WEBVTT
Kind: captions
Language: en

1
00:00:00.160 --> 00:00:05.680
on the line at the moment uh we are
recording just to let everyone know

2
00:00:05.680 --> 00:00:10.880
and um as we're joining we were kind of
dipping into our theme for the

3
00:00:10.880 --> 00:00:15.759
conference which is travel related
um all of the grants to states folks

4
00:00:15.759 --> 00:00:19.520
like many of you
out in the states miss being in person

5
00:00:19.520 --> 00:00:23.680
this year we were really sad to have to
do this conference again a second time

6
00:00:23.680 --> 00:00:26.080
virtually
um so instead we're going to have a

7
00:00:26.080 --> 00:00:30.480
virtu a travel theme
sort of in our minds and our icebreaker

8
00:00:30.480 --> 00:00:34.079
was
if you want to tell us where your you

9
00:00:34.079 --> 00:00:36.480
know
a memorable trip was we'd love to hear

10
00:00:36.480 --> 00:00:41.040
about it in the chat box
some of you may be joining under my name

11
00:00:41.040 --> 00:00:44.879
we're not sure why that's happening
but if you can identify which terry

12
00:00:44.879 --> 00:00:47.360
devoe you are you can click on the three
dots

13
00:00:47.360 --> 00:00:51.680
in your picture area and change your
name and add your state initials while

14
00:00:51.680 --> 00:00:57.199
you're at it
so i want to first introduce the team

15
00:00:57.199 --> 00:01:01.520
and we've got a nice picture
of all of us here you'll see some of our

16
00:01:01.520 --> 00:01:06.960
faces throughout the conference
dennis if you could just advance the

17
00:01:06.960 --> 00:01:12.000
slide when you have a chance
thank you so much um and one

18
00:01:12.000 --> 00:01:18.880
more to the team photo gallery
hello there we are um so welcome from

19
00:01:18.880 --> 00:01:23.040
grants to states
uh this is our small but mighty team

20
00:01:23.040 --> 00:01:26.960
from left to right we've got myself
terry devoe the associate deputy

21
00:01:26.960 --> 00:01:30.159
director
our three program officers michelle

22
00:01:30.159 --> 00:01:34.479
farrell
dennis nangle and madison bowles and

23
00:01:34.479 --> 00:01:38.400
laura mckenzie who is our newest team
member and the program specialist for

24
00:01:38.400 --> 00:01:43.200
our team
so we are so delighted that you are here

25
00:01:43.200 --> 00:01:47.200
if we could go to the next slide i have
a few quick announcements

26
00:01:47.200 --> 00:01:51.200
um i have noted that our sessions will
be recorded and we're going to work on

27
00:01:51.200 --> 00:01:54.159
getting those posted to the website as
quick as we can

28
00:01:54.159 --> 00:01:58.079
it may take a week or so so just bear
with us

29
00:01:58.079 --> 00:02:02.079
if you haven't done so already you can
add your state initials to your name so

30
00:02:02.079 --> 00:02:06.560
that everybody gets to know
where we're all coming from

31
00:02:06.560 --> 00:02:10.080
we would ask that you'd mute your
microphone when you're not speaking

32
00:02:10.080 --> 00:02:13.440
we can do it for you if we hear that
there's some noise

33
00:02:13.440 --> 00:02:20.560
but uh we encourage you to use mute
um as needed we're gonna keep the chat

34
00:02:20.560 --> 00:02:25.120
box open between sessions
um but and you know i've sort of

35
00:02:25.120 --> 00:02:28.640
prompted for this initial icebreaker
about great places you've traveled and

36
00:02:28.640 --> 00:02:33.200
i've seen alaska and
um all different parts of the world and

37
00:02:33.200 --> 00:02:36.480
so thank you for sharing your
exciting trips with us that make us

38
00:02:36.480 --> 00:02:41.120
nostalgic for getting on planes and
going to exciting places

39
00:02:41.120 --> 00:02:45.599
um but as we sort of enter into our
session time we would ask

40
00:02:45.599 --> 00:02:52.319
to keep the sort of back and forth cross
chat to a minimum and keep the chat

41
00:02:52.319 --> 00:02:55.120
focused on
questions around the session or things

42
00:02:55.120 --> 00:02:58.800
that would clarify
the content that we're talking about and

43
00:02:58.800 --> 00:03:01.360
simply because we're going to be
monitoring the chat

44
00:03:01.360 --> 00:03:05.840
for these questions and it'll help us to
sort of scroll through

45
00:03:05.840 --> 00:03:10.000
and see that everything's actually
related

46
00:03:10.159 --> 00:03:14.400
if you have questions that end up being
specific to your state

47
00:03:14.400 --> 00:03:18.640
it might be better to follow up
individually with your program officer

48
00:03:18.640 --> 00:03:22.800
again that would be dennis or michelle
or madison

49
00:03:22.800 --> 00:03:27.599
um and we know that this isn't a typical
conference

50
00:03:27.599 --> 00:03:32.879
um one of the joys would be
if we were together you would have a

51
00:03:32.879 --> 00:03:36.480
chance to
talk to each other and network and get

52
00:03:36.480 --> 00:03:41.360
sort of those hallway conversations in
and while we don't have as much of that

53
00:03:41.360 --> 00:03:45.599
in our virtual format
we do have a time tomorrow well you'll

54
00:03:45.599 --> 00:03:48.720
get you'll get a chance to talk to each
other

55
00:03:48.720 --> 00:03:52.400
uh we also know that kosla is planning
some member forums

56
00:03:52.400 --> 00:03:56.480
this month so that the chief officers in
particular will have a chance to talk to

57
00:03:56.480 --> 00:04:00.080
each other
and um as i mls we're going to continue

58
00:04:00.080 --> 00:04:03.120
hosting zoom calls for the lsta
coordinators

59
00:04:03.120 --> 00:04:07.360
every other month we haven't sent out
the newest schedule yet

60
00:04:07.360 --> 00:04:10.400
but we do anticipate that the next one
will be

61
00:04:10.400 --> 00:04:17.359
tuesday april 20th at 3 pm eastern time
so we'll be sending out a message with

62
00:04:17.359 --> 00:04:21.600
the new
uh lsta coordinators meetup schedule

63
00:04:21.600 --> 00:04:26.080
via zoom and those will be at different
times of the day and different days of

64
00:04:26.080 --> 00:04:29.600
the week to sort of accommodate
different schedules so that is coming

65
00:04:29.600 --> 00:04:34.560
the next one is tuesday april 20th at 3
pm eastern

66
00:04:34.560 --> 00:04:38.560
for this session and many of our
sessions we're going to be inclined to

67
00:04:38.560 --> 00:04:41.520
save
questions until the end so if you have

68
00:04:41.520 --> 00:04:44.320
questions you put in the chat box and
they don't get answered immediately

69
00:04:44.320 --> 00:04:48.080
don't worry
we will come back to them um if there

70
00:04:48.080 --> 00:04:52.080
are questions we don't get to answer
during the session time that's allotted

71
00:04:52.080 --> 00:04:55.199
we plan to comb through them and follow
up

72
00:04:55.199 --> 00:04:59.040
within a few days after the conference

73
00:05:00.639 --> 00:05:05.440
we're going to use this time and dennis
if you would just advance the slide

74
00:05:05.440 --> 00:05:10.400
we have a half hour to kick us off and
with that time we thought the best use

75
00:05:10.400 --> 00:05:15.280
would be to to frame and talk about the
american rescue plan act funds

76
00:05:15.280 --> 00:05:18.720
which are probably top of mind for you
as well

77
00:05:18.720 --> 00:05:22.720
we only have a half hour to do this we
only had two weeks

78
00:05:22.720 --> 00:05:26.800
notice that this was happening compared
to when our conference was scheduled

79
00:05:26.800 --> 00:05:30.960
so we haven't been able to build in as
much time as we probably could have used

80
00:05:30.960 --> 00:05:34.639
on this topic but we're going to do our
best

81
00:05:34.639 --> 00:05:38.080
and first to kick us off i'm so pleased
that

82
00:05:38.080 --> 00:05:41.360
our director of the institute of museum
and library services

83
00:05:41.360 --> 00:05:44.960
crosby kemper could be here to address
us

84
00:05:44.960 --> 00:05:48.560
and to really frame this discussion he
has

85
00:05:48.560 --> 00:05:52.479
contacts in all parts of the country all
levels

86
00:05:52.479 --> 00:05:58.240
of government and stakeholders and so he
he knows what these funds um were

87
00:05:58.240 --> 00:06:02.800
written and intended
to be used for and and he is

88
00:06:02.800 --> 00:06:06.800
you know happy to be here and and talk
to you all

89
00:06:06.800 --> 00:06:11.840
so we are we are so glad that he could
join us and kick off this conversation

90
00:06:11.840 --> 00:06:16.800
about arpa which we are um that is the
acronym du jour that we are using for

91
00:06:16.800 --> 00:06:19.280
these funds
so dennis if you would advance the next

92
00:06:19.280 --> 00:06:24.800
slide we will turn it over to crosby
great thanks very much terry and thanks

93
00:06:24.800 --> 00:06:28.400
everybody for
uh for being uh here in our virtual

94
00:06:28.400 --> 00:06:32.560
conference
uh and uh uh

95
00:06:32.560 --> 00:06:37.520
for uh continuing the great work that
you've been doing during the pandemic

96
00:06:37.520 --> 00:06:42.160
uh and uh and we'll be doing
post-pandemic which we hope will happen

97
00:06:42.160 --> 00:06:45.440
soon
i'll just tell you that my most exotic

98
00:06:45.440 --> 00:06:48.479
travel
was to china i taught english in china

99
00:06:48.479 --> 00:06:52.400
in 1984
at the university of sichuan and my

100
00:06:52.400 --> 00:06:56.560
favorite part of that
would be between two things climbing

101
00:06:56.560 --> 00:07:00.560
mount of may which is one of the
five sacred mountains which is pretty

102
00:07:00.560 --> 00:07:03.919
spectacular you're supposed to be
able to see the face of buddha when you

103
00:07:03.919 --> 00:07:07.520
reach the top
and later at cocktail hour i will tell

104
00:07:07.520 --> 00:07:10.880
you whether or not i saw the face of
buddha

105
00:07:10.880 --> 00:07:15.520
and uh and then i
also got to travel down the entire

106
00:07:15.520 --> 00:07:20.160
length of the oxy river
uh on a steamboat and and that was

107
00:07:20.160 --> 00:07:24.560
before the
the uh the dams uh uh

108
00:07:24.560 --> 00:07:30.240
closed the the gorges um and made it
impossible you can't do that anymore

109
00:07:30.240 --> 00:07:36.479
and that was spectacular too but
now you want to know about money and so

110
00:07:36.479 --> 00:07:38.880
let me tell you just a little bit about
the background

111
00:07:38.880 --> 00:07:44.240
of of the legislation and how we doubled
the size of the imls for one year

112
00:07:44.240 --> 00:07:47.919
this will probably not happen again in
your lifetime certainly won't

113
00:07:47.919 --> 00:07:52.000
happen in my lifetime uh but it's a
spectacular thing

114
00:07:52.000 --> 00:07:55.039
it's spectacular because we're getting
so much money

115
00:07:55.039 --> 00:08:00.400
uh and giving it to you but uh
it also is a one-time thing and it's

116
00:08:00.400 --> 00:08:04.240
related to one thing
obviously it's related to the pandemic

117
00:08:04.240 --> 00:08:07.280
and
uh and so i i need i need to say at the

118
00:08:07.280 --> 00:08:10.319
top that
that when you think about how to spend

119
00:08:10.319 --> 00:08:13.919
this money
be thinking about the response to the

120
00:08:13.919 --> 00:08:18.000
pandemic we hope you use this money well
and there are a lot of different ways

121
00:08:18.000 --> 00:08:22.800
you can use it
but it is intended uh this is a one time

122
00:08:22.800 --> 00:08:26.479
only
intended to be a response to the

123
00:08:26.479 --> 00:08:31.759
pandemic
within that one thing that has been very

124
00:08:31.759 --> 00:08:36.080
top of mind
uh in the universe of capitol hill

125
00:08:36.080 --> 00:08:40.320
also i believe in the in the white house
and the executive branch generally

126
00:08:40.320 --> 00:08:45.760
is the digital divide one thing that in
an entirely virtual universe that so

127
00:08:45.760 --> 00:08:50.959
many of us are in
uh that is necessary obviously is access

128
00:08:50.959 --> 00:08:54.959
to the internet
and the ability to use the internet uh

129
00:08:54.959 --> 00:09:00.560
and that makes what you do
uh in the library and what you do for

130
00:09:00.560 --> 00:09:03.920
people outside of the library infinitely
more important

131
00:09:03.920 --> 00:09:07.440
and it is a focus of the of the art of
money

132
00:09:07.440 --> 00:09:11.680
and i would urge you to to to pay
attention to particularly pandemically

133
00:09:11.680 --> 00:09:18.080
related things that you're doing
but but the digital divide generally is

134
00:09:18.080 --> 00:09:22.240
an
ongoing concern of the united states uh

135
00:09:22.240 --> 00:09:25.920
government
uh and i believe we've now finally made

136
00:09:25.920 --> 00:09:30.399
the case that really it's a utility
uh but beyond being a utility it has to

137
00:09:30.399 --> 00:09:34.560
be useful
utility a utilitarian utility

138
00:09:34.560 --> 00:09:38.800
if you will and and that's where
libraries make a huge difference

139
00:09:38.800 --> 00:09:43.519
and you know that better than i do but
but i was a librarian once so i know too

140
00:09:43.519 --> 00:09:48.720
uh hot spots are a very
important part of that uh senator

141
00:09:48.720 --> 00:09:51.920
manchin uh
is a key figure in congress and key

142
00:09:51.920 --> 00:09:56.640
figure in this legislation
uh and he's been very heavily focused on

143
00:09:56.640 --> 00:10:00.560
that
uh and and i and i think that we should

144
00:10:00.560 --> 00:10:06.000
pay attention to that
uh and uh we certainly will be looking

145
00:10:06.000 --> 00:10:10.320
looking for the word and the uh and the
delivery of hot spots

146
00:10:10.320 --> 00:10:15.120
uh in uh in what what we're uh what
we're focused on

147
00:10:15.120 --> 00:10:20.000
um also telehealth is a huge thing
and and that can come in a lot of

148
00:10:20.000 --> 00:10:25.760
different uh guises
uh uh basic connectivity allows you to

149
00:10:25.760 --> 00:10:29.440
to to look for community health
information etc but

150
00:10:29.440 --> 00:10:36.000
but also the services of librarians
is very important to that and again

151
00:10:36.000 --> 00:10:39.440
congress is paying attention to the huge
gaps

152
00:10:39.440 --> 00:10:45.200
we have in uh in health care
in this country and and probably the

153
00:10:45.200 --> 00:10:50.320
single most important problem right now
is vaccines and the uh the the big

154
00:10:50.320 --> 00:10:54.399
divide in terms of who's
getting vaccines which has a lot to who

155
00:10:54.399 --> 00:10:58.800
knows about it
uh who understands it um and their their

156
00:10:58.800 --> 00:11:03.839
big
racial uh and uh income divides on that

157
00:11:03.839 --> 00:11:08.560
your poor and minority you're much less
likely to to be near a vaccination spot

158
00:11:08.560 --> 00:11:12.720
uh to know about a vaccination spot to
know what a vaccination

159
00:11:12.720 --> 00:11:15.839
is all about to know that it's safe and
so

160
00:11:15.839 --> 00:11:19.360
if you can play a role in that um you'll
you'll have

161
00:11:19.360 --> 00:11:24.800
uh you'll have rewarded uh
the the expectations of the united

162
00:11:24.800 --> 00:11:29.279
states congress and
and the biden administration um also

163
00:11:29.279 --> 00:11:33.600
in the in the bill is the phrase
workforce development

164
00:11:33.600 --> 00:11:36.720
and i want to outline that a little bit
for you i think

165
00:11:36.720 --> 00:11:40.160
everybody in the library world is doing
work in that

166
00:11:40.160 --> 00:11:46.560
job applications job resumes uh
skill development digital skill

167
00:11:46.560 --> 00:11:52.320
development uh that points you towards
uh certification for for jobs uh

168
00:11:52.320 --> 00:11:56.639
and uh even even interviews online that
are taking place in libraries

169
00:11:56.639 --> 00:12:00.480
that that sort of thing more advanced
versions of that was

170
00:12:00.480 --> 00:12:06.079
uh with uh heavier software partnerships
career online high school

171
00:12:06.079 --> 00:12:12.480
and and things like that anything that
is educationally related to career

172
00:12:12.480 --> 00:12:16.480
development
uh is is really important uh in the view

173
00:12:16.480 --> 00:12:19.600
of
uh of folks in in washington the view of

174
00:12:19.600 --> 00:12:21.680
folks who are looking at the various
divides

175
00:12:21.680 --> 00:12:24.959
in this country and of course education
is

176
00:12:24.959 --> 00:12:28.560
is also really important in that and as
a whole

177
00:12:28.560 --> 00:12:32.800
educational resources of any kind uh
certainly fit the bill

178
00:12:32.800 --> 00:12:38.800
uh here literally fit the bill
and i i would say that with something we

179
00:12:38.800 --> 00:12:43.600
have stressed through the cares act
and and through uh the uh uh

180
00:12:43.600 --> 00:12:48.639
rest of american rescue act uh and and
will stress going forward in our regular

181
00:12:48.639 --> 00:12:52.399
grant making
programs is the notion of community

182
00:12:52.399 --> 00:12:55.519
impact
uh partnering with other community

183
00:12:55.519 --> 00:13:00.000
organizations
uh at the imls we particularly like it

184
00:13:00.000 --> 00:13:06.320
when you partner with museums of course
uh uh our our partners

185
00:13:06.320 --> 00:13:12.880
at the imls but but community partners
working on community impact and

186
00:13:12.880 --> 00:13:15.680
obviously particularly focused on the
pandemic

187
00:13:15.680 --> 00:13:20.160
though i think what's happened uh last
year in the racial protests and our

188
00:13:20.160 --> 00:13:23.839
our growing sense of the inequity and
inequality

189
00:13:23.839 --> 00:13:28.800
uh in our country are are very important
aspects of this as well

190
00:13:28.800 --> 00:13:34.800
so uh i that's an outline of the intent
of the bill as we can tell as best we

191
00:13:34.800 --> 00:13:38.160
can tell from
uh from congress uh and from

192
00:13:38.160 --> 00:13:42.079
conversations uh
inside the the uh the biden

193
00:13:42.079 --> 00:13:45.279
administration and the executive branch
generally

194
00:13:45.279 --> 00:13:48.880
a very large amount of money has been
provided

195
00:13:48.880 --> 00:13:53.360
out of the three stimulus bills over the
last year

196
00:13:53.360 --> 00:14:00.160
uh we've as i say doubled our size
it it is intended uh to to make life

197
00:14:00.160 --> 00:14:02.800
better for
for people who've been harmed during the

198
00:14:02.800 --> 00:14:06.480
pandemic
in particular but it's also meant to

199
00:14:06.480 --> 00:14:12.160
strengthen libraries response to these
divides in our country and so that's an

200
00:14:12.160 --> 00:14:17.360
ongoing focus and terry will tell you a
little bit more about the flexibilities

201
00:14:17.360 --> 00:14:20.800
in in our grant programs two things are
true

202
00:14:20.800 --> 00:14:24.480
the faster we spend this money the more
we'll it will have a direct impact

203
00:14:24.480 --> 00:14:28.800
on on the problems of today which is the
point of the bill

204
00:14:28.800 --> 00:14:32.720
but also there is a lot of flexibility
and if you're creating something that is

205
00:14:32.720 --> 00:14:36.560
going to
benefit uh your community

206
00:14:36.560 --> 00:14:40.720
and pretty good benefit the folks at who
are who have been challenged

207
00:14:40.720 --> 00:14:45.600
or left out historically in your
community

208
00:14:45.600 --> 00:14:49.920
we will be able to look very favorably
on that

209
00:14:49.920 --> 00:14:54.000
so i'd just like to wind up by saying
thank you to to all of you for the hard

210
00:14:54.000 --> 00:14:58.240
work
under great stress i want to thank my

211
00:14:58.240 --> 00:15:01.279
staff
too terry and the staff that that she

212
00:15:01.279 --> 00:15:04.480
introduced they're
they're working very very hard uh

213
00:15:04.480 --> 00:15:09.519
working long hours
uh under stressful circumstances uh

214
00:15:09.519 --> 00:15:16.000
and and i know you are too and and so i
appreciate your um your understanding uh

215
00:15:16.000 --> 00:15:19.199
and appreciate your very hard work and
your your

216
00:15:19.199 --> 00:15:22.959
you're continuing to uh uh fulfill the
mission

217
00:15:22.959 --> 00:15:29.440
uh of america's libraries thanks
thank you crosby i'm going to talk

218
00:15:29.440 --> 00:15:33.360
logistics on arpa for just a little bit
and hopefully we'll leave a little time

219
00:15:33.360 --> 00:15:36.320
to answer questions i see a few already
coming in

220
00:15:36.320 --> 00:15:40.399
so we'll we'll hold those till the end
but on the next slide

221
00:15:40.399 --> 00:15:45.440
we just want to reiterate that we have
already sent quite a bit of information

222
00:15:45.440 --> 00:15:50.480
about the american rescue plan act to
the group of state library

223
00:15:50.480 --> 00:15:54.639
administrative agencies a select group
of contacts these are usually the chief

224
00:15:54.639 --> 00:15:57.519
officers
the lsda coordinators and the heads of

225
00:15:57.519 --> 00:16:00.880
library development that are getting
these messages

226
00:16:00.880 --> 00:16:05.759
the third message on this list here did
just go exclusively to chief officers

227
00:16:05.759 --> 00:16:09.279
but if you're interested in the content
and you know that somebody should have

228
00:16:09.279 --> 00:16:12.560
received that message
just follow up with them and mostly we

229
00:16:12.560 --> 00:16:16.560
wanted to memorialize it on this slide
these slides are available on our

230
00:16:16.560 --> 00:16:22.160
conference agenda on our website
so next slide it's going to be very

231
00:16:22.160 --> 00:16:25.040
similar
to cares act in the way that this rolls

232
00:16:25.040 --> 00:16:28.240
out for those of you that were around
last year for the last

233
00:16:28.240 --> 00:16:31.519
stimulus package that went through imls
so

234
00:16:31.519 --> 00:16:35.440
what we had was an existing allotment
award for 2020

235
00:16:35.440 --> 00:16:39.279
and then we sort of brought the cares
act into the scope of the larger

236
00:16:39.279 --> 00:16:42.160
allotment award with some special
provisions

237
00:16:42.160 --> 00:16:47.279
arpa's working very similar you already
have your fiscal year 2021 allotment

238
00:16:47.279 --> 00:16:50.560
award
and so the arpa grant is going to be

239
00:16:50.560 --> 00:16:54.240
running in parallel with that
we have not actually issued these awards

240
00:16:54.240 --> 00:17:00.079
yet we anticipate they'll come in april
but uh we will give them the same end

241
00:17:00.079 --> 00:17:04.640
date as your fiscal year 2021 award
which will be september

242
00:17:04.640 --> 00:17:09.520
30th of 2022 there is a focus on rapid
response

243
00:17:09.520 --> 00:17:13.439
crosby did talk about the optics of
getting this money spent quickly

244
00:17:13.439 --> 00:17:18.480
into communities to stimulate the
economy to be a stimulus

245
00:17:18.480 --> 00:17:22.000
and to respond to the pandemic which are
pressing pressing needs across the

246
00:17:22.000 --> 00:17:25.360
country
that said we know that this is a short

247
00:17:25.360 --> 00:17:29.120
amount of time
and it is a large amount of money so if

248
00:17:29.120 --> 00:17:32.559
you're feeling like
you you're getting to next summer and

249
00:17:32.559 --> 00:17:36.480
there is still money to be spent
or things that you anticipated spending

250
00:17:36.480 --> 00:17:40.559
money on aren't coming through because
of some supply chain issues or such

251
00:17:40.559 --> 00:17:43.760
uh please let us know and we can work
with you on

252
00:17:43.760 --> 00:17:49.039
individual extensions on an as needed
basis

253
00:17:49.039 --> 00:17:53.919
the gift of these funds as was the case
with cares act is that they come with no

254
00:17:53.919 --> 00:17:58.240
match requirement this is pure federal
money for you to spend

255
00:17:58.240 --> 00:18:02.640
with no sort of strings attached in
terms of you bringing

256
00:18:02.640 --> 00:18:07.039
state dollars to the table so it is
truly that once in a lifetime

257
00:18:07.039 --> 00:18:11.280
kind of funding that uh we don't you
know anticipate you seek very much at

258
00:18:11.280 --> 00:18:13.919
all
and then we do have some special

259
00:18:13.919 --> 00:18:18.880
spending priorities attached to it
um of which crosby kind of outlined the

260
00:18:18.880 --> 00:18:23.520
vision already
on the next slide we reiterated what we

261
00:18:23.520 --> 00:18:27.200
sent you in an email so i'm not going to
read it all here it's just mostly to

262
00:18:27.200 --> 00:18:29.840
memorialize
what we've already sent you and we

263
00:18:29.840 --> 00:18:34.240
anticipate this being the language that
goes into your awards in april

264
00:18:34.240 --> 00:18:37.520
um but basically the spending is much
like cares

265
00:18:37.520 --> 00:18:41.039
there is first and foremost a digital
focus to this

266
00:18:41.039 --> 00:18:48.080
spending digital inclusion secondly
uh response and

267
00:18:48.080 --> 00:18:51.360
emergency relief to libraries component
of this

268
00:18:51.360 --> 00:18:55.200
that would be kind of along the lines of
the personal protective equipment

269
00:18:55.200 --> 00:18:58.880
and helping libraries to safely reopen
their physical spaces kind of work that

270
00:18:58.880 --> 00:19:01.840
you did under cares so again very
similar

271
00:19:01.840 --> 00:19:05.760
the third part of this we've tried to
make a little bit broader because we

272
00:19:05.760 --> 00:19:11.360
know it's a lot of money
basically you have a lot of flexibility

273
00:19:11.360 --> 00:19:15.120
here to
spend money under allowable cost

274
00:19:15.120 --> 00:19:18.160
provisions that respond to library
services

275
00:19:18.160 --> 00:19:23.840
that meet the needs of communities that
can include things like personnel

276
00:19:23.840 --> 00:19:28.320
training materials supplies equipment so
the full gamut of spending

277
00:19:28.320 --> 00:19:32.080
that you would see in a library is
pretty much allowable

278
00:19:32.080 --> 00:19:36.559
under this act we would like it to be
sort of the third order spending that

279
00:19:36.559 --> 00:19:40.880
you prioritize but it is there for you
as a flexibility

280
00:19:40.880 --> 00:19:44.559
and then we've kept in the provision
about reaching tribes and museums

281
00:19:44.559 --> 00:19:47.840
as appropriate and we've also couched at
this time

282
00:19:47.840 --> 00:19:51.919
as those tribes and museums that are
best positioned to help respond to the

283
00:19:51.919 --> 00:19:56.080
pandemic
so next slide

284
00:19:58.880 --> 00:20:02.799
this is all falling again under the
umbrella of our existing grants to state

285
00:20:02.799 --> 00:20:06.720
statutory provisions which means it's
falling under the lsta

286
00:20:06.720 --> 00:20:11.120
priorities and your five-year plan we
believe that your five-year plans are

287
00:20:11.120 --> 00:20:17.200
all broad enough to encompass this work
and other provisions within your regular

288
00:20:17.200 --> 00:20:20.000
allotment spending will still apply for
example you

289
00:20:20.000 --> 00:20:25.600
can still determine who is eligible for
these monies if you decide to sub award

290
00:20:25.600 --> 00:20:29.760
you can still use up to four percent of
these funds for administration

291
00:20:29.760 --> 00:20:34.159
that's optional but you have um that
latitude

292
00:20:34.159 --> 00:20:38.880
we're still using this um within the
purview of the allowable costs for the

293
00:20:38.880 --> 00:20:42.080
program
and that means that things like the

294
00:20:42.080 --> 00:20:47.200
children's internet protection act
uh when it comes to internet enabled

295
00:20:47.200 --> 00:20:50.720
devices
still applies and we are still a

296
00:20:50.720 --> 00:20:54.480
non-construction program so we can't
take these funds and start dabbling in

297
00:20:54.480 --> 00:20:59.280
construction
but if you imagine our existing grants

298
00:20:59.280 --> 00:21:02.640
to states program and arpa as an
overlapping gun diagram

299
00:21:02.640 --> 00:21:07.120
they're very much overlapping and
there's just a very small slice of arpa

300
00:21:07.120 --> 00:21:10.720
that has the special provisions around
how you should spend it and the fact

301
00:21:10.720 --> 00:21:16.400
that there is no
state match next slide

302
00:21:16.400 --> 00:21:20.559
we always have existing overlapping
awards

303
00:21:20.559 --> 00:21:25.039
at this point in time shortly as soon as
we get into april we anticipate that you

304
00:21:25.039 --> 00:21:29.679
will have four overlapping awards
you will have your fiscal 20 award and

305
00:21:29.679 --> 00:21:33.760
cares act which are running in parallel
you'll also have your fiscal 21 award

306
00:21:33.760 --> 00:21:38.480
and arpa which are running in parallel
and those each of those stimulus funds

307
00:21:38.480 --> 00:21:42.240
will be reported
in the state program report with the

308
00:21:42.240 --> 00:21:44.799
other allotment
awards and we'll talk a little bit about

309
00:21:44.799 --> 00:21:49.679
the mechanics of that
but this is just to to underscore that

310
00:21:49.679 --> 00:21:52.320
you
you are administering a lot of federal

311
00:21:52.320 --> 00:21:55.360
money at the moment and having to keep
track of a lot of different federal

312
00:21:55.360 --> 00:21:59.600
funding streams
and we appreciate the administration

313
00:21:59.600 --> 00:22:04.240
that goes along with this so please
do use those four percent administrative

314
00:22:04.240 --> 00:22:08.880
costs appropriately as needed to ensure
that you are handling this money

315
00:22:08.880 --> 00:22:12.640
um with the correct stewardship that we
need to bring to all this

316
00:22:12.640 --> 00:22:15.280
next slide

317
00:22:16.480 --> 00:22:19.760
in terms of the state program report
it's again going to be very similar to

318
00:22:19.760 --> 00:22:22.159
what you
what you are doing and will do for the

319
00:22:22.159 --> 00:22:24.799
cares act
you will have an interim federal

320
00:22:24.799 --> 00:22:28.000
financial report due this coming
december

321
00:22:28.000 --> 00:22:32.480
and that will be one single form in the
spr where you report on your allotment

322
00:22:32.480 --> 00:22:36.080
and your arpa funds together then the
following year

323
00:22:36.080 --> 00:22:40.880
you will report on the projects and the
financial status report for sort of the

324
00:22:40.880 --> 00:22:44.559
end
time of the funds they will have ended

325
00:22:44.559 --> 00:22:47.280
the period of performance will have
ended and you'll give us kind of the

326
00:22:47.280 --> 00:22:51.280
wrap up report like you always do
in the state program report we would

327
00:22:51.280 --> 00:22:56.320
just ask that you
title projects that are using arpa funds

328
00:22:56.320 --> 00:23:01.039
with the prefix arpa colon and that will
help us differentiate

329
00:23:01.039 --> 00:23:04.799
as program officers start reviewing
those projects this is similar to cares

330
00:23:04.799 --> 00:23:08.320
act we said
title your projects cares act colon so

331
00:23:08.320 --> 00:23:11.679
that'll be coming up that's the next
round of reporting that you'll do

332
00:23:11.679 --> 00:23:14.960
and we'll be sure to have some kind of
webinar

333
00:23:14.960 --> 00:23:19.360
some kind of refresher to help you
through this when we get to the fall

334
00:23:19.360 --> 00:23:23.039
you still have a maintenance of effort
responsibility

335
00:23:23.039 --> 00:23:27.760
however arpa doesn't really change that
in any significant way

336
00:23:27.760 --> 00:23:31.360
your three-year average is still your
three-year average based on what you've

337
00:23:31.360 --> 00:23:35.760
been reporting in the state
report over the years and so that will

338
00:23:35.760 --> 00:23:39.520
just kind of be a parallel process to
all of these stimulus funds that are

339
00:23:39.520 --> 00:23:43.440
happening
next slide i think we're in the home

340
00:23:43.440 --> 00:23:47.360
stretch
we are so grateful to you for

341
00:23:47.360 --> 00:23:50.799
administering this we understand it is a
huge

342
00:23:50.799 --> 00:23:55.919
burden on some level that um
the states and the communities that are

343
00:23:55.919 --> 00:23:59.760
seeing this funding
are looking to you to help administer it

344
00:23:59.760 --> 00:24:02.960
and
we we recognize that it's a lot of work

345
00:24:02.960 --> 00:24:06.000
it is a lot of work
but you are well positioned to do this

346
00:24:06.000 --> 00:24:10.480
the fact that you did cares act so well
speaks to part of why this has come down

347
00:24:10.480 --> 00:24:13.919
the pike again
and we are here to help you answer the

348
00:24:13.919 --> 00:24:16.640
questions as best we can we're working
through it as well

349
00:24:16.640 --> 00:24:20.240
obviously and we won't always have
answers as quick as you might need them

350
00:24:20.240 --> 00:24:25.520
but we will we will do our best
and um yeah in the words of the recent

351
00:24:25.520 --> 00:24:28.080
glenn doyle book that i read we can do
hard things

352
00:24:28.080 --> 00:24:32.320
we can we are an awesome group of people
with a good state federal

353
00:24:32.320 --> 00:24:35.919
collaborative partnership and we know
that you are all

354
00:24:35.919 --> 00:24:39.200
very well positioned to get this done
and with that

355
00:24:39.200 --> 00:24:45.360
i will leave five minutes for questions
hey terry we already have some questions

356
00:24:45.360 --> 00:24:48.159
in the chat so i'll go ahead and get
started on them

357
00:24:48.159 --> 00:24:53.120
um mary susie in north dakota asked if
arpa funds can be used for equity

358
00:24:53.120 --> 00:24:59.600
diversity and inclusion related efforts
such as training for librarians

359
00:24:59.600 --> 00:25:03.039
uh yeah crosby already indicated in the
chat that it

360
00:25:03.039 --> 00:25:09.120
may not be that may be a little indirect
related to the pandemic in terms of i'd

361
00:25:09.120 --> 00:25:13.840
say it's possible but
uh but you we're looking for more direct

362
00:25:13.840 --> 00:25:18.000
immediate
help to people outside the library

363
00:25:18.000 --> 00:25:21.600
and you know and that can certainly
involve um

364
00:25:21.600 --> 00:25:27.279
funding for staff um training i think is
just not high on the list it's you know

365
00:25:27.279 --> 00:25:30.159
it it
can be used for it but i i wouldn't put

366
00:25:30.159 --> 00:25:34.720
it that high
really good point thank you the next

367
00:25:34.720 --> 00:25:38.880
question we have
is around the timeline i believe for

368
00:25:38.880 --> 00:25:43.520
arpa awards
um when we can when can folks start

369
00:25:43.520 --> 00:25:48.000
dispersing
awards as soon as we make

370
00:25:48.000 --> 00:25:52.240
the awards to you which we anticipate to
be sometime in april

371
00:25:52.240 --> 00:25:55.520
you will be able to access the federal
funds

372
00:25:55.520 --> 00:26:00.000
through our agms reach system and begin
you know asking for payments

373
00:26:00.000 --> 00:26:04.000
uh we don't have an exact date yet so
we'll just have to see how quickly we

374
00:26:04.000 --> 00:26:06.880
can
move through the sort of administrative

375
00:26:06.880 --> 00:26:12.640
hurdles around making the awards
great thank you nicole davies in

376
00:26:12.640 --> 00:26:16.240
colorado
asks if they could include talking book

377
00:26:16.240 --> 00:26:20.880
libraries and publicly funded prisons or
jail libraries along with school public

378
00:26:20.880 --> 00:26:26.080
and higher ed libraries
if your state has the flexibility to

379
00:26:26.080 --> 00:26:31.120
um work with make awards to those types
of institutions then we have no problem

380
00:26:31.120 --> 00:26:38.240
with that thank you
chris in connecticut asks um

381
00:26:38.240 --> 00:26:42.799
is arba money a part of the moe
calculation

382
00:26:42.799 --> 00:26:47.039
it is not the moe calculation is based
on the state dollars that you are

383
00:26:47.039 --> 00:26:50.880
spending and since arpa is federal funds
it would just be completely outside of

384
00:26:50.880 --> 00:26:56.799
that
thank you lena in california

385
00:26:56.799 --> 00:27:00.240
asks would making the library safe for
patrons to visit

386
00:27:00.240 --> 00:27:05.760
such as plexiglas installation be okay
with the use of arpa funds

387
00:27:05.760 --> 00:27:10.320
we just cautioned with installation that
we want it to be like installation light

388
00:27:10.320 --> 00:27:13.279
we don't want it to dabble into
construction areas where you would have

389
00:27:13.279 --> 00:27:16.799
to invoke
construction trades to be bringing in

390
00:27:16.799 --> 00:27:22.640
big equipment and tearing down walls
so the plexiglas installation we've seen

391
00:27:22.640 --> 00:27:28.159
kind of meets this bar of allowable but
just proceed with caution

392
00:27:28.159 --> 00:27:35.840
thank you and leah asks
to help county law libraries with relief

393
00:27:35.840 --> 00:27:38.159
um

394
00:27:39.840 --> 00:27:44.480
i'm sorry uh minnesota had a similar
request similar to nicole's questions to

395
00:27:44.480 --> 00:27:47.360
help
county law libraries with relief and but

396
00:27:47.360 --> 00:27:50.399
she's unsure
how to do that without supplanting

397
00:27:50.399 --> 00:27:52.559
salaries
i'm sorry leah if i don't quite

398
00:27:52.559 --> 00:27:57.200
understand your question
yeah and that might be one um we could

399
00:27:57.200 --> 00:28:01.360
just talk with you offline about
since it's kind of a specific instance i

400
00:28:01.360 --> 00:28:04.880
mean certainly
this is relief funding this is stimulus

401
00:28:04.880 --> 00:28:09.440
funding and so
we might have a little bit more latitude

402
00:28:09.440 --> 00:28:13.120
than we normally would to think about

403
00:28:14.840 --> 00:28:19.279
salaries
i'm not saying anymore but keep keep the

404
00:28:19.279 --> 00:28:22.159
questions coming

405
00:28:24.159 --> 00:28:27.520
you guys are on it and i will say uh you
know a half hour

406
00:28:27.520 --> 00:28:32.480
on the topic of arpa is probably not
what we all need collectively to get

407
00:28:32.480 --> 00:28:35.039
through this so please keep sending your
program officers

408
00:28:35.039 --> 00:28:39.200
questions and you know look for those
forums that we'll have

409
00:28:39.200 --> 00:28:45.360
in late april to connect and talk about
it again

410
00:28:45.360 --> 00:28:48.880
now we have a question from nancy in
iowa would a state library be able to

411
00:28:48.880 --> 00:28:52.559
hire someone to manage subcontracts for
the money

412
00:28:52.559 --> 00:28:59.279
personnel are allowable costs under this
so um it would probably fall under the

413
00:28:59.279 --> 00:29:03.440
four percent administration
clause if they were managing the grant

414
00:29:03.440 --> 00:29:07.520
monies
but yes that would be allowable thank

415
00:29:07.520 --> 00:29:10.480
you
and natalie in california asks are

416
00:29:10.480 --> 00:29:15.600
bookmobiles allowable to take services
out into the community

417
00:29:15.840 --> 00:29:20.799
yes and um if you can you know couch
them as pandemic response

418
00:29:20.799 --> 00:29:25.039
rapid response kind of things all the
better

419
00:29:25.840 --> 00:29:31.520
and jamie mott in idaho asks um
oh he he missed out on the previous

420
00:29:31.520 --> 00:29:35.520
answer uh the awards
uh you can award as soon as we award the

421
00:29:35.520 --> 00:29:40.880
awards which is
will be in april um and that's right

422
00:29:40.880 --> 00:29:43.840
yeah it's a little different than the
allotment grants which we always sort of

423
00:29:43.840 --> 00:29:47.840
back date to october
but because the act wasn't put in place

424
00:29:47.840 --> 00:29:51.360
until very recently we can't
we can't do that sort of retroactive

425
00:29:51.360 --> 00:29:56.159
spending thing
then someone else asks can we assist

426
00:29:56.159 --> 00:30:02.720
academic and school libraries
and again if your state is um

427
00:30:02.720 --> 00:30:06.960
enabled to work with those groups and
make sub awards to them then we have no

428
00:30:06.960 --> 00:30:09.840
problem with that

429
00:30:15.440 --> 00:30:19.679
great we did it everybody we we did a
half hour

430
00:30:19.679 --> 00:30:23.840
lightning round of arpa and crosby thank
you so much for joining us

431
00:30:23.840 --> 00:30:28.880
um we know you're very busy and um
and having your vision and your

432
00:30:28.880 --> 00:30:34.159
leadership in this time has been
um truly an instrumental piece of this

433
00:30:34.159 --> 00:30:37.840
process
so we thank him thanks terry and thanks

434
00:30:37.840 --> 00:30:40.240
everybody

435
00:30:40.640 --> 00:30:44.480
we are moving along in our agenda we
don't have a formal break yet we're

436
00:30:44.480 --> 00:30:49.440
going to go right to our next
session which um

437
00:30:49.440 --> 00:30:52.960
as we originally conceived it is now a
little bit out of order we were going to

438
00:30:52.960 --> 00:30:56.880
do some five-year evaluation things
grouped at the end of the day but

439
00:30:56.880 --> 00:31:01.200
because of scheduling issues
we're going to bring up matt bernbaum

440
00:31:01.200 --> 00:31:05.200
our
supervisory social scientist in

441
00:31:05.200 --> 00:31:09.200
the newly branded office of research and
evaluation

442
00:31:09.200 --> 00:31:13.039
or o-r-e matt has seen a number of
acronyms

443
00:31:13.039 --> 00:31:17.120
in his time and this is the latest and
greatest

444
00:31:17.120 --> 00:31:21.440
i i like it it's simple office of
research and evaluation

445
00:31:21.440 --> 00:31:24.480
dennis and engel is going to accompany
matt

446
00:31:24.480 --> 00:31:29.440
birnbaum with just a few preferatory
remarks about five-year evaluations

447
00:31:29.440 --> 00:31:34.000
and um you know who'd have thought that
this would happen right in the year when

448
00:31:34.000 --> 00:31:36.559
you were all administering stimulus
funds

449
00:31:36.559 --> 00:31:40.480
um but we are we are prepared for it as
a federal agency

450
00:31:40.480 --> 00:31:45.360
we have done our best to make resources
available to you so this is a smooth

451
00:31:45.360 --> 00:31:48.240
process
a lot of the work will happen on your

452
00:31:48.240 --> 00:31:53.039
end but we're going to do it together
and this is our way through this

453
00:31:53.039 --> 00:31:56.159
conference of sort of kicking off the
process

454
00:31:56.159 --> 00:31:59.200
so dennis i'm going to turn it over to
you and then

455
00:31:59.200 --> 00:32:03.200
matt will be up to talk to us soon

456
00:32:03.279 --> 00:32:07.600
wonderful thank you terry and all the
other terries

457
00:32:07.600 --> 00:32:10.960
um it's always nice to have a chorus of
terry's

458
00:32:10.960 --> 00:32:18.000
uh joining us um
but yes so i plan to spend a very brief

459
00:32:18.000 --> 00:32:23.679
portion at the beginning of this session
going over some of the um standard items

460
00:32:23.679 --> 00:32:28.399
related to the evaluation
what the guidance says from a process

461
00:32:28.399 --> 00:32:32.799
and deadline perspective and then i will
hand it over to matt who will

462
00:32:32.799 --> 00:32:38.240
take more of the meat and potatoes of
this presentation to really get into

463
00:32:38.240 --> 00:32:42.720
a more of a deep dive of the best
practices some of the ways we define

464
00:32:42.720 --> 00:32:47.039
the data we're looking for and the
analysis standards that will be helpful

465
00:32:47.039 --> 00:32:50.720
for both you and your future evaluators
to know

466
00:32:50.720 --> 00:32:55.039
so um and as terry mentioned at the
beginning of this we thought

467
00:32:55.039 --> 00:33:01.440
well this is uh a travel theme is really
sort of appropriate considering the meat

468
00:33:01.440 --> 00:33:06.799
of the conference content because
um you know now that we're in this very

469
00:33:06.799 --> 00:33:10.000
weird limbo period
of remembering what it was like to

470
00:33:10.000 --> 00:33:14.559
travel thinking back
on those wonderful times and then also

471
00:33:14.559 --> 00:33:16.399
kind of seeing the light at the end of
the tunnel

472
00:33:16.399 --> 00:33:20.640
where travel plans can be made once
again we're in that same position with

473
00:33:20.640 --> 00:33:25.519
our five-year evaluations and
a forthcoming five-year plans so before

474
00:33:25.519 --> 00:33:29.840
we talk about
the future let us reflect on the very

475
00:33:29.840 --> 00:33:33.840
immediate
past and um talk about the five-year

476
00:33:33.840 --> 00:33:37.519
evaluation
so before we go any further i'll ask

477
00:33:37.519 --> 00:33:41.760
madison
to help me push out an informal poll

478
00:33:41.760 --> 00:33:45.039
we wanted to get a quick glimpse into
the level of familiarity

479
00:33:45.039 --> 00:33:50.559
that everyone has or doesn't have with
the five-year evaluation process

480
00:33:51.120 --> 00:33:55.279
you should be seeing it soon hopefully

481
00:33:59.519 --> 00:34:03.279
do you see the pool dennis well i'm a
co-host so i can't see it

482
00:34:03.279 --> 00:34:07.440
but i think um hopefully yeah matt is
give me a thumbs up

483
00:34:07.440 --> 00:34:11.599
great great thanks everyone so we'll
take some time i can't see the results

484
00:34:11.599 --> 00:34:16.399
until they're pushed out um
madison but um we will very shortly

485
00:34:16.399 --> 00:34:19.599
so i think i will just say i think this
might be the later poll

486
00:34:19.599 --> 00:34:22.879
this is the one about evaluators coming
on board and that is okay

487
00:34:22.879 --> 00:34:28.560
but just to prep you dennis okay that's
great too

488
00:34:28.560 --> 00:34:33.040
it's great everything is great we'll
just swap and swap the polls that we

489
00:34:33.040 --> 00:34:36.320
planned
to to give everyone so this was on terry

490
00:34:36.320 --> 00:34:41.440
this is related to
um uh when they're planning to work with

491
00:34:41.440 --> 00:34:43.599
an evaluator for their five-year
evaluation

492
00:34:43.599 --> 00:34:49.200
wonderful right we'll give that a
little bit more time madison you can use

493
00:34:49.200 --> 00:34:53.599
your best judgment based on
how many um it looks like things are

494
00:34:53.599 --> 00:34:58.240
slowing down right now so we'll go
ahead and and yeah that's correct bev um

495
00:34:58.240 --> 00:35:02.160
one response for state or one response
for terry whatever um

496
00:35:02.160 --> 00:35:08.560
you prefer all right
share results

497
00:35:11.040 --> 00:35:17.520
all right looks like
the majority of are looking to start

498
00:35:17.520 --> 00:35:22.880
in the summer okay great
it's good to know and and i can't see

499
00:35:22.880 --> 00:35:28.560
those results oh my goodness
34 34 planned to start in the spring of

500
00:35:28.560 --> 00:35:33.920
2021.
44 plan to start in the summer and 22

501
00:35:33.920 --> 00:35:37.280
uh percent plan to start in the fall all
right

502
00:35:37.280 --> 00:35:41.359
great thank you all for your flexibility
and your engagement

503
00:35:41.359 --> 00:35:46.400
and your feedback um i'm going to move
on now

504
00:35:46.400 --> 00:35:53.200
to the another timeline
we can't go too far in our presentations

505
00:35:53.200 --> 00:35:57.040
in the conference without
sharing yet another timeline we love

506
00:35:57.040 --> 00:36:03.200
timelines we love visual timelines
and especially ones that have so many

507
00:36:03.200 --> 00:36:08.880
award layers on it so um
for those slaa staff that have worked

508
00:36:08.880 --> 00:36:11.359
with grants to states prior to the
pandemic

509
00:36:11.359 --> 00:36:14.400
you might be familiar with a less
complex timeline that we typically

510
00:36:14.400 --> 00:36:18.320
present at our annual conferences
um this year we've updated the timeline

511
00:36:18.320 --> 00:36:23.200
to reflect the usual two-year awards
um as well as the two separate stimulus

512
00:36:23.200 --> 00:36:28.720
funds and where they fall in line with
the time frame um and there's obviously

513
00:36:28.720 --> 00:36:33.040
much to digest with the timeline but
the the bigger picture here is i want to

514
00:36:33.040 --> 00:36:37.200
direct your attention to
the five-year evaluation deadlines um

515
00:36:37.200 --> 00:36:41.040
and the forthcoming five-year plan
deadlines and how they intersect with

516
00:36:41.040 --> 00:36:43.359
your
quote-unquote day-to-day grant

517
00:36:43.359 --> 00:36:47.440
management deadlines
so as you can see the most immediate

518
00:36:47.440 --> 00:36:51.839
evaluation related deadline
is march 30th and that's when um the

519
00:36:51.839 --> 00:36:56.560
evaluation is due
um and then not too far behind that on

520
00:36:56.560 --> 00:37:01.920
june 30th of 2022
is when your plans are due and uh

521
00:37:01.920 --> 00:37:05.200
again just to kind of get a big picture
abroad brush

522
00:37:05.200 --> 00:37:09.200
you see that not too shortly after june
30th

523
00:37:09.200 --> 00:37:13.440
is the october 1st which is the
beginning of the new five-year plan

524
00:37:13.440 --> 00:37:18.560
cycle and then much further down the
road april 2024

525
00:37:18.560 --> 00:37:22.400
we want to point out that timeline
because in the event that you were to

526
00:37:22.400 --> 00:37:27.599
submit a brand new five-year plan
and you realize oh i don't like that

527
00:37:27.599 --> 00:37:31.839
goal anymore i want to change it
uh there is a process for doing that but

528
00:37:31.839 --> 00:37:36.320
we just will let you know that
even if your request to change your goal

529
00:37:36.320 --> 00:37:41.760
one of your goals is approved and that
can't be reflected until april of 2024

530
00:37:41.760 --> 00:37:45.920
so we say all of that because obviously
planning is key

531
00:37:45.920 --> 00:37:50.480
with this process and because it is a
bit of a domino effect with evaluations

532
00:37:50.480 --> 00:37:53.440
due
plans do we wanted to give you all a

533
00:37:53.440 --> 00:37:56.720
broader as broad of a
perspective as possible for your

534
00:37:56.720 --> 00:37:59.520
planning purposes

535
00:38:01.200 --> 00:38:05.440
and i'd like to now turn our attention
to the federal statute that provides

536
00:38:05.440 --> 00:38:09.040
the necessary foundation for much of the
information you'll find

537
00:38:09.040 --> 00:38:13.520
in the five-year evaluation guidance
while the mention of the evaluation is

538
00:38:13.520 --> 00:38:19.119
relatively brief
in u.s code 20 section 913

539
00:38:19.119 --> 00:38:22.240
there are some critical pieces to derive
from it

540
00:38:22.240 --> 00:38:26.800
you'll note that the statute says that
the state library administrative agency

541
00:38:26.800 --> 00:38:31.760
shall independently evaluate so we
emphasize that because that sets the

542
00:38:31.760 --> 00:38:35.680
stage for
what many state libraries do with

543
00:38:35.680 --> 00:38:40.160
pursuing a third party evaluator
which is why again another piece of the

544
00:38:40.160 --> 00:38:43.119
planning process because if you're going
to go third party

545
00:38:43.119 --> 00:38:46.720
that often involves rfps going out for
bid

546
00:38:46.720 --> 00:38:51.119
those kinds of things as far as what's
considered an independent evaluator

547
00:38:51.119 --> 00:38:54.720
matt is going to touch on that so i just
want to point out that the statute says

548
00:38:54.720 --> 00:38:58.240
that
um and then additionally the statute

549
00:38:58.240 --> 00:39:03.040
also
uh sort of provides the somewhat

550
00:39:03.040 --> 00:39:09.119
uh specific framework for the timeline
so you see there in the little excerpt

551
00:39:09.119 --> 00:39:12.480
that the um
the evaluation is to be conducted prior

552
00:39:12.480 --> 00:39:17.040
to the end of the five-year plan
and this is um so that way there is no

553
00:39:17.040 --> 00:39:21.440
gap between plans and also
um i think for the intention of being

554
00:39:21.440 --> 00:39:25.280
able to
uh glean the feedback from the

555
00:39:25.280 --> 00:39:29.280
evaluation to inform
the forthcoming five year plan and so

556
00:39:29.280 --> 00:39:33.040
that's why
it is by design that the timeline is

557
00:39:33.040 --> 00:39:36.320
the for your five-year plan you're
evaluating 18

558
00:39:36.320 --> 00:39:39.440
19 and 20.

559
00:39:41.359 --> 00:39:45.440
and here again is i refer to the
guidelines for the evaluation this is

560
00:39:45.440 --> 00:39:49.040
all
derived from the statute and um

561
00:39:49.040 --> 00:39:53.280
that is a link to the fire evaluation
guidelines but that can be found

562
00:39:53.280 --> 00:39:56.880
in our grants estates manual which is
basically

563
00:39:56.880 --> 00:40:00.960
the hub for all of our critical
resources and guidance

564
00:40:00.960 --> 00:40:05.359
for the grants to states program we want
to i want to add here as well

565
00:40:05.359 --> 00:40:11.200
that you are not expected to include
cares act funds or activities as part of

566
00:40:11.200 --> 00:40:14.800
the
formal evaluation and so the reason

567
00:40:14.800 --> 00:40:16.560
there's
several reasons for this and matt will

568
00:40:16.560 --> 00:40:20.160
go into them as well i believe in his
section of the presentation

569
00:40:20.160 --> 00:40:24.319
but because your original five-year plan
was written

570
00:40:24.319 --> 00:40:28.400
prior to the advent of the cares act
funds that we

571
00:40:28.400 --> 00:40:35.920
can really reasonably expect
those cares act funded activities to be

572
00:40:35.920 --> 00:40:39.839
evaluated along with your five-year plan

573
00:40:41.920 --> 00:40:45.440
and a quick snapshot of our review
process uh

574
00:40:45.440 --> 00:40:50.880
i want to emphasize here that our role
at imls related to the evaluations is

575
00:40:50.880 --> 00:40:54.720
that we are accepting them
based on them meeting the requirements

576
00:40:54.720 --> 00:40:59.040
in the guidance
and we are not grading or evaluating

577
00:40:59.040 --> 00:41:01.920
them
um well i just said evaluations but you

578
00:41:01.920 --> 00:41:05.520
know we're not grading them in that sort
of substantive way

579
00:41:05.520 --> 00:41:09.359
so we emphasize this and that again will
go into the more of the

580
00:41:09.359 --> 00:41:13.760
um statistical components of their
motivations but

581
00:41:13.760 --> 00:41:21.599
this is because um we don't
want to assume that you knew everything

582
00:41:21.599 --> 00:41:25.040
you can't see the future you can't tell
the future you can't anticipate

583
00:41:25.040 --> 00:41:28.800
everything that could
potentially deviate your original

584
00:41:28.800 --> 00:41:33.280
intention of your goals
so to say that a goal was partially met

585
00:41:33.280 --> 00:41:35.760
does not mean that you failed
necessarily

586
00:41:35.760 --> 00:41:41.440
and we would encourage that level of
transparency in the evaluation

587
00:41:41.440 --> 00:41:45.200
not only for our intents and purposes so
we understand what happened at your

588
00:41:45.200 --> 00:41:48.560
state
but also for the hopes that it is

589
00:41:48.560 --> 00:41:52.400
beneficial information and feedback that
you can then use for your forthcoming

590
00:41:52.400 --> 00:41:55.359
plan
so i just want to emphasize that and

591
00:41:55.359 --> 00:41:59.920
then um from a timeline perspective
we have our program officers we have 90

592
00:41:59.920 --> 00:42:03.520
days to finish reviewing
allstate's five-year evaluations you all

593
00:42:03.520 --> 00:42:08.400
are on the exact same time table
so it's a lot of a lot of reading for us

594
00:42:08.400 --> 00:42:12.079
um in april and june through june of
2022

595
00:42:12.079 --> 00:42:16.400
uh and then at once everything has been
accepted and everything is said and done

596
00:42:16.400 --> 00:42:19.680
you'll receive official letters of
acceptance

597
00:42:19.680 --> 00:42:25.200
from us that kind of close out the
evaluation process

598
00:42:26.560 --> 00:42:32.319
and finally um as far as paying for the
evaluations and the plans

599
00:42:32.319 --> 00:42:36.240
uh there's a reference to um some
guidance on this

600
00:42:36.240 --> 00:42:39.599
and it's the administrative costs memo
that is surprise

601
00:42:39.599 --> 00:42:43.040
also in the grants estates manual um but
we want to

602
00:42:43.040 --> 00:42:47.920
emphasize that the um
as far as what category of funding they

603
00:42:47.920 --> 00:42:51.599
can go under it can be either an lsda
project

604
00:42:51.599 --> 00:42:56.000
like all by itself um it could be under
the administrative project or you could

605
00:42:56.000 --> 00:42:59.680
even use state funds
to pay for those evaluations so there is

606
00:42:59.680 --> 00:43:04.240
a lot of latitude
with what funding category you use but

607
00:43:04.240 --> 00:43:06.240
what we do want to point out here is
that

608
00:43:06.240 --> 00:43:11.359
the statute says that as far as how to
fund it the determination

609
00:43:11.359 --> 00:43:15.680
will be made by the state library and
quote must be handled in a

610
00:43:15.680 --> 00:43:19.040
consistent manner and what that means is
if your

611
00:43:19.040 --> 00:43:23.200
evaluation was funded under an admin
project for the last cycle

612
00:43:23.200 --> 00:43:27.040
uh the statute expects that it will be
consistently funded in the same way

613
00:43:27.040 --> 00:43:31.359
for the future cycle uh but if that if
there's uh some extenuating

614
00:43:31.359 --> 00:43:34.880
circumstances or
or the other reasons why your evaluation

615
00:43:34.880 --> 00:43:38.720
may be funded differently
this cycle than in the past uh please

616
00:43:38.720 --> 00:43:41.839
reach out to your program officer so we
can kind of discuss

617
00:43:41.839 --> 00:43:45.280
more of the finer details so that's all
of the

618
00:43:45.280 --> 00:43:50.400
perfunctory time with the evaluations uh
and so now i'm going to hand it over to

619
00:43:50.400 --> 00:43:55.839
matt birnbaum who's going to dive into
the statistical components

620
00:43:56.319 --> 00:44:00.000
thanks to thanks dennis and i'll try to
keep the statistics

621
00:44:00.000 --> 00:44:04.800
to a minimum i want to talk a little bit
about the five-year evaluation for the

622
00:44:04.800 --> 00:44:07.680
veterans
you've heard me give this spiel twice

623
00:44:07.680 --> 00:44:10.880
before in the last
decade i'm gonna make some little bit

624
00:44:10.880 --> 00:44:14.160
changes this time
i really want to focus more on making

625
00:44:14.160 --> 00:44:16.960
sure that this whole process of
evaluation

626
00:44:16.960 --> 00:44:20.960
is as useful to you and your other key
stakeholders as possible

627
00:44:20.960 --> 00:44:23.839
next slide

628
00:44:25.599 --> 00:44:30.560
so to do so we're going to focus on five
things we're going to just give the

629
00:44:30.560 --> 00:44:34.560
overall framework for
doing this evaluation we're going to try

630
00:44:34.560 --> 00:44:37.920
to address some key concerns
go over a little bit more of the

631
00:44:37.920 --> 00:44:40.880
guidelines flesh it out a little bit
more in detail

632
00:44:40.880 --> 00:44:44.560
and then talk a little bit about next
steps with a particular emphasis on ways

633
00:44:44.560 --> 00:44:46.800
that we know mls are going to try to
provide

634
00:44:46.800 --> 00:44:50.160
some new types of support to you and
your evaluators

635
00:44:50.160 --> 00:44:53.280
and then at the end we'll take some
questions and answers and along the way

636
00:44:53.280 --> 00:44:56.240
we'll
try to do so as well and i'm already

637
00:44:56.240 --> 00:45:01.359
noting we've got two comments
already in the chat to address next

638
00:45:01.359 --> 00:45:07.280
slide please
and one more time

639
00:45:10.079 --> 00:45:16.400
okay so for the veterans uh
about literally 10 years ago i was

640
00:45:16.400 --> 00:45:21.839
welcomed into the community
and at that time the chiefs and all of

641
00:45:21.839 --> 00:45:25.520
you were telling us and other the key
partners were telling us hey we've got

642
00:45:25.520 --> 00:45:29.040
some issues
in reporting on all the projects that

643
00:45:29.040 --> 00:45:32.000
we're funding
it's really impossible to be able to

644
00:45:32.000 --> 00:45:35.920
tell a good story about
what difference this is making to the

645
00:45:35.920 --> 00:45:39.839
patrons who are receiving it
as well as to other taxpayers as well as

646
00:45:39.839 --> 00:45:44.560
to the taxpayers as well
as a whole and so that led to the next

647
00:45:44.560 --> 00:45:51.040
the beginning of measuring success
measuring success is mostly as you know

648
00:45:51.040 --> 00:45:53.440
it
is in terms of the project reporting in

649
00:45:53.440 --> 00:45:58.000
the state project report
we tried our best to capture the promise

650
00:45:58.000 --> 00:46:00.720
made
10 years ago that a summer reading

651
00:46:00.720 --> 00:46:04.880
program in michigan we should be able to
compare it using the same

652
00:46:04.880 --> 00:46:08.160
factors as a summer reading program in
mississippi

653
00:46:08.160 --> 00:46:11.200
and the same would be true for all the
other multitude of

654
00:46:11.200 --> 00:46:14.960
projects and activities that everybody
does

655
00:46:14.960 --> 00:46:19.920
so the focus here is providing greater
transparency to

656
00:46:19.920 --> 00:46:23.440
how the federal formula grants trans
translate

657
00:46:23.440 --> 00:46:28.079
into the hundreds and thousands of
projects awarded in all the states and

658
00:46:28.079 --> 00:46:32.240
territories every year
to be able to have that data in a form

659
00:46:32.240 --> 00:46:36.560
in which it's shareable
in doing so to not only be able to

660
00:46:36.560 --> 00:46:40.400
demonstrate better accountability to
federal taxpayers to showing them how

661
00:46:40.400 --> 00:46:43.839
with their
taxpayer dollars go but more importantly

662
00:46:43.839 --> 00:46:46.960
to helping all of you
to helping public libraries to helping

663
00:46:46.960 --> 00:46:51.440
imless it's helping everybody who's
concerned about the ways that libraries

664
00:46:51.440 --> 00:46:55.680
make a difference in their communities
that we can use these data to actually

665
00:46:55.680 --> 00:46:59.520
improve
the programs in doing so right from the

666
00:46:59.520 --> 00:47:04.160
get-go and
it's built into the dna the spr the

667
00:47:04.160 --> 00:47:08.079
project level data
is balancing national level needs for

668
00:47:08.079 --> 00:47:10.880
that we need to be able to tell a
federal story

669
00:47:10.880 --> 00:47:14.160
with the needs of each of you in your
states and territories to be able to

670
00:47:14.160 --> 00:47:18.480
tell the stories
that are within your territories and

671
00:47:18.480 --> 00:47:23.119
fundamentally it's
cooperative process everything we do is

672
00:47:23.119 --> 00:47:26.880
hopefully building on and strengthening
the trust that exists

673
00:47:26.880 --> 00:47:31.440
among all of us next slide please

674
00:47:32.480 --> 00:47:35.599
okay i'm going to give some wonky terms
that you're going to see in the

675
00:47:35.599 --> 00:47:38.960
five-year evaluations
your evaluators are going to be talking

676
00:47:38.960 --> 00:47:43.119
about this language some of your very
savvy stakeholders like some of the

677
00:47:43.119 --> 00:47:45.760
funders
the policy makers they're going to be

678
00:47:45.760 --> 00:47:49.119
using this language all right
let's start off with the basic what's an

679
00:47:49.119 --> 00:47:53.040
evaluation
we know the spr gives us all types of

680
00:47:53.040 --> 00:47:57.599
data we know we can aggregate it to tell
certain stories such as the number of

681
00:47:57.599 --> 00:48:00.319
projects that you've awarded the dollar
amount

682
00:48:00.319 --> 00:48:03.920
the types of activities that were
associated with it

683
00:48:03.920 --> 00:48:07.119
valuation goes a little bit more it goes
a little bit more deeper

684
00:48:07.119 --> 00:48:12.079
it takes those those initial trends and
it asks some questions about so what

685
00:48:12.079 --> 00:48:17.359
why are we seeing these trends so it's a
systematic a process to taking whatever

686
00:48:17.359 --> 00:48:21.119
questions you're asking
trying to systematically deliberately

687
00:48:21.119 --> 00:48:25.599
collect answers to
provide them and using those answers

688
00:48:25.599 --> 00:48:29.200
asking those questions only
for a very practical purpose that we're

689
00:48:29.200 --> 00:48:34.319
trying to strengthen a program
so that's the evaluation we do every

690
00:48:34.319 --> 00:48:37.680
five years
the implementation well this is the

691
00:48:37.680 --> 00:48:41.200
process in which you get the
in this case you get the funds and then

692
00:48:41.200 --> 00:48:46.000
you go about and administering those
so we want to better look at you maybe

693
00:48:46.000 --> 00:48:48.720
set some goals
maybe you find out the goals were met

694
00:48:48.720 --> 00:48:52.079
they weren't met
maybe we're finding some other results

695
00:48:52.079 --> 00:48:56.240
we want to figure out was how much this
was because the strategy was right

696
00:48:56.240 --> 00:48:59.760
and how much of it was because of the
way things were implemented

697
00:48:59.760 --> 00:49:04.720
we can have a poor result and it could
be because we had a great strategy

698
00:49:04.720 --> 00:49:08.720
but the implementation was botched up
similarly we could have had a

699
00:49:08.720 --> 00:49:11.839
not so great strategy but seeing that
it's succeeding

700
00:49:11.839 --> 00:49:15.440
because the way everything was
administered was fantastic

701
00:49:15.440 --> 00:49:18.880
so a lot of evaluation is looking at at
the

702
00:49:18.880 --> 00:49:22.800
implementation and we use that using
what we call

703
00:49:22.800 --> 00:49:26.480
methodology some of it but not all of it
could be

704
00:49:26.480 --> 00:49:30.000
statistical a lot of it is qualitative
i'll say it a little

705
00:49:30.000 --> 00:49:33.040
bit later but i'm going to give the
punch line again

706
00:49:33.040 --> 00:49:36.960
whenever thinking about your evaluation
method let the question that you're

707
00:49:36.960 --> 00:49:40.640
trying to get an
answer drive the method sometimes some

708
00:49:40.640 --> 00:49:44.000
questions are really best answered using
statistical methods other

709
00:49:44.000 --> 00:49:49.040
times it's qualitative choices
and then we've got that process

710
00:49:49.040 --> 00:49:52.880
evaluation that's very much related to
the implementation the process

711
00:49:52.880 --> 00:49:56.240
evaluation
tells us how well things were being

712
00:49:56.240 --> 00:49:59.680
implemented
and we contrast that with the impact

713
00:49:59.680 --> 00:50:03.359
evaluation
where we're looking at the results and

714
00:50:03.359 --> 00:50:06.640
those results may be quote unquote
outcomes they may be

715
00:50:06.640 --> 00:50:11.040
outputs i'm going to tell everybody here
not to get hung up whether it's an

716
00:50:11.040 --> 00:50:14.000
outcome or
output i don't think that's helpful what

717
00:50:14.000 --> 00:50:17.119
you really want to be thinking about or
what are the results what are the types

718
00:50:17.119 --> 00:50:20.400
of changes
that we see associated with the money

719
00:50:20.400 --> 00:50:27.839
that we're funding
next slide

720
00:50:28.960 --> 00:50:33.839
okay so i'm gonna just build on some
points that dennis just elaborated on

721
00:50:33.839 --> 00:50:38.000
the five-year evaluation objective we're
being driven by

722
00:50:38.000 --> 00:50:42.000
the objectives in our statutory
legislation

723
00:50:42.000 --> 00:50:45.680
i'll talk about independent evaluation
is in a second

724
00:50:45.680 --> 00:50:50.000
for right now we want to make sure that
this cooperative process

725
00:50:50.000 --> 00:50:53.280
where the evaluation is useful for you
at the state level

726
00:50:53.280 --> 00:50:57.359
is also useful for imos and others who
are interested in the national level

727
00:50:57.359 --> 00:51:01.359
stories
associated with this program to do that

728
00:51:01.359 --> 00:51:05.760
we're setting up this evaluation a way
that maximizes the strengths

729
00:51:05.760 --> 00:51:09.920
of the sbr data so we don't have to
reinvent the wheel

730
00:51:09.920 --> 00:51:13.440
we're going to be trying to highlight
effective practices

731
00:51:13.440 --> 00:51:16.880
and we'll get to the retrospective
questions in a moment

732
00:51:16.880 --> 00:51:21.200
here the i want to highlight effective
past practices both for you to make some

733
00:51:21.200 --> 00:51:24.720
changes in your next five-year plan
as well as to be able to share it with

734
00:51:24.720 --> 00:51:30.480
others who might be interested in
what works and and third to be looking

735
00:51:30.480 --> 00:51:34.319
at that process for implementing the
ground the grant making the process

736
00:51:34.319 --> 00:51:40.000
questions and i'm already seeing
one chat that i'll respond to now is

737
00:51:40.000 --> 00:51:44.640
crosby's snarky word yes
impact impact impact it's our favorite

738
00:51:44.640 --> 00:51:48.960
words
too next slide please

739
00:51:49.200 --> 00:51:52.960
all right couple of culvert caveats all
right we know

740
00:51:52.960 --> 00:51:57.440
we've had cares that cares grant funds
now we've got the arpa funds

741
00:51:57.440 --> 00:52:00.800
what do we do with this opera we don't
have to worry because it

742
00:52:00.800 --> 00:52:05.200
doesn't cover this five-year evaluation
it's evaluation will cover

743
00:52:05.200 --> 00:52:10.960
fiscal years 2018 19 and 20.
we know that cares act funds for doing

744
00:52:10.960 --> 00:52:14.319
it we're going to tell you to exclude
the funds

745
00:52:14.319 --> 00:52:17.520
you have that you have a choice to
include it but we're telling you to

746
00:52:17.520 --> 00:52:22.160
exclude
it if you want to account for

747
00:52:22.160 --> 00:52:27.839
covid 19 related disruptions exclude
the cares act funds but if you want to

748
00:52:27.839 --> 00:52:32.079
talk about the disruption that covet 19
has had on you

749
00:52:32.079 --> 00:52:37.359
here are some caveats don't report on
either the carriers act or arpa act

750
00:52:37.359 --> 00:52:40.960
if you want to make sure you're
separating it

751
00:52:40.960 --> 00:52:47.359
very distinctly don't mix that up with
your regular funds for 18 19 and 20.

752
00:52:47.359 --> 00:52:51.680
the most important thing is to think
about how the pandemic what experiences

753
00:52:51.680 --> 00:52:56.079
that you've watched
over the last 12 months how that might

754
00:52:56.079 --> 00:53:02.079
be influencing the next five years
i believe we have already that um

755
00:53:02.079 --> 00:53:06.319
jody jodie is asking ray rose to comment
one of the things we're trying to wrap

756
00:53:06.319 --> 00:53:09.520
our heads on
is what will the future hold we know

757
00:53:09.520 --> 00:53:14.480
that the pandemic is causing lots of
disruptions in the plans and this may be

758
00:53:14.480 --> 00:53:18.400
a really good point where even if you're
not looking at the cares act

759
00:53:18.400 --> 00:53:22.480
funds itself you're going to be looking
at what do we know about the pandemic in

760
00:53:22.480 --> 00:53:25.520
terms of some
contingencies that we want to build into

761
00:53:25.520 --> 00:53:30.559
the next five years
that would be fair game in terms of

762
00:53:30.559 --> 00:53:33.839
cares acts specifically in arpa funds
specifically

763
00:53:33.839 --> 00:53:37.040
stay tuned we're going to be we're
having discussions here

764
00:53:37.040 --> 00:53:41.280
internally about how we want to report
on it and we'll come back to you

765
00:53:41.280 --> 00:53:45.440
but right now the biggest message again
is you're not obligated to report on

766
00:53:45.440 --> 00:53:50.400
cares act funding in this evaluation
it's no mandate if by any chance you

767
00:53:50.400 --> 00:53:53.040
want to
treat it separately but most importantly

768
00:53:53.040 --> 00:53:57.200
just think about how the pandemic
might be inter interrupt interrupting

769
00:53:57.200 --> 00:53:59.440
where you're going to be going for the
five year plan

770
00:53:59.440 --> 00:54:03.440
some of those experiences from the past
year

771
00:54:03.440 --> 00:54:07.760
okay let's go on to the next slide

772
00:54:09.280 --> 00:54:12.240
and the next slide

773
00:54:13.280 --> 00:54:18.319
okay fancy slide all right independent
off evaluation

774
00:54:18.319 --> 00:54:24.160
the legislation is quite clear that the
evaluator has to be independent

775
00:54:24.160 --> 00:54:28.319
the most important thing here is that
the evaluator has to be free from

776
00:54:28.319 --> 00:54:33.520
outside influence we basically tell you
to use a third party because that almost

777
00:54:33.520 --> 00:54:36.799
guarantees you
that they are independent from that

778
00:54:36.799 --> 00:54:39.599
influence so they pass the judgment
they're not going to get

779
00:54:39.599 --> 00:54:43.200
fired from their job they may not get a
contract with you again

780
00:54:43.200 --> 00:54:46.960
but they're they're going to be able to
provide that independence

781
00:54:46.960 --> 00:54:50.960
if you want to be able to do it in-house
every now and then we get

782
00:54:50.960 --> 00:54:56.640
we get a state or territory asking us
the basic test you got to be able to do

783
00:54:56.640 --> 00:55:00.480
is to be able to show that they're not
in the line of fire in terms of

784
00:55:00.480 --> 00:55:03.040
managerial responsibilities for grant
making

785
00:55:03.040 --> 00:55:07.040
if they were to provide for some type of
negative judgment

786
00:55:07.040 --> 00:55:11.040
they shouldn't be anywhere related to
the grant making

787
00:55:11.040 --> 00:55:14.480
conversely they also need to be showing
that they've got the skills and

788
00:55:14.480 --> 00:55:19.760
competencies that come with
being in the evaluation of evaluation

789
00:55:19.760 --> 00:55:22.079
profession
there are certain science social

790
00:55:22.079 --> 00:55:24.640
scientific methods that they should be
able to be

791
00:55:24.640 --> 00:55:28.640
quite expert be experts in to be able to
ensure that

792
00:55:28.640 --> 00:55:32.559
they can adequately analyze that
information

793
00:55:32.559 --> 00:55:36.319
and provide it into you in a way that's
credible

794
00:55:36.319 --> 00:55:40.319
so the most important piece now is then
saying

795
00:55:40.319 --> 00:55:43.680
that the independent evaluator that you
pick

796
00:55:43.680 --> 00:55:48.400
in this evaluation what makes for a
successful evaluation it's one that's

797
00:55:48.400 --> 00:55:52.480
going to be useful
to you and your key stakeholders we're

798
00:55:52.480 --> 00:55:56.240
going to give you some
giving you some places right now where

799
00:55:56.240 --> 00:55:59.520
you can find some more
information about it i'm putting a

800
00:55:59.520 --> 00:56:03.839
little heads up now one of the new
things that imls is offering is an

801
00:56:03.839 --> 00:56:07.839
evaluative community of practice
we'll start it in the summer and we'll

802
00:56:07.839 --> 00:56:12.319
talk about it at the end
um but we want to be able to provide

803
00:56:12.319 --> 00:56:14.960
this here now so everyone knows we're
going to try to

804
00:56:14.960 --> 00:56:19.440
be with you together and building up
everyone's capabilities

805
00:56:19.440 --> 00:56:22.480
next slide please

806
00:56:23.119 --> 00:56:28.720
all right just some just some statistics
about the last

807
00:56:28.720 --> 00:56:35.280
five-year evaluation is that
last time we saw that there were a total

808
00:56:35.280 --> 00:56:40.160
of 29 evaluators working with the states
and territories

809
00:56:40.160 --> 00:56:43.520
one valley only one evaluator was
in-house worked

810
00:56:43.520 --> 00:56:49.359
in that slaa the rest were third parties
one of the evaluators worked with 20

811
00:56:49.359 --> 00:56:55.200
states
um others worked with one two or three

812
00:56:55.200 --> 00:57:00.480
about 22 most of them they evaluate as
work with just one single state

813
00:57:00.480 --> 00:57:05.040
leah asks when you say in-house do you
mean within our agency or our state

814
00:57:05.040 --> 00:57:07.680
either one
we're basically making sure though it

815
00:57:07.680 --> 00:57:10.799
depends how big your agency is and we're
making sure

816
00:57:10.799 --> 00:57:16.000
that that person is truly independent of
anything dealing with grant making or

817
00:57:16.000 --> 00:57:21.119
oversight
of the lsta pro program in your state

818
00:57:21.119 --> 00:57:25.680
it could be that your your agency your
state has its own independent research

819
00:57:25.680 --> 00:57:29.200
and evaluation shop
that would be the type of person that

820
00:57:29.200 --> 00:57:34.079
might be qualified
to provide an independent assessment

821
00:57:34.079 --> 00:57:37.119
next slide please

822
00:57:38.559 --> 00:57:42.640
all right first consumer tip for the day
how do we choose that independent

823
00:57:42.640 --> 00:57:47.119
evaluator
your cardinal rule is to balance their

824
00:57:47.119 --> 00:57:50.400
ability to offer scientific objectivity
with their

825
00:57:50.400 --> 00:57:54.400
with your key your stakeholders able to
trust them

826
00:57:54.400 --> 00:57:59.520
so we start off the very top do they
have independence

827
00:57:59.520 --> 00:58:03.359
do our stakeholders find them
credibility credible

828
00:58:03.359 --> 00:58:06.880
to be able to start diving into that we
want to make sure that they can

829
00:58:06.880 --> 00:58:10.400
understand
the specific context of the way your

830
00:58:10.400 --> 00:58:13.119
organization
functions the environment in which it's

831
00:58:13.119 --> 00:58:16.000
situated
can they basically produce some

832
00:58:16.000 --> 00:58:20.079
independent judgments and understand
what the reality is for you

833
00:58:20.079 --> 00:58:23.760
in doing so can then they be able to
give you findings and

834
00:58:23.760 --> 00:58:27.599
recommendations that are adoptable and
transferable

835
00:58:27.599 --> 00:58:30.720
as you move forward to the next
five-year plan and you're working with

836
00:58:30.720 --> 00:58:33.680
any of your
public libraries and other libraries

837
00:58:33.680 --> 00:58:39.119
that are associated with
this program is the cost

838
00:58:39.119 --> 00:58:42.720
is it manageable is the timeline
manageable these are all

839
00:58:42.720 --> 00:58:47.200
pieces that's going to make for a good
evaluator

840
00:58:47.440 --> 00:58:54.240
uh next slide please
so let's talk about that usefulness

841
00:58:54.240 --> 00:58:59.119
what are some good uses of the five-year
evaluation we were to talk let's say

842
00:58:59.119 --> 00:59:03.119
two years from now and we would say hey
was that a value was that five-year

843
00:59:03.119 --> 00:59:06.960
evaluation really useful
here might be some things we might be

844
00:59:06.960 --> 00:59:10.799
thinking about well
at the bit at the minimum you basically

845
00:59:10.799 --> 00:59:14.720
had demonstrated accountability with
federal law and completing it

846
00:59:14.720 --> 00:59:17.920
we hope all this time and attention does
a little bit more than just

847
00:59:17.920 --> 00:59:21.040
accountability
we hope we can really provide some good

848
00:59:21.040 --> 00:59:24.880
uses for informing where you're going to
head for the next five-year plan

849
00:59:24.880 --> 00:59:28.559
such as trying to figure out what
adaptations you want to make

850
00:59:28.559 --> 00:59:33.680
given the disruption from the pandemic
we also hope it might help you

851
00:59:33.680 --> 00:59:37.680
and others might identify and share the
promising practices

852
00:59:37.680 --> 00:59:40.960
of types of investments that you've made
over the last five years

853
00:59:40.960 --> 00:59:44.319
that can be carried forward into the
next five years

854
00:59:44.319 --> 00:59:48.640
and we really hope it strengthens your
relationship with key stakeholders

855
00:59:48.640 --> 00:59:51.920
in a moment i'm going to talk a little
bit more about ways we can think about

856
00:59:51.920 --> 00:59:55.599
ways you can think about
making the evaluation more useful for

857
00:59:55.599 --> 00:59:59.359
the key stakeholders
but for now let me throw a couple of

858
00:59:59.359 --> 01:00:03.760
ethical caveats out there
it's really tempting when you get at

859
01:00:03.760 --> 01:00:08.000
this point and you're starting to
identify stakeholders who have different

860
01:00:08.000 --> 01:00:11.200
values
different interests different objectives

861
01:00:11.200 --> 01:00:15.040
to try to
favor one much more than the other

862
01:00:15.040 --> 01:00:18.559
you're really obligated
we're begging you don't misuse the

863
01:00:18.559 --> 01:00:23.920
evaluation to pursue
a specific self-interest always maintain

864
01:00:23.920 --> 01:00:28.000
and evaluate objectivity
the evaluator is fundamentally going to

865
01:00:28.000 --> 01:00:32.880
be collecting evidence to answer
key questions a good question that will

866
01:00:32.880 --> 01:00:37.440
maintain the objectivity
is where the answer to yes is as

867
01:00:37.440 --> 01:00:43.760
interesting as the answer is of no
and then because you can get an answer

868
01:00:43.760 --> 01:00:46.319
of no
be prepared to deal with negative

869
01:00:46.319 --> 01:00:50.319
findings this is when the best
learnings come from nobody's going to be

870
01:00:50.319 --> 01:00:53.359
looking to slap you
this is where we're almost going to be

871
01:00:53.359 --> 01:00:58.880
seeing with a lesson to learning
and adaptation comes from

872
01:00:59.040 --> 01:01:02.559
uh next slide please

873
01:01:03.440 --> 01:01:06.799
okay let's talk about those stakeholders
all right

874
01:01:06.799 --> 01:01:10.640
yeah i'm mad i'm hearing you unless i'm
hearing you we got to get involved with

875
01:01:10.640 --> 01:01:14.640
the stakeholders
how do we do this first thing is as you

876
01:01:14.640 --> 01:01:17.280
start thinking about who your
stakeholders are

877
01:01:17.280 --> 01:01:21.280
to think about that they might play
different roles in the evaluation

878
01:01:21.280 --> 01:01:24.720
some of them might be respondents such
as responding

879
01:01:24.720 --> 01:01:28.240
participating in a survey that you might
be doing or an interview or a focus

880
01:01:28.240 --> 01:01:30.960
group
some of them might be subject matter

881
01:01:30.960 --> 01:01:34.559
experts who are going to have their
their sleeves rolled up with you in

882
01:01:34.559 --> 01:01:37.920
interpreting the draft reports
providing some feedback to the

883
01:01:37.920 --> 01:01:42.240
evaluators some of them may be advocates
for a specific position

884
01:01:42.240 --> 01:01:46.559
some of them may be the policy makers
such as your chief executives

885
01:01:46.559 --> 01:01:49.920
some of them may be the ones who are
implementing some of the work that

886
01:01:49.920 --> 01:01:52.960
you're doing such as
folks who are sub granting or each of

887
01:01:52.960 --> 01:01:57.680
you in terms of implementing the
grants on a year-to-year basis some of

888
01:01:57.680 --> 01:02:00.960
them may be your key partners
and some of them may be key

889
01:02:00.960 --> 01:02:03.680
beneficiaries of these money such as
some of the

890
01:02:03.680 --> 01:02:09.599
key constituents in the public libraries
beyond thinking about the different

891
01:02:09.599 --> 01:02:13.280
roles that stakeholders may play in the
evaluations try to think about

892
01:02:13.280 --> 01:02:15.680
critically when do we need to bring them
in

893
01:02:15.680 --> 01:02:18.880
some of them may only need to become at
the very beginning as you're starting to

894
01:02:18.880 --> 01:02:22.000
formulate
what we want that evaluation to do at

895
01:02:22.000 --> 01:02:25.920
the upfront in the planning
some may get involved in the middle as

896
01:02:25.920 --> 01:02:29.440
we're starting to implement the
evaluation such as our respondents and

897
01:02:29.440 --> 01:02:33.359
subject matter experts
some may be coming in more importantly

898
01:02:33.359 --> 01:02:37.039
once we got the final report
some of the interim report findings and

899
01:02:37.039 --> 01:02:41.119
we're starting to think about messaging
these may be your advocates they may be

900
01:02:41.119 --> 01:02:43.760
your policy makers but these are key
people

901
01:02:43.760 --> 01:02:46.799
and then the last piece is going to be
the adaptation we're starting to move

902
01:02:46.799 --> 01:02:50.000
into the five-year plan
and we want to make sure that we can

903
01:02:50.000 --> 01:02:52.559
that these recommendations are going to
be feasible

904
01:02:52.559 --> 01:02:56.400
how do what stakeholders do we need to
be thinking about

905
01:02:56.400 --> 01:03:00.480
so this leads me to my most important
take home on the third one

906
01:03:00.480 --> 01:03:06.079
right now at the beginning not only
start identifying your stakeholders but

907
01:03:06.079 --> 01:03:09.359
plan now for how they can use the
evaluation

908
01:03:09.359 --> 01:03:16.160
and not just what what guests must get
done in completing the evaluation next

909
01:03:16.160 --> 01:03:18.880
slide please

910
01:03:19.119 --> 01:03:24.480
so now let's talk a little bit about the
wonky stuff the evaluation methodology

911
01:03:24.480 --> 01:03:31.839
next slide there's no
one size fits all approach

912
01:03:31.839 --> 01:03:34.960
the questions that you ask are going to
drive

913
01:03:34.960 --> 01:03:39.520
the types of data you need and the way
you're going to analyze that data

914
01:03:39.520 --> 01:03:43.440
we start off with the foundation that
everybody's going to start to maximize

915
01:03:43.440 --> 01:03:47.119
what you can get with the sbr data for
all your projects

916
01:03:47.119 --> 01:03:50.480
hopefully that will give you some
answers and will help drive you where

917
01:03:50.480 --> 01:03:54.400
you need to drill deeper
to try to look beyond that you might

918
01:03:54.400 --> 01:03:58.559
have some other administrative records
that the evaluator wants to look at like

919
01:03:58.559 --> 01:04:02.880
your last five-year plan
some of the annual budgets any key memos

920
01:04:02.880 --> 01:04:05.440
that have been out there some of the
legislation

921
01:04:05.440 --> 01:04:08.559
correspondents you've had such as with
the rmls program

922
01:04:08.559 --> 01:04:12.640
officer these are all rich sources of
information

923
01:04:12.640 --> 01:04:16.400
we might be looking at some published
evaluations and other studies like if

924
01:04:16.400 --> 01:04:19.440
your state
had conducted an audit on the program

925
01:04:19.440 --> 01:04:24.160
this might be some valuable
data for that person any media newspaper

926
01:04:24.160 --> 01:04:28.160
clippings psas
you might be having them do interviews

927
01:04:28.160 --> 01:04:31.280
and focus groups you might be having
them surveys

928
01:04:31.280 --> 01:04:34.640
you might even have them be working
visually in terms of photos

929
01:04:34.640 --> 01:04:41.440
and videos these are all key types of
data that we might be looking at

930
01:04:41.440 --> 01:04:47.039
next slide please once you collect the
data we got to figure out how to analyze

931
01:04:47.039 --> 01:04:49.839
it there's not going to be a one size
fits all

932
01:04:49.839 --> 01:04:53.200
so as we've got different types of data
it's going to be amenable to different

933
01:04:53.200 --> 01:04:56.720
types of analysis
maybe it might be some statistical

934
01:04:56.720 --> 01:05:00.079
analysis
maybe it might be types of qualitative

935
01:05:00.079 --> 01:05:03.680
analysis
might be others like case studies social

936
01:05:03.680 --> 01:05:07.520
networks some gis
mapping and in general when we do these

937
01:05:07.520 --> 01:05:11.440
evaluations we're seeing a whole
blending a mixing of methods

938
01:05:11.440 --> 01:05:15.119
i'll talk about this in a moment but
right now just assume that the good

939
01:05:15.119 --> 01:05:18.799
evaluators are going to be blending
using different types of methods

940
01:05:18.799 --> 01:05:23.359
to be answering different questions and
you should be able to see what they're

941
01:05:23.359 --> 01:05:26.559
doing and have comfort in it
that they're that they really have

942
01:05:26.559 --> 01:05:32.720
mastery of the of the methodology
next slide please

943
01:05:33.920 --> 01:05:38.480
so last cycle when we looked at the
types of methods that we saw

944
01:05:38.480 --> 01:05:42.880
folks do all of them every state used
document review because principally they

945
01:05:42.880 --> 01:05:47.280
were relying on the spr
almost all the states and territories

946
01:05:47.280 --> 01:05:51.359
did surveys and interviews
and focus groups and then we had some

947
01:05:51.359 --> 01:05:56.799
others who were using some additional
data um using some other other met

948
01:05:56.799 --> 01:06:01.200
other methods like doing some uh social
media analysis

949
01:06:01.200 --> 01:06:05.440
doing some we had one i think it was
illinois of my memories correct

950
01:06:05.440 --> 01:06:10.640
where they had her and evaluated a very
interesting ethnographic analysis

951
01:06:10.640 --> 01:06:15.920
i'm using a cool piece of software we
had about five states who were

952
01:06:15.920 --> 01:06:20.319
looking at the pls data to supplement
what they were getting from the sbr

953
01:06:20.319 --> 01:06:23.440
so there's lots of ways you can skin
this one

954
01:06:23.440 --> 01:06:28.160
and there's lots of ways to make this
very valuable

955
01:06:28.160 --> 01:06:32.960
just as a heads up you know we think
then this next year's cycle what will be

956
01:06:32.960 --> 01:06:35.359
different from the last one of course
will be

957
01:06:35.359 --> 01:06:38.400
that the evaluators whatever method
they'll be using they're going to have

958
01:06:38.400 --> 01:06:43.280
to be working remotely virtually
i want you everyone here to know there's

959
01:06:43.280 --> 01:06:46.799
nothing stopping evaluated from doing
surveys and interviews

960
01:06:46.799 --> 01:06:51.280
focus groups virtually this is we've
been doing this for years decades so

961
01:06:51.280 --> 01:06:54.559
this is
not any shouldn't be a major disruption

962
01:06:54.559 --> 01:06:59.280
for any of the
qualified credible evaluators

963
01:06:59.280 --> 01:07:02.480
next slide please

964
01:07:03.599 --> 01:07:07.920
this leads me to the second tip and i
want to re i said it earlier i want to

965
01:07:07.920 --> 01:07:11.680
set it again
don't think i got to pick an evaluator

966
01:07:11.680 --> 01:07:16.640
who knows statistics or an evaluator who
knows interviews really what you want to

967
01:07:16.640 --> 01:07:20.720
know is what are the questions that you
want answers to

968
01:07:20.720 --> 01:07:24.400
and then see what the evaluator can do
the evaluators

969
01:07:24.400 --> 01:07:27.200
will probably they'll probably be a
couple of them if they're doing it right

970
01:07:27.200 --> 01:07:29.119
and they'll all have
certain methods that they're

971
01:07:29.119 --> 01:07:33.200
particularly competent on and they'll
know how to work together in terms of

972
01:07:33.200 --> 01:07:37.760
matching this source of data
and the method of analyzing that data to

973
01:07:37.760 --> 01:07:44.720
and to best answer your questions
next slide please

974
01:07:45.839 --> 01:07:51.760
more consumer tips do
develop your plan before the evaluation

975
01:07:51.760 --> 01:07:56.000
starts
ask the important questions figure out

976
01:07:56.000 --> 01:07:59.599
where your stakeholders are landing on
it

977
01:07:59.599 --> 01:08:03.200
ensure your value once you do that then
you can go and

978
01:08:03.200 --> 01:08:08.640
find your evaluator at that point make
sure the evaluators are up front

979
01:08:08.640 --> 01:08:12.079
about their choices they're making on
the

980
01:08:12.079 --> 01:08:15.760
method there's a cardinal rule they
should be transparent so that one of

981
01:08:15.760 --> 01:08:18.400
their peers
can look at what they've done and

982
01:08:18.400 --> 01:08:22.480
basically if they were to have
done exactly what they did they would

983
01:08:22.480 --> 01:08:27.440
come to the same exact
findings so there is no

984
01:08:27.440 --> 01:08:33.440
risk of bias balance
your agency's needs for the evaluation

985
01:08:33.440 --> 01:08:38.000
with those of other stakeholders
when you've got conflicts be it

986
01:08:38.000 --> 01:08:40.319
different stakeholders within your
agency

987
01:08:40.319 --> 01:08:44.799
or interests of your agency with some of
your other stakeholders

988
01:08:44.799 --> 01:08:49.279
always let the pub the larger public
interest drive the resolution

989
01:08:49.279 --> 01:08:54.799
don't let self-interest drive it
finally always use result based

990
01:08:54.799 --> 01:08:58.159
management principles don't think you're
the evaluator

991
01:08:58.159 --> 01:09:01.279
what you really want to do is figure out
what they

992
01:09:01.279 --> 01:09:04.799
what your timeline is what the key
milestones are

993
01:09:04.799 --> 01:09:07.359
and make sure that they're giving you
those key deliverables on those

994
01:09:07.359 --> 01:09:10.799
milestones and you hold them accountable
to those results

995
01:09:10.799 --> 01:09:14.640
let the don't don't you take on the
headache of how to make the meatloaf

996
01:09:14.640 --> 01:09:19.839
just make sure whatever uh
vegeta vegetarian lasagna whatever

997
01:09:19.839 --> 01:09:24.480
meatloaf they're making
that it's meeting your needs and

998
01:09:24.480 --> 01:09:29.199
please feel free to throw questions or
comments in the chat i'll do my

999
01:09:29.199 --> 01:09:36.480
best to multitask can we in the interim
can we go on to the next slide

1000
01:09:38.480 --> 01:09:42.560
so some guidelines next slide please

1001
01:09:42.640 --> 01:09:48.560
okay in the in the guidance
we've got four pieces that we've covered

1002
01:09:48.560 --> 01:09:50.960
we're covering the retrospective
questions

1003
01:09:50.960 --> 01:09:57.280
process questions evaluation methodology
independent evaluator requirement in

1004
01:09:57.280 --> 01:10:00.000
past two times when i've done this
presentation

1005
01:10:00.000 --> 01:10:03.920
i spent a lot of time on evaluation
methodology and on the independent

1006
01:10:03.920 --> 01:10:07.040
evaluator requirement
i'm not doing it this time i think what

1007
01:10:07.040 --> 01:10:11.679
i've provided you thus far is sufficient
and at the end we'll talk about the

1008
01:10:11.679 --> 01:10:16.239
community practice for us
following up on any of the uncertainties

1009
01:10:16.239 --> 01:10:19.920
about methodology and requirement and if
you have any more questions about it

1010
01:10:19.920 --> 01:10:24.320
we'll we'll we'll handle it but what i'd
really like to focus in on

1011
01:10:24.320 --> 01:10:28.400
with our remaining time together are on
the retrospective questions that are in

1012
01:10:28.400 --> 01:10:33.520
the guidelines and the process
questions and i'm going to first take a

1013
01:10:33.520 --> 01:10:38.000
question from rachel from utah and she
asks are we allowed to have additional

1014
01:10:38.000 --> 01:10:42.640
state library programs not directly tied
to lsta evaluated

1015
01:10:42.640 --> 01:10:46.880
while they are completing the rest of
the evaluation great question

1016
01:10:46.880 --> 01:10:50.640
rachel i'm going to give my answer and
i'll let any of my terry and any mike

1017
01:10:50.640 --> 01:10:56.400
and program officers answer they this or
you're fundamentally required to make an

1018
01:10:56.400 --> 01:11:01.440
assessment on the lsta
to the extent that you think the lsta is

1019
01:11:01.440 --> 01:11:05.920
tied to these other programs included
just make sure you can make that own

1020
01:11:05.920 --> 01:11:10.159
independent assessment about the lsta
program

1021
01:11:10.159 --> 01:11:14.880
my colleagues in imls any other thoughts
about that question

1022
01:11:14.880 --> 01:11:18.719
i just say when we're reviewing it we're
gonna want some apples to apples

1023
01:11:18.719 --> 01:11:22.400
national comparative data
so it should be very clear what the

1024
01:11:22.400 --> 01:11:26.960
federal piece is
versus anything else well the fed

1025
01:11:26.960 --> 01:11:30.320
i should say the federal state piece
that is sort of encompassed

1026
01:11:30.320 --> 01:11:33.520
in what you're reporting on in the state
program report but if you have sideline

1027
01:11:33.520 --> 01:11:35.679
programs
that you wouldn't typically report in

1028
01:11:35.679 --> 01:11:38.320
the state program report just make sure
that when they come through the

1029
01:11:38.320 --> 01:11:42.000
evaluation
they're sort of set aside as separate

1030
01:11:42.000 --> 01:11:47.440
somehow
yep yeah and rachel we can do it go for

1031
01:11:47.440 --> 01:11:50.400
it that makes the evaluation more useful
go for it

1032
01:11:50.400 --> 01:11:53.760
just you know make sure you're
addressing one of the stakeholders on

1033
01:11:53.760 --> 01:11:56.880
mls for that
for that concern of the evaluation

1034
01:11:56.880 --> 01:12:01.199
thanks terry
um all right let's move to the next

1035
01:12:01.199 --> 01:12:04.159
slide then let's go through the
questions

1036
01:12:04.159 --> 01:12:07.840
all right so the first set of quiet
first questions retrospective and it

1037
01:12:07.840 --> 01:12:12.400
says what extent
did the sla five-year plans activities

1038
01:12:12.400 --> 01:12:16.640
make
process towards each goal so we're

1039
01:12:16.640 --> 01:12:20.000
asking you
to basically assess well for these

1040
01:12:20.000 --> 01:12:24.480
fiscal years 18 19 and 20.
you funded all these projects these

1041
01:12:24.480 --> 01:12:27.199
projects all have their distinct
activities

1042
01:12:27.199 --> 01:12:31.280
how did this relate to each of the state
goals in the five-year

1043
01:12:31.280 --> 01:12:37.120
in your five-year plan organize the
findings around each goal

1044
01:12:37.120 --> 01:12:41.679
categorize your goals is either achieved
partly achieved or not achieved

1045
01:12:41.679 --> 01:12:45.199
i'm going to flesh this one out in a
moment about thinking about how you do

1046
01:12:45.199 --> 01:12:49.120
that
and identify any key factors associated

1047
01:12:49.120 --> 01:12:52.880
with goals that were not achieved

1048
01:12:53.520 --> 01:12:57.040
uh next slide please

1049
01:12:58.000 --> 01:13:03.840
um the in the last cycle of data
when we looked at the last five-year

1050
01:13:03.840 --> 01:13:08.400
evaluations we noted that there were 221
goals across all the states and

1051
01:13:08.400 --> 01:13:12.800
territories
well on the five-year evaluation the

1052
01:13:12.800 --> 01:13:16.960
majority 60
the evaluators assessed these as

1053
01:13:16.960 --> 01:13:21.280
achieved
in 23 states all of their goals were

1054
01:13:21.280 --> 01:13:25.840
assessed as achieved in 12 they
categorized all the goals as partly

1055
01:13:25.840 --> 01:13:30.239
achieved and in the remaining 21 it was
a mix

1056
01:13:30.320 --> 01:13:33.679
so going forward i wouldn't necessarily
think

1057
01:13:33.679 --> 01:13:37.760
nothing in my head is i'm an evaluator
looking at the results of all these peer

1058
01:13:37.760 --> 01:13:41.360
evaluations
that thinks that those 23 states that

1059
01:13:41.360 --> 01:13:45.120
had all their goals achieved that those
states are necessarily

1060
01:13:45.120 --> 01:13:49.360
the most successful i'm going to be
actually more interested in probably

1061
01:13:49.360 --> 01:13:52.640
those other 33 states
to start seeing where the learning was

1062
01:13:52.640 --> 01:13:56.560
going and how the planning might be
going it could be that those 23 states

1063
01:13:56.560 --> 01:13:59.679
are just perfect
but there's nothing necessarily inherent

1064
01:13:59.679 --> 01:14:01.840
in that

1065
01:14:02.239 --> 01:14:06.640
uh next slide i'm just jumping in with
the time check

1066
01:14:06.640 --> 01:14:11.120
uh there's about 15 minutes left in the
session just a heads up

1067
01:14:11.120 --> 01:14:13.840
awesome thanks laura i think we're doing
good but that's awesome thanks for the

1068
01:14:13.840 --> 01:14:18.159
heads up
sure okay judging the evidence achieved

1069
01:14:18.159 --> 01:14:24.080
partly achieved not achieved um
here are some ways to think about this

1070
01:14:24.080 --> 01:14:28.159
if it's if let's say
it wasn't fully achieved i'm not sure

1071
01:14:28.159 --> 01:14:30.560
it's partly achieved they're not
achieved

1072
01:14:30.560 --> 01:14:34.000
here are some things that why it might
not be fully achieved

1073
01:14:34.000 --> 01:14:37.040
you know we got this we got the work
going but we need

1074
01:14:37.040 --> 01:14:42.239
more time unexpected things arose like a
pandemic

1075
01:14:42.239 --> 01:14:48.080
we needed to pivot things
they went really great you know went so

1076
01:14:48.080 --> 01:14:50.560
great
now we're thinking about how we can

1077
01:14:50.560 --> 01:14:54.320
scale it up
things went so great now we're trying to

1078
01:14:54.320 --> 01:14:58.159
think about how to extend it to new
audiences

1079
01:14:58.159 --> 01:15:01.360
things went really good in hitting that
audience but now we're starting to think

1080
01:15:01.360 --> 01:15:05.600
about ways we might change the type of
delivery to reach that audience

1081
01:15:05.600 --> 01:15:09.199
or maybe there were some other issues
that came up that we didn't really

1082
01:15:09.199 --> 01:15:14.000
factor in like
changes in staffing budgeting partners

1083
01:15:14.000 --> 01:15:16.960
next slide please

1084
01:15:18.800 --> 01:15:22.640
so the second retrospective question
asked to what extent

1085
01:15:22.640 --> 01:15:27.280
did an slas five-year plans activities
achieve results that addressed national

1086
01:15:27.280 --> 01:15:30.560
priorities
associated with measuring success focal

1087
01:15:30.560 --> 01:15:35.920
areas and their corresponding
intents quick trivial lesson

1088
01:15:35.920 --> 01:15:40.560
measuring success it basically takes
each of the projects that you report in

1089
01:15:40.560 --> 01:15:43.600
the
state project report and says why are

1090
01:15:43.600 --> 01:15:48.080
you doing this project
we link it to one type of an intent

1091
01:15:48.080 --> 01:15:51.120
the attempt itself is mapped to one of
six

1092
01:15:51.120 --> 01:15:54.400
focal areas could be institutional
capacity

1093
01:15:54.400 --> 01:15:58.000
information access lifelong learning
human services

1094
01:15:58.000 --> 01:16:01.520
employment economic development and
civic engagement

1095
01:16:01.520 --> 01:16:05.600
so by default every project is not only
mapped to a state goal

1096
01:16:05.600 --> 01:16:10.640
it's also mapped to an intent at the
national level which corresponds to a

1097
01:16:10.640 --> 01:16:15.280
focal area
next slide please

1098
01:16:16.400 --> 01:16:20.320
so here's an example of walking through
it

1099
01:16:20.320 --> 01:16:24.800
maybe you have a state goal which is
lifespan learning we can map that to the

1100
01:16:24.800 --> 01:16:30.159
imls focal area of lifelong learning
maybe we had a project that was stem for

1101
01:16:30.159 --> 01:16:33.760
all and that
stem for all matched the intent of

1102
01:16:33.760 --> 01:16:38.320
improved users
general knowledge and skills this is the

1103
01:16:38.320 --> 01:16:42.960
focal area of lifelong learning
the state goal of lifespan learning if

1104
01:16:42.960 --> 01:16:47.280
it was summer reading it matches the
intent of formal education and lifelong

1105
01:16:47.280 --> 01:16:51.040
learning
matches again to the state goal if the

1106
01:16:51.040 --> 01:16:54.640
project was senior
encore this is general knowledge and

1107
01:16:54.640 --> 01:17:00.080
skills also within lifelong learning
matches to the state goal we can

1108
01:17:00.080 --> 01:17:02.800
continue this through with community
connections

1109
01:17:02.800 --> 01:17:06.320
trained workforce you can see all the
types of examples

1110
01:17:06.320 --> 01:17:10.480
what we're just showing you here is the
ways in which we can use the evaluation

1111
01:17:10.480 --> 01:17:13.040
now
from looking at all the hundreds and

1112
01:17:13.040 --> 01:17:16.880
thousands of projects that have
been taken place over the last several

1113
01:17:16.880 --> 01:17:20.239
years we can aggregate it up to a state
level

1114
01:17:20.239 --> 01:17:23.840
we can go state by state to start
looking at some of the themes and

1115
01:17:23.840 --> 01:17:26.719
patterns
that are happening within the state and

1116
01:17:26.719 --> 01:17:32.320
across states and territories
next slide please

1117
01:17:33.040 --> 01:17:38.000
the third retrospective question asked
did any of the following groups

1118
01:17:38.000 --> 01:17:43.679
represent a substantial focus of an sla
five years plans activities for those

1119
01:17:43.679 --> 01:17:46.320
who answer yes to any of the groups
please discuss

1120
01:17:46.320 --> 01:17:49.920
what extent each group was reached and
we're going to

1121
01:17:49.920 --> 01:17:53.920
flesh this one out also in terms of the
substantial in a moment

1122
01:17:53.920 --> 01:17:59.280
library workforce is
is one of the groups individuals living

1123
01:17:59.280 --> 01:18:02.560
below the poverty line
ethnic and minority populations

1124
01:18:02.560 --> 01:18:07.040
immigrant refugees
individuals with disability and etc we

1125
01:18:07.040 --> 01:18:10.840
can map this
all within the spr in your project

1126
01:18:10.840 --> 01:18:14.320
activity so there's theoretically a way
to do that

1127
01:18:14.320 --> 01:18:17.440
next slide please

1128
01:18:18.239 --> 01:18:23.199
when we looked at the last five-year
evaluations we saw what groups were they

1129
01:18:23.199 --> 01:18:29.440
were the projects being targeted to
we saw that 31 were helping library

1130
01:18:29.440 --> 01:18:33.120
workforce
we saw 26 helping individuals with

1131
01:18:33.120 --> 01:18:38.000
disabilities
18 was school age youth 17 with

1132
01:18:38.000 --> 01:18:42.800
with children those five years of age
and younger

1133
01:18:42.800 --> 01:18:48.000
and eight helping families we also saw
some other groups that smaller groups of

1134
01:18:48.000 --> 01:18:52.320
states was worse were servicing
five states were helping ethnic and

1135
01:18:52.320 --> 01:18:56.159
minority populations five
states with individuals leaving below

1136
01:18:56.159 --> 01:19:01.120
the poverty line
four states with limited functional

1137
01:19:01.120 --> 01:19:05.120
literacy or information skills
and three that were unemployed or

1138
01:19:05.120 --> 01:19:11.199
underemployed
six states we saw no substantial focus

1139
01:19:11.199 --> 01:19:14.800
on specific beneficiary groups but for
the vast majority

1140
01:19:14.800 --> 01:19:18.480
we could start seeing some targeting on
this

1141
01:19:18.480 --> 01:19:25.920
uh next slide please
the question asked third question asked

1142
01:19:25.920 --> 01:19:29.440
what about beneficiaries with a
substantial focus how do we figure out

1143
01:19:29.440 --> 01:19:33.840
what the substantial focus is
what we're saying is for purposes of the

1144
01:19:33.840 --> 01:19:38.159
question look at the project
activity map it to its project and

1145
01:19:38.159 --> 01:19:43.199
figure out if that project's budget
had at least 10 percent of the funds

1146
01:19:43.199 --> 01:19:46.560
that were committed to it
that includes both the total funds both

1147
01:19:46.560 --> 01:19:52.280
the lsta and match
and that covers 2018 19 and 20

1148
01:19:52.280 --> 01:19:58.719
cumulatively next question
please next slide please

1149
01:19:58.719 --> 01:20:02.840
process questions beyond the results
questions we have some process

1150
01:20:02.840 --> 01:20:08.480
questions one asks has an sla
use data from the spr and elsewhere to

1151
01:20:08.480 --> 01:20:14.000
guide activities in its five-year plan
specify any changes that you made in the

1152
01:20:14.000 --> 01:20:17.199
five-year plan and why these occurred if
you had to make some changes

1153
01:20:17.199 --> 01:20:22.320
but you change the goals let's say how
and whom did you share the data with

1154
01:20:22.320 --> 01:20:26.400
and what other types of data did you use
and we're asking a very new question

1155
01:20:26.400 --> 01:20:30.480
this time around
which is how did the last evaluation

1156
01:20:30.480 --> 01:20:34.320
inform this one
and how have you used this information

1157
01:20:34.320 --> 01:20:37.440
throughout the cycle we're trying to
basically try to make ways

1158
01:20:37.440 --> 01:20:41.760
to make the evaluation more useful if we
have this information

1159
01:20:41.760 --> 01:20:46.080
it's not only a good question for you to
answer to make sure the evaluation's

1160
01:20:46.080 --> 01:20:49.280
maximizing its usefulness in your state
and territory

1161
01:20:49.280 --> 01:20:52.560
but it also helps us at the national
level work across

1162
01:20:52.560 --> 01:20:58.719
all the states and territories
next slide please

1163
01:20:58.960 --> 01:21:06.080
all right final final two cents
one is good evaluation means it's

1164
01:21:06.080 --> 01:21:09.520
addressing meaningful questions those
meaningful questions

1165
01:21:09.520 --> 01:21:13.520
are questions that you have the answers
on you can act on it

1166
01:21:13.520 --> 01:21:18.080
you're really good evaluators are those
who can take care of the scientific

1167
01:21:18.080 --> 01:21:22.239
objectivity
that the data is valid reliable their

1168
01:21:22.239 --> 01:21:26.960
methods of analysis is credible
and that their ways that they're

1169
01:21:26.960 --> 01:21:30.080
providing this knowledge
is very useful for you and the other

1170
01:21:30.080 --> 01:21:35.120
stakeholders
buffer your project schedule so you can

1171
01:21:35.120 --> 01:21:41.120
anticipate to anything that goes
unexpected like the needing more time to

1172
01:21:41.120 --> 01:21:45.280
do the
survey than necessary and be prepared

1173
01:21:45.280 --> 01:21:47.600
from the get-go of
how you're going to disseminate the

1174
01:21:47.600 --> 01:21:52.080
findings to make sure that others
can be using the information that you're

1175
01:21:52.080 --> 01:21:57.840
sharing
next slide please

1176
01:21:58.000 --> 01:22:04.880
some reminders ensure that you select an
independent evaluator

1177
01:22:04.880 --> 01:22:09.280
talked about that before feel free to
follow up with us if you need to

1178
01:22:09.280 --> 01:22:13.040
need more advice on this guidance on
this

1179
01:22:13.040 --> 01:22:17.040
remember that you don't need to include
the care funds in this evaluation we

1180
01:22:17.040 --> 01:22:20.480
think it's probably
more helpful for you just to be thinking

1181
01:22:20.480 --> 01:22:24.560
about how the pandemic it has disrupted
what was been happening during this

1182
01:22:24.560 --> 01:22:28.639
period of time and where you'll be
moving as you start thinking about

1183
01:22:28.639 --> 01:22:33.520
beneficiary groups think about that 10
threshold that's what we're going to be

1184
01:22:33.520 --> 01:22:38.400
using to figure out if
your the funds were specifically helping

1185
01:22:38.400 --> 01:22:42.400
a particular group
calculated across the entire three-year

1186
01:22:42.400 --> 01:22:48.000
sp three-year time span
i want to add one more thing that i i

1187
01:22:48.000 --> 01:22:51.840
needlessly
omitted earlier when we talked at all

1188
01:22:51.840 --> 01:22:55.280
about making the judgments about
achieved partially achieved and not

1189
01:22:55.280 --> 01:22:58.960
achieved
imless is not setting up any universal

1190
01:22:58.960 --> 01:23:02.880
standard for it
we're instead asking the evaluators to

1191
01:23:02.880 --> 01:23:05.600
be working
with you on that and to make sure

1192
01:23:05.600 --> 01:23:09.199
they're transparent in terms of the
method that they're using

1193
01:23:09.199 --> 01:23:12.719
that should be very transparent and up
front

1194
01:23:12.719 --> 01:23:18.480
and final reminder is to plan for others
to be able to use the evaluation

1195
01:23:18.480 --> 01:23:22.880
before you doing it before it actually
gets going right now during the planning

1196
01:23:22.880 --> 01:23:26.400
during the actual process where you got
the evaluator on board

1197
01:23:26.400 --> 01:23:32.320
and afterwards after that evaluator has
dropped off the final report to you

1198
01:23:32.320 --> 01:23:37.920
next slide please so next steps of how
we're going to try to help next slide

1199
01:23:37.920 --> 01:23:40.239
please

1200
01:23:40.880 --> 01:23:47.760
okay we will we will provide 2018
2019 data for you and your evaluators we

1201
01:23:47.760 --> 01:23:50.639
know
the spr can be a little bit complicated

1202
01:23:50.639 --> 01:23:53.440
to manage
lisa frahill is going to be talking

1203
01:23:53.440 --> 01:23:57.840
tomorrow more about this but right now i
just want to let everyone know

1204
01:23:57.840 --> 01:24:02.080
that we will make the data available for
both at for both the project level

1205
01:24:02.080 --> 01:24:09.600
data as well as the activity level
sometime in this summer we're going to

1206
01:24:09.600 --> 01:24:14.880
launch and evaluate a community of
practice it's intended for lunch

1207
01:24:14.880 --> 01:24:18.719
all of you have your evaluators on place
we can bring

1208
01:24:18.719 --> 01:24:22.320
the evaluators together we can bring you
together as necessary

1209
01:24:22.320 --> 01:24:25.920
so that common issues that go across
particular

1210
01:24:25.920 --> 01:24:29.600
particular states particular territories
we can address it together and build the

1211
01:24:29.600 --> 01:24:34.159
capacity
to make the evaluations most useful

1212
01:24:34.159 --> 01:24:38.080
if you've got any questions or comments
particularly before we've got this

1213
01:24:38.080 --> 01:24:42.320
community of practice up and running
don't hesitate to get in touch with the

1214
01:24:42.320 --> 01:24:46.320
program officers get in touch with me
we'll do our best to

1215
01:24:46.320 --> 01:24:52.639
help out and now with our remaining five
five minutes let's take any remaining

1216
01:24:52.639 --> 01:24:55.760
questions and comments
terry i'm going to turn it over to you

1217
01:24:55.760 --> 01:25:00.320
for the first question from jean
and she asked could imless provide us

1218
01:25:00.320 --> 01:25:04.480
with a template for the rfp
gene we haven't traditionally done that

1219
01:25:04.480 --> 01:25:08.320
but we know that within the states there
have been rfps that have been shared

1220
01:25:08.320 --> 01:25:10.719
among you
and we hope that you'll continue to be

1221
01:25:10.719 --> 01:25:13.840
resources to each other

1222
01:25:16.960 --> 01:25:22.159
cara cara asks and we'll give dennis's
poll results in a second not a question

1223
01:25:22.159 --> 01:25:26.159
but a suggestion that it might be
helpful to newer coordinators

1224
01:25:26.159 --> 01:25:29.920
to have guidance or feedback from this
group regarding how much staff time and

1225
01:25:29.920 --> 01:25:32.800
money
to budget for the evaluation for for

1226
01:25:32.800 --> 01:25:36.880
small sla
large sla sub grants or newer sub grants

1227
01:25:36.880 --> 01:25:40.639
terry it's almost a leading question
but i'll have you answer this well we're

1228
01:25:40.639 --> 01:25:43.360
going to have a panel this afternoon so
you're going to get to hear from your

1229
01:25:43.360 --> 01:25:47.120
peers just about those kinds of things

1230
01:25:48.800 --> 01:25:53.840
i'm going to ask madison if we had any
earlier questions we might have missed

1231
01:25:53.840 --> 01:25:57.760
matt did a really great job of answering
questions along the way

1232
01:25:57.760 --> 01:26:02.639
so i don't believe we have any
additional questions

1233
01:26:03.520 --> 01:26:08.320
okay great natalie just
curious why don't you find it

1234
01:26:08.320 --> 01:26:13.520
distinguished useful distinguishing
between outcomes and outputs in my mind

1235
01:26:13.520 --> 01:26:17.760
outcomes more directly speak to impact
am i overthinking the difference

1236
01:26:17.760 --> 01:26:20.639
yeah i'm a contrarian natalie most
people would agree with you here's what

1237
01:26:20.639 --> 01:26:24.639
i would say when we when we when we
think about

1238
01:26:24.639 --> 01:26:28.320
outcomes and and outputs particularly in
the world of library

1239
01:26:28.320 --> 01:26:32.239
what we're really trying to think about
is what difference did it make

1240
01:26:32.239 --> 01:26:36.400
that we spent money on libraries it's
very very hard

1241
01:26:36.400 --> 01:26:39.520
to find transformative change
long-lasting

1242
01:26:39.520 --> 01:26:43.600
change that happens in an individual's
life

1243
01:26:43.600 --> 01:26:47.440
from a library a library is beautiful
and wonderful it's small

1244
01:26:47.440 --> 01:26:50.800
barriers it reaches the entire
population

1245
01:26:50.800 --> 01:26:55.040
it's one of the greatest public services
we offer in the country

1246
01:26:55.040 --> 01:26:59.679
there's it's much more important to me
to be able to talk about the results

1247
01:26:59.679 --> 01:27:04.080
than that happens from the experience
when somebody is touched by a library is

1248
01:27:04.080 --> 01:27:08.080
reached by that library
than to be able to think about well what

1249
01:27:08.080 --> 01:27:12.560
impact did that make in terms of
how much more money that person might be

1250
01:27:12.560 --> 01:27:16.239
having how much more additional
how much more did the test scores might

1251
01:27:16.239 --> 01:27:20.960
increase that to me
is not such a useful not such a

1252
01:27:20.960 --> 01:27:23.840
meaningful question for both those who
are trying to build

1253
01:27:23.840 --> 01:27:27.760
and improve libraries as well as for
policy makers who just want to make sure

1254
01:27:27.760 --> 01:27:30.400
that taxpayers dollars are being well
spent

1255
01:27:30.400 --> 01:27:33.920
what's really important what are the
results what are the ways in which these

1256
01:27:33.920 --> 01:27:37.040
libraries are reaching
different different parts of our

1257
01:27:37.040 --> 01:27:44.159
communities across the country
natalie i hope i answered your question

1258
01:27:44.159 --> 01:27:47.360
so i just want to say one thing about
what matt just said i think that

1259
01:27:47.360 --> 01:27:50.639
experience that he talks about and he
talked about it very eloquently

1260
01:27:50.639 --> 01:27:55.760
is itself an outcome and i think it's a
narrative outcome we need to tell the

1261
01:27:55.760 --> 01:27:59.360
story
about it but that that is as important

1262
01:27:59.360 --> 01:28:03.199
an outcome
as exists in the world and it may be it

1263
01:28:03.199 --> 01:28:06.719
probably can't be quantified which i
think is is matt's

1264
01:28:06.719 --> 01:28:12.880
excellent and completely true point um
but it can be described and and uh

1265
01:28:12.880 --> 01:28:16.639
and that's part of our job as the imls
for sure

1266
01:28:16.639 --> 01:28:19.760
and part of your job as librarians and
state librarians

1267
01:28:19.760 --> 01:28:23.679
uh is to describe to to give the
narrative of that

1268
01:28:23.679 --> 01:28:29.840
that experience that it can sometimes be
transformative and is always worthwhile

1269
01:28:30.159 --> 01:28:34.159
it looks like we got a question about um
halfway through matt session

1270
01:28:34.159 --> 01:28:38.400
that was a little tangential but claudia
from florida was asking

1271
01:28:38.400 --> 01:28:42.000
my concern is meeting moe next year or
the year after given the state

1272
01:28:42.000 --> 01:28:45.440
budget cuts resulting from the pandemic
i assume many other states are thinking

1273
01:28:45.440 --> 01:28:48.239
about this too
we don't have a dedicated maintenance of

1274
01:28:48.239 --> 01:28:52.400
effort session at this conference but i
will say that there is flexibility

1275
01:28:52.400 --> 01:28:56.000
in the maintenance of effort provision
in that we can give

1276
01:28:56.000 --> 01:29:00.400
waivers if you go through sort of a
paperwork process with us so if you miss

1277
01:29:00.400 --> 01:29:04.159
your moe
all is not lost there will be more

1278
01:29:04.159 --> 01:29:11.840
guidance that we send out about that
later on

1279
01:29:17.280 --> 01:29:21.360
all right well we're doing great with
the time nice job matt

1280
01:29:21.360 --> 01:29:26.480
and dennis thank you for the guidance
into the five-year evaluations

1281
01:29:26.480 --> 01:29:30.000
we're going to take a little pause on
this topic and come back to it this

1282
01:29:30.000 --> 01:29:33.360
afternoon as michelle said we're going
to take a little layover

1283
01:29:33.360 --> 01:29:37.040
so the next session will be after our
10-minute break

1284
01:29:37.040 --> 01:29:40.080
we're gonna come back at 10 minutes from
now and

1285
01:29:40.080 --> 01:29:45.440
um we're going to hear about the two cfr
200 changes which is the uniform

1286
01:29:45.440 --> 01:29:50.639
guidance or allowable cost
things among others so here we go on our

1287
01:29:50.639 --> 01:29:56.880
break and we'll see you shortly
to you earlier a few weeks ago

1288
01:29:56.880 --> 01:30:00.000
um something we recall in the top 10 the
top 10

1289
01:30:00.000 --> 01:30:08.159
changes to the uniform guidance
and two cfr changes that have come down

1290
01:30:08.159 --> 01:30:15.520
just this year our speaker of the day
our imls colleague cam trowbridge

1291
01:30:15.520 --> 01:30:18.639
is the architect of that document and
has

1292
01:30:18.639 --> 01:30:22.320
has delved so deeply into the regs so
that

1293
01:30:22.320 --> 01:30:26.320
you don't have to dive quite as deeply
into the regs so we're delighted that

1294
01:30:26.320 --> 01:30:31.120
he's here
um the handout the top 10 document

1295
01:30:31.120 --> 01:30:35.679
is now a handout as part of our
conference agenda so if you

1296
01:30:35.679 --> 01:30:40.159
don't recall seeing that you can get to
it from the agenda that was

1297
01:30:40.159 --> 01:30:43.840
linked in some of our invite language to
you

1298
01:30:43.840 --> 01:30:48.000
and with that i'm going to turn it over
to cam our

1299
01:30:48.000 --> 01:30:51.520
deputy general counsel

1300
01:30:52.800 --> 01:31:06.400
oh you are muted cam
is that better yes thank you thank you

1301
01:31:06.400 --> 01:31:10.000
i'm just getting the screen
up here um

1302
01:31:10.000 --> 01:31:13.199
[Music]

1303
01:31:14.400 --> 01:31:18.080
i want to welcome everybody for being
here um yes i'm just i'm having a little

1304
01:31:18.080 --> 01:31:22.239
difficulty just seeing the slides on my

1305
01:31:28.840 --> 01:31:31.840
screen

1306
01:31:36.719 --> 01:31:43.360
i can see them on my end um
are you in maybe if you change the view

1307
01:31:43.360 --> 01:31:58.800
up in the upper right part of your
corner would that help

1308
01:31:58.800 --> 01:32:14.960
oh and you're muted now cam i'm sorry
you're muted i'm not hearing you terry

1309
01:32:14.960 --> 01:32:18.320
can you hear me now
yes i'm just gonna log back in and then

1310
01:32:18.320 --> 01:32:21.679
i could i could see you all so
pardon me for one second i'm just gonna

1311
01:32:21.679 --> 01:32:27.840
go out and then come back in
okay

1312
01:32:30.320 --> 01:32:33.840
all right i will say as cam's getting
set up again we've seen

1313
01:32:33.840 --> 01:32:37.600
a lot of interest in this in these
topics

1314
01:32:37.600 --> 01:32:42.480
um the two cfr 200
if that's not a familiar set of

1315
01:32:42.480 --> 01:32:46.719
terminology to you
a lot of it covers the allowable cost

1316
01:32:46.719 --> 01:32:49.600
provisions that we use in grants to
states

1317
01:32:49.600 --> 01:32:54.239
um so there are some new and different
flavors and nuances

1318
01:32:54.239 --> 01:33:00.639
to those allowable costs
okay yes we'll get right into it

1319
01:33:00.639 --> 01:33:03.920
it's all working now excuse me for for
that anyway

1320
01:33:03.920 --> 01:33:08.000
um yes as terry said uh there's uh there
have been a lot

1321
01:33:08.000 --> 01:33:12.400
of changes um in the uniform guidance
i'm gonna go over

1322
01:33:12.400 --> 01:33:17.440
some of those which i think will impact
most of you in your capacities as states

1323
01:33:17.440 --> 01:33:23.679
and pass-through entities um and uh
you know basically i'm going to give a a

1324
01:33:23.679 --> 01:33:26.400
brief overview of the statutory and
regular

1325
01:33:26.400 --> 01:33:29.440
regulatory framework that imls operates
in

1326
01:33:29.440 --> 01:33:33.120
um then we're going to talk about the
actual changes themselves

1327
01:33:33.120 --> 01:33:37.440
and we'll finish with um some found some
very good resources

1328
01:33:37.440 --> 01:33:40.719
uh for where to go for additional
information faqs

1329
01:33:40.719 --> 01:33:43.840
and then we'll have a little time at the
end for um

1330
01:33:43.840 --> 01:33:49.199
for questions so
terry if you wouldn't mind going to the

1331
01:33:49.199 --> 01:33:52.800
next screen
thank you um again i just wanted to give

1332
01:33:52.800 --> 01:33:56.320
you a sense of where the
uniform guidance and the revisions fit

1333
01:33:56.320 --> 01:34:01.440
in the overall universe of
statutory and regulatory uh framework

1334
01:34:01.440 --> 01:34:06.480
for all of this
um imls itself is is authorized uh

1335
01:34:06.480 --> 01:34:09.679
under the library and services
technology act

1336
01:34:09.679 --> 01:34:13.199
um we also have another program the
african-american

1337
01:34:13.199 --> 01:34:16.800
uh grant program like every federal
agency

1338
01:34:16.800 --> 01:34:19.760
it's not enough to have just an
authorization act you really need to

1339
01:34:19.760 --> 01:34:22.960
have
appropriations money to make it happen

1340
01:34:22.960 --> 01:34:25.760
uh so we have
you're familiar with this annual

1341
01:34:25.760 --> 01:34:31.120
appropriations what we get every year
unusual things we haven't gotten so much

1342
01:34:31.120 --> 01:34:35.199
but we do have now are
uh karzak funding as well as the

1343
01:34:35.199 --> 01:34:39.120
american rescue plan those are those are
special appropriations i know terry and

1344
01:34:39.120 --> 01:34:42.800
crosby talked a bit about those at the
beginning

1345
01:34:42.800 --> 01:34:45.199
they would still need to follow when
you're implementing them they would

1346
01:34:45.199 --> 01:34:49.600
still need to follow
the uniform guidance when you're

1347
01:34:49.600 --> 01:34:53.280
talking about what types of costs are
allowable generally how to oversee

1348
01:34:53.280 --> 01:34:55.600
projects
financial management internal controls

1349
01:34:55.600 --> 01:35:00.400
that type of thing
so those are the statutes every agency

1350
01:35:00.400 --> 01:35:03.679
also has regulations that implement the
statutes

1351
01:35:03.679 --> 01:35:08.320
imls has two kinds um there are the imls
specific ones

1352
01:35:08.320 --> 01:35:14.800
and then and those are very very small
and 99 of what we need to follow and you

1353
01:35:14.800 --> 01:35:20.480
need to follow are in uniform
uh guidance so next slide please

1354
01:35:22.480 --> 01:35:26.719
great so so again quickly uh the imls
authorization statute

1355
01:35:26.719 --> 01:35:29.920
museum and library services act that
that sets up the grants the states

1356
01:35:29.920 --> 01:35:32.239
program
it also has you might have heard of some

1357
01:35:32.239 --> 01:35:35.440
of our discretionary grant programs uh
national leadership grants

1358
01:35:35.440 --> 01:35:38.480
laura bush 21st century grants museum
programs

1359
01:35:38.480 --> 01:35:42.000
and our native american native hawaiian
programs

1360
01:35:42.000 --> 01:35:44.560
next slide

1361
01:35:45.600 --> 01:35:49.600
um as i said it's not enough to have
just an authorization you also need

1362
01:35:49.600 --> 01:35:53.040
money to implement it um so apart from
the cares act

1363
01:35:53.040 --> 01:35:58.320
and the american rescue plan my mls says
the bread and butter appropriations uh

1364
01:35:58.320 --> 01:36:04.080
this is just a quick snapshot for
fy2021 um

1365
01:36:04.080 --> 01:36:07.679
the grants to states program has 168
million

1366
01:36:07.679 --> 01:36:12.080
uh dollars which if you if you take time
and look at this slide

1367
01:36:12.080 --> 01:36:15.600
that that's probably the majority of the
funds that i melis has

1368
01:36:15.600 --> 01:36:19.280
uh goes to you all in the grants to
stage program uh

1369
01:36:19.280 --> 01:36:21.920
next slide

1370
01:36:22.880 --> 01:36:27.040
thank you uh so in terms of the
regulations i just wanted to let you

1371
01:36:27.040 --> 01:36:30.960
know they're out there they are
they most of our mls specific

1372
01:36:30.960 --> 01:36:34.960
regulations apply
for our museums um there's a definition

1373
01:36:34.960 --> 01:36:37.440
of museums
there's uh there's a requirement that

1374
01:36:37.440 --> 01:36:42.560
museums can't purchase objects
um for collections just one i'll make

1375
01:36:42.560 --> 01:36:46.960
that very quick that's
that's our mls specific regulations what

1376
01:36:46.960 --> 01:36:50.239
we
and you um should use for the majority

1377
01:36:50.239 --> 01:36:56.880
of all your activities
with imls are on the next page

1378
01:36:57.840 --> 01:37:02.080
are the uniform guidance for grants
that's two cfr part 200

1379
01:37:02.080 --> 01:37:06.480
it applies to all of our grantees as
well as all of our

1380
01:37:06.480 --> 01:37:10.880
subgrantees sub-recipients for those of
you who are new

1381
01:37:10.880 --> 01:37:15.920
to to grants federal grants um if you
look at two cfr part 200

1382
01:37:15.920 --> 01:37:20.159
probably the most useful provisions for
you uh would be found in

1383
01:37:20.159 --> 01:37:23.920
subpart a through definitions what's a
contract what's a grant what's

1384
01:37:23.920 --> 01:37:30.320
federal financial assistance subpart d
uh which is really how do you how do you

1385
01:37:30.320 --> 01:37:33.840
administer
a federal grant what type of internal

1386
01:37:33.840 --> 01:37:37.520
controls do you need
how do you do reporting uh if you're a

1387
01:37:37.520 --> 01:37:41.360
pass-through entity which
most of you are what does that mean and

1388
01:37:41.360 --> 01:37:45.920
where do we go to find out
um what we have to do uh

1389
01:37:45.920 --> 01:37:50.880
subpart e is um it's a pretty
illustrative list it's not all-inclusive

1390
01:37:50.880 --> 01:37:55.040
but it's the types of costs that you can
and can't incur so it's

1391
01:37:55.040 --> 01:37:59.760
it's a basically a listing of allowable
unallowable costs

1392
01:37:59.760 --> 01:38:03.119
again when you're carrying out your
annual imls

1393
01:38:03.119 --> 01:38:07.760
appropriations as well as cares act and
american rescue plan

1394
01:38:07.760 --> 01:38:11.520
you should be looking at this subparty
in particular to see what are generally

1395
01:38:11.520 --> 01:38:16.080
allowable cost
and finally there's subpart f which is

1396
01:38:16.080 --> 01:38:20.000
the audit provisions
um that you need to do for your for your

1397
01:38:20.000 --> 01:38:24.719
grants
the next page please thanks terry

1398
01:38:24.800 --> 01:38:29.440
okay so again we're talking about the
regulations

1399
01:38:29.440 --> 01:38:35.840
the big regulations to cfr um
omb published in 2014

1400
01:38:35.840 --> 01:38:40.639
basically it was a massive overhaul of
of all previous grant regulations

1401
01:38:40.639 --> 01:38:44.239
and they put it together they want to
make it easy for everyone to find in one

1402
01:38:44.239 --> 01:38:47.840
place
uh they called it uniform guidance they

1403
01:38:47.840 --> 01:38:51.920
promulgated or issued it or it became
effective

1404
01:38:51.920 --> 01:38:58.000
in uh december 2014. this is the first
the uniform guidance revisions we're

1405
01:38:58.000 --> 01:39:01.600
talking about today was the first time
since 2014

1406
01:39:01.600 --> 01:39:04.719
that these uh these regulations have
been updated and that's what we're going

1407
01:39:04.719 --> 01:39:08.320
to talk about
and again i um what's going to follow

1408
01:39:08.320 --> 01:39:11.600
are things that
pertain to you i think uh most

1409
01:39:11.600 --> 01:39:15.679
particularly
as states and as pass-through entities

1410
01:39:15.679 --> 01:39:18.320
um
but it's probably it's it's good if you

1411
01:39:18.320 --> 01:39:21.920
could take some time
um to look at all the changes and i'll

1412
01:39:21.920 --> 01:39:24.159
show you where those can be found at the
end

1413
01:39:24.159 --> 01:39:27.679
but all of the changes in the unit in
the grant revisions

1414
01:39:27.679 --> 01:39:30.960
apply uh not just to you as states but
also

1415
01:39:30.960 --> 01:39:37.600
to to your uh sub-grantees applies to
non-states to non-federal entities

1416
01:39:37.600 --> 01:39:41.679
and it's this good idea to be familiar
with the changes in those provisions

1417
01:39:41.679 --> 01:39:45.679
because
as as a pass-through entity you really

1418
01:39:45.679 --> 01:39:50.320
need to know you need to make sure that
um your subgrantees are are following

1419
01:39:50.320 --> 01:39:55.840
the rules
anyway next slide please

1420
01:39:56.719 --> 01:40:02.560
okay so these all became omb
published these new revisions on august

1421
01:40:02.560 --> 01:40:07.280
13
2020 they didn't just make changes to

1422
01:40:07.280 --> 01:40:11.760
the uniform guidance and again when i
say uniform guidance i'm talking about

1423
01:40:11.760 --> 01:40:16.239
two cfr part 200 which is the basically
the

1424
01:40:16.239 --> 01:40:19.840
the bulk of grant regulations need to
follow

1425
01:40:19.840 --> 01:40:23.920
um so omb made big revisions to the
uniform guidance

1426
01:40:23.920 --> 01:40:26.960
at the same time they also made changes
to

1427
01:40:26.960 --> 01:40:31.119
two cfr part 200 which is uniform
guidance

1428
01:40:31.119 --> 01:40:36.480
they also made changes to cfr part 25
which is the sam system and the

1429
01:40:36.480 --> 01:40:41.199
universal universal
entity identifier section as well as two

1430
01:40:41.199 --> 01:40:45.520
cfr parts 70
170 which is is your reporting of

1431
01:40:45.520 --> 01:40:49.119
subawards
um and they added a new provision a new

1432
01:40:49.119 --> 01:40:53.440
part uh
to cfr part 183 never contract with the

1433
01:40:53.440 --> 01:40:55.520
enemy
and we'll we'll talk about those quickly

1434
01:40:55.520 --> 01:41:00.400
at the end um
next slide please very

1435
01:41:00.800 --> 01:41:07.760
okay so these changes omb issued them
on august 13th 2020. the majority of

1436
01:41:07.760 --> 01:41:11.199
them
became effective they went in they are

1437
01:41:11.199 --> 01:41:16.000
now to be followed
for every award that's made after

1438
01:41:16.000 --> 01:41:21.119
november 12th
so your new fy 2021

1439
01:41:21.119 --> 01:41:24.800
uh grants the states awards would follow
um

1440
01:41:24.800 --> 01:41:30.719
these uniform guidance grant revisions
if you had an existing award maybe say a

1441
01:41:30.719 --> 01:41:34.800
2020 award
um you would still you would you

1442
01:41:34.800 --> 01:41:39.600
wouldn't follow
the new revisions you would follow the

1443
01:41:39.600 --> 01:41:43.920
the grant uh regulations uniform
guidance that was in place at the time

1444
01:41:43.920 --> 01:41:47.199
you received your award
so you probably need to know both

1445
01:41:47.199 --> 01:41:53.360
because uh it sounds like you have
currently uh both fy 20 and fy21

1446
01:41:53.360 --> 01:41:58.560
awards um so those
the bulk of the uniform of the uniform

1447
01:41:58.560 --> 01:42:00.800
guidance revisions became effective on
november

1448
01:42:00.800 --> 01:42:09.600
12th there were two that became
effective um on august 13 2020

1449
01:42:09.600 --> 01:42:13.600
and and those are uh there's prohibition
on certain telecommunications

1450
01:42:13.600 --> 01:42:17.360
video surveillance equipment i'll talk
about that about that in a minute

1451
01:42:17.360 --> 01:42:20.800
and there's a new provision on on
termination which you don't need to

1452
01:42:20.800 --> 01:42:26.639
worry about so much
at this point uh next stage thanks sir

1453
01:42:26.719 --> 01:42:30.639
okay so we were trying to figure out
what's probably

1454
01:42:30.639 --> 01:42:34.000
in the order of what would impact you
most immediately um

1455
01:42:34.000 --> 01:42:37.440
with these revisions and i think i think
reporting will

1456
01:42:37.440 --> 01:42:40.960
will be the biggest change for you right
off the bat um

1457
01:42:40.960 --> 01:42:46.320
your final performance reports
under the old guidance had to be

1458
01:42:46.320 --> 01:42:50.560
submitted to imls within 90 days
after the end of the period of

1459
01:42:50.560 --> 01:42:56.000
performance and date
omb has now made that push that out a

1460
01:42:56.000 --> 01:43:01.840
month to 120 days
um the reason om did that was so that

1461
01:43:01.840 --> 01:43:08.159
you will have time to collect all the
all of your sub sub grantees um

1462
01:43:08.159 --> 01:43:12.159
final reports synthesize them and then
and then submit your

1463
01:43:12.159 --> 01:43:17.040
final report to imls so again you now
have until january 30th

1464
01:43:17.040 --> 01:43:24.159
i think it's 2023 for
um for your new fy 2021 awards

1465
01:43:24.159 --> 01:43:28.639
uh sub recipients they don't have that
luxury yet they they still

1466
01:43:28.639 --> 01:43:32.400
have 90 days to get their final reports
to you

1467
01:43:32.400 --> 01:43:35.440
so you have 120 days to consolidate all
those

1468
01:43:35.440 --> 01:43:38.560
we see them consolidate them and send
them to imless

1469
01:43:38.560 --> 01:43:41.840
your subs still have 90 days to give
them to you

1470
01:43:41.840 --> 01:43:45.360
those are final reports we're talking
about um for the

1471
01:43:45.360 --> 01:43:49.040
annual interim reports and i believe
this will apply for

1472
01:43:49.040 --> 01:43:52.320
uh cares act as well as american rescue
plan you

1473
01:43:52.320 --> 01:43:56.480
you still need nothing's changed there
um they're still due to imls

1474
01:43:56.480 --> 01:44:01.280
uh within 90 days at the end of the
period of performance for the first

1475
01:44:01.280 --> 01:44:08.080
for the first year that makes sense
uh next page please

1476
01:44:08.960 --> 01:44:12.960
also what's changed and again this is
one of the things it hasn't changed much

1477
01:44:12.960 --> 01:44:15.679
for you as states but it's changed quite
a bit

1478
01:44:15.679 --> 01:44:21.679
for your for your subs um
so let's let's start with you as states

1479
01:44:21.679 --> 01:44:25.520
so you will still
you will still continue to follow the

1480
01:44:25.520 --> 01:44:28.159
same policies and procedures that you
use

1481
01:44:28.159 --> 01:44:32.400
for your non-federal funds that hasn't
changed what has changed for you

1482
01:44:32.400 --> 01:44:36.400
is you now must also comply with two new
provisions

1483
01:44:36.400 --> 01:44:40.679
in the uniform guidance um the first one
is

1484
01:44:40.679 --> 01:44:45.360
200.321 and that's contracting with
small minority businesses

1485
01:44:45.360 --> 01:44:48.960
women's business enterprises and labor
surplus areas

1486
01:44:48.960 --> 01:44:53.360
and you also need now to comply with uh
200.322

1487
01:44:53.360 --> 01:44:56.639
which is domestic preferences for
procurements

1488
01:44:56.639 --> 01:45:01.920
um i'm going to touch on those in a bit
but i just want to let you know so you

1489
01:45:01.920 --> 01:45:04.080
you're still going to continue to follow
the rules

1490
01:45:04.080 --> 01:45:08.320
that you always have your state state
laws but now you also need to

1491
01:45:08.320 --> 01:45:13.550
you've got two additional ones um
in addition to the one you had before

1492
01:45:13.550 --> 01:45:17.280
[Music]
also to comply with was procurement of

1493
01:45:17.280 --> 01:45:21.280
recovery materials
but you've got two new ones as well next

1494
01:45:21.280 --> 01:45:24.000
page please

1495
01:45:25.360 --> 01:45:29.119
okay so again yours your procurement
hasn't changed much

1496
01:45:29.119 --> 01:45:34.719
but your recipients um
that who are not states that you know

1497
01:45:34.719 --> 01:45:40.400
your your nonprofits the
entities you give sub awards to

1498
01:45:40.400 --> 01:45:44.480
omb has re has i think they tried to
simplify it

1499
01:45:44.480 --> 01:45:48.080
but basically um the procurement methods
that your

1500
01:45:48.080 --> 01:45:52.800
subs needs to follow now
there it's been grouped into three

1501
01:45:52.800 --> 01:45:57.600
categories
uh informal formal and non-competitive

1502
01:45:57.600 --> 01:46:04.400
okay so informal
informal you can use um

1503
01:46:04.400 --> 01:46:08.400
for procurements for contracts that
you're letting up to 250

1504
01:46:08.400 --> 01:46:13.199
000 so we talked about informal
methods those are all the procurements

1505
01:46:13.199 --> 01:46:18.000
you're going to make um
or your subs are going to make up to 250

1506
01:46:18.000 --> 01:46:22.560
000.
informal is divided into two types

1507
01:46:22.560 --> 01:46:27.199
of procurement methods there's the micro
purchase

1508
01:46:27.199 --> 01:46:32.880
method so your sub can
purchase anything up to ten thousand

1509
01:46:32.880 --> 01:46:36.800
dollars
without having to go out and solicit uh

1510
01:46:36.800 --> 01:46:40.320
a number of bids
for example you can they can use

1511
01:46:40.320 --> 01:46:46.719
purchase cards for this
um for purchases between ten thousand

1512
01:46:46.719 --> 01:46:51.119
dollars
and two hundred fifty thousand dollars

1513
01:46:51.119 --> 01:46:55.119
the
uh the subs need to use

1514
01:46:55.119 --> 01:46:58.480
uh small purchase procedures and again
these are all

1515
01:46:58.480 --> 01:47:01.600
if you want to get not going to take up
too much detail time on this but

1516
01:47:01.600 --> 01:47:09.360
the details are in 200.320
so small purchase again they can

1517
01:47:09.360 --> 01:47:13.199
it's a little bit easier than formal
procedures so this is everything

1518
01:47:13.199 --> 01:47:17.040
between ten thousand dollars and two
hundred fifty thousand

1519
01:47:17.040 --> 01:47:20.840
um and all they need to do something to
do is

1520
01:47:20.840 --> 01:47:27.440
um you need to solicit quotes from an
adequate number of qualified sources

1521
01:47:27.440 --> 01:47:33.920
um and again that's designed to be less
less formal above 250 000

1522
01:47:33.920 --> 01:47:37.520
when they procure for 250 000 they need
to

1523
01:47:37.520 --> 01:47:41.840
follow formal uh procedures and those
are sealed bids

1524
01:47:41.840 --> 01:47:46.080
uh proposals they need to have uh
evaluation criteria

1525
01:47:46.080 --> 01:47:49.520
uh it's a lot more formal as you'd
expect

1526
01:47:49.520 --> 01:47:53.600
um and then for everything above that
that that's not

1527
01:47:53.600 --> 01:47:59.600
informal or formal is um is
a non-competitive sole source so if they

1528
01:47:59.600 --> 01:48:02.320
have an emergency they've got to procure
something for

1529
01:48:02.320 --> 01:48:05.440
they can follow nonprofit
non-competitive procedures

1530
01:48:05.440 --> 01:48:08.880
if they're buying something that's under
10 000 you know i don't know why they

1531
01:48:08.880 --> 01:48:13.280
put this in but
that's a non-competitive um procedure as

1532
01:48:13.280 --> 01:48:15.679
well
and that that also dovetails for the

1533
01:48:15.679 --> 01:48:19.760
micro purchase
because that's also under ten thousand

1534
01:48:19.760 --> 01:48:25.840
there are ways to increase
um the micro purchase threshold above

1535
01:48:25.840 --> 01:48:29.199
ten thousand dollars
uh it's a lot of detail here it can be

1536
01:48:29.199 --> 01:48:34.480
done basically your subs can
push that threshold up to fifty thousand

1537
01:48:34.480 --> 01:48:37.760
dollars
by self-certifying that they're low cut

1538
01:48:37.760 --> 01:48:41.840
their low
uh risk oddity uh and they can go above

1539
01:48:41.840 --> 01:48:45.360
fifty thousand
if they get imos permission and again

1540
01:48:45.360 --> 01:48:49.119
that's to push
up the micro purchase threshold so for

1541
01:48:49.119 --> 01:48:53.119
purchase cards
um without having to go out to a large

1542
01:48:53.119 --> 01:48:56.719
number of
sources micro purchase is what they

1543
01:48:56.719 --> 01:49:01.280
should do
that that is a little bit um confusing

1544
01:49:01.280 --> 01:49:04.400
there's more detail
in there this omb got a lot of comments

1545
01:49:04.400 --> 01:49:07.280
on this section and they tried to
simplify it all

1546
01:49:07.280 --> 01:49:13.920
um but if you look at 200.320
that um that that spells all up what

1547
01:49:13.920 --> 01:49:16.560
i've been talking about
and if you also look at the federal

1548
01:49:16.560 --> 01:49:21.440
register uh you'll see
um omb has responded to the comments

1549
01:49:21.440 --> 01:49:24.239
they received
and responded to those comments and

1550
01:49:24.239 --> 01:49:28.639
redesigning this section
i think i'll leave that right now uh

1551
01:49:28.639 --> 01:49:31.760
terry next slide please

1552
01:49:32.880 --> 01:49:36.719
okay again uh it states you're still
following

1553
01:49:36.719 --> 01:49:40.080
your state procurement procedures uh
except you're gonna do

1554
01:49:40.080 --> 01:49:44.560
you've got two new procedures to follow
one is the domestic preferences

1555
01:49:44.560 --> 01:49:51.360
um and that's under 200.322
uh that's new um and again this is when

1556
01:49:51.360 --> 01:49:55.040
you're purchasing
goods uh or equipment doesn't say

1557
01:49:55.040 --> 01:50:00.000
anything about services
but if you as a state are are purchasing

1558
01:50:00.000 --> 01:50:04.080
equipment for example you need to the
greatest extent practical

1559
01:50:04.080 --> 01:50:08.960
uh to provide a preference for basically
things that are made in the united

1560
01:50:08.960 --> 01:50:11.360
states um
[Music]

1561
01:50:11.360 --> 01:50:15.119
this has to be included in all the
sub-awards this this flows down this

1562
01:50:15.119 --> 01:50:21.840
requirement um there's no
dollar threshold um so

1563
01:50:21.840 --> 01:50:26.239
you basically can't say well i'm just
buying something for

1564
01:50:26.239 --> 01:50:31.920
two thousand dollars do i need to follow
the domestic preference um the answer is

1565
01:50:31.920 --> 01:50:35.599
yes you do
but uh omb recognized that this might

1566
01:50:35.599 --> 01:50:39.199
cause people some
some issues so they said well just

1567
01:50:39.199 --> 01:50:42.159
remember it's
you have to follow this to the maximum

1568
01:50:42.159 --> 01:50:46.719
extent practicable
so if it's not practical possibly super

1569
01:50:46.719 --> 01:50:50.960
low dollar
value you don't need to um it's not

1570
01:50:50.960 --> 01:50:55.840
practical
next page please

1571
01:50:57.520 --> 01:51:03.119
okay what's new for everybody uh
you estates as well as all of your subs

1572
01:51:03.119 --> 01:51:07.119
is uh
we can't use grant funds you can't use

1573
01:51:07.119 --> 01:51:11.719
grant funds
um to provide to purchase

1574
01:51:11.719 --> 01:51:15.360
telecommunication and video surveillance
equipment

1575
01:51:15.360 --> 01:51:21.760
from uh or systems that are
that are manufactured to come from this

1576
01:51:21.760 --> 01:51:26.560
limited number of
manufacturers most of them i think all

1577
01:51:26.560 --> 01:51:30.719
of them are in china
again it's i think it's for national

1578
01:51:30.719 --> 01:51:33.440
security reasons this is this
requirement is new

1579
01:51:33.440 --> 01:51:36.719
it comes to us not just through the
grant regulations but through

1580
01:51:36.719 --> 01:51:42.560
national defense appropriations
and it's basically there's a list right

1581
01:51:42.560 --> 01:51:46.800
here
but this list can be updated it can be

1582
01:51:46.800 --> 01:51:50.000
updated
uh by the department of defense so you

1583
01:51:50.000 --> 01:51:52.080
may ask where where would i find this
list

1584
01:51:52.080 --> 01:51:58.880
like of equipment i can't purchase
and the next page there

1585
01:51:59.440 --> 01:52:03.760
again i'm speaking quickly just because
we've got a large amount of material to

1586
01:52:03.760 --> 01:52:09.119
get through
um yes so and again this is

1587
01:52:09.119 --> 01:52:13.199
this is one of those changes that is
effective

1588
01:52:13.199 --> 01:52:19.440
for all grants after august 13th
2020. so even if you have an existing

1589
01:52:19.440 --> 01:52:25.040
grant it's not a new award
you've got a 2020 imos award

1590
01:52:25.040 --> 01:52:29.679
you can't use funds to purchase this
equipment

1591
01:52:29.679 --> 01:52:33.360
it's one of the few that became
effective august 13th instead of

1592
01:52:33.360 --> 01:52:39.199
november 12th
but i think what the way to look to make

1593
01:52:39.199 --> 01:52:43.199
sure that you're not
procuring any equipment that's

1594
01:52:43.199 --> 01:52:46.320
prohibited
is there's a link here uh system for

1595
01:52:46.320 --> 01:52:51.040
award management
uh sam and basically on sam there is a

1596
01:52:51.040 --> 01:52:55.920
an excluded parties list
distillation list and if you type in

1597
01:52:55.920 --> 01:53:00.000
if you're thinking of contracting with
on entity and you just you can search

1598
01:53:00.000 --> 01:53:03.679
to see if their name is on that um that
sam exclusion list

1599
01:53:03.679 --> 01:53:07.520
that's that's the best way to check uh
there's some great

1600
01:53:07.520 --> 01:53:11.360
guidance omb has put out great faqs i
put a link there

1601
01:53:11.360 --> 01:53:15.760
um and that's really helpful but this is
this is a new requirement for

1602
01:53:15.760 --> 01:53:20.320
for everyone that does grants um us as
well as as i'm als

1603
01:53:20.320 --> 01:53:23.119
next page please

1604
01:53:24.800 --> 01:53:28.400
um okay so cost principles were also
changed

1605
01:53:28.400 --> 01:53:32.960
again the majority of these um didn't
impact you directly

1606
01:53:32.960 --> 01:53:40.320
as states uh the one that did is
um it's the it's compensation

1607
01:53:40.320 --> 01:53:45.920
uh fringe benefits pension plan cost
uh i tried to show that the change that

1608
01:53:45.920 --> 01:53:48.880
they made there
um and i had to look at this several

1609
01:53:48.880 --> 01:53:52.320
times myself to
to understand it i'm i'm not an

1610
01:53:52.320 --> 01:53:57.119
accountant but basically
reading the notes from omb they said

1611
01:53:57.119 --> 01:54:01.119
that they are
revising this the language you see there

1612
01:54:01.119 --> 01:54:04.719
that's new
to require states and local governments

1613
01:54:04.719 --> 01:54:09.920
to be compliant with
government accounting standards board

1614
01:54:09.920 --> 01:54:15.440
number 68 for pension costs
and i think that means that you will be

1615
01:54:15.440 --> 01:54:21.760
able to continue
to measure pension costs using actual

1616
01:54:21.760 --> 01:54:28.000
and funded expenses
that's all i'm going to say on that one

1617
01:54:28.000 --> 01:54:30.960
next page please

1618
01:54:31.360 --> 01:54:35.840
okay so um what are your
responsibilities as pass-through

1619
01:54:35.840 --> 01:54:38.800
entities
when you award subs when you have uh

1620
01:54:38.800 --> 01:54:41.440
contracts that you let when you're
basically a past strategy

1621
01:54:41.440 --> 01:54:48.560
as as most of you are um
you need in your award in your sub award

1622
01:54:48.560 --> 01:54:54.960
you need to include in that sub-award
a um a federally negotiated

1623
01:54:54.960 --> 01:55:00.159
negotiated indirect cost rate so
this basically means that your your sub

1624
01:55:00.159 --> 01:55:05.440
will be able to use
an indirect cost rate if they don't if

1625
01:55:05.440 --> 01:55:08.560
the sub does not
have one does not have a federally

1626
01:55:08.560 --> 01:55:14.080
negotiated indirect cost rate
um then you and the sub are to work

1627
01:55:14.080 --> 01:55:17.520
together
uh two one of what two things can happen

1628
01:55:17.520 --> 01:55:21.760
um one you can negotiate
uh an indirect cost rate with the sub

1629
01:55:21.760 --> 01:55:25.760
again this is a sub that doesn't have a
federally negotiated indirect cost rate

1630
01:55:25.760 --> 01:55:29.360
you can negotiate with that sub to come
up with a rate

1631
01:55:29.360 --> 01:55:32.639
that rate can be one that a different
pass-through entity

1632
01:55:32.639 --> 01:55:39.599
and yourself have used before or
the sub can say i want to use the 10

1633
01:55:39.599 --> 01:55:44.000
de minimis cost rate um again
they're using this because they don't

1634
01:55:44.000 --> 01:55:49.840
have a federal negotiated cost rate
so again in your sub award this is a

1635
01:55:49.840 --> 01:55:51.840
number you have to put in the award
itself

1636
01:55:51.840 --> 01:55:55.760
indirect cost rate if they don't have a
federally negotiated one

1637
01:55:55.760 --> 01:55:59.520
you can negotiate one with them
negotiating a direct cost rate with them

1638
01:55:59.520 --> 01:56:06.320
or let them use the ten percent
diminished rate uh next page theory

1639
01:56:08.480 --> 01:56:12.560
oh i want to say one other thing on that
so if you're

1640
01:56:12.560 --> 01:56:16.960
where do you look to see if if your sub
it does actually does or does not have a

1641
01:56:16.960 --> 01:56:22.159
federally negotiating direct cost rate
uh omb said those those rates are going

1642
01:56:22.159 --> 01:56:27.760
to be all put up on one
central central government website um

1643
01:56:27.760 --> 01:56:30.000
but
they haven't said when and they haven't

1644
01:56:30.000 --> 01:56:35.440
said who's going to do that so
stay tuned um i just want to say one

1645
01:56:35.440 --> 01:56:39.760
more thing about indirect cost rates
the de minimis rate and this this is

1646
01:56:39.760 --> 01:56:45.280
more for your subs or your um
your subsidiaries or your your sub

1647
01:56:45.280 --> 01:56:50.560
recipients
the 10 rate used to be

1648
01:56:50.560 --> 01:56:54.239
if you have never if you're a sub and
you've never had a federally negotiated

1649
01:56:54.239 --> 01:56:58.400
direct cost rate
you could get 10 percent um that's a

1650
01:56:58.400 --> 01:57:01.599
cost rate
uh the old language it said if you've

1651
01:57:01.599 --> 01:57:05.599
never received that
uh over time people said well how do i

1652
01:57:05.599 --> 01:57:09.360
know i'm a new
uh i'm a new authorizing official i'm a

1653
01:57:09.360 --> 01:57:12.960
new project director how do i know if my
organization has ever had

1654
01:57:12.960 --> 01:57:16.320
a federally negotiated indirect cost
rate so

1655
01:57:16.320 --> 01:57:21.599
omb changed this to basically say if if
you don't have a rate right now

1656
01:57:21.599 --> 01:57:24.719
so if you're a sub and you don't have a
current

1657
01:57:24.719 --> 01:57:29.440
federal you don't have a federal current
federally negotiated indirect cost rate

1658
01:57:29.440 --> 01:57:34.800
you could use the 10 rate and you don't
need documentation to justify it

1659
01:57:34.800 --> 01:57:39.840
next page

1660
01:57:39.920 --> 01:57:46.159
okay the other thing again uh
putting in the the indirect cost rate is

1661
01:57:46.159 --> 01:57:51.040
one of your new requirements
as a pastor entity the other requirement

1662
01:57:51.040 --> 01:57:55.679
as the past serenity that's new for you
is is audit findings and resolving all

1663
01:57:55.679 --> 01:58:02.239
the audit findings
uh you you have to look to see that

1664
01:58:02.239 --> 01:58:09.119
your subs don't have audit findings
if they do you only need to be

1665
01:58:09.119 --> 01:58:13.840
concerned about resolving the ones that
pertain specifically to your award

1666
01:58:13.840 --> 01:58:17.760
not the audit findings that are are
general they call them cross-cutting

1667
01:58:17.760 --> 01:58:21.440
findings
so if your stub recipient has audit

1668
01:58:21.440 --> 01:58:25.520
findings
and it it covers a number of

1669
01:58:25.520 --> 01:58:28.639
awards um you only need to worry about
the one that

1670
01:58:28.639 --> 01:58:35.840
that you're giving them and that's new
uh next page please

1671
01:58:37.520 --> 01:58:45.440
um this is sort of new electronic age
um you should wherever practical

1672
01:58:45.679 --> 01:58:51.599
use open and machine readable formats
for for reports for information for

1673
01:58:51.599 --> 01:58:55.920
documents
you still you still have to accept if

1674
01:58:55.920 --> 01:59:00.880
someone only has a paper one you still
need to accept paper documentation but

1675
01:59:00.880 --> 01:59:04.719
they're really trying to push everybody
to the electronic age

1676
01:59:04.719 --> 01:59:07.680
where they can they've defined ombs
defined

1677
01:59:07.680 --> 01:59:11.599
[Music]
machine readable format as a format and

1678
01:59:11.599 --> 01:59:15.520
standard computer language
that can be read automatically by a web

1679
01:59:15.520 --> 01:59:21.360
browser or computer system
next each week

1680
01:59:23.199 --> 01:59:28.880
okay closeout is sort of the
other half of the final report

1681
01:59:28.880 --> 01:59:32.400
submission that we talked about earlier
with you 120 days

1682
01:59:32.400 --> 01:59:36.560
um so in the closeout when you're
closing out your imls grant

1683
01:59:36.560 --> 01:59:40.320
when you're closing out your subs award
to you

1684
01:59:40.320 --> 01:59:47.440
um basically you still have 120 days
to get your final report to imless

1685
01:59:47.440 --> 01:59:52.800
your subs still have 90 days
that can be extended if there are

1686
01:59:52.800 --> 01:59:59.360
reasons to extend it
the sub als has 120 days

1687
01:59:59.360 --> 02:00:03.599
to liquidate all their final financial
obligations

1688
02:00:03.599 --> 02:00:11.520
um used to be 90 days now it's 120 days
uh next page please oh and cam uh you

1689
02:00:11.520 --> 02:00:14.560
have about
15 minutes left just so you know for

1690
02:00:14.560 --> 02:00:18.639
timing
and a lot of questions yes

1691
02:00:18.639 --> 02:00:23.920
all very very quickly yes thank you
laura

1692
02:00:24.080 --> 02:00:28.320
okay so the um so the they put a little
teeth into this omb

1693
02:00:28.320 --> 02:00:33.840
they're basically saying um
if you have these awards have to be

1694
02:00:33.840 --> 02:00:38.000
closed out in a year
if um if you don't have all the

1695
02:00:38.000 --> 02:00:40.480
information from your subs
you just have to close it out with

1696
02:00:40.480 --> 02:00:46.159
whatever information you've gotten
if imls doesn't receive um

1697
02:00:46.159 --> 02:00:50.000
all you know the final reports that are
due to it after a year

1698
02:00:50.000 --> 02:00:54.480
um imls will close up the award with the
information that's received

1699
02:00:54.480 --> 02:01:01.280
and imls will then have to report to
uh fappis um the fact that

1700
02:01:01.280 --> 02:01:06.000
uh the recipient has not complied with
the terms and conditions so that's new

1701
02:01:06.000 --> 02:01:11.360
um next page please i know we've got a
lot of questions

1702
02:01:11.360 --> 02:01:15.679
uh other changes uh i've been talking
about the uniform guidance changes the

1703
02:01:15.679 --> 02:01:18.239
other
three changes and i'll go through them

1704
02:01:18.239 --> 02:01:23.840
very quickly are uh
well let's just start with the next page

1705
02:01:26.639 --> 02:01:33.280
okay uh this is for two cfr part
uh 25. very quick very quick there's

1706
02:01:33.280 --> 02:01:36.639
some terminology changed
uh you're probably all familiar with

1707
02:01:36.639 --> 02:01:40.320
nuns the duns number
data universal numbering system this

1708
02:01:40.320 --> 02:01:44.159
comes from dun and bradstreet
uh right now everybody has to get a duns

1709
02:01:44.159 --> 02:01:49.119
number uh
omb and the world are changing over from

1710
02:01:49.119 --> 02:01:53.040
duns
to a uei which is unique entity

1711
02:01:53.040 --> 02:01:58.560
identifier which will be given to
everybody to replace guns

1712
02:01:58.560 --> 02:02:03.440
and sam sam will give those numbers out
sam of course the system for award

1713
02:02:03.440 --> 02:02:07.599
management next page please

1714
02:02:08.400 --> 02:02:12.880
okay so what's new um for you is that
you have to inform

1715
02:02:12.880 --> 02:02:20.239
your subs that they need to get a uei
unique identity identifier so you can't

1716
02:02:20.239 --> 02:02:24.080
make an award a sub award to them unless
they have one

1717
02:02:24.080 --> 02:02:30.320
so subs have to go in and get get a uei
they they have to get a uni uei through

1718
02:02:30.320 --> 02:02:32.960
sam
but they don't have to complete the full

1719
02:02:32.960 --> 02:02:37.840
sam registration process
but they do need a uei um

1720
02:02:37.840 --> 02:02:41.119
okay next page please

1721
02:02:41.599 --> 02:02:46.000
uh so when will this changeover happen
um what we're anticipating hearing

1722
02:02:46.000 --> 02:02:52.400
is that everyone will still use guns
until october 1st this year between

1723
02:02:52.400 --> 02:02:56.000
october 1st of this year and early april
next year

1724
02:02:56.000 --> 02:03:00.560
um sam will accept either duns number or
uei

1725
02:03:00.560 --> 02:03:04.719
after i think it's going to be april 4th
2022

1726
02:03:04.719 --> 02:03:10.800
only uei will be accepted
next page please

1727
02:03:12.960 --> 02:03:16.560
mls can grant an exception if there's an
emergency

1728
02:03:16.560 --> 02:03:19.760
that prevents somebody from from
completing a uei um

1729
02:03:19.760 --> 02:03:24.239
if we do grant that they they still have
to get it within 30 days

1730
02:03:24.239 --> 02:03:31.520
next page please
part two cfr part 170 and again i

1731
02:03:31.520 --> 02:03:35.119
apologize
so quickly uh what's the only thing

1732
02:03:35.119 --> 02:03:38.880
that's really changed for you all
is uh you used to have to report sub

1733
02:03:38.880 --> 02:03:43.360
awards
that were 25 dollars or more uh

1734
02:03:43.360 --> 02:03:46.719
that twenty five thousand dollar
threshold has been bumped up to thirty

1735
02:03:46.719 --> 02:03:49.040
thousand dollars so now you need to
report

1736
02:03:49.040 --> 02:03:52.719
some awards that are thirty thousand
dollars or more

1737
02:03:52.719 --> 02:03:58.239
uh next page
this last one never contract with the

1738
02:03:58.239 --> 02:04:03.280
enemy who would
uh this probably won't apply

1739
02:04:03.280 --> 02:04:07.119
to most of you i'm not sure when it
would it's for

1740
02:04:07.119 --> 02:04:11.199
subs that are over 50 000 that are
performed outside the

1741
02:04:11.199 --> 02:04:16.960
united states and that are are given
that you give either as a subgrant or a

1742
02:04:16.960 --> 02:04:20.079
contract
uh to someone who's actively opposing

1743
02:04:20.079 --> 02:04:25.119
united states or coalition forces
uh hopefully you won't do that um but

1744
02:04:25.119 --> 02:04:29.679
that's a new
a new um requirement um just to check

1745
02:04:29.679 --> 02:04:35.520
we check before we make awards that um
that nobody is uh on this list and again

1746
02:04:35.520 --> 02:04:38.239
this is
this will be found in the new sam list

1747
02:04:38.239 --> 02:04:42.560
um but you probably won't
i don't think you're you're doing many

1748
02:04:42.560 --> 02:04:47.040
overseas projects to
enemy combatants but this is a new a new

1749
02:04:47.040 --> 02:04:52.639
provision
uh next page please

1750
02:04:52.639 --> 02:04:56.480
uh yeah finally so we just tried to put
together some resources

1751
02:04:56.480 --> 02:05:00.079
there's a lot i've been talking about
there's a lot that's changed um

1752
02:05:00.079 --> 02:05:04.000
if you need to find pretty much the
latest version of

1753
02:05:04.000 --> 02:05:08.239
what are these what do these provisions
actually look like now

1754
02:05:08.239 --> 02:05:12.400
if you go to ecfr.gov that's the
electronic

1755
02:05:12.400 --> 02:05:15.760
system i think it's done through the
general

1756
02:05:15.760 --> 02:05:19.119
gpo general publishing office government
publishing office

1757
02:05:19.119 --> 02:05:22.560
i i go there when i'm just you know
someone asking an allowable cost

1758
02:05:22.560 --> 02:05:26.719
question i'll go there because it's got
all the up-to-date consolidated language

1759
02:05:26.719 --> 02:05:30.560
on the regulations if you want to find
out more about well why did i

1760
02:05:30.560 --> 02:05:34.639
omb change this provision or that
provision in

1761
02:05:34.639 --> 02:05:39.360
revisions um you can go to the there's a
link there for the august 13th

1762
02:05:39.360 --> 02:05:42.960
federal register notice and again
probably the most important thing is

1763
02:05:42.960 --> 02:05:44.960
just knowing what does the regulation
say

1764
02:05:44.960 --> 02:05:48.239
but if you really want to find out why
they make the change this is the place

1765
02:05:48.239 --> 02:05:51.840
to look
um of course like everything else once

1766
02:05:51.840 --> 02:05:54.079
they publish it
there were corrections that they had to

1767
02:05:54.079 --> 02:05:59.920
make not many
and they are then the third link the

1768
02:05:59.920 --> 02:06:04.159
ecfr
site above has has made the corrections

1769
02:06:04.159 --> 02:06:08.079
so again if you go to ecfr.gov
you're going to find the latest

1770
02:06:08.079 --> 02:06:15.360
consolidated synthesized language
and finally there's a cfo.gov

1771
02:06:15.360 --> 02:06:19.840
which has a ton of resources that used
to be all on performance.gov

1772
02:06:19.840 --> 02:06:25.440
is it possible to click and see if we
have a second if we click that

1773
02:06:25.679 --> 02:06:31.840
uh just the cfo.gov link

1774
02:06:33.679 --> 02:06:36.800
oh my god it might be because we're in
presence yeah i know that's

1775
02:06:36.800 --> 02:06:41.119
there we go okay and then if there's the
uh i think it's guidance

1776
02:06:41.119 --> 02:06:45.840
policies resources thank you terry

1777
02:06:46.320 --> 02:06:51.920
and there's one on uniform guidance it's
on the bottom row

1778
02:06:51.920 --> 02:06:58.719
and then there should be one that just
says redline version yeah

1779
02:06:58.719 --> 02:07:03.119
so if if you if if you're trying to get
up to speed very quickly in all these

1780
02:07:03.119 --> 02:07:05.199
changes
and you just want to know what what was

1781
02:07:05.199 --> 02:07:08.000
changed i've got a basic understanding
but i know what i want to know what's

1782
02:07:08.000 --> 02:07:12.639
different
this privilege this draft um shows you

1783
02:07:12.639 --> 02:07:15.920
way down the bottom of it um you could
see what's been

1784
02:07:15.920 --> 02:07:19.920
deleted what's been added um it's red
line it's actually blue line but

1785
02:07:19.920 --> 02:07:23.760
um it's a good it's a good quick
reference it's not the official official

1786
02:07:23.760 --> 02:07:26.639
official version but
it's the best thing i've seen in terms

1787
02:07:26.639 --> 02:07:30.480
of uh tracking what's new and what's
different

1788
02:07:30.480 --> 02:07:37.199
anyway i've gone through this quickly
i'm ready for questions if you have them

1789
02:07:37.199 --> 02:07:40.320
hi cam thanks so much for that
presentation i

1790
02:07:40.320 --> 02:07:43.760
have a bunch of questions for you by the
way um

1791
02:07:43.760 --> 02:07:49.040
debbie muscleman asks do we have to give
sub awardees 90 days to submit their

1792
02:07:49.040 --> 02:07:53.199
reports
can it be less time uh it could be less

1793
02:07:53.199 --> 02:07:55.599
time if you negotiate less time with
them

1794
02:07:55.599 --> 02:08:01.199
if they they get 90 but if you can talk
with them and they agree to do less

1795
02:08:01.199 --> 02:08:06.400
they can do less great
um there was there was a there was a few

1796
02:08:06.400 --> 02:08:10.960
questions around
around what grant this applies to and i

1797
02:08:10.960 --> 02:08:14.480
answered in the
in the chat but because the these

1798
02:08:14.480 --> 02:08:21.119
changes went to full effect in november
your fy 20 award is not affected by your

1799
02:08:21.119 --> 02:08:25.040
21 award is is that correct that that's
a great question

1800
02:08:25.040 --> 02:08:29.119
yes so i guess the easy part of that is
your fy21

1801
02:08:29.119 --> 02:08:35.599
uh all parts of it now need to follow
the the revisions the uniform guidance

1802
02:08:35.599 --> 02:08:38.239
changes
that we've been talking about if so

1803
02:08:38.239 --> 02:08:43.040
that's your fy21 award
your fy 20 award

1804
02:08:43.040 --> 02:08:47.280
um which was issued to you before
november 20th

1805
02:08:47.280 --> 02:08:52.880
needs isn't impacted by these changes
so these changes would not apply so in

1806
02:08:52.880 --> 02:08:58.800
other words um
your your report to imls for your fy20

1807
02:08:58.800 --> 02:09:02.560
report
would still be due to imls in 90 days

1808
02:09:02.560 --> 02:09:07.920
your fy21
final report because it's new uh

1809
02:09:07.920 --> 02:09:12.480
you would still would need to would now
have up to 120 days to be

1810
02:09:12.480 --> 02:09:18.800
right um that said
the if your fy fy20 although i just said

1811
02:09:18.800 --> 02:09:24.480
it needs to follow the pre
pre-existing um guidance

1812
02:09:24.480 --> 02:09:31.360
uh if the only thing that you
if you have an fy20 award and you're

1813
02:09:31.360 --> 02:09:36.960
going to procure equipment
you need to make sure that um

1814
02:09:36.960 --> 02:09:40.320
that you're not uh running a follow the
prohibited equipment

1815
02:09:40.320 --> 02:09:43.760
restriction which became in which came
into effect on august 13th

1816
02:09:43.760 --> 02:09:47.599
last year great so again to find that
out if you're going to be buying heavy

1817
02:09:47.599 --> 02:09:54.480
machinery or just a lot of equipment
uh look at to cfr 200.216

1818
02:09:54.480 --> 02:09:57.040
which talks about the prohibited
equipment most of it's the chinese

1819
02:09:57.040 --> 02:10:00.800
equipment
just check sam to see that it's on there

1820
02:10:00.800 --> 02:10:04.800
um but otherwise
your fy20 award would you just follow it

1821
02:10:04.800 --> 02:10:08.800
through the way you have been
great and that doesn't and these new

1822
02:10:08.800 --> 02:10:12.079
changes do apply to arpa
i saw nancy's question just come in

1823
02:10:12.079 --> 02:10:16.719
because arpa's brand new
exactly yes um uh

1824
02:10:16.719 --> 02:10:23.840
what is a cognizant agency
is it an sla or subawardee um no that no

1825
02:10:23.840 --> 02:10:27.679
in that case they're talking about
federal agency

1826
02:10:27.679 --> 02:10:31.679
so it would be you it would be your your
cognitive agency

1827
02:10:31.679 --> 02:10:34.880
and it's a very complicated formula to
figure out which federal agency it is

1828
02:10:34.880 --> 02:10:37.599
but
basically uh it comes down to who do you

1829
02:10:37.599 --> 02:10:41.679
get most of your federal funds from
and if it's i'm a less then we're your

1830
02:10:41.679 --> 02:10:48.719
cognizant agency subs should have
cognizant agencies generally as well um

1831
02:10:48.719 --> 02:10:51.920
because they might be doing other other
federal recovery but it but it's

1832
02:10:51.920 --> 02:10:54.639
basically
the federal agency the federal

1833
02:10:54.639 --> 02:10:58.320
government is the cognizant agency

1834
02:10:58.560 --> 02:11:03.280
now chris and connecticut asks what does
telecommunications include

1835
02:11:03.280 --> 02:11:07.920
no okay um
i'm gonna see if i could pull up on my

1836
02:11:07.920 --> 02:11:15.520
screen telecommunications
there's a new um definition i think it's

1837
02:11:16.280 --> 02:11:21.360
200.471
um i'll read it for you here

1838
02:11:21.360 --> 02:11:25.040
telecommunication and again this is the
alaba cost section

1839
02:11:25.040 --> 02:11:27.280
um

1840
02:11:28.960 --> 02:11:32.560
it basically says telecommunications are
allowable costs except for the ones in

1841
02:11:32.560 --> 02:11:36.400
216.
i think there may be a definition as

1842
02:11:36.400 --> 02:11:40.000
well for just telecommunication
equipment

1843
02:11:40.000 --> 02:11:45.040
yes of course

1844
02:11:47.760 --> 02:11:51.679
not able to see it right here but if you
check the definition section

1845
02:11:51.679 --> 02:11:57.000
2 cfr part 200 um
and and just go again i've been going to

1846
02:11:57.000 --> 02:12:02.239
ncfr.gov
for the latest version great and it

1847
02:12:02.239 --> 02:12:06.079
looks like catherine prince put
the definition in the chat thank you

1848
02:12:06.079 --> 02:12:11.520
catherine thank you
um do indirect cost rates need to be an

1849
02:12:11.520 --> 02:12:16.239
option for small grants like 5 000 or
less

1850
02:12:16.480 --> 02:12:23.520
um they haven't made a distinction
for that so uh so if you've got a sub

1851
02:12:23.520 --> 02:12:28.000
grant that you're giving
um they haven't said below a certain

1852
02:12:28.000 --> 02:12:32.719
dollar you don't need to give
um indirect cost rates so i would say

1853
02:12:32.719 --> 02:12:35.920
yes
all several words um should have an

1854
02:12:35.920 --> 02:12:42.000
indirect cost rate
um i think that answered is there a

1855
02:12:42.000 --> 02:12:45.199
dollar amount threshold for indirect
cost rate i think that's essentially the

1856
02:12:45.199 --> 02:12:49.920
same question
um so it's all sub grants or i guess

1857
02:12:49.920 --> 02:12:52.560
there is a dollar amount
threshold for indirect cost rates in

1858
02:12:52.560 --> 02:12:57.520
general
um not that i'm aware of again they're

1859
02:12:57.520 --> 02:13:00.159
not they're not for contracts but they
are for

1860
02:13:00.159 --> 02:13:03.199
for sub awards if that makes a
difference so

1861
02:13:03.199 --> 02:13:06.960
you know if you're giving if you're
giving it to a non-profit

1862
02:13:06.960 --> 02:13:10.320
um they probably should have one if they
don't have one

1863
02:13:10.320 --> 02:13:15.199
then they're entitled to um to get to
the ten percent the minimum rate

1864
02:13:15.199 --> 02:13:20.079
or another rate that you negotiate with
them but but i haven't seen it say

1865
02:13:20.079 --> 02:13:24.320
um you don't need to include nine direct
cost rates

1866
02:13:24.320 --> 02:13:28.880
on your sub awards and chris asks how
was this different

1867
02:13:28.880 --> 02:13:34.480
from the previous regulations
um for the indirect cost rate what i

1868
02:13:34.480 --> 02:13:39.280
understand it's different
in that the that you and the sub

1869
02:13:39.280 --> 02:13:46.079
can negotiate that rate um
so but right now i think the change is

1870
02:13:46.079 --> 02:13:48.400
well
first of all the changes you have to

1871
02:13:48.400 --> 02:13:52.079
have in your sub award
you have to have an indirect cost rate

1872
02:13:52.079 --> 02:13:58.079
put in there
um and they go into more detail about

1873
02:13:58.079 --> 02:14:02.000
it's it should be that if the sub has a
federally negotiated indirect cost rate

1874
02:14:02.000 --> 02:14:05.760
that should be the rate
but they seem to put more emphasis now

1875
02:14:05.760 --> 02:14:11.199
on if they don't have a rate
you can you can work with them um

1876
02:14:11.199 --> 02:14:14.400
either to get a rate that you negotiate
with them or

1877
02:14:14.400 --> 02:14:21.199
or to give them the ten percent rate
okay um

1878
02:14:21.199 --> 02:14:27.360
lee asks can we just continue to use the
de minimis instead of negotiating rates

1879
02:14:27.360 --> 02:14:29.679
um

1880
02:14:30.960 --> 02:14:34.639
if well first of all if they have a
federally negotiated rate already

1881
02:14:34.639 --> 02:14:39.119
you have to use that they're entitled to
use that if they don't

1882
02:14:39.119 --> 02:14:43.679
and you're negotiating with them for an
eight percent rate

1883
02:14:43.679 --> 02:14:47.119
they could say no no i want i want the
10 rate so

1884
02:14:47.119 --> 02:14:51.760
um they need a rate they need to use the
indirect the federally negotiated rate

1885
02:14:51.760 --> 02:14:56.159
if they don't have that
you can negotiate a rate with them but

1886
02:14:56.159 --> 02:14:59.440
but they can always say i want the ten
percent rate

1887
02:14:59.440 --> 02:15:05.679
all right now does e er
erica mccormick is asking does each

1888
02:15:05.679 --> 02:15:09.199
subword
must does it must have does it have to

1889
02:15:09.199 --> 02:15:13.440
have an indirect cost rate or can they
decline a rate

1890
02:15:13.440 --> 02:15:18.079
well um i think if you're negotiating
with them and they and they say i don't

1891
02:15:18.079 --> 02:15:23.280
i don't want to use the 10 rate um
then you could negotiate it to zero if

1892
02:15:23.280 --> 02:15:28.000
that's okay with them
um with the sub but yes

1893
02:15:28.000 --> 02:15:32.800
you could have a zero rate if if that's
acceptable to them

1894
02:15:33.760 --> 02:15:38.560
um marian in florida asks
okay i think that's the same question

1895
02:15:38.560 --> 02:15:41.360
are we saying we must give them an
indirect cost rate

1896
02:15:41.360 --> 02:15:44.560
um you already answered that um karen
asks

1897
02:15:44.560 --> 02:15:51.840
can a sub-grantee with an indirect cost
rate offer to take a lower percentage

1898
02:15:52.000 --> 02:15:56.079
uh i think the answer is yes if they
have a they're always entitled to their

1899
02:15:56.079 --> 02:15:58.960
if they've got one their federally
negotiated indirect cost rate

1900
02:15:58.960 --> 02:16:02.960
but if for some reason they don't want
to use that um

1901
02:16:02.960 --> 02:16:06.560
and and you negotiate with them for
something less uh

1902
02:16:06.560 --> 02:16:13.840
then that that would be acceptable
all right there are a lot more questions

1903
02:16:13.840 --> 02:16:16.960
and unfortunately i think we're at time
and we want to be respectful of the

1904
02:16:16.960 --> 02:16:20.639
breaks so
what we will do is uh we will you know

1905
02:16:20.639 --> 02:16:23.360
round up the questions that weren't
answered and we can either have a

1906
02:16:23.360 --> 02:16:27.280
lightning round
at some other juncture in the conference

1907
02:16:27.280 --> 02:16:30.719
or we can
follow up individually with folks if it

1908
02:16:30.719 --> 02:16:34.160
seems like these are more individual
questions

1909
02:16:34.160 --> 02:16:38.080
but i want to thank him for presenting a
lot of content

1910
02:16:38.080 --> 02:16:43.679
in a really short amount of time and
for helping clear up some of the nuances

1911
02:16:43.679 --> 02:16:47.200
of what this means for us
thank you cam thank you terry and i just

1912
02:16:47.200 --> 02:16:49.760
want to thank you all dude because i
know

1913
02:16:49.760 --> 02:16:55.920
it's not there's it's almost 300 pages
of text that they put out some change

1914
02:16:55.920 --> 02:17:00.559
not some not change but
um i i feel your pain it is hard to get

1915
02:17:00.559 --> 02:17:04.960
through all this but again if you look
if you look at the redline version um

1916
02:17:04.960 --> 02:17:08.639
which is that last week link we looked
at at cfo.gov that

1917
02:17:08.639 --> 02:17:12.399
that'll show you what's changed what's
show you what's taken out and what's new

1918
02:17:12.399 --> 02:17:17.359
um so that may be the
easiest fastest way to talk about speedo

1919
02:17:17.359 --> 02:17:22.000
but thank you terry
all right very good uh we are headed

1920
02:17:22.000 --> 02:17:26.960
into a break now and we'll come back
for a panel that is again related to the

1921
02:17:26.960 --> 02:17:31.679
five year plans
so we'll see you in 10 minutes thanks

1922
02:17:31.679 --> 02:17:34.160
everyone

1923
02:17:35.599 --> 02:17:42.960
so we are moving now into a panel
which dennis is leading and

1924
02:17:42.960 --> 02:17:47.040
i am going to sort of turn it over to
dennis to get us started

1925
02:17:47.040 --> 02:17:52.000
and get our minds back in the five-year
evaluation space

1926
02:17:52.000 --> 02:17:57.120
all right thank you so much terry um i
was so tempted during the break to

1927
02:17:57.120 --> 02:18:01.519
change the slide to put terry to vote
three times in the panels just to keep

1928
02:18:01.519 --> 02:18:03.519
the
keep the joke running i don't know why

1929
02:18:03.519 --> 02:18:07.519
the whole thing tickles me so much but i
can't seem to get over it

1930
02:18:07.519 --> 02:18:14.319
anyway uh um as
the title um refers to

1931
02:18:14.319 --> 02:18:18.559
we have the great pleasure of uh
bringing on

1932
02:18:18.559 --> 02:18:26.160
three experienced um state library folks
slash lsj coordinators who have done the

1933
02:18:26.160 --> 02:18:30.479
evaluation process before
and they um three of them bring very

1934
02:18:30.479 --> 02:18:35.200
unique perspectives as well
and so i'm excited to get started um

1935
02:18:35.200 --> 02:18:38.960
i'll introduce them
and uh i'll also stop sharing a

1936
02:18:38.960 --> 02:18:44.000
powerpoint so it's more
one-on-one faces and conversation with

1937
02:18:44.000 --> 02:18:47.679
the panelists
uh and so i'll introduce them i'll ask

1938
02:18:47.679 --> 02:18:52.559
them a couple of questions
and then there should be ample time for

1939
02:18:52.559 --> 02:18:55.920
some questions from everyone here so we
can really

1940
02:18:55.920 --> 02:19:00.800
talk about as much evaluations from a
practical logistical perspective as much

1941
02:19:00.800 --> 02:19:04.719
as possible
so um what i'm going to do now is

1942
02:19:04.719 --> 02:19:11.920
bring our panelists to the spotlight
if you will so i'm going to

1943
02:19:11.920 --> 02:19:19.120
spotlight myself and karen
and ellen

1944
02:19:19.120 --> 02:19:25.200
and janet hopefully this is
working the way i am hoping it will work

1945
02:19:25.200 --> 02:19:29.679
and i'm gonna stop
sharing my screen it should just

1946
02:19:29.679 --> 02:19:35.840
be us okay this
should work just fine um let me know if

1947
02:19:35.840 --> 02:19:38.160
there are any
or let somebody else who's paying

1948
02:19:38.160 --> 02:19:41.040
attention to the chat um if there's any
issues and

1949
02:19:41.040 --> 02:19:44.559
we can um go from there so um without
any

1950
02:19:44.559 --> 02:19:48.240
further ado i'll go ahead and introduce
our three

1951
02:19:48.240 --> 02:19:54.640
wonderful panelists uh karen egan
from the illinois state library um

1952
02:19:54.640 --> 02:19:58.319
she has been at the state library for 25
years

1953
02:19:58.319 --> 02:20:02.479
but her first job in libraries was when
she was 16.

1954
02:20:02.479 --> 02:20:06.080
she was hired by the local public
library primarily to shelf books during

1955
02:20:06.080 --> 02:20:09.439
their summer reading program
and then she started a professional

1956
02:20:09.439 --> 02:20:14.720
career as a school librarian
and went straight to wonderful state

1957
02:20:14.720 --> 02:20:17.760
library work
she was originally hired to work as the

1958
02:20:17.760 --> 02:20:21.439
youth services consultant
until the director called her in one day

1959
02:20:21.439 --> 02:20:26.880
and said have i got a deal for you
lsta coordinator was calling her name

1960
02:20:26.880 --> 02:20:31.840
and she was doing that for
uh the next 18 years and then two years

1961
02:20:31.840 --> 02:20:33.760
ago
approximately she was promoted to the

1962
02:20:33.760 --> 02:20:36.319
associate director of grants and
programs which

1963
02:20:36.319 --> 02:20:41.840
is the equivalent to library development
roles

1964
02:20:41.840 --> 02:20:45.680
and this is the fourth evaluation that
she's been directly

1965
02:20:45.680 --> 02:20:49.439
involved in uh next up on our panelists
list

1966
02:20:49.439 --> 02:20:53.760
is uh janet mckenney from the maine
state library

1967
02:20:53.760 --> 02:20:58.240
she's the director of library
development and the lst coordinator

1968
02:20:58.240 --> 02:21:02.720
uh and the library development division
at the maine state library supports all

1969
02:21:02.720 --> 02:21:07.439
library types in maine
public academic k-12 and special

1970
02:21:07.439 --> 02:21:13.120
by providing statewide services via our
via their staff and with contracted

1971
02:21:13.120 --> 02:21:16.640
partners
um which includes technology initiatives

1972
02:21:16.640 --> 02:21:21.200
statewide ils
the statewide catalog uh ill band

1973
02:21:21.200 --> 02:21:23.680
delivery service professional
development

1974
02:21:23.680 --> 02:21:27.520
consulting service and the state
network's internet connections

1975
02:21:27.520 --> 02:21:33.120
so uh just you know a modest list
of your average state library work and

1976
02:21:33.120 --> 02:21:37.359
janet herself has worked in special
academic and public libraries for 34

1977
02:21:37.359 --> 02:21:40.000
years and has been with the maine state
library since

1978
02:21:40.000 --> 02:21:44.160
2006 and this will be her third
evaluation

1979
02:21:44.160 --> 02:21:49.040
and last but not least kellen ralya from
the alabama public library service

1980
02:21:49.040 --> 02:21:53.760
she is the assistant director slash lsta
coordinator at the alabama public

1981
02:21:53.760 --> 02:21:56.960
library service
i think you're seeing a trend with these

1982
02:21:56.960 --> 02:22:01.760
esteemed panelists that they're slash
lsj coordinator uh because they've been

1983
02:22:01.760 --> 02:22:06.319
there long enough to
um absorb and to do many things at the

1984
02:22:06.319 --> 02:22:10.160
state library
and she has more than 30 years of

1985
02:22:10.160 --> 02:22:14.160
experience with libraries
18 of those at the state library in

1986
02:22:14.160 --> 02:22:17.120
particular
and she has three evaluations under her

1987
02:22:17.120 --> 02:22:21.439
belt and
is gearing up for the fourth so to put

1988
02:22:21.439 --> 02:22:26.800
all of that together did some fast math
and collectively on our panel we have 89

1989
02:22:26.800 --> 02:22:29.680
years
of library experience and eight

1990
02:22:29.680 --> 02:22:32.640
evaluations have been completed between
the three of them

1991
02:22:32.640 --> 02:22:36.720
so i don't think there's much more that
i need to say to

1992
02:22:36.720 --> 02:22:42.240
justify our helping them speak to their
experience about the evaluation process

1993
02:22:42.240 --> 02:22:45.920
and we're so grateful that they're here
to share their experience

1994
02:22:45.920 --> 02:22:52.800
so i am going to start by opening up the
panel questions with a simple question

1995
02:22:52.800 --> 02:22:58.040
uh why each of them chose the evaluator
they chose for their

1996
02:22:58.040 --> 02:23:04.000
2013-2017 plans um
and chosen at random but deliberately

1997
02:23:04.000 --> 02:23:08.880
um and organized way uh we'll start with
janet from maine to kick off the

1998
02:23:08.880 --> 02:23:13.760
discussion
thanks dennis so um the maine state

1999
02:23:13.760 --> 02:23:17.280
library is part of
causeline which is the council of state

2000
02:23:17.280 --> 02:23:23.439
library agencies in the northeast
and traditionally there's about 12 slas

2001
02:23:23.439 --> 02:23:27.040
in there and traditionally we group
together

2002
02:23:27.040 --> 02:23:35.040
to do a joint rfp
and um not every sla signs on but

2003
02:23:35.040 --> 02:23:40.240
most of them do and so
michael york our esteemed state

2004
02:23:40.240 --> 02:23:42.960
librarian from new hampshire is also the
treasurer

2005
02:23:42.960 --> 02:23:50.880
of causeline so he spearheads the um
the rfp for us um i think in the last

2006
02:23:50.880 --> 02:23:56.560
evaluation um we had
six libraries on the rfp but ended up

2007
02:23:56.560 --> 02:24:01.280
with 10
libraries joining in and the

2008
02:24:01.280 --> 02:24:07.280
um we had about four responses and then
each state reviews the rfp responses

2009
02:24:07.280 --> 02:24:10.319
and then sends their rankings to michael
and

2010
02:24:10.319 --> 02:24:15.040
so then it's basically judged by you
know in that way

2011
02:24:15.040 --> 02:24:18.720
um so the last evaluation quality
metrics

2012
02:24:18.720 --> 02:24:22.000
uh received the highest rankings from
all the states

2013
02:24:22.000 --> 02:24:25.439
um it was a new company but had a
connection

2014
02:24:25.439 --> 02:24:28.800
in history with bill wilson who had
performed

2015
02:24:28.800 --> 02:24:35.359
the previous evaluations um
in the um the last the last round and

2016
02:24:35.359 --> 02:24:41.920
so um those us
when people were looking at the rfp

2017
02:24:41.920 --> 02:24:45.359
responses there were some respondents
that weren't really

2018
02:24:45.359 --> 02:24:49.120
librarian focused and so that was one of
the concerns

2019
02:24:49.120 --> 02:24:56.479
when everybody was evaluating
the responses so i think quality metrics

2020
02:24:56.479 --> 02:25:02.399
because of the link with bill
um kind of went up on everybody's

2021
02:25:02.399 --> 02:25:09.359
radar and so
maine does mainly main does statewide

2022
02:25:09.359 --> 02:25:13.040
programs
and we've never done sub-grants so the

2023
02:25:13.040 --> 02:25:17.520
evaluation is
a little simpler in many ways than those

2024
02:25:17.520 --> 02:25:22.319
of the other states that had sub-grants
um you know through the contract but i

2025
02:25:22.319 --> 02:25:26.720
think it was a real
challenge um for quality metrics

2026
02:25:26.720 --> 02:25:30.800
uh working across the states with not
only different approaches

2027
02:25:30.800 --> 02:25:35.840
but we seem to have kind of a scrunched
timeline because they were a new company

2028
02:25:35.840 --> 02:25:39.920
and
um i think they had a hard time

2029
02:25:39.920 --> 02:25:43.200
kind of coordinating uh what they were
doing

2030
02:25:43.200 --> 02:25:49.280
so the capacity issue of the rf
rfp will be what i'll look for in this

2031
02:25:49.280 --> 02:25:53.920
evaluation how many people
are there and how many states you know

2032
02:25:53.920 --> 02:25:57.359
are
are responding to the causeline

2033
02:25:57.359 --> 02:26:03.200
rfp and one of the reasons we do do this
is the hope that there's not a lot of

2034
02:26:03.200 --> 02:26:06.960
evaluate
evaluators in new england so travel

2035
02:26:06.960 --> 02:26:11.520
costs
go in so it's always the evaluators come

2036
02:26:11.520 --> 02:26:15.520
and they travel and
stay in boston or somewhere centrally

2037
02:26:15.520 --> 02:26:18.560
and then
you know move out to the different

2038
02:26:18.560 --> 02:26:21.840
states to get their work done

2039
02:26:23.280 --> 02:26:27.040
for me wait

2040
02:26:27.200 --> 02:26:33.920
karen or calling kim sure i'll jump
i'll jump in next um in illinois we

2041
02:26:33.920 --> 02:26:38.640
contract with the institute for legal
and legislative policy studies at the

2042
02:26:38.640 --> 02:26:41.600
university of illinois here in
springfield

2043
02:26:41.600 --> 02:26:47.600
now one of the advantages is
that their activities encompass all

2044
02:26:47.600 --> 02:26:52.399
branches of government
and their primary focus are

2045
02:26:52.399 --> 02:26:59.359
research and policy analysis and program
evaluation for state government

2046
02:26:59.359 --> 02:27:03.280
in illinois we have the ability to
contract

2047
02:27:03.280 --> 02:27:08.160
with a state agency so we can do an
intergovernmental agreement state agency

2048
02:27:08.160 --> 02:27:12.720
to state agency
without going out for bid and that's

2049
02:27:12.720 --> 02:27:16.240
huge
those of you involved in the bid process

2050
02:27:16.240 --> 02:27:21.840
know what i'm talking about
we've used uh this uh

2051
02:27:21.840 --> 02:27:26.479
institute for the last two rounds of
evaluation and we plan to use it again

2052
02:27:26.479 --> 02:27:30.800
this coming round
prior to that we have used consultants

2053
02:27:30.800 --> 02:27:34.720
but we discovered
that when we went with the university

2054
02:27:34.720 --> 02:27:38.560
the quality
of our evaluation actually improved

2055
02:27:38.560 --> 02:27:41.840
because
they took a different approach to doing

2056
02:27:41.840 --> 02:27:46.399
the evaluation
and i'll get into that later and kara

2057
02:27:46.399 --> 02:27:51.840
asked earlier about the cost
and for us it's under 25 000

2058
02:27:51.840 --> 02:27:59.840
usually that's great
thanks karen okay

2059
02:28:00.720 --> 02:28:04.399
you're ready for me danny i am ready for
you all right

2060
02:28:04.399 --> 02:28:09.920
well y'all let me first say that working
with lsta i find it much easier for my

2061
02:28:09.920 --> 02:28:14.319
happy place
this is my happy place plus it covers up

2062
02:28:14.319 --> 02:28:18.880
the train wreck
behind me that is also my office

2063
02:28:18.880 --> 02:28:23.439
but before i tell you all about our
evaluator i just have this question is

2064
02:28:23.439 --> 02:28:26.720
it just
me or did these five years go by way too

2065
02:28:26.720 --> 02:28:31.760
fast did not we just not
just do this like last year

2066
02:28:32.319 --> 02:28:35.600
uh as dennis said this i've been here
for

2067
02:28:35.600 --> 02:28:40.080
three evaluations uh the first two were
done by the dean of our library school

2068
02:28:40.080 --> 02:28:44.560
at alabama
and the one just the five years ago

2069
02:28:44.560 --> 02:28:49.840
was kate nevins uh kate
was the head of saladnet back in the day

2070
02:28:49.840 --> 02:28:54.160
she has since retired from that
now some of you new folks may not be

2071
02:28:54.160 --> 02:28:57.920
aware of that name but the veterans you
guys will probably recognize it now

2072
02:28:57.920 --> 02:29:03.040
you'll notice i did not say we were old
i said we were veterans there's a big

2073
02:29:03.040 --> 02:29:08.319
big difference there
i was not involved in the rfp before

2074
02:29:08.319 --> 02:29:12.399
but once kate came on board i was
extremely involved in

2075
02:29:12.399 --> 02:29:17.280
getting her up to speed with the spr as
coordinator i have all of the plans from

2076
02:29:17.280 --> 02:29:22.319
our subgrantees
in our rfp we include that we are

2077
02:29:22.319 --> 02:29:27.200
a pass through we do not tell them
at least we didn't i have it up on this

2078
02:29:27.200 --> 02:29:30.800
screen we did not say how many grants we
had which was probably smart

2079
02:29:30.800 --> 02:29:34.479
for the rfp out right now because we had
over 300 we didn't want to tell them

2080
02:29:34.479 --> 02:29:39.840
that right up front so there you go
but that's pretty much how we pick them

2081
02:29:39.840 --> 02:29:42.560
and like i said i was not involved in
the first

2082
02:29:42.560 --> 02:29:47.840
uh set now our rfp for
this one has gone out we've actually had

2083
02:29:47.840 --> 02:29:51.200
two responses do not ask me why people
were not disclaimering to do our

2084
02:29:51.200 --> 02:29:55.920
evaluation it would have been the social
event of the season but that's okay

2085
02:29:55.920 --> 02:30:00.160
so we had two response and one of them
was quality metrics

2086
02:30:00.160 --> 02:30:03.680
and the other one was a firm we had
never heard of before

2087
02:30:03.680 --> 02:30:07.200
and plus they wanted over a hundred
thousand dollars and i'm thinking okay

2088
02:30:07.200 --> 02:30:10.240
you must not be real familiar with
alabama because we don't really have

2089
02:30:10.240 --> 02:30:15.359
that for that so
but that's where we are so we'll wait

2090
02:30:15.359 --> 02:30:19.680
great thank you um so obviously
immediately

2091
02:30:19.680 --> 02:30:26.479
you can see um the differences in
uh evaluators that were chosen the the

2092
02:30:26.479 --> 02:30:30.560
scope of it
um whether one the evaluator was used

2093
02:30:30.560 --> 02:30:36.960
just for the evaluation or um
also for the plan uh and so um

2094
02:30:36.960 --> 02:30:40.720
it really is an interesting approach to
take it there's varied

2095
02:30:40.720 --> 02:30:44.640
it's interesting how varied the
approaches are um certainly

2096
02:30:44.640 --> 02:30:48.800
so uh the next question i have for the
group

2097
02:30:48.800 --> 02:30:53.840
is um what were some of the lessons that
you learned

2098
02:30:53.840 --> 02:30:57.439
the last time throughout the evaluation
process

2099
02:30:57.439 --> 02:31:01.680
um lessons like how the process of
getting the data

2100
02:31:01.680 --> 02:31:05.120
for the evaluators working with the
evaluator's schedule

2101
02:31:05.120 --> 02:31:09.439
um those kinds of um things you might
not have anticipated

2102
02:31:09.439 --> 02:31:15.840
uh so for this one i will start the
answers with uh karen all right well

2103
02:31:15.840 --> 02:31:19.120
well first i'm going to share the good
bad and the ugly with you

2104
02:31:19.120 --> 02:31:22.960
under this question you guys so but
first let me start by saying

2105
02:31:22.960 --> 02:31:27.120
in illinois we use the lsta funding for
a mix of

2106
02:31:27.120 --> 02:31:33.840
statewide programs as well as subgrants
so keep that in mind as dennis mentioned

2107
02:31:33.840 --> 02:31:40.240
earlier the five-year evaluation
is really a three-year evaluation

2108
02:31:40.240 --> 02:31:44.000
and i just wanted to share with you how
this looks in illinois

2109
02:31:44.000 --> 02:31:47.520
we use the federal funds the second year
that they're available because they're

2110
02:31:47.520 --> 02:31:51.840
available for two years
and it's usually stick with me on this

2111
02:31:51.840 --> 02:31:55.120
math you guys
and it's usually on the state fiscal

2112
02:31:55.120 --> 02:32:00.880
year of
july 1st through the june 30th timeline

2113
02:32:00.880 --> 02:32:05.359
for sub grants to have their funds
obligated with another 45 days to have

2114
02:32:05.359 --> 02:32:08.880
the money paid out
so you know it's the july 1st through

2115
02:32:08.880 --> 02:32:13.600
september 30th
then the second year so it does

2116
02:32:13.600 --> 02:32:18.160
give us three years of full activities
rather than the five years

2117
02:32:18.160 --> 02:32:23.439
and the last round for those three years
we had 246

2118
02:32:23.439 --> 02:32:28.560
sub grants now that's okay
that we're doing three years because

2119
02:32:28.560 --> 02:32:32.160
what it does is it gives us enough
information to know

2120
02:32:32.160 --> 02:32:35.840
if the plan is meeting or not meeting
our goals

2121
02:32:35.840 --> 02:32:39.520
and there's always that little wiggle
room in there are those two years that

2122
02:32:39.520 --> 02:32:44.319
don't really get evaluated
so just keep that in mind that that

2123
02:32:44.319 --> 02:32:49.359
happens with us
now our evaluator did use the reports

2124
02:32:49.359 --> 02:32:54.319
from the state program reports
but he also wanted as much information

2125
02:32:54.319 --> 02:32:59.520
as we could provide
that included applications sub grants

2126
02:32:59.520 --> 02:33:03.520
reports
any surveys or analysis that we had

2127
02:33:03.520 --> 02:33:09.520
done internally and so
that meant that it was too much for us

2128
02:33:09.520 --> 02:33:13.600
to email to him so we actually put
things on a thumb drive and drove it

2129
02:33:13.600 --> 02:33:18.479
over to him and handed it to him
and said here you go let us know what

2130
02:33:18.479 --> 02:33:21.600
else you need
well then we were doing press releases

2131
02:33:21.600 --> 02:33:25.520
and as as somebody said earlier the
newspaper articles and

2132
02:33:25.520 --> 02:33:29.600
whatever we could provide for him and he
also

2133
02:33:29.600 --> 02:33:33.760
you know followed up with subgrants and
followed up with us for more information

2134
02:33:33.760 --> 02:33:38.399
as well
so once we got the initial initial data

2135
02:33:38.399 --> 02:33:41.359
to him
he worked with us to figure out what

2136
02:33:41.359 --> 02:33:44.720
gaps might be in the
in the data that he wanted more

2137
02:33:44.720 --> 02:33:49.840
information
and and again we either did surveys or

2138
02:33:49.840 --> 02:33:55.200
more interviews
and you might be surprised to learn

2139
02:33:55.200 --> 02:34:00.319
that subgrants misreport

2140
02:34:00.479 --> 02:34:07.200
no matter how many times we say
pick one focal area there are some

2141
02:34:07.200 --> 02:34:10.720
grants who look at
or some subgrants who look at the focal

2142
02:34:10.720 --> 02:34:14.080
areas like a smorgasbord
and say oh i'm going to do that one and

2143
02:34:14.080 --> 02:34:17.040
that one on that one for the same
project

2144
02:34:17.040 --> 02:34:20.160
and they checked that the project will
it will

2145
02:34:20.160 --> 02:34:23.359
actually impact every one of the focal
areas when in fact

2146
02:34:23.359 --> 02:34:26.960
we know that's not true so when the
state

2147
02:34:26.960 --> 02:34:31.680
now the state library enters the reports
into the state program report we don't

2148
02:34:31.680 --> 02:34:35.840
give the sub grants the authority to do
that

2149
02:34:35.840 --> 02:34:38.880
because that's where we correct their
errors

2150
02:34:38.880 --> 02:34:42.880
so that we can fix them when they come
into the

2151
02:34:42.880 --> 02:34:49.200
spr why i'm saying this is
the evaluator recognized our frustration

2152
02:34:49.200 --> 02:34:56.800
that subgrants don't always accurately
report and it gets uglier

2153
02:34:56.800 --> 02:35:01.920
when um they talk about
counting attendance but i'll get into

2154
02:35:01.920 --> 02:35:05.200
that in a minute so what our evaluator
did

2155
02:35:05.200 --> 02:35:11.359
and matt mentioned this earlier
that he treated all the sub grants

2156
02:35:11.359 --> 02:35:15.280
as if they were informants in an
ethnography

2157
02:35:15.280 --> 02:35:19.359
and he used special software and treated
all of their reports

2158
02:35:19.359 --> 02:35:25.600
and documents as if each one were an
individual interview with that subgrant

2159
02:35:25.600 --> 02:35:32.399
and somehow this magic happened and
he was able to do this huge analysis of

2160
02:35:32.399 --> 02:35:37.680
the results
what i especially liked is he unbundled

2161
02:35:37.680 --> 02:35:43.200
projects that we bundled in the spr
so for example if we took collection

2162
02:35:43.200 --> 02:35:47.120
development projects
specifically done by public libraries

2163
02:35:47.120 --> 02:35:51.200
and bundled them
in the spr because michelle really

2164
02:35:51.200 --> 02:35:56.080
didn't want to read
100 reports that said the same thing

2165
02:35:56.080 --> 02:35:59.760
the evaluator looked at each of those
projects individually

2166
02:35:59.760 --> 02:36:02.960
and their levels of success in meeting
the proposed

2167
02:36:02.960 --> 02:36:08.160
outcome as well as the intent of the
offering

2168
02:36:08.160 --> 02:36:14.319
um some grants also don't always
count attendance they count attendance

2169
02:36:14.319 --> 02:36:18.240
the same way
while we're trying to get to how many

2170
02:36:18.240 --> 02:36:23.840
unique individuals
did you impact they often report

2171
02:36:23.840 --> 02:36:27.040
programming statistics which is totally
different

2172
02:36:27.040 --> 02:36:31.840
so in many cases the evaluator is
looking at apples to oranges statistics

2173
02:36:31.840 --> 02:36:35.680
and trying to make some kind of
comparison

2174
02:36:35.680 --> 02:36:39.600
um it makes it hard to get a grasp on
how many

2175
02:36:39.600 --> 02:36:42.640
people actually participated in the
programming

2176
02:36:42.640 --> 02:36:45.760
over the course of whatever period is
being evaluated

2177
02:36:45.760 --> 02:36:50.080
so that's one of the things we really
worked at trying to get

2178
02:36:50.080 --> 02:36:54.800
consistent statistics in this current
round

2179
02:36:54.800 --> 02:36:57.920
now for us the evaluator schedule was
not

2180
02:36:57.920 --> 02:37:02.880
an issue because we really try to start
early and get the information to them as

2181
02:37:02.880 --> 02:37:08.479
soon as possible
generally by august they finalize

2182
02:37:08.479 --> 02:37:14.960
their evaluation data and spend the next
five months or so doing their coding and

2183
02:37:14.960 --> 02:37:18.479
analysis
and follow-up with the target goal to

2184
02:37:18.479 --> 02:37:24.000
get a draft evaluation to us by january
so that we can work with them on any

2185
02:37:24.000 --> 02:37:29.439
deficiencies before the march
deadline in or for the deadline to imls

2186
02:37:29.439 --> 02:37:34.240
by the end of march
and so for us we start as early as

2187
02:37:34.240 --> 02:37:37.359
possible
and i know we're trying to we we're

2188
02:37:37.359 --> 02:37:39.840
actually hoping to start getting them
information

2189
02:37:39.840 --> 02:37:44.319
as early as next month if we possibly
can

2190
02:37:44.479 --> 02:37:51.439
great thank you that's excellent
uh i will pass it over to kellen

2191
02:37:51.439 --> 02:37:57.920
if she wouldn't mind sure
okay since we do so much

2192
02:37:57.920 --> 02:38:03.680
in subgrants with our allocation
uh kate had asked for specific

2193
02:38:03.680 --> 02:38:06.160
information
regarding the number of grants in

2194
02:38:06.160 --> 02:38:11.120
specific categories
and the nature of projects so individual

2195
02:38:11.120 --> 02:38:15.200
grant reports
came in very handy for her as well as

2196
02:38:15.200 --> 02:38:19.120
spr
info i use the individual grant reports

2197
02:38:19.120 --> 02:38:24.560
in my spr info and i certainly feel
karen's pain i understand that

2198
02:38:24.560 --> 02:38:30.720
in response i also
kind of beefed up a tracking spreadsheet

2199
02:38:30.720 --> 02:38:35.920
that had been in development to include
a little bit more information i've got

2200
02:38:35.920 --> 02:38:42.560
it separated by
year by quarter by goal

2201
02:38:42.560 --> 02:38:46.240
all of that because i want to be able to
track all of my figures

2202
02:38:46.240 --> 02:38:49.280
and then when it comes time to it i can
just say boom here's my numbers and i

2203
02:38:49.280 --> 02:38:52.640
don't have to try to find them
that is something that we learned

2204
02:38:52.640 --> 02:38:55.359
another thing which i found interesting
was

2205
02:38:55.359 --> 02:38:59.040
we did it'd be interesting how they do
it this year because the past ones they

2206
02:38:59.040 --> 02:39:00.960
did
town hall meetings around the state

2207
02:39:00.960 --> 02:39:03.439
don't know what we're going to do this
time

2208
02:39:03.439 --> 02:39:08.160
when kate was here doing it apls staff
did not go

2209
02:39:08.160 --> 02:39:12.560
uh she and she i think she had a point
she was thinking it may

2210
02:39:12.560 --> 02:39:16.000
color what the librarians say it'd be
like okay apls is here let's talk about

2211
02:39:16.000 --> 02:39:19.359
how fabulous they are
we're not there then they might be able

2212
02:39:19.359 --> 02:39:22.080
to say you know they really are pretty
bad you know they're pretty icky over

2213
02:39:22.080 --> 02:39:24.479
there
but when she came back she said man she

2214
02:39:24.479 --> 02:39:26.720
goes i wish i'd been here she said
because they were just singing your

2215
02:39:26.720 --> 02:39:29.200
praises so i thought
well good at least we're doing something

2216
02:39:29.200 --> 02:39:34.640
right so that's a good thing
uh something for y'all to think about

2217
02:39:34.640 --> 02:39:38.000
uh with the evaluation process also i
think is

2218
02:39:38.000 --> 02:39:43.439
just making sure that you can do
and i feel like i'm parroting karen here

2219
02:39:43.439 --> 02:39:47.520
is to get all of that information just
as quick as you can because

2220
02:39:47.520 --> 02:39:53.920
we include in our rfp we
include not only the evaluation of the

2221
02:39:53.920 --> 02:39:57.680
current plan but also the development of
the future plan

2222
02:39:57.680 --> 02:40:02.399
and we mention it in one sentence and
here it says using the evaluation apls

2223
02:40:02.399 --> 02:40:08.000
also seeks assistance in drafting
an lsta five year plan for 23 to 27

2224
02:40:08.000 --> 02:40:11.359
based on the parameters of the lsta
priority so there you go

2225
02:40:11.359 --> 02:40:14.960
evaluate it now write the thing for the
next time for us

2226
02:40:14.960 --> 02:40:18.479
but it actually worked out pretty well
so

2227
02:40:18.479 --> 02:40:25.439
that's great thanks kellen and janet
oh thanks um so maine doesn't have sub

2228
02:40:25.439 --> 02:40:29.520
grants so
a lot of the complexity um

2229
02:40:29.520 --> 02:40:33.200
that uh kellen and karen talked about we
didn't have

2230
02:40:33.200 --> 02:40:36.640
but um the last plan was the one that i
was

2231
02:40:36.640 --> 02:40:40.800
majorly involved with and so first of
all the data collection

2232
02:40:40.800 --> 02:40:46.640
was difficult because um again
we're not looking at the entire five

2233
02:40:46.640 --> 02:40:49.840
years i think we were able to look at
three years

2234
02:40:49.840 --> 02:40:55.600
but there was also the
it was two different versions of the spr

2235
02:40:55.600 --> 02:41:00.240
data and so
downloading the spr data um caused

2236
02:41:00.240 --> 02:41:07.040
all kinds of problems and the evaluator
was upset that she didn't have

2237
02:41:07.040 --> 02:41:10.560
all five years and so that was like one
of those learning things like you're

2238
02:41:10.560 --> 02:41:15.840
never going to get those five years and
and and so we started off on that kind

2239
02:41:15.840 --> 02:41:19.200
of
panicky foot so you know i'm doing a lot

2240
02:41:19.200 --> 02:41:23.920
of pre-evaluation right on my own and
trying to do some prep work based on

2241
02:41:23.920 --> 02:41:28.880
what i learned
in the previous evaluation and so

2242
02:41:28.880 --> 02:41:34.960
just more actively um
trying to think what the evaluators were

2243
02:41:34.960 --> 02:41:38.399
want and look
looking back so that we're more prepared

2244
02:41:38.399 --> 02:41:42.479
um
in both working with them so we're doing

2245
02:41:42.479 --> 02:41:46.319
some survey
data so that it it's available to the

2246
02:41:46.319 --> 02:41:50.720
evaluator
and um we also

2247
02:41:50.720 --> 02:41:57.439
want to make sure the last time
it was very compressed i think they left

2248
02:41:57.439 --> 02:42:00.800
maine
um last in line because we didn't have

2249
02:42:00.800 --> 02:42:05.359
subgrants
and so getting the time uh

2250
02:42:05.359 --> 02:42:09.520
to do our focus groups you know it just
wasn't really

2251
02:42:09.520 --> 02:42:13.200
great i think it would go much better
now

2252
02:42:13.200 --> 02:42:16.960
you know we were trying to use uh video
conferencing

2253
02:42:16.960 --> 02:42:23.680
and you know was pre-zoom
so anyways uh

2254
02:42:23.680 --> 02:42:27.439
we didn't get the uh the amount of
participation in the focus groups

2255
02:42:27.439 --> 02:42:29.920
because it was too
fast and was too narrow and we didn't

2256
02:42:29.920 --> 02:42:33.279
have time to plan so
um you know that's something that i'm

2257
02:42:33.279 --> 02:42:38.720
really going to pay attention to
and you know really you know um

2258
02:42:38.720 --> 02:42:42.319
talking to the evaluator i think about
the state live

2259
02:42:42.319 --> 02:42:47.040
the state's library landscape and how
you do grants because

2260
02:42:47.040 --> 02:42:51.279
if they come from a state that does
sub-grants and now they're working with

2261
02:42:51.279 --> 02:42:54.479
the state that
doesn't do sub-grants there's kind of a

2262
02:42:54.479 --> 02:42:58.399
realignment
um that has to go on about you know what

2263
02:42:58.399 --> 02:43:02.080
they think about and what they do
and how they're looking at your

2264
02:43:02.080 --> 02:43:06.960
statewide programs
so um i think that's

2265
02:43:06.960 --> 02:43:12.720
about it according it's much
it took much more of my time than i had

2266
02:43:12.720 --> 02:43:17.439
anticipated
and um i think overall

2267
02:43:17.439 --> 02:43:22.000
like spread over the year it i think it
was about ten percent of my time

2268
02:43:22.000 --> 02:43:27.840
but that ten percent of my time was
concentrated in about six months

2269
02:43:28.720 --> 02:43:33.200
that's great that was and i'm glad you
kind of uh segued into that because

2270
02:43:33.200 --> 02:43:36.240
um even though we do have one more
question i think we have

2271
02:43:36.240 --> 02:43:40.880
enough time to um ask this
question that jamie brought up in the

2272
02:43:40.880 --> 02:43:45.439
chat there i think there's a
collective interest in getting a sense

2273
02:43:45.439 --> 02:43:50.560
of how much time
the this evaluation process takes um

2274
02:43:50.560 --> 02:43:56.240
uh and i'd be curious too is is it
more time on the front end or is it kind

2275
02:43:56.240 --> 02:43:59.200
of consistently time consuming as you're
doing the

2276
02:43:59.200 --> 02:44:02.399
data collection and and that kind of
thing i mean you don't have to go into

2277
02:44:02.399 --> 02:44:06.240
too much detail but i think
they people would be interested to get a

2278
02:44:06.240 --> 02:44:09.760
some picture of what to expect

2279
02:44:11.359 --> 02:44:16.640
uh can i speak to that yeah please
i would say that the more you can get

2280
02:44:16.640 --> 02:44:21.359
together beforehand
the better off you're going to be and

2281
02:44:21.359 --> 02:44:25.760
i think karen would agree carries over
there nodding in illinois

2282
02:44:25.760 --> 02:44:29.279
because it kind of saves time a little
bit later

2283
02:44:29.279 --> 02:44:32.880
like this time this the people who come
in oh i'm going to be handing them a

2284
02:44:32.880 --> 02:44:36.399
whole bunch of stuff
and because i want them to have what i

2285
02:44:36.399 --> 02:44:41.920
think will help them do
a proper evaluation of of the plan

2286
02:44:41.920 --> 02:44:46.720
i think that we've we've done i think
pretty well um

2287
02:44:46.720 --> 02:44:50.399
when we wrote the plan five years ago
unfortunately our

2288
02:44:50.399 --> 02:44:56.960
crystal ball was um at the cleaners and
therefore our the words covet and

2289
02:44:56.960 --> 02:45:03.840
pandemic do not appear anywhere at all
so that kind of put a little hinky in

2290
02:45:03.840 --> 02:45:08.479
the thing so i'd be curious to see what
the partially achieved and achieved

2291
02:45:08.479 --> 02:45:14.080
comes back as
and i would like to make a a point that

2292
02:45:14.080 --> 02:45:17.680
uh matt said it earlier um finding out
that you did not achieve something is

2293
02:45:17.680 --> 02:45:20.399
just as important as finding out that
you achieved something

2294
02:45:20.399 --> 02:45:24.960
because it's all a learning thing and
it's either something you need to expand

2295
02:45:24.960 --> 02:45:28.399
or it's not going to work in your state
or whatever and it's just all a big

2296
02:45:28.399 --> 02:45:31.040
learning
experience so hearing sorry you didn't

2297
02:45:31.040 --> 02:45:34.479
do that well it's not such a bad thing

2298
02:45:35.279 --> 02:45:40.160
i agree with caitlin is that our primary
time is up front

2299
02:45:40.160 --> 02:45:44.000
because we want to gather the
information to get it ready to give to

2300
02:45:44.000 --> 02:45:47.680
the evaluator
and that takes time up front and so

2301
02:45:47.680 --> 02:45:53.040
while they are doing their analysis
it's kind of a quiet time for us and

2302
02:45:53.040 --> 02:45:56.080
then once they get to a certain point
they will have questions

2303
02:45:56.080 --> 02:45:59.200
that they're coming back to us and they
might want to do focus groups or

2304
02:45:59.200 --> 02:46:01.200
interviews
and they want us to make those

2305
02:46:01.200 --> 02:46:04.800
introductions first for example to a
subgrant before they

2306
02:46:04.800 --> 02:46:08.960
they don't want to just cold call them
and say hey guess what i'm an evaluator

2307
02:46:08.960 --> 02:46:13.840
that's like getting those phone calls of
you know you need to renew your vehicle

2308
02:46:13.840 --> 02:46:20.560
warranty or whatever it was but um
um so yeah up front is where the bulk of

2309
02:46:20.560 --> 02:46:23.600
the time is just give
getting everything ready and then once

2310
02:46:23.600 --> 02:46:26.880
we get the draft
is going over with them again and

2311
02:46:26.880 --> 02:46:30.640
sitting down with them
and looking at their recommendations

2312
02:46:30.640 --> 02:46:35.359
right
yeah and i'll just add on to that we had

2313
02:46:35.359 --> 02:46:38.160
to
spend a lot of time with the editing

2314
02:46:38.160 --> 02:46:41.760
process
um and finding that nice balance between

2315
02:46:41.760 --> 02:46:45.920
the narrative
and the the data in there so that was a

2316
02:46:45.920 --> 02:46:49.200
little bit
intense so i think you know just because

2317
02:46:49.200 --> 02:46:53.439
of the timing and how
ours ran i would say i had

2318
02:46:53.439 --> 02:46:57.920
a significant upfront and then a bit of
a lull but then it

2319
02:46:57.920 --> 02:47:04.560
was you know pretty uh constant during
and so you know a busy beginning of the

2320
02:47:04.560 --> 02:47:09.600
summer and then
you know um into october

2321
02:47:09.600 --> 02:47:13.840
it just really you know got a lot of
review

2322
02:47:13.840 --> 02:47:21.840
of the draft plan in the data
it's great thank you so the um

2323
02:47:21.840 --> 02:47:27.040
the final uh official question prepared
question i have but we still have plenty

2324
02:47:27.040 --> 02:47:30.720
of time for others to um
pose any additional questions or have

2325
02:47:30.720 --> 02:47:36.000
additional conversation
um the question i have is what was the

2326
02:47:36.000 --> 02:47:39.760
impact of
the last evaluation um did it inform

2327
02:47:39.760 --> 02:47:48.319
your 2018-2022 plan
and if so um why or why not

2328
02:47:48.319 --> 02:47:52.080
okay uh i'm gonna i had written some
notes here

2329
02:47:52.080 --> 02:47:54.800
and so i'm just gonna read this y'all
just forgive me but i'm afraid i'll

2330
02:47:54.800 --> 02:47:59.439
forget if i don't
the evaluation report verified what the

2331
02:47:59.439 --> 02:48:02.720
slaw staff
thought regarding the usage of lsta

2332
02:48:02.720 --> 02:48:05.520
funds
for example the most common grant

2333
02:48:05.520 --> 02:48:10.080
programs were collection development
and technology and the i.t and

2334
02:48:10.080 --> 02:48:12.880
consulting services
were heavily used by the public

2335
02:48:12.880 --> 02:48:17.200
libraries
there were no major changes added to the

2336
02:48:17.200 --> 02:48:22.319
new plan for the 18 to 22
based on user survey and focus group

2337
02:48:22.319 --> 02:48:25.520
data
having the plan development aspect

2338
02:48:25.520 --> 02:48:30.000
included in the rfp
also helps streamline the process in

2339
02:48:30.000 --> 02:48:34.240
essence the evaluation and development
procedures were actually done

2340
02:48:34.240 --> 02:48:38.560
concurrently so we could do them side by
side

2341
02:48:38.560 --> 02:48:41.920
so afraid i was going to forget
something write it down sure

2342
02:48:41.920 --> 02:48:49.040
no that's helpful information
so um for maine i think the

2343
02:48:49.040 --> 02:48:52.080
the biggest takeaway from the evaluation
and we're

2344
02:48:52.080 --> 02:48:58.800
actually looking at it already based on
um uh response from federal program

2345
02:48:58.800 --> 02:49:02.319
officer that one of our programs was
really too big

2346
02:49:02.319 --> 02:49:06.319
and it had too many activities so we
looked at those

2347
02:49:06.319 --> 02:49:09.840
activities in-house when we were writing
the plan

2348
02:49:09.840 --> 02:49:14.000
based on what was written in the
evaluation and we created

2349
02:49:14.000 --> 02:49:17.760
two new programs out of that one big
program

2350
02:49:17.760 --> 02:49:23.279
so the next plan plan absorbed
many of the same activities and all the

2351
02:49:23.279 --> 02:49:27.040
same kind of things
but you know did you know separate

2352
02:49:27.040 --> 02:49:31.439
separate focus
um we had ce combined with our

2353
02:49:31.439 --> 02:49:35.359
consulting um activities and we split
those

2354
02:49:35.359 --> 02:49:38.880
up and that was probably the the largest
thing

2355
02:49:38.880 --> 02:49:42.640
but then we're really able to kind of
focus on those

2356
02:49:42.640 --> 02:49:47.520
two programs and look at them separately
so i think that was

2357
02:49:47.520 --> 02:49:53.120
the best thing we learned as we were
reading through the evaluation

2358
02:49:53.120 --> 02:50:00.399
was the evaluator's outside
look at you know the program we had

2359
02:50:00.399 --> 02:50:04.640
already changed the program of how we
were working with libraries

2360
02:50:04.640 --> 02:50:08.399
from three regions working towards nine
regions

2361
02:50:08.399 --> 02:50:12.080
or working that way and so it was a
logical time to

2362
02:50:12.080 --> 02:50:18.800
make that change in the plan so um
you know and it was also a time when um

2363
02:50:18.800 --> 02:50:24.640
you know lsta funding
was you know under question and whatever

2364
02:50:24.640 --> 02:50:29.760
and so we really struggled with
writing the plan that year um

2365
02:50:29.760 --> 02:50:36.960
of how aspirational to be because
you know the the the federal funding

2366
02:50:36.960 --> 02:50:41.120
you know in my mind was questionable and
we had people on staff that were

2367
02:50:41.120 --> 02:50:44.960
really worried about using losing the
federal funding

2368
02:50:44.960 --> 02:50:51.120
so um but um i think
the you know the the best thing was is

2369
02:50:51.120 --> 02:50:56.800
that we really were able to take stuff
from the evaluation and work it into the

2370
02:50:56.800 --> 02:51:00.000
new five-year plan

2371
02:51:00.240 --> 02:51:02.560
great

2372
02:51:03.680 --> 02:51:07.279
um well for for us the last round was
kind of like

2373
02:51:07.279 --> 02:51:12.160
an anomaly for illinois the last
evaluation and plan

2374
02:51:12.160 --> 02:51:15.840
were due in the mid midst of the budget
crisis that we were going through in

2375
02:51:15.840 --> 02:51:19.680
illinois
uh for those of you that didn't know for

2376
02:51:19.680 --> 02:51:22.399
two years
the state of illinois was without a

2377
02:51:22.399 --> 02:51:26.000
state budget
there was absolutely no spending

2378
02:51:26.000 --> 02:51:29.920
authority which
meant we couldn't make our moe for two

2379
02:51:29.920 --> 02:51:32.640
years
because we didn't have the authority to

2380
02:51:32.640 --> 02:51:37.439
spend money
and organizations dependent on state

2381
02:51:37.439 --> 02:51:44.560
funding were shuttering their doors
we drafted the 2018-22 plan while we

2382
02:51:44.560 --> 02:51:49.760
were in survival mode
we were carefully watching our draw down

2383
02:51:49.760 --> 02:51:54.000
of the lsta funds
so that the limited matching funds we

2384
02:51:54.000 --> 02:51:59.200
had could cover
lsta funds being drawn down forget the

2385
02:51:59.200 --> 02:52:04.399
moe we were worried about the match
we weren't comfort comfortable proposing

2386
02:52:04.399 --> 02:52:08.160
to do
anything perceived as innovative and

2387
02:52:08.160 --> 02:52:11.760
creative
during that time when survival was the

2388
02:52:11.760 --> 02:52:16.240
key word
and status quo was a good thing so there

2389
02:52:16.240 --> 02:52:19.120
were no
major changes at that time that we made

2390
02:52:19.120 --> 02:52:24.960
to our five-year plan
however the um evaluation

2391
02:52:24.960 --> 02:52:28.000
gave us some really good information and
you know

2392
02:52:28.000 --> 02:52:32.560
matt talked about partially meeting some
of your goals

2393
02:52:32.560 --> 02:52:37.200
we looked at that as opportunities that
maybe those were goals that should

2394
02:52:37.200 --> 02:52:42.080
continue
because the library still needed time to

2395
02:52:42.080 --> 02:52:45.920
address those issues and so that's how
we looked at it

2396
02:52:45.920 --> 02:52:51.279
as well and
we used we asked for recommendations

2397
02:52:51.279 --> 02:52:56.960
from the evaluator and used those
in our plan with him also realizing

2398
02:52:56.960 --> 02:53:01.600
that it was survival time at that point

2399
02:53:02.240 --> 02:53:08.640
it's really really insightful um
yeah well i i appreciate all of your

2400
02:53:08.640 --> 02:53:13.040
perspectives and we still have
plenty of time for questions i

2401
02:53:13.040 --> 02:53:19.520
what you were mentioning karen um also
just reminds me of how

2402
02:53:19.520 --> 02:53:23.439
the five-year planning process really
does help

2403
02:53:23.439 --> 02:53:29.120
empower each state to take the broader
purposes and priorities of lsta and

2404
02:53:29.120 --> 02:53:32.800
tailor it to
what you all know is specifically going

2405
02:53:32.800 --> 02:53:35.279
on in your state and i think that's a
really

2406
02:53:35.279 --> 02:53:39.600
what you just described karen as a great
um reflection of of its

2407
02:53:39.600 --> 02:53:45.439
value in that way um we have a question
from sulein but at the same time

2408
02:53:45.439 --> 02:53:49.760
i neglected at the beginning of this
panel to push out another poll

2409
02:53:49.760 --> 02:53:54.880
it's a very quick one and if madison can
do that while i ask swollen's question

2410
02:53:54.880 --> 02:54:00.880
it just gives us a sense of um
how many folks who have or in attendance

2411
02:54:00.880 --> 02:54:03.760
today
have done an evaluation before or if

2412
02:54:03.760 --> 02:54:06.640
this is their first time
we're very curious to know kind of what

2413
02:54:06.640 --> 02:54:11.040
the what the forecast is
for all for everybody across the country

2414
02:54:11.040 --> 02:54:16.399
this uh this time around
so sullen's question was do you think

2415
02:54:16.399 --> 02:54:19.760
the evaluator's location will matter
this time

2416
02:54:19.760 --> 02:54:23.040
she was thinking much of it could be
remote with

2417
02:54:23.040 --> 02:54:29.279
with little to no travel compared to
the last cycle

2418
02:54:30.880 --> 02:54:34.960
i i think it will help because we tried
to do some

2419
02:54:34.960 --> 02:54:38.479
remote stuff but you know just trying to
gather people

2420
02:54:38.479 --> 02:54:42.080
together you know when the evaluators
had

2421
02:54:42.080 --> 02:54:45.359
you know like here are the days i can
come to maine now

2422
02:54:45.359 --> 02:54:49.439
we have to find the people that can come
to the focus group on that day

2423
02:54:49.439 --> 02:54:55.600
at that specific time so there was
you know you know i think because our

2424
02:54:55.600 --> 02:55:00.319
evaluator
um had actually too much to do that was

2425
02:55:00.319 --> 02:55:04.399
a problem so i think everybody's really
used to zoom now and so

2426
02:55:04.399 --> 02:55:08.640
i'm really kind of looking forward to it
because um

2427
02:55:08.640 --> 02:55:14.479
i i think that will be super helpful and
you know i'm looking forward to it i

2428
02:55:14.479 --> 02:55:18.319
think there'll be actually more
communication

2429
02:55:20.640 --> 02:55:25.279
yeah i think oh go ahead i'm sorry
i think that's what we expect as well

2430
02:55:25.279 --> 02:55:28.399
the the previous three that i was here
for

2431
02:55:28.399 --> 02:55:32.319
like i said the uh one of the
evaluations

2432
02:55:32.319 --> 02:55:36.319
was in state and then kate of course is
just over in georgia so she could just

2433
02:55:36.319 --> 02:55:40.160
hop of course
across the border over here so these

2434
02:55:40.160 --> 02:55:43.200
the ones that we're i believe that we
will be using and i

2435
02:55:43.200 --> 02:55:47.040
forget what state they're from but
they're not from here and

2436
02:55:47.040 --> 02:55:51.040
but i think that janet's right it's
going to be zoom meeting time

2437
02:55:51.040 --> 02:55:58.000
i really do something different
absolutely yeah i think zoom is going to

2438
02:55:58.000 --> 02:56:03.040
be really popular
for for um answering questions about

2439
02:56:03.040 --> 02:56:06.800
the evaluation and the use of the funds
well y'all don't know it but see i've

2440
02:56:06.800 --> 02:56:13.840
got my jamma pants on down here i'm just

2441
02:56:15.920 --> 02:56:22.080
well we have the results of the poll oh
and 53 of you

2442
02:56:22.080 --> 02:56:26.000
have previously been involved in the
five-year valuation

2443
02:56:26.000 --> 02:56:34.319
um and 47 have not so
right just give you 47 english

2444
02:56:34.880 --> 02:56:42.319
and 8 percent is terry developed
i will have beaten that to the ground

2445
02:56:42.319 --> 02:56:46.720
and i'm still i'm still there with it
uh but that's that's great and you know

2446
02:56:46.720 --> 02:56:50.399
it also speaks to
um how well of a community of practice

2447
02:56:50.399 --> 02:56:57.359
all the lst coordinators are as well
so um hopefully with our continuing um

2448
02:56:57.359 --> 02:57:01.279
informal meetups i'm sure that these
kinds of more specific questions will

2449
02:57:01.279 --> 02:57:04.240
come up
i think michael from wisconsin already

2450
02:57:04.240 --> 02:57:08.160
uh
posted uh the alabama

2451
02:57:08.160 --> 02:57:12.680
rfp that's on i forget
it's on a website somewhere

2452
02:57:12.680 --> 02:57:16.720
libraryconsultants.org i think
um and so you know there's there's

2453
02:57:16.720 --> 02:57:22.560
plenty of um
there's plenty of knowledge to uh

2454
02:57:22.560 --> 02:57:28.720
absorb among our peers so
i am i'm thrilled to hear from

2455
02:57:28.720 --> 02:57:32.640
from everyone's perspective i am
exceptionally grateful for karen kellen

2456
02:57:32.640 --> 02:57:37.200
and janet for
be willing to share um their experience

2457
02:57:37.200 --> 02:57:41.200
uh and their expertise they are all very
um

2458
02:57:41.200 --> 02:57:45.040
evaluations are all very you know
special snowflakes

2459
02:57:45.040 --> 02:57:48.560
every every cycle so uh it's great to
hear

2460
02:57:48.560 --> 02:57:52.560
the different approaches that that you
can take

2461
02:57:52.640 --> 02:57:56.240
yeah i i think i answered in the chat
somebody was talking about

2462
02:57:56.240 --> 02:57:59.680
how much how much money and i think
karen you did

2463
02:57:59.680 --> 02:58:04.960
as as well so you know
for both of us i think it was under

2464
02:58:04.960 --> 02:58:07.600
twenty five thousand dollars but i did
see that question

2465
02:58:07.600 --> 02:58:10.720
in the yeah so that's a good one i think
our

2466
02:58:10.720 --> 02:58:16.960
i think our last one was probably at
it was 35 36 something

2467
02:58:16.960 --> 02:58:20.319
like that sure sick wasn't over 100 like
those other people i thought oh my god

2468
02:58:20.319 --> 02:58:25.040
right i was like wow okay

2469
02:58:26.800 --> 02:58:30.880
excellent well if there aren't any more
questions i think we can

2470
02:58:30.880 --> 02:58:37.200
wrap up a teensy bit early um but
thank you again to our panelists i'll

2471
02:58:37.200 --> 02:58:42.800
clap on behalf of
all of our all of our co-attendees

2472
02:58:42.800 --> 02:58:50.479
um yes and so i will bring us back to
our regularly scheduled powerpoint slide

2473
02:58:50.479 --> 02:59:01.840
thank you all thanks dennis

2474
02:59:02.160 --> 02:59:05.600
and while that's getting switched out
thank you panelists

2475
02:59:05.600 --> 02:59:09.359
um for that state perspective that we
frankly can't give

2476
02:59:09.359 --> 02:59:14.479
as imls that is so valuable to everybody
on the call today

2477
02:59:14.479 --> 02:59:17.920
um we're coming to the time in our
program

2478
02:59:17.920 --> 02:59:22.960
that we we hope you've stuck around for
because we always enjoy this so much

2479
02:59:22.960 --> 02:59:26.399
it's a chance for us to reflect on all
the great things that you have done

2480
02:59:26.399 --> 02:59:30.720
over the course of this year dennis
already mentioned

2481
02:59:30.720 --> 02:59:35.439
michael dennison's great work to sort of
gather up these evaluation

2482
02:59:35.439 --> 02:59:39.680
details a special shout out to michael
in wisconsin

2483
02:59:39.680 --> 02:59:43.279
and we have more and then as soon as
we're done with this

2484
02:59:43.279 --> 02:59:46.640
i have gotten confirmation that cam will
come back

2485
02:59:46.640 --> 02:59:50.560
and he we will do the lightning round of
the two cfr 200

2486
02:59:50.560 --> 02:59:54.720
uh questions um and they may be you know
a little partial but

2487
02:59:54.720 --> 02:59:58.560
we'll do our best and then we'll
officially wrap up for the day so please

2488
02:59:58.560 --> 03:00:02.560
stick around
um and at this point to handle our

2489
03:00:02.560 --> 03:00:06.479
recognition portion
i want to turn it over to our program

2490
03:00:06.479 --> 03:00:09.359
specialist
laura mckenzie who many of you are

2491
03:00:09.359 --> 03:00:12.399
probably going to hear from and see for
the first time so please

2492
03:00:12.399 --> 03:00:19.120
uh yay welcome laura
thanks so much terry um i am very

2493
03:00:19.120 --> 03:00:24.399
happy to present uh some great awards
for all of you

2494
03:00:24.399 --> 03:00:29.120
and in keeping with our travel theme
here our first award category is

2495
03:00:29.120 --> 03:00:35.279
priority boarding
and these will go to earliest spr

2496
03:00:35.279 --> 03:00:38.880
submissions so you know whenever you
travel

2497
03:00:38.880 --> 03:00:42.080
it's always a good idea to get to the
airport or train station

2498
03:00:42.080 --> 03:00:46.560
early just to be sure that everything is
going as planned

2499
03:00:46.560 --> 03:00:50.560
this year we are pleased to recognize
states that submitted their spr

2500
03:00:50.560 --> 03:00:55.359
early as our early birds
and the following states had the

2501
03:00:55.359 --> 03:01:00.640
earliest submission
the first is from maine on december 3rd

2502
03:01:00.640 --> 03:01:06.800
thank you maine nebraska
was the second earliest submission

2503
03:01:06.800 --> 03:01:10.720
sending it in
on december 4th

2504
03:01:11.279 --> 03:01:16.160
and our third award goes to idaho they
submitted the report on december

2505
03:01:16.160 --> 03:01:20.240
7th thank you so much it makes it so
much easier

2506
03:01:20.240 --> 03:01:23.279
for the program officers to begin the
flight

2507
03:01:23.279 --> 03:01:30.160
that is starting the spr report
next up is the pre-check category so

2508
03:01:30.160 --> 03:01:34.479
this is for
fastest certs and assurances

2509
03:01:34.479 --> 03:01:40.000
as you know another good tip is to use
pre-check when you're traveling

2510
03:01:40.000 --> 03:01:43.520
and when we send out the award document
we asked

2511
03:01:43.520 --> 03:01:48.960
that you return the certs and assurances
within 10 days so we would love to

2512
03:01:48.960 --> 03:01:53.040
recognize the following states that
quickly got their paperwork

2513
03:01:53.040 --> 03:01:58.080
completed it was as if they'd signed up
for the pre-check service

2514
03:01:58.080 --> 03:02:07.680
thank you alaska maryland
michigan and west virginia

2515
03:02:07.680 --> 03:02:13.439
all of them submitted their certs on
january 21st

2516
03:02:13.600 --> 03:02:18.399
and now we'll recognize our tour guides
or mentors

2517
03:02:18.399 --> 03:02:21.680
of course when you're traveling and
going someplace new

2518
03:02:21.680 --> 03:02:26.640
it's always good to have a tour guide
someone who makes the trip go smoother

2519
03:02:26.640 --> 03:02:31.040
so we would like to recognize the
following people who have acted as tour

2520
03:02:31.040 --> 03:02:34.640
guides
sharing with new coordinators their

2521
03:02:34.640 --> 03:02:38.800
administrative knowledge
of the grants to states program the

2522
03:02:38.800 --> 03:02:44.560
first mentor we are recognizing
is cindy borden from ohio

2523
03:02:44.560 --> 03:02:52.960
thank you cindy next rachel cook
from utah karen riesch from michigan

2524
03:02:52.960 --> 03:02:56.880
jennifer peacock from mississippi karen
egan

2525
03:02:56.880 --> 03:03:05.200
from illinois gene healey from colorado
janet mckinney from maine nancy medema

2526
03:03:05.200 --> 03:03:11.600
from iowa and kathleen moyer
pfeiffer from new jersey and we would

2527
03:03:11.600 --> 03:03:14.640
also
like to especially thank three people

2528
03:03:14.640 --> 03:03:19.600
who are stepping down
from the mentor role a few of our very

2529
03:03:19.600 --> 03:03:23.840
own
rick steves if you will judy tyree from

2530
03:03:23.840 --> 03:03:28.240
oklahoma
debbie hall from arkansas and jamie ball

2531
03:03:28.240 --> 03:03:32.319
from arizona
we would like to acknowledge the

2532
03:03:32.319 --> 03:03:36.240
contributions these women have made
over the years in sharing their

2533
03:03:36.240 --> 03:03:40.000
experience
an extensive knowledge of the grant

2534
03:03:40.000 --> 03:03:42.479
program

2535
03:03:42.560 --> 03:03:48.720
now lastly fiscal
frequent flyers that's all of you all of

2536
03:03:48.720 --> 03:03:53.200
the terries
all of the states everyone knows that

2537
03:03:53.200 --> 03:03:56.399
when you're a frequent flyer you win
rewards

2538
03:03:56.399 --> 03:04:00.000
this has been a really tough year for
all of you because you have had to

2539
03:04:00.000 --> 03:04:04.399
manage
multiple grants so imls is acknowledging

2540
03:04:04.399 --> 03:04:08.399
you
with a frequent grant recipient award

2541
03:04:08.399 --> 03:04:13.200
we truly appreciate all of your efforts
in grant management

2542
03:04:13.200 --> 03:04:18.000
this award entitles you to contact imls
if you have any trouble with your

2543
03:04:18.000 --> 03:04:23.359
tickets can't find your seat
or your luggage imls

2544
03:04:23.359 --> 03:04:30.880
program staff is here to help you
and now i'll turn it back to terry

2545
03:04:30.880 --> 03:04:37.600
oh thank you and well done state
recipients of the the travel pun awards

2546
03:04:37.600 --> 03:04:42.560
and thank you for the great
chat dialogue that is improving upon our

2547
03:04:42.560 --> 03:04:48.880
ideas we will look for the spr platinum
edition at some point in the future

2548
03:04:48.880 --> 03:04:54.800
um so at this point we we are finishing
like nice and early on our scheduled

2549
03:04:54.800 --> 03:04:58.720
program
so let's take some time and do the cam

2550
03:04:58.720 --> 03:05:02.000
strawbridge round two we've got our
questions

2551
03:05:02.000 --> 03:05:07.200
teed up and then also as um cam's sort
of unmuting and getting ready to

2552
03:05:07.200 --> 03:05:11.760
to answer this barrage of questions i'll
just note that tomorrow

2553
03:05:11.760 --> 03:05:18.560
um we the the terry devoe
plethora of identities was fine today

2554
03:05:18.560 --> 03:05:23.120
tomorrow we actually need to somehow
address this because we've got to get

2555
03:05:23.120 --> 03:05:28.160
you guys into breakout groups
so if you come in using the same link

2556
03:05:28.160 --> 03:05:33.200
that you did today
please be sure to change your name by as

2557
03:05:33.200 --> 03:05:36.479
mary susie said you can turn on your
camera real quick to figure out which

2558
03:05:36.479 --> 03:05:39.760
terry to vote you are
you can go to the three dots and you can

2559
03:05:39.760 --> 03:05:42.479
rename yourself and we would appreciate
that

2560
03:05:42.479 --> 03:05:46.800
um even better if you did register for
the conference

2561
03:05:46.800 --> 03:05:50.800
you should be able to somewhere in your
email find that registration

2562
03:05:50.800 --> 03:05:55.840
confirmation and come in
under the link that is specific to you

2563
03:05:55.840 --> 03:06:01.200
um we we did not intend to give you my
credential we really thought it was a

2564
03:06:01.200 --> 03:06:06.560
generic one so uh clearly we messed up
but um tomorrow you can you know look

2565
03:06:06.560 --> 03:06:10.240
for that
identifier registration email that you

2566
03:06:10.240 --> 03:06:14.240
have or you can register again
and i think dennis is going to put great

2567
03:06:14.240 --> 03:06:18.000
it's in the chat box right now
doesn't matter if you already registered

2568
03:06:18.000 --> 03:06:20.720
you can register again get another
confirmation

2569
03:06:20.720 --> 03:06:24.240
and then come in as yourself tomorrow
because that'll make

2570
03:06:24.240 --> 03:06:29.200
dennis's job a lot easier and we all
want to make dennis's job a lot easier

2571
03:06:29.200 --> 03:06:35.200
so um at this point let us
go back to some questions that we combed

2572
03:06:35.200 --> 03:06:38.080
through the chat and thought were
probably unanswered

2573
03:06:38.080 --> 03:06:43.359
um so we're having all kinds of whiplash
today we're going back and forth on the

2574
03:06:43.359 --> 03:06:48.399
five-year evaluations now we're back to
two cfr 200 regulatory stuff

2575
03:06:48.399 --> 03:06:54.960
um so cam are you up and with us
up up and with you and i didn't i didn't

2576
03:06:54.960 --> 03:06:57.600
make the screen go down as soon as i
started talking so i'm

2577
03:06:57.600 --> 03:07:03.840
i'm feeling 100 awesome
awesome uh we are up and away so the

2578
03:07:03.840 --> 03:07:08.399
the question um that i had written down
first as unanswered

2579
03:07:08.399 --> 03:07:15.439
is there a threshold for duns and now
the ue and uh we were interpreting that

2580
03:07:15.439 --> 03:07:20.800
as maybe a dollar threshold where you
would or would not have to use a duns or

2581
03:07:20.800 --> 03:07:23.600
a ue with your sub recipient so i hope
that's the correct

2582
03:07:23.600 --> 03:07:29.600
interpretation yeah i
i look uh very quickly at this and i i

2583
03:07:29.600 --> 03:07:33.439
forgot to say at the beginning of
this isn't necessarily legal advice i'm

2584
03:07:33.439 --> 03:07:37.279
just trying to uh
just be as helpful generally as i can i

2585
03:07:37.279 --> 03:07:41.520
probably the place to look for that
um and i i just checked quickly is is

2586
03:07:41.520 --> 03:07:45.520
two
cfr part 25 uh which talks about

2587
03:07:45.520 --> 03:07:49.680
registering in sam
i checked that and the only uh dollar

2588
03:07:49.680 --> 03:07:56.080
threshold
i saw was for foreign organizations

2589
03:07:56.080 --> 03:08:03.279
and if they're less than 25 000
or if the agency of the imls grants an

2590
03:08:03.279 --> 03:08:07.600
emergency exception
for someone so they wouldn't have to get

2591
03:08:07.600 --> 03:08:12.720
a registration number
uei or or uh duns um

2592
03:08:12.720 --> 03:08:15.840
but if even if finalists granted that
they would still have to get

2593
03:08:15.840 --> 03:08:20.640
um the registration within 30 days so i
didn't see a

2594
03:08:20.640 --> 03:08:24.240
low value dollar um amount to that i
think

2595
03:08:24.240 --> 03:08:29.279
i think everybody who's going to be a
recipient and soon a sub recipient

2596
03:08:29.279 --> 03:08:35.120
will need to register for the uei
certainly and don's right now

2597
03:08:35.120 --> 03:08:40.880
right still october first yeah
on that same uei topic there was a

2598
03:08:40.880 --> 03:08:44.800
question can schools use their
district's ueis and can public libraries

2599
03:08:44.800 --> 03:08:50.080
use their municipalities
ueis uh i'm

2600
03:08:50.080 --> 03:08:54.160
without knowing more detail i would say
that sounds okay

2601
03:08:54.160 --> 03:08:58.399
likely yes in practice i'll say we have
seen

2602
03:08:58.399 --> 03:09:03.439
that um used when we make metals awards
for example

2603
03:09:03.439 --> 03:09:08.560
and um that is you know a public library
using a city's duns number

2604
03:09:08.560 --> 03:09:11.840
um is sort of the equivalent of that
that we know

2605
03:09:11.840 --> 03:09:19.960
happens now
are there okay next question are there

2606
03:09:19.960 --> 03:09:25.120
exclusions to what may be included in
calculating indirect costs

2607
03:09:25.120 --> 03:09:33.600
and in parentheses equipment tuition etc
yeah so um if you're getting

2608
03:09:33.600 --> 03:09:36.880
a negotiate a federally negotiated
indirect cost rate

2609
03:09:36.880 --> 03:09:41.040
there there probably are various
exclusion there's a whole

2610
03:09:41.040 --> 03:09:46.880
appendix in tcfr on negotiating
rates with the feds and it may depend if

2611
03:09:46.880 --> 03:09:50.080
you're a state if you're a hospital if
you're a non-profit

2612
03:09:50.080 --> 03:09:54.000
um so i don't have a definitive final
answer on that

2613
03:09:54.000 --> 03:09:59.520
um i would say if uh if
your sub recipient is going for the de

2614
03:09:59.520 --> 03:10:04.479
minimis 10
rate um which is available under

2615
03:10:04.479 --> 03:10:12.239
uh 200.414
f uh which says basically

2616
03:10:12.239 --> 03:10:16.880
a sub can apply uh ten percent the
minimus rate

2617
03:10:16.880 --> 03:10:20.319
to get ready for this to the modified
total direct

2618
03:10:20.319 --> 03:10:27.760
cost mtdc um and if you
if you're into cfr part 200 uh model

2619
03:10:27.760 --> 03:10:32.960
or mtdc is defined there's a whole
definition for it but it basically means

2620
03:10:32.960 --> 03:10:39.439
um you're applying the 10 to
all direct salaries and wages applicable

2621
03:10:39.439 --> 03:10:44.479
fringe benefits
materials and supplies services travel

2622
03:10:44.479 --> 03:10:49.040
and up to the first twenty five thousand
dollars of each sub award

2623
03:10:49.040 --> 03:10:52.960
regardless the period of performance the
sub awards

2624
03:10:52.960 --> 03:10:56.800
mtdc which is again you're applying the
ten percent to mtdc

2625
03:10:56.800 --> 03:11:03.120
modified total record cost excludes
equipment capital expenditures charges

2626
03:11:03.120 --> 03:11:08.239
for patient care
rental costs uh tuition remission

2627
03:11:08.239 --> 03:11:13.200
scholarships and fellowships um
participant support costs and the

2628
03:11:13.200 --> 03:11:17.520
portion of each sub-award in excess of
twenty-five thousand dollars

2629
03:11:17.520 --> 03:11:21.120
uh other items may be excluded may only
be excluded when

2630
03:11:21.120 --> 03:11:26.880
um necessary to avoid a serious inequity
in the distribution of an of indirect

2631
03:11:26.880 --> 03:11:31.439
cost and with the approval for the
of the cognizant agency for indirect

2632
03:11:31.439 --> 03:11:36.000
costs
so if you start by going

2633
03:11:36.000 --> 03:11:43.040
to 200.414 f
talks about the 10 it's applied to model

2634
03:11:43.040 --> 03:11:46.239
uh it's a modified total direct cost
which is defined

2635
03:11:46.239 --> 03:11:52.720
um in the definition section of 200
part 202 cfr 200

2636
03:11:52.720 --> 03:11:56.399
on the definition section that that
basically tells you

2637
03:11:56.399 --> 03:12:01.600
um what can be included or not included
in the 10

2638
03:12:02.160 --> 03:12:06.800
great thank you cam um there was a
question about whether

2639
03:12:06.800 --> 03:12:15.520
the fafada um reporting system fsrs
and fifata will be switching to the ue

2640
03:12:15.520 --> 03:12:20.560
numbers i don't have an answer to that
that may be

2641
03:12:20.560 --> 03:12:24.640
there's a lot of guidance that's being
threatened to be rolled out

2642
03:12:24.640 --> 03:12:30.560
um on on the whole use of uei
um we haven't we haven't seen it yet um

2643
03:12:30.560 --> 03:12:35.680
so i would imagine
um if there is guidance it's going to be

2644
03:12:35.680 --> 03:12:42.960
forthcoming thank you
um okay there was a note

2645
03:12:42.960 --> 03:12:46.960
that there was a plethora of concerns
around the ue that were discussed on the

2646
03:12:46.960 --> 03:12:50.560
listserv
this was the lsta coordinators listserv

2647
03:12:50.560 --> 03:12:54.640
can we expect
more guidance uh

2648
03:12:54.640 --> 03:12:58.000
yeah well first of all you're not alone
the federal government is still waiting

2649
03:12:58.000 --> 03:13:00.960
for
agencies are still waiting for more

2650
03:13:00.960 --> 03:13:06.080
guidance uh i think omb understands that
we've been on some calls where they say

2651
03:13:06.080 --> 03:13:10.880
it's it's coming it's coming
uh but i i think um

2652
03:13:10.880 --> 03:13:14.160
you probably will we'll you'll hear it
when we hear it but

2653
03:13:14.160 --> 03:13:18.479
they're they do anticipate more guidance
on this so

2654
03:13:18.479 --> 03:13:24.960
stay tuned just add if
today's presentations did not cover your

2655
03:13:24.960 --> 03:13:28.080
specific concerns
please let your program officer know

2656
03:13:28.080 --> 03:13:31.680
it's really helpful to us
um to both feed these kinds of questions

2657
03:13:31.680 --> 03:13:34.399
to cam and to see
you know what it is that we might need

2658
03:13:34.399 --> 03:13:39.359
to do some kind of presentation or
clarification around

2659
03:13:39.359 --> 03:13:45.120
these are all great questions too
okay um there was a specific question

2660
03:13:45.120 --> 03:13:49.600
about indirect cost rates
would selecting a radio button option

2661
03:13:49.600 --> 03:13:55.359
count as negotiation
for an indirect cost rate um

2662
03:13:55.359 --> 03:14:00.239
depends what's playing now i would say
i guess we're talking about a radio

2663
03:14:00.239 --> 03:14:04.640
button in a
that the sub the sub recipient would

2664
03:14:04.640 --> 03:14:08.560
press
saying yes

2665
03:14:08.560 --> 03:14:15.200
i would say i would say probably
omb has said um a couple years ago that

2666
03:14:15.200 --> 03:14:18.800
that indirect costs are not are not bad
things

2667
03:14:18.800 --> 03:14:22.560
so i think there's a recognition that
they are

2668
03:14:22.560 --> 03:14:27.359
legitimate costs so and they've they've
spelled out more in terms of the

2669
03:14:27.359 --> 03:14:30.560
negotiating
negotiating one with the sub or letting

2670
03:14:30.560 --> 03:14:36.000
them used to 10 i would say
probably a radio button in of itself

2671
03:14:36.000 --> 03:14:39.120
isn't isn't prohibited but you just you
want to

2672
03:14:39.120 --> 03:14:42.239
you want to make it so you're not
somehow

2673
03:14:42.239 --> 03:14:47.040
pressuring the the sub not to take
indirect costs or to take a lower one so

2674
03:14:47.040 --> 03:14:50.319
you can use a radio button if that's
part of your negotiation it's probably

2675
03:14:50.319 --> 03:14:52.640
better
to actually have more of a discussion

2676
03:14:52.640 --> 03:14:56.399
but i
i don't see that that would be per se

2677
03:14:56.399 --> 03:15:01.920
prohibited
that's great um i did not copy down

2678
03:15:01.920 --> 03:15:08.000
all the you know the should and the must
questions around um

2679
03:15:08.000 --> 03:15:11.359
some of the reporting deadlines because
i think that pretty much got fleshed out

2680
03:15:11.359 --> 03:15:14.880
in the chat as well as some of the
indirect cost rate questions

2681
03:15:14.880 --> 03:15:18.560
if you still have questions you can put
them in the chat now and i've seen

2682
03:15:18.560 --> 03:15:25.200
we have a few more so here's
one from our recent batch cam can you

2683
03:15:25.200 --> 03:15:29.520
clarify
the 90-day rule around the reporting due

2684
03:15:29.520 --> 03:15:33.359
date
what does negotiate an earlier date mean

2685
03:15:33.359 --> 03:15:37.080
if an earlier date is indicated in the
contract is that sufficient

2686
03:15:37.080 --> 03:15:43.040
negotiation um
so i guess we're talking about when

2687
03:15:43.040 --> 03:15:45.680
you're when you're working with your
subs

2688
03:15:45.680 --> 03:15:51.200
and you're they have 90 days
under the regs right now to get you

2689
03:15:51.200 --> 03:15:54.880
their final reports
they they had 90 days before that hasn't

2690
03:15:54.880 --> 03:15:59.279
changed they don't have any more days
um and i think the only thing that reg

2691
03:15:59.279 --> 03:16:04.239
says about
a shorter date is um you it could be

2692
03:16:04.239 --> 03:16:09.040
shorter than 90 days
i think if acceptable to you and the sub

2693
03:16:09.040 --> 03:16:14.800
um but i think they still
you know if they if they said no i think

2694
03:16:14.800 --> 03:16:19.439
it would it would still be they still
have 90 days

2695
03:16:20.960 --> 03:16:28.080
um i'm looking
here's a question uh do subcontractors

2696
03:16:28.080 --> 03:16:33.200
have to be reported in fifata
and sign all of the sub awards certs

2697
03:16:33.200 --> 03:16:37.520
and have a ue we have one contractor run
a program

2698
03:16:37.520 --> 03:16:43.680
for us um
i'm i might have to look more into that

2699
03:16:43.680 --> 03:16:48.239
but i think the
the ue applies to um

2700
03:16:48.239 --> 03:16:56.000
sub-recipients not contractors um
but as of now all you can't you have to

2701
03:16:56.000 --> 03:16:58.960
let
subs know that you you can't give them a

2702
03:16:58.960 --> 03:17:03.359
sub award until they
um well until they have a ue which will

2703
03:17:03.359 --> 03:17:06.560
be
after october 1st um but you can't make

2704
03:17:06.560 --> 03:17:10.880
the award until they actually have one
now i guess a distinction omb thinks is

2705
03:17:10.880 --> 03:17:15.760
important is
they just need to get a you a ue

2706
03:17:15.760 --> 03:17:20.319
they don't necessarily have to be to go
through the full sam registration

2707
03:17:20.319 --> 03:17:23.920
so i think there's a way in sam you just
get a ue

2708
03:17:23.920 --> 03:17:29.120
by itself without for the sub without
the sub having to go through a full

2709
03:17:29.120 --> 03:17:32.479
full blown exam registration

2710
03:17:33.520 --> 03:17:38.560
um i think this is in response to that
first question we asked you about the

2711
03:17:38.560 --> 03:17:43.920
threshold for dunns
like a dollar amount um karen egan noted

2712
03:17:43.920 --> 03:17:47.680
since duns is necessary for the fodder
reporting we could think about the

2713
03:17:47.680 --> 03:17:52.640
thirty thousand dollar
um amount as a threshold

2714
03:17:52.640 --> 03:17:57.279
if that is helpful i don't know cam if
you have thoughts on that

2715
03:17:57.279 --> 03:18:00.880
yeah i think i think karen's right i
think um

2716
03:18:00.880 --> 03:18:07.680
that what's changed from before and that
um and that on that topic is

2717
03:18:07.680 --> 03:18:16.080
it used to be 25 000 for reporting subs
and they've moved it up to 30 000. um

2718
03:18:16.160 --> 03:18:19.120
i don't know if that answers the
question that's really the only change i

2719
03:18:19.120 --> 03:18:23.439
saw that they made
so uh the usual practice plus the change

2720
03:18:23.439 --> 03:18:27.680
to a higher threshold
i i'm not sure how many how many fewer

2721
03:18:27.680 --> 03:18:31.200
you'd have to
to report you know between 25 000 30 but

2722
03:18:31.200 --> 03:18:34.319
uh it's 30 now

2723
03:18:34.720 --> 03:18:37.760
that's great um there's some questions
around you know the

2724
03:18:37.760 --> 03:18:41.120
or just some comments maybe around the
timing

2725
03:18:41.120 --> 03:18:46.880
of distributing arpa funds and what kind
of identifiers might be needed

2726
03:18:46.880 --> 03:18:50.000
um for the near term dones would be fine
it seems

2727
03:18:50.000 --> 03:18:56.399
and i think we agree with that
uh the ue will come later cam had a

2728
03:18:56.399 --> 03:18:59.760
slide on that it had
you know a fall date when duns and ue

2729
03:18:59.760 --> 03:19:03.200
would sort of be moving together for a
while and then

2730
03:19:03.200 --> 03:19:07.200
ue all the way next april that that's
right so

2731
03:19:07.200 --> 03:19:11.120
from what i understand again this is i
haven't seen this as a formal full roll

2732
03:19:11.120 --> 03:19:18.640
out but from conversations uh
with omb on interagency groups right now

2733
03:19:18.640 --> 03:19:25.040
through october 1st
it's dunn's number um from october 1st

2734
03:19:25.040 --> 03:19:28.160
through uh i think it's going to be
april 4th

2735
03:19:28.160 --> 03:19:32.880
of next year you can use either ue or
duns

2736
03:19:32.880 --> 03:19:36.640
and then they after april fourth it
switches over and they'll only accept

2737
03:19:36.640 --> 03:19:40.080
um huey

2738
03:19:41.520 --> 03:19:46.000
and then gene in colorado was asking
something that another state

2739
03:19:46.000 --> 03:19:50.160
kind of already answered but can a sub
award be reduced by the amount

2740
03:19:50.160 --> 03:19:54.399
of the indirect costs

2741
03:19:57.760 --> 03:20:03.040
and michael dennison offered some um
examples in wisconsin of how they do

2742
03:20:03.040 --> 03:20:05.279
that

2743
03:20:06.800 --> 03:20:10.960
yeah are you thinking in terms of a cost
share from the sub

2744
03:20:10.960 --> 03:20:17.600
using their their indirect cost is their
as their contributions their cost share

2745
03:20:17.600 --> 03:20:20.239
thereby reducing the amount you would
provide

2746
03:20:20.239 --> 03:20:25.279
under the sub award itself
dean feel free to unmute if it's easier

2747
03:20:25.279 --> 03:20:29.840
to just talk through this

2748
03:20:30.880 --> 03:20:34.640
thank you yes it's easier to talk let's
say that

2749
03:20:34.640 --> 03:20:38.000
a library applies for a grant and asks
for ten thousand dollars

2750
03:20:38.000 --> 03:20:43.359
but then they want to also um
charge a indirect cost rate of 10

2751
03:20:43.359 --> 03:20:48.399
percent well then can i take that 10
off of the 10 000 and say okay you can

2752
03:20:48.399 --> 03:20:51.600
have your 10
000 award but it's just gonna give you

2753
03:20:51.600 --> 03:20:56.720
less money to do your actual
um purchasing for your project

2754
03:20:56.720 --> 03:21:00.239
um yeah let me let me think through this
here so

2755
03:21:00.239 --> 03:21:05.920
um a couple of things and i
i know we just we talked about indirect

2756
03:21:05.920 --> 03:21:09.359
cost rates a lot
during my regular presentation i sort of

2757
03:21:09.359 --> 03:21:14.800
uh went through that quickly i went back
and looked uh again these these

2758
03:21:14.800 --> 03:21:18.080
requirements
on the on the states as pass-through

2759
03:21:18.080 --> 03:21:22.800
entities are all
are found in 200.332

2760
03:21:22.800 --> 03:21:26.000
which is requirements for pass-through
entities

2761
03:21:26.000 --> 03:21:29.200
and um the part of that which talks
about

2762
03:21:29.200 --> 03:21:33.520
you need to include in your actual
sub-award for the sub-recipient

2763
03:21:33.520 --> 03:21:38.479
you need to include a federally approved
indirect cost rate if they have one or

2764
03:21:38.479 --> 03:21:42.720
if they don't that you negotiate one and
or use the ten percent

2765
03:21:42.720 --> 03:21:46.399
um i found there's another section
another part of this also

2766
03:21:46.399 --> 03:21:54.399
in the same section uh three three two
a lot of numbers uh a four

2767
03:21:54.399 --> 03:21:59.359
b two but you'll see if you go there
but it says that sub recipients can

2768
03:21:59.359 --> 03:22:02.560
elect to use cost the cost allocation
method

2769
03:22:02.560 --> 03:22:05.680
uh to account for indirect cost in
accordance uh

2770
03:22:05.680 --> 03:22:10.399
with the sections given there so i i
think if they're saying i don't want

2771
03:22:10.399 --> 03:22:13.600
i if you're if the sub is saying i don't
want to use my indirect cost

2772
03:22:13.600 --> 03:22:17.840
i i would still rather charge it as a
direct cost

2773
03:22:17.840 --> 03:22:21.680
um they could probably do that i think
you'd want to make sure that they're not

2774
03:22:21.680 --> 03:22:25.600
kind of double double billing they're
not including

2775
03:22:25.600 --> 03:22:31.120
direct cost plus an indirect cost rate
which would normally include that

2776
03:22:31.120 --> 03:22:35.840
have i tangled this up too much

2777
03:22:37.920 --> 03:22:42.319
that's fine i have a feeling that the
answer is no you really can't do that

2778
03:22:42.319 --> 03:22:45.279
because i like we gave out some
recipient grants for ten thousand

2779
03:22:45.279 --> 03:22:48.720
dollars
and i didn't want to have you know give

2780
03:22:48.720 --> 03:22:53.520
additional money over that 10
000 for indirect costs because we only

2781
03:22:53.520 --> 03:22:57.279
had a finite amount of money to offer

2782
03:22:57.359 --> 03:23:00.720
yeah and again i mean they they can
elect

2783
03:23:00.720 --> 03:23:04.160
not to i mean if you negotiate zero with
them

2784
03:23:04.160 --> 03:23:07.520
you can do that but it seems you know
again going back a couple years ago with

2785
03:23:07.520 --> 03:23:10.880
omb
they they basically said hey indirect

2786
03:23:10.880 --> 03:23:16.160
costs those are
those are still costs and um

2787
03:23:16.160 --> 03:23:19.359
you know that's why they put so much in
here about you know being able to

2788
03:23:19.359 --> 03:23:24.479
include them or negotiate them but
um yeah i think i think i think

2789
03:23:24.479 --> 03:23:27.520
absent um they're saying yeah go ahead
don't i

2790
03:23:27.520 --> 03:23:32.080
i'm not going to charge indirect costs
cost if it's in their budget

2791
03:23:32.080 --> 03:23:35.279
they can put it in their budget i guess
if you don't like their overall budget

2792
03:23:35.279 --> 03:23:39.279
you could reduce it but
you may have to negotiate a little bit

2793
03:23:39.279 --> 03:23:41.600
on that

2794
03:23:42.160 --> 03:23:46.960
but i guess the they're leaning towards
there's there's still legitimate cost

2795
03:23:46.960 --> 03:23:52.479
um like travel like uh salary costs like
anything else

2796
03:23:54.160 --> 03:23:59.840
we've got um michael dennison asking
maybe more broadly for program officers

2797
03:23:59.840 --> 03:24:03.520
hoping we'll get more information about
the partial sign up in sam.gov

2798
03:24:03.520 --> 03:24:08.479
what does that entail with regard to
janet's question if that april 2022 ue

2799
03:24:08.479 --> 03:24:11.600
switch happens during our grant period
is having a duns at the start of the

2800
03:24:11.600 --> 03:24:15.040
grant period acceptable

2801
03:24:16.399 --> 03:24:20.160
oh go ahead no please go ahead i i've
heard

2802
03:24:20.160 --> 03:24:23.600
and again i i mean we're you're waiting
for it we're waiting for it more

2803
03:24:23.600 --> 03:24:27.359
guidance on this
i've heard that for it may be possible

2804
03:24:27.359 --> 03:24:31.120
that you
if you have um

2805
03:24:31.520 --> 03:24:36.399
if the switchover may be automatic then
that if you've got a duns number in

2806
03:24:36.399 --> 03:24:42.319
there
sam.gov might assign you a new uei

2807
03:24:42.319 --> 03:24:45.359
i don't don't quote me on that but that
i think that's

2808
03:24:45.359 --> 03:24:48.479
that's what i've heard because that's
this question's been raised a lot

2809
03:24:48.479 --> 03:24:54.399
um when it's like yeah
yeah that's my understanding as well um

2810
03:24:54.399 --> 03:25:00.720
that the key to a seamless
changeover from duns to ue is using is

2811
03:25:00.720 --> 03:25:06.800
making sure that uh an applicant has
takes that dones has the same right of

2812
03:25:06.800 --> 03:25:10.479
registration and then
it goes seamlessly from duns to ue

2813
03:25:10.479 --> 03:25:16.000
without there being a lot of
food for all so during that

2814
03:25:16.000 --> 03:25:23.040
um fall of 2021 to spring 2022 period
states may have to sort of help their

2815
03:25:23.040 --> 03:25:25.760
sub recipients
you know understand that they should get

2816
03:25:25.760 --> 03:25:29.200
that partial sam.gov sign up so that
they're ready

2817
03:25:29.200 --> 03:25:35.520
when the ueis are sort of
given out yeah

2818
03:25:35.520 --> 03:25:39.840
not to add more complication to this but
there's been recent guidance we're still

2819
03:25:39.840 --> 03:25:44.160
looking at it
um but it's an omb memorandum

2820
03:25:44.160 --> 03:25:49.840
numbered m 21-20
and i i think it we have to look some

2821
03:25:49.840 --> 03:25:54.640
more but i think it says in there
and this is automatic if you

2822
03:25:54.640 --> 03:26:00.000
uh have if you're currently have a grant
um and you're up and you're your sam's

2823
03:26:00.000 --> 03:26:04.640
number is going to expire
between april 1st and i think october

2824
03:26:04.640 --> 03:26:08.000
1st
uh you may have like it won't expire for

2825
03:26:08.000 --> 03:26:11.120
an additional year
i think that's one of the emergency sort

2826
03:26:11.120 --> 03:26:16.160
of um
flexibilities they're giving and from

2827
03:26:16.160 --> 03:26:18.800
you know we may have to provide more on
this but it uh because we're still

2828
03:26:18.800 --> 03:26:23.200
looking at it but
at least at least expiring expiring

2829
03:26:23.200 --> 03:26:29.840
um numbers won't expire
they'll be given more life or i think a

2830
03:26:29.840 --> 03:26:32.720
year
if if they would normally expire between

2831
03:26:32.720 --> 03:26:36.800
april 1st this year and october 1st

2832
03:26:38.239 --> 03:26:45.680
so there's um there's a question here
is the duns only required right now for

2833
03:26:45.680 --> 03:26:48.800
the thirty thousand dollar and above sub
awards

2834
03:26:48.800 --> 03:26:53.040
or is it for all sub awards

2835
03:26:53.680 --> 03:26:57.120
i don't know the answer to that i know
uh

2836
03:26:57.120 --> 03:27:01.840
for new awards um

2837
03:27:03.040 --> 03:27:07.279
they're going to need at least the uei
before awards are made

2838
03:27:07.279 --> 03:27:11.600
before sub-awards are made whether
that's a duns number or

2839
03:27:11.600 --> 03:27:15.359
well it maybe it is just a duns number
at this point if if they're not going to

2840
03:27:15.359 --> 03:27:19.600
make
the uei available until october 1st um

2841
03:27:19.600 --> 03:27:23.040
but i think you're safe i think you're
safe if you at least make sure that

2842
03:27:23.040 --> 03:27:29.840
every every sub that you're giving a sub
award to now has at least a duns number

2843
03:27:32.000 --> 03:27:35.820
um i'm not going to try
to

2844
03:27:35.820 --> 03:27:39.120
[Music]

2845
03:27:39.200 --> 03:27:44.239
parse through the the mora walsh
comments i think they're more comments

2846
03:27:44.239 --> 03:27:48.000
than questions
um i hope i hope they're getting

2847
03:27:48.000 --> 03:27:50.479
answered

2848
03:27:54.840 --> 03:27:57.840
um

2849
03:28:00.399 --> 03:28:03.760
yes um there's some there's some
confusion

2850
03:28:03.760 --> 03:28:09.120
in general some comments i i am looking
for actual questions at this point and

2851
03:28:09.120 --> 03:28:14.560
i'm not sure i'm seeing
many so i know we're getting to the end

2852
03:28:14.560 --> 03:28:18.880
of the time
um why don't we tentatively wrap it up

2853
03:28:18.880 --> 03:28:24.080
here
and just oh okay there's one

2854
03:28:24.080 --> 03:28:28.640
one last question i will sneak in cam
could you clarify when grantees are

2855
03:28:28.640 --> 03:28:33.600
required to obtain
bids for large ticket items

2856
03:28:33.600 --> 03:28:40.880
yeah so um okay
it's here's sort of the answer to this

2857
03:28:40.880 --> 03:28:44.880
if you are the grantee right now you are
following

2858
03:28:44.880 --> 03:28:48.319
whatever state requirements there are
for that

2859
03:28:48.319 --> 03:28:54.080
what's changed is um
you being the state so states still

2860
03:28:54.080 --> 03:28:56.880
follow
whatever your state rules are for for

2861
03:28:56.880 --> 03:29:02.640
large ticket items
if it's a um

2862
03:29:02.640 --> 03:29:07.120
a non-state you know if it's a nonprofit
that's asking the question

2863
03:29:07.120 --> 03:29:12.880
their new procurement methods
um are broken down again into those

2864
03:29:12.880 --> 03:29:16.640
three
three categories it's informal

2865
03:29:16.640 --> 03:29:21.520
and that's whenever they're buying
something up to fifty thousand dollars

2866
03:29:21.520 --> 03:29:25.120
and they can for that they could use a
micro purchase which means they can use

2867
03:29:25.120 --> 03:29:27.040
their
their purchase card for that they don't

2868
03:29:27.040 --> 03:29:30.479
have to go out and get bids
if if it's more than ten thousand

2869
03:29:30.479 --> 03:29:35.920
dollars which is the micro purchase
threshold but less than 250 000

2870
03:29:35.920 --> 03:29:43.680
all they need to do is just um go
go solicit an adequate number of sources

2871
03:29:43.680 --> 03:29:48.399
and and those two again they're under
250 000 are meant to be

2872
03:29:48.399 --> 03:29:56.000
administratively easier not
not as formal and everything over 250

2873
03:29:56.000 --> 03:29:58.960
000 which is the simplified acquisition
threshold

2874
03:29:58.960 --> 03:30:05.359
everything over 250 000 would
follow the formal purchase

2875
03:30:05.359 --> 03:30:09.439
methods and so the formal purchase
methods

2876
03:30:09.439 --> 03:30:16.640
would be things like sealed bids or
formal proposals and and they they flesh

2877
03:30:16.640 --> 03:30:20.160
out in that section
you know what is a sealed bid and what

2878
03:30:20.160 --> 03:30:24.720
is the proposal
um and so basically

2879
03:30:24.720 --> 03:30:28.319
if it's a if it's not a state that's
asking that question

2880
03:30:28.319 --> 03:30:31.439
um because they still follow their own
rules if it's

2881
03:30:31.439 --> 03:30:34.479
uh a nonprofit that's asking that
question one of your subs is asking that

2882
03:30:34.479 --> 03:30:37.279
question
if they're going to be buying something

2883
03:30:37.279 --> 03:30:41.760
over 250
000 then they would need to follow the

2884
03:30:41.760 --> 03:30:44.800
formal methods which would be either a
sealed bid

2885
03:30:44.800 --> 03:30:49.040
process or a formal proposal process

2886
03:30:50.399 --> 03:30:55.040
and i know this isn't easy the follow-up
from what you were just saying

2887
03:30:55.040 --> 03:31:01.040
from the same question asker
so this doesn't pertain to slaas and

2888
03:31:01.040 --> 03:31:04.800
grantees
so long as the grantees are libraries

2889
03:31:04.800 --> 03:31:10.720
museums tribal museums
etc no it it doesn't

2890
03:31:10.720 --> 03:31:15.200
the new if if you're a state if you're
an slaa

2891
03:31:15.200 --> 03:31:18.960
the only thing that's changed for you
you still follow your state

2892
03:31:18.960 --> 03:31:22.640
um procurement rules because there's
sort of federal state sovereignty

2893
03:31:22.640 --> 03:31:26.000
and the federal government's like okay
state you do

2894
03:31:26.000 --> 03:31:30.080
you follow your own rules for this
except now we're just adding

2895
03:31:30.080 --> 03:31:35.439
you also need to see the contract with
uh small minority business women's own

2896
03:31:35.439 --> 03:31:38.000
business as well as the domestic
preferences but

2897
03:31:38.000 --> 03:31:42.160
apart from that nothing's changed for
you just follow your state rules

2898
03:31:42.160 --> 03:31:48.560
if you are a non-profit
then you follow these new procurement

2899
03:31:48.560 --> 03:31:54.479
rules i would say for tribes
and again for this program lsta program

2900
03:31:54.479 --> 03:31:56.720
you're all
you're all when i say grantees i'm

2901
03:31:56.720 --> 03:32:02.160
talking about state ls
slaas um and nobody else but if you're

2902
03:32:02.160 --> 03:32:05.279
talking about tribes
um you know we have to look into that

2903
03:32:05.279 --> 03:32:09.279
more uh but
for everybody else other than a state or

2904
03:32:09.279 --> 03:32:13.600
a tribe
um you follow the new the new

2905
03:32:13.600 --> 03:32:17.439
three-prong
easy procurement procedures or i think

2906
03:32:17.439 --> 03:32:20.160
the government

2907
03:32:20.399 --> 03:32:23.439
so i think you touched on a tribal
question that just came in because

2908
03:32:23.439 --> 03:32:29.040
um question about sovereignty um
and and two more i think if the state

2909
03:32:29.040 --> 03:32:32.160
procurement rules are more stringent
than the federal rules isn't it true

2910
03:32:32.160 --> 03:32:36.239
that the state rules apply
i think the state rules are always going

2911
03:32:36.239 --> 03:32:40.160
to apply whether they're more stringent
or not for this

2912
03:32:40.160 --> 03:32:46.000
and it's it's 37 200.317
it's very short but it talks about

2913
03:32:46.000 --> 03:32:52.479
states follow the state rules um
and they may or may not be more

2914
03:32:52.479 --> 03:32:55.600
stringent in the federal rules

2915
03:32:55.920 --> 03:32:59.359
um and then just to clear up some
confusion for federal year

2916
03:32:59.359 --> 03:33:03.680
fiscal 21 subgrants which um this
particular state will be awarding within

2917
03:33:03.680 --> 03:33:06.560
the next
month is it done still okay or do i need

2918
03:33:06.560 --> 03:33:10.319
to get all the sub grantees to register
in sam before they get their award

2919
03:33:10.319 --> 03:33:15.760
agreement
we we think that's duns we think that's

2920
03:33:15.760 --> 03:33:19.120
not
i would say it probably it's probably

2921
03:33:19.120 --> 03:33:24.720
good to have them all get
um at least the duns number

2922
03:33:24.720 --> 03:33:29.359
after i think they're all going to be
everyone's going to be required to after

2923
03:33:29.359 --> 03:33:32.160
october 1st when they're going to be
making ueis available

2924
03:33:32.160 --> 03:33:36.080
i i think the problem is right now
they're not available um

2925
03:33:36.080 --> 03:33:39.920
and there's there's this sort of strange
window we're in right now

2926
03:33:39.920 --> 03:33:45.840
but you you wouldn't go wrong if you had
them at least get a duns number i think

2927
03:33:45.840 --> 03:33:50.080
nothing more definitive on that and
again we hope to get

2928
03:33:50.080 --> 03:33:55.279
more guidance from omb and you'll get it
as soon as we do

2929
03:33:55.840 --> 03:34:00.319
guess what back to procurement so if
public libraries adopt state procurement

2930
03:34:00.319 --> 03:34:03.920
rules
then state procurement applies instead

2931
03:34:03.920 --> 03:34:07.359
of federal procurement

2932
03:34:08.080 --> 03:34:12.800
um the rules apply
let me see i'm just going to look at

2933
03:34:12.800 --> 03:34:16.880
this probably it's the last chat
um from beth milburn if you can see that

2934
03:34:16.880 --> 03:34:20.800
one
yeah hold on one i'm just also looking

2935
03:34:20.800 --> 03:34:23.120
at the

2936
03:34:23.840 --> 03:34:30.160
okay okay um
yeah let's if this if this helps to

2937
03:34:30.160 --> 03:34:36.000
answer the question i i pulled up
again on ecfr.gov

2938
03:34:36.760 --> 03:34:40.479
200.317 which is called procurement by
state

2939
03:34:40.479 --> 03:34:43.760
and it says when procuring property and
services

2940
03:34:43.760 --> 03:34:47.600
under a federal award like you all would
i mls

2941
03:34:47.600 --> 03:34:52.000
a state must follow the same policies
and procedures it uses

2942
03:34:52.000 --> 03:34:56.880
for procurements from from its
non-federal funds

2943
03:34:56.880 --> 03:35:01.200
so in other words what are you using
right now for non-federal funds which i

2944
03:35:01.200 --> 03:35:05.279
would imagine
are your state funds

2945
03:35:07.680 --> 03:35:12.479
and then again it talks about the state
will comply with uh 200.321 which is the

2946
03:35:12.479 --> 03:35:15.279
new
the new one a minority in women's own

2947
03:35:15.279 --> 03:35:18.000
businesses and two
and three two three which is the

2948
03:35:18.000 --> 03:35:22.960
domestic preferences and ensure that
every purchase order or other contract

2949
03:35:22.960 --> 03:35:27.040
includes any clauses required by

2950
03:35:28.279 --> 03:35:33.840
200.327 which hasn't changed
all other non-federal all other

2951
03:35:33.840 --> 03:35:37.840
non-federal entities
including sub-recipients of the state

2952
03:35:37.840 --> 03:35:41.040
must follow
basically the new the new procurement

2953
03:35:41.040 --> 03:35:48.080
rules for them
um so the rule here at least is

2954
03:35:48.080 --> 03:35:52.880
you when you're using mls funds to
procure things

2955
03:35:52.880 --> 03:35:56.399
you need to use the same policies and
procedures that you use

2956
03:35:56.399 --> 03:36:00.080
when you're using that you use for
non-federal funds

2957
03:36:00.080 --> 03:36:03.200
which i've interpreted as your own state
funds

2958
03:36:03.200 --> 03:36:07.840
so follow your state rules

2959
03:36:08.960 --> 03:36:14.560
um there is another change of topics
real quick we'll clear this one up uh we

2960
03:36:14.560 --> 03:36:17.760
had a question from a tribe that said we
were required to set aside point nine

2961
03:36:17.760 --> 03:36:21.680
percent of our state arpa funds for
tribal libraries is that accurate

2962
03:36:21.680 --> 03:36:25.520
or is that in reference to the imls set
aside and not the grants to states arpa

2963
03:36:25.520 --> 03:36:29.120
funds that cannot be in reference to the
grants to states arpa funds that's not a

2964
03:36:29.120 --> 03:36:32.720
requirement of the ones that you guys

2965
03:36:32.840 --> 03:36:35.279
administer uh i don't know the answer is
that

2966
03:36:35.279 --> 03:36:38.479
you're correct terry we don't imls does
not have a

2967
03:36:38.479 --> 03:36:44.640
a set aside of any percentage for that
um of course we'd encourage you to work

2968
03:36:44.640 --> 03:36:50.160
with tribes but
um there's no specific set aside uh

2969
03:36:50.960 --> 03:36:54.239
i don't know i would if i were the state
and the tribe asked me

2970
03:36:54.239 --> 03:36:58.080
you know said they're required to set
aside 0.9

2971
03:36:58.080 --> 03:37:02.640
i would i would ask them to show you
where that requirement is

2972
03:37:02.640 --> 03:37:08.000
it may be there um but it's not an ils
requirement

2973
03:37:08.800 --> 03:37:12.800
all right well um we i think we need to
wrap up

2974
03:37:12.800 --> 03:37:16.080
um because we are almost at the top of
the hour we

2975
03:37:16.080 --> 03:37:20.080
so appreciate cam staying on you can't
imagine how hard

2976
03:37:20.080 --> 03:37:24.479
it is to just kind of reflexively answer
these questions which we

2977
03:37:24.479 --> 03:37:28.399
normally ruminate over for you know
hours and days at a time

2978
03:37:28.399 --> 03:37:32.800
so thank you cam for really indulging us
with all your expertise

2979
03:37:32.800 --> 03:37:36.239
and uh you know getting us through this
morass of

2980
03:37:36.239 --> 03:37:43.040
regulations it is so so helpful
uh yeah it's an arrest and i yeah

2981
03:37:43.040 --> 03:37:48.080
go ahead um
i have i have just a fun quick

2982
03:37:48.080 --> 03:37:52.560
announcement for the end of the day
uh which i have to credit michelle who's

2983
03:37:52.560 --> 03:37:56.840
like kind of our pun master at imls
so here's my closing announcements for

2984
03:37:56.840 --> 03:38:01.760
today as we taxi to the runway and
before we exit the conference plane we

2985
03:38:01.760 --> 03:38:04.720
have just a few announcements
you don't have to check around you

2986
03:38:04.720 --> 03:38:09.120
before you deplane because imls will be
sending your award certificates to your

2987
03:38:09.120 --> 03:38:12.399
email address once we land and the
conference is over

2988
03:38:12.399 --> 03:38:16.080
within a few days imls will follow up
with any questions that weren't answered

2989
03:38:16.080 --> 03:38:19.840
in the chat by the flight attendant
and imls would like to thank you for

2990
03:38:19.840 --> 03:38:23.520
choosing to attend our conference today
and we hope that we'll see you all

2991
03:38:23.520 --> 03:38:27.920
tomorrow for your next flight
so see you tomorrow states you've been

2992
03:38:27.920 --> 03:38:37.520
great and we'll see you same time
tomorrow adios