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WRCOG reports hundreds of unclaimed HERO refunds; staff escheated older funds to state under prior direction

5911650 · October 6, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

WRCOG staff told the executive committee that many residential PACE (HERO) refunds remain unclaimed; the agency followed a November 2022 directive to transfer eligible dormant refunds to the state after due-diligence outreach.

Ashelle Pineda, a WRCOG analyst, reported to the executive committee that the agency continues to process unclaimed refunds tied to the residential PACE (HERO) program and that older dormant refunds have been transferred to the State of California after following the agency's escheatment process.

Pineda said WRCOGlaunched its residential PACE program in 2011 and expanded statewide by 2014. The executive committee directed staff in November 2022 to escheat unclaimed refunds that had remained dormant for three or more years; staff…

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