HomeMy WebLinkAboutLib Revenue Measure Feasability SurveyAGREEMENT FOR PROFESSIONAL SERVICES
FOR CONDUCTING A REVENUE MEASURE FEASIBILITY SURVEY
FOR THE NEW LIBRARY PROJECT
This Agreement is made and entered into this day of
202g,by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and ODBE
CORPORATION dba GODBE RESEARCH (hereinafter "CONTRACTOR").
RECITALS
WHEREAS, CITY operates the San Rafael Public Library ("LIBRARY");
and
WHEREAS, CITY has a need for a revenue measure feasibility survey in connection
with the New Library Project; and
WHEREAS, CONTRACTOR has the expertise required to provide a revenue
measure feasibility survey and is willing to do so on the terms and conditions set forth in this
Agreement;
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
PROJECT COORDINATION.
A. CITY'S Project Manager. The Assistant Library and Recreation Director/City
Librarian 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. Bryan 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 in the
"Proposed Survey Work Plan" contained in CONTRACTOR's proposal dated October 5,
2021, marked Exhibit "A" attached hereto and incorporated herein by this reference. The
length of the survey to be conducted by CONTRACTOR shall be as directed by CITY.
3. DUTIES OF CITY
CITY shall pay the compensation as provided in Paragraph 4, and shall otherwise
cooperate as necessary for the pprfnrmance of CONTRACTOR's services described
herein
4. COMPENSATION
For the full performance of the services described herein by CONTRACTOR, CITY
shall pay CONTRACTOR as follows:
CITY shall pay CONTRACTOR as set forth in the "Project Cost Options" section set forth in
Exhibit "A The total payment made for any individual work task will not exceed the amounts
shown in Exhibit "A". The total contract amount shall not exceed $35,300, including costs
and expenses.
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 (12) months commencing on the date of this
Agreement. Upon mutual written 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
six (6) months.
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.
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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 commercial general liability insurance policy in the minimum amount
of one million dollars ($1,000.000) per occurrence/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 occurrence/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 noncontributory" 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 ISO form CG20 01 04 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 minimum 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 maximum 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 full 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, the 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 subcontractors, 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 terms and
conditions of this Agreement, to the other party -
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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 I Jnited 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
Service Notice shall be given as follows:
TO CITY's Project Manager:
Department of Library & Recreation
Attn' Henry Bankhead Project Manager
City of San Rafael
1400 Fifth Avenue
San Rafael, CA 94915-1560
TO CONTRACTOR's Project Director.
Godbe Research
Attn. Bryan Godbe
California/Corporate Offices
1220 Howard Avenue
Suite 250
Burlingame, CA 94010
16. INDEPENDENT CONTRACTOR
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 of any 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 in 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 Service 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 Califomia shall govem 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
NL5�
JIM CHU Z, City M ag r
ATTEST.
,g,/V
.ftf LINDSAY LARA, City Clerk
APPROVED AS TO FORM
��- 0, -d�k-
ROBERT F. EPSTEIN Ci y Attorney
CONTRACTOR
By
Nai
Titl
[If CONTRACTOR is a corporation. add
signature of second corporate officer]
Title LV -0
PROPOSAL TO CONDUCT A SURVEY
OF REOOSTERE® VOTERS
Presented to the City of San Rafael
GODBE RESEARCH October 5, 2021
Gain Insight
Exhibit A
City of San Rafael
BACKGROUND AND EXPERREM
Godbe Research Background
Legal Name & Corporate Address of Company
Godbe Corporation -- dba: Godbe Research
1220 Howard Avenue
Suite 250
Burlingame, CA 94010
p. 650-288-3020 (main)
f. 866-388-8501 (main)
w. www.aodberesearch.com
Year Founded
Godbe Research was founded in January of 1990 in the City of Half Moon Bay,
California. We are currently headquartered in the City of Burlingame, California
Legal Form of Company
Godbe Research is a California 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 criminal or civil litigation or arbitration, and has never defaulted in the
performance of a contract. Finally, Godbe Research is not a subsidiary of any 'parent
company'.
Corporate and Project Office:
Godbe Research maintains three offices, including our corporate office in Burlingame,
CA; as well as project offices in Reno, NV and Bellevue, WA. All work for the City of San
Rafael (San Rafael or City) under this proposal will be performed from our regionally
available Burlingame office, from which our project manager, Bryan Godbe, is based.
Services Provided
Godbe Research is a full-service market and public opinion research firm. We have
extensive experience in all accepted quantitative (telephone surveys, mail surveys,
Internet surveys, intercept surveys) and qualitative (focus groups, one-on-one interviews,
triads) research methodologies, as well as in hybrid studies involving more than more
methodology, and in the analysis of secondary research.
Godbe Research does not provide political consulting, financial advisory, bond counsel,
or underwriting services that would seem to be a conflict of interest with the community
priorities or revenue measure feasibility surveys we specialize in by having future project
dollars tied to the results and recommendations from our studies.
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.
Conflict of Interest Statement
Godbe Research does not currently have any current or potential clients that could be a
perceived or actual conflict of interest in working with the City of San Rafael on this
registered voter survey process.
Proposal to Conduce a Re— iue Measure Feasio -y
Godbe Research
City of San Rafael
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.
Godbe Research Experience
Godbe Research, a State of California certified small business enterprise (SBE), was
founded in January of 1990. The firm is a full-service public opinion research agency that
offers its clients extensive experience in market and other public opinion research to help
inform and support strategic and general planning efforts, community and departmental
satisfaction, community needs assessments, public education and outreach strategies,
ballot and revenue measure feasibility, public sector marketing efforts, user satisfaction
and latent market segmentation, public policy decision making, and other customized
client needs. Our offices in Burlingame, CA (California/Corporate), Bellevue, WA
(Northwest), and Reno, NV (Southwest) 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 western
United States, and specifically in California where the firm is based. The combined
expertise of the Godbe Research team spans almost 60 years in the field of public
opinion research. The Godbe Research Team consists of the President (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 survey research. In short, you will not find a
more experienced and educated team in public opinion research.
Since our founding in 1990, Godbe Research has conducted almost 3,000 public -sector
quantitative and qualitative research studies on a variety of topics, including
resident/community satisfaction, ballot/revenue measure feasibility, evaluation of specific
public policy issues, community needs assessment and others. In fact, Godbe Research
has recently conducted (or is in the process of conducting) registered voter surveys or
other public policy surveys for library clients such as the Marin County Free Library, North
County Library Authority (Los Altos/Los Altos Hills), Stanislaus County Library, City of
Stockton Public Library, City of Hayward Public Library, Sonoma County Library, Nevada
County Library, San Jose Public Library, Santa Clara Public Library, King County Library
System (WA), Pacifica Library Foundation, Butte County Library, City of Palo Alto Public
Library, City of Half Moon Bay Public Library, and others. Our research projects for these
clients have included studies to address revenue measure feasibility and evaluating of
funding priorities, strategic planning, evaluation of specific services and facilities,
customer and user satisfaction research, market segmentation and sizing, assessment of
library signage and way finding, and evaluation of staff training and staff satisfaction.
In addition to our experience with revenue measure feasibility surveys and other research
studies for public libraries throughout California, we also have extensive experience
specifically in the San Rafael community and in Marin County in general. We are
currently working with or have recently worked with clients such as the San Rafael City
Schools, Marin Promise Partnership, Marin County Free Library, City of Novato, City of
Belvedere, Marin Agricultural Land Trust, Novato Unified School District, Larkspur -Corte
Madera School District, and others on revenue measure feasibility surveys leading to
successful measures or measures on the ballot in upcoming election cycles.
As an organization, Godbe Research is a small business (less than 10 employees) and
thus we must manage our commitments wisely. This means managing our project level
so that our President or Vice President can be directly involved in each project we
Proposal to Conduct a Revenue Measure Feasibility Survey
Godbe Research Page 2
conduct at the project manager level. Similarly, we do not take on so many projects that
we need to juggle team members or remove team members from current projects.
Accordingly, we are committed to having Bryan Godbe (President) act as project
manager for the voter opinion research study for the City of San Rafael.
Below is a diagram of the general research process we undertake as part of our typical
voter polling studies, including revenue measure feasibility. 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. Godbe Research is here with
you throughout the process and even after the survey has been completed as we
understand that our voter polling can feed into ballot measure strategic planning, public
education and outreach, and other activities that can take an additional three to eighteen
months to culminate once the voter polling portion has been completed.
Post -Project 111110
Support
if
Presentation
of Findings
0
Analysis
8 Reporting
Kick Off
Review
Existing Data
4
Draft
Questionnaire
Field Develop
Survey Translate. Sample Design
Pretest M
& CATI
Proposal to Conduct a Revenue Measure Feasibility Survey
Godbe Research Page 3
City of San Rafael
PROPOSED SURVEY ?qO R;� FLAX
Godbe Research is a recognized leader in conducting public opinion research and voter
polling for libraries, cities, counties, special districts, and other public -sector clients
throughout California and the western United States. We strongly believe that any
research project's success depends on recognizing the individual and unique needs of
each of our clients, then customizing a research plan to address these specific needs.
Accordingly, we have put together the following recommended work plan to address the
research needs of the City of San Rafael to indicate the types of considerations that are
involved in each of our research studies.
Research Objectives
Before beginning any research project, Godbe Research spends considerable time
reviewing each client's specific research objectives to choose the most appropriate
research design. Based on our preliminary understanding of the needs of the City of San
Rafael, Godbe Research understands there are likely several important objectives to be
addressed by this current study. The most important of these objectives likely include:
✓ evaluating the needs of the San Rafael community in terms of library facilities
and services;
✓ determining the importance of library facilities and services vis-a-vis other
publicly provided services and facilities in the San Rafael community;
✓ evaluating the feasibility of a potential revenue measure to fund City Library
facilities and services, using a split sample design;
✓ evaluating election cycles of interest and opportunity to the City for a potential
future revenue measure, including November 2022;
✓ collecting demographic information on voters in the San Rafael community not
already contained in the voter file to ensure the survey results are reflective of
City of San Rafael registered voters,
✓ other research objectives to be refined between San Rafael and Godbe
Research.
Methodology and Sampling Discussion
For this specific revenue measure feasibility survey, it is our recommendation to conduct
a hybrid Internet and telephone survey of voters to help increase response rates in
general as well as among voter demographic subgroups to the City. Godbe Research
pioneered this process in early -2013 for our clients to acknowledge and counteract
declining response rates for telephone -only surveys in general and among various voter
demographic subgroups, as well as to leverage a variety of response technologies to
make the survey process as inclusive as possible. In fact, the City of San Rafael was our
first client to adopt the hybrid survey process for its resident satisfaction survey program.
Some of our other clients who have used a successful similar hybrid methodology include
the Sonoma County Library, Marin County Free Library, City of Novato, San Rafael City
Schools, Novato Unified School District, Transportation Authority of Marin, City of
Burlingame, City of Millbrae, and others. In addition, for clients who have also used
telephone -only surveys in the past five or six years, we have been able to increase our
overall sample size as well as response rates among key voter subgroups who have
been a challenge to reach in past surveys using a telephone -only methodology.
Proposal to Conduct a Revenue Measure Feasibility Survey
Godbe Research
City of San Rafael
Accordingly, we are recommending a similar hybrid quantitative survey using an Internet
survey as our primary data collection method and email and text to Internet recruitment.
We will then supplement the Internet survey with a telephone survey methodology, after a
review of Internet survey respondent demographics where we can identify and account
for potential demographic sub -groups that might not respond adequately to the Internet
version of the survey. The sample for all interviews will come directly from the State
Voter File and Marin County Registrar of Voters, where we have self-reported phone
numbers as well as email addresses, and we know that a given voter respondent lives
specifically in the City of San Rafael. Our hybrid methodological approach then will cost
effectively allow us to collect data from voters in the San Rafael community based on
how potential respondents prefer to interact with various survey response technologies in
order to maximize our sample size and statistical validity for the survey, not to mention
demographic and geographic representation of voters.
Finally, for the telephone modality portion of the overall survey, we will also make sure to
include 'cell phone only' voter households, given that we can identify cell phone
exchanges within the voter sample by their prefix. Thus, by using this approach, we will
have the most inclusive survey process possible, while still allowing only voters in the
City of San Rafael to participate in the revenue measure feasibility survey process.
Proposed Scope of Work
Below, Godbe Research has crafted our recommended scope of work for the City to
illustrate the types of considerations that go into each of our revenue measure feasibility
surveys. While each of our survey projects is customized to the needs of a given client,
there is a specific and proven process to conducting voter opinion research to evaluate
the feasibly of potential future revenue measure(s). Accordingly, specific services for the
survey of San Rafael registered voters are thus envisioned to include.
Y Conducting a project kick-off meeting with the City of San Rafael and the
development a project work plan and time line for this specific revenue
measure feasibility survey process.
Y Reviewing background materials, San Rafael voter and resident
demographics, any previous and related public opinion research, and other
public opinion research studies, and other information that will help to inform
and support this current revenue measure feasibility survey process.
Y Developing a demographically representative stratified and clustered sample
of registered voters in the City of San Rafael based on the election cycles of
interest and opportunity to the City, including November 2022. It is also
possible to look at other election cycles, such as general election cycles in
2024, should this be of interest to the City. The voter file uses self-reported
contact information, which includes landline (listed and unlisted) and cell
phone numbers as well as email addresses obtained through the County of
Marin Registrar of Voters. In addition, we will develop our sample as a split -
sample so that we can test up to two different revenue measures
independently within two different sub -samples of San Rafael voters.
:• For reference, we have identified that there are a total of
approximately 32,713 registered voters in the City of San Rafael
through a review of the State voter file. For all voters, we have cell
phones for a modest 11,857 voters or more than one-third (36%) of
the voting electorate. We also have email addresses for 16,221 voters
or just under one-half (49%) of the voting electorate. Finally, we have
landline telephone numbers for 14,495 registered voters in San
Proposal to Conduct a Revenue Measure Feasibility purvey
Godbe Research
Page 5
City of San Rafael
Rafael or 44% of registered voters in the City. For the November 2022
general election cycle and other similar general election cycles, we
have a similar breakdown of cell phone numbers, email addresses,
and landline telephone numbers.
❖ Finally, for many of our library clients, we also obtain and match their
cardholder lists (or other agency -provided lists such as parks and
recreation registration lists) to the voter file to increase the amount
and types of contact information we have for voters within our
sampling frame. Should we be provided with City lists to match to the
voter file, any personal or identifying information will be redacted prior
to our analysis and reporting in a similar process as we use for the
voter file itself. This will allow us to fulfill the promise of any survey
process to keep respondents anonymous and confidential.
Developing a survey instrument of approximately 18 to 25 -minutes in length
that will achieve the research objectives of the revenue measure feasibility
survey in an iterative process with the City of San Rafael. The process will
have multiple points for input, review, and approval from all project
stakeholders prior to considering the survey ready for fielding.
Within the survey design, we will develop a portion of the survey to
evaluating two different revenue measure types among two
subsamples of San Rafael voters to give the City maximum flexibility
in choosing the potential revenue measure type that it feels works
best.
Also, please note that the Internet and telephone versions of the
survey will be identical, save for instructions specific to each modality.
4• Finally, for reference, other recent surveys on similar topics
conducted for the City have been in the same 18 to 22 -minute range -
Pre -testing the survey instrument 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.
Y CATI programming the survey instrument for accurate and efficient data
collection, and training telephone interviewing personnel on the survey
instrument and interviewing format and protocol.
4• While we program each of our telephone surveys into a computer for
accurate and efficient data collection, including routing and skip
patterns, each of our interviews in conducted via a LIVE professional
interviewer located in the western United States.
Z Development of a recruitment email and recruitment text for the Internet
version of the survey and working with City so that Godbe Research can send
recruitment emails and texts to voters with known email addresses and cell
phones obtained directly through the voter file or that we can match through
City or other third -party sources.
The email will come from the City's recognizable (a)cityofsanrafael.or4
email domain and should be signed by the Library Director or City
manager to further convey that the survey is being sponsored by the
City and the importance of the survey to the City.
Proposal to Conduct a Revenue Mt,_,
Godbe Resea ch
City of San Rafael
Y Conducting 18, 20, 22, or 25 -minute Internet and telephone interviews with
500 (n=500) to 600 (n=600) total City of San Rafael registered voters
according to a strict interviewing guide and our approved sampling design
based on the election cycles of interest to the City.
A sample size of 500 to 600 total voter interviews would provide for a
maximum margin of error of no greater than +/-4.4% at the 95%
confidence level when looking at all City voters.
Moreover, given an overall sample size of 500 to 600 voters, we will
split the sample into two sub -samples of 250 to 300 voters each to be
able to independently evaluate two different types of potential revenue
measure in the same survey process.
4• Finally, for reference, other recent voter surveys in the City of San
Rafael have been able to collect between 500 and 700 interviews.
➢ Processing the data from the survey according to a strict protocol, and
weighting the data, as necessary, to ensure that the results reflect opinions
that are truly representative of San Rafael voters for the election cycles of
interest to the City.
Y Developing a topline report of findings and meeting with the City of San
Rafael shortly after the data has been processed to review the
topline/aggregate survey results as the first reporting deliverable in the voter
survey process.
Analyzing the survey results and preparing a report of findings conclusions,
and recommendations for the City of San Rafael (draft and final formats),
which directly addresses the research objectives outlined for the revenue
measure feasibility survey process, including evaluating the feasibility of two
different revenue measure types.
❖ Our revenue measure feasibility survey reports typically include
sections for an executive summary (key findings and conclusions), a
methodology discussion, analysis of the questions and topics in
narrative and graphical format for each measure being tested, as well
as a copy of the survey questionnaire and a complete set of
crosstabulations for all survey questions, as well as several value
added modules each unique to Godbe Research, including a
feasibility analysis (overall and by measure type), election timing
analysis, ballot question wording recommendation, tax threshold
analysis, geographical targeting analysis, and profile of voters.
Presenting the results and recommendations from the revenue measure
feasibility survey to the City of San Rafael. Costs are valid for up to two total
presentations as part of our project fees presented later in this proposal.
Ongoing post -survey consulting with the City of San Rafael regarding the
results and recommendations from the revenue measure feasibility survey, as
needed (value added / no additional charge).
Proposal to Conduct a Revenue Measure Feasibility Survey
Godbe Research Page 7
City of San Rafael
Project Timeline Discussion
Because of our experience in conducting revenue measure feasibility studies for a wide
range of public sector clients, including libraries, cities, counties, school districts, and
transportation agencies Godbe Research can generally conduct an entire hybrid survey
process in about eight weeks. A formal timeline in with specific calendar dates by task
for the overall research study will be provided to the City shortly after the project kick-off
meeting where we can have a detailed discussion on timing needs, project team
schedules, City Council meeting dates, and other items that will impact the overall project
schedule.
Proposal to Conduct a Revenue Measure Feasibility Survey
Godbe Research Page 8
City of San Rafael
PROJECT MANAGER
Reliable research results depend on having a firm that understands the complexities and
nuances of survey research design, including sampling theory, questionnaire design, and
quantitative data analysis. Indeed, although it can appear easy to conduct a voter survey,
it is in fact very difficult to design and conduct a process 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.
The team at Godbe Research is comprised of recognized experts in survey research
design and implementation, and for this project we will assign 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) has designed and conducted over 200
research studies in the past three years alone, including revenue measure feasibility
surveys leading to successful outcomes for the Stockton Public Library, City of Hayward
Public Library, Sonoma County Library, Marin County Free Library, Solano County
Library, Nevada County Library, and others on measures designed to fund library
facilities, services, and programs. Bryan has also been the project manager for more
than fifteen (15) resident and voter surveys for the City of San Rafael since 2005.
Bryan will execute all stages of the revenue measure feasibility survey, including
sampling design development, questionnaire development, overall project management,
data analysis, project reporting, and the development and conducting of the project
presentations. Bryan will also be the day-to-day contact for the City of San Rafael from
Godbe Research throughout the revenue measure feasibility survey process. Bryan will
be assisted by other Godbe Research team members, as necessary and a brief resume
for Bryan has been provided below.
Bryan Godbe, M.A.
President and Principal Researcher
Co-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 also managed recent qualitative and quantitative research
studies for the County of Los Angeles Public Library, Marin County Free Library, Stockton
Public Library, City of Half Moon Bay Public Library, City of Novato, San Rafael City
Schools, College of Marin, North County Library Authority, Sonoma County Public
Library, and others. Finally, Bryan was also the pollster and project manager from Godbe
Research for the City's recently successful 2020 sales tax measure.
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 a Revenue Measure Feasibility Survey
Godbe Research
City of San Rafael
PROJECT COST OPT
Godbe Research takes great pride in delivering reliable and practical research projects
,on time and on budget'. In doing so, we prefer to provide firm and fixed fees for our
services, as opposed to arbitrary hourly rates that could vary widely based on the actual
needs of each of our clients. Also, we feel that fixed -fee pricing most accurately reflects
actual project costs by focusing on the three most important parameters in quantitative
research process: the number of interviews conducted/sample size, the length of the
average interview/number of questions, and the languages in which interviews are
conducted.
Based on our understanding of the needs of this specific revenue measure feasibility
survey, Godbe Research has provided costs to the City of San Rafael to conduct an 18,
20, 22, or 25 -minute survey comprised of 500 (n=500) to 600 (n=600) total registered
voters in the City of San Rafael likely to vote in the election cycles of interest to the City,
including November 2022. This will allow us to split the sample into two sub -samples of
250 to 300 voters each to evaluate two different revenue measure types to help fund
library and potentially other facilities in the City.
The prices below reflect a firm, fixed -fee to complete the entire project --the overall cost
will not exceed those shown below, provided that parameters of the project (e.g., hybrid
survey methodology, listed voter sample, survey length, listed voter sample type, two
project presentations, etc.) 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 Survey of 500 (n=500) to 600 (n=600) San Rafael Voters
Project Task
18 -min.
20 -min.
22 -min.
25 -min.
Listed Voter Telephone Sample
$1,000.00
$1,000.00
$1,000.00
$1,000.00
Listed Voter Email Sample
$800.00
$800.00
$800.00
$800.00
Third -Party Email/Cell Phone Matching
$800.00
$800.00
$800.00
$800.00
CATI Programming Telephone Version
$1,350.00
$1,500.00
$1,650.00
$1,800.00
Internet Version Programming /Testing
$5,000.00
$5,250.00
$5,500.00
$5,750.00
Internet Survey Recruitment/Hosting
$750.00
$750.00
$750.00
$750.00
Telephone Interviewing
$9,000.00
$10,000.00
$11,000.00
$12,000.00
Data Processing and File Merge
$900.00
$900.00
$900.00
$900.00
Research Fee
$8,000.00
$8,000.00
$8,000.00
$8,000.00
Project Management
$3,000.00
$3,000.00
$3,000.00
$3,000.00
Miscellaneous Eyenses
$500.00
$500.00
$500.00
$500.00
Revenue Measure Survey Total
$31,100.00
$32,500.00
$33,900.00
$35,300.00
Proposal to Conduct a Revenue Measure Feasibility Survey
Godbe Research Page 10
GODBE RESEARCH
Gain Insight
GODBE RESEARCH
www.godberesearch.com
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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: Library & Recreation, Library Division
Project Manager: Henry Bankhead Extension: 3436
Contractor Name: Godbe Research
Contractor's Contact: Bryan Godbe Contact's Email: wbgodbe@godberesearch.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step
RESPONSIBLE
DESCRIPTION
COMPLETED
REVIEWER
DEPARTMENT
DATE
n/a
Check/Initial
1
Project Manager
a. Email PINS Introductory Notice to Contractor
❑
12/8/2021
b. Email contract (in Word) and attachments to City
Attorney c/o Laraine.Gittens@cityofsanrafael.org
❑
2
City Attorney
a. Review, revise, and comment on draft agreement
12/14/2021
❑x LG
and return to Project Manager
12/14/2021
® LG
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
3
Department Director
Approval of final agreement form to send to
12/22/2021
contractor
4
Project Manager
Forward three (3) originals of final agreement to
Click here to
❑
contractor for their signature
enter a date.
5
Project Manager
When necessary, contractor -signed agreement
❑ N/A
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
12/23/21
Attorney with printed copy of this routing form
7
City Attorney
Review and approve hard copy of signedV
�1y 12022
6A
agreement
8
City Attorney
Review and approve insurance in PINS, and bonds
1y'ZOZZ
(for Public Works Contracts)
1 /
9
City Manager/ Mayor
Agreement executed by City Council authorized
City Clerk
official
l�
10
Attest signatures, retains original agreement and
forwards copies to Project Manager
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