Cal. Code Regs. Tit. 5, div. 2, ch. 3, art. 2, app 3
As required in section 20440(d)(2), all applicants shall submit a copy of a Community Library Needs Assessment that demonstrates the need for the project and describes its relationship to the overall public library jurisdiction. The needs assessment shall include, but is not limited to, the following components:
1. Table of Contents giving page numbers for each division and each required Executive Summary.
2. Overall Executive Summary for the Community Library Needs Assessment, not to exceed two, single-spaced typed pages. Limit type size to no smaller than 11 point if using a computer, or 12 pitch (elite) if using a typewriter.
a. The Executive Summary shall provide a narrative overview of the findings of the Community Library Needs Assessment, citing relevant community demographic information.
b. The Executive Summary for joint use projects shall also include a description of the K-12 student population that will be served by the joint use project and their needs.
3. Needs assessment methodology
a. Applicants shall provide an Executive Summary of the needs assessment methodology not to exceed two, single-spaced typed pages. Limit type size to no smaller than 11 point if using a computer, or 12 pitch (elite) if using a typewriter.
b. Applicants shall describe how they involved residents, community organizations, special interest groups, special populations including those with disabilities, local agencies, and others, as applicable, in determining the needs of the residents of the library service area and the need for a new or improved facility.
c. Applicants with joint use projects shall also describe how the school and/or school district was involved in planning the joint use facility and services and include a description of the involvement of the following school representatives, as applicable: superintendents, principals, school board members, teachers, certified library media teachers, parents, students, and any school support organizations.
d. Applicants shall describe methods used to elicit community input, such as surveys, focus groups, community meetings, and other methods used.
4. Community Analysis with Executive Summary
Applicants shall describe and analyze relevant factors that affect the library goals, objectives, and Library Plan of Service for the residents in the project service area. Factors include, but are not limited to, the following:
a. Governmental agencies
Identify governmental agencies that will have an influence on the planning of the facility and describe the nature of the relationship. Identify key individuals in the government agencies and describe their roles in the project.
b. School agencies
Identify public and private schools within the district that will be served by the proposed project and their service needs, including whether or not a school library exists.
c. Community organizations
Identify community organizations that will be served by the proposed project, and describe their service needs.
d. Demography
Applicants shall obtain the following demographic information from federal, state, or regional sources, and identify the source.
(1) Population characteristics Describe the service area population, including, but not limited to, its current size, projected growth, and demographic characteristics to the extent such information is available for the project service area.
(2) Data not available for the specific project service area
If the information is unavailable for the project service area, the applicant may utilize the demographic information for local jurisdictions in which the project is located.
(3) Demographic data and analysis
Include the following data for the project service area and an analysis of the data:
[BLACK MEDIUM SQUARE] The average California Academic Performance Index (API) for public schools in the library service area.
[BLACK MEDIUM SQUARE] Poverty rate.
[BLACK MEDIUM SQUARE] Per capita income.
[BLACK MEDIUM SQUARE] Literacy rate.
[BLACK MEDIUM SQUARE] Unemployment rate.
[BLACK MEDIUM SQUARE] Population composition by age.
[BLACK MEDIUM SQUARE] Population by occupation.
[BLACK MEDIUM SQUARE] Median property value.
[BLACK MEDIUM SQUARE] Population by educational level.
[BLACK MEDIUM SQUARE] Others (optional).
This information shall be compared to the norm for the state and nation, to the extent such information is available.
Applicants shall include an Executive Summary of the overall findings of the community analysis. The Executive Summary shall not exceed two, single-spaced typed pages. Limit type size to no smaller than 11 point if using a computer, or 12 pitch (elite) if using a typewriter.
5. Analysis and discussion of community characteristics.
6. Analysis of library service needs with Executive Summary.
Applicants shall provide an in-depth analysis of the library service needs based on the findings of the Community Library Needs Assessment.
Applicants shall include an Executive Summary describing how the demographic characteristics, and any other factors, will affect the Library Plan of Service. The Executive Summary shall not exceed two, single-spaced typed pages. Limit type size to no smaller than 11 point if using a computer, or 12 pitch (elite) if using a typewriter.
7. Service limitations of existing library facilities with Executive Summary If existing facilities will be replaced or improved, applicants shall describe how the existing facilities are inadequate in providing the types of services needed for residents of the project service area.
Applicants shall describe the limitations and constraints of services provided in the existing public library facilities that will be replaced or improved for categories a-f below. For co-located joint use projects, also provide the information for the school library.
a. Collections.
b. Readers' seating.
c. Staff offices, workstations, and visual supervision.
d. Technology.
e. Meeting rooms.
f. Special purpose (miscellaneous).
Applicants shall provide descriptions of the types of library services that are needed but currently unavailable in the existing public library buildings. For joint-use projects, both co-located and joint venture, also address school library services that are needed but currently unavailable.
Applicants shall provide an Executive Summary which will give a narrative overview of the service limitations of the existing facility based on categories a-f listed above, not to exceed two, single-spaced typed pages. Limit type size to no smaller than 11 point if using a computer, or 12 pitch (elite) if using a typewriter. If more than one existing facility is being replaced or improved, provide a separate summary for each facility. For co-located projects, provide a separate summary of the service limitations of the school library.
8. Physical limitations of existing library facilities with Executive Summary
If existing facilities will be replaced or improved, applicants shall provide an analysis of the physical limitations of existing public library buildings for the following categories. For co-located joint-use projects, if there are existing facilities that will be replaced or improved, also provide an analysis of the physical limitations of the existing school libraries for the same categories
a. Structural.
b. Energy conservation.
c. Health and safety.
d. Disabled access.
e. Acoustics.
f. Space flexibility/expandability.
g. Functional spatial relationships.
h. Site.
i. Any other considerations.
Applicants shall provide an Executive Summary which will give a narrative overview of the physical limitations of the existing library facility based on categories a-i listed above, summarizing how the facility is inadequate, hazardous, ineffective, or inefficient. If more than one existing facility is being replaced or improved, provide a separate summary for each facility. The summary shall not exceed two, single-spaced typed pages. Limit type size to no smaller than 11 point if using a computer, or 12 pitch (elite) if using a typewriter. For co-located projects, provide a separate summary of the physical limitations of the school library.
9. Space Needs Assessment Provide a listing of the assignable square footage allocations needed for the proposed project and an analysis of how they were determined for the following categories:
a. Library Collections
(1) Describe the current status of the library collections and capacity of the proposed building to house the collections in the future.
(2) Discuss collection development and provide justification for the size and types of proposed collections based on demographics, previous as well as anticipated purchasing patterns, verifiable library use statistics, and any standards or guidelines used.
(3) Provide a summary of all projected collections to be housed in the proposed library, including the size, format, category, and subcategory of each collection. Include the volumes per linear foot and assumptions regarding the percentage of collection in circulation.
(4) Provide a chart showing the calculations used to translate each collection subcategory into space needs. Provide the conversion factors used in the calculations such as type of shelving or storage unit, the number of volumes per shelving or storage unit, the number of shelving or storage units needed to house the collection, the number of assignable square feet per shelving or storage unit, and the amount of assignable square footage needed to house the shelving or storage units.
b. Readers' Seats
(1) Describe the number, type, and allocation of all patron seating needed to meet the requirements of the proposed facility.
(2) Identify standards utilized in determining the amount of seating.
(3) Describe the calculations used to translate the various types of readers' seating into space needs, providing the conversion factors used to calculate the required assignable square footage.
c. Technology
(1) Identify and describe the number and types of technology equipment (computers, printers, servers, routers, other computer peripherals, and telecommunications equipment, etc.) and workstations required to support the operation of the proposed facility.
(2) Describe the calculations used to translate the technology equipment needs into space needs, providing the conversion factors used to calculate the assignable square footage needed to accommodate the equipment and workstations.
d. Staff Offices and Workstations
(1) Describe the projected staff organization and provide any standards used in determining the size of the projected staff.
(2) Provide the resulting number of staff workstations (public, office, and workroom) needed to provide the desired service level in the proposed facility, and indicate the proposed allocation of staff workstations.
(3) Describe the calculations used to translate the office and workstation needs into space needs, providing the conversion factors used to calculate the assignable square footage to house the various types of workstations.
e. Meeting Room Requirements
(1) Describe the number and capacity of meeting rooms for the proposed library. Indicate how this space supports the library's plan of service and provide an allocation of the space.
(2) Describe the calculations used to determine the amount of meeting room assignable square footage required, providing conversion factors used to calculate the assignable square footage needed for the various types of meeting room seats.
f. Special Purpose: Miscellaneous Space Needs
(1) Describe any other miscellaneous spaces or equipment that have been identified, indicating their intended use and how they support the library's plan of service and providing an allocation of space.
(2) Describe the calculations used to determine the amount of special purpose assignable square footage required, providing the conversion factors used to calculate the assignable square footage needed for each type of furnishing and equipment or space.
g. Non-Assignable Space
Provide the assumptions made with respect to the percentage of non-assignable square footage as well as the amount of non-assignable square footage.
Cal. Code Regs. Tit. 5, div. 2, ch. 3, art. 2, app 3