LIST OF DOCUMENTS AND INFORMATION REQUESTED FOR
EXAMINATION BY CITY COUNCIL LIBRARY STUDY COMMITTEE

1. All consultants= (including architectural or engineering) reports as to repairs or renovations needed at Forest Park, Liberty and East Springfield branches.

2. Copies of IRS Form 990 for fiscal years ending June 30, 1993, 1994 and 1995.

3. Copies of financial statements of SLMA for the years ending June 30, 1983, 1984, 1985, 1986, 1987, 1988, 1989, 1990, 1991, 1992, 1993, 1994 and 1995.

4. Stephen Kaplan of Kalicka Co., in a letter to the editor on March 23, 2003, stated that in the last 7 fiscal years, SLMA spent $17,427, 756 on capital expenditures and $3,799, 204 on library book purchases. With respect to the capital expenditures, describe each such expenditure, the year in which it was made, and its total cost. As to library book purchases, give the total amount spent on such purchases in each year of the seven year period.

5. List all funds received from the City of Springfield which were derived from bond issues of the City beginning January 1, 1987. In addition, enumerate every project or improvement to the properties or holdings of SLMA with City bond funds during said period along with the year of the grant or expenditure and the specific amount of money spent on each said project.

6. A copy of the lease for the property on Island Pond Road occupied by the East Forest Park branch.

7. All records indicating the cost and date of the expansion of the Sixteen Acres branch, along with identification of the source of the funds spent for that expansion.

8. A detailed list of all capital expenditures with the cost and date thereof since January 1, 1985 in the following branches: Forest Park

Liberty

East Springfield

Mason Square

Pine Point

9. All documents which spell out the cost of the recent renovation of the Indian Orchard branch and the source or sources of funds used to pay the cost of the renovation.

10. Documents which show the cost of all capital improvements to the Central Library since January 1, 1985. Along with this, please list the source or sources of funds for any and every capital improvement to said facility during that period of time.

11. Copies of the AMayor=s Recommended Budget@ for Library and Museum operations for the last ten years.

12. Detailed listing and breakdown of grants or revenues from the Commonwealth of Massachusetts for each one of the last five fiscal years.

13. Detailed listing and breakdown of grants or revenues from the federal government for each one of the last five fiscal years.

14. Copies of any collective bargaining contracts or letters of understanding as to job rules with some or all of the library employees.

15. Tables of organization for library employees for the entire system as of July 1, 2000, 2001, and 2002.

16. Copies of job descriptions for the following library positions:

a) Library director and Executive Director

b) Assistant library director

c) Head librarian M.L.S.

d) Principal librarian M.L.S.

e) Senior librarian

f) Librarian

g) Library assistant

h) Media specialist

i) Principal clerk

j) Senior clerk

k) Clerk

17. Tables of organization of library employees for each one of the following facilities as of

July 1, 2000, 2001, and 2002:

a) Central branch

b) Brightwood

c) Liberty

d) East Springfield

e) Indian Orchard

f) Sixteen Acres

g) Pine Point

h) East Forest Park

i) Forest Park

j) Mason Square

18. All documents showing the actual cost by branch during each of the last three fiscal years for electricity, gas and heating fuel.

19. For each one of the last five fiscal years, list the cost of fringe benefits for retirement to

a) all library employees, b) all museum employees, and c) to all other SLMA employees; give the same five year breakdown for the same three groupings of employees for 1) health insurance, 2)workmen=s compensation, 3) unemployment insurance and 4) contributions (e.g. mayor=s budget item #2 0100 610 5176).

20. Records for the last three fiscal years setting forth the total number of volunteers working in the libraries with the cumulative total of their hours of volunteer service.

21. Records for the last four fiscal years showing the total revenues derived annually by the SLMA from the Springfield School Department.

22. Copies of any contracts, letter agreements or understandings between SLMA and the School Department in each of the last four fiscal years relative to the operation, staffing and operating the Brightwood branch library. In addition, set forth the total amount of revenue derived by the SLMA in each year for the operation of the Brightwood branch.

23. A complete list as of July 1, 2002 of each and every perpetual trust which is categorized as Apermanently restricted@ with the value as of said date of each trust which has been set forth along with the information as to which trusts were designated for library purposes, which for museum purposes and which for no specific library or museum purpose.

24. The June 30, 2002 SLMA balance sheet shows the unrestricted investments as having a value of $3,972,232. Give a detailed exposition of said investments, setting forth the value of each and the designated purpose of their use, if any.

25. The June 30, 2002 SLMA operating statement shows trust fund income of $1,466,231 for the year. Delineate the amount of income produced from each investment and spell out in each case whether the investment had been designated by each respective donor as being for the libraries of the museums or undesignated, as the case may be.

26. Copies of each and every report made by the SLMA to the Massachusetts Board of Library Commissioners in the last five full fiscal years relative to the operations of any or all of the libraries operated by SLMA in Springfield.

27. For each of the last five full fiscal years, set forth the circulation and visitors per branch (include individual figures for each of the nine branches and also the Central Library). Furthermore, in every instance, set forth the number of hours per week that each facility was open.

28. For each of the last five full fiscal years, set forth the number of visitors to each one of the museums operated by SLMA. In every instance set forth the number of hours per week that each facility was open.

29. Set forth in individual detail all funds raised by SLMA=s development and marketing activities in each of the last five fiscal years. (List only contributions that exceed $100, but you may aggregate the totals raised in each year of gifts of $100 or less.)

30. Set forth in detail any and all costs of SLMA=s development and marketing activities in each of the last five fiscal years. Include in this response an identification of all employee positions involved during those years in the Association=s development efforts.