Index

1.Revision History

2.RESIDENTIAL

2.1.Calculations for Residential Pro-Rated

2.2.Calculation for Residential Annual Assessment

3.COMMERCIAL

3.1.Calculations for Commercial Pro-Rated

3.2.Calculation for Commercial Annual Assessment

4.GENERAL RULES

4.1.Dumpsters, Cans, and Compactors Data Verification and Validation

4.2.Roll-Off Data Verification and Validation

4.3.Dumpsters, Cans, and Compactors Data Verification and Validation for City of Cocoa Beach

4.4.Dumpsters, Cans, and Compactors Data Verification and Validation for School Board

5.Exemptions

6.Reference

1.Revision History

Name / Signature / Date / Version / Reason for Changes
Karla Alvarado Moore
Merritt Cogswell / 05/30/08 / 1.0
Karla Alvarado Moore
Merrit Cogswell / 08/06/08 / 2.0 / New rules added to the SW system

2.RESIDENTIAL

2.1.Calculations for ResidentialPro-Rated

  • Rule #1:For incorporated residential Prorated Bill, chargedisposal and delinquent impact fees.
  • Rule #2:For unincorporated residential Prorated Bill, charge disposal, collection, and delinquent impact fees.
  • The Millage code will tell us whether the property is Unincorporated or Incorporated.The following Millage codes are used in the system to charge for the collection amount:

Code / Description
1000 / Unincorporated District 1
1300 / Unincorporated District 1
1400 / Unincorporated District 1
1800 / Unincorporated District 1
1900 / Unincorporated District 1
2100 / Unincorporated District 2
2200 / Unincorporated District 2
2300 / Unincorporated District 2
2400 / Unincorporated District 2
2500 / Unincorporated District 2
2600 / Unincorporated District 2
2700 / Unincorporated District 2
2800 / Unincorporated District 2
3400 / Unincorporated District 3
4100 / Unincorporated District 4
4200 / Unincorporated District 4
4300 / Unincorporated District 4
4700 / Unincorporated District 4
4800 / Unincorporated District 4
430Y / Viera
420Y / Viera

Formula to use (Rule #3)

Where,

SW Units can be: Indiv, Count, Count All, or a Fixed Value

SWRate is a percentage (%).

SW AA is the approved amount due:

Rule #4:

Rule #5:

Rule #6:

The Disposal and Collection Ratesare divided by 12 (months in a year) and then multiplied by the # of months until September 30th, for which the Pro-Rated bill is generated, based on the CO Date (Rule # 4 and 5).For instance, if the CO is issued today - 26th Mar 2008, then the Pro-Rated billing period is from 1st April 2008until 30th Sep 2008, which is 6 months.

Rates:

Disposal Rate as 2008: $57 per BU

Collection Rate as 2008: $125.70 per BU

Impact Fees is a fixed amount as 2008: $160 for SFR and $120 for Condos (75% of SFR as well as Apartments which are 75% of SFR per unit). 39% of SFR rate is for RV.

  • For SW Units Indiv. (Rule #7): There is only one Residential usecode (0132) that is Indiv. System will flag it, so users can do manual calculations.
  • For SW Units Countand Count All (Rule #8): The SWUnits is the # of units.
  • For SW Units Fixed Value(Rule #9): Use the value given by the SWMD Residential/Commercial Use Codes document.

2.2.Calculation for ResidentialAnnual Assessment

  • Rule #10: ImpactFees are not part of the annual assessment calculations.
  • Rule #11:For incorporated residential Annual Assessment, chargedisposal only.
  • Rule #12:For unincorporated residential Annual Assessment, charge disposal and collection annual fees.

Formula to use (Rule #3)

Where,

SW Units can be: Indiv, Count, Count All (# of units, # of mobile homes, etc.), or a Fixed Value.

SWRate is a percentage (%).

SW AA is the approved amount due:

Rule #13:

Rule #14:

Rates:

Disposal Rate as 2008: $57 per BU

Collection Rate as 2008: $125.70 per BU

  • For SW Units Indiv (Rule #15): There is only one Residential usecode (0132) that uses Indiv. System will use hauler Dumpsters’ or Roll-off data to calculate number of BUs.

Rule #17:

Rule #18:

  • For SW Units “Count” and “Count All”(Rule #8): The SWUnits is the # of units for all PDCs. If the number of units is not shown in the “Number of Units” field, check the PA Feature table. “Count” will only consider the SW units for those PDCs that have the same use code as the land use code. “Count All” will consider the SW units for all PDCs.
  • For SW Units “Fixed” Value(Rule #9): Use the value given by the SWMD Residential/Commercial Use Codes document.

3.COMMERCIAL

3.1.Calculations for Commercial Pro-Rated

  • Rule #19:For incorporated commercial Prorated Bill, chargedisposal, and delinquent impact fees.
  • Rule #20:For unincorporated commercial Prorated Bill, charge disposal, recycling (until Sep 30th, 2008), and delinquent impact fees.

Formula to use (Rule #3)

Where,

SW Units can be: Indiv, Count, Count All, or a Fixed Value

SWRate is a percentage (%).

SW AA is the approved amount due:

Rule #4:

Rule #5:

Rule #6:

The Disposal and Recycling Ratesare divided by 12 (month per year) and then multiplied by the # of months until Sep 30th, for which the Pro-Rated bill is generated, based on the CO Date(Rule # 4 and 5).For instance, if the CO is issued today - 26th Mar 2008, then the Pro-Rated billing period is from 1st April until 30th Sep, which is 6 months.

Rates:

Disposal Rate as 2008: $164.51 per BU

Recycling Rate as 2008: $15.45 per BU

ImpactFees as 2008:$467.20 or $6 per Cubic yd (whichever is higher)

  • For SW Units Indiv(Rule #21):Use the HAULER’S data
  • For SW Units Count and Count All(Rule #22):SWUnits is the # of rooms or # of units.
  • For SW Units Fixed Value(Rule #9):Use the value given by the SWMD Residential/Commercial Use Codes document.

In the Haulers data, we have Roll Offs and Dumpsters data.

Rule #23:

For Dumpsters:

Rule #24:

  • We add the BU's for Dumpsters and Roll Offs together to calculate amount to charge for Disposal.

Rule #25:

Impact Fees are calculated differently:

  • For an Existing one, when adding more square footage to an existing building: We gather the existing total sq-ft and annual cubic yard, then multiply it by the new square footage time the rate ($6 per cubic yr or $467.20, whichever is higher)

RE# / Square Footage / Count / Cubic Yards / Frequency / CY Volume
Existing / 19380 / 1 / 6 / 1 / 6
1 / 4 / 2 / 8
Total / 19380 / 14

Rule #26:

or

Note: This is for existing building that is adding 4851 sq footage

  • Rule #27:For a New one: We need to find around four to five RE#'s with the same Use Code, within a range of +1000 ft, and average out the BU's.

RE# / Square Footage / Count / Cubic Yards / Frequency / CY Volume
1234567 / 11300 / 2 / 4 / 3 / 24
1345678 / 11319 / 1 / 4 / 3 / 12
1456789 / 11340 / 1 / 4 / 2 / 8
1567891 / 11500 / 1 / 2 / 2 / 4
1678912 / 11150 / 1 / 4 / 2 / 8
Total / 56609 / 56

Rule #28:

Note: 11368 is the Square footage of the property for which Impact fees is calculated

  • Sample of how to calculate BUs when there is no service yet on New building and it needs to be prorated

Rule #29:

3.2.Calculation for Commercial Annual Assessment

  • Rule #30:ImpactFees and Recycling are NOT part of the annual assessment calculations.
  • Rule #31:For incorporated and unincorporated commercial, chargedisposal and Gate Account if any.

Formula to use (Rule #3)

Where,

SW Units can be: Indiv, Count, Count All, or a Fixed or Square Footage Value

SWRate is a percentage (%).

SW AA is the approved amount due:

Rule #13:

Rates:

Disposal Rate as 2008: $164.51 per BU

  • For SW Units Indiv(Rule #21): Use Haulers data.
  • For SW Units Countand Count All (Rule #22): The SWUnits is the # of units for all PDCs. “Count” will only consider the SW units for those PDCs that have the same use code as the land use code. “Count All” will consider the SW units for all PDCs.
  • For SW Units Fixed Value(Rule #9): Use the value given by the SWMD Residential/Commercial Use Codes document.
  • For Gate Account: Use the total tonnage and multiply by $29.50 (Rate as 2008) to get the GateAccount Amount. For Gate Accounts: SW staff will upload the complete file in the system. The complete file must have the Roll-Off format fields plus a Gate Account Number field (Section 4.2).

Rule #32:

  • The Annual Assessment Amount:

Rule #33:

For IC Properties:

  • Rule #34. If RES/COM Code is CR and Service is found: Use Haulers data for all Commercial PDCs PLUSall Residential PDC at the residential rate.
  • Rule #35. If RES/COM Code is CR and Service is NOT found: Bill minimum (1BU at the commercial rate PLUS all Residential PDC at the residential rate).
  • Rule #36. If RES/COM Code is C or R and Service is found: Use Haulers data.
  • Rule #37.If RES/COM Code is C or R and Service is NOT found: Bill minimum (1BU at the commercial rate or 1BU at the residential rate).

For NON IC Properties:

  • Rule #38. If RES/COM Code is CR and the SW Units are “Count” or “Count All”: If the PDCs use codes are equal to the Land use code (Count), the system will use the number of units to calculate the amount at the Land use code rate PLUS any other commercial PDC with more than zero “0” units 1BU at the commercial rate PLUS any other residential PDC with more than zero “0” units 1BU at the residential rate PLUSextra units (2500 use code (Rule#59) and RV/MH spaces (Rule#60)). If the PDCs use codes are different from the Land use code (Count All), the system will use the number of units from each PDC (commercial and residential) at the Land use code rate PLUS extra units (2500 use code (Rule#59) and RV/MH spaces (Rule#60)).
  • Rule #39. If RES/COM Code is C and the SW Units are “Count” or “Count All”: If the PDCs use codes are equal to the Land use code (Count), the system will use the number of units to calculate the amount at the Land use code rate PLUS any other commercial or residential respectively PDC with more than zero “0” units 1BU at the commercial rate or residential rate respectively PLUSextra units (2500 use code (Rule#59) and RV/MH spaces (Rule#60)).

If the RES/COM is R and the SW Units are “Count”: Calculate the total amount by PDC at the PDC rate.

If the RES/COM is R or C and the SW Units are “Count All”:If the PDCs use codes are different from the Land use code, the system will use the number of units from each residential PDC (Residential or Commercial) at the Land use code rate PLUS extra units (2500 use code (Rule#59) and RV/MH spaces (Rule#60)).

  • Rule #40. If RES/COM Code is CR and the SW Units are “Fixed”: Follow the SWMD Residential/Commercial Use Codes document for each PDC at either the residential and/or commercial rate.
  • Rule #41. If RES/COM Code is C or R and the SW Units are “Fixed”: Follow the SWMD Residential/Commercial Use Codes document for the Land use code.

4.GENERAL RULES

  1. Rule #42: If the property is not billed in the tax roll due to late CO, then the property is again prorated for the following year and the SW override code mustchange to “VR” or “VC”. Users must enter the SW use code when overriding a property with “VR” or “VC” to let the system know the type of calculation. System will allow users to query those properties and then be able to generate prorated invoices. If a property has a CO in before the Tax Roll goes in Nov, and it is already prorated, this property must be part of the E&I process for the current year.
  1. Rule #43: If commercial property is to be calculated by square footage, system will use the living area coming from the PA data.
  1. Rule #44:All the new commercial buildings(After 1998) are individually calculated (IC). SW users must override the code for new RE#.
  1. Rule #45:HOBOsare the same as Small dumpsters. They are charged 1 BU.
  1. Rule #46:SHF means“Shared”. Properties sharing the same service.A ShareGroup field will replace the SHF current codes.
  1. Rule #47:In a RE#, If one Dumpster is shared by many property structures (PDCs) then the property owner should be billed the total amount.
  1. Rule #48:If many RE# shares one service code, then the system will use the Total amount calculated for that service code and then divide it by the numbers of RE#. If the shared service is by square footage, users must be able to enter the total SQF for individual RE#s otherwise the system will use the living are from the PA data.
  1. Rule #49:For Cans, charge the minimum amount which is one “BU”. In case of more use the following formulas:
  1. For Dumpsters:

Rule #24:

  1. For Compactor: Compactors can be “On call” or “Schedule”. If the haulers report the total tonnage (On call) for compactors then they are treated as Roll Offs. If the haulers report has cubic yards (Schedule) then they are treated as dumpsters.

Rule #50:

or

  1. For Roll Offs: The rate is based on the Debris Code

Rule #51:

2008 Rate:

CODE / DESC / TYPE / SIZE / RATE
2F1 / MSW / R5 / 2.00 / 2.21
2F2 / MSW / R5 / 2.00 / 2.21
2F3 / MSW / R5 / 2.00 / 2.21
2F4 / MSW / R5 / 2.00 / 2.21
2F5 / MSW / R5 / 2.00 / 2.21
2F6 / MSW / R5 / 2.00 / 2.21
2FC / MSW / R6 / 2.00 / 8.96
2FG / YARD WASTE / R4 / 2.00 / 1.77
2FL / MSW / R5 / 2.00 / 2.21
2YD / MSW / R5 / 2.00 / 2.21
3F1 / MSW / R5 / 3.00 / 2.21
3F2 / MSW / R5 / 3.00 / 2.21
3F3 / MSW / R5 / 3.00 / 2.21
3F4 / MSW / R5 / 3.00 / 2.21
3F5 / MSW / R5 / 3.00 / 2.21
3F6 / MSW / R5 / 3.00 / 2.21
3FC / MSW / R6 / 3.00 / 8.96
3FG / YARD WASTE / R4 / 3.00 / 1.77
3FL / MSW / R5 / 3.00 / 2.21
3YD / MSW / R5 / 3.00 / 2.21
4F1 / MSW / R5 / 4.00 / 2.21
4F2 / MSW / R5 / 4.00 / 2.21
4F3 / MSW / R5 / 4.00 / 2.21
4F4 / MSW / R5 / 4.00 / 2.21
4F5 / MSW / R5 / 4.00 / 2.21
4F6 / MSW / R5 / 4.00 / 2.21
4FC / MSW / R6 / 4.00 / 8.96
4FG / YARD WASTE / R4 / 4.00 / 1.77
4FL / MSW / R5 / 4.00 / 2.21
4YD / MSW / R5 / 4.00 / 2.21
6F1 / MSW / R5 / 6.00 / 2.21
6F2 / MSW / R5 / 6.00 / 2.21
6F3 / MSW / R5 / 6.00 / 2.21
6F4 / MSW / R5 / 6.00 / 2.21
6F5 / MSW / R5 / 6.00 / 2.21
6F6 / MSW / R5 / 6.00 / 2.21
6FC / MSW / R6 / 6.00 / 8.96
6FG / YARD WASTE / R4 / 6.00 / 1.77
6FL / MSW / R5 / 6.00 / 2.21
6YD / MSW / R5 / 6.00 / 2.21
8F1 / MSW / R5 / 8.00 / 2.21
8F2 / MSW / R5 / 8.00 / 2.21
8F3 / MSW / R5 / 8.00 / 2.21
8F4 / MSW / R5 / 8.00 / 2.21
8F5 / MSW / R5 / 8.00 / 2.21
8F6 / MSW / R5 / 8.00 / 2.21
8F6 / MSW / R5 / 8.00 / 2.21
8FC / MSW / R6 / 8.00 / 8.96
8FG / YARD WASTE / R4 / 8.00 / 1.77
8FL / MSW / R5 / 8.00 / 2.21
8YD / MSW / R5 / 8.00 / 2.21
BCD / YARD WASTE / R2 / 23.66
BCT / MSW / R1 / 1.00 / 29.50
BL1 / MSW / R1 / 1.00 / 29.50
BL3 / C&D / R2 / 1.00 / 23.66
BLA / ASBESTOS / R3 / 1.00
BLC / MSW / R1 / 1.00 / 29.50
BLM / MSW / R1 / 1.00 / 29.50
BLY / YARD WASTE / R2 / 1.00 / 23.66
BNT / MSW / R1 / 1.00 / 29.50
BSB / SANDABL MAT / R8 / 1.00
BSW / MSW / R1 / 1.00 / 29.50
BT1 / MSW / R1 / 1.00 / 29.50
BT3 / C&D / R2 / 1.00 / 23.66
BTT / TIRES / S3 / 1.00
BTY / YARD WASTE / R2 / 1.00 / 23.66
BYW / YARD WASTE / R2 / 1.00 / 23.66
CAN / MSW / R7 / 1.00 / 2.21
CD3 / FL RECYCLERS / R0 / 1.00
CDY / YARD WASTE / R2 / 1.00 / 23.66
CGW / YD WST/MTH / R9 / 0.18
FLT / MSW / R7 / 1.00 / 2.21
HOB / 90 GAL CAN / S0 / 90.00 / 2.21
HPF / MSW / R7 / 1.00 / 2.21
LEX / RESID SERV / S2 / 1.00 / 42.75
RNC / REMOVAL / R0
SFM / RES RECYCL / R0
SFR / RES SERV / S1 / 1.00 / 57.00
SHF / SHARED / R0
VFC / MSW / R6 / 5.00 / 8.96
  1. Rule #52.ForPark and Recreations summary and manual invoice: SW staff will query all the GX in the system and then manually select the RE# that must be part of the Park and Recreations summary. For GF, SW staff will be able to mark the GF as manually bill and they will keep that status until the SW staff unchecks the option.Once they have verified all records, they will generate the invoice.

4.1.Dumpsters, Cans, and Compactors Data Verification and Validation

Format Fields:

RE#: / Unique property number
Customer # / Assigned by the Hauler. Used just for reference
Name / Business name (Commercial) or Property owner name (Residential)
Share Group / Group # for properties that are sharing a service
House# / House #, Unit # for the Site address
Street / Street name for the Site address
City / City name for the Site address
SVQNTY / Number of dumpsters/compactors/cans/hobos/HPR's/HPF's
SVCODE / Service level is the size of the container. For example 6YD is 6 Yard Dumpster and 6FC is 6 Yard Compactor
SVTIMEPERWEEK / Number of pickups per week, if it has weekly service
SVWEEKSPERYEAR / Number of Weeks Per year, if it has weekly service
SVTIMEPERMONTH / Number of pickups per week, if it has monthly service
SVMONTHSPERYEAR / Number of Weeks Per year, if it has monthly service
SVROUTNUMB / Pickup date of the week
SVDESC / Service code description is the description for the SVCODE, i.e. HPF HAND PICK FEL
Comments / Any comment from the haulers

Following is the process for conversion from the raw data to the working data (Rule #53):

1)System must not include RE# that do not have SW Override Codes “BC, BX, GC, GF, GH, GX, IC, LH, MB, MF, MU, MW, SF, and SS”.

2)Check for the record which has value in both columns “SVPERMONTH” and “SVPERYEAR” in the same line, and flag the one which has value in both or neither of those.

3)Retain those records where the material description corresponding to the “SVCODE” column is not ‘Yard Waste’.Flag all the other records (most of which are “Yard waste”: 2FG, 4FG, 6FG, 8FG, CGW) to confirm deletion from SW staff. SW staff verifies these material codes and the property information against the WasteWorks system.

4)Check for incomplete fields: System must flag all correction done by the SW system and staff to haulers for next year file.

  1. RE#:
  2. Seven digits numerical. If RE# is not found, flag it.
  3. Check if the RE# exist in the PA for current year (Property_Details). If RE# is not found, flag it.
  4. Check if RE# is in the right address (Property_Address). If RE# is not found, flag it.
  5. Site Address:
  6. Check site address against the Property_Address table. If it does not match, flag it.
  7. Any other field:
  8. Flag it.

Notes about ‘SVCODE’s:

O96 (description - 96 gal Toter Fel): needs to be converted into HOB

11W: needs to be converted into HOB

12U: convert to CAN

8G1: has YDW in the description, so basically Yard Waste; must be deleted

A12/A22/A32/A42: convert to CAN

QF9 - 96 gal fel tot cont svc per; needs to be converted to a HOB

VC4 - 5 yd fel compactor 4x week; must be changed to 5FC for this year. For next year they will add a number at the end to specify the frequency.

GCX code – is Yard Waste, must be deleted

CGW code – is Yard Waste, must be deleted

4.2.Roll-Off Data Verification and Validation

Format Fields

RE# / Unique property number
Name / Business name (Commercial) or Property owner name (Residential)
Customer # / Assigned by the Hauler. Used just for reference
House# / House # or Unit # for the Site address
Street / Street name for the Site address
City / City name for the Site address
TEMPRM / Indicates whether the services is Temporal (T) or Permanent (P)
SVQNTY / Number of roll-off
SVCODE / Service level compose by size of the unit and type of unit
DSCODE / Identify the material code
DMPTON / Total of tons per RE#
RECPT / Gate Ticket Number, used just for Reference
Comments / Any comment from the haulers

Following is the process for conversion from the raw data to the working data (Rule #54):