Library Board Packet 2021 12-13-21Agenda
Yorkville Public Library
Board of Trustees Meeting
December 13, 2021, at 7:00 P.M.
Michelle Pfister Meeting Room
902 Game Farm Road
1. Roll Call
2. Recognition of Visitors
3. Amendments to the Agenda
4. Presentations
5. Minutes
6. Correspondence
7. Public Comment
8. Friends of the Library Report
9. Staff Comment
10. Report of the Treasurer: Financial Statement
Payment of Bills
11. Report of the Library Director
12. City Council Liaison
13. Standing Committees: Policy Personnel
Physical Facilities Finance
Community Relations
14. Unfinished Business: Library Director Succession Plan Draft
15. New Business:
Serving our Public 4.0 Standards for Ill. Pub. Libraries
checklist for FY22 Public Library Per Capita Grant
(chapters 4, 7-11)
Story walk Partnership with the Yorkville Education
Foundation
Drug Overdose Prevention Program (DOPP)
COLA discussion
Renewing Elevator contract
16. Executive Session (if needed)
1. For the appointment, employment, compensation, discipline, performance, or dismissal
of specific employees of the public body or legal counsel for the public body, including
hearing testimony on a complaint lodged against an employee of the public body, or
against legal counsel for the public body to determine its validity.
17. Adjournment
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DRAFT
Yorkville Public Library
Board of Trustees
Monday, November 8, 2021 7:00pm
902 Game Farm Road – Michelle Pfister Meeting Room
The Board of Trustees meeting was called to order at 7:00pm by President Darren Crawford, roll was called and
a quorum was established.
Roll Call:
Rosie Millen-yes, Theron Garcia-yes, Ryan Forristall-yes, Darren Crawford-yes, Susan Chacon-yes, Russ
Walter-yes, Sue Shimp-yes, Tara Schumacher-yes
Absent: Bret Reifsteck
Others Present:
Library Director Shelley Augustine, Friends of the Library Judy Somerlot and Daniel Chacon, Cesar Chacon,
Michael Schumacher
Recognition of Visitors:
President Crawford recognized the Director and guests.
Amendments to the Agenda:
Russ Walter asked to amend the agenda under New Business and include a discussion regarding a referendum to
increase the tax levy. He said the current funds are being depleted due to minimum wage increases, wage
compression, proposal to create another full-time position and maintenance issues. No decisions will be made at
this meeting.
Presentations: None
Minutes: October 11, 2021
Mr. Walter made a motion to approve the minutes as presented and Ms. Garcia seconded.
Roll call: Garcia-yes, Forristall-yes, Crawford-yes, Chacon-yes, Walter-yes, Shimp-yes, Schumacher-yes,
Millen-yes. Carried 8-0.
Correspondence: None
Public Comment: None
Friends of the Library Report:
Ms. Somerlot reported the following. A new directory listing all Friends of the Library was updated and
distributed, $1,655 was approved for several items including walkie talkies to use during events such as
Community Fest. Chair yoga classes filled up quickly and additional money was approved to hold them weekly
in January. Money was also approved for many other programs including “Illinois Libraries Present”. Plans for
the February 6 mini-golf fundraiser are underway and volunteers will be needed. The staff and Friends
Christmas lunch will be December 13 and Board members were invited as well. She also reported on the money
made at the book sales and said a total of over $100,000 has been raised for library programs and books.
Page 1 of 3
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Staff Comment: None
Report of the Treasurer:
Financial Statement
Treasurer Chacon highlighted some of the bills for the month. The budget is at 50% of the year and
development fees are at 144% of the year.
Payment of Bills
President Crawford made a motion to pay the bills as follows and it was seconded by Ms. Chacon.
$35,949.28 Accounts Payable
$61,150.93 Payroll
$97,100.21 Total
Roll call: Forristall-yes, Crawford-yes, Chacon-yes, Walter-yes, Shimp-yes, Schumacher-yes, Millen-yes,
Garcia-yes. Carried 8-0.
Later in the meeting President Crawford questioned the budget entry showing a 400% increase in subscription
cards. That is a year-to-date figure.
Report of the Library Director:
Director Augustine reported the following:
1. Ms. Hix created 2 new programs—Chair Yoga and Rolling Readers. Started Reading Buddy club with
A.I.D. group.
2. Held Halloween costume party/contest, took part in Chamber BizBoo with 70 kids. She thanked
Wrigley for the candy donation.
3. The Library is closed for Veterans' Day.
4. Partnering with YPAC for storytimes.
5. Ms. Weiss will have webinar “Paying for College Without Going Broke”, planning for Polar Express.
Reading Buddies group over holiday with help from teens, also planning New Year's Eve party.
6. Director Augustine gave tour to state representative.
7. Former Board member Wamecca Rodriguez asked to place another 'period poverty' collection box in the
library lobby.
8. Contacted school superintendent Tim Shimp to schedule meeting for partnership.
9. City maintenance person comes often to do maintenance, unclogged gutters, cleaned roof, etc.
10. Service Specialist from Syserco installed software on computers and will install modules.
11. City installed “No Parking Fire Lanes” signs to alleviate traffic issues. Had a recent incident where a
high school student bumped the legs of Ms. Weiss with his car while she was placing barricades. A
workman's claim was filed as a result and the school and police were notified.
12. Ms. Hix added items such as high visibility keyboard, etc. with Friends' donations. She also created
reminiscence gifts for caregivers and those with dementia.
City Council Liaison: None
Standing Committees: None
Unfinished Business:
HVAC Duct Cleaning Proposal - Update
After doing research, Mr. Forristall recommended the ducts be cleaned due to the current Covid-19
pandemic and said the price quote from R.J. O'Neil seemed reasonable. He said the cleaning could be this year
or next year, then every 3-5 years. This item will be worked into the budget.
Camera System Proposal – Update
A motion was made by Mr. Walter to purchase an ethernet switch for the camera system in the amount of $1,650.
Mr. Crawford seconded. Roll call: Shimp-yes, Schumacher-yes, Millen-yes, Garcia-yes, Forristall-yes,
Crawford-yes, Chacon-yes, Walter-yes. Carried 8-0. Page 2 of 3
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New Business
Illinois Libraries Present Intergovernmental Agreement
Ms. Augustine said a state-wide co-op was formed to create on-line programming for all libraries. The cost is on
a sliding scale dependent on the library operating budget. This library falls into the $375 range for 6 high-
quality, virtual programs in 6 months. The committee does all the marketing. The Friends will pay for the first 6
months of this pilot program, which requires Board approval. If more libraries participate, the price decreases.
Ms. Garcia moved and Ms. Chacon seconded to adopt this intergovernmental agreement. Roll call:
Schumacher-abstain, Millen-yes, Garcia-yes, Forristall-yes, Crawford-yes, Chacon-yes, Walter-yes, Shimp-yes.
Carried: 7 yes, 1 abstain.
Library Director Succession Plan Draft
This plan covers the short or long-term absence of a Director. It designates who would assume the duties,
contains emergency contacts, vendor list, passwords, annual milestones for Board meetings and more. Ms.
Augustine also asked what month should be designated for the Director evaluation. It was decided it would be
after the first 6 months and then yearly. This item will be placed on next month's agenda so the Board can
review it in the meantime.
Serving Our Public, 4.0 Standards for IL Public Libraries
Ms. Augustine said this document defines the standards and laws the library must follow to provide service to
patrons. Portions of it must be reviewed by the Director and the Board before she files the per capita grant
application in January. She said most of the standards are already met and some are being improved including
by-laws and library policies. Ms. Augustine said she would like to explore hiring a full-time marketing and
outreach coordinator and will reach out to the Finance Director for budgeting options. Mr. Walter said
information for a FOIA request should be included in the camera policy. Director Augustine said more chapters
will be reviewed next month.
Discussion for Referendum to Increase Tax Levy (amendment to agenda)
Mr. Walter said the Library has never requested an increase to their levy of .15% and said it might be time to do
so, due to staffing needs, minimum wage requirements, building maintenance and to stay competitive. He hoped
to wait until 2025 when the bonds are paid. He provided sample increase information and what amount of
money it would yield. He said the library attorney would need to be involved in the process and city hall
approval is also needed to have a referendum on a ballot.
Ms. Schumacher said she would not be comfortable with a referendum due to inflation, higher taxes and it is not
feasible to ask the taxpayers. Mr. Crawford asked if there are alternatives and other funding options. Ms.
Augustine has asked Ms. Hix to look at grants, however, they are small and not sustainable. When the bonds
are paid, the levy will decrease. Mr. Forristall pointed out that a new chiller will need to be purchased in the
future and must be budgeted. He also asked about a timeline if the Board decides to pursue an increase.
President Crawford asked all Trustees to think about options.
Executive Session: None
Adjournment:
There was no further business and the meeting adjourned at 8:08pm.
Minutes respectfully submitted by Marlys Young, Minute Taker
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DATE: 11/17/21 UNITED CITY OF YORKVILLE TIME: 08:03:14 MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEM CHECKINVOICE # DATE # DESCRIPTION DATE ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900111 FNBO FIRST NATIONAL BANK OMAHA 11/25/21112521-A.SIMMONS 10/31/21 01 COMCAST-JUL 2021 INTERNET & 82-820-54-00-5440 439.0702 VOICE ** COMMENT **03 QUADIENT-10/30-01/29 POSTAGE 01-120-54-00-5485 161.9704 MACHINE LEASE ** COMMENT **05 SEAL MASTER-ASPHALT 52-520-56-00-5613 693.4406 RIVERFRONT-LICENSE AND PLATE 25-212-60-00-6070 2,066.0007 FEES FOR 2 NEW COM/DEV ** COMMENT **08 VEHICLES ** COMMENT **09 VERIZON-OCT 2021 IN CAR UNITS 01-210-54-00-5440 941.0810 VERIZON-OCT 2021 MOBILE PHONES 01-220-54-00-5440 224.9911 VERIZON-OCT 2021 MOBILE PHONES 01-110-54-00-5440 126.9612 VERIZON-OCT 2021 MOBILE PHONES 01-210-54-00-5440 840.0913 VERIZON-OCT 2021 HOT SPOT 79-790-54-00-5440 36.0114 VERIZON-OCT 2021 MOBILE PHONES 79-795-54-00-5440 156.6615 VERIZON-OCT 2021 MOBILE PHONES 51-510-54-00-5440 235.9316 VERIZON-OCT 2021 HOT SPOT 82-820-54-00-5440 36.0117 VERIZON-OCT 2021 HOT SPOT 52-520-54-00-5440 36.0118 YORKVILLE FLORAL-FLOWER 01-110-56-00-5610 140.8419 ARANGEMENT FOR SLEEZER FUNERAL ** COMMENT **INVOICE TOTAL: 6,135.06 *112521-B.OLSON 10/31/21 01 ZOOM-09/23-11/22 USAGE FEES 01-110-54-00-5462 209.9602 ILCMA-MEMBERSHIP RENEWAL 01-110-54-00-5460 426.5003 ICMA-MEMBERSHIP RENEWAL 01-110-54-00-5460 1,400.0004 ICSC-TRAINING REGISTRATION 01-110-54-00-5412 50.0005 ICSC-DUES RENEWAL 01-110-54-00-5460 50.00INVOICE TOTAL: 2,136.46 *112521-B.PFIZENMAIER 10/31/21 01 AXON-8 TASER CAMS 01-210-56-00-5600 994.0002 GJOVIK-REPLACED SEAT SWITCH 01-210-54-00-5495 1,535.1003 AND TRIM PANEL, OUTER TIE ROD, ** COMMENT **04 TIRE ROTATION, REPLACED ** COMMENT **05 LEAKING RF AXEL ** COMMENT **06 GJOVIK-OIL CHANGE 01-210-54-00-5495 19.8907 GJOVIK-OIL CHANGE 01-210-54-00-5495 19.8908 GJOVIK-REPLACE FRONT STRUTS, 01-210-54-00-5495 1,169.9309 RESET ALIGNMENT SETTINGS, ** COMMENT **10 REPLACE BATTERY, REPLACE ** COMMENT **11 ENGINE MOUNTS ** COMMENT **12 STEVENS-12 T-SHIRTS 01-210-56-00-5600 120.0013 STEVENS-EMBROIDERY 01-210-56-00-5600 80.0014 STEVENS-EMBROIDERY 01-210-56-00-5600 100.0015 STEVENS-EMBROIDERY 01-210-56-00-5600 80.0016 AMAZON-CALCULATORS 01-210-56-00-5610 19.9417 AMAZON-BATTERIES 01-210-56-00-5620 6.757
DATE: 11/17/21 UNITED CITY OF YORKVILLE TIME: 08:03:14 MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEM CHECKINVOICE # DATE # DESCRIPTION DATE ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900111 FNBO FIRST NATIONAL BANK OMAHA 11/25/21112521-B.PFIZENMAIER 10/31/21 18 AMAZON-USB EXTENSION CABLE 01-210-56-00-5620 41.23INVOICE TOTAL: 4,186.73 *112521-D.DEBORD 10/31/21 01 AMAZON PRIME MONTHLY FEE 82-820-54-00-5460 12.9902 AMAZON-BOOKS 82-000-24-00-2480 65.3303 AMAZON-RETURNED BOOK CREDIT 82-000-24-00-2480 -46.02INVOICE TOTAL: 32.30 *112521-D.SMITH 10/31/21 01 SHOREWOOD HOME & AUTO-STARTER 79-790-56-00-5640 461.0202 MOTORS ** COMMENT **03 HOME DEPO-CROSSBOW HERBICIDE 79-790-56-00-5620 35.6504 SEAL MASTER-TENNIS COURT 79-790-56-00-5640 4,103.8005 SEALED ** COMMENT **INVOICE TOTAL: 4,600.47 *112521-E.DHUSE 10/31/21 01 NAPA#296275-OIL 01-410-56-00-5628 7.9802 NAPA#296731-POWER STEERING 01-410-56-00-5628 39.9803 FLUID ** COMMENT **04 NAPA#296915-GOJO CREME, MANUAL 01-410-56-00-5628 103.0205 TRANSFER PUMP, FUEL LINE HOSE ** COMMENT **06 NAPA#297117-OIL DRY 01-410-56-00-5628 45.1607 NAPA#298049-MUD FLAPS, BULBS 01-410-56-00-5628 37.00INVOICE TOTAL: 233.14 *112521-E.SCHREIBER 10/31/21 01 OTC BRANDS-DEC PRESCHOOL 79-795-56-00-5606 51.9702 CRAFT SUPPLIES ** COMMENT **03 AMAZON-OCT PRESCHOOL SUPPLIES 79-795-56-00-5606 127.4704 AMAZON-PRETZELS 79-795-56-00-5606 38.9905 AMAZON-GLUE, STICKERS, PRETEND 79-795-56-00-5606 55.4206 FOOD, TOOTHBRUSHES ** COMMENT **07 AMAZON-NOV PRESCHOOL SUPPLIES 79-795-56-00-5606 38.5408 AMAZON-BOOKS, BUBBLES 79-795-56-00-5606 35.9709 AMAZON-JELLY BEANS 79-795-56-00-5606 6.9910 AMAZON-BOOKS, CUPS, FOOD 79-795-56-00-5606 73.4811 COLORING, STREAMERS ** COMMENT **12 AMAZON-CRAFT SUPPLIES 79-795-56-00-5606 117.4713 AMAZON-JUICE 79-795-56-00-5606 44.7814 AMAZON-PENCILS 79-795-56-00-5606 36.7515 AMAZON-BOOKS, STICKERS, PAPER 79-795-56-00-5606 49.71INVOICE TOTAL: 677.54 *112521-E.WILLRETT 10/31/21 01 HACIENDA REAL-ALDERMAN PARTING 01-110-56-00-5610 100.0002 GIFT ** COMMENT **03 CDWG-CYBERPOWER RMCARD205 01-640-54-00-5450 197.7104 REMOTE MANAGEMENT ADAPTER ** COMMENT **8
DATE: 11/17/21 UNITED CITY OF YORKVILLE TIME: 08:03:14 MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEM CHECKINVOICE # DATE # DESCRIPTION DATE ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900111 FNBO FIRST NATIONAL BANK OMAHA 11/25/21112521-E.WILLRETT 10/31/21 05 PHYSICIANS CARE-DRUG SCREEN 82-820-54-00-5462 45.0006 PHYSICIANS CARE-DRUG SCREEN 24-216-54-00-5432 45.0007 PHYSICIANS CARE-DRUG SCREEN 01-210-54-00-5462 45.0008 ELEMENT FOUR-OCT 2021 OFFSITE 01-640-54-00-5450 792.7809 BACKUP SERVICES ** COMMENT **INVOICE TOTAL: 1,225.49 *112521-G.HIX 10/31/21 01 ESPECIAL NEEDS-VISION BOARD 82-000-24-00-2480 144.00INVOICE TOTAL: 144.00 *112521-J.BAUER 10/31/21 01 SHARE MOTOR-BALDOR VEM3615T 51-510-56-00-5638 743.60INVOICE TOTAL: 743.60 *112521-J.BEHLAND 10/31/21 01 TRIBUNE-HOMETOWN DAYS ADS 79-795-56-00-5602 700.0002 TRIBUNE-COPIER RFP 01-110-54-00-5426 107.1503 SHAWE MEDIA-HOMETOWN DAYS ADS 79-795-56-00-5602 1,333.2004 SHAWE MEDIA-HOMETOWN DAYS ADS 79-795-56-00-5602 172.6005 SHAWE MEDIA-JOB POSTING 79-795-54-00-5426 790.0006 SHAWE MEDIA-JOB POSTING 01-410-54-00-5462 670.0007 SHAWE MEDIA-JOB POSTINGS 01-220-54-00-5426 1,450.00INVOICE TOTAL: 5,222.95 *112521-J.ENGBERG 10/31/21 01 AMAZON-DESK CALENDAR 01-220-56-00-5620 18.9302 AMAZON-WEBCAM 01-220-56-00-5620 59.9903 ADOBE-MONTHLY CREATIVE CLOUD 01-220-54-00-5462 52.9904 FEE ** COMMENT **05 ESRI-ARCGIS BLOCK OF 1,000 01-220-54-00-5462 200.0006 ONLINE SERVICE CREDITS ** COMMENT **INVOICE TOTAL: 331.91 *112521-J.GALAUNER 10/31/21 01 BSN SPORTS#913863835-BASEBALL 79-795-56-00-5606 4,476.2502 & SOFTBALLS ** COMMENT **03 BSN SPORTS#913918912-FALL 79-795-56-00-5606 229.0004 JERSEYS ** COMMENT **05 BSN SPORTS#913918895-FALL 79-795-56-00-5606 826.0006 JERSEYS ** COMMENT **07 BSN SPORTS#914002321-FALL 79-795-56-00-5606 660.0008 JERSEYS ** COMMENT **09 BSN SPORTS#914162839-SOCCER 79-795-56-00-5606 672.0010 JERSEYS ** COMMENT **11 AMAZON-REFEREE SHIRTS 79-795-56-00-5606 39.9812 BSN SPORTS#914295620-SCRIMMAGE 79-795-56-00-5606 312.0013 VESTS ** COMMENT **INVOICE TOTAL: 7,215.23 *112521-J.JACKSON 10/31/21 01 GROUND EFFECTS-SEED 01-410-56-00-5640 155.93INVOICE TOTAL: 155.93 *9
DATE: 11/17/21 UNITED CITY OF YORKVILLE TIME: 08:03:14 MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEM CHECKINVOICE # DATE # DESCRIPTION DATE ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900111 FNBO FIRST NATIONAL BANK OMAHA 11/25/21112521-R.FREDRICKSON 10/31/21 14 COMCAST-09/24-10/23 INTERNET 01-110-54-00-5440 61.3615 AT 800 GAME FARM RD ** COMMENT **16 COMCAST-09/24-10/23 INTERNET 01-220-54-00-5440 52.5917 AT 800 GAME FARM RD ** COMMENT **18 COMCAST-09/24-10/23 INTERNET 01-120-54-00-5440 35.0619 AT 800 GAME FARM RD ** COMMENT **20 COMCAST-09/24-10/23 INTERNET 01-210-54-00-5440 227.8921 AT 800 GAME FARM RD ** COMMENT **22 COMCAST-09/29-10/28 INTERNET, 79-790-54-00-5440 223.8823 CABLE & VOICE AT 185 WOLF ST ** COMMENT **24 COMCAST-09/30-10/29 INTERNET 52-520-54-00-5440 39.4825 AT 610 TOWER ** COMMENT **26 COMCAST-09/30-10/29 INTERNET 01-410-54-00-5440 78.9527 AT 610 TOWER ** COMMENT **28 COMCAST-09/30-10/29 INTERNET 51-510-54-00-5440 118.4329 AT 610 TOWER ** COMMENT **30 COMCAST-10/01-10/31 INTERNET 52-520-54-00-5440 20.5731 AT 610 TOWER OFC2 ** COMMENT **32 COMCAST-10/01-10/31 INTERNET 01-410-54-00-5440 41.1333 AT 610 TOWER OFC2 ** COMMENT **34 COMCAST-10/01-10/31 INTERNET 51-510-54-00-5440 61.7035 AT 610 TOWER OFC2 ** COMMENT **36 IGFOA-CERTIFICATE OF 01-120-54-00-5462 530.0037 ACHIEVEMENT FOR EXCELLENCE ** COMMENT **38 IN FINANCIAL REPORTING AWARD ** COMMENT **39 PROGRAM AWARD FEE ** COMMENT **INVOICE TOTAL: 2,612.73 *112521-R.HORNER 10/31/21 01 AMAZON-FALL PROTECTION SHOCK 79-790-56-00-5620 34.1702 LANYARD ** COMMENT **03 HOME DEPO-GRINDER, HAMMER 79-790-56-00-5630 537.0004 DRILL, BATTERY ** COMMENT **05 AMAZON-BUCKET, CONCRETE FLOAT 79-790-56-00-5630 68.80INVOICE TOTAL: 639.97 *112521-R.MIKOLASEK 10/31/21 01 RURAL KING-AMMUNITION 01-210-56-00-5696 9.9902 AMAZON-USB CABLE 01-210-56-00-5620 35.9703 IACP-MEMBERSHIP RENEWAL 01-210-54-00-5460 115.00INVOICE TOTAL: 160.96 *112521-S.AUGUSTINE 10/31/21 01 AMAZON-BATHROOM CLEANER, 82-820-56-00-5621 579.1302 DEODORIZING URINAL BLOCKS, ** COMMENT **03 PAPER TOWEL, TOILET PAPER, ** COMMENT **04 GLOVES ** COMMENT **05 HP-LAPTOP, WIRELESS MOUSE, 3 82-820-56-00-5635 2,043.0210
DATE: 11/17/21UNITED CITY OF YORKVILLETIME: 08:03:14MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEMCHECKINVOICE #DATE# DESCRIPTIONDATE ACCOUNT #ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900111 FNBO FIRST NATIONAL BANK OMAHA 11/25/21112521-S.AUGUSTINE 10/31/21 06 YEAR MAINATENANCE** COMMENT **07 AMAZON-BADGE BUTTONS82-000-24-00-248042.9908 AMAZON-GARBAGE BAGS, SOAP82-820-56-00-562162.8709 AMAZON-GARBAGE BAGS82-820-56-00-562149.9910 AMAZON-LAMINATING POUCHES82-820-56-00-561023.9911 AMAZON-3-D PRINTER82-000-24-00-2480230.9912 METRONET-OCT 2021 INTERNET82-820-54-00-5440124.9713 QUILL-INK CARTRIDGES82-820-56-00-561041.3514 TRIBUNE-SUBSCRIPTION RENEWAL 82-820-54-00-5460141.5415 THROUGH 12/3/21** COMMENT **16 AMAZON-RETURNED BOOK CREDITS 82-000-24-00-2480-40.70INVOICE TOTAL:3,300.14 *112521-S.GAYLE10/31/21 01 RIVERFRONT fORD-DEPOSIT FOR 2 25-212-60-00-60702,000.0002 NEW RAM 1500 CREW CAB TRUCKS** COMMENT **03 FOR COMM/DEV DEPT** COMMENT **INVOICE TOTAL:2,000.00 *112521-S.IWANSKI10/31/21 01 YORKVILLE POST-POSTAGE82-820-54-00-5452131.12INVOICE TOTAL:131.12 *112521-S.RAASCH10/31/21 01 WALDENS-KEYS24-216-56-00-565619.3902 HOME DEPO-BUCKET, TAPE24-216-56-00-5656710.5403 MEASURE, HAMMER, LAP JOINT,** COMMENT **04 PLIERS, DRILL, SCREWDRIVERS,** COMMENT **05 KNIFE, DRILL BITS** COMMENT **06 HOME DEPO-TOILET, BULBS,24-216-56-00-5656194.7707 FILTERS, DRILL BIT KIT, WAX** COMMENT **08 RING** COMMENT **09 DROPBOX-BUSINESS SATNDARD PLAN 24-216-54-00-5446450.00INVOICE TOTAL:1,374.70 *112521-S.REDMON 10/31/21 01 AMAZON-SALES TAX REFUND79-795-56-00-5606-1.2402 AMAZON-SALES TAX REFUND79-795-56-00-5606-3.3003 JACKSON HIRSCH-LAMINATING79-795-56-00-5610173.3204 PLUG N PAY-SEPT 2021 FEES79-795-54-00-546230.0005 AT&T-09/24-10/23 TOWN SQUARE 79-795-54-00-544078.5306 SIGN INTERNET** COMMENT **07 AMAZON-COSTUME RETURN CREDIT 79-795-56-00-5606-60.9708 SMITHEREEN#2542644-SEPT 2021 79-790-54-00-549588.0009 PEST CONTROL** COMMENT **10 ARNESON#183696-SEPT 2021 GAS 79-790-56-00-5695574.8011 ARNESON#184751-SEPT 2021 GAS 79-790-56-00-5695633.6312 ARNESON#183695-SEPT 2021 DSL 79-790-56-00-5695148.9813 ARNESON#184029-SEPT 2021 GAS 79-790-56-00-5695580.60Total for all Highlighted Library Invoices : $4,176.9611
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/06/21UNITED CITY OF YORKVILLETIME: 11:20:38CHECK REGISTERPRG ID: AP215000.WOWCHECK DATE: 12/13/21CHECK # VENDOR # INVOICE INVOICE ITEMNUMBER DATE # DESCRIPTIONACCOUNT #ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105101 BAKTAY BAKER & TAYLOR203622649510/26/21 01 BOOKS84-840-56-00-5686211.40INVOICE TOTAL:211.40 *203628570210/26/21 01 BOOKS84-840-56-00-5686636.79INVOICE TOTAL:636.79 *203629213411/03/21 01 BOOKS84-840-56-00-56861,585.71INVOICE TOTAL:1,585.71 *203632557211/15/21 01 BOOKS84-840-56-00-5686859.48INVOICE TOTAL:859.48 *203634157911/17/21 01 BOOKS84-840-56-00-5686924.73INVOICE TOTAL:924.73 *CHECK TOTAL:4,218.11105102 DELAGE DLL FINANCIAL SERVICES INC7451075611/17/21 01 JAN 2022 COPIER LEASE82-820-54-00-5462185.00INVOICE TOTAL:185.00 *CHECK TOTAL:185.00105103 ELMUSA ELM USA INC4488811/03/21 01 ECO PRO PRO-KIT 80082-820-56-00-5620100.90INVOICE TOTAL:100.90 *CHECK TOTAL:100.90105104 FINDAWAY FINDAWAY WORLD LLC36803911/05/21 01 AUDIO BOOK84-840-56-00-568348.74INVOICE TOTAL:48.74 *12
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/06/21UNITED CITY OF YORKVILLETIME: 11:20:38CHECK REGISTERPRG ID: AP215000.WOWCHECK DATE: 12/13/21CHECK # VENDOR # INVOICE INVOICE ITEMNUMBER DATE # DESCRIPTION ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105104 FINDAWAY FINDAWAY WORLD LLC36890911/16/21 01 AUDIO BOOKS84-840-56-00-5683109.48INVOICE TOTAL:109.48 *CHECK TOTAL:158.22105105 GRIFFON GRIFFONS SYSTEMS, INC372311/29/21 01 AVIGILON SERVEILLANCE SYSTEM 84-840-56-00-56357,849.25INVOICE TOTAL:7,849.25 *CHECK TOTAL:7,849.25105106 LLWCONSU LLOYD WARBER1051311/25/21 01 EXPANDING DIGITAL INCLUSION 82-820-54-00-5462600.00INVOICE TOTAL:600.00 *1051411/25/21 01 11/5 & 11/19 ONSITE IT SUPPORT 82-820-54-00-5462480.00INVOICE TOTAL:480.00 *CHECK TOTAL:1,080.00105107 MIDWTAPE MIDWEST TAPE50121269511/01/21 01 AUDIO BOOKS84-840-56-00-5683163.9602 DVDS84-840-56-00-5685130.93INVOICE TOTAL:294.89 *50124147811/09/21 01 AUDIO BOOK82-000-24-00-248025.9902 AUDIO BOOKS84-840-56-00-568382.9803 DVDS84-840-56-00-5685219.14INVOICE TOTAL:328.11 *50128451911/16/21 01 DVDS84-840-56-00-5685114.45INVOICE TOTAL:114.45 *13
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/06/21UNITED CITY OF YORKVILLETIME: 11:20:38CHECK REGISTERPRG ID: AP215000.WOWCHECK DATE: 12/13/21CHECK # VENDOR # INVOICE INVOICE ITEMNUMBER DATE # DESCRIPTIONACCOUNT #ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105107 MIDWTAPE MIDWEST TAPE50130371811/20/21 01 AUDIO BOOKS84-840-56-00-568369.98INVOICE TOTAL:69.98 *50132716911/29/21 01 CD84-840-56-00-568410.9902 DVD84-840-56-00-568519.99INVOICE TOTAL:30.98 *CHECK TOTAL:838.41105108 R0002482 CHARLES B. PHILLIPS PUBLIC112021-RPLCMNT11/20/21 01 LOST ITEM REPLACEMENT COST 82-820-56-00-568610.00INVOICE TOTAL:10.00 *CHECK TOTAL:10.00105109 SYSERCO SYSERCO224511/30/21 01 COMPASS UPG.84-840-60-00-6020 18,050.00INVOICE TOTAL:18,050.00 *CHECK TOTAL:18,050.00105110 TCGTCG SOLUTIONS, INC21-066411/01/21 01 HOSTED VOIP-OCT 202182-820-54-00-5462445.00INVOICE TOTAL:445.00 *21-081312/01/21 01 HOSTED VOIP-NOV 202182-820-54-00-5462445.00INVOICE TOTAL:445.00 *CHECK TOTAL:890.00105111 TODAYS TODAY'S BUSINESS SOLUTIONS INC14
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/06/21UNITED CITY OF YORKVILLETIME: 11:20:38CHECK REGISTERPRG ID: AP215000.WOWCHECK DATE: 12/13/21CHECK # VENDOR # INVOICE INVOICE ITEMNUMBER DATE # DESCRIPTION ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105111 TODAYS TODAY'S BUSINESS SOLUTIONS INC1253411/01/21 01 ANNUAL BILLING FOR 2021-2022 82-820-54-00-54623,584.10INVOICE TOTAL:3,584.10 *CHECK TOTAL:3,584.10105112 UMBRELLA UMBRELLA TECHNOLOGIES112112/01/21 01 ACCESS CONTROL CLOUD HOSTING 82-820-54-00-5462480.0002 FOR DEC 2021-FEB 2022** COMMENT **INVOICE TOTAL:480.00 *CHECK TOTAL:480.00105113 YOUNGM MARLYS J. YOUNG11082111/27/21 01 11/08/21 MEETING MINUTES82-820-54-00-546263.25INVOICE TOTAL:63.25 *CHECK TOTAL:63.25TOTAL AMOUNT PAID:37,507.2415
REGULAR OVERTIME TOTAL IMRF FICA TOTALSADMINISTRATION15,767.67$ -$ 15,767.67 1,744.46$ 778.03$ 18,290.16$ FINANCE11,519.60 - 11,519.60 1,296.49 871.73 13,687.82$ POLICE116,501.44 1,497.67 117,999.11 665.50 8,750.09 127,414.70$ COMMUNITY DEV.20,937.45 - 20,937.45 2,359.49 1,564.96 24,861.90$ STREETS17,473.96 325.32 17,799.28 1,977.50 1,305.38 21,082.16$ BUILDING & GROUNDS2,095.20 - 2,095.20 249.44 171.76 2,516.40$ WATER17,793.47 248.91 18,042.38 2,004.52 1,314.18 21,361.08$ SEWER9,972.86 56.22 10,029.08 1,114.24 731.24 11,874.56$ PARKS24,697.04 24,697.04 2,596.74 1,834.30 29,128.08$ RECREATION17,168.21 17,168.21 1,547.80 1,289.87 20,005.88$ LIBRARY17,611.61 - 17,611.61 1,191.68 1,309.40 20,112.69$ TOTALS271,538.51$ 2,128.12$ 273,666.63$ 16,747.86$ 19,920.94$ 310,335.43$ TOTAL PAYROLL310,335.43$ UNITED CITY OF YORKVILLEPAYROLL SUMMARYNovember 12, 202116
REGULAR OVERTIME TOTAL IMRFFICA TOTALSMAYOR & LIQ. COM.908.34$ -$ 908.34$ -$ 69.49$ 977.83$ ALDERMAN3,400.00 - 3,400.00 - 260.10 3,660.10 ADMINISTRATION16,678.73 - 16,678.73 1,801.01 836.23 19,315.97 FINANCE11,852.94 - 11,852.94 1,316.86 700.14 13,869.94 POLICE130,522.39 312.29 130,834.68 665.50 9,395.23 140,895.41 COMMUNITY DEV.21,806.52 - 21,806.52 2,422.72 1,611.28 25,840.52 STREETS17,252.78 - 17,252.78 1,916.78 1,264.22 20,433.78 BUILDING & GROUNDS2,095.20 - 2,095.20 232.78 160.28 2,488.26 WATER17,609.32 394.72 18,004.04 2,000.26 1,311.90 21,316.20 SEWER9,751.71 9.37 9,761.08 1,084.45 711.37 11,556.90 PARKS24,974.01 547.95 25,521.96 2,707.96 1,889.74 30,119.66 RECREATION17,202.83 - 17,202.83 1,555.10 1,284.91 20,042.84 LIBRARY17,030.02 - 17,030.02 1,191.68 1,264.87 19,486.57 TOTALS291,084.79$ 1,264.33$ 292,349.12$ 16,895.10$ 20,759.76$ 330,003.98$ TOTAL PAYROLL330,003.98$ UNITED CITY OF YORKVILLEPAYROLL SUMMARYNovember 24, 202117
Library CC Check Register (Pages 1 ‐ 5)11/25/2021 $4,176.96
Library Check Register (Pages 6 ‐ 9)12/13/2021 37,507.24
IPRF ‐ Dec. 2021 Workers Comp 11/09/2021 872.21
DLL Financial‐Dec. 2021 Copier Lease 11/09/2021 185.00
Impact ‐ 07/15‐10/14 Copy Charges 11/09/2021 236.24
Nicor ‐09/31/21‐10/30/21 services 11/23/2021 2,144.80
TOTAL BILLS PAID: $45,122.45
DATE
Bi‐weekly (Page 10)11/12/2021 $20,112.69
Bi‐weekly (Page 11)11/24/2021 19,486.57
TOTAL PAYROLL:$39,599.26
TOTAL DISBURSEMENTS:$84,721.71
PAYROLL
YORKVILLE LIBRARY BOARD
BILL LIST SUMMARY
Monday, December 13, 2021
ACCOUNTS PAYABLE
18
DATE: 12/03/2021 UNITED CITY OF YORKVILLE PAGE: 1TIME: 15:05:05 GENERAL LEDGER ACTIVITY REPORTID: GL440000.WOW FOR FISCAL YEAR 2022ACTIVITY THROUGH FISCAL PERIOD 07PER. JOURNAL # ENTRY DATE ITEM TRANSACTION DESCRIPTION VENDOR CHECK INVOICE DEBIT CREDIT_____________________________________________________________________________________________________________________________________________________82-000-24-00-2480 (L) ESCROW - MEMORIALS & GIFTS_____________________________________________________________________________________________________________________________________________________01 05/01/2021 BEGINNING BALANCE 49,510.6802 AP-210625MB 06/23/2021 96 IREAD-SUMMER READING PROGRAM FIRST NATIONAL BANK 900105 062521-S.AUGUSTINE-B 44.3006/23/2021 97 AMAZON-KALEIDOSCOPE SHAPES FIRST NATIONAL BANK 900105 062521-S.AUGUSTINE-B 16.5806/23/2021 98 GRACE-GIFT CARDS FOR SUMMER FIRST NATIONAL BANK 900105 062521-S.AUGUSTINE-B 40.0006/23/2021 99 AMAZON-FIRE TABLETS AND FIRST NATIONAL BANK 900105 062521-S.AUGUSTINE-B 121.9606/23/2021 100 AMAZON-PONY BEADS FIRST NATIONAL BANK 900105 062521-S.AUGUSTINE-B 4.6706/23/2021 101 AMAZON-MATERIALS FOR SUMMER FIRST NATIONAL BANK 900105 062521-S.AUGUSTINE-B 144.22GJ-210630LB 07/06/2021 05 June 2021 Deposits 20.00_________________________________TOTAL PERIOD 02 ACTIVITY 371.73 20.0003 AP-2101725M 07/26/2021 191 AMAZON-BOOKS FIRST NATIONAL BANK 900107 072521-S.AUGUSTINE 49.39GJ-210730LB 08/04/2021 03 July 2021 Deposits 60.00_________________________________TOTAL PERIOD 03 ACTIVITY 49.39 60.0004 AP-210825M 08/19/2021 257 AMAZON-BOOKS FIRST NATIONAL BANK 900108 082521-D.DEBORD 73.1808/19/2021 258 MAGNETS ON THE CHEAP-MAGNETS FIRST NATIONAL BANK 900108 082521-D.DEBORD 21.3908/19/2021 259 AMAZON-ROLLING CARTS FIRST NATIONAL BANK 900108 082521-D.DEBORD 122.8408/19/2021 260 DOLLAR TREE-MATERIALS FOR FIRST NATIONAL BANK 900108 082521-J.WEISS 39.0008/19/2021 261 HOME DEPO-SIGNS, HOLDERS FIRST NATIONAL BANK 900108 082521-J.WEISS 33.9108/19/2021 262 AMAZON-CANOPY TENT FIRST NATIONAL BANK 900108 082521-S.AUGUSTINE 264.95GJ-210831LB 09/02/2021 06 Aug 2021 Deposits 2,508.37_________________________________TOTAL PERIOD 04 ACTIVITY 555.27 2,508.3705 AP-210913 09/07/2021 01 REIMBURSEMENT FOR PURCHASE OF SHELLY AUGUSTINE 105064 REINER-REIMB 50.0009/07/2021 02 BOOKS BAKER & TAYLOR 105065 2036065986 559.7609/07/2021 03 BOOKS BAKER & TAYLOR 105065 2036074948 555.4309/07/2021 04 BOOKS BAKER & TAYLOR 105065 2036085941 384.20AP-210925M 09/20/2021 186 AMAZON-BASEBALL CAPS FIRST NATIONAL BANK 900109 092521-S.AUGUSTINE 26.96_________________________________TOTAL PERIOD 05 ACTIVITY 1,576.35 0.0006 AP-211011 10/07/2021 01 BOOKS BAKER & TAYLOR 105075 2036157903 699.1210/07/2021 02 BOOKS BAKER & TAYLOR 105075 2036165277 488.2410/07/2021 03 BOOKS BAKER & TAYLOR 105075 2036181924 317.6410/07/2021 04 AUDIO BOOK MIDWEST TAPE 105078 501046566 29.99AP-211025M 10/20/2021 218 AMAZON-BOOKS FIRST NATIONAL BANK 900110 102521-D.DEBORD 100.6410/20/2021 219 METERNALLY-ACTIVITY CARD KITS FIRST NATIONAL BANK 900110 102521-G.HIX 178.4810/20/2021 220 AMAZON-BOOKS FIRST NATIONAL BANK 900110 102521-S.AUGUSTINE 40.70GJ-211031LB 11/02/2021 06 Oct 2021 Deposits 2,054.12_________________________________TOTAL PERIOD 06 ACTIVITY 1,854.81 2,054.1207 AP-211108 11/02/2021 01 BOOKS BAKER & TAYLOR 105084 2036223476 16.0911/02/2021 02 BOOKS BAKER & TAYLOR 105084 2036269015 61.21AP-211125M 11/17/2021 255 AMAZON-BOOKS FIRST NATIONAL BANK 900111 112521-D.DEBORD 65.3311/17/2021 256 AMAZON-RETURNED BOOK CREDIT FIRST NATIONAL BANK 900111 112521-D.DEBORD 46.0211/17/2021 257 ESPECIAL NEEDS-VISION BOARD FIRST NATIONAL BANK 900111 112521-G.HIX 144.0011/17/2021 258 AMAZON-BADGE BUTTONS FIRST NATIONAL BANK 900111 112521-S.AUGUSTINE 42.9911/17/2021 259 AMAZON-3-D PRINTER FIRST NATIONAL BANK 900111 112521-S.AUGUSTINE 230.9911/17/2021 260 AMAZON-RETURNED BOOK CREDITS FIRST NATIONAL BANK 900111 112521-S.AUGUSTINE 40.7019
DATE: 12/03/2021 UNITED CITY OF YORKVILLE PAGE: 2TIME: 15:05:05 GENERAL LEDGER ACTIVITY REPORTID: GL440000.WOW FOR FISCAL YEAR 2022ACTIVITY THROUGH FISCAL PERIOD 07PER. JOURNAL # ENTRY DATE ITEM TRANSACTION DESCRIPTION VENDOR CHECK INVOICE DEBIT CREDIT_____________________________________________________________________________________________________________________________________________________82-000-24-00-2480 (L) ESCROW - MEMORIALS & GIFTS_____________________________________________________________________________________________________________________________________________________07 GJ-211130LB 12/01/2021 05 Nov 2021 Deposits 1,344.00_________________________________TOTAL PERIOD 07 ACTIVITY 560.61 1,430.72TOTAL ACCOUNT ACTIVITY 4,968.16 6,073.21ENDING BALANCE 50,615.73GRAND TOTAL 0.00 50,615.73TOTAL DIFFERENCE 0.00 50,615.7320
% of Fiscal Year8% 17% 25% 33% 42% 50% 58%Year-to-Date FISCAL YEAR 2022 ACCOUNT NUMBER DESCRIPTIONMay-21June-21July-21August-21 September-21 October-21 November-21Totals BUDGET % of BudgetLIBRARY OPERATIONS REVENUESTaxes82-000-40-00-4000 PROPERTY TAXES 36,449366,781 11,20130,247312,477 11,6545,438 774,248 776,734 99.68%82-000-40-00-4083 PROPERTY TAXES-DEBT SERVICE39,429396,774 12,11732,721338,029 12,6075,883 837,560 836,024 100.18%Intergovernmental82-000-41-00-4120 PERSONAL PROPERTY TAX2,085 - 1,519 193 - 2,531 - 6,329 5,250 120.55%82-000-41-00-4160 FEDERAL GRANTS- - - - 764 - - 764 -0.00%82-000-41-00-4170 STATE GRANTS- - - 24,958- - - 24,958 21,151 118.00%Fines & Forfeits82-000-43-00-4330 LIBRARY FINES557 485 238 1,215 152 1,466 228 4,340 8,500 51.06%Charges for Service82-000-44-00-4401 LIBRARY SUBSCRIPTION CARDS1,435 991 - 2,735 - 1,431 - 6,592 8,500 77.56%82-000-44-00-4422 COPY FEES271 297 - 547 287 212 107 1,722 3,800 45.31%82-000-44-00-4438 PROGRAM FEES- - - 11 - 3 7 21-0.00%Investment Earnings82-000-45-00-4500 INVESTMENT EARNINGS41 44 64 61 72 85 86 453 2,000 22.65%82-000-45-00-4550GAIN ON INVESTMENT- - - - 355 - - 355 -0.00%Miscellaneous82-000-48-00-4820 RENTAL INCOME- - - - 75 - - 751,750 4.29%82-000-48-00-4850 MISCELLANEOUS INCOME98 374 175 360 249 245 111 1,612 2,000 80.60%Other Financing Sources82-000-49-00-4901 TRANSFER FROM GENERAL1,775 1,775 2,139 1,775 1,775 1,774 872 11,887 26,993 44.04%TOTAL REVENUES: LIBRARY 82,141 767,522 27,45394,824654,234 32,00912,7331,670,916 1,692,702 98.71%LIBRARY OPERATIONS EXPENDITURESSalaries & Wages82-820-50-00-5010 SALARIES & WAGES17,13717,56719,17321,17921,45232,17821,452150,138 286,470 52.41%82-820-50-00-5015 PART-TIME SALARIES12,79612,33912,56812,77011,44121,37613,18996,480 195,544 49.34%Benefits82-820-52-00-5212RETIREMENT PLAN CONTRIBUTION1,904 1,952 2,130 2,353 2,383 3,575 2,383 16,680 32,180 51.83%82-820-52-00-5214 FICA CONTRIBUTION2,219 2,217 2,357 2,521 2,440 4,021 2,574 18,350 35,685 51.42%82-820-52-00-5216 GROUP HEALTH INSURANCE11,11912,1866,145 7,145 7,266 6,543 (976) 49,428 105,501 46.85%82-820-52-00-5222 GROUP LIFE INSURANCE- 66 - 131 - 52 47 295 377 78.36%82-820-52-00-5223 DENTAL INSURANCE- 1,439 480 554 517 517 - 3,505 7,079 49.51%82-820-52-00-5224 VISION INSURANCE34 72 - 228 - 78 78 490 1,088 45.05%82-820-52-00-5230 UNEMPLOYMENT INSURANCE- - 364 - - - - 364 1,000 36.40%82-820-52-00-5231 LIABILITY INSURANCE2,114 1,775 1,775 1,775 1,775 1,774 872 11,862 25,993 45.64%Contractual Services82-820-54-00-5412 TRAINING & CONFERENCES- - - - 20 260 - 280 3,000 9.33%82-820-54-00-5415 TRAVEL & LODGING- - - - - - 82 821,500 5.45%82-820-54-00-5426 PUBLISHING & ADVERTISING- - 167 - - - - 167 2,500 6.68%YORKVILLE PUBLIC LIBRARYFISCAL YEAR 2022 BUDGET REPORTFor the Month Ended November 30, 202121
% of Fiscal Year8% 17% 25% 33% 42% 50% 58%Year-to-Date FISCAL YEAR 2022 ACCOUNT NUMBER DESCRIPTIONMay-21June-21July-21August-21 September-21 October-21 November-21Totals BUDGET % of BudgetYORKVILLE PUBLIC LIBRARYFISCAL YEAR 2022 BUDGET REPORTFor the Month Ended November 30, 202182-820-54-00-5440 TELECOMMUNICATIONS- 426 - 252 293 161 600 1,732 7,200 24.06%82-820-54-00-5452 POSTAGE & SHIPPING- 12 6 180 34 6 131 369 750 49.19%82-820-54-00-5460 DUES & SUBSCRIPTIONS569 1,371 1,492 13 172 1,863 155 5,634 11,000 51.22%82-820-54-00-5462 PROFESSIONAL SERVICES1,262 2,982 2,767 3,973 4,312 1,157 4,996 21,450 40,000 53.62%82-820-54-00-5466 LEGAL SERVICES- - - 2,138 - - 788 2,925 3,000 97.50%82-820-54-00-5468 AUTOMATION2,534 - 4,748 - - - 4,464 11,747 20,000 58.73%82-820-54-00-5480 UTILITIES- - 2,406 1,343 1,392 1,600 2,145 8,886 12,351 71.95%82-820-54-00-5495OUTSIDE REPAIR & MAINTENANCE1,033 2,347 5,905 2,775 270 1,635 5,977 19,942 50,000 39.88%82-820-54-00-5498 PAYING AGENT FEES- 1,100 589 - - - - 1,689 1,700 99.32%Supplies82-820-56-00-5610 OFFICE SUPPLIES- 454 193 168 866 554 65 2,300 8,000 28.75%82-820-56-00-5620 OPERATING SUPPLIES- 446 - - 240 36 29 750 4,000 18.76%82-820-56-00-5621 CUSTODIAL SUPPLIES- 28 103 169 289 26 692 1,306 7,000 18.66%82-820-56-00-5635COMPUTER EQUIPMENT & SOFTWARE- - - - 807 - 2,043 2,850 2,000 142.50%82-820-56-00-5671 LIBRARY PROGRAMMING- 26 180 - - - 97 303 2,000 15.15%82-820-56-00-5675 EMPLOYEE RECOGNITION- - - - - - - -300 0.00%82-820-56-00-5685 DVD'S- - - - - - - -500 0.00%82-820-56-00-5686 BOOKS- - - 272 - 69 22 363 1,500 24.22%2006 Bond82-820-84-00-8000 PRINCIPAL PAYMENT- - - - - - - -75,000 0.00%82-820-84-00-8050 INTEREST PAYMENT- 8,338 - - - - - 8,338 16,675 50.00%2013 Refunding Bond82-820-99-00-8000 PRINCIPAL PAYMENT- - - - - - - -645,000 0.00%82-820-99-00-8050 INTEREST PAYMENT- 51,775- - - - - 51,775 103,550 50.00%TOTAL FUND REVENUES82,141 767,522 27,45394,824654,234 32,00912,7331,670,916 1,692,702 98.71%TOTAL FUND EXPENDITURES52,721 118,916 63,54859,93955,96977,48261,906490,480 1,709,443 28.69%FUND SURPLUS (DEFICIT)29,420 648,606 (36,095) 34,884598,266 (45,473) (49,173) 1,180,436 (16,741)LIBRARY CAPITAL REVENUES84-000-42-00-4214 DEVELOPMENT FEES10,30010,30013,15016,6509,750 11,80013,25085,200 50,000 170.40%84-000-45-00-4500 INVESTMENT EARNINGS13 14 16 16 16 18 17 111 200 55.45%84-000-48-00-4850 MISCELLANEOUS INCOME- 31 - - - - - 31-0.00%TOTAL REVENUES: LIBRARY CAPITAL10,31310,34613,16616,6669,766 11,81813,26785,342 50,200 170.00%LIBRARY CAPITAL EXPENDITURES84-840-54-00-5460 E-BOOK SUBSCRIPTIONS- - - - - - - -3,500 0.00%84-840-56-00-5635COMPUTER EQUIPMENT & SOFTWARE- - - - - - 9,600 9,600 15,000 64.00%84-840-56-00-5683 AUDIO BOOKS- 20 265 231 210 425 888 2,039 3,500 58.24%84-840-56-00-5684 COMPACT DISCS & OTHER MUSIC- - - - - 34 - 34500 6.80%22
% of Fiscal Year8% 17% 25% 33% 42% 50% 58%Year-to-Date FISCAL YEAR 2022 ACCOUNT NUMBER DESCRIPTIONMay-21June-21July-21August-21 September-21 October-21 November-21Totals BUDGET % of BudgetYORKVILLE PUBLIC LIBRARYFISCAL YEAR 2022 BUDGET REPORTFor the Month Ended November 30, 202184-840-56-00-5685 DVD'S- 121 181 261 241 204 163 1,172 3,000 39.07%84-840-56-00-5686 BOOKS- 2,239 1,090 2,386 4,892 1,134 4,226 15,968 50,000 31.94%84-840-60-00-6020 BUILDING IMPROVEMENTS- - - 866 - - 866 20,000 4.33%TOTAL FUND REVENUES10,31310,34613,16616,6669,766 11,81813,26785,342 50,200 170.00%TOTAL FUND EXPENDITURES- 2,380 1,537 3,743 5,343 1,798 14,87829,679 95,500 31.08%FUND SURPLUS (DEFICIT)10,3137,965 11,62912,9224,423 10,020(1,611) 55,664 (45,300)23
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May June July August September October November December January February March April202120212021202120212021202120212022202220222022Library Operations Old Second $ 408,881 $ 719,168 $ 671,242 $ 652,233 $ 961,222 $ 934,436 $ 878,416 Building Development FeesOld Second 169,954 177,116 185,896 195,318 206,641 214,612 211,551 Library Operations IMET * 4,126 4,126 4,126 4,126 5,528 5,528 5,528 Library Operations Illinois Funds 258,149 258,154 258,159 283,122 283,127 283,133 283,139 Total: $ 841,109 $ 1,158,565 $ 1,119,422 $ 1,134,798 $ 1,456,519 $ 1,437,709 $ 1,378,635 $ - $ - $ - $ - $ - * RestrictedPAYROLL1ST PAY PERIOD16,883$ $ 16,937 $ 17,551 $ 19,276 $ 18,994 $ 20,213 $ 20,113 2ND PAY PERIOD17,173 17,137 18,677 19,547 18,723 20,615 19,487 3RD PAY PERIOD - - - - - 20,323 - Total34,056$ 34,074$ 36,228$ 38,824$ 37,717$ 61,151$ 39,599$ -$ -$ -$ -$ -$ YORKVILLE PUBLIC LIBRARYCASH STATEMENTAs of November 30, 2021FISCAL YEAR 202225
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November YTD % of FY 2022
Actual Actual Budget Budget YTD Actual % Change
LIBRARY OPERATIONS FUND (82)
Revenues
Property Taxes 11,321$ 1,611,808$ 99.94% 1,612,758$ 1,561,523$ 3.22%
Intergovernmental
Personal Property Replacement Tax -$ 6,329$ 120.55%5,250$ 3,024$ 109.31%
State Grants - 25,722 121.61% 21,151 21,151 21.61%
Total Intergovernmental -$ 32,051$ 121.40% 26,401$ 24,175$ 32.58%
Library Fines 228$ 4,340$ 51.06%8,500$ 2,228$ 94.84%
Charges for Services
Library Subscription Cards -$ 6,592$ 77.56%8,500$ 2,831$ 132.88%
Copy Fees 107 1,722 0.00%-$ 732$ 135.06%
Program Fees 7 21 0.56%3,800 2 970.00%
Total Charges for Services 114$ 8,335$ 67.77% 12,300$ 3,565$ 133.80%
Investment Earnings 86$ 808$ 40.38%2,000$ 934$ -13.53%
Reimbursements/Miscellaneous/Transfers In
Miscellaneous Reimbursements -$ -$ 0.00%-$ -$ 0.00%
Rental Income - 75 4.29%1,750 - 0.00%
Miscellaneous Income 111 1,612 80.60%2,000 374 330.63%
Transfer In 872 11,887 44.04% 26,993 17,124 -30.58%
Total Miscellaneous & Transfers 983$ 13,574$ 44.15% 30,743$ 17,499$ -22.43%
Total Revenues and Transfers 12,733$ 1,670,916$ 98.71% 1,692,702$ 1,609,924$ 3.79%
Expenditures
Library Operations 61,906$ 490,480$ 28.69%1,709,443$ 511,438$ -4.10%
50 Salaries 34,642 246,618 51.16% 482,014 261,692 -5.76%
52 Benefits 4,980 100,974 48.34% 208,903 107,261 -5.86%
54 Contractual Services 19,337 74,902 48.96% 153,001 62,818 19.24%
56 Supplies 2,948 7,873 31.12% 25,300 8,622 -8.69%
99 Debt Service - 60,113 7.15% 840,225 71,044 -15.39%
Total Expenditures and Transfers 61,906$ 490,480$ 28.69% 1,709,443$ 511,438$ -4.10%
Surplus(Deficit)(49,173)$ 1,180,436$ (16,741)$ 1,098,486$
*November represents 58% of fiscal year 2022
YORKVILLE PUBLIC LIBRARY
STATEMENT OF REVENUES, EXPENDITURES AND TRANSFERS
For the Month Ended November 30, 2021 *
Fiscal Year 2021
For the Month Ended Nov 30, 2020
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Yorkville Public Library Director’s Report for November 2021
Programming
Polar Express was a big success. We had over 50 kids attend 2 different sessions on Saturday, Dec 4.
Kids were treated to milk and cookies (provided by Casey General Store in Yorkville) and the story of
Polar Express. After the story the children had a chance to write letters to Santa and hand deliver their
letter to him. The children will receive a letter in the mail from Santa (written by members of our Adult
Creative Writing Group) in the next 2 weeks.
The Illinois Libraries Presents co-op program that we have joined has listed their first 2 programs of the
new year. An Evening with bestselling author Silvia Moreno-Garcia on Wed, Jan 26 at 7:00 via Zoom and
An evening with bestselling author Jasmine Guillory on Wed, Feb 16 at 7:00 via Zoom. Registration will
be available in Dec on our calendar of events page of our website.
Please see our website Calendar of Events page for a complete list of programs for the month of
December.
Upcoming Events/Programs
Planning is well under way on our annual Mini Golf FUN Raiser that will be held on Sun, Feb 6 from 11-4.
We have already received monetary donations from 13 of our 18 sponsors. Tiffany is working hard on
acquiring items for our raffle baskets and promoting the upcoming event. If you are interested in
volunteering for this event, please let me know. We have plenty of jobs that need to be filled for this
event.
Jennette is holding 4 different Read-In programs over the holiday school break. There will be 25 kids
from Grades 6- 12 that will be partnered with a young reading buddy to read to or with. The teens can
use this time to record their volunteer service hours.
Outreach
Illinois State Senator, Karina Villa of the #25 district was here for a tour of the library today. We talked
about the possibility of a future programming partnership for our community.
Attended the monthly Chamber of Commerce luncheon with guest speaker Rep. Keith Wheeler.
Amy delivered some of the 84 Veterans’ Day cards that our TAG group created to Heritage Woods
residents. Other cards went to Cedarhurst, Hillside, and VFW.
The Director of the Three Rivers PLD (Minooka & Channahon) reached out to local libraries to partner
with in creating a Library Crawl during National Library Week (April 4-10) where visitors will have a
passport and get stamps for each library they visit for a chance at a grand prize giveaway.
Had a meeting with Alicia Lingane, President of the Yorkville Educational Foundation, about partnering
with them on the creation of a community story walk.
I have committed the Library to host the Mobile Museum of Tolerance at the Library on July 5-8, 2022.
The purpose of the MMOT is to inspire people of all ages and backgrounds, empowering them to raise
their voices and combat anti-Semitism, bullying, racism, hate, and intolerance and to promote human
dignity. MMOT utilizes innovative technology and interactive lessons to bring its message of tolerance
29
directly to Illinois communities. I have reached out to the City, P&R, and the YPD to partner with us on
this program. I will also be reaching out to our local state district representatives as well.
The Director of Big Rock PL has reached out to me to attend a meeting of local directors in the area for a
meet and greet and to share ideas. This meeting will take place Tue, Jan 18 at 10:00 at the Sugar Grove
PL.
Visited WSPY radio on Dec 3rd to promote our programs and events taking place in the library in the next
2 months.
Library Operations
Allerton/Syserco was here to finish the installation of the BAC system for our HVAC unit. Russ was on
hand to help troubleshoot any issues. They created an unoccupied schedule for the system. It will run
from 7:30 – 9:00 Monday-Saturday and 4 hours on Sunday with a set temperature at 72 degrees. It will
turn down to 65 degrees when unoccupied. Had a 2-hour overview of the BAC software from Marcus at
Syserco to familiarize us with the features of the software.
Staff moved a large shelving unit from the Adult Reference area into the Large Print Area to help bring
the books on the bottom shelves up and spread out.
The Kendall County Health Department reached out to us because they have extra Narcan kits and asked
if we would be interested in getting one. I contacted the City to see what the liability on this would be
and they contacted our insurance company. Their reply was that we can administer NARCAN under
Illinois law. We would need to be a part of the program (Drug Overdose Prevention Program – DOPP)
and receive training and obtain a “standing prescription” for Naloxone. They also said to consult our
attorney to determine the extent of staff and library immunities. I also contacted YPD, and they would
train us in the use and procedures.
Griffon Systems is here installing 2 new and 4 replacement cameras and equipment in the server room
and running new cables. They will also be installing access to the software on the managers computers
as well.
We have received our laptops and hotspots from our Digital Inclusion Grant and are in the process of
getting them ready for circulation.
Darren received an alarm call on Friday, Nov 26 at 2:30ish am about an alarm in the front foyer. Because
of our new cameras that were recently installed, I was able to access the cameras recordings from my
phone at home to see why the alarm was triggered.
Ted has been here to clean out our gutters and replace light blubs around the inside and outside of the
library.
The City has installed a cable that will be used to block off the high school parking lot from our parking
lot for the afterschool traffic. Our staff will have to go out daily to attach the cable and open it back up
after traffic has subsided.
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Staff & Training
Omni meeting
Library Dementia Services webinar
Building African American Collections webinar
Disability Justice in Libraries webinar
Manager Meeting
A.T. gave her 2 weeks’ notice today. She will be greatly missed. She was an extreme asset to our library
and will be hard to replace.
I have posted a job opening on our website, the city’s website, RAILS job board, our Facebook page, and
on our digital sign.
Other
There was a called placed to 911 about an incident with an individual that was posted on various
Facebook pages stating it was at the library. It was determined that there was never any threat to the
library, staff, or patrons.
The library will be closed in observance of Christmas on Fri, Dec 24 and Sat, Dec 25. The library will also
be closed in observance of the New Year on Fri, Dec 31 and Sat, Jan 1, 2022.
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YORKVILLE STATISTICS FOR FY22 PRAIRIECAT
All
Transacti
ons
web
renewals web holds
checkout
s+
renewals
checkout
s renewals
all holds
placed
holds
filled checkins
Items
lent to
other
libraries
Items
borrowe
d from
other
libraries
Items to
Reciproc
al
Borrower
s
atYorkvill
e
Items
added
Patrons
added
MAY 13,586 811 5,836 5,581 255 335 1,834 5,581 600 1,450 316 432 73
JUNE 16,858 1,126 8,136 7,771 365 336 1,777 6,609 673 1,419 357 285 134
JUL 15,470 945 6,932 6,573 359 346 1,630 6,562 621 1,294 333 361 130
AUG 14,938 1,083 1,741 6,527 6,211 316 293 1,713 6,405 683 1,351 398 332 91
SEP 12,748 1,001 1,655 5,142 4,822 320 356 1,685 5,565 667 1,343 229 384 94
OCT 12,129 912 1,488 5,327 5,064 263 382 1,572 4,842 642 1,208 380 400 75
NOV 11,559 890 1451 4,966 4,740 226 293 1,468 4,832 610 1,143 385 319 70
DEC
JAN
FEB
MAR
APR
Totals
ANCESTRY GALE E-READ IL OMNI OCLC
SEARCHES HITS SESSIONS SEARCHES E-BOOK E-AUDIO USERS E-BOOK E-AUDIO USERS VIDEO LENT BORROWED
MAY 16 21 3 5 23 82 40 784 402 298 0 5 9
JUN 94 86 2 3 30 79 30 796 439 280 0 14 4
JUL 31 17 2 3 23 82 35 758 463 286 1 23 11
AUG 123 74 1 11 25 103 31 819 491 278 0 8 7
SEP 46 33 1 1 15 72 31 842 519 305 3 17 15
OCT 204 125 1 6 17 64 29 850 513 294 1 9 10
NOV 4 1 1 1 19 109 31 679 493 288 0
DEC
JAN
FEB
MAR
APR
Totals
32
FY 2021 ATTENDANCE MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR
PATRON DOOR COUNT 3,889 5124 4480 3670 5445 4624 4443
CURBSIDE PATRONS 38 20 22 24 40 35 21
HOME DELIVERY 2 2 3 4 3 1 0
CARDS ISSUED THROUGH WEBSITE 5
NUMBER OF CHILDREN'S PROGRAMS 12 25 21 16 20 19 16
CHILDREN'S ROGRAM ATTENDANCE 180 804 875 432 393 480 333
NUMBER OF CHILDREN'S PASSIVE PROGRAMS 16 7 8 2 1 2 2
CHILDREN'S PASSIVE PROGRAM ATTENDANCE 819 617 2226 92 17 168 111
NUMBER OF YA PROGRAMS 4 7 14 6 1 6 3
YA PROGRAM ATTENDANCE 21 62 88 46 3 26 20
NUMBER OF YA PASSIVE PROGRAMS 2 0 1 1 1 2 4
YA PASSIVE PROGRAM ATTENDANCE 10 0 1 0 4 15 40
YOUTH SUMMER/WINTER READING 377
NUMBER OF ADULT PROGRAMS 5 6 6 6 10 10 10
ADULT PROGRAM ATTENDANCE 39 67 67 126 130 88 92
Fest 150+
NUMBER OF ADULT PASSIVE PROGRAMS 1display
ADULT PASSIVE PROGRAM ATTENDANCE 550
ADULT SUMMER/WINTER READING
MEETING ROOM USE:Library 11 27 26 23 15 16 18
Community 3 2 1 3 2 4 7
Rental 1 1
BOARD ROOM USE 11 2 4 3
STUDY ROOM USE 21 36 6 32 49 60 21
MUSEUM PASS 9 11 9 4 7 2
YOUTH COMPUTER SESSIONS 23 39 18 16 20 13
ADULT COMPUTER SESSIONS 211 189 257 229 185 159
FRIENDS VOLUNTEER HOURS 104 67 76 100 376 93
YOUTH VOLUNTEER HOURS
IPLAR NOTES: COUNT LIVE VIRTUAL PROGRAMS AS PROGRAM ATTENDANCE
COUNT VIEWS OF RECORDED VIRTUAL PROGRAMS AS PASSIVE PROGRAM ATTENDANCE
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34
Chapter 4: Access Checklist
The library provides the right amount of space of the right kind to meet the provisions of its
long-range/strategic plan.
At least once every five years, the board directs a review of the library’s long-term space needs.
The staff are familiar with the requirements contained in the Americans with Disabilities Act
(ADA) and work to address deficiencies in order to provide universal access to all patrons.
The library, including branches or other service points, is located at a site that is determined to
be most convenient for the community.
The library provides adequate, safe, well-lighted, and convenient parking during all hours of
service.
The library has the minimum required number of parking spaces.
The library’s entrance is easily identified, clearly visible, and well lighted.
The library has an identifying sign clearly visible from the street. Additional signs guide users
from arterial streets to the library.
The library has adequate internal signage.
The library’s lighting levels comply with lighting standards.
All signage is in compliance with applicable federal, state, and local regulations.
The library building supports the implementation of current and future telecommunications and
electronic information technologies.
The library has sturdy and comfortable furnishings in sufficient quantity to meet user needs.
Space is allocated for child and family use with furniture and equipment designed for use by
children.
The library has enough shelving and other types of display and storage to provide patrons with
easy access to all materials.
Shelving in the areas serving young children is scaled to their needs.
Chapter 7: Collection Management Checklist
The library board of trustees ensures that the library has a publicly funded budget to purchase
materials. The minimum annual expenditure for materials for any size library should be a
minimum of 8 to 12 percent of the operating budget.
35
Library budgets should put priority on purchasing materials that best serve their community.
The library has a written collection development policy approved by the board.
Materials are cataloged according to standard library practices utilizing MARC 21, AACR2 Rules,
Sears/LC subject headings, and RDA.
Library collections are evaluated annually to measure the effectiveness of community use of the
collection and weeded if deemed appropriate.
The library considers forming a cooperative collection plan with other libraries in close proximity
to one another.
The library strives to complement its print collection by purchasing electronic materials and
making them available to patrons through a variety of methods.
The library publicizes and promotes interlibrary loan to its patrons.
Library staff is trained in and follows policies and procedures related to the ILLINET Interlibrary
Loan Code and the ALA Interlibrary Loan Code. Libraries agree to be responsible borrowers and
lenders.
Chapter 8: System Member Responsibilities and Resource Sharing Checklist
Library staff and library board members are aware of the services offered by the regional library
systems and the Illinois State Library. The library promotes statewide cooperative services in
addition to their own local services.
Library resources, information, and expertise are available via interlibrary loan, reciprocal
borrowing, and other formal cooperative agreements; and the library participates in system
delivery.
The library abides by the ILLINET Interlibrary Loan Code as well as other formal
regional/consortial agreements.
The library administrator, library staff, and library board members actively participate as
members of boards, committees, task forces, advisory councils, etc., at various levels, including
the regional library system, the Illinois State Library, and the Illinois Library Association, and
bring a regional and statewide perspective that envisions all types of libraries, not just their local
library and library type issues.
The library, in cooperation with regional library systems and the Illinois State Library, promotes
statewide tax-supported public library service for every Illinois resident.
36
If a legally established public library currently does not meet the eligibility requirements for
Illinois State Library/Illinois Office of the Secretary of State grants, the library should work in
cooperation with its regional library system regarding grant eligibility and compliance.
Chapter 9: Public Services: Reference and Reader’s Advisory Services
Reference Service Checklist
All basic services are available when the library is open.
The library has a reference service policy.
The library provides staff trained in reference service to meet the needs of patrons who have
challenges with disabilities, language, and literacy.
The library participates in interlibrary loan and resource sharing to help provide accurate and
timely reference service.
The library is aware of the importance of accuracy in reference service and relies on information
sources of demonstrated currency and authority.
The library supports training in the use of technologies necessary to access electronic resources,
including training for persons with disabilities in the use of adaptive equipment and software.
The library provides easy access to accurate and up-to-date community information.
The library provides current issues of at least one community or local newspaper and retains
hard copy or online back issues for a minimum of six months.
The library provides access to local ordinances or codes of all municipalities within its service
boundaries.
The library provides access to local and state maps.
The library provides access to the minutes of local government meetings. These include but are
not limited to municipal (village, township, or city) and school board meetings.
The library provides voter information, including precinct boundaries and location of polling
places.
The library provides information about local history and events.
The library has at least one current reference resource for each subject area.
Staff has access to a telephone or computer to receive and respond to requests for information
and materials and to contact other agencies for information.
37
Staff members are encouraged to attend at least one relevant continuing education event each
year.
The library evaluates its reference service on an annual basis.
Reader’s Advisory Service Checklist
All basic services are available when the library is open.
The library has competently trained staff that has thorough knowledge of popular authors and
titles.
The library maintains a well-rounded collection of both fiction and nonfiction titles.
The library participates in interlibrary loan and resource sharing to help provide accurate and
timely reader’s advisory service.
The library maintains a basic collection of reader’s advisory reference materials.
All staff members attend at least one relevant continuing education event each year.
Staff members who are responsible for reader’s advisory service in their library join at least one
community organization, club, or council.
Staff members who are responsible for reader’s advisory service in their library attend at least
one workshop, reading roundtable, or continuing education event.
The library accepts and responds to reader’s advisory requests received in person, on the
phone, or electronically.
Chapter 10: Programming
Library programs are provided free of charge, or on a cost recovery basis.
Library programs are located in a physically accessible location.
Provisions are made, as needed, to enable persons with disabilities to participate in the
program. The availability of these provisions is noted with other information about the program.
The library considers community demographics, special populations, and the availability of
programming from other social, cultural, and recreational organizations in the community when
planning and evaluating programs.
The library presents educational, cultural, and recreational programs that reflect community
needs and interests.
38
Programming is designed to address the diversity within the community, to increase the
awareness and use of library resources and services, and to attract new users.
The library provides outreach programs to specific populations who cannot visit the library.
The library has programming that seeks to serve children and their caregivers.
The library has programming that seeks to serve young adults.
The library has programming that seeks to serve adults and senior citizens.
The library provides programs on library instruction for all ages. This includes online catalog and
online database training opportunities.
The library is encouraged to partner with other organizations to offer programs.
Chapter 11: Youth/Young Adult Services
All basic youth services are available when the library is open.
The library provides staff trained in serving youth.
The library has policies towards serving youth which it reviews at least every two years, and
youth staff have input in these policy revisions and creations.
The library actively promotes respect for diversity and creates an inclusive, welcoming, and
respectful library atmosphere for all patrons.
The library provides staff trained in assisting youth with disabilities, language, and literacy
barriers.
The library provides staff trained to assist youth with adaptive equipment and software as
needed to for accessibility of resources.
The library strives to eliminate barriers of service for youth, including regularly reviewing any
content restrictions, library card requirements, and Internet policies.
The library regularly, and at least annually, evaluates its services for youth with regard to
popularity, effectiveness, accuracy, timeliness, and patron ease. The library seeks input from
staff serving youth—as well as the community—regarding these services.
The library provides programming for youth which is developmentally appropriate and meets
the needs of the community.
The library’s programming is designed to reflect the needs and interests of youth in the
community.
39
Library programs are provided free of charge or on a cost-recovery basis.
The library makes provisions that enable persons with disabilities to attend programming, and
lists these provisions with other programming information.
The library considers community demographics, special populations, and the availability of
resources from social, cultural, and recreational organizations in the community when planning
and evaluating library services for youth.
The library strives to partner with youth-facing organizations in the community.
The library provides youth with research and information literacy instruction through tours,
training sessions, and one-on-one interactions.
The library has staff who have knowledge of popular authors, titles, and resources to provide
these services.
Youth staff have access to a telephone and computer to receive and respond to requests for
information and to contact other agencies.
Youth staff responsible for collection management have access to review journals and tools
specifically targeting youth materials.
The library includes at least one current resource created and intended for youth for each
subject area. Electronic resources also fulfill this requirement.
The library provides computer access for all youth, and provides guidance on digital literacy and
technology use to youth.
The library provides outreach services towards youth to increase awareness of services, attract
new users, and reach underserved populations.
The library strives to partner with and support local schools, including private schools and
homeschoolers.
Staff members are encouraged to attend as many continuing education workshops and events
as possible to stay current on trends and best practices for serving youth.
The library provides a space specifically for use by children and families.
The shelving used for housing children’s materials is appropriately sized to allow for easier
access.
The library provides early literacy programming, including regular story time, for children and
families.
40
The library provides programming which facilitates play and fun for children and families.
The library provides toys and interactive materials for use in the library, during programs,
and/or at home that facilitate play, fun, and imagination.
The library provides a summer reading opportunity to encourage reading and learning during
the summer.
The library provides a welcoming environment for young adults both individually and in groups.
The library provides developmentally appropriate programming for young adults that encourage
self-identity and positive interactions while providing opportunities to socialize and have fun.
The library provides materials both physical and digital for young adults that are intended for
them.
The library partners with young adults in the community to provide opportunities for leadership
such as a young adult (or teen) advisory board, volunteer group, or other formal or informal
opportunities.
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Drug Overdose Prevention Program Guidelines for Implementation / Updated 10/16 Page 1
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Drug Overdose
Prevention
Program
(DOPP)
GUIDELINES
FOR THE
IMPLEMENTATION
Of AN
OPIOID OVERDOSE
EDUCATION AND
NALOXONE
DISTRIBUTION
(OEND)
PROGRAM
ILLINOIS DEPARTMENT OF HUMAN SERVICES
Division of Substance Use Prevention and Recovery (SUPR)
2018 43
Rationale for Naloxone Distribution .............................................................................................................. 3
Illinois Drug Overdose Prevention and Legislation ...................................................................................... 4
Purpose of this Document ................................................................................................................................. 5
Enrollment Package .......................................................................................................................................... 5
DOPP Mobile Portal & Reporting Requirements ........................................................................................ 6
Illinois Department of Public Health State Wide Naloxone Standing Order ............................................. 7
Program Director Responsibilities ................................................................................................................... 9
Ongoing Reporting Expectations..............................................................................................................11
Health Care Profession Responsibilities for Programs not utilizing IDPH Standing Order .............. 12
Training Protocol and Content ...................................................................................................................... 13
DOPP Training Video and Educational Resources ..................................................................................... 15
Naloxone Kits ............................................................................................................................................. 16
Naloxone Kit Protocols .................................................................................................................................... 17
Reporting Requirements and Procedures ..................................................................................................... 17
Maintaining Program Records ....................................................................................................................... 17
CONTENTS
44
Rational for Naloxone Distribution
Opiates and their synthetic congeners (collectively referred to as opioids), are a group of compounds
that bind to opioid receptors throughout the human body. Because of their particular
pharmacological properties, heroin and opioids carry an especially high risk of death from overdose
as compared to other drugs.
Naloxone is a prescription medication approved by the Food and Drug Administration (FDA) to
reverse overdose effects of opioids such as heroin, morphine, oxycodone, hydrocodone and other
opioids. Naloxone blocks the opioid receptor sites in the brain, reversing the life-threatening
effects of an overdose. Naloxone is an opioid antagonist which can safely and reliably reverse
the respiratory depression associated with opioid overdose and can be administered by
bystanders, family members, friends and first responders.
The medication can be administered by intramuscular (into the muscle), or intranasal spray,
(Narcan - sprayed through the nasal cavity), or intravenous (IV) usually in a hospital setting.
Naloxone has been successfully distributed to many people with opioid use disorders along with
their families, and friends in numerous programs throughout the United States. Published data
from the Center of Evidence-based Policy has shown that individuals participating in Opioid
Overdose Education and Naloxone Distribution (OEND) programs have responded to countless
successful overdose reversals.
Overdose death rates have exploded across the country during the past several years, with a boom
in heroin and prescription drug use widely credited as the drivers of this lethal trend. According to
the Illinois Department of Public Health an estimated 1,946 people in Illinois died of an opioid
overdose in 2016, an 82% increase compared to 2013. Much of the alarming increase in opioid
overdose deaths in recent years can be attributed to the rise of dangerous synthetic opioids such as
fentanyl. Synthetic opioids are fast acting and can be hundreds to thousands of times more
potent than heroin. Heroin and other street drugs are often mixed with fentanyl to increase their
effects, which can quickly become a lethal combination. Between 2013 and 2016, overdose
deaths in Illinois attributable to synthetic opioids increased tenfold (IDPH). In 2015,
approximately 81,326 people in the United States had an emergency department visit for
unintentional, heroin-related poisonings, which is an estimated rate of almost 26 per 100,000
people in America (CDC).
According to Illinois 2014, Public Health data, Illinois has one of the higher rates of death from
heroine and opioid use. Illinois is one of 16 states in which more people die of drug overdoses than
car accidents. Heroin is the most commonly cited drug among drug treatment admissions in
Illinois. The highest rate of Emergency Department admissions is said to be due to use of heroin,
fentanyl and prescription opioids.
45
Illinois Drug Overdose Prevention Legislation
As one step toward reducing the unprecedented increase in preventable overdose deaths in the
United States, many states in the union have amended their laws to increase access to the life-
saving medication, naloxone.
These laws apply to private citizens (family and friends) and professional first responders,
including non-medical personnel such as law enforcement, social service employees, outreach
workers and all trained staff who work with substance use disorder (SUD) clients,
The Illinois General Assembly passed the following Public Acts in order to expand naloxone
distribution and training:
January 2010 Illinois Public Act 096-0361 Illinois’ Naloxone Expansion Act This act
explains the expansion of naloxone making it legal in Illinois for non-medical persons to
administer naloxone to another individual in order to prevent an opioid/heroin overdose
from becoming fatal.
June 2012 Illinois Public Act 097-0678 Illinois’ Emergency Medical Services Access
Act: The “Good Samaritan Law” - Overdose victims and individuals accompanying them
cannot be charged with possession for small amounts of illegal drugs when calling 911 or
taking someone to an emergency room for an overdose.
In 2012, as a direct result of this law, the Illinois Department of Human Services, Division
of Alcoholism and Substance Abuse (IDHS/DASA) currently named Division of Substance
Use Prevention and Recovery (SUPR) established the Drug Overdose Prevention Program
(DOPP). Through this voluntary program, municipalities, non-profit agencies, law
enforcement agencies, treatment facilities, public health departments throughout the State of
Illinois can enroll their program, train individuals at their various sites, and distribute
naloxone to staff, family and friends and clients.
September 2015 Public Act 099-0480 The Heroin Crisis Act - This act supports
comprehensive educational and training initiatives involving law enforcement, schools,
emergency responders, health care providers and interested individuals to enhance awareness,
access and use of naloxone for treating drug overdoses. The bill provides civil and criminal
immunity protections for health care professionals and others participating in training
activities and providing opioid antagonists. The law’s other highlights include amendments
to the Illinois Insurance Code (215 ILCS 5/132) to provide coverage for opioid antagonists,
including the medication product, administration devices and any pharmacy administration
fees related to dispensing the drug.
In accordance with the State of Illinois’ Opioid Action Plan released in September 2017,
increasing naloxone training and access to distribute became one of nine central strategies to
reduce opioid deaths. SOAP.pdf
46
Purpose of this Document
The Illinois Department of Human Services, Division of Alcoholism and Substance Abuse
(IDHS/DASA) has developed guidelines to inform programs how to become enrolled as a Drug
Overdose Prevention Program (DOPP) and to successfully operate an Opioid Overdose
Education and Naloxone Distribution (OEND) program. Potential enrollees include licensed
SUPR Treatment Programs, recovery homes, licensed prescribing practitioners, for profit
community-based organizations, not-for-profit community-based organizations, needle
exchange programs, hospitals, police and sheriff departments, along with public health
departments, health care providers, including FQHCs and health care for homeless clinics,
urgent care facilities, faith-based organizations, public libraries, colleges and universities. The
following agencies such as jails, prisons, probation and parole departments, problem-solving
courts, are also encouraged to enroll as a Drug Overdose Prevention Program because they
serve individuals who are at high risk of overdose. Programs are not required to be licensed by
IDHS/SUPR.
The purpose of this document is to provide interested entities wanting to become DOPP
programs with guidelines and protocols to establish an Opioid Overdose Education and
Naloxone Distribution (OEND) program. These guidelines are divided into the following
three sections:
A) The Enrollment Package
B) DOPP Web Portal Reporting Requirements
C) Guidelines for Implementation and Training Curriculum
A) Enrollment Package:
The Enrollment Package consists of an Enrollment Form and Attestation Page clearly
outlining expectations and requirements of the program. Each program must complete
enrollment form and Attestation page and submit to the IDHS/SUPR before they begin
training drug overdose prevention responders. In addition, training materials can be
forwarded to IDHS/SUPR DOPP coordinator for questions about content.
Once approved, the DOPP/OEND program enrollment will be valid for five years and then
Programs must re-enroll. Enrolled Programs will receive an enrollment certificate and a
letter of approval upon submission of these forms.
Enrollment forms are also available on the DHS/SUPR website:
DOPP Enrollment Package/IL444-2051.pdf
Click below to access enrollment form and complete as directed. Email to:
DHS.DOPP.coordinator@illinois.gov
IL444-2051.pdf
47
B) REPORTING REQUIREMENTS AND PROCEDURES:
DHS/SUPR has a web portal to assist programs in completing all reporting
requirements. The Program Director must access the web portal and set up an
account for the anticipated DOPP program.
The web portal is: www.ILsavesOD.org
Once the Program Director sets up an account as the Project Administrator,
access to all forms, reports and resources will be available.
The IDHS/SUPR requires two reporting topics:
1) Monthly Report:
All DOPP/OEND programs are expected to keep track of the number of
sites added and individuals trained each month. In addition, programs are asked
to tally the amount of individuals trained by type; ie.. first responder, staff,
client, community responder, etc. Program Directors will log into their program
account on the Illinois Save OD web portal. The web portal is:
www.ILsavesOD.org
2) Enter all Overdose Reversal and Naloxone Administration Reporting Form
reports by clicking on ENTER NALOXONE REVERSAL INFO NOW GREEN
button on the portal. The web portal is: www.ILsavesOD.org
This reporting screen will allow IDHS/SUPR to keep track of the drug overdose response
incidents in Illinois. Whenever naloxone is administered, the program director or person
authorized will log in to the web portal to complete the demographics and specifics of
each save on the screen. The portal makes this convenient, expeditious, and completely
mobile.
48
NOTE: DHS/SUPR grantees will be required to submit additional reports found on
the web portal: Quarterly report, Acquisition Form, and Community Coalition report.
Specific technical assistance will be provided for the grantees.
C) The Program Guidelines for Implementation and Training Curriculum: The following
Program Guidelines for Implementation may be used by DOPP/OEND programs to help
develop program policies and procedures and to understand the responsibilities of an
Enrolled Drug Overdose Prevention Program (DOPP) and to successfully operate an Opioid
Overdose Education and Naloxone Distribution (OEND) program. A program director must
be identified on the Program Enrollment form as the primary contact for the DOPP Program.
These guidelines explain what elements are needed to develop a DOPP Program; to
determine if the program will utilize the Illinois Department of Public Health’s State wide
standing order and gives curriculum topics for training individuals to administer naloxone and
to successfully operate an Opioid Overdose Education and Naloxone Distribution (OEND)
program.
The elements in the guidelines can be used to develop program policies and procedures and
should be tailored by the individual DOPP/OEND program after carefully considering the goals
for enrolling and becoming a DOPP/OEND and the target population intended to serve. The
guidelines describe the program staff responsibilities and training guidelines for the distribution
and use of naloxone. All DOPP/OEND Programs should have the policies and procedures and
training materials internally approved by the responsible authority at the enrolling agency or
department.
Illinois Statewide Standing Order Option : For programs, agencies and any interested entity who do
not have access to a licensed physician, physician assistant or advanced practice nurse:
Historically, obtaining naloxone required a prescription from a Physician, Nurse Practitioner
or Physician’s Assistant. Many programs and municipalities were unable to enroll as a DOPP
program because they were unable to access naloxone for their program due to not having an
MD on staff to initiate a prescription.
However, in September of 2017, Pursuant to the Act, the Illinois Department of Financial and
Professional Regulation (IDFPR) – in consultation with the Illinois Department of Public
Health (IDPH) and Illinois Department of Human Services (IDHS) – issued a Naloxone
Standardized Procedure for appropriately trained professionals to obtain, dispense, or
administer naloxone. This Standing Order is issued by the Chief Medical Officer of the
Illinois Department of Public Health, effective on September 7, 2017.
49
This Standing Order is made pursuant to the Alcoholism and Other Drug Abuse and
Dependency Act (20 ILCS 301/5-23) and Executive Order 17-05.
The statewide Standing Order allows pharmacists and DOPP/OEND naloxone training
programs in Illinois to provide naloxone without a direct prescription to individuals at
risk of an opioid overdose, as well as their family and friends and to others who may
assist an individual suffering opioid-related overdose.
Click on the links below to access the Statewide standing order for naloxone:
See the Illinois Department of Public Health Naloxone Home page
http://dph.illinois.gov/naloxone
See the Illinois Naloxone Standardized Procedure and sample of the Illinois Naloxone Standing
Order http://www.idph.state.il.us/Naloxone/
50
Naloxone Entity
Naloxone Entities may include pharmacies, pharmacists, or opioid Overdose Education and
Naloxone Distribution (OEND) programs.
• Participating pharmacies and pharmacists must be licensed under the Illinois
Pharmacy Practice Act (225 ILCS 85), complete training approved by IDHS pursuant to
Public Act 99-0480, and have knowledge of the Illinois Naloxone Standardized Procedure.
Pharmacies/pharmacists should report naloxone dispensing to the Illinois Prescription
Monitoring Program at https://www.ilpmp.org/.
• Any non-pharmacy OEND program must FIRST be registered as a Drug
Overdose Prevention Program (DOPP) with the IDHS’s Division of Substance Use
Prevention and Recovery (SUPR), at http://www.dhs.state.il.us/. This may include
law enforcement agencies, drug treatment programs, recovery homes, local health
departments, hospitals or urgent care facilities, or other for-profit or not-for-profit
community-based organizations.
• Once enrolled as a DOPP program (Your program will receive a certificate and
letter of successful enrollment).
If the program enrolling as a DOPP is not utilizing the statewide Standing Order, the
program will demonstrate a shared leadership responsibility and collaboration between the
delegated Program Director and the Program’s identified Health Care Professional (HCP).
Please note: If utilizing the Statewide Naloxone Standing Order, the program only needs a
Program Director.
51
Responsibilities of the Program Director
The Program Director is identified on the Program Enrollment form as the primary contact for
the Program.
The Program Director will manage and have overall responsibility for the program and will
either:
· Identify an Illinois licensed physician, physician assistant, or nurse practitioner to function as
the programs Health Care Professional (HCP) to oversee the prescribing aspects of the drug
overdose prevention program
· The HCP shall also provide clinical consultation
· In consultation with the HCP approve Affiliated Prescribers for the program;
· Maintain program documentation of HCP and Affiliated Prescribers credentials and
licenses;
Or if utilizing the Illinois Statewide Standing Order:
· Fulfill all DOPP requirements to enroll and utilize the Illinois Statewide Standing Order
therefore not needing to identify a Health Care Professional;
· All DOPP programs utilizing the statewide Standing Order must follow the Illinois
Department of Public Health’s Naloxone Standardized Procedures
· Click here: Illinois Naloxone Standing Order
Responsibilities of the Program Director for all DOPP programs (including DOPP programs
utilizing statewide Standing Order)
· Develop a training curriculum based on the SAMHSA Tool kit which is consistent with the
guidelines of the IDHS/SUPR; (See Education and Training Section)
· Identify and select persons to be trained as drug Overdose Responders; This may be First
Responders and/or community and family/friend bystanders.
· Ensure that all individuals trained complete all components of the training;
Program Director DOPP Reporting Requirements:
The Program Director must fulfill the following reporting requirements in order to operate a
successful DOPP/OEND program. DHS/SUPR has a web portal to assist programs in
completing the following reporting requirements.
A) Complete Monthly Progress Report
B) Enter all Overdose Reversal and Naloxone Administration Reporting Form
The Program Director must access the web portal and set up an account for the program as the
Program Administrator. The web portal is: www.ILsavesOD.org
52
WEB PORTAL LOG IN:
DOPP/OEND Program Directors are asked to log into the portal, set up an account to:
1) Complete Monthly Progress Report utilizing the web mortal;
All DOPP/OEND programs are expected to keep track of the number of sites added and
individuals trained each month. In addition, programs are asked to tally the number of
individuals trained by type; ie... first responder, staff, client, community responder, etc.
2) Enter all Overdose Reversal and Naloxone Administration Reporting Form reports
by clicking on ENTER NALOXONE REVERSAL INFO NOW GREEN button on the
portal.
All information with asterisk * is required. If it is not known, please use
your best educated guess.
53
Ongoing Program Director Responsibilities:
3) Ensure all Overdose Reversal and Naloxone Administration Reports are completed
and submitted utilizing the web portal. ENTER NALOXONE REVERSAL INFO
NOW GREEN
4) Ensure that the program’s enrollment with the IDHS/SUPR remains up-to-date;
Receive and reply to a 30 day reminder of certification expiration from IDHS/SUPR
after the 5 year initial enrollment.
5) Ensure that IDHS/SUPR is notified in a timely fashion of all changes in the information
contained on the program’s initial enrollment, including names and contact information
for the Program Director and Health Care Professionals and Affiliated Prescribers.
6) Update training program content, materials and protocols as needed;
7) Approve and provide ongoing supervision of the trainers;
8) Oversee procurement and storage of naloxone with appropriate records and develop
policies and procedures for the distribution of naloxone kits to drug Overdose
Responders.
54
Definition and Responsibilities of the Program’s Health Care Professional (HCP)
The Health Care Professional has responsibility for clinical oversight for the program and is
defined in 20 ILCS 301/5-23 (d) subsection (4) as:
a. a physician licensed in Illinois to practice medicine in all its branches;
b. a physician assistant who has been delegated the authority for
prescription or dispensation of an opioid antidote by his or her
supervising physician;
c. an advanced practice registered nurse who has a written collaborative agreement
with a collaborating physician that authorizes the prescription or dispensation of
an opioid antidote; or
d. an advanced practice nurse who practices in a hospital or ambulatory surgical
treatment center and possesses appropriate clinical privileges in accordance with
the Nurse Practice Act.
Responsibilities of the Program’s Health Care Professional (HCP)
A) Provide clinical consultation, expertise, oversight and liaison concerning medical and
clinical issues related to the Drug Overdose Prevention Program;
B) Provide consultation to ensure that all trained individuals receive all
information required for training;
C) In conjunction with the Program’s Official Designee maintain a description of how
the organization will provide training information, how employees or volunteers
providing information will be trained and the standards for documenting the
provision of required training information;
D) In conjunction with the Program’s Official Designee adapt and approve training program
content, materials and protocols;
Affiliated Prescribers
Affiliated prescribers may also prescribe or dispense naloxone and must be Illinois licensed
physicians, nurse practitioners or physician assistants as described in 20 ILCS 301/5-23 (d)
subsection (4). The affiliated prescribers must be knowledgeable regarding the following: drug
overdose prevention program policies, procedures and record keeping; opioid drug overdose
training content, materials and protocols; and administration and storage of naloxone. They must
report all of their drug overdose prevention program-related activities to the Program’s Official
Designee and must complete all required documentation and of record keeping including the
DHS/SUPR Template-Standing order to Dispense and Administer Naloxone - IL 444-
2052. (This template is to be completed by the Health Care Professional if the program is not
utilizing the IDPH statewide standing order.
IL444-2052.pdf
The Program Director and HCP can determine if access to the web portal is necessary and
preferable. Consult with the DHS/SUPR DOPP coordinator to obtain additional guidance
regarding this process: DHS.DOPP.Coordinator@illinois.gov
55
TRAINING AND EDUCATION
It is the intention of the Program Guidelines for Implementation to encourage the development of
a wide network of individuals trained as drug Overdose Responders. Successful overdose
prevention will require that people who are the closest to individuals at risk for overdose become
trained responders. These people may be peers, family members, friends or neighbors. In the
work place, these individuals may be staff, clients, family and friends associated with people
who have substance use disorders. Therefore, all those who are interested in becoming trained
drug Overdose Responders may be eligible and must be counted on the monthly report.
A DOPP/OEND training video can be utilized by DOPP/OEND programs to train
staff and bystanders, clients and family and friends. This training deck may be
modified to fit the needs of the program
IDHS_ SUPR
Naloxone Training.pp
Trainers
Trainers may be program employees or volunteers and must demonstrate competence in the
content and skills of the DOPP/OEND Program before providing training to drug Overdose
Responders. Each trainer’s competence on the training protocols must be approved by the
Program Director and the program must maintain documentation of the trainer’s proficiency to
provide training on all of the information for drug Overdose Responders.
The Program Director will maintain:
· A training log of all trainings with the dates and location of the training, the
name of the trainer and the names of the drug Overdose Responders in
attendance and the type of responder, ie…first responder, community member;
e. A list of all persons who are designated trainers with verification by the Health Care
Professional of their training competence; Describe the duration and frequency
requirements of training;
f. Describe any required supervision or monitoring of DOPP/OEND;
g. Use available reference material to enhance training content;
Training Protocol and Content
The program should maintain an up-to-date training curriculum and must be tailored by the
Program for its individualized needs. The Program should have a training manual that is based
on available references listed below in the Training and Resource section of this manual and any
other appropriate training materials.
The following information describes the minimum content to be included in the training
curriculum.
Steps to take if they observe a drug overdose including:
1) How to recognize a drug overdose;
56
2) How to respond to an overdose. See DHS/SUPR Brochure on website
3) The importance of calling 911
4) How to perform rescue breathing and resuscitation;
5) Types of Naloxone, dosage and administration,
6) Administration of naloxone
7) Care for the person who overdoses after administration of Naloxone
8) Safety recommendations for the overdose responder
Depending on the context and program design, there are several additional recommended
educational elements for potential overdose responders:
h. Hands- on practice with a demonstration kit
i. Risk factors for overdose fatality
j. Illinois 911/Good Samaritan law
k. Resuscitation technique: As there is insufficient data to recommend one resuscitation method
over another, Program Directors and HCPs will need to determine whether rescue breathing,
chest compressions or full CPR education is most appropriate for inclusion in their training
curricula.
Drug overdose prevention education should be tailored to needs of identified responders and
the population and environment they may encounter. Specific cultural aspects of the
community and where the overdose prevention interventions may take place should be
addressed.
Drug overdose prevention education should:
l. Take into account the overdose responder’s previous education and medical knowledge.
m. Consider the environment in which the training may take place.
n. Address specific cultural needs of the overdose responder and the cultural environment
in which they may encounter individuals who have overdosed.
o. Provide individualized training aids and training approaches based on the overdose
responder and the cultural environment in which they may encounter individuals who have
overdosed.
p. Provide ample opportunity for question, answer periods, and have written information
to address frequently asked questions.
q. Be adaptable in length and format, based on the needs of the potential
overdose responder.
Training and Educational Resources
The training will serve as a foundation for education and training of communities, first
responders, patients who are prescribed opioid medications and individuals and family members
who are close to someone with an opioid use disorder and may have experienced an opioid
overdose.
57
Depending on the setting and participant, trainings may be as short as ten minutes or may last
60/90 minutes depending on the trainee’ familiarity on substance use disorders and overdose
factors. At the conclusion of the training, participants may receive a certificate demonstrating
adequate understanding of the materials and medication.
A DOPP/OEND training video can be utilized by DOPP/OEND programs to train
staff and bystanders, clients and family and friends.
IDHS_ SUPR
Naloxone Training.pp
Additional Opioid resource materials can be found on IDHS/SUPR website:
http://www.dhs.state.il.us/page.aspx?item=58142
Programs enrolled in the DHS DOPP/OEND may utilize the SAMHSA Opioid Overdose
Prevention Toolkit available on the SAMHSA website: Opioid Overdose Prevention Toolkit
https://store.samhsa.gov/product/Opioid-Overdose-Prevention-Toolkit/SMA18-4742
Other Helpful Websites:
http://store.samhsa.gov/product/Opioid-Overdose-Prevention-Toolkit-Updated-2016/SMA16-4742
www.prescribetoprevent.org
http://harmreduction.org/issues/overdose-prevention/tools-best-practices/manuals-best-practice/od-manual/
http://www.health.ny.gov/diseases/aids/general/opioid_overdose_prevention/
http://www.mass.gov/eohhs/gov/departments/dph/programs/substance-abuse/prevention/naloxone-access.html
Trainings may take place in a variety of settings, including on the street or in a more conventional
classroom setting, but should be conducive to maximize the learning of drug Overdose Responders.
The trainings may be in small groups or conducted one-on-one and the length of trainings may vary
depending on the drug Overdose Responders familiarity with drug injection and drug overdose or
on other factors. All of the minimum content for patient information must be communicated before
drug Overdose Responders administer naloxone without supervision.
Qualifications of Trainers
The training manual or training presentation should describe the qualifications, training
experience, and specific knowledge and skill sets of the individuals who will provide drug
overdose prevention education and information to potential drug Overdose Responders. Drug
overdose prevention trainers should be able to demonstrate competence in the content and skills
of drug overdose prevention. DHS/SUPR has no specific training qualifications or certifications.
58
Training Records
· At the conclusion of educational sessions, each person who has demonstrated
adequate overdose prevention and response will be counted as an individual
trained at a particular site. All Program Directors are required to complete a
monthly DHS/SUPR report by utilizing the web portal designating how many sites
and individuals were trained the previous month and the type of responder,
ie…first responder, staff, client, family or community member;
Naloxone Kits
Each naloxone kit shall contain a minimum of one of the following items:
· #2 2 mL Luer-Jet™ Luer-Lock needleless syringe (NDC 76329-3369-0) plus #2 mucosal
atomizer devices (MAD-300)
· #1 two-pack of two 4 mg/0.1 mL intranasal devices (NDC 69547-353-02)
· #2 single-use 1 mL vials (NDC 00409-1215-01 OR NDC 67457-0292-02) OR #1 10mL
multidose vial (NDC 00409-1219-01) PLUS #2 3 mL syringe w/ 23-25 gauge 1-1.5 inch IM
needles
· #1 two-pack of two 0.4 mg/0.4 mL prefilled auto-injector devices (NDC 60842-030-01)
Purchase of Naloxone Kit Supplies
· It is important to match the type of naloxone purchased, (nasal or intramuscular) and training of
responders.
· For intramuscular, syringes may be purchased through medical supply houses or local drug
stores. Prescriptions are not required. Be sure to purchase intramuscular needles (at most 25
gauge and at least 1 inch) with syringes that have at least a 3 mL volume.
· Individual doses of Naloxone may be accessed and purchased from your local drug store. A
prescription or prescriber is NO LONGER required. If purchasing from a local drug store a
few days advance notice may be required, as it may not be available at all locations. Most
pharmacies are providing the nasal spray form of naloxone.
Detailed information on naloxone sourcing can be found on the
Illinois Department of Public Health’s Opioid Data Dashboard
https://idph.illinois.gov/OpioidDataDashboard/
Click above to locate pharmacies in Illinois trained to dispense individual prescriptions of naloxone.
Access to Naloxone For DOPP/OEND programs: Beginning in 2017, DHS/SUPR has been
awarded Federal Grants to address the opioid epidemic by providing financial resources to the
State of Illinois to provide DOPP/OEND programs assistance in purchasing naloxone to
distribute to trained responders. The pdf below lists Grantees and contact information in your
specific county.
http://www.dhs.state.il.us/OneNetLibrary/27896/documents/2018SUPRGrants/FY19_DOPP_PDO_STR_GrantC
ontact_Information.pdf
FY'19_DOPP_PDO_ST
R_Grant Contact_Infor
59
HARM REDUCTION & OVERDOSE PREVENTION
Fact Sheet
Legality of Dispensing and Administering Expired
Naloxone in Illinois
Background
Drug overdose is a continuing epidemic that claimed the lives of nearly 72,000 Americans in 2017.1 Opioids,
both prescription painkillers and illegal drugs such as heroin and illicitly manufactured fentanyl, were
responsible for nearly 48,000 of these deaths.2 Many of the people killed by opioids would be alive today if
they had quickly received the medication naloxone and, where needed, other emergency care.3 To attempt to
increase access to naloxone, all fifty states and the District of Columbia have modified their laws to increase
access to naloxone, the standard first-line treatment for opioid overdose.4
While these laws take a number of steps to increase access to this life-saving medication, none explicitly
address the legality of dispensing naloxone that is past its expiration date. As many governmental and non-
governmental organizations will increasingly have stocks of such expired naloxone, which has a listed shelf life
of only one to two years and is quite expensive to purchase, it is important to determine whether distribution or
use of that naloxone is permissible under existing law.5 This factsheet discusses whether Illinois laws forbids
the prescription, dispensing, distribution, possession, or administration of expired naloxone and whether such
actions negatively impact risk of civil liability.
In sum, Illinois law does not prohibit the prescription, dispensing, distribution, or administration of expired
medications, nor is there a general prohibition on the possession of expired naloxone obtained via a valid
prescription or a standing order. Numerous studies have shown that naloxone remains effective long past its
expiration date, perhaps even decades, even when not stored at optimal conditions. Because Illinois law
provides professional and criminal immunity for the prescribing, dispensing, and administration of naloxone in
the absence of “willful and wanton misconduct,” those activities are likely covered for expired naloxone to the
same extent they apply to non-expired naloxone.
Efficacy of Expired Naloxone
Numerous studies have demonstrated that naloxone retains its potency long past its expiration date, even
when kept in less-than-ideal conditions. In perhaps the most comprehensive such study, expired naloxone
60
samples – some which expired as early as the early 1990’s - were obtained from fire departments, emergency
medical services and law enforcement agencies.6 Upon testing, it was discovered that these samples, which
had mostly been stored in ambulances, police cars, and similar environments, retained nearly all of their active
ingredient, even after nearly 30 years in storage. Only one sample, which was more than 25 years past its
expiration date, had fallen to below 90% of its original strength.7
While that study was conducted with naloxone vials, similar results have been obtained with the products Evzio
and Narcan. Testing on several of these products that were at least one year past their listed expiration date
revealed that they all tested at greater than 100% of their labeled naloxone concentration. The researchers
who conducted that study noted that the data suggests “extending the shelf life of these products” to “aid in
avoiding the significant expense of replacing them every two years and also increase the availability” of
naloxone in communities.8 Even extremes of heat and cold seem to do little to impact the efficacy of naloxone.
In another study, ampoules of naloxone were cycled through repeated heating and cooling cycles for 28 days.
These samples, which had been either repeatedly cooled to -20 degrees Celsius or heated to 80 degrees
Celsius, “remained at comparable concentrations as ampoules stored at room temperature.” 9
Summary of Relevant Illinois Law
Illinois’ naloxone access law provides a number of protections for those who act to increase access to the
medication. First, healthcare professionals acting in good faith are provided immunity from any violation of
professional licensing statutes as well as criminal immunity for the prescribing or dispensing of an “opioid
antagonist” to patients at risk of opioid overdose and persons who are not at risk of overdose but may be in a
position to help another individual during an overdose.10 In addition, pharmacists are protected from civil
liability for administering or dispensing an opioid antagonist under a protocol or standing order so long as they
do so “without fee or compensation in any way” and without willful and wanton misconduct.11
Unlike many states, Illinois has not enacted immunity protections for the distribution of naloxone by
laypeople.12 While Illinois law authorizes the Department of Public Health to “establish or authorize programs
for prescribing, dispensing, or distributing opioid antagonists for the treatment of drug overdose,” no immunity
is provided for laypeople who distribute naloxone in these programs.13 14 The law does, however, provide
immunity from civil liability, in addition to immunity from violations of professional licensing statutes and
criminal prosecution, to laypeople who have received certain information and who administer an opioid
antagonist to another person without fee in a good faith belief that the other person is experiencing an
overdose.15
“Opioid antagonist” is defined in Illinois law as any drug that “binds to opioid receptors and blocks or inhibits
the effect of opioids acting on those receptors, including, but not limited to, naloxone…”16 Willful and wanton
misconduct is not defined in the relevant statute, but the Illinois Supreme Court and Illinois legislature have
defined reckless, willful, and wanton conduct in other contexts as conduct “committed with ‘utter indifference’ to
or ‘conscious disregard’ for the safety of others, sometimes called a ‘reckless disregard’ for the safety of
others.”17. Further, relevant (but not controlling) case law defines it as an “injury that must have been
intentional” or an act that was “committed under circumstances exhibiting a reckless disregard for the safety of
others, such as a failure, after knowledge of impending danger, to exercise ordinary care to prevent it or a
failure to discover the danger through recklessness or carelessness when it could have been discovered by the
exercise of ordinary care.”18
61
Legal Analysis
We found no laws that explicitly address the question of dispensing or administering expired naloxone to the
general public. 19 Illinois' Drug Overdose Prevention Program guidelines require that Opioid Education and
Naloxone Distribution Program Directors "routinely assess the expiration date of naloxone to ensure that
naloxone with earlier expiration dates are distributed prior to naloxone with later expiration dates," but do not
prohibit the distribution or dispensing of expired naloxone.20 A search of case law in Illinois and related federal
cases regarding the administration or distributing of expired drugs found no relevant decisions on the subject.
There is therefore no prohibition on such activities.
The evidence also suggests that all otherwise applicable legal protections apply to expired naloxone to the
same extent that they apply to non-expired naloxone. Naloxone that is past its expiration date is highly likely to
be an “opioid antagonist” under Illinois law, as studies have repeatedly found that naloxone that is past its
expiration date maintains much of its previous concentration and therefore would likely still bind to opioid
receptors and block or inhibit the effects of opioids acting on those receptors, the requirements for a substance
to qualify as an “opioid antagonist”.21 Further, the research evidence that naloxone remains an effective opioid
antagonist long past its stated expiration date suggests that it would not be willful and wanton misconduct to
supply or administer expired naloxone, as it does not appear to be reckless or careless to use naloxone after
the product’s expiration date.
Conclusion
In summary, it is not illegal under Illinois law to prescribe, dispense, distribute or administer naloxone that is
past its expiration date, nor is there any controlling federal law on the subject. There is also no law prohibiting
the possession of expired naloxone acquired via a valid prescription or standing order. Further, an Illinois law
that provides criminal and civil immunity to certain individuals for the prescription, dispensing, and
administration of naloxone likely applies regardless of the medication’s expiration status. There appears to be
no legal reason to destroy expired naloxone or prevent it from being dispensed, distributed or administered in
Illinois.
SUPPORTERS
The Network for Public Health Law is a national initiative of the Robert Wood Johnson.
This document was developed by Amy Lieberman, JD (alieberman@networkforphl.org) and Corey Davis, JD,
MSPH (cdavis@networkforphl.org) at the Network for Public Health Law’s Harm Reduction Legal Project. The
legal information provided in this document does not constitute legal advice or legal representation. For legal
advice, please consult specific legal counsel.
This document was created in and is current as of February 2020.
62
1 Holly Hedegaard, M.D., et al., Drug Overdose Deaths in the United States, 1999-2017, available at
https://www.cdc.gov/nchs/data/databriefs/db329-h.pdf (last visited Jan. 12, 2019).
2 Id.
3 Opioid overdose is caused by excessive depression of the respiratory and central nervous systems. Naloxone, a κ- and δ, and μ-
opioid receptor competitive antagonist, works by displacing opioids from these receptors, thereby reversing their depressant effect. See
J. M. Chamberlain & B. L. Klein, A comprehensive review of naloxone for the emergency physician, 12 AM J EMERG MED (1994).
4 For a comprehensive list of state naloxone access laws, see NETWORK FOR PUBLIC HEALTH LAW, LEGAL INTERVENTIONS TO REDUCE
OVERDOSE MORTALITY: NALOXONE ACCESS AND GOOD SAMARITAN LAWS (2018), available at
http://www.networkforphl.org/_asset/qz5pvn/network-naloxone-10-4.pdf.
5 Davis CS, Carr D. Naloxone Affordability Measures Needed. Journal of the American Pharmacists Association 2017; 57(6): 740-741.
6 Schuyler Pruyn et al., Quality Assessment of Expired Naloxone Products from First-Responders' Supplies, 23 Prehosptial Emergency
Care 5, 647-653 (2018), https://www.ncbi.nlm.nih.gov/pubmed/30596290
7 The potency of that sample, which expired in May 1992, was approximately 89% of that when it was new.
8 Charles Babcock, et al., Evaluation of Chemical Stability of Naloxone Products beyond Their Labeled Expiration Dates, American
Association of Pharmaceutical Scientists presentation at PharmSci 360 Conference (November 6, 2018),
https://www.eventscribe.net/2018/PharmSci360/fsPopup.asp?efp=UUFSQlZZVFM1OTQ2&PosterID=165883&rnd=0.926461&mode=
posterinfo
9 Dulcie Lai et al., The effects of heat and freeze-thaw cycling on naloxone stability, Harm Reduction Journal 16, Article number 17
(2019), https://harmreductionjournal.biomedcentral.com/articles/10.1186/s12954-019-0288-4. Similar results were obtained from a
previous study, see R. Bart Johansen et al., Effect of extreme temperatures on drugs for prehospital ACLS. Am J Emerg Med.
1993;11:450–2.
10 20 Ill. Comp. Stat. Ann. 301/5-23 (d)(1).
11 745 Ill. Comp. Stat. Ann. 49/36.
12 Under the Illinois Pharmacy Practice Act, “distribute” means to “deliver, other than by dispensing, a prescription medication.” Ill.
Admin. Code tit. 68, § 1330.10.
13 20 Ill. Comp. Stat. Ann. 301/5-23 (b)(1).
14 “’Dispense’ means to interpret, verify computer entry of, select the prescribed product for, prepare and/or deliver a prescription
medication to an ultimate consumer or to a person authorized to receive the prescription medication by or pursuant to the lawful order
of a practitioner, including the compounding, packaging and/or labeling necessary for delivery and any recommending, advising and
counseling concerning the contents, therapeutic values, uses and any precautions, warnings and/or advice concerning consumption.
Dispense does not mean the physical delivery to a patient or a patient's representative in a home or institution by a designee of a
pharmacist or by common carrier or the physical delivery of a drug or medical device to a patient or patient's representative by a
pharmacist's designee within a pharmacy or drugstore while the pharmacist is on duty and the pharmacy is open.” Ill. Admin. Code
tit. 68, § 1330.10.
15 The immunity from civil and criminal penalty applies only if the layperson acts without “willful or wanton misconduct.” 20 Ill. Comp.
Stat. Ann. 301/5-23 (d)(2).
16 20 Ill. Comp. Stat. Ann. 301/5-23(d)(4).
17 Grant Dixon III, You Don't Know It When You See It: Pleading Requirements for Willful and Wanton Conduct, 27 DCBA Brief 24, 25
(2015), citing Pfister v. Shusta, 167 Ill.2d 417, 421 (1995); 745 Ill.Comp.Stat. § 10/1-210; American National Bank & Trust Co. v. City
of Chicago, 192 Ill.2d 274, 285 (2000).
18 Henslee v. Provena Hosps., 369 F. Supp. 2d 970, 977-978 (N.D. Ill. 2005), defining the concept of “willful and wanton misconduct”
within the EMS Act, 210 Ill. Comp. Stat. Ann. 50/3.150.
19 There are some regulations that govern the disposal of expired medications in specific public health institutions, but they are
applicable only in certain limited situations, none of which are applicable to the outpatient setting.These institutions include Community
Living Facilities, Long-term Care Facilities, Veteran’s Homes, Facilities for the Developmentally Disabled, Skilled Nursing Care
Facilities, Sheltered Care Facilities, Hospice Care Facilities, Assisted Living Facilities, and Supportive Residences. Ill. Admin. Code tit.
77, § 370.840; Ill. Admin. Code tit. 77, § 350.3760; Ill. Admin. Code tit. 77, § 340.1665; Ill. Adm. Code tit. 77, § 350.1450; Ill. Admin.
Code tit. 77, § 300.1650; Ill. Admin. Code tit. 77, § 390.1450; Ill. Admin. Code tit. 77, § 280.4030; Ill. Admin. Code tit. 77, § 330.1510; Ill.
Admin. Code tit. 77, § 295.5000; Ill. Admin. Code tit. 77, § 385.2150. Additionally, the Department of Corrections has a rule on inmates’
possession of expired medication; Rule 308 Ill. Admin. Code tit. 20, § 504 App. A.
20 https://www.dhs.state.il.us/OneNetLibrary/27896/documents/2018_DOPP_Guidelines_for_Implementation.pdf
21 See 20 Ill. Comp. Stat. Ann. 301/5-23(d)(4).
63
Naloxone Kit Protocols
Drug Overdose Responders will be strongly encouraged to report all use and any loss of their kits
to the Program Director, HCP, or affiliated prescriber. It is the goal of the Overdose Prevention
Program that there is an accurate accounting of prescribed and distributed medications.
Storage of Naloxone
The Program Director will ensure that naloxone is stored safely consistent with the
manufacturer’s guidelines and that an adequate inventory of naloxone is maintained to meet
reasonable projected demand. The Program Director will routinely assess the expiration date of
naloxone to ensure that naloxone with earlier expiration dates are distributed prior to naloxone
with later expiration dates.
Maintaining Program Records
DOPP/OEND program training records and training completion logs, usage records and
inventories of Naloxone supplies and materials are designed and completed according to the
programs own policy and procedures. DOPP/OEND Programs will keep all forms and records
for the program in organized files and available for review by IDHS/SUPR as needed. Records
should be handled in accordance with the agencies existing HR, HIPAA and administrative
policies.
For more information on the DOPP or how to enroll as a DOPP/OEND program, please contact
the Illinois Department of Human Services, Division of Substance Use Prevention and Recovery
DOPP coordinator by sending an email to: DHS.DOPP.coordinator@illinois.gov
64
Yorkville Public Library
November 10, 2021
Purchaser:
Yorkville Public Library
Location:
Yorkville Public Library
Address:
902 Game Farm Rd
Address:
902 Game Farm Rd
Yorkville, IL 60560-1135
Yorkville, IL 60560-1135
TK Elevator Corporation ("TK Elevator Corporation," "TK Elevator," "we," "us," and "our"), agrees with Purchaser
(“Purchaser,” “you,” and “your”), to maintain the equipment described below in accordance with the terms and
conditions of this agreement (“the Agreement”) with the goal of maximizing its performance, safety, and life span.
TK Elevator and Purchaser may hereinafter be referred to individually as a "Party" or collectively as the "Parties."
Equipment to be Maintained
This Agreement covers the units described in the table below (individually a “Unit” or collectively the “Units”).
Equipment Type
Nickname
Legal ID
OEM Serial #
Stops
Controller Manufacturer
MAX
Eligible
Hydraulic
1
H020535
EV3228
2
thyssenkrupp Elevator
Yes
Scope of Work
Service Visits
TK Elevator will visit the Units described above to examine, maintain, adjust and lubricate the equipment covered by
this Agreement as necessary to promote the proper operation of those Units and will repair or replace any covered
components if the repair or replacement is, in TK Elevator's sole opinion, necessitated by normal wear and tear or is
not otherwise excluded by this Agreement (“Service Visits”). These Service Visits will be performed Monday to Friday,
8:00 AM to 4:30 PM except during scheduled holidays (“Regular Time”). All work performed before or after Regular
Time shall be considered overtime ("Overtime").
TK Elevator will examine covered parts and components of the Unit(s) including:
•Control and landing positioning systems
•Signal flxtures
•Machines, Drives, Power units, pumps, valves, and above-ground jacks
•Car and hoistway door operating devices and door protection equipment
•Loadweighers
•Safety mechanisms
In order to ensure optimum operation, TK Elevator will also:
•Lubricate covered parts and components for smooth and eiffcient performance
•Adjust covered parts and components to promote safe operation
Service Visits Include TK Elevator's Maintenance Control Program
TK Elevator performs all work covered by this Agreement in accordance with the version of ASME A17.1 that is,
according to the relevant authority having jurisdiction, applicable to the Unit(s) at the time the Agreement is flrst fully
executed by both Parties. Section 8.6 of that code currently requires Unit owners to have a Maintenance Control
Program (“MCP”). TK Elevator’s MCP meets or exceeds section 8.6 of that code. Our MCP incorporates TK Elevator’s
Basic Elevator and Escalator Procedures Manual listing the processes we follow when performing those maintenance,
repair, replacement and testing services that are speciflcally described as included in this Agreement. Our MCP also
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includes TK Elevator’s Maintenance Tasks & Records documentation to record the performance of those tasks. This
Agreement does not include any work mandated as a consequence of changes to that code after this Agreement is
executed.
Service Requests
This Agreement also includes the dispatch of our technician to address minor adjustments to, and the release of any
entrapped passengers from, a Unit during Regular Time (“Service Requests”). Service Requests may be made from
one or more of the following: you or your representative, the building or building's representative, emergency
personnel, and/or passengers through the Unit’s communication device and/or from any applicable remote monitoring
device attached to the Unit if monitored by TK Elevator.
We will respond to Service Requests during Regular Time, as deflned above, at no additional charge.
Overtime Service Requests are those Service Requests performed in whole or in part before or after Regular Time
(“Overtime Service Requests”). On all Overtime Service Requests, you will be responsible for all labor costs including
travel time, travel expenses, and time spent on the job. Such costs will be invoiced at our standard Overtime billing
rates.
Testing
Equipment Testing
This agreement includes only the following tests:
- those annual safety tests for your hydraulic Units covered by this Agreement
Should your Unit(s) require any additional type of equipment testing as required by any applicable law and/or code, we
will provide you with a separate written estimate that includes the cost of any associated labor and/or material(s).
Should your Unit(s) require any safety tests as mandated by any applicable law and/or code on the commencement
date of this Agreement, TK Elevator assumes no responsibility for the day-to-day operation of the governor or safeties
on applicable traction elevators, or the hydraulic system on applicable hydraulic elevators under the terms of this
Agreement until the test has been completed and the Unit has passed. Should the respective Unit fail any of those
tests, it shall be solely your responsibility to make necessary repairs and place the Units in a condition that we deem
acceptable for further coverage under the terms of this Agreement. Because the performance of any safety test
places the Unit under extreme conditions that are outside of the Unit’s normal operating parameters, you agree that
TK Elevator shall not be liable for any damage to the building structure or the Unit(s) resulting from the performance
of any safety tests we perform at any time under this Agreement.
Should your jurisdiction require the presence of either the applicable authority having jurisdiction or a third party
witness at the time of testing, you agree to pay for any costs of that individual along with any inspection/coordination
fees.
Fireflghters' Service Testing
Should your Unit(s) be equipped with a phase I and phase II flreflghters' service feature, all testing, record-keeping and
record storage obligations associated with that feature that are required by any applicable law or code are expressly
excluded from this Agreement and shall remain solely your responsibility to satisfy. The flrst time that your testing of
that feature following the full execution of this Agreement reveals that it is not operating properly, you shall
immediately remove the Unit from operation, immediately notify TK Elevator of the condition, and agree to remain
responsible for all costs associated with any repairs necessary to return that feature to full and proper operation in
accordance with any applicable law or code.
Exclusions
Service Visits, Service Requests, and Overtime Service Requests do not include: the removal or retrieval of items
unrelated to the operation of the Unit(s) from the pit, machine room, or hoistway; the dispatching of any technician
that results in the discovery by that technician that the Unit is either functioning on independent service or
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flreflghters’ service or that the Unit is operating properly but the stop button or stop function has been engaged by
others; any request or obligation to address any condition associated with a part or component speciflcally excluded
or not covered elsewhere in this Agreement; and/or any request or obligation to service, repair, replace any
components or address any condition caused in whole or in part by any one or more of the following: anyone's abuse,
misuse and/or vandalism of the equipment; anyone's negligence in connection with the use or operation of the
equipment; dust or debris; any loss of power, power fiuctuations, power failure, or power surges that in any way affect
the operation of the equipment; oxidization, rust, or other conditions caused in whole or in part by the environment in
which the affected component is located; flre, smoke, explosions, water, storms, wind, and/or lightning; any acts of
God; acts of civil or military authorities, strikes, lockouts, other labor disputes, riot, civil commotion, war, malicious
mischief, or theft; or any other reason or cause beyond our control that affects the use or operation of the Unit
(“Billable Work”). On all Billable Work you will be solely responsible for the cost of all parts or materials along with all
labor invoiced at TK Elevator’s standard billing rates (whether Regular Time or Overtime depending on when the
Billable Work is performed) including travel time (calculated roundtrip from the dispatching location to the Unit
location and return), travel expenses, and time spent on the job.
In addition to the Billable Work described above, we also do not cover (A) the examination, maintenance, adjustment,
reflnishing, repair or replacement of the following components and/or systems: any cosmetic, construction, or
ancillary components of the elevator or escalator system, including the cab enclosure, ceiling frames, panels, and/or
flxtures, hoistway door panels, door frames, swing door hinges and closing devices, sills, car fiooring, fioor covering,
lighting flxtures, ceiling light bulbs and tubes, balustrades, and wellway enclosures; any electrical components
including main line power switches, breaker(s) or feeders to controller; sealed machine bearings; any below-ground or
partially unexposed components of any hydraulic elevator system including, but not limited to, jack/cylinder, piston,
PVC and/or other protective material of any type or kind; any below-ground or partially unexposed piping of any type
or kind; any signage of any type or kind including but not limited to, signs, placards, and/or braille; any flre-
suppression or flre-detection equipment of any type or kind including, but not limited to, smoke detectors, flre
sensors, and/or sprinklers and associated piping; any communication, security, entertainment, and/or advertising
devices including, but not limited to, kiosks or touchscreen displays and/or card readers; any batteries for emergency
lighting and emergency lowering; or any environmental control devices including, but not limited to, air conditioners,
heaters, ventilation fans, humidiflers, de-humidiflers, and/or pit or sump pumps; or (B) the repair, refurbishing,
rebuilding, and/or replacement of any motor generators; or (C) the replacement or alignment of elevator guide rails; or
(D) any other items or tasks speciflcally excluded elsewhere in this Agreement.
With the passage of time, equipment technology and designs will change. If (1) any part or component of your
equipment covered under this Agreement cannot, in TK Elevator's sole opinion, be safely repaired and (2) a brand new
direct replacement is no longer in stock and readily available from the Original Equipment Manufacturer (“OEM”), that
part or component shall be considered obsolete, regardless of whether it can be custom-made, fabricated or acquired
at any price or whether or not a refurbished or reconditioned version is available from anyone. You will be responsible
for all charges associated with replacing that obsolete part or component as well as all charges required to ensure that
the remainder of the equipment associated with that Unit is functionally compatible with that replacement part or
component
In addition, we will not be required to make any changes or recommendations in the existing design or function of the
Unit(s) nor will we be obligated to install new attachments or parts upon the equipment as recommended or directed
by insurance companies, governmental agencies or authorities, or any other third party.
Digital Customer Experience
MAX - Digital Maintenance
MAX is a cloud-based Internet of Things (“IOT”) platform that we, at our election, may connect to your Unit(s) by
installing a remote-monitoring device (a “Device”). Purchaser consents and authorizes TK Elevator to (1) access
Purchaser’s premises to install a Device to the Unit(s) and thereafter maintain and/or repair the Device(s) and (2) to
collect, store, maintain, own, use, delete, and/or destroy any or all of the data generated by the Device(s). Any Device,
once installed, is not intended, nor should it be considered, as a flxture. Instead, TK Elevator shall retain the right to
remove the Device from any Unit(s) and/or cease any data collection and/or analysis at any time at its sole discretion.
Moreover, TK Elevator shall retain the exclusive right and ability to, at its sole discretion, remove, delete and/or destroy
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all associated data generated from the Device(s). Because the Device contains trade secrets belonging to TK Elevator
and is being installed for the sole use and beneflt of our personnel, Purchaser agrees not to permit Purchaser’s own
personnel or any third parties to use, access, tamper with, relocate, copy, alter, destroy, disassemble or reverse
engineer the Device or its data. The installation of any Device on a Unit shall not confer any rights or operate as an
assignment or license to you of any patents, copyrights or trade secrets with respect to the Device and/or any
software contained or embedded therein or that it utilizes/utilized in connection with the collection, monitoring and/or
analysis of data.
With a MAX device connected to your equipment, at no additional charge, information obtained via machine learning
may be sent to our technicians to promote early diagnosis, faster flxes and reduced downtime.
TK Elevator offers an additional menu of services available as outlined in the attached MAX Exhibit for your
consideration and acceptance at an additional fee. The services you select will be governed by the terms and
conditions of this Agreement to the extent that they do not confiict with the terms and conditions of the MAX Exhibit.
In the event of a confiict, the terms and conditions of the MAX Exhibit will exclusively govern the subject matter of
those terms and conditions.
Customer Web Portal and Mobile App
TK Elevator provides a web-based customer portal (the “CP”) and mobile application (the “App”) which, following the
effective date of this Agreement, may contain certain maintenance and service call data associated with the Unit(s).
To the extent applicable, TK Elevator will provide Purchaser with a user name and password to access the CP and App
platforms. Purchaser shall, at its sole cost, provide and ensure the functioning integrity of its own hardware, software
and internet connection necessary to access the CP and App. To the extent applicable, TK Elevator reserves the right
to restrict Purchaser’s access to the CP and App if any of Purchaser's accounts with TK Elevator has an outstanding
unpaid balance greater than 30 days or in the event of anticipated or pending litigation of any kind. TK Elevator
reserves the right to discontinue the CP and App altogether at its sole discretion and without notice to Purchaser and
Purchaser expressly agrees to release TK Elevator from any and all claims of any type or kind arising out of or related
to that discontinuation.
TK Elevator Communications
You may supplement this Agreement with an additional suite of services through our TK Elevator Communications call
center at an additional fee contingent upon your agreement to all of the terms and conditions as set forth in the
attached exhibit entitled "TK Elevator Communications Services.” These additional available services involve the
provision of 24/7/365 monitoring of your Units’ code-compliant and compatible emergency telephone and in-cab
video and text communication equipment (the “Communication Equipment”), the dispatch of a TK Elevator technician
or emergency personnel under certain circumstances, the provision of a cellular connection for that Communication
Equipment, and limited repair/replacement coverage for that Communication Equipment which is otherwise excluded
from this Agreement.
Contract Term, Price, Available Discounts & Payment
Term
This Agreement is effective for 36 months starting February 01, 2022 and is non-cancellable. To ensure continuous
service, this Agreement will be automatically renewed for successive 36-month periods unless either Party timely
serves written notice on the other Party of its intention to cancel at least 90-Days but not more than 120 days before
the end of the initial 36-month period or at least 90-Days before the end of any subsequent 36-month renewal
period. Notice shall be sent by certifled mail, return receipt requested to the TK Elevator oiffce address found in this
Agreement. Time is of the essence.
Price
The price for the services as stated in this Agreement shall be $175.00 per month, inclusive of all applicable sales and
use taxes, payable quarterly in advance. The billed amount may vary based on discounts as accepted by Purchaser's
initials below and adjustments referenced in this Agreement that are applied throughout the life of the Agreement.
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Available Discounts
Payment Plan
Contract Term
Billing
Frequency
Discount
%
Monthly
Discount $
Initial to Select
Extended Term
(Years)
Discount %
Monthly
Discount $
Initial to Select
Annual
4%
$7
Seven (7)
2%
$3.5
Semi Annual
2%
$3.5
Ten (10)
4%
$7
Quarterly
No Change
$0
Current Selection
Fifteen (15)
8%
$14
We have included the following Digital Service Package notated below for the selected units below for an additional
price of $35.00 per month which will be billed to you separately from the price of the Agreement and will be noted as a
“MAX Charge” on the invoice. The cost of the selected Digital Service Package is not subject to any discounts. See
the MAX Exhibit for details or to change this selection.
We reserve the right to increase all charges under this Agreement not to exceed a total of flve percent (5%) annually.
Payment
Payments are due upon receipt of each of your TK Elevator invoices. If you do not timely pay any sum due to
TK Elevator related to your Units described in this Agreement, regardless of whether it is billed pursuant to this
Agreement or any other agreement with us, within the stipulated payment term calculated from the billing date, we
may also choose to do one or more of the following:
•deem that you have permanently forfeited any discounts you may be entitled to associated with your payment
plan/billing frequency for this Agreement, and/or
•suspend all services until all amounts due have been paid in full, and/or
•declare all sums for the unexpired term of this Agreement due immediately as liquidated damages and terminate
our obligations under this Agreement
A service charge of the highest rate allowed by law shall apply to all overdue accounts you have with TK Elevator that
are in any way related to any of the Unit(s) described in this Agreement. If TK Elevator elects to suspend service, we
shall not be responsible for personal injury, death, damage to property (including damage to the Units) or losses of any
other type or kind that is in any way related to TK Elevator's suspension of service. Upon resumption of service, you
will be responsible for payment to TK Elevator for all costs we incur that result from our suspension of service and to
remedy any damage caused to your equipment during that time. Time is of the essence.
TK Elevator reserves the right to assign payments owed to TK Elevator under this Agreement. If for any reason
this Agreement is terminated prior to the end of the current term, a condition of such termination shall be that you
agree to pay us the full amount of the any discount you received during the initial and any subsequent term. This is in
addition to and not in lieu of any other rights or remedies we may have under this Agreement and the law.
Purchaser's Responsibilities
You agree to instruct or warn passengers in the proper use of the Unit(s) and to keep them under continued
surveillance by competent personnel to detect irregularities between our examinations. You agree to immediately
report any condition that may indicate the need for correction before the next regular examination. You agree to
immediately shut down the Unit(s) upon manifestation of any irregularities in either the operation or the appearance of
the Unit(s), to immediately notify us, and to keep the Unit(s) shut down until the completion of any repairs. Under
those circumstances you agree not to re-set the mainline disconnect. In the event of a Service Request where our
technician flnds that the mainline disconnect has been reset, you agree that you will be responsible for all labor costs
associated with that Service Request invoiced at TK Elevator’s standard billing rates (whether Regular Time or
Overtime depending on when we respond to that Service Request) including travel time (calculated roundtrip from the
dispatching location to the Unit location and return), travel expenses, and time spent on the job. You agree to give us
immediate verbal notice and written notice within ten (10) days after any occurrence or accident in or about the
Unit(s). You agree to provide our personnel with a safe place to work. You agree to provide a suitable machine room,
including secured doors, waterprooflng, lighting, ventilation, and appropriate air temperature control to maintain that
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room at a temperature between 50°F and 90°F. You agree to provide properly maintained and functioning mainline
disconnect(s). You agree to maintain the elevator pit in a dry condition at all times. Should water or other liquids
become present, you are responsible for the cost associated with the removal and the proper handling of such liquids.
You agree that if TK Elevator's inspection of a Unit serviced under this Agreement reveals an operational problem
which, in TK Elevator's sole judgment, jeopardizes the safety of the riding public, TK Elevator may shut down the Unit
until such time as the operational problem is resolved. In that event, TK Elevator will immediately advise you in writing
of such action, the reason for such action, and whether any proposed solution is covered by the terms of this
Agreement.
TK Elevator assumes no responsibility for any part of the Unit(s) except that upon which work has been performed
under this Agreement. No work, service, examination or liability on the part of TK Elevator other than that speciflcally
mentioned herein is included or intended. It is agreed that TK Elevator does not assume possession or control of any
part of the Unit(s) and that such remains Purchaser’s exclusively as owner, lessor, lessee, possessor, or manager
thereof.
We reserve the right to discontinue work in the building whenever, in our sole opinion, our personnel do not have a safe
place to work. For safety reasons, you agree not to permit others to make alterations, additions, adjustments, or
repairs or replace any component or part of the Unit(s) during the term of this Agreement. You agree to accept our
judgment as to the means and methods employed by us for any corrective work under this Agreement.
Upon the commencement of this Agreement and as a condition of TK Elevator’s performance of its obligations,
Purchaser shall provide any wiring diagrams, manuals, special tools, monitoring devices, software, hardware or any
other items designed to work with, diagnose, service, or repair the Unit(s) (1) as originally supplied by the OEM with
the installation or (2) solely available to Purchaser from the OEM.
Some equipment covered by this Agreement may be encoded with serialized onboard diagnostics or other closely held
diagnostic intelligence. In the event that the cause of a shutdown or other equipment issue cannot be diagnosed
and/or resolved without enlisting the OEM's assistance, Purchaser agrees to obtain the assistance of the OEM and
TK Elevator agrees to reimburse you for that expense, provided that it does not exceed the total monthly service fee
divided by the number of Units covered under this Agreement. Any fees in excess of that flgure shall be exclusively
the Purchaser's responsibility.
Since TK Elevator's top priority is the satisfaction of its customers, if you should have any concern(s) with our
performance or the means and methods used to meet our obligations under this Agreement, you agree to provide us
with written notice of that concern and give us thirty (30) days to respond either in writing or commence action to
appropriately resolve it.
In the event of the sale, lease or other transfer of the ownership of the premises in which the Unit(s) described herein
are located, you agree to see that such transferee is made aware of this Agreement and agrees to assume and/or be
bound by the conditions hereof for the balance of the unexpired term of this Agreement. Should the transferee fail to
assume this Agreement, you shall remain liable for all unpaid amounts, including those owed for the balance of the
current unexpired term of this Agreement.
Unless this Agreement expressly includes, or is later amended to include, TK Elevator Communications Phone
Monitoring Service or Multimedia Monitoring Service as described in the exhibit hereto, this Agreement expressly
excludes any materials, labor and/or services involving or related to either the monitoring of or provision of a response
to any communications initiated from any Communication Equipment installed within the Unit(s) and Purchaser
remains solely responsible for contracting with a separate vendor to monitor and respond to such communications in
accordance with all applicable codes, statutes and/or laws.
You expressly agree to release and discharge us and our employees for any and all claims and/or losses of any type or
kind (including but not limited to personal injury, death and property damage, speciflcally including damage to the
property which is the subject matter of this Agreement) (1) associated with any components excluded in this
Agreement or (2) associated with any Billable Work or (3) caused in whole or in part by reason(s) outside of our
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control. TK Elevator shall also automatically receive an extension of time commensurate with any delay in
performance caused by or related to the aforementioned.
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, TK ELEVATOR EXPRESSLY DISCLAIMS ALL
WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE WITH RESPECT TO ANY OR ALL OF
THE PARTS, PLATFORMS (INCLUDING BUT NOT LIMITED TO CP, APP AND MAX) AND/OR SERVICES
CONTEMPLATED BY THIS AGREEMENT INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT, AND WARRANTIES THAT MAY ARISE
OUT OF COURSE OF DEALING, COURSE OF PERFORMANCE, USAGE OR TRADE PRACTICE. WITHOUT
LIMITATION TO THE FOREGOING, TK ELEVATOR PROVIDES NO WARRANTY OR UNDERTAKING, AND MAKES NO
REPRESENTATION OF ANY KIND THAT THE PARTS, PLATFORMS AND/OR SERVICES CONTEMPLATED BY THIS
AGREEMENT WILL BE ACCESSIBLE TO CUSTOMER, ACHIEVES ANY INTENDED RESULTS, MEETS CUSTOMER’S
REQUIREMENTS, OPERATES WITHOUT INTERRUPTION, MEETS ANY PERFORMANCE OR RELIABILITY
STANDARDS OR BE ERROR FREE OR THAT ANY ERRORS OR DEFECTS CAN OR WILL BE CORRECTED. TO THE
FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL TK ELEVATOR OR ITS AFFILIATES, BE
LIABLE TO THE CUSTOMER OR ANY THIRD PARTY FOR ANY USE, INTERRUPTION, DELAY OR INABILITY TO USE
THE UNIT(S), PARTS, PLATFORMS AND/OR SERVICES OR FOR THE ACT OF ANY THIRD PARTY RELATED
THERETO, INCLUDING BUT NOT LIMITED TO THE INCORPORTATION OF A VIRUS, SPYWARE OR ANY OTHER
MALICIOUS PROGRAM INTO THE PURCHASER’S SOFTWARE OR HARDWARE OR PLATFORM.
In consideration of TK Elevator performing the services herein specifled, you expressly agree, to the fullest extent
permitted by law, to indemnify, defend, save harmless, discharge, release and forever acquit TK Elevator Corporation,
our employees, oiffcers, agents, aiffliates, and subsidiaries from and against any and all claims, demands, suits, and
proceedings brought against TK Elevator, our employees, oiffcers, agents, aiffliates and subsidiaries for loss, property
damage (including damage to the Unit(s) which are the subject matter of this Agreement), personal injury or death
that are alleged to have been caused by the Purchaser or any others in connection with the presence, use, misuse,
maintenance, installation, removal, manufacture, design, operation or condition of the Unit(s) covered by this
Agreement, or the associated areas surrounding such equipment. Your duty to indemnify does not apply to the extent
that the loss, property damage (including damage to the equipment which is the subject matter of this Agreement),
personal injury or death is determined to be caused by or resulting from the negligence of TK Elevator and/or our
employees. You recognize that your duty to defend TK Elevator under this clause is broader than your duty to
indemnify and includes payment of all attorney's fees, court costs, judgments, settlements, interest and any other
expenses of litigation arising out of such claims or lawsuits.
You expressly agree to name TK Elevator Corporation along with its oiffcers, agents, aiffliates and subsidiaries as
additional insureds in your liability and any excess (umbrella) liability insurance policy(ies). Such insurance must insure
TK Elevator Corporation, along with its oiffcers, agents, aiffliates and subsidiaries for those claims and/or losses
referenced in the above paragraph, and for claims and/or or losses arising from the sole negligence or responsibility of
TK Elevator Corporation and/or its oiffcers, agents, aiffliates and subsidiaries. Such insurance must specify that its
coverage is primary and non-contributory. You hereby waive the right of subrogation.
In no event shall TK Elevator's liability for damages arising out of this Agreement exceed the remaining unpaid
installments of the current, unexpired term of this Agreement.
You expressly agree to release and discharge TK Elevator from any and all claims for consequential, special or indirect
damages arising out of the performance of this Agreement.
In the event an attorney is retained to enforce, construe or defend any of the terms and conditions of this Agreement
or to collect any monies due hereunder the prevailing Party shall be entitled to recover all costs and reasonable
attorney's fees.
You hereby waive trial by jury. You agree that this Agreement shall be construed and enforced in accordance with the
laws of the state where the Unit(s) is/are located. You consent to jurisdiction of the courts, both state and Federal, of
the state in which the Unit(s) is/are located as to all matters and disputes arising out of this Agreement.
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In the event any portion of this Agreement is deemed invalid or unenforceable by a court of law, public policy or
statute, such flnding shall not affect the validity or enforceability of any other portion of this Agreement.
Our rights under this Agreement shall be cumulative and our failure to exercise any rights given hereunder shall not
operate to forfeit or waive any of said rights and any extension, indulgence or change by us in the method, mode or
manner of payment or any of its other rights shall not be construed as a waiver of any of its rights under this
Agreement.
In the event that Purchaser and TK Elevator are parties to an existing elevator maintenance agreement at the time this
proposed agreement is submitted for consideration, the existing agreement will remain in full force and effect until
such time as this proposed agreement is accepted and fully executed in writing by both Parties. Upon full acceptance
by both Parties, this proposed Agreement shall supersede all prior agreements.
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Acceptance
Until executed by both Parties this Agreement is a proposal that shall only remain available for
acceptance for a period of sixty (60) calendar days from the date appearing on the flrst page of this
document unless revoked by TK Elevator earlier in writing to Purchaser. Your acceptance of this
Agreement and its approval by an authorized manager of TK Elevator will constitute exclusively and
entirely the agreement for the services herein described. All other prior representations or agreements,
whether written or verbal, will be deemed to be merged herein and no other changes in or additions to
this Agreement will be recognized unless made in writing and properly executed by both Parties.
Should your acceptance be in the form of a purchase order or other similar document, the provisions
of this Agreement will exclusively govern the Parties’ responsibilities. No agent or employee of
TK Elevator shall have the authority to waive or modify any of the terms of this Agreement without the
express prior written approval of an authorized TK Elevator manager.
Yorkville Public Library
(Purchaser):
TK Elevator Corporation Management Approval
By: \s1
By:
(Signature of Authorized Individual)
(Print or Type Name)
(Print or Type Title)
(Signature of Branch Representative)
Ryan Tanzer
Sales Manager
(Date of Acceptance)
(Date of Execution)
For inquiries regarding your contract or services provided by TK Elevator, please contact your local
branch oiffce:
3600 Lacey Rd Ste 100
Downers Grove, IL 60515
630-652-4000
Thank you for choosing TK Elevator. We appreciate your business.
Jessica Maksimovic
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Exhibit A
MAX
MAX is TK Elevator’s smart, machine learning Internet of Things (“IoT”) solution that has the ability to increase
elevator availability and reduce out-of-service situations through real-time diagnostics. Connected 24/7/365, machine
data covering topics such as door movements, trips, power-ups, car calls, and error codes is collected from MAX-
connected elevators worldwide and is sent to the cloud. From there, depending on the menu of services you select
below (a “Digital Service Package”), unique algorithms that are capable of analyzing that data and recognizing
patterns to assist in computing the equipment’s operation and providing precise and predictive diagnostics can be
delivered to the technician in near real time, indicating where intervention is needed. The Digital Service Package you
select will be governed by both the terms and conditions of the Agreement covering the Units described below and
this MAX Exhibit and in the event that those terms confiict, the terms and conditions of this MAX Exhibit will
exclusively govern the subject matter of those terms and conditions.
With MAX, we are able to offer the following Digital Service Packages with value-added features (“features”) to your
Agreement:
The (CHECK MARKS) below indicate which features are available in each of the individual Digital Service Packages.
MAX Plus
MAX Pro
MAX Premium
IoT Connected with MAX Virtual Coach
MAX device connected to Tk Elevator's IoT-based cloud
enabling near real-time status and communication.
Information obtained via machine learning is sent to our
technician's mobile device with the service request to
promote early diagnosis, faster flxes and reduced
downtime.
Email Notifications
Stay informed of recent services provided via entries
generated by our technicians available for your review in
our customer web-based portal.
Web Portal & Mobile App
Secure access to your account including basic unit
information and historical service information via web
and native Android & iOS Apps.
MAX Traffic Statistics
Make smarter, data-driven decisions about your building
by analyzing how elevator traiffc changes over time in
our customer web-based portal
Real-Time Status and Failure Alerts
Near real-time push notiflcations available via a mobile
App or e-mail when a MAX-enabled unit shuts down and
is returned to service.
Auto Response / Dispatching
As soon as our MAX technology verifles a failure we will
immediately respond during Regular Time or seek your
authorization to respond during Overtime to get your
equipment back up and running.
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MAX Plus
MAX Pro
MAX Premium
No Charge Running on Arrival ("ROA") Guarantee
Since we are monitoring your elevator's operation, we
will not bill you if our technician is dispatched on regular
time and flnds the unit ROA or is on independent service,
flreflghters' service, or is the subject of an engaged stop
button/feature.
Social Distancing Service
When changes are made to the Controller Software or
Destination Dispatching program to promote social
distancing, our MAX Premium Team will monitor the
traiffc patterns in the building for increased demand and
communicate this information back to you.
MAX Team Monitoring
The MAX Premium team of experts will perform a
regular review of the traiffc and service history,
predictive analytics and other relevant data and insights
to promote optimum uptime and recommendations to
keep your building moving most eiffciently.
Predictive Intervention
If during its review of traiffc and service history,
predictive analytics and other relevant data our MAX
Premium team of experts recognizes what it believes to
be a certain upcoming failure on a unit we will pre-
emptively dispatch a technician to investigate and
address the issue. These preventative actions taken
before your elevator fails will increase your equipment’s
uptime and reduce inconvenience.
Subscription Price per unit per month
$10
$35
$95
Price, Term and Your Digital Service Package
We have included the following Digital Service Package notated below for the selected units below for an additional
price of $35 per month which will be billed to you separately from the price of the Agreement (the “MAX Charge”).
The cost of your selected Digital Service Package is not subject to any discounts. Due to the changing nature of
technology, TK Elevator reserves the right to increase the MAX Charge not to exceed a total of flve percent (5%)
annually. In addition to the monthly amount, the Digital Service Package selected below also requires a one-time
activation and setup fee of $249.00 per building.
The Digital Service Package noted below will be provided to you on a month-to-month basis and may be substituted
for another package or cancelled at any time with thirty (30) days prior written notice by either Party to the other.
Building Name
Equipment Type
Nickname
Stops
MAX Plus
MAX Pro
MAX
Premium
Yorkville Public Library
Hydraulic
1
2
Current Selection
Unless otherwise provided for in the Agreement, any Service Requests, repairs, or maintenance initiated by the Digital
Service Package shall be performed during Regular Time.
As technology changes or enhancements to our Digital Service Packages become available, TK Elevator may, in its
sole discretion, change any aspect of any feature on thirty (30) days written notice to Purchaser. Such changes can
include, but would not be limited to, modifying, adding or eliminating content, access to information and/or reports,
application support, operating system support and other aspects that TK Elevator may deem appropriate in its sole
opinion.
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Exhibit B
TK Elevator Communications
TK Elevator offers an additional suite of services through our TK Elevator Communications call center separate and
apart from those services included with your Agreement. We have notated below each additional TK Elevator
Communications Service that you have selected for each of the Units covered under your Agreement and the
corresponding total price of those services per Unit.
Building Name
Equipment Type
Nickname
Phone
Monitoring
Elevator
Telephone
#
Yorkville Public Library
Hydraulic
1
CurrentSelection
A description of each available TK Elevator Communications service and the additional applicable terms and
conditions follow.
Phone Monitoring Service
If “Phone Monitoring” is selected for speciflc Units in the chart above then we will provide 7 days per week, 24 hours
per day, 365 days per year dispatching service, through its centralized TK Elevator Communications call center, for
those specifled units. The dispatching service will be provided for calls placed by Purchaser outside of Regular Time
to the local TK Elevator branch oiffce. We will also include telephone monitoring on all Units maintained under this
Agreement that have operational telephone equipment capable of placing a call to that call center. Depending on the
nature of the call and circumstances, TK Elevator's operators can call one or more of the following: Purchaser's
Designated Contacts set forth below; Local Emergency Services at phone numbers provided by Purchaser below;
and/or a local TK Elevator service technician to be dispatched to the location of the equipment. Calls cannot be placed
to “9-1-1” as the centralized TK Elevator Communications call center does not have dialing access to local “9-1-1”
numbers.
This Phone Monitoring Service speciflcally excludes any maintenance, repair or replacement of any type or kind of the
Purchaser's telephone or other communication equipment. The Purchaser retains exclusive possession and control of
its telephone and other communication equipment and is solely responsible for ensuring uninterrupted operation of
that equipment so that it is continuously capable of placing a call to TK Elevator Communication's call center.
Terms and Conditions
Any of the services mentioned in this Exhibit shall be governed by both the terms and conditions of the Agreement
covering the Unit(s) described in that Agreement and the terms and conditions of this Exhibit and in the event that
those terms confiict, the terms and conditions of this Exhibit will exclusively govern the subject matter of those terms
and conditions. Should the Agreement covering the Unit(s) be terminated for any reason by either Party then this
Exhibit shall also be automatically terminated. In the event that this Exhibit is terminated for whatever reason,
Purchaser agrees to immediately both transfer the connection of the communication equipment to an appropriate
telephone service provider and also make arrangements with its replacement elevator service vendor to reprogram the
communication equipment to initiate contact with a replacement call center.
Price and Term
In light of the modiflcations to Agreement set forth above, you agree to an additional price of $0 per month which will
be billed to you separately from the price of the Agreement (the “TK Elevator Communications Services Charge”). The
cost of your selected TK Elevator Communications Services is not subject to any discounts. Due to the changing
nature of technology, TK Elevator reserves the right to annually increase the TK Elevator Communications Services
Charge with such an annual increase not to exceed a total of flve percent (5%) of the prior year’s
TK Elevator Communications Services Charge.
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TK Elevator Communications Contact Information - To Be Completed by Purchaser
Purchaser hereby acknowledges that as a condition precedent to TK Elevator's placement of calls to Purchaser's
Designated Contacts and any Local Emergency Services under this Agreement, Purchaser must flrst complete all
sections of the TK Elevator communications Contact Information section below. Purchaser further acknowledges that
it is Purchaser's sole responsibility to advise TK Elevator immediately in writing of any changes to the information
contained in this exhibit during the term of this Agreement. Purchaser acknowledges that no revision to that
information will be made without TK Elevator flrst receiving such request in writing from Purchaser's authorized
representative.
Under those circumstances where TK Elevator is unable to reach Purchaser's Designated Contacts, Purchaser hereby
gives TK Elevator express permission to dispatch a TK Elevator service technician to the location of the equipment at
Purchaser's expense in accordance with TK Elevator's applicable billing rates. Purchaser further agrees that
TK Elevator does not assume any duty or responsibility to advise any caller, regardless of his or her location within or
outside the elevator, to take or not take any speciflc action resulting from a medical or other emergency or any other
situation including, but not limited to, entrapment of persons, evacuation, repair or return to service of any equipment.
In the event of an emergency, or perceived emergency, one or more of the following are to be Purchaser's Designated
Contacts:
Contact Name
Title
Primary Telephone #
Secondary Telephone #
In the event of an Emergency or perceived emergency, TK Elevator has the express permission to contact one or more
of the following (911 is not sufficient, local phone numbers are required):
Police Department: (___________) __________-__________
Fire Department: (___________) __________-__________
Special instructions/remarks:
____________________________________________________________________________________
In the event that a TK Elevator call center operator perceives that a call from within the elevator constitutes a medical
or other emergency, Purchaser hereby gives TK Elevator the express permission to call Local Emergency Services at
the telephone numbers provided above at TK Elevator's sole discretion. Under those circumstances, Purchaser agrees
to pay all related charges for services provided by any Local Emergency Services in response to that call. Purchaser
agrees that TK Elevator shall not be responsible for ensuring an appropriate (or any) response by Local Emergency
Services to that call.
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Customer Portal & Mobile App setup form
Name:
Address:
(if different from contract)
City:
State:
Zip Code:
Phone:
Email:
Subscribe to email
notiflcations:
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