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LIBRARY BOARD Packet - 4/17/2018 CITY OF MUSKEGO LIBRARY BOARD AGENDA April 17, 2018 5:00 PM Library Conference Room, S73 W16663 Janesville Road CALL TO ORDER PLEDGE OF ALLEGIANCE ROLL CALL STATEMENT OF PUBLIC NOTICE PUBLIC COMMENT CONSENT AGENDA 1. Approval of minutes from March 20th, 2018 2. Place on file the Library Financial Reports from March 2018 PRESIDENT’S REPORT Information 1. Appreciation for outgoing Library Board members DIRECTOR’S REPORT Information UNFINISHED BUSINESS Discussion update and possible action may be taken on any or all of the following: NEW BUSINESS Discussion update and possible action may be taken on any or all of the following: 1. Discussion regarding May election of officers and committees 2. Approval and signing of 2019 Allowable Costs Worksheet 3. Meeting room policy review COMMUNICATIONS AND MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW ADJOURNMENT NOTICE PLEASE NOTE: It is possible that members of and possibly a quorum of members of other governmental bodies of the municipality may be in attendance at the above-mentioned meeting to gather information; no action will be taken by any governmental body at the above-stated meeting other than the governmental body specifically referred to above in this notice. Upon reasonable notice, efforts will be made to accommodate the needs of disabled individuals through appropriate aids and services. For additional information or to request this service, contact Muskego City Hall, (262) 679-4100. CITY OF MUSKEGO Unapproved LIBRARY BOARD MINUTES March 20, 2018 5:00PM Library Conference Room, S73 W16663 Janesville Road CALL TO ORDER President Robertson called the meeting to order at 5:01 PM. PLEDGE OF ALLEGIANCE ROLLCALL Present were trustees Robertson, Konkel, Ald. Borgman, Heinowski, Darkow, Keil, and Tomaszewski. Trustees Schaefer and Stuart were excused. STATEMENT OF PUBLIC NOTICE PUBLIC COMMENT CONSENT AGENDA Ald. Borgman made a motion to approve the CONSENT AGENDA, Trustee Darkow seconded. Motion Passed 7 in favor. 1. Approval of minutes- February 20, 2018 2. Place on file the Library Financial Reports PRESIDENT'S REPORT Information DIRECTOR'S REPORT Information UNFINISHED BUSINESS Discussion update and possible action may be taken on any or all of the following: NEW BUSINESS Discussion update and possible action may be taken on any or all of the following: 1. Library closure approval for construction completion and in-service 2. Re-approval of 2017 annual report Ald. Borgman made a motion to approve the updated 2017 Annual Report, Trustee Tomaszewski seconded. Motion Passed 7 in favor. 3. Policy review: Computer and Internet Use Policy Trustee Tomaszewski made a motion to approve the Computer and Internet Use Policy, Trustee Darkow seconded. Motion Passed 7 in favor. COMMUNICATIONS AND MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW ADJOURNMENT Trustee Konkel made a motion to approve ADJOURNMENT, Ald. Borgman seconded. Motion Passed 7 in favor. Meeting adjourned at 6:04 PM. CITY OF MUSKEGO Payment Approval Report - Library Board Report Alpha Page: 1 Report dates: 3/1/2018-3/31/2018 Apr 11, 2018 02:21PM Report Criteria: Detail report. Invoices with totals above $0 included. Paid and unpaid invoices included. [Report].Description = {<>} "1099 adjustment" Invoice Detail.Type = {>} "adjustments" Invoice Detail.GL account = "1000571000000"-"1000571999999","5020000000000"-"5029999999999","5030000000000"-"5039999999999","4100890716500"-"4100890716599" Invoice Number SeqNo Type Description Invoice Date Payment Due Date Total Cost GL Period GL Account Number AMS ALARM, LLC 4C1031-0218 1 Invoice ANNUAL ALARM MONITORING 02/26/2018 03/13/2018 564.00 318 100.05.71.00.5415 T40836-0218 1 Invoice MAINTENANCE 02/27/2018 03/27/2018 564.00 318 100.05.71.00.5415 Total AMS ALARM, LLC:1,128.00 BAKER & TAYLOR COMPANY 0003066461 1 Invoice PRINT 02/13/2018 03/13/2018 10.17-318 100.05.71.01.5711 0003070438 1 Invoice PRINT 03/01/2018 03/27/2018 30.00-318 100.05.71.01.5711 2033508964 1 Invoice PRINT 02/14/2018 03/13/2018 110.96 318 100.05.71.01.5711 2033524363 1 Invoice PRINT 02/21/2018 03/13/2018 711.37 318 100.05.71.01.5711 2033524363 2 Invoice AV 02/21/2018 03/13/2018 6.67 318 100.05.71.02.5711 2033531209 1 Invoice PRINT 02/23/2018 03/13/2018 763.81 318 100.05.71.01.5711 2033535484 1 Invoice PRINT 02/27/2018 03/27/2018 32.77 318 100.05.71.01.5711 2033542396 1 Invoice PRINT 03/01/2018 03/27/2018 2,087.87 318 100.05.71.01.5711 2033545784 1 Invoice PRINT 03/01/2018 03/27/2018 10.80 318 100.05.71.01.5711 2033545784 2 Invoice REPLACEMENT 03/01/2018 03/27/2018 26.38 318 100.05.71.00.5774 2033545990 1 Invoice PRINT 03/02/2018 03/27/2018 1,348.10 318 100.05.71.01.5711 2033548420 1 Invoice PRINT 03/05/2018 03/27/2018 1,128.90 318 100.05.71.01.5711 2033563479 1 Invoice REPLACEMENT 03/12/2018 03/27/2018 9.57 318 100.05.71.00.5774 2033563479 2 Invoice PRINT 03/12/2018 03/27/2018 697.08 318 100.05.71.01.5711 5014892178 1 Invoice PRINT 02/21/2018 03/13/2018 50.04 318 100.05.71.01.5711 5014902225 1 Invoice PRINT 02/28/2018 03/27/2018 60.78 318 100.05.71.01.5711 5014912449 1 Invoice PRINT 03/07/2018 03/27/2018 80.28 318 100.05.71.01.5711 Total BAKER & TAYLOR COMPANY:7,085.21 BAKER & TAYLOR ENTERTAINMENT B81693050 1 Invoice AV 02/13/2018 03/13/2018 10.79 318 100.05.71.02.5711 B81845100 1 Invoice AV 02/14/2018 03/13/2018 152.50 318 100.05.71.02.5711 B81981520 1 Invoice AV 02/16/2018 03/13/2018 12.74 318 100.05.71.02.5711 B81995120 1 Invoice AV 02/16/2018 03/13/2018 654.29 318 100.05.71.02.5711 B82263210 1 Invoice AV 02/20/2018 03/13/2018 71.97 318 100.05.71.02.5711 B82263211 1 Invoice AV 02/20/2018 03/13/2018 145.14 318 100.05.71.02.5711 B82883640 1 Invoice AV 02/27/2018 03/13/2018 7.19 318 100.05.71.02.5711 B83053640 1 Invoice AV 02/28/2018 03/27/2018 212.90 318 100.05.71.02.5711 B83507370 1 Invoice AV 03/05/2018 03/27/2018 10.79 318 100.05.71.02.5711 B83541720 1 Invoice AV 03/06/2018 03/27/2018 28.77 318 100.05.71.02.5711 B83541721 1 Invoice AV 03/06/2018 03/27/2018 21.59 318 100.05.71.02.5711 T75956890 1 Invoice AV 02/14/2018 03/13/2018 14.39 318 100.05.71.02.5711 T76653990 1 Invoice AV 02/28/2018 03/27/2018 10.75 318 100.05.71.02.5711 T76741310 1 Invoice AV 03/02/2018 03/27/2018 10.79 318 100.05.71.02.5711 Total BAKER & TAYLOR ENTERTAINMENT:1,364.60 COMPLETE OFFICE OF WIS 262372 1 Invoice MAINTENANCE 02/23/2018 03/13/2018 384.20 318 100.05.71.00.5415 272447 1 Invoice SUPPLIES 03/09/2018 03/27/2018 71.61 318 100.05.71.00.5701 274430 1 Invoice SUPPLIES 03/13/2018 03/27/2018 8.72 318 100.05.71.00.5701 CITY OF MUSKEGO Payment Approval Report - Library Board Report Alpha Page: 2 Report dates: 3/1/2018-3/31/2018 Apr 11, 2018 02:21PM Invoice Number SeqNo Type Description Invoice Date Payment Due Date Total Cost GL Period GL Account Number Total COMPLETE OFFICE OF WIS:464.53 DEMCO EDUCATIONAL CORP 6317744 1 Invoice PROCESSING 02/22/2018 03/13/2018 1,895.05 318 100.05.71.00.5702 6324537 1 Invoice PROCESSING 03/02/2018 03/27/2018 893.34 318 100.05.71.00.5702 FOL/6316928 1 Invoice PROGRAMMING 02/21/2018 03/13/2018 345.54 318 100.05.71.00.6062 Total DEMCO EDUCATIONAL CORP:3,133.93 ELLIOTS ACE HARDWARE 601005/031318 2 Invoice LIBRARY MAINT 02/28/2018 03/13/2018 68.93 318 100.05.71.00.5415 Total ELLIOTS ACE HARDWARE:68.93 FEH DESIGN 108823 1 Invoice CHILDRENS REDESIGN 02/13/2018 03/13/2018 3,166.68 318 410.08.90.71.6508 108874 1 Invoice CHILDRENS AREA REDESIGN 03/12/2018 03/27/2018 1,078.20 318 410.08.90.71.6508 Total FEH DESIGN:4,244.88 FINDAWAY WORLD,LLC 245499 1 Invoice AV 02/22/2018 03/13/2018 319.94 318 100.05.71.02.5711 Total FINDAWAY WORLD,LLC:319.94 FIRST BUSINESS 3469/032718 1 Invoice CONFERENCES & TRAINING 02/27/2018 03/27/2018 15.00 318 100.05.71.00.5303 3871/032718 1 Invoice PRINT 02/27/2018 03/27/2018 443.88 318 100.05.71.01.5711 3897/032718 1 Invoice PROGRAMMING - FOL 02/27/2018 03/27/2018 25.43 318 100.05.71.00.6062 3897/032718 2 Invoice SUPPLIES 02/27/2018 03/27/2018 45.48 318 100.05.71.00.5701 3905/032718 1 Invoice PROGRAMMING 02/27/2018 03/27/2018 23.02 318 100.05.71.00.6062 3913/032718 1 Invoice AV 02/27/2018 03/27/2018 99.24 318 100.05.71.02.5711 3913/032718 2 Invoice SUPPLIES 02/27/2018 03/27/2018 29.40 318 100.05.71.00.5701 3913/032718 3 Invoice PROGRAMMING - FOL 02/27/2018 03/27/2018 635.22 318 100.05.71.00.6062 3913/032718 4 Invoice PROGRAMMING 02/27/2018 03/27/2018 117.61 318 100.05.71.00.6062 Total FIRST BUSINESS:1,434.28 HEARTLAND BUSINESS SYSTEMS HBS00558572 1 Invoice LIB. HOST ANNUAL MAIN.02/23/2018 03/27/2018 645.00 318 100.05.71.00.5505 HBS00558581 2 Invoice LIB. FIREWALL RENEWAL 02/23/2018 03/27/2018 1,051.00 318 100.05.71.00.5505 HBS00558599 1 Invoice ANNUAL MAIN. AP'S 02/23/2018 03/27/2018 613.00 318 100.05.71.00.5505 Total HEARTLAND BUSINESS SYSTEMS:2,309.00 JAMES IMAGING SYSTEMS INC (lease) 352856934 1 Invoice LIBRARY EQUIPMENT 03/09/2018 03/27/2018 443.88 318 100.05.71.00.5401 Total JAMES IMAGING SYSTEMS INC (lease):443.88 JANI-KING INC- MILW REGION MIL03180159 3 Invoice CLEANING - LIBRARY MARCH 03/01/2018 03/13/2018 3,049.00 318 100.05.71.00.5835 Total JANI-KING INC- MILW REGION:3,049.00 JM BRENNAN, INC. SALES000093 1 Invoice MAINTENANCE 02/15/2018 03/13/2018 4,245.86 318 100.05.71.00.5415 CITY OF MUSKEGO Payment Approval Report - Library Board Report Alpha Page: 3 Report dates: 3/1/2018-3/31/2018 Apr 11, 2018 02:21PM Invoice Number SeqNo Type Description Invoice Date Payment Due Date Total Cost GL Period GL Account Number SALES000093 1 Invoice MAINTENANCE 02/23/2018 03/13/2018 910.00 318 100.05.71.00.5415 SALES000093 1 Invoice MAINTENANCE 02/23/2018 03/13/2018 2,248.52 318 100.05.71.00.5415 Total JM BRENNAN, INC.:7,404.38 KUJAWA ENTERPRISES INC. 114856 1 Invoice MAINTENANCE 03/02/2018 03/27/2018 61.00 318 100.05.71.00.5415 Total KUJAWA ENTERPRISES INC.:61.00 MICROMARKETING LLC 707206 1 Invoice AV 02/08/2018 03/13/2018 19.99 318 100.05.71.02.5711 708103 1 Invoice AV 02/16/2018 03/13/2018 8.50 318 100.05.71.02.5711 709857 1 Invoice AV 03/05/2018 03/27/2018 8.50 318 100.05.71.02.5711 710570 1 Invoice AV 03/06/2018 03/27/2018 77.48 318 100.05.71.02.5711 Total MICROMARKETING LLC:114.47 MIDWEST TAPE 95841178 1 Invoice AV 02/20/2018 03/13/2018 73.48 318 100.05.71.02.5711 95854689 1 Invoice AV 02/24/2018 03/13/2018 104.97 318 100.05.71.02.5711 95882224 1 Invoice AV 03/05/2018 03/27/2018 41.99 318 100.05.71.02.5711 Total MIDWEST TAPE:220.44 NORELLI, DEANNA NO032718-LIB 1 Invoice ROOM RENTAL 03/13/2018 03/27/2018 262.50 318 100.05.71.00.4544 Total NORELLI, DEANNA:262.50 PENGUIN RANDOM HOUSE LLC 1086515071 1 Invoice AV 02/08/2018 03/13/2018 45.00 318 100.05.71.02.5711 1086587010 1 Invoice AV 02/14/2018 03/13/2018 80.00 318 100.05.71.02.5711 Total PENGUIN RANDOM HOUSE LLC:125.00 SAFEWAY PEST MANAGEMENT INC. 9092/032718 2 Invoice PEST CONTROL LIB/FEB 03/12/2018 03/27/2018 38.00 318 100.05.71.00.5415 Total SAFEWAY PEST MANAGEMENT INC.:38.00 THE REESE GROUP, LLC RE032718-LIB 1 Invoice CHILDRENS AREA REDESIGN 03/19/2018 03/27/2018 22,759.15 318 410.08.90.71.6508 Total THE REESE GROUP, LLC:22,759.15 TIME WARNER CABLE 063003301022 1 Invoice COMPUTER CHARGES 02/24/2018 03/27/2018 94.57 318 100.05.71.00.5505 Total TIME WARNER CABLE:94.57 U.S. CELLULAR 0237033687 7 Invoice MONTHLY CHARGE- LIBRARY 02/28/2018 03/27/2018 10.00 318 100.05.71.00.5602 Total U.S. CELLULAR:10.00 USA FIRE PROTECTION USA054120 1 Invoice MAINTENANCE 02/16/2018 03/13/2018 180.00 318 100.05.71.00.5415 CITY OF MUSKEGO Payment Approval Report - Library Board Report Alpha Page: 4 Report dates: 3/1/2018-3/31/2018 Apr 11, 2018 02:21PM Invoice Number SeqNo Type Description Invoice Date Payment Due Date Total Cost GL Period GL Account Number Total USA FIRE PROTECTION:180.00 WAUKESHA COUNTY TREASURER 2018-0000010 1 Invoice SUPPLIES 01/31/2018 03/13/2018 300.00 318 100.05.71.00.5701 2018-0000012 1 Invoice SUPPLIES 01/31/2018 03/13/2018 117.00 318 100.05.71.00.5701 2018-0000017 1 Invoice ELECTRONIC MATERIALS 03/01/2018 03/27/2018 1,411.00 318 100.05.71.03.5711 FOL/2018-000 1 Invoice SUPPLIES 02/13/2018 03/13/2018 288.00 318 100.05.71.00.5701 Total WAUKESHA COUNTY TREASURER:2,116.00 WE ENERGIES 5499-564-961/2 Invoice LIBRARY - ELECTRIC 02/28/2018 03/13/2018 3,625.97 318 100.05.71.00.5910 5499-564-961/1 Invoice LIBRARY - GAS 02/28/2018 03/13/2018 1,995.77 318 100.05.71.00.5910 Total WE ENERGIES:5,621.74 Grand Totals: 64,053.43 Report Criteria: Detail report. Invoices with totals above $0 included. Paid and unpaid invoices included. [Report].Description = {<>} "1099 adjustment" Invoice Detail.Type = {>} "adjustments" Invoice Detail.GL account = "1000571000000"-"1000571999999","5020000000000"-"5029999999999","5030000000000"-"5039999999999","4100890716500"-"4100890716599" CITY OF MUSKEGO Budget Worksheet - Library Expenditures Current Year w/ Monthly Total Page: 1 Period: 03/18 Apr 11, 2018 04:35PM 2018-18 2018-18 2018-18 2018-18 % Actual Over / Adopted Amended YTD Current Month To (Under) Account Number Account Title Budget Budget Actual Actual Budget Budget GENERAL FUND CULTURE, REC AND EDUCATION 100.05.71.00.5101 SALARY & WAGES 613,713.00 613,713.00 117,625.09 42,381.79 19.17%496,087.91- 100.05.71.00.5102 OVERTIME 2,000.00 2,000.00 .00 .00 .00 2,000.00- 100.05.71.00.5201 FICA 48,484.00 48,484.00 9,309.62 3,345.97 19.20%39,174.38- 100.05.71.00.5202 PENSION 39,332.00 39,332.00 7,319.80 2,637.59 18.61%32,012.20- 100.05.71.00.5203 HEALTH 91,083.00 91,083.00 6,649.95 2,216.65 7.30%84,433.05- 100.05.71.00.5204 LIFE 1,420.00 1,420.00 309.84 103.28 21.82%1,110.16- 100.05.71.00.5205 FSA FEE EXPENSE .00 .00 .00 .00 .00 .00 100.05.71.00.5229 HEALTH INSURANCE ALLOWANCE 18,060.00 18,060.00 5,715.00 1,905.00 31.64%12,345.00- 100.05.71.00.5302 MILEAGE 1,200.00 1,200.00 189.19 70.09 15.77%1,010.81- 100.05.71.00.5303 CONFERENCES & TRAINING 3,500.00 3,500.00 171.00 15.00 4.89%3,329.00- 100.05.71.00.5305 DUES & MEMBERSHIP 1,300.00 1,300.00 .00 .00 .00 1,300.00- 100.05.71.00.5401 LIBRARY EQUIPMENT 20,500.00 20,500.00 6,758.75 443.88 32.97%13,741.25- 100.05.71.00.5415 MAINTENANCE OF BLDG & GROUNDS 36,700.00 36,700.00 11,775.14 9,264.51 32.08%24,924.86- 100.05.71.00.5505 COMPUTER CHARGES 41,040.00 41,040.00 22,612.71 2,403.57 55.10%18,427.29- 100.05.71.00.5602 TELEPHONE 300.00 300.00 30.00 10.00 10.00%270.00- 100.05.71.00.5701 OFFICE SUPPLIES AND EXPENSES 8,000.00 8,000.00 1,737.65 860.21 21.72%6,262.35- 100.05.71.00.5702 PROCESSING SUPPLIES 17,500.00 17,500.00 3,017.78 2,788.39 17.24%14,482.22- 100.05.71.00.5703 HOUSEKEEPING SUPPLIES 3,800.00 3,800.00 260.76 .00 6.86%3,539.24- 100.05.71.00.5740 LIBRARY GRANT EXPENSE .00 .00 .00 .00 .00 .00 100.05.71.00.5752 LIBRARY FRIENDS EXPENSE .00 .00 .00 .00 .00 .00 100.05.71.00.5774 LIBRARY REPLACEMENT 1,300.00 1,300.00 55.95 35.95 4.30%1,244.05- 100.05.71.00.5835 HOUSEKEEPING SERVICES 38,000.00 38,000.00 12,196.00 3,049.00 32.09%25,804.00- 100.05.71.00.5910 GAS & ELECTRIC 75,000.00 75,000.00 17,000.95 5,621.74 22.67%57,999.05- 100.05.71.00.5915 SEWER & WATER 2,500.00 2,500.00 568.20 .00 22.73%1,931.80- 100.05.71.00.6062 PROGRAMMING 6,000.00 6,000.00 2,811.51 1,146.82 46.86%3,188.49- 100.05.71.01.5711 PRINT MATERIALS 115,000.00 115,000.00 30,010.58 7,486.47 26.10%84,989.42- 100.05.71.01.5713 PRINT MATERIALS - ADULT .00 .00 .00 .00 .00 .00 100.05.71.02.5711 AUDIO VISUAL MATERIALS 50,000.00 50,000.00 8,772.00 2,250.36 17.54%41,228.00- 100.05.71.03.5711 ELECTRONIC MATERIALS 16,000.00 16,000.00 7,806.00 1,411.00 48.79%8,194.00- 100.05.71.03.5714 AUDIO VISUAL MATERIAL - A.V..00 .00 .00 .00 .00 .00 100.05.71.11.5713 PRINT MATERIALS - JUVENILE .00 .00 .00 .00 .00 .00 100.05.71.12.5714 AUDIO VISUAL MATERIAL - JUVENL .00 .00 .00 .00 .00 .00 100.05.71.14.5713 PRINT MATERIALS - MISC .00 .00 .00 .00 .00 .00 100.05.71.18.5713 PRINT MATERIALS - NEWSPAPER .00 .00 .00 .00 .00 .00 100.05.71.19.5713 PRINT MATERIALS - PERIODICALS .00 .00 .00 .00 .00 .00 100.05.71.23.5713 PRINT MATERIALS - REFERENCE .00 .00 .00 .00 .00 .00 100.05.71.26.5713 PRINT MATERIALS - SERIALS .00 .00 .00 .00 .00 .00 100.05.71.35.5714 AUDIO VISUAL MATRL - DATA BASE .00 .00 .00 .00 .00 .00 100.05.71.36.5713 PRINT MATERIALS - YOUNG ADULT .00 .00 .00 .00 .00 .00 Total LIBRARY DEPARTMENT:1,251,732.00 1,251,732.00 272,703.47 89,447.27 21.79%979,028.53- CITY OF MUSKEGO Budget Worksheet - Library Revenues Current Year w/ Monthly Total Page: 1 Period: 03/18 Apr 11, 2018 03:35PM 2018-18 2018-18 2018-18 2018-18 % Actual Over / Adopted Amended YTD Current month To (Under) Account Number Account Title Budget Budget Actual Actual Budget Budget GENERAL FUND CULTURE, REC AND EDUCATION 100.05.71.00.4140 LIBRARY GRANTS REVENUE .00 .00 .00 .00 .00 .00 100.05.71.00.4150 LIBRARY - SYSTEM, ETC 116,472.00 116,472.00 3,199.80 2,117.32 2.75%113,272.20- 100.05.71.00.4274 LIBRARY LOST AND DAMAGED 1,300.00 1,300.00 275.55 199.47 21.20%1,024.45- 100.05.71.00.4313 LIBRARY FINES 17,000.00 17,000.00 3,819.25 2,804.07 22.47%13,180.75- 100.05.71.00.4314 LIBRARY TAXABLE REVENUE 9,000.00 9,000.00 2,460.00 1,682.00 27.33%6,540.00- 100.05.71.00.4542 LIBRARY PHONE USE .00 .00 .00 .00 .00 .00 100.05.71.00.4544 ROOM RENTAL 1,000.00 1,000.00 350.00 350.00 35.00%650.00- 100.05.71.00.4551 SALE OF F/A - COMPUTERS .00 .00 .00 .00 .00 .00 100.05.71.00.4552 LIBRARY FRIENDS REVENUE .00 .00 2,323.34 2,323.34 .00 2,323.34 Total LIBRARY DEPARTMENT:144,772.00 144,772.00 12,427.94 9,476.20 8.58%132,344.06- CITY OF MUSKEGO BALANCE SHEET MARCH 31, 2018 LIBRARY EXPANSION TRUST FUND ASSETS 502.00.00.00.1001 EQUITY IN POOLED CASH ( 32,897.00) 502.00.00.00.1011 CASH IN BANK- LIBRARY-1B 12,846.72 502.00.00.00.1105 LIBRARY INVESTMENTS 43,789.85 TOTAL ASSETS 23,739.57 LIABILITIES AND EQUITY FUND EQUITY 502.00.00.00.3501 FUND BALANCE-RESERVED 61,692.95 502.00.00.00.3520 FUND BAL-UNRESERVED UNDESIGNAT ( 38,004.86) REVENUE OVER EXPENDITURES - YTD 51.48 TOTAL FUND EQUITY 23,739.57 TOTAL LIABILITIES AND EQUITY 23,739.57 CITY OF MUSKEGO BALANCE SHEET MARCH 31, 2018 FEDERATED LIBRARY SYSTEM FUND ASSETS 503.00.00.00.1001 EQUITY IN POOLED CASH 122,541.90 TOTAL ASSETS 122,541.90 LIABILITIES AND EQUITY FUND EQUITY 503.00.00.00.3510 FUND BALANCE-RESERVED 14,784.97 503.00.00.00.3520 FUND BAL-UNRESERVED UNDESIGNAT 107,712.93 REVENUE OVER EXPENDITURES - YTD 44.00 TOTAL FUND EQUITY 122,541.90 TOTAL LIABILITIES AND EQUITY 122,541.90 Director’s Report March 20th, 2018 1. Adult Services Update (from Elke Saylor, Head of Reference and Samantha Quail, Adult Services Librarian): As I write this, we are celebrating National Library Week, as well as the end of tax season. Over the past eight weeks, out AARP TaxAide crew prepared tax returns for ca. 150 people! In honor of National Library Week, we are handing out stickers and bookmarks to our patrons and Amanda has created some wonderful website banners featuring photos of the old library in the basement of City Hall coupled with data about our 2018 offerings to the public in terms of collection, meeting spaces, etc. The Friends once again are rewarding the staff with a luncheon catered by Panera – this is always a much appreciated treat. Sam is busy planning the Adult Summer Reading Program and soliciting prizes from area businesses and cultural institutions. Elke is beginning to plan the move of the children’s collections back to their new homes. This requires a lot of work with measuring tape and more math than she would like, but it will all be worth it on moving day. 2. Children’s Update (from Abby Bussen, Children’s Librarian): March brought an end to our phenomenally successful SlimeTime program and with the end of it came a new 4-week program focusing on robots, RoboClub. In addition to a monthly Comic Book Book Club, a Read Aloud Crowd, Rock the Block LEGO Club, and a Family Picturebook Brunch, we welcomed back our friends from JumpBunch, who led two fun, high-energy exercise classes for our kiddos. We also spent much time in March preparing for our upcoming Summer Reading Program as well as our move back into our children’s area. We have much to look forward to in April and May, most notably the completion of the children’s area renovation at the end of May! We can’t wait! 3. Young Adult Update (from Amanda Hyland, Young Adult Librarian): The Young Adult Librarian created marketing materials for National Library Week for in-house use, the library website, and the Facebook page. She attended a program with other Bridges Librarians on escape rooms in preparation for creating an escape room for teens at the library for the summer reading program. She is also currently creating marketing materials for the Friends of the Library’s 2018 Annual Craft Beer and Wine Festival. The teen programs for March included a Lucky Charms Scavenger Hunt, and Level Up Gaming at the Library. 4. Children’s Area Update: Demolition has been completed and the electric and fire suppression work are almost done. The frame of the cloud ceiling system is up. I issued a change order to repair dry wall cracks in the soffit and ceiling that predated the project (due to building settling). We used construction contingency funds so the project remains on budget. The project remains on schedule. The furniture delivery and collection move will take place May 29th and May 30th (with the library being closed on these dates). Advertising of these closure dates will begin shortly. 5. Other Updates: a. April 8th – 14th was National Library Week! A proclamation was issued by the Mayor and City Council. b. Susan Folz started as a Library Aide to fill the vacant position. Her first day was Monday, April 9th. c. Brittany and Laura visited Tudor Oaks to visit their library, see how our book deposit collection integrates, and ways that we can continue to provide a relevant collection to the residents. d. The In-Service day will most likely be moved to the Fall, to avoid too many closure dates in May. e. Coming up: May Meeting (Election of Officers and Committees), June Meeting (Trustee Essential Chapter on Library Budget, schedule Strategic Planning Committee Meeting for 2019 Capital Budget discussions), July Meeting (2019 Operating Budget discussions and 2019 Capital Budget approval), August Meeting (Exemption from County Levy, 2019 Operating Budget approval). 6. Continuing Education: In March Amanda attended the Teen Think Tank, Abby attended “Block Play: Building a Foundation of Early Learning in the Library” as well as “Play Therapy Techniques in Early Childhood Settings”, and Samantha and Brittany attended a Project Management workshop. 7. Employee Anniversaries in April: Laura Boeck, Reference Assistant (18 years), Stacy Rogowski, Library Aide (1 year) JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC TOTAL MAR YTD Checkouts 2017 23,280 22,488 25,479 22,564 21,917 28,959 29,044 25,946 20,266 22,451 20,987 16,966 280,347 71,247 2018 23,110 21,362 23,503 67,975 67,975 % Change -0.7%-5.0%-7.8%-4.6% eBook Checkouts 2017 1,654 1,453 1,774 1,700 1,568 1,683 1,717 1,729 1,654 1,669 1,507 1,592 19,700 4,881 2018 1,889 1,798 1,997 5,684 5,684 % Change 14.2%23.7%12.6%16.5% Self-Service Transaction Percentage of Total Circ (Self-check, Online Renewals, and eBook Checkouts/Checkouts and eBook Checkouts) 2017 56.4%56.5%57.3%59.4%57.7%51.7%59.1%55.7%60.0%59.1%58.6%66.8%57.1%56.8% 2018 56.9%57.3%60.1%58.1%58.1% Library Visits 2017 10,901 11,146 13,100 10,339 10,600 14,598 13,934 12,585 9,812 10,788 9,897 7,786 135,486 35,147 2018 9,996 10,695 11,784 32,475 32,475 % Change -8.3%-4.1%-10.0%-7.6% Reference Transactions 2017 1,224 1,237 1,425 1,080 1,133 992 1,077 1,206 874 1,064 979 932 13,223 3,886 2018 1,387 1,249 1,407 4,043 4,043 % Change 13.3%1.0%-1.3%4.0% Meeting Room Use 2017 88 96 99 76 88 69 76 84 79 87 85 68 995 283 2018 101 93 102 296 296 % Change 14.8%-3.1%3.0%4.6% Monthly Statistics for Muskego Public Library 2018 Allowable Costs Form for 2019 budget Muskego - Final 4/12/2018 T:\Departments\Library\Library Board\2018-04 Board Packet\Individuals\Allowable Costs Form for 2019 budget Muskego - Final Library Name: Description Annual Report Reference 2017 Actuals (Per Annual Report) 2018 Municipal Adopted Budget Library Notes or Comments Revenues Local Municipal Library Operating Revenue Section V, 1 (for 2017) and Section V, 9 (for 2018)$1,058,319 $1,106,960 Home County Operating Revenue Section V, 2(a)$49,398 $50,320 Other County Payments for Library Services Section V, 2(b)$63,448 $55,518 2018 based on 2016 circ reimbursement payable in 2018 State Funds (e.g. Innovation Grant, Hotspots)Section V, 3 $2,252 $1,546 Federal Funds Section V, 4 $0 $0 Contract Income Section V, 5 $0 $0 Funds Carried Forward for Operations Section V, 6 $0 $0 All Other Operating Income Section V, 7 $32,639 $28,300 2018 based on budget less Grant & System revenue Indirect Cost Funding (If applicable and if not already counted in Municipal Operating Revenue)N/A - Field should match Indirect Cost field in Expenditures listed below $59,187 $59,187 2018 is based on 2017 actuals Total Revenues $1,265,243 $1,301,832 Expenditures Operating Expenditures Section VI, 6 $1,115,254 $1,251,732 based on 2018 budget Indirect Costs (If applicable and if not already counted in another field) N/A - Field should match Indirect Cost Funding in Revenues listed above $59,187 $59,187 2018 is based on 2017 actuals Total Operating Expenditures $1,174,441 $1,310,919 Library Capital and Debt Section VII (1 & 2)$588,713 $357,037 2018 Capital Projects - Children's Redesign, Carpeting, Furniture Total Expenditures $1,763,154 $1,667,956 The information listed above is a correct statement of the Library's spending for 2017 actuals and 2018 budget. Please provide any additional comments in the box below. __________________________________________________________________ Board President Date __________________________________________________________________ Library Director Date Muskego Instructions: Fill out the following financial information as they pertain to prior year actuals and the current year budget. For prior year actual information, please verify that all applicable information matches the reference fields certified in the annual report. For current year adopted budget information, please reflect the numbers adopted by your municipal entity, effective January 1st. Allowable Cost Worksheet for Waukesha County Libraries - in Bridges Library System Library Meeting Rooms Policy, Page 1 of 4 Adopted by the Board of Trustees of the Muskego Public Library on July 21, 2015. Library Meeting Rooms Policy The Library’s meeting rooms consist of four rooms in the lobby and one outdoor amphitheater. Primary use of the Library’s meeting rooms is for Library programming. Library and City use of meeting rooms ranks as first priority and the Library reserves the right to cancel an existing reservation if the room is needed by the Library or City to be determined at their sole discretion. Whenever possible, 24 hour notice will be given. Reservations can be made starting September 1st for the following calendar year. Organizations are limited to two evening reservations per month. An evening reservation is a meeting that starts at 5:00 pm or later, or a meeting that starts any time before 5:00 pm and ends at 6:00 pm or later. A parent organization and its sub-groups will be considered as separate entities if this is specified at the time of application. When the rooms are not needed for Library or City activities, they are available for use for other organizations as follows: • Non-profit, civic, and community organizations. o There is no charge for non-profit organizations. o Proof of tax exempt status may be required to establish eligibility to use the rooms without a fee. • Individual, private, and commercial uses by Muskego residents or Muskego businesses. o The fee to use rooms 1, 2, or 3 is $25.00 per hour or portion of an hour. o The fee to use room 4 or the amphitheater is $50.00 per hour or portion of an hour. o The fee is payable at the time of application. o If an organization does not notify the Library of a meeting cancellation before its scheduled start time the fee will not be refunded. Meeting rooms may not be used for any purpose which, in the opinion of the Director and/or Library Board, may interfere with the normal use of the Library. The Library Board subscribes to the tenets of the American Library Association’s Bill of Rights, which states in part, “Libraries which make exhibit spaces and meeting rooms available to the public they serve should make such facilities available on an equitable basis, regardless of the beliefs or affiliations of individuals or groups requesting their use.” Use of the meeting rooms does not constitute an endorsement by the Library of the views of those utilizing Library meeting rooms. How To Apply for Use of a Room Meeting room applications are available at the reference desk and on the Library’s website. The completed and signed application form may be returned to the reference desk, emailed, faxed, or DR A F T Library Meeting Rooms Policy, Page 2 of 4 Adopted by the Board of Trustees of the Muskego Public Library on July 21, 2015. mailed to the Library. Meeting rooms are assigned by Library staff based on the size of the group expected and room availability. Organizations may not reserve more than two rooms at the same time on a regular basis. The application must be signed by an authorized adult representative of the organization who shall be personally responsible for the conduct at the meeting and for any damages incurred. Although telephone applications will not be accepted, the reference staff will provide the current availability of a room over the telephone. A completed application form must be on file at the Library for a reservation to be approved. Room Hours The Library’s meeting rooms are available during Library hours. Organizations may stay up to an hour past closing time with prior permission from the Library Director or the Director’s designee. Organizations leaving after the Library has closed must make sure exterior doors are closed securely. Room Capacity and Equipment The Library has four public meeting rooms available, with capacities ranging from 25 to 100. Each room is equipped with tables and chairs. Extra tables and chairs are available for organizations to meet their individual needs. The Library does not assume responsibility for and is unable to assist organizations in setting up their rooms. When the meeting is concluded, all furniture must be arranged according to the chart posted in the room. Upon request the Library has one television/DVD cart and one projection screen equipment available on a first come first serve basis (see Meeting Room Application). The Library has free wireless Internet access. Library staff is unable to provide technical support to meeting room users. Kitchen A shared kitchen is available. Access to the kitchen must be requested on the application form. Members of other organizations using meeting rooms may be using the kitchen at the same time. The kitchen must be left clean, with all food and residue removed. Organizations must provide their own cleaning supplies. Study Rooms The Library has four study rooms available on a first come, first serve basis. These rooms cannot be reserved in advance. Library Amphitheater The Library’s outdoor amphitheater can be reserved for use during regular Library hours. No equipment or furniture is available for amphitheater use. Events held in the outdoor amphitheater may Formatted: Font: Bold DR A F T Library Meeting Rooms Policy, Page 3 of 4 Adopted by the Board of Trustees of the Muskego Public Library on July 21, 2015. not disturb neighboring properties. All refuse must be removed from the Library property. Trash bins are not available, and the Library’s dumpster may not be used. Regulations for Meeting Rooms Use 1. All advertisements, announcements, press releases, fliers, and any other meeting-related promotional material must clearly state who is sponsoring the meeting, and mention the meeting is not endorsed by the Muskego Public Library. 2. The name, address, telephone number, or email address of the Muskego Public Library may not be used as the contact information of any organization meeting at the Library. 3. Displays, posters, and literature connected with the meeting may not be placed anywhere in the Library except in the meeting room while the meeting is taking place. With the permission of the Library staff, directional signage may be placed elsewhere in the Library. 4. Each group will be admitted to and must vacate the meeting room at the scheduled time. Set up and clean up time must be included in the scheduled time block. 5. If an organization does not show up within twenty minutes of their scheduled starting time without advanced notice the reservation will be cancelled. 6. If an organization fails to show up without prior notification for three reservations in a calendar year, any future reservations the organization has on file will be cancelled. 7. Groups using the meeting rooms are not permitted to charge registration or admission fees at the event and/or require the purchase of an item as a condition of meeting attendance. Membership dues and voluntary incidental donations (such as coffee money) may be collected. 8. The Library reserves the right to monitor all meetings held on its premises. 9. The use of lighted candles or other sources of flame and smoke are prohibited. 10. At least one adult must be present at the meeting. 11. Materials may not be affixed to the walls or ceilings of the meeting rooms. Library installations or postings may not be removed for any reason. 12. Individuals who attend meetings in the Library must abide by the Library’s Code of Conduct and Safe Child policies. 13. The Library is not responsible for equipment or materials owned by an organization. The Library does not provide storage space. 14. The room must be left clean, with all residue cleaned off of tables and carpeting. Organizations must provide their own cleaning supplies. Organizations or individuals may be charged for anything beyond a reasonable and customary cleaning activity. 15. For and in consideration of meeting room and Library facilities usage, any person or group using same hereby agrees to indemnify and hold harmless the Muskego Public Library from any and all actions or lawsuits relating to its use of such rooms and facilities. Further, such person or group agrees to reimburse the Muskego Public Library for any and all repair costs and for any and all damage as may be caused directly or indirectly to the room and/or facilities by such use DR A F T Library Meeting Rooms Policy, Page 4 of 4 Adopted by the Board of Trustees of the Muskego Public Library on July 21, 2015. thereof. If any organization refuses to pay for repairs, the matter will be referred to the City Attorney for legal action. Any organization or individual found in violation of any of the requirements included in this policy may be prohibited from future meeting room use. DR A F T