Funding Task Force

ALA-APA Funding Task Force Members

Patricia H. Smith, Chair
Texas Library Association
Austin, TX
Email: pats@txla.org
Danielle M. Alderson
Staff Liaison
dponton@ala.org
Lizbeth Bishoff
University of Denver
Denver, CO
Gregory Calloway
Staff Liaison
gcalloway@ala.org
Marcia L. Boosinger
Auburn University
Ralph Brown Draughon Library
Auburn, AL
Mary W. Ghikas
Staff Liaison
mghikas@ala.org
Jennifer Jung Gallant
EMH Regional Medical Libraries
Elyria, OH
Gerald G. Hodges
Staff Liaison
ghodges@ala.org
Dottie R. Hiebing
Metro
New York, NY
Lorelle R. Swader
Staff Liaison
lswader@ala.org


ALA-APA Funding Task Force Report

ALA-APA Revenues and Expenditures

The ALA-APA Transition Team recommends that the ALA-APA be financed through a diversified revenue mix involving the following:

  1. Contributions from ALA members in support of the new APA (“Friends of the ALA-APA”)

  2. Annual fees from recognized continuing education providers, e.g. ALA units, ALA itself, libraries, consultants, and other associations

  3. Administration fees charged to individuals applying for certification and taking examinations

  4. Proceeds from the sale of goods and services (e.g., toolkits, tip sheets, resource guides, etc.)

  5. Training/workshop registration fees

  6. Fee-based consulting services, (e.g., pay equity study in a local library [which may be a taxable activity])

ALA will loan to the ALA-APA such funds annually as necessary to cover its operation in years 2003, 2004, and 2005. Several alternatives were explored for financing the ALA-APA, but a direct loan from ALA was viewed as the most straight-forward. Loan repayments will be budgeted at a fair market rate beginning in year 2. Note: A start-up loan was anticipated in the document reviewed by the ALA Council at the 2001 Annual Conference (2000–2001 CD #50.3).

Priority must be given by the ALA-APA staff to identify products and services needed by libraries and librarians in such areas as salaries and pay equity.

Beginning with the 2003 ALA membership year, ALA members should be given an opportunity to contribute to the ALA-APA. Contributions should be voluntary. The ALA membership form and other promotional materials should clearly indicate that these contributions are not tax exempt as are donations to ALA.

ALA staff are urged to have a publicity brochure ready by the 2003 Midwinter Meeting in Philadelphia to promote contributions to the “Friends of the ALA-APA.” Except for the ribbon to be worn during conference, no other benefits will accrue to contributors in the 2003 membership year. However, consideration could be given to developing an ALA-APA products/services discount package for contributing libraries and librarians in the future.

Financial oversight and responsibility should be assigned to the ALA-APA Treasurer, the Finance and Audit Subcommittee of the ALA-APA BARC.

During this first year, expenses for the ALA-APA include in broad terms the following:

    1. President-elect Mitch Freedman’s presidential initiative related to salaries and pay equity

    2. Percentage of the Advocacy staff position in the Public Information Office for her time in support of the presidential initiative

    3. Percentage of staff of the Human Resources Development and Recruitment (HRDR) Office

    4. ALA’s Pay Equity Committee

    5. Allocable percentage of the budget for the ALA Executive Board, Council, Accounting, Human Resources, and other administrative expense in support of the ALA-APA

    6. A small product development fund

The FY 03 ALA-APA budget as presented is balanced. Every effort has been made to estimate revenues conservatively and to project expenses accurately. However, there is no historical basis for our projections, and some assumptions had to be made. If expenses exceed income during this first year, the amount of the loan will be raised accordingly.

A business plan for the ALA-APA should be commissioned in FY 02 to determine the marketability of products and services and to recommend a strategic vision for the ALA-APA.

The ALA-APA should be formally evaluated after thre