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HomeMy WebLinkAbout05-10-23 SB Agenda & Packet MaterialsA.Call to Order - 6:00 PM This meeting will be held both in-person and also using an online videoconferencing system. You can join this meeting: Via Video Conference: 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: 2552 868 0227 B.Disclosures C.Changes to the Agenda D.Approval of Minutes D.1 Approve the April 12, 2023 Sustainability Board Meeting Minutes(Meyer) 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 per topic. 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 THE SUSTAINABILITY BOARD OF BOZEMAN, MONTANA SB AGENDA Wednesday, May 10, 2023 General information about the Sustainability Board can be found in our Laserfiche repository. If you are interested in commenting in writing on items on the agenda please send an email to agenda@bozeman.net or by visiting the Public Comment Page prior to 12:00pm on the day of the meeting. Public comments will also be accepted in-person and through Video Conference during the appropriate agenda items. As always, the meeting will be streamed through the Commission's video page and available in the City on cable channel 190. For more information please contact Jon Henderson, jon.henderson@bozeman.net 1 and courteous manner and members of the audience shall be respectful of others. Please state your 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.Special Presentations F.1 Beautify Your Boulevard Community Contest (Trevino) G.FYI/Discussion G.1 Planned Development Zone Sustainable/Resilient Design Administrative Manual (Meyer) H.Adjournment 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). 2 Memorandum REPORT TO:Sustainability Board FROM:Natalie Meyer, Sustainability Program Manager Jon Henderson, Strategic Service Director SUBJECT:Approve the April 12, 2023 Sustainability Board Meeting Minutes MEETING DATE:May 10, 2023 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Approve the April 12, 2023 Sustainability Board Meeting Minutes 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 scheduled meeting. Staff will make any corrections identified to the minutes before submitting them to the City Clerk's Office. UNRESOLVED ISSUES:None. ALTERNATIVES:As recommended by the Board. FISCAL EFFECTS:None. Attachments: 04-12-2023 Sustainability Advisory Board Minutes.pdf Report compiled on: May 5, 2023 3 Bozeman Sustainability Board Meeting Minutes, April 12, 2023 Page 1 of 2 THE SUSTAINABILITY ADVISORY BOARD MEETING OF BOZEMAN, MONTANA MINUTES April 12, 2023 General information about the Sustainability Board can be found in our Laserfiche repository. A) 00:00:19 Call to Order - 6:00 PM Present: Isabel Shaida, Lumay Murphy, Matt Thompson, Rebecca Kurnick, Terry Cunningham, Douglas Fischer Absent: Emma Bode, Kristin Blackler B) 00:03:36 Disclosures • There were no disclosures. C) 00:03:51 Changes to the Agenda • There were no changes to the agenda. D) 00:04:01 Approval of Minutes D.1 Approve the March 8, 2023 Sustainability Board Meeting Minutes 03-08-2023 Sustainability Advisory Board Meeting Minutes.pdf 00:04:47 Motion to approve D) Approval of Minutes Douglas Fischer: Motion Matt Thompson: 2nd 00:04:48 Vote on the Motion to approve D) Approval of Minutes The Motion carried 5 - 0. Approve: Isabel Shaida Lumay Murphy Matt Thompson 4 Bozeman Sustainability Board Meeting Minutes, April 12, 2023 Page 2 of 2 Rebecca Kurnick Douglas Fischer Disapprove: None E) 00:04:52 Public Comments • There were no public comments. F) 00:05:25 Special Presentations F.1 00:05:35 2020 Community Greenhouse Gas Emissions Inventory - Special Presentation Bozeman_2020_GHGReport_FinalDraft.pdf • Rachel Meier from Lotus Engineering and Sustainability provided a special presentation on the 2020 Community Greenhouse Gas Emissions Inventory Report. G) 01:29:14 FYI/Discussion G.1 01:32:08 Community and Neighborhood Resilience Programming Work Session #2 - Wildfire and Extreme Heat Outreach Home Resiliency Outreach 2023.pdf • Sustainability Program Specialist, Ali Chipouras, presented an overview of recent Community and Neighborhood Resilience materials focused on residential energy efficient strategies to cope with heat and smoke. H) 01:53:06 Adjournment This board generally meets on the second Wednesday of the month 6:00 pm to 8:00 pm. 5 Memorandum REPORT TO:Sustainability Board FROM:Jon Henderson, Strategic Services Director SUBJECT:Beautify Your Boulevard Community Contest MEETING DATE:May 10, 2023 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Water Conservation Technician, Chelsey Trevino, will present an overview of the Beautify Your Boulevard Community Contest. 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: The Water Conservation Division will introduce the new Beautify Your Boulevard Community Contest, a program designed to encourage residents who use City water to replace turf grass in boulevard areas with drought- adapted vegetation and efficient low-flow irrigation. Water Conservation Technician, Chelsey Trevino, will provide an overview of the program and detail how members of the Sustainability Board will be invited to help select contest winners in the fall of 2023. UNRESOLVED ISSUES:None. ALTERNATIVES:As directed by the City Commission. FISCAL EFFECTS:None. Report compiled on: May 5, 2023 6 Memorandum REPORT TO:Sustainability Board FROM:Jon Henderson, Strategic Services Director SUBJECT:Planned Development Zone Sustainable/Resilient Design Administrative Manual MEETING DATE:May 10, 2023 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Receive presentation, discuss questions, and provide input on guiding questions. STRATEGIC PLAN:6.3 Climate Action: Reduce community and municipal Greenhouse Gas (GHG) emissions, increase the supply of clean and renewable energy; foster related businesses. BACKGROUND: On July 13, 2022, the Sustainability Citizen Advisory Board held a Work Session on the proposed Planned Development Zone process intended 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. Specifically, the Sustainable/Resilient Design PDZ requires that “the general development plan or other documentation acceptable to the review authority ensures that the level of combined water consumption, non-renewable energy consumption, average daily motor vehicle trip generation, or a combination thereof from all structures and uses included in the PDZ shall be at least 25 percent lower than levels commonly experienced by development meeting current established standards in each of the reference base districts listed in the PDZ.” On September 13, 2022, the City Commission provisionally adopted Ordinance 2014 to repeal and replace Division 38.430 Planned Unit Development with a new Planned Development Zone process in an effort to support affordable housing, historic preservation, and sustainability. The final adoption was completed with a second reading on September 27, 2022. 7 On September 14, 2022, staff provided an update to the Sustainability Board on how comments from the Board were incorporated into the City's draft implementation plan. Natalie Meyer, Sustainability Program Manager, will present the board with an overview of the Sustainable/Resilient design manuals, with a focus on the non-renewable energy manual and the relationship of the provisions to federal incentives available through the Inflation Reduction Act. Guiding Questions: The Planned Development Zone primarily serves as an incentive for larger- scale new developments to provide a public benefit as defined under Ordinance 2014. What type of targeted outreach should we pursue to encourage the use of the PDZ Sustainable/Resilient Design provisions? Are there complementary education and outreach programs we should consider to encourage participation? UNRESOLVED ISSUES:None. ALTERNATIVES:As identified by the Board. FISCAL EFFECTS:None. Attachments: PDZ Sustainable Design_Non-renewable Energy_Administrative Manual_2023.pdf Report compiled on: May 5, 2023 8 1 Sustainable/Resilient Design PDZ, Reduction in Non-Renewable Energy Administrative Procedures Manual 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 energy efficiency and on-site renewable energy. A 25% reduction in non- renewable energy may be achieved through one or a combination of the following categories: 1. Commercial Buildings i. Energy Efficiency ii. On-site Renewable Energy 2. Residential Buildings i. Energy Efficiency ii. On-site Renewable Energy II. Authority Sec. 38.200.010, BMC recognizes that the City Commission has the authority to review and require revisions to all planned development zones. Sec. 38.430.130 authorizes the City Manager to establish administrative procedures to implement planned development zones. III. Definitions “Climate zone” means a geographical region based on climatic criteria as specified in the 2021 International Energy Conservation Code. “Commercial building” means all buildings that are not included in the definition of “residential building”. “Energy analysis” means a method for estimating the annual energy use of the proposed design and standard reference design based on estimates of energy use. “Energy Rating Index (ERI)” means 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 energy home. Each integer value on the scale represents a 1% change in the total energy use of the rated design relative to the total energy of the ERI reference design. “Energy simulation tool” means an approved software program or calculation-based methodology that projects the annual energy use of a building. “Energy Utilization Intensity (EUI)” means the site energy for either the baseline building or the proposed building divided by the gross conditioned floor area plus any semi-heated floor area of the building. For the baseline building, the EUI can be divided between regulated energy use and unregulated energy use. 9 2 “Home Certification Organizations (HCOs) are independent organizations recognized by the Environmental Protection Agency to implement an Energy Star certification program based on the Energy Star Residential New Construction program requirements for site-built single-family and multifamily homes and apartments when an Energy Rating Index (ERI) is used. Energy Rating Companies (e.g. rater companies and providers) providing third-party verification for these compliance paths are required to operate under an HCO. “IECC” means the 2021 International Energy Conservation Code, published by the International Code Council, Inc. “Non-renewable energy” means fossil energy sources, including but not limited to oil, propane, coal, and natural gas. “On-site renewable energy system” means a renewable energy system located within the Planned Development Zone. “Proposed design” means a description of the proposed building used to estimate annual energy use for determining compliance based on total building performance. “Qualified Individual” is an individual not related to the Owner who is an engineer or contractor licensed in the State of Montana. The qualified individual must demonstrate in writing to the owner that he/she/they has the requisite qualifications to provide the certification or to perform the inspection and testing required for the certification. “Renewable energy system” means photovoltaic, solar thermal, geothermal energy, and wind systems used to generate energy. “Residential building” means a building containing dwellings and subject to the International Residential Code or International Building Code as applicable. “Standard reference design” means 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. IV. Application Process A PUD application must follow the application process outlined in the Planned Development Zoning (PDZ). In order to qualify for a PDZ with an emphasis on Sustainability, Non-Renewable Energy, the development must be reviewed against the development standards established in the UDC and all applicable building codes adopted by the State of Montana and the City of Bozeman Building Division. It is recommended that prior to the pre-application review, the applicant meet with the City of Bozeman’s Sustainability Division and Building Division. City staff will review applications on a case-by- case basis when determining whether the required standards are adequate to move to formal review by the City Commission. V. Non-Renewable Energy Sustainable/Resilient Design Projects Energy Efficiency and Renewable Energy Standard: Commercial Buildings For the purposes of implementing Sec. 38.430.050.C, BMC, the non-renewable energy criteria for commercial buildings may be achieved by certifying that the installation of the building envelope; the 10 3 heating, cooling, ventilation, and hot-water systems; and/or the interior lighting systems; and/or on-site renewable energy systems, of the proposed design will reduce the total annual energy and power use by 25% in comparison to a reference design building. Computer modeling must be used to compare two virtual buildings. The first virtual building is the reference building. The reference building is identical to the proposed building except that the interior lighting systems; heating, cooling, ventilation, hot water systems; and building envelope meet only the minimum requirements as set by the most recent American Society of Heating, Refrigerating, and Air Conditioning Engineers (ASHRAE) Standard 90.1. affirmed no later than the date that is 2 years before the date that construction of the project begins, or the date the construction permit of the proposed building. If the computer modeling indicates that the proposed building’s total annual energy and power costs are less than the reference building’s total annual energy and power use by 25% or more, the project is eligible for the Non-Renewable Energy Sustainable/Resilient Design. Where multiple building types are identified within the PDZ, models should be created to demonstrate the target percent reduction for each building type. Where the applicant proposes a combination of more than two public benefits within the Sustainable/Resilient Design criteria, or other categories eligible under the PDZ, the applicant may propose a percentage reduction that is less than 25%. Commercial Building Submittal Materials The non-renewable energy criteria for commercial buildings require four submittal phases: 1) PDZ Application – Identify intended methods to meet 25% reduction target and written commitment to complete 2) Zoning or subdivision entitlement application – identify intended methods to meet 25% reduction target, expected size of building(s) in sq. ft., location and type of intended on-site renewable energy system if any, and written commitment to complete 3) Building design submittal - identify intended method to meet 25% reduction target, provide modeling and energy analysis, identified construction methods, and written commitment to complete 4) Post-installation verification and certification Application A completed PDZ application is outlined in Sec. 38.220.120, BMC. In addition, specific to the Sustainability/Non-renewable Energy option the application must include a detailed narrative of the anticipated energy modeling, energy conservation measures, and renewable energy systems that will be included in the building design and construction. The target energy reduction for each building will be identified within the application materials. The application also needs to mention how the measures advance the Bozeman Community Plan (2020) and as updated. Building Design Submittal1: 1) Square footage of the building(s). 2) Architectural documents used to determine the square footage of the building. 1 Submittal requirements are intended to align with the Internal Revenue Service 179D Energy Efficient Commercial Buildings Deduction. Applicants claiming the IRS 179D deduction are advised to independently verify all current eligibility and submittal requirements. Renewable energy systems are not eligible under IRS 179D but may be eligible under Section 48 Investment Tax Credit. 11 4 3) Anticipated date of occupancy. 4) Computer modeling – energy model input and output files for proposed and reference buildings. For a list of approved modeling software, visit the Qualified Software for Calculating Commercial Building Tax Deductions. a. The energy analysis will minimally include all assumptions around building occupancy, hours of operation, and temperature settings. 5) Technical specifications and drawings required by the designer of the project. 6) The amount of reduction in total annual energy and power costs for each building type. Energy efficiency and on-site renewable energy reductions must be identified as separate reductions. 7) The annual production of an on-site renewable energy system may be estimated using PV Watts or an approved energy simulation tool. The submittal will include the percentage of the building’s energy consumption to be provided by an on-site renewable energy system. a. Sample system details for solar photovoltaics (PV): i. DC System Size (kW) and System Output (kWh/year) ii. Approximate Nominal Efficiency iii. Array Type (fixed, tracking, two-axis tracking) iv. Tilt angle (deg) v. Azimuth angle (deg) b. Sample calculation: i. A proposed 50,000 ft2 building with a modeled Energy Use Intensity of 52 kBtu/ ft2 /year and a 50kW PV system with a generating output of 62,274 kWh/year would calculate the percent reduction in non-renewable energy as: • 62,274 kWh/year = 212,529 kBtu/year • 212,529 / 50,000 ft2 = 4.3 kBtu/ ft2 /year • 52 – 4.3 = 47.8 kBtu/ ft2 /year • ((52 – 47.8) / 52) x 100 = 8.2% • 8.2% = reduction in non-renewable energy from an on-site renewable energy system Post-installation Verification Prior to receiving a Certificate of Occupancy (CoO), the applicant will submit the following Certification to demonstrate and verify that the energy efficiency measures and the reduction in total annual energy and power costs are achieved. 1) Qualified Individual a. Name, address, and telephone number of the qualified individual. 2) Building Address a. Address of the building to which the certification applies. 3) Qualifying Property a. A statement by the qualified individual describing the energy efficiency and renewable energy measures. 4) Amount of Reduction a. A statement by the qualified individual specifying the reduction in total annual energy and power costs. 5) Post-Installation Verification a. A statement by the qualified individual asserting that field inspections of the building have been completed and confirms that the energy efficiency measures have been placed in 12 5 service and that the building will meet the energy savings targets contained in the design plans and specifications. b. A statement by the qualified individual asserting that the field inspections were performed in accordance with inspection and testing procedures specified under IRS 179D Commercial Buildings Energy Efficiency Tax Deduction guidance published by the Department of Energy. 6) Owner Notification a. A statement that the building owner has received an explanation of the energy efficiency features of the building and its projected annual energy costs. 7) Qualified Computer Software a. A statement that qualified computer software was used to calculate total annual energy and power costs. The statement must identify the software used. 8) List of Components of Energy Efficiency/Renewable Energy and Annual Energy Cost Projections a. A list identifying the components of the interior lighting systems; heating, cooling, ventilation, and hot water systems, renewable energy systems; and building envelope installed on or in the building; the energy efficiency and renewable energy features of the building; and its projected annual energy costs. 9) Penalty of Perjury Statement a. A declaration, applicable to the certification and any accompanying documents, signed by the qualified individual, in the following form: “Under penalties of perjury, I declare that I have examined this certification, including accompanying documents, and to the best of my knowledge and belief, the facts presented in support of this certification are true, correct, and complete.” Energy Efficiency and Renewable Energy Standard: Residential Buildings For the purposes of implementing Sec. 38.430.050.C, BMC, the non-renewable energy criteria for residential buildings may be achieved by applying the 2021 IECC Energy Rating Index (ERI) Compliance Alternative or the Department of Energy (DOE) Zero Energy Ready Home Program2. Under these options, the standard reference design for single-family residential buildings is a maximum Energy Rating Index of 54, without an on-site renewable energy system, in Bozeman’s Climate Zone 6. Each ERI point reduction is recognized as a 1% reduction in non-renewable energy with the certification of an approved third-party inspector or rater. 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 an on-site renewable energy system, needed to achieve Zero Energy ready residential construction. Applicants pursuing the DOE Zero Energy Ready Home program may identify a custom ERI target based on the applicable single household or multihousehold program requirements with the certification of an approved third-party inspector or rater. Where multiple building types are identified within the PDZ, models should be created to demonstrate the target percent reduction for each building type. Where the applicant proposes a combination of more than two public benefits within the Sustainable/Resilient Design criteria, or other categories eligible under the PDZ, the applicant may propose a percentage reduction that is less than 25%. 2 Applicants are responsible for identifying the appropriate version of the Zero Energy Ready Home Certification program to be eligible for the New Energy Efficient Home Tax Credit found in section 45L of the Internal Revenue Code. 13 6 Residential Building Submittal Materials The Sustainability/Non-renewable Energy option for residential buildings requires three submittal phases: 1) PDZ Application – Identify intended methods to meet 25% reduction target and written commitment to complete 2) Zoning or subdivision entitlement application – identify intended methods to meet 25% reduction target, type of proposed homes, location and type of intended on-site renewable energy system if any, and written commitment to complete 3) Building design submittal - identify intended method to meet 25% reduction target, provide modeling and energy analysis, identified construction methods, and written commitment to complete 4) Post-installation verification and certification Application A completed PDZ application is outlined in Sec. 38.220.120, BMC. In addition, specific to the Sustainability/Non-renewable Energy option include a narrative of the anticipated residential building energy efficiency measures and any on-site renewable energy systems that will be included in the building design and construction. The application will specify that verification of compliance will be completed by an approved third-party inspection agency in accordance with Section R105.4. and/or a Zero Energy Ready Home Program approved rater or another qualified third party operating under a Home Certification Organization (HCO). The target energy reduction for each building will be identified within the application materials. The application also needs to describe how the measures advance the Bozeman Community Plan (2020) and as updated. Building Design Submittal 1) The application must specify a compliance path through Section R406 Energy Rating Index Compliance Alternative and/or the Zero Energy Ready Home Program. 2) Identify an approved third-party inspection agency in accordance with IECC Section R105.4 and, if applicable, an approved verifier for third-party inspections under the DOE Zero Energy Ready Home National Program Requirements. This party must be a rater that is working under the oversight of an EPA-recognized Home Certification Organization (HCO). 3) Compliance based on the Energy Rating Index Compliance Alternative must conform to the criteria established in the 2021 IECC Section R406.1 through R406.7.6, including R406.3.2 where on-site renewable energy systems may be included. 4) Compliance based on the DOE Zero Energy Ready Home National Program Requirements requires the following documentation: a. The ERI of the DOE Zero Energy Ready Home “Target Home” for single household or “Dwelling Design” for multihousehold b. The size modification factor. c. Complete ERI software calculations for a preferred set of energy measures and verify resulting ERI at or below DOE Zero Energy Ready Home “Target Home” for single household or “Dwelling Design” for multihousehold ERI, modified, as required, for house size. d. A narrative describing the on-site renewable energy system with the installed capacity (kW) annual energy production (kWh/year) of the proposed design using PV Watts or an approved energy simulation tool. Submit the adjusted ERI based on the annual energy production of the renewable energy system. The energy analysis will be provided by an 14 7 approved third-party rater. Each ERI point reduction from on-site renewable energy systems is recognized as a 1% reduction in non-renewable energy use.3 e. Verification that all requirements have been met using an approved “verifier”, referring to the person completing the third-party inspections required for qualification. This party must be a rater that is working under the oversight of an EPA-recognized Home Certification Organization (HCO). f. Identify the target percent reduction of non-renewable energy. Both pathways for residential compliance will use an ERI of 54 as the standard reference design from the 2021 IECC Table R406.5 Maximum Energy Rating Index, then subtract the percent reduction of the proposed design, and repeat the calculation for each residential building type within the PDZ. i. Sample calculation: • A standard reference design ERI of 54 • 54 – 10% = 44 ERI • An ERI proposed design of 44 represents a 10% reduction of non-renewable energy Post-installation Verification Prior to receiving a Certificate of Occupancy (CoO), the applicant will submit compliance verification that all residential buildings within the PDZ were constructed using measures that resulted in an ERI at or below the proposed design or the DOE Zero Energy Ready Home “Target Home” for single household or “Dwelling Design” for multihousehold ERI, as previously submitted. The third-party inspector or rater must certify that all requirements have been met and provide documentation that the energy measures and the reduction in total annual energy use were achieved. 3 Note that on-site renewable energy generation may not be used to qualify a home for the DOE Zero Energy Ready Home Target Home ERI requirements but can be used to achieve additional ERI score reductions needed for homes larger than the Benchmark Home. 15