Upper level assessments need a rewrite
Asking for an endowment as a level 2 (if we have a level 2) is a bit pie in the sky - it could be part of evidencing development funding, perhaps, but it's terribly specific and likely to be out of reach for most.
I'm also a bit uneasy at the 'distinct budget' for level 1 - it may be desirable to be able to identify a secure core archives element within a wider budget, but equally reducing flexibility across budgets at difficult times is problematic. But if it's considered a desirable by others I'm less concerned about this one.
Why the contribution is important
Having robust finances is essential to sustainability, but asking for unrealistic specifics won't help anyone to develop.
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Does this requirement effectively exclude community archives from the standard as they are likely to have no defined budget. If a defined budget of NIL is acceptable, then it seems to be missing the mark in having an impact
In terms of community archives and other 'non-budget' settings, there is always some form of cost and value involved. Even if labour and services are provided entirely free by volunteers and donations in kind, those assists can be liquidated to a balance sheet that provides evidence of a budget. That budget can then be used effectively, for example as evidence of matched funding in funding applications. It has to be recognised, though, that the level of budgeting evidence required of such settings will have to be lower than that of more established organisational archives services.
Agree with Pauljs that a separate budget is an essential.
For large organisations like local authorities it's not always deemed possible or desirable to split down budget responsibilities into such very small units as an archive which sits within a library or museum service, and perhaps just consists of one archivist.
I'm thinking of archives that sit within, for example, a library service, are located within a branch library, perhaps in conjunction with local studies and / or reference. There may be some elements of devolved budget (e.g. preservation and conservation), but there is no requirement to have buidings, stationery budgets etc., as these fall within the larger service budget.
This isn't ideal, but because they don't have their own stationery budget doesn't mean that the archivist can't get enough envelopes or staples!
There needs to be some clarity about at which point an archive budget is considered 'separate'.
Having a separate budget for the archive service would a priori show that, at least to me. But if someone can demonstrate that they can pay for all the archive's specific needs out of a line item in another budget that covers everything else, then that should be fine.
Conversely, if an archive has a separate budget, then it needs to show that the money available is sufficient unto itself -- and that mission-critical resources are not available only out of a budget that's earmarked to and controlled by someone else, leaving the service in danger.
I am currently down to 3.7 f.t.e; but still getting an end of year recharge from our library admin officer for photocopy paper used and a rentcharge for space occupied. She lets me have pens free though!
On the question of 'distinct' budgets - I think the issue is about a) having sufficient funding and b) having sufficient control over how to use that funding. I presume the term 'distinct' is chosen to give a sense of the latter, but some clarity is probably needed.
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