Standardized Procedures for Personal Travel Surveys (2008) / Chapter Skim
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Pages 68-92
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From page 68... ...
The Contractor will be expected to • Designate a Project Manager who will serve as the single point of contact for all survey issues; • Make ____________ presentations to Agency staff regarding survey progress and issues; • Make presentations to and attend ____________ meetings of the Study Steering Committee; 68 C H A P T E R 5 Sample Request for Proposals Template
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From page 69... ...
However, discussion with the agency should occur to determine whether any secondary categories must be used. Sample Request for Proposals Template 69 1 Sample Replacement, Section 2.2.4 2 Minimum Question Specification, Section 2.1.1 3 Standardization of Categories, Section 2.1.2 4 Standard Question Wordings, Section 2.1.3
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From page 70... ...
Census Body Type For example, car, van, RV, SUV, etc. Year of Production Ownership of Vehicle Household/person, lease, institution Vehicle Use of Vehicle Main user of vehicle Start Timec Activity or Purpose Location Where the activity was performed, unless traveling Means of Travel If activity is travel, what mode(s)
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From page 71... ...
Provided by job/military 3 Provided by military 32 No school completed 1 No school completed 10 Preschool/nursery 21 Elementary school 2 Kindergarten–4th grade 22 5th–8th grade (junior high) 31 9th–12th grade (no diploma)
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From page 72... ...
. Variable Primary Category Code Secondary Category Code White (alone)
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From page 73... ...
. Variable Primary Category Code Secondary Category Code Communication/ correspondence 71 Socializing activities 72 Participating in religious/community/ cultural events/activities 73 Visiting entertainment and cultural venues 74 Indoor and outdoor sporting activities 75 Games/hobbies/arts/ crafts 76 Social/recreational 7 Print/audio/visual media 77 Accompanying children to places 81 Accompanying adults to places 82 Pick up or drop off other people/get picked up or dropped off (private car, car/van pool, shuttle/limousine)
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From page 74... ...
D-1 5 D+1 Telephone Reminder to return completed survey (motivation call) D+1 6 D+2 Mail Postcard reminder/reset of Diary Day to D+7 D+4 to D+6 7 D+6 Telephone Reminder and check on second opportunity for Diary Day D+6 8 D+9 Mail Postcard reminder and reset of Diary Day to D+14 D+11 to D+13 9 D+13 Telephone Reminder and check on third opportunity for Diary Day D+13 10 D+15 Mail Re-mailing of survey package and reset of Diary Day to D+21 D+17 to D+19 11 D+20 Telephone Reminder and check on fourth opportunity for Diary Day D+20
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From page 75... ...
8 Unit Non-Response, Section 2.2.6 9 Respondent Questions, Section 2.4.3 10 Number and Type of Contacts, Section 2.2.1 11 Computing Response Rates, Section 2.7.1 12 Proxy Reporting, Section 2.2.2 Sample Request for Proposals Template 75
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From page 76... ...
2.22 Eligible Non-Interview Miscellaneous 2.35 3.0 Unknown if housing unit 3.10 Not attempted or worked 3.11 Always busy 3.12 No answer 3.13 Telephone answering device (don't know if housing unit) 3.14 Telecommunication technological barriers, e.g., call blocking 3.15 Technical phone problems 3.16 Housing unit, unknown if eligible respondent 3.20 No screener completed 3.21 Unknown Eligibility, Non-Interview Other 3.90 4.0 Out of sample 4.10 Fax/data line 4.20 Non-working number 4.31 Disconnected number 4.32 Temporarily out of service 4.33 Special technological circumstances 4.40 Number changed 4.41 Cell phone 4.42 Cell forwarding 4.43 Business, government office, other organization 4.51 Institution 4.52 Group quartersa 4.53 No eligible respondent 4.70 Not Eligible Quota filled 4.80 a If specified as ineligible in the survey design.
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From page 77... ...
With regard to survey procedures, the Contractor shall adhere to the following standards, unless specifically exempted in the proposal: • Contractor must provide a caller ID.18 • When an answering machine is reached, Contractor shall leave messages according to the following protocol19: – When an answering machine is reached on the initial recruitment/screening call, a message will be left at least once in the call rotation before classifying the number as nonresponding; – When an answering machine is reached on a reminder telephone call, a message will be left; and – When an answering machine is reached during telephone retrieval of travel information, a message will be left. • Contractor's telephone survey protocols must include a process for complying with call back requests, whether they occur in the recruitment or retrieval portion of a telephone survey.20 • After the sixth request for a call back from the same household, the household may be categorized as a "soft" refusal and therefore eligible for Contractor's "soft refusal" conversion techniques.21 The Contractor shall exert extra effort to contact households that are difficult to contact.
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From page 78... ...
If "no," terminate the validation survey.
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From page 79... ...
It is desirable that the pilot survey also test alternative incentives, if incentives are used, to establish whether a particular population will be responsive to specific incentives.30 In drawing the pretest or pilot survey sample, the Contractor shall use the following approach31: • The main sample must be drawn first, and the pilot survey or pretest sample shall be drawn only from those households or persons who were not drawn for the main sample. When the pilot survey or pretest is being conducted to determine the sample size required for the main survey, two options are possible.
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From page 80... ...
Measure Assumed Value Desired Accuracy Sample Size Measure Assumed Value Desired Accuracy Assumed Variance Sample Size 50% ±5% 384 10 ±1 100 384 50% ±10% 96 10 ±2 100 96 50% ±15% 43 10 ±3 100 43 50% ±20% 24 10 ±4 100 24 60% or 40% ±5% 369 10 ±1 50 192 60% or 40% ±10% 92 10 ±2 50 48 60% or 40% ±15% 41 10 ±3 50 21 60% or 40% ±20% 23 10 ±4 50 12 75% or 25% ±5% 288 7 ±0.5 70 1076 75% or 25% ±10% 72 7 ±1 70 269 75% or 25% ±15% 32 7 ±1.5 70 120 Response Rate 75% or 25% ±20% 18 7 ±2 70 67 10% ±3% 384 7 ±0.5 50 768 10% ±5% 138 7 ±1 50 192 10% ±8% 54 7 ±1.5 50 85 10% ±10% 35 7 ±2 50 48 20% ±3% 683 4 ±0.4 40 960 20% ±5% 246 4 ±0.8 40 240 20% ±8% 96 4 ±1 40 154 20% ±10% 61 4 ±1.5 40 68 30% ±3% 896 4 ±0.4 16 384 30% ±5% 323 4 ±0.8 16 96 30% ±8% 126 4 ±1 16 61 Non-Response to a Question 30% ±10% 81 Household or Person Trip Rate 4 ±1.5 16 27 32 Geocoding Standards, Section 2.5.1 33 Level of Geocoding to be Performed, Section 2.5.2 34 Level of Geocoding to be Performed, Section 2.5.2 35 Item Non-Response, Section 2.2.5
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From page 81... ...
It is required that all variables be coded using multidigit, nested codes. For example, income shall be coded at least to the minimum coding levels and categories shown in Table 7.37 • It is desired that trip purpose/activities be coded using the either the primary, secondary, or tertiary coding categories shown in Table 8.38 Contractor should specify the anticipated level in the proposal; however, the final level of coding will be determined jointly by the Contractor and Agency.
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From page 82... ...
Coding for income categories. Minimum Detail Categories Minimum Coding More Detailed Categories More Detailed Coding Under $5,000 000 Under $10,000 00 $5,000–$9,999 005 $10,000 –$14,999 010 $10,000–$19,999 01 $15,000–$19,999 015 $20,000–$24,999 020 $20,000–$29,999 02 $25,000–$29,999 025 $30,000–$34,999 030 $30,000–$39,999 03 $35,000–$39,999 035 $40,000–$44,999 040 $40,000–$49,999 04 $45,000–$49,999 045 $50,000–$54,999 050 $50,000–$59,999 05 $55,000–$59,999 055 $60,000–$64,999 060 $60,000–$69,999 06 $65,000–$69,999 065 $70,000–$74,999 070 $70,000–$79,999 07 $75,000–$79,999 075 $80,000–$84,999 080 $80,000–$89,999 08 $85,000–$89,999 085 $90,000–$94,999 090 $90,000–$99,999 09 $95,000–$99,999 095 $100,000–$104,999 100 $100,000–$109,999 10 $105,000–$109,999 105 $110,000–$114,999 110 $110,000–$119,999 11 $115,000–$119,999 115 $120,000–$124,999 120 $120,000–$129,999 12 $125,000–$129,999 125 $130,000–$134,999 130 $130,000–$139,999 13 $135,000–$139,999 135 $140,000–$144,999 140 $140,000–$149,999 14 $145,000–$149,999 145 $150,000 and over 15 $150,000 and over 150 Legitimate skip –97 Legitimate skip –97 Don't know –98 Don't Know –98 Refused –99 Refused –99 41 Time of Day to Begin and End Reporting, Section 2.4.8 42 Creation of ID Numbers, Section 2.4.9 43 Creation of ID Numbers, Section 2.4.9 44 Missing Data Imputation, Section 2.6.3
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From page 83... ...
Primary Category Code Secondary Categories Code Tertiary Categories Code Sleeping/napping 011 Sleeping 0110 Preparing a meal/snack 0121 Eating a meal/snack 0122 Preparing/eating meals/snack/drinks 012 Other specified food-related activities 0129 Indoor cleaning 0131 Outdoor cleaning 0132 Gardening/ tending plants 0134 Care of textiles and footwear 0138 Home maintenance/cleaning 013 Other specified home maintenance and cleaning 0139 Paying household bills 0141 Budgeting, organizing, planning 0142 Selling, disposing of household assets 0143 Household management 014 Other specified household management 0149 Showering, bathing, personal grooming 0151 Health/medical care to oneself 0152 Receiving personal care from others 0153 Personal-care activities 015 Other specified personal-care activities 0159 Using telephone (fixed line) (not including telephone shopping)
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From page 84... ...
. Primary Category Code Secondary Categories Code Tertiary Categories Code Homework, study, research 036 n.f.d.
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From page 85... ...
0790 Accompanying children to receive personal services 0811 Accompanying children to receive medical/health services 0812 Accompanying children to school, daycare centers 0813 Accompanying children to sports lessons, etc. 0814 Accompanying children to places 081 Accompanying children to other specified places 0819 Accompanying adults to receive personal services 0821 Accompanying adults to receive medical/health services 0822 Accompanying adults for shopping 0823 Accompanying adults for social activities 0824 Accompanying adults to cultural, sports, and entertainment venues 0825 Accompanying adults to places 082 Accompanying adults to other specified places 0829 Pick up someone or get picked up 0831 Pick up or drop off other people/get picked up or dropped off (private car, car/van pool, shuttle/limousine)
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From page 86... ...
,47 and 3. Partial data from incomplete households.48 Task 10: Analysis of Results The Contractor shall report response rates using the formula developed by the American Association of Public Opinion Research (AAPOR)
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From page 87... ...
The same applies if the sample frame is dwelling units and multiple households occupy some dwelling units. To account for these differential selection probabilities, the following weight should be applied to the households, where a one-to-one relationship between the sample frame and the households does not exist: where wi,sel = selection weight for observation i, and ui = number of times household i is represented in the sample frame.51 4.
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From page 88... ...
8. Establish trip weights by applying person weights to each trip.
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From page 89... ...
The Contractor will assist the Agency in collecting the necessary organizational documentation: the RFPs, proposal submission, contract and modifications, progress reports, key meeting results, key personnel costs, and information about situations that occurred during the survey period. The final report shall include the following as quality indicators: • An overall estimate of item non-response that shall be calculated as the average item-nonresponse and expressed as a percentage to the following key questions53: – Means of travel, – Licensed driver status, – Start time and end time of trip or travel time of trip, and – Vehicle occupancy.
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From page 90... ...
• The variables should be measured as follows: – household size: mean value; – vehicle availability: categories of 0, 1, 2, and 3+; – household income: categories corresponding to those in Table 7; – race: categories of white, black/African American, American Indian/Alaska native, Asian, Native Hawaiian/Pacific Islander, other single race, and two or more races; – age: categories of 0–5, 6–10, 11–14, 15–17, 18–64, 65–74, 75 and over; – gender: male and female. • Total error should be measured using the percentage RMSE statistic defined in Equation 3: where ni = number of variables i; nji = number of categories j in variable i; rij = reference value of variable i in Category j; sij = sample value of variable i in Category j.
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From page 91... ...
5.2.2 Schedule of Work The anticipated project schedule is as follows: • Month, Day, Year: Anticipated Date of Contract Execution • Month, Day, Year: Start of the Pretest • Month, Day, Year: Start Date of the Main Survey Data Collection • Month, Day, Year: Completion of Field Portion of Main Survey Data Collection • Month, Day, Year: Draft Survey Results • Month, Day, Year: Final Survey Report xi n, = 1 if a response to variable i is applicable to respondent n 0 if a response is not applicable,{ } x i n,∗ = 1 if data item i of respondent n is missing 0 otherwise,{ } MVI x x i n i I n N i n i I n N = ∗ == == ∑∑ ∑∑ , , 11 11 58 Number of Missing Values, Section 2.7.7 59 Respondent Burden, Section 2.2.9 60 Transportation Measures of Quality, Section 2.7.2
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From page 92... ...
There are certain dates during which data collection must be suspended. These are as follows: • Year-End Holiday Period: Month, Day, Year–Month, Day, Year • Other National Holidays: Month, Day, Year • Regional Holidays: Month, Day, Year The selected Contractor may recommend alternative or additional dates for suspension of travel data collection.
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