ayren odes & standards...in addition, we want to thank peter biermayer, energy efficiency codes and...

BayREN Codes & Standards | 2016 Annual Report i

Bay Area communities working together for a sustainable energy future.

BayREN Codes & Standards 2016 Annual Report February 10, 2017

Prepared by

BKi, a division of Frontier Energy, Inc. The BayREN Codes & Standards Committee

Confidentiality Note: The information collected for this report will inform BayREN efforts to provide Bay Area local governments with targeted tools and training to help comply with the California Building Energy Efficiency Standards. To ensure confidentiality, project-level information, such as building owner, occupant, project address, contractor, jurisdiction, or staff names, will remain anonymous unless otherwise permitted. Any questions or concerns about this confidentiality note can be addressed to BayREN by email at [email protected].

This program is funded by California utility customers under the auspices of the California Public Utilities Commission. The views and opinions expressed in this report do not necessarily reflect the official policy or position of the California Public Utilities Commission.

mailto:[email protected]

BayREN Codes & Standards | 2016 Annual Report ii

The BayREN Codes & Standards Committee

Association of Bay Area Governments

Jenny Berg, BayREN Project Manager Jerry Lahr, Energy Programs Manager

Alameda County

Karen Kho, StopWaste Wes Sullens, StopWaste Lisa Pontecorvo, StopWaste Candis Mary-Dauphin, StopWaste

Contra Costa County

Jason Crapo, Contra Costa County Department of Conservation & Development Demian Hardman, Contra Costa County Department of Conservation & Development Justin Sullivan, Contra Costa County Department of Conservation & Development

Marin County

Kellen Dammann, County of Marin Community Development Agency Alice Zanmiller, County of Marin Community Development Agency

Napa County

Deborah Elliott, County of Napa Steven Lederer, County of Napa

San Francisco County Richard Chien, City of San Francisco Department of the Environment Barry Hooper, City of San Francisco Department of the Environment

San Mateo County

Andrea Chow, County of San Mateo Rachael Londer, County of San Mateo

Santa Clara County

Kevin Armstrong, County of Santa Clara Office of Sustainability Natalie De Leon, County of Santa Clara Office of Sustainability

Solano County

Kathy Lawton, Suisun City Kirsten Horton, Suisun City

Sonoma County

Lauren Casey, Sonoma County Regional Climate Protection Authority Carolyn Glanton, Sonoma County Regional Climate Protection Authority

BayREN Codes & Standards | 2016 Annual Report iii

Acknowledgements

BayREN wishes to thank all the building professionals, building departments and stakeholders that participated in 2016 Codes & Standards trainings, code compliance improvement activities, and regional forums, which were integral to the development of this report.

In addition, we want to thank Peter Biermayer, Energy Efficiency Codes and Standards Programs Lead Analyst with the California Public Utilities Commission, and Heriberto Rosales, Energy Specialist with the California Energy Commission, for their guidance and assistance. Finally, we would like to thank Wes Sullens for his dedication, vision and technical support that he has provided since the inception of the BayREN Codes & Standards program.

BayREN Codes & Standards | 2016 Annual Report iv

Glossary

ABAG Association of Bay Area Governments

BayREN Bay Area Regional Energy Network

BESO Berkeley Energy Savings Ordinance

BIG Build it Green (Statewide IOU C&S implementer)

CALBO California Building Officials

CEC California Energy Commission

CPUC California Public Utility Commission

C&S Codes and Standards

DOE Department of Energy

Energy Code California’s Building Energy Efficiency Standards (Title 24, Part 6)

EUI Energy Use Intensity

HES Home Energy Score

ICC International Code Council

IOU Investor Owned Utilities

NBI New Buildings Institute

OPR Owner Project Requirements

Reach Code Local Ordinance Exceeding Energy Code

RFP Request for Proposal

zEPI Zero Energy Performance Index

ZNE Zero Net Energy

BayREN Codes & Standards | 2016 Annual Report v

Table of Contents The BayREN Codes & Standards Committee ........................................................................... ii

Acknowledgements .............................................................................................................. iii

Glossary ............................................................................................................................... iv

Table of Contents .................................................................................................................. v

1.0 Executive Summary ........................................................................................................ 3

2.0 Introduction ................................................................................................................... 5

2.1 Purpose of this Report .............................................................................................................6

3.0 Commitment to Local Governments ............................................................................... 7

3.1 Enhancing Energy Code Compliance through Community Participation .....................................7

3.2 Regional Forums ......................................................................................................................8

3.3 Regional and Varied Local Government Participation .............................................................. 12

4.0 A New Generation of Reach Codes ............................................................................... 18

4.1 Local Interest and Need for Reach Code Support ..................................................................... 18

4.1.1 Municipal ZNE Technical Assistance .......................................................................................... 18 4.1.2 ZNE Policy Resources and Toolkit .............................................................................................. 19 4.1.3 Outcome Based Energy Reach Code Toolkit Utilizing Zero Energy Performance Index (zEPI) . 22

4.2 Energy Disclosure and Assessments ........................................................................................ 24

4.2.1 Building the Home Energy Score Assessor Market ................................................................... 25 4.3 Regional Forum Q4: Zero Energy Buildings for Local Governments .......................................... 26

4.4 BayREN Energy Code Training: Reaching Zero Net Energy (ZNE) ............................................... 28

5.0 A Shift Towards Innovative Solutions for Code Compliance ........................................... 29

5.1 Classroom and On-demand Trainings ..................................................................................... 29

5.2 BayREN Permit Guides: Over the Counter and Electronic Options ............................................ 30

5.3 BayREN Water Heater ePermit Guide Demonstration ............................................................. 31

5.4 2016 CodeCycle Demonstration .............................................................................................. 33

6.0 BayREN’s Long-term Vision .......................................................................................... 35

Appendix A. Request For Proposal Language Template ....................................................... A-1

Appendix B. Owner’s Project Requirements Template Language ......................................... B-1

Appendix C. ZNE Municipal Technical Assistance Flyer ........................................................ C-1

Appendix D. CodeCycle Case Study: Community Facility ...................................................... D-1

BayREN Codes & Standards | 2016 Annual Report 2

List of Figures

Figure 1. 2016 BayREN Regional Forum Attendees by Industry Sector ...................................................... 10

Figure 2. Participation by Jurisdiction: Napa and Solano Counties ............................................................ 13

Figure 3. Participation by Jurisdiction: Sonoma and Marin Counties ......................................................... 14

Figure 4. Participation by Jurisdiction: San Francisco and San Mateo Counties ........................................ 15

Figure 5. Participation by Jurisdiction: Santa Clara County ........................................................................ 16

Figure 6. Participation by Jurisdiction: Contra Costa and Alameda Counties ............................................. 17

Figure 7. Total Number of 2016 Training Attendees per County and Training Topics ............................... 30

Figure 8. Printed and Electronic Version of the Residential Water Heater Alteration Permit Guide ......... 32

Figure 9. CodeCycle User Interface ............................................................................................................. 34

Figure 10. A screen shot of the inspection tool as applied to the building. ................................................. 1

List of Tables

Table 1. Summary of 2016 Regional Forums ................................................................................................ 9

Table 2. Meetings with Aligned Interests Attended by BayREN Member Agencies ................................... 11

Table 3. Recommended Energy Use Intensity (EUI) Targets in Climate Zone 3C ....................................... 21

Table 4. zEPI Targets for a Title 24 2016 Compliant Building for 11 Common Building Uses in the San Francisco Bay Area ...................................................................................................................................... 23

Table 5. Speakers and Presentations for the Zero Energy Buildings for Local Governments BayREN Regional Forum ........................................................................................................................................... 27

Table 6. Jurisdictions that Received Print Permit Guides ........................................................................... 31


Executive Summary

1.0 Executive Summary

San Francisco Bay Area building professionals and building departments are at the forefront of ensuring that construction in one of the country’s largest metropolitan areas is completed in accordance with California’s Building Standards. When it comes to energy use in buildings, California’s Title 24, Part 6 (“Energy Code”) is one of the most aggressive, and complicated, energy codes in the United States. The San Francisco Bay Area Regional Energy Network (BayREN) offers building professionals and building departments resources to help achieve full compliance of the Energy Code, as it becomes more stringent in support of California’s climate and energy goals.

Throughout 2016, the BayREN Codes & Standards (C&S) Program provided best practice support and assistance to improve building code enforcement and building performance rates within the Bay Area. The Program engaged with building departments and building professionals representing 52 Bay Area jurisdictions.

This report provides a detailed summary of 2016 C&S Program activities. Key outcomes from the 2016 program year include:

Regular engagement with local building departments, government policymakers, sustainability staff, and building professionals.

Delivery of four half-day regional forums attended by local sustainability and building department staff from 25 jurisdictions.

Development and implementation of a “ZNE Assistance for Municipal Buildings” initiative in five jurisdictions.

Development of Request for Proposal (RFP) and Owner’s Project Requirements (OPR) template language to assist local governments procure new Zero Net Energy (ZNE)-performing municipal and commercial buildings.

Regional expansion of an Outcome Based Energy Reach Code and Zero Energy Performance Index (zEPI) toolkit to aid energy budget target setting, enable local outcome based energy reach codes for new construction, and use building energy benchmarking as a verification tool.

Initiation of the Residential Energy Assessment & Disclosure (READ) Working Group to provide assistance for local governments looking to adopt residential disclosure policies requiring a Home Energy Score (HEScore).

Development of a ZNE training module to prepare building department staff for ZNE mandates.

Delivery of 38 BayREN Energy Code trainings.

Development of three online BayREN Energy Code trainings.

Customization and distribution of over-the-counter permit guides to eight jurisdictions.

Initiation of an electronic permit guide to help building staff and permit applicants understand Energy Code.

Implementation of compliance assistance software to help building departments and design teams with Energy Code compliance.


Executive Summary

Based on the outcomes outlined in this report, BayREN recommends the following 2017 C&S Program activities:

Continue to offer quarterly forums and consider additional collaborative workshops.

Continue to offer Municipal ZNE Technical Assistance to jurisdictions.

Develop and deliver municipal ZNE project specific trainings to public works and architecture teams.

Work with the U.S. Department of Energy and the CEC to ensure HES support both national, state and local policy objectives.

Provide support to jurisdictions adopting READ policies and facilitate coordination with Berkeley and BESO implementation to refine program tools.

Continue to offer ICC credited, no cost, online and on-demand trainings designed to educate both building departments and the private sector building community in key aspects of code compliance and enforcement.

Build on 2016 ePermit development efforts by increasing the types of projects for ePermit guides and/or introducing the use of the tool to other jurisdictions.

Expand compliance assistance software features, compatibility, and implementation.

In parallel to the ongoing activities of the C&S Program, BayREN is working with the CPUC and stakeholder groups participating in the California Energy Efficiency Coordinating Committee to develop and implement a Business Plan that will provide a long-term vision for the BayREN. The strategies proposed in BayREN’s Business Plan aim to increase access and availability of energy efficiency services to a broad range of ratepayers and sectors. Under the Plan, the BayREN C&S Program proposes to addresses three key areas: Energy Code Compliance Tools and Services, Specialized and Focused Trainings and Workshops, and Stakeholder Engagement and Policy Development. The Plan was filed in January 2017, with implementation of proposed activities expected to begin in 2018.1

1 The Business Plan is available on the California Energy Efficiency Coordinating Committee website at http://www.caeecc.org/business-plans-1.


Introduction

2.0 Introduction

BayREN is a collaboration of the nine counties that make up the Bay Area.2 Led by the Association of Bay Area Governments (ABAG),3 BayREN implements energy saving programs on a regional level and draws on the expertise of Bay Area local governments to develop and administer successful climate, resource, and sustainability programs. Under the directive of the California Public Utility Commission (CPUC),4 BayREN delivers programs that:

1. Provide activities that utilities cannot or do not intend to undertake

2. Pilot activities where there is no current utility program offering, and where there is potential for scalability to a broader geographic reach

3. Pilot activities in hard-to-reach markets, whether or not there is a current utility program that may overlap

Consistent with these goals, BayREN provides a regional solution connecting local communities and providing services across jurisdictions. BayREN designs and implements programs in collaboration with the California Energy Commission (CEC) and the Statewide Investor Owned Utilities’ (IOU) C&S Team, which includes Pacific Gas & Electric (PG&E). This ensures that each agency’s efforts are leveraged and that gaps in service offerings are filled, in accordance with BayREN’s charge.

The BayREN C&S Program engages Bay Area building and planning departments and building professionals to support the development and implementation of tools, best practices, training, and policies for accelerating compliance with, and exceeding, the Energy Code. The Program focuses on three primary areas, all designed to reduce energy use in buildings:

1. Stakeholder Engagement: BayREN collaborates with a diverse group of stakeholders, including: local building departments, state agencies, government, sustainability staff, building professionals, and Bay Area ICC (International Code Council) chapters, to share resources related to energy efficiency policy and code compliance. BayREN also works with the Statewide IOU C&S and Reach Code teams, the CEC Building Standards team, and California Building Officials (CALBO) to present locally identified issues related the development and implementation of the Energy Code.

2. Policy Development Activities: BayREN works with market actors to promote adoption of local ordinances exceeding 2016 California Building Energy Efficiency Standards (hereafter referred to as “Reach Codes”), to improve compliance with the Energy Code, and encourage the use of sustainable materials in building construction.

2 These counties are; Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano and Sonoma. 3 ABAG is the BayREN Program Administrator. 4 See CPUC Decision 12.11.015: http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M034/K299/34299795.PDF


Introduction

3. Energy Code Compliance Tools and Services: BayREN works with interested Bay Area jurisdictions to identify enforcement barriers and challenges, share successful energy code enforcement processes and strategies, and provide resources to improve compliance with the Energy Code.

2.1 Purpose of this Report

This report summarizes 2016 C&S Program activities and, based on the outcomes, identifies areas of stakeholder interest and service gaps that inform 2017 activities.

The primary audience for this report is building department and other local government staff including, but not limited to, chief building officials, permit technicians, plans examiners, building inspectors, planners, sustainability staff, and elected officials. This report is also intended for IOUs and state regulatory agency staff who influence energy code programs, policies, and resources across the state.


Commitment to Local Governments

3.0 Commitment to Local Governments

BayREN’s C&S Program supports California’s goal of reducing greenhouse gas (GHG) emissions to 40 percent below 1990 levels by 20305 by offering services and resources to help San Francisco Bay Area building departments and building professionals increase the energy efficiency of the built environment. This is especially important in the Bay Area, where 7.5 million residents in 110 permitting jurisdictions live and work in buildings in which an estimated 50% were constructed prior to the implementation of Title 24 in 1978.6 One of the key strategies that BayREN employs in achieving these goals is to engage directly with Bay Area jurisdictions.

3.1 Enhancing Energy Code Compliance through Community Participation

Since 2013, BayREN has worked with representatives from 80 of the 109 jurisdictions throughout the Bay Area in which the BayREN C&S Program is offered. Their interest in Energy Code and Zero Net Energy (ZNE), in combination with evolving state policies, led to the development of the following 2016 BayREN C&S Program tools and services:

Policy Development:

ZNE Assistance for Municipal Buildings. Five jurisdictions received necessary ground-work analysis to understand cost-effectiveness of ZNE in municipal building types and demonstrate ZNE ordinance feasibility in existing municipal buildings.

ZNE Policy Resources and Toolkit. Seven jurisdictions participated in the development of Request for Proposal (RFP) and Owner’s Project Requirements (OPR) template language designed to assist local governments in Climate Zone 3 procure new ZNE-performing municipal and commercial buildings.

Outcome Based Code Toolkit and zEPI Calculator. Expanding on a prototype developed for Climate Zone 3 in the 2013 code cycle, an Outcome Based Code Toolkit and Zero Energy Performance Index (zEPI) calculator was updated for the 2016 Energy Standards, and expanded to all 4 San Francisco Bay Area climate zones. The toolkit enables local jurisdictions to adopt outcome based energy reach codes for new construction, and use building energy benchmarking as a verification tool.

Residential Energy Assessment & Disclosure (READ) Working Group. Seventeen jurisdictions participated in READ working groups to discuss ongoing efforts to adopt residential energy assessment and disclosure policies.

5 https://www.gov.ca.gov/news.php?id=19522 6 http://www.energy.ca.gov/2015publications/CEC-400-2015-013/CEC-400-2015-013-D.pdf



ZNE Training. A training course on ZNE, as may be relevant to building department staff, was delivered to two jurisdictions.

Compliance Improvement:

On-site Trainings. Energy Code trainings focused on enforcement, energy efficiency and compliance were delivered to 24 jurisdictions.

Online Trainings. ICC certified courses were developed for all jurisdictions to access on-demand via GoToWebinar.

Over-the-counter Permit Guides. Customizable forms designed to increase building departments’ and building professionals’ ability to understand and navigate code requirements in a streamlined manner were provided in eight jurisdictions.

Online ePermit Guide. The electronic version of the residential water heater alteration permit guide designed to help the permit applicants and building department staff understand water heater replacement Energy Code requirements was initiated in one jurisdiction.

CodeCycle. Compliance assistance software designed to help building departments and design teams with the Energy Code commercial lighting compliance was provided in three jurisdictions.

3.2 Regional Forums

In addition to program activities, BayREN held quarterly Regional Forums7 to bring together state and local government policy makers and implementers, building department staff, architects, energy consultants and other stakeholders to network and learn about Bay Area-case studies. With the 2016 Energy Code in effect January 1, 2017, a key objective of the 2016 forums was to educate building department staff and building professionals about changes to the Energy Code.

Table 1 is a high-level summary of the quarterly regional forums, including title, number of attendees, intended audience, list of speakers, and activities. In total, the four forums attracted 316 attendees. Figure 1 summarizes the attendees by industry sector, including local government, state government, non-profit, and for-profit organizations. Local government staff, continue to be key participants. A noticeable shift in local government attendance from previous years was fewer building department staff and more environmental or sustainability employees.

7 https://www.bayren.org/codes/regional-forums



Table 1. Summary of 2016 Regional Forums

Bridging the Gap: From Efficient Policies to Successful, On-the-Ground Implementation Q1. March 29, 2016 | Total Number of Attendees: 60

Facilitating County

San Mateo County

Intended Audience

Local government policymakers and sustainability staff, building department staff, city planners, and energy consultants.

Speakers and/or Panelist

● San Mateo County, BKi ● California Energy Commission ● Bay Area Air Quality Management

District ● StopWaste ● Build It Green

Activities

Five presentations

What's new with 2016 Code: 2016 Energy Efficiency Standards Workshop Q2. June 22, 2016 | Total Number of Attendees: 77

Facilitating County

Marin County

Intended Audience



Marin County, BKi

Community Energy Services

California Energy Commission

Benningfield Group, Inc

Activities

Four presentations

2016 CALGreen Residential Measures: Changes and Opportunities Q3. September 20, 2016 | Total Number of Attendees: 75

Facilitating County

Napa County

Intended Audience



Napa County, BKi

Town of Portola Valley

California Department of Housing and Community Development

The Healthy Building Companies

City of Hayward, StopWaste

Activities

Five presentations

Zero Energy Buildings for Local Governments Q4. November 15, 2016 | Total Number of Attendees: 104

Facilitating County

San Francisco

Intended Audience

Local government policymakers, building department staff, architects and energy consultants.


BayREN

NBI

DNVGL

PG&E

City of San Jose, Group 4 Architecture, Research + Planning

City of Hayward, Hammond + Playle Architects, LLP

Activities

14 presentations, ZNE building tour



Figure 1. 2016 BayREN Regional Forum Attendees by Industry Sector

Similar to Quarterly Regional Forums, BayREN regularly engaged with local building departments, government policymakers, sustainability staff, and building professionals through long-standing meetings (Table 2). These meetings offered an opportunity to understand tensions conveyed by stakeholders applicable to the BayREN programs.

0

20

40

60

80

100

120

Forum Q1 Forum Q2 Forum Q3 Forum Q4

Tota

l Nu

mb

er o

f A

tten

dee

s

Local Government State Government For Profit Non-profit



Table 2. Meetings with Aligned Interests Attended by BayREN Member Agencies

BayREN County Other Stakeholder Engagement Opportunities

Alameda County (StopWaste) Energy Council Technical Advisory Group (TAG)

East Bay Energy Watch Strategic Advisory Committee

East Bay ICC Meeting

ICC Tri-Chapter Uniform Code Committee (TUCC)

Contra Costa County East Bay ICC Meeting

Marin County Marin Climate and Energy Partnership

Marin County Codes Advisory Board (MCCAB)

Napa County Napa Solano ICC Chapter Meetings

San Mateo County Peninsula ICC Meeting

San Mateo County Energy Watch (SMCEW)

Resource Management and Climate Protection Committee through C/CAG

California Building Inspection Group (CALBIG)


Santa Clara County Peninsula ICC Meeting


San Francisco City and County SF Department of Building Inspection

San Francisco Energy Watch

Solano County Planning Directors’ Meeting hosted by Solano Transportation Authority (STA)

Napa Solano ICC Chapter Meetings

Sonoma County Redwood Empire Association of Code Officials (REACO)

Regional Climate Protection Authority (RCPA) Coordination Committee Meeting

Redwood Empire Chapter, Construction Specifications Institute (CSI) Meetings

BayREN stakeholder perspectives were shared with the Statewide IOU C&S and Reach Code teams, the California Energy Commission, and CALBO to leverage existing resources and address local issues in a coordinated effort.



Statewide IOU C&S and Reach Code teams: BayREN and the Statewide IOU C&S and Reach Code teams held biweekly meetings to collaborate and coordinate on Compliance and Reach Code services.

CEC: The CEC Building Standards team attended all 2015-16 BayREN regional forums and two 2016 BayREN trainings to hear firsthand from local government staff about code compliance and enforcement barriers.

CALBO: BayREN engaged with CALBO leadership to coordinate input on updates to T24 as well as to cross-promote trainings.

3.3 Regional and Varied Local Government Participation

Local government participation for 2016 BayREN C&S activities (regional forums, trainings, compliance assistance tools, and ZNE assistance) varied across the nine Bay Area counties due in part to resources available to local building and sustainability staff. To commend and encourage future local government involvement, figures 2 to 6 below highlights engaged jurisdictions and their level of participation throughout 2016. Participation is categorized across the following levels:

Non-participants: Jurisdictions that did not participate.

Introductory participation: Jurisdictions that participated in 1 C&S activity.

Representative participation: Jurisdictions that participated in 2 C&S activities.

Instrumental Participation: Jurisdictions that participated in 3 C&S activities.

Transformative Participation: Jurisdictions that participated in 4 or more C&S activities



Figure 2. Participation by Jurisdiction: Napa and Solano Counties



Figure 3. Participation by Jurisdiction: Sonoma and Marin Counties



Figure 4. Participation by Jurisdiction: San Francisco and San Mateo Counties



Figure 5. Participation by Jurisdiction: Santa Clara County



Figure 6. Participation by Jurisdiction: Contra Costa and Alameda Counties


A New Generation of Reach Codes

4.0 A New Generation of Reach Codes

4.1 Local Interest and Need for Reach Code Support

BayREN jurisdictions continue to demonstrate an interest in buildings exceeding the Energy Code. In 2008, of the 45 jurisdictions that adopted 2008 reach codes statewide, 34 were located in the Bay Area’s nine counties.8 Furthermore, looking at actual construction data, the Bay Area is home to 17 of 20 projects registered with Passive House California9 and 24 of the 70 projects on the New Building Institute’s California Zero Net Energy (ZNE) Watchlist.10 As demand for low energy buildings increase, local governments will need policy and technical support, which has been limited in the past.

To address this gap, the BayREN C&S Program formed the Reach Code Policy Working Group in 2016 to address local needs and develop regional solutions. The Working Group’s efforts resulted in the development and implementation of the following BayREN ZNE and Reach Code services:

1. ZNE Engineering Assistance for Municipal Buildings: ZNE engineering analysis was made available to local governments interested in necessary ground-work analysis to understand cost-effectiveness of ZNE in municipal building types and demonstrate ZNE ordinance feasibility in municipal building portfolios.

2. ZNE Policy Resources and Toolkit: Request for Proposal (RFP) and Owner’s Project Requirements (OPR) template language was designed to assist local governments procure new ZNE-performing municipal and commercial buildings.

3. Outcome Based Code Toolkit and zEPI Calculator: For 11 building types in the 4 Bay Area climate zones, Zero Energy Performance Index (zEPI) energy budgets was developed based on the 2016 Energy Standards, including adjustment for operational differences between buildings. The calculator sets zEPI targets, calculating if targets are met, and verification of compliance with an outcome based energy reach code.

4.1.1 Municipal ZNE Technical Assistance

BayREN C&S provided technical assistance and education to support cities interested in ZNE and carbon emissions reductions for new and existing municipal buildings throughout 2016.

Projects that received technical assistance included:

City of Berkeley Live Oak Recreation Center. A ZNE retrofit assessment for the building which is slated to receive seismic upgrades in the next few years.

City of Dublin Police Services Building. A major renovation planned to break ground in 2017 and designed to be ZNE.

8 http://www.energy.ca.gov/title24/2008standards/ordinances/ 9 http://passivehousecal.org/recent-member-projects 10 https://newbuildings.org/wp-content/uploads/2015/11/CA_ZNE_Watchlist_2015091.pdf



City of Hayward ZNE Potential Study. A portfolio assessment of the cost and opportunity of ZNE for all Hayward municipal energy use by 2025 to inform policymakers.

City of Hayward Zero Net Gas Analysis. Follow-up to portfolio-wide analysis aimed at comparing options for reducing and off-setting natural gas usage at facilities across the city.

Oakland 911 Dispatch Center. ZNE and electric water heating system assessment for emergency dispatch center which is in the process of financing and contracting for installation of solar panels under a Power Purchase Agreement in 2017.

West Marin County Service Center. Electric heat pump water heater specification development and ZNE potential assessment for major renovation planned in 2017.

Results from the above studies were communicated via individual reports and tailored recommendations were provided in each case.

Construction is expected to commence in 2017 on three of the above listed projects, including: Dublin Police Services, West Marin Service Center, and the Oakland Dispatch Center. As a result of the program, each project is expected to achieve substantial energy efficiency improvements.

Furthermore, the analysis conducted on behalf of City of Hayward supported their staff’s development of technical recommendations for the City’s adoption of their ZNE Goal for Municipal Facilities. In April 2016 and December 2016, the Hayward City Council adopted policies to move towards ZNE for municipal facilities.

Looking forward to 2017, BayREN aims to provide ZNE Technical Assistance to additional jurisdictions (Appendix C).

4.1.2 ZNE Policy Resources and Toolkit

The San Mateo County BayREN team conducted policy analysis and developed resources in 2016 to support cities interested in ZNE and performance benchmarking initiatives. Following an initial analysis of existing ZNE resources, the team decided to invest in the development of request for proposal (RFP) and owner project requirements (OPR) recommended template language.

The local customization of these resources is distinguishable from other efforts by PG&E, NBI, the U.S. Department of Energy and others as this project focused on engaging Bay Area local jurisdictions to tailor outcomes to their specific needs. The initial recommendations for the qualities to be included in the RFP/OPR template language included:

Development of an Energy Use Intensity (EUI) target.

Highlight the lifetime cost of a project, rather than just including the upfront capital.

Focus initially on the San Mateo County climate zone, climate zone 3, with future plans

to make them application to other climate zones.



As part of the initial analysis into available resources, it became clear that local governments and commercial building owners and developers needed more specific guidance and performance targets to achieve ZNE goals. Both the RFP template language and the ZNE Incentive Program required a similar set of Energy Use Intensity (EUI) recommendations. To address this, EUI target research and recommendations were included as part of the resource development process.

EUI Target Research and Recommendations

A key objective in developing the RFP template language was the inclusion EUI recommendations. In order to recommend an attainable EUI target for new municipal and commercial buildings throughout the Bay Area, multiple sources were reviewed and analyzed. Focusing on specific municipal and commercial building types, the US National Median Site EUI11 was compared to the following published resources:

2006 CEUS Energy Usage in PG&E Electric Service Area

2009 ASHRAE Standard Benchmark for Climate Zone 3C

2014 Energy Benchmarking Report for San Francisco Municipal Buildings

2014 Alameda County Energy Benchmarking Data (Municipal Implementation Team, MIT)

In addition to comparing the site-EUIs from the above mentioned reports, case studies of actual ZNE-performing buildings in the Bay Area were studied and expert ZNE design professionals were queried in order to determine an achievable EUI for a ZNE building. Table 3 summarizes the Bay Area recommended site-EUI targets by building type, based on a 25-50% improvement below the ASHRAE standard benchmark for new buildings.

11 This is compiled by the U.S. Department of Energy and is based on its Energy Information Administration’s 2016 Commercial Building Energy Consumption Survey (CBECS).



Table 3. Recommended Energy Use Intensity (EUI) Targets in Climate Zone 3C

Building Type

REFERENCE EUI DATA BAY AREA PROPOSED EUI

TARGET RANGE

US National Median

kBtu/sqft (Site)

2006 CEUS PG&E Electric Service Area kBtu/sqft

2009 ASHRAE Standard

Benchmark - Climate Zone 3C

(San Fran) kBtu/sqft

25% below 50% below

Mu

nic

ipal

Small Office (30,000 sf)* 81 37 27.4 18.3

Average office building 67 73 36 27.0 18.0

Hospital 197 155 142 106.5 71.0

Schools (K-12) 58 45 51 38.3 25.5

Co

mm

erc

ial

Hotel 73 72 89 66.4 44.3

Restaurant 224 297 415 311.3 207.5

Retail 47 49 50 37.5 25.0

Warehouse (non-refrig) 29 21 15 11.3 7.5

Average office building 67 73 36 27.0 18.0

Supermarket 186 173 166 124.5 83.0

RFP/OPR Template Language

As shown by the City of Berkeley West Branch Library,12 with commitment and planning from the outset, it is possible for ZNE buildings to be built at no additional cost above that of conventional code buildings. The RFP template language (and ensuing Owners Project Requirements (OPR) language) is intended to provide this clear direction at conception of each commercial project (Appendices A and B). Local governments can adopt the template RFP language and use it in their own RFPs and new construction procurement processes for municipal buildings and in the commercial building sector more broadly.

OPR language (Appendix B) was developed as part of this resource to assist project teams in ensuring project ZNE and sustainability goals remain consistent throughout the project. Important parts of the OPR language include; certification requirements, EUI goals, mechanical systems comfort criteria, commissioning and mechanical system requirements, building

12 http://www.bdcnetwork.com/small-mighty-berkeley-public-library%E2%80%99s-net-zero-gem



envelope guidelines, measurement and verification requirements, and operations manual and systems training recommendations.

In 2017, BayREN will continue to work closely with Bay Area jurisdictions and pilot the integration of template language and target EUIs for new building projects. San Mateo County is in a unique position to incorporate ZNE design principles and EUI targets from project outset, due to the number of county facilities in the pipeline. Through test-driving the policy resources developed in 2016, the materials will continue to be refined and lessons-learned shared with other jurisdictions embarking on a net zero sustainability journey.

4.1.3 Outcome Based Energy Reach Code Toolkit Utilizing Zero Energy Performance Index (zEPI)

In 4.1.2, high performance EUI targets were developed to assist motivated owners voluntarily adopt performance-based energy requirements in contracts for new facilities and retrofits. The primary target for these procurement resources are public agencies, facilitating the development of high performance municipal buildings. However, the RFP language is free for use by anyone and the EUI targets cover a wide range of building occupancies.

The Outcome Based Energy Reach Code Toolkit Utilizing zEPI project expanded upon prior work by San Francisco Department of Environment (SFE) through the San Francisco Energy Watch partnership with PG&E. The SFE BayREN team provided tools to set, measure, and enforce mandatory energy performance targets for commercial and multifamily new construction. A limitation of California’s ZNE Goals is the gap between best practice and minimum compliance. To ‘require all new commercial and multifamily buildings to be ZNE by 2030’, implies two major changes: (1) setting an enforceable budget for net energy consumption, and (2) setting that energy budget – ambitiously - at “zero”.

Despite ambitious improvements in energy efficiency requirements every 3 years, mandatory ZNE remains a radical notion. California’s Energy Standards regulate only a portion of end uses. Further, Title 24 requires modeled energy use to equal or be more efficient than a baseline of prescriptive compliance – with no requirement or verification of measured energy use.

Since the ZNE Goals imply an ambitious outcome-based energy code within 4 code cycles, some local jurisdictions wish to gain experience enforcing an outcome-based energy code, and believe that ‘zero’ is not the ideal energy budget to start enforcing. The SFE BayREN team therefore set the maximum energy budget for compliance with the outcome based reach code equal to energy usage for a prototypical building which prescriptively complies with the 2016 Energy Standards.

For 11 common building types in the 4 climate zones in the San Francisco Bay Area, ARUP and SFE BayREN team developed tools that enable local jurisdictions to adopt and enforce an outcome-based reach codes:

Zero Energy Performance Index (zEPI) energy budgets based on the 2016 Energy Standards (Table 4 below).



A statistical adjustment for operational variables, derived from the regression analysis underlying ENERGY STAR’s Portfolio Manager index - to account for variation in operational variables.

Example code language, submittal checklists plan review procedure.

An online calculator for project applicants to set minimum zEPI targets corresponding to compliance with Title 24 2016, for every climate zone in the Bay Area, and check-in to confirm outcomes are on track.13

Table 4. zEPI Targets for a Title 24 2016 Compliant Building for 11 Common Building Uses in the San Francisco Bay Area

CA Climate Zone 2

CA Climate Zone 3

CA Climate Zone 4

CA Climate Zone 12

Large Office 52 48 53 57

Medium Office 49 44 49 54

Small Office 38 36 39 42

Primary School 62 57 63 68

Secondary School 52 46 54 59

Multifamily 48 45 48 53

Retail 36 31 35 41

Medical Office 46 43 47 50

Warehouse 54 49 50 51

Large Hotel/Motel 79 72 78 85

Small Hotel/Motel 68 65 69 71

The zEPI scale is used because the concept that “0” represents Zero Net Energy and 100 represents an average building of the given use type(s) circa 2000 is readily understood, and allows anyone to put the energy metric into context. While both zEPI and EUI are applicable to

13 The BayREN Outcome Based Code Calculator is located at: www.tinyurl.com/bayoutcome.

http://www.tinyurl.com/bayoutcome



any building, and EUI is generally more familiar to engineers, EUI is handiest for engineers that have been looking at EUI data for the given building or building type, but is not necessarily meaningful to architects, building owners and managers, or other stakeholders. While minimum zEPI scores for a given building use type will change as the code grows more stringent, the scale will remain stable across code cycles in a manner that reach codes in the style of “15% better than Title 24 (2013) cannot. The Outcome Based Energy Reach Code toolkit also supports the CEESP’s objectives to promote energy benchmarking and the benchmarking requirements in AB802 (2015). AB802 requires utilities to provide building owners with total monthly energy use by fuel upon request (regardless of building size) and also requires buildings larger than 50,000 square feet to be annually benchmarked with Portfolio Manager, and report total energy use to the CEC – similar to the benchmarking reach codes adopted by San Francisco, Berkeley, and Los Angeles. The data inputs for the Outcome Based Code Calculator are the same that are required to benchmark a building in Portfolio Manager. When implemented, the toolkit will have the effect of extending energy benchmarking back to new construction, providing new and fundamental feedback to architecture, engineering, and construction professionals about how their projects are performing.

4.2 Energy Disclosure and Assessments

Energy disclosure is a market transformation tool that makes building energy information more transparent to owners and prospective renters or buyers. It accelerates energy efficiency by providing actionable recommendations that leverage incentives and non-energy benefits to owners while creating transparency in the marketplace to increase the value of efficiency.

In 2015, Berkeley adopted the Berkeley Energy Savings Ordinance (BESO), which replaced its former Residential Energy Conservation and Commercial Energy Savings Ordinances. The BESO requires all single family homes that undergo a sales transaction to obtain a Home Energy Score or equivalent rating. BayREN, through its C&S Program, provided technical and workforce development support for the single-family sector requirements of the BESO. This support focused on quality assurance (QA), quality control (QC), and mentoring of Home Energy Score Assessors, which reduced the cost of the assessment for homeowners.

BayREN, in collaboration with the Energy Council,14 offers the Department of Energy’s Home Energy Score as a tool to increase home upgrades in the Bay Area. This effort is jointly funded in the BayREN single-family program, which promotes Home Energy Score as a low-cost assessment tool to drive home upgrades. BayREN’s energy advisors follow up with homeowners that receive scores of 6 and below to review potential upgrades and rebates available.

14 The Energy Council is a Joint Powers Agency that seeks to develop and implement programs and policies that reduce energy demand, increase energy efficiency, advance the use of clean, efficient and renewable resources, and help create climate resilient communities. The Energy Council/StopWaste is the Alameda County BayREN representative.



HEScore uses a simple metric similar to a vehicle’s mile-per-gallon rating. Homes are scored on a scale from 1 to 10, with 10 representing a highly efficient home, and 1 representing a low efficiency home, relative to other homes in the same climate zone.

HEScore offers ease of deployment, and a standardized, low-cost way to compare a

home’s efficiency (and long-term energy costs) to comparable homes of similar size

within the same climate zone.

4.2.1 Building the Home Energy Score Assessor Market

In parallel to the recruitment of assessors that meet BESO requirements, BayREN has provided training and mentoring for interested and qualified assessors who provide Home Energy Scores to single family homes located in the Bay Area. The BayREN single-family program offers incentives for voluntary participation in Home Energy Score.

Key Accomplishments in 2016 included:

Standardized Home Energy Score assessment tool and program protocols.

Workforce development to support HEScore assessors with training, mentoring, QA/QC,

including a two-day intensive “boot camp” training for Home Energy Score Assessors.

353 Home Energy Scores issued; 28 qualified Home Energy Score Assessors.

Custom recommendation form that aligns with the Home Upgrade rebate programs.

Referral to BayREN single-family program energy advisors that provide rebate and

financing information.

Support for developing data protocols.

Education and outreach to building professionals.

Presentations to public agency staff.

Residential Energy Assessment & Disclosure (READ) Working Group with representatives

from seven Bay Area counties.

4.2.2 Lessons Learned

Several Bay Area jurisdictions encountered political opposition to proposed Time of Sale

ordinances. In 2017, the focus of the READ Working Group will shift to other policy triggers,

such as Time of Remodel or Rental Inspection, as well as promoting positive drivers to expand

voluntary programs.

Other planned 2017 activities are:

Continue to support Home Energy Score assessors with mentoring, QA, and tools.

Work with the U.S. Department of Energy and the CEC to ensure that Home Energy

Score supports national, state, and local policy objectives.



Provide support to jurisdictions adopting new READ policies and facilitate coordination

with Berkeley on BESO implementation to refine program tools.

4.3 Regional Forum Q4: Zero Energy Buildings for Local Governments

The fourth and most well-attended forum, titled Zero Energy Building for Local Governments, was developed and delivered in collaboration with the New Building Institute (NBI), a nonprofit organization working to improve the energy performance of commercial buildings.15 This forum, included 14 presentations (Table 5) and focused on ZNE trends, ZNE building case studies in the Bay Area, new programs and tools available to support local government climate action plans and ZNE reach code adoption.

15 For more information on NBI, visit http://newbuildings.org/.



Table 5. Speakers and Presentations for the Zero Energy Buildings for Local Governments BayREN Regional Forum

Speaker Organization, Job Title Presentation Title

Rich Chien BayREN, City and County of San Francisco

Representative Program Overview & Introductions

Cathy Higgins NBI, Research Director Overview, CA Goals, Market Trends and

National Status of ZNE

Betty Seto DNV GL, Department of the Sustainable Buildings and

Communities Head Overview of ZNE City Policies

Peter Turnbull PG&E, Principal ZNE Case Studies, Pilots and Programs

Anna Szabo Jill Eyres

City of San Jose Group 4 Architecture, Research + Planning

ZNE Case Study: San Jose Environmental Innovation Center (SJEIC)

Heather Flint Chatto NBI, Project Manager Spectrum of Government Approaches, Evaluation & Prioritization of Projects,

Planning Charrettes, Funding

Heather Larson Erik Pearson Bruce Playle

BayREN, Alameda (StopWaste) Representative City of Hayward, Environmental Services Manager

Indigo | Hammond + Playle Architects, LLP, Principal

Municipal ZNE: Project Engineering as Reach Code Technical Assistance

Heather Flint Chatto NBI, Project Manager Intro to Planning Process

Heather Flint Chatto Jacqueline Falconio

NBI, Project Manager County of San Mateo, Resource Conservation Specialist

ZNE Planning Workbook & Sample ZNE Plan

Cole Roberts Arup, Associate Principal Keynote Presentation

Heather Flint Chatto NBI, Project Manager Overview of ZNE Communications Toolkit, Case Studies, Fact Sheets, ZNE Watch List,

ZNE Action Bulletin

Betty Seto DNV GL, Department of the Sustainable Buildings and

Communities Head Municipal Policy Templates: Accelerating

ZNE Buildings Community-wide

Barry Hooper BayREN, SFE County Representative Zero Energy Performance Index (zEPI) &

Outcome Based Energy Code

Cathy Higgins NBI, Research Director Design, Operations, Procurement

After the presentations, attendees toured the Berkeley West Branch Library, a ZNE facility.

Forum survey responses were overall positive (N=15). Some key survey results:

100% of respondents said they would recommend the ZNE forum to others.



Greatest need identified was how to finance ZNE projects, cost information, and case studies.

The lack of a common ZNE definition was a barrier.

Templates, case studies, hearing what cities are doing and presentations on national trends were all selected as most valuable. One respondent noted:

“The discussions at the workshop following the presentations were most valuable for sharing the practical realities of ZNE implementation. ZNE is not simple; many pathways will need to be explored at the state and local level in order for the goal -- of significant energy savings more broadly -- to be achieved.”

BayREN will continue to offer quarterly forums in 2017, and consider collaborating with a partner organization again.

4.4 BayREN Energy Code Training: Reaching Zero Net Energy (ZNE)

To help the compliance enforcement staff in two jurisdictions prepare for California’s 2020 ZNE goal, BayREN designed a training module focused on ZNE fundamentals titled “Reaching Zero Net Energy”. This module will be incorporated into BayREN’s 2017 Energy Code Training offerings.

In addition to code officials, BayREN is looking to develop and deliver municipal ZNE project specific trainings to public works and architecture teams, as this has been identified as a gap area with potentially high interest from this audience.


A Shift Towards Innovative Solutions for Code Compliance

5.0 A Shift Towards Innovative Solutions for Code Compliance

Energy codes and standards transform the new construction and building retrofit market to reduce the wasteful, uneconomical, inefficient, and unnecessary consumption of energy. In order to realize potential energy savings embedded within energy codes, building professionals such as contractors, building department staff and energy consultants must first adhere to the codes. This knowledge is the basis of BayREN trainings, permit guides, and electronic tools intended to help local jurisdictions enforce Energy Code.

5.1 Classroom and On-demand Trainings

The BayREN Codes & Standards Program continues to offer on-site and online trainings designed to educate both local officials and the private sector building community about best practices to improve code compliance and enforcement. BayREN trainings focus on the needs of local governments in the Bay Area and are intended to complement 16(and not duplicate) trainings delivered by the IOUs (Energy Code Ace), CALBO, or Bay Area ICC Chapters.

First developed in 2014, trainings continue to be augmented to address the specific needs of local building departments. In 2016, BayREN obtained ICC preferred provider status, which allows BayREN to provide attendees with 0.1 ICC Continuing Education Unit (CEU) per hour of training, a benefit that has been well received by the attendees.

Trainings continue to be of great interest to jurisdictions, as exemplified by comments of Steve Buffenbarger, the Chief Building Official in the City of Healdsburg at a MCCAB meeting:

“The BayREN trainings are a great resource for navigating a complicated issue.”

Figure 7 represents the breakdown of 2016 training attendees per County. In total, 203 unique building department staff, representing 15 jurisdictions within the Bay Area, participated in one or more of the trainings.

16 To ensure that trainings are not duplicative, BayREN has regular coordination meetings with PG&E, CALBO and other trainers operating in the Bay Area.



Figure 7. Total Number of 2016 Training Attendees per County and Training Topics

Starting in 2017, BayREN offers ICC credited, no cost, online and on-demand trainings designed to educate both building departments and the private sector building community in key aspects of code compliance and enforcement. The courses are ICC approved for 0.1 CEUs per course. The following online training topics are available on the bayren.org/codes/trainings website:

Residential Forms and Permit Submittals for Additions with HERS Registry Training

Residential New Construction Compliance with HERS Registry Training

Residential Forms and Permits for Additions and New Construction Compliance

5.2 BayREN Permit Guides: Over the Counter and Electronic Options

Initially developed in support of the 2014-15 Permit Resource Opportunity Program (PROP),17 permit guides offer an easy-to-implement and no-cost-solution to customer complaints about lengthy or inadequate energy reviews by busy building departments. They do this by walking

17 https://www.bayren.org/sites/default/files/BayREN_CS_PROP_Final_Report_2015_0401.pdf

0

10

20

30

40

50

60

70

80N

um

ber

of

Att

end

ees

Training Title

Santa Clara San Mateo San Francisco Alameda Contra Costa Solano Napa Sonoma Marin



the enforcement agency and the permit applicant through a permit process in non-technical language.

BayREN currently offers the following eight permit guides, including three new permit guides developed in 2016:

1. 2016 Res Water Heater Alteration

2. 2016 Res Fenestration Alteration

3. 2016 Res Re-Roofing

4. 2016 Nonresidential Re-Roofing

5. (NEW) 2016 Nonresidential Unitary HVAC Systems

6. (NEW) 2016 Nonresidential Indoor Lighting Alterations

7. 2016 Nonresidential Acceptance Testing

8. (NEW) Model Water Efficient Landscapes

Through targeted mailing and emailing campaigns, BayREN outreached to more than 70 jurisdictions, of which nine requested one or more permit guides (Table 6). In 2017, BayREN will follow up with jurisdictions that are interested in incorporating one or more of the guides as part of their compliance process.

Table 6. Jurisdictions that Received Print Permit Guides

Type of Permit Guide Requested

Agency Requested County

Res Fenestration

Alteration Res Re-Roofing

Res Water Heater

Alteration

Nonres

Re-Roofing

Nonres Unitary HVAC

systems

Nonres Indoor

Lighting Alterations

Nonres Acceptance

testing

Model Water

Efficient Landscapes

Jurisdiction 1 Marin X X X X X X

Jurisdiction 2 Marin X X

Jurisdiction 3 Marin X X X

X X X X

Jurisdiction 4 Marin X X

Jurisdiction 5 San Mateo X X X X

Jurisdiction 6 Santa Clara X X X X X X X

Jurisdiction 7 Santa Clara X X X X X X X

Jurisdiction 8 Solano X X X X X X X X

Jurisdiction 9 Sonoma X X X X X X

5.3 BayREN Water Heater ePermit Guide Demonstration

BayREN continues to develop tools and resources that help local jurisdictions with Energy Code education, enforcement and compliance. A strong interest in the development of electronic



tools was identified following feedback received from some of the BayREN trainings. In response, BayREN developed a web-based electronic permit (ePermit) guide18 in 2016.

The ePermit focuses on helping permit applicants, including homeowners and contractors, evaluate residential water heating replacement options, by navigating a series of questions that provide a summary of energy requirements and initiate the permit application process (Figure 8). Benefits of the ePermit guide include:

Simplified data collection.

Ease of transferability to other jurisdictions.

Interdependence of permitting software.

Utilization of technology to add help buttons, informative links and relevant downloads.

The ePermit guide also functions as a quick reference guide for permit technicians who don’t typically undergo technical training and often ask for abbreviated versions of requirements, which can delay the permitting process.

Figure 8. Printed and Electronic Version of the Residential Water Heater Alteration Permit Guide

The ePermit guide was beta-tested with the Contra Costa County (CCC) Department of Conservation and Development (DCD)Building Inspection Division with the County now

18 The ePermit can be found at http://etools.benningfieldgroup.com/



demonstrating the guide. The tool went live in early October and garnered interest from elected officials. Other outreach efforts include display of the ePermit Guide on the CCC’s Energy Programs webpage (http://www.cccounty.us/energy) and on TV monitors at the permit counter. The tool is also a highlighted feature on the County’s DCD main webpage (http://www.cccounty.us/dcd)

BayREN has identified several areas for possible expansion of the ePermit guide with strong potential to make an impact in the level of compliance with the Energy Code across the Bay Area. Some possible areas for expansion include increasing the types of projects for ePermit guides and introducing the use of the tool to other jurisdictions.

5.4 2016 CodeCycle Demonstration

In 2015, BayREN issued an RFP for a demonstration project to test the potential of online and tablet platforms to deliver data-driven, building-specific compliance improvement. BayREN selected CodeCycle as the technology partner to facilitate project review and analysis on a building-by-building basis and provide a data resource to measure and document code compliance. CodeCycle provided five Bay Area jurisdictions with support services during plan review and building inspection for a combined total of 32 commercial lighting projects.

BayREN and CodeCycle partnered again in 2016 for a second demonstration effort. During the demonstration period, August 2016 to December 2016, CodeCycle worked with design teams and planners in three jurisdictions to review commercial new construction or retrofit lighting projects using their design assistance tool (DAT). See Appendix D for an example of a demonstration.

CodeCycle is an advancement over traditional compliance assistance tools, in that the embedded algorithms perform most of the compliance evaluation on behalf of the building inspectors and design teams. Interpreting complex regulatory provisions can be difficult to resolve using standard analog means, particularly on a room-by-room basis for projects of any scale. CodeCycle’s automated analysis enables a more granular level of information management. The tool provides active, dynamic compliance feedback to design teams.

http://www.cccounty.us/energy



Figure 9. CodeCycle User Interface

One user observed that it took them 1 hour to complete a design compliance analysis using CodeCycle. The user thought the same project would have taken 4 hours using traditional compliance evaluation processes.

By managing both input data and inspection data in plan view – layered over a building’s design drawings – CodeCycle provides clarity to all stakeholders as to the precise building attributes being specified and the exact Title 24 control requirements that should be inspected for each set of lighting fixtures.

Between 2015 and 2016, CodeCycle reviewed 68 buildings, representing over 1,000,000 ft2. BayREN is working with the CPUC to establish measurement and verification methodologies for CodeCycle, with the hope of showing that such advanced compliance assistance tools are a cost-effective investment for IOU ratepayers.


BayREN’s Long-term Vision

6.0 BayREN’s Long-term Vision

As part of the CPUC’s newly implemented Rolling Portfolio for Energy Efficiency Programs, in 2016 BayREN worked with CPUC and stakeholders participating in the California Energy Efficiency Coordinating Committee to develop a Business Plan to establish a long-term vision for BayREN programs. 19 The Plan identifies clear goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

This Plan provides details on BayREN’s proposed programs in the Residential, Commercial, and Public Sectors, as well as two cross-cutting activities: Codes & Standards and the Water-Energy Nexus. The Plan will provide details and information about how BayREN will complement and support PG&E, Marin Clean Energy (MCE), and local government partnerships efforts to create a full range of energy efficiency services to the Bay Area. As a long-term Plan, the strategies and tactics are designed to be flexible and broad enough to allow for agility and responsiveness to market challenges and demands, while offering a transparent presentation of the BayREN’s approach, budget, and metrics.

In the Plan, BayREN proposes that C&S initiatives will address three key areas: Energy Code Compliance Tools and Services; Specialized and Focused Trainings and Workshops; and Stakeholder Engagement and Policy Development. Activities will be intended to reinforce and expand existing local government infrastructures and capacities for permitting and inspecting buildings, encourage building activity to exceed the requirements of the California Building Energy Efficiency Standards (Title 24, Part 6, also the Standards), and report on building activity and progress towards energy efficiency goals.

The BayREN C&S initiative will be focused on working with local jurisdictions to increase their ability to enforce energy codes and permit compliance, reap the resulting savings from properly installed projects, and develop and test advanced local energy ordinances. BayREN will continue to support the current 80 jurisdictions already part of its program and seek to deepen and expand engagement in those departments and to the rest of the jurisdictions in the Bay Area. As a cross-cutting initiative, BayREN’s C&S work is coordinated and aligned with BayREN Residential, Commercial, and Public Sector (when approved) activities.

The BayREN C&S activities are informed by evolving state and regional policies including California’s Long Term Energy Efficiency Strategic Plan (CAEESP), the Existing Building Energy Efficiency (EBEE) Action Plan, and evaluation reports of the BayREN programs to date. This includes supporting strategies for greater compliance, new regulations for permitting required in SB 1414, and helping to support and encourage efforts moving to zero net energy buildings.

19 The Business Plan is available on the California Energy Efficiency Coordinating Committee website at http://www.caeecc.org/business-plans-1

BayREN Codes & Standards | 2016 Annual Report A-1

Appendix A. Request for Proposal Language Template


BayREN Codes & Standards | 2016 Annual Report A-2


BayREN Codes & Standards | 2016 Annual Report B-1

Appendix B. Owner’s Project Requirements Template Language


BayREN Codes & Standards | 2016 Annual Report C-1

Appendix C. ZNE Municipal Technical Assistance Flyer

Appendix C. ZNE Municipal Technical Assistance Flyer

BayREN Codes & Standards | 2016 Annual Report D-1

Appendix D. CodeCycle Case Study: Community Facility

Appendix D. CodeCycle Case Study: Community Facility

Figure 10. A screen shot of the inspection tool as applied to the building.

A community facility with a floor area of approximately 8,000 ft2 applied for a lighting alteration permit as a part of a renovation. CodeCycle assisted the jurisdiction with the compliance and enforcement process ensuring that the structure was constructed in accordance with the 2013 Title 24 Nonresidential Lighting Standards.

CodeCycle’s automated compliance analysis platform provided feedback to the design team on Section 130.1 control requirements at a room-by-room and fixture-by-fixture basis. This granular level of automated analysis provides a level of quality control that can rarely be achieved by busy building inspectors, particularly given the complexity of Title 24 control requirements. The automated design and enforcement assistance led to:

The specification of occupancy sensors across much of the building (§130.1(c))

Improved light level management through dimmer controls (§130.1(b))

The LPD of the building was verified to be in full compliance (§140.6(c))

The platform determined the necessary alteration compliance path between CEC alteration methods 1, 2, and 3, with the correct compliance path applied across each space in the building. (§141.0(b)2.I.)

The BayREN Codes & Standards CommitteeAssociation of Bay Area GovernmentsAlameda CountyContra Costa CountyMarin CountyNapa CountySan Francisco County Richard Chien, City of San Francisco Department of the Environment Barry Hooper, City of San Francisco Department of the EnvironmentSan Mateo CountySanta Clara CountySolano CountySonoma County

AcknowledgementsGlossaryTable of Contents1.0 Executive Summary2.0 Introduction3.0 Commitment to Local Governments3.1 Enhancing Energy Code Compliance through Community Participation3.2 Regional Forums3.3 Regional and Varied Local Government Participation

4.0 A New Generation of Reach Codes4.1 Local Interest and Need for Reach Code Support4.1.1 Municipal ZNE Technical Assistance4.1.2 ZNE Policy Resources and Toolkit4.1.3 Outcome Based Energy Reach Code Toolkit Utilizing Zero Energy Performance Index (zEPI)

4.2 Energy Disclosure and Assessments4.2.1 Building the Home Energy Score Assessor Market

4.3 Regional Forum Q4: Zero Energy Buildings for Local Governments4.4 BayREN Energy Code Training: Reaching Zero Net Energy (ZNE)

5.0 A Shift Towards Innovative Solutions for Code Compliance5.1 Classroom and On-demand Trainings5.2 BayREN Permit Guides: Over the Counter and Electronic Options5.3 BayREN Water Heater ePermit Guide Demonstration5.4 2016 CodeCycle Demonstration

6.0 BayREN’s Long-term VisionAppendix A. Request for Proposal Language TemplateAppendix B. Owner’s Project Requirements Template LanguageAppendix C. ZNE Municipal Technical Assistance FlyerAppendix D. CodeCycle Case Study: Community Facility

ayren odes & standards...in addition, we want to thank peter biermayer, energy efficiency codes and...

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