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Home My WebLink AboutResolution - 2007-R0103 - Grant Application To TSLAC - Library Operation Grant, West Texas Library System - 03_22_2007Resolution No. 2007-R01.03 March 22, 2007 Item No. 5.13 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF TIIE CITY OF LUBBOCK: THAT the City Council of the City of Lubbock hereby authorizes and directs the Mayor of the City of Lubbock to execute a grant application to the Texas State Library & Archives Commission for a Library Operation Grant providing library service programs For members libraries of the West Texas Library System and related documents, which grant application is attached hereto and incorporated in this Resolution as if fully set forth herein. Passed by the City Council this 22nd day of ATTEST: Rebdcca Garza, City Secretary APPROVED AS TO CONTENT: n/ JaV Clausen, Library Director APPROVED AO FORM: R n Van ver, Attorney o ounse DDres/LftaryC,rantApplication07 Res March 8, 2007 March �'� , 2007. Resolution No. 2007-RO103 SYSTEM PLAN OF SERVICE SFY 2008 Library Development Division Texas State Library April 2007 Attachment A TEXAS STATE LIBRARY AND ARCHIVES COMMISSION (TSLAC) APPLICATION FOR STATE/FEDERAL ASSISTANCE APPLICANT INFORMATION: Library Name Lubbock Public Library Applicant/Legal Entity City Of Lubbock (Official name of city, county, nonprofit, or university) Program Contact Person (Primary Contact) Name Jane Clausen Title Director Street/PO Box 1306 9`h Street City Lubbock State TX Zip Code 79401 County Lubbock Phone (806) 775-2824 Fax (806) 775-2827 E-mail JClausen@mail.ci.lubbock.tx.us Additional Contact Person (if applicable) Name Nancy Hill Title/Type of Contact (e.g. fiscal contact, accountant, grants manager) Coordinator Phone (806) 775-2854 Fax (800 775-2856 E-mail NHillca.?mail.ci.lubbock.tx.us U.S. Congr. Distr. No. 19 State Senate Distr. No. 28 State House Distr. No. 83 Employer/Federal Identification Number (9 digits): 175000590 TYPE OF PROJECT: (check one) ❑ Cooperation ❑ Establishment ❑ Special Projects ❑ TexTreasures ❑ Interlibrary Loans ® Systems ❑ TANG BEGIl'INING DATE OF PROJECT/GRANT 09/01/07 PROPOSED FUNDING SOURCES: a. TSLAC grant $347,972 d. Local funds $ b. Other federal gov't funds $ e. Program income $ c. Other state gov't funds $ E Miscellaneous $ TOTAL $347,972 Is the applicant delinquent on any Federal debf? ❑ yes ®no To the best of my knowledge and belief, data in the entire application packet is true and correct, the application has been duly authorized by the governing body of the applicant and the applicant will comply with the Uniform Grant Management Standards (UGMS) if the assistance is awarded. Printed Name David A. Miller Title Mayor Signab= Date Signed March 22, 2007 ATTEST: Approved as to fom►'9 \ *� Clcy N[u>� UW Re ca Garza, City Secretary TABLE OF CONTENTS Page Tableof Contents.......................................................................................................i Application for State/Federal Assistance.................................................................. l Certification of Review.............................................................................................2 System Budget Plan Sununary ...................................................................................3 Costs Requiring Prior Approval................................................................................4 System Personnel Form.............................................................................................5 OrganizationalChart ..................................................................................................6 JobDescriptions.........................................................................................................7 Administration Project Planning Narrative............................................................................20 ProjectBudget Plan.......................................................................................22 Consulting Project Planning Narrative.............................................................................24 ProjectBudget Plan......................................................................................26 Project Performance Targets and LBB Measurement Justification...............28 Continuing Education Project Planning Narrative.............................................................................29 Project Budget Plan............................................................ ..........31 ................. Performance Targets and LBB Measurement Justification ...........................33 OBELogic Model..........................................................................................35 Targeted Services Project Planning Narrative.............................................................................38 ProjectBudget Plan.......................................................................................42 Performance Targets and LBB Measurement Justification — Audio Books _.44 Performance Targets and LBB Measurement Justification — Literacy .......... 45 OBELogic Model..........................................................................................46 Documentation of Involvement.................................................................................50 Appendix J CERTIFICATION OF REVIEW BY SYSTEM ADVISORY COUNCIL The document for the West Texas Library System checked below is attached with this certification. XX Plan of Service 2008 Please sign only one of the following categories of certification. I hereby certify that the document designated above has been reviewed and approved by the system advisory council. Advisory Council Chairman (signature) Date 2. I hereby certify that the document designated above has been reviewed by the system advisory council. Because some members do not approve, a letter stating minority opinions disapproving the document is attached. Advisory Council Chairman (signature) Date I hereby certify that the document designated above has been reviewed and not approved by the majority of the system advisory council. Advisory Council Chairman (signature) Date 4. I hereby certify that the above designated document was not approved by the majority of the advisory council as an indication that the majority of the advisory council was not adequately informed of the document's contents. Advisory Council Chairman (signature) Date The responsibility of the advisory council for reviewing and approving the system plan and budget, annual and long-range plans of service, budget changes requiring contract modifications, and system bylaws is identified in Rule § 1.119 of the Rules_for Administering the Library Systems Act. —2— Appendix G-System Budget NOTE: Ali cells on this worksheet EXCEPT the Indirect change rate are formula -driven. As each project budget is completed, R will fill the values on this sheet. Please complete the numbered (#1-#5) project plans as appropriate to include any projects outside of Administration, Continuing Education, and Consulting. System: West Texas Library System State Fiscal Year: 2008 BUSI Qt Cat orlr Administration 7. Cont Ed Consulting Tech.IResouce Sha. #2 (insert Name) #3 (Insert Name) 04 (Insert Name) #5 (Insert Name) Total „x Project Budget #'ro'ect Budget Project Budget Project Budget Project Budget Project Budget Project Budget Project Budget Personnel $ 51,144.00 $ 8,228.00 $ 41,680.00 $ 54,750.00 $ $ $ $ - $ 155,802.00 Fringe Benefits $ 20 812.00 $ 3,247.00 $ 16,232.00 $ 21 937.00 $ - $ $ $ - $ 62,228.00 Contractual $ 5,850.00 $ 9,350.00 $ 3.240.00 $ 15,847,00 $ $ $ $ $ 34,287.00 Supplies $ 2.300.00 $ 175.00 $ 800.00 $ 37,500.00 $ - $ $ - $ - $ 40,775.00 Travel $ 9,100.00 $ 1,000.00 $ 3,750.00 $ 3,700.00 $ $ $ $ $ 17,560.00 Equipment $ $ $ 2,000.00 $ - $ - $ $ $ - $ 2,000.00 Other $ 1,200.00 $ - $ 5,000.00 $ 300.00 $ $ $ $ $ 6,500.00 TOTAL DIRECT CHARGES $ 90,406.00 $ 22,000.00 $ 72.712.00 $ 134,034.00 $ $ $ $ $ 319,152.00 Indirect Charges $ 8,164.00 $ 1.987.00 $ 6,566.00 $ 12 103.00 $ $ $ $ $ 28,820.00 TOTAL $ 98,570.00 $ 23,987.00 1 $ 79,278.00 $ 146,137.00 $ - $ $ $ - $ 347,972.00 Indirect Charge Rate: _9.03`% of direct cost (Salaries, Salaries & Fringe, Total Grant, other) Page 1 Attachment C COSTS REQUIRING PRIOR APPROVAL Applicant's Legal name: City Of Lubbock (Official name of city, county, nonprofit, or university) Library/Organizational Unit: Lubbock Public Library INSURANCE (if not required by the grant): Budgeted Cost: REARRANGEMENTS & ALTERATIONS OF FACILITIES: 9 Budgeted Cost: (if incurred specifically for the grant project) EQUIPMENTIPROPERTY: Each piece of equipment/property is an article of nonexpendable, tangible personal property having a useful life of more than one year and an acquisition cost that exceeds the capitalization limits established by Grantee's governing entity. Grantee must furnish a statement to Grantor certifying the governing entity's capitalization level with the Prior Approval Request Form. Equipment/property includes furniture, library materials, etc., purchased wholly or in part with grant funds. The prior approval amount is the capital expenditure, which means the cost of the equipment/property including the cost to put it in place. Capital expenditure for equipment/property means the net invoice price of the equipment/property, including the cost of any modifications, attachments, accessories, or auxiliary apparatus necessary to make it usable for the purpose for which it is acquired. Ancillary charges, such as taxes, duty, protective in transit insurance, freight, and installation may be included in, or excluded from, capital expenditure cost in accordance with the Grantee's regular accounting practices. Item descriptions should be detailed since additional cost documentation should not be submitted. Computer example: processor and speed, RAM, hard drive size, monitor size, modem speed, type of network card (Pentium III, 733 MHz, 128 MB RAM, 20613 HD, 17" monitor, 33.6KB modem, 10/100 Network Card). Detailed Description # of Units Unit Cost Extended Cost Microcomputer & Components 1 $2,000 $2,000 $ $ $ $ Use additional sheets as necessary. Signature: Date: Appendix I -System Personnel System: West Texas Library System Please identify on this form all anticipated system staff positions for FY 2008 (September 1, 2007 to August 31, 2008). Include all individuals whose salaries are paid in whole or in part from the system grant. A person contracted with for professional services to the system, such as a consultant, is not included in this definition and should not be listed below. In the first column, indicate the job classification and the job title for each position (e.g., "Librarian III, Assistant Coordinator" or "Clerk Typist 1, Film Cleric"). In the second column, indicate the estimated annual salary to be paid from the system grant in FY 2008, including estimated cost of living and/or merit pay increases for each position. In the third column, indicate total estimated annual fringe benefits to be paid from the grant. In the last column, indicate the FTE for each position that will be paid from the grant. Classification Level and Job Title Annual Salary From Grant Fringe Benefits From Grant FTE's From Grant Librarian 111 - Coordinator $ 61,081 $ 23,183 1 Librarian li - Assistant Coordinator $ 43,118 $ 17,397 1 Bookkeeper - Sr. Bookkeeper $ 34,380 $ 15,540 1 User Support Analyst $ 17,223 $ 6,108 0.25 $ - $ - 0 $ - $ - 0 $ - $ - 0 $ - $ - 0 $ - $ - 0 $ - $ 0 $ - $ - 0 TOTAL $ and FTEs $ 155,802 $ 62,228 3.25 Indirect Charge Rate: 9.03 of direct cost % of (Examples: Salaries, Salaries & Fringe, Total Grant, or other) Page 1 of 1 -5-- City of Lubbock Organizational Chart City Council l.P6L Be.b . C4 Mm per T.,.. Cdy sevd,q 9eaMs.nd ConxrJ•don• r 7mtw.mer Audit Committee sped.f EvelMs 9rdtdihoard �51ert� PIO L.apWalian IV Cale! or Eoc Pn� Fire cold xeaeWe f_xemd" p•ptt1Y tltwDladar d DHedor d -Dumopmm Car—ft Exeotl�e Dhsstor CIO CFo IMemtl Algp 6e IMS SeMces .rd Equipntmd SVier hI Econmic Comax•lfty Human IMannetlon Fisral Md�Renvia UtAltw RiskTramcgeieerhp Plannlnp LI6r•tks WmBd°mftdRadlo Shop FIwAI Enpin. And Heath omrso- 6enalts l:dr wntlan � Shed RDW and GIS HeaXh �—P= elecarnmunicatia �-= C M.l�denenm Mepplrq Coda F=-�,rE�:Eidace . ptanee 5torrnwM.r Tnvylhv 4/25/2006 I�IkfirQ nsp-wn I ChAc Ce.Wr 1 y C.."I Shcd Waal• I Purchasing Facillles OR0412 City of Lubbock Page Number 2 Job Descriptions Gate 3/21/05 Job ID . L223 Librarian [I[ Pay Class / Freq . . . S / 8 Job Group. . . . MGMT Management Pay Grade/Step . . . M04 / Benefit Group. . NCSL NON CIVIL SERVICE EMPLOYEES FLSA Exempt Y/N. . . . Y Union Code . . . Evaluation Method. , . MA EEO Job Cat. . . 002 Professionals Evaluation Date. . . . 07/11/97 Workers Comp 8838 / Libraries/Museums w/Clerical Evaluation Points. . . 460 General Summary Supervises and administers a major division of library operation. Machines and equipment used include computer, standard office equipment, and micro- film/microfiche reader. Performs job duties in a way that promotes a positive image of the City organization and the department: demonstrates effective interpersonal skills and delivers exemplary customer service. Principal Duties It is an essential function of this classification to report for work ready to perform the duties required of the position. The following is intended to be descriptive of the principal duties of a class of positions. A specific position may: 1. Administer and supervise a major division of library operation such as public services, technical services. branch services. or system services. 2. Select, train, evaluate, and supervise employees directly or through subordinate pe-sonnel: establisn performance standards, work priorities. goals. objectives, and schedules. 3. Prepare and administer budget for a library division. 4. Preppare studies avid analyses pertaining to library develonmznt, services, or policies: recommenc new programs or changes in library opera- tions. 5. Provide assistance to library patrons as needed. 6. Perform related duties as required. Supervisory Relationships The incumbent supervises a staff of professional, paraprofessional, and clerical employees. The incumbent has authority to assign and supervise work, determine priorities, and establish work procedures under guidelines and directions provided by the department head. The incumbent has authority to make hiring. disciplinary, and termination recommendations; and to evaluate employee performance. Control of Actions The incumbent works under direction of the department head: contacts with the -7- 080412 City of Lubbock Page Number 3 Job Descriptions Date 3/21/05 Job ID . L223 Librarian III Continued Control of Actions --------- — supervisor are usually related to planning of activities. providing progress reports. or resolving problems. The incumbent exercises supervisory author ity. The incumbent has fiscal responsibility for a library cost center. Work requires analysis and judgment in accomplishing diversified duties. Requires the exercise of independent thinking within the limits of policies, standards, and precedents. Contact with Others Incumbent has regular dealings with library patrons or staff of other libraries to answer questions, provide information, and assist in using library resources. Incumbent has frequent dealings with other library employees and employees in city departments which provide internal services. Work may require providing advice to others outside direct reporting relationships on specific problems or policies. Working Conditions The incumbent typically works in the public areas of a library at a desk or counter. The incumbent may work in an area no: open to the public. Education Completion of a master degree in library science. Experience ------------------ Three to five years of professional library experience: or any combination of relevant education and experience which provides the following knowledge. abilities, and skills: Knowledge of Principles and practices of library science: computer applications related to library functions: in-depth knowledge of library organization. procedures and policies: principles and practices of management and supervision: research and statistical analysis. 080412 City of Lubbock Page Nu7zer 4 Job Descriptions Date 3/21/05 Job ID . . . . . L223 Librarian III Continued Ability/Skill to: Manage and supervise a division of library operation; direct and supervise the work of others: prepare and administer a budget: analyze operations and make recorrirendations to meet needs; communicate effectively orally and in writing. Physical Requirements 1. Ability to occasionally lift up to 25 pounds. 2. Ability to occasionally carry ua to 25 pounds. 3. Ability to occasionally stand ano Walk. 4. Ability to occasionally kneel, 5. Ability to frequently pull or push cbJects. 6. Ability to ocassionally rotate uppoer trunk to right or left While sitting or standing. 7. Ability to ocassionally reach above. at, or below shoulder height. 8. Ability to frequently handle objects. 9. Ability to occasionally crouch cr stoop. Date Written/Revised 07/16/96 12/30/97 FLSA Exemption EXEC Executive exemption Occup Employment Code Occup Cat 25-4021 Librarians N 080412 City of Lubbock Page Numbs, 2 Job Descriptions Date 3/21/05 Job ID . . . . . L254 Librarian I1 Pay Class / Freq . . . S / B Job Group. . . . PROF Professional Pay Grade/Step . . . . P03 / Benefit Group. . NCSE NON CIVIL SERVICE EMPLOYEES FLSA Exempt Y/N. . . . Y Union Code . . . Evaluation Method. . PR EEO Job Cat. . . 002 Professionals Evaluation Date. . . . 06/13/97 Workers Camp . . 8836 / Libraries/Museums w/Clerical Evaluation Points. . . 4)2 General --a Summary - - Supervises and administers library programs at a branch library or inter- library loan program. Machines and equipment used are computer, standard office equipment, and handcarts. Performs ,lob duties in a way that promotes a positive image of the City organization and the department; demonstrates effective interpersonal skills and delivers exemplary customer service. Principal Duties It is an essential function of this classification to report for work ready to perform the duties required of the position. The following is intended to be descriptive of the principal duties of a class of positions. A specific position may: 1. Select, train, evaluate. and supervise employees providing library services; establish performance standards, work priorities, goals, objectives. and schedules. 2. Organize and implement library programs to meet community needs: may plan and implement workshops for library staff: evaluate effectiveness of programs. 3. Evaluate, select. and purchase materials for library collection. Monitor budget expenditures for library materials. 4. Answer gjestions from library patrons: assist in locating materials; and instruct patrons in the effective use of library equipment and resources. 5. Use computer systems and microfilm to find lending locations. 6. Assist paraprofessional and clerical staff in circulation as needed. 7. Perform related duties as required. Supervisory Relationships -------------- -------- The incumbent is responsible fo~ a work unit. The incumbent has authority to assign and supervise work, deternine priorities. and establish work procedures under guidelines and directions provided by the department head. The incumbent has authority to make hiring, disciplinary, and termination recommendations: and to evaluate employee performance. Control of Actions 10- 080412 City of Lubbock Page Nurrber 3 Job Descriptions Date 3/21/05 Job ID . . . . . L254 Librarian II Continued Control of Actions The incumbent works under direction of the supervisor: contacts with the supervisor are usually related to planning of activities. providing progress reports, or resolving problems. The incumbent exercises supervisory author- ity. The incumbent has fiscal responsibility for branch library assets, and is autnorized to spend funds for library materials and supplies. Contact with Others Incumbent has regular dealings with library patrons or staff of other libraries to answer questions, provide information and assist it using library resources. Incumbent has frequent dealings with other library employees. Working Conditions ------------------------------ The incumbent typically works in the public areas of a library at a desk or counter. The incumbent may work in an area not open to the public. Education Ccmpletio,i c- a riast,_r d?sir=a in li'',rary Experience Two years of professional library experience: or any combination of educa- tion and experience which provides the following knowledge, abilities. and skills: Knowledge of Principles and practices of library science: computer applications related to library functions: library organization, procedures. and policies. Ability/Skill to: 0804,2 City of Lubbock Page 'I,rbr-r 4 Job Descriptions Date 3/2I/05 Job ID . . . . . L254 Librarian II Continued Aoility/Skill to: ------------- - - -- Effectively provide customer service to library patrons; evaluate. acquire, and properly catalog library materials; develop, coordinate, and implement library programs: operate computer and software: supervise the work of others. Physical Requirements 1. Ability tc occasionally lift up to 25 pounds. 2. Ability to occasionally carry up to 25 pounds. 3. Ability to frequently stand and walk. 4. Ability to occasionally kneel. 5. Ability to frequently pull or push objects. 6. Ability to frequently rotate uppoer trunk to right or left while sitting or standing. 7. Ability to frequently reach above. at, or below shoulder height. 8. Ability to frequently handle objects. 9. Ability to frequently crouch or stoop. Date Written/Revised 07/16/96 FLSA Exemptio,i EXEC Executive exemption Occup Empioyment Code --Occup Cat -- --- 25-4021 Librarians -1 %- 080412 Csty of Lubbock Pag? Nur-C'e" 2 Job Descriptions Date 3/21/05 Job ID . . . . . U2C1 User Support Analyst Pay Class / Freq . . . S / B Job Group. . . . PROF Professional Pay Grade/Step . . . . P05 / Benefit Group. NCSE NON CIVIL SERVICE EMPLOYEES FLSA Exempt Y/N. . . . Y Union Code . . . Evaluation Method. . . PR EEO Job Cat. . . 002 Professionals Evaluation Date. . . . 03/15/99 Workers Comp . . 5191 / Computer Device Install. Sery Evaluation Points. . . 584 General Summary Provides user support and technical assistance to West Texas Library System members regarding electronic information technology. Machines and equipment used include corputers, standard office equipment. vehicle, and hand tools. Performs job duties in a way that promotes a positive image of the City organization and the department; demonstrates effective interpersonal skills and delivers exemplary customer service. Principal Duties It is an essential function of this classification to report for work ready to perform the duties required of the position. The following is intended to be descriptive of the principal duties of a class of positions. A specific position may: 1. Analyze and resolve computer software and hardware problems of users. Respond to telephone calls from library staff requesting assistance regarding equipment problems. repair, or routine maintenance: 2. Consult with user to identify source of problems, answer questions, and assist user in diagnostic processes by providing instructions: 3. Provide individual training for library staff in maintenance of library's computer equipment, use of computer operating systems. and management of computer networks: d. Assist in planning ano `implementing library automation systems. Provide training in automation issues and systems; 5. Compile inventory of equipment. integrated library systems, ne,r.ork software, and telecommunications equipment in each library as a resource for user support: 6. Prepare a basic troubleshooting manual for use by library staff. Train users in basic maintenance: 7. Analyze telecommunication problems involving modems, fiber optic cables. or telephon= lines. Serve as liaison between library and vendors to evaluate solutions: 8. Set up user workstations, install software and peripheral equipment: 9. Check computer hardware for Y2K problems, assist library in resolving any compliance problems: 10. Perform related duties as required. Supervisory Relationships The position has no supervisory responsibility. 080412 City of Lubbock Page Number 3 Job Descriptions Date 3/21/05 Job ID U201 User Support Analyst Continued Control of Actions Position is instructed in the desired results. Freedom exists to choose the method to accomplish results. Work invovles analysis and judgment in accomplishing diversified duties. Contact with Others Position has very frequent contact with staff of West Texas Library system member institutions, by telephone or in person. Position provides assistance in resolving computer problems, and provides individual training to library staff. Working Conditions The incumbent primarily works in an office environment. Frequent out-of-town travel by vehicle will be required in a 24 county area. Overnight travel is limited. Education Completion of a bachelor degree in management information systems. or a closely related field. Experience Three to five years experience providing user support and technical assistance percain}rg to hardware and software of computer systems and related equipment: or any combination of relevant education and experience which provides the fcllowir,g knowledge, abilities. and skills: Knowledge of Substantial knowledge of microcomputer and network concepts and applica- tions. Ability/Skill to: 080412 City of Lubbock Page Numte- 4 ,lob Descriptions Date 3/21/05 ,lob ID . . . U201 User Support Analyst Continued Ability/Skill to 1. Communicate effectively orally and in writing. 2. Work effectively in a dynamic, fast paced environment, meet deadlines. 3. Plan and organize personal workload. 4. Provide training and assistance to users with a wide range of current computer knowledge and skills. 5. Analyze computer hardware and software. determine alternatives, and make recommendations resulting in a network product solution or implementation that satisfies end -user work needs. 6. Establish and maintain effective working relationships with end users. Physical Requirements Maintain the ability to: 1, frequently lift and carry up to 10 pounds; 2. occasionally lift and carry up to 50 pounds: 3. frequently bend and kneel during the shift; 4, frequently push and pull objects; 5. frequently flex upper trunk forward at the waist and partially at the knees: 6. frequently rotate upper trunk to the left or right while sitting or standing; 7. place arms above, at. and below shoulder height: 8. coordinate eye, hand, and foot movements to ❑perate a vehicle. Licenses/Certifica.1ons License OL Oriv Lic Date Written/Revised 03/15/99 FLSA Exemption PROF Professional exemption Texas Operator's license r- -i5- DK412 City of Lubbock Page Number 5 Job Descriptions Dare 3/21/05 Job (D . . . . . U201 Occup Employment Code Occup Cat 15-1051 Computer Systems Analysts User Support Analyst Continued 080412 City of Lubbock page Number 2 Job Descriptions Date 3/21/05 Job ID . . . . . S427 Sr Bookkeeper Pay Class / Freq . . . S / B Job Group. . . . CLER Clerical Pay Grade/Step . . . . C05 / Benefit Group. . NCSL NON CIVIL SERVICE EMPLOYEES FLSA Exempt Y/N. N Union Code . . . Evaluation Nethod CL EEO Job Cat. . . 006 Office and Clerical Evaluation Date. . . . 03/02/98 Workers Comp . . 8810 / Clerical Office Evaluation Points. . . 322 General Summary Coordinates and participates in the work of employees engaged in verifying and recording details or various financial transactions. Coordinates and assists in processing payment to vendors. Machines and equipment used are a computer. standard office equipment. and a microfilm reader. Performs job cuties in a way that promotes a positive image of the City organization and the department; demonstrates effective interpersonal skills and delivers exemplary customer service. Principal Duties It is an essential function of this classification to report to work at the assigned time ready to work the regularly scheduled hours. The following is intended to be descriptive of the principal duties of a class of positions. A specific position may: 1. Coordinate and participate in verifying and recording details of financial transactions involving accounts payable. accounts receivable. etc.. 2. Review computer reports of transactions and balance reports. 3. Assist in determining work procedures and expedite workflow. 4. Coorainate mail distribution of checks to vendors and interoffice distribution of checks to department. 5. Train new employees and employees in other, departments in various aspects of computer su-ftusre related to financial and accounting systems. Revieiv system documentation and attend training as necessary to develop understanding of system capabilities and procedures. 6. Handle more difficult customer relation problems and relations with vendors regarding payments. 7. Supervise the work of other clerical employees. S. Perform related duties as required. Supervisory Relationships Work requires directing. assigning work. and evaluating performance of employees. Control of Actions Work requires knowledge necessary to understand a broad range of office 37 080412 City of Lubbock Faye Murrbe- 3 Job Descriptions Date 3/21/05 Job ID . . . . . 5427 Sr Bookkeeper Continued Control of Actions procedures of moderate difficulty, work follows defined instructions and/or established work routines. May involve freedom in selection of work methods among approved routines, setting of priorities, aor sequencing of tasks with- in established schedules. Contact with Others Incumbent receives work direction from supervisor. The position has daily contact with citizens and other city employees to give and receive information relative to departmental functions. Working Conditions Incumbent works in an office environment. Education T - Completion of a high school diploma or the equivalent. Lxpericnce Three years of bookeeping, accounts payable. or closely related experience: or any combination ❑f relevant education and experience which provides the following knowledge, abilities, and skills: Knowledge of 1. Computer systems as they apply to financial transactions. 2. Bookkeeping principles and practices. 3. Office procedures involving review, verification. and processing of documents related to accounts payable. accounts receivable, and bookkeeping. Ability/Skill to: 1. Provide technical training to other employees. 080"12 City of Lubbock Page Number 4 Job Descriptions Date 3/21/05 Job ID . . . . . S427 Sr Bookkeeper Continued Ability/Skill to: 2. Make work assignments and expedite workflow. 3. Handle a variety of customer relations problems. 4. Communcate effectively with others. Physical Requirements Maintain the ability to: 1. frequently rotate upper trunk to the left or right while standing or sitting. 2. place arms above, at. or below shoulder height: 3. use hands and fingers in order to process invoices and reports. 4. frequently lift and carry up to 10 pounds. Date written/Revised ----- 7/31/96 12/22/97 Occup Employment Code Occup Cat 43-3031 Bookkeeping/Acct Clerks Appendix C Project Planning Narrative Form -Administration Submit a separate project plan narrative for each project. Use additional pages as needed. 1. Identify the State Fiscal Year for which the project is proposed. 2008 2. Describe how this proposed project will benefit Texans This program insures that uniform grant management procedures are met. 3. Provide goals and measurable objectives to address the need. a. Clearly address LSTA goals. System financial and statistical records will be maintained in such a manner as to meet audit requirements. Administrative reports will be filed in a timely manner as required by contract. System plans of service, budgets and other administrative records will be maintained in the system office in accordance with records management practices. All of these practices help to insure that funds are used to meet the LSTA goal of improving library services. b. Identify measurable objectives for this project. WTLS system staff will conduct 4 geographic meetings each year to gather input for system planning involving at least 75% of area libraries. 4. Provide estimated measures on the total and unduplicated number of libraries and staff that are expected to participate in the project. Total libraries in Estimated Total Number of Estimated Unduplicated Number of System: _50_ Libraries Participating: _NIA Libraries Participating: N/A Total library staff in Estimated Total Number of Estimated Unduplicated Number of member libraries: _217 library Staff Participating: _NIA Library Staff Participating: NIA 5. Describe the project proposed to meet this need and goals. WTLS staff will take all responsibility involved with WTLS program management, including planning, budgeting, bookkeeping, personnel management, evaluation, and reporting in consultation with the Major Resource Center Director. Four geographic meetings will be conducted to gather input from the Advisory Council, Member librarians, and lay representatives. System staff will attend business and professional meetings. Travel for the Advisory Council will include council meetings and the System Leadership Conference. WTLS personnel will enter requisitions into the City of Lubbock's central data processing system, enabling personnel to monitor the status of accounts in all phases of the transactions. WTLS will be charged a fee for service on computer equipment, software upgrades for System -owned microcomputers, and assistance with operating problems 6. Provide justification for planned expenses for this project. These expenses should match the expenses listed on the Project Budget Plan (Appendix F). Justification for these expenses must be provided in the Project Planning Narrative. Staff: Staff time is necessary to prepare reports, plans and budgets and for personnel management. The Coordinator will devote 45% of her time to these activities. The Assistant Coordinator prepares monthly and quarterly statistical reports and assists with planning. This requires 15% of her time. The Senior Book keeper maintains financial records including personnel time sheets. This requires approximately 5 hours per week. Travel: Travel to professional meetings for system staff and advisory council members. Supplies: Office supplies and postage. Contractual: Fees are required for data processing and the photocopier lease. Other: Fees for equipment maintenance. —21.— System: Project: Total budget for Texas State Library and Archives Commission Administration Staff responsible for Grant $98,570.00 Plan FY2008 Coordinator, Assistant Coordinator, Senior Bookkeeper SECTION A _P:ERSONNEL Position Title Percent of time allocated to project Salary Fringe Coordinator 45.00% $27,486.00 $10,432.00 Assistant Coordinator 15,00% $6,468.00 $2,610.00 Senior Bookkeeper 50,00% $17,190.00 $7,770.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Total Personnel Expenses 110.00% $51,144.00 $20,812.00 SECTION B CONTRACTUAL Vendor/Service Cost Photocopier lease $1,350.00 Data processing $4,500.00 $0.00 $0.00 $0.00 Total Contractual Expenses $5,850.00 SECTION C: SUPPLIES Type Cost Office supplies $1,500.00 Postage $800.00 $0.00 $0.00 $0.00 $0.00 Total Supplies Expenses $2,300.00 SECTION. D TRAVEL Purpose Cost Travel $9,100.00 $0.00 $0.00 $0.00 $0.00 Total Travel Expenses $4 100.00 SECTION E: EQUIPMENT Type Cost $0.00 $0.00 $0.00 $0.00 $0.00 Total Equipment Expenses $0.00 SECTION F: OTHER Other Expense Specify Type) Cost Maintenance $1,200.00 Indirect costs $8,164.00 $0.00 $0.00 $0.00 Total Other Expenses $9,364.00 Total Expenses for Project (Sections A-F) $98,570.00 -23- Appendix C Project Planning Narrative Form -Consulting Submit a separate project plan narrative for each project. Use additional pages as needed. 1. Identify the State Fiscal Year for which the project is proposed. 2008 2. Describe how this proposed project will benefit Texans The quality of library services to persons served by WTLS area libraries will be enhanced through the certified competence of library staff. 3. Provide goals and measurable objectives to address the need. a. Clearly address LSTA goals. One of LSTA's purposes is to promote improvement in library services. WTLS staff will be available to area libraries, lay boards and governing bodies to answer or research library administration and service issues by on -site visit, mail, and telephone assistance. Approximate staff time committed to consulting is 40%. b. Identify measurable objectives for this project. Each library will be visited at least twice during the fiscal year. 4. Provide estimated measures on the total and unduplicated number of libraries and staff that are expected to participate in the project. Total libraries in Estimated Total Number of Estimated Unduplicated Number System: _50_ Libraries Participating: _173 of Libraries Participating: _50_ Total library staff in Estimated Total Number of Estimated Unduplicated Number member libraries: _217 library Staff Participating: 5191 of Library Staff Participating: 162 5. Describe the project proposed to meet this need and goals. Regular planned visits will be made to Member libraries to facilitate communication and to build cooperation, as well as to undertake specific consulting tasks. In addition, the professional staff will be available, on request, to provide on -site consulting services and information by mail or by phone to all area libraries. Consulting services will also be available to counties without library service. Important email messages will be immediately forwarded to all System members to keep them informed on current issues and trends. WTLS will work in cooperation with the other nine systems to build a statewide database of consulting expertise in a variety of library management areas. This database will include system staff with specific areas of knowledge and skills as well as outside consultants. _'►t1_ All system staff will be available to other systems by mail, by phone, by email or by visit as schedules permit. Since this is a cooperative effort among systems, systems will not charge professional fees for system staff services. Systems requesting consulting expertise will pay travel expenses only. 6. Provide justification for planned expenses for this project. These expenses should match the expenses listed on the Project Budget Plan (Appendix F). Justification for these expenses must be provided in the Project Planning Narrative. Staff: WTLS staff (2 FTE) are available at all times to member libraries. The coordinator devotes 40% of her time to consulting and the assistant coordinator devotes 30% of her time. The senior bookkeeper devotes 10% to consulting projects. Travel: Travel costs are for on -site visits. Supplies: Costs are for professional books and periodicals to keep system staff current on library issues and trends and subscriptions to online survey services. Other: Costs include telephone charges. —25-- Texas State Library and Archives Commission Library Systems Grant Project Budget Plan FY2008 System: Project: Consulting (Total budaet for oroiect: 1$79.278.00 (Staff responsible for pro Coordinator, Assistant Coordinator SECTION A: PERSONNEL Position Title Percent of time allocated to project Salary Fringe Coordinator 40.00% $24,432.00 $9,273.00 Assistant Coordinator 40.00% $17,248.00 $6,959.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0,00 $0.00 Total PersonnG! Expenses 80.00°! $41,680.00 $16,232:00 SECTION B: CONTRACTUAL Vendor/Service Cost Rent equipment $1,240.00 Consultants $2,000.00 $0.00 $0.00 $0.00 $0.00 Total. Contractual Expenses $3,240:00 SECTION C: SUPPLIES Type Cost Professional materials $800.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Supplies Expenses $800.00 _� SECTION D: TRAVEL Purpose Cost Travel $3,760.00 $0.00 $0.00 $0.00 $0.00 Total Travel Expenses, $3;760.00 SECTION E: EQUIPMENT Type Cost Computer replacement $2,000.00 $0.00 $0.00 $0.00 $0.00 Total Equipment Exnenceg $27000.00 SECTION F: OTHER Other Expense (Specify Type) Cost Telephone $5,000.00 Indirect costs $6,566.00 $0.00 $0.00 $0.00 Total Other Expenses $11,566.00 Total Expenses for Project (Sections A-F) $79,278.00 -27- Library System Grant Project Performance Targets and LBB Measurement Justification For each project, except for the administration project, identify to which LBB Performance Measure the target(s) belong. If one project has more than one LBB Performance Measure, use an additional form for each measure. System: West Texas Library System Project Title: Consulting State Fiscal Year: 2008 A. Please describe the method of measurement: WTLS consulting staff will maintain a consulting log detailing the library contacted, the number of contacts, the reason for the contact and the type of contact. B. Please provide justification for the measurement: This number is based on a 3 — year average of the consulting contacts with WTLS member libraries and their staffs using the actual amount in 2005 to the projected target for 2006 and 2007. C. Please identify which LBB Measure is being measured in this method and justification. Select from the three measures below: 1. Number of Books and Other Library Materials Provided to Local Libraries Target Number: Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 2. Number of Persons Provided Local Library Project -sponsored Services Target Number: Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 3. Number of Librarians Trained or Assisted in Local Libraries Target Number: 5191 Appendix C Project Planning Narrative Form -Continuing Education Submit a separate project plan narrative for each project. Use additional pages as needed. 1. Identify the State Fiscal Year for which the project is proposed. 2008 2. Describe how this proposed project will benefit Texans The quality of library services to persons served by WTLS area libraries will be enhanced through the certified competence of library staff. 3. Provide goals and measurable objectives to address the need. a. Clearly address LSTA goals. One of LSTA's purposes is to promote improvement in library services. This program will promote improved library services by providing training in all aspects of librarianship to library directors, their staffs and lay representatives. The objective is to have 80% of WTLS libraries participate in CE workshops in this biennium. The outcome is that 50% of the attendees will demonstrate increased knowledge and changes in the way they run their libraries as measured by post workshop tests and follow-up surveys. b. Identify measurable objectives for this project. Immediate Librarians demonstrate increased knowledge of accepted library practices. Intermediate Librarians are able to maintain their increased skill level Long Term Library patrons demonstrate increased satisfaction in their local library. Local officials appreciate and understand the benefits to the community of having a library. 4. Provide estimated measures on the total and unduplicated number of libraries and staff that are expected to participate in the project. Total libraries in Estimated Total Number of (Estimated Unduplicated Number of System: _50_ Libraries Participating: _250 (Libraries Participating: 48 Total library staff in Estimated Total Number of Estimated Unduplicated Number of member libraries: _217 library Staff Participating: _285 Library Staff Participating: 55 5. Describe the project proposed to meet this need and goals. WTLS staff will design and present continuing education workshops and make arrangements for outside speakers to present workshops related to all aspects of library administration. At least half (50%) of the workshops presented or sponsored by WTLS will relate the public library standards. WTLS will plan, promote and conduct or host workshops for librarians, staff and lay people. WTLS will develop on -site workshops. These workshops will be tailored to a specific library environment and be presented to a small number of participants. A short workshop will be conducted in the afternoon of the two System meetings held each year. System Membership will continue to recommend workshop topics. 6. Provide justification for planned expenses for this project. These expenses should match the expenses listed on the Project Budget Plan (Appendix F). Justification for these expenses must be provided in the Project Planning Narrative. Staff -- Staff time is necessary to prepare workshops and identify and contract with potential workshop presenters. The Assistant Coordinator is primarily responsible for planning and/or presenting the workshops and will devote 25% of her time to this project. The Coordinator will assist and devote 5% of her time to this project. Travel -- Travel costs are for staff travel to multiple workshop sites. Supplies -- Supply costs are for general office supplies such as paper and photocopying among others. Contractual -- Contractual costs are for outside speaker's travel, accommodations, meals and workshop preparation. Other — NIA —3(Y System: Project: Total budget for Texas State Library and Archives Commission Systems Grant Protect Budqet Plan FY2008 Continuing Education Staff responsible for ect: J$23,987.00 ect: JCoordinator, Assistant Coordinator SECTION A: PERSONNEL Position Title Percent of time allocated to project Salary Fringe Coordinator 5.00% $3,054.00 $1,159.00 Assistant Coordinator 12.00% $5,174.00 $2,088.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Total Personnel Expenses 17.00% $8,228.00 $3,247.00 SECTION b: CONTRACTUAL Vendor/Service Cost Photocopier lease $1,350.00 Workshop presenters $8,000.00 $0.00 $0.00 $0.00 $0.00 Total Contractual Expenses $9,350.00 SECTION C: SUPPLIES Type Cost Office supplies $100.00 Posts a $75.00 $0.00 $0.00 $0.00 $0.00 Total Supplies Expenses $175.00 SECTION D: TRAVEL Purpose Cost Travel $1,000.00 $0.00 $0.00 $0.00 $0.00 Total Travel Expenses $1,000.00 SECTION E: EQUIPMENT Type Cost $0.00 $0.00 $0.00 $0.00 $0.00 Total Eqjuipment Expenses $0.00 SECTION F: OTHER Other Expense S eci Type) Cost Indirect costs $1,987.00 $0.00 $0.00 $0.00 $0.00 Total Other Expenses $1,987.00 Total Expenses for Project (Sections A-F) $23,987.00 _3?_ Library Svstem Grant Project Performance Targets and LBB Measurement Justification For each project, except for the administration project, identify to which LBB Performance Measure the target(s) belong. If one project has more than one LBB Performance Measure, use an additional form for each measure. System: West Texas Library -System Project Title: Continuing Education State Fiscal Year: 2008 A. Please describe the method of measurement: 1. WTLS continuing education staff will tally the number of workshop packets distributed at each workshop. WTLS continuing education staff will tally sign -in sheets from each workshop. B. Please provide justification for the measurement: 1. One workshop packet will be distributed to each participant. This number is based on the average attendance at WTLS workshops. WTLS plans to conduct 4 major workshops in 2 locations, 3 videoconferences (1/3 credit for each one), 2 system meeting workshops, and 2 locally produced workshop in 2 locations for a total of 15 workshops. C. Please identify which LBB Measure is being measured in this method and justification. Select from the three measures below: 1. Number of Books and Other Library Materials Provided to Local Libraries Target Number: 285 Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 2. Number of Persons Provided Local Library Project -sponsored Services Target Number: -33- is the Does the target number above include electronic measures? If so, what subtotal of the electronic measures included in the target? 3. Number of Librarians Trained or Assisted in Local Libraries Target Number: 285 -34- ZVI MusP` INS TITUTEofMUSEUMandLIBRARYSERVICES 1100 Pennsylvania Avenue, NW � Washington, DC 20506 3http:J/www.imis.gov or imisinfo@imis.gov 4418 R NiO 0IW ' � .Ek-c c..__ ... A: .. P ... y., 3 West Texas Library System Continuing Education Program lMnWot participants, ":program) Texas Legislature Texas State Library (TSLAC), Director and Commissioners Institute of Museum and Library Services (IMLS) TSLAC Library Development Division (LD) Director, Systems Administrator and Continuing Education (CE) Consultants Regional Library Systems (RLS) Coordinators and staff TLA Library Directors and staff Workshop participants (i.e. library staff Number of librarians trained or assisted; Instructional and informational materials provided; Persons trained Workshop evaluation Curriculum that meets continuing education needs of librarians Quality of CE programs Outcomes that benefit libraries and library patrons Satisfaction of CE participants Cost and time requirements for staff to attend Will continuing education credits be provided? et! ld+ t i�td lilry y u� l� It ve the p► igrai is ur e� iaF lnfornn n 11 1'e�rlft yow It ve t eeded tcdd aatdk sirn#l�er an ttte prvgriim t rleeeded a E1100 , research, exisbrt k l t rishc'or ability, creed rte r - attdielyC. txtrnmurttcetttank Eighty-six per cent of the directors of our member input/requests provided by librarians libraries are not required to hold an MLS from an ALA accredited university according to minimum Surveys of librarians criteria for system membership. Workshop and conference evaluations Input from TSL staff and Regional Library staff Texas Library Systems Act and Rules for Administering the Library Systems Act Texas _z _ Government Code: TSLAC General Powers & Duties Program Purpose (WeA6 what, for whore, for what outcomes) What outcome($) swve,` Increased knowledge and skills in area librarians and increase in their :.want? confidence in their ability to effectively serve their clients. For=whom? Area library directors and staff W. ftet 11 we dta•#b Develop and/or coordinate continuing education programs such as pr+da� workshops, seminars, etc. on all aspects of librarianship. Prt grata �lcttivltte i� t K y mars g irtt t or Program r, If ia {t * e nt#, prgducts; or edmini�itive ed# �rnib6ks ,needed to mako the services your? audleric wiU +sxpen nc�, partic#pate ln, programapper)' or u_se to gala the intended outcome} o Develop Curriculum and Materials o Workshops on all aspects of library services o Copy Handouts o Handouts o Collate packets o Web -Based Follow-up Support o Develop, copy, and distribute announcements o Consulting o Develop Online Registration o Logistics (Coordinate with others to plan locations, Reserve Meeting Rooms, Develop schedules, registration, equipment, etc.) o Make Travel Arrangements (hotel, airline reservations, transportation, travel documentation, etc.) o Plan program evaluation inputs (Materials; supplies, staff, bulldin g, or other resources needed: to support the program): o Consultants o Contract Presenters o Administrative Support Staff o Web Site for Registration and information o Curriculum Development o Handouts/Packets o Computers o Software o Facilities o Budget for Continuing Education o Presentation equipment and supplies Outputs (Quantities of things that represent program prodtictivity;.e.. number of products; evdhts;:or services provided; number of participmts or users) o # of informational items and instructional manuals distributed o # of librarians trained o Grant programs report performance targets of outputs on Uniform Statistical Report Target F+a uls10 ' 1Aud1eeoe (e g middle; school Audi )mpa t the studlbhts, uist tall challenged: adults; �urel teen su+ cess old your pro grain e,g. ag 3; i tecests, 2 _36_ aT.Ct,�i#oral patet�ta E rtcirrrrs, -Ingugpk`'sicl cliai`l$,'. income, mob�lltyj Area Library Directors and Staff' o All ages o Mostly female o Degreed and non-degreed o Professional and non-professional o Employed by all types of libraries, including public, academic, school, and special o Varying funding sources, including City, county, school district, corporate o Varying responsibilities within the library setting, including administrative, support, technical, reference, circulation, youth services o Varying levels of technological knowledge o Serve communities in large and small towns o Work in large and small libraries o Serve clients of all socio-economic levels o Rural and Urban o Culturally diverse o Regionally diverse o Value knowledge i#arm�icllate Librarians are able to maintain their # and % who successfully complete post test of to 1 year increased skill level after attending workshops after ptPle#,crr lori '' Library patrons demonstrate increased % increase in new patron cards issued over 3 marear satisfaction in their local library, years. ,one 'yew. efter Local officials appreciate and % increase in local contributions to the ndivid' i} :< :;;' understand the benefits to the library's budget. par3ii�� community of having a library. C -37- Appendix C Project Planning Narrative Form -Targeted Services Submit a separate project plan narrative for each project. Use additional pages as needed. 1. Identify the State Fiscal Year for which the project is proposed. 2008 2. Describe how this proposed project will benefit Texans Project 1: WTLS will specifically target the elderly, disabled and rural populations by providing packets of audio tapes/CDs that will be rotated among participating Member Iibraries and branches on a bimonthly basis. Participation in this circuit arrangement will be voluntary. WTLS will purchase and add new audiotapes to the existing packets on a regular basis. WTLS will also purchase downloadable books so that Member libraries have the option to offer this service to their patrons as well. Project 2: WTLS will sponsor meetings bringing together existing literacy groups, public libraries, schools, community colleges and other partners to address literacy and ESL needs in our area. These meetings will establish existing levels and areas of service, identify areas for improvement and expansion, identify available expertise and resources, identify best practices and identify ways that all parties can contribute to raising literacy in our area. Project 3: In 2008, WTLS staff will investigate the various Z39.50 server products to identify the most cost effective solution for `uplifting' our libraries into the Library of Texas starting in 2009. This project, in effect, creates a virtual union catalog for our members and enables the citizens of their communities to search just the libraries closest to them, the entire WTLS area or the state of Texas and the TexShare databases from one interface. 3. Provide goals and measurable objectives to address the need. a. Clearly address LSTA goals. This program addresses the following LSTA goals: Developing public and private partnerships with other agencies and community based organizations. Targeting library services to individuals with disabilities. Targeting library services to individuals with limited functional literacy or information skills. Targeting library services to persons having difficulty using a library and to underserved rural communities. Expanding services for learning and access to information and educational resources in a variety of formats, in all types of libraries, for individuals of all ages. Providing electronic linkages among libraries b. Identify measurable objectives for this project. Formation of an area wide coalition for literacy. Increase the number of WTLS counties providing literacy services to their residents from 38% to 43%. Increase the number of students in area literacy programs by 5%. 70% of WTLS member libraries and branches participate in the targeted services program. Intermediate Elderly patrons are subjectively happier and more informed. Patrons with vision problems or physical limitations have access to information in a format they can use. Patrons participating in ESL or literacy classes have increased knowledge of the English language. Long Term ESL/Literacy participants will continue to increase the knowledge of and comfort level in communicating in English. Elderly patrons suffer less depression and isolation because they have access to information and entertainment through the library. Local officials appreciate and understand the benefits of having a library. More community members use library. 4. Provide estimated measures on the total and unduplicated number of libraries and staff that are expected to participate in the project. Total libraries in Estimated Total Number of Estimated Unduplicated Number of System: _50_ Libraries Participating: _428 Libraries Participating: 32 Total library staff in Estimated Total Number of Estimated Unduplicated Number of member libraries: 217 library Staff Participating: _455 Library Staff Participating: 155 5. Describe the project proposed to meet this need and goals. WTLS will specifically target the elderly, disabled and rural populations by providing packets of audio tapes/CDs that will be rotated among participating Member libraries and branches on a bimonthly basis. Participation in this circuit arrangement will be voluntary. WTLS will purchase and add new audiotapes to the existing packets on a regular basis. WTLS will also purchase downloadable books so that Member libraries have the option to offer this service to their patrons as well. 6. Provide justification for planned expenses for this project. These expenses should match the expenses listed on the Project Budget Plan (Appendix F). Justification for these expenses must be provided in the Project Planning Narrative. Staff: Approximately 70% of the Senior Bookkeeper's time is spent coordinating the audio circuit, paying invoices and keeping track of expenditures. The Coordinator and Assistant Coordinator will spend approximately 10% of their time on this project assisting in all phases. Supplies: Costs are for audio books, computer, postage and office supplies. Travel: Costs are for trips to meetings Contractual: Literacy coordinator Other: N/A Questions #7 and #8 are applicable only if proposed project — do not answer for Administration, Consulting, or Continuing Education projects 7. Explain why this is a priority use of System funds based on the needs of Texans. A stated purpose of LSTA is "targeting library services to individuals with limited functional literacy or information skills and to persons having difficulty using a UJI library and to under -served urban and rural communities including children (from birth to age 17) from families with incomes below the poverty line." Data from the 2000 census indicates that the population of the 29 counties covered by WTLS is; 21 % rural 19% disabled 12% are over 65 28% under the age of 18 30% speak a language other than English at home 18% are individuals living below the poverty level. 28% don't have a high school diploma or GED The TSLAC LSTA Five Year Plan FY 2003-2007 states that 51% of Texans are at level 1 or 2 of functional literacy. A survey of WTLS libraries and communities revealed that currently, only I 1 communities in our area have literacy programs. This means that over 60% of our counties aren't providing literacy services to their citizens. One of the needs addressed in the TSLAC LSTA Five Year Plan FY2003-2007 is that Texans need and deserve access to high quality, reliable information and they need to be able to utilize this information. This program places useable materials and information directly into the hands of persons who are visually -impaired, elderly, learning English as a second language or need to upgrade their literacy skills. 8. Explain how the need was determined. The need for this program is based on an analysis of census data, review of community SWOT analyses, and member surveys. -l�1- System Project: Texas State Library and Archives Commission Library Svstems Grant Proiect Budaet Plan FY2008 Targeted Services Total budget for project: Staff responsible for project $146,137.00 Coord., Assist. Coord., Sr. Bookkeeper, User Support Anal SECTION A: PERSONNEL Position Title Percent of time allocated to project Salary Fringe Coordinator 10.00% $6,108.00 $2,318.00 Assistant Coordinator 33.00% $14,229.00 $5,741.00 Senior Bookkeeper 50.00% $17,190.00 $7,770.00 User Support Analyst 25.00% $17,223.00 $6,108.00 0.00% $0.00 $0,00 Total Personnel Expenses 11R.00% $54 75n,nn $21,937.00 SECTION B: CO ITRACTUAL Vendor/Service Cost Rent equipment $3,800.00 Professional services $12,047.00 $0.00 $0.00 $0.00 $0.00 Total Contractual Expenses $15,847.00 SECTION C: SUPPLIES Type Cost Office supplies $2,500.00 Postage $5,000.00 Audio books $30,000.00 $0.00 $0.00 $0.00 Total Supplies Expenses $37,500.00 -42- SECTION D: TRAVEL Purpose Cost Travel $3,700.00 $0.00 $0.00 $0.00 $0.00 Total Travel Expenses $3 700.00 SECTION E: EQUIPMENT Type Cost $0.00 $0.00 $0.00 $0.00 $0.00 Total Enilirment Expenses $0.00 SECTION F: OTHER Other Expense (Specify Type) Cost Telephone $300.00 Indirect costs $12,103.00 $0.00 $0.00 $0.00 Total Other Expenses $12,403.00 Total Expenses for Project (Sections A-F) $146,137.00 -143- Library System Grant Project Performance Targets and LBB Measurement Justification For each project, except for the administration project, identify to which LBB Performance Measure the target(s) belong. If one project has more than one LBB Performance Measure, use an additional form for each measure. System: West Texas Library System Project Title: Targeted Services (1) State Fiscal Year: 2008 A. Please describe the method of measurement: 1. WTLS will tally the number of audio books purchased by counting the numbers on invoices received for payment and will record the number of downloadable audio books patrons have access to. 2. WTLS libraries will report audio book circulation statistics to WTLS staff each month. B. Please provide justification for the measurement: 1. WTLS staff calculated a unit cost per audio book based on current costs. The allocated budget for audio books was then divided by the unit cost. No inflation factor was factored in due to the fluctuating market. 2. WTLS staff expects the audio book circulation to remain approximately the same as FY2006. Although the trend has been downward, the addition of new titles should result in a stable circulation statistic./ C. Please identify which LBB Measure is being measured in this method and justification. Select from the three measures below: 1. Number of Books and Other Library Materials Provided to Local Libraries Target Number: 431 Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 2. Number of Persons Provided Local Library Project -sponsored Services Target Number: 6945 Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 3. Number of Librarians Trained or Assisted in Local Libraries Target Number: -44- Library System Grant Project Performance Targets and LBB Measurement Justification For each project, except for the administration project, identify to which LBB Performance Measure the target(s) belong. If one project has more than one LBB Performance Measure, use an additional form for each measure. System:_ West Texas Library System Project Title: Targeted Services (2) State Fiscal Year: 2008 A. Please describe the method of measurement: WTLS literacy coordinator will maintain a consulting log detailing the agency contacted, the number of contacts, the reason for the contact and the type of contact. B. Please provide justification for the measurement: This number was based on the current number of literacy providers and community colleges and the projected number of contacts needed to conduct the program. C. Please identify which LBB Measure is being measured in this method and justification. Select from the three measures below: 1. Number of Books and Other Library Materials Provided to Local Libraries Target Number: Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 2. Number of Persons Provided Local Library Project -sponsored Services Target Number: Does the target number above include electronic measures? If so, what is the subtotal of the electronic measures included in the target? 3. Number of Librarians Trained or Assisted in Local Libraries Target Number: 200 w INS TITUTEofMUSEUMandLIBRARYSERVICES 1100 Pennsylvania Avenue, NW , .ri Washington, DC 20506 yti http://www.imis.gov or unlsinfo@imis.gov �4,L 18 R Nab 'rani�florr Ptame West Texas Library System �rt>'jee1�'I��ttrit+� 3 ; Targeted Services Program #+a«a>`le..psf the mt+ic pritrrts The mission of the West Texas Library System (WTLS) is to provide leadership through training and support, to facilitate cooperation and communication among our member libraries, and to enhance local library resources and services. rti d �e rxt libties tt l i % efino the m�Pi" 1nYorntatitt7 't t w I froiva11he3Ii;� ON g r ti tl Cag�atnvvalir tt resatlt , e g co� the pro pre�tntz f l ixyt©t ply ate tg thr) Persons served Texas Legislature Texas State Library (TSLAC), Director and Benefits to community Commissioners Impact of dollars spent Institute of Museum and Library Services (IMLS) Benefits to library and community TSLAC Library Development Division (LD) Proper use of tax payer funds Director, Systems Administrator More funding Regional Library Systems (RLS) Fewer restrictions on spending Coordinators and staff Social avenues and ways to decrease isolation Tax payers Stimulation to keep their minds sharp Librarians Basic skills Local communities Ways to increase proficiency Ability to help their children learn Job training lV r d lderrtllfieti i 1 Vltyy u beli+e�re fiht 'plryp9ram 1s 'i ftw, Irtirsrmataorr (1I"Ult l? lfildell y I h Y f iat tteetled--e g tcs ddr a � l cieT str�rt : laen an ft ptoii itl is l ed, < 5 a "WOO. res�earcF�, Ilsting char acteristto or ability, cr li =31 It +t ; �udiertt csymt er urtl flgn, l+drMedej =t�ondition) _ Eighty-two per cent of WTLS libraries are in rural o Requests by local librarians counties. Twenty-four per cent have materials budgets of o Surveys of librarians $2500 or less. According to 2000 census data, 18% of the population of WTLS counties lives below poverty. This is o Staff knowledge of the area and area vendors 3% higher than the percentage across the state. Thirty per o 2000 census data cent of our population, which is in line with statewide percentage, speaks a language other than English at home. Twenty one per cent live in rural areas. The state percentage is 18%. Twelve per cent of our population is over 65 (compared to 10% across the state). Studies show that reading for pleasure decreases loneliness in the elderly and provides stimulation to keep their minds sharp. People for whom English is a second language use pleasure reading to sharpen their language skills. Limited resources in our rural, agricultural area prevent the purchase of adequate materials to meet the requirements of library users. Many of the small towns lack access to the recreational venues that larger cities have such as bookstores, video stores and movie theaters. For many of these towns, the library is the only "entertainment destination" available. Access to the information in other library catalogs, online databases and the Internet greatly expands small library's abilities to meet their patron's needs but small towns often have difficulties finding and affording technical help. Frog m .0 poke (WO do what, for:vrhom, for what outcome) Wh o Residents in rurally isolated areas are connected to the larger world in spite of want? limited local resources. Elderly residents have access to resources that improve their quality of life. People with limited English speaking ability have resources to enable them to overcome language barriers. Children in poor, rural communities have access to resources for life long learning and pleasure. :For W11 1141? o To the communities of WTLS member libraries V1iMel~ W 11 W6* to o WTLS provides resources and expertise to help local Iibraries offer online access pt}odUt±sfhatn7' to information as well as materials and programs directed towards senior citizens, non -English speaking patrons and children. Pia►jmc V-St. Me L#syanagrrtent,oc Program Senn#oes#st (CCey events, i�roacts; or aarriir►#8trative a sltasM needed fo irhake the: services your b6diend& Mt':ex rienc , { t apate in, program hpper�)'' rrr use to gailt` the r►ten[itcf t�utc©me ) o Negotiate discounts with vendors o Web access to local catalogs o Select audio tapes for circuit o Audio book circuit program o Prepare and mail circuit packets o Reliable Internet access in local libraries o Prepare and maintain websites o Access to online databases for current information o Prepare technology plans o Children's programs o Track budgets o Videos and downloadable audio books o Pay invoices o Improved information access o Write grants o Local access to current topics and titles o Plan programs o Literacy programs o Partner with literacy organizations and community colleges o Install upgrade to automation systems [nputs (Me.terials, supplies, staff, building, or other resources needed to support the program) -47- o Consultants with expertise Q Librarians with local knowledge and expertise o Dollars o Library materials vendors offering discounts o ISP's o Websites o Computer hardware o Computer software o Invoice payment procedures . .. utt ► t� ( ?t t of tltat roc ttx?itj . 8 j ,uuanbeic prc r rtrl s Est pm . . gidedtumr'r►f parttxpxxits;or users}> a Number of websites developed o Number of websites hosted o Number of participants in audio circuit program o Number of audio books circulated to area library patrons o Number of people at library events o Number of reference questions answered o Number of literacy contacts made pr�ttm�iJ"dWik (e 8, middy=sehhtrctl ; Au ti nce c6 "Al k6s that lW& tmpad #h+ stuc9enis, vts a 11 nnged aclulta; rural teen gazents} suee ul O your 0' r(4<g a�e,:;jupt ats,rt»tiltural no+d+w, il�f R' Rl �`i i i ESr 11� OM04. IriO�?l�lty3 Residents in counties served by WTLS libraries who: hued transportation options Have limited English speaking skills Inability to use English effectively Are rurally isolated Are elderly Cultural barriers Have limited vision or other physical limitations Physical limitations Children needing help in school tau cnrne to ended Outcomes (C es in skrll,: IncLcator's (ztie�sures yc►� vvill`:use to.. undirrs#anrl; edgy; att�tud } beba v or, l cundrtiiin or the extent to ve tch o 606. i s ann frtlirt8 status} indicator "St&ik S,il�T an outc*o `rarg}9'„d as ►r i f r"iy a}t aateFir s cr v�me� r ahtz i,� far r ia7nei is Who yr yacht �y }� +'Rli `Q ii i'�'$ �' p, ro tt4 1:?%i�ili `L},% 7iid+��r'i 16rS'�fX6W, ''e tt L _ 6 patctrt ct>R-Oxen, #,R nre;prtce keeper that rc'l�reaen#,the �autr cpatircxri arixser iv%► r' e u r ,OpeeifP tu`»terical i ctir�Es u�fli h c rasen rrnder "fit ' :f%er7ang age maybe %nitjiec*e afrjeciive deniirrsir+xtiorr of learning in ern ��rnttitev. , . ImOMM6 Elderly patrons are subjectively # and % of elderly patrons who indicate a sense happier and more informed. of well being on a survey pr3e0or # and % of patrons using electronic networks p•xtctpn Patrons with vision problems or who report an increase in the ability to find the physical limitations have access to information they need. information in a format they can use. # and % of ESL/Literacy program participants Patrons participating in ESL or literacy whose literacy scores improve. ` classes have increased knowledge of # and % of children demonstrating the ability to the English language. use the library Children have access to information resources not available at the schools. Patrons have access to materials beyond their local community. 3iitet�dNe iiAft ESL/Literacy participants will continue # and % of literacy participants whose l y� rar to increase the knowledge of and literacy scores show sustained or improved "ect or l comfort level in communicating in achievement. it e i I s English �i�tpation) Elderly patrons suffer less depression # and % of elderly patrons who indicate a sense and isolation because they have access of well being on a survey. to information and entertainment through the library Elderly patrons feel more comfortable # and % of patrons using electronic networks using electronic networks for who report an increase in the ability to find the information gathering information they need. # and % who successfully complete summer Children demonstrate no loss of reading program reading skills over the summer months L,obg-tor y .- Local officials appreciate and % increase in local contribution to library's ► understand the benefits of having a budget. hb % increase in patron cards issued over 3 .:... ':: More community members use library. years. -49- WEST TEXAS LIBRARY SYSTEM 1306 9TH STREET LUBBOCK, TEXAS 79401 PHONE NUMBER: 806/775-2858 TO: Member LAmee ns FROM: NancyaJ'\k'k" t RE: Geographngs a Policies I1 workshops FAX NUMBER: 806/775-2856 DATE: February 2, 2007 We are holding the Geographic meetings in conjunction with the Policies lI workshop in an attempt to lessen the demands on librarian's time. The Policies II workshop covers policies on Administration issues and Facilities. Lay Representatives will have an interest in these topics, as well as the librarians. The workshop will begin at 9:30 and should end before noon. The Geographic meetings will be held from approximately l :00 — 3:00 depending upon how long lunch takes. I have included an article in your mail -out by Ethel Himmel & Bill Wilson who did the Public Library Development Study on the future of library systems for your information. I have also included a copy of the first draft of possible new System funding forniulas. Please review when you can. See you at the meetings!!!!! WEST TEXAS LIBRARY SYSTEM February 8, 2007 — Odessa February 13, 2007 — Plainview February 15, 2007 — Tahoka Geographic Meetings (in conjunction with Policies II workshop) 1:00 — 3:00 AGENDA I. Call to Order II. Review of community needs III. Review of Biennial Budget proposals IV. Discussion of future projects V. Proposed budget and new System Funding Formulas VI. Announcements VII. Adjournment Print View Page 1 of 1 From: "Deborah Littrell" <dlittrel@tsl.state.tx.us> "Alice Nixon (E-mail)" <anixon@stls.lib.tx.us>, "Barbara Valle (E-mail)" <vallebk@elpasotexas.gov>, "Debra Gibson (E-mail)" <dgibson@netls.org>, "Elizabeth Swan (E-mail)" <elizabeth.swan@cityofhouston.net>, "John Pecoraro To: (E-mail)" <john.pecoraro@abilenetx.com>, "Kathryn Sturtz (E-mail)" <ksturtz@sanantonio.gov>, "Lynne Handy (E-mail)" <Ihandy@ntrls.org>, "Marsha Barker" <marsha.barker@amarillolibrary.org>, "Meller Langford (E- mail)"<meller.langford@cityofhouston.net>, "Nancy Hill (E-mail)" <nhill@mail.ci.lubbock.tx.us>, "Pat Tuohy (E-mail)" <pat2e@ctls.net> CC: "Christopher Jowaisas" <cjowaisas@tsl.state. tx.us>, "Edward Seidenberg" <edw@tsl.state.tx. us> Date: Thursday - January 25, 2007 4:13 PM Subject: Library Systems Act Advisory Board meeting Monday Coordinators: I want to remind you there is an LSA Board meeting Monday. Attached please find the agenda. Obviously I think you will be especially interested in agenda item 7. I've also attached the Board packet handouts on this topic. Please let me know if you have any questions. I want to emphasize that this will be an open process, involving the library community and the coordinators. The process outlined in the attachment is a proposed process; the Board has not reviewed it yet. Also, the formula examples are just that; examples of possible variations. It is not an exhaustive list of examples by any means; it is just a start. <<Agenda for posting 107.doc>> <<12907 System formula factsheet.doc>> <<12907 system formula attachment.doc>> <<12907 System Formula Examples FY08- 09.pdf>> Deborah Littrell Director, Library Development division Texas State Library and Archives Commission PO Box 12927 Austin, TX 78711-2927 512-463-5456 512-463-8800 fax deborah.littrell@tsl.state.tx.us , http://mail.ei.lubbock.tx.uslgwlwebacc'?User.conte� qu2kx4Scdmh8oh4Jid&Item.dni=397... 2/2/2007 F System Funding Formula Timeline and Process Timeline: Rule making process: A rule must be proposed to the commission, approved by the commission for posting for a 30 day comment period, taken back to the commission for approval (either as proposed or modified slightly to reflect comments received). If the proposed rule taken for approval would be revised substantially then we must start the process over. Commission meetings: February 5, 2007 April 12, 2007 June 15, 2007 August 6, 2007 In order to have a rule approved in time to issue contracts and for systems to finalize planning for FY2008, a rule would ideally be approved at the June commission meeting. In order for that to happen, a rule must be proposed to the commission at the April meeting. Between January 29, 2007 and the beginning of April we must have a process to arrive at a proposed formula. Proposed process: The Library Systems Act Advisory Board has scheduled meetings: January 29, 2007 February 23, 2007 March 23, 2007 The system coordinators meet February 7, 2007. Most systems have system meetings in the next few months. Principles: The recommendation says the Board should be used in the development of a new formula. The library community should also be part of this process. The new formula is to provide flexibility but continue to ensure funding for basic system support services. January 29 — discuss process and timeline; make process/timeline decisions; distribute this information to the library community; create website with information on the process. February 7 — discuss funding scenarios with the system coordinators; solicit suggestions for consideration at the February 23 meeting. February 23 — discuss funding principles and factors, and proposed formulas; reach consensus on a proposed formula to solicit comment from the library community. Week of February 26 - Place information on the website and send an announcement to library community. Week of March 5 — conduct online survey of library community about proposed formula Week of March 12 — compile information for next Board meeting March 23 — Board recommends rule for commission meeting Week of March 26 — prepare materials for commission meeting April 12 — consideration by commission Comments may be sent directly to individual Board members or to TSLAC staff throughout the process. -5-3_ Sample System Grant Allocations Svstem Funding (based on 2004 Estimated Censusl I Scenario 11 25% 75% System Population % of Pop Equal per Capita Totals TPLS 407,748 1.8% $132,500 $72,067 $204,567 BCLS 466,070 2.1% $132,500 $82,376 $214,876 WTLS 733,922 3.3% $132,500 $129,717 $262,217 TTPLS 767,019 3.4% $132,500 $135,567 $268,067 STLS 2,090,213 9.3% $132,500 $369,435 $501,935 AALS 2,114,744 9.4% $132,500 $373.771 $506,271 CTLS 2,519,490 11.2% $132,500 $445,307 $577,807 NTRLS 2,752,990 12.2% $132,500 $486,577 $619,077 NETLS 4,569,238 20.3% $132,500 $807,590 $940,090 HALS 6,068,588 27.0% $132,500 $1,072,593 $1,205,093 Totals F 22,490,0221 loo.o%j $1,325,000 1 $3,975,000 1 $5,300,000 total grant 1 $5,300,OD0 Svstem Fundina (based on 2004 Estimated Censusl $0.177 per cap Scenario 2 50% 50% System Population % of Pop Equal per Capita Totals TPLS 407,748 1.8% $265,000 $48,045 $313,045 BCLS 466,070 2.1% $265,000 $54,917 $319,917 WTLS 733,922 3.3% $265,000 $86,478 $351,478 TTPLS 767,019 3.4% $265,000 $90,378 $355,378 STLS 21090,213 9.3% $265,000 $246,290 $511,290 AALS 2,114,744 9.4% $265,000 $249,180 $514,180 CTLS 2,519,490 11.2% $265,000 $296,872 $561 ,872 NTRLS 2,752,990 12.2% $265,000 $324,385 $589,385 NETLS 4,569,238 20.3% $265,000 $538,393 $803,393 HALS 6,068,588 27.0% $265,000 $715,062 $980,062 Totals F 22,490,0221 loo.o%j $2,650,000 1 $2,650,000 1 $5,300,000 total grant 1 $5,30D,OOD Svstem Fundina (based on 2004 Estimated Census) $0.118 per cap Scenario 3 System Population TPLS 407,748 BUS 466,070 WTLS 733,922 TTPLS 767,019 STLS 2,090,213 AALS 2,114,744 CTLS 2,519,490 NTRLS 2,752,990 NETLS 4,569,238 HALS 6,068,588 Totals 22,490,0221 67% % of Pop Equal 33% per Capita Totals 1.8% $355,100 $31,710 $386,810 2.1% $355,100 $36,245 $391,345 3.3% $355,100 $57,076 $412,176 3.4% $355,100 $59,649 $414,749 9.3% $355,100 $162,551 $517,651 9.4% $355,100 $164,459 $519,559 11.2% $355,100 $195,935 $551,035 12.2% $355,100 $214,094 $569,194 20.3% $355.100 $355,340 $710,440 27.0% $355,100 $471,941 $827,041 loo.o%j $3,551,000 1 $1,749,000 $5,300,000 total grant 1 $5,30D,D00 $0.078 per cap % of Total Range of % 3.9% 18.9% 4.1% 4.9% 5.1% 9.5% 9.6% 10.9% 11.7% 17.7% 22.7% % of Total Range of % 5.9% 12.6% 6.0% 6.6% 6.7% 9.6% 9.7% 10.6% 11.1% 15.2% 18.5% % of Total Range of % 7.3% 8.3% 7.4% 7.8% 7.8% 9.8% 9.8% 10.4% 10.7% 13.4% 15.6% -54- TSLAC: 01-25-2007 Sample System Grant Allocations Svstem Fundino (based on 20114 Estimated Censusl Scenario 4 34% 33% 33% System # of public libs % of Pop Equal per library per Capita Totals TPLS 31 1.8% $180,200 $98,045 $31,710 $309,955 BCLS 41 2.1% $180,200 S129,673 $36,245 $346,118 WTLS 35 3.3% $180,200 $110,696 $57,076 $347,972 TTPLS 16 3.4% $180,200 $50,604 $59,649 $290,453 STLS 54 9.3% $180,200 $170,788 $162,551 $513,539 AALS 46 9.4% $180,200 $145,486 $164,459 $490,145 CTLS 77 11.2% $180,200 $243,532 $195,935 $619,667 NTRLS 75 12.2% $180,200 $237,206 $214,094 $631,500 NETLS 108 20.3% $180,200 $341,577 $355,340 $877,117 HALS 70 27.0% $180,200 $221,392 $471,941 $873,533 Totals 1 5531 loo.o%j $1,802,000 $1,748,999 1 $1,749,000 $5,299,999 total grant 1 $5,300,000 Svstem Fundino (based on 2004 Estimated Censusl $3,163 per lib Scenario 5 System TPLS BCLS WTLS TTPLS STLS AALS CTLS NTRLS NETLS HALS Totals F Population 407,748 466,070 733,922 767,019 2,090,213 2,114,744 2,519,490 2,752,990 4,569,238 6,068,588 22,490,0221 % of Pop 1.8% 2.1% 3.3% 3.4% 9.3% 9.4% 11.2% 12.2% 20.3% 27.0% 1oo.o% 1 Fixed Equal $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $2,500,000 1 100% per Capita $54,051 $61,782 $97,288 $101,675 $277,076 $280,328 $333,981 $364,933 $605,693 $804,445 $2,981,252 Totals $304,051 $311,782 $347,288 $351,675 $527,076 $530,328 $583,981 $614,933 $855,693 $1,054,445 $5,481,252 total grant 1 $5,300,000 $0.133 per cap % of Total 5.7% 5.9% 6.6% 6.6% 9.9% 10.0% 11.0% 11.6% 16.1 % 19.9% % of Total 5.8% 6.5% 6.6% 5.5% 9.7% 9.20 11.7% 11.9% 16.5% 16.5% Range of % 14.2% Range of % 11.0% -135- TSLAC: 01-25-2007 Whither Goest Library Systems and Cooperatives: Will They Wither or Weather the Storm? by Ethel Hummel and Bill Wilson (Ethel Himmel & BiII Wilson are consultants who help all types of libraries with their planning, technology, management and building needs. neg are located in Milton, Wisconsin.) What does the future hold for library systems and cooperatives? Will systems and cooperatives remain essential to the health and well being of libraries in the 21st century, or will they be seen as remnants of bygone era? Will the systems and cooperatives that have dissolved in recent years rise again as some other kind of consortia or regional associations of libraries, or will they be soon forgotten? It appears that whether they'll wither or weather the storm is very uncertain. While both federated public library systems and multitype library cooperatives remain strong in some states, they are dying or have died in others. Regional systems have disappeared in states as diverse as Colorado and Connecticut. Ohio's cooperatives will soon cease to exist in their current form and will be replaced by four dramatically different regional entities. It is legitimate to ask whether this reduction in the number of regional entities represents progress or if the closures signal a deterioration of a support network that will negatively impact the delivery of library and information services to end users. The big picture is unclear at this time. However, a few things are certain. The demise of many systems and cooperatives has had little to do with the quality of their management or services. Some of the entities that have disappeared probably deserved their fate. They had become irrelevant to all or most of their member libraries. However, other systems and cooperatives were simply caught in the political crossfire. They were important agencies that provided valued services, but they were unable to weather the storm of the anti -taxation mood that has swept across the nation. For example, the wholesale elimination of Colorado's regional systems had far less to do with the value of the services they offered than it had to do with budget constraints and the politically charged rhetoric related to the so called Taxpayers' Bill of Rights (TABOR). While the effectiveness and strength of Colorado's regional systems varied somewhat, overall, they played an important role that had a positive effect on the quality of library and information services offered in that state. In both Connecticut and Ohio, systems and cooperatives suffered, at least in part, from a lack of a unified mission. Although some individual entities performed well, as a group within their respective states, systems and cooperatives lacked a shared purpose that was clearly understood by those responsible for allocating funds, In their efforts to respond to local member needs or to carve out a unique niche, they devolved into a mixture of unrelated organizations increasingly misunderstood by public officials, and sometimes, even by their member libraries. If there is a lesson to be learned from all of this, it is that systems and cooperatives largely dependent on a common funding source must be able to project a mission that is easily comprehended by those who hold the purse strings. This presents a significant challenge. As membership organizations, federated systems and cooperatives clearly must be responsive to their members' needs. Furthermore, those needs can vary significantly based on the mix of sizes, types, and the relative financial health of their members. How can systems meet the needs of their diverse memberships and at the same time present a united front to often skeptical legislators and bureaucrats? You may recall the advice given to the Benjamin Braddock character played by Dustin Hoffman in the movie The Graduate. In this "coming of age" film, a partygoer seeking to offer some sage advice to 115 _e young Benjamin simply utters the word "Plastics." Bill Clinton was quite successful in his first run for the Presidency by constantly reminding voters, "It's the economy stupid!" If one were to seek a single word or a short phrase to advise library systems and cooperatives, it would have to be "It's the future, stupid!" The longterm viability of regional library systems and cooperatives lies in their recognizing that their core business isn't automation, continuing education, interlibrary loan, delivery service or technology support - the core business of successful systems and cooperatives is "the future." While systems and cooperatives perform a wide variety of services, system administrators and staff who get bogged down in thinking that they are about processes rather than about helping libraries meet the challenges of the future are likely to find themselves on the unemployment line. Offering quality services that are valued by member libraries is important; however, systems and cooperatives that offer services without an eye to the future simply create situations in which the weakest of libraries become dependent on the system and fail to develop and in which the strongest of libraries view system services as inconsequential. Healthy systems serve as the research and development arm of their member libraries. They act as a catalyst. They constantly challenge their members to innovate, to extend themselves and to adopt emerging best practices, regardless of whether they are found in other libraries or in the commercial sector. Unfortunately, adopting this future stance will not immunize systems and cooperatives from wholesale cuts that have little to do with the quality of library service. It does, however, increase the likelihood that a chorus of voices will be raised to counteract such actions. At the end of the day, some systems and cooperatives may wither and others may weather the storm. In the interim, those organizations that design their program of services with an eye to the future are far more likely to lift their member libraries to new heights, and to ensure users of higher quality library and information services. 116 -57- West Texas Library System Geographic Meetings February 2007 Odessa Plainview Tahoka The meetings were called to order by Nancy Hill at 1:OOpm. The first order of business was a community SWOT analysis. The results are attached. Next, the membership discussed the proposals from the 2008-2009 system plan. In addition to the required programs of consulting, continuing education and administration, system staff proposed a program called targeted services. This program is comprised of an audio circuit, a literacy initiative and a Z39.50 technology component to create a virtual union catalog for WTLS libraries. Discussion focused primarily on the addition of downloadable or MP3-based audio books. Members agreed that their users would prefer to stay with CDs. The few libraries that have adopted downloadable agree that the cost is too high for the amount of use they had. The Piayaway model for MP3-based audios doesn't fit the way most people in west Texas use the audio circuit which is primarily while traveling. Playaways require the purchase of an adapter and most members agreed their users wouldn't do that. Questions on the legality of wearing ear buds while driving also arose. The members support the literacy initiative and the Z39.50 project. Strengths Odessa Willingness to change/grow Open minded Volunteers Economy growing Strong retired middle class community New schools and hospitals New people from other places Downtown redevelopment Oil companies coming back Plainview Very supportive Know what people want Caring -58- More time in library Center of community Retirement center New senior center Young people staying Commuting couples Tahoka High employment due to oil boom Face lifts New plant Huge growth Economic development Retirement destination Entertainment Weaknesses Odessa Tied to oil Limited economic base Closed minds Living in the past Low priority of education Short-sighted Loss of population Shortage of skilled workers Good of boys `Can't' attitude Arrogance/independence Old rivalries Plainview Low tax base Bicultural language People can't read, like visual media Population moving out Lack of employment opportunities Lack of housing Lack of governmental vision Apathy Lack of ties to community Too many takers; not enough givers Lack of leaders Both parents working -59- Tahoka Lost businesses Drugs/Alcohol Taxes too low Old infrastructure Expand water, etc Apathy Loss of sense of community Too far and too close to big towns People don't want to work Lack of employment benefits offered by local businesses Illiteracy High poverty level Teen pregnancy Breakdown of family values Lack of vision No accountability Opportunities Odessa More people to reach Grow advocates Library budgets grow? Educated female judges coming in New professional population Cooperative programs with schools More youth programs Plainview Technology Training Day care Nursing home Wind power Tahoka Community events Job opportunities Living wage Educate citizens Resource center Community center = library Get commitment Volunteers Donations from new businesses Liquor sales -60- Collaboration Trends/Threats Odessa Stay the same (stagnation) Good of boys Tax base growing or shrinking Technology Apathy Selfishness (what's in it for me?) Plainview Lower population More dysfunctional people Lower education/literacy levels Growing number of children Reduced funding Rising cost of living Reduced sense of library value Tahoka Lack of education Stubbornness People flight Changes in education Apathetic leadership -5t- West Texas Library System Geographic Meetings 2007 Plainview February 13, 2007 1. Uace- r:' ,"-.ke.� / -62- 11 12 13 14 15 16 17 18 19 20 West Texas Library System Geographic Meetings 2007 Odessa February 8 2007 l -53- 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 11 12 13 14 15 16 17 18 19 20 West Texas Library System Geographic Meetings 2007 Tahoka February 20, 2007 -55- THE STATE OF TEXAS jCLVk,9_ COUNTY OF LUBBOCK Before me Alan C. Weems a Notary Public in and for Lubbock County, Texas on this day personally appeared Krista Ramirez of the Southwestern Nev -ner Corporation, publishers of the Lubbock Avalanche -Journal - Morning, and Sunday, who being by meallo "�° RgNCE AM e�y T DIry EN did dispose and say that said newspaper has run continuously for more than fifty-two weeks prior 'c gKINCT H° `;UB CE ° of / 3094- ES' Zo F0l!_OBpCK insertion of this Legal Notice USE F-1 -rc O CASE I N SEr6AC °0H S C!F E No. at Lubbock County, Texas and L ar 5�° 42.4,3 aes o° KrwO`ors Id-?sT IONS r5 OF printed copy of the Le al Notice is a true copy of the original and was printed it coNOA BDIs u N ct°U88'' A°�8 } / j PEryA IONS: s J E C T°CK Avalanche -Journal on the following dates: �, � �`t, �`-1 �� j�� j uff p kV0 y°,Sg1) /, 1 A . t Inside Sales Manager LUBBOCK AVALANCHE -JOURNAL Morris Communication Corporation NOTARY PUBLIC in and for the State of Texas ' my commission Expires 51712011 Subscribed and sworn to before me this day oflu r r o ... FORM 5r�-10 . �; •'. �t a1AN C WEEtvtg Notary Public, State of Texas ,Hy i"i,�aF "y COmmission Expires May 07, 2011