HomeMy WebLinkAbout07-11-2016 Amendment to the Joint Powers Agreement -Western Riverside Council of Governments permit Property Assessed Clean EnergyAMENDMENT TO THE JOINT POWERS AGREEMENT
ADDING CITY OF SAN LUIS OBISPO AS
AN ASSOCIATE MEMBER OF THE
WESTERN RIVERSIDE COUNCIL OF GOVERNMENTS
TO PERMIT THE PROVISION OF PROPERTY ASSESSED
CLEAN ENERGY (PACE) PROGRAM SERVICES WITH
SUCH CITY
This Amendment to t e Joint Powers Agreement ( "JPA Amendment ") is made and
entered into on the g_day of QU44, 2016, by City of San Luis Obispo ( "City ") and the Western
Riverside Council of Govern ent "Authority ") (collectively the "Parties ").
RECITALS
WHEREAS, Authority is a joint exercise of powers authority established pursuant to
Chapter 5 of Division 7, Title 1 of the Government Code of the State of California (Section 6500
and following) (the "Joint Exercise of Powers Act ") and the Joint Power Agreement entered into
on April 1, 1991, as amended from time to time (the "Authority JPA "); and
WHEREAS, as of October 1, 2012, Authority had 18 member entities (the "Regular
Members ").
WHEREAS, Chapter 29 of the Improvement Act of 1911, being Division 7 of the
California Streets and Highways Code ( "Chapter 29 ") authorizes cities, counties, and cities and
counties to establish voluntary contractual assessment programs, commonly referred to as a
Property Assessed Clean Energy ( "PACE ") program, to fund certain renewable energy sources,
energy and water efficiency improvements, and electric vehicle charging infrastructure (the
"Improvements ") that are permanently fixed to residential, commercial, industrial, agricultural or
other real property; and
WHEREAS, Authority intends to establish a PACE program to be known as the
"California HERO Program" pursuant to Chapter 29 as now enacted or as such legislation may
be amended hereafter, which will authorize the implementation of a PACE financing program for
cities and county throughout the state; and
WHEREAS, City desires to allow owners of property within its jurisdiction to
participate in the California HERO Program and to allow Authority to conduct proceedings
under Chapter 29 to finance Improvements to be installed on such properties; and
WHEREAS, this JPA Amendment will permit City to become an Associate Member of
Authority and to participate in California HERO Program for the purpose of facilitating the
implementation of such program within the jurisdiction of City; and
WHEREAS, pursuant to the Joint Exercise of Powers Act, the Parties are approving this
JPA Agreement to allow for the provision of PACE services, including the operation of a PACE
financing program, within the incorporated territory of the City; and
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WHEREAS, the JPA Amendment sets forth the rights, obligations and duties of City and
Authority with respect to the implementation of the California HERO Program within the
incorporated territory of City.
MUTUAL UNDERSTANDINGS
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions
hereinafter stated, the Parties hereto agree as follows:
A. JPA Amendment.
1. The Authority JPA. City agrees to the terms and conditions of the Authority JPA,
attached.
2. Associate Membership. By adoption of this JPA Amendment, City shall become
an Associate Member of Authority on the terms and conditions set forth herein and the Authority
JPA and consistent with the requirements of the Joint Exercise of Powers Act. The rights,
obligations and liabilities of City as an Associate Member are limited solely to those terms and
conditions expressly set forth in this JPA Amendment for the purposes of implementing the
California HERO Program within the incorporated territory of City. Except as expressly
provided for by the this JPA Amendment, City shall not have any rights otherwise granted to
Authority's Regular Members by the Authority JPA, including but not limited to the right to vote
on matters before the Executive Committee or the General Assembly, the right to amend or vote
on amendments to the Authority JPA, and the right to sit on committees or boards established
under the Authority JPA or by action of the Executive Committee or the General Assembly,
including, without limitation, the General Assembly and the Executive Committee. City shall not
be considered a member for purposes of Section 9.1 of the Authority JPA. Additionally, the City
shall not be responsible for the payment any fees, costs and charges under the JPA.
3. Rights of Authority. This JPA Amendment shall not be interpreted as limiting or
restricting the rights of Authority under the Authority JPA. Nothing in this JPA Amendment is
intended to alter or modify Authority Transportation Uniform Mitigation Fee (TUMF) Program,
the PACE Program administered by Authority within the jurisdictions of its Regular Members,
or any other programs administered now or in the future by Authority, all as currently structured
or subsequently amended.
B. Implementation of California HERO Program within City Jurisdiction.
1. Boundaries of the California HERO Program within City Jurisdiction. City shall
determine and notify Authority of the boundaries of the incorporated territory within City's
jurisdiction within which contractual assessments may be entered into under the California
HERO Program (the "Program Boundaries "), which boundaries may include the entire
incorporated territory of the City or a lesser portion thereof.
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2. Determination of Eligible Improvements. Authority shall determine the types of
distributed generation renewable energy sources, energy efficiency or water conservation
improvements, electric vehicle charging infrastructure or such other improvements as may be
authorized pursuant to Chapter 29 (the `Eligible Improvements ") that will be eligible to be
financed under the California HERO Program.
3. Establishment of California HERO Program. Authority will undertake such
proceedings pursuant to Chapter 29 as shall be legally necessary to enable Authority to make
contractual financing of Eligible Improvements available to eligible property owners within the
Program Boundaries.
4. Financing the Installation of Eligible le improvements. Authority shall develop and
implement a plan for the financing of the purchase and installation of the Eligible Improvements
under the California HERO Program.
5. Ongoing Administration. Authority shall be responsible for the ongoing
administration of the California HERO Program, including but not limited to producing
education plans to raise public awareness of the California HERO Program, soliciting, reviewing
and approving applications from residential and commercial property owners participating in the
California HERO Program, establishing contracts for residential, commercial and other property
owners participating in such program, establishing and collecting assessments due under the
California HERO Program, adopting and implementing any rules or regulations for the
California HERO Program, and providing reports as required by Chapter 29.
City will not be responsible for the conduct of any proceedings required to be taken under
Chapter 29; the levy or collection of assessments or any required remedial action in the case of
delinquencies in such assessment payments; or the issuance, sale or administration of any bonds
issued in connection with the California HERO Program.
6. Phased Implementation. The Parties recognize and agree that implementation of
the California HERO Program as a whole can and may be phased as additional other cities and
counties execute similar agreements. City entering into this JPA Amendment will obtain the
benefits of and incur the obligations imposed by this JPA Amendment in its jurisdictional area,
irrespective of whether cities or counties enter into similar agreements.
C. Miscellaneous Provisions.
1. Withdrawal. City or Authority may withdraw from this JPA Amendment upon six
(6) months written notice to the other party; provided, however, if there is outstanding
indebtedness of Authority within City no such withdrawl shall affect the Authority's ability to
levy assessments on outstanding voluntary assessment contracts. The provisions of Section 6.2 of
the Authority JPA shall not apply to City under this JPA Amendment. City may withdraw
approval for conduct of the California HERO Program within the jurisdictional limits of City
upon thirty (30) written notice to WRCOG without liability to the Authority or any affiliated
entity. City withdrawal shall not affect the validity of any voluntary assessment contracts (a)
entered prior to the date of such withdrawal or (b) entered into after the date of such withdrawal
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so long as the applications for such voluntary assessment contracts were submitted to and
approved by WRCOG prior to the date of City's notice of withdrawal.
2. Indemnification and _Liability. Authority agrees to accept all responsibility for loss
or damage to any person or entity, including the City, and employees, from and against any
actions, claims, damages, liabilities, disabilities, or expenses, that may be asserted by any person
or entity, including Marketplace Member, that arise out of, pertain to, or relate to the negligent
actions or willful misconduct of Authority's or its agents', employees', contractors',
subcontractors', or invitees' performance or obligations under this Agreement. Authority agrees
to provide a complete defense for any claim or action brought against City employees',
contractors', subcontractors', or invitees' that arise out of , pertain to , or relate to the negligent
actions or willful misconduct of Authority under this Agreement. Authority's obligations under
this Section apply whether or not there is concurrent negligence on the City's part, to the extent
required by law, excluding liability due to the City's conduct. City shall have the right to select
its legal counsel at Authority's expense, subject to Authority's approval, which shall not be
unreasonably withheld. This indemnification obligation is not limited in any way by any
limitation on the amount or type of damages or compensation payable to or for Authority or its
agents under workers' compensation acts, disability benefits acts, or other employee benefit acts.
3. Environmental Review. Authority shall be the lead agency under the California
Environmental Quality Act for any environmental review that may required in implementing or
administering the California HERO Program under this JPA Amendment.
4. Cooperative Effort. City shall cooperate with Authority by providing information
and other assistance in order for Authority to meet its obligations hereunder. City recognizes that
one of its responsibilities related to the California HERO Program will include any permitting or
inspection requirements as established by City.
5. Notice. Any and all communications and/or notices in connection with this JPA
Amendment shall be either hand - delivered or sent by United States first class mail, postage
prepaid, and addressed as follows:
Authority: Western Riverside Council of Governments
4080 Lemon Street, 3rd Floor. MS 1032
Riverside, CA 92501 -3609
Att: Executive Director
City: City of San Luis Obispo
990 Palm Street, Room 1
San Luis Obispo, CA 93401
Att: Katie Lichtig, City Manager
City Attorney: City of San Luis Obispo
990 Palm Street, Room 10
San Luis Obispo, CA 93401
Att: J. Christine Dietrick, City Attorney
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6. Entire Agreement. This JPA Amendment, together with the Authority JPA,
constitutes the entire agreement among the Parties pertaining to the subject matter hereof. This
JPA Amendment supersedes any and all other agreements, either oral or in writing, among the
Parties with respect to the subject matter hereof and contains all of the covenants and agreements
among them with respect to said matters, and each Party acknowledges that no representation,
inducement, promise of agreement, oral or otherwise, has been made by the other Party or
anyone acting on behalf of the other Party that is not embodied herein.
7. Successors and Assigns. This JPA Amendment and each of its covenants and
conditions shall be binding on and shall inure to the benefit of the Parties and their respective
successors and assigns. A Party may only assign or transfer its rights and obligations under this
JPA Amendment. with prior written approval of the other Party, which approval shall not be
unreasonably withheld.
8. Attorney's Fees. If any action at law or equity, including any action for
declaratory relief is brought to enforce or interpret the provisions of this Agreement, each Party
to the litigation shall bear its own attorney's fees and costs.
9. Governing Law. This JPA Amendment shall be governed by and construed in
accordance with the laws of the State of California, as applicable.
10. No Third Party Beneficiaries. This JPA Amendment shall not create any right or
interest in the public, or any member thereof, as a third party beneficiary hereof,,.nor 54411 it
authorize anyone not a Party to this JPA Amendment to maintain a suit for personal injunesror
property damages under the provisions of this JPA Amendment. The duties, obligations, and
responsibilities of the Parties to this JPA Amendment with respect to third party beneficiaries
shall remain as imposed under existing state and federal, law.
11. Severability. In the event one or more of the provisions contained in this JPA
Amendment is held invalid, illegal or unenforceable by any court of competent jurisdiction, such
portion shall be deemed severed from this JPA Amendment and the remaining parts of this JPA
Amendment shall remain in full force and effect as though such invalid, illegal, or unenforceable
portion had never been a part of this JPA Amendment.
12. Headings. The paragraph headings used in this JPA Amendment are for the
convenience of the Parties and are not intended to be used as an aid to interpretation.
13. Amendment. This JPA Amendment may be modified or amended by the Parties
at any time. Such modifications or amendments must be mutually agreed upon and executed in
writing by both Parties. Verbal modifications or amendments to this JPA Amendment shall be of
no effect.
14. Effective Date. This JPA Amendment shall become effective upon the execution
thereof by the Parties hereto.
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IN WITNESS WHEREOF, the Parties hereto have caused this JPA Amendment to be executed
and attested by their officers thereunto duly authorized as of the date first above written.
WESTERN RIVERSIDE COUNCIL OF GOVERNMENTS
I:
Executive Committee Chair
Western Riverside Council of Governments
CITY OF SAN LUIS OBISPO
By:
Title: 6T
t
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Date:
Date: 2 ^ e' f G
Date:
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