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HomeMy WebLinkAbout2017-08-15; City Council; ; Adopt a Resolution authorizing execution of an agreement for participation in the San Diego Gas & Electric Savings by Design Program for the Pine Ave Park Community Center & Gardens Project, Project No. 4603CA Review ft5 CITY COUNCIL Staff Report Meeting Date: To: From: Staff Contact: Subject: Aug. 15, 2017 Carlsbad City Council Kevin Crawford, City Manager Steve Didier, Municipal Projects Manager steven.didier@carlsbadca.gov or 760-602-7539 Adopt a Resolution authorizing the Public Works Director to execute an agreement for participation in the San Diego Gas & Electric Savings by Design Program for the Pine Avenue Park Community Center & Gardens Project, Project No. 4603. Recommended Action Adopt a Resolution authorizing the Public Works Director to execute an agreement for participation in the San Diego Gas & Electric (SDG&E) Savings by Design (SBD) Program for the Pine Avenue Park Community Center & Gardens Project, Project No. 4603 (Project). Executive Summary The SBD Program encourages the design and construction of high-performance projects that offer economic, health and environmental advantages to building owners, building occupants and the public. City staff invited SDG&E to review the Pine Avenue Park Community Center design documents and provide an estimate of the potential incentives, should the city choose to participate in the SBD Program. SDG&E estimates the Pine Avenue Park Community Center could generate up to $27,214 in incentives through the SBD Program. Full participation in the SBD Program requires entering a one-time agreement with SDG&E to provide design assistance and financial incentive. Discussion SBD is California's non-residential new construction energy efficiency program, administered statewide and funded by utility customers through the Public Purpose Program's surcharge, applied to gas and electric services. SDG&E is a participating California utility and offers the SBD Program to the non-residential building industry. The SBD Program encourages energy efficient building design and construction practices. It also promotes the efficient use of energy by offering design assistance, supported by financial incentives based on project performance. SBD uses the 2016 California Building Energy Efficiency Standards and other industry standards as a reference baseline when evaluating projects. It encourages and generates energy savings within projects to perform better than mandated by Title 24 of the California Code of Regulations (the California Building Standards Code). SBD analyses provide detailed technical and financial assistance data that allow owners and design teams to make informed decisions regarding energy efficient features. Page 51 #5 Full participation in the SBD Program requires entering a one-time agreement with SDG&E to provide design assistance and financial incentive. In exchange, the city will provide SDG&E all project Title 24 compliance documentation, energy efficient equipment specifications and documentation, and will allow SDG&E staff to verify installation and operation post construction. (The SBD Program agreement is Attachment A ofthe proposed resolution.). This Project helps meet the City Council Policy No. 71 Energy Conservation and Management and the Climate Action Plan measures. Specifically, these include: • City Council Policy No. 71, A.2.a Construction of Civic Facilities: Whenever practicable and within a reasonable cost/benefit ratio, design and construct mechanical and electrical systems to achieve the maximum energy efficiency achievable with current technology. • City Council Policy No. 71, A.3 Building Operations and Maintenance: All buildings will be maintained and operated to minimize energy use. Standardized energy management and control systems shall be utilized in all civic facilities to minimize energy consumption. • Climate Action Plan, Measure G, Promote Commercial and City Facility Commissioning, Action G-2: Commission city facilities to improve building operations and reduce energy costs. Fiscal Analysis SDG&E estimates the Pine Avenue Park Community Center could generate up to $27,214 in SBD Program incentives based on the current design and anticipated performance post- construction. Assuming the city builds the project as designed, and the project meets all program requirements, SDG&E will pay the incentive. If the city makes any changes during construction from the original design, SDG&E may adjust the incentive to reflect the revised, estimated building performance. Next Steps The Public Works Director will execute and submit the Savings by Design Owner Agreement. After SDG&E executes the Owner Agreement, staff will monitor progress and will coordinate final post-construction evaluation with SDG&E staff. Environmental Evaluation (CEQA) The Negative Declaration for Pine Avenue Park was approved by the Planning Commission on Dec. 17, 2003 (Planning Commission Resolution No. 5523). The pending improvements to the park are w ithin the scope of the prior environmental review documents, and no further environmental documentation is required per CEQA Guideline Sections 15162. Public Notification This item was noticed in accordance with the Ralph M. Brown Act and was available for public viewing and review at least 72 hours prior to the scheduled meeting date. Exhibits 1. Resolution authorizing the Public Works Director to execute an agreement for participation in the San Diego Gas & Electric Savings by Design Program for the Pine Avenue Park Community Center & Gardens Project, Project No. 4603. 2. Savings by Design Program 2017 Participant Handbook. Page 52 RESOLUTION NO. 2017-158 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AUTHORIZING THE PUBLIC WORKS DIRECTOR TO EXECUTE AN AGREEMENT FOR PARTICIPATION IN THE SAN DIEGO GAS & ELECTRIC SAVINGS BY DESIGN PROGRAM FOR THE PINE AVENUE PARK COMMUNITY CENTER & GARDENS PROJECT, PROJECT NO. 4603. EXHIBIT 1 WHEREAS, the City Council of the City of Carlsbad, California, has determined it necessary, desirable, and in the public interest to construct the park improvements for the Pine Avenue Park Community Center & Gardens Project (Project), Project No. 4603; and WHEREAS, on Oct. 25, 2016, the City Council of the City of Carlsbad adopted Resolution No. 2016-219, approving the contract documents, plans and specifications for the Project; and WHEREAS, on Jan. 24, 2017, the City Council of the City of Carlsbad awarded a contract to Barnhart Reese Construction, Inc. to construct improvements for the Project; and WHEREAS, participation in the San Diego Gas & Electric (SDG&E) Savings by Design Program for the Pine Avenue Park Community Center will help achieve energy savings as required per the city's Energy Conservation and Management Policy No. 71 and Climate Action Plan; and WHEREAS, SDG&E estimates the city is eligible for $27,214 of incentives based on the current energy efficient design of the Pine Avenue Park Community Center & Gardens Project, Project No. 4603. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. That the above recitations are true and correct. 2. ' That the Public Works Director is hereby authorized and directed to execute the agreement, attached hereto as Attachment A, with SDG&E for participation in the Savings by Design Program. EXHIBIT 1 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 15th day of August, 2017, by the following vote, to wit: AYES: NOES: ABSENT: M. Hall, K. Blackburn, C. Schumacher, M. Packard. None. M. Schumacher (SEAL) 2017 Savings By Des ign Owner Agreement: Whole Building Approach TERMS AND CONDITIONS Th is Agreement is entered into by San Diego Gas & Electric (hereafter referred to as "SDG&E"} and the Owner (as indicated herein}. This Agreement is a one-time offer to provide design assistance and a financial incentive to the Owner for participation in the Savings By Design Program ("Program"} pursuant to the terms and conditions outlined herein and in the Savings By Design Program Documents ("Program Documents"). The Program Documents are incorporated into this Agreement by reference and include t he 1} Savings By Design brochure, and the 2) 2017 Savings By Design Participant Handbook, which have been provided to the Owner. Funding approved for this Program is limited and will be paid on a first-come, first-served basis to qualified applica nts. Funds will only be reserved upon SDG&E's execution of this Agreement. This incentive offer is subject to the availability of authorized funds. This Agreement is valid for forty-eight (48} months from the date SDG&E executes this Agreement. SDG&E will deliver an executed copy of this Agreement to the Owner after acceptance and execution by SDG&E. INCENTIVE This incentive offer is an estimate and is subject to the availability of authorized funds. SDG&E reserves the right to modify or cancel t he incentive offer if the actual system(s} installed differs from the proposed installation. Additionally, self-generation systems (such as photovoltaics, fuel cells, micro turbines, and cogeneration systems) are not eligible for incentives. This project may be subject to a significant reduction in incentives, up to and including zero incentives p~id if it is discovered at the time of inspection that a self-generation system or device has been installed at the project site to reduce the quantity of electricity purchased from SDG&E. Furthermore, the energy purchased for the project site must be purchased from SDG&E under a tariff that collects Public Purpose Programs funds. .lni1lillQ SDG&E reserves the right to modify or discontinue this Program without prior notice at its discretion, a~cknowledge or by order of the CPUC. Payment of authorized incentives shall be made to the Owner only after all program . requirements are met and upon verification of installation by an SDG&E Savings By Design Program Representative. ELIGIBILITY •Tobe eligible for incentives under this Program, Owner's project must be nonresidential new construction or renovation/ remodel located within SDG&E's service territory. • Owner must install the energy-efficient equipment or system(s} specified in the "Proposed Design and Incentive Estimate" section of this agreement (the "Proposed Design"} which at minimum exceeds Title 24 standards or a generally-accepted industry standard for energy efficiency. • Installation of any energy-efficient equipment required for compliance with Title 24 will not qualify for incentives under this Program. • Energy savings, and incentives based on those savings, will be based on energy efficiency improvements beyond the minimum, currently in effect, Title 24 requirements, where applicable. • Specific Restrictions apply to each energy efficiency system, as outlined in the Program Documents. •Tobe eligible for incentives under this Program, Owner agrees that they will not apply for or receive incentives offered by local or state entities or other utilities for measures covered under this Agreement. OWNER AGREES TO: • Install and operate the Proposed Design in accordance with applicable laws, safety standards, and existing governmental regulations or orders. • Provide SDG&E with Title 24 compliance documentation plus any other document ation needed to establish the performance of systems selected. Owner agrees to provide SDG&E with all documentation necessary for verification of installation and performance of energy efficient systems qualifying for incentives. • Provide manufacturer's specification sheets to SDG&E prior to the payment of the incentive. Also, upon request, Owner agrees to submit vendor and/or contractor invoice(s} to verify that incentive payments will not exceed 75 percent of the incremental costs associated with the purchase/installation of the energy efficient technologies. • Accept as final authority, SDG&E's determination of the incentive amount. • Allow SDG&E and California Public Utilities Commission ("CPUC"} representatives reasonable access to Owner's project site to inspect and verify installation and operation. Owner understands that said inspection and verification is not an electrical safety inspection. "'SOG&E'" refers to San Diego Gas and Electric Company, a subsidiary of Sempra EnergyCorporc1tion. 0 2017 San Diego Gu and Elect1lc Company. All lights reserved. These offerings are funded by California utility customers and administered by SDG&E und•r th• ausplcos of the calirornla Public Utillti•s Commission. Janua,y 2017 W80A-lOl7•001 2 of 3 2017 Savings By Design Owner Agreement: Whole Building Approach OWNER AGREES TO (CONTINUED): • Participate in measurement and evaluation studies, if selected. These studies are used to analyze current program performance and improve future program designs. Owner agrees to fully cooperate with the study team if asked to participate. • Owner shall indemnify, defend, and hold harmless SDG&E, its affiliates, subsidiaries, parent company, officers, directors, agents, and employees from and against all claims, losses, damages, costs, expenses, and liability arising from or connected with Owner's participation in the Program. Owner shall, at SDG&E's request, provide a defense against any claim covered by this indemnity. • In no instance shall SDG&E be liable for any incidental, special, or consequential damages as a result of this Agreement. • Owner understands that SDG&E makes no representations and warranties as to proper installation, product endorsement, technical feasibility, operational capability, and/or reliability of equipment for which incentives are paid. Owner agrees not to make any such representations and warranties to third parties and agrees to indemnify SDG&E in the event said representation and warranties are made to third parties. Owner further acknowledges that any incentive paid is funded through Public Goods Charges from California ratepayers and that said incentives are intended for the benefit of customers of California utilities. • Owner consents to SDG&E's assignment, in its discretion, all of SDG&E's rights, duties, and obligations under this Agreement ("Duties'1 to the CPUC or its designee. Such assignment shall relieve SDG&E of all duties arising under this Agreement. Other than such assignment by SDG&E, neither party shall assign its right or delegate its duties without the prior written consent of the other party, except in connection with the sale or merger of a substantial portion of its properties. Consent to assignment shall not be unreasonably withheld. If an assignment is requested, Owner may be required to provide additional information if requested by SDG&E. • Owner agrees that SDG&E will receive the energy benefit for which the Owner incentive is paid, for a period of not less than five (S) years or the rated life of the equipment if that is less than five (5) years. Owner agrees that if 1) Owner does not provide Utility with 100 percent of the related benefits specified in the application, for a period of five years from the receipt of the incentive, or 2) the energy benefit to SDG&E ceases (for example, if Owner' stops using the equipment or no longer pays the Public Goods Charge (PGC),) Owner will return to SDG&E the prorated portion of the Owner Incentive dollars based on the actual period of time for which Owner failed to provide the energy benefit. TAX LIABILITY • Incentives may be taxable and will be reported by SDG&E to the IRS unless Owner qualifies under an exempt status. SDG&E will report the incentive as income to Owner on IRS Form 1099 unless Owner has established that it qualifies for an exempt tax status as indicated on this Agreement. Owner is urged to consult a tax advisor concerning the taxability of incentives. SDG&E is not responsible for any taxes that may be imposed due to incentive payments. • SDG&E MAKES NO WARRANTY, WHETHER STATUTORY, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES REGARDING THE DESIGN, CONSTRUCTION, EQUIPMENT, OR INSTALLATION OF ANY PROJECT OR PARTS REFERRED TO HEREIN, OR THE BENEFITS TO BE DERIVED FROM THE INSTALLATION, OPERATION, AND USE OF SUCH EQUIPMENT, OR ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR USE OR APPLICATION. NO AGENT, EMPLOYEE, OR REPRESENTATIVE OF SDG&E HAS AUTHORITY TO BIND SDG&E TO ANY AFFIRMATION, REPRESENTATION, OR WARRANTY UNLESS EXPRESSLY MADE AND AGREED TO IN WRITING BY SDG&E. • By execution of this Agreement, Owner certifies that Owner meets all the program eligibility requirements and that the information supplied on this Agreement is true and correct. Owner certifies that Owner has read and understands the Program Documents and agrees to abide by Program rules and requirements set forth in the Program Documents. To be valid, this Agreement must be signed by all parties prior to December 31, 2017. In witness whereof, the parties have executed this Agreement as of the date last set forth below. ff~ --- Signature ~ \}.;;ature Elaine Lukey Michelle Costello Owner's Representative (Print Name From Above) Public Works Director t5.Z.<-f ' / l SDG&E REPRESENTATIVE (Print Name From Above) d EE Non-Res Programs MGR <J\u'::J t l 1 Title Date Title Date "SOG&E· r"fe,s to San Diego Gas and EIKblc Company, a subsidiary of Sempra EnergyCorpo,ation. 0 2017 Scln Diego Gas and Electric Company. All righU reserved. lhe.se offerings are fundl!d by California utility customer.sand •dministe,ed by SOG&E under the auspkes of the Califomla Public Utilities Commis.s1on. January 2017 WBOA-2017·001 3 of 3 Savings By Design 10379010 -Pine Ave Park Community Center (5001256512) Summary of Energy Savings and Incentives % better Owner Building Description kW kWh Therms than T24 Sq Ft. Incentive Community Center 0.0 93,749 733 32.3% 17,050 $31,014.00 Preliminary Savings & Incentive (prior to PV reduction) 0.0 93,749 733 $31,014.00 PV Adjustment to Calculations !Preliminary Energy Saving & Incentive 92.63% 0.0 93,749 733 $31,014.00i ! PV Savings & Incentive Adjustments: 7.37% 4.2 (6,883) 0.0 $ (3,800.00) ! I I •-------------------------------------------------------------------------------------------------------------------------------------------------~ % better Owner FINAL PROJECT ENERGY SAVINGS & INCENTIVE kW kWh Therms than T24 Sq Ft. Incentive FINAL PROJECT ENERGY SAVINGS & INCENTIVE: 4.2 86,866 733 32.3% 17,050 $27,214.00 ., "' I!" :, -:1 .. ., :em be 10379010 Pine Ave Park Community Center (5001256512) Run No. AD E1 E2 E3 E4 ES E6 EP v6.7.0.4 CZ7 E. nerav t::rrtctenc Building sq-ft" Measure As Designed See Note AD below for model Information Notes: AE: Craig Bullock Modeled By: T Squared Engineen: v Measures ;:;,ummarv 17,050 Total Building Average Average 2pm-5pm Annual Annual 2pm-5pm %Better Peak Electricity Therms Peak than T24 Demand Consumed Consumed Demand Usa0<> Savt!!<!• lkW/vr\ lkWh/vr\ ltherm<ivr\ lkW/vrl 32.3% . 287,513 . ( -• -: ·,. --' ' -AO Edited provided EnergyPro model: Includes Ken's Ltg evaluation E1 E2 E3 E4 ES E6 Annual Electricity Saved• lkWhlvrl 93,740 ' -I ;ii -,, ' --' -Annual Owner Therms Incentive Saved• ($) Ctherms/vrl 733 $31.014 . ... ' ----. -. Reviewed: James G. RoclH. SDG&E Incentive 10% End Use Moitoring Parking Annual Combined Incentive Incentive .. Lighting Savings• ($) 1$\ $/sn-ft l~h,r\ $31,014 $ 1.82 s 9,838 so s -,1 $0 $ .• $0 $ . so s -so $ -$0 $ -'Compared to As Designed .,To qualify for the End Use Monitoring or Enhanced Commislonlng Incentives, please see the guidelines in the Savings by Design Participant Handbook •••This •rough order of magn~ude' estimate of IMC is based on RS Means or Cost Estimators reports or Industry Standard Practice. It is reliable, however no cost is guarenteed; Customers are encouraged to double check these values, and/or provide their own. Incremental Measure Cost % Better than T24 (IMC)" ... 1$\ 0% 5% 10% 15% s 1,066 '!';", ~ ·-·-~· }/\ I '.' \\nas-cp1 a\data2WKTGISHAREICPS\0Tl\SBO lnfo\Olgllal_Pl'Ojoct_Flles\SBOIProject_Oireetory\02_ YNauta\1037901 O_PinoAvePari<comrmmityCenter_ YNIOJ_E><Ante\03.2_ CUSTSELC\03.2.1_SLFGEN\5001256512_PineAvoPar1<_EEM_Summa,y.Jdsx 20% 1 2 Savings By Design I UTILITY INCENTIVE WORKSHEET UTIL-1 3 10379010 Pine Ave Park Community Center -SolarPV ANNUAL TDV ENERGY USE (kBtu/sqft-yr) Standard Proposed Margin 7 Space Heating 36.94 9.74 27.20 8 Space Cooling 221.04 99.29 121.75 9 Indoor Fans 24.06 36.88 -12.82 10 Heat Rejection 0.00 0.00 0.00 11 Pumps 1.27 0.00 1.27 12 Domestic Hot Water 68.34 70.63 -2.29 13 Lighting 81.51 42.83 38.68 14 Receptacle 104.80 104.80 0.00 15 Process 2.33 2.33 0.00 16 Process Lighting 0.00 0.00 0.00 17 Totals: 540.29 366.50 173.79 ANNUAL SITE ENERGY USE 19 Average 2pm -5pm Standard Proposed Margin 20 Peak Demand (kW) 83.5 79.3 4.2 21 Standard Proposed 22 ENERGY COMPONENT Electricity Nat. Gas Electricity Nat. Gas 23 (kWh) (therms) (kWh) (therms) 24 Space Heating 0 733 11,485 25 Space Cooling 137,679 0 42,273 26 Indoor Fans 15,367 0 28,682 27 Heat Rejection 0 0 0 28 Pumps 415 0 0 29 Domestic Hot Water 98,541 0 101,841 30 Lighting 54,900 0 28,847 31 Receptacle 72,459 0 72,459 32 Process 1,999 0 1,999 0 0 0 0 0 0 0 0 0 3/16/2017 PERCENT BELOW TITLE-24 Adjusted TDV Energy Use (Exdudes Process Energy) Standard Proposed Design Design Margin 540.291 -1 366.501 =I 113.791 Standard %Below Margin Design Title-24 173.791" 537.961 =I 32.3%1 Conditioned Floor Area (sq.ft.): 17,050 sq.ft. The values below are results from an EnergyPro "Noncompliance" energy analysis. Margin Qualifying Margin Electricity Nat. Gas Adjustment (kWh) (therms) 0.9263 -10,639 733 eligible / gross 88,377 0 -12,335 0 0 0 384 0 -3,057 0 24,134 0 0 0 0 0 33 Process Lighting 0 0 0 0 0 0 .,_ ___ ... 34 Totals: ~~ m m~ o ¾~ m POTENTIAL OWNER INCENTIVE CALCULATION -ADJUSTEDFOR PV GENERATION 36 37 38 39 40 Electricity (kWh) 41 Electricity (kW) 42 A~ Sempra Energy utiutV- 43 44 Natural Gas (therms) 45 These results are for Self-Generation projects with 8760 46 annual hour analysis showing hours in which measure is "purchasing" energy. Hours of over production 47 ("selling") are not eligible for incentives, and these 48 results have been adjusted to reflect this. s r um B C % Be owT-24 (from step 2) Incentive Rate 30.o I xi I 30.0%1:Ja---·L __ _ C/kWh 100.oolx! $/kW 100.oi xi C/therm !Owner Incentive D E F Savings (from step 3) Subtotal 86,8661 =I $26,0601 kWh 4.21 =I $421 1 kW 7331 =I $733 1 therms 100.0% 27,214 -1 $27,2141 ($150,000 max) G H SUMMARY Self-Generation -PV Report 10379010 Pine Ave Park Community Center -SolarPV Date: 3/16/2017 FIie: 10379010 PineAveParkCtr PV Calc.xlsx Eligible Savings, kWh/yr: 86,865.6 Margin, kW: 4.21 Photo-Voltaic Analysis -Procedure to Establish Eligibility & Incentive PV Reduction: 3.9" Climate Zone: 7 PROCEDURES Steps: 1. Run EnergyPro model in T-24 Compliance mode and Non-compliance mode. 2. Save output from parametric runs in "StandardNC.csv" and "ProposedNC.csv" for the Non-compliance mode. 3. Print UTIL-1 and ECON-1 for Compliance mode; Print ECON-1 for Non-compliance mode. 4. Go to PV Watts website, input PV system, using zip code, and select TMY3 data. http://pvwatts.nrel.gov/ 5. Save output as "hourly" data to "*.csv" Save or Print "inputs and assumptions" into this spreadsheet. 6. Copy and Paste Non-compliance "StandardNC.csv" and "ProposedNC.csv" data into this spreadsheet in appropriate tabs. 7. Copy and Paste PV-Watts "* .csv" data output into this spreadsheet. 8. Manually edit the "Energy Components" for both "Standard" and "Proposed" columns in the "STEP-1" area of UTIL-1 tab (cells C7 .. C16 and E7 .. E16). 9. Standard -Proposed is "Margin" or Savings. This is compared to PV generation each hour of the year. Qualifying Margin = minimum of "Purchase or Gross Margin". 10. Print UTIL 1, Non Compliance Runs, and Instructions Tabs below, for report. Compile printed record/Report: >UTIL-1 (w/ECON-1) SOG&E calculator; >PV results tab; , 11. >UTIL-1, ECON-1 from EnergyPro, for compliance and non; >Summary & Procedures (instructions tab); >PV documents and drawings; >Backup documents, emails, etc.; 103 79010_P/neAveParkCtr_ PV_ Ca/c.xlsx Instructions Printed: 3/16/2017 5:57 PM 10379010 Pine Ave Park Community Center (5001256512) EP v6.7.0.4 AE: Craig Bullock Modeled by: T Squared Enginee El M t # ec. e er : _________________ _ 17,050 sf CZ7 Gas Meter#: ______________ _ Electrical Inspector Allowed Actual Checkoff Lighting Power Density (watts/sf) 0.963 0.506 47.5% D better than T-24 Mechanical COOLING Split System No. of Manf. Model No. Tons Cooling EER Economizer I Notes Units FC/CU-1, 3, 5, 6 4 Carrier 25HCD3 60 5.0 1.0 y D FC/CU-2 1 Carrier 25HCD3 30 2-1/2 2.0 N FC/CU-4 1 Carrier 25HCD3 48 4.0 3.0 N FC/CU-7, 8, 9 3 Carrier 38MAQB 18 1-1/2 4.0 N Packaged AJC Unit No.of Mani. Model No. Tons Cooling EER Economizer ~ Notes Units RTU-1, 2 2 Carrier 50TCQD 14 12.0 11.6 SEER y DOMESTIC HOT WATER Water Heater/Boiler I ~~1,~ 1 I Mani. Model No. 1a~r.:..1 Efficiency I WH-1 Rheem Rheem 82VR30-2 15,533 0.90% Electric B Envelo e Glazing Manufacturer Description WlnlerU-SHGC Overhangs Factor PPG Solarban 70XL 0.28 0.27 D Roof U-Factor R-Value Joint App IV Ref R-30 WOOD ROOF 0.035 28.6 JA4.2.2-A 17 B R-30 ROOF ATTIC 0.031 32.3 JA4.2.1-A20 Cool Roof A~ed Solar Reflectance I Therm Emltt I Johns Manville JM TPO 0.1 0.85 D Wall U-Factor · R=value Joint App IV Ref R-19 Metal Stud 0.074 13.50 JA4.3.1-A5 D Owner understands that changes to the Proposed Building Measures and Inspection Checklist, Including, alterations, D substitutions, additions, or omissions will result In a project energy performance reconclliatlon review and may result In a lower or higher energy efficiency Incentive payment. J/1612017 Customer Initials Date 5001256512_PineAvePar1<_EEM_Summory.,cisx 2017 Savings By Design Participant Handbook January 2017 TABLE OF CONTENTS 1.0 NEW FOR 2017 .................................................................................................................. 3 2.0 PROGRAM OVERVIEW AND POLICIES ............................................................................ 4 2.1 Introduction ...................................................................................................................................... 4 2.1.1 Benefits of Participation ............................................................................................................ 4 2.1 .2 Designed for Nonresidential New Construction Projects .......................................................... 5 2.2 Definitions ........................................................................................................................................ 5 2.3 General Requirements and Eligibility ............................................................................................... 9 2.4 The Participation and Basic Process ............................................................................................... 9 3.0 PROGRAM ASSISTANCE AND INCENTIVES .................................................................. 13 3.1 Design Assistance .......................................................................................................................... 13 3.2 Design Resources .......................................................................................................................... 13 3.3 Financial Incentives ........................................................................................................................ 13 3.3.1 Design Team lncentives .......................................................................................................... 14 3.3.2 End Use Monitoring Incentive ................................................................................................. 14 4.0 TWO PROGRAM APPROACHES TO EE BUILDINGS ..................................................... 15 4.1 Whole Building Approach ............................................................................................................... 15 4.1.1 Calculation Requirements ....................................................................................................... 15 4.1.2 Whole Building Approach incentives ....................................................... : ............................... 15 4.2 Systems Approach ......................................................................................................................... 16 4.2.1 System Approach lncentives ................................................................................................... 17 6.0 TABLES AND FIGURES ................................................................................................... 17 2 Page 59 2017 Savings By Design Participant Handbook January 2017 1.0 NEW FOR 2017 Systems Approach incentive changes: 1. Process Measure incentive rate to $.08/kWh. 2. Lighting systems to $0.08/kWh. 3. Demand incentive to $150/kW.1 ******************************************************************************************** Go on to the next page 1 For Systems Approach projects only, if at the discretion of the Investor Owned Utility (IOU), it is identified that the customer can receive incentives for proposed energy efficiency measures through more cost-effective and streamlined program offerings, the customer may be directed to apply for such programs (in lieu of Savings By Design program) by the IOU. 3 Page 60 2017 Savings By Design Participant Handbook January 2017 2.0 PROGRAM OVERVIEW AND POLICIES 2.1 INTRODUCTION Savings By Design (SBD) is California's nonresidential new construction energy efficiency (EE) program, administered statewide and funded by Utility customers through the Public Purpose Programs surcharge applied to gas and electric services. These are the participating utilities: • Pacific Gas and Electric (PG&E) • Sacramento Municipal Utility District (SMUD) • San Diego Gas And Electric (SDG&E) • Southern California Edison (SCE) • Los Angeles Department of Water and Power (LADWP) This statewide approach offers the nonresidential building industry a multi- faceted program designed to consistently serve the needs of the building community throughout California. SBD encourages energy-efficient building design and construction practices. It promotes the efficient use of energy by offering up-front design assistance, supported by financial incentives based on project performance. SBD uses the 2016 California Building Energy Efficiency Standards (Title 24, Part 6) as a reference baseline for comparison and when appropriate, uses other industry standards to determine reference baselines for comparisons. It encourages and generates energy savings within projects to perform better than mandated by Title 24. SBD analyses provide detailed technical and financial assistance data that allows Owners and Design Teams to make informed decisions regarding EE features. 2.1.1 BENEFITS OF PARTICIPATION Projects participating in SBD may receive design assistance, Owners' Incentives, Design Team lncentives,2 Energy Design Resources, and/or other applicable services. Services begin in the project design phase and continue through construction completion. Design assistance can range from a simple plan review and/or efficiency upgrade recommendations to a complete computer simulation analysis that compares a number of alternative systems and integrated building design options. Financial incentives, to help offset increased design interaction and potential costs of construction, are available for projects that exceed thresholds established by the program. Participation in the program brings additional benefits, such as: a. Reduced long-term operating costs b. Greater comfort, health and productivity for occupants c. Conservation of natural resources and cleaner air due to avoided power 2 Design Team Assistance to be offered in lieu of Design Team Incentives in SDG&E service territory 4 Page 61 2017 Savings By Design Participant Handbook January 2017 generation 2.1.2 DESIGNED FOR NONRESIDENTIAL NEW CONSTRUCTION PROJECTS SBD targets the primary decision-makers in new construction and renovation/remodel projects: a. Building Owners b. Developers C. Architects d. Engineers e. Designers f. Contractors g. Builders h. Energy consultants The program serves commercial, industrial, and agricultural customers. 2.2 DEFINITIONS Alternative Calculation Method (ACM): Official method for demonstrating performance compliance with California's Energy Efficiency Standards. The 2016 ACM Approval Manual is available from the California Energy Commission (CEC). Alternative Delivery Method (ADM): The ADM delivers the same services available to all customers through Savings By Design. The purpose of the flexible model is to provide a short term, focused offering of SBD services to promote the use of a new energy efficient technology or to cultivate participation from a particular market segment or customer type that may not have participated in the program previously. Construction Document: Drawings and specifications created by an Architect that detailed requirements for project construction. Design Assistance: Consultative services that assist customers in integrating energy efficient recommendations into the design of the customer's facility. Although customized for each project, design assistance may include the following: integrated design facilitation, energy calculation analysis, life-cycle cost analysis, and other services. Design Development: The preparation of more detailed drawings and final design plans, showing correct sizes and shapes for rooms. Also included is an outline of the construction specifications, listing the major materials to be used. Design Team: The group responsible for the design and implementation of the systems in the building that use energy or affect the building's overall energy consumption. The Design Team will generally include the building Owner, Project Architect, Mechanical and Electrical Engineers, Lighting Designer, Energy Consultant, Contractor, and possibly others. Design Teams that receive 5 Page 62 2017 Savings By Design Participant Handbook January 2017 incentives are responsible for documenting and delivering program influence over the customer's energy efficient decisions on behalf of the utilities. The program influence is included in the Energy Efficiency Report. Design Team Application: A form submitted by the Design Team Leader to the Utility indicating interest in participating in the Design Team Incentives component of the SBD program. Design Team Leader: The person who, for purposes of this program, takes the lead in examining and implementing EE options, specifically, the person who signs the Incentive Agreement and represents the Design Team to the Utility. Generally, this will be the project architect, mechanical engineer, or energy consultant. Energy Efficiency Report: A document that provides the Utility with a detailed explanation of the SBD project scope and EE measures that the design team has incorporated into the integrated building design. This report contains the contact information of each design team member and incremental costs for each EE measure type. The report also chronicles how the design team delivered program influence over the customer's energy efficient decisions on behalf of the Utilities. It includes, but is not limited to, a financial analysis of various EE measure combinations and associated incentive levels and energy savings. Free Rider: A program participant who would have implemented the program measure(s) or practice(s) in the absence of the program. Gas Surcharge: An unbundled rate component included on a customer's gas bill to fund Public Purpose Programs, including EE, income qualified services, and research and development. Incentive Agreement: An Agreement executed between the program participant and the Utility that documents the estimated electric and gas savings and the estimated incentive amount for the project. Funds are reserved for a period of 48 months upon execution of this Agreement. Integrated Design: Involves all Design Team members and enlists them to consider energy use and financial impacts throughout the design process in order to make appropriate decisions. Integrated design calls for the Design Team members to be synergistic in the building design, construction, operation, and maintenance of the facility. Incremental Cost: The cost that the customer will incur above and beyond the cost associated based on their original design of the building. These costs are associated with the implementation of program recommended energy savings technologies that enable the facility's efficiency to exceed current Title 24 standards. Incremental costs are to be provided by measure type (for example, Lighting, Mechanical, and Envelope) and should include hardware, labor, change orders, and engineering costs. Integrated Design Analysis: A comprehensive analysis that includes energy simulation and financial analysis to quantify the benefits associated with multiple energy efficient options and strategies. New Construction: The New Construction (NC or NEW} installation type category includes new equipment that has been installed in a newly constructed 6 Page 63 2017 Savings By Design Participant Handbook January 2017 area, in an area that has been subject to a major renovation. It involves complete multi-system replacement, area re-construction, or equipment installed to increase the capacity of existing systems due to existing or anticipated new load handling requirements. Owner: The building Owner and/or developer of a project participating in the SBD program. Program Influence: A California Public Utilities Commission (CPUC) requirement where documentation must be provided which demonstrates that the customer is not a free-rider. Project Information Form: A form completed by the building Owner, Owner's representative, or Design Team to inform the Utility of their interest in the program and to provide a brief summary of project details (for example, project name, address, size, building type, etc.) Project: The scope of work contained in one set of construction documents as submitted for permits or a major phase Public Goods Charge (PGC): A universal charge applied to each electric Utility customer's bill to support the provision of public goods. Public goods covered by California's electric PGC include Public Purpose EE Programs, income-qualified services, renewables, and energy-related research and development. Public Purpose Programs -SBD is a Public Purpose Program, which is managed under the auspices of the CPUC and administered by the participating California gas and electric Utilities. These funds are directed toward a variety of efforts including income-qualified ratepayer assistance and EE. Reference Baseline -SBD uses the applicable California state energy standard (Title 24 and Title 20) as a reference baseline, a benchmark from which energy savings are determined. If the ACM baseline does not accurately reflect design changes or technological advances, the Utility representative reserves the right to use a "standard practice compliant building" approach or similar baseline adjustment. Where energy standards are not applicable, but substantial energy savings are feasible, a standard practice baseline will be used. An experienced Utility engineer will determine or approve the appropriate baseline to be applied to such a building project and or process. SBD Representative: The Utility representative responsible for establishing, facilitating, and maintaining the relationship between the Utility, the Owner, and the Design Team for the purpose of achieving the benefits of the program. Schematic Design: The preparation of studies to ascertain the requirements of the project. It consists of drawings and other documents that illustrate the scale and relationships of the project components for approval by the Owner. The Architect may also submit to the Owner a preliminary estimate of construction costs based on current area, volume, or other unit costs Time Dependent Valuation (TDV) TDV, as the name implies, applies value to energy depending on the time it is used. This means that electricity saved on a hot summer afternoon will be worth more in the compliance process than the same amount of electricity saved on a winter morning. The value assigned to energy savings through TDV more closely reflects the market for electricity, gas, 7 Page 64 2017 Savings By Design Participant Handbook January 2017 propane, and other energy sources and provides incentives for measures, such as thermal storage or daylighting, that are more effective during peak periods. Title 20: California Code of Regulations relating to appliance efficiency. It is also known as the Appliance Energy Efficiency Standards. Title 20 sets minimum efficiency requirements for appliances, such as package-units, exit signs, and other building elements in the state of California . Title 24: California Code of Regulations relating to building design and construction. Part 6 of Title 24 is the Energy Efficiency Standards for Nonresidential Buildings. Title 24 sets minimum efficiency requirements for building construction materials and energy-consuming equipment in the state of California. Warm Shell: In "warm shell" projects, the building envelope, central mechanical system, and core lighting systems are included in the design and Title 24 documentation. Future build out work or tenant improvements are typically permitted separately and may result in subsequent participation in the program if the tenant chooses to participate and the project meets the program terms and conditions in the application. Utility: California electric and gas utilities who have chosen to participate in SBD: Pacific Gas and Electric (PG&E), Sacramento Municipal Utility District (SMUD), Los Angeles Department of Water & Power (LADWP), San Diego Gas and Electric (SDG&E), Southern California Edison (SCE), and Southern California Gas (SoCalGas). Go on to the next page 8 Page 65 2017 Savings By Design Participant Handbook January 2017 2.3 GENERAL REQUIREMENTS AND ELIGIBILITY To be eligible for SBD, projects must be: a. At a point where the customer can be influenced by the program's offerings and incentives to implement energy efficient design alternatives in place of their current or conceived designs. b. Located in the service territory of a participating Utility and subject to payment of PGC for electric service and/or the gas surcharge for gas service. c. Within the definition of new construction. Projects may be deemed ineligible for SBD incentives if: 1. The project is determined as a free-rider (see definition above) 2. The project results in negative energy or DEER peak demand savings 3. The project received incentives for the same measures from another Utility incentive rebate source 4. The project does not present a Net Potential Benefit to the Rate Payer 5. Redirected by the SBD Representative to other incentive offerings 2.4 · THE PARTICIPATION AND BASIC PROCESS3 To participate in the Program building Owner must adhere to the following requirements: a. He or she cannot be a free-rider b. Must be willing to consider the analysis recommendations c. Attend a meeting with the Design Team to discuss the viability of implementing various energy efficiency strategies d. Sign the Owner Agreement offered by the SBD Representative Below is an outline of the process. 1. In order to begin the process: • Owners or other project representatives initiate contact with a SBD Representative (or vice versa)-OR - • A Design Team initiates contact with a SBD Representative (or vice versa) indicating that they have a Customer who is interested in participating in the program 2. Once contact has been made, Owner submits a completed Participation Letter, Project Information Form, or Program Application (using the appropriate form(s) provided by the Utility) indicating their interest in the program. When applicable, the Design Team must complete a Design Team Application during the conceptual or schematic design phase to establish their interest in participating, which will be reviewed and 3 For a schematic of the Savings By Design Process, see Chart 1: Savings By Design Process on page 12 9 Page 66 2017 Savings By Design Participant Handbook January 2017 approved by the Utility. 3. A SBD Representative will hold a meeting with the Owner/Owner's Representative and the Design Team to explain the program's policies and procedures. 4. A SBD Representative will work with participants to determine which program path (Whole Building Approach [WBA] or Systems Approach [SA]) to take. The SBD Representative or Design Team will then use an array of tools and energy models to help the customer cost-effectively optimize the EE of the project. Specific design assistance services will depend on the program path selected. 5. After the customer has been persuaded by the program offerings and incentives to select the recommended EE enhancements, the Owner or Design Team will submit final plans, energy calculations (conducted using program-approved software), incremental costs, and other design documents to the SBD Representative for the Utility to review. If applicable, the Design Team will provide documentation of its interactions with the Customer and present evidence of how they worked on behalf of the program to influence the customer's decisions to install energy efficient design options. 6. The SBD Representative reviews and approves the project and issues an Agreement to the Owner/Design Team4 delineating the proposed project details, estimated incentive amounts, and terms and conditions. The Owner (and Design Team leader, if applicable) signs, dates, and returns the Agreement to the SBD Representative. By signing the Agreement, the Owner acknowledges that they have read and agree to all program eligibility requirements. Receipt and approval of the incentive agreement from the Utility indicate funds have been reserved for the project for a period of up to 48 months. Program funding is "first-come, first-served ." The Owner must agree that they will not apply for or receive any other incentive funded by the PGC for the same measures covered under their SBD incentive agreement or any other incentive source identified by the program's policy and procedures. 7. Once construction is substantially complete, the Owner or Owner's representative must submit requested documents (for example, approved construction submittals, commissioning report, as built documents, proof of permit closure) to the SBD Representative and request an on-site verification. 8. Allow access to the completed facility for on-site verification and, if selected, participate in measurement and evaluation studies pursuant to CPUC program evaluation requirements. The SBD Representative may request integrated design analysis reports, manufacturer's specifications, equipment cut sheets, and incremental cost verification to verify the completed project matches the design that was proposed in the Agreement. 4 Design Team Assistance to be offered in lieu of Design Team Incentives in SDG&E service territory 10 Page 67 2017 Savings By Design Participant Handbook January 2017 If the project is built as agreed and the project meets all program requirements, the incentive will be paid. If the as-built design differs from the one outlined in the Agreement, the incentive may be adjusted to reflect the revised, estimated building performance. If installation of the agreed-upon energy efficient equipment is initiated prior to the Utility's execution of the Agreement, the Utility or the CPUC's Energy Division (ED) may disqualify the project. Exceptions to the above process may be made at the Utility's discretion on a case-by-case basis. Construction must be substantially complete and program participants must submit all required documentation to the Utility within 48 months from the date of the Utility's execution of the Agreement. If the project's completion is delayed beyond the final date, the Agreement may be voided; if voided, the project may be eligible to reapply under the program guidelines in effect at that time. Subsequent eligibility would be considered on a case-by-case basis and would require Utility approval and execution of a new Incentive Agreement. At the Utility's discretion, the original contract may be modified to allow for the completion of construction. Funding is limited and available on a first-come, first-served basis. The Utility reserves the right to modify or discontinue this program without prior notice at its discretion, or by order of the California Public Utilities Commission (CPUC). Projects are subject to CPUC Energy Division (ED) approval, which can place execution of Incentive Agreements, on indefinite hold. Go on to the next page 11 Page 68 2017 Savings By Design Participant Handbook January 2017 3.0 PROGRAM ASSISTANCE AND INCENTIVES SBD provides a variety of offerings to encourage the design of energy efficient buildings. The program offers dE;)sign assistance on a project-appropriate level and financial incentives to both the building Owner and the Design Team. 3.1 DESIGN ASSISTANCE Design assistance and consulting is offered by the Utility at no charge to the Owner or the Design Team.5 The level of assistance provided for a project varies based on the program approach and according to the discretion of the Utility. Assistance may be as simple as providing plan review and recommendations or may be as involved as. energy modeling with financial analysis on multiple options for energy efficient systems. Receiving design assistance does not obligate the Owner to implement the design recommendations. 3.2 DESIGN RESOURCES The SBD program maintains Energy Design Resources, a suite of EE design products to support architects, engineers and developers with the integration of more complex equipment and designs. The contents of www.energydesignresources.com are available free of charge, and include: a. Design Briefs and Case Histories b. Energy Design Software c. Training and Workshops 3.3 FINANCIAL INCENTIVES The program offers financial assistance to help offset the increased costs associated with designing and constructing energy efficient buildings. Owner and Design Team Incentives are based upon the project's estimated annual energy and demand savings (kW, kWh and therms) and are calculated according to the rates and program entry levels shown in Tables 1 and 2 in Section 4: Tables and Figures. Incentives are limited to 100% of the incremental cost of the efficiency upgrades up to a maximum project cap of $150,000.00. Incentive payments are issued after construction completion is verified and when all other required documentation has been received. The final incentive amount is calculated based on the installed features. Final incentive payments may vary from agreed upon (committed) estimates as a result of changes in the design or installation of additional energy efficiency measures. 5 SDG&E offers a similar offering to the Design Team Incentive through their Design Team Assistance offering. Design Team Assistance to be offered in lieu of Design Team Incentives in SDG&E service territory6 IOU: Investor Owned Utility for Internal Use Only -Southern California Edison Printed copies of this documeq(we uncontrolled. In the case of a conflict between printed and f?lectronic versions of this document, the controlled version published on the E/XISCE Porta/prevails.·· Page 13 of 18 Page 70 2017 Savings By Design Participant Handbook January 2017 Projects applying for SBD incentives that include non-lOU6 sourced energy systems (NIOUSES) will be evaluated at the discretion of the Utility and may result in a reduction of the final savings and incentives based on the type, output, and operation of the customer's distributed generation system. 3.3.1 DESIGN TEAM INCENTIVESZ Incentives are paid to a Design Team leader who submits a Design Team Incentive Application. Design Team Incentives are only available for Whole Building Approach projects. Requirements and Features of the Design Team Incentive: a. The Design Team Leader must submit a Design Team Incentive Application early in the design process. b. The proposed project's energy consumption must be at least 10% below the reference baseline. c. The Owner must complete the whole-building Owner Agreement. d. The Design Team supplies the SBD Representative with an Energy Efficiency Report that summarizes: • The baseline case, and/or • The proposed case, and/or • The incremental costs by EE measure. The electronic files containing the energy simulation, construction documents, and incremental cost estimates must also be submitted. e. The Utility pays 50% of the Design Team Incentive after it acceptance of the Owner's Agreement and Design Team Incentive Agreement. The balance of the Design Team Incentive is to be paid upon project completion (subject to as-built conditions). f. See Section 5.0, Tables 3-5 for SBD document submittal requirements 3.3.2 END USE MONITORING INCENTIVE . Projects that design for and install end-use metering equipment that is able to separately monitor and record lighting, HVAC, process, and plug loads are eligible for an incentive calculated as 10% of the Owner's incentive. Projects applying for the End Use Monitoring Incentive need to submit an End Use Monitoring Plan describing how the metering equipment will be installed and operated. Post measurement and verification (M&V) is not required for SBD projects. The Utility may request M&V data at some date after occupancy to insure that the building is operating within the parameters of the design. The findings of the end-use monitoring data will not affect any incentives previously awarded per the Agreement. Requirements for End Use Monitoring: 6 IOU: Investor Owned Utility 7 Design Team Assistance to be offered in lieu of Design Team Incentives in SDG&E service territory 14 Page 71 2017 Savings By Design Participant Handbook January 2017 a. Design documents, reports, and/or invoices that reflect the end use metering installation and connection to the Energy Management System (EMS) b. Screenshot that shows the meters are connected to the EMS 4.0 TWO PROGRAM APPROACHES TO EE BUILDINGS Two approaches -the Whole Building Approach (WBA) and the Systems Approach (SA) -are available to identify and quantify energy-efficient design improvements. The approaches provide the flexibility required to serve a large range of nonresidential projects, regardless of the approach taken . After discussing project specifics, the SBD Representative will help select the most advantageous approach based on the scope, phase, and goals of the project. 4.1 WHOLE BUILDING APPROACH SBD promotes the use of integrated design analyses through the WBA. Analyzing the performance of the building as a whole improves the Design Team's ability to optimize interactive efficiency effects of the various building systems. WBA projects must incorporate a minimum of three energy efficiency measures (EEM), falling under at least two of the following systems: lighting, envelope, and mechanical. When the EEM's are modeled together, they must exceed Title 24 by a minimum of 10%. 4.1.1 CALCULATION REQUIREMENTS WBA analysis requires the use of a program-approved energy design simulation tool. EnergyPro is an example of a CEC approved software that contains a SBD module. 8 The use of other modeling tools may be acceptable at the discretion of the program administrators. 4.1.2 WHOLE BUILDING APPROACH INCENTIVES. The annual energy savings is calculated by an ACM compliant modeling tool to determine the % better than Title 24. For projects falling between 10% and 40% better than Title 24, the kWh incentive rate is on a sliding scale and is equal to the"% better than title 24." The Therm Incentive and Peak Demand Incentives are both flat rates. ( See Figure 2). The minimum program requirement is for the project to exceed Title 24 by 10% or greater. WBA projects are eligible for an incentive based on peak demand reduction. (See Figure 1) 8 The whole building modeling software preferred by the Savings By Design program is EnergyPro version 7 and later. Version 7 contains a module dedicated to Savings By Design called the "NR SBD Performance" module. 15 Page 72 2017 Savings By Design Participant Handbook January 2017 tool with the assistance of the SBD Representative. Each system needs to exceed current SBD minimum thresholds. 4.2.1 SYSTEM APPROACH INCENTIVES System Approach incentives are calculated using a set incentive rate ($/kWh,$/therm varies by system installed (lighting, HVAC and/or process). SA projects are eligible for an incentive based on peak demand reduction, which is calculated at a set $150.00/kW reduced. See System Approach Incentive Rates and Entry Levels, in the Section 6, Table 1. 6.0 TABLESANDFIGURES Table 1: Whole Building Incentive Rates and Entry Levels 1 Incentive Type ----- Owner Incentive End Use Monitoring Incentive Design Team Incentive 3 Entry Levels (% Better than T24) Incentive Maximum Incentive Per Project2 ---~--------------~ Whole Building Approach Incentives paid to the Owner/Developer: $0.10 - $0.40/kWh, 10% $1.00/therm, $150,000 + $150.00 I peak kW 10% 10% of.Owner Incentive N/A Incentives paid to the Design Team Leader 10%4 1/3 of Owner Incentive 5 $50,000 - 1 Unique building types and/or processes may receive a package of services and incentives that may differ from the Handbook guidelines when we elect to use an alternative delivery method (ADM). 2 Incentives are limited to 100% of the incremental costs associated with efficiency upgrades with a maximum project cap of $150,000.00. 3 Design Team Assistance to ·be offered in lieu_of Design Team Incentives in SDG&E service territory 4 Half of the Design Team Incentive is payable upon receipt of a signed Owner's Agreement and approval by utility. 5 Design Team Incentive calculations do not in.elude End Use Monitoring incentives. 17 Page 74 THIS PAGE WAS INTENTIONALLY LEFT BLANK Page 76 authority to remedy the issue as the law currently does not allow the City to regulate the parking of oversized vehicles within the City during these daytime and early evening hours. California Vehicle Code section 22507{a) provides that local authorities, like the City, may, by ordinance or resolution, prohibit or restrict the stopping, parking or standing of vehicles, based on size, within 100 feet of any intersection, on certain streets or highways, or on portions thereof, during all or certain hours of the day. Based on this legal authority, if the City Council adopts the proposed ordinance, any identified area where the city traffic engineer determines such prohibition regarding parking of oversized vehicles beyond the markings of a single parking spaces is necessary for reasons, including, but not limited to, safety, sanitation, and/or property access concerns, the city traffic engineer will be authorized to post signs or mark parking spaces advising motorists of the size regulation for parked vehicles. To make determinations on potential parking restrictions, the city traffic engineer is provided direction in the determination of parking strategies to include limited size parking regulations from the California Manual on Uniform Traffic Control Devices (CA MUTCD). Specifically, the CA MUTCD recommends the use of marked parking spaces to encourage more orderly and efficient use of parking spaces where parking turnover is substantial. Parking space markings tend to prevent encroachment into fire hydrant zones, bus stops, loading zones, approaches to intersections, curb ramps, and other areas where parking is restricted. Fiscal Analysis No direct or immediate fiscal impact is anticipated as the result of this action. When the city traffic engineer makes a future determination to post signs or mark parking spaces, the city will incur the costs to do so. Next Steps Following introduction of the Ordinance, the City Clerk will prepare the Ordinance for adoption at the next Regular Council Meeting. Once adopted, the City Clerk will publish the Ordinance or a Summary of the Ordinance in a newspaper of general circulation within 15 days. The ordinance will be effective 30 days following the adoption. Environmental Evaluation (CEQA) Pursuant to Public Resources Code section 21065, this action does not constitute a "project" within the meaning of CEQA in that it has no potential to cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, and therefore, does not require environmental review. Public Notification This item was noticed in accordance with the Ralph M. Brown Act and was available for public viewing and review at least 72 hours prior to the scheduled meeting date. Page 78 Exhibits 1. An ordinance amending Carlsbad Municipal Code Section 10.40.145 to authorize the city traffic engineer to indicate with signs or markings, locations wherein the parking of vehicles beyond the markings of a single space is prohibited. 2. Strikeout/underline version of proposed Carlsbad Municipal Code Section 10.40.145. Page 79 ORDINANCE NO. ---- AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AMENDING SECTION 10.40.145 OF THE CARLSBAD MUNICIPAL CODE AUTHORIZE THE CITY TRAFFIC ENGINEER TO INDICATE WITH SIGNS OR MARKINGS, LOCATIONS WHEREIN THE PARKING OF VEHICLES BEYOND THE MARKINGS OF A SINGLE SPACE IS PROHIBITED. Exhibit 1 WHEREAS, Carlsbad Municipal Code section 10.40.145, authorizes the City to install and maintain parking space markings to indicate parking spaces adjacent to curbs where authorized parking is permitted. WHEREAS, Carlsbad Municipal Code section 10.40.145 currently allows for vehicles to park within and beyond the marked parking space when the size of the vehicle is larger than a single marked parking space. WHEREAS, vehicles parking, standing and/or stopping beyond a marked space can cause safety concerns. WHEREAS, vehicles parking, standing and/or stopping beyond a marked space may impede access to adjacent property. WHEREAS, Vehicle Code section 22507(a) allows the City to prohibit and/or restrict the parking, standing or stopping of vehicles on any street, highway or portion thereof. THEREFORE, the City Council ofthe City of Carlsbad, California, does ordain as follows: Section 1. It is the purpose and intent of the Carlsbad City Council in enacting this ordinance to authorize and empower the City, through its city traffic engineer, to determine which highways, streets, lots or portions thereof in the City should contain a prohibition or restriction prohibiting and/or restricting vehicles from parking, standing or stopping beyond the markings of a single parking space and once that determination is made, install and maintain parking space markings and post signage notifying motorists that parking, standing or stopping beyond the markings of a single space is prohibited and/or restricted. Section 2. To effectuate the above stated purposes and intentions ofthe Carlsbad City Council, section 10.40.145 of the Carlsbad Municipal Code is hereby amended to read as follows: Page 80 The city traffic engineer is authorized to install and maintain parking space markings to indicate parking spaces adjacent to curbs where authorized parking is permitted, and to indicate, with signs or markings, those locations wherein the parking of vehicles beyond the markings of a single parking space is prohibited. When such parking space markings are placed in the highway, street or in a municipally owned and/or operated parking lot, subject to other and more restrictive limitations, no vehicle shall be stopped, left standing or parked other than within a single space unless the size or shape of such vehicle makes compliance impossible. Where signs or markings are installed to indicate that stopping, standing and/or parking vehicles beyond the markings of a single parking space is prohibited or restricted, no vehicle shall be stopped, left standing and/or parked contrary to such prohibition or restriction or within an area designated as prohibited or restricted. EFFECTIVE DATE: This ordinance shall be effective thirty days after its adoption; and the City Clerk shall certify the adoption of this ordinance and cause it to be published at least once in a newspaper of general circulation in the City of Carlsbad within fifteen days after its adoption. INTRODUCED AND FIRST READ at a regular meeting of the Carlsbad City Council on the day of ______ , 2017, and thereafter PASSED AND ADOPTED at a regular meeting of the City Council of the City of Carlsbad on the __ day of _____ , 2017, by the following vote, to wit: AYES: NOES: ABSENT: APPROVED AS TO FORM AND LEGALITY: CELIA A. BREWER, City Attorney MATI HALL, Mayor ATIEST: BARBARA ENGLESON, City Clerk (Seal) Page 81 Exhibit 2 Chapter 10.40 Stopping, Standing and Parking Section 10.40.145 Parking space markings. The city traffic engineer is authorized to install and maintain parking space markings to indicate parking spaces adjacent to curbm§s where authorized parking is permitted, and to indicate. with signs or markings, those locations wherein the parking of vehicles beyond the markings of a single parking space is prohibited . When such parking space markings are placed in the highway, street or in a municipally owned and/or operated parking lot. subject to other and more restrictive limitations, no vehicle shall be stopped, left standing or parked other than within a single space unless the size or shape of such vehicle makes compliance impossible. Where signs or markings are installed to indicate that stopping, standing and/or parking vehicles beyond the markings of a single parking space is prohibited or restricted, no vehicle shall be stopped, left standing and/or parked contrary to such prohibition or restriction or within an area designated as prohibited or restricted. Page 82