Merritt 7 Final Report
Transcription
Merritt 7 Final Report
Partners in Transportation December 2007 Merritt 7 Final Report Contact: Bud Titsworth 2Plus, Inc. 5 Tower Ridge Westport, CT 06880 203.222.7001 btitsworth@2plus.com Presented to CONNDOT Merritt 7 Final Report Table of contents Title Page 1 Table of Contents 2 Campaign Description/Objectives/Goals 3 Results Summary 4 Findings 5 Observations 7 Conclusions 9 Opportunities 11 Appendices 12 A. Discussion Guide B. Project Team C. Workplan D. Area Map E. Targeted Businesses F. Weekly Progress Reports G. ConnDOT-Sponsored Services & Links H. Contact Referrals I. Meeting Report J. Follow-up Report k. SWRPA Overview December 2007 12 15 16 17 18 31 42 43 44 45 46 Page 2 Merritt 7 Final Report Campaign Description/Objectives/Goals PROJECT DESCRIPTION The 2007 Route 7/Route 15 interchange marketing campaign was designed to promote Connecticut Department of Transportation (ConnDOT) Commuter Services, and to promote assistance to employers not currently engaged with other transportation programs or offices. Coordinated by the South Western Regional Planning Agency, the campaign included direct telephone contact using a discussion guide (Appendix A), and was implemented by a team consisting of ConnDOT, and ConnDOT Commuter Services representatives from MetroPool, Rideworks, and 2Plus (Appendix B). The campaign ran from the last week of July through mid-September, 2007. The campaign was budgeted at $25,000. Funding was included in the 2007 Statewide Ridesharing Project (# 0170-2709; see Work plan Appendix C). The campaign’s target group included 442 businesses in the general area of the Routes 7/15 interchange in Norwalk (see Appendices D & E). OBJECTIVES The project was designed to inform employers about available ConnDOT transit & ridesharing options; to deliver ConnDOT transit & ridesharing information to employers; and to promote ConnDOT Commuter Services programs with emphasis on assistance to employers in commuter trip planning. GOALS • • • • • • Assess area business transportation needs Gauge awareness of ConnDOT-sponsored ridesharing services Measure interest in employer promotion of carpool, vanpool, bus, rail, telecommuting, and tax benefit commuting options Identify at least 75 businesses interested in ConnDOT-sponsored alternative commute modes Identify 110 persons who are initially interested in ConnDOT-sponsored services o Enroll at least ten of that subset into carpool, vanpool, bus, or rail services Document and evaluate the program December 2007 Page 3 Merritt 7 Final Report Results Summary Business Needs Assessment/Interest Nearly two-thirds of the businesses contacted reported being interested in information about ConnDOT’s commuting services for their employees. Interest levels varied but were high for specific individual services. The highest interest level was in promoting shuttle service from the train stations. The one exception to the high interest levels was telecommuting with a 12% interest level. Awareness of ConnDOT Ridesharing Services Only 27% of businesses reported awareness that ConnDOT offers transportation services. But nearly all (93%) were aware of at least one ConnDOT-sponsored service. Identify 110 Persons Interested in Services/Enroll Ten The 124 businesses participating in the initial telephone meetings represent nearly 3,500 employees. The 110/10 goals are expected to be significantly exceeded in the followup/fulfillment stages with these employers, which is ongoing among MetroPool, Rideworks, and 2Plus. Document & Evaluate the Program This report summarizes the Merritt 7 campaign findings, offers an analysis and discussion of the effort, and presents conclusions and recommendations. Appendices provide the project team participants; related scope-work plan; area map; list of businesses contacted; relevant ConnDOT services & links; contact referrals; and telephone meeting feedback form. December 2007 Page 4 Merritt 7 Final Report Findings Employer Contacts • First attempts to contact all 442 employers were made (100%) • Interviews were completed with 124 businesses (28%) (see Appendix F). The remaining 318 were either not interested or did not respond to messages left (follow-ups could be made in a second phase of the campaign, but time expired before any follow-ups could be made within ConnDOT’s time limit) • 81 businesses (65%) were interested in ConnDOT-sponsored ridesharing services • The 124 businesses represent nearly 3,500 total employees Employer Awareness • 27% of the employers interviewed were aware of ConnDOT-sponsored ridesharing services • 93% of employers were aware of at least one of the transportation services sponsored by ConnDOT (see Appendix G): Metro North 93% Norwalk Wheels 65% Easy Street 50% Norwalk Commuter Connection 42% Danbury Branch Line 38% Route 7 Link 31% Telecommute Connecticut 19% NuRide 13% Employer Interest • Areas of Interest: o Promoting shuttle service to train (86%) o Carpool (49%) o Vanpool (49%) o Commuter Tax Benefit (48%) o Norwalk Transit District (48%) o Bus (46%) o Rail (44%) o Telework (12%) • The campaign generated 160 individual requests for more information on ConnDOTsponsored ridesharing services, with an average of two requests per company • Among the 160 requests, 87 responses were sent to MetroPool; 58 to 2Plus; and 15 to Rideworks (see Appendix H) December 2007 Page 5 Merritt 7 Final Report FINDINGS … CONTINUED • Initial action on the 160 requests for more information is broken out as follows: o Provided requested information 68 (42%) o Set up meeting(s) 19 (12%) o Meeting/presentation held 6 (4%) o Left contact information 11 (7%) o Will re-contact 39 (24%) o No longer/not interested 17 (11%) Total 160 (100%) • MetroPool has generated 34 new corporate clients, representing over 900 employees • 2Plus has scheduled 16 vanpool meetings, and has already delivered presentations on vanpooling at six employer sites • Rideworks provided requested information to two employers and left contact information/website reference with 11 employers December 2007 Page 6 Merritt 7 Final Report OBSERVATIONS The following section provides team members’ observations (random order) on issues raised in pre-implementation discussions and during the campaign itself: • Employers expressed no concerns/complaints about receiving multiple calls from separate ConnDOT Commuter Services representatives • Geographic definitions should be flexible, incorporating local Transportation Demand Management area expertise. The only specific geographic limitation should be state boundaries. In defining study areas, rigidity should be avoided, thus allowing inclusion of businesses/business segments important to the area that might otherwise be excluded simply because of an overly-specific geographic definition • Smaller businesses had believed that ConnDOT wasn’t interested in them, and were pleased to learn that ConnDOT wanted their input, thus creating a significant amount of good will toward ConnDOT in this business sector • There was a significant level of response to voicemail messages left from initial calls, indicating strong employer interest in learning about transportation solutions for their employees • Follow-ups by ConnDOT Commuter Services representatives should be more than just leaving voicemail messages – personal contact should be made to build and reinforce positive relationships • Despite some initial concerns about including retail, restaurants, medical offices, government offices, and banks, these segments yielded generally positive responses and should not be excluded from future campaigns • Sole proprietors and real estate offices are low-potential categories. If real estate offices are contacted in future, offering services to their clients rather than to their employees may be more productive • The determination of whether or not an employer prospect is an appropriate “fit” is best made after direct personal contact is made • The relatively high completion rate notwithstanding, summer (because of vacations) and Friday afternoons are not optimum times for contact December 2007 Page 7 Merritt 7 Final Report OBSERVATIONS … CONTINUED • The Meeting Report feedback form (see Appendix I) can be improved to include more detail (e.g., allowing room for more “richness” in terms of the dialogue; analyzing aspects of the form to determine areas most helpful; recommendations for further follow-up) • Each organization participating in the project should designate a specific individual as the point of contact for that organization to insure optimum coordination December 2007 Page 8 Merritt 7 Final Report Conclusions This section offers lessons learned from the Merritt 7 campaign that can be applied to future marketing and outreach efforts: • The Merritt 7 area has strong potential for increasing participation in ConnDOTsponsored transit & ridesharing services, with two-thirds of employers interested in more information on transportation for their employees • While awareness that ConnDOT offers transportation solutions is relatively low at 27%, awareness of most of the specific programs themselves (e.g., Metro North, Easy Street, etc.) is strong. The Merritt 7 campaign has been a useful, important strategy in increasing the awareness level about ConnDOT’s interest and involvement in employee transportation solutions • Employer interest in promoting ConnDOT-sponsored transit & ridesharing programs is extremely high • The personalized, localized model used for the Merritt 7 project yields positive results: it generates good will for ConnDOT, communicates ConnDOT’s interest in helping smaller businesses promote ConnDOT-sponsored transit & ridesharing services, and enables employers to offer commuting solutions to employees without any incremental cost/effort on the part of the employer • The ConnDOT Commuter Services team approach has proved very successful due to six primary factors: up-front team buy-in; a comprehensive pre-implementation process which developed the campaign’s scope; periodic team meetings to review progress and adjust activities; immediate follow-up and delivery of services; the paradigm shift to a sales/customer service/relational format from prior research-oriented surveys with little to no follow-up by vendors; and oversight by the South Western Regional Planning Agency • A key factor in the success of the project was identification of a project manager for each participating organization. Without a designated project manager, a campaign can suffer from less participation by the organization, less satisfaction with the project by that organization, and fewer positive results for its functional area • This marketing/sales strategy appears to work effectively as either a single, stand-alone communications tool, or in concert with other ConnDOT efforts (e.g., statewide media campaigns) December 2007 Page 9 Merritt 7 Final Report Conclusions…Continued • Although interest in telecommuting was low, employers expressed interest in learning more about telecommuting, indicating potential for increasing that interest level with continued contact/education December 2007 Page 10 Merritt 7 Final Report Opportunities Following the Statewide Ridesharing Work Plan Goal to “Identify opportunities for TDM growth in business areas,” following are opportunities stemming directly from the data collected and the project team’s observations and conclusions: • Continue the normal course-of-business follow-up/fulfillment process with the employers contacted • Follow-up in three to six months with employers who requested information • Extend contacts in Phase II of Merritt 7 – i.e., expanding beyond the Phase I list of 442 businesses. There are more than 1,000 businesses remaining to be contacted in the area; and more than half of employers contacted expressed interest in ConnDOT’s “flexible” commuter services (carpool; vanpool; tax benefit; etc.). Where ConnDOT’s “fixed” commuter services (bus; rail) are available, these receive strong interest as well • Utilize the Merritt 7 model for a similar campaign in Stamford • Utilize the Merritt 7 model for similar campaigns Statewide • Develop and implement “Try Transit” incentives for available transit services with capacity. This program can be modeled after the “ten trip” CT Transit promotional program in effect in Hartford, and can effectively support marketing and outreach efforts ranging from Merritt 7-like campaigns to community group and faith-based organization outreach to travel training sessions December 2007 Page 11 Merritt 7 Final Report Appendix A – Discussion Guide Hello, my name is ________. We are contacting you to discuss programs and services available through the Connecticut Department of Transportation (ConnDOT) that benefit employee commuting, and to learn about your company’s transportation needs. Are you the proper person to speak with about employee transportation issues? If no, ask who? Get phone and appropriate contact information? Confirm & update through conversations (data in original list): Company data: Size ________ Industry _____________ ASK THIS QUESTION OF FIRMS WITH MORE THAN 20 EMPLOYEES: What percentage of your employees travel to work via the following: (If you don’t know, can you give me an estimate? (You may want to say something like, less than 10%; about half) • personal automobile • train • bus • vanpool • carpool • walk • bike • other (get explanation) Does your company plan to hire additional employees within the next quarter? Do you experience recruiting problems due to transportation issues and concerns? Do you discuss employee transportation options during employee orientation? What type of schedule do your employees work? [] Straight schedule [] Shifts What are the hours/shifts? Obtain the following: • Contact person • Contact title • Contact phone • Contact email • Best method of contact – Phone or email December 2007 Page 12 Merritt 7 Final Report DISCUSSION GUIDE … P2 The Connecticut Department of Transportation supports a variety of transit and ridesharing services for employee transportation. Are you familiar with the following? • • • • • • • • Easy Street vanpools NuRide incentive based online automobile based rideshare program Telecommute Connecticut consultation Route 7 Link (jointly operated by Norwalk Transit and HART) Norwalk Wheels local bus service with interregional bus connections to the west (CTTRANSIT Stamford Division) and the east (Coastal Link) Danbury Branch Line Rail Service operated by Metro-North to Merritt 7 Station Metro-North/New Haven Line Norwalk Commuter Connections Shuttle Buses We are trying to measure how transportation issues impact employees in the Merritt 7 interchange area. • What percentage of your employees have issues with transportation (i.e. trouble finding transportation, too many transfers, too much time spent traveling to work, etc…)? If you don’t know, take an educated guess. • Is parking a problem in your area? • Do you provide preferential parking to vanpools and carpools? o If not, what do you think of the idea? • Do you provide transit/parking benefits of any kind for your employees? o If so, what benefits? • Are you familiar with the transportation fringe benefit? (You may recognize it as Deduct-A-Ride or Commuter Choice). It can be used to pay for transit and vanpool fares up to $110.00 per employee per month. • Does a shuttle bus run from the train station to your facility? o If not, if a shuttle ran from the train station to your facility, would you encourage your employees to use it? December 2007 Page 13 Merritt 7 Final Report DISCUSSION GUIDE … P3 • • Do you know that ConnDOT provides transportation solutions for commuting employees that address issues and concerns ranging from telework programs to commuter rail, vanpool, carpool, and bus service in the Merritt 7 area? Does recognition for participation in environmentally beneficial programs play an important role in the decision making process in your organization? o If yes, what are they? We are currently working with many employers in your area and would like to include your company in our outreach. We want to begin working with you to provide custom transportation solutions as a part of your employee benefits package(s). • Would you like information on the following transportation services? o o o o o o o o Commuter rail – Interest level Bus – Interest level Vanpool – Interest level Carpool – Interest level Telework – Interest level Transportation related tax savings programs – Interest level Norwalk Transit District – Interest level Commuter Van Shuttles – Interest level The information you requested will be sent to you shortly. A Connecticut Commuter Services representative familiar with the information that you requested will also follow up with you to answer any questions you may have and/or to plan an on-site visit. For immediate assistance or to check the purpose of this contact please feel free to contact Sue Prosi the South Western Regional Planning Agency at (203) 316-5190 x16. December 2007 Page 14 Merritt 7 Final Report Appendix B – Project Team Connecticut Department of Transportation (ConnDOT) James Stutz www.ct.gov/dot/ MetroPool Theresa Fanelle www.metropool.com Norwalk Transit District Nancy Carroll www.norwalktransit.com Rideworks No specific individual www.rideworks.com South Western Regional Planning Agency Sue Prosi www.swrpa.org 2Plus Dr. Travis Bradshaw, Cheryl Jones, Bud Titsworth, Byron York www.2plus.com December 2007 Page 15 Merritt 7 Final Report Appendix C – 2Plus State Fiscal Year 2007 Work plan Statewide Employer Services Program Task 2: Direct Contact to Businesses Contact: Dr. Travis Bradshaw Task Goal Timeline 2.1 Research - Using demographic and business data seek to identify areas in which to target for alternative commute mode purposes. Identify opportunities for TDM growth in business areas. Ongoing 2.2 Create and implement an activity plan for each campaign by coordinating with the state and any other TDM organization, including a complete fullfillment and evaulation plan, that will be affected by the campaign. Outline a working plan for each campaign. Coordinate with the state and any affected TDM provider on their role(s) in the campaign. Ongoing 2.3 Identify and contact businesses as directed by CDOT. Gather information such as transportation, growth, and employee needs of businesses and place the information into an on-line accessible database. Ongoing 2.4 Provide follow-up letter and sample brochures of state ridesharing programs to interested business customers as needed. Follow-up with all new prospects via letter, sample brochures, and appropriate supporting material as needed. Ongoing 2.5 Place new business customer information into a on-line database accessible by ConnDOT and TDM providers. Work with ConnDOT and TDM providers in identifying potential business customers willing to promote ridesharing. Ongoing 2.6 Initiate specialized follow-up contact for all businesses interested in receiving more information on ridesharing, if they have not been contacted by local TDM providers within one month of being placed in the database. Provide customized follow-up to businesses interested in ridesharing, if they have not been promptly contacted by local TDM providers. Ongoing 2.7 Prepare an activity/evaluation report for the employer direct contact program on a quarterly basis. Prepare quarterly reports. Ongoing 2.8 Track ridesharing pre-qualified contacts from first contact to initial placement in an HOV mode. Work with local TDM professionals on this effort. Continuously monitor the business leads generation and placement process in a webaccessible interactive database format. Report the progress quarterly. Ongoing 2.9 Tracking support for the state's business TDM customers by HOV mode, after placement. Maintain a tracking program for the ridesharers, enrolled in the state's TDM programs. Ongoing December 2007 Page 16 Merritt 7 Final Report Appendix D – General Target Area Map December 2007 Page 17 Merritt 7 Final Report Appendix E – Targeted Businesses Target Group Locations: The target group included 442 businesses within the general area of the Route 7/Route 15 intersection in Norwalk, Connecticut. December 2007 Page 18 Merritt 7 Final Report APPENDIX E … CONTINUED Reached Group Locations: The reached group included 124 businesses. One hundred and twenty-four businesses completed the discussion format survey with 81 interested in ConnDOT sponsored alternative commuting services and 43 with no interest. Blue stars are indicative of businesses with an interest in these services. Ping splash circles are indicative of businesses with no interest in these services. It appears that businesses along East and West Avenues paralleling the Norwalk River South of Route 1 and North of I-95 have a higher interest in ConnDOT alternative commute services than do businesses scattered along other streets or routes. December 2007 Page 19 Merritt 7 Final Report APPENDIX E … CONTINUED COMPANY_NAME AT&T ABB USA INC ACHIEVE ADAMS BUSINESS RESEARCH ADEPTRA INC ADVANCED CENTER-REHAB MEDICINE ADVANCED COMPUTER TECHNOLOGIES ADVANCED HEALTH PROFESSIONALS AIDS COUNSELING & TESTING ALAN FREEDMAN ALBERT D PHELPS BLDG MGMT ALCAN PACKAGING ALL AMERICAN CUSTOM POOLS INC ALLEGRA PRINT & IMAGING ALLERGY ASTHMA ASSOC-NORWALK ALLIANCE FOR WOMEN'S HEALTH ALLIANCE FOR WOMEN'S HEALTH ALLIANCE FOR WOMEN'S HEALTH ALLIANCE MD LLC ALLIED FINANCIAL SVC ALLSTATE INSURANCE CO ALLSTATE INSURANCE CO ALTIERI SEBOR WIEBOR CNSLTNG AMERICAN ALARM & COMMUNICATION AMERICAN EXPRESS AMERICAN LIVERY SVC INC ANDRIOPOULOS-DESIGN ASSOC ANDY ON CALL ANDY ROSS GROUP APPLE FARM PRODUCE & DELI LLC APPLERA CORP ARCH CHEMICALS INC ARISE FUTON ARTISTS' MARKET INC ASPEN DENTAL ASSOC AUSTIN MC GUIRE CO AVERY CENTER FOR OBSTETRICS BANK OF AMERICA BANKSVILLE DESIGNER FABRICS BARNES & NOBLE BOOKSELLERS BAYADA NURSES BCC RESEARCH BCC RESEARCH December 2007 SELECTED_SIC_DESC TELECOMMUNICATIONS SERVICES POWER PLANT EQUIPMENT-MANUFACTURERS CHILD CARE SERVICE MARKET RESEARCH & ANALYSIS COMPUTER SOFTWARE PHYSICIANS & SURGEONS SIC_CODE 481302 361201 835101 873204 737101 801101 COMPUTERS-SERVICE & REPAIR CHIROPRACTORS DC GOVERNMENT OFFICES-CITY, VILLAGE & TWP COUNTY GOVERNMENT-COURTS FUEL MANAGEMENT CAN-MANUFACTURERS HOME IMPROVEMENTS PRINTERS (MFRS) PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS REAL ESTATE LOANS INSURANCE INSURANCE ENGINEERS-CONSULTING BURGLAR ALARM SYSTEMS & MONITORING-MFRS CREDIT CARD & OTHER CREDIT PLANS AIRPORT TRANSPORTATION SERVICE INTERIOR DECORATORS DESIGN & CONSULTANTS HANDYMAN SERVICES REAL ESTATE LOANS FOOD PRODUCTS-RETAIL LABORATORY ANALYTICAL INSTRUMENTS (MFRS) CHEMICALS-MANUFACTURERS FUTONS PICTURE FRAMES-DEALERS DENTISTS REAL ESTATE APPRAISERS PHYSICIANS & SURGEONS BANKS FABRIC SHOPS BOOK DEALERS-USED & RARE NURSES & NURSES' REGISTRIES MARKET RESEARCH & ANALYSIS PUBLISHERS (MFRS) 737801 804101 912104 921103 874198 341101 179921 275998 801101 801101 801101 801101 801101 616201 641112 641112 871111 366906 615302 411903 871202 152115 616201 543101 382698 289905 571223 599969 802101 653116 801101 602101 594902 594201 808201 873204 274105 Page 20 Merritt 7 Final Report APPENDIX E … CONTINUED BEDFORD ASSOCIATES INC BENEFIT PLANNING SVC BEST FRIENDS PET CARE INC BEST IMPRESSIONS BILDNER CAPITAL CORP BINDING BRAUEREI USA BIOMED PACKAGING SYSTEMS INC BMI FULFILLMENT SVC BOB'S STORES BOCICAUT GUY REAL ESTATE BOOTH FINANCIAL ASSOC BPI REPROGRAPHICS BRAND REALITY GROUP BRANDMAN'S EQUIPMENT & REPAIR BRANDMAN'S PAINT & DECORATING BRIDGE TO INDIA BRIGGS TIRE CO BROAD RIVER ANIMAL HOSPITAL BROAD RIVER HOMES BROOKS LABORATORIES C S UNITEC INC CANON BUSINESS SOLUTIONS EAST CAPITAL BROKERAGE CAPITAL REALTY SVC CAPT'N JOHN'S CLAMBAKES CARDIOLOGY ASSOCIATES CARLSON RESIDENCE CAROUSEL PRESCHOOL DAY NURSERY CARTESIS CARUSO'S PLUMBING & HEATING CARVEL ICE CREAM & BAKERY CEBAL AMERICA CENTENE CORP CENTERCHEM INC CENTRAL COMMUNICATIONS INC CENTURY LEASING CHILDRENS DENTAL OF NORWALK CHILDREN'S PLACE CIRCUIT CITY CISCO SYSTEMS CITY OF NORWALK EMPLOYEES CITY SANITARIANS CLASSIC NAILS COAST DENTAL SVC INC December 2007 COMPUTER SOFTWARE INSURANCE CONSULTANTS & ADVISORS PET SERVICES PRINTERS (MFRS) REAL ESTATE LOANS BREWERS (MFRS) PHYSICIANS & SURGEONS EQUIP & SUPLS-MFRS MARKETING PROGRAMS & SERVICES APPAREL-MENS-WHOLESALE REAL ESTATE FINANCIAL PLANNING CONSULTANTS COMMERCIAL PRINTING NEC (MFRS) PUBLIC RELATIONS COUNSELORS PAINT-RETAIL HOME CENTERS FOODS-CARRY OUT METALWORKING MACHINERY NEC (MFRS) VETERINARIANS RETIREMENT COMMUNITIES & HOMES PREPACKAGED SOFTWARE TOOLS-PNEUMATIC-MANUFACTURERS COPYING & DUPLICATING MACHINES & SUPLS INSURANCE REAL ESTATE SEAFOOD-RETAIL PHYSICIANS & SURGEONS REST HOMES 573401 641112 075210 275202 616201 208201 384104 874213 561101 653118 628205 275998 874302 526106 523107 581208 553123 074201 805904 873111 508456 504403 641112 653118 581212 801101 805901 CHILD CARE SERVICE PUBLISHERS-COMPUTER SOFTWARE (MFRS) HEATING CONTRACTORS DAIRY PRODUCTS-RETAIL PHYSICIANS & SURGEONS EQUIP & SUPLS-MFRS HEALTH MAINTENANCE ORGANIZATIONS CHEMICALS (WHOLESALE) BURGLAR ALARM SYSTEMS (WHOLESALE) REFRIGERATION EQUIPMENT-TRUCK (MFRS) DENTISTS CHILDRENS & INFANTS WEAR-RETAIL APPLIANCES-HOUSEHOLD-MAJOR-DEALERS INTERNET SERVICE GOVERNMENT OFFICES-CITY, VILLAGE & TWP GOVERNMENT OFFICES-CITY, VILLAGE & TWP MANICURING DENTISTS 835101 274121 171102 581203 384104 809904 516916 738903 762921 802101 564103 573117 737904 912104 912104 723102 802101 Page 21 Merritt 7 Final Report APPENDIX E … CONTINUED COASTAL HAND THERAPY COASTAL ORTHOPAEDDICS COMDISCO INC COMMERCE BANK COMPUSA CONNECTICUT COMMUNITY BANK CONNECTICUT DESIGN CTR CONNECTICUT HOME HEALTH CARE CONNIE JANSSEN LCSW COREN CHIROPRACTIC CARE CTR COSMIC COMPUTERS INC COUNTRY LIVING ASSOC COUNTRYWIDE HOME LOANS COUNTRYWIDE HOME LOANS COURTYARD-NORWALK CRANBURY CHIROPRACTIC CTR CREATIVE DIRECTIONS CREATIVE VIDEO CORP CVS PHARMACY CVS PHARMACY DA VITA HEALTHCARE DARBY SHOFF CO INC DAVID HARVEY JEWELERS DE ROSA RESEARCH & TRADING INC DEPARTMENT OF MENTAL HEALTH DERMATOLOGY CENTER DESMOND VIRGULAK BROWN REALTY DEVAN ACURA OF NORWALK DEVINE BROTHERS INC DI NARDO BROTHERS DICKSON PRODUCT DEVELOPMENT CO DINA'S DELI DIRECTIVE ANALYTICS DOG GONE SMART'S DOG GUARD DOLCE NORWALK DRAPERIES INC EACM ADVISORS LLC EAST AVENUE PODIATRY NORWALK EASTER SEALS EDIBLE ARRANGEMENTS EDS CORP EMC CORP EMCOR GROUP INC December 2007 OCCUPATIONAL THERAPISTS PHYSICIANS & SURGEONS DATA PROCESSING EQUIPMENT (WHOLESALE) BANKS COMPUTER & EQUIPMENT DEALERS BANKS FURNITURE-DEALERS-RETAIL NURSES & NURSES' REGISTRIES SOCIAL WORKERS CHIROPRACTORS DC COMPUTERS-SYSTEM DESIGNERS & CONSULTANTS RELOCATION SERVICE REAL ESTATE LOANS REAL ESTATE LOANS HOTELS & MOTELS CHIROPRACTORS DC GRAPHIC DESIGNERS WEDDING SUPPLIES & SERVICES PHARMACIES PHARMACIES CLINICS INSURANCE JEWELERS-RETAIL RESEARCH SERVICE MENTAL HEALTH SERVICES PHYSICIANS & SURGEONS REAL ESTATE AUTOMOBILE DEALERS-NEW CARS STONE-CRUSHED REAL ESTATE 804911 801101 504507 602101 573407 602101 571216 808201 832221 804101 737103 653118 616201 616201 701101 804101 733603 781211 591205 591205 809203 641112 594409 873206 806301 801101 653118 551102 327301 653118 MACHINE SHOPS (MFRS) DELICATESSENS MARKET RESEARCH & ANALYSIS PET BOARDING & SITTING CONVENTION & MEETING FACILITIES & SVC CURTAINS-MANUFACTURERS FINANCING CONSULTANTS PODIATRISTS REHABILITATION SERVICES PARTY SUPPLIES DATA PROCESSING SERVICE DATA PROCESSING EQUIPMENT-MAINTENANCE CONSTRUCTION-HEAVY PROJECTS 359903 581209 873204 075211 738931 571916 628204 804301 833102 594732 737401 737802 173101 Page 22 Merritt 7 Final Report APPENDIX E … CONTINUED EMG CONSULTING GROUP ENDODONTIC ASSOCIATES ENR ENTRE' EQUITY CORPORATE HOUSING EVALUATION ASSOCIATES EXPRESSWAY DRIVE-THRU LUBE CTR FACT SET RESEARCH SYSTEMS INC FAIRFIELD CNTY CONVENTION FAIRFIELD COUNTY BANK FAIRFIELD MANOR HEALTH CARE FAIRFIELD MINT FAIRFIELD PODIATRY ASSOC FAIRFIELD RETAIL PARTNERS FAMILY & CHILDREN'S AGENCY INC FAMILY DENTISTRY FAMILY RE ENTRY FASHION BUG FIBROMYALGIA & FATIGUE CTR INC FIRST CLASS DRIVING SVC FIRST DISTRICT WATER DEPT FORESIGHT TECHNOLOGIES CORP FOUR POINTS BY SHERATON-NORWLK FRANCES BECKER FRANCO'S REFINISHING FRANK C MEYER CO FRIENDLY SERVICE STATION GAMESTOP GAP GAP GAP KIDS GE CORPORATE FINANCIAL SVC GENUARIO'S FLOOR COVERING CTR GEORGE P KELLY MD GEORGE WASHINGTON CARVER CMNTY GEORGETOWN SUBARU GERIATRIC CARE MGMT ASSOC GMR GOLDMAN GRUDER & WOODS LLC GOODMIND LLC GOODWILL INDUSTRIES GREENFIELD ONLINE GREENWICH HOSPITAL BLOOD DRAW GUARDSMAN FURNITURE PRO December 2007 CONSULTANTS-BUSINESS NEC DENTISTS PUBLICITY SERVICE IMPORTERS (WHOL) HOUSING CONSULTANTS PERIODICALS-PUBLISHING & PRINTING (MFRS) AUTOMOBILE REPAIRING & SERVICE PUBLISHERS-DIRECTORY & GUIDE (MFRS) GOVERNMENT OFFICES-COUNTY BANKS NURSING & CONVALESCENT HOMES COLLECTIBLES PODIATRISTS REAL ESTATE MEDICAL ALARMS (WHOLESALE) DENTISTS MARRIAGE & FAMILY COUNSELORS WOMEN'S APPAREL-RETAIL MEDICAL CENTERS AIRPORT TRANSPORTATION SERVICE WATER & SEWAGE COMPANIES-UTILITY DATA PROCESSING SERVICE HOTELS & MOTELS MENTAL HEALTH SERVICES FURNITURE-REPAIRING & REFINISHING PAPER-MANUFACTURERS SERVICE STATIONS-GASOLINE & OIL VIDEO GAMES MEN'S CLOTHING & FURNISHINGS-RETAIL MEN'S CLOTHING & FURNISHINGS-RETAIL CHILDRENS & INFANTS WEAR-RETAIL NONCLASSIFIED ESTABLISHMENTS TILE-CERAMIC-CONTRACTORS & DEALERS PHYSICIANS & SURGEONS 874899 802101 731910 874201 653124 272198 753801 274107 912103 602101 805101 594705 804301 653118 839901 802101 832215 562101 806201 411903 494102 737401 701101 806301 764105 262101 554101 573112 561101 561101 564103 999999 571305 801101 SOCIAL SERVICE & WELFARE ORGANIZATIONS AUTOMOBILE DEALERS-NEW CARS HOME HEALTH SERVICE FINANCING ATTORNEYS MARKET RESEARCH & ANALYSIS THRIFT SHOPS FOOD BROKERS (WHOL) LABORATORIES-MEDICAL FURNITURE-REPAIRING & REFINISHING 832218 551102 808201 614102 811103 873204 593222 514102 807101 764105 Page 23 Merritt 7 Final Report APPENDIX E … CONTINUED GUARIGLIA & GOLDBERG H & R BLOCK TAX SVC HAND REHABILITATION CTR HARDWOOD WHOLESALERS HARMON STORES HARRIS INTERACTIVE INC HASBRO INTERNATIONAL HEALTHSOUTH SPORTS MEDICINE HEARING & BALANCE ASSOC HEARING BALANCE & SPEECH CTR HEWITT ASSOCIATES HICKS & OTIS PRINTS INC HOC METALS INC HOME & FLOORING SOLUTIONS HOME INSTEAD SENIOR CARE HOMESTEAD VILLAGE GUEST STUDIO HONEY HILL CARE CTR HOUR PRESS HUMAN SERVICES COUNCIL I T TECHNOLOGY LLC IMMEDIATE HEALTH CARE IN BEV USA INFORMATION RESOURCES INC INTEGRATED MARKETING INTEGRATED SECURITY SVC INTELLI CLAIM INTERCONEX INC INTERNATIONAL HEALTHCARE LLC IPSOS-ASI INC IVILLAGE INTEGRATED MEDIA J M LAYTON CO INC JACKSON HEWITT TAX SVC JAYSTAR GROUP JEANNE S CAPASSE MD JERRY'S ARTRAMA JOHN G KYLES INC JOHN ROBERT POWERS INTL INC JOHN S HEROLD INC JOHN W IMHOFF JR LAW OFFICES JOSTAL CORP JUVENILE MATTERS KEW PROFESSIONAL PHOTO KEYSTONE HOUSE INC KING INDUSTRIES INC KITCHEN & BATH December 2007 DENTISTS TAX RETURN PREPARATION & FILING REHABILITATION SERVICES FLOOR MATERIALS-WHOLESALE HEALTH & BEAUTY AID PRODUCTS-WHOLESALE MARKET RESEARCH & ANALYSIS LEATHER GOODS-DEALERS PHYSICAL THERAPISTS HEARING IMPAIRED EQUIPMENT & SUPPLIES HEARING IMPAIRED EQUIPMENT & SUPPLIES PENSION & PROFIT SHARING PLANS PAPER-MANUFACTURERS STEEL-DISTRIBUTORS & WAREHOUSES (WHOL) FLOOR LAYING REFINISHING & RESURFACING HOME HEALTH SERVICE HOTELS & MOTELS NURSING & CONVALESCENT HOMES PRINTERS (MFRS) SOCIAL SERVICE & WELFARE ORGANIZATIONS COMPUTERS-ELECTRONIC-MANUFACTURERS PHYSICIANS & SURGEONS MARKETING PROGRAMS & SERVICES MARKET RESEARCH & ANALYSIS MARKETING CONSULTANTS SECURITY CONTROL EQUIP & SYSTEMS-WHOL COMPUTER SOFTWARE RELOCATION SERVICE MEDICAL RESEARCH MARKET RESEARCH & ANALYSIS MULTIMEDIA (MANUFACTURERS) INSURANCE TAX RETURN PREPARATION & FILING COMPUTER SOFTWARE PHYSICIANS & SURGEONS PICTURE FRAMES-DEALERS PHYSICIANS & SURGEONS EQUIP & SUPLS-MFRS MODELING SCHOOLS PETROLEUM CONSULTANTS ATTORNEYS TRUCKING-MOTOR FREIGHT STATE GOVT-CORRECTIONAL INSTITUTIONS PHOTO FINISHING-RETAIL SOCIAL SERVICE & WELFARE ORGANIZATIONS LUBRICANTS-MANUFACTURERS BATHROOM FIXTURES & ACCESSORIES-RETAIL 802101 729101 833102 502313 512215 873204 594803 804918 599979 599979 874216 308302 505106 175203 808201 701101 805101 275202 839998 737314 801101 874213 873204 874214 506304 573401 653101 873304 874213 274119 641112 729101 573401 801101 599965 384104 829913 738992 811103 653118 922302 738401 832218 299202 571923 Page 24 Merritt 7 Final Report APPENDIX E … CONTINUED KNOLL INC KODAK POLYCHROME GRAPHICS LLC KOHL'S DEPARTMENT STORE KOLMAR PETROCHEMICALS AMERICAS KRUGER PAPER SALES INC LABATT USA LEV & BERLIN LEVCO ENERGY LEVIN ASSOCIATES LIBERTY TAX SVC LIFELINE CONNECTICUT AT FCA LILJEQVIST & WARGO INC LINCARE LINENS 'N THINGS LINENS 'N THINGS LOCKWOOD-MATHEWS MANSION LOEHMANN'S INC LOVEJOY & RIMER M & R INTL INC M F DI SCALA & CO MAEROWITZ-KLEIN MAGNOLIA HOME THEATRE MANGO COMPUTERS INC MARATHON MARQUEZ PRODUCE MAX Q TECHNOLOGIES INC MC INTYRE GROUP MC MAHON FORD PARTS MCCA MEDIASPACE SOLUTIONS MEDI-FIT CORPORATE SVC MENTAL RETARDATION DEPT MERCER HUMAN RESOURCE CNSLTNG MERRITT RIVER APARTMENTS MERRITT UNISEX SALON MERRITT VIEW PLAZA MET LIFE MID VALLEY PRODUCTS CO INC MID-FAIRFIELD CHILD GUIDANCE MILITARY DEPT MILLEN INDUSTRIES MILLER'S HALLMARK MILLIGAN REAL ESTATE December 2007 OFFICE FURNITURE & EQUIP-MFRS LITHOGRAPHIC NEGATIVES & PLATES (MFRS) DEPARTMENT STORES 252204 279604 531102 CHEMICALS (WHOLESALE) PAPER PRODUCTS (WHOLESALE) EXPORTERS (WHOL) ATTORNEYS GAS COMPANIES REAL ESTATE TAX RETURN PREPARATION & FILING MEDICAL ALARMS (WHOLESALE) GRAPHIC DESIGNERS OXYGEN THERAPY EQUIPMENT LINENS-RETAIL LINENS-RETAIL NON-PROFIT ORGANIZATIONS WOMEN'S APPAREL-RETAIL ATTORNEYS EXPORTERS (WHOL) REAL ESTATE MANAGEMENT DENTISTS ELECTRONIC EQUIPMENT & SUPPLIES-RETAIL COMPUTER SOFTWARE NURSING & CONVALESCENT HOMES FRUITS & VEGETABLES-WHOLESALE COMPUTER & EQUIPMENT DEALERS EMPLOYMENT AGENCIES & OPPORTUNITIES AUTOMOBILE DEALERS-NEW CARS ALCOHOLISM INFORMATION & TREATMENT CTRS MARKETING PROGRAMS & SERVICES HEALTH CARE INSTRUCTION STATE GOVERNMENT-PUBLIC HEALTH PROGRAMS 516916 511101 518101 811103 492501 653118 729101 504711 733603 809923 571925 571925 841201 562101 811103 509901 653108 802101 573117 573401 805101 514801 573407 736103 551102 839902 874213 832259 943102 PENSION & PROFIT SHARING PLANS APARTMENTS BEAUTY SALONS REAL ESTATE MANAGEMENT INSURANCE FOOD BROKERS (WHOL) CHILD GUIDANCE FEDERAL GOVERNMENT-NATIONAL SECURITY MANUFACTURERS GREETING CARDS-RETAIL REAL ESTATE 874201 651303 723106 653108 641112 514102 832202 971101 399903 594712 653118 Page 25 Merritt 7 Final Report APPENDIX E … CONTINUED MORTGAGE CONSULTING SVC MORTGAGE PLUS LLC MRS CORP MULTIPLE MYELOMA RESEARCH MY GYM CHILDREN'S FITNESS CTR NATIONAL EMPHYSEMA FOUNDATION NEON INC NESTLE HOLDINGS INC NEUROLOGY ASSOCIATES-NORWALK NEUROPSYCHOLOGIAL ASSESSMENT NEW VISION NEW YORK MORTGAGE CO NEXTEL NORFIELD DATA PRODUCTS NORSTAR CORP NORWALK ANESTHESIOLOGY NORWALK ANIMAL HOSPITAL NORWALK COMM CLG RESOURCE CTR NORWALK DENTAL ARTS NORWALK DEPARTMENT OF HEALTH NORWALK EMPLOYEE ASSISTANCE NORWALK FEDERATION OF TEACHERS NORWALK GLASS CO INC NORWALK HEALTH DEPT NORWALK HEALTH INFORMATION NORWALK INN NORWALK MARINE CONTRACTORS INC NORWALK MEDICAL GROUP NORWALK MEDICAL GROUP NORWALK OPEN MRI NORWALK PUBLIC LIBRARY NORWALK PULMONARY CONSULTANTS NORWALK SOCIAL SVC NORWALK WIC PROGRAM NOTRE DAME CONVALESCENT HOME OAK HILLS PARK OASIS COFFEE CO OCCUPATIONAL HEALTH CARE OCCUPATIONAL HEALTH SVC OFFICE POWER LLC OLDHAM RESOURCE GROUP INC December 2007 REAL ESTATE LOANS REAL ESTATE LOANS REAL ESTATE FOUNDATION-EDUC PHILANTHROPIC RESEARCH GYMNASTIC INSTRUCTION FOUNDATION-EDUC PHILANTHROPIC RESEARCH SOCIAL SERVICE & WELFARE ORGANIZATIONS HOLDING COMPANIES (NON-BANK) PHYSICIANS & SURGEONS PSYCHOLOGISTS LASER VISION CORRECTION REAL ESTATE LOANS CELLULAR TELEPHONES (SERVICES) COMPUTER PERIPHERALS (MANUFACTURERS) COMPUTER SOFTWARE PHYSICIANS & SURGEONS VETERINARIANS LIBRARIES-INSTITUTIONAL DENTISTS MEDICAL CENTERS GOVERNMENT OFFICES-CITY, VILLAGE & TWP LABOR ORGANIZATIONS GLASS-AUTO PLATE & WINDOW & ETC CITY GOVERNMENT-PUBLIC HEALTH PROGRAMS GOVERNMENT OFFICES-CITY, VILLAGE & TWP HOTELS & MOTELS 616201 616201 653118 873303 799936 873303 832218 671901 801101 804922 804967 616201 481207 573401 737101 801101 074201 823109 802101 806201 912104 863101 523110 943104 912104 701101 PILE DRIVING PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS MAGNETIC RESONANCE IMAGING LIBRARIES-PUBLIC 162901 801101 801101 807112 823106 PHYSICIANS & SURGEONS CITY GOVERNMENT-SOCIAL & HUMAN RESOURCES CITY GOVERNMENT-SOCIAL & HUMAN RESOURCES NURSING & CONVALESCENT HOMES GOLF INSTRUCTION COFFEE & TEA PRODUCTS-MANUFACTURERS PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS MARKETING PROGRAMS & SERVICES STOCK & BOND BROKERS 801101 944104 944104 805101 799951 209501 801101 801101 874213 621101 Page 26 Merritt 7 Final Report APPENDIX E … CONTINUED OPAL PUBLISHING OPEN SUPPORT SYSTEMS INC ORAL SURGEONS ASSOC ORBIAN ORCHARD LAKE HOME OWNERS ASSN ORIENTAL FURNITURE WAREHOUSE ORTHOLINE LIMITED PACK-TIMCO INC PAGANO'S SEAFOOD PARK STREET PEDIATRICS PARKWAY CHRISTIAN ACADEMY PARTY CITY PATCHEN AUTO PARTS INC PAYLESS SHOE SOURCE PEARLE VISION PEDIATRIC ASSOCIATES-NORWALK PEOPLES BANK PEOPLES BANK PEOPLES BANK PERFECT SOFTWARE PERIODONTOLOGY ASSOCIATES PHOENIX OF FAIRFIELD COUNTY PIRATE CAPITAL LLC PLC MEDICAL SYSTEMS PLUMBER-ROOTER.COM POWERLINE EQUIPMENT CO PREFERRED PROPERTIES INC PREMIER APPRAISAL GROUP PREMIER WORLDWIDE EXPRESS PRIMARY MEDICAL CARE CTR PRINTERS INC PROFESSIONAL GRAPHICS INC PROFESSIONAL MEDIA GROUP PROTECTION ONE INC PRUDENTIAL CONNECTICUT REALTY PSA-INFOTECH PURSUIT DYNAMICS INC R R DONNELLEY & SONS CO RAG SHOP RAINBOW RE/MAX ELITE REALTY REEBOK STORE REED EXHIBITIONS REHABILITATION CONSULTANTS PC REHABILITATION SERVICES December 2007 PUBLISHERS (MFRS) COMPUTER SOFTWARE DENTISTS FINANCIAL ADVISORY SERVICES ORCHARDS FURNITURE-DEALERS-RETAIL PHYSICIANS & SURGEONS EQUIP & SUPLS-MFRS HEATING CONTRACTORS SEAFOOD-WHOLESALE PHYSICIANS & SURGEONS RELIGIOUS SCHOOLS COSTUMES-MASQUERADE & THEATRICAL BOAT EQUIPMENT & SUPPLIES SHOES-RETAIL OPTICAL GOODS-RETAIL PHYSICIANS & SURGEONS BANKS BANKS BANKS COMPUTER SOFTWARE DENTISTS FLOORS-CONTRACTORS & BUILDERS FINANCIAL PLANNING CONSULTANTS PHYSICIANS & SURGEONS PLUMBING CONTRACTORS RESTAURANT EQUIPMENT & SUPPLIES (WHOL) REAL ESTATE REAL ESTATE APPRAISERS MAILING & SHIPPING SERVICES PHYSICIANS & SURGEONS PRINTERS (MFRS) PRINTERS (MFRS) PUBLISHERS-ART (MFRS) SECURITY CONTROL EQUIP & SYSTEMS-MFRS REAL ESTATE BUSINESS MANAGEMENT CONSULTANTS NONCLASSIFIED ESTABLISHMENTS PRINTERS (MFRS) CRAFT SUPPLIES WOMEN'S APPAREL-RETAIL REAL ESTATE SHOES-RETAIL TRADE FAIRS & SHOWS REHABILITATION SERVICES PHYSICIANS & SURGEONS 274105 573401 802101 628203 017501 593202 384104 762304 514601 801101 821101 569905 555103 566101 599502 801101 602101 602101 602101 573401 802101 175208 628205 801101 171105 504604 653118 653116 733101 801101 275202 275998 274114 366902 653118 874201 999977 275202 594501 562101 653118 566101 738987 833102 804918 Page 27 Merritt 7 Final Report APPENDIX E … CONTINUED REMAX ABOVE & BEYOND REPRODUCTIVE MEDICINE ASSOC RESPIRATORY ASSOCIATES RICHARD M SALLICK MD RIGHT MANAGEMENT CONSULTANTS RIS PUBLISHING CO ROCATON INVESTMENTS ADVISORS ROCKBOTTOM FURNITURE & CARPET SANDVIK INNOVATIONS SCHWARTZ & HOFFLICH LLP SCISSORS SHARP INC SCOTT SPECTOR'S EYE CARE CTR SECURITY SERVICES-CONNECTICUT SEDONA GROUP SEQUOIA PROPERTY MANAGEMENT SHERWIN-WILLIAMS SHOP RITE SUPERMARKET SHORELINE FINANCIAL SVC SHOREWOOD FINE ART RPRDCTNS SIEMENS BUSINESS SVC LLC SILVERMINE GUILD ARTS CTR SIMULEARN INC SISTERS OF ST THOMAS SKIN CARE PHYSICIANS SLEEPY'S INC SMARTE QUIP INC SONITROL SOUND SOLUTIONS SOUNDVIEW MEDICAL ASSOC SPORTS AUTHORITY STANLEY M SELIGSON PROPERTIES STARBUCKS STEPPING STONES MUSEUM FOR STEW LEONARD'S STEW LEOWNARD'S RETAIL SHOPPNG STOP & SHOP PHARMACY SUCCESS PRINTING & MAILING SUPER STOP & SHOP SUPER STOP & SHOP SUPERCUTS SUZANNE A VAN VECHTEN LCSW T J MAXX T MOBILE MERRITT SEVEN TD BANKNORTH TECHNICAL REPRODUCTIONS INC December 2007 REAL ESTATE LOANS PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS PHYSICIANS & SURGEONS BUSINESS SERVICES NEC PUBLISHERS (MFRS) FINANCIAL ADVISORY SERVICES FURNITURE-DEALERS-RETAIL PUBLISHERS-ART (MFRS) FINANCIAL ADVISORY SERVICES MANICURING PHYSICIANS & SURGEONS STOCK & BOND BROKERS REAL ESTATE REAL ESTATE MANAGEMENT SPRAYING EQUIPMENT-WHOLESALE GROCERS-RETAIL REAL ESTATE LOANS ART GALLERIES & DEALERS COMMUNICATIONS EQUIPMENT NEC (MFRS) ART INSTRUCTION & SCHOOLS MANAGEMENT TRAINING CONVENTS & MONASTERIES PHYSICIANS & SURGEONS MATTRESSES COMPUTER SOFTWARE SECURITY CONTROL EQUIP & SYSTEMS-MFRS MUSIC & LIVE ENTERTAINMENT PHYSICIANS & SURGEONS SPORTING GOODS-RETAIL REAL ESTATE MANAGEMENT COFFEE SHOPS MUSEUMS FLUID MILK (MANUFACTURERS) GROCERS-RETAIL PHARMACIES PRINTERS (MFRS) CONVENIENCE STORES CONVENIENCE STORES BEAUTY SALONS SOCIAL WORKERS DEPARTMENT STORES CELLULAR TELEPHONES (SERVICES) BANKS PRINTERS (MFRS) 616201 801101 801101 801101 874201 274105 628203 571216 274114 872101 723106 801101 621101 653118 653108 523107 541105 616201 599969 573407 829919 829911 866109 801101 571220 573401 366902 792908 801101 594113 653108 581228 841201 541105 541105 591205 275202 541105 541105 723106 832221 531102 481207 602101 733403 Page 28 Merritt 7 Final Report APPENDIX E … CONTINUED TELLER TAB SVC TEMPLETON WORLD WIDE THEERAYUT CHUMNANVECH MD T-MOBILE TOMKEN INDUSTRIES INC TOYS R US TREASURE HOUSE TRUDY CORP TUTOR TIME CHILD CARE LEARNING UNITED COUPON OF FAIRFIELD CO UNITED MORTGAGE ACCEPTANCE CO UNITED WAY UROLOGY ASSOCIATES OF NORWALK US INTERNAL REVENUE SVC US MARINE CORP RECRUITING US POST OFFICE US SERVICE CORPS-RETIRED EXECS US SOCIAL SECURITY ADMIN UTOPIA HOME CARE INC VERIZON WIRELESS VERIZON WIRELESS VERTRUE INC VETERINARY REFERRAL & EMRGNCY VIRGIN ATLANTIC AIRWAYS LTD VISION WORKS VISION WORLD VITAL IV CARE INC W K SYSTEMS WACH ENTERPRISES LTD WACHOVIA BANK WALGREENS WASSERMAN GROUP LLC WEATHERVANE HILL FABRIC OUTLET WEBSTER BANK WEBSTER BANK WEGMANN USA WELLS FARGO FINANCIAL WELLS FARGO HOME MORTGAGE WESCO TRACTORS & EQUIPMENT WESTEC SECURITY WESTON WOODS STUDIOS INC WHITE OAK MEDICAL CTR WILLIAM RAVEIS REAL ESTATE WINDHOVER INC December 2007 MARKET RESEARCH & ANALYSIS INVESTMENT SECURITIES PHYSICIANS & SURGEONS CELLULAR TELEPHONES (SERVICES) IMPORTERS (WHOL) TOYS-RETAIL THRIFT SHOPS BOOKS-PUBLISHING & PRINTING (MFRS) CAMPS ADVERTISING-DIRECT MAIL REAL ESTATE LOANS SOCIAL SERVICE & WELFARE ORGANIZATIONS PHYSICIANS & SURGEONS FEDERAL GOVERNMENT-FINANCE & TAXATION FEDERAL GOVERNMENT-NATIONAL SECURITY POST OFFICES FEDERAL GOVERNMENT-ECONOMIC PROGRAM ADM FEDERAL GOVERNMENT-SOCIAL & HUMAN RSRCS NURSES & NURSES' REGISTRIES CELLULAR TELEPHONES (SERVICES) CELLULAR TELEPHONES (SERVICES) MARKETING PROGRAMS & SERVICES VETERINARIANS AIRLINE COMPANIES OPTOMETRISTS OD OPTICIANS PHARMACIES BUSINESS MANAGEMENT CONSULTANTS BEAUTY SALONS BANKS PHARMACIES EMPLOYMENT AGENCIES & OPPORTUNITIES DRAPERY & CURTAIN FABRICS-RETAIL BANKS BANKS MARKETING CONSULTANTS FINANCING REAL ESTATE LOANS CONTRACTORS-EQUIP/SUPLS-DLRS/SVC (WHOL) BURGLAR ALARM SYSTEMS (WHOLESALE) VIDEO PRODUCTION & TAPING SERVICE PHYSICIANS-NATUROPATHIC REAL ESTATE PUBLISHERS-ART (MFRS) 873204 621105 801101 481207 509905 594517 593222 273198 835101 733105 616201 832218 801101 931101 971101 431101 961101 944101 804908 481207 481207 874213 074201 451201 804201 599504 591205 874201 723106 602101 591205 736103 571406 602101 602101 874214 614102 616201 508206 506324 781211 804901 653118 274114 Page 29 Merritt 7 Final Report APPENDIX E … CONTINUED WOMEN'S HEALTH CARE YANKEE LINEN SUPPLY CO YMCA YMCA YOH CO December 2007 PHYSICIANS & SURGEONS LINEN SUPPLY SERVICE COMMUNITY SERVICES EXERCISE & PHYSICAL FITNESS PROGRAMS EMPLOYMENT CONTRACTORS-TEMPORARY HELP 801101 721302 832229 832229 736304 Page 30 Merritt 7 Final Report Appendix F – Weekly Progress Reports Progress Report # 1_August 6, 2007__ Merritt 7 Employer Contact Campaign December 2007 Page 31 Merritt 7 Final Report Progress Report # 2_August 13, 2007__ Merritt 7 Employer Contact Campaign December 2007 Page 32 Merritt 7 Final Report PROGRESS REPORT #2 … P2 December 2007 Page 33 Merritt 7 Final Report Progress Report # 3_August 20, 2007__ Merritt 7 Employer Contact Campaign December 2007 Page 34 Merritt 7 Final Report PROGRESS REPORT #3 … P2 December 2007 Page 35 Merritt 7 Final Report Progress Report # 4_August 27, 2007__ Merritt 7 Employer Contact Campaign December 2007 Page 36 Merritt 7 Final Report PROGRESS REPORT #4 … P2 December 2007 Page 37 Merritt 7 Final Report Progress Report # 5_September 4, 2007__ Merritt 7 Employer Contact Campaign December 2007 Page 38 Merritt 7 Final Report PROGRESS REPORT #5 … P2 December 2007 Page 39 Merritt 7 Final Report Progress Report # 6_September 10, 2007__ Merritt 7 Employer Contact Campaign December 2007 Page 40 Merritt 7 Final Report PROGRESS REPORT #6 … P2 December 2007 Page 41 Merritt 7 Final Report Appendix G – ConnDOT-Sponsored Services & Links MERRITT 7 CAMPAIGN RESOURCES Commuter Tax Benefit Program www.commutertaxbenefit.org Danbury Branch Line (Metro-North rail service between Norwalk and Danbury) www.mta.info/mnr/ Easy Street (CT Vanpool Program) www.easystreet.org Metro North (New Haven Line Rail Service) www.mta.info/mnr/ Norwalk Commuter Connections (Norwalk Transit District commuter shuttle services) www.norwalktransit.com/ncc.htm Norwalk Wheels (Norwalk Fixed Route) www.norwalktransit.com/wheels.htm NuRide www.nuride.com Route 7 Link (Norwalk Transit District & Housatonic Area Transit fixed route bus service between Norwalk and Danbury) www.hartct.org/commute.html Telecommute Connecticut www.telecommutect.com December 2007 Page 42 Merritt 7 Final Report Appendix H – Contact Referrals MetroPool Rideworks 2Plus Provided requested information 51 2 15 Set up meeting(s) 3 - 16 Meeting(s) held - - 6 Will deliver information 10 - - Left contact/website referral - 11 - Will attempt/call/deliver again 11 2 16 Not/no longer interested 12 -* 5 87 15 58 TOTAL * Rideworks determined that seven of the 15 contacts referred to them were “not a good target/fit” December 2007 Page 43 Merritt 7 Final Report Appendix I – Meeting report 2Plus record number __________ Meeting date: __________ Commuter Services Rep: _______________ Met with: Title: ____________________ ____________________ Company name: ____________________ Address: ____________________ Phone number: ____________________ Email: ____________________ Type of business: ____________________ Number of employees: __________ Current profile: Drive alone %: Train riders %: Bus riders %: Vanpoolers %: Carpoolers %: Bike riders %: Walkers %: __________ __________ __________ __________ __________ __________ __________ Work schedule: _____________________________________________________________________ Meeting discussion points: ___________________________________________________________ Potential challenges: ________________________________________________________________ Request for assistance: Provide information on the following: Commuter Rail __________ Bus __________ Vanpool __________ Carpool __________ Telework Consultation__________ Tax Savings Program __________ Norwalk Transit District __________ Commuter Connection Shuttles__________ Estimated interest level: Additional suggested follow-up: December 2007 Page 44 Merritt 7 Final Report Appendix J – Follow-up report Follow-up/Response Report Information transmitted to: Name: ___________________________________________________________________ Information transmitted by: Agency: _________________________________________________________________ Name: ______________________________________Date:_______________ __________ Response performed by: ______________________ Date: __________________________ Type of Response: _____Telephone _____Mail _____Email _____Personal Services/Information Provided: ________________________________________________ Additional Contact Name of Contact: ___________________________ Date: __________________________ Contacted by: Agency: __________________________________________________________________ Name: ___________________________________________________________________ Type of Response: _____Telephone _____Mail _____Email _____Personal Participation Update: • Transit riders: __________ • Carpoolers: __________ • Vanpoolers: __________ • Teleworkers: __________ • Train: __________ • Pass sales: __________ • Commuter Choice: __________ • Other: __________ December 2007 Page 45 Merritt 7 Final Report Appendix K – SWRPA Overview The Merritt 7 outreach campaign evolved from the South Western Region’s recognition that there were several areas with employment clusters that were growing rapidly in Stamford and Norwalk. The growth has resulted in transit supporting densities that would benefit from marketing programs to provide information on available transit, carpooling/vanpooling, telecommuting and other TDM (transit demand management) services offered by the Connecticut Department of Transportation and its Commuter Services. In turn, valuable information on employers’ transportation needs and perceptions could be obtained. What could be better than providing information on available services, and getting information that can be used to plan improved existing services and to plan for new services? The Merritt 7 Norwalk area was selected as the priority project area for a number of reasons. While the area has peak period transit services, they are limited. The peak period fixed route bus service is minimal and the popular commuter shuttle bus connections from the South Norwalk rail station to Merritt 7 are at capacity. There is very limited rail service to the Merritt 7 rail station which is oriented to New York bound travel. The available transit options do not support the existing and forecast employment base in the Merritt 7 area. As a result and out of necessity, autos are the primary mode of transportation to work in the area. Although auto access improvements were programmed and construction was initiated in 2004, the improvements were terminated due to a lawsuit. Three years later, a concept plan to improve roads has not yet been approved, and on-the-ground improvements are at least 10 years in the future. Because ConnDOT’s transit supporting services are available now, congestion relief through TDM is the best near term and continuing option. Finally, within a 2 mile radius of the Merritt 7 area, there are more than 1200 businesses, with most being employers of less than 100 employees which do not typically participate in on-going TDM/ridesharing service programs. Once ConnDOT agreed to fund the Merritt 7 study in July of 2007 the project was launched. Time was critical because funding was available only through September 30, 2007. The study scope was developed quickly, the target group was pared down to 440 businesses, and the study team was assembled. Due to ConnDOT staffing limitations, SWRPA served as project coordinator. In this role, SWRPA: participated in development and refinement of preimplementation details including the project scope, procedures, and team building with ConnDOT, the contractor (2Plus) and stakeholders; organized periodic conferences with the study team which included MetroPool, the Norwalk Transit District, Rideworks, 2Plus, and ConnDOT; kept key South Western participants informed about progress; delivered weekly progress reports to ConnDOT; and guided the preparation and editing of the final report. The Merritt 7 Final Report provides a detailed summary of the entire project beginning with the project description, goals and objectives, results, analysis/observations, lessons learned and recommendations. Appendices provide the relevant project materials including the project December 2007 Page 46 Merritt 7 Final Report work plan, a study area map, a list of targeted employers/businesses, information on the project team, the discussion guide used in the outreach progress reports, the meeting/contact report, the follow up report, a summary of project referrals; copies of the weekly progress reports, and the SWRPA overview. Key successes of the program from SWRPA’s perspective include: • Lessons learned will help to shape future projects such as pre-implementation planning, building a team, on-going coordination, flexibility and responsiveness, immediate follow up by the team members which translated into contact with interested parties and immediate delivery of requested information, materials and assistance. • The team model and personal approach fostered commitment to delivery of a quality project. Not only were team members vested in the project, they were enthusiastic, actively discussed and critically evaluated the project to build upon successes and address challenges. • Flexibility made it possible to adjust the campaign. While no major changes were made, the study team appreciated the ability to tweak or abandon standard and customary practices if better approaches were found. Examples of this include leaving voice messages and getting responses and modifying the interview script to enable more interactive discussion to get information on needs and solutions. In addition, ConnDOT’s willingness to allow SWRPA to participate in the project in a key supporting role enabled project implementation and completion of the project in a short timeframe. • The good will and business sector appreciation for being contacted by ConnDOT is not quantifiable but was consistently expressed by the participants and team members. The next steps recommended by SWRPA are three-fold: • The first is initiation of a second phase Merritt 7 effort in six months (March 2008) to follow up with first round contacts to determine results, and to expand the effort to other Norwalk and Wilton employers. • The second is to implement a similar effort in Stamford where the growth of major employers has outpaced the transit system’s ability to provide services. This is the ideal niche to market ConnDOT commuter connection programs and TDM services while establishing a network of stakeholders who can both receive updated information and provide data and input on transportation needs. This effort should be expanded to include an emphasis on telecommuting. • The third is to evaluate the potential and roles and interest in creating a transportation management association (TMA) for Norwalk and/or Stamford, or smaller areas such as Merritt 7. The goals are to: enhance the ongoing delivery of TDM and transportation services; increase public and private sector involvement in the development and delivery of services; establish a local/regional networking framework for TDM and transportation; support continuous program review and advocacy. December 2007 Page 47 Merritt 7 Final Report In closing, SWRPA very much appreciates the opportunity to participate in the M7 project, as well as the chance to work with the talented, dedicated and knowledgeable M7 team. December 2007 Page 48