HomeMy WebLinkAbout1981-07-21; City Council; 6678; SANDAG Presentation Regional Energy Task Forcen n 4f
AGENDA BILL ) q
AGENDA 'BILL NO: 7f INITIAL: (�
-- DEFT. HD.b�-- —
DATE: DULY_ 21, 1981 CT.1,. ATTY. 1�
DEPARTMENT: CITY ENERGY ccmITTEE CTY. MGR.
SUBJECT:
SANDAG PRESENTATION
STATEMENT-0E-THE'MATPER:
The San Diego Association of Governments has hosted the Regional Energy Task
Force for the past year. The Task Force's main objective was to develop
implementation programs for five subjects - solar access, weatherization, solar
mandating, removing barriers to solar energy in local zoning ordinances and
energy and development review. A member of the city's Energy Committee was
Carlsbad s representative to the Task Force.
Tonight Steve Sacks from Sandag will present the implementation packages and
will be available to answer any questions the Council might have regarding the
packages.
ENVIR0NM nAL,REVIEW
No environmental review is necessary at this stage. If any of the
implementation packages are recommended for adoption, environmental review will
be necessary at that time.
FISCAL IMPACT
Beyond staff time needed to review and report back to the Council, no fiscal
impact is expected. If any of the implementation packages are recommended for
adoption, a fiscal analysis will be necessary at that time.
RECUMMEMATION
The City Energy Committee recommends that the City Council arMpt the
implementation packages and refer them back to the Committee for evaluation and
action.
NO ACTION
` ''Saint Diego Association of Governments
BOARD OF DIRECTORS
DATE: 5/18/61 AGENDA REPORT No.: R-99
SO -DIEM PMIONAL ENERGY PLM 3MPUME=TION
PROGRAM - RESULTS AND REX'ONI MDATIONS
Introduction
In August of 1978, the Board of Directors adopted the regional Energy Plan (REP).
The plan contains policies which emphasize reducing the region's demand for
conventional energy and recommended conservation and alternative energy -source
action programs for local jurisdiction evaluation and implementation. The
Regional Energy Plan policies,were affirmed by 13 local jurisdictions in 1979.
The remaining two jurisdictions adopted -energy policies consistent w�fth the
REP. The plan also contains a local implementation schedule and a SANbl
technical assistance program. The Regional Energy Plan Implementation
Program has been supported by a grant from the California Energy Commission
and is being -carried out with the assistance of a Task Force appointed by
the Board of Directors in December, 1979. The Task Force is composed of
local jurisdiction staffs, representatives of public agencies and private
concerns with expertise in particular conservation or alternative energy
technologies, and is chaired !y Councilman Mike Flick of Vista. The names
and affiliations of the Task Force members are listen as an attachment to
this report.
Five conservation and solar action programs were selected for development
of detailed implementation packages which typically consist of sample codes,
ordinances -or procedures and a manual or woexbook with step-by-step explanations
of how local staffs can carry out the program. These five action programs are
directed at:
o Famving barriers to solar energy use in zoning codes.
o Creating opportunities for encouraging solar energy in local jurisdiction
regulations and review of development proposals (e.g., subdivision, Planned
Unit Development, Environmental Impact Report).
o Encouraging or requiring solar access in new residential development
and assisting voluntary solar access agreements for existing buildings.
o Providing for solar hot water and pool heating system standards and for
the option of mandatory installation in new residential development.
o weatherizing existing housing stock.
A summary of each of the five implementation packages is attached to this
report. It is my
2.
that the Hoard of Directors accept for distribution the implementation
packages produced by the Regional Energy Plan Implementation Program and
request that each city council and the Hoard of Supervisors review the
implementation packages and consider their adoption where compatible with
local conditions.
DISCUSSION
Introduction
the objective of the Regional Energy Plan Implementation Program is to provide
technical assistance to local governments interested in helping achieve energy
and energy cost savings for citizens in their jurisdictions. The impleinertation
packages provide a range of programs which -are based -on local interests, state
mandates and information on "comparative costs and energy savings of various
actions. Each implementation package contains options which can respond to
local preferences toward degree of government involvement, public agency
costs, and acbinist_ative approach. in the case of solar mandates and
weatherization, regionwide consistency is emphasized because of benefits
to the public and the private sector of being able to understand and meet
the same requirement or standard in every jurisdiction.
Regional Energy Task- Force Work
The purpose of the Regional Energy Task Force was to enable local government
staffs to determine the detailed implementation approaches and documents
(ordinances, procedures, etc.) to be developed by SANDAL staff and a consultant
for review and adoption by city councils and the Board of Supervisors. The
Task Force also included people with detailed knowledge of the implementation
of conservation and solar energy programs. Zhese Task Force members assisted
local government staff in selecting the most appropriate and cost-effective
implementation strategies.
The work of the Task Force proceeded in three major steps:
o First, specific local action programs were selected for development of
detailed implementation tools from a list of about 20 actions contained
in the Regional Energy Plan. the selection of action programs was based
on: (a) response or relationship to state mandates (removing barriers
to solar frog zoning codes, solar access and solar site design); (b)
largest potential and most cost-effective results (weatherization);
and (c) interest and visibility to local staffs and elected officials
(solar standards and marklating).
Second, a review of implementation issues and examples for each action
program (background papers) was developed by the consultant and SANDAG
staff, and reviewed by the Task Force. The Task Force discussed alter-
native implementation approaches for each action program and selected
an approach or approaches that seemed suitable for the San Diego region.
The Task Force was very involved in the development of the implementation
packages. The packages reflect a great many Task Force ideas and de-
liberations.
3.
o Third, detailed implementation packages were developed based on Task
Force input from step two, and reviewed and revised by the Task Force.
Zhe Task Force has held 20 meetings since January, 1980, when work on the
Program started. In addition, several subcommittee meetings were held on
the issue of solar hot water and pool heating standards and solar access.
Uxal,Jurisdiction Action
the following local actions have been aided through the work of the regional
Energy Task Force over the past year:
o 'i'he City of Carlsbad staff is developing solar hot water, swimming pool
and site design programs.
o City of Chula Vista is in the process of approving an ordinance requiring
solar hot water and pool heating in new constuction.
o City of Oceanside is considering an ordinance mandating solar hot water
heating for domestic hot water and pools in new construction, and is
developing solar access requirements.
o City -of San Diego adopted an ordinance removing barriers to solar from
its zoning ordinance.
Zhe 'cask Force has cieveioped a program for presenting the results of its -
work to local jurisdictions for consideration. SANDAG staff will meet with
each local jurisdirtir_- to determine how the implementation packages should
be.presented to its city council. Me presentations will be made by scare
combination of local staff, SANDAG staff and regional Energy Task Force
members. The particular implementation packages discussed and the imple.
mentation approaches to -be emphasized in each presentation will depend on
existing local energy policy and ordinances and each jurisdiction's interests
and -priorities. A recommendation for action, customized for each jurisdiction,
will be developed and presented to the city council. At a minimum, the council
will be asked to refer the implementation packages to staff or a ccmmmittee or
commission for a reconmendation on implementation actions. A status report
on the presentations and local responses will be made to the Board later
this year.
RICHARD J. ftVP
Executive Director
Attachment
R. Ifichimel Flick, Chai3mn
00*6ilm'n, City of Vista
JcYO6 QnOsdmilj.te
Planning Departap-nt
City of Carlsbad
Gene --Grady
,Diiector-Of Building
City of Chula Vista
Janet'Tracy Dykstra
A&ims tive,Andlyst
City of -6rdnadb
Bill Healy, Planning bil*cb:)r
City of Del,Mhr
Patricia Gillen.
Assistant -Planner
City,of El ciJo"'
n
GeOrgd,Pields, Director of
a Blding 4'H6U'S3'.n'g-
City,& Imperial Beach
bave-weaur
Planning Director
City of La '*za
Ann,fterd
AddhiAtrative, Absistant
ty of Li0m Gk6ve
pd*xt& diiqy, Civil
aigInee;:ing Associate
City of NatiorAl City
FrAndis,mrx)
l. Staglia
Building Director
City of Oceanside
Hal Moines, Chief
Building Insp&-tor
City of San Marcos
Aft Arm Fahey
Energy Cloprdirator
'eity'of San Diego
Harold Sanders
Building Official
City of Vistia
Attachment
IMC-ICNAL ENEMY TASK FORCE
MEMBEFGHP
Eric Pullium
tr'e Office
,CbMtY Of San- Did(p
Elaine Miller
Cbfiser,vatioin Division
California Energy 6i*s-4ion,
Harry Dotson
Cbzi§eivation,0ffi6&
beparhnent of, tjjer�y
Jack Flynn, Conservation
Prograirre
Puperyisor
San Di6qjo Gas & Electric Co.
David Durkin, E*cvUveDirectOr
California Pubs is Interest
Pesearch Group
Him Kilkinney
Ie4islative Represeritativie
Cbnstniction Industry Federation
Giegibry M. Br6wh
AmricAn Institute, of Architects
Donald FCD0nO1X#1
California Sol&f Energy
Industry Association
H.-Dennis Campbell
Energy Counselor
Hcm1e Federal Savings,
Don hood, Planner
am�u At�, Action Pattnexthip
and-San'Dikp Gas & Electric Cb.
Jay H. Heyes, Director
Utilities Engi:neewirg/Conservation
-Branch, Navy Public Works
sae• • a a a i�-
tr Kis Z i Wei a Wg ME-WOU-1.
IMPLEMENTATIM PACKAGE 1
SUR WY
Removing Barriers to Solar. Energy
Use from Zoning Ordinances
Mst local zoning ordinances have been developed without regard. to acccmio-
dating solar energy use.. There are many simple modifications which can be made
to -these ordinances to remove barriers to locating solar collectors and to pro-
vide more access to sunlight. For example, most zoning ordinances have building
height, lot coverage and yard setback requirements that can easily be made more
flexible to allow private investment in active and passive solar energy systems
for domestic water, pool and space heating.
'This implementation package contains a -manual that will allow local ,planning and
zoning staffs to remove barriers to the use of solar energy systems from existing
zoning codes. Each type of barrier to solar energy use which typically.appears,
in a zoning ordinance is described, alternative methods of removing the barrier
are suggested, and exarrples of regulatory language that could be substitutscl or
added are presented. The presentation of this information allows the local, staff
person to go through his or her zoning ordinance section by section, determine if
removal of a barrier is required and make modifications. Schematic drawings are
used, to help describe barriers and their removal. Sample resolutions to direct
local jurisdiction staffs to undertake an analysis of zoning ordinance barriers
to solar energy, for Planning Camu ssion public hearings, and for city council
adoption of amendments to the zoning code are also part of this implementation
package.
Removing barriers to solar energy use from zoning ordinances is the,sinplest
and least costly local government action to encourage the use of solar energy.
It will assist charter cities in complying with AB 3250, the Solar Rights Act
of 1978, which prohibits ordinances that "have the effect of prohibiting or of
unreasonably obstructing the use of solar energy systems, other than for the
preservation of public health and safety."
This action should be the basis for -other local actions to promote solar energy
'(such as solar access, solar site design, solar system mandates, etc.) since it
supports or is essential to the effectiveness of these .further actions.
Sane of the issues and problems related to removing barriers to solar energy are:
Aesthetics -There is some public sentiment that solar collectors are
unsightly and should be closely regulated to minimize their visual impact.
Lot coverage and setback - The recommended modifications to zoning ordinances
will allow increased lot coverage in sane instances (for example, greenhouse
additions or solar collectors located in yards) and should be closely reviewed
by fire departments to insure they do not interfere with access for public safety.
Several jurisdictions have recently adopted or drafted modified zoning ordinances
consistent with the recommendations of this implementation Package. The City
of San Diego is an exanpla.
n/_11i
SAN DIEM REGIONAL ENERGY PLAN
IMPLEMENTATION PROGRAM'
IMPUNEWATION PACKAGE 2
SIHNMARY
Solar Site Plan Review
The California Solar Rights Act or 1978 requires that in approving tentative
subdivision maps local governments "shall provide, to the extent feasible,
for future passive or natural heating or cooling opportunities in the sub-
division." Although not required by state law, local government action to
provide solar opportunities in other types of development regulations such
as planned developments and conditional use permits can also be beneficial-.
The direction of streets, the orientation of lots and buildings, and require--
ments..for landscaping and open space all have an influence on the type and
effectiveness of both passive (few mechanicai or electrical parts) and active
solar energy systems. These factors are crucial in allowing the buildings
that will eventually be placed on the land to have access to adequate sunlight
and in creating opportunities for the building itself to be designed to
incorporate passive solar heating and cooling systems:
This implementation package includes working documents which will allow local
governments -to implement two alternative levels of site plan review to-enaourage
solar energy -use. The first alternative emphasizes information required in
the formal and informal steps which project proponents and local governments
go through in submitting, reviewing and refining a development proposal. The
type of information needed at each step in order to insure an adequate
opportunity to design the development to take advantage of opportunities,to
use solar energy is specified. This part of the implementation package is
intended to'allow developers and local staffs to work cooperatively, particularly
in the early stages of an application for development approval, to determine
the potential for solar design and to be -aware of the natural, site conditions
(such -as topography and existing trees, shading patterns, wind patterns and
temperature differences) and development design strategies (such. as street
orientation and lot location and orientation) which take advantage of the
site conditions to .increase comfort and reduce energy costs through the use
of solar energy. Information requirements could be incorporated into exis-
ting.environmental review procedures.
The second level of implementation includes the first part, but adds a check-
list and design standards that can be used by local governments in measuring
the performance of a development proposal in providing opportunities for
solar energy systems to be installed by builders or owners in the future.
A sample resolution adopting the standards will be included when distributed
to l;peal agencies. The standards will insure that each development approved
by the city'will allow significant impleirontation of solar energy technologies
�on the site, with no sacrifice in development densitites.
Solar site design should be a high priority local action in promotinc the
use of solar energy. It is required in order for builders to instal:
effective passive heating and cooling solar technology now and preserves
the option for its use in the future. It is also a program that is straight-
forwardand simple for a local government planning office to implement.
This program would require additional costs of land developers in collecting
data and designing projects to respond to the standards. These costs can
be minimized by providing information on good solar site design to developers
as early as possible in the formulation of a project. The implementation
package stresses this eaarly contact. An objection often raised to design
standards like those proposed in this implementation package is that they
restrict innovative design that could accomplish the same objectives as the
standards. These standards provide exceptions for designers who want to
provide innovative development -design that will provide opportunity for
equivalent renewable energy sources to be used. A second objection may be
that the standards will reduce density. State law requires that the application
of the standards must not reduce allowable density or restrict lot coverage.
The standards include exceptions to their application in cases when density
would be reduced.
Several local jurisdictions in the regicn have adopted policy statements to
ccMply with the Solar Rights Act. The County of San Diego has adopted stan-
dards for lot orientation. The use of the solar site design implementation
package by local jurisdictions will make -available specific and comprehensive
guidelines of ztandards for designing developments which can take full
advantaige of solar energy.
a 5e• • 10.11
JMJMFM�I!Jis ..fin..
DTLOEMATION PAMM 3
SCHVW
solar Access
Access to sunlight is one of the keys to making solar energy a major factor
in the region=s energy supply. Land devel%nMt and its regulation by local
=Mnents is the arena where solar access decisions will be made and the
success of solar energy in supplementing fossil fuels as an
- energyfor the region will be determined. All of the sol ar technologies ��tl
available require collectors to be able to receive direct sunlight duringy
middle part of the day in order for than to operate .a a cost -effect
In 1978, the California legislature adopted the ithe
manner.
Solar Rights Act which encourages
local governments -to promote solar access and a1l6w3 solar easements to be rs-
quired in new subdivisions. The Solar Shade Control Act of 1978 Provides a�legal
mechanism for removing vegetation which grows to shade an existing solar ocllector.
However, in most cases, current land development practice and local 9e mele
regulation provides consumers w�itn little or no
not.be lost through the shading of clllectors guarantee etch that Mar access will
building additions and -enlargements. �' Vegetation, new construction or
ImPlementation Packages 1 and 2 Provide a framework and solar access in new devel opportunity for preserving
tical tools and legal instruments to s aPl�entation package Provides the analy_g
]landscaping can be arrangedspecifically identify how buildings and
serve this access to allofutlse invest wit in the ussolar access e of solar t' 1it is needed, �. pre -
This implementation package contains .a template which can be laid over develop -
meet maps of various scales,to determine where shading will occur and where ar
access is available. Detailed diagrams and instructions on how to apply the sol
template in-desi
meets to �g (Private sector) and .reviewing (local government) develop-
format.samethodology rate solar access are provided in a step-by-step manual
but its application isillu trated with residential ied to any low rise,, emVies t of development
A second major Part of this implementation package pertains to legal protection -
of solar access onoe.it is Provided
Sample legal forms far solaeasement and
the template analysis procedure.
tions on hots to n�easuro and describe 'and CC&R s are provided along with instruct -
A model ordinance the protected area and
consistent with , rag solar easements in new developnet1ts is ath lso pdoc�anen.
provisions of tiva California Solar Rights Act.
a major difficulty in makiiig the first parr: of the implementation
4ve7a analysis) work is the staff oamutment needed'to Package (solar
analysis methodology. It is hoped that works get fence with the
provide an introduction to the use of the templatP� be.1held this summer to
obstaole3 to the =,v A .a.._. -� • .+L Z_:.y. aeverai
—_„�S yc4u.iLwients of easements in new development (as
JON
/0,11, .
apposed to a requirement to,damnstrate adequate solar �ac ss but not legally �
,protect it in the future) exist, They include;
o
Resistance to legal restriction of develcp mt and.lamscaping `
opportunities that Oe*m i'se might exist in a pa umlar zo
district.
° (70sts of det►elaping and rdmrding� easements, or the legal uncertainty
of using less costly methods of presexvina solar access. "1
he C7ourrty of San Diego and City of Del mar are the oily, local ggtnexanents in
the region which have adopted solar amess regairenants for new developfiI
The cities of Chula Vita and Ooeanside are gently czinsi3ering solar aobess
ptwisiohs. Mandatary •;d-ments or C'UR's has been ogns4ared by sate of these
]urisdicticns, but have not been instituted for one or more -of the,iaso�s.dis-
cussed above.
i
SAN DIEGO REGIONAL agERGy pIAN
R�PWF*ATION PROGRAM
IMPLEI MTION PAC NGE 4
SLII�MARy
Solar Water and,pool Heating
Solar heating -of water and'swimning pools
the part of local is the subject of much interest on
governments in the region and throughout the state. Water
-heating is a major energy user and solar water and pool heating systems are
being marketed very successfully in the San Diego area. Studiess-by the Cali-
fdrnia Energy Ccmnission and the Public Utilities CMmission show that current
state. and federal tax -subsidies. make solar "rater and pool heating a -cost-
effective investment, in -most Instances.
HCwever, local building -officials who�must issue permits for solar systems are
faced with a wide choice of suggested standaffls for the
addition, those local governments which are Consider' system to meet. In
sys�s in new -construction must also take the respo� the mandating .of solar
these systems are cost effective. nGikiility, of insuring that
The emphasis in this implementation
for solar package has been to develop a set of �s
r water and pool heating systems which is acceptable to local governments
and will provide some:standardizati'On
the and stability to the solar industry. ,At
same time, the standw:ds must be compatible with state and federal tax credit
requirements. The implementation package contains model standards and solar
mandating ordinances -that were developed by the
ttie-past six montls. The s Regional Energy Task Force over
the Bass and ordinances. represent A-currentoohsensus
and, have the flexibility to be easily modified in the future.
Typical active solar water heating systems with_natural gas backup for
family housing developments cost benew single
tween $1,500 and $3,000. Substantial state
and federal tax subsidies care range from 55% to virtually the full cost of the
solar system. Calculations by the California En hater heating systems (with natural erg' Camtission show that solar
sive to 'Operate than natural gas oraY s stckup) wing tax credits are less,expen-
X ystems over a. 20-year its
period.
Administrative Costs for mandating solar systems may'vazy from minor to'the addi-
tion of a building inspector depending on administration approach and local h�usinq
growth. Maximum costs can be recovered through nominal pernit processing fees. An
issue to be considered in mandating solar water heating in n�xa homes is the impact
°f' increased prices on the affordabil-ity of housing. The main impact would be
on the ability of have buyers to qualify for a loan. Information.programs-have
infonried lenders that reduced home operating costs associated with solar systems
Will actually improve the ability of hers to make mortgage
Payments.
The City of Del Mar and the County of San Diego have adopted ordinances requiring
solar hot water and
Currentlpool heatinq. The cities of Chula Vista and Oceanside are.
y Considering adoption of an ordinance. The local chaptexs of the Inter -
Industry Conference of Building Officials (ICBO). and the California Solar Energy
Industry Association (CALSEIA) have reviewed and endorsed this i�a Solar Energy
package.
SAN DIEGO REGIONAL EVEEm PLAN
IMPLEMEn'ATION PF GRAM
IMPLUUMATION PACKAGE 5
SUHQW
Model Weatherization Ordinance
State -Building Code requirements to oonseive energy were initiated in 1975. In
108, the current state standards requiring ceiling. and wan insulatiarr,.weather�-
stripping and other energy saving measures were adopted. However, most of the
600,000 housing units in the region are uninsulated or underinsulated. Weather-
ization is the most cost-effective energy saving hudfiie available to consumers;
haqui.ring the weathdrization,of existing structures that do not meet minimtnm
standards is the most significant action which local §avw meets can take to save
energy and money.
This implementation package contains a model ordinance for mandating. -the, weather
izatim of existing residential structures at the time of sale. Time of sale
weathdrization• is proposed to allow iMxirnun flexibility, in financing the irr Trove=
meets. Self -certification is suggested as the enforcement approach in the
ordinance to limit ad<iunistratite costs. Written, proof of compliance is required
to be 'flied by the seller.
Weatherization standards that are suggested in the ordinance are: ceiling insula-
tion (h-19); caulking and- weatherstripping; duct insulation; waiter heater insula-
tion.blanket; and:,water flow restriotori on fawaets and showers. .Average installed
cost for a residence that requires maxj.man•weatherization would•be-about $650.
State and federal. tax credits totaling,40% would reduce this cost to $390. Typical
annual savings wouid'be 30% in space heating and cooling eosts.and about 20% in
water heatingcosts, or about $105- pex year for U1 electric houses and about
$65 per year for residences withnatural gas. Therefore tiie initial iirvestment
in weatherization would be "paid back" to the haOeowner in six years or less. If
energy prices continue to increase rapidly the payback period oould:be reduced
significantly. Administrative costs of this type of ordinance would be 104;.
mainly information dissemination to hm ecwners and realtors.
The major public issue's involved in -considering adoption of the weatherization
ordinanoe-wvuld be:
° costs to homeowner
government intervention in the sale,o£ property
A few jurisdictions in California have adopted weatherization ordinances for
existing residences. In this region only,the County of San Diego has considered
retrofit weatherization. County staff worked with the real estate industry to
develop an ordinance on which the model ordinance in the implementation package
is k6sed. The Board of Supervisors voted against adopting the ordinance earlier
this•year, partially, on the grounds that any such program should be implemented
regionwide rather than just in the unincorporated area. There would be great
ene .bfits in implementing a cm mon program in all jurisdictions: realtors and
h,rr'eowners would have to deal with only one set of standards and compliance
procedures. This would increase the understanding and acceptance of the program.
TP.e Regional Enexgy Task Force has rec m►ended' that the -SANDAG Board support i
legislation to require weatherization of existing housing stock statewide, con-
sistent with the model ordinance. Sfaff will review the model ordinance with
each locaOL jurisdiction and report lock to the Bcai-d with a reoarinendaf3cn, on -
interest in regionaide implenentation of the ordinance and/or support cif state-
wide.leyislation consistent with the ordinance.