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Agenda 03/27/2012 Item #11F3/27/2012 Item 11.F. Recommendation to deny the petition by the Quincy Square Home Owners Association for financial relief from the Collier County Water -Sewer District in the form of a future credit for funds already paid to the Collier County Water -Sewer District for water bills. OBJECTIVE: To establish that financial relief to Quincy Square, by the Collier County Water- Sewer District (CCWSD), is not warranted. CONSIDERATIONS; On March 13, 2012, an attorney representing the Quincy Square Home Owners Association ( "HOA ") appeared before the Board via public petition (Agenda item b A) and requested financial relief from the CCWSD in the form of a fiA= credit for funds already paid to the CCWSD for water bills. The HOA first conveyed its concerns to staff in October 2011. Since that time, staff met with the HOA on several occasions and has responded to all concerns. After reviewing the basis for the requested credit, staff concluded that the circumstances do not warrant any type of refund or credit to the HOA. The HOA's request for financial relief is based on the claim that the CCWSD was responsible for sizing and installation of 2" meters for twenty of the 4 -unit residential buildings. After reviewing the building permits received for this development from 2005, staff found records confirming that an authorized representative for the Quincy Square development requested the installation of 2" meters. The minimum meter size requirement for this type of 4 -unit building is a 1.5 meter. Since the CCWSD establishes a minimum meter size, the developer, authorized representative, or engineer of record may request a larger meter size that accounts for their specific continuous load demands. Staff reviews the request and approves or denies the requested meter size. The request made by the contact identified on the 2005 permits (Dorsey) to staff to upsize the minimum size of 1.5" to a 2" meter for all the permitted 4 -unit residential buildings in this development was approved. Further, the developer for Quincy Square (Centex Homes), not the County, installed 2" service lines to connect the water main to the meter within the utility right of way. Service lines from the meter to the homes were subsequently installed by the developer on private property- In 2009, staff received new 4-unit building permits to replace several cancelled 2005 permits. The contact information on those permits was different than the previous permits. Staff contacted the new representative for Quincy Square to determine if the developer still wanted 2" meters for those permits consistent with the permits previously issued in 2005. The new representative opted for the minimum meter size of 1.5" for all remaining 4 -unit buildings. Therefore, staff installed 1.5" meters for the 2009 permits. The Quincy Square Fact Sheet and permit record document (Exhibit 1) provides additional background information about the development, more specific detail about meetings and Packet Page -280- X7/2012 Item 11. F. f correspondence, and provides a general sequence of events leading to the public petition. Specific arrangements between the CCWSD and the HOA can be found in Exhibit 2. It is staff s position that the HOA's request for financial relief is not warranted on the basis that the 2" meters were installed at the request of the developer. Current : availability charges for a 2" meter are $303.74 ($116.48 for water and $1$7.26 for sewer) compawd lq thase -for a 1.5" meter of $192.71 ($74.20 for water and -$1 18.51 for sewer). The total tno die is $111.03. The larger meter will pmvide more water _(lions per minute) with `a loss in pressure during times of peak demand. The attached Exhibit 3 explains the rationale for the mailability charge and the customer's benefit of the larger meter. FMAL IME&M: None if petition is denied. LEGAL, This item is legally sufficient and requires a majority vote for Board action. JB W GRQ ,MANAGEMENT DWACT: None. UC© M=: Deny the petition by the Quincy Square -Home Owners Association for financial . relief from the Collier County Water -Sewer District in the form: of a fiaiure credit for funds already paid to the Collier County Water -Sewer District for water bills on the basis that the 2" meters were installed-at the request of the developer; ' AREA M: Thomas G. Wides Operations Support Director, Public Utilities Division Attaclmxmts: Exhibit l - Quincy Square Fact Sheet Exhibit 2 - CCWSD and HOA Arrangements Exhibit 3 - Availability. Charges COLLIER COUNTY Board of County Commissioners Item Number: 11.F. 3/27/2012 Item 11. F. Item Summary: Recommendation to deny the petition by the Quincy Square Home Owners Association for financial relief from the Collier County Water -Sewer District in the form of a future credit for funds already paid to the Collier County Water -Sewer District for water bills. Meeting Date: 3/27/2012 Prepared By Name: debbie chinn Title: Administrative Assistant,Utilities Finance Operati 3/15/2012 12:47:24 PM Submitted by Title: Director - Operations Support - PUD,Utilities Fina Name: WidesTom 3/15/2012 12:47:25 PM Approved By Name: Joseph Bellone Title: Manager - Utility Billing & Cust Serv.,Utilities Finance Operations Date: 3/15/2012 1:27:25 PM Name: Pam Libby Title: Manager - Operations- Water/WW,Water Date: 3/15/2012 1:36:23 PM Name: WidesTom Title: Director - Operations Support - PUD,Utilities Fina Date: 3/15/2012 2:11:50 PM Name: HapkeMargie Title: VALUE MISSING n Date: 3/15/2012 3:22:16 PM Packet Page -282- 3/27/2012 Item 11. F. Name: Paul Mattausch Title: Director - Water,Water Date: 3/15/2012 3:35:13 PM Name: YilmazGeorge Title: Director - Wastewater, Wastewater Date: 3/15/2012 3:43:40 PM Name: WhiteJennifer Title: Assistant County Attorney,County Attorney Date: 3/15/2012 3:49:17 PM Name: GreenwaldRandy Title: Management/Budget Analyst,Office of Management & B Date: 3/16/2012 10:15:37 AM Name: KlatzkowJeff Title: County Attorney Date: 3/16/2012 2:29:23 PM Name: OchsLeo Title: County Manager n Date: 3/20/2012 4:12:42 PM Packet Page -283- 3/27/2012 Item 11. F. Exhibit 1 Quincy Square Fact Sheet Updated — February 27, 2012 SUBJECT: Quincy Square Meter Sizing Review 1. Purpose: The purpose of this communication is to provide an overview of the recent issues associated with the development known as Quincy Square. 2. Background /Considerations: This Quincy Square project is a 24 building (96 Unit) development with a common area (pool). The first permit application date was 5/17/2005. All of the building permits were issued in 2005 and 2006 with the payment of the water /sewer impact fees and meter tap fee; however the permits for buildings 12, 13, 14 and 15 were subsequently cancelled and those meters were not installed. In 2005, the minimum meter size requirement for this type of 4 -unit building was a 1.5" meter. Based on information noted within the first building permit (building 1), the developer (Centex Homes) requested 2" meters for all buildings. Public Utilities approved this request and installed 2" meters on all buildings with permits issued in 2005 and 2006 except for buildings 12, 13, 14 and 15 (cancelled permits). In 2009, buildings 14 and 15 re- applied for building permits. The meter sizing process in place during this time frame still required a minimum of a 1.5" meter. The contact name and number was different than that noted on previous permits. Public Utilities called the contact person on the new permits to confirm whether they wanted 2" meters or the minimum requirement of 1.5" meters. The contact requested installation of the minimum requirement of 1.5" meters for these buildings and the conversation was noted on the re- application permit for building 14 (# 2009021269). In 2010 there was a re- application for building 12. Building 12 has been sized for a 1.5" meter. There has been no re- application for building 13. On October 28, 2011, Utility Billing and Customer Service (UBCS) sent sewer back billing letters for two of the properties in the development which prompted a utility bill review by the Quincy Square Home Owners Association (HOA). Since the UBCS notification, Public Utilities has received phone calls and e-mail requests from various representatives of Quincy Square who are trying to gather information about the development, back billing charges, and the meter sizing process. Packet Page -284- 3/27/2012 Item 115. November 16, 2011 - Public Utilities staff met with representatives from Quincy Square to address their various concerns. 1. To resolve the immediate meter size issue, staff informed the representatives that the minimum size requirement for all buildings is a 1.5" meter. Staff has approved the use of 1.5" meters for all buildings. The initial price quote contained regular meter tap fees ($940) and regular backflow preventer fees ($375). The total expense for 20 buildings was $26,300. 2. After a field review of the existing meters, staff was able to amend the fees to the reduced meter tap fee of $347 per 1.5" meter and labor and materials charges only for backflow preventers (the backflow preventer fee was modified after staff confirmed that it would be able to find alternative uses for the existing 2" backflow preventers). The reduced meter tap fee lowered the initial cost by $11,860 with further back flow preventer reductions to be determined based on actual costs. 3. Representatives from Quincy Square requested that UBCS modify, waive, or reduce the back billing sewer charges. Staff is not able to alter these charges in accordance with County Ordinance and the Law of Florida, Chapter 2003 -353 (the "Special Act "). n 4. Representatives from Quincy Square requested that Public Utilities reimburse the development for the difference of the availability charges between the 2" meters in the ground and the 1.5" meter that was the minimum meter size requirement at the time of permit application. Staff informed the representatives that a reimbursement is not warranted since the developer requested the 2" meters and the development has utilized the services of the 2" meters. Legal staff will review this issue further and provide an official position. 5. Staff requested an e-mail confirmation to proceed with the 1.5" meter installations. A payment plan was made available to the HOA. If the payment plan was desired, the HOA will need to contact Peter Lund (UBCS). November 16, 2011— E -mail from Ms. Libby describing the results of the exploratory dig at 4 locations in Quincy Square. Her findings are recapped as: "...We also researched the work orders that were filled out to do the work at this location. We found these were "meter hangs ", which means the contractor installed the service line from the watermain to the meter box, so they decided to put in the 2" service. The services at within this location dive deep from the meter box going to the watermain, so we would not have gotten a good look at them and everything we could see was 2 ". Finally, on the one remaining vacant piece of property the service waiting for a meter is 2 "..." In later discussion, Ms. Libby noted that the lateral connections to the meter are not installed by the contractor until sometime after the meter is set (see e-mail Exhibit 1). N Packet Page -285- 3/27/2012 Item 11. F. November 18,2011 — E -mail from Mr. John Flynn with plan attachment. Mr. Flynn requested the installation of 1" meters for the development and attached a floor plan containing a table of fixtures. November 23, 2011 (& 2:15 PM — E -mail from Mr. Gilbert Moncivaiz (PUD Operations) to Mr. John Flynn regarding a request for 1" meters. Mr. Moncivaiz (PUD Operations) informed Mr. Flynn that the Public Utilities Division cannot approve the request for 1" meters. The meter sizing procedures in effect at the time of the permit applications required a minimum meter size of 1.5" for all buildings. November 23, 2011 6 3:26 PM — E -mail from Mr. John Flynn requesting the minimum meter size requirement based on the fixture information on the set of plans from a previous e-mail and advisement about the approval of 1" meters for new building permits with the fixture count from that plan set. November 28, 2011— Mr. John Flynn contacted the Division Administrator's office requesting a call back. Mr. John Flynn also contacted Ms. Amia Curry (PUD Operations) requesting an update. Arrangements were made to call Mr. Flynn later that afternoon. At approximately 4:15 PM, Mr. Tom Wides (PUD Operations Director) was able to meet with Mr. Flynn via telephone. Ms. Curry and Mr. Moncivaiz were present. Mr. Flynn voiced his concerns and Mr. Wides addressed all concerns and restated the Division position. At the end of the call, Mr. Moncivaiz was tasked with providing Mr. Flynn with the meter sizing analysis based on the fixture count provided in the set of plans sent on 11/18/2011. November 29, 2011 (a, 12:23 PM.— Mr. Moncivaiz sent a brief e-mail to Mr. John Flynn thanking him for the meeting and letting him know that the requested information will be sent to his attention in the afternoon of Wednesday, November 30, 2011. November 29, 2011 Q) PM — Ms. Jennifer White, Assistant County Attorney, sent an email to Mr. John Flynn advising that the County Attorney's Office has not found a legal basis to refund monies paid for water /sewer service. November 29, 2011 (7a, 11:59 PM.— Mr. John Flynn sent an e -mail to the attention of Mr. Peter Lund (UBCS) requesting confirmation of cost associated with the installation of 20 1.5" meters and back billing balances. Mr. Lund will provide an official response to Mr. Flynn after Mr. Moncivaiz provides the official denial of the 1" meter request. November 30, 2011 (a. 4:37 PM — Mr. Moncivaiz sent an e-mail to Mr. John Flynn stating that the buildings do not qualify for installation of 1" meters. A Meter Sizing Form showing the 1.5" meter size determination, based on the submitted plan, was completed by Public Utilities and attached. Staff will wait for written authorization from Mr. Flynn to proceed with the installation of the 1.5" meters. Packet Page -286- 3/27/2012 Item 11. F. November 30, 2011 a, 4:54 PM — Mr. Lund sent an e-mail to Mr. John Flynn highlighting the buildings that will receive the 1.5" meters and backflow assemblies. Mr. Lund provided the cost and availability of payment plans. December 2, 2011 (7a 2:43 PM — Mr. John Flynn sent an e-mail to the attention of Mr. Gilbert Moncivaiz and Mr. George Yilmaz (Public Utilities Administrator) stating that the Public Utilities calculation was incorrect. Mr. Flynn requested that Mr. Yilmaz approve the installation of 1" meters. December 5, 2011 Q) 5:12 PM — Mr. Gilbert Moncivaiz sent an e-mail to Mr. John Flynn stating that there has been no change in the Public Utilities position. Mr. Moncivaiz requested a meeting with Mr. Flynn and his engineer if there was any perceived discrepancy. December 6, 2011 na, 11:24 AM — Mr. John Flynn sent an e-mail exclusively to the attention of Mr. George Yilmaz stating his disagreement with Mr. Moncivaiz' previous e- mail response. Mr. Flynn requested approval for 1" meters. December 6, 2011 (a? 3:37 PM — Public Utilities staff received notification of AIMS issue # 4964 related to Quincy Square. Staff began to construct a response to Ms. Mary Morgan. The AIMS issue was similar to the inquiry of Mr. Flynn. December 7. 2011 Q) 5:25 PM — Mr. Yilmaz requested a meeting with Mr. John Flynn and the engineer of record to review any discrepancies between the two group's positions. A final decision on meter sizing will be provided after the meeting. December 9, 2011— A response to the AIMS issue was provided by Mr. Wides, December 9, 2011(x, 3PM — Staff met with Mr. John Flynn and representatives from Quincy Square to discuss outstanding issues. December 14, 2011 (a) PM — Mr. Yilmaz sent an e-mail to the attention of Mr. John Flynn to summarize the meeting on the 9t". Before any action is taken, Mr. Flynn will have to acknowledge and accept the position outlined in the e-mail. December 18, 2011 Q_)4:20 PM — Mr. John Flynn sent an e-mail to the attention of Mr. Yilmaz approving the replacement of 20 water meters as outlined in a previous e-mail. Mr. Flynn also approved the payment of past sewer charges over three years (see e-mail Exhibit 2). December 20, 2011 - Mr. Flynn, as President of the Quincy Square HOA, signed two interest free deferred payment plans for the sewer back charges for 7820 ($7,582.24) and 7844 ($7,355.88) Clemson Street. The two signed customer payment agreements were returned to UBCS and entered into inHANCE on December 21, 2011. 4 Packet Page -287- 3/27/2012 Item 11. F. December 23, 2011 n, 8:02 AM — Mr. Yilmaz sent an e-mail to the attention of Mr. John Flynn with the meter replacement schedule. January 9, 2012 (a� 11:11 AM — Ms. Libby sent an e-mail advising that all meters had been replaced; also, noting that other cost savings were realized for Quincy Square (see e -mail Exhibit 3). January 9, 2012 (a, 4:50 PM — Mr. Yilmaz responded to an e-mail from Mr. Flynn dated January 5, 2012 @ 8:35 AM. Mr. Flynn had requested that Public Utilities staff provide the billing differences between a 1.5" and a 2" meter since the meters were installed, and pictures of the old and new meters for all locations at Quincy Square. Mr. Yilmaz' response responded that the billing difference request was a rather large task, and he provided an alternative for Mr. Flynn's consideration. Mr. Yilmaz also acknowledged that the requested pictures would arrive under separate cover (see e-mail Exhibit 4, w/ attachments). January 11, 2012 (a, 10:51 AM — Mr. Rob Samouce (the Attorney representing Quincy Square) sent an e-mail to Ms. Jennifer White (Assistant County Attorney), Mr. Moncivaiz, and Mr. Flynn requesting reimbursement for damages suffered as a result of a staff error. Mr. Samouce attached a letter from an independent engineer supporting his position of a staff error (see e-mail Exhibit 5, w/ attachment). January 26, 2012 6i) 2:00 PM Dr. George Yilmaz and Joe Bellone met with Mr. Samouce and other members of the Quincy Square HOA (including but not limited to Mr. Flynn, Mr. McCaauly, and Ms. Mary Morgan) in the offices of Commissioner Hiller at the North County Government facility. Mr. Samouce and Mr. Flynn claimed that 2" meters were installed by the county in error as the plans for Quincy Square indicated that 1.5" meters were required. Mr. Flynn presented a sheet with estimated calculations of the overcharges related to the difference in meter size installed. Commissioner Hiller asked the basis of the calculations, and Mr. Flynn replied that they were estimates based on recent bills received. Commissioner Hiller then asked Dr. Yilmaz if the claim that 2" meters were installed in error. Dr. Yilmaz replied that the developer requested 2" meters, and provided a copy of the record of request for permit (see pages 6, 6a, 6b, 6c) of this Fact Sheet). Commissioner Hiller stated that the permit documentation presented indicated that the 2" meters were properly installed in accordance with the developer's request. She informed Mr. Samouce et al that the Quincy Square HOA has the right to public petition at a scheduled BCC meeting so that all Commissioners may hear the facts in the case. Packet Page -288- 3/27/2012 Item 11. F. .. 8431 � cOEU .. � •.,�' =� • iaftftl WC Wd 1---= 44amos off r--- ~ r- PA 05.1041 FA V*A 411PJ00 PA IF -- - - -- -� - -- . -_.__� acccodo PO4 . i MflEE JR0F WY I N. EEN1•EKHOMES � i Ad*w *&r 3WW a, PW PElJ W BAY BLVD STE 600 T JAJTH. STONER 3 Nr i; SHARON FWS �'iMaati4aw~ JORSEY ° <: •1308 :4 S : 2STORYWS4PLIX800AM : 8t r. 34103 i�'. R38�81�3D8 i�oi�iMo'' 11807 ".Vw ICENTEX HOMES T=031338 �P Packet Page -289- 3/27/2012 Item 11. F. . Comment Listing Report CDPRIO07 - CC=Rent Listing Report 10-**W TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM P 2005012574 INFO OLKO -B 3/8/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT JAVIERMART1NZZ 1/9/2012 WATER & SEWER IMPACT FEES 12/18/11 HOA requested a new 1.58 meter (a downsize from existing 2n motor) approved by Collier County Public Utilities Division.... Javier 3/8/05 NEW 2- METER, OUST. REQUEST, 4 UNITS OVER 1501 SF PER DORSEY, 591 -4308 WATER IMPACT FEES $10,640 (4X$2660 =$10,6401 SEWER IMPACT FEES $12,040 [4X$3010 - $12,0401 METER TAP $851 REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO KUCKO - -J 8/19/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT KUCKO -J 8/19/2005 Time specific 100 6 3:00 8/22/05 $40 David 253 -6761 REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO KUCK0 -7 8/25/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT KUCKO - -J 8/25/2005 .Time specific 100 6 9:00 8/26/05 $40 Kerry 253 -0348 REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE/TIM —Mr 2005012574 INFO WARRffiZW 9/21/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT WARREN -W 9/21/2005 stem wall change 9- 21 -05ww REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO ELIZASETOTERO 9/26/2005 LAST UPDATE USE LAST' UPDATE DATE COMMENT VELLOS-M 10/412005 rev 1 is pending REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO DORISCOUTURE 9/28/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT DORISCOUTURE 9/28/2005 CHRUM ELEC /ROOF SUBS REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO LUNAAGUIRRZ 9/30/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT LUNAAGUIRRB 9/30/2005 9/30/05 RECD TEMP POWER AFFIDAVIT /XLA REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE/TIM PT 2005012574 INFO ASLERKENN3TH 10/3/2005 LAST UPDATE USE LAST UPDATE DATE COMMENT ELIZABETOTERO 8/10/2006 C 0 HLOD UNTIL THERE IS AN APPROVED INSUBSTANTIAL CHANGE TO THE APPROVED SDP $AR6372 .slier County Printed on 2:39:01FX 3/5/2012 CD -Plus for Windows 95/98/NT T Page 1 of 3 Packet Page -290- — 3/27/2012 Item 11. F. CDPRIO07 - Comment Listing Report COMMENT REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE/TIM. INNAK)RATIPATTI 5/4/2006 PT 2005012574 INFO MALOUTA,Z 10/11/2005 REF TYPE REP M b� b LAST UPDATE USE LAST UPDATE DATE PT 2005012574 COMMENT MUZUTA-E 10/11/2005 VELLOS -! 5/11/2006 104 time specific $11:00 $40 10/12/05 Berri 253- 0348/em REF TYPE REP KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM COQ' PT 2005012574 Im MALOUTA Z 10/11/2005 VBLLOS-x 5/26/2006 LAST UPDATE USE LAST UPDATE DATE COMMENT M►LOUPA.Z 10/11/2005 REF TYPE REF KEY 106 time specific 0 11:00 $40 10/12/05 Keri 253- 0348/am ORIGINAL USER ORIGINAL DATE /TIM REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM INFO PT 2005012574 INFO MALOUPA Z 10/11/2005 LAST UPDATE USE LAST UPDATE DATE LAST UPDATE USE LAST UPDATE DATE COUNT MALOUPA -E 10/11/2005 118 time specific 0 11:00 $40 10/12/05 Keri 253- 0348/em rev 6 in progress REP TYPE REP KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO MALOUPA Z 10/11/2005 STATUS LAST UPDATE USE LAST UPDATE DATE PT 2005012574 time MALOUTA_X 6/23/2006 11019 specific $11:00 $40- 10/12/05 Keri 2S3-0348/am REP TYPE REP KEY STATUS ORIGINAL USER ORIGINAL DATE/TIM COMMENT PT 2005012574 INFO STICKTIM 1/4/2006 DEJEA1+1R0®IDNA 7/5/2006 LAST UPDATE USE LAST UPDATE DATE COMMENT STICKTIM 1/412006 STATUS 105 0 7:00 on 1/5106 120.00 Cary 253 -0348 PT 2005012574 INFO DANASPBNCER 8/14/2006 REP TYPE REP KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO ALELIPUZNTES 1/27/2006 LAST UPDATE USE LAST UPDATE DATE Collier County Printed on 2:39:01PH 3/5/2012 CD -Plus for Windows 95/98/NT O Page 2 of 3 Packet Page -291- LAST UPDATE USE LAST UPDATE DATE COMMENT INNAK)RATIPATTI 5/4/2006 REVISION i 4 IN PROGRESS REF TYPE REP M STATUS ORIGINAL USSR ORIGINAL DATE/TIM PT 2005012574 INFO VELLOS -! 5/11/2006 LAST UPDATE USE LAST UPDATE DATE COQ' VBLLOS-x 5/26/2006 REV 5 IN PROGRESS REF TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE /TIM PT 2005012574 INFO VELLOS -K 5/30/2006 LAST UPDATE USE LAST UPDATE DATE COMMENT IN?QJ9)RATIPATTI 8/10/2006 rev 6 in progress REP TYPE REF KEY STATUS ORIGINAL USER ORIGINAL DATE/TIN PT 2005012574 INFO MALOUTA_X 6/23/2006 LAST UPDATE USE LAST UPDATE DATE COMMENT DEJEA1+1R0®IDNA 7/5/2006 REV 47 IN PROGRESS /EM REF TYPE REP KEY STATUS ORIGINAL USER ORIGINAL DATE/TIM PT 2005012574 INFO DANASPBNCER 8/14/2006 LAST UPDATE USE LAST UPDATE DATE Collier County Printed on 2:39:01PH 3/5/2012 CD -Plus for Windows 95/98/NT O Page 2 of 3 Packet Page -291- CDPR1007 - Coamment Listing Report COMMENT DANASPENCER 8/14/2006 8 /14 /06 /FAXBM AM REPORT TO FPL & LCDC /5 iUM= /DLS _ollier County CD -Plus for Windows 95/98/19T 3/27/2012 Item 11. F. 9 Printed on 2:39:OSPK 315/2012 Page 3 of 3 Packet Page -292- Exhibit 2 WidesTom 3/27/2012 Item 11. F. From: John Flynn (QSMP) Dohnflynn @quincysquare.com] Sent: Sunday, December 18, 2011 4:20 PM To: YilmazGeorge Cc: WidesTom; BelloneJoseph; MattauschPaul; LibbyPamela; HapkeMargie; ChmelikTom; WhiteJennifer; Rob Samouce; Michael Etelamaki Subject: Re: Quincy Square in Madison Park Follow -Up to Meeting Friday, December 9, 2011 Dear George, I am still traveling back to Fl, tried to send an email, but believe the email did not go through, so I am resending. I appreciate you and your senior staff meeting with us last week to review Quincy Square's water problem in detail. I approve replacing Quincy Square's 20 water meters for a total cost of $ 1,770. 1 also approve paying about $ 15,000 for the past sewer charges for 7820 and 7844 Clemson Street at 0 % for 3 years. Please advise when the meters will be replaced, so I can notify our residents. Kindly contact me with any questions. Thank you. Regards, John Flynn President /Treasurer Quincy Square at Madison Park 440- 339 -9973 On Dec 14, 2011, at 5:03 PM, YilmazGeorge <GeorgeYilmaz @colliereov.net> wrote: Mr. Flynn, Thank you for meeting with me and my senior staff on Friday afternoon, December 9, 2011. During the course of our meeting, I believe we resolved a few significant items that were brought to my attention and team. I promised that I would get back with you today and recap decisions made as follows: a) As supported by three different methods including standard calculation, Public Utilities staff is able to approve down - sizing of the 2" meters to I.5." meters. This was acceptable to the PUD -CCWSD Director of Engineering for the utility, a Licensed Engineer, and your licensed professional engineer for the Quincy Square buildings. 1 Packet Page -293- 3/27/2012 Item 11. F. b) You also requested to be charged a lower rate for water and sewer services during the period of time to make up for the period when the 2" meters were in place. As we discussed in the meeting, this seems to be an appropriate request by you to the developer who requested 2" meters and you may seek compensation for Quincy Square owners at your discretion. As it has been documented by our staff, the request for the 2" meters came from the developer, and was approved by staff pursuant to CCWSD process. Therefore, I cannot further consider nor have authority grant your request for said reimbursement. c) You asked that we waive the approximate $15,000 for the'previous under - billing of the sewer charges. The Collier County Water -Sewer District is created by a Special Act under Florida Statute Chapter 2003 -353. The Special Act expressly states" ... Free water and free sewer service prohibited ... " Further, of the 20+ buildings located within Quincy Square, all but 2 paid for their monthly water and sewer service. Any relief granted to the owners located within the 2 buildings would be unfair to the owners located in the other buildings that paid sewer fees. In an effort to assist in the financial impact on Quincy Square, I am able to offer Quincy Square an extended monthly payment plan, interest free. Staff has acknowledged this staff error; however, the utility must recover its cost of service. d) Finally, on the meter downsize, I believe the original proposal on replacing the meters was a cost of approximately 20 000. Consistent with Board approved ordinances and policies, staff has been able to reduce that cost to approximately $10,000. 1 requested staff to further review the age of the existing 2" meters. Staff has done so, and found that 17 of the 2" meters can be replaced as part of the utility's meter replacement program. This will be done at no additional direct meter cost to Quincy Square. The labor cost to change the cross connection devices for all 20 meters will be $540. The 3 remaining meters are not eligible for the replacement program, and will be charged to Quincy Square at a cost of $1,230. Therefore, the combined cost is $1,770. I have taken your requests most seriously, and have provided my best and final position in compliance with our charter of the Special Act. Please provide me your acknowledgement and acceptance of this position. It will facilitate the installation of the 1.5" meters under (a), and an extended monthly payment plan, interest free under (c), and most possible reduced the combined cost is $1,770 under (d). Packet Page -294- 3/27/2012 Item 11. F. Mr. Wides and the team will promptly follow up on items (a), (c), and (d) as soon as we receive requested "..your acknowledgement and acceptance of this position..." as indicated in last paragraph. Respectfully, G. George Yilmaz, Ph.D., P.E., P.H. Public Utilities Administrator - Interim Under Florida Law, e-mail addresses are public records. If you do not went your email address released in response to a public records request, do not send electronic mall to this entity. Instead: contact this office by telephone or in writing. 1001N Packet Page -295- Packet Page -296- 3/27/2012 Item 11. F. Page : 1 COLLIER COUNTY UTILITY BILLING & CUSTOMER S5RVICE - POLY Loan Amortization Table n Date : 12/21/20119:09:54 AM User Name : Holly Marriott Account 05464730201 QUINCY SQUARE @ MADISON PARK 153.25 153.25 Location Pay Plan Agr$ement Pay Plan 2/21/2012 Create Date 12/21/2011 Loan Amount 7,355.88 Start Date 12/21/2011 Principal 0.00 End Date 12/21/2015 Interest 0.00 Interest Rate 0% ! Balance 7,355.88 5 Month# Date Payment Principal Interest i Balance 153.25 1 1/21/2012 153.25 153.25 0.00 7,202.63 2 2/21/2012 153.25 153.25 0.00 7,049.38 3 3/21/2012 153.25 153.25 0.00 6,896.13 4 4/21 /2012 153.25 1 53.25 0.00 6,742.88 5 5/21/2012 153.25 153.25 0.00 j 6,589.63 6 6/21/2012 153.25 153.25 0.00 6,436.38 7 7/21/2012 153.25 153.25 0.00 6,283.13 8 8/21/2012 153.25 153.25 0.00 6,129.88 9 9/21/2012 153.25 153.25 0.00 5,976.63 10 10/21/2012 153.25 153.25 0.00 5,823.38 11 11/21/2012 153.25 153.25 0.00 5,670.13 12 12/21/2012 153.25 153.25 0.00 5,516.88 13 1/21/2013 153.25 153.25 0.00 ! 5,363.63 14 2/21/2013 153.25 153.25 0.00 ! 5,210.38 15 3/21/2013 153.25 153.25 0.00 5,057.13 16 4/21/2013 153.25 153.25 0.00 4,903.88 17 5/21 /2013 153.25 153.25 0.00 4,750.63 18 6/21/2013 153.25 153.25 0.00 ! 4,597.38 19 7/21/2013 153.25 153.25 0.00 4,444.13 20 8/21/2013 153.25 153.25 0.00 4,290.88 21 9/21/2013 153.25 153.25 0.00 j 4,137.63 22 10/21/2013 153.25 153.25 0.00 3,984.38 23 11/21/2013 153.25 153.25 0.00 3,831.13 24 12/21/2013 153.25 153.25 0.00 3,677.88 25 1/21/2014 153.25 153.25 0.00 3,524.63 26 2/21/2014 153.25 153.25 0.00 3,371.38 27 3/21 /2014 153.25 153.25 0.00 3,218.13 28 4/21/2014 153.25 153.25 0.00 3,064.88 29 5/21/2014 153.25 153.25 0.00 2,911.63 30 6/21/2014 153.25 153.25 0.00 2,758.38 31 7/21/2014 153.25 153.25 0.00 2,605.13 32 8/21/2014 153.25 153.25 0.00 2,451.88 33 9/21/2014 153.25 153.25 0.00 2,298.63 34 10121/2014 153.25 153.25 0.00 2,145.38 35 11/21/2014 153.25 153.25 0.00 1,992.13 36 12121/2014 153.25 153.25 0.00 1,838.88 37 1/21/2015 153.25 153.25 0.00 1,685.63 38 2/21/2015 153.25 153.25 0.00 1,532.38 Packet Page - 297 - Packet Page -298- i 3/27/2012 Item 11. F. j Page : 2 COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE - POLY Loan Amortization Table Date : 12121/20119:09:54 AM User Name: Holly Marriott i 39 3/21/2015 153.25 153.25 0.00 I 1,379.13 40 4/21/2015 153.25 153.25 0.00 ! 1,225.88 41 5/21/2015 153.25 153.25 0.00 1,072.63 42 6121/2015 153.25 153.25 0.00 919.38 43 7/21/2015 153.25 153.25 0.00 766.13 44 8/2112015 153.25 153.25 0.00 612.88 45 9121/2015 153.25 153.25 0.00 ! 459.63 46 10/21/2015 153.25 153.25 0.00 306.38 47 11/21/2015 153.25 153.25 0.00 153.13 48 12/21/2015 153.13 153.13 0.00 0.00 Packet Page -298- Packet Page -299- 3/27/2012 Item 11. F. n Date : User Name: Page : COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE - POLY Loan Amortization Table 12/2112011 9:04:34 AM Holly Marriott 1 1 Account 05459044401 QUINCY SQUARE HOA Location Pay Plan Agr6ement Pay Plan Create Date 12121/2011 Loan Amount 7,582.24 Start Date 12/21/2011 Principal 0.00 End Date 12/21/2015 Interest 0.00 Interest Rate 0% Balance 7,582.24 Month# Date Payment Principal Interest Balance 1 1/2112012 157.96 157.96 0.00 7,424.28 2 2/21/2012 157.96 157.96 0.00 7,266.32 3 3/21 /2012 157.96 157.96 0.00 7,108.36 4 4/21/2012 157.96 157.96 0.00 6,950.40 5 5121 /2012 157.96 157.96 0.00 .. 6,792.44 6 6/21/2012 157.96 157.96 0.00 6,634.48 7 7/21 /2012 157.96 157.96 0.00 6,476.52 8 8/21/2012 157.96 157.96 0.00 6,318.56 9 9/21/2012 157.96 157.96 0.00 6,160.60 10 10/2112012 157.96 157.96 0.00 6,002.64 11 11/21/2012 157.96 157.96 0.00 ! 5,844.68 12 12/21 /2012 157.96 157.96 0.00 5,686.72 13 1/2112013 157.96 157.96 0.00 5,528.76 14 2/21/2013 157.96 157.96 0.00 5,370.80 15 3/21/2013 157.96 157.96 0.00 5,212.84 16 4/21/2013 157.96 157.96 0.00 5,054.88 17 5/21/2013 157.96 157.96 0.00 4,896.92 18 6121/2013 157.96 157.96 0.00 4,738.96 19 7/21/2013 157.96 157.96 0.00 4,581.00 20 8/21/2013 157.96 157.96 0.00 4,423.04 21 9/21/2013 157.96 157.96 0.00 4,265.08 22 10121/2013 157.96 157.96 0.00 4,107.12 23 11/21/2013 157.96 157.96 0.00 3,949.16 24 12/21/2013 157.96 157.96 0.00 j 3,791.20 25 1/21/2014 157.96 157.96 0.00 3,633.24 26 2/21/2014 157.96 157.96 0.00 3,475.28 27 3/21/2014 157.96 157.96 0.00 3,317.32 28 4121/2014 157.96 157.96 0.00 3,159.36 29 5/21/2014 157.96 157.96 0.00 3,001.40 30 6/21/2014 157.96 157.96 0.00 2,843.44 31 7121/2014 157.96 157.96 0.00 2,685.48 32 8/21/2014 157.96 157.96 0.00 2,527.52 33 9/21/2014 157.96 157.96 0.00 2,369.56 34 10/21 /2014 157.96 157.96 0.00 2,211.60 35 11/21/2014 157.96 157.96 0.00 2,053.64 36 12/21/2014 157.96 157.96 0.00 1,895.68 37 1/21/2015 157.96 157.96 0.00 1,737.72 38 2121/2015 157.96 157.96 0.00 1,579.76 Packet Page -300- 3/27/2012 Item 11.F. Page: 2 COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE - POLY Loan Amortization Table Date : 12/21/2011 9:04:34 AM i User Name: Holly Marriott 39 3/21/2015 157.96 157.96 0.00 1,421.80 40 4/21/2015 157.96 157.96 0.00 1,263.84 41 5/21/2015 157.96 157.96 0.00 1,105.88 42 6/21/2015 157.96 157.96 0.00 947.92 43 7/21/2015 157.96 157.96 0.00 789.96 44 8/2112015 157.96 157.96 0.00 632.00 45 9/21/2015 157.96 157.96 0.00 474.04 46 10/2112015 157.96 157.96 0.00 316.08 47 11121/2015 157.96 157.96 0.00 158.12 48 12/21/2015 158.12 158.12 0.00 0.00 110 \ Packet Page -301- 3/27/2012 Item 11. F. n Exhibit 3 Availability Charges In the water and wastewater utility industry, the methodology for billing service includes the application of an availability charge plus a usage or volume charge. Availability charges are a standard practice in the water and wastewater utility industry, with almost all Florida public utilities employing this methodology for billing of utility service. Further, this is a rate design structure that has also been recognized by the Florida Public Services Commission in the regulation of private utilities for over forty years. Providing water and wastewater service is extremely capital intensive and the District must maintain and have facilities that are sized to meet the daily demands of its customers, regardless of total water and wastewater service a customer may use in a month. The availability charge provides a basis to recover costs associated with maintaining the utility in a "state of readiness" for those times that a customer may require service. For example, the District must have the facilities to meet those days that a customer turns on the water faucet "full blast" to meet its service needs for that day even though the customer may use a fraction of the available water during other times. Recognizing that the majority of the utility costs are fixed and linked to a significant capital investment (the District has over $1 Billion in utility plant investment), the availability charge allows the utility to recover some of the fixed costs that are critical to the ongoing operations of the utility to ensure a working system, with sufficient capacity, for our customers. It also promotes the stability of the revenue stream since not all of the revenues are linked to water and wastewater flow which is variable; a structure which the bond rating ^ agencies consider as preferable. The larger meter links to the specific water needs of the customer, which allows for a greater reservation of capacity for the benefit of and use by the customer. During heavy water demands, the large meter allows more water to be available under constant pressure. As a result. of the increased availability of capacity assigned to a customer through a larger meter, the greater the reservation percentage of the fixed costs that needs to be charged for the ongoing maintenance, rehabilitation and replacement of the utility infrastructure to the customer to promote fairness and equity in cost recovery. The difference between a 1 '/2" meter and a 2" meter is the amount of water that can be provided and the pressure at which the water can be provided. If a smaller meter is placed on a larger pipe, there is an immediate loss in both the amount of water that can be provided and the pressure at which it is delivered simply due to the restriction that the smaller meter inlet and outlet size places on the system. A meter must be designed so that it will produce an accurate measurement of the amount of water that passes through it at any flow rate; the design of a positive displacement measuring device introduces two additional restrictions on the amount of water that can be provided and the pressure at which the water can be provided. First, a meter smaller than the water service size has a smaller measuring chamber through which the water must flow; the smaller size limits both the amount of water and the pressure at which it will be delivered. Secondly, because of the size restrictions of both the pipe (inlet and outlet) and meter size and the smaller measuring chamber size, there is a greater head loss (pressure loss, or drop) across the smaller meter. Packet Page -302- 3/27/2012 Item 11. F. Practically speaking, if a smaller size meter is placed on a service, and there are simultaneous multiple users of water, both the available flow and pressure may not meet the expected Level of Service — the smaller meter acts as a bottleneck in the potential to provide adequate water and pressure. In a multi - family unit, the problem can be multiplied significantly; multiple simultaneous uses, created by multiple users, create the potential to place a large instantaneous demand for water on the service and meter. This peak flow, created by simultaneous uses of dishwashers, washing machines, showers, outdoor irrigation, and other miscellaneous uses, may exceed the ability of a smaller meter to provide sufficient flow and pressure; a larger meter, a meter that is equal to the size of the service, can provide greater flow rates at less of a pressure drop, thus meeting the expected Level of Service. In summary, the table below depicts the pressure loss differences between 1.5" and 2" meters. As an example, the pressure loss at 60 gallons per minute for a 1.5" meter is twice the loss of a 2" meter (4 pounds per square inch (psi) versus 1.9 psi). Comparison Between 1 '/2" and 2" Meters Elster /AMCO Meters; Specifications 1 Y Meter 2" Meter Meter Accuracy Range 98.5 % - 101.5 %Note 1; in GPM 5 -100 8 -160 Continuous Flow; in GPM 50 80 Maximum Flow; in GPM 100 160 Pressure Loss at 20 GPM; psi 0.5 0.2 Pressure Loss at 40 GPM; psi 1.8 0.8 Pressure Loss at 60 GPM; psi 4 1.9 Pressure Loss at 80 GPM; psi 7.4 3.4 Pressure Loss at 100 GPM; psi 11.4 5.3 Pressure Loss at 120 GPM; psi Out of Range 7.5 Collier County Charges and Rates, effective October 1, 2010 Service Availability Charge; Water $74.20 $116.48 Service Availability Charge; Wastewater $118.51 $187.26 Service Availability Charge; Total $192.71 $303.74 Rate per 1000 Gallons, Block 1; Water $2.42 $2.42 • Block 1 Volume 25000 40000 Rate per 1000 Gallons; Wastewater $3.79 $3.79 Note: 1: Meter Accuracy Range of (f1.5 %) is the range specification that a manufacturer must meet in the development and production of a new meter; the Collier County Water -Sewer District follows the acceptable industry practice of accepting a range of f3% (97% -103 %) for an installed /in- service meter. 2 Packet Page -303-