Sonoma City Council
October 5, 2022

City Council:

Jack Ding, Mayor
Kelso Barnett, Vice Mayor
Madolyn Agrimonti
Robert Felder
Sandra Lowe
This meeting of the City Council will be conducted in person, and telephonically through Zoom. The City Council will attend the meeting in person. The public is encouraged to attend either in person or remotely through Zoom.

The meetings will continue to be live streamed on the City’s CivicWeb Portal (sonomacity.civicweb.net) and YouTube Channel. Please see the agenda below for information on public participation.

REGULAR MEETING AGENDA

OF THE SONOMA CITY COUNCIL
City Council Chambers, 177 First Street West
Wednesday, October 5, 2022
https://us06web.zoom.us/j/83552502390
6:00PM Regular Meeting
Be Courteous - TURN OFF your cell phones and pagers while the meeting is in session.

The City Council may discuss and/or take action on any or all of the items listed on the agenda irrespective of how the items are described.

No new items will begin after 9:00pm unless a majority of the members present vote to allow the items to be heard.

Page
6:00 P.M. – REGULAR MEETING

CONVENE, CALL TO ORDER & PLEDGE OF ALLEGIANCE
ROLL CALL (Agrimonti, Felder, Lowe, Barnett, Ding)

PUBLIC PARTICIPATION USING ZOOM
Public Comment Process for ZOOM Attendance at Meetings

REPORT ON CLOSED SESSION

APPROVAL OF AGENDA

1. COMMENTS FROM THE PUBLIC
At this time, members of the public may comment on any item not appearing on the agenda. It is recommended that you keep your comments to three minutes or less. Under State Law, unless otherwise permitted under the Ralph M. Brown Act, the merits of the matters presented under this item cannot be discussed or acted upon by the City Council at this time. For items appearing on the agenda, the public will be invited to make comments at the time the item comes up for Council consideration. Upon being acknowledged by the Mayor, please step to the podium and speak into the microphone. Begin by stating and spelling your name.

2. MEETING DEDICATIONS

3. PRESENTATIONS

3.1: "Celebrate Sonoma" - Presentation of Certificate of Recognition in Honor of Holly Kyle

4. CONSENT CALENDAR – CITY COUNCIL
All items listed on the Consent Calendar are considered to be routine and will be acted upon by a single motion. There will be no separate discussion of these items unless members of the Council or staff request specific items to be removed for separate action.

4.1: Waive further reading and Authorize Introduction and/or Adoption of Ordinances by Title Only. (Standard procedural action - no backup information provided)

4.2: Adopt a Resolution Authorizing the Interim City Manager to Execute a Contract with American Conservation Experience in the amount of $71,182.76 to Provide Trail Construction Services on the City of Sonoma Montini Preserve (Public Works Administrative & Project Manager)
RECOMMENDATION: Adopt the resolution.

Agenda Report - American Conservation Experience Contract - Pdf 4 - 24

4.3: Adopt a Resolution Authorizing the Interim City Manager to Execute an Agreement with the Northern Sonoma County Water Conservation Program Which Would Provide $323,202.27 in Proposition 1 Grant Funding (Public Works Administrative & Project Manager)
RECOMMENDATION: Adopt the resolution.

Agenda Report - Sonoma Water - Proposition 1 Grant Fund - Pdf 25 - 53

4.4: Adopt a Resolution Adding a Regular Council Meeting on December 14, 2022 (City Clerk)
RECOMMENDATION: Adopt the resolution.

Agenda Report - Regular Meeting Addition - Pdf
54 - 56

4.5: Adopt a Resolution Approving Sonoma Valley High School for Temporary Use of City Streets on October 14, 2022 to Conduct the Annual Homecoming Parade and Permission to Up-light City Hall From October 10, 2022 Thru October 17, 2022 With Green Flood Lights (Senior Management Analyst) RECOMMENDATION: Adopt the resolution and approve the lighting of City Hall.

Agenda Report - Sonoma Valley High School Homecoming Requests - Pdf 57 - 61

5. PUBLIC HEARING

6. REGULAR CALENDAR – CITY COUNCIL
(Matters requiring discussion and/or action by the City Council)

6.1: Discussion, Consideration and Possible Action to Provide Direction to Staff Regarding the Recently Approved Municipal Services Report (MSR) Prepared by the Sonoma County Local Agency Formation Commission (LAFCo) for the City of Sonoma (Planning & Community Services Director) RECOMMENDATION: Discussion and direction.

Agenda Report - Municipal Services Report (MSR) - Pdf
62 - 151

7. COUNCILMEMBERS’ REPORTS AND COMMENTS

7.1: Committee Reports - Council Members are appointed to various boards and committees - local, county-wide and regional. Any updates from a council member will shared at this time. A list of all appointments is available on our City Website for easy reference.

8. CITY MANAGER COMMENTS AND ANNOUNCEMENTS

9. CITY ATTORNEY COMMENTS

10. COMMISSION AND COMMITTEE ROSTER
(This is to provide information only - no action will be taken)

10.1: 152

Commission and Committee Roster - 09.30.22

11. ADJOURNMENT
I do hereby certify that a copy of the foregoing agenda was posted as legally required. Rebekah Barr, MMC, City Clerk/Executive Assistant.
*********************************************************************************************************************************** Copies of all staff reports and documents subject to disclosure that relate to any item of business referred to on the agenda are normally available for public inspection the Wednesday before each regularly scheduled meeting at City Hall, located at No. 1 The Plaza, Sonoma CA. Any documents subject to disclosure that are provided to all, or a majority of all, of the members of the City Council regarding any item on this agenda after the agenda has been distributed will be made available for inspection at the City Clerk’s office, No. 1 The Plaza, Sonoma CA during regular business hours.

If you challenge the action of the City Council in court, you may be limited to raising only those issues you or someone else raised at the public hearing described on the agenda, or in written correspondence delivered to the City Clerk, at or prior to the public hearing.

The City Council may discuss and/or take action on any or all of the items listed on the agenda irrespective of how the items are described.

APPOINTMENTS TO COMMITTEES: The Council may establish and make appointments to a Council committee (made up of two Council Members) with respect to any item appearing on this agenda.

CLOSED SESSION: If action is taken during a Closed Session meeting which is required to be reported out at this meeting, the Council will return to Open Session and report out immediately. However, if the Council is unable to do so due to time constraints, it will report out at the immediately following Regular Council Meeting under "REPORT ON CLOSED SESSION".

MOTION FOR RECONSIDERATION: A Council Member voting with the majority on any item appearing on this agenda may move for reconsideration of that vote provided the motion is in conformance with the rules adopted by the Council governing such motions.

In accordance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk (707) 933-2216. Notification 48-hours before the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.

City of Sonoma
Agenda Item Summary
Meeting: City Council - 05 Oct 2022
Department
Public Works
Staff Contact
Oriana Hart, PW Admin & Project Manager
Agenda Item Title
Adopt a Resolution Authorizing the Interim City Manager to Execute a Contract with American Conservation Experience in the amount of $71,182.76 to Provide Trail Construction Services on the City of Sonoma Montini Preserve
Summary
Montini Open Space Preserve, (Preserve), is a popular destination for local residents of Sonoma Valley. The Preserve, which is open to the public, consists of 98 acres and is bounded to the east by 1st St. West, to the west by 5th St. West, to the north by property retained by the Montini family, and to the South by Sonoma State Historic Park and the Field of Dreams ballpark.

In 2005, the County of Sonoma Ag + Open Space partnered with the City of Sonoma and the California Coastal Conservancy to acquire the Preserve. The District worked with California State Parks to design a two-mile-long trail system for the Preserve, along with linkages to connect to the existing Sonoma Overlook Trail system. During development of the preserve, Ag + Open Space worked extensively with the community. The District completed the trail in 2013 and transferred the Preserve to the City of Sonoma with an accompanying conservation easement.

The purpose of the Montini Connector Trail project is to connect a portion of the existing Valley of the Moon Trail that dead ends at Two Goat Point with the rest of the trail network.

Rather than turning around at Two Goat Point and heading back down the Valley of the Moon Trail, hikers have developed an informal trail network along the border of the adjacent Montini property to make a loop trail where one is not formally provided. Public use of this segment violates the terms of the conservation easement held by Ag + Open Space. The conservation easement requires a buffer be maintained between the western Preserve boundary along the Montini property and public access in the area. The hiker-created trails impinge on the designated buffer and is so steep in places that erosion is occurring.

As part of the City of Sonoma’s Capital Improvement Project CIP-6, the City is proposing to build the connector trail outside of the conservation easement. The City is proposing contracting with the American Conservation Experience (ACE) to provide labor and supervision to construct the connector trail and enhance pedestrian access to the Montini Preserve signs. This contract would be for an amount of $71,182.76.

Recommended Council Action
Adopt a resolution authorizing the City Manager to execute a contract with American Conservation Experience in the amount of $71,182.76 to construct the new Montini Connector Trail.

Alternative Actions
Agenda Item #4.2:

The Council could decline to pursue this project. The City will remain in violation of the conservation easement.

Financial Impact
CIP Project P-6 was approved as part of the FY 22/23 Capital Improvement Budget. As approved under that budget document, funding for the Montini Connector Trail will be appropriated from GL 314-54000-703-70703.

Environmental Review Status
Environmental Impact Report
Negative Declaration
Exempt
Not Applicable
Approved/Certified
No Action Required
Action Requested
Attachments
Resolution - 2023 Montini Trail ACE Contract
City-ACE Montini Connector Trail Contract-2023
Agenda Item #4.2:

RESOLUTION NO. ___- 2022

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SONOMA

AUTHORIZING THE INTERIM CITY MANAGER TO EXECUTE A CONTRACT

WITH AMERICAN CONSERVATION EXPERIENCE IN THE AMOUNT OF
$71,182.76 TO PROVIDE TRAIL CONSTRUCTION SERVICES ON THE CITY OF SONOMA MONTINI PRESERVE.

WHEREAS, the Montini Preserve and the Montini Connector (Trail) are owned by the City of Sonoma; and
WHEREAS, the City is ultimately responsible for the maintenance and repair of the Trail system; and
WHEREAS, the current configuration of the Montini Preserve Trail Network is in violation of the City’s conservation easement with the Ag + Open Space District; and WHEREAS, a configuration including a connecting trail between Moon Trail and Holstein Hill Trail offset from the conservation easement boundary would complete the Montini Preserve trail network.

WHEREAS, the American Conservation Experience (ACE) has a crew of youth volunteers that can build the trail in exchange for work experience; and WHEREAS, the City has drafted a contract with ACE to conduct the needed repairs on the Trail; and
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Sonoma authorizes the Interim City Manager to execute a contract with American Conservation Experience to provide trail services on the City Montini Preserve in the amount of $71,182.76.

ADOPTED this 5th day of October 2022 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN
________________________________
Jack Ding, Mayor
ATTEST:
________________________________
Rebekah Barr, City Clerk
Agenda Item #4.2:

City-ACE Contract 2023 -1-

CONTRACT FOR CONSTRUCTION OF CONNECTOR TRAIL & SIGN PADS

MONTINI PRESERVE

CITY OF SONOMA
This Agreement (“Agreement” or “Contract”) is made this ______ day of _________, 2022 between the CITY OF SONOMA (“City”) and AMERICAN CONSERVATION EXPERIENCE, a 501(c)(3) California nonprofit corporation (“Contractor”).

AGREEMENT
SECTION 1 - SCOPE
A. Contractor shall furnish all necessary management, supervision, labor, tools, equipment, and services, required to timely, competently, diligently and fully perform and complete the work (“Work”) generally described as follows:

Create an Eight Hundred Fifty (850-ft) foot hand-built trail to connect the Valley of the Moon Trail to the Holstein Hill Trail. Additional work to build Four (4) signage platforms around existing sign kiosks. Steps to kiosks will be provided by the City. Retaining wall stone for trail work and kiosk areas will be quarried on site by Contractor. The Project is located in the City of Sonoma and generally shown on Exhibit A and described in Exhibit B and C, attached hereto, in accordance with the Contract Documents (defined below).

B. Contractor shall perform the Work in accordance with and shall comply with all requirements of the Contract Documents. Where there is a conflict between the requirements of the several Contract Documents, the more stringent requirements shall govern.

C. Without limiting the foregoing description, Contractor's scope of work includes, but is not limited to, the following:
• Provide labor and equipment to perform the Work as specified in Exhibit B attached hereto. • Protect all materials to be used in the Work in accordance with the Contract Documents. • Protect existing facilities and personal property. Contractor shall be solely responsible for all damage to any building or personal property.
• Attend a preconstruction conference with City and representatives Sonoma Ecology Center (“SEC”) to discuss schedule, access, sequence of work, and other issues. • The Contractor shall be responsible for handling materials and supplies delivered to the site as well as materials gathered from the Preserve.

Agenda Item #4.2:

City-ACE Contract 2023 -2-
• Contractor shall set up, identify, coordinate, provide safe access, and obtain all inspections for its Work, as required by any authorized agency or applicable code, prior to covering up the Work.

D. The following documents are incorporated into and made part of this Contract by this reference:

1. Exhibit A: Montini Preserve Trail Map and Connector Trail Layout,

2. Exhibit B: Scope of Work: Description of Work Items.

3. Exhibit C: American Conservation Experience Montini Connector Trail Quote – 2022

4. Exhibit D: American Conservation Experience Montini Pad Construction Quote - 2022 The documents shall be referred to collectively as the "Contract Documents.” E. The “Project” shall be defined to mean the Work and the entirety of the steps, documents, tasks, procedures necessary to authorize, permit, perform, inspect, and satisfactorily complete the Work and perform under this Agreement.

SECTION 2 - PRICE
A. City agrees to pay, and Contractor agrees to accept, the sum of no more than $71,182.76 (the "Contract Price") for both work items put forth in Exhibit C and Exhibit D, subject to adjustments for changes in the Work as may be directed in writing by City, as payment in full for the Work.

B. Contractor shall submit to the City on a monthly basis. All invoices will include the following: a description of the work and tasks performed during the invoice period, including staff time, hours expended, billing rates, materials and expenses incurred pursuant to and in accordance with the budget attached hereto as Exhibit C and D. City shall make payment within 30 days of receipt of Contractor’s application, less ten percent retention. City shall release the retained funds no less than thirty-five (35) days after the date the City accepts the Work.

C. Contractor agrees to furnish, as a condition of payment, receipts, vouchers, and other documents, in form satisfactory to City, prior to receipt of any payment.

D. The City Engineer shall be the City Engineer for the City of Sonoma or his/her designated representative.

SECTION 3 - ENTIRE AGREEMENT
This Agreement represents the entire agreement between City and Contractor and supersedes any prior written or oral representations.

SECTION 4 - TIME
Agenda Item #4.2:

City-ACE Contract 2023 -3-
A. Contractor shall complete the Work no later than 90 calendar days following City's issuance of the Notice to Proceed (the "Contract Time").

B. The Notice to Proceed is anticipated to be issued April 1, 2023. The City will work with the Contractor regarding the exact timing of the NTP.

C. Time is of the essence of this Agreement.

D. Contractor shall provide City with scheduling information in a form acceptable to City, including any changes made by City in the scheduling of work. Contractor shall coordinate its work with that of SEC, all other workers and suppliers so as not to delay or damage their performance.

E. In the event that Contractor's work is delayed for any reason, including acts of City, Contractor's sole remedy shall be an extension of time equal to the period of delay, provided Contractor has given City written notice of the commencement of delay within 48 hours of its occurrence.

SECTION 5 – LABOR
A. The Contractor warrants and represents that (a) it is not subject to the provisions of Part 7 of Division 2 of the California Labor Code (Sections 1720 and following), and (b) Contractor has the right to pay less than the specified prevailing rates of wage to all workers retained or employed in performance of the Work. The Contractor further warrants and represents that it is not subject to said provisions of the California Labor Code because the work it performs hereunder shall be performed exclusively by volunteers and/or volunteer coordinators within the meaning of Labor Code section 1720.4.

B. Contractor shall comply with all applicable laws with regard to the payment of wages to the persons it retains or uses to perform the Work and shall defend, indemnify, and hold harmless (with counsel reasonably acceptable to City) the City against any claim for damages, compensation, fines, penalties or other amounts arising out of any failure or alleged failure of any person or entity (including the Contractor) to pay prevailing wages or comply with any applicable provisions of the Labor Code and implementing regulations. Without limiting the generality of the indemnification set forth in Section 11 below, the Contractor’s obligation to indemnify under this Section shall be interpreted broadly to apply to any legal or administrative proceeding, arbitration, or enforcement action.

SECTION 6 - CHANGES IN WORK
A. Contractor shall make no changes in the Work without advance written direction from the City. Contractor shall not be compensated for any change made without any such written direction.

No changes in the work covered by this Agreement shall exonerate any surety or any bond given in connection with this Agreement.

Agenda Item #4.2:

City-ACE Contract 2023 -4-
B. If the City directs the Contractor in writing to make changes in the Work that materially affect the cost of performing the Work, the Contract Price will be adjusted based on one of the following:
i. Where the Work involved is covered by unit prices contained in the Contract Documents, by application of unit prices to the quantities involved in the changed Work; ii. By establishment of new unit prices and related quantities for the changed Work; iii. By a combination of existing and new unit prices and related quantities for the changed Work; or
iv. By mutual acceptance of a lump sum.

C. If the City directs the Contractor in writing to make changes in the Work that materially affect the time required to perform the Work, the City will make a reasonable adjustment to the Contract Time provided Contractor complies with Section 4(E) or the City otherwise agrees to extend the Contract Time.

SECTION 7 - CLAIMS
If any dispute shall arise between City and Contractor regarding performance of the work, or any alleged change in the work, Contractor shall timely perform the disputed work and shall give written notice of a claim for additional compensation for the work to City within ten (10) days after commencement of the disputed work. Contractor's failure to give written notice within the ten (10) day period constitutes an agreement by Contractor that it will receive no extra compensation for the disputed work.

SECTION 8 - INSPECTION AND PROTECTION OF WORK
A. Contractor shall make the work accessible at all reasonable times for inspection by the City. Contractor shall, at the first opportunity, inspect all material and equipment delivered to the jobsite by others to be used or incorporated in the Contractor's work and give prompt notice of any defect therein. Contractor assumes full responsibility to protect the work done hereunder until final acceptance by the City.

B. When the Work is completed, Contractor shall request, in writing, a final inspection.

Within ten (10) days of the receipt of such request, the City shall make a final inspection. The Contractor or its representatives may be present at the final inspection. The purpose of such final inspection shall be to determine whether the Work has been completed in accordance with the Contract Documents, including all change orders and all interpretations and instructions previously issued.

SECTION 9 – ASSIGNMENT AND SUBCONTRACTING
A. Contractor shall give personal attention to the performance of the Contract and shall keep the Work under its control. No subcontractors shall be permitted to perform any of the Work.

Agenda Item #4.2:

City-ACE Contract 2023 -5-
B. No subcontractors will be recognized as such, and all persons engaged in the Work will be considered the responsibility of the Contractor, who will be held responsible for their work which shall be subject to the provisions of the Contract and Contract Documents. C. Contractor may not assign performance of the Contract except upon written consent of the City Engineer.

SECTION 10 - TERMINATION
A. Should Contractor fail within three (3) working days from receipt of City's written notice to correct any contractual deficiencies, including but not limited to failure to perform the Work in accordance with the Contract Documents, failure to comply with the directions of City, City may terminate this Agreement. Following a termination for default under or breach of this Agreement, City shall have the right to take whatever steps it deems necessary to correct and complete the Work and charge the cost thereof to Contractor, who shall be liable for the full cost of City's corrective action, including reasonable overhead, profit and attorneys' fees.

B. City may at any time terminate the Contract at City's convenience upon five days written notice to Contractor. In the event of such termination for convenience, Contractor shall recover only the actual cost of work completed to the date of termination, which costs are documented to City's satisfaction, plus a reasonable amount not to exceed fifteen percent (15%) of the actual cost of the Work performed for overhead and profit. Contractor shall not be entitled to any claim or lien against City for any additional compensation or damages in the event of such termination.

C. If City terminates Contractor for cause, and if it is later determined that the termination was wrongful, such default termination shall automatically be converted to and treated as a termination for convenience. In such event, Contractor shall be entitled to receive only the amounts payable under subsection 10(B), and Contractor specifically waives any claim for any other amounts or damages, including, but not limited to, any claim for consequential damages or lost profits.

SECTION 11 – HOLD HARMLESS AND INDEMNIFICATION
A. The City of Sonoma and all officers and employees thereof connected with the Work, including but not limited to the City Council and the Building Official, shall not be answerable or accountable in any manner: for any loss or damage that may happen to the Work or any part thereof; for any loss or damage to any of the materials or other things used or employed in performing the Work; for injury to or death of any person; or for damage to property from any cause except losses due to sole or active negligence of the City of Sonoma’s officers or employees.

B. To the fullest extent allowed by law, Contractor shall defend, indemnify and hold harmless the City of Sonoma, its elected and appointed officials, contractors, and employees and agents, from all liability, penalties, costs, losses, damages, expenses, causes of action, claims or judgments, including attorney's fees and other defense costs, resulting from injury to or death sustained by any person (including Contractor's workers), or damage to property of any kind, or any other injury or damage whatsoever, which injury, death or damage arises out of or is in any way connected with the performance of the Work, Contractor’s compliance with the law, and/or Contractor’s acts or omissions, regardless of the Contractor's fault or negligence, including any of the same resulting from City's alleged or actual negligent act or omission, or its agents, contractors Agenda Item #4.2:

City-ACE Contract 2023 -6-
or employees; except that said indemnity shall not be applicable to injury, death or damage to property arising from the sole or active negligence or willful misconduct of City, its officers, agents, or servants who are directly responsible to City. This indemnification shall survive termination of this Contract for whatever reason.

C. In addition to any remedy authorized by law, so much of the money due the Contractor under and by virtue of the Contract as shall be considered necessary by the City, may be retained by the City of Sonoma until disposition has been made of such suits or claims for damage.

SECTION 12 –INSURANCE

Insurance Requirements for Construction Contracts
Contractor shall procure and maintain for the duration of the contract, and for one (1) years thereafter, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

A. Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $5,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

B. Automobile Liability: Insurance Services Office Form CA 0001 covering Code 1 (any auto), with limits no less than $5,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

D. Builder’s Risk (Course of Construction) insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions.

E. Surety Bonds. Contractor shall provide the following Surety Bonds:
 Performance bond
 Payment bond
 Maintenance bond - The Payment Bond and the Performance Bond shall be in a sum equal to the contract price. If the Performance Bond provides for a one-year warranty a separate Maintenance Bond is not necessary. If the warranty period specified in the contract is for longer than one year a Maintenance Bond equal to 10% of the contract price is required.

Bonds shall be duly executed by a responsible corporate surety, authorized to issue such bonds in the State of California and secured through an authorized agent with an office in California.

Agenda Item #4.2:

City-ACE Contract 2023 -7-
F. Professional Liability with limits no less than $2,000,000 per occurrence or claim, and $2,000,000 policy aggregate. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work. A copy of the claims reporting requirements must be submitted to the Entity for review.

G. Contractors’ Pollution Legal Liability and/or Asbestos Legal Liability and/or Errors and Omissions (if project involves environmental hazards) with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate. If the services involve lead-based paint or asbestos identification/remediation, the Contractors Pollution Liability policy shall not contain lead-based paint or asbestos exclusions. If the services involve mold identification/remediation, the Contractors Pollution Liability policy shall not contain a mold exclusion, and the definition of Pollution shall include microbial matter, including mold.

If the contractor maintains broader coverage and/or higher limits than the minimums shown above for all policies, the Entity requires and shall be entitled to the broader coverage and/or higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the Entity. At the option of the Entity, either: the contractor shall cause the insurer shall to reduce or eliminate such self-insured retentions as respects the Entity, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to the Entity guaranteeing payment of losses and related investigations, claim administration, and defense expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or Entity.

Other Insurance Provisions:

Additional Insured
The Entity, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

Primary Insurance
For any claims related to this project, the Contractor’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the Entity, its officers, Agenda Item #4.2:

City-ACE Contract 2023 -8-
officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

Notice of Cancellation
Contractor shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or selfinsured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Contractor shall forthwith obtain and submit proof of substitute insurance.

Builder’s Risk (Course of Construction) Insurance
Contractor may submit evidence of Builder’s Risk insurance in the form of Course of Construction coverage. Such coverage shall name the Entity as a loss payee as their interest may appear.

If the project does not involve new or major reconstruction, at the option of the Entity, an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the Work, including during transit, installation, and testing at the Entity’s site.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to the Entity.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Entity has received a waiver of subrogation endorsement from the insurer. However, the Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the Entity for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish the Entity with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them.

The Entity reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that Entity is an additional insured on Agenda Item #4.2:

City-ACE Contract 2023 -9-
insurance required from subcontractors. For CGL coverage subcontractors shall provide coverage with a form at least as broad as CG 20 38 04 13.

Special Risks or Circumstances
Entity reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.

SECTION 13 - CLAIMS RESOLUTION
A. All claims shall be in writing, addressed, and delivered as per Section 21, and include the documents necessary to substantiate the claim. Claims must be filed on or before the date of final payment or upon the date or within the time periods specified in this Agreement or the Contract Documents, whichever is earlier. The claims procedures set forth herein are supplementary to other claims procedures provided for herein or in the other Contract Documents (e.g., change orders), but in terms of preserving the Contractor’s rights to pursue any claims by litigation, Contractor must comply with the claim procedures described in this Section 13 (as well as those procedures elsewhere described in the Contract Documents or this Contract) or Contractor shall be deemed to have conclusively waived and abandoned his/her/its rights to pursue any claim for which these procedures were not followed.

B. The provisions set forth below encapsulate the relevant portions of Public Contracts Code §§ 9204 and 20104.2, both of which are applicable to this Agreement. For purposes of this paragraph:
1) “Claim” means a separate demand by the Contractor sent by registered mail or certified mail to the City with return receipt requested, for one or more of the following:
(A) A time extension, including, without limitation, for relief from damages or penalties for delay assessed by the City.
(B) Payment by the City of money or damages arising from work done by, or on behalf of, the Contractor pursuant to this Agreement and payment for which is not otherwise expressly provided or to which the claimant is not otherwise entitled.
(C) Payment of an amount that is disputed by the City.
2) “Subcontractor” means any type of contractor within the meaning of Chapter 9 (commencing with Section 7000) of Division 3 of the Business and Professions Code who either is in direct contract with the Contractor or is a lower tier subcontractor.

Agenda Item #4.2:

City-ACE Contract 2023 -10-
C. 1) Upon receipt of a claim as defined in this Section, the City shall conduct a reasonable review of the claim and, within a period not to exceed 45 days, shall provide the claimant a written statement identifying what portion of the claim is disputed and what portion is undisputed. Upon receipt of a claim, the City and Contractor may, by mutual agreement, extend the time period provided in this subsection.
2) The claimant shall furnish reasonable documentation to support the claim; provided, however, that within 30 days after the City receives the claim, the City may request (“30 Day Request”), in writing, any additional documentation supporting the claim or relating to defenses to the claim the City may have against the claimant. If after receiving any additional documentation supplied in response to the City’s 30-Day Request, the City still believes that the claim’s documentation is inadequate, the City shall, in writing, deliver to the claimant supplemental request(s) for documentation which shall be provided upon mutual agreement of the City and claimant.
3) Notwithstanding subsection (C)(2) to the contrary, irrespective of the documentation or adequacy of same, provided by the claimant, the City must still provide its written statement responding to the claim within the time period established pursuant to subsection C(1) and if the basis for the City’s statement includes lack of documentation, it may state that basis in its statement.
4) If the City Council must approve the written statement identifying the disputed portion and the undisputed portion of the claim, and the City Council does not meet within the 45 days or within the mutually agreed to extension of time following receipt of a claim sent by registered mail or certified mail, return receipt requested, the City shall have up to three days following the next duly publicly noticed meeting of the City Council after the 45-day period, or extension, expires to provide the claimant a written statement identifying the disputed portion and the undisputed portion.
5) Any payment due on an undisputed portion of the claim shall be processed and made within 60 days after the City issues its written statement. If the City fails to issue a written statement, section 13(E) shall apply.

D. 1) If the claimant disputes the City’s written response, or if the City fails to respond to a claim issued pursuant to this Section within the time prescribed, the claimant may so notify the City, in writing, either within 15 days of receipt of the City’s response or within 15 days of the City’s failure to respond within the time prescribed, respectively, and demand in writing an informal conference to meet and confer for settlement of the issues in dispute. Upon receipt of a demand in writing sent by registered mail or certified mail, return receipt requested, the City shall schedule a meet and confer conference within 30 days for settlement of the dispute.
2) Within 10 business days following the conclusion of the meet and confer conference, if the claim. or any portion of the claim remains in dispute, the Agenda Item #4.2:

City-ACE Contract 2023 -11-
City shall provide the claimant a written statement identifying the portion of the claim that remains in dispute and the portion that is undisputed. Any payment due on an undisputed portion of the claim shall be processed and made within 60 days after the City issues its written statement. Any disputed portion of the claim, as identified by the Contractor in writing, shall be submitted to nonbinding mediation, with the City and the claimant sharing the associated costs equally. The City and claimant shall mutually agree to a mediator within 10 business days after the disputed portion of the claim has been identified and delivered to the City in writing by the Contractor. If the parties cannot agree upon a mediator, each party shall select a mediator and those mediators shall select a qualified neutral third party to mediate with regard to the disputed portion of the claim. Each party shall bear the fees and costs charged by its respective mediator in connection with the selection of the neutral mediator. If mediation is unsuccessful, the parts of the claim remaining in dispute shall be subject to applicable procedures provided elsewhere in the Contract Documents, if any, or provided by applicable law. i) If after completion of the mediation, the claim or any portion remains in dispute, and if the claim is governed by Chapter 1 (commencing with Section 900) and Chapter 2 (commencing with Section 910) of Part 3 of Division 3.6 of Title 1 of the Government Code, the claimant may file a claim as provided in Chapter 1 (commencing with Section 900) and Chapter 2 (commencing with Section 910) of Part 3 of Division 3.6 of Title 1 of the Government Code. For purposes of those provisions, the running of the period of time within which a claim must be filed shall be tolled from the time the City receives the claim pursuant to subsection 13(C)(1) until the time that mediation of the claim is completed, including any period of time utilized by the meet and confer and mediation processes.
3) For purposes of this Section, mediation includes any nonbinding process, including, but not limited to, neutral evaluation or a dispute review board, in which an independent third party or board assists the parties in dispute resolution through negotiation or by issuance of an evaluation. Any mediation utilized shall conform to the timeframes in this Section. 4) Unless otherwise agreed to by the City and Contractor in writing, the mediation conducted pursuant to this Section shall excuse any further obligation under Cal. Public Contract Code section 20104.4 to mediate after litigation has been commenced.
5) This Section does not preclude the City from requiring arbitration of disputes under private arbitration or the Public Works Contract Arbitration Program, if mediation under this Section does not resolve the parties’ dispute.

E. Failure by the City to respond to a claim from the Contractor within the time periods described in this Section or to otherwise meet the time requirements of this Section shall result in the claim being deemed rejected in its entirety. A claim that is denied by reason of the City’s failure to have responded to a claim, or its failure to Agenda Item #4.2:

City-ACE Contract 2023 -12-
otherwise meet the time requirements of this Section, shall not constitute an adverse finding with regard to the merits of the claim or the responsibility or qualifications of the claimant.

F. Amounts not paid in a timely manner as required by this Section shall bear interest at 7 percent per annum.

G. If a subcontractor or a lower tier subcontractor lacks legal standing to assert a claim against the City because privity of contract does not exist, the Contractor may present to the City a claim on behalf of a subcontractor or lower tier subcontractor. A subcontractor may request in writing, either on his or her own behalf or on behalf of a lower tier subcontractor, that the Contractor present a claim for work which was performed by the subcontractor or by a lower tier subcontractor on behalf of the subcontractor. The subcontractor requesting that the claim be presented to the City shall furnish reasonable documentation to support the claim. Within 45 days of receipt of this written request from the subcontractor, the Contractor shall notify the subcontractor in writing as to whether the Contractor presented the claim to the City and, if the original Contractor did not present the claim, provide the subcontractor with a statement of the reasons for not having done so.

H. Notwithstanding anything to the contrary stated above, upon receipt of a claim, the parties may mutually agree to waive, in writing, mediation and proceed directly to the commencement of a civil action or binding arbitration, as applicable.

SECTION 14 - WARRANTY
Contractor hereby warrants its work against all deficiencies and defects for one year after completion and payment for the Work or the longest period permitted by the law of this State, whichever is less.

SECTION 15 – LAWS TO BE OBSERVED
A. Contractor shall keep itself fully informed of all existing and future state and federal laws and county and municipal ordinances and regulations which in any manner affect those engaged or employed in the work, or the materials used in the work, or which in any way affect the conduct of Work, and of all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same.

B. Contractor shall at all times observe and comply with, and shall cause all of its agents and others engaged to perform the Work to observe and comply with all such existing and future laws, ordinances, regulations, orders, and decrees of bodies or tribunals having any jurisdiction or authority over the Work; and shall protect and indemnify the City, and all officers and employees thereof connected with the Work, including but not limited to the City Engineer, against any claim or liability arising from or based on the violation of any such law, ordinance, regulation, order, or decree, whether by the City's representatives or their employees. If any discrepancy or inconsistency is discovered in the plans, drawings, specifications, or contract for the Work in relation to any such law, ordinance, regulation, order or decree, Contractor shall forthwith report the same to the Engineer in writing.

Agenda Item #4.2:

City-ACE Contract 2023 -13-
SECTION 16 – MISCELLANEOUS
A. UTILITY FACILITIES

1. The Contractor shall protect from damage any utility facilities that are to remain in place, be installed, relocated or otherwise rearranged.

2. If Contractor while performing the Work discovers utility facilities not identified in the Contract Documents, Contractor shall immediately notify the City and the utility owner.

City shall arrange the removal, relocation, or protection of existing main or trunk line utility facilities located at the site of the Work but not identified in the Contract.

3. If the Contractor is required to locate and repair damage not due to the Contractor's failure to exercise reasonable care and remove or relocate existing main or trunk line utility facilities, it shall be compensated under the Changes in Work section of this Contract, including payment for equipment on the Project necessarily idled during such work.

4. Contractor will not be entitled to damages or additional payment for delays caused solely by the failure of City, or the owner of the utility, to provide for removal or relocation of existing main or trunk line utility facilities not identified in the Contract Documents, except for equipment necessarily idled during such work.

5. The right is reserved by the City and the owners of facilities or their authorized agents, to enter the job for the purpose of making such changes as are necessary for the rearrangement of their facilities or for making necessary connections or repairs to their properties.

The Contractor shall cooperate with forces engaged in such work and shall conduct his operations in such a manner as to avoid any delay or hindrance to the work being performed by such other forces.

6. Attention is directed to the possible existence of underground facilities not known to the City of Sonoma. The Contractor shall take all steps reasonably necessary to ascertain the exact location of all underground facilities prior to doing work that may damage such facilities or interfere with their service, including but not limited to calling USA to mark utilities.

B. DIFFERING SITE CONDITIONS.

1. The Contractor shall promptly, and before the following conditions are disturbed, notify the City in writing of any:
a. Material that the Contractor believes may be material that is hazardous waste, as defined in Section 25117 of the Health and Safety Code, that is required to be removed to a Class I, Class II, or Class III disposal site in accordance with provisions of existing law;
Agenda Item #4.2:

City-ACE Contract 2023 -14-
b. Subsurface or latent physical conditions at the site differing materially from those indicated in this Contract; or
c. Unknown physical conditions at the site of any unusual nature, differing materially from those ordinarily encountered and generally recognized as inherent in work of the character provided for in this Contract.

2. No claim of the Contractor under this section shall be allowed unless the Contractor has given the notice required in this Agreement.

3. In the event a dispute arises between the City and the Contractor as to whether the conditions materially differ, or involve hazardous waste, or cause a decrease or increase in the Contractor's cost of, or time required for, performance of any part of the work, Contractor shall not be excused from completing the Work as provided in the Contract Documents. The Contractor shall proceed with all Work to be performed under the Contract. Subject to and except as is otherwise provided in this Agreement, the Contractor shall retain any and all rights provided either by this Contract or by law which pertain to the resolution of disputes and protests.

C. RECORDS AND AUDITS

1. Contractor shall establish and maintain records pertaining to this contract.

Contractor’s accounting systems shall conform to generally accepted accounting principles and all records shall provide a breakdown of total costs charged under this contract, including properly executed payrolls, time records, invoices and vouchers.

2. Contractor shall permit City and its authorized representatives to inspect and examine Contractor's books, records, accounts, and any and all data relevant to this Contract at any reasonable time for the purpose of auditing and verifying statements, invoices, or bills submitted by Contractor pursuant to this Contract and shall provide such assistance as may be reasonably required in the course of such inspection. City further reserves the right to examine and re-examine said books, records, accounts, and data during the three (3) year period following the termination of this Contract; and Contractor shall in no event dispose of, destroy, alter, or mutilate said books, records, accounts, and data in any manner whatever for three (3) years after the termination of this Contract.

3. Pursuant to California Government Code Section 8546.7, the parties to this Contract shall be subject to the examination and audit of representative of the Auditor General of the State of California for a period of three (3) years after final payment under the contract. The examination and audit shall be confined to those matters connected with the performance of this contract including, but not limited to, the cost of administering the contract.

SECTION 17 - BACK CHARGES
Charges from Contractor to City will not be honored or paid by City unless the charges are authorized and approved by City at the time the work is being performed for which a charge is to be submitted.

SECTION 18 - CLEAN-UP
Agenda Item #4.2:

City-ACE Contract 2023 -15-
Contractor will remove from the Work site all non-native debris resulting from performance of the Work no less often than daily. If Contractor fails to do so, City may, after twenty-four (24) hours' notice to Contractor, clean up the site and deduct the cost from the Contract Price.

SECTION 19 - LICENSE REQUIREMENT
Contractor's attention is directed to Business and Professions Code Sections 7000 et seq. concerning the licensing of contractors. At the time Contractor enters into this Contract and all times Contractor is performing the Work, Contractor shall have a valid license issued by the Contractors State License Board in the classification stated in the Special Provisions. Contractor and all subcontractors shall be licensed in accordance with the laws of this State and any contractor or subcontractor not so licensed is subject to penalties imposed by such laws.

SECTION 20. NOTICE
All notices permitted or required hereunder shall be delivered personally, by email or by U.S. first class mail, postage prepaid and addressed as set forth below. Notices delivered personally shall be deemed delivered at the time of delivery. Notices delivered by email shall be deemed delivered at the time of the posting of the email, provided that the sender of the email possesses independent evidence that the email was delivered. Notices delivered by first class mail shall be deemed delivered three calendar days after the notice was deposited in the U.S. Mail. Notwithstanding the foregoing to the contrary, “claims,” as defined in Section 13 must be sent by registered mail or certified mail to the City with return receipt requested and shall be deemed delivered when received by the City.

If to the City:

By U.S. Mail:

Oriana Hart, Public Works Project Manager and Administrator City of Sonoma
No. 1 The Plaza
Sonoma, CA 95476
Email: [email protected]
If to the Contractor:

By U.S. Mail:

Chris Binder
American Conservation Experience
4523 Harlin Dr
Sacramento, Ca 95826
Agenda Item #4.2:

City-ACE Contract 2023 -16-
Email: [email protected]
SECTION 21. EXHIBITS
All exhibits attached hereto are hereby incorporated by reference.

IN WITNESS WHEREOF the parties execute this Agreement on the dates set forth below.

SIGNED:

CITY OF SONOMA CONTRACTOR:

American Conservation Experience
Dated: Dated:

By: By:

Susan Casey
City Manager Contractor's License No.: #
Agenda Item #4.2:

Exhibit A
Agenda Item #4.2:

City-ACE Contract 2023 -17-

EXHIBIT B

SCOPE OF SERVICES
The purpose of the Montini Connector Trail project is to connect a portion of the existing Valley of the Moon Trail that dead ends at Two Goat Point with the rest of the trail network. Hikers on the Valley of the Moon Trail have created several social trails between Two Goat Point and the Holstein Hill Trail. Rather than turning around at Two Goat Point and heading back down the Valley of the Moon Trail, hikers have developed an informal trail network along the border of the adjacent Montini property to connect with an existing old ranch road and ultimately connecting to the Holstein Hill Trail to make a loop trail where one is not formally provided.

Public use of this segment of the ranch road violates the terms of the conservation easement held by Ag + Open Space. The conservation easement requires a buffer be maintained between the western Preserve boundary along the Montini property and public access in the area, and the hiker-created trails impinge on the designated buffer. In addition, the social trail is sufficiently steep in places that erosion is occurring.

Scope of Services: Contractor shall furnish all necessary management, supervision, labor, tools, and services, required to timely, competently, diligently and fully perform and complete the work (“Work”) generally described as follows:
(1) Build connector trail from Two Goat Point to the Holstein Hill Trail – Prep area and construct by hand an 850ft trail, 3 feet wide including 20 rock stairs as incorporated into the design. Steps will be constructed by rock gathered from the site by the Contractor.

Construction of the trail will also use aggregate rock supplied by and brought to the base of the trail by the City of Sonoma.
(2) Closure of Social Trail- Contractor shall close off and restore 600ft of social trail that has been established along the western boundary of the Preserve adjacent to Montini Ranch. Crew will scarify the area, plant restoration seeds, and use vegetation buffering to close the social trail.
(3) Construct Four (4) Signage Platforms – The Contractor shall construct 4 signage platforms each consisting of 14-sqft of crib wall, and three 6-ft wide stone stairs. Stones for crib wall shall be purchased by the City and delivered to the site. Aggregate fill and stone steps to be provided by the City of Sonoma. Locations shown in Exhibit A, and loosely described as (1) the signage kiosk at the entrance of the Preserve on Holstein Hill Trail from Fourth St West, (2) the signage kiosk at the entrance of the Preserve from Norrbom Rd, (3) the signage kiosk at the entrance of the Sonoma Overlook Trail from Norrbom Rd, (4) the signage kiosk at the Sonoma Overlook Trail Toyon Trailhead.

Agenda Item #4.2:

City of Sonoma
Agenda Item Summary
Meeting: City Council - 05 Oct 2022
Department
Public Works
Staff Contact
Oriana Hart, PW Admin & Project Manager
Agenda Item Title
Adopt a Resolution Authorizing the Interim City Manager to Execute an Agreement with the Northern Sonoma County Water Conservation Program Which Would Provide $323,202.27 in Proposition 1 Grant Funding
Summary
Proposition 1, the Water Quality, Supply, and Infrastructure Improvement Act of 2014, Integrated Regional Water Management (IRWM) Grant Program, administered by the State of California Department of Water Resources (State), provides funding for projects that help meet the long-term water needs of the state, including assisting water infrastructure systems adapt to climate change; providing incentives throughout each watershed to collaborate in managing the region's water resources, setting regional priorities for water infrastructure and, improving regional water self-reliance.

Sonoma Water, as lead Sonoma County agency in the Association of Bay Area Governments, was awarded funding from the IRWM grant and the City of Sonoma as a grant partner, is eligible to receive $323,202.27 in potential grant funding. The City would be required to provide an equal match amount of $323,202.27 for a project totaling $646,404.50. The City could use the grant funds to implement a Smart Metering Device Project by installing utility‐owned smart water meters via Advanced Metering Infrastructure (AMI). These devices provide customers real-time detailed information on water use and provide leak alerts. Alternatively, the City could use the grant funds to provide a 50% rebate amount to water customers, for converting high water use turf to water-wise landscaping, with a maximum reimbursement amount of $0.50 per square foot.

Advanced Metering Infrastructure (AMI) is an integrated system of equipment, communications, and information management systems for utilities to remotely collect customer water usage data in real time. AMI uses radio-based technology to read water meters, which eliminates the need for manual meter reads. AMI systems provide more detailed and real-time water usage data to costumers allowing them to improve water savings. The City would receive $75 for each AMI system installed between October 2023 and the end of the grant term September 30, 2024.

The City will only receive grant funding or be obligated for match funding for meters installed during the grant period. The City will work with Sonoma Water to report progress during the duration of the grant.

Recommended Council Action
It is recommended the City Council adopt a resolution that authorizes the Interim City Manager to execute the agreement with Sonoma Water as the administrator of the Proposition 1 grant fund.

Alternative Actions
Council discretion.

Agenda Item #4.3:

Financial Impact
The grant project funding is laid out in Exhibit B of the attached agreement. The City would be required to provide a 50% match amount of $323,202.27 to receive grant funding of $323,202.27. This would amount to a projected expense from the water enterprise fund GL 510-62001-353-50353 of $161,601 during FY 23/24 and $161,601 in FY 24/25.

Environmental Review Status
Environmental Impact Report
Negative Declaration
Exempt
Not Applicable
Approved/Certified
No Action Required
Action Requested
Attachments
Resolution - Approve Prop 1 SW Agreement
Prop 1 SW Agreement
Agenda Item #4.3:

CITY OF SONOMA
RESOLUTION NO. ___- 2022

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SONOMA

AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH THE

NORTHERN SONOMA COUNTY WATER CONSERVATION PROGRAM WHICH WOULD PROVIDE $323,202.27 IN PROPOSTION 1 GRANT FUNDING.

WHEREAS, Proposition 1, the Water Quality, Supply, and Infrastructure Improvement Act of 2014, Integrated Regional Water Management (IRWM) Grant Program, administered by the State of California Department of Water Resources (State), provides funding for projects that help meet the long-term water needs of the state, including assisting water infrastructure systems adapt to climate change; providing incentives throughout each watershed to collaborate in managing the region's water resources, setting regional priorities for water infrastructure and, improving regional water self-reliance; and
WHEREAS, Sonoma Water was allocated funding by the State for administering and implementing the Program for Participating Agencies under Proposition 1, IRWM Grant Program. and
WHEREAS, the City of Sonoma is a participating agency in the Northern Sonoma County Water Conservation Program ; and
WHEREAS, The City of Sonoma could use the grant funds to either implement a Smart Metering Device Project by installing utility-owned smart water meters via Advanced Metering Infrastructure (AMI) or alternatively, the City could use the grant funds to provide a 50% rebate amount to water customers, for converting high water use turf to water-wise landscaping, with a maximum reimbursement amount of $0.50 per square foot; and
WHEREAS, upgrading the City of Sonoma’s water meter infrastructure to Advanced Metering Infrastructure, (AMI), would provide an integrated system of equipment, communications, and information management systems for the City to remotely collect customer water usage data in real-time and provide more detailed and real-time water usage data to customers allowing them to improve water savings ; and WHEREAS, the installation of AMI can be partially funded through the Prop 1 grant funds acquired by Sonoma Water, and
WHEREAS, the funding could be alternatively used for rebates to replace turf and support the City’s water conservation program.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Sonoma hereby:

1. Certifies that said grantee has or will have available prior to commencement of the project work, sufficient funds to complete the projects; and

2. Delegates the authority to the Interim City Manager, or designee to conduct all negotiations, sign, and submit all documents, including, but not limited to applications, agreements, amendments, and pay requests, which may be necessary for the completion of the grant scope.

Agenda Item #4.3:

3. Authorizes programing of City matching funding of $161,601 per year into the fiscal years FY 23/24 and FY 24/25.

ADOPTED this 5th day of October 2022 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
________________________________
Jack Ding, Mayor
ATTEST:
________________________________
Rebekah Barr, City Clerk
Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 1 For accessibility assistance with this document, please contact the Sonoma County Water Agency Technical Writing Section at (707) 547-1900, Fax at (707) 544-6123, or TDD through the California Relay Service (by dialing 711). jc: s:\techw\agreements\2021-099.docx version: 9/29/2022 8:48:00 PM TW 20/21-099 DRAFT Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1)
This agreement (“Agreement”) is by and between Sonoma County Water Agency a body corporate and politic of the State of California (“Sonoma Water”) and City of Sonoma, a government agency (“City”). The Effective Date of this Agreement is the date the Agreement is last signed by the parties to the Agreement, unless otherwise specified in Article 8 (Term of Agreement).

R E C I T A L S
A. Proposition 1, the Water Quality, Supply, and Infrastructure Improvement Act of 2014, Integrated Regional Water Management (IRWM) Grant Program, administered by the State of California Department of Water Resources (State), provides funding for projects that help meet the long-term water needs of the state, including assisting water infrastructure systems adapt to climate change; providing incentives throughout each watershed to collaborate in managing the region's water resources, setting regional priorities for water infrastructure and, improving regional water self-reliance.

B. On April 22, 2019, State released the Final Proposition 1 - Round 1 IRWM Implementation Grant Proposal Solicitation seeking applications from all State of California IRWM regions.

East Bay Municipal Utilities District (EBMUD) applied on behalf of itself and 10 partners (including Sonoma Water), to implement a series of water conservation projects in the region. The Association of Bay Area Governments (ABAG), acting as lead applicant to the State, was tasked to work with sub-applicants to complete the final regional application.

C. On June 2, 2020, ABAG was notified that its Proposition 1, Round 1, grant application was awarded by State for a suite of projects, including the Bay Area Regional Water Conservation Program Proposition 1 Round 1 Integrated Regional Water Management Implementation Grant (Program) administered by EBMUD in partnership with multiple organizations. Under a Memorandum of Understanding with EBMUD, Sonoma Water will receive $622,886 from State for administering and implementing the Program with local municipal partners.

D. Sonoma Water was allocated $622,887 by the State for administering and implementing the Program for Participating Agencies. Participating Agencies and Sonoma Water have committed to provide an additional $622,887 in non-State matching funds, for a total Program cost of $1,245,773.

E. Participating Agencies include, but are not limited to: City of Petaluma, City of Sonoma, Valley of the Moon Water District, and North Marin Water District.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 2 In consideration of the foregoing recitals and the mutual covenants contained herein, the parties hereto agree as follows:

A G R E E M E N T

1. RECITALS

1.1. The above recitals are true and correct.

2. LIST OF EXHIBITS

2.1. The following exhibits are attached hereto and incorporated herein:
a. Exhibit A: Program Scope.
b. Exhibit B: Schedule of Costs.
c. Exhibit B-1: Amended Schedule of Costs.
d. Exhibit C: Insurance Requirements.
e. Exhibit D: Grant Award Documents for FP-263 (Memorandum of Understanding with EBMUD, Grant Agreement No. 4600013831 from the State of California).
f. Exhibit E: Quarterly Reports.
g. Exhibit F: Component Analysis.

3. DEFINITIONS:

3.1. For the purposes of this Agreement the following terms and definitions shall be used:
a. Participants. City-approved water customers who apply to participate in Grant-Funded Measures as described in Exhibit A.
b. Grant-Funded Measures. Water conservation incentives described in Exhibit A that are funded by Department of Water Resources Proposition 1 grant.

4. CITY’S RESPONSIBILITIES

4.1. City’s Specified Scope of Work: Perform the tasks in Exhibit A (Program Scope), within the times or by the dates provided for in Exhibit A. In the event of a conflict between the body of this Agreement and Exhibit A, the provisions in the body of this Agreement shall control.

4.2. Match Funds: Grant terms require City to provide match funding in the amount listed in Exhibit B, with the limitations specified in Exhibit A. Rebates, equipment, and other program costs incurred between June 3, 2020, and September 30, 2024, can be applied to match or reimbursable program costs.

4.3. Acknowledgement of Credit: Grant terms require City to include appropriate acknowledgement of credit to the State for its support when promoting the Project or using any data and/or information developed under the Program.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 3 Recognition shall include the Department of Water Resources color logo, Prop 1 color logo, and the following disclosure statement: “Funding for this project has been provided in part from the Water Quality, Supply, and Infrastructure Improvement Act of 2014 and through an agreement with the State Department of Water Resources.” Retain documentation of satisfying the acknowledgement of credit, as stated in Exhibit A Deliverables.

4.4. Marketing: Conduct marketing to promote awareness of City-run Programs.

Retain copies of all marketing materials and examples of rebate applications, as stated in Exhibit A Deliverables.

4.5. Quarterly Reports: Provide quarterly reports of services performed and other data required under grant programs, in a format provided by Sonoma Water, (attached as Exhibit E). Reports for activity through the 15th of the reporting month shall be submitted to Sonoma Water on or before the 21st of March, June, September, and December each year. An additional closeout report may be required prior to agreement termination, date to be determined.

4.6. Post-Performance Reports: For up to three years after expiration of this agreement, provide data or other records to Sonoma Water as needed to fulfill post-performance reporting requirements for the State.

4.7. Communication: Provide regular communication monthly via email or phone with Sonoma Water representative on budget tracking and other issues as required.

4.8. Monitoring: Provide access to work sites, records, programs, or procedures in order to ensure compliance with terms and conditions of the Grant agreement.

4.9. State or Grant Funding: City is informed and aware that this Agreement is funded by a grant from the California Department of Water Resources Proposition 1 Integrated Regional Water Management Implementation Grant Agreement No. 4600013831, which grant is conditioned upon various terms that apply to City. City has reviewed the grant award documents attached hereto as Exhibit D (Grant Award Documents) and hereby agrees to comply with them to the extent they apply to a subrecipient.

5. SONOMA WATER'S RESPONSIBILITIES

5.1. Coordination and Grant Administration: Coordinate, document, invoice, and report as required by the grant terms, including the Programs described in Exhibit A.

5.2. Quarterly Reports: Prepare required quarterly reporting data and invoices and submit to EBMUD according to the terms of the Memorandum of Understanding with EBMUD.

5.3. Disbursement of Grant Funds: Disburse funds per grant guidelines.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 4

6. COORDINATION

6.1. Coordination: City shall cooperate with Sonoma Water in the performance of all work hereunder. City shall coordinate the work with Sonoma Water’s Project Manager. Contact information and mailing addresses:

Sonoma Water City
Project Manager: Kris Loomis Contact: Michael Brett
Phone: (707) 524-1165 No. 1 The Plaza
Email: [email protected] Sonoma, CA 95476
Phone: (707) 732-0053
Grant Manager: Joan Hultberg Email: [email protected] Phone: 707-547-1902
Email: [email protected]
404 Aviation Boulevard
Santa Rosa, CA 95403-9019
Remit progress report and cost
documentation to:

Remit payments to:

Kris Loomis
Same address as above
Same address as above

7. PAYMENT TO CITY

7.1. Program Maximum Obligations: City’s obligation under this Agreement shall not exceed the amounts listed in Exhibit B, or an amendment to that Exhibit.

Sonoma Water anticipates receiving a maximum of $622,886 in grant funding for all Participating Agencies and must collect and invoice for an additional $622,887 in non-State matching funds from Participating Agencies, for a total program cost of $1,245,673.
a. City-run Programs: Estimated amount for City-run Programs is detailed in Exhibit B.
b. Modification. Estimated amounts in Exhibit B may be adjusted, as mutually agreed in writing by the parties using the Amended Schedule of Costs (Exhibit B-1), provided total cost does not exceed $622,836 for all Participating Agencies.
c. Retention. State retains 10 percent of funds requested until the project is complete and all reporting requirements are met and approved by the State.

City understands and agrees that these retained funds will be distributed when they are made available to Sonoma Water, which may be after the expiration date of this agreement.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 5

7.2. Method of Payment: City shall be paid in accordance with the following terms:
a. City shall be paid in accordance with Exhibit B (Schedule of Costs). Expenses not expressly authorized by the Agreement shall not be reimbursed. b. City shall not be entitled to any additional payment for any expenses incurred in completion of the services.
c. City will be reimbursed for Program expenditures when grant funds become available. Sonoma Water will distribute payments to City according to grant guidelines.
d. City shall be responsible for providing match funding in accordance with 4.2 above. If any Participating Agency does not meet its match obligation before the expiration date of this agreement, reimbursement amounts may be reduced.

7.3. Quarterly Reports: Payment is subject to receipt of the quarterly reports; format provided in Exhibit E.

7.4. Ineligible Costs: Pursuant to the grant terms and conditions, costs that are not eligible for reimbursement include, but are not limited to overhead and indirect costs. “Indirect Costs” means those costs that are incurred for a common or joint purpose benefiting more than one cost objective and are not readily assignable to the Project (i.e., costs that are not directly related to the grant funded project). Examples of Indirect Costs include but are not limited to:
central service costs; general administration of VMWD; non-project-specific accounting and personnel services performed within VMWD’s organization; depreciation or use allowances on buildings and equipment; the costs of operating and maintaining non-project-specific facilities; tuition and conference fees; forums, trainings, and seminars; and, generic overhead or markup. This prohibition applies to VMWD and any subcontract or sub-agreement for work on the Project that will be reimbursed pursuant to this Agreement.

7.5. Excess Costs: If the Program costs exceed the total amount described in this Agreement for City–run Programs, City shall pay for materials and services.

Excess costs will be reported as additional matching funds for the grant and are not eligible for additional grant reimbursement.

8. TERM OF AGREEMENT

8.1. The term of this Agreement shall be from June 3, 2020, (“Effective Date”) to November 31, 2024, unless terminated earlier in accordance with the provisions of Article 9 (Termination).

8.2. After the expiration of this agreement, City may be requested to provide data or other records to Sonoma Water as needed to fulfill post-performance reporting requirements for the State. Sonoma Water will be required to conduct postperformance reporting for three years after the grant period ends.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 6

9. TERMINATION

9.1. Authority to Terminate: Sonoma Water’s right to terminate may be exercised by Sonoma Water's General Manager.

9.2. Termination for Cause: Notwithstanding any other provision of this Agreement, should City fail to perform any of its obligations hereunder, within the time and in the manner herein provided, or otherwise violate any of the terms of this Agreement, Sonoma Water may immediately terminate this Agreement by giving City written notice of such termination, stating the reason for termination.

9.3. Payment Upon Termination: Upon termination of this Agreement by Sonoma Water, City shall be entitled to receive as full payment for all services satisfactorily rendered and reimbursable expenses properly incurred hereunder, a pursuant to Paragraph 7 (Payment to City).

9.4. Termination for Non-Appropriation: Sonoma Water may terminate this Agreement at any time, upon giving City thirty (30) days written notice, for any of the following reasons:
a. Sonoma Water has exhausted all funds legally available for payments to become due under this Agreement;
b. Funds which have been appropriated for purposes of this Agreement are withheld and are not made available to Sonoma Water;

9.5. Change in Funding: City understands and agrees that Sonoma Water shall have the right to terminate this Agreement immediately upon written notice to City in the event that (1) any state or federal agency or other funder reduces, withholds or terminates funding that Sonoma Water anticipated using to pay City for services provided under this Agreement or (2) Sonoma Water has exhausted all funds legally available for payments due under this Agreement.

10. MUTUAL INDEMNIFICATION

10.1. Each party to this Agreement (the “Indemnifying Party”) agrees to accept all responsibility for loss or damage to any person or entity, and to defend, indemnify, hold harmless and release the other party (the “Indemnified Party”), and the Indemnified Party’s supervisors, officers, agents, and employees, from and against any and all liabilities, actions, claims, damages, disabilities, or expenses that may be asserted by any person or entity, including the Indemnifying Party, to the extent resulting from the Indemnifying Party’s breach of any material term of this Agreement, or Indemnifying Party’s negligence or willful misconduct in connection with the performance of this Agreement, but excluding liabilities, actions, claims, damages, disabilities, or expenses to the extent arising from Indemnified Party’s breach of any material term of this Agreement, or Indemnified Party’s negligence or willful misconduct in connection with the performance of this Agreement. The Indemnified Party shall have the right to select its legal counsel at the Indemnifying Party’s expense, Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 7 subject to the Indemnifying Party’s approval, which shall not be unreasonably withheld. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable to or for the parties hereto or their agents under workers’ compensation acts, disability benefit acts, or other employee benefit acts.

11. INSURANCE

11.1. With respect to performance of work under this Agreement, City shall maintain and shall require all of its subcontractors, consultants, and other agents to maintain, insurance as described in Exhibit C (Insurance Requirements).

12. EXTRA OR CHANGED WORK

12.1. Except as provided in 7.1.b (Modification), extra or changed work or other changes to the Agreement may be authorized only by written amendment to this Agreement, signed by both parties. Changes to lengthen time schedules or make minor modifications to the scope of work, which do not increase the amount paid under the Agreement, may be executed by Sonoma County Water Agency's General Manager in a form approved by County Counsel. The parties expressly recognize that Sonoma Water personnel are without authorization to order all other extra or changed work or waive Agreement requirements. Failure of City to secure such written authorization for extra or changed work shall constitute a waiver of any and all right to adjustment in the Agreement price or Agreement time due to such unauthorized work and thereafter City shall be entitled to no compensation whatsoever for the performance of such work. City further expressly waives any and all right or remedy by way of restitution and quantum meruit for any and all extra work performed without such express and prior written authorization of Sonoma Water.

13. REPRESENTATIONS OF CITY

13.1. Labor Code Compliance: City shall keep informed of and take all measures necessary to ensure compliance with applicable Labor Code requirements, including, but not limited to, §1720 et seq. of the Labor Code regarding public works, limitations on use of volunteer labor (Labor Code §1720.4), labor compliance programs (Labor Code §1771.5) and payment of prevailing wages for work done and funded pursuant to these Guidelines, including any payments to the Department of Industrial Relations under Labor Code §1771.3.

13.2. Nondiscrimination: During the performance of this Agreement, City and its contractors or subcontractors shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex (gender), sexual orientation, gender identity, race, color, ancestry, religion, creed, national origin (including language use restriction), pregnancy, physical disability (including HIV and AIDS), mental disability, medical condition (cancer/genetic characteristics), age (over 40), marital/domestic partner status, Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 8 and denial of medical and family care leave or pregnancy disability leave. City and its contractors or subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. City and its contractors or subcontractors shall comply with the provisions of the California Fair Employment and Housing Act (Government Code §12990 (a-f) et seq.) and the applicable regulations promulgated there under (California Code of Regulations, Title 2, §11000 et seq.). The applicable regulations of the Fair Employment and Housing are incorporated into this Agreement by reference. City and its contractors or subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. VMWD shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the Agreement.

13.3. Workers’ Compensation: City affirms that it is aware of the provisions of §3700 of the Labor Code, which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and City affirms that it will comply with such provisions before commencing the performance of the work under this Agreement and will make its contractors and subcontractors aware of this provision.

13.4. No Suspension or Debarment: City warrants that it is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in covered transactions by any federal department or agency.

City also warrants that it is not suspended or debarred from receiving federal funds as listed in the List of Parties Excluded from Federal Procurement or Nonprocurement Programs issued by the General Services Administration.

13.5. Accounting, Audits, and Records Maintenance: City and its contractors and subcontractors shall maintain books, records, and other documents pertinent to their work under this Agreement in accordance with generally accepted accounting principles and practices. Records are subject to inspection by Sonoma Water and State at any and all reasonable times. All records of City or its contractor or subcontractor shall be preserved for the purpose of State audits for at least three (3) years after project completion or final billing, whichever comes later.

13.6. Inspections: Sonoma Water and State shall have the right to inspect the work being performed at any and all reasonable times, providing a minimum of 24- hour notice, during the term of this Agreement. City acknowledges that Program documents may be subject to the Public Records Act (California Government Code Section 6250 et. seq.). Sonoma Water and State shall have the right to inspect and make copies of these documents at any and all reasonable times during the term of this Agreement to ensure compliance with the terms and conditions of this Agreement. During regular office hours, Sonoma Water and Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 9 State shall have the right to inspect and to make copies of any books, records, or reports of the City relating to this Grant Agreement. City shall maintain and shall make available at all times for such inspection accurate records of its costs, disbursements, and receipts with respect to its activities under this Agreement.

Failure or refusal by City to comply with this provision shall be considered a breach of this Grant Agreement, and Sonoma Water may withhold disbursements to City or take any other action it deems necessary to protect its interests. VMWD shall include provisions ensuring such access in all its contracts or subcontracts entered into for this Agreement.

13.7. Drug-Free Workplace Certification (Certification of Compliance): By signing this Agreement, City, its contractors or subcontractors hereby certify, under penalty of perjury under the laws of State of California, compliance with the requirements of the Drug-Free Workplace Act of 1990 (Government Code §8350 et seq.) and have or will provide a drug-free workplace by taking the following actions:
a. Publish a statement notifying employees, contractors, and subcontractors that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees, contractors, or subcontractors for violations, as required by Government Code section 8355(a)(1).
b. Establish a Drug-Free Awareness Program, as required by Government Code section 8355(a)(2) to inform employees, contractors, or subcontractors about all of the following:
i. The dangers of drug abuse in the workplace,
ii. City’s policy of maintaining a drug-free workplace, iii. Any available counseling, rehabilitation, and employee assistance programs, and
iv. Penalties that may be imposed upon employees, contractors, and subcontractors for drug abuse violations.
c. Provide, as required by Government Code section 8355(a)(3), that every employee, contractor, and/or subcontractor who works under this Agreement:
i. Will receive a copy of City’s drug-free policy statement, and ii. Will agree to abide by terms of City’s condition of employment, contract or subcontract.

13.8. Ownership of Work Product: All reports, drawings, graphics, plans, and studies, in their final form and format, assembled or prepared by City or City’s subcontractors, consultants, and other agents in connection with this Agreement, shall be the property of Sonoma Water. City shall deliver such materials to Sonoma Water upon request in their final form and format. Such materials shall be and will remain the property of Sonoma Water without restriction or limitation. Document drafts, notes, and emails of City and City’s Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 10 subcontractors, consultants, and other agents shall remain the property of those persons or entities.

14. DEMAND FOR ASSURANCE

14.1. Each party to this Agreement undertakes the obligation that the other's expectation of receiving due performance will not be impaired. When reasonable grounds for insecurity arise with respect to the performance of either party, the other may in writing demand adequate assurance of due performance and until such assurance is received may, if commercially reasonable, suspend any performance for which the agreed return has not been received. “Commercially reasonable” includes not only the conduct of a party with respect to performance under this Agreement, but also conduct with respect to other agreements with parties to this Agreement or others. After receipt of a justified demand, failure to provide within a reasonable time, but not exceeding thirty (30) days, such assurance of due performance as is adequate under the circumstances of the particular case is a repudiation of this Agreement.

Acceptance of any improper delivery, service, or payment does not prejudice the aggrieved party's right to demand adequate assurance of future performance.

Nothing in this Article 14 limits Sonoma Water’s right to terminate this Agreement pursuant to Article 9 (Termination).

15. ASSIGNMENT AND DELEGATION

15.1. Consent: Neither party hereto shall assign, delegate, sublet, or transfer any interest in or duty under this Agreement without the prior written consent of the other, and no such transfer shall be of any force or effect whatsoever unless and until the other party shall have so consented.

15.2. Subcontracts: Notwithstanding the foregoing, City may enter into subcontracts with the subconsultants specifically identified herein. If no subconsultants are listed, then no subconsultants will be utilized in the performance of the work specified in this Agreement. Approved subconsultants are as follows:

Name Type of Services Prevailing Wages
Apply? Y/N

15.3. Change of Subcontractors or Subconsultants: If, after execution of the Agreement, parties agree that subconsultants not listed in Paragraph 15.2 will be utilized, City may enter into subcontracts with subconsultants to perform other specific duties pursuant to the provisions of this Paragraph 15.3. The following provisions apply to any subcontract entered into by City other than those listed in Paragraph 15.2 above:
a. Prior to entering into any contract with subconsultant, City shall obtain Sonoma Water approval of subconsultant. All agreements with Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 11 subconsultants shall (a) contain indemnity requirements in favor of Sonoma Water and the State of California in substantially the same form as that contained in Article 10, (b) contain language that the subconsultant may be terminated with or without cause upon reasonable written notice, and (c) prohibit the assignment or delegation of work under the agreement to any third party.

15.4. Summary of Subconsultants’ Work: City shall provide Sonoma Water with a copy of subconsultant contract and summary of work performed by subconsultants with each invoice submitted under Paragraph 7.2.d. Such summary shall identify the individuals performing work on behalf of subconsultants and the total amount paid to subconsultant, broken down by the tasks listed in the Scope of Work.

16. MISCELLANEOUS PROVISIONS

16.1. No Bottled Water: In accordance with Sonoma Water Board of Directors Resolution No. 09-0920, dated September 29, 2009, no Sonoma Water funding shall be used to purchase single-serving, disposable water bottles for use in Sonoma Water facilities or at Sonoma Water-sponsored events. This restriction shall not apply when potable water is not available.

16.2. No Waiver of Breach: The waiver by Sonoma Water of any breach of any term or promise contained in this Agreement shall not be deemed to be a waiver of such term or promise or any subsequent breach of the same or any other term or promise contained in this Agreement.

16.3. Construction: To the fullest extent allowed by law, the provisions of this Agreement shall be construed and given effect in a manner that avoids any violation of statute, ordinance, regulation, or law. The parties covenant and agree that in the event that any provision of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remainder of the provisions hereof shall remain in full force and effect and shall in no way be affected, impaired, or invalidated thereby. City and Sonoma Water acknowledge that they have each contributed to the making of this Agreement and that, in the event of a dispute over the interpretation of this Agreement, the language of the Agreement will not be construed against one party in favor of the other. City and Sonoma Water acknowledge that they have each had an adequate opportunity to consult with counsel in the negotiation and preparation of this Agreement.

16.4. Consent: Wherever in this Agreement the consent or approval of one party is required to an act of the other party, such consent or approval shall not be unreasonably withheld or delayed.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 12

16.5. No Third-Party Beneficiaries: Except as provided in Article 10 (MUTUAL Indemnification), nothing contained in this Agreement shall be construed to create and the parties do not intend to create any rights in third parties.

16.6. Applicable Law and Forum: This Agreement shall be construed and interpreted according to the substantive law of California, regardless of the law of conflicts to the contrary in any jurisdiction. Any action to enforce the terms of this Agreement or for the breach thereof shall be brought and tried in Santa Rosa or in the forum nearest to the city of Santa Rosa, in the County of Sonoma.

16.7. Captions: The captions in this Agreement are solely for convenience of reference. They are not a part of this Agreement and shall have no effect on its construction or interpretation.

16.8. Merger: This writing is intended both as the final expression of the Agreement between the parties hereto with respect to the included terms and as a complete and exclusive statement of the terms of the Agreement, pursuant to Code of Civil Procedure section 1856. Each Party acknowledges that, in entering into this Agreement, it has not relied on any representation or undertaking, whether oral or in writing, other than those which are expressly set forth in this Agreement. No modification of this Agreement shall be effective unless and until such modification is evidenced by a writing signed by both parties.

16.9. Survival of Terms: All express representations, waivers, indemnifications, and limitations of liability included in this Agreement will survive its completion or termination for any reason.

16.10. Time of Essence: Time is and shall be of the essence of this Agreement and every provision hereof.

16.11. Signature(s): City shall use either physical or digital signature(s) to execute this Agreement, or to execute documents required to be executed by this Agreement. Digital signature(s) must comply with Government Code section

16.5. By using digital signature(s), City warrants and represents that it intends the digital signature to have the same force and effect as the use of a manual signature. Electronic signature(s) are not allowed.
/
/
/
/
Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) 13 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date last signed by the parties to the Agreement.

Reviewed as to funds:

TW 20/21-099
By:

Sonoma County Water Agency
Division Manager - Administrative
Services
Approved as to form:

By:

Adam Brand, Deputy County Counsel
Insurance Documentation is on file with
Sonoma Water
Date/TW Initials:

Sonoma County Water Agency City of Sonoma
By: By:

Grant Davis
General Manager
Authorized per Sonoma County Water
Agency’s Board of Directors Action June
8, 2021
(Please print name here)
Title:

Date: Date:

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) A-1 Exhibit A
Program Scope

GRANT FUNDED MEASURES
A. The Water Efficient Landscape Rebate Program (Turf Replacement): City may implement a turf conversion program providing rebates or incentives for converting turf to low water use plant material. Implementation activities include marketing, processing, and issuance of rebates. The program will follow the guidelines below:
1) Grant will fund 50 percent of rebate amounts, with a maximum reimbursement of $0.50 per square foot for converting high water use turf to water-wise landscaping. City will fund at least 50 percent in match. 2) As an alternative to rebates, City may offer Participants materials for turf conversion (including but not limited to compost, mulch, plants). Grant will fund materials up to 50 percent of the cost per square foot, with a maximum reimbursement of $0.50 per square foot for converting high water use turf to water-wise landscaping. City will fund at least 50 percent in match.

B. Smart Metering Device Project: City may implement a Smart Metering Device Project through processing and issuance of rebates. These devices provide customers detailed information on water use and provide leak alerts:
1) Utility-Owned Device: City may implement a Smart Metering Device Project by installing utility-owned smart water meters via Advanced Metering Infrastructure (AMI).
a. Grant will fund 50 percent of the device cost, with a maximum reimbursement of $75.00 per device. City will fund at least 50 percent in match.
2) Customer-Owned Smart Metering Device: City may implement a Smart Metering Device Project and incentivize the cost to Participants for the purchase of a smart meter (to be installed by customer/Participant).
a. Grant will fund 50 percent of the device cost, with a maximum reimbursement of $75.00 per device. City will fund at least 50 percent in match.

C. The Commercial Weather Based Irrigation Controller Rebate Program:
1) City will pay or incentivize commercial Participants for the purchase of a Weather Based Irrigation Controller. Implementation activities include marketing, processing, and issuance of rebates.
2) Grant will fund 50 percent of the device cost, with a maximum reimbursement of $150.00 per device. City will fund at least 50 percent in match.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) A-2 D. The Single-Family Weather Based Irrigation Controller Rebate Program (Residential) 1) City will pay or incentivize residential Participants for the purchase of a self-adjusting Weather Based Irrigation Controller. Implementation activities include marketing, processing, and issuance of rebates. 2) Grant will fund 50 percent of the device cost, with a maximum reimbursement of $50.00 per device. City will fund at least 50 percent in match.

E. Component Analysis Project:
1) City will implement water loss analyses on their distribution systems to help identify leaks in their system.
2) Grant will fund 50 percent of the component analysis cost, with a maximum reimbursement of $10,227.27 per analysis. City will fund at least 50 percent in match.

F. Optional Program Task:
1) As mutually agreed between City and Sonoma Water, Program funds may be reallocated to an optional water-saving program component in support of Program objectives, to be determined at a later date. Optional task must be described in writing and attached to an executed Exhibit B-1.

G. Deliverables
1) Quarterly reports to Sonoma Water project manager as specified in Section 4.5 (Quarterly Reports) and Exhibit E (Reporting Template) of this agreement. 2) Copies of public outreach, marketing, project photos, and promotional/web link materials.
3) Documentation of acknowledgement of credit, as specified in Section 4.3. 4) Examples of rebate applications.
5) Copy of RFP for Component Analysis Consultant, Consultant Contract, and Proof of Payment.
6) Completed Water Loss Analyses Report (Component Analysis Project). 7) Post-performance report:
a. Provide post-performance data requested by Sonoma Water as needed to fulfill post-performance reporting requirements for the State. This may include costs and/or benefits deriving from the project since completion, among other information.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) B-1-1 Exhibit B
Schedule of Program Costs
Grant-Funded Measure Grant
rebate
maximum
Grant Funds
available
City’s
minimum
Match
Obligation
Turf Replacement Program Up to
$0.50/sq ft
$0 $0
Smart metering devices (utility or
customer owned)
Up to $75
each
$312,975.00 $312,975.00
Commercial Weather Based
Irrigation Controller
Up to $150
each
$0 $0
Residential Weather Based
Irrigation Controller
Up to $50
each
$0 $0
Component analysis Up to
$10,227
$10,227.27 $10,227.27
Total Available Funding $323,202.27 $323,202.27
Note: Additional funds may become available if other entities do not use allocated amounts.

Amount of funding and eligible quantities may be modified by using Exhibit B-1- Amended Schedule of Costs.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) B-1-1 Exhibit B-1
Amended Schedule of Program Costs for Agreement
[Add letter A,B,C for each amendment, then delete this text. Track in TW database] [Blue shaded boxes and signature lines in B-1 should be blank unless using to amend] Grant-Funded Measure Grant
rebate
maximum
Grant Funds
available
City’s
minimum
Match
Obligation
Turf Replacement Program Up to
$0.50/sq ft
Smart metering devices (utility or
customer owned)
Up to $75
each
Commercial Weather Based
Irrigation Controller
Up to $150
each
Residential Weather Based
Irrigation Controller
Up to $50
each
Component analysis $10,227
[Optional task: if used, replace
this text with name of task and
attach description OR delete this
line if not used]
Total Available Funding xxxx.xx xxxx.xx
Sonoma Water and City mutually agree that quantities and dollar amounts listed above will replace any earlier version of Exhibit B. All conditions of the Agreement other than those specifically changed by this amended Exhibit shall remain in effect.

City of Sonoma Sonoma County Water Agency
By: Reviewed by Paul Piazza, Program Manager:

Title: By:

Date: By:

Joan Hultberg, Grant Manager
Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) B-1-2 Sonoma Water copies to:

Accounting and Records
Joan Hultberg
Brad Elliott
Paul Piazza
[technical writer name]
Date:

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) C-1 Exhibit C
Insurance Requirements

1. INSURANCE TO BE MAINTAINED BY CITY OF SONOMA
City of Sonoma shall maintain insurance, pooled risk, and/or self-insurance as described below and shall require all of its subcontractors, consultants, and other agents to maintain insurance as described below unless such insurance has been expressly waived by the attachment of a Waiver of Insurance Requirements. The insurance shall be maintained for the entire term of the Agreement after all funds have been disbursed.

Sonoma Water reserves the right to review any and all of the required insurance policies and/or endorsements but has no obligation to do so. Sonoma Water’s failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or Sonoma Water’s failure to identify any insurance deficiency shall not relieve City of Sonoma from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance of this Agreement.

1.1. Workers Compensation and Employers Liability Insurance a. Required if City of Sonoma has employees as defined by the Labor Code of the State of California.
b. Workers Compensation insurance with statutory limits as required by the Labor Code of the State of California.
c. Employers’ Liability with minimum limits of $1,000,000 per Accident; $1,000,000 Disease per employee; $1,000,000 Disease per policy. d. Required Evidence of Insurance: Certificate of Insurance e. If City of Sonoma currently has no employees as defined by the Labor Code of the State of California, City of Sonoma agrees to obtain the abovespecified Workers’ Compensation and Employers’ Liability insurance should employees be engaged during the term of this Agreement or any extensions of the term.

1.2. General Liability Insurance
a. Commercial General Liability Insurance on a standard occurrence form, no less broad than Insurance Services Office (ISO) form CG 00 01. b. Minimum Limits: $1,000,000 per Occurrence; $2,000,000 General Aggregate; $2,000,000 Products/Completed Operations Aggregate. The required limits may be provided by a combination of General Liability Insurance and either Commercial Excess or Commercial Umbrella Liability Insurance. If City of Sonoma maintains higher limits than the specified minimum limits, Sonoma Water requires and shall be entitled to coverage for the higher limits maintained by City of Sonoma.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) C-2 c. Any deductible or self-insured retention shall be shown on the Certificate of Insurance. If the deductible or self-insured retention exceeds $25,000 it must be approved in advance by Sonoma Water. City of Sonoma is responsible for any deductible or self-insured retention and shall fund it upon Sonoma Water’s written request, regardless of whether City of Sonoma has a claim against the insurance or is named as a party in any action involving Sonoma Water.
d. Sonoma County Water Agency, the State of California, East Bay Municipal Utility District (EBMUD), Metropolitan Transportation Commission (MTC), Association of Bay Area Governments (ABAG), their officers, agents, and employees, shall be endorsed as additional insureds or additional covered parties for liability arising out of City of Sonoma’s ongoing operations. (ISO endorsement CG 20 26 or equivalent).
e. The insurance provided to the additional insureds/additional covered parties shall be primary to, and non-contributory with, any insurance or selfinsurance program maintained by them. f. The policy definition of “insured contract” shall include assumptions of liability arising out of both ongoing operations and the products-completed operations hazard (broad form contractual liability coverage including the “f” definition of insured contract in ISO form CG 00 01, or equivalent). g. The policy shall cover inter-insured suits between Sonoma Water and City of Sonoma and include a “separation of insureds” or “severability” clause which treats each insured separately.
h. Required Evidence of Insurance:
i. Copy of the additional insured endorsement or policy language granting additional insured status; and
ii. Certificate of Insurance.

1.3. Automobile Liability Insurance
a. Minimum Limit: $1,000,000 combined single limit per accident. The required limit may be satisfied by a combination of Automobile Liability Insurance and either Commercial Excess or Commercial Umbrella Liability Insurance. b. Insurance shall cover all owned vehicles if City of Sonoma owns vehicles. c. Insurance shall cover hired and non-owned vehicles.
d. Required Evidence of Insurance: Certificate of Insurance.

1.4. Standards for Insurance Companies
a. Insurers, other than the California State Compensation Insurance Fund, shall have an A.M. Best's rating of at least A:VII.

1.5. Documentation
a. The Certificate of Insurance must include the following reference: TW 20/21- 099.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) C-3 b. City of Sonoma shall submit required Evidence of Insurance prior to the execution of this Agreement. City of Sonoma agrees to maintain current Evidence of Insurance on file with Sonoma Water for the required period of insurance.
c. The name and address for mailing Additional Insured endorsements and Certificates of Insurance is: Sonoma County Water Agency, 404 Aviation Boulevard, Santa Rosa, CA 95403-9019.
d. Required Evidence of Insurance shall be submitted for any renewal or replacement of a policy that already exists, at least ten (10) days before expiration or other termination of the existing policy. e. City of Sonoma shall provide immediate written notice if: (1) any of the required insurance policies are terminated; (2) the limits of any of the required policies are reduced; or (3) the deductible or self-insured retention is increased.
f. Upon written request, certified copies of required insurance policies must be provided within thirty (30) days.

1.6. Policy Obligations
a. City of Sonoma’s indemnity and other obligations shall not be limited by the foregoing insurance requirements.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) D-1 Exhibit D
Grant Award Documents
[add PDF to final for signature; provide other party with PDF docs for review] Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) E-1 Exhibit E
Quarterly Reports
[Add PDF to final for signature]
Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) F-1 Exhibit F
Real Loss (Leakage) Component Analysis Overview
A real loss component analysis (RLCA) aims to summarize the rate of leakage quantified through an AWWA water audit in meaningful categories (components) that help identify optimum strategies to reduce loss. The financial value of recovered water can be balanced with the cost of recovery to highlight opportunities for leakage management.

To achieve the outcomes described above a component analysis should include the following:

1. Review current leakage management strategies to understand what data is available and to develop recommendations for refinement opportunities.

2. Analyze relevant data sources to model the components of real loss.

3. Estimate the potential to recover each component of loss to identify optimum real loss management strategies by balancing the cost of recovery with the value of savings.

4. Deliver final reports with recommendations for future loss recovery and data management activities.

The figure on the following page defines the three components of leakage, the data sources used to model each, and potential recovery strategies.

Agenda Item #4.3:

Agreement for Northern Sonoma County Water Conservation Program (Proposition 1 Round 1) F-2 Agenda Item #4.3:

City of Sonoma
Agenda Item Summary
Meeting: City Council - 05 Oct 2022
Department
Administration
Staff Contact
Rebekah Barr, MMC, City Clerk
Agenda Item Title
Adopt a Resolution Adding a Regular Council Meeting on December 14, 2022 Summary
On December 21, 2021, the Council adopted the 2022 Regular Meeting Calendar. As in the past, there was only one meeting scheduled in December due to the winter closures. This meeting is scheduled for December 7, 2022.

After an election, the Registrar of Voters (ROV) has 30 days to complete the certification of results - December 8, 2022. In a series of emails from Deva Proto, Sonoma County County Clerk-Recorder-Assessor-Registrar of Voters, the county City Clerks were informed that there are 33 local contests and 7 local propositions/measures on the November ballot. These numbers are average for Sonoma County; however, the increase comes in the number of different types of ballots - 166 (122 prior). Many of the cities in the County have transitioned to district elections, creating a need for multiple ballot types.

The ROV has said that the amount of time certification takes depends on all the factors involved and that they generally certify prior to the deadline, but she cannot guarantee any specific timeframe or dates.

The posting of the council meeting packet will be completed on December 2, 2022, this does not allow staff the ability to include the certification of the election on the December 7th agenda. Staff is asking that the City Council schedule a Regular Meeting of the City Council on Wednesday, December 14, 2022. If possible, this meeting will be kept to Consent items so that the proper focus can be on the election results and the ceremonial changing of the guard.

By taking this action rather than scheduling a Special Meeting, the City Council will not be limited in the actions they can take (i.e., adopt an Ordinance).

Recommended Council Action
Adopt the Resolution.

Alternative Actions
Council discretion.

Financial Impact
None
Agenda Item #4.4:

Environmental Review Status
Environmental Impact Report
Negative Declaration
Exempt
Not Applicable
Approved/Certified
No Action Required
Action Requested
Attachments
Meeting Schedule Reso
Agenda Item #4.4:

City of Sonoma
RESOLUTION # ____ - 2022

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SONOMA SCHEDULING A REGULAR COUNCIL MEETING ON DECEMBER 14, 2022
WHEREAS, Section 2.01.010 of the Sonoma Municipal Code requires the City Council to establish, by resolution, the date and time of regular Council meetings; and WHEREAS, the City Council adopted their 2022 Meeting Calendar on December 15, 2021, and there was only one meeting scheduled for December; and
WHEREAS, in order to certify the results of the General Municipal Election being held on November 8, 2022, there is a need for an additional regular meeting in December.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Sonoma that there is a Regular City Council Meeting scheduled for December 14, 2022.

PASSED, APPROVED AND ADOPTED this 5h day of October 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Jack Ding, Mayor
ATTEST:
______________________________
Rebekah Barr, MMC, City Clerk
Agenda Item #4.4:

City of Sonoma
Agenda Item Summary
Meeting: City Council - 05 Oct 2022
Department
Administration
Staff Contact
Lisa Janson, Senior Management Analyst
Agenda Item Title
Adopt a Resolution Approving Sonoma Valley High School for Temporary Use of City Streets on October 14, 2022 to Conduct the Annual Homecoming Parade and Permission to Up-light City Hall From October 10, 2022 Thru October 17, 2022 With Green Flood Lights Summary
Special event permit applications that include requests for the closure of City streets in conjunction with the event must obtain City Council approval of the related street closure. The Sonoma Valley High School has scheduled their annual homecoming parade for October 14, 2022 between the hours of 1:15 p.m. and 1:45 p.m. Because the event involves use of SR 12, the applicant must also obtain permission and an encroachment permit from Caltrans. The parade route will begin on Broadway (State Route 12) at the High School and end in the horseshoe of the Plaza. Details of the requested street closures are specified in the application. This is a recurring Plaza event, prior year street use applications have been approved by Council, and the event has occurred in the Plaza without issue or controversy.

The second request is to grant Sonoma Valley High School permission to light City Hall with green lighting in the evenings starting on October 10, 2022 thru October 17, 2022. The High School has purchased the flood lights and the Public Works Department installed and deinstalled the lights the last four years without issue. The City would incur the electrical cost to power the lights over the 7-day period.

The event and street use fee waivers were included in the Community Recreation and Community Service Program resolution 31-2022 which was adopted on June 1, 2022.

Recommended Council Action
Adopt the resolution approving the use of city streets and recommending Caltrans approval subject to the following conditions:

1.Sonoma Valley High School must obtain an appropriate Permit from the State of California Divisions of Highways;

2.Sonoma Valley High School must submit, to the City, an insurance certificate in compliance with the City of Sonoma Facility Use Insurance Requirements prior to the event;

3.Sonoma Valley High School must meet with the Police Chief, Public Works Parks Supervisor and Street Supervisor at least two weeks prior to the event to finalize traffic plans and submit a written request for special barricading;
Agenda Item #4.5:

4.Sonoma Valley High School must provide adequate supervision of the event to ensure that the Plaza is left in its pre-event condition and that all Plaza Use conditions and restrictions are adhered to.

Allow the Sonoma Valley High School to up light City Hall for 7-days with green flood lights.

Alternative Actions
City Council's discretion.

Financial Impact
Environmental Review Status
Environmental Impact Report
Negative Declaration
Exempt
Not Applicable
Approved/Certified
No Action Required
Action Requested
Attachments
Street Use Application_ SVHS Homecoming
Alignment with Council Goals:

Compliance with Climate Action 2020 Target Goals:

CC:

Tammy Rivara, Sonoma Valley High School, Leadership Teacher Agenda Item #4.5:

City of Sonoma
No. 1 The Plaza
Sonoma CA 95476

PERMITAPPLICATION

FOR USE OF CITYSTREETS
Revised1/20/‘i7
Application Fee: $587.00
(Encro 100—O0000-000-80208)
Note:Events utilizingany portion of Highway12must also obtainpermission fromOaiirans, District4, 111Grand Avenue,Oakland94612, (510) 2864404. - NameofApplicant: Tammy Rivara Nameof Sponsoring Organization: Sonoma ValleyHighSchool Address: 20000 Broadway,Sonoma, CA95476
(707)225~2508 Oe"_(707)225~-2508I trivara@sonomaschoolsorg Telephone Numbers: Day: Email Nameof Event: Sonoma ValleyHighSchoolHomecomingParade
Type of Event —~ MarkAppropriate Box
Run orWalk Rallyor Assembly Parade
Other
Date(s) of Event: October14'2,022
StreetClosure(s) Requested:

RI ht Lane of - . ,
A g
between Newcowb St and East Napa St’ trom1'15pm am/pmtofi-459711 am/pm going northi .

W,___,___,W_ between and from am/pm to am/pm
between_ and from amipm to am/pm
Complete Descriptionof Event.Usingadditionalsheets ifnecessary, describethe number of participants; durationof the event;the number, type, size and materialof all entriesincludingany floatsorbanners; the numberandtype of animalsand a plan forcleaning up after them; any seating being provided;and Judges Tables. Attacha map of the route to be used and indicatingthe locationofthe staging area, announcersstand, barricade placement, vendors, banners, signs and booths, etc:

Fr- Thisis Sonoma ValleyHighschools annualHomecomingParadewhichbegins at the high school(20000Broadway)andends stthe PlazaHorseshoe.Theparade starts at 1:15pm,haslargefloats/fiatbsdo,cars withHomecomingcandidates,manystudentswalkingalongthe ?oats as wellas the bandandcheerleadersmarching. 500 inparade
EstimatedDailyAttendance:
ifa SoundAmplification is be used, describethe type, location,purpose and hoursof use:

DJ andspeaker system on?oats thatare on ?atbed trailers.Thesewillonly playforthe duration of the parade. '
Agenda Item #4.5:

City of Sonoma Permit ApplicationFor Use of City Streets / Page 2
General Conditions of Approval:

Applicantis responsible for obtaining permission from Caltrans for use of any portion of Highway12. Allfacilities placed upon a City street are subject to continuing safety approval and inspection by the appropriate City departments. A clear path of a minimumwidthof 20 feet through the length of the portion of roadway being used must be maintainedfor emergency vehicle access. Obstructions shall not be placed along the curb or the roadway within10 feet of any fire hydrant. Allfacilitiesused forthe event shall be removedfrom City streets immediatelyafter the close of the event. Allcosts for barrlcading,traffic control, street sweeping and clean up shall be borne by the applicant. Applicantwillbe requiredto submit a deposit equal to the amount estimatedby the Cityforservices performed by Citypersonnel in relationto the event. The deposit is due no later than two weeks before the iirst clay of the event. ifactual costsexceed the amount ofthe deposit, applicantwillbe required to pay the difference. if actual costs are less than the deposit, the excess willbe returned to applicant or applied to any other fees or charges owed to the City. Applicantmust provide a certificateof insurance and a policyendorsement namingthe Cityof Sonoma as additionalinsured as described in the Cityof Sonoma FacilityUse insurance Requirements. ****~k
i do hereby acknowledge and affirm thatall information contained herein is accurate to the best of my knowledge and agree to assumefull responsibility and liability for and indemnify, and suits for or by reason of injury to any person or damages to any property of the parties hereto or of the third persons for any and all cause or causes whatsoever on in any way connected with the holding of said event or any act or omission or thing in any manner related to said event and its operation irrespective of negligence, actual or claimed, upon the part of the City, its agents or employees.
" 9/'l9/2022 \cQQ,_/ir’t»t.,.I/i»’i..rLr )[zLu..——
Applicant’s Sig ur Date
For City Use Only
POLICE DEPARTMENTRECOMMENDATION: }}Approve
Amount of Deposit Required: $
COMMENTS:

Authorized Signature Date
PUBLlCWORKS DEPARTMENTRECOMMENDATION: Approve Deny
Amountof Deposit Required: $
COMMENTS:

Authorized Signature Date
Date Approved by CSEC:

Date Approved by CityCouncil:

Agenda Item #4.5:

Agenda Item #4.5:

City of Sonoma
Agenda Item Summary
Meeting: City Council - 05 Oct 2022
Department
Planning and Community Services
Staff Contact
David A. Storer, AICP, Director
Agenda Item Title
Discuss, Consider and Possibly Provide direction to Staff Regarding the Recently Approved Municipal Services Report (MSR) Prepared by the Sonoma County Local Agency Formation Commission (LAFCo) for the City of Sonoma.

Summary
On September 7, 2022, the Sonoma County Local Agency Formation Commission (LAFCo) adopted Resolution No. 2757 approving the Municipal Services Report (MSR) for the City of Sonoma. (See attached) The California Association of Local Agency Formation Commissions (CALAFCO) states on its website that “Municipal Service Reviews (MSR) were added to LAFCo's mandate with the passage of the Cortese Knox Hertzberg (CKH) Act in 2000. A service review is a comprehensive study designed to better inform LAFCo, local agencies, and the community about the provision of municipal services. Service reviews attempt to capture and analyze information about the governance structures and efficiencies of service providers, and to identify opportunities for greater coordination and cooperation between providers. The service review is a prerequisite to a sphere of influence determination and may also lead a LAFCo to take other actions under its authority.” The City of Sonoma last had a MSR approved by LAFCo in 2006. The newly adopted MSR contains 43 “Determinations” and 4 “Recommendations”.

1. The four recommendations are found in Section 11 titled “Recommendations” and Section 12 titled “Summary of Determinations”:

Section 11.1 The city is encouraged to continue discussions with the County, community and other local public agencies to consider improvements to the effectiveness and efficiency of providing municipal services in the Sonoma Valley region. There may be a possibility in the future of expansion of city boundaries through Sphere of Influence amendments and subsequent annexations to include areas in the Valley that are largely developed an urbanized.

2. Section 11.2 The city should review its intentions regarding the potential annexation of two park areas (Maxwell Farms and Montini Preserve) which would inform amendments to the City’s Sphere of Influence.

3. Section 11.3 The City should consider directly supporting appropriate annexations in the Denmark Street, Four Corners, and Harrington Road areas. Potential actions could include annexation proposals made directly by the City, preparation of a specific area plan, and subsequent annexation of the Four Corners area.

4. Section 11.4 The city should engage in discussions with the owners of Train Town which constitutes an unincorporated island wholly surrounded by the City, seeking agreement to annex the island. The city could request the annexation under the island annexation provisions in Cortese-Knox-Herzberg in tandem with the Master Property Tax Exchange Agreement in place in Sonoma County, to cause the annexation absent property owner support.

Agenda Item #6.1:

Staff will provide an oral report at the meeting regarding the four above referenced recommendations.

Recommended Council Action
Provide comments to staff and request that the Planning Commission review the newly adopted MSR and provide its comments on the recommendation’s contained within the MSR to the City Council at a date to be determined.

Alternative Actions

1. Provide no direction to staff and continue the item to the New year; or

2. Provide direction to return at a later date in the New Year without input from the Planning Commission
Financial Impact
There are no financial impacts to the city in reviewing of the MSR other than allocated staff time.

Environmental Review Status
Environmental Impact Report
Negative Declaration
Exempt
Not Applicable
Approved/Certified
No Action Required
Action Requested
Attachments
1_LAFCO Resolution No. 2757
2_MSR dated August 3, 2022
Alignment with Council Goals:

Not Applicable
Compliance with Climate Action 2020 Target Goals:

CC:

Not Applicable
Agenda Item #6.1:

Resolution 2757
111 Santa Rosa Ave. Ste. 240
Santa Rosa, CA 95404
September 7, 2022
Resolution of the Local Agency Formation Commission of the County of Sonoma, State of California, Making Findings and Determinations Related to Information Contained in the Municipal Service Review for the City of Sonoma, Determining Exemption from the California Environmental Quality Act, and Adopting the Determinations of the Municipal Service Review.

1. RESOLVED, that the Local Agency Formation Commission of the County of Sonoma (“the Commission") hereby finds and determines as follows :

Procedural History

1.The City of Sonoma (“the Subject Agency”) requested that the Commission prepare a Municipal Service Review (“MSR”)of the City pursuant to the Cortese-Knox—HertzbergLocal Government Reorganization Act of 2000, Government Code section 56000 et seq. (“the Cortese-Knox—HertzbergAct”). .The Executive Officer considered the request and prepared, using consultant services, a municipal service review (“the MSR”).
. The Executive Officer determined that the Commission would comply with California Environmental Quality Act (“CEQA")and the State CEQA Guidelines by acting as the lead agency in its consideration of the MSR. The Executive Of?cer further determined that the MSR is exempt pursuant to State CEQA Guidelines Sections 15306 and 15061(b)(3).
. Following the preparation of the MSR, the Executive Of?cer set the matter for consideration by the Commission and provided notice thereof as provided in the Cortese-Knox—HertzbergAct.
.The Executive Officer considered written comments received on the MSR and prepared a staff report (“the Executive Officer's Report") which included a recommendation for the MSR. The Executive Officer furnished copies of the Executive Officer’s Report to all persons entitled to copies under the CorteseKnox-Hertzberg Act. .The Commission conducted a noticed public hearing to consider the MSR/SOI Study and Sphere of Influence Amendments on July 6 and September 7, 2022. At the hearing, the Commission heard and received all relevant oral and Agenda Item #6.1:

written testimony and evidence presented or filed and considered the Executive Officers Report and the MSR. Allinterested persons were given the opportunity to hear and be heard. At the conclusion of public testimony, the Commission closed the public hearing and adopted the determinations in the MSR.

7. The Commission has reviewed and considered this resolution and hereby finds that it accurately sets forth the intentions of the Commission regarding the determinations of the MSR.

2. CEQA Compliance

2.1 The Commission concurs with the Executive Officer and finds that the Commission is the lead agency for the preparation of the MSR pursuant to CEQA and the state CEQA Guidelines.

2.2 The Commission finds and determines that preparation of a Municipal Service Review consists largely of the collection of data and research through reports and/or interviews with those knowledgeable about the Agency studied, resulting in conclusions and recommendations. When such activities “do not result in a serious or major disturbance to an environmental resource,” pursuant to Section 15306 of the State CEQA Guidelines, is exempt from CEQA.

2.3 The Commission finds and determines that confirming the Sphere of Influence of the Subject Agency is exempt from CEQA pursuant to Section 15061 (b)(3) of the State CEQA Guidelines, which states that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is not a possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

2.3 Confirmation of the Sphere of Influence of the Subject Agency willnot result in a physical change to the environment in and of itself. Any future actions for change of organization would be further subject to separate environmental determination.

2.3 The Commission has considered the potential environmental effects of the MSR prior to reaching its decision. The Commission finds that, in doing so, it has fully discharged its responsibilities under CEQA.

3. Cortese-Knox-Hertzberg Act Compliance — Municipal Service Review

3.1 The Cortese-Knox-Hertzberg Act directs LAFCOs to review and update Agency Spheres of influence, as necessary, every five years and further to conduct municipal service reviews prior to, or in conjunction with such updates. With regard to the Agency’s Request, the Commission makes the following determinations:

Res No 2757 2 September 7, 2022
Agenda Item #6.1:

3.2 Growth and Population Projections for the Affected Area

3.2.1 Demographic data shows Sonoma with an aging population. It is estimated that by 2023 the 65 and over population willrepresent 33.4% of the City’s population.

3.2.2 Vacancy rates in Sonoma are comparatively high compared to elsewhere in the county and the state, exacerbating a housing availability imbalance.

Between 2014 and 2017 they doubled from 6% to 12%.

3.2.3 The population of the City of Sonoma on January 1, 2021 was estimated as 10,924. It is the second year in a row that Sonoma’s population has declined. Between 2019 and 2020 the City lost 114 people. Never—the-less population trends indicate a slight increase in population. The population is expected to grow at an average rate of 0.4% per year through 2045 when the estimated population would be around 13,000. Based on this information the population is expected to range between 11,000 and 13,000.

3.3 The location and characteristics of any disadvantaged unincorporated communities within or contiguous to the sphere of in?uence.

3.3.1 Disadvantaged Unincorporated Communities (DUCs) are defined as inhabited unincorporated areas whose median household income is less than 80% of the statewide median household income (MHl). For 2018 that ?gure is $56,982. The Department of Water Resources mapping tool identified two areas that fell below 80% of the statewide MHI. One area is within city limitsso is not a DUC by definition. The other area is within the northwest portion of the City’s Sphere Of In?uence. It already receives city water and sewer services. Fire protection is provided by the Sonoma Valley Fire District.

3.4 Present and Planned Capacity of Public Facilities and Adequacy of Public Services Including Infrastructure Needs or De?ciencies.

Water

3.4.1 The City operates and maintains 4,404 water service connectionslmeters, 1,437 valves, 476 fire hydrants, six water tanks, eight wells, two booster pump stations, and 58 miles of underground water main pipes.

3.4.2 The City receives most of its water from Sonoma County Water Agency (SCWA). The City's wells contribute approximately 9% of the total demand.

3.4.3 In 2020 total demand was 2,174 AFY. In the next 25 years demand is expected to grow to 2,283 AFY, which represents an increase of 5%.

3.4.4 Future year water supply and demand estimates for normal year single dry year and multiple dry years shows an excess of supply over demand.

Res No 2757 3 September 7, 2022
Agenda Item #6.1:

3.4.5 The City plans to begin using 55 AFYrecycled water for some of its non-potable demands by 2025.

Wastewater

3.4.6 The Sonoma Valley County Sanitation District(SVCSD) provides wastewater collection, treatment, disposal, and water recycling services for the City's service area. The SVCSD has a treatment plant on Eighth Street East. Current permitted capacity is 3 MGD which is greater than the current average dry-weather flow of 2.7 MGD.

Cemeteries

3.4.7 The City operates and maintains three cemeteries, Mountain Cemetery, Valley Cemetery and Veterans Cemetery. The Veteran's cemetery is reserved for veterans only.

3.4.8 Allthe cemeteries are at capacity. Only one burial site is available in the Valley Cemetery, however in ground cremains placement is available in the Mountain and Valley Cemeteries. In addition, there are full crypt burial sites available in Mausoleum #11 in Mountain Cemetery.

Public Works

3.4.9 The Public Works Department operates, maintains, and upgrades the City of Sonoma’s water and transportation systems, parks, and cemeteries. Public Works has three divisions: Parks, Cemeteries & Facilities; Streets; and Water. The Streets Division maintains the City’sstreets, bridges, sidewalks, and right-of-way. The Streets Division maintains 33.8 miles of streets, 11 bridges, 40 miles of storm drainage piping, 3 miles of roadside ditches, and 485 catch basins.

3.4.10 The Department routinely surveysthe condition of its streets to determine maintenance requirements. There are three classes of streets in Sonoma, arterial, collector, and residential. The condition is rated by a Pavement Condition Index (PCI). The PCI for arterials averages 74, for collectors 76, and residential 70. The total system average is 72. A PCl of 70 to 90 is considered very good.

3.4.11 Public works is also responsible for maintaining the storm drain system. Storm water collected in the storm drain system is discharged untreated into Nathanson Creek, Sonoma Creek, or Fryer Creek.

Law Enforcement

3.4.12 The City has a long-standing contract for law enforcement services with the Sonoma County Sheriffs Office. The contract allows administrative and managerial functions to be handled by the Sheriff's main office in Santa Rosa. The Police Department has a staff of 16 employees, translating to 1.1 sworn officers per Res No 2757 4 September 7, 2022
Agenda Item #6.1:

thousand population, which is generally considered good for a community the size of Sonoma. The contract arrangement allows the City to determine the level of service that is desired. Capacity is limited by what the City determines it needs and resources available in the budget.

3.4.13 In FY 2019-20 the Sheriffs department responded to 10,854 calls for service in the City of Sonoma. That lead to 447 arrests. The City does not have a jail. The Sheriff's Office operates two in the vicinityof Santa Rosa.

Fire and Emergency Medical Services

3.4.14 The City contracts for fire protection service with Valley of the Moon Fire Protection District (VMFPD), which is now the Sonoma Valley Fire District. The City formed the Sonoma Valley Fire and Rescue Authority to share expenses with VMFPD.

Although the VMFPDrecently consolidated to form the Sonoma Valley Fire Districtthe contract with the City remains intact.

3.4.15 The SVFD Station 1 is in the City of Sonoma. Itoperates three engines, a ladder truck, an ambulance, and a command vehicle out of the station.

Station 1 also handles administration, features livingquarters and a vehicle maintenance and repair building.

3.4.16 The Fire District responded to an average of 1961 calls per year over the last five years, with the highest call volume of 2242 in 2019. The range indicates the department has the capacity to handle at least 2200 calls per year. Two thirds of the calls are for emergency medical services. Response time goal has been set at 7 minutes. The City department has an ISO rating of 1, the highest rating possible.

Parks and Recreation

3.4.17 The City owns and operates 17 parks and partners with several non-profits and other agencies for maintenance.

3.4.18 The City does not provide recreational activities itself but partners with and ?nancially supports activities of several non-profits at its facilities.

3.4.19 Through its partnerships and sponsorships the City is able to tailor park and recreation activities to the needs of its residents and has the capacity to expand or reduce services as needed.

3.5 Financial Abilityof Agencies to Provide Services.

3.5.1 In FY 21/22the City Council allocated a budget of $21.7 million.

The City's economy depends on tourism, so the major revenue sources are sales tax, 20%, and transit occupancy tax, 24%. Property tax adds another 19% of the revenues.

Nearly 60% of expenses are allocated for law enforcement and fire protection.

Res No 2757 5 September 7, 2022
Agenda Item #6.1:

3.5.2 The City also operates two enterprise funds, water and cemeteries, whose main source of revenue is charges. The City provides potable water to some 4,400 connections. The water fund revenues average nearly $6 million. The City operates and maintains three cemeteries. The FY 21/22 budget estimates Cemetery Fund revenues as $371,000 and expenses as $354,000.

3.5.3 In 2018 the City conducted a water rate study and determined the need to raise rates over a five—yearperiod to cover anticipated cost increases in purchased water. Residential rates depend on the size of the meter along with a usage fee. The current rate for a residential meter is $30.46 base rate plus the usage fee based on consumption of 1000 gallons per month.

3.5.4 The City has adopted a five—yearcapital improvement plan, extending from FY 21/22 to FY 25/26. The plan identifies 22 projects at a cost of $19.5 million.

3.5.5 The City maintains reserves that are used to address shortfalls in operating expenses. The City has established policies to maintain reserves. Current reserves are approximately $7.3 million.

3.5.6 The City has one outstanding long-term debt. In 2007 the City was awarded $1,156,000 to finance a solar paneling project at four different municipal facilities withinthe City limits. Their share, in the form of a bond, requires payments of $41,749 due on December 15 of each year, with the final installment due on December 15, 2024.

3.5.7 Sonoma addressed a portion of its employee pension obligations through the issuance of a bond. The bond allowed the City to cover its pension obligations at a lower interest rate. The bond required an annual payment of approximately $400,000. Itwas paid off in FY 20/21.

3.5.8 The City of Sonoma is the successor agency of the former Sonoma Community Development Agency, the Sonoma redevelopment agency.

3.6 Status of and Opportunities for Shared Facilities.

3.6.1 The Cityworks cooperatively with a number of agencies to provide services. The City contracts out for law enforcement, fire protection, wastewater services, and the city attorney. The City works cooperatively with the Chamber of Commerce and the SWB. Although the City owns and operates parks within its jurisdictional boundaries, the City contracts for recreation programs and community activities.

3.6.2 Management efficiencies contribute to cost reduction and more efficient service delivery. Management efficiencies can be measured through planning activities. The City has its General Plan, Water Master Plan, Urban Water Management Res No 2757 6 September 7, 2022
Agenda Item #6.1:

Plan, and Emergency Operations Plan. In addition, the City adopts an annual spending plan, the budget, supported by a five-year financial plan.

3.7 Accountability for Community Service Needs, Including Government Structure and Operational Ef?ciencies.

3.7.1 The City is a general law city governed by a ?ve—member city council elected to four-year staggered terms. City Council members are eligible for a stipend of $300 per month and healthcare for themselves and their dependents.

3.7.2 The City Council meets on the first and third Wednesday of each month at 6:00 p.m. in council chambers. Meetings are noticed and held according to the Brown Act.

3.7.3 The City encourages resident involvement on a number of city committees and commissions as well as regional committees and commissions.

3.7.4 The City communicates with its residents via its weekly enewsletter “About Town”. It also encourages residents to subscribe to electronic agendas and minutes of the Council as well as its committees and commissions.

3.7.5 The City is staffed by 41 full time employees and some part time employees. It provides many key services through contracts. The City contracts for law enforcement, fire, economic development, wastewater, solid waste collection, the City Attorney, code enforcement, and recreational services.

3.8 Matters Related to Effective or Efficient Service Delivery, as Required by Commission Policy.

3.8.1 Expansion of the City is limited by the voter-approved Urban Growth Boundary ordinance. Sonoma LAFCO policy generally sets City spheres as coterminous with UGBs.

3.8.2 The City of Sonoma has a number of areas that are currently within the sphere and the UGB that have yet to be annexed to the City. These include two parks; several areas that are substantially developed with suburban/rural residential development; a large, developed unincorporated island; and one area with larger parcels suitable for new development (at the City’ssouthern gateway). Should the City choose to annex them, Commission policies regarding annexations would apply.

LAFCO sphere policies would apply to areas in the sphere that are not likelyto be served.

3.8.3 Out of area service policies apply to the area outside the eastern boundary of the City that receives water service from the City.

3.8.4 There are several areas that are eligible for annexation within the existing SOI/UGB boundaries. These include two parks; several areas that are substantially developed with suburban/rural residential development; a large, developed Res No 2757 7 September 7, 2022
Agenda Item #6.1:

unincorporated island; and one area with larger parcels suitable for new development (at the City's southern gateway).

3.9 Sphere of In?uence Factors

3.9.1 The Sphere of Influence ofthe City, which is coterminous with the City's Urban Growth Boundary, is not recommended for amendment at this time.

3.10 Recommendations

3.10.1 The City is encouraged to continue discussions with the County, community, and other local public agencies to consider improvements to the effectiveness and ef?ciency of providing municipal services in the Sonoma Valley region. There may be a possibility in the future of expansion of City boundaries through Sphere of Influence amendments and subsequent annexations to include areas in the Valley that are largely developed and urbanized.

3.10.2 The City should review its position regarding the potential annexation of two park areas (Maxwell Farms and MontiniPreserve), which would inform amendments to the City’s Sphere of Influence.

3.10.3 The City should consider directly supporting appropriate annexations in the Denmark Street, Four Corners, and Harrington Drive areas. Potential actions could include annexation proposals made directly by the City, and preparation of a specific area plan, and subsequent annexation of the Four Corners area.

3.10.4 The City should engage in discussions with the owners of Train Town, which constitutes an unincorporated island wholly surrounded by the City, seeking agreement to annex the island. The City could request the annexation under the island annexation provisions in Cortes- Knox-Hertzberg, in tandem with the Master Property Tax Exchange Agreement in place in Sonoma County, to cause the annexation absent property owner support.

4.0 Cortese-Knox-Hertzberg Act Compliance — Sphere of Influence The Commission is confirming the City of Sonoma’s existing sphere of influence.

NOW, THEREFORE, based on the foregoing ?ndings and determinations and the record of these proceedings, and pursuant to the Cortese~Knox-HertzbergAct, the Commission hereby declares and orders as follows:

1. The foregoing findings and determinations are true and correct, are supported by substantial evidence in the record, and are adopted as hereinabove set forth.

2. The Commission has reviewed and considered the information contained in the final MSR for the City of Sonoma.

Res No 2757 8 September 7, 2022
Agenda Item #6.1:

3. The Commission adopts the determinations made in the MSR.

The Clerk of the Commission is designated as the custodian of the documents and other materials that constitute the record of the proceedings upon which the Commission’s decision herein is based. These documents may be found at the office of the Clerk of the Commission, 111 Santa Rosa Ave., Ste. 240, Santa Rosa, CA, 95404.

THE FOREGOING RESOLUTION was introduced at a regular meeting of the Commission on the 7th day of September 2022 and ordered adopted by the following vote:

Commissioners:

AYES: 6 Stafford, Landman, Kapolchok, Gorin, Hemmendinger, Holmer NOES: 0
ABSENT: 0
WHEREUPON, the Chair declared the foregoing resolution adopted and %% so ORDERED.

Mark Bram?tt, Executive V?cer
The within instrument is a true and correct copy of the original on file in this office.

ATTEST:

BY: Z/U
Cler
Res No 2757 9 September 7 2022
Agenda Item #6.1:

Municipal Service Review
City of Sonoma
Sonoma LAFCO
August 3, 2022
E Mulberg & Associates
P.O. Box 582931
Elk Grove, CA, 95758
916.217.8393
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Table of Contents 1 Table of Contents
Acronyms................................................................................................................................ 5

1.Introduction ......................................................................................................................... 1

1.1.Purpose of the Municipal Service Review.............................................................................. 2

1.2.Sphere of Influence ........................................................................................................... 2

1.3.California Environmental Quality Act (CEQA)......................................................................... 4

1.4.Uses of the Municipal Service Review .................................................................................. 4

1.5.City Profile ....................................................................................................................... 5

2.Executive Summary .............................................................................................................. 1

2.1.Role and Responsibility of LAFCO ........................................................................................ 1

2.2.City Profile ....................................................................................................................... 2

2.3.Population Projections....................................................................................................... 3

2.4.Disadvantaged Unincorporated Communities....................................................................... 3

2.5.Present and Planned Capacity of Public Facilities................................................................... 3

2.6.Financial Ability of Agencies to Provide Service...................................................................... 5

2.7.Status of and Opportunities for Shared Facilities.................................................................... 6

2.8.Accountability, Government Structure, and Operational Efficiencies......................................... 6

2.9.Matters Related to Effective or Efficient Service Delivery Required by Commission Policy............ 7

2.10.Sphere of Influence Considerations.................................................................................... 7

2.11.Recommendations.......................................................................................................... 8

3.Population Projections.......................................................................................................... 1

4.Disadvantaged Unincorporated Communities........................................................................ 1

5.Present and Planned Capacity of Public Facilities................................................................... 3

5.1.Water Facilities................................................................................................................. 4

5.1.1.Water Demand........................................................................................................... 4

5.1.2.Water Supply............................................................................................................. 6

5.1.3.Recycled Water.......................................................................................................... 7

5.1.4.Water Demand and Supply Assessment.......................................................................... 7

5.1.1.Groundwater Sustainability .......................................................................................... 8

5.2.Wastewater..................................................................................................................... 9 Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Table of Contents 2 5.3.Cemeteries.....................................................................................................................10

5.4.Public Works – Street Maintenance and Storm Drainage........................................................11

5.5.Law Enforcement.............................................................................................................13

5.6.Fire and Emergency Medical Services..................................................................................15

5.7.Parks and Recreation........................................................................................................18

6.FINANCIAL Ability to Provide SerVice..................................................................................... 1

6.1.General Fund.................................................................................................................... 1

6.2.Enterprise Funds............................................................................................................... 3

6.2.1.Water Fund................................................................................................................ 4

6.2.2.Cemetery Fund ......................................................................................................... 5

6.3.Capital Improvement Plans (CIP)......................................................................................... 6

6.4.Long-Term Liabilities – Employee Retirement Benefits............................................................ 9

6.5.Reserves.......................................................................................................................... 9

6.5.1.General Fund Reserves................................................................................................ 9

6.5.2.Water Utility Fund Reserves........................................................................................10

6.6.Debt Service....................................................................................................................11

6.7.Redevelopment Agency ....................................................................................................11

6.8.COVID-19 Impacts............................................................................................................11

7.Status of and Opportunities forshared facilities .................................................................... 1

7.1.Management Efficiencies................................................................................................... 1

8.Accountability for Community Service Needs, including Government Structure and Operational Efficiencies......................................................................................................... 1

9.Matters Related to Effective/Efficient Service Delivery, as Required by Commission Policy ..... 1

10.Sphere of Influence Considerations..................................................................................... 1

11.Recommendations.............................................................................................................. 1

12.Summary of Determinations ............................................................................................... 1

12.1.Municipal Service Review Factors...................................................................................... 1

12.2.Sphere of Influence Factors .............................................................................................. 6

12.3.Recommendations.......................................................................................................... 6

13.References......................................................................................................................... 1 Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Table of Contents 3 List of Tables
Table 31: Population Estimates 2020 to 2045 ....................................................................... 3-2 Table 51: Sonoma Service Providers..................................................................................... 5-3 Table 52: Distribution of Accounts by Customer Category 2015-2019.................................... 5-4 Table 53: Current and Projected Water Demand 2020-2045 (AFY) ........................................ 5-6 Table 54: Potable Water Supply 2016-2020 .......................................................................... 5-7 Table 55: Future Water Supply/Demand Normal Year, Single Dry Year, Multiple Dry Years .... 5-8 Table 56: Sonoma Cemeteries Available Inventory as of October 2021.................................5-10 Table 57: Typical Maintenance Treatments to Reach a PCI of 90 ..........................................5-11 Table 58: PCI for Sonoma’s Streets by Functional Class ........................................................5-12 Table 59: Service Area and Population of SVFRA..................................................................5-15 Table 510: Calls forservice 2016-2020.................................................................................5-16 Table 511: Recreation Services Programs and Service Providers...........................................5-18 Table 61: Single Family Water Rates– Monthly Service Charges............................................. 6-4 Table 62: Single Family Water Rates– Water Consumption Rates($/kgal) .............................. 6-4 Table 63: Summary of FY 21/22 to – FY 25/26 Capital Improvement Projects. ....................... 6-6 Table 64: Summary of Capital Improvement Funding Sources............................................... 6-7 Table 81: Commission and Committees of the City of Sonoma .............................................. 8-2 List of Exhibits
Exhibit 11: City of Sonoma Boundary Map ............................................................................ 1-3 Exhibit 41: DUCs in the Vicinity of Sonoma ........................................................................... 4-2 Exhibit 51: City of Sonoma Water System............................................................................. 5-5 Exhibit 52: 2020 Incidents by Alarm Type ............................................................................5-16 Exhibit 61: Average Revenue Sources General Fund FY 15-FY 19 ........................................... 6-2 Exhibit 62: Average Expenditure Allocation FY 15-FY 19 ........................................................ 6-2 Exhibit 63: Revenues and Expenses Water Fund FY 17-FY 22................................................. 6-3 Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Table of Contents 4 Exhibit 64: Cemetery Fund Revenues and Expenses FY 17-FY22 ............................................ 6-5 Exhibit 81: City of Sonoma Organizational Chart ................................................................... 8-4 Exhibit 101: Sphere of Influence Land Use Designations......................................................10-2 Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Acronyms
5 ACRONYMS
ABAG Association of Bay Area Governments
AC asbestos-cement
ADA Americans with Disabilities Act
ADWF average dry weatherflow
AFY acre feetper year
ALS advanced life support
CalPERS California Public Employees Retirement System
CFAC Cultural & Fine Arts Commission
CKH Cortese-Knox-Hertzberg Local GovernmentReorganization Act of 2000 CIP capital improvement project
CREB Clean Renewable Energy Bonds
DUC Disadvantaged Unincorporated Community
DWR CA Department of Water Resources
EOP Emergency Operations Plan
ESD equivalent single-family dwelling unit
FISH Friends in Sonoma Helping
FTE full-time equivalent employees
FY fiscal year
GPM gallons per minute
IRS Internal Revenue Service
ISO International Standards Organization
JPA Joint Exercise of Powers Agreement
MGD million gallons per day
MG million gallons
MHI Median Household Income
MOE Maintenance of Effort
PCI PavementCondition Index
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Acronyms
6 PG&E Pacific Gas and Electric
POB Pension Obligation Bond
RDA Sonoma Community DevelopmentAgency
SCOPE Sonoma Citizens Organized to Prepare for Emergencies SCWA Sonoma County Water Agency
SOI Sphere of Influence
SUAS small unmanned aircraft system
SVCSD Sonoma Valley County Sanitation District
SVFD Sonoma Valley Fire District
SVFRA Sonoma Valley Fire and Rescue Authority
SVGSA Sonoma Valley Groundwater Sustainability Agency
SVHS Sonoma Valley High School
SVVB Sonoma Valley Visitor's Bureau
TOT Transient Occupancy Tax
UGB Urban Growth Boundary
UWMP Urban Water Management Plan
VIPS Volunteerin Policing Services
VMFPD Valley of the Moon Fire Protection District
VMWD Valley of the Moon Water District
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Introduction 1 1.INTRODUCTION
The fundamentalrole of a Local Agency Formation Commission (LAFCO) is to implement the Cortese-Knox-Hertzberg (CKH) Local GovernmentReorganization Act of 2000 (Government Code Section 56000, et seq.), providing for the logical, efficient, and most appropriate formation of local municipalities, service areas, and special districts. The CKH requires all LAFCOs, including Sonoma County LAFCO, to conduct a Municipal Service Review (MSR).

According to CKH the LAFCO Commission must make a determination for each of the following seven elements:

Growth and Population Projections for the Affected Area. This section reviews projected growth within the existing service boundaries of the City and analyzes the City’s plans to accommodate future growth.

The location and characteristics of any disadvantaged unincorporated communities within or contiguous to the sphere of influence. A disadvantaged community is defined as one with a median household income of 80 percent or less of the statewide median income.

Present and Planned Capacity of Public Facilities and Adequacy of Public Services Including Infrastructure Needs or Deficiencies. This section discussesthe services provided including the quality and the ability of the City to provide those services, will include a discussion of capital improvement projects currently underway, and projects planned for the future where applicable.

Financial Abilityof Agenciesto Provide Services. This section reviewsthe City’s fiscal data and rate structure to determine viability and ability to meet service demands. It also addresses funding for capital improvement projects.

Status of and Opportunities for Shared Facilities. This section examines efficiencies in service delivery that could include sharing facilities with other agencies to reduce costs by avoiding duplication.

Accountability for Community Service Needs, Including Government Structure and Operational Efficiencies. This section examinesthe City’s current governmentstructure and considers the overall managerial practices. It also examines how well each agency makesits processestransparent to the public by inviting and encouraging public participation.

Matters Related to Effective or Efficient Service Delivery, as Required by Commission Policy.

This section includes a discussion of any Sonoma LAFCO policies that may affectthe ability to provide efficient services.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Introduction 2 1.1.Purpose of the Municipal Service Review
This MSR will provide Sonoma LAFCO with an informational document that analyses current service provision by the City of Sonoma. Exhibit 1-1 shows the boundaries of the City of Sonoma.

CKH requires an MSR to precede the SOI so that an MSR is needed in order to establish the SOI for the City. Key sources for this study include agency-specific information gathered through a questionnaire, strategic plans, general plans, websites,financial reports, agency audits, research, personal communication, and the Municipal Service Review Guidelines published by the Governor’sOffice of Planning and Research.

1.2.Sphere of Influence
This report will also include an analysis of the sphere of influence (SOI) for the City. There are five determinations which must be made to update the SOI. The Commission must consider:

Present and planned land uses in the area, including agricultural and open space lands - This consists of a review of current and planned land uses based on planning documents to include agricultural and open-space lands.

Present and probable needfor public facilities and services - This includes a review of the services available in the area and the need for additional services.

Present capacity of public facilities and adequacy of public services provided by the agency - This section includes an analysis of the capacity of public facilities and the adequacy of public services that the City provides or is authorized to provide.

Social or economic communities of interest - This section discusses the existence of any social or economic communities of interestin the area if the Commission determinesthat they are relevant to the City. These are areas that may be affected by services provided by the City or may be receiving servicesin the future.

Present and probable needfor servicesto disadvantaged communities - Beginning July 1, 2012 the commission must also considerservices to disadvantaged communities which are defined as populated areas within the SOI whose median household income is less than or equal to 80 percent of the statewide median income.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Introduction 3 Exhibit 1-1: City of Sonoma Boundary Map
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Introduction 4 1.3.California Environmental Quality Act (CEQA)
Actions taken by LAFCO require review under CEQA. Municipal service reviews are exempt under Class 6, since the MSR is a data collection study. CEQA Guidelines Section 15306 states that “Class 6 consists of basic data collection, research, experimentalmanagement, and resource evaluation activities that do not result in a serious or major disturbance to an environmentalresource.”
In contrast a sphere of influence is subjectto CEQA. In many cases, LAFCO is the responsible agency, but when LAFCO initiates the project, it is the lead agency. For example, LAFCO is often the lead agency for the adoption of a sphere of influence or an update to a sphere of influence.

However, in this case it is likely the City of Sonoma will be the lead agency if they initiate the SOI update and LAFCO will be the responsible agency. If the Commission finds that the update results in no changes in regulation, no changes in land use, or that no developmentwill occur as a result of adopting the sphere,then the update would qualify for the commonsense exemption under CEQA.

1.4.Uses of the Municipal Service Review
The MSR is used to shed light on the operations of a local agency, identify agencies unable to perform their mandated services, or identify ways to provide more effective, efficientservices.

Government Code Section 56375 allows LAFCO to take action on recommendationsfound in the MSR, such as initiating studies for changes of organization, updating the SOI, or originating a change of organization.

Studies in anticipation of a change of organization are usefulto identify potential issues that may arise during the process. Issues can range from legal barriers to fiscal constraints to concerns of residents and landowners. A study would allow more focused analysis and the opportunity to resolve issues or options before beginning the process.

The MSR also provides the necessary information to help LAFCO make decisions on the proposed SOI update. In evaluating the proposed SOI, the MSR provides the information necessary to determine if the agency has the capability to serve a larger area. The MSR discusses the financial condition of each agency, source ofrevenues, and projected expenses. It also includes a discussion of the projected infrastructure needsthat would allow for expansion of those services.

Alternatively, the MSR can recommend changes of organization: consolidation, dissolution, merger, establishment of a subsidiary district, or the creation of a new agency that typically involves a consolidation of agencies. Those changes of organization may also require an environmentalreview, a property tax sharing agreement, and an election.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Introduction 5 1.5.City Profile
The City of Sonoma, incorporated in 1883, has a Council-Manager form of government. The City of Sonoma, with a population of approximately 11,000 residents,serves as the center of economic activity for the rural Sonoma Valley, with a total population of about 40,000.

The City of Sonoma includes 2.74 square miles within the Sonoma Valley. The Mayacamas and Sonoma Mountain ranges frame the valley and allows the climate to be influenced by marine air from the San Francisco Bay which provides an ideal climate for wine grapes.

The City has more than 1,300 business establishments and serves as the economic hub for the larger Sonoma Valley. Tourism drives the economy so that sales tax and transient occupancy tax account for nearly half of the City’s revenue. Those sources made the city vulnerable to the pandemic.

The City contracts or partners with other agencies for many of its services. The City has a contract with the Sonoma County Sheriff Department for law enforcement. The City is a memberof the Sonoma Valley Fire and Rescue Authority, a JPA designed to provide fire and emergencymedical services. The City maintains 79 acres of parks, a bike trail network and two open space preservesfor a total of 99 acres. The City contracts with non-profits to provide recreational services.

The City does provide potable water to 4400 connections both within the City as well as an area east of the city with 300 connections as an out of area service extension. In addition, the City maintains three cemeteries. Both of these services are enterprise functions supported by charges.

The City contracts with the Sonoma Valley County Sanitation District (SVCSD), which has one treatment plant, located on Eighth Street East. The SVCSD is operated and maintained by the Sonoma County Water Agency (SCWA). Since the City does not directly provide service the SVCSD will not be part of this MSR. However,the estimatedmaximum capacity of the treatment plant is 20 million gallons per day (MGD),the NPDES permit limits the permitted average dry weatherflow (ADWF) of the treatment plant to 3.0 MGD. The District complies with NPDES by limiting effluent discharge through water conservation and exporting recycled water.

This NPDES permit does not directly cover wet weatherflows, which are difficult to estimate due to stormwater infiltration. During the wetweathermonths, the plant discharges treated water into Schell Slough. In addition, the plant has several detention basins, which can store excesswastewaterduring wet weatherflows. During wetweather months, discharges from the plant are currently limited to approximately 11 MGD by the capacity of the pumps that release water into Schell Slough. Because the detention basins allow the plant to store excessflows Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Introduction 6 until they can be treated, the plant is currently able to adequately treat all ofthe wet weather flows.

Like most cities in Sonoma County expansion of the City of Sonoma is constrained by the Urban Growth Boundary (UGB). The UGB representsthe furthest extentof growth of the urban area.

Exhibit 1-1 shows the UGB along with the City boundaries and the SOI. By definition, the SOI is a plan for the probable physical boundaries and service area. Exhibit 1-1 showsthat most of the SOI is contained within the UGB which would allow the City to eventually annex the territory. The area outside the UGB could remain in the SOI but could not be annexed unless the voters approve a change in the UGB.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 1 2.EXECUTIVE SUMMARY

2.1.Role and Responsibility of LAFCO
The fundamentalrole of a Local Agency Formation Commission (LAFCO) is to implement the Cortese-Knox-Hertzberg (CKH) Local GovernmentReorganization Act of 2000 (Government Code Section 56000, et seq.), providing for the logical, efficient, and most appropriate formation of local municipalities, service areas, and special districts. CKH requires all LAFCOs, including Sonoma County LAFCO, to conduct a Municipal Service Review (MSR) prior to updating the spheres of influence (SOIs) of the various cities and special districts in the County (Government Code Section 56430). CKH requires an MSR and SOI update to be completed periodically.

The focus of this MSR is to provide Sonoma County LAFCO with all necessary and relevant information related to the City of Sonoma. It will allow Sonoma County LAFCO to make determinations in each of the seven areas prescribed by CKH. This MSR evaluates the structure and operation of the each ofthe agencies and discusses possible areas for improvement and coordination. The report contains one section for each of the following seven elements as prescribed by CKH:

1. Growth and Population Projectionsfor the AffectedArea

2. The Location and Characteristics of AnyDisadvantaged Unincorporated Communities Within or Contiguous to the Sphere of Influence

3. Present and Planned Capacity of Public Facilities and Adequacy of Public Services Including Infrastructure Needs or Deficiencies

4. Financial Ability of Agencies to Provide Services

5. Status of and Opportunities for Shared Facilities

6. Accountability for Community Service Needs, Including Government Structure and Operational Efficiencies

7. Matters Related to Effective or Efficient Service Delivery Required by Commission Policy The MSR is used to shed light on the operations of each local agency, identify agencies unable to perform their mandated services, or identify ways to provide more effective, efficient services. Government Code Section 56375 allows LAFCO to take action on recommendations found in the MSR, such as initiating studies for changes of organization, updating the SOI, or initiating a change of organization.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 2 This report also includes sphere of influence recommendations. CKH requires LAFCO to adopt a sphere of influence and map for each city and each special district in the County. The sphere influence is defined by CKH in Government Code Section 56076 as “a plan for the probable physical boundary and service area of a local agency or municipality as determined by the Commission.”
The LAFCO Commission must make determinations with respect to the following factors when establishing or reviewing a sphere of influence:

1. Present and planned land uses in the area, including agricultural and open space lands

2. Present and probable need for public facilities and services

3. Present capacity of public facilities and adequacy of public services provided by the agency

4. Social or economic communities of interest

5. Present and probable need forservices to disadvantaged communities A sphere of influence may be amended or updated. An amendmentis a relatively limited change to the sphere or map to accommodate a specific project. An update is a comprehensive review of the sphere that includes the map and relevant portions of one or more MSRs. CKH requires updates at least every five years or as needed.

2.2.City Profile
The City of Sonoma, incorporated in 1883, has a Council-Manager form of government. The City of Sonoma, with a population of approximately 11,000 residentsserves as the center of economic activity for the rural Sonoma Valley, with a total population of about 40,000.

The City of Sonoma includes 2.74 square miles within the Sonoma Valley. The Mayacamas and Sonoma Mountain ranges frame the valley and allows the climate to be influenced by marine air from the San Francisco Bay which provides an ideal climate for wine grapes.

The City has more than 1,300 business establishments and serves as the economic hub for the larger Sonoma Valley. Tourism drives the economy so that sales tax and transient occupancy tax account for nearly half of the City’s revenue. Those sources made the city vulnerable to the pandemic.

The City contracts or partners with other agencies for many of its services. The City has a contract with the Sonoma County Sheriff Department for law enforcement. The City is a memberof the Sonoma Valley Fire and Rescue Authority, a JPA designed to provide fire and emergencymedical services. The City maintains 79 acres of parks, a bike trail network and two Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 3 open space preservesfor a total of 99 acres. The City contracts with non-profits to provide recreational services.

The City does provide potable water to 4400 connections both within the City and an area east of the city as an out of area service extension. In addition, the City maintains three cemeteries.

Both of these services are enterprise functions supported by charges.

Like most cities in Sonoma County expansion of the City of Sonoma is constrained by the Urban Growth Boundary (UGB). The UGB representsthe furthest extentof growth of the urban area.

2.3. Population Projections
Demographic data shows Sonoma with an aging population. It is estimated that by 2023 the 65+ population will represent 33.4% of the City’s population.

Vacancy rates in Sonoma are high compared to elsewhere in the county and the state.

Between 2014 and 2017 they doubled from 6% to 12%. The elevated vacancy rates are indicative of lower housing demand.

The population of the City of Sonoma on January 1, 2021 was estimated as 10,924. It is the second year in a row that Sonoma’s population has declined. Between 2019 and 2020 the City lost 114 people. Never-the-less population trends indicate a slight increase in population between 2018 and 2023. The population is expected to grow at an average rate of 0.4% per year through 2045 when the estimated population would be around 13,000. Based on this information the population is expected to range between 11,000 and 13,000.

2.4.Disadvantaged Unincorporated Communities
Disadvantaged Unincorporated Communities (DUC)s are defined as areas outside city limits whose median household income is less than 80% of the statewide median household income.

For 2018 that figure is $56,982. The DWR mapping tool identified two areas that fell below 80% of the statewide MHI. One area is within city limits so not a DUC by definition. The other area is the northwest portion ofthe City’s SOI. It already receives city water and sewerservices. The Sonoma Valley Fire and Rescue Authority provides fire protection.

2.5. Present and Planned Capacity of Public Facilities
Water and Wastewater - The City maintains 4,404 waterservice connections/meters, 1,437 valves, 476 fire hydrants, six water tanks, eight wells, two booster pump stations, and 58 miles of undergroundwater main pipes. The City receives most of its water from Sonoma County Water Agency (SCWA). The City’s wells contribute approximately 9% of the total demand.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 4 In 2020 total demandwas 2,174 acre feetper year (AFY). In the next 25 years demand is expected to grow to 2,283 AFY, which represents an increase of 5%. Future year watersupply and demand estimates for normal yearsingle dry year and multiple dry years show an excess of supply over demand.

The Sonoma Valley County Sanitation District (SVCSD) provideswastewater collection, treatment, disposal, and water recycling services for the City’s service area. The SVCSD has a treatment plant on Eighth Street East. Current permitted capacity is 3 MGD which is greater than the current average dry-weatherflow of 2.7 MGD.

Cemeteries- The City operates and maintains three cemeteries, Mountain Cemetery, Valley Cemetery and Veterans Cemetery. The Veteran’s cemetery is reserved for veterans only. All the cemeteries are at capacity. Only one burial site is available in the Valley Cemetery, however in ground cremains placement is available in the Mountain and Valley Cemeteries. In addition, there are full crypt burial sites available in Mausoleum #11 in Mountain Cemetery.

Public Works - The Public Works department operates,maintains, and upgrades the City of Sonoma’s water and transportation systems, parks, facilities, and cemeteries. Public Works has three divisions: Parks, Cemeteries& Facilities; Streets; and Water. The StreetsDivision maintains the City’s streets, bridges, sidewalks, and right-of-way. The StreetsDivision maintains

33.8 miles ofstreets, 11 bridges, 40 miles of storm drainage piping, three miles of roadside ditches, and 485 catch basins.

The Department routinely surveys the condition of its streetsto determine maintenance requirements. There are three classes of streetsin Sonoma, arterial, collector, and residential.

The condition is rated by a PavementCondition Index (PCI). The PCI for arterials averages 74, for collectors 76, and residential 70, The total system average is 72. A PCI of 70 to 90 is considered very good. Public works is also responsible for maintaining the storm drain system.

Storm water collected in the storm drain systemis discharged untreated into Nathanson Creek, Sonoma Creek, or Fryer Creek.

Law Enforcement - The City has a long-standing contract for law enforcementservices with the Sonoma County Sheriff’sOffice. The Police Department has a staff of 16 employees, which consists of a Police Chief,two Police Sergeants, 10 Deputy Sheriffs,two Community Service Officers and one Administrative Clerk (City employee). That translates to 1.1 sworn officers per thousand population, generally considered good for a community the size of Sonoma. The contract allows administrative and managerial functions to be handled by the Sheriff’smain office in Santa Rosa. This arrangement allows the City to determine the level ofservice that is desired. Capacity is limited by what the City determines it needs and resources available in the budget.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 5 In FY 2019-20 the Sheriff’s departmentresponded to 10,854 calls for service in the City of Sonoma. That lead to 447 arrests. The City does not have a jail. The Sheriff’sOffice operates two in the vicinity of Santa Rosa.

Fire Protection - The City contracts for fire protection service with Valley of the Moon Fire Protection District (VMFPD). The City formed the Sonoma Valley Fire and Rescue Authority to share expenseswithVMFPD. Although the VMFPD recently reorganized as the Sonoma Valley Fire District (SVFD)the contract with the City remains intact.

The SVFD Station 1 is in the City of Sonoma. It operatesthree engines, a ladder truck, an ambulance, and a command vehicle out of the station. Station 1 also handles administration, featuresliving quarters and a vehicle maintenance and repair building.

The Fire Department responded to average of 1961 calls per year overthe last five years, with the highest call volume of 2242 in 2019. The range indicates the department has the capacity to handle at least 2200 calls per year. Two thirds of the calls are for emergencymedical services. Response time goal has been set at 7 minutes. The City department has an ISO rating of 1, the highest rating possible.

Parks and Recreation - The City owns and operates 17 parks and partners with several nonprofits and other agencies for maintenance and recreation programs. Through its partnerships and sponsorships, the City is able to tailor park and recreation activities to the needs of its residents and has the capacity to expand or reduce services as desired.

2.6.Financial Abilityof Agenciesto Provide Service
In FY 21/22 the City Council allocated a budget of $21.7 million. The City’s economy depends on tourism, so the major revenue sources are sales tax, 20%, and transient occupancy tax, 24%.

Property tax adds another 19% of the revenues.Nearly 60% of expenses are allocated for law enforcement and fire protection.

The City also delivers water and maintains three cemeteries as enterprise activities. The City provides potable water to some 4,400 connections. The water fund revenues averaged nearly $6 million overthe past three fiscal years.

In 2018 the City conducted a water rate study and determined the need to raise rates over a five-yearperiod to cover anticipated cost increases in purchased water. Residential rates depend on the size of the meteralong with a usage fee. The current rate for a residential meter is $30.46 base rate plus the usage fee based on consumption of 1000 gallons per month.

The City operates and maintains three cemeteries. The FY 21/22 budget estimates Cemetery Fund revenues as $371,000 which includes transfers in from other funds of $120,900. The transfers consist of a $50,000 transferfrom the Cemetery Endowment Fund, $30,000 transfer in from the GeneralFund for completion of a cemetery fiscal and operational analysis, and a Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 6 $41,000 transfer from the Water Fund for the lease of a water tank which sits on Cemetery property. Expensesfor cemetery operations are $354,000.

The City has adopted a five-year capital improvement plan, extending from FY 21/22 to FY 25/26. The plan identifies 22 projects at a cost of $19.5 million.

The City maintains reservesthat are used to address shortfalls in operating expenses. The City has established policies to maintain reserves. Current reserves are approximately $7.3 million.

The City has one outstanding long-term debt. In 2007 the City was awarded $1,156,000 to finance a solar paneling project at four differentmunicipal facilities within the City limits. Their share, in the form of a bond,requires payments of $41,749 due on December 15 of each year, with the final installment due on December15, 2024.

Sonoma addressed its pension obligations for current and retired employees by issuing a bond to pay unfunded liabilities through the CalPERS. The bond allowed the City to cover its pension obligations at a lower interest rate. The bond required an annual payment of approximately $400,000 and was paid off in FY 2020 so that the City is current with pension obligations.

The City of Sonoma is the successor agency of the former Sonoma Community Development Agency,the Sonoma redevelopment agency.

2.7.Status of and Opportunities for Shared Facilities
The City works cooperatively with a number of agencies to provide services. The City contracts out for law enforcement,fire protection, wastewaterservices, and the city attorney. The City works cooperatively with the Chamber of Commerce and the Sonoma Valley Visitor’s Bureau (SVVB). Although the City operates and maintains parks and community facilities, the City contracts for recreation programs and community activities.

Management efficiencies contribute to cost reduction and more efficient service delivery.

Management efficiencies can be measured through planning activities. The City has its General Plan, Water Master Plan, Urban Water Management Plan, and Emergency Operations Plan (EOP). In addition, the City adopts an annualspending plan, the budget, supported by a fiveyear financial plan.

2.8.Accountability, Government Structure, and Operational Efficiencies.

The City is a general law city governed by a five-member city council elected to four-year staggered terms. City Council members are eligible for a stipend of $300 per month and healthcare for themselves and their dependents. The City Council meets on the first and third Wednesday of each month at 6:00 p.m. in council chambers. Meetings are noticed and held according to the Brown Act.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 7 The City encouragesresident involvementon a number of city committees and commissions as well as regional committees and commissions.

The city communicates with its residents via its weekly e-newsletter“About Town”. It also encourages residentsto subscribe to electronic agendas and minutes of the Council as well as its committees and commissions.

The city is staffed by 41 full time employees and some part time employees. It provides many key services through contracts. The City contracts for law enforcement,fire, economic development,solid waste collection, wastewater,the City Attorney, code enforcement, and recreational services.

2.9.Matters Related to Effective or Efficient Service Delivery Required by Commission Policy.

Expansion of the City is pretty well limited by the Urban Growth Boundary (UGB). There are some areas in the SOI that are between the city limits and the UGB. Those areas could be annexed so Sonoma LAFCO’s annexation policies would apply. In addition, there could be modifications of the SOI, so SOI policies would apply. The areas to the east that receive water from the City could be affected by the out of area service policies. In addition, LAFCO’s island annexation policies would apply should the City wish to annex islands in the southern portion of the City. An example is the Train Town unincorporated island. It can be annexed if the City applies to LAFCO and follows provisions in the state code and LAFCO island annexation policies, with or without property owner consent.

2.10. Sphere of Influence Considerations
In addition, the City of Sonoma is constrained by the UGB. The UGB puts a limit on how far the city can expand and was created to prevent urban sprawl and encourage sustainable growth.

There are seven areas within the City’s sphere of influence and Urban Growth Boundary that have not yet been annexed to the City. These areas are:

Maxwell Farms Regional Park – A County Regional Park at the northwestern corner of the City’s SOI.

Montini Open Space Preserve – A preserved open space area that includes active farming and open space developedwith hiking trails, to the north of the City straddling 1st Street West.

Denmark Street/Garry Lane – A “notch” of unannexed area to the east of the City, substantially developedwith suburban/rural residential uses.

Four Corners – Unannexed properties primarily at the intersection of Highway 12/Broadway and Napa Road, including a parcel at Napa Road and 5th Street East.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Executive Summary 8 Train Town – An island of unannexed property that is developedwith an amusement park, on Highway 12/Broadway at the south end of the City.

Harrington Drive – A set of unannexed parcels on eitherside of Harrington Drive, north of the Napa Road and 5th Street West intersection. This area is substantially developed with suburban rural residential development, withmany propertiesreceiving municipal services (waterand/or sanitary sewer)through Outside Service Area Authorizations.

While not subject to specific policies, it is recommended the City take action to facilitate annexations in several of these areas, or otherwise consider seeking removal of territory from the City’s sphere of influence.

There is one area north of the city limits and outside the UGB. The land use designation is Resources-Rural. By definition, the area is not intended for urban development. Since that area is not likely to be developed or be part of the City in the near future, it should be dropped from the SOI. The SOI should then be limited to the area between city limits and the UGB.

2.11.Recommendations
The City is encouraged to consider actions taken in concert with other local agencies to improve the effectiveness and efficiency of providing municipal services in the Sonoma Valley region.

The City should consider the possibility of expanding City boundaries to include areas in the Valley that are largely developed and urbanized.

The City should review its position regarding the potential annexation of the two park areas, eitherseeking annexation or removal of the territory from the sphere of influence. The City should consider directly supporting appropriate annexationsin the Denmark Street, Four Corners, and Harrington Drive areas. Potential actions could include annexation proposals made directly by the City, preparation of a specific area plan, and subsequent annexation ofthe Four Corners area.

The City is encouraged to work with the landowner to affect an annexation of the Train Town island. The City can also apply to LAFCO to annex the Train Town island underthe island annexation provisions in Cortes- Knox-Hertzberg, in tandemwith the Master Property Tax Exchange Agreementin place in Sonoma County, to cause the annexation absent property ownersupport.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Population Projections 1 3.POPULATION PROJECTIONS
Sonoma’s 2018 population ranked as Sonoma County’sfourth smallest city with 11,253 residents. Although the City experienced growth between 2010 and 2018, averaging 0.7% annually, in 2019 and 2020 the City lost population. Based on data from the California Department of Finance Demographic Research Unit Sonoma has an estimated population of 10,924 (January 1, 2021). This represents a decrease in population from the same date in 2019 of -0.08% (89 people). It is the second year in a row that Sonoma’s population has declined.

Between 2019 and 2020 the City lost 114 people. Never-the-less countywide trends predict an increase in population between 2018 and 2023 to 11,286.

There are 10 new development projectsin various stages of planning and construction within the City. These projects include 208 Single Family Residentialunits, 84 Multi-Family Residential units, and 12 accessory dwelling units.

In addition, a 6-unit condominium development,referred to as the Murray Condos, was recently constructed in 2020.

Demographics
Sonoma City’s age distribution contained a significantly greater proportion of Late-Career and Older Adults, and a lower proportion of adults aged 35 and below. Sonoma’s 2018 median age increased to 51.1 years, up 0.3 years from 2017. Sonoma’smedian age ranked oldest among Sonoma County cities, significantly above Sonoma County (41 years), California (36 years) and the U.S.(38 years). Forecasts project Sonoma’smedian age to grow to 53 by 2023. Most of the increase is expected in the 65+ age bracket which is forecast to represent

33.4% of the population by 2023.

Other indications of an aging population are seen in the unemployment rate and the labor participation rate. In 2018 the unemployment rate was 3.77%, which was lower than the statewide rate. At the same time Sonoma experienced a labor force participation rate of 48% which is lower than the county rate. A low unemployment rate paired with a relatively low labor force participation rate indicates an aging population.

Another demographic metric is to evaluate residential property vacancy rates. Vacancies can occur for a variety of reasons, including second-home ownership, conversion of homes to short-term rental properties, passive investment (unoccupied) properties, and reconstruction projects. Although vacancy rates are difficult to assess, it appears that Sonoma rates are high compared to elsewhere in the county and the state. Between 2014 and 2017 they doubled from 6% to 12%, according to one study.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Population Projections 2 These data suggest a slow or no growth rate over the next 25 years. Table 3-1 shows projected population from 2020 to 2045. Population projections estimate 2% growth over a 5-year period or 0.4% per year.

This data suggests that in crafting a recreation program for the city activities should focus on older adults.

Table 3-1: Population Estimates 2020 to 2045
Year 2020 2025 2030 2035 2040 2045
Population 11,725 12,108 12,469 12,582 12,830 13,082
Source: EKI Environmental and Water. 2021.

Determinations:

3.1 Demographic data shows Sonoma with an aging population. It is estimated that by 2023 the 65+ population will represent 33.4% of the City’s population.

3.2 Vacancy rates in Sonoma are comparatively high compared to elsewhere in the county and the state, exacerbating a housing availability imbalance. Between 2014 and 2017 they doubled from 6% to 12%.

3.3 The population of the City of Sonoma on January 1, 2021 was estimated as 10,924. It is the second year in a row that Sonoma’s population has declined. Between 2019 and 2020 the City lost 114 people. Never-the-less population trends indicate a slight increase in population. The population is expected to grow at an average rate of 0.4% per year through 2045 when the estimated population would be around 13,000. Based on this information the population is expected to range between 11,000 and 13,000.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Disadvantage Unincorporated Communities 1 4.DISADVANTAGED UNINCORPORATED COMMUNITIES
Senate Bill 244 was a significant piece of LAFCO-related legislation passed in 2011. This bill required LAFCO to make determinations regarding disadvantaged unincorporated communities (DUC)s. DUCs are defined as inhabited, unincorporated territory that constitutes all or a portion of a community with an annual median household income that is less than 80 percent of the statewide median household income (MHI). CKH definesinhabited as “territory within which reside 12 or more registered voters.” In 2018, 80% of the statewide median household income was $56,982.

In 2018 median household income in Sonoma was $76,015 which is greater than 80% of the statewide MHI. Therefore,the City cannot be considered a DUC. Further, any lower income areas within the City cannot be classified as DUCs by definition because the areas are incorporated.

Exhibit 4-1, the DWR mapping tool for disadvantaged communities showed two lower MHI areas. One area bounded by 5th St. on the west, Napa St. on the north, Broadway on the east, and E. Macarthur St. on the south is within City limits so it is not a DUC. However, an area to the northwestinside the SOI and the UGB does qualify. The area is within the urban service area, so it receives City services of water and. wastewater. Fire protection is provided by the Sonoma Valley Fire District.

Determinations:

4.1 Disadvantaged Unincorporated Communities are defined as inhabited unincorporated areas whose median household income is less than 80% of the statewide median household income.

For 2018 that figure is $56,982. The DWR mapping tool identified two areas that fell below 80% of the statewide MHI. One area is within city limits so is not a DUC by definition. The other area is within the northwest portion of the City’s SOI. It already receives city water and sewer services. Fire protection is provided by the Sonoma Valley Fire District.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Disadvantage Unincorporated Communities 2 Exhibit 4-1: DUCs in the Vicinity of Sonoma
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 3 5.PRESENT AND PLANNED CAPACITY OF PUBLIC FACILITIES
The City contracts or partners with other agencies for many of its services. The city provides water, cemeteries, parks, and public works directly. Sonoma contracts out for law enforcement,fire and emergency services, wastewaterservices, and recreation. Contracting out allows the City to determine its own service needs and is limited only by resources available.

Table 5-1 showsthe services the City provides directly and those provided by contract with other agencies.

Table 5-1: Sonoma Service Providers
Service Provider Source
Water City Contract with Sonoma CountyWater Agency for Water Wastewater Contract Sonoma Valley County Sanitation District Cemeteries City City staff
Storm Water City Public Works Department
StreetMaintenance City Public Works Department
Law Enforcement Contract Sonoma County Sheriff
Fire and EMS Contract Contract Valley of the Moon Fire Protection District, JPA SVFRA Parks Contract Public Works Department and/or Contract for Maintenance Recreation Contract Various Non-profits
Source:City of Sonoma. 2021e.

The following sections describe in more detail the level of services provided and the capacity or need for expansion ofservices based on projected population.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 4 5.1.Water Facilities
The Water Utility’s primary responsibility is to deliversafe and reliable water to City residents and the outside service area, while seeking to improve watersupply reliability and water conservation. The City operates and maintains 4,404 waterservice connections/meters, 1,437 valves, 476 fire hydrants, six water tanks, eight wells, two booster pump stations, and 58 miles of underground water main pipes. In 2018, over 574 million gallons of water were delivered to customers.

The City receivesmost of its water from Sonoma County Water Agency (SCWA). Potable water from SCWA is delivered to two SCWA tanks located north of the distribution system (referred to as “Sonoma Tank 1” and “Sonoma Tank 2”), which feed Zone 1 via a 16-inch aqueduct. The distribution system is shown on Exhibit 5-1. The Exhibit also showsthe locations of the eight existing groundwatersupply wells that serve the City. The City’s wells are a critical local water source during emergencies and provide cost-effective waterfor the community.

The water distribution system contains three pressure zones. There are three City-owned steel storage tanks within the distribution system, each serving one of the three zones in the system.

Storage facilities include the Napa Street Tank (2.0 million gallon [MG] capacity), the Thornsberry Tank (0.5 MG capacity) and the Norrbom Tank (3.0 MG capacity).

The principal water mains in the distribution systemrange in diameter from 4 to 14 inches.

Most of the distribution grid piping in the older sections of the City range in diameter from 1.5 to 4 inches, while the newer areas are served by pipes 6 to 8 inches in diameter. City maintained water mains are asbestos-cement(AC), polyvinylchloride, polyethylene, ductile iron, and steel. Approximately half of the watersystem pipelines are AC pipe.

5.1.1.Water Demand
The City provides water to 4,400 connections including single family multi-family, commercial, irrigation customers. Table 5-2 shows the numberof accounts by service category for the fiveyear period of 2015-2019. The Table showsslow growth or no growth in the number of connections. It also shows Single Family Residential, and Multi-Family Residential customers represent an average of 3,520 of a total of 4,386 or 86% of the total. Commercial customers account for an average of 297 of the total or 7%, with landscaping accounting for 84 or 2%.

Table 5-2: Distribution of Accounts by CustomerCategory 2015-2019 WaterUse Sector Number of Accounts
2015 2016 2017 2018 2019 Average
Single Family Residential 3,493 3,505 3,505 3,545 3,550 3,520 Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 5 Multi-Family Residential 277 279 279 278 278 278
Commercial/Institutional 300 298 298 294 293 297
Landscape/Irrigation 89 91 91 72 76 84
Other 209 214 214 200 203 208
TotalAccounts 4,368 4,387 4,387 4,389 4,400 4,386
Source:EKI Environment & Water. 2021.

Exhibit 5-1: City of Sonoma Water System
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 6 In general demand is consistent with service area population. It should be noted that service area population includes some areas outside city limits. Table 5-3 shows current and projected potable water demand from 2020-2045 for all use sectors. The table showsmodest increases for residential consistent with anticipated growth. Single Family Residential demand is expected to increase 5% overthe 25-year period. Additional recycled water for non-potable usesis expected to remain constant at 55 AFY.

Table 5-3: Current and Projected Water Demand 2020-2045 (AFY) WaterUse Sector 2020 Actual 2025 2030 2035 2040 2045
Single Family Residential 1,223 1,178 1,213 1,224 1,248 1,273 Multi-Family Residential 306 325 325 328 334 341
Commercial/Institutional 371 261 271 277 278 278
Landscape Irrigation 136 149 154 158 158 158
Other 1 173 179 180 184 187
TotalPotableDemand 2174 2,218 2,244 2,247 2,263 2,283
Source:EKI Environment & Water. 2021.

5.1.2.Water Supply
The City’s watersupply comes from a combination of imported water from Sonoma County Water Agency (SCWA) and local groundwater wells. The City receivesits primary watersupply from SCWA’s Russian River Project. The Russian River flows are augmented by Pacific Gas and Electric’s (PG&E’s) PotterValley Project, which diverts a portion of the Eel River flows to the East Fork of the Russian River. Water is diverted and extracted from the stretch of the Russian River located just upstream of Wohler Bridge via six radial wells known as “Ranney collectors.” The diverted river water percolates through sand and gravel and only needsthe addition of chlorine to meet drinking water quality standards. The SCWA supply also includes a relatively small amount of groundwater from groundwatersupply wells located in the central Santa Rosa Plain Subbasin. SCWA usesthe groundwater during drought periods. In 2015 this source contributed approximately 2% of SCWA’s supply.

Actual supply for the period 2016-2020 is shown in Table 5-4. The City’s purchased watersupply is supplemented by local groundwater. In a normal water year, approximately 9 percent of the City’s watersupply is from local groundwater wells. The total estimatedcapacityof the City’s wells is projected to be 367 AFY and the totalsafe yield of the City’s wellsis projected to be 238 AFY.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 7 Table 5-4: Potable Water Supply 2016-2020
Source PotableWater(AF)
Year 2016 2017 2018 2019 2020
Purchased/ImportedWater from SCWA 1,542 1,852 2,012 1,795 1,965 Groundwater- not desalinated 196 147 63 276 209
Total 1,738 1,999 2,075 2,071 2,174
Source:EKI Environment & Water. 2021.

5.1.3.Recycled Water
The City does not currently use recycled water, but a recycled water distribution system is being constructed and is expected to be online during the first half of 2021. The City will use recycled water produced by the Sonoma Valley County Sanitation District (SVCSD).

The first phase of the new recycled water program will be to supply approximately 50 AFY to the Sonoma Valley Unified School District for irrigation use in 2021. By 2025, it is anticipated that an additional 5 AFY, for a total of 55 AFY, will be used by city parks for irrigation purposes.

Extension of recycled water pipelines to other properties is anticipated to be a later phase of the project, but the schedule and volumes associated with this expansion are not currently known.

The City has been in discussion with various agencies regarding the potential use of recycled water in the City’s service area. Those agencies include the SCWA, the SVCSD, and the Valley of the Moon Water District. Current reuse of wastewatertreated by SVCSD includes vineyard and pasture irrigation, water for construction, and a small amount of water used for residential landscape irrigation. In recent years, the SVCSD has explored the feasibility of expanding recycled water use to offsetlocal groundwater pumping or imported Russian River water in addition to reducing or eliminating discharges to San Pablo Bay.

5.1.4.Water Demand and Supply Assessment
Typically, the Urban Water Management Plan (UWMP) must evaluate supply and demand for three scenarios, a normal water year, a dry water year and multiple dry years. The supply and Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 8 demand for those scenarios is shown in Table 5-5. The Table shows the City has the capacity to serve its anticipated future population with potable water.

5.1.1.Groundwater Sustainability
The Sonoma Valley Groundwater Sustainability Agency (SVGSA) was created in 2017 when the participating agencies entered into a Joint Exercise of PowersAgreement(JPA). The purpose of the SVGSA is to secure groundwatersustainability for the Sonoma Valley groundwater basin.

Memberagencies include the City of Sonoma, Sonoma County, the North Bay Water District, the Sonoma Resource Conservation District, Sonoma County Water Agency, and Valley of the Moon Water District (VOMWD).

Table 5-5: Future Water Supply/Demand Normal Year, Single Dry Year, Multiple Dry Years Scenario 2025 2030 2035 2040 2045
Normal Year (AF)
Supply totals 3,293 3,293 3,293 3,293 3,293
Demand totals 2,273 2,299 2,302 2,318 2,338
Difference 1,020 994 991 975 955
Single Dry Year (AF)
Supply totals 3,293 2,816 2,791 2,764 2,734
Demand totals 2,273 2,299 2,302 2,318 2,338
Difference 1,020 517 489 446 396
Multiple Dry Years (AF)
Supply totals 3,293 3,293 3,293 3,293 3,293
Demand totals 2,273 2,299 2,302 2,318 2,338
Difference 1,020 994 991 975 955
Source:EKI Environment & Water. 2021.

The JPA establishes groundwatersustainability agency (GSA) Board membership, initial funding, voting and other governance issues. The GSA Board of Directors and the Advisory Committee includes one representative from each member agency. The GSA is funded by memberagencies through fees established by the SVGSA Board of Directors.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 9 The City also participated in the Groundwater Sustainability Plan, and a pilot study of groundwater recharge.

Determinations

5.1 The City operates and maintains 4,404 waterservice connections/meters, 1,437 valves, 476 fire hydrants, six water tanks, eight wells, two booster pump stations, and 58 miles of underground water main pipes.

5.2 The City receives most of its water from Sonoma County Water Agency (SCWA). The City’s wells contribute approximately 9% of the total demand.

5.3 In 2020 total demand was 2,174 AFY. In the next 25 years demand is expected to grow to 2,283 AFY, which represents an increase of 5%.

5.4 Future year watersupply and demand estimates for normal yearsingle dry year and multiple dry years shows an excess of supply over demand.

5.5 The City plans to begin using 55 AFY recycled water forsome of its non-potable demands by 2025.

5.2.Wastewater
The City does not provide sanitary sewer service. The Sonoma Valley County Sanitation District (SVCSD)servesthe City of Sonoma with wastewater collection, treatment, disposal, and water recycling services for the City’s service area. SVCSDoperates a treatment plant located on Eighth Street East. The SVCSD is operated and maintained by the Sonoma County Water Agency (SCWA).

Since the City does not directly provide service the SVCSD will not be part of this MSR. SVCSD provides wastewater collection, treatment, disposal, and water recycling services for the City and other areas in the Sonoma Valley. The SVCSD reclamation facility provides tertiary treatment for a permitted average dry-weatherflow capacity of 3 MGD. The current average dry-weatherflow of the SVCSD reclamation facility is 2.7 MGD, and the average winter peak flow is 22 MGD.

Determinations:

5.6 The Sonoma Valley County Sanitation District (SVCSD) provides wastewater collection, treatment, disposal, and water recycling services for the City’s service area. The SVCSD has a treatment plant on Eighth Street East. Current permitted capacity is 3 MGD which is greater than the current average dry-weatherflow of 2.7 MGD.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 10 5.3.Cemeteries
The City operates and maintains three cemeteries as an enterprise function. As with other enterprise functions the service is supported by charges and shortfalls are covered by reserves.

Table 5-6 showsthe size of each cemetery and the availability of each intermenttype.

Although the Mountain Cemetery is 60 acres not all of it is useable.

The Table showsthat the cemeteries are essentially at capacity for full burial ground plots.

However, both Mountain and Valley Cemeteries offerin-ground cremains placement. In addition, there is a mausoleumat Mountain Cemetery. Mausoleum#11 has available space for niches and full burial crypts.

Cemeteriesin effect provide some history of the area based on who is laid to rest there. The City publishes a walking tour ofthe Mountain Cemetery identifying graves of key figures in Sonoma History. General Mariano Vallejo, founderof Sonoma, is probably the most famous burial site.

Table 5-6: Sonoma CemeteriesAvailable Inventory as of October 2021 Type Mountain Cemetery Valley Cemetery Veterans Cemetery Size (acres) 60 4 1.6
Ground Burials 0 1 0
Earth Cremains 61 14 4
Crypts 4
Niches/
Columbarium
136 3
Babyland 27
Total 242 18 4
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 11 Source: Rita Gipson. 2021b.

The Mountain Cemetery contains many well-known winemaking, farming, and long-time valley resident families, such as Sebastiani, McTaggart, Riboni, Ruggles, Dolcini, Bundschu, and Mulas.

Captain H.E. Boyes,George Fetters, Franklin Sears and two Donner Party survivors. are interned in Mountain Cemetery. The Sons of the American Revolutionary War claim that a veteran from that era, Captain William Smith of Flowerdew Hundred, Virginia, is buried in an unmarked grave at Mountain Cemetery,making the cemetery one of the oldest continually operated cemeteries in the western United States.

Determinations:

5.7 The City operates and maintains three cemeteries, Mountain Cemetery, Valley Cemetery and Veterans Cemetery. The Veteran’s Cemetery is reserved for veterans only.

5.8 All the cemeteries are at capacity. Only one burial site is available in the Valley Cemetery, howeverin-ground cremains placement is available in the Mountain and Valley Cemeteries. In addition, there are full crypt burial sites available in Mausoleum#11 in Mountain Cemetery.

5.4.Public Works – Street Maintenance and Storm Drainage The Public Works Departmentoperates, maintains, and upgrades the City of Sonoma’s water and transportation systems, parks, facilities, and cemeteries. Public Works has three divisions, Parks Cemeteries & Facilities, Water, and Streets. Wastewater collection and treatment services in Sonoma are provided by the Sonoma Valley County Sanitation District.

Parks, cemeteries and water will be reviewed in othersections. This section will focus on the StreetsDivision.

The StreetsDivision maintains the City’s streets, bridges, sidewalks, and right-of-way. The StreetsDivision maintains 33.8 miles ofstreets, 11 bridges, 40 miles of storm drainage piping, 3 miles ofroadside ditches, and 485 catch basins. Right-of-way code enforcementis a major responsibility that includes streets,sidewalks, drainage, trees, and signage. This Division keeps the City right-of-way in a safe and functional condition for multi-modal circulation. The Division operates a streetsweeperto prevent debris from clogging or passing through the storm drain systemto local streets.

The Department routinely surveys the condition of its streetsto determine maintenance requirements. There are three classes of streetsin Sonoma, arterial, collector, and residential.

The condition is rated by a PavementCondition Index (PCI). There are five pavement condition categories andPCI breakpoints, which are criticaldecision points at which different treatments wouldbe Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 12 applied tothe pavement sectionsfor maintenance purposes. Table 5-7 showsthe PCI categories and the treatment needed to maintain a PCI of 90. It is much more cost effective to do annual maintenance than to wait until the street has a PCI below 50.

Table 5-7: Typical Maintenance Treatments to Reach a PCI of 90 Pavement
C di i
PCI
Range
Typical Maintenance Treatment
Excellent 100-90 Do Nothing
Very Good 89-70 Seal Cracks, Slurry Seal
Good 69-50 Crack Seal and Slurry Seal, EdgeGrind & 2 Inch Overlay with Fabric
Poor 49-25 3 Inch Overlay with Fabric and 33% Dig out
Very Poor 0-24 Reconstruct Structure
Source: Fugro. 2020.

Table 5-8 showsthe PCI for Sonoma’s streets by functional class, the number of miles and the percent of the network for each category. That Table shows that total PCI for the City is 72. A PCI of 70 to 90 is considered very good.

Table 5-8: PCI for Sonoma’s Streets by Functional Class FunctionalClass Sections Centerline
Miles
Lane
Miles
% of the
Entire
Nt k
PCI Pavement
Condition
Arterial 34 5.13 10.81 17.5% 74 Very Good
Collector 48 6.51 13.02 19.5% 76 Very Good
Residential 218 22.21 44.48 63.0% 70 Very Good
Total 300 33.85 68.31 100.0% 72 Very Good
Source: Fugro. 2020.

The City has indicated that the expected budgetwill be $500,000 for each year (25% is preventive maintenance) for a total of $2.5 million over five years. The result shows that by 2024 the deferredmaintenance will increase from $7.1 million to $10.2 million, and the overall Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 13 PCI will decrease to 69. In order to maintain the PCI at 72 the City will have to budget $3.85 million over 5 years in addition to deferredmaintenance.

Public works is also responsible for maintaining the storm drain system. Storm water collected in the storm drain systemis discharged untreated into Nathanson Creek, Sonoma Creek, or Fryer Creek. Pollutants commonly found in stormwater runoff are soil, pesticides, litter, pet waste, and automotive products such as oil and grease. In 2017 the City completed a Storm Drain Master Plan that outlines services and plans for future needs.

Determinations:

5.9 The Public Works Department operates,maintains, and upgrades the City of Sonoma’s water and transportation systems, parks, facilities, and cemeteries. Public Works has three divisions: Parks, Cemeteries& Facilities; Streets; and Water. The Streets Division maintains the City’s streets, bridges, sidewalks, and right-of-way. The StreetsDivision maintains 33.8 miles of streets, 11 bridges, 40 miles of storm drainage piping, 3 miles of roadside ditches, and 485 catch basins.

5.10 The Department routinely surveys the condition of its streetsto determine maintenance requirements. There are three classes of streetsin Sonoma, arterial, collector, and residential.

The condition is rated by a PavementCondition Index. The PCI for arterials averages 74, for collectors 76, and residential 70. The total system average is 72. A PCI of 70 to 90 is considered very good.

5.11 Public works is also responsible for maintaining the storm drain system. Storm water collected in the storm drain systemis discharged untreated into Nathanson Creek, Sonoma Creek, or Fryer Creek.

5.5.Law Enforcement
Since 2004, the City has contracted with the Sonoma County Sheriff’sOffice for law enforcementservices. The Chief provides the city with a "Service Plan" each year, which outlines the level of service to be provided including, the staffing plan, position descriptions, and training and equipment needed to perform services. The contract was due to expire in June 2020 but has been extended through 2021 while the City negotiates a new contract. The contract allows the City to adjust the staffing as needed and as resources permit.

Underthe law enforcement contract, many professional administrative and managerial functions, such as dispatch, investigations, fiscal and records management, and property/evidence are handled by expertslocated at the Sheriff’s main office in Santa Rosa.

The Police Department has a staff of 16 employees, which consists of a Police Chief, two Police Sergeants, 10 Deputy Sheriffs, two Community Service Officers and one Administrative Clerk Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 14 (City employee). That translates to 1.1 sworn officers per thousand population, generally considered good for a community the size of Sonoma. One ofthe Community Service Officers positions was eliminated because of fiscal constraints imposed by COVID but is expected to be reinstated in January 2022.

The Police Department also uses dedicated volunteersthrough the Sheriffs Volunteer in Policing Services (VIPS) program. In addition to the 16 employeesthere are two additional personnel, lieutenants, who are part of the Sheriff’s office and manage officers assigned to the City. In total the County Sheriff’s department includes 635 full time and 95 extra help positions.

The portion allocated to the City represents approximately 3% of the total positions.

The FY 19/20 contract with the Sheriff’s Office was $4,642,010, which is a $311,083 increase from the adopted FY 18/19 contract of $4,549,731. This includes compensation adjustments for the FY 18/19 budget that were not budgeted in prior years. The Sheriff’s Office labor unions negotiated a 3% wage increase that was included as an assumption in the FY 19/20 budget.

Due to budget constraints, proposed FY 20-21 contract cost increases, and the COVID-19 economic effectsto the community, Sonoma City Council eliminated an Administrative Assistant position, a K9 Officer, and School Resource Officer. They also reduced a Deputy and Community Service Officer positions. Through these reductions, cost savings to the FY 20-21 Sonoma Police Department budgettotals $632,895, including overhead costs of $124,357. The FY 21-22 budget will add a Deputy Sheriff position and in January of 2022 will add a Community Service Officer position.

In FY 2019-2020 the Sheriff’s department responded to 10,854 calls forservice in the City of Sonoma. That lead to 447 arrests. The Sheriff’s department operates two jails, the Main Adult Detention Facility, in Santa Rosa, and the North County Detention Facility, 7 miles northwest of Santa Rosa. Neither are in the City of Sonoma.

Determinations:

5.12 The City has a long-standing contract for law enforcementserviceswith the Sonoma County Sheriff’sOffice. The contract allows administrative and managerial functions to be handled by the Sheriff’smain office in Santa Rosa. The Police Department has a staff of 16 employees,translating to 1.1 sworn officers perthousand population, which is generally considered good for a community the size of Sonoma. The contract arrangement allows the City to determine the level of service that is desired. Capacity is limited by what the City determines it needs and resources available in the budget.

5.13 In FY 2019-20 the Sheriff’s departmentresponded to 10,854 calls for service in the City of Sonoma. That lead to 447 arrests. The City does not have a jail. The Sheriff’sOffice operates two in the vicinity of Santa Rosa.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 15 5.6.Fire and Emergency Medical Services
The City's Fire Department is operated through a collaborative partnership with the Sonoma Valley Fire and Rescue Authority (SVFRA),formerly the Valley of the Moon Fire Protection District (VMFPD). SVFRA is now known as the Sonoma Valley Fire District after a recent reorganization.

From 2001 through 2011, the SVFRA operated under a joint-powers agreementbetween the City of Sonoma and the VMFPDfor joint purchasing, training, and staffing. Through collaborative discussions between the two agencies, it was determined that the most strategic and cost-effective model forsustainability of all-risk fire services was for the City of Sonoma to contract with the VMFPD.

On December 19, 2011, the City Council approved a Contract for Services with the Valley of the Moon Fire District for five years with an initial term that ended on February 1, 2017. In January 2017, the City Council and the VMFPD approved a contract term for an additional five years.

Underthe terms of the contract forservices, the expenditures ofthe historic SVFRA are split between the City (57%) and the Fire District (43%). The City receives 100% of the Emergency Medical Services revenues, including governmentalreimbursement programs. Each agency retains financial responsibility for its own buildings and vehicles. All City fire employeeswere transitioned to the VMFPDin 2012. The City is still required to pay the unfunded liability for the prior employees'retirement costs.

In addition to fire suppression and prevention the Fire Department provides advanced life support (ALS) medical services. All staffed engines and ambulances are ALS equipped and staffedwith at least one paramedic, and often two or three. The SVFRA also offers citizens emergency preparednesstraining through the Sonoma Citizens Organized to Prepare for Emergencies (SCOPE) program. The SVFRA also maintains a drone program to assist the incident commander with a view of the incident and to aid in service to remote areas.

Table 5-9 showsthe territory covered by the SVFRA. The City comprises a small area and about one quarter of the population served.

Table 5-9: Service Area and Population of SVFRA
Service
Recipients
Valley of the
Moon FD
Glen Ellen Fire
District
City of
Sonoma
Total
Area Covered 31.5 sq. mi. 27.0 sq. mi 2.74 sq. mi 58.5 sq. mi Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 16 Population
Served
33,000 4,000 11,000 47,100
Source: Sonoma Valley Fire and Rescue. 2018
SVFRA operateswith five full time and four volunteerstations. Station #1, the Al Mazza Fire Station, named for the former Fire Chief and Mayor, is located in the City of Sonoma. The Al Mazza station was constructed in 2002 and is wholly compliant with codes and standards that were in place at that time. The station featuresliving quarters and a vehicle maintenance and repair building.

It also serves as the administrative headquarters for SVFRA and housesthe local fire history museum. Station 1 houses a Type 1 Pumper,three engines, a Type 1 Ladder Truck, and an advanced life support ambulance. Daily staffing for SVFRA includes four engine companies, two ambulances, and a command vehicle. In total the Fire Department now consists of 61 full-time staff, one part-time staff member, and 47 volunteerfirefighters who supplement daily staffing.

The Sonoma Valley Volunteers have been a major part of SVFRA since 1888. They perform many roles from fund raising, to sponsoring community events,to working as the third Firefighter on the staffed engines. They respond on strike teams throughout the state, as well as responding to all fires and major calls in the district.

The Volunteers are required to train for a minimum of two hours each week. Theymust meet state and federally mandated training. There is additional training for those Volunteerswho wish to become an Engineer or Captain. Many Volunteer Firefighters have successfully become career Firefighters.

In July of 2020, the Valley of the Moon, and Glen Ellen Fire Districts along with the Mayacamas Fire Department formally consolidated with SVFRA, becoming the Sonoma Valley Fire District.

Although the City has not consolidated with the Sonoma Valley Fire District, it maintains its contract with Valley of the Moon Fire District and participation in the SVFRA.

Response Times and International Standards Organization (ISO) Rating The International Standards Organization (ISO) is the industry standard that measuresthe agency’s emergency service delivery systemand effectiveness ofservices. ISO classifications range from 1 to 10 with Class 1 representing the best public protection and Class 10 no recognized protection. The ISO rating acts as a guide to the insurance industry for establishing premium rates for residential and commercial properties. The City has a rating of 1, which is the highest attainable level, indicating superior property fire protection.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 17 Table 5-10 Shows calls forservice over the five-yearperiod from 2016 to 2020. Calls forservice averaged just under 2000 with a steady increase over the 5-year period. The range indicates the department has the capacity to handle at least 2200 calls per year.

Table 5-10: Calls forservice 2016-2020
Year Calls
2016 1822
2017 1873
2018 1884
2019 2242
2020 1986
Average 1961
Source: Sonoma LAFCO. 2019. Lacy, Sean. 2021a.

The incidents by alarm type are shown in Exhibit 5-2.

Exhibit 5-2: 2020 Incidents by Alarm Type
Source: Lacy. 2021a.

Like most fire districts, in 2020 nearly 67% of calls were for emergencymedical services.

Response time goal has been set at 7 minutes.

Fire
2%
EMS
66%
Haz Mat
2%
Service
Call
16%
Good
Intent
10%
False
Alarm
4%
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 18 Determinations:

5.14 The City contracts for fire protection service with Valley of the Moon Fire Protection District (VMFPD), which is now the Sonoma Valley Fire District. The City formed the Sonoma Valley Fire and Rescue Authority to share expenseswithVMFPD. Although the VMFPD recently consolidated to form the Sonoma Valley Fire District the contract with the City remains intact.

5.15 The SVFRA Station 1 is in the City of Sonoma. It operates three engines, a ladder truck, an ambulance, and a command vehicle out of the station. Station 1 also handles administration, featuresliving quarters and a vehicle maintenance and repair building.

5.16 The Fire Department responded to average of 1961 calls per year overthe last five years, with the highest call volume of 2242 in 2019. The range indicates the department has the capacity to handle at least 2200 calls per year. Two thirds of the calls are for emergency medical services. Response time goal has been set at 7 minutes. The City department has an ISO rating of 1, the highest rating possible.

5.7.Parks and Recreation
The City is responsible for operation and maintenance of 17 parks encompassing 40 acres, nine play structures, two public restrooms, class 1 bike trails, hiking trails, a duck pond, and a rose garden. City staff also performs vandalism abatement and works with non-profits on special events held in Sonoma Plaza Park and Depot Park.

The City also partners with the Sonoma Overlook Trail Stewards for maintenance of the Sonoma Overlook Trail, and with the Sonoma Ecology Center,for maintenance and operation of Sonoma Garden Park, the Montini Preserve,the Nathanson Creek Preserve, and Fryer Creek East Fork Trail-way. In addition, the City, along with the help of volunteers,maintains over four miles of Class I bike paths.

Although the City does not have recreation programs, residents enjoy programs provided by non-profit organizations. The City has provided annual grant funding to key non-profitswhich over time became known as the “Tier 1” non-profits. In 2017, the City Council reviewed and updated the Community Fund Program to create multi-year contracts with key non-profits that support recreation and community activities. Through these long-term partnerships, the City and its residents have experienced cost savings through the avoidance of creating a City departmentwith appropriate staffing devoted to recreational and community programs.

Through leveraging the talents, skills, networks, and resources already available in the community, the City has invested in recreation and community programs for decades. This approach has been proven to be cost effective, efficient, and flexible to meet the changing needs of the community. Non-profit organizations which provide these programs are expert at delivering the same traditional services other cities provide.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 19 The City has adopted a policy to support recreation and community service programs. The policy includes fee waivers and financial support for eventsrelated to the community’s heritage and history as well as seasonal eventsthat bring the community together. The City also makes available discretionary funding to support unique projectsthat are impactful to the community.

The city communicates with residents through its “Recreation and Community Services” webpage on the City’s website to provide information and links to available programs.

The City has selected four key non-profitsto contract with for their delivery of core recreation and community services on behalf of the City. They are Sonoma Valley Boys and Girls Club, Sonoma Community Center, Vintage House, and the Sonoma Ecology Center. In addition, the City has recreation and community partnerships with the Sebastiani Theater,the Sonoma Valley Health and Recreation Association & Swimming Pool, Sonoma Valley Field of Dreams for sports fields, and Sonoma Overnight Support Homeless Shelter. The types of programs and the non-profit provider are summarized in Table 5-11.

Table 5-11: Recreation Services Programs and Service Providers Services Programs Location and Service Provider
Community
Facilities
Community center, banquet and meeting
rooms,teen center,senior center,swimming
pool,theaters, playing fields,skatepark,
gardens, playfields
Vintage House, Sonoma Community
Center, Sonoma EcologyCenter
Provider: SonomaValleyFieldof Dreams
Youth Programs For toddlersthroughhigh schoolstudents - afterschool programs,summer camps, youth
sports, art,media, video, environmental
education
Boys and Girls Club, Sonoma Ecology
Center, Sonoma Community Center
Provider: SonomaValleyFieldof Dreams
and Sebastiani Theater
Senior Programs Senior classes,social activities, physical fitness courses
Vintage House
AdultPrograms Aultsportleagues, adult general learning Sonoma Ecology Center, Sonoma Community Center
Cultural Arts and
Theater
Theater facilities arts programs and classes,
public artprograms
Sonoma Community Center
Provider: SonomaValley Museumof Art,
Sebastiani Theater
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Capacity to Provide Services 20 Source:City of Sonoma. 2018.

The City sponsorsseveral “heritage events” that celebrate the heritage of the City or County.

They include the financial sponsor for 4th of July Celebration and Fireworks, Valley of the Moon Vintage Festival, Bear Flag Celebration, and Mexican Independence Day. In addition, the City sponsors several “community events” such as Sonoma City Party, Cinco de Mayo, Plaza Lighting Celebration, Spring Egg Hunt, Hot Chocolate with Santa, and Sonoma Valley High School Homecoming Rally and Parade.

Owing to its many partnerships and sponsorships the City is able to address the needs of its residents for parks and recreation activities. This service model allows the city to meet the needs of its residents and to expand or reduce services as required.

Determinations:

5.17 The City owns and operates 17 parks and partners with several non-profits for recreational programs.

5.18 The City does not provide recreational activities directly but partners with and financially supports activities of several non-profits at its facilities.

5.19 Through its partnerships and sponsorships the City is able to tailor park and recreation activities to the needs of its residents and has the capacity to expand or reduce services as needed.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 1 6.FINANCIAL ABILITY TO PROVIDE SERVICE
The City of Sonoma provides both governmentalservices and enterprise services.

Governmentalservices include public works, fire, police, planning and building permit services, and parks. Governmentalservices are funded by a variety of taxes,most notably sales tax, property tax, and transient occupancy tax. Enterprise services, water and cemeteries, are funded directly by charges for services.

Revenues and expenses are detailed in audits and the budget. Audits represent actual amounts certified by an auditing firm. The most recent audit, completed in February 2021, was for FY18/19, just before the onset of COVID-19. While the audit numbers are the most reliable the effects of COVID-19may be seen in the FY21/22 budget.

The proposed FY 21/22 budgetfor the City of Sonoma includes a combined Operating and Capital Improvement Program (CIP) Budget of $39,876,288. The proposedGeneral Fund budget is $21,749,189 including transfers.With FY 21/22 General Fund revenues projected to be $20,324,330. still showing a loss of transient occupancy taxes and sales taxes,the general fund deficit is calculated to be $1,424,860. The American Rescue Plan will provide the City of Sonoma with approximately $1.32 million for FY 21/22, with a second equal payment for FY 22/23. With the one-time Federal Relief Funding the City will have a projected FY 21/22 GeneralFund Operating deficit of $178,000.

This analysis will compare the average revenue and cost allocations of the five years from FY 15 though FY19 to the most recent budgetthat will show how the City adjusted its finances to accommodate COVID-19.

6.1.General Fund
The FY 21/22 budget allocates $21.7 for the government activities operating expenses, and $3.4 million for capital projects. Prior to the Covid-19 pandemic Government activity revenue sources were as shown in Exhibit 6-1. The exhibit shows that a majority of the revenues, approximately 63%, were split between Transit Occupancy Tax (TOT), 24%, Sales Tax, 20% and Property Tax 19%.

Exhibit 6-2 shows the allocation of expensesforthe same five-yearperiod. As expected, public safety expenses are the highest at 60%. In succeeding years, the proportions of expenses have stayed relatively constant. For example,the FY 21/22 budget allocated 59% of all expensesfor law enforcement and fire protection.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 2 Exhibit 6-1: Average Revenue Sources General Fund FY 15-FY 19 Source:City of Sonoma. 2016,2017,2019a,2020a,2021a.

Operating
7%Capital
1%
Property taxes
19%
Transient
occupancy taxes
24%
Sales taxes
20%
Measure J
15%
Franchise taxes
3%
Other taxes and
revs
5%
State motor
vehicle
6%
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 3 Exhibit 6-2: Average Expenditure Allocation FY 15-FY 19 Source:City of Sonoma. 2016,2017,2019a,2020a,2021a.

6.2.Enterprise Funds
The FY 21/22 budget also allocates approximately $400,000 for cemeteries and $5.8 million for the Water Utility Operating budget.

General government
16%
Public safety
60%
Public works
13%
Community
development
7%
Culture and leisure
3%
Interest and fiscal
charges
1%
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 4 6.2.1.Water Fund
Exhibit 6-3 shows charges and expensesforwater fund. All but FY 21/22 values represent actual numbers; the data beyond FY 19/20 are unaudited, as the FY 18/19 audit was not published until early 2021. The exhibit showsthe revenues exceeded expenses.

Exhibit 6-3: Revenues and ExpensesWater Fund FY 17-FY 22 Source:City of Sonoma. 2020b, 2021e.

Water Rates
As part of preparation of the Fiscal Year 17/18 Water Utility budget, staff analyzed water rates and the finances of the Water Utility, as well as changes in laws governing water rates in California. The analysis showed that water purchase expenseswere expected to increase by approximately six per cent a year between FY 19/20 and FY 22/23.

Purchased water represents approximately 38% of Water Utility expenses. In addition, operating and maintenance expenseswere anticipated to increase four to five percent annually between FY 19/20 and FY 22/23.

The water rate adjustment study was completed in 2018. The study recommended a 7.5% annual rate increases beginning in FY 19/20 and continuing through FY 22/23. The increases ensured that the Water Fund would have adequate revenuesthrough FY 22/23.

The recommended rates are shown in Table 6-1. The table showsrates for a single-family residence, assuming the meter is either 5/8” or 3/4”. The rate consists of a base charge, based on the size of the water meter, and a consumption charge.

The City initially adopted the rates proposed in the Water Study. However,the City found that due to the COVID-19 pandemic and the drought revenueswould be reduced from the forecasted revenuesin the waterstudy. Consequently, in May of 2021 the City adopted $-
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
FY 17 FY 18 FY 19 FY 20 E FY 21 FY 22
Budget
Revenues/Expenses ($)
Fiscal Year
Revenues Expenses
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 5 increased rates shown in Table 6-1 and Table 6-2. The two-part rate consists of a rate by meter size and a separate rate for consumption. Table 6-1 showsthe residential rate based on meter size.

Table 6-1: Single Family Water Rates– Monthly Service Charges Meter Size FY 2021 FY 2022
5/8" $28.33 $30.46
3/4" $28.33 $30.46
Source:City of Sonoma. 2021b.

Table 6-2 showsrates based on consumption units of one thousand gallons used. The rates are effective on July 1, 2021 for Fiscal Year 2022 and July 1, 2022 for Fiscal Year 2023.

Table 6-2: Single Family Water Rates– Water Consumption Rates($/kgal) Tier FY 2021 FY 2022
Tier 1 0-2 kgal $5.75 $6.19
Tier 2 2-7 kgal $7.78 $8.37
Tier 3 > 7 kgal $9.17 $9.86
Note: 1 kgal = 1,000 gallons
Source:City of Sonoma. 2021b.

6.2.2. Cemetery Fund
Maintenance of the cemeteriesis funded through an endowmentfund dedicated to record the income received from Cemetery sales that is designated as endowment care. Each year the budget allocates $50,000 for maintenance of the City’s three cemeteries. Maintenance includes Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 6 the planting, cutting, watering, and care of lawns, trees, and shrubs; the cleaning and upkeep of buildings; and the maintenance of utilities, walls, roadways, and walks.

The primary challenge for cemeteriesis the lack of available space for additional burials.

Another challenge, as the condition of the City's cemeteries degrade, is additional maintenance needed every year. City staff resourcesfor cemetery maintenance are limited to one maintenance worker, with some assistance by other Public Works staff as needed. All cemeteries are constrained by financial limitations.

Exhibit 6-4 shows revenues and expensesforthe Cemetery Fund from FY17/18 to FY 22/23.

Values represent actual revenues and expenses published in the adopted budgets but unaudited. The most recent available audit is for FY 18/19 was released in early 2021. Values for FY 22/23 are budget estimates.

Exhibit 6-4: Cemetery Fund Revenues and Expenses FY 17-FY22 Source:City of Sonoma. 2021e.

The exhibit shows that expenses often exceed revenues. The fund addresses deficits through transfers from the GeneralFund. In FY 19/20 and FY 20/21 transfersin were approximately $90,000. The FY 21/22 budget has allocated $30,000 for a financial analysis ofthe Cemetery Fund to develop a plan for resolution of its deficit.

6.3.CapitalImprovement Plans (CIP)
The CIP includes projectsto improve the City's streets,sidewalks, bikeways, and storm drainage, watersystem, parks and open space, cemeteries, and City buildings. Many ofthe $-
$100,000
$200,000
$300,000
$400,000
FY 17 FY 18 FY 19 FY 20 FY 21
Estimated
FY 22
Budget
Revenues / Expenses ($)
Fiscal Year
Revenues Expenses
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 7 water CIPs were identified in the 2018 Water Master Plan Update. The plan identified projects to:
• strengthen the City's ability to reliably supply potable water; • protect the City's potable watersupply against emergencies; • promote public safety by addressing systempressure and fire flow deficiencies; and • minimize life-cycle costs by planning for the cost-effective renewaland replacement of aging watersystemcomponents.

Due to the fiscal crisis associated with the coronavirus pandemic, the near-term CIP budget minimizes City general funds and reflects reduced estimatesfor otherfunding sources. Funding for projects in Year 1 of the CIP is part of the City's annual budget process. Projectswith funding in years 2-5 of the CIP are approved on a planning basis only.

In FY 21/22 the City anticipates funding $3.76 million in five areas. They include transportation, creeks and drainage, water, parks, and buildings and facilities. Proposed projects include $2 million for water metersystemupgrades, which is expected to be offsetfrom other financing, and $70,000 for electric vehicle charging stations.

The City also has a five-yearCapital improvement Plan, beginning in FY 21/22 and extending to FY 25/26. The Table 6-3 shows the numberof projects in each category and the total 5 year estimated cost.

Table 6-3: Summary of FY 21/22 to – FY 25/26 Capital Improvement Projects.

Funding Type
Number of
Projects
5 Year Cost
Transportation 7 $5,008,833
CREEKS & DRAINAGE 4 $5,128,800
WATER 1 $5,128,800
PARKS 6 $625,921
BUILDINGS & FACILITIES 4 $1,336,400
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 8 TOTAL 22 $19,485,487
Source:City of Sonoma. 2021e.

Table 6-4 showsthe funding sources for capital improvement projects. It identifies funding that is restricted as well as requiring a local match.

Table 6-4: Summary of Capital Improvement Funding Sources Funding Source34
Revenue Source Restricted Uses Maintenance of Effort
(MOE) or Local Match?
General Fund Generaltaxes and fees Unrestricted No
Measure M TrafficRelief Act
for Sonoma County
County-wide 1/4cent
salestax for
transportation. Endsin
Maintenanceof local
streets and roads
Yes,MOE. 6.33%of local fund
expendituresmustbe for
transportation purposes. City is
Gas Taxes
Revenueallocated by
the State
Any streetor road
purpose. Itis best
practice to focus on
maintenance and
rehabilitation costs only.

No
Road Maintenanceand
Rehabilitation Account
(RMRA): SenateBill [SR) 1
Revenueallocated by
the State
Road maintenance and
rehabilitation,safety
projects, "complete
street" components, and
traffic control devices
Yes,MOE.Mustspend atleast
$250,663ofGeneral Fund
annually forstreet,road, and
highway purposes. City is not
proposing to meetthe MOE in
FY20 21
Water Fund City water customers Watersystem
operations,
No
Community Development
Block Grant(CDBG)
Federal Housing and
Urban Development
ADA Self-Evaluation,
Transition Plan, and
Yes, localmatch of $20,000 of
General Fund.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 9 Proposition 68:California
Parks, Environment, and
Water Bond
Per CapitaGrant
Program
Local park rehabilitation,
creation, and
improvement
Yes,MOE.Generally,the City is
required to notreduce the
amountof funding otherwise
available to be spenton parks
based on the pastthree fiscal
years
County-wide 1/8cent
salestax for parks
Parksrelated
maintenanceand projects
Sonoma County Parks Yes,MOE.

Improvement,WaterQuality
Quimby Act Funds Developmentfeesfor
park improvements
Newand rehabilitation of
existing parks and
recreationalfacilities
No. Feesmustbe returned if
not "committed"within 5
years.

Source:City of Sonoma. 2021e.

6.4.Long-Term Liabilities – Employee Retirement Benefits The City’s net pension liability in FY 18/19 decreased to $14.5 million. This obligation remains larger than the sum of all otherbond and long-term liabilities combined.

In 2012, the City sold pension obligations bondsto pay off unfunded pension liability from CalPERS. The bonds were recently paid off, allowing the City to allocate $400,000 to remaining pension liabilities or a pension prepayment program.

6.5.Reserves
In 2019, the City Council updated the City’s Financial Reserve Policy to maintain stable reserve levels for the GeneralFund and formalized reserve policies for the Water Fund. The following summarizes the GeneralFund and Water Fund reserve policies.

6.5.1.General Fund Reserves
General Fund Operating Reserve – The operating reserve representstwomonths annual operating expenses,roughly 17% of annual operating expenses. The purpose is to provide funding to evaluate alternatives in the eventof financial hardships, provide resourcesin times of economic uncertainties and downturns, and to provide funding due to unexpected expenditures and/or reductions in revenues.

General Fund Emergency Reserve – The Emergency reserve is funded at a minimum of $1.5 million. The purpose is to provide operating and/or repair funds in the eventof a local disaster or catastrophic event.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 10 General Fund Special Projects Reserve - The special projects reserve has no dedicated funding source. Funding is at the discretion of City Council and financial resources. This reserve funds capital improvements,special studies, updatesto the General Plan, and special transportation projects.

General Fund Unassigned Reserve – The fund consists of residual GeneralFund balance not classified above and available forspending. These funds are unassigned.

Although the City was required to use reservesto covershortfalls in FY 20/21 and again in FY 21/22. The FY 21/22 budget anticipates a reserve fund balance of $8.6 million. That includes a contribution of $1.3 million from Federalrelief funds.

6.5.2.Water Utility Fund Reserves
The Water Utility has three categories of reserves. They include an operating reserve, a capital reserve, and a rate stabilization reserve.

Water Utility FundOperating Reserve - The purpose of the Water Utility Fund Operating Reserve is to provide working capital to support the operation, maintenance, and administration of the City’s Water Utility Fund, ensuring that cash flow needs of normal operations are met. Beginning with fiscal year 2018/19, the City established an Operating Reserve target level equal to two months or 17% of operating and maintenance expenditures.

The Water Utility Fund Operating Reserve can cover any significant unanticipated or mandated expenditures which cannot be deferred or efficiently funded by borrowing.

Water Utility Capital Reserve - The purpose of the Capital Reserve is to cover any unexpected and unplanned infrastructure repairs and replacements not included in the Capital Improvement Plan (CIP) annual budget.

Water Utility Fund Rate Stabilization Reserve - The Water Utility Fund Rate Stabilization Reserve is to be used during periods of short-term revenue shortages due to economic recession, drought, or other causes, to alleviate the need to quickly implement substantial rate increases.

Beginning in Fiscal Year 2018/19 the Water Utility Rate Stabilization Reserve target level is 11% of annual Volumetric Charge revenue. The Water Utility Rate Stabilization Reserve will be increased by 1% every year, until it reaches a targeted 15% percent of the annual Volumetric Charge revenue.

Use of the Water Utility Fund Rate Stabilization Reserve requires a simple majority vote of the City Council. The City must reimburse the Reserve as soon as fiscally possible.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 11 6.6.Debt Service
In addition to the debt financing associated with the formerCommunity DevelopmentAgency, the City has responsibility for the following:
2008 Clean Renewable Energy Bonds – They are used for photovoltaic (solar) projects at the Police Station and Corporation Yard. In 2007, the City submitted applications to the United States Internal Revenue Service (IRS) for allocation of Clean Renewable Energy Bonds (CREBs).

The IRS awarded the City $1,156,000 to finance the solar paneling project at four different municipal facilities within the City limits. Principal installments of $41,749 are made on December15 of each year, with the final installment due on December15, 2024. 2012 Pension Obligation Bond — These bondswere used to purchase unfunded pension liability and to finance them at a lower cost than charged by CalPERS. The issuance of a POB was a method of fulfilling the City's existing obligation to California Public Employees Retirement System (CaIPERS) in a more cost-effective manner at a lower interest rate than paying at the CaIPERS interest rate of 7.5%. In late 2012, the City issued Taxable Pension Obligation Bonds in the amount of $2,925,000. These bonds allowed the City to reduce the payoff period by 5 years, reduce the interest rate from 7.5% to 3.8% (average rate over 9 years), and reduce the CaIPERS employer rate from 15.350% of payroll to 12.330% of payroll. As a result, the City saw an overall cost savings of approximately $469,000 over a nine-yearperiod. The Pension Obligation Bond was paid off in FY 20/21.

6.7.RedevelopmentAgency
The City of Sonoma is the successor agency of the former Sonoma Community Development Agency,the Sonoma redevelopment agency (RDA). The successor agency is responsible for winding down the dissolved RDA’s affairs, including making payments due for enforceable obligations such as bond debt and performing obligations required by enforceable obligations, disposing of the dissolved RDA’s assets, and remitting unencumbered balances off the dissolved RDA to the County Auditor-Controller for distribution to the affected taxing entities.

The City allocates a separate fund in its budget forsuccessor agency expenditures. All expendituresmust be approved by the state Departmentof Finance as an approved obligation prior to disbursement. Approval of the annual Recognized Obligation Payment Schedule accomplishes this requirement. For FY21-22 the City allocated $3.3 million.

6.8.COVID-19 Impacts
The onset of COVID-19 had a profound effect on the City’s finances. The COVID-19 pandemic is significantly impacting the local economy, City revenues, and the services provided. The City’s economy is tourist based so COVID-19 caused a big drop in hotel and sales taxesfor the 4th Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Financial Ability to Provide Service 12 quarter of FY 19/20 that resulted in a budgetshortfall of over $2 million. The shortfall was addressedwith steep spending cuts and the deferral of one-time capital projects. Those changes reduced the operating deficit to $650,000 which was funded by reserves.

The pandemic also forced the City to look beyond the most recent budget year. Beginning with the FY 20/21 budget,staff presented a five-yearforecast for the general fund to help to assist the City Council with its budget deliberations. The five-yearforecastis used to assessthe need to use reserves and determine when the City will begin to see a recovery with a return to a balanced operating budget.

Determinations:

6.1 In FY 21/22 the City Council allocated a budget of $21.7 million. The City’s economy depends on tourism, so the major revenue sources are sales tax, 20%, and transient occupancy tax, 24%. Property tax adds another 19% ofthe revenues.Nearly 60% of expenses are allocated for law enforcement and fire protection.

6.2 The City also operatestwo enterprise funds, water and cemeteries, whose main source of revenue is charges. The City provides potable water to some 4,400 connections. The water fund revenues average nearly $6 million. The City operates and maintains three cemeteries. The FY 21/22 budget estimates Cemetery Fund revenues as $371,000 and expenses as $354,000.

6.3 In 2018 the City conducted a water rate study and determined the need to raise rates overa five-yearperiod to cover anticipated cost increases in purchased water. Residential rates depend on the size of the meteralong with a usage fee. The current rate for a residential meter is $30.46 base rate plus the usage fee based on consumption of 1000 gallons per month.

6.4 The City has adopted a five-year capital improvement plan, extending from FY 21/22 to FY 25/26. The plan identifies 22 projects at a cost of $19.5 million.

6.5 The City maintains reservesthat are used to addressshortfalls in operating expenses. The City has established policies to maintain reserves. Current reserves are approximately $7.3 million.

6.6 The City has one outstanding long-term debt. In 2007 the City was awarded $1,156,000 to finance a solar paneling project at four differentmunicipal facilities within the City limits. Their share, in the form of a bond,requires payments of $41,749 due on December 15 of each year, with the final installment due on December15, 2024.

6.7 Sonoma addressed a portion of its employee pension obligations through the issuance of a bond. The bond allowed the City to cover its pension obligations at a lower interestrate. The bond required an annual payment of approximately $400,000. It was paid off in FY 20/21.

6.8 The City of Sonoma is the successor agency of the former Sonoma Community Development Agency,the Sonoma redevelopment agency.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Status of and Opportunities for Shared Facilities 1 7.STATUS OF AND OPPORTUNITIES FOR SHARED FACILITIES
This section discusses shared facilities with other agencies as well as management efficiencies.

The City works cooperatively with a number of agencies to provide services. The City contracts out for law enforcement,fire protection, wastewater collection and treatment, and the city attorney. Although the City operates and maintains parks and community facilities, the City contracts for recreation programs and community activities.

The City receives EMS services as a member of the Sonoma Valley Fire and Rescue Authority (SVFRA). The SVFRA is funded by the Valley of the Moon Fire Protection District and the City of Sonoma. The costs are split 57% for the City and 43% for the District. Each agency maintains its respective capital and replacement budgets for facilities and large equipment.

Although the City does not have recreation programs, residents enjoy programs provided by non-profit organizations. The City has provided annual grant funding to key non-profitswhich over time became known as the “Tier 1” non-profits. Through these long-term partnerships, the City and its residents have experienced cost savings through the avoidance of creating a City departmentwith appropriate staffing devoted to recreational and community programs.

In addition, the City partnered with the Sonoma Valley Chamber of Commerce on a Tuesday Night Market. Owing to the pandemic an added challenge was how to comply with public health guidelines. The City was able to meet that challenge and residents now attend a Tuesday Night Market.

Other partnerships include Sonoma Overnight Support to seek a long-term strategic approach and solutions to homelessnessin Sonoma. The City works with the Sonoma Valley High School (SVHS) Support group to fund Crossing Guard Services and Grad Night at SVHS. The City also supports the Sebastiani Theatre and funds a contract to make the theater ADA accessible.

The City also works cooperatively on economic development. The City has an agreementwith the Chamber of Commerce for Business and Economic Vitality Services. In addition, the City has an agreement with the Sonoma Valley Visitor's Bureau (SVVB) at an annual cost of $100,000.

The agreementis being renewed for a three-yearterm beginning July 1, 2021.

7.1.Management Efficiencies
Management efficiencies contribute to cost reduction and more efficient service delivery.

Management efficiencies can be measured through planning activities. The City has its General Plan, Urban Water Management Plan (UWMP), and Emergency Operations Plan (EOP). It is in the process of developing a strategic plan and passes an annual budget, which is a financial plan.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Status of and Opportunities for Shared Facilities 2 In 2018 the City retained a consultant to update the City's existing 2011 Water Master Plan by incorporating watersystemprojects that the City has completed since 2011; revising water supply and demand data; and identifying proposed watersystemimprovement projectsfor inclusion in the City's Capital Improvement Program.

The Water Master Plan report includes an evaluation of the City’s water distribution system, infrastructure based on available data, and planning information for current and future conditions. Generally,the Water Master Plan Update provided the City with a roadmap for the managementof its potable watersystem. As a result of the plan the City was able to schedule rate increases through FY 22/23 to ensure there were sufficient revenuesto operate the water system.

The City developsthe EOP with support from the fire department. It establishes policies, procedures, and assigns responsibilities to ensure the effective managementof emergency operations within the City of Sonoma. It provides information on the City of Sonoma emergency managementstructure and how the emergencymanagementteam is activated.

The City also adopts an annual budget, which is the spending plan for the upcoming fiscal year.

Like most agencies the pandemic caused the City to reassesstheir emergency financial planning. As part of the budget process city staff now produces a five-yearfinancial forecast that supportsthe proposed budget.

Determinations:

7.1 The City works cooperatively with a number of agencies to provide services. The City contracts out for law enforcement,fire protection, wastewaterservices, and the city attorney.

The City works cooperatively with the Chamber of Commerce and the SVVB. Although the City owns and operates parks within its jurisdictional boundaries, the City contracts for recreation programs and community activities.

7.2 Management efficiencies contribute to cost reduction and more efficientservice delivery.

Management efficiencies can be measured through planning activities. The City has its General Plan, Water Master Plan, Urban Water Management Plan, and Emergency Operations Plan. In addition, the City adopts an annual spendingplan, the budget,supported by a five-year financial plan.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Accountability and Governance 1 8.ACCOUNTABILITY FOR COMMUNITY SERVICE NEEDS, INCLUDING

GOVERNMENT STRUCTURE AND OPERATIONAL EFFICIENCIES
The City of Sonoma is a General Law city formed in 1883. It operates under the Council/ Manager form of government. An elected City Council oversees all municipal operations. The five members of the Council are elected to four-yearstaggered terms. Each memberof the City Council is offered a stipend of $300 per month. In addition, council members are eligible for full health, dental, and vision care for themselves and their dependents.

The City Council meets on the first and third Wednesday of each month at 6:00 p.m. in council chambers. City Council meetings are conducted in person and on Zoom. Persons attending the meeting in person are required to wearface coverings over their nose and mouth for the duration of the meeting regardless of vaccination status.

City Council meetings are also broadcast live on Sonoma TV Channel 27 and streamed live on the website. Meetings are noticed and held according to the Brown Act.

The City communicates with residents via its weekly e-newsletter “About Town” and its website. It also encourages residents to subscribe to meeting agendas and minutes for the City Council and City Commissions via its Civic Web portal (https://sonomacity.civicweb.net/Portal).

Through the Portal residents can subscribe to the GeneralCity Updates and City E-Newsletters, private development projects updates,special events at Plaza and Depot Park, Housing Our Community, E-NewsUpdatesfor Cannabis Regulation and Cannabis Retail RFP, Public Works Department Updates and Fryer Creek Pedestrian & Bicycle Bridge. Residents can also communicate with the City via Facebook as the City maintains a Facebook account.

In addition, residents can participate on a number of commissions and committees. They include the Community Services & Environmental Commission, the Cultural & Fine Arts Commission (CFAC), the Design Review & Historic Preservation Commission, the Traffic Safety Committee, and the Planning Commission. Residents are appointed by the City Council to these commissions. In addition, the Community Services & Environment Commission appoints residents to the Tree Committee.

The Community Services and Environment Commission advises the City Council on matters related to the preservation and enhancement of parks, recreational facilities, open space and the natural environment and reviewsmajor Plaza Use applications.

The Commission appoints two of its membersto the Tree Committee. The Tree Committee consists ofthree memberstotal, one of which is a certified arborist. The role of the Tree Committee is to preserve and properly maintain both public and private treeswithin the City as set forth in the Sonoma Municipal Code.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Accountability and Governance 2 The role of the CFAC is to develop and establish a balanced arts and cultural program that promotes, enriches, and advances the cultural and fine arts community.

The goal of the Design Review and Historic Preservation Commission is to protect the architectural heritage of Sonoma and promote excellence in town design through its review of proposed projects and developments.

The Traffic Safety committee reviews proposed solutions to neighborhood traffic safety issues by City residents. It advises the City Council on physical improvements proposed as solutions to those issues.

The Planning commission prepares,revises, and implements the comprehensive long-term General Plan for the physical development of the City and surrounding areas. It conducts hearings and makes decisions and/or recommendations on a variety of land use applications.

Table 8-1 summarizes the commission, committee memberships, and meeting times.

Table 8-1: Commission and Committees of the City of Sonoma Committee/Commission Members Meets Restrictions
Community Services & EnvironmentCommission 7 +
Alternate
6 P.M. 2nd
Wednesday
6 must be city residents
Cultural & Fine Arts Commission 7 +
Alternate
As needed
Design Review & Historic Preservation Commission 5 6 p.m. 3rd Tuesday 4 must be city residents Traffic Safety Committee 5 As needed 4 must be city residents Planning Commission 7 6 p.m. 2nd Thursday 6 must be city residents Tree Committee 3 incudes
Arborist
Appointedby Community
Services & Environmental
Commission
Source:City of Sonoma.2021d.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Accountability and Governance 3 In addition, there are a number of regional/valley committees and commissions. The City Council is authorized to make appointments to the following regional committees and commissions.
• Sonoma Valley Business Advisory Commission
• Oversight Board of the Successor Agency of the Former RedevelopmentAgency of the City of Sonoma
• Sonoma Community Housing Corporation Board
• Sonoma County Library Commission
• Marin/Sonoma Mosquito and Vector Control District Board • County-Wide Bicycle and Pedestrian Advisory Commission • Sonoma County Sustainable GroundwaterManagementAdvisory Committee • Sonoma Valley Citizens Advisory Committee
The City is staffed by 41.88 full-time equivalent employees(FTE’s). Exhibit 8-1 shows an organizational chart for the city. The Exhibit shows the services provided by the City as well as those that are provided by contract. Contract services include City Attorney,fire, law enforcement, code enforcement, economic development, and recreation activities.

The City Managerserves as the Chief Executive Officerof the City, providing management and direction for all City programs and administration. Specific City Manager responsibilities include preparing City budgets and City Council agendas, analyzing legislation, providing intergovernmentalrepresentation, and implementing City Council policies.

Determinations:

8.1 The City is a general law city governed by a five-member city council elected to four-year staggered terms. City Council members are eligible for a stipend of $300 per month and healthcare for themselves and their dependents.

8.2 The City Council meets on the first and third Wednesday of each month at 6:00 p.m. in council chambers. Meetings are noticed and held according to the Brown Act.

8.3 The City encourages residentinvolvement on a numberof city committees and commissions as well as regional committees and commissions.

8.4 The city communicates with its residents via its weekly e-newsletter “About Town”. It also encourages residentsto subscribe to electronic agendas and minutes of the Council as well as its committees and commissions.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Accountability and Governance 4 8.5 The city is staffed by 41 full time employees and some part time employees. It provides many key services through contracts. The City contracts for law enforcement,fire, economic development, wastewater,solid waste collection, the City Attorney, code enforcement, and recreational services.

Agenda Item #6.1:

4 Exhibit 8-1: City of Sonoma Organizational Chart
Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review LAFCO Policies 1 9.MATTERS RELATED TO EFFECTIVE/EFFICIENT SERVICE DELIVERY, AS REQUIRED BY

COMMISSION POLICY
In Sonoma County, City boundaries are limited by voter-approvedUrban Growth Boundaries (UGBs). Sonoma LAFCO policy generally sets City spheres as coterminous with UGBs.

The City of Sonoma has a numberof areas that are currently within the sphere and the UGB that have yet to be annexed to the City. These include two parks; several areas that are substantially developedwith suburban/rural residential development; a large, developed unincorporated island; and one area with larger parcels suitable for new development(at the City’s southern gateway). Should the City choose to annex them, Commission policies regarding annexationswould apply.

There is one additional area in the sphere but outside the UGB. Since the area does not fit the definition of a sphere, because the city will not likely serve that area, Sonoma LAFCO sphere policies would apply to remove the area from the sphere.

There is also the area outside the eastern boundary ofthe City that receives waterservice from the City. The area is subject to the out of area service policies of LAFCO, as well as City policies regarding extension of services outside of City limits.

The City has expressed interestin annexing an island in the south part of the city. If so, then LAFCO’s island annexation policy would apply. To qualify, the island must be 150 acres or less, and substantially surrounded by the City (75%), with fewerthan 12 registered voters.

A prime candidate is Train Town, an island of un-annexed property that is developedwith an amusementpark on Highway 12/Broadway at the south end of the City. While it is clearly preferable to have the property owner consent to annexation, the annexation could proceed absent property ownersupport if the City requests annexation using the island annexation provision in Cortes-Knox-Hertzberg, in tandemwith the Master Property Tax Exchange Agreementin place in Sonoma County.

Determinations:

9.1 Expansion of the City is limited by the voter-approvedUrbanGrowth Boundary ordinance.

Sonoma LAFCO policy generally sets City spheres as coterminous with UGBs.

9.2 The City of Sonoma has a number of areas that are currently within the sphere and the UGB that have yet to be annexed to the City. These include two parks; several areas that are substantially developedwith suburban/rural residential development; a large, developed unincorporated island; and one area with larger parcels suitable for new development(at the Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review LAFCO Policies 2 City’s southern gateway). Should the City choose to annex them, Commission policies regarding annexationswould apply. LAFCO sphere policies apply to remove areas from the sphere that are not likely to be served.

9.4 Out of area service policies apply to the area outside the eastern boundary of the City that receiveswaterservice from the City.

9.5 The Train Town unincorporated island can be annexed if the City applies to LAFCO and follows provisions in the state code and LAFCO island annexation policies, with or without property owner consent.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Sphere of Influence Considerations 1 10.SPHERE OF INFLUENCE CONSIDERATIONS
The Sphere of Influence (SOI) is defined as the plan for the probable physical boundaries and service area of a local agency. CKH provides for a review of the sphere of influence every five years as necessary. The Commission is required to make determinations in five specific areas.

Present and planned land uses in the area, including agricultural and open space lands: This consists of a review of current and planned land uses based on planning documents to include agricultural and open-space lands.

Present and probable needfor public facilities and services: This includes a review of the services available in the area and the need for additional services.

Present capacity of public facilities and adequacy of public services provided by the agency: This section includes an analysis of the capacity of public facilities and the adequacy of public services that the City provides or is authorized to provide.

Social or economic communities of interest: This section discusses the existence of any social or economic communities of interest in the area if the Commission determines that they are relevant to the City. These are areas that may be affected by services provided by the City or may be receiving services in the future.

Present and probable needfor servicesto disadvantaged communities: Beginning July 1, 2012, the commission must also considerservices to disadvantaged communities which are defined as populated areas within the SOI whose median household income is less than or equal to 80 percent of the statewide median income.

In addition, the City of Sonoma is constrained by the urban growth boundary (UGB). The UGB puts a limit on how far the city can expand and was created to prevent urban sprawl and encourage sustainable growth. Sonoma’sUGB was established by voters on November7, 2000, for a 20-year period. In 2020 voters agreed to extend it until 2040. Exhibit 10-1 showsthe current UGB, city boundary, and SOI. As shown the SOI extendsfrom the City limit to the UGB in most areas.

There are several areas that are eligible for annexation within the existing SOI/UGB boundaries. These include two parks; several areas that are substantially developedwith suburban/rural residential development; a large, developed unincorporated island; and one area with larger parcels suitable for new development at the City’s southern gateway.

More specifically, there are seven areas within the City’s sphere of influence and Urban Growth Boundary that have not yetbeen annexed to the City. These areas are:

Maxwell Farms Regional Park – A County Regional Park at the northwestern corner of the City’s SOI.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Sphere of Influence Considerations 2 Exhibit 10-1: Sphere of Influence Land Use Designations Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Sphere of Influence Considerations 3 Montini Open Space Preserve – A preserved open space area that includes active farming and open space developedwith hiking trails, to the north of the City straddling 1st Street West.

Denmark Street/Garry Lane – A “notch” of un-annexed area to the east of the City, substantially developedwith suburban/rural residential uses.

Four Corners – Un-annexed properties primarily at the intersection of Highway 12/Broadway and Napa Road, including a parcel at Napa Road and 5th Street East.

Train Town – An island of un-annexed property that is developedwith an amusement park, on Highway 12/Broadway at the south end of the City.

Harrington Drive – A set of un-annexed parcels on eitherside of Harrington Drive, north of the Napa Road and 5th Street West intersection. This area is substantially developed with suburban rural residential development, withmany propertiesreceiving municipal services (waterand/or sanitary sewer)through Outside Service Area Authorizations.

There is one area north of the city limits and outside the UGB. The land use designation is Resources-Rural. By definition, the area is not intended for urban development. The UGB would also limit the expansion of the City to that area. In order to annex that area, the City would have to revise the UGBor wait until 2040 when the UGBis up for reaffirmation. Since that area is not likely to be developed or be part of the City in the near future, it could be dropped from the SOI. The SOI would then be limited to the area between city limits and the UGB unlessthe City can demonstrate some specific interests in retaining the area in the SOI.

Discussion of factors:

Present and planned land uses in the area, including agricultural and open space lands:

Exhibit 10-1 showsthe current land uses in the sphere. The area to the northwestis designated as Park, in the southwestthe sphere is designated as Rural Residential, to the south the sphere includes Commercial development, and to the east the sphere areas are designated as Mobile Home Park.

Present and probable needfor public facilities and services: The area designated as “Park” is a valuable addition to the City’s need for parks and open space. None of the areas within the current SOI receive municipal services. All of the areas are adjacent to City territory and the waterservice area. If annexed these areas would all require municipal services.

Present capacity of public facilities and adequacy of public services provided by the agency:

As indicated in previoussections the City has the capacity to provide adequate services to these areas.

Social or economic communities of interest: Since all the areas are adjacent to the City of Sonoma, the City would be considered a community of interest.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Sphere of Influence Considerations 4 Present and probable needfor servicesto disadvantaged communities: As discussed in Chapter 4 the disadvantaged communities lie within the City and receive the full complement of city services.

It is recommended that Sonoma LAFCO reaffirm the current SOI as it adequately representsthe probable extentof the City and city services. As there is no change in the sphere the action of the commission to reaffirm the current SOI is exemptfrom CEQA by way ofthe commonsense exemption.

Determinations:

10.1 The Sphere of Influence of the City, which is coterminous with the City’s Urban Growth Boundary, is not recommended for amendment.

Agenda Item #6.1:

Sonoma LAFCO – City of Sonoma
Public Review Draft Municipal Service Review Recommendations 1 11.RECOMMENDATIONS
The City is unique in that it partners with several other agencies to provide urban services.

Most notably recreation programs are provided through a partnership with non-profit organizations. In addition, the City contracts for fire and emergency medical services, and for public safety services(police).

Given these circumstances, the City might consider other partnerships in the Sonoma Valley region that might prove beneficial to both City and Valley residents. These partnerships could take the form of other contracts forservices,reorganizations with other existing local government agencies, or a grander expansion of the City’s territory to include parts of the Valley that are largely developed as urban/suburban areas. Expansion beyond the UGBwould require approval of the voters to expand the UGB to include those areas.

For example,some level of partnership between the City, the Valley of the Moon Water District, and the Sonoma Valley Sanitation District, and the Sonoma Valley Groundwater Sustainability Authority might prove valuable in effectively and efficiently managing water resources region wide.

There are seven areas within the City’s sphere of influence and Urban Growth Boundary that have not yet been annexed to the City as identified in the Sphere section. It is recommended that the City take action to facilitate annexationsin several of these areas, or otherwise considerseeking removal of territory from the City’s Sphere of Influence. Specific recommendations include:

Maxwell Farms Park and Montini Open Space Preserve areas: The City is unlikely to annex the Maxwell Farms Park absent a broader reorganization involving addition of substantial areas of The Springs communities to the City. If so, the area could be removed from the sphere of influence or left in place in anticipation of the consideration of a reorganization.

The Montini Open Space Preserve should be annexed to the City and added to its holdings of parks and recreational land. Given that the City has not pursued annexation for many years, afterseeking a sphere amendmentto add the Open Space Preserve,the City should consider filing for annexation, or seeking a sphere amendmentto remove the Preserve fromthe SOI.

Denmark Street and Harrington Drive areas: Given that these areas are largely developed, with only limited new development potential, the City has not generally pursued annexations in either area, absent those sought by individual property owners.

Given the prevalence of existing and requestedOutside Service Area Authorizations Agenda Item #6.1: