CCWWA Agenda 02/28/2025
Staff Liaison:
Heather Yilmaz
Management Analyst, GMCD
(239) 252-8389
Collier County Water & Wastewater
Authority
Growth Management Community Development
Operations & Regulatory Management Division
Friday, February 28, 2025
3:00 pm
2800 N. Horseshoe Dr.
Naples, FL 34104
Growth Management
Community Development Department
Conference Room 609/610
For more information, please contact Heather Yilmaz at (239) 252-8389
or at Heather.Yilmaz@colliercountyfl.gov
Collier County Water & Wastewater Authority
Agenda
Friday, February 28, 2025
2:00 pm
2800 N. Horseshoe Dr., Naples, FL 34104
Growth Management Community Development, Conference Rooms 609/610
NOTICE:
All persons wishing to speak on any agenda item must register prior to speaking. Requests
to address the Authority on subjects, which are not on this agenda, must be submitted in
writing with an explanation to the Executive Director, Collier County Water and
Wastewater Authority, GMCD/Office of Operations and Regulatory Management, 2800
Horseshoe Drive North, Naples Florida 34104, at least ten (10) days in prior to the date of
the meeting and will be heard under “Open to the Public.” Any person who decides to
appeal a decision of this Authority will need a record of proceedings pertaining thereto,
and therefore may need to ensure that a verbatim record of proceedings is made, which
record includes the testimony and evidence upon which the appeal is to be based. All
registered public speakers will be limited to three (3) minutes unless permission for
additional time is granted by the Chairman.
Authority Members:
Eloy Ricardo, Chairman
Patricia Sherry, Vice Chairman
Bryant Collins
Eugene Wordehoff
Don Munksgaard
Legal Counsel:
Derek D. Perry,
Assistant County Attorney
Executive Director:
Michael Stark,
Director - Operations & Regulatory Management, GMCD
Staff Liaison:
Heather Yilmaz
Management Analyst, GMCD
For more information, please contact Heather Yilmaz at (239) 252-8389
or at Heather.Yilmaz@colliercountyfl.gov
A G E N D A
I.Call to Order (Determination of Quorum) and Roll Call
a.Annual Election of Officers
II.Approval of Agenda – Meeting of February 28, 2025
III.Motion for Electronic Approval of Minutes – Meeting of February 28, 2025
IV.Items Requiring Action by Authority
a.Final Order 2025-01 – Ave Maria Utility Company,
2025 Price Index Page 27
V.Staff Discussion
a.AMUC – Annual Report Update
VI.Open to the Public
VII.Authority Members Discussion
VIII.Adjourn
Growth Management Community Development
Operations & Regulatory Management Division
TO: Chairman, Collier County Water and Wastewater Authority
FROM: Michael Stark, Director, Collier County Water and Wastewater Authority
and Director of Operations & Regulatory Management, Growth Management
Department
SUBJECT: Authority Agenda Item – February 28, 2025
Annual Election of Officers – Chairman and Vice Chairman
DATE: February 28, 2025
RECOMMENDATION: The Authority elects a Chairman and Vice Chairman to serve the
Authority as officers for the coming year.
REQUESTED ACTION: The Authority, by nomination and vote, selects a Chairman and Vice
Chairman to serve a term of one year, pursuant to Ordinance No. 96-6, as amended.
REPORT: The Collier County Water and Wastewater Authority was established by Ordinance
96-6 on February 27, 1996. The Board of County Commissioners appointed the original members
to the Authority on May 21, 1996. The last election was held on February 29, 2024, and the
Authority has not met in an official capacity since August 05, 2024.
In previous years, the chairman and vice chairman positions have been elected by fellow Authority
members. After selection by majority vote, staff recommends the outgoing chairman pass the gavel
to the incoming chairman, thus turning the meeting over to the new chairman.
THIS PAGE INTENTIONALLY LEFT BLANK
Growth Management Community Development
Operations & Regulatory Management Division
TO: Chairman, Collier County Water and Wastewater Authority
FROM: Michael Stark, Director, Collier County Water and Wastewater Authority and
Director of Operations & Regulatory Management, Growth Management
Department
SUBJECT: Authority Agenda Item - Final Order No. 2025-01
DATE: February 28, 2025
RECOMMENDATION: To have the Authority approve Final Order No. 2025-01, establishing
the 2025 Price Index Factor for investor-owned water and/or wastewater utilities operating in
Collier County.
REQUESTED APPROVAL: Request the Authority review the attached Florida Public Service
Commission (FPSC) Order No. PSC-2024-0502-PAA-WS issued December 17, 2024,
establishing the 2025 Price Index of 2.23 percent; and approving Final Order No. 2025-01,
establishing the equivalent 2025 Price Index for investor-owned utilities operating in Collier
County.
REPORT: Section 1-6 (I), Collier County Ordinance No. 96-6, as amended, requires the Authority
to adopt a price index for investor-owned water and/or wastewater utilities no later than May 15th
of each year, equivalent to the price index established annually by the FPSC. The 2025 Price Index
was effective on January 07, 2024, via the FPSC’s Consummating Order No. PSC-2025-0012-
CO-WS.
The index is applied to the major categories of operation and maintenance costs incurred by water
and/or wastewater utilities, except for the amortization of rate case expenses and those operating
costs subject to pass-through adjustments, reflecting the percentage of increase (or decrease) of
such costs from the most recent 12-month historical period available. The maximum allowable
increase resulting from the application of the 2025 Price Index can be no greater than 2.23 percent.
Staff recommends the adoption of Final Order No. 2024-01, approving the 2025 Price Index and
the forms required for filing the price index adjustment.
FILED 1/7/2025
DOCUMENT NO. 00098-2025
FPSC -COMMISSION CLERK
BEFORE THE FLORIDA PUBLIC SERVICE COMMISSION
In re: Annual reestablishment of price increase
or decrease index of major categories of
operating costs incurred by water and
wastewater utilities pursuant to Section
367.081 (4)(a), F.S.
DOCKET NO. 20250005-WS
ORDER NO. PSC-2025-0012-CO-WS
ISSUED: January 7 , 2025
CON SUMMA TING ORDER
BY THE COMMISSION:
By Order No. PSC-2024-0502-PAA-WS, issued December 17, 2024, this Commission
proposed to take certain action, subject to a Petition for Formal Proceeding as provided in Rule
25-22.029, Florida Administrative Code. No response has been filed to the order, in regard to
the above mentioned docket. It is, therefore,
ORDERED by the Florida Public Service Commission that Order No. PSC-2024-0502-
PAA-WS has become effective and final. It is further
DD
ORDERED that this docket shall remain open.
By ORDER of the Florida Public Service Commission thi s 7th day of January, 2025.
Commissioef Clerk
Florida Pub~ic Service Commission
2540 Shumard Oak Boulevard
Tallahassee , Florida 32399
(850) 413-6770
www.floridapsc.com
Copies furnished: A copy of this document is
provided to the parties of record at the time of
issuance and , if applicable, interested persons.
ORDER NO. PSC-2025-0012-CO-WS
DOCKET NO. 20250005-WS
PAGE 2
NOTICE OF FURTHER PROCEEDINGS OR JUDICIAL REVIEW
The Florida Public Service Commission is required by Section 120.569(1), Florida
Statutes, to notify parties of any judicial review of Commission orders that is available pursuant
to Section 120.68, Florida Statutes, as well as the procedures and time limits that apply. This
notice should not be construed to mean all requests for judicial review will be granted or result in
the relief sought.
Any party adversely affected by the Commission’s final action in this matter may request
judicial review by the Florida Supreme Court in the case of an electric, gas or telephone utility or
the First District Court of Appeal in the case of a water and/or wastewater utility by filing a
notice of appeal with the Office of Commission Clerk and filing a copy of the notice of appeal
and the filing fee with the appropriate court. This filing must be completed within thirty (30)
days after the issuance of this order, pursuant to Rule 9.110, Florida Rules of Appellate
Procedure. The notice of appeal must be in the form specified in Rule 9.900(a), Florida Rules of
Appellate Procedure.
ATTACHMENT “A”
Final Order No. 2025-01
RE: Establishment of 2025 Price Index Factor
February 28, 2025
Collier County
Water and Wastewater Authority
FINAL ORDER NO.2025-01
COLLIER COUNTY WATER AND WASTEWATER AUTHORITY
A FINAL ORDER OF THE COLLIER COUNTY WATER AI\D WASTEWATER
AUTHORTTY, PURSUANT TO SECTION 1-6, COLLIER COUNTY ORDTNANCE NO.
96-6, AS AMENDED, PROVIDING FOR THE ADOPTION OF THE 2025 PRICE INDEX
FACTOR SET AIINUALLY BY THE FLORIDA PUBLIC SERVICE COMMISSION, FOR
ATILIZATION IN PRICE INDEX RATE APPLICATIONS FOR INVESTOR-OWNED
WATER AI\D/OR WASTBWATER UTILITIES OPERATING IN COLLIBR COUNTY.
WHEREAS, Collier County Ordinance No. 96-6, as amended, provides for the Collier
County Water and Wastewater Authority (AUTHOzuTY) to adopt a price index factor for water
and/or wastewater utilities on or before May l5th 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-2024-0502-PAA-WS on
December 17,2024,establishingthe2025 Pricelndex of 2.23 percentforwaterand/orwastewater
utilities; and
WHEREAS, the COMMISSION issued Consummating Order No. PSC-2025-0012-CO-
WS on January 07,2025, enabling Order No. PSC-2024-0502-PAA-WS to become final and
effective on January 07,2025
NOW, THEREFORE, IT IS HEREBY ORDERED by the Collier County Water and
Wastewater Authority, in public meeting assembled, that:
l. The 2025 Price Index is 2.23 percent.
2. Any water and/or wastewater utility that intends to increase its rates by implementation
of this price index must notifo the AUTHORITY on or after the effective date of this
Final Order of such intent and shall apply the 2025 Price Index to applicable 2024
calendar year operation and maintenance expenses.
3. Utilities using the 2025Price 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 r 079n84s897 nl Page 1 of8
ero
APPENDIX 66A"
2025 PRICE INDEX APPLICATION
TEST YEAR ENDED DECEMBER3I,2O24l
WATER WASTEWATERutilitv:
2024 Operation and maintenance Expenses (O&M)
LESS:
(a) Pass-Through Items:
(1) Purchased Power
(2) Purchased Water
(3) Purchased Sewage
Treatment
(4) Othet':
(b) Rate Case Expenses lncluded In
2023 Expenses
(c) Adjustments to O&M Expenses from
last rate case, if applicable:
(l)
(2)
Costs to be Indexed
Multiply by the 2025 Price Index Factor
Indexed Costs
Add: Pass-Through Items
Total of Indexed Costs and Pass-Through Items
0.0223 0.0223
Divide Total of Indexed Costs and Pass-Through Items
by Expansion Factor for Regulatory Assessment Fees 0.955 0.955
Increase in Revenue
Divide by 2024 Annualized Revenue3
Percentage Increase in Rates
lThis amount should be for the calendat year 2024.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.
o
Yo
[24-OPS-0 l 079 I t84s897 I t)Page 3 of8
2lf applicable, deduct on this line any other expenses for which a pass-through has been
received. Specifo the type of expense, which is being deducted.
3lfrates changed during or subsequent to calendar year 2024,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.)
o
[24-OPS-0 I 079 I t 84 s897 t 1l Page 4 of 8
APPENDIX '68"
ANNUALIZED REVENUE WORKSHEET
Have rates charged for customer services changed since January 1,2024?
( ) 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 2024 customer
consumption at the most current rates in effect. To complete this calculation, the utility will need
consumption data for 2024 to apply to the existing rate schedule. Below is a sample, which may
be used.
CALC ULATION O F ANNUALIZED REVEN UES I
Number of
Bills/
Gallons Sold
Current
Rates
Annualized
Revenuesx
Residential Bills
'/a" x'h" meters
l " meters
I Vz" meters
2" meters
Total No. Bills
Gallons Sold
Other Revenue
General Service
518" xt/o" meters
l" meters
| /2" meters
2" meters
3" meters
4" meters
6" meters
Total No. Bills
Gallons Sold
Other Revenue
Total Annualized Revenues for 2024
2
2
[24-OPS-0 1 079t 184s897 n)Page 5 of8
(1A'
2 r-
2 -1-
$
rAnnualized 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.
Aoo
[24-OPS-0 l 079 I 1 84s897 I tl Page 6 of8
APPENDIX "C"
AFFIDAVIT
I,UNDER OATH hereby affirms that I am the duly
authorized representative of 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 a2025 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
COLINTY OF
Sworn to (or affirmed) and subscribed before me by means of tr physical presence or E online
notarization, this _ day of (vear) , by (name of person making statement)
(Signature of Notary Public - State of Florida)
(Print, Type. or Stamp Name of Notarv Public)
Personally Known OR Produced Identification
Type of Identification Produced
o'{p
[24-OPS-0 l 079t r84s897 I t)Page 7 of8
APPENDIX "D'
NOTICE TO CUSTOMERS
On February 28,2025, 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
Yo and wastewater rates bY
bill.
Yo. The adjusted rates should be reflected on your
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
3 4104 at (239) 252-4t 50.
[24-OPS-0 r 079t 184s897 I t)Page 8 of8
O'{C
Water and Wastewater Authority
Friday, February 28th, 2025
Meeting Agenda
I.Call to Order (Determination of Quorum) and Roll Call
a)Annual Election of Officers
II.Approval of Agenda – Meeting of February 28, 2025
III.Motion for Electronic Approval of Minutes – Meeting of
February 28, 2025
IV.Items Requiring Action by Authority
a)Final Order 2025-01 – Ave Maria Utility Company,
2025 Price Index
V.Staff Discussion
a)AMUC – Annual Report Update
b)Due Date: Wednesday, April 30, 2025
VI.Open to the Public
VII.Authority Members Discussion
VIII.Adjourn
Annual Election of Officers
Ordinance 96-6 Collier County Water and Wastewater
Utilities Regulatory Ordinance.
Section 1-3. Collier County Water and Wastewater Authority:
Powers and Duties. E. 7. The members of the Authority shall
select a Chairman, a Vice-Chairman, and such other officer(s) as
deemed desirable by the Authority. Each officer should
generally be appointed to a term of at least one (1) year. Each
officer may be reappointed to his/her same office, but no
member shall serve in the same office for more than three (3)
consecutive years and no member may be appointed to an office
that extends beyond his/her then remaining appointment to the
Authority by the Board (Page 8).
Chairman Eloy Ricardo
Vice Chairman Patricia Sherry
Eugene Wordehoff
Bryant Collins
Donald Munksgaard
Approval of Agenda & Minutes
Florida Statute 286.011 Public meetings and records.
(2) The minutes of a meeting of any such board or commission
of any such state agency or authority shall be promptly
recorded, and such records shall be open to public inspection.
Approval of Agenda & Minutes
Authority Staff Request for approval of minutes:
Motion: To allow the chairmen or vice-chairmen to approve and
electronically sign meeting minutes after all committee
members have reviewed them by email and have no objections.
Items Requiring Action by the Authority
Final Order 2025-01 - Annual Price Index.
2025 Price Index and Pass-Through
Ordinance 96-6 Collier County Water and Wastewater Utilities Regulatory Ordinance.
Section 1-6. Rates. I. Rate Indexing. 1. On or before May 15 of each calendar year, the
Authority shall adopt a price index for water and wastewater Utilities, which price index shall
be equivalent to the price index established annually by the Florida Public Service
Commission (FPSC). The index shall be the price index used by all Franchised Utilities until
the Authority authorizes a change.
1.63%1.41%1.57%1.29%1.51%1.79%2.36%1.79%1.17%
4.53%
7.07%
3.24%2.23%
0.00%
2.00%
4.00%
6.00%
8.00%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Florida Public Service Commission (FPSC) Approved Index
Staff Discussion
Ordinance 96-6 Collier County Water and Wastewater Utilities Regulatory Ordinance.
Section 1-14. Annual Financial Reporting Requirement.
A. Each Utility shall annually, within one hundred and twenty (120) days of the close of its fiscal
year, file with the Authority a Financial Report of its operation in Collier County during the fiscal year
(Page 29).
Due date: Wednesday, April 30, 2025.
Open to the Public
Authority Members Discussion
Adjournment of the
Water and Wastewater Authority