january 26, 2006 welcome to: filing your public library annual report january 26, 2006 10:00 a.m....
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January 26, 2006
Welcome to: Filing Your Public Library
Annual Report
January 26, 2006
10:00 a.m.
Presenter: Cheryl Becker
January 26, 2006
Filing Your Public Library Annual Report
Don’t Panic!—
(Even if it’s Your First Time!)
January 26, 2006
Do I have to do an Annual Report?
“It’s the Law!” Wisc. Stats. 43.58 (6) Library Board Powers and Duties
January 26, 2006
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. . . . ”
(Goes on to specify what the report must include.)
“It’s the law!”
January 26, 2006
So, it’s the law. . . So what?
Also provides you with useful statistics! Statistics are “good things”
January 26, 2006
Statistics are your friends:
Statistics can be powerful tools:– To report to your board.– At budget time.– For building/space planning.– For presentations.– For grant applications.– Can you think of others?
☻
January 26, 2006
Consistency (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)
January 26, 2006
Using the State Statistics
Wisconsin Public Library Statistics(http://dpi.wi.gov/pld/dm-lib-stat.html)
2004 statistics(http://dpi.wi.gov/pld/xls/04publib.xls)
Creating a customized spreadsheet
January 26, 2006
Beyond the state level
• The state (DLTCL) must report Wisconsin statistics at the national level.
• Allows comparison of Wisconsin libraries to the rest of the country.
January 26, 2006
First Time?
Relax! Take a deep breath! Make use of sources of support. Start early. Follow steps. Follow directions. Questions? Just ASK!
January 26, 2006
Sources of Support
SCLS Public Library Annual Report page http://www.scls.info/management/annual/index.html
Contains links to Memos and other info: – “My memo”– “State’s memo”– “LINK memo”
January 26, 2006
More Sources of Support
Call or email me– (608) 246-7973– cbecker@scls.lib.wi.us
Email list (scls-annreport)– http://lists.scls.lib.wi.us/mailman/listinfo/scls-annreport– Follow instructions
LINK reports (for LINK libraries) Each other!
January 26, 2006
Steps
Read the memos and instructions.– Follow steps in my memo
Do you have Adobe Reader 7.0?– Check right away!– If you don’t
LINK libraries, call Automation Help Desk 608-266-6394
Complete a scratch paper copy? Complete the report online.
January 26, 2006
Deadlines
Let me know by February 15 that your report is ready for me to review.
– Earlier is better! ☻ 2 corrected printed copies due to me by
February 23. (Other copies are also required)
January 26, 2006
Other Things
Pre-filled information Answer every question (unless allowed) Pay attention to the directions and definitions Save/Return Variances Comments sections When (and when NOT) to “Submit”
January 26, 2006
Where to Find the Info
Part I: You know this stuff! Parts II and III:
– Catalog records– LINK reports (for LINK libraries)– Records you’ve kept
Part IV: You know this stuff!
January 26, 2006
Where to Find the Info
Part V: Your 2005 Budget (Income)– Your records – I can help with some of this– See my memo (state funds, cross border funds, etc.)– Pay special attention to:
Funds carried forward (6)All other operating income (7)2006 LOCAL appropriation (9)
January 26, 2006
Where to Find the Info
Part VI and VII: Your 2005 budget – Part VI: Operating Expenses– Part VII: Capital Income and Expenses– Pay attention to the definitions!– Line 7 of Part VI is Important
Where to find: – Your records– Your city or village
(Issue: their figures are not final, audited, ones.) – Some help in my memo and state’s instructions
January 26, 2006
Where to Find the Info
Part IX: Your current staff and info– You know this information– Include vacancies– Pay attention to the directions
Part X: “Trust Fund” Report– Bank Statements – SCLS Holding accounts– Attach a copy
January 26, 2006
Where to Find the Info
Part XI:– Circulation records– Circ by PSTAT reports (for LINK libraries)– Determines your county reimbursement!
January 26, 2006
Where to Find the Info
Part XII: You know this stuff!– Some new questions here
Part XIII: You should know this stuff– Be careful and honest– Important for System membership
Part XIV: Signatures and date– Board must sign off– Timeline may require a special board meeting?
January 26, 2006
State Aid “Attachment”
(aka Public Library System Aid Attachment)
State money you received from SCLS From elsewhere in the report See my memo
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