HomeMy WebLinkAboutUtility Undergrounding Step By Step GuidePage 67
FINAL
CITY OF PALM DESERT
UTILITY UNDERGROUNDING MASTER PLAN
Information:
City of Palm Desert
Public Works Department
760-776-6393
rgayler@cityofpalmdesert.org
Utility Undergrounding – A Step by Step Guide
Page 68
FINAL
CITY OF PALM DESERT
UTILITY UNDERGROUNDING MASTER PLAN
City o f Palm Desert
Utility Undergrounding - Step-By-Step Guide
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Utility Undergrounding – A Step-by-Step Guide
History
Since shortly after Palm Desert’s incorporation as a city in 1973, new
development here has been required to underground utilities. The
poles and wires that crisscross some of the community’s older
neighborhoods illustrate that many homes, built prior to incorporation,
continue to be served by above ground utility lines.
Residents in these areas have expressed concern about the safety ,
aesthetics, and negative impact on property values caused by above
ground utility lines. In response to these concerns, Palm Desert’s City
Council in March 2015 approved the formation of an ad hoc Committee
to study utility undergrounding in Palm Desert.
Composed of eight citizen representatives and two City Council
members and operating on the premise that underground utilities are
preferable to unsightly above ground lines and poles, the Committee
reached a consensus that the relocation of utility lines below ground
should be a municipal priority.
The Committee determined that an early and important step in the
process should be the preparation of an undergrounding master plan. In
April 2016, the City Council approved the Committee’s
recommendations, adopting the undergrounding of all utility lines in
Palm Desert as a goal. The Council also authorized the hiring of a
consultant to create an undergrounding master plan.
The master plan lays out a number of ways that utility undergrounding
can occur in Palm Desert. For neighborhoods, however, the most
common way to accomplish utility undergrounding is for neighbors to
form an assessment district.
Two options for this multi-step, multi-year process are explained
below including the standard process and a fast track option designed
to speed the process when there is broad neighborhood support.
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UTILITY UNDERGROUNDING MASTER PLAN
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Utility Undergrounding - Step-By-Step Guide
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Option One – Fast Track
Assessment District Formation
1. The process is initiated by an interested property owner, who acts as a
liaison between the City, utility companies, and neighbors. The property
owners who support undergrounding submit a letter to the City’s
Public Works Department expressing their interest in forming an
Underground Utility Assessment District. The letter should include a
description of the proposed boundaries of the area to be
undergrounded.
2. Based on the interest letter, City staff prepares a boundary map and
submits it to the appropriate utility companies who review the map to
ensure that the boundaries are logical and feasible. Once the district
boundaries are accepted by all parties, the utility companies provide
the City with a preliminary cost estimate for the design and
construction of the undergrounding project.
3. The City then prepares a petition to be circulated by proponents to
all affected property owners within the proposed district boundaries.
The petition states the approximate amount that each property owner
would pay if the property owners vote to form the district to
accomplish the undergrounding project. In order for the process to
continue, at least 70 percent of the property owners must sign and
express support. This petition is a “show of support” and nonbinding.
The City is neutral regarding City-owned parcels within the District.
4. Once the petition is certified by the Assessment Engineer, Public
Works will prepare a staff report requesting City Council approval to
move forward. With Council approval, the Assessment Engineer will
prepare an Engineer’s Report. This report documents the assessment
that each property owner within the district would pay, should the
district be approved. This report uses the preliminary estimated
construction costs provided by the utility companies. If the district is
formed, funds expended by the City on costs related to formation of the
district will be recovered during the assessment process. If the district
fails, the City’s funds will be lost.
5. The Engineer’s Report and Resolution of Intention are submitted to
the City Council for approval and a public hearing is scheduled.
6. The Ballots are prepared with the assessment amount and sent to
each property owner within the proposed district boundaries. Each
property owner then votes for or against the formation of t he district.
Each vote is weighted or valued based upon the dollar value of each
property owner’s proposed assessment.
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7. All votes must be submitted to the City prior to the end of the
scheduled public hearing. The district passes if the district re ceived
greater than 50% approval. If the district passes, all property owners
within the district will be responsible for the assessment amounts
regardless of a property owner’s personal vote.
Following approval by the property owners, the detailed design process
begins. It usually involves the following steps:
a. Base mapping
b. Southern California Edison electrical design
c. Telephone and cable design
The duration of each step varies depending on the number of
underground districts in the queue, the size of the proposed district, and
the complexity of the design. This phase could take more than two years
to complete.
Once the project is fully designed, it will be bid with a contract awarded,
and then constructed.
Option Two – Traditional Method
1. The process is initiated by an interested property owner, who acts as a
liaison between the City, utility companies, and neighbors. The property
owners who support undergrounding submit a letter to the City’s Public
Works Department expressing their interest in forming an Underground
Utility Assessment District. The letter should include a description of the
proposed boundaries of the area to be undergrounded.
2. Based on the interest letter, City staff prepares a boundary map and
submits it to the appropriate utility companies who review the map to
ensure that the boundaries are logical and feasible. Once the district
boundaries are accepted by all parties, the utility companies provide the
City with a preliminary cost estimate for the design and construction of
the undergrounding project.
3. The City then prepares a petition to be circulated by proponents to
all affected property owners within the proposed district boundaries.
The petition states the approximate amount that each property owner
would pay if the property owners vote to form the district to
accomplish the undergrounding project. In order for the process to
continue, at least 70 percent of the property owners must sign and
express support. This petition is a “show of support” and nonbinding.
The City is neutral regarding City-owned parcels within the District.
4. Once the petition is certified by the Assessment Engineer, Public
Works will prepare a staff report requesting City Council approval for
funds for design of the undergrounding project to be advanced from the
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City’s General Fund. If the district is formed, the advanced funds will be
recovered during the assessment process. If the district fails, the funds
will be lost.
5. The design process begins once the utility companies receive the
design fee. The process usually involves the following steps:
a. Base mapping
b. Southern California Edison electrical design
c. Telephone and cable design
The duration of each step varies depending on the number of
underground districts in the queue, the size of the proposed district, and
the complexity of the design.
6. Once the design is complete and accepted by the City and utility
companies, the utility companies provide a “guaranteed cost of
construction.” The Assessment Engineer will use this guaranteed cost and
all other costs incurred in the past and anticipated in the future to
generate the Engineer’s Report. This report documents the assessment
amount that each property owner within the distri ct would be
responsible for if the district is successful.
7. The completed design plans, Engineer’s Report, and Resolution of
Intention are submitted to the City Council for approval and a public
hearing is scheduled. An informal property owner meeting is held prior to
the public hearing to explain the details of the proposed district.
8. Ballots are prepared with the assessment amount and sent to each
property owner within the proposed district’s boundaries. Each owner
votes for or against forming the district. Each vote is weighted based on
the dollar value of each property owner’s proposed assessment.
9. All votes must be submitted to the City prior to the end of the
scheduled public hearing. The district passes if the district received
greater than 50% approval. If the district passes, all property owners
within the district will be responsible for the assessment amounts
regardless of a property owner’s personal vote.
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8.
9.
10.
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13.
Paying the Assessment and Final Steps
Regardless of whether a neighborhood chooses the standard or fast track
method of assessment district formation, the property owners will have
two options to pay for the assessment.
1. 30-Day Cash Payment Period: Within 30 days after the close of the
public hearing, the property owner has the option to pay the full or a
portion of the assessment amount. The property owner will save
approximately 8% on the portion of the assessment paid in cash. This 8%
savings results from not selling bonds for the amount owed. Bonds will
be sold for any unpaid portion of the assessment and a lien will be placed
on the property until the bond is paid in full.
2. Bond: If the property owner elects to not pay during the 30-Day Cash
Payment Period, bonds will be sold. Assessments will be placed on the
property tax bill to be paid over a 20 to 25-year financing period. During
that time, a lien will be placed on the property until the bond amount is
paid in full. Bonds will incur a finance charge.
When construction of the main line underground infrastructure has been
completed, all property owners will be notified that it is time to perform
their private conversions.
Private conversions require property owners to hire a licensed electrician
to connect the property’s existing overhead connection to the
underground infrastructure. The cost of the private conversion is not
covered in the assessment amount. The assessment amount only covers
work performed in the public right-of-way.
It is the property owner’s responsibility to perform the conversion within
the designated time frame. Delays caused by one property owner’s
private conversion, will cause delays to the whole district because
overhead structures cannot be removed until all properties have
completed their private conversions.
It is important to note that, from the initial letter to the last private
conversion, the average process takes approximately seven years,
depending on the size of district. The bond financing period information
provided above is based on an average of past assessment districts and
varies depending on current rates and the district’s size.
For more information, please contact the City’s Public Works Department
at 760-776-6393.