Eighteen-page technical and cost proposal covers staffing, collections, automation, cooperative borrowing, governance, corporate experience and pricing. Readers annotated the pages, and the cover carries a confidentiality notice.
Text
Transcribed from the scans and checked against them by Claude. Typed text comes first; handwritten notes follow it. [illegible] marks words that cannot be read and [?] an uncertain reading.
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Library Systems & Services, LLC • RCLS Management Office •
3392-A Durahart Street • Riverside, CA 92507 • 909/369-3003 • FAX 909/369-6801
LSSI Headquarters • 20250 Century Blvd. • Germantown, MD 20874 • 301/540-5100 • FAX 301/540-5522
Proposal to:
The City of Hermosa Beach
for
Comprehensive Library Management Services
Submitted to:
Mr. Stephen Burrell
City Manager
City of Hermosa Beach
Civic Center
1315 Valley Drive
Hermosa Beach, CA 90254
April 15, 2002
Submitted by:
Library Systems & Services, LLC
20250 Century Boulevard
Germantown, Maryland 20874
The data contained in all pages of this proposal have been submitted in confidence and contain trade secrets and/or privileged or confidential commercial or financial information, and such data shall be used or disclosed only for evaluation purposes, provided that if a contract is awarded to this proposer as a result of or in connection with the submission of this proposal, the City of Hermosa Beach shall have the right to use or disclose the data herein to the extent provided in the contract. This restriction does not limit the City's right to use or disclose data obtained without restriction from any source, including the proposer.
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
TECHNICAL AND COST PROPOSAL
FOR LIBRARY MANAGEMENT SERVICES
TO THE CITY OF HERMOSA BEACH, CA
I. Executive Summary
II. Technical Approach
A. Daily Operation of the Library (Staffing and Hours)
1. Staffing and Schedule
2. Materials Purchasing and Processing
3. Automation
4. Metropolitan Cooperative Library Service (MCLS)
5. Online Databases
6. Children's Services
7. Training and Support to Maintain and Increase Staff Skills
B. Management Structure
1. Relationship Between LSSI and the City of Hermosa Beach
2. Management Techniques
3. LSSI Advisory Council
4. Process for Responding to Patron Complaints
C. Related Experience
1. Overview
2. Personnel Professionalism and Performance Standards
3. Project Descriptions
4. Virtual Reference Services
5. Working with Other Vendors
6. Customer Satisfaction
7. References
D. Corporate Background
1. Library Systems & Services, LLC
2. The Follett Corporation
3. Internet Systems, Inc.
III. Cost Proposal
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April 15, 2002
Proposal to the City of Hermosa Beach
I. EXECUTIVE SUMMARY
Library Systems & Services, LLC welcomes the opportunity to offer the City of Hermosa Beach this proposal to supply library management services. Under this proposal, LSSI will manage, staff, and operate the Hermosa Beach Public Library as an independent City library with the highest quality service at the service levels and schedule that you specify.
LSSI has been providing responsive, service-oriented library management solutions to local public libraries and federal agencies for two decades, and we pride ourselves on developing lasting, effective partnerships with the communities we serve.
The services we provide will increase local control over the library, maximize the return on your investment in library service, deliver service tailored to local priorities, and provide the City with complete control over policymaking and the library's assets. We offer flexible and creative approaches to service delivery while drawing on a staff of nationally recognized and award-winning librarians to insure the quality of the service you receive.
Hermosa Beach is currently operated as a branch of the Los Angeles County Library System with local tax dollars centrally administered by the County Library and no assurance that increases in local taxation resulting from increasing property values are returned as direct service to Hermosa Beach.
With an independent public library, the City of Hermosa Beach will retain all of its property taxes earmarked for library services, enabling new library service opportunities. Teaming with LSSI will give the Hermosa Beach Public Library the ability to be fully operational as an independent public library by July 1, 2003, operating under the control and direction of the City Council. The City will be able to direct the use of the library tax funds to increase and improve the library services provided for its citizens.
LSSI is eager to assist the City of Hermosa Beach in forming its vision for the future and in the planning and realization of its short-term and long-term aspirations to provide comprehensive library services.
LSSI recognizes that success in this project will require working closely with the City Manager, members of the City Council, the Library Advisory Board, other City officials, the Friends of the Library and the professional and non-professional library staff to focus on the underlying requirement to improve library services for the citizens of Hermosa Beach. Our solutions will be designed to address the specific needs of your community.
With clients including Riverside County, the cities of Calabasas, Hemet, and Calimesa, and the Los Angeles Unified School District among others, LSSI is familiar with California's present adverse economic climate for cities and counties. We are experienced in managing to minimize the impact on library services that may result during times of state or local budget crisis. We have the expertise and the commitment to help libraries obtain optimal services per dollars expended.
As the operator of more than 40 public library facilities throughout the country, LSSI has state-of-the-art knowledge in providing responsive service to individual communities. Our southern California staff has years of experience with library automation and technology solutions and has been involved in over sixty successful library building projects. These include both new construction and the renovation and expansion of existing facilities. We offer expertise in collection development and management, children's services and programming, grant writing, and web-based reference service. As an award-winning provider of library
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April 15, 2002
services to federal and local governments, we have the expertise and the commitment to deliver optimal services for each dollar expended for the City of Hermosa Beach.
II. TECHNICAL APPROACH
A. Daily Operation of the Library (Staffing and Hours)
1. Staffing and Schedule
The key to LSSI's services is our commitment to recruiting and retaining an outstanding staff. For Hermosa Beach operating at its current schedule of 35 hours per week, we propose a staff including a City Librarian, additional professional and paraprofessional librarians, and appropriate clerical staff. This on-site team will report to LSSI's Vice-President for West Coast Operations who will serve as the Project Manager. The Hermosa Beach Library staff will also be supported by LSSI's West Coast Library Automation team and additional experienced librarians to consult and provide project support for collection development, facilities planning, and other areas of specialization on an as-needed basis.
The current Tuesday through Saturday service schedule could be retained, but we would recommend exploring options that would assess the effectiveness of the current schedule for meeting community needs. We would advise consideration of a schedule providing additional evening and weekend hours.
Additional service hours could be added at modest increments in staffing costs.
2. Materials Purchasing and Processing
We propose to purchase materials preprocessed, ready for use, at a significantly lower cost than providing these services through a centralized library system or the creation and staffing of a local technical services department. LSSI would assist the City in securing these services at the lowest possible price and manage them to insure the quality of the product received.
We also recommend that the City consider purchasing an entirely new opening day collection as an alternative to purchasing the existing collection from LACPL at the time of separation from the System. The City of Calabasas chose this option when they became an independent library in 1998 and found that it was not only the cheaper alternative, but also provided an immediate, dramatic improvement in the quality of the library.
LSSI utilizes the best practices in collection development for its clients, and we always tailor local collection development to meet local needs. We can also utilize collection analysis software to assess the strength and age of the collection in various subject areas, and to compare the collection against other library collections.
Our acquisitions staff members are trained to search standard sources to verify bibliographic information for each item to be acquired, identify the best source, order the item in accordance with vendor requirements, maintain detailed acquisition files for order tracking, receive and process materials, and reimburse vendors. Materials acquired may include books, journals, serials, audiovisuals, pamphlets, government documents, loose-leaf materials, newspapers, reports, and software.
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April 15, 2002
We are proposing a basic materials budget at $35,000 per year that includes the costs of selecting, ordering, receiving, cataloging and processing materials for use. We understand that this represents a significant increase from the current acquisition level.
A quote to provide a new, opening day collection will be provided upon request.
3. Automation
The Library will need an automation system to provide a catalog and functional circulation system. LSSI will work with the City to determine an appropriate solution and acquire and install such a system prior to the beginning of the library's operation as an independent entity. Costs of such a system for a library the size of Hermosa Beach can range from under $15,000 for a basic system to around $90,000 for a system with greater functionality.
Whether a basic system or another option is selected regarding the automation system to be utilized, the Hermosa Beach Library will need to purchase an OCLC membership for interlibrary loan purposes, a membership in a regional library cooperative system, and license an automated periodicals database(s). These services have been included in our proposal.
Automation system options include:
Option 1: The purchase of a stand-alone integrated library system with a user-friendly Graphical User Interface from the Follett Software Company. This Windows based system offers the flexibility to the Library, and is also the most economical option if the system were amortized over a three to five year period. This would include the Circulation Plus and Catalog Plus modules. Circulation Plus handles check-in and checkout, overdue notices, holds, renewals, fine calculations, inventory, and statistical reporting functions. The Catalog Plus module offers patrons convenient, fast access to an online catalog of your library's holdings. Web searching also will be available through the system from home 24 hours a day seven days a week except for periods of back-up and maintenance.
Option 2: LSSI will assist the city in acquiring a more robust automation system with additional functionality.
The LSSI cost proposal does not include the cost of acquiring or installing an automation system since those costs are dependent on the type of system chosen. We do include the cost of staffing to administer such a system.
4. Metropolitan Cooperative Library Service (MCLS)
By obtaining a membership in the MCLS or a similar regional library organization, the City of Hermosa Beach would realize several major benefits. They include back-up reference and delivery services to facilitate interlibrary loan functions, access to the collections of other member libraries for interlibrary loan, plus staff development workshops, vendor discounts, and a sharing of practical applications by networking with other California libraries. Cost of membership is included in our proposal.
5. Online databases
Your community's residents will have 24-hour access from the Library or from their homes not only to the library catalog, but also to thousands of documents through Gale's InfoTrac Gold or an
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April 15, 2002
equivalent database on the World Wide Web. The Gale service provides Internet access via a Web browser to approximately 3,000 indexed periodicals and journals, most of them full-text. Users would log onto the Library's Home Page, through which they would have password access to the database Optional e-mail forwarding of full-text articles to patrons' e-mail addresses is available. The patrons may use any standard Web browser and modem. Other electronic resources should be considered and added as budgets permit.
6. Children's Services
Service to children is a fundamental ingredient for community library service. Each child represents an opportunity for a community's investment in its own future, as well as in that child's future as a well rounded, educated and productive adult. Library staff will contribute to this important investment by developing high quality children's services.
The children's librarian will ensure the presence of specially selected materials for the children served by the library, and will provide assistance to parents and caregivers in their guidance of their child's borrowing and use of library materials. Preschool children will be given learning opportunities to attend story hours and events planned to acquaint them with books and other materials, reading and viewing, and library use. School-age children will be assisted by staff trained in all phases of service to children.
The library will offer the community an especially well-suited set of services for children. Typically, this will include story hour sessions and similar activities, with sessions tailored for several different age groups. Year-round reading programs and related activities also will be provided.
Libraries are an important after-school location for many children who want to be in safe and thought-conducive study surroundings. LSSI is committed to providing a positive informal learning environment for children, including those children who need help with their homework. We will ensure that the Hermosa Beach Public Library will have staff members who are enthusiastic about providing materials, information, and learning assistance for K-12 students. Our staff will work with teachers and media specialists in local schools to ensure a successful program of service to students.
7. Training and Support to Maintain and Increase Staff Skills
LSSI recognizes the importance of training to maintain and increase the skills of the staff. Training has become especially important in this age of rapidly changing technology, which is greatly affecting library practices and procedures. LSSI will work with its staff to determine what training is needed, locate sources of training locally whenever possible, or send staff away for special training. The City Librarian will be responsible for staff development, and will create a written staff development plan for the Hermosa Beach Library. Individual staff development plans will be developed for each staff member and incorporated into the performance appraisal process.
B. Management Structure
Library Systems & Services, LLC (LSSI) offers to the City of Hermosa Beach a strong organizational structure of skilled library professionals with proven management techniques, backed by the corporate resources of LSSI, The Follett Corporation, and Internet Systems, Inc. Supporting our management team in this effort is the LSSI Advisory Council, consisting of active and nationally known, experienced public
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library professionals.
1. Relationship between LSSI and the City of Hermosa Beach
The relationship between LSSI and the City of Hermosa Beach will be professional and businesslike. The Project Manager and the City Librarian will be LSSI's primary liaisons to the City. Prior to the contract award, LSSI's transition team, headed by Project Manager Gordon Conable, who is also LSSI's Vice-President for West Coast Operations, will be available to meet with the City Manager, City Council members, the Library Advisory Board, staff members and/or whatever other interested parties the City deems useful to provide background information and respond to questions about our proposal.
Upon contract award, LSSI's transition team will meet with Hermosa Beach officials to get a sense of current and unmet needs within the community, as well as to discuss any urgent library issues. Information will be solicited both on overall service delivery issues as well as on the status of individual types of programs and services. Information collected from these meetings will be evaluated and incorporated into the library's service plans.
Throughout the contract, LSSI's Project Manager will work with the Hermosa Beach Library staff to ensure that services being provided meet the current needs of the community, that problems are addressed promptly and adequately, and that there is an accurate understanding of the defined priorities and goals, as well as the actions being taken by library staff to reach those goals. LSSI's Project Manager will work with the City of Hermosa Beach as needed to disseminate information, promote special programs, and handle sensitive issues.
On an ongoing basis, representatives from the Hermosa Beach community will be asked to provide input to library staff, and will be consulted before key decisions affecting the library are made. Prior to the start of each fiscal year, LSSI will consult with the City regarding such proposals as resource allocation, service levels (to include staffing load and service hours), and other significant policy matters.
2. Management Techniques
LSSI's team brings decades of successful public library management to this project. LSSI will accomplish a seamless transition and will supplement the management effort with additional personnel at the beginning of this project if necessary to ensure a successful start-up.
The on-going management phase of this project will include the close control of library operations to ensure that there is no slippage in the procedures or quality goals established during project start-up. Responsibility and authority will be placed with the City Librarian to ensure consistent and productive daily operations. However, the Project Manager will continue to maintain active communication with City officials and the City Librarian, to provide oversight of project progress and involvement in problem resolution, as necessary and he will be available to City officials and for meeting attendance on an as needed basis.
3. LSSI Advisory Council
LSSI's Advisory Council will serve as a continuing source of expert library advice in a variety of subject areas whenever needed. LSSI's Advisory Council members all possess unique skills and qualifications, and are nationally renowned library specialists. Two Council members have served as past presidents of the Public Library Association.
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April 15, 2002
LSSI Advisory Council members are:
• Ronald Dubberly | Chair
• Charles Robinson | Facilities Consultant
• Linda Crismond | Public Library Policy Consultant
• George D'Elia | Library Survey Analyst
• Ramiro S. Salazar | Multi-cultural Services Specialist
• Ron Kozlowski | Library Management Consultant
• Henriette Avram | Library Automation Consultant
• Robert Rohlf | Library Design and Building Consultant
4. Process for Responding to Patron Complaints
LSSI recognizes the importance of being responsive to library patron complaints and concerns and will make such concerns an agenda item for regular management meetings. Acknowledgement of and responses to all complaints will be given to the patron, provided that a name, address, and/or telephone number has been supplied and all serious complaints will be communicated to the City of Hermosa Beach and LSSI management. A complaints log and a response file will be maintained in the library. A summary report will be prepared quarterly. Our commitment to resolving patron complaints includes exploring the feasibility of doing what the patron suggests, when those suggestions are not in conflict with City policy. This will help to improve the image of the library within the community, as well as its service to the community.
C. Related Experience
1. Overview
Library Systems & Services, LLC (LSSI), a company with more than twenty years of experience in providing services to libraries, is well qualified to provide the City of Hermosa Beach with outstanding, comprehensive library services for an economical fee.
LSSI was founded in 1981 by a group of library professionals dedicated to library support and automation services. Their goal was to bring the "best business practices" to the operation and management of libraries. The founding partners, Frank and Judy Pezzanite, remain with LSSI today. The sole business of LSSI is library support, including full on-site management and operation of libraries, various library automation products and services, and traditional library technical services such as acquisitions, cataloging, collection maintenance, indexing and processing that may be performed either on-site or off-site in our corporate headquarters facility. Because of this specialization, we are able to supply the best possible services at reasonable costs. LSSI has built its reputation and business base through a sound knowledge of current state-of-the-art library technology and procedures, and careful selection of qualified personnel to perform the services it offers.
In 1996, LSSI signed a partnership agreement with the Follett Corporation, a company well known in the library community for its support of elementary and secondary schools with a variety of library services, books, AV materials, and automated cataloging systems designed to meet the needs of these libraries. On college and university campuses throughout the country, Follett staffs and operates hundreds of college bookstores. Follett also has implemented many community service
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projects, especially in the realm of education.
The combined expertise and resources of LSSI and Follett make the partnership an unrivaled team to manage and operate libraries, implementing current state-of-the-art library systems and procedures.
In addition to the public library communities that LSSI serves, LSSI's clients include some of the most prestigious federal libraries including the Library of Congress and the Smithsonian Museum.
2. Personnel Professionalism and Performance Standards
Successful performance on library management contracts requires qualified, dependable personnel who are attentive, responsive, and able to move quickly to provide back-up resources when needed. LSSI proposes highly qualified individuals to carry out the management of the services and has a corporate history of competent, efficient, yet flexible management capabilities. Our staff's performance on the proposed contract will be characterized by responsiveness, timeliness, accuracy, efficiency, and creativity. Services and programs will be provided to meet patron needs and all end-products will show a high degree of accuracy, meticulous attention to detail, and adherence to requirements. Care will be taken to collect comprehensive and meaningful statistics in all task areas and to report them monthly in statistical and graphic form.
3. Project Descriptions
RIVERSIDE COUNTY (CA) LIBRARY SYSTEM
Under the Riverside County contract, LSSI became the first private vendor in the United States to manage and operate a large public library system. Due to LSSI's considerable experience in the operation of libraries, we were able to effect a seamless, simultaneous transition from the prior management of the system by the Riverside City Library to our operations. Hermosa Beach Public Library can expect a similarly seamless transition, transparent to the patrons, if LSSI is selected to provide management services. LSSI's achievements at the RCLS libraries in the five-plus year period of contract operations to date are noted below. The Riverside Supervisors recently renewed the LSSI library management services contract.
• Hours of operation have more than doubled.
• Previous employees were interviewed and offered an opportunity for employment at no loss in salary by LSSI, which more than 95% of them accepted. Turnover has been significantly reduced compared to the period preceding LSSI management.
• Over a dozen building projects have been completed including new libraries, expansion or replacement of existing facilities, and renovations. These have been completed without any increase in tax rates or special elections.
• LSSI has actively encouraged the participation of existing Friends groups and expanded the effective utilization of volunteers.
• Two needs assessment studies have been conducted to ensure responsive and responsible service.
• A foundation for the benefit of RCLS has been established to receive tax-deductible donations from private sector corporations and individuals.
• The materials budget has more than tripled.
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April 15, 2002
CITY OF CALABASAS (CA) LIBRARY
LSSI has operated the Calabasas City Library (formerly a branch of the Los Angeles County Public Library) as an independent city library since July 1998. At that time LSSI purchased a brand-new "opening day" collection of approximately 14,000 titles for the City and a new state-of-the-art automated library system with a Windows-based Public Catalog. The library is open 52 hours a week, including 5 hours on Sunday. Calabasas residents can use the library from the comfort of their homes. By linking up to the Internet, they have 24-hour access to the collection.
Recently, LSSI supervised the relocation of the library's collection and furnishings to a new 12,000 sq. ft. facility located in the center of town near the site of a planned new library and Civic Center. In the near future, the savings accumulated by using LSSI's services will be put towards a new 22,500 square foot facility.
PALOS VERDES (CA) LIBRARY DISTRICT
LSSI is responsible for the day-to-day onsite management and administration of automated systems and networks at the Palos Verdes Library District (PVLD), which is comprised of a main library and two additional libraries. The systems include an Epixtech (Dynix) integrated system that houses an online catalog as well as modules for circulation, cataloging, acquisitions, authority control, and serials control. Hardware includes a Hewlett-Packard 9000, a TeleCirc server, a NetConnect workstation server for the online catalog, e-mail and Internet traffic, a CD-ROM tower, and a PrintServer, plus 48 PCs configured for public use and 52 configured for staff use. Duties include interfacing with other vendors to keep the systems running smoothly, troubleshooting hardware and software problems, installing software upgrades on all systems, preparing written procedures for staff, regular updating and maintenance of Web pages, preventive and regular maintenance and component upgrades of PCs and printers, preparing mid-year and annual operating budgets for automation, monitoring the automation budget, ordering and inventory control for automation-related supplies and equipment, weekly backups, and coordinating any future automation-related projects.
CITY OF HEMET (CA)
On January 6, 2000, LSSI began management services for the Hemet Library System, located in Hemet, California. These services encompass providing the library with an on-site management team, including a City Librarian, an Assistant City Librarian and a Volunteer Coordinator. The library's additional staff of fifteen remain City employees. The initial contract was for a two-year period, which has been extended for a third year with additional extensions to the contract to be made at the discretion of the City Council.
LSSI is aiding the City in the planning for the construction of a larger, 50,000 sq. ft. library, which will realize the City's goal of providing innovative library services from a new, state-of-the-art facility. The library circulates about 250,000 items annually from its existing 11,000 sq. ft. building.
This project demonstrates LSSI's ability to supply library supervisory personnel to manage an existing staff that is employed directly by a municipality, in this case, the City of Hemet. The City employees retain their full benefits and union affiliation.
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LANCASTER (TX) VETERANS MEMORIAL LIBRARY
In June 2001, LSSI signed a contract with the City of Lancaster, Texas to provide library operation and management services. Working with the city administration, LSSI's staff operates and manages the Lancaster Veterans Memorial Library. The new 23,000-square-foot, $4 million library, which opened in June 2001, is 3.5 times larger than the old library facility. The library has 53,345 books and 6,173 other items, including audio books, microfilm and cassettes. The estimated annual budget for the library is $700,000.
LSSI manages day-to-day operations of the central public library, while existing library staff has been transitioned from being employees of the City of Lancaster to being LSSI employees. LSSI's staff provides management and administrative expertise to the library, including the development of assessments, budgets, and related action plans. LSSI has recruited a highly-qualified Library Director as well as a variety of professional and non-professional staff.
FARGO (ND) PUBLIC LIBRARY
LSSI was awarded a two-year library management contract for the City of Fargo, ND in December 2000. LSSI manages all day-to-day operations of the library's central public library, while all existing library staff members remain employees of the City of Fargo. LSSI's staff provides management and administrative expertise including the development of assessments, budgets, and related action plans. To date, LSSI's staff has implemented a system-wide assessment of library users and non-users to develop recommendations for setting realistic goals and establishing time lines with measurable objectives. LSSI manages the library's operating budget, approved by the Library's Board of Directors.
CITY OF LINDEN (NJ)
LSSI was awarded a management contract for the Linden Free Public Library on September 1, 2000. LSSI manages day-to-day operations of the library's three branches, while all existing library staff members remain employees of the Library Board of Trustees. LSSI provides management and administrative support including the development of assessments and related action plans. LSSI assumed day-to-day responsibility for management of the staff, programs and general operations; however, all library policies continue to be established and monitored by the Library Board of Trustees.
HOWARD COUNTY (MD) LIBRARY
LSSI personnel provide onsite management, administration, and maintenance for all automated systems and equipment at the Howard County Library, including the main library and four branches. Our staff members are onsite during all hours of operation and are on call via pager 24 hours per day for resolution of automation problems. The systems they maintain include an Office Automation LAN, an InfoLAN+ network with remote access, a NetConnect II server which hosts the Library's Website and PINE e-mail, PCs at all locations with telnet access to the Dynix online public access catalog and other system modules, multimedia PCs and Macintosh computers and peripherals in Children's and Young Adults' areas, and a kiosk located in a shopping mall. This contract was renewed in June 2001 for an additional year, showing the customer satisfaction with the services being provided by LSSI and its staff, and will be renewed again in July 2002.
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April 15, 2002
U.S. DEPARTMENT OF ENERGY HEADQUARTERS LIBRARY (DC)
LSSI's support of traditional library services and automation activities are demonstrated by its total operation for more than fifteen years of the three DOE Headquarters libraries, including a scientific and technical library in Germantown, MD and a scientific and business library and a law library in Washington, DC. In November 2001, the contract was re-awarded as a small-business set-aside; LSSI no longer qualifies as a small business. Under a teaming arrangement, LSSI continues to provide 25% of the positions on the new contract, including acquisitions, cataloging, information technology, and management support. LSSI was formally evaluated by DOE twice each year in the areas of cost control, contract management, and technical performance, and consistently scores in the mid-90s or higher. LSSI continues to operate DOE's automated library systems for cataloging, acquisitions, circulation, and online search and retrieval. Library systems include TLC's Library.Solution integrated library system (circulation and OPAC); SIRS Mandarin for book and journal acquisitions, check-in and routing; CDIS, Controlled Document Inventory System; and LRTS, Library Request Tracking System, used for library charge-back activities. LRTS and CDIS were created for DOE by LSSI.
U.S. FEDERAL TRADE COMMISSION LIBRARY (DC)
Services provided to FTC by LSSI include comprehensive cataloging and processing services, and collection control tasks. Cataloging is performed on OCLC using PRISM and adhering to AACR2R2. All titles are searched in FTC's catalog on the Cuadra STAR integrated library system, which LSSI's staff assisted FTC to implement. Original cataloging in accordance with MARC and OCLC formats, AACR2R2, and local library conventions is performed for all items not found in STAR or OCLC. Completed cataloging records are exported and uploaded into the STAR online catalog.
In addition to ongoing cataloging for new items added to the collection, LSSI's staff reviews and revises records in the STAR system, and is retrospectively converting all items with no record on STAR. LSSI documents in the Library's Cataloging Procedures Manual all procedural changes caused by the implementation of STAR. LSSI was recently awarded a second five year contract in an open recompetition.
LIBRARY OF CONGRESS (DC)
LSSI has successfully provided services to various divisions of the Library of Congress for more than fifteen years. LSSI is currently converting the holdings of the Library of Congress Serial Record File. Bibliographic records for serials were created over the years, but the challenge of converting holdings records involved massive files, and the many copies, locations, and routings associated with many titles. This project entails adding all of the existing holdings and locations to corresponding bibliographic records in Endeavor's Voyager system, and creating purchase orders, component records, and predictive check-in records, including subscription patterns, for future issues. All holdings statements are entered in accordance with MARC21 holdings format. After the records have been converted, users of the Library's OPAC both onsite and via the Web will be able to determine if the Library holds a particular title and issue and where it is located. Library staff will also be able to check in on Voyager all issues received, rather than manually recording the information in the visible files, as it is currently done.
LSSI performs this project on-site at the Library of Congress with a staff of approximately 28 FTE. This is an extremely complex project, requiring a thorough understanding of the Library's many locations, routing and disposition of LC's serials, and careful analysis of handwritten accession and
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April 15, 2002
check-in records dating back to the 1800s. Rules and guidelines frequently change as the Library gains more knowledge of the Voyager system. LC awarded a second contract to LSSI in April 2000 to convert the inactive serials file holdings.
LSSI has completed many other projects for LC. Under three successive contracts, LSSI converted more than 500,000 records from LC's check-in card file to machine-readable form for the Serial Record Division. Nearly all data was entered as original input, and included fifty percent foreign titles requiring extensive use of diacritic characters. An accuracy rate of 95 percent error-free records was required by the contract, and LSSI's staff maintained an accuracy rate exceeding 99 percent.
At the Library of Congress' National Library Service for the Blind and Physically Handicapped, LSSI converted 20,000 musical titles from catalog cards to a variant of the MARC format called Internal Specifications for Special Materials (ISSM) using a modified AACR2 format. A three-year contract was awarded to LSSI for the original cataloging of 1,000 cassette books and the creation of MARC records for 20,000 French and English books each year.
In 1996, LSSI completed a pilot project to link 160,000 items with their bibliographic records for the LC Collection Maintenance Unit. LSSI completed the project ahead of schedule and exceeded the required accuracy requirement by consistently achieving virtually error-free records. Based on the successful completion of the pilot project, LSSI won a three-year contract with the Library of Congress to link an additional two million items, representing nearly 10% of LC's total cataloged collection.
SMITHSONIAN INSTITUTION (DC)
Under a five-year contract, LSSI provides adjunct cataloging and related support services to all of the libraries within the Smithsonian Institution Libraries network. LSSI's cataloging staff adheres strictly to established library standards for cataloging and classification, along with the Smithsonian Institution Libraries (SIL) locally established cataloging policies and procedures. Original as well as copy cataloging is completed, using OCLC in conjunction with the SIL Horizon automated library system. Authority records are created or modified and MARC holdings records are created as required. Material types vary widely, and include monographs, serials, maps, microfilm and an extensive trade literature collection.
LSSI staff, working with the staff of the central cataloging division at the National Museum of Natural History, created a machine-readable index to published articles and presentations about African Art for a separate contract. On another contract with Smithsonian Institution, LSSI staff created lengthy and complex original cataloging records for the "Save Outdoor Sculptures" project.
4. Virtual Reference Services
LSSI introduced its Virtual Reference Services in July 2000 and already 75 public, special, academic, and corporate libraries are using these services. Through LSSI's Reference ToolKit, libraries can now offer live on-line reference services 24 hours a day, seven days a week. Our web collaboration software is a 'hosted' solution from LSSI's headquarters in Germantown, MD. Libraries do not need to install or maintain the software and, on the patron side, the service will work with almost any browser and Internet connection. The software is designed to allow the reference librarian to do all the searching and to push those pages to the patron, while also educating them on how to find and search databases. This is far more efficient and less labor intensive than having to walk the patron through each step over the phone.
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5. Working with Other Vendors
LSSI's buying power will provide a higher value per dollar spent by the City of Hermosa Beach. LSSI works closely with various library system vendors in the preparation of customer databases to be compatible with their systems during system installation and implementation. We have performed authority processing for numerous libraries having DRA library systems. They include the Queens Borough Public Library in New York, the Douglas County (OR) Library System, the St. Petersburg (FL) Public Library, the State Library of Florida, the West Florida Regional Library, and the East Texas State University.
LSSI purchases more than $1.5 million dollars worth of library materials annually for its client libraries. LSSI will use its buying power to negotiate the best possible discounts on library materials and services and will pass these discounts on to the City of Hermosa Beach Public Library.
LSSI has knowledge and experience with both the creation and complex manipulation of MARC records, as well as experience in performing customized tasks that ensure the delivery of databases to various clients that are compatible with their choice of automation systems.
6. Customer Satisfaction
LSSI highly values its record of customer satisfaction, as evidenced in a number of ways; e.g., by patron surveys, and by the number of clients who have come to LSSI for repeat or follow-on services over an extended period of time. The projects we have mentioned above demonstrate LSSI's outstanding qualifications to perform the proposed library services contract. LSSI performs contracts successfully, exceeding project requirements, and has superb technological insight and capabilities to guide, assist, and perform any automation specific task requirements. We would like the opportunity to bring this same level of high quality library support to the Hermosa Beach Public Library, and we guarantee your satisfaction with our services.
7. References
Management and Operation of Public Libraries
City of Calabasas, CA
26135 Mureau Road
Calabasas, CA 91302
Contact: Robin Parker, Assistant City Manager
Phone: (818) 878-4225
City of Fargo, ND
Third Street North
Fargo, ND 58102-4899
Contact: Virginia Dambach, Chair, Library Board of Directors
Phone: (701) 293-7281
City of Lancaster, TX
Lancaster Veterans Memorial Library
1600 Veterans Memorial Parkway
Contact: Joe Tillotson, Mayor
Lancaster, TX 75134
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
Phone: (972) 227-2758
City of Linden, NJ
301 N. Wood Ave
Linden, NJ 07036
Contact: Thomas Boland, Councilman
Phone: (908) 474-8493 or Cell: (908) 377-7719
Contact: John Gregorio, Mayor
Riverside County, CA
4080 Lemon Street
Riverside, CA 92501
Contact: Gary Christmas, County Library Director
Phone: (909) 955-1100
City of Hemet, CA
450 E. Latham Ave
Hemet, CA 92543
Contact: Mr. Roger Meadows, Mayor
Phone: (909) 765-2300
Library Automation Management and Administration
Palos Verdes (CA) Library District
P.O. Box 8000
701 Silver Spur Road
Rolling Hills Estates, CA 90274-8000
Contact: Ms. Barbara Roberts
(310) 377-9584 x200
Howard County (MD) Library
6600 Cradlerock Way
Columbia, MD 21045-4912
Contact: Ms. Valerie J. Gross
(410) 313-7750
Additional references are available on request.
D. Corporate Background
Library Systems & Services, LLC (LSSI) is a private sector company owned equally by The Follett Corporation and Internet Systems, Inc. The combined companies have more than 8,000 employees, and annual revenues exceeding $1.5 billion. LSSI has developed significant corporate resources in order to bid and win library facilities management contracts. On-site library management and related services are the largest elements of LSSI's business.
The sections which follow provide more extensive information about LSSI, The Follett Corporation, and Internet Systems, Inc.
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
1. Library Systems & Services, LLC (LSSI)
LSSI has managed libraries for more than twenty years. Founded in 1981 by a group of library professionals dedicated to library service support and library automation services, LSSI has provided library management teams to achieve outstanding results. We have excelled not only in traditional library services such as reference, collection development, book circulation, and materials cataloging and processing, but also in the application of emerging library technologies to increase patron access and speed document delivery.
Direct library service and library service support is LSSI's only business. This specialization allows LSSI to provide the best possible library services and products at a reasonable cost. LSSI has built its reputation and business base through a sound knowledge of state-of-the-art library technology and procedures, as well as through staff members who consistently put customers first.
2. The Follett Corporation
The Follett Corporation is the nation's largest educational services company. Established in 1873 and based in River Grove, IL, The Follett Corporation is a major supplier of books and software products to campus bookstores as well as to elementary and high school libraries. Follett's experience, singular focus on education, and commitment to excellence have made it a leader in the academic world.
The Follett Corporation is a privately-held, family-owned company with a special commitment to its goal to be a "partner in education" by becoming an integral part of the communities it serves. Follett was named the 1995 Illinois Family Business of the Year by the Loyola University Chicago Business Center. This recognition acknowledges the company's success in combining family, innovative business practices, and active involvement with the industry and community. Follett ranks 249th in the Forbes list of 500 top privately-held corporations.
Follett's 124-year history of success and growth is due in part to the overwhelming support of the customers and communities it serves. It has earned this support by providing unparalleled customer service and by supporting charitable organizations that help promote education.
3. Internet Systems, Inc.
In addition to a successful twenty-year track record in managing and providing library services, Internet Systems, Inc. (ISI) has an impressive history of innovation and state-of-the-art development projects for library systems and procedures. ISI's founders developed the MINI MARC minicomputer cataloging system, one of the first successful minicomputer systems for libraries. MINI MARC won the 1980 Information Industry Association's "Technology of the Year" award.
In December 1984, ISI again made library history by installing LASERFILE, the first laser-readable videodisc database, on MINI MARC, featuring the complete LC MARC database on two videodiscs. SI later implemented LASERFILE on PC and DEC VAX hardware to support cataloging and interlibrary loan systems serving the needs of libraries of all sizes. ISI also created videodisc databases for several library networks and processing centers.
ISI, a proponent of distributed processing for libraries, developed links between its systems and most major library circulation systems (CLSI/GEAC, VTLS, DRA, DYNIX). Development of these links required a detailed working knowledge of the protocols and architecture of each system. The links let users create bibliographic records in MARC format on their in-house systems, and pass
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April 15, 2002
those records, with no user intervention, directly into a circulation system.
ISI serves all types of libraries – public, academic, specialized, and government libraries. Building quality databases, including retrospective conversion, data reformatting, and authority processing services, as well as generation of "smart" barcode labels have long been key components of ISI's business. As a company, ISI has established a solid reputation in the library field for innovation, creativity, and an ability to bring ideas and designs to fruition[?].
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III. Cost Proposal
Fiscal 2003 Library Management Fee: $429,600.00
Books & Materials (includes processing): $ 35,000.00
Hours of operation: 35 hours per week
LSSI proposes to manage the Hermosa Beach Public Library for a total cost of $429,600.00, beginning July 1, 2003 for the year. It is our understanding that the City wishes to manage the Library within the existing tax collections. LSSI is willing to work within this requirement and will work with the City to adjust this figure as more detail is known.
For subsequent years of this agreement, the management fee is subject to negotiations between LSSI and the City, which will determine the actual funding for the library for FY2004 and beyond.
LSSI proposes that the amount finalized for Library Management be paid at the rate of 1/12th per month ($35,800). Out of this monthly fee, LSSI will fund the payroll for employees and will pay for other library operating expenditures as itemized in a written agreement between the parties.
Option 1: Additional five hours of public service $14,400
If approved, LSSI will open the library five additional hours for a total of 40 hours per week for $14,400. LSSI will work with the City to determine the days and hours to keep the library open.
Option 2: Additional monies for the book budget
In the above budget, the Library's budget for materials, processing, etc. is $35,000 per year. If the City wishes to add additional monies to the book budget, LSSI will add the dollar amount to the contract and purchase additional library materials over the amount noted above.
18
Handwritten notes
• (right margin, beside "opening day collection as an") scribbled mark [illegible]
• (above "$35,000") 17,250
• (after "upon request.") How much?
• (above the fee) 504096.00
• (below the fee, written under a line through $429,600.00) 74,496.00
Show the original machine reading
Source scan page 6
Library Systems & Services, LLC ? RCLS Management Office ?
3392-A Durahart Street ? Riverside, CA 92507 ? 909/369-3003 ? FAX 909/369-6801
LSSI Headquarters ? 20250 Century Blvd. ? Germantown, MD 20874 ? 301/540-5100 ? FAX 301/540-5522
Proposal to:
The City of Hermosa Beach
for
Comprehensive Library Management Services
Submitted to:
Mr. Stephen Burrell
City Manager
City of Hermosa Beach
Civic Center
1315 Valley Drive
Hermosa Beach, CA 90254
April 15, 2002
Submitted by:
Library Systems & Services, LLC
20250 Century Boulevard
Germantown, Maryland 20874
The data contained in all pages of this proposal have been submitted in confidence and contain trade secrets and/or privileged or
confidential commercial or financial information, and such data shall be used or disclosed only for evaluation purposes, provided that if a
contract is awarded to this proposer as a result of or in connection with the submission of this proposal, the City of Hermosa Beach shall
have the right to use or disclose the data herein to the extent provided in the contract. This restriction does not limit the City's right to
use or disclose data obtained without restriction from any source, including the proposer.
Source scan page 7
Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
TECHNICAL AND COST PROPOSAL
FOR LIBRARY MANAGEMENT SERVICES
TO THE CITY OF HERMOSA BEACH, CA
I.
? Executive Summary
II. Technical Approach
A. Daily Operation of the Library (Staffing and Hours)
Staffing and Schedule
Materials Purchasing and Processing
3. Automation
Metropolitan Cooperative Library Service (MCLS)
5. Online Databases
Children's Services
7. Training and Support to Maintain and Increase Staff Skills
B. Management Structure
1.
2. Relationship Between LSSI and the City of Hermosa Beach
Management Techniques
3. LSSI Advisory Council
4. Process for Responding to Patron Complaints
C. Related Experience
1. Overview
2. Personnel Professionalism and Performance Standards
3. Project Descriptions
4. Virtual Reference Services
5. Working with Other Vendors
Customer Satisfaction
7. References
D. Corporate Background
1.
2.
Library Systems & Services, LLC
The Follett Corporation
Internet Systems, Inc.
III. Cost Proposal
2
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2002
Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
Proposal to the City of Hermosa Beach
I. EXECUTIVE SUMMARY
Library Systems & Services, LL welcomes the opportunity to offer the City of Hermosa Beach this
proposal to supply library management services. Under this proposal, LSSI will manage, staff, and operate
the Hermosa Beach Public Library as an independent City library with the highest quality service at the
service levels and schedule that you specify.
LSSI has been providing responsive, service-oriented library management solutions to local public libraries
and federal agencies for two decades, and we pride ourselves on developing lasting, effective partnerships
with the communities we serve.
The services we provide will increase local control over the library, maximize the return on your investment
in library service, deliver service tailored to local priorities, and provide the City with complete control over
policymaking and the library's assets. We offer flexible and creative approaches to service delivery while
drawing on a staff of nationally recognized and award-winning librarians to insure the quality of the service
you receive.
Hermosa Beach is currently operated as a branch of the Los Angeles County Library System with local tax
dollars centrally administered by the County Library and no assurance that increases in local taxation
resulting from increasing property values are returned as direct service to Hermosa Beach.
With an independent public library, the City of Hermosa Beach will retain all of its property taxes earmarked
for library services, enabling new library service opportunities. Teaming with LSSI will give the Hermosa
Beach Public Library the ability to be fully operational as an independent public library by July 1, 2003,
operating under the control and direction of the City Council. The City will be able to direct the use of the
library tax funds to increase and improve the library services provided for its citizens.
LSSI is eager to assist the City of Hermosa Beach in forming its vision for the future and in the planning and
realization of its short-term and long-term aspirations to provide comprehensive library services.
LSSI recognizes that success in this project will require working closely with the City Manager, members of
the City Council, the Library Advisory Board, other City officials, the Friends of the Library and the
professional and non-professional library staff to focus on the underlying requirement to improve library
services for the citizens of Hermosa Beach. Our solutions will be designed to address the specific needs of
your community.
With clients including Riverside County, the cities of Calabasas, Hemet, and Calimesa, and the Los Angeles
Unified School District among others, LSSI is familiar with California's present adverse economic climate
for cities and counties. We are experienced in managing to minimize the impact on library services that may
result during times of state or local budget crisis. We have the expertise and the commitment to help
libraries obtain optimal services per dollars expended.
As the operator of more than 40 public library facilities throughout the country, LSSI has state-of-the-art
knowledge in providing responsive service to individual communities. Our southern California staff has
years of experience with library automation and technology solutions and has been involved in over sixty
successful library building projects. These include both new construction and the renovation and expansion
of existing facilities. We offer expertise in collection development and management, children's services and
programming, grant writing, and web-based reference service. As an award-winning provider of library
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Library Systems & Services, LIC
Proposal to City of Hermosa Beach, CA
April 15, 2002
services to federal and local governments, we have the expertise and the commitment to deliver optimal
services for each dollar expended for the City of Hermosa Beach.
II. TECHNICAL APPROACH
A. Daily Operation of the Library (Staffing and Hours)
1. Staffing and Schedule
The key to LSST's services is our commitment to recruiting and retaining an outstanding staff. For
Hermosa Beach operating at its current schedule of 35 hours per week, we propose a staff including
a City Librarian, additional professional and paraprofessional librarians, and appropriate clerical
staff. This on-site team will report to LSST's Vice-President for West Coast Operations who will
serve as the Project Manager. The Hermosa Beach Library staff will also be supported by LSST's
West Coast Library Automation team and additional experienced librarians to consult and provide
project support for collection development, facilities planning, and other areas of specialization on an as-needed basis.
The current Tuesday through Saturday service schedule could be retained, but we would recommend
exploring options that would assess the effectiveness of the current schedule for meeting community
needs. We would advise consideration of a schedule providing additional evening and weekend
Additional service hours could be added at modest increments in staffing costs.
2. Materials Purchasing and Processing
We propose to purchase materials preprocessed, ready for use, at a significantly lower cost than
providing these services through a centralized library system or the creation and staffing of a local
technical services department. LSSI would assist the City in securing these services at the lowest
possible price and manage them to insure the quality of the product received.
We also recommend that the City consider purchasing an entirely new opening day collection as an
alternative to purchasing the existing collection from LACPL at the time of separation from the
System. The City of Calabasas chose this option when they became an independent library in 1998
and found that it was not only the cheaper alternative, but also provided an immediate, dramatic improvement in the quality of the library.
LSSI utilizes the best practices in collection development for its clients, and we always tailor local
collection development to meet local needs. We can also utilize collection analysis software to
assess the strength and age of the collection in various subject areas, and to compare the collection
against other library collections.
Our acquisitions staff members are trained to search standard sources to verify bibliographic
information for each item to be acquired, identify the best source, order the item in accordance with
vendor requirements, maintain detailed acquisition files for order tracking, receive and process
materials, and reimburse vendors. Materials acquired may include books, journals, serials,
audiovisuals, pamphlets, government documents, loose-leaf materials, newspapers, reports, and software.
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
equivalent database on the World Wide Web. The Gale service provides Internet access via a Web
browser to approximately 3,000 indexed periodicals and journals, most of them full-text. Users
would log onto the Library's Home Page, through which they would have password access to the
database Optional e-mail forwarding of full-text articles to patrons' e-mail addresses is available.
The patrons may use any standard Web browser and modem. Other electronic resources should be
considered and added as budgets permit.
6. Children's Services
Service to children is a fundamental ingredient for community library service. Each child represents
wei porti, educated and productive ait. Library sat sil an in that to this imports a
investment by developing high quality children's services.
The children's librarian will ensure the presence of specially selected materials for the children
served by the library, and will provide assistance to parents and caregivers in their guidance of their
child's borrowing and use of library materials. Preschool children will be given learning
opportunities to attend story hours and events planned to acquaint them with books and other
materials, reading and viewing, and library use. School-age children will be assisted by staff trained
in all phases of service to children.
The library will offer the community an especially well-suited set of services for children.
Typically, this will include story hour sessions and similar activities, with sessions tailored for
several different age groups. Year-round reading programs and related activities also will be provided
Libraries are an important after-school location for many children who want to be in safe and
thought-conducive study surroundings. LSSI is committed to providing a positive informal learning
environment for children, including those children who need help with their homework. We will
ensure that the Hermosa Beach Public Library will have staff members who are enthusiastic about
providing materials, information, and learning assistance for K-12 students. Our staff will work
with teachers and media specialists in local schools to ensure a successful program of service to
students.
Training and Support to Maintain and Increase Staff Skills
LSSI recognizes the importance of training to maintain and increase the skills of the staff. Training
has become especially important in this age of rapidly changing technology, which is greatly
affecting library practices and procedures. LSSI will work with its staff to determine what training
is needed, locate sources of training locally whenever possible, or send staff away for special
training. The City Librarian will be responsible for staff development, and will create a written staff
development plan for the Hermosa Beach Library. Individual staff development plans will be
developed for each staff member and incorporated into the performance appraisal process.
B. Management Structure
Library Systems & Services, LLC (LSSI) offers to the City of Hermosa Beach a strong organizational
structure of skilled library professionals with proven management techniques, backed by the corporate
resources of LSSI, The Follett Corporation, and Internet Systems, Inc. Supporting our management team in
this effort is the LSSI Advisory Council, consisting of active and nationally known, experienced public
Source scan page 12
2002
Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
library professionals.
1. Relationship between LSSI and the City of Hermosa Beach
The relationship between LSSI and the City of Hermosa Beach will be professional and
businesslike. The Project Manager and the City Librarian will be LSSI's primary liaisons to the City.
Prior to the contract award, LSSI's transition team, headed by Project Manager Gordon Conable,
who is also LSSI's Vice-President for West Coast Operations, will be available to meet with the City
Manager, City Council members, the Library Advisory Board, staff members and/or whatever other
interested parties the City deems useful to provide background information and respond to questions
about our proposal.
Upon contract award, LSSI's transition team will meet with Hermosa Beach officials to get a sense
of current and unmet needs within the community, as well as to discuss any urgent library issues.
Information will be solicited both on overall service delivery issues as well as on the status of
individual types of programs and services. Information collected from these meetings will be
evaluated and incorporated into the library's service plans.
Throughout the contract, LSSI's Project Manager will work with the Hermosa Beach Library staff to
ensure that services being provided meet the current needs of the community, that problems are
addressed promptly and adequately, and that there is an accurate understanding of the defined
priorities and goals, as well as the actions being taken by library staff to reach those goals. LSSI's
Project Manager will work with the City of Hermosa Beach as needed to disseminate information,
promote special programs, and handle sensitive issues.
On an ongoing basis, representatives from the Hermosa Beach community will be asked to provide
input to library staff, and will be consulted before key decisions affecting the library are made. Prior
to the start of each fiscal year, LSSI will consult with the City regarding such proposals as resource
allocation, service levels (to include staffing load and service hours), and other significant policy
matters.
2. Management Techniques
LSSI's team brings decades of successful public library management to this project. LSSI will
accomplish a seamless transition and will supplement the management effort with additional
personnel at the beginning of this project if necessary to ensure a successful start-up.
The on-going management phase of this project will include the close control of library operations to
ensure that there is no slippage in the procedures or quality goals established during project start-up.
Responsibility and authority will be placed with the City Librarian to ensure consistent and
productive daily operations. However, the Project Manager will continue to maintain active
communication with City officials and the City Librarian, to provide oversight of project progress
and involvement in problem resolution, as necessary and he will be available to City officials and for
meeting attendance on an as needed basis.
3. LSSI Advisory Council
LSSI's Advisory Council will serve as a continuing source of expert library advice in a variety of
subject areas whenever needed. LSSI's Advisory Council members all possess unique skills and
qualifications, and are nationally renowned library specialists. Two Council members have served
as past presidents of the Public Library Association.
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
LSSI Advisory Council members are:
? Ronald Dubberly
Charles Robinson
Linda Crismond
George D'Elia
Ramiro S. Salazar
Ron Kozlowski
Henriette Avram
Robert Rohlf
Chair
Facilities Consultant
Public Library Policy Consultant
Library Survey Analyst
Multi-cultural Services Specialist
Library Management Consultant
Library Automation Consultant
Library Design and Building Consultant
4. Process for Responding to Patron Complaints
LSSI recognizes the importance of being responsive to library patron complaints and concerns and
Will make such concerns an agenda item for regular management meetings. Acknowledgement of
and responses to all complaints will be given to the patron, provided that a name, address, and/or
telephone number has been supplied and all serious complaints will be communicated to the City of
Hermosa Beach and LSSI management. A complaints log and a response file will be maintained in
the library. A summary report will be prepared quarterly. Our commitment to resolving patron
complaints includes exploring the feasibility of doing what the patron suggests, when those
suggestions are not in conflict with City policy. This will help to improve the image of the library
within the community, as well as its service to the community.
C. Related Experience
1. Overview
Library Systems & Services, LLC (LSSI), a company with more than twenty years of experience in
providing services to libraries, is well qualified to provide the City of Hermosa Beach with
outstanding, comprehensive library services for an economical fee.
LSSI was founded in 1981 by a group of library professionals dedicated to library support and
automation services. Their goal was to bring the "best business practices" to the operation and
management of libraries. The founding partners, Frank and Judy Pezzanite, remain with LSSI
today. The sole business of LSSI is library support, including full on-site management and
operation of libraries, various library automation products and services, and traditional library
technical services such as acquisitions, cataloging, collection maintenance, indexing and processing
that may be performed either on-site or off-site in our corporate headquarters facility. Because of
this specialization, we are able to supply the best possible services at reasonable costs. LSSI has
built its reputation and business base through a sound knowledge of current state-of-the-art library
technology and procedures, and careful selection of qualified personnel to perform the services it
offers.
In 1996, LSSI signed a partnership agreement with the Follett Corporation, a company well known
in the library community for its support of elementary and secondary schools with a variety of
library services, books, AV materials, and automated cataloging systems designed to meet the needs
of these libraries. On college and university campuses throughout the country, Follett staffs and
operates hundreds of college bookstores. Follett also has implemented many community service
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2002
Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
projects, especially in the realm of education.
The combined expertise and resources of LSSI and Follett make the partnership an unrivaled team to
manage and operate libraries, implementing current state-of-the-art library systems and procedures.
In addition to the public library communities that LSSI serves, LSST's clients include some of the
most prestigious federal libraries including the Library of Congress and the Smithsonian Museum.
2. Personnel Professionalism and Performance Standards
Successful performance on library management contracts requires qualified, dependable personnel
who are attentive, responsive, and able to move quickly to provide back-up resources when needed.
LSSI proposes highly qualified individuals to carry out the management of the services and has a
corporate history of competent, efficient, yet flexible management capabilities. Our staff's
performance on the proposed contract will be characterized by responsiveness, timeliness, accuracy,
efficiency, and creativity. Services and programs will be provided to meet patron needs and all
end-products will show a high degree of accuracy, meticulous attention to detail, and adherence to
requirements. Care will be taken to collect comprehensive and meaningful statistics in all task areas
and to report them monthly in statistical and graphic form.
3. Project Descriptions
RIVERSIDE COUNTY (CA) LIBRARY SYSTEM
Under the Riverside County contract, LSSI became the first private vendor in the United States to
manage and operate a large public library system. Due to LSSI's considerable experience in the
operation of libraries, we were able to effect a seamless, simultaneous transition from the prior
management of the system by the Riverside City Library to our operations. Hermosa Beach Public
Library can expect a similarly seamless transition, transparent to the patrons, if LSSI is selected to
provide management services. LSSI's achievements at the RCLS libraries in the five-plus year
period of contract operations to date are noted below. The Riverside Supervisors recently renewed
the LSSI library management services contract.
? Hours of operation have more than doubled
? Previous employees were interviewed and offered an opportunity for employment at no loss
in salary by LSSI, which more than 95% of them accepted. Turnover has been significantly
reduced compared to the period preceding LSSI management.
? Over a dozen building projects have been completed including new libraries, expansion or
replacement of existing facilities, and renovations. These have been completed without any
increase in tax rates or special elections.
? LSSI has actively encouraged the participation of existing Friends groups and expanded the
effective utilization of volunteers.
? Two needs assessment studies have been conducted to ensure responsive and responsible
? A foundation for the benefit of RCLS has been established to receive tax-deductible
donations from private sector corporations and individuals.
? The materials budget has more than tripled.
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Library Systems & Services, LLC Proposal to City of Hermosa Beach, CA
April 15, 2002
CITY OF CALABASAS (CA) LIBRARY
LSSI has operated the Calabasas City Library (formerly a branch of the Los Angeles County Public
Library) as an independent city library since July 1998. At that time LSSI purchased a brand-new
"opening day" collection of approximately 14,000 titles for the City and a new state-of-the-art
automated library system with a Windows-based Public Catalog. The library is open 52 hours a
Recently, LSSI supervised the relocation of the library's collection and furnishings to a new 12,000
sq. ft. facility located in the center of town near the site of a planned new library and Civic Center.
In the near future, the savings accumulated by using LSST's services will be put towards a new
22,500 square foot facility.
PALOS VERDES (CA) LIBRARY DISTRICT
LSSI is responsible for the day-to-day onsite management and administration of automated systems
and networks at the Palos Verdes Library District (PVLD), which is comprised of a main library and
two additional libraries. The systems include an Epixtech (Dynix) integrated system that houses an
online catalog as well as modules for circulation, cataloging, acquisitions, authority control, and
serials control. Hardware includes a Hewlett-Packard 9000, a TeleCirc server, a NetConnect
workstation server for the online catalog, e-mail and Internet traffic, a CD-ROM tower, and a
PrintServer, plus 48 PCs configured for public use and 52 configured for staff use. Duties include
interfacing with other vendors to keep the systems running smoothly, troubleshooting hardware and
software problems, installing software upgrades on all systems, preparing written procedures for
staff, regular updating and maintenance of Web pages, preventive and regular maintenance and
component upgrades of PCs and printers, preparing mid-year and annual operating budgets for
automation, monitoring the automation budget, ordering and inventory control for automation-
related supplies and equipment, weekly backups, and coordinating any future automation-related
projects.
CITY OF HEMET (CA)
On January 6, 2000, LSSI began management services for the Hemet Library System, located in
Hemet, California. These services encompass providing the library with an on-site management
team, including a City Librarian, an Assistant City Librarian and a Volunteer Coordinator. The
library's additional staff of fifteen remain City employees. The initial contract was for a two-year
period, which has been extended for a third year with additional extensions to the contract to be
made at the discretion of the City Council.
LSSI is aiding the City in the planning for the construction of a larger, 50,000 sq. ft. library, which
will realize the City's goal of providing innovative library services from a new, state-of-the-art
facility. The library circulates about 250,000 items annually from its existing 11,000 sq. ft. building.
This project demonstrates LSS's ability to supply library supervisory personnel to manage an
existing staff that is employed directly by a municipality, in this case, the City of Hemet. The City
employees retain their full benefits and union affiliation.
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Library Systems & Services, LIC
Proposal to City of Hermosa Beach, CA
April 15, 2002
LANCASTER (TX) VETERANS MEMORIAL LIBRARY
In June 2001, LSSI signed a contract with the City of Lancaster, Texas to provide library operation
and management services. Working with the city administration, LSST's staff operates and manages
the Lancaster Veterans Memorial Library. The new 23,000-square-foot, $4 million library, which
opened in June 2001, is 3.5 times larger than the old library facility. The library has 53,345 books
and 6,173 other items, including audio books, microfilm and cassettes. The estimated annual budget...
for the library is $700,000.
LSSI manages day-to-day operations of the central public library, while existing library staff has
been transitioned from being employees of the City of Lancaster to being LSSI employees. ISST's
staff provides management and administrative expertise to the library, including the development of
assessments, budgets, and related action plans. LSSI has recruited a highly-qualified Library
Director as well as a variety of professional and non-professional staff.
FARGO (ND) PUBLIC LIBRARY
LSSI was awarded a two-year library management contract for the City of Fargo, ND in December
2000. LSSI manages all day-to-day operations of the library's central public library, while all
existing library staff members remain employees of the City of Fargo. LSST's staff provides
management and administrative expertise including the development of assessments, budgets, and
related action plans. To date, LSST's staff has implemented a system-wide assessment of library
users and non-users to develop recommendations for setting realistic goals and establishing time
lines with measurable objectives. LSSI manages the library's operating budget, approved by the
Library's Board of Directors.
CITY OF LINDEN (NJ
LSSI was awarded a management contract for the Linden Free Public Library on September 1, 2000.
LSSI manages day-to-day operations of the library's three branches, while all existing library staff
members remain employees of the Library Board of Trustees. LSSI provides management and
administrative support including the development of assessments and related action plans. LSSI
assumed day-to-day responsibility for management of the staff, programs and general operations;
however, all library policies continue to be established and monitored by the Library Board of
Trustees.
HOWARD COUNTY (MD) LIBRARY
LSSI personnel provide onsite management, administration, and maintenance for all automated
systems and equipment at the Howard County Library, including the main library and four branches.
Our staff members are onsite during all hours of operation and are on call via pager 24 hours per day
for resolution of automation problems. The systems they maintain include an Office Automation
LAN, an InfoLAN+ network with remote access, a NetConnect II server which hosts the Library's
Website and PINE e-mail, PCs at all locations with telnet access to the Dynix online public access
catalog and other system modules, multimedia PCs and Macintosh computers and peripherals in
Children's and Young Adults' areas, and a kiosk located in a shopping mall. This contract was
renewed in June 2001 for an additional year, showing the customer satisfaction with the services
being provided by LSSI and its staff, and will be renewed again in July 2002.
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
U.S. DEPARTMENT OF ENERGY HEADOUARTERS LIBRARY (DC
LSST's support of traditional library services and automation activities are demonstrated by its total
operation for more than fifteen years of the three DOE Headquarters libraries, including a scientific
and technical library in Germantown, MD and a scientific and business library and a law library in
Washington, DC. In November 2001, the contract was re-awarded as a small-business set-aside;
LSSI no longer qualifies as a small business. Under a teaming arrangement, LSSI continues to
provide 25% of the positions on the new contract, including acquisitions, cataloging, information
technology, and management support. LSSI was formally evaluated by DOE twice each year in the
areas of cost control, contract management, and technical performance, and consistently scores in
the mid-90s or higher. LSSI continues to operate DOE's automated library systems for cataloging,
acquisitions, circulation, and online search and retrieval. Library systems include TL's
Library. Solution integrated library system (circulation and OPAC); SIRS Mandarin for book and
:
journal acquisitions, check-in and routing; CDIS, Controlled Document Inventory System; and
LRTS, Library Request Tracking System, used for library charge-back activities. LRTS and CDIS were created for DOE by LSSI.
U.S. FEDERAL TRADE COMMISSION LIBRARY (DC)
Services provided to FTC by LSSI include comprehensive cataloging and processing services, and
collection control tasks. Cataloging is performed on OCLC using PRISM and adhering to
AACR2R2. All titles are searched in FTC's catalog on the Cuadra STAR integrated library system,
which LSSI's staff assisted FTC to implement. Original cataloging in accordance with MARC and
OCLC formats, AACR2R2, and local library conventions is performed for all items not found in
STAR or OCLC. Completed cataloging records are exported and uploaded into the STAR online
In addition to ongoing cataloging for new items added to the collection, LSSI's staff reviews and
revises records in the STAR system, and is retrospectively converting all items with no record on
STAR. LSSI documents in the Library's Cataloging Procedures Manual all procedural changes
caused by the implementation of STAR. LSSI was recently awarded a second five year contract in an open recompetition.
LIBRARY OF CONGRESS (DC)
LSSI has successfully provided services to various divisions of the Library of Congress for more
than fifteen years. LSSI is currently converting the holdings of the Library of Congress Serial
Record File. Bibliographic records for serials were created over the years, but the challenge of
converting holdings records involved massive files, and the many copies, locations, and routings
associated with many titles. This project entails adding all of the existing holdings and locations to
corresponding bibliographic records in Endeavor's Voyager system, and creating purchase orders,
component records, and predictive check-in records, including subscription patterns, for future
issues. All holdings statements are entered in accordance with MARC21 holdings format. After the
records have been converted, users of the Library's OPAC both onsite and via the Web will be able
to determine if the Library holds a particular title and issue and where it is located. Library staff will
also be able to check in on Voyager all issues received, rather than manually recording the
information in the visible files, as it is currently done.
LSSI performs this project on-site at the Library of Congress with a staff of approximately 28FTE.
This is an extremely complex project, requiring a thorough understanding of the Library's many
locations, routing and disposition of LC's serials, and careful analysis of handwritten accession and
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
5. Working with Other Vendors
LSST's buying power will provide a higher value per dollar spent by the City of Hermosa Beach.
LSSI works closely with various library system vendors in the preparation of customer databases to
be compatible with their systems during system installation and implementation. We have performed
authority processing for numerous libraries having DRA library systems. They include the Queens ?
Borough Public Library in New York, the Douglas County (OR) Library System, the St. Petersburg
(FL) Public Library, the State Library of Florida, the West Florida Regional Library, and the East Texas State University.
LSSI purchases more than $1.5 million dollars worth of library materials annually for its client
libraries. LSSI will use its buying power to negotiate the best possible discounts on library materials
and services and will pass these discounts on to the City of Hermosa Beach Public Library.
LSSI has knowledge and experience with both the creation and complex manipulation of MARC
records, as well as experience in performing customized tasks that ensure the delivery of databases
to various clients that are compatible with their choice of automation systems.
Customer Satisfaction
ISSI highly values its record of customer satisfaction, as evidenced in a number of ways; e.g., by
patron surveys, and by the number of clients who have come to LSSI for repeat or follow-on
services over an extended period of time. The projects we have mentioned above demonstrate
LSST's outstanding qualifications to perform the proposed library services contract. LSSI performs
contracts successfully, exceeding project requirements, and has superb technological insight and
capabilities to guide, assist, and perform any automation specific task requirements. We would like
the opportunity to bring this same level of high quality library support to the Hermosa Beach Public
Library, and we guarantee your satisfaction with our services.
References
Management and Operation of Public Libraries
City of Calabasas, CA
26135 Mureau Road
Calabasas, CA 91302
Contact: Robin Parker, Assistant City Manager
Phone: (818) 878-4225
City of Fargo, ND
Third Street North
Fargo, ND 58102-4899
Contact: Virginia Dambach, Chair, Library Board of Directors
Phone: (701) 293-7281
City of Lancaster, TX
Lancaster Veterans Memorial Library
1600 Veterans Memorial Parkway
Contact: Joe Tillotson, Mayor
Lancaster, TX 75134
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115, 2002
es, LLC
Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
Phone: (972) 227-2758
City of Linden, NJ
301 N. Wood Ave
Linden, NJ 07036
Contact: Thomas Boland, Councilman
Phone: (908) 474-8493 or Cell: (908) 377-7719
Contact: John Gregorio, Mayor
Riverside County, CA
4080 Lemon Street
Riverside, CA 92501
Contact: Gary Christmas, County Library Director
Phone: (909) 955-1100
City of Hemet, CA
450 E. Latham Ave
Hemet, CA 92543
Contact: Mr. Roger Meadows, Mayor
Phone: (909) 765-2300
Library Automation Management and Administration
Palos Verdes (CA) Library District
P.O. Box 8000
701 Silver Spur Road
Rolling Hills Estates, CA 90274-8000
Contact: Ms. Barbara Roberts
(310) 377-9584 x200
Howard County (MD) Library
6600 Cradlerock Way
Columbia, MD 21045-4912
Contact: Ms. Valerie J. Gross
(410) 313-7750
Additional references are available on request.
D. Corporate Background
Library Systems & Services, LLC (LSSI) is a private sector company owned equally by The Follett
Corporation and Internet Systems, Inc. The combined companies have more than 8,000 employees, and
annual revenues exceeding $1.5 billion. LSSI has developed significant corporate resources in order to bid
and win library facilities management contracts. On-site library management and related services are the
largest elements of LSSI's business.
The sections which follow provide more extensive information about LSSI, The Follett Corporation, and
Internet Systems, Inc.
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Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
1. Library Systems & Services, LLC (LSSD)
LSSI has managed libraries for more than twenty years. Founded in 1981 by a group of library
professionals dedicated to library service support and library automation services, LSSI has provided
library management teams to achieve outstanding results. We have excelled not only in traditional
library services such as reference, collection development, book circulation, and materials cataloging
and processing, but also in the application of emerging library technologies to increase patron access
and speed document delivery.
Direct library service and library service support is LSST's only business. This specialization allows
LSSI to provide the best possible library services and products at a reasonable cost. LSSI has built
its reputation and business base through a sound knowledge of state-of-the-art library technology
and procedures, as well as through staff members who consistently put customers first.
2. The Follett Corporation
The Follett Corporation is the nation's largest educational services company. Established in 1873
and based in River Grove, IL, The Follett Corporation is a major supplier of books and software
products to campus bookstores as well as to elementary and high school libraries. Follett's
experience, singular focus on education, and commitment to excellence have made it a leader in the academic world.
The Follett Corporation is a privately-held, family-owned company with a special commitment to its
goal to be a "partner in education" by becoming an integral part of the communities it serves. Follett
was named the 1995 Illinois Family Business of the Year by the Loyola University Chicago
Business Center. This recognition acknowledges the company's success in combining family,
innovative business practices, and active involvement with the industry and community. Follett
ranks 249th in the Forbes list of 500 top privately-held corporations.
Follett's 124-year history of success and growth is due in part to the overwhelming support of the
customers and communities it serves. It has earned this support by providing unparalleled customer
service and by supporting charitable organizations that help promote education.
3. Internet Systems, Inc.
In addition to a successful twenty-year track record in managing and providing library services,
Internet Systems, Inc. (ISI) has an impressive history of innovation and state-of-the-art development
projects for library systems and procedures. ISI's founders developed the MINI MARC
minicomputer cataloging system, one of the first successful minicomputer systems for libraries.
MINI MARC won the 1980 Information Industry Association's "Technology of the Year" award.
In December 1984, ISI again made library history by installing LASERFILE, the first laser-readable
videodisc database, on MINI MARC, featuring the complete LC MARC database on two
videodiscs. SI later implemented LASERFILE on PC and DEC VAX hardware to support
cataloging and interlibrary loan systems serving the needs of libraries of all sizes. ISI also created
videodisc databases for several library networks and processing centers.
ISI, a proponent of distributed processing for libraries, developed links between its systems and
most major library circulation systems (CLSI/GEAC, VTLS, DRA, DYNIX). Development of these
links required a detailed working knowledge of the protocols and architecture of each system. The
links let users create bibliographic records in MARC format on their in-house systems, and pass
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Source scan page 23
Library Systems & Services, LLC
Proposal to City of Hermosa Beach, CA
April 15, 2002
Ill. Cost Proposal
Fiscal 2003 Library Management Fee: Books & Materials (includes processing): $ 35,000.00
Hours of operation: 35 hours per week
504096.00
$429,600.00
14496.00
ISSI proposes to manage the Hermosa Beach Public Library for a total cost of $429,600.00,
beginning July 1, 2003 for the year. It is our understanding that the City wishes to manage the
Library within the existing tax collections. LSSI is willing to work within this requirement and will
work with the City to adjust this figure as more detail is known.
For subsequent years of this agreement, the management fee is subject to negotiations between LSSI
and the City, which will determine the actual funding for the library for FY2004 and beyond.
LSSI proposes that the amount finalized for Library Management be paid at the rate of 1/12 per
month ($35,800). Out of this monthly fee, LSSI will fund the payroll for employees and will pay for
other library operating expenditures as itemized in a written agreement between the parties.
Option 1: Additional five hours of public service $14,400
If approved, LSSI will open the library five additional hours for a total of 40 hours per week for
$14,400. LSSI will work with the City to determine the days and hours to keep the library open.
Option 2: Additional monies for the book budget
In the above budget, the Library's budget for materials, processing, etc. is $35,000 per year. If
the City wishes to add additional monies to the book budget, LSSI will add the dollar amount to
the contract and purchase additional library materials over the amount noted above.
18