(a) For each PACE program that it administers, a program administrator shall submit a report to the public agency no later than February 1 for the activity that occurred between July 1st through December 31st of the previous year, and another report no later than August 1 for the activity that occurred between January 1st through June 30th of that year. Those reports shall contain the following information, along with all methodologies and supporting assumptions or sources relied upon in preparing the report:
(1) The number of PACE assessments funded, by city, county, and ZIP Code.
(2) The aggregate dollar amount of PACE assessments funded, by city, county, and ZIP Code.
(3) The average dollar amount of PACE assessments funded, by city, county, and ZIP Code.
(4) The categories of installed efficiency improvements whether energy or water efficiency, renewable energy, wildfire safety improvements, or seismic improvements, and the percentage of PACE assessments represented by each category type, on a number and dollar basis, by city, county, and ZIP Code.
(5) The definition of default used by the program administrator.
(6) For each delinquent assessment:
(A) The total delinquent amount.
(B) The number and dates of missed payments.
(C) ZIP Code, city, and county in which the underlying property is located.
(7) For each defaulted assessment:
(A) The total defaulted amount.
(B) The number and dates of missed payments.
(C) ZIP Code, city, and county in which the underlying property is located.
(D) The percentage the defaults represent of the total assessments within each ZIP Code.
(E) The total number of parcels defaulted and the number of years in default for each property.
(8) The estimated total amount of energy saved, and the estimated total dollar amount of those savings by property owners by the efficiency improvements installed in the calendar year, by city, county, and ZIP Code. In addition, the report shall state the total number of energy savings improvements, and number of improvements installed that are qualified for the Energy Star program of the United States Environmental Protection Agency, including the overall average efficiency rating of installed units for each product type.
(9) The estimated total amount of renewable energy produced by the efficiency improvements installed in the calendar year, by city, county, and ZIP Code. In addition, the report shall state the total number of renewable energy installations, including the average and median system size.
(10) The estimated total amount of water saved, and the estimated total dollar amount of such savings by property owners, by city, county, and ZIP Code. In addition, the report shall state the total number of water savings improvements, the number of efficiency improvements that are qualified for the WaterSense program of the United States Environmental Protection Agency, including the overall average efficiency rating of installed units for each product type.
(11) The estimated amount of greenhouse gas emissions reductions.
(12) The estimated number of jobs created.
(13) The average and median amount of annual and total PACE assessments based on ZIP Code, by city, county, and ZIP Code.
(14) The number and percentage of homeowners over 60 years old by city, county, and ZIP Code.
(b) All reports submitted pursuant to this section shall include only aggregate data, and shall not include any nonpublic personal information.
(c) A public agency that receives a report pursuant to this section shall make the data publicly available on its internet website.
(d) This section does not limit another governmental or regulatory entity from establishing reporting requirements.
(e) This section shall remain in effect only until January 1, 2029, and as of that date is repealed.
(Amended (as amended by Stats. 2018, Ch. 837, Sec. 17) by Stats. 2019, Ch. 497, Sec. 265. (AB 991) Effective January 1, 2020. Repealed as of January 1, 2029, by its own provisions. See later operative version added by Stats. 2018, Ch. 837)