HomeMy WebLinkAboutImplementation Agreement With WRCOGPage 1 of 6
Virginia Bloom
From: Leonard, Janis [Leonard @wrcog.cog. ca. us]
Sent: Tuesday, August 02, 2011 6:46 AM
To: Virginia Bloom
Subject: RE: WRCOG presentation on AB 811
Good morning Virgina,
Just confirming the presentation time of 7 p.m., correct?
Thank you,
Janis L. Leonard
Executive Assistant to Rick Bishop
Western Riverside Council of Governments
4080 Lemon Street
3rd Floor, MS 1032
Riverside, CA 92501 -3609
Phone: (951) 955 -8320
Fax: (951) 787 -7991
"Respect Local Control... Provide Regional Perspective"
Become a fan of WRCOG on facebook!
From: Virginia Bloom [mailto:vbloom @Lake- Elsinore.org]
Sent: Monday, August 01, 20114:28 PM
To: Spoonhour, Barbara; Justin Carlson
Cc: Leonard, Janis
Subject: RE: WRCOG presentation on AB 811
Thank yoiu
Virginia B000m
City Clerk
From: Spoonhour, Barbara [ma i Ito: Spoon hour @wrcog.cog.ca.us]
Sent: Monday, August 01, 20114:23 PM
To: Justin Carlson
Cc: Leonard, Janis; Virginia Bloom
Subject: RE: WRCOG presentation on AB 811
Hi Justin,
The 9th works for me. I'll send you an updated presentation tomorrow.
Thank you,
Barbara
8/2/2011
Page 2 of 6
Barbara Spoonhour
Program Manager
Western Riverside Council of Governments
4080 Lemon Street
3rd Floor, MS -1032
Riverside, CA 92501 -3609
Phone: (951) 955 -8313
Cell: (951) 205 -6734
Fax: (951) 787 -7991
"Respect Local Control... Provide Regional Perspective"
Become a fan of WRCOG on facebook!
O 0
From: Justin Carlson [mailto:jcarlson @Lake- Elsinore.org]
Sent: Monday, August 01, 20114:17 PM
To: Spoonhour, Barbara
Cc: Leonard, Janis; Virginia Bloom
Subject: FW: WRCOG presentation on AB 811
Barbara, good afternoon-
I just wanted to confirm that WRCOG will give a presentation at the City Council meeting on August 9, 2011?
Thank you for all your assistance,
Respectfully,
Justin-
From: Virginia Bloom
Sent: Thursday, July 21, 2011 2:54 PM
To: 'Spoonhour, Barbara'; Leonard, Janis; Justin Carlson
Subject: RE: WRCOG presentation on AB 811
Thank you!
Virginia OCoom
City Clerk
From: Spoonhour, Barbara [ma i Ito: Spoon hour @wrcog.cog.ca. us]
Sent: Thursday, July 21, 2011 2:49 PM
To: Leonard, Janis; Justin Carlson
8/2/2011
Virginia Bloom
From: Leonard, Janis [Leonard @wrcog.cog.ca.us]
Sent: Monday, June 27, 2011 4:02 PM
To: Virginia Bloom; Justin Carlson
Subject: RE: WRCOG presentation on AB 811
July 26th works, thank you Virgina! I'll send over the PowerPoint prior to.
Thank you,
Janis L. Leonard
Executive Assistant to Rick Bishop
Western Riverside Council of Governments
4080 Lemon Street
3rd Floor, MS 1032
Riverside, CA 92501 -3609
Phone: (951) 955 -8320
Fax: (951) 787 -7991
"Respect Local Control... Provide Regional Perspective"
Page 1 of 3
Don't miss WRCOG's 20th Annual General Assembly on June 23, 2011!
Click HERE to register online.
From: Virginia Bloom [mailto:vbloom @Lake - Elsinore.org]
Sent: Monday, June 27, 20113:55 PM
To: Leonard, Janis; Justin Carlson
Subject: RE: WRCOG presentation on AB 811
July 12th and July 26th are the two regular Council meeting dates.
Virginia Ofoo IZ
City Clerk
From: Leonard, Janis [ mai Ito: Leona rd @wrcog.cog.ca.us]
Sent: Monday, June 27, 20113:49 PM
To: Justin Carlson
Cc: Virginia Bloom
Subject: RE: WRCOG presentation on AB 811
Mr. Carlson,
Unfortunately, our staff will be on a plane to D.C. on the 12th. Next meeting availability please?
Thank you,
Janis L. Leonard
6/27/2011
Page 2 of 3
Executive Assistant to Rick Bishop
Western Riverside Council of Governments
4080 Lemon Street
3rd Floor, MS 1032
Riverside, CA 92501 -3609
Phone: (951) 955 -8320
Fax: (951) 787 -7991
"Respect Local Control... Provide Regional Perspective"
Don't miss WRCOG's 20th Annual General Assembly on June 23, 2011!
Click HERE to register online.
...... .... _ ............... _ .........
From: Justin Carlson [mailto:jcarlson @Lake - Elsinore.org]
Sent: Monday, June 27, 20112:16 PM
To: Leonard, Janis
Cc: Virginia Bloom
Subject: RE: WRCOG presentation on AB 811
Janis, good afternoon-
We have a meeting on the July 12, 2011. 1 have notified the City Clerk that you will give a presentation. Please
pass along to the person giving the presentation to please try and keep the presentation to 8 minutes or less.
Thank you,
Respectfully,
Justin-
From: Leonard, Janis [ma i Ito: Leonard @wrcog.cog.ca.us]
Sent: Monday, June 27, 2011 1:19 PM
To: Justin Carlson
Cc: Spoonhour, Barbara
Subject: WRCOG presentation on AB 811
Good afternoon Mr. Carlson,
WRCOG's AB 811 Program is scheduled to take off next month, and your city is our last member
jurisdiction whose City Council has yet to receive a presentation. Can you tell me if there are any
upcoming council meetings in which WRCOG can be inserted for a 10 minute presentation?
Thank you,
Janis L. Leonard
Executive Assistant to Rick Bishop
Western Riverside Council of Governments
4080 Lemon Street
6/27/2011
Page 3 of 3
3rd Floor, MS 1032
Riverside, CA 92501 -3609
Phone: (951) 955 -8320
Fax: (951) 787 -7991
"Respect Local Control... Provide Regional Perspective"
Don't miss WRCOG's 20th Annual General Assembly on June 23, 2011!
Click HERE to register online.
6/27/2011
CITY OF
^w_�_ LA E
LSIAO E
DREAM EXTREME-
REPORT TO CITY COUNCIL
TO: HONORABLE MAYOR
AND MEMBERS OF THE CITY COUNCIL
FROM: ROBERT A. BRADY
CITY MANAGER
DATE: DECEMBER 22, 2009
SUBJECT: CITY OF LAKE ELSINORE IMPLEMENTATION AGREEMENT WITH
WESTERN RIVERSIDE COUNCIL OF GOVERNMENTS ( WRCOG)
REGARDING CALIFORNIA ASSEMBLY BILL 811
Background
On July 21, 2008, the California State Assembly signed into law Assembly Bill (AB) 811,
which authorized all cities and counties in California to designate areas within which
willing property owners could voluntarily enter into contractual assessments to finance
the installation of distributed renewable generation, as well as energy efficiency
improvements, that are permanently fixed to the property owner's residential,
commercial, industrial, or other real property. These financing arrangements would
allow property owners to finance renewable generation and energy efficiency
improvements through low- interest loans that would be repaid as an item on the
property owner's property tax bill. The contractual assessments could not be used to
finance the purchase or installation of appliances that are not permanently fixed to the
real property.
In response to AB 811 and over the past nine (9) months, WRCOG has been working
with the federal government on acquiring the necessary funding sources to implement a
sub - regional plan. On September 14, 2009 WRCOG passed Resolution Number 02 -10,
which declared its intent to finance distributed generation renewable energy resources
and energy efficiency improvements through the use of contractual assessments
pursuant to the California Streets and Highways Code.
On August 26, 2009 the City of Wildomar became the first jurisdiction to take action to
participate in the Implementation Program.
WRCOG AB 811 Implementation Program
December 22, 2009
Page 2 of 4
niccucsinn
The goal of the WRCOG AB 811 Implementation Program is to remove financial
barriers that prevent property owners from installing energy efficiency upgrades by
allowing long -term financing; payable through assessments on the property taxes. The
jurisdiction and the interested property owner would enter into an agreement to finance
the installation of energy efficiency sources that will be permanently fixed to the
structure.
WRCOG AB 811 Implementation Program Goals
WRCOG is seeking to implement an Energy Efficiency Program on a sub regional scale
that targets approximately 189,000 residential and 7,000 commercial properties.
WRCOG is seeking approximately $300 million in funding sources, which provide
approximately $17,500 per residential property and $30,000 per non - residential
property. Furthermore, WRCOG estimates that the Program will create an estimated
3,200 new jobs in the subregion and retain potentially hundreds or thousands of existing
jobs.
WRCOG'S AB 811 Implementation Program Responsibility
WRCOG will be responsible for the following items:
• Identify and receive funding to implement the program. Currently,
WRCOG is examining a number of different funding opportunities that
include both federal and state agencies.
• Conduct training sessions for contractors.
• Conduct outreach for the program.
• Work with applicable Utilities to have either energy and /or water
conservation surveys conducted.
• Receive, process, and approve /deny loan applications.
• Receive and answer questions form the public on the Program.
• Track and report on job creation and job retention in the subregion.
It should be noted that the City of Lake Elsinore's responsibilities is to provide its intent
to participate in the WRCOG AB 811 Implementation Program by approving the
attached resolution and implementation agreement and to process all applicable permits
for home and business owners as required by the Lake Elsinore Municipal Code
(LEMC).
Eligible Improvements to Lake Elsinore Residents /Business Owners
WRCOG is currently in the process of formulating a formal eligible listing of
improvements that can be financed under the Program. These include by are not limited
to:
• Geothermal exchange heat pumps.
• Home Electric Vehicle (EV) charging installations.
WRCOG AB 811 Implementation Program
December 22, 2009
Page 3 of 4
• Natural gas storage water heater.
• Tankless water heater.
• Windows and glass doors. Solar thermal systems.
• Photovoltaic (roof) systems.
Example of Costs /Savings /Payments to Lake Elsinore Residents /Business Owners
WRCOG provided staff an example of the costs, savings, and payments that a Lake
Elsinore residential /commercial property owner would be presented with, should they
decide to participate in the AB 811 Implementation Program. The example is as follows:
Avg. Home Electric Bill (annual)
Heating and Cooling System
Install Energy Efficient Heating
and Ventilation (HAV) system:
Energy Savings (new vs. old)
Customer Savings:
Tax Credit:
AB 811 Program:
Approximate Tax Bill:
Fiscal Impact
$2,300 (Source: Alliance to Save Energy).
45% of electric bill (Estimate, Source: Trane).
$10,000 (Estimate).
40% energy savings for HAV system
(Source: Trane).
$414 per year or $34.50 per month.
30% of cost up to $1,500 (Source: IRS).
Finance $8,500 over 15 years at 4%
interest rate to be paid back on tax bill.
$754.44 per year or $62.87per month.
There would be minimal fiscal impact to the City as once the resolution and agreement
is adopted by the City Council, the City's only responsibility is to process all applicable
building permits for resident homeowners and businesses. It should be noted that the
City will also collect all applicable building permit fees during permit issuance. Other
than this requirement, the day -to -day responsibilities of implementing the Program will
be handled by WRCOG.
Furthermore, the project will have a positive impact to the City as the program will
create the opportunity for local jobs as Lake Elsinore residents apply to participate in the
program.
WRCOG AB 811 Implementation Program
December 22, 2009
Page 4 of 4
Recommendations
1. Adopt a resolution to consent to include properties within the City's incorporated
area in the Western Riverside Council of Governments contractual assessment
program to finance distributed generation renewable energy sources and energy
efficiency improvements.
2. Adopt the draft implementation agreement between Western Riverside Council of
Governments and the City of Lake Elsinore in order to implement Assembly Bill
(AB) 811.
Prepared by: Justin Carlson
Redevelopment Agency Analyst
Reviewed by: Tom Weiner
Director of Community Development
Approved by: Robert A. Brady
City Manager
Attachments:
1. City of Lake Elsinore "Financing Energy Efficiency and Water Conservation
Retrofits Improvements" slide presentation (dated October 29, 2009 and provided
by WRCOG).