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Environmental Impact Statement.8 A NEPA review typically adds significant time (on the order of months) and additional cost to a project.

2. Establish Supporting Framework

The process of developing a commercial PACE program to the point of launch should take 6 to 12 months once there is enabling legislation (see Section 2.3), but the timeframe depends on approval schedules and the level of resources a local government is able to direct toward the effort. The following sections review some of the key activities in laying a solid foundation for a program.

2.1 Form Program Team

Each local government should evaluate whether capacity exists in-house to set up and manage the PACE program or whether it will need to engage financial or administrative partners. Partnerships can range from a turnkey administrative and financial partner that handles all of the processing and bond sale, to the targeted use of outside expertise. The decision on how to manage the program launch and administration will be tied to the unique capacity and preferences of each local government.

Important team members for planning and implementation include—

  • Senior managers and analysts from the mayor or city manager’s office, the county administrator’s office, and the department that will be administering the program

  • Legal counsel representing the jurisdiction and/or bond counsel

  • A finance/auditor-controller department representative and/or a financial consultant

  • A climate, energy, or sustainability program staff person (if available)

  • Staff from energy efficiency and renewable energy programs operated by the government, utility, or local nonprofit

  • Staff from the county recorder and/or tax collector’s offices.

Administrative functions include

  • General management, oversight, and coordination

  • Marketing the program and responding to public requests for information

  • Processing and approving applications

  • Collecting appropriate documents and recording the tax liens

  • Bond issuance and/or other financial transactions necessary to fund projects

  • Property tax administration, levying special tax or assessment

  • Customer service and assistance

  • Program evaluation.

8 Energy Efficiency and Conservation Block Grant Program Notice 09-002B “Guidance for Energy Efficiency and Conservation Block Grant Grantees on Financing Programs.” State Energy Program Notice (10-001) and Energy Efficiency and Conservation Block Grant Program Notice (10-003) “National Environmental Policy Act Guide for State Energy Program and Energy Efficiency and Conservation Block Grant Projects.”


Chapter 13


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