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California Legislature · 2017-2018 Regular Session

SB 1087

Chaptered

PACE program: program administrators

Author: Richard Roth (D-SD31)
Latest action: Chaptered (Sep 27, 2018) Chapter 798, Statutes of 2018
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Also in: 2025-2026 (Amended Assembly) · 2023-2024 (Amended Senate) · 2021-2022 (Chaptered) · 2019-2020 (Amended Senate)

Version history

7 versions — latest: Chaptered (Sep 27, 2018)

Action history

  1. Feb 12, 2018 Introduced. Read first time. To Com. on RLS. for assignment. To print. Senate
  2. Feb 13, 2018 From printer. May be acted upon on or after March 15. Senate
  3. Feb 22, 2018 Referred to Com. on I., B. & F.I. Senate
  4. Mar 15, 2018 Re-referred to Com. on RLS. Senate
  5. Mar 15, 2018 Withdrawn from committee. Senate
  6. Mar 15, 2018 Re-referred to Com. on B. & F.I. Senate
  7. Mar 21, 2018 Set for hearing April 18. Senate
  8. Apr 19, 2018 From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0. Page 4745.) (April 18). Re-referred to Com. on APPR. Senate
  9. Apr 20, 2018 Set for hearing April 30. Senate
  10. Apr 30, 2018 April 30 hearing: Placed on APPR. suspense file. Senate
  11. May 18, 2018 Set for hearing May 25. Senate
  12. May 25, 2018 From committee: Do pass as amended. (Ayes 7. Noes 0. Page 4303.) (May 25). Senate
  13. May 25, 2018 Read second time and amended. Ordered to second reading. Senate
  14. May 29, 2018 Read second time. Ordered to third reading. Senate
  15. May 30, 2018 Read third time. Passed. (Ayes 38. Noes 0. Page 4380.) Ordered to the Assembly. Senate
  16. May 31, 2018 In Assembly. Read first time. Held at Desk. Assembly
  17. Jun 7, 2018 Referred to Coms. on L. GOV. and B. & F. Assembly
  18. Jun 12, 2018 From committee with author's amendments. Read second time and amended. Re-referred to Com. on L. GOV. Assembly
  19. Jun 21, 2018 From committee: Do pass and re-refer to Com. on B. & F. (Ayes 7. Noes 0.) (June 20). Re-referred to Com. on B. & F. Assembly
  20. Jun 26, 2018 From committee: Do pass and re-refer to Com. on APPR. (Ayes 11. Noes 0.) (June 25). Re-referred to Com. on APPR. Assembly
  21. Aug 8, 2018 August 8 set for first hearing. Placed on APPR. suspense file. Assembly
  22. Aug 16, 2018 From committee: Do pass as amended. (Ayes 12. Noes 0.) (August 16). Assembly
  23. Aug 20, 2018 Read second time and amended. Ordered to second reading. Assembly
  24. Aug 21, 2018 Read second time. Ordered to third reading. Assembly
  25. Aug 23, 2018 Ordered to third reading. Assembly
  26. Aug 23, 2018 Read third time and amended. Assembly
  27. Aug 29, 2018 Read third time. Passed. (Ayes 79. Noes 0. Page 6797.) Ordered to the Senate. Assembly
  28. Aug 29, 2018 In Senate. Concurrence in Assembly amendments pending. Senate
  29. Aug 30, 2018 Ordered to special consent calendar. Senate
  30. Aug 30, 2018 Assembly amendments concurred in. (Ayes 39. Noes 0. Page 6059.) Ordered to engrossing and enrolling. Senate
  31. Sep 10, 2018 Enrolled and presented to the Governor at 4 p.m. Governor
  32. Sep 27, 2018 Approved by the Governor. Governor
  33. Sep 27, 2018 Chaptered by Secretary of State. Chapter 798, Statutes of 2018. Secretary of State

Votes recorded

4 votes
Aug 30, 2018 · Senate Floor
Unfinished Business SB1087 Roth Concurrence
Tally
39 · 0 · 1
PASS
Democrat
26/0/0
Republican
13/0/1
Other
0/0/0
Aye (39)
Benjamin Allen (D-SD26) Toni Atkins (D-SD39) Jim Beall (D-SD15) Steven Bradford (D-SD35) Kevin De León (D-SD24) Vanessa Delgado (D-SD32) Bill Dodd (D-SD03) Cathleen Galgiani (D-SD05) Steven Glazer (D-SD07) Ed Hernandez (D-SD22) Robert Hertzberg (D-SD18) Jerry Hill (D-SD13) Ben Hueso (D-SD40) Hannah-Beth Jackson (D-SD19) Ricardo Lara (D-SD33) Connie Leyva (D-SD20) Mike McGuire (D-SD02) Holly Mitchell (D-SD30) Bill Monning (D-SD17) Richard Pan (D-SD06) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Nancy Skinner (D-SD09) Henry Stern (D-SD27) Bob Wieckowski (D-SD10) Scott Wiener (D-SD11) Joel Anderson (R-SD38) Patricia Bates (R-SD36) Anthony Cannella (R-SD12) Ling Ling Chang (R-SD29) Jean Fuller (R-SD16) Ted Gaines (R-SD01) John Moorlach (R-SD37) Mike Morrell (R-SD23) Janet Nguyen (R-SD34) Jim Nielsen (R-SD04) Jeff Stone (R-SD28) Andy Vidak (R-SD14) Scott Wilk (R-SD21)
Abstain / Other (1)
Tom Berryhill (R-SD08)
Aug 29, 2018 · Assembly Floor
SB 1087 Roth Senate Third Reading By AGUIAR-CURRY
Tally
79 · 0 · 1
PASS
Democrat
54/0/0
Republican
24/0/1
Other
1/0/0
Aye (79)
Cecilia Aguiar-Curry (D-AD04) Joaquin Arambula (D-AD31) Marc Berman (D-AD24) Richard Bloom (D-AD50) Rob Bonta (D-AD18) Autumn Burke (D-AD62) Anna Caballero (D-AD30) Ian Charles Calderon (D-AD57) Wendy Carrillo (D-AD51) Sabrina Cervantes (D-AD60) Ed Chau (D-AD49) David Chiu (D-AD17) Kansen Chu (D-AD25) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Cristina Garcia (D-AD58) Tom Daly (D-AD69) Eduardo Garcia (D-AD56) Susan Talamantes Eggman (D-AD13) Jim Frazier (D-AD11) Laura Friedman (D-AD43) Jesse Gabriel (D-AD45) Mike Gipson (D-AD64) Todd Gloria (D-AD78) Adam Gray (D-AD21) Timothy Grayson (D-AD14) Chris Holden (D-AD41) Jacqui Irwin (D-AD44) Reginald Byron Jones-Sawyer (D-AD59) Ash Kalra (D-AD27) Sydney Kamlager (D-AD54) Marc Levine (D-AD10) Monique Limón (D-AD37) Evan Low (D-AD28) Mark Stone (D-AD29) Kevin McCarty (D-AD07) Jose Medina (D-AD61) Kevin Mullin (D-AD22) Al Muratsuchi (D-AD66) Adrin Nazarian (D-AD46) Patrick O'Donnell (D-AD70) Bill Quirk (D-AD20) Sharon Quirk-Silva (D-AD65) Anthony Rendon (D-AD63) Eloise Gómez Reyes (D-AD47) Luz Rivas (D-AD39) Freddie Rodriguez (D-AD52) Blanca Rubio (D-AD48) Rudy Salas (D-AD32) Miguel Santiago (D-AD53) Tony Thurmond (D-AD15) Philip Ting (D-AD19) Shirley Weber (D-AD79) Jim Wood (D-AD02) Dante Acosta (R-AD38) Catharine Baker (R-AD16) Franklin Bigelow (R-AD05) William Brough (R-AD73) Rocky Chávez (R-AD76) Phillip Chen (R-AD55) Steven Choi (R-AD68) Jordan Cunningham (R-AD35) Brian Dahle (R-AD01) Heath Flora (R-AD12) James Gallagher (R-AD03) Matthew Harper (R-AD74) Kevin Kiley (R-AD06) Tom Lackey (R-AD36) Brian Maienschein (R-AD77) Devon Mathis (R-AD26) Chad Mayes (R-AD42) Melissa Melendez (R-AD67) Jay Obernolte (R-AD33) Jim Patterson (R-AD23) Marc Steinorth (R-AD40) Travis Allen (R-AD72) Randy Voepel (R-AD71) Marie Waldron (R-AD75) Gonzalez Fletcher
Abstain / Other (1)
Vince Fong (R-AD34)
Jun 20, 2018 · Asm Local Government
Do pass and be re-referred to the Committee on [Banking and Finance]
Tally
7 · 0 · 2
PASS
Democrat
5/0/1
Republican
2/0/1
Other
0/0/0
Aye (7)
Cecilia Aguiar-Curry (D-AD04) Richard Bloom (D-AD50) Anna Caballero (D-AD30) Jesse Gabriel (D-AD45) Luz Rivas (D-AD39) Randy Voepel (R-AD71) Marie Waldron (R-AD75)
Abstain / Other (2)
Timothy Grayson (D-AD14) Tom Lackey (R-AD36)
May 30, 2018 · Senate Floor
Senate 3rd Reading SB1087 Roth
Tally
38 · 0 · 1
PASS
Democrat
25/0/1
Republican
13/0/0
Other
0/0/0
Aye (38)
Benjamin Allen (D-SD26) Toni Atkins (D-SD39) Jim Beall (D-SD15) Steven Bradford (D-SD35) Bill Dodd (D-SD03) Cathleen Galgiani (D-SD05) Steven Glazer (D-SD07) Ed Hernandez (D-SD22) Robert Hertzberg (D-SD18) Jerry Hill (D-SD13) Ben Hueso (D-SD40) Hannah-Beth Jackson (D-SD19) Ricardo Lara (D-SD33) Connie Leyva (D-SD20) Mike McGuire (D-SD02) Holly Mitchell (D-SD30) Bill Monning (D-SD17) Josh Newman (D-SD29) Richard Pan (D-SD06) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Nancy Skinner (D-SD09) Henry Stern (D-SD27) Bob Wieckowski (D-SD10) Scott Wiener (D-SD11) Joel Anderson (R-SD38) Patricia Bates (R-SD36) Tom Berryhill (R-SD08) Anthony Cannella (R-SD12) Jean Fuller (R-SD16) Ted Gaines (R-SD01) John Moorlach (R-SD37) Mike Morrell (R-SD23) Janet Nguyen (R-SD34) Jim Nielsen (R-SD04) Jeff Stone (R-SD28) Andy Vidak (R-SD14) Scott Wilk (R-SD21)
Abstain / Other (1)
Kevin De León (D-SD24)

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention SB 1087, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

Standalone search →
Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
10/01/2018–12/31/2018 Employer Report California Low-Income Consumer Coalition California Low-Income Consumer Coalition SB 298, AB 2063, SB 1087 #2343970
10/01/2018–12/31/2018 Employer Report California News Publishers Association California News Publishers Association AB 375, 748, 2019, 2185, 2511, 2516, 2770, 2958, 3017, 3109; SB 244, 908, 947, 965, 978, 1036, 1087, 1097, 1121, 1147, 1153, 1244, 1421. #2345474
10/01/2018–12/31/2018 Employer Report ENERGY EFFICIENT EQUITY, INC. — State Legislature, SB1087, AB2063 #2333664
07/01/2018–09/30/2018 Employer Report Advanced Energy Economy Advanced Energy Economy AEE: SB 1087, AB 2063, AB 2127, AB 1796, AB 2061, SB 700, SB 100, AB 893, AB 813, SB 1339, SB 237, SB 1131, AB 2145, SB 957, SB 1016, & SB 1151; SB 350 via IRP (CPUC), Customer Choice (CPUC). SYAI: AB 813, AB 1796, AB 2063, AB 2127, AB 2145, AB 3232,SB 100, SB 237, SB 700, SB 957, SB 1000, SB 1014, SB 1016, SB 1087, SB 1131, SB 1151, SB 1339, SB 1347, SB 1434, #2309506
07/01/2018–09/30/2018 Employer Report CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS AB 1770, AB 2063, AB 2458, AB 2558, AB 2746, AB 3068, AB 3122, SB 185, SB 292, SB 465, SB 930, SB 1087, & SB 1506. #2309513
07/01/2018–09/30/2018 Employer Report CALIFORNIA CREDIT UNION LEAGUE CALIFORNIA CREDIT UNION LEAGUE AB 354, 375, 814, 1804, 1859, 2063, 2159, 2368, 2500, 2596, 2658, 2678, 2708, 2862, 2913, 3163; SB 298, 818, 930, 1055, 1087, 1121, 1201, 1412; LEGISLATURE, GOVERNOR'S OFFICE RE: GENERAL CREDIT UNION ISSUES #2317726
07/01/2018–09/30/2018 Employer Report California Efficiency + Demand Management Council California Efficiency + Demand Management Council AB 3232, 813, 1995, 2695, 386; SB 100, 782, 1087, 1088, 1110, 1131, 1339, 1380, 1399, 1477, 901; Legislature, Governor: Energy policies; California Public Utilities Commission: energy issues #2318481
07/01/2018–09/30/2018 Employer Report CALIFORNIA LAND TITLE ASSOCIATION — Support:AB 2063 (Aguiar-Curry), SB 1087 (Roth), SB 1121 (Dodd), SB 1139 (Morrell); Oppose:AB 375 (Chau), SB 465 (Jackson); Neutral: AB 1739 (Chau), AB 1765 (Quirk-Silva); Oppose Unless Amended: AB 2368 (Calderon), SB 721 (Hill); #2320580
07/01/2018–09/30/2018 Employer Report California Low-Income Consumer Coalition California Low-Income Consumer Coalition SB 298, SB 465, SB 818, SB 822, SB 1087, SB 1121, SB 1201, AB 237, AB 1526, AB 1859, AB 2063, AB 2825, AB 3207, AJR 48 #2318998
07/01/2018–09/30/2018 Employer Report CALIFORNIA MORTGAGE BANKERS ASSOCIATION CALIFORNIA MORTGAGE BANKERS ASSOCIATION AB 354, 375, 2063, 2368, 3207; SB 465, 818, 1087, 1121, 1201, 1235, 1361, 1412; Department of Business Oversight re: Property Assessed Clean Energy (PACE) Program regulations #2315778
07/01/2018–09/30/2018 Employer Report CALIFORNIA MUNICIPAL FINANCE AUTHORITY — AB 1912, 2063 SB 1087 #2305138
07/01/2018–09/30/2018 Employer Report California News Publishers Association California News Publishers Association AB 375, 748, 2019, 2185, 2511, 2516, 2770, 2958, 3017, 3109; SB 244, 908, 947, 965, 978, 1036, 1087, 1097, 1121, 1147, 1153, 1244, 1421. #2319860
07/01/2018–09/30/2018 Employer Report CALIFORNIA SOLAR ENERGY INDUSTRIES ASSOCIATION — SB 700; SB 100; SB 1087; AB 2063; AB 2068; SB 1477 #2312405
07/01/2018–09/30/2018 Employer Report CITIGROUP WASHINGTON, INC. — Legislative: AB 354, 375, 2159, 2368; SB 993, 1087, 1121, 1412 Regulatory: none #2318875
07/01/2018–09/30/2018 Employer Report CONSUMER REPORTS, INC. — Bills: SB822, SB818, SB460, SB1378, SB1121, SB1020, SB910, SB1448, SB1375, SB1001, SB818, SB1201, SB910, SB1238, SB1021, SB327, SB1087, SB1235; AB2863, AB315, AB2299, AB2499, AB2275, AB595, AB1680, AB2565, AB1526, AB1906, AB237, AB2825, AB3207, AB38, AB818 #2312572
07/01/2018–09/30/2018 Employer Report ENERGY EFFICIENT EQUITY, INC. — State Legislature, SB1087, AB2063 #2310277
07/01/2018–09/30/2018 Employer Report RENEW FINANCIAL — Lobbied the Legislature and the Governor?s office regarding AB 2063, AB 1547 and SB 465. Lobbied the Legislature, Governor?s office and the Department of Business Oversight regarding SB 1087. #2320195
07/01/2018–09/30/2018 Employer Report RENOVATE AMERICA, INC. RENOVATE AMERICA, INC. AB 2063; SB 465, 1087 #2318618
07/01/2018–09/30/2018 Employer Report WELLS FARGO & COMPANY AND ITS SUBSIDIARIES WELLS FARGO AND COMPANY AB 375, 814, 2063, 2368, 3207, 3212; SB 818, 993, 1087, 1121, 1235, 1412 #2317325
07/01/2018–09/30/2018 Employer Report YGRENE ENERGY FUND, INC. 0.00 AB 2063; SB 465, 1087 #2318055
04/01/2018–06/30/2018 Employer Report Advanced Energy Economy Advanced Energy Economy AEE: SB 1087, AB 2063, SB 1339, SB 1088, SB 1131, SB 700, SB 237. SYAI: AB 813, AB 1796, AB 2063, AB 2127, AB 2145, AB 3000, SB 100, SB 237, SB 700, SB 957, SB 1000, SB 1014, SB 1016, SB 1087, SB 1131, SB 1151, SB 1339, SB 1347, SB 1399, & SB 1434. #2269684
04/01/2018–06/30/2018 Employer Report CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS AB 1770, AB 2063, AB 2458, AB 2508, AB 2558, AB 2746, AB 3068, AB 3122, SB 1087, & SB 1506. #2269692
04/01/2018–06/30/2018 Employer Report CALIFORNIA COMMUNITY BANKING NETWORK (CCBN) INDEPENDENT COMMUNITY BANKERS OF AMERICA CALIFORNIA COMMUNITY BANKING NETWORK (CCBN)INDEPENDENT COMMUNITY BANKERS OF AMERICA AB 375, 1950; SB 298, 1055, 1087, 1121, 1412 #2276186
04/01/2018–06/30/2018 Employer Report CALIFORNIA CREDIT UNION LEAGUE CALIFORNIA CREDIT UNION LEAGUE AB 354, 375, 814, 1758, 1804, 1859, 1979, 2021, 2063, 2159, 2209, 2232, 2368, 2440, 2500, 2596, 2658, 2678, 2708, 2862, 2913, 3163, 3229, 3253; AJR 28; SB 298, 818, 827, 930, 1055, 1087, 1121, 1201, 1412; LEGISLATURE, GOVERNOR'S OFFICE RE: GENERAL CREDIT UNION ISSUES #2274208
04/01/2018–06/30/2018 Employer Report California Efficiency + Demand Management Council California Efficiency + Demand Management Council AB, 3001, 3232, 813, 1995, 2695; SB 100, 782, 1087, 1088, 1110, 1131, 1339, 1380, 1399, 1477; Legislature, Governor: energy policies; California Public Utilities Commission: energy issues #2269395
04/01/2018–06/30/2018 Employer Report CALIFORNIA LAND TITLE ASSOCIATION — Support:AB 2063 (Aguiar-Curry), AB 3041 (Cunningham), SB 1087 (Roth), SB 1139 (Morrell); Oppose:AB 375 (Chau), AB 2529 (Chu), AB 3004 (Kiley), AB 3208 (Cooper), SB 1128 (Roth); Neutral: AB 110 (Comm. on Budget), AB 166 (Salas), AB 1739 (Chau), AB 1765 (Quirk-Silva), AB 1915 (Mathis), SB 1327 (Atkins); Oppose Unless Amended: AB 2368 (Calderon), SB 721 (Hill), SB 993 (Hertzberg), SB 1284 (Jackson); #2275787
04/01/2018–06/30/2018 Employer Report California Low-Income Consumer Coalition California Low-Income Consumer Coalition SB 298, SB 818, SB 822, SB 1055, SB 1087, SB 1121, SB 1201, AB 237, AB 1526, AB 2063, AB 2825, AB 2953, AB 3010, AB 3207 #2276429
04/01/2018–06/30/2018 Employer Report CALIFORNIA MORTGAGE BANKERS ASSOCIATION CALIFORNIA MORTGAGE BANKERS ASSOCIATION AB 354, 375, 1506, 2063, 2150, 2368, 2500, 2708, 2984, 3207; SB 818, 1087, 1121, 1183, 1201, 1235, 1269, 1327, 1361, 1412; Department of Business Oversight re: Property Assessed Clean Energy (PACE) Program regulations #2276645
04/01/2018–06/30/2018 Employer Report CALIFORNIA MUNICIPAL FINANCE AUTHORITY — AB 1912, 2063 SB 840, 1087 #2265333
04/01/2018–06/30/2018 Employer Report CITIGROUP WASHINGTON, INC. — Legislative: AB 354, 375, 2159, 2368, 2571, 2708; SB 327, 993,1087, 1121, 1412 Regulatory: None #2267345
04/01/2018–06/30/2018 Employer Report CONSUMER REPORTS, INC. — Bills: SB1121, SB1255, SB910, SB1375, SB3087, SB1238, SB1245, SB1021, SB1448, SB538, SB327. SB823, SB2455, SB822, SB818, SB2984, SB1087, SB1201; AB2275, AB2063, AB2565, AB1619, AB3087, AB237, AB2579, AB2063, AB2502, AB2953, AB2472, AB2863, AB1526, AB2459, AB2110, AB2499, AB1742, AB595, AB375, AB2299, AB1906, AB2430, AB2500, AB2984, AB3010, AB3207, AB2825 #2270297
04/01/2018–06/30/2018 Employer Report ENERGY EFFICIENT EQUITY, INC. — State Legislature, SB1087, AB2063 #2271470
04/01/2018–06/30/2018 Employer Report KILOWATT FINANCIAL, LLC AND ITS AFFILIATE SPRUCE PACE, LLC — AB 2063 & SB 1087 #2263224
04/01/2018–06/30/2018 Employer Report RENEW FINANCIAL — Lobbied the Legislature and the California Department of Business Oversight regarding SB 1087 and AB 2063. Lobbied the California Department of Business Oversight regarding PACE industry regulations. Lobbied the Legislature regarding AB 1547. #2266537
04/01/2018–06/30/2018 Employer Report RENOVATE AMERICA, INC. RENOVATE AMERICA, INC. AB 2063; SB 1087 #2275814
04/01/2018–06/30/2018 Employer Report WELLS FARGO & COMPANY AND ITS SUBSIDIARIES WELLS FARGO AND COMPANY AB 375, 814, 2021, 2440, 2063, 2150, 2159, 2368, 2571, 2708, 3207, 3212; SB 397, 818, 880, 930, 993, 1087, 1121, 1201, 1235, 1398, 1412, 3207 #2276124
04/01/2018–06/30/2018 Employer Report YGRENE ENERGY FUND, INC. 0.00 AB 2063; SB 1087; GOVERNOR'S OFFICE, DEPT OF BUSINESS OVERSIGHT RE: DEPT OF BUSINESS OVERSIGHT REGULATIONS #2273419
01/01/2018–03/31/2018 Employer Report CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS AB 1253, AB 1265, AB 1770, AB 2063, AB 2260, AB 2458, AB 2558, AB 3068, AB 3122, SB 7, SB 1087, SB 1237, & SB 1506. #2234299
01/01/2018–03/31/2018 Employer Report CALIFORNIA CREDIT UNION LEAGUE CALIFORNIA CREDIT UNION LEAGUE AB 814, 1758, 1804, 1979, 2021, 2063, 2159, 2209, 2232, 2440, 2500, 2596, 2658, 2708, 2862, 2913, 3163, 3229, 3253; SB 818, 827, 930, 1055, 1087, 1121, 1201, 1379, 1412; LEGISLATURE, GOVERNOR'S OFFICE RE: GENERAL CREDIT UNION ISSUES #2240870
01/01/2018–03/31/2018 Employer Report California Efficiency + Demand Management Council California Efficiency + Demand Management Council AB 1184, 3001, 3232, 813, 1995, 2695; SB 100, 1087, 1110, 1131, 1339, 1380, 1399, 1477; Legislature, Governor, California Public Utilities Commission: energy policies #2241230
01/01/2018–03/31/2018 Employer Report CALIFORNIA ESCROW ASSOCIATION CALIFORNIA ESCROW ASSOCIATION AB 166, 1739, 2368, 3004; SB 1087 #2240607
01/01/2018–03/31/2018 Employer Report CALIFORNIA LAND TITLE ASSOCIATION — Support: AB 2368 (Calderon), SB 1139 (Morrell), SB 1087 (Roth), AB 3041 (Cunningham); Neutral: AB 166 (Salas), AB 1739 (Chau), AB 1765 (Quirk-Silva), SB 838 (Hertzberg), SB 1327 (Atkins); Oppose Unless Amended: SB 721 (Hill); Oppose: AB 3004 (Kiley), SB 1128 (Roth), SB 818 (Beall), AB 3208 (Cooper), AB 2529 (Chu) #2241787
01/01/2018–03/31/2018 Employer Report CALIFORNIA MORTGAGE BANKERS ASSOCIATION CALIFORNIA MORTGAGE BANKERS ASSOCIATION AB 1506, 2063, 2150, 2368, 2500, 2708, 2984; SB 818, 1087, 1183, 1201, 1235, 1269, 1327, 1412; California Dept. of Justice re: Proposed Electronic Recording Delivery System Regulations; Department of Business Oversight re: Property Assessed Clean Energy (PACE) Program regulations #2242933
01/01/2018–03/31/2018 Employer Report CITIGROUP WASHINGTON, INC. — Legislative: AB 889, 2368, 2571, 2708; SB 327, 993,1087, 1121 1412; Legislature re: privacy issues Regulatory: none #2238480
01/01/2018–03/31/2018 Employer Report ENERGY EFFICIENT EQUITY, INC. — State Legislature, SB1087, AB2063 #2240384
01/01/2018–03/31/2018 Employer Report RENEW FINANCIAL — Lobbied the Legislature regarding AB 2063, SB 1087. Lobbied the Department of Business Oversight regarding PACE regulations. #2241238
01/01/2018–03/31/2018 Employer Report RENOVATE AMERICA, INC. RENOVATE AMERICA, INC. AB 2063; SB 1087 #2241261
01/01/2018–03/31/2018 Employer Report WELLS FARGO & COMPANY AND ITS SUBSIDIARIES WELLS FARGO AND COMPANY AB 814, 2021, 2063, 2150, 2159, 2368, 2440, 2571, 2708; SB 818, 930, 1087, 1201, 1235, 1398, 1412 #2241287
01/01/2018–03/31/2018 Employer Report YGRENE ENERGY FUND, INC. 0.00 SB 1087; GOVERNOR'S OFFICE, DEPT OF BUSINESS OVERSIGHT RE: AB 1284 IMPLEMENTATION #2240719
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
10/01/2018–12/31/2018 Firm Activity (payments) California News Publishers Association C.N.P.A. Services, Inc. $32,303 $0 $32,303 $239,042 AB 375, 748, 2019, 2185, 2511, 2516, 2770, 2958, 3017, 3109; SB 244, 908, 947, 965, 978, 1036, 1087, 1097, 1121, 1147, 1153, 1244, 1421. #2345454
10/01/2018–12/31/2018 Firm Activity (payments) Energy Efficient Equity Inc. BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS INC. $15,000 $0 $15,000 $126,693 State Legislature, SB1087, AB2063 #2333672
10/01/2018–12/31/2018 Firm Activity (payments) PLATINUM ADVISORS, LLC obo YGRENE SLOAT HIGGINS JENSEN AND ASSOCIATES, LLC $60,000 $0 $60,000 $176,669 AB 2063; SB 465, 1087; DEPT OF BUSINESS OVERSIGHT RE: LICENSING #2350072
10/01/2018–12/31/2018 Employer Payments to Firms Ronald E. Coleman & Associates California Low-Income Consumer Coalition $9,000 $0 $9,000 $36,000 SB 298, AB 2063, SB 1087 #2343970
10/01/2018–12/31/2018 Firm Activity (payments) YGRENE ENERGY FUND, INC. PLATINUM ADVISORS, LLC $80,000 $0 $80,000 $671,025 AB 2063; SB 465, 1087; DEPT OF BUSINESS OVERSIGHT RE: LICENSING #2346194
07/01/2018–09/30/2018 Firm Activity (payments) Advanced Energy Economy SHAW / YODER / ANTWIH, INC. $13,500 $0 $13,500 $116,387 AB 813, AB 1796, AB 2063, AB 2127, AB 2145, AB 3232,SB 100, SB 237, SB 700, SB 957, SB 1000, SB 1014, SB 1016, SB 1087, SB 1131, SB 1151, SB 1339, SB 1347, & SB 1434. #2309571
07/01/2018–09/30/2018 Firm Activity (payments) CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS SHAW / YODER / ANTWIH, INC. $18,000 $16,646 $34,646 $122,132 AB 1770, AB 2063, AB 2458, AB 2558, AB 2746, AB 3068, AB 3122, SB 185, SB 292, SB 465, SB 930, SB 1087, & SB 1506. #2309571
07/01/2018–09/30/2018 Firm Activity (payments) CALIFORNIA CREDIT UNION LEAGUE McHUGH, KOEPKE & ASSOCIATES $20,600 $0 $20,600 $144,239 AB 375, AB 814, AB 2063, AB 2159, AB 2500, AB 2708, AB 2862, SB 818, SB 930, SB 1055, SB 1087, SB 1121, SB 1201, SB 1412 The Legislature and Administration re: General credit union issues #2308479
07/01/2018–09/30/2018 Firm Activity (payments) California Efficiency + Demand Management Council Niemela, Pappas and Associates $20,700 $0 $20,700 $145,600 AB 3232, 813, 1995, 2695, 386; SB 100, 782, 1087, 1088, 1110, 1131, 1339, 1380, 1399, 1477, 901; Legislature, Governor, California Public Utilities Commission: Energy policies #2318513
07/01/2018–09/30/2018 Firm Activity (payments) CALIFORNIA MORTGAGE BANKERS ASSOCIATION KP PUBLIC AFFAIRS $30,000 $198 $30,198 $318,794 AB 354, 375, 2063, 2368, 3207; SB 465, 818, 1087, 1121, 1201, 1235, 1361, 1412; Department of Business Oversight re: Property Assessed Clean Energy (PACE) Program regulations #2320159
07/01/2018–09/30/2018 Firm Activity (payments) California Municipal Finance Authority GONSALVES & SON, JOE A. $15,000 $0 $15,000 $105,000 AB 1912, 2063 SB 1087 #2315208
07/01/2018–09/30/2018 Firm Activity (payments) California News Publishers Association C.N.P.A. Services, Inc. $29,009 $0 $29,009 $206,739 AB 375, 748, 2019, 2185, 2511, 2516, 2770, 2958, 3017, 3109; SB 244, 908, 947, 965, 978, 1036, 1087, 1097, 1121, 1147, 1153, 1244, 1421. #2319796
07/01/2018–09/30/2018 Firm Activity (payments) California Solar Energy Industries Association CALIFORNIA ADVISORS, LLC $30,000 $140 $30,140 $207,354 SB 700; SB 100; SB 1087; AB 2063; AB 2068; SB 1477 #2317190
07/01/2018–09/30/2018 Firm Activity (payments) CITIGROUP WASHINGTON, INC. KP PUBLIC AFFAIRS $75,000 $0 $75,000 $531,625 AB 354, 375, 2159, 2368; SB 993, 1087, 1121, 1412 #2320159
07/01/2018–09/30/2018 Firm Activity (payments) CleanFund Commercial PACE Capital, Inc. SMITH, WATTS & HARTMANN $12,000 $0 $12,000 $18,000 Governor's Office, Legislature Bills: AB 2063, SB 1087 #2314425
07/01/2018–09/30/2018 Firm Activity (payments) Energy Efficient Equity Inc. BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS INC. $15,000 $0 $15,000 $111,693 State Legislature, SB1087, AB2063 #2310371
07/01/2018–09/30/2018 Firm Activity (payments) PLATINUM ADVISORS, LLC obo YGRENE SLOAT HIGGINS JENSEN AND ASSOCIATES, LLC $0 $0 $0 $116,669 AB 2063; SB 465, 1087 #2320554
07/01/2018–09/30/2018 Firm Activity (payments) Renew Financial CAPITOL ADVOCACY, LLC $60,000 $0 $60,000 $81,973 Lobbied the Legislature and the Governors office regarding AB 2063, AB 1547 and SB 465. Lobbied the Legislature, Governors office and the Department of Business Oversight regarding SB 1087. #2320201
07/01/2018–09/30/2018 Employer Payments to Firms Ronald E. Coleman & Associates California Low-Income Consumer Coalition $6,000 $0 $6,000 $27,000 SB 298, SB 465, SB 818, SB 822, SB 1087, SB 1121, SB 1201, AB 237, AB 1526, AB 1859, AB 2063, AB 2825, AB 3207, AJR 48 #2318998
07/01/2018–09/30/2018 Firm Activity (payments) YGRENE ENERGY FUND, INC. PLATINUM ADVISORS, LLC $105,000 $300 $105,300 $591,025 AB 2063; SB 465, 1087 #2319088
04/01/2018–06/30/2018 Firm Activity (payments) Advanced Energy Economy SHAW / YODER / ANTWIH, INC. $14,000 $0 $14,000 $102,887 AB 813, AB 1796, AB 2063, AB 2127, AB 2145, AB 3000, SB 100, SB 237, SB 700, SB 957, SB 1000, SB 1014, SB 1016, SB 1087, SB 1131, SB 1151, SB 1339, SB 1347, SB 1399, & SB 1434. #2269683
04/01/2018–06/30/2018 Firm Activity (payments) CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS SHAW / YODER / ANTWIH, INC. $13,325 $770 $14,095 $87,486 AB 1770, AB 2063, AB 2458, AB 2508, AB 2558, AB 2746, AB 3068, AB 3122, SB 1087, & SB 1506. #2269683
04/01/2018–06/30/2018 Firm Activity (payments) California Community Banking Network (CCBN) Independent Community Bankers of America CAPITOL ADVOCACY, LLC $16,000 $0 $16,000 $120,000 Lobbied the Legislature regarding AB 375, AB 1950, SB 1055, SB 1087, SB 1412, SB 1121 and SB 298. #2275786
04/01/2018–06/30/2018 Firm Activity (payments) CALIFORNIA CREDIT UNION LEAGUE McHUGH, KOEPKE & ASSOCIATES $20,600 $0 $20,600 $123,639 AB 375, AB 814, AB 2063, AB 2159, AB 2500, AB 2708, AB 2862, SB 818, SB 930, SB 1055, SB 1087, SB 1121, SB 1201, SB 1412 The Legislature and Administration re: General credit union issues #2271075
04/01/2018–06/30/2018 Firm Activity (payments) California Efficiency + Demand Management Council Niemela, Pappas and Associates $27,600 $362 $27,962 $124,900 AB, 3001, 3232, 813, 1995, 2695; SB 100, 782, 1087, 1088, 1110, 1131, 1339, 1380, 1399, 1477; Legislature, Governor: energy policies; California Public Utilities Commission: energy issues #2269368
04/01/2018–06/30/2018 Firm Activity (payments) CALIFORNIA LAND TITLE ASSOCIATION PUBLIC POLICY ADVOCATES, LLC $25,000 $32 $25,032 $150,778 AB 166, 110, 375, 1739, 1765, 1915, 2368, 3004; SB 721, 1087, 1128, 1139, 1327 #2274247
04/01/2018–06/30/2018 Firm Activity (payments) California Municipal Finance Authority GONSALVES & SON, JOE A. $10,000 $0 $10,000 $90,000 AB 1912, 2063 SB 840, 1087 #2275046
04/01/2018–06/30/2018 Firm Activity (payments) CITIGROUP WASHINGTON, INC. KP PUBLIC AFFAIRS $75,000 $0 $75,000 $456,625 AB 354, 375, 2159, 2368, 2571, 2708; SB 327, 993,1087, 1121, 1412 #2276605
04/01/2018–06/30/2018 Firm Activity (payments) East Bay Community Law Center COLEMAN & ASSOCIATES, RONALD E. $9,000 $0 $9,000 $18,000 Dept. of Business Oversight, SB 298, AB 1526, AB 2500, SB 818, 2063, SB 1087, SB 823, AB 2825, AB 1974, SB 1201, AB 2953, AB 3010, AB 1767, AB 237, AB 1895, AB 2984, AB 3207, SB 822 #2272556
04/01/2018–06/30/2018 Firm Activity (payments) Energy Efficient Equity Inc. BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS INC. $15,000 $0 $15,000 $96,693 State Legislature, SB1087, AB2063 #2271503
04/01/2018–06/30/2018 Firm Activity (payments) Kilowatt Financial, LLC & its affiliate Spruce PACE, LLC LIVAICH COMMUNITY ENGAGEMENT, LLC $35,000 $0 $35,000 $35,000 SB 1087 & AB 2063 #2263191
04/01/2018–06/30/2018 Firm Activity (payments) PLATINUM ADVISORS, LLC obo YGRENE SLOAT HIGGINS JENSEN AND ASSOCIATES, LLC $0 $0 $0 $116,669 AB 2063; SB 1087 #2274129
04/01/2018–06/30/2018 Employer Payments to Firms Ronald E. Coleman & Associates California Low-Income Consumer Coalition $9,000 $0 $9,000 $21,000 SB 298, SB 818, SB 822, SB 1055, SB 1087, SB 1121, SB 1201, AB 237, AB 1526, AB 2063, AB 2825, AB 2953, AB 3010, AB 3207 #2276429
04/01/2018–06/30/2018 Firm Activity (payments) YGRENE ENERGY FUND, INC. PLATINUM ADVISORS, LLC $30,000 $0 $30,000 $485,725 AB 2063; SB 1087; DEPT OF BUSINESS OVERSIGHT, GOVERNOR'S OFFICE RE: DEPT OF BUSINESS OVERSIGHT REGULATIONS #2273368
01/01/2018–03/31/2018 Firm Activity (payments) CALIFORNIA ASSOCIATION OF COUNTY TREASURERS & TAX COLLECTORS SHAW / YODER / ANTWIH, INC. $13,325 $457 $13,782 $73,391 AB 1253, AB 1265, AB 1770, AB 2063, AB 2260, AB 2458, AB 2558, AB 3068, AB 3122, SB 7, SB 1087, SB 1237, & SB 1506. #2239760
01/01/2018–03/31/2018 Firm Activity (payments) CALIFORNIA CREDIT UNION LEAGUE McHUGH, KOEPKE & ASSOCIATES $20,600 $0 $20,600 $103,039 AB 814, AB 2063, AB 2159, AB 2500, AB 2708, AB 2862, SB 818, SB 930, SB 1055, SB 1087, SB 1121, SB 1201, SB 1412 The Legislature and Administration re: General credit union issues #2239092
01/01/2018–03/31/2018 Firm Activity (payments) California Efficiency + Demand Management Council Niemela, Pappas and Associates $13,800 $0 $13,800 $96,938 AB 1184, 3001, 3232, 813, 1995, 2695; SB 100, 1087, 1110, 1131, 1339, 1380, 1399, 1477; Legislature, Governor: energy policies; California Public Utilities Commission: energy issues #2241170
01/01/2018–03/31/2018 Firm Activity (payments) CALIFORNIA ESCROW ASSOCIATION CALIFORNIA ADVOCATES, INC. $11,250 $0 $11,250 $56,250 ABs 166, 1739, 2368, 3004; SB 1087 #2240563
01/01/2018–03/31/2018 Firm Activity (payments) CITIGROUP WASHINGTON, INC. KP PUBLIC AFFAIRS $75,000 $1,002 $76,002 $381,625 AB 889, 2368, 2571, 2708; SB 327, 993,1087, 1121 1412; Legislature re: privacy issues #2243055
01/01/2018–03/31/2018 Firm Activity (payments) East Bay Community Law Center COLEMAN & ASSOCIATES, RONALD E. $9,000 $0 $9,000 $9,000 Dept. of Business Oversight, SB 298, AB 1526, AB 2500, SB 818, AB 2063, SB 1087, AB 608, AB 1859, SB 823, AB 2825, AB 1974, SB 1201, AB 2953, AB 3010, AB 1767, AB 1895, SB 822, AB 2984, AB 3207, AB 21 #2237444
01/01/2018–03/31/2018 Firm Activity (payments) Energy Efficient Equity Inc. BALANCE PUBLIC RELATIONS & STRATEGIC SOLUTIONS INC. $20,000 $1,693 $21,693 $81,693 State Legislature, SB1087, AB2063 #2240418
01/01/2018–03/31/2018 Firm Activity (payments) PLATINUM ADVISORS, LLC obo YGRENE SLOAT HIGGINS JENSEN AND ASSOCIATES, LLC $28,573 $0 $28,573 $116,669 AB 2036; SB 1087 #2241946
01/01/2018–03/31/2018 Firm Activity (payments) Renew Financial CAPITOL ADVOCACY, LLC $0 $0 $0 $0 Lobbied the Legislature regarding AB 2063, SB 1087. Lobbied the Department of Business Oversight regarding PACE regulations. #2242292
01/01/2018–03/31/2018 Firm Activity (payments) YGRENE ENERGY FUND, INC. PLATINUM ADVISORS, LLC $45,000 $150 $45,150 $455,725 SB 1087; DEPT OF BUSINESS OVERSIGHT, GOVERNOR'S OFFICE RE: AB 1284 IMPLEMENTATION #2240598