Peacefield Equine Sanctuary, Inc. Elizabeth A. Lorenzen 9811 East Davis Ave. Terre Haute, Indiana 47805 (812) 877-9539 firstname.lastname@example.org Strategic Plan and Business Summary Spring 2008 “Where compassion and education meet” TABLE OF CONTENTS I. Preface II. Environmental Study III. Executive Summary IV. Statement of Purpose V. Goals and Objectives VI. Technology Goals VII. Fundraising Projections VIII. Facilities Infrastructure Plan IX. Budget X. Research Bibliographies XI. Elizabeth Lorenzen’s Academic Vita XII. Elizabeth Lorenzen’s Resume of Equestrian Activities XIII. Appendices Preface To Joshua, who started everything… My experiences with helping horses started early in my life. When I was eleven years old, I got my first horse, a Shetland pony that, as all good Shetland ponies do, scared me half to death by taking off with me and scraping me off under the trees in our small orchard. But, while I was learning to tame the beast, my parents decided to let a friend’s brother keep his horse at our house. He was a quarter horse-arabian cross and was so sweet and gentle. His owner, after a few months of seemingly conscientious attention, mysteriously abandoned him, and we had to take over his care in order to keep him from starving to death. I ended up buying him with money from my babysitting jobs, and named him Joshua. He was my best friend, and I could ride him anywhere bareback with a halter and lead rope and felt completely safe. Unfortunately, the next time he was due for vaccinations he got a Coggins test and came up positive. It was heartbreaking to lose him. I guess that experience defined my life in many different ways, and has brought me to the place where I am today. Over the years I have had the opportunity to give some very special horses good homes, and make sure they received the best of care until the very end of their lives. But, as time passed I found myself wanting to do something more—something on a larger scale that could have a greater impact on my community. This is how the concept for Peacefield Equine Sanctuary came to be born. Why the name Peacefield? In looking for a name to identify the rescue, I wanted something that signified our farm’s peaceful atmosphere. Most anyone that has visited us always makes a comment about this and even the animals that live here seem to have unique and interesting relationships with one another. I therefore decided to name it after President John Adams’ home in Massachusetts. Not only has Adams been credited with being the author of the philosophies governing today’s humane societies, but Adams is also my surname. Hence, I have chosen to pay homage to my family in this way. Please read on and learn more about our efforts, not only to rescue equines, but to educate potential adopters and others who share our passion for their cause. Elizabeth Lorenzen Executive Director A Brief Environmental Summary The more things change, the more they stay the same…. Tribune Star Wire Services, Staffordsville, KY—Kentucky is Swamped with Unwanted Horses—The bidding for the black pony started at $500, then took a nosedive. There were no takers at $300, $200, even $100. With a high bid of just $75, the auctioneer gave the seller the choice of taking the animal off the auction block. But the seller said no. “I can’t feed a horse,” the man said. “I can’t even feed myself.” Kentucky, the horse capital of the world, famous for its sleek thoroughbreds, is being overrun with thousands of horses no one wants—some of them perfectly healthy, but many of them starving, broken down nags. Other parts of the country are overwhelmed, too. The reason: growing opposition in the U.S. to the slaughter of horses for human consumption overseas. Public backlash—and state bans or the threat of them—have led to the closure of several slaughterhouses that used to take in horses no longer suitable for racing or work. Auction houses are glutted with horses, and many rescue organizations have run out of room. Even though the issue of horse neglect and abuse has been around for a long time, there are things about the current climate that are unique, and because of these environmental changes, new challenges have come about. In the United States, horses are now considered to be companion animals by our government, and we are transitioning to an environment where horses will no longer be slaughtered for food in this country. The aforementioned article from a recent edition of the Terre Haute Tribune-Star explains the situation very succinctly. Current economics have made the price for feeding a horse skyrocket, especially hay costs. In addition, there also seems to be a real lack of knowledge among people who want to own horses about what it takes to feed and care for the animals. Purchasing a horse is the cheapest part of the venture; not knowing this causes individuals to get into an endeavor for which they are not prepared and then find difficult to get out of without the horses suffering in the process. It is obvious that in addition to saving these horses, an educational program is sorely needed in the community. Interviews with local veterinarians, farriers, and other concerned community members have revealed time and time again that the main problem for the sanctuary/rescue operation to deal with will be starvation. Procedures for feeding severely underweight horses will have to be strictly observed, but even so, many will not be able to be rescued in time. In that case, ending their suffering in as humane and dignified a way as possible will also become the sanctuary’s charge. Executive Summary Why start a horse sanctuary?—Learning how to go about executing this vision has taken much time, patience, and persistence. But now, there is actually an urgent need. As the new laws are being passed to prevent horse slaughter for food in this country, provision has not been made for destinations for these unwanted horses to go. There are not enough horse rescue and sanctuary operations in this country to handle the large number of horses that are without homes. In particular, there are no formally organized efforts in this geographic region. Hence, the situation has become very urgent and is greatly needed. What is our model?—While doing the research that was necessary to prepare for the opening of the sanctuary, other rescue operations were researched on the Internet in order to find the best way to define the entity organizationally. The obvious choice became an organization called The Hooved Animal Humane Society (www.hahs.org), the first horse rescue organization in the country. Started in 1971, the organization, located in Woodstock, IL, boasts 26 acres, an educational center, a hospital, and tack shop. The organization has an educational mission, sponsoring seminars that raise funds and awareness for the organization, and the HAHS also works with law enforcement to investigate potential animal abuse cases. Organizationally it consists of an Executive Director, a Program Director, and a Board of Trustees for governance. It is a 501 c (3) nonprofit corporation. What is unique about the plans for this sanctuary and rescue operation?—many rescue operations have extremely strict requirements for potential adopters. While this is very understandable, and necessary, in a geographic area where potential participants are undereducated about horse care, there would be no adoptions. Therefore, the idea is to educate those that are interested; make strict educational requirements for adopters; and follow up with the new horse owners for an extended time period to make sure that they can continue to meet the necessary requirements for giving proper care. If student interns and other trained community volunteers are also involved, then even more people can benefit from the process. The possibilities for involvement by youth groups in the educational process are literally endless. What’s the plan, year by year?—In the first year, two new pastures will be added to our private farm and outfitted with run in sheds. During this time, grants will be identified to pay for the sheds and to help pay for business incorporation startup costs. We will take only a few horses at a time in this startup period. The board members will be identified; 501c (3) status will be gained; donors will be solicited for infrastructure startup costs. In the second year, fundraising will become more aggressive and plans for the building of the main facility will commence. The building will be approximately 120’ X 120’, and will house a veterinary treatment area, quarantine stalls, and permanent regular stalls. There will also be a small indoor arena for hand walking sick horses, exercising other rescue horses, hay and equipment storage, and setting up temporary stalls as needed; and a small office. By year three, the goal is to be able to handle fifty horses in a year. Ultimately, we would like to be able to save one hundred horses a year. In order to save this many, a foster care program will need to be developed and implemented, and additional land for the sanctuary may be identified and procured, depending on available funding. How much does it cost to take care of a horse?—According to the American Association of Equine Practitioners, the average cost of horse care is five dollars a day. This would not include the extra cost involved in caring for an extremely ill or starving horse, though. How will we raise the money?—through a multi-pronged approach, we will solicit individual donors, apply for private and government grant funding, sell goods and services within IRS guidelines and charge realistic adoption fees. What is the business structure?—Peacefield Equine Sanctuary will be set up as a corporation with nonprofit status. How will we get the work done?—the sanctuary will need to rely largely on the work of volunteers. Eventually, as the organization grows, we hope to have two full time employees as administrators. What is our biggest challenge?—our biggest challenge will be to handle the large numbers of horses that will need our help. We will have to be very careful in the beginning not to accept more horses than the infrastructure can handle. It will be hard to say no. What will happen to each horse when it enters the sanctuary?— Upon entering the program, each horse will receive a complete blood panel and exam to determine what is going on with the horse’s health. Incoming horses will be quarantined for a period of time as determined by the attending veterinarian. Temperament and skill assessment will happen as the horse regains health; ability to rehabilitate will then be determined. What are our capital needs for the next three years?—Our biggest needs will be for a building in order to house and adequately care for sick animals, and adequate transport services. What kind of future plans do we have?—future ambitious plans include an educational center with a resource library, a gift shop, and an art gallery. A website will also be developed, not just for public relations purposes, but for fund raising and e-commerce activities. Other possibilities for raising funds are being brainstormed at this time—one example is an annual charity horse show. Statement of Purpose Peacefield Equine Sanctuary exists to care for horses that need both medical attention and/or behavioral training, with the goal of making them good equine citizens. Their care will be tracked throughout their entire lives in order to ensure their permanent safety. The Sanctuary also exists to educate the public about equine care and rehabilitation, and about the politics of the abolishment of horse slaughter. Peacefield Equine Sanctuary Goals and Objectives 2008-2011 2010 Status Report Included Facilities/Infrastructure (The central facility will reside at 9811 East Davis Ave.,Terre Haute, IN 47805, at the farm of Bruce and Elizabeth Lorenzen.) Provide facilities for emergency medical care short of actual surgery; provide quarantine facilities as finances allow (at the Davis Ave. location). Facilitate cooperation between local vets to provide immediate emergency care for horses that are in crisis. Make permanent care available for horses that are of retirement age and/or have special medical needs. Status: Have one retired horse in permanent care with special medical needs; humanely euthanized one horse with cancer. Make facilities available for horses that are in crisis physically or mentally and rehabilitate them. Status: Presently rehabbing two thoroughbred mares for lives after the broodmare yard. One of them is still recovering from starvation. Programs/Services Adopt rehabilitated horses out to prescreened homes and track these horses’ progress for the rest of their lives. Status: Two mares are available for adoption and homes are being screen for them. If necessary, house horses in prescreened foster care until permanent homes can be arranged for them. Status: At present, have four solid possibilities for foster care sites; two of them are equestrian programs for at-risk youth; one is a private farm; still another is a therapeutic riding facility. Provide transport services for rescue situations and for those adopting/fostering horses through the sanctuary. Status: Have a truck leased from the Lorenzens; Have a two-horse thoroughbred trailer with ramp available for use from the Lorenzens. Have transported horses both two and from the rescue for both rescue and training/foster situations. Provide workshop opportunities to educate the public about horse care basics; require participation in an educational program in order to be eligible to adopt a horse. Status: Have given presentations to Vigo County 4-H Horse and Pony Club; West Vigo Jr. High School Community Service Group; Rio Grande Elementary School Girl Scout Troop and Animal Welfare Clubs; hosted a lecture on Equine Dentistry for St. Mary of the Woods College. Participate in speaking engagements that raise public awareness about the need for horse rescue organizations and provide information about the politics of horse slaughter legislation. Status: Still in progress Build relationships between local organizations such as humane societies, county sheriffs, and extension agencies in order to help these organizations with their equine related animal control issues and to advertise the educational services that are provided by the sanctuary. Status: Have established a relationship with the Vigo County Sheriff’s Posse; have been invited to speak at future meetings. Also coordinated one rescue effort with them regarding an abandoned horse left in the midst of a sheriff’s eviction. Collaborate with local therapeutic riding centers to provide adoption opportunities and to plan volunteer activities. Status: Am working with Bright Hope Riders to develop a foster program with them. Develop an online web presence that provides promotional information about the sanctuary and encourages active participation in its activities. Status: http://peacefield-equinesanctuary.org is up and running. Identify a fundraising coordinator to plan and schedule special high profile events in order to raise public awareness. Status: Identified board member Denise Hoke; have had one major fundraiser; presence at Seelyville Street Fair is planned. Local media contacts are in the process of being made. Start a tack shop, gift shop and art gallery to raise funds for the sanctuary’s programs; also utilize e-commerce utilities to advertise these services. Status: Development of an online store is in its infancy; have started developing a list of possible products to offer on the site, along with ordering and payment processes. Have identified a volunteer from Rose-Hulman to help with developing the site. Develop a volunteer program to assist with the activities of the sanctuary, providing appropriate training and scheduling of needs. Utilize connections with the public, colleges and universities in order to identify potential volunteers. Status: Have a solid schedule of regular volunteers and community service days. Most reliable volunteers have hailed from Rose- Hulman Institute of Technology. Develop a resource library of educational materials that support the sanctuary’s goals and objectives. Utilize these materials in workshops and public speaking engagements. Consider opening a lending library in the future as funding and volunteer availability allows. Status: Have purchased some resources on running a horse rescue, running a horse related business, and equine medications, first aid, and alternative therapies. Collection is not yet large enough to be called a library and is not yet available to the public. Administrative/Funding Identify a board that consists of local veterinarians, lawyers, and other key members of the local horse industry who have an interest in the issues surrounding the abuse of equines and in finding solutions to these local and in some cases regional problems. Status: Currently have one opening on the board; possible candidates are being identified. There are seven other members (President: Elizabeth Lorenzen; Secretary: Denise Hoke; Treasurer: Marcia Meurer; At Large Members: James Buechler, Bruce Lorenzen; Attending Veterinarian: Julie Anderson, DVM; Honorary Chairwoman: Jan Carmichael) Identify a financial officer that will function as treasurer of the board. This person will assist with budget planning and grant contract management. Status: Treasurer Marcia Meurer has been identified; so far, she has only had the time and resources to act in an advisory capacity. Am hoping to hire an intern to assist in this area for 2011. Compose a set of by-laws for governance of the activities of the sanctuary. Status: Completed, along with a Conflict of Interest policy. File for 501c (3) status for the sanctuary, filing the necessary paperwork with the state of Indiana with the assistance of a lawyer. Status: Gained status as a non-profit charity in August of 2009. Identify an accountant, preferably a member of the horse community who is familiar with both non-profit and farm accounting. Status: Accountant identified: Pat Bell of Larrson, Woodyard, and Henson, LLC Identify and apply for grant opportunities in order to fund the sanctuary. Status: Applied for three grants; received one (AAEP Unwanted Horse Vaccination Campaign—received annual vaccines for all of the resuces; West Nile vaccine was recalled by Intervet, though, and not replaced.) Identify and solicit potential donors for the sanctuary. Status: Potential donors were identified during last year’s Dark Horse Chocolates Fund Raiser. Facebook and Facebook Causes has also been utilized. Develop a budget and facilities infrastructure that allows for the rescue of at least twenty horses a month. Status: In progress Identify appropriate record keeping methods for both the budget and for the individual horses that are rescued. Status: Identified Quick Books for Non-Profits as the mechanism for bookkeeping; Develop mailing lists to solicit memberships and volunteers. Status: Mailing list has been developed; first mailing will commence in July 2010. Coordinate efforts with other regional horse rescue operations. Status: Have started developing a relationship with Friends of Ferdinand in Indianapolis, IN (networking with Amy Latka) Education/Training Attend Harvard Leadership Institute in 2008 Status: In progress Attend grant writing and management workshops as provided by Indiana State University (current place of employment) Status: Have written grant proposals as part of employment obligations Indiana State University, gaining knowledge and experience Become a certified TEAM practitioner (Tellington-Jones Equine Awareness Method). http://www.ttouch.com Intern with local vets in order to learn about administering emergency care in critical situations Identify and participate in educational opportunities that enhance knowledge of e-commerce tools. Facilities Infrastructure Plan “Plan for the Worst, Hope for the Best” Line Item Cost Time Frame 120 X 120 Pole Barn w/ $175,000 2 years four quarantine stalls and four permanent stalls Site Excavation; $75,000 6 months-1 year widening of driveway to barn; plan for septic field developed Medical Treatment Area $28,500 3 years w/ hot water, including drains, cabinetry for medical supplies Sand Footing for Arena $28,000 3 years Electrical Wiring and 8,500.00 2 years Lighting for Barn Well, with water lines $20,000 2 years and separate septic Office with Bathroom $19,000 3 years 12 Temporary Stalls $8,670.00; based on an 1 year online quote from Priefert.com Track style barn with $25,000; based on an 2 years six stalls, placed in dry online quote from lot Priefert.com Six run-in sheds $19,400; based on an 6 months online quote from Priefert.com Horseguard fencing for $2,300.00; based on an 6 months four acres online quote from Horseguardfence.com Rubber Mats for 14 $1800.00; based on a 2 years stalls price quote from TSC Grand Total $410,170.00 Budget Sheet, Recurring Costs, Year 1 Feed and vet expenses for six horses $39,000 Administrative salaries 0 Farm/Liability Insurance $750 Office supplies and equipment $1,500 Internet Access/Web Page Support $1,000.00 Trash Removal $600.00 Transportation (monthly loan $7,000 payment, insurance and gasoline for F350 truck) Business start-up legal fees $3,000 Accounting Expenses Subtotal $52,850 Budget Sheet, Recurring Costs, Year 2 Feed and vet expenses for twelve $77,800 horses Administrative salaries $0 Farm/Liability Insurance $750.00 Office supplies and equipment $6,000.00 Internet Access/Web Page Support $1,500.00 Trash Removal $600.00 Utilities $1,500.00 Carcass Removal (est. for 3 horses) $150.00 Transportation (monthly loan $7,000.00 payment, insurance and gasoline for F350 truck) Accounting Expenses Subtotal $95,300 Budget Sheet, Recurring Costs, Year 3 Feed and vet expenses for fifty horses $324,000 Administrative salaries $30,000.00 Farm/Liability Insurance $750.00 Office supplies and equipment $12,000.00 Internet Access/Web Page Support $1500.00 Trash Removal $600.00 Utilities $2,000 Carcass Removal (est. for 16 horses) $800 Transportation (monthly loan $7,000 payment, insurance and gasoline for F350 truck) Accounting Expenses Subtotal $378,650 Budget Sheet, Capital Equipment Needs, 2007-2010 Four Horse Gooseneck Stock Trailer --$24,000 Dump Truck One Ton Pickup Truck—$21,000—Goal Accomplished 5/08 Hoist for horses that cannot stand—$1800.00 Vet Stocks for Exams—$2800.00 Four wheel transport for getting to horses on 24 hour turnout—$3,000 Budget Sheet, Tracking Intake/Rescue Costs by Ten The following spreadsheet tracks the cost of rescuing ten horses in one month. In reality, horses will not come and go at the same time so recurring costs will be slightly different than costs occurred upon receipt of the horse. In addition, horses will have individual needs that are impossible to know in advance. However, this spreadsheet will attempt to establish a base line of monthly costs for incoming horses. Service Per Per Per Per Unit Ten Twenty Thirty Cost Units Units Units Basic medical exam 50.00 500.00 1000.00 1500.00 Basic Vaccinations (5- 29.00 290.00 580.00 870.00 Way)* West Nile Vaccination 25.00 250.00 500.00 750.00 Coggins Test 25.00 250.00 500.00 750.00 CBC/Chemistry Panel 37.00 370.00 740.00 1110.00 Deworming-- Ivermectin 4.00 40.00 80.00 120.00 Hoof trim (excluding 30.00 300.00 600.00 900.00 possible therapeutic needs) Comprehensive Dental 125.00 1250.00 2500.00 3750.00 Exam Grain (7 lbs./day) 70.00 700.00 1400.00 2100.00 Hay (25 lbs./day) 50.00 500.00 1000.00 1500.00 Supplements 20.00 200.00 400.00 600.00 Bedding (based on cost 40.00 400.00 800.00 1200.00 for 10 bags economy shavings) Halter and Lead Rope 20.00 200.00 400.00 600.00 Grain and Water 15.00 150.00 300.00 450.00 Buckets Subtotal (rounded) 540.00 5,400.00 10,800.00 16,200.00 *The Five Way shot covers Tetanus, EEE, WEE, Influenza and Rhinopneumonitis. Other Potential Vaccination Needs: Other Deworming Rotation Options: Strangles Strongid-C daily dewormer Rabies Quest Plus (for Tapeworms) Potomac Horse Fever **The American Association of Equine Practitioners estimates an average of $5.00/day to take care of a horse’s basic needs. Existing Resources at Lorenzen Farm, 2007 25X25 storage building, half available for hay for rescue horses Kubota tractor with front end loader Four acres fenced pasture (will also be used for personal horses) Six acre field (currently being farmed in hay, will be turned into pasture(s) for rescue horses) Dodge ¾ ton four wheel drive pick-up truck, set up for towing Sundowner two horse Thoroughbred style gooseneck trailer with ramp 1 run-in shed, 12X24 24X48 horse barn with 12X48 overhang and tack storage—Is currently being used for personal horses, but storage room will be available in this barn for the rescue operation for feed, tack, stall cleaning equipment; overhang can be used as location for feeding rescue horses Bibliography AAEP Equine Welfare Committee. Care Guidelines for Equine Rescue and Retirement Facilities. Lexington, KY: American Association of Equine Practitioners, 2004. Copeland, Sue M. Slaughter by the Numbers. Horse and Rider, January 2007, pp. 8-9. Hayes, Karen E.N., DVM, MS. Horse Rescue 101. Horse and Rider, June 2001, pp. 103-109. Heller, Bill. After the Finish Line: The Race to End Horse Slaughter in America. Irvine, CA: Bow Tie Press, 2005. Horse Rescuers Taking in Record Numbers Amid Drought, Hay Prices. The Horse, Article #11074, December 30, 2007. Idaho Authorities Say Rising Feed Costs Causing Surge in Neglect Cases. The Horse, Article #10742, November 2, 2007. Nice, Jennifer. The Adoption Option. Horse Illustrated, September 2007, pp. 46-56. Raia, Pat. More Horses, Fewer Donors Challenge Equine Rescue Groups. The Horse, Article # 11017, December 20, 2007. The Official IRS Tax Guide to Auditing Horse Activities. Neenah, Wis.: Russell Meerdink Co., 2003. Vets Turn Spotlight on Unwanted Horses. Practical Horseman, August 2005. Williams, Jennifer. How to Start a Rescue: A Guide to Starting and Running a Successful Rescue Organization. Gaithersburg, MD: PRIMEDIA Equine Network, 2007. Internet Resource Bibliography Horse Rescue and Retirement Websites California Equine Retirement Foundation (CERF) www.cerf.org Cleveland Armory Black Beauty Ranch http://blackbeautyranch.org Colorado Horse Rescue www.chr.org Days End Farm Horse Rescue www.defhr.org Equine Sanctuary www.theequinesanctuary.org Eye of the Storm Equine Rescue www.equine-rescue.com Habitat for Horses www.habitatforhorses.org Horse-Angels Horse Rescue http://horse-angels.org Hooved Animal Humane Society www.hahs.com Indiana Horse Rescue www.indianahorserescue.com Midwest Horse Welfare Foundation, Inc. www.equineadoption.com Proud Sprit Horse Sanctuary www.horsesofproudspirit.com Redwings Horse Sanctuary (USA) www.redwings.org Redwings Horse Sanctuary (UK) www.redwings.org.uk United State Equine Rescue League http://www.userltriangle.org/ United States Equine Sanctuary & Rescue www.usesr.org Wind Ridge Farm Equine Sanctuary www.wrfes.org Breed Specific Charities After the Finish Line http://www.afterthefinish-line.org/ CANTER www.canterusa.org Friends of Ferdinand www.friendsofferdinand.org New Vocations Racehorse Adoption Program www.horseadoption.com Thoroughbred Charities of America www.thoroughbredcharities.org Thoroughbred Retirement Foundation www.trifinc.org Humane Society Related Links ASPCA www.aspca.org Animal Welfare Institute www.awionline.org Farm Sanctuary www.farmsanctuary.org Humane Society of the United States www.hsus.org Indexes to Horse Rescue Information American Horse Defense Fund, Inc. www.ahdf.org Horse Rescue and Caretaking Links and Resources http://horses-etc.com/Rescue_DirectoryA.shtml State Horse Rescue Groups http://netpets.com/horses/horsresc/horsgrp.html Unwanted Horse Coalition http://www.unwantedhorsecoalition.org/ Academic Vita for Elizabeth A. Lorenzen The purpose of including this vita in the business plan is to show evidence of my administrative, project management, budget, planning, supervisory, presentation, and research/publication skills. It also shows evidence of my service activities for other non- profit organizations. Elizabeth A. Lorenzen 9811 East Davis Ave. Terre Haute, IN 47805 812/877-9539 email@example.com (812) 237-4397 (work) (812) 243-3889 (cell) Education Certificate, Harvard University, Cambridge, MA, Leadership Institute for Academic Librarians, August 2008. MLS, Indiana University, Bloomington, IN, December 1985 BFA, Herron School of Art, IUPUI, May 1983 Major: Painting Minor: Art History Bibliographic Knowledge of German, French, Italian, Spanish Computer/Software skills: Voyager ILS, OCLC, Banner SCT, Microsoft Office, Contentdm, AskSam Professional Experience Digital Services Librarian, University Digital and Archival Services, Cunningham Memorial Library, Indiana State University—February 2009- present Digitized images and created metadata for local history collections using Contentdm for inclusion in the Wabash Valley Visions and Voices Project (http://visions.indstate.edu) Visited Wabash Valley Visions and Voices partner sites in order to perform hands-on processing of collections Authored grant proposals for new projects for University Digital and Archival Services Became familiar with the collections and services of University Archives, giving assistance to the unit as needed Created a proposal for University membership in the LOCKSS program, thereby allowing for preservation of digital assets Developed an outsourcing contract to govern the outsourcing of work for one of Wabash Valley Visions and Voices’ project partners Learned how to create simple databases that enhance the accessibility of specialized digital collections Acquisitions/Serials Librarian, Librarian, Cunningham Memorial Library, Indiana State University—November 2003-present Continued responsibilities as Head of Monographic Acquisitions (cited below) Initiated fast cataloging unit within Monographic Acquisitions, with the intent to move to a shelf-ready agreement with main book vendor Managed subscription program for all serial titles, regardless of format, before formation of the Electronic resources unit (three years) Supervised newly formed Electronic Resources Unit beginning in Spring Semester 2008 Supervised ordering, check-in and payment processes of the newly merged electronic resources unit Initiated a pay-per-view service for online journals through Elsevier’s Science Direct platform Supervised nine support staff and various student workers Managed contracts for electronic database services Member of Collection Development Committee Performed serials cost projection analyses Prepared budget drafts for Dean and Associate Dean Initiated rapid cataloging unit within Acquisitions, setting up all policies and procedures Implemented OCLC’s Prompt Cat Service through main book vendor Initiated bulk purchase and loading of A-Z MARC Records from serials vendor; outlined a plan for initial database cleanup Initiated a plan for preparations for ISBN-13 in the Voyager system for 2007 Spearheaded a project to switch as many subscribed journals to online only as possible, beginning with the science journal collection. Instituted a no bind policy for paper journals, authoring an in house preservation policy for these titles Initiated and managed a paperless slip approval plan and the consolidation of all approval plans with one vendor Began a purchase on demand project in conjunction with interlibrary loan, allowing a customer-driven selection process to flow through Acquisitions Processed monographic gifts Assisted with selection of start-up collections of media, including DVDs, CDs, and audio books Sabbatical Project: Initiated digitization project involving the student newspaper, The Indiana Statesman. Involves grant procurement and digitization of one hundred years of the paper, with metadata terms assigned; and selecting software that will allow full-text keyword searching of the paper. Acquisitions Librarian, Associate Librarian, Cunningham Memorial Library, Indiana State University—June 1999-November 2003 Worked with Information Resource Development Librarian in the planning and development of the materials budget (approx. 2 million) Member of Information Resource Development Advisory Committee Coordinated the selection activities of twenty subject specialists Managed the day-to-day workflow of Monographic Acquisitions Supervised five support staff and various student workers Forged relationships with vendors, negotiating discounts and services positively Developed and managed three Approval Plans Tracked the payment processes of all involved library units Worked with other Technical Services units to streamline processes and procedures Utilized Electronic Data Interchange in the processing of monographic purchase orders in the Voyager system Member of the Voyager Management Team, the body responsible for the systems administration work of the Voyager System Developed reporting mechanisms through the extraction of data from the Acquisitions module of the Voyager system, working with Systems with regard to their execution and distribution Used Excel in reporting fund information to administrators, librarians, and faculty representatives Communicated with the Controller's Office and the ISU Foundation Offices in order to provide updated budget information to constituents Involved in collection development as art and family consumer sciences subject specialist Participated in Information Desk activities, as well as those of the Instruction and Orientation Team; participated in the delivery of online reference services Acquisitions/Training Librarian, Cunningham Memorial Library, Indiana State University—February 1999-June 1999 Learned all aspects of both Monographic Acquisitions and Periodicals, in anticipation of the retirement of the Acquisitions Librarian Assisted in the systems administration setup of the Acquisitions module of Voyager in preparation for its introduction in the Spring of 1999 Scheduled all related/necessary training opportunities for staff of all levels in preparation for the introduction of Voyager Career Center Librarian, Assistant Librarian, Indiana State University— November 1990-February 1999 Provided direct reference services to both students and staff, coordinating instruction and training in the use of library resources Designed instructional materials tailored to specific groups Coordinated all collection development activity, chairing the Career Center Library Committee Developed strategic plans for the future development of the Library; space, furniture, staffing, security, and collection needs were all considered Supervised support staff, graduate assistants, student workers, and volunteers Consulted with other schools, agencies, and departments, supplying collection development expertise in the areas of career development, business, and women's studies Reference Librarian, Indianapolis Marion County Public Library—December 1988-November 1990 Provided reference services and instruction for all ages Assisted area businessmen in research activities Developed collections in the Arts, Music, and Literature Maintained all vertical file materials Coordinated the collection of gift materials Outreach Librarian, Indianapolis Marion County Public Library—January 1986-December 1988 Provided outreach services through bookmobiles and management of station and community center collections; developed and executed programs for these stations Developed collections in the Social Sciences and the Arts Publications/Presentations/Research Publications With Alberta Comer. Is purchase on demand a worthy model? Do patrons really know what they want? In: Charleston Conference proceedings 2006; Beth R Bernhardt, Tim Daniels, Kim Steinle, eds. Westport, CT: Libraries Unlimited, 2007. With Suzanne Kapusta. “Long Live the Approval Plan, Even in a Time of Financial Constraints.” Against the Grain, June 2007, pp. 40-42. With Alberta Comer. “Is Purchase on Demand a Worthy Model? Do Patrons Really Know What They Want?” Against the Grain, February 2005, pp. 74-78. “Selecting and Acquiring Art Materials in an Academic library: Meeting the Needs of the Studio Artist.” The Acquisitions Librarian. Numbers 31/32, 2004. Also in: Fenner, Audrey, ed. Selecting Materials for Library Collections. New York: Haworth Press, 2004. With Anne Heller. “Online Ordering: Making Its Mark.” Library Journal, September 1, 1999, pp. 153-158. Editor. Career Planning and Job Searching in the Information Age. Haworth Press, 1996. (also published as The Reference Librarian, no. 55) “The Librarian’s Role in the Job Search of the Future: Issues and Ethics in the Electronic Environment.” Career Planning and Job Searching in the Information Age. Elizabeth A. Lorenzen, ed. Haworth Press, 1996. Also published as: “The Librarian’s Role in the Job Search of the Future: Issues and Ethics in the Electronic Environment.” The Reference Librarian, no. 55, 1996, pp. 1-6. Contributor. Riley, Margaret F., and Frances Roehm. The PLA Guide to Internet Job Searching. Lincolnwood, IL: VGM Career Horizons, 1996. "Finding Employment Information on the Internet: A Basic Guide." IOLUG News, February 1995. "The Virtual Career Center: Future Implications, Present Realities." Career Developments, February 1995. "Librarian for Hire: Internet Surfing for Job Search Success." Technicalities, January 1995. "The Career Center Library and the World of Work of the Future." IOLUG News, October 1994. Book Review: Handbook for the College and University Career Center. Contemporary Education, Spring 1994, p.171. With Sarah J. Batt. "The Career Center Library: A Special Library in an Academic Setting." Library Services for Career Planning, Job Searching, and Employment Opportunities, Byron Anderson, ed. Haworth Press, 1992. Also published as: With Sarah J. Batt. “The Career Center Library: A Special Library in an Academic Setting.” The Reference Librarian, no. 36, pp. 61-69. Presentations Ohio Valley Group of Technical Services Librarians Spring Meeting, Indiana University, Bloomington, Indiana, May, 2006 . “Moving Toward a Patron-Centered Collection Model: A Purchase-on-Demand Project at Indiana State University.” The Charleston Conference, Issues in Book and Serial Acquisition, November 2- 5, 2005. With Alberta Comer. “Is Purchase on Demand a Worthy Model? Do Patrons Really Know What They Want?” This talk was also given at the following regional meeting via teleconference: INCOLSA Illiad Users Group Meeting; November 1, 2005. Ohio Valley Group of Technical Services Librarians Spring Meeting, Indiana State University, Terre Haute, Indiana, May 14-16, 2003. “Electronic Data Interchange and Monographic Purchase Orders.” American Library Association Annual Conference, Chicago, IL, June 23-28, 1995. Poster Session Presentation: “The Development of an Electronic Job Search Workshop: Learning to Use the Internet in the Job Search.” Career Resource Managers Association Biannual Conference, Boston College, Boston Mass., June 6-7, 1996. “Managing the Career Resource Library: Future Implications, Present Realities.” Professional Organizations/Service Professional Memberships, Past and Present: American Library Association Association for Library Collections and Technical Services (ALCTS) Chair, Acquisitions/Copy Cataloging Workflow Discussion Group Member, Publications Committee, Acquisitions Section Library Instruction Round Table (LIRT) Member, Continuing Education Committee Art Libraries Society of North America Art Libraries Society of North America, Mid-States Chapter Charleston Conference, frequent conference attendee and presenter Ohio Valley Group of Technical Services Librarians (OVGTSL) Member, Conference Planning Committee Endeavor User Group Voyager Great Lakes User Group (VUGM) Member, Conference Planning Committee Co-chair, Vendor Relations Committee North American Serials Interest Group (NASIG) Indiana Online Users Group (IOLUG) Associate Editor, IOLUG News A Select List of Other Service Activities: University and Governance Service Member, Library Faculty Assembly (past Chair, past Secretary, past Parliamentarian) Chair, Personnel Committee (three years) Chair, Library Administrative Affairs Committee (three years) Chair, Library Faculty Affairs Committee Member, Search Committee for Vice President for Business Affairs and Finance/Secretary of the University Member, Search Committee for Dean of Graduate Studies Library Representative, University-wide Salary Appeals Advisory Committee Library Representative, University-wide Sabbatical Leaves Committee Member, Faculty Economic Benefits Committee (past Secretary) Member, Library Staff Development Committee (past Chair) Member, Faculty Senate Ad Hoc Professional Satisfaction Committee Member, Library Association Member, Editorial Board, ISU Libraries News (past editor) Member, University Arts Endowment Committee (past Secretary) Library Service: Member, Institutional Repository Committee, Library Member, Technology Committee, Library Member, Dean’s Advisory Council, Library Member, Collection Development Committee, Library National Service: Ad Hoc Member, Job and Career Information Services Committee, Adult and Lifelong Services Division, Public Library Association Community Service Library Committee, Maple Center, Terre Haute, IN (a Union Hospital affiliate providing alternative health options for the community, along with a maternal health clinic for low income families) Executive Director/President, Peacefield Equine Sanctuary, Terre Haute, Indiana (An equine rescue non-profit organization with a strong educational component) Continuing Education Program, Indiana State University (past art instructor) Experiences in Art Librarianship, 1990-present Collection Development Specialist/Liaison in Studio Art, Art Education, Art History, History of Architecture, Interior Design/Decorative Arts, Fashion Design and Merchandising, Career Development, and Women’s Studies Suggested selections for the popular browsing collection in the arts, family consumer science, and media areas Compiled accreditation report for Family and Consumer Sciences for FIDER accreditation (Interior Design) Conducted orientations for new faculty in Art and Family and Consumer Science Departments Evaluated two major gifts of art history materials Taught non-credit courses in painting, drawing and portraiture Assisted high school students with portfolio preparation for scholarship application—success rate 100% Past Member of Art Libraries Society of North America (ARLIS/NA) Past Member of ARLIS/NA Mid-States Chapter Taught library instruction component for following classes: -ARTH 271 Survey of Art History I -ARTH 151 students (Visual Arts in Civilization)—Individual instruction provided -ARTH 374--History of Architecture -ARTH170—Introduction to the Visual Arts (Art Appreciation) -ARTP680--Graduate Teaching Seminar -ENG 305T—Technical Writing (Writing Resumes), with special emphasis on Electronic Resumes and the Internet -ART 609--Research Methods for Studio Artists--Gave a presentation entitled “Art Resources in the Library, on the Web, and Beyond: Information Resources for Studio Artists”; used the Online Art Resource Guide as a starting point -Gave Special Presentation on Philip Pearlstein to painting students, prior to his visit to campus; participated in master class/discussion group with Pearlstein and upper level painting students -Conducted Library Staff Training for the Art Databases Resume of Equestrian Activities for Elizabeth A. Lorenzen Elizabeth A. Lorenzen 9811 East Davis Ave. Terre Haute, IN 47805 812/877-9539 firstname.lastname@example.org (812) 237-4397 (work) (812) 243-3889 (cell) Education/Professional Training Karen Heckman—Dressage (1998-1999) Laura Paling Claiborne Backus—Dressage, Combined Training (1996-1998) Joyce Heiser—Dressage (1992-1994) Elizabeth R. TeSelle—Dressage, Combined Training (1984-1992) Tricia Deal—Hunt seat, Jumping (1983-1984) Clinics with the following: Dressage Clinics with Elaine Gibala, Elke Herrman, James and Sharon Rowe, Bonna McCuiston, Charles DeKunffy, Jean Claude Racinet, and Sandy Hotz; Bob Tweedlie (Jumping), Nadeem Noon (Dressage and Eventing), Holly Johnson (Eventing). Numerous other clinics in Dressage, Equine Massage Therapy, and T.E.A.M. Riding Experience Dressage --schooled to Second Level; showed at Training Level Combined Training--schooled to Novice Level Jumping--Schooled to 4’; showed Low Jumpers Western Pleasure, Barrel Racing, Trail. Training Experience—Have experience rehabilitating Thoroughbreds from the race track, handling and starting young horses, managing the care of older horses, and rehabilitating injured horses. Other Training Interests—Centered Riding, T.E.A.M. (Tellington-Jones Equine Awareness Method), Monty Roberts’ Join Up, Equine Massage Therapy. Barn Management Experience Managed private farm in Vigo County, IN—1993-present Employee, Devonshire Equestrian Center--1988-89 Handler/trainer at private Welsh pony (Section B) farm in Bloomington, IN--1989-90. Event Planning Experience—have planned and organized several dressage clinics, volunteered at a variety of multidisciplinary shows and combined training events; volunteered at the Pan American Games in Indianapolis (1987) for Dressage and 3-Day Eventing venues.
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