Library Board Packet 2023 12-11-23Agenda
Yorkville Public Library
Board of Trustees Meeting
December 11, 2023, 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. Approval of 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
14. Unfinished Business: HVAC update
Strategic Planning Discussion/Action
15. New Business: Review Serving Our Public 4.0 Standards for Illinois Public
Libraries (Chapters 7-13) for annual Per Capita Grant
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. New Business (continued)
18. Adjournment
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DRAFT
Yorkville Public Library
Board of Trustees
Monday, November 13, 2023 7:00pm
902 Game Farm Road – Michelle Pfister Meeting Room
The Board of Trustees meeting was called to order at 7:00pm by President Theron Garcia, roll was called and a
quorum was established.
Roll Call:
Jason Hedman-yes, Keri Pesola-yes, Jackie Milschewski-yes, Ryan Forristall-yes, Theron Garcia-yes, Rosie
Millen-yes, Tara Schumacher-yes
Absent: Bret Reifsteck
Staff Present:
Library Director Shelley Augustine
Others Present:
Kathi Murphy-Friends of the Library, Alderman Craig Soling (arr. 7:11pm), Mike Krempski, Molly Krempski,
Alayne Hopkins-Library Strategies, Cindy Fesemyer- Library Strategies, Richmond Kinney- Library Strategies,
Donald Duffy-Team Eagle Packaging Systems, Jenny McCann, Kelsey (no last name given) via Zoom
Recognition of Visitors:
President Garcia recognized staff and guests.
Amendments to the Agenda: None
Presentations:
Library Strategies representatives were present via Zoom, to present their proposal for a Strategic Plan. They
are based in St. Paul, Minnesota and each of the reps explained their qualifications and roles for Library
Strategies. Ms. Fesemyer would be the lead consultant and would collect all data and all other components for
the project. They explained the types of data that would be collected and how it would be gathered. Their plan
would also include a SOAR session, one-on-one interviews, surveys and a steering committee established by the
library. They explained the options available and said the process would take about 5-6 months.
Approval of Minutes: October 9, 2023
Ms. Garcia moved and Ms. Milschewski seconded to approve the minutes as presented. Roll call: Pesola-yes,
Milschewski-yes, Forristall-yes, Garcia-yes, Millen-yes, Schumacher-yes, Hedman-yes Carried 7-0.
Correspondence: None
Public Comment:
Mike Krempski: He recited the Pledge of Allegiance with emphasis on “republic”. He said republic is a form
of government where the power resides in the people and elected representation and that individuals have a say.
He said this guarantees our democracy. The U.S. shall guarantee a republican form of government and protect
each state. He quoted Thomas Jefferson about republican type of government. He said a constitutional
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republic is the greatest government formed by man, which can deteriorate without care. On a side note, he said
that all other board meetings he has attended in other towns always start the meeting with the Pledge of
Allegiance or a prayer and that this Board does neither.
Molly Krempski: She said upholding the Illinois state standards for public libraries is being discussed tonight
and it grants material selection power to an un-elected, non-governmental, Marxist association like ALA. She
said it is an abuse of the power granted to the Board by the people and violation of the U.S. Constitution. She
said ALA is pushing licentious material on minors and that the Board is selling out “our childrens' future for a
state grant”. She said the Board was never granted the authority to do this and that is unethical and illegal. Her
point was to make sure each Board member is well-informed about this path. She read a statement of a
“prophetic warning”.
Jenny McCann: She thanked the staff and library Board for their work and for supporting everyone who is
attending regardless of their background or beliefs. She said many appreciate all that they do.
Alderman Craig Soling: Mr. Soling said no Library liaison was appointed, but he would be attending Library
meetings when he can.
Dan Duffy: He said he has served on many Boards and thanked all Trustees and staff and knows how much
work is involved with a Strategic Plan. He doubts that Board members are being paid. He has attended a couple
School Board meetings and was flabbergasted that a book was banned in the high school. He said that after
hearing some of the comments at the meeting tonight, he hopes that some people can see beyond the narrow
scope. He hopes the Board can keep from being swayed by a vocal minority that suggests we narrow down and
stop the learning that goes on. He has copies of Just Mercy, the book that was banned by the School Board, and
offered them to the Library Board. He said it is an excellent piece of literature.
Friends of the Library Report:
President of the Friends Kathi Murphy said they are beginning their fiscal year and have 51 memberships, 24
being family memberships. The mini-golf preparations are proceeding for February 4th and they have added an
extra golf hole featuring Harry Potter. She said the library programs are becoming more popular and 431 adults
attended programs in October. She said the Friends Group now has a non-profit status designation of 501c3.
Ms. Murphy said Judy Somerlot was very instrumental in completing the work for this and should be
commended. As required by the State, there are 3 members on the Board of Directors and bylaws were
approved today.
Staff Comment: None
Report of the Treasurer:
Financial Statement and Payment of Bills
Treasurer Milschewski said there was a $466 charge for programming, however, the Friends are reimbursing.
She also highlighted some of the other bills pertaining to building improvements. She made a motion to approve
payment of the bills as follows and Ms. Garcia seconded.
$48,941.34 Accounts Payable
$37,654.69 Payroll
$86,596.03 Total
Roll call: Milschewski-yes, Forristall-yes, Garcia-yes, Millen-yes, Schumacher-yes, Hedman-yes. Pesola-yes.
Carried 7-0.
Report of the Library Director:
Ms. Augustine reported on the programs held during the month as well as upcoming programs. In addition, she
said there was a false fire alarm triggered by city work on the water lines. The staff evacuated all patrons. Also,
the exterior of the building was recently power washed. A scarecrow contest was held, the Police Department
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hosted a scavenger hunt which included the library, feminine hygiene products are being collected for the Girls
From the World organization, the library Sunshine Committee is having a food and hat/glove drive and the
Conservation Foundation is going to be holding a monthly program series at the library.
City Council Liaison: None
Standing Committees: None
Unfinished Business:
HVAC Update
Ms. Augustine reported the chiller is running on one circuit. Tom from Trico recommended against spending
more money for repairs, but to replace it instead. The 2 boilers are running well and were serviced for winter
maintenance. She received an email from Tom Wegman about rebuilding the pumps which are original and at
the end of life. He said to rebuild or replace to avoid an emergency repair. He recommends a rebuild at a cost of
$1,550 plus labor. A possible rewind of the pumps might be needed, but it is not known until the work begins.
The rewinding would cost an additional $2,170 each and it would take about a week to repair a pump. Mr.
Forristall asked if the pumps are stock items. Alderman Soling works for Fox Metro and has rebuilt these kind
of pumps. They are not stock items and there is a 3-4 month lead time. He recommended replacing.
Ms. Augustine continued and discussed chiller pumps. There is only one and to rebuild it is $7,675 and a new
one is $9,740 with a 4 month lead time. Mr. Wegman suggested a new chiller pump and rebuild the existing
pump to keep as a backup. Ms. Milschewski asked if the pump would be compatible with a new chiller. Mr.
Soling said the new one should be compatible. Ms. Millen asked if it is better to replace the boiler and Mr.
Soling said if the pump casing is worn and pitting, it is probably a waste of money to rebuild.
Ms. Augustine also said there are 2 primary pumps that circulate hot water through the building and to rebuild
both is $7,500 which includes labor. Mr. Hedman said the city needs to review, recommend and determine the
order of repair/replace. Mr. Forristall said this is package work and to include the items discussed, along with a
chiller quote. Ms. Augustine noted that at this time we are looking at engineering work. In summary, the Board
would like city input and recommendation and then to have the Director report to the Board.
Strategic Planning Discussion/Action
The Board has now heard from two firms who do Strategic Plans. Ms. Millen said that in the presentation
tonight, the SOAR analysis and implementation plan were not included and Ms. Milschewski noted that in the
first presentation, all phases were included. After an informal poll of the Board, it was agreed that Fast Forward,
the first presenter, was their choice. Ms. Schumacher suggested a committee to determine the options desired
and coordinate with Ms. Augustine who could then present it to the Board. Ms. Millen requested the
committee include language “for a fee not to exceed” and Mr. Hedman asked for the 'national trends'.
President Garcia made the following motion: Direct Ms. Augustine to contact Fast Forward stating that the
Board would like to move ahead with their proposal, but to not exceed their proposal of $22,400, create a
committee, include national trends and have the ability to decide which options the Board wants to include.
After some discussion and questions, Ms. Garcia rescinded her motion and Ms. Milschewski made a new
motion to begin Phase 1, enter into a contract with Fast Forward Libraries in an amount not to exceed $11,300
and to include national trends. That motion was also rescinded after some questions and discussion.
President Garcia then directed Ms. Augustine to contact Fast Forward Libraries and advise that the Board is
ready to move forward, but it must be clarified if a national trends analysis can be included. After that
conversation occurs, Ms. Augustine is to report to the Board. Mr. Hedman asked if the Director felt
comfortable asking Amanda from Fast Forward about a staff-led vs. consultant-led project to see what the total
spend might be. Ms. Augustine said she prefers the consultant to lead the project. Ms. Garcia stated that a
decision should be made by next month.
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Future Library Planning/Projects Discussion/Action
Ms. Augustine said proposals for a new chiller were received from Kluber, 20/10 and IMEG. Facilities Manager
Jesus Navarro recommended 20/10, partly due to cost. Mr. Forristall noted that 20/10 said there could be
additional costs and Ms. Augustine noted IMEG did not do a site visit. Ms. Garcia made a motion to approve
the engineering firm 20/10 proposal as presented, seconded by Ms. Milschewski. Roll call: Forristall-yes,
Garcia-yes, Millen-yes, Schumacher-yes, Hedman-yes, Pesola-yes, Milschewski-yes. Carried 7-0.
Lighting Improvements – Discussion/Action
Ms. Augustine had been asked to obtain additional quotes for new lighting and she was only able to get one. She
received an update just today from Verde. If the Board approves phase 1, the Verde rep can offer a 5%
discount and if the Board approves phase 1 and 2, the rep can offer a 15% discount. The quote includes the
ComEd incentives. Ms. Augustine said Verde does all the consultation, the contractor and electrical work. She
provided other qualifications that Verde has and they have access to all ComEd incentives. The Director said
that if no decision is reached tonight, the incentives will be forfeited. She said it is in the budget to complete
Phase 1 and 2. Ms. Milschewski made a motion to approve the partnership agreement with Verde Energy
Efficiency Experts with the new price breakdown as presented and Mr. Hedman seconded. Roll call: Forristall-
yes, Garcia-yes, Millen-yes, Schumacher-yes, Hedman-yes, Pesola-yes, Milschewski-yes. Carried 8-0.
New Business:
Review Serving Our Public 4.0 Standards for Illinois Public Libraries
(Chapters 1-6) for Annual Per Capita Grant
Director Augustine said this information must be submitted by January. She pointed out that Chapters 4, 5 and 6
were just updated this year. She detailed some of the updates or changes and briefly discussed new policies,
governance, staffing levels, salary updates, space, access, lighting, infrastructure maintenance and safety.
Executive Session:
At approximately 8:55pm, President Garcia made a motion to go into Executive Session and she read the reason
as follows: For the discussion of minutes of meetings lawfully closed under the Open Meetings Act,
whether for purposes of approval by the body of the minutes or semi-annual review of the minutes as
mandated by Section 2.06. Mr. Hedman seconded the motion. Roll call: Garcia-yes, Millen-yes,
Schumacher-yes, Hedman-yes, Pesola-yes, Milschewski-yes, Forristall-yes. Carried 7-0.
The Session started at 8:58 and concluded at 9:04pm and the Board returned to their regular meeting.
New Business continued:
The Board determined that “Packet 1” should remain sealed and all minutes in “Packet 2” can be released.
Adjournment:
The meeting adjourned at 9:04pm on a motion by Ms. Garcia and second by Ms. Milschewski.
Minutes respectfully submitted by
Marlys Young, Minute Taker
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01-110 ADMIN 01-120 FINANCE 01-210 POLICE 01-220 COMMUNITY DEVELOPMENT 01-410 STREETS OPERATIONS 01-640 ADMINISTRATIVE SERVICES 11-111 FOX HILL SSA 12-112 SUNFLOWER SSA 15-155 MOTOR FUEL TAX (MFT) 23-230 CITY WIDE CAPITAL 24-216 BUILDING & GROUNDS 25-205 POLICE CAPITAL 25-212 GENERAL GOVERNMENT CAPITAL 25-215 PUBLIC WORKS CAPITAL 25-225 PARK & RECREATION CAPITAL 51-510 WATER OPERATIONS 52-520 SEWER OPERATIONS 79-790 PARKS DEPARTMENT 79-795 RECREATION DEPARTMENT 82-820 LIBRARY OPERATIONS 84-840 LIBRARY CAPITAL 87-870 COUNTRYSIDE TIF 88-880 DOWNTOWN TIF 89-890 DOWNTOWN II TIF 90-XXX DEVELOPER ESCROW 95-000 ESCROW DEPOSIT DATE: 11/17/23 UNITED CITY OF YORKVILLE TIME: 08:30:50 CHECK REGISTERPRG ID: AP215000.WOWCHECK DATE: 11/17/23CHECK # VENDOR # INVOICE INVOICE ITEMNUMBER DATE # DESCRIPTION ACCOUNT # ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105403 VERDE VERDE ENERGY EFFICIENCY EXPERT22892 11/14/23 01 LED LIGHTING PROJECT DEPOSIT 84-840-60-00-6020 11,256.35INVOICE TOTAL: 11,256.35 *22893 11/14/23 01 LED LIGHTING PROJECT PHASE 2 84-840-60-00-6020 11,235.2702 DEPOSIT ** COMMENT **INVOICE TOTAL: 11,235.27 *CHECK TOTAL: 22,491.62TOTAL AMOUNT PAID: 22,491.62Page 1 of 11
DATE: 11/21/23UNITED CITY OF YORKVILLETIME: 09:03:10MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEMCHECKINVOICE #DATE# DESCRIPTIONDATE ACCOUNT #ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900140 FNBO FIRST NATIONAL BANK OMAHA 11/25/23112523-J.NAVARRO 10/31/23 15 AMAZON-DRY ERASE MARKERS,FLAG 24-216-56-00-5656175.6716 AMAZON-SHOCK ABSORBING SAFETY 24-216-56-00-565627.9817 LANYARD** COMMENT **INVOICE TOTAL:1,929.18 *112523-J.SLEEZER 10/31/23 01 AMAZON-FIRE HOSE NOZZLE01-410-56-00-562039.4102 LINDCO-TRUCK TOOL BOXES01-410-56-00-56282,079.6803 MENARDS#092723-UTILITY BLADES 01-410-56-00-5630176.9104 MENARDS#101623-SLEDGE HAMMER 01-410-56-00-563032.9805 MENARDS#101623-BOARDS01-410-56-00-564020.28INVOICE TOTAL:2,349.26 *112523-J.WEISS10/31/23 01 DOLLAR TREE-HARRY POTTER82-820-56-00-567136.2502 PROGRAMMING SUPPLIES** COMMENT **03 TARGET-WATER82-820-56-00-567118.7604 TARGET-PUMPKIN CONTEST GIFT 82-820-56-00-567120.0005 CARD** COMMENT **06 DOLLAR TREE-HALLOWEEN PROGRAM 82-820-56-00-567123.7507 SUPPLIES** COMMENT **INVOICE TOTAL:98.76 *112523-J.WHEELER 10/31/23 01 DOLLAR TREE-STREAMERS79-795-56-00-56061.25INVOICE TOTAL:1.25 *112523-K.BALOG10/31/23 01 COMCAST-09/15-10/14 INTERNET 24-216-54-00-5446701.6502 AMAZON-ENDUST01-210-56-00-561036.8403 AMAZON-STANDING DESK, WIPES 01-210-56-00-5610370.9004 CARSTAR-ACCIDENT DAMAGE REPAIR 01-210-54-00-54951,000.0005 CARSTAR-ACCIDENT DAMAGE REPAIR 01-640-56-00-56255,312.4206 SHREDIT-ON SITE SHREDDING01-210-54-00-5462248.8507 ACCURINT-SEPT 2023 SEARCHES 01-210-54-00-5462200.00INVOICE TOTAL:7,870.66 *112523-K.BARKSDALE 10/31/23 01 ADOBE-MONTHLY CREATIVE CLOUD 01-220-54-00-546254.9902 FEE** COMMENT **INVOICE TOTAL:54.99 *112523-K.GRAGORY 10/31/23 01 IPRA MEMBERSHIP DUES79-795-54-00-5460245.0002 FACEBOOK-HOMETOWN DAYS ADS79-795-56-00-5602146.5703 PAYPAL-HALLOWEEN HAWAIIAN01-110-56-00-5610454.2504 SHIRTS** COMMENT **INVOICE TOTAL:845.82 *112523-K.JONES10/31/23 01 AMAZON-LETTER OPENER01-110-56-00-56108.7702 AMAZON-LEGAL PADS,PENS,STAPLER 01-110-56-00-561049.85Page 2 of 11
DATE: 11/21/23UNITED CITY OF YORKVILLETIME: 09:03:10MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEMCHECKINVOICE #DATE# DESCRIPTIONDATE ACCOUNT #ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900140 FNBO FIRST NATIONAL BANK OMAHA 11/25/23112523-K.JONES10/31/23 03 KENDALL PRINT-BUSINESS CARDS- 01-110-56-00-561082.4504 MAYOR** COMMENT **05 AMAZON-COPY PAPER01-110-56-00-5610156.40INVOICE TOTAL:297.47 *112523-M.CARYLE 10/31/23 01 FAA-DRONE REGISTRATION01-210-54-00-54625.0002 GJOVIKS#433244-REPLACE TIE ROD 01-210-54-00-54951,844.4603 GJOVIKS#433644-OIL CHANGE01-210-54-00-5495198.4504 SHERETON-IACP CONFERENCE01-210-54-00-54151,262.3605 LODGING** COMMENT **INVOICE TOTAL:3,310.27 *112523-M.CISIJA 10/31/23 01 UPS-1 PKG BRISTOL RDG SOLAR 01-110-54-00-545237.8002 JEWEL-CITY COUNCIL DRINKS01-110-56-00-561062.8903 AMAZON-BATTERIES, STAPLER,01-110-56-00-5610104.7404 TISSUE, LABELS, STAPLES** COMMENT **INVOICE TOTAL:205.43 *112523-M.CURTIS 10/31/23 01 SAMS-COOKIE TRAYS82-820-56-00-567140.36INVOICE TOTAL:40.36 *112523-M.DONOVAN 10/31/23 01 TARGET-HOTDOGS, BUNS79-795-56-00-5607102.0202 TARGET-HOTDOGS, BUNS, HOT79-795-56-00-560728.0003 CHOCOLATE** COMMENT **04 TARGET-BUNS79-795-56-00-560712.0405 TARGET-HIT CHOCOLATE, BUNS, 79-795-56-00-560754.2106 HOT DOGS** COMMENT **INVOICE TOTAL:196.27 *112523-M.MCGREGORY 10/31/23 01 AMAZON-SEAT COVERS51-510-56-00-562866.9402 AMAZON-FLOOR LINERS51-510-56-00-5628176.95INVOICE TOTAL:243.89 *112523-M.NELSON 10/31/23 01 AMAZON-AMAZON FIRE STICK01-210-56-00-562044.99INVOICE TOTAL:44.99 *112523-M.SENG10/31/23 01 NAPA#350501-FILTERS01-410-56-00-5628127.3202 HOME DEPO-PLANTING AUGERS01-410-56-00-562059.9403 HOME DEPO-PAINT-ROLLER FRAME 01-410-56-00-562860.4104 MENARDS#101123-DUCT TAPE,01-410-56-00-562052.2705 SNAPS** COMMENT **06 RUSSO#120407822-BEARING01-410-56-00-562832.9907 HOUSING** COMMENT **INVOICE TOTAL:332.93 *112523-P.MCMAHON 10/31/23 01 NEST-MONTHLY AWARE FEE01-210-54-00-54606.00Page 3 of 11
DATE: 11/21/23UNITED CITY OF YORKVILLETIME: 09:03:10MANUAL CHECK REGISTERID: AP225000.WOWCHECK # VENDOR # INVOICE ITEMCHECKINVOICE #DATE# DESCRIPTIONDATE ACCOUNT #ITEM AMT------------------------------------------------------------------------------------------------------------------------------------900140 FNBO FIRST NATIONAL BANK OMAHA 11/25/23112523-R.WOOLSEY 10/31/23 61 FIRE SYSTEM INSPECTION AT 3299 ** COMMENT **62 LEHMAN** COMMENT **63 AMPERAGE#1453658-WIRE23-230-56-00-56423,007.5464 LINDCO#230915P-MUDFLAPS01-410-56-00-5628107.9965 TRUGREEN-VAN EMMON GROUND CARE 24-216-54-00-5446614.50INVOICE TOTAL:19,674.29 *112523-S.AUGUSTINE 10/31/23 01 AMAZON-BLOOD PRESSURE82-000-24-00-248094.9702 MONITOR, ADAPTER, TRIPOD STAND ** COMMENT **03 TRIBUNE-SUBSCRIPTION RENEWAL 82-820-54-00-5460322.3304 TARGET-CANDY82-820-56-00-567118.4905 AMAZON-CRAFTING SUPPLIES82-820-56-00-561063.2106 AMAZON PRIME MONTHLY FEE82-820-54-00-546014.9907 AMAZON-KRAFT GIFT BAGS82-820-56-00-567120.9908 AMAZON-ENVELOPES82-820-56-00-561025.6609 TRIBUNE-SUBSCRIPTION RENEWAL 82-820-54-00-5460322.3310 AMAZON-STORYWALK BOOKS82-820-56-00-567135.9811 IPLA CONFERENCE LODGING AND 82-820-54-00-5415493.3912 MEALS** COMMENT **INVOICE TOTAL:1,412.34 *112523-S.IWANSKI 10/31/23 01 YORK POST-POSTAGE82-820-54-00-545217.72INVOICE TOTAL:17.72 *112523-S.REDMON 10/31/23 01 SAMS-CANDY79-795-56-00-5606125.8002 SMITHEREEN-SEPT 2023 PEST79-790-54-00-549597.0003 CONTROL AT 185 WOLF ST** COMMENT **04 ARNESON#230287-SEPT 2023 DSL 79-790-56-00-5695349.2005 ARNESON#230286-SEPT 2023 GAS 79-790-56-00-5695593.1106 GOLD MEDAL#407517-BRIDGE79-795-56-00-5607492.6907 CONCESSION SUPPLIES** COMMENT **08 GOLD MEDAL#407516-BEECHER79-795-56-00-5607154.1509 CONCESSION SUPPLIES** COMMENT **10 ARNESON#230348-SEPT 2023 GAS 79-790-56-00-5695919.1711 AT&T-09/24-10/25 INTERNET FOR 79-795-54-00-5440104.7012 TOWN SQUARE PARK SIGN** COMMENT **13 IPRA=MEMBERSHIP RENEWAL-EVANS 79-795-54-00-5460245.0014 IPRA=MEMBERSHIP79-795-54-00-5460245.0015 RENEWAL-SCHREIBER** COMMENT **16 IPRA-MEMBERSHIP79-795-54-00-5460245.0017 RENEWAL-SLEEZER** COMMENT **18 IPRA-MEMBERSHIP RENEWAL-REMUS 79-795-54-00-5460245.0019 IPRA-MEMBERSHIP RENEWAL-SENDRA 79-795-54-00-5460245.0020 IPRA-MEMBERSHIP79-795-54-00-5460245.0021 RENEWAL-GALAUNER** COMMENT **Total for all Highlighted Library Invoices: $1,569.18Page 4 of 11
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/05/23TIME: 11:11:46UNITED CITY OF YORKVILLE CHECK REGISTERID: AP211001.W0WINVOICES DUE ON/BEFORE 12/11/2023CHECK # VENDOR #INVOICE ITEMINVOICE #DATE # DESCRIPTION ACCOUNT # PROJECT CODE ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105404 BAKTAY BAKER & TAYLOR2037851040 11/09/23 01 BOOKS 84-840-56-00-5686 752.59INVOICE TOTAL: 752.59 *2037854269 11/15/23 01 BOOKS 84-840-56-00-5686 705.21INVOICE TOTAL:705.21 *203790316311/01/23 01 BOOKS84-840-56-00-5686822.77INVOICE TOTAL:822.77 *203791989311/09/23 01 BOOKS84-840-56-00-5686723.60INVOICE TOTAL:723.60 *203794184311/21/23 01 BOOKS84-840-56-00-5686383.57INVOICE TOTAL:383.57 *CHECK TOTAL:3,387.74105405 DELAGE DLL FINANCIAL SERVICES INC8139095711/17/23 01 JAN 2024 COPIER LEASE82-820-54-00-5462185.00INVOICE TOTAL:185.00 *CHECK TOTAL:185.00105406 FVFILTER FOX VALLEY FILTER101042711/14/23 01 FILTERS82-820-56-00-5621862.20INVOICE TOTAL:862.20 *CHECK TOTAL:862.20105407 IMPACT IMPACT NETWORKING, LLC307733410/17/23 01 7/15-10/14 COPY CHARGES82-820-54-00-5462467.63INVOICE TOTAL:467.63 *CHECK TOTAL:467.63Page 5 of 11
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/05/23TIME: 11:11:46UNITED CITY OF YORKVILLE CHECK REGISTERID: AP211001.W0WINVOICES DUE ON/BEFORE 12/11/2023CHECK # VENDOR #INVOICE ITEMINVOICE #DATE # DESCRIPTION ACCOUNT # PROJECT CODE ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105408 LIBMARKE LIBRARY SOLUTIONS LLC3070 12/01/23 01 INSTALLATION & CUSTOMIZATION 82-820-54-00-5462 2,000.0002 OF LIBRARY CALENDAR ** COMMENT **INVOICE TOTAL: 2,000.00 *CHECK TOTAL: 2,000.00105409 LLWCONSU LLOYD WARBER10564 11/28/23 01 NOV 2023 ONSITE IT SUPPORT 82-820-54-00-5462 720.00INVOICE TOTAL:720.00 *CHECK TOTAL:720.00105410 METRONET METRO FIBERNET LLC165373-12012312/01/23 01 DEC 2023 INTERNET82-820-54-00-5440125.00INVOICE TOTAL:125.00 *CHECK TOTAL:125.00105411 MIDWTAPE MIDWEST TAPE LLC50460418511/07/23 01 AUDIO BOOK82-820-56-00-568344.9902 DVD82-820-56-00-568520.24INVOICE TOTAL:65.23 *50463673011/14/23 01 DVD82-820-56-00-568526.24INVOICE TOTAL:26.24 *50470138211/27/23 01 DVDS82-820-56-00-5685198.16INVOICE TOTAL:198.16 *CHECK TOTAL:289.63105412 OUTSOURC OUTSOURCE SOLUTIONS GROUP, INCPage 6 of 11
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/05/23TIME: 11:11:46UNITED CITY OF YORKVILLE CHECK REGISTERID: AP211001.W0WINVOICES DUE ON/BEFORE 12/11/2023CHECK # VENDOR #INVOICE ITEMINVOICE #DATE # DESCRIPTION ACCOUNT # PROJECT CODE ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105412 OUTSOURC OUTSOURCE SOLUTIONS GROUP, INC76306 10/11/23 01 WATCHGUARD FIREWALL RENEWAL 82-820-56-00-5635 2,869.57INVOICE TOTAL: 2,869.57 *76967 11/30/23 01 NOV 2023 REMOTE IT SUPPORT 82-820-54-00-5462 231.25INVOICE TOTAL:231.25 *CHECK TOTAL:3,100.82105413 PRAIRCAT PRAIRIECAT878911/09/23 01 MOBILE BASE APPLICATION82-820-54-00-5468499.00INVOICE TOTAL:499.00 *CHECK TOTAL:499.00105414 R0002585 KAREN STERIOTI00112/01/23 01 MOMMY & ME YOGA CLASS82-820-56-00-567145.00INVOICE TOTAL:45.00 *CHECK TOTAL:45.00105415 TCGTCG SOLUTIONS, INC23-045412/01/23 01 MONTHLY HOSTED VOIP SERVICES 82-820-54-00-5440445.00INVOICE TOTAL:445.00 *CHECK TOTAL:445.00105416 TODAYS TODAY'S BUSINESS SOLUTIONS INC1560011/29/23 01 PAPERCUT AGREEMENT82-820-54-00-54623,584.10INVOICE TOTAL:3,584.10 *CHECK TOTAL:3,584.10Page 7 of 11
82-820LIBRARYOPERATIONS84-840LIBRARYCAPITALDATE: 12/05/23TIME: 11:11:46UNITED CITY OF YORKVILLE CHECK REGISTERID: AP211001.W0WINVOICES DUE ON/BEFORE 12/11/2023CHECK # VENDOR #INVOICE ITEMINVOICE #DATE # DESCRIPTION ACCOUNT # PROJECT CODE ITEM AMT------------------------------------------------------------------------------------------------------------------------------------105417 UMBRELLA UMBRELLA TECHNOLOGIES1471 12/01/23 01 ACCESS CLOUD CONTROL HOSTING 82-820-54-00-5462 480.0002 FOR 11 ENTRIES ** COMMENT **INVOICE TOTAL: 480.00 *CHECK TOTAL: 480.00105418 YOUNGM MARLYS J. YOUNG111323LIB11/28/23 01 11/13/23 LIB MEETING MINUTES 82-820-54-00-546285.00INVOICE TOTAL:85.00 *CHECK TOTAL:85.00TOTAL AMOUNT PAID:16,276.12Page 8 of 11
REGULAR OVERTIME TOTAL IMRF FICA TOTALSADMINISTRATION18,622.43 - 18,622.43 1,221.63 895.10 20,739.16 FINANCE13,543.28 - 13,543.28 888.45 999.78 15,431.51 POLICE126,637.14 1,153.67 127,790.81 481.74 9,481.07 137,753.62 COMMUNITY DEV.25,748.62 - 25,748.62 1,708.79 1,915.04 29,372.45 STREETS23,641.46 - 23,641.46 1,557.45 1,758.57 26,957.48 BUILDING & GROUNDS5,938.01 - 5,938.01 399.38 457.22 6,794.61 WATER19,978.56 648.05 20,626.61 1,353.13 1,495.50 23,475.24 SEWER10,066.18 - 10,066.18 660.31 735.61 11,462.10 PARKS32,345.40 - 32,345.40 1,998.86 2,407.70 36,751.96 RECREATION25,809.29 - 25,809.29 1,359.47 1,941.56 29,110.32 LIBRARY16,996.89 - 16,996.89 726.98 1,269.73 18,993.60 TOTALS319,327.26$ 1,801.72$ 321,128.98$ 12,356.19$ 23,356.88$ 356,842.05$ TOTAL PAYROLL356,842.05$ UNITED CITY OF YORKVILLEPAYROLL SUMMARYNovember 9, 2023Page 9 of 11
REGULAR OVERTIME TOTAL IMRFFICATOTALSMAYOR & LIQ. COM.1,583.34$ -$1,583.34$ -$121.13$ 1,704.47$ ALDERMAN5,916.64 -5,916.64-452.68 6,369.32 ADMINISTRATION18,872.42 -18,872.42 1,238.03 914.21 21,024.66 FINANCE13,772.44 -13,772.44 903.47 1,017.31 15,693.22 POLICE138,245.51 1,832.42 140,077.93 474.21 10,390.43 150,942.57 COMMUNITY DEV.25,748.62 -25,748.62 1,689.11 1,892.08 29,329.81 STREETS23,641.48 29.73 23,671.21 1,552.84 1,753.19 26,977.24 BUILDING & GROUNDS5,938.02 -5,938.02 389.54 445.75 6,773.31 WATER19,978.54 811.89 20,790.43 1,363.86 1,507.91 23,662.20 SEWER10,066.15 -10,066.15 660.32 735.72 11,462.19 PARKS30,089.94 336.36 30,426.30 1,952.41 2,249.41 34,628.12 RECREATION26,200.41 -26,200.41 1,364.37 1,959.99 29,524.77 LIBRARY16,779.79 -16,779.79 720.42 1,245.44 18,745.65 TOTALS336,833.30$ 3,010.40$ 339,843.70$ 12,308.58$ 24,685.25$ 376,837.53$ TOTAL PAYROLL376,837.53$ UNITED CITY OF YORKVILLEPAYROLL SUMMARYNovember 22, 2023Page 10 of 11
Library Manual Register (Page 1)11/25/2023 22,491.62$
Library CC Check Register (Pages 2 ‐ 4)11/25/2023 1,569.18
Library Check Register (Pages 5 ‐ 8)12/11/2023 16,276.12
Unimax ‐ Oct 2023 Office Cleaning 11/14/2023 1,950.00
BCBSIL ‐ Dearborn/BCBS EAP‐Dec 2023 11/14/2023 7.05
IPRF ‐ Dec. 2023 Work Comp Ins 11/14/2023 1,025.69
TOTAL BILLS PAID: 43,319.66
DATE
Bi‐weekly (Page 9)11/09/2023 $18,993.60
Bi‐weekly (Page 10)11/22/2023 18,745.65
TOTAL PAYROLL:37,739.25
TOTAL DISBURSEMENTS:81,058.91
PAYROLL
YORKVILLE LIBRARY BOARD
BILL LIST SUMMARY
Monday, December 11, 2023
ACCOUNTS PAYABLE
Page 11 of 11
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DATE: 12/05/2023 UNITED CITY OF YORKVILLE PAGE: 1TIME: 12:13:25 GENERAL LEDGER ACTIVITY REPORTID: GL440000.WOW FOR FISCAL YEAR 2024ACTIVITY 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 05/01/2023 BEGINNING BALANCE 56,505.06AP-230525MB 05/30/2023 24 AMAZON-YOGA MATS FIRST NATIONAL BANK 900133 052523-M.CURTIS-B 99.6505/30/2023 25 AMAZON-BOOKS FIRST NATIONAL BANK 900133 052523-M.CURTIS-B 78.3605/30/2023 26 AMAZON-DISECTION KITS FIRST NATIONAL BANK 900133 052523-S.AUGUSTINE-B 12.9905/30/2023 27 AMAZON-BOX BUILDING SET FIRST NATIONAL BANK 900133 052523-S.AUGUSTINE-B 40.00_________________________________TOTAL PERIOD 01 ACTIVITY 231.00 0.0002 AP-230612B 06/06/2023 01 MAY YOGA & COOKING CLASSES JESSICA YOUHANAIE 105320 202305 392.88AP-230625MB 06/23/2023 282 DOLLAR TREE-PROGRAM SUPPLIES FIRST NATIONAL BANK 900135 062523-J.WEISS-B 38.7506/23/2023 283 AMAZON-YOGA AIDS FIRST NATIONAL BANK 900135 062523-S.AUGUSTINE-B 81.7506/23/2023 284 BRICKS R US-ENGRAVED MEMORIAL FIRST NATIONAL BANK 900135 062523-S.AUGUSTINE-B 40.65GJ-230629LB 07/05/2023 05 June 2023 Deposits 100.00_________________________________TOTAL PERIOD 02 ACTIVITY 554.03 100.0003 AP-230710 07/05/2023 01 LIBRARY GARDENING PROGRAM PEARL CARPENTER 105334 061523 150.00AP-230725MB 07/20/2023 395 DOLLARE TREE-KIDS PROGRAMMING FIRST NATIONAL BANK 900136 072523-J.WEISS 28.7507/20/2023 396 AMAZON-ACRYLIC SEALER, PAINT FIRST NATIONAL BANK 900136 072523-S.AUGUSTING 22.9807/20/2023 397 AMAZON-DONATION BOX FIRST NATIONAL BANK 900136 072523-S.AUGUSTING 39.6507/20/2023 398 AMAZON-MOD PODGE FIRST NATIONAL BANK 900136 072523-S.AUGUSTING 14.3707/20/2023 399 AMAZON-LEGOS, TABLET DOODLE FIRST NATIONAL BANK 900136 072523-S.AUGUSTING 124.18GJ-230730LB 08/02/2023 06 July 2023 Deposits 100.00_________________________________TOTAL PERIOD 03 ACTIVITY 379.93 100.0004 AP-230814 08/08/2023 01 JUNE CHAIR YOGA AND COOKING JESSICA YOUHANAIE 105352 202306 395.00AP-230825M 08/22/2023 302 AMAZON-BOOKS FIRST NATIONAL BANK 900137 082523-S.AUGUSTINE 55.2008/22/2023 303 AMAZON-BOOKS FIRST NATIONAL BANK 900137 082523-S.AUGUSTINE 20.0008/22/2023 304 AMAZON-BOOKS FIRST NATIONAL BANK 900137 082523-S.AUGUSTINE 27.7208/22/2023 305 AMAZON-BOOKS, KEY CHAINS, FIRST NATIONAL BANK 900137 082523-S.AUGUSTINE 105.7508/22/2023 306 AMAZON-GIFT TAGS FIRST NATIONAL BANK 900137 082523-S.AUGUSTINE 13.77_________________________________TOTAL PERIOD 04 ACTIVITY 617.44 0.0005 AP-230911 09/06/2023 01 POLLINATING FLOWERS JESSICA PRESNAK 105365 100 150.00AP-230925M 09/18/2023 357 DOLLAR TREE-AUG 2023 PROGRAM FIRST NATIONAL BANK 900138 092523-J.WEISS 37.50_________________________________TOTAL PERIOD 05 ACTIVITY 187.50 0.0006 AP-231009 10/03/2023 01 BEEKEEPING PRESENTATION WILLIAM NOVICKI 105376 101 150.00AP-231025M 10/24/2023 368 AMAZON-GOOGLY EYES FIRST NATIONAL BANK 900139 102523-M.CURTIS 5.4010/24/2023 369 AMAZON-SATIN RIBBON FIRST NATIONAL BANK 900139 102523-M.CURTIS 8.6510/24/2023 370 WEBSTAURANT-COTTON WASHCLOTHS FIRST NATIONAL BANK 900139 102523-M.CURTIS 40.2610/24/2023 371 AMAZON-HARRY POTTER PROGRAM FIRST NATIONAL BANK 900139 102523-S.AUGUSTINE 101.1010/24/2023 372 AMAZON-WOOD CRAFT STICKS FIRST NATIONAL BANK 900139 102523-S.AUGUSTINE 14.6910/24/2023 373 AMAZON-DRY ERASE MARKERS & FIRST NATIONAL BANK 900139 102523-S.AUGUSTINE 466.7710/24/2023 374 AMAZON-TABLE COVERS FIRST NATIONAL BANK 900139 102523-S.AUGUSTINE 69.98GJ-231030LB 11/02/2023 05 Oct 2023 Deposits 400.00_________________________________TOTAL PERIOD 06 ACTIVITY 856.85 400.0007 AP-231113 11/07/2023 01 ILLINOIS LIBRARY PRESENTS RAILS 105395 11713 685.00AP-231125M 11/21/2023 339 AMAZON-BLOOD PRESSURE FIRST NATIONAL BANK 900140 112523-S.AUGUSTINE 94.97
DATE: 12/05/2023 UNITED CITY OF YORKVILLE PAGE: 2TIME: 12:13:25 GENERAL LEDGER ACTIVITY REPORTID: GL440000.WOW FOR FISCAL YEAR 2024ACTIVITY 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-231129LB 12/05/2023 07 Nov 2023 Deposits 1,120.00_________________________________TOTAL PERIOD 07 ACTIVITY 779.97 1,120.00TOTAL ACCOUNT ACTIVITY 3,606.72 1,720.00ENDING BALANCE 54,618.34GRAND TOTAL 0.00 54,618.34TOTAL DIFFERENCE 0.00 54,618.34
% of Fiscal Year8% 17% 25% 33% 42% 50% 58%Year-to-Date FISCAL YEAR 2024 ACCOUNT NUMBER DESCRIPTIONMay-23June-23July-23August-23 September-23 October-23 November-23Totals BUDGET % of BudgetLIBRARY OPERATIONS REVENUESTaxes82-000-40-00-4000 PROPERTY TAXES 70,444403,741 12,62947,399349,447 10,4456,712 900,817 899,043 100.20%82-000-40-00-4083 PROPERTY TAXES-DEBT SERVICE67,261385,503 12,05945,258333,662 9,973 6,409 860,125 864,150 99.53%Intergovernmental82-000-41-00-4120 PERSONAL PROPERTY TAX3,574 - 2,890 466 - 2,395 - 9,325 17,000 54.85%82-000-41-00-4170 STATE GRANTS- - 31,761- - - - 31,761 30,000 105.87%Fines & Forfeits82-000-43-00-4330 LIBRARY FINES209 25 560 118 5 16 259 1,192 1,000 119.16%Charges for Service82-000-44-00-4401 LIBRARY SUBSCRIPTION CARDS2,709 774 3,002 579 934 - 1,979 9,978 3,500 285.08%82-000-44-00-4422 COPY FEES277 227 319 1 357 315 50 1,544 2,500 61.78%82-000-44-00-4439 PROGRAM FEES29 - 10 15 17 4 234 308 -0.00%Investment Earnings82-000-45-00-4500 INVESTMENT EARNINGS1,385 1,376 2,360 3,627 1,637 6,229 1,686 18,299 15,000 121.99%Miscellaneous82-000-48-00-4820 RENTAL INCOME- - - - - - 50 50250 20.00%82-000-48-00-4850MISCELLANEOUS INCOME181 792 250 214 116 409 137 2,099 3,000 69.98%Other Financing Sources82-000-49-00-4901 TRANSFER FROM GENERAL2,230 2,230 2,230 2,572 2,230 2,573 1,026 15,090 31,335 48.16%TOTAL REVENUES: LIBRARY 148,298 794,667 68,070100,248 688,404 32,35918,5421,850,588 1,866,778 99.13%LIBRARY OPERATIONS EXPENDITURESSalaries & Wages82-820-50-00-5010 SALARIES & WAGES32,52221,66121,66122,79732,94621,96421,964175,515 288,307 60.88%82-820-50-00-5015 PART-TIME SALARIES12,63011,75211,72412,24617,59612,11611,81389,878 168,000 53.50%Benefits82-820-52-00-5212RETIREMENT PLAN CONTRIBUTION2,140 1,428 1,428 1,502 2,168 1,447 1,447 11,560 21,201 54.52%82-820-52-00-5214 FICA CONTRIBUTION3,399 2,487 2,485 2,612 3,798 2,538 2,515 19,835 33,917 58.48%82-820-52-00-5216 GROUP HEALTH INSURANCE14,3627,081 7,924 15,5043,784 5,565 6,011 60,231 89,456 67.33%82-820-52-00-5222 GROUP LIFE INSURANCE67 42 50 50 50 57 43 359 554 64.80%82-820-52-00-5223 DENTAL INSURANCE1,178 570 570 (4,854) 570 570 570 (828)6,835 -12.11%82-820-52-00-5224 VISION INSURANCE105 73 85 85 85 85 85 604 940 64.22%82-820-52-00-5230 UNEMPLOYMENT INSURANCE- - - 342 - 342 - 685 1,250 54.80%82-820-52-00-5231 LIABILITY INSURANCE2,230 2,230 2,230 2,230 2,230 2,230 1,026 14,405 30,085 47.88%Contractual Services82-820-54-00-5401 ADMINISTRATIVE CHARGEBACK- - - - - 7,500 7,500 15,000 15,000 100.00%82-820-54-00-5412 TRAINING & CONFERENCES- 270 65 300 - - 210 845 3,000 28.17%82-820-54-00-5415 TRAVEL & LODGING- 45 - 350 - - 927 1,322 1,500 88.10%82-820-54-00-5426 PUBLISHING & ADVERTISING- - - - - - - -2,500 0.00%82-820-54-00-5440 TELECOMMUNICATIONS- 445 699 125 125 125 570 2,089 8,000 26.11%82-820-54-00-5452 POSTAGE & SHIPPING- - 23 31 13 70 18 154 1,000 15.44%YORKVILLE PUBLIC LIBRARYFISCAL YEAR 2024 BUDGET REPORTFor the Month Ended November 30, 20231
% of Fiscal Year8% 17% 25% 33% 42% 50% 58%Year-to-Date FISCAL YEAR 2024 ACCOUNT NUMBER DESCRIPTION May-23 June-23 July-23 August-23 September-23 October-23 November-23Totals BUDGET % of BudgetYORKVILLE PUBLIC LIBRARYFISCAL YEAR 2024 BUDGET REPORTFor the Month Ended November 30, 202382-820-54-00-5453BUILDING & GROUND CHARGEBACK624 624 624 624 624 624 624 4,367 7,486 58.33%82-820-54-00-5460 DUES & SUBSCRIPTIONS 421 1,030 281 1,015 547 200 660 4,154 18,000 23.08%82-820-54-00-5462 PROFESSIONAL SERVICES 3,088 3,310 1,277 4,056 2,518 1,015 3,481 18,745 33,500 55.96%82-820-54-00-5466 LEGAL SERVICES - - - - - - 338 338 3,000 11.25%82-820-54-00-5468 AUTOMATION - - 5,463 - - 5,019 945 11,427 25,000 45.71%82-820-54-00-5480 UTILITIES - 900 - 1,775 - 438 1,253 4,366 24,719 17.66%82-820-54-00-5488 OFFICE CLEANING - 5,177 5,177 5,177 5,177 1,950 1,950 24,608 75,000 32.81%82-820-54-00-5495OUTSIDE REPAIR & MAINTENANCE- - 2,272 17,511 2,087 7,149 28,680 57,699 131,000 44.04%82-820-54-00-5498 PAYING AGENT FEES - 1,689 - - - - - 1,689 1,700 99.32%Supplies82-820-56-00-5610 OFFICE SUPPLIES - 1,359 223 - 486 137 89 2,294 8,000 28.67%82-820-56-00-5620 OPERATING SUPPLIES - 35 211 11 - 783 - 1,039 4,000 25.99%82-820-56-00-5621 CUSTODIAL SUPPLIES - - 697 330 260 - - 1,287 7,000 18.39%82-820-56-00-5635COMPUTER EQUIPMENT & SOFTWARE- - - - - - - - 3,000 0.00%82-820-56-00-5671 LIBRARY PROGRAMMING - - 60 30 - 171 215 476 2,000 23.79%82-820-56-00-5675 EMPLOYEE RECOGNITION - - 39 - - - - 39 300 13.04%82-820-56-00-5683 AUDIO BOOKS - 116 306 124 635 - - 1,181 3,500 33.74%82-820-56-00-5684 COMPACT DISCS & OTHER MUSIC - 53 - - - - - 53 500 10.59%82-820-56-00-5685 DVD'S - 26 85 80 52 67 40 352 3,000 11.72%82-820-56-00-5686 BOOKS - 3,469 1,518 6,475 2,041 4,467 2,300 20,271 20,000 101.36%2006 Bond82-820-84-00-8000 PRINCIPAL PAYMENT - - - - - - - - 100,000 0.00%82-820-84-00-8050 INTEREST PAYMENT - 4,775 - - - - - 4,775 9,550 50.00%2013 Refunding Bond82-820-99-00-8000 PRINCIPAL PAYMENT - - - - - - - - 700,000 0.00%82-820-99-00-8050 INTEREST PAYMENT - 28,600 - - - - - 28,600 57,200 50.00%TOTAL FUND REVENUES148,298 794,667 68,070 100,248 688,404 32,359 18,542 1,850,588 1,866,778 99.13%TOTAL FUND EXPENDITURES72,765 99,246 67,177 90,529 77,790 76,630 95,273 579,411 1,909,000 30.35%FUND SURPLUS (DEFICIT)75,533 695,421 893 9,719 610,613 (44,271) (76,731) 1,271,177 (42,222) LIBRARY CAPITAL REVENUES84-000-42-00-4214 DEVELOPMENT FEES15,500 18,000 22,000 9,000 14,500 19,500 17,500 116,000 50,000 232.00%84-000-45-00-4500 INVESTMENT EARNINGS21 22 22 25 26 27 28 172 150 114.50%84-000-48-00-4850 MISCELLANEOUS INCOME- 22 - - - - - 22 - 0.00%TOTAL REVENUES: LIBRARY CAPITAL15,521 18,044 22,022 9,025 14,526 19,527 17,528 116,194 50,150 231.69%LIBRARY CAPITAL EXPENDITURES84-840-54-00-5460 E-BOOK SUBSCRIPTIONS- - - - - - - - 3,500 0.00%84-840-56-00-5635COMPUTER EQUIPMENT & SOFTWARE- - - - - - - - 25,000 0.00%2
% of Fiscal Year8% 17% 25% 33% 42% 50% 58%Year-to-Date FISCAL YEAR 2024 ACCOUNT NUMBER DESCRIPTION May-23 June-23 July-23 August-23 September-23 October-23 November-23Totals BUDGET % of BudgetYORKVILLE PUBLIC LIBRARYFISCAL YEAR 2024 BUDGET REPORTFor the Month Ended November 30, 202384-840-56-00-5686 BOOKS- - - - - - 2,572 2,572 30,000 8.57%84-840-60-00-6020 BUILDING IMPROVEMENTS- - - - - - 22,492 22,492 56,000 40.16%TOTAL FUND REVENUES15,521 18,044 22,022 9,025 14,526 19,527 17,528 116,194 50,150 231.69%TOTAL FUND EXPENDITURES- - - - - - 25,064 25,064 114,500 21.89%FUND SURPLUS (DEFICIT)15,521 18,044 22,022 9,025 14,526 19,527 (7,536) 91,130 (64,350) 3
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May June July August September October November December January February March April2023 2023 2023 2023 2023 2023 2023 2023 2024 2024 2024 2024Library Operations Old Second $ 540,138 $ 862,652 $ 817,202 $ 782,184 $ 1,156,284 $ 1,095,654 $ 1,026,116 Building Development FeesOld Second 251,541 258,085 285,107 307,132 315,658 330,685 337,649 Library Operations Illinois Funds 311,158 312,484 345,779 347,381 348,955 350,594 352,185 Total: $ 1,102,836 $ 1,433,221 $ 1,448,088 $ 1,436,697 $ 1,820,897 $ 1,776,934 $ 1,715,949 $ - $ - $ - $ - $ - PAYROLL1ST PAY PERIOD31,324$ $ 18,289 $ 18,852 $ 18,938 $ 19,383 $ 18,921 $ 18,994 2ND PAY PERIOD19,368 19,039 18,446 20,219 18,632 18,733 18,746 3RD PAY PERIOD - - - - 18,492 - - Total 50,692$ 37,328$ 37,298$ 39,157$ 56,507$ 37,655$ 37,739$ -$ -$ -$ -$ -$ YORKVILLE PUBLIC LIBRARYCASH STATEMENTAs of November 30, 2023FISCAL YEAR 2024
November YTD % of FY 2024
Actual Actual Budget Budget YTD Actual % Change
LIBRARY OPERATIONS FUND (82)
Revenues
Property Taxes 13,121$ 1,760,941$ 99.87% 1,763,193$ 1,665,847$ 5.71%
Intergovernmental
Personal Property Replacement Tax -$ 9,325$ 54.85% 17,000$ 11,075$ -15.80%
Federal & State Grants - 31,761 105.87% 30,000 34,217 -7.18%
Total Intergovernmental -$ 41,086$ 87.42% 47,000$ 45,292$ -9.29%
Library Fines 259$ 1,192$ 119.16% 1,000$ 1,913$ -37.71%
Charges for Services
Library Subscription Cards 1,979$ 9,978$ 285.08% 3,500$ 9,852$ 1.28%
Copy Fees 50 1,544 61.78% 2,500 1,343 15.00%
Total Charges for Services 2,029$ 11,522$ 192.04% 6,000$ 11,195$ 2.92%
Investment Earnings 1,686$ 18,299$ 121.99% 15,000$ 6,592$ 177.59%
Reimbursements/Miscellaneous/Transfers In
Miscellaneous Reimbursements -$ -$ 0.00% -$ -$ 0.00%
Rental Income 50 50 20.00% 250 75 -33.33%
Miscellaneous Income 371 2,408 80.26% 3,000 2,194 9.75%
Transfer In 1,026 15,090 48.16% 31,335 18,565 -18.72%
Total Miscellaneous & Transfers 1,447$ 17,548$ 50.74% 34,585$ 20,834$ -15.77%
Total Revenues and Transfers 18,542$ 1,850,588$ 99.13% 1,866,778$ 1,751,673$ 5.65%
Expenditures
Library Operations 95,273$ 579,411$ 30.35%1,909,000$ 548,850$ 5.57%
50 Salaries 33,777 265,393 58.16% 456,307 273,614 -3.00%
52 Benefits 11,697 106,850 58.00% 184,238 124,589 -14.24%
54 Contractual Services 47,155 146,801 41.89% 350,405 91,539 60.37%
56 Supplies 2,644 26,992 52.62% 51,300 10,452 158.25%
99 Debt Service - 33,375 3.85% 866,750 48,656 -31.41%
Total Expenditures and Transfers 95,273$ 579,411$ 30.35% 1,909,000$ 548,850$ 5.57%
Surplus(Deficit) (76,731)$ 1,271,177$ (42,222)$ 1,202,823$
*November represents 58% of fiscal year 2024
YORKVILLE PUBLIC LIBRARY
STATEMENT OF REVENUES, EXPENDITURES AND TRANSFERS
For the Month Ended November 30, 2023 *
Fiscal Year 2023
For the Month Ended November 30, 2022
December Director’s Report 2023
Upcoming Events and Programs:
• Sat, Dec 9 – Polar Express and a Visit from Santa
Join us for our annual Polar Express event. Children will enjoy milk and cookies while listening to
the book, "The Polar Express" by Chris Van Allsburg. They can write a letter to Santa and deliver
it to him.
• Jan 1, 2024 – Feb 29, 2024 – Winter Reading Challenge
Stop by the Youth Service desk to pick up your Winter Reading Challenge sheet. Complete each
challenge and mark it off. Return your sheet before March 5 to be entered into a drawing.
• Thurs, Jan 11, 2024 – Our Future with A.I.
A Conversation with Award-Winning Sci-Fi Authors Cory Doctorow, Ken Liu, & Martha Wells. Join
this very special Zoom event with sci-fi author, journalist, and activist Cory Doctorow, Hugo and
Nebula award-winning author Ken Liu, and NY Times bestselling author Martha Wells as they
speculate about our A.I. future.
Library Operations
National SoftWash performed pressure washing of the building and courtyards. This is a maintenance
item that should be done on a 5-year rotation.
Completed and submitted the Illinois Technology Survey to the state.
Verde was here the week of Nov 27 to upgrade the lighting on the 2nd floor and some of the 1st floor and
outside. There have been a few minor tweaks that have had to me made to some of the light sensors
and fixtures.
The management staff sat in on a demo of a new online calendar system. This system has a sharp, clean
look and seems easy to navigate. The staff is excited about the additional room reservation feature. We
will be able to have patrons reserve study rooms and submit an application for the use of the large
meeting room. We have started the process of implementation and will have our initial kickoff meeting
at the beginning of January.
I have signed the library up for a partial year of HR Source services, which provides resources and HR
support services for many area libraries and industries.
Other
The Friends of the Library have officially become a 501(c)(3) entity. They conducted their 1st meeting of
the Board of Directors and approved the bylaws. I am on ex officio Board Member.
We received a Request for Reconsideration of Material Form for a juvenile fiction book. We will follow
our procedures and form a written response.
Meetings & Events Attended:
• Nov 2 – SAIL meeting – Fossil Ridge PLD
• Nov 2 – Harry Potter wrap up meeting
• Nov 3 – Budge meeting with City
• Nov 9 – Adult Services Evening Program
• Nov 13 – Friends of the Library meeting
• Nov 13 – Library Board meeting
• Nov 15 – webinar on navigating the legal landscape of social media
• Nov 15 – CIP meeting with City
• Nov 28 – LibraryMarket zoom meeting
• Nov 28 – FOL Board Meeting
• Nov 29 – HR Source meeting
• Nov 29 – Sunshine Committee meeting
NOVEMBER 2023 Programs
Youth Programs:
NOVEMBER Program
Age
0-5
Age
6-11
Age
12-18
All
Ages
At
Library
Live
Virtual
TOTAL
Attendance
Window Art 2 9 2 x 13
Preschool Zone 40 x 40
4-H (ages 6-8) 5 x 5
4-H (ages 9-12) 6 1 x 7
Drop In Storytime (4) 95 x 95
3D (in person) 5 x 5
LEGO Kits 5 20 2 x 27
TAG 4 x 4
Scholarships, Grants, and
Loans
24
families x 50
Book Club (grade 3-5) 16 x 16
Book Club (grades 1-2) 10 x 10
Tots and Toddlers (2) 56 x 56
Mommy and Me YOGA 8 8 x 16
Read with Paws 2 9 9 x 20
Artful Beginnings 26 x 26
Family Read Night 9 x 9
399
Total NOV Youth Programs 16
Total Attendance 399
+11 passive programs with 842 attending (Color Pages, Escape Room, Makerspace, 3d Print Virtual,
Facebook Spanish Storytime, Literacy Centers, Dino Count, Dino Hunt, Dino Art Pages, Dino Favorite
Vote, Dino Fact Find)
NOVEMBER Adult Programs:
11/1 Wednesday ELL 4
11/2 Thursday ELL 3
11/2 Chair Yoga 14
11/2 Dungeons & Dragons 8
11/3 Roaming Readers 3
11/4 Saturday ELL 3
11/5 Military Healthcare 4
11/6 Monday ELL 3
11/7 Tuesday ELL 12
11/7 Threads & More 12
11/8 Wednesday ELL 3
11/8 Medicare Open House 8
11/8 Your Friend in Health 12
11/8 Lunch Bunch Book Club 9
11/8 ILP Maya Camille Broussard 4
11/9 Thursday ELL -
11/9 Chair Yoga 29
11/9 Dungeons & Dragons 8
11/9 Storytelling, Self-Publishing, & Sandwiches 29
11/13 Monday ELL 2
11/14 Tuesday ELL 20
11/14 Dabblers Morning 11
11/14 Medicare Open House 12
11/14 Dabblers Evening 11
11/15 Wednesday ELL -
11/15 Cake Decorating 16
11/15 Medicare Open House 4
11/15 Psychological Thriller Bk Club 24
11/15 Planning a Trip to Disney 8
11/16 Thursday ELL -
11/16 Medicare Open House 6
11/16 Chair Yoga 32
11/16 Men’s Book Club 9
11/16 Dungeons & Dragons 12
11/17 Roaming Readers 4
11/18 Saturday ELL 6
11/18 Genealogy 11
11/20 Monday ELL 2
11/20 Healthy Cooking 16
11/21 Tuesday ELL 3
11/22 Computer Basics 4
11/22 Wednesday ELL -
11/25 Saturday ELL -
11/27 Monday ELL 2
11/27 Monday Movie Madness 8
11/27 Horror Book Club 11
11/28 Tuesday ELL 11
11/28 Medicare Open House 3
11/28 Creative Writing 10
11/29 Wednesday ELL 2
11/30 Thursday ELL -
11/30 Chair Yoga -
11/30 Dungeons & Dragons 14
Total NOV Programs 48
Total Attendance 438
4 passive programs with 66 attending (puzzle, chess, poem of the week, art wall)
Meeting Room Use: rentals- 4, library use- 23, zoom- 1
Board Room Use: community- 0, library- 15
Study Room Use: 69
Museum Pass: 4
Volunteers: Friends of the Library are collecting and sorting books for the sale, maintaining the lobby
book sale, and have been continuing to index the KCR Obits (this month’s volunteer/s: Nancy A.). Mini-
Golf preparations are officially underway.
Upcoming Special Events
Special Events, Informational Programs, BookClubs, Creative Outlets, & Social Groups
December Recurring Programs Adult Services
upcoming programs
YYoorkville Prkville P ublic Lublic L ibraribraryy
Dec. 2023
For a complete listing of upcoming adult programs and book groups,
check out the Adult Services pages on the library's website.
Yorkville Public Library
902 GAME FARM RD,
YORKVILLE, Illinois 60560
630-553-4354
www.yorkville.lib.il.us/
Book ClubsAdult Education
Monthly
Statistics
November 2023
New Cardholders Added
2023: 76
2022: 61
Change: +24.59%
Technology Stats
Events and Programs
2023: 86
2022: 61
Change: +40.98%
Items Added
2023: 397
2022: 304
Change: +30.59%
Events and Program
Attendance
2023: 1,695
2022: 1,180
Change: +43.64%
2023: 1,779
2022: 1,429
Change: +24.49%
Digital
Checkouts
2023: 221
2022: 214
Change: +3.27%
Computer Use
2023: 5,370
2022: 4,546
Change: +18.13%
Website Hits
Checkouts
2023: 6,609
2022: 6,496
Change: +1.74%
Visits
2023: 6,184
2022: 5,250
Change: +17.79%
YORKVILLE STATISTICS FOR FY24 PRAIRIECAT
web
renewals web holds
checkouts
+
renewals checkouts renewals
holds
placed
holds
filled checkins
Items
lent to
other
libraries
Items
borrowed
from
other
libraries
Items to
Reciprocal
Borrowers at
Yorkville
Items
added
Patrons
added
MAY 768 1477 5785 5519 266 351 1540 5432 551 1228 369 293 88
JUNE 710 1707 8915 8562 353 341 1798 7038 615 1448 530 277 197
JUL 1082 1928 8289 7951 338 411 1893 8128 635 1514 347 361 119
AUG 929 1697 7313 6947 366 451 1900 7492 655 1525 330 323 124
SEP 674 1622 5585 5274 311 302 1603 5612 691 1230 413 299 95
OCT 929 1660 5949 5663 286 405 1675 5378 655 1344 317 192 107
NOV 700 1629 5909 5598 311 271 1595 5621 621 1279 207 397 76
DEC
JAN
FEB
MAR
APR
Totals
CIRCULATION TOTAL ADULT JUV.YA TOTAL Books Videos Audios Mag other Total Circs
ANCESTRY E-READ IL OMNI OCLC
SEARCHES HITS E-BOOK E-AUDIO USERS E-BOOK E-AUDIO USERS VIDEO LENT BORROWED
MAY 84 62 27 103 43 812 717 385 0 18 3
JUN 51 13 18 88 43 777 739 405 0 16 25
JUL 32 27 44 106 44 906 806 443 0 16 31
AUG 609 2717 33 103 44 948 792 408 0 19 22
SEP 236 1495 39 82 47 890 757 396 0 17 20
OCT 258 605 29 93 44 851 713 402 0 23 53
NOV 88 326 31 80 42 808 860 423 0 17 39
DEC
JAN
FEB
MAR
APR
Totals
FY 2023 ATTENDANCE MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR TOTALS
PATRON DOOR COUNT 6330 7535 6450 7135 8150 7208 6184
CURBSIDE PATRONS 8 11 5 7 4 3 6
HOME DELIVERY 8 9 11 17 15 20 7
CARDS ISSUED THROUGH WEBSITE 10 25 16 26 13 17 13
CHILDREN'S AGE 0-5 PROGRAMS 10 18 9 11 10 12 8
AGE 0-5 ATTENDANCE 240 514 311 348 365 292 189
CHILDREN'S AGE 6-11 PROGRAMS 7 22 11 14 9 14 10
AGE 6-11 ATTENDANCE 289 587 274 375 330 314 130
NUMBER OF CHILDREN'S PASSIVE PROGRAMS 4 6 6 6 7 6 10
CHILDREN'S PASSIVE PROGRAM ATTENDANCE 364 550 465 495 728 698 792
NUMBER OF YA PROGRAMS 4 6 7 4 4 3 3
YA PROGRAM ATTENDANCE 21 44 92 40 37 43 30
NUMBER OF YA PASSIVE PROGRAMS 3 1 2 2 2 3 3
YA PASSIVE PROGRAM ATTENDANCE 83 40 29 67 64 59 50
YOUTH SUMMER/WINTER READING 468 handed out, 217 returned
NUMBER OF ADULT PROGRAMS 46 46 35 41 39 48 48
ADULT PROGRAM ATTENDANCE 349 389 226 303 414 431 438
NUMBER OF ADULT PASSIVE PROGRAMS 4 4 4 5 4 4 4
ADULT PASSIVE PROGRAM ATTENDANCE 45 57 55 126 60 85 66
ADULT SUMMER/WINTER READING 65
MEETING RM. RENTAL/COMMUNITY USE 6 3 5 9 4 8 4
MEETING ROOM USE:18 29 27 23 20 27 23
BOARD ROOM USE 15 14 7 7 14 12 15
STUDY ROOM USE 67 57 56 58 61 79 69
MUSEUM PASS 11 21 14 15 7 8 4
YOUTH COMPUTER SESSIONS 26 28 17 27 19 15 10
ADULT COMPUTER SESSIONS 214 228 209 276 210 212 211
YOUTH VOLUNTEER HOURS
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Strategic Planning Proposal for the
Yorkville Public Library
August 10, 2023
Schedule of Costs and Timeline updated November 16, 2023
Proposal submitted by:
Amanda E. Standerfer, Founder and Lead Consultant
Fast Forward Libraries LLC
712 Arlington Ct.
Champaign, IL 61820
217-821-2880
amanda@standerferconsulting.com
fastforwardlibraries.com
Yorkville Public Library 2
Contents
Cover Letter…………………………………………………………………………………………………………………….
3
Executive Summary………………………………………………………………………………………………………….
4
Your Strategic Plan Overview / Summary of Deliverables…………………………………………………
6
Key Personnel and Qualifications/Experience………………………………………………………………….
7-8
Work Plan………………………………………………………………………………………………………………………..
9-11
Exclusions or Exceptions…………………………………………………………………………………………………. 11
Schedule of Costs and Timeline……………………………………………………………………………………….
12-15
References……………………………………………………………………………………………………………………….
16
Client List………………………………………………………………………………………………………………………… 17
Yorkville Public Library 3
Cover Letter
I am pleased to submit this proposal to Yorkville Public Library (YPL) for strategic planning process facilitation
and consulting. I am the founder and lead consultant for Fast Forward Libraries LLC, a small consulting group
specializing in assisting libraries and nonprofits over the past 20 plus years with focused, flexible planning
processes to increase their performance and impact. Besides strategic planning, we assist organizations with
fundraising and development planning, capacity building/organizational development, staff training and team
building, data collection and analysis, and grant writing.
This proposal details a grounded research planning process that will result in a focused, actionable 3-5 year
strategic plan for YPL. The Fast Forward Libraries team has extensive experience working with public libraries,
and strives to be a neutral process facilitator and partner to maximize community and stakeholder input,
reflection, and learning so the resulting strategic plan is compelling, responsive, and focused. We are steeped in
organizational development methods and group dynamics, both essential elements of the strategic planning
process. We specialize in processes leading to a graphical one-page strategic plan (see examples provided),
which is vital for community and stakeholder communication and a visual reminder of the strategic direction
during the life of the plan.
The graphical one-page plan is supported by an annual activity plan to
guide the day-to-day management of the plan that roll up to the
established strategic directions, mission, and vision. Using Simon Sinek’s
“Golden Circle” (Why? How? What?) model and PLA’s new “Strategic
Planning for Public Libraries” by Joy L. Fuller1 as a framework for the
process, stakeholders at all levels find connection and purpose in the plan
which makes success achievable.
Each process we facilitate is customized to achieve shared goals. Helping
libraries develop their strengths and become learning organizations is our passion because libraries are the
anchor of democracy in our society and we need to evolve to respond to community needs in holistic ways that
honor the complexities of our society. Adopting the practices of a learning organization during the planning
process will equip YPL to be a flexible, nimble, and vital institution for decades to come.
It’s exciting that YPL is engaging in strategic planning and considering library impact in the community. Strategic
planning is a crucial development activity and will positively impact YPL for years to come. I think you will find
that our proposal closely aligns with your needs. Please do not hesitate to email or call with any questions. I
look forward to hearing from you!
Amanda E. Standerfer
Founder & Lead Consultant
1 Our client Indian Trails Public Library District in Wheeling, Illinois is heavily featured in this new publication.
Yorkville Public Library 4
Executive Summary
The Yorkville Public Library (YPL) seeks to engage in a collaborative, participatory planning process that will
result in a comprehensive 3-5 year strategic plan for the library. After the uncertainty of the last several years,
it’s a good time to celebrate success, assess what’s working, deepen community connections, and set a course
for the next three plus years. Using a fresh, streamlined strategic planning process, YPL can consider what
opportunities exist and how to evolve to increase impact in the community and broaden partnerships, especially
focusing on reaching underserved populations through an appreciative inquiry and grounded research approach.
To that end, this proposed learning-focused strategic planning process will result in a clear, adaptive plan that is
grounded in the library’s strengths to streamline decision-making and focus on impact.
In our approach, we use:
• Systems thinking - considering individual aspects of the library, how they interrelate, and what this
means for overall dynamics and potential levers for change.
• Design thinking - putting humans as the core of the library’s work.
• Adaptive action - the simple framework of what? so what? now what? grounds us in inquiry throughout
the process. By coming back to this framework throughout the process, we can be iterative in our
learning that will inform our final recommendations.
• Diversity, equity, and inclusion - DEI is a critical foundational framework that is applied throughout the
process.
The planning process is organized into three phases:
LEARN: Core to the planning process is learning. Learning requires research, information gathering, dialogue,
and analysis. A considerable amount of time is devoted to learning during this process—both internally within
the library, and externally out in the community—to help participants deeply connect with all things YPL. Our
role as process facilitators is to direct learning activities and to serve as a neutral guide during the process.
Internal learning: Board and Staff members will have several opportunities to participate in and contribute to
the strategic planning process during this phase including engaging in an environmental scan, SOAR (strengths,
opportunities, aspirations, results) analysis, and survey.
External learning: Community input (qualitative and quantitative) will be gathered in multiple ways (TBD based
on process design). We will concurrently engage in a community needs assessment process using focus groups
and interviews to gain a view of what’s on the minds of community members representing various stakeholders
and groups, especially focusing on non-users. At the same time, we will conduct a community survey to get
broad community input about library strengths and impact. In addition, we will compile data on community
demographics and community organization strategies to give additional context to the process. We will look for
strengths and connections to help Trustees and Staff consider YPL’s role in new ways.
At the end of this phase, we’ll summarize all data with findings in a Learning Report. The Learning Report is key
to informing the agenda for the DREAM phase of the process.
DREAM: During this phase, Trustees and Staff members will synthesize the learning and dream about the future
during retreat sessions. The retreat sessions allow for dedicated time and space to step back and think
strategically, working through ideas together to build strategic plan elements. In addition, we’ll review (and
update if needed) the current vision and mission statements.
DO: Finally, the plan will start to take shape, and we’ll spend time during this phase developing and revising
documents and graphics that make the plan come to life. We’ll develop an activity plan that will guide
Yorkville Public Library 5
implementation over the life of the plan and help YPL think about the plan’s narrative and milestones. We’ll also
develop an evaluation framework and talk about reporting structures to communicate success to stakeholders
and the community.
The final product will be a comprehensive, data-driven, outcome-focused strategic plan with an accompanying
one-page graphical version. The plan will be realistic in scope and includes a recommended activity plan draft
with an evaluation framework. Committing to this process and way of operating will require clear
communication and buy-in from Staff and the Board. The results will unify and energize all involved!
A Note on COVID-19
Planning always comes with unique challenges and opportunities for the organizations involved. Current events
dictate further complications with renewed efforts to fight COVID-19 and its variants. As such, this plan relies on
gathering community, staff, and stakeholder aspirations, wants, and needs using a hybrid of virtual engagement
tools and, should conditions allow, in-person methods.
With extensive experience in virtual community engagement and collection of qualitative data, the consultants
of Fast Forward Libraries can confidently deliver virtual engagement and planning activities when necessary. In
our experience, there is no substitute for in-person conversations and engagement. However, virtual options
remove some barriers and allow for collection of ideas and opinions from a more diverse pool of community
members and stakeholders. When it is safe for communities and stakeholders to gather in person, our
consultants will be there to lead activities. Ideally, a hybrid virtual/in-person approach will be adopted
regardless of the effects of COVID-19.
Yorkville Public Library 6
Your Strategic Plan Overview / Summary of Deliverables
Deliverable Purpose
Learning Report
• Comprehensive report of all data gathered during
the initial phase of the planning process.
• Provides analysis and findings that helps Staff
members and Trustees build strategic plan
elements.
• Key tool for informing strategic planning
process.
Summary to provide community members
and stakeholders as support for strategic plan
elements.
One-page Graphical Plan
• High-level graphical version of the strategic plan.
• Quick reference for:
o Vision
o Mission
o Strategic Directions
o Goals
• For communication about strategic direction.
• Use in library (as a flyer and poster), on
website, and in publications.
• Use in Board reports as reminder of high-
level strategy.
• Use in staff areas as reminder of high-level
strategy.
• Use with library users/the community in
publications and at meetings as a reminder of
high-level strategy.
Strategic Plan Document
• This is the expanded, more traditional text-heavy
strategic planning document for Board approval.
• It provides additional context and detail about the
planning process and other plan components.
• Use on your website as the “full plan” for
community/stakeholders to review.
Staff should have access to this document so
they can understand their role in
implementation.
Implementation Elements: Activity Plan and Evaluation
Framework
• The activity plan is an internal document for staff
members to use when planning annual activities that
will help meet the plan goals, timeline, and staff
responsibilities for the activity.
• The activity plan can also be used for internal
updates/reports to streamline strategic plan
management.
• The activity plan changes and is updated annually by
staff.
• The evaluation framework breaks down which
metrics will show progress for each goal.
• Staff use the activity plan to detail annual
activities and accomplishments.
• The activity plan can also be used to set
individual performance goals.
• The activity plan can be used to develop
progress reporting using template.
• Evaluation framework, aligned with goals,
helps stakeholders understand metrics that
show strategic plan success.
Yorkville Public Library 7
Key Personnel and Qualifications/Experience
Amanda E. Standerfer, MA, MLIS
Amanda’s passion is helping libraries and nonprofit organizations advance so they can create
meaningful impact in their communities. Since 2002, Amanda has served as a consultant and
facilitator, working with libraries, nonprofits, and small businesses on strategic planning,
fundraising, organizational development, and capacity building (operating as a sole proprietor
until formalizing as Fast Forward Libraries LLC in early 2022). Recent clients include PrairieCat
(library consortium in Illinois), Indian Trails Public Library District (Wheeling, IL), and Spring
Lake District Library (MI).
Amanda was most recently the Director of Community Engagement for The Urbana (IL) Free Library. She’s spent
about half of her career working in philanthropy (as Program Officer for The Lumpkin Family Foundation based
in Mattoon, IL and as Program Director with the Southeastern Illinois Community Foundation, serving Effingham
and Mattoon, IL) and the other half in libraries (as Head of the Adult Division at the Decatur (IL) Public Library
and as Director of the Helen Matthes Library in Effingham, IL). She loves melding her library and philanthropy
knowledge – a self-proclaimed “philanthro-brarian.”
Amanda has twice been elected to the Board of the Illinois Library Association (ILA), most recently completing a
three-year term in 2016. Amanda was also selected as a member of the first class of Synergy: The Illinois Library
Leadership Initiative and one of only two librarians ever selected for participation in Leadership Illinois.
Amanda holds a B.A. and an M.A. in history from Eastern Illinois University and an M.S. in library and
information science from the University of Illinois at Urbana-Champaign. You can find out more about Amanda
on LinkedIn.
Amanda is the lead consultant for this project and will manage all aspects of the process.
Laura Huddleston, MLIS
Laura Huddleston is an associate consultant with Fast Forward Libraries. She has a special interest in
the “how” of public libraries and loves to learn about ways they can thrive to benefit patrons and
communities.
For ten years, Laura led the children’s department at the Mattoon Public Library perfecting a few
story time voices and the ability to find a title based on a two-word description. During her tenure, Laura
managed collection development, various school/public collaborations, and all children's programming. She
helped design and launch the MPL’s inaugural Book Buggy mobile library to reach underserved youth and
piloted the First Grade, First Card program to bring library cards to local first-graders. Laura served on the ISLMA
Monarch Award Committee and received a 20 Under 40 Award from the Mattoon Journal Gazette for
contributions to her community.
Laura recently served as Program Officer for Community Outreach and Organizational Learning at the Lumpkin
Family Foundation where she led new efforts in trust-based philanthropy, impact evaluation, and organizational
learning including a facilitated EDI process for board and staff.
Laura currently serves as a trustee of the Mattoon Public Library and as a community advisor for the Coles
County Peace and Justice Fund. She holds a BA in Spanish and secondary education from Eastern Illinois
University and an MLIS from Indiana University.
Yorkville Public Library 8
Laura is the project manager, providing research and logistical support, supports community input elements,
and manages the development of the Learning Report.
Sarah Forbes, PhD.
Dr. Sarah Forbes is the founding Director of Student Academic Success at Rose-Hulman Institute of
Technology, helping students to discover new strategies to achieve their academic goals. Prior to this,
Sarah spent 10 years as the Director of Data Management and Reporting. Her role in the Office of
Institutional Research, Planning and Assessment was to manage data collection and reporting to all
functional units on campus as well as to external constituents. She also served as a liaison between
Academic Affairs and Enterprise Information Technology, helping each group to identify their needs
and streamline both data entry and reporting processes.
Prior to working at Rose-Hulman, Sarah worked at the Helen Matthes Library in Effingham, Illinois. There she
focused on marketing, outreach, and adult education.
In her spare time, Sarah serves as a research consultant to non-profit organizations. Sarah earned a B.A. in
Psychology from McKendree University, an M.A. in Experimental Psychology from Indiana State University, and a
Ph.D. in Curriculum and Instruction from Indiana State University.
Sarah assists with community survey development and compiles data for the Learning Report.
Jennie Grace, BFA
Jennie Grace is the Graphic & Web Designer for The Urbana (IL) Free Library, a position she’s held
since 2007. Jennie holds a BFA in graphic design from Eastern Illinois University.
Jennie creates the one-page plan document.
Yorkville Public Library 9
Work Plan
Phase I: LEARN
The first phase of the strategic planning process is the longest and the most
important! During this phase, we’ll spend time gathering data internally and
externally to inform the strategic planning process.
Form the Planning Team: First, we will establish the Planning Team (5-7 staff and
Trustees) to work with Amanda to guide and manage the planning process. The
Team meets regularly throughout the process (as a group and via email) to give input
about various aspects of the process and to edit/refine process/plan documents. To
get started, we’ll hold a kick off meeting to finalize the timeline, get some initial
input, and start planning the community survey and focus groups/interviews. The
Planning Team with gather internal and external documents to inform the process,
like library data, evaluation reports, previous strategic plan reports, community
demographic data, and strategic plans for other community organizations.
Board & Staff Process Orientation & Input: It is key to generate excitement about the process with the Board
and Staff and to involve them early in the process. To do this, we’ll focus inward. Amanda will hold sessions with
the Board and Staff to get them oriented to the strategic planning process and conduct an environmental scan,
SOAR analysis (similar to a SWOT, but with an appreciative inquiry lens focusing on strengths, opportunities,
aspirations, and results), and get input on what else we need to learn as part of the process. Paired with these
sessions is a Board and Staff Survey to get insight into the library’s working culture to start identifying strengths
and gaps.
Community Needs Assessment Focus Groups & Interviews: To gather input from non-users, we will use a
needs assessment approach. It is key to reach out to community stakeholders and groups working with
underserved populations to ask for their assistance in organizing specific focus groups and encouraging
participation in the process. These focus groups and interviews will give vital input into the process related to
overarching community concerns that the library needs to consider during the planning process.
Gather Community Feedback & Conduct Research: At the same time as the community needs assessment
process, we’ll gather community and stakeholder feedback via a survey. The community survey is key to gaining
a broad understanding YPL’s current state, strengths, and potential future direction from community members
that care about the future of the library. Amanda will develop the community survey (edited and approved by
the Planning Team) to get qualitative and quantitative input on:
1. Awareness of Library Services – How aware are respondents of the various library services? Where
do they learn about what’s going on at the library? (This data can be benchmarked for future
evaluations.)
2. Value and Satisfaction – What aspects of YPL’s work do respondents value the most? Are they
satisfied with YPL’s work? (This data can be benchmarked for future evaluations.)
3. Community Needs – What are top community needs? How might the library address these needs?
4. Future Focus – What’s important going forward? What are YPL’s strengths? How should YPL
measure success?
5. Other relevant questions – Operating hours? Facilities? Accessibility? Support of a future
referendum? TBD by the Planning Team
Yorkville Public Library 10
In addition, we’ll compile community demographic data and complete a scan of community organization
strategic plans to identify needs, opportunities, and gaps.
At the end of this phase, Amanda, Sarah, and Laura (with assistance from library staff) will gather all information
into a Learning Report. The Learning Report will identify library strengths and provide findings that will ground
the Board and staff retreats in the next phase.
Deliverables: Finalized planning process timeline with meeting dates. Learning Report that includes
analysis and findings from information gathered/reviewed, survey, focus groups, and
interviews. Regular check-ins with Library Director.
Timeframe: September – December 2023
Phase II: DREAM
This phase starts with a Planning Team meeting to review the Learning Report and plan for the Board and staff
retreats.
Board Retreat Session: The 3-hour Board retreat will focus on reviewing learning and dreaming about the
future. During the retreat, we’ll get the Board up to speed on the planning process, review and discuss the
Learning Report, review and update the vision, mission, affirm strategic directions, and set plan goals. During
the session, the Board will also talk about possible activities that will help achieve plan goals. We’ll use our time
to critically think about what’s most important for YPL, including new services that will address priorities,
services to discontinue, capacity building strategies, methods of outreach that might attract underserved
populations, and funding implications.
Staff Retreat Session(s): During this phase, we’ll also hold a 3-hour staff retreat (or multiple, shorter retreats to
maximize staff participation) to also share the Learning Report and dream about the next 3 years. Staff will
spend time brainstorming activities that will help achieve plan goals. This input is valuable to the activity plan
that will guide implementation. (Note: While it’s best to have the Board retreat before the staff retreat, we are
flexible with the timeline for these sessions as which retreat is held first is not critical for the overall
development of the plan.)
It’s important that everyone feel engaged at the retreats and that their perspectives are expressed and
respected, so the facilitation will be flexible to accommodate for multiple input methods. At the end of the
sessions, participants will feel confident that YPL is on the right track for transformative change, rooted in
strategies for equity, innovation, and flexibility in the delivery of library services.
The final piece of this phase is another Planning Team meeting to debrief on the retreats and discuss a draft
strategic plan outline.
Deliverables: Board and staff retreat sessions. Strategic plan outline. Regular check-ins with Library
Director.
Timeframe: January – March 2024
Phase III: DO
In this phase, we’ll draft and revise the various plan documents. Amanda, Laura, and Jennie will prepare drafts
of the graphical and written versions of the plan and the activity plan. The Planning Team will review and edit
the drafts. In addition, we will share the drafts with key staff and stakeholders for feedback.
Yorkville Public Library 11
After Planning Team review, we’ll present the draft plan documents to the Board for final comment/revisions.
This session will allow the Board to clarify next steps and discuss an implementation and communication
strategy for the plan.
After the Board session, Amanda will make revisions and present final plan documents for approval. Final
implementation steps, like finalizing the activity plan, and developing the evaluation framework will take place
with the Planning Team around the time of Board approval to move from strategic planning to implementation.
Deliverables: All draft plan documents approximately one month after the retreat sessions with final
documents presented a month after presentation of the drafts. Regular check-ins with
Library Director.
Timeframe: March – April 2024
Phase IV: IMPLEMENTATION
Transitioning from the planning process to implementation is critical and often where the library’s management
team gets stuck. Without a clear plan of how to transition to implementation, a strategic plan can get set aside
and the momentum of the planning process is lost. We recommend reading “Managing Transitions: Making the
Most of Change” by William Bridges for guidance during this period. Amanda is also available for transition
coaching support for the Library Director or staff teams working on implementation plans.
Exclusions or Exceptions
Fast Forward Libraries is pleased to offer Spanish translation of the community survey for an additional fee (see
the Work Plan). Unfortunately, at this time, no other languages are available.
Fast Forward Libraries excludes any interpretation service related to the focus groups or interviews. The library
is responsible to provide any on-site interpretation services required.
Fast Forward Libraries excludes any cost related to the printing and/or mailing of the community survey. A
print-ready version of the survey will be provided upon survey launch and the library can print and distribute
this version at the library and throughout the community. While a mailed survey is not recommended, the
library may choose to print and mail the survey at their own expense. The library might want to consider a
postcard mailing to the community to inform them about the online survey (this type of mailing is less costly and
has been effective in other communities). Fast Forward Libraries would advise the library during this process,
but not be responsible for any cost associated with the final product. In addition, the library is responsible for
entering all printed surveys into Survey Monkey.
Yorkville Public Library 12
Schedule of Costs and Timeline
Phase I: LEARN
Goal: To finalize the planning process and receive community/stakeholder feedback that will inform the strategic planning process.
What Who When/Duration Cost
Planning Team Kick-Off Meeting: Review process and timeline, discuss
information gathering needs, and initial information gathering.
Amanda and
Planning Team
February 2024
2 hours preparation
2-hour meeting (via Zoom
videoconference)
1 hour follow-up
$500
Community Survey Development and Administration: Develop survey
instrument and refine with Planning Team. Administer and monitor
survey with Planning Team assistance with link distribution.
*Print survey available for distribution. Library staff enter responses.
**Mailed survey not recommended. Mailing cost not included.
***Spanish translation of SurveyMonkey version of the community
survey is available for $1,500. This includes a paper version of the survey
for the library to print on-demand.
Amanda, Laura,
and Sarah with
assistance from
Planning Team
February – March 2024
20 hours survey development
10 hours survey
administration/monitoring
Email/phone meeting(s) as needed
$3,000
Library Sector Trends Research: Review trends for cohort of similar size
libraries in Illinois and US to include in the Learning Report.
Laura March 2024
10 hours
$1,000
Initial Board and Staff sessions: Conduct environmental scan, SOAR
analysis, and get input on vision and mission.
Amanda
March 2024
4 hours preparation
1.5-hour session with Board (via Zoom
videoconference)
1-hour session with staff (via Zoom, may
need multiple staff sessions)
2 hours follow-up
$1,000
Yorkville Public Library 13
Board and Staff Survey: Develop and administer survey/s as approved
by Planning team specific to internal feedback, especially related to
future training needs of staff.
Amanda and
Laura with
assistance from
Planning Team
April 2024
8 hours survey development,
administration, and monitoring
$800
Community Needs Assessment – Focus Groups and Interviews: 3 focus
group sessions (one-hour each, in-person) and up to 6 interviews (15-30
minutes each, via phone), develop focus group/interview questions,
review agenda with Planning Team, compile notes.
Fast Forward
Libraries Team
Member TBD
(likely Cindy
Fesemyer) (with
logistical
assistance from
Planning Team)
April 2024
2 hours preparation
3 1-hour sessions (in-person)
6 15-30-minute interviews
4 hours notes/reporting
1 day on-site
$3,000
Learning Report: Develop report that analyzes and synthesizes all
information gathered (including library and community data supplied by
library staff).
Amanda and
Laura with
editing assistance
from Planning
Team
May 2024
30 hours learning report
$3,000
Phase I total (inclusive of supplies and travel): $12,300
Yorkville Public Library 14
Phase II: DREAM
Goal: To report learning to the Board and staff and build plan elements at retreat sessions.
What Who When/Duration Cost
Planning Meeting: Review Learning Report and prepare for Board and staff retreats.
Amanda and
Planning Team
May 2024
1 hour preparation
1-hour meeting (via Zoom
videoconference)
1 hour follow-up
$300
Board Retreat Session: 3-hour, in-person session with Board to review learning and
develop strategic plan elements.
Amanda June or July 2024
4 hours preparation
3-hour meeting with Board
2 hours follow-up
1 day on-site
$3,000
Staff Retreat Session: 3-hour, in-person session (if gathering all staff in one meeting
is not possible, we can hold multiple, shorter sessions to maximize participation)
with staff to review learning, review strategic plan elements, and brainstorm
activities to achieve plan goals.
*To keep travel costs low, the Board and staff retreat sessions will be held on
consecutive days.
Amanda June or July 2024
4 hours preparation
3-hour meeting with staff
2 hours follow-up
1 day on-site
$3,000
Planning Team Debrief Meeting: Check-in with Planning Team to review strategic
plan outline document.
Deliverable: Strategic plan outline.
Amanda and
Planning Team
July or August 2024
4 hours preparation
1-hour meeting (via Zoom
videoconference)
1 hour follow-up
$600
Phase II total (inclusive of supplies and travel): $6,900
Yorkville Public Library 15
Phase III: DO
Goal: To develop and refine all plan documents, develop activity plan aligned with evaluation framework, and prepare for plan approval.
What Who When/Duration Cost
Document Development: Develop graphical and written plan for review by Board.
Deliverable: Draft plan documents for Board review.
Amanda and Laura August 2024
30 hours
$3,000
Board Meeting: Meeting with Board to review all plan documents and make final
revisions.
Deliverable: Final plan documents for Board approval.
Amanda with Board August or September
2024
2 hours preparation
1 hour meeting with
Board (via Zoom)
2 hours follow-up
$500
Activity Plan and Evaluation Framework: Develop draft documents for review by
Director/Planning Team.
Deliverable: Draft evaluation framework.
Amanda and Director/
Planning Team
September 2024
1-hour meeting with
Director/staff
6 hours document
development
$700
Phase III total (inclusive of supplies): $4,200
Grand total: (inclusive of supplies and travel): $23,400
Yorkville Public Library 16
References
Mr. Brian Shepard
Executive Director
Indian Trails Public Library District
Wheeling, IL
847-279-2202
bshepard@indiantrailslibrary.org
Facilitated comprehensive strategic planning
process for public library serving 67,000
residents.
Ms. Carolyn Coulter
LLSAP Services Manager / Director
PrairieCat (Illinois)
309-623-4176
carolyn.coulter@railslibraries.info
Provided strategic planning facilitation for multi-
type library automation consortium.
Ms. Donna Richards
Board President
Pollard Memorial Library
Lowell, MA
978-502-7373
Donna.S.Richards@gmail.com
Provided facilitation for strategic planning
process for public library serving 111,306
residents.
Ms. Ann Hokanson
Executive Director
Traverse des Sioux Library System
Minnesota Multicounty Multitype Library Systems
Coordinating Council
833-837-5422 x. 700
ahokanson@tds.lib.mn.us
Provided facilitation for seven multicounty
multitype library systems across Minnesota to
create the group’s first member-informed, joint
strategic plan.
I am happy to provide contact information for any client listed on the following page – just ask!
Yorkville Public Library 17
Client List
Library Strategic Planning:
• Allegan District Library (MI)
• Athens Regional Library System (GA)
• Bellwood Public Library (IL)
• Bensenville Community Public Library (IL)
• Black River Falls Public Library (WI)
• Bloomfield Township Library (MI)
• Carlock Public Library District (IL)
• Cary Area Public Library District (IL)
• Chillicothe Public Library District (IL)
• Cheltenham Township Library System (PA)
• Crystal Lake Public Library (IL)
• Des Plaines Public Library (IL) (department-level
strategic planning)
• Duluth Public Library (MN) – Every Child Ready Duluth
Initiative
• Dunlap Public Library District (IL)
• Elk Grove Village Public Library (IL)
• El Paso District Library (IL)
• Farmington Community Library (MI)
• Fondulac District Library (IL)
• Fossil Ridge Public Library District (IL)
• Fountaindale Public Library District (Bolingbrook, IL)
• Franklin Public Library (MI)
• Helen Plum Library (Lombard, IL)
• Highland Park Public Library (IL)
• Hollis Social Library (NH)
• Holly Township Public Library (MI)
• Indian Prairie District Public Library (Metamora, IL)
• Indian Trails Public Library District (Wheeling, IL)
• Kewanee Public Library (IL)
• LACONI (continuing education consortium in northern
Illinois)
• La Grange Public Library (IL)
• Lakeland Library Cooperative (ILS only) (Grand Rapids,
MI)
• Lake Villa District Library (IL)
• Lapeer District Library (MI)
• LibraryLinkNJ
• Mahomet Public Library (IL)
• Minnesota Library Association
• Minnesota Multicounty Multitype Library Systems
• Mt. Zion Public Library District (IL)
• Nashua Public Library (NH)
• Norfolk Public Library (NE) Palatine Public Library
District (IL)
• Orien Township Public Library (MI)
• Oswego Public Library (NY)
• Otsego District Public Library (MI)
• Paw Paw District Library (MI)
• Peter White Public Library (MI)
• Pinnacle Library Cooperative (IL)
• Plainfield Public Library District (IL)
Library Strategic Planning (con’t):
• Pollard Memorial Library (Lowell, MA)
• Portage District Library (MI)
• PrairieCat ILS (northern IL)
• Prairielands Library Exchange (MN)
• Resource Sharing Alliance NFP (central IL)
• Richland Community Library (MI)
• River Forest Public Library (IL)
• River Valley Public Library District (IL)
• Round Lake Area Public Library District (IL)
• Santa Clara City Library (CA)
• Schaumburg Township District Library (IL)
• Southwest Michigan Library Cooperative (MI)
• Spring Lake District Library (MI)
• Three Rivers Public Library District (Minooka, IL)
• Tippecanoe County Public Library (Lafayette, IN)
• Traverse des Sioux Regional Library System (MN)
• The Urbana Free Library (IL)
• Utah Library Association
• Viking Library System (MN)
Library Organizational Capacity Building:
• Addison Public Library (IL) (culture code)
• Broadview Public Library District (IL, community
survey)
• Elmhurst College (IL) (Staff retreat)
• Grayslake Area Public Library District (IL) (unified
service desk reorganization)
• Grayslake Area Public Library District Foundation (IL)
(capacity building)
• Helen Plum Library (Lombard, IL) (culture code)
• Indian Prairie Public Library (IL) (Board and Staff
retreat facilitation)
• Indian Trails Public Library District Foundation
(Wheeling, IL) (fundraising planning)
• Lillie M. Evans Public Library District (Princeville, IL,
focus groups)
• Mahomet Public Library (IL) (fundraising planning)
• Palatine Public Library District (IL) (culture code)
Library Training, Workshop, Webinar, or Coaching:
• Alaska State Library DirLead (director’s retreat)
• Bloomington Public Library (IL) (fundraising capacity
building)
• Fast Forward Library Leadership Cohort (leadership
development program – two sessions annually)
• Herrick District Library (MI) (facilitation)
• Illinois Library Association (Trustee Day programs)
• InfoPeople (webinar)
• LACONI consortium in northern IL (strategic planning
workshop)
• Next Level Library Leadership Institute (FL) (coaching)
• Reaching Across Illinois Library System (webinar)
Yorkville Public Library 18
LSTA 5-year Evaluation Projects:
Idaho Commission for Libraries (2021)
Nonprofits (strategic planning facilitation unless noted):
• Champaign County Design and Conservation
Foundation (IL)
• Coles County Habitat for Humanity (Charleston, IL,
board retreat)
• Coles County United Way (Mattoon, IL, board
reorganization and strategic planning)
• Effingham County Museum (IL)
• Family Service of Lake County (IL)
• Fit-2-Serve (Mattoon, IL)
• Illinois Environmental Council / Education Fund
• Illinois Stewardship Alliance (Springfield, IL)
• The James Project (Springfield, IL)
• Kidzeum (Springfield, IL)
• Lincoln Memorial Garden (Springfield, IL)
• Mid Illinois Big Brothers Big Sisters (Effingham, IL
division)
• Sugar Grove Nature Center (IL)
• Sullivan Chamber and Economic Development (IL,
board retreat and strategic planning)
Per Capita Grant Annual Checklist
Serving Our Public 4.0 Checklists Page 5 of 10
Chapter 7 - Collection Management
1. The library board of trustees ensures that the library has a publicly funded budget to purchase
materials.
2. The minimum annual expenditure for materials for any size library should be a minimum of 8 to 12
percent of the operating budget. Library budgets should put priority on purchasing materials that best
serve their community.
3. The library has a written collection development policy approved by the board.
4. Materials are cataloged according to standard library practices utilizing MARC 21, AACR2 Rules,
Sears/LC subject headings, and RDA.
5. Library collections are evaluated annually to measure the effectiveness of community use of the
collection and weeded if deemed appropriate.
6. The library considers forming a cooperative collection plan with other libraries in close proximity to one
another.
7. The library strives to complement its print collection by purchasing electronic materials and making
them available to patrons through a variety of methods.
8. The library publicizes and promotes interlibrary loan to its patrons.
9. 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
1. 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.
2. Library resources, information, and expertise are available via interlibrary loan, reciprocal borrowing,
and other formal cooperative agreements; and the library participates in system delivery.
3. The library abides by the ILLINET Interlibrary Loan Code as well as other formal regional/consortial
agreements.
4. 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.
5. The library, in cooperation with regional library systems and the Illinois State Library, promotes
statewide tax-supported public library service for every Illinois resident.
6. 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 Services
1. All basic services are available when the library is open.
2. The library has a reference service policy.
3. The library provides staff trained in reference service to meet the needs of patrons who have
challenges with disabilities, language, and literacy.
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4. The library participates in interlibrary loan and resource sharing to help provide accurate and timely
reference service.
5. The library is aware of the importance of accuracy in reference service and relies on information
sources of demonstrated currency and authority.
6. 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.
7. The library provides easy access to accurate and up-to-date community information.
8. 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.
9. The library provides access to local ordinances or codes of all municipalities within its service
boundaries.
10. The library provides access to local and state maps.
11. 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.
12. The library provides voter information, including precinct boundaries and location of polling places.
13. The library provides information about local history and events.
14. The library has at least one current reference resource for each subject area.
15. 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.
16. Staff members are encouraged to attend at least one relevant continuing education event each year.
17. The library evaluates its reference service on an annual basis.
Reader’s Advisory Service
1. All basic services are available when the library is open.
2. The library has competently trained staff that has thorough knowledge of popular authors and titles.
3. The library maintains a well-rounded collection of both fiction and nonfiction titles.
4. The library participates in interlibrary loan and resource sharing to help provide accurate and timely
reader’s advisory service.
5. The library maintains a basic collection of reader’s advisory reference materials.
6. All staff members attend at least one relevant continuing education event each year.
7. Staff members who are responsible for reader’s advisory service in their library [strive to] join at least
one community organization, club, or council.
8. Staff members who are responsible for reader’s advisory service in their library attend at least one
workshop, reading roundtable, or continuing education event.
9. The library accepts and responds to reader’s advisory requests received in person, on the phone, or
electronically.
Chapter 10 - Programming
1. Library programs are provided free of charge, or on a cost recovery basis.
2. Library programs are located in a physically accessible location.
3. 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.
4. 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.
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Serving Our Public 4.0 Checklists Page 7 of 10
5. The library presents educational, cultural, and recreational programs that reflect community needs and
interests.
6. 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.
7. The library provides outreach programs to specific populations who cannot visit the library.
8. The library has programming that seeks to serve children and their caregivers.
9. The library has programming that seeks to serve young adults.
10. The library has programming that seeks to serve adults and senior citizens.
11. The library provides programs on library instruction for all ages. This includes online catalog and online
database training opportunities.
12. The library is encouraged to partner with other organizations to offer programs.
Chapter 11 - Youth/Young Adult Services
1. All basic youth services are available when the library is open.
2. The library provides staff trained in serving youth.
3. 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.
4. The library actively promotes respect for diversity and creates an inclusive, welcoming, and respectful
library atmosphere for all patrons.
5. The library provides staff trained in assisting youth with disabilities, language, and literacy barriers.
6. The library provides staff trained to assist youth with adaptive equipment and software as needed to
for accessibility of resources.
7. The library strives to eliminate barriers of service for youth, including regularly reviewing any content
restrictions, library card requirements, and Internet policies.
8. 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.
9. The library provides programming for youth which is developmentally appropriate and meets the needs
of the community.
10. The library’s programming is designed to reflect the needs and interests of youth in the community.
11. Library programs are provided free of charge or on a cost-recovery basis.
12. The library makes provisions that enable persons with disabilities to attend programming and lists these
provisions with other programming information.
13. 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.
14. The library strives to partner with youth-facing organizations in the community.
15. The library provides youth with research and information literacy instruction through tours, training
sessions, and one-on-one interactions.
16. The library has staff who have knowledge of popular authors, titles, and resources to provide these
services.
17. Youth staff have access to a telephone and computer to receive and respond to requests for
information and to contact other agencies.
18. Youth staff responsible for collection management have access to review journals and tools specifically
targeting youth materials.
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19. The library includes at least one current resource created and intended for youth for each subject area.
Electronic resources also fulfill this requirement.
20. The library provides computer access for all youth and provides guidance on digital literacy and
technology use to youth.
21. The library provides outreach services towards youth to increase awareness of services, attract new
users, and reach underserved populations.
22. The library strives to partner with and support local schools, including private schools and
homeschoolers.
23. 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.
24. The library provides a space specifically for use by children and families.
25. The shelving used for housing children’s materials is appropriately sized to allow for easier access.
26. The library provides early literacy programming, including regular story time, for children and families.
27. The library provides programming which facilitates play and fun for children and families.
28. The library provides toys and interactive materials for use in the library, during programs, and/or at
home that facilitate play, fun, and imagination.
29. The library provides a summer reading opportunity to encourage reading and learning during the
summer.
30. The library provides a welcoming environment for young adults both individually and in groups.
31. The library provides developmentally appropriate programming for young adults that encourage self-
identity and positive interactions while providing opportunities to socialize and have fun.
32. The library provides materials both physical and digital for young adults that are intended for them.
33. 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.
Chapter 12 - Technology
1. Based on local technology planning, the library ensures adequate technological access and maintains
appropriate hardware/software that effectively accommodates both library operations and patron
need.
2. The library has:
a. a telephone, with a listing in the phone book;
b. a telephone voice mail and/or answering machine;
c. a fax and/or scanner;
d. a photocopier;
e. effective Internet access with sufficient capacity to meet the needs of both the staff and the
public;
f. library and/or departmental email accounts for patron communication with the library (the
library email account is reviewed and responded to during library hours);
g. an Americans with Disabilities Act (ADA) compliant library website that is updated at least
monthly;
h. up-to-date computers for staff and public access with sufficient capacity to meet needs;
i. up-to-date printers for staff and public access with sufficient capacity to meet needs;
j. up-to-date antivirus and Internet security software protection installed on every library
computer;
k. up-to-date Internet browsers, web applications, and plug-ins;
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l. a valid email address, accessible via the library’s website, for the library administrator; and
m. a website that includes basic library information such as hours, location, contact, official name
of library, and content required by the Open Meetings Act.
3. The library provides a sufficient number of patron-accessible workstations/devices on a per capita
basis.
4. The wait time for patron workstations does not exceed 15 to 30 minutes.
5. The library annually evaluates and, if necessary, updates its Internet connectivity options for service
impact and cost-effectiveness.
6. The library provides 24/7 remote access to library services and resources through:
7. a web-accessible library catalog;
8. an Americans with Disabilities Act (ADA) compliant library website that is updated at least monthly;
9. appropriate regional, state, national, and international bibliographic databases;
10. other authenticated electronic resources that are available for direct patron use; and
11. virtual reference service, and/or text messaging services, and/or a library email account.
12. The library staff must be:
a. computer literate;
b. trained to use and assist patrons in the use of electronic resources and materials; and
c. accessible via email and/or through messaging services.
13. The library provides or partners with other community agencies to offer its patrons instruction
(workshops, classes) in the use of computers, email, productivity software, and the Internet.
14. The library provides web links and access to regional and/or statewide initiatives including:
a. regional library system consortial web-based catalogs;
b. the CARLI academic library catalog (I-Share)
c. Illinois State Library-sponsored databases/e-resources; other electronic collections as available;
and
d. virtual reference service.
15. As an equal partner in resource sharing, the library inputs and makes its collection holdings accessible
for resource sharing within a regional, statewide, national, and/or international database.
16. The library has a board-adopted Internet acceptable use policy.
17. The Internet acceptable use policy is reviewed annually.
18. The library budgets for ongoing technology needs including but not limited to: hardware and software
purchases, upgrades, ongoing maintenance, services, and connectivity.
19. The library maintains, troubleshoots, repairs, and replaces computer hardware and software. This
ongoing maintenance is handled by trained library staff and/or via a contractual service agreement with
an appropriate service provider.
20. The library develops and updates, at regular intervals, a long-range/strategic plan for its future
technology needs. The plan is based on community needs and priorities.
21. The library continuously strives to improve its technological services, resources, and access. An ongoing
planning cycle includes a needs assessment that examines current and emerging technologies and
service enhancements including but not limited to:
a. wireless access (Wi-Fi);
b. Internet connectivity upgrades sufficient for patron and staff use;
c. networking (local area vs. wide area);
d. library Intranet;
Per Capita Grant Annual Checklist
Serving Our Public 4.0 Checklists Page 10 of 10
e. an Americans with Disabilities Act (ADA) compliant library website that is updated at least
monthly, highlights library services and programs, includes hyperlinks, is mobile compatible, and
is interactive;
f. patron self-checkout functionality;
g. new technologies/potential services; for example, social networking, makerspace, and mobile
apps;
h. current and functional meeting room technology;
i. adaptive technologies that accommodate service needs for persons with disabilities and special
populations, including but not limited to: accessible computer hardware, deaf interpreters,
language translators, open captioning; and
j. ongoing staff continuing education/training related to all aspects of technological services.
22. The library protects the integrity, safety, and security of its technological environment.
23. The library’s automated catalog and its components comply with current state, national, and
international standards.
24. The library is aware of E-rate discounts (telecommunications/connectivity services and/or Internet
access) as available through the Schools and Libraries Program of the Universal Service Fund,
administered by the Universal Service Administrative Company (USAC) under the direction of the
Federal Communications Commission (FCC).
Chapter 13 - Marketing, Promotion, and Collaboration
1. The library has a communications plan that supports the library’s long-range/strategic plan.
2. The library staff and trustees participate in two or more cooperative activities with other community
organizations.
3. The library’s services and programs are promoted in the community. Check the applicable publicity
methods.
a. flyers
b. brochures
c. website
d. newsletter
e. posters
f. banners
g. displays
h. podcasting
i. presentations
j. speeches
k. billboards
l. other
4. The library maintains at least one social media account.
5. The library invites local, state, and federal officials to visit the library.
6. The library’s website is updated at least monthly.
7. The board, administration, and staff conduct an annual library walk-through.
8. The board, administration, and appropriate staff visit other libraries.
9. The budget includes funds for public relations and marketing activities.
10. The library’s promotional methods and services are ADA compliant.
11. A designated staff member coordinates the library’s marketing efforts.
12. The library’s staff receives customer service and marketing training.
13. The library’s orientation for staff and trustees includes the library’s public relations, customer service
philosophy, library history, funding sources, and long-range/strategic plan.
14. The library surveys patrons and the community to judge awareness of the library’s programs and
services.