expect any significant savings as a result of the planned capital projects. High Plains Library District and High Plains Library District Foundation are soliciting grants and donations to help fund the capital projects. At this time, the additional grant and donation revenue anticipated for the projects is not known. Because the capital projects will be financed using current available cash and investments, a decrease in earnings on investments is expected. 17 Debt The legal debt limit for High Plains Library District is 1.5% of assessed value or $210,027,615 as of December 31, 2019. 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, 2019. High Plains Library District has no current plans to issue new debt. Position Summary Schedule 2018 2019 Budgeted 2020 Librarians 23 30 35 Library Associates 53 56 58 Pages and Materials Clerks 32 35 35 Facilities 9 8 9 Collection Resources 15 15 15 Information Technology Innovation 7 8 9 Community Relations and Marketing 5 6 7 Managers and Supervisors 20 21 21 Administration (Executive Director, Associate Directors, HR, Finance, Foundation) 12 13 13 Total 176 192 202 Personnel are being added to serve the growing population in the High Plains Library District. 18 DEPARTMENT DESCRIPTIONS BRANCH SERVICES High Plains Library District (HPLD) serves more than 270,000 residents of Weld County and part of Boulder County and covers a geographic area of almost 4,000 square miles. Our mission of building communities is carried out by our well -trained staff and through our strong collection of library materials. Currently HPLD offers more than 580,000 items to its patrons. The district strives to provide a collection that balances viewpoints across a broad spectrum of opinion and subject matter in formats suitable to a variety of learning and recreational interests and skills. Our locations offer a wide selection of materials including children, teen, and adult fiction and non-fiction materials in print, audio, video, and electronic formats (CDs, DVDs, e -books and downloadable audio books). The district also provides a collection of magazines, journals and newspapers, and subscribes to more than 80 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. Our libraries are equipped with computer labs which staff use to teach classes to the public on a variety of computer related topics. When not used for classes, the labs are open to the public for research and personal computer use. In addition, each of the district's libraries provides free Wi-Fi connectivity. As an extension of traditional service, each library hosts a variety of programming for all ages that encourages reading, literacy, education, 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. 19 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, caf� 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 52 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, a small conference room, and a teen computer lab. In addition, the library features a unique 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 of 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 with the ability to hold up to 65,000 items. The 20,000 square foot facility provides 24 public access computers and features a living room with a fireplace, an outdoor patio, a small conference room, a community meeting room, and designated teen area. The library also includes a unique kite-themed storytime room. In line with the district's strategic plan, "expanding services as demand and usage increase", in 2020, the Erie Community Library will expand to meet the needs of the growing Erie community. To reach this goal, the library will undergo expansion and renovation to increase the number of study rooms from one room to four and increase the number of larger community meeting rooms from one to three. The additional meeting rooms will also allow for more programming as well as for programs to accommodate more participants. A third room for programming will serve as a craft area and maker space where we will offer new programs to all ages including life skills and multi -generational programming. The children's storytime area will be expanded from its current size of 593 square feet to a new room of 897 square feet to accommodate more patrons at storytime. The storytime room will remain open between storytimes to become a usable space for 20 patrons, thereby increasing the size of the entire children's area. The library will add 8 Library Associate hours per week to provide more children's programming on evenings and weekends for patrons who are unable to attend on weekdays. With the additional rooms available for programming and additional staff hours, we plan to increase the number of programs offered to the Erie community by 20% and the number of participants in programs by 30%. The additional meeting rooms are scheduled to be completed and available for use by the end of April 2020 and the entire expansion project is scheduled to be completed by the end of 2020. 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 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 Kersey Library provides 5 public access computers, copy/print/fax services, a place to pick up holds, a collection of DVDs and a small collection of items for checkout. In addition to the existing adult book club, Kersey Library expanded services in 2019 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 shares part of its 800 square feet with the Kersey Senior Center. There are conversations being held about moving the Kersey Library to a new location which will increase space for services and programs. The new location adjoins to a community park that is heavily used and will better position the facility to be a community hub. 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 21 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 has become a destination library for neighborhoods surrounding the library and the Evans community. The 18,500 square foot library is part of a joint use cultural center which is operated and maintained by the City of Evans. The library can hold up to 30,000 items and provides 30 public access computers. The library features four study rooms, a fireplace, plenty of casual seating, and a multi -purpose room for community and library programs. The building also includes large, well-equipped meeting rooms, local history displays, office spaces, a police sub -station, and an outdoor plaza which includes a play area for children. DEPARTMENT OF COMMUNITY ENGAGEMENT — AN ARM OF PUBLIC SERVICES Community Engagement The Community Engagement arm of public services focuses on: • Bringing services and programs to the community members outside of the walls of our facilities through vehicle -based delivery and communication tools such as phone, email, and chat; • Providing services through satellite locations which includes, but is not limited to, Public Computer Centers and mini -branches; • Learning about the needs and priorities of community members through market research, community assessments, and conversations; • Sharing the information learned with stakeholders within the district and appropriate external stakeholders; • Using the information learned to focus and prioritize services and experiences most important and relative to community members; and, • Representing the High Plains Library District at various community events in partnership with the Community Relations and Marketing Department. Outreach Services The Outreach Department serves as an extension of High Plains Library District by delivering services and programs to patrons and communities unable or unwilling to use library facilities. The department operates in cooperation with other libraries throughout the High Plains Library District. The Outreach Department provides popular materials in various formats, reading readiness training, materials and services for families, and programming. These services are provided to schools, daycare centers, preschools, families, assisted living centers, and senior centers in areas where economic, geographic, linguistic and other 22 barriers hinder access to a library. Outreach services are delivered in three different ways. They can be delivered via Outreach Librarians, Mobile Services, or Virtual Library Services. 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. 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. Mobile Services staff focus on bringing services and programs out into communities throughout the district with the purpose of making the Library a visible valuable service without the expectation that patrons will be enticed to enter a facility. This is done through providing popular materials in various formats, programming, 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 HPLD collection. 2017 through 2019 were transition years for Outreach vehicles. Three vehicles were purchased in 2017 and arrived spring of 2018 - one of the older lobby stop units was replaced as it was out of warranty and needed to be replaced. A new lobby stop unit was purchased to increase service opportunities, and the new PopUp Library enables library promotion without impacting other services. In February 2018, a new bookmobile was ordered to replace the failing vehicle. The new bookmobile was delivered in late 2019. The 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 and much more. Community Relations and Marketing Department The Community Relations and Marketing (CRM) Department merges the functions of traditional branding and marketing with outcomes -driven patron experiences through programs. 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 23 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 develops and identifies strategic communication campaigns that aim to shift perceptions about how people see and use their library. Using outcomes -based planning and market research CRM works to coordinate and identify programs and patron experiences that stretch beyond the ordinary and change the relationship people have with the library. The blending of targeted patron experiences, with service delivery and strong branding yield exceptional patron experiences. Programming is an extension of patron engagement and vital to the impact libraries have on their communities. As such, CRM works systematically to oversee the impacts and outcomes of programming offered through HPLD. CRM oversees the use of the district's PopUp Library. The PopUp Library combines point -in -time collections with targeted patron experiences to generate a lifelong connection with the library. The vehicle itself is an F250 with a custom box that opens to display library materials available for checkout onsite. CRM actively supports districtwide efforts as directed by the Executive Director based on conversations with the Member Directors and Boards. Within this framework, CRM: • Provides the community with consistent and accurate information about library policies, procedures, programs, and services. • Creates advertising campaigns that enhance and build the HPLD brand. • Coordinates market research and analyzes local needs. • Openly communicates with local media that serve the various district communities. • Coordinates all press releases, columns, press conferences, media kits and information packets that are distributed to increase awareness and knowledge about High Plains Library District. • Serves as the hub of all communication throughout High Plains Library District. • Manages the social media presence of the High Plains Library District. • Provides collateral material and everyday tools to assist staff. Edits the content, appearance and usability of external and internal communications including promotional materials, publicity campaigns, and other tools in order to ensure that the desired message is communicated, and the desired image is presented. • Collaboratively manages the web page to ensure a clean organized design is presented and the content is accurate and up to date. • Coordinates district -focused programming using outcomes -based systems thinking and measurement. 24 • Supports local program design through legacy programming and outcomes - based systems thinking and management. DISTRICT SUPPORT SERVICES District Support Services is responsible for the operation of the branch library system, long range planning, and oversight of centralized services to all branch and member libraries. Together the District Support Services departments including the Executive Director, Associate Director, Collection Resources, Finance, Human Resources and Facilities, and Information Technology and Innovation Departments provide leadership and management services to support district operations. Collection Resources Department The Collection Resources Department consists of Collection Development, Bibliographic Services, Interlibrary Loan and Prospector, and Materials Coordination. 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, coordinates the management and maintenance of each library's books, magazines, and media. Digital collections include databases, eBooks, eAudio, and streaming video. This centralized process provides cost effective efficiencies to build a quality collection that strives to balance districtwide collection goals with local branch needs. • Interlibrary Loan and Prospector - support the educational, recreational and information needs of High Plains Library District patrons through resource sharing with other libraries. Interlibrary Loan/Prospector enables all High Plains Library District libraries to provide patrons with a broad range of materials by supplementing existing collections. Interlibrary Loan and Prospector borrow and lend materials from various libraries throughout Colorado and the United States. • Bibliographic Services -is responsible for ordering, receiving, processing and cataloging materials acquired by the district. Bibliographic Services is responsible for maintaining the integrity of the data contained in the online catalog using Anglo-American Cataloguing Rules (AACR2) and 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. • The Materials Coordinator - is the liaison between Collection Resources and Branch Services. The District Materials Supervisor provides local courier oversight, debt collection management, and inventory control. The District Materials Supervisor also works directly with library equipment vendors with contracts and ordering and maintenance of library equipment. 25 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 merchandise 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 Comprehensive Annual 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 & development, total rewards, organizational development & effectiveness, employee relations, diversity & inclusion, and labor law compliance. HR promotes a workplace culture encouraging employees to: • Focus on the patron • Take initiative • Contribute to a positive work environment • Think strategically and systemically • Pursue personal development • Continuously improve • Take pride in the workplace Facilities Department The Facilities Department has four functions: 26 • 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 Outreach vehicles In addition, the department also provides assistance, as requested, to the member libraries. These are libraries that 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 is working with an architect to develop a "prototype library." The architects worked to develop 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. There are plans in 2020 to add a third Facilities Technician 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. Some of these services are provided by paid staff, and in other cases the services are contracted. • Outreach vehicles - this is a new assignment performed by the Facilities Manager and Facilities Technicians. As noted elsewhere in this narrative, there are a number of new vehicles purchased by the Outreach and CRM Departments. Maintaining these vehicles is beyond the scope of that department, so this is performed by the Facilities Department. 27 Information Technology and Innovation Department The Information Technology and Innovation (lTl) 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 2020 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 the downtown Greeley library and Innovation Center (exact campaign goal TBD). 28 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: 29 Goal Department Tie to Strategic Plan Objectives Timeframe Performance Measures Use the Outcome Based Planning approach to program and service planning. Branch Services Aspiration: Create programs and services that result in changed lives and a better community. • Provide library services that improve lives in measurable ways. Ongoing • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increased usage of Outcome Based planning for programs. Make regular use of marketing analytical data to better understand the community we serve. Branch Services Aspiration: Create programs and services that result in changed lives and a better community. • Provide library services that are useful and valuable. Ongoing • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increased usage from target segments of the population. Shift focus of programming to skill -based and development. Branch Services Aspiration: Create programs and services that result in changed • Provide library services that increase practical and marketable skills and Ongoing • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new 30 lives and a better community. develop the workforce. products/services/locations and continued use of them. • Increase in practical and marketable skills of patrons. Select and focus on Branch Aspiration: • Provide library Ongoing • Targeted annual patron targeted segments Services Create services that satisfaction surveys and of the population programs improve lives patron -driven needs to design programs and services in measurable assessment surveys. and services to create positive outcomes in their lives. that result in changed lives and a better community. ways. • Successful rollout of our new products/services/locations and continued use of them. • Increase in practical and marketable skills of patrons. • Increased usage from target segments of the population. Cultivate an Branch Aspiration: • Provide Ongoing - December 31, 2021 • Targeted annual patron environment of Services Create opportunities satisfaction surveys and multi -generational programs for individuals patron -driven needs learning. and services that result in changed lives and a better community. to interact and learn together. assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increase in practical and marketable skills of patrons. 31 • Increased usage by all age groups. Create a welcome and inviting environment for our diverse district population Branch Services Aspiration: Create programs and services that result in changed lives and a better community. • Provide a safe place to learn, study, research, relax, and interact with other people in the community. Ongoing - December 31, 2020 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increase in visits and usage of the facilities. Offer and moderate programming that encourage crucial conversations and civil discourse. Branch Services Aspiration: Create programs and services that result in changed lives and a better community. • Provide a safe place and opportunities for dialog to support building communities. Ongoing — December 31, 2020 • Increase in community involvement throughout the district. • Decrease in violence in the district communities. • Increase in the number of crucial conversation programs. Curate collections and offer programs that are representative of the cultures and nationalities of the populations in each service area. Branch Services Aspiration: Create programs and services that result in changed lives and a • Provide library materials and services for the diverse population in the district. Ongoing — December 31, 2020 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. 32 better community. • Increase in the multicultural programs and materials and their usage. Utilize community engagement efforts of staff to develop a constant community feedback loop. Branch Services Aspiration: Create programs and services that result in changed lives and a better community. • Determine what services to provide and how to best provide library services to the district. Ongoing • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increase in positive feedback and community responsiveness. Expanded storytimes to include materials and resources representative of the diverse community in the district. Branch Services Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Provide early literacy opportunities to increase educational success. December 31, 2024 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increased circulation. • Increase in diverse storytimes. Increase the community's level of digital literacy. Branch Services Literacy: Intensify our efforts in increasing the levels of • Improve digital literacy skills to enhance educational and December 31, 2024 • Increased practical and marketable skills of patrons. 33 literacy throughout the district. employment opportunities. • Increased economic development of district communities. • Increase in self -reported digital literacy. Support all sections of the community to achieve their literacy goals, in their native language or a secondary language. Branch Services Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Improve literacy to enhance educational and employment opportunities. December 31, 2024 • Increased practical and marketable skills of patrons. • Increased economic development of district communities. • Increased foreign language materials and usage. Continued efforts in assisting adults who need to build and improve their reading and writing skills, beginning with English and expanding to other languages. Branch Services Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Enhance quality of life and expand opportunities for adults in the district. December 31, 2024 • Increased numbers of adults who have learned how to read. • Increased practical and marketable skills of patrons. • Increased economic development of district communities. Annual patron satisfaction survey intended to determine current level of satisfaction and explore future needs. Branch Services Stewardship: Care for the facilities we have in a way that they will be the place where • Provide useful and meaningful library services. December 31, 2021 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. 34 everyone wants to be. • Increased patron satisfaction scores. Deposit classroom Outreach Access: • Change how 2019 • Assess costs for initial collections. Every we serve Q2 -Q4: purchase and maintenance individual schools to • Conclude pilot and getting of the collections. and better match measures. • Teacher and student community the need of • Create baseline measures. feedback through surveys. who schools with 2020 • Change in the percentage contributes library Q1: of stops at schools vs. to the services. • Implement first phase of community destinations. revenues of • Revise delivery schools (this could move to • Increased number of the district contact points Q3 if schools want to wait program participation. will have in the until new school year.) • Increase in number of new access to communities 2021 users — need to get a library we serve to Q2: baseline first. services. expand services to more patrons in and outside of schools. • Compile data and information, assess results of first year pilot. Final Go or No Go for expanding/halting/changing. • Increased number of school deposit collections. Community Access: • Increase December 31, 2020 Evaluating and Relations Every accessibility of • At least 10% increase in Updating the and individual website. unique website visitors and www.mvlibrary.us Marketing and • Increase time spent on website website. community who contributes to the revenues of the district will have patron use of website. • Maintain meaningful presence on the internet. (Data obtained through Google Analytics). • AA ADA Website compliance (WCAG 2.0 standards). 35 access to library services. Developing and digital marketing plan for social media engagement and advertising. Community Relations and Marketing Access: Every individual and community who contributes to the revenues of the district will have access to library services. • Increase awareness of district programs, resources, and activities. • Increase library service use. December 31, 2020 • 15% annual increase in social media engagement (followers, likes/reactions, comments). Utilize community engagement efforts of staff (via the PopUp Library) to develop a constant community feedback loop. Community Relations and Marketing Aspiration: Create programs and services that result in changed lives and a better community. • Provide useful and meaningful library services to the district communities. Ongoing • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increase of PopUp Library presence at events. Develop marketing plan and use to inform the public Community Relations and Marketing Fiscal Strength: An emphasis on economic and • Increase awareness of district programs, December 31, 2021 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. 36 of the investment value of the library. population forecasting and taking actions now to prepare for the future. resources, and activities. • Increase library service use. • Support building communities. • Successful rollout of our new products/services/locations and continued use of them. • Increase in positive public perception of HPLD Effective marketing Community Aspiration: • Provide December 31, 2021 • Targeted annual patron of all patron- Relations Create valuable and satisfaction surveys and focused Strategic and programs useful library patron -driven needs Plan endeavors. Marketing and services that result in changed lives and a better community. services. • Support building communities. assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increase focus on marketing for programs and events resulting from the strategic plan. Maintain a holds Collection Access: • Provide December 31, 2020 • Targeted annual patron ratio of 4:1 for all Resources Every valuable and satisfaction surveys and materials, including ebooks. individual and community who contributes to the revenues of the district will have access to useful library services. • Support building communities. patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increased circulation. 37 library services. Maintain a turnaround time of 7 days or less for items to arrive on shelf after receipt. Collection Resources Access: Every individual and community who , contributes to the revenues of the district will have access to library services. • Provide valuable and useful library services. • Support building communities. December 31, 2020 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Decrease in hold lag time. Purchase materials that support literacy in all forms. Collection Resources Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Provide valuable and useful library services. • Support building communities. December 31, 2020 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. Maintain a steady collection level by following a one -in- one -out maintenance plan. Collection Resources Literacy: Intensify our efforts in increasing the levels of literacy throughout the district. • Keep the collection well- maintained, current, and useful. December 31, 2020 • Increased circulation. • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Positive patron feedback. 38 Submit the Finance Fiscal • Demonstrate Submit report by June 30, 2020 • Receiving award for the comprehensive Strength: An fiscal eighteenth consecutive annual financial report to the emphasis on economic accountability and Receive award by December 31, 2020 year. • Implementing Government and transparency recommendations Finance Officers Association (GFOA) certificate of achievement for excellence in financial reporting program. population forecasting and taking actions now to prepare for the future. in financial reporting. received. Submit the 2020 budget to the Finance Fiscal Strength: An • Demonstrate fiscal Submit budget by January 31, 2020. • Receiving the award. GFOA emphasis on accountability • Implementing Distinguished economic and recommendations received Budget and transparency in the 2021 budget Presentation Award Program. population forecasting and taking actions now to prepare for the future. in budgeting. 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. • Number of audit internal control recommendations. 39 for the future. 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. • 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. • Results achieved by the libraries and other departments. Maintaining adequate reserves for sustainability. Finance Fiscal Strength: An emphasis on economic and population forecasting and taking • Ensure financial sustainability of the district. Ongoing • TABOR (Colorado Taxpayer Bill of Rights) emergency reserve plus six to nine months of operating expenditures and planned capital expenditures. 40 actions now to prepare for the future. Incorporating Human Unity: Focus • Providing job Ongoing • Employee job satisfaction processes that Resources on building enrichment will be measured with build leadership trust in and survey data and compared skills in employees district advancement to benchmark reports from at all levels. leadership, building leaders, and increasing job satisfaction. opportunities for employees. • Strengthening the human resources of the district. trade associations. • Employee job satisfaction will be measured by increases in positive responses to specific employee engagement survey questions regarding opportunities for advancement, training, and professional development. • leadership skills development will be measured by participants leadership readiness. Develop a formal Human Unity: Focus • Increase December 31, 2020 • Participation by 10 staff volunteering program. Resources on building trust in district leadership, building leaders, and increasing job satisfaction. community connections. • Build employee morale. • Support building communities. employees. • New partnerships with community organizations. • Increased employee engagement. 41 Develop a Facilities Master Plan that allows the district, working with the local community, Facilities Access: Every individual and community • Meet library service needs of the growing population. • Support Ongoing • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our to determine the who building new most appropriate physical presence for that community. contributes to the revenues of the district will have access to library services. communities. products/services/locations and continued use of them. Develop a Facilities Access: • Meet library December 31, 2021 • Targeted annual patron prototype facility Every service needs satisfaction surveys and that can be individual of the growing patron -driven needs replicated in any and population. assessment surveys. community, yet community • Support • Successful rollout of our with the flexibility who building new that matches that community's particular need. contributes to the revenues of the district will have access to library services. communities. products/services/locations and continued use of them. • Completed design of the prototype facility. Use the Facilities Facilities Stewardship: • Meet library December 31, 2020 • Targeted annual patron Master Plan to Care for the service needs satisfaction surveys and identify regular facilities we of the growing patron -driven needs upgrading of district facilities. have in a way that they will be population. assessment surveys. • Successful rollout of our new 42 the place where everyone wants to be. • Support building communities. products/services/locations and continued use of them. Review and revise the Facilities Master Plan annually to take into account newly identified needs. Facilities Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Meet library service needs of the growing population. • Support building communities. December 31, 2020 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Completion of annual review. Annual patron satisfaction survey intended to determine current level of satisfaction and explore future needs. Facilities Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Meet library service needs of the growing population. • Support building communities. December 31, 2019 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. • Increased positive patron feedback. Develop and build a district wide destination library in the downtown Greeley area. Facilities Stewardship: Care for the facilities we have in a way that they will be the place where • Meet library service needs of the growing population. • Support building communities. December 31, 2023 • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Successful rollout of our new products/services/locations and continued use of them. 43 everyone wants to be. • Completed construction of library. Create social spaces in facilities which encourage interaction and communication between generations and across cultures. Facilities Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Meet library service needs of the growing population. • Support building communities. December 31, 2021 • Increased use of facilities (gatecount). • Targeted annual patron satisfaction surveys and patron -driven needs assessment surveys. • Positive patron feedback. Analyze options and identify best fit technology solutions. . Information Technology and Innovation Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Meet library service needs of the growing population. • Increase digital literacy in the district communities. Ongoing • Monitor technology usage to right -size the equipment inventory to active use of 40% to 60% of available time. • Successful rollout of our new products/services/locations and continued use of them. Maintain the technology equipment of the district. Information Technology and Innovation Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Meet library service needs of the growing population. Ongoing • Monitor technology usage to right -size the equipment inventory to active use of 40% to 60% of available time. • Manage a 3 to 4 year replacement cycle on technology equipment to keep equipment within the warranty (supported) period. 44 • Workorder response time of 4 hours to 5 days depending on how critical the issue is. Research and analyze possible solutions for technology needs and requests. Information Technology and Innovation Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Demonstrate responsible use of taxpayer resources by identifying cost effective solutions for the district. Ongoing • Successful rollout of our new products/services/locations and continued use of them. • Positive patron feedback. Develop a districtwide volunteer program to serve as the basis of Friends group (directly in line with the district's strategic goal to establish a volunteer network, Friends group, and advisory boards). Foundation Unity: Focus on building trust in district leadership, building leaders, and increasing job satisfaction. • Increase community involvement and support of the district. • Support building communities. December 31, 2022 • Increase in volunteers. • Successful events using volunteers. • Increase in grants and donations received. Raise awareness of and advocate for the Foundation, the district, and the importance of libraries. Foundation Unity: Focus on building trust in district leadership, building • Increase community involvement and support of the district. December 31, 2022 • Increase in grants and donations received • Increase in volunteers • Increase in use of library services. 45 leaders, and increasing job satisfaction. • Support building communities. Prepare the Foundation to move towards major and planned -giving by developing an annual fund and a broad, enduring base of supporters. Foundation Fiscal Strength: An emphasis on economic and population forecasting and taking actions now to prepare for the future. • Increase community involvement and support of the district. December 31, 2022 • Increase in grants and donations received. • Increase in number of donors. Support the development of a Downtown Greeley library and Innovation Center to benefit all of Weld County and Colorado (directly in line with the district's strategic goals to create these facilities). Foundation Stewardship: Care for the facilities we have in a way that they will be the place where everyone wants to be. • Meet library service needs of the growing population. December 31, 2023 • Completed construction of new library. Cultivate relationships with non-profit partners, corporate sponsors, funders, Foundation Literacy: Intensify our efforts in increasing the levels of • Increase in community partnerships. December 31, 2024 • Increased partnerships. 46 and community stakeholders. literacy throughout the district. Continue to Foundation Aspiration: • Provide library December 31, 2021 • Targeted annual patron expand Foundation Create services to the satisfaction surveys and programs and programs growing patron -driven needs Foundation- and services district assessment surveys. supported district programs. that result in changed lives and a better community. population. • Successful rollout of our new products/services/locations and continued use of them. Prepare staff and Foundation Unity: Focus • Support December 31, 2021 • Targeted annual patron the board to lead on building building satisfaction surveys and the Foundation trust in communities. patron -driven needs towards strategic district • Provide library assessment surveys. goals. leadership, building leaders, and increasing job satisfaction. services to the growing district population. • Successful rollout of our new products/services/locations and continued use of them. 47 2020 District Budget High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2020 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 District -wide Development Reserve Capital Improvement Reserve TOTAL ENDING FUND BALANCE 2018ill Actual S 31,100,097 27,474,901 3,130,024 30.604,925 61.705.022 14,379,607 1,801,466 1,097,027 405.254 843,716 1,784,646 1.880.109 386,123 783,159 6.083,007 23.361.107 7,243,818 38,343,915 15,710,138 824.477 21,809,300 S 38,343.915 2019 Adopted S 33,863,195 33,917,506 2,748,275 36,665.781 70,528,976 18,068,793 22,269,100 165,000 385.600 949,266 2,743,657 2,11 1,981 713,748 737,373 7.641,625 48,144,518 (11,478,737) 22,384,458 4,517,198 1,089,888 2,000,000 14,777,372 $ 22.384,458 2019 Estimated S 38,343,915 33,368,682 3.007,759 36.376.441 74.720,356 17.780,319 4.459,800 130,000 385.600 949,266 2.813,657 2.111,981 713,748 737.373 7.711,625 30,081.744 6.294,697 44.638,612 4,445,080 1.065,000 39,128,532 $ 44.638,612 2020 Adopted S 44,638,612 44.483,848 2,898.393 47,382.241 92.020,853 19,894,238 20,005.020 576.127 1,451.973 3,643.637 2,546.955 827.171 1.051.348 10,097.211 49,996.469 I (2.614.228) 42,024.384 4,973.560 1.41 1.318 2,000.000 33,639.506 S 42,024.384 2021 Planned $ 42,024,384 40,035.464 2.035,000 42,070,464 84,094,848 20,076.668 3,402,000 633,740 1,597,170 4,008,001 2,801,651 909,888 1,156,483 11,106,933 34,585,601 7,484,863 49,509,247 5,019,167 1,255,064 43,235,016 $ 49,509,247 49 High Plains Library District Budgeted Revenue - General Fund FY 2020 TAXES Property Taxes Weld Co. Property Taxes Bculder Co. Delinquent Taxes Refunds/Abatemeits Taxes Weld Co. Refunds/Abateme its 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 2018 Actual $ 26,987.600 487.301 40,430 2.128,161 29,643.492 85,288 738,244 67,111 70,790 961.433 $ 30.604, 925 2019 Adopted $ 33,388.252 529,254 30,829 489 2,380.766 36,329,590 60.000 190.000 62,591 15.600 8,000 336.191 2019 Estimated $ 32.859.428 509.254 30,829 489 2,100.000 35,500.000 60.000 700,000 62.591 15.600 38,250 876.441 $ 36, 665.781 $ 36.376, 441 50 2020 Adopted 43,928,824 555,024 553,086 6.988 2.000,000 47,043,922 60,000 190,000 72.519 7,800 8.000 338,319 2021 Planned 39.535.942 499.522 1.800, 000 41,835,464 65,000 100.000 60,000 10.000 235,000 S 47.382.241 S 42,070,464 High Plains Library District Budgeted Expenditures - General Fund FY 2020 OPERATING Salaries and wages Fringe benefits Workers' compensation Bank fees Minor equipment/furniture <$5k Janitorial supplies Operating supplies Bib processing supplies Postage Printing Memberships Public relations Programs Elec. - utilities Water & sewer Natural gas Telephones Disposal services Professional contracts Gasoline motor oil. lubricants Repair maint.- bldg Repair maint.- vehicles Repair maint.- office equip. Repair maint.- computer Repair maint.- on-line comp Repair maint.- other equip. Tuition reimbursement Travel & mileage In-house training Meetings Out -of -house training & conferences Treasurer's fee Books Newspapers/periodicals. Ebooks Compact discs Software DVD/BluRay Other expense Electronic resources Platform Fees Insurance Rent contribution -in -kind Equipment rentals Lease / rental expense TOTAL OPERATING CAPITAL OUTLAY Opening Day Collections Equipment/turn over $5000 New Computers & Other Technology Capital Improvements TOTAL CAPITAL OUTLAY TRANSFERS OUT Transfers - Debt Service Fund TOTAL TRANSFERS TOTAL CAPITAL OUTLAY & TRANSFERS Distribution to Member Libraries 2018 Actual 7,246,635 2,090,443 51.114 2,503 51,267 38,332 127,612 139,962 33.192 3,081 13,136 53,305 73,065 187,708 41,205 29.345 209.338 32,476 964.130 8,774 273,801 16,397 155,557 336,147 21.577 18.405 14,216 52,275 8.749 8,413 62,970 411,373 548,216 58.468 114,672 25,450 253,790 120,035 857 409.771 5.292 66.553 14.379,607 351,016 53,614 1.396,836 1.801.466 1,097,027 1,097,027 2,898,493 6.083.007 2019 I II 2019 Adopted Estimated 8.639.109 3,110,080 80,000 2.100 94.561 49.000 140.429 159,821 39,725 19,400 18,639 96,310 84,000 221.145 31,268 39.722 253,585 25.986 1.149,213 22.500 228.752 33,000 149.462 413.975 183.881 31.600 30.000 55.643 55.000 10,717 67.600 544,850 574,500 55,000 150,000 45,000 276.010 175.000 1.750 606.000 12.850 75.000 15,610 1.000 18,068.793 299.800 160.000 21.809.300 22,269,100 165.000 165,000 22,434,100 7.641.625 2020 Adopted 2021 Planned 8,639.109 9,412,825 9,789,338 3.110.080 3,388,618 3,524.162 40,000 87.000 88,000 1,900 2.100 2,100 80,000 98,612 53,282 42,000 47.000 47.000 115,000 159.218 146,973 120,000 205.636 205.636 35,000 36.622 36,983 12,000 20,800 19,900 18.639 20,239 20,034 75,000 110.900 82,875 84,000 120.000 114,000 218,000 240,850 248.875 47,000 37,836 36.632 40,000 43,137 44,244 210,000 253.585 240.515 32,000 27.802 28,051 1,150,000 1.300,285 1,238,231 12,000 20.500 18,500 230,000 478.900 228,900 12,000 18,500 30,500 125,000 150,862 148.496 410.000 353.075 391,375 183,881 135,895 135,895 22.000 237,600 226.100 20,000 40,000 40.000 60.000 63,214 51,408 40.000 76,000 76.000 7.500 9,570 8.756 65.000 101,800 101.800 540.000 701,500 771,650 574.500 598,000 585,000 55.000 46,500 46.500 150.000 100,000 100,000 45.000 45,000 45.000 276.010 320,232 320,232 175.000 175,000 175,000 1.750 5,375 5,375 606.000 484,000 484,000 12,850 18,850 25.350 70,500 92,000 93,000 15.600 7.800 - 1,000 1,000 1,000 17.780.319 299.800 160.000 4,000.000 4,459.800 130.000 130,000 4,589,800 7,711,625 19.894,238 20,076.668 265,800 155.000 19,584,220 255,000 3,147,000 20,005,020 3,402.000 20,005,020 3,402.000 10.097,211 11,106,933 TOTAL DIST TO MEMBER LIBRARIES 6.083,007 7,641,625 7,711.625 10, 097, 211 11,106, 933 TOTAL EXPENDITURES 23.361,107 48.144,518 30,081.744 49,996,469 34,585,601 Branches Carbon Centennial Farr Kersey Lincoln Park Valley,' Park Erie 6110 Salaries 760,304 908,396 662,156 930,758 104,500 699,891 6112 Benefits 273,709 327.022 238.376 335,073 37,620 I 251,961 6136 Workers' Compensation Total Salaries & Benefits 1,034,013 1,235,418 900,532 1,265,831 142,120 951,852 6000 Distribution to member libraries 6205 Bank fees _ 6220 Minor equipment/Furniture 45k 30,500 8,430 7,250 7,150 5,400 12,132 6236 Janitorial supplies 6249 Operating supplies 15,200 18,000 13,000 11,430 4,200 12,000 6250 Bib processing supplies 6310 Postage - 133 100 100 104 100 6320 Printing 6340 Memberships 650 500 455 250 150 250 6345 Public relations 6358 Programs _ 6362 Electric 45,804 42,094 34,876 60,633 3,825 ' 13,587 6364 Water & sewer 3,253 3,074 6,515 ' 10,314 2,613 755 6365 Natural gas 7,794 3,997 5,470 11,630 595 1,430 6367 Telephones 6369 Disposal services 6,480 4,080 1,326 4,246 330 _ 745 6379 Professional contracts 11,000 53,988 1,160 59,724 6380 Gasoline, motor oil, lubricants 6382 Repair maint.- bldg 6384 Repair maint.- vehicles 6385 Repair maint.- office equip. 500 200 2,000 6387 Repair, maint., replacement / computer 6388 Repair maint.- on-line comp 6389 Repair maint.- other equip. 10,000 - 13,100 6393 Tuition reimbursement 6394 Travel & mileage 4,025 1,150 5,200 522 447 440 6395 In -House Training 6396 'Meetings _ 404 420 700 250 230 350 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 7,800 - 6952 Equip/furniture - over $5000 - 5,800 6940 Improvement to Buildings - 6954 New Computers & other technology 6985 Lease debt service 6986 Opening Day Collection r j 1,169,123 1,371.784 975.424 1.392.416 168.014 1,055,365 6980 Capital improvements - - Total 1,169,123 1,371,784 975.424 1,392,416 168,014 1,055,365 52 Branches Dist. Mbr To Lib 2020 2021 kRiverside Outreach Admin TOTAL ~ TOTAL 6110 Salaries 704.323 1,092,003 3,550,493 l 9,412,825 9,789,338 6112 Benefits 253,556 393,123 1,278,178 3.388,618 3.524,162 6136 Workers' Compensation 87.000 87,000 88,000 Total Salaries & Benefits 957,879 1,485,126 4,915,671 L- 12.888,443 13.401.500 6000 Distribution to member libraries 10,097,211 10,097,211 11,106,933 6205 Bank fees 2,100 2,100 2,100 6220 Minor equipment/Furniture <$5k 9,250 5,000 13,500 98,612 53,282 6236 Janitorial supplies 47,000 47,000 47,000 6249 Operating supplies 12,200 11.500 61,688 159,218 146,973 6250 Bib processing supplies 205,636 205,636 205,636 6310 Postage 135 250 35.700 36.622 36,983 6320 Printing 20,800 20,800 19,900 6340 Memberships 400 1,100 16,484 20,239 20,034 6345 Public relations 110,900 110,900 82,875 6358 Programs 120,000 120,000 114,000 6362 Electric 16,383 23,648 240,850 248,875 6364 Water & sewer 6,754 4,558 37,836 36,632 6365 Natural gas 1 6,838 5,383 43,137 44,244 6367 Telephones 253,585 253,585 240,515 6369 Disposal services 2,234 8,361 27,802 28,051 6379 Professional contracts 22,978 1,151,435 1,300,285 1,238,231 6380 Gasoline, motor oil, lubricants 13,500 7,000 20,500 18,500 6382 Repair maint.- bldg 478,900 478,900 228,900 6384 Repair maint.- vehicles 12,000 6,500 18,500 30,500 6385 Repair maint.- office equip. 800 200 147,162 150,862 148,496 6387 Repair, maint., replacement / computer{ _ 353,075 353,075 391,375 6388 Repair maint.- on-line comp 135,895 135,895 135,895 6389 Repair maint.- other equip. 214,500 T 2.37,600 226,100 6393 Tuition reimbursement r r 40,000 40,000 40,000 6394 Travel & mileage 2,170 19,000 30,260 63,214 51,408 6395 In -House Training 76,000 76,000 76,000 6396 Meetings 446 1,800 4,970 9,570 8,756 6397 Out -of -House Training & Conferences 101,800 101,800 101,800 6398 Treasurers fee 701,500 701,500 771,650 6410 Books 598,000 598,000 585,000 6425 Newspapers/periodicals 46,500 46,500 46,500 64301 Ebooks 100,000 100,000 100,000 6460 Compact discs 45,000 45,000 45,000 6480 Software 320,232 320,232 320,232 6490 I DVD/BluRay I 175,000 i 175,000 175,000 6495 Other expense 5,375 5,375 5,375 6496 Electronic resources { 484,000 484,000 484,000 6500 Platform Fees 18,850 18,850 25,350 6510 Insurance 92,000 92,000 93,000 6520 Equipment rental 1,000 1,000 1,000 6530 Lease / rental expense - 7,800 - 6952 Equip/furniture - over $5000 16,000 244,000 265.800 - 6940 Improvement to Buildings --� - 6954 New Computers & other technology 155,000 155,000 255,000 6985 Lease debt service - - - - 6986 Opening Day Collection T - 1,015,489 1,588,454 11,578,P68 10.097.211 30,412,249 31,438,601 19.584,220 19,584.220 3,147,000 6980 Capital improvements - Total 1,015,489 1,588,454 31.163,188 t 10.097.211 49.996,469 34.585,601 53 Administration 50/51 01 02 03 53 54 55 kExec Assoc Community Information Human Departments Admin BOT Dir Dir Relations Technology Resources 6000 Tax Distrbtn - member libraries 10.097,211 j 6136 Workers' Compensation 87,000 6205 Bank fees 6220 Minor equipment/furniture <$5k 1,000 50 6,200 1,250 - 6236 Janitorial supplies 6249 Operating supplies 5,500 100 75 38,150 2,700 1,413 6250 Bib processing supplies 6310 Postage 300 200 100 50 6320 Printing 18,800 - 6340 Memberships 300 360 500 2,675 1,390 6,414 6345 Public relations 88,050 1 20,350 6358 Programs 120,000 - 6362 Electric 23,648 6364 Water and sewer 4,558 6365 Natural gas 5,383 6367 Telephones I 1 253,585 6369 Disposal services 7,861 4 500 6379 Professional contracts 42.000 25.000 44,664 28,150 86,499 6380 Gasoline, Motor Oil, Lubricants 4,500 6382 Repair maint.- bldg � _ 6384 Repair maint.- vehicles 4,000 6385 Repair maint.- office equip 147,162 r 6387 Repair, maint., replacement / computer • 353,075 6388 ~ Repair maint.- online comp 135,895 6389 Repair maint.- other equip. T- 214,500 6393 Tuition reimbursement _ 40,000 6394 Travel & mileage 2,600 1,500 2,3.58 1,250 4,462 1,400 6395 In -House Training : 76,000 6396 Meetings 2,000 600 220 500 150 1,000 6397 Out -of -House Training&Conferences 500 300 101.000 6398 Treasurers fee 701,500 6410 Books 6425 Newspapers/periodicals I 6430 Ebooks L 6460 Compact discs _ 6480 , Software 320,232 6490 Video/DVD 6495 Other expense 5,000 6496 Electronic resources 6500 Platform Fees 6510 Insurance 92,000 6520 Equipment rentals 6530 Lease / rental expense - Capital Outlay 69521 jEquipmentover$5000 . - 69401 Improvement to Buildings 6954 ! New Computers & Other Technology - 95,000 6980 'Capital improvements - : - 6985 Lease debt service - 6986 Opening Day Collection DEPARTMENT TOTAL 11 067,961 5,500 2,760 153,203 208,989 1,558 151 334,126 Administration 56 57 58 59 Facilities Collection 2020 2021 Departments Finance Foundation Services Resources Total Total 6000 Tax Distrbtn - member libraries 10,097,211 11,106,933 6136 Workers' Compensation 87,000 88,000 6205 Bank fees 2,100 2,100 2,100 6220 Minor equipment/furniture <$5k - 1,500 3,500 13,500 9,100 6236 ~ Janitorial supplies 47,000 47,000 47,000 6249 Operating supplies 1 700 750 12,300 61,688 _ 50,813 6250 Bib processing supplies 205.636 205,636 205,636 6310 Postage 750 350 33.950 35,700 35,890 6320 Printing 2,000 20,800 . 19,900 6340 Memberships 1,035 1.810 1,500 500 1 16,484 16,579 6345 Public relations 2,500 110,900 82,875 6358 Programs 120,000 114,000 6362 Electric 23,648 24,830 6364 Water and sewer 4,558 ' 4,741 6365 Natural gas 5,383 5,598 6367 Telephones 253,585 240,515 6369 Disposal services 8,361 8,175 6379 Professional contracts 64,000 - N 427,520 433,602 1,151,435 1,138,14. 5 6380 Gasoline, Motor Oil, Lubricants 2,500 7,000 2,500 6382 Repair maint.- bldg 478,900 478,900 228,900 6384 Repair maint.- vehicles 1 2,500 ti 6.500 I 2,500 6385 i Repair maint.- office equip 147,162n 145,026 6387 Repair, maint., replacement / computer 353,075 391,375 6388 Repair maint.- online comp 135,895 135,895 6389 Repair maint.- other equip. 214,500 214,500 6393 Tuition reimbursement 40,000 40,000 6394 Travel & mileage 450 840 6,000 9,400 30,260 31,598 6395 . In -House Training 76,000 76,000 6396 Meetings - 500 T 4,970 5,270 6397 Out -of -House Training&Conferences - 101,800 101,500 6398 Treasurers fee 701,500 771,650 6410 , Books F 598,000 598,000 585,000 6425 Newspapers/periodicals 1 46,500 46,500 46,500 6430 Ebooks • 100,000 100,000 100,000 6460 i Compact discs ! 45,000 45,000 45,000 6480 Software - - 320,232 320,232 6490 Video/DVD 175,000 175,000 175.000 6495 Other expense 375 - 5,375 : 5,375 6496 Electronic resources 484,000 484,000 484,000_ 6500 Platform Fees 18,850 18,850 25,350 6510 Insurance 92,000 93,000 6520 'Equipment rentals 1,000 1,000 t 1,000 6530 Lease / rental expense - - Capital Outlay 6952 Equipment over $5000 44,000 200,000 244,000 6940 Improvement to Buildings 6954 New Computers & Other Technology 60,000 155,000 255,000 6980 Capital improvements 19,584,220 19,584,220 3,147,000 6985 Lease debt service - - 6986 Opening Day Collection DEPARTMENT TOTAL 69,035 8,625 20,596,640 1 2,426,738 36,431,728 20,630,001 55 WELD LIBRARY FINANCE CORPORATION Debt Service Fund Budget FY 2020 Beginning Fund Balance Revenues: Earnings on Investments Other Sources: Transfers In (General Fund) Total Revenue Expenditures: Debt Service COP's 2001 & 2006 Series Principal Interest Cash Management Fee Total Expenditures Ending Fund Balance Actual 2018 Estimated 2019 Adopted 2020 $ 957,200 $ 965,467 S 21,490 1,097,027 $2,075,717 $ 1.045,000 63,750 1,500 1,110,250 600 153,333 $1,119,400 $0 $ 1,080,000 $ 32,400 7,000 1,119,400 $ 965,467 $ $ RESOLUTION TO ADOPT BUDGET 19-8 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 2020, AND ENDING ON THE LAST DAY OF DECEMBER 2020. WHEREAS, the Board of Trustees of the High Plains Library District has appointed Dr. Matthew Hortt, High Plains Library District Executive Director, to prepare and submit a proposed budget to said governing body at the proper time; and WHEREAS, Dr. Matthew Hortt has submitted a proposed budget to this governing body for its consideration; and WHEREAS, upon due and proper notice, published or posted in accordance with the law, said proposed budget was open for inspection by the public at a designated place, a public hearing was held on December 9, 2019, 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: Section 2. General Fund Debt Service Fund $49,996,469 That estimated revenues for each fund are as follows: General Fund: From unappropriated surpluses From sources other than general property tax From the general property tax levy Debt Service Total General Fund $44,638,612 2,338,319 45.043.922 $92,020,85 57 Resolution to Adopt Budget Page 2 High Plains Library District Section 3. That the budget, as submitted, amended, and hereinabove summarized by fund, hereby is approved and adopted as the budget of the High Plains Library District for the year stated above. Section 4. That the budget hereby approved and adopted shall be signed by the Chairman, High Plains Library District Board of Trustees, and made a part of the public records of the District. ADOPTED, this 9th day of December, A.D., 2019. Attest: Chairman, Board of Trustees Attest: .• Secretary reasurer, Board o rustees 58 RESOLUTION TO APPROPRIATE SUMS OF MONEY 19-9 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 2020 BUDGET YEAR. WHEREAS, the Board of Trustees has adopted the annual budget In accordance with the local Government Budget Law, on December 9, 2019 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 $19,894,238 Capital Outlay 20,005,020 Transfers (internal activities) Distribution to Member Libraries 10,097,211 Total General Fund $49,996,469 Debt Service Fund: Principal & Interest & Other $ ADOPTED, this 9th day of December, A.D., 2019. ATTEST: Chairman, Board of Trustees ATTEST/ Secretary/Treasurer, Board of Trustees 59 RESOLUTION TO SET MILL LEVIES 19-10 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2019 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2020 BUDGET YEAR. WHEREAS, the Board of Trustees of the High Plains Library District has adopted the annual budget in accordance with the Local Government Budget Law, on December 9, 2019, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $43,928,824 WHEREAS, the 2019 valuation for assessment for the High Plains Library District as certified by the Weld County Assessor is $13,827,140,204 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 2020 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 2019. 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 9th day of December, A.D., 2019. ATTEST: Chairman, Board of Trustees ATTEST: . ecreta ry reasurer, Board of Trustees 60 1050 County Tax Entity Code DOLA LGID/SID 62079/1 CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners' of On behalf of the the of the WELD COUNTY , Colorado. HIGH PLAINS LIBRARY (taxing entity)A 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 $ $13,827,140,204 calculated using the NET AV. The taxing entity's total (NETG assessed valuation, Line 4 of the Certification of Valuation Form DLG 57) property tax revenue will be derived from the mill levy USE VALUE FROM FINAL CERTIFICATION OF VALUATION PROVIDED multiplied against the NET assessed valuation of; BY ASSESSOR NO LATER THAN DECEMBER I0 Submitted: 12/09/2019 for budget/fiscal year 2020 (YYYY) (local govemment)C $14,068,186,450 (GROSS' assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) (no later than Dee. 15) (mm/dd/yyyy) PURPOSE (see end notes for definitions and examples) LEVY2 REVENUE I. 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. ContractualObligations'< 5. Capital Expenditures" 6. Refunds/Abatementsm 7. Other" (specify): 3.177 mills $ 43,928,824 > mills $ < 3.177 .04 mills mills mills $ 43,928,824 $ $ mills $ mills $ 553,086 mills $ mills $ Contact person: (print) Signed: Include one copy of this tax entity's completed form when filing the local government's budget by January 31st, per 29-1-113 C.R.S., with the f )lvision of Inca! Government (DIM. Room 521. 1313 Sherman Street. Denver. CO 80203. Ottestians? Coll DLG at_13031864-7720. TOTAL. T Sum of General Operating 1 -+• I Subtotal and Lines 3 to 7 1 Natalie Wertz 3.217 mills $ 44,481,910 Mare lien N,t.I kWertztote ut.:at5I Daytime phone: ( ) (970) 506-8566 Title: Finance Manager ' If the taxing entity le 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 EMI certification of valuation). 61 DLG 70 (Rev.6/16) Page 1 of 4 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: N/A N/A 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 2of4 62 DLO 70 (Rev.6/16) RESOLUTION TO SET MILL LEVIES 19-11 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2019 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2020 BUDGET YEAR. WHEREAS, the Board of Trustees of the High Plains Library District has adopted the annual budget in accordance with the Local Government Budget Law, on December 9, 2019, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $555,024 WHEREAS, the 2019 valuation for assessment for the High Plains Library District as certified by the Boulder County Assessor is $174,700,765 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 2020 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 2019. Section 2: That the District Executive Director is hereby authorized and directed to immediately recertify to the County Commissioners of Boulder County, Colorado, the mill levies for the High Plains Library District as hereinabove determined and set. ADOPTED, this 9th day of December, A.D., 2019. ATTEST: Chairman, Board of Trustees ATTES ecretary/Treasurer, Board of Trustees 63 County Tax Entity Code DOLA LGID/SID CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments TO: County Commissioners1 of On behalf of the the of the Boulder County , Colorado. High Plains Library District (taxing cntity)A Board of Trustees (governing body)e High Plains Library District Hereby officially certifies the following mills to be levied against the taxing entity's GROSS $ assessed valuation of: Note: lithe 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: 12/10/2019 (no later than Dec. 15) (mmlddlyyyy) (local government) 174,700,765 (GROSS° assessed valuation, Line 2 of the Certification of Valuation Form DLG 57E) 174,700,765 (NETc 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 for budget/fiscal year 2020 (yyyy) PURPOSE (see end notes for definitions and examples) 1. General Operating Expenses" 2. <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' SUBTOTAL FOR GENERAL OPERATING: 3. General Obligation Bonds and Interest' 4. Contractual ObligationsK 5, Capital Expenditures" 6. Refunds/Abatements" 7. Other" (specify): LEVY2 REVENUE2 3.177 mills $ 555,024 > mills $ < 3.177 .04 mills $ 555,024 mills $ mills $ mills $ mills $ 6,988 mills $ mills $ TOTALSum of General Operating : I Subtotal and Lines 3 to 7 I 3.217 mills 562,012 Contact person: Daytime (print) Natalie Wertz phone: (970) Signed: Title: Finance Manager 506-8566 Include one copy of this tax entity's completed form when filinttlfe local government's budget by January 31st, per 29-1-113 C.R.S., with the nivtsian nt'Local Government (DWi._Room 521. 1313 Sherman Street Denver. CO 80203. Ouesttons? Call MG at (303) 564-7720. t 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 I 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 EACII 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 65 DLG 70 (Rev,6/16) LEASE -PURCHASE SUPPLEMENTAL SCHEDULE TO THE ADOPTED BUDGET (29-1-103(3)(D), C.R.S. BUDGET YEAR 2020 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 Amount 2020 $ Total maximum payment liability for all Real Property Lease Purchase Agreements over the entire terms of all such agreements, including all optional renewal terms: IL 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: 66 $ 2020 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 2020 - 2024 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 2020 through 2024 totals approximately $24.5 million. The 2020 budget includes funds to expand the Erie Library, construct a library / innovation center in Greeley, and expand, remodel, and improve district -owned facilities. Funding will be from 2020 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 2020 recommended budget. Projects included in the subsequent years (2021-2024) 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 2020 year. 68 Capital Improvement Program Location/Item Description 2020 2021 2022 2023 2024 Carbon Valley Storytime Room Regional Expansion Lib :. $ 30,000 , - Shades Sails for Amphitheater $ 29,176 Green room / recording studio $ 17,000 Staff Room Doors $ 10,840 BCP-1 and 2 boiler circulating in line pumps $ 12.000 c __ ial Park Library Total WSt $ 99,016 $ - $ - $ - $ - CP Lighting Updgrade $ 7,500 CP Ask Here Desk 3rd station $ 6,500 CP Garage Ramps $ 13,500 } Staff Room Doors $ 10,840 RTU 4 and RTU 5 $ 24,000 I Condensing Unit 1 and 2 $ 8,000 DHW1 and DHWP1 - hot water heater and recirculation pump $ 14,000 • Insulate exposed ductwork on roof $ 61,000 1 Expand /Repair/Reseal/Repaint parking lot $ 100.000 P-2 Hot water system pump 16,000 istrict New Tech Support Eqpt (Computer, Services Total Phone, Server...) $ 245,340 1$ 45,000 $ - $ 205,000 $ 16,000 $ 30,000 $ - $ 30,000 $ - $ 30,000 Repair. replacement & new equipment $ - $ - $ 70,000 $ 70,000 $ 70.000 Repair, replacement & new equipment Collection Resources $ 60,000 Self -check machines Collection Resources $ 200,000 Bookdrops $ 16,000 DSS Water Heater $ 8.000 DSS RTU 5, 6,7, and 8 $ 56,000 Facilities Truck $ 44,000 Carpet replacement $ 50,000 DHWP-1 Domestic hot water recirculation pump $ 2,000 CU1 Condensing Unit $ 8,000 Repair/ReseaVRepaint parking lot $ 11,000 Special projects (Facilities) $ 10,000 $ 65,000 S 10,000 $ 10,000 $ 10,000 Special projects (T) _ $ 50,000 $ 50,000 $ 50.000 $ 50,000 $ 50,000 rie Community Library Total S 436,000 $ 380,000 $ 160,000 S 224.000 $ 160,000 Remodel/Addition/Parking_lot expansion and repair $ 5,000,000 BCP-1 and 2 Boiler circulating in line pump $ 8,000 HWP-1 and 2 Heatinc coil in line Dump $ 4,000 RTU-1 and 2 S 474.024 Farr Blinds Regional Library Total S 5,012,000 $ 18,473 S - S 474,024 $ - allaila $ - Ergo carts for sorter $ 5,800 I _ Motion Light / Exhaust Fan Sensors - $ - LED light fixture upgrades $ 5,000 DHW1 and DHWP1 - hot water heater and recirculation pump $ 14,000 CU1 Condensing Unit $ 4,000 Meeting Room Carpet $ 7.391 — 2 Pumps for hot water system $ 32,000 3 Exhaust fans S 7,400 - HVAC "4 -rside for ' Green • = and Cultural , Room / storytime Total Center room $ 54,664 $ 12,000 $ - �_... - $ - - $ 39,400 $ Painting $ 22.000 Library Buildings, Total PC Centers, and Facilities $ 12,000 S 22,000 S _ - - $ - $ - Greeley Library and Innovation Center $ 10,000,000 Kersey Library $ 1,296,000 Grover Facility $ 350,000 _ Mead Library $ 2,000,000 $ 3,000,000 PC Centers / Mini -branches $ 500.000 Total $ 14,146,000 S 3.000,000 S - $ - S - Grand Total $ 20.005,020 $ 3,402,000 $ 650,024 $ 263.400 S 160,000 69 Capital Improvement Program 1 Equip/furniture > $5k: Facitilites Vehicle $ 44,000 Self -check machines Collection Resources $ 200,000 Ergo carts for sorter $ 5,800 Bookdrops • $ 16,000 Sub total $ 265,800 New Computers & Other Technology: IT projects $ 50,000 Repair, replacement & new equipment $ 45,000 Repair, replacement & new equipment Collection Resources $ 60,000 Sub total $ 155,000 Capital Improvements: Greeley Library and Innovation Center $ 10,000,000 Erie expansion and remodel $ 5,000,000 Kersey Library $ 1,296,000 Grover Library $ 350,000 Mead Library $ 2,000,000 Mini -branches $ 500,000 Erie improvements $ 12,000 Carbon Valley improvements $ 99,016 Farr improvements $ _ 48,864 DSS improvements $ 21,000 Centennial Park improvements $ 245,340 Riverside improvements $ 12,000 Sub total $ 19,584,220 Total Capital outlay $ 20,005,020 Equip/furniture > $5k $ 265,800 New Computers & Other Technology $ 155,000 Capital Improvements $ 19,584,220 S 20.005.020 • Equip/furniture > $5k a New Computers & Other Technology , Capital Improvements 1 70 2020 Department Budgets 01-xxxx-50-01 Board of Trustees Expense Account - Actual .2018 I YTD 6130119 Budget 2019 Adopted 2020 Planned 2021 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 1,762 ' 242 100 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 350 300 300 : 300 6345 • Public Relations 1 t 6358 • Programs t 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 2,000 2,600 2,600 6394 • Travel and Mileage 4,901 1,398 6396 • Meetings 2,589 1,197 2.500 2,000 2,100 500 500 500 6397 • Out -of -House Training & Conferences 1.305 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 10.907 2,837 5,300 5.500 5.500 72 [01-xxxx-50-02 Executive Director Expense Account Actual 2018 YTD 6/30/19 Budget 2019 Adopted 2020 Planned 2021 6220 • Minor Equipment/Furniture <35k 150 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 109 219 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 69 323 360 360 360 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 1,825 2,581 1,500 1,500 2,000 6396 • Meetings 152 16 600 _ 600 __ 600 6397 • Out -of -House Training & Conferences 300 300 300 6480 • Software 6495 • Other Expense 6510 • Insurance 1 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 . New Computers & other technology Total 2,155 3,139 2,760 2,760 3,410 73 101 -xxxx-50-03 Associate Directors Expense Account Actual 2018 YTD 6/30/19 Budget 2019 Adopted 2020 Planned 2021 50 50 100 6220 • Minor Equipment/Furniture <$5k 6236 • Janitorial supplies 6249 • Operating supplies 75 75 225 6250 - Bib Processing Supplies 6310 • Postage 6320 • Printing i 6340 • Memberships 435 515 500 500 6345 • Public Relations 6358 • Programs (36) 4 120,000 114,000 6362 - Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 436 25,000 30,000 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 - Travel and Mileage 556 571 1,335 2,358 2,358 6396 • Meetings 494 75 220 220 6397 • Out -of -House Training & Conferences 6480 - Software 6495 • Other Expense 750 118 1,500 5,000 5,000 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000• 6954 - New Computers & other technology Total 2,635 693 3,550 153,203 152,403 74 01-xxxx-10-00 Centennial Park Expense Account Actual 2018 YTD 6130119 Budget 2019 I Adopted 2020 I Planned 2021 6220 • Minor Equipment/Furniture <$5k 11.583 10.604 5,600 8,430 6,100 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 17,457 4,727 16,081 18,000 18,000 6250 • Bib Processing Supplies 6310 • Postage 136 170 133 133 6320 • Printing 7 6340 • Memberships 366 50_4_ 450 500 500 6345 • Public Relations 6358 • Programs 6362 • Electric 35.788 13,855 40,708 42,094 44,198 6364 • Water and sewer 3,508 888 2,989 3,074 3,197 6365 • Natural gas 2,706 2,061 3,853 3,997 4,157 6367 • Phones 6369 • Disposal Services 4,951 3,542 3,797 4,080 4,244 6379 • Professional Contracts 53,988 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 3,495 500 500 500 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 766 999 1,150 1.150 6394 • Travel and Mileage 940 6395 • In -House Training 6396 - Meetings t 398 204 240 420 420 6397 • Out -of -House Training & Conferences 6480 - Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6952 • Equip/furniture-over $5000 (3,031) 6,300 6954 • New Computers & Other Technology 6980 - Capital improvements Total 78,297 36,697 81,687 136,366 82.599 75 01-xxxx-15-00 Farr Expense Account Actual 2018 Budget 2019 Adopted 2020 Planned 2021 6/30/19 YTD 6,169 6,920 7,150 1,000 6220 • Minor Equipment/Furniture <$5K 5,127 6236 • Janitorial supplies 6249 • O �._ eratin g supplies p p 10,395 3,925 11,430 L 11,430 __ 13,500 6250 • Bib Processing Supplies i 6310 • Postage 74 1 100 � 100 100 6320 • Printing } 6340 • Memberships 150 70 250 250 250 6345 • Public Relations 6358 • Programs f 6362 • Electric 44,475 24,988 58,134 r 60,633 63,664 6364 • Water and sewer 15,265 2,468 10,077 10,314 I 10,726 6365 • Natural gas 6,673 5,362 11,255 11,630 12,096 6367 • Phones 6369 • Disposal Services 4,636 } 2,033 4,083 4,246 4.415 6379 • Professional C Contracts 913 ; 525 : 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 1 6389 • Repair maint. - other equipment 6,216 11,600 13,100 11,600 6394 • Travel and Mileage 247 413 522 522 522 6396 • Meetings 161 70 300 250 250 6397 • Out -of -House Training $ Conferences 6480 . Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings i 6952 • Equip/furniture-over $5000 5,800 6954 • New Computers & Other Technology 6980 - Capital improvements Total 94,332 46,023 115,831 126,585 119,283 76 01-xxxx-20-00 Carbon Valley Expense Account Actual 2018 YTD 6/30/19 I Budget 2019 Adopted 2020 I Planned 2021 6220 • Minor Equipment/Furniture <45k 1 1,775 2,261 8,320 30,500 6221 • E -book Readers 6224 - CVRL Foundation Purchases 6236 • Janitorial supplies 6249 • Operating supplies 15,726 3.844 _ 14,600 15,200 . 14,920_, 6250 • Bib Processing Supplies 6310 • Postage 100 6320 • Printing 6340 • Memberships 165 50 400 650 400 6345 • Public Relations 6358 • Programs 6362 • Electric 43,720 17,384 i 44,066 45,804 48,095 6364 • Water and sewer 7,683 2,167 3,045 t 3,253 3,383 6365 • Natural gas 8,171 5,745 7,392 7,794 8,106 6367 • Phones l 6369 • Disposal Services 8,129 2,755 6,260 6,480 6,740 6379 • Professional Contracts 10,828 884 17,420 11,000 16,420 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Rpair maint. - vehicles 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 5,000 10,000 6394 and Mileage 2,263 1.627 2,453 4,025 2.588 • Travel 6396 • Meetings 796 313 444 404 760 6397 • Out -of -House & Conferences Training 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 - Equip/furniture-over S5000 6954 • New computers & other technology 6980 - Capital improvements 6986 - Opening Day Collection 109.256 37.030 109,400 ' 135,110 101.512 Total 77 I 01-xxxx-30-00 Lincoln Park Actual I YID Budget I Adopted I Planned Expense Account 2018 6/30/19 2019 2020 2021 6220 • Minor Equipment/Furniture 45k 2,362 5,035 12,221 12,132 12,282 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 14,034 3,059 13,000 12,000 12,860 6250 • Bib Processing Supplies 6310 • Postage 36 142 100 120 6320 • Printing 1 6340 • Memberships 115 50 250 4 250 250 6345 • Public Relations 6358 • Programs H 6362 • Electric 5,539 5,744 12,940 13,587 14,266 6364 • Water and sewer 1.09E 549 726 755 785 6365 • Natural gas 1.315 2.031 1,259 1,430 1,487 6367 • Phones 6369 • Disposal Services 2,454 : 1,956 628 745 775 6379 • Professional Contracts 47.535 24,632 48,996 C 59,724 61,511 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 1,000 2,000 2,170 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 315 173 550 440 580 6396 • Meetings 261 100 300 350 380 6397 • Out -of -House Training &Conferences 393 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 75.455 43.329 92,012 103,513 107,466 78 (01 -xxxx-40-O0 Outreach Expense Account Actual 2018 I YTD 6/30/19 Budget 2019 I Adopted 2020 I Planned 2021 6220 • Minor Equipment/Furniture <$5k 1,090 88 31,000 5,000 5,000 6236 • Janitorial supplies 6249 • Operating supplies 14,030 5,536 15,780 11,500 7,855 6250 • Bib Processing Supplies 6310 • Postage 56 1 250 250 250 6320 • Printing 6340 • Memberships 402 379 1,100 1,100 1,100 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 19,898 23,803 22,978 20,995 6380 • Gasoline, Motor Oil, Lubricants 6,631 4,006 16,000 13,500 16,000 6382 • Repair maint. - building 6384 - Repair maint. - vehicles 16,397 4,283 26,000 12,000 28,000 6385 • Repair maint. - office equipment 200 200 200 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer i 6389 - Repair maint. - other equipment 81 19,000 ' 6,000 6394 • Travel and Mileage 7,695 4,221 12,000 6396 • Meetings 1,454 1 465 1,500 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 354,047 , 290,000 16,000_ 6954 • New computers & other technology 6980 - Capital improvements Total 421,781 18,979 417,633 103,328 85,700 79 I 01-xxxx-71-O0 Erie Expense Account Actual 2018 YTD 6/30/19 I Budget 2019 Adopted 2020 I Planned 2021 6220 • Minor Equipment/Furniture <$5k 7,769 5,800 7,250 12,000 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 13,652 5,202 10,300 13,000 12,500 6250 • Bib Processing Supplies 6310 • Postage 7 100 100 150 6320 • Printing I 6340 • Memberships 1451 120 405 455 455 6345 • Public Relations 6358 • Programs I 6362 • Electric 28,1141 10,052 ; 29,322 34,876 36,620 6364 • Water and sewer 7,742 1,935 3,545 6,515 6.776 6365 • Natural gas 3,634 2,660 4,570 5.470 5,688 � 6367 • Phones 6369 • Disposal Services 2,149 586 1,279 1,326 1,379 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building t 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 5,148 4,125 L 2,750 5,200 6,000 6396 • Meetings 1,131 140 700 700 700 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 69,484 24,827 58,771 74,892 82,268 80 01-xxxx-72-00 Kersey Library Expense Account Actual 2018 YTD 6/30/19 Budget 2019 Adopted 2020 Planned 2021 6220 • Minor Equipment/Furniture <$5k 73 I 5,400 5,400 1,000 6221 • -book Readers E 6236 • Janitorial supplies 6249 • Operating supplies 284 78 3,400 4,200 4,325 6250 • Bib Processing Supplies 6310 • Postage 104 ' 104 105 6320 • Printing 6340 - Memberships 100 150 100 6345 • Public Relations 6358 • Programs 6362 • Electric 3,825 4,016 6364 • Water and sewer F I 2,613 2,718 6365 • Natural gas 595 619 6367 • Phones 6369 • Disposal Services 30 330 : 344 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 . maint. - vehicles Repair 6385 • Repair maint. - office equipment 200 200 200 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 1_ 6394 • and Mileage 794 274 . ___ - 800 447 .,__ 800 Travel 6396 • Meetings f 230 230 230 6397 • Out -of -House &Conferences Training 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6530 • Lease / Rental expense 15,600 7,800 6952 • Equip/furniture-over $5000 6954 • New computers and other technology i 6980 - Capital improvements 1,078 425 25,864 25,894 14,457 Total 81 01-xxxx-73-00 Riverside Library & Cultural Center Expense Account Actual 2018 YTD 6/30/19 I Budget 2019 I Adopted 2020 I Planned 2021 6220 - Minor Equipment/Furniture<$5k 6,677 6,850 9,250 6,800 6236 - Janitorial supplies 6249 • Operating supplies 12,020 3,071 12,200 12,200 12,200 6250 • Bib Processing Supplies 6310 • Postage 170 25 134 135 135 6320 - Printing 6340 • Memberships 346 422 400 400 400 6345 • Public Relations 6358 • Programs 6362 • Electric 11, 652 8,548 15,528 16,383 17,202 1- 6364 • Water and sewer 2,104 422 6,713 6,754 7.024 6365 • Natural Gas 3,184 2,788 6,643 6.838 7,112 6367 - Phones 6369 • Disposal Services 1,555 575 2,119 2,234 2,323 6379 • Professional Contracts 150 128 6380 • Gasoline. Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 204 102 400 800 400 6387 • Repair maint. - computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 1,774 1,129 2,200 2,170 2,170 6395 - In House Training 6396 • Meetings 402 161 448 446 446 6397 • Out of House Training & Conferences 6410 - Books t 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 40,238 17,371 53,635 57,610 56,212 82 01-xxxx-50-51 Administration Expense Account Actual 2018 YTD 6/30/19 I Budget 2019 I Adopted 2020 I Planned 2021 6136 - Workers Compensation 15,214 63,655 80,000 87,000 f 88,000 6205 - Bank Service Charges -4- I 6220 • Minor Equipment/Furniture <$5k 1,000 1,000 7 1,000 6236 • Janitorial supplies 6249 • Operating supplies 6,373 4,795 5,500 5,500 5,500 6250 • Bib Processing Supplies 6310 • Postage 64 5 300 300 300 6320 • Printing 6340 • Memberships 825 1,238 6362 • Electric 18,420 10,510 20,447 23,648 24,830 6364 • Water and sewer 3,806 1,753 4,173 4,558 4,741 6365 • Natural gas 3,663 2,054 4,750 5,383 5,598 6367 • Phones 6369 • Disposal Services 8,187 3,261 7,540 7,861 l 8,175 6378 - High Plains RLSS Courier l 6379 • Professional Contracts 56,863 27,426 36,000 42,000 43,200 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 • Travel and Mileage 4,106 6395 - In -House Training 6396 • Meetings 66 508 6397 • Out -of -House Training & Conferences 6398 - fee 411,373 449,998_4_ 544.850 701,500 Treasurer's 6410 - Books _l____771,650 6425 - Periodicals 6480 • Software 6495 - Other expense 107 10 6510 • Insurance 66,553 70,599 75,000 92,000 93,000 6520 • Equipment Rentals 6530 • Lease / Rental expense 10 6952 6954 - Equipment/furniture Computers & other over $5,000 technology • New te- i 6980 - Capital improvements t 18,447 70,000 6985 - Lease debt service 1 097 027 16,144 165,000 1, 711 094 651,956 1,0141570 970,750 1:0451994 Total 83 I 01-xxxx-50-53 Community Relations and Marketing Expense Account Actual 2018 I YTD 6/30/19 I Budget 2019 I Adopted 2020 I Planned 2021 800 6220 • Minor Equipment/Furniture <$5k 124 3,650 6,200 6221 • E -book Readers 6236 • Janitorial supplies 1_ 38,150 6249 • Operating supplies 7,301 1,261 20,850 27,800 6250 • Bib Processin Supplies 6310 • Postage 29 1 200 200 300 6320 • Printing 3,081 3,254 17,400 18,800 17,900 6340 • Memberships 1,298 1,062 2,225 2,675 2,780 6345 • Public Relations 41,474 , 42,596 79,224 88,050 69,825 6358 • Programs 72,956 44,479 84,000 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 15,293 39,450 a 44,664 14,664 6379 • Professional Contracts 28,474 6380 • Gasoline, Motor Oil, Lubricants 4,000 4,500 4,500 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 4,500 4,000 4,000 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / comput 182 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 967 . 475 1,250 1,250 1,700 6396 • Meetings , 228 87 500 500 500 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 155,990 108,632 257,249 208,989 144,769 84 01-xxxx-50-54 - Information Technology and Innovation Expense Account Actual 2018 I YTD 6/30/19 I Budget 2019 I Adopted 2020 Planned 2021 1,704 10,257 1,250 1,250 1,250 6220 • Minor Equipment/Furniture <$5k 6240 - Supplies Resale - Flash Drives 6249 • Operating supplies 2,333 1,802_ 2,200 2,700 2,200 6250 • Bib Processing Supplies 6310 • Postage 14 100 100 100 6320 • Printing 6340 • Memberships 660 760 830 1,390 1,390 6345 • Public Relations . 6358 - Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 209,338 137,290 253,585 253,585 1 240,515 6369 - Disposal Services 415 250 500 6379 • Professional Contracts 9,915 6,877 25,200 28,150 40,000 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building g 6384 • Repair maint. - bookmobile 6385 - Repair maint. - office equipment 151,858 44,239 147,162 147,162 145,026 6387 • Repair, maint., replacement / computE 332,628 123,050 413,975 353,075 391,375 6388 • Repair maint. - on-line computer 21,577 83,309 183.881 135.895 135,895 6389 • Repair maint. - other equipment 12,108 6,478 15,000 214,500 214,500 6394 • Travel and Mileage 3,718 1,697 3.575 4,462 3,000 6395 - In -House Training 6396 - Meetings 178 ---f- 77 150 150 150 6397 • Out -of -House Training & Conferences 4 6480 • Software 250,614 66,427 276,010 320,232 320,232 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6952 • Equip/furniture-over $5000 4 6954 • New Computers & other technology 53,614 37,576 130.000 95,000 255,000 6980 • Capital Improvements 6985 • Lease t - Total 1,050,674 519,839 1,453.168 1,558,151 1.750, 633 85 Resources 01-xxxx-50-55 Human Expense Account a. Actual 2018 as a I YID 6/30/19 Budget 2019 I Adopted 2020 I Planned 2021 800 1,500 6220 • Minor Equipment/Furniture <$5k 299 720 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 456i 696 L 1,313 1,413 1,313 6250 • Bib Processing Supplies , i 6310 • Postage 27 8 50 50 50 6320 • Printing 603 6340 • Memberships 6,252 428 1__ 6,714 6,414 6,414 6345 • Public Relations 11,745 3,660 14,586 20,350 10,550 6358 • Programs 145 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 44,928 46,971 67,422 86,499 86,499 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 - Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6393 - Tuition Reimbursement 14,216 is 30,000 40,000 40,000 7,395 6394 • Travel and Mileage 2,475 3,000 _ 1,400 3,250 771 20,689 55,000 76,000 76,000 6395 - In -House Training 8,749 6396 • Meetings 1,000 ! 1,000 1,200 6397. Out -of -House Conference & Meeting 60,824 101,000 26,733 63,500 101,000 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 Total 150,116 108,674 244.085 334,126 327,076 86 01-xxxx-50-56 Finance Expense Account Actual 2018 Y1'b 6/30/19 Budget 2019 Adopted 2020 Planned 2021 6205 -Bank Service Charges 2,503 702 2,100 2,100 2,100 6220 • Minor Equipment/Furniture <$5k 589 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 713 22 700 700 725 6250 • Bib Processing Supplies 6310 • Postage 1,129 306 750 750 765 6320 • Printing 6340 • Memberships 795 390 1,035 1,035 1,025 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 64,975 45,591 63.635 64.000 65,660 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 288 325 404 450 450 6394 • Travel and Mileage 6396 • Meetings 38 Out Training Conferences 375 6397 • -of -House & 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 71,405 47,336 68,624 69,035 70,725 87 01-xxxx-50-57 Foundation Actual YTD Budget I Adopted I Planned Expense Account 2018 6/30/19 2019 2020 2021 I 6220 • Minor Equipment/Furniture <$5k 6221 • E -book Readers 6236 • Janitorial supplies 1 6249 • Operating supplies 788 500 750 750 6250 • Bib Processing Supplies 6310 • Postage 175 35 500 350 I 350 6320 • Printing 1 2,000 2,000 6340 • Memberships 290 33 _i_2,000 2,305 1,810 1,810 6345 • Public Relations 85 70 2,500 2,500 2,500 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. - bookmobile 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 - Repair maint. - on-line computer 6389 • Repair maint. - other equipment 364 269 1,680 840 840 6394 • Travel and Mileage 6395 - In -House Training 6396 • Meetings I 1,430 74 3,300 6397 • Out -of -House Training & Conferences 6480 • Software 250 375 375 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals ' 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Total 1,776 407 14,465 8,625 8,625 88 01-xxxx-50-58 Facilities Services Expense Account Actual 2018 YTD 6/30/19 Budget 2019 I Adopted 2020 I Planned 2021 6220 . Minor Equipment/Furniture <$5k 225 150 1,500 1,500 1,500 6221 • E -book Readers 6236 • Janitorial supplies 38,332 19.820 49,000 47,000 47,000 6249 • Operating supplies 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships 379 500 1.500 1,500 6345 • Public Relations 6358 • Programs 6362 • Electric _ 6364 • Water and sewer 6365 k Natural gas _ 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 339,092 206,062 373,700 427,520 417,520 6380 • Gasoline, Motor Oil, Lubricants 2.143 721 2,500 2,500 2,500 6382 • Repair maint. - building 262216 120,342 T 228,752 478,900 228,900 6383 • Repair maint. - grounds 11,585 1,103 6384 • Repair maint. - vehicles 2,500 2,500 2,500 6385 • Repair maint. - office equipment 9 6387 • Repair, maint., replacement / compute 3,279 6388 - Repair maint. - on-line computer 6389 • Repair maint. - other equipment 1,732 6394 • Travel and Mileage 6,609 2.930 6,000 6.000 6,000 6396 • Meetings 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 1,000 1,000 1,000 6940 • Improvement to Buildings 514 6952 • Equip/furniture-over $5000 3,500 44,000 5,000 6954 • New Computers & other technology 6980 • Capital Improvements 1, 378,390 1,255, 616 21,739, 300 19,584.220 3,147, 000 Total 2,042,250 1.608,999 22,408,252 20.596.640 3,860.420 89 01-xxxx-50-59 Collection Resources Expense Account Actual 2018 I YTD 6/30/19 Budget 2019 I Adopted 2020 I Planned 2021 6220 • Minor Equipment/Furniture <$5k 2,067 3,500 3,500 3,500 , 6221 • E -book Readers 6236 • Janitorial supplies 6249 • Operating supplies 10,178 921 12,500 12,300 12,300 6250 • Bib Processing Supplies 139,962 52,149 159,821 205,636 205,636 6310 • Postage 31,276 16,948 36,825 33,950 34,025 6320 • Printing 116 6340 • Memberships 220 500 500 500 6345 • Public Relations 6358 - Programs 6362 • Electric 6364 • Water and sewer 6365 • Natu ragas 6367 • Phones 6369 • Disposal Services 6379 • Professional Contracts 340.123 251,351 452,427 433,602 440.602 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - bookmobile i 6385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computE 57 6388 • Repair maint. - on-line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 7,290 1,000 12,625 9,400 9,400 6396 • Meetings 65 35 300 500 500 6397 - Out -of -House Training & Conferences 245,369 574,500 598,000 585,000 6410 - Books 547,960 6425 - Newspapers & Periodicals 58,468 27,819 55,000 46,500 46,500 46,483 150,000 i 100,000 100,000 6430 - Ebooks 114,672 16460 - Compact Discs 25,450 12,732 45,000 45,000 45,000 6480 • Software 1,240 4, 985 6490 - DVD/BluRay 120,035 45,763 175,000 175,000 175,000 6495 • Other Expense 6496 - Electronic resources 409,771 304,729 606,000 484,000 484,000 6500 • Platform Fees 5,292 11,600 12,850 r 18,850 25,350 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 200,000 6954 • New Computers & other technology 30,000 60.000 6986 - Opening Day Collection 1,022,220 2,326,848 2,426.738 2,167,313 Total 1,813,906 90 2020 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. 92 Schedule of Budget Codes Fund Expense Location 00 - 0000 - ❑❑- Location Codes 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 40 Bookmobile 50 District Support Services 70 Ault (Northern Plains) 71 Erie 72 Kersey Library 73 Riverside Library & Cultural Center 75 Eaton 80 Fort Lupton 85 Hudson 90 Johnstown (Glenn A. Jones) 95 Platteville 00 High Plains Library District Department Project ❑❑ - ❑❑❑❑ Department Codes 00 None 01 Board of Trustees 02 Executive Director 03 Associate Director 51 Administration 53 Public Information 54 Information Technology 55 Human Resources 56 Finance 57 Foundation 58 Facility Services 59 Collection Resources 65 Virtual Library Program/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 Projects 2012 Riverside Library & Cultural Ctr. 2013 Lincoln Park 2014 Energy Performance 3513 Interlibrary Loan system 8501 Spell Grant 93 Professional Contracts 5010 Centennial Park 5015 Farr 5020 Carbon Valley 5030 Lincoln Park 5071 Erie 5072 Kersey 5073 Riverside Library & Cultural Ctr. 8002 Outreach 6000 Tax Distribution to Member Libraries 6010 Contingency / An amount budgeted for expenditures that cannot be foreseen and planned for in the budget process because of an occurrence of an unusual or extraordinary event. 6105 Third Party Health Insurance Payment / Insurance payment for COBRA insurance coverage. 6110 Salaries /Wages paid to employees who are employed by the District. 6112 Life/Disability Insurance / Premium paid for short-term and long-term, life and disability insurance coverage. 6136 Worker's Compensation / Premium paid for worker's compensation insurance policy to provide medical care to employees in the case of a work related accident. 6137 Dental Insurance / Premium paid for dental insurance coverage as elected by employees. 6138 Medical Insurance / Premium paid for medical insurance coverage as elected by employees. 6139 Vision Insurance / Premium paid for vision insurance coverage as elected by employees. 6140 Social Security / Social Security taxes paid by the District on the employees' behalf. 6144 Retirement/401A/457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6145 Legal Shield / Employee paid Legal Services. 6146 Medicare I 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 I 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. 94 6220 Minor Equipment / Items costing less than $5000, such as VCRs, projectors, televisions, display units and typewriters. 6221 E Readers / Kindle Fires and (Pads. 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). 6380 Gasoline, Motor Oil, Lubricants / Expenses for fuel and lubricants to operate District vehicles. 6382 Repair & Maintenance -Buildings / Materials and supplies for the repair and maintenance of District buildings. Includes light bulbs, paint, lumber, and hardware supplies. 6384 Repair & Maintenance-Vehicies / 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 i Reimbursement for classes taken by those employees continuing their education. 6394 Travel & Mileage / Reimbursement for mileage, parking, meals, and incidental expenses incurred by a District employee when conducting District business. This does not include expenses incurred for conferences and training. 6395 In -House Training / Costs of in-house classes and seminars for staff needs. 6396 Meetings / Incidental expenses incurred when hosting or attending meetings. 6397 Out -of -House Training & Conferences / Expenses incurred for conference attendance, and out -of -house training. 6398 Treasurer Fee / Fees paid to the county for collection and distribution of property taxes. 6410 Books / Hardbound or softbound materials purchased, not via a subscription. 6425 Periodicals / Printed materials purchased with a subscription for magazines, newspapers, or professional journals. 6430 E Books / Recorded audio materials in cassette type form. 6460 Compact Discs / Recorded audio materials including music in compact disk (CD) form. 6480 Software / Published software programs and site licenses. 6490 DVD/Blue Ray / Recorded visual material in DVD or Blue Ray format. 6495 Other Expense / Expenses not otherwise classified. 6496 Electronic Resources / Subscription costs for online databases. 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District. 6520 Equipment Rentals / Rental costs for equipment rented by the District including rentals of postage machine rental. 6952 Equipment/Furniture over $50001 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. 95 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 ❑❑ - 0000 - ❑❑ - ❑❑ - ❑❑❑❑ 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. 96 Schedule of Budget Codes Fund Expense Location Department Project ❑❑ - ❑❑❑❑ - ❑❑ - ❑❑ - ❑❑❑❑ Location Codes 10 Centennial Park 15 Farr 20 Carbon Valley 30 Lincoln Park 40 Bookmobile 50 District Support Services 70 Ault (Northern Plains) 71 Erie 72 Kersey Library 73 Riverside Library & Cultural Center 75 Eaton 80 Fort Lupton 85 Hudson 90 Johnstown (Glenn A. Jones) 95 Platteville 00 High PIains 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 Programs/Professional Contracts/Proiect Codes Programs I0I0 Centennial Park 1015 Farr 1020 Carbon Valley 1030 Lincoln Park 1071 Erie 1072 Kersey 1073 Riverside Library & Cultural Center 8001 Outreach - programming Project 2010 Riverside Library & Cultural Ctr. 2013 Lincoln Park 20I4 Energy Performance project 3513 Interlibrary Loan system 8501 Spell Grant 97 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 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 / Permanent repairs, upgrades, remodel or improvements made to enhance the appearance of a District building. 6460 Compact Discs I Recorded audio materials including music, in compact disk (CD) form. 6010 Contingency / An amount budgeted for expenditures that cannot be foreseen and planned for in the budget process because of an occurrence of an unusual or extraordinary event. 6137 Dental Insurance / Premium paid for dental insurance coverage as elected by employees. 6369 Disposal Services / Pick up and removal of waste and recyclable materials. 6490 DVD/Blue Ray / Recorded visual material in DVD or Blue Ray format. 6430 EBooks / Recorded audio materials in cassette type form. 6362 Electric / Expenditures for electrical services provided by a public utility company. 6496 Electronic Resources / Subscription on-line databases. 6221 5 Readers / Includes Kindle and Ipads. 6952 Equipment/Furniture over $60001 Equipment or furniture items costing more than $5000. 6520 Equipment Rentals / Rental costs for equipment rented by the District including rentals of postage meter machines. 6148 Federal Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6203 Fees — Other / Miscellaneous fees. 6224 Foundation Purchases / Items purchased by the District that the Foundation has approved for funding. 6380 Gasoline, Motor Oil, Lubricants I 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 I Items used to clean and supply facilities, such as floor finish, stain remover, toilet tissue, paper towels, hand soap, event, and vacuum bags. 98 6985 Lease Payment / Payments made to lease Library buildings. Debt service transfer for 2001 COPS and 2006 COPS. 6145 Legal Shield I 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 journals. 6367 Phones / Phone service charges paid to a private utility company, including cell phones and networking line connections. 6310 Postage I Mailing costs for sending letters and packages. 6320 Printing / Printing and copying of materials for internal and external use. 6379 Professional Contracts / Payment for services rendered by outside contractors (organizations or individuals). 6358 Programs / Expenditures to promote and conduct programs such as Summer Reading, National Library Week and Children's Read Week. May include prizes, arts and crafts supplies, decorations and refreshments. 6346 Public Relations / Advertising expenses, including recruitment ads, newspaper publications and promotional items. 6382 Repair & Maintenance -Buildings I Materials and supplies for the repair and maintenance of District buildings. Includes light bulbs, paint, lumber, and hardware supplies. 6387 Repair, Maintenance, Replacement- Computer/ Services, supplies and maintenance agreements purchased to repair and maintain computer equipment, such as monitors, central processing units and printers. Also includes cost of replacement computers. 6385 Repair & Maintenance -Office Equipment Services, supplies and maintenance agreements purchased to repair and maintain office equipment, such as copy machines, microfiche reader/printers and fax machines. 6388 Repair & Maintenance -On-line Computer! Costs of upkeep for the Dynix Horizon system. 6389 Repair & Maintenance -Other Equipment Services, supplies and maintenance agreements purchased to repair and maintain any equipment that is not otherwise classified. 6384 Repair & Maintenance -Vehicles / Repair and maintenance costs for District vehicles. 6144 Retirement/401A/457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6200 Retirement — Employer Contribution / Amount paid by District to match employees' contribution to the 401A retirement plan. 6110 Salaries / Wages paid to employees who are employed by the District 6140 Social Security / Social Security taxes paid by the District on the employees' behalf. 6480 Software / Published software programs and site licenses. 99 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 I insurance payment for COBRA insurance coverage. 6394 Travel & Mileage i 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. 2020 Statistical / Supplemental Section 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 Direct Tax Actual Year Land Property I Property Property Agricultural Resources Oil & Gas Assessed Value Taxable Value Rate Value 2009 80,401 923,754 601,990 144,788 93,731 14,798 2,728,330 520,780 5,108,572 19,995,658 3.249 25.548% 2010 76,597 935,623 612,171 191,689 93,792 11,881 1,593,865 573,725 4,089,343 19,166,061 3.249 21.336% 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% Source: Weld County Assessor's office High Plains Library District Property Tax Levies and Collections Last Ten Fiscal Years (amounts expressed in thousands) Levy Collect Year Year Total Tax Levy for Fiscal Year' Collected within the Fiscal Year of the Levy Tax Amount 2 Percent of Levy Collections in Subsequent Total Collections to Date Years 3 Tax Amount Percent of Levy 2008 2009 2009 2010 2010 2011 2011 2012 2012 2013 2013 2014 2014 2015 2015 2016 2016 2017 2017 2018 Source: I Final Budget 2 YTD Treasurer's Tax Distribution 3 Not available for years not shown 13,321 16,934 13,609 15,880 19,074 21,063 27,320 35,255 26,930 27,390 13,255 16,874 13,581 15,832 19,023 21,038 26,882 35,223 26,962 27,515 102 99.5% 99.6% 99.8% 99.7% 99.7% 99.9% 98.4% 99.9% 100.1% 100.5% 66 13,321. 100.0% 60 16,934 100.0% 13,581 99.8% 15,832 99.7% 19,023 99.7% 21,038 99.9% 26,882 98.4% 35,223 99.9% 26,962 100.1% 27,515 100.5% High Plains Library District Principal Taxpayers December 31, 2018 2018 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value Kerr-Mcgee Oil & Gas Onshore LP Noble Energy Inc. Encana Oil & Gas (USA) Inc PDC Energy Inc Crestone Peak Resources, LP Extraction Oil & Gas LLC SRC Energy Inc. Public Service Company of Colorado (Xcel) Bill Barrett Corporation DCP Operating Company Kerr Mcgee Gathering LLC Kerr Mcgee Gathering LLC Petroleum Development Corp. Rocky Mountain Energy Center Petro -Canada Resources (USA) Inc. Merit Energy DCP Midstream LP Source: Weld County Assessor 1,785,109,060 1,246,748,870 917,455,340 487,990,300 307,297,630 288,806,380 239,628,910 226,408,930 200,166,930 191,242,720 $ 5,890,855,070 103 1 17.00% 2 11.87% 3 4 5 6 7 8 9 10 8.74% 4.65% 2.93% 2.75% 2.28% 2.16% 1.91% 1.82% 56.11% 2009 Taxable Assessed Value Percentage of Total Taxable Assessed Rank Value 720,101,120 1,125,978,020 216,847,930 2 1 3 85,863,600 5 53,956,900 8 213,156,870 4 74,138,000 7 155,340,570 6 76,126,160 9 51,374,020 10 $2,772,883,190 14.10% 22.04% 4.24% 1.68% 1.06% 4.17% 1.45% 3.04% 1.49% 1.01% 54.28% High Plains Library District Demographic and Economic Statistics Last Ten Fiscal Years High Plains Library District Year Patron Population Weld County Population Total Personal Income ($ billions) Per Capita Income Unemployment Rate 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 237,214 235,511 236,815 240,898 245,989 251,308 257,157 259,688 268,307 270,901 251,220 252,825 254,759 263,691 263,691 269,785 274,487 284,876 296,397 304,435 7.38 7.07 6.93 7.76 8.35 8.35 8.35 8.35 11.20 12.50 27,788 28,503 27,186 25,233 29,986 31,657 27,047 42,787 42,701 44,080 8.16% 9.80% 9.10% 8.70% 6.70% 3.90% 3.80% 2.60% 3.40% 2.70% 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. 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. 104 High Plains Library District Principal Employers December 31, 2018 2018 Percentage of Total County Employees Rank Employment JBS Swift Beef Company Banner Health: Northern Colorado Medical Center Greeley Evans School District 6 University of Northern Colorado Weld County Government State Farm Insurance Companies City of Greeley Star Tek, Inc. Halliburton Energy Services Inc. Anadarko Petroleum State of Colorado (includes UNC) Wal-Mart Super Center US Government Aims Community College Total Principal Employers Other Employers Total County Employment 4,590 3,560 2,200 1,900 1,615 1,200 1,030 900 805 610 18,410 138,876 157,286 Combined State of Colorado (including UNC) not available for 2018 Source: Upstate Colorado and Weld County 1 2 3 4 5 6 7 8 9 10 105 2.92% 2.26% 1.40% 1.21% 1.03% 0.76% 0.65% 0.57% 0.51% 0.39% 11.70% 88.30% 100.00% 2009 Employees Percentage of Total County Rank Employment 4,192 2,889 2,189 1,383 1,350 1,130 702 1 2 3 5 6 7 10 1,015 8 1,400 4 874 9 17,124 98,926 116,050 3.61% 2.49% 1.89% 1.19% 1.16% 0.97% 0.60% 0.00% 0.87% 1.21% 0.75% 14.76% 85.24% 100.00% Hello