Agenda 04/11/2017 Item #11A04/11/2017
EXECUTIVE SUMMARY
Recommendation to approve a resolution adopting the Property Assessment Clean Energy (PACE)
program within the unincorporated areas of Collier County for residential and commercial
properties and approve a standard form membership agreement with PACE providers.
OBJECTIVE: To approve the establishment of a Property Assessment Clean Energy (PACE) program
within the unincorporated areas of Collier County for residential and commercial properties.
CONSIDERATIONS: In 2010, the State of Florida passed its PACE enabling statute, F.S. Section
163.08, in an effort to promote energy efficiency, renewable energy, and wind resistance/hardening
measures for residential and commercial buildings throughout the State of Florida.
The PACE program is a method of public financing designed to have “qualifying improvements” paid for
through a special tax assessment, on the property, which would allow project expenditures to be spread
out over a term of up to 30 years and repaid as a part of a property owner’s tax bill. As outlined in Section
163.08(2)(b), Florida Statutes, eligible PACE improvements are limited to: energy efficiency (including
electric vehicle charging equipment), renewable energy equipment, and wind resistance/hurricane
mitigation measures.
PACE financing is a land-secured assessment that property owners voluntarily undertake in order to
secure 100% up-front financing of a qualifying improvement, which includes fees and interest over the
term of the PACE assessment. PACE loans are unique in that they take priority over other traditional
liens, regardless of the date the prior liens were recorded.
In addition to economic and property value benefits, PACE also presents benefits in terms of resource
conservation, environmental protection, and hurricane preparedness. By removing barriers to
implementation of energy efficiency and renewable energy projects, PACE could result in decreased use
of energy and a shift to cleaner energy sources, decreasing air pollutants, and greenhouse gases. Florida’s
inclusion of resiliency projects in the list of eligible types could also increase the number of properties
with hurricane preparedness improvements.
On November 15, 2016, the Board of County Commissioners directed staff to develop a resolution for
further consideration that adopts a third-party administered PACE program for residential and commercial
properties.
Collier County’s role in offering PACE in the unincorporated areas of Collier County would be to:
- Enter into agreements with third-party PACE providers, authorizing them to administer a PACE
program within the unincorporated areas of Collier County;
- Authorize the third-party PACE provider levy of a non-ad valorem assessment; and
- Enter into an agreement with the Tax Collector, Property Appraiser, and third-party provider,
which terms will include the placement of the assessment on the tax roll, the collection of the
assessment and remittance to PACE providers, and enforcing non-payment.
Multiple Districts
Staff recommends a multiple district platform where more than one district can serve the same
geographical area of unincorporated Collier County. The goal of this format is to increase options and
encourage competition between the third-party providers. Differences between third-party providers have
been seen in the level of customer service and contractor engagement, as well as in the terms and
consumer protections being offered. Staff recommends the multi-district approach because it would allow
property owners to determine which program is best suited to their needs.
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04/11/2017
Attached, as part of this item, is the standardized form membership agreement that sets forth the terms
and conditions for the Collier County PACE program.
FISCAL IMPACT: A PACE program would not have a current or future financial impact on the County
budget. It is the responsibility of the PACE District and Third Party Administrator to secure the private
financing necessary for the implementation of the program and they are responsible for recovering any
losses in the event of defaults on the assessments. They cover the costs of collecting the assessments and
administrative costs through their fees and interest rates. There will be limited County staff involvement
with launching this program and providing oversight to its implementation.
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
action.
LEGAL CONSIDERATIONS: This item is approved as to form and legality. A majority vote is needed
for approval. -- HFAC
RECOMMENDATION: To approve a resolution that adopts the PACE program with a multiple
district/provider approach allowing third-party administrators to implement and administer a PACE
program for residential and commercial properties, and approve a standard form membership agre ement
for the PACE program.
Prepared By: Gino Santabarbara, Principal Planner; Capital Project Planning, Impact Fees and Program
Management Division
ATTACHMENT(S)
1. F.S. 163.08 (PDF)
2. Standard Membership Agreement (DOCX)
3. PACE Resolution (PDF)
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04/11/2017
COLLIER COUNTY
Board of County Commissioners
Item Number: 11.A
Doc ID: 2788
Item Summary: Recommendation to approve a resolution adopting the Property Assessment
Clean Energy (PACE) program within the unincorporated areas of Collier County for residential and
commercial properties and approve a standard form membership agreement with PACE providers.
(James French, Deputy Department Head, Growth Management Department & Gino Santabarbara,
Principal Planner, Capital Project Planning, Impact Fees & Program Management Division)
Meeting Date: 04/11/2017
Prepared by:
Title: Senior Grants and Housing Coordinator – Capital Project Planning, Impact Fees, and Program
Management
Name: Gino Santabarbara
02/22/2017 9:19 AM
Submitted by:
Title: Division Director - IF, CPP & PM – Capital Project Planning, Impact Fees, and Program
Management
Name: Amy Patterson
02/22/2017 9:19 AM
Approved By:
Review:
Growth Management Department Judy Puig Level 1 Division Reviewer Completed 02/22/2017 10:04 AM
Capital Project Planning, Impact Fees, and Program Management Amy Patterson Additional Reviewer Completed 02/27/2017 2:48 PM
Growth Management Department Jeanne Marcella Level 2 Division Administrator Completed 03/01/2017 8:07 AM
Growth Management Department James French Additional Reviewer Completed 03/24/2017 6:39 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 03/27/2017 8:03 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/29/2017 8:24 AM
Budget and Management Office Mark Isackson Additional Reviewer Completed 03/30/2017 9:03 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 04/03/2017 6:54 AM
Board of County Commissioners MaryJo Brock Meeting Pending 04/11/2017 9:00 AM
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RLS #: Due Date: ______________
DATE RECEIVED: ____________
REQUEST FOR LEGAL SERVICES
(Please type or print)
Date: ________ Item Resubmitted Previously Yes No
If Yes, please provide previous RLS # __________ - ________ - ____________
To: Office of the County Attorney, Attention: _________________________________________
From / Title: ___________________________________________________________________
Department / Division: ___________________________________________________________
Telephone # (Very Important): ____________________________________________________
Re (i.e. Subject):________________________________________________________________
BACKGROUND OF REQUEST/PROBLEM:
(Describe problem and give background information - be specific, concise, and articulate)
DOCUMENTATION:
Are there documents or other information needed to review this matter? Yes No
If yes, attach and reference this information:
Attachment 1: _________________________________________________________
Attachment 2: _________________________________________________________
Additional Attachments: _________________________________________________________
ACTION REQUESTED:
(Be very specific. Identify exactly what you need in the way of legal services.)
cc: ____________________________________________________________
____________________________________________________________
____________________________________________________________
11.A.a
Packet Pg. 170 Attachment: F.S. 163.08 (2788 : Property Assessment Clean Energy (PACE) program)
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STANDARD MEMBERSHIP AGREEMENT BETWEEN
___________________________________ AUTHORITY AND COLLIER COUNTY
This Agreement (“the Agreement") is entered into this______ day of____ , 2017 by and between the
___________________________, a public body corporate and politic (the "Authority") created as a
separate legal entity pursuant to Section 163.01(7), Florida Statutes, and Collier County, a political
subdivision of the State of Florida (the "County" or “Collier County”) (collectively, the "Parties") for the
purpose of providing a Property Assessed Clean Energy ("PACE") program within Unincorporated Collier
County.
NOW, THEREFORE, in consideration of the terms and conditions, promises and covenants hereinafter set
forth, the Parties agree as follows:
1. Purpose. The purpose of this Agreement is to facilitate the financing of qualifying improvements
through a PACE program, in accordance with Section 163.08, Florida Statutes, for County
property owners within Unincorporated Collier County, including residential, commercial, and
industrial properties.
2. Qualifying Improvements. The Authority may provide "Qualifying Improvements" to real
property within Unincorporated Collier County, in accordance with Section 163.08, Florida
Statutes, and subject to the terms of this Agreement, as well as applicable federal, state, and
County law.
3. Financing Agreement. Before extending any financing or subjecting any participating real
property within the County, to the non-ad valorem special assessment authorized therein, the
Authority shall, on a non-exclusive basis pursuant to the Section 163.08, Florida Statutes and
this Agreement, enter into a Financing Agreement with properly owner(s) within
Unincorporated Collier County who qualify for financing through the Authority. This Financing
Agreement shall include a thorough explanation of the PACE financing process and specify at
what point in the process the special assessment will be added to the property's owner's
property taxes (after completion of the project(s), permit approval, and approval by the
property owner).
4. Assessment by Authority. The Parties acknowledge and agree that the non-ad valorem
assessments arising from a property owner's voluntary participation in the PACE Program are
imposed by the Authority and not by the County.
5. Agreements with Tax Collector and Property Appraiser. This Agreement shall be subject to the
express condition precedent that Authority enter into separate agreement(s) with the tax
collector and the property appraiser which shall provide for the assessment and collection of
any non-ad valorem special assessments imposed by the Authority and establish Cost Recovery
Reimbursements to the Collier County Tax Collector and Collier County Property Appraiser (if
any) to be charged for the collection and/or handling of those non-ad valorem assessments.
Additionally, the Parties agree that the Property Appraiser's and Tax Collector’s assessment,
collection, and distribution of any such non-ad valorem assessments imposed by the Authority
are purely ministerial acts.
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Packet Pg. 171 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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6. Non-Exclusive. The Program is non-exclusive, meaning the County specifically reserves the right
to authorize other entities to provide a similar program under Section 163,08,Florida Statutes;
or create its own program under Section 163.08; Florida Statutes.
7. Boundaries of for Program. For purposes of the PACE Program authorized by this Agreement,
the boundaries of the Authority shall include the legal boundaries of Unincorporated Collier
County, which boundaries may be limited, expanded, or more specifically designated from time
to time by the County by providing written notice to the Authority.
8. Properties. Within the Unincorporated area of Collier County, residential, commercial, and
industrial properties may be eligible.
9. PACE program guidelines and other materials. All PACE materials for use within Unincorporated
Collier County, or otherwise related to this Agreement, including but not limited to program
guidelines, rules, consumer agreements, consumer financing agreements, and promotional
materials, shall be fully consistent with the Collier County Land Development Code, Collier
County Code of Laws and Ordinances, and Collier County resolutions, all of which may be
amended from time to time, and with this Agreement and applicable federal and state laws. The
Authority acknowledges and agrees that PACE materials for use within Unincorporated Collier
County, or otherwise related to this Agreement, shall be modified accordingly and reviewed on
a continuing basis for consistency with applicable County, state and federal laws. It shall be the
obligation of the Authority to establish and maintain such consistency. County shall provide
written notice to the Authority of any proposed legislative changes to the PACE program via
electronic transmission or US Mail no later than five (5) days prior to the public hearing on the
proposed legislative changes.
10. Local program Guidelines. The Parties agree that the County may in the future implement its
own local program guidelines or affirmatively modify the program guidelines to be utilized in
Unincorporated Collier County. If the County decides to exercise these rights, it shall give sixty
(60) days written notice to the Authority. Any such local program guidelines can be amended
and changed only by resolution of the Board of County Commissioners. The County may adopt
more restrictive guidelines than those of the Authority. Notwithstanding anything stated herein
to the contrary, the PACE materials, including the Authority's program guidelines, shall be fully
consistent with applicable County, state and federal laws.
11. Prepayment penalties. The Authority shall not charge or impose a prepayment penalty on
residential property. To the extent that the Authority may charge or impose prepayment
penalties, for commercial and industrial properties, the Authority may not allow or charge any
prepayment penalties except in the case when an assessment is paid off in full within five (5)
years after the effective date of financing agreement with the property owner. Where the
Authority may charge or impose prepayment penalties for commercial and industrial properties,
the Authority shall offer and inform property owners of the Authority's hardship exception, for
instances where a commercial and industrial property owner becomes disabled or deceased.
Any such prepayment penalties, as well as information about the hardship exception, shall be
clearly disclosed within all property owner financing agreements and in all PACE materials,
including but not limited to program guidelines, program rules, consumer agreements, and
consumer informational documents. For commercial and industrial properties, prepayment
penalties may be charged or imposed by the Authority to the extent permitted by law.
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Packet Pg. 172 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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12. Disclosures. The PACE materials, including but not limited to the Financing Agreement with the
property owner, consumer agreement, and program guidelines, shall clearly disclose, in plain
language, the fixed interest rate to be charged, including points, as well as any and all fees or
penalties, that may be separately charged to the property owner, including prepayment
penalties for commercial and industrial properties, and potential late fees. To the extent that
additional fees are not specifically disclosed in a written agreement with the properly owner,
the subsequent charging or collecting of any such additional fees by the Authority or its agents,
administrators, or subcontractors shall be prohibited. The Authority shall place the following
sentence or similar language (without the County's logo) on all customer communications and
agreements:
Please be aware that Collier County government is not operating or administering the
PACE program in any way. All contractual PACE agreements are between property
owners and the Authority, a non-County entity. All questions and concerns about this
PACE Program should therefore be addressed to: [Authority contact / remedy
information].
13. Consumer Assistance. In order to assist those persons who may have difficulty reading or
understanding the PACE materials, such as the Financing Agreement, program guidelines and
other consumer agreements, the Authority shall provide optional one-on-one assistance
regarding the Authority Program, program terms, program process, program documents, and all
other pertinent information. Information regarding this option for personal assistance shall be
printed in English, Spanish, and Haitian Creole on PACE promotional materials.
14. Disclosures related to lenders. While the Authority will provide required forms for lender
notification, the Authority shall make clear that the ultimate responsibility for addressing issues
with existing lenders remains with property owners. A statement to this effect should be placed
in the PACE materials, including all agreements with the property owner. In addition, the PACE
materials, including all agreements with the property owners, shall include a statement that
strongly urges the property owner to increase monthly escrow immediately after financing is
released.
15. Administrative Fees. The County may impose administrative fees to cover the County's
administrative costs related to this Agreement. Such administrative fees may be established by
the Collier County Board of County Commissioners, by separate action, and shall be charged to
the Authority. County shall provide written notice to the Authority of any proposed legislative
changes to the PACE program via electronic transmission or US Mail no later than five (5) days
prior to the public hearing on the proposed legislative changes.
16. Responsibilities of the Authority. The Authority shall be solely responsible for all matters
associated with origination, funding, financing, and administration of each of the Authority's
authorized non-ad valorem assessments, including responding to any complaints or inquiries by
participants, tax certificate holders, lenders or others relating to the special assessments, the
financing agreements, the qualifying improvements, or any other aspect of the Program.
Nothing stated herein shall infringe or restrict Collier County's rights pursuant to this
Agreement, including but not, limited to the County's right to audit.
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Packet Pg. 173 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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17. Survival of Assessments. During the term of this Agreement, the Authority may, on a non-
exclusive basis, levy voluntary non-ad valorem special assessments on participating properties
within the boundaries of Unincorporated Collier County to help finance the costs of Qualifying
Improvements for those individual properties. Those properties receiving financing for
Qualifying Improvements shall be assessed from time to time, in accordance with Section
163.08, Florida Statutes, and other applicable law. Notwithstanding termination of this
Agreement or notice of a change in boundaries by County as provided for herein, those
properties that have received financing for Qualifying Improvements shall continue to be a part
of the Authority, until such time that all outstanding debt has been satisfied.
18. Audits. The Authority agrees to comply and cooperate with any inspections, reviews,
investigations, or audits deemed necessary by the County Manager or his/her designee. The
Authority shall retain sufficient records demonstrating compliance with this Agreement and any
State and County requirements, for a period of ten years from the date of each special
assessment, and shall allow the County Manager or his/her designee access to such books and
records upon request. The County Manager or his/her designee shall have the right to audit,
examine, and make copies of or extracts from the records of the Authority or its employees,
agents, assigns, successors, administrators, and subcontractors such records as deemed
necessary to assess compliance with this Agreement, as well as applicable State law and County
ordinances. The Authority shall, at any time requested by the County Manager or his/her
designee, whether during or after completion of this Agreement and for a period of ten years
after the completion of this Agreement, at the Authority's own expense, make such records
available for inspection and audit. Such records shall be made available at the County during
normal business hours at the Authority's office or place of business and subject to 14 days
written notice.
Further, the Authority shall ensure the County has these rights with its employees, agents,
assigns, successors, administrators, and subcontractors, and the obligations of these rights shall
be explicitly included in any subcontracts or agreements formed between the Authority and any
administrators and subcontractors to the extent that those subcontracts or agreements, relate
to this Agreement or operations in Unincorporated Collier County.
19. Term. This Agreement shall remain in full force and effect from the date of its execution by both
Parties. Any Party may terminate this Agreement for convenience upon ninety (90) days prior
written notice (“Termination Notice"). Beginning on the date the Authority receives a
Termination Notice from the County ("Termination Date"), the Authority shall not approve any
new applications affecting property within the legal boundaries of the Unincorporated Collier
County referenced in the Termination Notice. Notwithstanding termination of this Agreement,
however, property owners whose, applications were approved prior to the Termination Date,
and who received funding through the Program, shall continue to be a part of the Authority, for
the sole purpose of paying their outstanding debt, until such time that all outstanding debt has
been satisfied.
20. Termination for cause. In the event that Collier County determines that the Authority has
violated any of the terms of this Agreement, the County shall have the right to terminate this
Agreement for cause via written notice to the Authority.
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Packet Pg. 174 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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21. Consent. This Agreement, together with the resolution by the Collier County Board of County
Commissioners approving this Agreement, shall be considered the Parties consent to authorize
the Authority within Unincorporated Collier County, as required by Section 163.08, Florida
Statutes.
22. County Coordinator. The County Manager or his/her designee shall serve as the County's
primary point of contact and coordinator.
23. County Responsibility. Collier County is functioning as a sponsor of the PACE program, and
Collier County shall have no responsibility for the payment of fees of any kind, including but not
limited to termination fees, Opt-in fee, or Opt-out fees.
24. Carbon or Similar Credits. In the event that the Financing Agreement or any other PACE
agreement with the property owner provides for transfer of any carbon or similar mitigation
credits derived from Qualifying improvements to the Authority, any such carbon or similar
mitigation credits derived from Unincorporated Collier County, shall be shared in equal parts
between the Authority and Collier County.
25. Contingency Plans. In the event that Florida's PACE statute is found to be unlawful, struck down
by a court, or if the PACE assessments are determined by a court to not be special assessments,
the Authority agrees and acknowledges that Collier County may not be able to place PACE
assessments on the tax rolls or collect PACE assessments, and that such a determination shall be
made in the sole discretion of Collier County.
26. Bonds. The Authority is not authorized to issue bonds, or any other form of debt, on behalf of
Collier County. To the extent that the Authority issues bonds under its own authority in
connection with this Agreement, the pledge will be based on the PACE assessments, and the
County shall not be obligated in any way. For any such bonds, the bond disclosure document, if
any, shall include references to the fact that Collier County is not an obligated party.
27. Opinion of Bond Counsel. Prior to the effective date of this Agreement, the Authority shall
deliver to the County an "Opinion of Bond Counsel" stating that, based on counsel's review of
the bond validation judgment and the underlying bond documents, the Program's structure
complies with the bond validation judgment and the underlying bond documents. The Authority
acknowledges that the County is relying on the Opinion of Bond Counsel in its decision to
execute this Agreement.
28. Resale or Refinancing of a Property. The Authority recognizes that some lenders may require full
repayment of the Program's non-ad valorem assessments upon resale or refinancing of a
property. The Authority agrees to provide written disclosure of this matter in all PACE materials,
including, but not limited to, the Financing Agreement with the property owner, consumer
agreement, program guidelines, and promotional materials.
29. Agents of Authority. The Authority shall ensure that its agents, administrators, subcontractors,
successors, and assigns are, at all times, in compliance with the terms of this Agreement and
applicable County, state and federal laws. County shall provide written notice to the Authority of
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Packet Pg. 175 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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any proposed legislative changes to the PACE program via electronic transmission or US Mail no
later than five (5) days prior to the public hearing on the proposed legislative changes.
30. Reporting. The Authority shall provide quarterly reports to the County to include at a minimum:
a) dates of reporting period; b) a list of PACE projects started and/or completed during reporting
period (i.e. quarterly), separated by building type (e.g., office, retail, multifamily, agricultural,
single family) and by sector type (commercial, industrial, or residential); c) for each PACE project
identified, specify:
(1) The qualifying improvements made to the property;
(2) The energy baseline of each PACE project and the projected savings and/or the
amount of potential renewable energy to be generated by the PACE project and
number of audits performed detailing type of project, sector type, and audit
results;
(3) Start date and completion date for each PACE project;
(4) Financial information about each PACE project such as kWh generated/saved; and
(5) Any other resource saving, such as water
d) number of applications declined during the reporting period and why such applications were
declined, in the aggregate, by category, and not on an individual basis; e) jobs created for the
reporting period, including local versus non-local jobs and permanent versus temporary jobs; f)
description of the standardized third-party methodologies and supporting assumptions used to
verify data, and any changes in the methodologies and assumptions from the previous reporting
period.
If the Authority does not currently have the ability to provide reports that contain this minimum
reporting information as listed above, it should modify its data collection and maintenance
procedures and systems within one year in order to comply with this fundamental component
of the Agreement. Proposed format for data reporting shall be submitted to the County four
months in advance of the first reporting period, so that the County can determine whether all
reporting requirements have been included. The County shall provide written modifications to
the submitted proposed reporting format within four months in advance of the first reporting
period.
31. Reporting Standards. It is the responsibility of the Authority to develop reports consistent with
each of the categories listed above and to test and verify the data collection and reporting
methods and models used. The Authority shall describe the methodologies and supporting
assumptions and/or sources, and any changes from the previous reporting period, within each
quarterly report to the County. All reports shall exclude any sensitive customer information.
32. Notices. Any notices to be given hereunder shall be in writing and shall be deemed to have been
given if sent by hand delivery, recognized overnight courier (such as Federal Express), or by
written certified U.S. mail, with return receipt requested, addressed to the Party for whom it is
intended, at the place specified. For the present, the Parties designate the following as the
respective places for notice purposes:
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Packet Pg. 176 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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If to the Authority:
(Insert contact information)
If to County:
(Insert contact information)
33. Amendments. No modification, amendment or alteration in the terms or conditions contained
herein shall be effective unless contained in a written document prepared with the same or
similar formality as this agreement and executed by the Collier County Board of County
Commissioners and the Authority.
34. Joint Effort. This Agreement has been a joint effort of the Parties hereto and the resulting
document shall not, solely as a matter of judicial construction, be construed more severely
against one of the Parties than the other.
35. Merger. This Agreement represents the final and complete understanding of the Parties
regarding the subject matter hereof and supersedes all prior and contemporaneous
negotiations, correspondence, agreements, or understandings applicable to the matters
contained herein; and the Parties agree that there are no commitments, agreements, or
understandings concerning the subject matter of this Agreement that are not contained in this
document. Accordingly, the Parties agree that no deviation from the terms hereof shall be
predicated upon any prior representations or agreements, whether oral or written.
36. Assignment. The respective obligations of the Parties set forth in this Agreement shall not be
assigned, in whole or in part, without the written consent of the other Party hereto.
37. Third Party Beneficiaries. Neither the County nor the Authority intends to directly or
substantially benefit a third party by this Agreement. Therefore, the Parties acknowledge that
there are no third party beneficiaries to this Agreement and that no third party shall be entitled
to assert a right or claim against either of them based upon this Agreement.
38. Records. The Parties shall each maintain their own respective records and documents associated
with this Agreement in accordance with the requirements for records retention set forth in
Chapter 119, Florida Statutes.
39. Severability. In the event a portion of this Agreement is found to be unenforceable by a court of
competent jurisdiction, that part shall be deemed severed from this Agreement and the
remaining provisions of this Agreement shall remain in full force and effect.
40. Administrator Indemnification. Any and all administrators of the Authority shall be required to
execute a separate indemnification agreement with the County. The Authority acknowledges
and agrees that as of the execution of this Agreement, ___________________________ is the
only administrator for the Authority, and that ______________________________________ has
executed the separate indemnification agreement with Collier County for the benefit of the
County. If the Authority changes its administrator, the Authority shall ensure that any and all
administrators also provide the County with a separate indemnification agreement, on a form to
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Packet Pg. 177 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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be approved by the County Attorney's Office, within 10 business days of assuming
administrative responsibilities for the Authority.
41. Effective Date. This Agreement shall become effective upon the execution by both Parties
hereto.
41. Law, Jurisdiction, and Venue. This Agreement shall be interpreted and construed in accordance
with and governed by the laws of the state of Florida. The Parties agree that the exclusive venue
for any lawsuit arising from, related to, or in connection with this Agreement shall be in the
state courts of the Twentieth Judicial Circuit in and for Collier County, Florida, the United States
District Court for the Middle District of Florida or United States Bankruptcy Court for the Middle
District of Florida, as appropriate.
42. Indemnification. To the maximum extent permitted by Florida law, the Authority shall indemnify
and hold harmless Collier County, its officers, agents and employees from any and all claims,
liabilities, damages, losses, costs, and causes of action which may arise out of an act, omission,
including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent
caused by the negligence, recklessness, or intentionally wrongful conduct of the Authority or
any of its agents, officers, servants, employees, contractors, patrons, guests, clients, licensees,
invitees, or any persons acting under the direction, control, or supervision of the Authority in
the performance of this Agreement. This indemnification obligation shall not be construed to
negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The Authority shall pay all claims and
losses of any nature whatsoever in connection therewith and shall defend all suits in the name
of Collier County and shall pay all costs (including attorney’s fees) and judgments which may
issue thereon. This Indemnification shall survive the termination and/or expiration of this
Agreement. This section does not pertain to any incident arising from the sole negligence of
Collier County. The foregoing indemnification shall not constitute a waiver of sovereign
immunity beyond the limits set forth in Section 768.28, Florida Statutes. This Section shall
survive the expiration of termination of this agreement.
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Packet Pg. 178 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written
above.
Attest COLLIER COUNTY, FLORIDA
Dwight E. Brock, Clerk
By: __________________________ By: __________________________
______________________________ ______________________________
Witness Name
_______________________________ ______________________________
Name and Title Title
_________ ___________________ AUTHORITY
By: __________________________
Name:
Title:
Approved as to form and Legality:
_____________________________
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Packet Pg. 179 Attachment: Standard Membership Agreement (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 180 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 181 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 182 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 183 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 184 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 185 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 186 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
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Packet Pg. 187 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
11.A.c
Packet Pg. 188 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
11.A.c
Packet Pg. 189 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)
11.A.c
Packet Pg. 190 Attachment: PACE Resolution (2788 : Property Assessment Clean Energy (PACE) program)