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HomeMy WebLinkAboutRESPONSE - RFP - P1084 LIBRARY DISTRICT CONSULTANTPROPOSAL 1-Man STRATEGIC LONG-RANGE PLANNING CONSULTANT SERVICES P1084 PREPARED FOR THE FORT COLLINS REGIONAL LIBRARY DISTRICT October 01 2007 Dubberly Garcia Associates, Inc A T L A N T A & D E N V E R CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL • provided coaching offside for staff preparation of the Strategic Plan • mapped service areas and prepared demographic profiles for the branches b Garfield Library District Rifle, Colorado In progress This project to create a strategic plan for the Garfield Library District includes the following elements • Obtaining stakeholder opinions from across the District • Detemunmg service priorities • Establishing community services goals • Identifying measurable objectives • Recommending best practices necessary for Library success in addressing the new service priorities, increasing organizational effectiveness, and improving efficiency . Preparing limited -scope building programs for two prototype libraries To assist the Library in completing these key planning process elements DGA is • conducting focused discussion open public meetings to obtain input and information about service and facility needs • assessing current facilities collections, services, technology and staffing • facilitating the work sessions of the community planning committees and the district planning committee • facilitating staff planning committee work sessions on planning topics • preparing meeting summaries and briefing documents • preparing the strategic plan • training staff in allocatmg and reallocating resources c Mid -Columbia Library System Kennewick, Washington In progress This project by Dubberly Garcia Associates, Inc and Sandra Nelson Consulting to create a strategic plan and provide related staff training for this System serving urban, suburban, and rural residents includes • Obtaining stakeholder opinions • Determining service priorities OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT • Establishing community services goals • Identifying measurable objectives To assist the Library in completing these key planning process elements DGA is • facilitating the work sessions of the community planning committee • facilitating staff planning committee work sessions on planning topics • providing off site assistance in support of the development of goals, ob)ectives, organizational competencies and initiatives • preparing meeting summaries and briefing documents • preparing the strategic plan • training staff in allocating and reallocating resources OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT C WORK PLAN This section provides a one -page synopsis of the planning project and plan as requested in the RFP, summarizes the proposed methodology and major tasks, discusses the key benchmarks and time line, and indicates the number of consulting hours estimated for your strategic planning project 1 PLANNING PROCESS AND PLAN SYNOPSIS The scope of work for the planning consultant, as outlined in the Request for Proposals, includes the following major elements 1 Assist the Library staff in analyzing current services, collections, usage patterns geographic areas, population centers, neighborhood projections, existing library facilities, technical and other support functions, and other relevant information 2 Facilitate the strategic planning process using a planning methodology such as the approach provided in the forthcoming Strategic Planning for Results to be published by the American Library Association 3 Design effective and efficient data and opinion gathering and presentation methods to help inform the strategic planning process 4 Facilitate meetings of the planning committees such as a community planning committee and staff planning committee 5 Assist the Library in identifying service priorities, goals, objectives activities and organizational competencies and initiatives 6 Assist the Library with identifying gaps between identified service priorities and the current allocation of resources for library operations The six to eight month planning process will be based on the forthcoming Strategic Planning for Results and the recently published Pubkc Library Service Responses 2007 Major tasks include three meetings of the planning committee, facilitated by DGA, staff coaching by DGA in the writing of draft goals and objectives manager training by DGA in identifying and evaluating activities and allocating resources, off -site coaching by DGA, and DGA's preparation of the final report with service priorities, goals, objectives organizational competencies, and imnatives OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT 2 METHODOLOGY Dubberly Garcia Associates, Inc will assist with the design of and will facilitate the internal process needed to develop a successful strategic plan for the Fort Collins Regional Library District, using the Strategic Planning for Results planning model and other pertinent methodologies as appropriate Attention will be focused on the respective roles of the community planning committee, the Library Board, and the staff Sessions with other designated individuals and groups within the Library's organization and with external key informants may also be appropriate and will be conducted as needed within the project budget framework DGA's facilitation methods will ensure that • available data and information are obtained for assessing the community, library services, and library resources • community needs and interests are addressed by the vision and the development of appropriate service pnonties and other important planning outcomes • goal and priorities are linked to measurement and evaluation tools • pertinent and realistic objectives and activities are set • available resources are considered for reallocation (gap analysis) for effective activities DGA will coach Library staff during the strategic planning process by maintaining a Planning Web site that provides easy access by planning process participants to documents throughout the project June Garcia will facilitate work sessions with staff, based on mutual schedule decisions from the project planning and orientation meeting during the consultants' first site visit The proposed Results model planning approach will include seven phases, as outlined below These phases will involve the Library Board the staff and community representatives selected by the Library We look forward to further delineating the scope of these components in future consultations with the Fort Collins Regional Library District OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 10 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT Phase 1 Plan to Plan • Define responsibilities of the Community Planning Comrmttee the library staff the Library Board members and local government officials as appropriate • Provide an effective orientation of the planning process for the staff • Identify and invite community representatives to serve on Community Planning Committee Phase 2 Determine Community Needs • Determine community needs and identification of how the library night help community residents respond to those needs (Community Planning Comnuttee) • Create a vision for the community (Community Planning Committee) • Identify the community's strengths and its weaknesses (Community Planning Committee) Phase 3 Select Service Responses • Select prehmrnary service priorities (Community Planning Committee) • Provide feedback on the preliminary service priorities selected by the Community Planning Committee (Library Board and staf fl • Select final service priorities to recommend to the Library Board (Community Planning Committee) Phase 4 Write Goals and Objectives • Identify goals and objectives to support the recommended service priorities Phase 5 Identify Effective Activities • Identify activities and allocate resources Phase 6 Identify Organizational Competencies and Initiatives • Identify organizational competencies and initiatives to support the recommended service priorities, including policy topics such as facility site selection and facility resources OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 11 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT Phase 7 Write the Strategic Plan • Prepare draft Strategic Plan based on the work of the planning committees facilitated by DGA • Prepare final Strategic Plan of approximately 20 pages, which will include goals, objectives, representative activities, organizational competencies, and representative initiatives 3 PROPOSED TIME LINE, KEY TASKS, AND RESPONSIBILITIES The key tasks, responsibilities and general time line proposed for your strategic planning process are provided as a table in Appendix Four Please refer to this table for detailed information on these topics The table, in summary provides for six (6) site visits by DGA Managing Partner June Garcia to facilitate three meetings of the planning committee, onent the Library Board and staff, and tram designated managers and key staff on identifying and evaluating activities and allocating resources Off -site consulting assistance is identified in the table for the staff s writing of goals and objectives based on selected service responses The draft and final Strategic Plan text documents will be prepared for the Fort Collins Regional Library District, which will be responsible for their formatting, printing, and distribution DGA can facilitate your planning process within your proposed time frame which is aggressive It is our experience, however, that most library staffs need more time at key points for planning process activities than might be possible with your proposed time frame, especially since some of the key tasks occur during the busy holiday season of mid November to early January 4 ESTIMATED CONSULTANT HOURS The anticipated time required to complete the tasks outlined in this proposal is expected to meet or exceed 125 DGA consultant hours, including travel time OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 12 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT D PROPOSED COSTS This section provides proposed costs for providing strategic planning services to the Fort Collins Regional Library District, as outlined in this proposal 1 SITE VISITS The projected number of site visits is six (6), for a total maximum of eleven (11) consultant days on site as detailed in Appendix Four The estimated total reimbursable expense cost of on -site visits is $3,550 This amount includes expenses reimbursable at consultant cost for items such as automobile travel, lodging, meals, and incidentals 2 BASE PROJECT COST Dubberly Garcia Associates, Inc proposes to complete the consultant tasks described in this proposal for a lump sum professional services fee of twenty six thousand four hundred dollars ($26 400) plus estimated reimbursable expenses Reimbursable expenses, invoiced at cost, are not expected to exceed three thousand five hundred fifty dollars ($3,550) The total combined cost of professional fees and reimbursable expenses are twenty-nine thousand nine hundred fifty dollars ($29 950) Forms, worksheets, draft and final reports, and other planning process documents will be provided to the Fort Collins Regional Library District as electronic files in PDF format for its printing and distribution We do not anticipate providing supplies or printed copies of reports or interim documents We look forward to learning more about your needs and to tailoring the project tasks dehverables, and reimbursable expenses as appropriate The proposed fee and reimbursable expenses amount assumes that the number of site visits and consultant days on site will not exceed the number outlined in this Section (D), Section C, and Appendix Four OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 13 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT This proposal anticipates that the Fort Collins Regional Library District will provide to Consultant, at no expense to Consultant, pertinent library data and written reports as may be required by Consultant for purposes related to the Work, including but not limited to data on current services, service activity levels, and facilities Such data and written reports, when extant, will be provided in electronic file format compatible with "Microsoft Word" word processing software applications or "Microsoft Excel' spreadsheet software applications as appropriate to the content, or other mutually acceptable format 3 ADDITIONAL SERVICES OPTION Additional services, if any provided by Consultant must be agreed to in writing by both parties Additional services, if any, authorized by the Fort Collins Regional Library District and performed by Consultant during the term of this agreement will be compensated at the rate of $205 per hour or for a fixed amount(s) as mutually agreed by the parties OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 14 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL E REFERENCES Reference contact information is provided below for three similar strategic service planning projects conducted by June Garcia and/or Ronald Dubberly using the Planning for Results model Listed below for each engagement is the client name, address, person to contact, and current telephone and fax numbers Carroll County Public Library Westminster, Maryland Strategic plan for library system serving urban, suburban, and rural residents Completed in 2006 Contact Person Lynn Wheeler, Library Director Carroll County Public Library 115 Airport Drive Westminster, Maryland 21157 Telephone 410-386-4500 Ext 3136 Garfield Library District Rifle, Colorado In progress Strategic service plan for library system serving urban, suburban, and rural residents In progress Contact Person Wilma Paddock, Business Manager Garfield Library District 796 Megan Way Rifle, Colorado 81647 Telephone 970 625 4270 Ext 4 Mid -Columbia Library System Kennewick, Washington Strategic plan and related staff training for library system serving urban suburban, and rural residents In progress Contact Person Danielle Krol, Executive Director Mid -Columbia Library System 405 South Dayton Kennewick Washington 99336 Telephone 509-586-4767 Additional contact information can be provided for other clients as needed OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 15 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDICES OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 16 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL TABLE OF CONTENTS TABLE OF CONTENTS COVER LETTER 111 PROPOSAL. A PROJECT SCOPE AND PURPOSE 1 B EXPERIENCE SUMMARY 3 1 Key Personnel 3 2 Qualifications 4 3 Experience 6 C WORK PLAN 9 1 Planning Process and Plan Synopsis 9 2 Methodology 10 3 Proposed Time Line, Key Tasks, and Responsibilities 12 4 Estimated Consultant Hours 12 D PROPOSED COSTS 13 1 Site Visits 13 2 Base Project Cost 13 3 Additional Services Option 14 E REFERENCES 15 APPENDICES 16 1 DGA Client List 1-1 2 DGA June Garcia — Resume 2-1 3 DGA Ronald Dubberly — Resume 3-1 4 Key Tasks and General Timehne 4-1 5 Bid Addendum One 5-1 OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES, INC PACE 11 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDIX 1 PLANNING CONSULTANT PROPOSAL CLIENT LIST APPENDIX 1 CLIENT LIST Dubberly Garcia Associates Inc, established in 2002, builds upon the work and organization of Dubberly Associates, Inc, which was founded in 1994 Since then, we have worked with the following libraries and organizations Alameda County Library Fremont, California Executive search assistance for The Hawkins Company Los Angeles California American Library Association Chicago, Illinois Policy development training for the Public Library Association, a division of the ALA Online interactive training courses Creating Policies for Results and The New Planning for Results, developed and delivered for the Public Library Association Anchorage (Municipality) Anchorage, Alaska Municipal Librarian search assistance completed in 2005 for Professional Business Services, Inc Anchorage, Alaska Arkansas Valley Regional Library Service System Pueblo, Colorado Policy development training Arlington County Virginia Arlington, Virginia Executive Search Arlington Heights Memorial Library Arlington Heights, Illinois Executive Search Baltimore County Public Library Towson, Maryland Facilities master plan Long-range planning assistance Berkeley Public Library California Executive search Boca Raton Public Library Boca Raton, Florida Facilities master plan, fund raising assistance, and public education program Building programs for two library facilities Organizational structure, staffing allocation, and position descriptions OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 1 1 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDIX 1 CLIENT LIST Brentwood Public Library Brentwood, Tennessee Facility assessment Brookfield Public Library Brookfield, Wisconsin For Information Partners, Inc Cleveland, Ohio Operations and management study Brooklyn Public Library Brooklyn, New York Functional requirements for branch libraries Bucks County Free Library Doylestown, Pennsylvania Strategic plan (In progress Buffalo and Erie County Public Library Buffalo New York Management study Executive search Calabasas (City of) Calabasas, California Community needs assessment for Library Bond Act Application Camden County Library System Voorhees, New Jersey Facility plan and related criteria Canadian Urban Libraries Council Toronto, Canada Governance structure studies Carlsbad City Library Carlsbad, California Executive search Carroll County Library Finksburg Maryland Strategic planning Carnegie Library of Pittsburgh Pittsburgh, Pennsylvania Reorganization of the Main Library and "best practices ' study Chattahoochee Valley Regional Library System Columbus, Georgia Strategic planning Chestatee Regional Library/Hall County Library Friends Gainesville Georgia Cost and benefits study related to governance structure issues OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 1 2 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDIX 1 CLIENT LIST County of Los Angeles Public Library Downey, California For Tetra Design, Inc Los Angeles, California Community library building program, needs assessment and plan of service for facility grant application project Cumberland County Public Library and Information Center Fayetteville, North Carolina Facilities planning study Dalton State College and University Dalton Georgia For Hussey Gay, Bell and DeYoung (Architects) Gainesville, Georgia Facility renovation and expansion Dauphin County Public Library System Harrisburg, Pennsylvania Facilities and service delivery options study Davenport Public Library Davenport, Iowa Executive search Denver Public Library Denver, Colorado African American research library facility planning Executive search Department of State U S Washington, D C Uzbekistan Workshops in planning for public library services Des Moines Public Library Des Moines, Iowa Executive search Diamond Bar (City of) Diamond Bar, California Feasibility study, community needs assessment, plan of service, and building program for facility Library Bond Act grant application project District of Columbia Public Library Washington, D C Report draft for The Mayor's Blue Ribbon Task Force on the Future of the District of Columbia Public Library Executive Search New central library planning phase one Four branch library building programs Enoch Pratt Free Library Baltimore, Maryland Facilities and services plan OCTOBER 01 2007 OUBBERLY GARCIA ASSOCIATES INC PACE 3 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDIX 1 CLIENT LIST Fargo Public Library Fargo, North Dakota For Library Systems & Services LLC Germantown Maryland Long-range planning services Fontana Regional Library Bryson City, North Carolina Strategic Plan for three -county system Long range service priorities and facilities master plan Fort Worth Public Library Fort Worth Texas Master Services Plan Garfield County Library District Rifle, Colorado Strategic plan and two general building program models Gwinnett County Public Library Lawrenceville, Georgia Library services and facilities master plan Hemet Public Library Hemet, California For Library Systems & Services, LLC Germantown, Maryland Management services and organizational assessment Houston Area Library System Houston, Texas Policy development training Houston Public Library Houston, Texas Executive search assistance Hudson Library, Inc The Highlands North Carolina Space needs study for current and future facilities Indianapohs — Manon County Public Library Indianapolis, Indiana Executive search Ingram Library Services Inc La Vergne Tennessee Proprietary project Innovative Interfaces, Inc Emeryville, California Market perception analysis (proprietary project) Branding survey (proprietary project) Jersey City Free Public Library Jersey City, New Jersey For Library Systems & Services LLC Germantown, Maryland Long-range services plan, organizational assessment and facilities studies Executive and administrator searches OCTOBER 01 2007 DUBBERLY CARCIA ASSOCIATES INC PAGE 1 4 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT Johnson County Library Overland Park, Kansas Executive search Kansas Library Association Topeka, Kansas Policy development training PLANNING CONSULTANT PROPOSAL Kitsap Regional Library District Bremerton, Washington Executive search assistance La Habra Public Library La Habra, California APPENDIX 1 CLIENT LIST For thirtieth street architects, Inc Newport, California Branch library grant application support, including assistance with community needs assessment, plan of service, and building program Lancaster Public Library Lancaster, Texas For Library Systems & Services, LLC Germantown, Maryland Organizational assessment Largo Public Library Largo, Florida For Harvard, Jolly, Clees, Toppe Architects St Petersburg, Florida Services and operations review and facility expansion study Las Vegas Clark County Library District Las Vegas, Nevada Executive search Long range strategic plan 2001-2006 Executive compensation survey Strategic service plan 2005 2008 Technology Plan 2006-2008 Library and Information Association of New Zealand Wellington, New Zealand Policy development training Library Systems & Services, LLC Germantown, Maryland Corporate executive search Proprietary projects Lincoln Public Library Lincoln, Nebraska Surveys of library users and nonusers, with D'Eha Research Associates, Inc Mani library facility feasibility study, for The Clark Ensersen Partners Lincoln, Nebraska Lmebaugh Library System Murfreesboro, Tennessee Master facilities plan Area and community branches building programs OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 1 5 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDIX 1 CLIENT LIST Los Angeles County Law Library System Los Angeles, California Long range plan and facilities recommendations Los Angeles Public Library Los Angeles, California ILS contract negotiations Community needs assessment, plan of service and building program review in support of Library Bond Act grant application for new branch library Strategic plan Technology plan Macon County Public Library Franklin North Carolina Space needs study Main library building program Mesa County Public Library District Grand Junction Colorado Executive search Mesa Public Library Mesa, Arizona Long range facilities plan Metropolitan Cooperative Library System California Executive search assistance for The Hawkins Company, Los Angeles, California Mid Columbia Library Kennewick, Washington Strategic plan Monroe County Public Library Bloomington, Indiana Executive search Montgomery City -County Public Library Montgomery, Alabama Strategic and facilities master plans Multnomah County Library Portland, Oregon Executive search Nashville Public Library Nashville, Tennessee Branch library building programs New York Public Library New York City, New York Policy development Functional requirements for branch libraries Organizational structure evaluation Long-range service planning In conjunction with Sandra Nelson OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 6 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDIX 1 CLIENT LIST Newnan-Coweta Public Library Newnan Georgia Facilities master plan Northeast Florida Library Information Network Orange Park, Florida Policy training Omaha Public Library Omaha, Nebraska Executive Search Poets House New York City, New York Facility planning assistance Providence Public Library Providence, Rhode Island Strategic plan, in association with Synthesis Partnership Providence Queens Borough Public Library Jamaica New York Executive Search Queensland Public Libraries Association Brisbane, Australia Policy development training Redwood City Library Redwood City, California For Anderson Brule Architects, Inc San Francisco, California Branch library grant application support, including assistance with community needs assessment plan of service and building program Riverside County Library System Riverside, California For Library Systems & Services, LLC Germantown Maryland Management services, including library system assessment study Sacramento Public Library Authority Sacramento, California Central library manager search assistance Branch services manager search assistance Salt Lake City Public Library Salt Lake City Utah Main library feasibility study Executive search assistance Salt Lake County Library System Salt Lake County, Utah Strategic plan San Antonio Public Library San Antonio, Texas Executive search OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 1 7 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL San Francisco Public Library San Francisco, California APPENDIX 1 CLIENT LIST Plan of service and space reallocation for four branch libraries Executive search assistance for The Hawkins Company, Los Angles, California Executive search assistance for CPS Executive Search, Sacramento, California Seattle Public Library Washington Public Services Director search assistance Siouxland Library System Sioux Falls, South Dakota Main Library site evaluation Spokane Public Library Spokane, Washington Executive search Stockton -San Joaquin County Public Library Stockton, California Branch library building program and community focus groups Texas Library Association Austin, Texas Policy development training The J M Kaplan Fund, Inc New York City, New York Grant evaluation process and criteria recommendations Upper Peninsula Region of Library Cooperation Sault Ste Mane Michigan Policy development training Urban Libraries Council Evanston, Illinois Grant project management evaluation (proprietary project) Director -in residence (advisor) for leadership institute Washoe County Library Reno, Nevada Organizational design and best practices study Weld Library District Greeley, Colorado Facility plan and related policies Yakima Valley Regional Library Yakima Washington Executive search OCTOBER 01 2007 DUBBERLY GARCIA AssocIATES INC PACE 1 8 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDIX 2 JUNE GARCIA- RfSUMt APPENDIX 2 JUNE GARCIA - MSUMt June Garcia has over 35 years experience as a public hbranan Her experience includes six years as Director of the San Antonio Public Library, where she completed planning and construction for a 228,000 square -foot Central Library During her tenure in San Antonio, all 18 branch libraries were renovated, expanded, or replaced Previously, she served the Phoenix Public Library in several capacities she served twelve years as the administrator of a branch library system, and five years as a branch manager She also has served the Plainfield Public Library and the New Brunswick Public Library, both in New Jersey Ms Garcia has served as CEO of the CARL Corporation, and as Vice President and Chief Ambassador of TLC/CARL both major library automation companies providing integrated systems to large public hbranes and consortia Ms Garcia is also a managing partner along with Ronald Dubberly of Dubberly Garcia Associates, Inc Ms Garcia has been an active participant for the past twenty years in the Public Library Association s (PLA) efforts to develop tools that will enable public librarians and trustees to effectively plan, measure and evaluate public library service She served as a member of the committees that produced Planning and Role Setting for Public I-ibranes (1987) Output Measures for Publu Libraries (1987), and Planning for Results The Pubhe Library Transformation 1'rocess (1998) She chaired the committees that oversaw the creation ofManagingfor Results Effective Resource Allocatton for Public I.ibranes (2000) and Staffing for Results A Guide to Working Smarter (2002) She is co-author, along with Sandra Nelson of Creating Policies for Results From Chaos to Clanty (2003) and Public Library Service Responses 2007, (2007) Ms Garcia is also Associate Editor for the Results series of publications by PLA Ms Garcia has been a frequent speaker at library conferences on a wide variety of topics relating to strategic planning, policy development, branch library services, measurement and evaluation, facilities planning, and intellectual freedom SELECTED CONSULTING EXPERIENCE Carroll County Public Library Fmksburg Maryland Strategic plan and facilities assessment assistance Montgomery City -County Public Library Montgomery, Alabama Strategic plan and facilities master plan District of Columbia Public Library Foundation Washington D C Vision service priorities best practices, and facilities recommendations for the Mayor's Blue Ribbon Task Force on Libraries OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE 1 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDIX 2 JUNE GARCIA - RESUME Garfield County Library District Rifle, Colorado Strategic plan and two general building program models Las Vegas -Clark County Library District Las Vegas, Nevada Strategic services plan for urban and outlying libraries Los Angeles Public Library Los Angeles, California Strategic plan and technology plan Mid -Columbia Library Kennewick Washington Strategic plan Salt Lake County Library System Salt Lake County, Utah Strategic plan LIBRARY ADMINISTRATION AND RELATED EXPERIENCE Director San Antonio Public Library San Antonio, Texas 1993 1999 Library Extension Services Administrator Phoenix Public Library Phoenix, Arizona 1980-1993 Branch Manager Library Extension Services Administrator Phoenix Public Library Phoenix Arizona 1975 1980 EDUCATION Rutgers University New Brunswick, New Jersey M L S 1970 Douglass College New Brunswick, New Jersey B A 1969 SELECTED HONORS AND AWARDS President's Award Arizona State Library Association 1990 Librarian of the Year Arizona State Library Association 1986 SELECTED PROFESSIONAL ACTIVITIES American Library Association ALA Council, 1986-1990, 1993 1997 and 1997 2001 Public Library Association Chair, 1996 National Conference Committee PLA President 1991-1992 Arizona State Library Association ALA Chapter Councilor 1986 1990 President 1984 1985 Board Member Freedom to Read Foundation 1993-1997 International Network of Public Librarians Bertelsmann Foundation 1998-2002 OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE 2 Dubberly Garcia Associates, Inc A T L A N T A & D E N V E R James B O'Neill II, CPPO, FNIGP Director of Purchasing & Risk Management City of Fort Collins 215 North Mason Street, 2"d floor Fort Collins, Colorado 80524- October 01, 2007 Dear Mr O'Neill Dubberly Garcia Associates, Inc (DGA) is pleased to submit our qualifications in response to your Request for Proposal for consultant services to assist the Fort Collins Regional Library District with the development of a strategic plan DGA is a library consulting and research firm based in Atlanta and Denver We provide services to help our clients achieve their full potential We have a broad national practice serving urban and suburban public libraries and related organizations and corporations DGA, established in 2002, builds upon the work and organization of Dubberly Associates, Inc, which was founded in 1994 June Garcia and I, the managing partners for DGA, are pleased to submit this proposal We believe that our combined backgrounds will bring to your very important project a unique, strong, and appropriate set of public library experience, knowledge, skills, and planning abilities June Garcia, a resident of Denver, CO, will serve as the lead consultant Ms Garcia has had extensive public library planning experience, including over twenty years of involvement producing planning tools for the Public Library Association For contract administration purposes, please contact Ronald Dubberly at the Atlanta locations listed at the bottom of this page or at rond@DubberlyGarcia corn The accompanying proposal details our qualifications for this project We look forward to learning even more about your needs and to discussing how we can make your strategic planning process the success you want it to be Our project team is excited about working collaboratively, creatively, and successfully with Brenda Cams, the Library Board, the library staff, and your residents We are ready to do our part in developing a responsive, creative, forward -looking strategic plan for the Fort Collins Regional Library District Sincerely, Ronald A Dubberly, Mana ng Partner ATLANTA OFFICE (404) 264 0072 4288 GLENLARV DRIVE NE ATLANTA GEOROIA 30342 FAX (404) 869 6024 DENVER OFFICE (303) 757 7420 1195 $ HARRISON STREET DENVER COLORADO 80210 FAX (303) 757 0669 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDIX 3 RONALD DUBBERLY Rtsumt APPENDIX 3 RONALD DUBBERLY - Rtsjumt Ronald A Dubberly has nearly 40 years of experience as an urban library adirunistrator and consultant Mr Dubberly's expertise is in developing long range plans for libraries planning for services and their delivery, improving organizational design, analyzing management practices, assessing library facilities and recommending capital improvement projects, developing building programs, providing management services, and matching senior management needs of libraries with qualified personnel During his 22 years as director of the public library systems for Atlanta -Fulton County and the City of Seattle, Mr Dubberly led major capital improvement programs and several strategic planning efforts He then implemented those strategic and capital plans Mr Dubberly was Director of Libraries of the 35 branch Atlanta Fulton County Public Library for 10 years During his tenure he led the library system through the development of a long range plan and guiding a massive building program of over two dozen facilities and the build -out of the Central Library Mr Dubberly was also responsible for the conceptualization, construction and opening of the Auburn Avenue Research Library on African -American Culture and History, the only research facility of its type in the Southeast fully devoted to these subjects and available for public use During his 12-year term as Director of the Seattle Public Library, Mr Dubberly oversaw a successful facilities bond issue for the restoration of five Carnegie branch hbranes He renovated and remodeled the 206,000 square -foot Central Library, opened a new branch library, and created a collection storage facility Mr Dubberly has also been heavily involved in the development of planning processes for public library systems Most recently he served on the Public Library Association's steering committees for development of Planning for Results and Managing for Results Effective Resource Allocation for Public Libranes Both of these publications are the second generation of planning tools for public libraries He also served on the steering committee that developed the first set of long-range planning tools for public libraries SELECTED CONSULTING EXPERIENCE Brooklyn Public Library Brooklyn, New York Functional requirements handbook for branch libraries Carnegie Library of Pittsburgh Pittsburgh, Pennsylvania Reorganization of the Main Library and "best practices" study OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE 1 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDIX 3 RONALD DUBBERLY RfSUMt Denver Public Library Denver, Colorado African-Amencan research library facility planning District of Columbia Public Library Foundation Washington, D C Vision, service prronttes, best practices, and facilities recommendations for the Mayor s Blue Ribbon Task Force on Libraries Las Vegas -Clark County Library District Las Vegas Nevada Strategic services plans, with facilities master plan and recommendations for building layout improvements Los Angeles County Law Library System Los Angeles, California Long range plan and facilities recommendations Macon County Public Library Franklin, North Carolina Space needs study and building program for main library Montgomery City County Public Library Montgomery, Alabama Facilities master plan, with general size and location recommendations for Main Library and branches New York Public Library New York City, New York Functional requirements for branch hbranes LIBRARY ADMINISTRATION EXPERIENCE Managing Partner Dubberly Garcia Associates, Inc Atlanta Georgia 2002-Present President Dubberly Associates, Inc Atlanta, Georgia 1995-Present Director Atlanta -Fulton County Public Iabrary Atlanta, Georgia 1987 1997 City Librarian Seattle Public Library Seattle Washington 1975-1987 Library Director Sioux City Public Library Sioux City Iowa 1969-1975 Administrative Assistant to Director Baltimore County Public Library Towson Maryland 19651969 EDUCATION University of Maryland Library Administrators Development Program 1970 Florida State University Graduate School of Librananship M S L S 1965 Jacksonville University B A , History Jacksonville, Florida 1964 TEACHING EXPERIENCE Adjunct Faculty Member, University of Washington Graduate School of Library and Information Science, 1985-1986 (Public Library Administration OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 2 CITY OF FORT COLLINS FORT COLLINS REGIONAL PLANNING CONSULTANT PROPOSAL APPENDIX 4 KEY TASKS AND TIMELINE APPENDIX 4 KEY TASKS AND GENERAL TIMELINE PROPOSED STRATEGIC PLANNING TASKS RESPONSIBILITY Contract signing and nonce to proceed LAbrary Management October 2007 Select staff member to be the primary liaison with the Consultant Library Director October 2007 Consultant during the strategic planning process October 2007 Conduct conference call to review project tasks and Library Management responsibilities and develop project schedule Consultant October 2007 Establish and maintain Fort Collins Regional Library District Consultant Planning Web site October 2007 Meet to revise project tasks if needed and prepare final Library Management schedule (Site Visit 1) Consultant JG October 2007 Present orientation session (60 minutes) for the FCRLD Consultant JG Board (Site Visit 1) October 2007 Present two or three orientation sessions for library staff (90 Consultant JG =notes per session) (Site Visit 1) October 2007 Tour library facilities (Site Visit 1) Consultant JG October 2007 Provide coaching for staff responsible for developing Consultant JG orientation packets for the members of the Community Planning Community Planning Committee Assist Library Director and designated staff in preparing Consultant JG October 2007 presentation on Library services activity levels resources and the community as background for the first Community Planning Community Planning Committee meeting October 2007 Appoint Community Planning Community Planning Library Director Committee Board Chair OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 41 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDIX 4 KEY TASKS AND TIMELINE PROPOSED STRATEGIC PLANNING TASKS RESPONSIBILITY MONTH October 2007 Prepare overview information on Library services activity Library staff levels and resources and the community as background for first Community Planning Community Planning Committee meeting November 2007 Facilitate first meeting of the Community Planning Consultant JG Community Planning Committee to identify community vision and needs and to select preliminary service priorities (Site Visit 2) November 2007 Meet with Library Management to discuss process to be Consultant JG used in obtaining feedback from the Board and the library staff on the preliminary service priorities (Site Visit 2) Between first Provide off site coaching for designated staff who will Consultant JG and second facilitate meetings of the Library staff and one meeting of planning the Board during which they will review the Community meetings Planning Community Planning Committee s preliminary recommendations Between first Review and discuss Community Planning Community Library Management and second Planning Committee s preliminary recommendations with planning the Library Board and staff meetings Between first Prepare summary report reflecting comments received from Library Management and second Library Board and staff for presentation at second meeting planning of the Community Planning Community Planning meetings Committee Between first Review summary report reflecting comments received from Consultant JG and second Library Board and staff and recommend revisions as planning appropriate meetings November — Facilitate second meeting of the Community Planning Consultant JG December 2007 Community Planning Committee during which the Community Planning Committee will discuss comments received from the Library Board and Library staff concerning the preliminary service priorities for the Library and the Community Planning Committee selects the final service priorities to recommend to the Library Board ( Site Visit 3) November — Facilitate a discussion with library staff to discuss possible Consultant JG December 2007 goals and objectives and to discuss methods to obtain input from library staff and Board (Site Visit 3) OCTOBER 012007 DUBBERLYGARCIAASSOCIATES INC PACE 42 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL TASKS AND TIMELINE PROPOSED STRATEGIC PLANNING TASKS RESPONSIBILITY MONTH November — Facilitate a discussion with library staff to identify Consultant JG December 2007 organizational competency issues that will need to be addressed to support the recommended service priorities (Site Visit 3) November — Identify policy issues on topics such as facility site selection Consultant JG December 2007 and facility resources and facilitate Board discussion regarding criteria that would need to be developed December 2007 Discuss draft goals and objectives based on selected service Consultant —JG responses December 2007 Draft organizational competencies and initiatives Consultant JG December 2007 Provide off site coaching for designated library staff who Consultant JG will facilitate the staff review discussion and recommended revisions of the draft goals and objectives December 2007 Provide off site coaching for designated library staff who Consultant JG will facilitate the staff review discussion and recommended revisions of the draft organizational competencies and initiatives December 2007 Review and propose revisions to goals objectives Library staff organizational competencies and initiatives December 2007 Revise draft goals objectives organizational competencies Consultant JG and initiatives January 2008 Review and approve in concept the goals objectives Library Board organizational competencies and initiatives January 2008 Develop a process for identifying and evaluating activities Consultant JG January 2008 Plan and present a 2 0 day training program for Library staff Consultant —JG on identifying and evaluating activities and on allocating resources (Site Visit 4) January 2008 Post all training documents worksheets and instructions on Consultant JG the Planning Web site January — Identify and evaluate current and potential activities for each Library staff February 2008 goal Provide off site coaching for library staff in assessing Consultant JG January — February 2008 effectiveness of proposed activities for each unit for each appropriate goal OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE 3 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT APPENDIX 4 KEY TASKS AND TIMELINE PROPOSED MONTH STRATEGIC PLANNING TASKS RESPONSIBILITY January — Merge accepted activities into a single list Library Management February 2008 Consultant JG February 2008 Identify facility related implications of service responses and Consultant JG effective activities Propose facility modifications that would support the identified library services February 2008 Identify preliminary resource requirements for effective Library staff activities and organizational imoatives February 2008 Review preliminary resource requirements for effective Library Management activities and organizational mivatives and recommend revisions February 2008 Draft Strategic Plan and submit to Library Management for Consultant JG review February 2008 Review draft Strategic Plan and identify necessary changes Library Management March 2008 Facilitate the third meeting of the Planning Community Consultant JG Planning Committee to review goals objectives and representative activities (Site Visit 5) April 2008 Revise draft Strategic Plan Document to include goals Consultant objectives representative activities organizational competencies and representative initiatives Plan will include as appropriate current usage patterns geographic areas population centers and projections existing library facilities and a FCRLD needs assessment including topics such as services collections technical functions usage and facilities April 2008 Present Strategic Plan to the Library Board (Site Visit 6) Consultant JG April or May Adopt Strategic Plan Library Board 2008 OCTOBER 012007 DUBBERLY GARCIA ASSOCIATES INC PAGE 44 CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL APPENDI% S BID ADDENDUM ONE APPENDIX 5 BID ADDENDUM ONE Dubberly Garcia Associates, Inc acknowledges the receipt of Bid Addendum One ADDENDUM No I of w,H C'WMrzs SPECIFICATIONS AND CONTRACT DOCUMENTS Desorption of RFP Pt OB4 Lavery District Consultant OPENING DATE 3 DO P M (Our Clock) October 3 2007 To all prospective bidders under the specifications and contract documents described Shove the following ehang es are hereby mad CHANGE OPENING DATE 3 00 P M (Our ClnCk) October 3 2007 CLARIFICATION Safes Prohlblted/ConPoct of Interest No officer employee or member of City Council Fort CLAQ, RemnalflligiAnvDiarnof shag have a financial interest in the sale to the City of any real a personal property equipment material supplies a services where sadh officer or employee exemses directly or indirectly any decision making authority concerning Such sale or any suporvSory authority Over the services to be rendered This rule also applies to subcontracts with the City S0140WO or aocepdng any girt gratuity favor entertainment Mckbeck or any items of monetary value from any, person who has or is seeking to do busness with the City of Fort Collins is prohibited Please contact Jam" S ONeill II CPPO FNIGP at (970) 221 6779 with any questions regarding this addendum RECEIPT OF THIS ADDENDUM MUST BE ACKNOWLEDGED BY A WRYTTEN STATEMENT ENCLOSED WITH THE BID/QUOTE STATING THAT THIS ADDENDUM HAS BEEN RECEIVED xhatwuss� wwYhi1.e.o auan ea L�vbyCO Y¢xalih I+rR xx4ana ae P+W ahsm �..hr wu OCTOBER 01 2007 DUBBERLY GARCIA A$SOCIATfS INC PAGE 5 1 CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT A PROJECT SCOPE AND PURPOSE DGA understands that as a newly formed library district, it is imperative that a strategic plan be developed to formally establish service priorities for the next three years, develop pertinent goals, set measurable objectives, and guide resource allocations for successfully meeting the service needs of the Fort Collins Regional Library District's growing population Your strategic plan will also address organizational competencies and identify pertinent initiatives in support of your service priorities and goals The principal consultants will be the two Managing Partners of Dubberly Garcia Associates Inc (DGA), which has developed strategic plans for large and small libraries Both consultants also have been public library directors, have worked together on similar projects, and are very aware of library service and technology trends Also, they have been involved with the development of library planning tools including Planning for Results by the American Library Association (ALA) Ms Garcia chaired the committees that oversaw the creation of Managing for Results Effective Resource Allocation for Pubkc L,branes (2000) and Staffing for Results A Guide to Vorking Smarter (2002) She is co author, along with Sandra Nelson of Creating Poknes for Results From Chaos to Clanty (2003) and Public Library Service Responses 2007 (2007) Ms Garcia is also Associate Editor for the Results series of publications by PLA The work plan for the six to eight month planning process will be based on the forthcoming Strategic Planning for Results and Pubkc Library Service Responses 2007 Major tasks include three meetings of the planning committee, facilitated by DGA, staff coaching by DGA in the writing of draft goals and objectives, manager training by DGA in identifying and evaluating activities and allocating resources, off -site coaching by DGA, and DGA's preparation of the final report with service priorities, goals objectives, organizational competencies, and initiatives (A proposed general time line with key tasks and responsibilities is provided in Appendix Four) Although the Fort Collins Regional Library District is embarking on a strategic planning process encompassing a three year period the impact of this strategic planning effort will extend far beyond the planning horizon for this project The strategic service plan will grade the Library's direction and priorities, shape the allocation of its resources, mold its OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT organization, and help improve responsiveness to its residents' library service needs for many years to come A library's strategic plan should respond to the needs of the communities it serves, be responsible in its allocation of current resources, and be sensible in its projections of future funding and expenditures The strategic planning process should involve residents, library staff and leadership, and community leaders It is important for the planning process to consider a broad spectrum of opinions and strategies, along with pertinent statistics and other relevant information The Fort Collins Regional Library District is seeking strategic planning consultant services to • facilitate its strategic planning process using a planning methodology such as the approach provided in the forthcoming Strategic Planning for Results to be published by the American Library Association • design effective and efficient data and opinion gathering and presentation methods to help inform the strategic planning process • facilitate meetings of the planning committees such as a community planning committee and staff planning comrnittee • assist the Library in identifying service priorities, goals, objectives activities, and organizational competencies and initiatives • assist the Library with identifying gaps between identified service priorities and the current allocation of resources for library operations Section C 1, Planning Process and Plan Synopsis as requested in the RFP, provides a one -page summary for the project Other parts of Section C summarize the proposed methodology and major tasks Proposed costs are provided in Section D Section E provides references for strategic planning clients Appendix One provides a client list Appendices Two and Three respectively, provide brief professional resumes for June Garcia and Ronald Dubberly Appendix Four provides a table with key tasks, general tunehne, and responsibilities Appendix Five acknowledges receipt of RFP Addendum One OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL B EXPERIENCE SUMMARY Dubberly Garcia Associates, Inc PGA) is a consulting and research firm based in Atlanta and Denver that provides services to help our chents achieve their full potential We do this by assembling and deploying specialized consultant teams to work with our clients in identifying and developing the right vision, mission, priorities, strategies, organization, competencies, resources, and facilities for serving their customers Our service goal is relevant excellence in response to each client's specific needs Out services to hbranes and hbrary-related organizations include • Long-range strategic and service plans • Facilities master plans • Facility planning • Stakeholder needs identification • Opinion surveys and customer research • Technology planning • Organizational development • Staff training and development • Funding strategies, including public and private campaigns • Operations and management studies • Executive searches DGA's Managing Partners know public libraries and planning for public libraries 1 KEY PERSONNEL The key personnel for your project team will be June Garcia and Ronald Dubberly, the managing partners of Dubberly Garcia Associates Inc June Garcia will serve as the lead consultant for your project June Garcia and Ronald Dubberly are seasoned library consultants who also have had decades of experience as administrators of public libraries with multiple OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT facilities Their consulting experience includes numerous strategic planning projects using the Planmug for Results model In addition, they are facilitators for an on line course based on this model Also both have extensive facilities planning as library directors Ms Garcia completed the new central library for San Antonio and renovated/expanded or replaced all the branch libraries of that system Mr Dubberly administered over two dozen branch library projects in Atlanta, created a public research library on African - American culture and history, and built -out the central library In addition Ms Garcia was CEO of a leading library automation company Additional project personnel, if appropriate, would be added to the DGA team only with the advance approval of the Library 2 QUALIFICATIONS DGA works with public libraries of all sizes DGA's managing partners Ronald Dubberly and June Garcia bring strong expertise from a combined 46 years of successful top management and consulting experience in urban public hbranes Mr Dubberly is the former director of the Atlanta - Fulton County Public Library System, the Seattle Public Library, the Sioux City Public Library (Iowa), the Riverside County Library System (California), and the Jersey City Free Public Library (New Jersey) He also has served the Baltimore County Public Library, the Jacksonville Public Library (Florida), and the State of Iowa (as a library development consultant) His graduate library degree in library science is from Florida State University Ms Garcia served as Director of the San Antonio Public Library System for six years Previously, she served the Phoenix Public Library in several capacities, including Library Extension Services Administrator She also has served the Plainfield Public Library and the New Brunswick Public Library both in New Jersey Further, she was CEO of the CARL Corporation, a major library automation company Ms Garcia is coauthor, along with Sandra Nelson of Creatzng Poh zes for Results From Chaos to Clanty (2003), published by the American Library Association (ALA) Also, Ms Garcia is the associate editor for the "Results series of public library planning evaluating and implementation books for the ALA Her graduate library degree in library science is from Rutgers University OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PACE CITY OF FORT COLLINS PLANNING CONSULTANT PROPOSAL FORT COLLINS REGIONAL LIBRARY DISTRICT Ronald Dubberly and June Garcia bring to your strategic planning project a strong history of working effectively together to meet similar client needs Brief professional resumes for June Garcia and Ronald Dubberly are provided as appendices to this proposal Our Managing Partners have demonstrated ability in providing strategic service planning for public library systems using the Planning for results model Our clients in this service category include the Baltimore County Public Library the Carroll County Public Library (Westminster, Maryland) the Dauphin County Library System (Harrisburg, Pennsylvania), the Fort Worth Public Library, the Garfield Library District (Rifle, Colorado), the Las Vegas Clark County Library District (three tunes), the Los Angeles Public Library (Los Angeles, California), the Mid -Columbia Library System (Kennewick, Washington), the New York Public Library, the Salt Lake County Library (Salt Lake City, Utah), and the Washoe County Library System (Reno, Nevada) A full client list is provided in Appendix One DGA has a demonstrated ability to set project priorities and meet objectives on time and within budget As important, our products and services respond to individual client needs The priorities and objectives of each consulting project are developed with the client and according to the client's needs Our consulting project schedules are established with three targets in mind (1) respect for clients' time and ability to participate at critical points in the consulting project, (2) knowledge of the time needed to competently complete project tasks, and (3) awareness of how quickly results stemming from the consulting project need to be in place Our strategic and service planning engagements include full consideration of diverse community needs, types and locations of facilities and services staffing issues, funding constraints, state and regional service roles, and unique local dynamics Almost all of our long-range planning projects have required extensive interaction with groups of staff as well as with the public community representatives, and officials All of our planning projects have required analyzing complex service requirements and environments and included significant organizational and resource issues However, each engagement has been unique, with its own scope and content Every project has focused on improving library service DGA has successfully facilitated a wide variety of planning processes for public libraries These have included service plans strategic plans, and facility plans OCTOBER01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE CITY OF FORT COLLINS FORT COLLINS REGIONAL LIBRARY DISTRICT PLANNING CONSULTANT PROPOSAL Our client's needs have vaned Some have wanted a "consultant light' approach, with only the coaching of the staff project coordinator Others have wanted complete facilitation from visioning through identification of implementation activities and assistance with resource allocation Most have wanted a set of facilitation services toward the middle of this spectrum and a report Some clients have wanted extensive reports, including the analysis of selected topics These topics have included staffing patterns, efficiency strategies, facility layout guidelines, and facility size and location needs Other clients have preferred a brief report that included only the community vision, service priorities, goals, objectives and strategic initiatives developed during the planning process 3 EXPERIENCE Three DGA strategic planning projects especially pertinent to the needs of the Fort Collins Regional Library District are the Carroll County Public Library (Westminster, Maryland) the Garfield Library District (Rifle, Colorado), and the Mid Columbia Library System (Kennewick, Washington) Provided below for each planning project is a brief outline of DGA services The New Planning for Results was used as the model for each of these planning projects a Carroll County Public library Westminster, Maryland 2006 This project to create a strategic plan for this library serving urban, suburban, and rural residents included the following elements • Obtaining stakeholder opinions • Determining service priorities • Establishing community services goals • Identifying measurable objectives • Identifying organizational capacity issues To assist the Library in completing these key planning process elements, DGA • facilitated the work sessions of the community planning committee • facilitated staff planning committee work sessions on planning topics • prepared meeting summaries and briefing documents OCTOBER 01 2007 DUBBERLY GARCIA ASSOCIATES INC PAGE