HomeMy WebLinkAboutProfessional Services Agreement with BBC Research for Water Conservation_11
Commission Memorandum
Report To: Honorable Mayor and City Commission
From: Lain Leoniak, Water Conservation Specialist Brian Heaston, Project Engineer
Craig Woolard, Director of Public Works
Subject: Authorize the City Manager to sign a Professional Services Agreement with BBC
Research and Consulting to conduct a statistically-valid telephone survey of Bozeman residents to support
initial targeted development of the Water Conservation Program.
Meeting Date: August 4, 2014
Agenda Item Type: Consent Item
Recommendation: Authorize the City Manager to sign a Professional Services Agreement with BBC Research and Consulting to conduct a statistically-valid telephone survey of Bozeman residents to support
initial targeted development of the Water Conservation Program.
Background: Recent industry studies have found significant value in the frequent solicitation of customer feedback as previously stated in the Commission Memorandum dated May 5, 2014
in support of the budget request for the Water Conservation Program which was approved by this
honorable Commission on June 23, 2014.
As a result, an increasing number of top tier water efficiency programs are incorporating a consumer information-driven approach.1
This type of customer information serves three very
important purposes for the City’s water conservation program.
It allows for: (i) targeted communications strategies and resources; (ii) implementation of suitable educational programs and efficiency measures based on the responses; and (iii) quantitatively measure the effectiveness of education and engagement programs.2
1 Leoniak, L., Memorandum to the City Commission, City of Bozeman, May 5, 2014 page 3; See e.g. Preserving the
Customer Conservation Ethic, 2013-2018 Regional Water Conservation Strategies and Actions of the Saving Water
Partnership, Seattle Public Utilities, December 2012, available at:
http://www.savingwater.org/groups/public/@spu/@swp/documents/webcontent/04_009224.pdf. Last visited
on: April 14, 2014; See also, Public Opinions, Attitudes and Awareness Regarding Water in Colorado, prepared for
the Colorado Water Conservation Board by BBC Research & Consulting, Copy on file with Water Conservation
Specialist.
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In order to implement best practices with regard to the development and implementation of an
effective water conservation program, the City requires a research and consulting firm with
expertise in developing and conducting a statistically valid telephone survey (hereinafter “survey”) and analyzing the data from said survey regarding the City of Bozeman residents’
knowledge, beliefs and attitudes about the value of water and water conservation.
BBC is a Denver-based, economic and market research consulting firm with 18 employees.
BBC was founded in 1970 and is in its 45th
year of continuous operation. BBC’s practice areas include water, natural resources and environmental economics, among others.
BBC has extensive experience in water demand and conservation analysis, including a number of
past studies involving conservation-related surveys of water-users. More specifically, BBC has
conducted water conservation-related surveys and focus groups for Denver Water, the Phoenix Water Services Department, the San Antonio Water System, the City of Fort Worth, the City of
Gillette (Wyoming) and other water providers. BBC also completed extensive surveys
throughout Colorado in 2012-2013 as part of a statewide study of values and perceptions
concerning water-related issues sponsored by the Colorado Water Conservation Board.3
Topics to be addressed in the survey are as follows:
(a) Water conservation behavior-baseline water customer water usage data
(b) Knowledge of water conservation measures
(c) Access to and use of information regarding water conservation measures
(d) Convenience of implementing water conservation measures
(e) Motivations for adopting water conservation measures
(f) Demographics
The project is comprised of the following tasks:
(1) Survey instrument development
(2) Conducting the survey
(3) Drafting a final report4
Alternatives:
As suggested by the Commission.
Fiscal Effects:
Total project costs to the Water Conservation Program shall not exceed $18,000.
Attachments:
2 See generally, Silva et. al., Water Conservation: Customer Behavior and Effective Communications, page 126,
(2010), available at:
Professional Services Agreement
http://www.waterrf.org/PublicReportLibrary/4012.pdf. Last visited on: April 18, 2014; See
also, Public Opinions, Attitudes and Awareness Regarding Water in Colorado. 3 BBC Research & Consulting, Proposal to Survey Bozeman Households Regarding Water Perceptions and Water
Conservation; June 26, 2014; copy on file with the Water Conservation Specialist. 4 See Attachment.
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Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about
the Value of Water and Water Conservation for the City of Bozeman, Department of Public Works FY 2015
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this ____ day of August, 2014, by and
between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation
organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse
Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771,
hereinafter referred to as “City,” and, BBC Research and Consulting, 1999 Broadway Suite 2200
Denver, Colorado 80202, hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Attachment “A” and by this reference
made a part hereof.
2. Term/Effective Date: This Agreement is effective upon the date of its execution
and will terminate on the 31st day of December, 2014. All survey work under this Agreement shall
be completed prior to September 30, 2014.
3. Scope of Work: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement
and the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services set forth in Attachment A incorporated herein by this reference. Any alteration or
deviation from the described services that involves additional costs above the Agreement amount
will be performed by Contractor after written request by the City, and will become an additional
charge over and above the amount listed in the Scope of Services. The City must agree in writing
upon any additional charges.
5. Contractor’s Representations: To induce City to enter into this Agreement,
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Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about
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Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost, progress or performance of the Scope of
Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform said services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this
Agreement shall not infringe upon or violate the rights of any third party, whether rights of
copyright, trademark, privacy, publicity, libel, slander or any other rights of any nature whatsoever,
or violate any federal, state and municipal laws. The City will not determine or exercise control as
to general procedures or formats necessary to have these services meet this warranty.
c. Contractor represents and warrants it has the organizational capacity to keep
information regarding the City’s water customers confidential as required by Section 17.
6. Independent Contractor Status/Labor Relations: The parties agree that
Contractor is an independent contractor for purposes of this Agreement and is not to be considered
an employee of the City for any purpose. Contractor is not subject to the terms and provisions of
the City’s personnel policies handbook and may not be considered a City employee for workers’
compensation or any other purpose. Contractor is not authorized to represent the City or otherwise
bind the City in any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation
Act, Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter
71, MCA. Contractor shall maintain workers’ compensation coverage for all members and
employees of Contractor’s business, except for those members who are exempted by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes.
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7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney’s fees and the costs and fees of and expert witness and consultants),
losses, expenses, liabilities (including liability where activity is inherently or intrinsically
dangerous) or damages of whatever kind or nature connected therewith and without limit and
without regard to the cause or causes thereof or the negligence of any party or parties that may be
asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or
resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of the
Contractor; (ii) any negligent, reckless, or intentional misconduct of any of the Contractor’s agents;
or (iii) the negligent, reckless, or intentional misconduct of any other third party.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
willful misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or
obligations of indemnity that would otherwise exist. The indemnification obligations of this Section
must not be construed to negate, abridge, or reduce any common-law or statutory rights of the
indemnitee(s) which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against the Contractor
to assert its right to defense or indemnification under this Agreement or under the Contractor’s
applicable insurance policies required below the indemnitee shall be entitled to recover reasonable
costs and attorney fees incurred in asserting its right to indemnification or defense but only if a
court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or
was obligated to indemnify the indemnitee for a claim(s) or any portion(s) thereof.
In the event of an action filed against City resulting from the City’s performance under this
Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
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Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about
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Contractor also waives any and all claims and recourse against the City or its officers, agents
or employees, including the right of contribution for loss or damage to person or property arising
from, growing out of, or in any way connected with or incident to the performance of this
Agreement except “responsibility for his own fraud, for willful injury to the person or property of
another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense
secure insurance coverage through an insurance company or companies duly licensed and
authorized to conduct insurance business in Montana which insures the liabilities and obligations
specifically assumed by the Contractor in this Section. The insurance coverage shall not contain any
exclusion for liabilities specifically assumed by the Contractor in subsection (a) of this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City and Contractor
shall furnish to the City an accompanying certificate of insurance and accompanying endorsements
in amounts not less than as follows:
• Workers’ Compensation – statutory;
• Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000
annual aggregate; and
• Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary non-
contributory basis on both the Commercial General and Automobile Liability policies. The
insurance and required endorsements must be in a form suitable to City and shall include no less
than a sixty (60) day notice of cancellation or non-renewal. The City must approve all insurance
coverage and endorsements prior to the Contractor commencing work. Contractor shall notify City
within two (2) business days of Contractor’s receipt of notice that any required insurance coverage
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Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about
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will be terminated or Contractor’s decision to terminate any required insurance coverage for any
reason.
The City must approve all insurance coverage and endorsements prior to the
Contractor commencing work.
8. Termination for Contractor’s Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or
fails to perform any of its obligations under this Agreement, or otherwise breaches any terms
or conditions of this Agreement, the City may, by written notice, terminate this Agreement
and the Contractor’s right to proceed with all or any part of the work (“Termination Notice
Due to Contractor’s Fault”). The City may then take over the work and complete it, either
with its own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c. Any termination provided for by this Section 8 shall be in addition to any
other remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement City may terminate
this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the
City may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
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Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about
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additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work
as may be necessary to preserve, protect, and maintain work already completed or
immediately in progress.
c. In the event of a termination pursuant to this Section 13, Contractor is
entitled to payment only for those services Contractor actually rendered on or before the
receipt of the Notice of Termination for City’s Convenience.
d. The compensation described in Section 13(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity,
lost productivity, field office overhead, general conditions costs, or lost profits damages of
any nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within ten (10) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Lain Leoniak, (Water Conservation Specialist) or such other individual
as City shall designate in writing. Whenever approval or authorization from or
communication or submission to City is required by this Agreement, such communication or
submission shall be directed to James Goehrung as the City’s Representative and approvals
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Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about
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or authorizations shall be issued only by such Representative; provided, however, that in
exigent circumstances when City’s Representative is not available, Contractor may direct its
communication or submission to other designated City personnel or agents as listed above
and may receive approvals or authorization from such persons.
b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Douglas Jeavons (Managing Director) or such other
individual as Contractor shall designate in writing. Whenever direction to or
communication with Contractor is required by this Agreement, such direction or
communication shall be directed to Contractor’s Representative; provided, however, that in
exigent circumstances when Contractor’s Representative is not available, City may direct its
direction or communication to other designated Contractor personnel or agents.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of
Bozeman business license, and inspections from applicable governmental authorities, and pay all
fees and charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County,
and State building and electrical codes, the Americans with Disabilities Act, and all non-
discrimination, affirmative action, and utilization of minority and small business statutes and
regulations.
14. Nondiscrimination: The Contractor will have a policy to provide equal
employment opportunity in accordance with all applicable state and federal anti-discrimination
laws, regulations, and contracts. The Contractor will not refuse employment to a person, bar a
person from employment, or discriminate against a person in compensation or in a term, condition,
or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital
status, national origin, actual or perceived sexual orientation, gender identity, physical or mental
disability, except when the reasonable demands of the position require an age, physical or mental
disability, marital status or sex distinction. The Contractor shall be subject to and comply with Title
VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations
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promulgated thereunder. The Contractor shall require these nondiscrimination terms of its sub-
Contractors providing services under this agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training:
Contractor shall not permit or suffer the introduction or use of any intoxicants, including alcohol or
illegal drugs, by any employee or agent engaged in services to the City under this Agreement while
on City property or in the performance of any activities under this Agreement. Contractor
acknowledges it is aware of and shall comply with its responsibilities and obligations under the U.S.
Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse
prevention plans and related testing. City shall have the right to request proof of such compliance
and Contractor shall be obligated to furnish such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing his employees and agents in safe work practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound
by all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information/Confidentiality: Contractor agrees to
develop and/or provide documentation as requested by the City demonstrating Contractor’s
compliance with the requirements of this Agreement. Contractor shall allow the City, its auditors,
and other persons authorized by the City to inspect and copy its books and records for the purpose
of verifying that the reimbursement of monies distributed to Contractor pursuant to this Agreement
was used in compliance with this Agreement and all applicable provisions of federal, state, and
local law. The Contractor shall not issue any statements, releases or information for public
dissemination without prior approval of the City.
Contractor shall not share, sell, transmit or use for any purpose other than as authorized in
this Agreement any information related to City’s rate payer including but not limited to names,
phone numbers, address, water usage, etc, shall comply with the provisions of Sect. 2-6-109, MCA,
and shall keep all such information confidential except as to the City. In addition, Contractor shall
not disseminate or use for its own purposes the results of the survey.
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18. Non-Waiver: A waiver by either party any default or breach by the other party of
any terms or conditions of this Agreement does not limit the other party’s right to enforce such term
or conditions or to pursue any available legal or equitable rights in the event of any subsequent
default or breach.
19. Attorney’s Fees and Costs: That in the event it becomes necessary for either Party
of this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement
or to give any notice required herein, then the prevailing Party or the Party giving notice shall be
entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel
to include City Attorney.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to
assist in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are
not be construed as a part of the Agreement or as a limitation on the scope of the particular
paragraphs to which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable,
the balance thereof shall continue in effect.
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25. Applicable Law: The parties agree that this Agreement is governed in all respects
by the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the
heirs, legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained therein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties
other than as set forth in this Agreement. All communications, either verbal or written, made prior
to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of
this Agreement by reference.
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and
year first above written.
CITY OF BOZEMAN, MONTANA Douglas L. Jeavons
CONTRACTOR
By________________________________ By__________________________________
Chris Kukulski, City Manager Print Name:
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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ATTACHMENT A
Scope of Work
BBC Research & Consulting Survey Project
I. Introduction
This document outlines the tasks to be completed by BBC Research & Consulting,
(hereinafter “Contractor”) for the Survey of City of Bozeman Households Regarding
Knowledge, Beliefs and Attitudes about the Value of Water and Water Conservation
for the City of Bozeman, Department of Public Works (hereinafter “City”), 20 East
Olive Street Bozeman, Montana 59715 between August 11, 2014 and December 31,
2014.
II. Description
The City requires a research and consulting firm with expertise in developing and
conducting a statistically valid telephone survey (hereinafter “survey”) and analyzing
the data from said survey regarding the City of Bozeman residents’ knowledge,
beliefs and attitudes about the value of water and water conservation.
The information obtained from this survey will be utilized to identify barriers and
motivations related to water conservation in order to develop and implement focused,
relevant and effective water conservation measures as key components of an overall
water conservation program.
Goals: The City will use the results of the phone survey research to guide the
development of a strategy that:
(a) Encourages people who are not thinking about the value of water and/or
presently engaging in water conservation to begin doing so;
and
(b) Encourages residents currently engaging in water conservation measures to
adopt additional measures that will further reduce their monthly water usage.
Objectives: To enable the City to accomplish its goals, the survey should achieve
the following objectives:
(a) Determine if the barriers and motivations identified in the literature and other jurisdictions represent those experienced by The City’s residential population
as a whole.
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(b) Determine:
(i) What factors distinguish those who engage in water conservation
measures from those who do not;
and
(ii) What factors most strongly influence residents’ water conservation
habits.
Topics to be addressed in the survey include but are not limited to:
(a) Water conservation behavior-baseline water customer water usage data
(b) Knowledge of water conservation measures
(c) Access to and use of information regarding water conservation measures
(d) Convenience of implementing water conservation measures
(e) Motivations for adopting water conservation measures
(f) Demographics
The Tasks outlined below represent a complete proposed Scope of Work, Once an Agreement
is in place, the City, at its discretion, will authorize individual tasks and/or sub-tasks. The
Contractor shall prepare a Work Plan and schedule for each task or sub-task which will be
submitted to the City.
III. Proposed Scope of Work
The proposed scope of work is intended to provide important information regarding
the City of Bozeman residents’ knowledge, belief, and attitudes about the value of
water and water conservation.
The survey instrument is to be of such a quality that the same instrument can be used
in subsequent years to denote shifts in knowledge, beliefs and attitudes about the
value of water and water conservation to provide, inter alia, quantitative data for the
measurement of education and outreach efforts.
The process of conducting the survey will be done pursuant to all applicable laws of
the State of Montana and all municipal codes enacted by the City of Bozeman.
The utility rate payer information provided to Contractor and Contractor’s agents
shall not be sold, transmitted or used for any purpose by Contractor or Contractor’s
agents other than for the purpose of conducting the survey.
The survey shall be completed on or before September 30, 2014.
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All raw data generated as a result of the survey shall be provided to the City and in
electronic format that allows for the City’s future use and distribution.
Contractor’s analysis of the survey results shall be provided in the form of a report
that allows for future use and distribution.
Task One: Survey Instrument Development
Contractor shall develop a survey instrument of approximately thirty (30) questions
not to exceed nine (9) minutes in length with the City’s input and review. The
instrument shall be comprised of a combination of water value and perception
questions Contractor has used in prior water conservation instruments in other
jurisdictions with more specific questions related to water conservation measures.
The survey questions shall be designed so that they do not lead the respondents to
answer in a particular way. The final instrument shall be approved by the City prior to
any telephone contact by Contractor and Contractor’s agents with utility rate payers.
Task Two: Conduct the Survey
The City shall provide to the Contractor utility rate payer contact information. From
this, Contractor shall create a random sample of telephone numbers from the
information provided. Contractor and Contractor’s agents shall not sell, transmit or
use this information for any purpose other than to conduct the survey.
In order to generate a representative number of responses to capture the City of
Bozeman’s utility rate payers as a whole and provide statistically significant results at
the ninety-five percent (95%) confidence level, the survey shall target completion of
384 surveys and shall be completed on or before September 30, 2014.
Task Three: Report Drafted
Following the data collection by Contractor and Contractor’s agents, Contractor shall
analyze the data and develop a draft report for the City’s review. This report shall
include but not be limited to extensive graphics and tables to highlight key results.
The report will primarily focus on top level findings based on the responses of the
population as a whole.
After the City’s review of the draft report, Contractor shall edit and revise the report
as needed. Contractor shall provide the raw data and the final report in electronic
format for use and distribution by the City.
Contractor shall provide the finalized report to the City not more than ten (10) days
after receipt of the City’s comments to the draft report.
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Total project costs shall not exceed: $18,000.00
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