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California's Solar Shade Control California’s Solar Shade Control Act A Review of the Statutes and Relevant Cases Scott J. Anders Kevin Grigsby Carolyn Adi Kuduk Taylor Day Updated March 2010 Originally Published January 2007 Energy Policy Initiatives Center University of San Diego School of Law University of San Diego, 5998 Alcalá Park, San Diego, CA 92110 ◆ www.sandiego.edu/epic Disclaimer: The materials included in this paper are intended to be for informational purposes only, and should not be considered a substitute for legal advice in any particular case. About EPIC The Energy Policy Initiatives Center (EPIC) is a nonprofit academic and research center of the USD School of Law that studies energy policy issues affecting the San Diego region and California. EPIC integrates research and analysis, law school study, and public education, and serves as a source of legal and policy expertise and information in the development of sustainable solutions that meet our future energy needs. For more information, please visit the EPIC website at www.sandiego.edu/epic. © 2010 University of San Diego. All rights reserved. Solar Shade Control Act Table of Contents 1. Introduction ................................................................................................................................................................1 1.1. Organization of the Paper.................................................................................................................................1 2. The Solar Shade Control Act....................................................................................................................................3 2.1. California’s Policy Intent...................................................................................................................................3 2.2. Definition of “Solar Collector”........................................................................................................................4 2.3. Installation Requirements..................................................................................................................................4 2.3.1. Optional Notice Prior to Installation.......................................................................................................5 2.4. Threshold for Violation.....................................................................................................................................5 2.5. Who is Liable Under the Act? ..........................................................................................................................5 2.6. Penalties for Violation .......................................................................................................................................6 2.7. Procedures for Seeking Protection Under the Act........................................................................................6 2.8. Exemptions for Certain Property Owners .....................................................................................................6 2.8.1. Exemption for Existing Trees or Shrubs................................................................................................6 2.8.2. Exemption for Timberland and Agricultural Land ...............................................................................7 2.8.3. Exemption for Replacement Trees..........................................................................................................7 2.8.4. Exemption for Trees Subject to a Local Ordinance .............................................................................7 2.8.5. Exemption for Municipalities ...................................................................................................................7 2.8.6. Exemption for Passive Systems................................................................................................................7 3. How the Provisions Affect Each party...................................................................................................................9 3.1. Solar Collector Owner .......................................................................................................................................9 3.2. Tree Owner .........................................................................................................................................................9 4. Cases Relating to the Act ....................................................................................................................................... 10 4.1. California v. Bissett ......................................................................................................................................... 10 4.2. Sher v. Leiderman............................................................................................................................................ 11 4.3. Zipperer v. County of Santa Clara................................................................................................................ 12 4.4. Kucera v. Lizza ................................................................................................................................................ 13 Energy Policy Initiatives Center Solar Shade Control Act 4.5. Prah v. Maretti.................................................................................................................................................. 14 5. Conclusion................................................................................................................................................................ 16 6. Appendix .................................................................................................................................................................. 17 6.1. Legal Journals and Law Review Articles...................................................................................................... 17 6.2. Full Text of Solar Shade Control Act........................................................................................................... 18 Energy Policy Initiatives Center Solar Shade Control Act 1. INTRODUCTION California has been a leader in promoting solar energy since 1976, when it began to provide financial incentives for investment in solar energy technologies.1 One legacy of California’s early interest in solar energy is a series of laws designed to protect a consumer’s right to install and operate solar energy technology on a home or business, including access to sunlight, or solar access. Although California’s solar energy laws have been around for nearly thirty years, we now examine this groundbreaking legislation for two reasons. First, consumers and businesses often misunderstand the provisions and application of these laws. Second, given the significant financial incentives available for solar technologies in California and the availability of property-assessed clean energy (“PACE”) financing programs,2 it is likely that the number of operating solar energy systems will increase dramatically. As a result, it is reasonable to expect that the number of solar access questions in California will also increase. This paper examines Sections 25980–25986 of the California Public Resources Code,3 known as the Solar Shade Control Act (hereinafter “the Act”), and reviews lawsuits brought under the Act. Through the Act, which was enacted in 19784 and later amended in 2008,5 the Legislature sought to balance the desired effects of planting trees and shrubs for shade and visual appeal with the desire for increased use of solar energy devices, whose performance can be hindered by shade from nearby vegetation. The Act provides for specific and limited controls of trees and shrubs to protect the use of nearby solar energy systems. However, the extent to which the Act protects solar energy systems from vegetation-created shade is frequently misunderstood, and the subject of many disputes between neighboring property owners. Thus, this paper is intended to provide solar energy users and neighboring tree and shrub owners more information about the content and application of California’s solar laws. 1.1. Organization of the Paper This paper is organized into the following sections: 1. Section 2 provides detailed information about the Act, including key provisions, and discusses how and to whom the Act applies. 2. Section 3 lists statutory criteria included in the Act to help solar energy system owners and tree owners6 determine whether the provisions of the Act apply. 1 A solar energy tax credit was created in 1976 and codified in California Revenue and Taxation Code Section 23601 (repealed 1987). 2 PACE programs allow local government entities to offer sustainable energy project loans to eligible property owners. Through the creation of financing districts, property owners can finance renewable onsite generation installations and energy efficiency improvements through a voluntary assessment on their property tax bills. 3 Unless otherwise indicated, all further references are to this code. 4 1978 Cal. Stat. ch. 1366. 5 2008 Cal. Stat. ch. 176. 6 The Solar Shade Control Act refers to both shrub owners and tree owners. In this paper, we use only the phrase “tree owner” for simplicity. Energy Policy Initiatives Center 1 Solar Shade Control Act 3. Section 4 discusses California case law under the Act. 4. Section 5 follows with a general conclusion. 5. The Appendix, Section 6, provides other informative resources related to the Act, and the full text of the Act. Energy Policy
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