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Attachment 5Fairbank, Maslin, Maullin, Metz & Associates Publi<' Optnion Rescurr h & Strareg} TO: Jen Callaway, Assistant Town Manager Town of Los Gatos FROM: RE: DATE: John Fairbank, Adam Sonenshein, & David Sokolove Fairbanh Masliq Mautlin, Metz & Associates Proposal to Conduct Opinion Research for the Town oflos Gatos March 7 ,2O16 Fairbank, Maslin, Maullin, Metz & Associares (FM3) is pleased to submit this proposal to conductpublic opinion research on behalf of the Town of ios Gatos. we betieve our experience conducting funding measures for cities throughout Califomia and our specific experiencein Santaclara counry and Los Gatos makes use particularly qualified to *ri.t you i" ."uJhg yo* objectives. We understand that the Town of Los Gatos would like to place a ballot measure for a transient occupancy tax (TOT) increase on the November 2016 ballot, and is also considering either a new sales tax or utility user tax (UUT) on the ballot alongside the ToT in order to general the revenue needed. Often, local govemments believe that ballot measures raising TOTs are easy to pass since this taxis generally not paid by residents but rather out-of-town viJitors. And while ii is generally truethat voters are more supportive of ror funding measures for this reason, FM3 has sien nu#.orr.Tor measures fail because ofpoorly crafted ballot label language wording, a lack ofprominentaccountability features, and,/or a weak effon to promote the measure *ith effective messaging andcommunications. Based on our experience, FM3 believes it is important for the Town'oit_osGatos to utilize survey research-to gauge curent levels of support for an increase in the Tor, tohelp develop the strongest possible ballot label language, and to determine what communicati,ns lmpact support. ATTACHMENT 5 FM3 Town of Los Gatos Proposal Page 2 Furthermore, because the Town of Los Gatos is considering placing two measures on the same ballot, it is all the more imponant to know how voters react to both of them as a pair. FM3's research will be desigred to measure the impact of having two funding measures on the ballot, the most effective funding mechanism to be on the ballot alongside the TOT (a sales tax or UUT), and the most effective ways to colnmunicate about them to ensure passage ofboth. FM3 has routinely conducted surveys where we explore multiple potential funding mechanisms. We are very experienced in crafting a survey to determine which two funding mechanisms should be ernployed, and in crafting ballot language and a communications strategy to pass these measures on Election Day. FM3's survey will be designed to clearly show the viability of such a campaign, and how best to achieve success should the results show an opportunity for passage. The remainder of this proposal presents our general and relevant experience and provides our recommended research methodology and approach. We conclude with a timeline, introduction of our research team, and proposed budget. we have also attached at the end of this proposal a list ofour funding measure experience and references for your review. FM3 is a Subchapter "S" corporation incorporated in Califomia, headquartered in tns Angeles, Califomia. FM3 has been offering public opinion research services since l98l . FM3 specializes in public policy-oriented opinion research and offers a full range of opinion research and communications strategy consulting services. Such services include: o Random-Digit-Dial (RDD) and listed sample (including voter sample) public opinion telephone surveys in English, Spanish and other languages. Focus groups in English, Spanish and other languages. Internet surveys, including ad and video testing. Intercept surveys in English and Spanish. Public opinion mail surveys in English, Spanish and other languageso In-depth executive interviewso Product testing and consumer market research. Advertising testing using Audience Response System (ARS) ..perception Analyzer', technology o Communications and public opinion strategy consulting FM3's principal business is to provide timely public opinion analysis to assist policymakers in making decisions. To achieve these goals. FM3's 24-person staff is multi-talented and works h multi-disciplinary teams to assure the completion of quality opinion analysis in a timely manner.All key FM3 staff members have advanced degrees in public policy, research methods, and,/or extensive experience working in state and local government. FM3 also has on-staff spanish language capability that it applies to all research projects involving populations with significant l1cr,- t{ I{ITI Asour FM3 Town of Los Gatos Proposal page 3 Spanish speaking segments. In addition, FM3's data collection and sampling subcontractors are closely supervised and pre-qualified by FM3 to render immediate, high-quality service. On an annual basis, FM3 conducts as many as 300 surveys and 160 focus groups, in addition to providing ongoing strategic consulting to our clients. FM3 research and analysis frequently focuses on issues ofmajor economic and social concern such as education, budgetary issues and taxation, energy development, transportation planning, healthcare, environmental protection, natural resource conservation and developmenq growth and property development, communications technology, and organizational branding. FM3 prides itselfin delivering personal service to its clients, who are assured ongoing contact with the firm's principals and senior personnel. RELEVANT ExPERtENcE FM3's background, experience and specialization in conducting research for funding measures on behalf of Califomia municipalities leave our firm well-prepared to conduct the research requested by the Town of Los Gatos. We begin this section by explaining our experience helping cities and towns pass funding measures, which is followed by a breakdown of our experience working with municipalities to pass two different funding measures on the same ballo! and conclude with our specific research experience in the Bay Area, Santa Clara County, and Los Gatos specifically. CONDUCTING REsEARcH oN BEHALF oF CITIEs SEEKING To PASs FUNDING MEAsURf,S FM3 is the recognized industrv leader in conductins research to help California cities pass local ballot measures that provide additionat revenue for city services. FM3 has provided research and consulting services in support of over 500 ballot measure campaigns for cities, counties, school districts, and other local and state service providers. Historically, over 95 percent of local revenue measures placed on the ba ot by FM3 clients have been approved by voters. Our firm has developed effective methodologies and strategies for conducting voter research ofunsurpassed quality for municipal finance measures. We make it a priority to work closely with each city and local stakeholder to design the research because we know every community is different and requires an approach that addresses its own unique characteristics and needs. our research identifies the feasibility of a possible ballot measure, the most appropriate tax rate, revenue mechanism (sales tax, utility user tax, parcel tax, business tax, fansient occupancy tax, bond measure, etc.), how voters would prefer to use additional revenue, and how to construct the ballot measure language to maximize support. Our clients represent a diverse cross-section of large and small cities; urban, suburban and rural communities; and we work with cities throughout .llct: & ,lssoc talr,.ir Town oflos Gatos Proposal Page 4 the state, including those in the Bay Area, the central valley, the Inland Empire, the Central coast, and in other areas of Northem and Southem Califomia. The following 72 Califomia cities have engaged FM3's research and consulting services since 2008 to help successfully pass ballot mftuiures to fund city services and programs (Bay Area cities are italicized): Alameda, Arvin, Bellflower, Benicia, Berkeley, Capitola, Carson, Carpinteria, Canyon Lake, Cathedral City, Cloverdale, Commerce, Culver City, Desert Hot Springs, Dinuba, El Monte, Gall Gardena, Gilroy, Grover Beach, Healdsburg, Hercules, Huntington Beach, Indio, Inglewood, Kingsburg, Lakewood, La Mesa, La Habra, Lathrop, Larkspur, Los Angeles, Los Banos, Martine7, Monterey, National City, North Lake Tahoe, Norwalk, Oakland, Orinda, Oxnaril, Palo Ako, Paramount, Pasadena, Redondo Beach, Reedley, Riverside, Rohnert Par*, Sacramento, San Anselmo. San Bernardin o, San Francisco, San "/ase, San Luis Obispo, Sanger, Santa Ana, Santa Clara, Santa Craz, Santa Fe Springs, San Juan Capistrano, Santa Monica, Santa Rosa, Seal Beach, Seaside, Selma, South El Monte, South Gate, South Pasadena, Stanton, Stockton, Vallejo and Wildomar. In addition to determining overall support for a proposed ballot measure, our survey research tests voter preferences for the funds raised. This research enables our clients to better understand the public's priorities, allowing each city to craft its measure to the specific preferences of their residents' unique needs to ensure the greatest level of support. we have adapted our experience in this field to the needs of local governments that seek voter approval for both capital and operational budget increments. In summary, our opinion research services and methods will: . Identify the official 75-word title and summary statement, including specific words, phrases, and language to use in developing the ballot resolution;. Evaluate voters' responses to different funding mechanisms, e.g. sales and utility user taxes;. Determine support for a general purpose measure;. Test voter support for programs, provisions, raxation rates, and funding initiatives; and. Examine different educational messages and framing to help voters understand Los Gatos's needs for additional revenue to maintain vital local services. In addition to our work with cities to pass funding measures, for almost three decades, FM3 has conducted numerous community satisfaction and strategic planning surveys for local governments across Califomia. FM3 has conducted such surveys for the cities of Anaheim, Bellflower*r, Capitola*, Carson*, Citrus Heights, Concord, Coronado*, Del Mar, El Monte, Fairfield, Folsom, Fremong Hawaiian Gardens*' Hemeq La Habra, Lakewood*, Livermore (police Department), Manhattan Beach, Modesto, Moreno Valley*, Oakland*, pasadena*, pleasanton, Rancho cordova, Rancho Palos verdes (Parks and Recreation Department), Rancho Santa l/(,1: ct - l!.!/)( ?atfc.\rr,llr I * Denotes cities where FM3 has conducted two or more resident satisfaction survevs_ Town oflos Galos Proposal page 5 Margarita*, Redondo Beach, San Francisco*, San Jos6*, San Luis Obispo, Santa Monica*, Signal Hill, Stanton, Torrance* and Ventura, among many others. when conducting resident satisfaction surveys, a key objective is to determine not only how satisfied residents are with the services they receive, but how important these services are to them when thinking about their quality of life. Our research helps us understand what residents value most to help cities prioritize their funding and service providing efforts. Typically, our resident satisfaction surveys explore resident concems about the local environment, economy, education, traffrc, public safety, recreational opportunities, $owth and development, and beautification and appearance. Our knowledge of issues and concerns among residents throughout Califomia helps to inform our research when crafting successful ballot language and messaging. EXIERTENCE PAssrxc Mulrrple FTNANCE MEASURES oN THE SAME BALLoT FM3 has a track record of heloinq our clients win multiole linance measures on the same ballot. FM3 has completed numerous rigorous, highly-accurate research for municipal clients that have chosen to place multiple finance measures on the same ballot. Most recently, the city of Hercules passed both a utility user tax (UUT) and sales tax extension on the same Novernber 2015 ballot. FM3 polling showed that both Measures B and C had an excellent chance ofpassage at the ballor box - and election results were within two poins ofthose simulated by an April survey of likely voters, zrs illustrated by Figure I on the subsequent page. l uit'hunk. .llct: & -.ls.s0t'iutasr Town of Los Gatos Proposal page 6 Figure l: city of Hercules November 2015 Measures B & c: FM3 polling Result vs. Election Result I Yes r Undecided aNo Hercules FM3 Poll Measure C (UUT) Erection Resurr HerCUleS FMI potl Measure B (Sales Taxl Election Result The City of Palo Alto retained FM3 beginning in 2013 to research a variety of potential funding mechanisms, including Tor, UUT modemization, sales tax, and bond measwes for transportation and public safety. Three stages of survey research showed the Tor increase and uUT modemization both had strong and significant support - Measure B passed with 76%o and Measure C passed with 85olo of the vote in November 2014. Other recent clients who have leveraged FM3's research to successfully pass multiple local finance measures in the same election include the City of san Francisco, which approved Measure E, a gross receipts tax, and Measure B, a $ 195 million parks bond on the same November 2012 ballot;and the City of San Jos6, which passed both Measure K and Measure u in November 2010, raising taxes on card rooms and marijuana businesses, respectively. FM3 has also provided research for numerous clients in recent years who, acting on the information provided by our research, opted to address their revenue needs using strategies other than placing multiple revenue measures on the ballot in a single election. A common strategy among these clients for addressing significant or diverse revenue needs is to place revenue measures before voters in consecutive elections, and FM3 has developed a specialized skillset in helping these agencies fi:ame the context and need for multiple consecutive revenue measures to their voters. Strategies that we have deployed successfully on behalfofother local agency clients include using unique messaging language, such as framing back+o-back finance measures in consecutive elections as part of a multi-phase strategy by the agency to address its infrastructure and,/or operational funding needs. A prime example ofthis phased approach occurred in20l4, when San Jos6's Evergreen School District utilized FM3's research to secure voter approval for a pair of .\1et: & ,l s sotiatasIilil 7L%2L% 72% ffi;!{!t 72x *ll_t, 74%25% Town of Los Gatos Proposal Page 7 measures in the June 2014 statewide primary (Measure H, a $100 pmcel tax) and the November 2014 generul election (Measure M, a $100 million bond) - both of which were approved by wide margins. Bly Anra RrseARcH ExpERtENcE .l/r,1-- c( INil FM3 brings a wealth ofexperience with voters in the Bav Area via a range ofpublic, private and nonprofit clients. FM3 is a leading provider of public opinion research for cities and other govemment agencies throughout the Bay Area. our research for local public agencies has run the gamut from local finance measures to public policy and communications research to resident preferences and behavior studies on issues that range from education to watet from traffic congestion to marijuana, and everything in between. In addition to our work for local public agencies in these regions, FM3 is regularly engaged by a wide variety of private clients including labor unions, healthcare providers, envirorunental organizations, political candidates, and independent committees - at every level of the ballot. This broad portfolio helps keep FM3 closely in tune with current trends in public opinion and relevant issues ofpublic debate in the region. Throughout the larger nine-county Bay Area region, FM3's research has helped secure voter approval for 31 local finance measures in 21 cities, as well as 17 count)"wide finance measures in six Bay Area counties and three special districts within the last ten years alone. These measures, which include both general purpose and dedicated taxes, and range from sales and utility user taxes to transient occupancy taxes and parcel taxes, along with general obligation bonds, cumulatively raise hundreds of millions of dollars each year to protect vital local govemment services that residents depend on throughout the region. In addition to our work on behalfofBay Area cities, counties and special districts, FM3's research has also led to the approval of 13 successful local school bond measures in 12 Bay Area school districts which have provided over $2 billion in funding for building and upgrading schools throughout the region, and six successful parcel tax measures which cunently provide tens of millions in ongoing operational funding for Bay Area public schools. Separately, our research has helped eight Bay Area community college districts secure voter approval for tocal community college bond measures totaling over $2.6 billion. FM3's research for candidate campaigns in the Bay Area has helped our clients win election to numerous high-profile positions including the mayoralty ofthe region's three largest cities, san Jos6, San Franciscq end oakland, respectively; numerous count).v/ide offices ln the region's most populous county, including the incumbent Santa Clara county DA, incumbent Santa Clara county Assessor and former santa clara County sheriff; multiple Bay Area members of congress, including U.S. Representatives Jared Huffman (cA-2), John Garamendi (cA-3), Mike Thompson (cA-5), u.s. House of Representatives Democratic Leader Nancy pelosi (cA-12), Anna Eshoo (cA-18), and Z'oe Lofgren (cA-19); counry Supervisors in nearly every Town of Los Gatos Proposal page 8 Bay Area county; and literally dozens of members ofthe Califomia Legislature representing Bay Area districts in both the Assembly and Senate over the last 30 years. Other local clients have included the Bay Area Rapid rransit Distric! stopwaste, the East Bay Regional park District, oakland unified School Distric! Livermore valley Joint Union High school District the Oakland Zoo, the Golden State Warriors, Clipper Card, Sutter Health, and Stanford Children's Health, among others. SANTA CLARA BALLoT MEASURE REsf,ARCH EXPERIENCE FM3's research has helped to pass 28 local funding measures in the last 16 years in communities throughout Santa clara county. while every city and community is different, our breadth of experience in the county gives us a library ofdata upon which to compare results in Los Gatos and inform our thinking. Table I on the following page lists our santa clara funding measure experience since 2000. Fairba*. lvt.tsl in. Maullin. Met. & ,4ssociatesIT Table l: FM3's Local Finance Measures in Town of Los Gatos Proposal Page 9 Santa Clara County Agency Ballot Measure Trrre Election Date City of Palo Alto, Measure C Utility Users Tax November 2014 Ciw of Palo Alto, Measure B Hotel (TOT) Tax Increase November 2014 Evergreen School District, Measure M School Bond November 2014 City of San Jos6, Measure B Library Parcel Tax Renewal June 2014 Evergreen School District, Measure H School Parcel Tax June 2014 Santa Clara Valley Water District, Measure B Clean Safe Creeks Parcel Tax Renewal November 2012 City of San Jos6, Measure K Cardroom Business Tax November 2010 City of San Jos6, Measure U Marijuana Business Tax November 2010 Santa Clara Valley Transportation Authority, Measure B Vehicle Registration Fee November 2010 Milpitas Unified School District, Measure B School Parcel Tax June 2010 Santa Clara County, Measure A Hospital Seismic Safety Bond November 2008 City of Palo Alto, Measure N Library Facilities Bond November 2008 City of Gilroy, Measure F New Librarv Buildine Bond November 2008 City of San Jos6, Measure K Utility Users Tax November 2008 City of San Jos6, Measure J Telecommunications Tax November 2008 Evergreen School District, Measure T School Parcel Tax November 2008 Franklin-McKinley School District, Measure U School Parcel Tax November 2008 East Side Union High School District, Measure E School Bond February 2008 City of Sunnyvale, Measure D Business License Tax November 2005 City of Sunnyvale, Measure E Hotel (TOT) Tax Increase November 2005 Alum Rock Union School District. Measure R School Parcel Tax November 2004 City of San Jos6, Measure S Library Parcel Tax November 2004 West Valley-Mission CCD, Measure H Community College Bond November 2004 Galivan Joint CCD. Measure E Community College Bond March 2004 City of San Jos6, Measure O Public Safety Bond November 2002 City of San Jos6, Measure F Hotel (TOT) Tax Increase November 2002 City of Saratoga, Measure N Library Bond November 2000 City of San Jos6, Measure O Library Bond November 2000 F airbank, Maslin, Maullin, Metz & Assotiates Town oflos Gatos Proposal Page l0 .llus lin. ,\'l uu lli n. .llet: &r Town of Los Gatos Proposal Page I I Los GATos ExPERTENcf, ln addition to conducting research among Los Gatos residents for broader counfyrvide or Bay Area research, in 201I (among 400 voters), 2013 (among 361 voters), and 2014 (among 3,14 voters), FM3 conducted research in the Town of Los Gatos regarding rezoning and construction code regulations to allow the Netflex development project to go forward. In the 2014 study, conducted about a month before the June 2014 election, after presenting arguments in favor and opposed to the project, FM3 predicted support from 73 percent of voters. Indeed, the ballot measure to approve the development project passed in June 2014 with 73 percent of the vote. llr 2007, FM3 conducted a survey of400 likely voters in the Town ofLos Gatos to assess voter attitudes toward Town services and test the feasibility ofa bond measure to finance improvements in public facilities, including the library and a community center. The survey found that voters were happy with the conditions in the community and the operation of the Town govemment. As a result, they did not see a pressing need for additional funding for public services. While the survey found majority support for a bond measure, it fell short of the two-thirds supermajority required for passage. Based on these findings, FM3 recommended that the Town undertake additional public education and outreach efforts before placing a bond measure before the voters. The Town ultimately decided to not move forward with the bond measure. RECoNTMENDED RESEARCH METHoDoLocy AND AppRoACH FM3 provides custom-designed opinion research that is tailored to meet the specific needs of its clients. we combine our well-tested research methods for measuring public opinion regarding funding measures with careful attention to the particular and special characteristics of each city. We will work closely with Los Gatos's team to craft research that carefully, thoroughly and thoughtfully addresses the Town's needs. METHoDol,ocy Based on our current understanding of the project's goals and objectives, and electorate, FM3 recommends a 20-minute voter-listed survev of 300 Town voters. the size of Los of the Gatos FM3 further recommends conducting this survey using our firm's dual-mode telephone/internet data collection methodology. utilizing this approach will provide the Town of I-os Gatos's voters the greatest number and variety ofopportunities with which to participate in the survey, significantly increasing the likelihood of ultimately completing interviews ,nith th" desired sample of voters who are likely to vote in the November 2016 general election. .llL't: & .,1-\.\ o( i.tte .\IEII To|9n of Los Gatos Proposal Page 12 The last few yeirs have seen sigrrificant changes in the ways that many Americans use telephones and other communications technology. The dramatic rise in the use of caller I.D. and similar features has led to an unprecedented increase in individuals screening their calls. At the same time, the use and prevalence of the intemet has exploded as an increasingly greater proportion of the population has access through their smartphone or other mobile device. These changes have had a significant effect on the discipline ofpublic opinion research. The traditional methodology of conducting randomized telephone surveys continues to provide highly accurate data on public sentiments in a cost-effective manner and FM3 would be happy to complete the project with this methodology if the Town of Los Gatos prefers. However, the rise of call-screening behavior presents growing challenges for survey projects attempting to achieve generalizable results within small populations, such as those the size of the Town of Los Gatos electorate. The contemporary approach to gathering statistically-reliable data is to employ both the traditional telephone survey methodology alongside the latest online survey applications. While many respondents are willing to offer their opinion through a telephone survey, tlere are several identifiable segments ofa given sample that would be more likely to respond to an online version of the survey. combining the telephone and online data will result in an all-inclusive, representative sample of l-os Gatos's likely voters. Using this modem dual-mode survey methodology, FM3 collects data in two phases: Phase I: Online Interviews: During this initial phase, FM3 will pull a randomized sample of Los Gatos's likely November 2016 general election voters. FM3 will collect email addresses for respondents in this sample from three sources: ( I ) The Registrar of Voters (2) Los Gatos's own records (ifavailable) (3) Matching the names of those who do not have an email address on file with the Registrar with a list of email addresses from commercially-available consumer records Once FM3 has identified email addresses for the largest possible number of respondents desired, an invitation will be sent to the individuals for whom an ernail address is available. To encourage the greatest possible level of participation in the survey, we recommead using Los Gatos's electronic stationery for the email invitation-to be electronically signed by the Town Manager or Assistant Town Manager--cxplaining that the Town of Los Gatos has hired an independent public opinion research firm to conduct a survey on issues that are relevant to local residents. Thsemail invitation will provide a link for the voter to take the survey online. Within three to four days after the email invitations are sent, a second reminder email will be directed to recipients who have not yet taken the survey, requesting that they do so. .l/t,l-- <t INil Town of Los Gatos Proposal Page I j Phase II: Telephone Interviews: within a week of this initial email, FM3 will conduct a thorough ex,rmination of the demographic characteristics of those who have taken the survey online. By comparing the demographics of those who have completed an online survey with the attributes of Los Gatos's desired audience, FM3 will note specific subsets that are either overrepresented or underrepresented in the online sample. In many communities, those who opt to take a survey online tend to be both younger and more recent registrants than the broader population. FM3 will then conduct further interviews with additional respondents by telephone. The telephone interviews will be concentrated among respondents who were undenepresented in the online sample, thereby producing an overall survey sample using both methodologies (online and telephone) that is representative of Los Gatos's likely voter universe. Given thi composition of those who generally opt to take surveys online, it is likely that the telephone interviews will be heavily concentrated among respondents 50 and over, and other groups that are less likely to have an email address on public record. FM3 will also conduct a smaller number of telephone interviews among individuals whose demographic profile matches that of the online survey participants, but for wliom no email address is available, to ensure the accuracy ofthe data produced by the online portion of the survey. Using both telephone and online surveys in tandem will ultimately provide: l) The ability to complete a greater number of interviews, thereby decreasing the survey,s margin-of-error, and; 2) The ability to capture opinions from a pool of respondents who are representative of Los Gatos's desired audience. FM3 provides opinion research that is tailored to meet the specific needs of its clients. FM3 does not believe in the use ofa "cookie-cutter" questionnaire. Therefore. the research process will beginwith a detailed conversation with rown of Los Gatos staff to understand your specific needs, priorities and expectations. Next, the survey questionnaire will be constructed based on input from Los Gatos Team and our own experience and knowledge on municipal finance measures. After collecting comments and suggestions, FM3 will revise and refine the survey questionnaire.It is common to go through several iterations of a questionnaire to ensure it is tire Lest possible research instrument. Before the actual survey begins, FM3 will obtain approval from the iown of Los Gatos on a final version ofthe questionnaire. .l1.,/,- (t IT Town of Los Gatos Proposal Page 14 In order to test different ballot measure options and combinations (including ballot language wording altematives, various dollar amounts, and sunset clause lengths), consider potential uses of funds, and determine the most effective thernatic and strategic approach, we recommend a survey that will take approximately 20 minutes for the average respondent to complete. while a shorter survey could be conducted, it will not provide the ability to test the range ofideas that we believe is necessary to pass a finance measure at the n@essary two-thirds supermajority threshold. FM3's finance measure viability research for local govemment agencies does far more than simply determine overall support for a proposed ballot measure. Although the survey will be designed in consultation with the lrs Gatos Team, FM3 envisions asking questions in the following areas: o Determine voters' perception ofthe direction ofthe Town;o Determine voters' overall satisfaction with living in the Town;. Gauge voters' overall attitudes towards potential city taxes;. Identiry voter perceptions of Los Gatos's financial management;. Assess voters' sense ofLos Gatos's fiscal needs - both generally and specific needs;o Measure support/opposition for a TOT measure as well as a sales tax and UUT measureo Determine the impact of placing two measures on the same ballot, and which combination of funding mechanisms generates the most support;o Test specific ballot language for the measures;o Assess what dollar amount of additional taxation voters are willing to tolerate, including various combinations oftax rates and durations that would meet Los Gatos's needs;o Understand how voter support for a Town of I-os Gatos finance measure/s is affected by the inclusion of additional accountability provisions, such as independent annual financial audis, a citizen's oversight committee, sunset clause, senior and./or low-income exceptions, etc.;. Explore the implications of sharing the ballot with other finance measures on the County and State levels: ' Identify themes and messaging that are most effective at persuading a sufficient percentage of undecided voters to support the measures; ' Test the impact ofvarious oppositional messages against the proposed measures that are likely to be utilized by opponents, with the objective ofunderstanding and inoculating voters against such sentiments; ando Identify specific individuals and organizations that would have the greatest credibility to speak out in favor ofthe revenue measures. In addition, the survey instrument will gather relevant demographic information from respondents to analyze responses by gender, age, party registration, and other pertinent demographic groupings. This data will help identiry consistent supporters and opponents of the measuri, * *"ll ^-thor"who can potentially be persuaded to support the measure after additional education. Relevant geographic data about survey respondents will be provided by the voter file, as all voters are required to provide a current residential address when they register to vote. Pre-Testing ,llcr: & ,,lsso(iatesINil Town oflos Gatos Proposal Page I 5 Once approved for fielding, the questionnaire will be pre-tested with a small sample oflos Gatos residents to assure ease of administration and flow. Such testing will also verify the length of the questionnaire and the survey questions' clarity and comprehensibility. The results ofthe pre-test will be reviewed with City staff in order to determine whether any adjustments are to be made before interviewing proceeds. Interviewing FM3 will subcontract telephone interviewing services to Quantel, a U.S.-based telephone interviewing facility with whom we frequently collaborate on research projects. euantel's facilities have well-established procedures to supervise the interviewing process and to verif, that interviews are conducted according to specifications. Among said procedures are the monitoring of actual interviews by on-site supervisors, the identification of each interview by interviewer, and the use of a regularly-employed staff of professional, full-time interviewers. There is an established protocol for callbacks of busy or "not-at-home" numbers designed specifically to maintain the randomness of interviewee selection. FM3 proposes to review its procedures with Town staff to ensure its satisfaction with all technical aspects of the sample selection and interviewing process. Data Analysis Response data will be analyzed by FM3's Data Processing and Analysis Department staff using Survey System and SAS software, both well-documented and widely used data analysis software packages. As needed, FM3 may augnent Survey System and SAS with its own custom-designed statistical analysis program to report the tabulation and cross-tabulation of data. The Data Processing and Analysis Department staff employs a data checking and editing system to eliminate errors and document the handling ofdata received from the interviewers. one to two days after interviewing has been completed, FM3 will deliver the aggregate "topline" results ofthe survey to the Town oflos Gatos for initial internal review. These results show the overall percentage of respondents that chose each answer to all ofthe survey's questions. within two to three days, FM3 will provide Town representatives with a comprehensive set of cross-tabulated results. The cross-tabulated results will include a table for each question or demogmphic variable in the survey, with a series of up to 200 columns indicating how various subgroups of the electorate responded to that question. The cross-tabulated results will make it possible to detect differences in responses to each survey question among various subsets of the population. For example, it will be possible to compare men and women, residents under and over age 50, responses based on party registration, homeowners vs. renters, long-time residents and more recent arrivals, voters in different regions of Los Gatos, and many more subgroups of the population. l'uirbank. Lla.slin. liaullin, Mct. & AssociatesI5il Town of Los Gatos Proposal Page 16 Finally, FM3's custom-designed data processing software package can convert the raw electronic data to ASCII format or virtually any other format commonly used, so that the actual results of the survey will be transmitted electronically to the City at the conclusion of the study in the most useful form. Reports and Presentations Results of the survey may be presented both in person and in writing, depending on Los Gatos's scheduling needs and preferences. This report will, at a minimum, take the form ofa detailed PowerPoint presentation ofkey findings along with a comprehensive written document, and can take additional forms depending upon Los Gatos's needs. our reporting will provide clear documentation of Los Gatos's voters' opinions on town services and potential finance mechanisms, and how to use FM3's survey results to maximize success. After FM3's report and presentation have been completed, FM3 will remain available to answer follow-up questions from the Town and present results to key stakeholders. we view the suwey results as an ongoing data resource; should the need arise, FM3 can conduct further analysis to provide answers to follow-up questions that may be posed by the Town or other interested parties. Deliverables Upon conclusion, the Town will have received from FM3 all of the documents listed below. These documents will provide a baseline for where [,os Gatos's voting public stands, as well as the roadmap for a successful public education effort on the measures, should rhe Town ofLos Gatos wish to undertake one. All documents can be provided in hard copy and electronic form. { Final sumey questionnairer' Topline sumey results (the survey questionnaire filled in with the percentage of respondents having chosen each response code)/ Full crosslabuhted resulrs (responses to each survey question broken down by dozens of _ demographic, geogaphic, and attitudinal subgroups ofthe population)/ PowerPoint presentation (gaphs of topline results, additional key survey findings, conclusions and actionable recommendations)r' Final wriuen report (d requesud)r' Raw data ftom the survqlt in elecfionic form (if requested) Project Timeline: FM3 is ready to begin work on behalf of the Town of Los Gatos immediately. A proposed timeline of project milestones is provided below. FM3 will be happy to shorren, lengthen, or otherwise modifu the proposed timeline at the Town ofLos Gatos's request. .11r,1: <t INil Town of Los Gatos Proposal Page 17 lYeek I o Authorization to proceed; kick-offmeetingo Review and modify scope of worko Finalize sample specifications and acquire the survey sample. Begin developing initial survey draft . Draft and seek approval for online survey invitation letter Week 2 o Circulate survey &aft for comment. Edit and refine survey, as needed o Finalize survey draft lYeek 3 . Program online surveyo Pre-test online survey . Revise suwey in consultation with the Town of Los Gatos team, as necessary. Begin online survey. Analyze demographics ofonline survey respondents. Pre-test telephone survey lYeek 4o Begin telephone surveyo Complete telephone survey. Produce draft topline resultso Produce draft survey cross-tabulation reports. Conduct statistical analysis lYeek 5 o Produce PowerPoint presentation with key findings, conclusions and actionable recommendations ONC,oING. FM3 remains available to present findings to stafr, consultants, elected officials or other stakeholders as needed FM3 can conduct additional analyses ofthe survey data as needed; we view the survey results as an ongoing resource for our clients. Fuirbank. Maslin, Maullit Metz & AssociotesINil Town of Los Gatos Proposal Page ) 8 Partner John Fairbank will serve as Project Manager for the Town oflos Gatos and will be assisted by Vice President and COO Curt Below, Senior Research Adam Sonenshein, and Senior Consultant Sharon Pinkerton. FM3 takes geat pride in the superior service our firm provides to our clients, including the time and attentiveness provided by firm principals and other senior personnel. Consistent with this policy, Mr. Fairbank, Mr. Below, Mr. Sonenshein and Ms. Pinkerton will remain attached and committed to the project throughout its duration and will remain available to the City to conduct additional analysis ofsurvey results, provide advice, or address other needs long after the research itself has been completed. Brief r6sum6Vprofiles ofthe FM3 staffmembers assigned to this project are provided below. John Fairbank, Partner - Project Manager John Fairbank has more than thirty-five years' experience in public opinion research and policy analysis, specializing in ballot measures and advising candidates on national, state and local levels. As a founding partner of Fairbank, Maslin, Maullin , Metz & Associates, Mr. Fairbank has consulted for some of the most influential national clients in the areas of govemment, politics, education, business, non-profit and labor. Mr. Fairbank works extensively on ballot propositions, initiatives and referendums that focus on education, conservation, tmnsportation, healthcare, public safety and financing government services-particularly state and local bond and special tax measures. In recent years Mr. Fairbank has been instrumental in statewide campaigns throughout the country that have resulted in public approval ofbillions ofdollars in bonds for clean water, parks and open space. He has also been the principal voter opinion research consultant to campaigrs winning public support for gas tax transportation funding and reform of the public education finance process. Currently, Mr. Fairbank is leading FM3's research efforts for a statewide coalition in support ofqualifying and passing a $9 billion statewide school bond on the 2016 Califomia ballot. At the local level, Mr. Fairbank has specialized in developing strategies to pass revenue measures for issues like education, the environment, transportation, public safety, social services and libraries-in nearly a hundred cities and counties in Califomia and other states. These measures have included bonds, parcel taxes, sales taxes, utility user taxes, business taxes, property owner fees and user fees. His work on behalf of Califomia cities has resulted in ,ot"r appiorul ofbiltion. of dollars in capital improvements and hundreds of millions more in ongoing operational funds raised by both dedicated and general-purpose tax measures. Mr. Fairbank has also consulted for both the business and non-profit sectors, and for organized labor. He has completed research for many leading companies and organizations including Nuevo Energy, Visa credit card, and corbis. In the non-profit sector, Mr. Fairbank has adviid such organizations as The Nature conservancy, the Hewlett Foundation, the packard Foundation, the Automobile club of Southern califomia (AAA), the League of conservation voters and the .1/r,r-- c( @ Town oflos Gatos Proposal Page 19 American Lung Association. He has also worked for numerous organized labor groups including the Writers Guild of America, SEIU, AFSME and CSEA. When Mr. Fairbank is not consulting for his clients, he is very actively involved in sharing his expertise and knowledge through invited talks and various speaking engagements across the United States. His knowledge in the areas of education, conservation and local government issues has given rise to presentations for organizations such as the Council of Great City Schools in Washington DC, The Nature Conservancy and the League of Califomia Cities. John Fairbank received a Bachelor's degree from the University of Califomia, Los Angeles, in Political Science, where he currently serves as a fellow at the Luskin School of Public Policy. Mr. Fairbank can be reached at FM3's Los Angeles office by calling (310) 828-l I 33 or via email: i ohn(lDfm3 research.com. Curlis Below - Wce President & COO Curtis Below, Vice President and Chief Operating Officer at Fairbank, Maslin, Maullin, Metz & Associates, brought his broad professional experience in the public, nonprofit and private sectors to FM3 in 2007. Since joining the firm, he has provided qualitative and quantitative research and strategic advice to goverrunent agencies, non-profit organizations, businesses, and candidate and ballot measure campaigns at both the state and local levels. while at FM3, Mr. Below has specialized in providing public financing, community satisfaction, and policy development surveys for cities, counties, school districts, and other local and regional govemment agencies, including the cities ofSan Jos6, Sacramento, Fremont and Alameda. Mr. Below has also provided research to numerous conservation organizations, among them the Environmental Defense Fund, the Nature conservancy, the League of conservation voters, and the Trust for Public Land. Further, Mr. Below has provided research for candidates seeking public office at the city, county, and state levels. ln the public sector, Mr. Below previously worked in the califomia state Legislature for then Assembly member Herb J. wesson, Jr., specifically focusing on health, utilities and conservation issues. He also served as the vice-chair of the city of oakland's public Ethics commission, overseeing city laws regarding open records, public meetings, campaign financing and lobbyist registration. In the nonprofit sector, Mr. Below worked for the Environmental Defense Fund, focusing primarily on environmental health issues. In the private sector, Mr. Below was a co- founder and vice President of Get Active Software, an Intemet software and services company that provided online constituent mobilization and engagement tools for nonprofit organizations, including the AFL-cIo, American Lung Association, US chamber of commerce, the Humane Society ofthe United States and PBS. A native of Santa Clara County, Mr. Below received his Bachelor's degree in Geography/Environmental Studies from UCLA in 1994 and dual Master's of public poiicy and Master's of Public Health from the Goldman School of public policy at UC Berkelev in 199g. Foirbonli, ,Vaslin. ,\'l aul lit. Met- & ,4ssoaiatesINil Town of Los Gatos Proposal page 20 Adam Sonenshein - Senior Researcher Adam Sonenshein joined FM3 following over a decade of experience working on behalfofnon- profit organizations and political candidates in Califomia. Mr. Sonenshein has conducted opinion research and provided strategic advice for dozens of clients including local govemments, K-12 school and community college districts, non-profit organizations, business associations, candidates for political office and ballot measure campaigns. His current and recent municipal clients include the Cities of Bellflower, Carson, Downey, Fortuna, Fountain Valley, Grover Beach, Hemet, La Quinta, Paramount, San Luis Obispo, Sanger, Santa Monica, Temple City, Torrance and Upland. Most recently, Mr. Sonenshein spent eight years with l,os Angeles Universal preschool (LAUP), a county-wide non-profit organization, focusing on building public will for expanding access to quality preschool. Previously he served as a consultant for political campaigns, coalitions and public awareness campaigns in the San Francisco Bay Area. In 2013, he was an advisor for the Pat Brown Institute/Cal State LA Los Angeles Public Opinion Poll, providing input on survey desigrr and analysis. Previously, he supported the Los Angelescity Neighborhood council Review Commission by conducting a comparative analysis of community input structures around the country, along with other research- Adam Sonenshein received a B.A. in Political Science from Tufts university in l99g and an M.p.p. from the UCLA Luskin School of Public Affairs in 2005 with awards for outstanding M.p.p. Student ofthe Year and Outstanding Acadernic Achievement. Sharon Pinkerton - Senior Consuhant Sharon Pinkerton has conducted public opinion research on behalf of candidates and ballot measure campaigns; local, county, and state governments and public agencies; and business interests for nearly 20 years. She was Senior vice president of Research at FMM&A (now FM3) before becoming the Associate Director ofthe tos Angeles Times Poll where she conducted public opinion research to enhance coverage of local and national elections and breaking n"*r. Mr. Pinkefton re-joined the firm as a senior consultant in 1999, often brought in to he[ lead multi- faceted and complex research projects and campaigns. Ms. Pinkerton has conducted qualitative and quantitative research and given strategic advice on behalf of candidates and ballot measures in nearly every state in the nation. She has worked with candidates at every level ofthe political system, including candidates for mayor, state legislatures, the U.S. Congress, and govemor and other statewide offices. Ms. Pinkerton has conducted numerous resident satisfaction and strategic planning and visioning surveys on behalf of califomia cities, including the cities of Bellflower, Manhattan -Beach, Rancho Santa Margarita, San Jos6, Santa Monica, and Torrance. .\ltt: & @ Tor+n of Los Gatos Proposal Page 2l Furthermore, she has helped pass numerous funding measures for general and specific puposes on behalfofcities, counties, and school districts throughout Califomia and has helped build public support for many development and community enhancement projects as well. Ms. Pinkerton has helped cities investigate the viability of UTT, TOT, sales tax, parcel taxes, and other funding mechanisms to raise money for vital city services, including research on behalf of Cathedral City, Fairfield, Inglewood, Kingsburg, Long Beach, Manhattan Beach, Orinda, and Pacific Grove, to name a few. A native Califomian, Ms. Pinkerton, received the Distinguished Scholar Award from UCLA and graduated Phi Beta Kappa and magna cum laude from the Honors College with a Bachelor's Degree in Mass Communication Studies. She received a Master's Degree, as well as progress toward a Ph.D, in Political Science with an emphasis on public opinion and voting behavior from the University of Califomia at Berkeley. Ms. Pinkerton can be reached at her home oflice at (310) 798-0879 or Sharonpinkenon(luvahoo.com. RESEARCH Cosrs Table 2 below provides the total cost to conduct the survey research with a sample of300 likely November 2016 voters as described in this proposal. While we recommend a 2O-minute baseline for a full exploration ofissues and messages, we also provide costs for a l5-minute survey. Table 2: Town of Los Gatos Survey Costs (N:300) Survey Length Cost l5 minutes $23,750 20 minutes $26.850 The prices shown in the table above are comprehensive - reflecting all costs for sample acquisition, questionnaire development, programming and pre-testing the survey, online survey hosting and emailing, telephone interviewing, data entry, cross-tabulation, data analysis, and preparation and presentation of survey results. Direct incidental expenses, such as extra reproduction of reports and travel, are not included but would be billed at cost only if incurred.2 Additional information about FM3 is available at www.FM3research.com. In the meantime, if you have any questions about our firm, or if you would like more information, please do not hesitate to contact us: .l|"t ,t IflIT 2 FM3 charges for travel based on the IRS 20 t6 business mileage allowance of0.54lmile. Town of Los Gatos Proposal Page 22 John Fairbank Adam Sonenshein David Sokolove 12100 Wilshire Boulevard 12100 Wilshire Boulevard 12 I 00 Wilshire Boulevard Suite 350 Suite 350 Suite 350 Los Angeles, CA 90025 Los Angeles, CA 90025 Los Angeles, CA 90025 (310) 828-1183 (Office) (310) 828-1183 (Office) (310) 828-1183 (Otrrce) (310) 463-2230 (Cell) (310) 569-36s3 (Cell) (6t7) 5t2-76s6 (Ce\) John@FM3research.com Adam(a)FM3research.com Sokolove@FM3research.com we would welcome the opportunity to work with you to craft successful revenue measures. Thank you for your consideration. t/cr-- d INil Town of Los Gatos Proposal Page 23 REFERENCES David Biggs, City Manager City of Hercules lll Civic Drive Hercules, CA 94547 Phone: (510) 799-8200 Email: DBiqes(aci.hercules.ca.us ln late 201l, the City of Hercules was facing severe budgetary challenges brought on by a series ofunfortunate circumstances - huge cost overruns generated by a failing municipal utility, alleged misconduct and mismanagement by an outgoing City Manager who had resigned earlier that year, and reduced tax collections as a result of the lingering economic impacts of the Great Recession among them. In addition, Hercules receives among the smallest shares ofproperty tax revenue of any city in Contra Costa County. ln order to address the budgetary situation and stabilize its finances, the City retained FM3 in early 2012 to conduct voter opinion survey research to assess the viability of various potential local revenue measures. Based on the data from FM3's survey research, the Hercules City Council placed two measures before voters in nearly consecutive elections over the course of less than one year; both Measure O (June 2012), a temporary half- cent sales tax, and Measure A (June 2013), a temporary 2 percent increase to the City,s utility user t ( were approved with greater than 70 percort support. In 2015, FM3 again conducted research for the City of Hercules that helped lead to the passage of two new finance measures, Measures B and C, which extended the sales and utility taxes increased initially in 2012/2013 by Measures O and A, respectively. Jim Keene City Manager, City of Palo Alto 250 Hamilton Avenue Palo Alto, CA 94301 Tel.: (650) 329-2563 Email: iames.keene(lacitvofo aloalto.ore In 2013, facing a multi-million dollar capiral budget shortfall, the city of palo Alro retained FM3 to conduct a comprehensive assessment of Palo Alto voters' willingness to invest in their local infrastmcture. The survey results showed that voters' top priorities for local infrastructure improvements were street and sidewalk repair and seismically-retrofitting public safety buildings, respectively. The survey also identified increasing the City's transient occupancy (hotel) tax rate as the preferred financing mechanism of Palo Alto voters. Informed by the results of FM3's research in conjunction with city staff, the palo Alto city Council in 2014 decided to consider two types of potential revenue measures for the November 2014 ballot - the ToT increase as identified in FM3's 2013 survey, and an altemative measure which would modemize the city's utility user tax while also reducing the tax rate. In order to IEfiI Town of Los Gatos Proposal Page 24 obtain current information regarding which ofthe two proposed revenue measures would be more viable in the November election, the City retained FM3 to conduct a second survey in June of20l4 assessing Palo Alto voters' relative levels of support for each of the proposed measures. The survey results indicated strong levels ofvoter support for both measures even ifthey were to appear together on the same ballot, and so in order to capture the maximum amount ofadditional revenue the City Council placed both meursures on the November 2014 ballot. Measure B, the City of Palo Alto Hotel Tax, and Measure C, the City of PaIo Alto Utility Users Tax, were each overwhelmingly approved by Palo Alto voters on Election Day, eaming 76 and 85 percent ofthe vote, respectively. David Vossbrink, Director of Communications City of San Jos6 200 East Santa Clara Street, l7t Floor San Jos6, CA 951 l3 Tel.: (408) 535-8170 Email: david. vossbrinl<ra sanjoseca.eov FM3 has been conducting finance measure, resident satisfaction and employee opinion research for the City of San Jos6 for nearly three decades, and our work for Santa clara county's largest city has guided the passage of two municipal finance measures on the same ballot on three occasions over the last decade and a half. In November 2002, FM3's research helped secure voter approval for Measure O, a $159 miltion public safety facilities bond, and Measure F, a four percert TOT increase to finance the upgrading and expansion of the San Jos6 McEnery convention center. In November 2008, our research paved the way for the approval by San Jos6 of Measure K, which modernized the telecommunications portion of the city,s utility userstax ordinance, and Measure J, which reduced and updated the City's 9-l-l telecommunications access fee. Most recently, in November 2010, FM3 provided the research for both Measure K and Measure u, which raised local tax rates on card rooms and marijuana businesses, respectively. .\let. & ,-l .!.tarr t(t / c,.r@ Town of Los Gatos Proposal Page 2 5 FM3 SUCCESSFUL LOCAL CALIFORNIA TAX & BOND FINANCING MEASURES: 2OO4-PRESENT t'uirbank, Maslin. Muullin, Met: & Associates FATRBA\K, MAst.t\, MAUttl SUCCESSFUL FTNaNCTNG UT|LIY USER TAx MEASURES City of Hercules (CA), Measure C City of Paramount (CA), Measure P City of Seal Beach (CA), Measure DD City of Norwalk (CA), Measure B City of Canyon Lake (CA), Measure DD City of Cloverdale, Measure O City of Palo Alto, Measure C City of Bellflower (CA), Measure P City of South Pasadena (CA), Measure UT City of Huntington Beach (CA), Measure P City of lndio (CA), Measure S City of Santa Fe Springs (CA), Measure S City of Coachella (CA), Measure I City of Dinuba (CA), Measure M City of Vallejo (CA), Measure U City of Desert Hot Springs (CA), Measure A City of Bellflower (CA), Measure A City of Carson (CA), Measure C City of Gardena (CA), Measure A City of Redondo Beach (CA), Measure RB-A City of San Jose (CA), Measure K City of Cathedral City (CA), Measure L City of Inglewood City (CA), Measure UUT City of Lakewood (CA), Measure L Los Angeles County (CA), Measure U (Unincorporated Areas) City of Sacramento (CA) Measure O City of Santa Barbara (CA), Measure G City of Santa Monica (CA), Measure SM City of Stockton (CA), Measure U City of Los Angeles (CA), Measure S City of Pasadena (CA), Measure D City of San Bemardino (CA), Measure L City of Hermosa Beach (CA), Measure H City of Fremont (CA), Vital Public Service Restoration & Protection, Measure L City of Grover Beach (CA), Measure O-04 GENERAL-PuRposE SaLEs TAx MEAsUREs City of Hercules (CA), Measure B City of Benicia (CA), Measure C City of San Luis Obispo (CA), Measure G-l4 \ \1 r 17 BOND MEAS & Asso(:rATE & rlx URES s-FM3 No rate change 2.5% lncrease 11o/o lo 10o/o Reduction No rate change 3.95% UUT 3% UUT 5o/o lo 4.75o/o Reduction 2% UUT lncrease 8o/o lo 7 .5o/o Reduction .10lo Reduclion 3o/o lo 60/o lncrease UUT 5% UUT 5% UUT Continue Existing 7% UUT No rate change 2% lncrease [rl-j7 No rate change 2Yo UUT No rate change No rate change 5o/o lo 4.5o/o Reduction 3% UUT 10% to 8%Reduction No rate change 5o/o lo 4.5o/o Reduction 7 .5o/o lo 7o/o Reduction 6%o lo 5.75o/o Reduction No rate change No rate change 10o/o lo 9o/o Reduction No rate change 7.83o/o lo 7 .7 5o/o Reduction 6% to 5.5% Reduction 4% UUT No rate change % Cent Sales Tax Extension 'l Cent Sales Tax % Cent Sales Tax Extension 1 Cent Sales Tax 1 Cent Sales Tax Extension 1 Cent Sales Tax 1 Cent Sales Tax Extension % Cent Sales Tax % Cent Sales Tax Extension November 2015 March 2015 November 2014 November 20'14 November 2014 November 2014 November 2014 November 2012 November 201 'l November 2010 November 2010 November 2010 June 2010 November 2009 November 2009 May 2009 March 2009 March 2009 March 2009 March 2009 November 2008 November 2008 November 2008 November 2008 November 2008 November 2008 November 2008 November 2008 November 2008 February 2008 February 2008 February 2008 November 2007 November 2006 November 2004 November 2015 November 2014 November 2014 November 2014 November 20'14 November 2014 June 2014 June 2014 November 2013 November 2013 Humboldt County (CA), Public Safety/Essential Services Measure, Measure Z % Cent Sales Tax City of Stanton (CA), Measure GG City of National City (CA), Proposition D City of Cotati (CA), Transactions & Use Tax, Measure G City of Cathedral City (CA), Measure B City of Larkspur (CA), Street Repair Sales Tax, Measure C City of Rohnert Park (CA), Measure A SUCCESSFUL TAX & BOND FINANCING MEASURES, CONTINUED City of Stockton (CA), Measure A % Cent Sales Tax Town of San Anselmo (CA), Sales Tax Measure O % Cent Sales Tax City of Orinda (CA), Transactions and Use Tax, Measure L % Cent Sales Tax City of Capitola (CA), Sales Tax lncrease, Measure O % Cent Sales Tax City of Commerce (CA), Sales Tax lncrease, Measure AA % Cent Sales Tax City of Culver City (CA), Temporary Sates Tax, Measure y % Cent Sates Tax City of Healdsburg (CA), Measure V % Cent Sates Tax City of Lathrop (CA), Sales Tax lncrease, Measure C 1 Cent Sales Tax City of Hercules (CA), Temporary Emergency Funding Measure, Measure O % Cent Sales Tax City of Vallejo (CA), Measure B 1 Cent Sates Tax City of Santa Monica (CA), Proposition Y % Cent Sates Tax City of Santa Rosa (CA), Measure P % Cent Sates Tax City of South El Monte (CA), Measure R % Cent Sates Tax City of Cathedral City (CA), Measure H I Cent Sates Tax City of Rohnert Park (CA), Public Safety Sates Tax, Measure E % Cent Sales Tax City of Cotati (CA), Sales Tax lncrease, Measure A % Cent Sales Tax City of Arvin (CA), City Sales Tax, Measure L 1 Cent Sates Tax City of Capitola (CA), City Sates Extension, Measure D % Cent Sates Tax Extension City of La Habra (CA), Measure T % Cent Sales Tax City of La Mesa (CA), Proposition L % Cent Sates Tax City of Oxnard (CA), Measure O % Cent Sales Tax City of South Gate (CA), Measure p 1 Cent Sates Tax City of Seaside (CA), Measure R, Vital City Services Measure 1 Cent Sales Tax City of Delano (CA), Measure I 1 Cent Sales Tax city of vista (cA), 911 Emergency & pubtic safety sates Tax, proposition I % cent sates Tax City of lnglewood (CA), Measure tT % Cent Sates Tax City of Grover Beach (CA), Measure X-06 % Cent Sales Tax City of Morro Bay (CA), Measure e-06 % Cent Sales Tax City of San Luis Obispo (CA), Measure y{6 % Cent Sales Tax City of Merced (CA), Measure C % Cent Sates Tax City of Salinas (CA), Measure V % Cent Sates Tax City of Tulare (CA), Measure I y, Cent Sates Tax DEDICATED SALES TAx iIEAsUREs City of Monterey (CA), Measure p, Special Transactions & Use Tax 1 Cent Sales Tax Fresno county (cA), Measure z, Keep our zoo i/10 cent sales Tax E)dension city of Los Banos (cA), Public safety sales Tax Renewal, Measure K % cent sales Tax Elitension Fresno County (CA), Measure B, Libraries protection Measure Napa County (CA) Measure T, Sales Tax for Road Repairs 1/8 Cent Sales Tax Extension % Cent Sales Tax Extension % Cent Sales Tax % Cent Sales Tax % Cent Sales Tax 3/4 Cent Sales Tax % Cent Sales Tax % Cent Sales Tax November 20'13 November 2013 November 2012 November 2012 November 2012 November 2012 November 2012 November 2012 June 2012 November 201 'l November 2010 November 2010 November 2010 June 2010 June 2010 April 2010 November 2008 November 2008 November 2008 November 2008 November 2008 June 2008 February 2008 November 2007 November 2006 November 2006 November 2006 November 2006 November 2006 November 2005 November 2005 November 2005 November 2014 November 2014 November 2013 November 2012 November 2012 November 2009 November 2008 November 2008 November 2008 November 2008 February 2008 February 2008 November 2007 November 2007 November 2006 November 2006 November 2006 November 2006 city of Los Banos (cA), Public safety sales Tax Renewal, Measure A % cent sales Tax Extension lmperial county (cA), safe Roads, Air ouality, pothole Repair, Measure D % cent sales Tax Extension santa Barbara county (cA), Transportation sales Tax, Measure A % cent sales Tax Extension City of Galt (CA), Anti-cang Sates Tax, Measure R Los Angeles County (CA), Transportation Sales Tax, Measure R City of Reedley (CA), Pubtic Safety Sates Tax, Measure G City of Sanger (CA), Public Safety Sales Tax, Measure S City of Ceres (CA), Public Safety Sates Tax, Measure H City of Selma (CA), Public Safety Sates Tax, Measure S Fresno county (cA), Transportation safety, Road Repair Measure c % cent sares Tax Extension Tulare County (CA), Transportation-Air euality Measure R % Cent Sales Tax sonoma county (cA), open Space, clean water proteclion, Measure F % cent sales Tax Elitension city of Manteca (cA), 9'r'r Emergency & pubric safety sares Tax, Measure M % cent sares Tax SUCCESSFUL TAx & BoND FINANCING MEASURES, CoNITINUED City of Dinuba (CA), 911 Emergency & public Safety Sales Tax, Measure F % Cent Sales Tax city of Porterville (cA), 911 Emergency & public safety sates Tax, Measure H % cent sates Tax Fresno County (CA), Zoo Sales Tax, Measure Z 1/,lO Cenl Sales Tax PaRcEL TAXEs Marin County (CA) Measure A, Marin Emergency Radio Authority, Measure A $29 per parcel City of San Jose (CA), Measure B, Library parcel Tax parcel Tax Renewal Santa Clara Valley Water District (CA), Clean Safe Creeks parcel Tax, Measure B City of Wildomar (CA), Speciat parcet Tax, Measure Z City of Riverside (CA), Measure l, Library parcet Tax Mountain Communities Healthcare DistricuTrinity Hospitals (CA), 24 Hr. Emergency Room parcel Tax, Measure T i/arin County (CA), Paramedic Services Special Tax, Measure M City of Desert Hot Springs (CA) 9i l Emergency Response police. Fire San Mateo County (CA), Transportation Sales Tax, Measure A City of Los Banos (CA), Public Safety Sales Tax, Measure p City of Stockton (CA), Pubtic Safety Sates Tax, Measure W City of Visalia (CA), Public Safety Sates Tax, Measure T & Safe Streets Measure, Measure G City of Santa Cruz (CA), Clean Beach Tax, Measure E City of Orinda (CA), Measure E, Library parcet Tax City of Monrovia (CA), Measure L, Library parcet Tax % Cent Sales Tax Extension % Cent Sales Tax % Cent Sales Tax % Cent Sales Tax Parcel Tax Renewal S28 per parcet $19 per parcel $32 per parcel/ $118 per dwelling $24 Annually Renew existing $39-S12'l per parcel tax $28-$94 per parcet $27 to $39 Parcel Tax lncrease $62 per parcel $84 per parcel $25 per parcel $155 p€r parcel $12 per parcel $248 Million Bond $412.3 Million Bond $887.4 Million Bond $840 Million Bond $76 Million Bond $20 Million Bond $37 Million Bond $30 Million Bond $30 Million Bond $20 Million Bond S496 Million Bond November 2005 November 2005 November 2004 November 2004 November 2004 November 2004 March 2004 November 2014 June 2014 November 20'12 November 2012 November 2011 June 201'l November 2010 June 2010 November 2008 June 2008 February 2008 November 2006 November 2004 November 2004 November 2004 November 2014 November 2014 June 2014 June 2014 November 20'12 November 201'l June 2010 November 2008 November 2008 November 2008 November 2008 November 2008 November 2008 November 2008 November 2006 November 2004 BoNo MEASURES City ofSan Francisco (CA), Transportation and Road lmprovemenl Bond, proposition A $S00 Million City of Grover Beach (CA), Measure K-,14, Local Street lmprovements $4g Million City of San Francisco (CA), Earthquake Safety and Emergency Response Bond, Proposition A $4OO Mi ion BondCity of Orinda (CA), Road and Storm Drain Repair Bond, Measure J $20 Mi ion BondCity of San Francisco (CA), parks Bond, Measure B $igs Million Bond City of Santa Monica (CA), Measure V, Clean Beaches and Ocean parcel Tax City of San Jose (CA), Measure S, Library parcel Tax Palm Drive Health Care District (CA), Hospital parcel Tax, Measure W East Bay Regional park District (CA), park District parcel Tax Measure CC City of San Francisco (CA), Road Repaving And Street Safety Bond, proposition B City of San Francisco (CA), Earthquake Safety And & Emergency Response Bond, Measure B City of San Francisco (CA), General Hospital & Trauma Center Earthquake Safety Bond, Measure A Santa Clara County (CA), Hospitat Seismic Safety & Medical Facility Bond, Measure A City of Palo Alto (CA), Measure N, Library Facitities Bond Twin Cities (CA), Measure E, public Safety/ 91 1 Response Bond, City of cilroy (CA), Measure F, New Library Buitding Bond City of San Juan Capistrano (CA), Open Space, Natural Areas & Clean Water Protection & preservation, Measure y City of Martinez (CA), Safety lmprovement Bond, Measure H Siena Kings Heatth Care District (CA), Continuing Repair, lmprovement and Emergency Care, Measure E Palomar Pomerado Health Care Oistrict (CA), Hospital Bond, Measure BB SUCCESSFUL TAx & BoND FINANCING MEASURES, CoNTTINUED City of Los Angeles (CA), Storm OrainMater Clean-up Measure O City of Escondido (CA), Public Safety Bond, Proposition P City of La Mesa (CA), Public Safety Bond Measure D TRANStENT OccuPA\cY TAx MDAsuRf,s City of Glendale (CA), Measure O City of Palo Alto (CA), Measure B City of lndio (CA), Vital City Services Measure, Measure O City of Carpinteria (CA), Transient Occupancy Tax, Measure E North Lake Tahoe (CA), Transient Occupancy Tax, Measure F City of Riverside (CA), Transient Occupancy Tax, Measure V City of Kingsburg (CA), Transient Occupancy Tax, Measure A City of Big Bear Lake (CA), Transient Occupancy Tax, Measure Y City of Sunnyvale (CA), Transient Occupancy Tax, Measure E OTHER FtNANCTNG MEASURES: City of Berkeley (CA), Measure D City of Santa Ana (CA), Measure BB 'liok lo 12o/o lnqease 12Yo lo 1 4o/o lnclrease 10% to 13% lncrease 10% to 12% lncrease Existing Tax Renewal 1 1% lo 13% lncrease 8% to 12% lncrease 6% to 8% lncrease 8.5% to 9.5% lncrease 'l cenuounce Sugar-Sweetened Beverage Tax 5ok-1lyo fax on Marijuana Sales 10% Reduced Tax Property Transfer Tax % Cent per banel increase oil production tax Business License Tax $500 Million Bond November 2004 684.35 Million Bond November 2004 $25 Million Bond March 2004 April 2015 November 2014 November 2014 November 2012 June 2012 November 2010 November 2008 November 2008 November 2005 November 2014 November 20'14 November 2012 November 2010 November 2010 November 2010 November 2010 November 2010 November 2008 November 2008 March 2008 May 2007 November 2005 City of San Francisco (CA), Gross Receipts Tax, Proposition E New Gross Receipts Tax City of Sacramento (CA), Marijuana Business Tax, Measure C 4% and 10% of Gross Receipts San Francisco County (CA), Real Property Transfer Tax, Proposition N Property Transfer Tax City of San Jos6 (CA), Cardroom Measure, Measure K lncrease Cardroom Tax Rate City of San Jose (CA), Marijuana Business Tax, Measure U Up to 10% of Gross Receipts Santa Clara Valley Transportation Authority (CA), Measure B Traffic Congestion Relief & Road lmprovement $10 Vehicle Regislration Fee lncrease City of San Francisco (CA), Financing Pier 70 Waterfront District, Measure D City provided Funds City of San Jose (CA), Telephone Tax, Measure J City of Alameda (CA), Real Property Transaction Tax City of Long Beach (CA), Measure H City of Sunnyvale (CA), Measure D