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Index

1. Revision History......................................................................................................................32. RESIDENTIAL.......................................................................................................................4

2.1. Calculations for Residential Pro-Rated.............................................................................42.2. Calculation for Residential Annual Assessment...............................................................6

3. COMMERCIAL......................................................................................................................83.1. Calculations for Commercial Pro-Rated...........................................................................83.2. Calculation for Commercial Annual Assessment...........................................................14

4. LIEN......................................................................................................................................174.1. Residential Properties Lien Calculation..........................................................................174.2. Commercial Properties Lien Calculation........................................................................17

5. GENERAL RULES FOR ASSESMENT..............................................................................185.1. Dumpsters, Cans, and Compactors Data Verification and Validation............................225.2. Roll-Off Data Verification and Validation.....................................................................245.3. Dumpsters, Cans, and Compactors Data Verification and Validation for City of Cocoa Beach 255.4. Dumpsters, Cans, and Compactors Data Verification and Validation for School Board 27

6. Exemptions............................................................................................................................297. Reference...............................................................................................................................29

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1. Revision History

NAME SIGNATURE DATE VERSION

REASON FOR CHANGES

Karla Alvarado Moore

Merritt Cogswell05/30/08 1.0


Merrit Cogswell 08/06/08 2.0

New rules added to the SW system


Merrit Cogswell 12/06/08 3.0

Prorated requirements added

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2. RESIDENTIAL

2.1. Calculations for Residential Pro-Rated

Rule #1: For incorporated residential Prorated Bill, charge disposal, 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 Description1000 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 Viera420Y Viera

Formula to use (Rule #3)

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Billing Units

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 #4a: The formula to be used if the CO date is prior to September 30 and CO information is received after September 15 is as follow:

Rule #5:

Rule #5a: The formula to be used if the CO date is prior to September 30 and CO information is received after September 15 is as follow:

Rule #6:

The Disposal and Collection Rates are divided by 12 (months in a year) and then multiplied by the # of months until September 30 th, 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 2008 until 30th Sep 2008, which is 6 months. IF the CO information is received after September 15, the disposal and collection amounts for next year must be added to the Prorated bill.

Rates:Disposal Rate as 2008: $57 per BU

Collection Rate as 2008: $125.70 per BU

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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 use code (0132) that is Indiv. System will flag it, so users can do manual calculations.

For SW Units Count and Count All (Rule #8): The SW Units is the # of units.

For SW Units Fixed Value (Rule #9): Use the value given by the SWMD Residential/Commercial Use Codes document.

Rule #10: All Condos will be flagged to SW staff.

Rule #11: Residential Prorated calculation will be based only on the SW Override Use Codes.

Rule #12: SW staff will be able to enter the SW Override Use Code in the system for Prorated calculation purposes only.

2.2. Calculation for Residential Annual Assessment

Rule #13: Impact Fees are not part of the annual assessment calculations.

Rule #14: For incorporated residential Annual Assessment, charge disposal only.

Rule #15: For unincorporated residential Annual Assessment, charge disposal and collection annual fees.


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



Rule #16:

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Billing Units

Rule #17:

Rates:Disposal Rate as 2008: $57 per BU

Collection Rate as 2008: $125.70 per BU

For SW Units Indiv ( Rule #18): There is only one Residential use code (0132) that uses Indiv. System will use hauler Dumpsters’ or Roll-off data to calculate number of BUs.

Rule #19:

Rule #20:

For SW Units “Count” and “Count All” (Rule #8): The SW Units 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

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Rule #21: For incorporated commercial Prorated Bill, charge disposal, and delinquent impact fees.

Rule #22: For unincorporated commercial Prorated Bill, charge disposal, recycling (until Sep 30th, 2008), and delinquent impact fees.

Rule #23: All commercial properties are prorated based on service level only. They are not prorated by Count, Count All, or fixed values because all Commercial properties, after October 1998 are IC.

Formula to use (Rule #24) If there is a service level, use the following formulas:

Calculate the amount per year

Dumpsters:

Roll-Offs:

Compactors:

Calculates the BUs

Calculate the Prorated Amount

If there is no service reported, the potential cubic yard will be auto-populated by the system from Accela. The system will follow the formula below:

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When no hauler service or potential cubic yards are added to the prorated calculation for a commercial IC Use Code, then the system will charges the minimum (1BU) in the prorated bill.

Rule #4:

Rule #4a: The formula to be used if the CO date is prior to September 30 and CO information is received after September 15 is shown below. Since the CO information is received after the SW staff has sent the tax Roll to the PA. The CO information received after September 15 will be sent to the TAX ROLL the following year.

The Disposal Rate is 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 4a). 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

Rule #25: Res/Com codes are not used in the Commercial Prorated calculations.

Rule #26: There are Not Gate Accounts for Prorated.

Rule #27: County Government properties, schools, Port authorities, Parks and Recs are not prorated.

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

Rule #28:

Rule #29:

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

Rule #30:

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Rule #31: City government properties are prorated. They are charged according to their service level or by potential cubic yards.

Rule #32: Use Code 2500 will be prorated. Laundromat, Washer/Dryer hook up, and RV/MH space are also prorated.

Rule #33: If the property is not an IC and the addition is not larger than 50% of the existing structure, SW staff must bump up the property to the next level or the rate schedule and no prorate bill is created. However, if the addition is larger then 50% then property becomes IC and it is prorated based on level of service vs. rate schedule. Rule #33A: If the addition to the existing structure is smaller than 50% of the existing structure and the property is not IC, then the property is not prorated.

Rule #33B: If the addition is smaller than 50% of the existing structure and the property is IC and Waste Management (Hauler) confirmed no increase in level of service, then that property is not prorated.

Rule #33C: If the property is IC and Waste Management (Hauler) confirmed an increase in the service level, then the property is billed the difference for the remaining months of the year.

Rule #33D: If the addition is larger than 50% of the existing structure and Waste Management (Hauler) confirmed no increase in service level, then the property is prorated based on the CY off the Impact Fee calculation.

Rule #34: If the service level increases and the addition is larger than 50% in square footage than the original structure, then the SW staff will decide whether the property should be prorated and the difference between the annual assessment amount and prorated amount should be calculated, then the system calculates the prorated amount according to the following formula:

Prorate Amount = Total Amount - Amount paid to Tax Roll.

For example, existing property has service level of 1-8-2x, and after new CO issued on July, the service level increases to 1-8-5x, the calculations will be done as follows.

1-8-2X @ 10 months = 1532.70 1-8-5X @2 months = 766.06 ------------- Total amount = 2298.76

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Rule #35: A Recycling field must be included in the system for SW staff to manually enter delinquent recycling amount.

Rule #36: Delinquent Impact Fee amount will be auto-populated from Accela by the system. The system will check all four impact fees code types (SOLWAST01, SOLWAST01COM, SOLWAST01RES, and COMSLD01) and bring the pending value to the total prorated bill amount.

Rule #37: SW staff must confirm that the CO must be billable.

Rule #38: If there are two COs for the same property at the same time, each of them gets Prorated separately.

Rule #39: If the service level is changed during the prorated period, only the service level, reported first is included in the Prorated bill.

Rule #40: If a Residential structure is built on a commercial property then that residential structure gets prorated as residential at the residential rate.

Rule #41: If a Commercial structure is built on a residential property then property becomes IC and gets prorated using the service level or Potential Cubic Yards.

GENERAL RULES TO PROCESS PRORATED PAYMENTS:

1. Land Development staff must add SW fee code types when creating permits. This will create an invoice in the Accela system. Staff must make sure the fee code types are contained in one invoice number. This will avoid creating multiple invoices for the same CO. These fee code types are:- SW006 - Collection- SW007 - Recycling- SW008 – Disposal

2. In case of missing fee code types in an invoice in Accela, system will send an email to the Land Development staff and SW staff, and invalid invoices must be voided in Accela and a new invoice with all the fee code types must be generated.

3. In case of splitout, the Prorated system will send an email to the Land Development staff and SW staff to void the old invoice in a CAPID# and create new invoices and their specific amounts.

4. In case of multifamily, the Land Development staff will create only one invoice with all of the three fee code types. When more invoices are needed, the Prorated system will send an email to the Land Development staff and SW staff to create new invoices in a specific CAPID#.

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5. Central Cashier will be able to search a Prorated invoiced by property address, RE#, Permit number/CAP ID, Accela invoice number. This information is contained in the Prorated invoice. The first series of number is the CAPID, the second series of number is the Accela invoice number for fee code types: Collection, Recycling, and Disposal, the third series of number is the Accela invoice number for the SW impact fee, and the last series of number is the RE#.

6. Order of payment and adjustments is the order in which the customer payment is processed. Assessment types’ fee priority to be pay off are as follow:1. Collection2. Impact Fees3. Recycling4. Disposal

7. The Prorated system will have the following options for payments: 1. Full Payment:

a. If payment is for a County property. Central Cashier will search for the record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela.

b. If payment is for a City property. Central Cashier will search for the record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela and will match records. If records do not match, the Prorated system will display these records on an error screen for the SW staff to verify and validate.

8. If Overpayment and no payments have been made in Accela, then customer is sent to SW, SW staff can:

a. Refuse check, no changes need to be made b. Enter check amount in the Prorated system and send it immediately to Accela.

Customer comes back to Central Cashier and makes payment. i. If payment is for a County property. Central Cashier will search for the

record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela.

ii. If payment is for a City property. Central Cashier will search for the record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela and will match records. If records do not match, the Prorated system will display these records on an error screen for the SW staff to verify and validate.

9. If Overpayment and at least one partial payment has been made in Accela, then customer is sent to SW, SW staff can:


Customer comes back to Central Cashier and makes payment. iii. If payment is for a County property. Central Cashier will search for the

record in Accela, and take payment updating the fields for the different

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assessment types. The Prorated system will bring that information daily from Accela.

iv. If payment is for a City property. Central Cashier will search for the record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela and will match records. If records do not match, the Prorated system will display these records on an error screen for the SW staff to verify and validate.

10. If Underpayment and no payment has been made in Accela, then customer is sent to SW, SW staff can:


Customer comes back to Central Cashier and makes payment. v. If payment is for a County property. Central Cashier will search for the


vi. If payment is for a City property. Central Cashier will search for the record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela and will match records. If records do not match, the Prorated system will display these records on an error screen for the SW staff to verify and validate.

11. If Underpayment and at least one partial payment has been made in Accela, then customer is sent to SW, SW staff can:


Customer comes back to Central Cashier and makes paymentvii. If payment is for a County property. Central Cashier will search for the


viii. If payment is for a City property. Central Cashier will search for the record in Accela, and take payment updating the fields for the different assessment types. The Prorated system will bring that information daily from Accela and will match records. If records do not match, the Prorated system will display these records on an error screen for the SW staff to verify and validate.

12. If an Prorated Bill has been paid in full and there is a mistake in one or more of the fee code types’ amounts that will total less than the previous total amount, then:

c. SW staff must update Prorated system. The Prorated system will NOT push this information to Accela.

d. SW staff must update SAP manually and initiate the Refund process.

13. If an Prorated Bill has been paid partially and there is a mistake in one or more of the fee code types’ amounts that will total less than the previous total amount, then:

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e. SW staff must update Prorated system. The Prorated system will push this information to Accela.

f. SW staff must move funds from one account to another manually.

3.2. Calculation for Commercial Annual Assessment Rule #42: Impact Fees and Recycling are NOT part of the annual assessment

calculations.

Rule #43: For incorporated and unincorporated commercial, charge disposal and Gate Account if any.


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



Rule #16:

Rates:Disposal Rate as 2008: $164.51 per BU

For SW Units Indiv : Use Haulers data.

For SW Units Count and Count All : The SW Units 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 : 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 Gate Account 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 #44:

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Billing Units

The Annual Assessment Amount:

Rule #45:

For IC Properties:

Rule #46. If RES/COM Code is CR and Service is found: Use Haulers data for all Commercial PDCs PLUS all Residential PDC at the residential rate.

Rule #47. 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 #48. If RES/COM Code is C or R and Service is found: Use Haulers data.

Rule #49.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 #50. 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 PLUS extra units (2500 use code (Rule#70) and RV/MH spaces (Rule#71)). 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#70) and RV/MH spaces (Rule#60)).

Rule #51. 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 PLUS extra units (2500 use code (Rule#70) and RV/MH spaces (Rule#71)).

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)).

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Rule #52. 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 #53. 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.

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4. LIEN

Rule #54: The Lien amount is equal to the delinquent assessment type amount (Collection, Disposal, Impact fees, or Recycling) PLUS the Lien fees. For properties that have lien prior to or equal to year 2002, the lien fees are equal to the Administration fees ($10) PLUS the Recording fees ($5), so the total lien fee is $15. For any lien after the year 2003, the lien fees are equal to the Administration fees ($5) PLUS the Recording fees ($20), so the total lien fee is $25.

Rule #54a: System will generate a lien number based on delinquent assessment type. The format for the number is: "Assessment type first letter + Billed Year + RE#." Example: D20061234567

Rule #54b: If a property has two pending assessment amounts, they are liened separately.

4.1. Residential Properties Lien Calculation

Liens amount are calculated based on the assessment type as follow:

Disposal Lien Amount

Collection Lien Amount

Recycling Lien Amount

Impact Fees Lien Amount

4.2. Commercial Properties Lien Calculation

Liens amount are calculated based on the assessment type as follow:

Disposal Lien Amount

Impact Fees Lien Amount

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Recycling Lien Amount

Rule #55: The 18% interest is added to the total amount from the delinquent lien, over the original assessment lien amount which excludes the administration and recording fees.

Rule #56: Partial payments must not be accepted to release liened properties. To release a lien, payment must be made in full.

5. GENERAL RULES FOR ASSESMENT

1. Rule #57: 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 must change 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.

2. Rule #58: If commercial property is to be calculated by square footage, system will use the living area coming from the PA data.

3. Rule #59: All the new commercial buildings (After 1998) are individually calculated (IC). SW users must override the code for new RE#.

4. Rule #60: HOBOs are the same as Small dumpsters. They are charged 1 BU.

5. Rule #61: SHF means “Shared”. Properties sharing the same service. A ShareGroup field will replace the SHF current codes.

6. Rule #62: In a RE#, If one Dumpster is shared by many property structures (PDCs) then the property owner should be billed the total amount.

7. Rule #63: 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

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the total SQF for individual RE#s otherwise the system will use the living are from the PA data.

8. Rule #64: For Cans, charge the minimum amount which is one “BU”. In case of more use the following formulas:

9. For Dumpsters follow Rule #29.

10.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 #65:

or

11.For Roll Offs: The rate is based on the Debris Code (Rule #28)

2008 Rate:CODE DESC TYPE SIZE RATE

2F1 MSW R5 2.00 2.212F2 MSW R5 2.00 2.212F3 MSW R5 2.00 2.212F4 MSW R5 2.00 2.212F5 MSW R5 2.00 2.212F6 MSW R5 2.00 2.212FC MSW R6 2.00 8.962FG YARD WASTE R4 2.00 1.772FL MSW R5 2.00 2.212YD MSW R5 2.00 2.213F1 MSW R5 3.00 2.213F2 MSW R5 3.00 2.213F3 MSW R5 3.00 2.213F4 MSW R5 3.00 2.213F5 MSW R5 3.00 2.213F6 MSW R5 3.00 2.213FC MSW R6 3.00 8.963FG YARD WASTE R4 3.00 1.77

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3FL MSW R5 3.00 2.213YD MSW R5 3.00 2.214F1 MSW R5 4.00 2.214F2 MSW R5 4.00 2.214F3 MSW R5 4.00 2.214F4 MSW R5 4.00 2.214F5 MSW R5 4.00 2.214F6 MSW R5 4.00 2.214FC MSW R6 4.00 8.964FG YARD WASTE R4 4.00 1.774FL MSW R5 4.00 2.214YD MSW R5 4.00 2.216F1 MSW R5 6.00 2.216F2 MSW R5 6.00 2.216F3 MSW R5 6.00 2.216F4 MSW R5 6.00 2.216F5 MSW R5 6.00 2.216F6 MSW R5 6.00 2.216FC MSW R6 6.00 8.966FG YARD WASTE R4 6.00 1.776FL MSW R5 6.00 2.216YD MSW R5 6.00 2.218F1 MSW R5 8.00 2.218F2 MSW R5 8.00 2.218F3 MSW R5 8.00 2.218F4 MSW R5 8.00 2.218F5 MSW R5 8.00 2.218F6 MSW R5 8.00 2.218F6 MSW R5 8.00 2.218FC MSW R6 8.00 8.968FG YARD WASTE R4 8.00 1.778FL MSW R5 8.00 2.218YD MSW R5 8.00 2.21BCD YARD WASTE R2 23.66BCT MSW R1 1.00 29.50BL1 MSW R1 1.00 29.50BL3 C&D R2 1.00 23.66BLA ASBESTOS R3 1.00BLC MSW R1 1.00 29.50BLM MSW R1 1.00 29.50BLY YARD WASTE R2 1.00 23.66BNT MSW R1 1.00 29.50BSB SANDABL MAT R8 1.00BSW MSW R1 1.00 29.50BT1 MSW R1 1.00 29.50BT3 C&D R2 1.00 23.66BTT TIRES S3 1.00BTY YARD WASTE R2 1.00 23.66BYW YARD WASTE R2 1.00 23.66CAN MSW R7 1.00 2.21CD3 FL RECYCLERS R0 1.00

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CDY YARD WASTE R2 1.00 23.66CGW YD WST/MTH R9 0.18FLT MSW R7 1.00 2.21HOB 90 GAL CAN S0 90.00 2.21HPF MSW R7 1.00 2.21LEX RESID SERV S2 1.00 42.75RNC REMOVAL R0SFM RES RECYCL R0SFR RES SERV S1 1.00 57.00SHF SHARED R0VFC MSW R6 5.00 8.96

12.Rule #66. For Park 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.

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

Format Fields:

RE#: Unique property numberCustomer # Assigned by the Hauler. Used just for referenceName Business name (Commercial) or Property owner name

(Residential)Share Group Group # for properties that are sharing a serviceHouse# House #, Unit # for the Site addressStreet Street name for the Site address

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City City name for the Site addressSVQNTY Number of

dumpsters/compactors/cans/hobos/HPR's/HPF'sSVCODE 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 serviceSVWEEKSPERYEAR Number of Weeks Per year, if it has weekly serviceSVTIMEPERMONTH Number of pickups per week, if it has monthly serviceSVMONTHSPERYEAR Number of Weeks Per year, if it has monthly serviceSVROUTNUMB Pickup date of the weekSVDESC 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 # 67):

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.

a. RE#:

i. Seven digits numerical. If RE# is not found, flag it.

ii. Check if the RE# exist in the PA for current year (Property_Details). If RE# is not found, flag it.

iii. Check if RE# is in the right address (Property_Address). If RE# is not found, flag it.

b. Site Address:

i. Check site address against the Property_Address table. If it does not match, flag it.

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c. Any other field:

i. 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

5.2. Roll-Off Data Verification and Validation

Format FieldsRE# Unique property numberName Business name (Commercial) or Property owner name

(Residential)Customer # Assigned by the Hauler. Used just for referenceHouse# House # or Unit # for the Site addressStreet Street name for the Site addressCity City name for the Site address

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TEMPRM Indicates whether the services is Temporal (T) or Permanent (P)

SVQNTY Number of roll-offSVCODE Service level compose by size of the unit and type of unitDSCODE Identify the material codeDMPTON Total of tons per RE#RECPT Gate Ticket Number, used just for ReferenceComments Any comment from the haulers

Following is the process for conversion from the raw data to the working data (Rule # 68):

1) System must flag all correction done by the SW system and staff to haulers for next year file.


3) Flag all Temporary “'T” from the “TEMPRM” field.

4) Retain all RE# where the “DSCODE” is “MSW” (Refer to Rule# 51). Flag all “DSCODE” which indicate “Yard Waste”. Check only Yard Waste material code to confirm if they really are Yard Waste. There is a new “DSCODE”: "GRN", which stands for “GREEN WASTE”, which is again Yard Waste, must be flagged. The new system must flag any new code found and give to the SW staff the option for such codes to be added or then converted to an existing code.

5) Check for incomplete fields:

a. RE#:




b. Site Address:


c. Any other field:

i. Flag it.

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

Format Fields:

RE# Unique property numberCustomer # Assigned by the Hauler. Used just for referenceName Business name (Commercial) or Property owner name

(Residential)Share Group Group # for properties that are sharing a serviceHouse# House #, Unit # for the Site addressStreet Street name for the Site addressCity City name for the Site addressSVQNTY Number of

dumpsters/compactors/cans/hobos/HPR's/HPF'sSVCODE Service level is the size of the containerSVTIMEPERWEEK Number of pickups per week, if it has weekly serviceSVWEEKSPERYEAR Number of Weeks Per year, if it has weekly serviceSVTIMEPERMONTH Number of pickups per week, if it has monthly serviceSVMONTHSPERYEAR Number of Weeks Per year, if it has monthly serviceSVROUTNUMB Pickup date in the weekSVDESC 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 “complete” data (Rule # 69):


2) Check both columns SVPERWEEK and SVPERYEAR and flag the records that have or do not have value in both columns.

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.

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4) To calculate the amount due, the total BUs must be divided by 12 (months in a year) and then multiplied by the total number of months in use. In cases of having the number of months per year and the number of time per week, in order to convert the number of time per week to the number of times per months, user must multiply the number of time per week by 4.33 and then upload file into the system.


System must flag all corrections done in the new SW system to Haulers for the next year file:

a. RE#:




b. Site Address:


c. Any other field:

i. Flag it.

Notes about ‘SVCODE’s:O96 (description - 96 gal Toter Fel): needs to be converted to HOB

11W: needs to be converted to HOB

12U: needs to be converted to CAN

8G1: has YDW in the description, it must be deleted

A12/A22/A32/A42: needs to be converted to CAN

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


GCX code – is Yard Waste, it must be deleted

CGW code – is Yard Waste, it must be deleted

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

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Format Fields:

RE#

Unique property number

Customer # Assigned by the Hauler. Used just for referenceName Business name (Commercial) or Property owner

name (Residential)Share Group Group # for properties that are sharing a serviceHouse# House #, Unit # for the Site addressStreet Street name for the Site addressCity City name for the Site addressSVQNTY Number of

dumpsters/compactors/cans/hobos/HPR's/HPF'sSVCODE 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 serviceSVWEEKSPERYEAR Number of Weeks Per year, if it has weekly serviceSVTIMEPERMONTH Number of pickups per week, if it has monthly serviceSVMONTHSPERYEAR Number of Weeks Per year, if it has monthly serviceSVROUTNUMB Pickup dateSVDESC Service code description is the description for the

SVCODE, i.e. HPF HAND PICK FELComments Any comment from the haulers

If the commercial entities are schools, use the actual number of weeks for which the dumpster is in service, instead of 52 weeks:

Following is the process for conversion from the “raw” data to the “complete” data (Rule # 70):

1) Check for the records which have value in both columns SVPERWEEK and SVPERYEAR and flag the ones that have or do not have value in both columns.

2) 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.

3) Delete “On Call” Compactors. Retain only dumpsters i.e. retain the records which has SVCODE ‘X’YD. (X = 1 thru 10).

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System must flag all correction done in the new SW system to Haulers for next year file:

a. RE#:




b. Site Address:


c. Any other field:

i. Flag it.

5) For the RE# does not have SW Override codes “BC, GC, GF, GH, GX, IC, LH, MB, MF, MU, MW, SF, and SS” system must delete it.

Notes about ‘SVCODE’s:O96 (description - 96 gal Toter Fel): needs to be converted to HOB

11W: needs to be converted to HOB

12U: needs to be converted to CAN

8G1: has YDW in the description, it must be deleted

A12/A22/A32/A42: needs to be converted to CAN

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


GCX code – is Yard Waste, it must be deletedCGW code – is Yard Waste, it must be deleted

6. Exemptions

Rule # 71: When the main use code calculation Type is Count All, the system adds the number of units under all PDCs at the Land use code rate.

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Rule # 72: If a washer and dryer hookups is not shown as PDC (Use code 2500), system must charge 1 BU at the commercial rate if the washer and dryer hookups are shown in the PA Feature table. For commercial land use codes, the system will charge the extra BU to all use codes except 3900, 3910, 3920, 3930, 3940, and 3950. For residential land use only these use codes 0351, 0352, 0353 0354 and 0355 will be charged.

Rule # 73: If there are extra units in the RV\MH Spaces field in the PA Feature Table, the system will use the number given in the table as the number of units, and the calculation will be using the Land use code for RVs and the MH will follow the new rate enter by the SW user. If the RV/MH Spaces in PA feature tables is incorrect, SW users will be able to override the number of units for RV and MH separately.

Rule # 74: When there is ONLY one Residential Structure on a Commercial Property, the residential PDC will be charged as the commercial rate.

Rule # 75: All commercial properties that are not shared service properties should be billed a minimum of 1 BU in the annual assessment.

Rule #76: For the Prorated system, the Export date to PB First system will be used as the date to update first time records in Accela and SAP. Other adjustments will be updated real time.

7. Reference

SWMD Residential/Commercial Use Codes document

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residential: - ucf - sage / frontpageucf-sage.pbworks.com/f/prorated+and+assessment... · web...

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