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CITY CT',,q= HUNTINGTON BEACH
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2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
22 May 1987
HBW Associates, Inc.
Post Office Box 71n78e
Dallas, Texas 75371-0789
Re: Consultant Aqreement for Library System
Gentlemen:
Enclosed is ropy of r_Fie agreement between your
corporation and the city wit`, respect to improvi.nq the
city''s library system.
Very truly yours,
ALICIA M. WENTWORTH
City Clerk
By:
CONNIE BROCKWAY
Deputy City Cler"
/ahb
Enc_:
REQUEST FOR CITY COUNCIL ACTION
Date April 10, 1987
� ►
Submitted to:
The Honorable Mayor and City Council%
Submittal by: s, ..•-t
Charles W. Thompson, City Fdministr for M""y1--
Prepared by,
Melvin M. Bowman, Community Services Dire
Subject:
LIBRARY NEEDS AND ASSESSMENT f3-9DY
Statement of Issue, Recommendation, Analysis, Fundiny Source, Alternative. Actions, Attachments:
STATEMENT JW ISSUE
In order to more appropriacely prioritize and budget library
capital improvement programs, ,. needs and assessment study ahould
be: conducted on the library system. A consultant is needed to
assist staff in analyzing and reporting on the library system.
RECO ENDATION
,Approve contract with HBW Associates Inc. to a.ialyze anO re=.)ort
on the needs and assessments of the Huntington Beach library
system and transfer $28,530.00 from account 483631 - Main Street
Library Heating and Air Conditioning into account 790390
Library Needs/Assessment Study.
ANALYSIS
At its December 1, 1986 meeting, the City Council directed staff'
to develop the scope of a library needs and assessment study. f:
The study will: establish an overview of the entire library
system's needs. The study and report will he a cooperative
effort between staff, library support groups and a consulting
firm specializing in .analyzing and assessing library needs. The
City Administrator established a Library Study Committee
consisting of the Library Director, City Engineer, Assistant
Planning Director and a member of the Library Board to prepare a
Request for Proposal to hire a lihi ary consultant are well as
evaluate responses and make a selection recommendation.
The committee sent a request for proposal to seven firms# One
firm, HBW Associates, Ina. responded:. The other firms co.wd not
commit to the project due to time constraints or lack of
resources. The committee reviewed the proposal of HBW Associates
Inc. and determined that its reputation and understanding of the
project: would make it an excellent! choice. This firm 3.s a
nationally recogni.ze_d company of library planners and
Consultants. The cost will lie $28 530. Funds were budg;-ted for
Main Street Library`heating/ai,r conditioning but the project was
abandoned for current fiscal year as per, Coaanci.l decision on
March'16, 1987,.due to exorbitant costs and minimal bids. The
Library Board has reviewed this proposal and endorses it
unanimously.
FUNDING SOURCE
J986/87 Account
No. 790390•
ALTERNATIVE ACTIONS
10 Reject bid
and resub-mi,t Request
for Proposals.
2. Rejectbid
and request staff to
conduct the study without
consultant
assistance:
ATTAcNTs
Contract
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S%AT..WKNT OF THE ACTION OF THE CIVY COUNCIL
Council Chamber, City Hall
Huntington Beach, California
Monday, April 20, 1987
Mayor Kelly called the regular meeting of the City Council of the City of
Huntington Beach to order at 7 p.m.
ROLL CALL
Present: Winchell, Mays, Finley. Kelly, Erskine, Green, Baanister
Absent None
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CONSENT CALENDAR (ITEMS APPROVED)
Oa motion by Erskine, second Green, Council approved the following items, as
x commended, by the following roll call vote:
AYES:' Winchell, Plays, Finley, Kelly, Erskine, Green, Bannister
NOES: None
ABSENT: None
CONSULTANT AGREEMENT FOR NEEDS & ASSESSMENT STUDY FOR LIBRARY SYSTEM r 11BW
ASSOCIATES Approved and authorize -execution of an agreement between the
City. and HBW Associates, Inc. to analyze and. report oa the needs and
assessments of the Huntington Beach library system and approve the tTassfer of
$28,530 (Acct. #483631 Main Street Library Resting & Air Conditioning) into
(Acct. 790390 Library Needs Assessment Study,)
Mayor Kel-ly adjourned the regular meeting of the City Council of the City of
Huntington Beach.
ATTEST: Alicia 14. Wentworth
City Clerk and ex-officio Clerk
of the City Council of the City
of Huntington Beach, Ca. ifornia
STATE OF CALIFORNIA a
County of Orange )
City of Huntington Beach)
s
I,:ALICIA M. WENTWORTH, the duly elected a -ad qualified City Clerk of
the City of Huntington Beach, California, do hereby certify that the above and
foregoing is a true and correct Statement of Action of the City Council of
said City at their regular meeting held on the 20th day of April 1987.
WITNESS my hand and seal of the slid City of ,Huntington Beach this
the 22nd day of April, 1987. k
Alicia M. Wentworth i
City Clerk and ex-officio Clark
of the City Ccuncil of the City
of Huntington Beach, California
r." ..
i'ey)uty
2. CITY STAFF ASSISTANCr^
CITY shall assign, a staff coordinator to work directly
with CONSULTANT in the prosecution of this Agreement.
3. TIME OF PERFCPMANCE
Time is of the essence of this Agreement. The services
of the CONSULTANT are to commerce as soon as practicable after
the execution of this Agreement and all tasks specified in
Exhibit "A" shall be completed no hater than four (4 months
from the ;?are of this Agreement. This time may be extended with
the written permission of "he uITY. The time for performance of
the tasks identified in Exhibit "A" are generally to be as shown
in the Scope of Services or, the Work Program/ Project Schedule.
This schedule may be amended to benefit the PROJECT if mutually
agreed by the CITY and CONSULTANT.
4. COMPENSATION
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In consideration of the performance of the engineering°
services described in Section 1 above, CITY agrees to nay
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CONSULTANT a fee not to exceed twenty-eight thousand,, five
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hundred thirty and 90/100ths 3o'llars (428,530.90).
5. EXTRA WORK
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In the event of authorization, in writing by the CITY,
of changes from the work described in Exhibit "A", or for other
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written permission authorizing additional work not contemplated
hereino additional compensation shall be allowed for such Extra
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Work, so long as the ,prior written approval of CITY is obtained.
6. METHOD OF PAYMENT
A. CONSULTANT shall be entitled to progress payments
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2.
toward the fixed fee set forth in Section 4 herein in accordance
with Section C below.
B. Delivery of work product; ", copy of every techni-
cal memo and report ,vepared by CONSULTANT shall be submitted to
the CITY to demonstrate progress toward completion of tasks. In
the event CITY rejects or has comments on any such product, CITY
shall identify specific requirements for .s�cisfactory comple-
tion. Any such product which has not been formally accepted or
rejected by CITY shall be deemed accepted.
C. The CONSULTANT shall submit to the CITY an invoice
for each progress payment due. Such invoice shall:
1) Reference this Agreement;
2) Describe the services performed;
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3) Show the total amount of the payment due;
4) Include a certification by a principal member
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of the CONSULTANT'S firm that the work has
been performed in accordance with the provi-
sions of this Agreement; and
5) For all payments include an estimate of the
percentage of work completed.
Upon submission of any such invoice, if CITY is
satisfied that CONSULTANT is making satisfactory progress toward
completion of tasks in _accordance with this Aaseement, CITY
shall promptly approve the invoice, in which event payment shall
be made within,thirty (30) clays` of receipt of the invoice by
CITYe Such approval sha11 not be unreasonably Withheld. If the
CITY does not .approve an invoice, CITY btall notify CONSULTANT
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In writing of the reasons for non --approval, within seven (7)
calendar days of receipt of the invoice, and the schedule of
performance set forth in Exhibit "A" shall be suspended 'until
the parties agree that past performance by CONSUITANT is in, or.
has been brought into compliance, or until this Agreement is
terminated pursuant to Section 12 hereof,
D, Any billings for extra work or additional
services authorized by the.CITY shall be invoiced separately to
the CITY. Such invoice shall contain all of the information
required under paragraph. 6C, and in addition shall list the
hours expended and .hourly rAte charged for such time. Such
invoices shall be approved by CITY if the work performed is in
accordance with the extra Work or additional services requested,
and if CITY is satiGfied that the statement of hours worked and :
casts incurred is accurate. Such approval. shall not be unrea-
sonably_ withheld,. Any dispute between the parties concerning
payrijent of such an invoice shall be treated as separate and
apart from the ongoing performance of the remainder of this,
Agreement
7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CITY acknowledges -that CONSULTANT'S mate ials are
,instruments of professiQna1 service; nevertheless CONSULTANT
agrees that all materials ;prepared hereunder, shall be turned
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over to CITY and shall become its property upon PROJECT
completion or earlier termination of this,4greement. In the q
event this Agreement is terminated, said materials may be used
by`CITY ,;in, aomp1et3.on of the PROJECT,
a.
4.
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8. INDEMNIFICATION', DEFENSE, HOLD HARMLESS
CONSULTANT hereby agrees to defend, indemnify and hold;
harmless CITY, its officers, employees and servants from any and
all loss, damage, cost, expense, liability, claims, demands or
judgments arising directly or indirectly out of the work,
project, event or other purpose in connection with this
Agreement.. regardless of the active or passive nature of any
negligence by CITY except when such liability arises from the
sole negligence or wrongful misconduct of CITY., This Agreement
I
extends to cover the actions and omissions of third parties as
well as those of the CONSULTANT and the CITY. The legal defense
required by this Agreement shall be provided upon request by
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CITY and at the sole expense of CONSULTANT. Any costs of
defense or attorney's fees incurred by, CITY in enforcing this!
Agreement shall be reimbursed to CITY or may be awarded to CITY
by a court of competent jurisdiction.
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9. WORKERS' COMPENSATION
CONSULTANT shall comply with all of the provisions of
the Workers' Compensation Insurance and Safety Acts of the State
of California, the applicable provisions of Division 4 and 5 of
the California Labor Code and all amendments thereto; and all
similar state or federal acts or laws applicable; and shall
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indemnify, defend and hold harmless CITY from and against all,
claims, demands, payments, suits, actions, proceedings anO
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judgments of every nature and description, including attorney's
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fees and 'costs presented, brought or recovered against CITY, for
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or on account of any liability under any of said acts which may
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be incurred by reason of any work to be performed by CONSULTANT
under this Agreement.
10. INSURANCE
In addition to the Workers' Compensation Insurance and
CONSULTANT'S covenant to indemnify CITY,,CONSULTANT shall obtain
and furnish to CITY the following insurance policies covering
the PROJECT:
A. General Liability insurance. A policy of general
public liability insurance, including motor vehicle:
1
coverage. Said policy shall name CITY, its officers
and employees as Additional Insureds, and shall
specifically provide that any other insurance coverage
which .may beapplicableto the PROJECT shall be deemed
excess coverage and that CONSULTANT'S insurance shall
be primary.
$. Professional Liability_ Insurance. CONSULTANT shall
acquire a professional liability insurance policy
covering the work performed by it hereunder.
Certificates of Insurance for said policies shall be
approved in writing by the City Attorney prior to the commwnce-
rti
mert-of any work hereunder. All Certificates of Insurance' (and
the policies of insurance or endorsements thereof) shall provide
that any such Certificates and policies shall not be cancelled
or reduced in coverage or limits other than payments of claims
without thirty (30) days' prior written notice :to CITY.
11. INDEPENDENT CONTRACTOR
CONSULTANT is and shall be, acting at all thins in the
s.
fly
performance of this Agreement as an independent contractor.
CONSULTANT shall secure at its expense, and be responsible for
any and all payments of all taxes, social security, state
disability insurance compensation, unemployment compensation and
other payroll deductions for CONTRACTOR and its officers, agents
and employees and all business licenses, if any, in connection
With the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in
accordance with the standards of the profession for similar
professionals performing services in this area at this time.
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CITY may terminate CONSULTANT'S services hereunder at any time
with or without cause, and whether or not PROJECT is fully
complete. Any termination of this ,Agreement by CITY shall be
made in writing .through the Community Services Director, notice
of wh1ch shall be delivered to CONTRACTOR as provided in Section
16 herein,
13 ASSIGNMENT AND SUBCONTRACTING
This Agreement- is a personal service contract and the
supervisory work hereunder shall net be delegated by CONSULTANT
to any other person or entity without the consent of CITY.
14. COPYRIGHTS/PATENTS'
i
CONSULTANT shall not apply for a; patent or copyright on
any item or material produced as a result of this Agreement, as
set forth in. 41 CFR 1-9r1«
15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY ,offir-ial nor any
1111.1.1'.."...-�--l'.1,�,�.111."". I . w
(REST OF PAGE NOT USED)
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This is to certify that
has in force for
location of operations
CERTIFICATE OF INSURAN
STATE FARM FIRE AND CASUALTY COMPANY, Bloomington, Illinois
STATE FARM GENERAL INSURANCE COMPANY, Bloomington, Iilinoi
HBW Associates, Inc 1
Name of Po"hoklw
P.L. Box 710789
tiddroas d PW cyMbw
Dallas, TX 75171-0789 G�IL
the following coverages for the periods and limits indicated below.
POLICY NUMBER TYPE OF INSURANCE POLICY PERIOD
(eft./exp.)
Comprehensive 5-14-87 to
93-07-0534-7F General Liability 5-14-88
❑Manufacturers' and
Contractors' Liability
❑ Owner„', Landloros' and
Tenants' Lrabltity
The. above insurance includes
(appttdable if indicated by ®) ® PRODUCTS -COMPLETED OPERATIONS
❑ OWNERS' OR CONTRACTORS' PROTECTIVE LIABILITY
® CONTRACTUAL LIABILITY
❑ BROAD FORM PROPERTY DAMAGE
® BROAD FORM COMPREHENSIVE GENERAL LIABILITY
POLICY NUMBER TYPE OF INSURANCE POLICY PERIOD
(efriexp.)
❑ Watercraft
Lfabtlity � '
EXCE-S LIABILITY
�❑ UMBRELLA
(_) OTHER
LIMITS OF LIABILITY
Dual Limns for _
Each Occurrence S
Aggregate S
Eacn Occurrence $
Aggregate' $
L_..I Combined Single. Limit for
Each Occurrence $
Aggregate S _,.
CONTRACTUAL LIABILITY LIMITS
(B ditte(ent than above)
Eaco Occurrence S _
Each Occurrence s
Aggregate $
Comomed Single Limit roc
Each Occurrence S
Aggregate S
BODILY INJURY
)Q 1000
U. 90
.PROPERTY DAMAG
BODILY INJURY ANI
PROPERTY PAMAG
BODILY INJURY
PROPERTY DAMAGI
BODILY INJURY AN;
PROPERTY DAMAG.
Wofkmen'siWorkers' Com-
5-17-O 7 to coven e A STATUTORY
pensahon.Coverage A g
93-12-9874-GF ® Employer'sLiabdity �5-17-08 Coverage $50,000
Coverage e.
11
'Aggregate not applicable it Owners'. Landlords' and Tenants' Liability tncLrance excludes structural alterations, new construction or demolition.
THE CERTIFICATE OF INSURANCEIS NOT A CONTRACT OF INSURANCE AND NEITHER AFFIRMATIVELY NOR NjGATiVELY AMENDS,
EXTENDS OR ALTERS THE COVERAGE APPROVED BY ANY POLICY DESCRIBED HEREIN,
NAME ANOADDRESS OF PARTY TO WHOM CERTIFICATE IS ISSUED
City off Huntington Beach � 5-14-87
Insurance & Benefits Division oar
Huntington, .Beach, CA 92648 ,-
S gear a of Atllhhorue Rap sentatfve
Trite
hbw ossociotes, Inc.
bw,
(214) 8266981_
6352 ;okeshore
dollos, texas 75214
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Library Planners and Consultant
March 7, 1987
Ron Hayden, Director
Huntington Beach Library System
71,11 Talbert Avenue
Huntington Beach CA 92648
Dear Mr. Hayden:
This letter will serve to amend our Proposal of February 18, 1987, re
HBW Associates, Inc. performing a Needs And Assessment Study Of The
Huntington Beach Library System. This Proposal Amendment is based upon
the meeting of March 4, 1987, involving HBW Associates, Inc'.. and members
of the proposal evaluation committee of the Huntington Beach Library
System.
UNDERSTANDING AND APPROACH TO YOUR PROJECT
7. This task will be restricted to a comparative analysis with those
b
communities in Southern Cal-•.._ ifrnii.: counties that serve a population
range between 175,000 - 250,000. The counties from which cities ,
will be drawn are: Ventura, Los Angeles, Orange, San Diego, San
Bernardino, and Riverside.
8. This task will consist of generally accepted standards that are kno_m
- to the consultants and that the consultants have utilized in other
studies similiar to this; the standards will be applied to meet the
needs of Huntington Beach as determined during the course of the study.
9. This task will be restricted to a generic review of technological
developments that have potential applicability to Huntington Beach.
10. This task will be omitted from the study except as referenced in the
performance of 11. and 12.. below.
il.'This task will be undertaken 'to the degree necessary to address:space
considerations; there will be no evaluative study of services to be
dropped, added, etc.,
NEEDS/ASSESSMENT REPORT
The final report, includiAg the:draft report, will address items a. - f.
as. indicated; item ,g,. will be addressed in generic fashion per 9v above;
item h. will be addressed per 8.' above.
75371
mmling oddresw p.o. box 710789 dollos texas
4�
Ron Hayden
March 7, 1987 -
Page 2
PROJECT -TIMELINE
The project study will be extended to Week 17 through Task 3.3; the
optional Task 4.1 will be extended to Week 18-19 (if excexcised by
Huntington Beach):,
CITY OF"HUNTINGTON BEACH PROJECT TEAM
Jay R. Clark, associate, will not be utilized inasmuch as a generic
review of technological developments will be part of the study, not an
in-depth review.
REQUESTED COMPFNSATION
The outline of work as ameneed is reflected in the following revised
schedule of fees and expenses. For the entire study, HBW Associates, Inc.
requests the following compensation: _
Consultant Fees;
Richard 'staters - 120 hours @ $75/hour = $ 9,000.00
David Henington - 18 hours @ $75/hour = $ 1,350.00
Sheryl duRoy - 60 hours @ $40/hour = $ 2,400.00
Michael Feerer - 118 hours @ $75/hour = $ 8,850.00
Subtotal Consultant Fees = $ 21,600.CO
Clerical - 80 hours @ $15/hour = 1,2.00.00
Subtotal Clerical Fees $ 1,200.00
"Expenses - _ $ 4,017.50
Subtotal Expenses = $ 3,617.50'
Total Fees and Expenses = $ 26,417.50
Administrative Overhead @ 87 of Fees/Expenses = $ 2,113.40
GRAND TOTAL REQUESTED COMPENSATION (not including 4.1) $ 28,530.90
This compensation (revised} bid is good for sixty (60) days from the date
of this amended proposal.
We look forward to the opportunity to work with you, your staff, Library
Board, and others on the important study project.
Thank you.
Richard L. Waters
Principal Consultant
Adak
ciftatmy
F HUNTINGTON EBEACH
' COMMUNITY SERVICES DEPARTMENT
Melvin M. Bowman, Director
LIBRARY INFORMATION AND CULTURAL RESOURCES CENTER
7Ill Talbert avenue, California 82548 "
(714) 842-4481 {
January 20, 1987
Subject% Request for Proposals to Furnish Professional Services for
the Needs and Assessment Study of the Huntington Beach
Library System.
Gent i--'men
The City o,E Huntington Beach is accepting proposals for a broad based
Needs and assessment. Study of the Huntington Beach Library System.
The study and report shall focus attention on the existing and
emerging needs of the City as such needs can be served through the
Central Library while acknowledging existence of the total. city
library system comprised of the Central Library and, three branches,
A General Description of the assessment desired:
A study shall be conduct-ed which analyzes and specifies the needs
and assessment of the entire library system as to how it serves
the community and how additional or altered services could meet
the needs in a better way. It should provide data to confirm its
conclusions_ including evaluating programs, services, expansion
needs and alternatives as —Ed --locations, sizes and costs.
Provisions shall be made for recommendations sufficient to
establish an overview and preliminary development criteria which
may lead •'to the solicitation of arch :ectural and engineering
services to design a final project or projects for construction.
The study and report will be a cooperative effort between staff
and a consultant specializing in analyzing and assessing library
needs. The consultant is needed to enhance the multidimensional
approach ofreviewing, analyzing, and reporting. Staff from
Library, Public Works, Redevelopment, and Planning will assist the
consultant with information to produce a more complete and
'^accurate report,
B. General Description of Library system
The Huntington Beach Library Information & Culturial Resource y
Center opened in April, 105. The Central Library is located
within Central 'Park and has 74,000 sq. ft. with 118,OOG active
` registered patrons circulating 1.2 million items annually. Book
capacity is 300;a000. The 'three branches consist of Nanning with
2,400 sq, ft., circulating 93,400 items and a,baok collection of
27,225; Graham with 1,200 sq. ft., circu-atinq 88,1170 items and a
book collection of 17,325 and ',Main Str.ect� with 4,y500 sq. ft.,
circulating, 5fl,035 items and book collection of 30,450.>
Statistical data; such as population, housing, circulation, book
collection, patrons and program attendance have increased
annually.
Qnsite parkinrs at Central Library ;is limited and must compete with
people using Cer�__a1 Park. Both park and library attendance has
grown in recent years, thus reducing available parking.
C. Basic criteria for the completion of'the Needs/Assessment Study
along, with, proposed assigned responsibility:
L = Library Staff PW = Public Works
C = Consultant R - Redevelopment
P - Planning; A = Administration
A/L/C 1. Review the City library system's four faciiities and the
library's services and programs in general.
C/L 2. Review the C-entral Library complex .in.detail, including
services and programs,•plans, on -site inspections, and
staff interviews.
C/PSG 3. Review the Central Library original parking lot and
off -site parking lots, including plans and/or on -site
inspections.
C/L/R 4., Review and analyze all records of the Central Library
that are available regarding population, employment,
housing, collection development, circulation, patron'
ages, programs, technology, and trends, as well as other
data necessary for final assessment..
P/C 5; Confer with Planning Division regarding population
trends of the City, projections, age groups, income x
�arerages, area concentrations, and other, data pertinent
to the study.
C/L/A 6 Meet with -carious administrative official's, boards,
commissions and library support groups to receive input,
Citizen input should also be solicited:
C 7. Research comparative analysis with other communities of
lesser and larger size as to library area provisions per
capita population, age groupings and other pertinent
information for report:
C 8; Research nationwide percentage standards or
recommendations for space, population, and age group as
may be available,; inclu(14ng patron parking ratios.
C/L 9. Research latest technological developments 'in both
hardware and softwareandtheir applicability to
library.
} C/L 10. Review materials collection de opment process.
r C 11. Review the library services and programs including the
=.departments of reference, -children-'s, circulation,
branches,, technical processing, and media.
C 12...Review overall program as to how i meets and serves the
city and the trends present and emerging within the
city.
General description of Needs/Assessment Report:
1.. Provide recommendations for future direction of library system.
including Central Library and extension facilities.
2. Provide data supporting conclusions regarding the need for
expansion of Central Library, parking availability and/or other
specified`programs deemed necessary.
3_.. Provide recommendations of space allotments such as book stacks
and material capacity, open space, meeting and/or program ,space,
office space, parking spaces, and other appurtenant 'area
breakdowns.
4. Provir:e alternatives for current space utilization until
expansions are completed.
5. Evaluate and provide recommendations and service levels for
Central Library Children's and Auditorium Wings together with
preliminary cost estimates.
b. Provide Parking Report with cost estimates and designs including
conceptual site plans of existing parking as well as additional.
parking needed associated wa-th expansion.
7. Provide recommendation for technological enhancements in both
software and hardware for both children and adults:
0. Provide service standards or levels to be used as measurable
resources.
The selection of a consultant for this project will be based on the
following'
1. Familiarity and prior experience with similar projects.
I 2. Planned thoroughness and proposal identifying data research to
k include past., present and future trends as well as space
utilizations, automation, storage, open space ne�-ds and parking,
3. Ability of the consultant to complete the assignment and r ` y g provide a
Ij final. report within 120 days after notification to commence,
including periodic specified progress reports'
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order to be consi ded to be hired for the p-ct, the consultant
must submit to the ci y the following:
1. A list`of similar projects previously completed, giving location,
type of facility, project costs and agency or company together
with references by nave end telephone number,
2. proposed schedule for implementation of fin`a3. report,
3. A list of personnelwhowould be assigned the project with a brief
resume of each, including recent projects 'as well as capacity ;in
which each has been associated as well as designation of 'primary
contact or project manager.
4, information which will .indicate the firm's understanding of the
scope of the work and also the firm's basis approach.
The City of Huntington Beach shall be responsible for providing the
following:
I'. Access to and/or copies of plans and specifications for the
structures and spaces which are involved.
2. Msetings with staff and tours of the facility and areas,
3. .Scheduling of meetings with various boards, commissions and
departments.
4. Copies of historical records, projections arS proposed master`
plans for the facility.
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5. Review of any preliminary reports and furnishing of corrections
and amending comments prior to completion of final. report,
_Attached for your information in preparing your proposal is a standard-.*
certificate of Insurance Form Which will inform you of certain,
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insurance and miscellaneous requirements.
Although the professional services required for this project will not
be awarded on the basis of competitive bidding, it is desired that
your fee be included with your proposal. it is preferred to retain
consultants on an hourly basis up to a fixed maximum amount for the
project. Therefore, it is requested that your fee be expressed in
this manner. Following receipt of the proposals, the firms considered
to.be most qualified will be interviewed prior to the final selection.
if your firm is interested in submitting a proposal for this project,
it is requested that it be submitted to the Purchasing Department,
3
City of Huntington Beach, California, at 2000 Main Street, P.O..Sox
190, on or before 4:00 P.M. on February 20, 1987,
•Please identify your proposal by a notation on the envelope reading
".Needs and Feasibility Assessment for Central Library, MSC-262".
Should you require anyadditional information regarding this project,
�F
please ccn4aet Ron, Hayden, Library Director, at (724) 960-8836.
t y
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hbw associates, Inc.
(E14) 826-6981
6352 Lakeshore
daUos, terns 75214
Ubrcary Planners and Consultants
CITY OF HUNi I IGTON MACH, CALIFORNIA
NEEDS AND ASSESSMENT STUDY OF THE HUNTINGTON BEACH LIBRARY SYSTEM
MSC-262
*Future Directions*
*Library Space Expansiou*
*Library Parking Needs*
*Technological Enhancement*
*Service Measurements*
*Financial Requirements*
--£resented By:
RBW Associates, Inc.
P. 0. Box 710789
Dallas, Texas 75371
214/826-6981
s
FEIN/75-1726928
s
February 18, 1987
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matting address: p os. box 710789 dodos, terns 75371
x
hbw ossoclotes, Inc..how
(214)826d981
6352 lokeshore
dodos, texos 75214
Library Planners and Consultants
February 18, 1987
Purchasing Department
City of Huntington Beach
Q: 2000 Iliein Street, P. 0. Box 190
aunting"ur. Beach, CA 92648
Gentlemen
As requested by the City of Huntington Beach, HBW Associates, inc. is pleased t,
to present this proposal to furnish professional services for the Needs and
AssessmentStudy of the Huntington Beach. Library System.
s
PROJECT TFAM SUMMARY
HBV Associates, Inc., Library Planners and. Consultants is based in Dallas, '
Texas and is one of the leading —library planning firms in, the nation. Formed
in 1979, HBW offers an extensive range of library planning services. The
firm's three principals have over 60 years of combined, library administrative,
a
management, .and planning expertise. David Henington is the director of the
Houston Public Library. Lee Brawner is executive director of the Metropolitan
Library System (Oklahoma City), and Richard haters was the associate director
for public services of the Pallas Public Library, and is now a .full-time
library consultant for HBW.
ITAW projects include';
* San Diego Public Library
Development of a strategic space program for a proposed new Central
`Library, along with an analysis of solutions to address interim
space needs'. Several operational and staffing models for library ?
services were analyzed. Costs and benefits of various project
options were compared. Subsequently engaged to assist caith site
selection activities. Study project costs: not -to -exceed $30,000.
City of Carlsbad Library Systems s
HBW and Michael Feerer & Associates wrtked together on this project.
The team evaluated existing Carlsbad library'progi-ams, staffing, "
facilities and sites, _leading to space' need recommendations for
expansion of the existing Main Library as well as recommendations
regarding new library facilities to serve this rapidly expanding
community. Now assisting 'with site selection process for large new
branch library. Study project; costs: $16000.
mcilGng cddress p.o. box 710789 deltas, tzms 75371
n
hbw ossodotes, Inc.
hb"W
(214) 826-6981
6352 Lakeshore
,® dollos, texas 75214'
Ubrary Planners and Consultant
February 18, 1987
Purchasing Department
City of Huntington Beach
2000 Main Street, P. 0. Box 190
~'Huntington Beach, CA 92648
Gentlemen:
r..s requested b , the City of Huntington Beach, HBW Associates, Inc. is pleased
to present this proposal to furnish professional services for the Needs and
Assessment Study of the Huntington Beach Library System.
PROJECT TEAX SUW_&RY
MBV Associates, Inc., Library Planners and Consultants is based in Dallas,
'texas and is one of the leading_11i r,%r_y planning firms in the nation. Formed
in 1979, HBW offers an extensive ige of library planning services. The
firm's three principals have over 60 years of combined library administrative, s
management, and planning expertise.. David Henington is the director of the
Houston Public Library. Lee Brawner is executive director of the Metropolitan
Library System _(Oklahoma City), and Richard Waters was the associate director
for public services of the '.Dallas Public Library, and is now a full-time
library consultant for HBW.
HBW projects include:
* San Diego Public Library
Development of a strategic space program for a proposed new Central r,
Library, along with an analysis of solutions to address interim
space needs. Several operational and staffing models for library x
services were analyzed. Costs and benefits of various project
options were compared. Subsequently engaged to assist with site .�
selection activities. Study project .costs: not -to -exceed $30,000`, a
City of Carlsbad Library` Systems?
HBW and Michael Feerer &-Associates worked together on this project:.
The team evcluated existing Carlsbad library programs, staffing,
facilities and sites, leading to space need recommendations for
expansion of the existing Main Library as well as recommendations s
regarding new library facilities to serve this rapidly expanding
community. Now assisting; with site selection process for large new
branch library. Study project costs: $16,000. f
moping oddmss p.o. box 710789 dollos texas 75371
•�r+atiwnsh� t ..v .+e..zr;.... . S �Y
Santa Ana Public Library
Development of a 15-year master plan for tho Santa Ana Public
Library. The planning study encompassed facility planning,,
staffing, financial considerations, end collection development/ eval-
uation, and the impact/future of technology and automation. " Study
project costs $35,000.
Tucson Public Library
Programming of the new 94,000 SF, $15 million Central Library
building to be located in downtown Tucson. The project will be part
of a joint public and private sector downtown redevelopment project.
The complex will be a mixed -use project involving library space,
r commercial space, shared parking facilities and an urban plaza.
Contract extended to develop revised organization structure and -
staffing needs. Study project costs: $12,500..
*Chula Vista Public Lib ary
HBW, in a3sociation with Michael Feerer & Associates, is working
with the library staff and a citizens committee on the development
of a 25-year Master Plan. Tasks include a strategic planning work-
shop for staff, a citizents user survey and a materials survey, a
review of the potential for cooperative ventures with school and
community college libraries, services in general, and library
facilities to serve a major population expansion. The project will
conclude during the first quarter of 1987. Study project_ costs:
$32,000.
* Pikes Peak Library District
HBW programmed this 63,000 SF, $10 million regional library in
Colorado Springs, Colorado that opened to the public January 1987.
The facility has been designed for the latest technology in the
storage and transfer of library information. HB14 also reviewed the
architectural plans and specifications, and furniture and equipment
layouts. Study project costs: $25,,000.
* California State? University,_System
HBW was contracted by the California State University System to
conduct an in-depth study of the space needs of nine of the 19
Jibraries within the system. Study project costs: $35,000
* Brevard County Library
HBW has performed two studies for this Florida county! The first
study recommended a movement away from a federation of libraries to "
a county -wide service; the second (completed is 1985) analyzed and
recommended a stronger role for a county library, funding needs, a
4 facilities plan, and organizational consideration. HBW was later
hired to prepare a building program for a new 25,000 gsf, $5 million
library for Melbourne, one of the ci,'cies in the county system.
Study project costs: $10,000 (second Eaudy). w
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JAIL
CLIENT RUEREIiCES FROM SDMIAR PROJECTS
We strongly encourage that you contact our prior clients in order to bear
directly how others have benefited from sur planning, services. We will be
happy to provide additional references upon request. Sample references
include'
Santa Ana Public Library
Contact Person: Mr. Robert Richard, Director
Santa Ana public Library
26 Civic Center Plaza
Santa Ana, California 92701
* Carlsbad City Library 714/834-4013
Contact Person: Clifford E. Lange, ➢hector
Carlsbad City Library
1250 Elm Ave.
Carlsbad, California 92008-1991
619/438-5654
San. Diego Public Library
Contact Person: Mr. William W. Sannwald, City Librarian
San Diego Public Library
202 C Street, Mail Station 9B
San Diego, California 992101
619/236-5870
* Tucson Central Library
Contact Persona Ms,. Marcia King, Director
Tucson Public Library
P:.-�Q. Box 27470
City Hall Annex
Tucson, Arizona 85726
601.1791-4391
* Chula Vista 'Public Library
Contact Person: Ms. Rosemary Lane, Director
Chula Vista Public Library
365 "F" Street
Chula Vista, California 92010
619/691-5070
Pikes Peak Regional Library
Contact Person: Mr. Kenneth E. Dowln, Director
4 Pikes Peak Library District
P. 0. Box_ 1579
Colorado Springs, Colorado 80901
303/473-2080
k
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Aft
California State University System
Contact Person Evan Reader
Division of Library Affairs
Office of the Chancellor
The Ca.1_1,3-.nia State University
400 Golden Shore
L'org Beach, California 90802
213/4-98-4047
Brevard County Library
Contact Person: Ms..,Kathryji Stewart, Coordinator
Brevard County Library System
Bldg. G, 700 South Park Avenue
Titusville, Florida 32785
305/269-8937
U19DERSTANDING Affl) APPROACH TO Y07JR PROJECT
+ The City of Huntington Beach is seeking to undertake a broad based Needs and
Assessment Study of the Huntington Beach Library System.. The study and report
should focus attention on the existing and emerging needs of the City as such
needs can be served through the Central Library, while acknowledging existence
of the total city library system comprised of the Central Library and three
branch libraries. There are twelve (12) basic study criteria. They are:
I. Review the City of Huntington Beach Library Systems''s four
facilities and the library's services and programs in general.
2. ReviewtheCentral Library complex in detail, including services and
programs, plans, on -site inspections, and staff interviews.
3. Review the`Central-Library original parking lot and oft -site parking
x
lots, including plans and on -site inspections. "+
4. Review and analyze all available records of the. Central Library
regarding population, employment, housing, collection development,
circulation, patron ages, programs, technology, and trends, as well
as other data necessary for final assessment.
5. Confer with the City's Planning Division regarding population trends>
of Huntington Beach, projections, age groups, income averages, area
concentrations, and other pertinent data..
6. Meet with various administrative officials, boards, commissions, and
library support groups to receives their thoughts, ideas, and
concarns.
7. Research comparative analysis with other communities of lesser and -
larger size as to library area provisions per capita population, age
groupings, and other relevant information for the final report.
8. Research nationwide percentage standarus and recommendations for
space, population, and age group as may be available, including user
parking ratios.
4
S. Research latest technological developments in both hardware and
software and their applicability to the library and its service
delivery system.
10.Review the materials collection development process.
W 11. Review the library services and programs including the departments
:if reference, children's, circulation, branches, technical
processing, and media.
12. Review the overall library service program as to how it meets and
serves the city and the trends present and emerging within the city
of Huntington Beach.
Several important issues regarding our approach to your project are
highlighted below. The issues form the context to responding to your
description of work.
N Our planning process is rigorous and will emphasize a close working
relationship with the Library staff, Planaing, Public Works, Redevelopment, ,
Administration, and others, e.g. Library Board --hereinafter referred to as
"TAbrary Committee." We propose "to utilize a "workshop approach. The
workshops would be held with the "Library Committee" and other participants
you desire. We have found that it is one of the most useful ways to evaluate
facility planning issues and establish planning strategies. We have worked
closely with past library clients in �a workshop format and it has proven to be
a very successful and comfortable approach. We will precede the workshops
with a written summary of issues that will be considered, so that participants
will come prepared to discuss each item. We also recognize the importance of
.regular reviews during each phase of work. The periodic reviews will enable
us to fine—tune our analyses and findings so that our work is of most value to
the City of Huntington Beachyibrary System.
We believe there are at least three critical factors which will dete'rlmine the
"degree to which the project is successful in sleeting the stated goals and
objectives. The "Critical Success Factors" are:
A complete and comprehensive data collection and analysis effort,
Creative and forward —looking recommendations developed within a:
framework of realistic alternatives,
Effective and plentiful communications throughout the project.
The approach and methodology outlined below have been developed based on these
"Critical Success Factors" with considerable emphasis on the involvement of
the "Library Committee" in the process from start to finish.
Our firm has always been committed to a principal -level day—to—day detailed,
working involvement is our projects. We will make that commitment to you th
writing. Richard Waters and Michael Feerer, as co -principal consultants,
will be actively involved in all details of your project, not just project
management and client contact. This commitment is reflected by our time
estimate described in a later 'section of this proposal letter.
5
All
We `respect your unique 'goals and will.emphasize a planning procens that
creates, the most appropriate response to your goals. We do not have a
"formula" or "boilerplate" approach to our projects. We pride ourselves on
responding to local .concerns that make each project unique.. Our workshop
approach. will provide a team —oriented process of working with you. This will
ensure that -the results of our work will meet the informational requirements
t'if the City of Huntington Beach as well as create an effective. long -range -
planning response to the unique needs of the city. It is through a
combination of creativity, experience, strong planning and a team —oriented
process that we will offer a special professional service to the City of -
Huntington Beach Library System.
DESCRIPTION OF WORK AND PROJECT SCHEDULE
We have reviewed in detail the outline description of work that was provided
in your Request for Proposal (RFP). We are comfortable with the approach and
timing of each phase of work. With our workshop process of developing and
reviewing information and issues with you, we will be able to meet the ninety
(90) day completion date for submitting the final report (and the periodic,
.specified progress reports).
SUMMARY OF TEAM ADVANTAGES
In summary, we feel that the combined experience and technical capabilities of
our offices offer the following major advantages to you for your projects
* Our team has been nationally recognized for its library and facility
planning excellence. We have served many libraries in California and
nationally and have enjoyed a consistently successful track record of
facility planning performance.
Due to our planning for —many other libraries, we are very familiar with
the wide range of issues to consider during the planning process.
k
We are very experienced in a workshop approach to this project and have
successfully used this approach in the past. It will provide a
comfortable and effective method of working with you through each phase
of your requested scope of work.
Above all, z<e have a respect for your unique goals and we emphasize a
project process that creates the most appropriate response to your
goals --we will not use a "boilerplate" approach to your project."
a
Thank you for the opportunity to submit this proposal for your consideration.
We are eager to be involved in this project and we look forward to discussing
this further with you.
Sincerely,
RichardL. Waters, Principal Consultant
HBW Associates, Inc.
214/826-6981 Dallas number
405/947-1109 - Oklahoma C4ty number z
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NEEDS AND AssEssmmrl STUIDY OF THE CITY of HuNmGroN BEAca LIBRARY SYSTEM
Work Program: February 18,;`1987
1 CURRENT LIBRARY SERVICES ASSESSIENT
i
1.1 Complete Start -Up Meeting To Review Project Process And Existing
Information Related To The Project
The Start -Up Meeting will initiate the project. We will review with the
"Library Committee" our scope of work to ensure that all project partici-
pants understand our approach and tinting for each task. At the meeting
we will submit a request for existing information related to this study.
Documents we anticipate requesting will include any relevant past studies
that may have occurred. We will also need to review and discuss the
library staff lists, salary schedules, service plans, existing collection
statistics, development policy and program statements, organizational
assumptions, as well as usage statistics. We will also obtain population
and demographic statistics from the appropriate planning bodies that are
related to the current and future service areas'. Dates and times of
upcoming meetings with the "Library Committee" will also be scheduled.
"Librar7, Committee" Responsibility During This Task: The "Library
Committee" will need to have any management staff that it desires to
participate in this study available for the start-up meetings The
"Library Committee" will need to provide us with five copies of the above -
mentioned documents within the first week of the project.
1.2 Inventory Existing Facilities And Utilization Of Space
We will visit the existing libraries within the system and assess the
layout of furnishings and stacks within each area during a detailed walk
through visit to each facility. This will enable us to determine the
"ultimate" additional vdlume and material capacity of each existing
library. We will also then determine if them are any feasible expansion..•
options to existing libraries. This detailed inventory will enable
us to determine adequacies/inadequacies of each facility.
"Library Committee" Responsibility During This Task:: "Library Committee
Is to provide existing floor plans of the Library and a current
furnishing layout plan. The team will also need an accurate estimate of
current holdings and materials within the facilities. Schedules for on -
site visits will need to be coordinated.
1.3 Review of Services
During our facility site visits we will also meet with the key staff of
each library to review each service program, user responses, and
perceived/known strengths and weaknesses.
"Library Committee" Responsibility During This Task "Library Committee"
�' to coordinate all on -site visits.
1.4
Develop, administer, and Analyze Citizen Survey
This task stems from our belief that the most effective planning for
library service entails an element of citizcr_ user participation. We
will develop 'a user survey instrument for administration by the library
systeie (staff and/or volunteers). The survey will be designed to
identify library user characteristics, frequency of, library use and
needs. We will conduct a training session for staff or volunteers who
will administerand tabulate the instrument. The results will be
returned to us for analysis.
"Library Committee" Responsibility During This Task: The "Library Committ
determine which staff or volunteers will administer and tabulate the
instrument.
1.5
Review of Available Materials Collection Resources/Process
Concurrently with tasks 1.2 and 1.3 we will review and analyze the
,•
content and extent of available library material resources and the
collection development. process. This review will be adequate to
determine future needs and .how they can be met. On —site visits, a review
of published reports and use strategies, and a materials availability
survey will be utilized.
Zibrary Committee" Responsibility During This Task: Similar, to tasks
1.2 and 1.3.
1.6
Review Of Changes In Place/In Planning
This task will involve persons outside the library community, e.90
planning officials, transportation experts, etc. We will review
published documents, and --meet with appropriate persons in order to become
aware of and understand the changes underway/being planned.
"Library Committee" Responsibility During This Task; Coordinate needed
interviews with officials.
1.7
Review Central Library Parking Requirements
We will review, with the Department of Public 'Works, the parking
requirements of the Central Library; including the original parking lot,
off -site lots, and (if applicable) street parking. Options will be
developed., with illustrations, as to how additional parking can be '
provided in light of current needs and projected needs if the Central
facility is expanded.
"Library Committee" Responsibility During This Task: The "Library
Committee" will need to make all necessary data available to us, and -
coordinate meetings with appropriate officials.
rt
Ash
1.8
Obtain Input From Administrators, Boards,, Commissions, And Support. Groups
'
Tac will wcct, individually and in groups with various- administrators,,
boards, etc. for the purpose of obtaining their, views, opinions,' ideas
!
and.concerr.s regarding the future needs and services of the City of
Huntington Beach Library System.
,Library Committee" Responsibility During This Task: The "Committee"
will need to coordinate appointments/meetings, and make space available
for group meetings, e.g. with the Frienda ^f the Library.
1.9
Submit Written Outline Of Preliminary Findings Of Above Tasks For
Consideratioin. Prior To Workshop Meeting #2
We will develop an outline.of our findings from prior tasks. An
evaluation of existing facilities will be developed from the facilities
inventory. Service- areas and population characteristics will be
summarized together with current service levels of each area, preliminary
service/collection growth protections (based on the service/collection
statistics, organizational direction, and anticipated user service area
growth). The outline will also address Central Library parking, and the
materials collection development process and availability.
"Library Committee" Responsibility During This Task: The "Library _
4
Committee" will need to be available by telephone to coordinate with us }
during our development of this issue outline.
1.10
Complete Workshop Meeting 12 And Discuss Findings Of Prior Tasks
7y
We will meet with the "Library Committee" at a meeting site in the City
to intensively review the information and .issues contained in the written
outline of task 1.9. Since our written outline of services assessment
issues will be submitted- prior to the torkshop, participants will s
understand in advance what topic will be discussed. The goal of the
workshop will be to decide and clarify issues which will enable us to x
begin to accurately forecast the future service and facility needs of the
libraries for the City of Huntington Beach.
"Library Committee" Responsibility During This ;'ask. The "Committee" r
will need to make a fleeting site available for this session.
2.
COMPARATIVE ANALYSIS, STANDARDS, TECHNOLOGY
2.1
Comparative Analysis With Other Communities
We will prepare a comparative analysis, looking at city library systems
in California and the Western United States that are in a population
range of +' or - 25,000 of the current City of Huntington Bead`
population
"Library Committee" Responsibility During; This Task: None.
2
9 .'
2.2
Review of Accepted Standards/Recommendations
We will undertake to research the accepted national and' state standards
with regard to library space and services in relation to population -
projections, age group distribution, and library services/"housing"
tequrements.
"Library Committee" Responsibility During This Task: done.
23
Technological Developments
HBW will research and report on the latest available and planned
developments in library and other applicable areas of technology --both
hardware and software --that may have an impact on the library system.'
"Library Committee" Responsibility During This Task: Make us aware of
current uses of technology, and any plans for changes, upgrades, and
enhancements.
2.4
Analysis of Citizen Surveys
We%iill analyze the tabulated citizen user and materials availability
surveys in order to incorporate this important data into the final
report.
"Library Committee" Responsibility During This Task: Make available to
us the tabulated. results of the two (2) surveys:
2.5
Submit Written Outline Of Preliminary Findings Of Above Tasks For '
Consideration Prior To Workshop Meeting #3
We will summarize our—rindings from prior Phase 2 tasks. The summary .
will be distributed prior to Workshop Meeting #3.
"Library Committee" Responsibility During This Task: The "Committee"
will need to be available by telephone to coordinate with us during our
development of this summary:
2.6
Complete Workshop Meeting #63 And Discuss Findings Of 'Prior Tasks
We will meet with the "Library Committee" at a meeting site in the City to
intensively review the summary of Phase 2 tasks. Since our summary will
be submitted prior to the meeting, participants will understand in
advance 'what topics will be discussed. The goal of the session will be
similar to that of task 1.10.
"Library Committee" Responsibility During This Task: The "Committee'—
.ill need to make a meeting site available for this session.
10
Ask
3 e : • S/ASSESSHENT REPORT
3.1 Prepare Draft Report Summarizing Entire Work
Based on all of the prior work to date (including submittal and review of
summaries on specific topics in the above tasks), we will develop a
'cohesive and clear 'Draft Report that ties together our entire work. The
program will provide:
a. Recommendations for future direction of tl:e City of Huntington
Beach Library System, including the Central. Library and extension
facilities.
b. Data supporting conclusions regarding iche need for expansion of the
Central Library, parking availability, and/or other specified
programs deemed necessary.
C. Recommendations of space allotments for book stacks and material
capacity, open space, meeting and/or program space, office and
workroom space, parking spaces, and other Building area breakdowns.
d. Alternatives for current space utilization until expansions are
completed.
e. An evaluation with recommendations and service levels for Central
Library Children's and Auditorium wings, together with preliminary
cost estimates.
f. Parking report with cost estimates and designs, including conceptual
site plans of existing parking as well as additional parking needed
associated with expansion.
g. Recommendation for technological enhancements in both software and
hardware for both children's and adult services, and staff
productivity.
h. Service standards and levels to be used as measurable resources.
The final report will also include a proposed calendar for implementing
each of the specific recommendations.
3.2 Submit Draft Report For Review By "Library Committee"
The Draft Report will be submitted to the "Library Committee" for review
at Workshop Meeting #4. Comments and final refinements may also be
received in writing, leading to the development of Final Report.
"Library Committee' Responsibility During This Task: Timely review of
the Draft Report. The "Library Committee" will need to make a meeting
site available for this session. Ten (10) copies of the report (and all
other reports) will be provided (as well as a camera-ready version of the
reports in case there is a need for more copies).
3.3 Produce And Submit Final Report
Based on the review/comments regarding the Draft, we will produce and
submit a Final report. The report will address the needs of the City of
Huntington Beach Library System as outlined in task 3.1.
"Library Committee" Responsibility During This Task: None. We will
provide ten (10) copies, plus a camera-ready version. This task will be
completed within ninety (90) days of contract signing by all parties.
11
PROJECT TINE
Activity`:
Date
Proposal Submittal Deadline
February 20; 19$7
Consultant Selected/Under Contract
about April lO, 19$7
Task 1.1
Week 1
Task 1.2
Week 2
Task 1.3
Week 2
Task 1.4
Week 3
Task 1.5
Week 4
�. Task 1.$
Week 4
Task 1.7
Week 5
1
Task 1.8
Week 5
.
Task 1.9
Week 7
Task 1.13
Week 8
Task 2.1
Week 7
j
Task 2.2
:Week 7'T
Task 2.3
Week 7
Task 2.4
Week 8
Task 2.5
Week 9 .
Task 2.6
Week 9
h
-
Task 3.1
Week 11
Task 3.2
Week.12
s
Task 3.3
Week 13
Task 4.1 (Optional)_
Week 14-17
it
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1
V
TEAM RACCKGFLOUM
I. BACkGROLM: HBW ASSOCIATES, INC.
A. National Consultin Organization
HBW Associates, Inc. Library Planners and Consultants is a national
library consulting organization. A Texas corporation, the main HBW office
-located at 6352 LakeshGre in Dallas, Texas 75214 (mailing address is P. 0, n
710789, Dallas, TX 7s371). Other offices are located in Houston and Okla._,Jrs
City, The officers of the firm are David M. Henington, president; Lee B.
B.r.awner, vice-president; and Richard L. Waters, secretary/treasurer. HBW
Associates was organized in 1979. As a firm the company has conducted
consulting studies for libraries or all types across the nation.
r
Each gf the HBW officers is a nationally -recognized library administra-
tor; the HBW reports and studies reflect this experience in terms of
recommendations based on contemporary solutions to library planning problems
and needs. David tienington is director of the Houston Public Library; Lee
Brawner is executive director of the Metropolitan Library System serving
Oklahoma City and Oklahoma County; prior to his full-time association with HBW
in 1985, Richard Waters was associate director for public services with the
Dallas Public Library.
(HBW' Associates' Federal Identification. Number is 75-1726928. ABW pro-
vides Worker's Compensation and Employer's Liability insurance coverage for
all HBW employees. The Certificate of Insurance will be submitted upon
request).
B. Scope of Services
{
HBW's principals and associate consultants, representing nationally -known
specialists, provide consultation services to libraries, firms, architects,'
interior designers, planners, institutions and government bodies on a wide
range o£ services including;
Library planning process studies for libraries.
Long-range master planning, studies.
* Space utilization and planning.
Building programs and start -to -finish consultation for new
construction, remodeling and additions.
Library automation studies and plans.
* Public relations and fundraising programs.
Organizational/administrative/personnel studies.
Related workshops and training clinics.
Executive Search Services for library administrators.
C. Philosophy
HBW believes that every elected official and appointed administrator is
concerned with the same objective, namely, providing effective services to
citizens at the most reasonable cost. This is accomplished by careful
�.
planning which utilizes an."Effective Planning Process" "'(see appendix), is
flexible to meet changing needs, maxLmizes staff potential, and gives
14
j
fi
+R k
attention to proven methodologies for effective service.iIBW's consultants
combine experience, objectivity, proven practices, and planning skills to meet:_
the particular needs of local libraries of all sixes and types.
D. Protect Consultants
For each project that HEW undertakes one officer serves as the Principal'
Consultant and a second as Associate Consultant. HBW also includes
nationally -recognized library specialists, our associates, as part of the
Project Team when neeced. This approach offers the client the benefit and
experience of a consultant team throughout all phases of the study project.
E. Vitaes for HBW Principals And Associates
David M. Heningtton, President
Mr. Renington, a Columbia University graduate, began his professional
career with the Brooklyn public Library as an assistant branch head/ young
adult librarian. For the past 19 years he has directed the a,:erations of the
Houston Public Library, the largest public library in the Southwest. Serving
a city population- in excess of 1.6 million, plus another 1.5 million in thel
greater Houston area, Mr. kenington understands the demands and pressures of
providing quality library service and planning for related facilities to serve
a diversified populace in a city governed by a strong mayor form of
government. He serves as president of HBW. In addition to his executive
responsibilities in Houston, he has performed consultants hips in California, x
Colorado, 'Florida, Louisiana, Minnesota, South Carolina, Texas, and Virginia.
A former president of both the Texas Library Association and the Public
Library Association, and a trustee of the Urban Libraries Council, Mr. 1.
Henington's professional recognitions include the Liberty Bell Award from the
Houston Bar Association and the Librarian of the Year from the Texas Library
Association,
Lee B. Brawner, Vice ,president
Mr. Brawner completed his MLS at George Peabody Library School. He has
held administrative positions in the Dallas Public Library, directed the Waco =.
:Public Library, and served as assistant state librarian in Texas with
responsibility for statewide library development including the supervision and
coordination of forty library building projects. For the past 15 years he has
served as executive director of the Metropolitan Library System serving a '
population of over 650,000 persons in the 750 square mile area of Oklahoma
County. In 1981, Oklahoma County voters approved a 79 percent library tart
support referendum for the library system with a "yes" vote of over 76 per— >
cent. During his tenure in the position he has completed over 50,000 square
feet of new community libraries and is currently overseeing the construction
of a: new :$3.2 million 36,200 square foot :regional library for the city -county 1%1.1
system. He serves as vice president of HBW. Mr. Bra.wner has conducted
library constiltant ships in Texas, Oklahoma, Illinois, Iowa, Louisiana, Min-
nesota, Washington, Florida, and California. He is an adjunct professor at
Texan Women's University Graduate School of Library Science where he has
taught a 'master's/doctoral—level course on library buildings and furnishings.
Active in professional associations, he has chaired ALA's National Library
Week` Committee and I:ominating Committee and ,ierved on Council. In 1983 he
15
received the Oklahoma Library Associatioif's "Distinguished Service Award" for
his contributions to Oklahoma libraries and to librarianship. He is a past
president of the Oklahoma Library Association. Ile is also a former president
of the Freedom to Read Foundation, and a member of the ALA/AIA Library
Building Awards Committee.
Richard L. Waters, Secretary -Treasurer
Mr. Waters directed the public services of the Dallas Public Library for
ten years. Prior to that post, he was Chief of the Central Library and Chief
of Branch Services for the Dallas system. He was a principal library officer
in the develo,iment of the library's service goals, its long-range plan, and
the new (opened in 1982) Central Library. He holds an MLS from tht Jniversity
of Washington in Seattle. His consulting experience, prior to the formation
of HBW, included county consolidation studies in Seminole and Monroe Counties,
Florida, and the Model Cities area for the Waco -McLennan County (TX) Public
Library. He served as HBW's principal consultant on California projects in
Carlsbad, Chula Vista, San Diego, and Santa Ana. Other consulting experience
includes a physical facilities/space needs study for the Fairfax (VA) County
Public Library, on the 5-year plan for the St. Paul (MN) Public Library, on
the 10'-year master plan for the Abilene (TX) Public Library System, and on the
study of Illinois library systems. He serves as HBW's Secretary/Treasurer.
Active in professional associations, he was president of ALA's Library Admini-
stration Division and .Public Relations Section. He is now editor of the
Public Library Quarterly, a Haworth Press publication.
16
my op HDRITnmw BEACH PRojEcr 1E®Pi
For the Needs and Assessment Study of the City of Huntington Beach -
Library System, the HBW team will consist of five (5) consultants. They are:
Richard L. Waters,, principal consultant, David M. Henington, associate
consultant; Jay B. Clark, Sheryl A. dungy, and Michael Feerer, associates.
Mr. Feerer will: also serve, with Mr. Waters, as co —principal consultant.
Vitaes for each team member are included as part of this proposal.
Richard Waters will be the principal consultant. He will direct all
activities of the HBW team. He will be the principal on -site consultant. Mr..
Waters has been the HBW principal for the Carlsbad, Chula Vista, San Diego,
and SantaAnaprojects:
David Henington will be the second HBW officer involved in the project.
Mr. Henington, as director of the Houston. Public Library, is an active member
of .a Houston conSLrtium of libraries which brings academic, public and special
libraries together on a regular basis to discuss and pursue cooperative
endeavors. The Houston Public Library also is the "owner/mans-er" of a branch
library facility that was planned, designed, and is operated as a public
library branch, a middle school library, and a community college learning
resource center. Mr. Henington was HBW principal consultant for the Jefferson
Parish (LA) Library Master Plan and the Charlotte & Mecklenburg County{aC)
Public Library facility program, and associate consultant for the Santa Ana
project.
Jay Clark directs the automation and computer activitiesof the Houston
Area Library System, a system of 50 public libraries in a 23 county area in
Southeast Texas. Mr. Clark is also chief of technical services for the
Houston Public Library. He has served as HBW associate consultant for studies
in Santa Ana, St. Lucie County, FL, Leavenworth, KS, and Lewisville, TX. He
is a member of the board of -directors of the AMIGOS Bibliographic Council,
Inc., a multi —type library network providing automated services for libraries
throughout the Southwest.
Sheryl A. duR:oy is a Pasadena —based librarian and information specialist.
She was an associate consultant for collection development on the HBW study of
the Santa Ana Public Library. Her past experience includes work with
corporate, public, and state libraries.
a
Michael Feerer is a San Diego architect who specializes in space planning
for local governments in Southern California. He and Mr. Waters have worked
closely together on the Carlsbad', Chula Vista, and San Diego projects.'
Mr. Clark will be chiefly responsible for the r. thnological developments
review; Ms. duRoy will work primarily on the collection development aspects of
the, study as well as the citizen user and materials availability surveys; Mr.
Feerer will be chiefly responsible for the demographic and population
projections, the parking needs, capital cost estimates, as well as serving as
principal co —consultant.
Mr. Henington, in addition to serving as associate consultant, will be
chiefly responsible for the comparative analysis and the standards. All five
(5) team members of the HBW study team will participate in the 'preparation of
the final report. r
i7
i
Aft
MQUESTED Ct MPMi
Eased on the outline description of work provided by the City of Huntington
Beach,- the hours are estimated $oi~ each team member, leading to a total
requested compensation for this project. The request is subject,to
negotiation.
Phase I: Current_Lihrary Services Assessment
Richard Waters 72 hours @ $75/hour. = $ 5,400
David Henington, 8 hours @ $75/hour = $ 600
Jay Clark 4 hours @ $40/hour'= $ 160
Sheryl duRoy 64 hours @ $40/hour = $ 2,560
Michael Feerer 92'hours @ $75/hour = $ 6,900
Clerical 40 hours @ $15/hour = 600_
Subtotal Fees: $ 16,220
Expenses:
Travel (Air Fare, Meals, Lodging, Mileage) $ 2,997.50
Communications $ 200
Printing $ 300
Subtotal Expenses: �� $ 3,497.50
PHASE I SUBTOTAL S 19,717.50
Phase II: Comprehensive Analysis, Standards, Technology
Richard haters 20 hours @ $75/hour = $ 1,500
David Henington 18 hours @ $75/hour = $ 1,350
Jay Clark 16 hours @ $40/hour = $ 640
Sheryl.duRoy 20 hours @ $40/hour = $ 800
Michael Feerer 10 hours @ $75/hour - $ 750
Clerical 15 hours @ $15/hour $ 225
Subtotal Fees: $ 5,265
ExFerses
Travel. (Air Fare, Meals, Lodging, Mileage) $ 635
Communications $ 50
Printing $ 100 a
Subtotal Expenses: $ 785
PHASE Ii SUBTOTAL $ 6,050
}
Phase 111; Needs/Assessment Report
Richard Waters 56 hours @ $75/hour _ $ 4,200
David Renington 10 hours @ $75/hour — $ 750 t
Jay Clark 6 hours @ $40/hour _ $ 240
Sheryl. duRoy 10 hours @ $40/hour 400
Michael Feerer 36 hours @ $75/hour _ $2,700
Clerical 40 hours' @ $15/hour _ $' 600
Subtotal Fees: $ 8,890
18
i
Phase III (contd.)
Expenses:
Travel (Air Fare, Meals, Lodging, Mileage)
$ 635
communications
$ 300
'
-: Printing
$ 500
Subtotal Expenses:
__._�.___�
$
1,435
PHASE III SUBTOTAL
$`
10,325
Phase IV: Citizen Workshop (02tional)
P Richard Waters 16 hours @ $75/hour =
$ 1,200
David Henington 12 hours @ $'75/hour =
$ 900'
Clerical 6 hours @ $15/hour
L 90
Subtotal Fees:
$
2,190
Expenses:
Travel (Air Fare, Meals, Lodging, Mileage)
$ 635I
Communications
$ 50
Subtotal Expenses:
$
685
PHASE IV SUBTOTAL
$
2,875
Grand Total Estimated Fees:
$
30,375.00
Reimbursable Expense Allowance:
$'
53,717.50
Administrative Overhead @ 8% of Fees/Expenses: _
$ _
2,887.40
Total Requested Compensation;
$ _
38,979.90
Task 4.1 (Optional)
$
3,105.00
GRAND TOTAL REQUESTED COMPENSATION:
$
42,084.90
-Richard L. Waters, Principal Consultant, will have
the authority
to negotiate "
and contracturally bind the team and should be contacted during the consultant
evaluation -process. This compensation bid is good for, sixty (60) days from
the date of this proposal.,
t
19
x
All EFFECTIVE PL.VmNINO PROCESS
x
- -
Library Objectives
i".stablish
Other Gov't. objectives
Describe
collect
Library
Programs
_
Data
Goals
Capital objectives
objectives
/
!/
,
Financial
Plan for
Involve All
Involve
Identify
Forecast
Detailed
Develop
Identify
Make w
Planning
Levels of -
Users and
Problems _v
Revenges
and
4 Strategies
Long -Range
Recommendations
Management
Non -Users
Eh penses
Needs
AML
Financial and Daily
Annual
Document 'and
Performance Operati
n Budget
Implement
evaluation
Preparation
Plan E.
s
WIN
1
RICHARD L. WATERS
6352 Lakeshore Drive
Dallas, Texas 75214
214/826-6981 Dallaa number
4051947-1109 Oklahoma City Number
SUMMARY OF Twenty-seven years of library experience including two years as
EUTER CE a full --time library consultant for HBW Associates, Inc. Library ,
._ Planners and Consultants, preceded by 19 years with the Dallas
Public Library as Acting Director, Associate Director of PublicServices,
Chief of the Central Library, Chief' of Branch Services, and Head of the
Science and Industry Division. Other library experience includes posts with
the Seattle Public Library, the Wichita (KS) Public Library and the Public
Library of Springfield -Greene County, Missouri.
Background includes experience in library,•building,plann.''g,,.,dPjgu, and
construction; budgeting;. long-range planning; fund raising and grantsmanship;
marketing and public elections; and public services planning and programming.
Experience in all phases of planning the Dallas Central Library (opened April
1982, 690,000 sq. ft., 205 parking spaces, $42.7 million budget including $12+
million in private funds); the development of the library's long-range plan of
service; and the planning, design,, construction, and operations of ten branch
libraries.
Consulting experience includes master plans for public libraries in Abilene
(TX), Central Arkansas Library System,, Chattanooga (TN), Chula 'Vista (CA),
Danville (IL), Saint Paul (MN), and Santa Ana (CA). Building Consultantships
have been performed for the Bloo.m,field (MI) Township Public Library, Cedar
Hills (TX) Public Library, IBM Technical Center (Austin, TX), Illinois State
Library, Loveland (CO) Public Library, Paris (TX) Public Library, Pike's Peak
(CO) Library District, Tucson (AZ) Public Library, and the Ursline Academy
(Dallas,
Library facilities studies completed Include Beauregard Parish (LA) Library,
Carlsbad (CA) City Library, Fairfax County (VA) Publi_ Library, Osceola County.
(FL) libraries, Seminole County (FL), and the San Diego (CA) Central Library.
Other consulting assignments include a study of library systems in Illinois. a
study of organizational structure and funding for the Clackamas County (OR)
Library Network, a planning study for the Episcopal School of Dallas, a study
of funding strategies for the Indianhead Federated Library System (WI),
automation and building planning for the Leavenworth (KS) Public Library, a
collection development study for the Queens Borough (NY) Public Library, and
county consolidation studies for several Florida counties---Brevard, Monroe,
Pasco, and 'Seminole. '-
Editor of the Public Library Quartet, a Haworth Press ,publicaticn.
CM=NT
UBW 'issasciates, Inc. Kailas, Texas
PaSITIOR
Principal Consultants 1985 to present
Serve as principal consultant for HBW Associates, Inc. Library
Planners and Consultants. HBW is a Dallas -based full -service library
consulting
firm with offices in Oklahoma City and Houston. In addition to
serving as
principal consultant, Mr. Waters is a managing partner of HBW,s
Library Executives Search Service. He is also secretary -treasurer of the
_
firm.
PROFESSIONAL American Library Association
ACTIVITIES
President. Library Administration Division, 1977-78.
Chairman. Local Arrangements Committee, 1984 Annual
Conference; Council Orientation Planning, (co-chairman), 1976--
77; Public Relations Section, Library Administration Division,
1973-74; Junior Members Round Table, 1970--71.
Treasurer. Freedom To Read Foundation, 1972-73.
Member. Library Administration and Management Assacia,tion
Fund Raising Discussion Group, 1981-; Reference and Adgit
Services Division MARS online for Public Library Services'
Committee, 1981-83 Conference Streamlining Committee, 1977-
$1; President`R Commission on External Relations, 1.976-78
Council, 1973-77; Co=rzil Committee on. Association, 1972-74,;
Executive Committee, Freedom To dead Foundation, 1970-73.
Children's Book Review Service
Member. Board of Advisors, 1972--.
AMIGOS Bibliographic Council w
Chairman. Nominating committee,, 1983-84.
Secretary. Board of Directors, 1975-77.
Texas library Association
Chairman. Junior Members Round Table. 1969-70; Public_
Libraries Division, 1968-69.
Member. Public Information Committee, 1983-84; Continuing
Education Committee, 1981-83; Public Relations Committee,
1976-78; Executive Board,_1970-73'.
DalLas-County Library Association
President, 1972-73.
Program participant/speaker at library conferences/workshops
of American Library Association, American Society of Informa--- :r
Lion Science, Council for the Advancement of Experimental
Learning,` Mountain Plains Library Association, Southwestern:
Library Association, Arkansas Library Association., Nevada
Library Association, South Carolina Library Association, Texas
Library Association, and Ohio State 'Library. Participant in
Library Facility Location Project for Public Technology Inc.
r C
milli
RULATED
Admi strative Management Society, Member, 1967 to present.
ACTIVITIES
Friends of the Dallas Arts District,Member of Board, 1984-86
Museum. of African - American Life & Culture, Vice-president for
Planning, 1980 to present.
VNA, Inc. Member of Board, 1,980-86.
EDUCATION
University of Washington, School of Librarianship, 1966
Master of Librarianship. Electives included computer science
and human relations.
Southwest Missouri State University, 1960
Bachelor of Science. Majored in business organization and
management with minors in political science and sociology.
�. HONORS
Beta Phi Mu
Leadership Dallas, Class of 1978-79
Who's Who in the South and Southwest
Biographical Directory' of 7�ibrarians in the United States and
Canada
Selected as an Outstanding Young Man of America, 1971
PUBLICATIONS
Editor, Public Library Quarterly, effective Vol. 3, no. 4'-
"The Future o Library Buildings," Library Trends, Summer,
1987.
Contributing editor, Library Buildings, Texas Library Journal,
volume 59, 1983.
"Automation at the Dallas Public Library," Library Journal,
June 1, 1982 (joint author).
�•
"Local Sources of Funding." Facilities Funding Finesses
Financing and Promotion of Public Library Facilities, American
Library Association, 1982.
"Financing the _Electronic Library: Models and Options,"
Drexel Library Quarterly, Fall, 1981 (joint author).-
"Legislative Support of Library Services in Texas." Libraries
in the Political Process, Oryx Press, 1980.
"Telefacsimile: An Effective Document Transfer Tool?rd
The Serials Librarian, Winter, 1979.
4 "RINarch and Planning for School/Community Libraries, Final
Report,, 1978 (joint author).
"Tilting at the Windmill," Library Journal, June 15, 1975.
"Understanding Federal Aid: What Good Is Washington Doing
Libraries." American Libraries, November 1977.
"New Learning Paths in Dallas." Management World, September,
1977.
"What's Up In Downtown Dallas," Southern Methodist University/
Dallas Public Library, June 30, 1976, (editor, Proceedings).
"Special Report: Siting the Public Library," Wilson Library_
Bulletin, December 1975.
"Community Information Service: Should We? (Yes.) How?
(Carefully!)" Texas Library Journal, Spring, 1975.
Interface With Local Information Agencies: A Community
Information Network, ERIC Clearinghouse on Information
Resources, 1974.
"Building a Library: A Consultant's View," Texas Libraries,
Spring, '1971.
"Reference Service Planned By Reference Librarians," RQ, Fall,
1969.
"Survey of Cooperative Ventures in Texas Libraries," Final
Report Of A Library Inter -Network Study Demonstration and Pilot
Model, SMU-Texas..State Library, September, 1969.
"Advice to the Lovelone: What It's Like at Your First ALA
Conference," ALA Bulletin, January, 1969.
"Patrons Look at Libraries," Library Journal, September 15-,
1968: -- - -
"Library -Industry Cooperation: A Proposal," Texas Library
Journal, Summer, 1967.
"Free Space: Can Public Libraries Receive It?", ALA Bulletin,
Aft
h
DAVID K. HOiIIiMN
6225 San Felipe Road
Houston, Texas 77057
713/780--3798 Rome
713/222-4859 f�Fi�1ce
SUMMARY OF Twenty—five years of library experience including the director—,
EXPER1ENCE ship of a major public library; assistant directorship of
another major public library; directorship of a. middle sized
public library system, headship of a subject division of a major public
library; assistant branch head/young, adult librarian of -a major New York
public library.
Background includes experience in diverse administrative systems, governmental
budgeting, library systems planning, collection development and acquisition
processes, public services planning/programming.
Experience in planning and directing the total program of a rapidly expanding
urban area (a 300,000 plus population increase in the past ten years).
Several branch libraries have been opened, including ore building that will
serve as a community college, high school and neighborhood branch. The.
recently opened Central Library was awarded the major design prize by the
AIA/ALA in 197£,. Consulting experience includes work in Colorado, Florida,
Minnesota, Souta Carolina, Texas, and Virginia.
Have worked effectively with congressmen, state legislators, state and federal"
government officials, library boards, city and county officials, architects
and planners, Friends of the Library, community and civic groups.
CURRENT Houston Public Library, Houston, Texas
POSITION
Director, 1967 to present
Directs a major urban public library system in the fifth
largest city in the United States. The population of Houston is uow .in excess
of 1.6 million. To keep pace with the growth, fifteen new branch libraries
have been opened. In addition, a new 330,000 square foot Central Library was
constructed and opened. Usage of the library by business, industry and
residents has alao increased, the annual circulation of library materials
5
exceeds five million. The Houston Public. Library also serves as the
headquarters for two major cooperative ventures --the Houston Area Library
System and the Metropolitan Houston. Research Council. The former encompasses
25 counties with a population of nearly three million. The latter consists of
put:.'_ and private academic institutions, special industrial libraries and the
public library. -
PROFESSIONAL Americ „i Library Association
ACTIVITIES Public library Association, President 1972-73
Public Relations Section; Executive Committee, 1970-72
Texas Library Association
P >sident, 1,566-67
r„
Jay B. Clark,Director
Computer AccessNetwork
Houston Area Library S stem
500 McKinney
Houston, Texas' 77002
;
(713) 222.-4703
a
Current Position:
Director, Houston area Library Network. An online
,cooperative network. serving tan public libraries in a
�.
twenty-eight county area surrounding Houston.
Chief,` Technical Services, Houston Public Library.
Responsible for purchasing and.proces-:ng $5 million dollars
worth of materials and managing a staff- of 96 employees.
Automation Exuerience:
x.
-1.984 Developed equipment specifications for a
microcomputer based system to serve the administrative offices
of the Houston Public Library.
Conducted a study of the --information needs and required
Y
ti
resources for a gully integrated information system to support
all business processes of the Houston Public Library.
1983 Prepared bid specifications and selected a power
conditioning unit of 150 kvw that supports both the Tandem
and Data. General computers.
z<
Reviewed equipment and prepared specifications for a data
communication, system for. the Mauston Area Library System that
redlced transmission co-)ts and improved response time fora 100
terminal system.
f
Supervised the transi'ler of 4.50,000 bibliographic records
+from
g
Data General Eclipse S250 to a Tandem Nonstop 11 computer.
4
Developed specifications and selected an online serial
s
system to manage 3,000 serial titles at Houston Public Library.
'system
Theproduces requests for missing issues, supports
termiaal.s for public access, to. 'the database and provides
f`inasacial information for 'these titles.
z
1978-3981 Developed and implemented an online inventory
control system for the Houston Area Library System. 'Shin_
Included: 1) converting the manual catalog to machine readable
form and producing a microfilm catalog, 2)Producing"700,000 item
labels, and supervising the labeling of the collection at Houston
Public Library, And 3) preparing :pec:ifications for the
construction of a 3,200 square feet computer center with separate
power and air conditioning facilities.
Consultina Experience:
Little Rock, Arkansas. Central Arkansas Library System.
Prepared a multi -year plan for automation and the development of
technical services. 1984
Irving, Texas. Irving Public Library. Recommendations
prepared for a technical services building layout and planning
for automation. 1983.
Metairie, Louisiana. Jefferson Parrish Public Library. A
multi -year plan for automation and evaluation of their technical
service 'operations. 1983 --_
Angleton, Texas. Brazoria County Library System. Evaluation
and planning recommendations for technical services. 1980
Fort Lauderdale, Florida. Broward County Public Library.
Evaluation and planning recommendations for technical services
and automation. 1977
Houston,Tzxas. Houston Area Library System. Cost study of
installing online circulation control system in 13 independent
public'lbraries. 1977
Professional Activities:
Member Board of Trustees (Treasurer) AMIGOS BIBLIOGRAPHIC'
COUNCTL,INC 1980-1985
Chairman, Information Science Automation Section, American
Library Association. 1981
P}6�1�-f�11R�'IY1111PHi 1�1'IA1fl�IRP}II�IIA��i�i �
SHERYI_ A duROY
775 Mar telo Avenue
Pasadena, California 91104
818/787-3358 Home Number
SUMMARY OF Ten years of library experience including four years
EXPERIENCE as a library consultant. six _Years as a corporate
librarian and two years with -the State Library or -
Kansas.
-tither^ library experience include$ temporary posts with
Topeka (KS) Public Library and Pasadena (Ca) Public Library as
a reference librarian.
Packground includes experience in database dFVelODMent.. hardware
and software selection, user trai:rr:i.ng. staff trainirrn, information
center design, collection development, marketing and coroorate
relations, library services planninn and implementation, seminar
planning and presentation.
Consulting experience includes collection development consultation
with Santa Aria (CA) Public Library; database searching for Jack
G. Robb Co. (Mission Viejo, CA), Atlantic Richfield (Los Arrgeles)
Permabond International (Englewood, ICJ) and tome Healthcare of
America (Costa Mesa, CA); library develooment and services
evaluation for Pacific Southwest --Medical Group (Irvine. CA) and
Ernst & Whinney- (Los Angeles, CA) i records management proiect.s
for the Los Angeles Department of Water a -rid Power and the Los
Angeles 'Harbor.
CURRENT Public Storage, Inc.
POSITION
Director of Research. 1985 to present
Establish a centralised market information service
for ,Pu,)lic Store.ne. Inc. Ms. d'uRov designed and managed the
developraRnt of al cr-nnoutei^ized, interactive- mArkrt information
database;defined the organizational structure and hired staff
for z Research Department which maintains the database, provides r
user support, and Provides business research services (including
demographic research and comouteri..ed maoni-na)i desinned a high tech
rese:a'r-ch facility which features comor_iter-video disolay capabilities
a�,d sciulti-system-sea�^ch rrg access. Public Storage is a California
based' real estate 'c rpany.
Ell; figaillillizi��
PROFESSIONAL
Special Libraries Association
ACTIVITIES
Nominating Committee. Southern California Chanter,
1385-t36
Area Meeting Chairman. Southern California CFiapter,
1984-85
'resident. Southern California Chapter, 1983--84
President -Elect. Southern California Chanter, 198E-63
Beard Member. Southe;=rf California Chanter, 1981-82
American Library Association
Member_ Library Administration and Management Association
Member. Evaluation Committee. "California Master Flan
for Libraries" 1982
Charter Member BEST Friends (Los Angeles PLtblic Library), 198.0
Charter Member Ka-nsa.s Online Users GrOUD, 1978.
EDUCATION
University of Texas, Austin. Graduate School of* Library
and Information Science. 1976
Master of Library Science. Electives included the full
Public Library course, comOUter science and reference
courses
Kansas State University, Manhattan, KS. 1-974
RachPlor of Science. Jillisrm and Mass Communicat :ic<ris
HONORS
Beta Phi Mu
4
MICHAEL FEERER`
655 Fourth.Avenue, Suite 32
San Diego, California 92101
619/452-8065 Home
b 912.35-9889 Office
SUMMARY OF A -graduate of California Polytechnic State University, a
EXPERIE14CEregistered architect specializing in space planning for the
past nine years in the Southern California region.
Library projects that Michael Feerer has worked on in the past two years
include: San Diego Central Library space needs study; Chu.a Vista Public
Library master plan; consultant to design and project architects for new
Ocearside,Public Library and Civic Center; and preparation of generic
building program for San Diego Public Library branch system. Another
library/cii�c'center project has been the planning; study for the Carlsbad
City Library system. The San Diego, Chula Vista, Ocenaside, and Carlsbad
projects were done in conjunction with HBW Associates, Inc.
Other projects include the civic center for Escondido, and a planning study
for the City of San Luis Obispo.
CURRENT Principal. in Michael Feerer & Associates, Space Planners,
POSITION, San Diego, California
EDUCATION California Polytechnic State University, 1978
Bachelor of Science. Majored in Architecture.
s^
h