HomeMy WebLinkAboutS01-Community Development
CIT · OF SAN BERNARDr-'o - REQUF~T FOR COUNCIL ACr-~ON
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From: Ken Henderson, Director
Subject: APPROVAL OF AGREEMENT FOR
CONSULTANT SERVICES FOR MOBILE
HOME PARK SURVEY
Dept: Community Development
Date: November 3,1987
Synopsis of Previous Council action:
The Mayor and Common Council has previously discussed the issue of rent stabilization,
eEtablished a Citizens Mobile Home Park Fact-Finding Ccmmittee and adopted Ordinance
Number 3805 establishing a moratorium or. rents to be charg<.d to mobile home park tenants
residing in the Cit.y.
On September 7, 1987, the Mayor and Common Council directed staff to prepare a mobile
hcme park sW'vey RI"P and report back to Council on September 21,1987.
On Sej:tember 21, 1987, the Mayor and Common Council authorized the issuance of a mobile
hcme park sl:.rvey RFP and directed staff to expedite proposal rEview and evaluation process.
On November 2, 1987, the Mayor and Common Council selected Connerly at'd Associates, Inc..
a.. consultant to conduct the mobile home park survey at'd continued approval of the agreement
to November 4,1987.
Recommended motion:
ADOPT RESOLUTION
~m~'Jt G. ~I~~~
Signature
Contact penon:
Ker. Henderson/Maurice Oliva
Phone:
5C65
Supporting data Ittached:
Staff Report
Ward:
1-7
FUNDING REQUIREMENTS:
Amount: $26.8 I 2.00
Source: (ACCT. NO.) 121-544-5-7735
(ACCT. DESCRIPTION) CDBG Contingency-Apj:ropriated Reserve
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Finance: .f ,?t-,.J, J:' ~
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CouOl.1I Notel:
n.on2
Agenda Item No.
elk OF SAN BERNARDtwO - REQULJr FOR COUNCIL AC'..JoN
STAFF REPORT
On Septemper 22, 1987, the Mayor and Common Council auth-
orized and directed staff to issue a Request for Proposals
(RFP) for the purpose of retaining a consultant to conduct a
survey of mobile home park tenants and mobile home park
owners located within the corporate boundaries of the City.
On November 2, 1987 the Mayor and Common Council selected
Connerly and Associates, Inc., as recommended by the Proposal
Review Committee, to conduct the mobile home park survey and
to make recommendations. The Council also continued its
meeting to November 4, 1987 at 7:00 a.m., to consider
approval of the agreement with Connerly and Associates.
Attached is a copy of agreement for consultant services and
the accompanying authorizing resolution.
staff recommends that the Mayor and Common Council adopt the
attached resolution authorizing the Mayor and Common Council
to execute an agreement with Connerly and Associates, 'Inc.
for consultant services as described above.
K.h~nj
Director of Community Development
KJH/lab
0565
11-3-87
75-0264
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RESOLUTION NO. 9 7 -
RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING THE
EXECUTION OF AN AGREEMENT WITH CONNERLY & ASSOCIATES, INC. FOR A
SURVEY OF MOBILE HOME PARKS WITHIN THE CORPORATE BOUNDARIES OF
THE CITY OF SAN BERNARDINO.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The Mayor of the City of San Bernardino is
hereby authorized and directed to execute on behalf of said City
an Agreement with Connerly & Associates, Inc., for a survey of
mobile home parks within the corporate boundaries of the City of
San Bernardino, which Agreement is attached hereto, marked
Exhibit wAw, and incorporated herein by reference as fully as
though set forth at length.
I HEREBY CERTIFY that the foregoing resolution was duly
adopted by the Mayor and Common Council of the City of San
Bernardino at a
meeting thereof, held
on the
day of
, 1987, by the
following vote, to wit:
AYES:
Council Member
NAYS:
ABSENT:
City Clerk
11-3-87
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1 The foregoing resolution is hereby approved this
2 day of , 1987.
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Approved as to form
6 and legal content:
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Mayor of the City of San Bernardino
11-3-87
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A G R E E MEN T
THIS AGREEMENT is entered into by and between the City of
San Bernardino, a charter City ("City"), and Connerly &
Associates, Inc., a California corporation (WConsultant").
WITNESSETH:
WHEREAS, City desires Consultant services to undertake a
survey of mobile home parks within the corporate boundaries of
the City; and
WHEREAS, Consultant is expert and able to perform the
necessary study.
NOW, THEREFORE, the parties hereto agree as follows:
1. Consultant shall perform the following tasks:
Task #1. Consultant shall complete a survey involving
each of the 41 mobile home parks in the City, including both the
residents and the owners. The survey shall be conducted in such
a way that the results are valid at the 95% competence level
based on the total data sample. In addition, results of the
survey shall be analyzed for the total data, and for each
individual park, with appropriate cross tabulations by relevant
variables.
Both the survey instrument and the detailed data analysis
plan will be developed by the Consultant and submitted to the
City for review and approval before proceeding with data
collection.
In addition to the final report, all raw data (consisting
of completed survey instruments) as well as data prepared for
Consultant's computer analysis will be turned over to the City
and become the City's property at the completion of the study.
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EXHIBIT A.
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1 The intent of the renter survey is to establish a renter
2 profile on housing costs, income and household characteristics
3 (family size, age, ethnic background, etc.), in order to identify
4 the possible need for a rent control ordinance, or some other
5 form of assistance.
6 In addition, the mobile home park owner survey will
7 establish a housing cost profile of each mobile home park.
8 Task 42. Consultant shall research and analyze recent
9 mobile home park assistance programs and other related programs
10 that have been implemented by other jurisdictions.
11 Task 43. Consultant shall develop recommendations for a
12 mobile home park assistance program based upon survey findings
13 developed under Task 41, and various options for the City of San
14 Bernardino.
15 Task 44. Consultant shall identify a feasible alternative
16 to the recommended program including, but not limited to,
17 strategies for mobile home park conversions (including advantages
18 and disadvantages of different conversion models), rent control,
19 rent stabilization and vacancy decontrol.
20 Task 45. Consultant shall develop cost estimates for
21 recommended program and alternative, and analyze available
22 funding sources for maintenance and operation of the recommended
23 program and alternatives.
24 Task 46. Consultant shall meet with selected groups, as
25 necessary, to discuss and review the survey questionnaire,
26 recommended program, alternative programs, final report, or any
27 other aspect of the project as requested by the Director of
28 Community Development.
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1 Task '7. Consultant shall prepare a narrative on the
2 details of each preceding task, to be presented in a final
3 report. The narrative on Task .1 shall include a discussion of
4 each survey question.
5 Task '8. Consultant shall submit a final report to City
6 containing the results, analysis and conclusions obtained from
7 the previous seven tasks.
8 2. All information, data and reports, existing and
9 available to the City as related to the performance of scope of
10 services shall be furnished to the Consultant without charge.
11 3. The term of this Agreement shall be from the date of
12 execution until ninety (90) days thereafter. It is anticipated
13 the Consultant will have approximately forty-five (45) calendar
14 days to complete the survey phase of the project, and
15 approximately forty-five (45) calendar days to analyze the data,
16 produce the final report, and make a presentation to the Mayor
17 and Common Council of the City of San Bernardino.
18 4. A. City agrees to pay Consultant as outlined in the
19 proposal submitted by Consultant and dated October 19, 1987.
20 Said proposal is attached hereto as Exhibit B and incorporated
21 herein. Within fifteen (15) days after execution of this
22 Agreement, City agrees to provide Six Thousand Five Hundred
23 Dollars ($6,500) to Consultant in order to initiate survey work.
24 Thereafter, City shall compensate Consultant for costs and
25 expenses incurred in each thirty (30) day period in the
26 performance of this Agreement, provided that Consultant shall
27 first provide to City an itemized statement of all such costs and
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expenses. Total compensation under this Agreement shall not
exceed the sum of Twenty-Six Thousand Eight Hundred Twelve
Dollars ($26,812).
B. Prior to the final payment under this Agreement,
and at such other times as may be requested by the Director of
Community Development of the City of San Bernardino, Consultant
shall submit to the Director an accounting of the proposed and
actual expenditures of all revenues from whatever source accruing
to the Consultant for the fiscal year ending June 30, 1988.
C. Financial records shall be maintained by
Consultant in accordance with generally accepted accounting
principles, and in a manner which permits City to trace the
expenditures of funds to source documentation. All books and
records of Consultant are to be kept open for inspection at any
time during the business day by the City, its officers or agents,
and by any representative of the United States of America
authorized to audit Community Development Block Grant programs.
D. Standards for financial management systems and
financial reporting requirements established by Attachment "F"
and Attachment "G" of Office of Management & Budget Circular
IAIlO shall be fully complied with by Consultant. Consultant
acknowledges that the funds provided herein are federal funds.
E. Consultant's financial management system shall
provide for accurate, current and complete disclosure of the
financial results of each program sponsored by this Agreement.
It is the responsibility of Consultant to adequately safeguard
all assets of the program, and Consultant shall ensure that they
are used solely for authorized purposes.
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1 5. Consultant is acting as an independent contractor, and
2 not an employee of the City. Consultant shall not be supervised,
3 directed, or under the control or authority of any City officer,
4 or employee, except and to the extent as may be expressly or
5 implicitly required by this Agreement. Any required direction or
6 control shall be limited to broad objectives or goals and not to
7 the details and procedures to accomplish objectives or goals.
8 6. Should Consultant fail to comply with any term,
9 condition, or provision of this Agreement, City may terminate
10 this Agreement by giving ten (10) days' written notice to
11 Consultant.
12 7. Consultant hereby agrees to and shall hold City, its
13 officers, agents and employees, harmless from any liability for
14 damage or claim for damage, for personal injury, including death,
15 as well as claims for property damage which may arise from
16 Consultant's operations under this Agreement. Consultant agrees
17 to and shall defend City and its elective and appointive boards,
18 commissions, officers, agents and employees from any suits or
19 actions at law, or in equity for damages caused or alleged to
20 have been caused by reason of Consultant's performance hereunder,
21 including any claims that may arise against the City by reason of
22 Consultant's relationships with City being legally categorized as
23 other than an independent contractor relationship.
24 8. Consultant shall not discriminate against any employee
25 or applicant for employment because of race, color, religion, sex
26 or national origin. Consultant shall take affirmative action to
27 ensure that applicants for employment are employed, and that
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employees are treated during employment, without regard to their
race, color, religion, sex or national origin. Such action shall
include but shall not be limited to the following: employment,
upgrading, demotion or transfer; recruitment or recruitment
advertising; layoff or termination; rates of payor other forms
of compensation; and selection for training, including
apprenticeship. Consultant shall post in conspicuous places,
available to employees and applicants for employment, notice to
be provided by the government setting forth the provisions of
this nondiscrimination clause. Consultant shall state that all
qualified applicants shall receive consideration for employment
without regard to race, color, religion, sex or national origin.
Consultant shall include the above provisions in any
subcontractor agreement.
9. No news releases, including photographs, public
announcements or confirmation of same, or any part of the subject
matter of this Agreement, or any phase of any program hereunder
shall be made without prior written approval of the Director of
Community Development.
10. No member of, or delegate to the Congress of the
21 United States shall be admitted to any share or part of this
22 Agreement, or to any benefit to arise from the same.
23 11. No member, officer, or employee of the City or their
24 designees or agents, no member of the governing body of the City,
25 and no other public official who exercises any functions or
26 responsibilities with respect to the program which is the subject
27 of this Agreement during his tenure or one year thereafter, shall
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have any interest, direct or indirect, in any contract or
subcontract of the proceeds thereof for work to be performed in
connection with the program outlined under this Agreement.
12. This Agreement may be amended or modified only by
written agreement signed by both parties and failure on the part
of either party to enforce any provision of this Agreement shall
not be construed as a waiver of the right to compel enforcement
of such provision or provisions, nor act to release any surety
from its obligations under this Agreement.
13. All notices herein required shall be in writing and
deposited with the United States Postal Service, postage prepaid
and addressed as follows:
!d.ll.
Consultant
Director of Community Development
Community Development Department
300 North 0 Street, Fifth Floor
San Bernardino, CA 92418
Connerly & Assoc. Inc.
2215 21st Street
Sacramento, CA 95818
14. The Director of the Community Development Department
of the City of San Bernardino is authorized to temporarily
withhold the payment of funds to Consultant when the Director
determines that any violation of this Agreement has occurred.
Funds shall be withheld until the violation is corrected to the
satisfaction of the Director.
Consultant shall have the right to
appeal the decision of the Director to the Mayor and Common
Council. The sole ground for such appeal shall be that no
violation of the agreement has occurred.
Consultant shall file
such appeal within fifteen (15) days after such first
withholding. The Mayor and Common Council shall set a date for
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1 the hearing of such appeal which is within thirty (30) days
2 following the date of filing.
3 15. Financial records, supporting documents, statistical
4 records, and all other records pertaining to the use of the funds
5 provided under this Agreement shall be retained by Consultant for
6 a period of three (3) years, at a minimum, and in the event of
7 litigation, claim or audit, the records shall be retained until
8 all litigation, claims and audit findings involving the records,
9 have been fully resolved. Records for non-expendable property
10 acquired with federal funds provided under this Agreement shall
11 be retained for three (3) years after the final disposition of
12 such property.
13 16. This Agreement shall not be assigned by a Consultant
14 without the prior written consent of City.
15 17. This Agreement shall be in accordance with the
16 provisions of the Request for Proposals distributed by City and
17 attached hereto as Exhibit A and incorporated herein, and shall
18 also be consistent with the proposal submitted by the Consultant,
19 dated October 19, 1987, attached hereto as Exhibit Band
20 incorporated herein. Should there be any conflict between the
21 provisions of Exhibit A, Exhibit B and this Agreement, these
22 conflicts shall be resolved by means of the following priority:
23 Priority #1 - Request for Proposals
24 Priority #2 - This Agreement
25 Priority #3 - The Proposal of Consultant
26 IN WITNESS WHEREOF, the parties hereto have executed this
27 Agreement on the day and date first above shown.
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3 City Clerk
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9 Approved as to form
and legal content:
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CITY OF SAN BERNARDINO
By
Mayor
CONNERLY & ASSOCIATES, INC.
By
Title
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A PROPOSAL TO CONDUCT A
MOBILEHOME PARK STUDY,
SLBMITTED BY
CONNERL Y AND ASSOCIATES, INC.
THE WIRTHLlN GROUP
October 19, 1987
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TABLE OF CONTENTS
Page
SUMMARY OF SERVICES
1
INTRODUCTION
TASK 1: DEVELOP QUESTIONNAIRE
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TASK 2: CONDUCT SURVEY
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TASK 3: TABULATE AND ANALYZE SURVEY RESULTS
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TASK 4: RESEARCH AND ANALYZE MOBILFHOME PARK
RENTAL ASSISTANCE PROGRAMS
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TASK 5: DEVELOP A MOBILEHOME PARK ASSISTANCE
PROGRAM
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TASK 6: IDENTIFY FEASIBLE ALTERNATIVES
14
TASK 7: MEET WITH SFLRCTED GROUPS
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TASK 8: FINAL REPORT
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TIME FRAME FOR COMPLETION OF PROJ~CT
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CONSULTING FEES AND BUDGET
19
DESCRIPTION OF PAST EXPERIFNCE IN DEVELOPING
SIMILAR STUDIES
21
QUALI FICATIONS
23
CAPACITY OF THE FIRM TO PERFORM WORK
WITHIN SPECIFIED TIME PERIOD
24
~PERIENCE WITH GOVERNMENT-FUNDED PROJRCTS
25
REFERENCES
26
AFFIRMATIVE ACTION/FQUAL OPPORTUNITY POLICY
27
RESUMES OF KEY STAFF MEMBERS
SUMMARIFS OF PAST PROJFCTS
TEE WIRTHLIN GROUP CORPORATE CAPABILIrIES
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SUMM~Y OF SERVICES
1. Connerly & Associates, Inc. (C/IU will coordinate
in-person interviews in San Bernardino's mobilehome parks.
The Wirthlin Group (formerly Decision/Making/Information)
will be subcontractors and will provide local
survey-takers to conduct the interviews. The survey
instrument will be prepared by CiA and submitted to the
City for its approval prior to conducting the surveys.
2. A representative of C/A will meet with City officials,
mobilehome park owner representatives, and mobilehome park
residents, as appropriate, to explain and publicize the
survey. A letter will be distributed to each mobilehome
pa r k pro vi ding res idents advance notice of the survey and
explaining its purT;lose. C/A will work with City
officials, resident representatives, and park owner
representatives as necessary to ensure that the survey can
be conducted successfully.
3. C/1\ will develop and distribute by mail a questionnaire
designed to elicit information from mobilehome park owners
or managers.
4. CiA will tabulate the results of both surveys and evaluate
tl1em for their consistency and accuracy. The results of
each question will be presented individually and
cross-referenced for relevant joint variables (such as
income in relation to household size or aqe, housing costs
as a percentage of income, or age of mobilehome correlated
with estimated value). Relevant cross-referencing of
questions will also be reported for the mobilehome park
owner survey.
5. C/A will research the current status of public programs
(state and federal) that may be used to assist low-income
mobilehome park residents. Private voluntary programs a~d
local go"ernment programs will a::'so be reported.
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6. CiA will present a range of alternative assistance
strategies, their use and restrictions, advantages and
disadvantages, and economic consequences. A program will
be recommended, which may include a combination of public
and pri,,"te assistance, resident ownership conversion,
mediation, and other strategies. A cost estimate for the,
alternative strategies and the recommended program will be
included.
7. The survey results, discussion of alternative strategies,
and recommended prog ram will be presented to the Common
Council in a written report. A CiA representative will be
available to present the report in person and answer any
ques tions.
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INftODUCTION
The puroose of this survey is to identify the social and
economic characteristics and housing needs of mobilehome park
residents in the City of San Bernardino. There is concern
among residents and City officials that a substantial number of
households are unable to afford the increasing space rental and
other housing costs they face. This project will identify the
extent of need, the characteristics of those residents in need
of assistance, and alternative solutions.
Another purpose of the survey is to
characteristics of mobilehome parks, space
amenities available in the parks.
determine the
rental costs, and
Connerly & Associates, Inc. is especially well-qualified to .
undertake this study owing to:
*
Our reputation for objectivity and credibility among
park owners and park resident groups.
*
Our experience in conducting three similar studies.
The collective experience of the firm's staff in housing
program development and implementation, housing studies,
and community planning.
We have already obtained a list of mobilehome parks in the City
from the State Department of Housing and Community Development
to determine the number of spaces in each park and, therefore,
the number of resident interviews that will have to be
conducted.
*
This proposal is organized into four sections:
*
A description of the Consultant's approach to the tasks
outlined in the Request for Proposal.
*
A timeframe for completion of project tasks.
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* A statement of the firms qualifications and the
qualifications of individuals assigned to the project.
This section includes a description of relevant past
oro jects, resumes of staff members, experience with
government housing programs, and reference.
* A statement of the firm's capacity to successfully
complete the project within the requested timeframe and
other required certificates.
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TASJ: 1: DEVELOP QUESTIORNAIRE
The most important aspect of this study will be to determine
the characteristics and economic conditions of the City's
mobilehome park residents and the mobilehome parks in which
they reside. The firm will develop two questionnaires: one
will be used for in-person interviews of mobilehome park
residents, and the other one will be for a mailed survey of
mobilehome park owners/managers. The Wirthlin Group will
review the resident questionnaire for its suitability to an
in-person survey.
Review of Questionnaires. CiA will submit copies of the
resident and park owner questionnaires to the Community
Development Department for its review and appro"al prior to
their circulation. At such time, it may also be appropriate to
explain the questionnaire to representatives of the park owners
and residents and solicit their comments. The awareness and
cooperation of the survey group representatives will be
critical to the success of the survey.
Public Notice. At the time the survey is being developed,
public notices of the surveys should be distributed to the
survey groups to give participants advance warning of the
survey and increase the rate of participation. At a minimum,
the following items are suggested:
*
A letter on City stationery to be posted in each
mobilehome park advising residents of the survey.
A letter on City stationery (or from the local
mobilehome park owners' association) to park owners
advising them of the survey.
A notice in each of the local newspapers.
*
*
In addition, the City may wish to advise each resident through
the netwo rk of park resident groups prior to the conducting of
the survey.
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Survey Contents. The contents of each questionnaire must
reflect the purpose of the study: to relate resident
characteristics, economic status, and characteristics of the
mobilehome parks with specific housing needs that may require a
publ ic or private program. Typical questions for the resident
survey would include:
Number of persons in household.
Gender and age of each household member.
Ethnic background.
Household income (monthly) and sources of income.
Monthly housing expenses for space rent, mortgage (if
any), utilities, taxes and insurance, and other park
costs.
Estimated value of the mobilehome.
Estimated household assets from specified sources.
Age, size, and type of mobilehome.
Tenure (owner or renter).
Type of rental or lease agreement.
The Wirthlin Group will review the questionnaire and format it
for easy use by interviewers. The Wirthlin Group will print
the questionnaire (up to 50 closed-ended questions.
*
*
*
*
*
*
*
*
*
*
Typical questions for the park owner/manager survey would
include:
*
Number of each type of mobilehome space (single-wide,
double-wide, etc.).
*
Rent for each type of space (current and historical).
Utilities or other expenses charged to residents
separately by Dark owners.
*
*
Facilities available to residents within the park.
*
Number of homes for sale or rent.
*
Number of vacant spaces by type.
*
Type of rental agreement available.
Any other questions the City deems relevant would also be
included in the survey.
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TASK 2: COlllDUCT SURVEY
The survey will be conducted in two parts. A 100% mailed
survey will be conducted of mobilehome park owners/managers.
Typical response rate to this type of survey is 50-60%. even
with pre-publicity. If CiA believes the results are biased
(that is, certain types of parks are underreported), a
follow-up survey will be conducted for specific non-responding
parks to balance the returns.
The probability of response can be increased by limiting the
number of questions to solicit the minimum information needed
to meet the study's purpose.
The Wirthlin Group conduct the in-person resident interviews.
Their experience in designing and conducting surveys will
ensure that accurate and statistically valid results can be
obtained within the time period allowed for the survey. The
Wirthlin Group will use trained interviewers who will be
clearly identifiable as conducting the City survey so that park
residents will respond. (Ninety percent of the residents first
selected in our San Bernardino County survey in 1984
participated in the interviews.)
Experienced interviewers will be thoroughly briefed and
supervi sed throughout the data collection. Interviews will be
conducted in person at each of the mobilehome parks selected in
the sample.
There are two options for selecting the number of interviews to
achieve the 95% level of confidence with a 5% margin of error.
The first option would be a random survey based on the total
number of spaces. Approximately 338 interviews would have to
be conducted. Under this option, some smaller parks might not
be included in the survey if the random method of selection is
to be preserved.
A second alternative would be to group mobilehome parks into
three sampling sizes: parks of under 40 spaces, parks with
40-99 spaces, and parks with 100+ spaces. Under this
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alternative, more interviews would be conducted to ensure a 95%
level of confidence ( 5%) for each park size group. The larger
number of interviews would ensure that all but the smallest few
parks could be included in the survey.
The following number of interviews would be conducted under
option 2:
Parks under 40 spaces
Parks with 40-99 spaces
Parks with 100+ spaces
Total
164
286
305
755
To achieve the stated purpose of the survey in the City's
Request for proposal, and to be able to include as many parks
in the survey as is feasible within a reasonable cost, we
recommend option 2.
Follow-Up. If certain mobilehome parks are underrepresented
in the resident survey to achieve the 95% confidence level in
the survey, CiA will conduct follow-up interviews at those
parks to complete the survey.
If at least 50% of the mobilehome park owners do not respond to
the survey, CiA wi 11 follow-up by telephone or second mailing
to achieve the desired rate of response.
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TASX J: TABULATE AND ANALYZE SURVEY RESULTS
CIA will meet with City officials to identify the cross
tabulation and the way in which the resident survey results
should be presented in a final report. At a minimum, the
survey results will show:
Number of households by size, age, and income.
Gender.
Housing expenses (including space and other costs).
Percent of income devoted to housing by level of income.
Tenure.
Type and size of mobilehome.
Number of homes with a mortgaqe.
CiA will al so present additional information formats or cross
tabulations if requested in advance by the City.
*
*
*
*
*
*
*
The results of the survey will be presented in a preliminary
report to the community Development Department. Any further
data analysis or follow-up needed will be identified at this
time.
The Wirthlin Group will perform the actual coding and data
processing with up to four banner tabulations for each
question.
The 9ark owner survey results will also be presented to the
City in a preliminary report. The number and type of
mobi lehome spaces, space rents, mobilehomes for sale or rent,
space vacancies, and park amenities will be tabulated. CiA
will follow-up on any data deficiencies from the preliminary
survey results.
After the J:)reliminary survey results have been tabulated, it
may be advisable to discuss these results informally with
representatives of the mobilehome park residents and park
owners. CiA will be available to meet with the City, park
residents, and park owners to discuss the preliminary results
of the survey.
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TASP; 4: RESEARCH AND ANALYZE MOBILEBOME PARP; RENTAL
ASSISTANCE PROGRAMS
preliminary research and previous work in this area by CiA
indicates that, although some federal and state assistance is
available for the development of new mobilehome parks, there
are limited opportunities available to aid renters in their
park payments.
At this point, the only rental assistance comes through HUD's
Section 8 program. This is helpful, however, only in those
areas where existing Section 8 certificates are available.
Section 8 provides rental subsidies to those families defined
as lower income according to a pre-determined percentage of an
area I s family median income. Those eliqible families who rent
either their mobilehome or their space could take advantage of
this program. Housing vouchers may also be available to the
City, as might the mortgage interest credit certificate proqram
for first-time homebuyers.
There are no state programs which directly aid mobilehome park
renters unless they want to form a cooperative and buy a park.
Limited financial and technical assistance is available through
HCD.
Locally, indirect assistance to maintain affordable rents can
be provided through an area's Community Development Block Grant
funds. This program can pay for the improvement of physical
facilities in or near the mobilehome park or can help with the
rehabilitation of the mobilehome units, including energy
conservation activities.
For the development of new mobilehome parks, most of the
federal, state, and local programs which help in the
development of low- or moderate-income housing are applicable.
The federal programs include:
*
HUD's Section 202, which orovides long-term financing at
below-market rates for rental projects develooed by
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private nonprofit
residents.
J
sponsors for elderly and handicapped
* HUD can also provide monthly payments to lenders who, in
turn, reduce mortgage payments to eligible families.
The state HCD programs which assist in new housing development,
including the Rental Housing Construction program or the
Farmworker Housing Grant Program, can be used for mobilehome
parks. The Deferred Payment Rehabilitation Loan Program can
also be used on mobilehomes.
CiA will continue to research what proqrams are beinq used for
mobilehome rental assistance through contacts with reaional,
state, and national housing organizations, and with tenant
qroups and housing fundinq sources. We will contact advocacy
as well as operational groups to make sure all aspects of the
issue are taken into account. Our previous work with WMA and
San Bernardino County has enabled us to develop information on
privately-funded assistance programs. ~
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TASK 5:
DEVELOP A MOBILEHOME PARK ASSISTANCE PROGRAM
From its survey of park owners and mobilehome residents, CIA
will identify the segment(s) of the population which the City
should target for housing assistance. CiA will distinguish
between the needs of various groups in the targeted population:
low-income large families, female-headed households below the
po\'erty level, and low-income elderly households on social
security or pensions with limited prospects for income growth,
are examples.
The magnitude of the need of these targeted groups must next be
identi f i ed. This need would be evaluated based on the current
gap between what targeted households can reasonably afford to
pay, their actual housing cost, and the probable. changes in
this gap due to future earning potential. The "affordability
gap" will be a somewhat subjective measure, as traditional
rules about the percentage of income that should be devoted to
housing have changed over the years. "Affordability" will
depend on the ci rcumstances of different types of households.
The determination of appropriate definitions of affordability
will be undertaken by CiA in close consultation with City
officials.
After CIA has identified the magnitude of the housing needs of
targeted groups, a program strategy can be developed to address
those needs. The program strategy will seek to match potential
funding sources with identified need.
A low-income family with a young head of household might
require assistance of a limited duration until its future
earning potential more closely matches it housing expenses.
Conversely, an asset "rich" but income "poor" elderly household
might be suited to an income maintenance T;lrogram that involves
reverse annuity or some other form of repayment.
CIA will have identified potential sources of funding and
programs that have oT;lerated in other jurisdictions. It is
likely that potential funding sources will not be adequate to
fully address the maqnitude of need identified by CiA.
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Therefore, CiA will recommend a program that would target
assistance to the highest priority (as determined by the
magnitude of need and City policies) segment of the population
in need.
.
The program would have to be structured so that potential
recipients of assistance meet government eligibility
requi rements if oubl ic funds are used. If existing state or
federal sources of funds have constraints that unduly limit the
use of those funds in the program, CIA will propose possible
strategies to overcome those constraint, including changes in
the prog ram to meet state or federal guidelines or changes in
the guidel ines that the City could propose to state or federal
officials.
The program developed by CiA will include suggested eligibility
requirements (income, age, assets, length of residency, etc.),
the method of selecting recipients of assistance, proposed
application forms, method of monitoring and evaluating the
orog ram, a recommended i ni tial duration, and the appropriate
administrative agency.
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TAS~ 6: IDENTIFY FEASIBLE ALTERNATIVES
CiA will suggest public or private strategies which could
augment, complement, or substitute for the recommended program.
One possibility would be to solicit support from park owners
for a voluntary private effort to supplement the City's
program. This private effort could take the form of cash
contributions to an independently administered private
assistance pool or a rent reduction/stabilization program for
eligible applicants.
CiA will detail how program alternatives can be administered
and what sources of funds would be used to provide assistance.
To be feasible, alternatives to public assistance must have the
support of a majority (ideally all> of mobilehome park owners
in the Ci ty. CIA is uniquely qualified to elicit this support
due to our previous work with the Western Mobilehome
Association, San Bernardino County, and our contacts among park
owners. CiA would work in conjunction with WMA's Southern
California areas representative to seek an agreement among City
park owners as to their involvement in a separate, private
assistance program which complements the City's pilot program.
CIA will also evaluate the advantages, disadvantages, and
economic consequences of a rent control or stabilization
orogram. This evaluation would consider who would benefit,
what the level of benefit would be, how park owners' investment
and operations decisions might be affected, and how effective
rent control or stabilization would be in targeting assistance
to the residents most in need of assistance.
There are a number of alternatives which will need to be
examined before determining the most feasible lead agency for a
pilot program of rental assistance.
Examples of the various methods of operations, complementary
funding sources, and programs which show beneficial results
will have to be examined carefully and evaluated fully to
determine which operations are effective in dealing with the
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various groups involved in this project.
evaluating the programs will include:
1. Fiscal reasonability: Is the program using its money
efficiently? Are overhead costs in reasonable proportion
to program costs?
Criteria for
2. Long-term viability: will the resources be consistently
available over the long-term, or will the program suffer
from uncertainty in its funding future?
3. 'Effectiveness of program: Does the program reach the
target population in a systemmatic way, or is it an
incidental approach to a growing problem?
CIA I S recommendation for a lead agency will be determined by a
number of factors, including the recommended sources of funding
and capabilities of various groups or agencies to work
cooperatively with those involved. Informal discussions with
private park owners, the local housing authority, and other
local government officials will help to determine the most
appropriate lead agency.
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TASIt 7: MEM' WITH SELECTED GROUPS
CiA will be available to meet with interested participants as
the City deems necessary. Essential to the success of this
program will be early involvement of the Golden State
Mobilehome Owners League and the Western Mobilehome
Association.
At a minimum, the City should solicit comments before the
survey is conducted, conduct a post-survey meeting to discuss
survey results, and conduct a meeting prior to submission of a
final report to discuss the suggested pilot program,
alternatives to the program, and the monitoring and evaluation
of the program.
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TASK 8: FINAL REPORT
CIA'S final report to the City will contain the results of the
survey, a description of the program and its administration, a
description of program alternatives, and an explanation of the
entire project. This explanation will include the preparation
of the survey questions, the method of conducting the survey,
the criteria used in determining need and identifying the
appropriate target population, and the reasons for selecting
the suggested pilot program. The report will also contain a
glossary of state and federal programs that provide assistance
to mobilehome residents.
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TIME FRAME POR COMPLETION OF PROJECT
(Measured in Days from F.xecution of Contract)
ACTIVITY
TIME FRAME
Submit survey form to City
Conduct pre-survey meeting
Conduct survey of parks owners
and residents
Evaluate and report on survey
results
Conduct post-survey meeting
Research and analyze programs in
other jurisdictions
Analyze available fundinq sources
Develop alternatives
Draft report and meeting to discuss
findi ngs
Submit final report to City
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7
10
35
45
50
30
45
60
80
90
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CONSULTING PEES AND BUDGET
.
Connerly , Associates, Inc. Fee Scbedule:
Ward Conner1y (Principal)
Jeff Goldman/Steve Baker (Senior)
Sophia Pagoulatos (Associate)
Secretary
$45/hour
$38.75/hour
$31.25/hour
$15/hour
The Wirtblin Group:
Subtotal (Personnel)
Option 1 Option 2
(N=338)* (N=755)*
$4,056 $9,060
$2,535 $4,152
$6,591 $13,212
Date collection/consulting
(@ $12 per interview)
Data 1;lrocessing
PROPOSED COST
Personnel:
Hours
Cost
Connerly , Associates, Inc.
Principal
Senior
Associate
Sec retary
15
220
20
25
$ 675
8,525
625
375
The Wirthlin Group
Account Associate
Interviewers
Computer Tabulation
Other
Subtotal (Personnel)
i10,.20Q
*N = number of interviews to be conducted.
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Non-Personnel
Connerly . Associates, Inc.
Travel* .
Copying, Telephone, Materials, Etc.
$2 ,200
600
The Wirtblin Gronp
and telephone costs.)
Option 1:
Option 2:
Subtotal (Non-Personnel)
(Travel reimbursement for interviewers
$ 300
600
Option 1 - $3,100
Option 2 - $3,400
TOTAL PROPOSED COST:
Option 1
Option 2
(N=338)
(N=7551
$19,891. 00
$26,S12.00
*Travel budget for CiA would allow for a maximum of seven trips
to San Bernardino - assumes one pre-survey meeting, two
post-survey meetings with staff, two meetings with
resident/park owner representatives, and two meetings before
the .city Council. 1'\dditional meetings requested by City will
be charged at actual travel and time expenses.
Method of Billing
Connerly & Associates, Inc. will submit invoices for payment
upon completion of task and presentation of a product.
However, the Wi rth lin Group requests that partial payment for
their interviews and tabulation of questionnaires be provided
in advance. Therefore, we will request that 60% of the
Wirthlin Group's survey costs be paid prior to conducting of
the survey. The terms and time frame for payment can be
negotiated at the time a contract is preoared.
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DBSCRIPTION OF PAST EXPERIENCE IN
DEVELOPING SIMILAR STUDIES
The characteristics of this project require skills in the
primary areas of housing ,needs identification and assessment,
data analysis, and program design. During the course of its
14-year history, Connerly & Associates, Inc. has successfully
undertaken several dozen '9rojects which demonstrate the firm's
experience in developing similar studies. We specifically
guide your attention to the following:
*
A statewide pilot mobilehome park rental assistance
program for the Western Mobileh~e Association
This project is considered to be the only one of its
kind ever undertaken in California and involved
virtually the same tasks as are specified in the City of
San Bernardino RFP. The basic difference is that the
WMA study was of a statewide nature.
*
A manufactured housing feasibility study for the County
of Sacramento
*
This project was designed to identify the
characteristics of the "manufactured" housing population
in Sacramento County and to present recommendations for
placing manufactured housing on single-family lots in
the County. The project involved extensive surveys of
mobilehome parks.
Mobilehome park surveys in San Bernardino County
(Yucaipa) and Sonoma County
In each of these projects, Connerly & Associates, Inc.
conducted a survey of mobilehome park residents and
owners. The San Bernardino County survey involved 410
in-person interviews in the Yucaipa area plus a mailed
que stionnai re to 41 park owners. The Sonoma County
survey involved 3,000 mailed questionnaires to
mobilehome park residentS" throucrhout the county plus
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mailed survey forms to over 100 park owners. In
addition, the San Bernardino County study included
recommendations for a housing assistance program and an
evaluation of alternative housing assistance strategies.
· preparation of housing elements
The firm has been a leading force in assisting local
governments to develop general plan housing elements
which comply with California statutes. All the features
of the City of San Bernardino study are involved in
housing element projects - needs assessment, data
analysis, and program design being among the most
obvious components.
.
Preparation of applications for governmental funding
The firm has successfully prepared literally dozens of
applications for its clients seeking assistance under
various federal and state housing assistance programs,
including Section 312 rehabilitation loans, Farmer's
Home Administration loans, Small Cities Community
Dev e 1 opme n t Block Grant prog rams, Section 8/Substantial
Rehabilitation Assistance, Special User Hotel
Rehabilitation Program (HCD), and CHFA Single-Family
Financing Programs. '
It is estimated that the firm has successfully prepared
applications for cities and counties which have
generated over $13 million in funding under governmental
programs. This experience should suggest substantial
knowledge of governmental housing assistance programs.
.
Administration of housing programs
Under contract, CiA is administering Community
Development Block Grant and housing rehabilitation
programs in seven cities and counties. In one instance,
Butte County, CiA has provided staff services since
1975. The firm has also successfully prepared over a
dozen grant applications.
The Butte program is particularly relevant to the
Yucaipa project, because of the comparable
characteristics of the community and the necessity to
design a tandem program to offset the impact of
increased housing costs on lower-income tenants whose
residences are rehabilitated.
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QUALIFICATIONS
Established in 1973, Connerly & Associates, Inc. has become one
of California's leading consulting firms that specializes in
housing and community development. Hec,ding the firm is Ward
Connerly, President and principal Consultant. The corporate
office is located in Sacramento, California.
The following members of CiA staff will be assigned to this
project:
Ward Connerly, Principal Consultant
Jeff Goldman, Senior planning Consultant (project Director)
Steve Baker, Senior Consultant
Sophia Pagoulatos, Associate Consultant
Although other staff members may be assigned to the project,
the extent of their involvement is not deemed sufficient to
warrant specific inclusion in this proposal.
Connerly & Associates, Inc. will be assisted by the Wirthlin
Group in the design and conducting of the survey. The use of
this firm, which is headquartered in Southern California, will
achieve significant cost savings to the project. Veronique
Swett will be assigned to supervise work related to the survey.
It should be emohasized that CiA will maintain responsibility
for total project coordination and liaison with the Wirthlin
Group, which will serve as a subcontractor to Connerly &
Associates, Inc.
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CAPACITY OP THE PIRM '!'O PERFORM WORK
WITHIN SPECIFIED TIME PERIOD
The Wirthlin Group has local interviewers available and can
schedule the survey within the time frame requested by the
City. Connerly & Associates, Inc. has samples of
questionnaires from previous mobilehome surveys which can be
quickly adapted for the City's survey. CiA also has collected
extensive information on housing assistance programs and
mobilehome park programs that can be used in the study.
Jeff Goldman will be responsible for project management and
will represent the firm at all meetings in San Bernardino. He
will prepare the questionnaires and coordinate their
distribution. Veronique Swett of the Wirthlin Group will
supervise the resident survey and the tabulation of survey
results.
Alternative program development and evaluation will be prepared
by Jeff Goldman with the assistance of Steve Baker and Sophia
Pagoulatos. Goldman will prepare and present the final report
to the City.
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EXPERIENCE WI~ GOVERNMENT-FORDED PROJECTS
Connerly , Associates, Inc. has 14 years of experience in
working with state and local government agencies on community
planning, housing, and energy projects. Below is a partial
list of past and present government clients.
Anderson
Butte County
California Energy Commission
Chico
Daly City
Davis
Del Mar
Emeryville
Folsom
Fort Bragg
Foster City
Glendora
Gridley
Lakeport
Nevada County
Newport Beach
Redwood City
Sacramento County
San Bernardino County
San Diego
Santa Rosa
Shasta County
Sonoma County
Sui sun City
Tracy
Walnut Creek
Yolo County
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REFERENCES
COUNTY OF BUTTE
CONTACT:
William Cheff, Director
Department of Public Works
County of Butte
25 County Center Drive
Oroville, CA 95965
(916) 538-7681
CITY OF NEWPORT BEACH
CONTACT:
Craig B1ue11, Senior Planner
City of Newport Beach
P. O. Box 1768
3300 Newport Boulevard
Newport Beach, CA 92663
(714) 644-3223
COUNTY OF SAN BERNARDINO
CONTACT:
Douglas Payne
Community Development Department
County of San Bernardino
474 5th Street
San Bernardino, CA 92415
(714) 383-2563
WESTERN MOBILEHOME ASSOCIATION
CONTACT:
Dennis Amundsen, Executive Director
Western Mobilehome Association
1121 L Street, Suite 400
Sacramento, CA 95814
(916) 444-8847
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AFPIRMATIVE ACTION/EQUAL OPPORTUNITY POLICY
In rendering the services contemplated in this proposal,
Connerly & Associates, Inc. will ccmplywith the applicable
requirements of Title VI of the Civil Rights Act of 1964, Title
I of the Housing and community Development Act of 1974, as
amended, the Age Discrimination Act of 1975, the Rehabilitation
Act of 1973, Section 3 of the Housing and Urban Development Act
of 1968, the Fair Employment and Housing Act, and their
implementing regulations.
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RESUMES OF KEY S1 AFF MEMBERS
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C
WARD CONNERL Y
PRINCIPAL CONSULTANT
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Academic Qualifications
B.1L, Political Theory, California State
University, Sacramento, 1962.
Professional Experience
President & Principal Consultant, Connerly &
Associates, Inc., March 1973 to present.
Chief Deputy Director, California Department of
Housing & Community Development, January 1971 to
March 1973.
Ch ief Consul tan t, Assembly Committee on Housing
and Community Development, January 1970 to January
1971.
Community Development Coordinator, California
Department of Hous i ng & Community Development,
January 1966 to January 1970.
Assistant to the Director, Sacramento Housing
and Redevelopment Agency, January 1964 to January
1966.
Special Professional Assignments
Appointed by Governor George Deukmejian to the
Consumer Advisory Council in 1985.
I nvi ted as one of six housing experts to brief a
group of California judges on housing issues at
the Silverado Country Club in 1981.
Apoointed by the California Chapter, American
Planning Association and the California Planning
Founda t i on to se rve on a 12-member task force to
reform California's planning law.
Served on a Select Panel aopointed by the Director
of tlJe Department of Housing and Community
Development to evaluate the housing element review
process.
Served on a Select Committee appointed by the
Business, 'I'ransDortation, and !-Iousi~q 1\gency to
evaluate the California Bnvironmental Quality Act.
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JEFF GOLDMAN
SENIOR PLANNER
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Academic Qualifications
Master,
1981.
B.S., Environmental Planning
University of California, Davis,
Urban Planning, University of Washington,
and Management,
1979.
Professional Training
American Institute of Certified Planners
(certified May 1983)
California Environmental Quality Act (1983)
Subdivision Map Act (U.C. Davis, 1983)0
Planning-Zoning Clinic (U.C. Berkeley, 1984)
Enforcement of Zoning & Subdivision Regulations
(U.C. Berkeley, April 1984)
Title 24, California energy conservation standards
Professional Experience
Senior Planner, Connerly & Associates, Inc.,
October 1982 to present
Associate Planner, Connerly & Associates, Inc.,
June 1982 to October 1982
Planning' Development Specialist, (Municipal
Government Intern Program), Seattle Department of
Construction & Land Use, February 1980 to Aoril
1982
Research Analyst, Connerly & Associates, Inc.,
June 1978 to Seotember 1979
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STEVEN W. BAKER
SENIOR CONSULTANT
Academic Qualifications
B. A., Political Science, University of
California, Davis, 1980.
Professional Experience
Senior Consultant, Connerly & Associates, Inc.
October 1982 to present.
Associate Consultant, Connerly , Associates,
Inc., December 1981 to October 1982.
Intern, California State Senate, January 1979
to June 1979.
Professional Assignments
Administration of two construction industry
promotion funds, including financial manaqement,
analysis of grant aoplications, and overall
coordination of organization activities.
Manaqement of Butte County's Community Development
Block Grant program since 1981, including the
housing rehabi litation program, installation of
sewer and drainage systems, street reoairs,
commercial rehabilitation and a neighborhood
cleanup campaign.
Management of rehabilitation programs in ~nderson,
Grass Valley, and Lakeport.
Formation of a neighborhood-based nonprofit
housing corporation in Butte County.
Preparation of successful applications for the
Small Cities Community Develooment Block Grant
Program and the Rental Rehabilitation Proaram.
Conducted
l1ousehold
conditions
a9?lications
neigl1borhood surveys, incl'~ding
characteriotics and/or l10using
for a number of communities for grant
and housing elements.
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SOPHIA PAGOULATOS
ASSISTANT CONSULTANT
Academic Qualifications
-
University
Behavioral
Planning, June
of California, Davis,
Sciences with em~hasis
1987.
Applied
in Urban
Dean's Honor List, Bdward Kraft Unsolicited
Scholarship Award, Phi Kappa Phi Honor Society.
Graduated with High Honors.
Professional Experience
Assistant Consultant, Connerly & Associates,
Inc., June 1987 to present.
Research Assistant, Connerly & Associates, Inc.,
November 1986 to May 1987.
Research Intern, Davis Community Housing, Inc.,
October 1985 to June 1986.
Special Professional Assignments
Administers housing rehabilitation programs for
Butte County and the City of Redwood City.
Provided technical assistance for the California
Building Officials' Energy Hotline.
l\ssisted in preparation of Folsom General Plan
Land Use ~lement.
conducts research for Resources C~nter.
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SUMMARIES OF PAST PROJECTS
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MANUFACTURED HOUSING RESIDENTIAL
FEASIBILITY STUDY
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Client
County of Sacramento
Date
September 1980
Contact
Sam Miller, Director
Planning Department
County of Sacramento
700 "H" Street
Sacramento, CA 95814
(916) 440-6141
project Goal
This study was designed to assess the feasibility
of placing manufactured homes on residentially-
zoned lands.
Methodology
Mobilehome dealers and associations were
contacted. Additionally, a survey of manufactured
housing types in Northern California was conducted
and government regulations were taken into
account. Aesthetic and design considerations of
newer mobilehomes were discussed, as were the
economic considerations of mobilehome purchase.
Key Personnel
Ward Connerly
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MOBILEHOME SPACE RENTAL ASSISTANCE PROGRAM
.
Client
Western Mobilehome Association
Date
January - August 1984
Contact
Dennis Amundson, President
Western Mobilehome Association
1121 L Street, Suite 400
Sacramento, CA 95814
projectGoals
To develop a privately-sponsored orogram to assist
low-income mobilehome oark residents experiencing
difficulties in meeting their mobilehome space
rents.
Methodology
Conducted a statewide sample survey of mobilehome
park rents, examined special census report on the
characteristics of mobilehome residents, examined
state and federal housing assistance programs that
aooly to mobilehome residents or parks, and
examined two existing privately-sponsored
mobilehome assistance program.
Key Personnel
Ward Con~~rly
Jeff G01d~an
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MOBILEHOME PARK TENANT ASSISTANCE PROGRAM
Client
San Bernardino County
Date
October 1985
Contact
Douglas Payne
Department of Community Development
County of San Bernardino
1111 E. Mill Street
San Bernardino, CA 92408
(714) 383-2563
project Goals
To estimate the number of mobilehome park
residents in the Yucaipa Valley in need of rental
assistance and to structure a rental assistance
program.
Methodology
Conducted a survey of mobilehome oark residents
and owners, examined government and private
assistance programs, and develooed a resident
assistance program.
Key Personnel
Ward Connerly
.Jeff Goldman
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ADMINISTRATION OF COMMUNITY DEVELOPMERT BLOC~
GRANT PROGRAMS
clients
Butte County (1975 to present)
City of Chico (1975-1977)
City of Anderson (1982)
City of Emeryville (1979 to 1985)
City of Lakeport (1986 - )
City of Daly City (1976-1978)
Contacts
William Cheff, Director, Public Works
County of Butte
(916) 534-4681
Fred Davis, Chico City Manager
(916) 895-4S02
John Anderson, Director
Emeryville Redevelopment Agency
(415) 658-8901
William Murphy, Anderson City Manager
(916) 365-2523
Don Fleming, community Development Director
City of Daly City
( 415) 99l-S055
Project Descriptions
Administered housing rehabilitation, public works,
and other miscellaneous activities, including
marketing of programs, conducting of housing
conditions surveys, processing of applications,
and coordination of rehabilitation work.
Key Personnel
Ward Connerly
Steve Baker
Christine Taylor
Ann Muller
Bob Dunn
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GENERAL PLAN HOUSING ELEMENTS
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clients
Butte County (1981)
Del Mar (1985)
Fort Bragg (1984)
Glendora (1982)
Los Altos Hills (1985)
Newport Beach (1981, 1984)
Shasta County (1985)
Davis (1983)
Emeryville (1985)
Foster City (1986)
Lakeport (1985)
Santa Rosa (1979)
Folsom (pending)
Walnut Creek (1986)
Contacts
Craig Bluell, Senior Planner, Newport Beach
(714) 644-3223
Richard Marks, Planning Director, Foster City
(415) 349-1200
Pamela Tuft, Senior Planner, Petaluma
(707) 778-4301
Charlotte Flynn, Senior Planner, Walnut Creek
(415) 943-5834
Brad Kortick, Planning Director, City of Folsom
(916) 355-7200
Project Goals
To assess current and future housing needs,
including housing costs versus affordability, new
construction needs, and rehabilitation needs.
Methodology
Collect data from aporooriate government agencies,
conduct original surveys, collect real estate and
sales data, examine buildina permit recnrds.
Key Personnel
Ward Connerly
Jeff Goldr.,an
Chris~i~~ T~ylcr
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SPECIAL STUDIES OR HOUSIRG, DEVELOPMENT, AND LAND
USE ISSUES
.
Client
California Building Industry Association
Titles and Dates
The Housing Industry in Crisis: Recommendations
for Pension Fund Investment Programs (1974)
The California Coastal Planning Process and the
Building Industry: An Affirmative Strategy (1974)
Recommendations for Improving the Coastal
Management Process (1975)
Fair Share Allocation & the Bldg Industry (1979)
New Financing to Build in the SOs (1979)
The Housing Crunch (1978, 1980, 1983)
The Implications of Inclusionary Housing Programs
(1979 )
Fiscal Impact Analysis: A Broader Context (1979)
The Planning Process and Its Relationship to the
Building Industry (1979)
The Feasibility of the Density Bonus in Relation
to Inc1usionary Housing Programs (19S0)
Inc1usionary Housinq Orange County: A Look at the
preliminary Results (1981)
Comprehensive Land Use Policy of the California
Building Industry Association (1982)
Fiscal Impact Manual: Development Can Pay (1982)
Using Tax Exempt Mortgage Revenue Bonds in
California (1982)
Financing School Facilities (1983)
Balancing CEQA and Housing (1983)
Ensuring Adequate Infrastructure for New
Development in California (1984)
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SONOMA COUR'I'Y MOBILEHOM! PAlUt SURVEY
Client
Sonoma County Housing Authority
Date
1986
Contact
Janie Walsh, Director
Sonoma County Housing Authority
2403 Professional Drive, Suite 103
Santa Rosa, California 95401
Project Goals
To develop a socio-economic profile of mobilehome
park residents in Sonoma County, to determine
their financial capacity to continue to live in
Sonoma County, and to determine the
characteristics and conditions of mobilehome parks
in the county.
Methodology
A mailed survey was distributed to 3,200
mobilehome ?ark residents in the county (excluding
the City of Santa Rosa), about 50% of all
mobilehome park residents. The survey
questionnaire contained questions on income,
housing costs, characteristics of the mobilehome,
and satisfaction at their present residence. A
separate questionnaire was mailed to each ?ark
owner and contained questions regarding park space
rents, park amenities, leases, and utility costs.
Key Personnel
-
Jeff Goldman
Ward Connerly
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THE WIRTHLIN GROUP
CORPORATE CAPABILITIES
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TIlE WIRTILIN GROtF
CORPORATE CAPABILITIES
BACKGROUND
Since 1969, The Wirthlin Group (formerly called Decision/Making/
Information) has developed high-yield research for a broad range of
private and public sector clients. Our clients interface directly
with senior staff supported by highly trained personnel, stringent
qua 1 ity control procedures, and state-of-the-art research techn iques
and information technology.
Since its inception in 1969, The Wirthlin Group has grown to become
one of the largest .survey research firms in the United States. Our
staff has conducted over 5,000 survey research projects, interviewing
millions of respondents. The Wirthlin Group has its headquarters in
McLean, Virginia with offices in Santa Ana, California; Princeton, New
Jersey; Chicago, Illinois; and Provo, Utah. Staff includes over 300
full-time and part-time employees.
Research projects conducted by The Wirthlin Group include both
cross-sectional and longitudinal (tracking) studies for a variety of
marketing, public affairs and political clients. Professional staff
includes specialists in survey design, data collection and management,
sampling, statistics, electronic data processing, and communications.
Our extensive experience and expertise qual ifies us to manage the
technical, organizational, timing, and manpower demands of sophisti-
cated, custom research.
The Wirthl in Group offers a fully-integrated survey research package
de 1 i vered through a sing 1 e source. A 11 phases of a survey research
study are handled by our personnel, thus insuring confidentiality and
efficiency. The firm does not need to rely upon subcontractors or
consultants for services such as questionnaire construction, research
design, sampling, field supervision, coding, data processing or
statistical analysis.
Our research strengths include:
. Communications strategy development and assessment
. "Brushfire" (situation analysis) and tracking studies
. Corporate identity/image assessment
. Positioning studies
. Executive business-to-business studies
. Public affairs/legislative issue research
. Political campaign strategy development and monitoring
. Segmentation and tracking studies
. Consumer behavior and market modeling
. Database development and applications
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QUESTIONNAIRE DESIGN
The Wirthl in Group has designed thousands of questionnaires for its
surveys and has extensive experience in telephone and in-person
interviews.
Major considerations for the design of a questionnaire are as follows:
. Clarity of meaning
. Order or sequence bias -- for example, making sure a knowledge
question is not asked after a question that could provide the
knowledge.
. Sequence funneling;
general to specific
easy to difficult
interesting to less interesting
non-sensitive to sensitive
. Elimination of word ambiguity and wording that is too
sophisticated.
. Balance between contrasting parts of the questionnaire and
impartiality.
. Expectations that responses lie within respondents' realm of
experience or capability to answer.
SAMPLE DESIGN
Effective survey research must be based on a sample truly
representative of the universe of interest. The random-digit sampling
methodology used on national and statewide telephone surveys produces
a result which closely approximates that of a simple random sample of
all households with telephones.
The Wirthlin Group's telephone interviewing standard is to dial from
state-of-the-art computer-drawn random digit telephone samples. In
this manner, random samples are produced that include both listed and
unlisted telephone numbers and represent the population of households
with telephones.
SAMPLE CONTROL PROCEDURES
At The Wirthl in Group our research professionals accurately follow
instructions concerning sample construction and implement stringent
sample control techniques to ensure the integrity of the sample
throughout the interviewing process.
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The Wirth1in Group employs a variety of proven sample control methods.
Interviewers are provided with explicit instructions for each study on
how to record sampling activities and are trained to record the
disposition of every telephone call. Up to three callbacks are
routinely placed in order to locate respondents thus maintaining the
integrity of the sample. Continuous monitoring by supervisors and
check-in of completed interviews by a sampling specialist provide
further sample control.
By combining accurate sampling methods with careful management of the
sample in the field, our clients can be confident that the results
obtained accurately reflect the population under study.
Mos t telephone stud ies are conducted on our computerized telephone
interviewing system which allows us to maximize productivity, quality
control and speed.
FIELD DEPARTJIoENT
A. Resources and Personnel
The Wirthlin Group maintains a central location telephone inter-
viewing center with a total of 100 telephone stations in Provo,
Utah. The telephone center includes remote monitoring stations
from which supervisors can unobtrusively listen to ongoing inter-
views and provide illlllediate corrective feedback to staff. The
telephone center is specially designed to facilitate training and
staff meetings. The Wirth1in Group encourages clients to visit
the Provo facility at any point in the study. In addition, we can
connect client personnel to the remote monitoring station by
telephone so that 'they can, at their convenience, monitor any or
all ongoing interviewing on their project from any telephone in
the country. The Wirth1in Group employs approximately 250 fully
trained interviewers. Supervisory personnel are present on all
shifts. With one supervisor or team captain for every eight to
ten interviewers, we maintain one of the highest supervisor-to-
interviewer ratios in the industry. The company employs full-time
experienced field management staff to control and manage field
interviewing with quality, efficiency and accuracy. Bilingual
interviewers and executive interviewers are part of our regular
field force.
The Wirthlin Group also has an experienced full-time field staff
which specializes in the control and monitoring of our network of
local field services when our projects require personal inter-
viewing. We have a proven track record of excellence in field
interviewing assignments which require personal interviews and The
Wirthlin Group is equipped to conduct this type of work in
virtually any city or location in the United States.
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B. Standard Field Procedures
Training. All interviewers attend a comprehensive training
session upon employment. The training program is comprised of
lectures on questioning and recording skills as well as practice
sessions on the key aspects of quality interviewing. This is then
followed by 20 hours of on-the-job training. In addition, all
interviewers receive specific instructions for each project about
sample utilization and questionnaire administration, and must
demonstrate interviewing proficiency with the survey instrument
before contacting respondents.
Monitoring. Supervisory personnel, as well as the Quality Control
Specialist, continually and randomly monitor approximately 15% of
the interviews from telephone monitoring stations strategically
located throughout the center. Interviewers, unaware of when they
are being monitored, receive illlllediate feedback on their
interviewing skills. Thus, a high level of consistency and
accuracy in interviewing is maintained throughout the duration of
a study. In addition, specially equipped monitoring equipment
allows the clients to monitor the interviewing process from any
location throughout the country.
Editing. All completed interviews are edited several times.
First, individual interviewers review their completed question-
naires to check for complete, clearly-marked responses. Next,
supervisors and/or Field Editors check questionnaires for
completeness, probing quality, logic and skip pattern adherence.
In addition, computerized quality control reports are produced for
each interviewer to insure interviewing consistency and accuracy.
Production. Interviewers record the disposition of all dialings
on Call Record Sheets, which are reviewed for completeness by
supervisors daily. This allows for tracking of interviewer
productivity as well as overall project status. Further, the
Telephone Center Manager prepares a production report for each
project at the end of each shift, indicating incidence rate, total
contacts, productivity rate, interviewing hours and completed
interviews. A variety of special production reports are available
on request.
CODING DEPARTJIoENT
A. Resources and Personnel
The Wirthlin Group's Coding Department employs a staff trained in
both open- and closed-end coding. In addition to extensive
training and quality control, our coding staff represents years of
service, providing clients with expertise and stability available
from few other firms.
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Procedures
.
Open-end questions are coded using a concept-coding technique,
which produces several major categories and detailed subheadings.
Open-end coding does not proceed until the Project Director and
the c1 ient approve the coding scheme. Each open-end question is
discussed with staff before coding begins. In addition, all
questions are referred to a designated referee (usually the
individual who developed the coding system) to ensure consistency.
Furthermore, supervisors check 15% of open-end codes for accuracy.
Finally, each part of a questionnaire is assigned to specific
individuals and coded exclusively by them for additional
consistency and accuracy.
DATA PROCESSING DEPARTJIoENT
A. Hardware
The Wirth1in Group's computer system is a network which
distributes processing to allow for maximum efficiency and
reliable backup. Te1ecolllllunications provides the link between our
four main locations. Clients with compatible equipment have been
included in the network allowing for electronic mail and file
transfer.
The main processors in the network are Digital Equipment
Corporat ion's PDP-1l170, PDP-ll/34 and VAX-1l1730. These three
computers provide over 1.5 billion bytes of data storage on seven
disk drives, 30 CRT terminals, two high-speed tape drives, five
high-speed printers, and five letter-qual ity printers. The two
POP computers utilize the RSTS/E operating system, while the VAX
operates under UNIX.
Linked to this system is the IB~-PC network. The personal
computers allow hands-on manipulation of data by Project Directors
and Account Executives. Also included in the network is our
computerized telephone system, which includes 40 IBM-PC equipped
interviewing stat ions. The PC network adds near ly 200 mi 11 ion
bytes of data storage on three Tallgrass hard disks, computer
graphics and three dot-matrix printers to the system.
The computer system is utilized in every aspect
initial client contact through finished product.
increased efficiency and quality.
of a study, from
This guarantees
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B. Software
Our state-of-the-art computerized interviewing system does
everything for the interviewer except ask the questions. It
provides:
- better interviewing due to automatic questionnaire flow,
complete control of dia1ings and quotas,
- redundancy of data storage and elimination of total system
failure because of DOLI's distributed nature,
- cost efficiencies by reducing data entry labor.
QUENTRY pro v ides on- 1 i ne
invalid responses are
correction is utilized.
data entry. Skip patterns are checked,
rejected and 100% verification and
The Wirth1in Group's tabulating capabilities are the best
available for handling survey data. Our QUANTUM system allows for
straightforward tabs, complex data manipulation, multidimensional
weighting and a variety of statistics. We can provide data in
virtually any format to help accomplish the study objectives.
Multivariate statistics are available via QUANTUM's Q-STAT,
SPSS/PC and SPSS/PC+.
C. Procedures
The company maintains its own staff of data processing specialists
who, over the years, have developed specialized and efficient
software systems used for process ing the 1 arge and var ied data
bases we encountered. All basic statistical routines, as well as
a large number of less-used routines, have been adapted to the
company's requirements of speed and clients' requirements of ease
of understanding.
The Wi rth 1 in Group is well-prepared to format or convert data to
meet its clients' specialized needs.
DEMANDING TIME SCHEDULES
The primary role of survey research is to provide a client timely,
accurate information. The nature of this decision-making process
often means that information is needed in a very short time. A
successful survey research firm thus must have the abil ity to obtain
information both rapidly and accurately.
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Because of the importance of quick results to most of our clients, the
firm operates under an overall research schedule which is reviewed
each week. A 11 projects schedu led for that week are di scussed,
priorities are developed, and daily quotas are assigned to each
corporate area, including field, coding, computer processing,
analysis, word processing and printing. This overall coordination
keeps the project operating on schedule and ensures that each
department is aware of its own responsibilities.
CONFIDENTIAlITY
The area of confidentiality in survey research is one which is
receiving increased attention. A suspicious public is often wary
about the interviewing process and the amount of data being collected
by seemingly innumerable organizations and government agencies. The
sensitive information requested in studies is also a worry for many
people. These factors act to make the interviewing task increasingly
difficult. A respondent be convinced of the need for a survey and he
must be reassured that the data provided will be used only for the
specified purpose, that identity will be protected, and that the
information obtained will in no way be harmful.
The many projects which The Wirth1 in Group has conducted over the
years have provided us with a broad range of experience dealing with
these problems. We have collected sensitive, personal information on
a wide variety of topics, including financial, legal, medical,
marital, and educational data. Often, the type of respondent required
makes the issue of confidential ity more sensitive. This experience
has made us acutely aware of the need to guarantee confidentiality to
each respondent in a manner which can be understood and accepted.
Interviewers must be able to answer a respondent's questions without
biasing study results. This is one of the reasons it is our policy to
train all interviewers for each specific study they will be working
on, regardless of their past experience.
The structure and policies of a company are also important in
maintaining confidentiality. Because The Wirthlin Group is a
full-service firm, the entire process (including questionnaire
development, research design, sampling, printing, field supervision,
coding, data processing and statistical analysis), is completed by our
personnel who are required to maintain confidentiality at all times.
Computer data facilities and data files are accessible to employees on
a need-to-know basis only. Upon completion of all data analysis, data
tapes and critical documentation are stored in a secured area.
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During the study itself, several techniques are used to guarantee the
confidentiality of the information which is collected. These may
include: .
. Use of a statement must be signed by all interviewers to show
that they agree to keep all information in confidence.
. Detachable face sheets -- the only place where name, address
and personal identification information is recorded.
. Use of a preliminary statement of confidentiality which is read
aloud by the interviewer.
. Use of code numbers only to identify all respondents once field
interviews have been completed.
. Secured data files where all personal information is stripped
from the main interview and placed in a separate file with
1 imited entry.
. Suppression of aggregate and subgroup information where data
comes from fewer than five respondents.
Us i ng these procedures, The Wirth 1 i n Group is ab 1 e to assure both
respondents and clients of the confident i a 1 i ty of survey material
throughout all stages of a project.
MULTILINGUAl CAPABILITIES
The Wirthlin Group has performed large-scale multilingual surveys in
Spanish, Vietnamese, Cambodian and Laotian.
The Wirthlin Group uses professional translators for questionnaire
translation. Our field force includes bilingual interviewers in each
of the languages mentioned above, as well as bil ingual editors and
supervisors.
Briefing of bilingual interviewers emphasizes observance of cultural
propriety. After establishing contact, interviewers are instructed to
determi ne the respondent's language fl uency and preference. They
select the appropriate version of the questionnaire and interviewing
is conducted in the chosen language. Once contact is established in
English, Spanish, or one of the Indochinese languages, this language
is used throughout the interview.
Responses to open-ended questions are written in the language of the
interview, as shifting from one language to the other should be
minimized.
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~RTIAL LISTING O~LIENTS
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Pub 1 ic Affairs
American Association of Retired Persons (AARP)
American Medical Association
Arco Solar
Arthur Young
Atlantic Richfield (ARCO)
Automobile Importers Association
Brunswick
California Association of Realtors
California Bureau of Automotive Repair
California Chamber of COllIIlerce
California Housing Council
California League of Cities
California Medical Association
California Table Grapes COllIIlission
California Truckers' Association
City of San Diego
Claremont College
Department of Labor
The Dolphin Group
Federal Election COllIIlission
Fluor Corporation
Hill and Knowlton
Hospital Corporation of America (HCA)
Illinois State Medical Society
Israel Ministry of Tourism
The John D. and Catherine T. MacArthur Foundation
Kaiser Permanente
Los Angeles Department of Water and Power
March of Dimes
McKinsey
Motor Car Dealers' Association of Southern California
Municipal Water District of Orange County
National Restaurant Association
New York Department of Environmental Conservation
Northern California Motor Car Dealers' Association, Inc.
The NutraSweet Company
Orange County Transit District
Pacific Bell
Pacific Gas and Electric
Public Service Research Council
Ruder Finn & Rotman
Security Pacific National Bank
Southern California Association of Governments
Southern California Edison
Southern California Gas Company
Standard Oil of Indiana
U.S. Air Force
U.S. Chamber of COllIIlerce
U.S. Department of Labor
U.S. Office of Education
United States Postal Service
Un ited Way
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Marketinq/Colllllercia1
Abert, Newhoff & Burr
A. H. Robins
American Edwards Laboratories
American Express
American Honda
American Security Bank
American Stock Exchange
AMOCO
Arden-Mayfair
Armour-Dial
Armstrong World Industries
AT&T COlllllunications
Bacard i Imports
CBS
Century 21 International
Charles Schwab and Company
Citibank
Coast Federal Savings & Loan
Coca-Cola of Los Angeles
Coca-Cola U.S.A.
Compucon
Compu ter 1 and
Container Corporation of America
Coors Brewing Company
Cox Cable COllIIlunications
Crown Zellerbach
Dean Witter
Disney Channel
Economics Laboratory
Foote, Cone & Belding/Honig
Fotomat Corporation
G. D. Searle and Company
General Motors Corporation
Hayes Microcomputer Products
Haze 1t i ne
Heublein, Inc.
Home Savings and Loan
Host International
International Business Machines
The Irvine Company
J. Walter Thompson
John Coleman & Company
Kodak
Mark Controls Corporation
Marantz/Superscope
Marriott Corporation
Mars, Inc.
Mattel, Inc.
McCann Erickson
Men1ey James Laboratories
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Marketinq/Commercia1 (Continued)
Motorola
National Football League
National Geographic Society
Needham & Harper
Needham, Porter & Novelli
New York Post
Nissan
Noxel1 Corporation
Parsons Brinckerhoff
Ponderosa Steak houses
Rockwell International
Satellite Business Systems
Ralston Purina Company
The Schuller Institute
Sears, Roebuck and Company
Sitmar Cruises
Southwestern Bell Mobile Systems
Standard Oil of Ohio
Summa Corporation
Systems Development Corporation
Ted Bates Advertising
Torbet Radio
Townsend & O'Leary
Toyota Motor Sales U.S.A.
TRW Systems
Universal Studios
United Telecom Communications
Wells, Rich, Greene & Townsend
Wild West Stores
.
Media
KCMO-TV, Kansas City
KOA-TV, Denver
WAGA-TV, Atlanta
WJW-TV, Cleveland
KUTV, Salt Lake City
KSAT-TV, San Antonio
WSPD-TV, Toledo
WCMH-TV, Columbus
WNAC-TV, Boston
KOVR-TV, Sacramento
WDSU-TV, New Orleans
KRXV Radio
Primo TV News Service
Katz Television News
The Los Angeles Times
Ogden Standard-Examiner
The Washington Times
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VERONIQUE SWETT (Continued)
Survey of voters to measure attitudes towards transportation
issues in a large county and to test the acceptability of various
funding sources, subject to voter approval, to finance future
transportation developments and improvements.
Surveys of Orange County residents to assess perceptions of
transportation and growth issues, preferences for and use of
transportation modes, acceptability of new highway alternatives.
A survey of 800 customers for a national stock brokerage firm to
analyze investment practices and attitudes toward various types of
investment. Survey results were used to develop marketing
strategy.
A survey of 4,000 employees for a large corporation with
subsidiaries in several countries to analyze employee
satisfaction, with a special emphasis on supervisor-employee
relations. Results led to the implementation of an employee
relations program.
A survey of current and past subscribers for a major newspaper to
assess satisfaction with delivery service, examine attitudes
toward specific news features and measure readership of
competitive newspapers. Results led to adjustments in newspaper
delivery and marketing efforts.
An in-depth attitude survey of voters conducted in-home nationally
behav i ora land
were used in
in primary and
to establish a data base of psychological,
demographic characteristics. Survey results
developing a strategy for targeting of voters
general election campaigns.
Conducted focus groups to test television ads to be used in a
political-media campaign.
Conducted focus groups to explore
issue for a referendum election.
questionnaire for a major benchmark
in-deoth attitudes on a specific
Findings were used to design a
survey and subsequent tracking.
Conducted executive interviews for a national real estate firm in
order to establish a framework for tracking surveys.
Membership:
American Marketing Association
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MARY J. STEPHENS
Title: Project Director
Account Services
Academic Qualifications:
B.B.A., Marketing, St. Bonaventure University, 1981
Professional Experience:
Position
Dates
Project Director
Earle Palmer Brown Companies
Bethesda, MD
Marketing Analyst
Greater Buffalo Press, Inc.
Buffalo, NY
1984 - 1986
1982 - 1984
Marketing Assistant
Free-Lance Network, Inc.
Buffa 10, NY
1981 - 1982
Professional Memberships and Training:
Burke Institute Seminar: Data Collection Workshop, February 1986
AMA Seminar: Industrial Marketing Research, October 1983
Professional Activities:
Respons ib le for the execut ion of quant itat ive research projects,
such as advertising concept testing; awareness, attitude and usage
studies; communications tests (print, radio and TV); competitive
profiles; product testing and tracking studies.
Coordinated and executed Omnibus projects from questionnaire
preparation through distribution of materials.
Scheduled qualitative research projects such as focus groups
including coordinating and supervising fieldwork and screener
preparation.
Conducted customer and industry surveys, analyzing market
penetration of existing products and trends in the marketplace.
Developed mailing lists and executed direct mail promotions.
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STUDY TITLE:
CLIENT:
DATE COMPLETED:
OBJECT! VES:
Yucaipa Mobile Home Park Survey
Connerly and Associates
1984
The purpose of this study was to gather demographic and financial
information on mobile home park residents in Yucaipa.
METHODOLOGY:
A total of 44 parks were identified, for a total of 4,560
individual units. The sample was divided into two groups, based on
the number of units per park. Twenty-two parks had gO units or more
ar.d 22 parks had less than gO units.
The largest 22 parks were those with 90 units or more, and
included a total of 3,067 units, or 67% of the population.
Interviewing was conducted in each of those parks, according to the
number of units, and the number of interviews was proportional to the
number of units.
The smallest 22 parks were those with less than 90 units, and
included a total of 1,493 units, or 33% of the population. The number
of interviews conducted in those parks was proportional to the total
population but interviewing was conducted in only half of the parks,
those being randomly selected. The purpose of grouping the interviews
into a 1 imited number of parks was to concentrate the interviewing
effort for greater efficiency and is an accepted sampling procedure.
Four hundred (400) interviews were completed.
RESULTS:
The results of this study were used by Connerly and Associates to
establish a profile of mobile home park residents, assess housing
issues and make recommendations to the County of San Bernardino.
CONTRACT AMOUNT:
$ 3,850
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STUDY TITLE:
An In-Home Survey Of Voter Opinions On Rent Control
Model Initiatives In Selected Counties In Cal ifornia
CLI ENT:
California Housing Council
PROJECT OFFICER: Jack Flannigan
PRINCIPAL OBJECTIVES:
916/447-3353
The purpose of this study was to assess public attitudes towards
rent control, to test rent control model initiatives and evaluate
arguments on rent control issues. Specific wording for a rent control
model initiatives was tested, with in-depth probing on acceptability
of each model. Arguments on both sides of the rent control issue were
evaluated.
i1ETHODOLOGY:
DIMII conducted an in-home survey of five hundred (500) registered
voters in selected counties in California. Respondents were shown
exact wording of the rent control model initiatives and asked to
evaluate each one.
RESULTS:
The results were used in segmenting the California electorate
according to attitudes towards proposed initiatives.
CONTRACT AHOUNT: $25,000
ADDRESS:
1225 Eighth Street
Sui te 465
Sacramento, California 95814
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Political (offices as held)
President Rdnald W. Reagan
President Gerald R. Ford
Governor Henry Bellmon (Oklahoma)
Governor William.Clements (Texas)
Governor Guy Hunt (Alabama)
Governor Jim Martin (North Carolina)
Governor Kay Orr (Nebraska)
Governor John D. Spellman (Washington)
Senator William Armstrong (Colorado)
Senator Rudy Boschwitz (Minnesota)
Senator Jim Broyhill (North Carolina)
Senator Robert Dole (Kansas)
Senator Peter Domenici (New Mexico)
Senator.Paul Laxalt (Nevada)
Senator James McClure (Idaho)
Senator Robert W. Packwood (Oregon)
Senator Larry Pressler (South Dakota)
Senator Malcolm Wallop (Wyoming)
Representative Tom Coleman (Missouri)
Representative Hal Daub (Nebraska)
Representative John Kasich (Ohio)
Representative Delbert Latta (Ohio)
Representative Jan Meyers (Kansas)
Representative Arthur Ravenel (South Carolina)
Representative John Rowland (Connecticut)
Representative Bob smith (New Hampshire)
Representative Lamar Smith (Texas)
Representative Virginia Smith (Nebraska)
Representative Gerald Solomon (New York)
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STUDY TITLE:
Voter Attitudes Toward Rent Controls in California
CLI ENT :
Allied Real Estate Industries Initiative Task Force
PROJECT OFFICER: Jack Flannigan
916/447-3353
PRINCIPAL OBJECTIVES:
The general objective of this study was to measure public
attitudes toward housing issues as compared to other issues in
Cal ifornia. Specific issues included housing shortage, cost of new
housing, high rents, need for rent control, absentee ownership of
buildings. building maintenance and speculation. Opinions on the role
of government involvement in individuals' life were also assessed.
Four proposal s concerning rent control initiatives were tested,
namely prohibition, guidelines, mandatory mediation and county control
with voter approval.
Arguments both for and against
determine their effectiveness and
campaign.
rent control
eventua 1 use
were
in a
tested to
pol itical
t1ETHODOLOGY:
In-home interview~ were conducted with six hundred and five (605)
registered voters throughout Cal ifornia. The questionnaire included
105 questions, and lasted 45 minutes, allowing in-depth probing.
RESULTS:
Resul ts of the survey were used to determi ne the most effective
way to launch an initiative which would limit rent control in
California, and to devise a strategy to be used by the housing
industry.
CONTRACT AMOUNT: $26,300
ADDRESS:
1225 Eighth Street
Suite 465
Sacramento, California 95814
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STUDY TITLE:
A Survey of Adult Residents in the Mission
Viejo and El Toro Areas
The Santa Margarita Company
CLI ENT:
PROJECT DIRECTOR:
Don Noe
(714) 831-6450
OBJECT! VES:
The planned community of Mission Viejo was establ ished in the
1960' s and has been a spectacul ar success. Two decades 1 ater, pl ans
are underway to construct a new planned community, Santa Margarita, on
land adjacent to the r~ission Viejo and El Toro areas. The major
purpose of this study was to assess the attitudes of current residents
toward this planned development. Such topics as land use,
transportation, commercial development and growth were covered in
deta il .
~lETHODOLOGY :
Telephone interviews were conducted with a random sam~e of 500
adul ts residing in the Mission Viejo and El Toro areas. The sample
was stratified on the basis of 1985 estimates of population in the
area by the California State Department of Finance.
RESULTS:
The results are being used by the Santa Margarita Company in
makin9 plans for developing the new community of Santa Margarita.
ADDRESS:
31726 Rancho Viejo Road
San Juan Capistrano, CA 92693
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STUDY TITLE:
A Telephone Survey of Adult Residents in
Cal ifornia
CLI Eln :
PROJECT OFFICER:
PRINCIPAL OBJECTIVES:
California Association of Realtors
Susan DeSantis
213/380-7190
The principal objective of the survey was to assess attitudes and
opinions concerning housing issues in California, to identify
perceptions of the existence and nature of the housing problem and to
explore possible solutions to the problem. Special emphasis was
placed on the concept of "the American dream" and how to further that
dream. The role of government in housing was assessed.
1.1ETHOOOLOGY:
A telephone survey of one thousand (1,000) adults was conducted in
California. The questionnaire included 90 questions with several
open-ended questions probi ng respondents' perceptions in-depth.
RESULTS:
The study was used in elaborating a public policy for the housing
industry in California. Results were shared with groups related to
the hous i n9 i ndu s try to provi de a better unders tand i ng 0 f pub 1 i c
opinions concerning housing. Results were al so used to launch a
publiC relations campaign.
Address:
505 Shatto Place
Los Angeles, California 90020
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RESOLUTION NO. 87-401
RESOLUTION OF THE CITY OF SAN BERNARDINO AUTHORIZING THE
EXECUTION OF AN AGREEMENT WITH CONNERLY & ASSOCIATES, INC. FOR A
SURVEY OF MOBILE HOME PARKS WITHIN THE CORPORATE BOUNDARIES OF
THE CITY OF SAN BERNARDINO.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The Mayor of the City of San Bernardino is
hereby authorized and directed to execute on behalf of said City
an Agreement with Connerly & Associates, Inc., for a survey of
mobile home parks within the corporate boundaries of the City of
San Bernardino, which Agreement is attached hereto, marked
Exhibit "A", and incorporated herein by reference as fully as
though set forth at length.
I HEREBY CERTIFY that the foregoing resolution was duly
adopted by the Mayor and Common Council of the City of San
Bernardino at an adiourned reqular
meeting thereof, held
, 1987, by the
on the
day of
4th
Novembe.r
following vote, to wit:
AYES:
Council Member
Estrada. Reillv. FloIes.
~1audslcv. Minor. Pooe-T~udlam. t-1illf"_r
NAYS:
None
ABSENT:
None-
,h.//??4(~
/City Clerk
11-3-B7
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The foregoing resolution is hereby approved this
...::>6-..L
day of
Nov~mber
, 1987.
Approved as to form
and legal content:
cft;ll~Aw
11-3-87
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