1. SURVEY METHODOLOGY Jerome Mihm, Small Cities CDBG & Tech. Svc.

2. LMI Area Benefit National Objective  Determine the service area – the entire area served by the activity  Determine that the service area is primarily residential  Determine whether the area is at least 51% LMI

3. Proving LMI Area Benefit National Objective  Census – Census Tract & Block Group  Survey

4. DOH Policy  All proposed survey methodologies must be preapproved by DOH before they are carried out by the Town  Survey Waiver Form – Must be submitted to DOH prior to conducting survey if anticipated LMI percentage is less than 46%  A survey will be deemed valid for no more than 3 years (same activity, same service area)  Surveys must be updated if economic/noneconomic change in service area

5. Conducting the Survey 1. Select the Survey Type 2. Develop the Questionnaire 3. Select the Sample 4. Conduct the Survey 5. Determine the Results 6. Document the Results

6. Select the Survey Type  Mail Survey  Face-to-Face Interviews  Telephone Interviews  Web-Based Survey (introduced in CPD Notice 14- 13)

7. Develop the Questionnaire  Four areas to consider when developing a questionnaire:  Determine the question content, scope, and purpose  Choose the response format to be used in collecting information from the respondent  Word the questions so as to get at the issue of interest  Determine how best (i.e., the order) to place the questions in the survey  A sample questionnaire is provided in DOH Survey Methodology Handbook

8. Select the Sample  Define the Population  Determine the Size of the Sample  Determine How to Handle Unreachables and Nonresponders  Draw the Samples

9. Conduct the Survey  Promote the Survey  Recruit and Train Interviewers  Conduct the Interview  Review the Completed Surveys

10. Determine the Results  Tabulate the Responses  Complete the Low- and Moderate-Income Worksheet  Analyze the Results  Are at least 51% of the residents LMI?

11. Document Your Results  Keep Completed Surveys  Keep a List of the Actual Families Sampled  Keep Tabulations

12. Keep In Mind  May not round up to achieve 51% LMI benefit  Interviewers should be qualified, neutral, and have no vested interest in the project  Confidentiality  Required Survey Submissions Checklist  DOH Survey Methodology Handbook is available on the DOH website: http://www.ct.gov/doh/lib/doh/doh_survey_metho dology.pdf. http://www.ct.gov/doh/lib/doh/doh_survey_metho dology.pdf