California Code of Regulations › Title 4 - Business Regulations › Division 13 - California Alternative Energy and Advanced Transportation Financing Authority › Article 7 - Gogreen Affordable Multifamily Energy Financing Program › Section 10093.2 - Finance or Service Entity Enrollment

Current through Register 2024 Notice Reg. No. 28, July 12, 2024
(a)
				Descriptions of Finance or Service Entity Applicant and Entity Program Roles
(1) The "Primary Finance or Service Entity
				Applicant" is the financing company that is applying to the Program for
				enrollment as a Finance or Service Entity and includes any business
				organization that is managed, owned, or controlled by the applicant which will
				perform one or more of the Program roles. The Primary Finance or Service Entity
				Applicant may fulfill all of the Program roles (described in Section
				10093.2(b)(1) -
				(7)) themselves, or the entity may invite an
				Affiliate Finance or Service Entity Applicant (as described in Section
				10093.2(a)(2)) to
				apply to fulfill some of the roles. Additionally, the Primary Finance or
				Service Entity Applicant may invite a Marketing Representative to fulfill the
				Marketing Representative role described in Section
				10093.2(b)(7). If
				there are two or more entities fulfilling Program roles together, it will be
				the entity that plans to fulfill the "Agreement Submittal" role that will be
				the Primary Finance or Service Entity Applicant. The Primary Finance or Service
				Entity Applicant must meet requirements described in Section
				10093.2(c) and
				must be a signatory to the Program application.
(2) The "Affiliate Finance or Service Entity
				Applicant" is a potential co-applicant along with the Primary Finance or
				Service Entity Applicant. It may fulfill one or more of the roles of the
				Program described in Section
				10093.2(b)(1) -
				(7), except the "Agreement Submittal" role.
				The Affiliate Finance or Service Entity Applicant must meet the requirements
				described in Section
				10093.2(c) and
				must be a signatory to the Program application.
(3) "Finance or Service Entity Applicant"
				means the Primary Finance or Service Entity Applicant and the Affiliate Finance
				or Service Entity Applicant collectively.
(4) "Primary Finance or Service Entity" means
				a Primary Finance or Service Entity Applicant who has been accepted for
				enrollment in the Program. The Primary Finance or Service Entity must fulfill
				all the Program roles described in Section
				10093.2(b)(1) -
				(7) themselves, or this entity may fulfill
				Program roles along with an Affiliate Finance or Service Entity and,
				potentially, an additional entity serving as Marketing Representative. If there
				are two entities fulfilling Program roles together, it will be the entity that
				fulfills the Agreement Submittal role that will be determined to be the Primary
				Finance or Service Entity.
(5)
				"Affiliate Finance or Service Entity" means an Affiliate Finance or Service
				Entity Applicant that has been accepted for enrollment in the Program to
				fulfill Program roles along with the Primary Finance or Service
				Entity.
(6) "Finance or Service
				Entity" means the Primary Finance or Service Entity and the Affiliate Finance
				or Service Entity collectively.