Key Largo Wastewater Treatment District Board of Commissioners Meeting

Agenda Item Summary

Meeting Date: Agenda Item Number: I-3

July 21, 2020

Agenda Item Type: Agenda Item Scope: Recommended Action:

Customer Service Review I Discussion Discussion

Department: Sponsor:

Customer Service Nicholas Mulick

Subject:

Port Largo Club Condominium Association, Inc. Billing Adjustment

Summary of Discussion:

Port Largo Club Condominium Association requested reimbursement of all base charges billed. See the attached memo for an explanation of the parcel's billing history.

Reviewed I Approved Financial Impact Attachments

Operations: $ 18,380.49 1. Memo

Customer Service: __ _ Expense 2. Request for Refund

Finance: Funding Source:

District Counsel :

District Clerk : Budgeted:

Engineering: No

Approved By: ~ General Manager

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Key Largo Wastewater Treatment District 103355 Overseas Highway, Key Largo, FL 33037 Post Office Box 491, Key Largo, FL 33037 Phone (305) 451-4019 • www.klwtd.com

Memo To: KLWTD Board of Commissioners From: Diane Bockelman, Clerk Date: July 16, 2020 Re: Port Largo Club Condominium Association, Inc. Billing Adjustment

The Port Largo Condominium Project consists of 24 residential units located in six multi-dwelling buildings. Sixteen of the 24 units are owned by the Port Largo Club Condominium Association, Inc. (“Port Largo Club”); the balance are owned individually. Each of the 24 units is served by its own FKAA water meter.

In October 2010, KLWTD identified three water meters that appeared to be serving Port Largo Club’s 16 residential units owned by Port Largo Club. The District assigned a monthly base charge of 16 EDUs to one meter and assessed Port Largo Club 16 EDUs. The District erroneously assigned one EDU to each of the remaining water meters and began billing Port Largo Club a monthly base charge for the two EDUs. Billing the two additional water meters didn’t affect the assessment of the parcel.

In September 2017, the District identified 13 residential water meters during a routine audit of the District’s billing records that had not been billed for the monthly base charge or for water usage. The District mistakenly assigned one EDU to each of the water meters and began billing the Port Largo Club a monthly base charge. The District also began billing Port Largo Club for water usage for the 13 meters. As a result, as of September 2017, Port Largo had been paying a monthly base charge for 31 rather than the correct 16 EDUs. It is important to note that, prior to billing for the additional 13 EDUs, the District notified Port Largo Club of its intention to do so but received no response.

In May 2020, representatives of the Port Largo Club notified the District of the discrepancy. Following review of its billing records, District staff believes it is appropriate to change the number of EDUs assigned to the Port Largo Club to 16. The breakdown for the monthly base charge overcharge is attached. The undercharge for water usage for the 13 meters is also attached. In view of the foregoing staff recommends a refund of $18,380.49 to Port Largo Club.

Total (over and under

payments)

12 months base charge / 12 months usage before billing

began

Proposed Refund

Base Charge (Overpayment) $ 21,339.92 $ 5,670.00 $ 21,339.92

Usage Charge (Underpayment) $ 19,762.29 $ 2,959.43 $ 2,959.43

Customer credit $ 1,577.63 $ 2,710.57 $ 18,380.49

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Base Cha

rge 

Usage Cha

rge

Base Cha

rge 

Usage Cha

rge

Base Cha

rge 

Usage Cha

rge

1Ye

s 16

.0Ye

s 16

.0Ye

s 1.0

Yes

2Ye

s 1.0

Yes

1.0

Yes

1.0

Yes

3Ye

s 1.0

Yes 

1.0

Yes 

1.0

Yes

4Ye

s 0.0

No

1.0

Yes 

1.0

Yes

5Ye

s 0.0

No

1.0

Yes 

1.0

Yes

6Ye

s 0.0

No

1.0

Yes 

1.0

Yes

7Ye

s 0.0

No

1.0

Yes 

1.0

Yes

8Ye

s 0.0

No

1.0

Yes 

1.0

Yes

9Ye

s 0.0

No

1.0

Yes 

1.0

Yes

10Ye

s 0.0

No

1.0

Yes 

1.0

Yes

11Ye

s 0.0

No

1.0

Yes 

1.0

Yes

12Ye

s 0.0

No

1.0

Yes 

1.0

Yes

13Ye

s 0.0

No

1.0

Yes 

1.0

Yes

14Ye

s 0.0

No

1.0

Yes 

1.0

Yes

15Ye

s 0.0

No

1.0

Yes 

1.0

Yes

16Ye

s 0.0

No

1.0

Yes 

1.0

Yes

Base Cha

rge 

Usage Cha

rge

Base Cha

rge 

Usage Cha

rge

Base Cha

rge 

Usage Cha

rge

Totals 

18.0

331

.016

16.0

16Co

rrect C

ount

16.0

1616

.016

16.0

16Diffe

rence

+ 2.0

‐13.0

+ 15

.00.0

0.0

0.0

Port Largo

 Club Co

ndom

inium Associatio

n, In

c.FK

AA water m

eters a

ssociated to AK#

8640

269 

 which se

rvices 16 resid

entia

l units 

that are owne

d by

 Port L

argo

 Club Co

ndom

inium Associatio

n, In

c.

Unit 

Num

ber 

Assig

ned FK

AA 

Water M

eter 

Octob

er 201

0Septem

ber 2

017

May 202

0

58

PORT LARGO CLUB CONDOMINIUM

Diane Bockelman

ASSOCIATION, INC.

417 BAHIA AVENUE

KEY LARGO FL 33037

Clerk I Public Information Officer Key Largo Wastewater Treatment District 103355 Overseas Highway 305-451-4019 ext. 210

June 4, 2020

Diane,

Thank you for your assistance as we try to understand why our association has been billed for 31 EDU's while we only have 16 units on our account. It appears to us that one meter has been billed for 16 EDU's instead of 1 since at least September 2017. You recently recognized that was indeed the case and converted that meter back to 1 EDU. Thank you for that.

Our association feels that we should be reimbursed for the over billing that has been occurring. We do not want a credit issued. We would like to be reimbursed in full for the over payments we made.

een a great help in this process and we look forward to a swift resolution.

C · Everett P esldent Port Largo Club

HAND DELIVERED JUNE 4 2020

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