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HomeMy WebLinkAboutRESPONSE - RFP - P 848A Proposal to Conduct an WO Public Opinion Survey in Response to RFP Number P-848 Submitted to the City of Fort Collins, CO Attention: James B. O'Neill II 215 N. Mason Street, 2nd Floor Fort Collins, CO 80522-0580 970-221-6775 by ETC Institute 725 W. Frontier Circle Olathe, KS 66061 Contact: Chris Tatham at (913) 829-1215 July 10, 2002 Closing Time: 3:00 p.m. Firm Experience • A regional transportation survey was administered to residents of the greater Wichita area for the Kansas Department of Transportation. Project Manager: Chris Tatham. • a regional transportation survey was administered to travelers in the Jacksonville Urban Area MPO for the North Carolina Department of Transportation. Project Manager: Chris Tatham. • a regional transportation survey was administered to travelers in Montgomery County, Kansas, for the Kansas Department of Transportation. Project Manager: Chris Tatham. Cities Most Frequently Visited By Clark County Residents on a Typical Weekday by percentage of all Clark County household trips that ended in the cities listed Jeffersonville 31 % Clarksville 21 % Louisville 11% Charlestown 11%i Sellersburg $°�o New Albany122% $% Henryville Bordeni 0% 5% 10% 15% 20% 25% 30% 35% Source: KIPOA Regional Household Travel Survey (ETC Institute, Fail 2000) • a household travel survey was administered to residents who live along I-70 in the Greater Kansas City area for the Missouri Department of Transportation and Mid America Regional Council (the MPO for Greater Kansas City). Project Manager: Chris Tatham. • a regional transportation survey was administered to residents of the Joplin area for the Missouri Department of Transportation and the City of Joplin. Project Manager: Chris Tatham • a series of on -board transit surveys were designed and administered by ETC Institute for Johnson County Transit, Kansas, to gather travel and customer satisfaction data from current riders. Project Manager: Chris Tatham • an origin -destination survey was administered by ETC Institute to travelers along major arterials in Johnson County, Kansas, which is one of the fastest growing counties in the United States. Project Manager: Chris Tatham • a household travel survey was completed by ETC Institute for the Kentuckiana Regional Planning and Development Agency, which is the MPO for metropolitan Louisville, Kentucky. The survey involved the administration of more than 4,400 household travel surveys and an on - site survey of traditionally underserved populations, which included a high percentage of transit users. Project Manager: Chris Tatham. • an extensive statewide household travel survey was conducted for the Missouri Department of Transportation as part of the process to develop a statewide model. Project Manager: Chris Tatham. ETC Institute Firm Qualifications - 4 Firm Experience • a regional household travel survey and an on -site survey of traditionally underserved populations was completed for the North Front Range MPO, which is the regional planning organization for Fort Collins, Greeley, and Loveland Colorado. Project Manager. Chris Tatham. • an on -board transit travel survey was administered by ETC Institute for the Kansas City Area Transportation Authority (KCATA); it involved the completion of more than 6,000 on -board travel surveys. Project Manager: Chris Tatham • a series of on -board transit surveys were conducted for the Kansas City/Wyandotte County, Kansas, Transit System to gather travel and customer satisfaction data from current riders. Project Manager: Dr. Elaine Tatham • an external origin and destination survey was completed by ETC Institute for the Missouri Department of Transportation that encompassed a four -state region of Arkansas, Oklahoma, Kansas and Missouri that involved the completion of more than 15,000 surveys. Project Manager: Chris Tatham • a regional commuter survey was conducted by ETC Institute for the Southern California Association of Governments; the survey was designed to gather commuter travel data and information about transit issues from more than 2,000 residents and employees of the region. • a survey of paratransit users was completed for Johnson County Transit to gather data to improve the way that service is currently provided. Project Manager: Chris Tatham. • a statewide stated preference survey was completed for the Missouri Department of Transportation (MODOT) as part of the State's Long Range Transportation Plan; the survey involved the completion of more than 2,000 surveys and the facilitation of focus groups with more than 600 residents from 28 counties; the focus groups included an emphasis on the recruitment of special interest groups and traditionally underserved populations. Project Manager: Chris Tatham. • a long range transportation survey was administered for the South Dakota Department of Transportation and the City of Sioux Falls; the survey involved the completion of more than 1000 surveys of residents and businesses in the area along with focus groups with traditionally underserved populations. Project Manager: Chris Tatham • a statistically valid survey was administered to gather travel data from residents who live along the US-69 Corridor between Louisburg and Prescott, Kansas for the Kansas Department of Transportation. Project Manager: Chris Tatham ETC Institute Firm Qualifications - 5 Firm Experience • a statistically valid survey was administered to gather travel data from residents who live along the K-4 Corridor northwest of Topeka, Kansas for the Kansas Department of Transportation. Project Manager: Chris Tatham • a statistically valid survey was administered to gather travel data from residents who live along the US-50 Corridor west of Garden City, Kansas for the Kansas Department of Transportation. Project Manager: Chris Tatham • a statistically valid survey was administered to gather travel data from residents who live along the US-54 Corridor in Pratt, Kingman, and Kiowa counties for the Kansas Department of Transportation. Project Manager: Chris Tatham • a statistically valid survey was administered to gather travel data from residents who live along the K-61 Corridor between Hutchinson and McPherson, Kansas for the Kansas Department of Transportation. Project Manager: Chris Tatham • a statistically valid survey was administered to gather travel data from residents who live along the %10/23rd Street Corridor in Lawrence, Kansas for the Kansas Department of Transportation. Project Manager: Chris Tatham • Road Rallies were conducted with more than 500 Kansas residents in each of the six KDOT districts for the Kansas Department of Transportation to gather input from residents about expectations for state highways. Project Manager: Chris Tatham • Road Rallies were conducted with more than 350 Missouri residents in four major cities for the Missouri Department of Transportation to gather input from residents about expectations for state highways. Project Manager: Chris Tatham • three statistically valid surveys were administered to gather travel data from residents, employees, and travelers in the Springfield -Branson Corridor for the Missouri Department of Transportation. Project Manager: Chris Tatham • a statistically valid survey was administered to residents who live along the 1-70 Corridor between Kansas City and St. Louis the Missouri Department of Transportation as part of the Statewide I-70 MIS. Project Manager: Chris Tatham • ETC Institute conducted a long range transit needs assessment survey for the Southern California Association of Governments (the MPO for greater Los Angeles) that involved the completion of more than 2000 surveys of residents and businesses in the area along with focus groups and a series of stakeholder interviews. Project Manager: Dr. Elaine Tatham ETC Instiurte Finn Qualifications - 6 Firm Experience Selected Community Surveys Completed by ETC Institute Between 1999-2001 ETC Institute has completed more than 300 community surveys during the past three years on a wide range of topics including waste water/storm water management, transportation, parks & recreation, public safety (police, fire, ambulance), economic development, education, libraries, arts & culture, voter referendums, public transit, water/electric/gas utilities, health, neighborhood, and other issues. DirectionFinder Survey. ETC Institute manages the results for all citizen satisfaction surveys that have been completed by our firm in a consolidated database, called DirectionFinder. DirectionFinder provides regional and national benchmarks that allow communities to interpret the significance of their customer satisfaction survey results by comparing their results against other communities. Selected community surveys are described on the following pages. DirectionFinder/Citizen Satisfaction Survey DeKalb County (Atlanta), Georgia ETC Institute administered a survey for DeKalb County, Georgia during May 2000. DeKalb County has approximately 650,000 residents and includes the eastern portion of Atlanta. The purpose of the survey was to objectively measure citizen satisfaction with county services and to identify needs among residents of the County. The survey was administered by telephone to a randomly selected sample of households geographically dispersed throughout the County. The overall results for the surveys had a 95% level of confidence with a precision of at least +/- 4%. Major issues that were addressed on the survey included: • Overall satisfaction with the quality of services provided by the County • Services that residents think should receive the most emphasis over the next two years • Overall Image and Quality of Life in the County • Public Safety • Parks and Recreation • County Maintenance • Enforcement of Codes • Perceptions of County leadership • Water, sewer, and sanitation services • County Libraries • County Health Department • Quality of Communication with the Public • Preferred Sources of Communication Overall Satisfaction With County Services by Major Category frvwm.f..o. amp.ns.m.ro .+.a e. p.m.., c s.n.srwtr.cw cumyaf popwrory,..nf:.. sex „ oWao, poiE.R..,.mW.�o. a.x fx WxlYa cuMYwmmswM.rmmns.rvc.. f rix 1EY �WM.ifclMrou CuuRl Meaty O.a picYmn MY 3M DWxram.rom.,..p from coeq.mpa,.« ax znt Duely of C.umY p.a w.pem.O.c.O.. Ol% 2]% EaoRem.nof tougcotlewm.rv�. :jy M% ]Oft Eff.aM—of Co comma on pWk 'PIL NY ssoarac. acoud.o-.xww.yrssa..ONax A w«psr.n.a ryf osa.�+rsrsrpf oww�tsf �ow..s.s.a t+.a Sale: ¢IC h+s. Dfam�FWv AfM i0.tl-dRei CwM fMul ETC Institute Firm Qualifications - 7 Firm Experience Direction Finder Survey City of Kansas City, Missouri ETC Institute administered a survey for the City of Kansas City, Missouri during February 2000 (and again in January 2002). The purpose of the survey was to objectively measure citizen satisfaction with city services and to identify needs among residents ofthe City. The survey was administered by telephone to 1,205 households throughout the City. At least 200 surveys were completed in each of the six city council districts. The overall results of the survey have a 95% level of confidence with a precision of at least +/- 2.9%. The results for each council district have a 95% level of confidence with a precision of at least+/- 7%. Major issues that were addressed on the survey included: • Overall satisfaction with the quality of services provided by the City • Services that residents think should receive the most emphasis over the neat two years • Overall Image and Quality of Life • Public Safety • Parks and Recreation • City Maintenance • Enforcement of Codes • Perceptions of City leadership • Water and sewer services • City Health Department • Quality of Communication with the Public • Preferred Sources of Communication Overact Satisfaction With City Services by Major Category for Cities in the Metro Kansas City Are by pma4pv of nepntleMl W n ft earn u a or S on 5,olnl=W ,I,4a KL 1{T WOKC Ia Aw4 Ilflb We pd., iti. N wmre p2Y asx azx >,x -w w.,a .e..a p0Y wx ipx erx -,ix molt vM': b% 41% 71% 65Y -10% �9 fit• )6% NYK GY 611L -iY Eflb ®01I wm..+srmw ,b,I M sex xx nex iYisi�o all 70% 10% 6M4 DIY .t3,i ETC Institute Firm Qualifications - 8 Firm Experience DirectionFinderlCitizen Satisfaction Survey City of Fort Worth, Texas ETC Institute administered a DirectionFinder survey for the large City of Fort Worth during April 2002. The purpose of this survey was twofold. First, the survey was designed to objectively measure citizen satisfaction with city services. Second, the survey was designed to provide atool for assessing the implementation of the City's strategic plan. An eight -page survey was mailed to a randomly selected sample of 4,500 households in the City of Fort Worth. Approximately five days after the surveys were mailed, residents who received the surveys were contacted by phone. Those who indicated that they had not returned the survey were given the option of completing it by phone. Of the 4,500 households that received a survey,1,247 completed the survey by phone and 618 returned it by mail for a total of 1,865 completed surveys. The results for the random sample of 1,865 households had a 95% level of confidence with a precision of at least +/- 2.6%. There were no statistically significant differences in the responses to the survey based on the method of administration (phone vs. mail). Major findings for this extensive report include issues in the following areas: ■ General resident satisfaction with the overall quality of services provided by the City of Fort Worth. ■ Services that residents think should receive the most emphasis over the next two years. • General resident satisfaction with the overall quality of life in the City. ■ Compared to other large cities, residents were very satisfied with the way Fort Worth is managing growth. ■ Resident satisfaction in the areas of public safety, parks and recreation, customer service, City maintenance, and City communications. ■ Resident ratings of Fort Worth as a place to live and raise children. ■ Capital investments that residents would be most willing to fund with City tax dollars. Other Citizen Surveys Johnson County, Kansas ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 3,000 surveys were completed. The survey results had a precision of at least +/-2% at the 95% confidence interval. ETC Institute Firm Qualifications - 9 Firm Experience City of Columbus/Franklin County, Ohio ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 2,000 surveys were completed. The survey results had a precision of at least +/-2.4% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City. City of Long Beach, California ETC Institute staff conducted over 1,800 mail and phone surveys with a minimum of200 completed surveys in each of the city's nine council districts, as part of this year 2000 long range strategic plan for this community of over 400,000 residents. The surveys were administered in English, Spanish, and Cambodian. Questions on the survey addressed a full -range of strategic planning issues impacting the success of the agency in delivery parks, recreation, and marine related services. Issues addressed included: customer satisfaction with current services and facilities; satisfaction and importance of various parks, recreation, and beach facilities, support for various operations and capital funding strategies, and usage of other services providers. Results from the survey were benchmarked against national averages from other surveys of comparable communities. Extensive cross tabular analysis and breakdowns by demographic factors occurred throughout the strategic planning process. City of Sioux Falls, South Dakota ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 1,000 surveys were completed. The survey results had a precision of at least +/-3.1% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City. City of Glendale, Arizona ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 800 surveys were completed. The survey results had a precision of at least +/-3.5% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City. The survey was administered in English and Spanish. ETC Institute Firm Qualifications - 10 Firm Experience City of Casper, Wyoming ETC Institute designed and administered a survey to gather input from residents about community priorities. Stakeholder interviews were used to design the survey instrument. More than400 surveys were completed. The survey results had a precision of at least +/-4.8% at the 95% confidence interval. City of New Haven, Connecticut ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 600 surveys were completed. The survey results had a precision of at least +/-4% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City. City of Tucson, Arizona ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 1,200 surveys were completed. The survey results had a precision of at least +/-2.9% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City. The survey was administered in English and Spanish. City of Wichita, Kansas ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 600 surveys were completed. The survey results had a precision of at least +/4% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City. City and County of Denver, Colorado ETC Institute designed and administered a survey to gather input from residents about community priorities. Focus groups and stakeholder interviews were used to design the survey instrument. More than 1,200 surveys were completed. The survey results had a precision of at least +/-2.9% at the 95% confidence interval. The sampling plan was designed to ensure that the results could be analyzed by subregions within the City and County of Denver. The survey was administered in English and Spanish. ETC Institute Firm Qualifications - 11 Kansas Department of Transportation Internal Organizational Assessment and External Customer Satisfaction/Priorities Study ETC Institute conducted an extensive statewide survey of Kansas residents to gather input from the public about transportation priorities and to measure the public's level of satisfaction with the transportation services KDOT provides. Nearly 2,000 surveys were conducted across the state. Each survey was 16 pages long and to an average of 26 minutes Firm Experience Customer Satisfaction with Maintenance Activities on State Highways a,Va Wor...waw+. woo m.:.wroakn-"a's m• 61.1Y.w. winsna<w.e wy.u.n.a aam:a can w,n.. ;q, east Maintaining Signs 68% Fudng Guard Rails !w% Bridge Maintenance e1% Snow Removal t:1% Maintaining Lights 7e% Removing Debris ii99 Pavement Markings "' 75% Shoulder Maintenance 7" Roadside Mowing 75% Maintaining Rest Areas sr% Fi>ong Cracks 62%, ®1997 Fi>ang Pat Holes 111111112000 0% 20% 40% 60% 80% 100% Source: ETC Ina40rte Si (Jw ]001) to complete. The sampling plan for the survey was designed so that the results would be scientifically valid for each of the State's transportation districts and areas so that the results could be used by leaders at all levels ofthe organization. The information will be used to help develop a new comprehensive highway program for the State of Kansas and measure the effectiveness of the program over time. ETC Institute also conducted an internal organizational assessment study involved the design and administration of more than 3200 surveys to KDOT employees. The results of the survey are being used to assess KDOT's progress toward the goals and objectives outlined in the Department's strategic management plan. The survey was designed to measure a wide range of issues that influence employee performance and the overall effectiveness of management at all levels of the organization. Twenty-four focus groups were held with KDOT employees throughout the state (3 meetings in each of 6 districts; 6 meetings with employees at the headquarters). ETC Institute is currently developing as training Top 10 Areas of Relative Strength By percentage of respondents who gave strongly positive responses to the statemerds (percentages reflect the sum ofthe rstings'9 and given for each statement) have pride in my work 83% KDOT depends on am ployees to get lob don !79% Know who to refer people to for answers t7% KDOT am ployees are accountable to the public 74 Continuous improvement is im Porten% I feel that I am trusted by my co- orke 7�% 1 am encouraged to take pre of equipmen 731% Important to be responsive to other work units I feel responsible for KDOrs public image 7286 I feel that I am trusted by my superviso 704 0% 20% 40% 60% 80% 100% plan to enable KDOT managers to integrate the information from the surveys into their short and long range plans. ETC Institute Firm Qualifications - 12 Firm Experience Quarterly Customer Satisfaction Survey City of Olathe (KS), Municipal Services Department ETC Institute provides on -going customer satisfaction research services to the City of Olathe Municipal Services Department to objectively assess the organization's performance on a quarterly basis. The Department's annual budget is approximately $28 million dollars and the organization is responsible for providing services to both internal and external customers. Before the survey was developed, ETC Institute worked with Municipal Services managers to identify the goals and objectives for the survey. This was done to ensure that the survey would meet the organization's needs for information in six different areas of service delivery. As part of the survey development process, ETC Institute conducted a series of focus groups and stakeholder interviews with current customers to ensure that the needs and expectations of customers would be fully captured in the survey data. A total of three survey instruments were developed. These surveys are currently administered every three months to collect a wide range of information. One survey is administered by phone; another is administered by a combination of mail and phone, the third survey is accessible via a secured site on the Internet. The survey is administered to approximately 200-400 customers per quarter. The survey is administered during the second month of each quarter and the results are presented to the Department during the third month of the quarter. The results from the three surveys are used to generate performance indices for each of the Department's six areas of service delivery. These indices are used by the Department in two ways. First, the indices are monitored by departmental managers on an on -going basis to assess the impact that new programs have on customer satisfaction and to identify areas of concern before they become problems. Second, the indices are integrated into the Department's activity -based -costing performance model. ETC Institute worked directly with the Department's performance measurement consultant to ensure that the data from the survey could feed the Department's performance measurement model. ETC Institute Firm Qualifications - 13 ETC' ETC INSTITUTE *T &RKETINO EMBE"OH. DEMOGRAPHY STATMTIOAL APPLICATIONS 725 W. PRONTMR CIROLID, OLATHE. HANSAS 66061 (913) 829-1215 FAM (913) 829-1591 July 8, 2002 James B. O'Neill II, CPPO City of Fort Collins Purchasing Division 215 North Mason Street, 2nd Floor Fort Collins, CO 80524 (970)221-6775 Dear Members of the Selection Committee: ETC Institute is pleased to submit a proposal to conduct an MPO Public Opinion Survey for the City of Fort Collins and the North Front Range MPO. We are submitting ten copies in response to your Firm Overview ETC Institute is a fixll-service market research firm based in the Kansas City area. ETC Institute was founded in 1982 and currently has more than 50 full and part-time employees, including seven senior professionals with graduate level degrees. Our firm specializes in the design and administration of transportation surveys for state and local governmental organizations. ETC Institute is one of the nation's leading market research firms with regard to the design and administration of large scale citizen surveys and focus groups. During the past two years, ETC Institute designed and administered surveys to more than 240,000 residents for clients in 35 states. Since 1999, ETC Institute has administered numerous surveys for large cities and counties, including Denver, St. Louis, Fairfax County (VA), Tucson, Kansas City, Nashville, Tulsa, Wichita, Colorado Springs, Norfolk, Mesa, Columbus, DeKalb County (GA), Fort Lauderdale (FL), Fort Worth (TX), and many others. ETC Institute conducted the 2001 Household Travel Survey for the North Front Range MPO. Page 1 Firm Experience Stormwater Community Planning Survey Northeast Industrial District (metropolitan Kansas City, MO) ETC Institute administered a stormwater planning survey for the Northeast Industrial District (NEID) during the fall of 2001. The purpose of the survey was to objectively gather input from residents and businesses in the Northeast Industrial District watershed in order to plan stormwater improvements in the area In November 2001, ETC Institute mailed a survey to a random sample of 1,000 households and businesses in the Northeast Industrial District watershed. A few days after the surveys were mailed, ETC Institute made follow-up phone calls to those who received the survey to encourage participation. Households and businesses that indicated they had not returned the survey by mail were given the option of completing it by phone. Of the 1,000 households and businesses that received the survey, 128 returned the survey by mail and 272 completed the survey by phone for a total of 400 completed surveys (a 40% response rate). There were no statistically significant differences in the responses based on the method of administration (phone vs. mail). The survey results were statistically representative of all households and businesses in the Northeast Industrial District watershed with a precision of at least +/- 4.9% at the 95% level of confidence. Stormwater Management Citizen Survey Johnson County, Kansas ETC Institute, in association with Black and Veatch, conducted a survey of residents during September 2000 to gather input about issues related to stormwater management in Johnson County, Kansas. Residents were asked their opinions about the following: • Importance of various considerations that may impact how the County regulates growth and development along streamways in Johnson County ■ Level of support for various initiatives that could be considered by the County ■ Whether the development of homes, schools, and businesses should be permitted in low lying areas that frequently flood ■ Whether residents think it is worthwhile to spend public funds to protect heavily vegetated areas along streams from development ■ Whether residents would be willing to pick up trash along streamways near their homes ■ Perceived impact that various types of development would have on the community The survey was mailed to a random sample of 2,800 households in Johnson County. A few days after the surveys were mailed, those who received the surveys were contacted by phone to encourage participation. Of the 2,800 households that received the survey, 1,203 completed the survey for a 43% response rate. The sample was designed to ensure that statistically valid data was obtained for each of the seven major areas in the County. The overall results had a 95% level of confidence with a precision of at least +/- 2.8%. The results for each sub -area of the County had a 90% level of confidence with a precision of at least +/- 8%. ETC Institute Firm Qualifications - 14 Firm Experience American Water Works Association Research Foundation Impact of Communication on Customer Satisfaction Among Local Water Utility Customers During 2000, ETC Institute administered more than 5,000 surveys and conducted focus group sessions in the communities of Mesa, Arizona; Calgary, Alberta, Canada; Bridgeport, Connecticut; Kansas City, Missouri; and Woodinville, Washington. A total of three demographically targeted focus groups were held in each ofthe communities, one each for women, men, and senior adults. A fourth focus group composed of minority participants was held in Bridgeport, Kansas City, and Mesa. A fifth focus group composed of parents was held in Calgary and Woodinville. The focus groups were conducted over a two-day period in each of the communities. Participants were recruited at random from the utility's service area. The focus groups were held in the morning, noon hour and evening to encourage maximum participation. Each ofthe focus group sessions lasted 90 minutes. The target attendance for each focus group was 10 attendees, with a minimum target of 8 attendees. The average attendance at the focus groups was 10 persons, for a total of202 attendees. ETC Institute was responsible for all tasks including site selection, recruitment, moderator script development, facilitation of the meetings, and a report. The primary purpose of the study was to: • identify the core beliefs/expectations that water utility customers have about their water utility. • identify the service characteristics and attributes that are most important to water utility customers. • determine how customer attitudes about the water utilities are shaped by the types of contact they have with their water utility and the media. • identify which types of information are most likely to positively impact customer satisfaction with their water utility. • identify which methods of communication are best for conveying information to different demographic audiences. ETC Institute Firm Qualifications - 15 Firm Experience Jefferson City School District, Jefferson City, Missouri ETC Institute conducted a survey of registered voters in Jefferson City, Missouri during February 2002 to gather input from voters about a tax levy issue for the Jefferson City School District that would be decided at the April 2002 election. The survey was administered by phone to a random sample of 404 voters in Jefferson City. The overall results had a 95% level of confidence with a precision of at least +/- 4.9%. This study found that it would be very important to mount an effective campaign during the final weeks before the election. The study recommended that the campaign should be designed to encourage maximum voter participation by the following demographic groups: ■ Persons with children in Jefferson City Public Schools ■ Persons who live in households where at least one person is employed by Jefferson City Public Schools ■ Persons age 34-54 years ■ Persons who have voted in an election during the previous 18 months The study also found that the campaign should strongly emphasize the following messages: ■ Jefferson City teachers are among the lowest paid teachers in Missouri; the emphasis should be on the inadequacy of teacher salaries rather than on the need for higher salaries for administrators and other staff. ■ Good public schools are important to the local economy and economic development in Jefferson City. Voters approved the bond issue in April 2002. 2001 Annual Air Quality Awareness Survey Mid -America Regional Council During the fall of 2001, ETC Institute conducted its Annual Air Quality Survey for the Mid - America Regional Council. Residents in the metropolitan Kansas City area were surveyed as part of an ongoing effort to measure the impact that air quality education efforts have had on the public's overall awareness and behavior towards air quality issues. The Annual Air Quality Survey provides a benchmark for objectively evaluating the sustained impact of air quality education. The survey was administered by mail with follow-ups by telephone to a randomly selected sample of 606 Kansas City area residents. The overall results had a 95% level of confidence with a precision of at least +/- 4 %. Residents were asked questions about the following air quality issues: • Kansas City's air pollution levels as compared to EPA standards ■ Knowledge about Kansas City Ozone Alert Days ■ Action towards Kansas City Ozone Alert Days ■ Action towards overall air pollution in the Kansas City Metropolitan Area ■ Identification of air quality promotional materials in the area ETC Institute Firm Qualifications - 16 Firm Experience Community Input on Budget Priorities Unwed Govemment of Kansas City and Wyandotte County, Kansas During April 2002, ETC Institute conducted a series of focus groups and a community survey to gather input from residents and Chamber members about budget priorities for the Unified Government. The research focused on the Unified Government's General Fund, which includes funding for police, fire, parks and recreation, code enforcement, streets, stormwater, public transportation, and other items. ETC Institute conducted a total of five focus groups: four were conducted with a randomly selected group of residents from Wyandotte County, and one was conducted with senior managers from organizations in Wyandotte County that belong to the Kansas City, Kansas Area Chamber of Commerce. A total of 58 persons participated in the focus groups (44 residents and 14 chamber members). The focus groups were used to accomplish two major objectives. First, they were used to develop a statistically valid community survey; second, they were used to better understand how residents would set funding priorities if they were given information about the way the Unified Government's General Fund is currently spent. ETC Institute also then designed and administered a statistically valid survey by phone to a random sample of 613 residents in Wyandotte County. The overall results of the survey had a 95% level of confidence with a precision of at least +/- 4%. The survey was used to quantify the number of residents who think the Unified Government should increase or decrease the level of service in various areas and to identify which services residents consider to be most important. The Kansas City, Kansas Area Chamber of Commerce administered a similar survey to members. The results of the Chamber survey were compiled by the Unified Government and are included with this report. The results of both surveys showed that residents and Chamber members generally share similar views about budget priorities for the Unified Government. ETC Institute Firm Qualifications - 17 Resumes of Key Personnel Christopher E. Tatham Senior Executive Vice President Resumes ofKey Personnel ETC Christopher E Tatham is one of the nation's leading authorities on the development of statistically valid, community -based, market research for state and local governments. During the past ten years, he has designed and implemented community -based customer satisfaction research initiatives for more than 100 governmental agencies in 34 different states. Chris has superior skills for planning and coordinating complex tasks that are required for the successful administration of comprehensive community input programs. During the past year alone, he managed more than $2 million dollars worth of research projects. He is a highly skilled interviewer and facilitator. His experience includes interviews with foreign cabinet members, Heads -of -State, ambassadors, and numerous leaders at all levels of government and business in the United States, Mexico, and Canada. His communication skills (both English and Spanish) are excellent and he is extremely successful at getting quality feedback. He has facilitated more than 200 focus groups and 400 stakeholder interviews. Recent presentations and talks given by Mr. Tatham to regional and national audiences during the past year include: ➢ "Identifying Strategies for Passing Voter Referendums" (Carolina School of Governments - Charlotte, NC) ➢ "How to Increase Customer Satisfaction with Effective Communication," (American Waterworks Association Research Foundation — New Orleans, LA and Washington, D.C.) ➢ "How Municipal Departments Can Implement Effective Customer Satisfaction Programs on a Limited Budget," (Government Training Institute of Kansas and Missouri) ➢ "Benchmarking Citizen Satisfaction with the Delivery of Governmental Services" (Mid America Regional Council - Kansas City, MO). ➢ "flow to Design and Implement Effective Community Surveys," (National Association of Counties Annual Conference, New Orleans, LA ➢ "How to Use Community Surveys to Enhance Perceptions of Local Governmental Organizations," (City and County Communications Association, Kansas City, MO) ETC Institute Resumes - 1 Resumes ofgey Personnel BRIEF DESCRIPTIONS OF RELATED PROJECTS • Developed and implemented ETC Institute's DirectionFinder Survey which allows governmental organizations across the United States to objectively assess community priorities and citizen satisfaction against regional and national benchmarks for a wide range of local governmental services. • Developed and implemented a resident survey and employee survey for the City of Fort Lauderdale, Florida, which allows the City to objectively assess its performance regarding the implementation of its strategic management plan. • Facilitated a resolution for the Board of County Commissioners in Johnson County, Kansas, related to an annexation dispute between the City of Overland Park and the unincorporated community of Stillwell. • Managed a regional household travel survey of residents in the five -county metropolitan Louisville area for the Kentuckiana Regional Planning and Development Agency. The survey involved having more than 9,500 randomly selected persons keep travel diaries for a 24-hour period. The data will be used to update regional travel demand models. • Managed a large international customer satisfaction research project for the American Waterworks Association Research Foundation (AWWARF) that involved, the design and administration of more than 5,000 surveys and 70 focus groups in five metropolitan areas in North America, including Seattle, Phoenix, Kansas City, Calgary-, and Bridgeport. • Designed and implemented a large scale data collection initiative to assess the feasibility of developing International Trade Processing Centers in the Central United States for the U.S. Department of the Treasury. The project involved gathering detailed economic data from thousands of businesses in an eight -state region to support the development of economic and transportation models. Customer Satisfaction/Community Surveys Designed for Clients w/uonulations > 100,000 • Colorado Springs (CO) • Long Beach (CA) • Columbus (OH) • Mesa (AZ) • DeKalb County (GA) • Denver (CO) • Des Moines (IA) • Fairfax County (VA) • Fort Worth (TX) • Henderson (NV) • Johnson County (KS) • Kansas City (MO) • Olathe (KS) • Overland Park (KS) • Pasadena (CA) • St. Louis County (MO) • Tempe (AZ) • Tucson (AZ) • Tulsa (OK) • Wichita (KS) ETC Institute Resumes - 2 Resumes of%v Personnel EDUCATION: M.B.A. Kansas State University, Management, graduated first in class B.A. Princeton University, N.J. Political Science/Economics, graduated magna cum laude Other Princeton University, N.J., Certificate of Proficiency in Latin American Studies CURRENT ASSIGNMENT Senior Executive Vice President and Director of Operations for ETC Institute. Mr. Tatham is currently a senior manager for a 52-person, market research firm that specializes in the design and administration of customer satisfaction research for governmental, nonprofit, and private organizations. Areas of emphasis include: transportation, planning and zoning, parks and recreation, public safety, and utilities. Under his leadership as Director of Operations, the company's sales have increased by more than 1100% since 1996. The company was recently selected as one "One of the Best Places to Work in Kansas City" by the Kansas City Bush7ess Ioumal. ETC Institute also received the prestigious "Top 10 Small Businesses in Greater Kansas City" award from the Greater Kansas City Chamber of Commerce; the fum was selected from more than 1700 nominees. PROFESSIONAL AWARDS AND COMMUNITY INVOLVEMENT • Chair of the Citizen for Parks Sales Tax Initiative that resulted in the passage of a multimillion voter referendum for parks and recreation improvements • Strategic Planning Committee, City of Olathe, Kansas • Board of Directors, Olathe Chamber of Commerce • Parks and Recreation Board, City of Olathe, Kansas • Convention and Visitors Bureau of Olathe, Kansas • Precinct Committeeman, Johnson County ETC Institute Resumes - 3 Ron Vine Vice President Resumes of Key Personnel ETC For more than 25 years, Ron has strategically involved citizens and clients into decision making processes that effect their lives, with these efforts resulting in over $400 million offunded projects for a wide range of public and non-profit projects, including community comprehensive plans, transportation plans, community and organizational strategic plans and visioning, parks and recreation master plans; non-profit and association strategic plans, utility studies, and others. Ron is skilled in both the use of quantitative phone and mail survey research efforts and as a facilitator forfocus groups and stakeholder interviews. He has more than 10 years experience as a project manager, in a wide range of governmental, non-profit and private sector planning and management studies. He has been the project manager for market research assignments in over 30 states, with public sector clients ranging in size up to over 1 million populations. Prior to starting work as a private consultant in 1989, Ron worked for 15 years in a series of high level governmental administrative positions, including serving as the ChiefAdministrative Officer for the City of Topeka, Kansas where he managed a work force of over 1,200 municipal employees as well as an operations and capital budget in excess of $200 million. In this position, Ron was one of the first municipal officials in the country to embrace the development of public/private and non-profit partnerships, and the establishment of creative funding strategies such as public foundations as a tool for addressing community needs. Ron's unique experience in the public, non-profit, and private sectors have proven to be of tremendous benefits to his clients. Ron has considerable experience conducting quantitative and qualitative research for large scale planning studies involving other design, planning and economics consultants. He is a recognized expert in the financial operations of public governments and non -profits and is particularly skilled in the development of innovative public private partnerships to provide needed customer services, while reducing the tax costs to construct and operate facilities. RELATED PROJECT EXPERIENCE • Project Manager for the City of Denver's Parks and Recreation Citizen Survey (2001) • Focus groups, stakeholder meetings, and phone survey for American Waterworks Association Research Foundation (2001) • Focus groups, stakeholder meetings, and phone/mail survey for the City of Aurora, Colorado (1999) • Focus groups and stakeholder interviews for Iowa City Public Library (2000) • Focus groups and stakeholder interviews for Price Towers Art Museum (1999) ETC Institute Resumes - 4 Resumes ofgey Personnel Related Project Experience (Continued) • Focus groups, stakeholder interviews, and phone survey for social service agency in Rock Island, Illinois (2001) • Focus groups for Missouri Department of Transportation (2000) • Focus groups, stakeholder interviews, and survey for Claremont, New Hampshire. (2001) • Phone and mail survey for City of Columbus, Ohio (2001) • Stakeholder interviews for Kansas City Lyric Opera (2001) • Focus Groups and phone survey for Kansas Department of Transportation (2000) • Vision Development for Center for Assistive Technology, Kansas City, Missouri (2000) • Vision Development and organizational survey for National -Intramural and Recreational Sports Association (2000) • Phone and mail survey for Henderson, Nevada (2000) • Phone survey for South Burlington, Vermont (2001) • Strategic Plan for Topeka Railroad Days, (1996) • Focus Kansas City Strategic Plan (1997) • Strategic Plan and survey for St. Charles County, Missouri (1997) Recent Survey Research and Focus Group Projects • Columbus (OH)** • Johnson County (KS) ** • Tempe (AZ) • DeKalb County (GA) ** • Kansas City (MO) ** • Norfolk (VA) ** • Wichita (KS) ** • Denver (CO) ** • Peoria (AZ) • Aurora (CO) ** • Dupage County (IL) ** • Brunswick (MA) • Columbia (MO) • Rock Island (IL) • New Haven (CT) • Calgary (Alberta, Canada) • Glendale (AZ) ** • South Burlington (VT) • Mesa (AZ) ** • Des Moines (IA) ** "indicates that the City or County is among the 100 largest communities in the United States EDUCATION: Master of Science in Public Administration. University of Illinois 1975 Bachelor of Science: Major: History; Minor; Psychology University of Illinois, 1973 ETC Institute Resumes - 5 ETC Institute has a new research center equipped with a high-speed call center, state-of-the-art focus group facilities, and a mail processing center capable of processing more than 30,000 pieces of mail per day. ETC Institute also has extensive capabilities for the administration of surveys in Spanish and other languages. ETC Institute was recently selected as one of the "Top 10 Small Businesses in the Kansas City Area" by the Greater Kansas City Chamber of Commerce for our commitment to customer satisfaction, quality, and innovations in the field of market research, particularly with regard to our extensive database for benchmarking citizen satisfaction with the delivery of local governmental services. More than 1,700 firms in the metropolitan Kansas City area were nominated for the honor. The Kansas City Business Journal recognized ETC Institute as "One of the Best Places to Work in Greater Kansas City" for our commitment to workforce diversity. Each of ETCInstitute's professionals identified in the proposal will be available for the duration of the project. If ETC Institute is selected, you will be assured that our firm's best people will be leading this project on a daily basis. Closing As project manager, I will work very closely with you to ensure that this project succeeds. No firm will be more committed and dedicated to your success than ETC Institute. Our team approach to project management involves close interaction among our senior researchers, surveyors, and data entry professionals. This interaction has helped us build a corporate culture that is respected for the quality of our work. Clients in 35 states can attest to our commitment and attention to customer satisfaction. We hope that you will take time to contact the references we have provided in Section 4 of this proposal We appreciate your consideration of our proposal and look forward to your decision. If you have any questions, please do not hesitate to call me at (913) 829-1215. Sincerely, Christopher E. Tatham Vice President ctatham@etcinstitute.com Page 2 Dr. Elaine Tatham President Resumes of Key Personnel ETC Elaine Tatham is president and 100% owner of ETC Institute, a management consulting firm that does consulting with a focus on evaluation, research design, market research, information management, statistical applications, and analysis. She has both the experience and academic credentials to design of customer satisfaction research, monitor the research, and make a final assessment of the results. She was a member of the Olathe Planning Commission for almost ten years and served as chair of the commission. She is a member of the Board of Directors for Olathe Medical Center and currently serves a chair of the patient satisfaction committee. She has been instrumental in the design and successful administration of patient satisfaction surveys for several health related organizations. She is a certified management consultant through the Institute of Management Consultants (New York City). She is an adjunct lecturer in the University of Kansas graduate Engineering Management program Her specialties include operations research, forecasting, and system simulation for management decision -making. Elaine Tatham was a Profile feature on the front page of the July 17, 1992 Kansas City Business Journal. She has been the Olathe "Woman of the Year" and received the John T. Barton award for service to the Olathe Community (including almost 10 years as a planning commissioner.) She gave a talk "Know Your Market" at the first Transportation Management Summit sponsored by the TMA Council of the Association of Commuter Transportation with the support of the Federal Highway Administration, Federal Transit Administration, and U. S. Department of Energy. Williamsburg, Virginia, November 1992. She returned to the second meeting held in Pahn Springs STRENGTHS ■ She has extensive experience in designing research tools in formats that encourage respondent participation ■ She has managed more than 500 research projects across the United States ■ She has unsurpassed experience in the field of developing and applying performance measurements. She developed the data collection methodology that is used for the "report card" that is published annually by Partnership for Children, one of the Midwest's leading children's advocacy groups. ETC Institute Resumes - 6 Resumes ofKey Personnel EDUCATION: Ed.D University of Kansas, 1971, Educational and Psychological Research M.A. University of Kansas, 1960 Mathematics B.A. Carleton College, 1958 Mathematics PROFESSIONAL EXPERIENCE: 1982 — ETC Institute, Olathe, Kansas, President and Owner. Senior executive ofa company that provides management consulting services including marketing research, demography, information management, statistical applications, strategic planning, forecasting, simulation, and operations research for management decision -making. Focus is on the acquisition and display ofinformation for management decision -making. Clients include businesses, public school systems, colleges, vocational technical schools, governmental units, and not -for -profit agencies. MEMBERSIHPSBOARDS/PROFESSIONAL GROUPS: ■ Olathe Medical Center Board of Trustees, member. ■ National Association of Women Business Owners, member. ■ Institute of Management Consultants (New York City), certified management consultant. ■ Mathematical Association of America; served as president of the Kansas Section from 1979-80. Wrote a history of the section while president. ■ City of Olathe, KS, Planning Commission, 1982 to 1992; served as chair 1987-88; Growth Management Committee, 1992. ■ Mid -America Regional Council: Urban Core Growth Strategies Committee (1991-92). ■ Citizens' Advisory Committee to the Kansas City Power & Light Company (1982-1990); served as chair. SELECTED TALKS/TASK FORCES: ■ Mid -America Regional Council's Census Tract Committee for 1980 and also for 1990. ■ A Computer Model for Demographic Projections, Conference on Population Projections and Related Futures sponsored by the Ontario Institute for Studies in Education, Toronto, Ontario, 1974. ■ Simulation in the Graduate Engineering Management Classroom. Portland International Conference on Management of Engineering and Technology in cooperation with the Japan Society for Science Policy and Research Management and the IEEE Engineering Management Society. October 30, 1991. ETC Institute Resumes - 7 Scope of Work NFRMPO Survey Services Scope of Work Overview It is our understanding that the North Front Range Metropolitan Planning Organization (NFRMPO) is seeking the assistance of a market research firm to design and administer a statistically valid survey to residents of Weld and Larimer counties in areas that comprise the NFRMPO. The purpose of the survey is to assess the attitudes and opinions of residents concerning the following: ► transportation issues in general ► regional transportation needs ► mode use ► perceptions of regional transit programs ► preferred methods of funding transportation infrastructure and services in the region. Guiding Principles ETC Institute has helped dozens of state and local governmental agencies use statistically valid survey data as a guiding force in identifying and meeting the needs of residents. For example, ETC Institute has been working with the Kansas Department of Transportation (KDOT) for many years. The results of our research have been used as the basis for building coalitions among KDOT managers, special interest groups, and others to support a multi -billion dollar, comprehensive transportation program than was adopted by the Kansas Legislature in 1999. On- going resident surveys continue to be used by KDOT to measure the Agency's progress toward achieving the goals and objectives outlined in the organization's Strategic Management Plan. It is our intent to work with NFRMPO Staff to develop and implement a research process that adheres to the following principles: • Continuity. We intend to design a research process that will allow data from previous surveys to be used as benchmarks for assessing current and future performance. ETC Institute's experience with the design and administration of the NFRMPO's 2001 Household Travel Survey will provide a solid foundation for the development of this survey to ensure that the research process meets the goals and objectives of the project. • Strategic Value. In order for community survey research to be used as a powerful tool in decision -making, community leaders must see value in the results. The type of ETC Institute (2002) Scope - 1 NFRMPO Survey Services Scope of Work information gathered must meet the informational needs of decision makers in the region and be presented in a manner that causes decision -makers to use the data as part of their decision -making process. If the survey results have strategic value, they will inherently become part of the process for setting short and long-term priorities. • Benchmarks. Since the results of the survey will be used to help guide decisions over time, the survey instrument and data analysis methodology should be designed in a manner that will generate objective benchmarks that can be used to objectively assess changes in transportation needs from one year to the next. Our proposed scope of work is provided on the following pages. Optional services, such as stakeholder interviews, focus groups, and a supplemental trip rate survey are also described. Major Tasks In order to accomplish the objectives of this project, ETC Institute recommends the following approach to the design and administration of the community survey. 1.1 Designing the Survey Instrument Upon being selected for the project, ETC Institute will review prior transportation surveys that have been administered by organizations in the region. During the first week of the project, ETC Institute will meet with members of the steering committee to ensure that all members of the consulting team and the steering committee have the same understanding of the goals and objectives for the project. At this meeting, major issues will be identified, details of the research design strategy will be discussed, and the sampling plan will be finalized. Prior to the initial meeting, ETC Institute will provide NFRMPO staff with samples of community transportation surveys that have been administered by ETC Institute for similar projects (two sample surveys are included with this proposal). These surveys will serve as the basis for developing a survey that is tailored to the needs of the NFRMPO. A few days after the initial meeting, ETC Institute will present the NFRMPO with a first draft of the survey instrument. It is anticipated that 2-3 drafts of the survey will be prepared before the survey is approved by the NFRMPO. If time and budgetary constraints permit, ETC Institute would recommend the use of stakeholder interviews and/or focus groups as part of the process for designing the survey instrument. ETC Institute (2002) Scope - 2 NFRMPO Survey Services Scope of Work • Optional Stakeholders Interviews. Based on issues identified at the initial planning meeting, our team will design and administer a short open-ended interview to be administered to stakeholders from throughout the two -county region. The interviews would be conducted with a wide range of stakeholders, including, but not limited to, local elected officials and staff, business leaders, economic development interests, regional and local planners, environmentalist, lobbyists, transit operators, and others who may influence regional transportation priorities and funding decisions. Gathering input from stakeholders accomplishes two major objectives. First, it ensures that most of the issues that are important to decision makers in the region are addressed early in the study. Second, it involves the decision makers in the research process which significantly increases the likelihood that they will support the results and recommendations of the survey. After the stakeholder interviews are completed, ETC Institute will meet with members of the steering committee to discuss the results of the interviews. The steering committee and consultant team will use this information to develop the content of the survey. • Optional focus groups. ETC Institute would work with NFRMPO staff to design and moderate up to four groups with residents from across the region. One focus group would be conducted in each of the four subregions (Fort Collins, Greeley, Loveland, and areas outside these three cities). The focus groups would be used to accomplish the following objectives: ■ involve "hard -to -reach" populations (i.e., environmental justice groups) in the survey development process. identify the major concerns that residents have about transportation issues. understand how subregional differences may impact responses to the survey. 1.2 Determining the Appropriate Sample Size. It is our understanding that the NFRMPO wants the results of the survey to be statistically valid for the region as a whole and the following four subregions: the City of Fort Collins, the City of Greeley, the City of Loveland, and areas outside these three cities. Given the population and demographic composition of the region, we have developed four sample sizes for your consideration: • 400 surveys is the absolute MINIMUM sample size recommended for this survey given the goal of having statistically valid data for each of the four subregions described above. The sample would be stratified with 100 completed surveys in each of the four subregions. The overall results for the region would have a precision of at least +/- 5% at the 95% ETC Institute (2002) Scope - 3 NFRMPO Survey Services Scope of Work level of confidence. The overall results for each of the four subregions would have a precision of at least +/- 10% at the 95% level of confidence. • 800 surveys. The sample would be stratified with 200 completed surveys in each of the four subregions. The overall results for the region would have a precision of at least +/- 3.5% at the 95% level of confidence. The overall results for each of the four subregions would have a precision of at least +/- 7% at the 95% level of confidence. • 1200 surveys. The sample would be stratified with 300 completed surveys in each of the four subregions. The overall results for the region would have a precision of at least +/- 2.8% at the 95% level of confidence. The overall results for each of the four subregions would have a precision of at least +/- 6% at the 95% level of confidence. • 1600 surveys. The sample would be stratified with 400 completed surveys in each of the four subregions. The overall results for the region would have a precision of at least +/- 2.5% at the 95% level of confidence. The overall results for each of the four subregions would have a precision of at least +/- 5% at the 95% level of confidence. As the total number of completed surveys increases, the precision of the survey improves, particularly at the subregional level. Cost is a function of two major variables: (1) the length of the survey and (2) the number of completed surveys. ETC Institute will work with NFRMPO staff to find the right combination of these two variables to maximize your investment in our services. Our budget contains the cost for administering a 5-, 10-, 15-, and 20-minute survey. 1.3 Administering the Survey. Target Sample. Although ETC Institute can administer the survey to an entirely new, randomly selected sample of residents, we recommend that the NFRMPO consider the option of administering this survey to some or all of the households that participated in the 2001 Household Travel Survey. Since the 2001 Household Travel Survey was administered to a stratified random sample of households that possess the same sampling characteristics requested in this RFP, it would be possible to draw a statistically valid sample for this survey from the households that participated in the 2001 Household Travel survey. By administering the survey to some or all of the same households, the database for this survey could be linked to the household travel survey database. This would allow analysis of needs and stated preferences data to be linked to actual travel behavior. ETC Institute (2002) Scope - 4 NFRMPO Survey Services Scope of Work Method of Administration. ETC Institute is capable of administering the survey entirely by phone or entirely by mail. Given the negative impact that caller ID has had on phone survey response rates in recent years, we recommend administering the survey using a combination of mail and phone to maximize the overall level of response. Even if people do not respond by mail, people who receive the mailed version of the survey are significantly more likely to respond to the survey by phone because they know the survey is legitimate. Specifically, we recommend the following strategy for administering the survey. • Phone interviewers working in ETC Institute's call center will rehearse the phone version of the survey. All interviewers will review the protocol for the administration of the survey with a supervisor; special attention will be paid to the treatment of non-English speaking respondents. • A toll -free phone number to assist respondents with the survey will be operational three - days before the surveys are mailed (if the mail option is selected). • ETC Institute will test the survey with at least 20 residents before the survey is administered. Any problems or issues that are identified will be reported to the NFRMPO and corrective action will be recommended and taken as appropriate. • ETC will provide the NFRMPO with sample press releases that can be used to notify the public about the survey and educate residents about the survey. • Surveys will be mailed to each of the residents in the sample frame. Only one survey per household will be sent. Postage -paid envelopes will be provided to each respondent. • Five days after the surveys are mailed, ETC Institute's phone interviewers will begin making follow-up phone calls to each of the persons in the sample frame. Phone follow- ups will significantly increase the response rate. This will greatly reduce the probability that the results are affected by non -response bias. Non -response bias can be a major drawback to surveys that are administered by mail or phone alone. Persons who indicate that have already returned the survey will be thanked. Persons who have not completed the survey will be given the opportunity to complete the survey by phone. • Phone follow-ups will be concentrated in areas where the response to the mail survey is low to ensure the survey is representative of the entire region. ETC Institute (2002) Scope - 5 NFRMPO Survey Services Scope of Work • Quality control. Data entry fields will be limited to specific ranges to minimize the probability of error. The statistical processing system used by our firm alerts data entry personnel with an audible alarm if entries do not conform to these specifications. In addition, we routinely select at least 10% of the records at random for verification. A supervisor will match records in the data bases against the corresponding survey to ensure that the data entry is accurate and complete. 14 Ensuring Representation for Non -English Speaking Populations. We recognize that there are many non-English speaking persons living in the region, particularly in the City of Greeley. In order to ensure that non-English speaking populations are well represented in the sample, we will do the following: • The cover letter that is sent with the mail version of the survey will contain information that is translated into Spanish. • ETC Institute will establish a toll -free phone number that non-English (and English) speaking residents can call. Spanish speaking interviewers from our firm will be available to administer the survey over the phone in Spanish. • A demographic question will be included in the survey that asks which languages other than English are spoken in the home. This will allow us to ensure that non-English speaking populations are well represented in the sample. 1.5 Summaa of ETC Institute's Responsibilities for the Communj& Survey: ETC Institute's cost proposal includes the following services: • meeting with NFRMPO personnel to design the survey • finalizing the methodology for administering the surveys based on input from NFRMPO staff and others as appropriate (i.e., focus groups and stakeholder interviews if desired) • designing the survey instrument based on input from the community and NFRMPO staff • working with the NFRMPO to develop the sample frame of residents to be surveyed • setting up the database for the survey ETC Institute (2002) Scope - 6 NFRMPO Survey Services Scope of Work • conducting a pretest of the survey • providing a sample press release to the NFR2vfPO that explains the purpose of the survey • establishing a toll -free phone number for the residents to contact if they have questions during the survey • drafting the cover letter for the survey (if mail option is selected) • printing the general resident surveys (if mail option is selected) • printing cover letters (if mail option is selected) • all postage (outbound and return) (if mail option is selected) • printing postage -paid return reply envelopes (if mail option is selected) • labor for phone interviews • long distance charges • data entry for all completed surveys • tabular results for all questions on the survey • banner crosstabulations that show the results of the survey for up to 5 demographic variables (i.e., by age, gender, length of residency, location, income, etc.) • a CD-ROM with all data files along with 20 hard copies of the final report (the final report will be a maximum of 25 pages in length and will contain an executive summary, charts, and tables) • a follow-up meeting to present the results to NFRMPO officials • Provide input into the design of the survey • Approve the survey instrument ETC Institute (2002) Scope - 7 PROPOSALFORM Please enter the number of respondents that this poll will survey: _ ��� — (�°0� See I-ck,-j 3 / Scopc Gj- Worms Please indicate the methodology that this survey will follow (include in proposal attachment) See -fib 3 , Scope o F wo rK Please indicate the length of time that this survey will take to conduct: wee See -1,u 3, sco r of WG/'k Please indicate the timeframe during which this survey will be conducted: gu 4 Please enter the price of conducting this S e C - nb 5 i ccT SIGNATURE AND TITLE E—tc 7�Qs4-, I ,k COMPANY NAME %d,s W, F-v�vkj- Cult ADDRESS: STREET 6 7, �? UU a4 v ijo,� Ur(slopl-r E. TYPED OR PRINTED NAME AND TITLE 9 ( � - Fa?-lars- AREA CODE TELEPHONE NUMBER b IaA-�e , ks 6 (,0(,( 7/9'/oZ CITY STATE ZIP DATE 2 NFRMPO Survey Services Scope of Work • Provide a signed cover letter that will accompany the mailed version of the survey (if mail option is selected) • Place notices in local newspapers and/or other media to inform residents about the survey; ETC Institute will provide sample press releases Identify requests for subanalysis of the data as appropriate 1.7 Project Schedule for the Community Survey Weeks 1-3 • Initial meeting to discuss survey goals & objectives • ETC Institute provides NFRMPO with a draft survey • NFRMPO staff review the content of the draft survey and provide feedback to ETC Institute • ETC Institute revises the survey based on input from staff • ETC Institute provides the NFRMPO with the final sampling plan specifications Weeks 4-S • ETC Institute conducts a pre -test of the survey • Results of the pre -test are reported to the NFRMPO • NFRMPO approves the survey instrument • Press releases issued • Survey administration process begins Weeks 6-8 • Survey is administered • Status report delivered to the NFRMPO Weeks 9-12 • Survey administration is completed • First line tabular results provided to the NFRMPO • Final report submitted • On site visit to present the results to community leaders ETC Institute (2002) Scope - 8 NFRMPO Survey Services Scope of Work Optional Analysis and Tasks ETC Institute has outlined three optional services below. The cost of the optional services would be negotiated based on the needs of the NFRMPO. The cost would be calculated at the hourly rate for additional services provided with this proposal. 3.1 Importance -Satisfaction An is a unique tool that allows public officials to better understand both of these highly important decision making criteria for each of the services they are providing. The Importance -Satisfaction rating is based on the concept that public agencies will maximize overall citizen satisfaction by emphasizing improvements in those areas where the level of satisfaction is relatively low and the perceived importance of the service is relatively high. ETC Institute will develop an Importance -Satisfaction Matrix to display the perceived importance of core transportation needs against the perceived quality of service delivery. The two axes on the matrix will represent Satisfaction and relative Importance. ETC Institute currently provides this analysis for several governmental organizations. The I-S (Importance -Satisfaction) matrix allows public officials to analyze the survey data as described below. A copy of a matrix is provided at the top of the next page. • Meeting Priorities (above average importance and above average satisfaction). This area shows where the agency is meeting resident needs. Items in this area have a significant impact on the resident's overall level of satisfaction. The agency should maintain (or slightly increase) emphasis on items in this area. • Exceeding Expectations (below average importance and above average satisfaction). This area shows where the agency is performing significantly better than residents the organization to perform. Items in this area do not significantly impact the resident's overall level of satisfaction. The agency should maintain (or slightly decrease) emphasis on items in this area. • Areas of Major Concern (above average importance and below average satisfaction). This area shows where the agency is not performing as well as residents expect the agency to perform This area has a significant impact on resident satisfaction. The agency should DEFINITELY increase emphasis on items in this area. • Less Important (below average importance and below average satisfaction). This area shows where the agency is not performing well relative to the agency's performance in other areas; however, this area is generally considered to be less important to residents. This area does not significantly impact the resident's overall level of satisfaction because the items rated are less important to residents. The agency should maintain current levels of emphasis on items in this area. ETC Institute (2002) Scope - 9 NFRMPO Survey Services Scope of Work MODOT Highway Feature Performance Matrix (points on the graph show deviations from the mean condition and importance ratings gry i by Road Rally Participants) underlined areas reflect statewide condition Ra <a 96 8 N m C _ o m d' 8 C 0 E O C U Lower Importance Higher Importance Ratings Importance mean impo nce= Exceeding Expectations Meeting Priorities lower importance higher satisfaction higher pof'anceJhgher satisfaction Sight distance Signage5gnals . ...............___ ;Ease dgetting cnloR Landscaping Horizontal/verticel alignment Striping Trefic}kw • Smoothness Lane W idth Phvsipl corxtion of surface Shoulder Width Less Important Areas of Concern lower importance4ower satisfaction higher irportancePawer satisfaction 3.2 Conduct Consensus Building Workshops. At the end of the project, ETC Institute could facilitate a workshop with senior managers and/or elected officials from the region. The workshop would be designed to build consensuses around four to five "top priorities" for the region based on the results of the surveys. The workshop will help set the stage for acceptance of the recommendations as well as action that would lead to the implementation of initiatives that will support the recommendations. 3.3 Trip Rate Survey of Person Under Age lti. The 2001 Household Travel Survey was not administered to persons under age 16. In order to determine the number of trips that are made per day by children in the region, ETC Institute could append this survey with a series of questions about the number of trips that each person in the household took on a typical weekday. Unlike the Household Travel Survey, detailed address information would not be gathered. This survey would focus on the number of trips, purpose, and mode only. ETC Institute (2002) Scope - 10 City of Pasadena Regional Transportation Survey Thank you for agreeing to participate in this important survey. The City of Pasadena will use your input to help set community transportation priorities. When you are finished, please return your survey in the enclosed postage -paid envelope. 1. How many years have you lived in Pasadena? years 2. How many operating vehicles (cars, motorcycles, vans) do you have in your household? vehicle(s) 3. What is your employment status? _(1) Employed outside the home [Answer Q3a-3c] _(2) Student [GO TO Q41 _(3) Operate home -based business [GO TO Q4] _(4) Not currently employed [GO TO Q41 _(5) Retired [GO TO Q4] 3a. In which city do you work? 3b. What method of transportation do you normally use to go to work? _(1) Car/truck--drive alone _(6) Bicycle _(2) Carpool _(7) Public transit (bus/train/shuttle) _(3) Vanpool (8) Motorcycle _(4) Walk (9) Other: _(5) Taxi 3c. How many miles is your place of employment from your home? miles 4. During a typical week, how many days do you do the following: (circle the corresponding number of days below) Ono nnedny two dp three d fmirduys tiv d d 'x�seven �d vs (A) Drive a car/truck alone ........ 0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (B) Carpool...............................0..........1..........2..........3...........4..........5..........6..........7 (C) Vanpool..............................0..........1..........2..........3...........4..........5..........6..........7 (D) Ride the bus/train/shuttle ...... 0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (E) Ride a motorcycle ...............0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (F) Walk (other than exercise) ... 0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (G) Work from your home ........0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (H) Ride a bicycle......................0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 5. During atypical week, how many days do you do the following to avoid traffic congestion: (circle the corresponding number of days below) (A) Take a different route .......... 0 .......... I ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (B) Travel at different times ......0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (C) Stay home ...........................0 ..........1 ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (D) Listen to traffic reports .......0 .......... I ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (E) Ride the bus/train/shuttle ..... 0 ..........I ..........2 ..........3 ........... 4.......... 5.......... 6.......... 7 (F) Carpool...............................0..........I ..........2..........3...........4..........5..........6..........7 (G) Vanpool...............................0..........I ..........2..........3 ...........4.......... 5..........6..........7 TRANSPORTATION SYSTEM ISSUES 6a. Overall, would you rate the transportation system in the City of Pasadena as excellent, good, average, or poor? _(1) excellent _(4) poor _(2) good _(9) don't know _(3) average 6b. Overall, would you rate the transportation system in the five -city region of Burbank, Pasadena, Glendale, South Pasadena, and La Canada Flintridge as excellent, good, average, or poor? _(1) excellent _(4) poor _(2) good _(9) don't know _(3) average 7. Several components of the region's transportation system are fisted below. For each one, please indicate whether you are very satisfied, somewhat satisfied, or not satisfied with the item by circling the corresponding number below: ("don't know" indicates that you are not familiar with the item being rated; "neutral" indicates that you do not have a strong opinion either way) very Somewhat Not Don't Satisfied Satisfied Neutral Satisfied Know (A) Ease of travel by car on freeways ...................... I ............... 2............ 3............. 4........... 9 (B) Ease of travel by car on major city streets .......... 1 ............... 2 ............ 3............. 4........... 9 (C) Ease of travel by bicycle....................................1 ............... 2............ 3............. 4........... 9 (D) Ease of travel from your home to work ............. I ............... 2 ............ 3 ............. 4........... 9 (E) Ease of using commuter/light rail transportation 1 ............... 2 ............ 3............. 4........... 9 (F) Ease of using public bus transportation..............1 ............... 2............ 3............. 4........... 9 (G) Ease of using local shuttle services .................... I ...............2............ 3.............4...........9 (H) Ease of north/south travel in the region ............. I .............. 2 ............ 3 ............. 4......... 9 (I) Ease of east/west travel in the region ................. 1.............. 2 ............ 3............. 4......... 9 (.I) Airport services in the region ............................ I .............. 2 ............ 3............. 4......... 9 S. For each of the following, indicate whether you see this as a 'Current Problem, 'Emerging Problem,' or'Not a Problem' in Pasadena. (Circle the corresponding number) Current Emerging Not a Don't (A) Congestion on freeways in the region ......................... Problem Problem P_rW&M 1...............2............. 3...............9 Know (B) Congestion on major city streets ................................ I ...............2............. 3...............9 (C) Air quality................................................................. I ...............2............. 3...............9 (D) Truck traffic.............................................................. 1...............2............. 3...............9 (E) Lack of public transportation services ........................ 1...............2............. 3...............9 (F) Lack of bicycle routes ............................................... I ...............2............. 3...............9 (G) Pedestrian safety ........................................................1...............2............. 3...............9 PUBLIC TRANSIT 9a. How would you rate the availability of regional public transit in Pasadena? _(1) excellent (4) poor (2) good (9) don't know _(3) average 9b. Hoer would you rate the availability of local public transit in Pasadena? _(1) excellent _(4) poor (2) good (9) don't know (3) average 10. Several components of the region's public transportation system are listed below. For each one, please indicate whether you are very satisfied, somewhat satisfied, or not satisfied with the item by circling the corresponding number below: ("don't know" indicates that you are not familiar with the item being rated; "neutral' indicates that you do not have a strong opinion either way) Very Somewhat Not Don't Satisfied Satisfied Neutral S3tisfeAJ Know (A) Availability of information about public transit services in the region ......................... I ............... 2 ............ 3 ............. 4........... 9 (B) Destinations served by public transit..................1 ............... 2............ 3............. 4........... 9 (C) Distance to the nearest public transit stop fromyour home ........................................... I ............... 2 ............ 3 ............. 4........... 9 (D) The frequency of bus service ............................. I ............... 2 ............ 3 ............. 4........... 9 (E) The frequency of rail service .............................1 ............... 2 ............ 3 ............. 4........... 9 (F) Hours and days transit service is provided......... I ............... 2............ 3............. 4........... 9 (G) Ease of transferring from one public transit system to another (i.e., bus to rail) ............... I .............. 2 ............ 3............. 4......... 9 11. Which of the following are reasons that you do not use public transportation more often? (check all that apply) (OI) Service is not available near my home (02) Service is not offered to destinations I visit frequently _(03) I don't know how to use the service (need information about routes/fees/schedules) (04) I had a bad experience with the service (treated poorly, arrived late, did not feel safe) _(05) It takes too long to get to destinations compared to travel by car (06) The service is confusing to use _(07) Service is not offered when I need it _(08) It's too expensive _(09) Buses do not come by stops frequently enough _(10) I just prefer to drive _(11) Other: 12. Would you use public transportation more often if improvements were made to address the reasons you listed in question #11? (1) Yes _(2) No 13. How many blocks from your home would a public transit stop need to be located for you to consider using public transit instead of a car? block(s) 14. How frequently (in minutes) would a bus or other form of public transit need to be scheduled to arrive at stops for you to consider using public transit instead of a car? Every minutes 15. Some factors that could encourage you to use public transit or increase your use of public transit are shown below. Using a scale of 1 to 5, where 1 means 'very unlikely" and 5 means "very likely," please rate how likely each factor would be to encourage you to use public transit at least once a week [or one more day per week if you are a current user]. Very Very Not Unlikely Neutral Likely Applicable (A) The cost of parking where you work or go frequently increases .................................. I......... 2.........3 ........ 4....... 5.......... 9 (B) The time it takes you to find parking increases ... 1 ......... 2.........3 ........ 4....... 5.......... 9 (C) The time it takes to get to work by car increases by 5 minutes due to traffic congestion ............ I ......... 2.........3 ........ 4....... 5.......... 9 (D) The time it takes to get to work by car increases by 10 minutes due to traffic congestion .......... I......... 2.........3 ........ 4....... 5.......... 9 (E) Transit stops are located closer to your home ... I......... 2.........3 ........ 4....... 5.......... 9 (F) Transit stops are located closer to the place you work or want to go ................................. I......... 2.........3 ........ 4....... 5.......... 9 (G) Buses/trains are scheduled to arrive at stops morefrequently ............................................. I......... 2.........3 ........ 4....... 5.......... 9 (H) You are better informed about the availability of public transit services ................................. I......... 2 .........3 ........ 4....... 5.......... 9 (I) Your employer provided incentives to use public transit services....................................1......... 2.........3 ........ 4....... 5.......... 9 TRANSPORTATION PRIORITIES 16. Please indicate how important you think each of the following transportation improvements should be in the region's long range transportation plan by circling the corresponding number below. Very Somewhat Not Not 1 > Snre (A) Adding lanes to freeways in the region ....................... I............... 2 ............ 3 ..........4 (B) Improving the regional airport in Burbank.................1............... 2 ............ 3 ..........4 (C) Improving public bus transportation between the city where you live and other cities in the region I ............... 2............ 3 ..........4 (D) Improving public shuttle service within the city whereyou live....................................................I ............... 2 ............ 3 ..........4 (E) Adding bike routes on city streets .............................. I............... 2 ............ 3 ..........4 (F) Developing good pedestrian walkways between housing areas, schools and commercial areas ........1 ............... 2............ 3 ..........4 (G) Extending light rail/commuter rail services ................. I...............2............ 3 ..........4 (H) Maintaining existing streets and highways .................. I...............2............ 3 ..........4 17. Which THREE of the items listed above do you think should be the top priorities for improving transportation in the region? [Use the letters for your top 3 choices below using the letters from Q 16 above] 1st 2nd 3rd 18. Which TWO of the following highway projects do you think should receive top priority? (check up to TWO from the list below) _(1) Improving the flow of Traffic on Interstate 5 _(2) Improving the flow of Traffic on Interstate 110 (3) Improving the flow of Traffic on Interstate 134 _(4) Improving the flow of Traffic on Highway 210 (5) Improving the interchange of Interstate 5 and Highway 134 _(6) Completing the 710 Freeway 19. How supportive would you be of increasing funding for public transportation if the additional funding were used to provide bus/rail service to areas not currently served, expand the hours that service is offered, provide more frequent service, and provide more service on weekends. (Check one) _(1) Very supportive (3) Not sure (2) Somewhat supportive _(4) Not supportive To ensure our survey is representative of the community, Please provide the following: 20. How many persons in your household, ages 16 and older, are dependent on public transit or rides from friends/relatives because they do not have a car or do not drive? persons 21. Countin¢ ov urself, how many people regularly live in your household? 22. How many persons in your household countinyourself) , are? Under age 5 20 - 24 years 55-64 years 5 - 9 years 25 - 34 years 65+ years 10 - 14 years 35 - 44 years 15 - 19 years 45 - 54 years 23. Would you say your total Household income is: _(1) Under $30,000 (3) $60,000 to $99,999 (2) $30,000 to $59,999 _(4) $100,000 plus 24. Which of the following best describes your race? (Check all that apply) (1) African American/Black (4) White/Caucasian (2) American Indian (5) Other: (3) Asian/Pacific Islander 25. Are you or other members of your household of Hispanic, Latino, or other Snanish ancestry? (I) Yes (2) No 26. Are any members of your household of Armenian ancestry? (I) Yes (2) No 27. Do you or other members of your household speak a language other than English in your home? (Check one) (1) Yes If Yes, which one? _(2) No 28. Your gender: _(1) Male _(2) Female Nashville Regional Transportation Funding Survey Date: Phone Number: Interviewer: This is . I am calling on behalf of the Nashville Area metropolitan planning organization. They are an association of local governments in a five -county region consisting of Davidson, Rutherford, Sumner, Wilson, and Williamson counties. The reason I am calling is that we are gathering input from residents in order to plan improvements to the region's transportation system.. Is now a convenient time to ask you a few questions? 1. Counting vourself, how many people regularly live in your household? 2. How many people in your household (counting yourself) are? Under age 5 Ages 20-24 Ages 55-64 _ Ages 5-9 Ages 25-34 Ages 65-74 _ Ages 10-14 Ages 35-44 Ages 75+ Ages 15-19 Ages 45-54 3. lam going to read you a short list of community needs. Using a five -point scale where '5' means 'Very Satisfted'AND I' means "Very Dissatisfied," please indicate how satisfied you are with the overall quality of each the following items in the five -county Nashville region. Very Very Satisfied Neutral Dissatisfied (A) Overall quality of public safety services, such as police & fire ........... 5..............4................. 3 ................. 2 ............... I (B) Overall quality of public education ...... 5 ..............4................. 3 ................. 2...............1 (C) Overall quality of parks and trails ........5 .............. 4 ................. 3 ................. 2 ............... I (D) Overall quality of the region's transportation system.......................5..............4................. 3................. 2...............1 (E) Overall quality of stormwater management/flood prevention .........5 .............. 4 ................. 3 ................. 2...............1 4. Which THREE of these areas do you think should receive the most increase in funding over the next five years? [Write the letters for their top 3 choices using the list in Q #3] in 2' — 5. Overall, how satisfied are you with the transportation system in the County Where You Live? [read list] (5) Very Satisfied _(4) Satisfied _(3) Neutral (2) Dissatisfied (1) Very Dissatisfied 6. How much do you think the current level of funding for transportation in the five -county Nashville region should change over the next five years? [read list] (1) Should be reduced _(2) Should stay the same _(3) Should be somewhat greater than it is now (4) Should be much greater than it is now 7. I am going to read you a list of ways that transportation funds are spent. .....s ....../,...,G.,.n ICx.nn.,c.. OF/— r A D/]F A AM 1/1.,,,....... .. Percentage, "please indicate what portion of the region's trai spent in each of the following areas over the nextfive years: Very Not Important Neutral Important (A) Building New roads and highways ....... 5 .............. 4 ................. 3 ................. 2...............1 (B) Improving Public transit (bus & perhapsrail).....................................5..............4................. 3 ................. 2...............1 (C) Improving transportation services for the elderly & persons with disabilities..5..............4................. 3................. 2...............1 (D) Widening existing roads (e.g., more lanes) .............................5 ..............4 ................. 3 ................. 2 ............... I (E) Maintaining existing roads and bridges.............................................5 .............. 4 ................. 3 ................. 2...............1 (F) Improving airports ..............................5 ..............4 ................. 3 ................. 2...............1 (G) Improving sidewalks ...........................5 .............. 4 ................. 3 ................. 2 ............... I (H) Expanding bicycle facilities .................5..............4................. 3................. 2...............I (I) Improving traffic management (traffic signaltiming)...................................5 .............. 4 ................. 3 ................. 2...............1 8. If a tax increase were proposed at a future election to fund transportation improvements in the five -county Nashville region, which THREE items from the list I just read would you support MOST? [Write the letters for their top 3 choices using the list in Q #7] —- 9. Which ONE would you be the LEAST likely to Support? [Write the letter for their top choice using the list in Q #7] lable of Contents Firm Description 10. How supportive would you be of establishing a regional transportation fund that would help pay for regional transportation improvements in the five -county, metropolitan Nashville area? _(1) Very supportive _(2) Somewhat supportive _(3) Not sure _(4) Not supportive (ask #IOa) 10a. [ONLY IF NOT SUPPORTIVE] What is the main reason that you are not supportive of establishing a regional transportation fund? _(1) I'm concerned that my county would not get its fair share _(2) Transportation improvements are not a high enough priority _(3) I need more information to make a decision _(4) Other: 11. I am going to read you a list of funding sources that could be used to fund transportation improvements in the five -county Nashville region. For each one, please indicate whether you would be very supportive, somewhat supportive, or not supportive of using the source of revenue: Very Somewhat Not Not 4innortive $gnnnrtive .Sore $R I�01'hYE (A) Sales Tax............................................................ 1...............2 .............. 3 .............. 4 (B) Wheel Tax........................................................... I ...............2 .............. 3.............. 4 (C) Vehicle Emission Testing Fees .............................. I ...............2 .............. 3 .............. 4 (D) Gasoline Tax ........................................................ I ...............2 .............. 3 .............. 4 (E) Toll Roads.......................................................... 1...............2 .............. 3 .............. 4 (F) Development (impact) Fees ................................. I ...............2 .............. 3 .............. 4 12. If a SALES TAX increase were proposed at a future election to fund transportation improvements in the five -county Nashville area, what is the maximum increase in the sales tax rate you would be willing to support? [read list] _(0) 2 cent increase _(1) 1 cent increase _(2) 3/4 cent increase _(3) 1/2 cent increase (4) 1/4 cent increase _(5) 1/8 cent increase _(0) NOTHING 13. If a GAS TAX increase were proposed at a future election to fund transportation improvements in the five -county Nashville area, what is the maximum increase per gallon that you would you be willing to support? [read list] _(1) 10 cents per gallon _(2) 5 cents per gallon _(3) 3 cents per gallon _(4) 2 cents per gallon (5) 1 cent per gallon _(0) NOTHING I'd like to conclude our survey by asking you a few demographic questions to ensure that our sample is representative of the people who live in the region. 14. What is your age? _(1) Under 20 _(4) 35 to 44 _(7) 65 to 74 _(2) 20 to 24 _(5) 45 to 54 _(8) 75+ _(3) 25 to 34 _(6) 55 to 64 15. What is your employment status? _(1) Employed outside the home [Answer Q15a-15b] _(2) Student [GO TO Q161 _(3) Operate home -based business [GO TO Q16] _(4) Not currently employed [GO TO Q16] _(5) Retired [GO TO Q16] 15a. How many miles is your place of employment from your home? miles 15b. What method of transportation do you normally use to go to work? _(1) Car/truck--drive alone _(2) Carpool _(3) Vanpool _(4) Walk _(5) Taxi _(6) Bicycle (7) Bus (Public transit) _(8) Motorcycle (9) Other: 16. In which county do you live? _(1) Davidson _(2) Rutherford Sumner _(3) (4) Williamson _(5) Wilson 17. Would you say your total annual household income is: (1) Under $20,000 (4) $60,000 to $99,999 (2) $20,000 to $39,999 (5) $100,000 & up _ (3) $40,000 to $59,999 _ (6) not provided 18. Which of the following best describes your ethnic background? (1) White (4) African -American _(2) Hispanic/Latino _(5) Asian/Pacific Islander (3) American Indian _(6) Other 19. Gender of the respondent: _(I) Male _(2) Female THANKS FOR YOUR TIME -THIS CONCLUDES THE SURVEY References Multiple Community Transportation SurveysProjects including the Greater Kansas City Household Travel Survey & the Metropolitan Kansas City Transit Demand Assessment Fall 2001 Regional Household Travel Survey of Reisdents in the North Front Range of Colorado Regional Commuter Travel Survey of Residents and Employees in Southern California References - ETC Institute Metropolitan Planning Organizations • DAVID WARM, Executive Director or Mel Henderson, Transportation Director Mid -America Regional Council (MPO, Greater Kansas City) 300 Rivergate Center 600 Broadway Kansas City, Missouri 64105 (816)474-4240 ETC Institute Project Manager: Chris Tatham • SUZETTE THEIMAN, Director of Transportation North Front Range Metropolitan Planning Organization (The MPO for Northeastern Colorado) 233 Matthews Fort Collins, Colorado (970)416-2257 ETC Institute Project Manager: Chris Tatham • GREG BERMAN, Director of Transportation Chair of the Arroyo Verdugo Subregion of the Southern California Association of Governments 141 N. Glenoaks Burbank, California (818)238-5263 ETC Institute Project Manager: Chris Tatham 725 W. Frontier Circle, Olathe, Kansas 66061 ■ (913) 829-1215 0 Fax (913) 829-1591 References - ETC Institute State Departments of Transportation KDOT PROJECTS Kansas Department of Transportation • TERRY HEIDNER Multiple Statewide and Regional Surveys of Director of Planning, KDOT Kansas Residents (785) 296-2252 on a Wide Range of ETC Institute Project Manager: Chris Tatham Transportation Issues • ALAN SPICER Assistant Planning Bureau Chief, KDOT (785) 296-3470 ETC Institute Project Manager: Chris Tatham MoDOT PROJECTS Missouri Department of Transportation • KEVIN KEITH Multiple Statewide and Regional Surveys of Chief Engineer, MoDOT Kansas Residents 105 West Capitol Avenue on a Wide Range of Jefferson City, Missouri 65102 Transportation Issues (573) 751-3692 ETC Institute Project Manager: Chris Tatham • JAY BLEDSOE Senior Management Engineer, MoDOT (573)751-3634 ETC Institute Project Manager: Chris Tatham Transit Agencies Multiple Surveys to • ALICE AMREIN, Director of Transportation Gather Input About Johnson County Government Transit Needs in the Olathe, KS 66061 Community (913) 782-2210 ETC Institute Project Manager: Chris Tatham Multiple Surveys to Gather Input About 0 MARCIA BERNARD, Director of Transportation Transit Needs in the Unified Government of Kansas City and Wyandotte Community County One McDowell Plaza Kansas City, KS (913)573-5311 ETC Institute Project Manager: Chris Tatham 725 W. Frontier Cimle, Olathe, Kansas 66061 0 (913) 829-1215 ■ Fax (913) 829-1591 Cost and Compliance Documents Fixed Pricing Worksheet - NFRMPO Community Transportation Survey Submitted by. ETC Institute # of Completed Surveys 400 800 1200 1600 precision w/95% level of confidence at MPO level precision w/95% level of confidence for Subregions +/- 5% +/-10% +/-3.5% +/-7% +/-2.8% +/.5% +/-2.5% +/-5% Survey Fees include 2 on -she visit to develop the survey 5-minute survey (approx 2 pages) instrument & present results $7,000 $13,000 $18,000 $20,500 10-minute survey (approx 4 pages) 15-minute survey (approx 6 pages) $8,320 $15,640 $9,720 $18,440 $21,960 $26,160 $25,780 $31,380 20-minute survey (approx 8 pages) $10,960 $20,920 $29,880 $36,340 Tabular Data (overall results) No charge No charge No charge No charge Formal Report w/narrative summary, charts, etc. Sub Analysis/Banner Crosstabulations of data Optional Services 15 Stakeholder Interviewers 4 Focus Groups (includes travel) Additional Trip Rate Data Collection Additional On Site Visits (per day) Additional Analysis Options (billed at hourly rate) $1,000 $1,500 $1,500 $2,000 $1,200 $2,200 $2,200 $3,200 $1,500 $1,500 $1,500 $1,500 $8,800 $8,800 $8,800 $8,800 $2,500 $5,000 $7,500 $10,000 $1500 plus travel $1500 plus travel $1500 plus travel $1500 plus travel $150/hour $150/hour $150/hour $150/hour Total Cost Rancte Low(assumes sminutesurvey, report, and crosstabs) $9,200 $16,700 $21,700 Mid1(assumes l4minutesurvey, report, and crosstabs) $10,520 $19,340 $25,660 MId2 (assumes is -minute survey, report, and crosstabs) $11, 920 $22,140 $29,860 High(assumes zo-minutesurvey, report, and crosstabs) $13,160 $24,620 $33,580 Example (800 % of Total to Be surveys for Payment Schedule Billed Option Mld71 Task 1.1 Design Survey 15% $ 2,901 Task 1.2 Develop Sample Plan 10% $ 1,934 Task 1.3 Administer Survey 60% $ 11,604 Task 1.4 Final Report/Presentation 15% $ 2,901 Total 100% $ 19,340 $25, 700 $30, 980 $36, 580 $41, 540 o Time to Key Staff Prole C. Tatham 15% E. Tatham 10% R. Vine 5% Missouri MoC�OTf05 West Capitol Avenue Department P.O. Box 270 Jefferson City, MO 65102 of Transportation --""' (573) 751-2551 Fax (573) 751-6555 Henry Hungerbeeler, Director WWW.Modot.state.mo.us January 9, 2002 Ms. Elaine Tathom ETC Institute 725 W. Frontier Lane Olathe, KS 66061-7203 Dear Ms. Tathom: The Missouri Department of Transportation (MoDOT) has completed the review of your annual update as a Disadvantaged Business Enterprise (DBE). Based upon the annual update application, it has been determined that your firm remains qualified for participation in the DBE Program. This approval is effective on this date and remains valid until January 1, 2003. You will once again be required to complete an annual update next year, at the time of your certification anniversary date. You must immediately notify this office of any events or changes related to the management, equipment, scope of work, or any other circumstances affecting the ownership and/or control of your firm. Failure to notify this office of such changes may jeopardize your certification. If you have any questions, please feel free to contact me at (573) 526-8166. Sincerely, Sharon M. Taegel External Civil Rights Administrator Our mission Is to preserve and Improve Missouri's transportation system to enhance safety and encourage prosperity. Kansas Department of Transportation `'� Kansas Department of Commerce and Housing OFFICE OF ENGINEERING SUPPORT BELL GRAVES Docking State Office Building Governor Topeka, Ks 66612 (785) 296-7940 fax (785) 296-0723 March 19, 2001 Ms. Elaine Tatham ETC Institute 725 W. Frontier Olathe, KS 66061 Dear Ms. Tatham: Subject: Single Source DBE Certification As a result of our investigation, evaluation and certification process, it has been determined that your firm will be certified as a Disadvantaged Business Enterprise until January 15, 2004. On or before this date, your firm will need to reapply for certification to continue in the Single Source Certification Program. Your firm will be listed as: Management consulting, market research & public participation Should any aspect of your fine undergo, a change (ownership, equipment, expertise, address or telephone), please notify this office in writing within 30 days. Failure to do so is considered lack of cooperation under 49 CFR and may result in your firm becoming ineligible. Yours truly, HAROLD T. BENOIT, CHIEF OFFICE OF ENGINEERING SUPPORT Administrative Officer HTB:SEG:mpa Firm Description f,N STATE OF OKLAHOMA DEFAmT T OF COMWRCE April 12, 2001 Ms. Elaine Tatham ETC Institute 725 W. Frontier Circle Olathe, KS 66061 Dear Ms. Tatham: RE: WBE Certification Application #00212 900 North Stilts MmOe / P. O. Box 26980 OklahomaC Y.Oklahoma 73126-0980 U.S.A R1:(405)815-6552 Fu:(405)815-5199 Inasmuch as your application for re -certification as a Women -Owned Business Enterprise meets all program requirements pursuant to Title 74 O.S. 1991, Section 5010.5, we are hereby granting you re -certification of your business. Your certification with the State of Oklahoma WBE Certification Program is valid for five years unless one of the following events occur: 1. There is a change in ownership or daily management to person other than those upon whom certification was based; of 2. The business exceeds "small business" size standard for their industry as defined by 15 U.S.C., Section 632 or 3. The business ceases to exist as an independent operation; or 4. There is any change that if it has occurred before certification would have been prevented the applicant from being certified by the Oklahoma Department of Commerce. Congratulations and we wish you continued business success and increased contracting opportunities as a result of your WBE Certification. Program Firm Experience ETC FIRM DESCRIPTION & CAPABILITIES ETC Institute is a 62-person, market research firm that specializes in the design and administration of market research for state and local governmental organizations. Areas of emphasis include: community attitude surveys, customer satisfaction research, benchmarking analysis, employee surveys, business surveys, focus groups and stakeholder interviews. The company is woman -owned and certified as a Disadvantaged Business Enterprise (DBE). Since 1982, ETC Institute has completed research projects for city and county governments in 37 states and maintains benchmarking data for more than 100 communities. ETC Institute has designed and administered more than 750 statistically valid surveys and our team of professional researchers has moderated more than 700 focus groups and 1400 stakeholder meetings. Our ability to interpret and to provide guidance based on the results of statistically valid community -based research for city and county governments leaders is unparalleled. ETC Institute's experience in statistically valid, community -based survey research is unmatched. During the past four years, ETC Institute has conducted citizen surveys for the following cities and counties: • Alexandria, Virginia • Arlington County, Virginia • Aurora, Colorado • Burbank, California • Burlington, Vermont • Calgary, Alberta (Canada) • Casper, Wyoming • Claremont, New Hampshire • Colorado Springs, Colorado • Columbia, Missouri • Columbus County, Ohio • DeKalb County, Georgia • Denver, Colorado • Des Moines, Iowa • Fairfax County, Virginia • Fort Lauderdale, Florida • Fort Worth, Texas • Glendale, Arizona • Greenville, South Carolina • Henderson, Nevada • Independence, Missouri • Johnson County, Kansas • Kalamazoo, Michigan • Kansas City, Missouri • Long Beach, California • Mesa, Arizona • Minneapolis, Minnesota • Naperville, Illinois • New Haven, Connecticut • Norfolk, Virginia • Oakland, California • Oklahoma City, Oklahoma • Olathe, Kansas • Overland Park, Kansas • Provo, Utah • Rock Island, Illinois • Rockville, Maryland • Sioux Falls, South Dakota • St. Louis County, Missouri • Tempe, Arizona • Tucson, Arizona • Tulsa, Oklahoma • Westland, Michigan • Wichita, Kansas ETC Institute Finn Qualifications - 1 Firm Experience Experience in the State of Colorado. ETC Institute has conducted community surveys for nearly a dozen organizations in the state of Colorado. Current and former clients in the State of Colorado during the past three years include: ➢ The North Front Range Metropolitan Planning Organization ➢ The Pikes Peak Area Council of Governments ➢ The City and County of Denver ➢ The City of Aurora ➢ Canon City ➢ The City of Castle Rock ➢ Clear Creek County Surveys of Underserved/Environmental Justice Groups. ETC Institute excels in the recruitment of traditionally underserved populations to participate in community surveys. These populations include non- English speaking persons, persons with disabilities, low-income mothers with children, inner city and rural poor, and the elderly. Employee Surveys: ETC Institute has an internal division that specializes in the design of employee surveys for state and local governmental organizations. The division, which is led by Dr. Robert Cicerone, helps state and local agencies integrate the results of external customer surveys with the results of employee surveys to develop performance measurements that are designed to enhance organizational performance. Our Research is Implementation Oriented: ETC Institute specializes in helping organizations use market research to make better decisions. During the past four years, the results of our market research have lead to more than $2 billion in funding initiatives by state, municipal and county governments as well as numerous nonprofit organizations. Projects that have been funded include a wide range of community redevelopment projects, transportation initiatives, improvements to schools and health care institutions, water and electrical utility improvements, tourism attractions, neighborhood improvements, downtown revitalization projects, open space acquisition and park improvements, and the development of numerous specialized leisure facilities such as community centers, aquatic centers, and sports facilities. MAJOR ACCOMPLISHMENTS/AWARDS Since 1990, the principals and associates at ETC Institute have conducted research that has facilitated the passage of a multi -billion dollar transportation plan for the State of Kansas; the acquisition of more than ten million dollars of federal funding for the development of commuter rail in Johnson County, Kansas; and the passage of local bond referendums valued at more than $900 million for infrastructure improvements, road/highway expansion, new walking and biking trails, and other facilities in more than 30 communities across the United States. ETC Institute Firm Qualifications - 2 Firm Experience Small Business of the Year. ETC Institute was recently awarded the Greater Kansas City Chamber of Commerce's "Top 10 Small Business of the YearAward "for 2001. ETC Institute was selected from more than 1,700 nominees for the award. Commitment to quality and superior customer service were two of the reasons the firm was selected as this year's recipient. Best Place to Work. ETC Institute was also recently selected as one of the "Best Places to Work in Greater Kansas City" by the Kansas City Business Journal. ETC Institute received special recognition for our commitment to have a diverse work environment with regard to race/ethnicity, gender, faith, physical ability, and age. In -House Capabilities ETC Institute's in-house capabilities will more than adequately meet the requirements for this study. ETC Institute's in-house resources will allow the project team to monitor all phases of the survey administration process, which will ensure that the highest standards of quality are maintained. In-house services include: • Statistically Valid Surveys: Research efforts range in size from several hundred surveys to more than 15,000 surveys. Last year, ETC Institute surveyed more than 200,000 persons across the United States on behalf of 184 different organizations. ETC Institute's market research accuracy and attention to client needs is unparalleled. • Stakeholder Interviews and Focus Groups: ETC Institute has facilitated focus groups and stakeholder interviews for organizations across the United States • Internet -based Market Research: ETC Institute can help organizations gather input via the Internet with our Internet -based market research division. Intemet-based surveys are suitable for a wide range of purposes including: customer surveys, employee surveys, and other purposes. Transportation Research Expertise. ETC Institute has conducted transportation related research for nearly two decades. ETC Institute became involved in transportation related research in the early 1980s by conducting a series of travel surveys for Mid America Regional Council, the metropolitan planning organization for the Kansas City area. Since then, ETC Institute has administered dozens of travel surveys and more than 150 transportation related surveys on a wide range of topics, including: public transit, major investment studies, corridor studies, congestion management systems, intelligent transportation systems (ITS), intermodal freight centers, international trade processing centers, commuter rail, light rail, park and ride, pedestrian/bicycle paths/Imes and many other topics. ETC Institute's qualifications with regard to the design and administration ofhousehold travel and on- board transit surveys are second to none. During the past two years alone, ETC Institute has completed the following projects that are directly related to the services requested in the RFP: ETC Institute Firm Qualifications - 3