HomeMy WebLinkAbout2014 CON California Enterprise Equipment Authority - MembershipNOTE TO FILE
05-02-16
IN THE MATTER OF: Approving membership in the California Enterprise
Development Authority, and authorizing the Mayor to execute the
Associate Membership Agreement relating to associate membership of the
City in the Authority. Please note the following:
NO FULLY EXECUTED ORIGINAL AGREEMENT
WAS FILED WITH THE OFFICE OF THE CITY CLERK
ORIGINATING DEPARTMENT: _ CDC _ Housing & Grants
City Attorney _ Human Resources
City Manager MIS
Community Svcs. X Planning
_ Engineering _ Police
Finance Public Works
Fire
NTF
ASSOCIATE MEMBERSHIP AGREEMENT
BY AND BETWEEN
THE CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
AND THE
CITY OF NATIONAL CITY
THIS ASSOCIATE MEMBERSHIP AGREEMENT (the "Associate Membership
Agreement"), is entered into this 19t'' day of August, 2014, by and between CALIFORNIA
ENTERPRISE DEVELOPMENT AUTHORITY (the "Authority") and the CITY OF
NATIONAL CITY, a municipal corporation, (the "City").
WITNESSETH:
WHEREAS, the Cities of Selma, Lancaster and Eureka (individually, a "Member" and
collectively, the "Members"), have entered into a Joint Powers Agreement, dated as of June 1,
2006 (the "Agreement"), establishing the Authority and prescribing its purposes and powers; and
WHEREAS, the Agreement designates the Executive Committee of the Board of
Directors and the President of the California Association for Local Economic Development as
the initial Board of Directors of the Authority; and
WHEREAS, the Authority has been formed for the purpose, among others, to assist for
profit and nonprofit corporations and other entities to obtain financing for projects and purposes
serving the public interest; and
WHEREAS, the Agreement permits any other local agency in the State of California to
join the Authority as an associate member (an "Associate Member"); and
WHEREAS, the City desires to become an Associate Member of the Authority; and
WHEREAS, City Council of the City has adopted a resolution approving the Associate
Membership Agreement and the execution and delivery thereof; and
WHEREAS, the Board of Directors of the Authority has determined that the City should
become an Associate Member of the Authority.
NOW, THEREFORE, in consideration of the above premises and of the mutual promises
herein contained, the Authority and the City do hereby agree as follows:
Section 1. Associate Member Status. The City is hereby made an Associate Member of
the Authority for all purposes of the Agreement and the Bylaws of the Authority, the provisions
of which are hereby incorporated herein by reference. From and after the date of execution and
delivery of this Associate Membership Agreement by the City and the Authority, the City shall
be and remain an Associate Member of the Authority.
Section 2. Restrictions and Rights of Associate Members. The City shall not have the
right, as an Associate Member of the Authority, to vote on any action taken by the Board of
1
Directors or by the Voting Members of the Authority. In addition, no officer, employee or
representative of the City shall have any right to become an officer or director of the Authority
by virtue of the City being an Associate Member of the Authority.
Section 3. Effect of Prior Authority Actions. The City hereby agrees to be subject to and
bound by all actions previously taken by the Members and the Board of Directors of the
Authority to the same extent as the Members of the Authority are subject to and bound by such
actions.
Section 4. No Obligations of Associate Members. The debts, liabilities and obligations
of the Authority shall not be the debts, liabilities and obligations of the City.
Section S. Execution of the Agreement. Execution of this Associate Membership
Agreement and the Agreement shall satisfy the requirements of the Agreement and Article XII of
the Bylaws of the Authority for participation by the City in all programs and other undertakings
of the Authority.
IN WITNESS WHEREOF, the parties hereto have caused this Associate Membership
Agreement to be executed and attested by their proper officers thereunto duly authorized, on the
day and year first set forth above.
CALIFORNIA ENTERPRISE CITY OF NATIONAL CITY
DEVELOPMENT AUTHORITY
By:
Gurbax Sahota, Chair
Board of Directors
ATTEST:
Michelle Stephens
Assistant Secretary
City of National City
August 19, 2014
By:
on Morrisonyor
ATTEST:
Mi. ael R. Dalla, ity Clerk
PROV D AS TO FORM:
II 01
. 11"u. is e . •'tua Silva
City Attu
2 California Enterprise Development Authority
Associate Membership Agreement
RESOLUTION NO. 2014 — 123
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY
APPROVING MEMBERSHIP IN THE CALIFORNIA ENTERPRISE
DEVELOPMENT AUTHORITY, AND AUTHORIZING THE MAYOR TO
EXECUTE THE ASSOCIATE MEMBERSHIP AGREEMENT RELATING
TO ASSOCIATE MEMBERSHIP OF THE CITY IN THE AUTHORITY
WHEREAS, pursuant to Chapter 5 of Division 7 of Title 1 of the California
Government Code, commencing with Section 6500 (the "JPA Law"), the City, upon
authorization of the City Council, may enter into a joint exercise of powers agreement with one
or more other public agencies pursuant to which such contracting parties may jointly exercise
any power common to them; and
WHEREAS, City of National City and other public agencies wish to jointly
participate in economic development financing programs for the benefit of businesses and
nonprofit entities within their jurisdictions offered by membership in the California Enterprise
Development Authority (the "Authority") pursuant to an associate membership agreement and
Joint Exercise of Powers Agreement Relating to the California Enterprise Development
Authority (the "Agreement"); and
WHEREAS, under the JPA Law and the Agreement, the Authority is a public
entity separate and apart from the parties to the Agreement, and the debts, liabilities and
obligations of the Authority will not be the debts, liabilities or obligations of the City or the other
members of the Authority; and
WHEREAS, the City is willing to become an Associate Member of the Authority
subject to the provisions of the Associate Membership Agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
National City as follows:
Section 1. The City Council finds and declares that the actions authorized hereby
constitute public affairs of the City. The City Council further finds that the statements, findings,
and determinations of the City set forth in the preambles above are true and correct.
Section 2. The Associate Membership Agreement is hereby approved, and is on file
in the Office of the City Clerk. The Mayor or his designee is hereby authorized, for and on
behalf of the City, to execute and deliver the Associate Membership Agreement, with such
changes therein as such officer may require or approve, such approval to be conclusively
evidenced by the execution and delivery thereof.
Section 3. The Mayor, or his designee, is hereby authorized to execute and deliver
any and all documents that he may deem necessary or advisable in order to consummate, carry
out, give effect to and comply with the terms and intent of this Resolution and the Associate
Membership Agreement. All such actions heretofore taken by the Mayor or his designee are
hereby confirmed, ratified, and approved.
Section 4. This resolution shall take effect immediately upon its passage.
Signature Page to Follow ]
Resolution No. 2014 — 123
Page Two
ATTEST:
PASSED and ADOPTED this 19th day of August, 2014.
f �iity
Micael R. Dalla,Clerk
PROVED AS TO FORM:
ua Silva
City Att
n Morriso , V ayor
Passed and adopted by the Council of the City of National City, California, on August
19, 2014 by the following vote, to -wit:
Ayes: Councilmembers Morrison, Natividad, Rios.
Nays: None.
Absent: Councilmembers Cano, Sotelo-Solis.
Abstain: None.
AUTHENTICATED BY: RON MORRISON
Mayor of the City of National City, California
iI
City Clerk of the City off' National City, California
By:
Deputy
I HEREBY CERTIFY that the above and foregoing is a full, true and correct copy of
RESOLUTION NO. 2014-123 of the City of National City, California, passed and
adopted by the Council of said City on August 19, 2014.
City Clerk of the City of National City, California
By:
Deputy
CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
MEETING DATE: August 19, 2014 AGENDA ITEM NO. 15
ITEM TITLE:
Resolutions of the City Council of the City of National City authorizing the City of National City to opt into three
Property Assessed Clean Energy (PACE) Programs to enable property owners in the City to access financing
for energy and water conserving improvements through a voluntary contractual assessment program.
A. HERO Program — Resolution of the City Council of the City of National City, 1) consenting to the inclusion of
properties within the City in the California HERO Program, 2) approving an amendment to the Joint Powers
Agreement of the Western Riverside Council of Governments adding the City as an Associate Member and
providing for the indemnification of the City, and 3) authorizing the Mayor to execute the amendment.
B. CaliforniaFirst Program — Resolution of the City Council of the City of National City, 1) authorizing the City to
join the California FIRST Program, and 2) authorizing the Mayor to execute an Indemnification and Insurance
Agreement between the City and Renewable Funding, LLC, which is the administrator of the CaliforniaFIRST
Program.
C. Figtree PACE Program — Resolution of the City Council of the City of National City approving the Associate
Membership by the City in the California Enterprise Development Authority and authorizing the Mayor to
execute the Associate Membership Agreement; and Resolution of the City Council of the City of National City,
1) consenting to the inclusion of properties within the City in the Figtree PACE Program, and 2) authorizing the
Mayor to execute an Indemnification Agreement between the City and Figtree Company, Inc. which is the
administrator of the Figtree PACE Program.
PREPARED BY: Raymond Pe DEPARTMENT:
PHONE: '336-4421, APPROVED BY:
EXPLANATION:
PACE allows a property owner to access capital for energy and water retrofits and repay it as an assessment on
their property tax bill. PACE is attached to the property itself; it is not considered a debt of the property owner. As
title to the property transfers upon sale, so does the PACE assessment. PACE enables property owners to
borrow funds for terms that match the useful life of the retrofit, typically 10 to 20 years. Therefore, a PACE funded
retrofit can often be designed such that the annual energy and water cost savings covers the annual assessment
payments. In this manner, a property owner can make their building more efficient without any cash outlay or
diminishina their ability to borrow for their primary business needs.
FINANCIAL STATEMENT:
ACCOUNT NO. Not Applicable
ENVIRONMENTAL REVIEW:
This activity is not a project as defined in Section 15378 of the California Code of Regulations and, therefore, no
further action is required under the California Environmental Quality Act.
APPROVED:
Finance
APPROVED: MIS
ORDINANCE: INTRODUCTION: FINAL ADOPTION:
STAFF RECOMMENDATION:
Adopt resolutions to opt into three Property Assessed Clean Energy (PACE) Financing Programs.
BOARD / COMMISSION RECOMMENDATION:
Not Applicable.
ATTACHMENTS:
1. Background Report
Attachment 1
BACKGROUND REPORT
PACE allows a property owner to access capital for energy and water retrofits and
repay it as an assessment on their property tax bill. PACE is attached to the property
itself; it is not considered a debt of the property owner. As the property transfers upon
sale, so does the PACE assessment. PACE enables property owners to borrow funds
for terms that match the useful life of the retrofit, typically 10 to 20 years. Therefore, a
PACE funded retrofit can often be designed such that the annual energy and water
cost savings covers the annual assessment payments. In this manner, a property
owner can make their building more efficient without any cash outlay or diminishing
their ability to borrow for their primary business needs.
PACE's reliance on the special tax assessment system means that local government
must take affirmative steps to establish one or more PACE programs before it is
available to property owners within the jurisdiction. Jurisdictions must create their own
PACE district or join an existing program run by other jurisdictions or a Special District,
generally a joint powers authority (JPA).
Building retrofits produce a number of benefits that do not generate payback for the
private property owner, but nonetheless carry significant public benefit:
• Reduce carbon emissions,
• Save natural resources,
• Reduce grid dependence,
• Stimulate local economies by generating green jobs,
• Increase property values,
• Enhance building safety.
In 2012, the City of National City approved a Climate Action Plan (CAP) aimed at
bringing National City's carbon emissions to 15 percent below 2005 levels by 2020.
The CAP specifies five measures to mitigate emissions from existing buildings
including measure A1.a.4: "Adopt an energy financing program to encourage energy
efficiency retrofits in existing buildings."
The proposed resolutions would make multiple PACE financing options available to
National City property owners who choose to participate. Jurisdictions have the option
of creating their own PACE program or joining an existing program run by a Joint
Powers Authority (JPA). There are three such JPA programs available statewide. All of
the other jurisdictions in San Diego County have all joined at least one JPA PACE
program and most have opted into multiple programs. Creating National City's own
PACE program would require significant resources to setup and operate and could
leave the City exposed to greater liability.
The three JPA-run PACE programs allow National City to make PACE available while
requiring virtually no City staff time to administer the programs. The JPAs are
responsible for all set up, operational, and administrative functions. The City can
optionally employ resources to support enhanced program marketing and outreach as
determined by the City. The table below summarizes the three JPA PACE programs:
CaliforniaFIRST
Figtree PACE
HERO Program
JPA:
CSCDA
CEDA
WRCOG
PACE Provider /
Administrator:
Renewable
Funding
Figtree
Financing
Renovate America;
comet ( Capital
(commercial)
Jurisdictions
Participating:
183
58
158
Transactions
Completed:
2 / $260,000
2 / $2,500,000
12,941 / $245,000,000
Transactions
Pending:
94 / $64,000,000
15 / *not available
25,943 / $1,040,000,000
Process to Join a JPA-run PACE Program
There are four general steps to make a JPA-run program available to property owners.
1. Membership — The City must first become a member of the JPA if it is not
already.
2. Opt -Into Program — A resolution is required to authorize the JPA to operate
the program in the city.
3. Indemnification — The City must agree to provisions that limit its liability.
4. Judicial Validation — Judicial validations must be completed prior to launch.
Each of the three programs differ in how they proceed with these four steps. This is a
result of a few factors, including: whether the City is already a member of the JPA, how
the JPA is structured, and how these PACE programs evolved over time. The specific
agreements and resolutions required for each PACE program are described below
under the heading for each program.
All three PACE programs practice judicial validation before any transactions are
completed in a jurisdiction. Judicial validation is a tool to decrease legal risk by filing a
court action requesting a judge review the legal foundation of a matter. In the case of
two JPA-run PACE programs, CaliforniaFIRST and Figtree PACE, statewide
validations have already been completed that cover National City. For the HERO
program, validations are filed in batches as new jurisdictions join. If approved by this
Council, WRCOG is expected to file a judicial validation covering National City at the
end of September. HERO program representatives estimate that the validation will be
complete by January, at which time the program will go live.
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HERO PACE Program
The Western Riverside Council of Governments (WRCOG) is a regional association of
local governments in Western Riverside County formed in 1991 to coordinate regional
and inter -agency issues. The JPA launched the HERO program in December 2011 for
residential properties and in December 2012 for commercial properties. The program is
administered by Renovate America for residential properties and by Samas Capital for
commercial properties. Renovate America is based in the City of San Diego.
Residential HERO was the first residential PACE program to launch following the
Federal Housing and Finance Administration's (FHFA) July 2010 statement citing
concerns about PACE's impact on the mortgage market. After the program
experienced rapid uptake, approving thousands of applications and funding tens of
millions of dollars in its first year, WRCOG amended its JPA agreement, opening
Associate Membership to jurisdictions statewide to participate in their PACE program.
As the program has expanded to new jurisdiction, Renovate America has continued to
report rapid uptake, which they attribute to their simplified product offering, software
and service alignment with contractor's business models. HERO program
representatives report that as a result of the program, many thousands of green jobs
have been created as participating contractors have seen their businesses grow. Long-
term funding is raised by packaging PACE loans into securities and selling them. In
April 2014, Deutsche Bank sold the first securities constructed for $103 million in
residential PACE loans from Renovate America's HERO program.
To make the HERO program available within National City, a single resolution is
required to authorize the program. The resolution includes an attached agreement
between WRCOG and National City, where National City would agree to terms of
Associate Membership under an Amendment to the WRCOG JPA Agreement.
Indemnification provisions are included in the agreement. Council would need to
authorize the Mayor to execute this agreement.
CaliforniaFIRST PACE Program
The California Statewide Communities Development Authority (CSCDA) was created in
1988 to provide California's local governments with an effective tool for the timely
financing of community -based public benefit projects. National City and more than 500
cities, counties and special districts in the state are Program Participants to CSCDA —
which serves as their conduit issuer and provides access to an efficient mechanism to
finance locally -approved projects.
CSCDA contracts with Renewable Funding to offer the CaliforniaFIRST PACE
program. Renewable Funding began accepting applications for the CaliforniaFIRST
commercial PACE program in July 2012. The commercial program opened funding to
any qualifying lender that the property owner chooses; the property owner is
responsible for negotiating and comparing terms. Little outreach and marketing is
provided locally. CaliforniaFIRST has not yet fully funded any commercial projects in
3
San Diego County as of mid -June 2014, although they reported there were
transactions in the final stages. On the residential side, Renewable Funding is rolling
out a program for homeowners and expects to offer it countywide to all contractors by
mid -September 2014.
To participate in CaliforniaFIRST, as National City is already a member of CSCDA, a
single resolution is required which authorizes CSCDA to operate the program within
the City. Council authorization is also requested for the Mayor to sign the
indemnification agreement between National City and Renewable Funding.
Figtree PACE Program
The California Association For Local Economic Development (CALED) established the
California Enterprise Development Authority JPA (CEDA) to address gaps in economic
development financing. Specifically, CEDA's goal is to issue industrial development
bonds (IDBs) for small- to medium-sized California manufacturers. IDBs are a powerful
incentive for business expansion and location. CEDA also issues 501(c)3 Non -Profit
bonds and has recently seen success in refinancing existing debt for non-profit
businesses such as private schools, community centers, and health clinics.
CEDA contracted with Figtree Financing to offer PACE programs to member
jurisdictions. Figtree is based in the City of San Diego and focuses primarily on
commercial properties. Figtree was the first firm to successfully combine multiple pre -
approved commercial PACE projects into a pooled bond. They also offer customized
owner -arranged financing similar to CaliforniaFIRST, and in early 2014 they raised a
pool of funding out of which they are now able to fund projects as they qualify, branded
as "OnDemand PACE Financing." Figtree aims to launch a broad PACE financing
product for homeowners in 2015. Their financing is currently available to residential
properties with no mortgages or with loans that do not meet FHFA lending criteria
(jumbo loans).
In order to make the Figtree PACE program available in National City, Council will
need to approve two resolutions and authorize two agreements. One resolution is
required for Associate Membership in CEDA, along with signature of the Associate
Member Agreement. Another resolutions is required to join the Figtree PACE program.
Finally, staff requests Council's authorization for the Mayor to execute an
indemnification agreement between Figtree Company and National City.
Issues with PACE's Senior Lien Status
PACE assessments, like other special assessments and property taxes, have senior
lien priority over mortgages in the event of foreclosure. The federal regulators that
oversee commercial and residential mortgages have expressed concern over how the
first lien status of PACE affects the position of mortgage holders and suggested that
they take corrective measures. Commercial and residential PACE programs address
these risks by undergoing judicial validations and instituting certain program rules.
Commercial PACE programs, including the three JPA programs before Council,
address this by requiring that property owners communicate with their mortgage
4
holders with the details of the PACE lien to be placed on their property.
The residential HERO program addresses these issues by providing disclosures
designed to inform property owners of potential risk, including having to pay off the
balance of their PACE assessment, and even having their mortgage accelerated. In
Sonoma County, homeowners have sometimes been required to pay off their PACE
assessment upon sale or refinance; however, HERO reports that none of their
borrowers have been required to do so. Regarding mortgage acceleration, this
measure has never been enforced.
California government officials are actively communicating with FHFA and taking
additional steps to address their concerns. In 2014, California established a PACE
Loss Reserve Fund to compensate mortgage holders for any losses associated with a
PACE lien in the event of foreclosure. The reserve pool is guaranteed up to $10 million
on a first -come, first -served basis. The FHFA acknowledged the program in 2014 but
stated they have not changed their position. In California, over 170 jurisdictions have
decided that the benefits of residential PACE outweigh the risks and have opted to
create their own program or join an existing program.
Recommendation
Staff recommends that Council take the following actions:
1. Approve a resolution seeking inclusion in the California HERO Program and an
amendment to the WRCOG Joint Powers Agreement establishing National City
as an Associate Member.
2. Authorize the Mayor to execute the JPA Amendment with WRCOG, establishing
National City as an Associate Member.
3. Approve a resolution authorizing CEDA, through Figtree Energy Financing, to
offer their program and levy assessments within the City of National City.
4. Approve a resolution to join the CEDA JPA as an Associate Member.
5. Authorize the Mayor to execute the Indemnification Agreement with Figtree
Company.
6. Authorize the Mayor to execute the Associate Membership Agreement with
CEDA.
7. Approve a resolution authorizing the CSCDA JPA to offer the California FIRST
program and levy assessments within the City of National City.
8. Authorize the Mayor to execute the Indemnification Agreement with Renewable
Funding.
This action would .make available the three JPA-run PACE programs to property
5
owners within National City, namely, CaliforniaFIRST, Figtree PACE, and the HERO
Program.
Doing so will make PACE financing available to property owners in National City in
order to facilitate water and energy saving building retrofits. Opting into existing JPA-
run PACE programs rather than establishing a new standalone program requires fewer
resources, makes PACE available more quickly, reduces program risk, and puts less of
a participation burden on contractors, property owners and banks. Giving property
owners (and contractors) multiple PACE options allows each to decide which program
is best for their individual needs. This will help foster an innovative and competitive
market for PACE financing services.
As additional PACE program options become available, staff recommends that
National City enable property owners to access those programs, provided they meet
the following basic requirements:
E There is minimal cost to National City.
• There is minimal ongoing administrative burden to National City.
• Participation does not inordinately expose National City to risk.
• Participation does not inordinately expose National City property owners to risk.
Fiscal Impact
There will be no direct impact on the General Fund of the City. Staff time associated
with consideration and adoption of this action is reimbursable via SDG&E's Emerging
Cities Grant. Additional staff time is absorbable. Minimal staff time is anticipated to
assist with the implementation of the programs and track their progress. Additional staff
time would be needed to bring future PACE program options before Council for
consideration.
Attachments
1. PACE Policy Memo.
2. HERO California Residential Handbook, December 17, 2012.
3. Resolution Number 4-13, Resolution of the Western Riverside Council of
Governments Declaring its Intention to Finance Distributed Generation Renewable
Energy Sources, Energy and Water Efficiency Improvements and Electric Vehicle
Charging Infrastructure Through the Use of Voluntary Contractual Assessments
Pursuant to Chapter 29 of Part 3 of Division 7 of the California Streets and
Highways Code and Setting a Public Hearing Thereon (California HERO Program).
4. Amendment to the Joint Powers Agreement Adding the City of National City as an
Associate Member of the Western Riverside Council of Governments to Permit the
Provision of Property Assessed Clean Energy (PACE) Program Services within
National City.
5. CaliforniaFIRST Program Report, County of San Diego (as of March 8, 2010).
6. California Statewide Communities Development Authority Resolution 10R-7,
Resolution Declaring Intention to Finance Installation of Distributed Generation
Renewable Energy Sources, Energy Efficiency and Water Efficiency Improvements,
County of San Diego.
7. Indemnification and Insurance Agreement between the City of National City and
Renewable Funding, LLC, the administrator of the CaliforniaFIRST Program.
8. Figtree PACE Program Report, Revised: June 4, 2014, minus the Boundary Maps
of the Participating Agencies in Exhibits A-1 through A-47.
9. Resolution No. 13-39, Resolution California Enterprise Development Authority
Declaring Intention to Finance Installation of Distributed Generation Renewable
Energy Sources, Energy Efficiency and Water Efficiency Improvements in the
County of San Diego.
10.Associate Membership Agreement between the California Enterprise Development
Authority and the City of National City adding the City of National City as an
Associate Member.
11.Indemnification Agreement between the City of National City and Figtree Company,
Inc., the administrator of the Figtree PACE Program.
Esther Clemente
From: Eric Engelman <eric.engelman@gmail.com>
Sent: Tuesday, September 02, 2014 3:16 PM
To: Elisa Cusato
Cc: Mike Dalla; Ray Pe; Alfredo Ybarra
Subject: Re: PACE resolutions and agreements status
Mike,
Here are details on the document needs for each PACE provider. Let me know if you have any questions.
Eric
Hero 2 wet signed copies each of JPA agreement and Reso
We need two signed copies of the indemnification and membership
agreements. We will execute a copy and send it back. We also need 1
original or certified copy of the resolutions.
Scan of signed reso and indemn. agreement
eric engelman
energy policy consultant
direct: 619.800.3405
WRCOG
Attn: Barbara Spoonhour
4080 Lemon Street 3rd
Floor
Riverside CA 92501
Attn: Erik Caldwell
Figtree Company
9915 Mira Mesa Blvd.
Suite 130, San Diego, CA
92131
ihutmanPrenewfund.com
On Fri, Aug 29, 2014 at 7:50 AM, Eric Engelman <eric.engelman(&gmail.com> wrote:
Hi Mike,
I am a conculting supporting the City in establishing it's PACE financing policies/programs. I am checking in
on the PACE items that were approved by Council on August 19. Three resolutions and four agreements.
Signed copies of these need to be sent to the respective three PACE providers. I can assist with facilitating that
if needed. What is the present status?
Feel free to give me a call for any support.
Fric
i
CITY OF NATIONAL CITY
Office of the City Clerk
1243 National City Blvd., National City, California 91950
619-336-4228 phone / 619-336-4229 fax
Michael R. Dalla, CMC - City Clerk
September 8, 2014
Mr. Erik Caldwell
Figtree Company
9915 Mira Mesa Blvd. Suite 130
San Diego, CA 92131
Dear Mr. Caldwell,
On August 19th, 2014, two Resolutions were passed and adopted by the City Council of
the City of National City. Resolution No. 2014-123, authorizing execution of an
Associate Membership Agreement with the California Enterprise Development Authority
and Resolution No. 2014-124, authorizing execution of an Indemnification Agreement
with Figtree Company, Inc.
We are forwarding certified copy of the above Resolutions, and two partially executed
original Membership and Indemnification Agreements. Please return one fully
executed original Membership and Indemnification Agreements to us for our files.
Sincerely,
/J
Michael R. Dalla, CMC
City Clerk
Enclosures
MI I
October 14, 2015
City of National City
Office of the City Clerk
1243 National City Blvd., National City, CA 91950-4397
Michael R. Dalla — City Clerk
(619)336-4226 (619) 336-4229
TO: Martin Reeder, Principal Planner
FROM: Michael Dalla, City Clerk
SUBJECT: Incomplete 2014 Contract Documents
Please review the attached list of contracts from 2014 for which our office has never
received a fully executed original document.
If your Department has or is able to acquire a fully executed original document, please
provide it to us. After November 1st, it is my intention to insert a "Note to File" in the
respective contract folder indicating that a fully executed original was never received by
our office.