• Meet with the City and other consultants identified by the City to thoroughly discuss the research objectives and methodology for the survey, as well as discuss potential challenges, concerns, and issues that may surround the studies. • Develop a stratified and clustered random sample of San Mateo voters/residents to be recruited to participate in the survey. • Develop a draft questionnaire for the City’s review and make revisions as needed until all parties approve of the instrument. • Pre-test the survey instrument to ensure its integrity. • Translate the finalized questionnaire and invitations into Spanish to allow for data collection in English and Spanish. • CATI (Computer Assisted Telephone Interviewing) program the finalized survey instrument to ensure accurate and reliable data collection using live telephone interviewers. • Web program the same survey instrument to allow for secure, password-protected online data collection to compliment the telephone data collection. • Recruit participation in the survey using a combination of email invitations, text invitations, and telephone calls. • Collect at least 600 quality interviews according to the sampling plan and a strict interviewing protocol. Interviewers will be professional, high-quality interviewers. • Process the data, which includes conducting validity checks, cleaning, recording, coding open-end responses, and adjusting for strategic oversampling (if used) through a statistical procedure known as ‘weighting’. • Prepare an initial topline summary which presents the overall findings of the survey. • Prepare a thorough report on the findings, including a detailed question-by-question analysis, description of the methodology, an executive summary of the key findings and conclusions / recommendations, as well as a comprehensive set of crosstabulations showing how the answers varied by subgroups of residents and geography. The report will include extensive full-color graphics displaying the findings, as well as insightful narrative discussion of the results and their implications. • Prepare an electronic copy of the final report to allow the City to reproduce the report as needed. • Prepare a PowerPoint presentation of the results and present the results to the City staff and the City Council. • Be available to assist and provide advice to the City and other consultants after the survey is complete. Assist staff with developing Agenda Reports for City Council.
