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Summary of Recommended Standardized Procedures and Guidelines 11
Table 1. Summary of items examined in project.
Categories Ref Item Type of Recommendation Section
Design of Survey I-1 Minimum Question Specification Standardized Procedures 2.1.1
Instruments I-2 Standardization of Categories Standardized Procedures 2.1.2
I-5 Standard Question Wordings Standardized Procedures 2.1.3
Design of Data D-1 Number and Type of Contacts Standardized Procedures 2.2.1
Collection D-3 Proxy Reporting Standardized Procedures 2.2.2
Procedures D-4 Complete Household Definition Standardized Procedures 2.2.3
D-6 Sample Replacement Guidelines 2.2.4
D-7 Item Non-response Standardized Procedures 2.2.5
D-8 Unit Non-response Standardized Procedures 2.2.6
D-10 Initial Contacts More Research 2.2.7
D-13 Incentives Guidelines 2.2.8
D-14 Respondent Burden Standardized Procedures 2.2.9
Pilot Surveys and P-2 Requirements for Pretests or Pilots Standardized Procedures 2.3.1
Pretests and Guidelines
P-3 Sample Sizes for Pretests and Pilots Standardized Procedures 2.3.2
Survey E-2 Ethics Standardized Procedures 2.4.1
Implementation E-3 Mailing Materials Standardized Procedures 2.4.2
E-4 Respondent Questions Standardized Procedures 2.4.3
E-5 Caller ID Standardized Procedures 2.4.4
E-9 Answering Machines and Repeated Standardized Procedures 2.4.5
Call-Back Requests
E-10 Incorrect Reporting of Non-Mobility Standardized Procedures 2.4.6
E-11 Recording Time of Day Standardized Procedures 2.4.7
E-12 Time of Day to Begin and End Standardized Procedures 2.4.8
Reporting
E-13 Creation of Identification Numbers Standardized Procedures 2.4.9
and Guidelines
Data Coding C-1 Geocoding Standards Standardized Procedures 2.5.1
Including C-2 Level of Geocoding to be Performed Standardized Procedures 2.5.2
Geocoding C-4 Missing Values, Use of Zero, Etc. Standardized Procedures 2.5.3
C-5 Coding Complex Variables Standardized Procedures 2.5.4
and Guidelines
Data Analysis and A-1 Assessing Sample Biases Standardized Procedures 2.6.1
Expansion A-2 Weighting and Expansion of Data Standardized Procedures 2.6.2
A-3 Missing Data Imputation Standardized Procedures 2.6.3
A-4 Data Archiving Standardized Procedures 2.6.4
A-6 Documentation Standardized Procedures 2.6.5
Assessment of Q-1 Computing Response Rates Standardized Procedures 2.7.1
Survey Quality Q-2 Transportation Measures of Quality Standardized Procedures 2.7.2
Q-3 Coverage Error Standardized Procedures 2.7.3
Q-5 Proxy Reporting as a Quality Indicator Standardized Procedures 2.7.4
Q-6 Validation Statistics Standardized Procedures 2.7.5
Q-7 Data Cleaning Statistics Standardized Procedures 2.7.6
Q-8 Number of Missing Values Standardized Procedures 2.7.7
Q-9 Adherence to Quality Guidelines Standardized Procedures 2.7.8
In making these recommendations, it is also hoped that those who are less well-informed will
find this to be a useful way to define how a survey might be done that would meet current expec-
tations of quality, accuracy, and comparability. To this end, also, an RFP template has been
developed that incorporates the majority of the suggested standardized procedures. To be con-
sistent with normal RFP language, the narrative is written in prescriptive language. This should
not be misinterpreted by the casual reader as implying establishment of standards; rather, it is
simply a way of presenting an RFP in its normal form.
2.1 Design of Survey Instruments
2.1.1 I-1: Minimum Question Specification
This item addresses the issue of the minimum question content of a household or personal
travel survey. It covers what is considered to be essential information about the demographics
