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12
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2018
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011618
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12
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1/11/2018 12:12:25 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
1/16/2018
DESTRUCT DATE
15Y
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2.4 Financial Policies. <br /> The PACE Provider will: <br /> 2.4.1 For programs offering residential PACE financing, be an active participant <br /> in the California Alternative Energy and Advanced Transportation <br /> Financing Authority (CAEATFA) PACE Loan Loss Reserve Program or <br /> comparable loan loss reserve program which includes at minimum the <br /> parameters outlined in Attachment 2. <br /> 2.4.2 Notify ABAG six months in advance if funding capacity available from the <br /> PACE Provider to prospective PACE customers in the Participating Entity <br /> will fall below the amount dispersed in the previous six months of <br /> operation. <br /> 2.4.3 Notify ABAG of any foreclosure action as a result of a default in the <br /> payment of a PACE assessment on property within ABAG's geographical <br /> boundaries, where the PACE assessment was originated by the PACE <br /> Provider. <br /> 2.5 Documents, Data, and Information Policies. <br /> The PACE Provider will: <br /> 2.5.1 Provide to Participating Entity (for internal evaluation purposes only and <br /> not for distribution to any third party or for marketing purposes, other <br /> than as required by law, by request of Participating Entity, electronic <br /> access to the name, business name, and California State Contractors <br /> license number of participating contractors of the PACE Provider's <br /> program whose business address is located in the requesting <br /> Participating Entity or who conduct business in the requesting <br /> Participating Entity. <br /> 2.5.2 Retain completed Residential Disclosure (hardcopy or electronic) on file <br /> for duration of assessment, and furnish to Participating Entity upon <br /> request. <br /> 2.5.3 Provide upon request either direct real time access to data or quarterly <br /> reports in an open electronic file format (such as Microsoft Excel) to <br /> Participating Entity by request for internal evaluation purposes only(and <br /> not for distribution to any third party, including, without limitation, utility <br /> companies, services providers and equipment manufacturers or for <br /> marketing purposes)that includes the following information for each <br /> assessment: <br /> a. Required data: <br /> i. Assessor's Parcel Number (APN) of the property <br /> Regional Collaborative Services Agreement for PACE Financing—ABAG and [PACE Provider] Page 5 of 15 <br />
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