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State Aid Resources for Pennsylvania Public Libraries

State Aid Overview

State Aid

State aid, also known as the Public Library Subsidy, is paid to libraries that meet standards found in the Statute (24 PA. C.S. Education. Chapter 93) and the Regulations (22 PA Code § 131; § 141.)

The state aid allocation formula (§9334 – §9340) has not been in use since 2003 when significant state budget cuts occurred.  As a result, laws are enacted each year that outline how state aid is distributed (e.g., school code language for 2023-2024).

Payments and Projections

Payment Distribution Information

During each state fiscal year (July – June):

  • District library centers are typically paid in August; and
  • Local libraries, library systems, and statewide library resource centers are typically paid in January/February.
    • This includes Quality Aid, Incentive for Excellence Aid, County Coordination Aid, Statewide Library Resource Center Aid, Equalization Aid, and the Equal Distribution Grant.

 

State Aid Calendar 

See below for the general timeframe in which libraries can expect to enter and submit reports and data that are part of the state aid process.  Specific open and due dates will be released to libraries as available. 

  • Public Libraries Survey (Annual Report) open – February/March
  • District negotiation documents and instructions sent – February 
  • Public Libraries Survey (Annual Report) due – March 
  • District negotiation documents due – June 
  • District Library Center report open – July 
  • District Library Center report due – August 
  • State Aid Library Subsidy Application – Summer/Fall
    • Audits will be uploaded along with your application
  • Plan for the Use of State Aid- Summer/Fall (Follows the application)
    • County Coordination Aid Plans are included in the Plan for the Use of State Aid

Report Bank Account Changes

State aid is paid annually to libraries via direct deposit.  Libraries must be sure that the state has up-to-date bank account information before payments are made. 

Library bank account changes and updates are made using the Commonwealth of PA Direct Deposit Form through the state's Payable Services Center

Please notify the State Aid office, RA-StateAid@PA.GOV, of any banking changes as well. 

Statistics

Each year the Office of Commonwealth Libraries compiles public library statistics based on data that's submitted via the Pennsylvania Public Library Data Collection.

This information is used to determine eligibility for state aid and is submitted to the U.S. Institute of Museum and Library Services national data collection program for public libraries.

State Aid Allocation

The state aid allocation formula (Public Library Code §9334 – 9340) has not been in use since 2003 when significant state budget cuts occurred.  As a result, laws are enacted each year that outline how state aid is distributed (e.g., school code language for 2023-2024). In the examples listed below, 2002-2003 is used as that was the last time the formula was calculated and run. 

Quality Libraries Aid

Eligibility

  • Required Local Financial Effort of $5 per capita for service area.
  • Economically distressed municipalities - $2 per capita
    • Economically distressed municipalities are determined by Equalization Aid
  • Meet Quality Libraries Aid Criteria (statute).
  • Meet Basic Standards (regulations).

How is it calculated?

  • Quality libraries aid shall be allocated to qualifying local libraries and library systems on a per capita basis in the following manner:
    • (1) The annual allocation of funds available for quality libraries aid shall be divided by the total population on which all libraries and library systems qualify for State aid to yield a per capita amount of quality libraries aid.
    • (2) The per capita amount of quality libraries aid calculated in paragraph (1) shall be multiplied by the total population residing within the municipalities served by a library or library system which qualifies for aid.
  • Quality Aid is based on library service population.
  • The per capita amount (multiplier) is determined by the yearly State Aid appropriation
  • e.g. The 2002-03 payment was $1.82 per capita.
    • $1.82 X Population = Quality Libraries Aid.
    • For example, a library serving 10,000 people receives $18,200 in Quality Libraries Aid.

 

Incentive for Excellence Aid

Eligibility

  • Library or system must expend over $5.00 per capita in local financial effort. The incentive starts at $5.01.
  • Meet Quality Libraries Aid Criteria and Basic Standards
  • Meet Incentive for Excellence Aid Criteria and Minimum Standards

How is it calculated?

  • The annual allocation of funds available for incentive for excellence aid shall be allocated proportionately to qualifying local libraries or library systems as follows:
    • (1) Tier 1 funding, which is up to 80¢ for each $1 per capita or portion thereof of surplus financial effort that a local library or library system shows that exceeds 100%, but does not exceed 150%, of the minimum financial effort required to receive quality libraries aid.
    • (2) Tier 2 funding, which is up to 10¢ for each $1 per capita or portion thereof of surplus financial effort that a local library or library system shows that exceeds 150%, but does not exceed 300%, of the minimum financial effort required to receive quality libraries aid. Eligibility for Tier 2 funding does not preclude receipt of Tier 1 funding.
  • Incentive for Excellence Aid is paid on a per capita basis on a two-tiered level.  
  • In 2002-2003, the aid was paid as follows:
    • Tier 1: $5.00 - $7.50—Paid 80% return on the $2.50 per capita (spanning $5-$7.50) in this tier
    • Tier 2: $7.51 - $15.00—Paid 6.5% return on the $7.50 per capita (spanning $7.51-$15) in this tier

County Coordination Aid

The purpose of County Coordination Aid is to implement a plan for countywide services for county residents. County funding guarantees that all residents of the county receive free library service. The amount of appropriated money from a county is proportionally matched with State Aid Funds. See the Statute (§9337) for full reference of the law.

Eligibility

  • To receive County Coordination Aid one must be a County Library (as defined in statute) or a County Library System. 
  • The County Library or County Library System must receive funds from their County Government.
  • County moneys appropriated by the county government to the county library or library system may consist of funds from:
    • (1) the county general fund;
    • (2) a special library tax;
    • (3) a district established under section 3110-B of the act of July 28, 1953 (P.L.723, No.230), known as the Second Class County Code, for the support and maintenance of the county library; or
    • (4) other sources.

How is it calculated?

  • In the case of a county library or library system in a county of the second through eighth class, State aid shall be given in an amount measured by the amount appropriated by the county government from county moneys and shall be determined as follows:
Class Percentage Match
2 5%
2A & 3 30%
4 50%
5 50%
6 100%
7 100%
8 100%
  • Priority of payments
    • (1) Payments to a county library or library system in a county of the second through seventh class shall be made from the funds remaining after payments have first been made to all county libraries or library systems in counties of the eighth class as provided in subsection (c) and shall be an amount equal to the level of county support as calculated under subsection (c) for each class of county.
    • (2) If the funds remaining after payments are made to counties of the eighth class as provided in subsection (c) are insufficient to pay the total amount for which each county library and library system in counties of the second through seventh class qualifies, then each shall be paid proportionately from the funds remaining.
  • Because the category of aid is not yet fully funded, all classes of counties above except 8th class received 54% of the aid when the formula was last run in 2002-2003. 
  • 8th class counties receive 100% of the county appropriation in County Coordination Aid
  • County Coordination Aid is in addition to Incentive for Excellence Aid.  County appropriations are the only type of library income that is matched twice.

Use of Funds

  • A county library or library system shall expend funds received under this section to implement a countywide cooperative plan to improve and extend service. The plan shall coordinate areas of library service and administration, including library resources and collections, technology, personnel and services to children, adults and special populations.

 

District Library Center Aid

District Centers are public libraries across the state that have significant collections and are able to provide services to local libraries. Services include interlibrary loan, reference, delivery, and advisory services. There are 29 District Centers in Pennsylvania. See the Statute (§9338) for full reference of the law.  

Eligibility

  • Any library designated by the State Librarian to serve as a district library center shall qualify for an additional amount of State aid under this section.
  • A District Library Center must meet the standards outlined in the Statute (§9338 (c)).

How is it calculated?

  • The amount of aid to be paid to each district library center shall be determined by multiplying the annual per capita rate set by the department by the number of persons residing in the district.
  • No district library center shall receive less than $200,000.
     

Statewide Library Resource Center Aid

There are four major research libraries in the state that provide assistance and to local libraries. Services include interlibrary loan, reference, electronic reference, and digitization. See the Statute (§9339) for full reference of the law.  

The following four libraries equally divide the funding in this category:

  • Penn State University Park
  • Carnegie Library of Pittsburgh
  • State Library of Pennsylvania
  • Free Library of Philadelphia

Eligibility

Any library designated by the State Librarian to serve as a Statewide library resource center shall qualify for additional State aid under this section.

How is it calculated?

  • The allocation shall be divided equally among the libraries so designated.

 

Equalization Aid 

The purpose of Equalization Aid is to provide special funding for libraries in economically distressed areas of the state. See the Statute (§9340) for full reference of the law.  

Eligibility

  • A local library or library system shall qualify for equalization aid if it:
    • Achieves or exceeds applicable basic standards.
    • Maintains or exceeds its financial effort of the preceding year.
    • Is supported by a municipality that is economically distressed.
  • Economically distressed municipality- A municipality shall be deemed economically distressed if it meets any one or more of the following criteria:
    • It is a city, borough, town or township with a market value per capita below the fifth percentile of all such cities, boroughs, towns and townships, as certified annually by the State Tax Equalization Board.
    • It is located in a county having a personal income per capita below the 15th percentile of all counties, as certified annually by the Department of Revenue.
    • It is located in a county having an annual average unemployment rate above the 70th percentile of all counties, as determined annually by the Department of Labor and Industry.
  • Per capita determination - Population data to be used for determining market value per capita and personal income per capita, as provided for in this section, shall be the latest available data from the Federal Census Bureau for the direct service area of the local library or library system.
  • Failure to meet certain eligibility requirements - If a library or library system that is supported by an economically distressed municipality fails to maintain or exceed its financial effort of the preceding year, the library may still qualify for equalization aid if the State Librarian accepts evidence that the library or municipality did not attempt to substitute State funds for local effort.

How is it calculated?

  • Twenty percent of the annual allocation for equalization aid shall first be distributed in equal amounts to all local libraries and members of library systems which qualify for equalization aid.
  • The remainder of the annual allocation shall be distributed on a per capita basis to each local library and library system which qualifies for equalization aid by dividing the number of persons residing in the direct service area of each such local library or library system by the total number of such persons residing in the direct service areas of all qualifying local libraries or library systems, and multiplying the result by the amount of the allocation to be distributed on a per capita basis.

 

Equal Distribution Grants 

Equal distribution grants provide an equal share of funds per qualifying districts and eligible. See the Statute (§9336) for full reference of the law.  

Due to the formula not currently being in use, the Equal Distribution Grant will remain at $2,088.37 unless otherwise notified. This is the number that will be used to calculate the Quality Aid standard of collection expenditure. That standard is referenced as twice the amount of the previous year's Equal Distribution amount which is 2 x $2,088.37 = $4,176.74.

Eligibility

  • The following libraries shall be eligible for equal distribution grants:
    • Each district library center which, in its capacity as a local or county library, has a population in its local or county direct service area that is 12% or less of the population of the designated direct service area of the entire district library center.
    • Any local libraries and library systems that meet the eligibility requirements for quality libraries aid under section 9334 (relating to quality libraries aid). Libraries, branches, and bookmobiles that meet quality library aid standards are eligible.

How is it calculated?

  • Allocation Method
    • Each eligible district library center shall receive 5¢ per capita for each person residing in the entire district.
    • The balance of the funds available for equal distribution grants shall be divided equally among local libraries and library systems as determined in subsection (d).
  • Calculation of grants to local libraries and library systems - A local library and library system shall receive equal distribution grants determined as follows:
    • The total amount of money allocated shall be divided by the number of local libraries, branch libraries and bookmobiles in this Commonwealth which achieve or exceed the applicable basic standards.
    • Each library system shall receive an equal grant for each qualifying member local library, branch library and bookmobile.
    • Each local library shall receive an equal grant for the central library and each qualifying branch library and bookmobile.
  • Additional funding - After all eligible county libraries have been paid the total amounts for which they qualify under section 9337 (relating to county coordination aid) for the fiscal year, any funds remaining from the allocation for county coordination aid under section 9333(e)(2)(iv) (relating to State system of aid to libraries) shall be transferred and made a part of the allocation for equal distribution grants.

Library Hours as Outlined in the Law 

Quality §9334 (c)(4)  

(4) Unless the State Librarian promulgates rules and regulations after the effective date of this section that require different hours of operation, the local library or library system shall be open for service for the following minimum number of hours:  

(i) At least 26 hours per week during those times best suited to the needs of residents of its service area, including at least six hours during the weekend period beginning on Saturday and ending on Sunday.  

(ii) Weekend hours may be reduced to four hours during time periods as community-use patterns warrant, for a maximum of ten weeks per year. 

Libraries that receive Quality Aid must be open at least 26 hours per week (Monday – Sunday).  Six of the weekly hours open must occur on the weekends (Saturday – Sunday).  If the libraries are meeting these minimum standards, they may be eligible to reduce their weekend hours for a period of ten-weeks. 

The ten-week reduction period is only available to libraries currently meeting the hours standard AND the library still maintains the weekly hours of 26 after the reduction.  There is no ability for Quality Aid libraries to request permission from the state librarian to reduce their weekly hours (Monday – Sunday) below 26 hours.  

Examples:  

  • Purple Library is open a total of 26 weekly hours. Four (4) of those hours take place on Saturdays.  Since the library is currently not meeting the hours standard, they are not eligible for the ten-week reduction period. The library will need to apply for a waiver since they do not meet the hours standard.  

  • Yellow Library is open a total of 20 weekly hours. Six (6) of those hours take place on Saturdays. Since the library is currently not meeting the hours standard, they are not eligible for the ten-week reduction period. The library will need to apply for a waiver since they do not meet the hours standard. 

  • Green Library is open a total of 26 weekly hours. Six (6) of those hours take place on Saturdays.  The library can reduce their weekend hours to four (4) if they shift the two (2) hours between Monday and Friday. By shifting two hours during the ten-week period, they are still maintaining the 26 weekly hours (Monday – Sunday) requirement.  No waiver is needed if hours are shifted to maintain the 26 weekly hours stepping.  

  • Blue Library is open a total of 30 weekly hours. Six (6) of those hours take place on Saturday.  The library may reduce their weekend hours to four for a ten-week period.  The library will still be meeting the 26 weekly hour requirement as they will be open for a total of 28 weekly hours during the ten-week period. No waiver is needed since they still maintain the 26 weekly hours standard.  

 

Incentive for Excellence §9335 (b)(3) 

(3) Unless the State Librarian promulgates rules and regulations after the effective date of this section that require different hours of operation, the local library or a member library within a library system shall be open for full services for the following minimum number of hours:  

(i) At least 45 hours per week during those times best suited to the needs of residents of its service area, including at least seven hours during the weekend period beginning on Saturday and ending on Sunday.  

(ii) Weekend hours may be reduced to four hours during time periods as community-use patterns warrant, for a maximum of ten weeks per year.  

(iii) A local library or member library within a library system may reduce total weekly hours by three hours per week during the ten-week period of reduced Saturday and Sunday hours if approved by the State Librarian. 

Libraries that receive Incentive Aid must be open at least 45 hours per week (Monday – Sunday).  Seven of the weekly hours open must occur on the weekend (Saturday – Sunday). If the libraries are meeting these minimum standards, they may be eligible to reduce their weekend hours for a period of ten-weeks. 

The ten-week reduction period is available to libraries currently meeting the hours standard AND if the library will still be maintaining the weekly hours of 45 after the reduction.  

Examples:  

  • Purple Library is open a total of 45 weekly hours. Five (5) of those hours take place on Saturdays.  Since the library is currently not meeting the hours standard, they are not eligible for the ten-week reduction period. The library will need to apply for a waiver since they do not meet the hours standard. 

  • Yellow Library is open a total of 35 weekly hours. Six (6) of those hours take place on Saturdays. Since the library is currently not meeting the hours standard, they are not eligible for the ten-week reduction period. The library will need to apply for a waiver since they do not meet the hours standard. 

  • Green Library is open a total of 45 weekly hours. Seven (7) of those hours take place on Saturdays.  The library can reduce their weekend hours to four (4) if they shift the three hours between Monday and Friday.  By shifting three hours during the ten-week period, they are still maintaining the 45 weekly hours (Monday – Sunday) requirement. No waiver is needed if hours are shifted to maintain the 45 weekly hours standard.

  • Blue Library is open a total of 50 weekly hours. Seven (7) of those hours take place on Saturday.  The library may reduce their weekend hours to four for a ten-week period.  The library will still be meeting the 45 weekly hour requirement as they will be open for a total of 47 weekly hours during the ten-week period. No waiver is needed since they still maintain the 45 weekly hours standard.  

In extra ordinary cases, the state librarian may grant permission for libraries to reduce their weekly hours requirement to 42. Requests for permission should be emailed to RA-StateAid@pa.gov which will be forwarded to the State Librarian for review. Within the request, the library will need to provide reasoning for the reduction. Reasons can be related to library usage, more reliance on outreach that is outside of the library, or any other reasoning that a library has to justify the reduction. Please provide as much information or data as possible to support the request. The information provided will be reviewed to see if the justification is sufficient. 

General

Banking Changes - If you receive payments from the state, via state aid, grants, etc. you will need to make sure you update your banking change with the Commonwealth. 

Certification - Library directors are required to meet certain educational requirements as part of the standards associated with state aid.

Compendium - Please subscribe to stay up to date with all things related to OCL. This is our main point of contact for broad topics related to libraries within Pennsylvania. 

Laws and Standards

Library Directory - This is a publicly accessible database of state aided libraries within Pennsylvania. Please verify that the information is correct for your library. If an update is needed, please fill out the Library Information & Personnel Update form that can be found on the home page of LibPAS after logging in.

Library Personnel and Information Changes

  • Please report any changes to the library's address, phone numbers, hours, website, and/or personnel by filling out the Library Information & Personnel Update form that can be found on the home page of LibPAS after logging in.

Reporting

General

Q. What patrons are we to provide library cards with Access PA Stickers to?
A. Access PA stickers should only be placed on the cards of patrons that reside within your service area.

Financial

Q. One of my libraries will be paying more in shipping of materials this year (formerly free.) They want to know if shipping counts toward their 12% Collections spending or needs to be tracked separately. Any advice on this?
A. Shipping charges associated with material purchases seem reasonable to include in the collection expenditure line, as it is part of the cost of obtaining the materials for the collection.

Hours

Q. Is there a suggestion on how to manage the reduction of hours and still be in compliance with the standards?

A. Please see the Library Hours Section of this LibGuide for further information. 

 

If you have any questions about any of the material on this LibGuide, please contact the State Aid office.