Project Information

Bid Title

Customer Opinion Survey 2026

Issuing Agency

East Bay Municipal Utility District

Location

California

Published Date

Jun 8, 2026

Closing Date

Jun 24, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

The East Bay Municipal Utility District (EBMUD) is soliciting proposals from qualified firms to design, administer, and analyze a multilingual residential customer opinion survey in English, Spanish, and Chinese. The selected consultant will provide survey research services, including questionnaire development, survey administration, data collection and analysis, evaluation of customer messaging related to emergency preparedness and other District priorities, and preparation of survey deliverables. Deliverables include topline results, written and presentation reports, survey datasets and cross-tabulations, presentations to District staff and the Board of Directors, and integration of survey findings into EBMUD’s customer survey dashboard.

Please email RFP responses to Kelly.Zito@ebmud.com by 12 p.m. (PDT) on Wednesday, June 24, 2026.

Questions

If you have questions regarding this RFP, please send an email to Kelly Zito, Manager of Public Affairs and Community Outreach . Questions must be received no later than 4 p.m. on June 19, 2026.

RFP document

Document	Type	Size
RFP Customer Opinion Survey 2026	PDF

Attachment Preview

REQUEST FOR PROPOSAL (RFP)

for Customer Opinion Research - 2026

RFP # 116-202601

ADDENDA

Prospective bidders are responsible for reviewing any

published addenda regarding this bid at

ebmud.com/business-center

CONTACT

Kelly Zito, Public Affairs Manager

(510) 287-0111

kelly.zito@ebmud.com

RESPONSE DUE

June 24, 2026

12:00 p.m. PST

SUBMIT ELECTRONICALLY TO*

Kelly Zito, Public Affairs Manager

kelly.zito@ebmud.com

*Hardcopy proposals will not be accepted

375 ELEVENTH STREET . OAKLAND . CA 94607-4240 . WWW.EBMUD.COM/BUSINESS-CENTER/

EAST BAY MUNICIPAL UTILITY DISTRICT

RFP

for

Customer Opinion Research - 2026

TABLE OF CONTENTS

I. STATEMENT OF WORK

A. SCOPE

B. PROPOSER QUALIFICATIONS

C. SPECIFIC REQUIREMENTS

D. DELIVERABLES / REPORTS

II. CALENDAR OF EVENTS

A. RFP SCHEDULE

III. DISTRICT PROCEDURES, TERMS, AND CONDITIONS

A. RFP ACCEPTANCE AND AWARD

B. EVALUATION CRITERIA/SELECTION COMMITTEE

C. PRICING

D. NOTICE OF INTENT TO AWARD AND PROTESTS

F. INVOICING

IV. RFP RESPONSE SUBMITTAL INSTRUCTIONS AND INFORMATION

A. DISTRICT CONTACTS

B. SUBMITTAL OF RFP RESPONSE

C. RESPONSE FORMAT

ATTACHMENTS

EXHIBIT A – RFP RESPONSE PACKET

EXHIBIT B – INSURANCE REQUIREMENTS

EXHIBIT C – PROFESSIONAL SERVICES AGREEMENT

Customer Opinion Research - 2026 (RFP # 116-202601)

I. STATEMENT OF WORK

A. SCOPE

It is the intent of these specifications, terms, and conditions to describe the services

being requested by the District to develop and administer a 2026 residential consumer

opinion survey. The selected consultant will design, administer, and complete a written

report and presentation on a residential consumer opinion survey conducted in Fall

2026. This work should consider the survey approach used in the past (random digit

dialing, 1,200 interviews of residential consumers in English, Spanish, and Chinese using

a survey instrument/discussion guide 15-20 minutes long) and recommend any changes

to approaches and research tools based on current best practices for data gathering

(e.g., land lines, cell phones, text, emails). Survey respondent makeup should reflect U.S.

Census demographics of service area, including bill-paying and non bill-paying

customers. Consultant will provide all raw data collected and both high-level and

detailed analyses of trends, demographics, key consumer concerns, and opportunities

for improving customer opinion, etc.

East Bay Municipal Utility District (District) intends to award a one-year contract to the

Proposer(s) who best meets the District’s requirements.

B. PROPOSER QUALIFICATIONS

1. Proposer Minimum Qualifications

a. Proposer, Proposer’s principal, or Proposer’s staff shall have been regularly engaged

in the business of providing consumer opinion surveys for at least three (3) years.

b. Proposer shall be responsive in clearly stating the firm’s understanding of the

required work.

c. Proposer’s firm’s technical experience and qualifications in providing these types of

services

d. Proposer shall possess all permits, licenses, and professional credentials necessary to

perform services as specified under this RFP.

C. SPECIFIC REQUIREMENTS

Consult with EBMUD’s survey research project manager to determine issues to be

investigated in the residential consumer opinion research starting in August 2026 and

provide survey instrument drafts for District review by e-mail, with the expectation of

receiving final draft approval from the District by late August 2026.

Page 3

Customer Opinion Research - 2026 (RFP # 116-202601)

EBMUD anticipates engaging a U.C. Berkeley Goldman School of Public Policy intern to

support this project through research and survey development. The selected consultant

will collaborate with the intern and EBMUD staff on survey design and messaging

evaluation as it relates to emergency preparedness.

Translate the final approved survey into Spanish and Chinese, and complete the survey

administration in English, Spanish, and Chinese during late August through mid-

September 2026. This work should be generally consistent with the survey approach

used in previous annual customer surveys for the District (multi-mode, completed 1,200

interviews of residential customers in English, Spanish, and Chinese using a survey

instrument 15- 20 minutes long).

Deliver the survey research top lines (raw data summary) by e-mail within one week of

completing the data collection, anticipated in September 2026, and deliver a draft

PowerPoint presentation analyzing the findings within three weeks for District review.

Provide up to two additional drafts of the presentation materials as requested.

Deliver a draft written report by e-mail summarizing the survey results plus up to two

additional drafts as requested. Upon approval of the final report, deliver 5 bound copies

of the final report and one copy of the report bound with the cross-tabulations of the

data as well as digital versions of these. This deliverable should be completed within

eight weeks of completion of the research.

Present results of survey to project team, Public Affairs Office, senior management

team, and/or as requested prior to presenting results to the full Board or committee.

Present survey results to the EBMUD Board of Directors at the October 13, 2026 Board

meeting. If scheduling changes occur, alternate Board presentation dates may include

October 27, November 10, or November 24, 2026. Assist with any follow-up action

items or Board questions, supplemental analyses, or requested presentation materials

within 2 weeks of the meeting. If requested, present survey results to EBMUD Planning

Committee.

Review 2023 and 2025 Survey Dashboard and integrate 2026 survey findings in a user-

friendly dashboard to review trends and compare survey results. Dashboard updates are

anticipated to occur during November to December 2026.

D. DELIVERABLES / REPORTS

1. Meetings: Initial meeting with EBMUD’s survey research project manager to discuss

objectives, methods, questions, and actionable data. Meetings with EBMUD project team to

discuss questionnaire and finalize survey instrument, discussion guide, and report

guidelines.

Page 4

Customer Opinion Research - 2026 (RFP # 116-202601)

2. Report: Top lines report anticipated by mid-September 2026; draft report and presentation

materials anticipated in late September 2026; final report completed following review and

incorporation of District comments.

3. Presentation: Presentations on final results to Public Affairs Office, senior management

team, Board of Directors (BOD), and, if requested, to EBMUD Planning Committee. BOD

presentation anticipated on October 13, 2026, with alternate presentation dates of October

27, November 10, or November 24, 2026 if needed. Assist with any follow-up action items

or queries related to Board feedback/questions within 2 weeks of the meeting.

4. Dashboard – 2026 Customer survey data, including crosstabs, uploaded into existing

dashboard or in new dashboard that integrates 2023 and 2025 survey results data to enable

users to review trends and compare survey results from both surveys. Dashboard

completion is anticipated during November to December 2026.

II. CALENDAR OF EVENTS

A. RFP Schedule

EVENT

RFP Issued

Response Due

Complete Proposal Review and Evaluation

Vendor Notification

Anticipated Contract Start Date

DATE/LOCATION

June 8, 2026

June 24, 2026 by 12:00 p.m.

July 22, 2026

July 22, 2026

August 5, 2026

Note: All dates are subject to change by District.

Proposers are responsible for reviewing https://www.ebmud.com/business-

center/requests-proposal-rfps/ for any published addenda. Hard copies of addenda

will not be mailed out.

III. DISTRICT PROCEDURES, TERMS, AND CONDITIONS

A. RFP ACCEPTANCE AND AWARD

1. RFP responses will be evaluated by the Selection Committee and will be scored

and ranked in accordance with the RFP section entitled “Evaluation

Criteria/Selection Committee.”

2. The Selection Committee will recommend award to the Proposer who, in its

opinion, has submitted the RFP response that best serves the overall interests of

Page 5

Commodity Codes

• NAICS 541910Marketing Research and Public Opinion Polling

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