Published: January 27, 2020
Local Agency Formation Commission of Sonoma County (Sonoma LAFCO, LAFCO, or the
Commission) is soliciting proposals from qualified consultants to prepare a
Municipal Service Review (MSR) for the Town of Windsor (Windsor or Town) and
for a subsidiary district of the Town that provides municipal water service.
purpose of the MSR is to inform determinations of the Commission with regard to
extending the sphere of influence of the Town to align with a recently-approved
Urban Growth Boundary, and further to align the sphere of influence of the
subsidiary district with the Town’s sphere. All work is to be performed in
accordance with applicable California Government Code provisions.
Background and Local
LAFCO is comprised of seven members – two members of the Sonoma County Board of
Supervisors; two members of city councils; two members of independent special
districts’ boards of directors; and one member of the public. Each category has
an alternate representative to the Commission.
staff includes the Executive Officer, Assistant Executive Officer, Analyst, and
Commission Clerk; the Commission has a Memorandum of Understanding with the
County of Sonoma for staffing resources.
approximately an hour’s drive from San Francisco, Sonoma County combines in one
location the Pacific Coastline, wineries, redwoods, historic towns, and a
variety of fine dining, entertainment and cultural activities. The County is
the largest in the North Bay, covering about 1,600 square miles and home to
over 500,000 residents.
are nine incorporated cities, with Santa Rosa, the County seat, the largest at 175,000
residents. There are 42 independent special districts, representing services as
diverse as water, sanitary sewer, resource conservation, recreation and parks,
fire, ambulance, health care, and mosquito abatement.
in 1992, the Town of Windsor is located to nine miles north of the City of
Santa Rosa and has a population just under 30,000. The Town prepares biennium
budgets with the budget for 2019-21 set at $134 million. The Town provides a
full array of municipal services excepting fire and emergency medical services,
which are provided by an independent special district. (Water service is provided
by the Town’s subsidiary district, and the Town procures policing services from
the County Sheriff under contract.)
56430 of the California Government Code focuses on MSRs in preparation for
updates to the spheres of influence of agencies. “Sphere of Influence” is
defined in state law (section 56076) as “a plan for the probable boundary and
service area of a local agency, as determined by the commission.” In Sonoma
County, the boundaries of special districts and their spheres of influence are
56430 requires LAFCOs to analyze service(s) and prepare a written statement of
determinations in a Municipal Service Review, with respect to the following:
- Growth and population projections for the
- The location and characteristics of any
disadvantaged unincorporated communities within or contiguous to the agency’s
sphere of influence
- Present and planned capacity of public
facilities, adequacy of public services, and infrastructure needs or
deficiencies including needs or deficiencies related to sewers, municipal and
industrial water, and structural fire protection in any disadvantaged
unincorporated communities within or contiguous to the sphere of influence
- Financial ability of agencies to provide
- Status of, and opportunities for, shared
- Accountability for community service needs,
including governmental structure and operational efficiencies
- Any other matter related to effective or
efficient services delivery, as required by commission policy
Project Description and
Scope of Work
MSR that is the subject of this Request for Proposals will focus on the Town of
Windsor and its subsidiary, the Windsor Water District.
addition to the determination categories described above, the MSR for the Town must
include determinations that address potential sphere of influence amendments
for both the Town and the subsidiary District.
The study must also indicate whether the subsidiary District should be
dissolved with the Town serving as the successor agency.
Required Work Product
selected consultant will be expected to conduct at least one in-person, on-site
meeting with Town staff.
selected consultant will deliver a draft Municipal Service Review and Sphere of
Influence Study, in the form of a Microsoft Word document, to LAFCO staff for administrative review and comment. Based on that review and comment,
the consultant will then prepare a Public Review Draft that LAFCO staff will
distribute to affected agencies and interested parties, prior to review and
consideration of adoption of the study by the Commission.
selected consultant will attend at least one Commission hearing to respond to
questions from Commissioners, affected agencies, and interested parties as the study
is considered for adoption by the Commission.
final not-to-exceed budget amount for this project will be negotiated with the
contractor selected for the work prior to LAFCO staff’s recommendation to the
Commission of an agreement to conduct the MSR.
final overall schedule for this project will be negotiated with the contractor
selected for the work and will be included in the professional services
agreement to be approved by the Commission.
to the RFP must include all the following:
statement about the contractor that describes history, competencies and resumes
of the principal and all professionals who would be involved in the work. This
statement should address the following criteria:
level understanding of how water services are financed and delivered
with the Cortese-Knox-Hertzberg Act, the role and functions of LAFCOs, and the
in governmental organization analysis, including performance measurement and
to facilitate and synthesize input from a variety of sources
to interpret varied financial and planning documents
in identifying and fostering multi-agency cooperation
to conduct public input processes
in presenting and disseminating information to local agencies and to the public
for review and comment
to work cooperatively with multi-agency interests
of the lead professional responsible for the project and identification of the
professional(s) who will be performing day-to-day work
of any sub-consultants who would be involved. If sub-consultants are proposed,
describe the work they would perform and include the same information for each
sub-consultant as required for Items 1 and 2
statement of similar or related experience accomplished in the last three years
and references for each such project, including contact name, email address,
and telephone number.
of the anticipated approach for this project, explicitly discussing and
identifying methodology and timeline
of potential conflicts of interest with local agencies in Sonoma County
of any information, materials and/or work assistance required from Sonoma LAFCO
to complete the project
schedule, including the timing of each work task.
about the availability of all the professionals who would be involved in the
work, including any sub-consultants
anticipated project cost, including:
not-to-exceed total budget amount
cost for each major sub-task identified in the draft scope of services
hourly rates for each person who would be involved in the work, including the
rates for any sub-consultants
copy of a completed MSR which you/your firm has prepared, if applicable
DATE: February 20, 2020
of Copies: One fully reproducible
original and one electronic version
TO: Sonoma LAFCO
Rosa Avenue, Suite 240
If delivery is to be in person, please call the Sonoma LAFCO office
(707-565-2577) to arrange a delivery time during normal business hours.
be aware that proposals are considered public records. Please avoid including
confidential or trade secret information.
LAFCO staff will review all proposals submitted and will use the criteria
listed below to evaluate the proposals. At the discretion of staff, additional
information may be requested to clarify and explain proposals.
- Applicability of overall experience and
qualifications related to required services. Consultant shall have knowledge of
municipal services, especially provision of water services, and/or LAFCO.
Direct experience with LAFCOs is highly desirable.
- Evaluation of the scope of services, examining
in particular any special techniques, approaches, ideas, and insights to be
used in performing the services, along with additional consideration of how
previous experiences may contribute to the proposer’s ability to carry out the
services. Consultant shall possess the ability to initiate, develop and carry
out effective strategies to complete the MSR in accordance with state law and
- Evaluation of quality and comparability of
previous service contracts/employment agreements on which the proposer was the
sole or lead consultant. Successful experience with local public agencies of
similar size and scope to Sonoma LAFCO within the last five years. Successful
experience is defined as that which was completed to the satisfaction of the
client, on time, and within budget.
- Evaluation of background, general experience,
knowledge and special capabilities or qualities brought to the project by the
consultant. Consultant shall possess all permits, licenses and professional
credentials necessary to perform the required services.
with the most highly-rated proposal will be contacted for further discussion.
If further information or evaluation is needed, interviews may be conducted.
LAFCO staff discuss a final agreement with the top-ranked consultant, in order
to make a recommendation to the Commission. If agreement cannot be reached with
the top-ranked consultant, staff will begin discussion with the next-ranked
LAFCO is expected to consider action on a recommended agreement, including
scope of work, budget, and timeline at the Commission’s March 4, 2020, meeting.
The Commission reserves the right to cancel this RFP process at any time, award
a contract to one or more firms, or decline to award a contract to any firm.
Commission may amend the RFP at any time, which amendment shall take the form
of an addendum published on the Commission’s website. It is the responsibility
of any prospective firm to take note of any addendum on the Commission’s
website. The Commission will provide individual notice of an addendum only to
firms that have submitted proposals prior to the issuance of the addendum.
is the desire of Sonoma LAFCO to provide Minority/Women-Owned, Local Small and
Emerging Business Enterprises, and all other business enterprises an equal
opportunity to participate in the performance of all contracts, subcontracts,
and other LAFCO business activities.
Conflicts of Interest
warrant and covenant that no official or employee of Sonoma LAFCO nor any
business entity in which an official of Sonoma LAFCO has an interest, has been
employed or retained to solicit or aid in the procuring of the resulting contract,
nor that any such person will be employed in the performance of such contract
without immediate divulgence of such fact to Sonoma LAFCO. Proposers will
notify Sonoma LAFCO of any potential conflict of interest regarding other work
or third party contracts.
successful proposer shall be required to maintain throughout the term of the
contract and for a minimum of six months following completion of the work and
acceptance by Sonoma LAFCO of all services under the contract, the minimum
insurance coverages, minimum limits, and endorsements and conditions as
described in Attachment 1.
Sonoma LAFCO Contacts
Bramfitt, Executive Officer, 111 Santa Rosa Avenue, Suite 240, Santa Rosa, CA
95404; 707-565-3765; email@example.com or
Cooper, Assistant Executive Officer, 111 Santa Rosa Avenue, Suite 240, Santa
Rosa, CA 95404; 707-565-3780; firstname.lastname@example.org
tentative schedule associated with the circulation of the RFP and submission of
for Proposals (RFP) Issued January 27, 2020
of Proposals February 21-26, 2020
Consideration of Contract (Tentative) March
Start Date March