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HomeMy WebLinkAbout20174219.tiffpi, • AA highplains brary District Finance Department 2650 W. 29th Street Greeley, Colorado 80631 Annual Budget 2018 Adopted December 11, 2017 Board of Trustees Kenneth Poncelow, Chairman Mary Heberlee, Vice Chairman Bob Grand, Secretary/Treasurer George Conger John Damsma Rosalie Martinez Stan Sameshima aOmnr)c)r)oa.+ orsS t 1 97 /' ? cc'GwCeB/•D O1'1 l q �e/iW/r7 L=0009 hi Library District Administrative Office 2650 W. 29t" Street Greeley, CO 80631 District Support Tearer Tony Brewer, Interim Executive Director and Associate Director of Branch Services Elena Rosenfeld, Associate Director of Community Engagement Eric Ewing, Associate Director of Human Resources and Facilities elli Johnson, Community Relations and Marketing Manager Rochelle Mitchell -Miller, Foundation Director Terri Mondschein, Collection Resources Manager Susan Staples, Information Technology Manager Natalie Wertz, Finance Manager Managers, Sue Schimidt, Erie Community Library Melissa Beavers, Centennial Park Library Marjorie Elwood, Carbon Valley Regional Library Rosa Granado, Outreach Cindy Osborne, Lincoln Park Library Charlene Parker, Farr Regional Library Rita Kadavy, Riverside Library and Cultural Center rscAwtsirr Attil0415 I Iridium, Resumers MI* roger Associate Director of It Ana Se es Fr B+:tsrd n ¶'rcje!�c Aasod ac Maier of Cow wwdre . u a cst t r 4,4 •4 a r, 4.144•41/43. .itiihJ. r.a. X. Li.r ..r. A '4 sit. :4a, r 4 %la or et of 1.1' High Plains Library District Organizational Chart I i s I J nailer - -1 `r -�§a 1. Duo 4hillfit et Ito 4,4 ;rr 1 vim dad ipn Director .! Table of Contents Budget Message Letterto the Board ••Et•i•t•isr.•ai.1•.stilai4a.4a I a • a &Fa:1 a:H:aeF.•.Ni!'4ii'Iii!tl+iit4•!44•Elt4bI44+i+4 F.i 4 i4 7 Roles and Service sF..1.,.. 11a .a.1.aa:.6l44tP4t r 4ifii@diiiteie•lreeeee 411114'111n2.1011914411W •.if■sea.. 12 Branch Services Carbon a l l \a r y Regional Library ■■■ 1■ f i i i 1.■ e. a, c. ■ s winning., tall. 1■ a 1■ a ■ 1 n■ a a u. a r.■ a r 1•. a 13 Centennial Park Library 4•06.00 .... I ..a. /WI ....... *WO ... a... a p.. E*.. 11 S•4. is *..0 1 3 Erie Community Library a. 1.... . ... ....i■•..si4■.4144.14614.411, ..........44..,.•46;41.i4.•l.6.....4.alie s.* 13 Farr Regional Library i,.,..,.....44••*Ii.i4•••.4•••4.41i•44i•i4• 444•444.4•i.44444R4 13 KerseyLibrary ,„...........„,............................6.44 ..............•••4..snit In EU.l44 PM 14 Lincoln Park Library.„...., r4 "I•amT•ns/ ivilii firili*Illis Pin $.liIP44iPI4il@•iikillDill iiiIIII diiti0PG■^ 14 Riverside Library and cultural center..■►■•ii•iI4s+iiiti+,.•iiiidlilliiiibile i•iiii+iiiiilia 4 14 Department of Community Engagement Outreach 11epef#n'rent ear4..r......... ..... ...1r■ralsiti.rr.•nr■.a 1■■nips* , on .r 15 Community Relations and Marketing Department ..♦....1...4411• ......i•....�... 16 District Support Services Collection Resources Collection U eveloprnent in ."o-a...P ►a n. .ilBfil•••17 +�4riil4i4*4+54i•fil4 IIi4•04*'P4 2•� Interlibrary Loan..I■.1Fa.a1ia.: alai ..4*41i•*F•it•Fi•i4Eittiii+iiiiiiii*eilieisir+..ii..1•Fi4s 17 Eiblioaraphic Services , 1 s aaaaa.a■ai aaa•a.aa.c a.aa _ :. _ 17 Materials Coordination. ........ 1 ■• , re.e r.irs•eel• i.sati.si iitse 4 i.s..i.i.•..is.•..sri.ss..ra 4.. ■ 17 Finance Department 141 1re■....$■e.•e.■.'r..... ..i...4.'a.....•s..... a■.si.. .r w.• I ■ Human Resources and Facilities Department.I.,F ..+•,...♦1, 18 Information Technology Department 4.4 18 HPLL Foundation and Development .. +..•1■a ■1,p.pq,..1..r4446TDI M'#ri+r,ln..a.a..._ 18 2017 District Budget Budgeted Revenue and Expenditures.. ... . . •...• ai..Y l• P P 4 41.*4 n.s#.•1. r•*I■41il4ir.a 21 Weld Library Finance Corporation Debt Service Fund .a.l.."." N.1 24 2017 Budget Summary. al ■a■ . ■■i 1 i Iry 1+•144.6•44.04a4.4441144.+444 xi: 25 Resolution to Adopt Budget !■• 1 .■. 1 ''II, Ty e r. i A F i s r 7 e, • r4. _. - 29 Resolution to Appropriate Sums of Money •, 1 4 I I or i...s..sEli i. 31 Resolution to Set 11111 Levies, Weld County..i..Ii. 0 pi ■.eanaemia nap anow se•a.. 32 Certification of Tax Levies, Weld County 4 . ....,.• 33 Resolution to Set Mill Levies, Boulder County . 1.... r.r.. ..... gi.. ri.4 d a • , = 37 Certification of Tax Levies, Boulder aunty..1■f...116 i a...a...■ 38 Lease Purchase Schedule..ii.i.a■ 1a.aa.4saL4 0444@faitb444*44414+4ai“ 42 capital Improvement Program .W a r r+a I ve .■■.. i i i■1. a i a■ . a ... a i *5! F P i 1 1 1•♦ 1 1 4 4 L I U a 4.4 4 l: - - 14‘114 at 14 v 1. II1.444 Item Description by Location ....,a.taaARlGat444+4+4II* eer•ere•M+.•tr.i+Fii+4Eii4i44*4044•ti4440+4rr 45 Department Budgets Board of Trustees 1 41 .. ■ ■ . 1 F Ed p•4*•1•.40444*404* • •,sl1...■.i...4..4.s. 48 Executive Director ........ .. ..... 49 Associate Directors ....... ...... 50 Centennial Park Library ...51 Farr Regional Library .................. .. _ 52 Carbon Va ley Regional Library ...... 53 Lincoln Park Library54 Outreach Services 55 Erie56 Kersey 57 Riverside Library and Cultural Center . 58 Administration .. 59 Public Information ..... 60 Information Technology ....61 Human Resources.62 Finance 63 Foundation, 64 Facilities Services 65 Collection Resources 66 Virtual Library .........67 Budget String Coding Numeric Sort ,. 69 Alpha Sort...... 73 1 PAGE OF DOCUMENT INCLUDED IN PAPER FILE. REMAINDER RETAINED ELECTRONICALLY IN TYLER. 2.'18 Budget Message -aff high p S 1) ut v District December 11, 2017 , Minn 630 \I'. ?t)''' SI (het C '( ) 8O531 1 (970) ,COI$ -83,5 ) 1';1 c: 0170) . 1()()-g.).1 1 Dear Board of Trustees and High Plains Library District Taxpayers; It is our pleasure to submit to you our 2018 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: Connecting our communities to information, inspiration and entertainment for life. 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 nigni)1(1111S1 plalns [Pt;try Our Values: tIiiliiii ti;lhil)II 2100 1 1/4'. 29' S i et' C a i volt. ) KO( A (9 ti)) .506-8,5.50 (C)7U) ,i(Ui-K,J,] 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 Customers - 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; Rave 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. S 7114, highplains Overview , (lxlli111 ;Inc 26,50 NV'_ 9'n SLI eeL ►1 �' 'I�� ( '( ) Ho(i. Phony: ': ( )7U) .51itj-H, 1 0 Fax: (4 7()) ,5(1(-H5,FI This budget will support the High Plains Library District in achieving its mission and vision by providing the necessary funding for the operation of seven branch libraries, the outreach department, six member libraries, public computing centers, and administration and support services. The budget consists of: Summary schedules listing revenues, expenditures, beginning and ending fund balances, and transfers to the debt service fund. 1 The 5 -year capital improvement program, plus narrative. The 2018 budget includes funds to expand the Erie Library; remodel the Carbon Valley Library; seek a permanent location for the Lincoln Park Library, seek a new location and expand the size of the Kersey Library in Kersey, Colorado; purchase vehicles for Outreach; construct a garage and storage building; and maintain a quality level of library services. The budgeted general fund revenues for 2018 are $29,091,199 and the budgeted general fund expenditures for 2018 are $81,975,218. The excess of budgeted expenditures over budgeted revenues will be paid for out of the 2018 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 2018. Next year's budgeted revenues have increased 1.69% from the 2017 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, 2018, There are some planned staff additions for the expected increase in circulation from implementing Prospector and for additional need that is being experienced in some of the branches. 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 implement Prospector which will allow 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 3.249 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 94.2% percent of the District's budgeted revenue for 2018 while specific ownership tax is 4.8%. The remaining 1% percent consists of fines, fees, investment earnings and miscellaneous revenues. Oil and gas Assessed Value accounts for approximately 52% of the District's net total taxable assessed valuation within Weld County for 2018, 9 fri• a - - highpiaiim L)istI•in'I • Property Taxes Specific Ownership Taxes • Other Revenue dininisii ationi 26,30 V1/4'. 296 So pet ,I ('Cl(9/ i '( 8063 Phone: 1970) 306-8:60 Vav, (970) 306-8.33 The expenditures of the district are comprised of salaries and benefits that equal 32.7% of the budgeted expenditures, operating expenditures add an additional 18%, capital outlay equals 26.8%, transfers out to the debt service fund accounts for 3,5%, and the tax distribution to member libraries equals 19% of the total budgeted expenditures. The debt service fund was created to account for the lease payments due to issuance of Certificates of Participation Notes, which financed construction and improvements to buildings and major equipment purchases throughout the District, the establishment of a reserve fund for the Certificates and payment of issuance costs of the Certificates, ■ Salaries and Benefits Debt Service Operating MMlernbertax distributions 10 ■ Capital Outlay V � highplains S l�wa1'1 .D "LIp`it-� iunn 2630 'SV. 2!)"' Si7 eel (;I(Ft k'\ CO 806 31 PII 'Y«': (970) 306,-8,a,a00 ji'a:i. (!)70) 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. -- .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 2018 budget will be continuously evaluated to assure that funds are expended judiciously. Respectfully lly s m itted, frvc4 Edward A. Brewer Interim Executive Director Natalie Wertz Finance Manager 11 tA,2„, High Plains Library District Roles and Services Branch Library System BRANCH SERVICES The High Plains Library District (HPLD) serves more than 265,000 residents of Weld County and parts of neighboring counties, and covers a geographic area of almost 4,000 square miles. Our mission of connecting communities to information, inspiration and entertainment for life 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 variety of materials including children, teen, and adult fiction and non-fiction materials in print, audio, video, and electronic formats (CDs, DVDs, a -books and downioadable 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. New to the District's digital collection are Launchpad's. These pre -loaded tablets for kids are designed with a simple, easy -to -use interface, and come loaded with age appropriate games and apps. The 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 physical and/or mobile computer labs which staff use to teach classes to the public on a variety of computer related topics. The labs are also available to organizations to offer computer instruction to their staff or clients. 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 Win 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 12 our facilities use alternative energy sources such as solar and implement energy -saving technologies and practices to further reduce use of energy. Carbon Valley Regional The 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 a community meeting room, a small conference room, four individual study rooms, a cozy fireplace area, children's Storytime Room, outdoor patio, cate 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 Centennial Park Library serves as a neighborhood library. The 28,000 square foot facility can hold up to 80,000 items and offers 47 public access computers. The library includes a Computer Commons with a separate area for teaching classes; a two-sided fireplace; six solar tubes illuminate the main floor; three study rooms, a community meeting room and a small conference room. 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 ail of the available archives of the Greeley Tribune from 1870, the "Germans from Russia's 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 The 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 community meeting room and designated teen area. The library also includes a unique kite-themed storytime room. The children's room in the library was dedicated as the "Lorraine David Children's Room" after Lorraine David, - an Erie resident and library advocate who established the first Erie Children's Library. Farr Regional The 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 37 computer stations for the public, 13 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 High Plains Library District is a member of the national Foundation Center Cooperating Collection, which provides print and electronic resources to non-profit organizations throughout Northern Colorado. Printed resources from. this collection are housed at the Farr Library while the electronic resources are included in the District's online databases. The Farr Library features eight custom stained glass windows commissioned by local artist Carolyn Stuart, a fireplace with a comfortable reading area, a small conference room with a capacity of 12 people, and a large meeting room with a capacity of 704 Kersey Library in 2013, the High Plains Library District oponod its first mini -branch in Kersey. Kersey Library provides 9 public access computers, copy/print/fax services, a meeting room, quality programming for all ages, and over 4,000 items for children, teens and adults, The library shares part of its 800 square feet with the Kersey Museum which enhances its local charm and appeal. Lincoln Park Lincoln Park Library serves the downtown Greeley community by providing library service to the nearby communities and downtown business district. This full -service library offers public access computers, Ili-Fi, and computers with age appropriate learning activities and games for children, The library also hosts a wide variety of fun and unique programs for children, adults, and teens that encourage reading, literacy, education and cultural diversity. The library also offers a small meeting room with capacity for 40 people for training and community use, The library features historic paintings by Ha McAfee Turner. *As of May 2016, the library is located in a temporary location while the High Plains Library District Board of Trustees determines the best option for a permanent downtown library. 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, a cafe, 14 office spaces, a police sub -station, an electric vehicle charging station and an outdoor plaza. DEPARTMENT OF COMMUNITY ENGAGEMENT AN ARM OF PUBLIC SERVICES The Community Engagement arm of public services focuses on: Bringing services and programs to the community members outside of the walls of our facilities; Learning about the needs and priorities of community members through market analysis, use assessments, and conversations; Using the information learned to focus strategic conversations and decisions about best services and programs; Representing the Library District at various community events, outreach Department The Outreach Department serves as an extension of the High Plains Library District by providing service delivery to patrons and communities beyond easy access to 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 barriers hinder access to a library, The Mobile Services staff operates two mobile units. One unit carries a collection of about 5,000 books and non -print materials. It serves as a traveling neighborhood library with an emphasis on services and materials for children and senior citizens. The second unit provides mobile library service to senior centers by providing lobby stops and programmingp The units have immediate access to the entire HPLD collection, One of the mobile units is no longer under warranty and needs to be replaced. The other is nearing end -of -life. In July 2017, High Plains Library District issued requests for proposal for three vehicles for the Outreach Department Delivery of the vehicles is expected in early 2018. Two of the units would replace the existing mobile units. A "pop-up" van is also being pursued to use at community events. While the Outreach Department will represent the Library at these events, the Community Relations and Marketing Department will lead coordinating which events are visited. 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 ebook questions, sign up for programs, help with reserving a Meeting Room and much more. 15 Community Relations and Marketing Department The Community Relations and Marketing Department is responsible for all communication, marketing, advertising and public relations functions. In addition, the Community Relations and Marketing Department ensures HPLD's programming initiatives measurably impact priorities that resonate as valuable by community members. More specifically, the Community Relations and Marketing Department: • 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. • Builds relationships through education and open communication with all representatives of the local media. Coordinates all press releases, columns, press conferences, media kits and information packets that are distributed to increase awareness and knowledge about the High Plains Library District. Serves as the hub of all communication throughout the 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 programming using outcomes based systems thinking and measurement. 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 of Branch Services, Associate Director of Community Engagement, Collection Resources, Finance, Human Resources and Facilities, and Information Technology departments provide leadership and management services to support District operations. Collection Resources Collection Resources consists of Collection Development, Bibliographic Services, Interlibrary Loan, and Materials Coordination. Together these units accomplish the 16 processes necessary to make a wide array of materials available to the public in a timely, efficient, and cost effective manner, collection Development 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 and the creation of Weld County histories. This centralized process provides cost effective efficiencies to build a quality collection that strives to balance district -wide collection goals with local branch needs. Interlibrary Loan Interlibrary Loan supports the educational, recreational and information needs of High Plains Library District patrons through resource sharing with other libraries, Interlibrary Loan enables all High Plains Library District libraries to provide patrons with a broad range of materials by supplementing existing collections, Interlibrary loan borrows and lends materials from various libraries throughout the United States. Bibliographic Services libliographlc Services is responsible for ordering, receiving, processing and cataloging materials acquired by the District. Bibliographic Services is responsible for maintaining the integrity of the data contained in the online catalog using Resource Description and Access standards. This organization and description of materials is the foundation for other basic library services, such as circulation, materials management, collection development, and acquisitions. Materials Coordination The Materials Coordinator is the liaison between Collection Resources and Branch Services. The Materials Coordinator provides local courier oversight, debt collection management, and inventory control. The Materials Coordinator also works directly with library equipment vendors with contracts and ordering and maintenance of library equipment. 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 which in most instances are supported by a purchase order being placed with vendors. 17 • Fiscal Reports - prepare bank reconciliations, general ledger account reconciliations, and reports for use in analyzing various financial functions of the 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 and Facilities Department • Human Resources and Facilities is dedicated to providing a quality experience for employees and patrons. • Employees will have a quality experience by receiving fair compensation and benefits; training that provides knowledge and skill to serve patrons; and working conditions that are comfortable and safe. • Patrons will receive a quality experience through being served by highly trained a n d engaged employees and facilities that are attractive and comfortable. Information Technology Department The Information Technology (IT) staff provides support for all technology related services, projects, and issues. The IT department is responsible for the District's technology infrastructure and applications, In addition, the department oversees: • The performance and stability of equipment, applications and databases. 45 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. HPLD Foundation The HPLD Foundation is a separate functioning IRS -501(o)(3) not -for-profit, supporting the needs and mission of the High Plains Library District. The Foundation assets and income are derived from the following activities: • Investment proceeds of the HPLD Foundation Permanent Endowment Fund. 18 • Grant funding - mission aligned IFteracy, technology and programming funding from private, family, corporate, municipal and Federal grant sources, Individual and corporate gift solicitation, including planned giving, gifts of closely held securities and capital campaign funds. Special Events 19 21:18 District Budget High Plains Library District Budgeted Revenue & Expenditures - General Fund FY 2018 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 Ending Fund Balance DESIGNATION OF FUND BALANCE Operating Reserve Emergency Reserve Capital Improvement Reserve TOTAL ENDING FUND BALANCE 2016 Actual $ 19,742471 35,222,965 2,667,003 37, 889, 968 57, 632,639 14,963,277 464,297 9,867,286 397,477 1,424,725 2,939,712 3,160,936 360,735 1,154,918 9,438,503 34733, 363 22,899,276 3,740,819 1,123,867 18,034,590 $ 22,899,276 2017 Adopted $ 20, 942,990 26,749,252 1,857,348 25,606,6 00 49,549,590 15,279, 468 5,962, 366 1,117, 525 386,187 868,553 2,276,521 1,733,466 344,793 6170721 6,227,241 25,606,60€ 20,942,990 3,8191667 849,911 16,273,212 20, 942, 990 2017 Estimated $ 22,899,276 26,749, 252 1,934, 848 28,684,100 51,583,376 15,468,866 352,366 1,117,525 386,167 B6 0,553 2,276,521 1,733,466 344,793 617,721 6,227,241 23,165,995 28,417, 376 3,867,217 849,911 23,700,250 28,417)378 2015 Adopted $ 28,417, 376 27,331,411 1,759 78B 29, 091,199 57`506,577 16,209,111 8,567,350 1,115,750 405,254 843,716 1,784,646 1,880,109 386,123 783159 6,083, 007 31,975,218 25,533,3.591 4,052,275 863,709 20,617,372 $ 25,533,359 2019 Planned 25, 533,359 27,604,725 1,575,600 29,150,325 541713,684 16,737,727 5,151,000 1,119,400 409,307 652,153 1,802,492 1,898,910 389,984 790,991 6,143,837 29,151, 964 25,561,720 4,184,432 870,142 20,507,146 25, 561,720 21 High Plains Library District Budgeted Revenue - General Fund FY 2018 TAXES Property Taxes Weld Co. Property Taxes Boulder Co. Delinquent Taxes Refunds/Abatements Taxes Weld Co. Refunds/Abatements Taxes Boulder Co. Specific Ownership Taxes TOTAL TAXES OTHER REVENUE Fines, & Fees Earnings an Investments Grants Contributions - In Kind Miscellaneous TOTAL OTHER REVENUE TOTAL REVENUE .2016 Act use $ 34,797, 297 425,668 15,462 - _ 2,223, 820 37,462,247 101,381 209,438 60,836 47,395 6,673 427,721 $ 37x88!988 2017 Adopted $ 26,324,307 424,945 178,2.50 2,877 1,400,000 28,330,379 _ 65,000 120,000 65,621 15,800 101000 2017 Estimated $ 26,324,307 424,945 178,250 2,877 1,4001000 28,330,379 75,000 190,000 65,621 15,600 7,500 276,221 353,721 28,608,600 $ 28,684,100 22 2018 Adopted 25,844,735 488,876 57,837 1,049 4DO, GOO 28%790.297 8510010 150,000 62,302 15,800 8,000 300,902 2010 Planned 27,113,182 491,543 a 1,400,000 29, 004,725 85,000 25,000 60,000 15.600 10,000 175,600 29,091,199 $ 29,180,325 High Plains Library District Budgeted Expenditures - General Fund FY 2018 OPERATING Salaries and wages Fringe benefits Workers' compensation Bank fees Minor equipment/furniture 45k 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 malnt+- 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/BluRey 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 2016 Actual 7,134,188 1,937,525 82,458 5,762 82,048 44,481 128,448 153,894 38,437 9,198 14,493 102,831 63,858 211,206 33,944 25,781 220,631 23,859 1,022,861 6,435 222,682 9,047 134,772 371,689 93,159 23,652 15,079 37,488 132,480 3,447 50,392 528,468 678,902 5 0, 370 188,453 43,862 210,715 207,993 43 445,918 36,707 59,537 47,395 a 28,910 14,983,277 33,768 253,814 178,715 464,297 9,887,288 9,867,286 583 9,438,503 2017 Adopted 7,444,953 2,3821379 76,000 3,780 58,443 49,000 146,526 234,136 41,857 18,100 17,833 110,875 75,000 204,233 29,426 37,360 253,542 23,234 945,602 10,600 185,000 21,500 158,100 250,650 981088 35,900 15,000 36,887 19+180 77598 42,300 425,281 584,000 52,000 150,000 45,000 286,456 175,000 250 383,000 18,700 61,829 1,000 65,170 15;279,468 480,000 75,306 5,427,000 5,982,386 1,117,525 1,117,525 7,099,891 6,227,241 2017 Estimated 7,444,953 2,382,379 75,000 3,780 58,443 49,000 146,526 234,136 41,857 18,100 17,833 110,875 75,000 204,233 29,426 37,360 253,542 23,234 1,050,000 10,60►0 280,000 21,500 158,100 250,850 98,088 35,900 24,000 36,887 19,180 7,598 43,300 425,281 584,000 52,000 150,000 46,000 285,456 175,000 250 383,000 18,700 61,829 1,000 65,170 15,468,666 250,000 75,366 27,000 3527368 1,117,525 1,117,5255 1,489,891 6,227,241 2018 Adopted 7,690,636 2,691,723 80,000 37780 80 67,891 49,000 139,693 205,836 37,382 20,800 17,784 90,600 75,000 213,152 30,437 30,454 223,211 24,488 1,152,890 18,500 219,172 38,500 149,877 278,125 178,895 28,100 25,000 41,378 36,200 7,783 34,300 433,767 598,000 48,500 100,000 45,000 267,887 175,000 1,750 484,000 18,850 70,000 1,000 65,170 16,209,111 800,000 190,000 7,577,x350 E1,587,350 1,115,750 1,115,750 9,883,1 00 6,083, 007 TOTAL DIET TO MEMBER LIBRARIES 9,438,503 6,227,241 8,227,241 6,083,007 TOTAL EXPENDITURES 34,733,363 28,806,600 23 23,165,998 31,975,218 2019 Planned 7,944,427 2,869,994 85,000 3,900 44,538 49,000 147,588 205,636 37,541 19,900 17,709 82,378 79,000 223,810 31,655 39,990 223,211 25,176 1,144,696 18,600 196,400 30,500 154,156 391,375 178,895 34,000 25,000 49,793 23,300 8,744 41,300 442,463 585,000 48,500 100,000 45,000 267,887 175,000 5,250 484,000 25,360 80,000 1,000 65,170 18,737,727 80,000 5,071,000 5,151 1000 1,119,400 1,119,400 6,27' 5,143, 837 8,143,837 29,151,984 WELD LIBRARY FINANCE CORPORATION Debt Service Fund Budget FY 2018 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. 934,873 5,485 81867,286 $10,807,6:44 $ 9,390,000 457,973 3,516 9.851, 488 $ 050,158 Estimated 2017 Adopted 2018 956,155 $ 957,255 1,100 600 1,117,525 1,115,50 S7,0741780 $2,10731605 $ 1,020,000 90,525 7,000 1.117,525 957,255 $ 1,045,000 63,750 7,000 1,115,750 957,855 Branches I, Far, • FILCC i 6110 Salaries s j 815,662 593,265 793,484 659,148 640+607 83,057 638,900 6112 Benefits 285,482 207,643 277,719 230,702 r 224,212 rr� 29,070 223,615 5136 Workers' Compensation Total Salaries & Benefits 1,101,144 800,908 1,071,203 889,850 864,819 112,127 862,515 6000 Distribution to member libraries — 6205 Bank fees i 6220 4 Minor equipment/Furniture <$5k 5,520 - 5,800 6,000 12,200 12,132 5,400 6,850 6236 Janitorial supplies 5249 Operating supplies 11,430 11,000 18,000 15,670 12,000 3,400 12,200 5250 !Bib processing supplies 6310 Postage 100 100 352 - 142 104 134 6320 Printing 6340 Memberships 250 305 500 850 250 100 400 !6345 Public relations 6358 Programs 6362 Electric 56,144 J 28,103 39,320 42,505 12,323 15,074 6364 Water & sewer 9,884 3,348 2,880 2,922 698 6,680 , 6365 {Natural gas 10,919 4,400 3,753 - 7,087 1,216 6,469 6367 Telephones . A L6369 Disposal services 3,923 1,214 3,846 5,957 531 30 1,934 6379 Professional contracts 1,16.0 I 12,900 48,996 6380 Gasoline, motor oli, lubricants _r 6382 Repair rnaint.- bldg 0384 Repair mairit.- vehicles 6385 Repair rnaint.- office equip. 500 ' 2,800 200 400 6387 Repair, malnt., replacement / computer, _- ,_ 6386 Repair malnt.- p on lme comp on-line 6389 Repair malnt.- other equip. 18,100 - a ! 6393 Tuition reimbursement 6394 `Travel & mileage 522 2,750 999 2,588 440 448 1,102 6396 In -House Training 6396 1Mleetings 200 700 240 260 300 230 448 6397 Out -of -House Training & Conferences 6398 Treasurers fee 5410 I Books 6425 Newspapers/periodicals 6430 Ebooks a. y - 5460 Compact discs I A 6480 Software 1 6490 DVD/RluRay C 6495 Other e expense I 6496 Electronic resources 6500 Platform Fees 6510 Insurance 6520 Equipment rental 6530 Lease / rental expense 49,560 15,600 6952 Equiplfurniture - over $5000 - 6940 Improvement to Buildings - F 6954 New Computers & other technology 5985 Lease debt service -r _ > 6986 Opening Day Collection 1,214,296 i 858,626 1,147,393 992,589 1,006,207 137,639 914,206 6980 Capital improvements _ - - Total 1,214,296 858,626 1,147,393 992,589 14006,207 137,639 I 914,206 ti 25 - Branches I 2019 Y Vi rtual Dist, To s 2018 - • AdmIn EAbr Lib' TOTAL TOTAL 6110 ' Salaries 589,183 - 2,877,337 746901636_ 7,944,427 6112 Benefits 2064214 - 1,007,068 2,691,723 2,859,994 6136.Workers' Compensation 80,000 80,000 85,000 Total Salaries & Benefits 795,397 - 3,964,396 10,462,359 10,889,421 u u _ 6000 Distribution to member libraries ' 6,083,007 6,083,007 6,143, 837 6205 Bank fees 3,780 3,780 3,900 6220 Minor equiprnent/Funiture 45k 5,000 8,989 67,891 44,536 49,000 ! 6236 Janitorial su plies 49,000 49,000 6249 Operating supplies - 7,856 48,138 139,693 147,588_ 205,636 - 6250 Rib processing supplies 2 05, 636 205,636 6310 Postage _ 250 36,200 37382 37,541 6320 Printing 20,800 20,800 19,900 6340 Memberships 800 - 14,509 17,764 17,709 6345 Public relations J 90,500 a 90,600 82,375 6358 Programs 75,000 75,000 79,000 6362 Electric _ 19,583 213,152 228,810 31,655 6364 Water & sewer 4,027 u 30,437 6365 Natural gas I 6367 Telephones 223,211 2 25,176 6369 Disposal services 7,253 24,488 5379 Professional contracts 25,555 1,064,279 1,152,890 - 1,144,696 5380 Gasoline, motor oil, lubricants 16,000 2,500 I 18,500_ 18,500 8382 Repair maint.- bldg 219,172 I 219,172 196,400 30,500 6384 Repair ma int.- vehicles 34,000 2,500 36,500 8385 Repair rnaint.- office equip. 200 145,677 149,677 154,156 391,375 6387 Repair, ma int. , replacement / computer 276,125 276,125 6388 Repair rya int,- on-line comp - 176.695 176,895 176,695 _ 34,000 6389 Repair main«.- other equip. 15,000 28,100 6393 Tuition reimbursement M 25,000 25,000 25,000 5394 Travel & mileage 6,000 26,529 41,378 49,793 23.300 6395 In -House Training 1 36,200 36,200 6396 Meetings 300 - 5,105 7,783 8,744 16397 Out -of -House Training & Conferences 34,300 34,300 41,30 6398 Treasurers fee 433,787 433,787 442,463 585,000 15410 rooks 598,000 598,000 6425 Newspapers)+eriadicals 46,500 46,500 46'500 6430 Ebooks 100,000 100,000100,000 6460 Compact discs 45,000 45,000 45,000 267,887 6480 Software 267,887 267,887 6490 DVD/BIuRay 175•1000 175,000 175,000- 5,250 6495 Other expense _ 1,750 1,750 484,000 6496 Electronic resources 484,000 464,000 _ 25,350 6500 Platform Fees 18,850 18,850 6510 Insurance - 70,000 70,000 80,000 6520 Equipment rental 1,000 1,000 1,000 - 65,170 6530 Lease / rental expense 10 55,170 - _ i 6952 Equip/furniture - over $5000 800,000 ' f - 800,000 6940 Improvement to Buildings _ u 5954 New corn uters & other technology 190,000 190,000 80,000 6985 Lease debt service 1,115,750 1,115,750 1,119, 400 6986 1 Opening Day Collection 1,691, 357 i - 10,352,S48 6,083,007 24, 397,868 24,080, 964 6980 Capital improvements - 7,_577,350 7,577,350 5+071, 000 Total 1,691,357 I a 17,929,898 6,083,00' , 31,975,218 I 29,151,964 26 Administration 50/51 01 ' 02 Oa 53 54 515 f Exec Assoc Community Information Human Departments Adimit ROT Dir Dir Relations Technology Resources - i _ 6000 Tax Distrbtn - member libraries a 1 5,083,007 !6138 Workers' Compensation 1 80,000 1 16205 Bank fees 1 6220 Minor equipment/furniture <$5k 1,000 50 700 1,250 800 6236 Janitorial supplies 6249 Operating supplies 5,500 1 75 22,850 2,200 1,313 6250 Bib processing supplies I I 6310 Postage - 300 L I 200 100 50 5320 Printing 18,800 - Memberships (6340 600 360 450 2,175 830 6,414 8345 Public relations k 78,050_ 10,050 - - - 6358 Programs 75,000 5352 Electric 19,583 6364 'water and sewer 4,027 6355 Natural gas 4,610 - 6367 Telephones 223,211 6369 Disposal services 7,003 250 6379 Professional contracts 36,000 51,900 27,650 107,292 6380 ; Gasoline, Motor Oil„ Lubricants 6382 Repair main#.- bldg 6384 Repair malt.. vehicles 6385 Repair taint.- office equip 3-- 145,577 6387 Repair, rnaint, replacement / computer 276,125 8368 Repair rnaint.- online comp 176,895 , - 6389 Repair rnaint,- other equip. 15,000 , 5393 Tuition reimbursement _ 25,000 6394 Travel & mileage 1,000 1,500 1,163 1,250 3,575 1,400 5395. In -House Training 36,200 6396 LMe6tin9S 1,280 500 75 500 150 1,000 6397 Out -of -House Training&Conferences 1,000 300 31,000 8398 ' Treasurers fee 433,787 'Books • 6410 'Newspapers/periodicals 16425 5 6430 F r a.Ebooks - - 6460 Compact discs - - 6480 Software 1 - . 267,887 (13490 Video/D 'i 8495 Other expense 1,500 ` 6496 Electronic resources 5500 Platform Fees 6510 Insurance 70,000 55201 Equipment rentals 6530 Lease / rental expense 1 depths] Outlay I 6952 Equipment over $5000 - 6940 Improvement to Buildings 6954 New Computers & Other Technology 70,000 I 60,000 8990 Capital improvements - 6985 Lease debt service f 1,115,7 50 I I - 6986 Opening Day Collection j q I , DEPARTMENT TOTAL 73930,677 3,880 2,780 I 3 313 251,425 1,200,700 220,519 Bank fees Janitorial supplies Operating supplies bib processing supplies 6364f W ater and sewer 6385 Natural gas 6367 Telephones 6369 Disposal services 6379 Professional, contracts 6380Gas* ' = it*r 6382 J_ Repair maint.- bldg i Repair maint-.- vehicles 6388 Repair mint,- office equip 'Repair. maint. F replacement / _ computer Repair maint.- online comp Repair maint.- other equip. Tuition reimbursement 6398 Treasurers. fee 6410 Books 64126 ewspapersiperiodicals 6430 j jEbooks Lease / rental expense Capital Outlay Equipment over $5000 Improvement to Buildings New Computers & Other Technology 28 RESOLUTION TO ADOPT BUDGET 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 2018, AND ENDING ON THE LAST DAY OF DECEMBER 2018. WHEREAS, the Board of Trustees of the High Plains Library District has appointed Edward A. Brewer, High Plains Library District Interim Executive Director, to prepare and submit a proposed budget to said governing body at the proper time; and WHEREAS, Edward A. Brewer 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 '1 1, 2017, 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 $75.21 , 750 That estimated revenues for each fund are as follows: General Fund: From un-appropriated surpluses From sources other than general property tax From the general property tax levy Debt Service Total General Fund 29 $28417378 1,759,788 27,331,411 $5715Vi5L7 $ 2_ 07s3.605 Resolution to Adopt Budget Page 2 High Plains Library District Section 3 That the budget, as submitted, amended, and hereinabove summarized by fund, hereby is approved and adopted as the budget of the High Plains Library District for the year stated above. Section 4, That the budget hereby approved and adopted shall be signed by the Chairman, High Plains Library District Board of Trustees, and made a part of the public records of the District. ADOPTED, this 11th day of December, A.D., 2017, Attest: Chairman, Board of Trustees zirei SeOretaryirreasurer, Board of Trustee 30 RESOLUTION TO APPROPRIATE SUMS OF MONEY 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 2018 BUDGET YEAR, WHEREAS, the Board of Trustees has adopted the annual budget in accordance with the local Government Budget Law, on December 11, 2017 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 $16,209,111 Capital Outlay 8,567,350 Transfers (internal activities) 1,'115,750 Distribution to Member Libraries 6,083,007 Total General Fund Debt Service Fund: Principal & Interest & Other ADOPTED, this 11th day of December, A.D., 2017. ATTEST: Chairman, Board of Trustees ATTEST: X, Secretary/Treasurer, Board of Trustees 0 31 $31,975,218 $ 1,115,750 RESOLUTION TO SET MILL LEVIES A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2017 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2018 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 lip 2017, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $26,844,735 WHEREAS, the 2017 valuation for assessment for the High Plains Library District as certified by the Weld County Assessor is $826246O81 1 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 2018 budget year, there is hereby levied a tax of 3.249 mills upon each dollar of the total valuation for assessment of all taxable property within the District for the year 2017. 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 11th day of December, A.D., 2017 ATTEST: Chairman, Board of Trustees ATTEST: A ,,. /it) _ ecretar, lfreasurer, Board'of:trustees 1050 County Tax Effigy Code DOLA LGIDS 1D 62079/1 CERTIFICATION OF TAX LEVIES for NON -SCHOOL Governments r'.`.1�yi.C• M.R1'frrtt . id`.-. . c .rir TO: County Commissioners' of On behalf of the the of the WELD COUNTY HIGH PLAINS LIBRARY , Colorado. (taxing L"RI!QJV) Board of Trustees (governing body) EI High Plains Library District (local ff oveni rncnL} 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 (TIP) 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: 12/12/2017 8438202960 (GROSS" assessed Valuation, Line 2 ortht Certification af Valuation Porn DLO 57E) 8262460811 '' (NETassessed valuation, Line 4 of the Certification of Valuation Form DLO 57) USE VALUE PROM FINAL CERTIFICATION OF VALUATION PROVIDED BY ASSESSOR NO LATER THAN DECEMBER 10 (no later than Dee, 13) (Inmid d1 'yy) PURPOSE (see end notes for definitions and examples) for budget/fiscal year l . General Operating Expenses' 2 <Minus> Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction' UBTOTAL FOR GENERAL OPERATING: 3, General Obligation Bonds and Interest') 4, Contractual Obligations 5, Capital Expenditures' 6b Refunds/Abatements" . OtherN (specify): Contact person: (print) Signed: imimaft _ LEVY2 3,249 3,249 2018 REVENUE' mills $ 25844735 mills ruifis mills LTIills mills .007 mills mills is 26,844,735 $ $ 57837 TOTAL: Sum of General Operating Natalie Ga Wertz is,17 e /fed& 1)15tiiliu Welt; ID'?( ]i Min 3.256 Daytime phone: ( ) Title: mills 26,902,572 (97D) 506-8566 Finance Manager Include one cope of this tax em11 r1s conpletedfaiwi wlhe n, frrzg the local government's budget byieuntai r 31st, per 9-1-113 G.1 .&, with the u s e • r )T - 'Cti ? c t -p-it 1 n • fir- n r' °arfif P ' 'fr , C ?if 3) ,i4 - 77 7 `) �f the taxing entity's boundaries include more than one county, you must certify the levies to each county i 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,' .rlrrarion (Line 4 of Form DL057 on the County Assessor's FINAL certification of valuation), Page I on n 33 DUD 70 (Rev,6/ l 6) CERTIFICATION OF TAX LEVIES, continued TIIIS SECTION APPLIES TO TITLE 321ARTICLE TICLE I SPECIAL DISTRICTS THAT LEVY TAXES FOR PAYMENT OF 1 RAL OBLIGATION DEBT (32-14603 C. 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 (3281;1603,CRIS.) 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: Matu ri t 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 mor IMINEMEIMMaMiNi Use multiple copies of this page as necessary to separately report all bond and contractual obligations per 32-1-1603, C.R.S. 34 Notes: A Taxing Entity- —A jurisdiction authorized by law to impose ad valorem property taxes on taxable property located within its territorial limits (please see notes 94 C, and H below). For purposes of the 0140 70 only, a taxing entity is also a geographic area formerly located within a taxing entity's boundaries for which the county assessor certifies a valuation for assessment and which is responsible for payment of its share until retirement of financial obligations incurred by the taxing entity when the area was part of the taxing entity, For example: an area of excluded property formerly within a special district with outstanding general obligation debt at the time of the exclusion or the area located within the former boundaries of a dissolved district whose outstanding general obligation debt service is administered by another local government's. B Governing Body-•- 'lie board of county commissioners, the city council, the board of trustees, the board of directors, or the board of any other entity that is responsible for the certification of the taxing entity's mill levy. For example: the board of county commissioners is the governing board ex officio of a county public improvement district (PI D); the board of a water and sanitation district constitutes ex officio the board of directors of the water subdistrict. c Local Government - For purposes of this line on Page I of the DLO 70, the local goverment is the political subdivision under whose authority and within whose boundaries the taxing entity was created, The local government is authorized to levy property taxes on behalf of the taxing entity. For example, for the purposes of this form! 1. a municipality is both the local government and the taxing entity when levying its own Levy for its entire jurisdiction; 2, a city is the local government when levying a tax on belhaif of a business improvement district (BID) taxing entity which it created and whose city council is the BID board; 3, a fire district is the local government if it created a subdistrict, the taxing entity, on whose behalf the fire district levies property taxes. 4. a town is the local government when it provides the service for a dissolved water district and the town board serves as the board of a dissolved water district, the taxing cell,,, for the purpose of certifying a levy for the annual debt service on outstanding obligations. a" GROSS Assessed Value There will be a d i feren ce between gross assessed valuation and net assessed valuation reported by the county assessor only if there is a "tax increment financing" entity (see below), such as a downtown development authority or an urban renewal authority, within the boundaries of the taxing entity. The board of county commissioners certifies each taxing entity's total milts upon the taxing entity's Gross Assessed Vacate found on Line 2 of Form DLG 57. £ Certification of Valuation by County Assessor, Form DLG 57 - The county assessor(s) uses this form (or one similar) to provide valuation for assessment information to a taxing entity. The county assessor must provide this certification no later than August 25th each year and may amend it, one time, prior to December 10th. Each entity must use the FINAL valuation provided by assessor when certifying a tax levy, r TIF Area -f —A downtown development authority (DDA) or urban renewal authority (URA), may form plan areas that use "tax increment financing" to derive revenue from increases in assessed valuation (gross minus net, Form DLG 57 Line 3) attributed to the activities/improvements within the plan area, The DDA or URA receives the differential revenue of each overlapping taxing entity's mill levy applied against the taxing entity's gross assessed value after subtracting the taxing entity's revenues derived from its mill levy applied against the net assessed value. o NET Assessed Va lu e --The total taxable assessed valuation from which the taxing entity will derive revenues for its uses. It is found on Line 4 of Form DLO 57, Please Note; A downtown development authority (DDA) may be both a taxing entity and have also created its own TIF area and/or have a URA TIF Area within the DDA's boundaries. As a result DDAs may both receive operating revenue from their levy applied to their certified NET assessed value and also receive TIF revenue generated by any tax entity levies overlapping the DDTA's TYArea, including the UDA's own operating levy, Page 3 o14 35 DLO 70 (Rev6116) 11 General Operating xpenses @@LG 70 Page 1 Line 1) The levy and accompanying revenue reported on Line 1 is for general operations and includes, in aggregate, all levies for and revenues raised by a taxing entity for purposes not lawfully exempted and detailed in Lines 3 through 7 on Page 1 of the DLO 70. For exainple: a fire pension levy is included in general operating expenses, unless the pension is voter -approved, if voter -approved, use Line 7 (Other). 'Temporary Tax Credit for Operations (DLG 70 Page 1 Line 2) The Temporary Genera i Property Tax Credit/ Temporary i Ll Levy Rate Reduction of 39-1-111.5, C,11.,S, , may be applied to time taxing entity's levy for general operations to effect refunds. Temporary Tax Credits (TTcs) are not applicable to other types oflevie.s (non -general operations) certified on this form because these levies are adjusted from year to year as specified by the provisions of any. contract or schedule of payments established for the payment of any obligation incurred by the taxing entiper 29-1-3 01 13 C.R.S. or they are certified per _ - " � �a � rtb�ieci as authorized at election �� 1 302(20), C.R.S. " General Obligation Bonds and. Interest (DLG 70 Page 1 Line 3) —Enter on this line the total levy required to pay the annual debt service of all general obligation bonds. Per 29-1-3010 3) CIR. ., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. Title 32, Article 1 Special districts and subdistricts must complete Page 2 of the DLO 70. IC Contractual Obligation (DLG 70 Page 1 Line 4)-1f repayment of a contractual obligation with tax property has been approved at election and it is not a general obligation bond (shown on Line 3), the mill levy is entered on this line Per 29-1-301(1,7) C.R. ., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required forsuch purpose provisions � as specified by the pray rsror�s of any contract or schedule of payments. L Capital Expenditures (DLG 70 Page 1 Line 5} -"These revenues are not subject to the statutory property tax revenue limit if they are approved by counties and municipalities throe man nr s. pursuant to 29-1- 301(1,2) C,R.S. and for special districts tl .roe.h apprgvai from tine Division of Local Government pursuant to 29- 1-302(1.) CAS, , or for any taxing entity if osoved.at election, Only levies approved by these methods should be entered on Line 5, M Refunds/Abatements (DLG 70 Page 1 Line 6)...The county assessor reports on the Certification of Valuation (DLO 57 Line 11) the amount of revenue from property tax that the local government did not receive in the prior year because taxpayers were given refunds for taxes they had paid or they were given abatements for taxes originally charged to them due to errors made in their property valuation. The local government was due the tax revenue and would have coilected ected it through an adjusted mill levy l f the valuation errors had not occurred, Since the government was due the revenue, it may levy, in the subsequent year, a mill to collect the refund/abatement revenue. An abatement/refund mill levy may generate revenues up to, but not exceeding, the refund/abatement amount from Form DLG 57 Line 11. 1. Please Note: Pursuant to Article X, Section 3 of the Colorado Constitution, ii f t!ie taring entity is in more. than one county. as with _all ._levies\the abatement leer must be uniform throualiout tile entity's boundat1e and certified the sane to each count. To calculate the abatement/refund levy for a taxing entity that is located in more than one county, first total the abatement/refund amounts reported by each county assessor, then divide by the taxing entity's total net assessed value, then multiply by 1,000 and round down to the nearest three decimals to prevent levying for more revenue than was abated/refunded. This results in an abatementlrefund mill levy that will be uniformly certified to all of the counties in which the taxing entity is located even though the abatement/refund did not occur in all the counties. N Other (DLG 70 Page 1 Line 7) Report other levies and revenue not subject to 29a-1-301 C.R.S. that were not reported above, For example: a levy for the purposes of television relay or translator facilities as specified in sections 29 7-101, 29-7-102, and 29-7-105 and 32-1-1005 (1) a), ,R. .; a voter -approved fire pension levy; a levy for special purposes such as developmental disabilities, open space, etc, Page 4 Df4 36 DLG 70 (Rev.6i1 6) RESOLUTION TO SET MILL LEVIES A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2017 TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR THE HIGH PLAINS LIBRARY DISTRICT, COLORADO, FOR THE 2018 BUDGET YEAR. WHEREAS, the Board of Trustees of the High Plains Library District has adopted the annual budget in accordance with the Local Government Budget Law, on December 11, 2017, and WHEREAS, the amount of money necessary to balance the budget for general operating expenses is $486,676 WHEREAS, the 2017 valuation for assessment for the High Plains Library District as certified by the Boulder County Assessor is $1491792,544 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 2018 budget year, there is hereby levied a tax of 3.249 mills upon each dollar of the total valuation for assessment of all taxable property within the District for the year 2017, 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 11 Lh day of December, A.D., 2017. ATTEST; Chairman, Board of Trustees ATTEST: /IL Greta ryi i reas u re r, Board f fAtees 37 County Tax Entity Cot DOLL LOID/SID CERTIFICATION OTAX LEVIES for NON -SCHOOL Governments TO: County Commissionersi of On behalf of the the of the High Plains Libary District Colorado. (taxing entity)" Board of Trustees {governing body) High Plains Library District Hereby officially certifies the following mills to be levied against the taxing entity's GROSS assessed valuation of: Note; If the assessor certified a NET assessed valuation (AV) different than the GROSS AV due to a Tax Increment Financing (TEE) ree 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: 12/12/2017 (nu later than Dee. IS) (local government) $149,792,544 (GROSS° assessed valuation, Line 2 ofthe Certification or'Valuation Form DLO SI $149,792,544 (NET" assessed vaitia#ion, Lime 4 of the Certification o(vnluation Form. DLO SI) USE VALUE FROM FINAL CERTIFICATION OF VALUATION PROVIDED BY ASSESSOR NO LATER THAN DECEIVLBER 10 for budget/fiscal year 2018 (mm/dd/y'yyy) PURPOSE (se: end notes for definitions and_examples) ) 1. General Operating Expenses" 2. <MirtitOr Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reductions SUBTOTAL FOR GENERAL OPE ATIN t 3. General Obligation Bonds and Interests 4. ContractualObIigations' 5, Capital Expenditures' 6, Refunds/Abatements" 7. Other' (specify) F Contact person: (print) Signed: TOTAL: Sum of General Operating Natalie G. Wert r LEVY2 3.249 r 3.249 .007 (yyyy) REVENUE mills 486, 486,676 mills mills mills mills Is 486,676 i mills $ mills 1,049 mills $ mills $ Daytime phone: C 970) 506-8566 Title: Finance Manager Include one copy of this tax entity's completed form when filing the local government's brides; by Alarm 31st, per 29-) -)13 C.:.S., with the '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. lLevies must be rounded to tree decimal places and revenue must be calculated from the total NET assesse lNNafion (Line 4 of Form D1 SI on the County Assessor's FINAL certification of valuation). Page i of 4 38 DIG 70 (Rev.G/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, (324-4693 C.RI 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 MIL LEVY FOR EACH BOND OR CONTRACT: BONDS': 1 Purpose of Issue: Series: Date of Issue: Coupon Rate: Maturity Date: Levy: Revenue: 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 r -t N/A SIGINGIferh 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 af4 39 DLG 70 (Rov,6/16) Notes A Taxing Entity A jurisdiction authorized by law to impose ad valorem property taxes on taxable property located within its territorial limits (please see notes B, C, and II below), For poses of the DLG 10 only, a taxr x, entity is also a geographic areaformerly located within a taxing entity 's boundaries for which the county assessor certifies a valuation. for assessment and which is responsible for payment of its share until retirement of financial obligations - incurred by the taxing entity when the area was part of the taxing entity. For example: an � arca of excluded property formerly within a special district with outstanding general obligation debt at the time of the exclusion or the area located within the former boundaries of a dissolved district whose outstanding general obligation debt service is administered by another local governments, D Governing Body --The board of county commissioners, the city council, the board of trustees, the board of directors, or the board of any other entity that is responsible for the certification of the taxing entity's mill levy. For example: the hoard of county commissioners is the governing board ex officio of a county public improvement district (PD); the board of a water and sanitation district constitutes ox officio the board of directors of the water subdistrict, c Local Government # For purposes of this line on Page l ofthe DLO 70, the local government is the political subdivision under whose authority and within whose boundaries the taxing entity was created. The local government is authorized to levy property taxes on behalf of the taxing entity. For example, for the purposes of this form: 1. a municipality is both the local government and the taxing entity when levying its own levy for its entire judsdietion; 2. a city is the local government when levying a tax on behalf of a business improvement district (BID) taxing entity which it created and whose city council is the BBD board; a fire district is the local government if it created a subdistrict, the taxing entity, on whose behalf the fire district levies property taxes. 4. a town is the local government when it provides the service for a dissolved water district and the town board serves as the board of a dissolved water district, the taxing entity, for the purpose of certifying a levy for the annual debt service on outstanding obligations. D GROSS Assessed Value .1 There will be a difference between gross assessed valuation and net assessed valuation reported by the county assessor only if there is a "tax increment financing" entity (see below), such as a downtown developmentauthority or an urban renewal authority, within the boundajcs of the taxing entity, .1 he board of county commissioners certifies each taxing entity's total mills upon the raring entity '53 Gross Assessed Value found on Line 2 ofFennDLO 57, r Certification of Valuation by County Assessor, Form DLG 57 - The county asscssar(s) uses this form (or one similar) to provide valuation for assessment information to a taxing entity. The county assessor must provide this certification no later than August 25'h each year and may amend it, one time, prior to December l o` . lair entity must use the FINAL valuation provided by assessor when certifying a tax levy, TIE .Area --A downtown development. authority (ODA) or urban renewal authority (LIRA), may form plan areas that use "tax increment financing" to derive revenue from increases in assessed valuation (gross minus net, Form DLO 57 Line 3) attributed to the activities/improvements within the plan area. The DDA or URA receives the differential revenue of each overlapping taxing entity's mill levy applied against the taxing en fly's gross assessed value after subtracting the taxing entity's revenues derived from its mill levy applied against the net assessed value. o NET Assessed Value —The total taxable assessed valuation from which the taxing entity will derive revenues for its uses, It is found on Line 4 of Form DLG 57. Please Note: A downtown development authority (DDA) may be both a taxing entity and have also created its own TIE area and/or have a URA TI? Area within the LTA's A's boundaries. As a result DDAs may both receive operating revenue from their levy applied to their certified NET assessed value and also receive TIF revenue generated by any tax entity levies overlapping the DDA's TIFAriea, including the DMA's own operating levy. Page 3 cif 40 DLO' (Rev,6t16) " General Operating Expenses (DLG 70 Page 1 Line 1) .The levy and accompanying revenue reported on Line 1 is for general operations and includes, hi aggregate, all levies for and revenues raised by a taxing entity for purposes not Lawfully exempted and detailed in, Lines 3 through 7 on Page 1 of the DLG 70. For example: a fire pension levy is included in general operating expenses, unless the pension is voter -approved, if voter -approved, use Line 7 (Other). Temporary Tax Credit for Operations (DLG 70 Page 1 Line 2) The Temporary General Property Tax Credit/ Temporary Mill Levy Rate Reduction of 39-1-111.5, ,R.S, may be applied to the taxing entity's levy for general operations to effect refunds. Temporary Tax Credits(Two are not applicable to other types of levies (non -general operations) certified on this form because these levies are adjusted from year to year as specified by the provisions of any contract or schedule of payments established for the payment of any obligation incurred by the taxing entity per 29-1-301(1,7), C.R,S,, or they are certified as authorized at election per 29-1-302(2)(b), ,R. S. General Obligation Bonds and Interest(DLG 70 Page 1 Line 3) Enter, on this line the total levy required to pay the annual debt service of all general obligation bonds. Per 29-1-301(1.7) C.R.S., the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. Title 32, Article 1 Special districts and subdistricts must complete Page 2 of the DLG 70, it Contractual Obligation (DLO 70 Page 1 Line 4) —If repayment of a contractual obligation with property tax has been approved at election and it is not a general obligation bond (shown on Line 3), the mill levy is entered on this line. Per 29-1-301(13) C4 RI S,, the amount of revenue levied for this purpose cannot be greater than the amount of revenue required for such purpose as specified by the provisions of any contract or schedule of payments. L Capital Expenditures (DLG 70 Page 1 Line 5) —These revenues are not subject to the statutory property tax revenue limit if they are approved by counties arid municipalities theourh public hearings pursuant to 2ga.l- 301(1.) C, , S. and for special districts through approval from the Division of LocalGovernment pursuant to 29- 1402(1,5)C.R.S. or for any taxing entity if poroved at election. Only levies approved by these methods should be entered on Line 5. M Refunds/Abatements (DLG 70 Page 1 Line 6) The county assessor reports on the Certification of Valuation (DLO 57 Line 11) the amount of revenue front property tax that the local government did not receive in the prior year because taxpayers were given refunds for taxes they had paid or they were given abatements for taxes originally charged to them due to errors made in their property valuation. The local government was due the tax revenue and would have collected it through an adjusted mill levy if the valuation errors had not occurred. Since the government was due the revenue, it may levy, in the subsequent year, a mill to collect the refund/abatement revenue. An abatement/refund mill levy may generate revenues up to, but not exceeding, the refund abatement amount from Form DLG 57 Line 11, L Please Note: Pursuant to Article X, Section 3 of the Colorado Constitution, if the taxing e g t , is in more than one county as,with all l v'ie jhccab tempit Ievy must be uniform throughout the entity's boundaries and certified the same to each county. To calculate the abatement/refund levy for a taxing entity that is located in more than one county, first total the abatement/refund amounts reported by each county assessor, then divide by the taxing entity's total net assessed value, then multiply by 1,000 and round down to the nearest three decimals to prevent levying for more revenue than was abated/refunded, This results in an abatement/refund mill levy that will be uniformly certified to all of the counties in which the taxing entity is located even though the abatement/refund did not occur in all the counties. Other (DLG 70 Page 1 Line 7) --Report other levies and revenue not subject to 29-1-301 C.RSS. that were not reported above. For example: a levy for the purposes of television relay or translator facilities as specified in sections 29-7-101, 297-l02, and 29 Pg7i- 1 O5 and 31,1.'1005 (1) (a), .I, S .; a voter -approved fire pension levy; a levy for special purposes such as developmental disabilities, open space, etc, Paco 4 014 41 DLG 70 (Rcv. +I6) LEASE -PURCHASE SUPPLEMENTAL SCHEDULE TO THE ADOPTED BUDGET (29-1-103(3)(D), C .RS. BUDGET YEAR 2018 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 LEA E•P'U HA E AGREEMENTS: Description of real Property Lease -Purchase: Lease of Library Facilities: Year Amount Fan+ Library, 1939 1St Avenue, Greeley, CO. 80634 August 31, 2010 Refunding April 1, 2001 Total amount to be expended for all Real Property Lease•Purehase Agreements in Budget Year. 2018 1,108,750 Total maximum payment liability for all Real Property Lease Purchase Agreements over the entire terms of all such agreements, including all optional renewal terms: $ 2,221,150 IL ALL LEASE -PURCHASE Ai.,',REEME T NOT INVOLVING REAL PROPERTY Description of Lease -Purchase Item(s): Description of LeasetPurehase Agreements)*_. Year Total amount to be expended for all Non -Real Property Lease Purchase Agreements in Budget Year: 20 Total maximum payment liability for all Non -Real Property Lease Purchase Agreements over the entire terms of all such Agreements, including all optional renewal terms: 42 S Bunt 2018 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 (DIP). 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 CEP, projects need to meet one of the following criteria: • Construction of a new District asset or expansion of an existing District -owned facilUty, 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 �� rehabilitation of /S .w existing �M�\�Mi lam` sa* ■ 1rti w � facility a that requires ��us i s� o r ehabiliitation an DistI ict-o1IYned 1acillty i equii es 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 en their assessment of needs. The 2018 - 2022 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 2018 through 2022 totals approximately $14,9 million. The major budgeted expenditures for 2018 are remodeling and adding additional square footage to the library, and expanding the existing parking lot at Erie Community Library, remodeling the Carbon Val[ey Library, seeking a permanent location for the Lincoln Park Library, seeking a new location and expanding the size of the Kersey Library, and expansion of the DSS building, Funding will be from 2018 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 2016 recommended budget, Projects included in the subsequent years (2019-2022) 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 POT goals and policies change. Thus, it is important for the reader to understand that the District's SOT is not committing funds for any projects beyond the 2018 year. Capital Improvement Program Locationittem Description 2019 2019 2020 2021 l 2022 ' t.a. 1, i'li � ! 1 , a _ MI . -- f f F ¢ Remodel $ 750,000 Rsair/Reseal/Repaint parking lot $ 11,000 BCP-1 and 2 boiler circulating In line pumps $ 12,000 = Total I 7610,0 12,000 I$ entenniel Park Library t _ RTU 4 and RTU 5 $ 24,000 Condensing Unit 1 and 2 $ 8,000 _ DHW 1 and bH w P 1 - hot water heater and recirculation pump r $ 14,004 Insulate exposed ductwork on roof I $ 61,000 Repair/Reseal/Repaint parking lot $ 11,000 - P-2 Hot water system pump $ 15,000 I _ Total $� _ $ - $ 107,000 $ 11,000 16,000 ,�,;;''�� 11,,��!r+ _ sinalt New Tech Eqpt (Computer, Phone, Server...) I $ 30,000 $ 30,000 I 30,000 $ 30,000 Repair, replacement & new equipment $ 70,000 Repair, replacement & new equipment Collection Resources I $ .50,000 Galeton Project - Collection Resources $ 10,000 ' . Galeton Project - IT $ 10,000 Building expansion Centralized collection storage, garage space) $ 650000 Carpet replacement $ 50.1000 DH P-1 Domestic hot water recirculation pump $ 2,000 CU1 Condensing Unit _ $ MOO Repair/Reseal/Repaint parking $ 11,000 Y _ Insurance deductible expenditures $ 250,000 Special projects (Facilit1es) * $ 10000 i $ 10,000 $ 10,000 $ 10,000 Special projects (IT) _ $� 50,000 , $ 50,000 _ $50,000 $ 50,000 $ 50.000 Total 5 1,290,000 $ 140,000 $ 103,000 $ 96,000 $ 90,000 Erie Community Library _ -Ani Remodel/Addition/Parking lot a nsign and repair $ 3,025,000 _ BCP-1 and 2 Boiler circulating in line pump $ 8,040 H P-1 and 2 Heating coil inline rye pump $ 4,000 ATU-1 and $ 474,024 _ _ Total $ 3,025)000 $ - $ 12,000 S - $ 474,024 Replace RTUs $ 254.000 Automatic faucets $ 8M00 • Repair/Reseal/Repaint parking lot $ 11,000 i DHW1 and DHWP1 - hot water heater and recirculation pump $ 14,000 CU1 Condensing Unit $ 4,000 - - - RTU 1, RTU , RTU4, and RTU5 _ $ 206,000 Total $ 262,000 5 11,000 $ 18,000 $' $ 206,000 I - - - Kersey Library Construct New Library _ _ $ .00,CD0 Total $ 400,00.0 $ -- Lincoln Part' Wry Construct New Library $ 2,000,000 5,000,000 Carpeting and Paint $ 29,350 - Total $ 2,029,350 $ 5,000,000 'Outreach Services Outreach Vehicles $ 80 0, 000 Total I S 800,000 $ - $ - _ Grand Total $ 8,567,350 $ 5,151,000 _f $ 252,000 $ 109,000 I $ 788.024 I - I 45 Capital Improvement Program = YT H Equip/furniture > $5k, Outreach Vehicles $ 800000 _ Sub total $ 800,000 New Computers & Other Technology: i IT p jecte $ 50,000 leton _e Protect, $ 20•1000 1 Repair, replacement & new equipment $ 70,000 I Repair, replacement & new equi 3rnent Collection Resources I $ 50.000s - Sub total $ 190,000 Capital Improvements: Kersey Library ponstPJCI new library $ 400,000 Erie a pansi on and remodel $ 3,025,000 Carbon Valle remodel $ 750,000 . Farr - RTU re.Iacement $ 2511,000 Lincoln Park $ 2,000,000 _ Lincoln ?ark i carpetinifand_paint $ 28.850 - Farr - automatic faucets $ 8,000 _ Insurance deductible expenditures $ 250,000 - DSS building exaana on for stcr i.e $ 850,000 Carbon V'aile9epaIr/Aesea�FtepaInt art i:ng lot $ 11,000 j _ Sub total ,z $ 7,577,850 Total Capital outlay $ 5,587,350 Equip/furniture > $5k $ 800,000 New Computers & Other Technology $ 100,000 Capital Improvements I� $ �s,��S�4JV - - $ 8456 i .350 Equip/furniture in > $5k _ sa ■New Computers & Other Technology Capital Improvements �.. I I * 2018 Department Budgets 01-xx -50-01 Board of Trustees Expense Account A tua k I u et 2016 1 6130.17 I 2017 6220 6 Minor Equipment/Furniture 45k 6221 • E -book Readers 5236 • Janitorial supplies 6249 • Operatin9 supplies 6250 • Bib Processing u pplie 6310 i Postage 6320 6 Printing 6340 • Memberships 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 Phones 6369 • Disposal Services 6379 • Professional Contracts u _ 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 f Repair maint. - office equipment �p�aked 2018 Planner 2019 72 J 59 225 600 600 600 6387 • Repair, maint., replacement/ computer 6388 • Repair maint. - en -line computer 6389 Repair maint. - other equipment 6394 • Travel and Mileage 6396 • Meetings 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 5520 • _ Equipment Rentals - 266 351 123 52 50011,000 1,080 1,280 1,000 1,000 1,000 1,380 1,000 6940 • Improvement to Buildings _ 6952 • Equip/furniture-over $5000 6954 • New Computers & _ other technology Total 914 234 3,180 3,880 J 3,980 48 01-xxxx-50-02 Executive Director Actual I YID Budget I Adopted I Planned Expense Account 2016 15130117 2017 2018 2019 6220 I finor E 45k 150 ,utpment/Furniture 6221 • E -book Readers M 6236 • Janitorial supplies 6249 • Operating supplies 158 6250 • Bib Processing Supplies 6310 • Postage 6320 • Printing ;5840 • Memberships 884 359 360 360 6345 • Public Relations 8858 • Programs Y 6362 • Electric 6364 • Water and sewer 8855 • Natural gas 6367 P Phones 6369 • Disposal Services 1 6379 ' Professional Contracts 8880 • 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 5389 • Repair ma&nt. - other equipment 8894 • Travel and Mileage 968 15 1,000 1,500 2,000 _ 6396 • Meetings 469 600 600 a 600 8897. Out -of -House Training & Conferencesi 59 300 300 4 300 6480 • Software 6495 • Other E enae 6510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 » Equip/furniture-over $5000 6954 • New Computers 8 other technology Total 25380 1 207 � 259 2 760 a 8 41 a 0 49 O1-xxx -5O-03 Associate Directors Expense Account eiga 6220 • Minor Equipment/Furniture 45k 6236 Janitorial supplies 6249 I Operating supplies 5250 4 Bib Processing Supplies 6310 • Postage 6320 • Printing 6340 • Memberships ips 6345 • Public Relations 6358 F Prc ra:rns 6362 6 Electric 6364 4 Water and sewer 6365 i Natural gas 6367 • Phones 6369 • Disposal Services Actual 2016 TD 6/3017 Budget 2017 2,224 100 4,032 186 360 225 450 Adopted SA8 Planned L O19 50 100 75 225 450 450 6379 k 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 1 Repair maint. - can -lire computer 6389 * Repair maint. - other equipment 6394 • Travel and Mileage 6396 • Meetings 6397 Out -of -House Training & Conferences 6480 • Software 6495 Other Expense _ 5510 • Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 , Equip/furniture-over $5000 6954 • New Computers & other technology Total a a 746 I 687 668 225 1,163 j 1 335 75 75 11500 5,000 5,138 3,097 1,668 50 3313 7,185 01- x-10-00 Centennial Park Mt I r Actual YID Budget Adopted Planned Expense Account 2016 MOM 7 2017 2018 2019 6220 • Minor Equipment/Furniture 45k 3,083 1,287 6,000 6,000 6_,100 6221 • E -book Readers y 4 _ 6236 • Janitorial supplies 6249 • Operating supplies 14,291 5,288 18,000 18,000 18,000 6250 • Bib Processing Supplies a 6310 • Postage 95 153 352 352 352 6320 • Printing 6340 } Memberships 150 150 500 j 500 500 6345 • Public Relations 6358 • Programs 6362 • Electric 36,427 10,578 37,662 39,320 41,286 6364 • Water and sewer 3,237 984 2,786 2,880 2,996 6365 • Natural gas a 2,782 1,575 3,643 9 » 3,753 3,903 6367 • Phones w 6369 • Disposal Services 3,237 1,100 3,558 3,646 3,792 6379 + Professional Contracts a 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair maint. iw vehicles 6385 • Repair maintop - office equipment 500 500 500 6387 ! Repair, mint., replacement/ computer I I 6388 • Repair maint. - on-line computer 6389 • Repair rnaint. - other equipment 495 495 1,000 - - 6 94 • Travel and Mileage - 644 407 ' 999 999 1,998 6395 • In -House Training v 6396 • Meetings 102 34 240 240 a _240 6397 4 Out -of -House Training & Conferences 6480 • Software 6495 - Other Expense 6510 • Insurance 6520 - Equipment Rentals 6952 • Equip/furniture-mover $5000 j 5,000 ; - 6954 • New omputers & OtherTechnelc 6980 - Capital improvements P Total 64,543 28,051 80,240 76,190 ' 79,667 51 01- xxx-15-00 Farr Expense Account 6220 • Minor Equipment/Furniture 45K 6236 • Janitorial supplies 6249 • Operating supplies 6250 $ Bib Processing supplies 6310 $ Postage 6320 4 Printing 6340 • Memberships 6345 4 Public Relations 0000 4' r i'ogrurus Actual 2016 3,613 o MOM 7 Budget 2017 Adopted 2018 10 2,450 5,520 Planned 2019 5,000 10,548 6362 • Electric 6364 6 Water and sewer 6365 i Natural gas 6367 d Phones 63G9 • Disposal Services 6379 • Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building _ 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment - 62 5,065 13,500 11,430 150 100 13,500 100 100 50 55,227 12,334 5,909 3,583 6387 • Repair* maint., _ replacement / computer 6388 • Repair maint. •• on-line computer 6389 • Repair maintR - other equipment 6394 d Travel and Mileage _ 6396 • Meetings 6397 + Out -of -House Training $ Conference, 6480 • Software 6495 • Other Expense 6510 4 Insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings _ 6952 • Equip/furniture-over $5000 6954 New Computers & Other Technology 6980 - Capital improvements 1,333 232 3,400 925 24,479 2,313 3,756 1,460 516 300 250 Y 250 53,696 9,662 10,656 56,144 9,884 10,919 58,951 10,279 11,356 3,805 1,160 3,923 1,160 • 4,080 1,160 (128) 81 • - R. 14,900 13,100 522 52? 300 200 14,000 522 200 37,762 Total 134,900 52 37,750 111,101 , 113,152 119,398 01-x xx- 0-O0 Carbon Valley ribs...Actual E Cp ccou t 016 6/ 0 17 Budget 2017 Adopted 2018 '1anr�r 2019 6220 • Minor Equipment/Furniture 45k I 49,387 698 13,338 12,200 6221 • & ook Readers 6224 - CVRL Foundation Purchases 6236 • Janitorial supplies 6249 • Operatirjg supplies 15,077 4,170 14220 15,870 14,920 6250 P Bib Processing Supplies 8310 4 Postage . 100 a - 100 6320 • Printinc 6340 • Memberships 374 100 630 650 400 6345 • Public Relations 6358 • Programs 6362 ; Electric 40,261 15,603 40,948 42,505 44,631 6364 • Water and sewer 4,150 1,774 , 2,752 2,922 3,039 6365 • Natural gas 5,691 , 3,469 6,844 7,087 7,370 6367 • Phones 6369 • Drspsai Services 5,860 2,899 5,725 5,957 6,195 _ 6379 • Professional Contracts 10,072 10,072 10,372 12,900 12,000 6380 • Gasoline, Motor Oil, Lubricants - e _ F 6382 • Repair maint. - building 6384 • Repair maint. - vehicles 6385 • Repair maint. - office equipment 6387 * Repair, 'mint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • R air maint. - other equipment 5,000 8,000 r . o - 6394 P Travel and Mileage 3,891 1,252 2,300 2,588 2,588 6396 • Meetings 521 260 260 760 6397 • Out -of -House Training & Conferences 6480 I Software 6495 • Other Expense 6510 • Insurance R 6520 , Equipment Rentals a 6940 • Improvement to Ruildin s 6952 • Equip/furniture-over $5000 6954 • New computers & other technology - 6980 - Capital improvements . 6986 - Opening Day Collection 1 M Total 135,288 40,037 I 102,183 102,739 97,003 53 O1-xx -30-00 Lincoln Park AtuaJ Ylir Budget ted Planned Expense Account 2016 6/30/17 2017 2018 2019 I 6220 • Minor Equipment/Furniture 45k 6,327 638 5!058 12,132 555 6221 • E-boek Readers 1 6236 • Janitorial supplies 6249 • Operating supplies 12,329 4,711 12,000 12,000 13,000 6250 • Bib Processing plies 6310 Postage 117 142 142 152 _. 6320 I Printing 6340 • _ Memberships 100 100 250 ' 250 250 6345 • Public Relations 6358 • Programs 6362 • Electric 16,552 2,879 ' 12,035 12,323 12,939 6364 • Water and sewer 900 326 667 698 726 F - 5 55 • Natural gas 1,081 994 1,132 1,216 1,264 6367 • Phones 6369 • Disposal Services 1,515 1,200 416 531 552 6379 • Professional Contracts 22,861 20,428 19,760 48,996 I 53,828 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building - 6384 • Repair paint. - vehicles ' 6385 • Repair maint. - office equipment I L000 2,80 6387 • Repair, maint., replacement / computer .�: 6388 • Repair maint. - en -line computer 6389 • Repair maint. - other equipment 6394 • Travel and Mileage 736 396 447 44 522 6396 • Meetings 365 86 ' 290 300 360 6397. Out -of -House Training &Conferences 6480 • Software e 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 7 A p 5530 - Lease / Rent Expense 49,560 49,560 49,560 6952 • Equip/furniture-over $5000 6954 • New computers and other technology i i 6980 - Capital improvements Total 63,181 31,758 103,757 141,388 139,989 54 01 a xxxx40-00 Outreach Actual YID Budget Adopted _Planned Ex p �'1 Account. r /17 1 6220 • Minor Equipment/Furniture 45k 3,488 700 1,000 5,000 5,000 6236 • Janitorial supplies 6249 • Operating supplies 2,666 831 3,555 7,555 7,855 6250 + Bib Processing Supplies 6310 ; Postage 101 12 250 250 250 6320 • Printing '6340 • Memberships 177 400 800 800 6345 • Public Relations 6 356 • Programs 6362 • Electric u 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6360 • Disposal Services 6379 • Professional Contracts 13,655 9,643 15,000 25,55.E 35,647 r 6380 • Gasoline, Motor Oil, Lubricants 4,399 2,102 8,000 16,000 16,000 6382 • Repair maint. -• building 6364 • Repair maint. f vehicles 7,839 6,565 19,000 34,000 28,000 6385 • Repair maint - office eQuipment 200 200 200 6387 • Repair, maint., replacement/ computer 6388 $ Repair maint, on-line computer 6580 • Repair maint. - other equiment 6394 • Trawl and Mileage 2,122663 L000 6,000 6,000 6396 • Meetings 186 46 200 300 300 6307. Out -of -House Training & Conferences 6410 • Books 6480 • Software 6495 ' Other Expense 6510 • Insurance 6520 • Equipment Rentals 6040 • Improvement to Buildings 6952 • Equip/furniture-over $5000 450,000 y 600,000 - a 6054 • New computers & other technology I 6980 - Capital improvements Total 34,653 20,862 498,605 8957960 100,052 55 O1-xxxx-71-OO Erie ' ctua f I u a Adopted ' Expanse Account 2016 6/30/17 2017 201 201 , 6220 • Minor Equipment /Furniture 45k 2,919 395 6,100 _ 5,800 5,700 6221 • E -book Readers 6236 • Janitorial supplies 6249 4 Operating supplies I 11,075 4,6B9 11,000 11,000 12,700 6250 • Bib Processing Supplies 6310 • Postage 15O 100 150 6320 • Printing 6340 • Memberships 385 50 395 305 395 6345 • Public Relations 6358 i Programs 6362 • Electric 26,108 12,948 26,808 28,103 29,508 6364 • Water and sewer 3,885 1,906 3,163 3,346 3,480 6365 • Natural gas 3,183 2,232 4,244 4,400 4,576 6367 • Phones • 6369 • Disposal Services 1,561 775 1,152 1,214 1,263 6379 • Professional Contracts 6380 ' Gasoline, Motor Oil, Lubricants 6382 • R Repair maint. - building 6384 • Repair maint. vehicles 6385 • Repair maint - office equipment ' 6387 • Repair, maint., replacement / computer 6333 • Repair rnaint. - on-line computer 6389 R!pair maint. It other equipment ' 6394 ; Travel and Mileage 3,811 " 1,093 2,550 2,750 5,100 l' 6396 • Meetings 281 416 475 700 475 6397. Out -of -House Training & Conferences 6480 4 Software y 6495. Other Expense 6510 • Insurance 6520 • Equipment Rentals fl 6940 • Improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New computers & other technology 6980 - Capital improvements Total 53,208 24,504 56,037 57,718 I 63, 347 56 01-x x-7 -OO Kersey Libra —5-irt • Actual Budget TdoPtFanne Expense Account 2016 6130/17 2017 2018 2019 6220 • Minor Equipment/Furniture 45k 340 5,400 5,400 1!000 6221 • E -book Readers ,6236 • Janitorial supplies 6249 • Operating supplies 2,616 114 3,400 3,400 4,325 6250 ; Bib Processing Supplies 6310 • Postage _,. 89 104 i 104 105 6320 • Printing 6340 • Memberships 100 100 100 6345 • Public Relations 6358r • Programs I 8362 • Electric I 6364 • Water and sewer s 6365 • Natural gas 6367 I Phones 6369 t Disposal Services 30 30 31 6379 • Professional Contracts 6360 • Gasoline, Motor O0, Lubricants 63S2 • Repair maint, building 94 6384 • Repair paint. - vehicles H� 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 +6394 • Travel and Mileage 448 448 224 6396 • Meetings 230 230 230 6397 • Out -of -House Training &Conferences 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6530 • Lease / Rental expense 15,600 15,600 15,600 6952 i Equip/furniture-over $5000 6954 • New computers and other technology_ 6980 - Capital improvements Total 3,056 203 25,512 25,512 1,81 57 O1 -x xa73-00► Riverside Library & Cultural Center Actual D Budget Adopted I Planned Expense Account 2016 6130/17 2017 2018 2019 in -6220 • Minor Equipment/Rurniture4 k 3,691 1,207 6,850 6,860 5,500 6236 • Janitorial supplies ' 8249 . Operating supplies 10,671 Z873 12,200 ; 12,200 12,050 6250 . Bib Processing Supplies ' 6310 • Postage I 40 28 I 134 134 135 6320 • Printing 6340 • M emberships e rs h i p 1 61 400 400 400 6345 • Public Relations 6358 4 Programs 6362 • Electric 16,490 3,037 14,327 15,074 15,828 6364 • Water and sewer 4,595 748 6,529 6,680 6,947 6365 • Natural Gas 4,072 1,195 6,352 6,469 6,727 6367 • Phones 6369 a Disposal Services 15594 608 1,812 1,934 2,011 6379 • Professional Contracts 25,792 6380 • Gasoline, Motor Oil!, Lubricants . 6382 I Repair rnaint. - building 6384 • Repair maint. _ - bookmobile 6385 • Repair maint. - office equipment L 400 400 400 . 6387 & Repair maint. - computer uter II 1 . 6388 • Repair maint. on-line computer 6389 7 Repair maint. - other equipment e 6394 • Travel and Mileage 1,496 490 1,102 1,102 3,054 6395 - In House Training 6396 1 Meetings 67 36 448 448 344 6397 I Out of House Training & Conferences i 6410 - Books 6480 • Software 6495 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 6952 • Equip/furniture-ever $5000 6954 • New computers and other technology 6980 - Capital Improvements _ . � Total 43,029 10,286 501554 51,691 79,188 58 01- € xx-5th-51 Administration 4- Expense Account Actual 2016 YID 6/30/17 u 2017 get opte 2018 Anne 2019 6136 - Workers' Compensation 82,458 7,574 75,000 80,000 85,000 6205 - Bank Service Charges 6220 • Minor Equipment /Furniture 45k 2,560 f 4,4+08 1,000 1,000 1,00+0 6236 I Janitorial supplies 6249 • Operating supplies 2,813 3,027 8,500 5,500 I 5,500 250 - Bib Processing Supplies 6310 • Postage 69 28 300 300 300 6320 • Printing 6340 • Memberships 399 6362 • Electric _ 20,14. 0 9,228 18,760 19,683 20.667 6354 • Water and sewer 4,843 1,662 3,867 4,027 4,188 - 6365 • Natural gas 3,063 1,722 , 4,489 4,610 4,794 8387 • Phones 199 6369 • Disposal Services 5,642 3,189 6,486 7,003 7,283 5378 - High Plains RLSS Courier 5379 • Professional Contracts I 109,187 75,307 36,000 36,000 36,000 6380 • Gasoline, Motor Oil, Lubricants ' 6382 • Repair maint. fil building - - r 6384 • Repair maint. - bookmobile 5385 • Repair maint. - office equipment 6387 • Repair, maint., replacement / computer 6388 • Repair maint. - on-line computer 6389 6 Repair maint. - other equipment 6394 • Travel and Mileage 6395 - In -House Training 8396 • Meetings - 6397. Out -of -House Training & Conferences c398 -Treasurers fee 528,468 39 9, 647 ' 425,281 4337'877 442,463 6410 - Books 6425 - Periodicals 3,242 6480 a Software 6495 • Other expense 10 6510 • Insurance 59,537 51,135 61,829 70.000 80,000 6520 i Equipment Rentals 6530 • Lease / Rental expense ! 10 10 10 6952 - Equipment f furniture over $5,000 . 18,268 5954 • New Computers & other technology 70,000 6980 - Capital improvements '124,951 24,780 5985 - Lease debt service 9,867,286 45243 1,117,525 1,115,750 1,119,400 Total 10,837,945 626,948 1 1,759,047 1,847,870 11806,605 59 01-xxxx4.50-53 CommunityRelations and l arketin . - ' • . ctua u et Adopted Planned d Expense Account 1 2016 6/30/17 2017 2018 2019 6220 • Minor Equipment/Furniture 45k 1 700 700 800 6221 • E -book Readers 6236 • Janitorial supplies 6240. Operating supplies 19,897 1,025 23,350 22,850 27,800 6250 • Bib Processing upplias 6310 • Postage 265 113 200 • 200 300 ea -15,800 6320 • Printing 8,345 1,734 ' 1 600 17,900 6340 • Memberships 1,833 829 2,255 2,175 2,280 6346 • Public Relations 92262 10,444 ! 98,975 78,050 69,825 6358 • Programs 63,536 48,368 1 755000 75,000 7 79,000 6362 • Electric 6364 4 Water and sewer 6366 • Natural g gal 6367 • Phones 6360 w Disposal Services 1 a 6379 • Professional Contracts 28,273 10,298 40,900 51,900 47,400 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - buildin 6384 • Repair maint. bookmobile 6385 • Repair mint, - Office equipment 6387 • Repair,, main,., replacement / computer a . 6388 F Repair maint. qw on-line computer 6389 q Repair maint. - other equipment 6394 • Travel and Mileage 1,073 367 900 1,250 1 700 a 6396 4 Meetings 581 61 500 600 500 6397 • Out -of -House Training & Conferences 6460 • Software Y 6495 • Other Expense Y _ 6510 • Insurance 6520 • Equipment Rentals 6940 * Improvement to Buildings 6952 q Equip/furniture-over $6000 25,000 6987 - Construction - Graphics Total 216,065 9 76,239 263,660 251,4127 247,505 I 60 + 1- xx-50- ►4 - Information Technology Actual I U getAdopted Thnn Expense Account 2016 6/30/17 2017 2018 2019 6220 • Minor Equipment/Furniture 45k 1,873 144 1,250 1,250 I 1,250 6240 - Supplies Resale - Flash Drives 6249 F Operating supplies 4,080 1,199 2,200 2,200 2,200 6250 3 Bib Processing Supplies 6310 • Postage 14 10O , 100 100 6320 • Printing 6340 • Memberships 689 789 830 830 830 6345 • Public Relations I 6358 • Programs la 6362 ' Electric 6364 • Water and sewer 6365 • Natural gas - 6367 w Phones 220433 38,009 253,542 223,211 223,211 a 6369 • Disposal Services 368 142 250 250 6379 • Professional Contracts 54,044 5,560 a n 31,325 27,850 40,000 6330 • Gasoline, Motor Oil, Lubricants 6382 k Repair rnaint, a. building 6384 • Repair maint - bookmobile 6385 • Repair rain&. - office equipment l 134,736 51,399 155,300 145,577 1521_856 6387 4 Repair, maint,, replacement / compute. 371,689 100,915 250,650 276,125 391,375 6388 • Repair maint. - on-line computer 937159 (911) 98,088 176,895 176,895 i ,6389 • Repair maint. - other equipment 19,757 8,440 15,000 15,000 15,000 6394 F Travel and Mileage 2,871 1,.3331 3,575 3,575 3,000 6395 - In -House Training , 6396 • Meetings 37 _ 150 , 150 150 6397 • Out -of House Training & Conferences 175 6480 • Software 210,715 103,553 a 286,456 267,887 267,887 H6495 * Other Expanse 6510 i Insurance 6520 • Equipment Rentals 6952 ! Equip/furniture-over $5000 6954 • New Computers & other technology 33,145 4,086 j 60,000 83,000 6980 ' Capital improvements 37,428 i 6985 ' Lease Total 1,185,413 314,356 1,099,216 5200,700 1,334,754 61 01- x -5Q-55 Human Resources ' °teal ¶udget , % �- Planne _� Expense Account 2016 6/30/17 2017 2018 2019 6220 • Minor Equipment/Furniture 445k 495 1,300 6221 • E -book Readers 6236 • Janitorial supplies - - 4 • Operating supplies l 1,380 2,391 3,676 1,313 1,313 6250 • Bib Processing S upplies 6310 • Postage 40 21 75 50 1 50 6320 • Printing_ 300 6340 • Memberships _ 5,934 199 414 6,414 6,414 _ j 6345 • Public Relations 10,508 (1,930) 9,400 ' 1 050 10,050 t 6358 • Programs I 104 6362 • Electric 6364 • Water and sewer - k . s 6365 • Natural gas 6367 • Phones 6369 • Disposal ervice 6379 • Professional Contracts 68,763 24,863 47,883 107,292 47,452 --ir 6380 i Gasoline, Motor Oil, Lubricants 6382 - Repair maint, - building ' 6384 • Repair maim. - bookmobile i I 6385 • Repair maint. - office equipment i ' 6387 • Repair, maint. , replacement / computer 6388 • Repair taint on-line computer 6389 • Repair maint. other equipment . • Y • 5393 - Tuition Reimbursement 15,079 18,892 151000 25,000 255000 6394 • Travel and Mileage 2,102, 986 1,400 1,400 I 3,250 6395 - In -House Training 132,480 17,606 ' 19,180 1 36,200 ,300 6396 • Meetings 3 1,000 1,000 1,200 6397. Out -of -House Conference & Meetings 50,285 13,852 41,000 31,000 40,000 - 6480 • Software 6495 I Other Expense . 6510 t Insurance 5520 • Equ tent Rentals 6940 • Improvement to Buildings x 695? • Equip/furniture-over $5000 Total 287,171 76,883 146,628 220,519 ' 158,829 62 01- -50-56 Finance -i Actua 11115 age op e anne Expense Account 2016 MO/ . 2017 201, 2019 6205 -Bank Bernice Charges 5,762 i 1,663 3,780 3,780 3,900 t6220 4 Minor Equipment/Furniture <$5k 400 689 6221 • E -book Readers 6236 4 Janitorial supplies 6248 k operating supplies 1,693 162 1,400 1,400 1,400 6250 • Bib Processing Supplies 6310 • Postage - 947 308 1,100 1,100 1,122 6320 • Printing 6340 • Memberships 1,096 340 970 1,000 1,000 _ 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 + Disposal Services 6379 • Professional Contracts 65,388 38,867 61,835 64,535 65,015 6380 • Gasoline, Motor Oil, Lubricants , 6382 • Repair maint.: building '6384 • Repair maint. bookmobile 6385 • Repair maint. - office equipment 6387 i Repair, maint., replacement / computer - 6 88 • Repair maint. - on-line computer 6389 6 Repair paint, - other equipment 6394 • Travel and Mileage 240 j 270 336 I 401 420 a 6396 • Meetings ngs 70 6397 • Out -of -House Training & Conferences 6480 • Software 6495 • Other Expense 8510 k Insurance i 65201 ET4pment Rentals 6940 • Improvement to Buildings i 6952 • Equip/furniture-over $5000 _ 6954 • New om uters & other technology Total 757196 41,610 1 69,821 72,905 72,857 63 O1- X -5O 57 Foundation YID- I Actual diet Adopted fPTanned Expense Account 2016 6130117 2017 2018 2019 6220 { Minor Equipment/Furniture 45k 6221 * E -book Readers 6236 • Janitorial supplies 6249. Operating supplies (2,076 280 2,500 I, 2,500 500 6250 • Bib Processing Supplies 6310 • Postage 580 28 500 500 6320 i Printing ! 852 2,000 2,000 2,000 6340 . Memberships 1,275 1,010 1,680 : 1,680 1,680 6345 • Public Relations 60 2,500 2,500 2,500 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 • Natural gas 6367 • Phones 6369 t Dis aesal Services 6379 ! Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint. - building 6384 • Repair mint. - bookmobile { I 6385 • Repair maint. office equipment 6387 b Repair, paint., replacement / computer 6388 • Repair maint. - on-line computer 6389 • Repair maint. other equipment 6394 ; Travel and Mileage 953 115 1 840 840 1,680 6395 a In -House Training I t ■ 6396 • Meetings _ 62 1,000 1,009 1,430 t _ 6397 • Out -of -House Training & Conferences 100 a 000 6480 * Software 6495 ! Other Ex nse 250 250 250 6510 * insurance 6520 • Equipment Rentals 6940 • Improvement to Buildings 6952 4 Equip/furniture-over $5000 6954 • New Computers & other technology Total ' 1,706 I 1,533 11,270 13,270 10,340 64 - 01-xx x-80-88 Facilities Services Expense Account ctua 2016 6/30/17 Usget 2017 a •op,.,,.� 2018 ,� !'n 2019 6220 • Minor Equipment/Furniture 45k 1,000 1,000 1,800 6221 • E -book Readers 6236 P Janitorial supplies 44,461 17,670 49,000 49,000 49,000 6249 • Operating supplies 6250 F Bib Processing Supplies 6310 6 Postage 8820 • Printing _ 6340 a Memberships 359' 500 500 500 6345 • Public Relations 6358 • Programs 18 6362 - Electric 6364 4 Water and sewer 6365 • Natural gas 6367 + Phones 0800 • Disposal Services 202 8870 • Professional Contracts 334,188 144,727 288,000 343,300 339,800 6380 • Gasoline, Motor Oil, Lubricants 2,036 766 2,800 2,500 2,800 6382 • Repair maint. - building 221,877 64,002 185,000 219,172 196,400 8384 - Repair maint. - vehicles 1,208 44 2,500 2,500 2,500 6388 • Repair maint. - office equipment 36 0887 • Repair, maint., replacement 1 computer 6388 • Repair maint. - on-line computer 6389 • Repair paint, - other equipment 1 6394 4 Travel and Mileage 8,545 1,604 8,000 6,000 6,000 6396 • Meetings 6397 • Out -of -House Training & Conferences 6480 • Software I 8408 • Other Expense 6510 • Insurance 6520 • Equipment Rentals 1,000 1,000 1,000 6940 • Improvement to Buildings 18,800 L 8082 a Equip/furniture-over $5000 6954 • New Computers & other technology a 5,478 9,600 5,427,000 7,577,350 8,071,000 6980 • Capital Improvements I Total , 633,521 238,772 5,930,400 8,202,322 8,870,500 65 01- Xa50a59 Collection Resources - ctua u get Adopted Planned Expense Account 2016 6/30117 2017 2018 I 2019 6220 • Minor Equipment/Furniture 45k 4,271 3,500 3,500 3,500 6221 • E -book Readers 6236 • Janitorial supplies 6249 ; Operating supplies 15,293 2,601 I 13,300 1 12,800 12,800 6250 ° Bib Processing Supplies 153,894 79,346 234,136 4_ 205,636 205,636 6810• Postage _ 29,407 10,224 38,200 li 33,950 34,025 6320 • Printing 6840 • Memberships 225 500 500 500 - 6846 * Public Relations 6888 . Programs ,6862 • Electric 6364 • Water and sewer 6365 - Natural gas 6867 • Phones 6369 • Disposal Services I 6379 • Professional contracts 314,882 207,688 427,767 433,602 440,602 6880 • Gasoline, Motor Oil, Lubricants 6882 • Repair maint - building I 6384 - Repair maint. - bookmobile 6385 • Repair maint. - office equipment 0 6887 • Repair, maint, replacement / computer 6888 t Repair ,vain,, - on-line computer 6389 • Repair maint. w other equipment 6394 • Travel and Mileage C 8,784 2,926 9,775 9,400 9,400 6396 • Meetings 321 91 500 500 500 6397 • Out -of -House Training & Conferences 6410 - Book 678,327 230,991 584,000 598,000 585,000 • 6425 - Newspapers Periodicals 4z128 23,141 8 000 [6 4 5 46,500 4 6480 - Ebooks _ 188,453 72,402 160,000 100,000 ! 100,000 6460 - Compact Discs 48,862 16,685 48,000 45,000 45,000 6480 • Software 6400 - D' b/Blu Pay 207,993 a 80 236 � � 176 000 175,000 17,8,000 6495 • Other Epe n e 1 6496 - Electronic resources 445,918 166,095 ' 888 , 666 , 484,000 464,000 6600 . Platform Fees 36,707 6,712 ' 18,700 18,850 25,350 6610 • Insurance 660 • Equipment Rentals ' T 6840 • improvement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology 220,669 29,867 75,366 60,000 6986 - Opening Day Collection Teal ; 2,387,859 , 908,175 2,210,744 2,226,788 1 2,167,313 66 01- xx-50►-55 Virtual Library Actual YTD Budget Adopte anne Expense Accour . - 2016 I1?O/1L. 2017 2018 2019 6220 • Minor Equipment/Furniture 45k 2,000 6221 • Eabook Readers 6236 • Janitorial supplies 6249 • Operating u lies 2,172 420 3,500 6250 • Bib Processing Supplies 9 F 6310 • Postage 6320 • Printing 6340 • Memberships 6345 • Public Relations 6358 • Programs 6362 • Electric 6364 • Water and sewer 6365 * Natural gas 6367 • Phones 6369 a Disposal Services 6379 * Professional Contracts 6380 • Gasoline, Motor Oil, Lubricants 6382 • Repair maint - building. 6384 • Repair meint a bookmobile 6385 # Repair maint. - office equipment • 6367 • Repair, maint., replacement / computer 1 6368 • Repair maint. - on-line computer 6389 • Repair maint, other equipment 6394 • Travel and MkNe 366 7 325 6396 • Meetings 35 29 100 6397 • Out -of -Rouse Training & Conferences 6495 i Other Expense 6510 • Insurance 6520 • Equipment Rentals 6940 I Improvement ement to Buildings 6952 • Equip/furniture-over $5000 6954 • New Computers & other technology Tota 2,573 ---ter- 456 -- 6,225 - - - - - 67 2015 Budget String Coding iudget Stringy coding - Numeric Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting: Fund no- Dull Definitions: Expense, Locator. Department Project ■ ■ i fir 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: 014s6220-50.-51 O 1 =Gec.erat Fund 6220=Minor Equipment 50 —District Support Services 51=Aden inistration Example Two: 01-62494410w00 { I:=General Fund 6249=Operating Supplies 1 O=Centennial Park 00=No Department Example Three*: 01-63 58 1 Om6otl41 O01 01=General Fund 63 5 8 Prograuns 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, 69 Schedule o' Budget C odes Fund S a. n DI _ I Location Codes la) Department Dii- 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 �0 Johnstown (Glenn A. Jones) 95 Platteville 00 High Plains Library District - LI El El 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 Proga ulTrojessional Co nx r ct /Project _ Codes Programs 1010 1015 1020 1030 1071 1072 1073 8001 Centennial Park Farr Carbon Valley Lincoln Park Erie Kersey Riverside Library & Cultural Center Outreach Projects 2012 2013 2014 3513 8501 Riverside Library & Cultural C.v. Lincoln Park Energy Performance Interlibrary Loan system Spell Grant 70 Professional Contracts 5010 5015 5020 5030 5071 5072 5073 8002 Centennial Park Farr arbon Valley Lincoln Park Erie Kersey Riverside Library & Cultural Ctr, Outreach 6000 Tax Distribution to Member Libraries 8010 Contingency / An amount budgeted for expenditures that cannot be foreseen and planned for in the budget process because of an occurrence of an unusual or extraordinary event. 6105 Third Party Health Insurance Payment I Insurance payment for COBRA insurance coverage. 6110 Salaries / Wages paid to employees who are employed by the District. 6112 Life/Disability Insurance I 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 I Premium paid for dental insurance coverage as elected by employees, 6138 Medical Insurance f Premium paid for medical insurance coverage as elected by employees. 6139 Vision insurance I Premium paid far vision insurance coverage as elected by employees. 6140 Social Security I Social Security taxes paid by the District on the employees' behalf. 6144 Retirementl4g1 457 Expense / Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6145 Legal Shield I Employee paid Legal Services, 6146 Medicare I Federal withholding contribution as part of social security program. 6148 Federal Unemployment Taxes I Amounts paid by the District to provide unemployment compensation benefits for employees. 6149 State Unemployment Taxes / Amounts paid by the District to provide unemployment compensation benefits for employees. 6200 Retirement Employer Contribution / Amount paid by District to match employees' contribution to the 401A retirement plan. 6203 Fees — Other 1 Miscellaneous fees. 6205 Bank Services Charges I Fees paid for bank services. /1 6220 Minor Equipment / Items costing less than $5000, such as VCRs, projectors, televisions, display units and typewriters 6221 E Readers / Kindle Fires and IPads. 6224 Foundation Purchases 1 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 f items purchased for processing library collection items, 6310 Postage I Mailing costs for sending letters and packages. 6320 Printing I 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 I Expenditures to promote and conduct programs such as Summer Reading, National Library Week and Children's Read Week. May include prizes, arts and crafts, supplies, decorations and refreshments, 6362 Electric I Expenditures for electrical services provided by a public utility company, 6364 Water and Sewer I Expenditures for services provided by public or private companies. 6365 Natural Gas I 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 IUght bulbs, paint, lumber, and hardware supplies. 6384 Repair & Maintenance -Vehicles / Repair and maintenance costs for District vehicles. 6385 Repair & Maintenance -Office Equipment Services, supplies and maintenance agreements purchased to repair and maintain office equipment, such as copy machines, microfiche readerlpri nters 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.Onsilne Computer / Cost of upkeep for the Dynix Horizon system. 6389 Repair & Maintenance -Other Equipment I Services. supplies and maintenance agreements purchased to repair and maintain any equipment that is riot otherwise classified. 6393 Tuition Reimbursement I Reimbursement for classes taken by those employees continuing their education, 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. 6395 In -House Training / Costs of in-house classes and seminars for staff needs, 6396 Meetings I Incidental expenses incurred when hosting or attending meetings. 6397 Out-of4House Training & Conferences / Expenses incurred for conference attendance, and out -of -house training. 6398 Treasurer Fee / Fees paid to the county for collection and distribution of property taxes. 6410 Books I Hardbound or softbound materials purchased, not via a subscription. 5425 Periodicals I Printed materials purchased with a subscription for magazines, newspapers, or professional journals. 6430 E Books et 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 DVDIBlue Ray / Recorded visual material in DVD or Blue Ray format. 6496 Other Expense I Expenses not otherwise classified. 6496 Electronic Resources I Subscription costs for online databases. 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District, 6520 Equipment Rentals / Rental costs for equipment rented by the District including rentals of postage machine rental. 6952 Equipment/Furniture over $5000 / Equipment or furniture items costing more than $5000. 6953 RFID / Costs for the collection management and inventory control system, 6954 New Computers & Other Technology I Includes personal computers, monitors, printers, and multi -functional equipment, 6980 Capital Improvements I Permanent repairs, upgrades, remodel or improvements made to enhance the appearance of a District building, 6 985 Lease Payment I 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. 72 Budget String CodIng - Alpha Sort The following format is used for coding expenses for purchase order requisitions and for future budgeting; Fund ■ ■ Definitions: Expense, Location Department Project ■ �■ ■ ■ - E ■ - OO MOOD • 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 O 1=Qen.eral Fund 6220 Minor Equipment 50=District Support Services 51=Adm its istration Example Two: 0142494040 O 1=+ eneral Fund 6249=Operating Supplies 1 o=Centennial Park 0O No Department Example Three*: OI 6358-10-OO-1OO1 01=General Fund 63 8=Programs 1 Q=Centennial Park 0O No Department 100 I =Centennial Park Programs *In most instances you will net need to code for projects unless you have expenses specifically related to an item on the project ect list. 73 Sof Budget Codes Fund ■ Expense ■ Location Codes Location ■ 10 Centennial Park 15 Parr 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 (Gleitu A, Jones) 95 Platteville 00 High Plains Library District Department ETD - Project N ODD 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 Prograins/Professona1 Contracts/Project_Codes _ Programs 1010 1015 1020 1030 1071 1072 1073 8001 Project 2010 2013 2014 3513 8501 Centennial Park Fart Carbon Valley Lincoln Park Erie Kersey Riverside Library & Cultural Center Outreach - programming Riverside Library & Cultural Ctr: Lincoln Park Energy Performance project Interlibrary Loan system Spell Grant 74 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 / far the High Plains Library District E.eriejxliture Codes 6206 Bank Services Charges / Fees paid for bank for funding. 6410 Books } Hardbound or softbound materials purchased, not via a subscription. 6980 Capital Improvements /Permanent repairs, upgrades, remodel or improvements made to enhance the appearance of a District building. 6460 Compact Discs 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 I Pick up and removal of waste and recyclable materials, 6490 DVD/Blue Ray / Recorded visual material in DVD or Blue Ray format. 6430 EBooks / Recorded audio materials in cassette type form. 6362 Electric / Expenditures for electrical services provided by a public utility company. 6496 Electronic Resources / Subscription on-line databases. 6221 E Readers I Includes Kindle and ipadsi 6962 Equipment/Furniture over $6000 / 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 l 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. 6396 In -House Training I Costs of in-house classes and seminars for staff needs 6510 Insurance / Premiums paid for coverage of bookmobiles, buildings, general liability and Directors and Officers of the District. 6236 Janitorial Supplies / items used to clean and supply facilities, such as floor finish, stain remover, toilet tissue, paper towels, hand soap, event, and vacuum bags. 75 6906 Lease Payment / Payments made to lease Library buildings. Debt service transfer for 2001 COPS and 2006 COPS, 6149 Legal Shield / Employee paid Legal Services 6112 LifelDisability Insurance / Premium paid for short-term and long-term, life and disability insurance coverage, 6138 Medical Insurance I Premium paid for medical costs for insurance coverage as elected by employees. 6146 Medicare / Federal withholding contribution as part of social security program, 6340 Memberships I Payment of membership dues to professional organizations, 6396 Meetings I Incidental expenses incurred when hosting or attending meetings. 6220 Minor Equipment / Items costing less than $5000, such as VCR, projectors, televisions, display units and typewriters, 6365 Natural Gas / Expenditures for natural gas services provided by a public utility company. 6954 New Computers & Other Technology / Includes personal computers, monitors, printers, and multi -functional equipment 6986 Opening Day Collection / Expenses incurred in purchasing Library materials for opening day inventory. 6249 Operating Supplies / Items such as pens, paper, tape, scissors, desk accessories, binders, paper clips, security cases, seasonal decorations, break room supplies, and craft supplies. items costing $100 and less, 8496 Other Expense I Expenses not otherwise classified. 8397 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 I 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 I printing and copying of materials for internal and external use. 6379 Professional Contracts I Payment for services rendered by outside contractors (organizations or i nd ividuals)1 9369 Programs I 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 /Materials and supplies for the repair and maintenance ut Distfnct building s, 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 / Ccsts 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 I Repair and maintenance costs for District vehicles. 6144 Retirement/401 A1497 Expense I Employee paid contribution to the 401A mandatory and 457 elective retirement plan. 6200 Retirement — Employer contribution I Amount p&d 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 I Published software programs and site licenses. 75 6149 State Unemployment Taxes /Amounts paid by the District to provide unemployment compensation benefits for employees, 6000 Tax Distribution to Member Libraries 6260 Tech Processing Supplies I Items purchased for processing library collection items. 8186 Third Party Health Insurance Payment/ 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 I Reimbursement for classes taken by those employees continuing their education 6139 Vision Insurance / Premium paid for vision insurance coverage as elected by employees. 8384 Water and Sewer I Expenditures for services provided by public or private companies, 6136 Worker's Compensation t Premium paid for worker's compensation Insurance policy to provide medical care to employees in the case of a work rel fetl ,tai ent Hello