HomeMy WebLinkAboutCM Survey Research on Potential November 2026 Revenue Measures
v. Feb 2025 Page 1
CITY OF SAN RAFAEL
PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Contract”) is entered into by and between
the City of San Rafael (“City”) and __________________________________________
(“Contractor”), a __________________________________________________ for
__________________________________________________________, and is
effective on _____________________ (“Effective Date”). City and Contractor may be
referred to individually as a “Party” or collectively as the “Parties” or the “Parties to this
Contract.”
RECITALS
A. City desires to secure professional services more fully described in this
Contract, at Exhibit A, entitled “SCOPE OF WORK”; and
B. Contractor represents that it, and its subcontractors, if any, have the
professional qualifications, expertise, and necessary licenses and desire to provide
certain goods and/or required services of the quality and type which meet objectives and
requirements of City; and
C. Contractor acknowledges that the execution of this Contract by the City is
predicated upon the representations made in Contractor’s proposal dated
_________________ submitted to the City; and
D. The Parties have specified herein the terms and conditions under which
such services will be provided and paid for.
NOW, THEREFORE, the parties hereby agree as follows:
CONTRACT
1. WORK TO BE PERFORMED.
Except as otherwise may be expressly specified in this Contract, Contractor shall
furnish all technical and professional services, including labor, material, equipment,
transportation, supervision and expertise (collectively referred to as “Services”) to
satisfactorily complete the work required by City at its sole risk and expense. Services to
be provided to City are more fully described in Exhibit A entitled “SCOPE OF WORK.”.
Survey Research on Potential November 2026 Revenue Measure(s)
California
January 1, 2026
Fairbank, Maslin, Maullin, Metz & Associates, Inc.
December 12, 2025
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Corporation
2026.0016
v. Feb 2025 Page 2
2. COMPENSATION.
In consideration for Contractor’s complete performance of the Scope of Work,
City will pay Contractor in accordance with the rates and/or prices set forth in Exhibit
A, up to the not-to-exceed amount of $_____________.
Contractor shall not increase its rates throughout the Term of this Contract, except
that upon 60 day written notice, Contractor may adjust its rates no more than once
annually at a maximum amount equal to the percentage change through December in the
prior calendar year to the consumer price index (“CPI”) for California, All Urban
Consumers, San Francisco-Oakland-San Jose areas, not to exceed five percent (5%).
Contractor will bill City on a monthly basis for work performed by Contractor
during the preceding month, subject to verification by City. City will pay Contractor within
thirty (30) days of City’s receipt of invoice.
3. TERM OF CONTRACT.
This Contract becomes effective upon the date listed as "Effective Date" and shall
remain in effect until the completion of all obligations of both Parties hereto, or
___________________________ from the Effective Date, whichever comes first, unless
terminated or amended as provided herein.
4. RELIANCE ON PROFESSIONAL SKILL OF CONTRACTOR.
Contractor represents that it has the necessary professional skills to perform the
work required and the City shall rely on such skills of the Contractor to do and perform
the work. In performing the work hereunder Contractor shall adhere to the standards
generally prevailing for the performance of expert consulting services similar to those to
be performed by Contractor hereunder.
Contractor represents that it has reviewed Exhibit A and that in its professional
judgment the work to be performed under this Contract can be performed for a fee within
the maximum amount set forth herein and within the times specified.
Contractor represents that it possesses all necessary training, licenses and
permits to perform the Scope of Work and that its performance of the Scope of Work will
conform to the standards of practice of a professional having experience and expertise in
performing professional services of like nature and complexity of the Scope of Work
working on similar, successfully completed projects.
The granting of any progress payment by City, or the receipt thereof by
Contractor, or any inspection, review, approval or oral statement by any representative
of City or any other governmental entity, shall in no way waive or limit the obligations in
this Paragraph 4 or lessen the liability of Contractor for unsatisfactory work, including but
not limited to cases where the defective or below standard work may not have been
33,000
-----------------------------December 31, 2026
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Page 3
apparent or detected at the time of such payment, inspection, review or approval.
5. PROJECT COORDINATION.
A. City’s Project 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 Contract.
B. Contractor’s Project Director. Contractor shall assign a single Project
Director to have overall responsibility for the progress and execution of this Contract for
Contractor. ___________________________________ is hereby designated as the
Project Director for Contractor. Should circumstances or conditions subsequent to the
execution of this Contract require a substitute Project Director, for any reason, the
Contractor shall notify the City within ten (10) business days of the substitution.
6. TERMINATION.
A. The term of this Contract shall commence upon the date hereinabove written
and shall expire upon completion of performance of work hereunder by Contractor.
B. Notwithstanding the provisions of (A) above, City may with or without cause,
direct Contractor to suspend, delay or interrupt the work, in whole or in part, for such periods
of time as City may determine in its sole discretion.
C. City may terminate this Contract in whole, or from time to time in part, for
default, should Contractor commit a material breach of this Contract, or part thereof, and
not cure such breach within ten (10) calendar days of the date of City’s written notice to
Contractor demanding such cure, in which case Contractor shall be liable to City for all
loss, cost, expense, damage and liability resulting from such breach and termination.
D. City may terminate this Contract in whole, or from time to time in part, for
convenience, whenever City determines that such termination is in City’s best interests, in
which case Contractor shall be entitled to recover its costs expended up to the termination
date plus reasonable profit thereon to the termination date as this Contract would otherwise
provide, but may recover no other cost, damage or expense. Contractor shall continue its
work throughout the course of any dispute, and Contractor’s failure to continue work during
a dispute shall be a material breach of this Contract.
E. Lack of Appropriation: If this Contract is a multi-year contract, subject to
appropriation each fiscal year, the City may terminate this Contract immediately for lack of
appropriation of funds.
F. Effect of Termination. Upon receipt of notice of termination, neither party
shall incur additional obligations under any provision of this Contract without the prior written
consent of the other.
Curtis Below
Paul Navazio
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Page 4
G. 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 Contract, shall be
delivered to City as soon as possible, but not later than thirty (30) days after termination.
7. INSURANCE REQUIREMENTS.
During the term of this Contract, and for any time period set forth in Exhibit B,
Contractor shall procure and maintain in full force and effect, at no cost to City insurance
policies with respect to employees and vehicles assigned to the performance of work
under this Contract with coverage amounts, required endorsements, certificates of
insurance, and coverage verifications as defined in Exhibit B.
8. INDEMNIFICATION.
A. Except as otherwise provided in subparagraph B of this section, 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
Contract. 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 Contract, 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 work to be performed by Contractor under this Contract 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,
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Page 5
recklessness, or willful misconduct of Contractor, or any sub Contractors, 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 Contract are undertaken
in addition to, and shall not in any way be limited by, the insurance obligations contained
in this Contract and shall survive the termination or completion of this Contract for the full
period of time allowed by law.
9. PREVAILING WAGE.
If the work to be performed under this Contract is for services where prevailing
wages are required by State law, Contractor shall pay prevailing wages to its employees
on any contract in excess of $1,000.00, Copies of the general prevailing rates of per diem
wages for each craft, classification, or type of worker needed to execute the Contract, as
determined by Director of the State of California Department of Industrial Relations, are
on file at the City’s Public Works Department upon request and may be obtained from the
California Department of Industrial Relations website
[http://www.dir.ca.gov/OPRL/DPreWageDetermination.htm]. Contractor shall comply
with the 8-hours per day/40 hours per week/overtime/working hours restrictions for all
employees, pursuant to the California Labor Code. Contractor and all subcontractors
shall keep and maintain accurate employee payroll records for Work performed under the
Contract. The payroll records shall be certified and submitted as required by law, including
Labor Code Sections 1771.4 (if applicable) and 1776, including to the Labor
Commissioner no less frequently than monthly. Contractor shall comply fully with Labor
Code Section 1777.5 in the hiring of apprentices for work relating to the Contract.
10. NOTICES.
All notices and other communications required or permitted to be given under this
Contract, including any notice of change of address, shall be in writing and given by email,
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 email, 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:
[As identified in item 5.A]
___________________________
San Rafael, CA 94901
Email: ______________________
To Contractor’s Project Director:
[As identified in item 5.B]
___________________________
___________________________
Email: ______________________
pauln@cityofsanrafael.org
2054 UNIVERSITY AVE SUITE 600
BERKELEY, CA 94704
Curt@FM3Research.com
1400 5th Ave
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Page 6
11. LIABILITY OF CITY.
Except as provided in Exhibit A, Scope of Work to be Provided by Contractor and
Exhibit B, Insurance, City's obligations under this Contract shall be limited to the payment
of the compensation provided for in Paragraphs 1 and 2 of this Contract,
Notwithstanding any other provision of this Contract, in no event shall City be liable,
regardless of whether any claim is based on contract, tort or otherwise, for any special,
consequential, indirect or incidental damages, lost profits or revenue, arising out of or in
connection with this Contract, the Scope of Work, or the Project.
City shall not be responsible for any damage to persons or property as a result of the
use, misuse or failure of any equipment used by Contractor, or by any of its employees,
even though such equipment be furnished, rented or loaned to Contractor by City. The
acceptance or use of such equipment by Contractor or any of its employees shall be
construed to mean that Contractor accepts full responsibility for and shall exonerate,
indemnify, defend and save harmless City from and against any and all claims for any
damage or injury of any type, including attorneys' fees, arising from the use, misuse or failure
of such equipment, whether such damage be to the Contractor, its employees, City
employees or third parties, or to property belonging to any of the above.
Nothing in this Contract shall constitute a waiver or limitation of any right or remedy,
whether in equity or at law, which City or Contractor may have under this Contract or any
applicable law. All rights and remedies of City or Contractor, whether under this Contract
or other applicable law, shall be cumulative.
12. MEDIATION.
Unless waived by the City, should any dispute arise out of this Contract, the parties
shall meet in mediation and attempt to reach a resolution with the assistance of a mutually
acceptable mediator. Unless the City waives this requirement, Contractor shall not be
permitted to file legal action without first meeting in mediation and making a good faith
attempt to reach a mediated resolution. The costs of the mediator, if any, shall be paid
equally by the parties. If a mediated settlement is reached neither party shall be deemed
the prevailing party for purposes of the settlement and each party shall bear its own legal
costs.
13. GENERAL TERMS AND CONDITIONS.
This Contract includes, and the Contractor agrees to comply with the City’s
General Terms and Conditions, which are set forth in Exhibit C, attached hereto and
incorporated by reference.
[Signatures are on the following page.]
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Page 7
IN WITNESS WHEREOF, the parties have executed this Contract as of the day,
month and year first above written.
CITY OF SAN RAFAEL:
_________________________________
________________________________,
_________________________________
Executed on:_______________________
APPROVED AS TO FORM:
Office of the City Attorney
_________________________________
________________________________,
_________________________________
ATTEST:
City Clerk
_________________________________
________________________________,
_________________________________
CONTRACTOR:
__________________________________
By: ____________________________
Name: ____________________________
Title: ____________________________
[If Contractor is a corporation, second
corporate officer signature required]
__________________________________
By: ____________________________
Name: ____________________________
Title: _____________________________
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
FM3 Research
Curtis Below
Partner & COO
Richard Bernard
FM3 Research
Partner
Andrea Visveshwara
Chief Assistant City Attorney
City Manager
February 8, 2026
Cristine Alilovich
Lindsay Lara
City Clerk
Scope of Work
Project Title: Revenue Measure Research Polling
Contractor: FM3
Department: City Manager’s Office
1. Description of the Work
The City of San Rafael seeks to retain Fairbank, Maslin, Maullin, Metz & Associates
(FM3 Research) to conduct public opinion research to assess the feasibility, design,
and messaging of a potential Measure P revenue measure. The purpose of this work
is to provide objective, statistically valid data to inform City decision -making related to
ballot measure development, public education, and strategic planning.
FM3 will design and administer a dual-mode public opinion survey of likely
November 2026 voters and provide analysis, reporting, and strategic recommendations
to support the City’s evaluation of revenue measure options. The work will be conducted
in close coordination with the City Manager’s Office.
2. Specific Tasks
Task 1: Project Kickoff and Research Design
FM3 will:
• Conduct a kickoff meeting with the City’s project team to confirm research
objectives, scope, and timeline.
• Review relevant background materials, including prior City polling, financial
context, and policy objectives.
• Confirm research specifications, methodology, and decision points.
Task 2: Sample Preparation and Methodology Development
FM3 will:
• Construct a voter sample using voter registration records.
• Define the likely voter universe, including voters who participated in recent
general elections and newly registered voters.
• Establish demographic and geographic quotas to ensure a representative
sample.
• Finalize sample parameters for a target of 400 likely November 2026 voters,
with the ability to analyze a June 2026 Primary subset if requested.
Exhibit A
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Task 3: Questionnaire Design and Testing
FM3 will:
• Draft, refine, and finalize a survey questionnaire in collaboration with City staff.
• Develop a questionnaire designed to take 15–20 minutes to complete.
• Incorporate survey objectives, including testing project priorities, messaging,
funding options, and potential opposition arguments.
• Translate the telephone survey instrument into Spanish.
• Program and test the survey questionnaire.
• Conduct pre-testing to confirm clarity, flow, and length.
• Obtain City approval of the final questionnaire prior to fielding.
Task 4: Data Collection (Dual-Mode Survey Administration)
FM3 will:
• Administer the survey using a dual-mode methodology, combining online and
telephone interviews.
• Distribute email and text invitations for online survey participation.
• Monitor response rates and send reminders or additional invitations as needed.
• Conduct telephone interviews to balance demographic and geographic quotas.
• Offer telephone interviews in English and Spanish; online interviews will be
conducted in English.
• Continuously monitor responses, quotas, and data quality during fielding.
Task 5: Data Verification and Quality Control
FM3 will:
• Review incoming data for consistency, accuracy, and completeness.
• Identify and remove invalid responses or data anomalies.
• Generate partial toplines during fielding to monitor trends and sample balance.
Task 6: Data Analysis
FM3 will:
• Analyze survey results using industry-standard statistical software.
• Produce topline results showing overall response distributions.
• Generate comprehensive cross-tabulated results across demographic,
geographic, behavioral, and attitudinal subgroups.
• Review and code open-ended responses into thematic categories.
Task 7: Reporting, Recommendations, and Presentations
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
FM3 will:
• Prepare a detailed PowerPoint presentation summarizing key findings,
conclusions, and actionable recommendations.
• Present draft findings to City staff and refine materials based on feedback.
• Develop a presentation format suitable for public or stakeholder presentations.
• Present survey results to staff, board members, or other stakeholders, as
requested.
• Remain available following project completion for follow-up analysis and
consultation.
3. Deliverables
Deliverable Format Due Date Acceptance Criteria
Final Survey
Questionnaire
PDF & editable
format Prior to fielding Approved by City project
manager
Voter Sample &
Quota Plan
Internal research
documentation Prior to fielding
Reflects agreed-upon
parameters
Topline Survey
Results PDF & Excel
Within 2 days
of field
completion
Complete and statistically valid
Cross-Tabulated
Results
Excel or statistical
output
Within 3 days
of field
completion
Includes full demographic and
subgroup analysis
Open-Ended
Response
Verbatims
Excel or text file With final
results
Responses fully captured and
coded
PowerPoint
Findings Report PowerPoint Draft and final
versions
Includes findings, conclusions,
and recommendations.
Approved by City project
manager
Staff &
Stakeholder
Presentations
Presentation
(virtual or in-
person)
As scheduled Presentation delivered and
accepted
4. Method of Payment
• Contractor will be compensated on a fixed-fee basis for completion of the scope
of work.
• Total not-to-exceed amount: $35,000
• Total contract amount shall not to exceed the amount authorized.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
• Invoices shall be submitted in accordance with the contract schedule and include
a summary of work completed.
• No work outside the approved scope shall be performed without prior written
authorization from the City’s Project Manager or designee.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit B-1
EXHIBIT B
INSURANCE REQUIREMENTS
During the term of this Contract, and for any time period set forth below,
Contractor shall procure and maintain in full force and effect, at no cost to City insurance
policies with respect to employees and vehicles assigned to the performance of work
under this Contract with coverage amounts, required endorsements, certificates of
insurance, and coverage verifications as defined in this Exhibit B.
A. Scope of Coverage. During the term of this Contract, Contractor shall
maintain, at no expense to City, the following insurance:
1. Commercial general liability. 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. Automobile liability. An automobile liability (owned, non-owned, and
hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000)
per occurrence.
3. Professional liability. If any licensed professional performs any of the
work required to be performed under this Contract, a professional liability insurance policy
in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars
($2,000,000) aggregate, to cover any claims arising out of the Contractor's performance
under this Contract. 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. Workers’ compensation. If it employs any person, Contractor shall
maintain workers’ 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 workers’
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 workers’ 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
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit B-2
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 workers’ 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 Contract, 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 Contract, 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 Contract.
7. The limits of insurance required in this Contract 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 Contract 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 Contract; 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
Contract are sufficient to cover the obligations of the Contractor under this Contract.
9. Contractor agrees to ensure that subcontractors, and any other
party involved with the performance of work under this Contract, who is brought onto or
involved in the performance of the work by Contractor under this Contract, provide the
same minimum insurance coverage required of Contractor, except as with respect to
limits. Contractor agrees to monitor and review all such coverage and assumes all
responsibility for ensuring that such coverage is provided in conformity with the
requirements of this Contract. CONSUTLANT agrees that upon request by City, all
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit B-3
agreements with, and insurance compliance documents provided by, such
subcontractors and others engaged in the work under this Contract will be submitted to
City for review.
10. Contractor agrees to be responsible for ensuring that no contract
used by any party involved in any way with the Scope of Work reserves the right to charge
City or Contractor for the cost of additional insurance coverage required by this Contract.
Any such provisions are to be deleted with reference to City. It is not the intent of City to
reimburse any third party for the cost of complying with these requirements. There shall
be no recourse against City for payment of premiums or other amounts with respect
thereto.
C. Deductibles and SIR’s. Any deductibles or self-insured retentions in
Contractor's insurance policies must be declared to and approved by the City 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 all of
the following: (1) Certificates of Insurance evidencing the insurance coverage required in
this Contract; (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 Contract. 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 the City.
Failure to comply with these requirements shall be considered a material breach of
contract.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit C-1
EXHIBIT C
GENERAL TERMS AND CONDITIONS
1. 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 Contract. Contractor shall perform all work under this Contract 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.
2. PROVISIONS DEEMED INSERTED.
Every provision of law required to be inserted in the Contract is deemed to be
inserted, and the Contract will be construed and enforced as though such provision has
been included. If it is discovered that through mistake or otherwise that any required
provision was not inserted, or not correctly inserted, the Contract will be deemed amended
accordingly.
3. SEVERABILITY.
If any provision of the Contract documents, or portion of a provision, is determined
to be illegal, invalid, or unenforceable, the remaining provisions of the Contract documents
will remain in full force and effect.
4. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the Contractor in connection with
the performance of its duties under this Contract, shall be the sole property of City. City
may use said property for any purpose, including projects not contemplated by this Contract.
5. 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 Contract. Contractor shall fully cooperate with
City or its agent in any such audit or inspection. Contractor shall maintain all Project-
related records for a period of three (3) years from completion of the work.
6. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Contract
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 Contract or any rights, duties
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit C-2
or obligations arising hereunder shall be void and of no effect.
7. WORKERS' COMPENSATION.
Contractor certifies that it is aware of the provisions of the Labor Code of the State
of California which require every employer to be insured against liability for workers'
compensation or to undertake self-insurance in accordance with the provisions of that Code,
and Contractor certifies that it will comply with such provisions before commencing the
performance of the work of this contract.
8. NONDISCRIMINATION.
Contractor shall not discriminate, in any way, against any person on the basis of
sex, race, color, religion, ancestry, national origin, ethnic group identification, age, mental
disability, physical disability, medical condition, genetic information, marital status, or
sexual orientation in connection with or related to the performance of its duties and
obligations under this Contract.
9. NO THIRD PARTY BENEFICIARIES.
City and Contractor do not intend, by any provision of this Contract, to create in any
third party, any benefit or right owed by one party, under the terms and conditions of this
Contract, to the other party.
10. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Contract, 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.
11. ENTIRE CONTRACT -- AMENDMENTS.
A. The terms and conditions of this Contract, all exhibits attached, and all
documents expressly incorporated by reference, represent the entire Contract of the parties
with respect to the subject matter of this Contract.
B. This written Contract shall supersede any and all prior contracts, 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 Contract, shall be valid or binding, except by way of a written
amendment to this Contract.
D. The terms and conditions of this Contract shall not be altered or modified
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit C-3
except by a written amendment to this Contract signed by the Contractor and the City.
E. If any conflicts arise between the terms and conditions of this Contract, and
the terms and conditions of the attached exhibits or the documents expressly incorporated
by reference, the terms and conditions of this Contract shall control.
12. SET-OFF AGAINST DEBTS.
Contractor agrees that City may deduct from any payment due to Contractor under
this Contract, 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.
13. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or
condition of this Contract, 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 Contract, 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 Contract or any applicable law, ordinance or regulation.
14. CITY BUSINESS LICENSE / OTHER TAXES.
Contractor shall obtain and maintain during the duration of this Contract, a City
business license as required by the San Rafael Municipal Code, and 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 Contract, until Contractor has provided City with
a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification
Number and Certification).
15. SURVIVAL OF TERMS.
Any terms of this Contract that by their nature extend beyond the term (or termination)
of this Contract shall remain in effect until fulfilled and shall apply to both Parties’ respective
successors and assigns.
16. GOVERNING LAW.
This Contract shall be deemed to have been executed in the County of Marin,
California. The formation, interpretation and performance of this Contract shall be
governed by the laws of the State of California, excluding its conflict of laws rules. Any
suit or action initiated by either party shall be brought in the County of Marin, California
unless the parties agree otherwise in a written amendment to this Contract.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
v. Feb 2025 Exhibit C-4
17. CONFLICT OF INTEREST.
Contractor, its employees, subcontractors and agents, may not have, maintain or
acquire a conflict of interest in relation to this Contract in violation of any City ordinance or
policy or in violation of any California law, including under Government Code section 1090
et seq. and under the Political Reform Act as set forth in Government Code section 81000
et seq. and its accompanying regulations. Any violation of this Section constitutes a material
breach of the Contract.
18. AUTHORIZATION.
Each individual signing above warrants that they are authorized to do so by the party
that they represent, and that this Contract is legally binding on that party. If Contractor is a
corporation, signatures from two officers of the corporation are required pursuant to
California Corporation Code section 313.
19. COUNTERPARTS AND ELECTRONIC SIGNATURE.
This Contract 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.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Updated January 7, 2026
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown
below.
All following documents are attached as reference material.
RESPONSIBLE PARTY DESCRIPTION COMPLETED
Project Manager Email PINS insurance request to Contractor ☐
City Attorney’s Office Review, revise as needed, and approve agreement as to
form
Department Director
Review and approve agreement
☐ AB 339 not applicable or ☐ Complied with AB 339
Risk Management Confirm insurance documentation is complete
Finance Review and sign off on funding availability
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department:
Project Manager:
Contractor Name:
Contractor’s Contact: Contact’s Email:
City Council Date: ☐ ___________________ or ☐ Not applicable
☐ FPPC: Check if Contractor must file Form 700
X
Curt@FM3Research.com
X
Curt Below
Fairbank, Maslin, Maullin, Metz & Associates
Paul Navazio
City Manager's Office
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
X
Proposal to Conduct Survey Research
on Potential November 2026
Revenue Measure(s)
City of San Rafael
December 12, 2025 921-7867
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page i
December 12, 2025
Alexis Bailey:
Fairbank, Maslin, Maullin, Metz & Associates (FM3 Research or FM3) Partner Curt Below is pleased to present this
proposal to conduct public opinion research to assess potential revenue measure options for the City of San
Rafael. We believe our firm is an excellent choice to provide these research services for several reasons, including:
FM3 is a recognized leader in conducting research that helps California cities, counties, and special districts
objectively evaluate the viability of passing local ballot measures to secure additional revenue. Our research
has contributed to the passage of more than 700 local finance measures approved for 160+ California agencies
in every region of the state. In the 2023-24 election cycle alone, FM3 contributed to the passage of 100+
successful revenue measures to provide funding to local communities. For a full list of FM3’s past successful
ballot campaigns, please visit fm3research.com/clients_category/ballot-measures.
FM3 brings a proven track record of helping Marin County agencies win revenue measures, grounded in
decades of public-opinion research and an exceptional understanding of local voters and community
dynamics. Over the past twenty years, our work has contributed to the passage of eight local finance measures
across the County—including successful sales taxes, parcel taxes, and bonds for cities, special districts, and
countywide agencies. This experience is reinforced by our broad portfolio of research for Marin public
agencies, regional authorities, local candidates, and leading community organizations, giving us insight into
the issues, trends, and voter attitudes that drive successful funding outcomes.
Our approach is focused on providing the best possible ongoing strategic consultation to our clients. We do
not simply conduct a poll, present the results, and leave you and your team to figure out how to put them to
use. Instead, we want to be a member of your strategic team. As a medium-sized research firm, FM3 provides
its clients with a level of personal attention and service from our senior staff that is more often associated
with much smaller organizations, while concurrently offering the wide range of services, adherence to
expedited timelines, and rigorous quality control expected from larger research firms.
As a testament to the quality of work FM3 conducted, please feel free to reach out to the following references:
City of Alameda
Sarah Henry, Communications &
Legislative Affairs Officer
(510) 747-4714
shenry@alamedaca.gov
City of Sausalito
Chris Zapata, City Manager
(415) 289-4102
czapata@sausalito.gov
City of Larkspur
Dan Schwarz, City Manager
(415) 927-5110
dschwarz@cityoflarkspur.org
The remainder of this proposal contains FM3’s qualifications, proposed work program, and cost proposal. We
have no requested changes to the sample contract included with the RFP, so we have not included that section in
our proposal. We appreciate the opportunity to be considered for this project. If you have any questions about
the contents of this proposal, please don’t hesitate to reach out—contact information is available on page 10.
Sincerely,
Curt Below, Partner
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
12100 Wilshire Boulevard, Suite 350 | Los Angeles, CA 90025
Phone: (310) 828-1183 | Fax: (310) 453-6562
1999 Harrison St., Suite 2020 | Oakland, CA 94612
Phone: (510) 451-9521 | Fax: (510) 451-0384
FM3 RESEARCH INSURANCE COVERAGES AND LIMITS
(Updated February 21, 2025)
This document is intended to assist those drafting a contract or letter of agreement with
Fairbank, Maslin, Maullin, Metz & Associates, Inc. (FM3) by providing pertinent details about the
kinds of insurance FM3 maintains.
INSURANCE (PROPERTY AND BUSINESS LIABILITY)
Carrier: Sentinel Insurance Company LTD (The Hartford Group)
Rating: A XV
Broker: O’Kane & Tegay Insurance Brokers
Commercial
General Liability:
$1,000,000 (each occurrence)
$10,000.00 Medical Expense (any one person)
$1,000,000 Personal and Advertising Injury
$1,000,000 Damages to Rented Premises (fire, lightening, explosion)
$2,000,000 General Aggregate (per policy period)
$2,000,000 Products/Completed Operations Aggregate
Automobile
Liability:
$1,000,000 Hired/Non-Owned Auto Liability
(We do not own our own vehicles, and therefore, do not have “owned”
auto liability insurance)
Umbrella/Excess
Liability:
$4,000,000 (each occurrence)
$4,000,000 Aggregate (per policy period)
INSURANCE (PROFESSIONAL LIABILITY, AKA ERRORS AND OMISSIONS)
Carrier: Bridgeway Insurance Company
Rating: A
Broker: O’Kane & Tegay Insurance Brokers
Professional
Liability Standard
Form
Policy Limits
$2,000,000 (each occurrence)
$4,000,000 (annual aggregate)
$25,000 (deductible)
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
FM3 Research Insurance Coverages and Limits Effective 2-21-2025
INSURANCE (WORKERS COMPENSATION)
Carrier: Hartford Casualty Insurance Company
Broker: O’Kane & Tegay Insurance Brokers
Rating: A-
Policy Limits: $1,000,000 Bodily Injury by Accident (each accident)
$1,000,000 Bodily Injury by Disease (policy limit)
$1,000,000 Bodily Injury by Disease (each employee)
(And see attached sample certificate of workers compensation insurance)
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page iii
CONTENTS
1 STATEMENT OF QUALIFICATIONS ...............................................................................................................................1
2 WORK PROGRAM ....................................................................................................................................................5
3 COST PROPOSAL .................................................................................................................................................. 10
4 CONTACT INFORMATION ....................................................................................................................................... 10
LIST OF FIGURES
FIGURE 1: FM3’S SUCCESSFUL LOCAL FINANCE MEASURES IN MARIN COUNTY......................................................................... 3
FIGURE 2: RESEARCH SPECS AT A GLANCE ........................................................................................................................... 5
FIGURE 3: DUAL-MODE SURVEY RESEARCH PHASES AND TIMELINE ......................................................................................... 9
FIGURE 4: SURVEY COSTS ............................................................................................................................................... 10
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 1
1 STATEMENT OF QUALIFICATIONS
Firm Background
Fairbank, Maslin, Maullin, Metz & Associates (FM3 Research or FM3)
has been conducting public policy-oriented opinion research since
1981 on issues of major economic and social concern. The research
FM3 conducts goes far beyond simply documenting the knowledge,
views, and behaviors of various populations. Rather, our work
produces actionable data that provides a strategic roadmap for
policymakers to inform community outreach and communication
efforts.
FM3 Research is a West Coast-based firm with senior research staff
located in California (Bay Area and Los Angeles) and Oregon
(Portland). That said, we have established a strong history of
conducting research throughout the country and are happy to work
with clients anywhere in the U.S. Each of the research projects we do
is led by one of our eight partners, all of whom are nationally
respected authorities on public opinion research. As our client, you
will have direct access to not only the partner working on your
project, but also several other key staff members with advanced
degrees in public policy, research methods, and/or extensive
experience working in state and local government.
We are a medium-sized research firm with 25 employees. While our firm is not so big that you will wonder whom
to call with your questions, we are big enough to have our own in-house data analysis/processing team and
graphic design resources. This means we can provide our clients with a level of personal attention and service
from firm partners and other senior staff more often associated with much smaller organizations, while also
providing rapid project turnaround and more sophisticated data analysis and presentations tailored to client
needs that one might expect from larger firms.
FM3 utilizes a variety of research tools designed to address each client’s unique circumstances. Some of these
tools are quantitative, such as surveys; some are qualitative, such as focus groups; and others fall somewhere in
between. In any given year, FM3 conducts 400+ surveys and 100+ focus groups, in addition to providing ongoing
consulting for key clients. We also actively monitor methodological developments through our industry’s trade
association—the American Association for Public Opinion Research (AAPOR)—and continually experiment with
newly evolving online and digital research approaches.
You don’t have to choose
between hiring a full-service
firm (with in-house data and
graphics resources) or a hands-
on firm where you’ll have
direct and consistent access to
the partner working on your
project.
With FM3 Research,
you get both.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 2
Local Revenue Measures
FM3 is a recognized leader in conducting survey research that helps California cities, counties, special districts,
and other jurisdictions objectively evaluate the viability of passing local ballot measures to secure additional
revenue. Our research has contributed to the passage of more than 700 local finance measures approved for 160+
California agencies in every region of the state. As evidence of the accuracy of our research, election results are
typically within the margin of error of what our surveys suggest will be the level of support on Election Day.
Our research identifies the feasibility of a potential ballot measure (or measures); the most appropriate tax rate
and revenue mechanism (parcel tax, sales tax, transient occupancy tax, utility user tax, bond measure, etc.); how
voters would prefer additional revenue to be used; and how to phrase the ballot label language. Furthermore, the
finance measure research that FM3 conducts for our public agency clients not only assists in drafting the most
compelling 75-word ballot label possible, but also quantitatively identifies which unique, legally permissible
messages will resonate most among the agency’s constituents when engaging in community outreach and
education.
Our municipal clients represent a diverse cross-section of large and small cities and other jurisdictions, including
suburban, urban, and rural communities, in every region of the state of California. We make it a priority to work
closely with each of our clients to design the research, because every community or region is different and requires
a customized approach to address its own unique characteristics and needs.
In the 2023-24 election cycle alone, FM3 contributed to the passage of 100+ successful revenue measures to
provide funding to local communities, including:
38 general-purpose sales tax measures
36 education finance measures
20 dedicated tax/bond measures
6 transient occupancy tax measures
4 business license tax measures
1 utility users tax measure
1 cannabis tax measure
Marin County
FM3 has extensive experience conducting research in Marin County, which has provided us with a comprehensive
understanding of the county’s residents and voters. As a result, our team is deeply familiar with not only the local
electorate but also the issues, cycles and rhythms of local public opinion and its evolution over time. In the past
two decades, our research has contributed to the passage of eight local finance measures for various jurisdictions
throughout the County (see Figure 1).
Our public agency experience also includes research for the Tamalpais Community Services District, Marin
Emergency Radio Authority (MERA), Twin Cities Police Authority (now the Central Marin Police Authority), Zero
Waste Marin, Marin County Parks, and Marin Clean Energy, and regional agencies including Sonoma-Marin Area
Rail Transit District (SMART), Spare the Air, and the San Francisco Bay Restoration Authority.
We have also worked with local candidates including research on behalf of former Supervisor Kate Sears (Marin
County District 3) and Congressman Jared Huffman.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 3
Finally, our private clients in the County include the Marin Community Foundation, Marin Agricultural Land Trust,
Buck Institute, Sutter Health, and more.
Figure 1: FM3’s Successful Local Finance Measures in Marin County
Jurisdiction Measure Mechanism Election
City of Larkspur Measure G ¼ Cent Sales Tax November 2022
City of Sausalito Measure L 1 Cent Sales Tax November 2022
Marin County Measure M $23 Million Bond November 2022
Southern Marin Fire Protection
District Measure U $200 Parcel Tax November 2018
Marin County Measure A $29 Special Parcel Tax November 2014
City of Larkspur Measure C ½ Cent Sales Tax November 2013
Marin County Service Area #28
Paramedic Service District Measure M $24/Parcel Special Tax November 2010
Town of Corte Madera/
City of Larkspur Measure E $20 Million Bond November 2008
Curt Below, Partner & COO – Project Lead
Partner and COO Curt Below brought his broad professional experience in the public,
nonprofit, and private sectors to FM3 Research in 2007. Since joining the firm, he has
provided qualitative and quantitative research—and strategic advice—to government
agencies, nonprofit organizations, businesses, and candidate and ballot measure
campaigns at both the state and local levels.
During the last several election cycles, Curt conducted research contributing to the passage of a number of ballot
measure campaigns, including California's Prop 1 (a $4 billion housing bond) and Prop 68 (a $4 billion park and
water bond); two significant regional funding measures in the San Francisco Bay Area (a $3.5 billion BART bond
measure and a nine-county “Clean & Healthy Bay” parcel tax); and a number of local finance measures in the
following cities and counties, among others:
Larkspur
Alameda
Antioch
Cotati
Daly City
East Palo Alto
Half Moon Bay
Los Banos
Martinez
Milpitas
Orinda
Pittsburg
San Jose
San Mateo
Santa Rosa
Scotts Valley
Sunnyvale
Vallejo
Humboldt County
Santa Clara County
Santa Cruz County
Tuolumne County
Yuba County
Within Marin County, Curt has also conducted research for Tamalpais Community Services District and Southern
Marin Fire Protection District in recent years.
Curt also works extensively assessing public opinion on a variety of issue areas, seeking to both understand existing
perceptions and attitudes and develop messaging guidance that furthers awareness and inspires behavioral
changes. This includes work on water conservation, environmental and open space protection, energy use and
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 4
generation, public safety, education, residential waste disposal and waste reduction, public transit use, parks and
recreation, and issues related to development.
Prior to joining FM3, Curt gained experience in the public sector, working for the California State Legislature and
serving as the Vice-Chair of the City of Oakland's Public Ethics Commission; in the nonprofit sector, working for
the Environmental Defense Fund; and in the private sector, as co-founder and Vice President of Get Active
Software, an Internet software and services company that provided online constituent mobilization and
engagement tools for nonprofit organizations.
Education: Curt earned his bachelor’s degree in geography/environmental studies from UCLA and both a Master
of Public Policy (MPP) degree and a Master of Public Health (MPH) degree from UC Berkeley.
Suzanne Brewster, Researcher
Since joining FM3 in April 2025, Suzanne has provided both quantitative and qualitative
research for ballot measure campaigns and candidate races. Her work has addressed
issues including public safety, transportation, public education, and conservation.
Prior to FM3, Suzanne worked at 50+1 Strategies, where she project managed and
tracked performance for clients’ digital media marketing initiatives during the 2024
election cycle. She also served as Communications Lead for the Loren Taylor Oakland Mayoral Campaign, helping
to craft messaging and outreach strategies in the final months before the special election.
Education: Suzanne holds a bachelor’s degree in political science from Colgate University and an MBA from
UCLA Anderson School of Management.
FM3 will not be using any subconsultants for this project.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 5
2 WORK PROGRAM
FM3 will approach this work in three distinct phases: research design, data collection, and data analysis and
reporting. The following sections provide a detailed description of our proposed work plan. Figure 2 outlines our
recommended research specifications (sample size, questionnaire length, etc.) at a glance.
Phase 1: Research Design
In designing the research for this project, FM3 will draw
from its knowledge of public opinion survey
methodology, our comprehensive review of the City’s
past public opinion research, your current and future
objectives and needs, and FM3’s own vast library of past
research on local revenue measures. The process will
begin with an initial kickoff meeting between FM3 and
your project team for an extensive review of relevant
background information and context, as well as a
detailed discussion of your objectives for the project.
Sample Preparation
FM3 will construct a sample by obtaining a list of all
voters from voter registration records. We will then
define the likely voter universe based on past voting
behavior, including in our sample voters who have
participated in midterm general elections in the past,
plus those who have newly registered since the most
recent general election. We recommend a sample size
of 400 likely November 2026 voters, with the ability to
also provide analysis for the subset of respondents who
are likely to vote in the June 2026 Primary (if the City is
considering that election).
While acquiring and preparing the sample, FM3 will also
establish demographic and geographic quotas, which
we will use as necessary during the data collection
phase—and after the interviews are completed—to
ensure we are getting a range of respondents that
accurately reflects the overall population of relevant
voters.
Questionnaire Design
In designing a survey questionnaire, we typically proceed through several drafts, incorporating feedback from
your team before each revision, to develop a research instrument that will successfully obtain all the desired
Methodology
Dual-mode survey using a
combination of telephone
and online interviews
Contact
Methods
Telephone calls, email
invitations, and text
invitations
Sample 400 likely November 2026
voters
Margin of
Sampling Error
±4.9% - sample of 400
At the 95% confidence level
(i.e., in 95 out of 100 cases)
Questionnaire 15-20 minutes
Languages
Telephone interviews will
be conducted in English
and Spanish; online
interviews will be
conducted in English only.
Figure 2: Research Specs at a Glance
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 6
information. We recommend a questionnaire that takes 15 to 20 minutes to complete on average; if the City
wishes to test two (or more) measures, we will need to conduct a 20-minute survey. Please note that a 20-minute
survey will allow us to thoroughly test up to two measures (i.e., assess project priorities, funding rates, messaging,
etc.). Alternately, if the City wishes to explore more than two potential measures, we could conduct an initial
exploratory survey that tests more concepts at a higher (less thorough) level, followed by a survey that dives into
one or two specific mechanisms later in the year. FM3 is happy to discuss these options with the City upon further
request.
Although we will develop the questionnaire in collaboration with the City’s project team, our focus will be on
achieving four key objectives:
Quantitatively test voters’ sense of urgency and priority for dozens of potential projects and expenditures,
and then work collaboratively with City legal counsel to draft a 75-word ballot label that meets legal
requirements while emphasizing as many of your voters’ top priorities as possible.
Assess the relative efficacy of a range of non-advocacy public education statements to identify which themes
and information will resonate most with voters in the context of public outreach efforts.
Test the impact of finance measure opponents’ potential criticisms to provide the City a quantitative
assessment of which opposition arguments may be most damaging to a measure’s standing among the
electorate.
Learn which sources voters use to get information about the City, and which public figures and organizations
would prove the most credible as messengers about the City’s measure(s).
In addition to behavioral, attitudinal, and situational questions, the survey will ask a variety of relevant
demographic questions such as race/ethnicity, age, educational attainment, family type (does the respondent
have children, and if so, what age(s) and do they live with them), household income, and homeownership status
(homeowner/renter), among others.
As requested in the RFP, interviews will be offered in both English and Spanish. Given that only approximately 8%
of likely November 2026 voters are Latino, we recommend only translating the telephone questionnaire for
maximum cost efficiency and offering online interviews in English only. This is due to the fact that we have found
that people are less likely to respond to online surveys in non-English languages.
Before interviewing commences, FM3 will secure approval from the appropriate City representative on the final
version of the questionnaire.
Before fielding the survey, telephone interviewers will be prepped and thoroughly trained in the questionnaire's
structure and design, as well as in any unique or unfamiliar pronunciations. Once approved for fielding, the survey
questionnaire will be pre-tested with a sample of respondents to ensure ease of administration and flow. Such
testing will also verify the length of the questionnaire as well as the clarity and comprehensibility of survey
questions. If necessary, FM3 will bring to your attention any questions that appear to be generating confused
responses and suggest potential questionnaire modifications to address those issues. The results of the pre-test
will be reviewed with City staff to determine whether any adjustments need to be made before interviewing
proceeds.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 7
Phase 2: Data Collection
Online Interviews
Based upon the final sample specifications, we will set a target number of interviews to be completed online. We
will then estimate an email invitation response rate based upon your community's demographics and send a
random selection of potential respondents either an email or a text message invitation containing a unique link
(which can only be used once) inviting them to take the survey online. Depending on response rates, we may also
send out reminder emails to recipients who have not yet taken the survey, or we may send new email invitations
to additional addresses in the sample.
Telephone Interviews
Within several days of the initial invitation distribution, we will compare the demographic and geographic
characteristics of the online completes with our pre-established quotas. We will then begin conducting telephone
interviews to balance out the sample and target underrepresented subgroups. The telephone interviews are
completed—and the online survey is closed—when both the overall target number of interviews is reached, and
the demographic and geographic quotas have been sufficiently filled. (This means that sometimes more interviews
than planned are completed to meet specific population quotas.)
Data Verification
Throughout the fielding of the survey, FM3 will review frequencies, generate a “partial” topline (percentage of
respondents who chose each answer option for all survey questions), and review and clean the data. This allows
us to check for illogical answers and data anomalies—both deliberate (such as straight-lining, when a respondent
picks, for example, the first option in every question in the survey) and unintentional (taking the survey twice,
online and by phone, for example). These checks also help ensure the sample is representative of the population
of interest and our interviews are reaching established quotas.
Phase 3: Data Analysis and Reporting
Data Analysis
All survey responses will be analyzed by FM3’s Data Processing and Analysis department staff using a customized
installation of SAS software, a well documented and widely used data analysis software package. Open-ended
responses will be further reviewed, coded, and grouped into thematic categories. Within two days after
interviewing has been completed, the topline survey results will be generated and FM3's initial analysis will begin.
These results will show the overall percentage of respondents that chose each answer option for all survey
questions. Within three days, a comprehensive set of cross-tabulated results will also be generated. The cross-
tabulated results will make it possible to detect how responses differ, if at all, among various subsets of the
sample. For example, it will be possible to compare answers provided by men and women; residents of various
age categories, income levels, and ethnicities; homeowners and renters; parents and non-parents; residents living
in different communities; and many other subgroups.
Reporting and Deliverables
FM3 will generate a detailed report of the survey results in a PowerPoint presentation, including demographic
breakouts and summaries of key findings and recommendations. These results are typically presented in draft
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 8
format to the client team and then further refined based upon feedback from that group. A version of this
presentation will also be developed in a format suitable for FM3 to present in a public forum.
Upon conclusion of the survey project, the City will have received from FM3 the following deliverables:
Final survey questionnaire
Topline survey results
Full cross-tabulated results (responses to every survey question, broken down by dozens of demographic,
geographic, behavioral, attitudinal, and situational subgroups of the population)
Verbatim answers to any open-ended questions
Detailed PowerPoint presentation (including graphic presentation of key findings, detailed results,
conclusions, and actionable recommendations)
Presentations of results to staff, board members, or other stakeholders (in person if desired)
Finally, after FM3’s final deliverables have been completed, we will remain available to answer follow-up
questions and to present results to additional key stakeholders. We view the responses to the survey as an ongoing
data resource; if needed, FM3 can conduct further analysis to provide answers to any follow-up questions.
Timeline
FM3 is prepared to begin work on this research project immediately and would approach it in three distinct
phases: research design, data collection, and data analysis and reporting. As shown in Figure 3 on the following
page, the entire process would take approximately five to eight weeks from kick-off, though we would be happy
to extend or compress the timeline to best meet your needs. Furthermore, at the conclusion of Phase 3, FM3
would remain available for ongoing consultation and any further analysis and presentation of the research as
needed.
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 9
Figure 3: Dual-Mode Survey Research Phases and Timeline
• Kick-off meeting/confirmation of research specifications
• Review necessary background materials
• Draft, refine, and finalize survey questionnaire
• Finalize sample parameters and order/prep sample
• Translate survey questionnaire
• Program and test survey questionnaire
Phase 1: Research Design (2-3 weeks)
• Send email and text invitations and reminders (as necessary)
• Analyze demographics of online survey respondents
• Initiate and conduct telephone interviews
• Continually review responses and sample quotas
• Begin development of cross-tabulated report structure
Phase 2: Data Collection (1-2 weeks)
• Generate topline survey results
• Generate cross-tabulated results
• Conduct statistical analysis
• Generate PowerPoint presentation of key findings, conclusions, and
actionable recommendations
• Present findings
Phase 3: Data Analysis and Reporting (2-3 weeks)
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Page 10
3 COST PROPOSAL
As is the standard in the polling industry, FM3 does not bill using hourly rates nor by task, but rather by project,
utilizing costs that are informed by the specifications of the research being conducted. For example, our costs for
survey research are informed by factors that include the number of interviews completed, the average interview
length, the interviewing methodology used (dual-mode, telephone, online, intercept, etc.), the type of sample
being utilized (such as all adult residents, all registered voters, likely voters, etc.), and the language(s) in which
interviews are conducted.
Figure 4 contains the total estimated costs for this research. These prices are comprehensive and include all costs
for questionnaire design, sample acquisition and preparation, Spanish translation (phone questionnaire only),
programming, email and text invitations, survey hosting, bilingual telephone interviewing, data entry and analysis,
and reporting. If the City wishes to offer online interviews in Spanish, there will be an added translation fee of
$1,000.
Figure 4: Survey Costs
Survey Length Cost (N=400)
15 minutes $28,500
20 minutes $32,000
Because it is part of FM3’s standard practice to remain available to our clients following our final presentation of
results, it is not necessary to provide hourly billing rates for additional services.
4 CONTACT INFORMATION
Thank you for taking the time to review our proposal. Please feel free to contact us with any questions.
Curt Below
Partner & COO
Curt@FM3Research.com
(510) 451-9521
Docusign Envelope ID: 25BE81E2-EEC6-405E-B0FB-754491C50EEB
Certificate Of Completion
Envelope Id: 25BE81E2-EEC6-405E-B0FB-754491C50EEB Status: Completed
Subject: DocuSign: PSA with FM3 for Survey Research on Potential November 2026 Revenue Measure(s)
Source Envelope:
Document Pages: 34 Signatures: 5 Envelope Originator:
Certificate Pages: 5 Initials: 4 Walter Gonzalez
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
111 Morphew St
San Rafael, CA 94901
Walter.Gonzalez@cityofsanrafael.org
IP Address: 199.88.113.8
Record Tracking
Status: Original
12/19/2025 12:32:14 PM
Holder: Walter Gonzalez
Walter.Gonzalez@cityofsanrafael.org
Location: DocuSign
Signer Events Signature Timestamp
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2600:1700:9750:3df0:70aa:a59d:c5bb:fe81
Sent: 1/7/2026 4:20:30 PM
Viewed: 1/7/2026 4:20:49 PM
Signed: 1/7/2026 4:21:02 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Paul Navazio
Paul.Navazio@cityofsanrafael.org
Finance Director
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:645:b01:9490:95bb:8258:7515:ef30
Sent: 1/7/2026 4:20:30 PM
Resent: 1/14/2026 9:47:39 AM
Resent: 1/21/2026 10:07:32 AM
Resent: 1/23/2026 3:32:55 PM
Resent: 1/23/2026 3:34:03 PM
Viewed: 1/23/2026 4:39:07 PM
Signed: 1/23/2026 4:40:22 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Paul Navazio
Paul.Navazio@cityofsanrafael.org
Finance Director
City of San Rafael
Signing Group: Finance
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:645:b01:9490:95bb:8258:7515:ef30
Sent: 1/23/2026 4:40:24 PM
Viewed: 1/23/2026 4:41:46 PM
Signed: 1/23/2026 4:41:46 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Curtis Below
Curt@fm3research.com
Partner & COO
FM3 Research
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 150.252.241.11
Sent: 1/23/2026 4:41:49 PM
Viewed: 1/26/2026 12:04:02 PM
Signed: 1/26/2026 12:04:13 PM
Electronic Record and Signature Disclosure:
Accepted: 1/26/2026 12:04:02 PM
ID: fa373ce6-b6e9-4a59-bdc7-53b4e18bc581
Signer Events Signature Timestamp
Richard Bernard
Bernard@FM3research.com
Partner
FM3 Research
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 172.91.183.169
Sent: 1/26/2026 12:04:17 PM
Viewed: 1/26/2026 2:29:40 PM
Signed: 1/26/2026 2:30:28 PM
Electronic Record and Signature Disclosure:
Accepted: 1/26/2026 2:29:40 PM
ID: 6299fb53-2763-40cb-a596-54c0fd6c57d0
Andrea Visveshwara
Andrea.Visveshwara@cityofsanrafael.org
Chief Assistant City Attorney
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 1/26/2026 2:30:30 PM
Viewed: 1/27/2026 4:11:52 PM
Signed: 1/27/2026 4:12:27 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Heather Davis
Heather.Davis@cityofsanrafael.org
Risk Manager
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:205:4b01:1550:2d3d:6426:cb15:6473
Sent: 1/26/2026 2:30:31 PM
Viewed: 2/3/2026 2:34:19 PM
Signed: 2/3/2026 2:34:26 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Cristine Alilovich
Cristine.Alilovich@cityofsanrafael.org
City Manager
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 67.54.192.183
Signed using mobile
Sent: 2/3/2026 2:34:29 PM
Viewed: 2/8/2026 8:16:15 AM
Signed: 2/8/2026 8:16:22 AM
Electronic Record and Signature Disclosure:
Accepted: 8/8/2025 5:50:59 PM
ID: 92734b64-c5dc-4308-af7f-b0f4b9ffd306
Lindsay Lara
Lindsay.Lara@cityofsanrafael.org
City Clerk
City of San Rafael
Signing Group: City Clerk
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 2/8/2026 8:16:24 AM
Viewed: 2/11/2026 12:41:36 PM
Signed: 2/11/2026 12:41:42 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Editor Delivery Events Status Timestamp
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Using IP Address:
2600:1700:9750:3df0:70aa:a59d:c5bb:fe81
Sent: 12/22/2025 11:19:13 AM
Resent: 12/29/2025 12:36:38 PM
Resent: 12/29/2025 4:17:59 PM
Resent: 1/2/2026 11:33:52 AM
Resent: 1/5/2026 9:42:06 AM
Resent: 1/6/2026 4:06:57 PM
Resent: 1/7/2026 1:48:26 PM
Viewed: 1/7/2026 4:09:11 PM
Completed: 1/7/2026 4:20:29 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 12/22/2025 11:19:13 AM
Envelope Updated Security Checked 1/7/2026 10:44:54 AM
Envelope Updated Security Checked 1/7/2026 4:20:29 PM
Envelope Updated Security Checked 1/7/2026 4:20:29 PM
Envelope Updated Security Checked 1/7/2026 4:20:29 PM
Envelope Updated Security Checked 1/7/2026 4:20:29 PM
Envelope Updated Security Checked 1/7/2026 4:20:29 PM
Certified Delivered Security Checked 2/11/2026 12:41:36 PM
Signing Complete Security Checked 2/11/2026 12:41:42 PM
Completed Security Checked 2/11/2026 12:41:42 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of San Rafael (we, us or Company) may be required by law to provide to you certain written
notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures
electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure
(ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and
signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us.
You will have the ability to download and print documents we send to you through the DocuSign system during and
immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a
limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to
send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may
request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us
that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your
decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and
disclosures electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can
complete certain steps in transactions with you and delivering services to you because we will need first to send the
required notices or disclosures to you in paper format, and then wait until we receive back from you your
acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the
DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from
us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you
through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents
that are required to be provided or made available to you during the course of our relationship with you. To reduce the
chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and
disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the
disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with
this process, please let us know as described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact City of San Rafael:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies
of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as
follows: To contact us by email send messages to: city.clerk@cityofsanrafael.org
To advise City of San Rafael of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you
must send an email message to us at city.clerk@cityofsanrafael.org and in the body of such request you must state: your
Electronic Record and Signature Disclosure created on: 5/22/2025 12:46:43 PM
Parties agreed to: Curtis Below, Richard Bernard, Cristine Alilovich
previous email address, your new email address. We do not require any other information from you to change your email
address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
To request paper copies from City of San Rafael
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically,
you must send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email
address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of San Rafael
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box
indicating you wish to withdraw your consent, or you may;
ii. send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email, full name,
mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions may take a longer time to
process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system
requirements are found here: https://support.docusign.com/guides/signer-guide-signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically
To confirm to us that you can access this information electronically, which will be similar to other electronic notices and
disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on
paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to
an email address where you will be able to print on paper or save it for your future reference and access. Further, if you
consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-
box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and
Disclosure to a location where you can print it, for future reference and access; and
Until or unless you notify City of San Rafael as described above, you consent to receive exclusively through
electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required
to be provided or made available to you by City of San Rafael during the course of your relationship with City of
San Rafael.