Agenda 04/25/2017 Item #11C04/25/2017
EXECUTIVE SUMMARY
Recommendation to review the Property Assessed Clean Energy (PACE) program and direct the
County Manager to develop a resolution for further consideration that adopts a third-party
administered PACE program for residential and commercial properties or terminate the process.
OBJECTIVE: To provide a summary of the Property Assessed Clean Energy (PACE) program and
receive guidance as to whether the Board of County Commissioners (Board) should implement a plan that
adopts a third-party administrated PACE program 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.
In accordance with F.S. Section 163.08 (2)(b), a “Qualifying improvement” includes any of the
following:
1. “Energy conservation and efficiency improvement, which is a measure to reduce consumption
through conservation or a more efficient use of electricity, natural gas, propane, or other forms
of energy on the property, including, but not limited to, air sealing; installation of insulation;
installation of energy-efficient heating, cooling, or ventilation systems; building modifications to
increase the use of daylight; replacement of windows; installation of energy controls or energy
recovery systems; installation of electric vehicle charging equipment; and installation of efficient
lighting equipment.”
2. “Renewable energy improvement, which is the installation of any system in which the electrical,
mechanical, or thermal energy is produced from a method that uses one or more of the following
fuels or energy sources: hydrogen, solar energy, geothermal energy, bioenergy, and wind
energy.”
3. “Wind resistance improvement, which includes, but is not limited to:
a. Improving the strength of the roof deck attachment;
b. Creating a secondary water barrier to prevent water intrusion;
c. Installing wind-resistant shingles;
d. Installing gable-end bracing;
e. Reinforcing roof-to-wall connections;
f. Installing storm shutters; or
g. Installing opening protections.”
The PACE program is a method of public financing designed to have “qualifying improvements”, listed
above, paid through a lien placed as a special non-ad valorem 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.
PACE financing is a land-secured assessment that property owners voluntarily undertake in order to
secure 100% upfront 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, and utilize the uniform method of collection
through the local tax collector for repayment. This could include, but would not be limited to, existing
mortgages, federal and state grant liens, and other traditional legal instruments utilized to secure interest
04/25/2017
in a property.
Since 2010, the program has struggled to achieve uniform acceptance. The program has been
implemented and administered in several counties within the State of Florida, with both exclusive and
non-exclusive programs.
On June 8, 2010, the PACE program was originally considered by the Board of County
Commissioners(Item 9A) . The Board ultimately determined not to move forward with the program since
the PACE program faced many legal challenges, including the Florida’s Bankers Association challenging
the constitutionality of the program.
On October 15, 2015, the Florida Supreme Court upheld the constitutionality of the PACE statute and the
local government’s authority to issue bonds to finance qualifying improvements.
On November 15, 2016, staff provided the Board of County Commissioners with an overview of the
program (Item 11A) . The Board showed interest in the program and directed staff to develop a resolution
for further consideration that adopts a third-party administered PACE program for residential and
commercial properties.
On April 11, 2017, the Board of County Commissioners directed staff to provide additional information
and an overview of the PACE program for further consideration (Item 11A) .
County staff has been in communication with multiple PACE providers, who are requesting that staff
bring the program forward as a viable option for property owners to fund improvements that they would
not otherwise qualify for through conventional methods. The intent of this item is to inform the Board
about the program, allow interested PACE providers to provide comment, and seek direction on next
steps, if any.
Should the Board wish to bring the program back at a future meeting for adoption, staff will include a
resolution and a standardized membership agreement developed by the County Attorney's Office.
FISCAL IMPACT: There is no fiscal impact as a result of the actions described in this Executive
Summary.
LEGAL CONSIDERATIONS: This item is approved as to form and legality, and requires a majority
vote for approval. -HFAC
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
Executive Summary.
RECOMMENDATION: To direct the County Manager on further actions regarding the PACE program
for residential and commercial properties or terminate the process.
Prepared By: Gino Santabarbara, Principal Planner; Capital Project Planning, Impact Fees and Program
Management Division, Growth Management Department
ATTACHMENT(S)
1. Attachment 1 - F.S. 163.08 (PDF)
2. Attachment 2 - PACE MAP (PDF)
3. Attachment 3 - FL municipalities (PDF)
04/25/2017
4. PPT Property Assessed Clean Energy 4.25.17 (PDF)
04/25/2017
COLLIER COUNTY
Board of County Commissioners
Item Number: 11.C
Doc ID: 3046
Item Summary: ***This item has been continued from the April 11, 2017 BCC meeting.***
Recommendation to review the Property Assessed Clean Energy (PACE) program and direct the County
Manager to develop a resolution for further consideration that adopts a third-party administered PACE
program for residential and commercial properties or terminate the process. (James French, Deputy
Department Head, Growth Management Department & Gino Santabarbara, Principal Planner, Capital
Project Planning, Impact Fees & Program Management Division)
Meeting Date: 04/25/2017
Prepared by:
Title: Senior Grants and Housing Coordinator – Capital Project Planning, Impact Fees, and Program
Management
Name: Gino Santabarbara
04/11/2017 11:18 PM
Submitted by:
Title: Division Director - IF, CPP & PM – Capital Project Planning, Impact Fees, and Program
Management
Name: Amy Patterson
04/11/2017 11:18 PM
Approved By:
Review:
Growth Management Department Judy Puig Level 1 Division Reviewer Completed 04/18/2017 10:37 AM
Capital Project Planning, Impact Fees, and Program Management Amy Patterson Additional Reviewer Completed 04/18/2017 10:38 AM
Growth Management Department Jeanne Marcella Level 2 Division Administrator Completed 04/18/2017 12:45 PM
Growth Management Department James French Additional Reviewer Completed 04/18/2017 4:48 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 04/18/2017 4:49 PM
Budget and Management Office Mark Isackson Additional Reviewer Completed 04/18/2017 4:50 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 04/19/2017 2:06 PM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 04/19/2017 2:37 PM
Board of County Commissioners MaryJo Brock Meeting Pending 04/25/2017 9:00 AM
ATTACHMENT #1
F.S. 163.08 Supplemental authority for improvements to real property
Title XI
COUNTY ORGANIZATION AND
INTERGOVERNMENTAL RELATIONS
Chapter 163
INTERGOVERNMENTAL PROGRAMS
163.08 Supplemental authority for improvements to real property.
(1)(a) In chapter 2008-227, Laws of Florida, the Legislature amended the energy goal of the state
comprehensive plan to provide, in part, that the state shall reduce its energy requirements through
enhanced conservation and efficiency measures in all end-use sectors and reduce atmospheric carbon
dioxide by promoting an increased use of renewable energy resources. That act also declared it the
public policy of the state to play a leading role in developing and instituting energy management
programs that promote energy conservation, energy security, and the reduction of greenhouse gases. In
addition to establishing policies to promote the use of renewable energy, the Legislature provided for a
schedule of increases in energy performance of buildings subject to the Florida Energy Efficiency Code
for Building Construction. In chapter 2008-191, Laws of Florida, the Legislature adopted new energy
conservation and greenhouse gas reduction comprehensive planning requirements for local
governments. In the 2008 general election, the voters of this state approved a constitutional amendment
authorizing the Legislature, by general law, to prohibit consideration of any change or improvement
made for the purpose of improving a property’s resistance to wind damage or the installation of a
renewable energy source device in the determination of the assessed value of residential real property.
(b) The Legislature finds that all energy-consuming-improved properties that are not using energy
conservation strategies contribute to the burden affecting all improved property resulting from fossil
fuel energy production. Improved property that has been retrofitted with energy-related qualifying
improvements receives the special benefit of alleviating the property’s burden from energy
consumption. All improved properties not protected from wind damage by wind resistance qualifying
improvements contribute to the burden affecting all improved property resulting from potential wind
damage. Improved property that has been retrofitted with wind resistance qualifying improvements
receives the special benefit of reducing the property’s burden from potential wind damage. Further, the
installation and operation of qualifying improvements not only benefit the affected properties for which
the improvements are made, but also assist in fulfilling the goals of the state’s energy and hurricane
mitigation policies. In order to make qualifying improvements more affordable and assist property
owners who wish to undertake such improvements, the Legislature finds that there is a compelling state
interest in enabling property owners to voluntarily finance such improvements with local government
assistance.
(c) The Legislature determines that the actions authorized under this section, including, but not
limited to, the financing of qualifying improvements through the execution of financing agreements and
the related imposition of voluntary assessments are reasonable and necessary to serve and achieve a
compelling state interest and are necessary for the prosperity and welfare of the state and its property
owners and inhabitants.
(2) As used in this section, the term:
(a) “Local government” means a county, a municipality, a dependent special district as defined in s.
189.012, or a separate legal entity created pursuant to s. 163.01(7).
(b) “Qualifying improvement” includes any:
1. Energy conservation and efficiency improvement, which is a measure to reduce consumption
through conservation or a more efficient use of electricity, natural gas, propane, or other forms of
energy on the property, including, but not limited to, air sealing; installation of insulation; installation of
energy-efficient heating, cooling, or ventilation systems; building modifications to increase the use of
daylight; replacement of windows; installation of energy controls or energy recovery systems;
installation of electric vehicle charging equipment; and installation of efficient lighting equipment.
2. Renewable energy improvement, which is the installation of any system in which the electrical,
mechanical, or thermal energy is produced from a method that uses one or more of the following fuels
or energy sources: hydrogen, solar energy, geothermal energy, bioenergy, and wind energy.
3. Wind resistance improvement, which includes, but is not limited to:
a. Improving the strength of the roof deck attachment;
b. Creating a secondary water barrier to prevent water intrusion;
c. Installing wind-resistant shingles;
d. Installing gable-end bracing;
e. Reinforcing roof-to-wall connections;
f. Installing storm shutters; or
g. Installing opening protections.
(3) A local government may levy non-ad valorem assessments to fund qualifying improvements.
(4) Subject to local government ordinance or resolution, a property owner may apply to the local
government for funding to finance a qualifying improvement and enter into a financing agreement with
the local government. Costs incurred by the local government for such purpose may be collected as a
non-ad valorem assessment. A non-ad valorem assessment shall be collected pursuant to s. 197.3632
and, notwithstanding s. 197.3632(8)(a), shall not be subject to discount for early payment. However, the
notice and adoption requirements of s. 197.3632(4) do not apply if this section is used and complied
with, and the intent resolution, publication of notice, and mailed notices to the property appraiser, tax
collector, and Department of Revenue required by s. 197.3632(3)(a) may be provided on or before
August 15 in conjunction with any non-ad valorem assessment authorized by this section, if the
property appraiser, tax collector, and local government agree.
(5) Pursuant to this section or as otherwise provided by law or pursuant to a local government’s
home rule power, a local government may enter into a partnership with one or more local governments
for the purpose of providing and financing qualifying improvements.
(6) A qualifying improvement program may be administered by a for-profit entity or a not-for-
profit organization on behalf of and at the discretion of the local government.
(7) A local government may incur debt for the purpose of providing such improvements, payable
from revenues received from the improved property, or any other available revenue source authorized
by law.
(8) A local government may enter into a financing agreement only with the record owner of the
affected property. Any financing agreement entered into pursuant to this section or a summary
memorandum of such agreement shall be recorded in the public records of the county within which the
property is located by the sponsoring unit of local government within 5 days after execution of the
agreement. The recorded agreement shall provide constructive notice that the assessment to be levied
on the property constitutes a lien of equal dignity to county taxes and assessments from the date of
recordation.
(9) Before entering into a financing agreement, the local government shall reasonably determine
that all property taxes and any other assessments levied on the same bill as property taxes are paid and
have not been delinquent for the preceding 3 years or the property owner’s period of ownership,
whichever is less; that there are no involuntary liens, including, but not limited to, construction liens on
the property; that no notices of default or other evidence of property-based debt delinquency have been
recorded during the preceding 3 years or the property owner’s period of ownership, whichever is less;
and that the property owner is current on all mortgage debt on the property.
(10) A qualifying improvement shall be affixed to a building or facility that is part of the property
and shall constitute an improvement to the building or facility or a fixture attached to the building or
facility. An agreement between a local government and a qualifying property owner may not cover
wind-resistance improvements in buildings or facilities under new construction or construction for
which a certificate of occupancy or similar evidence of substantial completion of new construction or
improvement has not been issued.
(11) Any work requiring a license under any applicable law to make a qualifying improvement
shall be performed by a contractor properly certified or registered pursuant to part I or part II of chapter
489.
(12)(a) Without the consent of the holders or loan servicers of any mortgage encumbering or
otherwise secured by the property, the total amount of any non-ad valorem assessment for a property
under this section may not exceed 20 percent of the just value of the property as determined by the
county property appraiser.
(b) Notwithstanding paragraph (a), a non-ad valorem assessment for a qualifying improvement
defined in subparagraph (2)(b)1. or subparagraph (2)(b)2. that is supported by an energy audit is not
subject to the limits in this subsection if the audit demonstrates that the annual energy savings from the
qualified improvement equals or exceeds the annual repayment amount of the non-ad valorem
assessment.
(13) At least 30 days before entering into a financing agreement, the property owner shall provide
to the holders or loan servicers of any existing mortgages encumbering or otherwise secured by the
property a notice of the owner’s intent to enter into a financing agreement together with the maximum
principal amount to be financed and the maximum annual assessment necessary to repay that amount. A
verified copy or other proof of such notice shall be provided to the local government. A provision in
any agreement between a mortgagee or other lienholder and a property owner, or otherwise now or
hereafter binding upon a property owner, which allows for acceleration of payment of the mortgage,
note, or lien or other unilateral modification solely as a result of entering into a financing agreement as
provided for in this section is not enforceable. This subsection does not limit the authority of the holder
or loan servicer to increase the required monthly escrow by an amount necessary to annually pay the
qualifying improvement assessment.
(14) At or before the time a purchaser executes a contract for the sale and purchase of any property
for which a non-ad valorem assessment has been levied under this section and has an unpaid balance
due, the seller shall give the prospective purchaser a written disclosure statement in the following form,
which shall be set forth in the contract or in a separate writing:
QUALIFYING IMPROVEMENTS FOR ENERGY EFFICIENCY, RENEWABLE ENERGY,
OR WIND RESISTANCE.—The property being purchased is located within the jurisdiction of a
local government that has placed an assessment on the property pursuant to s. 163.08, Florida
Statutes. The assessment is for a qualifying improvement to the property relating to energy
efficiency, renewable energy, or wind resistance, and is not based on the value of property. You
are encouraged to contact the county property appraiser’s office to learn more about this and other
assessments that may be provided by law.
(15) A provision in any agreement between a local government and a public or private power or
energy provider or other utility provider is not enforceable to limit or prohibit any local government
from exercising its authority under this section.
(16) This section is additional and supplemental to county and municipal home rule authority and
not in derogation of such authority or a limitation upon such authority.
History.—s. 1, ch. 2010-139; s. 1, ch. 2012-117; s. 64, ch. 2014-22.
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PACE -enabled
FL municipalities
Municipality County State Program Name Lead Organization Financing
Type
Adrian Town Charlotte FL Alliance NRG PACE Alliance NRG Both
Alachua Alachua FL Ygrene Ygrene Energy Fund Both
Alford Jackson FL Alliance NRG PACE Alliance NRG Both
Alma Jefferson FL Alliance NRG PACE Alliance NRG Both
Amelia City Nassau FL Alliance NRG PACE Alliance NRG Both
Amelia City Marion FL Alliance NRG PACE Alliance NRG Both
American Beach Nassau FL Alliance NRG PACE Alliance NRG Both
American Beach Marion FL Alliance NRG PACE Alliance NRG Both
Andrews Nassau FL Alliance NRG PACE Alliance NRG Both
Andrews Marion FL Alliance NRG PACE Alliance NRG Both
Archer Alachua FL Ygrene Ygrene Energy Fund Both
Argyle Walton FL Alliance NRG PACE Alliance NRG Both
Ashville Jefferson FL Alliance NRG PACE Alliance NRG Both
Aucilla Jefferson FL Alliance NRG PACE Alliance NRG Both
Babcock Ranch Charlotte FL Alliance NRG PACE Alliance NRG Both
Bascom Jackson FL Alliance NRG PACE Alliance NRG Both
Bay Harbor Islands Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Beachville Suwannee FL Alliance NRG PACE Alliance NRG Both
Becker Nassau FL Alliance NRG PACE Alliance NRG Both
Becker Marion FL Alliance NRG PACE Alliance NRG Both
Bellair-Meadowbrook
Terrace
Clay FL Alliance NRG PACE Alliance NRG Both
Belleview Marion FL Alliance NRG PACE Alliance NRG Both
Belmore Clay FL Alliance NRG PACE Alliance NRG Both
Beverly Beach Flagler FL Alliance NRG PACE Alliance NRG Both
Bimini Flagler FL Alliance NRG PACE Alliance NRG Both
Biscayne Park Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Blanton Pasco FL Alliance NRG PACE Alliance NRG Both
Boca Grande Charlotte FL Alliance NRG PACE Alliance NRG Both
Boulogne Nassau FL Alliance NRG PACE Alliance NRG Both
Boulogne Marion FL Alliance NRG PACE Alliance NRG Both
Branchborough Pasco FL Alliance NRG PACE Alliance NRG Both
Branford Suwannee FL Alliance NRG PACE Alliance NRG Both
Bruce Walton FL Alliance NRG PACE Alliance NRG Both
Bryceville Nassau FL Alliance NRG PACE Alliance NRG Both
Bryceville Marion FL Alliance NRG PACE Alliance NRG Both
Buenaventura Lakes Osceola FL Alliance NRG PACE Alliance NRG Commercial
Bull Creek Osceola FL Alliance NRG PACE Alliance NRG Commercial
Bunnell Flagler FL Alliance NRG PACE Alliance NRG Both
Callahan Nassau*FL Alliance NRG PACE Alliance NRG Both
Campbell Osceola FL Alliance NRG PACE Alliance NRG Commercial
Campbellton Jackson FL Alliance NRG PACE Alliance NRG Both
Cape Haze Charlotte FL Alliance NRG PACE Alliance NRG Both
Municipality County State Program Name Lead Organization Financing
Type
Cape San Blas Gulf FL Alliance NRG PACE Alliance NRG Both
Capps Jefferson FL Alliance NRG PACE Alliance NRG Both
Casa Blanco Jefferson FL Alliance NRG PACE Alliance NRG Both
Celebration Osceola FL Alliance NRG PACE Alliance NRG Commercial
Charlotte Harbor Charlotte FL Alliance NRG PACE Alliance NRG Both
Charlotte Park Charlotte FL Alliance NRG PACE Alliance NRG Both
Chattahoochee Gadsden*FL Alliance NRG PACE Alliance NRG Commercial
Chester Nassau FL Alliance NRG PACE Alliance NRG Both
Chester Marion FL Alliance NRG PACE Alliance NRG Both
Clay Hill Clay FL Alliance NRG PACE Alliance NRG Both
Cleveland Charlotte FL Alliance NRG PACE Alliance NRG Both
Cody Jefferson FL Alliance NRG PACE Alliance NRG Both
Cody's Corner Flagler FL Alliance NRG PACE Alliance NRG Both
Compass Lake Jackson FL Alliance NRG PACE Alliance NRG Both
Coral Gables Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Cottondale Jackson FL Alliance NRG PACE Alliance NRG Both
Crandall Nassau FL Alliance NRG PACE Alliance NRG Both
Crandall Marion FL Alliance NRG PACE Alliance NRG Both
Crawford Nassau FL Alliance NRG PACE Alliance NRG Both
Crawford Marion FL Alliance NRG PACE Alliance NRG Both
Cutler Bay Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Cypress Jackson FL Alliance NRG PACE Alliance NRG Both
Dade City Pasco FL Alliance NRG PACE Alliance NRG Both
Dahoma Nassau FL Alliance NRG PACE Alliance NRG Both
Dahoma Marion FL Alliance NRG PACE Alliance NRG Both
Dalkeith Gulf FL Alliance NRG PACE Alliance NRG Both
Dania Beach Broward FL Ygrene Ygrene Energy Fund Both
Darby Pasco FL Alliance NRG PACE Alliance NRG Both
Daytona North Flagler FL Alliance NRG PACE Alliance NRG Both
Deep Creek Charlotte FL Alliance NRG PACE Alliance NRG Both
Deer Park Osceola FL Alliance NRG PACE Alliance NRG Commercial
DeFuniak Springs Walton FL Alliance NRG PACE Alliance NRG Both
Dellwood Jackson FL Alliance NRG PACE Alliance NRG Both
Dickert Suwannee FL Alliance NRG PACE Alliance NRG Both
Dills Jefferson FL Alliance NRG PACE Alliance NRG Both
Doctors Hill Clay FL Alliance NRG PACE Alliance NRG Both
Doctors Inlet Clay FL Alliance NRG PACE Alliance NRG Both
Dowling Park Suwannee FL Alliance NRG PACE Alliance NRG Both
Drifton Jefferson FL Alliance NRG PACE Alliance NRG Both
Dunnellon Marion FL Alliance NRG PACE Alliance NRG Both
Dupont Flagler FL Alliance NRG PACE Alliance NRG Both
Dyal Nassau FL Alliance NRG PACE Alliance NRG Both
Dyal Marion FL Alliance NRG PACE Alliance NRG Both
Earleton Alachua FL Ygrene Ygrene Energy Fund Both
El Portal Miami-FL Ygrene Ygrene Energy Fund Both
Municipality County State Program Name Lead Organization Financing
Type
Dade
Ellaville Suwannee FL Alliance NRG PACE Alliance NRG Both
Englewood Charlotte FL Alliance NRG PACE Alliance NRG Both
Espanola Flagler FL Alliance NRG PACE Alliance NRG Both
Eucheanna Walton FL Alliance NRG PACE Alliance NRG Both
Evergreen Nassau FL Alliance NRG PACE Alliance NRG Both
Evergreen Marion FL Alliance NRG PACE Alliance NRG Both
Falmouth Suwannee FL Alliance NRG PACE Alliance NRG Both
Fanlew Jefferson FL Alliance NRG PACE Alliance NRG Both
Favoretta Flagler FL Alliance NRG PACE Alliance NRG Both
Fernandina Beach Nassau*FL Alliance NRG PACE Alliance NRG Both
Festus Jefferson FL Alliance NRG PACE Alliance NRG Both
Fincher Jefferson FL Alliance NRG PACE Alliance NRG Both
Flagler Beach Flagler FL Alliance NRG PACE Alliance NRG Both
Flagler Estates Flagler FL Alliance NRG PACE Alliance NRG Both
Fleming Island Clay FL Alliance NRG PACE Alliance NRG Both
Fort Lauderdale Broward FL Ygrene Ygrene Energy Fund Both
Fort Pierce St. Lucie FL SELF PACE
Program
Solar & Energy Loan
Fund
Commercial
Fort Union Suwannee FL Alliance NRG PACE Alliance NRG Both
Franklintown Nassau FL Alliance NRG PACE Alliance NRG Both
Franklintown Marion FL Alliance NRG PACE Alliance NRG Both
Freeport Walton FL Alliance NRG PACE Alliance NRG Both
Gainesville Alachua FL Ygrene Ygrene Energy Fund Both
Glendale Walton FL Alliance NRG PACE Alliance NRG Both
Glenwood Nassau FL Alliance NRG PACE Alliance NRG Both
Glenwood Marion FL Alliance NRG PACE Alliance NRG Both
Graceville Jackson FL Alliance NRG PACE Alliance NRG Both
Grand Ridge Jackson FL Alliance NRG PACE Alliance NRG Both
Grayton Beach Walton FL Alliance NRG PACE Alliance NRG Both
Green Cove Springs Clay FL Alliance NRG PACE Alliance NRG Both
Greensboro Gadsden*FL Alliance NRG PACE Alliance NRG Commercial
Greenwood Jackson FL Alliance NRG PACE Alliance NRG Both
Gretna Gadsden*FL Alliance NRG PACE Alliance NRG Commercial
Gross Nassau FL Alliance NRG PACE Alliance NRG Both
Gross Marion FL Alliance NRG PACE Alliance NRG Both
Grove City Charlotte FL Alliance NRG PACE Alliance NRG Both
Gulf Harbors Pasco FL Alliance NRG PACE Alliance NRG Both
Hallandale Beach Broward FL Ygrene Ygrene Energy Fund Both
Hammock Flagler FL Alliance NRG PACE Alliance NRG Both
Harbour Heights Charlotte FL Alliance NRG PACE Alliance NRG Both
Harmony Osceola FL Alliance NRG PACE Alliance NRG Commercial
Havana Gadsden*FL Alliance NRG PACE Alliance NRG Commercial
Hawthorne Alachua FL Ygrene Ygrene Energy Fund Both
Hedges Nassau FL Alliance NRG PACE Alliance NRG Both
Hedges Marion FL Alliance NRG PACE Alliance NRG Both
Municipality County State Program Name Lead Organization Financing
Type
Hero Nassau FL Alliance NRG PACE Alliance NRG Both
Hero Marion FL Alliance NRG PACE Alliance NRG Both
Hialeah Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Hialeah Gardens Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Hibernie Clay FL Alliance NRG PACE Alliance NRG Both
High Springs Alachua FL Ygrene Ygrene Energy Fund Both
Highland View Gulf FL Alliance NRG PACE Alliance NRG Both
Hildreth Suwannee FL Alliance NRG PACE Alliance NRG Both
Hilliard Nassau*FL Alliance NRG PACE Alliance NRG Both
Hollywood Broward FL Alliance NRG PACE Alliance NRG Both
Hollywood Broward FL Ygrene Ygrene Energy Fund Both
Holopaw Osceola FL Alliance NRG PACE Alliance NRG Commercial
Homestead Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Honeyville Gulf FL Alliance NRG PACE Alliance NRG Both
Houston Suwannee FL Alliance NRG PACE Alliance NRG Both
Hudson Beach Pasco FL Alliance NRG PACE Alliance NRG Both
Indian Pass Gulf FL Alliance NRG PACE Alliance NRG Both
Ingle Nassau FL Alliance NRG PACE Alliance NRG Both
Ingle Marion FL Alliance NRG PACE Alliance NRG Both
Italia Nassau FL Alliance NRG PACE Alliance NRG Both
Italia Marion FL Alliance NRG PACE Alliance NRG Both
Jacob City Jackson FL Alliance NRG PACE Alliance NRG Both
Jarrott Jefferson FL Alliance NRG PACE Alliance NRG Both
Jessamine Pasco FL Alliance NRG PACE Alliance NRG Both
Keene Nassau FL Alliance NRG PACE Alliance NRG Both
Keene Marion FL Alliance NRG PACE Alliance NRG Both
Kenansville Osceola FL Alliance NRG PACE Alliance NRG Commercial
Kent Nassau FL Alliance NRG PACE Alliance NRG Both
Kent Marion FL Alliance NRG PACE Alliance NRG Both
Key Biscayne Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Keystone Heights Clay FL Alliance NRG PACE Alliance NRG Both
Kings Ferry Nassau FL Alliance NRG PACE Alliance NRG Both
Kings Ferry Marion FL Alliance NRG PACE Alliance NRG Both
Kissimmee Osceola FL Alliance NRG PACE Alliance NRG Commercial
Korona Flagler FL Alliance NRG PACE Alliance NRG Both
La Crosse Alachua FL Ygrene Ygrene Energy Fund Both
Lake Asbury Clay FL Alliance NRG PACE Alliance NRG Both
Lake Geneva Clay FL Alliance NRG PACE Alliance NRG Both
Lakeside Clay FL Alliance NRG PACE Alliance NRG Both
Lamont Jefferson FL Alliance NRG PACE Alliance NRG Both
Lauderdale Lakes Broward FL Ygrene Ygrene Energy Fund Both
Lessie Nassau FL Alliance NRG PACE Alliance NRG Both
Lessie Marion FL Alliance NRG PACE Alliance NRG Both
Municipality County State Program Name Lead Organization Financing
Type
Limestone Jefferson FL Alliance NRG PACE Alliance NRG Both
Live Oak Suwannee FL Alliance NRG PACE Alliance NRG Both
Lloyd Jefferson FL Alliance NRG PACE Alliance NRG Both
Lois Jefferson FL Alliance NRG PACE Alliance NRG Both
Luraville Suwannee FL Alliance NRG PACE Alliance NRG Both
Malone Jackson FL Alliance NRG PACE Alliance NRG Both
Manasota Key Charlotte FL Alliance NRG PACE Alliance NRG Both
Margate Broward FL Ygrene Ygrene Energy Fund Both
Marianna Jackson FL Alliance NRG PACE Alliance NRG Both
Marineland Flagler FL Alliance NRG PACE Alliance NRG Both
Mattox Nassau FL Alliance NRG PACE Alliance NRG Both
Mattox Marion FL Alliance NRG PACE Alliance NRG Both
McAlpin Suwannee FL Alliance NRG PACE Alliance NRG Both
McRae Clay FL Alliance NRG PACE Alliance NRG Both
Miami Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Miami beach Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Miami gardens Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Miami Lakes Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Miami Shores Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Miami Springs Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Micanopy Alachua FL Ygrene Ygrene Energy Fund Both
Middleburg Clay FL Alliance NRG PACE Alliance NRG Both
Midway Gadsden*FL Alliance NRG PACE Alliance NRG Commercial
Mintivilla Jefferson FL Alliance NRG PACE Alliance NRG Both
Miramar Broward FL Ygrene Ygrene Energy Fund Both
Miramar Beach Walton FL Alliance NRG PACE Alliance NRG Both
Monticello Jefferson*FL Alliance NRG PACE Alliance NRG Both
Mossy Head Walton FL Alliance NRG PACE Alliance NRG Both
Murdock Charlotte FL Alliance NRG PACE Alliance NRG Both
Nash Jefferson FL Alliance NRG PACE Alliance NRG Both
Nassau Village-Ratliff Nassau FL Alliance NRG PACE Alliance NRG Both
Nassau Village-Ratliff Marion FL Alliance NRG PACE Alliance NRG Both
Nassauville Nassau FL Alliance NRG PACE Alliance NRG Both
Nassauville Marion FL Alliance NRG PACE Alliance NRG Both
New Port Richey Pasco FL Alliance NRG PACE Alliance NRG Both
Newberry Alachua FL Ygrene Ygrene Energy Fund Both
North Bay Village Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
North Miami Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
North Miami beach Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Municipality County State Program Name Lead Organization Financing
Type
North Port Charlotte Charlotte FL Alliance NRG PACE Alliance NRG Both
O'Brien Suwannee FL Alliance NRG PACE Alliance NRG Both
O'Neil Nassau FL Alliance NRG PACE Alliance NRG Both
O'Neil Marion FL Alliance NRG PACE Alliance NRG Both
Oakdale Jackson FL Alliance NRG PACE Alliance NRG Both
Oakleaf Clay FL Alliance NRG PACE Alliance NRG Both
Ocala Marion FL Alliance NRG PACE Alliance NRG Both
Opa-Locka Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Orange Park Clay FL Alliance NRG PACE Alliance NRG Both
Orlando Orange FL Ygrene Ygrene Energy Fund Both
Overstreet Gulf FL Alliance NRG PACE Alliance NRG Both
Padlock Suwannee FL Alliance NRG PACE Alliance NRG Both
Painters Hill Flagler FL Alliance NRG PACE Alliance NRG Both
Palm Coast Flagler FL Alliance NRG PACE Alliance NRG Both
Palmetto Bay Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Paxton Walton FL Alliance NRG PACE Alliance NRG Both
Pembroke Pines Broward FL Alliance NRG PACE Alliance NRG Both
Pembroke Pines Broward FL Ygrene Ygrene Energy Fund Both
Penney Farms Clay FL Alliance NRG PACE Alliance NRG Both
Pinecrest Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Placida Charlotte FL Alliance NRG PACE Alliance NRG Both
Poinciana Osceola FL Alliance NRG PACE Alliance NRG Commercial
Pompano Beach Broward FL Alliance NRG PACE Alliance NRG Both
Pompano Beach Broward FL Ygrene Ygrene Energy Fund Both
Port Charlotte Charlotte FL Alliance NRG PACE Alliance NRG Both
Port Richey Pasco FL Alliance NRG PACE Alliance NRG Both
Port St. Joe Gulf FL Alliance NRG PACE Alliance NRG Both
Port St. Joe (coming soon)Gulf*FL Alliance NRG PACE Alliance NRG Both
Port St. Lucie St. Lucie FL SELF PACE
Program
Solar & Energy Loan
Fund
Commercial
Pouchers Corner Suwannee FL Alliance NRG PACE Alliance NRG Both
Punta Gorda Charlotte FL Alliance NRG PACE Alliance NRG Both
Quincy Gadsden*FL Alliance NRG PACE Alliance NRG Commercial
Relay Flagler FL Alliance NRG PACE Alliance NRG Both
Richland Pasco FL Alliance NRG PACE Alliance NRG Both
Rixford Suwannee FL Alliance NRG PACE Alliance NRG Both
Rotunda Charlotte FL Alliance NRG PACE Alliance NRG Both
Round Lake Jackson FL Alliance NRG PACE Alliance NRG Both
San Antonio Pasco FL Alliance NRG PACE Alliance NRG Both
Santa Rosa Beach Walton FL Alliance NRG PACE Alliance NRG Both
Seacrest Walton FL Alliance NRG PACE Alliance NRG Both
Seaside Walton FL Alliance NRG PACE Alliance NRG Both
Seven Springs Pasco FL Alliance NRG PACE Alliance NRG Both
Simsville Jackson FL Alliance NRG PACE Alliance NRG Both
Municipality County State Program Name Lead Organization Financing
Type
Slade Suwannee FL Alliance NRG PACE Alliance NRG Both
Sneads Jackson FL Alliance NRG PACE Alliance NRG Both
Solana Charlotte FL Alliance NRG PACE Alliance NRG Both
South Miami Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
St. Cloud Osceola FL Alliance NRG PACE Alliance NRG Commercial
St. Johns Park Flagler FL Alliance NRG PACE Alliance NRG Both
St. Joseph Pasco FL Alliance NRG PACE Alliance NRG Both
St. Leo Pasco FL Alliance NRG PACE Alliance NRG Both
St. Lucie Village St. Lucie FL SELF PACE
Program
Solar & Energy Loan
Fund
Commercial
Surfside Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Suwannee Springs Suwannee FL Alliance NRG PACE Alliance NRG Both
Sweetwater Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Tallahassee Leon FL Leon County PACE Ygrene Energy Fund Both
Tamarac Broward FL Alliance NRG PACE Alliance NRG Both
Thomas City Jefferson FL Alliance NRG PACE Alliance NRG Both
Trilacoochee Pasco FL Alliance NRG PACE Alliance NRG Both
Two Egg Jackson FL Alliance NRG PACE Alliance NRG Both
Unincorporated Areas St. Lucie FL SELF PACE
Program
Solar & Energy Loan
Fund
Commercial
Unincorporated areas Alachua FL Ygrene Ygrene Energy Fund Both
Verdie Nassau FL Alliance NRG PACE Alliance NRG Both
Verdie Marion FL Alliance NRG PACE Alliance NRG Both
Virginia Village Clay FL Alliance NRG PACE Alliance NRG Both
Vitis Pasco FL Alliance NRG PACE Alliance NRG Both
Wacissa Jefferson FL Alliance NRG PACE Alliance NRG Both
Waldo Alachua FL Ygrene Ygrene Energy Fund Both
Waukeenah Jefferson FL Alliance NRG PACE Alliance NRG Both
Webbville Jackson FL Alliance NRG PACE Alliance NRG Both
Wellborn Suwannee FL Alliance NRG PACE Alliance NRG Both
West Miami Miami-
Dade
FL Ygrene Ygrene Energy Fund Both
Wewahitchka Gulf FL Alliance NRG PACE Alliance NRG Both
Wewahitchka (coming
soon)
Gulf*FL Alliance NRG PACE Alliance NRG Both
White City Gulf FL Alliance NRG PACE Alliance NRG Both
Winter Park Orange FL Alliance NRG PACE Alliance NRG Both
Yeehaw Junction Osceola FL Alliance NRG PACE Alliance NRG Commercial
Yulee Nassau FL Alliance NRG PACE Alliance NRG Both
Yulee Marion FL Alliance NRG PACE Alliance NRG Both
Yulee Heights Nassau FL Alliance NRG PACE Alliance NRG Both
Yulee Heights Marion FL Alliance NRG PACE Alliance NRG Both
Zephyrhills Pasco FL Alliance NRG PACE Alliance NRG Both
Property Assessed Clean Energy
PACE
Collier County Board of County Commissioners
April 25, 2017
Growth Management Department
Gino Santabarbara, Principal Planner
James C. French, Deputy Department Head
1
What is PACE?
Property Assessed Clean Energy
State of Florida passed its PACE enabling statute, F.S.
Section 163.08 in 2010:
◦Energy efficiency & conservation
◦Renewable energy
◦Wind resistance/hardening measures
2
PACE
Voluntary program
◦Property owners must apply to participate
Can apply to commercial and residential property
Provides property owner access utilizing alternative
financing methods
Repaid as a non-ad valorem assessment
◦Method of public financing
Repayment obligation can potentially transfer
3
Qualifying Improvements
Energy efficiency & conservation
◦Energy efficient HVAC system
◦Window replacements
Renewable energy
◦Solar panels
Wind resistance
◦Storm shutters
◦Gable-end bracing
4
Key Components
Governmental Partners
◦Tax Collector
◦Property Appraiser
Contractors
◦Registered and Certified
Property Owners
5
Eligibility Requirements
Property taxes are current
No involuntary liens
Mortgage current
PACE assessment < 20% of market value
6
Past PACE Obstacles
Bond Validations
◦Florida's Supreme Court upheld the constitutionality of the
statute and local government's authority to issue bonds to
finance qualifying improvements
7
Lien Status
Pace assessments are senior and have priority over
pre-existing mortgages
On par with property taxes
New mortgages may require pay off of PACE lien, prior
to closing or refinancing
8
Potential PACE Benefits
Reduction in energy consumption
Stimulates local economy/job creation
Provides access to 100% financing (long term)
Possible insurance premium reduction
Reduction in energy bill
9
Administrative Models
County administrative model
◦ Administrative Requirements
◦Budget Impact
◦Staff / Resources
Third-party administrative model
◦Most prevalent model in Florida & trend across US
◦Little to no cost to County
10
Active PACE Programs in Florida
11
Florida Pace Funding Agency
◦Alliance NRG
Clean Energy Green Corridor
◦Ygrene
Florida Green Energy Works
◦Renew Financial
Renovate America
◦HERO
Summary
Property owners apply voluntary
Many of the major concerns overcome
PACE program cannot operate in the county/city unless
an enabling ordinance or resolution is approved
Collection through non-ad valorem assessment on
property tax bill
BCC has the ability to end the program
12
Questions??
13