Financial Code section 22017
(a)
“PACE solicitor” means a person authorized by a program administrator to solicit a property owner to enter into an assessment contract.(b)
“PACE solicitor agent” means an individual who is employed or retained by, and acts on behalf of, a PACE solicitor to solicit a property owner to enter into an assessment contract.(c)
“PACE solicitor” and “PACE solicitor agent” do not include any of the following:(1)
A person employed by a program administrator.(2)
A person, including a home improvement contractor or subcontractor, who does not solicit property owners to enter into assessment contracts.(3)
A person who performs purely administrative or clerical tasks.(4)
A person who advertises a PACE program, if the content of the advertising is created, prepared, or approved by a program administrator, and advertising is subject to, and in compliance with this division.(5)
A person who obtains information regarding prospective applicants for PACE financing, or who provides to a program administrator information regarding prospective applicants for PACE financing, if that information was not obtained in connection with advertising or soliciting a PACE program.(6)
A person who only solicits a property owner to enter into an assessment contract with a person who is not considered a program administrator within the meaning of subdivision (b) of Section 22018.
Source:
Section 22017, https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FIN§ionNum=22017. (accessed May 10, 2025).