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HomeMy WebLinkAboutPTPL LOS Analysis Final Report DRAFT 2019_0204 copy DRAFT: February 4, 2019 Port Townsend Public Library Level of Service Analysis DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 1 Port Townsend Public Library Level of Service Analysis Final Report | DRAFT: February 4, 2019 Contents Introduction ................................................................................................................................................. 2 Situation Assessment............................................................................................................................................. 2 Fiscal Modeling..................................................................................................................................................... 3 Fiscal Model Development ......................................................................................................................... 4 Process ................................................................................................................................................................... 4 Methodology ........................................................................................................................................................ 4 Fiscal Model Results ................................................................................................................................... 8 Projected Revenues .............................................................................................................................................. 8 Baseline ................................................................................................................................................................. 9 Option 1 ............................................................................................................................................................. 10 Option 2 ............................................................................................................................................................. 12 Baseline Plus....................................................................................................................................................... 14 Conclusion and Next Steps ...................................................................................................................... 16 Appendix A: Situation Assessment ......................................................................................................... 17 Purpose of this Assessment ............................................................................................................................... 17 Background ........................................................................................................................................................ 17 Demographic Landscape.................................................................................................................................. 21 Port Townsend Public Library Operations Analysis ...................................................................................... 24 Port Townsend Public Library Stakeholder Analysis ..................................................................................... 45 Customer Service Survey Analysis ................................................................................................................... 51 Appendix B: PTPL Customer Satisfaction Survey One-Page Summary ................................................. 53 DRAFT: December 28, 2018 Port Townsend Public Library | Level of Service Analysis Final Report 2 Introduction The City of Port Townsend is a vibrant community of 9,500 residents on the Olympic Peninsula. The Port Townsend Public Library (PTPL or the Library) is a department of the City of Port Townsend. Partnerships with the Port Townsend School District, Jefferson County Library, and the Northwest Maritime Center enhance the Library’s operations, and two non-profit entities – Friends of the Port Townsend Library and the Port Townsend Public Library Foundation – dedicate support to the Library. Prior to 2008, the Library was primarily funded through City general funds. However, in August 2008, Port Townsend residents demonstrated their commitment to the Library through the overwhelming passage (by 64.7%) of a Library-dedicated levy lid lift. This levy lid lift increased Port Townsend residents’ property taxes by $0.75 per $1,000 of assessed value phased in between 2009 and 2011. Revenues generated at the onset of this levy were sufficient to increase hours of operation, staffing, and acquisitions. However, due to inflation, the purchasing power of the revenues from the levy has decreased, and operating costs are quickly outpacing revenue growth. The City projects that operating costs will exceed revenues and absorb the existing fund balance by 2025. Compounding this challenge, Port Townsend, like many Washington cities, is financially constrained by the 1% limit on annual tax revenue growth. Without correction, this structural imbalance will erode valued citywide services, such as the Library, public safety, and parks. With general fund budgetary constraints, current general fund revenues may not be available to help the Library keep up with the community’s desire for services. As a starting place to address this broader citywide challenge and maintain library services, the City commissioned BERK to evaluate opportunities to balance the community’s desired level of service with its willingness to pay. In partnership with PTPL leadership, our evaluation included two phases: Situation Assessment and Fiscal Modeling. SITUATION ASSESSMENT First, BERK performed analysis of the relevant context, qualitative data, and quantitative data to develop a baseline level of service and fiscal summary. BERK compiled and presented this analysis as the Situation Assessment, included in full in Appendix A: Situation Assessment. Key findings from the Situation Assessment are included below. Summary of Key Findings The Port Townsend Public Library is well-used and appreciated by its community. This is evidenced by input gathered via stakeholder interviews and the Library’s customer service survey. While it is important to bear in mind that these self-selected populations are likely to be Library supporters, library usage data also points to PTPL being a heavily used community resource: ▪ Total library visits and visits per capita have been increasing steadily since 2013 (Exhibit 20). Similarly, total circulation and circulation per capita have been increasing since 2014, with a significant jump between 2016 and 2017 (Exhibit 22). ▪ Relative to peer libraries, PTPL has the highest borrowers per capita (Exhibit 31) and circulation per DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 3 capita, with nearly double per capita circulation of the next-highest comparison library system (Exhibit 35). ▪ In contrast with growing visits and circulation statistics, PTPL has seen a decrease in programming visits per capita between 2016 and 2017 (Exhibit 26) and relatively flat public computer sessions per capita (Exhibit 27). Relative to peer libraries, program attendance per capita is lower than most comparison library systems (Exhibit 27). ▪ It is possible that this high usage is concentrated, with some Port Townsend residents using the Library heavily and others less engaged; conversely, use could be well-distributed among different kinds of library users. Commensurate with its role as an important community institution and highly used resource, PTPL has had strong financial support from the community it serves. ▪ In total, PTPL spends more per capita than comparison library systems, as shown in Exhibit 36, with staff and interfund costs making up the largest share of total costs 2014-2018 as shown in Exhibit 29. ▪ The Library has the second highest per capita collection spending and the third highest collection volume per capita among comparison libraries, as shown in Exhibit 35. PTPL’s staff-related expenditures are among the top three comparison libraries (Exhibit 34). However, the Library’s fiscal sustainability is at risk. Another way of measuring the Port Townsend community’s support for its library is seen in the 2008 passage of a voter-approved levy lid lift, which is unique among peer libraries. While this mechanism has provided a protected revenue stream for the Library, its purchasing power is eroding in the face of inflation. To maintain the existing high levels of service enjoyed by Port Townsend residents, efficiencies must be gained, or new or enhanced revenue streams established. FISCAL MODELING Building on findings from the Situation Assessment, BERK led the iterative development and use of a dynamic fiscal model to project revenues and expenditures at various Library levels of service, aiming for fiscal balance over the five-year term, with a 10-year total fiscal outlook. Key findings from the Situation Assessment informed the level of service determinations made by PTPL and City staff, and are referenced in-text below, with links to the full Situation Assessment in Appendix A: Situation Assessment. This Final Report details the fiscal modeling process, methodology, and full results. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 4 Fiscal Model Development PROCESS BERK collaborated with the PTPL project team, with representation by the Library, Library Advisory Board and City leadership, to develop the framework and methodology for the fiscal modeling of current tax levy rates. Key elements include: ▪ Baseline revenues and expenditures, from the 2019 adopted budget. ▪ Definitions of PTPL services currently provided. ▪ Realistic and actionable adjustments to revenues. ▪ Modeling of optional future Library operational changes. Two alternative revenue sources were discussed during this process: subsidy from the City’s general fund and a levy lid lift. City Council will need to consider the sources and determine any next steps as there are many competing needs. General fund subsidies may be possible, given upcoming City operational changes, including: ▪ A potential fire annexation which, if approved, would release $908,000 annually after 2024 in the general fund previously dedicated to providing municipal fire services. A portion of these revenues could be used to supplement the Library’s dedicated levy. ▪ Increased utility taxes. A levy lid lift would require asking voters to approve an increased level of funding for the Library through a lift of the 1% cap on revenues generated through the Library’s existing dedicated levy. After careful consideration, Library leadership chose not to model increased revenues until proposed changes to the City’s fiscal operations are known. BERK shared and iterated the fiscal model over two project team meetings, multiple meetings with Library leadership, and interactive fiscal modeling workshops with Library and City leadership. METHODOLOGY The fiscal model builds on Port Townsend’s internal operational revenue and expenditure projections using assumptions presented in Exhibit 1 to project from 2019 budgeted figures. These assumptions are presented by revenue or expenditure category and are used by Port Townsend to project revenues and expenditures at a high level. Actual revenues and expenditures will vary based on actual growth year to year. Results of the financial model are based on these assumptions and the model inputs determined by the project team. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 5 Exhibit 1. Fiscal Model Projection Assumptions CATEGORY GROWTH ASSUMPTION Revenues Property Tax Revenue 1.5% Miscellaneous Revenue 1% of prior year ending fund balance* Expenditures Labor 2.1%** Administrative Expenses 0.7% Facility Operating Expenses 2.0% Collections 2.0% Interfund 2.0% *As ending fund balance decreases, next-year miscellaneous revenues decrease until they reach zero. **Based on expected growth in labor costs, including salary, benefits, and insurance. Sources: Port Townsend, 2019; BERK, 2019. The fiscal model then relates expenditures to the suite of services PTPL provides. Each service can be measured using data regularly recorded by PTPL. The amount of each service PTPL provides is the baseline level of service. The Washington State Library does not have adopted level of services standards for public libraries, nor do many Washington public libraries, including PTPL, have adopted standards. The levels of service used during the fiscal modeling process are built around their relation to the baseline, or the level of service (LOS) PTPL currently provides over the course of one year, so that increases and decreases to services are projected using the baseline LOS cost for those services. Services, metrics, and the baseline LOS data are presented in Exhibit 2 on the following page. Given the fiscal constraints PTPL faces, Library leadership adjusted levels of service to achieve fiscal balance and sustainability over the five-year term, with a 10-year projected outlook to assist with future planning efforts. This sustainability-focused modeling showed that modest tweaks to the Library’s operational budget extend the life of the Library’s existing tax-supported revenues with minimal or even negligible impacts to levels of service. To determine LOS adjustments, PTPL considered their available services together as a holistic package, rather than items that could be reduced or expanded piecemeal. For example: Library leadership considered effects on programming when modeling reduced staffing levels. Conversely, Library leadership estimated expanded programming when modeling increased staffing levels. Throughout this modeling, Library leadership relied on the following principles: ▪ PTPL currently operates at a medium to high level of service, particularly as measured by per capita collections investment and staff spending. ▪ There is not currently any plan or intention to expand the physical space of the library. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 6 ▪ Respondents to the customer satisfaction survey (primarily active library users) expressed interest in expanded services and programs. See Appendix B: PTPL Customer Satisfaction Survey One-Page Summary for more on what responding library users requested. The cohesive LOS options, each containing one or more individual LOS adjustments, are presented in Fiscal Model Results below, with the rationale for each option’s LOS adjustments, variance from the baseline, and projected surplus or deficit. Because alternative revenues were not modeled, the City’s internal revenue projections for the Library’s dedicated levy funds are used as projected revenues for each option. DRAFT: December 28, 2018 Port Townsend Public Library | Level of Service Analysis Final Report 7 Exhibit 2. PTPL Services, Metrics, and Baseline LOS, 2019 SERVICE METRIC BASELINE LOS1 OPTION 1 OPTION 2 BASELINE PLUS Current Minimum change Operational changes Increased services Professional Staff FTE 3.00 3.00 3.00 4.00 Paraprofessional Staff FTE 2.76 2.13 1.63 2.00 Support Staff FTE 3.87 3.87 3.87 4.50 Print Collections Per capita investment ($)2 $6.20 $5.20 $5.20 $8.00 Electronic Collections Flat investment ($) $10,000 $10,000 $10,000 $15,000 Access to Virtual Spaces Publicly available workstations 22 22 22 25 Access to Physical Spaces Publicly available square feet 10,100 10,100 10,100 10,100 Adult Programming Hours 135 135 108 270 Youth Programming Hours 200 200 192 400 Community Engagement Hours 208 208 156 300 Public Service Hours Open hours 2,860 2,860 2,704 3,016 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018 1 The Baseline Level of Service (LOS), which is the current level of service, was set from the 2019 adopted budget. 2 Per capita investment is the total spending on print collections divided by the number of Port Townsend residents, with resident population determined by the Office of Financial Management (OFM) population estimates. For projections, the 2017 OFM population estimate for Port Townsend was interpolated to Port Townsend’s 2038 population target of 12,479. DRAFT: December 28, 2018 Fiscal Model Results PROJECTED REVENUES Internal Port Townsend revenue projections for the Library are used for each option analyzed. These projections assume modest annual increases to the Library’s dedicated levy, including its maximum 1% annual increase and additional revenues due to growth. Because the Library has not received large sums from donations or grants in recent years, these amounts cannot be counted on and are not included in the City projection. Projected revenues 2019-2028 are shown below. Exhibit 3. Projected Revenues, 2019-2018 Sources: PTPL, 2018; BERK, 2018. For every option, these projected revenues are compared to projected expenditures, with surpluses and deficits noted as applicable. 2019-2023 2023-2028 Total Revenues 5,730,000$ 6,170,000$ 11,900,000$ DRAFT: December 28, 2018 BASELINE LOS The bundle services comprising the overall Baseline LOS is presented in Exhibit 2, reflecting the current operational status of PTPL. The five-year fiscal outlook is presented in detail below, with summary 10- year fiscal results. Exhibit 4. Baseline Projected Expenditures, 2019-2028 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. In the 2019-2023 near-term detailed outlook, PTPL’s baseline results in a deficit of $310,000, with annual deficits increasing annually as projected cost increases outpace revenue growth. Over the 10- year period, the PTPL’s baseline results in $800,000 of total deficits. This projection and overall outlook corresponds with the City’s internal understanding of PTPL’s constrained fiscal situation which prompted this study. 2019-2023 2023-2028 Total Revenues 5,730,000$ 6,170,000$ 11,900,000$ Expenditures 6,040,000$ 6,660,000$ 12,700,000$ Surplus (Deficit)(310,000)$ (490,000)$ (800,000)$ DRAFT: December 28, 2018 OPTION 1 Working from a baseline fiscal outlook of significant deficits, PTPL looked to develop thoughtful ways not to impact levels of service that minimized effects on library users’ experience, while maximizing existing tax-support revenues. Because a large portion of PTPL’s total expenditures are labor costs (Exhibit 29), small adjustments in staffing have significant impacts on overall expenditures. Additionally, PTPL’s labor and per capita collection costs were each identified in the Situation Assessment as among the top-three highest of its peers (Exhibit 34). During the fiscal modeling process, an opportunity at PTPL arose, through staff attrition, to reconsider a 0.63 FTE library paraprofessional staff position. Given these factors, the first LOS option deemed reasonable and actionable by Library leadership makes two LOS adjustments, shown in Exhibit 5 below. Exhibit 5. Option 1 LOS SERVICE METRIC OPTION 1 LOS VARIANCE FROM BASELINE LOS Professional Staff FTE 3.00 No change Paraprofessional Staff FTE 2.13 -0.63 Support Staff FTE 3.87 No change Print Collections Per capita investment ($) $5.20 -$1.00 per capita Electronic Collections Flat investment ($) $10,000 No change Access to Virtual Spaces Publicly available workstations 22 No change Access to Physical Spaces Publicly available square feet 10,100 No change Adult Programming Hours 135 No change Youth Programming Hours 200 No change Community Engagement Hours 208 No change Public Service Hours Open hours 2,860 No change Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. FINDINGS: PTPL determined that freezing the 0.63 FTE paraprofessional position would not significantly impact the Library’s other services, including interlibrary loan management, collections maintenance, programming, and open hours, resulting in no change from the baseline LOS. To meet fiscal balance objectives, PTPL identified that the $1.00 reduction in per capita print collections as the next logical adjustment. This reduction minimizes impact to PTPL users, as PTPL’s physical layout constricts growth in print materials and could likely not accommodate the increased print materials that would result from holding the baseline per capita investment constant, given Port Townsend’s project growth. With these two adjustments, Option 1 nears fiscal balance in the near term, shown in Exhibit 6. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 11 Exhibit 6. Option 1 Projected Expenditures, 2019-2028 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. From 2019-2020, Option 1 results in modest surplus which erode 2021-2023, resulting in a total 2019- 2023 deficit of $20,000. This deficit is within the likely margin of error of the fiscal model and reflects a change from the baseline of major near-term deficits to nearing fiscal balance. As in the baseline, however, annual deficits increase over time as cost increases outpace revenue growth. In the second half of the 10-year outlook, deficits are projected to total $160,000, for a total 10-year deficit of $180,000. 2019-2023 2023-2028 Total Revenues 5,730,000$ 6,170,000$ 11,900,000$ Expenditures 5,750,000$ 6,330,000$ 12,080,000$ Surplus (Deficit)(20,000)$ (160,000)$ (180,000)$ DRAFT: December 28, 2018 OPTION 2 The minimum level of service adjustments made in Option 1 approach fiscal balance in the short-term, but grow increasing deficits over time. With this in mind, PTPL approached Option 2 as the next step in level of service adjustments necessary to achieve long-term fiscal sustainability, while minimizing impact to library users. Building on the LOS adjustments made in Option 1, Option 2 would require an additional freeze of a paraprofessional staff position, for another reduction of 0.5 FTE. However, PTPL anticipates that together, this reduction of 1.13 FTE from the baseline paraprofessional LOS may result in operational changes which could slightly reduce services, shown below. Choosing to prioritize programming, Library leadership estimate resizing programming and engagement hours at a level that allows core programs such as three weekly storytimes and once monthly adult lectures to be maintained. The $1.00 per capita reduction in print materials investment is carried forward. Exhibit 7. Option 2 LOS SERVICE METRIC OPTION 2 LOS VARIANCE FROM BASELINE LOS Professional Staff FTE 3.00 No change Paraprofessional Staff FTE 1.63 -1.13 Support Staff FTE 3.87 No change Print Collections Per capita investment ($) $5.20 -$1.00 per capita Electronic Collections Flat investment ($) $10,000 No change Access to Virtual Spaces Publicly available workstations 22 No change Access to Physical Spaces Publicly available square feet 10,100 No change Adult Programming Hours 108 -27 Youth Programming Hours 192 -8 Community Engagement Hours 156 -52 Public Service Hours Open hours 2,704 -156 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. FINDINGS: The slight resizing of programs while maintaining core library programs does reflect PTPL’s commitment to continuing its innovative partnership with Port Townsend schools (described in the Situation Assessment section Partnerships), with minor changes in youth programming in the library that could be moved to the elementary school. Because of strong adult programming city wide and at nearby Jefferson County Library locations, PTPL leadership sees the roughly ½ hour per week reduction in adult programming as an opportunity to enhance and support partnerships with Jefferson County Library and other community organizations. PTPL also estimates that the reduction of 1.13 paraprofessional FTE would result in fewer open hours, specifically a reduction by three open hours on Saturdays, changing the hours to 1-5pm instead of 10am- DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 13 5pm. PTPL would maintain its remaining Sunday open hours, and its other public service hours throughout the week (see Exhibit 11 for PTPL’s open hours schedule, providing service every day of the week). Option 2 results in modest annual surpluses for the entire 10-year term, shown in Exhibit 8. Exhibit 8. Option 2 Projected Revenues and Expenditures, 2019-2028 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. The near-term surplus 2019-2023 totals $240,000, or $48,000 annually, on average. However, this surplus erodes over time, in keeping with the trend seen in the baseline and Option 1 fiscal outlooks. From 2023-2028, the projected surplus totals $120,000, or $24,000 annually, on average. Depending on Library and/or City fiscal policy, this level of surplus after expenses are covered may be necessary to meet reserve goals. In total, the 10-year surplus projected for Option 2 totals $360,000. 2019-2023 2023-2028 Total Revenues 5,730,000$ 6,170,000$ 11,900,000$ Expenditures 5,490,000$ 6,050,000$ 11,540,000$ Surplus (Deficit)240,000$ 120,000$ 360,000$ DRAFT: December 28, 2018 BASELINE PLUS As shown above, baseline LOS results in significant deficits in both the near and long terms. Option 2 shows resized services. However, results from PTPL’s customer satisfaction survey conducted in the spring of 2018 (see Customer Service Survey Analysis and Appendix B: PTPL Customer Satisfaction Survey One-Page Summary) show that library users would like enhanced services from the Library over and above the baseline level of service PTPL currently provides. To gauge feasibility of enhanced services, Library leadership identified LOS adjustments needed to meet library user requests, presented below. Together, these LOS adjustments reflect a “baseline plus,” or increases to the baseline LOS. Exhibit 9. Baseline Plus LOS SERVICE METRIC BASELINE PLUS LOS VARIANCE FROM BASELINE Professional Staff FTE 4.00 +1.00 Paraprofessional Staff FTE 2.00 -0.76 Support Staff FTE 4.50 +.635 Print Collections Per capita investment ($) $8.00 +$1.80 per capita Electronic Collections Flat investment ($) $15,000 +$5,000 Access to Virtual Spaces Publicly available workstations 25 +3 Access to Physical Spaces Publicly available square feet 10,100 No change Adult Programming Hours 270 +135 Youth Programming Hours 400 +200 Community Engagement Hours 300 +92 Public Service Hours Open hours 3,016 +156 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. FINDINGS: The baseline plus option includes one reduction in LOS. Currently, PTPL utilizes paraprofessional staff to provide service to library users that PTPL would wish to transition to credentialed librarians. With the 1.00 FTE increase in professional staff, PTPL estimates that its need for paraprofessional staff would decrease. Other adjustments from the baseline include expanding adult and youth programming and open hours, increased workstations and investment and service enhancements in both print in terms of buying more popular titles to keep up with holds queue demand and electronic collections such as adding digital magazines and more streaming movie and music services. These changes align with those requested through the customer satisfaction survey, including more professional staff, more adult programming, smoother and more accessible technology, expanded open hours, and more print materials (see Specific changes that could improve the library). Costs associated with these increases are significant, shown in Exhibit 10. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 15 Exhibit 10. Baseline Plus Projected Revenues and Expenditures, 2019-2028 Sources: PTPL, 2018; Washington State Public Library Statistics, 2018; OFM, 2018; BERK, 2018. In the near term, baseline plus results in $1.16 million in deficits 2019-2023. Those deficits increase in the next five years to $1.4 million 2023-2028, for total deficits of $2.56 million in the 10-year period. Should the enhanced services requested by library users be enacted, significant additional revenues would be required. Additional revenues could come from freed up general fund resources, as described in 2019-2023 2023-2028 Total Revenues 5,730,000$ 6,170,000$ 11,900,000$ Expenditures 6,890,000$ 7,570,000$ 14,460,000$ Surplus (Deficit)(1,160,000)$ (1,400,000)$ (2,560,000)$ DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 16 Fiscal Model Development. However, should the City realize these anticipated revenues, the City will face competing needs and allocating any portion to supplement the Library’s operational budget is not guaranteed. Further community input would be needed to consider the implications of the Baseline Plus model and expanded services as it cannot be achieved with current tax supported revenue. DRAFT: December 28, 2018 Conclusion and Next Steps The Library has identified two options (Option 1 and Option 2) that maximize level of service to library users while managing its fiscally constrained environment, and a third (Baseline Plus) which meets library user requests but is not fiscally feasible. Because Option 1 results in fiscal balance in the near term but incurs more deficits over time, Option 1 stands out as an actionable right away. Option 2 results in small surpluses over the study period, and could be phased in as necessary to support continued fiscal balance achieved in the early years of Option 1. Annexation of PTPL into to Jefferson County Library (JCL) has been considered in the past. (see: Partnerships). While the consultant Del Mar report from the early 2000s may be out of date, its annual updates indicate that such an annexation would result in significant operational deficits which, even with the LOS changes identified in this study, would make an annexation unlikely to produce benefit to either JCL or current PTPL library users. To verify, PTPL and JCL may consider reevaluating whether annexation would make fiscal sense through an updated annexation study. The subject is not under current discussion at either library. Additionally, this LOS Analysis does not consider the Library’s capital costs, which are funded through the general fund. The Library’s dedicated levy is restricted for use in funding operations only and cannot be allocated for capital expenditures. The capital costs the Carnegie Library building incurs can be significant. The City and Library Foundation have invested significantly in capital projects and deferred maintenance to the library building such as replacing the roof, seismically retrofitting the Carnegie building and the restoration of the Pink House historic rock wall and repairs to the historic Carnegie stairs. However, further improvements to the Carnegie Library are still needed such as: a new HVAC system, repairs to the Pink House exterior, and elevator. A capital levy proposing only necessary improvements to the existing building, without expansion, may be supported by the community. Further community outreach could determine the level of support for an updated capital facilities plan for the Library that include significant improvements to the existing building and grounds. Resident unwillingness to fund Library capital improvements may extend to Library operations, or discomfort with the Library’s earlier capital proposal may be eased by the creation of a holistic, sustainable operations plan. PTPL plans to work closely with the Library Advisory Board in 2019 to conduct significant and structured community engagement to build on this study and the work of the Customer Satisfaction Survey, with the goal of creating a financially sustainable and community- supported long-range plan for the library’s operations and facilities. Working together with the community on this plan will demonstrate what type of Library operations and facilities the community supports, and whether the community desires to fund the library at that level. Inversely, the process and plan will help guide the Library toward right-sizing Library services to the community’s willingness to pay. This study provides the Library the first steps toward achieving fiscal sustainability, and sets initial parameters for the community’s conversation on desired Library services. Appendix A: Situation Assessment PURPOSE OF THIS ASSESSMENT This Situation Assessment is the first step to help the Library develop a financially sustainable operating strategy. This effort presents the baseline level of service and fiscal information, as well as a summary of stakeholder engagement efforts which included seven informant interviews and a customer service survey with 584 respondents. These stakeholder inputs provide additional nuance around the Library’s fiscal position, its current service demands, how these demands might change over time, and other issues like administration, personnel, and community preferences, that need to be understood to fully evaluate the alternatives. Additional information on stakeholder engagement methodology and findings is presented beginning on page 45. BACKGROUND PTPL’s Role in Port Townsend Library Mission The Port Townsend Public Library operations are guided by the following mission statement: The Port Townsend Public Library encourages a lifelong love of reading and learning and supports the quest for knowledge, creativity, and adventure by providing free and open access to information and ideas. The library sees its mission, and resulting operations, as part of fulfilling the City’s fifth objective of its 2016-2018 Strategic Plan: foster a strong education community culture. Service Model PTPL offers a high level of service in comparison to libraries serving similarly sized communities. Collections are maintained on a regular basis with new items added monthly, ensuring the collection stays relevant and shifts to meet the changing needs of the community, while offering print and digital collections. Programming for all ages is available with three weekly story times focused on early literacy, monthly STEAM (Science, Technology, Engineering, Arts and Math) after school programs, and bimonthly family programs like movie nights and cultural events. Adult programming includes a monthly book club, a biweekly Shakespeare reading group, one to two author lectures per month, special classes and a reading series including the annual Community Reads and Summer Reading program. The hours of operation provide access to the library seven days a week with evening and weekend hours for 56 hours total weekly open hours. The library offers a suite of electronic services from research databases, online newspapers, online learning programs, and eBook and eAudiobooks. Library staff provide reference assistance, reader advisory services, and basic technology help. The Pink House, a library outbuilding, serves as a public meeting room for the community. Public computers are available for children, teens and adults with high speed internet as well as public WiFi. PTPL works strategically to leverage partnerships to enhance and expand services as demonstrated with the CLEO partnership with the Jefferson County Library and the Port Townsend School District. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 19 Partnerships CLEO The Cooperative Libraries of the Eastern Olympics (CLEO) system is a partnership with public libraries and school districts to bring cost effective library services to Jefferson County. PTPL’s investment in CLEO is typically $20,000 - $25,000 annual contract cost. Reciprocity agreements enable PTPL to provide desired physical materials, electronic resources and services to patrons without bearing the full cost of purchasing collections. JCL and PTPL provide a shared materials courier service for all CLEO member libraries six days per week. School District Collaboration PTPL’s collaboration with local schools ensures that students have easy access to materials through their own school library, PTPL library collections, and Jefferson County materials. Port Townsend students receive a library card at school, granting them access to the entire suite of materials made available through PTPL’s CLEO partnership. Students may check out and receive materials at their school library and return them to the Carnegie Library, or vice versa. Reciprocally, CLEO members have access to Port Townsend School District library collections through the courier service. Kickstarted with a grant from a local Better Living Through Giving grant and further supported through a Paul G. Allen Family Foundation grant, this collaboration is part of PTPL’s effort toward building a strong education community through lifelong learning, modernizing library services, making them equitably and easily accessed by all Port Townsend residents. Currently, the PTPL has partnered with Salish Coast Elementary to incorporate a public library component into the building, interconnected with the school but separately accessible. Because of this partnership, PTPL is able to expand access to services with a budget-neutral effect. Jefferson County Library While PTPL is the primary public library for the city, neighboring Jefferson County Library, is the primary public library for the county and provides a bookmobile with locations distributed around Jefferson County, and a slightly larger range of evening hours. Both Port Townsend Public and Jefferson County libraries are members of the consortium Cooperative Libraries of the Eastern Olympics (CLEO), a consortium sharing program which allows library card holders to access materials from any other participating library throughout the country. JCL is a key partner to PTPL and owns Polaris, the integrated library system catalog that CLEO shares. As a partner in the community, Jefferson County Library is well positioned to complement PTPL’s efforts by offering expansive library services to county residents. For example, PTPL does not currently have an adult services librarian on staff. Jefferson County Library has capacity to offer more adult programming, especially regarding technology classes to round out PTPL’s offerings and ensure many community groups have relevant services available. Jefferson County Library offers different services that complement PTPL’s efforts, including weekly adult programming, especially around technological literacy, and operates as a central branch model, as PTPL does. The Jefferson County Library is a twenty-minute drive from the Carnegie Library. Together, Port Townsend residents have access to the larger JCL’s broader library services for adults, programming, and materials, and PTPL’s targeted offerings for the Port Townsend community specifically. PTPL evaluated the level of service and cost implications for annexing to the Jefferson County Library DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 20 District, as detailed in the 2002 report “Considering the Annexation of the Port Townsend Public Library.” This study identified few level of service benefits of annexation and highlighted a substantial funding gap in transferring to the Jefferson County Library District property tax. This gap was estimated at $230,000-$250,000 in 2002. The estimated funding gap were PTPL to annex to the Jefferson County Library District in 2018 is $344,046. Based on this study, and its annual updates, PTPL and Jefferson County Library District consider annexation infeasible. Hours of operation for the libraries and bookmobile are outlined in Exhibit 11 below. Exhibit 11. Library Service Locations and Weekly Open Hours in Jefferson County, as of 2018 PROVIDER WEEKLY OPEN HOURS Port Townsend Public Library Monday – Thursday 10 a.m. to 7 p.m. Friday 10 a.m. to 6 p.m. Saturday 10 a.m. to 5 p.m. Sunday 1 p.m. to 5 p.m. Jefferson County Library Monday – Thursday 10 a.m. to 8 p.m. Friday & Saturday 10 a.m. to 5 p.m. Sunday 1 p.m. to 5 p.m. Bookmobile (Jefferson County Library) * denotes book drop location Brinnon Johnston’s Realty* Thursday 12 – 3 pm Saturday 10:30 am – 12:30 pm Cape George Firehall Wednesday 10 – 11 am Coyle Community Center * Monday 10 – 11:30 am Gardiner Community Center* Monday 2:30 – 3:30 pm Paradise Bay, Shore Dr. & Spruce St. Wednesday 12 – 12:30 pm Port Ludlow Village Store* Wednesday 1:30 – 4:30 pm Quilcene Community Center* Tuesday 10 – 11:30 am; 2 – 4 pm Saturday 2 – 4 pm Friends of the Port Townsend Library The Friends of the Port Townsend Library is a 501(c)(3) organization. Funds raised supplement the City’s budget and contribute to services, programs, and materials offered at the Library. With the primary focus of supporting programs for children and adults including the annual Community Read in March and the All Ages Summer Reading program in June-August. Individuals wishing to support the Library financially may donate to or join the organization as a member by contributing $10 or more. Business memberships are available for $100 annually and include advertising space in each newsletter of the current membership year (June 1 – May 31). DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 21 Members, or Friends, may volunteer in a variety of roles, including administering the three annual book sales, organizing book donations, and assisting with publicity and outreach. Friends also receive the newsletter, early admission to book sales, an invitation to the annual meeting of Friends, and invitations to speaker events featuring local authors. Friends funding has been used to support programming for all ages, book club kits, program supplies, and special events. Port Townsend Public Library Foundation The Port Townsend Public Library Foundation is a 501(c)(3) organization. According to its Purpose and Vision statement, “The Port Townsend Public Library Foundation supports the Public Library’s mission and goals through fundraising that supplements the library’s tax-based support for the benefit of our community.” Donations may be made online, or through arrangement with the foundation. Legacy giving is another option for those who wish to contribute. Foundation funding has been used for collections, technology, and capital improvements, as well as programming for schools and the community. Community Informants and survey respondents describe the Library as a community icon, contributing meaningfully to the character of Port Townsend. They see the role of the Library shifting toward providing community resources and social services in addition to the traditional role of providing books and related community programming. Respondents value the Library for providing a place for families, retirees, students, those without homes, and other community members to gather, participate in programs, and access materials and technological tools. Governance City of Port Townsend PTPL is a department of the City of Port Townsend, with leadership reporting to the Port Townsend City Council. PTPL operates in coordination with City objectives and relies on central City services, including Information Technology services and building maintenance. Its regular operations are managed by the Library Director, with support from one Youth Services Library Manager and one Public & Technical Services Library Manager. PTPL Advisory Board The Library Advisory Board (LAB) is a citizen advisory group that meets bi-monthly. As outlined on the City of Port Townsend website, “The board acts as an advisory board to the city manager and city council concerning the operations of the Port Townsend Library. The board offers advisory opinions concerning: the supervision, care and custody of library property; the annual operations budget; purchase of supplies and materials for library patrons; hours of operation for public use of the library. The board also develops policy for the selection of books, periodicals, maps, materials, and information services for the library's operation. In addition, the board may make recommendations to the city council regarding long-range planning of facilities and funding-based proposals.” Recently, LAB has advised on the following library policies that have been adopted or currently under review by the Port Townsend City Council: the library becoming fine free, a patron privacy policy, a collection development policy, a DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 22 code of conduct policy, and a community meeting rooms policy. LAB will advise on future levels of service and assist with community meetings to engage the public with levels of service decisions and long-term planning for the library. Some LAB members have been trained in in the Aspen Institute’s “Rising to the Challenge” community conversation guide for public libraries. DEMOGRAPHIC LANDSCAPE Since 2010, Port Townsend and Jefferson County have experienced modest population growth. As shown in Exhibit 12, Port Townsend’s population grew by over 430 people in the 8-year period, for an average annual growth rate of 0.6%. Comprehensive Plan projections for population expect a 1.3% rate of annual growth in the city. Exhibit 12. Population Growth, 2010 to 2018 and Projected Source: Washington Office of Financial Management, 2018; Jefferson County Comprehensive Plan, 2017; BERK, 2018. The breakdown of the Port Townsend population by age and sex is shown in Exhibit 13. Over 40% of the population of males and females is over age 60, and the median age is 56.5 years old. Exhibit 13. Age and Sex, 2016 Source: American Community Survey 2011-16 Table S0101, 2018; BERK, 2018. Compound Annual Growth Rate 2010-18 2018-28 0.7%1.1% 0.6%1.3% 29,872 31,590 9,113 9,545 10,914 35,199 2010 2012 2014 2016 2018 2020 2022 2024 2026 2028 Jefferson County Port Townsend Median Age 56.5 ■ Males ■ Females 9% 6% 8% 6% 11% 16% 24% 19% 10% 8% 6% 8% 10% 16% 26% 17% Under 10 10 to 19 years 20 to 29 years 30 to 39 years 40 to 49 years 50 to 59 years 60 to 69 years 70 years and over DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 23 A large majority of Port Townsend identified as white (93%), shown in Exhibit 14. The largest categories of people of color are Asian alone (3%), black alone (2%), or as two or more races (2%). Exhibit 14. Race and Ethnicity, 2016 Source: American Community Survey 2011-16 Table B02001, 2018; BERK, 2018. Port Townsend household income as of 2016 is shown in Exhibit 15. 53% of households in the city earn an income of less than $50,000 per year. Exhibit 15. Household Income, 2016 Source: American Community Survey 2011-16 Table B19001, 2018; BERK, 2018. ■ Two or More Races ■ Other Race Alone ■ Black Alone ■ Asian Alone ■ People of Color ■ White Alone 2016 93% 7% 3% 2% 0.3% 2% 7% 27% 26% 30% 13% 8% 9% 2016 $150,000 and more $100,000 to $149,999 $75,000 to $99,999 $50,000 to $74,999 $25,000 to $49,999 Less than $25,000 Median Household Income: $44,753 DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 24 Educational attainment for adults age 24 and older is shown in Exhibit 16. Over 50% of the population has a bachelor’s degree or higher. Just 3% of adults have no high school diploma. Exhibit 16. Adult Educational Attainment (age 24 +), 2016 Source: American Community Survey 2011-16 Table S1501, 2018; BERK, 2018. The majority (43%) of civilian employment in Port Townsend is related to management, business, science, and arts, shown in Exhibit 17. Service occupations make up a quarter (25%) of employment. Exhibit 17. Civilian Employment, 2016 Source: American Community Survey, 2011-16 Table S2401 and S2301, 2018; BERK, 2018. 3% 20% 25% 30% 22% 2016 Graduate or professional degree Bachelor's Degree Associate's or Some College High School Graduate No High School Diploma 43% 25% 17% 7% 8% 2016 Production, transportation, and material moving Natural resources, construction, and maintenance Sales and office occupations Service occupations Management, business, science, and arts Unemployment Rate: 5.7% DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 25 PORT TOWNSEND PUBLIC LIBRARY OPERATIONS ANALYSIS Methodology Using data from Port Townsend Public Library and the Washington State Public Library Statistics, we present recent trends in Library operations, including staffing, services, usage, and funding, and show comparable library systems. These trends and analysis describe how and what level of service PTPL operates and provide context for the financial modelling in the next phase of this study. Staffing The Library’s staff positions and FTE totals taken from the City’s 2018 staffing summary are detailed in Exhibit 18 below. Exhibit 18. FTE and Staff by Division and Position, 2018 Division Position Number of Staff FTE ADMINISTRATION Library Director 1 1.00 Technical Services Manager 1 1.00 Youth Services Library Manager 1 1.00 Library Assistant 1 .75 Library Assistant 1 .50 Library Assistant 1 .88 Library Associate 1 .88 Library Associate 1 .75 Library Associate 1 .50 Library Associate 1 .63 Library Page 1 .40 Library Page 1 .40 Library Page 1 .40 SUBSTITUTES & VOLUNTEERS Library Substitute 1 .54 Volunteers - Library Variable 1.00 TOTAL 10.63 Sources: City of Port Townsend, 2018; BERK, 2018. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 26 Full-time employees (FTE) have decreased slightly in number since 2010, shown in Exhibit 19, with the ratio of librarian to non-librarian staff fluctuating year-to-year. Exhibit 19. FTE by Type and per 1,000 Population, 2012-2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. Population growth in Port Townsend did not significantly affect the rate of Library FTE per 1,000 residents between 2015 and 2017, when staffing levels stayed constant at 9.60. Port Townsend has a high ratio of staff to residents, as identified in the Library System Comparisons (Level of Service) section. Port Townsend Library staff are not union-represented, unlike many other Washington library systems. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 27 Services and Usage The Port Townsend Public Library, like many public library systems, is experiencing changes in how people access and use library materials and services, with an increasing focus on digital offerings. Additionally, PTPL provides many services beyond the traditional lending of materials. A summary of PTPL’s services includes: ▪ Lending of materials, including:  Print materials  Audio materials  Video materials  Electronic materials  Book Club Kits  the unusual items (a library of things) ▪ Classes and programming for children, teens, adults ▪ Reading programs (including a summer reading program for children, teens, and adults) ▪ Computers, internet access, WiFi, and photocopy services ▪ Meeting room ▪ Adaptive services (public phone, assisted hearing devises, etc.) ▪ Outreach services to the homebound, nursing homes, and adult care facilities ▪ Technology help and resources, such as access to Microsoft Imagine Academy ▪ “Community Read” annual program book discussion groups and an in-person author talk ▪ Research tools and subscription databases ▪ Teachers’ resources and class visits ▪ Volunteer opportunities ▪ Access to additional library collections through CLEO consortium Visits to the Library have increased annually since 2013, as have visits per capita, as shown in Exhibit 20.3 Exhibit 20. Total Library Visits and Visits per Capita, 2012-2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. 3 In 2013 and 2014 the library was undergoing a remodel and during some of that time operated out of the basement of the Mt. View School. Access was more difficult and as result usage dropped. The steady rise reflects moving back to the remodeled Carnegie location. Additionally, two new self check-out stations were added at this time; PTPL reports that they now account for 60-65% of daily check outs. This has allowed PTPL to operate with the same staffing model and now a single service desk. In the past, PTPL had an upstairs reference desk, children’s desk and circulation desk. Now, PTPL can operate with two staff on the floor; prior to the remodel, PTPL used four. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 29 Library Materials Collections and Circulation PTPL’s collection size has increased overall in the analysis period, shown below in Exhibit 21, largely due to growth in audio materials and E-Books. Electronic materials are shared through PTPL’s Washington Anytime Library digital consortium, with PTPL’s own collection mainly in about 48,000 print and A.V. materials. PTPL is limited by space, and materials are evaluated annually to allow new, relevant print materials into the collection. Exhibit 21. Collection Size by Material Type, 2012-2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. As the size of the collection available through PTPL has grown steadily since 2014, so too has circulation. Total circulation and circulation per capita is shown below in Exhibit 22. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 30 Exhibit 22. Total Circulation and Circulation per Capita, 2012-2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. Circulation by the material categories shown in Exhibit 21 is years 2015-2017. Exhibit 23. Circulation of Print Materials by Category, 2015-2017 Sources: City of Port Townsend, 2018; BERK, 2018. Circulation of print materials has increased in recent years, and is comparable to circulation of non-print materials, shown in Exhibit 24. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 31 Exhibit 24. Circulation of Non-Print Materials by Category, 2015-2017 Note: Electronic materials includes eBooks, eAudio, and eMagazines. Sources: City of Port Townsend, 2018; BERK, 2018. Electronic materials, referenced as E-books in earlier circulation exhibits, are growing in collection size, in the share of total collection, and circulation. Circulation of print materials, particularly adult and children’s books, have grown 2015-2017, even as PTPL’s print material collection has decreased in size. Exhibit 25 shows PTPL’s turnover rate (the Library’s total circulation divided by its total library collection) for the analysis period. Exhibit 25. Turnover Rate, 2012-2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 32 The turnover rate is a proxy for how well-used the collection is: it assumes that materials are circulated equally, when some materials circulate many times, and others not at all. With this assumption noted, the rate at which the collection turns over has decreased overall in the analysis period. Context for this turnover rate is provided in the Library System Comparisons (Level of Service) section. Programming and Attendance The number of adult and youth programs, as well as the overall attendance rate, is provided in Exhibit 26. PTPL has a 2015-2017 average per capita program attendance rate of 0.73. Overall program attendance tracks with the amount of programming offered. Exhibit 26. Adult and Youth Programming and Attendance Sources: City of Port Townsend, 2018; BERK, 2018. 26%25%31% 72% 69% 56% 3% 10% 305 384 332 0.55 0.91 0.75 0.25 0.45 0.65 0.85 1.05 1.25 1.45 1.65 1.85 0 50 100 150 200 250 300 350 400 450 2015 2016 2017 Adult Children Teen All Ages Attendance per Capita DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 33 Technology Resources and Usage PTPL reports that providing internet and computer access is an increasingly demanded library service. Exhibit 27 shows utilization of PTPL’s 22 public computer workstations. Exhibit 27. Public Computer Sessions per Capita, 2016-2017 Sources: City of Port Townsend, 2018; BERK, 2018. Internal PTPL data on computer use prior to 2016 is not available, but Washington Public Library Statistics previous years’ data reports that PTPL public computers were in use 91% percent of the time in 2013 (at 16 publicly available workstations), and 100% of the time 2014-2016, as the number of public workstations increased. PTPL reports that public computers are in high demand. PTPL Funding The Library’s operations are primarily funded by a Library-dedicated property tax levy lid lift (passed in August 2008). As noted previously, Friends of the Port Townsend Library and the Port Townsend Public Library Foundation provide fundraising services and project funding to the Library above designated tax support for operating costs. The 2008 permanent single-year levy lid lift ensured a dedicated source of operating revenues for PTPL; however, the one percent maximum levy increase (excepting taxes on new construction) applies to the single-year lid lift levy amount. Because operations costs, including salaries and benefits, maintenance costs, and technology costs, are increasing annually at or above inflation, PTPL is increasingly constrained over time by its dedicated revenue source, such that levy revenues no longer match operating costs. PTPL is reaching its tipping point, and the City projects that PTPL expenses will outweigh revenues for the current budget year 2018 and moving forward. This section reviews historical revenues and expenditures, with all amounts adjusted for inflation to 2018$, to show PTPL’s significant cost drivers. 26,272 26,592 2.77 2.80 - 0.50 1.00 1.50 2.00 2.50 3.00 - 5,000 10,000 15,000 20,000 25,000 30,000 2016 2017 Public Computer Sessions Sessions per Capita DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 34 Historical Revenues PTPL is funded primarily by its dedicated property tax, as shown in Exhibit 28. Exhibit 28. PTPL Historical Revenues, 2013-2018 (2018$) Sources: Washington Public Library Statistics, 2018; BERK, 2018. Revenues are adjusted for inflation to show the purchasing power of PTPL revenues over time; as a result, PTPL’s revenues in 2018$ have remained stable 2013-2018, with some one-year increases due to private contributions in 2015 and 2016. Private contributions are project-specific and inconsistent; they do not contribute to the Library’s general operating costs. 2013 2014 2015 2016 2017 2018 Actuals Budget Property Tax 1,039,857$ 1,038,599$ 1,063,946$ 1,065,046$ 1,061,999$ 1,076,951$ Fees and Charges 9,513$ 9,838$ 11,358$ 9,742$ 4,417$ -$ Grants 11,411$ -$ 7,748$ 1,454$ -$ -$ Private Contributions 11$ -$ 24,877$ 34,245$ 1,294$ -$ Transfers-In -$ -$ -$ -$ -$ -$ Other Revenue 12,272$ 5,210$ 4,910$ 4,783$ 3,824$ 650$ Total 1,073,064$ 1,053,647$ 1,112,840$ 1,115,270$ 1,071,534$ 1,077,601$ DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 35 Historical Expenditures PTPL’s annual operating budget in 2018$ averages $1.06 million for the 2013 to 2018 time period, as shown in Exhibit 29. Exhibit 29: Historical Expenditures, 2013-2018 (2018$) Sources: City of Port Townsend, 2018; BERK, 2018. Staff costs, including salaries and benefits, are a significant portion of total expenditures for PTPL. Overhead costs are the next-largest portion of costs and are represented in years 2013-2016 in the Interfund category. Interfund costs include costs for Equipment and Replacement and IT only for years 2017-2018. Overhead, Equipment and Replacement, and IT costs are determined by a city-wide cost allocation model which allocates costs annually according to usage and FTE data from two years prior. PTPL’s interfund and overhead costs are significant due to high use of interfund services, especially Information Technology, to provide internet access and workstations to the public, and building maintenance, needed to keep the Carnegie Library operational. 2013 2014 2015 2016 2017 2018 Actuals Budget Staff (Salaries, Wages, and Benefits)651,233$ 634,133$ 603,640$ 606,480$ 591,621$ 634,007$ Collections 78,936$ 92,614$ 83,821$ 76,246$ 68,469$ 75,000$ Library Services 151,633$ 46,980$ 85,849$ 88,399$ 80,856$ 87,953$ Office and Operating Supplies 12,844$ 13,548$ 19,211$ 20,739$ 11,103$ 12,000$ Interfund 140,127$ 251,605$ 293,087$ 254,682$ 65,165$ 63,806$ Overhead 8,938$ -$ -$ -$ 202,185$ 214,972$ Capital 24,194$ 578$ 25,950$ 1,789$ 5,346$ 2,641$ Total 1,067,904$ 1,039,457$ 1,111,558$ 1,048,334$ 1,024,747$ 1,090,379$ DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 36 Library System Comparisons (Level of Service) The Washington State Library does not have published level of service standards for the State and neither does PTPL. To understand PTPL’s current level of service, we selected the following city public libraries as comparisons: ▪ Anacortes Public Library ▪ Burlington Public Library ▪ Camas Public Library ▪ Ellensburg Public Library ▪ Grandview Library ▪ Kelso Public Library ▪ Liberty Lake Municipal Library ▪ Ocean Shores Public Library Comparison libraries were selected for their similarity to PTPL’s service population, service model, or usage data. Facilities Like PTPL, the comparison libraries operate out of one municipally-controlled central library, with no branches. Square footage for each facility is presented in Exhibit 30. PTPL’s library is smaller than six comparison libraries. Exhibit 30. Comparisons: Library Facilities, 2017 LIBRARY LIBRARY SQUARE FOOTAGE Camas Public Library 34,627 Anacortes Public Library 28,000 Burlington Public Library 22,000 Grandview Library 16,000 Ellensburg Public Library 12,795 Kelso Public Library 11,627 Port Townsend Public Library 10,100 Liberty Lake Municipal Library 9,000 Ocean Shores Public Library 4,230 Sources: Washington Public Library Statistics, 2018; BERK, 2018. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 37 Services and Usage As noted in the Services and Usage section, PTPL’s collection size and circulation has increased in recent years, and turnover is down from 2012 levels. Exhibit 31 shows these metrics against the corresponding data for comparison library systems. Exhibit 31. Comparisons: Borrowers per Capita and Turnover, 2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. Though PTPL’s collection turnover rate is down from 2012 levels, its turnover rate is well above all comparison library system rates. PTPL’s borrower per capita rate is relatively high at .8, with three comparison library systems (Anacortes, Burlington, and Kelso Public Libraries) above PTPL’s rate. Kelso Public Library reports a per capita rate of 1.1 borrowers, meaning more borrowers than residents of the city, likely due to their card-issuing policies. Taken together, these comparisons show that PTPL’s library collection is highly utilized by a large portion of the resident population. Population Borrowers Collection Circulation Port Townsend Public Library 9,500 7,577 119,764 272,038 Anacortes Public Library 16,780 14,510 173,714 216,905 Burlington Public Library 8,715 8,939 120,617 142,558 Camas Public Library 23,080 13,659 183,147 228,554 Ellensburg Public Library 19,550 11,565 154,237 166,446 Grandview Library 11,170 6,495 114,283 19,625 Kelso Public Library 11,980 13,141 133,576 81,560 Liberty Lake Municipal Library 9,910 6,519 116,999 124,329 Ocean Shores Public Library 6,055 3,876 90,966 58,765 DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 38 Exhibit 32 shows usage of PTPL and comparison library systems’ non-material services, including public workstations and program attendance. Exhibit 32. Comparisons: Services, 2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. Burlington Public Library is an outlier among the comparison library systems with the highest rate of public workstations per 1,000 residents (5.4) and program attendance per capita (2.0). PTPL keeps with its peers in public workstations per 1,000 residents, with four comparison library systems at or above PTPL’s rate of 2.3, and four below. PTPL’s program attendance per capita rate of 0.7 is lower than most comparison library systems. Total attendance is shown for context, as PTPL’s total attendance is the fourth-highest in the comparison group. Population Public Workstations Program Attendance Total Attendance Port Townsend Public Library 9,500 22 7,100 148,404 Anacortes Public Library 16,780 26 15,857 166,508 Burlington Public Library 8,715 47 17,556 157,431 Camas Public Library 23,080 29 38,179 193,342 Ellensburg Public Library 19,550 29 15,327 132,917 Grandview Library 11,170 30 1,397 39,334 Kelso Public Library 11,980 11 5,725 99,700 Liberty Lake Municipal Library 9,910 21 11,459 69,522 Ocean Shores Public Library 6,055 14 1,790 40,669 DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 39 Funding – Revenues Funding models for library operations and capital improvements are shown below in Exhibit 33. Exhibit 33. Comparisons: Funding Model OPERATING REVENUE SOURCES DEDICATED CAPITAL REVENUE SOURCES Port Townsend Public Library ◼ Library Fund (City of Port Townsend Property Tax Levy) ◼ Private donations ◼ Non-profits (Friends of the Port Townsend Library, Port Townsend Public Library Foundation) ◼ 2017 LTGO4 bonds (roof and window replacement on the Annex building, replacement of the ext. retaining wall, & other misc. repairs) – refinance of the 2008 LTGO bonds Anacortes Public Library ◼ Public Library Fund, includes: o Taxes (property, sales, utility) o Interlocal grants/entitlements o Charges for services (data processing, printing, passport and naturalization services, library services) o Fines/penalties o Long-term space and facilities leases ◼ Private donations ◼ Non-profits (Friends of the Anacortes Library, Anacortes Public Library Foundation) ◼ Library Construction Fund (main floor remodel to modernize the meeting room and reorganize library space) ◼ REET5 (for library carpet replacement) Burlington Public Library ◼ Current Expense Fund ◼ Library service fees ◼ Private donations ◼ Non-profits (Friends of the Burlington Library, Burlington Library Foundation) ◼ Equipment Rental and Replacement Fund ◼ Lodging Tax (for operating tourism market facilities and to operate and market events and festivals) 4 Limited-tax general obligation bonds 5 Real estate excise tax DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 40 OPERATING REVENUE SOURCES DEDICATED CAPITAL REVENUE SOURCES Camas Public Library ◼ General Fund, includes: o Property tax o Library fines o Central Services budget provides op., maintenance, and repair of city facilities including the library o Library budget ◼ Partnership with Fort Vancouver Regional Library (provided cataloging software and technical expertise at no cost to Camas, contract changing soon) ◼ Fines for lost books ◼ Non-profits (Friends & Foundation of the Camas Public Library) ◼ 2017-2023 CFP lists bonds for design/build of north side library and remodel/expand main library ◼ REET 1, must be used on capital projects in the capital facilities plan (2017-2023 currently doesn’t include any REET funded projects) Ellensburg Public Library ◼ General Fund, includes: o Taxes (property, sales, utility) – the Total Property Tax (TPT) includes the tax levied for the City Library upgrade in 2004 o Fines and penalties o Interfund charges o Misc. revenues ◼ CATV Fund (for operations & maintenance of public access TV) ◼ Private donations (held/managed through the Library Trust Fund and the Hal Holmes Trust Fund) ◼ Non-profits (Friends of the Ellensburg Public Library) ◼ 2002 UTGO6 Library Bond for renovation of the Library and event center (Hal Holmes) – refunded and reissued in 2014 at a lower rate 6 Unlimited tax general obligation bonds DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 41 OPERATING REVENUE SOURCES DEDICATED CAPITAL REVENUE SOURCES Grandview Library ◼ Current Expense Fund, includes: o Taxes (property, sales, criminal justice, utility) o Licenses and permits o Intergovernmental revenues o Charges for services (includes photocopies, library use fees) o Fines (includes late returns) o Note: library grounds maintenance budgeted in the Parks Maintenance Services program of the Current Expense Fund ◼ Private donations ◼ Non-profits (Friends of Grandview Library) ◼ None found Kelso Public Library ◼ Library Fund, includes: o Property and sales tax o Charges for services (photocopies) o Library use fees o Fines/late returns ◼ Private donations ◼ Non-profits (Friends of the Kelso Public Library) ◼ None found Liberty Lake Municipal Library ◼ General Fund, includes: o Property tax o License and permits o Intergovernmental revenue o Library fees and fines (late fees, copies, lost/damaged books) ◼ Non-profits (Friends of the Liberty Lake Municipal Library, Liberty Lake Library Foundation) ◼ Library Capital Fund (2019- 2024 CFP includes door repairs/replacements and lighting renovations from this fund) – funds generally transferred from the General Fund DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 42 OPERATING REVENUE SOURCES DEDICATED CAPITAL REVENUE SOURCES Ocean Shores Public Library ◼ General Fund (started funding from here in 2018), includes: o Taxes (property, sales, utility, B&O) o Licenses and permits o Intergovernmental revenue o Charges for services (library use fees) o Fines o Note: library was previously funded through special levies – Library’s levy lid lift expired at the end of 2017 ◼ Private donations (managed by the Ocean Shores Library Board of Trustees) ◼ Non-profits (Friends of the Ocean Shores Library) ◼ None found Sources: City of Port Townsend, 2018; City of Anacortes, 2018; City of Burlington, 2018; City of Camas, 2018; City of Ellensburg, 2018; City of Grandview, 2018; City of Kelso, 2018; City of Liberty Lake, 2018; City of Ocean Shores, 2018; BERK, 2018. PTPL’s dedicated library fund is unique among comparison library systems. While most comparison library systems, including PTPL, have funded capital projects through dedicated revenue sources such as bonds or capital-specific taxes like the real estate excise tax (REET), only PTPL has a dedicated revenue source for its operations. Ocean Shores Public Library was previously funded through a dedicated levy lid lift, which expired in 2017. As of 2018, Ocean Shores Public Library is funded through appropriations from its General Fund. Funding – Expenditures PTPL and comparison library system expenditures are presented below, with staff and collection expenditures broken out in Exhibit 34 and Exhibit 35. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 43 Exhibit 34. Peer Comparisons: Staff Expenditures, 2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. Expenditures on staff, including salaries and benefits, are significant for PTPL and all comparison library systems. At $61 of staff expenditure per capita, PTPL is among the top three highest in per capita staff expenditures and, with Camas Public Library, has the highest number of paid staff per 1,000 residents (1.3). Population Paid Staff Staff Expenditures Port Townsend Public Library 9,500 10 583,347$ Anacortes Public Library 16,780 16 1,058,938$ Burlington Public Library 8,715 11 697,524$ Camas Public Library 23,080 18 816,643$ Ellensburg Public Library 19,550 11 711,501$ Grandview Library 11,170 3 203,070$ Kelso Public Library 11,980 5 359,954$ Liberty Lake Municipal Library 9,910 7 385,048$ Ocean Shores Public Library 6,055 2 205,197$ DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 44 Exhibit 35. Peer Comparisons: Circulation per Capita and Collection Expenditures, 2017 Sources: Washington Public Library Statistics, 2018; BERK, 2018. PTPL ranks high in collection expenditures per capita, at $7. Excepting Burlington Public Library, PTPL invests in collections at nearly double the rate of comparison library systems. Burlington Public Library is, again, an outlier in per capita collections spending. PTPL’s circulation per capita is notably higher than all comparison library systems, with nearly double the per capita circulation rate of Burlington Public Library, despite Burlington’s high per capita investment in collections. Population Circulation Collection Expenditures Port Townsend Public Library 9,500 272,038 70,992$ Anacortes Public Library 16,780 216,905 46,692$ Burlington Public Library 8,715 142,558 110,575$ Camas Public Library 23,080 228,554 100,272$ Ellensburg Public Library 19,550 166,446 79,988$ Grandview Library 11,170 19,625 15,868$ Kelso Public Library 11,980 81,560 36,570$ Liberty Lake Municipal Library 9,910 124,329 44,365$ Ocean Shores Public Library 6,055 58,765 26,670$ DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 45 Total library system expenditures per capita by category are shown below. PTPL spends more per capita than any comparison library system. Exhibit 36. Peer Comparison: Total Expenditures per Capita, 2017 Sources: Washington State Public Library Statistics, 2018; BERK, 2018. PTPL reports no costs in Library Building and high expenditures in the Miscellaneous category. These expenditures (29% of total spending) correlate to the interfund spending shown in Exhibit 29 in the DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 46 Historical Expenditures section, also nearly a third of total spending. These interfund expenditures appear to be higher for PTPL than any other comparison library system, but reporting may vary across library systems (for example, reporting interfund costs for building maintenance in the library building category). Taking Miscellaneous and Library Building costs together, Camas and Kelso Public Libraries approach PTPL’s level of interfund expense at 19% and 25% of total spending, respectively. PTPL’s high interfund expense may be due to the age of the Carnegie Library, and the high level of ongoing maintenance needed to keep the building operational. PORT TOWNSEND PUBLIC LIBRARY STAKEHOLDER ANALYSIS Informant Interviews Methodology BERK conducted phone interviews with key informants identified collaboratively with the project team to learn about the role of PTPL in the community as well as the challenges and needs of the current system. The interviews were informal and conversational, but guided by an interview protocol with eight questions, listed below: How would you describe the Library’s role in the Port Townsend community? How well do you believe the Library aligns with community preferences and expectations? What challenges do you think the Library currently faces? From your perspective, in what ways to the following items meet and/or fall short of service demands? ▪ Size, comfort, and location of facilities ▪ Hours of operation ▪ Staffing levels, personnel, and administration ▪ Types and quantity of materials ▪ Meeting room and community space ▪ Programs for children, teens, and adults ▪ Technology DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 47 What key issues should the Library and the City consider when evaluating opportunities to adjust its level of service? How do you see residents’ demand for library services (both overall and for types and composition of services) changing in the next ten or more years? What key issues should the Library and the City consider when evaluating potential, sustainable funding strategies? Do you think residents would be willing to pay for additional or enhanced library services if what they were “buying” were clearly articulated? Is there anything else you would like to share with me about your hopes for this study or the future of the Port Townsend Public Library? Seven interviews were conducted from August through September 2018: Jake Beattie, Northwest Maritime Center, Executive Director Ellen Dustman, Friends of the Port Townsend Library, President Robert Gray, City Council, Councilmember Susan Hargleroad, Port Townsend Public Library Foundation, President Dr. Tamara Meredith, Jefferson County Library, Library Director Ariel Speser, City Council, Councilmember Joy Wentzel, Port Townsend School District, Librarian Qualitative data was collected during interviews and synthesized to generate key themes. To the extent possible (correcting for clarity and to maintain informant anonymity) the bulleted comments under each key theme are verbatim comments heard during the interviews. Key Themes The Library's Role in the Community The Library’s role is important in providing access to community resources and social services, and it must be accessible to all. It is a community icon and helps set the character of Port Townsend. “One thing that I have noted is that the library is a place where people’s needs are being met that extend beyond the traditional provision of books. You’re helping with childcare, childhood enrichment, serving people with disabilities, serving people with social needs (homeless, mentally ill).” “The overall role of any library is providing free and uncensored materials for everyone in the community at all socioeconomic levels. This is the key expectation. Free, unbiased information.” DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 48 “The Carnegie library is an icon in the community. Having that building in good condition is really important to the appearance and charm of Port Townsend.” Challenges of the Current Library System The negative impacts of past funding decisions have reverberated over the years. Meanwhile, the aging infrastructure requires repairs and maintenance. “A number of years ago, the voters elected to give the library its own budget but it’s set at that amount even as inflation and costs increase.” “The building brings its own set of challenges, being an old Carnegie you just can’t do what you want to with them.” Individual preferences driving decision-making is an unsustainable approach for the organization. The library must balance patron preferences with its ability to provide services, materials, and programs. “During a capital campaign, one person and their family wanted to fund a library, thus the partnership for a shared collection with the Northwest Maritime was created. While this partnership generally functions well, it is a cost center and seems duplicative.” “There is hope that new City officials will be less risk averse and allow the library to engage with users through social media and other modern platforms.” “The time that we live in is interesting for libraries because everything is going digital but there is an interest in maintaining print books, so meeting the needs of both users is difficult.” Service Level Considerations Facilities: Size, Comfort, and Location Parking is insufficient and presents barriers to accessing the Library. “Parking is a challenge. The library does have a small lot (only 7 or 8 spaces) there is parking on both sides of the street.” A small facility means limited space and smaller collections. “There is limited room for collections with the staff area and offices, children, teens, and other areas. They culled a huge number of books to get back into the space. We are a small size and having a small selection naturally follows.” Open Hours Increased hours would be helpful, especially for those who need flexibility to visit the DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 49 Library. “I think there could be a need to increase hours to increase flexibility for users in our community.” Staffing Funding is insufficient to provide the necessary staffing. There is a committed group of staff and volunteers that are crucial to the Library. “A major challenge is sustainable funding. The staff is too small, especially for the adults. The kids programs are well covered, but there is no longer an adult services librarian and that is a shortcoming. They need to have the funding to provide staffing.” “They really depend a lot on their volunteers and staffing is great, folks are very dedicated to what they do.” “The staff are really good and just lovely people. We always feel well attended to.” Materials, Meeting Rooms, and Community Spaces Relying on partners ensures breadth and depth of available materials. Online content is growing, as is demand for access to it, while books remain relevant. “I think for a library our size they do an incredible job. We have a robust interlibrary loan program.” “I think there will be continuing online resource needs. I know a lot of people are doing eBooks but the feeling I get here is that people like the feeling of a real book.” There is space available and it meets the needs of users. “Meeting room availability has been great, especially with the library learning center housed next door.” Programming Children’s and teen programming were widely acknowledged as strengths. Programming is enjoyed by the community members who participate. “Story time for the kids is excellent. Teen programming is great, as is the staff member who oversees it.” “Anytime programs can be free to families, that is great. We have a lack of childcare generally, there aren’t a lot of safe places people can take their kids.” DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 50 “I have been very impressed with the programming available. We have a community read every year, which is a wonderful program. We have author readings at the library and film festival.” Technology People use digital offerings and appear satisfied. Some library users would like additional classes on using technology and online resources. “I think that the technology is going to be dominant. There is one of those high- speed cables in front of the library to expand online offerings. We took out a table and added one with electric outlets. That table is full all the time. We need to continue to advance the technology of the library.” “There is a need for technology training and opportunities to access it, especially with this being an older community.” Future Service Demands The community would benefit from a greater understanding of what the Library offers. “The library has offered some great programs, but they weren’t advertised, and the word didn’t get out to the community so few people participated.” “The library is limited in its ability to promote itself, as it is part of the City and open records law interpretation ended the frequent outreach and regular newsletters they used to send and prevents them from having a Facebook page or other social media presence.” Partnerships can enhance service delivery and help balance services and funding. Library services must remain accessible for those without other resources. “They are partnering with schools and educational institutions. The materials are merged in the database and can be available for pickup at the library facility. One thing that isn’t happening a lot is connecting with the middle and high school.” “We are operating at the minimum level of services now. Even maintaining where we are now is a realistic goal. The City doesn’t have all the resources it needs.” “Emphasis should be placed on how to keep the library available to people who don’t have many resources for themselves. It needs to remain free, with an emphasis on providing books and a free internet connection to meet their needs.” Key Issues in Evaluating Sustainable Funding Strategies The Library relies on voters and taxpayers, and the political will to support funding for the DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 51 Library is missing. Charging users fees should be the last resort. “This is a community with a lot of very wealthy people who seem to be generous with their money. However, as seen with the bond issue, there are many residents on a fixed income who cannot afford to pay more in property taxes. I don’t think another bond measure would pass today. It will be difficult to go out and pass another increase in their budget.” “Fees should be used only as a last resort. Any fees assessed in Port Townsend would redirect residents to the County Library.” The Library is called on to provide services beyond what is funded by the City, and a disproportionate amount of the budget goes to indirect costs. “To the extent the library is providing social services, I think there should be support for the library in doing that. The library needs help. We need the City to understand that they need to invest, that the library can’t be self-sustaining.” “When they did the levy lift, they increased the library’s indirect. They changed the system about 3 years ago. What happened is that the assessment for the contribution for city services, the libraries share is disproportionate to impact.” The Friends of the Port Townsend Library and the Port Townsend Public Library Foundation are strong and support the Library well, but there are limits to what they can address. “Even if the Friends of the Library raise more money for programming, the library does not have the staff present or able to carry out these programs. We can’t provide money for staffing, but we could provide more funds for programming if the necessary staff was in place.” “A lot of people worked very hard to get a state grant (heritage capital fund). The grant was extended three or four times, and all the City had to do was put up matching funds. The Foundation provided tens of thousands of dollars for specific items and wanted the City’s cooperation to access $120k of grant money. They didn’t do a thing, so we lost that grant.” Hopes for the Study The Library should continue to be an accessible cornerstone of life in the community, serving to bring people together. Identify opportunities to leverage the supportive community. “Many of the long-time residents don’t feel comfortable going to the uptown area anymore, so they don’t go to the library. Look for ways to bridge this divide.” “I hope the library always continues to feel like a community library. Keeping it down to earth and something that people use with a variety of services is really DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 52 important to me.” “We got a lot of donations during the capital campaign, after the bond issue failed we offered to give donations back, we got a wonderful response (more than 95% said keep the money).” CUSTOMER SERVICE SURVEY ANALYSIS Methodology The Port Townsend Public Library customer satisfaction survey was conducted over the spring and summer of 2018. The library received a total of 584 responses to the survey. Respondents were asked to rate the quality of library services and the collection. Comment boxes were provided for questions about what respondents valued most in the library, what could be improved upon, and for general comments. Print copies of the survey were distributed in the City’s Utility Newsletter to be mailed back with the residents’ water bill, and available at the library and community spaces such as the farmers market, grocery stores, and the local food bank. An online version of the survey was available on the SpeakUp! City website. Key Themes The following themes are sourced directly from the 2018 PTPL Customer Satisfaction Survey Report shared by the Library. Things the library is doing well ▪ Friendly, knowledgeable and helpful staff. Many staff were specifically thanked by name in the comments. ▪ Programs, especially for youth with so many patrons appreciating the offerings. The Community Read is beloved as well as the author talks and monthly bookclub. ▪ Community outreach and partnerships are respected with many community partners named by respondents such as the Port Townsend School District, Jefferson County Library, the Cooperative Libraries of the Eastern Olympics, and Northwind Arts Center. Things most valued about the library ▪ The preservation of the historic Carnegie Library and the restoration of the Carnegie Reading Room. The building is highly valued by the community with words like treasure, asset, and love used often in their descriptions. Many patrons commented on the architecture and ambiance of the library as being deeply valued. ▪ Open and free access to all. The library is open and welcoming to all and supports a healthy community and democracy. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 53 ▪ The collection is appreciated for a community this size. ▪ Interlibrary loans to access materials across the county. Specific changes that could improve the library ▪ More consistent, quieter, and knowledgeable assistance from library staff including more staff training on reference and technology. ▪ Smoother technological interfaces with the public computers, internet, and catalog. As well as offering tech classes to help patrons keep up with changing technology and formats for books such as electronic resources like OverDrive. ▪ The parking lot continues to be too small for patrons needs and many comments asked for improvements to be made. ▪ Overall patrons requested more of many things - particularly books, electronic resources, quiet reading/studying spaces, longer hours, programs for adults, diverse programs, and staff to provide adult services. DRAFT: February 4, 2019 Port Townsend Public Library | Level of Service Analysis Final Report 54 Appendix B: PTPL Customer Satisfaction Survey One- Page Summary PTPL conducted an in-house customer satisfaction survey, summarized in Customer Service Survey Analysis in Appendix A. PTPL’s one-page results summary is included on the following page. Port Townsend Public Library’s Customer Satisfaction Survey Results Summary ‘Libraries add to and create community. Providing all of the population access to information, knowledge, resources and the ability to connect with their fellow residents in a dynamic, welcoming and variety of interesting ways [is most valued about the library].”- Survey respondent Port Townsend loves its library! With 96% of library patrons rating the overall library as good to excellent! During the spring of 2018 the Port Townsend Public Library (Library) conducted this survey to better understand how our patrons use the library, and what services— current and potential—are most important to them. An incredible 584 respondents offered approximately 1105 written comments about the library. Of the respondents, 95% have a library card. The survey had its limitations with primarily only library users responding to the survey. Future work will need to be done to connect with non-library users and children and teens throughout the community. Increased outreach by library staff and stakeholders is needed to provide public education about the many library services and programs offered for all citizens. This response reflects the sentiments of many comments, as one citizen wrote, “The library is as essential a public service as schools, utilities, streets, police, and fire protection. Port Townsend's historic and literary significance deserve a landmark library, world-class (in facilities, collection, programs, service) for a city of our size.” Here are the synthesized top reflections from the analysis of the survey feedback. • What the Library is doing well: o Friendly, knowledgeable and helpful staff. o Programs: like the Community Read, Summer Reading, the monthly bookclub, and most especially the storytimes. o Community outreach and partnerships. o The collection is appreciated for a community this size. • Most valued about the Library: o The preservation of the historic Carnegie Library and reading room. The building and its services are valued by the community with words like treasure, asset, architecture, ambience, and love used often. o Open and free access to all. The library is open and welcoming to all and supports a healthy community and democracy. o Interlibrary loan ability to access materials across the country. • Specific changes suggested to help improve the Library: o Overall smoother technological interfaces and skilled assistance with the public computers, internet and catalog. o Quieter staff with more customer service consistency. o The parking lot continues to be too small for patrons needs and many comments asked for improvements to be made. o Overall, patrons requested MORE of many things- most especially more books, electronic resources, quiet reading/studying spaces, longer hours, more programs for adults, more diverse programs, and more staff to serve adult services. Customer satisfaction is the key to library success and actively requesting and responding to feedback regularly is essential for the Library to thrive and remain committed to its citizens. Overall, our library is seen as a highly valued and treasured community resource and the positive ratings were consistent with the comments. Our intention is to use the results to help guide us in developing our levels of service analysis and sustainable funding options for early 2019 and a new strategic plan for the Library by the end 2019. The full report can be found on the Library’s website at www.ptpubliclibrary.org