Request_for_Proposals_for_Water_Loss_Control_Program_Design_&_Technical_Services_(Addendum_#1_Revision).pdf

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Attached to
Request for Proposals for Water Loss Control Program Design & Technical Services
Solicitation number
RFP No. WT-0243
Issued by
Santa Cruz County, San Francisco City, California

About this file

This is a Request for Proposals (RFP No. WT-0243) issued by the City of Santa Cruz Water Department for professional and technical services to update its Water Loss Control Program. The project focuses on evaluating the current regulatory environment and assessing the feasibility of achieving customized Water Loss Performance Standards by 2028 in compliance with California Water Code 10608.34, Executive Orders B-37-16 and B-40-17, and Senate Bill 555. The scope of work requires applicants to apply American Water Works Association (AWWA) M36 standards for water audits and loss control programs while integrating innovative technological approaches and data analytics. Key deliverables include regulatory compliance and planning analysis, data systems support and program development, reporting support evaluation for a new Leak Registry Program, and miscellaneous technical assistance. All work must be completed within calendar year 2026, with potential continued support in Fiscal Years 2027 and 2028. Questions must be submitted by 5:00 p.m. on Friday, April 17, 2026, with proposals due electronically through the City's e-Procurement Portal by 4:00 p.m. on Friday, April 24, 2026. A Notice of Intent to Award is anticipated on May 15, 2026. No pre-proposal meeting will be held for this RFP. The contract term is three years with potential annual renewal options.

Proposers must submit detailed cost proposals including direct labor, overhead, fringe benefits, profit, subcontractor costs, and other direct costs such as materials, supplies, taxes, and travel. The evaluation committee will score proposals based on adherence to RFP requirements (5 percent), firm background information (5 percent), qualifications and experience (20 percent), technical approach and work plan (30 percent), cost proposal (40 percent), and references (5 percent). Minimum qualifications require three years of experience with water loss control programs and AWWA Certified Water Audit Validators as principal project staff. The City of Santa Cruz offers local business preferences, including a 2 percent preference for businesses with an office and at least one employee in Santa Cruz and an additional 4 percent preference for locally owned businesses with at least 50 percent ownership residing in Santa Cruz County. No incumbent vendor has been identified, and no specific funding amount or budget range is disclosed. Proposers must complete non-collusion declarations and California Levine Act disclosure statements regarding contributions to City Officers exceeding $500 in the 12 months preceding proposal submission.

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Request for Proposal

No. RFP No. WT-0243

FOR

REQUEST FOR PROPOSALS FOR WATER LOSS CONTROL

PROGRAM DESIGN & TECHNICAL SERVICES

Contact: Katy Fitzgerald, Management Analyst

Email: kfitzgerald@santacruzca.gov

RESPONSE DEADLINE: April 24, 2026, 4:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://procurement.opengov.com/portal/santacruzca

City of Santa Cruz

Request for Proposals for Water Loss Control Program Design &

Technical Services

I. GENERAL INFORMATION FOR PROPOSERS

II. PROPOSAL SUBMITTALS

Attachments:

A - RFP No. WT-0243 Water Loss Control Program FINAL

#RFP No. WT-0243 Title: Request for Proposals for Water Loss Control Program Design & Technical Services

1. GENERAL INFORMATION FOR PROPOSERS

1.1. Contact

If you have any questions concerning this solicitation, please ask questions utilizing City’s e-Procurement

Question & Answer feature. This RFP document may be downloaded from the City’s e-Procurement

Portal at https://procurement.opengov.com/portal/santacruzca/projects/190150. For technical assistance, contact OpenGov using the real-time chat feature on the Portal (located in the lower right-hand corner of the screen), or via email at procurement-support@opengov.com for support. All questions must be received by 5:00 pm on Friday, April 17, 2026.

1.2. Proposal Submittal Due Date

Proposals are due no later than 4:00 pm on Friday, April 24, 2026, to guarantee review. Proposals received after the deadline will be deemed non-responsive. All proposals will be submitted via City’s e-

Procurement Portal at: https://procurement.opengov.com/portal/santacruzca/projects/190150.

Proposers take full responsibility for City’s receipt of its Proposal. The City will not be liable for any expenses incurred by Proposers in responding to this solicitation, including but not limited to any costs associated with interviews.

It is the responsibility of the Proposer to ensure that electronic submittals are received by the City prior to the deadline.

1.3. Pre-Proposal Meeting

A pre-proposal meeting will not be held for this RFP.

1.4. Responsiveness and Responsibility

When determining the Responsiveness of the proposal, the City may consider any of the following but not limited to:

A. Proposal received on time and completed per instructions.

B. Proposal contains required contents, forms and signatures submitted in accordance with RFP instructions.

C. Proposal is compliant with specifications and industry standards.

When determining the Responsibility of the Proposer, the City may consider any of the following but not limited to:

A. Possession of industry standard licensing and/or certifications.

B. Financial capacity of the Proposer.

C. Experience or past performance of the Proposer.

D. Use of Subcontractors / Subconsultants.

E. Past, Present and Pending Legal Actions.

F. Exceptions with City’s Terms and Conditions.

https://procurement.opengov.com/portal/santacruzca/projects/190150 https://procurement.opengov.com/portal/santacruzca/projects/190150 mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/santacruzca/projects/190150

G. Anticipated adherence with Project delivery schedule.

H. Ability to respond to City’s inquiries for proposal clarification.

Proposers have the right to take exception to the specifications or terms and conditions of this RFP, however, such exceptions may deem the proposal non-responsible. Any exceptions taken must be explained in the proposal and submitted by the submittal due date. Any exceptions that contradict the

City’s terms and conditions or contain provisions that are not in the best interest of the City will disqualify the Proposer. If exceptions are not explained, the Proposer will comply with the specifications as stated in this RFP. Exceptions submitted after the proposal due date will not be accepted.

The City reserves the right to reject any or all proposals and to waive any informality or minor defect in proposals received.

1.5. Definitions

In this RFP document:

A. “Proposer” means contractor, firm, supplier, vendor, or consultant submitting a proposal to this

RFP.

B. “Proposal” means the complete submittal of Proposer to the City in response to this RFP, including any written documentation and oral interview responses.

C. “Subcontractor” means those performing any portion of the services as subcontractors, vendors, suppliers, and other business entities and individuals that is not the Proposer.

D. “Key Staff”, if required, means the employees of the Contractor or subcontractor(s) that will provide project leadership or expertise in lead technical services and are considered essential to the success of the Project.

E. “Contract” also means Purchase Order or Agreement.

2. PROPOSAL SUBMITTALS

2.1. Proposal Response*

By confirming, the proposer is affirming to the following:

The proposer, upon acceptance, agrees to furnish the following in accordance with the specifications and terms and conditions per City of Santa Cruz “Request for Proposals for Request for Proposals for

Water Loss Control Program Design & Technical Services” at the prices indicated herein.

The proposer, under penalty of perjury, declares not to be a party with any other business to an agreement to propose a fixed or uniform price in connection with this proposal.

The proposer declares under penalty of perjury that she/he is authorized to submit this proposal and bind the business or organization to the terms of this Proposal.

The proposer recognizes the right of the City of Santa Cruz to reject any or all proposals received and to waive any informality or minor defects in proposals received.

The proposer declares under penalty of perjury that the information contained in this Proposal and all accompanying documents are true and correct.

☐ Please confirm

*Response required

2.2. Technical Proposal*

*Response required

2.3. Cost Proposal*

Proposers must complete and submit a Cost Proposal with their Proposal submittal by the Proposal

Submittal Due date. It is the Proposer’s responsibility to state all costs required to provide the services outlined in Section Preliminary Scope of Services. Costs shall include, but not be limited to, direct labor, overhead, fringe benefits, profit, subcontractor costs, and other direct costs (ODC) such as materials, supplies, taxes, and travel. A Proposer’s failure to submit a Cost Proposal will deem the Proposal non-responsive.

*Response required

2.4. Non-Collusion Declaration*

By confirming, the proposer, the party making the foregoing proposal declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the Consultant has not directly or indirectly induced or solicited any other Consultant or Sub-Consultant to put in a false or sham proposal; and has not directly or indirectly colluded, conspired, connived, or agreed with any

Consultant, Sub-Consultant or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the Consultant has not in any manner directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the Consultant or any other

Consultant or Sub-Consultant, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other Consultant or Sub-Consultant, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the Consultant has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

☐ Please confirm

*Response required

2.5. Optional Piggybacking Clause: Do you agree to extend pricing to other public agencies under this agreement. * Indicate whether your business will extend the pricing, terms and conditions of this bid to other government agencies, if you are the successful proposer. Your business would be required to make this contract available to interested agencies. Interested government agencies may enter into their own contract with the successful Contractor. They may negotiate minor changes in terms and conditions.

Will your business extend the same prices, terms and conditions to other public agencies?

☐ Yes

☐ No

*Response required

2.6. LOCAL PREFERENCE CERTIFICATION

Local Businesses and Locally Owned Businesses must submit this certification with each bid or proposal in order to receive the 2% and additional 4% preference applied during the evaluation of any competitive process for goods, supplies, equipment, materials, services, or professional services.

Local Businesses

To qualify for the 2% local business preference, a business must meet the following criteria:

2.6.1. Does the business have an office with at least one employee located in the City of Santa Cruz?* ☐ Yes

☐ No

*Response required

When equals "Yes"

2.6.2. Business Address:*

*Response required

2.6.3. Is the business current in the payment of all taxes, charges, assessments, or fees owed to the City of Santa Cruz? *

☐ Yes

☐ No

*Response required

2.6.4. Does the business hold a valid City of Santa Cruz business license?* ☐ Yes

☐ No

*Response required

When equals "Yes"

2.6.5. DBA/license number:*

*Response required

2.6.6. Locally Owned Businesses

To qualify for an additional 4% locally owned business preference, a business must meet the above requirements for a local business and at least 50% of the business’ owners must live in the County of

Santa Cruz.

To qualify for the locally owned business preference, list all of the business’ owners and their county of residence.

• Owner Name, County

2.6.7. By submitting information for Local Preference, I represent that I qualify as a

(check all that apply):* ☐ Local Business

☐ Locally Owned Business

☐ None of the above

*Response required

2.6.8. I understand that by submitting false information or failing to disclose material information in order to qualify for the preference my business will be 1) required to pay the city any difference between the contract amount and what the city’s cost would have been if the contract had been properly awarded, and

2) prohibited from bidding on any city contract or receiving any city contract for a period of three years of the discovery of facts supporting the same.* ☐ Please confirm

*Response required

2.6.9. Acknowledgment of Addenda and Question and Answer*

In order to submit a proposal, the vendor acknowledges that they have read all addenda, and questions and answers posted for this solicitation.

☐ Please confirm

*Response required

2.7. California Levine Act Disclosure Statement

As a party to a proceeding, you are required to comply with the following Levine Act Disclosure

Statement:

California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits City

Officers (as defined below) from participating in any action concerning a license, permit, other entitlement for use, franchise, or contract (collectively “license, permit, or contract”) if they accept, solicit, or direct contribution(s) from a party, participant, and its agent(s), totaling more than $500 within the twelve (12) months prior to the proceeding, while a proceeding is pending, and for twelve

(12) months following the date of a final decision in a proceeding.

“City Officers” include any City elected or appointed officer, their alternates, and any candidate for elective office. “City Officers” are listed at the following sites:

• City Council and Mayor: cityofsantacruz.com/government/city-council/councilmembers

• Candidates for elective City offices: cityofsantacruz.com/government/city-departments/city-clerk/elections/candidates

• Board and Commissioners with certain decision-making powers:

cityofsantacruz.com/government/advisory-bodies, including:

o Arts Commission o Board of Building Appeals o Children’s Fund Oversight Committee o Downtown Commission o Historic Preservation Commission o Parks & Recreation Commission o Planning Commission o Sister Cities Committee o Transportation and Public Works Commission o Water Commission o Zoning Administrator

As a party to a proceeding, you are also required to provide the information below concerning your contributions to City Officers. This form is to be submitted to the City of Santa Cruz as soon as practicable, but before the proceeding itself, and is a public record. If you have any questions about this form, please contact your City representative for assistance.

file://///ADS-66162-99/data$/Documents/BUSINESS/CITY/CITY%20COUNCIL/Conflict%20of%20Interest/SB%201439%20(Levine%20Act)/Disclosure%20Statement%20Forms/cityofsantacruz.com/government/city-council/councilmembers file://///ADS-66162-99/data$/Documents/BUSINESS/CITY/CITY%20COUNCIL/Conflict%20of%20Interest/SB%201439%20(Levine%20Act)/Disclosure%20Statement%20Forms/cityofsantacruz.com/government/city-departments/city-clerk/elections/candidates file://///ADS-66162-99/data$/Documents/BUSINESS/CITY/CITY%20COUNCIL/Conflict%20of%20Interest/SB%201439%20(Levine%20Act)/Disclosure%20Statement%20Forms/cityofsantacruz.com/government/city-departments/city-clerk/elections/candidates file://///ADS-66162-99/data$/Documents/BUSINESS/CITY/CITY%20COUNCIL/Conflict%20of%20Interest/SB%201439%20(Levine%20Act)/Disclosure%20Statement%20Forms/cityofsantacruz.com/government/advisory-bodies

You must submit a supplemental form if you make any new reportable contribution(s) while the contract, license, permit, or other entitlement is being considered by the City of Santa Cruz.

Answering “YES” to any of the questions in this Section does not preclude the City of Santa Cruz from awarding a license, permit, or contract to you or your organization or taking any subsequent action related to said license, permit, or contract. It does, however, preclude any identified City Officers from participating in any actions related to this license, permit, or contract, unless the identified City

Officers return the contribution within 30 days of discovery. (Gov. Code § 84308(d); FPPC Reg.

18438.7.)

In determining whether a contribution has exceeded $500, the contributions of an agent shall not be aggregated with contributions from a party or participant. (Gov. Code § 84308(g).)

2.7.1. Have you or your organization, or any agent on behalf of you or your organization (except for uncompensated officers of a nonprofit organization), made any contributions totaling more than $500 to any City Officers (as defined above) in the 12 months preceding the date of the submission of your proposals or the anticipated date of any City Council, Board, or Commission action related to this license, permit, or contract?* Note that, with respect to elected officers, contributions only count if the elected officer or the body of which they are a member has authority to make a decision or recommendation in the proceeding.

☐ Yes

☐ No

*Response required

When equals "Yes"

2.7.2. If yes, please identify the City Officer(s) Name, Payee Name, Payment

Date, and Payment Amount in the field below.* *Response required

2.7.3. Do you or your organization, or any agent on behalf of you or your organization (except for uncompensated officers of a nonprofit organization), anticipate or plan to make any contribution totaling more than $500 to any

City Officers (as defined above) during or in the 12 months following any City

Council, Board, or Commission action related to this license, permit, or contract? * Note that, with respect to elected officers, contributions only count if the elected officer or the body of which they are a member has authority to make a decision or recommendation in the proceeding.

☐ Yes

☐ No

When equals "Yes"

2.7.4. If yes, please identify the City Officer(s) Name, Payee Name, Payment

Date, and Payment Amount in the field below.*

1. GENERAL INFORMATION FOR PROPOSERS
1.1. Contact
1.2. Proposal Submittal Due Date
1.3. Pre-Proposal Meeting
1.4. Responsiveness and Responsibility
1.5. Definitions
2. PROPOSAL SUBMITTALS
2.1. Proposal Response*
2.2. Technical Proposal*
2.3. Cost Proposal*
2.4. Non-Collusion Declaration*
2.5. Optional Piggybacking Clause: Do you agree to extend pricing to other public agencies under this agreement. *
2.6. LOCAL PREFERENCE CERTIFICATION
2.6.1. Does the business have an office with at least one employee located in the City of Santa Cruz?*
2.6.2. Business Address:*
2.6.3. Is the business current in the payment of all taxes, charges, assessments, or fees owed to the City of Santa Cruz? *
2.6.4. Does the business hold a valid City of Santa Cruz business license?*
2.6.5. DBA/license number:*
2.6.6. Locally Owned Businesses
2.6.7. By submitting information for Local Preference, I represent that I qualify as a (check all that apply):*
2.6.8. I understand that by submitting false information or failing to disclose material information in order to qualify for the preference my business will be 1) required to pay the city any difference between the contract amount and what the city’s ...
2.6.9. Acknowledgment of Addenda and Question and Answer*
2.7. California Levine Act Disclosure Statement
2.7.1. Have you or your organization, or any agent on behalf of you or your organization (except for uncompensated officers of a nonprofit organization), made any contributions totaling more than $500 to any City Officers (as defined above) in the 12 ...
2.7.2. If yes, please identify the City Officer(s) Name, Payee Name, Payment Date, and Payment Amount in the field below.*
2.7.3. Do you or your organization, or any agent on behalf of you or your organization (except for uncompensated officers of a nonprofit organization), anticipate or plan to make any contribution totaling more than $500 to any City Officers (as define...
2.7.4. If yes, please identify the City Officer(s) Name, Payee Name, Payment Date, and Payment Amount in the field below.*

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