You our Piec ece of of the the Pie! e! Funding options for - - PowerPoint PPT Presentation

You

• ur Piec

ece of

• f the

the Pie! e!

Funding options for libraries

NYLA Rural Library Roundtable November 2010

TYPES YPES OF OF PUBL BLIC IC L LIB IBRARIES

Mu Municipal Lib Library ( (198) 98) Appointed T

• rustees. Funding varies

Association Li Library (326) 326) Elected or Appointed T

• rustees. Funding varies.

School D District P Public Li Library ( (181 81) Elected trustees. Funding by public vote. Special al Legi gislat ative D Distri trict P Publ blic Librar brary (4 (45) Elected T

• rustees. Funding by public vote.

Public Library System Boundaries Unserved

Legend

NYS Library tcs 5/10/02

Fun unding O g Opt ptions

• ns

Municipal Budget

• Vil

Village, t town, wn, cit ity, y, c count nty

Ref efer erendum I Item em

• Sch

chool B Ballo llot

• Municipal B

l Ballo lot

Dis istrict ct P Public lic L Lib ibrary

• With Sc

th Scho hool D Distr trict t Boun undary

• Spec

Special Leg Legislati tive

Relate ated Issu Issues

• Leg

egal al c costs ts

• Mark

Marketi eting c campai ampaign

• Relatio

ions nship ip w with m municip ipalit lity

• Long

ng R Range nge Plan

• Communit

unity s surve vey

Munic icip ipal l Funding: ding: C Conside ideratio ions ns

• Tradit

ition

• nal
• Lit

ittle e Time or ime or Effor

• rt R

Req equir ired

• Reliabl

able ( e (?)

• Munic

nicip ipal B Boa

• ard is

is Su Suppor pportive ( e (?)

• Munic

nicip ipal Boa

• ard d

dict ictates line it line items ems ( (?)

• Lib

ibrary ha has inf influ luence ce ov

• ver

er cu cuts/in increa eases (?)

Sc Schoo

• ol Ba

Ballot

• t Ref

Refer erendum

(Educat ation ion Law 259.1.a) a)

• Does n

not t re requ quire re re re-chartering

• Libr

brar ary m mai aintai tains ns s statu tatus as as Municipal or r Associati tion

• Si

Simple P e Process

• Sho

hort T Timeli meline

• Can

Can eith ther p r pre revent nt o

• r

r cau ause “ “Doubl ble-Dip Dippin ing”

• Prov
• vide

des st s stable fundin ding

• Trust

stees not s not elect cted d

– Can lea ead to to cha harg rges of “Taxati tion w witho thout R ut Repres epresenta tation”

Sc Schoo

• ol Ba

Ballot

• t Ref

Refer erendum St Step eps

1. 1. Libr brar ary Bo Board ard pas asses a a re resolution. 2. 2. Libr brar ary Bo Board ard m meets ts w with th S School Su Superintendent t to explain t the e process 3. 3. Libr brar ary Bo Board ard pre resents ts a a peti titi tion (2 (25 qu qual alified vote ters rs) th that at contai tains th the Refere rend ndum i ite tem. (Ed

• Ed. La

Law 255. 255.1) 4. 4. Public e edu duca cation

• n ca

campaign is is con condu ducted 5. 5. Refere rendum ap appears ars as as a a separate arate ite tem o

• n th

the sch school

• ol b

ballot

• t

6. 6. The V Vot

• te is

is Succe ccessf sful 7. 7. Sch chool

• ol Dist

Distric ict col collect cts t the tax

– Libr brary ap appear ars as as a a se separ arate l line on tax ax bi bills

Munic nicip ipal B Bal allot

Educ ucat ation ion Law 259.1.b. b.(1)

• Does n

not t re requ quire re re re-chartering

• Libr

brar ary m mai aintai tains ns s statu tatus as as Municipal or r Assoc ssocia iatio ion

• Simple P

Pro rocess (bu (but w t with th m more re ste teps th than S an School Bal Ballot) t)

• Sho

hort T Timeli meline

• Can

Can eith ther p r pre revent nt o

• r

r cau ause “ “Doubl ble-Dip Dippin ing”

• Prov
• vide

des st s stable fundin ding

• Trust

stees not s not elect cted d

– Can lea ead to to cha harg rges of “Taxati tion w witho thout ut Repres resen enta tation”

Munic icipa pal B Ballot

• t

St Steps eps

1. 1. Peti Petiti tion d dea eadline i is obta tained fro rom m the the Board o

• f Elec

ecti tions 2. 2. Libr brary Bo Boar ard p passe asses a a reso solution 3. 3. Li Library B Board rd meets meets w with th Town/Village Board to to ex expl plain the pro the process 4. 4. Peti Petiti tion Si Signatu tures ( (10% of the the numb umber er of votes tes c cast i t in the l the last g t gub uber ernato torial el elec ecti tion) 5. 5. Li Library B Board rd pres presents peti petiti tion to to Mun Municipal Board 6. 6. Pub Public ed educ ucati tion campa mpaign i is conducted 7. 7. Vote ta te takes es pl place a at t gen ener eral el elec ecti tion i in Novemb ember 8. 8. The V he Vote i te is Suc Successful ul 9. 9. The Mun he Municipa pality ty collects the the ta tax

WHA HAT IS T IS A PUBLIC IC L LIB IBRARY DIS ISTR TRICT ??? ???

Any Any P Publ ublic L Libr brar ary that at:

• Obt

btai ains a a subs bstan antial am amount (60% (60% o

• r

hig highe her) of

• f it

its fund ndin ing t thr hrou

• ugh a

a pu public v ic vot

• te
• Has a Boa
• ard t

tha hat is is elect elected b by elig eligib ible vot

• ter

ers wit ithin hin t the he lib library’s s ser ervice ice a area ea

Common Elements for Districts

Vote on Budget Vote on Trustees

WHY WHY CR CREATE EATE A A PUB UBLIC IC LIBR LIBRARY DISTR TRICT? CT?

Impr mprove Ser e Services ices Pred edic ictable Fu Fund ndin ing Incr ncrea eased A Autonom

• nomy

Simpl Simplif ifie ied Fu Fund ndin ing St Strea eam Equit ity & & Fa Fair irnes ness in in Tax Su Suppor pport Enha hanc nced “O “Owner ership” b ” by the he Commu

• mmunity

Cha hange B Bou

• und

ndarie ies t to

• Ref

efle lect ct Ser Service ice Area ea

PU PUBLIC L LIBRA RARY DI DISTRI RICT OPT OPTIONS 1. 1. School School D Dis istrict ict P Publi lic L c Lib ibrary 2.

• 2. Specia

Special Leg egis islativ ive D Dis istrict ict 3.

• 3. Assoc
• cia

iatio ion L Lib ibrary Dis istrict ict

SCHO CHOOL DIS DISTRI TRICT CT PUBL BLIC L LIBR BRARY

SCH CHOOL D DIS ISTR TRICT P PUBLIC LIC LIB LIBRARY

• Crea

eated by school chool d dis istric ict v vot

• ter

ers

• Bou
• undarie

ies are t e the s he same me as s schoo chool dis istrict ict

• Lib

ibrary oper

• perates

es ind indep epen endently

• School

School d dis istrict ct colle collect cts t the he tax

SCHO CHOOL D DISTR TRICT CT PUBL BLIC L C LIBR BRAR ARY STE TEPS

1. 1. Lib ibrary con

• nducts a

a comm

• mmunity

y sur urvey & revis ises lon

• ng ran

ange plan an 2. 2. Lib ibrary Boar Board decides to

• mov

move for

• rwar

ard 3. 3. Boar Board me meets wit ith Schoo

• ol Boar

Board an and Mun unicipal Boar Board 4. 4. Mun unicipal Boar Board shoul

• uld vot
• te to
• sup

upport the Dis istrict 5. 5. Pe Petition to

• creat

ate libr ibrar ary y ar are fil iled wit ith the Schoo

• ol Dis

istrict

(25 s signatu atures es of q qualified ed voters - Education L n Law w 255.1)

6. 6. Pe Petitions to

• nomi
• minate Trus

ustees ar are fil iled wit ith the School Boar Board

(25 signatu atures es o

• r 2% of votes

es from l last E t Electi tion: Ed. L . Law – 260. 0.8)

7. 7. School Dis istrict schedules election & plac aces legal not

• tice

8. 8. Libr brar ary y Board conduc ucts a vigor

• rous
• us publicity/

y/educat ation ion campaig aign 9. 9. Resolutions pas

• ass. Trus

ustees tak ake of

• ffic

ice & ap apply for

• r char

arter 10. 10. Old libr ibrary y dis issolved & as assets ar are tran ansferred 11. 11. School

• ol Distric

ict collects taxes 12. 12. Fun unding remain mains stabl able un until Libr ibrar ary Boar Board plac aces new prop

• position

be before the vot

• ters. Lib

ibrar ary y Boar Board sets time ime an and plac ace for

• r elections.

SCHO CHOOL DIS ISTR TRIC ICT P PUBLIC IC L LIB IBRARY

Advan antag ages

• Libr

brar ary y operates independently

• Elec

ected trustees es provide e “repres esen entation” for taxpa payer ers

• Pot

Potential to

• in

increase tax ax bas base an and expan and prog

• gram
• Opportunity

y to

• bon

bond for

• r cap

apital proje

• jects
• Once establ

ablished, libr ibrary sets time ime & plac ace for

• r election
• Stabl

ble Funding

• May elimin

minat ate doubl ble taxation ion (“doub

• uble-dippi

pping”)

• Simple proce

cess fo for seeki king incr ncrease in n fu fund nding

SCHO CHOOL DIS ISTR TRIC ICT P PUBLIC IC L LIB IBRARY

Consid ideratio ions ns

• May

ay hav ave to

• as

assum ume fun unctions cur urrently y prov

• vided by

by the Municip ipal ality y

• Min

inimum stat ate stan andards may may be be hig igher if if pop

• pulat

ation in increases

• Trus

ustees subje ubject to

• election
• Requires stron
• ng ad

advocacy y an and educ ucat ation camp ampaign

• Civi

vil Service e & municipa pal purcha hasing laws

SPEC ECIAL L LEG EGISLATIVE DIST STRIC RICT PUBL BLIC L LIBR BRARY

SPECI CIAL LE LEGIS ISLATI TIVE DIS ISTR TRICT T PUBL UBLIC L LIBR BRAR ARY

• State

tate l legi gislati ation au auth thori rizes l local al electi tion to to establ tablish and and f fund a a ne new l library brary

• Legis

islatio ion sp specif cifie ies se servic ice a area and d elect ctio ion process

• Bo

Bound ndar aries f fre reely d draw rawn n - re reflect l t library brary u user r bas base

• Separate

arate f fro rom any any muni nicipality

• Abi

bility to to bo bond nd for c r cap apital tal pro rojects ts

SPE SPECIAL LE L LEGISLAT SLATIVE DIST STRICT PU PUBLI LIC LI LIBRAR ARY ST STEPS PS

1. 1. Lib ibrary con

• nducts a

a comm

• mmunity

y sur urvey & revis ises lon

• ng ran

ange plan an 2. 2. Lib ibrary Boar Board decides to

• mov

move for

• rwar

ard an and defin ines the service ar area a & the bud budget for

• r the new libr

ibrar ary 3. 3. Lib ibrary Boar Board me meets wit ith the Mun unicipal Boar Board(s) 4. 4. Mun unicipal Boar Board shoul

• uld vot
• te to
• sup

upport the Dis istrict 5. 5. Legis islation

• n is drafted and bills introd
• duc

uced 6. 6. Bil Bills ar are pas assed an and sig igned by by the Gov

• vernor.

7. 7. Local el elec ection is sched heduled to crea eate e the he district 8. 8. Pe Petitions for

• r Trus

ustees (25 sig ignat atures)are fil iled wit ith Boar Board of

• f Elections

9. 9. Libr brar ary y Board conduc ucts a vigor

• rous
• us publicity/

y/educat ation ion campaig aign 10.

• 10. The Vote is successful

ul! 11.

• 11. Trus

ustees tak ake of

• ffic

ice & & ap apply for

• r char

arter 12.

• 12. Old libr

ibrary y is is dis issolved & as assets ar are tran ansferred 13.

• 13. Municip

ipal ality y collects taxes 14.

• 14. Fun

unding remain mains stabl able un until Libr ibrar ary Boar Board plac aces new prop

• position

bef efore e the he vo voter ers.

SPE SPECIAL LE L LEGISLAT SLATIVE DIST STRICT PU PUBLI LIC LI LIBRAR ARY Advanta tages es

• Ser

Service ar area can ea can be be draw awn to to mi mirror p patr atron bas base

• Libr

brar ary o

• perates

ates i indep epen enden entl tly

• Elec

ected ted trustees ees p provide r e repres esen entati tation f for t taxpayer ers

• Pote

tential to to incr crease tax tax bas base e

• Poten

enti tial al t to bond f for c capital tal p projec ects ts

• Vote co

could be be hel held with thin the l the library

• Stabl

able F e Funding

• May

May el eliminate d double tax taxat ation ( (“d “double-dipping” ng”)

• Simp

mple p e proces ess f for s seeking i increas ease i e in funding

SPE SPECIAL LE L LEGISLAT SLATIVE DIST STRICT PU PUBLI LIC LI LIBRAR ARY Consid ideratio ions ns

• Two step

ep pr proces ess to crea eate e the he district: Leg egislation and Elec ections

• May

ay hav ave to

• as

assum ume fun unctions cur urrently y prov

• vided by

by the Municip ipal ality y

• Min

inimum stat ate stan andards may may be be hig igher if if pop

• pulat

ation in increases

• Trus

ustees subje ubject to

• election
• Requires stron
• ng ad

advocacy y an and educ ucat ation camp ampaign

• Civi

vil Service e & municipa pal purcha hasing laws

ASSOC OCIATION LIBR BRARY DIST STRIC RICT

ASSOCIA IATIO ION L LIB IBRARY D DIS ISTR TRIC ICT

• Opt

ption ion a availa ilable t to

• Associ
• ciatio

ion Lib ibrarie ies

• Su

Substantia ial a amou mount nt of

• f oper
• peratin

ing b budget (60%) mu must come come from

• m a mu

munici icipa pal or

• r

scho chool

• l d

dis istrict ct b ball llot

• t.
• Byla

laws mu must pr prov

• vid

ide f for

• r the

he elect electio ion of

• f

Trustees

ASSOCIA IATIO ION L LIB IBRARY D DIS ISTR TRIC ICT

ADVA VANTA TAGES

• Does not

t req requi uire re re-cha harteri rtering

• Sho

Short rt ti timel meline

• Li

Library c contro trols bud udget pro t process

• Sta

Stable F Fun unding

• May

y elim imin inate d double t taxa xation (“ n (“double-dip ipping” ing”)

• Si

Simpl mple pro process f for s r seek eeking i incre rease i in fun unding

ASSOCIA IATIO ION L LIB IBRARY D DIS ISTR TRIC ICT

CONSID IDERATIO TIONS

• No oppo

pportu tunity ty to to bond for r capi pita tal pro projects ts

• If the

the mun municipal b ballot t is us used ed, peti petiti tion pro process mus must t be e repe repeate ted to to increase fun unding

• Exempt

empt f fro rom C m Civil Serv Service

COMMO OMMON T TO O A ALL BA BALLOT I ISSU SSUES

• Tru

rustees ees mu must s speak peak with o th one e voice

• Prepar

repare an e answers ers to to difficult q ques estions

– Why y can an’t the libr ibrar ary y run un wit ith vol

• lunteers?

– Is Is this is an an ad addit itional tax ax? – Why y ar are you you rais aising my my tax axes? – The Libr ibrary has as an an endow

• wment. Why don
• n’t you

you spend that at fir irst? – Why y not

• t ap

apply for

• r mor

more gran ants? – Shouldn’t the Tow

• wn/City/Village jus

just giv ive you you mor more mon money? – Will the tax increas ase automa

• matic

ically? y? – I I don

• n’t us

use the libr ibrar ary.

• y. Why shoul
• uld I

I pay ay for

• r it

it? – The libr ibrar ary y seems ms fin

• ine. Why

y do

• you

you need mor more mon money?

Ha Have all the r he right ght a ans nswer ers

• Prin

inted in infor

• rma

matio ion t tha hat ans nswer ers ha hard qu quest stions ( s (FAQ’s) s)

• MEDIA:

Get et to

• them

hem bef efor

• re t

e they hey get et you

• u!
• Trans

nsparency is is es essen entia ial

– (you

• u h

have not nothin ing t to

• hide

ide)

• Division of Library Development:

http://www.nysl.nysed.gov/libdev/libs/pldtools/index.html

• NCLSWEB.org

– Go to Class Handouts under Continuing Education – Steve Bolton – bolton@ncls.org