[Eg-oversight-board] Conference budget

Kathy Lussier klussier at masslnc.org
Thu Nov 6 13:13:10 EST 2014


Thank you for all of your work on this budget Buzzy and for addressing 
our questions and comments!

I would like to make a motion to approve the Evergreen 2015 Conference 
budget as presented.

Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier
#evergreen IRC: kmlussier

On 11/6/2014 12:56 PM, Buzzy Nielsen wrote:
> Kathy, Tony from the Conservancy, and I chatted today to address some 
> of your further questions and concerns. Here's a final version of the 
> budget.
>
> Cheers!
> Buzzy
>
> ************************************
> Library Director
> Hood River County Library District
> 502 State Street
> Hood River, Oregon 97031
> 541-387-7062
> http://hoodriverlibrary.org
>
> On 11/04/2014 01:23 PM, Buzzy Nielsen wrote:
>> I'm sorry, I sent two different versions of the budget in my last 
>> message. These are correct.
>>
>> Cheers!
>> Buzzy
>>
>> ************************************
>> Library Director
>> Hood River County Library District
>> 502 State Street
>> Hood River, Oregon 97031
>> 541-387-7062
>> http://hoodriverlibrary.org
>>
>> On 11/04/2014 09:37 AM, Buzzy Nielsen wrote:
>>> Hi everyone,
>>>
>>> In regards to your questions:
>>>
>>>  1. Thanks for catching the error in the recording calculation. I've
>>>     corrected it in the attached document.
>>>  2. The hotel doesn't have a minimum amount to spend on meals, but
>>>     they're pretty insistent on having a lunch. The food costs are
>>>     directly calculated based on attendance, so it may be higher or
>>>     lower. This seems like it would be a good point to bring the SFC
>>>     into the discussion with the hotel.
>>>  3. I believe that the equipment rental and technology costs will be
>>>     lower than expected, so I've adjusted those line items
>>>     accordingly. I've also slightly adjusted the registration fees.
>>>
>>>
>>> New budget attached.
>>>
>>> Cheers!
>>> Buzzy
>>>
>>>
>>> ************************************
>>> Library Director
>>> Hood River County Library District
>>> 502 State Street
>>> Hood River, Oregon 97031
>>> 541-387-7062
>>> http://hoodriverlibrary.org
>>>
>>> On 11/03/2014 01:55 PM, Grace Dunbar wrote:
>>>> Hi Buzzy,
>>>> Thanks for sending this along.  Overall it looks pretty good, I 
>>>> can't see anything big that you might have missed.
>>>> Like Kathy, though, I noticed that the recording fee calculation 
>>>> looks to be off by about $2,500 depending on what is meant by 
>>>> "quantity".
>>>>
>>>> I'm also curious what the food and beverage minimum is for the 
>>>> venue and what the reasoning is for the Friday lunch.  Is it lack 
>>>> of restaurants or trouble meeting the food/beverage minimum?  Do 
>>>> you mind sharing what the food and beverage minimum is?
>>>>
>>>> I am concerned that there's a thin margin in the budget.  If you 
>>>> get a few less sponsorships or registrations than you expect then 
>>>> you will be in the red.  I'd like to see the conference aim for a 
>>>> $5,000-ish profit from the conference so that in the event of lower 
>>>> turnout or poor sponsorship you'd be looking at a break-even 
>>>> instead of a loss.
>>>>
>>>> Thanks!
>>>> Grace
>>>>
>>>>
>>>>
>>>>
>>>> On Fri, Oct 31, 2014 at 6:16 PM, Ben Hyman 
>>>> <ben.hyman at bc.libraries.coop <mailto:ben.hyman at bc.libraries.coop>> 
>>>> wrote:
>>>>
>>>>     A belated thanks to Buzzy for pulling the preliminary budget
>>>>     together.
>>>>     Looking good so far - will watch for responses to Kathy's
>>>>     questions.
>>>>
>>>>     Cheers
>>>>     Ben
>>>>     On Oct 30, 2014, at 10:46 AM, Kathy Lussier
>>>>     <klussier at masslnc.org <mailto:klussier at masslnc.org>> wrote:
>>>>
>>>>     > Hi all,
>>>>     >
>>>>     > Thanks you for sending the proposed budget along Buzzy! All,
>>>>     it would be great if we could have an e-mail vote on the budget
>>>>     soon so that the SFC folks can begin finishing up the contract
>>>>     details for the venue.
>>>>     >
>>>>     > I do have a couple of questions about the budget.
>>>>     >
>>>>     > In the interest of cutting down costs, particularly when it
>>>>     comes to the high food costs we see at these conferences, I
>>>>     noticed you added a lunch to the budget for the 2015
>>>>     conference. We did have a sponsored lunch at the 2013
>>>>     conference in Vancouver, but, otherwise, it isn't something
>>>>     that has been provided at past conferences. Amy and I
>>>>     considered adding one when we were considering a venue that
>>>>     wasn't close to many restaurants, but we luckily ended up at a
>>>>     venue where lunch options were numerous. Are you adding it to
>>>>     the conference because you're in a similar situation where it
>>>>     will be difficult for people to find lunch in a timely manner?
>>>>     If so, I would recommend adding it as another sponsorship
>>>>     opportunity to help defray costs.  You could look at the
>>>>     Vancouver conference's page to get a sense of how much to
>>>>     charge for this sponsorship opportunity -
>>>>     http://eg2013.sitka.bclibraries.ca/sponsors/index.html. It
>>>>     definitely should be higher than a breakfast sponsorship.
>>>>     >
>>>>     > Do you expect to have a food & beverage minimum in the
>>>>     contract with the venue? I ask just to see if there is a
>>>>     potential for those food costs to go down if registration ends
>>>>     up being lower than expected. Just to add a data point for the
>>>>     rest of the Board, the registration numbers we saw last year
>>>>     were 189 total registrations,  about 30 of which were one-day
>>>>     registrations for local library staff who couldn't attend the
>>>>     entire three-day conference. When our numbers came in lower
>>>>     than expected, it was difficult to adjust the cost side of the
>>>>     budget because of our food & beverage minimum.
>>>>     >
>>>>     > The calculation for the recording fee appears to be off. I
>>>>     see $500 (per day?, per session?) with a quantity of eight, but
>>>>     the total is $1,500.
>>>>     >
>>>>     > Thanks!
>>>>     > Kathy
>>>>     > Kathy Lussier
>>>>     > Project Coordinator
>>>>     > Massachusetts Library Network Cooperative
>>>>     > (508) 343-0128 <tel:%28508%29%20343-0128>
>>>>     >
>>>>     > klussier at masslnc.org <mailto:klussier at masslnc.org>
>>>>     >
>>>>     > Twitter:
>>>>     > http://www.twitter.com/kmlussier
>>>>     >
>>>>     > #evergreen IRC: kmlussier
>>>>     >
>>>>     > On 10/27/2014 11:21 PM, Buzzy Nielsen wrote:
>>>>     >> Hi everyone,
>>>>     >>
>>>>     >> Attached is a draft conference budget (in Excel and
>>>>     OpenDocument formats)for your review and approval. I have tried
>>>>     to keep the registration fees down. I've also tried to
>>>>     underestimate revenue while overestimating costs to help ensure
>>>>     that we do not have overruns.
>>>>     >>
>>>>     >> I'm happy to answer any questions that you have.
>>>>     >>
>>>>     >> Cheers!
>>>>     >> Buzzy Nielsen
>>>>     >>
>>>>     >> ************************************
>>>>     >> Library Director
>>>>     >> Hood River County Library District
>>>>     >> 502 State Street
>>>>     >> Hood River, Oregon 97031
>>>>     >> 541-387-7062 <tel:541-387-7062>
>>>>     >> http://hoodriverlibrary.org
>>>>     >>
>>>>     >>
>>>>     >>
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>>>>     Ben Hyman
>>>>     Executive Director | BC Libraries Cooperative
>>>>     ben.hyman at bc.libraries.coop
>>>>     <mailto:ben.hyman at bc.libraries.coop> | 1.855.383.5761 ext 1001
>>>>     <tel:1.855.383.5761%20ext%201001> | cell: 250.889.2738
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>>>>
>>>>
>>>> -- 
>>>> Grace Dunbar, Vice President
>>>> Equinox Software, Inc.  -  The Open Source Experts
>>>> gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>
>>>> 1-877-OPEN-ILS www.esilibrary.com <http://www.esilibrary.com>
>>>
>>
>
>
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