HomeMy WebLinkAboutAGENDA REPORT 2010 0217 CC REG ITEM 10G ITEM 10.G.
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City Council Meeting
MOORPARK CITY COUNCIL at
AGENDA REPORT ACTION:
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TO: Honorable City Council n
FROM: Jennifer Mellon, Senior Management Analys
DATE: February 11, 2010 (CC Meeting of February 17, 2010)
SUBJECT: Consider Resolution Authorizing Submittal of a CaliforniaFIRST
Program Grant Application
SUMMARY
The City Council is being asked to adopt the attached Resolution authorizing the
County of Sacramento to submit a grant application to the California Energy
Commission (CEC) State Energy Program (SEP) on the City of Moorpark's behalf to
support the start of the CaliforniaFIRST Program.
BACKGROUND
On January 6 2010, City Council adopted Resolution No. 2010-2883 authorizing the
City of Moorpark's participation in the statewide CaliforniaFIRST Program of the
California Statewide Communities Development Authority to provide opportunities for
residential, commercial, and industrial property owners to finance energy efficiency,
energy conservation, renewable energy, and other energy-related improvements on
their property. This additional resolution authorizes the County of Sacramento to
submit a grant application for the set-up costs associated with the CaliforniaFIRST
program.
DISCUSSION
The CEC was authorized to administer $226 million in federal American Recovery and
Reinvestment (ARRA) funds for the SEP that is focused on increasing energy
efficiency to reduce costs and consumption, cut reliance on imported energy, and
reduce energy impacts on the environment. As part of the overall economic stimulus
efforts at both the state and federal level, a grant application is being submitted to the
CEC to pay for costs associated with participating in the CaliforniaFIRST Program.
The County of Sacramento is the lead agency for the SEP grant application and will be
submitting it on behalf of a collaborative of counties and cities, including the City of
Moorpark, and the attached resolution provides this authorization.
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Honorable City Council
February 17, 2010
Page 2
The grant application has the following highlights:
• Approximately $16.5 million is being requested.
• Approximately $6 million will be used to buy down the interest rates for loans to
property owners on the initial round(s) of projects financed by the
CaliforniaFIRST Program, and to pay for participation costs for the cities and
counties joining the pilot program. The rate will depend on the bond market at
the time of sale. The anticipated interest rate for the first phase is approximately
7.25% (for A rating) and 8.5% (for BBB rating).
• Approximately $8.5 million will be used to pay for community coordination for
property owners' participation, regional program coordination and marketing
costs such as grant administration, technical assistance, agency coordination,
steering committee participation, education, outreach, and incentives. A total of
$575,000 is anticipated to fund the County of Ventura local administration and
the Ventura County Regional Energy Alliance for marketing, education, and
program outreach.
It is anticipated that grant awards will be announced in February 2010, and the City's
portion is expected to be approximately $12,500. The CaliforniaFIRST Program is
expected to begin in Ventura County in the summer of 2010.
BUDGETIMPACT
There is no fiscal impact.
RECOMMENDATION
Adopt Resolution 2010-
Attachment: Resolution
132
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MOORPARK, CALIFORNIA, AUTHORIZING THE COUNTY OF
SACRAMENTO TO SUBMIT A GRANT APPLICATION ON THE
BEHALF OF THE CITY OF MOORPARK TO THE CALIFORNIA
ENERGY COMMISSION STATE ENERGY PROGRAM TO
SUPPORT THE START OF THE CALIFORNIA FIRST PROGRAM
WHEREAS, the City of Moorpark recognizes that it is in the interest of the
regional, state, and national economy to stimulate the economy; create and retain jobs;
reduce fossil fuel emissions; and reduce total energy usage and improve energy
efficiency within our jurisdiction; and
WHEREAS, State Energy Program (SEP) funds are available through the
California Energy Commission's SEP for grants to eligible local governments for energy
efficiency, energy conservation, renewable energy, and other energy related projects
and activities authorized by the American Recovery and Reinvestment Act of 2009
("ARRA"); and
WHEREAS, SEP allows for cities, counties, or groups of cities and counties in
California to apply for SEP funds on behalf of eligible local governments; and
WHEREAS, the City of Moorpark is eligible for SEP funding under the California
Energy Commission's SEP; and
WHEREAS, the City of Moorpark is proposing to collaborate with Sacramento
County to implement a program for financing the energy efficiency, energy
conservation, renewable energy, and other energy related projects and activities
authorized by ARRA, which program is described in Exhibit A for the purpose of
qualifying for SEP funds from the California Energy Commission; and
WHEREAS, the City of Moorpark has considered the application of the California
Environmental Quality Act (CEQA) to the approval of the program for financing energy
efficiency, energy conservation, renewable energy, and other energy related projects
and activities authorized by ARRA described in Exhibit A; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK
DOES HEREBY RESOLVE, that in compliance with the CEQA, the City of Moorpark
finds that the approval of the program for financing energy efficiency, energy
conservation, renewable energy, and other energy related projects and activities
authorized by ARRA described in Exhibit A is not a "project" under CEQA, because the
program does not involve any commitment to a specific project which may result in a
potentially significant physical impact on the environment, as contemplated by Title 14,
California Code of Regulations, Section 15378(b)(4)).
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Be it also resolved, that the City of Moorpark authorizes Sacramento County to
submit a collaborative application on its behalf to the California Energy Commission for
up to $ 575,000 in SEP funds for the program for financing energy efficiency, energy
conservation, renewable energy, and other energy related projects and activities
authorized by ARRA described in Exhibit A.
Be it also resolved, if recommended for funding by the California Energy
Commission, the City of Moorpark authorizes Sacramento County to accept a grant
award on its behalf and to enter into all necessary contracts and agreements, and
amendments thereto, on its behalf to implement and carry out the program for financing
the project/s described in Exhibit A.
PASSED AND ADOPTED this 17th day of February, 2010
Janice S. Parvin, Mayor
ATTEST:
Maureen Benson, Assistant City Clerk
Attachment: Exhibit A
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Resolution No. 2010-
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Exhibit A
California Energy Commission State Energy Program
CaliforniaFIRST Collaborative Proposal
Summary of Proposal Scope & Budget Framework
Description of Program Proposal
Under the lead applicant, Sacramento County, the 14 counties eligible to participate in
the pilot stage of the CaliforniaFIRST Program are collaborating on a proposal to the
California Energy Commission State Energy Program for a grant of up to $16.5 million.
The grant funds will be used to offset initial fees associated with bond issuance, start-up
costs for the 14 counties and all incorporated cities, an interest rate buy-down, local
marketing/education/training/outreach, local coordination, and grant administration to
support the launch of the CaliforniaFIRST municipal financing program.
CaliforniaFIRST Program County Participants and Proposal Collaborators
✓ Alameda ✓ Sacramento ✓ San Mateo ✓ Ventura
✓ Fresno ✓ San Benito ✓ Santa Clara ✓ Yolo
✓ Kern ✓ San Diego ✓ Santa Cruz
✓ Monterey ✓ San Luis Obispo ✓ Solano
Budget Basics
1. CaliforniaFIRST financing costs and fees (46M)
Guided by California Communities and the CaliforniaFIRST Program Administrator
Renewable Funding, this program element will:
• buy-down the interest rate on the initial round(s) of projects financed by the
CaliforniaFIRST Program,
• cover fixed costs associated with initial bond counsel, bond disclosure, fiscal
agent and bond rating,
• cover legal and validation costs, and
• cover the deployment of technology (web portal) to support local programs.
2. Grant/Contract Administration & Steering Committee Liaison: (-$1.5M)
On behalf of the applicant agency, grant/contractor administration duties include
gathering relevant reporting information from all partner jurisdictions and
CaliforniaFIRST, financial oversight and invoicing, contract administration, tracking,
monitoring, and oversight of deliverables. In addition, the grant administrator will serve
as the partner liaison between all participating steering committees to maintain
coordination and consistency on the local marketing efforts between parties as well as
provide marketing and contract technical assistance, training, and advice to participating
agencies. The Grant Administrator will also coordinate local efforts with those programs
funded under the California Comprehensive Residential Building Retrofit Program.
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3. Regional Program Coordination & Marketing: (-$8.5M)
In line with the overall project goals, funding has been budgeted on a regional basis to
each of the four primary program regions in the following amounts, based on total
number of Counties:
• Capitol Region (Sacramento/Yolo): $1,800,000
• Central Valley Region (Fresno/Kern): $1,150,000
• Bay Area Region: (Alameda/San Mateo/Santa Clara/Solano): $2,300,000
• Central Coast Region: (Monterey/Santa Cruz/San Benito/San Luis Obispo):
$2,300,000
• Mid Coast Region: (Ventura): $575,000
• Southern California Region: (San Diego): $575,000
This final program element serves to provide each region with the resources necessary
to help facilitate the rapid adoption of energy efficiency and renewable energy
generation system installations throughout the target area by connecting property
owners to any and all available on-the-ground or proposed resources, and services,
providing a streamlined framework for easy navigation, reduced out-of-pocket
expenses, and overall increased cost effectiveness for both participants and the
program overall. The focus of the program will be to create region-wide (or county-wide,
where appropriate) cooperative project design, implementation, marketing, and
coordination to maximize economies of scale, take advantage of overlapping markets,
and ultimately allow each dollar to go further to benefit all parties.
Financing Costs and Fees
A. Financing Costs
As Program Administrator of the California Communities CaliforniaFIRST Program,
Renewable Funding will coordinate and provide program administration, financing, and
legal services to support a robust statewide municipal financing program. Specific
financing costs are concentrated at the start of the program and result in increased fees
to a program participant, and therefore a higher effective interest rate. In order to lower
the interest rate, the SEP funds will be used to cover bond disclosure counsel, bond
rating fees, and a bond fiscal agent. In addition, a direct interest rate buy-down will be
employed to achieve a bond rate that is equivalent to an A-rated bond, which is likely to
be the bond rating later in the program.
B. Set-up Fees
A funding request equivalent to the city and county set-up fees will be included in the
proposal. The costs for initial legal work and validation proceedings will be covered by
this request. Additionally, the costs of establishing county web portals, importing local
assessor's data, and maintaining the website will be part of this funding request.
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Suggested Maior Marketing Program Coordination & Marketing Program
Elements
A. Agency Coordination / Steering Committee Participation
In recognition of the additional coordination time required to get new programs off the
ground, individual counties may elect to include a modest amount of staff time for
agency representatives to participate in the program steering committee and other
activities to drive marketing program design, educational/marketing material
development, form and protocol development, etc. By investing this time at the onset,
we are able to develop a self-sustaining program for the long term. County agencies
(that is, auditor/tax collector/controller) will receive a small percentage, incorporated into
each loan, to cover regular ongoing program administration costs associated with
maintaining the tax roll and collecting annual assessments in years beyond the grant
term. Some jurisdictions may instead wish to contribute this time as project leveraged
funds/resources to increase overall program cost effectiveness based on their individual
needs and resources. Regional partnership may also elect to use a portion of the
resources from this program element toward informal or formalized staff/personnel
training within their jurisdictions.
B. Education / Outreach/ Marketing
Successful program adoption requires thoughtful design, convenient procedures, and a
robust program education component to encourage and energize program participation.
Achieving this goal, the project team will create clear, consistent, and thematic program
branding imagery, educational and recruitment tools such as program brochures. The
program will be supported by the CaliforniaFIRST web portal and links to new and
existing partner and complementary websites, frequently asked questions, applications,
and/or other program materials. In addition, the project will engage a wide-stretching
network of partners to promote, recruit, and disseminate program information utilizing
existing mechanisms of door-to-door outreach, community event tabling, workshops and
presentations, or other appropriate energy efficiency and complementary program
participation activities. Major elements might include:
✓ Outreach Promotional Materials: Brochures, Door-hangers, Postcard Mailers, Bill
Inserts, etc.
✓ Program Marketing Advertisements: Print Ads, Radio/TV Ads, PSA Production
✓ Promotional Outreach Events, Trade Shows or Community Workshops
✓ Homeowner/Business/Contractor/Staff Training Seminars
✓ Sustainability Site Signage
✓ Green Building and/or LEED Certification Technical Assistance
C. Community Coordinator/ Partner Liaison / Supplies
The community coordinator is envisioned to serve as the single point regional program
coordinator to unify, inform, collaborate, and engage all program parties in relation to
local coordination and marketing efforts; respond to public inquiries; facilitate the
education, outreach, marketing, recruitment; and promote program adoption by the
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target community. In addition the coordinator is responsible for coordinating with the
grant administrator, tracking/reporting necessary progress and metrics,
meeting/exceeding grant milestones and targets, incorporating required complementary
program components, and working with CaliforniaFIRST to assure QA/QC measures
are applied to all participating properties. Specific tasks will be driven by the overall
project goals as well as the specific needs of each region and may include:
✓ Coordination with Grant Administrator/Steering Committee Liaison
✓ Marketing Coordination with CaliforniaFIRST Municipal Finance District
✓ Facilitation of local Regional Steering Committee Members and Partners
✓ Assist with Implementation Strategy, Documents, Procedures & Protocols
Development
✓ Guide Promotion, Marketing, Education, Recruitment & Program Information
Dissemination
✓ Link Program Participants to Regional Energy Efficiency & Complementary
Programs
✓ Connect to Concurrent Complementary Workforce Development
Training/Graduates
✓ Administer Regional Program Budget, Competitive Bidding, Other Program
Transparency Reqs
✓ Track and/or compile, Monitor & Evaluate Program Progress, Energy Savings, GHG
Reductions Achieved, Partner Leveraged Funds and Ancillary Environmental
Benefits
Sample County Budget
A sample budget based on the above framework is provided below. Please note that
these amounts are subject to change based on the actual needs of each participating
jurisdiction as well as feedback obtained regarding funder and partner thresholds for
competitiveness.
Gross Net Benefit
% Benefit Per County
Component Overall Per County
1.CaliforniaFIRST Costs & Fees 39% $ 428,571.43 -
2. Grant Administration & Technical
Assistance 10% $ 107,142.86 -
3A.Steering Advisory Committee 10% $ 115,000.00 115,000.00
3B. Education, Outreach, Incentives, $
Marketing 23% $ 258,750.00 258,750.00
3C. Community Coordination 18% $ 201,250.00 201,250.00
Total 100°/a 1,110,714.29 575,000.00
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Grant Development Team:
• County of Sacramento—Lead Agency (Applicant), will oversee grant writing,
provide final edits and required signatures, and submit finalized proposal on behalf
of entire collaborative team based on the approved proposed program scope and
budget framework
• Ecology Action—Partner Grant Writer (Lead on Marketing), will develop narrative
based on proposed program scope and budget framework, especially as it pertains
to local coordination and marketing project administration, marketing/contract
technical assistance, regional coordination, and marketing, to meet all grant
requirements and maximize proposal competiveness.
• Renewable Funding—Partner Grant Writer (Lead on Finance), will develop
narrative based on proposed program scope and budget framework, especially for
CaliforniaFIRST Program finance-related program elements, to meet all grant
requirements and maximize proposal competiveness.
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