Res No 244-13-14062RESOLUTION NO. 244 -13 -14062
A Resolution removing the City of South Miami's support of the
residential component of the PACE program.
WHEREAS, the City of South Miami adopted Resolution No. 24 -10- 13058, dated
January 26, 2010, supporting the Green Corridor District legislation, which is a PACE
program; and
WHEREAS, the City of South Miami adopted Resolution No. 145 -11- 13459,
dated September 6, 2011, in which the City Commission entered into an agreement with
other municipalities in order to provide for the upfront financing for qualifying
improvements as provided for in Section 163.08, Florida Statutes; and
WHEREAS, the City adopted Resolution No. 149 -12 -13706 authorizing the City
Manager to execute the amended and restated Inter -local Agreement between the City
of South Miami, the Town of Cutler Bay, Village of Palmetto Bay, Village of Pinecrest,
Miami Shores Village, the City of Coral Gables and the City of Miami, relating to the
Green Corridor Property Assessment Clean Energy (PACE) District; and
WHEREAS, placing a PACE residential loan on a residential property may place
residential property owners in default on their existing FNMA, FHLMC or FHA financing;
and
WHEREAS, PACE residential financing places residential property owners at a
disadvantage regarding acquiring readily available home financing from established real
estate financing markets; and
WHEREAS, placing a PACE residential loan on a residential property may limit
the ability to sell residential property only to buyers not seeking FNMA, FHLMC or FHA
loans; and
WHEREAS, the financing made available to residential homeowners by PACE
may not represent the lowest cost financing option to our City's residential homeowners;
and
WHEREAS, Green Energy Corridor misrepresents the City's control of funds,
and relationships with home contractors and subcontractors, giving the impression that
the City has vetted and approves of them; and
WHEREAS, the Green Corridor advertising gives the appearance that the City of
South Miami endorses the contractors and subcontractors recommended by them; and
WHEREAS, the City of Miami and The City of Coral Gables do not presently offer
PACE financing to their residential homes; and
Page 1 of 2
Res. No. 244 -13 -14062
WHEREAS, the City Commission finds that this resolution is in the best interest
and welfare of the residents of the City; and
WHEREAS, the City as a member of the District has complete control over the
administration and implementation of their own PACE program which includes the ability
to review and improve program documents, marketing strategies, and determining
eligible property types and improvements.
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA THAT:
Section 1. All involvement relating to the Green Corridor Property Assessment
Clean Energy (PACE) District Inter -local Agreement shall exclude residential properties
in the City of South Miami.. for a period of three months pending further review.
Section 2. The City Attorney shall advise the members of the governing board,
per the Inter -local agreement, informing them of this action.
Section 3. Severability. If any section clause, sentence, or phrase of this
resolution is for any reason held invalid or unconstitutional by a court of competent
jurisdiction, the holding shall not affect the validity of the remaining portions of this
resolution.
Section 4. Effective Date. This resolution shall become effective immediately
upon adoption by vote of the City Commission.
PASSED AND ADOPTED this 5t" day of November, 2013.
ATTEST: APPROVED:
4A �uu
CITY CLERK MA OR
READ A�NB APPROVED AS TO FORM, COMMISSION VOTE: 5 -0
MNIG GE, LEGAL T Mayor Stoddard: Yea
01V THER F Vice Mayor Liebman: Yea
Commissioner Newman: Yea
Commissioner Harris: Yea
CITY TTO NEB' Y Commissioner Welsh: Yea
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FEDERAL HOUSING FINANCE AGENCY
STATEMENT
For Immediate Release Contact: Corinne Russell (202) 414 -6921
July 6, 2010 Stefanie Mullin (202) 414 -6376
FHFA Statement on Certain Energy
Retrofit Loan Programs
After careful review and over a year of working with federal and state government agencies, the
Federal Housing Finance Agency (FHFA) has determined that certain energy retrofit lending
programs present significant safety and soundness concerns that must be addressed by Fannie
Mae, Freddie Mac and the Federal Home Loan Banks. Specifically, programs denominated as
Property Assessed Clean Energy (PACE) seek to foster lending for retrofits of residential or
commercial properties through a county or city's tax assessment regime. Under most of these
programs, such loans acquire a priority lien over existing mortgages, though certain states have
chosen not to adopt such priority positions for their loans.
First liens established by PACE loans are unlike routine tax assessments and pose unusual and
difficult risk management challenges for lenders, servicers and mortgage securities investors.
The size and duration of PACE loans exceed typical local tax programs and do not have the
traditional community benefits associated with taxing initiatives.
FHFA urged state and local governments to reconsider these programs and continues to call for
a pause in such programs so concerns can be addressed. First liens for such loans represent a
key alteration of traditional mortgage lending practice. They present significant risk to lenders
and secondary market entities, may alter valuations for mortgage- backed securities and are not
essential for successful programs to spur energy conservation.
While the first lien position offered in most PACE programs minimizes credit risk for investors
funding the programs, it alters traditional lending priorities. Underwriting for PACE programs
results in collateral -based lending rather than lending based upon ability -to -pay, the absence of
Truth -in- Lending Act and other consumer protections, and uncertainty as to whether the home
improvements actually produce meaningful reductions in energy consumption.
Efforts are just underway to develop underwriting and consumer protection standards as well
as energy retrofit standards that are critical for homeowners and lenders to understand the
risks and rewards of any energy retrofit lending program. However, first liens that disrupt a
fragile housing finance market and long - standing lending priorities, the absence of robust
underwriting standards to protect homeowners and the lack of energy retrofit standards to
assist homeowners, appraisers, inspectors and lenders determine the value of retrofit products
combine to raise safety and soundness concerns.
On May 5, 2010, Fannie Mae and Freddie Mac alerted their seller- servicers to gain an
understanding of whether there are existing or prospective PACE or PACE -like programs in
jurisdictions where they do business, to be aware that programs with first liens run contrary to
the Fannie Mae - Freddie Mac Uniform Security Instrument and that the Enterprises would
provide additional guidance should the programs move beyond the experimental stage. Those
lender letters remain in effect.
Today, FHFA is directing Fannie Mae, Freddie Mac and the Federal Home Loan Banks to
undertake the following prudential actions:
i. For any homeowner who obtained a PACE or PACE -like loan with a priority first lien
prior to this date, FHFA is directing Fannie Mae and Freddie Mac to waive
their Uniform Security Instrument prohibitions against such senior liens.
2. In addressing PACE programs with first liens, Fannie Mae and Freddie Mae should
undertake actions that protect their safe and sound operations. These include, but are
not limited to:
- Adjusting loan -to -value ratios to reflect the maximum permissible PACE loan
amount available to borrowers in PACE jurisdictions;
- Ensuring that loan covenants require approval /consent for any PACE loan;
- Tightening borrower debt -to- income ratios to account for additional obligations
associated with possible future PACE loans;
- Ensuring that mortgages on properties in a jurisdiction offering PACE -like programs
satisfy all applicable federal and state lending regulations and guidance.
Fannie Mae and Freddie Mac should issue additional guidance as needed.
3. The Federal Home Loan Banks are directed to review their collateral policies in order to
assure that pledged collateral is not adversely affected by energy retrofit programs that
include first liens.
Nothing in this Statement affects the normal underwriting programs of the regulated entities or
their dealings with PACE programs that do not have a senior lien priority. Further, nothing in
these directions to the regulated entities affects in any way underwriting related to traditional
tax programs, but is focused solely on senior lien PACE lending initiatives.
FHFA recognizes that PACE and PACE -like programs pose additional lending challenges, but
also represent serious efforts to reduce energy consumption. FHFA remains committed to
working with federal, state, and local government agencies to develop and implement energy
retrofit lending programs with appropriate underwriting guidelines and consumer protection
standards. FHFA will also continue to encourage the establishment of energy efficiency
standards to support such programs.
The Federal Housing Finance Agency regulates Fannie Mae, Freddie Mac and the 12 Federal Home. Loan Banks.
These government- sponsored enterprises provide more than $5.9 trillion in funding for the U.S. mortgage markets
and financial institutions.
Breaking News: PACE Dies in the Ninth
Circuit
The West Coast PACE litigation party appears to have ended. After favorable rulings from the
California Northern District Court for PACE backers, the Ninth Circuit today dismissed the case
outright.
As background, Property Assessed Clean Energy (PACE) programs allow municipal
governments to finance residential and commercial energy improvements, with property owners
repaying the governments via property tax assessments. The program was just taking off in states
across the country when in 2010 the Federal Housing Finance Agency (FHFA) decided to stop
insuring residential mortgages on properties with PACE assessments (commercial properties
were unaffected).
Lots of lawsuits were filed, but the West Coast version went the farthest. Judge Claudia Wilken
ordered FHFA in 2012 to begin a rule - making process to justify the agency's action, although
she allowed the present policy to stay in place (Jayni wrote about Berkeley Law's comments
submitted in this process).
Today the Ninth Circuit ruled that the courts have no jurisdiction to interfere with FHFA's
decision because the agency acted as a "conservator" of Fannie and Freddie, rather than as a
regulator. The conservator role has been well established in the context of the FDIC and private
banks, but not for FHFA and Freddie and Frannie, which are government- sponsored entities.
Plaintiffs had argued that 1) FHFA never invoked the "conservator" role when they issued the
original 2010 policy directives and that 2) the agency's PACE policy involved substantive
regulations not fit for the more limited statutory powers of a conservator. The court disagreed,
finding that the policy was meant to shield taxpayers from liability over losses from foreclosed
homes: in the event of a foreclosure, municipal governments would get paid back on their PACE
assessments before Fannie and Freddie.
This ruling has the unfortunate outcome of hindering an important municipal financing program
for residential properties that will benefit the environment and economy (reduced utility bills and
residential construction/retrofit jobs). And the scope of the conservator role, as the ninth circuit
has now defined it (and as the Second and Eleventh Circuits also ruled in their PACE cases),
allows FHFA to make almost any decision it wants without public input or judicial review, as
long as FHFA can document that the policy saves the agency money and therefore fits its role as
a "conservator."
The immediate question for PACE backers will be whether of not FHFA continues its rule -
making process that began in 2012 in response to the now - dismissed lawsuit. Legally, it can now
abandon that effort, but it may be more difficult politically to do so. Otherwise, PACE backers
will either have to hope for congressional action to overturn the FHFA policy or for the Obama
Administration to make a change at FHFA. Either option would be welcome, given this decision
today.