january 18, 2007 welcome to: filing your state annual report january 18, 2007 10:00 a.m. cheryl...
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January 18, 2007
Welcome to: Filing Your State Annual
Report
January 18, 2007
10:00 a.m.
Cheryl Becker, South Central Library
System
January 18, 2007
Don’t Panic!
from IMDB
January 18, 2007
Annual Reports and Movies
January 18, 2007
Today’s Script
• Why we do Annual Reports
• Getting started and deadlines
• The online form
• Gathering the information you need
• Changes since last year
• Putting it all together
January 18, 2007
Why do I have to do an annual report?
• You should—it’s the law.
• Wisc. Stats. 43.58 (6)
• Library Board Powers and Duties
Frankly, my dear, I don’t give a damn.
January 18, 2007
It’s the law!
• Wisc. Stats. 43.58 (6)
“Within 60 days after the conclusion of the fiscal year. . . The library board shall make a report to the division and its governing body. . . . ”
From IMDB
January 18, 2007
I coulda been a contender!
• Use the statistics from your report to be a contender.
• Statistics are powerful information to – Report to your board– Support budget requests– Assist with building/space planning– And more
January 18, 2007
Libraries reporting same things in same ways
• Lets you make comparisons: – Year to Year (compare your library to itself)– Library to Library (compare your library to other
libraries)
• Wisconsin Public Library Statistics(http://dpi.wi.gov/pld/dm-lib-stat.html)
• State statistics also reported at national level.
January 18, 2007
Tomorrow is another day. . .
• Start early.
• Read everything.
• Follow directions.
• Meet deadlines.
• Questions? Just ASK!
From IMDB
January 18, 2007
Let’s not have a failure to communicate
• SCLS Public Library Annual Report page http://www.scls.info/management/annual/index.html
• Contains links to information from: – SCLS
– DLTCL
– LINK [password required]
January 18, 2007
Who ya gonna call?
• Cheryl Becker– (608) 246-7973– [email protected]
• Email list (scls-annreport)– http://lists.scls.lib.wi.us/mailman/listinfo/scls-
annreport
• LINK reports (for LINK libraries)• Each other!
January 18, 2007
Who’s on first?
• READ the memos and instructions.
• Do you have Adobe Reader 7.0?– Check NOW!– If you don’t:
• For LINK workstations, call Automation Help Desk• 608-266-6394
• Complete a scratch paper copy.
• Complete the report online.
• Deadlines.
January 18, 2007
Start→Programs→Adobe Reader 7.0
Do you have Adobe Reader 7.0?
Being prepared means never having to say you’re sorry
January 18, 2007
Go ahead, make my day:
• Let me know by February 15 that your report is ready for me to review.
• 2 printed signed copies due to me by February 22. (Other copies also required)
From IMBD
January 18, 2007
You ain’t heard nothin’ yet:
• Pre-filled information• Answer every question (unless allowed)• Pay attention to directions and definitions• Save/Return• Variances• Comments sections• When (and when NOT) to “Submit”
January 18, 2007
Enter User Name and Password.
Click Submit.
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Clicking on Submit locks your report
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Round up the usual suspects
• Part I (General Information):– You know this.
• Parts II (Collection) and III (Services): – Catalog reports– LINK reports (for LINK libraries)– Records you’ve kept (programs, etc.)
• Part IV (Library Board): – No sweat!
January 18, 2007
Show me the money
• Part V: Your 2006 Budget (Income):– Your records – Your municipality– www.scls.info/management/annual/memo.html
has info about state funds, cross border funds, etc. paid to you
– Pay special attention to:• Funds carried forward (6)• All other operating income (7)• 2007 LOCAL appropriation (9)
January 18, 2007
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Show me the money• Part VI (Operating Expenses) • Part VII (Capital Income and Expenses)• Where to find:
– Your records– Your municipality– www.scls.info/management/annual/index.html– Pay attention to the definitions!
• Line 7 of Part VI is important
January 18, 2007
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Cast of characters (& more money)
• Part IX (Staff):– You know who works for you!– As of the last day of 2006.– Include vacancies.– Read the directions.
• Part X (Other Funds):– Bank Statements – SCLS Holding accounts– Enter total funds; Attach a report of activity.
January 18, 2007
Toto was a nonresident
• Part XI (Loans to Nonresidents):– Circulation records– Circ by PSTAT reports (for LINK libraries)
• Circ to people outside your municipality.• Determines your county reimbursements.
From Wikipedia
Toto, I don’t think we’re in Kansas anymore.
January 18, 2007
The end is in sight
• Part XII (Technology and Youth Services):– You should know this.– Some new questions here—do your best.
• Part XIII (Assurance of Compliance):– You should know this.– Be careful and honest.– Important for System membership.
• Part XIV (Signatures and date):– Board must sign approve and sign.– Timeline may require a special or rescheduled board
meeting?
January 18, 2007
Last Minute Re-writes
• Section II (Collection):– Total book and serial volumes combined. – Number of book and serial titles eliminated. – Number of audio and video added.
• Section III (Services):– “Users of electronic resources” renamed
“Users of public internet computers.”
January 18, 2007
More re-writes
• Section VII (Capital): – Rent.
• Section XI (Circ to Nonresidents):– Circ to nonresidents in adjacent counties.– Loan periods eliminated.
• Section XII (Technology and Youth Services):– Questions about youth programming.
January 18, 2007
Final rewrites
• Section XIII (Assurance of Compliance):– Addition: Director’s schedule—10 hours per
week.
• State Aid Attachment eliminated.
January 18, 2007
Flashback Sequence
• Read everything• Gather info• Follow instructions• Ask questions• Meet deadlines• Online form• Board approval, signatures, copies to
SCLS
January 18, 2007
That’s a wrap!
Are you ready for your close-up?
January 18, 2007
Questions?
Cheryl Becker
608-246-7973
This could be the beginning of a beautiful friendship.
January 18, 2007
May the Force be with you!