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CM Sales Tax Measure Feasibility SurveyAGREEMENT FOR PROFESSIONAL SERVICES FOR CONDUCTING AND ANALYZING A SALES TAX MEASURE FEASIBILITY SURVEY This Agreement is made and entered into this U day of M GtrC" , 2020, by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and GODBE CORPORATION, dba GODBE RESEARCH (hereinafter "CONTRACTOR"). RECITALS WHEREAS, the CITY needs to conduct a survey for the sales tax measure feasibility; and WHEREAS, CONTRACTOR will be working with the City to conduct the sales tax measure feasibility survey. AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: 1. PROJECT COORDINATION. A. CITY'S Project Manager. The City Manager is hereby designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONTRACTOR. Brian Godbe is hereby designated as the PROJECT DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONTRACTOR shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONTRACTOR. CONTRACTOR shall perform the duties and/or provide services described for a 20 -minute survey in CONTRACTOR'S Proposal dated October 23, 2019, attached as Exhibit "1" and incorporated herein. 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as described in Exhibit "1" attached. -- -T n ti.. 4. COMPENSATION. For the full performance of the services -described herein by CONTRACTOR, CITY shall pay CONTRACTOR as described in Exhibit "1" attached, in a total amount not to exceed $29,550.00. Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices submitted by CONTRACTOR. 5. TERM OF AGREEMENT. The term of this Agreement shall be for 6 month(s) commencing on January 1, 2020 and ending on June 30, 2020. Upon mutual agreement of the parties, and subject to the approval of the City Manager the term of this Agreement may be extended for an additional period of up to (1) year. 6. TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) day time period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONTRACTOR and any and all of CONTRACTOR's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONTRACTOR in connection with the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. 8. INSPECTION AND AUDIT. Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONTRACTOR in connection with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate with CITY or its agent in any such audit or inspection. 9. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. 10. INSURANCE. A. Scope of Coverage. During the term of this Agreement, CONTRACTOR shall maintain, at no expense to CITY, the following insurance policies: 1. A conunercial general liability insurance policy in the minunum amount of one mil lion dollars ($1,000,000) per oceunence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence. 3. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occtn-rence/clai n and one million dollars ($1,000,000) aggregate, to cover any claims arising out of the CONTRACTOR's performance of services under this Agreement. Where CONTRACTOR is a professional not required to have a professional license, CITY reserves the right to require CONTRACTOR to provide professional liability insurance pursuant to this section. 4. If it employs any person, CONTRACTOR shall maintain worker's compensation insurance, as required by the State of California, with statutory limits, and employer's liability insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury or disease. ,CONTRACTOR's worker's compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONTRACTOR in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONTRACTOR'S insurance policies shall be "primary and non contributory" with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONTRACTOR'S policies shall be at least as broad as 3 ISO form CG20 0104 13. 3. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. By execution of this Agreement, CONTRACTOR hereby grants to CITY a waiver of any right to subrogation which any insurer of CONTRACTOR may acquire against CITY by virtue of the payment of any loss under such insurance. CONTRACTOR agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minunum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maxhrrurn limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. No representation is made that the minimum Insurance requirements of this agreement are sufficient , to cover the obligations of the CONTRACTOR under this agreement. C. Deductibles and SIR's. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies must be declared to and approved by the PROJECT MANAGER and City Attorney, and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONTRACTOR shall provide to the PROJECT MANAGER or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a frill certified copy of any insurance policy and endorsements from CONTRACTOR. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the City Attorney. 11. INDEMNIFICATION. A. Except as otherwise provided in Paragraph B., CONTRACTOR shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONTRACTOR'S performance of its obligations or conduct of its operations under this Agreement. The CONTRACTOR's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, tine CONTRACTOR's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONTRACTOR's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONTRACTOR's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONTRACTOR'S performance of or operations under this Agreement, CONTRACTOR shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONTRACTOR under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil Code sections 2782, 2782.6 and 2782.8, CONTRACTOR shall indemnify and hold harmless the CITY and its officers, officials, and employees (collectively City Indemnitees) from and against damages, liabilities or costs (including incidental damages. Court costs, reasonable attorney's fees as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in connection therewith and costs of investigation) to the extent they are caused by the negligence, recklessness, or willful misconduct of CONTRACTOR, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable (collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct of such City Indemnitee. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period of time allowed by law. 12. NONDISCRIMINATION. CONTRACTOR shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 13. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONTRACTOR shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 14. NO THIRD PARTY BENEFICIARIES. CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terns and conditions of this Agreement, to the other party. 15. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Set -vice. Notice shall be given as follows: TO CITY's Project Manager: TO CONTRACTOR's Project Director 16. INDEPENDENT CONTRACTOR. City Manager, Jun Schutz City of San Rafael 1400 Fifth Avenue San Rafael, CA 94901 Brian Godbe Godbe Research 1220 Howard Avenue Suite 250 Burlingame, CA 94010 For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 17. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONTRACTOR and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONTRACTOR and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 18. SET-OFF AGAINST DEBTS. CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR under this Agreement, any monies which CONTRACTOR owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 19. WAIVERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either party of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver ofany preceding breach or violation by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 20. COSTS AND ATTORNEY'S FEES. The prevailing party hi any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 21. CITY BUSINESS LICENSE / OTHER TAXES. CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code CONTRACTOR shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONTRACTOR has provided CITY with a completed Internal Revenue Sei vice Form W-9 (Request for Taxpayer Identification Number and Certification). 22. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled, and shall apply to both Parties' respective successors and assigns. 23. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. 24. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL X"'Ej .11"TZ, TZ, City ai ger ATTEST: LINDSAY LARA, City Clerk CONTRACTOR [if Contractor is a corporation, add signature of second corporate officer] APPROVED AS TO FORM: ROBERT F. EPSTEIN, C ty Attorney By: Nat Title: C �d GODBE RESEARCH 7AX MEASURE FEAVIERM7Y Gain Insight SURVEY RAF,gF Presented to the City of San Rafael L October 23 2019 2 C`/TY t �' I T H Exhibit 1 City of San Rafael ABOUT GO®BE RESEARCH Firm Prof& Legal Name & Corporate Address of Company Godbe Corporation — dba: Godbe Research 1575 Old Bayshore Highway Suite 102 Burlingame, CA 94010 p. 650-288-3020 (main) f. 650-288-3003 (main) w. www.godberesearch.com Year Founded Godbe Research was founded in January of 1990 and has been in business continually since our founding providing superior quality research services to local, regional, and state agencies throughout California and the western United States. Legal Form of Company Godbe Research is a corporation and is in good standing with the California Secretary of State. Godbe Research has never declared bankruptcy, has never been a defendant in any litigation or arbitration, nor we have never defaulted in the performance of a contract during the history of the firm. Corporate and Project Office: Godbe Research maintains three offices, including our corporate office in Burlingame, CA; as well as project offices in Bellevue, WA and Reno, NV. Any work for the City of San Rafael (San Rafael or City) will be performed from our Bay Area based Burlingame office from which our project manager, Bryan Godbe (President), is based. Number of Employees Godbe Research has a total of six (6) employees. Four employees work from our Burlingame office, and we have one employee each in our Reno, NV and Bellevue, WA offices. Services Provided Godbe Research is a full-service public opinion research, voter polling, and public policy research agency. We offer expertise in all accepted quantitative (telephone, Internet, mail and intercept) and qualitative (focus groups, one-on-one interviews, triads) research methodologies, as well as hybrid studies (more than one methodology) and research consulting. Godbe Research does not provide political consulting, financial advisory, legal, political consulting, education and outreach, financial or underwriting, or other services that could be in conflict of interest with our public opinion research and voter polling services by having future project dollars tied to the results and recommendations from our studies. Additional Information Formed in 1990, Godbe Research is a California Office of Small Business and DVBE Certification and Santa Clara Valley Transportation Authority (VTA) certified Small Business Enterprise (SBE) and is an equal opportunity employer. Firm Experienr.P Godbe Research, a State of California registered small business enterprise (SBE), was founded in January of 1990. The firm is a full-service public opinion research agency that Proposal to Cond, Godbe Research offers its clients extensive experience in public opinion research for ballot and revenue measure feasibility, candidate and campaign strategies, strategic and general planning efforts, development and annexation issues, community visioning processes, community needs assessments, public education and outreach strategies, public sector marketing efforts, community and business satisfaction, and other customized client needs. Our fully staffed offices in Burlingame, CA (Corporate/ California), Reno, NV (Southwest), and Bellevue, WA (Northwest), house a staff of highly trained and experienced researchers, and a commitment to providing superior quality research and client services. The firm has been employed by public and private sector clients throughout the United States and internationally. The combined expertise of the Godbe Research team spans more than 60 years in the field of public opinion research. The Team consists of the President and Principal Researcher (Bryan Godbe), Vice President (Charles Hester), and a staff of Senior Research Managers, Senior Statistical Analysts, and Research Analysts. Each team member has the education and experience commensurate with their position at Godbe Research, and the team regularly teaches, authors, and speaks in the field of public opinion research. In short, you will not find a more experienced and educated team in public opinion research. Godbe Research has conducted more than 2,800 research projects for local government agencies since our founding in 1990. In fact, we have specific experience with voter polling more than 400 successful California local government revenue measure processes (more than $48 billion in funding), including general obligation bonds, sales taxes, parcel taxes, utility users taxes (UUT), transient occupancy taxes (TOT), real property transfer taxes (RPTT), business license taxes (BLT), and other funding mechanisms in general, special, and all mail ballot election cycles. Moreover, given our approach to revenue measure feasibility and community priorities, we never push a client towards an outcome not warranted by our voter polling. Thus, the cumulative win rate for our clients during our 29 years as a firm is 93% for those clients who we have recommended moving forward with a revenue measure and our accuracy rate for November 2018 was 97% (30 out of 31). In terms of voter and other public opinion research studies to specifically address revenue measure feasibility and/or community priorities for California public sector agencies, Godbe Research has conducted recent (since 2008) polling projects leading to successful outcomes for the clients such as the City of Santa Rosa (2018 sales tax), City of Morgan Hill (2018 TOT & BLT), City of Hayward (2018 RPTT, 2016 & 2009 UUT's and 2014 sales tax), City of Albany (2018 sales tax & parcel tax, 2012 sales tax, and 2009 bond), City of San Rafael (2016, 2010 & 2006 parcel taxes, and 2013 & 2005 sales taxes), City of EI Cerrito (2018 RPTT, 2014, 2010 & 2008 sales taxes and 2004 UUT), City of Roseville (2018 sales tax), City of Grover Beach (2018 TOT and BLT), City of Santa Maria (2018 & 2012 sales tax), Town of Los Gatos (2018 sales tax and 2016 TOT), City of Hayward (2018 RPTT, 2016 & 2009 UUT's and 2014 sales tax), City of Lodi (2018 sales tax), City of Belmont (2018 TOT and 2016 sales tax), City of Campbell (2018 bond, 2017 BLT, 2010 TOT & BLT and 2008 sales tax), City of Newark (2016 & 2012 sales taxes), City of Pleasant Hill (2016 sales tax), City of San Leandro (2016 BLT & Cannabis tax and 2014 sales tax), City of Fairfield (2016 sales tax), City of Novato (2015 & 2010 sales taxes and 2006 bond), City of Burlingame (2017 sales tax), City of San Mateo (2015 sales tax), City of Salinas (2014 & 2012 sales taxes and 2014 UUT), City of Concord (2014 & 2010 sales taxes), City of Richmond (2014 sales tax), City of Cupertino (2011 sales tax and 2010 UUT), Town of Corte Madera (2013 sales tax), Town of Moraga (2012 sales tax), and dozens of others. We are also currently working with or have recently worked with clients such as the Town of Moraga, City of Union City, City of Menlo Park, City of Los Altos, City of Belmont, City of San Leandro, City of Watsonville, City of Grover Beach, and others on revenue measure/voter polling for election cycles in 2020 and beyond. Proposal to Conduct Godbe Research Page 2 City of San Rafael Specific to polling for revenue measures for clients within Marin County and specifically in San Rafael, our experience is unmatched. Aside from our previous work for San Rafael and other Marin County cities listed above (underlined), Godbe Research has been the pollster for successful revenue measures for clients such as the Transportation Authority of Marin, Marin County Free Library, College of Marin, Marin County Parks and Open Space, County of Marin (Measure A transportation sales tax), Sonoma Marin Area Rail Transit District, San Rafael City Schools, Reed Union High School District, Ross Valley School District, Larkspur Corte Madera School District, Kentfield Elementary School District, Tamalpais Union High School District, Novato Unified School District, and others. Finally, we have also recently conducted voter polling on revenue measure feasibility for other Marin County clients such as Marin County Fire, MarinKids/ Marin Strong Start, Marin Agricultural Land Trust, Tamalpais Union High School District, and others. As an organization, Godbe Research is a small business (less than 10 employees) and we manage our commitments wisely. This means managing our project load so that our President or Vice President can be directly involved in each project we conduct at the project management or project advisor level. Similarly, we do not take on so many projects that we need to move team members or remove team members from current projects. Thus, Godbe Research is committed to allocating the team members, including having Bryan Godbe act as project manager, for the duration of this specific survey of registered voters for the City of San Rafael similar to past engagements with the City. Below is a diagram of the general research process we undertake as part of our quantitative survey programs, including revenue measure feasibility surveys. While each of our studies is highly customized based on our client's needs, we follow this process for each of our quantitative (and a similar process for qualitative) studies. We are here with you throughout the process and even after the overall survey process has been completed, as we understand that the survey results could be used to information education and outreach, revenue measure planning, and other related processes that could take an additional three to twelve months (or more) to culminate with a measure being placed on the ballot. Post -Project 10 Kick Off Support Presentation Review of Findings Existing Data Analysis Draft & Reporting Questionnaire It Field Develop Survey Sample Design Translate, Pretest & CATI Proposal to CondLICt the 2019 City Satisfaction Survey Godbe Research Page 3 City'of San Rafael PROPOSE® PIROJ EC4 VV0 R� PLAi11 Godbe Research is a recognized leader in conducting quantitative and qualitative research for cities, counties, park and recreation districts, school districts, and other California local government agencies. Our firm believes that any project's success depends on recognizing the individual and unique research objectives of each client and then customizing a project work plan to address those specific needs. To this end, Godbe Research has crafted the following work plan for San Rafael to illustrate the types of considerations that go into each of our research projects. Research Objectives Before beginning any public opinion research project, Godbe Research spends significant time reviewing each client's research objectives to choose the most appropriate research design. Based on our understanding of the project from information obtained from San Rafael, as well as our work on previous revenue measure feasibility surveys for the City, Godbe Research understands that San Rafael has several objectives, the most important of which likely include: ✓ evaluating the funding priorities of voters in the City of San Rafael regarding publicly provided services and infrastructure; ✓ determining baseline and informed support for a potential future sales tax measure in the City among registered voters; ✓ evaluating the November 2020 election cycle as the preferred election cycle for the City; V determining and ranking the features of the potential future sales tax measure to fund the replacement of the City's seawall; ✓ examining the impact of various statements on voters' support for the potential future sales tax measure (arguments "for" and "against" the measure), ✓ identifying a tax rate that is palatable to San Rafael voters, if any, for the potential future sales tax measure; ✓ determining the impact of any other potential revenue measures from agencies that share the same boundaries as the City (if any), and; ✓ collecting demographic information on City voters not already contained in the voter file for later education and outreach to voters and the San Rafael community in general. Proposed Scone of Werk Based on a recommended hybrid Internet and telephone survey methodology, Godbe Research has crafted the following proposed scope of work for San Rafael to illustrate the types of considerations that go into each of our voter polling studies. While each of our projects is customized to the needs of our clients, there is a proven process in conducting voter surveys to address revenue measure feasibility. Accordingly, specific services for this sales tax measure feasibility survey of registered voters in the City of San Rafael are thus envisioned to include: Proposal to Conduct the 2019 City Satisfaction Survey Godbe Research Page 4 City of San Rafael ➢ Conducting an in-person kick-off meeting with San Rafael and the development of a final project work plan and timeline for the sales tax measure feasibility survey, based on City needs and input. ➢ Attending additional meetings and conference calls, as needed, to discuss the research objectives, questionnaire and sampling design, and other aspects of the sales tax measure feasibility survey in detail. ➢ Designing and refining a survey instrument of approximately 15 to 20 -minutes in length for the sales tax measure feasibility survey and formatting the survey instrument for both the Internet and telephone based on a hybrid survey methodology. The survey instrument will be designed through an iterative process with the City, with multiple points for input, review, and approval prior to fielding the survey. ❖ Please note that previous revenue measure feasibility surveys conducted for the City by Godbe Research have been in the 15 to 18 -minute range. ➢ Programming, refining, and testing the Internet version of the survey instrument using our Internet survey software package. This will be done by our team of IT and programming experts. 'r CATI programming the survey version of the survey instrument for efficient and accurate data collection, and training telephone interviewing personnel on the questionnaire and interviewing protocol. ❖ For our telephone interviewing projects, Godbe Research uses only live interviewers who have been trained on the survey questionnaire and who are located in the western United States. ➢ Pre -testing the survey instrument in both modalities to ensure that the questions and response codes are understandable to respondents, and to ensure that the survey length coincides with the budgeted survey length for the project. ➢ Development of a recruitment email (email to Internet) and text (text to Internet) for the Internet version of the survey and working with the City so that Godbe Research can send recruitment emails and texts to registered voters with known email addresses and cell phone numbers in the voter file, respectively. The use of the voter file also allows us to ensure that a given respondent to the survey, in any format, is an actual voter residing within the boundaries of the City of San Rafael and is likely to vote in November 2020 given that the voter file is tied to a specific voter and physical address located within the City and voting propensity is a variable that we use to stratify our sample. ❖ It is also possible to match any internal email lists the City has compiled (e.g. communications lists, park and recreation lists, etc.) to the voter file, so that we can include additional voter contact information such as email address and/or cell phone, based on a match of first name, last name, and physical address. Having said this, all identifying information for any City provided list and voter file list will be redacted and not included in our analysis and reporting. ❖ As a final note, the recruitment email will come from the City's recognizable t&cityofsanrafael.org email domain for familiarity as well as to ensure voters that the recruitment email is not spam or malware. The email and text should also be signed by the City Manager or Finance Proposal to Conduct the 2019 Godbe Research Director to convey the importance of the study to the City among voters in our sampling frame. ➢ Development of a stratified and clustered listed sample of City of San Rafael voters likely to vote in the November 2020 election cycle as the cycle of interest and opportunity to the City for a potential future sales tax measure. The November 2020 election cycles also coincides with City Council elections, which provides the City with a general tax opportunity. ❖ The sample will be primarily constructed using email addresses (email to Internet) and cell phones (text to Internet) from the voter file, as the Internet modality will be conducted first in the hybrid survey process. Once we have developed the Internet sample, the rest of the sample will be de -duplicated by matching names, addresses, and phone numbers from Internet survey respondents to those in the voter file. We will also remove any voter from the telephone survey sample who previously completed the survey via the Internet. As a final measure, we will ask telephone survey respondents in that sample if they have already completed the survey via the Internet and will remove those voters from the survey process through a screening question. ❖ For review, we have identified that there are a total of approximately 31,616 registered voters in the City of San Rafael. Within the voter file, we have known email addresses for approximately 12,746 total voters or a healthy 40% of the total voting electorate in the City. We also have cell phone numbers for approximately 9,138 San Rafael voters or roughly 29% of City voters. For comparison, we also have landline telephone numbers for roughly 11,973 City voters or 38% of the voting electorate. For the November 2020 election cycle, we have a similar percentage of email addresses, cell phone numbers, and landline telephone numbers. ➢ Conducting approximate 15 to 20 -minute Internet and telephone interviews with approximately 500 (n=500) total San Rafael voters according to a strict interviewing protocol and our approved sampling design. A sample size of 500 will provide for a margin of error of no greater than +/-4.4% at the 95% confidence level, when looking at all City voters, including voters in the November 2020 election cycle of interest and opportunity to the City of San Rafael. ❖ For reference, previous revenue measures feasibility surveys conducted for the City have ranged in sample size from 400 to 600 interviews, based on the research objectives for each specific study. Merging the Internet and telephone data files, as well as processing and weighting the data to adjust for population distribution and strategic oversampling, as needed to reflect the likely voter population of San Rafael for the election cycles of interest to the City, including November 2020. ➢ Developing a topline report of aggregate findings for the City of San Rafael as the first reporting deliverable in the sales tax measure feasibility survey process. ❖ We will also collectively meet with the City to review the topline/aggregate survey results, which will help us craft our more detailed reporting to be of maximum value to the City. Proposal to Conduct the 2019 City Satisfaction Su, t , Godbe Research City of San Rafael ➢ Analyzing the data from the sales tax measure feasibility survey and producing a report of findings, conclusions, and recommendations for the City of San Rafael. Our reports typically contain a methodology discussion, key findings and conclusions, appropriate analysis (including graphics) for the measure being tested, a complete set of crosstabulations, and a copy of the survey questionnaire (in all languages administered). ❖ In addition, the City will receive several value-added modules, unique to Godbe Research, including: a feasibility analysis on whether the City is advised to move forward with a measure or if a longer education and outreach program is needed before hand; a ballot question wording recommendation based on the benefit rankings from the survey; an election timing module looking at the November 2020 election cycle of interest to the City; a tax threshold module looking at the tax rates tested in the survey and how they are impacted by the potential duration of the measure, and; a profile of support and opposition. Presenting the results and recommendations from the sales tax measure feasibility survey to the San Rafael City Council. ❖ The length and content of the presentation will be based on City needs. ➢ Post -survey consulting on the results and recommendations from the sales tax measure feasibility survey throughout the range of planning, outreach, and other activities, as need by City of San Rafael (ongoing/no additional charge). Proposal to Conduct the 2019 City Satisfaction Survey Godbe Research City of San Rafael PROJECT SCHEDULE ®USCUSSOON Hroject Meetings Based on our typical project approach, Godbe Research expects numerous in-person and conference call meetings with the City of San Rafael during the sales tax measure feasibility survey process. This will likely include an in-person meeting to kick off the project, an in-person meeting or conference call meeting(s) to review the draft questionnaire, a conference call or in-person meeting for the topline report, a conference call to discuss the draft report, and an in-person presentation of findings to the City. Project Timeline Because of our experience in conducting similar surveys for a wide variety of local government agency clients, Godbe Research generally prefers to conduct a hybrid survey processes over about an eight-week time frame. However, preliminary results can be made available sooner, if required. Below is a general timeline that reflects major project milestones and tasks in number of days. A formal timeline will be provided a few days after the project kick off meeting, where we can discuss scheduling needs and meeting dates in greater detail. Finally, please note San Rafael meetings (e.g. project kick off meeting) and tasks (e.g. questionnaire review) have been italicized for easy review below. Sale Tax Measure Survey Tasks Approx. Time Survey Kick -Off Meeting w/ San Rafael 1 Day (1 to 2 hours) Review of Previous Surveys and Data 2 to 3 Days Questionnaire Drafting and Refinement 8 to 10 Days Sample Development and Matching 3 to 5 Days (concurrent with questionnaire drafting) Meeting to Review Draft Survey w/ the City 1 Day (1 to 2 hours) Questionnaire Revisions (as needed) 3 to 5 Days Survey Pretest 1 Day Programming and Testing of Internet Version 3 to 4 Days CATI Programming of Telephone Version 2 Days (concurrent with Internet programing) Data Collection / Interviewing 7 to 9 Days (ideally two full weekends) Initial Data Processing 2 to 3 Days Topline Report Meeting/Discussion w/ San Rafael 1 Day (1 to 2 hours) Survey Analysis and Reporting 12 to 15 Days Report Changes (if needed) 2 to 3 Days Proposal to Conduct the 2019 City Satisfactic . __.. Godhe Research City of San Rafael Presentation of Survey Findings to the City Post -Survey Consulting on Results and Recommendations with San Rafael Proposal to Conduct the 2019 City Satisfaction Survey Godbe Research After Final Report Delivery to City Ongoing/As Needed Page 9 City'of San Rafael PROJECT MANAGER Reliable voter polling results depend on having a firm that understands the complexities and nuances of survey research design, including likely sampling theory of voters, questionnaire design, weighting schemes, and multivariate data analysis. Indeed, although it can appear easy to conduct a local survey of voters, it is in fact very difficult to design and conduct a survey where the resulting data are reliable measures of the opinions and behaviors one intends to measure, and the data can be accurately projected to the larger population of interest, in this case registered voters in the City of San Rafael. The team at Godbe Research is comprised of recognized experts in survey research design and implementation, and for this project we will assign one of our most experienced team members with the ability to add more should the need arise. For example, our project manager for this project, Bryan Godbe (President) or has designed and conducted over 200 voter survey research projects in the past three years alone, including all of our Marin County voter surveys related to ballot and revenue measure feasibility. Bryan Godbe, M.A. President and Principal Researcher Founder of Godbe Research, Mr. Godbe has over 20 years of experience in public opinion research, public relations and government affairs. In this capacity, he has conducted public opinion and market research projects at the national, state, and local levels including projects for the Cities of Portland (Oregon), Tacoma (Washington), Henderson (Nevada), San Francisco, San Diego, Los Angeles, Sacramento, and San Jose (California). Mr. Godbe received a Silver Anvil Award from the Public Relations Society of America for the development and implementation of an outstanding government affairs program on behalf of the Contra Costa Water District. This program was based on Mr. Godbe's extensive research including baseline research, focus groups and three tracking polls. In addition, Mr. Godbe has been the project manager on recent voter and other public opinion survey projects for clients such San Rafael City Schools, County of Marin/Marin Fire, Reed Union School District, City of Novato, Tamalpais Union High School District, Transportation Authority of Marin, and others. Bryan has also been the project manager for several successful sales tax and parcel tax measures for the City of San Rafael going back to 2005. Prior to founding the firm, Mr. Godbe was Vice President of Research at a California based public relations firm. Mr. Godbe also previously served as the Senior Research Consultant at the Center for the Study of Los Angeles, at Loyola-Marymount University. He has a Master's Degree from the University of Michigan where he studied survey research methodology at the Institute for Social Research; and a B.A. degree from the University of California, Berkeley. Proposal to Conduct the 2019 City Satisfaction Survey Godbe Research Page 10 City of San Rafael PROJECT COST OPTUONS Godbe Research takes great pride in delivering reliable and practical opinion research projects 'on time and on budget'. In doing so, we prefer to provide a firm, fixed fee format for our proposals. This is because we do not believe in assigning arbitrary hours and rarely do projects (even highly similar in nature) take the same amount of time or resources. Thus, we feel that firm and fixed -fee pricing represents the best value to our clients by pricing our survey projects based on the three most important parameters in any surrey process: sample size/number of completed interviews; survey length in number of minutes, and; languages in which the survey is administered. Based on our understanding of the needs of this specific sales tax measure feasibility survey for the City of San Rafael, Godbe Research has provided costs to conduct a 15, 18 or 20 -minute survey comprised of approximately 500 (n=500) total San Rafael voters likely to vote in the November 2020 election cycle of interest and opportunity to the City. The survey will be developed using a hybrid Internet and telephone survey methodology approach, with the Internet modality conducted first, followed-up shortly thereafter by the telephone modality. The prices below reflect the all-inclusive costs to complete the survey project — the overall cost will not exceed those shown below, provided that parameters (e.g. hybrid survey methodology, survey length, sample size, etc.) of the project conform to those outlined in this proposal. Should project parameters or City of San Rafael needs change, we will be happy to provide amended costs prior to proceeding. Hybrid Internet and Telephone Survey of 500 (n=500) San Rafael Voters Project Task Listed Voter Telephone Sample Listed Voter Email Sample Third -Party Email/Cell Phone Matching CATI Programming Telephone Version Internet Version Programming and Testing Internet Survey Recruitment/Hosting Telephone Interviewing Data Processing and File Merge Research Fee Project Management Misc./Travel Expenses Sales Tax Survey Total Proposal to Conduct the 2019 City Satisfaction Survey Godbe Research 15 -min. 18 -min. 20 -min. $800.00 $800.00 $800.00 $500.00 $500.00 $500.00 $600.00 $600.00 $600.00 $1,125.00 $1,350.00 $1,500.00 $4,000.00 $4,250.00 $4,500.00 $500.00 $500.00 $500.00 $7,600.00 $8,800.00 $10,000.00 $900.00 $900.00 $900.00 $7,500.00 $7,500.00 $7,500.00 $2,500.00 $2,500.00 $2,500.00 250.00 $250.00 $250.00 $26,275.00 $27,950.00 $29,550.00 Page 11 Al GODBE RESEARCH Gain Insight GODBE RESEARCH www.godberesearch.com California/Corporate Office 1575 Old Bayshore Highway Suite 102 Burlingame CA 94010 Southwest/Reno Office 59 Damonte Ranch Parkway Suite B-309 Reno NV 89521 Seattle Northwest Office 60"1 108'x' Avenue NE Suite 1900 Bellevue, WA 98004 CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: City Manager's Office Project Manager: Jim Schutz Extension: Contractor Name: Godbe Research Contractor's Contact: Brian Godbe Contact's Email: cwhester@godberesearch.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT _ DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor Click here to ❑ enter a date. b. Email contract (in Word) and attachments to City 2/18/2020 Attorney c/o Laraine.Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement 2/20/2020 N LG and return to Project Manager 2/20/2020 N LG b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor Approval of final agreement form to send to 2/20/2020 N LO 3 Department Director contractor _ Forward three (3) originals of final agreement to 4 Project Manager 2/20/2020 N contractor for their signature When necessary, contractor -signed agreement f N N/A 5 Project Manager agendized for City Council approval * *City Council approval required for Professional Services ❑ Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 Click here to Date of City Council approval enter a date. PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City 3/5/2020 LQ City Attorney Attorney with printed copy of this routing form 7 Review and approve hard copy of signed agreement Review and approve insurance in PINS, and bonds 8 City Attorney (for Public Works Contracts) -315)2D2V 9 City Manager/ Mayor Agreement executed by City Council authorized 3-6 - Zd official 10 City Clerk Attest signatures, retains original agreement and 3' q forwards copies to Project Manager W -�