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Agenda 12/08/2020 Item #16C 2 (Resolution removing uncollectibles Public Utilities Department)12/08/2020 EXECUTIVE SUMMARY Recommendation to approve a Resolution removing uncollectible accounts receivable and their respective balances from the financial records of Collier County Public Utilities Department in the amount of $11,314.91. OBJECTIVE: Remove uncollectible balances from the Accounts Receivable Ledger for prior years to accurately represent the true asset balances. CONSIDERATIONS: Accounts receivable management includes the periodic recognition of bad debt expense for accounts that have been identified as uncollectible. Amounts recommended for removal from the accounts receivable include water and sewer uncollected customer’s account balances, Solid Waste disposal ticket, a mandatory solid waste fee, and miscellaneous billing accounts. The annual review of all accounts receivable balances as of September 30, 2020 was completed as part of the Fiscal 2020 year-end reports. Collection efforts for unpaid balances included in this recommendation have been exhausted (Exhibit 1). A summary by write-off category for each receivable balance follows. Reason CCWSD Operating 408 Landfill Operating 470 Mandatory Collections 473 Grand Total Exceeds Statute of Limitations $4,766.46 $4,766.46 Misc. Billings $7,592.76 $170.36 $7,763.12 Landfill Transactions-credits Landfill Transactions-NSFs $(1,926.73) $ 712.06 $(1,214.67) Totals $12,359.22 $(1,214.67) $170.36 $11,314.91 Fund 408 · Water/Sewer Accounts Receivable: The balance of $4,766.46 represents 5 utility account balances for customers that are more than four years old, exceeding the statute of limitation for collection. · Miscellaneous Billing: Fund (408) The balance of $7,592.76 represents three Water Distribution invoices billed for bacteriological testing or repairs to service lines where the balances are uncollectable. Balance exceeds statute of limitations. Fund 470 · Landfill Prepay Account: Financial Operations Division has identified the following: twelve (12) uncollectable account in Fund 470 (Solid Waste Disposal) in the amount of $712.06 because of insufficient funds and Seventeen (17) inactive escrow account balances in the amount of $(1,926.73) total write off amount $(1,214.67). Fund 473 · Miscellaneous Billing: Fund (473) Mandatory Solid Waste: The balance of $170.36 represents Solid Waste fees not collected at time of CO. Property ownership transferred was not disclosed/collected at time of closing. FISCAL IMPACT: Removal of accounts receivable balances will increase/(decrease) the bad debt in the following funds: · in the Collier County Water-Sewer District Operating Fund (408) by $12,359.22 16.C.2 Packet Pg. 2362 12/08/2020 · in Landfill Billing Fund (470) by $(1,214.67) · in the Mandatory Collections Fund (473) by $170.36 GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this action. LEGAL CONSIDERATIONS: This item is in conformance with Resolution No. 2006-252, and as such is approved as to form and legality. This item requires majority vote for approval. - JAB RECOMMENDATION: That the Board of County Commissioners, Ex-officio the Governing Board of the Collier County Water-Sewer District, approve a Resolution removing uncollectible accounts receivable and their respective balances from the financial records of the Collier County Public Utilities Department and approve a total write-off in the amount of $11,314.91 Prepared by: Annia M. Machin, UBCS Manager, Financial Operations Division ATTACHMENT(S) 1. UBCS Write Offs 2020 (PDF) 2. Resolution 2020 (PDF) 16.C.2 Packet Pg. 2363 12/08/2020 COLLIER COUNTY Board of County Commissioners Item Number: 16.C.2 Doc ID: 14237 Item Summary: Recommendation to approve a Resolution removing uncollectible accounts receivable and their respective balances from the financial records of Collier County Public Utilities Department in the amount of $11,314.91. Meeting Date: 12/08/2020 Prepared by: Title: Operations Analyst – Public Utilities Operations Support Name: Heather Sweet 11/16/2020 8:37 AM Submitted by: Title: Operations Analyst – Public Utilities Operations Support Name: Heather Sweet 11/16/2020 8:37 AM Approved By: Review: Public Utilities Operations Support Annia Machin Additional Reviewer Completed 11/16/2020 8:51 AM Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 11/16/2020 9:05 AM Public Utilities Operations Support AmiaMarie Curry Additional Reviewer Completed 11/16/2020 11:36 AM Public Utilities Department Dan Rodriguez Additional Reviewer Completed 11/16/2020 3:32 PM Public Utilities Department Drew Cody Level 1 Division Reviewer Completed 11/16/2020 3:47 PM County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 11/19/2020 11:39 AM Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 11/25/2020 1:46 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 11/25/2020 3:13 PM Budget and Management Office Ed Finn Additional Reviewer Completed 11/30/2020 11:39 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 11/30/2020 11:45 AM County Manager's Office Sean Callahan Level 4 County Manager Review Completed 11/30/2020 3:39 PM Board of County Commissioners MaryJo Brock Meeting Pending 12/08/2020 9:00 AM 16.C.2 Packet Pg. 2364 408 - Exceeds Statute of Limitations 470- Landfill Miscellaneous Billing Total A Miscellaneous Billing (408)4,766.46 7,592.76 12,359.22 B Landfill (470)(1,214.67) (1,214.67) C Mandatory Solid Waste (473)170.36 170.36 Totals 4,766.46 (1,214.67) 7,763.12 11,314.91 16.C.2.a Packet Pg. 2365 Attachment: UBCS Write Offs 2020 (14237 : Recommendation to approve a Resolution removing uncollectible accounts receivable) Public Utilities Division Water/Sewer Write Offs 2014 Account #Customer Name Last Charge Date Balance to be written off Due Date Account Type Reason for Write Off Comments 08401718200 Camacho, Julian 8/23/2019 $ 253.22 9/12/2019 Water/Sewer Balance exceeds statute of limitations 03923698201 Caspian Builders LLC 8/12/2019 $ 558.90 9/1/2019 Water/Sewer Balance exceeds statute of limitations 03300560401 Watt, Kima 9/5/2019 $ 966.10 9/25/2019 Water/Sewer Balance exceeds statute of limitations 08154313701 Maricia Noel Inc.11/3/2020 $ 2,963.24 11/22/2020 Water/Sewer Balance exceeds statute of limitations 00300116210 Hidalgo, Alicia 8/7/2018 $ 25.00 8/7/2018 Water/Sewer Balance exceeds statute of limitations Total Write Off $ 4,766.46 16.C.2.a Packet Pg. 2366 Attachment: UBCS Write Offs 2020 (14237 : Recommendation to approve a Resolution removing Fund SAP Account #Customer Name Invoice Date Balance to be written off Due Date Account Type Reason for Write Off Comments 408 303535 Thomas Williams Construction, Inc.9/28/2016 $ 351.46 10/28/2016 Miscellaneous Billing Balance exceeds statute of limitations 408 303510 ABC Lawn Care 9/1/2016 6,399.01$ 10/1/2016 Miscellaneous Billing Balance exceeds statute of limitations 408 303050 Marco Fire Protection 5/6/2015 842.29$ 6/5/2015 Miscellaneous Billing Balance exceeds statute of limitations 473 303156 Eva A. Guerrero 8/14/2015 170.36$ 9/13/2015 Miscellaneous Billing Balance exceeds statute of limitations Total Write Off $ 7,763.12 16.C.2.a Packet Pg. 2367 Attachment: UBCS Write Offs 2020 (14237 : Recommendation to approve a Resolution removing Account # Last Charge Date Balance to be written off Account Type Reason for Write Off Comments Inactive Business 100477 NOBLES COLLIER 5/29/2012 9.18$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Cash payment 105133 CIRCLE B GRADING 11/27/2012 7.46$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment 105241 SOUTH WIND MOBILE VILLAGE/ARC 3/21/2013 8.47$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years CC Payment 100742 JESUS GARCIA LAWN SERVICE 5/24/2012 9.07$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Cash Deposit 100554 YARDS OF PLEASURE 9/7/2015 9.14$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment 105065 QUEEN OF THE 7 SEAS INC 5/29/2012 11.31$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment 105057 MARCO HITCHING POST RV 4/9/2014 13.95$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Cash Deposit 100701 OWENS PROPERTY MAINTENANCE 1/8/2014 35.57$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment 100520 AIMS LAWN SERVICE INC 9/15/2016 39.87$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Cash Payment 100583 LANDSCAPE MAINT OF COLLIER 8/13/2009 45.02$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Cash Payment 105309 WASTEWORKS 12/20/2011 48.12$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment 105207 PCL LANDSCAPES 7/17/2012 177.66$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years CC Payment 100485 CARDINAL ROOFING & SIDING 5/23/2013 218.83$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years CC Payment 105294 N SQUARE, INC. 1/11/2013 248.30$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment 105314 ARBOR TECH 5/8/2012 250.00$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years CC Payment 100541 WEST COAST DRYWALL CONST 12/4/2012 324.65$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years CC Visa 105343 COLLIER SITE SERVICES 8/27/2013 470.13$ Inactive LF Prepay Company is out of business, no landfill activity for at least four years Check Payment Sub Total (1,926.73)$ NSF Checks Account #Customer Name Check #Document Date Balance to be written off Account Type Reason for Write Off Comments 105291 Liberty Disposal LLC 1785 10/24/2013 118.09$ Inactive LF Prepay Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Dan Malinowski Inc.6389 3/12/2014 24.09$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Coastal Remodelling Naples 1007 10/20/2014 69.09$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Delvira Beauplan 193 12/29/2014 39.79$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer David Pearce 4 9/15/2015 92.12$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer General Tree & Lawn Services 1024 12/21/2015 99.46$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Marco Macguyver LLC 153 9/26/2018 63.89$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Homescapes of FL Inc 1005 5/29/2019 43.55$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Cabinets & Floors 992 8/30/2019 34.05$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Cabinets & Floors 993 8/30/2019 34.84$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Cabinets & Floors 994 9/2/2019 49.09$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Cash Customer Jason Wallet 7326 10/5/2019 44.00$ No Landfill Account Returned check due to insufficient fund Collection letter was sent to customer but no payment has been received Sub Total 712.06$ Total Write Off (1,214.67)$ Customer Name 16.C.2.a Packet Pg. 2368 Attachment: UBCS Write Offs 2020 (14237 : Recommendation to approve a Resolution removing 16.C.2.b Packet Pg. 2369 Attachment: Resolution 2020 (14237 : Recommendation to approve a Resolution removing uncollectible accounts receivable) 16.C.2.b Packet Pg. 2370 Attachment: Resolution 2020 (14237 : Recommendation to approve a Resolution removing uncollectible accounts receivable)