HomeMy WebLinkAbout1982-12-07; City Council; 7224; Establishing Municipal Solar UtilityN
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CIT . OF CARLSBAD - AGEND.� BILL
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DEPT. UTL
RECOMMENDED ACTION:
AN ORDINANCE ESTABLISHING
MUNICIPAL SOLAR UTILITY
DEPT. H
CITY ATTY
CITY MGR.
Council adopt Ordinance No. amending Title 18 by addition of
Chapter 18.30.030 establishing the Carlsbad Municipal Solar Utility.
ITEM EXPLANATION•
The Governor signed legislation of September 29, 1982, clarifying solar tax
credit eligibility of taxpayers leasing solar energy systems from lessors granted
a permit from a solar municipal utility established by ordinance prior to
January 1, 1983. The purpose of this ordinance is to establish eligibility
under these state laws should Council choose to implOment a solar leasing
program in the near future. The City of Oceanside established a similar program
last year and has been instrumental in establishing about 700 leases. Five
percent of the lease costs are charged by the City to offset staff costs. The
following outline is a work schedule staff would recommend:
1. Market Analysis - R&A Staff - $3-$5,000.
2. Consultant Effort to Establish Prograns - $10-$12,000.
It is expected that current staff can administer the program once the
implbmenting resolutions, model agreements, bonding requirements and billing
processes have been established. A more detailed work program will be
provided Council for their approval prior to proceeding.
FISCAL IMPACT:
None by approval of this Ordinance.
EXHIBITS:
1, v Ordinance No. Fo C%
2. K Letter from SANDAG
San Diego
ASSOCIATION OF
& ERNMEN TS
Suite 524, Security Pacific Plaza
1200 Third Avenue
San Diego, California 92101
(714) 236.5300
November 3,
� I
TO: City Managers
FROM: Steve Sachs, SANDAG Staff
SUBJECT: Municipal Solar and Conservation Utilities:
Potential Local Actions
NOV 1982
A RA�Ct.Aa
CALIF
This ietter concerns an opportunity for cities to preserve the future option for
forming a Municipal Solar and Conservation Utility (MSCU). In order for citizens
to be able to receive a 55% state solar tax credit when leasing a solar water
heater or other solar equipment through an MSCU, an MSCU ordinance must be
adopted by interested local governments by December 31, 1982. This time
requirement is contained in AB 3788 signed by Governor Brown on September 30,
1982. The California Energy Commission recommends that the local MSCU
ordinance do two things in order to qualify under AB 3788:
State an intent to establish an MSCU.
Include provisons for: issuing permits to qualified businesses; and adopting
rules and regulations for consumer protection and permitee eligibility
criteria.
The ordinance does not have to commit the city to establish an MSCU, but can
preserve the city's opportunity for allowing citizens to make use of the 55% tax
credit if an MSCU leasing program is established.
Attached to this letter is a model ordinance which your city may wish to review if
it is interested in considering an MSCU.
An informational report on the MSCU idea and the time deadline contained in
AB 3788 will be made to the SANDAG Board of Directors at its meeting on
November 15, 1982. Attachment A to this letter contains a description of the
MSCU concept which will be included in the SANDAG Board report.
Please call me at 236-5346 if you have questions about the MSCU.
N,
MEMBER AGENCIES- Cities of Carlsbad, Chula Vista, Cororado, Del Mar, El Cajon, Imperial Beach, La Mesa, Lemon Grove, National City, Oceanside,
Poway, San Diego, San Marcos, Santee and Vista • ADVISORY MEMBERS California Department of Transportation and Tijuana/Bala California Norte
AN ORDINANCE ESTABLISHING A MUNICIPAL SOLAR
UTILITY.
WHEREAS, it is the policy of the City of to
encourage and promote the use of solar energy and conservation
in order to strengthen the local economy, to gain greater energy
self-reliance, and to maintain a good quality of life for its
citizens; and
WHEREAS, recent State Legislation, Chapter 1552, Statutes
of 1982, signed by the Governor on September 29, 1982, was
enacted to clarify the solar energy tax credit eligibility of
solar energy systems; and
WHEREAS, the Legislature amended Section 17052.5 and
Section 23601 of the California Revenue and Taxation Code to
provide certain specified tax credits to taxpayers who partially
own and partially lease a solar energy system from any lessor
granted a permit from a Municipal Solar Utility established by
ordinance of the local jurisdiction prior to January 1, 1983;
and
WHEREAS, the purpose for which a Municipal Solar Utility is
created by a local government is to conduct and support programs
which promote the utilization of renewable energy and energy
conservation technologies; and
WHEREAS, the Council of The City of wishes to
implement programs through such a Municipal Solar Utility which
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would thereby make taxpayers eligible for such tax credits as an
incentive to install solar energy systems; NOW, THEREFORE,
BE IT ORDAINED, by the Council of The City of as
follows:
1. That a Municipal Solar. Utility is hereby created for
purposes of satisfying requirements contained in Section 17052.5
or Section 23601 of the California Revenue and Tax Code.
2. The Municipal Solar Utility shall be under the
direction and control of the City Manager.
3. The Manager shall present for Council approval rules
and regulations governing the activities of the Municipal Solar
Utility including a program whose primary activity will be
issuing permits to qualified solar leasing businesses, and
establishing permittee, and/or consumer protection criteria.
Such rules and regulations shall be approved by Council
resolution.
4. This ordinance shall take effect and be in force on the
thirtieth day from and after its passage.
i
ATTACHMENT A
An MSCU is not really a utility, and does not directly compete with SDG&E in
supplying natural gas and electricity to customers. However, this term has been
used in state lesiglation to describe a number of potential local government
activities which are essentially "brokerage" functions which assist private -sector
investors and local energy consumers in making transactions for solar and
conservation equipment.
In the San Diego region, the City of Oceanside has been operating an MSCU for
the past year, and the City of San Diego is considering initiating an MSCU.
Because of state legislation described below, if a city wants to take full advantage
of the energy and money -saving opportunities it can offer its citizens through an
MSCU, it must adopt an MSCU ordinance by December 31, 1982. Adopting the
ordinance will preserve the option of forming an MSCU in the future that will
allow customers who lease solar equipment to receive state solar tax credits on
the principal portion of their lease payments. Cities that are interested in
evaluating the MSCU idea for their locality should consider adopting an ordinance
prior to the December 31, 1982 state legislative deadline.
Oceanside's experience with its solar water heater leasing program over the past
year appears to demonstrate the feasibility of an MSCU:
o Attracting substantial private capital for investment in solar water heating
equipment, installation and maintenance (the interest of private investors
issue to federal investment tax credits and accelerated depreciation
benefits);
o Providing consumer protection which has credibility with customers and is
acceptable to investors (e.g., warranty, installation and maintenance
requirements backed by a performance bond);
o Reducing initial consumer costs to a level that allows households and
businesses which cannot afford to purchase solar systems to lease them;
o Saving participants energy and
o Collecting fees which cover
utility bills;
local government operational costs.
There are many alternative activiti s that an MSCU could be involved in and other
technologies besides solar water he ters that could be assisted. A city would have
the option of selecting one or any umber of these activities as appropriate for its
jurisdiction.
One of the experiences of Ocear
commercial building owners see E
program even without 55% state
system purchasers. However, sing
incentive to participate in the lei
been provided through AB 3788 si
This bill allows the 55% solar tax
lease payments if the solar equip
granted a leasing permit by an MS
prior to December 31, 1982.
.ide has been that multifamily residential and
1 advantage to the solar water heater leasing
solar tax credits that have been provided to
family households would require an additional
sing program at this time. This incentive has
;ned by the Governor on September 30, 1982.
redit to be claimed for the principal portion of
ent is leased from a company which has been
U which is established by an ordinance adopted
3.1
l
ORDINANCE NO. 8099
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
3 OF CARLSBAD, CALIFORNIA, AMENDING TITLE 18,
CHAPTER 18.30 OF THE CARLSBAD MUNICIPAL CODE,
4 BY THE ADDITION OF SECTION 18.30.030 ESTABLISHING
THE CARLSBAD MUNICIPAL SOLAR UTILITY
S WHEREAS, it is the
policy of the City Council of the
s City of Carlsbad to encourage and
promote the use of solar
7 energy and conservation -in order to strengthen the local
8 economy, to gain
greater energy self reliance, and to maintain a
9 good quality of life for its citizens; and
10 WHEREAS, recent State Leg
islation, Chapter 1552,
11 Statutes of 1982, signed by the Governor on September 29, 1982
a 12 was enacted to clarify the solar energy tax credit eligibility
°°
8 13 of solar energy systems; and
a
z o?a lnt WHEREAS, the Legislature amended Section 17052.5 and
m �0 15 Section 23601 of the California Revenue
U �
� }W and Taxation Code to
zog 16 provide certain specified tax credits to taxpayers a ers who
> 0 17 partially
a < own and partially lease a solar energy system from any lessor
' 18 granted a
permit from a municipal solar utility established by
19 ordinance of the local
jurisdiction prior to January 1, 1983;
20 and
21 WHEREAS the purpose of which a municipal solar utility 22
is created by a local. government is to conduct and support
23 programs which
promote the utilization of renewable energy and
24 energy conservation technologies;
and
25 WHERE'S the City Council of the City of Carlsad wishes
s
to implement programs through such a municipal solar utility
27 which•would thereby make taxpayers eligible for such tax credi
ts
its
as an incentive to install•solar energy systems;
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NOW, THEREFORE, the City Council of the City of
Carlsbad does ordain as follows:
SECTION 1: That Title 18, Chapter 18.30 of the
Carlsbad Municipal Code is amended by the addition of Section
18.30.030 to read as follows:
18'.30.030 Carlsbad Municipal Solar Utility.
(a) The Carlsbad Municipal Solar Utility is
established for purposes of satisfying requirements contained in
Section 17052.5 or Section 23601 of the California Revenue and
Tax Code.
(b) The Carlsbad Municipal Solar Utility shall be
under the direction and control of the City Manager.
(a) The City Council may by resolution adopt rules and
regulations governing the activities of the Carlsbad Municipal
Solar Utility including establishing a program for issuing
permits to qualified solar leasing businesses including
permittee and consumer protection requirements.
EFFECTIVE DATE: This Ordinance shall be effective
thirty days after its adoption and the City Clerk shall certify
to the adoption of this ordinance and cause it to be published
at least once in the Carlsbad Journal within fifteen days after
its adoption.
INTRODUCED AND FIRST READ at a regular meeting of the
Carlsbad City Council held on the 7th __ day of Decerber ,
19_ V , and thereafter
2.
1,
PASSED
AND ADOPTED
at a regular
meeting of said City
2
Council held on
the 21st
day of
December 1982 by
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the following vote, to wit:
4
AYES:
Council 1•7embers Casler,
Lewis, Kulchin, Chick and Prescott
5
NOES:
None
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ABSENT:
None
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CLi
MARY H�.AZ�R
Mayor
9
ATTEST
10
3.1
ALET A L. RA EN
RANI, XTY
CLERK
IMkN R. KUNMZ, Deputy CI -by Clerk
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