Memo

To:                          Tony Basile

From:                      Emily Bader and Lee Fogarty

Date:                       May 28, 2003

Subject:                   FY2004 Library Budget

Attached please find the Springfield Library budget for FY2004.         Projected expenses are based on the following projected revenues:

Municipal:

$5,172,522

MBLC State Aid:

$ 270,000

Regional C-2:

$ 67,000

Fines and Fees:

$ 100,000

Endowment Income:

$ 365,000

Tributes and Gifts:

$ 50,000

Mass DOE

$ 225,242

TOTAL:

$6,249,764

Service Plan:

 

The Central Library Hours will be reduced to 54 hours/week. We must be open at least 54 hours/week to be in compliance with State Regional Reference Center Standards.

All Branches (not including Brightwood ) will be open six days/week, each with a total of 40 hours/week. Since the Chestnut Accelerated Middle School is not available on Saturdays. Brightwood will be open five days /week with a total of 40 hours/week. We are not sure if we will operate Mason Square out of the Urban League site daily with a total of 40 hours/week, but if we do it appears that the space and service will be quite limited.

All of the 600 accounts (personnel) are based on budget projections for FY2004. Staffing includes current staff, additional staff (both call-backs and additional existing positions. ) Staffing also includes the creation of a part-time Volunteer Coordinator which is a new position. The 700 accounts (programs and Materials) are estimates based on FY2002 audited expenses. The two

exceptions are 7011-7097 (materials) and 7114 (Library Data Process Fees) which are based on actual projections for FY2004. The 800 (Occupancy)and 900 ( Administrative)account expenses are estimates based on FY2002 audited expenses.

We have included estimated costs for service contracts for building related issues such as HVAC. We are planning to discuss this with the City Facilities Management Department to project accurate costs.

Individual Line Item narratives:

6011-6114: Salaries and Wages:      Sunday Overtime

The Central Library is open every Sunday from Labor Day to Memorial Day from 12:00 -4:00 p.m. Staff is compensated at time and a half. These hours are necessary to be in compliance with State Regional Reference Center standards.

6011-6114: Salaries and Wages RWN Staff

The Read/Write/Now Adult Literacy Program is grant funded. All revenues for this program are restricted. The Massachusetts Department of Education provides the majority of the funding.

6011-6114: Salaries and Wages: IT

We plan to contract with the Springfield Library and Museums Association for IT support.

6011-6114: Salaries and Wages: Custodial and Maintenance

We have included salaries for six custodians.. Two for the Central Library and four for the Branch system. We have also included a salary for one and one- half Maintenance staff. While, we have included the salaries as an expense in our budget, it would not be our intent to manage custodial or maintenance services.

Options include:

A. contracting with SLMA for the six custodians and Maintenance staff.

B. contracting with SLMA for two custodial and Maintenance services for the Central Library and working with the City Facilities Management Department to contract for custodial and maintenance services for the Branch system.

6011-6114: Salaries and Wages: Mail Room, Security, payroll clerk

We have included a portion of the Centralized SLMA Mail Room salaries and salaries for Security and a part-time payroll clerk for the Central Library and the Branch system. While, we have included the salaries as an expense in our budget, it would not be our intent to manage mail or security services. We assume that these services will be provided through a contract with SLMA.

 

 

6011-6114: Salaries and Wages: Step increases

$65,000 has been budgeted for previously negotiated step increases for staff.

6221-6341: Employee Benefits

All benefits have been calculated based on 37% of the total Salaries and Wages. This includes custodial, maintenance, IT, Mail Room and security expenses.

7011-7097: Library Materials

These line items are for all expenses incurred by the library for books, audio visual materials, periodicals, and on-line databases. In order to be in compliance with the Massachusetts Board of Library Commissioners State Standards for Local Aid for Libraries, we must spend 12% of our total operating budget on Materials. There is no waiver available for this standard.

7111: Freight and Shipping

We currently have a contract with Courier Express for our in house delivery system of materials. This contract also includes delivery to the Cooperating College Libraries of Greater Springfield. These Libraries pay the Springfield Library for this service. Revenues from this source are reflected in our Fines and Fees Revenue Line.

7114: Library Data Processing Fees

This line item includes fees for C. W. Mars and Nelinet. C. W. Mars provides our online circulation system, online public access catalog , our online acquisitions system and access to various databases. Nelinet is the Regional Cooperative that provides our online cataloging system.

7118: Telephone Services

We have included our FY2002 audited expense for telephone services. It is unclear to us at this time, how our telephone services will be provided for once we become a City Department. This is an estimated expense for FY2004 and may need to be adjusted.

8231: Building Insurance:

SLMA currently budgets for building insurance for all of our buildings. We are unclear as to whether this will be a Library expense, or will be part of a contract of service between the City and SLMA

8331: Groundskeeping:

This line item covers current contracts for snowplowing, mowing and shoveling. New costs and contracts will have to be negotiated for FY2004.

 

 

9011 and 9012: Administrative and staff support travel

This account is used to reimburse staff for attendance at mandated Regional and State meetings.        It is also used, on a limited basis, for attendance at State and National Conferences.

9141: Computerized Services:

 

This line item is used for Software Licenses for administrative and public service software. Includes costs for Cyber Patrol used to filter some of our Internet Computers.

9211: Equipment Purchase:

This line item is used to purchase replacements for staff and public computers as well as other items, such as reader printers and fax machines.

9211: Equipment Repair/Upkeep

This line item is used to pay for service contracts for existing equipment.

9321: Courses, Seminars, Fees

Staff is reimbursed for workshop attendance for professional development.

9323: Memberships:

This line item covers expenses for Membership fees for the Urban Libraries Council and the American Library Association.

9331: Refunds:

We budget money to refund patrons who have paid for lost items and then find and return them to the library.

 

Library Services-FY2004 Proposed                        Total Costs

6011-6114 Salaries & Wages-Sundry                          $70,000

6011-6114 Salaries & Wages-Branches                 $1,222,676

6011-6114 Salaries & Wages-Central Library        $1,556,659

6011-6114 Salaries & Wages-Sunday Overtime        $60,000

6011-6114 Salaries & Wages-RWN Staff                    $225,242

6011-6114 Salaries & Wages-IT                                   $83,347

6011-6114 Salaries & Wages-Custodial                      $174,795

6011-6114 Salaries & Wages-Maintenance               $44,328

6011-6114 Salaries & Wages-Mail Room,payroll       $27,629

6011-6114 Salaries & Wages-Security                        $185,000

6011-6114 Salaries & Wages-Step Increases            $65,000

Total Salaries & Wages                                                       $3,644,676

6221-6341 Employee Benefits                                           $937,417

Total Benefits                                                                        $937,417

7011-7097 Materials                                                            $695,000

7111 Freight & Shipping                                                      $48,811

7112 Insurance                                                                      $5,709

7113 Printing for Prog/Exhib                                               $1,677

7114 Library Data Process Fees   $179,632

7117 Computer Online Services                                                  $0

7118 Telephone Services                                                    $29,786

7162 General Promotion                                                     $10,328

7211 Equipment Purchase                                      $11,523

7221 Equipment Repair/Upkeep                                          $1,723

7318 Preservation of Collections                                             $319

7341-7346 Library Supplies                                                $25,873

7362 Postage for Prog/Exhib                                              $19,190

7364 Educational Supplies                                                   $2,500

Total Programs & Materials                                          $1,032,070

8011 Building Maintenance                                     $50,000

8012 Building Service Contract                                          $40,000

8013 Building Improvements                                               $    696

8111 Purchase of Equipment                                            $19,940

8121 Repair/Upkeep of Equip                                         $11,423

8131 Rental of Equipment                                                    $1,404

8212 Uniform Purchase/Rental                                               $268

8213 Exterminating                                                                  $313

8214 Licenses/Perm its                                                           $239

8215 Landscaping                                                                $9,204

8216 Trash Removal                                                            $5,015

8221 Outside Security Services                                         $5,859

8222 Telephone Monitoring                                                 $1,924

8231 Building Insurance                                                    $51,348

8243 Property Lease/Taxes                                             $48,133

8311 Cleaning Supplies                                                      $7,739

8312 Sanitary Supplies                                                        $6,000

8321 Hardware                                                                        $402

8322 Paint                                                                                $538

8324 Lighting                                                                        $1,624

8331 Groundskeeping                                                        $15,000

Library Services-FY2004 Proposed

Total Costs

6011-6114 Salaries & Wages-Sundry

$70,000

6011-6114 Salaries & Wages-Branches

$1,222,676

6011-6114 Salaries & Wages-Central Library

$1,556,659

6011-6114 Salaries & Wages-Sunday Overtime

$60,000

6011-6114 Salaries & Wages-RWN Staff

$225,242

6011-6114 Salaries & Wages-IT

$83,347

6011-6114 Salaries & Wages-Custodial

$174,795

6011-6114 Salaries & Wages-Maintenance

$44,328

6011-6114 Salaries & Wages-Mail Room,payroll

$27,629

6011-6114 Salaries & Wages-Security

$185,000

6011-6114 Salaries & Increases

$65,000

Total

Salaries & Wages

$3,644,676

6221-6341 Em~Ooyee Benefits

$937,417

Total

Benefits

$937,417

7011-7097 Materials

$695,000

7111

Freight & Shipping

$48,811

7112

Insurance

$5,709

7113

Printing for Prog/Exhib

$1,677

7114

Library Data Process Fees

$179,632

7117

Computer Online Services

$0

7118

Telephone Services

$29,786

7162

General Promotion

$10,328

7211

Equipment Purchase

$11,523

7221

Equipment Repair/Upkeep

$1,723

7318

Preservation of Collections

$319

7341-7346 Library Supplies

$25,873

7362

Postage for Prog/Exhib

$19,190

7364

Educational Su*Vo)lies

$2,500

Total

Programs & Materials

$1,032,070

8011

Building Maintenance

$50,000

8012

Building Service Contract

$40,000

8013

Building Improvements

$696

8111

Purchase of Equipment

$19,940

8121

Repair/Upkeep of Equip

$11,423

8131

Rental of Equipment

$1,404

8212

Uniform Purchase/Rental

$268

8213

Exterminating

$313

8214

Licenses/Permits

$239

8215

Landscaping

$9,204

8216

Trash Removal

$5,015

8221

Outside Security Services

$5,859

8222

Telephone Monitoring

$1,924

8231

Building Insurance

$51,348

8243

Property Lease/Taxes

$48,133

8311

Cleaning Supplies

$7,739

8312

Sanitary Supplies

$6,000

8321

Hardware

$402

8322

Paint

$538

8324

Lighting

$1,624

8331

Groundskeeping

$15,000

8341 Security Supplies

$446

8351 Other Supplies

$597

8411 Oil

$7,596

8421 Electricity

$109,667

8431 Gas

$51,743

8441 Water & Sewer

$1,304

Total Occupancy

$448,424

9011 Support Staff Travel

$4,696

9012 Administrative

$6,919

9141 Computerized Services

$8,500

9151 Consultant Fees

$15,000

9162 Promotional Expenses

$957

9171 Printing

$2,570

9172 Stationary

$1,000

9211 Equipment Purchase

$51,481

9221 Equipment Repair/Upkeep

$35,564

9231 Equipment Rental

$9,638

9321 Courses, Seminars, Fees

$2,995

9323 Memberships

$3,891

9324 Recruitment

$2,500

9331 Refunds

$1,448

9332 Telephone

$8,743

9333 Other

$1,647

9411 Office Supplies

$24,838

9412 Duplicating Supplies

$2,235

9421 Postage/Mailing

$1,019

9431 Books - Office Use Only

$481

9441 Periodicals

$1,056

Total Administrative

$187,178

 

 

Expense Totals

$6,249,764