Workshops
Library Bookkeeping and Library Annual Report Workshop November 7, 2012 and repeated November 15, 2012
Webinars- Edie Huffman Annual Report Webinar (length 2 hours and13 minutes)
- John Eppley Pride 100R Gateway and Charlie Pride Bookkeeping Presentations Webinar (length 2 hours and 5 minutes)
PowerPoint Presentation as PDF file
- Edie Huffman. 2012 Indiana Public Library Annual Report Presentation
- Handout for Note Taking
- Charlie Pride. 2012 State Board of Accounts Bookkeeping Workshop Presentation
- Handout for Note Taking
- John Eppley. 2012 State Board of Accounts Gateway 100R for Libraries
- Handout for Note Taking
Handouts
- 2012 Indiana State Library Annual Report Document
- 2012 Indiana State Library Annual Report Instructions
- Agenda for 2012 Bookkeeping/Annual Report Workshop
- State Board of Accounts. Establishing the Estimated Cost of Capital Assets
- State Board of Accounts. Conflict of Interest Form
Public Library Annual Budget Workshop May 15, 2012 and May 23, 2012
- Questions and Answers from the Webinar Chat
- Agenda PDF
- DLGF Presentation Handout: Budgeting for Indiana Libraries PDF
- SBoA Presentation on Legislation Handout
Webinars
- DLGF Presentation on May 23 by Dan Jones and Colby Shank; (Time duration: 2 hours)
- State Board of Accounts Presentation on May 23 by Charlie Pride (Time duration: 102 minutes)
Budget 100 Workshop Webinar April 10 (Morning) and Repeated April 18 (Afternoon)
- Handout for Recorded Presentation
- Instructions to Download Presentation Attachments from Webinar Recording
- Library A and Library B Sample Budgets
- Examples of Two Month Activity for Expenses
- Recorded Presentation (including slides for chat questions for April 10 & 18)
Library Bookkeeping and Annual Report Workshop November 3 & 9, 2011
Webinars
PowerPoint Presentation;
Handouts
- Agenda for 2011 Bookkeeping/Annual Report Workshop
- Handout for Annual Report Presentation
- Handout for State Board of Accounts Presentation
Webinar Recording for June 16, 2011 Presentations
- Public Libraries Retention Schedule and Sales Tax Review of Book Sales by Libraries (approximately 45 minutes)
- 2012 Budget Process from the DLGF (approximately 1 hour 10 minutes)
- DLGF Gateway Presentation (1 hour)
- Review of Legislation and & Impact on Public Libraries from Presentation State Board of Accounts (1 hour 17 minutes);
Handouts
- 2011 Public Library Budget Workshop Agenda (pdf)
- 2012 Budget Process from Department of Local Government Finance (pdf);(ppt)
- 2011 Review of Legislation & Impact on Public Libraries from State Board of Accounts (pdf) (ppt)
- DLGF Gateway Presentation (pdf) (ppt)
- Public Libraries Retention Schedule Presentation (pdf) (ppt)
- Sales Tax Review on Book Sales by Libraries and Friends of the Library (pdf)
Library Bookkeeping and Annual Report Workshop November 10 & 18, 2010
Video Recordings
- Morning Session (Part 1): State Board of Accounts Handouts
- Afternoon Session (Part 2): Indiana State Library and Indiana Department of Revenue
FAQ
Handouts
- Agenda for 2010 Bookkeeping and Annual Report Workshop (pdf)
- Annual Report Presentation 2010 (pdf) (ppt)
- Book Sales in Libraries (pdf)
- Evaluation Form (word) (pdf)
- Indiana Department of Revenue 2010 (pdf) (ppt)
- 2010 State Board of Accounts PowerPoint file (ppt) (pdf)
- 2010 Indiana State Library PowerPoint on IRS and eRate Issues (ppt) (pdf)
Public Library Budget Workshop June 3, 2010 and June 9, 2010
Handouts
- 2010 Budget Calendar for State Library (pdf)
- Budget Calendar;DLGF Memo;(pdf)
- Legislative Items 2010 (pdf)
- State Technology Grant Fund Budget and Accounting (pdf)
- Financial Glossary (pdf)
Video Recordings
Budgeting for Indiana Libraries
- Part I (12 minutes)
- Part II (12 minutes)
- Part III (12 minutes)
- Part IV (12 minutes)
- Part V (12 minutes)
- Part VI (12 minutes)
- Part VII (12 minutes)
Power Point to Accompany Video Presentations
- Budgeting for Indiana Libraries with Dan Jones on June 3, 2010 (PDF 6/1/10)
- 2010 Budget Workshop with Charlie Pride on June 9, 2010 (PDF 6/1/10)
Public Library Budget Workshop June 3, 2009 and June 11, 2009
PowerPoints to Accompany Video
- Budgeting for Indiana Libraries (ppt) DLGF presentation 2009
- Department of Local Government and Finance 2009 Budgeting 102 for Libraries, presented by Dan Jones
- State Board of Accounts 2009 Presentation including Legislative Update, presented by Charlie Pride
Handouts
- Agenda (pdf)
- Budget Calendar for 2009 (pdf)
- Budget Form 4b - 16 line statement DLGF presentation (pdf Large File-if you can't download this try the following):
;- Budget Form 4b - 16 line statement part 1 (no pictures)
- Budget Form 4b - 16 line statement part 2 (no pictures)
- Budget Memorandum of May1, 2008 from DLGF
- Differences between State Board of Accounts (SBoA) and Department of Local Government and Finance (DLGF)
- Excessive Levy Appeals for Libraries (pdf)
- Growth Quotient Code IC 6-1.1-18.5-2;always consult the IC Code site for the;latest information.
- Growth Quotient Minus One Example
- IC 6-1.1-17-20;always consult the IC Code site for the latest information.
- Local Unit Budget Information for Review Purposes (pdf)
- Sales in Public Libraries
- 2009 Legislative Items (pdf)
Budget 100 Workshop;April 20, 2010 and repeated;April 29, 2010
Adobe Connect Audio with Powerpoint
- Introduction to Budget: Form 1 and 2 - Karen Ainslie
- Form 4B or 16 Line Statement - Dan Jones
- Form 3, 4, and 5 - Karen Ainslie
- Publication of Budget Notice to Taxpayers
- Treasurer's Report for June 2010
PowerPoints to Accompany Video
- Budget 100 Workshop PowerPoint;;(pdf) - Karen Ainslie
- Budget 100 Workshop PowerPoint for Form 4B or 16 Line Statement - Dan Jones
Handouts
- Agenda
- Budget Item
- Budget Preparation
- Budget Workshop Forms 1, 2, 3, 4, 4B and 5 examples (Excel File)
- Definitions of Budget Classifications (rev. 5/12) (pdf);
- Income
- Index to Budget Classification (rev. 5/12) (pdf)
- Operating Balance Definition (pdf)
- Other Information Needed to Create Budget
- Outline
- Public Notice Errors
- Publication Notice for Budgets (pdf)
- Why are budgets advertised higher than final values? (pdf)
Library Capital Projects Fund Workshop March 2006
- Presentation (pdf) Presentation (PowerPoint)
Sample LCPF Plan (each page is a separate pdf document)
- Sample Plan Summary (pdf)
- Sample Plan Narrative (pdf)
- Sample Plan Notice (pdf)
- Sample Plan Resolution (pdf)
- Sample Plan Submission (pdf)
- Sample LCPF Plan (Excel) (total plan is one document)
Handouts and information from past State Library workshops are available from the Library Development Office.
**You will need to have Adobe 7.0 or higher in order to download some of these links properly. **To add or upgrade Adobe Acrobat Reader software, please click http://www.adobe.com/products/acrobat/readstep2.html before downloading the following handouts. If you have questions or problems downloading this software to your computer please email ldo@library.IN.gov. Agenda for 2009 Bookkeeping/Annual Report Workshop
;Annual Report Presentation by Edie Huffman
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