Capital Provider Questionnaire

NJPACE Qualified Investor Questionnaire

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New Jersey PACE is seeking qualified capital providers interested in structuring and underwriting NJPACE financing, including project investors, "assessment certificate" buyers, and tax equity investors. This will help us understand your interests and requirements for financing specific projects, purchasing Assessment Certificates, pooling or syndicating Assessment Certificates, or otherwise supporting the industry.

The information provided here, unless otherwise specified, will be used to link investors, property owners and contractors to develop well-structured transactions for qualified energy efficiency and renewable energy projects sourced through NJPACE in commercial, industrial, institutional, and multifamily buildings.

Our role in enabling an open market for NJPACE financing includes:

Designing and administering technical and financing guidelines on behalf of participating municipalities
Sourcing and responding to project proposals that arise through NJPACE outreach and initiatives
Assisting commercial and industrial property owners in developing eligible projects
Providing opportunities for tax equity investor participation

NJPACE will not provide exclusivity to investors. Property owners retain the right to choose the type and provider of financing that works best for them. Because the NJPACE program will be an open market, whether or not a capital provider is selected through this questionnaire to be eligible to respond to NJPACE-sourced projects, any qualified investor will be able to source their own NJPACE projects and submit them for our approval.

All information submitted here will be treated as confidential. Qualified capital providers may be listed, along with their publicly-available information, on our web sites, and may create their own entries on our Alliance site.

Person submitting this form:

Phone:

Email:

Required company information

Company name:

Corporate phone:

Fax:

Legal Address:

Web site:

Chief Financial Officer:

Phone

Email:

Investment interests

Type of Investor (check all that apply)

Project funderPACE Certificate BuyerTax Equity InvestorOtherSelect "Project funder" if you provide construction or installation financing only or in addition to long-term financing. Investors seeking only registered assessments on completed projects are considered "certificate buyers."

If other, please specify:

Provide further information on your investment interests, if any:

Qualifying information

Please specify the principal regulator of your entity or institution:

OCCFDICFederal ReserveSECState of NJOtherNone

If Other, please specify:

If not a regulated firm or financial institution, please provide evidence that you are or represent an Accredited Investor:

Further background on your firm or institution (including years in business, total assets under management, etc.) that demonstrate capabilities to finance PACE projects in New Jersey:

List personnel (name, phone, email) that may be involved in these transactions:

Estimated amount of capital your firm is willing to provide in the NJPACE marketplace:

Minimum project size

Maximum project size

Specific requirements (if any, otherwise type "None"):

Optional Additional Information

Summary description of EE and renewable energy financing products offered, and their structure. Please indicate if your institution currently provides financing for PACE programs or projects:

Any examples (structure, types of entities involved, process, and terms) of EE and renewable energy financing done by your institution. This information will be kept confidential.

Typical interest rates and fee structures:

Origination procedures, including turnaround time:

Finance servicing procedures:

ATTESTATIONS:

Failure to answer "Yes" to any of the questions below may disqualify you from participating in NJPACE financing:

I understand than New Jersey PACE may charge a financing fee of 1%, capitalized and payable by the Investor on closing, and I agree to include this fee:

Yes

I agree to provide additional evidence of compliance with applicable regulations and licensing via email to finance@newjerseypace.org.

Yes

I understand that neither New Jersey PACE nor any of its affiliates, associates, or trade allies is required to provide me with projects or opportunities as a result of submitting this information:

Yes

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NJPACE Qualified Investor Questionnaire

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