[baisl] Re: budgeting clarification problems

  • From: Daina Dickman <daina.dickman@xxxxxxxxx>
  • To: "baisl@xxxxxxxxxxxxx" <baisl@xxxxxxxxxxxxx>
  • Date: Tue, 17 Mar 2015 18:35:46 -0700

Thank you for your input!  These are giving me ideas for helping create a 
clearer process. I don't submit a yearly budget, I receive my budget amount 1-2 
months into the school year and then plan from there. I was able to advocate 
for a substantial budget increase from last year, even though the library isn't 
as included in the conversation as I would like. 


Sent from my iPhone

> On Mar 17, 2015, at 4:48 PM, Ann Lane <annlane@xxxxxxxx> wrote:
> I submit a budget broken down into books and DVD's, periodicals, online 
> databases, professional (dues and conferences,) supplies, and service (the 
> security gates.)  I need to justify any large increases.  Additionally, any 
> one time furniture, supplies, etc. costing more than $3,000 are considered a 
> capital expense and need to be listed and justified separately.  I have to 
> submit my budget by mid-January, so it requires planning ahead!
>> On Tue, Mar 17, 2015 at 2:35 PM, Cathy Rettberg <crettberg@xxxxxxxxxxxxxxx> 
>> wrote:
>> I receive an annual budget with spending items broken down by type: 
>> books/DVDs (durable goods, which sometimes means a new book cart or shelf), 
>> online resources, periodical subscriptions, supplies, memberships & dues, 
>> speaker fees, continuing education. The amounts are based on previous 
>> spending (previous year + a percentage increase) and while they aren't eager 
>> to make large increases they are always open to the discussion if something 
>> comes up. The budget is broken out by type of purchase, but all that really 
>> matters is the bottom line, so if I spend supply money on books that is my 
>> own decision.
>> Cathy
>> ---------
>> Cathy Rettberg, Head Librarian
>> Menlo School
>> Atherton, CA
>> http://library.menloschool.org
>> What I'm reading:
>> Grasshopper Jungle/Smith
>>> On Tue, Mar 17, 2015 at 1:02 PM, Daina Dickman <daina.dickman@xxxxxxxxx> 
>>> wrote:
>>> I am in my second year as the librarian at my school, so this is the first 
>>> time I have had to handle our ILS renewal.  Last year I checked with both 
>>> the head of lower school (my supervisor last year) and the technology 
>>> director and was told the ILS came from the technology budget.  That was 
>>> how I planned my budget for this year.  Today I was told that the money 
>>> needs to come from the library budget.  It is a pretty substantial amount, 
>>> almost 8% of my annual budget that I had planned to spend on books (I am 
>>> doing a massive updating of our very aged non-fiction books).  An 
>>> unpleasant surprise, especially so late in the school year.
>>> I have tried multiple times to get clarification from my administration on 
>>> what the "library budget" covers.  I purchased a large storytime carpet 
>>> last year, but it did not come out of my budget, but then when I tried to 
>>> get a display shelving unit I was told it needed to come from the library 
>>> budget.  I just want a straight answer so things can be planned out!  The 
>>> answers I get tend to change later on.  Our entire business office has 
>>> turned over since I began and we have a new technology director this year.  
>>> Can I ask what direction other librarians receive with regards to 
>>> budgeting?  Do you have suggestions on what sort of questions I should be 
>>> asking to get clear answers?  My prior budgeting experience was in public 
>>> and academic libraries and I am at a loss for how to handle this situation.
>>> Thank you as always for your help BAISL!
>>> Daina
> -- 
> Ann Lane
> Librarian, Saint Francis High School

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