Agenda 03/10/2020 Item #16C 6 (Coach Homes II at Treviso Bay Credit Adjustments)03/10/2020
EXECUTIVE SUMMARY
Recommendation to approve a water and sewer credit adjustment to Coach Homes II at Treviso
Bay.
OBJECTIVE: To issue the customer a credit adjustment to correct billing that occurred at the incorrect
rate code as per county ordinance.
CONSIDERATIONS: On September 25, 2014, Coach Homes II at Treviso Bay, Casoria Court was
approved for a three-inch (3”) meter for domestic use. A six-inch (6”) meter was installed to allow for fire
flow in addition to the domestic use. When the account was set up, the billing code was incorrectly set
for a six-inch (6”) meter.
On January 23, 2020, the new property management company requested details on the account rates and
billing. While reviewing the account, it was discovered that although the meter was sized for domestic use
as a three-inch (3”) meter, it had been billing at the installed rate of a six-inch (6”) meter since May 2015.
Staff performed an account analysis to calculate the difference in water and wastewater charges going
back 4 years which results in a credit of $72,621.50.
Staff immediately undertook a review of the other large meters associated with this project and found all
of the others (two) are billing at their approved domestic use sizes, respectively.
Staff also conducted a review of the large meter accounts set up in the last 12 months and confirmed that
rate codes are being correctly applied based on domestic use sizing approvals.
Staff has procedures in place to prevent future occurrence. New accounts and rates are set in the billing
system upon receipt of domestic meter size approvals. Meters are attached to accounts once installation is
complete.
FISCAL IMPACT: Funding for the credit adjustment in the total amount of $72,621.50 is available in
the FY2020 Operating Budget approved by the Board on September 19, 2019. The source of the funding
is the Collier County Water-Sewer District Operating Fund (408).
GROWTH MANAGEMENT IMPACT: There are no Growth Management Impacts associated with
this Executive Summary.
LEGAL CONSIDERATIONS: Section 95.11(3)(k), Florida Statutes, provides for a 4-year statute of
limitations for this type of matter. As such, a refund for the difference over the past 4 years is legally
supportable and this item is approved for form and legality and requires a majority vote for Board action.
- JAB
RECOMMENDATION: To approve the water and sewer credit adjustment to Coach Homes II at
Treviso Bay.
PREPARED BY: Annia Machin, Manager, Utility Billing & Customer Service
ATTACHMENT(S)
1. A-Adjustment_00125702100 (PDF)
16.C.6
Packet Pg. 771
03/10/2020
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.6
Doc ID: 11741
Item Summary: Recommendation to approve a water and sewer credit adjustment to Coach
Homes II at Treviso Bay.
Meeting Date: 03/10/2020
Prepared by:
Title: – Public Utilities Department
Name: Drew Cody
02/19/2020 11:31 AM
Submitted by:
Title: Division Director - Operations Support – Public Utilities Operations Support
Name: Joseph Bellone
02/19/2020 11:31 AM
Approved By:
Review:
Public Utilities Operations Support AmiaMarie Curry Additional Reviewer Completed 02/19/2020 11:50 AM
Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 02/19/2020 3:12 PM
Public Utilities Department Drew Cody Level 1 Division Reviewer Completed 02/19/2020 3:43 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 02/24/2020 1:43 PM
Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 02/26/2020 5:33 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 02/27/2020 8:15 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/27/2020 10:12 AM
Budget and Management Office Ed Finn Additional Reviewer Completed 02/27/2020 4:46 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 03/01/2020 11:26 AM
Board of County Commissioners MaryJo Brock Meeting Pending 03/10/2020 9:00 AM
16.C.6
Packet Pg. 772
DATE:2/19/2020
ACCOUNT NUMBER:00125702100
CUSTOMER NAME:Coach Homes II at Treviso Bay
SITE ADDRESS:0 Casoria Ct
THE FOLLOWING CHANGES TO THE ABOVE ACCOUNT ARE TO BE MADE:
PRIOR YR CREDIT $22,925.44 WATER
PRIOR YR CREDIT -$ SURCHARGE/RESIDENTIAL
PRIOR YR CREDIT $45,382.98 SEWER
68,308.42$
CURRENT CREDIT $1,383.60 WATER
CURRENT CREDIT -$ SURCHARGE/RESIDENTIAL
CURRENT CREDIT $2,929.48 SEWER
4,313.08$
TOTAL CREDIT 72,621.50$
REASON: Customer's account was billing for an 6" rate code and should have been billing
for a 3" rate code. Credit adjustment from May 2015 to December 2019. Customer billed
correctly in January 2020.
REQUESTED BY:Verify Team
PREPARED BY:
BILLING LEAD
BILLING SUPERVISOR
MANAGER
DIRECTOR
ADMINISTRATOR
COUNTY MANAGER
ENTERED IN SYSTEM
ACCOUNT CHANGE/ADJUSTMENT FORM
16.C.6.a
Packet Pg. 773 Attachment: A-Adjustment_00125702100 (11741 : Water-Sewer Credit Adjustment to Coach Homes II at Treviso Bay)
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A B C D E F G H I
COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE Current Year Water $1,383.60
ACCOUNT: 00125702100 Current Year Sewer $2,929.48
NAME: COACH HOMES II AT TREVISO BAY Prior Year Water $22,925.44
ADDRESS : 0 CASORIA COURT Prior Year Sewer $45,382.98
Total Credit 48 Months $72,621.50
Transaction
Date Read Date Usage Street Group/Income
Center Charge 6" Rate
Code
Charges Should
have Billed 3" Rate
Code
Differences
12/31/2019 12/23/2019 218 CASORIA CT WATER / SEWER $3,040.05 CCS9 $1,575.31 $1,464.74
11/27/2019 11/22/2019 225 CASORIA CT WATER / SEWER $3,074.77 CCS9 $1,610.03 $1,464.74
10/28/2019 10/22/2019 202 CASORIA CT WATER / SEWER $2,700.60 CCS9 $1,463.01 $1,237.59
9/30/2019 9/24/2019 202 CASORIA CT WATER / SEWER $2,700.60 CCS9 $1,463.01 $1,237.59
8/28/2019 8/22/2019 189 CASORIA CT WATER / SEWER $2,637.94 CCS9 $1,400.35 $1,237.59
7/29/2019 7/23/2019 190 CASORIA CT WATER / SEWER $2,642.76 CCS9 $1,405.17 $1,237.59
6/28/2019 6/24/2019 207 CASORIA CT WATER / SEWER $2,724.70 CCS9 $1,487.11 $1,237.59
5/30/2019 5/23/2019 209 CASORIA CT WATER / SEWER $2,734.34 CCS9 $1,496.75 $1,237.59
4/29/2019 4/23/2019 250 CASORIA CT WATER / SEWER $2,931.96 CCS9 $1,694.37 $1,237.59
3/29/2019 3/25/2019 289 CASORIA CT WATER / SEWER $3,119.94 CCS9 $1,882.35 $1,237.59
2/28/2019 2/25/2019 309 CASORIA CT WATER / SEWER $3,216.34 CCS9 $1,978.75 $1,237.59
1/30/2019 1/24/2019 269 CASORIA CT WATER / SEWER $3,023.54 CCS9 $1,785.95 $1,237.59
12/31/2018 12/26/2018 226 CASORIA CT WATER / SEWER $2,816.28 CCS9 $1,578.69 $1,237.59
11/30/2018 11/27/2018 303 CASORIA CT WATER / SEWER $3,187.42 CCS9 $1,949.83 $1,237.59
10/29/2018 10/23/2018 227 CASORIA CT WATER / SEWER $2,485.06 CCS9 $1,494.45 $990.61
9/28/2018 9/25/2018 216 CASORIA CT WATER / SEWER $2,433.47 CCS9 $1,442.86 $990.61
8/29/2018 8/23/2018 205 CASORIA CT WATER / SEWER $2,381.88 CCS9 $1,391.27 $990.61
7/30/2018 7/24/2018 212 CASORIA CT WATER / SEWER $2,414.71 CCS9 $1,424.10 $990.61
6/29/2018 6/22/2018 201 CASORIA CT WATER / SEWER $2,363.12 CCS9 $1,372.51 $990.61
5/30/2018 5/23/2018 222 CASORIA CT WATER / SEWER $2,461.61 CCS9 $1,471.00 $990.61
4/30/2018 4/24/2018 269 CASORIA CT WATER / SEWER $2,682.04 CCS9 $1,691.43 $990.61
3/29/2018 3/23/2018 271 CASORIA CT WATER / SEWER $2,691.42 CCS9 $1,700.81 $990.61
16.C.6.a
Packet Pg. 774 Attachment: A-Adjustment_00125702100 (11741 : Water-Sewer Credit Adjustment to Coach Homes II at
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A B C D E F G H I
COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE Current Year Water $1,383.60
ACCOUNT: 00125702100 Current Year Sewer $2,929.48
NAME: COACH HOMES II AT TREVISO BAY Prior Year Water $22,925.44
ADDRESS : 0 CASORIA COURT Prior Year Sewer $45,382.98
Total Credit 48 Months $72,621.50
Transaction
Date Read Date Usage Street Group/Income
Center Charge 6" Rate
Code
Charges Should
have Billed 3" Rate
Code
Differences
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
2/28/2018 2/23/2018 293 CASORIA CT WATER / SEWER $2,794.60 CCS9 $1,803.99 $990.61
1/30/2018 1/24/2018 259 CASORIA CT WATER / SEWER $2,635.14 CCS9 $1,644.53 $990.61
12/29/2017 12/26/2017 227 CASORIA CT WATER / SEWER $2,485.06 CCS9 $1,494.45 $990.61
11/30/2017 11/27/2017 238 CASORIA CT WATER / SEWER $2,536.65 CCS9 $1,546.04 $990.61
10/30/2017 10/24/2017 138 CASORIA CT WATER / SEWER $2,009.68 CCS9 $1,046.99 $962.69
9/29/2017 9/25/2017 121 CASORIA CT WATER / SEWER $1,932.16 CCS9 $969.47 $962.69
8/30/2017 8/24/2017 95 CASORIA CT WATER / SEWER $1,813.60 CCS9 $850.91 $962.69
7/31/2017 7/25/2017 64 CASORIA CT WATER / SEWER $1,672.24 CCS9 $709.55 $962.69
6/28/2017 6/22/2017 46 CASORIA CT WATER / SEWER $1,590.16 CCS9 $627.47 $962.69
5/31/2017 5/23/2017 80 CASORIA CT WATER / SEWER $1,745.20 CCS9 $782.51 $962.69
4/28/2017 4/24/2017 106 CASORIA CT WATER / SEWER $1,863.76 CCS9 $901.07 $962.69
3/30/2017 3/24/2017 128 CASORIA CT WATER / SEWER $1,964.08 CCS9 $1,001.39 $962.69
2/28/2017 2/22/2017 101 CASORIA CT WATER / SEWER $1,840.96 CCS9 $878.27 $962.69
1/31/2017 1/24/2017 104 CASORIA CT WATER / SEWER $1,854.64 CCS9 $891.95 $962.69
12/30/2016 12/22/2016 68 CASORIA CT WATER / SEWER $1,690.48 CCS9 $727.79 $962.69
11/30/2016 11/22/2016 75 CASORIA CT WATER / SEWER $1,722.40 CCS9 $759.71 $962.69
10/27/2016 10/21/2016 41 CASORIA CT WATER / SEWER $1,492.61 CCS9 $604.67 $887.94
9/30/2016 9/26/2016 52 CASORIA CT WATER / SEWER $1,540.35 CCS9 $654.83 $885.52
8/30/2016 8/24/2016 41 CASORIA CT WATER / SEWER $1,492.61 CCS9 $604.67 $887.94
7/29/2016 7/25/2016 49 CASORIA CT WATER / SEWER $1,527.33 CCS9 $641.15 $886.18
6/27/2016 6/21/2016 50 CASORIA CT WATER / SEWER $1,531.67 CCS9 $645.71 $885.96
5/27/2016 5/20/2016 42 CASORIA CT WATER / SEWER $1,496.95 CCS9 $609.23 $887.72
4/27/2016 4/21/2016 53 CASORIA CT WATER / SEWER $1,544.69 CCS9 $659.39 $885.30
3/29/2016 3/23/2016 51 CASORIA CT WATER / SEWER $1,536.01 CCS9 $650.27 $885.74
16.C.6.a
Packet Pg. 775 Attachment: A-Adjustment_00125702100 (11741 : Water-Sewer Credit Adjustment to Coach Homes II at
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A B C D E F G H I
COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE Current Year Water $1,383.60
ACCOUNT: 00125702100 Current Year Sewer $2,929.48
NAME: COACH HOMES II AT TREVISO BAY Prior Year Water $22,925.44
ADDRESS : 0 CASORIA COURT Prior Year Sewer $45,382.98
Total Credit 48 Months $72,621.50
Transaction
Date Read Date Usage Street Group/Income
Center Charge 6" Rate
Code
Charges Should
have Billed 3" Rate
Code
Differences
58
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64
65
66
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70
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84
12/31/2019 12/23/2019 218 CASORIA CT WATER / WATER $2,033.98 CCW9 $1,331.05 $702.93
11/27/2019 11/22/2019 225 CASORIA CT WATER / WATER $2,056.10 CCW9 $1,375.43 $680.67
10/28/2019 10/22/2019 202 CASORIA CT WATER / WATER $1,903.09 CCW9 $1,189.71 $713.38
9/30/2019 9/24/2019 202 CASORIA CT WATER / WATER $1,903.09 CCW9 $1,189.71 $713.38
8/28/2019 8/22/2019 189 CASORIA CT WATER / WATER $1,863.18 CCW9 $1,109.63 $753.55
7/29/2019 7/23/2019 190 CASORIA CT WATER / WATER $1,866.25 CCW9 $1,115.79 $750.46
6/28/2019 6/24/2019 207 CASORIA CT WATER / WATER $1,918.44 CCW9 $1,220.51 $697.93
5/30/2019 5/23/2019 209 CASORIA CT WATER / WATER $1,924.58 CCW9 $1,232.83 $691.75
4/29/2019 4/23/2019 250 CASORIA CT WATER / WATER $2,050.45 CCW9 $1,485.39 $565.06
3/29/2019 3/25/2019 289 CASORIA CT WATER / WATER $2,170.18 CCW9 $1,725.63 $444.55
2/28/2019 2/25/2019 309 CASORIA CT WATER / WATER $2,231.58 CCW9 $1,862.60 $368.98
1/30/2019 1/24/2019 269 CASORIA CT WATER / WATER $2,108.78 CCW9 $1,602.43 $506.35
12/31/2018 12/26/2018 226 CASORIA CT WATER / WATER $1,976.77 CCW9 $1,337.55 $639.22
11/30/2018 11/27/2018 303 CASORIA CT WATER / WATER $2,213.16 CCW9 $1,816.46 $396.70
10/29/2018 10/23/2018 227 CASORIA CT WATER / WATER $1,555.80 CCW9 $1,267.59 $288.21
9/28/2018 9/25/2018 216 CASORIA CT WATER / WATER $1,522.91 CCW9 $1,201.70 $321.21
8/29/2018 8/23/2018 205 CASORIA CT WATER / WATER $1,490.02 CCW9 $1,135.81 $354.21
7/30/2018 7/24/2018 212 CASORIA CT WATER / WATER $1,510.95 CCW9 $1,177.74 $333.21
6/29/2018 6/22/2018 201 CASORIA CT WATER / WATER $1,478.06 CCW9 $1,111.85 $366.21
5/30/2018 5/23/2018 222 CASORIA CT WATER / WATER $1,540.85 CCW9 $1,237.64 $303.21
4/30/2018 4/24/2018 269 CASORIA CT WATER / WATER $1,710.26 CCW9 $1,519.17 $191.09
3/29/2018 3/23/2018 271 CASORIA CT WATER / WATER $1,719.28 CCW9 $1,531.15 $188.13
2/28/2018 2/23/2018 293 CASORIA CT WATER / WATER $1,818.50 CCW9 $1,662.93 $155.57
1/30/2018 1/24/2018 259 CASORIA CT WATER / WATER $1,665.16 CCW9 $1,459.27 $205.89
12/29/2017 12/26/2017 227 CASORIA CT WATER / WATER $1,555.80 CCW9 $1,267.59 $288.21
16.C.6.a
Packet Pg. 776 Attachment: A-Adjustment_00125702100 (11741 : Water-Sewer Credit Adjustment to Coach Homes II at
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A B C D E F G H I
COLLIER COUNTY UTILITY BILLING & CUSTOMER SERVICE Current Year Water $1,383.60
ACCOUNT: 00125702100 Current Year Sewer $2,929.48
NAME: COACH HOMES II AT TREVISO BAY Prior Year Water $22,925.44
ADDRESS : 0 CASORIA COURT Prior Year Sewer $45,382.98
Total Credit 48 Months $72,621.50
Transaction
Date Read Date Usage Street Group/Income
Center Charge 6" Rate
Code
Charges Should
have Billed 3" Rate
Code
Differences
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
11/30/2017 11/27/2017 238 CASORIA CT WATER / WATER $1,588.69 CCW9 $1,333.48 $255.21
10/30/2017 10/24/2017 138 CASORIA CT WATER / WATER $1,253.93 CCW9 $745.60 $508.33
9/29/2017 9/25/2017 121 CASORIA CT WATER / WATER $1,204.46 CCW9 $671.14 $533.32
8/30/2017 8/24/2017 95 CASORIA CT WATER / WATER $1,128.80 CCW9 $557.26 $571.54
7/31/2017 7/25/2017 64 CASORIA CT WATER / WATER $1,038.59 CCW9 $445.00 $593.59
6/28/2017 6/22/2017 46 CASORIA CT WATER / WATER $986.21 CCW9 $392.62 $593.59
5/31/2017 5/23/2017 80 CASORIA CT WATER / WATER $1,085.15 CCW9 $491.56 $593.59
4/28/2017 4/24/2017 106 CASORIA CT WATER / WATER $1,160.81 CCW9 $605.44 $555.37
3/30/2017 3/24/2017 128 CASORIA CT WATER / WATER $1,224.83 CCW9 $701.80 $523.03
2/28/2017 2/22/2017 101 CASORIA CT WATER / WATER $1,146.26 CCW9 $583.54 $562.72
1/31/2017 1/24/2017 104 CASORIA CT WATER / WATER $1,154.99 CCW9 $596.68 $558.31
12/30/2016 12/22/2016 68 CASORIA CT WATER / WATER $1,050.23 CCW9 $456.64 $593.59
11/30/2016 11/22/2016 75 CASORIA CT WATER / WATER $1,070.60 CCW9 $477.01 $593.59
10/27/2016 10/21/2016 41 CASORIA CT WATER / WATER $925.33 CCW9 $360.01 $565.32
9/30/2016 9/26/2016 52 CASORIA CT WATER / WATER $955.80 CCW9 $390.48 $565.32
8/30/2016 8/24/2016 41 CASORIA CT WATER / WATER $925.33 CCW9 $360.01 $565.32
7/29/2016 7/25/2016 49 CASORIA CT WATER / WATER $947.49 CCW9 $382.17 $565.32
6/27/2016 6/21/2016 50 CASORIA CT WATER / WATER $950.26 CCW9 $384.94 $565.32
5/27/2016 5/20/2016 42 CASORIA CT WATER / WATER $928.10 CCW9 $362.78 $565.32
4/27/2016 4/21/2016 53 CASORIA CT WATER / WATER $958.57 CCW9 $393.25 $565.32
3/29/2016 3/23/2016 51 CASORIA CT WATER / WATER $953.03 CCW9 $387.71 $565.32
2/29/2016 2/26/2016 51 CASORIA CT WATER / WATER $953.03 CCW9 $387.71 $565.32
1/28/2016 1/22/2016 34 CASORIA CT WATER / WATER $905.94 CCW9 $340.62 $565.32
16.C.6.a
Packet Pg. 777 Attachment: A-Adjustment_00125702100 (11741 : Water-Sewer Credit Adjustment to Coach Homes II at