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Board of Library Trustees Meeting

Regular Meeting

Monterey, CA · March 6, 2019

AgendaMinutesPacket

Minutes

MINUTES LIBRARY BOARD OF TRUSTEES Library Board of Trustees Regular Meeting Wednesday, March 6, 2019 5:00 PM COMMUNITY ROOM, 625 PACIFIC STREET MONTEREY, CALIFORNIA Trustees Present: Moroh, Petty, Thomson, Widmar Trustees Absent: Koenig Staff Members Library Director Waite, Smith, Museums, Culture Arts, & Present: Archives Manager Copeland, Administrative Assistant Garibaldi, Librarian Nolan, Fund Development Coordinator Thongchua CALL TO ORDER Chair Petty called the meeting to order at 5:03 p.m. ROLL CALL Trustee Koenig was absent. PRESENTATIONS 1. Receive Presentation from Adult Services & Outreach Librarian Sarah Nolan on the Digital Storytelling Project (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Rescheduled Due to technology difficulties, Librarian Nolan’s presentation was rescheduled to March 27. 2. Presentation/Training on the Brown Act, Conflicts of Interest, Public Records Act, and Workplace Harassment and Bullying Prevention (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Received training City Attorney Davi reviewed the Brown Act, Assistant City Attorney Salameh reviewed FPPC and Conflicts of Interest, Deputy City Attorney Donlon reviewed the California Public Records Act, and Human Resources Director Hauck reviewed workplace harassment and bullying prevention. Davi explained how the Brown Act provides guidance regarding open meetings and transparent communication with the public. Assistant City Attorney Salameh presented on the Fair Political Practices Commission (FPPC) and Form 700, meant to address financial conflicts of interest. Deputy City Attorney Donlon spoke about the California Public Records Act, including the definition of records, the necessity to disclose unless exempt, our duty to assist the requestor, and strict statutory deadlines. Human Resources Director Hauck provided an overview of the actions the City is taking to educate employees about preventing, stopping, and not engaging in discriminatory and harassing behavior. Library Board of Trustees Minutes Wednesday, March 6, 2019 CONSENT ITEMS On a motion by Library Trustee Widmar, seconded by Library Trustee Moroh, and carried by the following vote, the Library Board of Trustees approved the Consent Agenda: AYES: 4 TRUSTEES: Moroh, Petty, Thomson, Widmar NOES: 0 TRUSTEES: None ABSENT: 1 TRUSTEES: Koenig ABSTAIN: 0 TRUSTEES: None RECUSED: 0 TRUSTEES: None Approval of Minutes 3. January 23, 2019 (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Approved Trustee Thomson abstained due to being absent at the January 23 meeting. 4. February 9, 2019 – Board Study Session (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Approved Other Consent Items 5. Request Appropriation of Donated Funds in the 2018-19 Library Trust Fund Budget (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Appropriated PUBLIC COMMENTS Seeing no members of the public present, Chair Petty moved to agenda item 6. PUBLIC APPEARANCE New Business 6. Receive a Report on Library Staff Workshop 2019 (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Received report Waite reviewed the draft agenda for the Staff Workshop taking place on Thursday, March 28. Library Board Meeting Minutes Wednesday, March 6, 2019 2 Library Board of Trustees Minutes Wednesday, March 6, 2019 7. Discuss the February 9 Study Session, Approve the Fund Development Plan for Q3, Q4 2019 – Q1 2020 and Provide Direction to Staff (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Discussed, approved, and provided direction Waite summarized the steps that the Board and Ad Hoc Fund Development Committee had taken to this point. The 6-month plan before the Board was based on the Library Strategies’ report with three main priorities: allocate more time on personal contacts and less time on events; shift emphasis from endowment building to annual giving; research establishing a foundation. Moroh asked about strategies 2 and 3 under Internal Capacity Building and how more staff, committee, or volunteer support for the Fund Development Coordinator position would be accomplished. Waite responded that the proposed two-year budget included a lateral transfer of on-call funds from Technical Services to Administrative Services that would provide four hours per week of on-call support. If the request to reallocate salary savings is approved, 20 additional on-call hours will be available for Fund Development. Widmar expressed a concern that on-call support would not be as effective as a part-time position. Thomson expressed a concern that deliberations regarding formation of a foundation could slow and suggested that the Board set some parameters to ensure the plan moves forward. Trustee Moroh exited the meeting at 6:51 p.m. Petty appointed Moroh and Thomson to an Ad Hoc Annual Giving Strategies Committee. Widmar and Koenig remain members of the Library’s Endowment Committee. On a motion by Library Trustee Widmar, seconded by Library Trustee Thomson, and carried by the following vote, the Library Board of Trustees approved the Fund Development Plan for Q3, Q4 2019 – Q1 2020 (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061): AYES: 3 TRUSTEES: Petty, Thomson, Widmar NOES: 0 TRUSTEES: None ABSENT: 2 TRUSTEES: Koenig, Moroh ABSTAIN: 0 TRUSTEES: None RECUSED: 0 TRUSTEES: None 8. Approve Proposed FY20 and FY21 Library Operating Budgets including a Decision Package Regarding Changes to Vacant Positions (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Approve Waite asked for approval of the proposed operating budgets. On a motion by Library Trustee Thomson, seconded by Library Trustee Widmar, and carried by the following vote, the Library Board of Trustees approved the proposed FY20 and FY21 Library operating budgets including the decision package regarding changes to vacant positions (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061): AYES: 3 TRUSTEES: Petty, Thomson, Widmar Library Board Meeting Minutes Wednesday, March 6, 2019 3 Library Board of Trustees Minutes Wednesday, March 6, 2019 NOES: 0 TRUSTEES: None ABSENT: 2 TRUSTEES: Koenig, Moroh ABSTAIN: 0 TRUSTEES: None RECUSED: 0 TRUSTEES: None Old Business 9. Receive Report from Ad Hoc Facility Feasibility Study Committee (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Received report Waite brought attention to the revised project schedule. An email was sent to community members asking they take the facility survey. Group 4 reported that over 200 people had completed the survey. A City Council study session is scheduled for April 24. 10. Receive Progress Report on Library Director’s Annual Work Plan (Not a Project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061) Waite reported she was pleased that the Student Success Initiative is progressing. Data will be transferred from the school district to the Library so that library cards are created for all MPUSD students. A teen public knowledge report has been completed as part of the Library’s Harwood initiative and community conversations with adults have begun. Petty asked if it is possible to identify where cardholders live in the City. Petty asked if the cooking program for elementary school students had started. Waite said that the first program is in March. INFORMATIONAL REPORTS & STAFF COMMENTS 11. Receive Library Activity Report Action: Received report Waite pointed out that the medical cannabis program was remarkably popular with nearly 100 people attending and 50 on the waiting list. The talk was filmed and can be streamed from the Library’s website. Trustees are invited to the Summer Reading Program kick-off party on June 8 on Colton Hall Lawn. 12. Receive Financial Report Action: Received report 13. Receive Statistical Report Action: Received report 14. Receive Volunteer Report Action: Received report Library Board Meeting Minutes Wednesday, March 6, 2019 4 Library Board of Trustees Minutes Wednesday, March 6, 2019 TRUSTEE COMMENTS Petty commented that in April he will send information to trustees for the Library Director’s evaluation. ADJOURNMENT Having no further business to come before the Library Board, Chair Petty adjourned the meeting at 7:35 p.m. Respectfully Submitted, Approved, Francesca Garibaldi Bob Petty, Chair Administrative Assistant Library Board of Trustees Library Board Meeting Minutes Wednesday, March 6, 2019 5

Agenda

Library Board of Trustees Board of Trustees Agenda Bob Petty, Chair Ralph Widmar, Vice Chair Library Board of Trustees Lisa Koenig Regular Meeting Marsha Moroh Jim Thomson Wednesday, March 6, 2019 Library Director Community Room Inga Waite 625 Pacific Street 5:00 PM Monterey, California CALL TO ORDER ROLL CALL PRESENTATIONS 1. Receive Presentation from Adult Services & Outreach Librarian Sarah Nolan on the Digital Storytelling Project (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) 2. Presentation/Training on the Brown Act, Conflicts of Interest, Public Records Act, and Workplace Harassment and Bullying Prevention (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) CONSENT ITEMS CONSENT ITEMS allow for a review of those items recommended for approval on consent or recommended to be continued, tabled or withdrawn, etc. Consent items consist of those items which are routine and for which a staff recommendation has been prepared. A member of the public or a Trustee may request that an item recommended for approval on consent be heard on the regular agenda for further discussion. Approval of Minutes 3. January 23, 2019 (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) 4. February 9, 2019 – Board Study Session (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Other Consent Items 5. Request Appropriation of Donated Funds in the 2018-19 Library Trust Fund Budget (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) ***End of Consent Agenda*** PUBLIC COMMENTS PUBLIC COMMENTS allows you, the public, to speak for a maximum of three minutes on any subject which is not on the agenda. Any person or group desiring to bring an item to the attention of the Library Board may do so during Public Comments or by addressing a letter of explanation to: Library Director, Monterey Public Library, 625 Pacific Street, Monterey, CA 93940. The appropriate staff person will contact the sender concerning the details. PUBLIC APPEARANCE PUBLIC APPEARANCE items are reports on action or informational issues that might stimulate public discussion, but that do not require formal noticing as public hearings. You are welcome to offer your comments after being recognized by the Chair. The Chair may limit the time allocated to each speaker. New Business 6. Receive a Report on Library Staff Workshop 2019 (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) 7. Discuss the February 9 Study Session, Approve the Fund Development Plan for Q3, Q4 2019 – Q1 2020 and Provide Direction to Staff (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) 8. Approve Proposed FY20 and FY21 Library Operating Budgets including a Decision Package Regarding Changes to Vacant Positions (Not Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Old Business 9. Receive Report from Ad Hoc Facility Feasibility Study Committee (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) 10. Receive Progress Report on Library Director’s Annual Work Plan (Not a Project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061) INFORMATIONAL REPORTS & STAFF COMMENTS INFORMATIONAL REPORTS & STAFF COMMENTS is used by the Library Director to make a brief report on activities or a brief announcement. The Director may also ask for clarification or direction regarding scheduling of Board meetings and study sessions. 11. Receive Library Activity Report 12. Receive Financial Report 13. Receive Statistical Report 14. Receive Volunteer Report TRUSTEE COMMENTS Trustees may ask a question for clarification, make a brief announcement or make a brief report on his or her activities. In addition, the Board may provide a referral to staff or other resources for factual information, request staff to report back to the body at a subsequent meeting concerning any Library matter, or direct staff to place a request to agendize a matter of business on a future agenda. (G.C. 54954.2) ADJOURNMENT Library Board of Trustees Wednesday, March 6, 2019 2 “The Board of Monterey Public Library Trustees provides stewardship for Monterey Public Library assets and services on behalf of all residents, ensures adaptability to a diverse population, changing environment and advancing technology. Trustees advise the City Council on matters pertaining to the Library, and advocate on the Library’s behalf, while ensuring an ongoing flow of information between the Library, the community and the City Council, in accordance with Section 7.1 of the Monterey City Charter and in support of the mission statement of the Monterey Public Library.” -adopted by Library Board of Trustees, April 25, 2007 The Library Board of Trustees meeting packet may be reviewed by the public in the Library. Information distributed to the Library Board at the Board meeting becomes part of the public record. A copy of written material, pictures, etc. should be provided for this purpose. The City of Monterey is committed to including the disabled in all of its services, programs and activities. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk’s Office at (831) 646-3935. Notification 30 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting [28 CFR 35.102-35.104 ADA Title II]. Later requests will be accommodated to the extent feasible. For communication-related assistance, dial 711 to use the California Relay Service (CRS) to speak to City offices. CRS offers free text-to-speech, speech-to-speech, and Spanish-language services 24 hours a day, 7 days a week. If you require a hearing amplification device to attend a meeting, dial 711 to use CRS to talk to the City Clerk's Office at (831) 646-3935 to coordinate use of a device. UPCOMING MEETINGS AT CITY HALL Mar 7 Zoning Administrator Meeting, Council Chamber - 4:00 pm Mar 12 Planning Commission Meeting, Council Chamber - 4:00 pm Mar 13 Parks and Recreation Commission Meeting, Council Chamber - 05:30 PM Mar 14 Historic Preservation Commission Meeting, Council Chamber - 4:00 pm Mar 14 MP Regional Water Authority Meeting Cancellation, Council Chamber - 7:00 PM Mar 19 Council Regular Meeting, Council Chamber - 4:00 PM Mar 20 Architectural Review Committee Meeting, Council Chamber - 4:00 pm Mar 21 Zoning Administrator Meeting, Council Chamber - 4:00 pm Mar 21 PRC Meeting Cancellation Notice, Council Chamber - 7:00 PM Mar 25 Museums and Cultural Arts Commission Meeting, Council Chamber - 4:00 pm Mar 26 Planning Commission Meeting, Council Chamber - 4:00 pm Mar 27 Library Board Meeting, Library Community Room - 5:00 PM Mar 27 Council Study Session, Council Chamber - 4:00 PM Mar 28 Neighborhood Improvement Program Committee Meeting, Council Chamber - 7:00 PM Apr 2 Council Regular Meeting, Council Chamber - 4:00 PM Apr 3 Architectural Review Committee Meeting, Council Chamber - 4:00 pm MORE INFORMATION IS AVAILABLE BY CALLING 646-5669 Library Board of Trustees Wednesday, March 6, 2019 3

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