HomeMy WebLinkAboutCM 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.
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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
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