Private Water & Wastewater Utility Regulation
Annual Report Filing Requirements and Forms
Annual Report Forms
Class A & B – Annual Report Form
Excel
PDF
Class C – Annual Report Form
Excel
PDF
Regulatory Assessment Fees
Water
Wastewater
GENERAL INFORMATION
All water and wastewater utilities under the jurisdiction of the Charlotte County must complete and return the Annual Report Form (120) days after the end of the certificated utility’s fiscal year, April 30. Charlotte County Ordinance Number 2007-092, Section 3-7-61 (a) requires each non-exempt certificated utility to file its annual report for the preceding year on or before April 30th of the following year.
APPROPRIATE FORM
The appropriate Annual Report form is based on the class size of each utility. The class size is consistent with that used by the National Association of Regulatory Utility Commissioners. The class sizes are determined as follows: Class A (those having annual water or wastewater revenues of $1,000,000 or more); Class B (those having annual water or wastewater revenues of $200,000 to $999,999); and Class C (those having annual water or wastewater operating revenues less than $200,000). Based on our analysis, we have enclosed the form that is appropriate for your utility and indicated the appropriate class. Please verify that your class size has been designated correctly and that you have been sent the appropriate form. It is the utility’s responsibility to submit the correct form when filing its annual report.
Class A or B utilities that have multiple systems under one consolidated company must complete the water and wastewater sections of the form for each system separately. It is also permissible for a Class C utility to file a Class A/B annual report. If you believe that you have not received the correct Annual Report form or wish to file a Class A/B report, please call the Budget Department at (941) 743-1551 and request that the appropriate form be sent to you.
ELECTRONIC FORMS AVAILABLE
Computerized versions of the County’s Annual Report forms are available in PDF and Excel formats. The electronic versions of the annual report forms are provided solely for the convenience of the utility. Please be advised that the utility is responsible for the accuracy of the data submitted in its annual report. Although a utility may download and complete the form electronically, the utility is still required to file an original hard copies of its annual report with Charlotte County.
