BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1873
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          ASSEMBLY THIRD READING
          AB 1873 (Huffman)
          As Amended  May 28, 2010
          Majority vote 

           NATURAL RESOURCES   6-3         APPROPRIATIONS      12-0        
           
           ----------------------------------------------------------------- 
          |Ayes:|Chesbro, Brownley, De     |Ayes:|Fuentes, Ammiano,         |
          |     |Leon, Hill, Huffman,      |     |Bradford,                 |
          |     |Skinner                   |     |Charles Calderon, Coto,   |
          |     |                          |     |Davis, Monning, Ruskin,   |
          |     |                          |     |Skinner, Solorio,         |
          |     |                          |     |Torlakson, Torrico        |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Authorizes the State Treasurer, the Public Employees  
          Retirement System Board (CalPERS), and the State Compensation  
          Insurance Fund (SCIF) to purchase bonds issued to finance the  
          installation of distributed generation renewable energy sources  
          or energy or water efficiency improvements through local  
          property assessed clean energy (PACE) programs, and makes  
          related findings.

           EXISTING LAW  :

          1)Authorizes cities, counties and other public agencies to  
            designate areas within which legislative bodies and willing  
            property owners may enter into contractual assessments to  
            finance the installation of distributed generation renewable  
            energy sources or energy or water efficiency improvements.

          2)States legislative intent that the authorization listed above  
            should be used to finance the installation of distributed  
            generation renewable energy sources and energy or water  
            efficiency improvements that are fixed to residential,  
            commercial, industrial, agricultural, and other real property.  
             Prohibits the authorization from being used to finance the  
            purchase of appliances or installations not fixed to real  
            property.

          3)Makes findings and declarations concerning the need for energy  
            and water efficiency improvements in order to address global  
            climate change, the deterrent effect of high up-front costs on  








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            making those improvements, and the need to authorize an  
            alternative procedure for authorizing assessments to finance  
            the cost of energy efficiency improvements in order to make  
            them more affordable and promote their installation.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, minor absorbable administrative costs, to the extent  
          CalPERS, the SCIF and the Treasurer's Office choose to invest in  
          PACE bonds as authorized by the bill.

           COMMENTS  :  Under PACE programs, the property owner or owners  
          within a designated area choose to assess themselves for the  
          cost of energy efficiency improvements or distributed renewable  
          energy, such as solar.  The local government then provides the  
          up-front funds for the project, and the property owners pay an  
          annual assessment until those funds, plus interest, are repaid.   
          The underlying purpose is to create a means by which a project  
          that provides both a public benefit and an incidental benefit to  
          particular property owners can be financed without imposing the  
          cost on property owners in other parts of the city who derive no  
          benefit.

          Chartered cities have broad authority to create special  
          assessment districts.  Berkeley was the first city in the nation  
          to launch a PACE program and used a special assessment district  
          to establish a financing mechanism in which individual property  
          owners can voluntarily participate and repay improvements  
          through a special property tax assessment.

          AB 811 (Levine), Chapter 159, Statutes of 2008, authorizes  
          general law cities to provide up-front financing to property  
          owners to install solar or other renewable energy-generating  
          devices or make specified energy efficiency improvements to  
          their properties through a system of contractual assessments.   
          Prior to AB 811, contractual assessments were only authorized  
          for certain types of public works projects (e.g., under  
          grounding of power lines or installation of streetlights).

          AB 474 (Blumenfield), Chapter 444, Statutes of 2009, adds water  
          efficiency improvements to the list of improvements that can be  
          paid for through a contractual assessment between a willing  
          property owner and a public agency.

          This bill authorizes the Treasurer, CalPERS, and SCIF to  








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          purchase local AB 811 bonds, which may lower the interest rates  
          that local governments must charge homeowners, while  
          simultaneously creating a new, secure income stream for the  
          state of California.  CalPERS' general authority already permits  
          investment in this type of bond, as long as they find the  
          investment consistent with their fiduciary duty.  

           
          Analysis Prepared by  :  Lawrence Lingbloom / NAT. RES. / (916)  
          319-2092 


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