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CC SR 20240917 01 - Utility Undergrounding Rule 20 Program CITY COUNCIL MEETING DATE: 09/17/2024 AGENDA REPORT AGENDA HEADING: Regular Business AGENDA TITLE: Consideration and possible action to receive an informational report on the Southern California Edison Utility Undergrounding Program. RECOMMENDED COUNCIL ACTION: (1) Receive and file an informational report on the Southern California Edison (SCE) Utility Undergrounding Program. FISCAL IMPACT: There is no fiscal impact to receiving and filing a report on the SCE utility undergrounding program. Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Brandon Mesker, Associate Engineer REVIEWED BY: Ramzi Awwad, Director of Public Works APPROVED BY: Ara Mihranian, AICP, City Manager ATTACHED SUPPORTING DOCUMENTS: A. Southern California Edison’s Website – Rule 20 Conversions B. Guidelines to Residential Utility Undergrounding Rule 20B (page B-1) BACKGROUND: In 1967, the California Public Utilities Commission (CPUC) established electric tariff Rule 20 (Rule 20), which sets policies and procedures for the conversion of overhead power lines and other associated equipment to underground facilities. At the November 14, 2023 meeting, Mayor Cruikshank (then -Mayor Pro Tem) requested information on the process and cost to underground utility lines pursuant to Rule 20, which is being reported this evening. 1 DISCUSSION: Under Rule 20, there are three common programs: Rule 20A, Rule 20B, and Rule 20C. These programs describe the funding avenues for undergrounding existing overhead utility lines. Rule 20A Rule 20A projects are fully funded by Southern California Edison (SCE) customers using fees that SCE customers pay as part of their electricity rates. Funds are distributed on an annual basis to each jurisdiction based on the number of meters in that jurisdiction. Therefore, more populous cities and counties generally receive more funds than less populous ones. Funds are given in the form of work credits, and these work credits may only be used on a project benefiting the general public by satisfying one or more of the following: 1. Undergrounding would avoid or eliminate a heavy concentration of overhead lines, as defined by SCE. 2. The street, road, or right-of-way serves as a major thoroughfare for the general public and carries a heavy volume of pedestrian, bicycle, rail, vehicular, or other traffic. Heavy traffic volume means a minimum of 5,000 average trips per day among all transportation forms. 3. Wheelchair access is limited or impeded by existing above ground infrastructure on sidewalks or other areas in the pedestrian right -of-way that is otherwise compliant with the Americans with Disabilities Act (ADA). 4. The street, road, or right-of-way adjoins or passes through a civic area or public recreation area or an area of significant scenic, cultural, and/or historic interest to the general public; or 5. The street, road, or right-of-way is considered an arterial street or major collector as defined by the California Department of Transportation’s (Caltrans) California Road System. Additionally, Rule 20A projects must be at least 600 feet in length, and an undergrounding district must be created where both the existing overhead lines are and where the new underground lines will be placed. The district must require that all overhead lines be removed, require all affected properties be retrofitted to accept underground utilities (if applicable), and authorize utility companies to discontinue and remove overhead utility service. Rule 20A projects can vary in scope, cost and duration. The cost of a Rule 20A project is estimated to be at least $800 per linear foot, depending on the complexity. The duration of a project can range from at least 24 months and up to 84 months, again dep ending on the complexity. The City has a current balance of $278,710 in work credits, which is insufficient to complete a project based on current SCE cost estimates. 2 As of December 31, 2022, allocations under Rule 20A have been discontinued , because the program, according to the CPUC, was not equitable as the vast majority of funded projects were in dense urban communities, and those projects were inefficient as they often exceeded cost estimates and schedules. Therefore, cities and counties must work with their current balances. This means that only projects that can be completed within the current balances may move forward. Therefore, the City may not propose a new project under Rule 20A, because the current balance is insufficient to complete a project. Per the CPUC, unused work credits will be reallocated to communities with active Rule 20A projects, prioritizing undeserved or Environmental and Social Justice Community census tracts. To date, the City has established the following six Utility Underground Districts (UDDs) and been involved with six Rule 20A projects: 1. District 1 – Established in 1975, Palos Verdes Drive South (Forrestal Drive to Palos Verdes Drive South) 2. District 2 – Established in 1975, Forrestal Drive Undergrounding District 3. District 3 – Established in 1976, Palos Verdes Drive West Undergrounding District 4. District 4 – Established in 1986, Hawthorne Boulevard (from Indian Peak to Indian Valley Road) 5. District 5 – Established in 2018, Palos Verdes Drive South (between La Rotonda Drive and the City limits) 6. District 6 – Established in 2018, Crenshaw Boulevard (between Crest Road and Valley View Road) – Expected to be completed by March 2025 Rule 20B If a project does not qualify for funding under Rule 20A, but is at least 600 feet in length, it may be eligible for partial funding under Rule 20 , whereby it would be funded by both the Rule 20 program and the applicant. In this case, the applicant could be a city, county, group of property owners, or individual property owner. The Rule 20 portion of funding that could be applied to the project is equivalent to the costs of removing the existing overhead system and replacing it with a new overhead system. The City’s balance of work credits may not be applied to proposed Rule 20B projects. To begin the undergrounding process under Rule 20B, applicants typically pay SCE the cost of engineering the undergrounding project in advance, which includes preparation of a construction cost estimate. Should the applicant move forward with construction, they will then pay SCE’s estimated cost of construction in advance, less the Rule 20 contribution. Prior to undergrounding, the applicant must meet the following conditions: 1. All affected property owners agree, in writing, to make wiring changes on their property to accept service from undergrounded utilities and discontinue receiving overhead services. 2. SCE is authorized to discontinue its overhead service. 3 3. Facilities, equipment, and infrastructure for underground service are installed in accordance with SCE specifications, or SCE is paid to install such . 4. Facilities, equipment, and infrastructure referenced in #3 above, if constructed by the applicant, are transferred in good condition to SCE. 5. Nonrefundable payments for SCE work (if any) are made in advance. To date, the City has not participated in any Rule 20B projects. Rule 20B projects can vary in scope, cost and duration. The cost of a Rule 20B project is typically at least $1,000,000 for the minimum 600 -foot project length, depending on the complexity. These costs do not include service laterals or meter modifications. The duration of a Rule 20B project is typically less than two years. The City Council approved Guidelines to Residential Utility Undergrounding Rule 20B on May 17, 2005 and later amended them on November 4, 2020. (Attachment B) Rule 20C This program includes all projects which do not fulfill the requirements of Rule 20A or Rule 20B. These projects receive no funding from the Rule 20 program, and the costs are borne solely by the applicant. Prior to undergrounding, the applicant must meet the following conditions: 1. Facilities, equipment, and infrastructure for underground service are installed in accordance with SCE specifications, or SCE is paid to install such . 2. Facilities, equipment, and infrastructure referenced in No. 1 above, if constructed by the applicant, are transferred in good condition to SCE. 3. Nonrefundable payments for SCE work (if any) are made in advance. To date the City has not participated in any Rule 20C projects. Rule 20C projects can vary in scope, cost and duration. The cost and duration of a Rule 20C project varies widely based on the size of the proposed project because there is no minimum project length. ADDITIONAL INFORMATION: For accuracy, the information contained in this staff report was reviewed by SCE Staff. CONCLUSION: Staff recommends that the City Council receive and file a report on the S CE utility undergrounding program. ALTERNATIVES: In addition to the Staff recommendation s, the following alternative action is available for the City Council’s consideration: 4 1. Identify a potential project that could be funded using the Rule 20B process and return to the City Council with additional information. 2. Take other action, as deemed appropriate by the City Council. 5 01203.0006/675607.2 B-1 01203.0006/675607.2 Table of Contents Item Page No. Introduction ....................................................................................................................................1 Process Overview ...........................................................................................................................3 Procedures Phase 1: Building Neighborhood Consensus .............................................................................5 Phase 2: Petition to Advance Funding for Engineering .............................................................7 Phase 3: Engineering and Apportionment of Project Costs .......................................................9 Phase 4: Petition to Establish an Assessment District .............................................................11 Phase 5: Establishing an Assessment District ..........................................................................12 Phase 6: Construction of Underground Utility Improvements ................................................14 Frequently Asked Questions .......................................................................................................16 Exhibits Letter of Intent ............................................................................................................. Exhibit A Petition (for the City to advance funding for engineering services) ............................ Exhibit B Letter of Support (for the City to advance funds for engineering services) ................ Exhibit C Explanation of Non-Support or Opposition ................................................................. Exhibit D Petition (for the City to form an Assessment District) ................................................ Exhibit E Letter of Support (for the City to form an Assessment District) ..................................Exhibit F Explanation of Non-Support or Opposition ................................................................. Exhibit G (Draft) Notice of Assessment....................................................................................... Exhibit H Ballot (for formation of an Assessment District) .......................................................... Exhibit I (Final) Notice of Assessment and Invoice .................................................................... Exhibit J Consent for Construction of Home Service Connection.............................................. Exhibit K B-2 01203.0006/675607.2 Introduction The purpose of these guidelines is to provide residents who are interested in undergrounding overhead utility lines (power lines, telephone wires, television/internet cables and associated poles and infrastructure) in their neighborhood with the necessary information, which is commonly referred to as “undergrounding.” Undergrounding is regulated by the California Public Utilities Commission (CPUC) under Electric Tariff Rule 20, which allows cities and counties to identify areas for undergrounding projects. Depending on the project characteristics and eligibility under pre-established criteria, a utility may fund some, all, or none of the costs of an overhead conversion. Rule 20 provides three levels, A, B, and C, of progressively diminishing ratepayer funding for the projects (and a sub-program D which is specific to undergrounding in San Diego Gas &Electric’s Fire Threat District). For the Rule 20 program, cities identify overhead lines that they wish to underground, and in consultation with their investor-owned utility determine if the conversion project qualifies for any of the Rule 20 A, B, C or D programs. For more information on the CPUC, and Tariff Rule 20, please visit www.cpuc.ca.gov, Although few projects gather as much initial public support as undergrounding projects, when the costs and complexity are better understood, support wains significantly. Although limited Rule 20 funding is available to the City for undergrounding projects along major arterial roadways, such funding is NOT available for these projects in residential neighborhoods. Therefore, the cost of such projects is the full financial responsibility of the affected property owners. Undergrounding often positively addresses a number of neighborhood concerns, including:  Unsightly above-ground utilities  View obstructions  Individual concerns regarding health and safety However, the process of undergrounding in residential neighborhoods is costly and complex, and presents a number of challenges and concerns, such as:  Scale and scope of an undergrounding project  Sharing costs amongst the affected property owners  Rights and responsibilities of affected property owners, including those who support or do not support undergrounding  Financing options including payment plans  Utility connection between the new underground lines and the structures, including associated costs and the physical impacts on landscaping and the connections to homes  Potential financial hardship on one or more affected property owners  Impacts to roadways, sidewalks and other infrastructure in the public right-of-way Once an individual, small group, or neighborhood endeavors to underground utilities in their neighborhood, they may either fund the process themselves utilizing Rule 20C, or seek to establish an assessment district through Rule 20B. B-3 01203.0006/675607.2 The process described in these guidelines is based upon the best information available to the City at the time, and is intended to be a step-by-step approach for residential neighborhoods considering to pursue forming an assessment district through Rule 20B. In forming an assessment district, at least 50% of property owners within the proposed district must be in support a the formation of the proposed district in order for the City to consider forming the assessment district. However, even in a case where 50% of the property owners support formation, the City Council has the final decision on whether the assessment district is formed. In brief,  At this time, the best estimates available to the City for undergrounding at the planning stage is approximately $50,000 per property, although the final cost will vary.  Costs to underground are borne by individual property owners. The Assessment District funds the project through the sale of bonds and the imposition of a semi-annual property tax assessment to pay off the bonds.  Property Owners must also consider the cost to connect the underground utilities to their home. This cost is not covered by the Assessment District. B-4 01203.0006/675607.2 Phase 1 •Determine neighbor interest •Form a committee and select representative •Provide City with Letter of Intent •City will host a Community Meeting with neighborhood representative(s) and Utility Company representatives Phase 2 •Petition (and accompanying Letters of Support) the City to advance funding for Engineering •City staff verification •City Council consideration •(potential) Funding of Engineering costs Phase 3 •Preparing Plans, Specifications and an Engineering Estimate of Construction Costs •Proposed apportionment of project costs •Neighborhood Meeting to discuss Engineering and apportionment of costs Phase 4 •Petition to establish an Assessment District (and accompanying Letters of Support) •City Council consideration of a Resolution of Intent to form an Assessment District and set a Public Hearing date Phase 5 •Voting •City Council conducts a Public Hearing to consider the formation of an Assessment District •Notices of Assessment (identifying financing options) Phase 6 •Construction B-5 01203.0006/675607.2 B-6 01203.0006/675607.2 Phase 1: Building Neighborhood Consensus Step 1: Determine the Level of Interest within your Neighborhood Speak with your neighbors and discuss the contents of this Guideline brochure. Most property owners and individuals are likely to be in favor of relocating overhead utilities (power lines, telephone and cable television) underground, but may be reluctant or unwilling to pay for such relocation. Although interested neighbors can propose the boundaries of the district area for undergrounding based on neighborhood support for the project, the district must also be feasible to the affected utility companies and will likely be based on the layout of the affected portion of the utilities infrastructure. Step 2: Form a Neighborhood Committee and/or Select a Neighborhood Representative Interested neighbors should form a committee to represent the neighborhood and appoint a representative to serve as the primary point of communication with City staff, representatives of the applicable utilities (e.g., Cox Communications, Crown Castle Communications, Verizon, AT&T, etc.) The committee can be formed by a Homeowner’s Association (HOA) Board of Directors or any group of property owners interested in undergrounding. If the proposed district is governed by (or partially governed by) a HOA, a letter of support from the HOA’s Board of Directors is required. Step 3: Provide City with Letter of Interest The neighborhood committee and/or neighborhood representative submits a Letter of Interest to the City (See Exhibit A as a sample letter). This letter is addressed to the City Council and delivered to the Public Works Department. The purpose of the letter is to notify the City of the neighborhood’s interest and intention to form an undergrounding assessment district. The letter should identify the area contemplated for undergrounding (a map depicting the area should be attached to the letter) and indicate to what degree the neighborhood has discussed undergrounding. The letter should also give the name and contact information of the neighborhood representative. B-7 01203.0006/675607.2 Step 4: City will Host a Community Meeting Upon receipt of a Letter of Interest, which indicates significant outreach and a significant level of support amongst property owners in the proposed district area, City staff will begin the process of scheduling a community meeting to discuss the details of the proposed project and the potential impacts on the properties, property owners, and occupants. As part of that process, the receipt of the Letter of Interest will be reported in the City Manager’s Weekly Administrative Report. The Community Meeting will be scheduled so that representatives from the following are in attendance:  City Manager (or a designee)  Public Works Staff  Neighborhood representative and neighborhood committee members  Representatives of impacted utility companies, such as:  Southern California Edison  Cox Communications  Crown Castle Communications  Verizon  AT&T Notice of the community meeting will be sent to all property owners within the proposed district area at least 15 days in advance of the meeting. B-8 01203.0006/675607.2 Phase 2: Petition to Advance Funding for Engineering Step 5: Petition and Letters of Support / Explanations for Examples of Lack of Support After a Community Meeting is held, the neighborhood committee and/or neighborhood representative may petition for the City to advance funding for engineering for the project. (See Exhibit B for the form to be used) The neighborhood committee and/or neighborhood representative are to reach out to all of the owners of properties in the proposed district area, and obtain one of the following for each property:  Letter of Support, signed by the property owner, accompanied by a check for $500 for each property, made payable to the City of Rancho Palos Verdes (See Exhibit C for the form to be used), or  Letter of Opposition explaining why the property owner(s) oppose(s) the project or does not support it (See Exhibit D for the form to be used.) A signature is not required. Checks accompanying Letters of Support will be deposited by the City into a Trust Deposit account and held until expenses begin to be incurred for engineering services to design the project. Deposits will be refundable up until a purchase order is opened by the City for engineering services. Refunds will not be subject to interest accrued in the Trust Deposit, nor potential lost interest by the property owner. It is unlikely that support for the undergrounding project will be unanimous, even if only due to individual financial reasons. Thus, when the owner of a property does not support the proposed project, the neighborhood representative and/or neighborhood committee member must document the reason for the opposition or lack of support on the Letter of Opposition form. (See Exhibit D) Step 6: City Staff Verification Upon receipt of the Petition and supporting documents, City staff will verify that at least one Letter of Support or Letter of Opposition have been submitted for each property within the proposed district area. Staff will also verify that the name on the petitions match the current assessment rolls. Upon verification, the proposed project will be scheduled for consideration by the City Council at one of its regularly scheduled meetings. B-9 01203.0006/675607.2 Step 7: City Council Consideration As a Regular Business Agenda item, the City Council will consider the following actions in response to the neighborhood’s petition:  Support the neighborhood’s efforts to create an assessment district in their neighborhood;  Assume the role of lead agency for the project;  Advance funding for engineering services to prepare plans and specifications for the project (Staff will only recommend to the City Council that the City advance such funding if the Petition is accompanied by Letters of Support from at least two-thirds of property owners within the proposed project area);  Alternatively, elect not to support the neighborhood’s efforts; and  Take any other action deemed appropriate by the City Council. When considering the neighborhood’s petition, including whether or not to advance funds for a particular project, the City Council will consider many factors, including but not limited to the following:  Project costs;  Availability of funding;  Level of neighborhood support; and  How the neighborhood intends to address impacted property owners who have expressed a financial concern over the project. Step 8: Funding of Engineering Costs In the event that the City Council elects to advance funding for engineering, the Finance Department will help determine the appropriate means and methods necessary for providing necessary funds. This may require the issuing of bonds on proposed benefitting properties to ensure such funds are reimbursed to the City, regardless of whether the undergrounding project is completed or not. B-10 01203.0006/675607.2 Phase 3: Engineering and Apportionment of Project Costs Step 9: Rough Order of Magnitude (ROM) Estimates Upon receipt of a request, accompanied by a boundary map, Southern California Edison will provide a Rough Order of Magnitude (ROM) for a proposed assessment district. Step 10: Preparing Plans, Specifications Like all other public projects impacting infrastructure facilities in the public right-of- way, Plans, Specifications, and an Engineering Estimate of Construction Costs must be prepared prior to obtaining public bids from potential contractors. However, only Southern California Edison can provide engineering designs for Edison undergrounding districts/projects. All costs for the preparation of the documents shall be the financial responsibility of the owners of the properties in the proposed assessment district, or as proposed in the petition to address potential financial hardships of individual property owners. Step 11: Engineering Estimate of Construction Costs It is important to note that the Engineering Estimate of Construction Costs will be an estimate of the total construction cost for undergrounding the overhead utility facilities in the public right-of-way areas only, and will not include the cost for individual properties to connect to relocated facilities, nor define costs on a property-by-property basis. Step 12: Proposed Apportionment of Project Costs Once Plans, Specifications, and the Engineering Estimate of Construction Costs have been prepared, the Engineer will assess each property’s benefit from the project and prepare a report that includes:  A map of the project area  The methodology used to determine the benefits to each property from the project  A recommended property-by-property apportioned cost of the project The report will be provided to the neighborhood committee and/or neighborhood representative to share with all of the impacted property owners, and a meeting will be scheduled for the neighborhood to discuss the allocation of financial responsibility. B-11 01203.0006/675607.2 Step 13: Neighborhood Meeting A neighborhood meeting will be scheduled to discuss the proposed apportionment of project costs and either agree with the proposed apportionment or propose an alternative distribution. The meeting will be scheduled so that representatives from the following are in attendance:  City Manager (or a designee)  Public Works Staff  All owners of properties in the proposed Assessment District  Representatives from impacted utility companies, such as:  Southern California Edison  Cox Communications  Crown Castle Communications  AT&T  Verizon Notice of the community meeting will be sent to all property owners within the proposed district area at least 15 days in advance of the meeting. B-12 01203.0006/675607.2 Phase 4: Petition to Establish an Assessment District Step 14: Petition to Establish an Assessment District After the Neighborhood Meeting is held, the neighborhood committee and/or neighborhood representative must submit a Petition to Establish an Assessment District (See Exhibit E for the form to be used) to the City, accompanied by the following:  Letters of Support (and accompanying fees) for each property for which the owner(s) are in support of the project  Letters of Opposition for each property for which the owner does not supportthe project  A proposal to address the financial share of property owners for which the project would pose a financial hardship (A possible proposal would be for the neighborhood to agree to collectively share the financial responsibility of property owners for which the project would present a financial hardship) Step 15: Council Meeting to Consider a Resolution of Intent to Form an Assessment District As a Regular Business Agenda item, the City Council will consider the Engineer’s report (see Step 11). If the report is accepted, the City Council will adopt a Resolution of Intent, which sets a Public Hearing date (at least 45 days following the adoption of the Resolution of Intent), at which time the City Council will hear testimony and decide whether or not to form an Assessment District. B-13 01203.0006/675607.2 Phase 5: Establishing an Assessment District Step 16: Notice of Assessment and Ballots Mailed The City Council can only form an Assessment District if a simple majority of the assessed property ownership (weighted by assessment amounts) agree to the assessment. To determine if this State-mandated majority is met, ballots and Notices of Assessment are mailed 45 days prior to the Public Hearing. The results of the ballot election are tabulated at the Public Hearing. If a simple majority of assessed properties (weighted by assessment amounts) does NOT support the formation of the proposed assessment district, then the assessment district will not be formed. In such an event, the project will not move forward and property owners will be required to reimburse the City for the Engineering costs incurred, in accordance with the neighborhood’s petition to advance funding. Step 17: City Council conducts a Public Hearing A Public Hearing is conducted by the City Council to review ballot results and to receive comments or protests from the property owners. If a simple majority of the weighted assessment value property owners vote in favor of the project, the City Council may adopt the resolution forming the Assessment District. The term “weighted assessment value” means that the vote of a property owner with a $20,000 assessment counts twice as much as the property owner with a $10,000 assessment. The City Council has the discretion to refuse to form an Assessment District, notwithstanding successful vote in support. The ballot result is not the only factor that will be considered by the City Council. Other factors that may be considered by the City Council include:  How the neighborhood intends to address impacted property owners who have expressed a financial concern over the project  Level of neighborhood support  City benefit from the project Step 18: Notice of Assessment If the Assessment District is formed, a Notice of Assessment and Financing Options will be mailed to each affected property owner. A property owner may pay the assessment within the 30-day cash collection period and receive a discount for bond financing costs. Property owners not paying within the 30-day period will have an assessment placed against their property in accordance with the Engineer’s Report and will pay off the assessment in semi-annual payments with their property tax bills. B-14 01203.0006/675607.2 Phase 6: Construction of Underground Utility Improvements Step 19: Construction The applicable electrical utility must complete the portions of the work related to placing their facilities within conduits, however, much of the work may be advertised for competitive bids. The City will either enter into a contract with the applicable electrical utility to construct the improvements or advertise a contract for the construction. If the latter approach is utilized, bids will be sought in accordance with the City’s public project policies and procedures. When all properties are connected to the underground system, the utilities will convert to the underground system and utility wires and poles are removed. B-15 01203.0006/675607.2 B-16 01203.0006/675607.2 1. What are the typical costs? The cost of undergrounding overhead utilities lines varies greatly from project to project; however, it is estimated to cost $50,000 per property. However, the cost can also vary significantly from property to property. This amount is typically paid through an assessment. In addition to the construction within the street, the service connection to the individual homes must also be reconstructed. Under State law, the cost for these private connections is the responsibility of property owner. However, the law also provides that property owner can fill out a consent form requesting the City construct the connection to the individual home as well and in such cases, the cost is included in the assessment and paid by the property owner over time. The cost to reconstruct individual service connections will vary greatly depending upon distance from the street to the connection point, as well as the type improvements that are impacted by the construction. An estimate for a 40-foot connection in lawn, or standard concrete or asphalt is $5,000. 2. Will everyone pay the same amount? Generally, no. The assessment process will determine the amount paid by various propert y owners and will vary depending on the benefit the property receives from the project. For example, properties with views greatly improved by the project will pay a higher assessment than a property with little or no improvement to view. 3. How is the area of the Assessment district determined? The area of the assessment district is determined by the neighborhood, in conjunction with the applicable electrical utility, to make sure the district boundaries works well with the electrical grid. 4. Will all the wires and poles be removed? The undergrounding project will generally remove all wires and poles. There are some exceptions. Poles that support streetlights will not be removed. In addition, poles that support cellular (wireless) communications may only be removed if an alternate location can be found. 5. How long should the process take? The length of the process will vary greatly from project to project, depending on size, complexity, and availability of City funding and neighborhood support. It will take approximately 12 months to design the improvements and six months to form the Assessment District. A good estimate of time for the entire process is 3 to 4 years. B-17 01203.0006/675607.2 6. Why can’t the City pay for undergrounding utilities? Although the City is supportive of neighborhood undergrounding projects, adequate funding is not available. The undergrounding program requires the City to advance the cost of engineering services to design the plans and to prepare the Engineer’s Report of Assessments. These costs, however, will be added to the cost of construction and included in assessments to be paid by the property owners within the assessment district. 7. Does the City receive funding for undergrounding from Southern California Edison? Yes, the City is allocated a certain amount of “work credits” annually for undergrounding, however, these credits must be accumulated over many years to funds undergrounding projects, and those projects may only be utilized for projects which benefit a large number of citizens, such as arterial roadways. Rule 20A projects are constructed in areas of communities that are used most often by the general public. Because ratepayers contribute the bulk of the costs of Rule 20A programs through utility rates, the projects must be in the public interest by meeting one or more of the following public interest criteria:  Eliminate an unusually heavy concentration of overhead lines;  Involve a street or road with a high volume of public traffic  Benefit a civic or recreation area or area of unusual scenic interest;  Be listed as an arterial street or major collector as defined in the Governor’s Office of Planning and Research Guidelines 8. Why can’t Southern California Edison pay for utility undergrounding? Unfortunately, undergrounding is expensive and there is no legal requirement for Southern California Edison to underground their facilities. 9. What equipment will still be visible above ground? Will I get a chance to review proposed equipment locations before they are finalized? Transformers will be located in sub-surface vaults covered by typical manhole covers. Telephone systems also require above ground terminals. In addition, many underground facilities will require air vents, which will be visible from the street. 10. What is an assessment district? An assessment district is a financing tool used to fund the cost of a construction project over a period of time. With an assessment district, costs are apportioned to each parcel within the project boundary based upon the value of the special benefit conferred on that parcel. The amount each parcel pays is determined in the Engineer’s Report of Assessment. B-18 01203.0006/675607.2 11. How will I pay for the assessment? Assessments can be paid one of two ways, either the amount of the assessment can be paid in cash or it can be financed in, which case it will be paid over a time period typically 20 years as part of the property tax bill. Property owners wishing to pay the entire amount up front will save the cost of interest. 12. What is the term of bond financing? Bonds are usually financed over 15 to 20 year terms. 13. Can assessments be deferred for hardship cases? Individuals should consult with a tax advisor to determine if they qualify for the State of California Property Tax Postponement Program. If qualified, the utility undergrounding assessment may be deferred until the property is sold or the estate is settled. Information regarding the State of California Property Tax Postponement Program can be found at the California State Controller’s Office website: B-19 01203.0006/675607.2 B-20 01203.0006/675607.2 B-21 Letter of Interest to underground utilities within the City of Rancho Palos Verdes 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 I/We, as owner(s) of property(ies) within the _______________________________ neighborhood (depicted on the attached map) of the City of Rancho Palos Verdes (“City”) with existing overhead electrical and communication utility lines and poles, wish to pursue a project to have those utilities relocated underground in my/our neighborhood. As such, I/we have reviewed the latest version of the City’s “Guidelines to Underground Utilities in Residential Neighborhoods and discussed its contents with owners of _[#]_ of the _[#]_ properties in the proposed area of the project. Of the owners that I/we have spoken to, _[#]_ have expressed their willingness to support a project for undergrounding the overhead utility facilities, including indicating that they are willing to bear their fair portion of the financial responsibility for associated project costs. Therefore, I/we hereby request that the City schedule a meeting with owners of properties from the area depicted on the attached map and representatives of the City and companies owning overhead utility facilities in our neighborhood. Respectfully, (signature) (signature) (full name, printed) (full name, printed) Owner of the property at: Owner of the property at: (only address number and street name are needed) (only address number and street name are needed) (signature) (signature) (full name, printed) (full name, printed) Owner of the property at: Owner of the property at: (only address number and street name are needed) (only address number and street name are needed) B-22 01203.0006/675607.2 B-23 Petition of the City of Rancho Palos Verdes to Advance Funding for Engineering Services for a Proposed Undergrounding Project 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 To: Honorable Mayor and members of the Rancho Palos Verdes City Council I/We, being owners of property within an area of the City that we wish to pursue residential utility undergrounding, hereby request the City Council advance funding for engineering services to:  determine the full scope of the proposed undergrounding;  develop plans, specifications, and an engineering estimate of construction costs  Assess each property’s benefit from the project  Prepare a report that includes:  A map of the project area  The methodology used to determine the benefits to each property from the project  A recommended property-by-property apportioned cost of the project In support of this petition, Letters of Support from the owner(s) of each property that supports this petition is attached, and an accompanying check for $500 has been provided to the City as a down payment and sign of our financial commitment to this effort. We understand: A. That the cost of the improvements will be assessed to the land which benefits from the improvements including our land; B. That a report will be prepared on the project, including plans and specifications a detailed cost estimate, and a division of the costs among the benefited parcels of land, and that a public hearing will be conducted on the report; C. That the cost of engineering, legal, and other incidental expenses will be included in the project cost; D. The initial estimated cost of improvements for each property $50,000; E. That each property owner may pay their assessment either in cash without interest , or in installments with interest over a period of 15-20 years; F. If the parcel’s private property service connection to the utilities is not underground, then the property owner will be required to convert the service connection, at their owner expense, after the utility undergounding has been completed. The typical cost is $5,000. This expense may be added to the assessment. This petition is filed with you under and pursuant to the provisions of Section 2804 of the Streets and Highways Code of the State of California. The petition may be filed in counterpart or may be joined with other petitions for similar work. B-24 01203.0006/675607.2 B-25 Letter of Support of the ____________________ Neighborhood’s Petition to Underground Utilities within the City of Rancho Palos Verdes 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 I/We, the undersigned, being owners of the property at __________________________________ hereby support my neighborhood’s efforts to underground utilities within the City of Rancho Palos Verdes, and the Petition for the City to advance funds for engineering services to develop plans, specifications and an engineering estimate of construction cost for the project. In signing this Letter of Support, I/we attest to having read the City’s Guidelines to Undergrounding Utilities in Residential Neighborhoods, and understand that: 1. The apportioned share, as determined by the City Council, of the project costs will be assessed to the land which benefits from the improvements, including my/our land, unless that share is paid at the conclusion of the project; 2. The apportioned share for my property must be paid, even if the project is not completed and the undergrounding of utilities is not performed (i.e. there is insufficient support for construction of the project after engineering work has begun); 3. A Public Hearing will be conducted by the City Council to establish an Assessment District after engineering services work is completed; 4. The costs of engineering, legal and other incidental expenses will be included in the project cost; 5. The estimated cost of improvements to be financed from the Assessment District for each parcel is $40,000 – 60,000; 6. Each property owner may pay their assessment in cash without interest, or in installments with interest over a period of 15 – 20 years; and 7. The parcel’s private property service connection costs associated with the project are the financial responsibility of the owners of the properties directly benefitting from the project, not the City’s, and that an appropriate allocation of the costs will be determined including me/us, and that payment of my/our apportioned share of the project costs will either be paid at the conclusion of the project or be assessed to the property and paid semi- annually with the property taxes. The improvements, which we hereby request to be acquired for the benefit of the property within the above-mentions proposed assessment district, are the conversion of existing overhead electrical and communications facilities to underground locations and the removal of poles. We understand: A. That a report will be prepared on the project, including plans and specifications a detailed cost estimate, and a division of the costs among the benefited parcels of land, and that a public hearing will be conducted on the report; B-26 Letter of Support of the ____________________ Neighborhood’s Petition to Underground Utilities within the City of Rancho Palos Verdes 01203.0006/675607.2 B. That each property owner may pay their assessment either in cash without interest, or in installments with interest over a period of 15-20 years; C. If the parcel’s private property service connection to the utilities is not underground, then the property owner will be required to convert the service connection, at their owner expense, after the utility undergounding has been completed. The typical cost is $5,000. This expense may be added to the assessment. Respectfully, (signature) (signature) (full name, printed) (full name, printed) (email address) (email address) (home phone number) (home phone number) (cell/mobile phone number) (cell/mobile phone number) B-27 01203.0006/675607.2 B-28 Letter of Non-Support to Underground Utilities within the City of Rancho Palos Verdes 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 I/We, the undersigned, being owners of the property at __________ [property address]_________ DO NOT SUPPORT the efforts to underground utilities within my neighborhood in the City of Rancho Palos Verdes for the following reasons: (check all that apply) ☐ Personal expenses would be a financial burden ☐ Do not wish to incur personal expenses related to the project ☐ Do not believe that property owners should pay for the project ☐ The overhead utilities do not bother me and/or I like them ☐ Do not want to disrupt landscape and/or hardscape on my property to underground utilit y connections to my home that are currently overhead ☐ Other (please specify) ☐ Do not wish to specify Property Owner(s) (please print name) Property Owner Signature(s) Property Address Mailing Address (if different from the Property Address) Alternatively, if the property owner does not wish to complete this form, a representative of the Neighborhood Committee or the Neighborhood Representative can complete the form to document a verbal conversation with the property owner, as long as it is so noted. Committee Representative (please print name) Committee Representative Signature B-29 01203.0006/675607.2 B-30 Petition to the City of Rancho Palos Verdes to form an Assessment District 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council I/We, the undersigned, being owners of property within the area of a proposed assessment district to be established under the Municipal Improvement Act of 1913, Division 12 (Sections 10000, et seq.) of the Streets and Highways Code of the State of California (the “Act”), do hereby petition the City Council of the City of Rancho Palos Verdes (the “City”) to forthwith commence and carry through to completion under the provisions of said Act, all proceedings for the formation of an Assessment District as hereinafter described and for the acquisition of the hereinafter mentioned improvements within the City of Rancho Palos Verdes, County of Los Angeles, State of California. The area within the City, which we hereby request the City Council to form as an Assessment District, as hereinabove mentioned, is shown on the map attached hereto as Exhibit A entitled “Map of Proposed Undergounding Assessment District for the ___________ neighborhood.” The improvements, which we hereby request to be acquired for the benefit of the property within the above-mentions proposed assessment district, are the conversion of existing overhead electrical and communications facilities to underground locations and the removal of poles. We understand: G. That the cost of the improvements will be assessed to the land which benefits from the improvements including our land; H. That a report will be prepared on the project, including plans and specifications a detailed cost estimate, and a division of the costs among the benefited parcels of land, and that a public hearing will be conducted on the report; I. That the cost of engineering, legal, and other incidental expenses will be included in the project cost; J. The estimated cost of improvements to be financed from Assessment District for each parcel is $40,000 - $60,000; K. That each property owner may pay their assessment either in cash without interest, or in installments with interest over a period of 15-20 years; L. If the parcel’s private property service connection to the utilities is not underground, then the property owner will be required to convert the service connection, at their owner expense, after the utility undergounding has been completed. The typical cost is $5,000. This expense may be added to the assessment. This petition is filed with you under and pursuant to the provisions of Section 2804 of the Streets and Highways Code of the State of California. The petition may be filed in counterpart or may be joined with other petitions for similar work. B-31 01203.0006/675607.2 B-32 Letter of Support of the ____________________ Neighborhood’s Petition to form an Assessment District 01203.0006/675607.2 Petition of Interest to underground utilities within the City of Rancho Palos Verdes To: Honorable Mayor and members of the Rancho Palos Verdes City Council I/We, the undersigned, being owners of property within the area of a proposed assessment district to be established under the Municipal Improvement Act of 1913, Division 12 (Sections 10000, et seq.) of the Streets and Highways Code of the State of California (the “Act”), do hereby petition the City Council of the City of Rancho Palos Verdes (the “City”) to forthwith commence and carry through to completion under the provisions of said Act, all proceedings for the formation of an Assessment District as hereinafter described and for the acquisition of the hereinafter mentioned improvements within the City of Rancho Palos Verdes, County of Los Angeles, State of California. The area within the City, which we hereby request the City Council to form as an Assessment District, as hereinabove mentioned, is shown on the map attached hereto as Exhibit A entitled “Map of Proposed Undergounding Assessment District for the ___________ neighborhood.” The improvements, which we hereby request to be acquired for the benefit of the property within the above-mentions proposed assessment district, are the conversion of existing overhead electrical and communications facilities to underground locations and the removal of poles. We understand: A. That the cost of the improvements will be assessed to the land which benefits from the improvements including our land; B. That a report will be prepared on the project, including plans and specifications a detailed cost estimate, and a division of the costs among the benefited parcels of land, and that a public hearing will be conducted on the report; C. That the cost of engineering, legal, and other incidental expenses will be included in the project cost; D. The estimated cost of improvements to be financed from Assessment District for each parcel is $40,000 - $60,000; E. That each property owner may pay their assessment either in cash without interest, or in installments with interest over a period of 15-20 years; F. If the parcel’s private property service connection to the utilities is not underground, then the property owner will be required to convert the service connection, at their owner expense, after the utility undergounding has been completed. The typical cost is $5,000. This expense may be added to the assessment. B-33 Letter of Support of the ____________________ Neighborhood’s Petition to form an Assessment District 01203.0006/675607.2 This petition is filed with you under and pursuant to the provisions of Section 2804 of the Streets and Highways Code of the State of California. The petition may be filed in counterpart or may be joined with other petitions for similar work. Property Information Property Address Mailing Address (if different from the Property Address) Assessor Parcel Number (APN): Property Owner(s) (please print name) Property Owner Signature(s) B-34 01203.0006/675607.2 B-35 Explanation of Non-Support to Underground Utilities within the City of Rancho Palos Verdes 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 I/We, the undersigned, being owners of the property at __________ [property address]_________ DO NOT SUPPORT the efforts to underground utilities within my neighborhood in the City of Rancho Palos Verdes for the following reasons: (check all that apply) ☐ Personal expenses would be a financial burden ☐ Do not wish to incur personal expenses related to the project ☐ Do not believe that property owners should pay for the project ☐ The overhead utilities do not bother me and/or I like them ☐ Do not want to disrupt landscape and/or hardscape on my property to underground utility connections to my home that are currently overhead ☐ Other (please specify) ☐ Do not wish to specify Property Owner(s) (please print name) Property Owner Signature(s) Property Address Mailing Address (if different from the Property Address) Alternatively, if the property owner does not wish to complete this form, a representative of the Neighborhood Committee or the Neighborhood Representative can complete the form to document a verbal conversation with the property owner, as long as it is so noted. Committee Representative (please print name) Committee Representative Signature B-36 01203.0006/675607.2 B-37 01203.0006/675607.2 To: [Property Owner] [Mailing Address] [City], [State] [Zip Code] Re: Assessment of liability to the property at __________________ (Assessor Parcel Number (APN): _______________) To the owners of the above referenced property, An assessment is being levied against the above referenced property as part of the Assessment District established under the Municipal Improvement Act of 1913, Division 12 (Sections 10000, et seq.) of the Streets and Highways Code of the State of California (the “Act”) on ____ for improvements within the City of Rancho Palos Verdes, County of Los Angeles, State of California. The liability assigned to the above referenced property is $ .00, and is your financial responsibility. If you have any questions regarding this assessment, please contact: City of Rancho Palos Verdes Department of Public Works 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275 B-38 01203.0006/675607.2 B-39 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 I/We, the undersigned, being owners of the property at __________ [property address]_________ have received a Draft Notice of Assessment for my/our property and ☐ Support / Vote FOR ☐ Opposed / Vote AGAINST The formation of an Assessment District (as described and defined in the City’s Guidelines to Underground Utilities in Residential Neighborhoods) Please provide comments to explain your vote, if you wish. (Not required) Property Owner(s) (please print name) Property Owner Signature(s) Property Address Mailing Address (if different from the Property Address) B-40 01203.0006/675607.2 B-41 01203.0006/675607.2 To: [Property Owner] [Mailing Address] [City], [State] [Zip Code] Re: Assessment of liability to the property at __________________ (Assessor Parcel Number (APN): _______________) To the owners of the above referenced property, An assessment is being levied against the above referenced property as part of the Assessment District established under the Municipal Improvement Act of 1913, Division 12 (Sections 10000, et seq.) of the Streets and Highways Code of the State of California (the “Act”) on ____ for improvements within the City of Rancho Palos Verdes, County of Los Angeles, State of California. The liability assigned to the above referenced property is $ .00, and is your financial responsibility. If you have any questions regarding this assessment, please contact: City of Rancho Palos Verdes Department of Public Works 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275 B-42 01203.0006/675607.2 B-43 Consent for Construction of Home Service Connection 01203.0006/675607.2 To: Honorable Mayor and members of the Rancho Palos Verdes City Council c/o Director of Public Works Department 30940 Hawthorne Boulevard Rancho Palos Verdes, California 90275-5391 I/We, the undersigned, being owners of the property at __________ [property address]_________ hereby acknowledge that a new service connection to our home will be necessary when overhead utilities are relocated underground in our neighborhood, and that costs associated with establishing this new connection is my/our financial responsibility. I/We hereby request that the City of Rancho Palos Verdes, Southern California Edison and/or third party contractors hired, construct the necessary service connections as part of the undergrounding project. I/We acknowledge that such construction may require trenching from the street to the main structure of the home, and will likely damage or otherwise disturb existing vegetation. I/We further acknowledge that the connection will be constructed in the most cost effective way possible, and is likely to not be the most aesthetically pleasing manner possible. This includes, but is not limited to replacing decorative vegetation such as flowers and bushes, hardscape such as rock or mulch, or replacement of driveways or sidewalks that are cut for required trenching. Property Information Property Address Mailing Address (if different from the Property Address) Assessor Parcel Number (APN): Property Owner(s) (please print name) Property Owner Signature(s) B-44