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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).