[Eg-oversight-board] Conference budget

Chauncey Montgomery montgoc1 at oplin.org
Thu Nov 6 14:08:58 EST 2014


I vote yes.
CM

On 11/06/2014 02:06 PM, Rogan Hamby wrote:
> I will second it.
>
> On Thu, Nov 6, 2014 at 1:13 PM, Kathy Lussier <klussier at masslnc.org
> <mailto:klussier at masslnc.org>> wrote:
>
>     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  <tel:%28508%29%20343-0128>
>     klussier at masslnc.org  <mailto: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 <tel: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 <tel: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 <tel: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
>>>>>         <tel:250.889.2738>
>>>>>         bc.libraries.coop <http://bc.libraries.coop> | Twitter:
>>>>>         @BCLibrariesCoop
>>>>>
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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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