[Eg-oversight-board] 2016 Evergreen Conference Budget

Chauncey Montgomery chauncey at yourcl.org
Wed Mar 9 13:19:49 EST 2016


Yes for me.
CM

On 03/09/2016 12:58 PM, Yamil Suarez wrote:
>
> Yes from me.
>
> Yamil
>
>
>
>
>
>
> --------------------------------
>
> Yamil Suarez, MCS
> Library Systems Administrator/Developer
>
> Stan Getz Library
> Berklee College of Music
> 1140 Boylston St
> Boston, MA 02215
>
> ysuarez at berklee.edu <mailto:ysuarez at berklee.edu>
> 617-747-2617
>
> On Wed, Mar 9, 2016 at 12:57 PM, Amy Terlaga <terlaga at biblio.org
> <mailto:terlaga at biblio.org>> wrote:
>
>     I vote YES to accepting the revised budget.
>
>     Amy
>
>     On Wed, Mar 9, 2016 at 12:48 PM, Andrea Buntz Neiman
>     <aneiman at kent.lib.md.us <mailto:aneiman at kent.lib.md.us>> wrote:
>
>         Yes
>
>
>         ----- Original Message -----
>         From: Tim Spindler <tjspindler at gmail.com
>         <mailto:tjspindler at gmail.com>>
>         To: Grace Dunbar <gdunbar at esilibrary.com
>         <mailto:gdunbar at esilibrary.com>>
>         Cc: Oversight Board <eg-oversight-board at list.evergreen-ils.org
>         <mailto:eg-oversight-board at list.evergreen-ils.org>>
>         Sent: Wed, 09 Mar 2016 11:57:27 -0500 (EST)
>         Subject: Re: [Eg-oversight-board] 2016 Evergreen Conference Budget
>
>         I vote yes.
>
>         Tim
>
>         On Wed, Mar 9, 2016 at 11:52 AM, Grace Dunbar
>         <gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>>
>         wrote:
>
>         > I vote yes to accepting the revised budget.
>         > -grace
>         >
>         > On Wed, Mar 9, 2016 at 11:29 AM, Chauncey Montgomery <chauncey at yourcl.org <mailto:chauncey at yourcl.org>>
>         > wrote:
>         >
>         >> Second.
>         >> CM
>         >>
>         >> On 03/09/2016 11:14 AM, Grace Dunbar wrote:
>         >>
>         >>> Hi all,
>         >>> Attached is the latest revised budget for the 2016 conference.  Sorry to
>         >>> put the brakes on the last vote.
>         >>> I move we accept the revision attached and call for an email vote once
>         >>> the motion is seconded.
>         >>> Thanks!
>         >>> Grace
>         >>>
>         >>> On Tue, Mar 8, 2016 at 3:59 PM, Prokrym, Tatiana H
>         >>> <tanya.prokrym at ncdcr.gov <mailto:tanya.prokrym at ncdcr.gov>
>         <mailto:tanya.prokrym at ncdcr.gov
>         <mailto:tanya.prokrym at ncdcr.gov>>> wrote:
>         >>>
>         >>>     Hi Grace,____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     All of the supplies are coming out of my budget.  I incorporated the
>         >>>     supplies into my existing NC Cardinal line items as they are really
>         >>>     extensions of what I already pay for; I just added a little bit more
>         >>>     to my encumbrances for the conference.  So there would be no line
>         >>>     item for posters, program brochures, name tags, badges, etc.
>         >>>     Because we have to use our Corrections Dept, this was the only way
>         >>>     to really handle supplies for us.  If needed, I can print out my
>         >>>     supply budget as an fyi to the committee. ____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     So in terms of line items we really only have the ones that were in
>         >>>     the March 3 budget.  See below.____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     Catering (from the Sheraton Hotel) (all inclusive: breaks,
>         >>>     breakfast, reception)____
>         >>>
>         >>>     Band____
>         >>>
>         >>>     Audio-visual equipment (includes wireless fees; from the
>         >>> Sheraton)____
>         >>>
>         >>>     Attrition____
>         >>>
>         >>>     EventBrite fees____
>         >>>
>         >>>     Software Conservancy fees____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     The keynote speaker waived his speaker fee.  And in terms of A/V, I
>         >>>     have a breakdown by room that the Sheraton is currently reviewing.
>         >>>     They stated that the A/V bill would be one lump sum.  I can check
>         >>>     again if needed.  I think this basically boils down to 3 major
>         >>>     bills, food, band and a/v.____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     Thanks!____
>         >>>
>         >>>     Tanya____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     *From:*Grace Dunbar [mailto:gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>
>         >>>     <mailto:gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>>]
>         >>>     *Sent:* Tuesday, March 08, 2016 2:22 PM
>         >>>     *To:* Prokrym, Tatiana H <tanya.prokrym at ncdcr.gov <mailto:tanya.prokrym at ncdcr.gov>
>         >>>     <mailto:tanya.prokrym at ncdcr.gov <mailto:tanya.prokrym at ncdcr.gov>>>
>         >>>     *Cc:*csharp at georgialibraries.org <mailto:csharp at georgialibraries.org>
>         >>>     <mailto:csharp at georgialibraries.org
>         <mailto:csharp at georgialibraries.org>>; Chauncey Montgomery
>         >>>     <chauncey at yourcl.org <mailto:chauncey at yourcl.org>
>         <mailto:chauncey at yourcl.org <mailto:chauncey at yourcl.org>>>;
>         >>>tony at sfconservancy.org <mailto:tony at sfconservancy.org>
>         <mailto:tony at sfconservancy.org <mailto:tony at sfconservancy.org>>;
>         >>>evergreen-2016 at sfconservancy.org
>         <mailto:evergreen-2016 at sfconservancy.org>
>         >>>     <mailto:evergreen-2016 at sfconservancy.org
>         <mailto:evergreen-2016 at sfconservancy.org>>
>         >>>     *Subject:* Re: 2016 Evergreen Conference Budget____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     Hi Tanya,____
>         >>>
>         >>>     Since the EOB is going to try to do an email vote approval of this
>         >>>     so Bradley can start paying the bills I'd like to make sure we have
>         >>>     every payable on here so we don't have to waste your time doing this
>         >>>     again.____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     Are there any other costs you can think of that you need a line item
>         >>>     for?____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     I'm thinking you might need one for the badge holders.____
>         >>>
>         >>>     What about signage printing?____
>         >>>
>         >>>     Ribbons?____
>         >>>
>         >>>     Maybe just a line item for "registration accessories & signage" that
>         >>>     will cover all of the above?  $750?____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     Thanks in advance!____
>         >>>
>         >>>     Grace____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     __ __
>         >>>
>         >>>     On Thu, Mar 3, 2016 at 9:14 PM, Prokrym, Tatiana H
>         >>>     <tanya.prokrym at ncdcr.gov <mailto:tanya.prokrym at ncdcr.gov>
>         <mailto:tanya.prokrym at ncdcr.gov <mailto:tanya.prokrym at ncdcr.gov>>>
>         >>> wrote:____
>         >>>
>         >>>         Hi everyone,____
>         >>>
>         >>>         ____
>         >>>
>         >>>         I have attached the latest budget spreadsheet as of today, March
>         >>>         3^rd .  The spreadsheet includes the estimated budget (first
>         >>>         tab) and the actual receivables to date (second tab).  I’ve
>         >>>         reviewed the numbers several times so I think it is accurate.
>         >>>         It looks like we have an excess amount of $2501.42 of actual
>         >>>         receivables over estimated payables.____
>         >>>
>         >>>         ____
>         >>>
>         >>>         Points of note:____
>         >>>
>         >>>         ____
>         >>>
>         >>>         1.The excess is due in part to the increase in registration
>         >>>         numbers. The pre-conference registration numbers have greatly
>         >>>         exceeded expectations. ____
>         >>>
>         >>>         2.The number of exhibitors also exceeded expectations.____
>         >>>
>         >>>         ____
>         >>>
>         >>>         The reduction in the estimated A/V payable amount is another
>         >>>         large change from the estimated budget.  There is more than a
>         >>>         10% change in the A/V payables budget.  There are two reasons
>         >>>         for the lower A/V costs:____
>         >>>
>         >>>         ____
>         >>>
>         >>>         1.The State Library laptops became available for use during the
>         >>>         conference.  Someone else had them reserved but we managed to
>         >>>         obtain them for the conference.  I was able to remove laptop
>         >>>         rental. This action resulted in a significant reduction of costs
>         >>>         - laptop rental ($200 per laptop per 4 days per 3 rooms). ____
>         >>>
>         >>>         2.Originally, I added sales tax to the AV estimated costs, and
>         >>>         then added the Sheraton’s service multiplier on top of those
>         >>>         costs.  This resulted in double-taxation.  The reduction in cost
>         >>>         by removing the 6.5% tax rate I applied wasn’t that much but it
>         >>>         did reduce the overall cost a little bit.____
>         >>>
>         >>>         ____
>         >>>
>         >>>         In addition, Nicole and Susan have created a catering budget
>         >>>         which I can easily send to you. Nicole and Susan have selected
>         >>>         the menu if you would like to see what they have planned.  Their
>         >>>         budget is just barely over the $35,000.____
>         >>>
>         >>>         ____
>         >>>
>         >>>         Also Greg Sloan, the Sheraton AV Manager, is currently reviewing
>         >>>         the rest of the AV estimated costs.  He thinks he can save us
>         >>>         more money.  Greg will be emailing us recommendations and I will
>         >>>         pass them on.  He also stated that he would send a better
>         >>>         quotation on a/v recording. The BC Cooperative sponsored one day
>         >>>         of A/V recording.  That might be a place to put some of the
>         >>>         excess dollars.  I don’t know the protocol for this.____
>         >>>
>         >>>         ____
>         >>>
>         >>>         Happy reading!____
>         >>>
>         >>>         ____
>         >>>
>         >>>         Tanya____
>         >>>
>         >>>         ________________________­­­______­­­__________________
>         >>>         Tanya Prokrym - NC Cardinal Program Director____
>         >>>
>         >>>         North Carolina Department of Natural and Cultural Resources
>         >>>
>         >>>919 807 7424 <tel:919%20807%207424> <tel:919%20807%207424>
>         office____
>         >>>
>         >>>919 733 8748 <tel:919%20733%208748> <tel:919%20733%208748>  fax____
>         >>>
>         >>>tanya.prokrym at ncdcr.gov <mailto:tanya.prokrym at ncdcr.gov>
>         <mailto:tanya.prokrym at ncdcr.gov
>         <mailto:tanya.prokrym at ncdcr.gov>>____
>         >>>
>         >>>         ____
>         >>>
>         >>>         State Library of North Carolina
>         >>>         4640 Mail Service Center
>         >>>         Raleigh, NC 27699-4640____
>         >>>
>         >>>         NC compares 2 nccardinal____
>         >>>
>         >>>         /Email correspondence to and from this address is subject to
>         >>>         the/____
>         >>>
>         >>>         /North Carolina Public Records Law and may be disclosed to third
>         >>>         parties./____
>         >>>
>         >>>         ____
>         >>>
>         >>>
>         >>>
>         >>>     ____
>         >>>
>         >>>     __ __
>         >>>
>         >>>     -- ____
>         >>>
>         >>>     Grace Dunbar, Vice President
>         >>>     Equinox - Open Your Library
>         >>>gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>
>         <mailto:gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>>
>         >>>     1-877-OPEN-ILS  |www.esilibrary.com <http://www.esilibrary.com>
>         <http://www.esilibrary.com>____
>         >>>
>         >>>
>         >>>
>         >>>
>         >>> --
>         >>> Grace Dunbar, Vice President
>         >>> Equinox - Open Your Library
>         >>>gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>
>         <mailto:gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>>
>         >>> 1-877-OPEN-ILS  |www.esilibrary.com <http://www.esilibrary.com>
>         <http://www.esilibrary.com>
>         >>>
>         >>>
>         >>> _______________________________________________
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>         >>
>         >
>         >
>         >
>         > --
>         > Grace Dunbar, Vice President
>         > Equinox - Open Your Library
>         >gdunbar at esilibrary.com <mailto:gdunbar at esilibrary.com>
>         > 1-877-OPEN-ILS  |www.esilibrary.com <http://www.esilibrary.com>
>         >
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>         >
>         >
>
>
>         --
>         Tim Spindler
>         tjspindler at gmail.com <mailto:tjspindler at gmail.com>
>
>         *P**   Go Green - **Save a tree! Please don't print this e-mail
>         unless it's
>         really necessary.*
>
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>         Librarian II, Public Services
>         Kent County Public Library
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>         Chestertown MD 21620
>         410-778-3636 x2115 <tel:410-778-3636%20x2115>
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