HomeMy WebLinkAbout55C - RESO CLEAN ENERGY FIN PROGREQUEST FOR -
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
FEBRUARY 6, 2018
TITLE:
ADOPT A RESOLUTION - INCLUDE ALL
SANTA ANA PROPERTIES TO BENEFIT
FROM ACCESS TO PROPERTY
ASSESSED CLEAN ENERGY FINANCING
PROGRAMS
(STRATEGIC PLAN NOS'. 5 • 3, 5)
CITY MA ER /fi
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 16' Reading
❑ Ordinance on 2ntl Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Adopt a resolution consenting to the inclusion of properties within the City's jurisdiction in the
California Municipal Finance Authority Open Property Assessed Clean Energy Program to
finance renewable energy generation, energy and water efficiency improvements, and electric
vehicle charging infrastructure.
DISCUSSION
The California Municipal Finance Authority (CMFA) financing provides a mechanism by which all
eligible property owners, both residential and nonresidential, can install renewable energy
systems and energy- and water -efficient improvements and repay the financing through a
voluntary annual amount added to their property tax bill. There are no hard costs and no
dedicated staff resources required for the City to participate in this program.
The California legislature has established Assembly Bill 811 (signed into law on July 21, 2008)
which authorizes a legislative body to designate an area within which public entities and property
owners may enter into voluntary assessments and/or special tax levies to finance the installation
of certain renewable energy sources, energy efficiency, and/or water efficiency improvements
that are permanently fixed to real property. The financing for these improvements has come to
be known as PACE — Property Assessed Clean Energy.
Santa Ana has been a member of the CMFA joint powers authority since 2008. Since then, the
CMFA has financed over $100 million of public benefit projects in the City. The CMFA is the only
authority that shares 50% of its issuance fees with its JPA members (25% to the City's general
fund and 25% to a local charity). Through this "give back" program, the CMFA has donated over
$255,000 to Santa Ana based charities and $60,000 to the City's general fund.
55C-1
Resolution — Consenting to the Inclusion of Santa Ana
Properties in the California Municipal Finance Authority
Open PACE Financing Program
February 6, 2018
Page 2
The PACE financing program provides property owners in participating cities and counties with
an option to finance approved energy- and water -saving improvements on their property. If a
property owner chooses to participate, the installed improvements are financed by the PACE
program administrator. The loan is secured by the property itself, with no obligation to the local
government or other participating jurisdictions. Property owners who wish to participate in this
voluntary program agree to repay the amount borrowed through an additional annual increment
collected via their property tax bills. In most cases, when the property is sold, the financed
amount transitions to the new owner; however, applicants are advised to consult their mortgage
company for confirmation.
In September 2013, City Council adopted a resolution allowing Santa Ana residential property
owners to participate in the California Home Energy Renovation Opportunity (California HERO)
Program, one of several AB 811 PACE financing providers. To facilitate implementation of the
program within the Santa Ana jurisdiction, the Council action included approval of a Joint Powers
Authority (JPA) membership in the Western Riverside Council of Governments.
In January 2015, City Council approved joint powers agreements with the CaliforniaFIRST
Program (offered by the California Statewide Communities Development Authority) and the
Figtree Program (offered by the California Enterprise Development Authority). Similar to
approving the California HERO program, Council action included approval of JPA associate
memberships. These agreements have provided Santa Ana residential property owners with
additional AB 811 PACE financing options and expanded the opportunity to commercial
properties.
In August 2015, City Council approved Associate Membership in the California Home Finance
Joint Exercise of Powers Authority and Ygrene Energy Fund LLC (Ygrene) which made Ygrene
Works PACE financing available to property owners in Santa Ana.
Adoption of this resolution will expand the available financing options for all Santa Ana property
owners. By offering low cost, competitive financing and fees, these programs will allow
construction of eligible projects to proceed and, in the process, stimulate building activity and the
overall local economy, reduce peak energy demand, reduce water consumption, increase
property values, and generate savings on utility bills for Santa Ana property owners.
This action will make the CMFA, California Property Assessed Clean Energy (PACE) financing
available to property owners in Santa Ana.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #5 Community Health, Livability,
Engagement & Sustainability, Objective #2 (expand opportunities for conservation and
environmental sustainability). Approval of this item also supports the City's efforts to meet Goal
55C-2
Resolution — Consenting to the Inclusion of Santa Ana
Properties in the California Municipal Finance Authority
Open PACE Financing Program
February 6, 2018
Page 3
Economic Development, Objective #5 (leverage private investment that results in tax base
expansion and job creation citywide).
FISCAL IMPACT
There is no fiscal impact associated with the recommended action. There is no cost to the City by
authorizing the California Municipal Finance Authority Open PACE programs described. The City
will have no administrative responsibilities, no marketing obligations, and no financial obligations
associated with makin its program available.
r.
FredMousavipour
Executive Director
Public Works Agency
FM/MM/CK
Exhibit: 1. Resolution — California Municipal Finance Authority Open PACE Program
55C-3
55C-4
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RESOLUTION NO. 2018 -XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA CONSENTING TO THE INCLUSION OF
PROPERTIES WITHIN THE TERRITORY OF THE CITY IN
THE CALIFORNIA MUNICIPAL FINANCE AUTHORITY
OPEN PACE PROGRAMS; AUTHORIZING THE
CALIFORNIA MUNICIPAL FINANCE AUTHORITY TO
ACCEPT APPLICATIONS FROM PROPERTY OWNERS,
CONDUCT CONTRACTUAL ASSESSMENT
PROCEEDINGS, AND LEVY CONTRACTUAL
ASSESSMENTS WITHIN THE TERRITORY OF THE CITY;
AND AUTHORIZING RELATED ACTIONS
WHEREAS, the California Municipal Finance Authority ("Authority") is a joint
exercise of powers authority, the members of which include numerous cities and counties
in the State of California, including the City of Santa Ana ("City); and
WHEREAS, the Authority is implementing Property Assessed Clean Energy
(PACE) programs, which it has designated CMFA Open PACE, consisting of CMFA Open
PACE programs each administered by a separate program administrator (collectively with
any successors, assigns, replacements or additions, the 'Programs"), to allow the
financing or refinancing of renewable energy, energy efficiency, water efficiency and
seismic strengthening improvements, electric vehicle charging infrastructure, and such
other improvements, infrastructure or other work as may be authorized by law from time
to time (collectively, the 'Improvements") through the levy of contractual assessments
pursuant to Division 7, Part 3, Chapter 29 of the California Streets and Highways Code
("Chapter 29") within counties and cities throughout the State of California that consent
to the inclusion of properties within their respective territories in the Programs and the
issuance of bonds from time to time; and
WHEREAS, the program administrators currently active in administering Programs
are Energy Efficient Equity, Inc.; BlueFlame PACE Services LLC; OnPACE Energy
Solutions, LLC; Petros PACE Administrator, LLC; Structured Finance Associates, LLC;
and Twain Community Partners II LLC; and whereas the Authority will notify the City in
advance of any additions or changes; and
WHEREAS, Chapter 29 provides that assessments may be levied under its
provisions only with the free and willing consent of the owner or owners of each lot or
parcel on which an assessment is levied at the time the assessment is levied; and
WHEREAS, the City desires to allow the owners of property ('Participating
Property Owners") within its territory to participate in the Programs and to allow the
Authority to conduct assessment proceedings under Chapter 29 within its territory and to
issue bonds to finance or refinance Improvements; and
Resolution No. 2018 -XXX
Page 1 of 4
55C-5
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WHEREAS, the territory within which assessments maybe levied for the Programs
shall include all of the territory within the City's official boundaries; and
WHEREAS, the Authority will conduct all assessment proceedings under Chapter
29 for the Programs and issue any bonds issued in connection with the Programs; and
WHEREAS, the City will not be responsible for the conduct of any assessment
proceedings; the levy of assessments; any required remedial action in the case of
delinquencies in such assessment payments; or the issuance, sale, administration
repayment or guarantee of any bonds issued in connection with the Programs.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Santa
Ana as follows:
Section 1. The City Council hereby finds and declares that the foregoing recitals
are true and correct.
Section 2. The City Council hereby finds and declares that properties in the
territory of the City will benefit from the availability of the Programs within the territory of
the City and, pursuant thereto, the conduct of special assessment proceedings by the
Authority pursuant to Chapter 29 and the issuance of bonds to finance or refinance
Improvements.
Section 3. In connection with the Programs, the City hereby consents to the
conduct of special assessment proceedings by the Authority pursuant to Chapter 29 on
any property within the territory of the City and the issuance of bonds to finance or
refinance Improvements; provided, that
A. The Participating Property Owners, who shall be the legal owners of such
property, execute a contract pursuant to Chapter 29 and comply with other applicable
provisions of California law in order to accomplish the valid levy of assessments; and
B. The City will not be responsible for the conduct of any assessment
proceedings; the levy of assessments; any required remedial action in the case of
delinquencies in such assessment payments; or the issuance, sale, administration,
repayment, or guarantee of any bonds issued in connection with the Programs.
Section 4. The appropriate officials and staff of the City are hereby authorized
and directed to make applications.for the Programs available to all property owners who
wish to finance or refinance Improvements; provided, that the Authority shall be
responsible for providing such applications and related materials at its own expense. The
following staff persons, together with any other staff persons chosen by the City Manager
from time to time, are hereby designated as the contact persons for the Authority in
connection with the Programs: Executive Director of Public Works, or his or her designee.
Resolution No. 2018 -XXX
Page 2 of 4
55C-6
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Section 5. The appropriate officials and staff of the City are hereby authorized
and directed to execute and deliver such certificates, requisitions, agreements and related
documents as are reasonably required by the Authority to implement the Programs.
Section 6. The City Council hereby finds that adoption of this Resolution is not
a "project" under the California Environmental Quality Act, because the Resolution does
not involve any commitment to a specific project which may result in a potentially
significant physical impact on the environment, as contemplated by Title 14, California
Code of Regulations, Section 15378(b)(4)).
Section 7. The City may withdraw from the Programs or any Program upon six
(6) months written notice to the Authority. The City may withdraw its consent and approval
for the conduct of special assessment proceedings by any specific program administrator
under a Program within the jurisdictional limits of the City upon thirty (30) days written
notice to the Authority without (a) liability to the Authority or any affiliated entity, and (b)
withdrawing its consent and approval for the conduct of special assessment proceedings
by any other program administrators under the other Programs. The City's withdrawal
from any Program shall not affect the validity of any voluntary assessment contract
entered into prior to the date of such withdrawal or entered into after the date of such
withdrawal so long as the application for such voluntary assessment contract was
submitted to and approved by the Authority prior to the date of the City's notice of
withdrawal.
Section 8. This Resolution shall take effect immediately upon its adoption, and
the Clerk of the Council shall attest to and certify the vote adopting this Resolution. The
Clerk is hereby authorized and directed to transmit a certified copy of this Resolution to
the Financial Advisor of the Authority at:
California Municipal Finance Authority
2111 Palomar Airport Road, Suite 320
Carlsbad, California 92011
Attn: Travis Cooper
ADOPTED this day of 2018.
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
IIn
John M. Funk
Assistant City Attorney
Miguel A. Pulido
Mayor
55C-7
Resolution No. 2018 -XXX
Page 3 of 4
jmf 1/22/18
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Maria D. Huizar, Clerk of the Council, do hereby certify the attached Resolution
No. 2018 -- to be the original resolution adopted by the City Council of the City of Santa
Ana on 2018.
Date:
55C-8
Clerk of the Council
City of Santa Ana
Resolution No. 2018 -XXX
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