CCWWA Final Order #2024-01ATTACHMENT "A"
Final Order No. 2024-01
RE: Establishment of 2024 Price Index Factor
February 29, 2024
Collier County
Water and Wastewater Authority
CAO
FINAL ORDER NO.2024-01
COLLIER COUNTY WATER AND WASTEWATER AUTHORITY
A FINAL ORDER OF THE COLLIER COUNTY WATER AND WASTEWATER
AUTHORITY, PURSUANT TO SECTION 1-6, COLLIER COUNTY ORDINANCE NO.
96-6, AS AMENDED, PROVIDING FOR THE ADOPTION OF THE 2024 PRICE INDEX
FACTOR SET ANNUALLY BY THE FLORIDA PUBLIC SERVICE COMMISSION, FOR
UTILIZATION IN PRICE INDEX RATE APPLICATIONS FOR INVESTOR -OWNED
WATER AND/OR WASTEWATER UTILITIES OPERATING IN COLLIER COUNTY
AND THE CITY OF MARCO ISLAND.
WHEREAS, Collier County Ordinance No. 96-6, as amended, provides for the Collier
County Water and Wastewater Authority (AUTHORITY) to adopt a price index factor for water
and/or wastewater utilities on or before May 15' of each calendar year for the utilization in price
index rate application; and
WHEREAS, Collier County Ordinance No. 96-6, as amended, provides that the price
index factor shall be equivalent to the price index factor set annually by the Florida Public Service
Commission (COMMISSION); and
WHEREAS, the COMMISSION issued Order No PSC-2023-0383-PAA-WS on
December 21, 2023, establishing the 2024 Price Index of 3.24 percent for water and/or wastewater
utilities; and
WHEREAS, the COMMISSION issued Consummating Order No. PSC-2024-0013-CO-
WSon January 11, 2024, enabling Order No. PSC-2023-0383-PAA-WS to become final and
effective on January 11, 2024
NOW, THEREFORE, IT IS HEREBY ORDERED by the Collier County Water and
Wastewater Authority, in public meeting assembled, that:
1. The 2024 Price Index is 3.24 percent.
2. Any water and/or wastewater utility that intends to increase its rates by implementation
of this price index must notify the AUTHORITY on or after the effective date of this
Final Order of such intent and shall apply the 2024 Price Index to applicable 2023
calendar year operation and maintenance expenses.
3. Utilities using the 2024 Price Index shall use the forms attached as Appendices "A",
"B", "C" and "D", and shall follow all price index application requirements specified
in Collier County Ordinance No. 96-06, as amended, before implementing any index.
4. This Order shall become effective upon adoption by the AUTHORITY and shall
remain in effect until the AUTHORITY authorizes a change.
[24-OPS-0 1079/1845897/1 ] Page 1 of 8
090
This Final Order adopted this 29th day of February 2024, after motion, second, and
majority vote favoring the same.
COLLIER COUNTY WATER AND
WASTEWATER AUTHORITY
BN:
Eloy Ricardo, Chair
Derek D. Perry, Esq.
Assistant County Attorney
[24-OPS-01079/1845897/1] Page 2 of 8
C�
70
APPENDIX "A"
2024 PRICE INDEX APPLICATION
TEST YEAR ENDED DECEMBER 31, 2023'
Utility: WATER WASTEWATER
2023 Operation and maintenance Expenses (O&M)
LESS:
(a) Pass -Through Items:
(1) Purchased Power
(2) Purchased Water
(3) Purchased Sewage
Treatment
(4) Other2:
(b) Rate Case Expenses Included In
2023 Expenses
(c) Adjustments to O&M Expenses from
last rate case, if applicable:
(1)
(2)
Costs to be Indexed
Multiply by the 2024 Price Index Factor 0.0324 0.0324
Indexed Costs
Add: Pass -Through Items
Total of Indexed Costs and Pass -Through Items
Divide Total of Indexed Costs and Pass -Through Items
by Expansion Factor for Regulatory Assessment Fees 0.980 0.980
Increase in Revenue
Divide by 2023 Annualized Revenue
Percentage Increase in Rates
'This amount should be for the calendar year 2023. If the utility is on a fiscal year, a pro
rata distribution between the utility's two affected annual reports should be included as a
supplemental attachment. The annual reports or general ledgers should be used as the source
document(s). The utility is required to send a worksheet showing the pro rata distribution.
[24-OPS-01079/1845897/1] Page 3 of 8
G
2If applicable, deduct on this line any other expenses for which a pass -through has been
received. Specify the type of expense, which is being deducted.
3If rates changed during or subsequent to calendar year 2023, the book revenues must be adjusted
to show the changes and an explanation of the calculation should be attached to this form. (See
Appendix `B" for instructions and sample format.)
[24-OPS-01079/1845897/11 Page 4 of 8
P)
a
0
APPENDIX "B"
ANNUALIZED REVENUE WORKSHEET
Have rates charged for customer services changed since January 1, 2023?
( ) If no, the utility should use actual revenues. This form may be disregarded.
( ) If yes, the utility must annualize its revenues. Complete the remainder of this form.
Annualizing calculates the revenue the utility would have earned based upon 2023 customer
consumption at the most current rates in effect. To complete this calculation, the utility will need
consumption data for 2023 to apply to the existing rate schedule. Below is a sample, which may
be used.
CALCULATION OF ANNUALIZED REVENUES'
Number of
Bills/
Gallons Sold x
Residential Bills:
5/8" x 3/4" meters
1" meters
1 '/2" meters
2" meters
Total No. Bills
Gallons Sold
Other Revenue
General Service:
5/8" x 3/4" meters
1" meters
1 %2" meters
2" meters
3" meters
4" meters
6" meters
Total No. Bills
Gallons Sold
Other Revenue
Total Annualized Revenues for 2023
2
2
Current
Rates
2
2
Annualized
Revenues
`A
►A
[24-OP S-01079/ 1845 897/ 1 ]
Page 5 of 8
'Annualized revenues must be calculated separately if the utility consists of both a water
system and a sewer system. This form is designed specifically for utilities using a base facility
charge rate structure. If annualized revenues must be calculated and further assistance is needed,
contact the Utility Regulation Staff at (239) 252-4150.
2Complete only if billing charge is separate.
[24-OPS-01079/1845897/11 Page 6 of 8
AO
0
I,
authorized representative of
APPENDIX "C"
AFFIDAVIT
UNDER OATH hereby affirms that I am the duly
and that the figures and
calculations upon which the change in rates is based are accurate and that the change will not cause
said to exceed its last authorized or calculated rate of return, which is
This affidavit is made pursuant to this utility's request for a 2024 price index rate increase.
Title
(Print Name)
Pursuant to Section 117.05(13)(a), Florida Statutes, the following notarial certificate is sufficient
for an oath or affirmation:
STATE OF FLORIDA
COUNTY OF
Sworn to (or affirmed) and subscribed before me by means of ❑ physical presence or ❑ online
notarization, this day of ear , by (name of person making statement)-.
(Signature of Notary Public - State of Florida)
(Print, Type, or Stamp Commissioned Name of Notary Public)
Personally Known OR Produced Identification
Type of Identification Produced
[24-OPS-01079/1845897/11 Page 7 of 8
APPENDIX "D"
NOTICE TO CUSTOMERS
On February 29, 2024, the Collier County Water and Wastewater Authority adopted
provisions permitting water and wastewater utilities to adjust the rates it charges to its customers
without those customers bearing the additional expense of a public hearing. The adjustments in
rates would depend on increases or decreases in non -controllable expenses subject to inflationary
pressures such as chemicals, and other operational and maintenance costs.
On ,
filed notice of intent with
the Growth Management Department (GMD) Operations & Regulatory Management Division, to
increase water and wastewater rates as a result of this action. If acknowledged and approved by
the Collier County Water and Wastewater Authority, water rates will increase by approximately
and wastewater rates by %. The adjusted rates should be reflected on your
bill.
Should you have any questions, please contact your local utility office. Be sure to have
your account number handy for quick reference. Customers may also direct inquiries to the GMD
Operations & Regulatory Management Division, 2800 Horseshoe Drive North, Naples, Florida
34104 at (239) 252-4150.
[24-OPS-01079/1845897/11 Page 8 of 8
O`d0