HomeMy WebLinkAbout07-13-22 Sustainability Advisory Board Agenda and Packet MaterialsA.Call to Order - 6:00 PM
B.Disclosures
C.Changes to the Agenda
D.Approval of Minutes
D.1 Approval of Minutes from June 8, 2022 (Chipouras)
E.Public Comments
This is the time to comment on any matter falling within the scope of the Sustainability Board.
There will also be time in conjunction with each agenda item for public comment relating to that
item but you may only speak once. Please note, the Board cannot take action on any item which
does not appear on the agenda. All persons addressing the Board shall speak in a civil and
courteous manner and members of the audience shall be respectful of others. Please state your
THE SUSTAINABILITY BOARD OF BOZEMAN, MONTANA
SB AGENDA
Wednesday, July 13, 2022
This meeting will be held both in-person and also using Webex, an online videoconferencing system.
You can join this meeting:
Via Webex:
https://cityofbozeman.webex.com/cityofbozeman/onstage/g.php?
MTID=eaf50de9c1cb6be994148bc1e157a3380
Click the Register link, enter the required information, and click submit.
Click Join Now to enter the meeting.
Via Phone: This is for listening only if you cannot watch the stream, channel 190, or attend in-person
United States Toll
+1-650-479-3208
Access code: 2556 270 9796
If you are interested in commenting in writing on items on the agenda please send an email to
agenda@bozeman.net prior to 12:00pm on the day of the meeting.
Public comments will be accepted in-person during the appropriate agenda items.
You may also comment by visiting the Commission's comment page.
You can also comment by joining the Webex meeting. If you do join the Webex meeting, we ask you
please be patient in helping us work through this hybrid meeting.
As always, the meeting will be streamed through the Commission's video page and available in the City
on cable channel 190.
1
name and place of residence in an audible tone of voice for the record and limit your comments to
three minutes.
General public comments to the Board can be found on their Laserfiche repository page.
F.FYI/Discussion
F.1 Unified Development Code (UDC) Overhaul Work Session.(Saunders)
F.2 Planned Development Zones Text Amendment Work Session.(Meyer)
G.Adjournment
For more information please contact Jon Henderson, jon.henderson@bozeman.net
General information about the Sustainability Board can be found in our Laserfiche repository.
This board generally meets on the second Wednesday of the month 6:00 pm to 8:00 pm.
Citizen Advisory Board meetings are open to all members the public. If you have a disability and require
assistance, please contact our ADA coordinator, Mike Gray at 406-582-3232 (TDD 406-582-2301).
In order for this Board to receive all relevant public comment in time for this meeting, please submit via
the Commission Comment Page or by emailing agenda@bozeman.net no later than 12:00 PM on the
day of the meeting. Public comment may be made in person at the meeting as well.
2
Memorandum
REPORT TO:Sustainability Board
FROM:Ali Chipouras, Sustainability Program Specialist
Natalie Meyer, Sustainability Program Manager
Jon Henderson, Strategic Services Director
SUBJECT:Approval of Minutes from June 8, 2022
MEETING DATE:July 13, 2022
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Approve minutes as submitted.
STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the
community in city government, innovating methods for inviting input from
the community and stakeholders.
BACKGROUND:In accordance with Commission Resolution 5323 and the City of Bozeman's
Citizen Advisory Board Manual, all boards must have minutes taken and
approved. Prepared minutes will be provided for approval by the board at
the next regularly scheduled meeting. Staff will make any corrections
identified to the minutes before submitting to the City Clerk's Office.
UNRESOLVED ISSUES:None.
ALTERNATIVES:1. Approve meeting minutes with corrections
2. Do not approve
FISCAL EFFECTS:None.
Attachments:
06-08-22 Sustainability Advisory Board Minutes.pdf
Report compiled on: July 6, 2022
3
Bozeman Sustainability Advisory Board Meeting Minutes, 6/8/2022
Page 1 of 3
THE CITY BOZEMAN SUSTAINABILITY ADVISORY BOARD
MINUTES
June 8, 2022
This meeting will be held both in-person and also using Webex, an online videoconferencing system. You
can join this meeting:
Via Webex:
https://cityofbozeman.webex.com/cityofbozeman/onstage/g.php?MTID=e7a4e6ac7aff96e3a033136c21
f4a93dc
Click the Register link, enter the required information, and click submit.Click Join Now to enter the
meeting.
Via Phone: This is for listening only if you cannot watch the video stream, channel 190, or attend in-person
United States Toll+1-650-479-3208Access code: 2551 212 9227
A) 00:00:32 Call to Order - 6:00 PM Present: Benjamin Finegan, Lumay Murphy, Matt Thompson, Emma Bode, Kristin Blackler, Terry
Cunningham
Absent: Isabel Shaida, Rebecca Kurnick
B) 00:03:18 Disclosures • There were no disclosures.
C) 00:03:40 Changes to the Agenda
• Strategic Services Director Jon Henderson removed Special Presentations from the agenda, as
there are were no Special Presentations.
D) 00:04:25 Approval of Minutes
D.1 Approval of Minutes from May 11, 2022
05-11-22 Sustainability Advisory Board Minutes.pdf
00:05:40 Motion D) Approval of Minutes
Kristin Blackler: Motion
4
Bozeman Sustainability Advisory Board Meeting Minutes, 6/8/2022
Page 2 of 3
Lumay Murphy: 2nd
00:05:40 Vote on the Motion to amend D) Approval of Minutes. The Motion carried 5 - 0
Approve:
Benjamin Finegan
Lumay Murphy
Matt Thompson
Emma Bode
Kristin Blackler
Disapprove:
None
E) 00:06:02 Public Comments
• Kalani Cowles made public comment expressing interest in the Sustainability Advisory Board and
ways that residents can contribute to the board and City sustainability efforts.
H) 00:08:31 FYI/Discussion
• Strategic Services Director Jon Henderson provided an update on the City Manager’s
recommended budget items related to the Sustainability Advisory Board.
• Strategic Services Director Jon Henderson provided an FYI that the State has adopted the 2021
IECC with amendments. There is an upcoming internal meeting with multiple departments to
talk about the building code.
• Sustainability Program Manager Natalie Meyer provided an update on her recent participation
as a board member at the Yellowstone Teton Clean Cities board meeting in Jackson, WY.
• Sustainability Advisory Board Chair Emma Bode provided an FYI on the Sunrise Movement’s
March for a Clean and Renewable Electricity Transition and the Montana Renewable Energy
Association’s Exploring Energy Series.
G.1 00:20:40 Citizens Climate Lobby Presentation on Carbon Pricing.
• Kristin Walser with the Citizen Climate Lobby presented on the Citizen Climate Lobby, federal
climate legislation and actions to take. The board followed up with questions and discussion.
G.2 01:02:49 Model Homeowner's Association (HOA) Covenants Work Session.
• Sustainability Program Manager Natalie Meyer presented on the City’s development of model
HOA covenants. The board followed up with questions, discussion, and suggestions.
I) 01:52:06 Adjournment
For more information please contact Jon Henderson, jon.henderson@bozeman.net
General information about the Sustainability Board can be found in our Laserfiche repository.
5
Memorandum
REPORT TO:Sustainability Board
FROM:Jon Henderson, Strategic Services Director
SUBJECT:Unified Development Code (UDC) Overhaul Work Session.
MEETING DATE:July 13, 2022
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Unified Development Code (UDC) Overhaul Work Session.
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:Resolution 5368 adopts the Unified Development Code (UDC) Overhaul as a
City Commission priority for 2022-2023. The UDC Overhaul will adopt
changes to the Unified Development Code that facilitate increased housing
density, housing affordability, climate action plan objectives, sustainable
building practices, and a transparent, predictable and understandable
development review process.
Chris Saunders, Community Development Manager, will provide an
introduction of the UDC in an effort to orient the Sustainability Citizen
Advisory Board on items that fall within objectives of the Climate Plan,
including sustainable building practices.
Significant efforts will be made over the next 12-18 months to complete an
overhaul of the UDC. It is anticipated that the Sustainability Citizen Advisory
Board will provide a formal recommendation to the City Commission at a
future date.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As suggested by the Sustainability Citizen Advisory Board.
FISCAL EFFECTS:None.
Report compiled on: July 5, 2022
6
Memorandum
REPORT TO:Sustainability Board
FROM:Jon Henderson, Strategic Services Director
SUBJECT:Planned Development Zones Text Amendment Work Session.
MEETING DATE:July 13, 2022
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Planned Development Zones Text Amendment Work Session.
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:On July 12, 2022 the City Commission will consider provisional adoption of
Ordinance 2104 repealing and replacing Division 38.430 Planned Unit
Development with a new Planned Development Zone (PDZ) process and
amend 24 related sections of the Bozeman Municipal Code. The
amendment updates the City's land development regulations as part of
efforts to support affordable housing, preservation, and sustainability.
The use of a Planned Development Zone is voluntary. The applicant can
choose whether or not to apply for a PDZ by weighing the flexibility that the
PDZ process provides and the requirement to provide certain public benefits
in exchange. Whether an individual project may benefit from a PDZ is
unique to each project and will vary depending on the type and scale of
project and the degree of difference from the regular standards required for
the development.
The sustainability portion of the PDZ process will focus on the level of
combined water consumption, non-renewable energy consumption, and
average daily motor vehicle trip generation. The overall intent is to
encourage efficiency and innovation in the built environment that reduces
the use of non-renewable energy for public benefit through efficient
electrification, energy efficiency, onsite renewable energy, and electric
vehicle charging stations.
Natalie Meyer, Sustainability Program Manager, will provide an update to
the Sustainability Citizen Advisory Board regarding the development of an
implementation manual (see attached draft). City staff will present a brief
introduction to the PDZ process, followed by Board discussion related to the
7
following guiding question:
"Do the options within the Sustainable/Resilient Design PDZ
adequately address our most significant opportunities to reduce
greenhouse gas emissions and enhance community resilience?"
UNRESOLVED ISSUES:Policy decisions surrounding what kinds and amounts of public benefits are
acceptable in exchange for the flexibility allowed by a PDZ and the
appropriate balance of flexibility and predictability set forth in code.
ALTERNATIVES:As suggested by the Sustainability Citizen Advisory Board.
FISCAL EFFECTS:None.
Attachments:
Sustainable Energy Manual Draft.pdf
PDZ Non-Renewable Energy Flow Chart DRAFT.pdf
Report compiled on: July 5, 2022
8
1
Planned Development Zoning (PDZ) Administrative Procedures Manual
Non-Renewable Energy Use
I. Purpose
It is the intent of the City through the use of the Planned Development Zoning (PDZ) to
encourage efficiency and innovation in the built environment that reduces the use of non-
renewable energy for public benefit through efficient electrification, energy efficiency, onsite
renewable energy, and electric vehicle charging stations.
II. Authority
The City Commission has authority to review Planned Development Zoning (PDZ) preliminary
plans and major amendments to PDZs.
III. Definitions
a. Department of Energy
i. Electric Vehicle Supply Equipment (EVSE). To fuel an Electric Vehicle (EV), a
connection to the grid or power source is required in the form of a charging station.
EVSEs com in a variety of configurations but are typically separated by power level.
There are three levels of EVSE: Level 1, Level 2, and Level 3 DC Fast Charging (DCFC).
1. Level 1 is considered slow charging. It typically operates on a 15 to 20 amp
breaker on a 120 volt alternating current (AC) circuit and standard outlet.
2. Level 2 is considered medium charging. Typically operates on a 40 amp to
100 amp breaker on a 208 to 240 volt AC circuit.
3. Level 3 is considered fast or rapid charging. It typically operates on a 60 amp
or higher dedicated breaker on a 480 volt or higher 3-phase circuit with
special grounding equipment.
ii. Non-renewable energy. Fossil energy sources, including oil, coal, and natural gas.
b. 2021 International Energy Conservation Code
i. Cimate Zone. A geographical region based on climatic criteria as specified in this
code.
ii. Commercial Building. All buildings that are not included in the definition of
“Residential building”.
iii. Energy Analysis. A method for estimating the annual energy use of the proposed
design and standard reference design based on estimates of energy use.
iv. Energy Simulation Tool. An approved software program or calculation-based
methodology that projects the annual energy use of a building.
v. Energy Utilization Intensity (EUI). The site energy for either the baseline building or
the proposed building divided by the gross conditioned floor area plus any
semiheated floor area of the building. For the baseline building, the EUI can be
divided between regulated energy use and unregulated energy use.
vi. IECC. “IECC” means the 2021 International Energy Conservation Code, published by
the International Code Council, Inc.
vii. On-Site Renewable Energy System. Renewable energy systems on the building
project.
viii. Proposed Design. A description of the proposed building used to estimate annual
energy use for determining compliance based on total building performance.
9
2
ix. Renewable Energy System. Photovoltaic, solar thermal, geothermal energy and wind
systems used to generate energy.
x. Residential building. Includes detached one- and two-family dwellings and multiple
single-family dwellings (townhouses) and Group R-2, R-3, and R-4 buildings three
stories or less in height above grade plane.
xi. Standard Reference Design. A version of the proposed design that meets the
minimum requirements of the code and is used to determine the maximum annual
energy use requirement for compliance based on total building performance.
c. Residential Energy Services Network (RESNET)
i. Energy Rating Index (ERI). A performance path that gives the option of complying
with the 2021 IECC by meeting a target ERI score through a wide range of
performance options with some mandatory code requirements. The ERI score is a
numerical score where 100 is equivalent to the 2006 IECC and 0 is equivalent to a
net-zero home. Each integer value on the scale represents a one percent change in
the total energy use of the rated design relative to the total energy of the ERI
reference design.
ii. Home Energy Rating System (HERS) Rater. An individual who is certified by an
accredited Rating Provider to inspect and test a home in order to evaluate each of
the minimum rated features and complete a Home Energy Rating according to the
RESNET Standards.
iii. Rating Providers. Accredited rating providers who have the responsibility of
ensuring the quality of rating services, including certification of raters and selection
of accredited rating software programs.
IV. Overview
a. A PUD application must follow the application process outlined in the Planned Development
Zoning (PDZ). In order to qualify for a PDZ with emphasis on Sustainability, Non-Renewable
Energy, the development must be reviewed against the development standards established
in the UDC and the 2021 International Energy Conservation Code.
b. It is recommended that prior to the pre-application review, the applicant meet with the City
of Bozeman’s Sustainability Division.
c. A 25 percent reduction in non-renewable energy use maybe be achieved through:
i. Efficient electrification, or
ii. Building energy efficiency, or
iii. On-site renewable energy, or
iv. A combination of efficient electrification, energy efficiency, on-site
renewable energy, and electric vehicle charging stations.
V. Criteria and Submittals
a. Efficient Electrification Standard
i. To enable the full transition to renewable energy in buildings, this requires that the
project area and site to be served with electric utilities only. The building plans and
construction documents must demonstrate that the buildings will include no fossil
fuel combustion.
ii. Building plans will identify Energy Star heat pumps as the primary heating and
cooling source for the buildings.
iii. Building plans will identify Energy Star heat pump water heaters as the primary
water heating source for the buildings.
10
3
iv. Demonstration of the prescriptive criteria will be recognized as contributing a 25%
reduction in non-renewable energy.
1. Submittals
a. PDZ application documents as outlined in the UDC.
b. A narrative describing the efficient electrification measures,
including heat pump applications in the PDZ.
c. Subsequent building plans will include specifications for Energy Star
heat pumps consistent with the PDZ application narrative.
b. Commercial Building Energy Efficiency Standard
i. To encourage high performance commercial buildings, this requires an energy
simulation tool to demonstrate that the Energy Utilization Intensity of all proposed
commercial buildings exceeds the energy efficiency of the baseline energy code by
building type as defined in the 2021 IECC Appendix CC Zero Energy Commercial
Buildings and identified in Table 1.
Table 1. Energy Utilization Intensity for Commercial Building Types in Climate
Zone 6B
Building Area Type EUI (kBtu/ft2/yr)
Healthcare/hospital 116
Hotel/motel 72
Multiple-family 48
Office 30
Restaurant 538
Retail 52
School 40
Warehouses 23
All others 57
1. Submittals
a. PDZ application documents as outlined in the UDC.
b. A narrative describing the commercial building elements that will be
included to reduce the EUI from the identified baseline.
c. Demonstrate that the proposed buildings meets and exceeds the
target Site EUI by building type identified in Table 1.
d. Submit an energy simulation tool demonstrating the Site EUI for the
building by type.
i. The energy simulation tool will be from an approved list and
performed by an approved third party.
ii. The energy analysis will minimally include all assumptions
around building occupancy, hours of operation, and
temperature settings.
iii. Renewable energy system production should be applied
under Commercial Onsite Renewable Energy (section V.d.)
and should not be used to meet the EUI baseline or target
reduction.
11
4
e. Identify the percent reduction from the proposed design EUI
according to the following steps:
i. Multiply the EUI by the proposed percent reduction of non-
renewable energy.
ii. Subtract the amount from the standard reference design
EUI from Table 1.
iii. Repeat the calculation for each commercial building within
the PDZ.
iv. Example:
• A standard reference design EUI of 116 (kBtu/ft2/yr)
• 116 x 25% = 29 kBtu/ft2/yr
• 116 - 29 = 87 kBtu/ft2/yr
• 87 = A Site EUI proposed design representing a 25%
reduction in non-renewable energy
c. Residential Building Energy Efficiency Standard
i. To encourage high performance residential buildings, this requires an Energy Rating
Index (ERI) that exceeds the standard reference design. Based on the 2021 IECC
Energy Rating Index Compliance Alternative, an Energy Rating Index score below 54
without on-site power production in Climate Zone 6 is the standard reference
design.
ii. Each point below 54 represents a 1 percent reduction in total energy use. For
reference, Appendix RC, Zero Energy Residential Building Provisions in the 2021 IECC
identifies an ERI of 46 in Climate Zone 6 as the minimum level of efficiency without
onsite power production (OPP) needed to achieve Zero Energy residential
construction.
1. Submittals
a. PDZ application documents as outlined in the UDC.
b. A narrative describing the residential building elements that will be
included to reduce the ERI from the standard reference design.
c. Subsequently submit construction documents that includes an ERI
submittal from a Home Energy Rater or approved third party.
d. Onsite power production should be accounted for under Residential
Onsite Renewable Energy (section V.e.).
e. Identify the target percent reduction of the proposed design based
on the ERI according to the following steps:
i. Use 54 as the standard reference design from table R406.5
Maximum Energy Rating Index in the 2021 IECC.
ii. Subtract the percent reduction of the proposed design.
iii. Repeat the calculation for each residential building within
the PDZ.
iv. Example:
• A standard reference design ERI of 54
• 54 – 10% = 44 ERI
• An ERI proposed design of 44 represents a 10%
reduction in non-renewable energy
12
5
d. Commercial On-site Renewable Energy Standard
i. To increase the use of renewable energy, this requires the use of on-site renewable
energy systems for commercial buildings.
1. Submittals
a. PDZ application documents as outlined in the UDC.
b. A narrative describing the commercial on-site renewable energy
system.
2. Submit the projected on-site annual energy production using PV Watts or
approved energy simulation tool. Provide the energy consumption of the
standard base design base from the EUI in Table 1 for commercial buildings.
If energy analysis from an energy simulation tool is available, the EUI of the
proposed design may be used (see section V.b.1.d. for energy modeling
criteria). Include the percentage of the building’s energy consumption to be
provided by an on-site renewable energy system.
a. Example:
• A 264kW Rooftop Solar PV Array
• 56.9 = EUI for the total estimated building energy consumption
based on energy analysis
• 293 = MWh/yr installed PV estimated production
• 998,400 = kBtu/yr installed PV estimated generation converted
to kBtu or 10.4 = kBtu/ft2/yr
• ((56.9 - 10.4) / 56.9) x 100 = 18.2%
• 18.2% = reduction in non-renewable energy from an on-site
renewable energy system
e. Residential On-site Renewable Energy Standard
i. To increase the use of renewable energy, this requires the use of on-site renewable
energy systems for residential buildings.
1. Submittals
a. PDZ application documents as outlined in the UDC.
b. A narrative describing the on-site renewable energy system.
c. Submit the annual energy production of the proposed design using PV
Watts or approved energy simulation tool. Submit the ERI of the
reference base design and the ERI of the proposed design ERI adjusted
based on the annual energy production of the renewable energy
system. The energy analysis will be provided by a HERS Rater or
approved third party.
f. Electric Vehicle Supply Equipment (EVSE) Standard
i. To support the use of electric vehicles, this requires the installation of Level 2 Electric
Vehicle Supply Equipment.
1. Submittals
a. Provide a narrative description of the EVSE specifications,
accessibility, and any designated accessible space provisions.
b. Two percentage points per EVSE will be recognized under this
category.
13
Non-Renewable Energy PDZ
Efficient Electrification
Project area served with electric utilities only
Energy Star heat pumps used as primary source for heating/cooling and water heating
Awarded full 25% for completion
Building Energy Efficiency
Commercial
Reduce the standard reference design Energy Utilization Intensity (EUI)
*Based on 2021 IECC code requirements and Appendix CC Zero Energy Commercial Building Provisions
Awarded the % reduction from the EUI
(submitted using approved energy simulation tool by approved 3rd party)
Residential
Reduce the standard reference design Energy Rating Index (ERI)
*Based on 2021 IECC Energy Rating Index Compliance Alternative
Awarded 1% for each ERI point reduced
(submitted by approved 3rd party)
On-site Renewable Energy
Commercial
Reduce the (EUI) with on-site renewable energy
*Based on 2021 IECC code requirements and Appendix CC Zero Energy Commercial Building Provisions
Awarded the % reduction from the EUI
(based on standard reference design EUI or energy analysis EUI)
Residential
Reduce the ERI with on-site renewable energy
*Based on 2021 IECC Energy Rating Index Compliance Alternative and Appendix RC Zero Energy Residential Building Provisions
Awarded 1% for each ERI point reduced
(submitted by approved 3rd party)
EV Service Equipment
*cannot be completed alone to reach 25%, it must be paired with another pathway
Install Level 2 EV Service Equipment (EVSE)
Awarded 2% per EVSE
Performance path
Flexibility to demonstrate compliance without energy simulation
Prescriptive path 14