2004-2005 Comprehensive Household Travel Data Collection Program
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2004-2005 Comprehensive Household Travel Data Collection Program
2004-2005 Comprehensive Household Travel Data Collection Program MI Travel Counts Final Report Appendices August 31, 2005 Prepared by: MORPACE International Market Research and Consulting 31700 Middlebelt Road, Suite 200 Farmington Hills, Michigan 48334 248-737-3210 Partners and Sub-consultants: 535 Griswold Street Buhl Building, Suite 1525 Detroit, Michigan 48226 3011 W. Grand Blvd. Fisher Building, Suite 1900 Detroit, Michigan 48202 Peter Stopher, Ph.D. Services RLN Transportation Planning Institute of Transport Studies, C37 The University of Sydney PO Box 174 Barryton, Michigan 49305 NSW 2006 List of Appendices 1. 2. 3. 4. 5. 6. 7. 8. Sampling Design Technical Document Final Work Plan Data Methodology Plan Final Pre-Recruitment Letter Person Information Sheet Diary Cover Letter Diary Labels Diary (Without Person Sheet) Appendix 1: Sampling Design Technical Document SAMPLE INTRODUCTION Introduction Practical sample design consists of balancing precision and economics and the diminishing returns associated with increased sample size. Sampling theory shows that the precision of a given design increases as the sample size increases (largely independent of the population size). However, a particular design's associated data collection cost also increases with increases in sample size. Therefore, sample design often begins by asking the following two questions: 1. How much precision is needed? 2. How much precision can we afford? The answer to the first question will depend on the specific goals and objectives of a study. In contemporary travel research this generally refers to estimating the parameters of specific travel models - models that capture the travel patterns and behaviors of households within a given geographic locale. The answer to the second question will depend, of course, on one's budget. Stratification and Travel Inventories - Background Stratification is one of the primary methods used in sampling to increase the overall precision of a survey. Stratification refers to the process whereby a population is divided into a number of separate 'bins' and independent random samples are drawn from those bins. The effectiveness of stratification on reducing sampling error depends on the degree of relationship between the variables used to define the strata and the parameters being measured in the survey. The greater the relationship, the greater the potential decrease in sampling error. Variables commonly used to stratify household travel research samples are the following: • • • Geography Household size, and Number of vehicles in the household. Each of these variables has been shown to have an effect on the number of trips, the type of trips (purpose), and in some localities, the modes used for the trips generated by a given household. A typical travel sample design within a geographic sampling area or stratum is as shown in Table 1. The sample design for many travel surveys begins with obtaining estimates of the distribution of households by household size and the number of automobiles in specific geographic areas (e.g., cities, counties, or metro areas). These estimates usually come 1 from the U.S. Census. These estimates are then used to determine some type of proportional allocation of the sample. Table 1. Typical Travel Sample Design For A Given Piece of Geography HOUSEHOLD 0 SIZE VEHICLES 1 person 2 persons 3 persons 4+ persons 1 VEHICLE 2 3+ VEHICLES VEHICLES If it is decided to maximize the efficiency of the sample design a strict proportional allocation across the cells of the design may be made, i.e., the desired sample size within a given cell will correspond to its relative proportion of the population across all the cells. However, if variance estimates for key parameters in the survey are available, the allocation may be weighted by these estimates as a further strategy for reducing overall sampling error. It was previously noted that generally the reliability of a sample (the amount of sampling error) is a function of the size of the sample, not the size of the population being sampled. Therefore, different estimates of error are associated with different levels of stratification within a survey. At the overall sample level, one has the largest sample size and, correspondingly, the smallest amount of error. However, as the sample size for any given cell in a stratified design gets smaller, the corresponding error for that cell increases. On the surface this might appear to present a contradiction. We use stratification to increase the precision of a survey, but there is an increase in error associated with the smaller sample sizes within the cells of the design. The explanation is the following. 1. We are usually interested in a higher level of aggregation. For example, within a stratum, we would rarely be interested in the trip rates in cross-classification tables for households with three members, one auto, and two workers, versus households with three members, one auto, and three or more workers. To find and interview a sufficient number of households (for statistically reliable results) within both of these data cells would require disproportional sampling, resulting in steep costs for the value of returns. 2. The key parameters of interest in most travel models are estimated using an aggregation of cells across a design. 2 Stratification and MI Travel Counts The sample design for MI Travel Counts divides the State of Michigan into seven geographic strata. Each stratum is defined by a collection of counties or other geographically defined entities that are either geographically contiguous, or similar with respect to the types of travel patterns and behaviors generated by households within those “sampling areas”. The seven strata are the following: 1. 2. 3. 4. 5. 6. 7. SEMCOG Small Cities Upper Peninsula Rural Northern Lower Peninsula Rural Southern Lower Peninsular Rural Transportation Management Areas (TMAs) Small Urban Modeled Areas The geographic definitions for these sampling areas can be found in Appendix A. A total of 2,040 completed households are allocated to each of the geographic strata. This means that all models generated for the various geographic strata of the State of Michigan will be estimated with the same level of precision. It also means that at the modeling stage weights to account for the proportional number of households in each stratum may need to be applied when data is aggregated to a statewide level, in order to adjust for unequal probabilities of selection. Table 2 below shows anticipated weights by stratum, using 2000 5% Public Use Microdata Sample (PUMS) data for the number of households within each stratum. Table 2. Targeted Weight Calculations for Aggregate Statewide Estimates Stratum Targeted Estimated No. of % of Statewide Weighted Sample Households Households Weights Sample SEMCOG 2,040 1,823,128 0.4817 3.3719 6,879 Northern Lower Peninsula Rural 2,040 220,273 0.0582 0.4074 831 Southern Lower Peninsula Rural 2,040 429,448 0.1135 0.7943 1,620 Upper Peninsula Rural 2,040 94,109 0.0249 0.1741 355 TMAs 2,040 578,786 0.1529 1.0705 2,184 Small Cities 2,040 106,900 0.0282 0.1977 403 Small Urban Areas 2,040 532,161 0.1406 0.9842 2,008 14,280 3,784,805 1.0000 14,280 Like many typical travel studies, household size and the number of vehicles in the household will be used to further stratify each geographic stratum. However, the MDOT sample design incorporates an additional level of stratification - the number of workers in a household. 3 The rationale behind this design is that auto sufficiency (the degree to which the number of autos available to a household matches the number of workers in the household), rather than auto ownership and household size, is more highly correlated to travel behavior. Recent travel activity models developed by PBConsult in New York City and Columbus, Ohio both have used auto sufficiency variables as opposed to auto ownership in their activity tour and mode choice models. For the development of activity and tour models, especially when considering joint household travel behavior, the availability of an auto to every worker changes the dynamics of travel behavior for all persons within a household. In general, workers tend to have priority over auto availability, and if there are fewer autos than workers, the other people in the household will have to find alternative modes of travel. Traditional travel sample designs have used auto ownership by household size as basic household characteristics. Sometimes auto ownership has been replaced by household income since these two variables are highly correlated. Auto ownership and household size variables do indeed have strong relationships to travel behavior. These relationships are not ignored when a third variable of importance to travel behavior (number of workers) is added to provide the auto sufficiency design. The agreed upon 3-way stratification results in an increase from 16 cells to 64 cells compared to the 'typical' design (compare Tables 1 and 3). Therefore, under any allocation procedure, the sample sizes in the cells of this design are going to be smaller than those obtained in designs that are stratified using only household size and number of vehicles. A proportional allocation of households to the cells of the design will be made within each geographic stratum. This allocation will be based on U.S. Census 2000 PUMS 5% data. Proportional allocation has two advantages. The first advantage is economic in nature. Proportional allocation will be most efficient for data collection since sample households will be in proportion to their incidence in the population with no oversampling required. The second advantage is analytic. Models generated within a geographic stratum will be self-weighting for that stratum and there will be no accompanying loss of precision due to weighting. Only aggregation of data to the statewide level (or across strata) will require weighting. 4 Table 3. MDOT Design - Household Size by Number of Workers by Number of Vehicles For A Given Piece of Geography NUMBER OF WORKERS 1 PERSON HOUSEHOLDS 0 workers 1 worker 2 workers 3+ workers 2 PERSON HOUSEHOLDS 0 workers 1 worker 2 workers 3+ workers 3 PERSON HOUSEHOLDS 0 workers 1 worker 2 workers 3+ workers 4+ PERSON HOUSEHOLDS 0 workers 1 worker 2 workers 3+ workers 0 VEHICLES 1 VEHICLE 2 VEHICLES 3+ VEHICLES Sample Development and MI Travel Counts As stated, the 2000 PUMS 5% sample for the State of Michigan was used to develop the sample design tables. The smallest geographic stratum in the 5% sample is the PUMA (Public Use Microdata Sample Area) and many of the MDOT geographic strata cross PUMAs. See Appendix B for Michigan PUMA map. For each PUMA, the population was broken out by household size, auto ownership, and number of workers in the household. The number of workers in the household was determined by the person record variable of employment status. To determine the correct population within each geographic stratum, the overall percentage of population by geographic stratum was determined for each PUMA and each data cell within the table of household size by number of autos by number of workers within the PUMA was multiplied by the appropriate percentage and summed for each geographic stratum. 5 The value ranges for each of the household characteristics are: Household size: 1 – 4+ persons Auto Ownership: 0 – 3+ autos Workers: 0 – 3+ persons. This provides 64 feasible cells per geographic area. The household size was limited to four-plus (with MDOT’s concurrence as opposed to the five-plus in the RFP), as households greater than five broken down by the other two variables becomes increasingly rare. In general, the difference between households with 4 members and households with 5 members is an additional child. To have statistical significance, a goal of 30 completed travel inventories (TIs) is desired. (A sample size of 30 provides a sampling margin of error of + 15% at the 90% confidence level.) To achieve 30 samples per cell, some aggregation will be necessary as certain combinations of household characteristics are very rare, and the amount of effort required to reach those households would be inefficient or counter-productive. A sampling design is required that allows cells to be aggregated, yet maintains distinctive characteristics of travel behavior. The first aggregation, as shown in Table 4, is to reduce the cells where both auto ownership and number of workers are greater than the household size. This is a logical collapse of cells, as each household member can only use one vehicle at a time, and any increase in auto ownership will not affect their travel behavior. This reduces the total number of cells to 45. A logical and systematic aggregation scheme that retains travel behavior characteristics would be the most desirable method to combine cells. Table 5 shows the design used for cell combination. The design is based on ‘auto sufficiency’ rather than auto ownership. Auto sufficiency is based on sufficient autos per workers and is derived from the available household characteristics. There are four levels of auto sufficiency: no autos, autos less than workers, autos greater than workers, and autos equal to workers. The blue color band represents households with no autos available. The green cells represent households where the number of autos is less than the number of workers. The yellow cells represent households where the number of autos is equal to the number of workers. Finally the pink cells are for households where the number of autos is greater than the number of workers. Tables 6.1-6.7 show the percentage of population for each stratum broken down into the three household characteristics of household size, auto ownership, and number of workers. These percentages are then used to determine how many households are required for proportional representation in each cell, in order to meet the required total of 2040 households to be represented in each stratum. Tables 7.1-7.7 show the actual number of households targeted by sample cell, without aggregation, for a proportional sample within strata. Tables 8.1-8.7 show the actual 6 number of households required by sample cell, with aggregation. Preceding Tables 8.18.7, a table is provided for sampling margins of error at the 90% confidence level, given various targeted sample cell sizes. Tables 8.1-8.7 show the required target sample design aggregation scheme using the minimum 30 households per cell rule. In general, if any aggregation is required, the first pass is to aggregate within the auto sufficiency variable within a specific household size. This is sufficient except for the zero auto households. The zero-auto households need to be aggregated across household size. This is due to the rarity of zero-auto households outside of one-person households. Aggregation has occurred only as much as necessary to achieve the required 30 travel inventories per cell. Where a combined total is less than 30, a minimum target cell size of 30 has been established. No collapsing has occurred either across auto sufficiency categories or “diagonally” within the auto=workers category. Deviations from targeted sampling data cells within strata will be considered out of the norm for progress. These deviations will be reviewed in full as part of the monthly report and targeted corrective actions will be specified. Succeeding monthly reports will address progress on deviations. It is anticipated that corrective actions will include all of the following: additional recruit and retrieval calls, rescheduling of travel days for households recruited within deviation cells that did not complete diaries for all members, and as a last resort with MDOT’s approval, targeted low income random-digit-dial sampling lists. MORPACE will begin the survey by recruiting twice as many households by sample cell as are required to be completed, as shown in Tables 8.1-8-7. As the survey progresses, MORPACE will adjust recruitment rates upwards or downwards as required to reach the specified completed household sample cell goals within the seven geographic strata. As shown by the sampling margins of error chart preceding Table 7.1, deviations from targeted data cell sizes will have a greater impact on the statistical significance of smaller sized data cells than on larger sized cells. To the degree that the numbers of samples collected closely matches the required number in the design, samples within strata can be self-weighting. . 7 Table 4 Aggregation of cells where autos > household size Workers 0 HHSize =1 Autos 1+ Total 0 HHSize =2 Autos 1 2+ Total 0 HHSize =3 Autos 1 2 3+ Total HHSize =4+ Autos 0 1 2 3+ Total 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 8 Table 5 Auto Sufficiency Design Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total HHSize =1 Autos 0 1+ Total HHSize =2 Autos 0 1 2+ Total HHSize =3 Autos 0 1 2 3+ Total HHSize =4+ Autos 0 1 2 3+ Total 9 Table 6.1 SEMCOG Percentage of Population by Household Size, Autos Owned, No. of Workers Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 3.77 1.15 HHSize =1 Autos 1+ 9.08 13.36 4.92 22.44 Total 12.85 14.51 27.36 0 0.87 0.60 0.28 HHSize =2 Autos 1 2+ 3.56 4.35 3.66 5.92 1.48 10.36 1.75 8.71 0 0.30 0.38 0.17 0.04 0.89 HHSize =3 Autos 1 2 3+ 0.67 0.57 0.20 2.03 2.38 0.98 0.78 3.84 1.97 0.17 0.52 1.56 3.64 7.31 4.72 0 0.47 0.53 0.27 0.14 1.40 HHSize =4+ Autos 1 2 0.72 0.53 1.86 4.27 1.19 6.06 0.36 0.95 4.13 11.81 Total 8.78 10.17 12.12 20.62 31.08 3+ 0.23 1.28 2.76 3.40 7.67 Total 1.75 5.76 6.75 2.30 16.56 Total 1.96 7.94 10.27 4.84 25.01 10 Table 6.2 Small Cities Percentage of Population by Household Size, Autos Owned, No. of Workers HHSize =1 Autos Workers 0 1 2 3+ Total 0 3.34 0.88 1+ 10.60 11.22 Total 13.94 12.10 4.22 21.82 26.04 HHSize =2 Workers 0 1 2 3+ Total 0 0.59 0.39 0.25 1 4.26 3.33 1.57 Autos 2+ 7.36 7.20 10.98 Total 12.21 10.92 12.80 1.23 9.16 25.53 35.92 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 0.14 0.25 0.12 0.04 0.55 0 0.11 0.22 0.16 0.07 0.56 Autos 2 0.52 2.06 3.68 0.47 6.73 3+ 0.23 0.97 2.20 1.53 4.94 Total 1.40 5.07 6.72 2.19 15.39 HHSize =4+ Autos 1 2 0.44 0.38 1.45 3.45 1.07 6.30 0.28 0.92 3.23 11.06 3+ 0.19 1.24 3.34 3.02 7.79 Total 1.12 6.36 10.87 4.29 22.64 1 0.51 1.79 0.72 0.15 3.17 11 Table 6.3 Upper Peninsula Rural Percentage of Population by Household Size, Autos Owned, No. of Workers HHSize =1 Autos Workers 0 1 2 3+ Total 0 4.25 1.03 1+ 12.07 10.70 Total 16.32 11.72 5.28 22.77 28.05 HHSize =2 Workers 0 1 2 3+ Total 0 0.67 0.39 0.24 1 4.84 3.40 1.50 Autos 2+ 8.36 7.43 9.70 Total 13.87 11.21 11.45 1.30 9.73 25.49 36.53 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 0.10 0.27 0.12 0.04 0.52 0 0.09 0.18 0.13 0.03 0.43 Autos 2 0.62 2.07 3.49 0.47 6.64 3+ 0.27 1.02 2.12 1.31 4.72 Total 1.45 5.05 6.32 1.99 14.81 HHSize =4+ Autos 1 2 0.42 0.38 1.45 3.04 1.02 5.90 0.27 0.84 3.16 10.16 3+ 0.12 1.03 2.94 2.78 6.87 Total 1.01 5.70 9.98 3.92 20.61 1 0.47 1.70 0.59 0.18 2.93 12 Table 6.4 Northern Lower Peninsula Rural Percentage of Population by Household Size, Autos Owned, No. of Workers HHSize =1 Autos Workers 0 1 2 3+ Total 0 3.28 0.68 1+ 11.99 10.14 Total 15.28 10.82 3.97 22.13 26.10 HHSize =2 Workers 0 1 2 3+ Total 0 0.50 0.40 0.17 1 5.41 3.09 1.33 Autos 2+ 9.26 7.23 10.10 Total 15.17 10.72 11.61 1.07 9.83 26.60 37.50 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 0.11 0.20 0.14 0.05 0.50 0 0.10 0.16 0.16 0.09 0.51 Autos 2 0.54 2.18 3.38 0.40 6.50 3+ 0.21 1.04 2.23 1.39 4.88 Total 1.41 5.09 6.42 1.96 14.88 HHSize =4+ Autos 1 2 0.47 0.44 1.33 3.23 1.12 6.00 0.18 0.78 3.10 10.46 3+ 0.21 1.19 3.22 2.83 7.46 Total 1.22 5.92 10.50 3.88 21.52 1 0.54 1.66 0.67 0.13 3.01 13 Table 6.5 Southern Lower Peninsula Rural Percentage of Population by Household Size, Autos Owned, No. of Workers Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 2.77 0.80 3.57 0 0.55 0.43 0.25 1.23 HHSize =1 Autos 1+ 9.52 11.43 Total 12.28 12.23 20.95 24.51 HHSize =2 Autos 1 2+ 3.73 6.44 3.23 7.12 1.55 11.63 8.50 Total 10.72 10.78 13.42 25.19 34.92 0 0.17 0.24 0.12 0.04 0.57 HHSize =3 Autos 1 2 0.53 0.49 1.87 2.08 0.77 3.86 0.13 0.47 3.30 6.89 3+ 0.22 0.99 2.30 1.70 5.21 Total 1.40 5.18 7.05 2.33 15.97 0 0.15 0.24 0.17 0.08 0.64 HHSize =4+ Autos 1 2 0.42 0.40 1.52 3.76 1.01 6.75 0.30 1.01 3.26 11.91 3+ 0.22 1.39 3.74 3.44 8.79 Total 1.20 6.91 11.66 4.83 24.60 14 Table 6.6 TMAs Percentage of Population by Household Size, Autos Owned, No. of Workers HHSize =1 Autos Workers 0 1 2 3+ Total 0 2.86 0.91 1+ 8.45 12.65 Total 11.31 13.56 3.77 21.10 24.87 HHSize =2 Workers 0 1 2 3+ Total 0 0.60 0.44 0.22 1 3.29 3.51 1.51 Autos 2+ 4.91 6.26 12.02 Total 8.80 10.21 13.76 1.26 8.32 23.19 32.77 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 0.26 0.25 0.12 0.05 0.68 0 0.21 0.30 0.16 0.11 0.78 Autos 2 0.43 2.09 4.15 0.55 7.22 3+ 0.17 0.89 2.22 1.71 4.99 Total 1.51 5.16 7.13 2.49 16.30 HHSize =4+ Autos 1 2 0.53 0.45 1.74 4.18 1.11 7.08 0.36 1.03 3.75 12.73 3+ 0.22 1.38 3.50 3.71 8.80 Total 1.40 7.60 11.85 5.21 26.06 1 0.66 1.92 0.65 0.17 3.40 15 Table 6.7 Small Urban Modeled Areas Percentage of Population by Household Size, Autos Owned, No. of Workers HHSize =1 Autos Workers 0 1 2 3+ Total 0 3.00 0.72 1+ 9.77 11.46 Total 12.77 12.18 3.73 21.23 24.95 HHSize =2 Workers 0 1 2 3+ Total 0 0.58 0.46 0.25 1 3.87 3.34 1.46 Autos 2+ 6.47 6.89 11.51 Total 10.93 10.69 13.22 1.29 8.67 24.87 34.83 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total 0 0.18 0.27 0.14 0.04 0.62 0 0.15 0.24 0.19 0.10 0.68 Autos 2 0.45 2.06 3.82 0.50 6.83 3+ 0.17 0.90 2.19 1.70 4.96 Total 1.36 5.10 6.96 2.38 15.80 HHSize =4+ Autos 1 2 0.43 0.43 1.47 3.72 1.09 6.84 0.30 0.99 3.29 11.98 3+ 0.23 1.24 3.46 3.52 8.46 Total 1.24 6.68 11.58 4.91 24.41 1 0.57 1.87 0.81 0.14 3.39 16 Table 7.1 SEMCOG Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 77 23 1+ 185 273 Total 262 296 100 458 558 HHSize =2 Workers 0 1 2 3+ Total 0 18 12 6 1 73 75 30 Autos 2+ 89 121 211 Total 179 208 247 36 178 421 634 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 6 8 3 1 18 0 10 11 5 3 29 Autos 2 12 48 78 11 149 3+ 4 20 40 32 96 Total 36 118 138 47 338 HHSize =4+ Autos 1 2 15 11 38 87 24 124 7 19 84 241 3+ 5 26 56 69 156 Total 40 162 210 99 510 1 14 41 16 3 74 2040 17 Table 7.2 Small Cities Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation Workers 0 1 2 3+ 0 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 68 18 0 0 12 8 5 25 HHSize =1 Autos 1+ 216 229 Total 284 247 445 531 HHSize =2 Autos 1 2+ 87 150 68 147 32 224 187 Total 249 223 261 521 733 0 3 5 2 1 11 HHSize =3 Autos 1 2 10 11 37 42 15 75 3 9 65 137 3+ 5 20 45 31 101 Total 29 104 137 45 314 0 2 4 3 1 11 HHSize =4+ Autos 1 2 9 8 30 70 22 129 6 19 66 226 3+ 4 25 68 62 159 Total 23 130 222 88 462 2040 18 Table 7.3 Upper Peninsula Rural Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 87 21 1+ 246 218 Total 333 239 108 465 572 HHSize =2 Workers 0 1 2 3+ Total 0 14 8 5 1 99 69 31 Autos 2+ 171 152 198 Total 283 229 233 27 199 520 745 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 2 5 2 1 11 0 2 4 3 1 9 Autos 2 13 42 71 10 135 3+ 5 21 43 27 96 Total 30 103 129 41 302 HHSize =4+ Autos 1 2 8 8 30 62 21 120 6 17 64 207 3+ 2 21 60 57 140 Total 21 116 204 80 421 1 10 35 12 4 60 2040 19 Table 7.4 Northern Lower Peninsula Rural Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 67 14 1+ 245 207 Total 312 221 81 451 532 HHSize =2 Workers 0 1 2 3+ Total 0 10 8 4 1 110 63 27 Autos 2+ 189 148 206 Total 309 219 237 22 201 543 765 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 2 4 3 1 10 0 2 3 3 2 10 Autos 2 11 45 69 8 133 3+ 4 21 46 28 100 Total 29 104 131 40 304 HHSize =4+ Autos 1 2 10 9 27 66 23 122 4 16 63 213 3+ 4 24 66 58 152 Total 25 121 214 79 439 1 11 34 14 3 61 2040 20 Table 7.5 Southern Lower Peninsula Rural Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 56 16 1+ 194 233 Total 251 249 73 427 500 HHSize =2 Workers 0 1 2 3+ Total 0 11 9 5 1 76 66 32 Autos 2+ 131 145 237 Total 219 220 274 25 173 514 712 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 3 5 2 1 12 0 3 5 3 2 13 Autos 2 10 42 79 10 141 3+ 4 20 47 35 106 Total 29 106 144 48 326 HHSize =4+ Autos 1 2 9 8 31 77 21 138 6 21 66 243 3+ 5 28 76 70 179 Total 24 141 238 99 502 1 11 38 16 3 67 2040 21 Table 7.6 TMAs Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 58 19 77 0 12 9 4 26 HHSize =1 Autos 1+ 172 258 Total 231 277 431 507 HHSize =2 Autos 1 2+ 67 100 72 128 31 245 170 Total 180 208 281 473 668 0 5 5 2 1 14 HHSize =3 Autos 1 2 13 9 39 43 13 85 4 11 69 147 3+ 3 18 45 35 102 Total 0 4 6 3 2 16 HHSize =4+ Autos 1 2 11 9 36 85 23 144 7 21 76 260 3+ 4 28 71 76 180 Total 31 105 145 51 332 29 155 242 106 532 2040 22 Table 7.7 Small Urban Modeled Areas Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers Without Aggregation Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 61 15 76 0 12 9 5 26 HHSize =1 Autos 1+ 199 234 Total 261 248 433 509 HHSize =2 Autos 1 2+ 79 132 68 141 30 235 177 Total 223 218 270 507 711 0 4 5 3 1 13 HHSize =3 Autos 1 2 12 9 38 42 17 78 3 10 69 139 3+ 3 18 45 35 101 Total 28 104 142 49 322 0 3 5 4 2 14 HHSize =4+ Autos 1 2 9 9 30 76 22 140 6 20 67 244 3+ 5 25 71 72 173 Total 25 136 236 100 498 2040 23 For Tables 8.1 to 8.7, estimates of the sample margins of error for various sample cell sizes are presented below. These estimates are based on the SRS (simple random sample) formula for estimating the error of a dichotomous variable where the population parameter equals 50% and the confidence level is 90%. Sample Size 30 70 100 130 170 200 250 300 350 400 450 500 550 600 650 700 800 900 1000 2040 Error + 15.0% + 10.0% + 8.2% + 7.2% + 6.3% + 6.8% + 5.2% + 4.7% + 4.4% + 4.1% + 3.9% + 3.7% + 3.5% + 3.3% + 3.2% + 3.1% + 2.9% + 2.7% +2.6% + 1.8% 24 Table 8.1 SEMCOG Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 100 100 1+ 185 273 Total 458 558 HHSize =2 Workers 0 1 2 3+ Total 0 36 36 1 73 75 30 Autos 2+ 89 121 211 178 421 Total 634 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 47 1 41 Autos 2 30 68 78 30 3+ 40 32 47 HHSize =4+ Autos 0 1 2 31 38 87 124 50 Total 338 3+ Total 82 69 510 2040 25 Table 8.2 Small Cities Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 86 86 0 47 HHSize =1 Autos 1+ 216 229 445 531 HHSize =2 Autos 2+ 1 87 150 68 147 32 224 187 0 Total Total 521 HHSize =3 Autos 1 2 46 37 42 75 30 733 3+ Total 45 31 314 0 HHSize =4+ Autos 1 2 46 70 30 129 47 3+ Total 68 62 462 2040 26 Table 8.3 Upper Peninsula Rural Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 108 108 1+ 246 218 Total 465 572 HHSize =2 Workers 0 1 2 3+ Total 0 47 1 99 69 31 Autos 2+ 171 152 198 199 520 Total 745 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 1 35 30 Autos 2 49 42 71 3+ Total 43 30 302 HHSize =4+ Autos 0 1 2 39 30 62 120 44 3+ Total 60 57 421 2040 27 Table 8.4 Northern Lower Peninsula Rural Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 81 81 1+ 245 207 Total 451 532 HHSize =2 Workers 0 1 2 3+ Total 0 42 1 110 63 30 Autos 2+ 189 148 206 201 543 Total 765 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 1 34 30 Autos 2 47 45 69 3+ Total 46 30 304 HHSize =4+ Autos 0 1 2 47 66 30 122 43 3+ Total 66 58 439 2040 28 Table 8.5 Southern Lower Peninsula Rural Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation HHSize =1 Autos Workers 0 1 2 3+ Total 0 73 73 1+ 194 233 Total 427 500 HHSize =2 Workers 0 1 2 3+ Total 0 50 1 76 66 32 Autos 2+ 131 145 237 173 514 Total 712 HHSize =3 Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 1 38 30 Autos 2 45 42 79 3+ Total 47 35 326 HHSize =4+ Autos 0 1 2 50 31 77 138 48 3+ Total 76 70 502 2040 29 Table 8.6 TMAs Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 77 77 0 56 HHSize =1 Autos 1+ 172 258 431 507 HHSize =2 Autos 1 2+ 67 100 72 128 31 245 170 0 Total Total 473 HHSize =3 Autos 1 2 43 39 43 85 30 668 3+ Total 45 35 332 HHSize =4+ Autos 0 1 2 52 36 85 144 51 3+ Total 71 76 532 2040 30 Table 8.7 Small Urban Areas Number of Sample Households Targeted by Household Size, Autos Owned, and No. of Workers With Aggregation Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Workers 0 1 2 3+ Total Total 0 76 76 0 53 HHSize =1 Autos 1+ 199 234 433 509 HHSize =2 Autos 1 2+ 79 132 68 141 30 235 177 0 Total Total 507 HHSize =3 Autos 1 2 42 38 42 78 30 711 3+ Total 45 35 322 0 HHSize =4+ Autos 1 2 48 30 76 140 48 3+ Total 71 72 498 2040 31 Sample Selection and Monitoring for MI Travel Counts Obtaining the Sample Based on the final approved sampling design, MORPACE purchases a list-assisted, random-digit-dial (RDD) sample for the MDOT Comprehensive Household Data Collection Pilot and Program. List-assisted refers to the use of commercial lists of directory-listed telephone numbers to increase the likelihood of dialing household residences. When this method is used, unlisted telephone numbers and directory-listed telephone numbers have the same probability of selection. During this process, banks of 100 consecutive telephone numbers (i.e., 910-341-5800 to 910-341-5899) will be constructed and compared to a database containing the count of directory-listed residential telephone numbers in each bank. The banks that contain zero directory-listed telephone numbers will be deleted from the sampling frame. This greatly increases the chance of dialing residential households. Obviously, the deleted banks will contain some residential telephone numbers. However, recent research has shown that less than two percent of the residential telephone numbers nationally are located in 100banks with zero directory-listed numbers. MORPACE purchases the stratified, list-assisted RDD sample for MI Travel Counts from the GENESYS Sampling System, a division of Marketing Systems Group (MSG) in Fort Washington, Pennsylvania. Founded in 1987, GENESYS Sampling Systems is a fullservice sampling company that provides a wide variety of services to the research community. GENESYS has a highly effective ID Plus screening process that works to eliminate non-working numbers from the sampling frame. Monitoring the Sample The MORPACE-PB team will monitor sampling progress for key variables of interest by geographic sampling area. The key variables by stratum will be household size, number of vehicles, number of workers, income category, number of visitors, trip rates per person, and mode of transportation. Missing item responses for these variables will also be tracked. The monitoring system will be in the form of a programmed CATI tally collected in real-time and available to MORPACE project personnel, MDOT staff, and PB via modem connection. A copy of this computerized tally will be faxed to MDOT with the weekly status report. Monitoring will be carefully tailored to the individual needs and concerns of MDOT, the modeling requirements, and the results of the Pilot. The purpose of aggregating data cells with small sample sizes (less than 30) is because: 1. It is impractical from a data collection efficiency viewpoint to collect the precise number of interviews in each of the pre-combined cells. These cells are by definition difficult to find in the general population; and 2. It is unlikely that information such as trip rates will be analyzed for these cells, given their very small sample sizes; and 32 3. Sampling precision is sufficient and is calculated at the aggregate cell level. Deviations from targeted sampling data cells within strata will be considered out of the norm for progress. These deviations will be reviewed in full as part of the monthly report and targeted corrective actions will be specified. Succeeding monthly reports will address progress on deviations. It is anticipated that corrective actions will include all of the following: additional recruit and retrieval calls, rescheduling of travel days for households recruited within deviation cells that did not complete diaries for all members, and as a last resort with MDOT’s approval, targeted low income random-digit-dial sampling lists. In additional to data cell monitoring within strata, attention will be given to monitoring the representation of recruited and completed households by sub-geographic areas within strata. For this purpose, Appendix A includes a sample allocation guide for both the recruit and retrieval data collection efforts to serve as the CATI sample in-stratum monitoring system. These tables show the expected proportional breakdown of each stratum by its relevant sub-geographic components, i.e. counties, cities, or townships. Corresponding 2000 household census counts are converted to proportional percents and the number of expected recruited/completed households per sub-geographic area. Based on the MI Travel Counts Pilot experience, MORPACE estimates that, on average, twice as many household will need to be recruited in each stratum as are required to complete the travel inventories. The in-stratum sample monitoring will be maintained on a continuous basis and results will be a part of each interim monthly report. If problems are found, corrective actions will include all of the possible actions listed in the paragraph above. The goal is approximate proportional sub-geographic representation. Response Rates and Sample Disposition How different consultants compute response rates for travel inventories is a highly controversial topic. Everyone adheres to the CASRO guidelines; however these guidelines are a calculation based on the number of eligible sample numbers, the number of ineligible (non-working and business) numbers, the number of unknown eligibility numbers, and the number of completed interviews—and different researchers have different definitions for these categories. For example, if a household respondent hangs up the phone before the interviewer gets through the introduction, is this an eligible number or does it remain an unknown eligibility number? Are all the non-working numbers screened out by the GENESYS ID Plus system counted as ineligible numbers in the CASRO computation? Generally recruitment response rates that include all noncontact and contact numbers in the sampling frame are over 30% for the recruitment interview, based on USDOT/Westat developed criteria for the 2001 NHTS. MORPACE achieved these rates for the NHTS Add-On studies monitored by USDOT, and expects to achieve or exceed this rate for MI Travel Counts. Reporting of response rates for both the recruit and retrieval interview will be included in the monthly report that will be reviewed by PB, Peter Stopher, and MDOT. 33 PB will submit a written review and their comments as to the status of sampling quality, within five working days of MORPACE’s monthly report. The latter will be submitted the 1st of each month (or the closest business day after the first of each month.) MORPACE’s CATI and scheduling system tracks and documents the disposition of all calls. Refusals are coded in the system as uninformed refusals (which are considered “soft refusals”) and “hard refusals” (where the respondent asked never to be called again or was hostile or belligerent). Uninformed (soft) refusal numbers are households where the respondent hung-up before the interviewer was able to get through the introduction. These numbers are “rested” for a 7-day period and then retried until a minimum of 8 calls are made over different days of the week and at different times, or a refusal or complete is secured. Soft refusals are referred to MORPACE’s refusal conversion process. (Senior, specially trained interviewers re-contact the household on a different day and attempt to complete the interview). Hard refusals are not called back. These are where the respondent specifically asked to be removed from the sample list, or the respondent was threatening or abusive in their refusal. MORPACE’s completion rates for households (where complete and verified travel information has been collected from all members of the households recruited) are around 55% of all households recruited. Final monitoring of households to stratum will be based on geocoding of completed home addresses to TAZs, while interim real-time tracking will be based on respondents self-identification of their county, city, and where relevant their township. (See the county, city, township questions that will be asked as part of the recruit.) The MORPACE-PB senior project team staff will meet in Lansing with the MDOT project manger and other staff on a monthly basis to review sampling quality control and status. This monthly meeting will include discussion of cell target success and sampling quality control, specifically after 2000 and 4000 samples have been collected. 34 Appendix A: Geographic Definitions of Sampling Areas and Allocation Guide for In-Area Geographic Sample Monitoring 1: SEMCOG Number of Households % Completed Sample Size Recruited Sample Size Livingston County Macomb County 55,384 309,203 3.00% 16.76% 61 342 122 684 Monroe County Oakland County 53,772 471,115 2.91% 25.53% 59 521 119 1042 St. Clair County Washtenaw County 62,072 125,327 3.36% 6.79% 69 139 137 277 Out Wayne County City of Detroit Total 1 436,570 331,870 1,845,313 23.66% 17.98% 100.00% 483 367 2040 965 734 4080 Adrian 7,908 5.99% 122 244 Albion Alma 3,252 3,220 2.46% 2.44% 50 50 100 99 Alpena Belding 4,874 2,185 3.69% 1.65% 75 34 151 68 Big Rapids Cadillac 3,388 4,118 2.57% 3.12% 52 64 105 127 Cheboygan Coldwater 2,146 4,058 1.63% 3.07% 33 63 66 125 Dowagiac Escanaba 2,421 5,800 1.83% 4.39% 37 90 75 179 Gladstone Greenville 2,126 3,303 1.61% 2.50% 33 51 66 102 Hastings Hillsdale 2,759 3,067 2.09% 2.32% 43 47 85 95 Houghton Ionia 2,114 2,421 1.60% 1.83% 33 37 65 75 Iron Mountain Ironwood 3,458 2,841 2.62% 2.15% 53 44 107 88 Ishpeming Kingsford 2,915 2,352 2.21% 1.78% 45 36 90 73 Lapeer Ludington 3,443 3,690 2.61% 2.79% 53 57 106 114 Manistee Marquette 2,912 8,071 2.21% 6.11% 45 125 90 249 Marshall Menominee 3,111 4,063 2.36% 3.08% 48 63 96 126 Mt. Pleasant Owasso 8,449 6,340 6.40% 4.80% 131 98 261 196 Petoskey Sault Ste Marie 2,700 5,742 2.04% 4.35% 42 89 83 177 South Haven 2,095 1.59% 32 65 2: Small Cities 35 2. Small Cities (continued) Sturgis Tecumseh Number of Households % Completed Sample Size Recruited Sample Size 4,293 3,499 3.25% 2.65% 66 54 133 108 2,910 132,044 2.20% 100.00% 45 2040 90 4080 Alger County Baraga County 3,785 3,353 4.34% 3.84% 89 78 177 157 Chippewa County Delta County 7,732 7,910 8.86% 9.07% 181 185 362 370 Dickinson County Gogebic County 5,576 4,584 6.39% 5.26% 130 107 261 214 Houghton County Iron County 11,679 5,748 13.39% 6.59% 273 134 546 269 998 2,481 1.14% 2.84% 23 58 47 116 5,067 14,781 5.81% 16.95% 119 346 237 691 Menominee County Ontonagon County 6,466 3,456 7.41% 3.96% 151 81 302 162 Schoolcraft County Total 3 3,606 87,222 4.13% 100.00% 84 2040 169 4080 Alcona County Alpena County 5,132 7,944 2.49% 3.85% 51 79 102 157 Antrim County Arenac County 9,222 6,710 4.47% 3.26% 91 66 183 133 Benzie County Cheboygan County 6,500 8,689 3.15% 4.22% 64 86 129 172 Charlevoix County Clare County 10,400 12,686 5.05% 6.16% 103 126 206 251 5,625 9,877 2.73% 4.79% 56 98 111 196 Gladwin County Grand Traverse County 10,561 2,901 5.12% 1.41% 105 29 209 57 Iosco County Kalkaska County 11,727 6,428 5.69% 3.12% 116 64 232 127 Lake County Leelanau County 4,704 6,679 2.28% 3.24% 47 66 93 132 Manistee County Mason County 6,948 7,716 3.37% 3.74% 69 76 138 153 Missaukee County Montmorency County 5,450 4,455 2.64% 2.16% 54 44 108 88 Ogenaw County Osceola County 8,842 8,861 4.29% 4.30% 88 88 175 175 Oscoda County 3,921 1.90% 39 78 Three Rivers Total 2 3: Upper Peninsula Rural Keeweenaw County Luce County Mackinac County Marquette County 4: Northern Lower Peninsula Crawford County Emmet County 36 4: Northern Lower Peninsula (continued) Number of Households % Completed Sample Size Recruited Sample Size Otsego County Presque Isle County 8,995 6,155 4.36% 2.99% 89 61 178 122 Roscommon County Wexford County Total 4 11,250 7,706 206,084 5.46% 3.74% 100.00% 111 76 2040 223 153 4080 Allegan County 31,567 8.08% 165 330 Barry County Berrien County 18,276 19,148 4.68% 4.90% 95 100 191 200 Branch County Calhoun County 12,291 10,848 3.15% 2.78% 64 57 128 113 Cass County Gratiot County 11,449 11,281 2.93% 2.89% 60 59 120 118 Hillsdale County Huron County 14,268 14,597 3.65% 3.74% 75 76 149 152 Ionia County Isabella County 16,000 13,976 4.10% 3.58% 84 73 167 146 Lapeer County Lenawee County 27,286 24,523 6.99% 6.28% 143 128 285 256 Mecosta County Montcalm County 11,527 18,776 2.95% 4.81% 60 98 120 196 Muskegon County Newaygo County 2,432 17,599 0.62% 4.51% 13 92 25 184 9,778 3,980 2.50% 1.02% 51 21 102 42 Sanilac County Shiawassee County 16,871 20,556 4.32% 5.26% 88 107 176 215 St. Joseph County Tuscola County 16,178 21,454 4.14% 5.49% 85 112 169 224 Van Buren County Total 5 25,890 390,551 6.63% 100.00% 135 2040 270 4080 Flint= Genesee County 169,825 29.34% 599 1197 Grand Rapids Area = 236,537 40.87% 834 1667 5: Southern Lower Peninsula Oceana County Ottawa County 6: TMAs Kent County, City of Hudsonville, and Townships of Jamestown, Georgetown, Tallmadge, and Allendale 37 6: TMAs (continued) Lansing Area = Number of Households % Completed Sample Size Recruited Sample Size 172,413 29.79% 608 1215 578,775 100.00% 2040 4080 36,889 6.76% 138 276 156,129 28.61% 584 1167 29,940 5.49% 112 224 41,284 7.57% 154 309 Jackson County 58,168 10.66% 217 435 Kalamazoo County 93,479 17.13% 349 699 Counties of Clinton, Eaton, and Ingham Total 6 7: Small Urban Modeled Areas Battle Creek Area = Cities of Battle Creek and Springfield; Townships of Bedford, Pennfield, Emmett Leroy, and Newton Bay City/ Saginaw/ Midland Area = Counties of Bay, Saginaw and Midland Benton Harbor/ St. Joseph Area = Cities of Benton Harbor, St. Joseph, Shoreham, Stevensville, and Bridgeman Townships of St. Joseph, Benton, Sodus, Rayalton, Lincoln, and Lake Holland Area = Cities of Holland and Zeeland Townships of Laketown, Overisel, Fillmore, Park, Holland, Zeeland, Port Sheldon, Olive, and Blendon 38 7: Small Urban Modeled Areas (continued) Muskegon/Grand Haven Area = Number of Households % Completed Sample Size Recruited Sample Size 80,244 14.71% 300 600 20,287 3.72% 76 152 29,252 5.36% 109 219 545,672 100.00% 2040 4080 Cities of Norton Shores, Roosevelt Park, North Muskegon, Muskegon, Whitehall, Grand Haven, Ferrysburg, Spring Lake, and Muskegon Heights Townships of White River, Montague, Blue Lake, Holton, Cedar Creek, Dalton, Fruitand, Laketon, Muskegon, Egelston, Sullivan, Fruitport, Norton Shores, Spring Lake, Crockery, Robinson, and Grand Haven Niles Area = Cities of Niles, Buchanan, and Edwardsburg Townships of Niles, Howard, Milton, Bertrand, Buchanan, and Ontwa Traverse City Area = Traverse City and Townships of Elmwood, Long Lake, Green Lake, Blair, Garfield, Peninsula, Acme, White Water, and East Bay Total 7 39 Appendix B: Map of Michigan Public Use Microdata Areas (PUMAs) 40 2004-2005 Comprehensive Household Travel Data Collection Program MI Travel Counts Final Report Appendices August 31, 2005 Prepared by: MORPACE International Market Research and Consulting 31700 Middlebelt Road, Suite 200 Farmington Hills, Michigan 48334 248-737-3210 Partners and Sub-consultants: 535 Griswold Street Buhl Building, Suite 1525 Detroit, Michigan 48226 3011 W. Grand Blvd. Fisher Building, Suite 1900 Detroit, Michigan 48202 Peter Stopher, Ph.D. Services RLN Transportation Planning Institute of Transport Studies, C37 The University of Sydney PO Box 174 Barryton, Michigan 49305 NSW 2006 Appendix 2: Final Work Plan MDOT Comprehensive Household Travel Data Collection Work Program November 25, 2003 – FINAL Milestone Payment #1 Task #1 Planned Submission MDOT MTG MDOT Approval Design Task 11-12-03 1a. Project Kickoff and Work Program meeting with MDOT and subcontractors to Kickoff project and distribute/review Draft Work Plan. MDOT comments to MORPACE by 11-14-03. 11-12-03 1b. MORPACE distribution/discussion of general diary format types to MDOT and subcontractors. Meeting between MDOT and MORPACE to discuss/review general diary format set for 11-20-03. 11-19-03 1c. MORPACE submits Final Work Plan to MDOT for review and final approval. 11-24-03 1d. MDOT approves Final Work Plan. Milestone Payment #2-3-4 Task #2A-3A-4A Planned Submission MDOT MTG MDOT Approval Design Task 11-19-03 2A1. MORPACE submits to MDOT memorandum from Stopher and Donnelly regarding recommendations on general format of diary required to meet MDOT travel demand modeling objectives. Meeting between MORPACE and MDOT to discuss the general diary format set for 11-20-03. 11-18-03 2A2. MORPACE submits Draft Initial Pre-Recruitment Letter to MDOT for preliminary review for meeting on 1120-03. 11-18-03 2A3. MORPACE submits Draft Initial Recruitment Instrument to MDOT for preliminary review for meeting on 1120-03. 11-18-03 Planned Submission MDOT MTG MDOT Approval 11-20-03 2A4. MORPACE submits Draft Initial Reminder Call Script to MDOT for preliminary review for meeting on 11-2003. Design Task 2A5. Meeting with MORPACE and MDOT to explain/review/clarify diary format memorandum and Draft Initial Recruit/Reminder Script, Letter, and Instrument. MORPACE will submit draft initial diary to MDOT on 11-25-03 for review and comment. MORPACE will submit revised draft initial diary on 12-08-03 for review and comment. MORPACE will submit initial recruitment letter and reminder script and recruitment instrument to MDOT on 0116-04. Approval of these initial items set for 01-23-04. 11-21-03 2A6. MDOT Approval of general diary format. Examples distributed 11-12-03 Kickoff meeting, and diary format memorandum from Stopher/Donnelly memorandum of 11-18-03. 11-25-03 2A7. MORPACE submits Draft Initial Household Travel Data Collection Instrument (Diary) to MDOT for review. The Review Team and MORPACE will discuss at 12-02-03 meeting. MORPACE will submit revised draft initial diary on 12-08-03. MDOT will review/comment for 12-18-03 and 01-09-04 meetings. MORPACE will submit initial diary 01-16-04 for initial pilot approval by MDOT on 01-23-04. 11-25-03 2A8. MORPACE submits Draft Initial Public Awareness Program (approach text document) to MDOT for review. MDOT initial approval set for 01-23-04. 12-1&2-03 3A1. MDOT and MORPACE coordinate a Sample Design Workshop/Discussion in Lansing. 12-02-03 2A9. Meeting between MORPACE and MDOT to explain/review/clarify Draft Initial Diary and Draft Initial Public Awareness Program. 12-03-03 2A10. Meeting between MORPACE, MDOT, CGI staff, and Geocoding Subcommittee at CGI to discuss geocoding to Framework standards. 12-08-03 2A11. MORPACE submits Revised Draft Initial Household Data Collection Instrument (Diary) for MDOT to review. 12-12-03 2A12. MORPACE submits Draft Initial Data Retrieval Script with long distance recall questionnaire to MDOT for review. Initial Data Retrieval Script will be submitted on 01-16-04 for initial Pilot approval on 0123-04. 12-12-03 2A13. MORPACE submits Draft Initial Interviewer Training Manual to MDOT for review. Initial Interviewer Training Manual submitted on 01-16-04 for Pilot. Initial Pilot approval set for 01-23-04. 12-12-03 Planned Submission MDOT MTG MDOT Approval A14. MORPACE submits Draft Data Collection Methodology to MDOT for review. Final Data Collection Methodology approval set for 01-23-04. Design Task 12-15-03 MORPACE will submit to MDOT Draft Data Coding and Quality Control Manual for review/comment. Final Data Coding and Quality Control Manual submitted on 01-16-04 for 01-23-04 approval. 12-12-03 3A2. MORPACE submits Draft Sample Design Technical Document to MDOT for review. Final Sample Design Technical Document submitted on 01-16-04 for 01-23-04 approval. 12-15-03 2A15. MORPACE submits Draft Initial Geocoding Procedures Manual to MDOT for review. Initial submitted on 0116-04 with initial Pilot approval set for 01-23-04. 12-15-03 A16a. MORPACE submits Draft Initial Functional Website-two alternative design directions jpg.doc- to MDOT for review. Submit initial functional website in 01-16-04 for MDOT approval, and final approval 01-23-04 12-17-03 Meeting between MORPACE and MDOT to discuss Draft Sampling Design Technical Document 12-18-03 2A16b. MORPACE submits to MDOT the Final design for Initial Functional Website (with look and feel) for MDOT approval. MORPACE will submit web-site html files to MDOT on 01-16-04 for review and testing. Initial pilot approval on 01-23-04. 12-18-03 2A17. MORPACE submits Draft Initial Public Awareness Program with at least two initial press releases (recommendation text documents) to MDOT for review. 12-18-03 2A18. MORPACE submits documentation of Toll Free Line for Respondents to MDOT for approval. 12-18-03 219/3A3/4A2. Meeting between MDOT and MORPACE to Review: Draft Initial Household Data Collection Instrument (Diary), Draft Initial Household Data Collection Script, Draft Initial Interviewer Training Manual, Draft Data Collection Methodology, Draft Initial Geocoding Procedures, Draft Initial Public Awareness Program and website, Draft Data Coding and Quality Control Manual, Draft Sample Design Technical Document. MDOT review period for documents listed above through 01-12-04. Milestone Payment #6 Task #3A Planned Submission MDOT MTG MDOT Approval 01-06-04 Design Task 3A4. MORPACE submits Revised Draft Sample Design Technical Document to MDOT for review. MDOT Review through 01-12-04 with Final Sample Design Technical Document submitted on 01-16-04 for approval on 01-23-04. Milestone Payment #5-6 Task #2B-3B-4B Planned Submission MDOT MTG MDOT Approval Design Task 12-12-03to1-12-04 2B1/3B1/4B1. MDOT review of all Data Collection and Instrument Designs and Sample Design. 01-16-04 01-06-04 Meeting with MDOT and Brogan staff to review draft initial public awareness program and determine what public awareness items can proceed at this time. Please see Public Awareness Program schedule for list items. 01-09-04 2B2/3B2/4B2. Meeting between MDOT and MORPACE to review Initial and Revised Documents & Instruments and Revised Draft Sample Design Technical Document. MORPACE will submit to MDOT the following items for review and approval on 01-23-04. Changes will be incorporated and these items will be used in the Pilot: 2B3. Final Data Collection Program Methodology 2B4. Initial Functional Website (HTML files for testing) 2B5. Initial Public Awareness Program with at least two press releases to MDOT 2B6. Initial Pre-Recruitment Letter 2B7. Initial Recruitment Instrument 2B8. Initial Data Collection Instrument (Diary) 2B9. Initial Data Retrieval Script and System 2B10. Initial Geocoding Procedures Manual 2B11. Initial Interviewing Training Manual 3B1. Final Sample Design Technical Document Planned Submission MDOT MTG MDOT Approval 01-16-04 Design Task 4M3. MORPACE will submit Final Data Coding and Quality Control Manual to MDOT for review and approval on 0123-04. 01-21-04 2B12/3B4/4B4. Meeting between MORPACE and MDOT (if needed) 01-23-04 2B13/4B5. MDOT Approval of all initial instruments for Pilot. 01-23-04 3B5i. MDOT Approval of Final Sample Design Technical Document and Final Data Coding and Quality Control Manual MDOT Approval Design Task Milestone Payment #7 Task #5A Planned Submission MDOT MTG 01-26-04 to 02-10-04 5A1. Pilot Interviewing with 100 completed households - MDOT monitoring. Milestone Payment #8 Task #5B-6 Planned Submission MDOT MTG MDOT Approval Design Task 02-24-04 Planned Submission 5B1. MORPACE submission to MDOT of Pilot Report and data documenting outcomes, identifying problem areas, and providing recommended changes. PB and Peter Stopher will also review during this time frame. MDOT MTG MDOT Approval 02-26-04 Design Task 5B2. Meeting between MORPACE and MDOT to Review Pilot Report and Data Results. MDOT review Pilot Report and submit recommendations to MOPRACE by 03-01-04. 03-04-04 6a. MORPACE submits to MDOT Final Functional Website and Toll-Free Line verification 03-04-04 6b. MORPACE submits to MDOT Final Public Awareness Program with at least two press releases for review 03-04-04 6c. MORPACE submits to MDOT Final Pre-Recruitment Letter for review. 03-04-04 6d. MORPACE submits to MDOT Final Recruitment Instrument for review. 03-04-04 6e. MORPACE submits to MDOT Final Data Collection Instrument (Diary) for review. 03-04-04 6f. MORPACE submits to MDOT Final Data Retrieval Script and System for review. 03-04-04 6g. MORPCAE submits to MDOT Final Geocoding Procedures Manual for review 03-04-04 6h. MORPACE submits to MDOT Final Interviewing Training Manual for review. 03-04-04 6i. Hand-Off of Functional Website to MDOT 3/4-12/04 MDOT Review and Approval of ABOVE Documents 3-15-04 Start Data Collection Milestone Payment #9 thru 15 Task #7.1 and 7.2 7.1 and 7.2 Weekly meetings or conversations will occur between MORPACE and MDOT Project Manager from 11-06-03 to final acceptance of Pilot results. Monthly Meetings with MDOT throughout data collection period. Teleconferences as needed. Interim data submissions, weekly and monthly reports as scheduled in Exhibit A of the contract dated November 6, 2003 between the Michigan Department of Transportation and MORPACE International, Inc. Planned Submission MDOT MTG MDOT Approval Design Task 04-30-04 7a. MORPACE completes the data collection from 2,000 Household by this date and submits all geocoded data and data files in the agreed to format to MDOT. (9). Review and comment loop back to MORPACE from MDOT staff within 10 days. 05-31-04 7b. MORPACE completes the data collection from 4,000 Household by this date and submits all geocoded data and data files in the agreed to format to MDOT. (10). Review and comment loop back to MORPACE from MDOT staff within 10 days. 06-30-04 7c. MORPACE completes the data collection from 6,000 Household by this date and submits all geocoded data and date files in the agreed to format to MDOT. (11). Review and comment loop back to MORPACE from MDOT staff within 10 days. 10-15-04 7d. MORPACE completes the data collection from 8,000 Household by this date and submits all geocoded data and data files in the agreed to format to MDOT. (12). Review and comment loop back to MORPACE from MDOT staff within 10 days. 11-15-04 7e. MORPACE completes the data collection from 10,000 Household by this date and submits all geocoded data and data files in the agreed to format to MDOT. (13). Review and comment loop back to MORPACE from MDOT staff within 10 days. 12-15-04 7f. MORPACE completes the data collection from 12,000 Household by this date and submits all geocoded data and data files in the agreed to format to MDOT. (14). Review and comment loop back to MORPACE from MDOT staff within 10 days. 12-31-04 7g. MOPRACE completes the data collection from 14,280 Household by this date and submits all geocoded data and data files in the agreed to format to MDOT. (15). Review and comment loop back to MORPACE from MDOT staff within 10 days. Milestone Payment #16 Task #8 Planned Submission MDOT MTG MDOT Approval Design Task 02-24-05 8a. MORPACE submits to MDOT the Draft Final Project Report and Draft Final Data Files for review. MDOT will review and comment to MORPACE within 10 days of submittal. 03-24-05 8b. MORPACE submits to MDOT the Interim Final Project Report and Interim Data Files for review. MDOT will review and comment to MORPACE within 10 days of submittal. 04-24-05 8c. MORPACE submits to MDOT the Final Project Report and Final Data Files for the last review. MDOT will review and comment to MORPACE within 10 days of submittal. 05-10-05 8d. MORPACE submits the Final Project Report and Final Data Files. 05-24-05 8e. MORPACE submits Camera-Ready Report to MDOT of approved Final Report and Final Data Files. 05-30-05 8f. MORPACE submits 50 copies of Final Report and Final Data files to MDOT. When the term ‘MORPACE’ is listed within this document, all involvement in any meeting or deliverable that requires any subcontractors is the responsibility of MORPACE Project Manager to coordinate. Appendix 3: 1. Data Methodology Plan Introduction This report covers the methodology of carrying out the MI Travel Count study and focuses on the processes involved including: data collection and its purpose, specific project objectives and corresponding resources, project overview, data collection stages, and supporting documents. 2. Background and Project Goals Purpose: The purpose of MI Travel Counts is to obtain accurate information on statewide travel characteristics for the Michigan Department of Transportation (MDOT) to allow them to update, develop, and calibrate statewide and urban travel demand models. The MI Travel Counts program is one component of the overall model improvement plan that MDOT has under taken. The model structure identified in Phase I of the improvement plan is a tour-based model that requires extensive and appropriate information including, at a minimum: automobile availability, tour/stop generation, tour/stop destination choices, tour/stop time of day/departure time choices, and tour/stop mode choices. Requirements: The requirements for the travel inventory data collection are clearly defined, first in the MDOT RFP then in each of the documents and procedures manuals listed below: Sample Design Technical Document Public Awareness Program with at least two press releases Functional website specifications Documented toll free telephone line for respondents’ questions Pre-Recruitment (pre-notification) Letter Recruitment Instrument Diary Cover Letter Household Data Collection Instrument (Diary) Data retrieval script for data collection Interviewer Training Manual Geocoding Procedures Manual Data Checking and Quality Control Manual General Description: The sampling consists of seven geographic sampling areas or strata within the state, with 2,040 household interviews completed within each sample area, for a total of 14,280 completed interviews. The sampling design documented in the MI Travel Counts Sample Design Technical Document provides for collection of proportional data within strata with data cells defined by household size, number of vehicles, and number of workers per household. This is different than many typical travel studies that use household size and the number of vehicles in the household. The MDOT sample design incorporates an additional level of stratification - the number of workers in a household. The rationale behind this design is that auto sufficiency (the degree to which the number of autos available to a household matches the number of workers in the household), rather than auto MORPACE International Market Research and Consulting 1 ownership and household size, is more highly correlated to travel behavior. The minimum data cell size will be 30 completed households. Generally, the information required for MI Travel counts falls into five categories: (1) household characteristics (variables specified in Task 2.3 of the RFP), (2) person characteristics (variables specified in Task 2.2), (3) a travel inventory (activity-travel diary) for each member of the household with all of the information specified as needed in Task 2.1, including mode and vehicle questions for a 48-hour period, and (4) a long-distance travel retrospective section (variables specified in Task 2.4). Home, work, school, and all stop locations will need to be geocoded. (5) household, person, and travel inventory information from any persons who are visiting a sampled household for a 24-hour period, which overlaps the household’s assigned travel days. MI Travel Counts will be introduced and accompanied by a strong public awareness effort and a fully functional website to assure the credibility of the project. A toll-free dedicated number will be manned throughout the data collection period to answer questions from respondents and the public. The primary organizing principle for MI Travel Counts is the tour-based concept. A tour is defined as a sequence of one or more away-from-home activity stops, such as for work, shopping, or recreation that begins and ends at the same location. The most prevalent type of tour is the home-based tour. A workplace type tour during lunch hour is a sub-tour within the larger home-based tour. Since it is difficult for respondents to grasp the tour concept, identifying tours and sub-tours and numbering trip segments will be a post-processing activity, with every time a location is repeated within a travel day serving as the identifier of a tour or sub-tour completion. Trip segments to stops within tours or sub-tours will be numbered in sequence within the data file. 3. Specific Project Objectives and Corresponding Resources MORPACE’s (and its susbconsultants’) emphasis is on producing top quality data sets, customized to the needs of MDOT for developing transportation models. This will include: • assuring the representativeness of the sample and the appropriate structuring and filling of sampling data cells • minimizing missing and incorrect data • increasing the percentage of actual trips reported Monitoring: Computer assisted telephone interviewing (CATI) and sample control systems are integrated with real-time monitoring technologies to assure datasets that meet MDOT’s expectations. These systems assure instant reporting of household sample disposition, status within the inventory process, and electronic tallies for collected and missing key variables. Pilot: The purpose of the Pilot was to test the performance of the materials and procedures developed for MI Travel Counts. A Pilot of the data collection effort was conducted from January 26th to MORPACE International Market Research and Consulting 2 February 10th of 2004. A report of this pilot along with a pilot dataset was submitted to MDOT, with recommended changes for consideration and approval. The full project will require close, real-time monitoring to achieve Census proportionality by in-geographic sample areas for: household size, number of household vehicles, number of workers, age, and household income. If left unmonitored, smaller households and retirees are more likely to complete the project, while larger and younger households are less likely. Zero vehicle households are less likely to complete the interview, as are lower income households. Corrective actions in the form of a higher number of callbacks to households in difficult to fill data cells, rescheduling of underrepresented recruited households, and increased or targeted sampling frames will most likely be required. Reducing Respondent Burden: To meet quality requirements, consideration of respondent burden is essential, given the 48-hour activity and tour-based travel inventory design. While a 48-hour data collection period provides the richest and most varied dataset for travel modelers, the caution is with the amount of respondent time required. Burden is intrinsic in the redundancy of address questions and in the length of phone time taken to collect travel inventories from all members of a household. As a means of reducing respondent burden, multiple data collection techniques are used in MI Travel Counts, since different types of respondents choose to respond in different ways. Respondents are able to report their personal travel inventories by phone (when called or by calling a 1-800 project number), by Internet, or by mail. The Internet is proposed to happen but as of this writing has not been implemented. An experienced interviewer will be available during normal business hours to take travel inventory information by CATI, as respondents choose to call in from a land or cell phone. (For mail-ins, recalls are made to collect missing information or for clarification.) Interviewers and Training: MORPACE interviewers are Michigan based and thus have the same geographic frame of reference as respondents. Interviewers will have experience interviewing on the firm’s CATI system before they are personally selected by the phone room supervisor to conduct travel inventories, which are considered advanced work. Project specific training includes interactive practice with the CATI script in test mode. Interviewer instructions and training guides are documented in the MI Travel Counts Interviewer Training Manual. Data Checking: MORPACE’s CATI programming is designed to be able to perform a series of CATI logic checks. An extensive post-processing list of data checks to be performed can be found in the Data Coding and Quality Control Procedures Manual. In-CATI controls assure such things as not allowing a passenger to travel alone. Post-processing checks uncover errors in the tour-based record such as the time and distance of travel between two points is not within reasonable parameters. Also checks are made for missing data items that affect the “complete” status of a household. Since this is a continuous checking process, attempts will be made to re-contact with respondents within four days to clarify mode/trip/stop/location information and/or obtain important missing information. PB will review interim datasets to assure that all logic checks specified in the MORPACE PostProcessing Data Checks section of the Data Coding and Quality Control Manual meet specifications. MORPACE quickly converts its CATI database to SPSS or SAS files for project management review. The MORPACE-PB project team provides fully checked interim data sets to MDOT at intervals of 2000 household completes. MORPACE International Market Research and Consulting 3 Geocoding Standards: MORPACE’s geocoding rates to latitude/longitude (the street address or street intersection level) will be 99% or better for home addresses, 95% or better for work and school addresses, and 90% or better for all other trip locations. Our success in coding to TAZs will exceed 95%. The 2-digit model area codes will conform to MDOT model coding schemes in its Transportation Management System (TMS). The model area code field and the TAZ field will be separate fields in the databases MDOT receives. MORPACE will fully utilize the resources provided by the Michigan’s Geographic Information Center using MI geographic Framework V3 (MGFv3), which has been fully integrated with MapMarker. Trip files will have a designated geocoding results code confirming the record was coded to Framework V3. Along with full interim data files, geocoding files will be submitted to Parsons Brinckerhoff on an interim basis. Parsons Brinckerhoff (PB) will use the MI geographic Framework V3 (MGFv3), ArcGIS 8.x, and the TransCAD statewide model network file provided by MDOT to check geocoding results provided by MORPACE. For each trip file, PB will also check the differences in respondent reported departure and arrival times against times generated by using the TransCAD statewide model network file. The TransCAD statewide network file is based on MGFv3 file, but only has higher level roadways included in the network. This file also has speed and time associated with each highway segment. PB will also use the Southeast Michigan Council of Government (SEMCOG) TransCAD 2000 travel demand forecasting model for those trips that are made completely within the SEMCOG region. The SEMCOG TransCAD network is based off of the MGFv2 file. Summary Quality Control Features: Final key quality control features of the management plan are: (1) meeting all agreed to requirements, (2) frequent communication and meetings with MDOT in Lansing and on-site at the MORPACE phone room, (3) the provision of realtime and timely electronic status reports, and (7) seven periodic interim deliveries of data fully audited and checked by PB with corrections made by MORPACE. MORPACE International Market Research and Consulting 4 4. Project Overview Figure 1 below shows the integrated Conduct Flow Plan for MI Travel Counts: Figure 1 O V E R AL L C O N D U C T F L O W P L AN # O F AUT O S 1 S A M P L E 2 3+ # O F W O RKERS H O U S E H O L D S IZ E = 1 0 1 2 3+ T O T AL D E S IG N M O R P A C E W ill P ro g ra m C A T I In te rv ie w s, R e fin e A c tiv ity R e c o rd F o rm a ts a n d M a te ria ls P IL O T R E C R U I T R E T R I E V A L 1 . A d v a n c e le tte rs, 3 . E v e ry d a y m a il o u t o f p e rso n a liz e d PHONE 2 . C o lle c t d e m o g ra p h ic s, a c tiv ity re c o rd s w ith R E C R U IT a rra n g e c o n ta c t H H a n d m e m b e r ID p e rso n , h o m e a d d re ss, a ssig n tra v e l d a y s C A O n -lin e m o n ito rin g f o r c e ll q u o ta s a n d d e m o g ra h ic s T I M O N I T O n -lin e q u o ta s f o r tra v e l d a y a ssig n s/ re a ssig n m e n ts O R I N G G e o c o d e h o m e a d d re ss to x /y c o o rd in a te s; p e rio d ic a u d itin g A D J U S 1 .O n -lin e C A T I e d itin g C A T I, In te rn e t, O n -lin e m o n ito rin g T and checks m a il f o r c e ll q u o ta s a n d M 2 .O n -sc re e n e d its f o r R E T R IE V A L sa m p le d isp o sitio n m issin g d a ta /p a tte rn s HH MEMBERS E N T D o w n lo a d O -D d a ta In te g ra te D a ta /E d it G e o c o d in g /C o rre c tio n /R e v ie w R e c a lls W e ig h t/E x p a n d S G e n e ra te T rip R a te s/A u d it A weighting factor by sampling area, based on relative household densities and as specified in the MI Travel Counts Sample Design Technical Document, will be developed and added to the final database. This weighting factor will apply when statewide (aggregate) results are produced. Work Plan: The work plan for MI Travel Counts consists of the following eight tasks: MORPACE International Market Research and Consulting 5 Task 1: Project Work and Management Plan Task 2: Data Collection Methodology and Initial Instrument Design Task 3: Sample Design Task 4: Data Coding and Quality Control Task 5: Pilot Data Collection Program Task 6: Final Data Collection Instrument Design Task 7: Data Collection Program Implementation and Geocoding Task 8: Final Report and Data Delivery This Work Plan is fully documented in an approved final contract document dated November 25, 2003. This Plan serves as the milestone document for the completion of MI Travel Counts effort. It also serves as the foundation for the final report summarizing the results of the study. Consultant Team Roles: As the prime consultant MORPACE is responsible for data collection and for executing this project in its entirety. PB is significantly involved in instrument design and interim and final auditing of data, to ensure that the data collected thoroughly meets modeling requirements. Peter Stopher, an internationally recognized expert in travel inventories, reviewed and advised on instrument design and inventory procedures, and will consult on weighting and expansion. (To meet MDOT’s Phase 1 model improvement plan requirements, weight factors by sampling area will be developed as specified in the Sample Design Technical Document.) Brogan & Partners, a Detroitbased firm, designed and will conduct the public awareness activities necessary for establishing the credibility of this large-scale travel inventory effort. Richard Nellett, former supervisor of MDOT’s statewide modeling efforts, serves as a liaison to the project team to ensure that project activities fully comply with MDOT’s objectives and procedures. The proposed project management team is committed to this project and will remain dedicated throughout the course of the project. Activity-Tour Based Design: A hybrid activity diary format will be used. The design captures only two types of activities within the home: (1) home-not working and (2) home–working. Primary and secondary activities at each location are collected; however, the timing of these activities at any one location is collected as a block without differentiating among activities. Activities and modes of travel are collected via closed-ended categories. Thus respondents are required to self-code their activities into pre-set categories using examples in the diary. The categories for activities and mode are based on those provided from the Phase 1 model improvement plan. The diary is designed to fit the CATI question flow and to take the respondent through their activities/locations and travel in chronological order. Innovative Inclusion of Visitors: An innovative approach to travel inventories introduced by MDOT includes visitors to households during the 48-hour travel period. This provides a means of exploring home-based “tourism” within Michigan and its impact on household travel. This subset of Michigan visitors is otherwise difficult to reach. The addition of visitors to the data collection requires questions in the recruit interview to determine whether visitors are expected during the assigned travel days. If so, travel diaries for visitors are provided in the mailing to the household. At the time of the household travel inventory interview, the CATI program has the ability to allow the addition of visitors if they were unanticipated (or delete if they did not arrive) during post processing. MORPACE International Market Research and Consulting 6 Public Information Program: A professional public awareness and information program is important to establishing the credibility of MI Travel Counts. Evidence and experience show that heightened awareness provides a positive impact on respondent participation. Public information includes news releases, which lead to articles in area newspapers. These articles help inform the public about MI Travel Counts in regard to the need for the data and how it will be used. This is particularly important in the post 9/11 environment and given the sensitive information that is collected from respondents. (Not just demographic questions such as income, but questions about their vehicles and when they are away from home, etc.) The public awareness program is a cooperative effort between MDOT and the MORPACE-PB-Brogan & Partners project team. Press releases and all public information materials are fully reviewed and approved by MDOT and will be distributed using a list of local planning and governmental agencies developed in cooperation with MDOT. The news media is periodically updated on the project’s progress. The MORPACE project director and other MORPACE and subconsultant technical staff are available to attend information sessions as needed and requested by MDOT. The complexity of this particular project and the number of households MDOT must reach, many of whom are in rural areas where this type of extensive personalized research is rarely conducted, requires a comprehensive public information program The MI Travel Counts Public Awareness Plan documents these efforts and the functional website at www.Michigan.gov/mitravelcounts. 5. Stages of the Data Collection In addition to the public information component, MI Travel Counts consist of nine components: • Sample selection and maintenance • Pre-notification letter • Recruit • Materials and mailing of household travel diaries and instructions • Reminder call • Retrieval • Recalls for missing data, geocoding, and data checking/correction • Geocoding • Data Checks The following section summarizes each of these stages, the quality checks and reports. A more detailed description can be found in the Data Coding and Quality Control Plan and the Geocoding Procedures Manual. MORPACE International Market Research and Consulting 7 MORPACE Quality Control System for MI Travel Counts Stage: SAMPLE SELECTION AND MAINTENENCE Activity and Quality Method: MORPACE will order the sample from GENESYS according to the specifications in the MI Travel Counts Sample Design Technical Document. GENESYS is one of two companies nationwide that has a database of all USA telephone exchange and block numbers. Utilizing this database, GENESYS will generate the random-digit-dial sampling frame to the specifications outlined in the MI Travel Counts Sample Design Technical Memorandum. GENESYS will provide full documentation of the ineligible numbers screened by Sample Area through its ID Plus program. GENESYS will attach census density codes (urban, suburban, and rural) and provides 2000 updated socioeconomic breakdowns by the sampling areas. A MORPACE programmer will randomly divide the sample into replicates of 500 numbers within each sample area and set up a tally within the CATI for providing real-time tracking of sample disposition, data cell filling, and socioeconomic attributes of reached and completed households. The CATI call system will control number distribution to interviewers. MORPACE will not use predictive dialers. The interviewer will manually dial the phone numbers. Replicates will be released one at a time until all households receive a minimum of six calls. A maximum of two calls will be made to a number (one hour apart) in any one evening. Daytime and weekend attempts will be made before numbers are retired. MORPACE will order one-fourth of the sample at a time because GENESYS updates quarterly to include new numbers. Within the CATI screens via modem, MDOT, Parsons Brinckerhoff (PB), and MORPACE management will be able to view directly from their desktop PCs, the realtime sample disposition reports. These will include counts on ineligible numbers, uninformed and informed refusals, non-contacts (busy, answering machines) and completes. The CATI screens will also contain counts of recruited and retrieved households by data cells within sample areas and by socioeconomic attributes including household density, which will then be compared with the GENESYS reports for the geographic sample area. Reports Due: • CATI screen tallies will be faxed or emailed to MDOT on a weekly basis. • Electronically prepared summaries of sample and respondent dispositions will be submitted to MDOT as part of the monthly progress reports. Stage: PRE-NOTIFICATION Activity and Quality Method: Sample replicates will be released for pre-notification letters on a scheduled basis. This is done so that respondents do not receive the letter too far in advance of the recruit phone call. Replicates will be sent to Acxiom for address matching. Acxiom is a company that maintains a database service for matching USA phone numbers to addresses, and vice versa. Acxiom is able to provide addresses for some unlisted numbers since its database includes information from additional marketing sources such as magazine subscriptions. A match rate of 60% to 65% is expected. MORPACE International Market Research and Consulting 8 Households who receive advance letters will be flagged in the data file. The letter will be subjected to MORPACE's internal ISO check-off process. The project director or her designee will be present to audit the mailing process and check the appearance and stuffing of envelopes. MORPACE and MDOT staff names and addresses will be inserted in the mailing list as a final check. MORPACE monitors and logs all undeliverable mailings and will flag these in a data file. An attempt will be made to correct the address through the USPS website. A log will also be kept of phone calls to the 1-800-566-6262, to Internet help, and of any mail responses. Any non-routine responses will be referred to MDOT and/or the public information sub-consultant. Reports Due: • An electronic tally report will be available for each mailing and in total for the number of pre-notification letters sent, the number of undeliverable letters, and the outcome results of recruit interviews for those receiving and not receiving pre-notification letters. • Weekly progress reports will also contain a summary of any non-routine respondent inquiries or comments regarding the pre-notification process or the project. Stage: RECRUIT Activity and Quality Method: The CATI system tracks the sample disposition and number and type of data cell and socioeconomic attributes for the completed sample. Partial completes will be assigned as callbacks by the CATI scheduler system. As described elsewhere, refusals will be coded as uninformed, soft, or hard refusals. Hard refusals are reviewed by the supervisor and usually will not be called back. Uninformed refusals will be scheduled for new attempts in 7 days. Soft refusals will be scheduled by the system for refusal conversion attempts by senior interviewers. Two-consecutive travel days will be randomly assigned to a household by the CATI system, keeping assignment even by eligible days over the interviewing period. At the end of every interviewing evening the supervisor will write a project note in the CATI to the senior project manager reporting on progress in meeting objectives, and relay any non-routine issues that arose with respondents. MORPACE project management will continue to monitor interviews remotely. This capability will also be available to Parsons Brinckerhoff and MDOT. Reports Due: • Real-time tallies of sample disposition, data cell filling, and socioeconomic attributes of respondents will be available by modem and will be faxed or emailed to MDOT weekly. • Monthly electronic reports will be included with progress reports. • Weekly progress reports will include report on non-routine problems encountered or comments received from respondents. Stage: MATERIALS & MAILING MORPACE International Market Research and Consulting 9 Activity and Quality Method: The cover letter, informational materials, and the diary, approved by MDOT, will be checked and approved through MORPACE's ISO process. Home addresses will be checked using the USPS website. Any addresses that do not match will be sent back to the phone room for re-contacting. The diaries will be mailed out daily by the MORPACE coding department with a full sign-off procedure. Personal labels will be applied to diaries with the name, ID #, and the travel days for each respondent. A business reply envelope will be included with the household packet. A full mailing log will be electronically maintained in the database. Any undeliverable mailings will be fully explored and the household will be re-contacted by phone for corrected information. The data file will be continually edited with these changes by an assigned assistant programmer. Calls to the 1-800 number, online help, or mail responses will be logged. Reports Due: • Respondent mailings will be noted in the data file along with any edited address information not contained in a monthly or weekly progress report. Stage: REMINDER CALLS Activity and Quality Method: Re-mailings and rescheduling of travel dates will be edited into the data file on a daily basis by the assistant programmer. Hard refusals will be recorded and reviewed by a supervisor for possible refusal conversion. Reports Due: • No separate reports are due at this stage. Stage: RETRIEVAL Activity and Quality Method: Household retrieval interviews will be automatically scheduled by the CATI system for the evening following the assigned travel day. Retrieval interviews will continue to be scheduled automatically for the following three days until the CATI records that all members have completed the travel inventory. Phone messages will be left. Respondents will be asked for the most convenient time to call them back, and the CATI scheduler will automatically bring the call up at this time for an available interviewer. Attempts will be made during the day and on weekends. It is proposed and planned that respondents who indicated in the recruit that they would complete by Internet will be automatically called on the second and succeeding nights, if their interview is not recorded in the database as a total household complete. As of this writing the Internet has not be implemented. Difficult to reach respondents will be asked to mail in their diaries or to call into the 1-800 number provided. The CATI system will provide all of the real-time tallies specified for the recruit, by person and household as appropriate. The data file will be edited daily with any corrected information that is received from respondents. MORPACE project management will continue to monitor interviews remotely. This capability will be available to Parsons Brinckerhoff and MDOT. Reports Due: MORPACE International Market Research and Consulting 10 • • • • Real-time tallies of sample disposition, data cell filling, and socioeconomic attributes of respondents will be available by modem and will be faxed or emailed to MDOT weekly. Monthly electronic reports will be included with monthly progress reports. Weekly progress reports will include report on non-routine problems encountered or comments received from respondents. Zero trip persons and the reasons will be reported to MDOT weekly for review. Stage: RECALLS Activity and Quality Method: Mailed in travel diaries will be manually reviewed for completeness and callbacks will be made to respondents to collect missing information. The completed inventories will then be entered into the CATI system. Recalls will also be made to clarify or collect missing data that is discovered when performing computer checks of completed CATI or Internet travel inventories. Finally, callbacks will be made, for address information when an address is found to be non-geocodable to latitude and longitude. All corrected information will be entered into or edited into the CATI data file. Reports Due: • A final edited data file with the required 14,280 completed households and non-completed households with missing data. Stage: GEOCODING Activity and Quality Method: All address information will be continually downloaded for geocoding by MORPACE's specialized staff. The first attempt will be to geocode to street address. If no street address is available, Internet address look-ups will be manually attempted using business name and type, cross streets, and city. Failures will be referred to the phone room for re-contact. If re-contact does not provide appropriate data, then geocoding to city and street intersection will be attempted. Incompletes will be flagged in the data file and reviewed with MDOT. MORPACE will coordinate with and use the resources of the Michigan Center for Geographic Information. Anticipated cases where MORPACE will not be able to geocode to at least the nearest street intersection are only where the respondent refuses to provide the needed information, the respondent cannot be re-contacted, or the respondent cannot provide enough information to geocode. In these cases the entire household record will be reviewed with MDOT personnel to determine whether the household should be removed from the data file and replaced, or whether the household’s overall demographic and trip/activity information is sufficient to warrant keeping the household in the final data file, since the trade-off might be a less representative overall household sample base. Reports Due: • A report will be submitted to MDOT on a monthly basis, along with an .DBF file report of non-geocodable points and points geocoded only to TAZ. All MORPACE International Market Research and Consulting 11 • • geocoded points will have a code indicating the level to which they were geocoded to such as street address, intersection, etc. Maps of home geocoded points, created in Map Info by sample area will be submitted on a monthly basis in bitmap format. Parsons Brinckerhoff will submit a monthly report of their review of interim geocoding files and corrective actions. The report will encompass a review of trips with mode and trip duration times for consistency with distance. Stage: DATA CHECKS Activity and Quality Method: An electronic program will be developed for reviewing all inventories on a continuous basis for missing data that would cause the household interview to be considered an incomplete under the requirements of Task 2 of the RFP. Households with missing data will be referred to the phone room for recall. Corrected data will be edited into the file. Incomplete households will be flagged in the data file. The sample disposition for all recruit and retrieval interviews will be reviewed periodically by the senior MORPACE project manager to assure that the maximum number of call attempts are being made, within the time period allowed. The comparative outcomes of phone, Internet, 1-800, and mailed interviews will be reviewed. Adult proxy reporting by gender and relationship will be reviewed. Reports Due: • Electronic reports of the results of the data checking will be submitted to Parsons Brinckerhoff and MDOT on a monthly basis. • Reports on incomplete households including their data file ID numbers will be submitted monthly along with electronic sample disposition reports for both the recruit and the retrieval. • As part of the monthly report, MORPACE will report the results of the multimodal comparisons and report on adult proxy interviewing. MORPACE International Market Research and Consulting 12 No incentives are used for MI Travel Counts. The civic duty aspect of participation and concern about roads and transit services is used to encourage respondents to participate. Throughout the project duration, a toll free telephone number is available for answering questions and is manned from 9.a.m. to 10 p.m. on weekdays, from 10 a.m. to 2:30 p.m. on Saturdays, and from 6 p.m. to 10 p.m. on Sundays. At other times, messages are recorded and promptly responded to. The 1-800 number is also manned during the same hours by experienced interviewers who can immediately collect the respondent’s travel inventory information by CATI. A web-based (Internet URL) help address is also available, along with information on the project’s website. Diary materials and cover letter information are mailed U.S. Priority Mail, in official priority mail envelopes, approximately seven days prior to the travel date. MORPACE has found that this expense is worthwhile because it cuts down on re-mailings and reassignment of travel days, and it strengthens the respondent’s perception of the importance and credibility of the study. The data collection occurs over the spring and fall of 2004, with the sample within geographic strata distributed over 10 weeks during the spring 0f 2004 and 14 weeks during the fall of 2005. (The SEMCOG sampling area may be an exception to this distribution.) Travel days are randomly assigned for two consecutive days, Monday through Thursday, excluding agreed upon holidays (Memorial Day, July 4th, Labor Day, and Wednesday and Thursday of Thanksgiving week). It is very important that this process be tightly micro-managed, as a steady flow of recruitments and retrievals leads to quality results. The travel inventories must be reported for all household and visitor members on the same consecutive days. If a problem arises, the household is re-assigned for another travel period. Reminder calls are made on the evening before the first assigned travel day. Questions are answered and if no one is home, a reminder message with the pertinent information is left. The activity-travel diary (retrieval interview) format consists of five parts: • Activity-travel diary • Remaining household socioeconomic attributes • Remaining person socioeconomic attributes • Long-distance travel retrospective • Visitor travel inventory (if applicable) The response categories listed in Attachment A of the MDOT RFP were utilized unless otherwise approved by MDOT. Coding in the data file for time is in military time; however, this is electronically converted from the a.m./p.m. times that will appear in the CATI program and in the diaries, for easy reporting by both the respondents and the interviewers. Process For Assuring Households are Complete MORPACE’s emphasis is on providing a high quality dataset that accurately reflects the responses provided by household members and captures tours and sub-tours with all the MDOT required information in a consistent manner. MORPACE accepts that the data requirements set out in Task 2 of the MDOT RFP in order for a household to be deemed complete. However, a few of the results MORPACE International Market Research and Consulting 13 requirements of Task 2.1 Activity-Travel Diaries are post-data collection modeling tasks that require considerable modeling analysis and time. (See bullet 4 of the MDOT RFP regarding “home-base tour”). MORPACE’s responsibility is to collect the data necessary to perform all of these tasks, including: 2.1 Activity-Travel Diary Characteristics that will be noted if missing: • Times of day during which the respondent was at home, regardless of activity • For respondents that do not do any travel for the 48 hour period, interval times of day at home in which the respondent was engaged in paid work activities of any kind • Recording of each change in location the respondent made, along with the times of departure and arrival at the next location, the primary and secondary activities at each location, and the modes of travel used to get between locations, over the 48-hour recording period • Indication when a tour (travel) begins before the travel period or ends after the travel period. • Street address (or other geographic identification such as place name or business name) for geocoding (see Geocoding Procedures Manual for requirements) • Number of persons traveling with respondents between locations if an auto-mobile/van/truck/ motorcycle/moped is used • Relationship and ID of household members traveling with respondents to locations in an automobile/van/truck/ motorcycle/moped • If a household vehicle was used • If an auto-mobile/van/truck/ motorcycle/moped is used, the cost of parking fees and the basis on which they were paid • Transit fares or/or method of payment for public transit • Place type 2.2 Additional Required Person Socioeconomic Attributes that will be noted if missing: • Age or group age • Gender • Employment status • Student status and school name; college name and campus location if in Michigan • Address of primary workplace • Driver’s license status • Number of operable vehicles on travel days 2.3 Additional Required Household Socioeconomic Attributes that will be noted if missing: • Address of residence (See requirements in Geocoding Procedures Manual) • Number of overnight visitors on data collection days • Household income • Household size • Number of workers MORPACE’s CATI programming and post-processing data checks are extensively designed to assure delivery of complete household data. However, it is possible that trade-offs between the level of completeness of individual records within households and overall response bias will develop. For this MORPACE International Market Research and Consulting 14 reason a process for deciding which households should be removed from the final dataset has been developed and will be as follows: • With the interim data and report submitted to MDOT, MORPACE will submit a household trip file with all persons in all households (including Household, Person, and Trip ID) with any locations not geocoded to x,y coordinates and/or missing any of the key variables listed in 2.1 through 2.3 of the Data Coding and Quality Control Manual. • Appended to this trip file will be the following variables for each person: Sample Area Number in Household Number of Autos Number of Workers Percent of Assigned Data Cell Complete Household Income Homes Address and Geocoding Result Age or Group Age Gender Employment Status Workplace Address Geocoding Result Student Status and Geocoding Result of School Location Driver's license status · • Also added to this trip file will be any households found questionable by PB. This file/list of possibly incomplete households will be thoroughly reviewed by MORPACE and PB. MORPACE will expend considerable effort at this time to "salvage" households by manually attempting geocoding to TAZs (where a verifiable address has been found but the systems could not geocode), by further investigating Internet or Atlas look-ups, and/or by making recalls to respondents for missing demographic information as appropriate. Recommendations as to which households to exclude will be made by PB and MORPACE within ten days of submitting the Interim report and the trip file of incomplete households. In making the decisions as to which households should be excluded, the following two factors will be taken into account: 1. The comprehensive quality of the household's information, and 2. The bias effects on proportional sampling. • MDOT will make the final decision regarding which households to remove from the final data file, based on balancing the two factors above and on guidelines for completeness described in this document. MORPACE International Market Research and Consulting 15 6. Data Collection Methodology Deliverables Data Collection Methodology supporting documents include the following: Sample Design Technical Document Final Public Awareness Program with at least two press releases Functional website specifications Documented toll free telephone line for respondents’ questions Pre-Recruitment (pre-notification) Letter Recruitment Instrument Diary Cover Letter Household Data Collection Instrument (Diary) Data retrieval script or data collection Interviewer Training Manual Geocoding Procedures Manual Data Coding and Quality Control Manual This methodology document is a general overview of the process. Detailed information and processes can be found the documents listed above. Some of the processes outlined in this document were not finalized at the writing of this document. MORPACE International Market Research and Consulting 16 Appendix 4: Final Prenotification Letter JENNIFER M. GRANHOLM STATE GOVERNOR OF MICHIGAN DEPARTMENT OF TRANSPORTATION GLORIA J. JEFF DIRECTOR Dear Michigan Resident: The Michigan Department of Transportation (MDOT) is conducting MI Travel Counts, a transportation study to better understand the daily travel characteristics of Michigan residents. Michigan's transportation community will use the results of your participation to evaluate and develop a 21st century transportation system that improves and increases mobility for every Michigan citizen and community. The data gathered is used for transportation planning and setting priorities for future transportation investments. Your household has been randomly selected to represent approximately 700 Michigan households. A trained interviewer from MORPACE International, a Michigan-based research firm with over 50 years of experience, will be calling within the next week to ask some statistical questions regarding your household. The call should take about five minutes. All information is confidential and your participation is voluntary, yet vital. We understand your time is valuable and we will make every effort to make your participation in MI Travel Counts as convenient as possible. If you have any questions about MI Travel Counts, please contact MORPACE International at 1-800-566-6262, or call MDOT at 517-241-1301. Information is also available at www.michigan.gov/mitravelcounts. Thank you in advance for helping to move Michigan forward. Sincerely, Gloria J. Jeff Director Michigan Department of Transportation MURRAY D. VAN WAGONER BUILDING • P.O. BOX 30050 • LANSING, MICHIGAN 48909 www.michigan.gov • (517) 373-2090 Appendix 5: Person Information Sheet NAME: TRAVEL DATES: «NAME_» «TDATE1» «TDATE2» «QNO»«PERS_ID» School Information ! Not a student – Skip this section ! In pre-school/nursery school ! K-12 student ! Full-time college/graduate student ! Vocational/technical student ! Part-time college/graduate student School/College Name: ______________________________________________________________________________ Location: _____________________________________________ Street Address or Closest Intersection Work Information __________________________________________ City, State, Zip ! Not currently employed – Skip this section Do you have more than one job? ! Yes ! No If you have more than one job, please refer to the job at which you spend the most hours for the following questions. What is your employer’s industry? Agriculture, Forestry, Fishing and Hunting Mining Utilities Construction Manufacturing Wholesale Trade Retail Trade Transportation and Warehousing Information Finance and Insurance Real Estate, Rental/Leasing Professional, Scientific and Technical Services Management of Companies and Enterprises " Where do you work? " " " " " " " ____________________________________________________________________ Name of Employer ____________________________________________________________________ Type of Business ____________________________________________________________________ Street Address ____________________________________________________________________ City, State, Zip " " " ____________________________________________________________________ Closest Intersection Does your job involve…? ! Evenings ! Overnight shifts Average hours worked per week? " hours " Which of the following best describes your work schedule? “I have no flexibility in my work schedule.” “I have some flexibility in my work schedule.” “I’m pretty much free to adjust my schedule as I like.” " " " " " " " " " Administrative and Support and Waste Management and Remediation Services Educational Services Health Care and Social Services Arts, Entertainment and Recreation Accommodation and Food Services Public Administration/ Government Other Services Military Other _________________ Does your employer offer compressed work week options? (eg 40 hrs in less than 5 days) ! Yes ! No ! Don’t know Long-Distance Travel Please provide the following information for ALL trips you took within the last 3 months, greater than 100 miles (one-way) from home. Destination: ____________________________________ City & State or Country, if outside U.S. Circle day of departure: Mon Tues Wed Thurs Fri Sat Please record any additional long-distance trips on the back of this sheet. Sun Primary Reason for Trip: _________________________ See Activity Codes Below Primary type of transportation used to reach destination: __________________________ See Travel Codes Below Type(s) of transportation used at destination: ___________________ Circle day of return: Mon See Travel Codes Below ___________________ Tues Wed Thurs _____________________ Fri How many times did you make this trip in the past 3 months? Activity Codes: Sat _____________________ Sun _ In the past 12 months? __ (1) Work/Business (2) School-related (3) Vacation (4) Social (visit friends or relatives) (5) Sightseeing (6) Recreation (7) Entertainment (8) Shopping (9) Family/Personal reasons (10) Religious (11) Medical -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Travel Codes: (1) Car, van, truck (2) Motorcycle/Moped (3) Bike (4) Walk (5) School bus (6) Taxi/Shuttle (7) Public bus (specify provider) (8) Train (9) Airplane (10) Boat (11) Other (please specify) Appendix 6: Diary Cover Letter JENNIFER M. GRANHOLM STATE GOVERNOR OF MICHIGAN DEPARTMENT OF TRANSPORTATION GLORIA J. JEFF DIRECTOR L ANSING Dear «MAILATTN»: Did you know that our travel habits can help shape Michigan’s transportation system? It’s true! Our daily commutes to work, cross-state vacations, errands around town, bus rides, bike rides, walks, and everything in between are important. Where we go, how we get there, and what we do when we get there - all shape the understanding of how Michigan’s transportation system is used and how it can be improved for all of us - now and in the future. Whether you travel by car, bus, train, airplane, boat, bike, or on foot, your participation is essential in helping Michigan and your community to create a safer and more efficient transportation system. This is why your participation in MI Travel Counts is so important, and it’s easy! This packet contains everything your household needs to record travel. One Travel Diary for each member of your household, and any overnight visitors: • Please record ALL locations you visit during your assigned 48-hour travel period. • Each household member should complete his or her own diary whenever possible. • Even if your travel during the assigned period is not typical, we still need it reported. • A Person Information section is included at the beginning of the diary. Please fill in school and work information and record recent trips over 100 miles. • Instructions and an example are included in the front of the diary. The information you provide will only be used for the statistical purposes of this study. It will be kept confidential and secure. A few days after your travel period, an interviewer from MORPACE International, a Michigan research firm, will call to collect your household’s travel information. MORPACE would like to speak with each person age 16 or older. Adults will be asked to respond for children under 16 years of age. If you have questions about filling out the MI Travel Counts diary, contact MORPACE International at 1-800-566-6262, or visit www.michigan.gov/mitravelcounts. If you have any other questions about the program, please contact Karen Faussett at MDOT at 517-241-1301. As a small token of our appreciation, we have included a state map. Thank you for helping move Michigan forward, your participation means better Michigan transportation! Sincerely, Gloria J. Jeff Director MURRAY D. VAN WAGONER BUILDING • P.O. BOX 30050 • LANSING, MICHIGAN 48909 www.michigan.gov «QNO» Appendix 7: Labels P c I MI Travel Counts BRE Label Please mail diaries ONLY after we have phoned to collect your travel information. If mailing, include for each household member: • Travel Diary completed for your two travel days (48 hours). • Be sure to complete the Person Information section in the beginning of your diary. MI Travel Counts Mailing Label «QNO» «MAILATTN» «MAILADD2» «TMAILCTY», «TMAILST» «MAILZIP» P c I P c I MI Travel Counts Diary Label MI Travel Counts Return Label «NAME_» Travel Dates: Day 1 «TDATE1» & Day 2 «TDATE2» «PHONENO» «QNO»«PERS_ID» www.surveycafe.com/michigan/password.asp «INTQNO» MI Travel Counts MORPACE International, Inc. 31700 Middlebelt Road, Suite 200 Farmington Hills, MI 48334 Appendix 8: Diary (Without Person Sheet) Instructions ! Use this diary on your assigned travel days, shown on the cover. Begin at 3:00 AM on your first travel day and continue for 48 hours, ending at 3:00 AM. ! Fill out one page for EACH location you go to. If uncertain whether to include a location at which you stop, include it. ! Record ALL locations visited, even short stops for coffee or gas. ! Record the EXACT time that you arrive and leave each location. ! Provide as much address information as you can. Include: # street address # type of place or business # nearest cross streets ! Record your primary activity (what you did) at each location. (Refer to Activity Choices on Page 2.) Travel Diary ! If you take a round-trip without stopping at a location (walk the dog or ride around in the car), record the furthest point of the trip as the location and what you do there as TURN AROUND. (Refer to Activity Choice 17 on Page 2.) ! If you park your car and walk MORE than five minutes to your destination, record your type of transportation as car first, then walk. If you walk more than five minutes from a bus to your destination, record your transportation as bus first, then walk. ! If your work involves frequent travel - truck driver, sales person, taxi driver, etc. - record where and when you start work and where and when you end work. If you make non-work related stops between work stops, record those locations. Do not report your frequent work-related stops. If you have any questions, please call: 1-800-566-6262 1 Activity Choices: What you do at locations 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. HOME – PAID WORK HOME – OTHER (sleeping, eating, chores, watching TV, etc.) WORK (employment and job-related activities) Start Here Where were you at 3:00 AM? $ Traveling – GO TO QUESTION 1 ON PAGE 4 $ X At a location 1. ATTEND CHILDCARE ATTEND SCHOOL ATTEND COLLEGE (college or university, graduate or professional school) EXAMPLE 2. Where is this? Home Name of Location 1 EAT OUT (restaurant, drive-thru, etc.) PERSONAL BUSINESS (banking, medical, salon, etc.) 715 Lovely Lane Residential EVERYDAY SHOPPING (grocery, drug store, gas, etc.) Anytown, MI 48000 Lovely Lane & Sea Way Street Address MAJOR SHOPPING (appliances, cars, home furnishings, clothes, etc.) RELIGIOUS/COMMUNITY (worship, wedding, funeral, meetings, etc.) SOCIAL (visit friends, relatives, etc.) Type of Place or Business City, State, Zip Code 3. A. What was your primary activity at Location 1? (check only ONE box) $ $ X $ $ $ $ RECREATION – PARTICIPATE (sports, exercise, park, museum, etc.) RECREATION – WATCH (movies, sports events, etc.) ACCOMPANY ANOTHER PERSON (child accompanies parent to food store, etc.) PICK-UP/DROP-OFF PASSENGER 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 1, if any? TURN AROUND (to travel back from furthest point on dog walk, etc.) 4. Nearest Cross Streets When did you leave Location 1? _____ Location 2 & 4 Work Walk, Bus Location 1 & 8 Home Car Car Bus, Walk Location 3 Restaurant Location 5 Gas Station Location 7 Daycare Center Car Car Location 6 Grocery Store Pages 3-5 show an example of how to fill out the diary. Please start your diary on Page 6. 2 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ 1 ___ 5 $ X AM $ PM 7 : ___ ___ ___ Example of Travel Day Car _____ $ $ $ $ $ 3 Travel: How did you get to Location 2? 1. 1 1 2 3 4 % 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 B. $ Driver X 1 2 3 4 2. If you used a car/van/truck or motorcycle/moped for this trip . . . Were you the . . .? 4 1st Public Bus (Provider)__________________ Other (Specify)___________________ $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 6+ Were you the . . .? B. 3. Was this vehicle from your household? $ X Yes School Bus Taxi/Shuttle Dial-A-Ride Train 9 Public Bus Anytown Bus (Provider)__________________ Other (Specify)___________________ 10 $ Driver $ Passenger 0 1 2 2 3 3 4 4 5 5 Was this vehicle from your household? $ Yes D. $ No How much, in total, did you personally pay for parking? $ Nothing $ ____ ____ . ____ ____ $ ____ ____ . ____ ____ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ EXAMPLE 4. When did you arrive at Location 2? 5. Where is this? 7 : ___ 4 ___ 2 $ X AM $ PM ___ ___ ABC Inc. 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ 1 . ____ 7 ____ 5 Location 3 GO TO QUESTION 6 When did you arrive at Location 3? 5. Where is this? Office Supplies Anytown, MI 48000 Main St & Elm Rd Street Address Type of Place or Business City, State, Zip Code 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 2, if any? 7. When did you leave Location 2? If address was already reported GO TO QUESTION 6 Nearest Cross Streets Sunny’s _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around 4 Restaurant Anytown, MI 48000 Pine Way & Elm Rd Street Address Type of Place or Business 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ X $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 3, if any? $ PM 7. Nearest Cross Streets A. What was your primary activity at Location 3? (check only ONE box) $ $ $ $ $ $ _____ 5 ___ 0 X 1 ___ 1 : ___ ___ $ AM 333 Pine Way City, State, Zip Code 6. A. What was your primary activity at Location 2? (check only ONE box) $ $ $ $ $ $ 1 ___ 2 : ___ 3 ___ 5 $ AM $ X PM ___ Name of Location 3 123 Main St Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College EXAMPLE 4. Name of Location 2 If address was already reported 6+ 6+ __________________________________________________________________________ C. How much, in total, did you personally pay for parking? X $ Nothing 1 2 3 4 5 6 3rd (if needed) NOT including yourself, how many are household members? $ No If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ $ $ $ X $ $ $ % Which household members were with you? Location 2 6. 5 6 7 8 9 NOT including yourself, how many people were in the vehicle? 0 1 6+ Michael __________________________________________________________________________ D. 2nd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . Which household members were with you? C. % Car, van, truck Motorcycle/Moped Bicycle Walk A. NOT Including yourself, how many are household members? EXAMPLE What type(s) of transportation did you use to go to Location 3? % 2nd (if needed) Car, van, truck Motorcycle/Moped Bicycle Walk A. Travel: How did you get to Location 3? 1. What type(s) of transportation did you use to go to Location 2? 1st 2. EXAMPLE When did you leave Location 3? 12 _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ $ PM 1 : ___ 4 ___ 5 $ AM X 5 Travel: How did you get to Location 2? Start Recording Here 1. % Where were you at 3:00 AM? 1. 2. What type(s) of transportation did you use to go to Location 2? 2nd (if needed) 1 2 3 4 $ Traveling – GO TO QUESTION 1 ON PAGE 7 $ At a location Where is this? Car, van, truck Motorcycle/Moped Bicycle Walk 2. Name of Location 1 City, State, Zip Code 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 B. Other activities at Location 1, if any? 4. When did you leave Location 1? _____ _____ $ $ $ $ $ 13 14 15 16 17 ___ ___ : ___ ___ $ AM $ PM Public Bus (Provider)__________________ Other (Specify)___________________ 10 $ Driver $ Passenger 0 1 2 2 3 3 4 4 5 5 6+ 6+ Which household members were with you? __________________________________________________________________________ C. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ 9 NOT including yourself, how many people were in the vehicle? 0 1 Nearest Cross Streets Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social School Bus Taxi/Shuttle Dial-A-Ride Train NOT including yourself, how many are household members? A. What was your primary activity at Location 1? (check only ONE box) $ $ $ $ $ $ Were you the . . .? B. Type of Place or Business 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . A. Street Address 3. % 1st Was this vehicle from your household? $ Yes D. $ No How much, in total, did you personally pay for parking? $ Nothing $ ____ ____ . ____ ____ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 2 4. When did you arrive at Location 2? 5. Where is this? ___ ___ : ___ ___ $ AM $ PM Name of Location 2 If address was already reported GO TO QUESTION 6 6. Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 2? (check only ONE box) $ $ $ $ $ $ 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 2, if any? 7. 6 When did you leave Location 2? _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 7 Travel: How did you get to Location 3? Travel: How did you get to Location 4? 1. 1. What type(s) of transportation did you use to go to Location 3? % 2nd (if needed) 1 2 3 4 2. % % 1st Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 9 10 Public Bus (Provider)__________________ Other (Specify)___________________ Were you the . . .? B. $ Driver NOT including yourself, how many are household members? 3. Car, van, truck Motorcycle/Moped Bicycle Walk $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 2nd (if needed) 1 2 3 4 2. If you used a car/van/truck or motorcycle/moped for this trip . . . A. 6+ Public Bus (Provider)__________________ Other (Specify)___________________ 10 A. Were you the . . .? B. NOT including yourself, how many people were in the vehicle? 0 1 $ Driver $ Passenger NOT including yourself, how many are household members? 0 1 2 2 3 3 4 4 5 5 6+ 6+ __________________________________________________________________________ __________________________________________________________________________ C. D. How much, in total, did you personally pay for parking? $ Nothing $ No Was this vehicle from your household? $ Yes D. $ No How much, in total, did you personally pay for parking? $ Nothing $ ____ ____ . ____ ____ $ ____ ____ . ____ ____ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 4 4. When did you arrive at Location 3? 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 4? 5. Where is this? If address was already reported GO TO QUESTION 6 If address was already reported Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 3? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 3, if any? When did you leave Location 4? ___ ___ : ___ ___ $ AM $ PM Name of Location 4 Name of Location 3 7. 9 Which household members were with you? Was this vehicle from your household? $ Yes 1 2 3 4 5 6 School Bus Taxi/Shuttle Dial-A-Ride Train Which household members were with you? C. $ $ $ $ $ $ 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . 6+ Location 3 6. % 1st 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train What type(s) of transportation did you use to go to Location 4? _____ _____ $ $ $ $ $ 13 14 15 16 17 6. Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 4? (check only ONE box) $ $ $ $ $ $ Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 4, if any? _____ ___ ___ : ___ ___ $ AM $ PM 8 GO TO QUESTION 6 7. When did you leave Location 4? _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 9 Travel: How did you get to Location 5? Travel: How did you get to Location 6? 1. 1. What type(s) of transportation did you use to go to Location 5? % % 1st 2. % 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Were you the . . .? B. $ Driver Public Bus (Provider)__________________ Other (Specify)___________________ 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 2. $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 6+ Were you the . . .? B. C. How much, in total, did you personally pay for parking? $ Nothing 0 1 2 2 3 3 4 4 5 5 Was this vehicle from your household? $ Yes D. How much, in total, did you personally pay for parking? $ Nothing Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 6 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 6? 5. Where is this? Name of Location 5 If address was already reported GO TO QUESTION 6 6+ 6+ $ No Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ When did you arrive at Location 5? Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 5? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ When did you leave Location 5? ___ ___ : ___ ___ $ AM $ PM Name of Location 6 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 5, if any? 7. $ Passenger $ ____ ____ . ____ ____ 4. 1 2 3 4 5 6 $ Driver $ ____ ____ . ____ ____ If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ $ $ $ $ $ $ 10 __________________________________________________________________________ $ No Location 5 6. Public Bus (Provider)__________________ Other (Specify)___________________ NOT including yourself, how many are household members? __________________________________________________________________________ 3. 9 Which household members were with you? Was this vehicle from your household? $ Yes D. School Bus Taxi/Shuttle Dial-A-Ride Train NOT including yourself, how many people were in the vehicle? 0 1 6+ Which household members were with you? C. 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . A. NOT including yourself, how many are household members? % 1st If you used a car/van/truck or motorcycle/moped for this trip . . . A. What type(s) of transportation did you use to go to Location 6? _____ _____ $ $ $ $ $ 13 14 15 16 17 GO TO QUESTION 6 6. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 6? (check only ONE box) $ $ $ $ $ $ _____ ___ ___ : ___ ___ $ AM $ PM 10 If address was already reported 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 6, if any? 7. When did you leave Location 6? _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 11 Travel: How did you get to Location 7? Travel: How did you get to Location 8? 1. 1. What type(s) of transportation did you use to go to Location 7? % % 1st 2. % 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Were you the . . .? B. $ Driver Public Bus (Provider)__________________ Other (Specify)___________________ 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 2. $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 6+ Were you the . . .? B. C. How much, in total, did you personally pay for parking? $ Nothing 0 1 2 2 3 3 4 4 5 5 Was this vehicle from your household? $ Yes D. How much, in total, did you personally pay for parking? $ Nothing Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 8 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 8? 5. Where is this? Name of Location 7 If address was already reported GO TO QUESTION 6 6+ 6+ $ No Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ When did you arrive at Location 7? Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 7? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ When did you leave Location 7? ___ ___ : ___ ___ $ AM $ PM Name of Location 8 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 7, if any? 7. $ Passenger $ ____ ____ . ____ ____ 4. 1 2 3 4 5 6 $ Driver $ ____ ____ . ____ ____ If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ $ $ $ $ $ $ 10 __________________________________________________________________________ $ No Location 7 6. Public Bus (Provider)__________________ Other (Specify)___________________ NOT including yourself, how many are household members? __________________________________________________________________________ 3. 9 Which household members were with you? Was this vehicle from your household? $ Yes D. School Bus Taxi/Shuttle Dial-A-Ride Train NOT including yourself, how many people were in the vehicle? 0 1 6+ Which household members were with you? C. 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . A. NOT including yourself, how many are household members? % 1st If you used a car/van/truck or motorcycle/moped for this trip . . . A. What type(s) of transportation did you use to go to Location 8? _____ _____ $ $ $ $ $ 13 14 15 16 17 GO TO QUESTION 6 6. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 8? (check only ONE box) $ $ $ $ $ $ _____ ___ ___ : ___ ___ $ AM $ PM 12 If address was already reported 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 8, if any? 7. When did you leave Location 8? _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 13 Travel: How did you get to Location 9? Travel: How did you get to Location 10? 1. 1. What type(s) of transportation did you use to go to Location 9? % % 1st 2. % 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Were you the . . .? B. $ Driver Public Bus (Provider)__________________ Other (Specify)___________________ 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 2. $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 6+ Were you the . . .? B. C. How much, in total, did you personally pay for parking? $ Nothing 2 2 3 3 4 4 5 5 Was this vehicle from your household? $ Yes D. How much, in total, did you personally pay for parking? $ Nothing Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 10 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 10? 5. Where is this? Name of Location 9 If address was already reported GO TO QUESTION 6 6+ 6+ $ No Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ When did you arrive at Location 9? Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 9? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ When did you leave Location 9? ___ ___ : ___ ___ $ AM $ PM Name of Location 10 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 9, if any? 7. 0 1 $ ____ ____ . ____ ____ 4. 1 2 3 4 5 6 $ Passenger $ ____ ____ . ____ ____ If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ $ $ $ $ $ $ $ Driver __________________________________________________________________________ $ No Location 9 6. 10 Public Bus (Provider)__________________ Other (Specify)___________________ NOT including yourself, how many are household members? __________________________________________________________________________ 3. 9 Which household members were with you? Was this vehicle from your household? $ Yes D. School Bus Taxi/Shuttle Dial-A-Ride Train NOT including yourself, how many people were in the vehicle? 0 1 6+ Which household members were with you? C. 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . A. NOT including yourself, how many are household members? % 1st If you used a car/van/truck or motorcycle/moped for this trip . . . A. What type(s) of transportation did you use to go to Location 10? _____ _____ $ $ $ $ $ 13 14 15 16 17 GO TO QUESTION 6 6. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 10? (check only ONE box) $ $ $ $ $ $ _____ ___ ___ : ___ ___ $ AM $ PM 14 If address was already reported 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 10, if any? 7. When did you leave Location 10? _____ $ $ $ $ $ _____ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 15 Travel: How did you get to Location 11? Travel: How did you get to Location 12? 1. 1. What type(s) of transportation did you use to go to Location 11? % % 1st 2. % 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Were you the . . .? B. $ Driver Public Bus (Provider)__________________ Other (Specify)___________________ 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 2. $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 6+ Were you the . . .? B. D. 3. C. How much, in total, did you personally pay for parking? $ Nothing 0 1 2 2 3 3 4 4 5 5 Was this vehicle from your household? $ Yes D. How much, in total, did you personally pay for parking? $ Nothing Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 12 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 12? 5. Where is this? Name of Location 11 If address was already reported GO TO QUESTION 6 6+ 6+ $ No $ ____ ____ . ____ ____ When did you arrive at Location 11? Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 11? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 When did you leave Location 11? ___ ___ : ___ ___ $ AM $ PM Name of Location 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 11, if any? 7. $ Passenger $ ____ ____ . ____ ____ 4. 1 2 3 4 5 6 $ Driver __________________________________________________________________________ $ No If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ $ $ $ $ $ $ 10 Public Bus (Provider)__________________ Other (Specify)___________________ Which household members were with you? Location 11 6. 9 NOT including yourself, how many are household members? __________________________________________________________________________ Was this vehicle from your household? $ Yes School Bus Taxi/Shuttle Dial-A-Ride Train NOT including yourself, how many people were in the vehicle? 0 1 6+ Which household members were with you? C. 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . A. NOT including yourself, how many are household members? % 1st If you used a car/van/truck or motorcycle/moped for this trip . . . A. What type(s) of transportation did you use to go to Location 12? _____ $ $ $ $ $ _____ 13 14 15 16 17 GO TO QUESTION 6 6. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 12? (check only ONE box) $ $ $ $ $ $ _____ ___ ___ : ___ ___ $ AM $ PM 16 If address was already reported 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 12, if any? 7. When did you leave Location 12? _____ $ $ $ $ $ _____ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 17 Travel: How did you get to Location 13? Travel: How did you get to Location 14? 1. 1. What type(s) of transportation did you use to go to Location 13? % % 1st 2. Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Were you the . . .? $ Driver B. NOT including yourself, how many people were in the vehicle? 0 1 Car, van, truck Motorcycle/Moped Bicycle Walk $ Passenger 0 1 2 2 3 3 4 4 5 5 2nd (if needed) 1 2 3 4 2. If you used a car/van/truck or motorcycle/moped for this trip . . . A. 6+ 10 Public Bus (Provider)__________________ Other (Specify)___________________ If you used a car/van/truck or motorcycle/moped for this trip . . . A. Were you the . . .? B. NOT including yourself, how many people were in the vehicle? 0 1 6+ $ Driver $ Passenger NOT including yourself, how many are household members? 0 1 2 2 3 3 4 4 5 5 6+ 6+ __________________________________________________________________________ Was this vehicle from your household? $ Yes How much, in total, did you personally pay for parking? $ Nothing $ No C. Was this vehicle from your household? $ Yes D. How much, in total, did you personally pay for parking? $ Nothing $ No $ ____ ____ . ____ ____ $ ____ ____ . ____ ____ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 14 4. When did you arrive at Location 13? 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 14? 5. Where is this? Name of Location 13 If address was already reported GO TO QUESTION 6 Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 13? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 When did you leave Location 13? ___ ___ : ___ ___ $ AM $ PM Name of Location 14 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 13, if any? 7. 9 __________________________________________________________________________ D. 1 2 3 4 5 6 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train Which household members were with you? C. $ $ $ $ $ $ 5 6 7 8 Which household members were with you? Location 13 6. % 1st Public Bus (Provider)__________________ Other (Specify)___________________ NOT including yourself, how many are household members? 3. % 2nd (if needed) 1 2 3 4 What type(s) of transportation did you use to go to Location 14? _____ $ $ $ $ $ _____ 13 14 15 16 17 GO TO QUESTION 6 6. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 14? (check only ONE box) $ $ $ $ $ $ _____ ___ ___ : ___ ___ $ AM $ PM 18 If address was already reported 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 14, if any? 7. When did you leave Location 14? _____ $ $ $ $ $ _____ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 19 Travel: How did you get to Location 15? Travel: How did you get to Location 16? 1. 1. What type(s) of transportation did you use to go to Location 15? % % 1st 2. % 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Were you the . . .? B. $ Driver Public Bus (Provider)__________________ Other (Specify)___________________ 2nd (if needed) 1 2 3 4 Car, van, truck Motorcycle/Moped Bicycle Walk 2. $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 0 1 2 2 3 3 4 4 5 5 6+ Were you the . . .? B. D. 3. C. How much, in total, did you personally pay for parking? $ Nothing 0 1 2 2 3 3 4 4 5 5 Was this vehicle from your household? $ Yes D. How much, in total, did you personally pay for parking? $ Nothing Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 16 5. Where is this? ___ ___ : ___ ___ $ AM $ PM 4. When did you arrive at Location 16? 5. Where is this? Name of Location 15 If address was already reported GO TO QUESTION 6 6+ 6+ $ No $ ____ ____ . ____ ____ When did you arrive at Location 15? Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 15? (check only ONE box) Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 When did you leave Location 15? ___ ___ : ___ ___ $ AM $ PM Name of Location 16 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 15, if any? 7. $ Passenger $ ____ ____ . ____ ____ 4. 1 2 3 4 5 6 $ Driver __________________________________________________________________________ $ No If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ $ $ $ $ $ $ 10 Public Bus (Provider)__________________ Other (Specify)___________________ Which household members were with you? Location 15 6. 9 NOT including yourself, how many are household members? __________________________________________________________________________ Was this vehicle from your household? $ Yes School Bus Taxi/Shuttle Dial-A-Ride Train NOT including yourself, how many people were in the vehicle? 0 1 6+ Which household members were with you? C. 5 6 7 8 3rd (if needed) If you used a car/van/truck or motorcycle/moped for this trip . . . A. NOT including yourself, how many are household members? % 1st If you used a car/van/truck or motorcycle/moped for this trip . . . A. What type(s) of transportation did you use to go to Location 16? _____ $ $ $ $ $ _____ 13 14 15 16 17 GO TO QUESTION 6 6. Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 16? (check only ONE box) $ $ $ $ $ $ _____ ___ ___ : ___ ___ $ AM $ PM 20 If address was already reported 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 16, if any? 7. When did you leave Location 16? _____ $ $ $ $ $ _____ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM 21 Travel: How did you get to Location 17? 1. % % 1st 2nd (if needed) 1 2 3 4 2. Notes/Additional Locations & Travel What type(s) of transportation did you use to go to Location 17? Car, van, truck Motorcycle/Moped Bicycle Walk 5 6 7 8 3rd (if needed) School Bus Taxi/Shuttle Dial-A-Ride Train 9 10 Public Bus (Provider)__________________ Other (Specify)___________________ If you used a car/van/truck or motorcycle/moped for this trip . . . A. Were you the . . .? B. $ Driver $ Passenger NOT including yourself, how many people were in the vehicle? 0 1 NOT including yourself, how many are household members? 0 1 2 2 3 3 4 4 5 5 6+ 6+ Which household members were with you? __________________________________________________________________________ C. Was this vehicle from your household? $ Yes D. $ No How much, in total, did you personally pay for parking? $ Nothing $ ____ ____ . ____ ____ Was the rate…? $ Hourly $ Daily $ Monthly $ Other _________________ 3. If you used a bus/train/taxi for this trip, how much did you pay? $ ____ ____ . ____ ____ Location 17 4. When did you arrive at Location 17? 5. Where is this? ___ ___ : ___ ___ $ AM $ PM Name of Location 17 If address was already reported GO TO QUESTION 6 6. Street Address Type of Place or Business City, State, Zip Code Nearest Cross Streets A. What was your primary activity at Location 17? (check only ONE box) $ $ $ $ $ $ 1 2 3 4 5 6 Home – Paid Work Home – Other Work Attend Childcare Attend School Attend College $ $ $ $ $ $ 7 8 9 10 11 12 Eat Out Personal Business Everyday Shopping Major Shopping Religious/Community Social B. Other activities at Location 17, if any? 7. When did you leave Location 17? _____ _____ $ $ $ $ $ 13 14 15 16 17 Recreation – Participate Recreation – Watch Accompany Another Person Pick-Up/Drop-Off Passenger Turn Around _____ ___ ___ : ___ ___ $ AM $ PM If you visited additional locations, please record the information on the back. 22 Thank you for your participation in this important study. If you have any questions, please call: 1-800-566-6262 MORPACE International, Inc. Department M030504 31700 Middlebelt Road, Suite 200 Farmington Hills, MI 48334