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CITY OF SANTA ANA EXHIBIT I SCOPE OF SERVICES Consultant shall perform services as set forth below. The City desires to conduct a baseline survey to better understand the public's perception of services and budget priorities, assess the likelihood of success of one or more revenue ballot measures, and understand voter response to a potential revenue ballot measure. The successful Consultant, at a minimum, must provide all instruments, equipment, tools, personnel, and supervision required to complete the statistically valid survey/polling services outlined below. PUBLIC OPINION SURVEY The selected Consultant will have the necessary experience to assist the City in conducting a survey to assess the feasibility and probability of a successful revenue ballot measure in an upcoming election. Work includes, but is not limited to: a. Review the City's culture, local voter and resident demographics, results on past revenue/ballot measures and other data sources. b. Research local tax proposals that may compete with Santa Ana's potential revenue measure. c. Provide an analysis and recommendations regarding the best election cycle for a potential revenue ballot measure, considering voter engagement, timing, and community priorities. d. Design a survey questionnaire in English, Spanish, and Vietnamese, and establish statistically valid sampling and survey methods to assess community support for revenue measures and their perception of the City's services and budget priorities. e. Conduct statistically valid surveys/polls to gauge support for revenue measures, ensuring availability in English, Spanish, and Vietnamese. f. Recommend appropriate sample sizes to achieve 95% and 97% confidence levels. g. Surveying/polling results must include the following: i. Highlight community support for specific projects and services, and preferred revenue measures. ii. Provide statistical data and recommendations on potential revenue measure(s). iii. Measure the effectiveness of subsequent public education and outreach efforts. iv. Gauge how support would change based on the rate and level of revenue generated. h. Draft and present a comprehensive final report detailing polling results, findings, limitations and challenges, and recommendations. The Consultant will develop and make presentations of the results to staff, council members, or other key stakeholders. COMMUNICATIONS AND REPORTING The Consultant will meet with City staff for a kick-off meeting to discuss the project. Regular meetings will be held with staff as polling questions are developed and reports are prepared to discuss issues, concerns, and recommendations. The Consultant must provide regular updates on analysis, recommendations, and project milestones. Before issuing the final report, the Consultant will meet with City staff to review the draft report and recommendations for presentation to the City Council. The Consultant will present data and recommendations at a regular City Council meeting determined by City staff.