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Contract - Probolsky Research - 2023-09-12AGREEMENT FOR COMMUNITY SURVEY SERVICES This Agreement is made and effective as of September 12, 2023, between the Costa Mesa Sanitary District, a sanitary district ("District'), and Probolsky Research, a corporation ("Consultant'). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: Recitals WHEREAS, District is seeking level of satisfaction feedback from District ratepayers: and WHEREAS, on July 19, 2023, the District began soliciting proposals from qualified public opinion research firms to conduct a citizen survey research and analysis; and WHEREAS, on August 14, 2023, Consultant submitted a proposal that is considered 'Best Value" and the District has determined that Consultant is fully qualified to provide the services required by this Agreement; and WHEREAS, the District desires to enter into an Agreement with Consultant to provide the services described herein. NOW, THEREFORE, the parties agree as follows: 1. TERM This Agreement shall commence on September 12, 2023, and shall remain and continue in effect until the project is completed and approved by the District as complete. 2. SERVICES Consultant shall perform all of the tasks described in Exhibit A, attached hereto, and incorporated herein as though set forth in full and other related tasks as directed by the General Manager. 3. PERFORMANCE Consultant shall, at all times, faithfully, competently and to the best of his/her/its ability, experience, and talent perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. 4. DISTRICT MANAGEMENT District's General Manager shall represent District in all matters pertaining to the administration of this Agreement. The General Manager shall be authorized to act on District's behalf and to execute all necessary documents which enlarge the Tasks to be Performed or change Consultant's compensation, subject to Section 5 hereof. 5. PAYMENT (a) The District agrees to pay Consultant in accordance with the tasks as set forth in Exhibit A, attached, on a monthly basis. This amount shall not exceed Thirty -Nine Thousand Two Hundred Dollars ($39,200) for the total term of this Agreement unless additional payment is approved as provided in this Agreement. Said sum includes travel and other costs. (b) Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the General Manager. Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by General Manager and Consultant at the time District's written authorized is given to Consultant for the performance of said services. (c) Consultant will submit invoices on a monthly basis showing hours worked and the hourly rates. Payment shall be made within thirty (30) days of receipt of each invoice as to all non -disputed fees. If the District disputes any of Consultant's fees, it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. 6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE (a) The District may, at any time, for any reasons, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the District suspends or terminates a portion of this Agreement, such suspension or termination shall not make voice or invalidate the remainder of this Agreement. (b) In the event this Agreement is terminated pursuant to this Section, the District shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the District. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the District pursuant to Section 5. 7. DEFAULT OF CONSULTANT (a) The Consultant's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, District shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant's control, and without fault of negligence of the Consultant, it shall not be considered a default. (b) If the District Manager or his/her delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, he/she shall cause to be served upon the Consultant a written notice of the default. The Consultant shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the District shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. 8. OWNERSHIP OF DOCUMENTS (a) Consultant shall maintain complete and accurate records with respect to the professional services required by this Agreement and will produce the work product specified in Exhibit A and other such information required by District that relate to the performance of services under this Agreement. Such work product shall be fully usable by District. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of District or its designees at reasonable times to such books and records; shall give District the right to examine and audit said books and records; shall permit District to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. Alternatively, all documents produced shall be maintained and owned at District offices. (b) Upon completion, termination or suspension of this Agreement, all work product reduced to any medium and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the District and may be used, reused or otherwise disposed of by the District without the permission of the Consultant. With respect to computer files, Consultant shall make available to the District, at the Consultant's office and upon reasonable written request by the District, the necessary computer software and hardware for purposes of accessing, compiling, transferring, and printing computer files. 9. INDEMNIFICATION (a) Indemnification for Professional Liabilitv. When the law establishes a professional standard of care for Consultant's services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless District and any and all of its officials, employees and agents ("Indemnified Parties') from and against any and all losses, liabilities, damages, costs and expenses, including attorney's fees and costs to the extent same are caused in whole or in part by any negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subconsultants (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement. (b) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, defend and hold harmless District, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney's fees and costs, court costs, interest, defense costs and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including, but not limited to, officers, agent, employees or subconsultants of Consultant. 10. INSURANCE Consultant shall, at its expense, procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of this Agreement by the Consultant, its agents, representatives, employees, or subcontractors. Consultant shall also require all of its subcontractors to procure and maintain the same insurance for the duration of this Agreement. If Consultant is an employer or otherwise hires one (1) or more employees during the term of this Project, Consultant shall procure and maintain workers' compensation coverage for such employees which meets all requirements of state law (Labor Code § 1861). 4 At a minimum, Consultant is required to submit proof of insurance in accordance with the following standards: Minimum Scope of Insurance: Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001): (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); and (3) Workers' Compensation and Employer's Liability: Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. Minimum Limits of Insurance: CONSULTANT shall maintain limits of no less than: (A) General Liability. One Million Dollars ($1,000,000.00) per occurrence for bodily injury, personal injury, and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit. 6 PSA 12 10. (B) Automobile Liability. One Million Dollars ($1,000,000.00) per accident for bodily injury and property damage. (C) Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the Labor Code of the State of California. Employer's Liability limits of One Million Dollars ($1,000,000.00) per accident for bodily injury or disease. Insurance Endorsements: The insurance policies shall contain the following provisions, and a separate endorsement stating to add the following provisions to the insurance policies shall be submitted and approved by District: (A) General Liability. The general liability policy shall be endorsed to state that: (1) District, its directors, officials, officers, employees, agents, and volunteers shall be covered as additional insureds with respect to the work or operations performed by or on behalf of the Consultant, including materials, parts, or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects District, its directors, officials, officers, employees, agents, and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by District, its directors, officials, officers, employees, agents, and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. (B) Workers' Compensation and Employer's Liability Coverage. The insurer shall agree to waive all rights of subrogation against District, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the Consultant. (C) All Coverage. Each insurance policy required by this Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced, or canceled except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to District, and (B) any failure to comply with reporting or other provisions of the policies, including breaches or warranties, shall not affect coverage provided to District its directors, official, officers, employees, agents, and volunteers. Acceptabilitv of Insurers: Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A- or better, licensed to do business in California, and satisfactory to District. All insurance documents must be submitted and approved by the District's Risk Manager prior to execution of any Agreement with District. 11. INDEPENDENT CONSULTANT (a) Consultant is and shall at all times remain as to the District a wholly independent Consultant. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither District nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the District. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against District, or bind District in any manner. (b) No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, District shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for District. District shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. (c) With regard to A.B. 5 (Labor Code §2750.3) this Agreement sets forth a "business to business" relationship and. Consultant is the employer of all persons provided under this Agreement, and those persons are employees of Consultant. Control of those persons shall be with the Consultant and District shall provide direction to Consultant who shall direct its employees in accordance with that direction. 12. LEGAL RESPONSIBILITIES The Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and M comply with all such laws and regulations. The District, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section. 13. UNDUE INFLUENCE Consultant declares and warrants that no undue influence or pressure has been used against or in concertwith any officer or employee of the Costa Mesa Sanitary District in connection with the award, terms, or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the Costa Mesa Sanitary District will receive compensation, directly or indirectly, from Consultant, or from any officer, employee, or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the District to any and all remedies at law or in equity. 14. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES No member, officer, or employee of District, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the Project during his/her tenure or for one year thereafter, shall have any interest, direct or indirect, in any agreement or sub -agreement, or the proceeds thereof, for work to be performed in connection with the Project performed under this Agreement. 15. RELEASE OF INFORMATION / CONFLICTS OF INTEREST (a) All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without District's prior written authorization. Consultant, its officers, employees, agents or subconsultants, shall not without written authorization from the District Manager or unless requested by the District Counsel, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the District. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives District notice of such court order or subpoena. (b) Consultant shall promptly notify District should Consultant, its officers, employees, agents or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, requests for admissions, or other discovery request, court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the District. District retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar 7 proceeding. Consultant agrees to cooperate fully with District and to provide the opportunity to review any response to discovery requests provided by Consultant. However, District's right to review any such response does not imply or mean the right by District to control, direct, or rewrite said response. (c) Consultant covenants that neither he/she nor any officer or principal of their firm have any interest in, or shall acquire any interest, directly or indirectly, which will conflict in any manner or degree with the performance of their services hereunder. Consultant further covenants that in the performance of this Agreement, no person having such interest shall be employed by them as an officer, employee, agent or subconsultant. Consultant further covenants that Consultant has not contracted with nor is performing any services, directly or indirectly, with any developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) owning property in the District or the study area and further covenants and agrees that Consultant and/or its subconsultants shall provide no service or enter into any agreement or agreements with a/any developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) owning property in the District or the study area prior to the completion of the work under this Agreement. 16. NOTICES Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given by: (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice: To District: Costa Mesa Sanitary District 290 Paularino Avenue Costa Mesa, CA 92626 Attn: District Clerk/P1O To Consultant: Probolsky Research 23 Corporate Plaza Suite 150 Newport Beach, CA 92660 Attn: Adam Probolsky 17. ASSIGNMENT The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the District. 18. LICENSES At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 19. GOVERNING LAW The District and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with jurisdiction over the Costa Mesa Sanitary District. 20. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 21. CONTENTS OF PROPOSAL Consultant is bound by the contents of Exhibit A hereto and incorporated herein by this reference. 22. MODIFICATION No modification to this Agreement shall be effective unless it is in writing and signed by authorized representatives of the parties hereto. 23. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Consultant warrants and represents that he/she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. 24. INTERPRETATION In the event of conflict or inconsistency between this Agreement and any other document, including any proposal or Exhibit hereto, this Agreement shall control unless a contrary intent is clearly stated. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed this day and year first above written. COSTA MESA SANITARY DISTRICT General Manager �� ATTEST- '4;� Pistridt 1.r APPROVED AS TO FORM: 4,k4o"44, District Counsel 10 CONSULTANT ignature Adam Probolsky Typed Name President Title Exhibit A Cover Letter August 14, 2023 Noelani Middenway Costa Mesa Sanitary District 290 Paularino Avenue Costa Mesa, CA 92626 Subject: Community Survey Services Noelani: Authorized Representative: Adam Probolsky, President Probolsky Research 23 Corporate Plaza Suite 150 Newport Beach CA 92660 ad amo() orobolskyres earch. com Telephone: 949-855-6400 Thank you for the opportunity to offer our research services to the Costa Mesa Sanitary District once again. We look forward conducting a customer satisfaction survey for waste and compost hauling services. Our work will also help inform customer openness to a three -cart system for trash, recycling, and compost hauling services process. We are solid waste and recycling experts with dozens of similar clients nationwide, including in California. My experience as a former waste and recycling commissioner affords us a unique understanding of this project. Our research will identify customer needs and collect feedback from across the District, including historically marginalized communities. Relevant clients include the cities of Arvada (CO), Costa Mesa, Huntington Beach, Newport Beach, Fontana, Stanton, and the counties of Santa Cruz (CA), Dakota (MN) and Wake (NC). We love measuring data and look forward to working with staff on these projects. Our specific methodological recommendations will help us achieve an inclusive representation of the District's diverse population. We will employ multiple methodologies to yield insightful, valid results to help the District identify opportunities to enhance District trash, recycling, and compost hauling services. We will track findings over time to measure progress from previous surveys conducted for the District as well as benchmark data to help the District understand where you stand compared to other similar -sized agencies. We bring the understanding of diverse communities to our work and the language capabilities that ensure that our research is more accurate than any other firm can provide. To ensure inclusivity and representation of all voices, we will conduct our research in English, Spanish, Vietnamese, and other languages as requested to engage all customers absent communication barriers. Our in-house equity officer will help ensure the research process is sensitive to ADA and diversity, equity, and inclusion (DEI) issues in design and distribution methods. You can count on me to be available, as much as requested, to facilitate meetings in -person or virtually, design research instruments, administer the survey, tabulate results, and after our research is complete, develop a written report and make presentations — in -person or virtually. We are looking forward to working together on this important project and helping build the roadmap to your strategic goals and priorities. We will accept all terms and condition of the District's contract and insurance requirements and we acknowledge receipt of the Q&A. This proposal is valid for 60 days. Sincerely, G .7 ---- Adam Probolsky President Newport Beach San Francisco Washington DC Executive Summary Established in 1992 (31 years in business) and organized as a Limited Liability Corporation, Probolsky Research LLC specializes in market and opinion research. We are a woman and Latina -owned firm; we are multi-lingual. Probolsky Research is a Certified California Small Business Enterprise (ID 1758330). Probolsky Research conducts research in government, business, non-profit, election, and association practice areas. We are traditional market researchers and pollsters who are constantly innovating, without compromising on quality. While Adam Probolsky will serve as project manager and the District's point of contact, our entire staff, with broad research experience with local government and specifically with consumer and behavioral research, will participate in projects for the District. We are a medium sized firm with a staff of twelve — everyone working on this project possesses an understanding of design, implementation, and statistical analysis of community surveys. You will always work with our senior staff, all of whom have advanced research related degrees and expertise. Probolsky Research understands California special districts: We have acted as pollster and strategic advisor on hundreds of California special districts. We do more research for government in California than any other firm. We have conducted more than 1,000 surveys and 350 focus groups for government clients. Our active engagement and partnership with organizations like California Association of Public Information Officers (CAPIO), California Society of Municipal Finance Officers (CSMFO), California Special Districts Association (CSDA), Institute for Local Government (ILG) and with the Association of California Water Agencies (ACWA) ensures that we have the latest perspectives on what's important to California local governments. Services Our research services include: • Telephone surveys • Focus groups • Mail surveys • Field Focus GroupsTM • Online surveys • Community meetings • Multi -mode surveys • Engagement • Individual in-depth interviews (IDIs) • Community Discussion Boards Client Service Philosophy We include unlimited meetings and presentation time. We welcome the chance to meet in -person and make presentations as directed, without limitations. We believe in regular and open communication and a collaborative working relationship. We know that staff is busy, so we limit the need for staff time and make ourselves available on your schedule. We provide a truly individualized method for our research. We do not believe in a one -size -fits -all approach. This means that we provide custom research projects to meet the District's individual needs. We work collaboratively with you to get the most out of your research with a personalized approach that will exceed your expectations and provide a tailored experience that larger firms do not provide. All our work will be custom to Costa Mesa Sanitary District. And you get the benefit of our deep reservoir of comparative data from other special districts. Newport Beach San Francisco Washington DC 2 Organizational Structure and Project Team All Probolsky Research staff is cross -trained, and every member of our team will be intimately familiar with the District's project details. This ensures continuity, timeliness, and quality of work product. We conduct objective research and provide impartial analysis. All proposed key personnel have more than two years of work experience with similar projects; our project manager has more than twenty five years of experience with similar projects. Probolsky Research will not require the use of any sub -consultants to complete any work for the District. Probolsky Research is a virtual company, but all management for this project will work out of the Newport Beach office. This organizational chart includes the Probolsky Research team that will be assigned to this project. 0 Desiree Probolsky, CEO #0 Adam Probolsky President 11I- >e t.: Alton Smith Shalom Veffer Joshua Emeneger Michael McLaughlin Alyce Basil Katie Thompson Samantha Calloway Equity Officer Production Director/ Senior Research Research Director Senior Research Research Analyst Clinical Social Worker Technologist Analyst Analyst Desiree Probolsky, CEO Desiree has more than a decade of branding, market research, public policy, and strategy development experience. Project Responsibilities: Oversee all staff and contract compliance Experience: Desiree works with Probolsky Research's broad client base spanning business, government, and non-profit sectors. A credentialed English teacher and former legislative staffer for the California State Senate, Desiree earned her MBA from the Paul Merage School of Business at the University of California, Irvine and her undergraduate degree at California State University, Fullerton. Newport Beach San Francisco Washington DC Experience: Adam is a data scientist who Adam works with Probolsky Research's broad client Adam Probolsky, can explain complex research base spanning business, government, and non - President and Project methodologies to any audience profit sectors. Manager and has 30 years of experience Adam was both a planning and finance as a pollster and strategic commissioner for the City of Irvine, Waste advisor on thousands of Management Commissioner for Orange County, national, state and local and College Foundation President for Irvine Valley research projects for College. He also served as a volunteer reserve governments, large institutions, member of the Orange County Sheriffs Department corporations, and non -profits. as a public information officer. • Adam earned his master's degree in Data Analytics ON, Project Responsibilities: and Visualization from the Maryland Institute Oversee all aspects of the College of Art in Baltimore, Maryland. project, responsible for staff and contract compliance Michael McLaughlin, Research Director Project Responsibilities: Michael is involved with all types of research projects we conduct for clients, manages development of research instruments, data analysis, and reporting Experience: Michael has nearly a decade's experience in academic and public opinion research with Probolsky Research. He previously worked as a researcher at Lehigh University in Bethlehem, PA. Received his B.A. in Economics from East Stroudsburg University, his M.A. in Economics from the University of Detroit Mercy, and his M.A. in Political Science from Lehigh University. Shalom Veffer, Experience: Production Project Responsibilities: For more than a decade, he has been producing Director/Technologist Shalom is involved with all compelling graphics and video. technological aspects of our Shalom is involved in all aspects of the messaging research projects, he is responsible for developing and content, motion graphics, presentation graphics, maintaining our research printed materials, and video Probolsky Research technologies and the facilitation produces for all clients. Shalom has also been the driving force behind of research projects creating Probolsky Research new research technologies, including our Field Focus GroupsT . Newport Beach San Francisco Washington DC Alyce Basil, Senior Research Analyst Joshua Emeneger, Senior Research Analyst Katie Thompson, Research Analyst Project Responsibilities: Alyce is involved with all types of research projects we conduct for clients, responsible for recruiting, instrument development, data analysis, and reporting Project Responsibilities: Joshua is involved with all types of research projects we conduct for clients, responsible for development of research instruments, recruiting, conducting the research, and reporting Project Responsibilities: Katie is involved with all types of research projects that we conduct for clients, responsible for collaborating with teammates to create questionnaires, analyze data, visualize results, and summarize findings Experience: Alyce has more than seven years of research experience in a variety of projects including media, policy, and market research. She previously worked at Fors Marsh Group and University of Connecticut. Received her B.S. in Business Administration from Nichols College, her M.A. in Communication from Bryant University, and a Ph.D. in Communication from the University of Connecticut. Experience: Josh has more than eight years conducting quantitative and qualitative research, largely in the public policy space, including questionnaire design, sample design, and data. He previously worked at EMC Research in Seattle. Received his B.A. in Political Science from the University of Texas, Austin and his M.A. in International Relations from the University of Chicago. Experience: • Katie has experience working with market research analytics for private firms in the manufacturing and agriculture industries as well as experience overseeing nonprofit political data collection for the Des Moines, IA -based non-profit Vote Smart. • Received her B.A. in Political Science and Sociology from Iowa State University. Newport Beach San Francisco Washington DC Diversity, Equity, and Inclusion Statement At our core, we are an organization that celebrates equity and have always attracted a broad spectrum of staff that reflects America. Our diverse staff includes African Americans, Asian -Americans, Latino - Americans, and Native Americans. Most of our staff are women — we are Latina/Native American, and woman owned. We also have staff who identify as LGBT, multiple faiths, diverse immigration status, and who speak multiple languages. We believe this diversity affords our organization the best context for conducting research among diverse populations. Being inclusive of the ways people differ is the best way to ensure that all peoples are represented in our research. This means speaking to people in their preferred languages and in the mode that is most comfortable for them. Our best tools for ensuring inclusion of all peoples are our multi-lingual, multi -mode methodological approach. This means that we always include Spanish as an option for our surveys and consider including other languages in consultation with each client. This also means that we speak to respondents on their terms, for example, on the telephone or online. Further, we segment these conversations to best suit the lifestyle of respondents, allowing them to speak to us on their landlines or mobile phones, or respond online from an email or text message invitation or through mail. Additionally, our online survey software is Section 508 compliant (U.S. Rehabilitation Act), which means that people with disabilities including visual and other physical impairments can participate. Other research modes are available as necessary and include mail, door-to-door canvasing, and location -based. Accessibility and inclusion in research are extremely vital and our methodological approach reflects this. We take our research a step further, however, by ensuring that the specific questions we ask use inclusive language, reflect an accurate lived experience of your constituency, and ensures that respondents feel like their voice will not only be heard, but truly matters. It is our collective goal to not only yield quality data for the District to use, but to also instill a sense of empowerment and a feeling of being acknowledged and recognized for their opinions and experiences in your survey respondents. We want your respondents to feel as though they are taking an active role in improving their community by participating in this survey and that their words will be taken seriously. Meet our Equity Officer, Alton Smith. He is a disabled veteran who grew up in New Jersey and has lived in California for more than thirty years. After serving in the Marine Corps., he began a career in communications and t� later in health care. He previously served as a Calvary Baptist Church board member where he oversaw a group men's home, and as a board member of the Community of -- — _ Faith, a 501 c3 non-profit that fed the homeless and helped _ place them in housing. He lives in Tustin, CA with his wife, three daughters, and grandson. Research Approach: Equity Accessibility Standards Our online survey platform follows the most current and best practices to ensuring accessibility for people with a diverse range of sight, hearing, movement, and cognitive abilities, including impaired users. Our online survey platform is 508 compliant (U.S. Rehabilitation Act), offering features to adhere to Section 508 including screen -reader and navigation capabilities, responsive survey layout design, accessible survey themes for the visually impaired, and accessibility testing. Rs ��LM Newport Beach San Francisco Washington DC 6 References and Experience Santa Cruz County We conducted a statically valid, multi -mode, multi-lingual survey as well as focus groups for the County to help determine support for fee increases related to a transfer station and a composting facility. Contact: Kasey Kolassa, Recycling and Solid Waste Services Manager Address: 1231 Buena Vista Dr, Watsonville, CA 95076 Telephone: 831-454-2160 Email: Kasev.Kolassa((Dsantacruzcountv.us Link to Results Presentation Link to Report on Results Dakota County (MN) We have conducted multiple research projects including focus groups and statistically accurate and representative surveys among residential focusing on recycling and reuse knowledge, awareness, and perceptions. Our research for Dakota County has guided the County's marketing campaigns and outreach aimed at growing participation in recycling programs and impacting behavioral change. Contact: Jenny Kedward, Environmental Specialist Address: 14955 Galaxie Avenue, Apple Valley, MN 55124 Telephone: 952-891-7043 Email: Jennifer.kedward cDco.dakota.mn.us Link to Results Presentation Link to Report on Results Santa Margarita Water District We have conducted multiple surveys and focus groups among District ratepayers to assess satisfaction with District services and the District's job performance, as well as their opinions on water conservation, rate structures and rate increases. Our research for Santa Margarita Water District has guided the District's marketing campaigns and outreach aimed at ratepayers understanding of recycled water programs and other water conservation behaviors. Contact: Jim Leach, Director of External Affairs Address: 26111 Antonio Parkway, Rancho Santa Margarita, CA 92688 Telephone: 949-459-6601 Email: iiml(a�smwd.com Delta Vector Control District We conducted a survey on community knowledge, behaviors, and sentiments about mosquito control. Our research for Delta Vector Control District has guided the District's marketing campaigns and outreach aimed at growing awareness of various skin screenings and increased sunscreen application with the over goal of impacting behavioral change. Contact: Crystal Grippin, Scientific Program Manager Address: 1737 West Houston Avenue, Visalia, CA 93291 Telephone: 559-690-0377 Email: clgrippin(cDdeltavcd.com Newport Beach San Francisco Washington DC Government Client List Probolsky Research has extensive experience conducting surveys for local municipal agencies. Below is a partial list of municipal clients. Arlington County, VA Borrego Springs Fire Protection District California Coastal Conservancy Chittenden County Regional Planning Commission, VT City of Arvada, CO City of Beaverton, OR City of Boulder, CO City of Burbank City of Canyon Lake City of College Park, MD City of Colton Water Department City of Coos Bay, OR City of Corona Dept. of Water/Power City of Dixon City of Dunwoody, GA City of Edgewater, CO City of El Segundo City of Encinitas City of Falls Church, VA City of Fontana City of Gresham, OR City of Half Moon Bay City of Hampton, VA City of Huntington Beach City of Huntington Park City of Indian Wells City of Laguna Niguel City of La Quinta City of Loma Linda City of Napa City of Newport Beach City of Norco City of Placerville City of Pomona City of Rancho Cucamonga City of Redlands City of Rialto City of Riverside City of Rochester Hills, MI City of San Bernardino Water Dept. City of San Dimas City of Santa Ana City of San Clemente City of Stanton City of Twentynine Palms Clean Water Services, OR Coachella Valley Association of Governments PROBOISKY Newport Beach San Francisco RESEARCH Coachella Valley Water District Colorado Dept. of Local Affairs, Div. of Housing Costa Mesa Sanitary District Contra Costa Water District Dakota County, MN Delta Vector Control District Deschutes County Health Services, OR Desert Healthcare District Desert Water Agency Dublin San Ramon Services District El Dorado Irrigation District East Bay Municipal Utility District Eastern Municipal Water District Elsinore Valley Municipal Water District Great Parks of Hamilton County, OH Irvine Ranch Water District Jurupa Community Services District Kaweah Delta Healthcare District Kern County Los Angeles County Macomb County, MI Merin Water Metropolitan Water Dist. of Southern California Mission Springs Water District Municipal Water District of O. C. Nevada Department of Transportation Nevada Irrigation District North Texas Tollway Authority Orange County Sanitation District Orange County Water District Paramount Unified School District Pittsburgh Water and Sewer Authority, PA Richland County, SC Riverside Public Utilities San Bernardino County Employee's Retirement San Gorgonio Pass Water Agency Santa Clara Valley Water District Santa Cruz County Santa Margarita Water District Sea Isle City, NJ Suffolk County Water Authority, NY Truckee Donner Public Utility District Town of Avon, CO Town of Bluffton, SC Town of Greenwich, CT Town of Scituate, MA Town of Westerly Public Schools, RI Virginia Outdoors Foundation Washington DC 8 Project Overview Project Initiation We begin every research project by understanding how our client got to this moment in time. We are aware that while the District has completed surveys every other year on ratepayer satisfaction with the last one being completed in 2021. We understand the District would like to assess rate payer satisfaction with the current two -cart system and openness to transitioning to a three -cart system. We have already reviewed past survey reports, ratepayer demographics, and other relevant data. Having conducted several polls and focus groups for the District, we are intimately familiar with the data. You cannot overwhelm us with background information and data. We expect to pour through staff reports, financial reports, past polling, news clips, and social media posts talking about the District. We believe this is an essential part of providing best practice approaches to the District that enhance efficiency and effectiveness. There is nothing peripheral about our work. We are passionate about helping local agencies improve their connection with their constituents. Goals Specifically, we will: • Recommend appropriate methodologies and strategies for providing the best data samples, objective results, and valid findings, including one or a combination of survey methods such as focus groups, phone, and online • Meet with District representatives to develop the survey instrument • Prepare a draft survey instrument. The survey instrument will be limited to an estimated 20 minutes to conduct each interview • Meet again with District representatives to review the draft survey instrument, sampling, and methodologies proposed for data collection and analysis • Recommended revisions to the survey instrument, sampling, and methodologies if requested by District representatives • Identify and interview a sample size of at least 1,000 ratepayers within District jurisdiction • confirm participants are District solid waste ratepayers (carts vs. dumpster). Individuals residing in multi -family properties with five or more units will not be eligible to participate in the survey because they are not District solid waste ratepayers • Ensure a ninety-five percent confidence rating in the survey findings with a three point plus or minus variance. • Analyze the survey results to provide the District with meaningful and useful information • Provide a tabulation of survey results, cross tabulations as appropriate, key findings, detailed findings, conclusions, recommendations, and other relevant information • Compile and submit a Final Report via email for review by District staff, the Citizens Advisory Committee, and the Board of Directors. • Prepare an Executive Summary that includes a brief introduction to the study, methodology overview, conclusion, key findings, and other relevant information. • Provide a PowerPoint presentation and present findings to the Board of Directors and Citizens Advisory Committee for review and comment at two separate public meetings. Newport Beach San Francisco Washington DC g Detailed Work Plan We begin every research project by meeting with District staff to develop the questions the research needs to answer. We undergo extensive review of primary and secondary data sources including past research, comparable studies, staff reports, financial reports, news clips and articles, social media posts and any other relevant data to inform our research. Through this deep dive approach, we develop the necessary historical context to inform and identify collaboratively with the District the objectives, goals, and priorities for the community survey. Using the information gleaned from meetings, conference calls, past research, background information provided by staff, and our own open - source preliminary research, we will make recommendations for the number of questions, suggested content and questions, and duration of survey to maximize engagement results. We are always available to our clients. We will continually keep the District informed of progress with meetings and updates 1-2 times a week. We will accommodate any meeting or call schedule staff requests. As an example, this might include daily emails, weekly calls, and monthly meetings. At least one project team member will be available 2417 for urgent matters. Following meetings or conference calls in which we discuss proposed modifications, we will incorporate agreed -upon changes. We recognize that this may require several rounds of revisions. Once we produce the final draft, we will submit the questionnaire for final approval before the survey is translated and fielded. Once the questionnaire has been finalized, we professionally translate the questionnaire into the languages decided on, create phonetic pronunciations of names for telephone responses, and establish proportions to match ratepayer demographics and geographic location within the District, and program the proportions, along with the survey, into our software utilized for telephone and online responses. After programming, the survey is tested for logic and presentation. Once this initial testing has been completed, we conduct a soft launch, also known as a pre -test, of the survey and collect 20 completed interviews. Once the pre -test collection period is complete, our team meets to go over the results and address any problem areas that come to light, adjusting the survey as necessary. We conduct quality control checks on a regular basis throughout the survey process. We check for correct skip patterns, randomization and rotation, and completeness of responses. We also actively monitor to ensure that respondents will match the demographic make-up of District ratepayers. Research Process and Community Outreach Prior to launching the survey, we will provide the District with a research process memo that explains the key points, timing, and structure of the survey. This document allows the District to inform board members staff, and ratepayers about the upcoming survey, define goals, and be prepared for media inquiries. You can view an example research process memo by following this link. We will help with social media posts, press releases and other public -facing outreach as requested. PRt1BOLSKY Newport Beach San Francisco �ppRp{ P Washington DC 10 Conduct Research Statistically Valid Multi -mode, Multi-lingual Survey Approach We use a multi -mode methodology for all surveys, meaning that we will conduct the survey by several modes that including telephone, online via our secure digital platform through email, and text message, as well as other options like mail. This multi -mode approach maximizes the accuracy and reach of the research, increases participation rates, and minimizes response bias. We look forward to a robust discussion with District staff to determine the best survey methodology. Participants can choose their preferred language at the onset of their survey experience. Online participants can complete the survey from any device: computer, tablet, or mobile phone. Telephone participants use their landline or mobile phone to complete the survey. Our statistically valid multi -mode, multi-lingual approach is the most advantageous to the District because it will provide the most accurate and inclusive survey results. Below are some examples of our multi -mode recruiting options. Telephone Survey We utilize telephone as an option for respondents to participate in the survey. Our live, U.S. based interviewers contact potential respondents through both landline and mobile phones. We can also offer an option for respondents to contact a toll -free phone number at their convenience to participate. Telephone surveys are offered in multiple languages as needed. Mailed Invitation We can also send mail to ratepayers encouraging them to complete the survey. Below are examples of a recent invitations. `� ARLINGTON RPq0 A �I ✓+9amarWweh �+, zmwronwma •�••••� - — - — —. IMPORTANT Please Respond to the Community WHY '_'�T ; Scan To Take Escanea para ° The Survey tomar la encuesta EXAMPLE: (Left) Mail invitation (Arlington County, VA), (Right) Mail survey (Truckee Donner Sanitation District, CA) Newport Beach San Francisco Washington DC 11 Sample Size A sample size of at least 1,000 ratepayers is robust and will yield a +/-3.2% margin of error at a 95% level of confidence. The statistically representative, random sample will allow for statistically reliable comparisons among all subgroups of the District's population (e.g., by demographic and geographic variables). Other options are available as requested. 20% 18% 16% 14% O` 12% L W 10% w C 8% 'ED 6% L 4% 2% 0% Relationship of Margin of Error to Sample Size 250 500 750 1000 1250 1500 1750 2000 Sample Size (Number of Respondents) Sample Stratification The statistically valid sample file of the District's ratepayers will be secured by Probolsky Research, at our expense, from consumer and government databases that included, addresses, emails, and phone numbers — (landlines and mobile phones) and is inclusive of all ratepayers, both demographically and geographically. Unique to Probolsky Research: We match the demographics of the District's ratepayers. This means we capture real responses - the right number of each gender, age group, ethnicity, home type, division, etc. Cyber Security & Confidentiality We take data integrity and confidentially seriously. All client materials are hosted in a secure digital cloud environment. We use 256-bit Advanced Encryption Security to keep your data and your data secure. This is the same level of encryption used by the U.S. Government. Our data is stored on U.S. based computers and cloud services. Research is only released per staffs direction. We use Box for content management. This cloud -based, encrypted system allows us to gather data and manage projects seamlessly and securely. Newport Beach San Francisco Washington DC 12 Analysis and Reporting Once our data collection phase is complete, we begin a process of comprehensive data analysis and reporting to deliver accurate, thorough, and actionable data insights to the District. Data Analysis We complete comprehensive statistical analyses of the research results, utilizing software programs, including IBM SPSS and R to conduct deep statistical testing, such as multiple regression analysis. Both qualitative and quantitative data will be analyzed in a scientifically valid manner. This helps us discover and present statistically significant results — beyond the broad opinions — and understand the specific factors that contribute to attitudes and beliefs of ratepayers. Such analyses are crucial in identifying gaps in public perception and awareness. Once we have run all analyses on results, cross tabulations are developed, graphics are generated, and other elements of the report are prepared. Verbatim Responses to Open -Ended Questions For open-ended questions, we code the responses into categories. Once these categorizations have been quantified, we take our analysis a step further. We analyze the tone and word choices and overlay demographic data for each response. This demographic overlay will provide the District with a deep understanding of the opinions by age, ethnicity, gender, home type, income, language, etc. when reading their comments. Here is an example: Female, 40-49, White/Caucasian, English, $75,000- $149,000, Homeowner, Division 4 Question: What is the top issue facing your community? Answer: Activities for teens txample of a verbatim response with demographic overlay Reporting — Surveys Our reporting is comprehensive and immediately usable by decision makers. Our reporting includes: 1. Draft survey summary findings in PowerPoint presentation format — focused on actionable and usable data results, graphics, benchmarking data and crosstabulations 2. Final report on results, including survey background and results, methodological description, questionnaire results, survey top lines (displaying the aggregate percentages of responses to each question), cross -tabulations based on key demographic information, open-ended question responses with demographic overlay, analysis, key findings, and recommendations 3. Results sent via PDF and hard copy (if requested) 4. Any additional data analysis, summaries, and opinions at the request of the District to clarify survey results after the presentation 5. In -person meetings, presentations, conference calls, and ongoing consulting Newport Beach San Francisco Washington DC 13 Geospatial Mapping Geospatial mapping of results is included. We will map survey respondents and their responses to different questions geographically. Our method ensures that individual respondents cannot be identified. Waenar Ave �y .A.ee AVa GI Approve © Isapkr:.. O O Fountain 3outn Sante Ana Walley _O Off ��000G O p110 ,. WW-� u f1peo , „ee o••aa O �•a�iq O�i9 44 O Q�QO?i0 Ot40 _ ������_: OOY COOOee •J�O?) OIOs .. yew Costa Mesa t - O OHO ® O44V©O �^ ®� c t :.oFi�ihi�li % Q ° 3 ev ,3 Beach ot ealaoa Open, EXAMPLE: Costa Mesa Sanitary District mapped (left). Respondents mapped by geography and response to questions (San Dimas, CA- right). Benchmarking We can also provide tracking and benchmarking of results to provide the District with benchmarks of ratepayer responses from previous research as well as provide benchmarking data of other similar agencies across the region, state, and nation. We will also provide benchmarking services over time through the duration of the contract to track progress. Below is an example of our benchmark reporting. Compared to similar water and utility districts, EBMUD has high satisfaction Me, 61`2 65 , 49 L L I EaMeey Mannacoest S.UkCpally TpoCko,Urvmm Sara AW9srna C6O,OM., Desen WNer Pnts6ac MoppopOlwPel Waer D.nV WA,,ANhMRy Ulitly UiVpel Wdlprour" waxer Dis1,1 A,00ry 31], pkhkl A rn. '. EXAMPLE: Benchmarking compared to similar utility districts (East Bay MUD) PROBOESRY Newport Beach San Francisco Washington DC 14 RESEARCH Results Dashboards Probolsky Research offers interactive results dashboards to display key findings from our research at no additional cost. Each results dashboard is customized to meet the District's needs and goals. Results dashboards allow users to filter data based on specific demographics. You can explore example dashboards by clicking here or here. Dashboards can be used for publicly sharing data or for internal use. TTruckee Donner Public Utility District Customer Satisfaction Survey - 2020 Top Issue High Speed Broadband Job Approval Why Disapprove Filters EXAMPLE: Results dashboard (Truckee Donner Public Utility District) Social Media Use 100`o Renewable Education Use hl[ers below to [uggle results bases on Q Associate's degree demographic features pfn,s, limts. Q Bachelor%degree Age Group 0 18-29 Q Doctoral degree QJ 3039 O✓ High school R 40-49 Q Master's do,,. o 58-66 OJ Prefer not to answer 0J eme college S CITY OF ARVADA RI Some high school ❑j prefer not to answer ENnlciry yeah Q As i ia^a .fie Islander QJ 02 years Q Black/Afrkia-American I]315 years Qd Latino/Hispanic Color Ney I] 6-10 years D Other E Very ms.tisfiml Somewhat satisfied 0✓ 11-19yeara Q Prefer not to answer N Somewhatunsatnfh,d n Veltunfied � 20e years yyhltgCauca,hm . unsure Are you satisfied or unsatisfied with how the City provides police services? 0% S% 10% 15% 2W6 2S46 30% 35% 40% aS% SO% 55% 60% 65% 2091, 75% 8096 85% 90% 95% 100% %of Total Counts Closed Endad EXAMPLE: Results dashboard (City of Arvada, CO) pRURU18Ry Newport Beach San Francisco Washington DC RESEARCH 15 Focus Groups (optional) Focus groups can be conducted in -person or online and will help identify key issues of interest to the District. Focus groups will allow for the testing/refining of ideas. We often uncover new concerns and opinions — not on the radar of the District. Focus groups will specifically help to capture group vernacular and tone, helping the Corporation to match ratepayer language when conducting outreach. For online focus groups we use a video con ferencing and a discussion response platform. For online focus groups, we will recruit with the goal of having 10-40 participants depending on the format. Online focus groups via video conference platform are usually in groups of about twelve. Discussion response focus groups that can be conducted over the course of several days with 20 - 40 participants and allow for deeper conversations with each participant. Participants are recruited to reflect the demographic diversity of the District ratepayers. In advance of groups, we will develop a discussion guide in collaboration with staff. Reporting includes analysis, summary report, transcripts, and edited video with participant demographic overlay. Our focus group process includes participant recruitment and incentives, discussion guide design, facilities and meals, audio- and videorecording, transcription, and reporting and analysis. Reporting — Focus Groups 1. Focus group transcript 2. Reporting and analysis 3. Video with demographic overlay (if applicable) Focus Group Options Explained In -person Online video Online Discussion 10-12 participants 8-12 participants 20-40 participants 90-minute sessions 90-minute sessions 3-5 day session Present visuals Present visuals Present visuals Participants in -person Participants live on screen No participant video, anonymity Reporting in 10 days Reporting in 10 days Reporting in 10 days Newport Beach San Francisco Washington DC 16 Presentation and Ongoing Consulting After completing our reports, we will send our deliverables to the District for feedback and approval. We will then present our results to District staff, elected officials, and key stakeholders as identified by the District. We will incorporate all feedback for additional presentations and deliverables as it pertains to future presentations, conference calls, or collaboration with staff and other consultants. We are available to present findings virtually or in -person as requested. We welcome the chance to work with the District's preferred outreach consultants. We love to collaborate and to provide staff and outside consultants with insight on how to interpret, understand, and use our data. Our strategy recommendations will be informed by the results of our research, having tested the success of outreach and education strategies and cross -tabulations of how to address different demographic groups most effectively. Timeline We have a simplified process that delivers accurate and actionable results. 000000 Project Research Conduct Analysis and Presentation Ongoing Initiation Design Research Reporting Consultation We can meet any timeline provided by the District. We can start our work for the District immediately. Below is an example timeline that can be easily modified. "to August Early September Mid September Late September October h1ovienberath Research Submit for Finalizeb ielA m Survey Roport �Vi:"; Fick oR Oevelppment Approval Trandete Analyai-6 Duvelopmem Kick og meeting • Write survey • Submit for approval • Finalize survey • Fieldsurvey • Deliver reporting collect 6analyze questionnaire •Make requested • Translate survey • Present results as requested background •Send draft for edits • Ongoing consulting Information review 6 edits Probolsky Research has the necessary capacity to deliver high -quality work within the District's preset timeline and budget. In over thirty years of business, we have never initiated a change order; we have always delivered on time and within budget. Newport Beach San Francisco Washington DC 17 Cost Proposal Our pricing is all inclusive, not to exceed. We do not charge for travel or any other expenses. We welcome the chance to develop the ideal methodology and budget in discussion with staff. We are flexible. Community Survey Pricing Number of Questions/Time Universe Number of Margin of Error Cost Respondents To Be Determined Costa Mesa Sanitary District 1,000 +/-3.2% $39,200 customers Languages: English, Spanish, and Vietnamese Level of confidence: 95% Mode: Online, Telephone, and Mail Focus Groups Prici In -person, online video, or online discussion optional Newport Beach San Francisco per group Washington DC 18 Distinguishing Characteristics Probolsky Research has a sizeable solid waste practice with clients nationwide and throughout California. Market and opinion research on solid waste and recycling has been a central practice area for our firm for more than 20 years. This includes work on behalf of the City of Newport Beach, Rossmoor Community Services District, Santa Cruz County, Dakota County, MN as well as waste haulers and solid waste consultants like HF&H. Additionally, Adam Probolsky previously served as an Orange County Waste and Recycling Commissioner. We are a Latina -owned firm, and we are multi-lingual. We bring the understanding of diverse communities to our work and the language capabilities that ensure that our research is more accurate than any other firm can provide. Our proposal includes conducting the survey among solid waste ratepayers in English, Spanish, and Vietnamese. Sustainability Statement Probolsky Research is deeply committed to maintaining sustainable business practices. We believe that sustainable practices are not only ethically right but are also more efficient. Our staff work remotely, which eliminates the pollutants associated with commuting to an office. Having a remote staff also helps to reduce waste associated with physical offices, such as trash and electricity. We work hard to minimize our carbon footprint by keeping correspondence and paperwork stored and secured electronically rather than being printed. When printing is necessary, we use recycled paper. Behavioral Change and Marketing Experience We understand that before you launch an extensive marketing and outreach effort, you need a roadmap to understand your ratepayer's needs. Useful information is actionable information. Our goal is to understand the community's needs, wants and opinions, and translate that into an effective messaging strategy for our clients. Assumptions will be tested, and new information uncovered. Our research will ensure the communications team can strategically tailor messaging to address the issues that are important to specific demographic groups. Our in-house, clinical social worker helps us to focus in on a deep understanding of the human experience. Accessing the emotional drivers behind behavioral change and the adoption of new behaviors brings a new dimension to our research process. We provide unique insight into human behaviors, patterns, and adopting of new processes. Samantha Calloway, LCSW, MSW, Clinical Social Worker i Newport Beach Samantha's training affords her a special understanding of human experiences that provides us insight into human behaviors and patterns. She has overseen project development and implemented solutions that get to the root cause of social drivers. Received her B.A. in Sociology from Brandeis University and her Master of Social Work from the University of Southern California. San Francisco Washington DC 19