Goleta City Council
January 18, 2022

Agenda Item B.6

CPMS CONSENT CALENDAR
Meeting Date: January 18, 2022

TO: Mayor and Councilmembers

FROM: Kristy Schmidt, Assistant City Manager
Ryan Kintz, Assistant to the City Manager

SUBJECT: Public Opinion Polling Results, Props and Measures Community Outreach Contract Amendment and Potential Revenue Enhancement Measure Next Steps

RECOMMENDATIONS:

A. Approve a budget a ppropriation of $40,000 from the General Fund unassign ed fund balance to professional services in the Fiscal Year 2021 -22 City Manager budget for a Revenue Enhancement Opportunities Analysis; and

B. Approve and authorize the City Manager to execute Amendment No. 1 to Agreement 2021-047 for Professional Services with Props and Measures for professional outreach and public relation services increasing the contract amount by $ 31,000 for a new total not-to-exceed amount of $76,000.

BACKGROUND:

The City Council has long recognized that in order to meet its current and future infrastructure needs and the goals of the community, the City will need to establish a significant additional source of ongoing funding. For the past several years, t he City of Goleta’s adopted Strategic Plan has contained objectives to pursue additional revenue sources. The current 2021-2023 Strategic Plan contains the following objective:

 Strategic Goal: Enhance revenue by seeking grants and implementing financing strategies that strengthen the City's budget

 Objective: Explo re a possible transaction and use (sales) tax measure and evaluate other revenue options to support the future sustainability of the City's budget

This direction is also reflected in the Fiscal Year 2021/22 Work Program for both the City Manager’s Office and the Finance Department.

In early Fiscal Year 2020 -2021, following the direction of the City Council and the 2019/20-2020/21 Strategic Plan, staff began to explore a potential sales tax measure for 1 Meeting Date: January 18, 2022

the November 2020 ballot. Fairbank, Maslin, Maullin, M etz & Associates, Inc. (FM3) was hired to conduct a February 2020 polling and public opinion research survey related to a possible November 2020 sales tax measure.

At the May 5, 2020 meeting, Council received a presentation from staff and FM3 Research o n the results of the February 2020 polling. As shown in that presentation, before the COVID -19 crisis reached a critical point, the polling indicated voter support for a new 1% sales tax to address various identified community priorities and unmet needs. At this meeting, the City Council authorized FM3 to perform updated polling in response to both emerging new needs of the community and potential changes to the sentiments of voters brought on by the COVID-19 pandemic.

On June 16, 2020, Council received another presentation from FM3 on the results of the May 2020 second round of polling and public opinion research . Notably, the r esults of this polling show ed increased support for a sales tax measure, compared to the February 2020 polling , making a November 2020 1% sales tax measure still a statistically viable endeavor for the City. Following this presentation, Council directed staff to gather the Council’s input and return to City Council on July 7, 2020, with an ordinance to place a Sales Tax Measure on t he ballot for the November 3, 2020 General Election.

On July 7, 2020, staff presented the City Council with a draft ordinance to place a local sales tax measure on the ballot for the November 3, 2020, General Election. The proposed measure asked whether t he City should adopt a local 1%, or one cent (1¢) per dollar, Transactions and Use Tax (sales tax). The vote to place the measure on the ballot required a two thirds supermajority of the City Council (i.e., four of five Councilmembers), while the vote requ ired for the measure to pass by the voters was a simple majority (50%+1) of the votes cast.

The proposed ballot question for the possible November 2020 ballot measure read as follows:

“To maintain City of Goleta services, to address public health emer gencies and natural disasters, support public safety and 911 response, clean and maintain public areas, retain local businesses and jobs, maintain open spaces, repair streets, address homelessness and provide other general City services, shall a measure be adopted establishing a 1¢ sales tax providing approximately $7,000,000 annually until ended by voters, requiring annual independent audits with all funds staying in Goleta?”

A supermajority vote of Council (four out of five Councilmembers) was required to place the measure on the ballot; however, the 3 -2 vote did not achieve the required supermajority and the sales tax measure was not approved. Councilmembers voting against a 2020 sales tax measure indicated that it was not the need for the sales tax, but the timing of the measure during the pandemic, that influenced their decision.

2 Meeting Date: January 18, 2022

In early F iscal Year 2022, following the direction of the 2021 -2023 Strategic Plan and Council direction received at the December 10, 2020 workshop on the City’s long -range financial forecast, staff began to explore new revenue sources to help maintain current service levels and programs and recover from the ongoing impacts of the COVID -19 pandemic, while also meeting the demand of the City’s growing infrastructure maintenance and improvement needs. As part of this work effort, o n September 21, 2021, the City Council authorized the City Manager to execute a professional services agreement with FM3 R esearch, Inc. in the amount not -to-exceed $56,300, for polling and public opinion research services related to a potential November 2022 sales tax or other revenue measure, with a term beginning October 1, 2021 and expiring December 31, 2022. This contract included funds for the November 2021 public opinion poll and an optional April/May 2022 tracking poll. The polling results /presentation from the November 2021 polling are provided in Attachment 1.

DISCUSSION:

The purpose of this report is the following:

 Summarize the November 2021 polling results.
 Update the Council on staff’s efforts on both the unfunded/CIP needs and the different revenue enhancement option information that Council has requested.  Request authorization for funding for the HdL contract to conduct a Revenue Enhancement Opportunities Analysis.
 Request authorization to amend the contract with the City’s public relations and outreach consultant, Props and Measures , for an extensive public outreach and community engagement campaign.
 Prepare Council for the next decision point in May or early June 2022 about whether to place a revenue measure on the November ballot, and if so, what sort of measure it will be.

Results of November 2021 Polling

FM3 Research was contracted to conduct a third Resident Budget and Priority Baseline Survey for the City of Goleta in November of 2021. The survey consisted of 420 Goleta registered voters who are likely to vote in the November 202 2 General Election which provides a representative and statistically reliable sample of Goleta’s population. Names and contact information of respondents were pulled from the public voter profile available at the County Registrar of Voters. The survey was administered in two different modes: 1) online through email invitati on; and 2) telephone, both landline and cellular. The survey took approximately 20 minutes for respondents to complete and was offered in English and Spanish.

FM3’s presentation that details the results of the public opinion survey is provided as Attachment 1. The survey questions are available in Attachment 2. Staff plan to ask FM3 to make a thorough oral presentation to Council about the polling results later this spring, in conjunction with additional information about capital needs and other 3 Meeting Date: January 18, 2022

revenue enhancement options, but staff want to highlight a few key takeaways now.

According to FM3, the results of the November 2021 survey show that a sales tax measure still has the potential to be supported by the City of Goleta voters, as shown in Figure 1 below. FM3’s polling results from all the past three surveys also show the following:

 A majority of Goleta voters think things in the City are heading in the right direction and have favorable opinions about the Goleta City Governme nt and the City Council.
 A majority of Goleta voters continue to support the establishment of a 1% sales tax.
 After receiving education on the needs of the City that a measure would address, respondents increase their support of the measure.
 After receiving critical statements against the concept of a sales tax measure, respondents’ support of the measure does not change significantly.

Figure 1: Survey Tracking Results

FM3 points out that the more voters know about the City’s needs and how additional revenue might benefit the community, the more likely they are to support a revenue measure, which demonstrates the value of a good public education campaign.

As mentioned a bove, respondents were asked numerous questions to help the City understand community priorities for the use of the funds that might be raised by a ballot measure. Helping prevent brush fires caused by illegal encampments, protecting 4 Meeting Date: January 18, 2022

creeks and coastal wat ers from pollution, and supporting public safety response are among the potential uses of the funds considered extremely/very important by the most voters (70% or more ). Other priorities were identified that were also extremely/very important to a majority of voters. Educational statements about the City’s aging infrastructure, homelessness, accountability provisions associated with the measure, and the condition of streets were the top reasons that voters indicated they would be more likely to support a measure. FM3 will provide more information about this to Council when they return for a comprehensive presentation, and in the meantime this information will help staff in focusing and refining its ongoing public education and outreach campaign.

One key difference in the November 2021 survey was the inclusion of questions testing several alternative revenue enhancement mechanisms. The results of these survey questions suggest that voters continue to support a 1% sales tax over an alternative measure. However, in order to get a better understanding of the community’s support of each alternative revenue enhancement mechanism significant further polling research would be needed. Staff will be conducting a Revenue Enhancement Opportunities Analysis and presenting more information about alternative revenue enhancement options to Council for further discussion in the spring.

FM3’s contract i ncludes a follow -up tracking survey. This survey is optional and would be conducted sometime in April or May of 2022 if the City Council deems it necessary.

Next Step: Unmet Capital Needs and Revenue Enhancement Opportunities Analysis

The City of Goleta continues to grow and mature, and it is an exciting time for Goleta and its residents as the City prepares to celebrate its 20th anniversary this February.

With this growth comes additional funding needs and public expectation for investment in the community. The City has long -term capital needs with recent estimates identifying a $108.5 million funding shortfall. Additional funding is needed to repair streets and highways, such as repaving Cathedral Oaks, repair sidewalks and public infrastructure such as the pedestrian bridge at Lake Los Carneros and to rehabilitate the Goleta Community Center. Limitation on revenues caused by the Revenue Neutrality Agreement with the County of Santa Barbara , w hich annually and permanently diverts 30% of the City’s sales tax revenue and 50% of the City’s property tax revenue that would otherwise be available for City services , and the loss of the Redevelopment funding in 2011, which seriously impacted available funding for community capital improvements, particularl y in Old Town , have hindered the City’s ability to complete capital projects and perform ongoing maintenance of the City’s assets. Despite these budget shortfalls, Council and staff have been extremely resourceful in meeting the City’s needs through aggressively pursuing grants and other sources of one-time funding and creatively managing the City’s budget. However, what is really needed is a comprehensive and current inventory of community capital needs and a predictable and reliable source of funding to address those needs.

To better understand and plan for the City’s unmet needs, staff has hired Urban 5 Meeting Date: January 18, 2022

Futures, a financial advisory services firm serving municipal agencies , to draft a CIP and Capital Maintenance Plan . This plan will help guide priori ty spending and identify the funding mechanisms needed to complete and maintain the City's infrastructure.

Staff anticipates bringing this plan to the Finance Committee in February 2022, and then discussing it with the City Council at a later workshop.

In addition, staff is currently working with its tax revenue consultants, HdL Companies, who will be conducting a study on other revenue enhancement options (Revenue Enhancement Opportunities Analysis ). This includes evaluating a utility users tax, business license tax, parcel tax, increasing the current transient occupancy tax, and property transfer tax. The study will include evaluating the pros and cons, the feasibility, equity, revenue potential, collectability, economic efficiency, politic al feasibility, and transparency of several revenue enhancement mechanisms .

Additionally, this study will compare these alternative revenue enhancement mechanisms with the add-on sales tax option and will provide data driven justification for the taxes. Staff is expecting to return to the City Council in March with this consultant led analysis. HdL has also completed an analysis of the City’s Cannabis Tax and potential adjustments to tax rates that will also be presented to Council with the information about other revenue enhancement options.

The CIP and Capital Maintenance Plan , the Revenue Enhancement Opportunities Analysis and the Cannabis Tax Analysis will provide valuable information and data to allow the City Council to better analyze the circumstances that will drive the path forward for determining the most appropriate revenue generation method for the City of Goleta. The Council will have the opportunity to decide whether to pursue a revenue enhancement option (or options) in June of 2022, and these analyses will provide the information needed to determine which option is most appropriate for the City of Goleta.

Next Step: Public Outreach Campaign and Future Polling

FM3 and staff recommend that the C ity conduct a public outreach education and engagement campaign regarding financial needs of the City to educate residents about the long -term funding needs and gather the community’s opinions regarding the potential uses of the funds raised from any future revenue enhancement mechanism and answer any questions that arise . The information about funding needs is important for the public to have, even if a measure is ultimately not included on the ballot in November 2022. Such communication would be consistent with the City of Goleta’s ongoing and active communication and engagement efforts with the public.

Staff are recommending that the needed public outreach education and engagement campaign be performed by Props and Measures, in close coordination with the City’s Community Relations staff . Staff have been working with Props and Measures since June of 2021 under a $45,000 City Manager approved contract on outreach and education projects including but not limited to th e City’s 20 th Anniversary Celebration, press releases, the Monthly Monarch Press, stakeholder engagement and other public 6 Meeting Date: January 18, 2022

relations projects. Staff recommend the City Council a pprove and authorize the City Manager to execute Amendment No. 1 to Agreement 20 21-047 with Props and Measures for professional outreach and public relation services increasing the contract amount by $31,000 for a new total not -to-exceed amount of $ 76,000 (Attachment 3).

The original contract with Props and Measures is provided in Attachment 4.

If the contract amendment is approved, Props and Mea sures would continue to assist the City in the outreach campaign by implementing their outreach plan and developing community feedback opportunities to allow community members to provide input on what services are most important to them now . In addition, Props and Measures will continue to review the City’s existing outreach channels and make recommendations to enhance this outreach to reach a broader demographic and perform regular stakeholder identification and communication. The FM3 polling survey provided statistically significant data that a sales tax measure is viable, however, the next step includes creating a dialogue with Goleta’s electorate to provide education on the City’s needs but also to collect their input on how best to address the needs of the community and to develop robust conversations with other stakeholder groups not gathered in the FM3 survey.

Below is a tentative revenue enhancement/public outreach project timeline and next steps.

Next Steps/Timeline

As discussed above, staff understands the City Council requires additional information regarding the City’s needs and revenue generation options to decide on how to proceed with a revenue enhancement mechanism . The tentative timeline below shows the steps needed to get to that decision and the deadlines required to place a revenue measure on the November 2022 ballot.

January 2022
 City Council Meeting/FM3 polling results provided to the City Council  Continue Stakeholder Outreach
 Draft 1st Mailer with Tear Off Survey

February 2022
 Begin Public Outreach (Email Blast and Press Release re: Web Page, Online Public Feedback Survey)
 Begin drafting resolution, revenue measure and 75-word ballot question  20th Anniversary event
 Send 1st Mailer to registered voters

 Continue implementing Communications Plan
 Continue Stakeholder Outreach

7 Meeting Date: January 18, 2022

March 2022
 Analyze public feedback from stakeholders and online poll  City Workshop(s) on CIP and Capital Maintenance Funding Plan, Revenue Enhancement Measures and Cannabis Tax Rates
 Draft Final Tracking Poll (FM3)
 Present FM3 November 2021 polling results to the City Council  Continue implementing Communications Plan
 Continue Stakeholder Outreach

April 2022
 Send 2nd Mailer: Community Priorities (survey results)  Conduct Optional Final Tracking Poll (April/May)
 Continue implementing Communications Plan
 Continue Stakeholder Outreach
 State of the City Event

May 2022
 Present Optional 2nd Poll Results to Council
 Finish Stakeholder Outreach
 Finalize internal draft of resolution and ballot question

June/July 2022
 June 7th Council Meeting: Council adopts resolution to place a measure on Nov. 8, 2022 ballot
 July 19, 2020: Last possible meeting for Council to take action on ballot measure in order for the City Clerk to meet election-related deadlines  Send 3rd “Notice to Voters” Mailer
 Update City website with ballot measure information
 After measure qualified for ballot, provide limited accurate and objective context and facts about a ballot measure to voters (This effort will not include the use of City resources to support or oppose the approval or rejection of ballot measure)

July to November 2022
 Provide limited accurate and objective context and facts abo ut a ballot measure to voters (This effort will not include the use of City resources to s upport or oppose the approval or rejection of ballot measure)
 November 3, 2022 – Election Day

FISCAL IMPACTS:

The City Manager’s budget for Fiscal Year (FY) 2021 -2022 currently includes $31,000 for the public outreach campaign services, in the professional services account number 101-10-1200-51200. If Council approves the recommended amendment with Props and Measures, the total compensation will not exceed $76,000 to provide for the public outreach services described in this report.
8 Meeting Date: January 18, 2022

An additional appropriation of $40,000 is needed for professional services in the FY 2021-22 City Manager budget to cover the cost o f the HdL Revenue Enhancement Opportunities Analysis.

ALTERNATIVES:

City Council could choose not to proceed with the staff recommendation or choose a different consultant to perform the outreach campaign. Council could also choose not to move forward with this outreach. However, given the financial needs of the City and the need for a dialogue between the City and its residents not approving the contract amendment with Props and Measures could significant ly reduce the City’s opportunity to create a dialogue with the community and develop a strong education campaign on the City’s financial needs and understanding the community’s needs.

Reviewed By: Legal Review By: Approved By:

___________________ ___________________ _________________ Kristine Schmidt Megan Garibaldi Michelle Greene
Assistant City Manager City Attorney City Manager

ATTACHMENTS:

1. FM3 Polling Presentation

2. Polling Questions

3. Amendment No. 1 Props and Measures

4. Agreement No. 2021 -047 Professional Outreach Services with Props and Measures

9 ATTACHMENT 1

FM3 Polling Presentation
10 City of Goleta 2021
Community Priorities/
Budget Survey
220-6173
11 2
Survey Specifics and Methodology
Dates November 10-22, 2021
Survey Type Dual-mode Voter Survey
Research Population City of Goleta Voters likely to vote in November 2022 Total Interviews 420
Margin of Sampling Error ±4.9% at the 95% Confidence Level for Full Sample ±6.9% at the 95% Confidence Level for Half Sample
Contact Methods
Data Collection Modes
Languages Survey was available in English and Spanish
Tracking Information February and May 2020
(Note: Not All Results Will Sum to 100% Due to Rounding) Telephone
Calls
Email
Invitations
Telephone
Interviews
Online
Interviews
12 3
Mood of the
Electorate
13 4
Q.

Right
Direction
57%
Wrong
Track
21%
Unsure
22%
February 2020
Right
Direction
60%
Wrong
Track
18%
Unsure
22%
A majority continue to have favorable
perceptions of the direction of the City.

Right
Direction
55%
Wrong
Track
23%
Unsure
22%
May 2020 November 2021
Would you say that things in the City of Goleta are generally headed in the right direction or do you feel that things are off on the wrong track? 14 5
Overall favorable views of Goleta City government
and Council have persisted; nearly six-in-ten have
a favorable opinion of City government overall,
and half have favorable opinions of the Council.

Q. I am now going to mention some organizations that are active in the Goleta community. Please tell me if you have an overall favorable or unfavorable opinion of that organization. If you have never heard of the organization, or don’t know enough about it to have an opinion, you can tell me that too. 12%
18%
13%
15%
46%
41%
37%
34%
12%
10%
13%
15%
5%
26%
28%
32%
32%
November 2021
February 2020
November 2021
February 2020
Very Fav. Smwt. Fav. Smwt. Unfav. Very Unfav. Never Heard of/Can't Rate Total Fav.

Total
Unfav.
58% 16%
59% 14%
50% 18%
49% 19%
The City of
Goleta City
Government
overall
The Goleta
City Council
15 6
Q. In your personal opinion, do you think the City of Goleta has a great need for additional funding, some need, a little need or no real need for additional funds to provide the level of City services that Goleta residents need and want? 21%
37%
11%
15%
16%
Great need
Some need
A little need
No real need
Don’t know
24%
39%
11%
14%
12%
Great/
Some Need
62%
A Little/No
Real Need
25%
Great/
Some Need
58%
A Little/No
Real Need
26%
Similar to 2020 results, roughly six-in-ten
perceive at least some need for additional funds
to provide the level of City services Goleta
residents need and want.

February 2020 May 2020 November 2021
26%
37%
9%
12%
16%
Great/
Some Need
63%
A Little/No
Real Need
21%
16 7
Potential
Sales Tax Measure
17 8
Ballot Measure Summary
Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? To maintain Goleta’s long-term financial stability with locally controlled funding; prepare for and recover from public health emergencies and natural disasters; support public safety and 911 response; keep public areas and parks clean and safe; retain local businesses and jobs; protect creeks and coastal waters from pollution; maintain open spaces; repair streets and potholes, address homelessness and other general services ; shall a measure be adopted establishing a 1¢ sales tax providing approximately $9,000,000 annually until ended by voters, requiring public spending disclosure, independent audits? 18 9
33%
27%
5%
2%
6%
23%
4%
Definitely yes
Probably yes
Undecided, lean yes
Undecided, lean no
Probably no
Definitely no
Undecided
Total
Yes
65%
Total
No
31%
Six-in-ten initially would vote yes
on the measure, with one-third having said
Definitely yes.

Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? 60%
19 10
75% 78%
63% 61%
23% 20%
34% 35%
3% 2% 3% 4%
<$50,000 $50,000-$75,000 $75,000-$100,000 $100,000+
Total Yes Total No Undecided
All household income groupings
support the measure.

Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? (% of
Sample)
Initial Vote on a 1¢ Sales Tax by Household Income
(16%) (16%) (35%)(22%)
20 11
83%
73%
41%
55%
16%
24%
53%
32%
1% 3% 6%
13%
Great Need Some Need A Little/No Real Need Don't Know
Total Yes Total No Undecided
The more one perceives the City needs
additional funding, the more likely they are
to vote yes on the measure.

Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? (% of
Sample) (24%) (39%) (12%)
Initial Vote on a 1¢ Sales Tax by Perceived City’s Need for Additional Funding (25%)
21 12
Budget Priorities
22 13
Ext./Very
Impt.
73%
71%
71%
71%
71%
70%
70%
70%
Helping prevent brush fires caused by illegal
encampments, protecting creeks and coastal waters
from pollution, and supporting public safety response are among the potential uses of the funds considered
extremely/very important by seven in ten voters or more.

Q. I am now going to read you a list of possible uses for the funds that might be included in this local ballot measure. Regardless of how you feel about this measure, please tell me how important it is to you personally that each use of funds is included in the measure: extremely important, very important, somewhat important, or not too important. ^Not Part of Split Sample 37%
36%
33%
32%
28%
34%
31%
30%
36%
35%
38%
38%
43%
36%
39%
40%
19%
20%
19%
23%
22%
23%
25%
22%
8%
9%
10%
7%
8%
7%
5%
8%
Helping prevent brush fires caused
by illegal encampments
Protecting creeks and coastal waters
from pollution
Supporting public safety, and
911 response
Preventing pollution from entering
local creeks and coastal waters
Keeping public areas clean and safe
Protecting public health and safety
Increasing the use of recycled water
to irrigate parks and fields
^Repairing streets and potholes
Ext. Impt. Very Impt. Smwt. Impt. Not Too Impt./Don't Know (Ranked by Extremely/Very Important)
23 14
Ext./Very
Impt.
69%
67%
67%
67%
66%
66%
65%
64%
Continued
Q. I am now going to read you a list of possible uses for the funds that might be included in this local ballot measure. Regardless of how you feel about this measure, please tell me how important it is to you personally that each use of funds is included in the measure: extremely important, very important, somewhat important, or not too important. ^Not Part of Split Sample 29%
32%
31%
23%
35%
27%
25%
37%
40%
35%
36%
44%
31%
39%
40%
26%
24%
23%
20%
28%
20%
23%
26%
25%
7%
11%
12%
14%
12%
10%
11%
Retaining and attracting local
businesses and jobs
Maintaining open spaces and
natural areas
Retaining local businesses and jobs
Keeping parks clean and safe
Maintaining open space
^Protecting Goleta’s long-term
financial stability
Addressing homelessness
Ext. Impt. Very Impt. Smwt. Impt. Not Too Impt./Don't Know Helping address mental health
and addiction challenges
among individuals
experiencing homelessness
(Ranked by Extremely/Very Important)
24 15
Impacts of
Statements
25 16
Educational statements about the City’s aging infrastructure, homelessness, accountability provisions associated with the measure, and the condition of streets are top reasons
to vote in support of the measure.

Q. I am going to read you some statements from people who may support this potential Goleta ballot measure. Please tell me if this makes you more inclined to vote Yes on this measure. ^Not Part of Split Sample
30%
33%
33%
40%
36%
34%
70%
68%
67%
Much More Incl. Smwt. More Incl.
(INFRASTRUCTURE) When the City of Goleta was incorporated 20 years ago, it inherited many old buildings from the County, including an aging library and a now 94-year-old community center.

This measure helps upgrade aging local infrastructure by earthquake retrofitting structurally unsafe buildings and removing mold and asbestos; repairing deteriorating gas and electrical lines, and plumbing, to ensure our buildings remain safe.
(HOMELESS) There are over 100 individuals experiencing
homelessness in Goleta. This measure helps address homelessness and supports those who are at risk of becoming homeless by connecting them with available non-profit and regional organizations providing emergency shelter, food services, and treatment for mental health and addiction. This will also help keep our neighborhoods, business districts, parks and other public areas clean and safe for everyone.
^(ACCOUNTABILITY) This measure includes tough accountability provisions such as public disclosure of all spending, annual independent financial audits and local control of all funds. These fiscal safeguards will also ensure that funds from this measure will be used efficiently, effectively and as promised.
(Ranked by Total More Inclined to Vote Yes)
26 17
Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? Initial Vote After Educational
Statements
33%
27%
5%
2%
6%
23%
4%
41%
26%
4%
1%
6%
19%
3%
Definitely yes
Probably yes
Undecided, lean yes
Undecided, lean no
Probably no
Definitely no
Undecided
Total
Yes
65%
Total
No
31%
Total
Yes
71%
Total
No
26%
60% 67%
After education, overall support moves to two-thirds,
with those saying they would definitely vote yes
increasing seven percentage points, from 33 to 41
percent.
27 18
Definitely yes
Probably yes
Undecided, lean yes
Undecided, lean no
Probably no
Definitely no
Undecided
33%
27%
5%
2%
6%
23%
4%
Total
Yes
65%
Total
No
31%
60%
Initial Vote After Critical
Statements
After Educational
Statements
41%
26%
4%
1%
6%
19%
3%
Total
Yes
71%
Total
No
26%
34%
26%
5%
1%
8%
21%
4%
Total
Yes
66%
Total
No
30%
67% 60%
Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? After hearing all information, slightly less than
two-thirds support the measure, above the required
threshold and the margin of error, with slightly more than one-third having said they would “definitely vote yes.” 28 19
Q. Based on this description, would you vote yes in favor of the measure or no to oppose it? 61% 66%
59%
68% 73% 68% 65%
71% 66%
36%
30%
36%
28% 24% 27% 31% 26% 30%
3% 4% 5% 4% 3% 5% 4% 3% 4%
Initial
Vote
After
Educational
Statements
After
Critical
Statements
Initial
Vote
After
Educational
Statements
After
Critical
Statements
Initial
Vote
After
Educational
Statements
After
Critical
Statements
Total Yes
Total No
Undecided
Vote Progression: February 2020 vs.

May 2020 vs. November 2021
Difference +25% +36% +23% +40% +49% +41% +34% +45% +36% February 2020 May 2020 November 2021
29 20
One-Cent Sales Tax
vs. Alternative Taxes
30 21
A one-cent sales tax is the preferred revenue
mechanism over all alternatives, including a
transient occupancy tax, when it is explained.

Q. As you may know, the City of Goleta could also consider different tax options to provide some funding for the kinds of services that are mentioned in the ballot measure you have been considering. I am now going to mention some of the other options the City of Goleta could consider instead of the one-cent sales tax we have been discussing. Please tell me whether you would be more likely to vote yes on the initial one-cent sales tax to raise $9 million for City services we have been discussing, or more likely to vote yes on the alternative option I mention. If you would not vote yes on either one, you can tell me that instead. And to be clear, only one of these options would appear on the ballot, if any. Not Part of Split Sample 52%
45%
43%
42%
35%
27%
29%
25%
9%
21%
21%
26%
5%
7%
7%
7%
A 6% tax on utilities including gas, water,
electricity and telecommunications,
generating $4 million per year
A $260 parcel tax on homes and businesses
generating $2.5 million per year
A tax on businesses, based on the number of
employees or square footage, generating
$2 million per year
A tax on businesses, based on gross income,
generating $2 million per year
Yes on Initial 1¢ Neither Yes on This Alt. Tax Don't Know 31 22
Q. As you may know, the City of Goleta could also consider different tax options to provide some funding for the kinds of services that are mentioned in the ballot measure you have been considering. I am now going to mention some of the other options the City of Goleta could consider instead of the one-cent sales tax we have been discussing. Please tell me whether you would be more likely to vote yes on the initial one-cent sales tax to raise $9 million for City services we have been discussing, or more likely to vote yes on the alternative option I mention. If you would not vote yes on either one, you can tell me that instead. And to be clear, only one of these options would appear on the ballot, if any. Split Sample 40%
35%
26%
20%
29%
38%
5%
7%
Yes on Initial 1¢ Neither Yes on This Alt. Tax Don't Know A 3% increase, from 12% to 15%, to the
tax paid by guests of hotels, motels,
vacation rentals and other lodging,
generating $3 million per year, resulting
in the City of Goleta having the highest
Transient Occupancy Tax, also known as
the “bed-tax,” in the area
A 3% increase, from 12% to 15%, to the
tax paid by guests of hotels, motels,
vacation rentals and other lodging,
generating $3 million per year
Continued
32 23
Conclusions
33 24
Conclusions
• A one-cent general purpose sales tax measure appears
viable at this time.
• After education, overall support increases to two-thirds, with at least four-in-ten having said they would definitely vote yes after learning more.
• Level of support after all information is more similar to May of 2020 than February 2020. However, across all
three surveys, each time the measure was asked about it received a majority of support – above the margin of error. • No alternative taxing mechanism is preferred over a
one-cent sales tax.
34 City of Goleta 2021
Community Priorities/
Budget Survey
220-6173
35 ATTACHMENT 2

FM3 Survey Questions
36 November 8, 2021

CITY OF GOLETA 2021 COMMUNITY PRIORITIES/

BUDGET SURVEY
220-6173

A/B SPLITS

FINAL DRAFT
CONSULTANT WORKING DRAFT. NOT FOR PUBLICATION.

CA GOV’T CODE 6254.

Hello, I’m calling from _________, a public opinion research company. (IF RESPONDENT REPLIES IN

SPANISH, FOLLOW THE ESTABLISHED PROCEDURE FOR HANDING OFF TO AN INTERVIEWER WHO SPEAKS SPANISH.) I am not trying to sell you anything or ask for a donation of any kind. We are conducting a public opinion survey about issues that may concern residents of the City of Goleta (go-LEE-ta). May I speak with _________? (MUST SPEAK WITH VOTER LISTED. VERIFY VOTER LIVES AT THE ADDRESS LISTED -- OTHERWISE TERMINATE.)

A. Before we begin, I need to know if I have reached you on a cell phone, and if so, are you in a place where you can talk safely without endangering yourself or others?

Yes, cell and can talk safely ------------------------------------------------------ 1 Yes, cell but cannot talk safely ---------------------------------- TERMINATE No, not on cell ---------------------------------------------------------------------- 2 (DON’T READ) DK/NA/REFUSED-------------------------- TERMINATE

1. (T) Ok, let’s begin. Would you say that things in the City of Goleta (go-LEE-ta) are generally headed in the right direction or do you feel that things are off on the wrong track?

Right direction ---------------------------------------------------------------------- 1 Wrong track ------------------------------------------------------------------------- 2 (DON’T READ) DK/NA/REFUSED------------------------------------------- 3

2. I am now going to mention some organizations that are active in the Goleta (go -LEE-ta) community.

After hearing each one, please tell me if you have an overall favorable or unfavorable opinion of that organization. If you have never heard of the organization, or don’t know enough about it to have an opinion, you can tell me that too. (IF FAVORABLE/UNFAVORABLE, ASK: “Is that very FAVORABLE/UNFAVORABLE or just somewhat?”) (DO NOT ROTATE)

VERY SMWT SMWT VERY NEVER CAN’T

FAV FAV UNFAV UNFAV HEARD OF RATE
a. (T) The City of Goleta (go-
LEE-ta) City Government
overall ------------------------------------- 1 ----------- 2 ----------- 3 ----------- 4 ------------- 5 ------------- 6 b. (T)The Goleta (go-LEE-ta)
City Council ------------------------------ 1 ----------- 2 ----------- 3 ----------- 4 ------------- 5 ------------- 6

3. (T) Now, in your personal opinion, do you think the City of Goleta (go-LEE-ta) has a great need for additional funding, some need, a little need or no real need for additional funds to provide the level of City services that Goleta (go-LEE-ta) residents need and want?

37 FM3 RESEARCH 220-6173 F PAGE 2

Great need --------------------------------------- 1
Some need --------------------------------------- 2
A little need ------------------------------------- 3
No real need ------------------------------------ 4
(DON’T READ) DK/NA -------------------- 5

4. I’d now like to ask you about a potential local measure which may appear on an upcoming City of Goleta (go-LEE-ta) ballot, which may read as follows:

To maintain Goleta’s (go- LEE-ta’s) long-term financial stability with locally controlled funding; prepare for/recover from public health emergencies/natural dis asters; support public safety/9-1-1 response; keep public areas/parks clean/safe; retain local businesses/jobs; protect creeks/coastal waters from pollution; maintain open spaces; repair streets/potholes, address homelessness/other general services; shall a measure be adopted establishing a 1¢ ( one-cent) sales tax providing approximately $9,000,000 (nine million dollars) annually until ended by voters, requiring public spending disclosure, independent audits?

Based on this description, would you vote yes in favor of the measure or no to oppose it? (IF YES/NO, ASK: “Is that definitely or just probably YES/NO ?”) ( IF UNDECIDED, DON’T KNOW, NO ANSWER, ASK: “Do you lean toward voting yes or no?”)

Definitely yes ----------------------------------- 1
Probably yes ------------------------------------ 2
Undecided, lean yes --------------------------- 3
Undecided, lean no ---------------------------- 4
Probably no ------------------------------------- 5
Definitely no ------------------------------------ 6
(DON'T READ) DK/NA --------------------- 7

38 FM3 RESEARCH 220-6173 F PAGE 3

(RESUME ASKING ALL RESPONDENTS)

5. Next, I am now going to read you a list of possible uses for the funds that might be included in this local ballot measure. Regardless of how you feel about this measure, as I read each one, please tell me how important it is to you personally that each use of funds is included in the measure: extremely important, very important, somewhat important, or not too important. (RANDOMIZE)

NOT
EXT VERY S.W. TOO (DK/
IMP. IMP. IMP. IMP. NA)
(ASK ALL RESPONDENTS)
[ ]a. (T) Protecting Goleta’s (go-LEE-ta’s) long-term
financial stability ------------------------------------------------------ 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]b. (T) Repairing streets and potholes ---------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5

(ASK SPLIT SAMPLE A ONLY)
[ ]c. (T) Supporting Sheriff, and 9-1-1 response ----------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]d. (T) Preparing for and recovering from public health emergencies ------------------------------------------------------------ 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]e. (T) Keeping parks clean and safe ----------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]f. (PT) Retaining and attracting local businesses and jobs --------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]g. (PT) Preventing pollution from entering local creeks and coastal waters ---------------------------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]h. (PT) Maintaining open space ---------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]i. Helping address mental health and addiction challenges among individuals experiencing homelessness ------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]j. Helping prevent brush fires caused by illegal
encampments ----------------------------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]k. Protecting public health and safety --------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]l. (T) Increasing the use of recycled water to irrigate parks and fields ---------------------------------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]m. Maintaining affordable early childhood and childcare programs --------------------------------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]n. Increasing Goleta’s (go-LEE-ta’s) use of cleaner energy ------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]o. (T) Helping prevent crimes like thefts and burglaries ----------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]p. (T) Improving traffic safety ------------------------------------------ 1 -------- 2 --------- 3 --------- 4 -------- 5

(ASK SPLIT SAMPLE B ONLY)
[ ]q. (PT) Supporting public safety, and 9-1-1 response -------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]r. (T) Preparing for and recovering from public health emergencies and natural disasters ----------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]s. (T) Keeping public areas clean and safe --------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]t. (T) Retaining local businesses and jobs ---------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]u. Protecting creeks and coastal waters from pollution ------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]v. (PT) Maintaining open spaces and natural areas ----------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]w. (T) Addressing homelessness ---------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]x. Improving access to affordable housing for middle- and working-class families ------------------------------------------------ 1 -------- 2 --------- 3 --------- 4 -------- 5

NOT
EXT VERY S.W. TOO (DK/
IMP. IMP. IMP. IMP. NA)
39 FM3 RESEARCH 220-6173 F PAGE 4

(ASK SPLIT SAMPLE B ONLY CONTINUED)
[ ]y. (T) Maintaining youth and afterschool programs ----------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]z. Repairing deteriorating gas and electrical lines and plumbing at City buildings and parks ------------------------------ 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]aa. (T) Maintaining services for low-income seniors----------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]bb. (T) Maintaining local walking, hiking and biking trails --------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]cc. Helping address the local climate change impacts ---------------- 1 -------- 2 --------- 3 --------- 4 -------- 5 [ ]dd. Helping prevent property crime ------------------------------------- 1 -------- 2 --------- 3 --------- 4 -------- 5

(RESUME ASKING ALL RESPONDENTS)

6. Now, I am going to read you some statements from people who may support this potential Goleta (go- LEE-ta) ballot measure. After hearing each statement, please tell me if this makes you more inclined to vote Yes on this measure. If you do not believe the statement, or if it has no effect on your thinking one way or the other, please tell me that instead . (IF MORE INCLINED, ASK: Is that much more or just somewhat?) (RANDOMIZE) (DON’T READ LESS INCLINED OR DK/NA)

(DON’T
MUCH SMWT READ) (DON’T

MORE MORE LESS DON'T NO READ)
INCL. INCL. INCL. BELIEVE EFFECT DK/NA
(ASK ALL RESPONDENTS)
[ ]a. (PT) (ACCOUNTABILITY) This measure
includes tough accountability provisions such
as public disclosure of all spending, annual
independent financial audits and local control
of all funds. These fiscal safeguards will also
ensure that funds from this measure will be
used efficiently, effectively and as promised. --- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6 [ ]b. (PT) (OUT-OF-TOWNERS) Close to forty
percent of this sales tax will be paid by people
who do not live here in Goleta (go-LEE-ta).

This measure will capture millions of dollars
paid by visitors and commuters from Ventura
County, northern Santa Barbara County, Isla
Vista (EYE-lah Vih-stah) and the City of
Santa Barbara who visit Goleta (go-LEE-ta)
to work or shop so that they can contribute to
maintaining our high quality of life and local
public services. --------------------------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

40 FM3 RESEARCH 220-6173 F PAGE 5

(DON’T
MUCH SMWT READ) (DON’T

MORE MORE LESS DON'T NO READ)
INCL. INCL. INCL. BELIEVE EFFECT DK/NA
(ASK SPLIT SAMPLE A ONLY)
[ ]c. (LOCAL CONTROL-STATE) Goleta (go-
LEE-ta) has lost millions of dollars from State
take-aways. This measure requires that all
funds raised stay in Goleta (go-LEE-ta) for
the essential local services you rely on and not
a penny can be taken by Sacramento. ------------ 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6 [ ]d. (PT) (STREETS) The most recent independent
road engineers report rated two-thirds of Goleta
(go-LEE-ta)’s streets and roads as “fair,”
“poor,” or “failed.” It is time we fund these
essential street and pothole repairs before the
problem gets even worse and more expensive to
fix. ----------------------------------------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6 [ ]e. (CRIME) Last year, there were more than five
hundred reported thefts and burglaries, an
increase from the year before. This measure
will help provide the resources needed to
maintain and improve neighborhood and
business patrols, improve response times,
solve crimes and make our city safer. ------------ 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

(ASK SPLIT SAMPLE B ONLY)
[ ]f. (PT) (HOMELESS) There are over 100
individuals experiencing homelessness in
Goleta (go-LEE-ta). This measure helps
address homelessness and supports those who
are at risk of becoming homeless by
connecting them with available non-profit and
regional organizations providing emergency
shelter, food services, and treatment for mental
health and addiction. This will also help keep
our neighborhoods, business districts, parks
and other public areas clean and safe for
everyone. ---------------------------------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

41 FM3 RESEARCH 220-6173 F PAGE 6

(DON’T
MUCH SMWT READ) (DON’T

MORE MORE LESS DON'T NO READ)
INCL. INCL. INCL. BELIEVE EFFECT DK/NA
(ASK SPLIT SAMPLE B CONTINUED)
[ ]g. (PT) (INFRASTRUCTURE) When the City
of Goleta (go-LEE-ta) was incorporated
twenty years ago, it inherited many old
buildings from the County, including an aging
library and a now 94-year-old community
center. This measure helps upgrade aging local
infrastructure by earthquake retrofitting
structurally unsafe buildings and removing
mold and asbestos; repairing deteriorating gas
and electrical lines, and plumbing, to ensure
our buildings remain safe. -------------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6 [ ]h. (PT) (SMALL PRICE) Many of us live in
Goleta (go-LEE-ta) because of its small-town
character and high quality of life. This measure
is a small price to pay to ensure Goleta (go-
LEE-ta) continues to be a desirable, safe place
to live, do business and raise a family. ----------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

(RESUME ASKING ALL RESPONDENTS)

7. Now that you have heard more about it, let me ask you again about a potential local measure which may appear on an upcoming City of Goleta (go-LEE-ta) ballot, which may read as follows:

To maintain Goleta’s (go- LEE-ta’s) long-term financial stability with locally controlled funding; prepare for/recover from public health emergencies/natural disasters; support public safety/9 -1-1 response; keep public areas/parks clean/safe; retain local businesses/jobs; protect creeks/coastal waters from pollution; maintain open spaces; repair streets/potholes, address homelessness/other general services; shall a measure be adopted establishing a 1¢ ( one-cent) sales tax providing approximately $9,000,000 (nine million dollars) annually until ended by voters, requiring public spending disclosure, independent audits?

Based on this description, would you vote yes in favor of the measure or no to oppose it? (IF YES/NO, ASK: “Is that definitely or just probably?”) (IF UNDECIDED, ASK: “What are you leaning towards, voting YES, or voting NO?”)

Definitely yes ----------------------------------- 1
Probably yes ------------------------------------ 2
Undecided, lean yes --------------------------- 3
Undecided, lean no ---------------------------- 4
Probably no ------------------------------------- 5
Definitely no ------------------------------------ 6
(DON'T READ) DK/NA/Refused ---------- 7

42 FM3 RESEARCH 220-6173 F PAGE 7

8. I am now going to read some statements made by people who may oppose the proposed measure we have been discussing. After hearing each statement, please tell me if it makes you more inclined to vote no to oppose such a measure. If you do not believe the statement, or if it has no effect on your thinking one way or the other, please tell me that instead. (IF MORE INCLINED, ASK: Is that much more or just somewhat?) (RANDOMIZE) (DON’T READ LESS INCLINED OR DK/NA)

MUCH SMWT (DON’T
MORE MORE (LESS DON’T NO READ)

INCL INCL INCL) BEL EFFECT DK/NA
(ASK ALL RESPONDENTS)
[ ]a. (REGRESSIVE) The poor and middle
class spend a bigger percentage of their
income than the wealthy on the types of
goods subject to sales tax. The City should
find another type of tax that ensures
everyone pays their fair share, instead of
placing the burden on the shoulders of the
most financially vulnerable. ------------------------ 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

(ASK SPLIT SAMPLE A ONLY)
[ ]b. (PT) (HAVE THE FUNDS) The City of
Goleta just received $5 million (five
million dollars) from the Federal
Recovery Act, it has $10 million (ten
million dollars) in reserves, and it
routinely receives significant sales tax
revenue from Costco, Target, Home Depot
and other stores in the City. Simply put:

They don’t need the money. ----------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6 [ ]c. (COVID) Our region’s economy has not
yet bounced back from the challenges of
COVID-19. Many local businesses are
struggling to stay open, while many
residents are having trouble finding a job,
and paying their rent or mortgage. This is
not the time to increase taxes. --------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

(ASK SPLIT SAMPLE B ONLY)
[ ]d. (BLANK CHECK) There is nothing in
this ballot measure that requires any of the
money to be used for public safety services
or any of the other programs mentioned in
the description. Politicians can just use it to
fund pet projects. Vote no on this blank
check for City Hall. --------------------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

43 FM3 RESEARCH 220-6173 F PAGE 8

MUCH SMWT (DON’T
MORE MORE (LESS DON’T NO READ)

INCL INCL INCL) BEL EFFECT DK/NA
(ASK SPLIT SAMPLE B ONLY, CONT.)
[ ]e. (PT) (WASTE) The City’s real problems
are excessive salaries and pensions for
government employees, out-of-control
spending, and wasted tax dollars. We
cannot trust the City to spend our hard-
earned money wisely. ------------------------------- 1 --------- 2 ----------- 3 ---------- 4 ----------- 5 ---------- 6

(RESUME ASKING ALL RESPONDENTS)

9. Sometimes over the course of a survey people change their minds and others do not, so let me ask you one final time about a potential local measure which may appear on an upcoming City of Goleta (go - LEE-ta) ballot, which may read as follows:

To maintain Goleta’s (go- LEE-ta’s) long-term financial stability with locally controlled funding; prepare for/recover from public health emergencies/natural disasters; support public safety/9 -1-1 response; keep public areas/parks clean/safe; retain local businesses/jobs; protect creeks/coastal waters from pollution; maintain open spaces; repair streets/potholes, address homelessness/other general services; shall a measure be adopted establishing a 1¢ ( one-cent) sales tax providing approximately $9,000,000 (nine million dollars) annually until ended by voters, requiring public spending disclosure, independent audits?

Based on this description, would you vote yes in favor of the measure or no to oppose it? (IF YES/NO, ASK: “Is that definitely or just probably?”) (IF UNDECIDED, ASK: “What are you leaning towards, voting YES, or voting NO?”)

Definitely yes ----------------------------------- 1
Probably yes ------------------------------------ 2
Undecided, lean yes --------------------------- 3
Undecided, lean no ---------------------------- 4
Probably no ------------------------------------- 5
Definitely no ------------------------------------ 6
(DON'T READ) DK/NA/REFUSED ------ 7

44 FM3 RESEARCH 220-6173 F PAGE 9

10. Next, as you may know, the City of Goleta could also consider different tax options to provide some funding for the kinds of services that are mentioned in the ballot measure you have been considering. I am now going to mention some of the other options the City of Goleta (go -LEE-ta) could consider instead of the one -cent sales tax we have been discussing. After each option I mention, please tell me whether you would be more likely to vote yes on the first one-cent sales tax to raise 9 million dollars for City services, or more likely to vote yes on the alternative option I mention. If you would not vote yes on either one, you can tell me that instead. And to be clear, only one of these options would appear on the ballot, if any. (RANDOMIZE; IF NECESSARY AFTER READING OPTION, ASK: “Would you be more likely to vote yes on the first one-cent sales tax to raise 9 million dollars or yes on _________ (READ ITEM)?”)

YES ON YES ON (DON’T

FIRST THIS ALT READ)

SALES TAX TAX NEITHER DK/ NA
[ ]a. A tax on businesses, based on the number of
employees or square footage, generating $2
Million (two million dollars) per year --------------- 1 ---------------- 2 ---------------- 3 ---------------- 4 [ ]b. A tax on businesses, based on gross income,
generating $2 Million (two million dollars)
per year ---------------------------------------------------- 1 ---------------- 2 ---------------- 3 ---------------- 4 [ ]c. A $260 (two hundred and sixty dollar) parcel
tax on homes and businesses generating $2.5
Million (two point five million dollars) per
year -------------------------------------------------------- 1 ---------------- 2 ---------------- 3 ---------------- 4 [ ]d. A six percent tax on utilities including gas,
water, electricity and telecommunications,
generating $4 Million (four million dollars)
per year ---------------------------------------------------- 1 ---------------- 2 ---------------- 3 ---------------- 4

(ASK SPLIT SAMPLE C ONLY)
[ ]e. A three percent increase, from 12 to 15 percent,
to the tax paid by guests of hotels, motels,
vacation rentals and other lodging, generating
$3 Million (three million dollars) per year,
resulting in the City of Goleta having the
highest Transient Occupancy Tax, also known
as the “bed-tax,” in the area ------------------------------- 1 --------- 2 -------- 3 --------- 4

(ASK SPLIT SAMPLE D ONLY)
[ ]f. A three percent increase, from 12 to 15 percent,
to the tax paid by guests of hotels, motels,
vacation rentals and other lodging, generating
$3 Million (three million dollars) per year ------------ 1 --------- 2 -------- 3 --------- 4

45 FM3 RESEARCH 220-6173 F PAGE 10

(RESUME ASKING ALL RESPONDENTS)

THE FOLLOWING ARE MY FINAL QUESTIONS, WHICH ARE
JUST FOR CLASSIFICATION PURPOSES.

11. (PT) Please stop me when I come to the category that best describes the ethnic or racial group with which you identify yourself. Is it…? (READ RESPONSE CHOICES)

Latino or Hispanic--------------------------------------------------------- 1 African American or Black ---------------------------------------------- 2 Asian or Pacific Islander ------------------------------------------------- 3 Caucasian or White ------------------------------------------------------- 4 Two or more races or ethnicities, or ------------------------------------ 5 Some other race or ethnicity (SPECIFY:_______) ------------------ 6 (DON’T READ) NA/REFUSED --------------------------------------- 7

12. I don't need to know the exact amount but I'm going to read you some categories for household income.

Would you please stop me when I have read the category indicating the total combined income for all the people in your household before taxes in 2020?

$30,000 and under ----------------------------- 1
$30,001 - $50,000 ------------------------------ 2
$50,001 - $75,000 ------------------------------ 3
$75,001 - $100,000 ---------------------------- 4
$100,001 - $125,000 --------------------------- 5
More than $125,000 --------------------------- 6
(DON’T READ) Refused/DK/NA ---------- 7

(ONLINE ONLY)
QX. What is your gender?
Male ---------------------------------------------- 1
Female ------------------------------------------- 2
Non-binary -------------------------------------- 3
Prefer not to say ------------------------------- 4

THANK AND TERMINATE

SEX (BY OBSERVATION): Male ---------------------------------------------- 1 Female ------------------------------------------- 2

LOI (BY OBSERVATION): English ------------------------------------------- 1 Spanish ------------------------------------------ 2

REGISTRATION: Democrat ---------------------------------------- 1 Republican -------------------------------------- 2
No Party Preference --------------------------- 3
Other --------------------------------------------- 4

FLAGS
P12 -------------------------------------- 1
G12 -------------------------------------- 2
P14 -------------------------------------- 3
G14 -------------------------------------- 4
P16 -------------------------------------- 5
46 FM3 RESEARCH 220-6173 F PAGE 11

G16 ------------------------------------- 6
P18 -------------------------------------- 7
G18 ------------------------------------- 8
P20 -------------------------------------- 9
G20 ------------------------------------ 10
BLANK ------------------------------- 11

VOTE BY MAIL
1 ----------------------------------------- 1
2 ----------------------------------------- 2
3+ --------------------------------------- 3
BLANK -------------------------------- 4

PERMANENT ABSENTEE
Yes -------------------------------------- 1
No --------------------------------------- 2

AGE
18-24 ------------------------------------ 1
25-29 ------------------------------------ 2
30-34 ------------------------------------ 3
35-39 ------------------------------------ 4
40-44 ------------------------------------ 5
45-49 ------------------------------------ 6
50-54 ------------------------------------ 7
55-59 ------------------------------------ 8
60-64 ------------------------------------ 9
65-74 ----------------------------------- 10
75+ ------------------------------------- 11
BLANK ------------------------------- 12

HOUSEHOLD PARTY TYPE
D1 --------------------------------------- 1
D2+ -------------------------------------- 2
R1 --------------------------------------- 3
R2+ ------------------------------------- 4
I1+ -------------------------------------- 5
Mixed ----------------------------------- 6

DATE OF INTERVIEW
November X --------------------------- 1
November X --------------------------- 2
November X --------------------------- 3
November X --------------------------- 4
November X --------------------------- 5
November X --------------------------- 6

A/B SPLIT SAMPLE
Split A ---------------------------------- 1
Split B ---------------------------------- 2

C/D SPLIT SAMPLE
Split C ---------------------------------- 1
Split D ---------------------------------- 2

MODE OF INTERVIEW
Online ----------------------------------- 1
Phone ----------------------------------- 2
47 ATTACHMENT 3

Amendment No. 1 with Props and Measures and the City of Goleta

48 City of Goleta
Amendment No.1 to Agreement No. 2021-047

AMENDMENT NO. 1

TO A CONTRACT FOR PROFESSIONAL

SERVICES BETWEEN THE CITY OF GOLETA

AND TERRIS BARNES WALTERS BOIGON
HEATH LESTER, INC.

DBA PROPS AND MEASURES

This Amendment No. 1 to a contract for Professional Services by and between the City of Goleta, a municipal corporation ("City") and Terris Barnes Walter Boigon Heath Lester, I nc. dba P rops and Measures, ("Consultant") dated June 21, 2021 ("Agreement,'' Agreement No. 2021-047) is made this 18th day of January 2022.

SECTION A. RECITALS

1. This Agreement is for provision of strategic support and expertise in public outreach consulting services to assist the city in performing public outreach; and

2. The Agreement between City and Consultant currently provides for the total compensation amount not to exceed forty-five thousand dollars ($45,000); and

3. The parties desire to amend the Agreement so as to provide for additional compensation in the amount of thirty-one thousand dollars ($31,000) for continued services; and

4. The City Council approved this Amendment No. 1, on this 18 th day of January 2022.

SECTION B. AMENDED TERMS

Now therefore City and Consultant agree as follows that the Agreement be, and hereby is, amended as follows:

1. Subsection (a) of Section 3. COMPENSATION AND PAYMENT of the Agreement is amended to add an additional authorized amount of $31,000 and to read in its entirety:
(a) Maximum and Rate . The total compensation payable to CONSULTANT by CITY for the services under this AGREEMENT SHALL NOT EXCEED the sum of $7 6,000 (herein "not -to-exceed amount") and shall be earned as the work progresses.

2. Except as otherwise specifically provided herein, all other provisions of the Agreement shall remain in full force and effect.

DocuSign Envelope ID: 4F20FCDF-157F-4555-8F96-3A66ED1EE3DD 49 City of Goleta
Amendment No.1 to Agreement No. 2021-047

In concurrence and witness whereof, this Amendment No.1 has been executed by the parties effective on the date and year first above written.

CITY OF GOLETA CONSULTANT

Michelle Greene, City Manager Jared Boigon, Partner CEO

ATTEST:

_____________________________ ______________________________ Deborah Lopez, City Clerk David Tick, CFO

APPROVED AS TO FORM:

MEGAN GARIBALDI, CITY ATTORNEY

_____________________________
Winnie Cai, Assistant City Attorney

DocuSign Envelope ID: 4F20FCDF-157F-4555-8F96-3A66ED1EE3DD 50 ATTACHMENT 4

Agreement No. 2021-047 Props and Measures Professional Outreach Services 51 '2&80(175287,1*$1'$33529$/)250
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),/(180%(5
003401
Michelle Greene, City Manager
To provide professional public outreach services.

AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF GOLETA AND TERRIS BARNES WALTERS BOIGON HEATH LESTER Professional Outreach Services Props and Measures
$45,000
Jared Boigon
50 Osgood Place, 4th Floor San Francisco , CA
415-816-3412
[email protected]
Ryan Kintz
951 288 6309
[email protected]
Ryan Kintz
951 288 6309
[email protected]









 


















52 City of Goleta
City Manager’s Office and Props and Measures

Project Name: Professional Outreach Services

AGREEMENT FOR PROFESSIONAL SERVICES

BETWEEN THE CITY OF GOLETA

AND TERRIS BARNES WALTERS BOIGON
HEATH LESTER, INC.

DBA PROPS AND MEASURES

This AGREEMENT FOR PROFESSIONAL SERVICES (herein referred to as “AGREEMENT”) is made and entered into this ________ day of June, 2021, by and between the CITY OF GOLETA, a municipal corporation (herein referred to as "CITY"), and TERRIS BARNES WALTERS BOIGON HEATH LESTER, INC . dba PROPS AND MEASURES, a California Corporation (herein referred to as "CONSULTANT").

WHEREAS, the CITY has a need for profess ional public outreach consulting services to assist the City in performing public outreach; and WHEREAS, the CITY does not have the personnel available to perform the services required under this AGREEMENT, and therefore, the CITY desires to contract for professional services to accomplish this work; and
WHEREAS, the CONSULTANT was selected based on expertise and is capable of providing the services agreed to herein and are sufficiently familiar with the needs of the CITY; and
WHEREAS, the City Manager approved this AGREEMENT pursuant to Goleta Municipal Code section 3.05.070.

CITY and CONSULTANT agree as follows:

1. RETENTION AS CONSULTANT
CITY hereby retains CONSULTANT, and CONSULTANT hereby accepts such engagement, to perform the services described in Section 2. CONSULTANT warrants it has the qualifications, experience, and facili ties to properly and timely perform said services.

2. DESCRIPTION OF SERVICES
The services to be performed by CONSULTANT are as follows:

Professional public outreach services in conjunction with developing outreach materials, as more particularly set forth in the Scope of Work, attached as Exhibit “A,” and incorporated herein.









 





53 City of Goleta
City Manager’s Office and Props and Measures

CONSULTANT shall deliver to CITY th e deliverables defined in Exhibit “A.”

3. COMPENSATION AND PAYMENT
(a) Maximum and Rate . The total compensation payable to CONSULTANT by CITY for the services under this AGREEMENT SHALL NOT EXCEED the sum of $45,000 (herein "not to exceed amount"), and shall be earned as the work progresses on the following basis:

The CONTRACTOR shall submit invoices monthly describing the services performed, the date services were performed, a description of reimbursable costs, and any other information requested by the CITY as set forth in CONSULTANT's Schedule of Compensation marked Exhibit "B," attached and incorporated herein. The rates and expenses set forth in that exhibit shall be binding upon CONSULTANT until November 1, 2022, after which any change in said rates and expenses must be approved in writing by CITY's Project Manager as described in Section 5 (CITY is to be given 60 days notice of any rate increase request), provided the not to exceed amount is the total compensation due CONSULTANT for all work described under this AGREEMENT.
(b) Payment . CONSULTANT shall provide CITY with written verification of the actual compensation earned, which written verification shall be in a form satisfactory to CITY's Project Manager, as described in Section 5. Invoices shall be made no more frequently than on a monthly basis, and describe the work performed. All payments shall be made within 30 days after CITY’s approval of the invoice.

4. EXTRA SERVICES
CITY shall pay CONSULTANT for those CITY authorized extra services, not reasonably included within the services descri bed in Section 2, as mutually agreed to writing in advance of the incurrence of extra services by CONSULTANT. Unless CITY and CONSULTANT have agreed in writing before the performance of extra services, no liability and no right to claim compensation for such extra services or expenses shall exist. The applicable hourly rates for extra se rvices shall be at the hourly rates set forth in Exhibit “ B”. Any compensation for extra services shall be part of the total compensation and shall not increase the not to exceed amount identified in Section 3.

5. CITY PROJECT MANAGER AND SERVICES BY CITY
The services to be performed by CONSULTANT shall be accomplished under the general direction of, and coordinate with, CITY's "Project Manager", as that staff person is designated by CITY from time to time, and who presently is Ryan Kintz.

Project Manager shall have the authority to ac t on behalf of the CITY in administering this AGREEMENT but shall not be authorized to extend the term of the AGREEMENT or increase the not to exceed amount.









 


54 City of Goleta
City Manager’s Office and Props and Measures

6. TERM, PROGRESS AND COMPLETION
The term of this AGREEMENT is from the date first written above to November 1, 2022, unless term of this AGREEMENT is extended, or the AGREEMENT is terminated as provided for herein.

CONSULTANT shall not commence work on the services to be performed until (i) CONSULTANT furnishes proof of insurance as required by Section 10 below, and (ii) CITY gives written authorization to proceed with the work provided by CITY's Project Manager.

7. OWNERSHIP OF DOCUMENTS
All drawings, designs, data, photographs, reports and other documentation (other than CONSULTANT's drafts, notes and inter nal memorandum), including duplication of same prepared by CONSULTANT in the performance of these services, are the property of CITY. CITY shall be entitled to immediate possession of the same upon completion of the work under this AGREEMENT, or at any earlier or later time when requested by CITY. CITY agrees to hold CONSULTANT harmless from all damages, claims, expenses, and losses arising out of any reuse of the plans and specifications for purposes other than those described in this AGREEMENT, unless written authorization of CONSULTANT is first obtained.

8. PERSONAL SERVICES/NO ASSIGNMENT/SUBCONTRACTOR
This AGREEMENT is for professional se rvices which are personal to CITY.

PROPS AND MEASURES and subcontractor TERRAIN CONSULTING is deemed to be specially experienced and is a key member of CONSULTANT's firm, and shall be directly involved in the performance of this work. This key person shall communicate with, and periodically report to, CITY on the progress of the work. Should any such individual be removed from assisting in this contracted work for any reason, CITY may terminate this AGREEMENT. This AGREEMENT may not be assigned or subcontracted without the City Manager’s prior written consent.

9. HOLD HARMLESS AND INDEMNITY
(a) Hold Harmless for CONSULTANT's Damages. CONSULTANT holds CITY, its elected officials, officers, agents, and employees, harmless from all of CONSULTANT's claims, demands, lawsuits, judgments, damages, losses, injuries or liability to CONSULTANT, to CONSULTANT's employees, to CONSULTANT ’s contractors or subcontractors, or to the owners of CONSULTANT's firm, which damages, losses, injuries or liability oc cur during the work required under this AGREEMENT, or occur while CONSULTANT is on CITY property, or which are connected, directly or indirectly, with CONSULTANT's performance of any activity or work required under this AGREEMENT. Notwithstanding the above, the CONSULTANT is not responsible for the accuracy and completeness of the data provided by the CITY. 








 


55 City of Goleta
City Manager’s Office and Props and Measures

(b) Defense and Indemnity of Third Party Claims/Liability. CONSULTANT shall investigate, defend, and indemnify CITY, its elected officials, officers, agents, and employees, from any claims, lawsuits, dem ands, judgments, and all liability including, but not limited to, monetary or property damage, lost profit, personal injury, wrongful death, general liability, automobile, infringement of copyright/patent/trademark, or professional errors and omissions arising out of, directly or indirectly, an error, negligence, or omission of CONSULTANT or any of CONSULT ANT’s officers, agents, employees, representatives, subconsultants, or subcontractors, or the willful misconduct of CONSULTANT or any of CONSULTANT’s officers , agents, employees, representatives, subconsultants, or subcontractors, in performing the services described in, or normally associated with, this type of contracted work. The duty to defend shall include any suits or actions concerning any ac tivity, product or work required under this AGREEMENT, and also include the payment of all court costs, attorney fees, expert witness costs, investigation costs, claims adj usting costs and any other costs required for and related thereto.
(c) No Waiver. CITY does not waive, nor shall be deemed to have waived, any indemnity, defense or hold harmless rights under this section because of the acceptance by CITY, or the deposit with CITY , of any insurance certificates or policies described in Section 10.

10. INSURANCE
CONSULTANT shall, at CONSULTANT's sole cost and expense, provide insurance as described herein. All insurance is to be placed with insurers authorized to do business in the State of California with an A.M. Best and Company rating of A- or better, Class VII or better, or as otherwise approved by CITY.

Insurance shall include the following (or broader) coverage:

a) Professional liability insurance that covers the services to be performed in connection with this agreement, in th e minimum amount of $1,000,000 per claim.

Liability insurance policies required to be provided by CONSULTANT hereunder shall contain or be endorsed to contain the following provisions:

a) Professional liability insurance policies inception date, continuity date, or retroactive date must be before the effective date of this agreement.

CONSULTANT agrees to maintain contin uous coverage through a period no less than three years after completion of the services required by this agreement.

b) Liability coverage shall be primary and non-contributing with any insurance maintained by CITY.









 


56 City of Goleta
City Manager’s Office and Props and Measures

c) E vidence of coverage (including the workers’ compensation and employer’s liability policies) shall provide that coverage shall not be suspended, voided, canceled or reduced in coverage or in l imits except after 30 days’ prior written notice has been given to CITY. Such provision shall not include any limitation of liability of the insurer for failure to provide such notice.

d) No liability insurance coverage provided to comply with this AGREEMENT shall prohibit CONSULTANT, or CONSULTANT ’s employees, or agents, from waiving the right of recovery prior to a loss. CONSULTANT waives its right of recovery against CITY.

e) CONSULTANT agrees to deposit with CITY within fifteen days of Notice to Proceed of the Contract certificates of insurance and required endorsements.

f) There shall be no recourse agains t CITY for payment of premiums or other amounts with respect to the insurance required to be provided by CONSULTANT hereunder. Any failure, ac tual or alleged, on the part of CITY to monitor compliance with these requirements will not be deemed as a waiver of any rights on the part of CITY. CITY has no additional obligations by virtue of requiring the insurance set forth herein. In the event any policy of insurance required under this AGREEMENT does not comply with these requirements or is canceled and not rep laced, CITY has the right but not the duty to obtain the insurance it deems necessary and any premium paid by CITY will be promptly reimbursed by CONSULTANT or CITY will withhold amounts sufficient to pay premium from CONSULTANT payments.

g) CONSULTANT agrees to provide immediate notice to CITY of any claim or loss against CONSULTANT arising out of the work performed under this AGREEMENT. CITY assumes no obligatio n or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.

11. RELATIONSHIP OF CONSULTANT TO CITY
The relationship of the CONSULTANT to CITY shall be that of an independent contractor and that in no event shall CONSULTANT be considered an officer, agent, servant or employee of CITY. CONSULTANT shall be solely responsible for any workers compensation insurance, withholding taxes, unemployment insurance, and any other employer obligations associated with the described work. 








 


57 City of Goleta
City Manager’s Office and Props and Measures

12. CORRECTIONS
In addition to the above indemnification obligations, CONSULTANT shall correct, at its expense, all errors in the work that may be disclosed during CITY's review of CONSULTANT's report or plans. Should CONS ULTANT fail to make such correction in a reasonably timely manner, such correcti on shall be made by CITY, and the cost thereof shall be charged to CONSULTANT or withheld from any funds due to CONSULTANT hereunder.

13. TERMINATION BY CITY
CITY, by notifying CONSULTANT in writing, may upon 10 calendar days notice, terminate without cause any portion or all of the services agreed to be performed under this AGREEMENT. If termination is for cause, no notice period need be given. In the event of termination, CONSULTANT shall have the right and obligation to immediately assemble work in progress for the purpose of closing out the job. All compensation for actual work performed and charges outstanding at the time of termination shall be payable by CITY to CONSULTANT within 30 days following submission of a final statement by CONSULTANT unless termination is for cause. In such event, CONSULTANT shall be compensated only to the extent required by law.

14. ACCEPTANCE OF FINAL PAYMENT CONSTITUTES RELEASE
The acceptance by CONSULTANT of the final payment made under this AGREEMENT shall operate as and be a release of CITY from all claims and liabilities for compensation to CONSULTANT for anyt hing done, furnished, or relating to CONSULTANT'S work or services. Acceptance of payment shall be any negotiation of CITY's check or the failur e to make a written extra compensation claim within 10 calendar days of the receipt of that check. However, approval or payment by CITY shall not constitute, nor be deemed, a release of the responsibility and liability of CONSULTANT, its employees, subcontracto rs, agents and CONSULTANTs for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by CITY for any defect or erro r in the work prepared by CONSULTANT, its employees, subcontractors, agents and consultants.

15. AUDIT OF RECORDS
At any time during normal business hours and as often as it may deem necessary, CONSULTANT shall make available to a representative of CITY for examination of all its records with respect to all matters covered by this AGREEMENT and will permit CITY to audit, examine and/or reproduce such records. CONSULTANT will retain such financial records, time shee ts, work progress reports, invoices, bills and project records for at least two years afte r termination or final payment under this AGREEMENT.









 


58 City of Goleta
City Manager’s Office and Props and Measures

16. WAIVER; REMEDIES CUMULATIVE
Failure by a party to insist upon the strict performance of any of the provisions of this AGREEMENT by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such party's right to demand strict compliance by such other party in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such party unless made in writing by such party, and no such waiver shall be implied from any omissions by a party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified. All of the remedies permitted or available to a party under this AGREEMENT, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.

17. CONFLICT OF INTEREST
CONSULTANT is unaware of any CITY employee or official that has a financial interest in CONSULTANT'S business. During the term of this AGREEMENT and/or as a result of being awarded this AGREEMENT, CONSULTANT shall not offer, encourage or accept any financial interest in CONSULTANT'S business by any CITY employee or official.

18. CONSTRUCTION OF LANGUAGE OF AGREEMENT
The provisions of this AGREEMENT shall be construed as a whole according to its common meaning of purpose of providing a public benefit and not strictly for or against any party. It shall be construed consistent with the provisions hereof, in order to achieve the objectives and purposes of the parties. Wherever required by the context, the singular shall include the plural an d vice versa, and the masculine gender shall include the feminine or neutral genders or vice versa.

19. MITIGATION OF DAMAGES
In all situations arising out of this AGREEMENT, the parties shall attempt to avoid and minimize the damages resulting from the conduct of the other party.

20. GOVERNING LAW
This AGREEMENT, and the rights and obligations of the parties, shall be governed and interpreted in accordance with the laws of the State of California. Should litigation occur, venue shall be in Superior Court of Santa Barbara County. 








 


59 City of Goleta
City Manager’s Office and Props and Measures

21. NONDISCRIMINATION
CONSULTANT shall not discriminate on the basis of race, color, gender, gender identity/expression, pregnancy, sexual orientation, disability, marital status, or any other characteristic protected under applicable federal or state law.

22. TAXPAYER IDENTIFICATION NUMBER
CONSULTANT shall provide CITY with a complete Request for Taxpayer Identification Number and Certification, Form W-9 (Rev. October 2018), as issued by the Internal Revenue Service.

23. NON-APPROPRIATION OF FUNDS
Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of CITY funds. In the event CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the current fiscal year, this AGREEMENT shall cover only those costs incurred up to the conclusion of the current fiscal year.

24. MODIFICATION OF AGREEMENT
The tasks described in this AGREEMENT and all other terms of this AGREEMENT may be modified only upon mutual written consent of CITY and CONSULTANT.

25. USE OF THE TERM “CITY”
Reference to “ CITY” in this AGREEMENT includes City Manager or any authorized representative acting on behalf of CITY.

26. PERMITS AND LICENSES
CONSULTANT, at its sole expense, shall obtain and maintain during the term of this AGREEMENT, all appropriate permits, li censes, and certificates that may be required in connection with the performance of services under this AGREEMENT.

27. CAPTIONS
The captions or headings in this AGR EEMENT are for convenience only and in no other way define, limit or describe the scope or intent of any provision or section of the AGREEMENT.

28. AUTHORIZATION
Each party has expressly authorized th e execution of this AGREEMENT on its behalf and bind said party and its respective administrators, officers, directors, shareholders, divisions, subsidiaries, ag ents, employees, successors, assigns, 








 


60 City of Goleta
City Manager’s Office and Props and Measures

principals, partners, joint venturers, insur ance carriers and any others who may claim through it to this AGREEMENT.

29. ENTIRE AGREEMENT BETWEEN PARTIES
Except for CONSULTANT'S proposals and submitted representations for obtaining this AGREEMENT, this AGREEMENT supersedes any other agreements, either oral or in writing, between the parties hereto with respect to the rendering of services, and contains all of the covenants and agreements between the parties with respect to said services.

30. PARTIAL INVALIDITY
If any provision in this AGREEMENT is held by a court of competent jurisdiction to be invalid, void or unenforceable, the rem aining provisions will nevertheless continue in full force without being impaired or invalidated in any way.

31. NOTICES
Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail, postage prepaid, and addressed as follows:

TO CITY: Attention: Michelle Greene, City Manager
City of Goleta
130 Cremona Drive, Suite B
Goleta, CA 93117
TO CONSULTANT: Attention: Jared Boigon
50 Osgood Place, 4th Floor
San Francisco, CA
94133

32. COUNTERPARTS AND ELECTRONIC/FACSIMILE SIGNATURES
This Agreement may be executed in several counterparts, which may be facsimile or electronic copies. Each counterpart is fully effective as an original, and together constitutes one and the same instrument.










 


61 City of Goleta
City Manager’s Office and Props and Measures

In concurrence and witness whereof , this AGREEMENT has been executed by the parties effective on the date and year first above written.

CITY OF GOLETA CONSULTANT

_____________________________ _____________________________ Michelle Greene, City Manager Jared Boigon, Partner/CEO

A T T E S T

_____________________________ _____________________________ Deborah Lopez, City Clerk David Tick, CFO

APPROVED AS TO FORM:

______________________________
Winnie Cai, Assistant City Attorney










 


62 Exhibit A
Scope of Work

PROPS AND MEASURES

SCOPE OF WORK AND SERVICES

Project: City of Goleta Professional Outreach

A. Feasibility Assessment. Props and Measures shall perform any of the following services as needed to assess the electoral feasibility of the Revenue Measure for Client:

1) Develop potential Revenue Measure strategies to meet Client’s funding needs to be tested in polling;
2) Collaborate with Client’s pollster to design, conduct and analyze an opinion survey of voters within Client’s jurisdiction to assess the electoral feasibility of a Revenue Measure;
3) Conduct a demographic analysis of voters with in Client’s jurisdiction and how they break into key sub-groups by age, ethnicity, political party, length of residency, and other key criteria;
4) Analyze past election results in the ju risdiction and region to understand voter turnout trends and other relevant voting patterns;
5) Research other local tax proposals that may be heading to an upcoming ballot that could compete with Client’s Revenue Measure; and, 6) Make a specific recommendation regarding type of revenue measure to pursue, optimal election date, election type (polling place or mail-in), tax rate, tax structure and other important Revenue Measure features to the District.

B. Ballot Measure Development. Prior to Approval of a Revenue Measure by Client's governing body (the term "Approval" meaning the governing body having taken action to adopt a resolution or ordinance calling for an election with respect to the Revenue Measure), TBWBH shall perform the services described in items 1-8 below, as needed, to assist Client in preparing the Revenue Measure for the ballot, and within fourteen (14) days after Approval of a Revenue Measure, TBWBH shall perform the services described in item 9 below, as needed, each of the services to be subject to Client's approval as required by Section 7 below:

1) Recommend a final tax type, tax ra te, duration and tax structure; 2) Recommend the final the list of projects, programs and services to be funded by the measure and prepare messaging that clearly articulates how these programs will benefit from additional revenue provided by the measure; 3) Recommend any exemptions and procedures for qualifying for exemptions (e.g. senior exemption applications and process);









 


63 4) Recommend procedures for the taxpayer accountability protections, including a process for an independent citizens’ oversight committee; 5) Work with legal counsel to develop a resolution or ordinance calling for the election;
6) Work with legal counsel to develop the 75-word ballot question; 7) Work with legal counsel to develop and refine the full text of the measure and other materials that will appear in the ballot pamphlet mailed to all voters; 8) Present recommendations, documents and reso lutions to Client’s administration and governing body for approval

C. Public Information. TBWBH shall perform any of the following services as needed to raise awareness of Client’s funding needs and the Revenue Measure proposal, each of the services to be subject to Client's approval as required by Section 7 below:

1) Develop informational fact sheets to be distributed at community functions 2) Provide content related to the Revenu e Measure to be added to Client’s website, included in email updates and added to newsletters 3) Prepare PowerPoint presentation for community meetings 4) Produce any advertising related to potential Revenue Measure as directed by Client, which could include mailers, digital ads, videos or other items (budget not included in fee and to be approved separately by Client) (see Exhibit 1); 5) Develop strategies and plans to inform and engage key internal stakeholder groups
6) Develop strategies and p lans to inform and engage influential external groups including elected leaders, business leaders, city leaders, ethnic community leaders, faith community leaders, taxpayer groups and others

D. PAYMENT TERMS
Services for this scope of work have a not-to-exceed amount of $45,000. Props and Measures Fee Schedule is provided below.










 


64 Exhibit B
Schedule of Compensation

Special Payment Terms:

Not to Exceed Forty-Two Thousand Dollars ($45,000) for professional fees in seven (7) monthly payments as follows:

x Six Thousand dollars ($6,000) upon executio n, which shall be prorated based upon the execution date of this Agreement;
x Six Thousand dollars ($6, 000) on July 1, 2021;
x Six Thousand dollars ($6,000) on August 1, 2021;
x Six Thousand dollars ($6,000) on September 1, 2021;
x Six Thousand dollars ($6,000) on October 1, 2021;
x Six Thousand dollars ($6,000) on November 1, 2021;
x Six Thousand dollars ($6,000) on December 1, 2021;

Up to $3,000 of costs for graphic design, printing , bulk postage, mail house processing fees, or digital media buys.









 


65 05/19/2021
MOC Insurance Services
License No. 0589960
101 Montgomery St., Suite 800
San Francisco CA 94104
Madelyn Lanctot
(415) 957-0600 (415) 957-0577
[email protected]
TERRIS BARNES WALTERS BOIGON DBA: CLEANSWEEP
CAMPAIGNS AND DBA TBWBH PROPS & MEASURESHEATH LESTER, INC. 50 OSGOOD PLACE STE 400
SAN FRANCISCO CA 94133
Citizens Ins. Co. of America 31534
Hanover American Ins. Co. 36064
Hiscox Insurance Company
CL2012859148
A Y OBFD431868 11/17/2020 11/17/2021
1,000,000
10,000
1,000,000
2,000,000
2,000,000
Hired Auto 1,000,000
A Y OBFD431868 11/17/2020 11/17/2021
Liability 1,000,000
A OBFD431868 11/17/2020 11/17/2021
1,000,000
1,000,000
B WZFD361933 09/01/2020 09/01/2021
1,000,000
1,000,000
1,000,000
C

ERRORS AND OMISSIONS
USUUA2630235.20 09/15/2020 09/15/2021
Each Claim $1,000,000
Aggregate $2,000,000
Certificate serves as evidence of insurance for the named insured. Certificate holder is fully included as an additional insured with respect to General Liability per written contract with the named insured per attached form #391-1006 08/16. Waiver of Subrogation applies in favor of the certificate holder per written contract with the named insured per attached form #391-1003 08/16.

City of Goleta
130 Cremona Dr., Suite B
Goleta CA 93117

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$PROPERTY DAMAGE

BODILY INJURY
(Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY









 


66 Named Insured: Terr is Barnes Wa lters Bo igon Heat h, Inc.

Policy Number: OBFD431868









 


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68 Named Insured: Terr is Barnes Walters Bo igon Heath, Inc.

Policy Number: OBFD431868









 


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74 REQUISITION
06/02/2021
ISSUED TO:

Date:

Vendor #: 003401
50 OSGOOD PL
STE 400
SAN FRANCISCO, CA 94133-
TERRIS BARNES WALTERS BOLGON SHIP TO:
130 CREMONA DRIVE, SUITE B
GOLETA, CA 93117

CITY OF GOLETA
Requisition #: 21CM007
UNITS DESCRIPTION PRICE AMOUNTGL ACCOUNT NUMBERITEM PROJECT # 1 0 Professional public outreach services 0.00 101-10-1200-51200 45,000.00 45,000.00TOTAL
SHIPPING:

TOTAL TAX:

SUBTOTAL:

0.00 0.00
45,000.00
Authorized By:

Professional public outreach services for possible revenue development Detailed Description:









 


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