HomeMy WebLinkAbout2024-11-04 I01G_02 Professional Consulting Services Agr_Stormwater Rates\AGENDA ITEM:
CITY OF WAUKEE, IOWA
CITY COUNCIL MEETING COMMUNICATION
MEETING DATE: November 4, 2024
AGENDA ITEM:Consideration of approval of a resolution approving Agreement for
Professional Consulting Services with RDG Planning & Design, Inc.
[Waukee Stormwater Utility Rate Analysis]
FORMAT:Resolution
SYNOPSIS INCLUDING PRO & CON: In 2022 City staff started reviewing one Waukee utility
rate structure annually to ensure the rate structure is fair and equitable to the many utility customers.
This year the stormwater utility rate will be studied to determine if a recommendation for rate structure
changes are justified. City staff meet with RDG and HDR consulting firms to determine a scope and
fee to complete this analysis. Both firms submitted their draft scope and fee to City staff for review
and ultimately RDG was selected by staff to work with on this project. RDG will collect and organize
data provided to them by the City regarding expected costs to be covered by the stormwater utility.
Using the collected data and cost opinions, a table of projected revenues and costs associated with the
stormwater utility and various rate structures will be developed. A final summary report will be
prepared and a City Council workshop will be held to inform Council and seek their input on any
recommended changes to the stormwater utility rate structure. The project timeline will be from
November 2024 to June 2025 allowing staff to implement any rate changes in the FY 2027 and beyond
budget cycles.
FISCAL IMPACT INCLUDING COST/BENEFIT ANALYSIS: City agrees to pay the Consultant
a Not-to-Exceed sum of $23,975.00, including any authorized reimbursable expenses, pursuant to the
Schedule of Fees set forth in Attachment 3 of the agreement.
STAFF REVIEW AND COMMENT:
RECOMMENDATION: Approve the Resolution.
ATTACHMENTS: I. Resolution
II. Agreement for Professional Consulting Services
PREPARED BY: Lisa Bauman
REVIEWED BY: Rudy Koester RK
I1G2
THE CITY OF WAUKEE, IOWA
RESOLUTION 2024-
APPROVING AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES
WITH RDG PLANNING & DESIGN, INC. [WAUKEE STORMWATER UTILITY RATE
ANALYSIS]
IN THE NAME AND BY THE AUTHORITY OF THE CITY OF WAUKEE, IOWA
WHEREAS, the City of Waukee, Dallas County, State of Iowa, is a duly organized Municipal
Organization; AND,
WHEREAS, the City desires to retain the consultant services of RDG Planning & Design, Inc.
for a Stormwater Utility Rate Analysis study; AND,
WHEREAS, the scope of services performed by RDG will be to collect and organizing data
provided to them from the City regarding expected costs to be covered by the stormwater utility.
Using the collected and analyzed data and generated cost opinions, a table of projected revenues
and costs associated with the stormwater utility and various rate structures will be developed for a final
summary report; AND,
NOW THEREFORE BE IT RESOLVED by the City Council of the City of Waukee that the
Agreement for Professional Consulting Services between RDG Planning & Design Inc. and the
City of Waukee, Iowa [Waukee Stormwater Utility Rate Analysis] is hereby approved.
Passed by the City Council of the City of Waukee, Iowa, and approved the 4th day of November,
2024.
____________________________
Courtney Clarke, Mayor
Attest:
___________________________________
Rebecca D. Schuett, City Clerk
RESULTS OF VOTE: AYE NAY ABSENT ABSTAIN
R. Charles Bottenberg
Chris Crone
Rob Grove
Anna Bergman Pierce
Ben Sinclair
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AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES
_____Waukee Stormwater Utility Rate Analysis____ [project description]
City Project No. _______
This Agreement is made and entered into this 18th day of October, 2024, by and between City of
Waukee, a municipal corporation, hereinafter referred to as "City," and RDG Planning & Design,
Inc., (Fed. ID #42-1338016), a C corporation incorporated and licensed under the laws of the
State of Iowa, party of the second part, hereinafter referred to as "Consultant" as follows:
THE CITY HEREBY AGREES TO RETAIN THE CONSULTANT FOR THE PROJECT AS
DESCRIBED IN THIS AGREEMENT AND CONSULTANT AGREES TO PERFORM THE
PROFESSIONAL SERVICES AND FURNISH THE NECESSARY DOCUMENTATION FOR
THE PROJECT AS GENERALLY DESCRIBED IN THIS AGREEMENT.
1. SCOPE OF SERVICES
Services provided under this Agreement shall be as further described in Attachment 1, Scope
of Services.
2. SCHEDULE
The schedule of the professional services to be performed shall conform to the Schedule set
forth in Attachment 2. Any deviations from the Schedule shall be approved by the authorized
City representative. The City agrees that the Consultant is not responsible for delays arising
from a change in the scope of services, a change in the scale of the Project or delays resulting
from causes not directly or indirectly related to the actions of the Consultant.
3. COMPENSATION
A. In consideration of the professional services provided herein, the City agrees to pay the
Consultant the following sum NOT-TO-EXCEED, including any authorized
reimbursable expenses, pursuant to the Schedule of Fees set forth in Attachment 3.
I. Basic Services of the Consultant
A. Waukee Stormwater Utility Rate Analysis $23,975
Total $23,975
B. The Consultant shall invoice the City monthly for services, any reimbursable expenses
and any approved amendments to this Agreement, based upon services actually
completed at the time of the invoice. Final payment shall be due and payable within 30
days of the City's acceptance of Consultant's submission of final deliverables in
accordance with the Scope of Services.
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C. In consideration of the compensation paid to the Consultant, the Consultant agrees to
perform all professional services to the satisfaction of the City by performing the
professional services in a manner consistent with that degree of care and skill ordinarily
exercised by members of Consultant's profession currently practicing under similar
circumstances. If the performance of this Agreement involves the services of others or the
furnishing of equipment, supplies, or materials, the Consultant agrees to pay for the same
in full.
4. INSURANCE
A. Consultant understands and agrees that Consultant shall have no right of coverage under
any and all existing or future City comprehensive, self or personal injury policies.
Consultant shall provide insurance coverage for and on behalf of Consultant that will
sufficiently protect Consultant or Consultant' representative(s) in connection with the
professional services which are to be provided by Consultant pursuant to this Agreement,
including protection from claims for bodily injury, death, property damage, and lost
income. Consultant shall provide worker's compensation insurance coverage for
Consultant and all Consultant's personnel. Consultant shall file applicable insurance
certificates with the City, and shall also provide evidence of the following additional
coverage.
B. The Consultant shall provide evidence of comprehensive general liability coverage and
contractual liability insurance by an insurance company licensed to do business in the
State of Iowa in the limits of at least $1,000,000 each personal injury accident and/or
death; $1,000,000 general aggregate personal injury and/or death; and $1,000,000 for
each property damage accident. The evidence shall designate the City as an additional
insured, and that it cannot be canceled or materially altered without giving the City at
least thirty (30) days written notice by registered mail, return receipt requested.
C. The Consultant shall also provide evidence of automobile liability coverage in the limits
of at least $1,000,000 bodily injury and property damage combined. The evidence shall
designate the City as an additional insured, and that it cannot be cancelled or materially
altered without giving the City at least thirty (30) days written notice by registered mail,
return receipt requested.
D. The Consultant shall provide evidence of professional liability insurance, by an insurance
company licensed to do business in the State of Iowa, in the limit of $1,000,000 for
claims arising out of the professional liability of the Consultant. Consultant shall provide
City written notice within five (5) days by registered mail, return receipt requested of the
cancellation or material alteration of the professional liability policy.
E. Failure of Consultant to maintain any of the insurance coverages set forth above shall
constitute a material breach of this Agreement.
5. NOTICE
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Any notice to the parties required under this agreement shall be in writing, delivered to the
person designated below, by United States mail or in hand delivery, at the indicated address
unless otherwise designated in writing.
FOR THE CITY: FOR THE CONSULTANT:
Name: City of Waukee Name: RDG Planning & Design, Inc.
Attn: Rudy Koester Attn: Scott Crawford
Title: Director of Public Works Title: Principal
Address: 230 W. Hickman Road Address: 301 Grand Avenue
City, State: Waukee, IA 50263 City, State: Des Moines, IA 50309
6. GENERAL COMPLIANCE
In the conduct of the professional services contemplated hereunder, the Consultant shall
comply with applicable state, federal, and local law, rules, and regulations, technical
standards, or specifications issued by the City. Consultant must qualify for and obtain any
required licenses prior to commencement of work, including any professional licenses
necessary to perform work within the State of Iowa.
7. STANDARD OF CARE
Services provided by the Consultant under this Agreement shall be performed in a manner
consistent with that degree of care and skill ordinarily exercised by members of the same
profession currently practicing under similar circumstances.
8. INDEPENDENT CONTRACTOR
Consultant understands and agrees that the Consultant and Consultant's employees and
representatives are not City employees. Consultant shall be solely responsible for payment of
salaries, wages, payroll taxes, unemployment benefits, or any other form of compensation or
benefit to Consultant or Consultant's employees, representatives or other personnel
performing the professional services specified herein, whether it be of a direct or indirect
nature. Further, it is expressly understood and agreed that for such purposes neither
Consultant nor Consultant's employees, representatives or other personnel shall be entitled to
any City payroll, insurance, unemployment, worker's compensation, retirement, or any other
benefits whatsoever.
9. NON-DISCRIMINATION
Consultant will not discriminate against any employee of applicant for employment because
of race, color, sex, national origin, religion, age, handicap, or veteran status. Consultant will,
where appropriate or required, take affirmative action to ensure that applicants are employed,
and that employees are treated, during employment, without regard to their race, color, sex,
or national origin, religion, age, handicap, or veteran status. Consultant will cooperate with
the City in using Consultant's best efforts to ensure that Disadvantaged Business Enterprises
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are afforded the maximum opportunity to compete for subcontracts of work under this
Agreement.
10. HOLD HARMLESS
Consultant agrees to indemnify and hold harmless the City, its officers, agents, and
employees from any and all claims, settlements and judgments, to include all reasonable
investigative fees, attorney's fees, and court costs for any damage or loss which is due to or
arises from a breach of this Agreement, or from negligent acts, errors or omissions in the
performance of professional services under this Agreement and those of its sub consultants or
anyone for whom Consultant is legally liable.
11. ASSIGNMENT
Consultant shall not assign or otherwise transfer this Agreement or any right or obligations
therein without first receiving prior written consent of the City.
12. APPROPRIATION OF FUNDS
The funds appropriated for this Agreement are equal to or exceed the compensation to be
paid to Consultant. The City's continuing obligations under this Agreement may be subject to
appropriation of funding by the City Council. In the event that sufficient funding is not
appropriated in whole or in part for continued performance of the City's obligations under
this Agreement, or if appropriated funding is not expended due to City spending limitations,
the City may terminate this Agreement without further compensation to the Consultant. To
the greatest extent allowed by law, the City shall compensate Consultant as provided in
Section 18(6) of this Agreement.
13. AUTHORIZED AMENDMENTS TO AGREEMENT
A. The Consultant and the City acknowledge and agree that no amendment to this
Agreement or other form, order or directive may be issued by the City which requires
additional compensable work to be performed if such work causes the aggregate amount
payable under the amendment, order or directive to exceed the amount appropriated for
this Agreement as listed in Section 3, above, unless the Consultant has been given a
written assurance by the City that lawful appropriation to cover the costs of the additional
work has been made.
B. The Consultant and the City further acknowledge and agree that no amendment to this
Agreement or other form, order or directive which requires additional compensable work
to be performed under this Agreement shall be issued by the City unless funds are
available to pay such additional costs, and the Consultant shall not be entitled to any
additional compensation for any additional compensable work performed under this
Agreement. The Consultant expressly waives any right to additional compensation,
whether in law or equity, unless prior to commencing the additional work the Consultant
was given a written amendment, order or directive describing the additional compensable
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work to be performed and setting forth the amount of compensation to be paid, such
amendment, order or directive to be signed by the authorized City representative. It is the
Consultant's sole responsibility to know, determine, and ascertain the authority of the
City representative signing any amendment, directive or order.
14. OWNERSHIP OF CONSULTING DOCUMENTS
All sketches, tracings, plans, specifications, reports, and other data prepared under this
Agreement shall become the property of the City; a reproducible set shall be delivered to the
City at no additional cost to the City upon completion of the plans or termination of the
services of the Consultant. All drawings and data shall be transmitted in a durable material,
with electronic files provided when feasible to do so. The Consultant's liability for use of the
sketches, tracings, plans, specifications, reports, and other data prepared under this
Agreement shall be limited to the Project.
15. INTERPRETATION
No amendment or modification of this Agreement shall be valid unless expressed in writing
and executed by the parties hereto in the same manner as the execution of the Agreement.
This is a completely integrated Agreement and contains the entire agreement of the parties;
any prior written or oral agreements shall be of no force or effect and shall not be binding
upon either party. The laws of the State of Iowa shall govern and any judicial action under
the terms of this Agreement shall be exclusively within the jurisdiction of the district court
for Dallas County, Iowa.
16. COMPLIANCE WITH FEDERAL LAW
To the extent any federal appropriation has or will be provided for the Project, or any federal
requirement is imposed on the Project, Consultant agrees that Consultant will comply with all
relevant laws, rules and regulations imposed on City and/or Consultant necessary for receipt
of the federal appropriation. Consultant shall provide appropriate certification regarding
Consultant's compliance.
17. SOLICITATION AND PERFORMANCE
A. The Consultant warrants that it has not employed or retained any company or person,
other than a bona fide employee working for the Consultant, to solicit or secure this
Agreement, and that the Consultant has not paid or agreed to pay any company or person
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift or
contingent fee.
B. The Consultant shall not engage the services of any person or persons in the employ of
the City at the time of commencing such services without the written consent of the City.
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18. SUSPENSION AND TERMINATION OF AGREEMENT
A. The right is reserved by the City to suspend this Agreement at any time. Such suspension
may be effected by the City giving written notice to the Consultant, and shall be effective
as of the date established in the suspension notice. Payment for Consultant's services
shall be made by the City for services performed to the date established in the suspension
notice. Should the City reinstate the work after notice of suspension, such reinstatement
may be accomplished by thirty (30) days written notice within a period of six (6) months
after such suspension, unless this period is extended by written consent of the Consultant.
B. Upon ten (10) days written notice to the Consultant, the City may terminate the
Agreement at any time if it is found that reasons beyond the control of either the City or
Consultant make it impossible or against the City's interest to complete the Agreement. In
such case, the Consultant shall have no claims against the City except for the value of the
work performed up to the date the Agreement is terminated.
C. The City may also terminate this Agreement at any time if it is found that the Consultant
has violated any material term or condition of this Agreement or that Consultant has
failed to maintain workers' compensation insurance or other insurance provided for in
this Agreement. In the event of such default by the Consultant, the City may give ten (10)
days written notice to the Consultant of the City's intent to terminate the Agreement.
Consultant shall have ten (10) days from notification to remedy the conditions
constituting the default.
D. In the event that this Agreement is terminated in accordance with paragraph C of this
section, the City may take possession of any work and may complete any work by
whatever means the City may select. The cost of completing said work shall be deducted
from the balance which would have been due to the Consultant had the Agreement not
been terminated and work completed in accordance with contract documents.
E. The Consultant may terminate this Agreement if it is found that the City has violated any
material term or condition of this Agreement. In the event of such default by the City, the
Consultant shall give ten (10) days written notice to the City of the Consultant's intent to
terminate the Agreement. City shall have ten (10) days from notification to remedy the
conditions constituting the default.
19. TAXES
The Consultant shall pay all sales and use taxes required to be paid to the State of Iowa on
the work covered by this Agreement. The Consultant shall execute and deliver and shall
cause any sub-consultant or subcontractor to execute and deliver to the City certificates as
required to permit the City to make application for refunds of said sales and use taxes as
applicable. The City is a municipal corporation and not subject to state and local tax, use tax,
or federal excise taxes.
20. SEVERABILITY
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If any portion of this Agreement is held invalid or unenforceable by a court of competent
jurisdiction, the remaining portions of this Agreement shall continue in full force and effect.
21. MISCELLANEOUS HEADINGS
Title to articles, paragraphs, and subparagraphs are for information purposes only and shall
not be considered a substantive part of this Agreement.
22. FURTHER ASSURANCES
Each party hereby agrees to execute and deliver such additional instruments and documents
and to take all such other action as the other party may reasonably request from time to time
in order to effect the provisions and purposes of this Agreement.
23. COUNTERPARTS
This Agreement may be executed in any number of counterparts, each of which shall
constitute an original document, no other counterpart needing to be produced, and all of
which when taken together shall constitute the same instrument.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duly
authorized officers or agents on the day and year first above written.
CONSULTANT CITY OF WAUKEE
By: _______________________________ By: __________________________
Name: ___Scott Crawford______________ Courtney Clarke, Mayor
Title: ___Principal____________________
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ATTACHMENT 1
SCOPE OF SERVICES
The work to be performed by the Consultant under this agreement shall encompass and include
detailed work, services, materials, equipment and supplies necessary to complete analysis and
design for the project.
See Exhibit A.
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ATTACHMENT 2
PROJECT SCHEDULE
The time of completion of the scope of services under this Agreement shall be as follows:
Notice to Proceed: 11/4/2024
All work items to be completed on or before 6/30/2025.
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ATTACHMENT 3
SCHEDULE OF FEES
CONSULTANT’S 2024 STANDARD HOURLY RATE SCHEDULE
CLASSIFICATION HOURLY RATE
Civil – Water Resource Engineer V $225
Civil – Water Resource Engineer IV $200
Civil – Water Resource Engineer III $175
Civil – Water Resource Engineer II $150
Civil – Water Resource Engineer I $125
Civil – Water Resource Engineer Intern $115
Project Coordinator $105
Lead Technician $
Engineering Technician $
CAD Technician $
Construction Manager $
Lead Field Technician $
Field Technician $
Land Surveyor $
Administrative Assistant $
REIMBURSABLE EXPENSES
1. All materials and supplies used in the performance of work on this project will be billed
at cost.
2. Auto mileage will be reimbursed per the standard mileage reimbursement established by
the Internal Revenue Service. Service vehicle mileage will be reimbursed on the basis of
$0.67 per mile.
3. Charges for outside services such as soils and materials testing, fiscal, legal will be billed
at their invoice.
4. All other direct expenses will be invoiced at cost.
RDG Planning & Design, Inc.
301 Grand Avenue Tel 515.288.3141
Des Moines, Iowa 50309-1718 Fax 515.288.8631 www.rdgusa.com
October 8, 2024
Rudy Koester
Director of Public Works / City Engineer
City of Waukee
805 University Avenue
Waukee, Iowa 50263
RE: Draft Scope of Services and Fee
Waukee Stormwater Utility Rate Analysis
Rudy:
This draft scope of services and fee has been prepared based on our previous discussions. To reduce
duplication of services, I have based this upon the following assumptions of the responsibilities that would
be completed by the City and its financial consultant (PFM).
Expectations of the City’s Financial Consultant
To complete this analysis, RDG Planning & Design will need to coordinate with the City’s financial
consultant, so they are informed and understand how the preferred rate structure recommendation was
achieved. The financial consultant is expected to:
1. Attend coordination meetings as described within this proposal.
2. Provide guidance on expected inflation rates to apply to costs and urban growth in future years.
Expectations of City
To complete this analysis, RDG Planning & Design will need specific information from the City about
expected short- and long-term costs that the adjusted stormwater utility rate structure would be intended to
finance. Our current scope descriptions assume the City will review and organize the City’s existing utility
billing rate information to provide the information as listed below.
3. For the current fiscal year (Year 0), provide a complete listing of the total Equivalent Residential
Units (ERUs) being charged through the City’s Stormwater Utility Program.
•Provide one list for non-single family residential properties. This list should include at least
the property address, owner, land use (or zoning), impervious surface area (in square feet)
and current ERUs being charged.
•A second list should include all single-family residential properties. This list should include
at least the property address, owner, and impervious surface area (in square feet).
•The City has provided results of a July 2023 study which indicated that the average
Exhibit A
Draft Scope of Services and Fee
Waukee Stormwater Utility Rate Analysis
October 8, 2024
Page 2
impervious area per single-family residential property in Waukee was 3,614 square feet (if
measured to the curb of the adjacent street) or 3,305 square feet (if measured within the
parcel boundary).
•Provide separate data on any properties which are exempted from the utility billings, as
applicable.
4. Provide a complete list of currently known stormwater projects that the City may consider funding
through the stormwater utility.
•When available, include projected costs for concept planning, design, construction and any
short-term post-construction maintenance or establishment periods.
•Include a list of any projects where potential costs have yet to be determined.
o Provide sufficient information to RDG as needed if cost opinions need to be
developed for these projects. This may include studies, concept plans, project
descriptions, design plans, etc.
5. Provide a complete list of maintenance activities that the City may consider funding through the
stormwater utility.
•These activities may include routine maintenance, minor repairs, street, and storm sewer
cleaning, dredging and annual maintenance of established natural areas along City owned
streams, waterbodies, or stormwater best management practices (BMPs).
o When available, include current and/or projected costs for these maintenance
activities.
•Provide a list of sites where maintenance activities are expected to be needed, but specific
activities and their associated costs has not been established.
o Provide sufficient information to RDG as needed if cost opinions need to be
developed for these activities.
6. Provide a complete list of other costs related to the management of the City’s municipal separate
storm sewer system (MS4) which the City may consider funding through the storm utility.
•These may include MS4 permit documentation and compliance review, City personnel,
equipment, facilities, etc.
o When available, include current and/or projected costs for these items.
o Identify any such items where costs are unknown.
7. Provide any information on debts or other liabilities expected to be paid by the utility and the
expected starting balance of the stormwater utility to assume for Year 0.
Draft Scope of Services and Fee
Waukee Stormwater Utility Rate Analysis
October 8, 2024
Page 3
Draft Scope of Services – RDG Planning & Design
A. Coordinate and attend one (1) to two (2) meetings with the City and their financial consultant after
receipt of information noted in items #2 to #3 above.
B. Coordinate and attend two (2) to three (3) meetings with the City to discuss potential projects,
maintenance activities and other management costs as described in items #4 to #7 previously
described.
C. Organize the data regarding ERU projections as outlined in items #2 to #3 and develop comparisons
of the results of different utility rate structure alternatives.
D. Based on the data collected for Year 0, delineate how many billable ERU’s would be “lost” if the City
considered a cap on the total ERUs charged to any one billing account.
•This analysis should start at 40 ERUs and provide the data at regular intervals, until the cap
yields a subtotal of chargeable ERUs which are greater or equal to 95% of all currently
billable ERUs.
Example of Cap Analysis Spreadsheet
E. Project how billing rates for single-family properties would vary if billing was based on impervious
cover for each individual residence, rather than a single ERU being charged to each parcel.
F. Project the growth of ERUs for all the land use and cap categories as described in items C and D
above.
•Provide these projections annually through at least year 10 after the current fiscal year.
•Growth projections are to be based on an applicable annual growth rate projection provided
by the City or developed by the City’s financial consultant.
Stormwater Utility Fund Projections
Line Current 2040 Projection 2020 2021 2022
1 Residential 23,717.5 57,752.0 25,338.0 26,959.0 28,580.0
2 Commercial 18,915.5 50,686.0 20,428.0 21,941.0 23,454.0
3 Current Total (uncapped)42,633.0 108,438.0 45,766.0 48,900.0 52,034.0
Cap Amount
40 12,267.5 64.9%13,248.0 14,230.0 15,211.0
60 14,029.0 74.2%15,151.0 16,273.0 17,395.0
80 15,185.0 80.3%16,399.0 17,614.0 18,828.0
100 15,816.0 83.6%17,081.0 18,346.0 19,611.0
150 16,668.5 88.1%18,001.0 19,335.0 20,668.0
200 17,177.5 90.8%18,551.0 19,925.0 21,299.0
300 17,650.5 93.3%19,062.0 20,474.0 21,885.0
400 17,824.5 94.2%19,250.0 20,675.0 22,101.0
Draft Scope of Services and Fee
Waukee Stormwater Utility Rate Analysis
October 8, 2024
Page 4
Example of Revenue Alternative Spreadsheet
G. Organize the data regarding expected costs to be covered by the stormwater utility, based on items
as outlined in items #4 to #7.
•Provide cost opinions for projects and/or maintenance activities (or other program costs) as
described in items #4 to #7 where existing cost data or future projections have not been
prepared.
o Within this scope, this would be limited to preparing cost opinions for up to five (5)
projects and up to five (5) maintenance activities (or other program costs).
H. Using the collected data and cost opinions, develop a table of projected revenues and costs
associated with the stormwater utility and various rate structures.
•Coordinate and attend one (1) or two (2) meetings with the City to review adjustments to
implementation schedules for projects and their impact on annual cost projections.
•Develop an analysis spreadsheet tool, which includes all potential projects and ongoing costs to
the utility – allowing quick review during these meetings of adjustments to the project
implementation schedule. This will allow the City to see the impacts of schedule changes
immediately, aiding discussions on project prioritization.
Stormwater Utility Fund Projections
Line Current 2040 Projection 2020 2021 2022
1 Residential 23,717.5 57,752.0 25,338.0 26,959.0 28,580.0
2 Commercial 18,915.5 50,686.0 20,428.0 21,941.0 23,454.0
3 Current Total (uncapped)42,633.0 108,438.0 45,766.0 48,900.0 52,034.0
4 Revenue Lost at 40 438,768$ 35.1%473,880$ 555,192$ 642,954$
5 Revenue Lost at 100 204,567$ 16.4%220,902$ 258,840$ 299,754$
6 Revenue Lost at 200 114,708$ 9.2%123,882$ 145,152$ 168,090$
7 Fee Per ERU =$5.50 $5.50 $6.00 $6.50
8 Commercial Cap =40 40 60 80
9 Commercial =809,655$ 874,368$ 1,171,656$ 1,468,584$
10 Residential =1,565,355$ 1,672,308$ 1,941,048$ 2,229,240$
11 Total Projected =2,375,010$ Revenue (by year) =2,547,000$ 3,113,000$ 3,698,000$
12 Cumulative Revenue =2,547,000$ 5,660,000$ 9,358,000$
Draft Scope of Services and Fee
Waukee Stormwater Utility Rate Analysis
October 8, 2024
Page 5
Example of Project Schedule Analysis Spreadsheet
Example of Revenue Balance Spreadsheet
I. Prepare a final summary report for City review.
J. Attend a City Council meeting or work-session to present a brief prepared presentation and discuss
the utility study and potential funding alternatives.
PRE-DESIGN 2020 2021 2022 2023
DESIGN $ 167,000 $ 1,343,000 $ 1,929,000 $ 2,773,000
CONSTRUCTION YEAR $ 255,000 $ 135,000 $ 45,000 $ 146,000
EST. & MAINT. $ 62,000 $ 5,000 $ 67,000 $ 36,000
1.04 1.08 1.12 1.17
Watershed ID Total Cost Const Year
1 High Trestle Trail - E of NW State $ 1,336,000 2021 $ 139,000 $ 1,128,000 $ 22,000 $ 23,000
2 High Trestle Trail - NW State to NW Greenwood $ 6,000 2022 $ - $ - $ 6,000 $ -
3 High Trestle Trail - NW State to NW Greenwood $ 17,000 2022 $ - $ - $ 17,000 $ -
4 High Trestle Trail - NW State to NW Greenwood $ 1,924,000 2022 $ 28,000 $ 175,000 $ 1,649,000 $ 23,000
5 Fourmile Creek - NE 54th to NE 47th $ 238,000 2023 $ - $ 5,000 $ 22,000 $ 211,000
6 Fourmile Creek - NE 54th to NE 47th $ 146,000 2023 $ - $ - $ - $ 146,000
7 Fourmile Creek - NE 54th to NE 47th $ 88,000 2023 $ - $ - $ - $ 88,000
8 Trib to Fourmile Creek - E of St. James Place $ 2,332,000 2023 $ - $ 35,000 $ 213,000 $ 2,009,000
9 Trib to Fourmile Creek - E of St. James Place $ 117,000 2023 $ - $ - $ - $ 117,000
10 Trib to Fourmile Creek - E of St. James Place $ 47,000 2023 $ - $ - $ - $ 47,000
11 Trib to Fourmile Creek - E of St. James Place $ 58,000 2023 $ - $ - $ - $ 58,000
12 Saylor Creek - SW Oralabor to SW State $ 3,480,000 2025 $ - $ - $ - $ 51,000
<< Annual Rate Inflation Factor >>
Creek Corridor Totals >>
Small Repair Project Totals >>
O & M Project Totals >>
Stormwater Utility Fund Projections
Line Current 2040 Projection 2020 2021 2022
1 Residential 23,717.5 57,752.0 25,338.0 26,959.0 28,580.0
2 Commercial 18,915.5 50,686.0 20,428.0 21,941.0 23,454.0
3 Current Total (uncapped)42,633.0 108,438.0 45,766.0 48,900.0 52,034.0
14 Stream CorridorProject Costs =167,000$ 1,343,000$ 1,929,000$
15 Storm Sewer Project Costs =10,000$ 95,000$ 759,000$
16 Established Greenbelt Corridor Maintenance =423,000$ 151,000$ 403,000$
17 Detention Retrofits = -$ -$ -$
18 (Add Lines 14 thru 17)Total Major Project Costs (by year) =600,000$ 1,589,000$ 3,091,000$
19 Cumulative Costs =600,000$ 2,189,000$ 5,280,000$
20 560,000$ Administrative Costs =582,000$ 606,000$ 720,000$
21 Identified O & M Projects (pd by Adm $) = 62,000$ 5,000$ 67,000$
22 250,000$ Annual Small Project Fund = 270,000$ 316,000$ 366,000$
23 Currently Identified Small Projects =255,000$ 135,000$ 45,000$
24 (Add Lines 18, 20 and 22)Total Utility Expenses = 1,452,000$ 2,511,000$ 4,177,000$
25 (Line 11)Total Projected Utility Revenue =2,547,000$ 3,113,000$ 3,698,000$
26 (Sutract Line 25 - 24)Annual Balance = 1,095,000$ 602,000$ (479,000)$
27 Initial Balance =(1,300,000)$ Net Fund =(205,000)$ 397,000$ (82,000)$
28 Option -- If ERU Rate Increased w/ Inflation 5.50$ 5.72$ 5.95$ 6.19$
Draft Scope of Services and Fee
Waukee Stormwater Utility Rate Analysis
October 8, 2024
Page 6
Potential Compensation Based on Draft Scope of Services
Based on the current draft scope of services, we would propose to complete the described work for a lump
sum fee of $23,975, with a provision to cover any expenses not to exceed $500.
Please review the described scope of services and fee structure. I would be happy to discuss this process
with you in more detail and make appropriate adjustments to the scope of services and fee as needed.
Thank you again for this opportunity.
Sincerely,
Gregory M. Pierce, PE, CPESC
Partner, Civil / Water Resource Engineer
RDG Planning & Design