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2020-02-25 Agenda Packet
I declare under penalty of perjury that I am employed by the City of Chula Vista in the office of the City Clerk and that I posted the document according to Brown Act requirements. Dated.-212'00'" Sisned: — CITY Of CHULA VISTA Mary Casillas Salas, Mayor John McCann, Councilmember- District 1 Gary Halbert, City Manager Jill M. Galvez, Councilmember- District 2 Glen R. Googins, City Attorney Stephen C. Padilla, Councilmember- District 3 Kerry K. Bigelow, City Clerk Mike Diaz, Councilmember- District 4 Tuesday, February 25, 2020 5:00 PM Council Chambers 276 4th Avenue, Building A Chula Vista, CA 91910 REGULAR MEETING OF THE CITY COUNCIL CALL TO ORDER ROLL CALL: Councilmembers Diaz, Galvez, McCann, Padilla and Mayor Casillas Salas PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE SPECIAL ORDERS OF THE DAY A. 20-0079 OATHS OF OFFICE -Devon Boyd, Historic Preservation Commission -Maria Carolina Hoyos, Housing Advisory Commission -Genie Irish, Historic Preservation Commission Youth Action Council: -Antonio Baeza -Steven Hahn -Patricia Bessie -Celina Miranda -Rebeca Castillo -Pranav Nambiar -Annika Daglish -Christopher Garcia City of Chula Vista Page 1 Printed on 212012020 City Council Agenda February 25,2020 B., 20-0059 PRESENTATION OF A PROCLAMATION PROCLAIMING FEBRUARY AS SPAYNEUTER AWARENESS MONTH IN THE CITY OF CHULA VISTA CONSENT CALENDAR (items 1 - 6) The Council will enact the Consent Calendar staff recommendations by one motion, without discussion, unless a Councilmember, a member of the public, or staff requests that an item be removed for discussion. If you wish to speak on one of these items, please fill out a "Request to Speak" form (available in the lobby) and submit it to the City Clerk prior to the meeting. Items pulled from the Consent Calendar will be discussed immediately following the Consent Calendar. 1. 120-0083 APPROVAL OF' MINUTES of August 13, 2019. Recommended Action: Couln�cil approve the minutes. 2. 120-0081 ORDINANCE OF THE CITY OF CHULA VISTA APPROVING THE SECTIONAL PLANNING AREA (SPA) PLANNED COMMUNITY DISTRICT (FORM BASED CODE) REGULATIONS FOR oY RANCH VILLAGE EIGHT WEST (SES ON READING AND ADOPTION) Department: Development Services Department Environmental Notice: The Project was adequately covered in previously certified Final Environmental Impact Report for the Otay Ranch Sectional Planning Area (SPA) Plan - Village 8 West (FE I R 10-03) (sCl l #2010062093) and only minor technical changes were requ�ired; therefore Addendum to FEIR 101-03 (Is1 g-0002 has een prepared. Recommended Action: Council adopt the ordinance. 3. 120-0082 ORDINANCE OF THE CITY OF CHULA VISTA ACTING AS THE LEGISLATIVE �BODY OF THE BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH DISTRICT (SECOND, READING AND ADOPTION) Department: Development Services Department Environmental Notice: The activity is not a "Project If as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is ireguired. Notwithstanding the foregoing, the Project was adequately covered in previously ously certified Environmental Impact Report UPD#83356- EIR-658/SCH#2005081077. Recommended Action: Council adopt the ordinance. City of Chula Vista Page 2 Printed on 212012020 2020-02-25 Agenda Packet, Page 2 of 185 City Council Agenda February 25,2020 4. 19-o o RESOLUTION OF THE CITY COUNCIL F THE CITY OF CHUL.A VISTA AWARDING A CONTRACT FOR THE, "RETIMING OF TRAFFIC SIGNALS AND INSTALLATION OF FIBER OPTIC/ETHERNET COMMUNICATION SYSTEM (TRF0404)11 PROJEC [DEX, INC. IN THE AMOUNT O $x'40,688; AND MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 201 1/2o CIP PROGRAM BUDGETS TO APPROPRIATE FUNDS THEREFOR /5 VOTE REQUIRED) Department: Engineering Department Environmental Notice: the Project qualifies for a Categorical Exemption pursuant to, the California Environmental Quality Act state Guidelines Section 15301 Class 1 (Existing Facilities) and section 15303 class 3 (Neer Construction or Conversion of small structures). Recommended Action: Council adopt the (resolution. 51. 20-0020 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHUL.A VISTA ADOPTING COUNCIL POLICY NO. 857-01 (HEALTHY AND SUSTAINABLE MEETING STANDARDS), APPLYING TO ALL INTERNAL MEETINGS AND, CITY HOSTED EVENTS Department: Development Services Department EnvironmentalNotice: The activity is not a "Project 51 as defined under section 15378 of the California Environmental Quality Act Mate Guidelines; therefore, pursuant to Mate Guidelines Section 150o(c)(3) no environmental (review is required. Recommended Action: Council adopt the (resolution. . 20-0056 RESOLUTION of THE CITY COUNCIL_ OF THE CITY of Chi U LA VISTA ACCEPTING A SAN DIEGO ASSOCIATION OF GOVERNMENTS oto GO BY BIKE ('MINI-GRANT; AND APPROPRIATING FUNDS THEREFOR (415 VOTE REQUIRED) Department: Economic Development Department Environmental Notice.: The Project qualifies for an Exemption pursuant to section 15061 b)(3) of the California Environmental Quality Act state Guidelines. Recommended Action: Council adopt the (resolution ITEMS REMOVED FROM THE CONSENT CALENDAR City of Chula Vista Page 3 Printed on 212012020 2020-02-25 Agenda Packet Page 3 of 185 City Council Agenda February 25,2020 PUBLIC COMMENTS Persons speaking during Public Comments may address the Council on any subject matter within the Council's jurisdiction that is not listed as an item on the agenda. State law generally prohibits the Council from discussing or taking action on any issue not included on the agenda, but, if appropriate, the Council may schedule the topic for future discussion or refer the matter to staff Comments are limited to three minutes. ACTION ITEMS The Items) listed in this section of the agenda will be considered individually by the Council and are expected to elicit discussion and deliberation. If you wish to speak on any item, please fill out a "Request to Speak-" form (available in the lobby) and submit it to the City Clerk prior to the meeting. 7. 120-0021 ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE CHAPTER 5.56 (TOBACCO RETAILER), TO PROHIBIT THE SALE OF FLAVORED TOBACCO PRODUCTS AND ELECTRONIC SMOKING DEVICES LACKING A REQUIRED FOOD AND DRUG ADMINISTRATION MARKETING ORDER (FIRST READING) Department: Development Services Department Environmental Notice: The activity is not a "Project" as, defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 150601(c)(3) no environmental review is required. Recommended Action: Council place the ordinance on first reading. 8. 20-0038 ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHAPTER 15.26 OF THE CHULA VISTA MUNICIPAL CODE TO ESTABLISH MANDATORY ENERGY UPGRADE REQUIREMENTS FOR ADDITIONS AND REMODELS TO SINGLE FAMILY HOMES (F'IRS'T READING) Department: Economic Development Department Environmental Notice: The Project qualifies for a Class 8 Categorical Exemption pursuant to Section 15308 (Actions by Regulatory Agencies for Protection of the Environment) of the California Environmental Quality Act State Guidelines. Notwithstanding the foregoing, the "Froject 1) also qualifies for an Exemption pursuant to Section 1506,1(b)(3) of the California Environmental Quality Act State Guidelines. Recommended Action: Council place the ordinance on first reading. City of Chula Vista Page 4 Printed on 212012020 2020-02-25 Agenda Packet, Page 4 of 185 City Council Agenda February 25,2020 9. 20-006CONSIDERATION of INITIATING AMENDMENTS To THE FORM BASED CODES OF THE SECTIONAL PLANNING AREA PLANS FOR oTAY RANCH VILLAGE 9, VILLAGE 10, AND THE UNIVERSITY AND INNOVATION DISTRICT RESOLUTION of THE CITY COUNCIL of THE CITY of CHULA VISTA DIRECTING ST'AF'F To INITIATE AMENDING THE FORM BASED CODES OF THE SECTIONAL PLANNING AREA PLANS FOR oTAY RANCH VILLAGE 9, VILLAGE 10, AND THE UNIVERSITY AND INNOVATION DISTRICT TO CREATE A UNIVERSITY AND INNOVATION DISTRICT OVERLAY TONE To PROMOTE THE ESTABLISHMENT OF AN EDUCATIONAL USER IN CHULA VISTA AND TO DEVELOP A PARTNERSHIP AGREEMENT WITH MF TLS CORPORATION TO FACILITATE THE DEVELOPMENT of THE UNIVERSITY AND INNOVATION [DISTRICT Department: Development Services Department Environmental Notice: The activity is not a `Project" as defined under Section 15378 of the California (Environmental Quality Act State Guidelines; therefore, pursuant to Mate Guidelines Section 150 o(c) 3) no environmental review is regguired.. Notwithstanding the foregoing, the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of the California. Environmental Quality Act Mate Guidelines. Recommended Action: Cou.ncil adopt the (resolution. CITY MANAGER'S REPORTS TS MAYOR'S REPORTS COUN IL E ERS' COMMENTS CITY ATTOf N 'S REPORTS ADJOURNMENT to the regular City Council meetings on larch 3, 2020, at5.-OO p.m., in the Council Chambers. Materials provided to the City Council related to any open-session item on this agenda are available for public review at the City Clerk's office, located in City Hall at 276 Fourth Avenue, Building fit, during normal business hours. City of Chula Vista Page 5 Printed on 212012020 2020-02-25 Agenda Packet, Page 5 of 185 City Council Agenda February 25,2020 In compliance with the AMERICANS WITH DISABILITIES ACT The City of Chula Vista requests individuals who require special accommodations to access, attend, and'or participate in a City meeting, activity, or service, contact the City Clerk's Office at(6 9; 691-504 1(California Relay Service is available for the hearing impaired by dialing 711) at least forty-eight hours in advance of the meeting. Most Chula Vista City Council meetings, including public comments, are video recorded and aired live on AT&T U-verse channel 99 (throughout the County), on Cox Cable channel 24 (only in Chula Vista), and online at www.chulavistaca.gov. Recorded meetings are also aired on Wednesdays at 7 p.m. (both channels) and are archived on the City's website. Sign up at www.ch,ulavistaca.gov to receive email notifications when City Council agendas are published online. City of Chula Vista Page 6 Printed on 212012020 2020-02-25 Agenda Packet, Page 6 of 185 City of Chula Vista Meeting Minutes - Draft Tuesday,August 13,2019 5:00 PM Council Chambers 276 4th Avenue, Building A Chula Vista,CA 91910 REGULAR MEETING OF THE CITY COUNCIL The City Council minutes are prepared and ordered to correspond to the City Council agenda. Agenda items may be taken out of order during the meeting. The agenda items were considered in the order presented, except for Item 9, which was heard following Public Comments. CALL TO ORDER A regular meeting of the City Council of the City of Chula Vista was called to order at 5:04 p.m. in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California. ROLL CALL: Present: Councilmember Diaz, Councilmember Galvez, Councilmember McCann, Deputy Mayor Padilla and Mayor Casillas Salas Also Present. City Manager Halbert, City Attorney Googins, City Clerk Bigelow, and Assistant City Clerk Turner PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Councilmember Diaz led the Pledge of Allegiance. Mayor Casillas Salas called for a moment of silence to honor the recent victims who were shot by assault weapons. SPECIAL ORDERS OF THE DAY A. 19-0356 PRESENTATION OF A PROCLAMATION PROCLAIMING AUGUST 15, 2019 AS THOMAS M. RICE DAY IN THE CITY OF CHULA VISTA Mayor Casillas Salas read the proclamation and Councilmember McCann presented it to Thomas Rice. B. 19-0382 SPECIAL RECOGNITION OF SWEETWATER AUTHORITY FOR ITS PUBLIC OUTREACH CAMPAIGN AND FINANCIAL REPORTING AWARDS Sweetwater Authority Board Member Steve Castaneda spoke regarding the item. Councilmembers Galvez and Diaz presented certificates of appreciation to members of the Board. C. 19-0393 PRESENTATION OF A PROCLAMATION RECOGNIZING SEPTEMBER 14, 2019 AS LGBTQ DAY IN THE CITY OF CHULA VISTA Mayor Casillas Salas read the proclamation and Deputy Mayor Padilla presented it to representatives and supporters of the LGBTQ community. City of Chula Vista Page 1 City Council Meeting Minutes-Draft August 13,2019 CONSENT CALENDAR (Items 1 - 7) Mayor Casillas Salas announced that Item 1 would be continued to the meeting of September 10, 2019, at the request of the proponent, and that Item 2 was removed from the Consent Calendar by a member of the public. 3. 19-0350 RESOLUTION NO. 2019-159 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE AGREEMENT WITH SOUTHERN CALIFORNIA PRECISION CONCRETE, INC. TO PROVIDE ON-CALL HORIZONTAL CONCRETE SLICING SERVICES; AMENDING THE FISCAL YEAR 2019/20 CIP PROGRAM BUDGET BY ESTABLISHING A NEW CIP PROJECT, STL0443 "SIDEWALK REHABILITATION CITYWIDE (MEASURE P)"; AND TRANSFERRING $1,130,000 IN CIP FUND APPROPRIATIONS FROM STL0428 TO STL0443 (4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. 4. 19-0389 RESOLUTION NO. 2019-160 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE INFRASTRUCTURE, FACILITIES, AND EQUIPMENT EXPENDITURE PLAN; AMENDING THE FISCAL YEAR 2019/20 OPERATING AND CIP PROGRAM BUDGET TO PROVIDE ADDITIONAL FUNDING FOR THE CORRUGATED METAL PIPE DRAINAGE REHABILITATION PROJECT (DRN0211); AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. 5. 19-0379 RESOLUTION NO. 2019-161 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA WAIVING THE COMPETITIVE FORMAL BID REQUIREMENT, APPROVING AN EQUIPMENT LEASE WITH DELL FINANCIAL SERVICES FOR MOBILE DATA COMPUTERS, AND APPROPRIATING $83,220 TO THE GENERAL FUND AND SAID AMOUNT TO THE EQUIPMENT LEASE FUND FOR THE DEBT SERVICE PAYMENT (4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. 6. 19-0386 RESOLUTION NO. 2019-162 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING $5,454 FROM THE STATE OF CALIFORNIA DEPARTMENT OF JUSTICE AND APPROPRIATING SAID FUNDS TO THE FISCAL YEAR 2019 POLICE GRANTS SECTION OF THE STATE GRANTS FUND FOR THE UNTESTED SEXUAL ASSAULT EVIDENCE GRANT PROGRAM (4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. City of Chula Vista Page 2 City Council Meeting Minutes-Draft August 13,2019 7. 19-0387 A. RESOLUTION NO. 2019-163 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE COMPENSATION SCHEDULE AND CLASSIFICATION PLAN TO REFLECT THE RECLASSIFICATION OF FA INFORMATION SECURITY PROGRAM MANAGER TO FA CYBER SECURITY PROGRAM MANAGER AND THE ADDITION OF ONE FA NETWORK ADMINISTRATOR III TO THE AUTHORIZED STAFFING LEVEL OF THE POLICE GRANTS SECTION OF THE FEDERAL GRANTS FUND FOR THE SAN DIEGO LAW ENFORCEMENT COORDINATION CENTER B. RESOLUTION NO. 2019-164 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE REVISED FISCAL YEAR 2019/20 COMPENSATION SCHEDULE AS REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 570.5 Recommended Action: Council adopt the resolutions. Approval of the Consent Calendar ACTION: A motion was made by Councilmember McCann, seconded by Councilmember Galvez, to adopt the above Consent Calendar items, headings read, text waived. The motion carried by the following vote: Yes: 5- Diaz, Galvez, McCann, Padilla and Casillas Salas No: 0 Abstain: 0 ITEMS REMOVED FROM THE CONSENT CALENDAR 1. 18-0351 A. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA (1) APPROVING A REIMBURSEMENT AGREEMENT BETWEEN THE CITY AND RIDA CHULA VISTA, LLC ("DEVELOPER") TO CONSTRUCT SPECIFIED SEWER IMPROVEMENTS; (2) FINDING THE DEVELOPER'S PROPOSED SOLE SOURCE AWARD TO ITS GENERAL CONTRACTOR TO CONSTRUCT SUCH IMPROVEMENTS TO BE IN THE BEST INTEREST OF THE PUBLIC, PURSUANT TO CHULA VISTA MUNICIPAL CODE SUBSECTION 2.56.160(H), "DEVELOPER-PERFORMED PUBLIC WORKS"; (3) DELEGATING TO THE CITY MANAGER AUTHORITY TO ASSURE COMPLIANCE WITH APPLICABLE PROCUREMENT REQUIREMENTS FOR SUBCONTRACTORS; AND (4) APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A REIMBURSEMENT AGREEMENT BETWEEN THE CITY AND RIDA CHULA VISTA, LLC TO DESIGN SPECIFIED BAYFRONT INFRASTRUCTURE IMPROVEMENTS AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) City of Chula Vista Page 3 City Council Meeting Minutes-Draft August 13,2019 C. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA FINDING RIDA CHULA VISTA, LLC'S PROPOSED SOLE SOURCE AWARD TO ITS GENERAL CONTRACTOR TO CONSTRUCT BAYFRONT DEVELOPMENT IMPACT FEE TRANSPORTATION FACILITIES TO BE IN THE BEST INTEREST OF THE PUBLIC, PURSUANT TO CHULA VISTA MUNICIPAL CODE SUBSECTION 2.56.160(H), "DEVELOPER-PERFORMED PUBLIC WORKS," AND DELEGATING TO THE CITY MANAGER AUTHORITY TO ASSURE COMPLIANCE WITH APPLICABLE PROCUREMENT REQUIREMENTS FOR SUBCONTRACTORS Item 1 was continued to the meeting of September 10, 2019. 2. 19-0324 RESOLUTION NO. 2019-158 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A REIMBURSEMENT AGREEMENT BETWEEN THE CITY AND CHULA VISTA BAYFRONT RV LLC TO CONSTRUCT SPECIFIED BAYFRONT DEVELOPMENT IMPACT FEE AND SEWER IMPROVEMENTS, AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) ACTION: A motion was made by Councilmember Diaz, seconded by Councilmember Galvez, to adopt Resolution No. 2019-158, heading read, text waived. The motion carried by the following vote: Yes: 5- Diaz, Galvez, McCann, Padilla and Casillas Salas No: 0 Abstain: 0 PUBLIC COMMENTS Howard Smith, representing Dokua Smith Foundation, provided information regarding the organization and requested the City recognize its platform. Denise Monroy, Chula Vista resident, expressed concern regarding parking and traffic issues in her neighborhood and submitted written documentation. Sofia Zaragoza, representing the Blindspot Collective, spoke regarding the organization's theatre program. BOARD AND COMMISSION REPORTS 8. 19-0349 PRESENTATION BY MEASURE P CITIZENS' OVERSIGHT COMMITTEE CHAIR CHRIS REDO ON THE MEASURE P COC ANNUAL REPORT COVERING THE PERIOD OF JULY 1, 2017 THROUGH JUNE 30, 2018 AND AN UPDATE ON MEASURE P PROJECTS Measure P Citizens'Oversight Committee Chair Redo gave a presentation on the item. City of Chula Vista Page 4 City Council Meeting Minutes-Draft August 13,2019 ACTION ITEMS 9. 19-0369 REPORT AND REQUEST FOR CITY COUNCIL DIRECTION REGARDING PREFERRED GOVERNANCE OPTION FOR THE IMPLEMENTATION OF COMMUNITY CHOICE AGGREGATION (CCA) Chief Sustainability Officer Gakunga spoke regarding the item. Gary Saleba, representing EES Consulting, gave a presentation on the item and answered questions of the Council. The following members of the public spoke in support of staffs recommendation: -Selene Lawrence, representing Sullivan Solar Power -James Scofield, Chula Vista resident -Rita Clements, Chula Vista resident -Carolyn Scofield, representing Chula Vista Partners in Courage -Gina Woodard, Chula Vista resident -Edgar Garcia, Chula Vista resident -Carolina Rodriguez - Gretchen Newsom, representing IBEW 569; she expressed concerns regarding a potential draft agreement presented to the City of La Mesa, including proposed energy procurement practices and the lack of provisions for collective bargaining - Yissel Inzunza, Hilltop High School student -Monica Sandoval, Hilltop High School student -Luna Enriquez, Hilltop High School student -Adrian Granda, representing San Diego Mayor Kevin Faulconer -Shawn Marshall, representing Lean Energy -Nick Androski, Otay Ranch High School student -Naomi Tanaka, Otay Ranch High School student -Haley Fernandez, Otay Ranch High School student -Ingrid Liu, Otay Ranch High School student -Dinah Willer, representing SDG&E The following members of the public submitted written documentation in support of staffs recommendation and did not wish or were not present to speak: -Lydia McCammon -Silvana Gomez -Denia Martin -Natalie Navarro -Bose Cortez -Jesus Figueroa -Kayla Bowman -Kailea Vickers -Francesca Hackley - Teresa Acerro -Joanna Ward Council discussion ensued. City of Chula Vista Page 5 City Council Meeting Minutes-Draft August 13,2019 ACTION: A motion was made by Deputy Mayor Padilla, seconded by Councilmember McCann, accept staff's recommendation regarding the governance option; to direct staff to proceed with discussions to complete the process for entering into a regional joint powers authority with the City of San Diego; and to direct staff, in negotiations, to consider the comments regarding issues related to prevailing wage, collective bargaining rights, and ensuring economic benefits to the community.The motion carried by the following vote: Yes: 3- McCann, Padilla and Casillas Salas No: 2- Diaz and Galvez Abstain: 0 10. 19-0391 RESOLUTION NO. 2019-165 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A CONSULTANT SERVICES AGREEMENT WITH DELORENZO INTERNATIONAL INC. FOR THE DEVELOPMENT OF A SCOPE OF WORK FOR A CITYWIDE SMART IRRIGATION SYSTEM Director of Community Services Lamb and Nicholas Delorenzo, representing Delorenzo International Inc., gave a presentation on the item and answered questions of the Council. ACTION: A motion was made by Councilmember McCann, seconded by Councilmember Diaz, to adopt Resolution No. 2019-165, heading read, text waived. The motion carried by the following vote: Yes: 5- Diaz, Galvez, McCann, Padilla and Casillas Salas No: 0 Abstain: 0 CITY MANAGER'S REPORTS City Manager Halbert, announced that the Board of Port Commissioners approved the Sun Communities RV Park. MAYOR'S REPORTS 11. 19-0394 RESOLUTION NO. 2019-166 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA URGING ACTION ON GUN SAFETY LEGISLATION Mayor Casillas Salas spoke regarding the item. Council discussion ensued. The following members of the public spoke in support of the recommended action: -James Scofield, Chula Vista resident -Joaquin Vazquez -Kasey Zaher, representing Moms Demand Action&San Diego for Gun Violence Prevention -Phyllis Hauptfeld -Alicia Martinez, Chula Vista resident -Lillie Gipson, Bonita high School student Rudy Ramirez, Chula Vista resident, spoke in support of the recommended action and urged the Council to take concrete actions against gun violence. City of Chula Vista Page 6 City Council Meeting Minutes-Draft August 13,2019 The following members of the public submitted written documentation in support of the recommended action and did not wish or were not present to speak: - Therese Hymer -Natalie Navarro -Denia Martin -Bose Cortez -Kayla Bowman -Jesus Figueroa -Kailea Vickers -Francesca Hackley - Theresa Acerro, Chula Vista resident -Brenda Arnold Council discussion continued. ACTION: A motion was made by Deputy Mayor Padilla, seconded by Mayor Casillas Salas, to adopt Resolution No. 2019-166, heading read, text waived. The motion carried by the following vote: Yes: 3- McCann, Padilla and Casillas Salas No: 2- Diaz and Galvez Abstain: 0 COU NCILMEMBERS' COMMENTS There were none. CITY ATTORNEY'S REPORTS City Attorney Googins reported that a search warrant had been served on an illegal marijuana business on Main Street. ADJOURNMENT The meeting was adjourned at 9:07 p.m. Minutes prepared by. Tyshar L. Turner,Assistant City Clerk Kerry K. Bigelow, MMC, City Clerk City of Chula Vista Page 7 zmr, ..' l IN III til v r :a C1TY' C,0UNC'1LSTIA, ""EMENT CITY, OF CHUIAVISTA r l 1 February 25,2020 File ID: 20-0081 ,TITS ORDINANCE OF THE CITY GF' CHULA VISTA APPROVING THE, SECTIONAL PLANNING AREA (SPA) PLANNED COMMUNITY DISTRICT(FORM BASED CGDE) REGULATIONS FOR GTAY RANCH VILLAGE EIGHT 'VEST" (SECOND READING AND ADOPTION) ACTIONRECOMMENDED ° Council adopt the ordinance. SUMMARY HomeFed Village 8, LLC (the `Applicant" or "HomeFed") proposes an amendment tote Village 8 Fest Sectional Planning Arca (SPA) Plan to rezone a planned middle school site from "Town Center"to"Medium High Residential,"transfer 284 residential units from Village 8 East to Village 8 West,redistribute residential units and commercial square footage among Village 8 West parcels,reduce the size of the neighborhood park., extend an internal street to the southern boundary of Village 8 west to connect to a planned off-site street providing access to the future Chula Vista Greenbelt Trail and Otay Ranch South Community Park, relocate and increase the size of the on-site grater quality/hydromodification basin and add an off-site grater quality basin within the development footprint of the Otay Ranch South Community Parr (Project). The amended SP.A.and related planning documents are implemented plemen.ted by a new Tentative Map and require amendments to the Chula Vista General Plan (GP) and the Otay Ranch General Development Plan (GIMP). An Addendum to Final Environmental Impact Report(FEIR) 10-03 was prepared to determine if implementation of the Project would result in any additional or more substantial significant environmental effects beyond those previously analyzed under EIR 1.0-03. In May 201.9,the Applicant filed applications to process the subject items. ENVIRONMENTAL REVIEW The City's Director of Development Services has reviewed the Project for compliance with the California Environmental Quality.Act(CEQA)and determined that the Project was adequately covered in the previously certified FEIN for the Otay Ranch SPA Plan - Village 8 west (FEIN 10-0 ) (SCH #201006200 , that only minor technical changes or additions to this document were necessary, and that none of the conditions described in. Section. 1 S 162 of the State CEQA. Guidelines calling for the preparation of a subsequent document have occurred; therefore,the Director of Development Services has caused the preparation of an Addendum to FEIR 101-03 (IS19-0002). 1 . 0 0 1 P Ii1 2020-02-25 Agenda Packet, Page 7 of 185 BOARD/COMMISSION/COMMIT IIIrEE RECOMMENDATION The Planning Commission met on January 22,2020 and voted 7-0-0 to recommend that Council consider and approve the resolutions and ordinance. DISCUSSION Backeround The Otay Ranch Village 8 West SPA Plan, for the property located at La Media Parkway and Main Street (Attachment 1,Locator Map),was adopted in December 2013 (Resolution 2013,-270). It consists of a 3001.7- acre site with Residential and Commercial land uses, Community Purpose Facilities, Open Space, and Preserve, Community Park,aTown Square,a Neighborhood Park and two schools. HomeFed proposes revisions to the SPA Plan in order to address the Sweetwater Union High School District's determination that a planned middle school will not be constructed within the community. The school district's decision creates a new development opportunity on the site previously reserved for the planned middle school. In addition, HomeFed proposes expanding and relocating the on-site water quality/hydromodification basin to meet current San Diego Regional Water Quality Control Board storm water requirements and to develop affordable housing on the former water quality basin site. The previous middle school site will be reconfigured, and residential units and commercial/office square footage will be reallocated, in order to meet the market demand for a variety of single-family lot sizes, multiple-family products,and commercial and office uses. The Project will maintain a viable mixed-use Town Center with a strong sense of place for future Village 8 West residents and surrounding communities. Amendments to the Chula Vista GP, the Otay Ranch GDP, and the Village 8 West SPA Plan, as well as a new Village 8 West Tentative Map are necessary to implement the Project. The Project also includes a Master Precise Plan for Village 8 West's Town Center and minor amendments to the Village 8 East SPA Plan and Tentative Map (CVT 13-03). A summary of the actions is provided below: Tablel — SU mmau of Actions, Permit General Plan Aim iendm,ent, MPA 19_0009 General Devel lopiment Plan Amend mtnt MPA 19_010 10 SPA Ain endimtnt--%Tfflage 8 West. MPA 19_010 11 Vi flag"e. 8 rest _011 1110.3 Tentative Map PICIS19 0 _1100 12 Mastier�Prec,"I'se Plian MPA 19 Addend,,Lini to FEIR 1 3-01 1S,19-0002 SPA Aiiiendmtnt�—Village SEast MPA 19_00 13 F V1 lla,ge 8 East, Pcsiq_0Ill Ill di Location,Existing Site Characteristics and Ownership Village 8 West is comprised of approximately 300 acres and is generally located south of Village 7,east of the Ota y Valley Quarry and Village 4,north of the Oltay River Valley and west of Village 8 East(see Attachment 1, Locator Map).The project site is within the Ota y Valley Parcel of the Otay Ranch planning area.The property is vacant, and grading is underway. The Project Area landform consists of large mesas, sloping south to the Ota y River Valley.A 19.2-acre City of San Diego reservoir located in the center of the Project is not a part of this application.The project site is owned by HomeFed. P 2 2020-02-25 Agenda Packet, Page 8 of 185 Future access to the project area is provided via the extension of La Media Road from its existing terminus south of Santa Luna Road and via the extension of Main Street through the, project site. Regional access is provided via 1-805 to the west and SR-125 to the east. Project Descri"ption In 2013,the,Village 8 West SPA Plan was adopted with 2,050 single- and multi-family residential units and up to 300,000 square feet of non-residential uses (commercial and office).Of the 2,050 residential units,621 were single-family units and 1,429 were multi-family units.The non-residential uses included up to 250,000 square feet of commercial and up to 50,000 square feet of office uses. Land uses within the village also included parkland, Community Purpose Facility land,and sites for a Middle and an Elementary School along with Open Space, a portion of the Otay Ranch North Community Park, a town square and a neighborhood park., The proposed Project will authorize 2,334 single,- and multi-family residential units, an increase of' 284 residential units. The additional units are proposed to be transferred from the adjacent Otay Ranch Village 8 East planning area. The non-residential square footage (commercial and office) is consistent with the original approvals which permit a minimum (117,00O square feet) and maximum (300,000 square feet) of commercial/office uses. Of the 2,334 residential units, 1,040 are single-family units and 1,249 are multi- family units designed within a mixed-use or traditional multi-family setting. Land uses within the village include parkland, Community Purpose Facility land, Open Space, and a site for an Elementary School. However,the Middle School designation has been removed at the direction of'Sweetwater Union High School District. The Project remains geographically oriented around the La Media Parkway and Main Street couplet,using a Town Center concept that intentionally brings traffic into the heart of the village to promote a vibrant and successful mixed-use core. 'The signature "urban couplet" from the 2013 plan is maintained,splitting traffic into two smaller one-way streets though the town center. The roadways are designed to handle a similar volume of traffic as traditional arterials while allowing pedestrians, bicycles and transit to circulate safely., as well. As with the original Village 8 West SPA Plan.,the highest densities in the village are within the Town Center and generally decrease away from the core,with the lowest density traditional single-family neighborhoods planned adjacent to the Otay River Valley and the Otay Ranch Preserve to the south. The amended Village 8 West Land Use Plan maintains a pedestrian and bicycle network that features the Chula Vista Regional Trail and connections to the Chula Vista Greenbelt Trail,as well as an internal network, including the Village Pathway, that links single-family neighborhoods to the trail network. This extensive network provides pleasant and convenient walking and biking routes to and through the Town Center and provides connections to,the City's regional trail system. A summary of proposed modifications includes: 1. Rezone the planned Middle School site from"Town Center"to "Medium-High Residential" 2. Transfer 284 residential units from Village 8 East to Village 8 West 3. Redistribute residential units and commercial square footage among Village 8 West parcels 4. Reduce the size oft e neighborhood park located within Village 8 West (total park obligation does not change) 5. Extend an internal street to the southern boundary of Village 8 West to connect to a planned off-site street providing access to the future Chula Vista Greenbelt Trail and Otay Ranch South Community Park P3 2020-02-25 Agenda Packet, Page 9 of 185 C. Relocate and expand the on-site water quality/hydromodification basin and add an off-site water quality basin within the development footprint of the Otay Ranch South Community Park The amended SPA and related planning documents are implemented by a new Village 8 WestTentative Map. The Project requires amendments to the Chula Vista GP and the Otay Ranch GDP. An Addendum to FEIR 10- 03 was prepared to determine whether implementation of the Project would result in any additional or more substantial significant environmental effects beyond those previously analyzed under FEIR 10-03. Addendum to FOR 10-03 The Final Environmental Impact Report (FEIR 10-03) for the otay Ranch Village 8 West SPA Plan and Tentative Map was certified by the Chula Vista City Council in December 2013. The FEIR contains, a comprehensive disclosure and analysis of potential environmental effects associated with the implementation of Village 8 West. The 2019 Addendum identifies all changed circumstances within the Project and analyzes the proposed modifications that were not analyzed in the FEIR(Attachment 4). The proposed Project does not require an expansion oft e project site from that studied in the FEIR except for a new off-site water quality basin located south of the project site,which is within the development footprint of the approved Village 8 East Tentative Map and covered by FEIR 13-01. A 'Trip Generation Analysis (Chen Ryan) showed the proposed Project would result in a decrease in daily external trip generation, and the travel behavior of the Project would be similar to that previously analyzed as part of the FEIR 10-03. Based on this data, it was concluded that the proposed Project would add fewer trips to the surrounding transportation network, including all study area roadways, intersections, and freeways. As a result, the approved (2013) project represents a worst-cas,e scenario and no new or more substantial significant traffic impacts would occur beyond those identified in the FEIR. Therefore, no additional traffic analysis or new mitigation measures were required. After analyzing all other applicable sections of FEIR 13-01,the City has determined that the proposed Project changes will result in only minor technical changes or additions, with no new 'impacts or no more severe impacts than any that were disclosed in FEIR 10-03, so the City has prepared an Addendum, pursuant to CEA Guidelines Section 15164. Chula Vista General Plan (GP) and Ota y Ranch General Development Plan (GDP)Amendments The Chula Vista GP currently identifies Village 8,West as being within the Central District of the Otay Ranch Subarea. The GP designates Village 8 West for mixed-use within the Town Center (18-45, units per acre), surrounded by Residential Medium-High(11-18 dwelling units per acre),Residential Medium(6-11.dwelling units per acre) and Residential Low Medium (3-6 dwelling units per acre). In addition, Village 8 West also includes Community Park(CP), Neighborhood and Town Square Parks (NP),an Elementary School site (ES) and a Middle School site (NQS). The Otay Ranch GDP currently authorizes 2,050 dwelling units, 27.9 gross acres of parkland (exceeding the parkland obligation of 17.8 net acres), 5.8 acres of Community Purpose Facility(CPF , 32.4 acres for schools (an Elementary and a Middle School) as well as up to 300,000 square feet of commercial space. The Applicant proposes to amend limited portions of the GP and GDP to facilitate implementation of the development plan for the Project, including transferring 284 dwelling units from Village 8 East to Village 8 West and reducing the size of the Neighborhood Park (although the Village 8 West parkland obligation of P 4 2020-02-25 Agenda Packet, Page 10 of 185 19.,8 is still being provided within the village). Table 2 summarizes the existing GP and Use Designations, Otay Ranch GDP Land Use Designation,and proposed changes. Table.2— vposed Chan ges to G'P and GDP GPLand Use Otay''Ranch GDP Proposed Designations for, DUs i/AC' Land Usle DUsi].AC Changes D'Ushh& Village 8 West Designations Toi,wn Center(TC) 8,99 DU S Tovai Center(TQ 8919 1.210 D'Us Me6um High("NIH) 53 0 DIT S Med-twu H 10 Add 2,84 5631,DUs, Residential N11"IedDUs Mtun(X 29,011 Units 2331DUsi L,ow-Mad.(LXRJ 331 1 DU S Low-Med(LMV) 33 1 328DU'si 'Parks(P) 27.9,AC Community Pafk' 27.91 Reducie,Park 231 4 AC (CP) Size Open Space(IOS) 39.1 AC Open Space(OS), 41-5 Increase 44.31 AC Basal Remove Sch,00lils(S) 31AAC Schools(S) 311.6 Middle 11 1 AC School F,x tend Odler(CPF:Afterials) 383AC Other 315.91 Avetuda 40 31 ALC CaMlse .............. Note: Acres=Gross Acres The Village 8 West Project will remain consistent with the Chula Vista General Plan's Land Use & Transportation, Economic Development,, Housing, Public Facilities & Services, Environmental and Growth Management objectives and policies, such as a p edestrian-oriented Town Center with couplet roadway design. The Project remains consistent with the Otay Ranch GDP land use goals and objectives of integration and compatibility within the village and with adjacent communities and natural resources. Village 8 West SPA Plan Amendment The adopted SPA Plan,approved in December 2013,established the vision for Village 8 West and defined the land use character and mix of uses, design criteria, circulation system, and public infrastructure requirements for the Project. The Applicant proposes to amend the Village 8 West SPA Plan in order to rezone a planned Middle School site from "Town Center"to "Medium-High Residential,"transfer 284 residential units from Village 8, East to Village 8 West, redistribute residential units and commercial square footage among Village 8,West parcels, reduce the size of the Neighborhood Park, extend an internal street to the southern boundary of Village 8 West to connect to a planned off-site street providing access to the future Chula Vista Greenbelt Trail and Ota y Ranch South Community Park, relocate and expand the on-site water quality/hydromodification basin and add an off-site water quality basin within the development footprint of the Otay Ranch South Community Park. Planned Corr munit District R,egMations lDesi g,n Plan (Form Based Codel In form-based planning, the built environment is organized as a range of geographic and development "transects"or cross-sections. Each transect is composed of elements that support its local character,such as building configuration, lot configuration, land use, frontage type and other physical elements of the human environment.The transects in Village 8 West provide organization for development that focuses activity on P 15 2020-02-25 Agenda Packet, Page 11 of 185 the 'Town Center, transitioning into the residential areas and rural open space along the southern edges of the village. These transects are further divided into zones, allowing for greater diversity and smoother transition between transects. Village 8 West is organized into 5 transects (that include 9 zones) as listed below: • T-1 Natural (encompassing the Open Space,Preserve (OP) and Open Space (DS') Zones) • T'-2 Suburban (encompassing the Neighborhood Edge (NE) and Neighborhood General (NG) Zones) • T-3 General Urban (encompassing the Neighborhood Center (NC) Zone • T-4 Town Center (encompassing the' "own Center(TC) Zone) • SD Special District(encompassing the Parks (P) and Community Purpose Facility(C F) Zones) Modifications to the Form Based Code (FBC) were proposed in 2019 in response to the School District's decision to release the Middle School site (Parcel D), a parcel which had no allocated units in the, 2013 entitlement. Subsequently, the Applicant proposes to add residential units to Parcel D and reconfigure Parcels D and C to meet market demand for a wider variety of single-family lot sizes, multi-family products and commercial and office uses. The underlying designation for Parcel D is being rezoned from Town Center to Medium-High Residential with the intention of creating a more viable mixed-use village center that will create a strong sense of place for residents of Village 8 West and surrounding communities. As discussed above, a Trip Generation Analysis (Chen Ryan 2,019) showed a decrease in daily trips between the adopted SPA and the Project. The proposed SPA plan increases the maximum number of residential units (284) for Village 8 West and correspondingly reduces the maximum number of residential units in Village 8 East. (No other changes are proposed for Village 8 East.) The Applicant has agreed to construct the Village 8 West Neighborhood Park and maintain it in perpetuity through a funding mechanism to be mutually agreed to by the City and the Applicant. This maintenance strategy is a departure from the City's past maintenance practice,which relied upon the City's General Fund for public park maintenance. As part of the negotiation with the Applicant to provide perpetual maintenance funding of the Neighborhood Park,the Applicant has requested to reduce the size of the Neighborhood Park by 2 acres and allow a corresponding expansion of the adjacent medium-density residential parcel (Parcel U). The total park obligation of 19.8 acres for the Project will still be provided within the village. (See Supp. PFFD,Tables 4.63 &4.6.4) The Project improves connectivity within the site by extending internal street, Avenida Caprise, from the Town Center to the southern boundary and by connecting to the future Chula Vista Greenbelt Trail in the Ota y River Valley as well as to future recreational opportunities within the otay Valley Regional Park and the Ota y Ranch South Community Park. Changes in Water Quality regulations prompted the redesign and relocation of the on-site water quality drainage basin from Parcel W to Parcel E, and a second off-site basin was added south of the Project in the Village 8 East Community Park. The SD:Special District designation would be modified to eliminate the Basin (B) Zone,as it is no longer needed for Project implementation. Public Facilities Financing Plan and Fiscal Impact An Due to the changes proposed,, a Supplemental Public Facilities Financing Plan (PFF'P and Updated Fiscal Impact Analysis were prepared (Attachment S . The Supplemental PFFP addresses changes to the public facility needs associated with the Village 8 West SPA Plan Amendment. The original PFFD was prepared consistent with the requirements of the Chula Vista Growth Management Program and Chapter 9 of the Otay Ranch GDP. The original PFFD remains intact. P �3ge 6 2020-02-25 Agenda Packet, Page 12 of 185 The preparation of the Supplemental PFFP is required in conjunction with the preparation of the SPA Plan Amendment for the Project to ensure that the,phased development of'the Project is still consistent with the overall goals and policies of the GP, the City's Growth Management Program, and the Otay Ranch GDP to ensure that the development of the Project will not adversely impact the City's Quality of Life Threshold Standards. The Supplemental PFFP is based on the updated phasing and Project information presented in the proposed 2019 GP, GDP, and Village 8 West SPA Amendments. The Applicant prepared technical analyses to supplement the technical reports associated with the original Project approvals and 2013 PFFP,to determine whether the Project's proposed amendments resulted in any changes to financing, constructing or maintaining public facilities within Village 8 West. The 2019 technical analyses demonstrate that the, proposed changes to the Project do not result in changes,to Mitigation Measures, Conditions of Approval or Thresholds established in the 2013 PFFP. The Village 8 West Fiscal Impact Analysis was also updated in January 2020. The fiscal model assumed full build out of 2,334 residential units and no commercial/office square footage, which represents the most conservative land use scenario. However, the Proposed Project includes development of a minimum of 117,000 SF and a maximum of 300,000 SF of commercial/office uses; therefore, the anticipated fiscal outcome is more positive than the following estimates. The results generated from the residential-only fiscal model meet the requirements of Chula Vista Municipal Code(CVMC) 19.09.040 and demonstrate that the proposed Project will generate a fiscal surplus in Years 1 - 6,a deficit in Year 7 and Year 8,a surplus in Years 8,-20 and a cumulative fiscal surplus over the first 20 years of'approximately$2,700,000. In order to address the projected deficits in Years 7 and 8,the Project is being conditioned to either construct 23,400 square feet of commercial/office uses or make a one-time payment to the City in the amount of$41,644, prior to the issuance of the 2,241st residential building permit. The Supplemental PFFP and updated Fiscal Impact Analysis (FIA) show that the Project meets the regulatory documents'growth management policy objectives. Air unlit I n rovement Plan Changes have been made to the Air Quality Improvement Plan (AQIP) consistent with the City's Growth Management Program. The revised AQIP reflects changes in the Village 8 West SPA plan and changes in Building and Energy Codes. Code references and greenhouse gas reduction measures have been updated, although changes proposed with the Project do not result in changes to Mitigation Measures, Conditions of Approval or Thresholds established in the 2013 PFFP. Non-Renewable Ener,gyConservation Plan Changes have been made to the Non-Renewable Energy Conservation Plan to reflect the changes in the Village 8 West SPA plan and to Building and Energy Codes. None of the proposed changes to the Non- Renewable Energy Conservation Plan result in changes to Mitigation Measures, Conditions of Approval or Thresholds established in the 2013 PFFP. Preserve Edge Plan Changes are proposed to the Preserve Edge Plan, including the minor reconfiguration of lots and land uses along the Preserve Edge. The revised Tentative Map maintains the required 100-foot Preserve Edge within the Village 8 West development footprint outside of the Preserve. None of the proposed changes to the Preserve Edge Plan result in changes to Mitigation Measures, Conditions of Approval or 'Thresholds established in the 2 0�13 PFFP. Agricultural Plan No changes are proposed to the Agricultural Plan. P 7 2020-02-25 Agenda Packet, Page 13 of 185 Water Conservation Plan Minor changes have been made to the Water Conservation Plan to reflect the changes in the Village 8 West SPA plan. Although an increase in residential units is proposed,due to a lower irrigation demand factor(Otay Water District), the net effect is a reduction in projected water use. None of the proposed changes to the Water Conservation Plan result in changes to Mitigation Measures, Conditions of Approval or Thresholds established in the 2 0�13 PFFP,. Fire Protection Plan An update has been provided to the Fire Protection Plan (FPP). The Fire Protection Plan Addendum reflects the changes in the Village 8 West SPA plan and a reduced fuel modification zone (2018). None of the proposed changes to the FPP result in changes to Mitigation Measures,Conditions of Approval or Thresholds established in the 2013 PFFD. Affordable,Housing Plan Minor amendments are proposed to the Affordable Housing Plan,to reflect changes to the Village 8 West SPA plan,the increase in residential units,and changes to Housing Policies in the City of Chula Vista and the State of California. None of the proposed changes to the Affordable Housing Plan result in changes to Mitigation Measures, Conditions of Approval or Thresholds established in the 2013 PFFD. Village 8,West Tentative Map The Tentative Map [PCs19-0003) (the "T'M") identifies lot numbers, gross acreage, land use, and allocates residential units for each parcel. The TM, also provides notes for condominiums, fuel modification zones, waivers, etc. The TM also identifies street sections and street layouts to ensure construction of the pedestrian,bicycle and transit-friendly complete streets envisioned in the SPA Plan. Village 8 West Master Precise Plan (MPA19-0012 The Master Precise Plan (MPP) provides design guidelines that establish a framework for creating a vibrant Town Center that provides for healthy and active lifestyles, diverse housing choices,and opportunities for a high-,quality of living while providing the tools to enable flexibility for future growth. It links approved policies and land use designation of the SPA Plan with subsequent project-level approvals within the Village 8,West Town Center Planning Area. The MPP coordinates the interaction and spatial relationships between buildings, structures, landscaping, and public spaces and activities while providing a unified design theme for signage,lighting and street furniture to implement the SPA's vision of a pedestrian friendly destination. Village 8, East SPA Amendment(MPA19-0013J The Site Utilization Table in the Village 8 East SPA Plan has been updated to reduce the total number of authorized residential units from 3,560 to 3,276 DUs. Village 8, East Tentative Map Amendment(PCS13-031 The Land Use Table in the Village 8 East TM has been updated to reduce the total number of authorized residential units from 3,,560 to 3,276 DUs. Pubhc Outreach On January , 2020, the Applicant held a community meeting at the John Lippitt Public Works Center close to the project site. The meeting was,attended by the Applicant,the Applicant's consultant and the City Project Manager. Property owners and residents within 500'of the Project were notified of the meeting,but no one from the public attended. Conclusi"on Within Village 8 West, the proposed integrated land uses, development intensities and grading program directly implement the provisions of the City's GP and the Otay Ranch GDP that foster Smart Growth. The proposed Project provides all of the public facilities required by the Otay Ranch GDP. The high-density mixed P18 2020-02-25 Agenda Packet, Page 14 of 185 use residential located close to the park and commercial land uses in the Town Center further implements pedestrian-oriented policies and is in conformance with the goals, objectives and policies of the GP and the Otay Ranch GDP. DECISION-MAKER CONFLICT' No Property within 1,000 feet: Staff has reviewed the property holdings of the City Council members and has found no property holdings, within 1,000 feet oft e boundaries of the property which is the subject of this action.Consequently,this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 187022(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov't Code §87100,et se . . Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURREN`T,YE,AR FISCAL IMPACI 11 All application fees and processing costs are borne by the Applicant,resulting in no net impact to the General Fund or the Development Services Fund. ONGOING FISCAL IMPACT The proposed Project results in a net increase of 284 residential units within Village 8 West., The Updated Village 8 West FIA conservatively assumed full build out of all residential units and no development of commercial/office square footage. The results generated from the model indicate that the Project will generate a fiscal surplus in Years 1-6 and 9-20,a deficit in Year 7 ($4,474) and Year 8 ($37,170)) and a cumulative fiscal surplus over the first 20 years of'approximately $2,700,000, as summarized in the table below. Projected Annual Annual Park Maintenance Updated Annual Cumulative Year Net Impact Contribution Net Impact Net Impac Year 1 $68,994 $0 $68)994 $68,994 Year 2 $106)023 $0 $106)023 $175)017 Year 3 $125)5'88, $287000 $153,588 $3281605 Year 4 $135)5'19 $287000 $163,519 $4921124 Year 5 $149)5'60 $105)000 $254)560 $746)684 Year 6 $4,269 $105)000 $109)269 $855)953 Year 7 ($109Y474) $105)000 ($41474) $8511479 Year 8 ($142Y170) $105)000 ($37,170) $8141309 Year 9 ($95)279) $105)000 $9,721 $824)030 Year 10 )7 $105)000 $60,271 $884,301 Years 11 - 20 $769)876 $1,050)000 $1,819)876 $2)7041177 Total $968y177 $1;736,000 $2;7041177 The Village 8 West Project includes a minimum of 117,000 square feet of commercial/office uses which will have a positive impact on anticipated City revenues, beyond those resulting from the residential-only scenario analyzed in the Village 8 West FIA. Fiscal Impact Deficit Payment P �3ge 9 2020-02-25 Agenda Packet, Page 15 of 185 A fiscal impact deficit was calculated based on the Village 8 West fiscal model, summing any years with a negative fiscal impact to determine the, fiscal impact deficit to be addressed (CVMC 19.09.090). A$41,644 fiscal impact deficit is indicated in the current analysis. The Project includes the following Tentative Map condition that addresses the fiscal deficit: Prior to issuance of the 2,241st building permit,the Applicant shall either construct 23,400 square feet of commercial/office space or the Applicant shall off-set the revenue shortfall in Years 7 and 8 with a one-time payment to the City of Chula in the amount of$41,644. ATTAC14MENTS None. Prepared by: Janice Kluth,AICP, Project Manager P a g E! 10 2020-02-25 Agenda Packet, Page 16 of 185 S ECOND READING AND ADOPTION ORDINANCE NO. ORDINANCE OF TIME CITY OF CHULA VISTA APPROVING THE SECTIONAL PLANNING AREA (SPA) PLANNED COMMUNITY DISTRICT (FORT"" BASED CODE) REGULATIONS FOR O�TAY RANCH WHEREAS, the property which is the subject matter of this Ordinance is identified as Exhibit "A" attached hereto and incorporated herein by this reference and commonly known as Otay Ranch Village Eight West, which consists of approximately 300.7 acres generally located south of the existing terminus of La Media Road, and southwest of the intersection of Magdalena Avenue and Main Street (Property; and WHEREAS, an application (MPAI 9-00ll) to consider an amendment to the Sectional Planning Area. (SPA) Plan, including Planned Community District Regulations / Development Code (Form Based Code) for Village Eight West (Project) was filed with the City of Chula Vista Development Services Department on May 13, 2019,. by HomeFed Village 8, LLC ("Applicant' and."Owner" ; and WHEREAS, the Project ensures that the Otay Ranch Village Eight West SPA Plan is prepared in accordance with the Otay Ranch. General Development Plan (ODP) to implement the City of Chula Vista General. Plan for Eastern Chula Vista to promote the orderly planning and long term phased development of the Otay Ranch GDP and to establish conditions which will. enable Otay Ranch Village Eight Nest to exist in harmony within the community; and WHEREAS, the development of the Property has been the subject matter of a General Plasm Amendment MPA19-0009, and ars. Otay Ranch General Development Plasm Amendment ent MPA 19-00 10, approved by the City Council immediately prior to this action, by Resolution No. 2020-_B (GPA/GDPA Resolution); and WHEREAS, the Project is established pursuant to Title 19 of the Chula Vista. Municipal Code, specifically Chapter 19.48 (PC) Planned Community Zone, which is applicable to the Otay Ranch Village Eight West SPS Land Use Plan; and WHEREAS, the Project amends the Fora. Based Code applicable to the Open Space Preserve District, Open Space District, Neighborhood Edge District, Neighborhood General District, Neighborhood borhood Center District, Town Center District, Park District, Community purpose Facility District, and Basin District, located in the Otay Ranch Village Eight West SPA Land Use plasm; and WHEREAS, the City's Development Services Director has reviewed the Project for compliance with the California Environmental Quality Act (CEA) and determined that the Project is substantially covered in the previously certified Final Environmental Impact Report for Village 8 Nest (FEIR 10-03/SC #2010062093), that only minor technical changes or additions to this document are necessary, and that none of the conditions described in. Section 15162 of time State CEQA guidelines calling for the preparation of a subsequent document have occurred; C:\Users\legistar\AppData\Local\Tei-np\BCL Technologies\eaI T F 1( BCL C )+ F7D1cr,BCF ,CCOC F7D.docx 2020-02-25 Agenda Packet, gage 17 of 185 Ordinance Page 2 therefore, the Development Services Director has caused the preparation of an Addendum to FEIR 10-03 (IS 19-0002) for consideration; and WHEREAS, the Planning Commission set the time and place for a hearing on said Project and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the City and its mailing to property owners within 500 feet of the exterior boundaries of the Project site at least ten days prior to the hearing; and WHEREAS, the hearing was held at the time and place as advertised, and the Planning Commission voted to approve Planning Commission Resolution MPA 19-,0011 recommending that the City Council approve the Otay Ranch Village 8 SPA Plan Amendment, including the Proi ect; and WHEREAS, a duly noticed public hearing was scheduled before the City Council of the City of Chula Vista to approve the Project-, and Whereas, the proceedings and any documents submitted to the City Council as the decision- makers shall comprise the entire record of the proceedings. NOW THEREFORE the City Council of the City of Chula Vista does hereby ordain as follows: Section I. Action The City Council hereby adopts an Ordinance approving the Otay Ranch Village Eight West SPA Planned Community District Regulations (Form Based Code), finding that they are consistent with the City of Chula Vista General Plan, the Ota y Ranch General Development Plan and all other applicable Plans, as set forth in Resolution 2020- , adopting the Village Eight West SPA Plan, and that the public necessity, convenience, general welfare and good planning and zoning practice support their approval and implementation. Section 11. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section Ill. Construction The City Council, of the City of Chula Vista in this Ordinance to supplement., not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. 2020-02-25 Agenda Packet, Page 18 of 185 ordinance Page 3 Section IV. Effective Date This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by: Approved as to form by: Kelly G. Broughton Glen R. Googins Development Services Director City Attorney 2020-02-25 Agenda Packet, Page 19 of 185 zmr, ..' l v r r IN III til C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA February 25,2020 File ID: 20-00 20-0082 „MITI ORDINANCE OF THE CITY OF C ULA VISTA, ACTING AS SHE LEGISLATIVE BODS" OF THE BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT, AUTHORIZING THE LEVY of A SPECIAL TAX IN SUCH DISTRICT (SECOND READING AND ADOPTION) RECOMMENDEDT Council adopt the ordinance.. SUMMARY Formation proceedings for the Bayfront Project Special Tax Financing District(the"Bayfront District")were initiated on September 10, 2019. A special mail ballet election to consider the formation of the Bayfront District was held,with all ballots due to the City Clerk:no later than noon today,February 18,2020. Tonight's action will continue the formal formation proceedings by certifying the election results. If Proposition A is approved by the qualified electors, an ordinance authorizing the ley of,special taxes within the Bayfront. District will be placed on first reading. ENVIRONMENTAL REVIEW The Director ofDevelopment Services has reviewed the proposed activity for compliance witthe California Environmental Quality pct (CEQA) and has determined that the activity is not a `Project" as defined under Section 15378 of the State CECA Guidelines because the proposed activity consists of the creation of' a ;governmental fiscal/funding mechanism which does not result in a physical change in the environment; therefore,pursuant to Section 150610(c)(3) of the State CEQA.Guidelines,the activity is not subject to CEQ . Notwithstanding the foregoing, the project was adequately covered in previously certified Final Environmental Impact Report UPD#X83356-EIR.-65 ,/SC H#20 50 1077 for the Chula Vista Bayfront Master Plan. "T"hus,no further environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION On September 10,201 ,the City Council initiated proceedings to form the Bayfront District with the adoption of City Council Resolution Nos.2019-167,2,019-168,and 2019-169,adopting a boundary map of the Bayfront 1 . 0 0 1 P IiI 1 2020-02-25 Agenda Packet, gage 20 of 185 District,declaring the intention of the City Council to establish the Bayfront District and to authorize the levy of a special tax therein, and declaring the,necessity of'the Bayfront District to incur a bonded indebtedness, respectively. Resolution No. 2019-169 was subsequently amended by the City Council on November 12, 2019 to increase the maximum bonded indebtedness for the Bayfront District from $125,000�,00�0 to $175)000)000. On November 19, 2019,, the City Council held a public hearing and took additional formation actions, approving Resolution Nos. 2019-2,18, 2019-219, 2019-2,20, 2019-221 and 2019-222. These resolutions approved an Amended and Restated Revenue Sharing Agreement by and between the City and the San Diego Unified Port District(the"Port District"), approved a Joint Community Facilities Agreement by and between the City and the Port District, approved forming and establishing the Bayfront District and submitting the levy of special tax to the qualified electors, deemed it necessary to incur a bonded indebtedness of the Bayfront District, and called a special mail ballot election to submit the following three (3) propositions to the qualified electors: PROPOSITION A Shall the measure to authorize the Bayfront Project Special Tax Financing District (the "District") to levy special taxes at rates not to exceed 5% of Rent charged on Hotel Property and Campsite Property (as such terms are defined in Resolution No. 2019-22,0 accompanying this ballot) within the District,until the end of the term set forth in such resolution, raising an estimated $30,000,000 annually to finance Improvements and Services described in such resolution,be approved? Yes No PROPOSITION B Shall the measure to authorize the Bayfront Project Special Tax Financing District (the"District") to incur a bonded indebtedness of'the District in an amount not to exceed$175,000,000,to be secured by special taxes subject to the approval of Proposition A above,be approved? Yes No PROPOSITION C Shall the measure to establish an Article XIIIB appropriations limit equal to $125,000,000 for the Bayfront Project Special'Tax Financing District be approved? Yes No P 2 2020-02-25 Agenda Packet, Page 21 of 185 The November 19, 2019 public hearing was held pursuant to the provisions of Chula Vista Municipal Code Chapter 3.61 (the"Bayfront Project Special Tax Financing District Procedural Ordinance"). At 12:00 pm.on February 18, 2020,in the City Clerk's office,the City Clerk,acting as the election official,will conduct a special election and the qualified electors of the Bayfront District (i.e. the landowners within the district) will considered the levy of special taxes, authorizing the Bayfront District to incur a bonded indebtedness, and establishing an appropriations limit for the Bayfront District. The City Clerk will preside over the proceedings,verify the eligible voters,verify signatures,and present the election ballots. The City Clerk will prepare and distribute certification of the election shortly after 12:00 pm on February 18, 2020. Next Steps If Measure A is approved by the qualified electors,a second reading of the ordinance will be presented to the City Council for consideration on February 25, 2020., Within fifteen (15) days after its adoption, the City Clerk will cause the publication of a public notice of the ordinance, specifying the approval, formation and levy of a special tax. In the coming months,the City Council will consider formal actions approving necessary financing documents for the Bayfront District. These documents will include a loan agreement with the Chula Vista Bayfront Facilities Financing Authority, an Acquisition Financing Agreement, and other pertinent documents. DECISION-MAKER CONFLICT" "C4 Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2,section 18702.2(a)(7) or (8),for purposes of the Political Reform Act(Cal. Gov't Code §8,7100,etseq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURREN"I",-YEAR FISCAL IMPACT All expenses incurred by the City in undertaking the proceedings to, consider the formation of the Bayfront District and subsequently authorizing, issuing, and selling bonds of the Bayfront District to finance the acquisition and construction of eligible public or private facilities will be reimbursed from future Bayfront District bond proceeds or special tax revenues, resulting in no net impact to the General Fund or the Development Services Fund. ONGOING FISCAL IMPACT The cost to administer the Bayfront District,if established,and the issuance of bonds by the Bayfront District shall be paid from the proceeds of special taxes to be levied within the Bayfront District or the proceeds of bonds issued by the Bayfront District. There is,therefore,no ongoing fiscal impact tot e City's General Fund or Development Services Fund as a result of this action. P : ge 3 2020-02-25 Agenda Packet, Page 22 of 185 AT rACHMEN rs None., Staff Contact: Tiffany Allen, Development Services Department P 4 2020-02-25 Agenda Packet, Page 23 of 185 S ECOND READING AND ADOPTION ORDINANCE NO. ORDINANCE of THE CITY of CIIIULA VISTA ACTING AS THE LEGISLATIVE BODY OF THE BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT, AUTHORIZING THE LEVY OF A SPECIAL TA: IN SUCH DISTRICT WHEREAS, the City Council (the "City Council") of the City of Chula Vint (the "City"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors authorizing the levy of special taxes in the Bayfront p Project Special Tax Financing District (the District all as authorized +pursuant to Chapter . 1 of the Chula Vista Municipal Code (Chapter 3.6 1). THE CITY COUNCIL OF THE CITY OF C TELA VISTA, ACTING AS THE LEGISLATIVE OILY OF THE BAYFRONT PROJECT SPECIAL TAS FINANCING G DISTRICT, DOES HEREBY ORDAIN AS FOLLOWS SECTION 1. This City Council does, by the passage of this ordinance, authorize the levy of special taxes on taxable properties located in the District pursuant to the Rate and Method of Apportionment of Special. Taxes as set forth in Exhibit A attached hereto and incorporated herein by this reference (the "Rate and Method"). SECTION 2. This City Council, acting as the legislative body of the District, is hereby further authorized, by resolution, to annually determine the special tax to be levied within the District for the then current tax year or future tax years; provided, however, the special tax to be levied shall not exceed the maximum special tax authorized to be levied pursuant to the Rate and Method. SECTION 3. The Special Taxes will be due and remitted with the Operator's payment of transient occupancy taxes as set forth in Chapter 3.40 of the Chula Vista Municipal Code (Chapter 3.40). If a Landowner is not an Operator, the Landowner shall cause the Operator to remit the Special Taxes imposed with the Operator's payment of transient occupancy tax. Such. Landowner obligation may be met by including a requirement to remit the Special Tapes in a lease or other real property instrument t for a Campsite Property or Rotel property (each as defined in the Rate and Method of Apportionment) and enforcing such requirement, as provided for in the real property instrument. However, the Special Tai is not imposed on the Transient (as defined in Chapter 3.40), but on the parcel or possessory interest in a parcel containing a Hotel or Campsite (as such terms are defined in Chapter 3.61). The Operator may, but is not required to, ass the Special Tax through to the Transients and collect it with. Rent (as defined in Chapter 3.40). Despite the method of collection and administration, the Special Tax is distinct from. the City's transient occupancy tax and, subject to the Rate and Method of Apportionment, may be enforced, in the event of nonpayment, as provided in the .Mello-Roos Community .Facilities Act of 1982, including through a judicial foreclosure; however, the City Council reserves the right to utilize any other lawful means of billing, collecting, and enforcing the Special Taxes, including billing on the secured property tax roll, direct and supplemental billing, any other legal authority to collect delinquent Special Taxes, penalties and interest and when lawfully available, judicial. foreclosure of the lien of the Special Taxes. 60297.00057\3265823 1.1 1. 2020-02-25 Agenda Packet gage 24 of 185 S ECOND READING AND ADOPTION Subject to the Rate and Method of Apportionment, any Special Taxes delinquent as of July 1 of any fiscal year, together with any penalties and interest accrued as of that date, may, at the option of the City Council, acting as the legislative body of the District, be placed on the secured property tax roll in that fiscal year and be levied on the parcel for which such Special Taxes are delinquent, where it shall be collected in the sane manner as ordinary ad valorem. property taxes are collected and shall be subject to the same penalties and the same procedure, sale and lien priority in case of delinquency as is provided for ad valorem taxes. The Special Taxes are imposed by the District and not the City. The Special 'fax shall be levied by the district, in any year, only on a parcel or a possessory interest in a parcel within the District for the use of such property urin such year as HotelProperty or Campsite Property. SECTION 4. This ordinance shall be effective upon its adoption. within fifteen (15) days after its adoption, t y" e City Clerk shall m cause this Ordinance to be published. In a newspaper of general circulation in the City pursuant to the provisions of Chula vista's City Charter, Section 312(b). Enacted at a regular meeting of the City Council of the City of Chula Nista, California, held on the day of , 20201 by the following vote: AYES: TOS, ABSTAIN: ABSENT: Presented b Approved as to form by:. Kelly G. Broughton FASLA Glen R. Googins Director of Developmental Services City.Attorney 60297.00057\3265823 1.1 2 2020-02-25 Agenda Packet, gage 25 of 185 S ECOND READING AND ADOPTION EXHIBIT RATE AND METHOD OF APPORTIONMENT 60297.00057\3265823 1.1 .A- 1 2020-02-25 Agenda Packet, gage 26 of 185 zmr, ..' l IN III til v r :a C1TY' C,0UNC'1LSTIA, ""EMENT CITY, OF CHUIAVISTA r l 1 February 5,2020 File IU: 19-0580 „MITI RESOLUTION OF THE CITY COUNCIL OF 'THE CITY of CH LA VISTA AWARDING A CONTRACT FOR THE "RETIMING of TRAFFIC SIGNALS ANIS INSTALLATION of FIBER OPTIC/ETHERNET COMMUNICATION SYSTEM (TR17014014)" PROJECT To IBEX, INC. IN THE AMOUNT' of $740,688; AND MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2019 0 ACIP PROGRAM BUDGETS TO, APPROPRIATE FUNDS THEREFOR 4/5 VOTE REQUIRED) ACTIONRECOMMENDED Council adopt the resolution. SUMMARY On January 8, 2020, the Director of Engineering and Capital Projects received two ) sealed bids for the "Retuning of Traffic Signals and Installation of Fiber optic/Ethernet Communication System (TRF0404))) project. The project is included in the Capital Improvement Program for Fiscal Year 20118/2019. The proposed resolution,if approved,would 1 accept bids; ) award the contract for this project to DB , Inc. in the amount of $740,688; and 3) make various amendments to the Fiscal Year 2019/20 C'IP Program budgets. ENVIRONMENTAL REVIEW The City's Development Services Director has reviewed the proposed project for compliance with the California Environmental Quality pct(CEQA) and has determined that the project qualifies for a Categorical Exemption pursuant to State CEA Guidelines Section 15301 Class 1 (Existing Facilities) and Section 15303 class 3 New Construction or Conversion of' Small Structures) because the proposed project would not result in a significant effect on the environment, create a cumulative impact, damage a scenic highway, or cause a substantial adverse change in the significance of a historical resource. Thus, no further environmental reeve is required. BOARD/COMMII'TTEE RECOMMENDAtrION Not applicable. 1 . 0 0 1 P � 1 2020-02-25 Agenda Packet, gage 27 of 185 DISC'USSION CIP project TRF0404 is a federally funded project in the Highway Safety Improvement Program administered by Caltrans. The scope of work includes the installation of fiber optic/ethernet communication system in existing dual conduits along the Main Street corridor. Bidding Process On November 22, 2019, Engineering and Capital Projects Staff advertised the project and received two (2) sealed bids on January 8,2020. The base bid totals from the prime contractors were as follows: Ranking Contractor Base Bid Amount 1 IBX, Inc., $740,688.( 0 2 HMS Construction,Inc. $755,000.00 The low bid by IBX, Inc. of$740,688 is $81,682 (approximately 9.9%) below the Engineer's estimate of $822,370. IBX, Inc., is currently an active licensed Class "A", General Engineering Contractor (License No. 240547) and has performed similar work in the region with satisfactory performance. Staff recommends awarding CIP'TRF0404 to DBX, Inc. and appropriating$53,600 in Traffic Signal funds to cover the total project cost of$1,000,020 as shown below in the Current-Fear Fiscal Impact section. Disclosure Statement Attachment 1 is a copy of the Contractor's Disclosure Statement. W,ag,eStatement The Contractor that is awarded the contract and its subcontractors are required to pay prevailing wages to persons employed by them for work under this contract. The prevailing wage scales are those determined by the Director of Industrial Relations,State of California. Traffic si nal modifications at Four Inter's ections (,TRFO 3 8 81 Unforeseen site conditions and design revisions may require additional staff time and effort during project construction,. staff recommends appropriating$125,000 in Traffic,Signal funds for this additional effort. Pedestrian Crosswalk Enhancement at Uncontrolled Intersections (TRF03941 Additional work is required to meet design standards and to complete the project close-out process. Staff recommends appropriating $40,000 in 'Traffic Signal funds to complete project in accordance with design standards. DECISION-MAKER C"ONFLIC17 rTC1a Staff has reviewed the property holdinmm gs of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California P 12 2020-02-25 Agenda Packet, Page 28 of 185 Code of Regulations Title 2,section 18702.2(a)(7) or (8),for purposes oft e Political Reform Act(Cal. Gov't Code§87100,et seq. . Staff is not independently aware, and has not been informed by any Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approval of this resolution will result in the appropriation of$218,,600 in Traffic Signal Funds to TRF0388 ($125,000)) TRF0394 ($40,000) and TRF0404 ($53,600), and will initiate the construction phase of TRF0404. Sufficient funds are available for said appropriations; therefore, there is no additional impact to the'Traffic Signal fund. Summary of Construction Costs for T'RF0404 are as follows: Funds Rewired.for Construction RF04041 A. Contract Amount $740;688 B. Contract Contingency $74)10O C. Construction Inspection Staff Cost $111)132 D. Engineering Staff Cost $74)100 Total Funds Re aired for Construction $11000)020 Available Funding A. Project Budget(TRF0404) $946;420 B. Appropriation (TRF0404) Traffic Signal Funds $53)600 Total Funds Available for Construction $1)0001020 ONWING FISCAL IMPACT Upon completion of the project,the improvements will require only routine City street maintenance. ATTACHMENTS 1. Disclosure Statement 2. Project Location Map Staff Contact.- 'an Fen Liu,Associate Engineer P 3 2020-02-25 Agenda Packet, Page 29 of 185 RESOLUTION No. RESOLUTION of THE CITY COUNCIL of THE CITY of C ULA VISTA AWARDING A CONTRACT FOR THE "RETII"` ING of TRAFFIC SIGNALS ANIS INSTALLATION OF' FIBER OPTIC/ETHERNET COMMUNICATION SYSTEM (TRF0404)" PROJECT To DBX, INC. IN TIME AMOUNT of $74008; AND MAKING VARIOUS AMENDMENTS TO THIS FISCAL ,YEAR 2019/20 CIP PROGRAM BUDGETS TO APPROPRIATE FUNDS THEREFOR(4/5 VOTE REQUIRED) WHEREAS, Chapter 2.56 of the Chula Nista Municipal Code authorizes the City to contract for public works; and WHEREAS, on.November 22, 201.9, the Department of Engineering and Capital Projects solicited bids for the "Retimin,g of Traffic Signals and. Installation of Fiber optic/Ethernet Communication System (TRFO�4O�4)" project in accordance with Chula Vista Municipal Code section 2.56.1 0 A; and. WHEREAS, on January 8, 2020, the Director of Engineering and Capital Projects received two (2) sealed bids for the "Retiming of Traffic Signals and Installation of Fiber optic/Ethernet Communication System(TRF0404)"project; and. WHEREAS, the apparent lour bid for the project was submitted by IBX, Inc. int e amount of$740,688, which is below the Engineer's estimate of $822,370 by $81,682 (approximately 9.9%below the Engineer's estimate); and WHEREAS, staff has determined that the bid submitted.by DBX, Inc. is responsive in all material respects to the bid specifications/requirements, and that DBX, Inc. is the lowest responsive and responsible bidder; and WHEREAS, staff recommends awarding the contract to IBX, Inc. in the amount of $740,688; and. WHEREAS, staff recommends making various amendments to the Fiscal Year 2019/20 CIP program budgets to appropriate funds therefor. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista that it awards the contract for the " .etiming of Traffic Signals and Installation of Fiber optic/Ethernet Communication System(TRF0404)"'project to DBX, Inc. in the amount of$740,688. BE IT FURTHER RESOLVED by the City Council of the City of Chula Nista that it amends the FY 2019/20 CIP Program budgets accordingly, in the total amount of $218,600 as follows: 2020-02-25 Agenda Packet gage 30 of 185 Summary of appropriations from the available balance of Traffic Signal Fund: • Appropriate $125,000 to TRF0388 • Appropriate $40,000 to TRF0394 • Appropriate $53,600 to TRF0404 Presented by Approved as to form by William S. Valle Glen R. Googins Director of Engineering and Capital Projects City Attorney 2020-02-25 Agenda Packet, Page 31 of 185 CITY OF CI ULA VISTA DISCLOSURE STATEMENT Pursuant to Council Policy 101-01,prior to any action upon matters that will require discretionary action by the Council,Planning Commission and all other official bodies of the City of Chula vista(the"City", a statement of disclosure of certain ownership or financial interests,payments,or campaign contributions for a City election must be filed.The following information must be disclosed: 1. List the names of all persons having a financial interest in the property that is the subject of the application or the contract,e.g., owner, applicant, contractor,subcontractor,material supplier. D BX, Inc. James C. Perry President/Secretary/Treasurer 2. 1f any person* identified pursuant to item one(1) above is a corporation or partnership, list the names of all individuals with a two thousand dollars ($2000) investment in the business (corporation/partnership)entity. Jaynes C. Perry 3. 1f any person* identified pursuant to item one (1) above is a non-profit organization or trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the trust. nla 4. Please identify every person, including any agents, employees, consultants, or independent contractors you have assigned to represent you before the City in this smatter. Jaynes C. Perry S. Has any person* associated with this contract had any financial dealings with an official" of the City as it relates to this contract within the past twelve(12)months? Yes No x 39 2020-02-25 Agenda Packet gage 32 of 185 If Yes, briefly describe the nature of the financial interest the official" may have in this contract. 6. Have you madea contribution of more than two hundred fifty dollars ($250) within the past twelve (12) months to a current member of the Chula Vista City Council? No X Yes If yes, which Council member? 7. Have you provided more than three hundred forty dollars ($340) or an item of equivalent value to an official" of the City in the past twelve(12) months? (This includes being a source of income, money to retire a legal debt, gift, loan, etc.)Yes No X If Yes, which official" and what was the nature of item provided? Date:January 6, 020 ignaiure of Contractor/Applicant DBX, Inc. James C. Perry Name of Company, Firm or Entity Print or type name of Contractor/Appl 1 cant President/Secretary/Treasurer Title Person is defined as: any individual, firm, co-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, any other county, city, municipality, district, or other political subdivision, -or any other group or combination acting as a unit. Official includes, but is not limited to.- Mayor, Council member,Planning Commissioner,Member of a board,commission,or committee of the City, employee, or staff members. 40 2020-02-25 Agenda Packet, Page 33 of 185 I I I I f INSTALLATION OF FIBER OPTIC/ I ETHmt� RNET CUMI UNICATION SYSTEM GENERAL NOTES MAINTREETCORRIDOR; FROM INDUSTRIAL WORK TO BE DONE: ]. ALL EXISTING UTILITIES AND STRUCTURES REPORTED BY PLANS OR OTHERS,AND THOSE BOULEVARD Thi NIRVANA f""'11'�A I""'l V E U E IN THE, SHORN ON RECORDS EXAMINED ARE INDICATED ON THE PLANS WITH THEIR APPROXIMATETHE'..IMPROVEMENTS CONSIST OF THE FOLLOWING WORK TO BE DONE IN ACCORDANCE LOCATION AND EXTENT.UNDERGROUND FACILITIES MAY EXIST WHICH HAVE NOT BEEN REPORTED WITH THE PLANS. THE WORK TO BE DONE CONSISTS OF THE ITEMS INDICATED UNDER CITY F CHULA VISTA, CALIFORNIA CIF . OR ON RECORD.THE CONTRACTOR IS REQUIRED TO TAKE DUE PRECAUTIONARY MEASURES TO THE"LEGEND"SHOWN BELOW AND THE FOLLOWING DOCUMENTS: PROTECT THOSE FACILITIES FOUND AT THE SITE.IT SHALL BE THE CONTRACTOR'S p� ('�q ,q J �'+� {^'� J�+ ('� ('`y RESPONSIBILITY TO NOTIFY THE OWNERS OF THESE FACILITIES BEFORE STARTING WORK. TI`4F t.V`f `I'/ FEDERAL V. I It�I�L- L1 (t147 1, 2012 CITY OF CHULA VISTA SUBDIVISION MANUAL. a STREET LIGHTS,TRAFFIC SIGNALS,(CITY OF CHULA VISTA) 619-397-6163 2. STANDARD SPECIFICATIONS FOR PUBLIC WORKS CONSTRUCTION,2012 EDITION w STORM DRAIN,SEWER(CITY OF CHULA VISTA) 619-•397-6009 ("GREEN BOOK"). ¢ WATER(SWEETWATER AUTHORITY) 619-420-1413 3. 2012 REGIONAL SUPPLEMENT TO STANDARD SPECIFICATIONS FOR PUBLIC WORKS Q (OTAY WATER DISTRICT) 619-670-2222 CONSTRUCTIONS("REGIONAL SUPPLEMENT"). TELEPHONE(AT&T) 619-266-4725 , 4. SAN DIEGO REGIONAL STANDARDDRAWINGS("SDRSD"),DATED SEPTEMBER 2012. GAS&ELECTRIC(SDG&E) 858-654-63395, CITY OF CHULA VISTA STANDARD SPECIAL PROVISIONS(CV SPECIAL CABLE T,V.(COX COMMUNICATIONS--SAN DIEGO) 619-266-5220 eI PROVISIONS),DATED APRIL 2019. C U, pt 61RC �`� 6. CITY OF CHULA VISTA DEPARTMENT OF ENGINEERING AND CAPITAL PROJECTS (MEDIA3 COMMUNICATIONS) 619-426-3114 � Ria ROAD (CROWN CASTLE COMMUNICATIONS) 626-320-0996 � � �i• c7� �• DESIGN AND CONSTRUCTION STANDARD DRAWINGS 2.017(IVSD). , a1� 7. CALIFORNIA DEPARTMENT OF TRANSPORTATION STANDARD PLANS 2015 (NOTIFICATION TO BE 46 HOURS PRIOR TO STARTING WORK.) f- 11 STANDARD PLANS") 125 8. CALIFORNIA DEPARTMENT OF TRANSPORTATION STANDARD SPECIFICATIONS 2015 IMPORTANT NOTICEr q 'CALTRANS STANDARD SPECIFICATIONS" -PROJECT LOCATION ION o� ( ) SECTION 4216/4217 OF THE GOVERNMENT CODE REQUIRES A DIG ALERT IDENTIFICATION NUMBER BE L �'t `ti�¢ 9. 2014 CALIFORNIA MANUAL OF UNIFORM TRAFFIC CONTROL DEVICES,REVISION 2 ISSUED BEFORE A"PERMIT TO EXCAVATE"WILL BE VALID.FOR YOUR DIG ALERT I.D.NUMBER,CALL IAZ (CA-MUTCD). z UNDERGROUND W MAIN STREET °T�w ALL AS ADOPTED BY THE CITY OF CHULA VISTA ARE MADE A PART OF THE SERVICE ALERT "L TOLL FREE 811 PALM AVE. SPECIFICATIONS.ALL REFERENCES ARE TO BE MADE PART OF THESE PLANS.ANY � CHANGES OR REVISIOfdS THEREFROPv1,SHALL.BE APPROVED BY THE CITY OF ENGINEER, TWO WORKING DAYS BEFORE YOU DIG OR HIS DESIGNEE,PRIOR TO ANY REQUEST FOR INSPECTION. 222 2. CONTRACTOR SHALL NOTIFY THE OFFICE OF THE CITY ENGINEER AND TRAFFIC SIGNAL SHOP 48 WORK INCLUDES INSTALLATION OF NEW FIBER OPTIC CABLES,TRENCHING,TRENCH HOURS(2'WORKING DAYS)PRIOR TO START OF WORK.CONTRACTOR SHALL GIVE ONE WORKING 5 OTAY MESA ROAD REPAIR,SIDEWALK REPAIR,AND VAULT INSTALLATION, DAY NOTICE ON ALL CALLS FOR INSPECTION.ANY WORK PERFORMED WITHOUT BENEFIT OF INSPECTION SHALL BE SUBJECT TO REJECTION AND REMOVAL AT NO COST TO THE CITY. UTILITY NOTES: a 2 CONSTRUCTION INSPECTION EMAIL Constructionlnspection@chulovistocc.gov VICINITY AP 1. THE LOCATIONS OF ALL UTILITIES SHOWN HEREON ARE BASED ON FACILITY MAPS TRAFFIC SIGNAL MAINTENANCE SHOP 619-397-6163 NORTH NO SCALE PROVIDED BY THE RESPECTIVE UTILITY COMPANIES AND ARE APPROXIMATE. CONTRACTOR SHALL VERIFY LOCATIONS OF EXISTING UTILITIES IN THE FIELD TO 3, KEPT AT ALL TIMES ON WHICH ALL BLUELINE PRINTS AND OR VARIATIONS IN THEEWORK,TIINCLUD INCLUDING BE SHEET INDEXCATIINTERRUPTIONSOF UTILITIESSHOWN PREVENTED. AS BUILT SET OF ENSURE THAT DAMAGE OR ALL 2. CONDUITS FOR ALL TELECOMMUNICATIONS UTI (CATV,FO,T)MAY UTILITIES FOUND,ARE TO BE RECORDED AND PLOTTED ACCURATELY. DRAWING NO. DESCRIPTION 17' CONTAIN FIBER OPTIC CABLES. z G 01 COVER SHEET 3. CONTRACTOR TO PROTECT ALL SWEETWATER AUTHORITY FACILITIES LOCATED WITHIN W02 SPECIAL NOTES 4. CONTRACTOR AGREES THAT HE/SHE SHALL ASSUME SOLE AND COMPLETE RESPONSIBILITY FOR 03_14 INTERCONNECT PLANS THE PROJECT IMPROVEMENTS AREA. ALL WATER METERS,METER BOXES,METER U v JOB SITE CONDITIONS DURING THE COURSE OF CONSTRUCTION OF THIS PROJECT.THIS INCLUDES 16-24 COMMUNICATION SCHEMATIC VAULTS,FIRE HYDRANTS,GATE VALVES,GATE WELLS,AND SERVICE LINES TO BE 16-24 FIBER SPLICE DETAILS SAFETY OF ALL PERSONS AND PROPERTY.THIS REQUIREMENT SHALL APPLY CONTINUOUSLY AND PROTECTED IN PLACE. NOT BE LIMITED TO NORMAL WORKING HOURS.THE CONTRACTOR SHALL DEFEND,INDEMNIFY, 4. CONTRACTOR TO MAINTAIN A MINIMUM PARALLEL SEPARATION OF 5'FROM AND HOLD HARMLESS THE OWNER AND THE CITY REPRESENTATIVES FROM ANY AND ALL TRENCHING TO SWEETWATER FACILITIES. LIABILITY,REAL AND/OR ALLEGED,ON CONNECTION WITH THE PERFORMANCE OF WORK ON THIS LEGEND 5. ALL UTILITIES TO BE PROTECTED IN PLACE UNLESS OTHERWISE NOTED ON PLANS. PROJECT. +I EkSTING MANHOLE FOC FIBER OPTIC CABLE 5. THE PERPETUATION OF EXISTING HORIZONTAL AND VERTICAL CONTROL AND PROPERTY EXISTING SEWER MA14HOLE PWC POLYVINYL CHLORIDE tai SDG&E SAN DIEGO GAS AND ELECTRIC a MONUMENTS WILL BE DONE BY THE CITY SURVEYING GROUP UNLESS THERE IS A BID ITEM IN EXISTING TRAFFIC SIGNAL POLE THE CONTRACT PROPOSAL FOR THE CONTRACTOR TO DO IT.ANY PROPERTY MONUMENTS , ....._............__.. EXISTING WATER MAIN SMFa SIGNAL MODE FIBER OPTIC `6 DESTROYED BY THE CONTRACTOR'S NEGLIGENCE MUST BE REPLACED AT HIS/HER OWN EXPENSE. STA CENTERLINE STATIONING CITY BENCHMARKS AND INTERSECTION TIES WILL BE REFERENCED AND REPLACED BY THE CITY EXISTING SEWER MAINR/W RIGHT OF WAY - -- -- SURVEYING GROUP. EXISTING STORM DRAIN CV TS CITY OF CHULA VISTA TRAFFIC SIGNAL CONDUIT � __..._ ..._. ......... EXISTING GAS MAIN PCC PORTLAND CEMENT CONCRETE 6. THE LOCATION AND ELEVATION OF EXISTING IMPROVEMENTS TO BE MET(OR AVOIDED)BY THE EXISTING TELEPHONE LINE AC ASPHALTIC CONCRETE a WORK TO BE DONE SHALL BE CONFIRMED BY THE CONTRACTOR'S FIELD MEASUREMENTS PRIOR EXISTING UNDERGOUNO ELECTRICAL LINE HDPE HIGH DENSITY POLYETHYLENE TO THE CONSTRUCTION OF NEW WORK.THE CONTRACTOR SHALL REPORT TO THE OWNER ANY ........... ..... r -- EXISTING CABLE Tv LINE TYP TYPICAL DISCREPANCIES BETWEEN HIS/HER MEASUREMENTS AND THESE PLANS. CB 114STALL CONDUIT INTO EXISTING PULL BOX. M - ---- --- ----- EXISTING FENCE LINE CONNECT'NEW AND EXISTING CONDUIT.REMOVE EXISTING s' 7. CONTRACTOR SHALL PROTECT IN PLACE ALL THOSE IMPROVEMENTS NOT SHOWN TO BE _. __ EXISTING DUAL PWC CONDUIT Gc CONDUCTORS AND INSTALL CONDUCTORS AS INDICATED wa _.___..I ..d z. _.,.... EXISTING FIBER OPTIC CABLE � REMOVED,RELOCATED,ADJUSTED,OR REPLACED. FO FO PROPOSED FIBER OPTIC CABLE 410 8. CONTRACTOR SHALL REPLACE AT NO COST TO THE CITY ANY TRAFFIC SIGNAL EQUIPMENT —JFa-IFa-1Fo—UFa—JFa— PROPOSED JUMPER FIBER OPTIC-12 STRAND 51aFa BRANCH CABLE IN EXISTING CONDUIT INCLUDING LOOPS THAT ARE DAMAGED DURING CONSTRUCTION, PROPOSED SPLICE VAULT PRECONSTRUCTION CONFERENCE ROESs/041 �R 9 0 � PROPOSED 6E PULL BOX A THE CONTRACTOR SHALL NOT BEGIN ANY WORK ON THIS PROJECT UNTIL A PRECONSTRUCTION EXISTING SPLICE VAULT11 ' CONFERENCE IS HELD WITH THE ENGINEER OF WORK,AND THE CONSTRUCTION CITY EXISTING 6E PULL BOX � JON M.COLLINS z1;�Z INSPECTOR, SINGLE FIBER TERMINATED w N0.62090 w # exp.agr3Olzl INSTALLATION OF FIBER'OPTRCl AS BUILTS: z THE CONTRACTOR SHALL FURNISH TO THE ENGINEER OF WORK,AS-BUILT PLANS FOR ALLT OF CALti� ETHERNET (7ilAlMUNICATICN SYSTEM (TRF040) NEW IMPROVEMENTS SHOWN ON THESE PLA14S FOR SUBMITTAL TO THE CITY ENGINEER FOR `���' COVER SHEET APPROVAL ACCORDING TO SECTION 15.04.140 OF THE CHULA VISTA CODE.A SET OF RESPONSIBLECITY OF CHULA MSTA SUBSET APPROVED PLANS AND A SET OF SPECIFICATIONS SHALL BE KEPT 01'4-SITE AT ALL TIMES ON ARGE D ;r O 00TH UTILITY Nf)TE.ALL EXrsriNc UrrLrnEs sN©wN ON THESE Pi:aNs '+�Ifl IMPORTANT NOTICE K.Ih4LEY-HORN&ASSOCIATES,INC. ARE PLOTTED FROM RECORD @ATA AT THEIR APPROXIMATE .�� ."°.,, ENGINEERItWG AND SHEET lD: S-11-rise/asi� m.r.. ..e cpea CHARGE �a�- Gs mon Tao Ir vWo A01 8 STREET SUITE 6416 L"'�. LOCA TIONS UNDERGROUND FACdL177E5 41A EXIST WHICH HAVE CAPITAL PROJECTS WHICH ALL CHANGES OR VARIATIONS IN THE WORK,INCLUDING ALL UTILITIES FOUND ARE TO Mmn.,,,a �db,d.". J »Barn OF WORN'; r � �.� m fy"...r.,.m.wsr. SAN 0tEG0 CA 9?179 NOT BEEN REPORTED OR ARE NOT OF RECORD.CONTRACTOR � - 276 FOURTH AVENUE BE RECORDED AND PLOTTED ACCURATELY BY THE CONTRACTOR, X p..ug aM I.D.".�,.. (6191 234-941r JON��.Cl7LLtN JT RCE ICJ. SHALL VERIFY THE LOCA170M OF ALL PER77NENT UTILITIES IN THE �� CHULA VISTA,CA 9191® CV-01 CALL TOLL FREE CIVIL ENGINEER 62090 FIELD PRIOR TO THE.START OF CONSTRUCTION. C i ULA VM WWW.CYULAMSTACA.GOV 4e HOURS BEFORE YOU niC E 1 1 12 0/20 1 9 APPROVED S$° ' DATE`1 1120/2 01 9 UNDERGROUND SERVICE Ad ERT REYYEII D 1: DATE DRAWING N1� +:oNsrRucnnN RECORD As-Burg 'r- CON TRA CTOR: SIGNED: DATE; DISCIPLINE r 1NSPECTCIR; ' 19026-01 Rtk51N CO srANZA,P.E_S IOR CIVIL ENGTMEER JCJSE-,UIs GOME7,PIE LS-PRINCIPAL OWL zoza-oz- D PLETED: PRINTED NAME: R,C.E.NO,: EXPIRATION.- � EN EER zmr, ..' l v r r IN III til C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA February 25,2020 File ID: -0020 „MITI RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING COUNCIL POLICY No. 857- 01 (HEALTHY AND SUSTAINABLE MEETING STANDARDS), APPLYING To ALL INTERNAL MEETINGS AND CITY HOSTED EVENTS RECOMMENDEDT Council adopt the resolution. SUMMARY The City of Chula Vista adopted the Healthy Chula Nista Action Plan in January 2016 inclusive of strategies to increase healthy food options and overall wellness. At this time staff is bringing forward a Council Policy to adopt healthy food and sustainable measures to all internal and city hosted events where food is being served through a Healthy and Sustainable Meeting Policy. The policy will also apply to any agencies utilizing meeting space at City Hall or Public Works. ENVIRONMENTAL REVIEW The activity is not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section. 150 o1(c)(3) no environmental ental review is required. BOARD/COMMISSION/COMMITTEE On November 6, 2019 the Sustainability Commission (5-0) and on Februarys 3, 2020 the Healthy Chula Vista Advisory Commission (4-,0),approved recommendation of the Healthy and Sustainable Meeting Policy. The Healthy Chula Vista Advisory Commission requested that the policy be amended to delete the word "shall" in both. No. 1 and No. 2 and replace it with "should)I citing that we should not be penalizing anyone for not complying but rather promoting and it cen.tivizin.g. Changes have been incorporated. DISCUSSION jurisdictions are(becoming increasingly aware that cities plays a critical role in supporting the health and well- being of their communities. Factors contributing to a community's health can include walkable neighborhoods, quality parks and open space areas, efficient transportation, and safe, clean environments. As such,the Chula Nista City Council reiterated the importance of creating a:healthy community in:adopting the Chula Vista Strategic Plan in 2013 and subsequent Healthy Chula Vista Action Plan in January 2,016. Over 1 . 0 0 1 P IiI 1 2020-02-25 Agenda Packet, gage 35 of 185 the past few years,the City has also been implementing its multi-department HealthChula Vista initiative, Y which focuses on integrating public health considerations across municipal capital projects, plans, and services. In order to provide healthy and sustainable options throughout the City,many initiatives have been put into place such as updated smoking policies to prohibit tobacco use and reduce litter on all city facilities and updating vending machines to ensure energy efficiency and healthy snack and beverage options are being provided. Access to healthy food options is not only important for maintaining health but critical for those that have special dietary and nutritional needs. In order to provide employees, and visitor's to the City with the best environment to thrive, staff has developed a Healthy and Sustainable Meeting Policy and an associated toolkit for staffentitled"Putting Health on the Agenda". The toolkit encourages staff to follow the guidelines for all internal and City hosted events to: • Provide healthy food options; • Reduce food container,serving and utensil waste; 0 Identify ways to reduce paper and energy consumption; • Suggest healthy physical activity breaks; and • Encourage alternative meeting arrangements (e.g.carpooling,video conferencing). - These measures are critical for the city to continue advancing both the Healthy Chula Vista Initiative and Climate Action Plan. Food Ware Kit Program In addition to the proposed policy,in partnership between the City of Chula Vista Office of Sustainability,the Chula Vista Employee Engagement & Wellness Committee, and Healthy Chula Vista, staff is currently developing a starter,program at City Hall to provide a reservable Zero Waste food ware kit. The kit will be made up of plates) cups and utensils made from durable, convenient yet shatterproof material that is also reusable and BPA-free. This waste prevention food ware kit will be available to reserve for meetings held at City Hall by employees or outside agencies, upon request, with attendance of up to 200 but will also be available for smaller meetings in increments of 25 attendants.The Zero Waste food ware kit supports Office of Sustainability efforts to reduce waste,to reduce the use of single-use products,and reduce the production of greenhouse gas set forth in the City's Climate Action Plan. DECISIOM-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real prop erty-related financial conflict of interest under the Political Reform Act(Cal.Gov't Code§87100,et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. P 2 2020-02-25 Agenda Packet, Page 36 of 185 CURRENT-YEAR FISCAL IMPACT There will be no direct fiscal impact to the General Fund for the purchase and management of the zero waste food ware kit program,, costs associated with this program will be funded through the Environmental Services Fund. ONGOING FISCAL IMPAC'I" There will be no ongoing fiscal impact to the General Fund, management of the zero waste food ware, kit program will be,funded through the Environmental Services Fund. ATTAC14MENTS 1. Proposed Council Policy- Healthy and Sustainable Meeting Standards Z. Staff Toolkit-"Putting Health on the Agenda-A Chula Vista Healthy Meeting Toolkit" Staff Contacts: r Stacey Kurz,Senior Project Coordinator, Development Services Department .11 Manuel Medrano, Environmental Services Manager, Office ofSustain ability P 3 2020-02-25 Agenda Packet, Page 37 of 185 COUNCIL POLICY CITY OF CHULA VISTA SUBJECT: Healthy and Sustainable Meeting POLICY EFFECTIVE Standards NUMBER DATE PAGE 857-01 1 OF 3 ADOPTED BY: Resolution No. DATED: AMENDED BY: BACKGROUND In keeping with the Healthy Community goal of the Strategic Plan, on January 5, 2016, the first Healthy Chula Vista Action Plan was adopted, providing a set of strategies to review, create and evaluate policies and programs within the City and to develop community partnerships to promote wellness within our community. A key component of the plan included measures to provide access to healthy food, such as establishing procurement policies for Municipal Event Catering that promote healthy food options and sustainable practices to provide healthier food access and increase options to employees and residents at City facilities. The City of Chula Vista promotes healthy lifestyles and strives to create environments that support healthy food choices, regular physical activity, environmental sustainability and tobacco-free spaces. The strong relationship between diet, health and environment and the increasing rates of obesity, make supporting healthy choices at work part of our commitment to better health. Modeling healthy choices, especially for food and beverages purchased for all internal and external meetings, trainings, and events are vital to support healthier work spaces. Supporting healthy lifestyles and environmental sustainability aim to create a social norm that help making the better choice for our body and environment an easy one. PURPOSE The purpose of this policy is to establish nutritional standards for food and beverages that are purchased by the City, or on behalf of the City, for meetings/events. This includes, but is not limited to,, events/meetings held at parks, community centers,, gymnasiums, libraries and any other City of Chula Vista building, structure, or complex. This policy shall apply to any organization that utilizes meeting rooms or space at the City Hall or Public Works complexes. To that end, you will see healthy food choices and non- sugary beverages to drink at City hosted meetings/events. A detailed toolkit has been developed for staff use entitled "Putting Health on the Agenda - A Chula Vista Healthy Meeting Toolkit". POLICY All activities and events (meetings, conferences, catered events, poducks, celebrations, etc.) hosted or supported by the City will always support opportunities for healthy environments around foods and environmentally friendly practices, as follows: 1) Healthy Food Options. All events should provide for the following.- A. Bever i. Ensure water is available. ii. Do not purchase any sugar-sweetened drinks. This includes sodas, energy drinks, sport drinks, j uices less than 100%fruit j uice, lemonade, and sweetened tea/coffee drinks. 2020-02-25 Agenda Packet, Page 38 of 185 COUNCIL POLICY CITY of HULA VISTA SUBJECT: Healthy and Sustainable Meeting POLICY ICY E FECTIVE Standards NUMBER DATE PAGE 857-01 2 of ADOPTED BY: Resolution No. DATED: AMENDED BY: B. Food iii. Include at least one serving of fruits and/or vegetables. iv. Serve foods made from whole grains whenever possible. v. Serve fats and condiments on the side i.e. dressings, mayonnaise). vi. Avoid fats and oils high in saturated fats. vii. Low-fat or fat-free preparation methods (br il, hake, grill steamed or rusted.). viii. Serve health-appropriate portions, ix. Consider alternatives to cake and other high-sugar, high-fat desserts and provide a heathy option whenever desserts are served. 2) Zero Waste. All meetings should incorporate the following sustainable practices. A. Meetiniz Space & Lo istics 1. Ensure the meeting space as recycling containers, organic waste 1sposa an garbage receptacles. li. Prodect the meeting agenda on a screen or write it on a board or flip chart where everyone can see it, instead of making paper copies. iii. Provide electronic documents ahead of meeting and display on-screen to reduce the need for paper copies. If needed, paper copies should be printed double-sided. B. Food& Beverage Servin i. Ask the caterer to provide reusable plates, silverware and chips as appropriate. ii. Reduce waste and packaging, whenever possible. iii. Provide condiments (sugar, creamer, mayonnaise, etc.) in serving containers rather than individual packets. iv. Ido not serve food on polystyrene foam dishes or containers and do not provide straws unless a medical condition requires their use. v. Ask attendees to bring their own reusable cups if you are serving beverages. vi. Serve finger foods on napkins instead of paper plates when practical. vii. Provide access to eater and avoid individual-portion plastic bottles. viii. Use bulk(not individual) containers for all beverages whenever possible. ix. Use locally-sourced and sustainably-produced food and giveaways, when possible. 3,) Physical Activity. Consider incorporating the following into meetings:. i. Provide a voluntary activity break for meetings that last more than one hour. Include the activity break on the meeting agenda. ii. Consider a walking meeting when scheduling a meetingwith three or less attendees. iii. Encourage employees to take their lunch break to provide both a physical and mental break. 2020-02-25 Agenda Packet, gage 39 of 185 COUNCIL POLICY CITY OF CHULA VISTA SUBJECT: Healthy and Sustainable Meeting POLICY EFFECTIVE Standards NUMBER DATE PAGE 857-01 3 OF 3 ADOPTED BY: Resolution No. DATED: AMENDED BY: 4) Other Healthy Considerations. Consider incorporating the following into meetings: i. Ensure the meeting space is smoke free. ii. Encourage carpooling or walking to reduce pollution and green-house-gas emissions. PROCEDURE 1) Implementation A. The policy shall be implemented no later than 90 days from the date hereof. 2020-02-25 Agenda Packet, Page 40 of 185 / / NI / 1' R/' / r ��� lu IIIII�IIhllllul�uuiluuuillllllllll7l�iuilm„I I�/�,,,,, �,; 1 NS p�l I ull IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII IIIIIIIII I I IIIIIIIIIIIII IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII IIIIIIIII �uV 111111 uuuuuuuuuuuuuuuuuuuuuuuuuu uuuu uuuuuu uuuuuuuuuuuuuuuuuuu uuuuuuu uu 11 �j I I YI I" / r w / / t f `11W r; I IF ARMJil///moi aiimi, 'f ANAL Il.lal,(u I f I, o j II VIII / am Ii ," / �� /,,/ ✓ 1 111111II'i"'I IIII r' / / III /iai FF � / r1. I I I , / I ;- 'gidippo w r m11 , a l/ 'll�lrt jjjj f ffffffffj�� / III / iiuuuuul II +I +1 III ul I � V r / WW 56iu°III I� 1 II ✓ % // / 1 pp®rr f / J o I i, n rrr rrr / / r r/r r, ,�,,, � ✓ rJ„ / � ��iVli�i�luiYiil�l �, I� /„ 1 it M,Nlr DRAFT February 201, 2020 PUTTING HEALTH OIN THE AGENDA . NMI COU NCI!,L POLICY 857-01 I I I fj9 a -0 r wlro kl �� ,,:,� IIIIII��I�ll11111 �""""" n�uuuu�ulului�l Offfice of �,�Y.ry.rw c r ;4 2-25 gendat" nabi 41" r I 1ty PagRfOAQ u,I av"l staca.g od ea n CHU LAVISTA �CITYNX0 ",11rr ` ::: � I �, r mf MY(.')f UL VIS TABLE OF CONTENTS ENEEMENEEM Introduction ........................................................................................ 1 Healthy Food: Standards ............................................................................. 2 Healthy Food: Standards Alternatives .,.................................................. 3 Healthy Portion Serving Sizes ..................................................................... 5 Zero Waste: Meeting Space & Logistics ............................................... 6 Zero Waste-, Food Serving .......................................................................... 7 Zero Waste: Food are it ......................................................................... 8 Physical Activity & Other Healthy Considerations ............................ 10 Appendix A. Food Ware Kit Waiver ........................................................................ 12 B. Healthy and Sustainable Meeting Checklist ............................. 13 C. Adopted Council Policy No. 857-01 .............................................. 15 IR AW y" Ir ly �� fj/;�"I��/�y"/`' .ulyy� ,MWS �»� � '" "i, �/"""`''� ��.. ���' I%ji + wro 116/ r 2020-02-25 Agenda Pack CITY E 01 cap I NIITRO D, U CT I ON / II'�IiiiVi 14111"1" !�S 111 'Al ���'�/ii/, j i ri ii f r-, Vii„%%��il�f 1+ i I. w MENOMONEE= ,�,r ��� The City of Chula Vista promotes healthy Afil Infest les and strives to create environments that u� , ort hea�lth�y food choie , regular A� 0,f � ' physical activity, ty, environm�enta sustainability and toboio-fro spaces. The /�f o poi strong relationship between diet, health and r` environment and the increasing gates of obesity, make supporting healthy choices at work part of our commitment to better health. I r Modeling healthy choices, especially for� food and dbeverages purchased by the city for all internal and e ter�nal meetings, training, and events are vital to support healthier work spaces• We extend this guidance to those utili�zing our facilities as well. .supporting healthy lifestyles and `r environmental susta�ina�bility aim to create a social norm that help makingi the better, choice for ouir body and environment an easy one. l u / IIII I III / 2 s , � Page4. of 1, PAGE 02 01Y OF CHULAVISTA HEALTHY FOOD: STANDARDS In order to ensure that all meetings and events are healthy for the community and staff, the City has food and beverage guidelines. Every meeting, training and event where food and/or beverages are to be served should: - Provide water (individual plastic bottles are prohibited on city property) - Not purchase/serve soda or sugar-sweetened drinks - Serve at least one serving of fruit or vegetables - Serve foods made of whole, grains whenever possible - Serve fats and condiments on the side - Avoid fats and oils high in saturated fats - Serve health-appropIriate portions Eating healthy is easier when it is the default option (the main or automatic choice): Place fruits and vegetables first inthe buffet line and less healthful food (if served) at the end. Offer attractive water options (water with slices of lemon, lime, or cucumbed. 11 li " rr JAP NO II j If IN, J) Iff IIIIII ii -a'Aw M) III Lj Page 44 ff F C11yor PAGE 03 CHULAVISTA HEALTHY FOOD: ALTERNATIVES The City also encourages the incorporation of the followings healthy food and beverage alternatives at meetings and events where they are served: Driinks IIS Soda & sugar-sweetened drinks Water, unsweetened tea or 100% fruit juice Whole milk, 2% milk, or half & half Low-fat or non-fat milk, or unsweetened milk alternative Breakfast Regular size bagels or muffins Small or imini bagels and muffins Croissants, doughnuts or pastries Low-fat granola bars Regular high-sugar yogurt Low-fat, low-sugar yogurt, greek yogurt Butter or cream cheese Peanut butter, almond butter, low-fat cream cheese, hummus Regular waffles Whole-grain waffles Sugar-sweetened cereals Unsweetened whole grain cereals Sweets Fruit Omelets Hard-boiled eggs uu iln; II 9,e'I.Alll' 4 � ,; ',,, l%/� �� I v/0"O" ot F", r. ra "Pe 00 0"W xf 0 ra, 0" PAG E 04 CITY OF CHU'LAVI�STA AMMEMEM HEALTHY ALTERNATIVES (cont.) i Lunch/Dinner Sandwiches with white bread Sandwiches with whole-wheat bread or wraps Salads with added dressing Salads with low-fat, low-sodium dressing on the side Vegetables cooked in butter Vegetables that are roasted, sauteed or grilled Processed meats Lean meats, poultry, fish, tofu Fried chicken Grilled or broiled chicken Bread bas,ket with butter Vegetable platter with hummus Snacks/Dessert Potato chips or tortilla chips "Lite" popcorn, nuts Dips made with mayonnaise, sour Lower calorie vegetable- 'aced dips (e.g. salsa, cream, cream cheese or cheese hummus or bean-based dips) sauce Cookies Cut, up or whole fruit Candy Whole grain granola bars Desserts with high fat/high calories: Desserts with low calories: fresh fruit, low-fat ice ice cream, pies, brownies, cream/frozen yogurt, frozen fruit bars cake/cupcake, pastries M Yii FEW Iffiddi, ,rG0" A, Al 40 k a jJ111 P A G E 0 5 CHULA VISTA HEALTHY PORTION & SERVING SIZES IIIIIIIIIIIVu Portion Size Serving Size • The amount of food you choose to The amount of food listed on the Nutrition Facts eat at one time label of the product • Amount can be larger or smaller than recommended intake I pope Peeps III I Pz I Pffi I am,oil I Uncertain About A Portion Size, • Use hand symbols or objects to approximate the correct portion size • Use the right tools. Try portioning out foods with measuring cups and spoons to give yourself an idea of what serving size looks like Learn To Read Food Labels • Pay attention to the number of servings within the package • Know the calorie and fat content per serving Repackage Supersized Bags into Smaller Portions 9 Larger bags may encourage overeating Use S�maller Plates 9 Reinforces, the importance of eating smaller portions Slow Down Your Eating and Skip Seconds Give yourself time to digest and determine whether you are still hungry 00, '77- �ji , rIr 1111 0 1&11 A6 -A"m 2,C)l itn,1 11 1,20 ✓ Frufl,'�" '75 H'st re'-�r,l 0 1 ct""'Ip 4 �i"/""A "VA/0" Meat Thumb Ir""A, 0' FN'g 9 e, lish s IJ 3wu ro//ol 0D;OIkJ Thumb titfl) fi blU i,01,1,' r 35 s. / 41V14 Op 0111,11, e gar 20 0(- f 185 2,02-25 Agenda Packet Page 47 o PAGE 06 (MYOF CHUMISTA ZERO WASTE . MEE 'TI'INGS SPACE & LOGI'ISTI'ICS MENOMONEE= Malking your next City meeting a Zero Waste event is easier than you think. Whetheryou are a meeting host or planner, these tips andil resources can help your practice the 3 (Reduce, Reuse, Recycle) and Compost to lessen our impact on our environment and create a healthier workspace, by: -Ensuring the meeting space has recycling containers, organic waste disposal and garbage receptacles. Call the Environmental Services Department at (619) 6911-5122, if more receptacles are needed, to inquire about additional containers. -Projecting the meeting agenda on a screen or write it on a board or flip chart where everyone can see it, instead of making paper copies. - Providing electronic documents ahead of meeting and display on-screen to reduce the need', for paper copies. If needed, paper copies s,h,ould be printed double-sided'. IU........."I.................. IIIIIIIIIIIIIIIIIIIIIIII111111��iiiiiiiiiiiiiiiiiiiiiui I MM All JA A llw, lk J6 4 sl 00 00/0 1 011 IN' rr i Ir rl I II � r g ppow, Agend ......... x,41, PAGE 07 ZE, RO WASTEO FOOD SERVING MENOMONEE= Whether the event is being catered or your purchasing food on your own �t i / / aaaaaoi / finding healthy and appropriately porte nod food and preventing wastei / is not as difficult, if'you foIlov these ate p r% -Ask the caterer to provide reusable plates, aI n '� r, cu a pro r i a to w f j rr✓i l -Reduce walsto alnd packaging,, whenever possible. 1 -Provide condiments (sugar, creamer, mayonnaise, etc.) in servingI r '/ f containers rather than individual packets. _Do not serve food on polystyrene foam dishes or contaliners and do not 1 I provide straws unless a medical conclition requires their use. f 11 1wr i/lll � -Ask attendees to bring their own reusable cups if you are serving e p' � FYI o beverages. M�J��vl/ylI„%�/lfH/✓�/JJ��IY 1 fOl(U Il,f r Serve finger foods on napkins n ste a d of paper Ia to r h e n practical. -Provide access to water a n d avoid w n d w v w d''a ai I_p o rt+o nplastic bottles. -Use, bulk (not individually containers for all beverages whenever 00 arl �y �✓/�”'/ ���//�'i/%ilii /� M // /� l oc a II y s,o a rc d and su sta i n a�b I produced food and giveaverays, , ,,,,1 �u////l�// / ,yr�>t'%% / W %r/ ///l// /r i%/' whenpossible. /off ��/ l /// r //GG For o tons to donate leftover, unspoiled, healthy food to a local food i , pantry contact the Environmental Services Department at 619-691-512,2. Taco leftover food waste that cannot be donated to al local food pantry in 6tg Ix4&% to Disposal receptacle. GI E CITY c* CI U'LA'VISTA 2 % ZERO WASTE : FOOD, WARE KITI ii o i �i / A partnership between the City of Chula w u Vista office of Sustainability, the Chula Vista Employee Engagement Committee and Healthy Chula vista has developed a way to r reduce the amount of waste created during �meetiings where food and refreshments are f ,fff .',ff' l provided. A waste prevention food ware kit '/ I(IliAl VlpfiiVPl6Nlhl OWN/(���j/ff//ii' is available to reserve for meetings held at fff City Wall by employees or outside agencies, / r upon re uast, with attendance of up to 200 r f r i' but will also be available for smaller r/ ,f f meetin s in increments of 25 attendants. / 'Y�{IVI�IYI I iiSi'iil IIII�I�11U, Gp / /U 1 The kitis made up of plates, cups and utensils maide from durable convenient yet .,r III�iVVI, IIII fff n m uiiiiiVlVdllillloiil/ r'�lO i III pII �f; shatterproof matorial that is also recyclable rir I I r r / ff J+1Jl'JJJr� ....................... and SPA-free. I r I, I RESERVING THE KIT f Employees can reserve the kit as a Resource J%f IIIIIIIII�::. j through Mi riti,YsoftOutlook. For outside a,. IluU6'Ki>>, �y o v parties using city facilities, please contact 19, the Environmental Services Department at 619-6911 5122. The waiver included in this IJ toolkit (Appendix A) must be submitted at time of reservation confirming the siginatory �'I(tll I III., IIII and users will follow th e required i instru�ction �nd l! return items in good condition. once received, a confirmation message and pick up instructions will be sent, via e-mail. 2020-02-25 Agenda Picket Parc 50 of 185 l�L PAGE 09 CHULAVISTA C:1Tb'C')F ZE, RO WASTE . FOOD WARE KIT C 0 N T MENOMONEE= �f na ti4t Once the r enervation is conlfirmed the kit can be picked u p from assigned offi a of ��� ��� �j :/,', WWOFF! p Sustaiin ability .staff member. Instructions on ,, /,,, est practices will e included with the kit as well as most of the recommendations in t Iis document to make the impendingI��!�% lmeeting as waiste-free as possible. l RETURNING THE KIT IIII �uiolil�l IIII'Ir l'I �I�I ,, f��j � / / ",11uiii I Illi1i11111 I Preparing for the kit for a future user(s) i essential for the longevity of the programI and its success. The food ware kit will require to be returned in the same condition ,,,,������� „,,, ,,, . r r,,,,of/ ;,///�� � and �r i th o uit imissing pieces. CIeanin will � , �// Ibe available with adishwasher that,will be /P r U, operational i n the Custodial store proom in ............. building a�sement level at HR buildings, City Hall campus). The requesting Cit department will be responsible for makiin sure that all pieces of the kit are washed and returned to the carrying container I� Ilus u J IIIIII i i � I rev 1�MMY >r, 2020-02-25 Agenda Packed u„ C dTk d:IF HLAVISTA PHYSICAL r r r it / f OWN," 0 ,_ am" //M 1 r f y' 'MUM, ACTIVITY LTHY X11! 141, I ll" , I, u CONSIDERATIONS i '//rri'/ II '; r I' I IY, / J ff II� ,, Consider incorporating the follwi ng i Inito meetings: � I r>r, � -Provide a voluntary activity break for meetings that last more than one hour. Include n the activity break on the meeting agenda. I � r Vlt u�dm Consider. - a wa I king meeting w he n scheduling I Idll a meeting with three or Tess attendees.. 1 -Encourage employees to take their lunch r f'- break to provide both aphysical: and menta freak. I rr%r fr, Ensure the meeting space is smoke free. WINill -Encourage carpooling or walking to reduce pollution and greenhouse-gas emissions. r „ l ,,,.�,,,� ,,,,,,{rr///i����i%iiv%<iiiiiio/i�f�wg9UIId11F//fPlf�Oriiic„i:,.i ,�,�„�1/� f ,, y,/ n�� _Encoura' e the use o Mone and video ��„�- 1i roo//// �9iiLs�ho6o//iio/c;,,,.�,",ie/i/////////o,, % Nflf�' I� Il����������������/ll/llllll'����� Encourage p t/ conference calling, when possible, to (reduce Wffiw rYivaRlfY �6: % n�lllrA'9�iuy!/IIG�e;,t(r y, EF/a/ carbon emissions from couingl. I Is 'IJ1T ,ilO�/%o/ai rii ii %r,rmrro m R ,e�„�lllllull+19J UfVralAdldld"��?y r„ 0 r OTY OF PAG1E CHULAVISTA A16- CIR Of" i's C IA IS I'll", '11, HU V fS,T—A, A P P E N D II X A. Food Ware it Waiver ........................................................................ 12 B. Healthy and Sustainable Meeting Checklist ............................. 13 C. Adopted Council Policy No. 857- 01 ............................................. 15 mmem, ro �,M", "ININ, PAGE 2 MY OF CHULAVISTA A P P E N D I X A FOODWARE KIT! WAIVER .......... C11YOF, f CHULAVI STA" Waiver and Release of Liability Please read, sign and date waiver below. il ,acknowledge that I am reserving the City's Food Ware Kit for attendants. I hereby assume all risk of involvement,in this activity. On behalf of myself, my executors, administrators, heirs, successors, and assigns, I hereby WAIVE, RELEASE AND DISCHARGE FROM LIABILITY the City of Chula Vista, its elected officials, officers,, employees, volunteers, representatives. and agents for death, injury, or property damage including consequential loss sustained by Ime involving or related to the use of the Food Ware Kit., I also agree to DEFEND, INDEMNIFY AND HOLD HARMLESS the city of Chula Vista and its elected officials, officers, employees, volunteers, representatives and agents from any and all liabilities or claims made by other individuals or entities as a result of any actions or actions in combination with City actions during this activity except for those claims arising from sole negligence of willful conduct of the City of Chula Vista or its agents involving or related to the use of the Food Ware Kit. LOSS OR DAMAGE: Responsibility for the Food Ware Kit remains with the lessor from the time of pickup to time of return. Please be sure plates, cups, and utensils are secured from theft when not in use and protected from weather. Lessor will be charged full replacement value for missing, broken, burned or damaged items., This Release of Liability shall be construed broadly to provide a release and waiver to the maximum extent permissible under applicable law. I hereby certify that I have read this do�cumeat and understand its contents. Signature: Date: Contact Phone: Email: 2020-02-25 Agenda Packet Page 54 of 185 - X61/,- tlo,I MyOr PAGE 13 CHIJA VISTA APPENDIX B HEALTHY ANDI SUSTAINABLE MEETING CHECKLIST Is holding a meeting in a virtual format(vi IIIAre imeeting and accommodation venues located close to public transport? IDoes a meeting location have walking and running routes? Is a meeting location accessible on foot orb bicycle? Are there options for bicycle rental and storage.? IDoes the imeetingi room have natural light? IDoes the venue have waste collection and recycling systems in place? 11 MINE Are all meeting documents available online? Are meeting materials printed on recycled paper and double-sided? Are all meeting gadgets........ ets realluseful and made of recycled materials? useful made of Has use of plastic packaging been kept to a minimum Is there an appropriate system of waste collection and disposal in place? I.I.Have.1you ensured a tobacco-free environment at the meson 111q "1 11 Have you managed to avoid all unnecessary printing? �iuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuluiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiuiu Will all printed materials be double-sided and on recyclable paper? Have you made sure that materials used at the meeting are recyclable.? 2020-02-25 Agenda Packet Page 55 of 185 .......... ........................ ......... ..................... W1 11 food and/or bever 11 es be served? S::�l Are there choices available fo,1111111111111111111111 le who do not eat meat? Has a varii!�l LT2.a t Lo2fhLe(a ltn, food tions been included? Are fresh fruits and vegetables included with every meal or snack? Have you made sure to select foods with healthy fats and avoid trans fats? Ah dalk Sk Have you asked for sauces and dressings to be served on the side.? Have you asked for food to be served in smaller portion sizes? Have you made sure to avoid pastries, deep-fried items,creamy sauces or dips, sweets and savory snacks? Have you asked the caterers to place nutrition labels next to foods indicating facts such as service size and calorie count.? Have sustainable/reusable(paper or compostable if necessary) utensils been chosen? MUMMUNNOMMORM Does the amount of food ordered correspond to the number of pafticl pants.? Are disposable items recyclable, biodegradable, and/or reusable? Can excess food be collected and passed to charitabIle organizations? Wi freshwater be availabile and water vessels refilled durin, m tin ? ��e�et Will unsweetened tea, coffee and infused water be provided instead of' 1 1111111, sl�U C)a i drinks? Are beverages served in reusable pitchers.? Can the meeting or some of its sessions be organized in a moving format.? Will the meeting dress code allow participants to be physically active.? Are physical activity classes i ncor,po�rated in the meieti ng agencia Will music be,played cluring coffee breaks? Will physical activity options for people with disabilities be provided? I -�6 f/l- tlo,I MyOr PAGE 1 15 CHIJU VISTA APPENDIX C ADOPTED COUNCIL P01LICY N09 857 - 01 MEMMEMEMEM 2020-02-25 Agenda Packet Page 57 of 185 RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CI- ULA VISTA ADOPTING COUNCIL POLICY O. 857-01 (HEALTHY AND SUSTAINABLE MEETING STANDARDS), APPLYING TO ALL INTERNAL MEETINGS AND CITY HOSTED EVENTS WHEREAS,jurisdictions are becoming increasingly aware that cities play a critical role in supporting the health and well-being of their communities and thus the city of Chula Vista adopted the Healthy Chula Vista Action Plan ("HCVAP") on January 5, 2016; and WHEREAS, the HC' AP established seven focus, areas and over sixty strategies to provide healthier programs, policies and options to the community; and WHEREAS,, strategy #7 under Health Food Access was to establish procurement policies for municipal event catering that promote healthy food options and sustainable practices; and WHEREAS, the City promotes healthy lifestyles and strives to create environments that support healthy food choices, regular physical activity, environmental sustainability, and tobacco-free spaces; and WHEREAS, modeling healthy choices, especially for food and beverages purchased by the City for all internal and external meetings, training, and events are vital to support healthier work spaces; and WHEREAS, the City has developed a "Healthy and Sustainable Meeting Standards" Policy to provide guidance on healthy food options, reducing waste and energy consumption, activity breaks and alternative meeting options. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it (1) adopts, in substantial form in Exhibit 1, the Healthy & Sustainable Meeting Policy (City Council Policy No. 857-01), to ensure all internal and City hosted events providing snacks, beverages or meals provide healthy options, in an environmentally sustainable way, and (2) the City Manager is further authorized to make such minor amendments or changes to the aforementioned documents as may be required or approved by the City Attorney's Office. Presented by Approved as to form by 1-1% Kelly G. t5rougbton, FA LA Glen R. Googins Director of Development Services City Attorney 2020-02-25 Agenda Packet, Page 58 of 185 zmr, ..' l v r r IN III til C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA February 25,2020 File IIS: -0056 ,TITS RESOLUTION of THE CITY COUNCIL of THE CITY of CHULA VISTA ACCEPTING A SAN DIEGO ASSOCIATION OF GOVERNMENTS 2020 GO BY BIDE MINI-GRANT; ANIS APPROPRIATING FUNIS 'THEREFOR (4/5 VOTE REQUIRED) ACTIONRECOMMENDED " Council adopt the resolution. SUMMARY The City of Chula.Vista has been approved for a 3,000-dollar grant through the 2,020 OO by BIDE Mini-Grant Program through SANDAG. Staff is asking Council to accept and appropriate the grant that will be utilized to expand upon the City's current education and outreach efforts during four bicycling events throughout the City in the spring of 2020. ENVIRONMENTAL REVIEW The Director of'I e relopment Services has reviewed the proposed project for compliance with the California Environmental Quality.Act(CEQA),,and has determined that the project qualifies for an.Exemption pursuant to Section 150611(b)(3) of the California Environmental Quality Act State Guidelines because it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.Thus,no further environmental review is required. BOARD/COMMISSION/COMMITTEE, Not applicable. DISCUSSION Chula Vista has a proud history of being a municipal leader in sustainability and has a long-standing commitment to alternative transportation infrastructure and outreach since 2002.These efforts Delp reduce carbon emissions in the region,support the implementation of the 2017 Climate Action Plan, as well as help the City reach its goal to become a Gold Level Bicycle Friendly Community. The 3,000-dollar grant frons.the 2020 AGO by BIDEMini-Grant Program will be utilized to expand upon the City's current education and outreach efforts during multiple bicycling events in the spring of'2 012 01 including South Bair Earth Day on April 4, 2020, Eire Lanes on Broadway on May 16, a brown bag,lunch time talk on April 30 and a Bike To work Day pit stop on May 14. 1 . 0 0 1 P Ii1 2020-02-25 Agenda Packet, gage 59 of 185 DECISION-MAKER C"ONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the, real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal.Govt Code§8 7 100,et seq.). Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter'. CURRENT-YEAR FISCAL IMPACT The proposed budget amendments have no net fiscal impact to the General Fund; these one-time expenditures will be offset by one-time revenues. ONGOING FISCAL IMPACT There are no ongoing fiscal impacts associated with these budget amendments. A"I"TACHMENTS 1. Grant Application Staff Contact: Coleen Wisniewski, Environmental Sustainability Manager, Office of Sustain ability- , Economic Development Department P 2 2020-02-25 Agenda Packet, Page 60 of 185 RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING A SAN DIEGO ASSOCIATION OF GOVERNMENTS 2020 GO BY BIKE MINI-GRANT; AND APPROPRIATING FUNDS THEREFOR WHEREAS, the City has been approved for a grant through the 2020 GO by BIKE Mini- Grant Program of the San Diego Association of Governments (SANDAG); and WHEREAS, Chula Vista has a proud history of being a municipal leader in sustainability; and WHEREAS, SANDAG is a strong City partner in alternative transportation programs; and WI-Ii EREASI SANDAG's grant of$3,000.00 provides assistance to the City's community events and bicycling knowledge; and WHEREAS, the City of Chula Vista has made a long-standing commitment to alternative transportation infrastructure and outreach since 2002; and WI-Ii EREASI the City of Chula Vista has a goal of achieving the Gold Level Bicycle Friendly Community designation; and WHEREAS, promoting alternative transportation, like bicycling, helps reduce carbon emissions in the region and assists City Staff in the implementation of the 2017 Climate Action Plan; and WHEREAS, this project meets the City's goals, for Connected Community, Strong and Secure Neighborhoods and Healthy Community by promoting public safety, demonstrating biking skills, and leading by example; and WHEREASI this grant will, fund four community bicycling events in the spring of 2020. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it accepts the $3,0oo.00 San Diego Association of Governments GO By Bike Mini- grant, and appropriates the funds, accordingly. Presented by Approved as to form by Eric Crockett Glen R. Googins 2020-02-25 Agenda Packet, Page 61 of 185 Director of Economic Development City Attorney 2020-02-25 Agenda Packet, Page 62 of 185 Please download and save this application to your computer priar to completing it. SAN IDAG,IDocu m ent N o-5005925 ATTACHMENT A PROJECT SUMMARY PROJECT SUMMARY A. IProgram/Project Title B., Project Applicant (Provide the name and address of the organization) Name of Organization: City of Chula Vista Address-, 276 Fourth Ave. Chula Vista CA 91910 Primary Contact Name. _Barbara bocci Title: Conservation Specialist Mailing Address: 276 Fourth Ave. Chula Vista CA 91910 Phone: 619-691-5134 Fax: Email: blocci@chulavistaca.gov Role on the Project. Lead/Administrator Secondary Contact, Name: Coleen Wisniewski Title: Environmental Sustainability Manage Mailing Address: 276, Fourth Ave. Chula Vista CA 9119,10 Phone: 619-409-5828 Fax: Email: cwisniewski@chulavistaca.gov Role on the Project- Lead/Administrator C. Partner Agency/Organization - Optional (Provide the name and address of each agency or organization the applicant will partner with. Ifthereare multiple partnerships,list each one separately.) Name of Partner Organization/Agency: Sweetwater Authority Address: 505 Garrett Ave. Chula Vista CA 91910 Name of Partner Organ ization/Agency: Address: Name of Partner Organ ization/Agency: Address: Subm it an application e le c tro n ica 1/y be twe e n No ve m be r 12,2"019.and January 3,2 02 0,to i'CommuteCrants@sandag.org 2020-02-25 Agenda Packet, Page 63 of 185 OU� o(�",u���ne )A]V�11111)AG lit No,, 9 5 A. Program/Project Description (Describe the program1project goals, date, location, scope, and elements to be funded by the GO by BIKE Mini-Grant. Applications must include the projected attendance or reach.) The City of Chula Vista has made a long-standing commitment to alternative transportation infrastructure and outreach since 2002. In order to promote alternate modes of transportation, the City frequently highlights bicycling as a preferred substitute to residents as cycling rewards riders with exercise, increased connectivity throughout their neighborhood and a smaller carbon footprint and all of these factors align well with the City of Chula Vista"s citywide strategic goals, inclludin�g implementation of its Climate Action Plan (CAP). Funds from the iCommute GO by BIKE Mini-Grant will be utilized to expand upon current edlucation andl outreach efforts by coordinating four biking events during the Imontlhs of April and May. The first event is South Bay Earth Day which will be held at emorilall Park on April 4th, 2020,draws over 3,000 attendees and it is funded by Chula Vista's Local Government Partnership grant and recycling grants. This event showcases informational booths, organizations and vendors that promote sustainable living and provides the commulnity with resources about energy and water conservation, sustainable modes of transportation, an EV showcase, green building information, recycling and much more. The iCommute GO by BIKE grant funds will be used to support a family-friendly gulided bicycle ride on the Bay Shore Bike Way to emoriall Park and a Bike Rodeo for children at the event., The City will also provide its free bicycle valet for riders of all ages, allowing participants to ride their bike to the event and securely park it during their stay. The second event will promote the City's expansion of bike lanes on Broadway which will extend for over 8 miles and will take place along the Broadway corridor starting at the Chula Vista Mall on May 16, 2020. The City plans, a ride guided by the San Diego Bicycle Coalition and will recruit local bike shops and other bike advocacy representatives to host booths, including an electric bicycle test ride and bicycle safety checks provided at no cost by a local bicycle store. Since this event falls within Sweetwater Authority's service territory, they will promote the event to their customers. The City will also organize a Lunch and Learn about bicycle safety on April 30, 20,20, provided by the San Diego Bicycle Coalition, and will host Bike to Work day on May 14, 2020. Summary: South Bay Earth Day on April 4, 2020 1. Bike and Learn Guided Tour of the Bayshore Bikeway provided by the San Diego Bicycle Coalition 2. Bicycle Rodeo for children provided by the San Diego Bicycle Coalition Lunch and Learn on April 30, 2020 1. Provided by the San Diego Bicycle Coalition Bike to Work Day May 14, 2020 Bike Lanes on Broadway on May 16, 2020 1. Most the ride with the San Diego Bicycle Coalition 2020-02-25 Agenda Packet, 2 Page 64 of 185 OU� )A]V�11111)AG lit No,, 9 5 B. Description of Applicant and Assigned Staff (Describe the applicant and the experiencelskills of all staff that the applicant proposes to assign to theprogram1project. The City of Chula Vista has long been involved in alternative transportation outreach throughout the City, most notably by championing bike month activities, annually hosting a pit stop on Bike to Work Day and being an iCommute employer. Over the past few years, the City, with the help of local bulsin�ess sponsors, has given gift cards to the top alternative commuting employees, inclludingl those who ride their bikes to work. Chula Vista's commitment to bicycling was recognized Iby the League of American Cyclists and the City was designated a Bicycle Friendly Business and a Bronze Level Bicycle Friendly Community several years ago. City Council approved the 2017 Climate Action Plan in which the goal is to improve the use of bicycles as a mode of transportation by achieving recoglnition as a Gold Level Bicycle Friendly Community. In order to achieve this goal, the City's engineering division is working to add bike Ilalnes on major City streets, including the almost completed bike lanes on Broadway, among other pilanned projects. Sweetwater Authority has been a long- standing partner of the City of Chula Vista on various projects over the years, including hellpingl to guide the development of Climate Action Plan goals as a stakeholder in the City's Climate Change Working Group. Recent discussions as part of this group in�cllude issues related to the energy, waste, water, and transportation sectors, including 'improving local bike infrastructure and first-hand experience Sweetwater Authority has faced with bike safety. 'Thegrant will be monitored by Conservation Specialist Barbara Locci under the supervision of Environmental Sustainability Manager Colleen Wisniewski., Both City staff have experience ience managing Alternative Transportation outreach programs in partnership with the Recreation Department, Public Works and Engineering Division. Both have successfully involved the City with the Power Your Drive program, funded by SDG&E. EV chargers,for fleet and employees have been installed at our Civic Center, Public Works facility and Police Department. Both work on the Local Government Partnership with SD,G&E managing energy efficiency outreach programs,. 2020-02-25 Agenda Packet, 3 Page 65 of 185 OU� o(�",u���ne )A]V�11111)AG lit No,, 9 5 C. Proposed Methodology (Please respond to the four questions asked in Section VII.B. on page 5 of the Request for Grant Applications[i.e., How will your organization use the fronds...?, How will the p roje c t adva n ce the g rant pro g ram's prim a ry goa 2,-How will this project be promoted...2.-How will you define project success.. ?].) As described in the proposed project description, funds awarded by the GO by BIKE Mini-Grant will be used to implement the biking events that will take place at South Bay Earth Day on April 4, 2020 and Bike Lanes on Broadway on May 16, 2020. Funds will also support the Bicycle Lunch and Learn in April and Bike to Work Day in May. The City of Chula Vista will use the funds to support the events,and prizes to encourage participation. If chosen as a recipient of the GO by BIKE Mini-Grant, funds will strengthen the City of Chula Vista resources that are already available to the community. As devoted participants of Bike to Work Day, the City annually hosts a bike pit stop in partnership with the Living Coast Discovery.Center and UTC Aerospace and has been a host to bike "clinics"for Chula Vista employees and residents. Over the past few years, the City has hosted a very successful portable bicycle valet at major events such as South Bay Earth Day and Harbor Fest, drawing hundreds of users. Increasing bike advocacy.at South Bay Earth Day and Bike Lanes on Broadway will increase community participation and awareness, building momentum for future events and other initiatives such as further expansion of bicycle lanes in major streets. City staff will promote the bicycling events through the City's newsletters, Ilocall publications articles and advertisements, social media, banners and fliers. Marketing of the South Bay Earth Day events will be geared toward families in the underprivileged areas of the City(west side) and Bike Lanes on Broadway will be geared toward riders of all ages and groups. Sweetwater Authority will help promote these bicycling events to,their service area through their newsletter, social media and other channels, as well. Performance Metrics: April 4, 2020 South Bay Earth Fair number of attendees (est. 3,000) Bike and Learn Guided our of the Bayshore Bikeway number of tour participants (goal of 3,01) Bicycle Rodeo for Kids number of participants (goal of 30) April 30, 2020 Lunch and Learn provided by the San IDiego Bicycle coalition number of participants (goal of 20) May 14, 2020 Bike to Work Day number of pit stop attendees (goal of 200) May 16, 2020 Bike Lanes on Broadway number of Ipartlicipants (est. 60) 2020-02-25 Agenda Packet, 4 Page 66 of 185 OU� o(�",u���ne )A]V�11111AG lit No,, 9 5 D. Project B,udlget Estimate (Provide a clear description of how funding will be used, and outline or attach any quotes obtained for products or services. Describe the approach used to generate this cost estimate and explain why this approach can be relied upon for sound decision-making.) The City has extensive experience in organizing Ipulbllic events and has coordinated many successful events in years past. The City was awarded the GO by BIKE Mini-Grant last year and in previous years, demonstrating its knowledge and commitment to organize outreach events to make bicycling activities, more accessible and easier for the community. The City promotes bicycling and other alternative modes of transportation among its employees and in the community all year longs. The City organizes bike and Ilealrin together and lunch and learn events for emplloyees annually. Several years ago, City staff built a portable (bicycle valet rack for use at City events. The 2018 Co by BIKE Mini- Grant helped expand the size of the rack which has been used at multiple outreach events in Chula Vista and has become a staple for attendees that are bicycling enthusiasts. The two City staff who will be managing this grant also have extensive experience in managing granas, inclludin�g the current 5-year Local Government Partnership adm�inistered by SDG&E. Specifically, for 2020, staff has already contacted the San Diiego Bicycle Coalition to discuss the proposed plan and goals and requested quotes to run three events in partnership with the City. Staff has,also researched the cost of prizes for winners of the Bicycle Rodeo and participants of Bike Lanes on Broadway. That information is reflected in the budget table below., 2020-02-25 Agenda Packet, Page 67 of 185 SAN DAG Do�cu m ent No.5005925 ATTACHMENT' B PROJECT BUDGET ESTIMATE FORM Project Budget Using the table below as a template, identify anticipated project expenditures. List of Expenses, Quantity Unit Cost Description Estimated (what wouId tWs ite�rn be used for) Amount 1- Bike and Learn Tour 1 $ 800.00 San Diego Bicycle Coalition will provide a safe tour with guides $ 800.010, 2. Bicycle Rodeo for Kids 1 $ 500.00 Teach children bicycle safety and fun games going around cones $ 500.010, I Bike Tour of Broadway 1 $ 500.00 San Diiego Bicycle Coalition will provide a safe tour with guides $ 500.010, 4. Lunch and Learn 1 $ 500.00 San Diiego Bicycle Coalition will present $ 500.010, 5. Bike Bottles-20oz 100 $ 0.91 Giveaways $ 91.00 6. Logo Printing for bottles 1 $ 55.00 $ 55.00 7- Shipping and Handling for $ 50.00 $ 50.00 bottles 8. Helmets 24 $ 21.00 Safety Giveaways $ 504.010, 9. $ 0.00 10. $ 0.00 11. $ 0.00 12. $ 0.00 13. $ 0.00 14. $ 0.00 15. $ 0.00 Total $ 33000.00 Submit an application electronically between November12,2019,andJanuary3,20�2O�, toiCommuteGrants@sandag.org 6 2020-02-25 Agenda Packet, Page 68 of 185 IN III til C1TY' C,0UNC'1L A,GEN' DA STIA, ""EMENT CITY, OF ..................................... CHUIAVISTA February 25,2020 File,ID: 20-0021 TITLE ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE CHAPTER 5.56 (TOBACCO RETAILER) TO PROHIBIT 'THE SALE OF FLAVORED TOBACCO PRODUCTS AND ELECTRONIC SMOKING DEVICES LACKING A REQUIRED FOOD AND DRUG ADMINISTRATION MARKETING ORDER(FIRST READING) RECOMMENDED ACTION Council hear the report,consider the ordinance and provide staff with direction. SUMMARY The City of Chula Vista adopted the Healthy Chula Vista Action Plan in January 2016 inclusive of strategies to prevent chronic diseases. An ordinance amending Chula Vista Municipal Code Chapter 5.56 (Tobacco Retailer) to incorporate additional regulations on tobacco products that address youth access and emerging public health risks,as recommended by the Healthy Chula Vista Advisory Commission,is being presented for Council consideration. ENVIRONMENTAL REVIEW The activity is not a "Project)R as defined under Section 15,378 o�f'the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION The Healthy Chula Vista Advisory Commission provided an advisory recommendation that the City Council adopt the ordinance at a special meeting on February 3,2 0 2 0 by a vote of 4-0. All Chula Vista licensed tobacco retailers were notified of the meeting and eleven speakers provided input into the agenda item. DISCUSSION On January 5, 2016, the first Healthy Chula Vista Action Plan was adopted, providing a set of strategies to review, create, and evaluate policies and programs within the City and to develop community partnerships to promote wellness within our community. A key component of the plan included measures to prevent chronic diseases within our community. As the overseeing body of'the Action Plan,the Healthy Chula Vista Advisory Commission has proposed amendments to the Chula Vista Municipal Code (CVMC) to address emerging public health issues surrounding youth access to e-cigarette products. 1111. 0 0 1 P �3ge 1 2020-02-25 Agenda Packet, Page 69 of 185 On December 19, 2017, the City Council approved amendments to CVMC Chapter 8.,22 (Regulation of Smoking in Public Places and Places of Employment) to: add e-cigar�ettes,including devices used for vaping, to the definition of"smoking";prohibit smoking on any portion of City owned property(inclusive of all parks, libraries,City buildings,and associated parking lots); and restrict smoking to designated areas in Affordable Housing Projects to align with U.S.Department of Housing and Urban Development guidelines. On March 16, 2018,the City Council also adopted CVMC Chapter 5.56 (Tobacco Retailer), establishing a tobacco retailers license program to regulate tobacco businesses and prevent the selling of tobacco and tobacco paraphernalia to individuals (under the age of 2 1)�. Public Health Risks Associated with Smoking Over 480,000 deaths are attributed annually to smoking related diseases in the United States. In the South Bay of San Diego, 20.5% of deaths are attributable to smoking related diseases. While we have known the dangers of smoking combustib�le cigarettes and other tobacco products for decades, a new form of tobacco products emerged in the U.S. in 2006 through e-cigarettes and became popular over the past three to five years. In June 20�19 multiple reports of sudden,and severe lung illness associated with vaping began to be noticed by physicians across the United States. These illnesses have been classified as E-cigarette,or Vaping,Product Use Associated Lung Injuries (EVALI) or Vaping-Associated Pulmonary Injury (VAPI)., As of January 21, 2020, the U.S. Centers for Disease Controls and Prevention (CDC) has reported 2,711 hospitalized EVALI cases or deaths,with 60 confirmed deaths'. Currently the CDC research has close�ly re,late,d the additive Vitamin E acetate to EVALI, however there are many different substances and product sources that are being investigated,and there may be more than one cause. While CDC guidance continues to e�vo�lve,they indicate that youth and young adults should never use e-cigarette or vaping products'. Due to the public health risks surrounding e-cigarettes,many jurisdictions across the country have become more aware of who was using vaping devices in their communities. While advocates for vaping indicate that e-cigarettes have helped many people stop smoking combustible cigarettes, the U.S. Surgeon General indicated in the January 2020 Smoking Cessation report that there is presently inadequate evidence to, conclude that e-cigarettes-,in general,increase smoking cessation2. To date,no e-cigar�ette product in the U.S. has been approved as a cessation device. The most alarming discovery in the 2020 report was the increased number of youths using e-cigarette products: CDC Smoking&Tobacco Use,"Outbreak of Lung Injury Associated with the Use of E-Cigarette,or Vaping,Products", https://www.,c�dc.gov/tobac�c�o/basic info�rmatio�nle-cigarettes/se'vere-lung-disease.htmi?s c�id=osh-stu-home- spotlight-O�O�6 2U.S,.Department of'Health&Human Services,"Smoking Cessation:A Report of the Surgeon General",January 2020, I I http,s,:,,/,,/,www.nns,,.,,.g,o,v,/`,s,it,e,s,,/`,d,e,fa,u,lt,/,fi,l,e,s,/,2,020-cessatio�n-s,g,r,-,fu,1,1,-�,r,e,p,o,rt.tD)d P �3ge 2 2020-02-25 Agenda Packet, Page 70 of 185 0 Nearly one-third of high schoolers report using tobacco products, of which 27.5% reported using e- cigarettes within the past 30 days 3; 0 99% of smokers started before the age of 26; and 0 At the current rate of smoking among youth, 5.6 million of today's Americans younger than 18 will die early from a smoking-related illneSS4. Within San Diego County, several jurisdictions have recently adopted policies or are considering taking actions to prohibit flavored products and/or e-cigarette products,including the,County of San Diego and the City of Imperial Beach. Amendments have been proposed by the Healthy Chula Vista Advisory Commission to reduce youth tobacco use and reduce public health risks associated with vaping by placing prohibitions on the sale of flavored tobacco products and electronic smoking devices,as described below. Flavored Tobacco Products While the federal government recognized the dangers of flavored cigarettes in 2,009,banning them through the Family Smoking Prevention and Tobacco Control Act (Tobacco Control Act), the law did not restrict menthol cigarettes and it does not restrict flavored non-cigar�ette tobacco products, such as smokeless tobacco4. Since 2009,the Naping" industry has flourished across the United States, introducing many new non-cigarette flavored products., Flavored tobacco products are considered "starter" products that help establish long-term tobacco use and that are proven to be particularly appealing to youth. These products also pose significant barriers to achieving health equity since tobacco companies have targeted youth, communities of color, low-income populations,and members of LGBTQ+communities with marketing efforts and these groups are significantly more likely to use flavored tobacco productss. According to the 2019 National Youth Tobacco Survey 67.8% of high school students report using flavored vaping products like fruit,mint and candy flavorS6. E,-Cigarette Products On Aug. 8, 2016, all e-cigarettes and other Electronic Nicotine Delivery Systems (ENDS), such as e-liquids products,became subject to,the U.S.Food and Drug Administration(FDA) premar�ket approval requirements, meaning that they must receive authorization to be legally marketed7. To date,only one ENDS products has been authorized by the FDA and therefore all others are subject to enforcement,at any time. 3CDC Smoking&Tobacco Use,"Fast Fac�ts"', https://www.cdc.groy/tobacco/data statistics/fact sheets/fast fac�ts/index.htm#diseases 4"Family Smoking Prevention and'Tobacc�o Control Act-An Overview",https:J/www.fda.gov/tobacco- p�roducts,,/,r,ul,e,s,-re2ulations�-an,d,-,,g,ui,d,a,nc,e,,I,fam,i,ly-,smo�king-preventio�n-�and-tobacco�-�control-�ac�t-�over�view 5 California Medical Association,"Flavored and Mentholated'Tobacco Products: Enticing a New Generation of'Users", May 2016, http,s,:,,/,,/,www.c�d,p,h,.,c,a,.,g,o,v,/,P,r,o�2rams CDPHP/D,QJ,C 1,C,T,C,B,,/,CDPH%20D�ocument%20L,ib,r,ary,/,P,o,l,i,cy/Fiavor�e,d'To'blac Y�l c�oAnd Me nth ol I F lavoredAnd M enth olatedlTobaccPro ducts C MAWhite PaperAn d ExecSummary May2 0 1 6�.Pdf 6U.S.Department of Health&Human Services,2019 Preliminary Data-National Youth'Tobacco Survey(NYTS) 7Federal Register-The Daily Journal of the United States Government,May 10,2016, http,s,:,,/,,/,www.federalre,gi,s,t,e'r�.,go,v,/,d,o,cuments,/`,2,,O,,l,,6,,/,O,5,,/`,,i,,ol��/`�2��O��l61-�1068,,S,,/d,e,e,m,i,n,g-tobacco�-�products-to-be-s,ub,�'�,ec�t- to-the-federal-fo o d-drug-and-cosmetic-act-as-amended,-,by-the P �3ge 3 2020-02-25 Agenda Packet Page 71 of 185 On June 11, 2019�, the FDA released its final guidance, on applications of ENDS products for premarket approval. 'The FDA will review the tobacco products components, ingredients, additives, constituents and health risks,as well as how the product is manufactured,packaged and labeled to limit risk to overall public health of'nicotine and tobacco-related disease and death8&9. The FDA further identified limiting access and target marketing to youth as a driver in this recent guidance., On January 2, 2020, the FDA issued a guidance policy to manufacturers of ENDS, to prioritize enforcement resources against those that: market flavored products; have failed to take (or are failing to take) adequate measures to prevent minors' access; and target to minors or whose marketing is likely to promote use of ENDS by minors'O. Chula Vista Actions to Prevent Youth Access In addition to the ordinance updates that have been made in the past few years to establish a tobacco retailers license and make City facilities smo�ke/vape free,the Police Department has received two rounds of funding through Tobacco Grant Programs. The first round offunding was granted to assist in providing additional services aimed at the education, compliance and enforcement of tobacco-related issues within the community. To date, the Chula Vista Po�lice Department has spent over 200 staff hours educating the community on the harmful effects of vaping, enforcing tobacco-related violations through undercover operations and conducting compliance checks at retail establishments. The second round of funding will support an additional School Resource Officer with the hopes of bringing much needed education directly into the schoo�ls,directly to our youth. Partnerships with the school district,retailers and ongoing education are critical to ensure our community is aware of the potential dangers of tobacco use. The Healthy Chula Vista Advisory Commission has recommended amendments to CVMC Chapter 5.5�6 to place a prohibition on the sale of all flavored tobacco products and e-cigarette products that do not have FDA premarket approval, within the City of Chula Vista. While these amendments have been proposed by the Commission based on best practices identified to limit youth access and use of tobacco products,jurisdictions throughout the country have taken different approaches to address this issue. If approved,the ordinance would take effect September 1, 20�2O�. 1""FDA finalizes guidance for pr�emarket tobacco product applications for electronic nicotine delivery systems as part of commitment to continuing a strong oversight of e-cigarettes", FDA News Release,June 11, 2019, https:// ww.fda.gov/niews-events/"""`press-aniniouncements/""""fda-final�izes-guid�anice-pr�emarket-tob�acco-produ�ct-ap lications- el�ectronic-nicot,ine-deliverV-sVstems 9"Premarket Tobacco Product Applications for Electronic Nicotine Delivery Systems(ENDS) -Guidancefo�r Industry",June 2019, hittps:�//www.fda.gov/regu latory-i�nformaition/sea rch-f da-gu ida nce-docu ments/p re ma rket-tobacco-p rod uct- applications-electronic-nicotine�-delivery-systems-end�s 1011FDA Finalizes Enforcement Policy on Unauthorized Flavored Cartridge-Based E-Cigarettes That Appeal to Children, Including Fruit and Mint", HHS News Release,January 2, 2020, �https:/ www.hhs-gov/about/""""news/""""2020/""""01/""""02/""""fd�ai-f I inalizes- enforcement-pol�icy-unauthor�ized-f�lavored-cartridge-b�aised-e-cigarettes.htmI Page 4 2020-02-25 Agenda Packet, Page 72 of 185 DECISION-MAKER C"CINFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Refo rm Act(Cat.G ov't C o de§8 7 10 0,et s eq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute,a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT All costs associated with the preparation of this staff report are covered under the Development Services budget. ONGOING FISCAL IMPACT Staff time associated with the enforcement of the tobacco retailing prohibitions are budgeted under that Police Department. ATTACHMENTS 1. Proposed Ordinance Amendments. StaffContact.- Stacey Kurz,Senior Project Coordinator, Development Services Department P �3 g e 2020-02-25 Agenda Packet, Page 73 of 185 Chapter 5.56 TOBACCO RETAILER Sections: 5.56.010 Definitions. 5.56.020 Tobacco retailer's,permit required. 5.56.030 Permit application and procedure. 5.56.040 Issuance of a permit. 5.56.050 Permit renewal and expiration. 5.56.060 Permits nontransferable. 5.56.070 Permit conveys a limited,conditional privilege. 5-56.080 Permit fee. 5-56.090 Tobacco retailer operating requirements and prohibitions. 5.56.095 Sale of certain items b�ited. 5.56.100 Compliance monitoring. 5.56.110 Suspension or revocation of permit. 5.56.1.20 Violations—.Penalties. 5.56.1.30 Requirement for tobacco retailer permit—Operative date. CROSS REFERENCE Sales and use tax,see Ch.3.36 CVMC.Smoking prohibited,see Ch.. 8.22 CVMC. Prior legislation:Prior code§§20.2.1,20.2.5—20.2.9;Ords. 11331 11781 2506 and 2693. 5,56,010 Definitions. The following words and phrases,whenever used in this chapter, shall have the meanings defined in this section unless the context clearly requires otherwise: A. "Arm's Length Transaction"means a sale in good faith and for valuable consideration that reflects the fair market value in the open market between two infon-ned and willing parties,neither of which is under any compulsion to participate in the transaction.A sale between relatives,related companies or partners, or a sale for which a significant purpose is avoiding the effect of the violations of this chapter is not an Arm's Length Transaction. B. "Applicant"means the Person applying for a permit pursuant to this chapter. C. "Chief of Police"means the Chief of Police of the City of Chula Vista,or his/her designee. D. "City"means the City of Chula Vista. E. "City Attorney"means the City Attorney for the City of Chula Vista, or his/her designee. 2020-02-25 Agenda Packet, Page 74 of 185 F. "Crime of Moral Turpitude"means a crime involving a readiness to do evil,an act of moral depravity of any kind that has a tendency in reason to shake one's confidence in their honesty, deceit, or fraud. G. "Drug Paraphernalia"has the meaning set forth in California Health and Safety Code Section 11014.5, as that section may be amended from time to time. H. "Electronic Smoking Device"'means an electronic device that can be used to deliver an inhaled dose of nicotine,or other substances,including any component,,part, or accessory of such a device,whether or not sold separately. "Electronic Smoking Device"includes any such device,whether manufactured, distributed, marketed.,or sold as an electronic cigarette, an electronic cigar, an electronic cigarillo,an electronic pipe,an electronic hookah, or any other product name or descriptor. "Electronic SrnokingT Device"also includes cartridges, cartomizers, e41quid sm.oke mizers Electronic Smokingy Device batteries, Electronic 1� iuice, tips, ato,, .. 2ni_tf_1_ Smoking Device charges, and any other item specifically designed for the preparation, charging,or use of Electronic Smoking Devices. L "Flavored,Tobacco Product"'means,any Tobacco ProduCt that contains a,taste or sm.ell, other than the taste or smell of tobacco,that is distinguishable by a consumer eitherprior to or dUring the consumption of, a tobacco product-, including,but not limited to-, any taste or smell relatingy to fruit,menthol,mint,wintergreen, chocolate, cocoa, vanilla,ho,ney, or any candy, dessert,. lco�ho�lic beverage,herb, or spice. 1. "Owner"means a Person with an ownership or managerial interest in a business. An ownership interest shall be deemed to exist when a Person has a 20 percent or greater interest in the stock, assets, or income of a business other than the sole interest of security for debt. A managerial interest shall be deemed to exist when a Person can or does have or share ultimate control over the day-to-day operations of a business. J. "Person"means any natural person,partnership,cooperative association,corporation,personal representative,receiver,trustee,assignee,or any other legal entity. K. "Police Department"means the Chula Vista Police Department, and any agency or Person designated by the Department to enforce or administer the provisions of this chapter. L. "Self-Service Display"means the open display or storage of Tobacco Products or Tobacco Paraphernalia in a manner that is physically accessible in any way to the general public without the assistance of the retailer or employee of the retailer and a direct person-to-person transfer between.the purchaser and the retailer or employee of the retailer. A vending machine is a form of Self-Service Display. M. "Tobacco Paraphernalia"means any item designed for the consumption,use, or preparation of a Tobacco Product. N. "Tobacco Product"means-. 1. Any product containing,made, or derived from tobacco or nicotine that is,intended for human consumption,whether smoked,heated,chewed,absorbed,dissolved, inhaled, snorted, sniffed,or ingested 2020-02-25 Agenda Packet, Page 75 of 185 by any other means, including,but not limited to, cigarettes,cigars, little cigars, chewing tobacco,pipe tobaccol snuff; and, 2. Any Electronic Smoking Device. 3,. Notwithstanding any provision of subsections and, of this section to the contrary, "tobacco product"includes any component,part, or accessory of a tobacco product,whether or not sold separately. "Tobacco product"does not include any product that has been approved by the United States Food and Drug Administration for sale as a tobacco cessation product or for other therapeutic purposes where such product is marketed and sold solely for such an approved,purpose. 0. "Tobacco Retailer"means any Person who sells, offers for sale, or does or offers to exchange for any form of consideration tobacco,Tobacco Products or Tobacco Paraphernalia. "Tobacco Retailing"shall mean the doing of any of these things. This definition is without regard to the quantity of Tobacco Products or Tobacco Paraphernalia sold,offered for sale, exchanged,or offered for exchange. Tobacco Retailer does not include persons licensed by the City to conduct commercial cannabis activity in accordance with Chapter 5.19 CVMC. (Ord.3417§ 1,2018). 5,56,020 Tobacco retailer's permit required. It shall be unlawful for any Person to act as a Tobacco Retailer in the City without first obtaining and maintaining,for each location at which Tobacco Retailing is to occur, a valid Tobacco Retailer's pen-nit pursuant to this chapter,a valid business license pursuant to Chapter 5.02 CVMC, and any and all required state licenses, including but not limited to a Califomia Cigarette and Tobacco Products Retailer's License. (Ord. 3417§ 1�2018). 5,56,03�O Permit application and procedure. A. All applications shall be submitted on a form supplied by the Police Department and shall include,but not be limited to,the following information: 1. The Applicant's business name and address. 2. The address of the proposed Tobacco Retailer business location. 3. If the Applicant is a natural person: a. The full true name and any other names ever used by the Applicant, b. The current residential address and telephone number of the Applicant; 2020-02-25 Agenda Packet, Page 76 of 185 c. Written proof that the applicant is 21 years of age or older; d. The Applicant's height,weight, and color of eyes and hair-, e. The Applicant's valid social security number; f. Photographs of the Applicant as specified by the Chief of Police; g. The applicant's business,occupation, and employment history for the five years immediately preceding the date of application, including addresses and,dates of employment; h. A list of all crimes for which the applicant has been convicted,including those dismissed pursuant to Penal Code Section 1203.4,except traffic infractions, and a statement of the dates and places of such convictions. 4. If the Applicant is a corporation,the name of the corporation exactly as shown in its Articles of Incorporation or Charter,together with the state and date of incorporation,the names and residential addresses of each of its current officers and directors, and of each stockholder holding more than 25 percent of the stock of the corporation. 5. If the Applicant is a partnership,the name and residential address of each of the partners,including limited partners. If one or more of the partners is a corporation,the Applicant shall provide the information about that partner required by subsection of this section. 6. If the Applicant is a limited partnership, a copy of the limited partnership's certificate of limited partnership as filed with the County Clerk. If one or more of the partners is a corporation,the Applicant shall provide the information about that partner required by subsection of this section. 7. If the Applicant is a corporation or partnership,the name of the responsible managing officer pursuant to subsection n of this section. 8. A single name and mailing address authorized by the Applicant to receive all communications and notices(the"Authorized Address")required by, authorized by,or convenient to the enforcement of this chapter. If an Authorized Address is not supplied,the Applicant shall be understood to consent to the provision of notice at the address specified in subsection of this section. 9. All fictitious business names ever used by the Applicant and the respective addresses of those businesses. 10. Whether the Applicant has ever had any license or permit issued by any agency or board, or any city, county, state, or federal agency, suspended or revoked,or has had any professional or vocational license or permit suspended or revoked within five years immediately preceding the application, and the reason for the suspension or revocation. 2020-02-25 Agenda Packet, Page 77 of 185 11. The name and address of the current owner and lessor of the real property upon which the proposed Tobacco Retailing business is to be conducted, and a copy of the lease or rental agreement. 12. Copies of all business tax certificates and local business licenses. 13,. Copies of applications for licenses and licenses issued,pursuant to California Business and Professions Code Section 22970 et seq.,the"Cigarette and,Tobacco Products Licensing Act of 2003."If an application for a license pursuant to the"Cigarette and Tobacco Products Licensing Act of 2003"has been denied, copies of documentation regarding the reason for the denial of such license. 14. At the discretion of the Chief of Police, such other identification and information, including fingerprints, as may be required in order to discover the truth of the matters herein and/or deemed necessary for the administration or enforcement of this chapter as specified on the application form required by this section. B. Owners, Corporate Qf .1icers, Partners Deemed Applicants. Each Owner of a Tobacco Retailer applicant is deemed a co-Applicant and each shall provide the information required in subsection CA)of this section. For Tobacco Retailer applicants with less than 20 employees,each corporate officer or partner of a Tobacco Retailer is deemed a co-Applicant and each shall provide the information required in subsection tA)of this section. C. Designation qfResponsible Managing Of .ficer. A Tobacco Retailer applicant that is a corporation or partnership shall designate one of its officers or general partners to act as its responsible managing officer. The responsible managing officer may complete and sign all applications on behalf of the corporate officers and partners. D. Change in Information. An Applicant shall inform the Police Department in writing of any change in the information submitted on an application for a Tobacco Retailer's Pennit within 10 business days of a change. E. All information specified in an application pursuant to this section shall be subject to disclosure under the California Public Records Act(California Government Code Section 6�250 et seq.)or any other applicable law, subject to the laws' exemptions. F. Application Fee. The Applicant shall pay an application fee in an amount to be set by the City Council to cover the costs incurred by the City to process the application. (Ord.3417 1�2018). 5,56.040 Issuance of a permi"t. A. Upon the receipt of a complete application for a Tobacco Retailer's permit and the permit fee required by this chapter,the Chief of Police shall have authority to grant or deny the application for Tobacco Retailer permit. An application for permit may be denied by the Chief of Police for any of the following reasons,: 2020-02-25 Agenda Packet, Page 78 of 185 1. The application is received after the designated time and date. 2. The application is not in the required form and/or is incomplete. 3,. The Applicant has made a false,misleading, or fraudulent statement,or omission of fact in the application or in the application process. 4. The Applicant or a co-Applicant has failed to submit fingerprints or other information deemed necessary by the Chief of Police pursuant to CVMC 5.56.030. 5. The Applicant or a co-Applicant has within five years immediately preceding the date of the filing of the application been convicted of, suffered any civil penalty,or faced administrative action against any type of license for violations of any tobacco control law, including but not limited to the following offenses: Penal Code Section 308, Business and Professions Code Section 225950 et seq. ("Stop Tobacco Access to Kids Enforcement Act"or the"STAKE Act"),Business and Professions Code Section 22970 et seq. ("Cigarette and Tobacco Products Licensing Act of 2003"), or a charge of violating a lesser-included or lesser-related offense including,but not limited to,Penal Code Section 415., in satisfaction of, or as a substitute for, an original charge of any of the offenses listed in this section. 6. The Applicant or a co-Applicant has within 10 years immediately preceding the date of the filing of the application been convicted of any felony criminal offense or any Crime of Moral Turpitude. 7. There are charges pending against the Applicant or a co-Applicant for a felony offense,a Crime of Moral Turpitude,or an offense involving the use of a weapon. 8. The Applicant or a co-Applicant has within five years immediately preceding the date of the filing of the application been convicted of, suffered any civil penalty,or faced administrative action for violation of local, state, or federal law. 9. The Applicant seeks authorization for Tobacco Retailing that is prohibited pursuant to this chapter, that is unlawful pursuant to this Code including without limitation the zoning,building, and business license tax regulations and codes, or that is unlawful pursuant to any other law. 10. The Applicant or a co-Applicant has had a Tobacco Retailer's renewal pen-nit or an application for a Tobacco Retailer's permit denied within one year prior to the date of application.. 11. The Applicant or a co-Applicant is ineligible for a Tobacco Retailer permit pursuant to CVMC 5.56.120. B. The Chief of Police shall serve the Applicant, either personally or by first class mail addressed to the Authorized Address,with dated written notice of the decision to approve or deny the application for a Tobacco Retailer's permit. If the application has been approved,the notice shall state the permit fee amount,the date by which the permit fee must be paid, and the location where payment must be made. If the application has been denied, the notice shall state the reasons for denial,the effective date of the decision, and the right of the 2020-02-25 Agenda Packet, Page 79 of 185 applicant to appeal.the decision to the City Manager. Any appeal,must be filed in,writing with the City Clerk within 14 days of service of the notice. The City Manager's determination regarding the application shall be final. The City Manager shall provide dated written notice to the applicant,either personally or by first class mail addressed to the Authorized Addressl of the City Manager's determination and the right of the applicant to seek judicial review of the City Manager's determination. C. No permit shall issue pursuant to this chapter unless the permit fee, established in accordance with CVMC 5.56.080�,has been timely paid pursuant to the notice issued above. D. A permit issued under this chapter shall be valid for a period of one year from the date of the issuance or from the date of renewal. (Ord.3417§ 1,20 18). 5,56,050 Permit renewal and expiration, A. A Tobacco Retailer's permit shall automatically renew on an annual basis unless the Chief of Police determines prior to the date on which the permit is to be automatically renewed that any of the factors identified in subsection n of this section exist. A Tobacco Retailer shall have the duty to ensure that all City records generated pursuant to this chapter are accurate and up to date prior to automatic renewal. B. The Tobacco Retailer shall pay a renewal fee established pursuant to CVMC 5.56.080 prior to the date on which the permit is to be automatically renewed. C. The Chief of Police shall have authority to grant or deny the renewal pen-nit. A renewal pen-nit may be denied by the Chief of Police for any of the following reasons: 1. Any of the grounds for suspension or revocation under CVMC 5.56�.1 10 exist. 2. The permit is suspended or revoked at the time of the application.. 3. The Tobacco Retailer has not been in regular and continuous operation in the four months prior to the renewal application. 4. The Tobacco Retailer fails to or is unable to renew any required state licenses. 5. The Tobacco Retailer has failed to pay the renewal fee established pursuant to CVMC 5.56.080 prior to the date on which the permit is to be automatically renewed. 6. The Tobacco Retailer fails to ensure that all City records generated pursuant to this chapter are accurate and up to date prior to the automatic renewal. D. The Chief of Police is authorized to make all decisions concerning the issuance of a renewal permit. In making the decision,the Chief of Police is authorized to impose additional conditions on a renewal permit if it 2020-02-25 Agenda Packet, Page 8,0 of 185 is determined to be necessary to ensure compliance with state or local laws and regulations or to preserve the public health, safety or welfare. E. The Chief of Police shall serve the Tobacco Retailer, either personally or by first class mail addressed to the Authorized Address.,with dated written notice of the decision to approve or deny the renewal permit. A denial notice shall state the reasons for the actionl the effective date of the decision.,and,the right of the Tobacco Retailer to appeal the decision to the City Manager.Any appeal must be filed in writing with the City Clerk within 14 days of service of the notice.The City Manager's determination regarding the renewal permit shall be final. The City Manager shall provide dated written notice to the Tobacco Retailer, either personally or by first class mail addressed to the Authorized Address, of the City Manager"s determination and the right of the Tobacco Retailer to seek judicial review of the City Manager's determination. (Ord.3417§ 1,2018). 5,56,060 Permits nontransferable. A. A Tobacco Retailer's permit may not be transferred from one Person to another or from one location to another.A new Tobacco Retailer's permit is required whenever a Tobacco Retailer has a change in more than 20 percent ownership of the Tobacco Retailer or whenever a Tobacco Retailer changes location. B. Notwithstanding any other provision of this chapter,prior violations at a Tobacco Retailer location shall continue to be counted against the location and permit ineligibility periods shall continue to apply to the location unless: 1. The location has been transferred to the new Owner in an Arm's Length Transaction; and 2. The new Owner provides the City with clear and convincing evidence that the new Owner(s)have acquired or are acquiring the location in an Ariu's Length Transaction. (Ord.3417§ 1,2018). 0 5,56,070 Permit conveys a limited, conditional privilege. Nothing in this chapter shall be construed to grant any Person obtaining and maintaining a Tobacco Retailer's permit any status or right other than the limited conditional privilege to act as a Tobacco Retailer at the location in the City identified on the face of the permit. It is the responsibility of each pemiittee to be informed regarding all laws applicable to Tobacco Retailing, including those laws affecting the issuance of a Tobacco Retailer's Pennit. No permittee may rely on the issuance of a permit as a determination by the City that the permittee has complied with all laws applicable to Tobacco Retailing.Nothing in this chapter shall be construed to vest in any Person obtaining and maintaining a Tobacco Retailer's license any status or right to act as a Tobacco Retailer in contravention of any provision of law. (Ord.3417§ 11 2018). 2020-02-25 Agenda Packet, Page 8,1 of 185 5.56.080 Permit fee. The fee to issue or to renew a Tobacco Retailer's pen-nit shall be established from time to time by resolution of the City Council. The fee shall be calculated so as to recover the cost of administration and enforcement of this chapter, including, for example, issuing a permit, administering the permit program,retailer education,retailer inspection and compliance checks,documentation of violations, and prosecution of violators,but shall not exceed the cost of the regulatory program authorized by this chapter.All fees and interest upon proceeds of fees shall be used exclusively to fund the program.Fees are nonrefundable except as may be required by law. (Ord.3417§ 1,2018). 5,56,090 Tobacco retailer operating requirements and prohibitions. A. Compliance with All Laws Required. In the course of Tobacco Retailing or in the operation of the business or maintenance of the location for which a permit issued,it shall be a violation of this chapter for a permittee, or any of the permittee's agents or employees,to violate any local, state, or federal law applicable to Tobacco Products,Tobacco Paraphernalia,or Tobacco Retailing. B. Fixed Location Required. No Person shall engage in Tobacco Retailing at other than a fixed location. For example, Tobacco Retailing by Persons on foot or from vehicles is prohibited. C. Display qfPermit. Each Tobacco Retailer permit shall be prominently displayed in a publicly visible location at the permitted location. D. Positive Identification Required. No Person engaged in Tobacco Retailing shall sell or transfer a Tobacco Product or Tobacco Paraphernalia to another Person who appears to be under the age of 27 years without first examining the identification of the recipient to confirm,that the recipient is at least the minimum age under state law to purchase and possess the Tobacco Product or Tobacco Paraphernalia. E. Se4f-Service Displays Prohibited. Tobacco Retailing by means of a Self-Service D�isplay is prohibited. F. Tobacco Display Prohibited without Valid Permit. A Tobacco Retailer without a valid Tobacco Retailer permit shall not display Tobacco Products or Tobacco Paraphernalia in public view.A Tobacco Retailer without a valid Tobacco Retailer permit shall not display any advertisement relating to Tobacco Products or Tobacco Paraphernalia that promotes the sale or distribution of such products fro�m the Tobacco Retailer's location or that could lead a reasonable consumer to believe that such products can be obtained at that location. G. Drug Paraphernalia. It shall be a violation of this chapter for any permittee or any of the permittee's agents or employees to violate any local, state, or federal law regulating controlled substances,or Drug Paraphernalia,except that conduct authorized pursuant to state law shall not be a violation of this chapter. H. Windows. 2020-02-25 Agenda Packet, Page 8,2 of 185 1. In the course of Tobacco Retailing or in,the operation of a business or maintenance of a location for which a permit issued, it shall be a violation of this chapter for a permittee, or any of the permittee's agents or employees,to cover more than 20 percent of the window area with window signs in accordance with CVMC 19.60.50�O�. 2. All windows shall be maintained to ensure law enforcement personnel have a clear and unobstructed view of the interior of the premises,including the area in which the cash registers are maintained, from exterior public rights-of-way or from the entrance. However,this subsection shall not apply to premises where there are no windows, or where the design or location of windows or landscaping precludes a view of the interior of the premises from exterior public rights-of-way or from the entrance. 1. Change in Inf6rination. A Tobacco Retailer shall inform the Police Department in writing of any change in the information submitted on an application for a Tobacco Retailer's permit within 1.0 business days of a change. (Ord.3417§ 1,20 18). 5,56.095 Sale o�f Certain Items Pro h ibited. A. Sale oi'Flm,�ored Tobaceo Produav Prohibited. Beginning Septeipber 1, 2020, it shall be a violation of th,is chapter for any Person to sell or offer for sale, or to possess with intent to sell or offer for sale-, apy— Flavored Tobacco Product. 1. There shall be a pen-nissive inference that a Tobacco Retailer in Possession of four or more Flavored,Tobacco Products,, including but not limited to individital Flavored Tobacco Produ Packages of Flavored Tobacco Products,or any combination thereof,possesses such Flavored Tobacco 'products with intent tQ....sell or offer for sale. 2. There shall be a permissive inference that a Tobacco Product is a Flavored Tobacco Product if. a. a Public statement or claim is made or disseminated by the manufacturer of a Tobacco Product, orby any person authorized or permittedby the manufacturer to make or disseminate public statement concerning such,tobacco product,that such Tobacco Product has_gU�roduces a taste or smell other than tobacco, or b. text and/or imagres on,the Tobacco Product's Labeling or P'lac<aging explicitly or implicitly indic,ates that the Tobacco Product is a Flavored Tobacco Product. B. Sale or Distribution ot'Electronic Sinok-ing D�ev�ices Lacking Food and Drug Administration Marketing Order Prohibited. Beginning_September 1, 2020, it shall be a violation of this chapter for any Person to sell or offer for sale, or to possess with intent to sell or offer for sale, in the Cityany...Electronic Smoking Device- that requires and does not have a Food and Drug Administration Marketing Order under 21 U.S.C.§_38T. j_ 2020-02-25 Agenda Packet, Page 8,3 of 185 5.56.100 Compliance monitoring. A. Compliance with this chapter shall be monitored by the Police Department. In addition, any peace and/or code enforcement officer may enforce the provisions of this chapter. B. The Police Department shall inspect each Tobacco Retailer at least one time per 24-month period.Nothing in this subsection shall create a right of action in any permittee or other Person against the City or its agents. C. Right ofAccess. The Police Department and/or their authorized representatives shall have full access to enter a permitted Tobacco Retailer location to conduct an inspection during the operating hours,of the Tobacco Retailer. Failure to cooperate with any Police Department inspection may result in a permit violation subject to suspension or revocation. This subsection shall not be construed to deprive a licensee of any privilege guaranteed by the Fifth Amendment to the Constitution of the United States,or any other constitutional or statutory privileges. (Ord.3417§ 1,2018). 5,56,110 Suspension or revocation of permit. A. Suvpension or Revocation qf Pe,rmit.for Violation. In addition to any other penalty authorized by law,a Tobacco Retailer's permit may be suspended or revoked if any court of competent jurisdiction determines, or the Chief of Police finds,based on a preponderance of the evidence,after the permittee is afforded notice and an opportunity to be heard,that the permittee,or any of the permittee's agents, officers,partners, representatives,managers,or employees,has violated any of the requirements, conditions, or prohibitions of this chapter,or has pleaded guilty, "no contest"or its equivalent, or admitted to a violation of any law designated in CVMC 5.56.0�20 as follows: 1. Upon a finding by the Chief of Police of a first violation of this chapter at a location.,the perm ittee shall be issued a warning by the Department. 2. Upon a finding by the Chief of Police of a second violation of this chapter at a location within any 60- month period,the permit shall be suspended for 90 days. 3. Upon a finding by the Chief of Police of a third violation of this chapter at a location within any 60- month period,the pen-nit shall be suspended for one year. 4. Upon a finding by the Chief of Police of a fourth violation of this chapter at a location within any 60- month period,the permit shall be revoked. B. The Chief of Police shall serve the Tobacco Retailer, either personally or by first class mail addressed to the Authorized Address,with dated written notice of the decision to suspend or revoke the permit. A suspension or revocation notice shall state the reasons for the action,the effective date of the decision, and the right of the permittee to appeal the decision to the City Manager.An appeal to the City Manager is not 2020-02-25 Agenda Packet, Page 8,4 of 185 available for a revocation made pursuant to subsection n of this section,. Any appeal must be filed in writing with the City Clerk within 14 days of service of the notice. The City Manager's determination regarding the suspension or revocation shall be final. The City Manager shall provide dated written notice to the Tobacco Retailer, either personally or by first class mail addressed to the Authorized Address,of the City Manager's determination and the right of the Tobacco Retailer to seek judicial review of the City Manager's determination. C. Revocation of'Permit Wrongly 1�sued. A Tobacco Retailer's pen-nit shall be revoked if the Chief of Police finds, after the pen-nittee is afforded notice and an opportunity to be heard,that one or more of the bases for denial of a permit under CVMC 5.56.020 existed at the time application was made or at any time before the permit issued, or one or more of the bases for denial of a renewal permit under CVMC 5.56.050 existed at the time the renewal permit was issued. Notice and appeal of the revocation shall be conducted in accordance with subsection tB)of this section. D. If a permit issued under this chapter is suspended or revoked,all Tobacco Products and Tobacco Paraphernalia at the suspended or revoked Tobacco Retailer's location shall be removed from public view for the duration of the suspension or revocation. The Tobacco Retailer additionally shall not display any advertisement relating to Tobacco Products or Tobacco Paraphernalia that promotes the sale or distribution of such products from the Tobacco Retailer's location or that could lead a reasonable consumer to believe that such products can be obtained at that location for the duration of the suspension or revocation. (Ord.3,417§ I 2018). 5,56,120 Violations —Penalties, A. It shall be unlawful for any Person to violate any provision, or to fail to comply with the requirements, of this chapter or any regulation adopted hereunder.Any person violating any of the provisions or failing to comply with any of the requirements of this chapter or any regulation.adopted hereunder shall.be guilty of a misdemeanor punishable by a fine of not more than$1,000 or imprisonment for a period of not more than six months,or by both a fine and imprisonment. Each day that a violation continues is deemed to be a new and separate offense.No proof of knowledge,, intent,or other mental state is required to establish a violation. B. Causing,permitting, aiding,abetting,or concealing a violation of any provision of this chapter shall also constitute a violation of this chapter. C. Any condition caused or allowed to exist in violation of any of the provisions of this chapter or any regulation adopted hereunder is a public nuisance and may be abated by the City,or by the City Attorney on behalf of the people of the state of California, as a nuisance by means of a restraining order, injunction,or any other order or judgment in law or equity issued by a court of competent jurisdiction. The City,or the City Attorney on behalf of the people of the state of California,may seek injunctive relief to enjoin violations of,or to compel compliance with,this chapter or seek any other relief or remedy available at law or equity,including 2020-02-25 Agenda Packet, Page 8,5 of 185 the imposition of monetary civil.penalties. Each day that a violation continues is deemed to be a new and separate offense and subject to a maximum civil penalty of$2,500 for each and every offense. D. Tobacco Retailing without a Valid Permit—Ineligibility,f6r Permit. In addition to any other penalty authorized,by law, if the Chief of Police finds based on a preponderance of evidence,after notice and an opportunity to be heard,that any Person has engaged in Tobacco Retailing at a location without a valid Tobacco Retailer's permit, either directly or through the Person's agents or employees,the Person shall be ineligible to apply for, or to be issued, a Tobacco Retailer's permit as follows: 1. After a first violation of this section at a location within any 60-month period,no new permit may issue for the Person or the location(unless ownership of the business at the location has,been transferred in an Arm's Length Transaction),until 30 days have passed from the date of the violation. 2. After a second violation of this section at a location within any 60-month period,no new permit may issue for the Person or the location(unless ownership of the business at the location has been transferred in an Arm's Length Transaction),until 90 days have passed from the date of the violation. 3. After of a third or subsequent violation of this section at a location within any 60-month period,no new permit may issue for the Person or the location(unless ownership of the business at the location has been transferred in an Arm's Length Transaction),until five years have passed from the date of the violation. E. Whenever evidence of a violation of this chapter is obtained in any part through the participation of a Person under the age of 18 years old, such a Person shall not be required to appear or give testimony in any civil or administrative process brought to enforce this chapter and the alleged violation shall be adjudicated based upon the sufficiency and persuasiveness of the evidence presented. F. The remedies specified in this section are cumulative and in addition.to any other remedies available under State or local law for a violation of this Code. (Ord.3417§ 11 2018). 5,56,13�O Requirement for tobacco retailer permit— Operative date. For a Tobacco Retailer business not in existence, a Tobacco Retailer permit must be obtained prior to commencement of Tobacco Retailing. For an existing Tobacco Retailer business, a Tobacco Retailer permit must be obtained the later to occur of six months after the date the Police Department begins accepting applications for Tobacco Retailer permits or upon renewal of the Tobacco Retailer's bus,iness license issued pursuant to Chapter 5.02 CVMC. (Ord.3417§ 11 2018). 2020-02-25 Agenda Packet, Page 8,6 of 185 ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE CHAPTER 5.56 (TOBACCO RETAILER) TO PROHIBIT THE SALE OF FLAVORED TOBACCO PRODUCTS AND ELECTRONIC SMOKING DEVICES LACKING A REQUIRED FOOD AND DRUG ADMINISTRATION MARKETING ORDER WHEREAS,jurisdictions are becoming increasingly aware that cities play a critical role in supporting the health and well-being of their communities and, thus, the City of Chula Vista adopted the Healthy Chula Vista Action Plan on January 5, 2016; and WHEREASI the City recognizes that policy to limit exposure and access to smoking, especially in our youth,is important to prevent increasing the number of smokers in our community and to reduce the risk of chronic diseases; and WHEREASI in 2018, the City adopted various restrictions related to smoking prohibitions and tobacco sales through Ordinance 3413 (updating Chula Vista Municipal Code Chapter 8.22 (Regulation of Smoking in Public Places,Affordable Housing Projects and Places of Employment) and Ordinance 3417 (adding Chula Vista Municipal Code Chapter 5.56 (Tobacco Retailer) ("CVMC 5.56"));, and WHEREASI over 480,000 smoking related deaths are reported in the United States each year; and WHEREAS, 99% of smokers report starting tobacco use before the age of 26; and WHEREAS, in 2019, about one in every ten middle schoolers and more than one in every four high schoolers reported using electronic cigarettes in the past 30 days; and WHEREAS, the federal Family Smoking Prevention and Tobacco Control Act (Tobacco Control Act), enacted in 2009, prohibited candy- and fruit-flavored cigarettes, largely because these flavored products were marketed to youth and young adults, and younger smokers were more likely than older smokers to have tried these products; and WHEREAS, although the manufacture and distribution of flavored cigarettes (excluding menthol) are banned by federal law, neither federal law nor California law restricts the sale of flavored non-cigarette tobacco products, such as cigars, cigarillos, smokeless tobacco, hookah tobacco, electronic smoking devices, and the solutions used in these devices; and WHEREAS, flavored products have been shown to be "starter" products for youth who begin using tobacco and that these products help establish tobacco habits that can lead to long- term addiction; and 2020-02-25 Agenda Packet, Page 8,7 of 185 WHEREAS, The United States Food and Drug Administration ("FDA"), has required that all e-cigarette products file an application for pre-market approval in part to ensure they are not marketing and targeting products to youth; and WHEREAS, in order to further limit the exposure of youth to starter products such as flavored tobacco products and prevent youth from lifelong tobacco habits and associated chronic diseases in the city, amendments have been proposed to CVMC 5.56. NOW, THEREFORE, BE IT RESOLVED by the Healthy Chula Vista Advisory Commission, that it recommends that City Council adopt amendments to CVMC 5.56 to restrict the sale of flavored tobacco products and prohibit sales of electronic smoking products that do not have FDA Pre-Market Approval. NOW THEREFORE the City Council of the City of Chula Vista does ordain as follows: Section 1. A. Chapter 5.56, section 5.56.010 of the Chula Vista Municipal Code is amended to read as follows: 5.56,010 Definitions. The following words and phrases, whenever used in this chapter, shall have the meanings defined in this section unless the context clearly requires otherwise: A. "Arm's Length Transaction" means a sale in good faith and for valuab�le consideration that reflects the fair market value in the open market between two informed and willing parties,neither of which is under any compulsion to participate in the transaction.A sale between relatives,related companies or partners, or a sale for which a significant purpose is avoiding the effect of the violations of this chapter is not an Arm"s Length Transaction. B. "Applicant" means the Person applying for a permit pursuant to this chapter. C. "Chief of Police" means the Chief of Police of the City of Chula Vista, or his/her designee. D. "City" means the City of Chula Vista. E. "City Attorney" means the City Attorney for the City of Chula Vista, or his/her designee. F. "Crime of Moral Turpitude" means a crime involving a readiness to do evil, an act of moral depravity of any kind that has a tendency in reason to shake one's confidence in their honesty, deceit. or fraud. G. "Drug Paraphernalia"has the meaning set fo�rth in California Health and Safety Code Section 110 , as that section may be amended from time to time. H. "Electronic Smoking Device"means an electronic device that can be used to deliver an inhaled dose of nicotine,or other substances,including any component,part,or accessory of such a device, whether or not sold separately. "Electronic Smoking Device" includes any such device, whether 2020-02-25 Agenda Packet, Page 8,8 of 185 manufactured, distributed, marketed, or sold as an electronic cigarette, an electronic cigar, an electronic cigarillo, an electronic pipe, an electronic hookah, or any other product name or descriptor. "Electronic Smoking Device" also includes cartridges, cartomizers, e-liquid, smoke juice, tips, atomizers, Electronic Smoking Device batteries, Electronic Smo�king Device charges, and any other item specifically designed for the preparation, charging, or use of Electronic Smoking Devices. 1. "Flavored Tobacco Product" means any Tobacco Product that contains a taste or smell, other than the taste or smell of tobacco, that is distinguishable by a consumer either prior to, or during the consumption of, a tobacco product, including, but not limited to, any taste or smell relating to fruit,menthol,mint,wintergreen, chocolate, cocoa,vanilla,honey,or any candy, dessert,alcoholic beverage, herb, or spice. 1. "Owner"means a Person with an ownership or managerial interest in a bus,iness. An ownership interest shall be deemed to exist when a Person has a 20 percent or greater interest in the stock, assets, or income of a bus,iness, other than the sole interest of security for debt. A managerial interest shall be deemed to exist when a Person can or does have or share ultimate control over the day-to-day operations of a business. J. "Person"means any natural person,partnership, cooperative association, corporation,personal representative, receiver, trustee, assignee, or any other legal entity. K. "Police Department" means the Chula Vista Police Department, and any agency or Person designated by the Department to enforce or administer the provisions of this chapter. L. "Self-Service Display" means the open display or storage of Tobacco Products or Tobacco Paraphernalia in a manner that is physically accessible in any way to the general public without the assistance of the retailer or employee of the retailer and a direct pers on-to-person transfer between the purchaser and the retailer or employee of the retailer. A vending machine is, a form of Self-Service Display. M. "Tobacco Paraphernalia" means any item designed for the consumption, use, or preparation of a Tobacco Product. N. "Tobacco Product"' means: 1. Any product containing, made, or derived from tobacco or nicotine that is intended for human consumption, whether smoked, heated, chewed, absorbed, dissolved, inhaled, snorted, sniffed, or ingested by any other means, including, but not limited to, cigarettes, cigars, little cigars, chewing tobacco, pipe tobacco, snuff; and 2. Any Electronic Smoking Device. 3. Notwithstanding any provision of subsections and of this section. to the contrary, "tobacco product" includes any component,part, or accessory of a tobacco product, whether or not sold separately. "Tobacco product" does not include any product that has been approved by the United States Food and Drug Administration for sale as a tobacco cessation product or for other therapeutic purposes where such product is marketed and sold solely for such an approved purpose. 2020-02-25 Agenda Packet, Page 8,9 of 185 0. "Tobacco Retailer" means any Person who sells, offers for sale, or does or offers to exchange for any form of consideration tobacco, Tobacco Products or Tobacco Paraphernalia. "Tobacco, Retailing" shall mean the doing of any of these things. This definition is without regard to the quantity of Tobacco Products or Tobacco Paraphernalia sold, offered for sale, exchanged, or offered for exchange. Tobacco Retailer does not include persons licensed by the City to conduct commercial cannabis activity in accordance with Chapter 5.19 CVMC. (Ord. 3417 § 1, 2018). [Section 5.56.020 through 5.56.090 remain unchanged.] B. Chapter 5.56, section 5.56.095 of the Chula Vista Municipal Code is added to read as follows: 5.56.095 Sale of Certain Items Prohibited. A. Sale o Flavored Tobacco Products Prohibited. Beginning September 1, 2020, it shall be a )f violation of this chapter for any Person to sell or offer for sale, or to possess with intent to sell or offer for sale, any Flavored Tobacco Product. 1. Tnere shall be a permissive inference that a Tobacco Retailer in possession of four or more Flavored Tobacco Products,including but not limited to individual Flavored Tobacco Products, packages of Flavored Tobacco Products, or any comb�ination thereof, possesses such Flavored Tobacco Products with intent to sell or offer for sale. 2. There shall be a permissive inference that a Tobacco Product is a Flavored Tobacco Product if: a. a public statement or claim is made or disseminated by the manufacturer of a Tobacco Product, or by any person authorized or permitted by the manufacturer to make or disseminate public statement concerning such tobacco product, that such Tobacco Product has or produces a taste or smell other than tobacco; or b. text and/or images on the Tobacco Product's Labeling or Packaging explicitly or implicitly indicates that the Tobacco Product is a Flavored Tobacco Product. B. Sale or Distribution of Electronic Smoking Devices Lacking Food and Drug Administration Marketing Order Prohibited. Beginning September 1, 2020, it shall be a violation of this chapter for any Person to sell or offer for sale, or to possess with intent to sell or offer for sale, in the City any Electronic Smoking Device that requires and does not have a Food and Drug Administration Marketing Order under 21 U.S.C. § 387j. [Section 5.56.100 through 5.56 130 remain unchanged.] Section 11. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason.held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall.be deemed severable, and such invalidity,unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this 2020-02-25 Agenda Packet, Page 90 of 185 I ions sentence clauses or Ordinance, irrespective of the fact that any one or more other sect* s� phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section 111. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement,, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV. Effective Date The prohibitions in this amendment to the Ordinance shall take effect and be in force September 1, 2020. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as to form by Kelly G. Broughton, FASLA Glen R. Googins Director of Development Services City Attorney 2020-02-25 Agenda Packet, Page 91 of 185 Written Communications - Kelley Sheree Kansas Subject: FW: NPR Report:Teens switching from JUULs to Disposable Vape Pens...one more reason to ban the sale of all flavored tobacco products Warning: External Dear Mayor Salas,,Councilmember Diaz,Councilmember Galvez,Councilmember McCann,and Email Councilmember Padilla The public health community believes,and the evidence shows,that one of the best ways to protect kids from a lifetime of nicotine addiction is to restrict the sale of flavored tobacco products: all flavors,all products, all locations. We have recently heard that some tobacco retailers are urging the city council to back away from the proposed policy to restrict the sale of all flavored tobacco products and to regulate nicotine content instead.This is simply an attempt to distract elected officials away from the real issue:flavors hook kids. The FDA recently enacted a watered-down policy that restricts only one type of flavored tobacco product:cartridge based e-cigarettes like JUULs. Predictably, kids are already gravitating away from the JUULs to new flavored tobacco products like Puff Bar.We urge you to read this fascinating report from NPR: https://www.npr.org/sections/-health-shots/202OZ02/17/805972087/teens-are-still-vaping-flavors-thanks-to-new- disposable-vape-pens We can't rely on the FDA to protect kids instead of tobacco profits.That's why we are counting on you to do the right thing.Thank you for your time and consideration. <image.png> Debra Kelley Kelley Public Health Consulting 2020-02-25 Agenda Pack-%et Page 92 of 185 IN III til C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT CITY, OF ..................................... CHUIAVISTA February 25,2020 File,ID: 20-0038 'TITLE ORDINANCE OF THE,CITY OF CHULA VISTA AMENDING CHAPTER 15.26 OF THE CHULA VISTA MUNICIPAL CODE TO ESTABLISH MANDATORY ENERGY UPGRADE REQUIREMENTS FOR ADDITIONS AND REMODELS TO SINGLE FAMILY HOMES, (FIRST READING) RECOMMENDED ACTION Council place the ordinance on first reading. SUMMARY In September 2017, the City Council adopted the 20,17 Climate Action Plan (CAP) to help address the local threat of climate change by reducing greenhouse gas (GHG) emissions and lowering Chula Vista's vulnerability to expected climate change impacts., The 2017 CAP called for promoting energy efficiency upgrades. The proposed increased energy efficiency standards for some pre-2006 residential properties undergoing additions or remodels is intended to support that effort. Based on the attached cost effectiveness studies created by the California Public Utilities Commission (CPUC) and Investor Owned Utilities, City staff has determined that the proposed requirements are cost effective and are anticipated to lower utility bills for applicable Chula Vista residents. In addition, the proposed requirements will exceed existing Title 24 energy requirements. In ten years, it is estimated that these requirements could save approximately 641 metric tons CO2e emissions and$559,000 in utility costs per year,by 2040,those figures rise to 1,340 metric tons and$1.1 million in bill savings annually. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed Project for compliance with the California Environmental Quality Act (CEQA) and has determined that the Project qualifies for a Class 8 Categorical Exemption pursuant to Section 15308 (Actions by Regulatory Agencies for Protection of the Environment) of the state CEQA Guidelines. The proposal seeks to help address the local threat of climate change by reducing greenhouse gas (GHG) emissions and lowering vulnerability to anticipated climate change impacts. Thus,no further environmental review is necessary.In addition,notwithstanding the foregoing,the Director of Development Services has also determined that the Project qualifies for an Exemption pursuant to Section 15 0 6 1(b)(3) of the California Environmental Quality Act State Guidelines. BOARD/COMMISSION/COMMITTEE RECOMMENDATION The Sustainability Commission (SSC) on September 9th, 2019 unanimously supported the proposed requirements. 1111. 0 0 1 P �3ge 1 2020-02-25 Agenda Packet, Page 93 of 185 The Board of Appeals and Advisors on February 10th, 2,020 recommended that City Council adopt the ordinance., DISC'USSION The 2017 Climate Action Plan (CAP) and related implementation actions were established through an extensive outreach effort to Chula Vista residents and communities. The Climate Change Working Group (CCWG) was chaired by Sustainability Commission members and consisted of 13 other members representing various community sectors. 'The CCWG held a total of 11 meetings, including 10 publically- noticed meetings and one public forum to solicit input and engage the public on the development of the greenhouse gas reduction strategies through a consensus-building process. In November 2014,City Council adopted the, 12 GHG reduction strategies that the CCWG presented,which included requiring energy savi,ngs retrofits in existing buildings. These CCWG recommendations were subsequently incorporated into the CAP adopted by the City Council in September 2017. Working with community stakeholders and consultants, city staff have created the Home Energy Sustainability Ordinance. This proposed ordinance builds off previous energy efficiency efforts the City Council has approved such as the Commercial Outdoor LED Ordinance,"reach codes"that required new homes be built aboveTitle 24 code requirements and PACE financing to allow residents to finance energy saving projects. The City ofCarlsbad has also adopted a similar ordinance called the Residential Energy Conservation Ordinance which went into effect in 2019. After Council approval the California Energy Commission (CEC) must confirm that the proposed ordinance meets certain requirements including that the City has made a cost effectiveness finding. There are two common measures of cost effectiveness, simple payback and benefit-to-cost ratio. Simple payback divides the up-fr�ont installation cost by the expected utility bill savings each year.The result is a simple measure of the number of years it takes to "p�ay back"the initial investment. The lower the number, the quicker a measure pays back and the more cost effective it is. Benefit-to - cost ratio divides the lifecycle benefits over the one-time costs. Lifecycle benefits are calculated over 30 years and discounted at 3,%. B,enefit-to-cost ratios above 1.0 are considered cost effective and the higher the ratio, the better. In addition, every three years as updated state building codes are adopted, the City will need to seek new approval from the CEC by affirming via letter that the cost-effe ctivene�s s of these requirements is unaffected by the new standards. Table I Timeline Task/ Milestone Date Present to City Council (first reading) 2/25/20 C�ity Council (second reading' 3/3/20 61 Submit California Energy Commission 2/26/20 (CE,C)Application Receive CEC Response (expected) 4/8/2 0 P �3ge 2 2020-02-25 Agenda Packet, Page 94 of 185 File with California Building Standards 4/9/20 Commission (expected) Effective Date (30 days following CEC 5/8/20 approval) Proposed Home Energy Sustainability Ordinance, The proposed Home Energy Sustainability Ordinance requires that homes built before 2006 make some energy efficiency upgrades, see Table 2, when they are also making an addition or remodel of their home. Based on the age of the home and the Climate Zone where the home is located, different energy efficiency upgrades are required. The reason for the different requirements is because typically older or more inland homes consume more energy and have more opportunities to save energy.These requirements are based on the Statewide Cost Effectiveness Study, attached with a Chula Vista Summary. All of the proposed requirements were found to be cost-effective in the energy simulations performed by these studies. Over the first 10 years staff estimate that residents will spend $4.9 million on the required energy upgrades. Depending on the condition of the home,the homes location and the measures installed the energy savings are expected to equal the implementation costs within 7.9 to 10.7 years. Based on forecasted projects, staff estimate the average home will save more than$170 in utility costs per year and take 8.3 years to equal the implementation costs. For more an overview o�f'the cost-effectiveness of proposed requirements see the attached",Summary Cost-Effectiveness Results The climate zones are created by the California Energy Commission to guide building requirements and align with zip codes. Within the City of Chula Vista, the following zip code 91914 lies within climate zone 10 and the rest of the city is located in climate zone 7. Once adopted,this proposed ordinance is expected to impact 3,8,72 units which will reduce approximately 3,218 metric ton (MT) of carbon emissions and save an estimated $2.9 million over the first 10 years. The savings will help the City meet the energy and carbon reduction goals included in Objective 3.3 of'the 2,017 Climate Action Plan. Table 2 Required Energy Efficiency Upgrades Year Built Climate Zone 7 Climate Zone 10 Pr�e-1978 Water Heating Package; LED Lighting; R38 Attic Insulation; Water Heating Package; LED Duct Sealing Lighting; Duct Sealing; R38,Attic; 1978-2005 Water Heating Package; Air Sealing LED Lighting; 1978-1991 Condos o Duct Sealing also required P �3ge 3 2020-02-25 Agenda Packet, Page 95 of 185 Table three below includes more,information about each o�f'the energy efficiency measures listed above. Table 3 Required Measures Installation Details Measure Description Name R-38 Attic Add attic insulation in buildings with vented attic spaces to meet R- Insulation 38. Air Sealing Apply air sealing practices throughout all accessib�le areas of the building.All joints,penetrations and other openings in the building envelope that are potential sources of air leakage shall be caulked, gasketed,weather stripped,or otherwise sealed to limit infiltration and exfiltration. Buildings constructed before 1992 should be sealed to 7 Air Changes per Hour(ACH),and buildings constructed from 1992-2,005 should be sealed to 5 ACH,at 50 Pascals pressure difference. Homes with one or more vented combustion app�liances must have a Building Performance Institute (BPI) Combustion Appliance Safety Inspection performed after air sealing. CoolRoof For steep slope roofs,install a roofing product rated by the Cool Roof Rating Council (CRRC) with an aged solar reflectance of 0.25 or higher and thermal emittance of 0.75 or higher. Duct Sealing Air seal all ductwork to meet the requirements of Section 15 0.2(b)1 E as if the heating system were being replaced. LED Lighting Replace screw-in halogen,incandescent or CFL light bulbs with LED light bulbs in accordance with the requirements of Section 1,50.0(k)1.A,D,G,H and 1. Water Water Heater Blanket Add R-6 insulation to the exterior of existing Heating residential tank storage water heaters manufactured before April Package 2015. Requirement is waived for water heaters with internal tank insulation of at least R-16,. Hot e Insulation Insulate all accessible hot water pipes with R-3, pipe insulation. Low Flow Fixtures Upgrade sink and shower fittings to meet current CALGreen requirements,which require maximum flow rates of 1.8 gallons per minute (gpm) for showerheads and kitchen faucets,and 1.2 gpm for bathroom faucets. Staff anticipate that some homeowners and contractors may find other ways to reach the same energy reduction levels in their projects.The ordinance accommodates this option,providing a"performance path" that would allow owners to concurrently complete an alternative set of energy measures that performs equal to or better than the applicable prescribed measures. P �3ge 4 2020-02-25 Agenda Packet, Page 96 of 185 Exemptions These proposed energy efficiency requirements are an effort to bring existing buildings closer to the energy efficiency of current energy code for new homes. The required updates are cost effective energy efficiency measures that have been adopted by other cities and have been widely available for years.,Staff assumes that some residents may have already voluntarily adopted them. The following exemptions are, designed for homes that have already undertaken voluntary energy updates. • Homes,where similar measures have already been completed • Homes that have achieved a Department of'Energy(D�OE) Home Energy Score (HES) of'at least 8 out of 10 • Homes with on-site photovoltaics,in place offsetting at least 95% of the annual electricity and gas- equivalent usage, Additionally,a property would be exempt for the reasons stated below: • Project Value Cutoff- If the cost of completing energy efficiency measures required exceeds 20% of the overall project cost absent those measures, permit applicants can propose a more limited set from among the required measures which does not exceed 20%. • T'echnically/Financial infeasibility-If the prescribed measures would be technically infeasible or not be cost-effective due to unique characteristics of home or other special circumstances. • Home Owners Association(HOA) Restrictions-A measure is beyond the authority of the homeowner due to HOA covenant • Exempt Project Types - An Addition or Remodel consists solely of medically necessary improvements, or princ�ipally of, solar PV, solar water heating, electrical upgrades for PV or electric vehicle (EV) charging, or energy storage. Next In order for the City to adopt and enforce increased building energy standards, the City must submit an application to the California Energy Commission (CEC) and obtain approval before the increased standards can take effect. 'The application submittal must include: 1) The proposed standards as adopted by Council, 2) The City's determination that the proposed standards will save energy and are cost-effective, and 3) A study with supporting analysis for the City's energy savings and cost effectiveness findings, The proposed ordinance includes the necessary energy savings and cost effectiveness findings.By reviewing the attached cost effectiveness study and adopting this proposed ordinance, Council will be making the cost effectiveness and energy savings determinations mentioned above. After City Council votes on the proposed ordinance after the first reading, staff will submit the application to the CEC for their review and approval,a process that can take up to three months. After CEC approval,staff will file the ordinance with the California P �3 g e 15 2020-02-25 Agenda Packet, Page 97 of 185 Building Standards Commission and the ordinance will go into effect 30 days after the CEC approval. After City Council Approval, staff will begin preparing for the ordinance to take effect by working with various internal departments and stakeholders to educate impacted parties about the requirements and how they can be met. DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the, real property holdings of the City Council members do not create a disqualifying real pro perty-related financial conflict of interest under the Political Reform Act(Cal.Govt Code§871001,et se,q.,)�., Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter'. CURREN'T-YEAR FISCAL IMPACI 11 No current year fiscal impact. The building permit review and inspection time associated with imp�lementing this ordinance will be funded through building permit fees; outreach and education time will be supported through existing Economic Development Department funds. ONGOING FISCAL IMPACT No ongo�ing fiscal impact. The building permit review and inspection time associated with implementing this ordinance will be funded through building permit fees. ATTACHMENTS 1. Existing Home Energy Sustainability Ordinance Summary 2. Existing Home Energy Sustainabilit,y Ordinance Overview 3. Summary Cost-Effectiveness Results 4. Existing Building Efficiency Upgrade Cost-Effectiveness Study Staff Contact: Cory Downs P �3ge 6 2020-02-25 Agenda Packet, Page 98 of 185 City of Chula Vista 0 d' r in�ance . A"W Ex'Isting Home Energy Sustainabilit\,/ Ordinance v1.9.3 Policy Overview 0 Require homes built before 2006 that are performing additions or remodels to also perform spec,ific energy upgrades 0 Prescribed upgrade measures depend on home age and climate zone 0 Prescribed upgrades wi'll apply to the remainder of the home not otherwise required to comply with current building code as a result of the addition or remodel 0 Allow homes to install a custom set of upgrades, instead of the required upgrades, as long as they meet or exceed the energy performance of the required upgrades 0 Avoid dis-incentivizin�g solar in�stallation or other energy efficiency measures 0 Avoid inordin�ate financial burden 0 Avoid impeding ADUs or JADUs in any way 0 Avoid disruption to perm�i't process 0 Estimated to affect 3,872 units and reduce GHG1 emissions by 3,142 metric tons over the f i rst 10 years 2020-02-25 Agenda Packet, Page 99 of 185 Ordinance Page 2 ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHAPTER 15.26 OF THE CHULA VISTA MUNICIPAL CODE TO ESTABLISH MANDATORY ENERGY UPGRADE REQUIREMENTS FOR ADDITIONS AND REMODELS TO SINGLE FAMILY HOMES WHEREAS, through its 2017 Climate Action Plan, the City committed to reducing greenhouse gas emissions to below six metric tons CO2e per capita by 2030 and two metric tons CO2e per capita by 2050; and WHEREAS, as presented in a citywide 2014 greenhouse gas inventory, Chula Vistas greenhouse gas emissions decreased since 2005 but are still 10% above the City's 2020 emission goal; and WHEREAS, 'as a result, the City Council directed staff to convene a Climate Change Working Group (CCWG) to develop recommendations to reduce the community's greenhouse gas emissions; and WHEREAS, the CCWG recommended twelve climate protection measures, including requiring energy-savings retrofits in existing buildings at a specific point in time, which were included in the 2017 Climate Action Plan; and WHEREAS, on September 26, 2017, City Council adopted the 2017 Climate Action Plan and directed staff to implement the measures based on funding levels; and WHEREAS,, as a component of the 20�17 Climate Action Plan, staff proposed developing a residential and commercial, energy conservation ordinance for City Council consideration; WHEREAS,, staff is presenting to Council an ordinance amending Chapter 15. 26 of the Municipal Code and adding Section 15.26.04,0 requiring single family homes built before 2006 that are undergoing additions to also install certain energy saving measures; and WHEREAS, pursuant to the California Administrative Code, Title 24, Part 1, Section 10- 106, Locally Adopted Energy Standards, and the CEC' s submittal and approval process, the City finds that the requirements below will save energy and are cost-effective within the City of Chula Vista; and WHEREAS, Pursuant to Sections 17958 and 18941 of the Health and Safety Code, before making any modifications to the California Building Standards Code, the City must make an express finding that such modifications are reasonably necessary because of local climatic, geological or topographical conditions. Modifications to the California Building Standards and Building Energy Efficiency Standards, as detailed in this Ordinance, are reasonably necessary due to local climatic conditions. As a result of high summer ambient temperatures and periods of heat waves, average load demand and peak load demand of energy used in Chula Vista is an important factor concerning public 2020-02-25 Agenda Packet, Page 100 of 185 Ordinance Page 3 safety and adverse economic impacts of power outages or power reductions. Reduction of total and peak energy use, as a result of incremental energy conservation measures required by this Ordinance, will have local and regional benefits in the cost-effective reduction of energy costs for the building owner, additional available system energy capacity, and a reduction in greenhouse gas emissions. WHEREAS, the City affirms that the requirements below will require buildings to be designed to consume no more energy than permitted by California Energy Code; and WHEREAS, this Ordinance is intended to preserve and enhance the environment of the City of Chula Vista and is not subject to the California Environmental Quality Act pursuant to Section 15 061(b)(3) of the CEQA Guidelines, because there is no possibility that the ordinance may have a significant negative impact on the environment. The proposed ordinance is exempt from the requirements of CEQA pursuant to Section 1530�8 of the CEQA Guidelines, which exempts actions taken by regulatory agencies for the enhancement and protection of the environment. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista hereby adopts this ordinance and directs staff to prepare and present for City Council consideration proposed local amendments to future versions of California Energy Code requiring increased local energy efficiency standards and the necessary future cost- effectiveness studies,, consistent with this resolution. NOW THEREFORE the City Council of the City of Chula Vista does ordain as follows: Section 1. Chapter 15.26 of the Chula Vista Municipal, Code is hereby amended by addition of the section 15.26.040 as follows: 15.26.040 Mandatory Energy Efficiency Requirements for Additions to Single Family Homes A. Purpose and Intent. It is the purpose and intent of this section to require installation of specific energy efficiency measures in less energy-efficient homes, when such homes undertake additions or remodels, in order to reduce GHG emissions resulting from energy consumption. B. Applicability. This section applies to dwelling units constructed before 2006, that are undergoing a permitted Addition or Remodel, either in Low-�Rise Residential Buildings (as defined in Title 24 Part 6 Section 100.1) with 1-4 dwelling units, or that are individually owned residential condominiums and townhouses. EXCEPTION: This section shall not be triggered by creation of a new ADU or JADU alone. This section does apply to Additions or Remodels of existing ADUs and JADUs. 2020-02-25 Agenda Packet, Page 101 of 185 Ordinance Page 4 C. Dqfinitions. For purposes of this section, the following terms shall have the following meanings: "Addition" See definition in Title 24 Part 6 Section 100.1(b). "Compliance Report" A Certificate of Compliance generated by approved Energy Code compliance software, including CBECC-Res and EnergyPro. "Remodel" Means any of the following: 1. Any change or rearrangement, other than a repair, of the structural elements of an existing building including foundations, footing, sub-floors, lintels, beams, columns, girders, slabs, roof trusses, staircases, load bearing walls, door frames,, window frames, or any other part of the building that resists force or moment. 2. Change or rearrangement of the plan configuration of walls and full-height partitions of an existing building. "Steep Slope"A roof slope greater than two units vertical in 12 units horizontal (17- percent slope). "Total Energy Use" The energy consumption estimated by approved Energy Code compliance software, including CB,ECC-Res and EnergyPro, in terms of kTDV per square foot 1)ervear(kTDV/sf2—yr). L .1 D. Requirements. The following requirements shall apply to the entire dwelling unit, not just the additional or altered portion. Where these requirements conflict with other energy code requirements, the stricter requirement shall prevail. Homes shall comply with either the Prescriptive Approach or the Performance Approach. (1) Prescrip,,t,i,v,,e,,,,,,,,,,,,,Approach a. The upgrade measures shown below in Table 15.26.040(D)(1)(al) must be completed in accordance with the home's construction date and climate zone. Table 15.26.040(D)(1)(a1)*, Existing Home Addition Prescriptive Energy Upgrade Measures Year Built Climate Zone 7 Climate Zone 10 Before 1978 Water Heating Package; LED Lighting; R38 Attic Water Heating Package; LED Insulation; Duct Sealing Lighting; Duct Sealing; R38 1978-2005 Water Heating Package; Attic; Air Sealing LED Lighting 2020-02-25 Agenda Packet, Page 102 of 185 Ordinance Page 5 EXCEPTION: Individually owned residential units within buildings containing five or more units must complete the upgrade measures shown below in Table 15.26.040(D)(1)(a2) in accordance with the home's construction date and climate zone. 'Table 15.26.040(D)(1)(a2): Existing Condo Prescriptive Energy Upgrade Measures Year Built Climate Zone 7 Climate Zone 10 Pre-1978 Water Heating Package; LED Lighting; R38 Attic Insulation; Duct Sealing Water Heatin Package; LED 9 1) 1978-1991 Water Heatin Package; Lighting; Duct Sealing; R38 9 1 LED Lighting; Duct Sealing Attic; Air Sealing 1992-2005 Water Heatin Package; 9 LED Lighting; a. Additions or Remodels involving steep sloped roof replacement, recovering, or recoating of either more than 50% or more than 2,000 square feet of roof area, or new steep s,loped roof sections of any size, are also required to meet the Cool Roof requirements in Table 15.26.040(1))(1)(b) for the roofing material added to: i. 1-4 unit residential buildings constructed pre-1978 in climate zone 7 or pre-20�O�6 in climate zone 10. ii. Individually owned units in 5+unit buildings constructed pre- 1992 in climate zone 7 or pre-2006 in climate zone 10. b. Required measures in Tables 15.26.040(D)(1)(a) and (2) shall be completed in accordance with the following specifications. Materials must meet the parameters included below in Table 15.26.040(D)(l)(b) as a minimum. More energy efficient materials may be substituted. Table 15.26.040(D)(1)(b),* Prescriptive Energy Upgrade Measure Specifications Paelkage'' Specification R-38 Attic Add attic insulation in buildings with vented attic spaces to meet R- Insulation 3 8 per requirements of section 15 0.1(c)I Aii or iii. 2020-02-25 Agenda Packet Page 103 of 185 Ordinance Page 6 Air Sealing Apply air sealing practices throughout all accessible areas of the building. All jo,ints,penetrations and other openings in the building envelope that are potential sources of air leakage shall be caulked, gasketed,weather stripped,or otherwise sealed to limit infiltration and exfiltration. Buildings constructed before 1992 should be sealed to 7 Air Changes per Hour(ACH),and buildings constructed from 1992-200�5 should be sealed to 5 ACH,at 50 Pascals pressure difference.Homes with one or more vented combustion appliances must have a BPI Combustion Appliance Safety Inspection performed after air sealing. CoolRoof For steep slope roofs,install a roofing product rated by the Cool Roof Rating Council(CRRC)with an aged solar reflectance of 0.25 or higher and thermal emittance of O�.75 or higher. Duct Sealing Air seal all ductwork to meet the requirements of Section 150�.2(b)I E as if the heating system were being replaced. LED Lighting Replace screw-in halogen, incandescent or CFL light bulbs with LED light bulbs in accordance with the requirements of Section l50.0(k)LA,D,G,H and 1. Water Heating 1.Water Heater Blanket: Add R-6 insulation to the exterior of Package existing residential tank storage water heaters manufactured before April 20 15. Requirement is waived for water heaters with internal tank insulation of atleast R-16. 2.Hot Water Pipe Insulation-Insulate all accessible hot water pipes with R-3 p,ipe insulation per requirements of section 150�.00)2.A.. 3.Low Flow Fittings-Upgrade sink and shower fittings to meet current CALGreen requirements,which require maximum flow rates of 1.8 gallons per minute(gpm)for showerheads and kitchen faucets, and 1.2 gpm for bathroom faucets per requirements of section CALGreen Section.4.303. c. Project Value Cutoff. If the cost of completing the energy efficiency measures required under this section are projected to exceed 20% of the projected cost of the Addition or Remodel absent those measures, permit applicants can propose a more limited set from among the required measures which does not exceed 20%. The limited set must include as many of the required measures as possible without exceeding the 20% cutoff. (2) Performance Approach a. Complete any set of energy efficiency measures concurrent with Addition or Remodel that are projected to result in equivalent or lower energy usage than the applicable prescriptive measures required in, section 15.26.040(D)(1). 2020-02-25 Agenda Packet, Page 104 of 185 Ordinance Page 7 b. Shall be demonstrated by the following method. i. Install the LED Lighting and Water Heater Blanket measures as specified in Table 15.26.040(D)(1)(b). ii. Submit two compliance reports. One compliance report shall be generated from a model of the proposed energy performance measures, and, the existing home plus the proposed addition(s) and any other alterations. A second compliance report shall be generated by modeling the existing home with the prescriptive measures that would otherwise be required by section 15.26.040(D�)(1), not including the LED Lighting and Water Heater Blanket, and including proposed addition(s) and any other alterations. The Total Energy Use for the first compliance report must be equal or less than that of the second compliance report. E. Exemptions. The requirements of Sections 15.26.040(A), (B), (C) and (D) are waived, in part or in whole, if any of the following conditions are met. (1) Measure Already Completed. Substantially similar measures to those required by Table 15.26.040(D)(1)(a) and meeting the specifications of Table 15.26.040(D)(1)(b) are already in place. (2) Technical Infeasibility. Prescribed measure would be technically infeasible or not be cost-effective due to unique characteristics of home or other special circumstances. a. Evidence requirement to show lack of cost effectiveness: Letter from certified energy professional attesting to the lack of cost effectiveness with explanation of methodology and calculation. b. Evidence to show technical, infeasibility: Letter from licensed building professional documenting infeasibility for one of the following reasons: inaccessibility, violation of other codes, low likelihood of success, measure would affect proper functioning of other building elements, result in safety risks, cause harm to building occupants. (3) High Performing Home. Home has earned a Home Energy Score of 8 or above within the previous 3 years. (4) Fully Solar Powered. Home is powered by a solar PV system offsetting at least 9�5%, of the annual, electricity demand and gas-equivalent energy consumption. 2020-02-25 Agenda Packet, Page 105 of 185 Ordinance Page 8 (5) Exempt Additions. Additions where work is principally composed of one of the following: Solar PV, Solar water heating, EV charging, electrical upgrades for solar PV or EV charging, energy storage. (6) Homeowner's Association. A measure is beyond the authority of the homeowner due to Homeowner's Association (HO�A) covenant. (7) Medical Necessity. An Addition or Remodel consists solely of medically necessary improvements. F. Implementation Authority. (1) The City Manager may adopt rules and regulations for the implementation of this section. (2) The City Manager may modify or suspend the requirements of this section after submitting a written justification to the Sustainab,ility Commission for one or more of the following reasons: a. Technological infeasibility. b. Economic infeasibility. c. Legal infeasibility. d. Streamlined compliance Section 11. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid,, unenforceable or unconstitutional. Section III. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall,be construed in light of that intent. Section IV. Effective D�ate 2020-02-25 Agenda Packet, Page 106 of 185 Ordinance Page 9 This ordinance shall take effect on the 30th day following approval by the California Energy Commission and not before June 1, 2020. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as to form by Eric Crockett Glen R. Googins Director of Economic Development City Attorney 2020-02-25 Agenda Packet, Page 107 of 185 Page 1 of 4 C*Ity of Chula V*Ista Draft Po1*1cy Sum a�ry Existing 0 0 10MM& a r C 0"111 Home Energy Sustwnability Urdinance, (EHrau) vers,ion 3.6 Policy Overview Require installation of'specific energy upgrades for homes built before 2006 (including condos and townhouses) when they perform additions and remodels Required upgrades depend on the age of home and climate zone Requ�ir�ed upgrades will apply to the part of the home not a�lre�ady required to comply with current build�ing code as a result of the addition or remodel Allow homes to install a custom set of upgrades, instead of the required upgrades, as long as they meet or exceed the energy perform�ance of the required upgrades Avoid dis-incentivizin�g solar in�stallation or other energy efficiency measures Avoid inordinate financial burden Avoid impeding ADUs or JADUs Avoid disruption to perm�i't process Estimated to affect 3,872 units and reduce GHG1 emissions by 3,218 metric tons over the first 10 years P,reparedfor City of Chula Vista Jan 20,19 Eric Engelman I Energy Policy Consulting 2020-02-25 Agenda Packet, Page 108 of 185 r%n URAFT Policy Summary—Single Family Existing Building Energy Ordinance Page 2 of 4 Proposed Requirements 1. APPLICABILITY: Applies to 1-4 unit residential buildings and individually owned townhome and condominium units built before 2006 when an Addition or Remodel is performed. 2. DEFINITIONS Addition:As defined in Energy Code'. Remodel: Means any of the following: 1. Any change or rearrangement, other than a repair, of the structural elements of an existing building including foundations,footi'ng, sub-floors, lintels, beams, columns,girders, slabs, roof' trusses, staircases, load bearing walls, door frames,window frames, or any other part of the building that resists force or moment. 2. Change or rearrangement of the plan configuration of walls and full-he�ight partitions of an existing building. 3. OPTION 1: PRESCRIPTIVE PATH�.: Owners shall insta�ll specific measures accord�ing to the requirements below. 3.1. Owners of residential b�uildings with 1-4 units residential buildings must complete the following prescribed upgrades measures according to their climate zone and year of construction: Year Built Climate Zone 7 Climate Zone 10 Pre-1978 Water Heating Package; LED Lighting; R38 Attic Insulation; Duct Sealing Water Heating Package; LED Lighting; Duct Sealing; R38 Attic;Air Sealing 1978-2005 Water Heating Package; LED Lighting 3.2. Owners of individual townhomes or condominiums within buildings of 5 or more un�its must complete the following prescribed upgrades measures according to their climate zone and year of construction: Year Built Climate Zone 7 Climate Zone 10 �Pre-1978 Water Heating Package; LED Lighting; R38 Attic Insulation; Duct Sealing Water Heating Package; LED Lighting; 1978-1991 Water Heating Package; Duct Sealing; R38 Atti'c;Air Sealing LED Lighting; Duct Sealing 1992-2005 Water Heating Package; LED Lighting; 3.3. These prescriptive requirements shall apply to the entire unit or units within the scope of the triggering permit, not just the additional or altered portion. Where these requirements conflict with other energy code requirements,the stricter requirement shal�l prevail. Any change to a building that increases conditioned floor area and conditioned volume. See,also "newly conditioned space." Addition is also any change that increases the floor area and volume of an unconditioned building of an occupancy group or type regulated by Part 6. Addition is also any change that increases the illuminated area of an outdoor lighting application regulated by Part 6. 2020-02-25 Agenda Packet, Page 109 of 185 r%n DRAFT Policy Summary—Single Family Existing Building Energy Ordinance Page 3 of 4 3.4. For Additions and Remodels involving roof replacement, recovering or recoating(>50%or>2,000sf), or new roof sections', on a steep sloped roof' the Cool Roof measure applies for: a. 1-4 unit b�uildings, built before 1978 in climate zone 7, or pre-20016 in climate zone 10 b. Individually owned units in 5+ unit buildings, built before 1992 in climate zone 7, or pre-2006 in climate zone 10 3.5. Required Measures shall be installed per the description below: Measure Name Description R-38 Attic Add attic insulation in buildings with vented attic spaces to meet R-38. Insulation Air Sealing App�ly air sealing practices throughout all accessible areas of the building.All joints, penetrations and other openings in the building envelope that are potential sources of air leakage shall be caulked,gasketed,weather stripped, or otherwise sealed to limit infiltration and exfiltration. Buildings constructed before 1992 should be sealed to 7 Air Changes per Hour(ACH),and buildings conistructed from 1992-2005 shou�ld be sealed to 5 ACH,at 50 Pascals pressure difference. Homes with one or more vented combustion appliances must have a BPI Combustion Appliance Safety Inspection performed after air sealing. CoolRoof For steep slope r,00fs, install a roofing product rated by the Cool Roof Rating Council (CRRC) with an aged solar reflectance of 0.25 or higher and thermal emittance of 0.75 or higher'. Duct Sealing Air sea�l all ductwork to meet the requirements of the 2016 Title 24 Section 150.2(b)lE. Homes with one or more vented combustion appliances are STRONGLY RECOMMENDED to have a BPI Combustion Appliance Safety Inspection performed after duct sealing. LED Lighting Replace screw-in halogen, incandescent or CFL light bulbs with LED light bulbs in accordance with the requirements of Title 24 Section 150.0(k)1.A,D,G,H and I., Water Heating Water Heater Blanket Add R-6 in�su�lation to the exterior of existing residential tank storage Package water heaters manufactured before April 2015. Requirement is waived for water heaters with internal tank insulation of at least R-16. Hot Water Pipe Insulation Insulate all accessible hot water pipes with R-3 pipe insulation. Low Flow Fi Upgracle sink and shower fittings to meet current CALGreen requirements,which require maximum flow rates of 1.8 gallons per min,ute(gpm)for showerheads,and kitchen faucets,and 1.2 gpm for bath�r,00m faucets. 4. OPTION 2: PERFORMANCE PATH: Owners may concurrently complete an alternative set of energy measures that performs equal to or better than the applicable prescribed measures subject,to the requirement's below and/or additional rules as put forth by the Conservation Department., 4.1. Applicants may demonstrate this by subm�itting one compliance report, as already req�uired,the with the proposed performance measures, and a second compliance report modeling the existing home+ alteration with the prescribed measures.The Total Energy Use for the first compliance report must be equal or less than that of the second compliance report. 4.2. The LED Lighting and Water Heater Blanket requ�irements are mandatory, and cannot be substituted fo,r performance measures. 5. EXEMPTIONS: Owners are exempt from this ordinance, in part or in whole, subject to the requirements below. 2020-02-25 Agenda Packet, Page I 10 of 185 r%n URAFT Policy Summary—Single Family Existing Building Energy Ordinance Page 4 of 4 5.1. Project Value Cutoff. If the cost of completing energy efficiency measures required under the prescriptive path exceeds 20%of'the overall project cost absent those measures, permit applicants can propose a more limited set from among the required measures which does not exceed 20%. 5.2. Permits for work principally composed of one of the following are excluded from this requirement: Solar PV, Solar water heating, electrical upgrades for PV or EV charging, energy storage, EV chargi'ng 5.3. Homes where similar measures have already been completed. 5.4. Prescribed measures would be technically infeasible or not be cost-effective due to unique characteristics of home or other speci'al circumstances. a. Evidence to show lack of cost effectiveness: Letter from energy professional explaining calculation b. Evidence to show technical infeasi'bility: Letter from building professional documenting infeasibility for one of the following reasons: inaccessibility,violation of other codes, low likelihood of s,uc,cess, measure would affect proper functioning of other building elements, result in safety risks, cause h�arm to building occupants 5.5. Home achieves a Home Energy Score (HES) of at least 8 out,of 10 5.6. Home has on-site photovoltaics in place offsetting at least 95%of the annual electricity and gas- equivalent usage (simplified evidence opt�ions to be included in implementation guidelines) 5.7. A measure is beyond the authority of the homeowner due to HOA covenant 5.8. An Addition or Remodel con�sists solely of medically necessary improvements. 6. IMPLEMENTATION AUTHORITY 6.1. The City Manager may adopt rules and regulations for the implementation. 6.2. The City Manager may modify or suspend the requirements of this section after submitting a written justification to the Sustainability Commission for one or more of the following reasons: a. Technological infeasibility b. Economic infeasibility C. Legal infeasibility d. Streamlining of compliance 2020-02-25 Agenda Packet, Page I I I of 185 City of Chula Vista Existing� Home Energy Sustainability Ordinance Overview Background: Homes in Chula Vista have been built over the years to meet the applicable energy related building codes which were first put in place in 1978. Since then new homes have gotten healthier and more efficient but existi'ng homes might be getting left behind. To help address these older homes the City is educating residents about retrof'it opportunities and requiring older homes undergoing additions or remodels make upgrades throughout their home,where applicable and feasible,to meet current codes. What Does Energy Efficiency Mean? Below is a table that reviews the home energy efficiency standards that the City is trying to ensure homes meet. Measure Energy Description Benefit �Number Efficiency Measure 1 LED Replace screw-in halogen, incandescent or CFL LED lights can use up to 75%less energy than Lighting light bulbs with LED light bulbs incandescent bulbs and slightly more efficient than,Compact Florescent Light(CFL) Bulbs. 2 Water A.Water Heater Blanket-Insulate exterior of Water heating can account for up to 50%of an H�eating storage water heaters manufactured before average home's natural gas usage. By Package April 2015. insulati'ng the tank, if not already insulated, B. Hot Water Pipe Insulation -Insulate all and exposed piping you can m,inimiize the accessible hot water pipes with R-3 pipe amount of heat that is lost on its way to you. insulation. By u�tilizing low flow fa�ucet aerators and C. Low Flow Fixtures- Upgrade sink and shower showerheads you not only save water but also fittings to maximurn flow rates of 1.8 ga�ll�ons save the energy used to heat u�p that water. per minute(gpm)for showerheads and kitchen faucets,and 1.2 gpm for bathroom faucets. 3 Attic Add attic insulation in buildings with vented Attic insulation helps your home maintain a Insulation attic spaces to meet R-38,. stable temperature. 4 Duct Air seal all accessible ductwork with a goal of Duct leakage can be as high as 30%in average Sealing reducing duct leakage to be equal to or less California homes. This means that up to 30% than 15%,of system airflow. of the air you are paying to heat or cool is being lost before it reaches its destination. Additionally, leaky ducts can allow a pathway for dust or other indoor air quality concerns to enter your rooms. 5 Air Sealing Apply air sealing practices throughout all Houses built over the past five years are over accessible areas of the building. Homes with 20 percent tighter than those built a decade one or more vented combustion appliances earlier. This means the air you paid to heat or I IMU ST have a BPI Combustion Appliance Safety I cool can escape and increases your energy bills 2020-02-25 Agenda Packet, Page 1]2 of 185 Inspection performed after,air sealing. and outside pollutants to enter your home. By sealing your home you can make it safer and healthier. 6 Cool Roof Only applicable if project includes re-roofing of Cool roofs help save energy by increasing the steep slope roofs. Install a roofing product amount of solar energy that get reflected away rated by the Cool Roof Rating Council (CRRC) from your home and minimize the need for with an aged solar reflectance of 0.25 or higher cooling on hot summer days. and thermal emittance of 0.75 or higher. Benefits: As mentioned in the table above there are numerous benefits that these upgrades can provide depending on your home. Below is some more information about the main benefits. 0 Energy Bill Reductions—Over the expected life of the products all of the measures a�re expected to reduce the homes energy bills by more than the cost of install�ing them. 0 Improved Indoor Air Quality—Leaky homes and ducts are one of the largest ways that outdoor, pollutants like dust and pollen can enter a home., Properly sealing homes and ducts can help increase indoor air quality. But all homes need ventilation, especially homes using fuel-fired appliances—gas water heater, heating system or,stove need ventilation but homes can be sealed up too tight to allow this. If you seal your home beyond the recommended 15,%of system airflow you may need mechanical ventilation to ensure you are still receiving fresh air. Residents can have a third party verify their homes air leakage. 0 Reduce Carbon Emissions—Home energy use is one of the largest contrib�utors to cl�imate change in Chula Vista. By saving energy residents will also redu�ce greenhouse gas (GHG) emissions. For more ways,to reduce,GHG1 emissions please visit www.cyclimatechallenge.com'. Already Made Similar Upgrades?: If you have already made these, or similar, upgrades, or they will be a part of your project to your home you will be benefiting from a more energy efficient home a�nd do not need to make any additional upgrades. Please review the list of exemptions below:, 0 Similar measures have already been completed 0 Home achieves a Home Energy Score (HES) score of at least 8 out,of 10 0 Home has on-site photovoltaics (PV)for offsetting at least 95%of the annual electricity and gas-equivalent usage 0 An alternative,voluntary, set of energy measures is concurrently being completed that will achieve equivalent energy savings to the prescriptive packages Upgrades Will Not Work,for My Project: D�ue to unique characteristics of homes these upgrades may not work as intended for all residents. To help ensure that residents are not negatively impacted by this requirement the additional exemptions are also allowed. Project Value Cutoff- If the cost of completing energy efficiency measures required under this policy exceeds 20%of the overall project cost without those measures, permit applicants can propose a more limited set from among the required measures which does not exceed 20% A measure is beyond the authority of the home owner due to HOA covenant 2020-02-25 Agenda Packet, Page 1]3 of 185 Prescribed measures would be technically infeasible or not be cost-effective due to unique characteristics of home or other special circumstances Who Needs to Comply: These energy saving improvements are something any home can benefit from but because newer homes have already been built to meet more recent energy code the main focus,of this policy is homes built in Chula Vista before 2005. Please use the flow chart below to identify what specific requirements are required if your home undergoes an alteration or addition. Measure Requirement Flo�w Chart SMIN No yes No yes No yes Dow,—No yes 2020-02-25 Agenda Packet, Page H 4 of 185 When will it be in effect, if approved by City Council? Task/ Milestone Date Present to City Council (first reading) 2/25/20 City Council (second reading) 3/3/20 Submit California Energy Commission 2/26/20 (CE,C)Application Receive CEC Response (exp�ected) 5/20/20 File with California Building Standards 5/21/20 Commission (expected) Effective Date (30 days following CEC 6/21/20 approval) Resources: Please review the resources listed below for information about home energy performance or energy efficien�cy resources. 0 SDG&E Energy Savings Assistance Program—The ESAP is an income qualified program that can make minor improvements to your home at no cost to you, such as insulation and appliance replacement,to help save energy. For full ESAP program eligibility requirements,and application information, please visit www.sdge.com/esap,or call 619-387-4757 0 SDG&E Marketplace—A website, www.sclgemarketplace.com', created by SDG&E that features thermostats, washers, dryers, refrigerators, surge protectors and lighting products with easy to shop at-a-glance product features, energy savings estimates and �product reviews. 0 Federal Weatherization Assistance—A income qualified program can provide you with no cost weatherization to help you save energy and make your home more energy efficient. If you wo�u�ld like to,find out if you qual�ify for this program please call (619)�409-7588 or visit MAAC's,webs,ite www.,maacproi,e,ct,.,o,rg/main/im act/healthy-h�omes-health�-services/weatheri'�,zation-services,/. 0 Home Energy Score—Developed by the Department of Energy(DOE) and its na�tiona�l laboratories,the Home Energy Score provides home owners, buyers, and renters directly comparable and credible information about a home's energy use. Like a miles-per-gallon rating for a car,the Home Energy Score is based on a standard assessment of energy-related assets to easily compare energy use across the housing market. For more information please visit: www.homeenergyscore.gov. 0 Go Green Financing—To help residents find financing for energy saving projects the state created the Go Green Financing website: www.gogreenfin�ancing.com. This allows California residents and businesses to create a custom energy action plan,find rebates and incentives and find a financing option. Questions?Contact the City of Chula Vista's Conservation Section at 619-409-3893 or cloniservation@ch�ulavi'stac,a.gov,. 2020-02-25 Agenda Packet, Page 1]5 of 185 City of Chula Vista EkiIst'[������ig Eiiwi��111-gy Gii�mdiinance (E111111111111111111ESO) Summary CostmEffecteiveness Results Background The energy efficiency requirements in Chula Vista's proposed Existing Home Energy Sustainability Ordinance (EHESO) were derived from a statewide cost—effectiveness study produced by California's major uti'lity companies.The study evaluated a variety of measures for homes of various ages and each c,limate zone in the state, estimating the total installation cost and utility bill savings for each.These estimates were based on a prototype single family home and prototype multi-unit building considered typical of California"s older housing stock and standard construction practices during the periods evaluated. From this study Chula Vista selected the measures that indicated a good payback.The table below shows the basic prototype assumptions.The full study can be accessed at Localenergycodes.com.' Table 1—Ba�sic Prototype Characteristics Prototype Stories Square Bedrooms �Footage Single Family 1 1,,665 3 Multi-unit 1 965 2 Measuring Cost Effectiveness There are two common measures of cost effective n�ess., Simple Payback divides the up-front installation cost of a measure by the expected utility bill savings each year.The result is a simple measure of the number of years it takes to "pay back" the initial investment.,The lower the, number, the quicker a measure pays back and the more cost,effective it is. Simple Payback does not take into account financing costs. Benefit-to-Cost Ratio divides the lifecycle benefits over the one-time costs. Lifecycle benefits are summed over 30 years and discounted at 3%.The costs assume that the owner borrows money to make improvement at common mortgage rates. Benefit-to-cost ratios above 1.0 are considered cost effective and the higher the ratio,the better. Results The table 2 below shows the cost effectiveness for individual measures or packages of measures required by the proposed ordinance. Not every measure was found to be cost effective for all building ages, zip codes and configurations.Accordingly, the requirements differ based on these factors. Note that apartment buildings with five or more units are not covered by this ordinance, unless the units are inclividually owned co�nd�o�miniums. 1 Download link:https://loca I e ne rgycodes.co rn/d own load/3 78/f i le_path/f i el d List/Resid entia WORetrof it%20Cost-Eff%20Repo rt Under the 'Toolkit'tab see'Prescriptive Ordinances', "Existing Low-Rise Residential Remodels"'. Page 1 of 3 2020-02-25 Agenda Packet, Page 1]6 of 185 City of Chula Vista - EHESO Summary Cost Effectiveness Information Table 2- Individual Measure Cost Effectiveness CoSt2 Annual Simple Measure Year Bu'l*lt S a vii n g S 2 Payback Renefift/'Cost, (yea rs) Single Family: Homes with one to four units (except 91914 zip code) Water Heating Package Before 2006 $208 $30, 6.9 2.5 LED Lighting4 Before 2006 $26 $24 1.1 15.6 Duct Sealing Before 1978 $240 $52 4.6 3.8 Attic Insulation Before 1978 $2,273 $168 11.4 1.5 CoolRoof Before 1978 $635 $66 9.6 1.8 Multifamily: Conclos in Buildings with five or more units Water Heating Package Before 2006 $168 $24 8.0 2.5 LED Lighting4 Before 2006 $26 $24 1.1 17.7 Before 1978 $120 $29 4.4 4.4 Duct Sealing 1978-1991 $120 $15 8.0 2.5 Attic Insulation Before 1978 $594 $47 16.1 1.2 Before 197'8 $184 $29 9.2 2.1 CoolRoof 1978-1991 $184 $15 12.3 1.6 Single Family: Homes with one to four units (only 911914 zip code) Water Heating Package Before 2006 $208 $30, 6.9 2.5 LED Lighting4 Before 2006 $26 $36 0.7 24.0 Attic Insulation, Duct,Sealing Before 1992 $3,562 $359 9.9 1.8 and Air Sealing5 1992-2005 $3,562 $317 11.2 1.5 Before 1978 $635 $272 2.3 7.4 CoollRoof 1978-1991 $635 $195 3.3 5.3 1992-2005 $635 $164 3.9 4.5 2 Unless otherwise noted,figures are from the Existing Building Efficiency Upgrade Cost-effectiveness Study, December 2019 version.Some errors in the study have been corrected in consultation with the author. I Calculated using methodology from Existing Building Efficiency Upgrade Cost-effectiveness Study,June 2018 version 4 Assumes 6.6 bulbs replaced with LED bulbs in a home.Assumes�replac,ed bulbs are half CFLs and half incande�scent/halogen. 5 Includes$35,0 for BRI Combustion Safety Testing. Page 2 of 3 2020-02-25 Agenda Packet, Page 1]7 of 185 City of Chula Vista - EHESO Summary Cost Effectiveness Information Table 3 assumes that a home in each scenario' is required to, undertake all the required measures'and evalua�tes the total cost effectiveness of the combined measures. Figures are shown with and without additional permit costs. Table 3-Combined Cost EffectiveneSS8 S'Imple S'Imple Benefit Total Payb�acl�k Payb�ack Benefit Cost Home Scenario 'Total Annual (with (without Cost(with (without Cost" Savings additional additional additional additional permit permit Permit Cost) Permit cost) cost) Cost) Single Family Pre-1978 $2�935 $274 10.7 10.0 1.6 1.7 Single Family 19,78-2005 $422 $54 7.�9 4.�4 2.2 4.0 Single Family 19,78-1991 (Only 911914 $3,F984 $425 9.�4 8.�9 1.9 1.91 zip)� Single Family 1992-2005 (Only 911914 $3�984 $383 10.4 9.,9 1.7 1.8 zip)� Multifamily Pre-1978 $1,,096 $153 7.�2 5.�9 2.7 3.3 Multifamily 1978-1991 $502 $63 8.,0 5�.,O 2.5 3.9 Multifamily 1992-2005 $382 $48 8.,0 4.,0 2.5 4.9 6 In the 91914 zip code there are no buildings with five or more units built before 2006. 7 Since the Cool Roof measure is only required if roofing work is being completed anyway as part of the addition or r�emodel, it is not included in Table 3 results., 8 Includes$188 estimated additional permit costs Page 3 of 3 2020-02-25 Agenda Packet, Page 1]8 of 185 (ALI FO RN 1A Ell [ 11GY (0 DES&STAN DAREIS A STATEMd[")YE [,J"Hd�,.JT'Y Title 24, Parts 6 and 11 Local Energy Efficiency Ordinances 2019 Cost-Effective n ess Study: Existing Low-rise Residential Building Efficiency Upgrade Prepared for: Kelly Cunningham Codes and Standards Program Pacific Gas and Electric Company Prepared by: Frontier Energy, Inc. Misti Bruceri &Associates, LLC Last Modified: December 19, 2019 Zff SOUTHERN CALIFORNIA Pacift Gas and ANOW MSoCal�Gas .j EDISON"' I�Fil Electric C01111111rally! Packet Page H 9 of 185 LEGAL NOTICE This report was prepared by Pacific Gas and Electric Company and funded by the California utility customers under the auspices of the California Public Utilities Commission. Copyright 2019, Pacific Gas and Electric Company. All rights reserved, except that this document may be used, copied, and distributed without modification. Neither PG&E nor any of its employees makes any warranty, express or implied; or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product, policy or process disclosed in this document; or represents that its use will not infringe any privately-owned rights including, but not limited to, patents,, trademarks or copyrights. 2020-02-25 Agenda Packet, Page 120 of 185 Table ^��Contents ��� Acronyms..........................................................................................................................................................3 1 Overview...................................................................................................................................................4 2 Introduction...............................................................................................................................................4 3 Methodology and Assumptions.................................................................................................................5 3.1 Building _—................................._—_ ................................. _—................................._— ...... 5 3.2 Efficiency Measures.... _—................................._— ................................. —_—................................._- 8 3.3 Efficiency Packages................................ _— ................................. —_.................................—_ ............. Q 3.4 Measure Cost.......... _—................................._— ................................... _—................................._—_. 9 3.4.1 ......................................—_— ................................. —_.................................—_-- 11 4 Results....................................................................................................................................................12 5 Recommendations& Discussion...—_—_—_—_—_—_—_—_—_—_—_—_—_—_—_—_—_-16 5.1 Recommended Efficiency Measures—_ ................................. _—................................._— ................... 16 5.2 Other Considerations....................... _— ................................. —_.................................................................. 18 5.3 Next Stems—_ ..................................._— ................................. —_ ................................. _—................ 18 6 References.............................................................................................................................................20 Appendix—California Climate Zone Map....................................................................................................21 Appendix B— UtilUvRaƒe Tariffs.....................................................................................................................22 AnpeDdiX[|—StaDdards Sec�oDs--------------------------------------�� 6.1.1 2019 Building Energy Efficiency Standards Section 1502Ud1|_— ................................. —_ .............. 32 6.1.2 2019 Building Energy Efficiency Standards Section 15O2(b)1E—_—................................. 32 6.1.3 2019 Building Energy Efficiency Standards Section 11O.9(b)4........................................................................ 33 AppendixD—Measure Tables.........................................................................................34 2QI9-I2-19 2020-02-2Agenda Packet, Page o1orzms List of Tables 'Table 1: �Prototype Characteristics,---..,................................. ................................. ................................. 6 Table 2: Efficiency Characteristics for Three Vintage Cases ................................. ................................... 7 Table 3: Measure Descriptions,&Cost Assumptions' ................................... ................................. ......... 10 'Table 4: IOU Utility Tariffs Applied Based on Climate Zone,..,..,..,.................................1.�..�..�..�..�.................................1.�..�..�..�. 11 Table 5: Final Financing Assumptions.............................................. ................................. ............................... 12 'Table 6: Summary of Single Family Results.,--..,................................. �..�..�................................. �..�..�......................... 14 Table 7: Summary of Multifamily Results........,................................. ................................. ............................. 15 Table 8: PG&E Baseline Territory by Climate Zone.......,................................. ................................. ............. 23 'Table 9: SCE Baseline Territory by Climate Zone,..,..,..,.................................1.�..�..�..�.................................1.�..�..�..�................. 26 'Table 10: SoCalGas Baseline Territory by Climate Zone.,..,..,.................................................................................................... 28 'Table 11�: SIDG&E Baseline Territory by Climate Zone.................................1.�..�..�..�..�.................................1.�..�..�..�..... 29 'Table 12: Real Utility Rate Escalation Rate Assumptions.,---..,................................................................................................ 31 'Table 13: CZ 1 -Single Family Efficiency Upgrade Cost-effectiveness Results...................................................................... 34 Table 14: CZ 1 - Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit) .........1.�..�..�..�............................... 34 Table 15: CZ 2-Single Family Efficiency Upgrade Cost-effectiveness Results............................................................ 35 Table 116: CZ 2-Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit)................. ....................... 35 Table 117: CZ 3-Single Family Efficiency Upgrade Cost-effectiveness Results............................................................ 36 Table 18: CZ 3 Multifamily Efficiency Upgrade Cost-effectiveness Results(Per U�nit)......................... ............... 36 Table 19: CZ 4 Single Family Efficiency Upgrade Cost-effectiveness Results............................. ....................... 37 Table 20: CZ 4 Multifamily Efficiency Upgrade Cost-effectiveness Results(Per U�nit)................................................ 37 Table 21: CZ 5 PG&E/PG&E-Single Family Efficiency Upgrade Cost-effectiveness Results.............................�..�..�..�..�. 38 Table 22: CZ,5 PG&E/PG&E�-Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit)............. ...... 38 Table 23: CZ 5 PG&E/SoCalGas-Single Family Efficiency Upgrade Cost-effectiveness Results...........................�..�..�. 39 Table 24: CZ 5 PG&E/SoCalGas- Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit).................... 39 Table 25: CZ 6-Single Family Efficiency Upgrade Cost-effectiveness Results.................. ................................. 40 Table 26: CZ 6-Multifamily Efficiency Upgrade Cost-effective n es s Results(Per Unit) .................................�..�..�..�.. 40 Table 27: CZ 7-Single Family Efficiency Upgrade Cost-effectiveness,Results ................................... ......41 'Table 28: CZ 7- Multifamily Efficiency Upgrade Cost-�effectiveness Results (Per Unit)....... .................................41 Table 29: CZ 8-Single Family Efficiency Upgrade Cost-effectiveness Results........... ................................. 42 Table 30: CZ 8- Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit).....................................................42 Table 31: CZ 9-Single Family Efficiency Upgrade Cost-effectiveness Results................... .................................43 Table 32: CZ 9-Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit)....................... .................43 Table 33: CZ 10 SCE/SoCalGas-Single Family Efficiency Upgrade Cost-effectiveness Results.................. .......44 Table 34: CZ 10 SCE/SoCalGas-Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit).....................44 Table 35: CZ 10 SDG&E-S,ingle Family Efficiency Upgrade Cost-effectiveness Results...................... .............45 Table 36: CZ 10 SDG&E�-Multifamily Efficiency Ulpgrade Cost-effectiveness Results(Per Unit).......................... 45 Table 37: CZ 11 �-Single Family Efficiency Upgrade Cost-effectiveness Results............................. .....................46 Table 38: CZ 11 -Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit) ............................... .....46 Table 39: CZ 12-Single Family Efficiency Upgrade Cost-effectiveness Results..........................................................47 Table 40: CZ 12-Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit) ..,................................. ...47 Table 41: CZ 13-Single Family Efficiency Upgrade Cost-effectiveness Results..,................................. .............48 Table 42: CZ 13-Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit) ..............................................48 Table 43: CZ 14 SCE/SoCalGas-Single Family Efficiency Upgrade Cost-effectiveness Results.,................................49 Table 44: CZ 14 SCE/So�CalGias- Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit).....................49 Table 45: CZ 14 SDG&E-Single Family Efficiency Upgrade Cost-effectiveness Results.....,.................................�..�..�..�. 5 0 Table 46: CZ 14 SDG&E-Multifamily Efficiency Upgrade Cost-effectiveness Results(Per Unit).,--............................ 50 Table 47: CZ 15-Single Family Efficiency Upgrade Cost-effectiveness Results...................... ............................ 51 Table 48: CZ 15-Multifamily Efficiency Upgrade Cost-effectiveness Results(Per .................................�..�. 51 Table 49: CZ 16-Single Family Efficiency Upgrade Cost-effectiveness Results.......................... ........................ 52 2019-12-19 2020-02-25 Agenda Packet, Page 122 of 185 'Table 50: CZ 16- Multifamily Efficiency Upgrade Cost-effectiveness�Results(Per Unit) ................................. 52 Acronyms ACH50 Air Changes per Hour at 50 pascals pressure differential ACM Alternative Calculation Method AFUE Annual Fuel Utilization Efficiency B/C Lifecycle B,enefit-to-Cost Ratio BEopt Building Energy Optimization Tool BSC Building Standards Commission CBECC-Res Computer program developed by the California Energy Commission for use in demonstrating compliance with the California Residential Building Energy Efficiency Standards CFI California Flexible Installation Cz California Climate Zone EDR Energy Design Rating EER Energy Efficiency Ratio HERS Rater Home Energy Rating System Rater HVAC Heating,Ventilation, and Air Conditioning IOU Investor Owned Utility kWh Kilowatt Hour MF Multifamily NPV Net Present Value PG&E Pacific Gas and Electric Company SCE Southern California Edison SDG&E San Diego Gas and Electric SEER Seasonal Energy Efficiency Ratio SF Single Family CASE Codes and Standards Enhancement TDV Time Dependent Valuation Title 24 Title 24, Part 6 TOU Time-Olf-Use 2019-12-19 2020-02-25 Agenda Packet, Page 123 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study 1 Overview The California Codes and Standards Reach Codes team has completed a preliminary cost-effectiveness study for existing bui'ldi'ng upgrades.Thi's analysis evaluated the feasibility and cost-effectiveness of retrofit measures in California existing homes built before 2006.A custo�mer-based lifecycle cost a�pproach to eva�luating cost- effectiveness was applied quantifying the utility cost savi'ngs associated with energy efficiency measures compared to the costs associated with the measures.This preliminary study updated a cost-effectiveness study completed in June 2018 (Statewide Reach Codes Team, 2018).The focus of this study wa�s to revisit the recommended retrofit efficiency measure and package cost-effectiveness based on current util�ity rates and updated measure costs. Additional efforts have been identified that will be evaluated and released in an updated Existing Building Efficiency Upgracle Cost-Effective n ess Study in 2,02,0.These include: Revisit base,case assumptions for different vintages Additional HVAC upgrade options including: • High efficiency equipment replacement as alternative to non-preempted upgrade • Air sealing and attic insulation at time of HVAC replacement • Improved duct insulation,tighter ducts, buried ducts Additional building envelope improvements • Higher ceil�ing insulation requirements • Address low-slope roof rep�lac,ements Lighting luminai're replacements in addition to lamp replacements Evaluation of electrification measures at equipment change-out and electrification-ready Additions: Installation of PV system when building an addition, and PV System Installation: Additional efficiency upgrade requirements when installing PV 2, Introduction The California Building Energy Efficiency Standards Title 24, Part 6 (Title 24) (Energy Commission, 2018b) is maintained and updated every three years by two state agencies,the California Energy Commission (Energy Commission) and the Building Standards Commission (BSC). In addition to enforcing the code, local jur,isdictions have the authority to adopt local energy efficiency ordinances, or reach codes,that exceed the minimum standards defined by Title 24 (as established by Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards). Loca�l jurisdictions must demonstrate that the requirements of the proposed ordinance are cost-effective and do not result i'n bui'ldings consuming more energy than i's permitted by Title 24. In addition, the jurisdiction must obtain approval from the Energy Commission and file the ordinance with the B,SC for the ordinance to be legally enforceable. This report documents cost-effective combinations of measures that exceed the minimum state requirements, the 2019 Building Energy Efficiency Standards, effective Ja�nua�ry 1, 20201,for existing single fami'ly and low-rise (one-to three-habitabl�e story) multifamily buildings when a remodel is submitted for permit.This analysis does not a�pply to high-rise multifamily bu�ild�ings (four habita�ble stories or grea�ter), nor to common areas categorized as nonresidential spaces within low-rise mu�ltifamily buildings. Each jurisdiction must establish the appropriate threshold for triggering the requirements, often based on the value of the project or percent of floor area impacted.Alternatively, a jurisdiction could require the upgrades described in this analysis at,the time of sale or listing of a home.,The analysis includes scenarios of individual measures, as well as package upgrades, and identifies cost-effective options based on the existing conditions of the building in all sixteen California Climate Zones (CZ) (see Appendix A—California Climate Zone Map for a graphical depiction of Climate Zone locations). 4 20 - 2- 2020-02-25 Agenda Packet, Page 124 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study This analysis does not evaluate the impact of retrofit measures on Title 24 compliance margins, as the proposed measures are required in addition to achieving complia�nce with all codes.The analysis uses a customer-based lifec,ycle cost approach for evaluating cost-effec,tiveness of the proposed upgrades, which requires estimating and quantifying incremental costs and the energy and utility cost savings for each energy efficiency measure. The applied approach establishes recommendations based on existing conditions and c,ost-effectiveness of each measure or package. 3 Methodology and Assumptions The general approach applied i'n this analysis is to evaluate performa�nce and determine co�st-effectiveness of various energy retrofit measures, individually and as packages. Both single family and low-rise �multifami'ly cases are considered,for three unique bui'ldi'ng vintages: pre-1978, 1978-1991, and 1992-2005.The vintages were defined based on review of historic Title 24 code requirements a�nd selecting year ranges with disti'ngui'shing features. The California Building Energy Code Compliance—Residential (CBECC-Res) 2016.3.0 (SP2 977) compliance simulation tool was used to evaluate energy savings for most measures, with the exception of those outside the code compliance scope. In these cases,the National Renewable, Energy Laboratory's Building Energy Optimization (BEopt) v2.8 software and the EnergyPlus v8.8 simulation engine were used. This analysis builds on the work completed for the 2016 Title 24 code (Statewide Reach Codes Team, 2018) and has been updated to reflect changes in measure costs over,time as well as current utility tariffs. Energy simulations were not re-evaluated in CBECC-Res 2019 because there have been minimal updates to the software that impact the energy use results.This was validated by evaluating the pre-1978 basecase model in climate zone 12 with the version of the CB,ECC-Res software for the 2019 code, and comparing annual energy use with that from the 2016 version of software. Both total electricity and natural gas use differed between the two version by less than one percent.Therefore,thi's analysi's can support ordi'nances adopted under either the 2016 or 2019 T'itle 24 code. 3.1 Building Prototypes W - The Energy Commission defines building prototypes which it uses to evaluate the cost-eff'ectiveness of'proposed changes to Title 24 requirements. For the multifamily analysis, the Energy Commission eight-unit,two-story, multifamily new construction prototype was determined to be representative of low-rise multifamily buildings across the state within the vintages evaluated under this analysis.A single two-bedroom unit was extracted from the multifamily building mode�l because CBECC-Res cannot evaluate building envelope air sealing for multifamily buildings.The two-bedroom unit was modified to be orientation neutral and represent the average properties of a lower floor and upper floor unit., Only individual, in-unit water heating and space conditioning systems we,re,evaluated.Additional details on the multifamily prototype can be found in the Alternative Calculation Method (ACM)Approval Manual (Energy Commission, 2018a). Average home size has steadily increased over time,1 and the Energy Commission si'ngle family new construction prototypes are larger than many existi'ng single family homes across California. For thi's analysis a�n existing home 1 http�s,://www.census.gov/cons,t/C25Ann/sftotalmiedavgs,gft.p f S 2019-12-19 2020-02-25 Agenda Packet, Page 125 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study model developed by the Energy Commission for residential ACM testing'was used with the following revisions. The original model inc,ludes an existi'ng 1,440 square foot space and a 225 squa�re foot addition. For this analysis, the entire 1,665 square feet was evaluated as existing space and features (i.e., insulation levels, glazing) were applied consistently across the entire bui'ldi'ng consistent with the existing home specifications in Table 2. Additions are not addressed in this analysis as they are already ad�d�ressed by the Title 24, Part 6 code. Table I describes the basic characteristics of each prototype. Table 1: Prototype Characteriistics 'Single Family Multi'fa�mi Existing Cond�itione,d Floor Area 11665 ft2 960 ft2 u n it Num. of Stories 1 1 Nu�m. of Bed�rooms 3 2 Window-to-Floor Area Ratio 13% 15% Three building vintages were evaluated to determine sensitivity of existing building performance on cost- effectiveness of upgrades. For example, it is widely recognized that adding attic insulation in an older home with no insulation is cost-effectivel however, newer homes will likely have at least some existing insulation in the attic reduc,ing the potential savings from the measure. The building characteristics for ea�ch vintage were determined based on either prescriptive requirements from the Title 24 code that was i'n effect or standard construction practice during that time period. Based on the vintages selected,this analysis covers homes built before 2006. Homes built between 2006 and 2012 are expected to be simil�ar in envelope characteristics to the 1992-2005 era homes, but inc,lude higher performing HVAC. Table 2 summarizes the assumptions for each of the three vintages. Additionally,the analysis assurned the following features when modeling the prototype buildings: Individual space conditioning and water heating systems, one per apartment or single family building. Multifamily buildings with central HVAC or water heating systems were, not considered in this evaluation. Split-system air conditioner with gas furnace. Efficiency defined by year of the most recent equipment replacement(based on standard equipment lifetime). Small storage gas water heater. Efficiency defined by year of most recent equipment replacement (based on standard equipment lifetime). Gas cooktop, oven, and clothes dryer. 2 Residential ACM test U12 can be accessed at the following website: http�:,// ww.b�wilcox.com/BEES/""""`cbecc20l6.htmil 6 2019-12-19 2020-02-25 Agenda Packet, Page 126 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Table 2: Efficiwencv Characteri*sfic,s for Three Vintage Case,s C zi Building Component Efficie Vintage Caaqu Feature Pre-19�78 1978-1991 19�92-2005 Envelope I I Exterior Walls 2x4 16"oc wood frame, R-0 2x4 16"oc wood framel R-11 2x4 16"oc wood framel R-13 Foundation Type& Insulation Raised floor, R-0 Uninsulated slab(CZ 2-15) Uninsulated slab(CZ 1-15) Raised floor, R-0(CZ 1& 16) Raised floor., R-19(CZ 16) Vented attic, R-11 @ ceiling level Ceiling Insulation &Attic Type Vented attic', R-5 @ ceiling level (CZ 6, Vented attic, R-19 @ ceiling level Vented attic, R-19 @ ceiling level &7) Roofing Material &Color Asphalt shingles,dark Asphalt shingles,dark Asphalt shingles,dark Radiant Barrier No No No Window Type: U-factor/SHGC1 Metal,single pane: 1.16/0.76 Metal,dual pane:0.791/0.70 Vinyl,dual pane Low-E:0.55/0.40 House Infiltration 10 ACH50 10 ACH50 7 ACH50 HVAC Equipment2 —�Heating Efficiency 78 AFUE(assumes 1 replacement) 78 AFUE(assumes 1 replacement) 78 AFUE Cooling Efficiency 9.,7 SEER(assumes 1 replacement) 9.,7 SEER(assumes 1 replacement) 9.,7 SEER Duct Location & Details Attic, R-2.1,30%leakage Attic, R-2.1.,25%leakage Attic, R-4.2,25%leakage Whole Building Mechanical Ventilation None None None Water Heating Equipment2 Water Heater Efficiency 0.,575 Energy Factor(assumes 2 0.,575 Energy Factor(assumes 1 0.575 Energy Factor replacements) replacement) Water Heater Tank 40gal uninsulated tank 40gal uninsulated tank 40gal uninsulated tank Pipe Insulation None None None —�Hot Water Fixtures Standard, non-low flow Standard, non-low flow Standard, non-low flow 1 Window type selections were made based on conversations with window industry expert, Ken Nittler., If a technology was entering the market during the time period (e.g. Low-E during 1992-2005 or dual pane during 1978-1991)that technology was included in the analysis.This provides a conservative assumption for overall building performance and additional measures may be cost effective for buildings with lower performing windows,for example buildings with metal single pane windows in the 1978-1991 vintage., 2Multifamily analysis assumes one HVAC and water heating system per apartment. 7 2019-12-19 2020-02-25 Agenda Packet, Page 127 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study 3.2 Efficiency Measures The methodology used in the analyses for each of the prototypical building types begins with a design that matches the specifications as described in Table 2 for each of the three vintages. Prospective energy efficiency measures were modeled in each of the prototypes to determine the projected electricity and natural gas energy savings relative to the baseline vintage. In some cases, where logical, measures were packaged together. Unless specified otherwise, all measures were evaluated using CBECC-Res. All measures are evaluated based on work required above and beyond any work triggered by Title 24 code requirements. Measures apply regardless of the scope of the remodel and are evaluated assumi,ng they are not otherwise required by Title 24. For example, duct sealing is required by code whenever heating and cooling equipment i's altered. For this analysis duct sealing was evaluated for those projects where it is not al�ready triggered by code (i.e., no changes to the heating or cooling equipment). Where appropriate, measure requirements align with those defined i'n Title 24.The one exception is the cool roof measure which a�pplies when a building is a�lready installing a new roof as part of the remodel.The minimum solar reflecta�nce value is more stringent than that required in Title 24, Part 6. Following are descriptions of each of the efficiency u�pgrad�e measures applied in this analysis. Attic Insulation: Add attic insulation in bui'ldi'ngs with vented attic spa�ces to meet R-38. Air Sealing&Weather-stripping; Apply air sealing practices throughout all accessible areas of the building., For this study, it was assumed that older vintage buildings would be leakier than newer buildings and that approximately 30% improvement in air leakage was achievable through air sealing of all accessible areas. For modeling purposes,, it was assumed that air sealing can reduce infiltration levels from 10 to 7 air changes per, hour at 50 Pascals pressure difference (ACH50), in the two older vintages (pre-1992) and from 7 to 5 ACH50 in the newer vintage. Cool Roof:: For steep slope roofs, install a roof'ing product rated by the Cool Roof Rating Council (C,RRC,)with an aged solar reflectance of 0.25 or higher and thermal emittance of 0.75 or higher.This measure only applies to buildings that are installing a new roof as part of the scope of the remodel; the cost and energy savings associated with thi's upgrade reflects the incrementa�l step between a standard roofing product with one that is CRRC rated with an aged solar reflectance of 0.25.This i's similar to cool roof requirements in 2019 Title 24 Section 150.2(b)lli but assumes a higher solar reflectance. Win�dow Replacement: Replace existing single pane windows with a dual pane product, which has a U-factor equal to 0.32 or lower and a Solar Heat Gain Coefficient (SHGC)equal to 0.25 or lower.This measure was only evaluated for the pre-19�78 vintage, which i's assumed to have single-pane, metal-frame windows. Duct Se Air seal all cluctwork to meet the requirements of the 2019,Title 24 Section 150.2(b)1E. For this analysis, a final duct leakage va�lue of 15 percent was applied, which corresponds to Option i in the Title 24 code section referenced. Water Heater Blanket: Add R-6 insulation to the exterior of exi'sti'ng residential tank storage water heaters. For the analysis, the water heater was modeled within conditioned space, which is a typical configuration for older homes.This assumption is conservative since a water heater located in unconditioned space will tend to have higher tank losses and installing a water heater blanket in those situations will result in additional savings.The energy savings for this measure reflect only water heating energy savings only, and do not include any impacts to the space conditioning load, which reduces space cooling loads and increases space heating loads.The impact on space conditioning energy used would be minimal. In most climates, with the exception of heating dominated ones,the combination of these two impacts results in net energy savings. This measure was 8 2019-12-19 2020-02-25 Agenda Packet, Page 128 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study evaluated using EnergyPlus.This measure was evaluated for inclividual water heaters only a�nd would not a�pply to central water heating systems. Hot Water Pipe Insulation: Insulate all accessible hot water pipes with R-3 �pipe insulation. In certain buildings which have slab on grade construction, and the majority of pipes located either underground or within the walls, most of the pipes will be inaccessible. For the purposes of this analysis a conservative assumption that only ten percent of the pipes could be insulated was applied. In buildings where pipes are located in the attic,, crawlspace, or are otherwise more accessible, energy savings will be higher than those presented in this analysis.This measure was evaluated using BEopt and EnergyPlus. Low Flow Fixtures: Upgrade sink and shower fittings to meet current CALGreen requirements, which �require maximum flow rates of 1.8 gallons per minute (gpm)for showerheads and kitchen faucets, and 1.2 gpm for bathroom faucets. Baseline whole house hot water use was based on BEopt assumptions and this measure assumed the upgraded fixtures reduce flow rates by ten percent for showerheads and 20 percent for all faucets based on a 2010 water use study(ConSol, 2010).This measure was evaluated using BEopt and EnergyPlus. LED Lighting; Replace screw-in incandescent lamps and compact fluorescent lamps (CFLs)with screw-in light emitting diode (LED) lamps.This analysi's was conducted externa�l to the energy model and evaluated replacement of both a single 45 W incandescent lamp and a 13W CFL lamp with an 11 W LED lamp operating 620 hours annually.Annual hour estimates were based on whole building average hours of operation from a 2010 lighting study by KEIVIA(KEIVIA, 2010). Lifetime assumptions were 1,000 hours for incandescent lamps, 10,000 hours for CFLs and 25,000 hours for LED lamps. Lighting Vacancy Sensors: Install manual on -automatic off vacancy sensors that meet the requirements of Title 24 Section 110.91(b)4.This analysis was conducted external to the energy model, assuming ten percent savings i'n operating hours for a single vacancy sensor installed on a switch controlling three lamps. Energy savi'ngs were calculated assumi'ng both 45 W i'ncandescent lamps and 11 W LED lamps, operating 620 hours annually.Annual hour estimates were based on whole building average hours of operation from a 2,010 lighting study by KEMA (KE,MA, 2010). 3.3 Efficiency Packages A few of the measures described above were also evaluated as part of a package.Three packages were developed as described below. Envelope & Duct Package—R-38 Attic ln�sulation�&Air Sealing& Duct Se Air sealing and attic insulation are very often applied as a package in building retrofits.The boundary between the living space and vented attics is where a significant amount of building air leakage can occur and sealing these areas as well as ducts prior to covering the attic floor with insulation is both pra�ctica�l a�nd effective. Air sealing, cluct sealing and insulation also directly address occupant comfort, a�s they reduce heat transfer, and result in more even temperatures wi'thi'n the building. Water Heating Package—Water Heater Bl�anketj, Hot Water Pipe Insulation,& Low-Fl�ow Fixtures: These three water heating measures are all relatively low cost and work together to reduce building hot water energy use. 3.4 Measure Cost Table 3 summarizes the cost assumptions for each of the measures evaluated. Costs were obtained from various sources, including local contractors, i'nternet searches, past projects, and technical reports. 91 2019-12-19 2020-02-25 Agenda Packet, Page 129 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Table 3: Mea,sure De,scriopti"on,s &Co,st As,sumpfionsl Incremental Cost— Incremental Cost- Measure Performance Single Family Build�ing Multifamily Residential Unit Source Notes Level in (SF=single fam,ily-MF=multifamily) Pr a 1978— 199922- Pre 1978— 1992- 1978 1991 2005 1978 1991 2005 $1.37/sqft ceiling area to add insulation to existing R-11 Attic Insu�lation R-38 $1,915 $1,548 $1,548 $500 $405 $405 Retrofit 2 insu�lation contractor $1.21/sqft to add insulation to existing R-19 insulation Air sealing 7 ACH50 $959 $959 n/a $341 $341 n/a Retrofit $173 materials&19.5 hours labor($40.30/hr common la,bor 5 ACH50 n/a n/a $959 n/a n/a $341 contractor' rate)'for SF.$67 materials and 6.8 hours labor for IVIF. Aged Based on$0.32/sqft roof area incremental cost for cool asphalt Coolroof Reflectance $577 $577 $577 $167 $167 $167 Research shingle product,plus a 10%contractor markup.Higher report3 reflectance values for lower cost are achievable for tile roof >0.25 products Window U�-factor/ 0.32/0.25 $9,810 n/a n/a $5,873 n/a n/a Retrofit 4 Based on$45/sqft window area installed cost SHGC contractor 15%of HVAC Assumes 4 hours of labor for SF and 2 hours per IVIF apartment Duct sealing nominal $240 $240 $240 $120 $120 $120 contractor with ducts in the attic($54/hr HVAC labor�rate)5+$24 material airflow for SF and$12 material for IVIF(per unit). Water heater Internet blanket R-6 $40 $40 $40 $40 $40 $40 search $20 blanket+Y2-hr labor($40.30/hr laborer�rate)5 Hot water pipe ;I -%% Internet $0.20/ft Of W pipe insu�lation.10ft total+1-hr labor($40.30[hr insu�lation 3/4 (R-3) $42 $42 $42 $42 $42 $42 search common labor rate)5 Showerheads at$34.74 each+sink aerators at$5,.37 each+1- Low flow fixtures CALGreen $126 $126 $126 $86 $86 $86 Retrofit 4 hr labor($40.30/hr common labor�rate)5.2 showerheads&3 contractor aerators assumed for SF and 1 showe�rhe�ad and 2 aerators for IVIF. $4 for LED dimmable A19�lamp 60W equivalent.$0.97 for an LED lamp 11W screw-in $4 $4 $4 $4 $4 $4 Internet eq�uivalent incandescent product which was used to estimate bulb search total rep�lacement costs.Cost based on a single lamp replacement Vacancy Sensor manual on, $30 $30 $30 $30 $30 $30 Internet $20 per sensor+1/4-hr labor($40.30/hr common labor rate)5. a uto off search Costs include contractor overhead and profit Source: Retrofit contractor pricing, including labor,obtained by Davis Energy Group through the 2012 LA County Retrofit Program (DEG, 2017). Codes and Standards Enhancement Initiative: Residential Roof Envelope Measures. 2013 Title 24. htlt " energV.ca-gov/t,itl�e24/2013st,andards/prerulemaking/documents/current/Repo�rt,s/Resident,ial/Envel�ope 2013 CASE R Roof M�easures Oct 2011.p f P://WWW 4 Source: Retrofit contractor pricing obtained by Davis Energy Group through the Stockton Energy Challenge neighborhood retrofit program (DEG, 2017). Labor rates are estimated from RSMeans(RSMeans, 2014). 10 2 0 2020-02-25 Agenda Packet, Page 130 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study 3.4.1 Cost-Effec veness A customer-based approach to evaluating cost-effectiveness was used based on experience with reach code adoption by local governments. Residential utility rates at the time of the analysis were applied to calculate utility costs for all cases and determine cost-effectiveness for the proposed measures and packages. First year utility costs were calculated using hourly e�lectricity and gas output from CBEC,C-Res and applying the utility tariffs summarized in Table 4.The applicable re�sidential time-of-use (TOU) rate was applied to all cases. Climate zones have been applied according to the predominant investor owned utility(IOU) serving the population of each zone., Climate Zones 10 and 14 are evaluated with both SCE/SoCalGas and SDG&E tariffs since each util�ity ha�s customers within these climate zones. Climate Zone 5, is evaluated under both PG&E and SoCalGas natural gas rates. Table 4: IOU Uti ity Tariffs Applied Baised on Climate Zone Climate Zones Ellectric/Gas Electricity Naturall Utility (Standard�) Gas 1-51 11-13, 16 PG&E E-TOUI G1 Option B S PG&E E-TOUI GR SoCalGas Option B 61 8-10, 14, 15 SCE/SoCalGas TOU-D-4-9 GR 7, 10, 14 E7 D TOU-DR1 GR SIDGM Source: Utility websites,see Appendix B—Utility Rate Tariffs for details on the tariffs applied. Utility rates are assumed to escalate over time, using assumptions from research conducted by Energy and Environmental Economics (H) in the 2019 study Residential Building Electrification in California study(Energy& Environmental Economics, 2019�). Escalation of natural gas rates between 2019 a�nd 2022 is based on the currently filed General Rate Cases (GRCs) for PG&E, SoCa�lGas and SDG&E. From 202,3 through 202,5,ga�s rates are assumed to escalate at 4% per year above i'nfl�ation,which reflects historica�l rate increases between 2013 and 2018. Escalation of electricity rates from 2019 through 2025, is assumed to be 2% per year above inflation, based on electric utility estimates.After 2025, escalation rates for both natural gas and electric rates are assumed to drop to a more conservative 1% escalation per year above inflation for long-term rate trajectories beginning i'n 2026 through 2050. See Appendix B—Utility Rate Tariffs for additional details. Cost-effectiveness was evaluated for all 16 climate,zones and results are presented as a lifecycle benefit-to-cost (B/C) ratio, a net present value (NPV) metric which represents the cost-effectiveness of a measure over a 30- year lifetime taking into account discounting of future savings and costs and financing of incremental first costs. A value of one indicates the NPV of the savings over the life of the measure is equivalent to the NPV of the lifetime incremental cost of that measure. A value,greater than one represents a positive return on investment. The B/C ratio is calculated according to Equation L Equation 1 Benef it — to — Cost Ratio _' NPV of lif etime benef it NPV of lifetime cost The benefit is represented by annual utility savings and the cost by incremental first cost and replacement costs. The lifetime costs or benefits are calculated according to Equation 2. 11 2019-12-19 2020-02-25 Agenda Packet, Page 131 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Equation 2 NPV of liff eti'me co�st or benefit 11' (Annual cost or benefit)t t=O (1+r)t Where: • n = analysis term • r= discount rate The following summarizes the assumptions applied in thi's analysis to both methodologies. 9 Analysis term of 30-years 0 Real discount rate of 3 percent 0 First incremental costs are financed into a mortgage or loan Table 5 summarizes the financing assumptions and terms that were applied in this analysis.The ana�lysis term is 30 years in all cases.The LED lighting and vacancy sensor upgrades are the only measures that are not assumed to be financed. Table 5: Final Financing Assumptions Loan Loan Term Rate Single Family 30 5% Multifamily 10 4% Simple payback is also presented and is calculated using the equation below. Simple payback=First incremental costlFirstyear utility cost sa t4ngs Equation 3 Maintenance costs were not included for any measures because there are no incremental maintenance costs expected for any of the measures evaluated.Any maintenance requi,rements,that would apply are similar to both the upgrade and the base case. LED lamp upgrade is the only measure with assumed replacement costs based on lifetime assumptions of LED and incandescent technologies and estimated operating hours. See the measures description in Section 2.2 for additional details. 4 Results Cost-effectiveness analysis was completed for the three vintages and both single family and multifamily unit prototypes. Evaluations looked to identify cost-effective energy upgrades for existing buildings at the time of a remodel. Results are summarized below as well as in Ta�ble 6 for single family and Table 7 for multifamily. Results of cost-effectiveness analysis along with energy savings are presented in Appendix D—Measure Cost- effectiveness Tables in Table 13 through Table 50 for single family and multifamily buildings, by climate zone., Site energy savings, cost savings,. measure cost, and cost-e�ffectiveness including simple payback and lifecycle B/C ratio are provided. Results are presented for each of the three vintages.Shaded rows in the tables indicate that the measure, is not cost-effective.The lifecycle B/C ratio threshold of one for the financed measures is roughly equivalent to a simple, payback of 20 years for single,family and 24 years for multifamily. For,Climate Zones 10 and 14, cost-effectiveness results are separated out for buildings in both SCE and SDG&E territories, which differ based on applicable utility rates. 12 2019-12-19 2020-02-25 Agenda Packett Page 132 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Some measure results do not differ between the vi'ntages such as LED lamp replacement and water heating upgrades.The water heating and LED lighting measures are cost-effective for both single fami'ly and multifamily in all cases. Cost-effectiveness for the envelope and seali'ng measures is dependent on climate zone and building vintage. A summary of these results i's provided below. Envelope & Duct Package—R-38 Attic Insulation&Air Sealing& Duct Seal All three of these measures are cost-effective for all vintages in inland, cooling climates, as we�ll as cold climates (Climate Zone 1, and 9-16 for single family and Climate Zone 1, 2,4, and 8-16 for multifamily). Duct sealing is cost-effective in all cases except for single family homes in Climate Zone 6 built after 1991 and Climate Zone 7 built after 1977; and multifamily in Climate Zone 5 PG&E territory and Climate Zone 7 built after 1991. Air sealing and attic insulation are less cost-effective in newer vintages in transitional and coastal climates.This package of measures is cost-effective in the following cases: Buildings built between 19�9�2 and 2005: Single family Climate Zones 1 and 91-16; and multifamily Climate Zones 11 21P 41 and 8-16. Buildings built between 19,78,and 19,911: Single family Climate Zones 1,4 and 8-16; and multifamily Climate Zones 1, 21 4 and 8-16. Buildings built before 19,78: Single family and multifamily in Climate Zones 1-16. Cost-effectiveness of the envelope and duct measures was better in SDG&E territory than SCE territory for both Climate Zone 10 and 14. Cool Roofi.� Cool roof is cost-effective for all vintages of single family homes in Climate Zones 8 through 15 and multifamily homes in Climate Zones 2,4, and 6 through 16. It is also cost-effective for homes built before 19,78 for single family i'n Climate Zone 2,41 6�, and 7 and for multifamily buildings in Clim�ate Zone 5. Window Repllacement:�Window replacements are only cost-effective in buildings built before 19�78 in single family homes in Climate Zones 10 i'n SDG&E territory only and 13 through 15; and in multifamily homes in Climate Zones 5 in PGM territory only, 10 in SDG&E territory only, and 11-16. Water Heating Package—Water Heater Blanket,, Hot Water Pipe Insulation,& Low-Fl�ow Fixtures: The package including these three water heating measures is cost-effective in all climate zones. Lighting—LED Lamps: Replacing either an existing CFL or incandescent lamp with an LED lamp is cost-effective in all climate zones.The lighting results in Appendix D report c,ost-effectiveness for replacement of CLFs with LED lamps. Replacement of i'ncandescent with LED lamps result in simple payba�cks of less than one year�. While vacancy sensors are cost-effective when incandescent lamps are assumed, once lamps are replaced with LED luminaires', most of the savings disappear and vacancy sensors are not cost-effective. In 20201, industry standard practice will be 45 lumens per Watt or greater for all lamps,which make the vacancy sensor measure not cost- effective. 13 2019-12-19 2020-02-25 Agenda Packet, Page 133 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Table 6: Summary of Sing e Family Results CASE CZ1- CZ2- CZ3- CZ4- CZ5- CZ5- CZ6- CZ7- CZ8- CZ9- CZ10" CZ10- CZ11- CZ12- CZ13- CZ14- CZ14- CZ15- CZ16- PGE PGE PGE PGE PGE SCG SCE SDGE SCE SCE SCE SDGE PGE PGE PGE SCE SDGE SCE PGE Pre- Ducts'/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ 1978 R-382/ R-38/ R-38/ R-38/ R-38/ Ducts Ducts Ducts R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ jAi r,Sea,13 AirSeal Air Seal AirSeal Air Seal Air Seal AirSeal Air Seal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Envelope 1978- Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ & Duct R-38/ Ducts Ducts Ducts Ducts Ducts Ducts R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ Package, 1991 1 Air Seal Air Sea,I Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal 1992- Ducts/ �Ducts/ Ducts/ �Ducts/ Ducts/ �Ducts/ Ducts/ �Ducts/ Ducts/ Ducts 2005 Ducts Ducts Ducts Ducts Ducts Ducts Ducts R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ Air Seal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Pre- 1978 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Cool 1978- Roof 1991 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 1992- Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 2005 Pre- Wind�ows 1978 Yes Yes Yes Yes Yes IMS1 Water All Heating Vintages Yes es, Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Package, LED All Lamps Vintages Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Ducts refers to the Duct Sealing upgrade,which calls for the air seal of all ductwork to meet the requirements of the 2019 Title 24 Section 150.2(b)1E., 2 R-38 refers to the Attic Insulation upgrade,which calls for the addition of attic insulation to a minimum level of R-38 in vented attics. 3 Air Seal refers to the Air Sealing upgrade,which calls for the sealing of all accessible cracks, holes and gaps in the building envelope at walls,floors,and ceilings., 14 2019-12-19 2020-02-25 Agenda Packet, Page 134 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Table 7: Summary of Multifami y Results 74- CASE CZ1- CZ2- CZ3- C I CZ5- CZ5- CZ6- CZ7- CZ8- CZ9- CZ10- CZ10- CZ11- CZ12- CZ13- CZ14- CZ14- CZ15- CZ16- PGE PGE PGE PGE PGE SCG SCE SDGE SCE SCE SCE SDGE PGE PGE PGE SCE SDGE SCE PGE Pre- Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ 1978 R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ Ducts R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ R-38/ Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Air Seal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Envelope 1978- Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ Ducts/ & Duct 1991 R-38/ R-38/ Ducts R-38/ Ducts Ducts Ducts Ducts �R-38/ R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ Package, Air Seal Air Seal Air Sea,I Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal Air Seal 1992- Ducts/ Ducts/ Ducts/ Ducts/ �Ducts/ Ducts/ �Ducts/ Ducts/ �Ducts/ Ducts/ �Ducts/ Ducts/ 2005 R-38/ R-38/ D u cts Ducts Ducts R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ �R-38/ R-38/ Air Sea AirSeal Ai rSea I Air Seal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Air Seal AirSeal Pre- Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 1978 Cool 1978- Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Roof 1991 1992- Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 2005 Pre- �1 Yes Yes Yes Yes Yes Yes Yes Yes Yes Wind�ows 1978 Water All Heating Vintage,s� Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Package, LED All Lamps Vintages Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Ducts refers to the Duct Sealing upgrade,which calls for the air seal of all ductwork to meet the requirements of the 2019 Title 24 Section 150.2(b)1E., 2 R-38 refers to the Attic Insulation upgrade,which calls for the addition of attic insulation to a minimum level of R-38 in vented attics. I Air Seal refers to the Air Sealing upgrade,which calls for the sealing of all accessible cracks, holes and gaps in the building envelope at walls,floors,and ceilings., 15 2019-12-19 2020-02-25 Agenda Packet, Page 135 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study 5 Recommendations & Discussion This analysis evaluated the feasibility and cost-effectiveness of retrofit measures in California existing homes built before 2006. A customer-based lifecycle cost approach to evaluating cost-effectiveness was applied quantifying the utility cost savings associated with energy efficiency measures compared to the costs associated with the measures. 5.1 Recommended Efficiency Measures Based on the analysis,the following cost-effective measures or packages of measures are recommended.The multifamily measures apply only to residentia�l spaces in lo�w-ri'se buildings (3 stories or fewer) and not to a�ny common or non-resi'denti'al spaces. Descriptions of each measure or pa�cka�ge a�re provided below. In most ca�ses, exceptions are defined which would exempt a particular project from a measure if certain conditions exist. These exceptions are based on existing on-site conditions and cost-effectiveness. Attic Insulation:Add attic insulation to a minimum level of R-38 in vented attics.This measure applies to homes according to vintage, building type and climate zone as defined in Table 6,and Table 7. Exception 1: Buildings without vented attic spaces and buildings with existing attic insulation levels greater than R-191 in Climate Zones 1-5 and 8-16 and greater than R-5 in Climate Zones 6 and 7. Air Sealing: Seal all accessible cracks, holes and gaps in the building envelope at walls,floors, and ceilings. Pay special attention to penetrations including plumbing, electrical, and mechanical vents, recessed can light fixtures, and windows. Weather-strip doors if not already present.Verification shall be conducted following a prescriptive checklist(to be developed)which outlines what building aspects need to be addressed by the permit applicant and verified by an inspector. Compliance can also be demonstrated with blower door testing showing at least a 3,0% reduction from pre-retrofit conditions.This measure applies to homes according to vintage, building type and climate zone as defined in Table 6 and Table 7. Exception 1: Buildings that can demonstrate blower door test results showi'ng 5 ACH50 or lower or can otherwise demonstrate that air sealing meeting the requirements of this ordinance was conducted within the last 12 months. Duct Se : Air seal all cluctwork to meet the requirements of the 2019 Title 24 Section 150.2(b)IE, with the exception that duct testing is not required to be verified by a HERS Rater.The duct system must be tested to confirm that the requirements have been met.The building department may allow the contractor to self-certify, may request to be present at the time of leakage testing, or may engage another thi'rd-party consultant to verify the duct sealing. See Appendix C—Standards Sections for additional details on the requirements per Title 24. This measure applies to homes according to vintage, building type a�nd climate zone as defined in Table 6 and Table 7. Exception 1: All exceptions as stated in the 2019 Title 24 Section 150.2(b)lE are allowed. Exception 2,: Projects that require duct sealing as part of an HVAC alteration or replacement must meet all of the requirements of Title 24, Part 6, including HERS Rater verification. Envelope & Duct Pac This is the combination of the Attic Insulation', Air Sealing, and D�uct Sealing upgrades listed above. Cool Roof:When replacing a �roof, install a roofing product rated by the Cool Roof Rating Council to have an aged solar reflectance equal to or greater than 0.251, and a thermal emittance equal to or greater than 0.75, regardless of the compliance approach (prescriptive or performance).This measure only applies to steep slope roofs (ratio of rise to run greater than 2:12) and to buildings that are installing a new roof as part of the scope of 16 2019-12-19 2020-02-25 Agenda Packet, Page 136 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study the remodel and where more than SO percent of the roof is being replaced.This applies only to certain homes according to vintage, building type and climate zone as defined in Table 6 and Table 7. Low slope roofs (ratio of rise to run of 2:12 or less) shall meet the requirements of Section 1SO.2(b)11ii of 2019,Title 24 Standards. See Appendix C—Standards Sections for additional details on the requirements per Title 24. Exception 1,: �Projects that are not installing a new roof as part of the scope. Only areas of roof that are to be re-roofed are subject to the cool roof upgrade. Exception 2: All exceptions as stated in the 2019 Title 24 Section 150.2(b)lli for steep slope roofs and 150.2(b),11ii for low slope roofs are allowed. Windows: In a few climate zones, window upgrades were found to be cost-effective for the pre-1978 vintage buildings with existing si'ngle pane windows but is not inc,luded as a recommended measure.The cost requirement for window replacement is significant and the margin for cost-effec,tiveness is lower than many other measures. Water Heating Package: Add exterior insulation meeting a mi'nimum of R-6 to storage water heaters. Insulate all accessible hot water pipes with pipe insulation a minimum of%"' inch thick.This includes insulating the supply pipe leaving the water heater, piping to faucets underneath sinks, and accessible pipes in attic spaces or crawlspaces. Upgrade fittings in sinks and showers to meet current CALGreen requirements. Exception 1: Water heater blanket is not required on water heaters less than 20 gallons. Exception 2: Water heater blanket not required if application of a water heater blanket voids the warranty on the water heater. Exception 3: Fixtures with rated or measured flow rates no more than ten percent greater than current CALGreen requirements. Exception 4: Water heater blanket is not required for multifamily buildings with central water heating systems. Lighting—LED Lamps: Replace all interior and exterior screw-in (A-base) incandescent, halogen, and compact fluorescent lamps with screw-in LED lamps. 17 2019-12-19 2020-02-25 Agenda Packet, Page 137 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study 5.2 Other Considerations HERS Field Verification: HERS field verification is not required to meet any of the requirements for the recommended measures unless the measure is used to meet Title 24 compliance. Measure installation shall be verified by a city building inspector or another third-party inspector deemed appropriate by the building department. While a HERS Rater is not required, one could be used as an alternative to inspections by the building department. Combustion Appliance Safety and Indoor Air Quality: Implementation of some of the recommended measures will affect the pressure balance of the home which can subsequently impact the safe operation of existing clom�bustion appliances as well as indoor air qua�lity. Buildings with older gas appliances can present serious health and safety problems which may not be addressed i'n a remodel if the appliances are not being replaced. It is recommended that the building department require inspection and testing of all combustion app�li'ances after completion of the retrofit work. It"s also recommended that jurisdictions require combustion safety testing by a certified professional whenever air sealing and insulation measures are applied, and existing combustion appliances are located within the pressure boundary of the building. Jurisdictions may also want to consider requiring mechanical ventilation in homes where a�ir sealing has been conducted. In older buildings, outdoor air is typically introduced through leaks in the building enve�lope�.After air sealing a building, it may be necessary to forcefully bring in fresh outdoor air using supply and/or exhaust fans to minimize issues associated with indoor air quality. Reguired Measures Included in Title 24 Performance Simulation: If any of the measure�s above are included in a performance Title 24 compliance report,, it's suggested that trade-offs be allowed as long as all minimum code requirements are met. For example, if a project is installing new windows and a new roof and insulating the attic and is demonstrating compliance with Title 24 with a performance simulation run, it would be acceptable if the installed roof did not meet the requirements listed above as long as this was traded off with either an increase in attic insulation or better performing windows.This would also allow trade-offs for projects that are installing high impact measures, such as solar water heating or whole house fans.This would require two simulation runs; however, it"s not expected this approach would be uti'lized often. Run#1 would evaluate the proposed bui'ldi'ng upgrades.This would also be the report submitted to the building department for the permit appl�ication demonstrating compliance with Title 24. Run#2 would also be completed with the mi'nimum ordinance requirements modeled for each of the affected bui'ldi'ng components. In order to show compliance with the ordinance the applicant would need to demonstrate that the proposed upgrades (#1)would result in annual time dependent valuation (TDV) energy use equal to or less than the annual TDV energy use of the case based on the ordinance requirements (#2). 5.3 Next Steps The focus of this study was to update the existing building upgrade cost-effectiveness study completed in June 2018 (Statewide Reach Codes Team, 2018), based on current utility rates and updated upgrade costs.Additional efforts have been identified that will be evaluated and released in an updated Existing Building Efficiency Upgrade Cost-Effective n ess Study in 2020.These include: Revisit base case assumptions for different vintages Additional HVAC upgrade options including: • High efficiency equipment replacement as alternative to non-preempted upgrade • Air sealing and attic,insulation at time of HVAC replacement • Improved duct insulation, tighter ducts, buried ducts 0 Additional building envelope improvements 18 2019-12-19 2020-02-25 Agenda Packet, Page 138 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study • Higher ceiling insulation requirements • Address low-slope roof replacements 0 Lighting luminaire replacements in addition to lamp replacements 0 Evaluation of electrification measures at equipment change-out and electrification-ready 0 PV r�equirements at time of addition, and 0 Additional efficiency upgrade requirements when installing PV 19 2019-12-19 2020-02-25 Agenda Packet, Page 139 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study 6 References California Energy Commission. 2018a. 2019 Alternative Calculation Method Approval Ma�nua�l. CEC-400-2018- 023-CM�F. December 2018. California Energy Commission. http�s://www.energy.ca.gov/2018publications/CEC- 400-2018-023/CE,C-400-2018-023-CM�F.pd California Energy Commission. 2018b. 2019 Building Energy Efficiency Standards for Residential and Nonresidential Buildings. CEC-400-2018-020-CM�F. December 2018. California Energy Commission. https://www.energy.ca.gov/2018�publications/C�EC-400-2018-020/CEC-400-2018-020-CMF ConSol. 2010.Water Use in the California Residential Home.January 20,10. http�://www.cbi'a.org/up�loads/5/l/2/6/5,126,8865,/2010 - chf water use study.pdf DEG. 2017. Large Scale Residential Retrofit Program. Prepared for the California Energy Commission by Davis Energy Group.January 2017. http�:,//www.energy.ca.gov/""""`2017p�ub�lications/""""` EC-500-2017-009/cEC-500-2017 0 KEMA. 2010. Final Evaluation Report: Upstream Lighting Program, Vol 1. KEMA, Inc. February 2010. r http�:,// ww.energ aweb.com/c �ucf'il�es,/18/fi�na�lupstre�amlightingevaluationre�port 2.pdT RSMeans. 2014. R&Means Residential Cost Data 2014. Statewide Reach Codes Team. 2018. Existing Building Efficiency Upgracle Cost-Effect ive n ess Study.June 8, 2018. https,://Iocalenergvcodes,.com/download/""""`378/""""`file� path fieldList ential�%120Retrofit%20�Cost-Eff%20 20 2019-12-19 2020-02-25 Agenda Packet, Page 140 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Appendix A California Climate Zone Map Bu�ilding Climate Zones Cahfo�r�nia, 2017' 1 6 EMBuilding Climate Zones, County Boundary .............. ON ............... ........... 21, California Energy Commission Source. AW111111 J I............. lift LA "I................. .............. j"1'4 161 15 116 16' ........... .............. 14 6, 01 50 '100, 200 �M I I es Sa�d,1 V15112017 10-20-43 AM 21 2019-12-19 2020-02-25 Agenda Packet, Page 141 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Appendix B, �- Utility Rate Tariffs PG&E ............................................................................................................................................................23 SCE ...............................................................................................................................................................25 So�CalGas......................................................................................................................................................28 SDG&E..........................................................................................................................................................28 Escalation Assumptions...........................................................................................................................31 22 2019-12-19 2020-02-25 Agenda Packet, Page 142 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study PG&E The following pages provide details on the PG&E e�le�ctricity and natural gas tariffs applied in this study.Table 8, describes the baseline territories that were assumed for each climate zone. Table 8: PG&E Baseline Territor by Climate Zone !_ r Baseline Territory CZ01 V CZ02 X CZ03 CZ04 X CZ05 T CZ1 I R CZ12 S CZ13 R CZ16 Y The PG&,E monthly gas rate in $/therm was applied on a monthly basis for the 12-month period ending January 2019,according to the rates shown below. Pacif ic G as a nd Electric Corn l3a ny, Residential Non-CARE and CARE,Gas,Tariff Rates January 1,2,018,to,Present IS/thertin) Mlinirnurn Advice Transportation TOTAL Residential Effective Letter Charge�2f Procurernent Transportation Non-CARE Date, Nurnber (per�da y), C h a rge C h a rge2f Schedules Charge3y (Non-CARE) ........................................................................................................................................................................................................................................................................................... Baseline I Excess Baseline Excess ........................................................................................................................................................................................................................................................................................... 01,101,118 39,18-G $,0 09,863 $,0 37310 $,0 9,1828::$,1469,25 $-12913 8 $.1.842'35 ...........................................................................................................................................................................................................................................................................:.......... 02101118 39,31-G $,0 09,863 $040635 $09,18281$146925 $.1.3246,3 1 $-1.87560 .....................................................:....................................................................... 3 941-G $,0 09,863 $,0 32103 $,0 9,182'8:::$,l 469,25 $-123 9,31 $.1.79,02'8 ................................................................................................. 04,101,118 39,59,-G $,0 09,863 $,0 34,783 $,0 9,182'8::$,l 46925 $-126,611 1 $.1.81708 ................................................................................................................................................................................................................:......................................................................... 05,101,118 39,69,-G $,0 09,863 $,0 2'6 99,5 $,0 9,182'8:::$,l 469,25 $.1.1882'3 $-1.73920 ...................................................................................................................................................................................................................................................................................... 06,101,118 39,80-G $,0 09,863 $,0 2'15 71 $,0 9,182,8::$,l 46925 $.1.1339,9, 1 $-1.68496 .................................................................................................................................................................................................................:......................................................................... 07,101,118 39,84-G $,0 09,863 $,0 2'248 8 $,0 9,34 3 8 $1495 0 2' $.1.15 926 $.1.719,9,0 .................................................................................................................................................................................................................:.................................................................... 08101,118 39,9,5-G $,0 09,863 $,0 28814 $,0 9,3438::$149,502' $.1.222'52' 1 $-1.78316 ...................................................................................................................................................................................................................................................................................... 09,101118 4,008-G $,0 09,863 $,0 2,5597 $,0 9,3438:::$,l 49,502, $.1.19,035 $.1.7509,9, .................................................................................................................................................................................................................:.................................................................... ....1.0,191,118.......4,0.1.8.-.G................$,.0...0.9,8.6.3......................$,.0...2,73.8.3...........$,.0..9'3438::$,149,502' 5.120 8 21 5.1.76,885 ...................................................................................................................... 11,101,118 4034-G $,0 09,863 $,0 35368 $,0 9,34 3 8 $1495 0 2 $-128 8 0 6 $.1.84870 .................................................................................................................................................................................................................:.................................................................... 12101118 4046-G $,0 09,863 $,0 4293 2' $,0 9,34 3 8 1$1495 0 2' $.1.3,6,370 1 $.1.9,2434 .......................................................................................................................................:..................................................................................................................................................... .................................................................... ................................................... ................................. Ti' 01,101,119, 41052-G $,0 09,863 $,0 43394 $10 9,9414::$1 5 90 6 3 $.1.4 2'8 0 8 $2.0 24 5 7 ]... ...I ..................................................................................................................I................................................................................................. ............................ ...................... ........................................... ........................ U n less oth erw ise n oted EffectiveJuly-1,2GGS,the Transportatio�n Charge will be no less than the 114inimurn Transportatio�n Charge of5G.G9M3(per day).Applicable to Rate Schedlule G-1 uly a nd do,es n ot a pply to su larnetered ten a nts o fma ster-metered cu storners serted u nder ga s Rate Sch edu le GS a nd GT Sch edu le�G-PPPS(Pu blic Pu rpo�se Progra rn Su rch a rgfe),n eeds to be added to th e TOTAL N o�n-CARE C h a rge a nd TOTAL CARE C h a rge for bill ca lcu latio�n. See Sch ed!,u le�G-PPPS for deta ils a nd exempt custorners. CARE Schedules include California So1ar Initiative(CSI),Exernptio�n in accordance withAdice Letter 3257-G-A. Per�dw ellin g u n it per�da y(114 u Itifa mily Serice), Per installed space per�day(114obilehorne Park Serice), This pmcurernent rate includes a charge of5G.G36W per therm to reflect account balance arnortizatio�ns in accordance withAdice Letter 3,1 57-�G. R�e s ide ii ti,a I lo i I I�c r-ed i t o f(�S 29,8 5)lo�e r-hi)u se[ii)ld,a ii ii ma I lo i I I�c r-ed i t ocic u the r-ea fte r-i ii the A p r-i I lo i I I cyc l,e Seasons,Mnter=;Nov-11dar Summer=;.A.prilOct 23 2019-12-19 2020-02-25 Agenda Packet, Page 143 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Pacific Gas and' Re4��sed 'CaL P.V11.'C'. Sheetft 43533-E E 'I CwTceffl',ag Re4��sed 'CaL P.V11.'C'. SheetNo 4,272,8-E foadc C im pany"' 'C'alliforma U139 SaviFrop"TOSCO, �El'l LIE CT RIC SCHEDULE E.-TOU S hee,t 4 RESDENTIAL TIIM�El'�-,OF-1,JSE,S�E,RV�����C�El,' RATES:� (CGnf'd,j OPTION B TOTAL RATES, Total Enargy Raties($per kWh), PEAK OFF-PEAK Summier,(a[l��usa,ge',) 0.,' 7188 (Rj $G_26,881112 (Rj W intar(611 usage) $0.2.3441 (Rj $G.,21561 (RI ��D el i'very M�in�im um B J 11 A nvowdt($,p�er�m et�eir�pe�r d ay) -112854 Califoo.,rnia C�imiate (per,hoousehold,p,er seim J-annual payment oc,icurfing in the April and Oet�cvlber biiflcyclem)� 3 9_4 Total bwidled service dharges shown onoustomer"'s Nis we unlif',,und���ed accordingto the c,am�paineiatt�ra,tes shawn bP,,,]G"w,,., Wheire the,de livery minim unt liill amount qp,,,'pliets,tthe ws't�Gmer S bill will eqlua�l��the suni,G��f(1)�the defivery'niiinimurn 13M anioounl��plus(2)For,buin,dled service I the geneiration rat�e himes the numi)er of k,W h used. Far ret-veinue a,c,iccvun1Jhg powposies,the revenues frcm the delive,,,.ry�rn��h��Mlum, b[1�1 arn,omt wil�]be a&&.,,Jgn&d to the Trans,,.,m ission,Transmission Rate Adjus'tmi�ente,,,RelialiJlily'Service,s, P�Ub�lic RuT�pos,e Rrogmmn s,,Nluc[ear��D ec�omm Jss""J'a"n 1,11 g Competifion"Transidon C hargets,En ergy,Cost,Riee,overy Amount,�DW R,Band,and New System Ge,ji,erali,oa.,n Charg es�biase,d an M h usage"Himets the correspiGinding un bmidled ral�e c,am�POne,,,,n't�, peer,k,Wh,W,,Rh any residual reavenue,azzigned to U1, BUNIDLING-3i OF OP"TION�B TOTAL RATES, Geni,e�frat`Jcm PEAK OFF-PEAK, 'Sumirnme.'��r�(,a�1�1�usage) $0.21238, $0 1 D932 Winter (all usag�,e) $0.1 D554 $0 08674 Di 5 1 rib�"'Ljb iion sulmnne,�r�("a�1�1�usag'e) $0.1 D7 I G (R) $0 1 D716 (R) Winter (all usa,ge) $0.07,853 (R) $0 07,853 (R) Tra,,nsm,iss�dn'(afl�usage.), $0.0246�9 (R!.), Tra,,n sm,iss�dn Rate,Adilustm,erls."'0111 usag'e) $0.0021114 Re),Iiabibty'Serwices,�" 41,11 us&ge) $0.002BO Puh,Olic Puirpose Programs(afll usi�g,e) $0.0 141113 Nudflsa)�r Deco�irn,,,m����ssio�ni�ing�,fai�l��usage) $0.00G20 Competition Tranzitibun Charges(a El usage) W.00132 EreTfgy'Cost usagre) ($O.'GaD05�) ��DWR Bovind(aEl�usage) $0.005D3 (R) New System Geineration Chaoirga,(all usag�,',e)"` $0.00228 Transmiss-ion "Transmiss-ion Rate Ad Y I justmentz an,d R',,eliabfli�t� ��Servite dharges are eanfb),ined for, p,,).,rease,ntatbn an c,�ust'ani�er bills, ��D istrilyu fian an,d�N e w S y&t�em Ge n eirab on C h a,rig,e s are,c am,1YJ�ne,�d fb�r ptriese n tafio�n o�n custom er b i 11 Is,. Th is samie as&).,iginrneml�,of revenues a,�ppfies,to direcat a cicesz and comnvuinity,choi ce ag g�regabon cuslomera. (Continued), Ad'vibe 5444-E Issue d b�y Submitted Deceniber'"18,,20,118, Oec�,sioa '18-08-0 13 Rb,,bert S.Ken,n,ey' Effeative, Jan�uary"1,20,19, Vic,er Plrersiden t,F?egula bry A ffb�,rs, R"'ashokit'j"on, 24 20 2- 2020-02-25 Agenda Packet, Page 144 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Pacific.Gasand Revised Cal". P,.U.C Shelet No. 34735-11G Ekct&Company Calf?cielfing, Revised Cal". P,.U.C Shelet No. 3-4691 U 39 California G AS,S C H ED,U L E G_.111 Shelet I R.Ell I IS I DENT IAL'SEIRVICE APPLJGABILITY:� T11his,rate s,,chedL.11,,L=r'.1 app�l���,es to natUT"M gasservi�icje,"to Gio�rer Eimd-Use.Customers,on FG&E,'-Mi T'rzainsrniss�!�ion and/or Distri�blldfion Systems "To q11UMifY',,se,rvice MUst be tai, s�!�ngjle farnily��prern�lis�es,for res�!�d.enti,41�Use, ��n6�Uding tho,ser�����n a multifamily,oomplex,and to commmon ajrer,24S,1�n a muffifajm[l�y oarnplex GM,GS3,1,or(33T alre not applicable. Cernmon area accounis,thal�alre serjparat4l�y imelered by PG&E,haver an oplijon, of switchling tai,aoa�r,e,cornmercizil� Commlon zaire.,3 ac;oountr,are thilose 3COOL.Ents"that pruruide&-as,servioe to ouirnrnon use ajr,eias as deffined in R11L11e 111 Per D 15-10-0,32 taind D.1118-0:3-01117,1,tranqporlafiio�n rates��nGlUde,G HGil Ciampliance Cust lb,r� ...... are di�rectly,bi[14d bry the,Al��r'RerOL.Mraes Boaff'd j(',ARB,),,, Le mwered eintities,,are ex.fempl fromi paying AB312 GIRG thrOIILQ��h FG&EI's rates 7L A"',C;ap,ii-i�ind�,'T"�iri-ide�,Giost�Exxemption'"orejdft for EKeseoostr,wiF����be shown arr,a line item on bills 3,4 TERRITORY: SzKerdule,Gii-1 applies ewre-,rywhere wwfth�!�n PGOISEs naft.[Fal g3r,,Se�irviee,Terridzir Y, RATES,:� Cuslorners on this,schediulie pil-4y'3 alnd a,Transporlation Charger,per� rnloeler.as shown b�ieliow T'Ker T`rajnsportation Glharger will lbe,�ino��ess tfian tKer PAfinlirn um ch�,,RT,OR._�as fo[l��aws: MinliMILM T"ransportation Glharq�,e:SE Per Day, $011 Oig"(18,153 Per'T'Ke.,rm ��B arr,el i n�,er E XOE.Ss Procurement $0 43.394 $U 433,94 (1) $0&,1,941114 $111 1590&31 (11, T'otal: $1 428H, $2,0,24,57 (1) Natural Gias Gkimale,Credit ij($2`5......45") (per HOLIsehold,1,annual psyment oocurr��ng cayole,iiand in the,Ajpril�bill Gy'ale") Pub�l�i�,,c Purpose,Rrlmi Surdhagle, Cuslorners served sched414 are,SUbject"to a gar,Plflb[!�!C PlUnposer Program(PPP) Silux,chairgie under Socheduler G-FlPPS See Pre[!�minary,St-atament, Paxt B,for"the Diefmfll�T`ah�ff'Rat.e,Components. T11he, on thiS 5GKerd11L11e, equivalent�tai,thie rale shvlown on!��rifonmaliio�inajl SzKerdule,(3-CF-43as PrOCI.Fre.,meM Service tia,Core�lE�'nv(d-Use,Cu��r,�tio��me��rs FT(73,&E's,gars tiar��ffs are wivaJ I�Iab�l�ie online at wwvm pgie com. Gove.,red eniifies,are nval�exvernpl fromi payipg cosIs assoicialed with LUAF(33as and Gas Used 1by-Company FL.vci[!�,'fies. "The ex.femption uedil�,wfll b�ie eq, 11U31"to��the effeclive non-exernlipl�,A,B,32111,(33 H131i Gompfian/z,e Cosl�Rate($,,pev-therm) in�,r,lukded��n Statement—Flart B,,irm.1fliplied b"y theCtIStOrner's billed v6l�umes(therrns)for'e,ach, biffl�ngj 4 P(3&EwiF��iupdzite,��--ts 6111ing system anmja[l�y to refleoct nemwly��exxi-ampt or ineowly"ex.,,c1Ud4,.,d oustomerir,to coniform wth of Direally B�iii�l��ied'CIILI�r,'ta�irne�flir,pruvid4A annually,by the,ARB. The c,,harge,does not apply,"to SlUbmeltered tenants 0,11SIDnISIrs,serirvemrd under garr,rate Sochedules jG3,S alnd G"T Continued" Advicie 40,561"92-G Issued b Submitted 118 December 21 Decis,kan 9T.-ID-ID65,&98- Robert S.-Kelinney Effelictive Ja,ikuaTy, 1 11�9 07-021,1 E), Vice P�rei�,,si6ant� rs, Riesalutrran SCE 25 2019-12-19 2020-02-25 Agenda Packet, Page 145 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study The following pages provide cletails on are the SCE electricity tariffs applied in this study. Table 9 describes the baseli'ne territories that were assumed for each climate zone. Table 9: SCE Baseline Territory by Climate Zone Baseline Territory CZ06 6 CZ08 8 CZ09 9 CZ10 10 CZ14 14 CZ15 5 D,e1h,7,e.Ty,, Generation Total Rate ( -,,'Peak,11411:00 m "9,:00 M) On,. "P "P E,,ne,,,r,,gy, Charg-e - S/kINVI Sun,in,ie,,,r Se,,,,,asi,o,n - 0,,n-P,e,,,,,ak- 10-1,�918 8110 10-210072 10-399,52 ml',d-p,e,,,,,ak. 10-1,�918 8110 0_1059148 10-258,28 OfT-Pe,,,,,ak- 10-1,5 5 7114 10-1060,23 10-21,597 Winte,,,r Se,,,,,asi,o,n - ml',d-p,e,,,,,ak. 10-1,�918 8110 10-1083,08 10-281,88 OfT-Pe,,,,,ak- 10-1,5 5 7114 10-11,3109, 10-26883 S up e,,,r-0 f f-P e,,,,,ak- 10-1,51G6,2 10-10 1,344� 10-1,641,06 B asi e Char ��ge- SI&y, Si"n' a-le-Fanil"ly Residence 10-1031, 10-1000 10-1031, L711' "' Multi-Fanil"ly Residence 0_1024 10-1000 0_1024 Mininmna C.Ihai-ge - S/day, Si'n, cfle,Faniily Residence 10-338 10-1000 10-338 L711' "' ' Multi-Fannil"ly Resil"dence 10-338 10-1000 10-338 Rasi,eti'n, elli, C.11111-edl[t - S/kINVI (0.0651 L2�"1 10-100000 (1c) (),6515"1,,2�� 26 2019-12-19 2020-02-25 Agenda Packet, Page 146 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Dleliv,er,� Generadon Total Rate Ener,gy Charge- Summe,,,r Se,,,,,asi,o,n- 0,,n-P,e,,,,,ak- 10-1,59,1126 10-1,98 1,1, 10.3 5 73 7' ml',d-p,e ak. 10-1,59,1126 10-1,10091,12 10.26018 Off-Pe,ak- 10-108310,8 0_104687' 10.1,29,95 Winter Se,,,,,asi,o,n - ml',d-p,e,,,,,ak. 10-1,6268 10-1,676 1, 0_3310291 Off-Pe,,,,ak- 10-108,1081, 10-1043 3 1, 10.1,24 1,2 Super-Off-Peak 10-108081, 0_1043 3 1, 10.1,241.2 Cusi"tamer Char - S/day, 10-395 10-1000 10-395 YS Weekda s Weekends,anid Holida Y" 'TOU Pedold Sur Summ,w, Wint,er nmer, Winter, d 1 4 P,.m On-Peak 91 P M., pl.m. Mid-Peak �4 �p.m. 91 p.m. P.m�, gl , �4 4, p.m. 9,p M. 8,&nl 8,a_m. Off-Peak All otber hou,,,rs 9 P.m. A11 oth,er hours 9 p.m., Super-Off-Peak 8 a.m 81a.m. - 4 .................. Y ea,r AN, u,n un, �r,k "'r,11)"s Win'teril k'N,,V`bl (ke"t A111 Raw, ne on 7.9 4 c)9f 16.5 1:j!.-1 1 021 31 1��01 1 S., 5 ro 121,111,.3 17.01 fill AP .6, 13 Am .3, 7 low, 4 15 13 9"1.9 1j S"'* 2 16, 14.4 11,11' .............................. 27 2019-12-19 2020-02-25 Agenda Packet, Page 147 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study SoCalGas Following are the SoCalGas natural gas tariffs applied in this study.Table 10 describes the baseline territories that were assumed for each climate zone. Table 10: SoCalGais Baseline Territory by Climate Zone Baseline Territory CZ05 2 CZ06 I CZ08 I E, CZ09 1 CZ10 � 1 CZ14 2 CZ15 1 SOUTHERN CALIFORNIA GAS COMPANY Rel;i&ed L P.U.C.SEEET NO, 5,58 54-G LOS ANGELES,�.",.UZFOTIZA Rel;ried L RU.C.SHEET NO, 5,582&G Sch,edule No.GR Slieet,I PISIDENTIAL SERVIC E (Includes GR.GR-C and GT-R Rates) APPLIC"'ABELITY The GR rate,is applicable,to,natural gas procitrement service to indi-vidtially metered residential custoniers The GR-,C,,,cross-ol,,er rette,is a core plocurement option for indi-vidually metered residentiod core muisportation customers witli annual consumption ol;er 50,000 therms,as set forth in Special Condition 1,10 The GT-,R rate is ap'plicable to Core Aggxeization Tnansportation(�CAT)service to indilridually metered residential customers,asset forth in Special Condition 11. The,California Alternate,Rates for Energ��,,(CARE)discount of 20'1,6,reflected as a se arate,line,item on P the bill.,is applicable to inconae-qualified households tliqt meet the requirements for the CAPLE Prog am asset forth iii ScheduleNo.G-CARE, TERRITORY Applic.able througliout thesenice,territoi7,. P_k T E S, GR Gp"C' 'GT_1R Customer Q`h�,per meter per day���... ....... ....... .....1,6.43 Sc 16 43,8�o 16.43&c For"Space Heating,Only""'cu;stoniers,a daily Customer Charge,applies during,the winter perio,d �from Nol;ember 1,tlirou;2h April 30 V:... ... ... 33.1,49,c 3 3 14,91 33149�c Baseline Rate.,per flienn(�.rseline usage defined in Special Conditions 3 an'd 4): Y,..... ...... ..... ...... ...... N,"A Procurement Ch.arge: ... 41.589,c 42 6760 R Tra3ismission Charge: .... ..... ..... ....... ...... 635660 6 3 5,660 63.5 660 Total Baseline Charge: ... ...... ...... ...... ...... 10,6 242 c�� 63.566c R .N'Q�n-Baseline,Rate.,per therm(usage in exwcess of baseline usqge): 21,..... ...... N,"A Procurement Ch.arge: ..... ...... ...... ... 41.589,c 42 6760 R Tra3ismission Charge:..... ..... ..... ....... ...... '996.8060 9116 80601 961060 Total Non-Baseline,Charge:.. ..... ...... ...... 13 83915-0 139,48,20 96.8�m� R For the siturmei period beginning May 1 throtigh Odob�ex, 3 1,,with&o,me,exceptions.usage,will be acci,imula ted to at least 20,Ccf(100 cubic feef)be,fore billing- (Footnotes continue next p,age.) (Co n tin ue,d) (TO BE KriERTED,BY 1, 117Y) GSUED BY (TO BE,FNSERTED�BY CAL FUC) ADVICE LE7rER N0. 5410 Dan,Skop,ec -susm7rsio Jan 7,�2019 DEC1310N N0 Vice President EFFECTIVE, J'qn 10,,2019 ICIF Regdatory Affairs ?,ES'0L11JT10NN,0. G-33511 28 2019-12-19 2020-02-25 Agenda Packet, Page 148 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study SDG&E Following are the SDG&E electricity and natural gas tariffs applied in this study.Table 11 describes the baseline territories that were assumed for each climate zone. Table 11: SDG&E Baseline Territory by Climate Zone Baseline Territory CZ07 Coastal CZ10 Inland CZ14 Mountain SOAN ReVi�sed Ca,I F.U C.S,",,h es,t N,o. 3132G-E 5an Diego Gas&Eiect.ric Company a[iifbmia, Canoeling Revised Ca I F".U C. ee t N o. 311:03-FE San 134g,cs,CL SCHEDULE TOU-DR1 Sheet 2 RESIDENTIAL TME-OF-USE RATES To ta I 111"11"Ra,tes'. Desicirip,tioin—T'OU DRI UDC Total,Rate DWIR-BiC EECC Rate+ TM41 �Rate DW"R,Gredit Rate Siiun,ii mer: Gn-Ftmak D.,2!9 5,5 2 �R 0,005,133 R 0 350 13, R 0,65078 �R .2 Off-ptmak 0!9552 �R 0,005,11 R 0 112, R 04,1300 �R 3 '39 R 0 35804 �R suiper Off-Reak 0.295,52 �R 0,00541 R 0 057, W''inIer: On-fleak 0.32:037 �R 9,005,(13 R, 0 97d18 R 0 Q 158 �R Z 3 Off-fleak 0.32037 �R 0,00541 R 0 0,6762 R 039302 �R R 0 3835.2 �R SuiperOff-Reak 0.32:037 �R 9,005,(13 R, 0 05812 S�ammer up,tal 1092-1) 1 't,20%of Baseline Winter Ras4ine Adjustnent Cred;,?t i la, (D.'t'8q5'3 I �'O 16253", 11 11,30%of Baseline jMnimum BJ1�Vdaj) 0329 0.329 EECC Total Desicriptioin—TOU UDC Total DWR�Bcl Rate,+ T'DtAl E�ctive! DRI Rate Rala �DWR Rake Care Rialm Gredit Siun,ii mer — CKIRE Rat,es,: On-Fleak 0.29*94 R O.MODD O.MOIS R 0&4507 �R 0.411528 R Off-Fleak 0.29*94 R O.MODD 0.11:235 R 04,3729 �R 0.26077 R 3uper'DF-Peak 0.29*94 R O.MODD 0.9 6:7,331P R 0 3 5 23,3, �R 0.224,83 R Wini—C ARE Rates,,: On-Peak, 0,+,1 H1512 R O.GWD,,D 0�0781S R 0 3,0527 �R, 0.2533,25 �R" Off-peak, 0,+,1 H1512 R O.GWD,,D 0�G 0371,2 R 0 387,11 �R, 0.24770 �R" SuiperOff-Peak 0_1411 H1512 R O.GWD,,D OZOSU R 0 37781 �R, 0�24142 �R" Siommer Baseline Ac�u!ilment Credit up to 0.1 W21) (0 19921 �,0.1 3028) 11"Y'D%of Bass,fine Wnuar Baseline AA,u5iment Credit up to (G.1 d'&53) (G I bmz) (0.11022) LW%of Baseline jVlinimum Sifl('VIday) 0.104 0�104 0�154 Note: ,(I) Raies,con,sJst of U DC,3,chedu[e D�VR-BC(Deparment of Water Resou'rces Beaim,d Charge),&nd 3,chedu�O,EECt7 (EkerclOr,Eir�ergy Ccrmmadily Cost)rai vAlh the E ECC7 rates refledir g a DWR C redit. ,(2:) 7'ou,"11 RaIes pieseirybed&',re forr C1JStO115P,,1rs 1hat ineceive comimiadity su,',pply and deFveiryseirviceftm Utility. ,(3) DIN R-BC ch arges do i appl�to CAR E cu!sbo.mers. ,(4) As,irdeintified i in th e ra tes tab[es,cu!sbomer bi!Is will a lso ii,inc-Iude,I irve-Nern 5111�Rdr an d wi n1eir icredin fcor ILMS ag,#R U�p tO ate capping boeinefit's adoa ted by Assembly B111 NX and Seinate,&I'll 5,C45 'N 30%of ba seli n e to pirowde,the ra P (Cointiinui"ed') 2G11 1ISSUed FIFY Submited Dec 2'9,.2018 Advios,Ur.Nz�,. 33 2&E Dan Skolpec Effactive Jan 1.20 1 19 Vica,President Decision Nica. R,eq1L1[at,'ory Affairs RIeS01116101n N"D 29 2019-12-19 2020-02-25 Agenda Packet Page 149 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study s AF 7G Revised C F.U.,C'.Shee"I",N1113'. 2363,14,-G3 Sam Diegicv,,Gas&Electrlc Company San D*go,CalifamJ,a C,an celing Revised C F.U.,C'.311h,ee"I'l N1113'. 2361,01-G SCHEDULE GIR, RESIDENTIAL,NATURAL GAS SERVICE Uncludes Ra,,,,,tes, lof GRR G,R7C,,,,GT'CI,G'T,C,A APPLICABILITY The,GR,rate��s appl icable to 1111ZA[ra I ga s procui,ernent,seirvice fof�i n,,,,d[Vid ua,I Ily,metei,,edl res i denti a I custonlers.. The GR-C,1, cross-over F��ite, is a care proCtilrernellit optioili ffor n,*AeFed, resWentia] care, transpartalioili CLI:Storners with zailirru'a I cu,-vsu n1ptim ov er 5 G,000 thems,as set foft Ili i41,'S pe ci a I Gond it i o�ili'I fo. The GTG(GTC_A rzate is zippli'm[Ne to intr,asbtle, gas sefvices to indi'viduafly metened res�ident�a]�CLISblmerscas set,fbfth iii Special Conlidilbili 11. Customers takliiig servi'tpl mill th[s schedule,nizay beel igible for a 20%Calffomia Altemate,Rate for'Energy J,CARE) ragrlw cl,iscount,y reftected as a se,'par�,#e!1hie itema,,,ii the bil,11,If theyqualify"to rece[ve,sefm-Ce Under the terms and cmd,ftimons,of SchedLilleG—CARE. TERRITORY Wth i n,the ent're,te rrito ry,se Ned natu ra 1,g as b, the W ity. RATES GR GR7C GTQj(GjTGA`P' basaftne "Milied Hii Special Conditioilis 3 O,,,,n,,d Baxsehne RxTte per themi ase usage de Procumnie,nt Clha rlge .......... ....... $0.41,614 R NIA Charq&: ........... ....... $1.01230 S1.01,230 51.01230 TuLal Beaseline Chzugie $1.421,844 $,1_428,44, R $,1.0123 G age rr'n,(u& in excess of,talasel ine,usiage)", NbnBlzasse[�hel Rl per the Procweme,nt Charlge", $0.416,14 $0.41614 R NJA 9 Transm8slo"O'1111 CNIrge] $1.1,-9,8 G $11.199, $11.11919180 T6,0,I Nocn-Bzase,Ii ne Cha,rgie.,', $1.615,94. 51.61594 R $1.11919191D Miiiimum,D�1�� per,dzy., Nm-CARE custorners,:, ............. $0.0-91863 $0.098 63 $0.099,63 CARE custornersz:, ...1.1.1..,.,.,1.1.1..,.,.,,. $,0.0 789,0� $0.07890 $0.078 DO V The',ira,tes far im,re train, Ousloinimer-m"with th,e exce,ption of'rLjs,tomP_,,Ts tak,i,ng s-enikae,under S,abediiL�,de GT M33V iincliude,,any FER:C Sli,ettilement Frcceeds,Memorandum ACC,i'DIUM(F"SFM Aj ciredii't adi-L'Ism' 'ents'. 2� Thisch,arge,is applisable,to Utilily�Provili r en,t Ciust'armers a, d incl ud.es the G RC and. G PC,-A Procurernent Cliarges shawn in lule GPC wbibh, &,rle sub ect to ch ange mionth ly as set ffbartlh In Sqpedia�l Carnolli.ion T Effectiiil starling May 1,2017,1he rnini�TWM lbliill Is ci.�Iculated as theiminimum $43.098)53 per day t"imes $3, p&,r imon'th" ) w""11i a 2G% disal applie_,,d for CARE diii-, inuinimblo-er of"days lin ffi�e b�,T[ing (L CILI s tcvm er ir s ult im,g,ii n a rn i��n,i��rn u rn��b il]ch airge of K.D 7 BOO per d sy(a p prox i�rn ate,,Iy$2 4D per imonth)., Curn tn U ed) 1 G5 I ssii.,ied by S Ll bm,,,Jtta_,,d i�an 7,2019, Advice,Dr.Nio. 2735-G Dain�Skopec Effecd'Vp?, Jan 111,20'19, V i cle,FrIel s i d e n t Decis,ijlan No_ Regu latury,Affa[,is, ll 30 2019-12-19 2020-02-25 Agenda Packet, Page 150 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Escalation Assumptions The average annual escalation rates in the following table were used in this study and are from ET's 2019 study Residential Bui'ldi'ng Electrification in California (Energy& Environmental Economics, 2019).These rates are applied to the 2019, rate schedules over a thirty-year period beginni'ng in 2020. SDG&E was not covered in the E3 study.The Reach Code Team reviewed SDG&E"s GRC filing and applied the same a�pproach that E3 appl�ied for PG&E and SoCalGas to arrive at average escalation rates between 2020 and 2022. Table 12: Real Utility Rate Escalation Rate Aisisumptims Statewide Electric Natural Gas Residential Core Rate Residential (%/yr escalation, real) Average Rate (%/year, real) PG&E SoCalGas S,DG&E 2020 2.0% 1.48% 6.37% 5.00% 2021 2.0% 5.69% 4.12% 3.14% 2022 2.0% 1.11% 4.12% 2.94% 2023 2.0% 4.0% 4.0% 4.0% 2024 2.0% 4.0% 4.0% 4.0% 2025 2.0% 4.0% 4.0% 4.0% 2026 1.0% 1.0% 1.0% 1.0% 2027 1.0% 1.0% 1.0% 1.0% 2028 1.0% 1.0% 1.0% 1.0% 2029, 1.0% 1.0% 1.0% 1.0% 2030 1.0% 1.0% 1.0% 1.0% 2031 1.0% 1.0% 1.0% 1.0% 20-32 1.0% 1.0% 1.0% 1.0% 2033 1.0% 1.0% 1.0% 1.0% 2034 1.0% 1.0% 1.0% 1.0% 2035 1.0% 1.0% 1.0% 1.0% 2036 1.0% 1.0% 1.0% 1.0% 2037 1.0% 1.0% 1.0% 1.0% 2038 1.0% 1.0% 1.0% 1.0% 2039, 1.0% 1.0% 1.0% 1.0% 2040 1.0% 1.0% 1.0% 1.0% 2041 1.0% 1.0% 1.0% 1.0% 2042 1.0% 1.0% 1.0% 1.0% 2043 1.0% 1.0% 1.0% 1.0% 2044 1.0% 1.0% 1.0% 1.0% 2045 1.0% 1.0% 1.0% 1.0% 2046 1.0% 1.0% 1.0% 1.0% 2047 1.0% 1.0% 1.0% 1.0% 2048 1.0% 1.0% 1.0% 1.0% 2049, 1.0% 1.0% 1.0% 1.0% 31 2019-12-19 2020-02-25 Agenda Packet, Page 151 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Appendix C - Standards Sections 6.1.1 2019 Standards Section� 150.2fp�)l I Roofs. Replacements of the exterior surface of existing roofs, including adding a new surface layer on top of the existing exterior surface,shall meet the requirements of Section 110.8 and the applicable requirements of Subsections i and ii where more than 50 percent of the roof is being replaced i. Low-rise residential buildings with steep-sloped roofs, in Climate Zones 10 through 15 sha�ll have a minimum aged sola�r reflecta�nce of 0.20 a�nd a minimum thermal emittance of 0.75., or a minimum SRI of 16. EXCEPTION TO 150.2(b)lli:The following shall be considered equiva�lent to Subsection i: a. Air-space of 1.0 inch (25 mm), is provided between the top of the roof deck to the bottom of the roofing product;or b. The installed roofing product has a profile ratio of rise to width of 1 to 5 for 50 percent or greater of the width of the roofing product;or c. Existing ducts in the attic are insulated and sealed according to Section 150.1(c)9; or d. Buildings with at least R-38 ceiling insulation;or e. Buildings with a radiant barrier in the attic meeting the requirements of Section 150.1(c)2; or f. Buildings that have no ducts in the attic;or g. In Climate Zones 10-15, R-2or greater insulation above the roof deck. ii. Low-sloped roofs in Climate Zones 13 and 15 shall have a 3-year aged solar reflectance equal or greater than 0.63 and a thermal emittance equal or greater than 0.75,or a minimum SRI of 75. EXCEPTION 1 to Section 150.2(b)111ii: Buildings with no ducts in the attic., EXCEPTION 2,to Section 150.2(b)llii:The aged solar reflectance can be met by using insulation at the roof deck specified in TABLE 150.2-B. 6.1.2 2019 Standards Section� 150.2,,,( P.2 1 E Altered Space-Conditioning System-Duct Sealing: In all Climate Zones,when a space-conditioning system serving a single family or multifamily dwelling is altered by the installation or replacement of space-conclitioning system equipment, including replacement of the air handler,outdoor condensing unit of a split system air conditioner or heat pump,or cooling or heating coil;the duct system that is connected to the altered space-conditioning system equipment shall be sealed,as confirmed through field verifica�tion a�nd diagnostic testing in accordance with the applicable procedures for duct sealing of altered existing duct systems as specified in Reference Residential Appendix RA3.1 and the leakage compliance criteria specified in subsection i, ii,or iii below.Additionally,when altered ducts,a�ir-handling units,cooling or heating coils,or plenums are located in garage spaces,the system shall comply with Section 150.2(b)lDiic regardless of the length of any new or replacement space-conditioning ducts installed in the garage space. i. The measured duct leakage shall be equal to or less than 15 percent of system air handler airflow as determined utilizing the procedures in Reference Residential Appendix Section RA3.1.,4.,3.1;or ii. The measured duct leakage to outside shall be equal to or less than 10 percent of system air handler airflow as determined utilizing the procedures in Reference Residential Appendix Section RA3.,1.4.3.4;or iii. If it is not possible to meet the duct sealing requirements of either Section 150.,2(b)�lEi or Section 150.,2(b)lEii,then, all accessible leaks shall be sealed and verified through a visual inspection a�nd a smoke test by a certified HERS Rater utilizing the methods specified in Reference Residential Appendix RA3.1.4.,3.5. EXCEPTION 1 to Section 150.2(b)1E:Duct Sealing. Duct systems that are documented to have been previously sealed as confirmed through field verification a�nd diagnostic testing in accordance with procedures i'n the Reference Residential Appendix RA3.1. EXCEPTION 2 to Section 150.2(b)lE:Duct Sealing. Duct systems with less than 40 linear feet as determined by visual inspection., 32 2019-12-19 2020-02-25 Agenda Packet, Page 152 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study EXCEPTION 3 to Section 150.2(b)H:�Duct Sealing. Existing duct systems constructed, insulated or sealed with asbestos. 6.1.3 2019 Building EneWy Efficiency Standards Section 110. Occupant Sensing Controls.Occupant sensing controls include occupant sensors., motion sensors,and vacancy sensors, including those with a Pa�rtia�l-ON or Partial-OFF function. Occupant sensing controls shall: A. Be capable of automatically turning the controlled lights in the area either off or down no more than 20 minutes after the area has been vacated; B. For manual-on controls/ have a grace period of no less than 15 seconds and no more than 30 seconds to turn on lighting automatically after the sensor has,timed out;and C,. Provide a visible status signal that indicates that the device is operating properly,or that it has failed or malfunctioned.The visible status signal may have an override that turns off the signal. EXCEPTION to Section 110.9(b)4:Occupant Sensing Contro�l systems may consist of a combinatio�n of single or multi-level Occupant, Motion,or Vacancy Sensor Controls, provided that components installed to comply with manual-on requirements shall not be capable of conversion by occupants from manual-on to automatic-on functionality 33 2019-12-19 2020-02-25 Agenda Packet, Page 153 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Appendix D - Measure Cost-effectiveness, Tables Climate Zone 1:The envelope and duct package is cost-effective for single family built before 19912 and multifamily homes built before 2006. For single family homes built between 1992 and 2005 duct sealing alone is cost-effective. Cool roof upgrades and window replacements are not cost-eff'e ct ive. Note:Grey rows indicate option is not cost effective. N Table 13: CZ 1 - Single Family Efficiency Upgrade Cost-effectiveness Results, Electricity Gas utility Simple Lifecycle Measure Vintage Savings Savings Measure Cost Cost Payback Benefit- (kWh) (th�erms) Savings Cost Ratio Envelope& Duct Pre-19178 154 179, $3,472 $36�6 9.49, 2.10 Package 1978-1991 80 913 $3,212 $190 16�.95 1.18 1992-2005 65 76 $3,212 $lc:r- 1.� 20.73 0.916 Pre-19178 50 57 $2,273 $119, 19.17 1.04 R-38 Attic Insulation 1978-1991 23 27 $2,013 $55 36.46 0.551 1992-2005 23 26 $2,013 $54 37.14 0.54 Pre-19178 84 917 $240 $190 1.21 16.51 Duct Sealing 1978-1991 37 43 $240 $88 2.72 7.34 1992-2005 31 36 $240 $73 3.28 6.09 Pre-1978 1 -28 -34 $635 -$68 -9.41 -2.12 CoolRoof 1978-1991 -21 -25 $635 -$4,91 -12.88 -1.55 1992-2005 -22 -216 $635 -$52 -12.19 -1.64 Windows Pre-1978 ill 130 $9,810 $265 37.08 0.54 Water Heating Package All Vintages 0 19 $208 $33 6�.35 3.16 LED Lamp vs. CFL_ All Vintages 1.2 0 $3.919, $0.29 13.96 4.45 Table 14: CZ 1 - Multifamily Efficiency grade Cost-effectiveness Results (Per Unit) Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (th�erms) Savings Cost Ratio Envelope & Duct Pre-19178 58 67 $1,054 $137 7.72 3.15 Package 1978-1991 28 33 $9,87 $56 17.59 1.38 19,912-2005 21 25 $9,87 $41 24.21 1.00 Pre-19178, 15 16 $5914 $34 17.48 1.39, R-38 Attic, Insulation 1978-1991 7 8 $526 $15 34.59 030 1992-2005 7 8 $526 $13 39.30 0.6,2 Pre-19178 32 37 $120 $76 1.57 15.47 Duct Sealing 8,-191911 12 13 $120 $24 4.99, 4.88 19,912-2005 8 10 $120 $16 7.55 3.22 Pre-1978 -7 -9 $184 -$17 -10.6�O -2,30 Cool Roof' 1978-1991 -4 _16 $184 _$10 -19.10 -1.27 1992-2005 -4 -6, $184 _$191 -20.78 -1.17 Windows Pre-1978 78 92 $5,873 $185 31.71 037 Water Heating Package All Vintages 0 16 $168, $28 6�.02 4.07 LED Lamp vs. CFL, All Vintages 1.2 0 $3.919, $0.29, 13.96 4.45 34 2019-12-19 2020-02-25 Agenda Packet, Page 154 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 21:1 The envelope and duct package is cost-effective for single family homes built before 1978 and multifamily homes bui'lt before 2006. For single family homes built between 1978 and 2005 duct sealing alone is cost-effective. Cool �roof upgrades are cost-effective for single family homes bui'lt before 1978 and multifamily homes built before 2006. Window replacements are not cost-effective. Note.- Grey rows indicate optio�n is not cost effective. 0 Table 15: CZ 2 - Single Family Efficienc Upgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 578 109 $3,.472 $387 8.917 2.17 Envelope & Duct Package 1978-1991 194 51 $3,212 $154 20.80 0.94 01 r 1992-2005 12 5 45 $3,212 $117 27.47 032 Pre-1978 385 38 $2 0)7q r_r_ I d-I .OF $1915 11.67 I.V,..; R-38 Attic Insulation 1978-1991 137 18 $2,013 $79 25.47 036 1992-2005 91 17 $2,013 $60 33.30 0_58 Pre-1978 203 56 $240 $169 1.42 13.77 r% r r% Duct Sealing 1978-1991 S2 2 $240 $55 4.39 4.50 1992-2005 31 20 $240 $44 5.50 3.6�O Pre-1978 219, -20 $6�35 $37 17.12 1.02 CoolRoof 1978-1991 95 -15 $635 $8 76.43 0.191 _$9 -I A:k 1992-2005 47 -15 $635 69.12 -0. Windows Pre-1978 529 39 $9,810 $246 39.93 0.48 Water Heating Package All Vintages 0 19, $208 $33 6.31 3.19, Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.32 12.62 4.92 Table 16: CZ 2 - Multifamily Efficiency Upgrade Cost-effectiveness Results er Unit) Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Saviongs, Cost Ratio Pre-1978 224 40 $1,054 $136 7.76 3.05 Envelope & Duct Package 1978-1991 89 18 $987 $52 18.83 1.25 1992-2005 69 15 $987 $42 23.26 1.02 Pre-1978 116 11 $594 $55 10.89, 2.15 R-38 Attic Insulation 1978-1991 51 5 $526 $23 22.40 1.04 1992-2005 44 5 $526 $21 24.65 0.95 Pre-1978 112 22 $120 _$72 1.67 14.16 Duct Sealing 1978-1991 44 6 $12. $23 5.22 4.50 1992-2005 26 5 $120 $16 7.49 3.15 Pre-1978 914 -5 $184 $22 8.31 2.6�7 CoolRoof 1978-1991 65 -3 $184 $17 10.918 2.04 1992-2005 45 -3 $184 $11 16.88 1.31 Windows Pre-1978 409 29 $5,873 $179 32.85 031 Water Heating Package- All Vintages 0 16 $16�8 $27 6.16 3.98 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, 1:;F4 $0.32 12.62 4.02 35 2 19-12-19 2020-02-25 Agenda Packet, Page 155 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 31:1 The envelope and duct package is cost-effective for single family and multifamily homes built before 1978. For single family and multifamily homes built between 19,78 and 2005 duct sealing alone i's cost- effective. Cool roof upgrades and wi'ndow replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. 0 Table 17: CZ 3 - S"ngle Family Efficiency pgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-1978 132 919 $3,.472 $222 15.61 1.28 Package 1978-1991 41 46 $3,212 $91 35.39 0.56 1992-2005 36 40 $31212 $78 40.97 0.49 Pre-1978 74 37 $2 171 I A-of%J $91 24.87 0,80 R-38 Attic Insulation 1978-1991 17 17 $2,013 $36 56.57 0.35 1992-2005 16 17 $2,013 60.55 0�.3 3 Pre-1978 53 51 $240 $110 2.19 91.11 Duct Sealing 19,78-19,911 15 17 $240 $35 6.88 2.911 19,912-2005 14 16 $240 $31 7.65 2.61 Pre-1978 17 -18 $635 -$25 -25.51 -0.80 CoolRoof 1978-1991 -19, -13 $635 _$24 _26.20 -0.76 1992-2005 -10 -13, $635 -$24 -26.17 -0.76 Windows Pre-1978 92 72 $9,810 $159 61.51 0.32 Water Heating Package All Vintages 0 19 $208 $33 63-9 3.15 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.29 13.75 4.52 Table 18: CZ 3 - Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit) Electricity Gas Measure Utility S,imple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 qA. Envelope & Duct ..P-"r 35 $1,054 $72 14.60 1.66 Package 1978-1991 19 15 $987 $26 38.21 0.63 1992-2005 14 12 $987 $20 48.42 0.50 Pre-1978 26 10 $594 $25 24.16 0.919 R-38 Attic, Insulation 1978-1991 10 5 $526 $1 53.48 0.45 1992-2005 8 5 $526 $9 57.71 0.42 Pre-1978 25 18 $120 $37 3.27 7.41 Duct Sealing 19,78-19,911 7 5 $120 $8 14.65 1.65 19,912-2005 4 4 $120 $6 19.37 1.25 Pre-1978 12 -4 $184 -$2 -78.18 -0.35 CoolRoof 1978-1991 7 -3, $184 _$1 -167.26 -0�.17 1992-2005 3 -3, $184 -$2 -716�.88 -0.33, Windows Pre-1978 67 49 $5,873 $98 60.05 0.40 Water Heating Package All Vintages 0 16 $168 $26, 6�.41 3.82 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.29, 13.75 4.52 36 20 2- 0 Sr Sr 2020-02-25 Agenda Packet, Page 156 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 41:1 The envelope and duct �package is cost-effective for single family homes built before 1978 and multifamily homes bui'lt before 1992. For single family homes built between 1978 and 2005 and multifami'ly homes built between 1992 and 2005 duct sealing alone is cost-effective. Cool roof upgrades are cost-effective for single fami'ly homes bui'lt before 1978 and multifamily homes built before 2006. Window replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. 0 Table 19�: CZ 4 - Single Family Efficiency Upgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savi*ngs, Cost Ratio Envelope & Duct Pre-1978 56�O 93 $3,472 $349 91.915 1.95 Package 1978-1991 228 44 $3,212 $146 21.94 0.89, 1992-2005 158 38 $3,212 $1116 27.80 030 Pre-1978 383 35 $2,273 $186 12.23 1.57 R-38 Attic Insulation 1978-1991 172 17 $2,013 $84 24.10 0.80 1992-2005 124 16 $2,013 $68 29.55 0.16�5 Pre-1978 185 46 $240 $144 1.67 11.73 Duct Sealing 1978-1991 6�O 17 $240 $48 5.04 3.88 1992-2005 34 15 $240 $37 6.53 3.02 Pre-1978 240 -16 $635 $49, 13.00 1.38 CoolRoof 1978-1991 147 -12 $635 $29 21.69 0.82 1992-2005 87 -12 $635 $10 64.71 0.25 Windows Pre-1978 567 28 $9,810 $234 41.95 0.45 Water Heating Package All Vintages 01 19, $208 $33 6.33 3.18 LED Lamp vs. CFL All Vintages] 1.2 0 $3.919, $0.32 12.63 4.92 Table 20: CZ 4 - Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit) Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh�) (therms) Savings Cost Ratio Envelope& Duct Pre-1978 214 33 $1,054 $118 8.913 2.6�4 Package 1978-1991 913 15 $9,87 $49, 20.05 1.17 1992-2005 75 12 $987 $40 24.65 0.95 Pre-1978 114 10 $5914 $51 11.61 2.01 R-38 Attic Insulation 1978-1991 53 5 $526 $23 22.89, 1.02 1992-2005 47 5 $526 $21 24.91 0.94 Pre-1978 107 17 $120 $61 1.916 12.06 A r% Duct Sealing 1978-1991 [+V 5 $120 $22 5.47 4.27 1992-2005 33 4 $120 $16 7.61 3.08 Pre-1978 101 -4 $184 $26 7.19 3.12 CoolRoof 1978-1991 75 -3 $184 $21 8.914 2.52 1992-2005 57 -3 $184 $15 12.49, 1.80 Windows Pre-1978 438 21 $5,873 $173 34.01 0.16�8 Water Heating Package All Vintages 0 16 $168 $26 6.43 3.81 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.32 12.63 4.92 37 2019-12-19 2020-02-25 Agenda Packet, Page 157 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 5 PG&E/PG&E:The envelope and duct package is cost-effective for single family and multifamily homes built before 1978. For single fami'ly homes built between 1978 and 2005 and multifamily homes built between 1978 and 1991 duct sealing alone i's cost-effective. Cool roof upgrades are cost-effective for multifamily homes bui'lt before 1978 but are not cost-effective for single family homes. Window replacements a�re cost- effective for multifamily homes built before 1978 but are not cost-effective for single family homes. Note.- Grey rows indicate option is not cost effective. Table 21: CZ 5 PG&E/PG&E - Single Farnil Efficiency Upgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 105 102 $3,.472 $215 16.12 1.24 Envelope & Duct Package 1978-1991 42 48 $3,212 $92 34.85 0,57 1992-2005 36 41 $3,212 $/ 40.63 0.491 Pre-1978 49 36 $2 171 A-of%J $80 28.54 030 0%% R-38 Attic Insulation 1978-1991 15 16 $2,013 $,32 62.07 0_32 1992-2005 14 15 $2,013 $29 68.90 0.29, Pre-1978 46 52 $240 $107 2.24 8.93 Duct Sealing 1978-1991 16 18 $240 $36 6.70 2.98 1992-2005 15 17 $240 7.17 2.79, Pre-1978 -5 -25 $635 -$45 -14.14 -1.42 CoolRoof 1978-1991 -14 -18 $635 -$36 -17.72 -1.13 1992-2005 -15 -19, $635 -$36 -17.70 -1.13 Windows Pre-1978 81 76 $9,810 $160 61.19 0_33 Water Heating Package All Vintages 01 19, $208 $33 6.40 3.14 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.29 13.88 4.48 Table 22: CZ 5 PG&E/PG&E - Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit Electricity Gas Measure Utility S,imple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope& Duct Pre-1978 45 36 $1,054 $260 4.06 5.76 Package 1978-1991 13 15 $987 $19 53.03 0.46 1992-2005 10 13 $987 $15 64.74 0,38 Pre-1978 22 10 $5914 $226 2.6�3 8.85 R-38 Attic Insulation 1978-1991 7 5 $526 $7 76.62 0_31 1992-2005 5 5 $526 $6 87.62 0.28 Pre-1978 20 19 $120 $234 01.5 1 45.53 Duct Sealing 1978-1991 5 4 $120 $5 21.88 1.11 1992-2005 3 4 $120 $5 26.51 0.92 Pre-1978 7 -6 $184 $203 01.�91 25.55 CoolRoof 1978-1991 3 -3, $184 -$2 -75.951 -0,33 1992-2005 -1 -3 $184 -$4 -45.73 -0-53 Windows Pre-1978 59 52 $5,.873 $280 20.98 1.12 Water Heating Package All Vintages 01 16 $168 $21 8.07 3.04 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.29, 13.8,8 4.48 38 2019-12-19 2020-02-25 Agenda Packet, Page 158 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 5-PG&E/S,oCalGas:The envelope and duct package is cost-effective for multifamily homes built before 1978. For single family homes bui'lt before 2006 and multifamily homes built between 1978 and 1991 duct sealing alone i's cost-effective. Cool roof upgrades are cost-effective for multifamily homes bui'lt before 1978 but are not cost-effective for si'ngle family homes. Wi'ndow replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. Table 23: CZ 5 PG&E/SoCalGais - S,11"ngle Famifly Efficil"ency Upgrade Coist-effectil"veneisis Results Electricity Gas Measure Utility S,imple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-1978 105 102 $31472 $165 20.98 1.00 Package 1978-1991 42 48 $31212 $69 46.38 0.45, 1992-2005 36 41 $31212 $60 53.86 0.39 Pre-1978 49 36 $2 171 A-of%J _$61 37.07 0.56 <-)A R-38 Attic Insulation 1978-1991 15 16 $2,013 83.94 0.25 1992-2005 14 15 $2,013 $22 92.44 0.23 Pre-1978 46 52 $240 $82 2.92 7.20 Duct Sealing 1978-1991 16 18 $240 $27 9.04 2.32 F 1992-2005 15 17 $240 $25 9.51 2.21 Pre-1978 -5 -25 $635 -$34 -18.44 -1.16 CoolRoof 1978-1991 -14 -18 $635 -$,28 -22.95 -0.92 1992-2005 15 $635 -$28 -22.6�2 -0.93, Windows Pre-1978 81 76 $9,810 $125 78.62 0.27 Water Heating Package All Vintages 01 19 $208 $26, 7.95 2.69 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.29, 13.88 4.48 Table 24: CZ 5 PG&E/SoCa1Ga,s - Multil"famfly Efficl"ency Upgrade Cost-effectil"veness Results (Per Unil"t) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings L Cost Ratio Envelope & Duct Pre-19,78 45 36 $1,054 $216 4.89 4.80 Package 1978-1991 13 15 $987 $19 53.03 0.48 1992-2005 10 13 $987 $15 64.74 0.40 Pre-19,78, 22 10 $594 $182 3.26 7.07 R-38 Attic Insulation 1978-1991 7 5 $526 $7 76.62 0.33 1992-2005 5 5 $526 $6 87.62 0.29 Pre-19,78, 20 19, $120 $1911 0.63 36.87 Duct Sealing 1978-1991 5 4 $120 $5 21.88 1.16 1992-2005 3 4 $12o $5 26.51 0.917 Pre-19,78 7 -6 $184 $159 1.16 191.64 CoolRoof 1978-1991 3 -3 $184 -$2 -75.915 -0.36 1992-2005 -1 -3 $184 -$4 -45.73 -0.56 Windows Pre-1978 59 52 $5.s873 $236 24.87 0.915 Water Heating Package All Vintages 01 16 $16�8 $21 8.07 3.22 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.291 13.88 4.48, 39 2 19-12-19 2020-02-25 Agenda Packet, Page 159 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 61:1 The envelope and duct package is not cost-effective for single family or multifamily homes. For single family homes built before 19,78 and multifamily homes built before 19,912 duct sealing alone i's cost- effective. Cool roof upgrades are cost-effective for multifamily homes built before 1992 but are not cost- effective for si'ngle family homes. Window replacements are not cost-effe c,t ive. Note.- Grey rows indicate option is not cost effective. 0 Table 25: CZ 6 - Single Family Efficiency pgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio r_r_ Envelope & Duct Pre-1978 455 54 $3,.472 $211 19.98 0.78 Package 1978-1991 144 22 $3,212 $69 56.35 0.28 1992-2005 955 19 $3,212 $47 81.42 0.191 Pre-1978 373 25 $21273 $150 18.68 0.83 R-38 Attic Insulation 1978-1991 122 9 $2,.013 $50 49.70 0.3 1 1992-2005 80 9 $2.sO13 $33 73.83 0.21 Pre-19178, 114 23 $240 $65 4.38 3.54 Duct Sealing 19,78-19,911 33 6 $240 $18 16.35 01.�95 1992-2005 19 6 $240 $12 234...Kp 0.16�5 Pre-19178, 1915 -15 $6�35 $44 191.31 01.�80 CoolRoof 1978-1991 100 -19, $635 $25 34.16 0.45 1992-2005 53 -10 $635 $7 134.99 0.11 Windows Pre-1978 393 5 $9,810 $132 93.50 0.17 Water Heating Package All Vintages 0 19, $208 $26 91.05 1.72 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 0.25 15.73 3.95 Table 26: CZ 6 - Multifamily Efficiency Upgrade Cost-effectiveness Results (Per Unit) Electricity Gas Measure Utility S,imple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-1978 164 18 $1,054 $67 19.24 0.918 Package 1978-1991 58 5 $987 $?A 51.43 0.37 1992-2005 47 4 $987 $18 68.16 0.28 Pre-1978 107 7 $594 $39 18.98 1.00 R-38 Attic, Insulation 1978-1991 41 2 $526 $14 45.11 0.42 1992-2005 3.5 2 $526 $12 53.10 0.36 Pre-1978 6�8 7 $120 $29 5.12 3.69 Duct Sealing 1978-1991 32 1 $120 $12 13.00 1.46 1992-2005 20 1 $120 $7 22.40 0,84 Pre-1978 82 -3 $184 $21 11.31 1.67 CoolRoof 1978-1991 6�O -1 $184 $17 13.54 1.40 1992-2005 45 -1 $184 $12 20.06 0.914 Windows Pre-1978 321 6 $5,873 $101 73.32 0.26 Water Heating Package All Vintages 01 16 $168 $19 9.78 1.913 LED Lamp vs. CFL All Vintages= 1.2 0 $3.919, $0.25 15.73 3.915 40 2 19-12-19 202OmO2-25 Agenda Packet, Page 160 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 71:1 The envelope and duct package is not cost-effective for single family or multifamily homes. For multifamily homes bui'lt before 1978 a combination of the duct sea�ling and R-38 attic insulation upgrades are cost effective. For single family homes built before 1978 and multifamily homes built between 19�78 and 1991 duct sealing alone i's cost-effective. Cool roof upgrades are cost-effective for single family homes built before 1978 and multifamily homes built before 1992. Window replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. 0 Table 27: CZ 7 - Single Family Efficiency Upgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 314 31 1 $3,472 $209 20.63 035 Envelope & Duct Package 1978-1991 85 11 $3,212 857 68.80 0.23 1992-2005 64 10 $3,212 $41 96.06 0.16 Pre-1978 272 16 $2,273 $168 16.91 0.92 R-38 Attic Insulation 1978-1991 76 6 $2,013 $46 54.75 0.28 1992-2005 59 6 $2,013 $33 75.36 0.21 Pre-1978 6�6 11 $240 $52 5.68 2.74 Duct Sealing 1978-1991 17 2 $240 $12 24.50 0.6,3 1992-2005 9 2 $240 $7 41.18 0,38 Pre-1978 150 -11 $635 $66 12.43 1.25 CoolRoof 1978-1991 65 -6, $635 $26 32.16 0.48 1992-2005 41 -7 $635 $9 100.28 0.15 Windows Pre-1978 293 -7 $9,810 $151 82.91 0.191 Water Heating Package All Vintages 0 19 $208 $30 7.912 1.96 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.33 12.01 5.17 Table 28: CZ 7 - Multifamily Effidency Uperade Cost-effectiveness Results (Per Uni"t) CO TA Electricity Gas Measure Utility S,imple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 98 8 $1,054 $68 19.21 0.918 Envelope & Duct Package 1978-1991 40 1 $987 $10 59.54 0.32 $90-7 1992-2005 25 1 $5 101.52 0.19 Pre-1978 66 3 $594 $47 15.72 1.20 R-38 Attic Insulation 1978-1991 30 1 $526 $0 44.99 0.42 1992-2005 20 1 $526 $0 71.64 0.26 Pre-1978 28 2 $120 $27 5.54 3.41 Duct Sealing 19,78-19,911 21 0.13 $120 $21 14.56 1.30 1992-2005 12 0.08 $120 $12 29.36 0.64 Pre-1978 46 -3 $184 8.01 2.36 CoolRoof 19,78-19,911 47 -0-35 $184 $15 10.96 1.73 1992-2005 29 -0.35 $184 $9 20.10 0.914 Windows Pre-1978 235 -1 $5,.873 $114 65.55 0.29 Water Heating Package All Vintages 01 16 $16�8 $24 7.98 2.37 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.33 12.01 5.17 41 2019-12-19 2020-02-25 Agenda Packet, Page 161 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 81:1 The envelope and duct package is cost-effective for single family built before 19178 and multifamily homes bui'lt before 1992. For single family homes bui'lt between 1978 and 2005 and multifami'ly homes built between 1992 and 2005 duct sealing alone is cost-effective. Cool roof upgrades are cost-effective for all single fami'ly and multifamily homes built before 2006. Window replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. Table 29�: CZ 8 - Single Family E 1"C" Upgrade Cost-effectiveness Results Electricity Gas Measure Utility S,imple Lifecycle Measure Vintage Savings Savings --A. Cost Benefit- (kWh)i (therms) Cost Savings Payback Cost Ratio Pre-19178, 850 39 $3,.472 $312 11.14 1.72 Envelope & Duct Package 1978-1991 359 17 $3,212 $132 24.30 0.79 1992-2005 311 15 $3,212 $119 26.98 0.71 �)7 Q 201 11.28 1.69 Pre-19178 590 18 $2, $-- R-38 Attic Insulation 1978-1991 266 8 $2,013 $ 21.90 0.8 1992-2005 248 8 $2,013 S90 2 2.3.3 0.85 Pre-19178, 307 17 $240 $120 2.00 91.60 Duct Sealing 1978-1991 122 5 $240 $46 5.21 3.65 1992-2005 84 4 $240 $34 7.14 2.68 Pre-19178, 389 -10, $635 $108, 5.89, 3.13 CoolRoof 1978-1991 266 -7 $635 $78 8.12 2.28, 1992-2005 219 -8 $635 $6,6, 9.67 1.910 Windows Pre-1978 723 4 $9,810 $222 44.12 0.43 Water Heating Package All Vintages 0 19 $208 $25 8.22 2.60 LED Lamp vs. CFL tAll Vintages 1.2 0 $3.919, $0.29, 13.83 4.49 Table 30: CZ 8 - Multifamily Efficiency Up rade Cost-effectiveness Results (Per Unit) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savi ngs Cost Ratio Envelope & Duct Pre-19178 312 13 $1,054 $103 10.21 2.28 Package 19178-191911 139, 4 $987 $46 21.31 1.08, nn 1992-2005 123 3 $987 $42 23.65 0.918 1 Q-7 Pre-19178, .;1 5 $594 $48 12.2)91 1.89 R-38 Attic Insulation 1978-1991 73 2 $526 $23 23.28 0.919 1992-2005 69 1 $526 $22 23.73 0.917 Pre-19178, 171 5 $120 $57 2.10 11.02 Duct Sealing 19,78-19,911 83 1 $120 $27 4.45 5.15 19,912-2005 64 1 $120 $22 5.56 4.12 Pre-19178 149, -2 $184 $40 4.64 4.88, CoolRoof 19,78-19,911 11 r- �L_j -1 $184 $33 5.56 4.10 19,912-2005 gin, -1 $184 $29 6.29 3.62 Windows Pre-1978 519 5 $5,.873 $149 39.50 0.58 Water Heating Package All Vintages 0 16 $1618 $20 8.54 3.04 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.29, 13.83 4.49 42 2 19-12-19 2020-02-25 Agenda Packet, Page 162 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 91:1 The envelope and duct package is cost-effective for single family built before 19�92 and multifamily homes bui'lt before 2006. For single family homes built between 1992 and 2005 duct sealing alone is cost-effective. Cool �roof upgrades are cost-effective for all single fami'ly and multifamily homes built before 2006. Window replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. Table 31: CZ 9 - Single Family E i"C" pgrade Cost-effectiveness Results Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-19,78, 1.0101 51 $3.,472 $3912 8.86 2.17 Package 1978-1991 4913 23 $3,212 $171 18.77 1.02 1992-2005 432 20 $3.s212 $156 20.55 0.913 10.r-r- Pre-19178 6�49, 22 $2,273 $215 1.81 R-38 Attic Insulation 1978-1991 305 11 $2.sO13 $98 20.45 0.913 1992-2005 299 10 $2.sO13 $102 19.74 0.916 Pre-19,78, 466 23 $240 $174 1.38 13.911 Duct Sealing 1978-1991 1919, 7 $240 $70 3.41 S.57 1992-2005 142 6 $240 $54 4.44 4.30 Pre-19,78, 457 -12 $6�35 $122 5.22 3.53 CoolRoof 1978-1991 319, -8 $6�35_� $87 7.30 2.53 1992-2005 267 -9 $6�35 $75 8.44 2.19 Windows Pre-1978 941 9 $9,310 $285 34.43 0.55 Water Heating Package All Vintages 01 19, $208 $25 8.21 2.60 LED amp vs. CFL All Vintages 1.2 0 $3.99 $0.29, L 13.60 4.57 Table 32: CZ 9 - Multifamily Efficiency Upiyrade Cost-effectiveness Results (Per Unit) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost ayback Benefit- (kWh) (therms) LSavings, Cost Ratio RA Q,7 Envelope & Duct Pre-1978 418 17 $1,054 $135 7.w--r 2.-If I Package 19178-191911 201 6 $987 $6�5 15.12 1.53 19,912-2005 16�8 5 $987 $54 18.23 1.27 JO.A-r, Pre-1978 186 6 $594 $57 r W 2.22 R-38 Attic Insulation 19,78-19,911 89, 3 $526 $27 191.15 1.21 19,912-2005 79, 2 $526 $24 21.48 1.08 Pre-1978 245 8 $120 $78 1.53 15.13 Duct Sealing 19,78-19,911 122 1 $120 $38 3.17 7.24 A 19,912-2005 95 1 $120 $30 4.0 1 5.68 Pre-1978 179 -3 $184 $45 4.06 S.58, CoolRoof 19,78-19,911 138 -2 $184 $37 4.9,6 4.58 19,912-2005 ill -2 $184 $30 6.20 3.66 Windows Pre-1978 673 8 $5,.873 $188 31.28 0.74 Water Heating Package All Vintages 01 16 $16�8 $19 8.81 2.915 1.2 0 $3.99 $0.29, q7 LED Lamp vs. CFL All Vintages 13.60 4. 43 2 19-12-19 2020-02-25 Agenda Packet, Page 163 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 10-SCE alGas:The envelope and duct package is cost-effective for single family and multifamily homes bui'lt before 2006. Cool roof upgrades are cost-effective for all single family and multifamily homes built before 2006. Window replacements are not cost-effective. Note.- Grey rows indicate option is not cost effective. Table 33: CZ 10 SCE/SoCalGais - Si"ngle Famifly Efficl"ency Upgrade Cost-effecti"veness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-19,78, 11354 57 $3.,472 $470 7.39 2.59 Envelope & Duct Package 1978-1991 597 25 $3,212 $206 15.62 1.22 1992-2005 516 22 $3.,212 $180 17.81 1.07 Pre-19,78 729 24 $2,273 $235 91.66 1.918 R-38 Attic Insulation 1978-1991 330. 11 $2.,013 $110 18.29, 1.04 1992-2005 332 11 $2.,013 $109 18.53 1.03 Pre-19,78, 617 25 $240 $221 1.09 17.63 Duct Sealing 1978-1991 248 8 $240 $89 2.69 7.06 1992-2005 186 7 $240 $6�9 3.50 5.44 Pre-19,78, S55 -13 $6�35 $143 4.43 4.16 CoolRoof 1978-1991 377 -9 $6�35 $105 6.05 3.06 1992-2005 315 -10 $6�35 $86 7.41 2.49 Windows Pre-1978 1 11178 11 $9,810 $349 28.07 0.67 Water Heating Package All Vintages 01 19, $208 $25 8.24 2.59 LED amp vs. CFL All Vintages 1.2 0 $3.99 $0.30 13.28 4.68 Table 34: CZ 10 S E/SoCalGas - Multi"famifly Efficl"ency Upgrade Cost-effectil"veness Results (Per Unilot) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-1978 526 19, $1,054 $170 6.20 3.75 Package 19178-191911 250 7 $987 $79 12.49, 1.85 19,912-2005 207 6 $987 $66 14.910 1.55 Pre-1978 221 7 $594 $70 8.52 2.72 R-38 Attic Insulation 19,78-19,911 106 3 $526 $32 16.44 1.41 19,912-2005 91 3 $526 $29 18.31 1.26 Pre-1978 317 9 $120 $103 1.16 191.88 Duct Sealing 19,78-19,911 152 2 $120 $46 2.61 8.82 19,912-2005 119 1 $120 $39 3.11 7.38 Pre-1978 215 -3 $184 $57 3.22 7.03 CoolRoof 19178-191911 16�3 -2 $184 $43 4.3 5.27 19,912-2005 129 -2 $184 $35 5.21 4.36 Windows Pre-1978 840 10 $5.s873 $235 24.97 0.912 Water Heating Package All Vintages 01 16 $16�8 $20 8.59 3.03 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.30 13.28 4.68, 44 0 2020-02-25 Agenda Packet, Page 164 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 10-SDG&E:The envelope and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for all single family a�nd multifamily homes built before 2006. Window replacements are cost-effective for single family and multifarnily homes built before 197'8. Note.- Grey rows indicate option is not cost effective. Table 35: CZ 10 SDG&E - S,ilongle Famfly Efficl"ency Upgrade Coist-effectiloveneisis Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-1978 11354 57 $3.,472 $800 4.34 4.37 Package 19178-191911 597 25 $3,212 $359 8.915 2.12 19,912-2005 S 16 22 $3.,212 $317 10.13 1.87 Pre-1978 729 24 $2,273 $405 5.61 3.38 R-38 Attic Insulation 19178-191911 338 11 $2.,013 $1913 10.40 1.82 19,912-2005 332 11 $2.,013 $1915 10.31 1.83 Pre-1978 617 25 $240 $377 0-64 291.78 Duct Sealing 19,78-19,911 248 8 $240 $155 1.55 12.20 19,912-2005 186 7 $240 $120 2.00 91.47 Pre-1978 S55 -13 $6�35 $272 2.33 7.918, CoolRoof 19178-191911 377 -9 $6�35 $1915 3.26 5.71 19,912-2005 315 -10 $6�35 $164 3.87 4.80 Windows Pre-1978 11178 11 $91.,8,10 $631 15.56 1.21 Water Heating Package All Vintages 01 19, $208 $30 6.87 3.01 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.50 8.02 7.75 Table 36: CZ 10 SDG&E - Multi"famfly Efficl"ency Upgrade Cost-effectioveness Results (Per Uni"t) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 526 19, $1,054 $2918 3.54 6.52 Envelope & Duct Package 19178-191911 250 7 $987 $141 6.918 3.30 19,912-2005 207 6 $987 7 $116 8.54 2.70 Pre-1978 221 7 $594 $120 4.915 4.65 R-38 Attic Insulation 19,78-19,911 106 3 $526 $57 91.21 2.50 19,912-2005 911 3 $526 $48 10.89, 2.11 Pre-1978 317 9 $120 $180 O.U7 34.43 j.AQ Duct Sealing 19,78-19,911 152 2 $120 $84 T%J 16.04 19,912-2005 119, 1 $120 $6�7 1.79 12.77 0� -70 Pre-1978 2 153, $184 $103 1./0 12.79, � CoolRoof 19178-191911 163 -2 $184 $80 2.30 91.911 19,912-2005 129, -2 $184 $6�2 2.915 7.72 Windows Pre-1978 840 10 $51873 $427 13.76 1.67 Water Heating Package All Vintages 01 16 $16�8 $25 6.79 3.71 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.50 8.02 7.75 45 0 2020-02-25 Agenda Packet, Page 165 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 11:The envelope, and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for all single family a�nd multifamily homes built before 2006. Window replacements are cost-effective for single fami'ly and multifamily homes built before 1978. Note.- Grey rows indicate option is not cost effective. Table 37: CZ 11 Single Family Efficiency pgrade Cost-effectiveness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Envelope & Duct Pre-19,78, lIP827 120 $3,P472 $774 4.48 4.27 Package 1978-1991 858 55 $3,212 $358 8.916 2.13 1992-2005 770 48 $3,P212 $324 91.913 1.912 Pre-19,78 7915 47 $2,273 $318 7.15 2.68 1:1 -)A R-38 Attic Insulation 1978-1991 383 22 $2,PO13 $152 %.f.A-_T 1.44 1992-2005 3916 22 $2,PO13 $158, 12.76 1.50 Pre-19,78, 982 61 $240 $415 0.58 33.10 Duct Sealing 1978-1991 434 20 $240 $174 1.38 13.77 1992-2005 355 18 $240 $147 1.64 11.65 Pre-19,78, 6�24 -14 $6�35 $161 3.9%.# 4.71 CoolRoof 1978-1991 440 -10 $6�35 $118, 5.40 3.44 1992-2005 369, -10 $6�35 $99 6.41 2.89 Windows Pre-19,78, 11568, 45 $9,P810 $554 17.71 1.07 Water Heating Package All Vintages 01 19, $208 $34 6.0 6 3.32 LED amp vs. CFL All Vintages 1.2 0 $3.99 $0.35 11.53 5.39 Table 38: CZ 11 - Multifamily Efficiency U grade Cost-effectiveness Results (Per Unit) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 728 44 $1,054 $2916 3.57 6.53 Envelope & Duct Package 19178-191911 363 19, $987 $139 7.09 3.27 19,912-2005 315 16 $987 $119 8.29 2.79 Pre-1978 268 13 $594 $102 5.80 4.00 R-38 Attic Insulation 19,78-19,911 131 6 $526 $49 10.75 2.15 19,912-2005 118 6 $526 $43 12.10 1.911 Pre-1978 473 25 $120 186 O.UJ 36.02 Duct Sealing 19,78-19,911 231 7 $120 $82 1.47 15.72 19,912-2005 1916 6 $120 $6�9 1.74 13.25 Pre-1978 245 -4 $184 $66 2.76 8.21 CoolRoof 19178-191911 189, -2 $184 $53 3.44 6.61 19,912-2005 156 -2 $184 $45 4.13 5.51 Windows Pre-1978 11 107 33 $5;.,8,73 $387 15.19, 1.52 Water Heating Package All Vintages 01 16 $16�8 $29 5.76 4.26 n rN L4R-La m p vs. C F L All Vintages 1.2 0 $3.99 $0.35 11.5 3. 539 46 0 2020-02-25 Agenda Packet, Page 166 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 12:The envelope, and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for all single family a�nd multifamily homes built before 2006. Window replacements are cost-effective for multifamily homes bui'lt before 1978 but are not cost- effective for si'ngle family homes. Note.- Grey rows indicate option is not cost effective. Table 39�: CZ 12 Single Famfly Efficiency pgrade Coist-effecti"veneisis Results Electricity Gas utillitu Lifecycle Measure Vintage Savings Savings Measure Cost Y Simple Benefit- (kWh) (therms) Cost Savings Payback Cost Ratio 1no C-7 Envelope & Duct Pre-1978 11209, ULF $3.,472 $-.)1:7 6.00 3.21 Package 19178-191911 540 51 $3,212 $26.3 12.23 1.57 19,912-2005 471 45 $3.,212 $229 14.02 1.37 Pre-1978 674 43 $2,273 $285 7.917 2.40 -70 R-38 Attic Insulation 19178-191911 318 20 $2.,013 $136 14.,8 1.29 19,912-2005 317 20 $2.,013 $135 14.88 1.28, Pre-1978 532 55 $240 $272 0.88 21.82 Duct Sealing 19,78-19,911 216 20 $240 $107 2.24 8.57 19,912-2005 155 18 $240 $83 2.89 6.67 Pre-1978 479 -16 $6�35 $121 5.26 3.50 CoolRoof 19178-191911 332 -12 $6�35 $87 7.33 2.51 19,912-2005 273 -12 $6�35 $6�9 91.17 2.00 Windows Pre-1978 11090 43 $9,310 $420 23.34 0.81 Water Heating Package All Vintages 01 19, $208 $34 6.05 3.32 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.34 11.80 5.26 Table 40: CZ 12 - Multifamfly Efficiency U grade Coist-effecti"veneisis Results (Per Uni"t) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savi ngs, Cost Ratio Envelope & Duct Pre-19,78 465 40 $1,054 $211 5.01 4.67 Package 1978-1991 223 18 $987 $94 10.50 2.22 1992-2005 187 15 $987 $79 12.45 1.87 Pre-19,78, 1919, 11 $594 $80 7.40 3.14 R-38 Attic Insulation 1978-1991 917 6 $526 $37 14.03 1.65 1992-2005 88 6 $526 $35 15.14 1.53 Pre-19,78, 276 22 $120 $123 0.900 23.87 Duct Sealing 1978-1991 134 7 $120 $51 2.34 91.87 1992-2005 103 5 $120 $40 2.916 7.81 Pre-19,78 188 -4 $184 $51 3.63 6.23 CoolRoof 1978-1991 146 -3 $184 $42 4.42 5.13 A.Q 1992-2005 117 -3 $184 $33 5."r.,f 4.13 Windows Pre-19,78 785 31 $5.,8,7 3 2914 19.9 1 9W 1.16 Water Heating Package All Vintages 01 16 $16�8 $28 6.08 4.03 LED Lamp vs. CFL E All Vintages 1.2 0 $3.99 $0.34 11.80 5.26 47 2 19-12-19 2020-02-25 Agenda Packet, Page 167 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 13:The envelope, and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for all single family a�nd multifamily homes built before 2006. Window replacements are cost-effective for single fami'ly and multifamily homes built before 1978. Note.- Grey rows indicate option is not cost effective. Table 41: CZ 13 - Single Fainfly Efficiency pgrade Coist-effecti"veness Results Electricity Gas Measure utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- 1-1 (kWh) (therms) Savings Cost Ratio Pre-1978 21PO47 98 $3.,472 $7910 4.39 4.34 Envelope & Duct Package 19178-191911 964 45 $3,212 $370 8.68 2.20 19,912-2005 877 39, $3.,212 $339 91.48 2.01 Pre-1978 940 37 $2,273 $338 6.72 2.83 R-38 Attic Insulation 19178-191911 451 18 $2,PO13 $162 12.A:Z r-0 1.53 r-rN 19,912-2005 463 17 $2,PO13 $168, 11.917 1._-)to Pre-1978 11072 50 $240 $418 0.57 33.16 Duct Sealing 1917 -19,911 480 17 $240 $181 1.33 14.29, 19,912-2005 403 16 $240 $156 1.54 12.32 Pre-1978 729, -15 $6�35 $186 3.41 5.45 CoolRoof 19178-191911 516 -11 $6�35 $138, 4.60 4.04 12-2005 441 -11 $6�35 $117 5.41 3.43 Windows Pre-1978 lIP604 41 $9,P810 $547 17.914 1.06 Water Heating Package All Vintages 01 19, $208 $34 6.09 3.30 LED amp vs. CFL =All Vintages 1.2 0 $3.99 $0.34 11.60 5.35 Table 42: CZ 13 - Multifainfly Efficiency U grade Coist-effecti"veneisis Results (Per Uni"t) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- 1-1 (kWh) (therms) Savings Cost Ratio [;A Pre-1978 805 36 $1,054 $2918 3...f--r 6.55 Envelope & Duct Package 19178-191911 407 16 $987 $144 6.85 3.37 19,912-2005 353 13 $987 126 7.85 2.914 Pre-1978 317 10 $594 $110 5.42 4.26 R-38 Attic Insulation 19,78-19,911 158 5 $526 $54 91.82 2.35 19,912-2005 141 5 $526 $49 10.77 2.14 Pre-1978 510 20 $120 185 0.65 35.73 Duct Sealing 19,78-19,911 254 6 $120 $85 1.42 16.22 19,912-2005 214 5 $120 $73 1.64 13.918 Pre-1978 283 -4 $184 $76 2.42 91.37 CoolRoof 19178-191911 220 -3 $184 $6,2 2.919 7.62 19,912-2005 183 -3 $184 $52 3.54 6.42 Windows Pre-1978 lIP127 30 $5.,8,73 $380 15.47 1.49 Water Heating Package All Vintages 01 16 $16�8 $27 6.1.3, 4.00 LED amp vs. CFL All Vintages 1.2 0 $3.99 $0.34 11.60 S.35 48 0 2020-02-25 Agenda Packet, Page 168 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 14-SCE alGas:The envelope and duct package is cost-effective for all single family and multifamily homes bui'lt before 2006. Cool roof upgrades are cost-effective for all si'ngle family and multifamily homes built before 2006. Window replacements are cost-effective for multifamily homes built before 1978 but are not cost-effective for single family homes. Note.- Grey rows indicate option is not cost effective. Table 43: CZ 14 SCE/SoCalGas - SI"ngle Famifly Efficl"ency Upgrade Cost-effecti"veness Results Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 lIP832 121 $3.,472 $680 S.10 3.80 Envelope & Duct Package 19178-191911 844 SS $3,212 $316 10.18 1.910 19,912-200S 746 48 $311212 $28S 11.28 1.71 Pre-1978 816 43 $2 77R I .%., $276 8.22 2.3S R-38 Attic Insulation 19178-191911 388 21 $2,PO13 $134 1S.07 1.28, 19,912-200S 3914 20 $2,PO13 $140 14.36 1.34 Pre-1978 967 6�3 $240 $366 0.66 29,.S2 Duct Sealing 19,78-19,911 417 21 $240 $154 1.56 12.34 A 19,912-2005 333 19, $240 $130 1.814 10.44 Pre-1978 6�31 -19 $6�35 $147 4.32 4.23 0 CoolRoof 19178-191911 427 -14 $6�35 $108, 5.80 3.12 19,912-2005 359, -14 $6�35 $94 6.79 2.69 Windows Pre-1978 1.s527 36 $9.s810 $475 20.66 0.912 Water Heating Package All Vintages 01 19, $208 $26, 8.02 2.66 LED amp vs. CFL All Vintagesi: 1.2 0 $3.99 0.31 13.03 4.77 Table 44: CZ 14 SCE/SoCalGas - Multi"famifly Efficl"ency Upgrade Cost-effectil"veness Results (Per Unilot) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 731 45 $1,054 $259 4.07 5.78 Envelope & Duct Package 19178-191911 364 19, $987 $125 7.910 2.916 19,912-2005 310 16 $987 $107 91.23 2.53 Pre-1978 273 12 $594 $91 6.52 3.59 R-38 Attic Insulation 1917 -19,911 134 6 $526 $44 11.914 1.915 19,912-2005 118 6 $526 $39 13.41 1.74 Pre-1978 467 25 $120 $162 0.7'4 31.67 Duct Sealing 19,78-19,911 227 7 $120 $73 1.64 14.14 19,912-2005 188 6 $120 $6�2 1.913 11.919, Pre-1978 250 -5 $184 $61 3.02 7.46 CoolRoof 19,78-19,911 188 -3 $184 $50 3.71 6.11 19,912-2005 152 -3 $184 $40 4.56 4.915 Windows Pre-1978 11P080 26 $!5.,8,73 $329 17.86 1.30 Water Heating Package All Vintages 01 16 $16�8 $22 7.76 3.35 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.31 13.03 4.77 49 2 19-12-19 2020-02-25 Agenda Packet, Page 169 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 14-SDG&E:The envelope and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for all single family a�nd multifamily homes bui'lt before 2006. Window replacements are cost-effective for single fami'ly and multifamily homes built before 1978. Note.- Grey rows indicate option is not cost effective. Table 45: CZ 14 SDG&E - S,ilongle Famfly Efficl"ency Upgrade Coist-effectiloveneisis Results Electricity Gas Measure Utility Cost Simple Lifecycle Measure Vintage Savings Savings Cost Savings Payback Benefit- (kWh) (therms) Cost Ratio Envelope& Duct Pre-1978 lIP832 121 $3,472 $1,0918 3.16 6�.04 Package 19178-191911 844 55 $3,212 $523 6�.14 3.11 19,912-2005 746 48 $3,212 $46�O -6�.98 2.73 -)7 Q Pre-1978 816 43 $2 $452 5.03 3.79, R-38 Attic Insulation 19178-191911 388 21 $2,013 $223 9.04 2.11 19,912-2005 3914 20 $2,.013 $228 8.85 2.15 Pre-1978 967 63 $240 $593 01.�40 47.14 Duct Sealing 19,78-19,911 417 21 $240 $259, 01.�93 20.51 19,912-2005 333 19 $240 $213 1.12 16�.92 Pre-1978 6�31 -19 $635 $285 2.23 8.31 CoolRoof 19178-191911 427 -14, $635 $206 3.09, 6�.01 19,912-2005 359, -14 $635 $170 3.72 4.97 Windows Pre-1978 1.0527 36 $9,.810 $815 12.04 1.57 Water Heating Package All Vintages 0 19 $208 $30 6�.83 3.03 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.50 7.98 7.78 Table 46: CZ 14 SDG&E - Multi"famfly Efficloency Upgrade Cost-effectioveness Results (Per Uni"t) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savi ngs Cost Ratio Envelope & Duct Pre-1978 731 45 $1,054 $4 3'1 2.45 91.49 Package 19178-191911 36�4 19, $987 $209 4.72 4.910 19,912-2005 310 16 $987 $174 5.66 4.09 Pre-1978 273 12 $594 $154 3.87 5.919 R-38 Attic Insulation 19,78-19,911 134 6 $526 $73 7.18 3.22 19,912-2005 118 6 $526 $6�3 8.36 2.77 Pre-1978 46�7 25 $120 $227- 22 0.44 52.62 Duct Sealing 19,78-19,911 227 7 $120 $125 0.96 23.918 19,912-2005 188 6 $120 $103 1.16 191.86 Pre-1978 250 -5 $184 $114 1.61 14.12 CoolRoof 19178-191911 188 -3 $184 $87 2.12 10.73 19,912-2005 152 -3 $184 $6�9 2.68 8.47 Windows Pre-1978 11080 26 $5;.,8,73 $570 10.30 2.24 A Water Heating Package All Vintages 01 16 $16�8 $26 6.5 , 3.85 L4R-La m p vs. C F L All Vintages 1.2 0 $3.99 $0.50- 7.918 7.78, so 0 2020-02-25 Agenda Packet, Page 170 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 15:The envelope, and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for all single family a�nd multifamily homes built before 2006. Window replacements are cost-effective for single fami'ly and multifamily homes built before 19,78. Note.- Grey rows indicate option is not cost effective. Table 47: CZ 15 - Single Fa fly Efficiency Upgrade Coist-effecti"veness Results Electricity Gas Measure Utility Cost Simple Lifecycle Measure Vintage Savings Savings Cost Savings Payback Benefit-Cost (kWh) (therms) Ratio Envelope & Duct Pre-1978 41 141 23 $3,.472 $1,.116 3.11 6.04 Package 19178-191911 21041 8 $3,212 $559, 5.75 3.27 19,912-2005 lIP877 7 $3,.212 $526 6.10 3.08 Pre-1978 11483 12 $2,273 $386 5.89 3.20 R-38 Attic Insulation 19178-191911 740 5 $2,.013 $192 10.49, 1.79 19,912-2005 769, 5 $2,.013 $204 91.88 1.910 Pre-1978 2AQ,A I r-0--r 91 $240 $6�80 0-35 53.24 Duct Sealing 19,78-19,911 11 182 2 $240 $331 0.7'3 25.86 19,912-2005 11039 1 $240 $299, 0.80, 23.41 Pre-1978 1184 -5 $635 $296 2.15 8.72 A CoolRoof 19178-191911 854 -3 $635 $223 2.8 . 6.59 19,912-2005 751 -3 $635 $201 3.15 5.913 Windows Pre-1978 31P214 4 $9,.810 $840 11.68 1.61 Water Heating Package All Vintages 0 19 $208 $24 8.71 2.45 LED Lamp vs. CFL All Vintages 1.2 0 $3.919, $0.30 13.26 4.68 Table 48: CZ 15 - Multifamio y Efficiency Upgrade Coist-effecti"veneisis Results Per Uni"t) Electricity Gas Utility cost Simple Lifecycle Measure Vintage Savings Savings Measure Cost Savings Payback Benefit- (kWh) (therms) Cost Ratio Envelope & Duct Pre-1978 lIP663 7 $1.,054 $445 2.37 9.6�7 Package 19178-191911 863 2 $987 $227 4.3 55 5.26 19,912-2005 762 $987 $195 5.07 4.51 Pre-1978 574 3 $594 $156 3.82 6�.00 R-38 Attic Insulation 19,78-19,911 285 $526 $77 6.8 1 7 3.33 19,912-2005 254 $526 $6�4 8.20 2.79, Pre-1978 11128, 3 $120 $299, 0.40, 57.10 1 A Duct Sealing 19178-191911 565 0-34 $120 $148 0.81 28.15 19,912-2005 501 0.20, $120 $129, 0.93 24.54 Pre-1978 455 -1 $184 $113 1.63 14.00 CoolRoof 19178-191911 351 -0.49 $184 $88 2.09 10.92 19,912-2005 2916 .1), $184 -0.45 $72 2.54 9.00 Windows Pre-1978 21P237 4 $5.,8,73 $581 10.11 2.26 Water Heating Package All Vintages 01 16 $16�8 $19 8.911. 2.92 LED Lamp vs. CFL All Vintages 1.2 0 $3.99 $0.30 13.26 4.6�8 51 2019-12-19 2020-02-25 Agenda Packet, Page 171 of 185 Existing Building Efficiency Upgrade Cost-effectiveness Study Climate Zone 16:The envelope, and duct package is cost-effective for all single family and multifamily homes built before 2006. Cool roof upgrades are cost-effective for multifamily homes built before 20,016 but are not cost-effective for si'ngle family homes.Window replacements are cost-effective for multifamily homes built before 1978 but are not cost-effective for single family homes. Note.- Grey rows indicate option is not cost effective. Table 49�: CZ 16 - Single Famfly Efficiency pgrade Coist-effecti"veness Results Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings Cost Ratio Pre-1978 6�35 231 $3.,472 $620 S.60 3.52 JO.A-r, Envelope & Duct Package 19178-191911 286 119 $3,212 $307 rw 1.89 19,912-2005 240 107 $3.,212 $271 11.87 1.66 Pre-1978 407 76 $2,273 $269 8.43 2.31 R-38 Attic Insulation 1917 8,-1919,1 176 38 $2.,013 $126 15.917 1.22 19,912-2005 155 36 $2.,013 $117 17.44 1.14 Pre-1978 236 128 $240 $307 0.78 25.32 Duct Sealing 19,78-19,911 103 6�O $240 $141 1.70 11.65 19,912-2005 79 55 $240 $125 1.912 10.34 Pre-1978 232 $635 $21 29.70 0.51 CoolRoof 1978-1991 153 -23 $635 $11 56.27 0.24 2-2005 107 -22 $635 -$3 -2 13.691 -0.18 Windows Pre-1978 267 162 $9,810 $376 26.11 0.76 Water Heating Package All Vintages 01 19, $208 $33 6.37 3.15 LED amp vs. CFL All Vintages 1.2 0 $3.99 $0.31 12.914 4.80 Table 50: CZ 16 - Multifamfly Efficiency Upgrade Coist-effecti"veness Results (Per Uni"t) Electricity Gas Measure Utility Simple Lifecycle Measure Vintage Savings Savings Cost Cost Payback Benefit- (kWh) (therms) Savings J Cost Ratio Envelope & Duct Pre-19,78 243 88 $1,054 $236 4.48 5.36 Package 1978-1991 119, 45 $987 $104 91.45 2.53 1992-2005 918 38 $987 $84 11.80 2.03 Pre-19,78, 115 22 $594 $76 7.81 3.04 R-38 Attic Insulation 1978-1991 56 11 $526 $34 15.48 1.53 1992-2005 49 10 $526 $30 17-311 1.37 Pre-19,78, 131 54 $120 $138, 0.87 27.75 Duct Sealing 1978-1991 63 22 $120 $55 2.20 10.87 1992-2005 47 20 $120 $43 2.80 8.56 Pre-19,78 100 -9 $184 $16, 11._5 7. 1.83 CoolRoof 1978-1991 79 -6 $184 $15 11.88 1.83 1992-2005 60 -6 $184 $11 16.912 1.27 Windows Pre-19,78 173 113 $5.,8,73 $257 22.83 1.06 Water Heating Package All Vintages 01 16 $16�8 $28 6.01 4.08 LED amp vs. CFL [::A::11:Vintages 1.2 0 $3.99 $0.31 12.914 4.80 52 2019-12-19 2020-02-25 Agenda Packet, Page 172 of 185 IN III til C1TY' C,0UNC'1L A,GEN' DA STIA, ""EMENT CITY, OF ..................................... CHUIAVISTA February 25,2020 File,ID: 20-0067 TITLE RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DIRECTING STAFF TO INITIATE AMENDING THE FORM BASED CODES OF' THE SECTIONAL PLANNING AREA PLANS FOR OTAY RANCH VILLAGE 9, VILLAGE 10, AND THE UNIVERSITY AND, INNOVATION DISTRICT TO CREATE A UNIVERSITY AND INNOVATION DISTRICT OVERLAY ZONE 'TO PROMOTE THE ESTABLISHMENT OF AN EDUCATIONAL USER IN CHULA VISTA AND TO DEVELOP A PARTNERSHIP AGREEMENT WITH HOMEFED CORPORATION TO FACILITATE THE, DEVELOPMENT OF THE UNIVERSITY AND INNOVATION DISTRICT RECOMMENDED ACTION Council adopt the resolution. SUMMARY The adopted University Innovation (UI)i District Sectional Planning Area (SPA) Plan currently allows for approximately 10 million square-foot of University and Innovation District uses to ultimately serve 20,000 students within City-,owned property. This action allows staff to initiate the process of creating a University Innovation Overlay Zone (Ul Overlay Zone) to increase opportunity to attract educational users to the City of Chula Vista. The Ul Overlay Zone would be applicable to the SPA Plan areas of Otay Ranch Village 9,Village 10, and the University Innovation District -- an area of approximately 560, developable acres across 8,017.5 gross acres. It would expand the area available for establishment of academic and innovation users, currently limited to the Ul District SPA Plan area. This new regulatory tool would enable flexible redistribution of currently approved land uses based on existing entitled development capacities, while meeting all open space and off-site preservation commitments and mitigations. The increased area available for establishment of educational and innovation uses would incentivize establishment of educational user(s) in the area by allowing development based on user-identified preferred location and space needs anywhere within the three SPA Plan areas. The Ul Overlay Zone would promote rapid response to potential users through a partnership between the City and HomeFed Corporation (the owners of Villages 9 and 10), and it would include a built- in review process to enable streamlined approvals to get university users established efficiently. Development would be consistent with the adopted vision; land use character and mix; transects; and open space and mitigation requirements of the underlying three SPA plans. ENVIRONMENTAL REVIEW The activity is not a "Project P) as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 150601(c)(3) no environmental review is 1111. 0 0 1 PIi3ge 1 2020-02-25 Agenda Packet, Page 173 of 185 required. Notwithstandina the foregoing, the initiation of creating a Ul Overlay Zone is also exempt from the California Environmental Quality Act (CEQA) based on State Guidelines Section 15061 (b)�(3), which states that the activity is covered by the common sense exemption that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is,no possibility that the activity in question may have a significant effect on the environment,,the activity is not subject to CEQA. The initiation of creating a Ul Overlay Zone will not result in any physical development in and of itself, and thus will not have an impact on the environment. Further, preparation of the specific Ul Overlay Zone, SPA Amendments and Ul Overlay Zone ordinance will require environmental review. BOARD/COMMISSION/COMMIT rEE RECOMMENDATION On November 8, 2019 the University Subcommittee of the City Council heard a staff report on a conceptual proposal to allow flexibility in land use distribution on properties within Otay Ranch Village 9, Village 10 and the University and Innovation District., The Subcommittee provided guidance on the proposal with clear direction to not create a regulatory tool that dictated where a University user should go, but rather leave flexibility for that to be determined by the University user(s). DISCUSSION Location,Existing Site Characteristics and Ownership Furthering the implementation of Chula Vista's long standing General Plan goal of' establishing an educational and innovation hub in Chula Vista,the UID SPA plan was adopted by City Council in November 2018. The plan addressed 38,3.3 acres of land owned by the City, entitling approximately 278, acres of developable land intended for co-location of academic institutions and innovation users that can promote education and employment in Chula Vista. The Ul District is split between two site�s; the Main Campus property (378.6 acres) and the Lake Property (5.2 acres) The Ul Overlay Zone would combine the Main Campus property with the full acreages of Village 9 (2,73.1 acres) and Village 10 (150.7) for a total of 802.3 gross acres and approximately 515.5 developable acres (see Attachment 1 -Locator Map). The Ul District Main Campus Property is located southeast and west of the intersection of Hunte Parkway and Eastlake Parkway and north o�f'the Otay River Valley (Assessor's Parcel Nos 643-070�-16, 644-08,0-09, 15, 16, 18 & 23 and a portion of 644-070-10). The Main Campus site includes High Tech K-12 schoo�ls and is immediately west of the San Diego Gas and Electric substation. The Ul District Lake Property is located just south of the Chula Vista Elite Athlete Training Center, east of Salt Creek and the Otay Ranch Preserve, and west of the Lower Otay Lakes Reservoir (Assessor's Parcel No. 643-040-06). The Lake Property is accessible via Wueste Road and is within the Eastlake III General Development Plan. The Lake Property is also vacant. Both Ul District sites are owned by the City of Chula Vista. The Lake Property is being excluded from the Ul Overlay Zone due to its location and environmental constraints. Village 9 is located at the southerly edge of the Otay Valley Parcel of Otay Ranch. Village 9 is located just east of State Route 125 (SR-12,S) and Village 8 East near the intersection of Eastlake Parkway and Hunte Parkway. Village 9 is surrounded by Millenia (formerly the Eastern Urban Center or EUC) to the north, the planned UID to the east, and the Multiple Species Conservation Program (MSCP) Open Space Preserve to the south. Village 9 currently consists of vacant, undeveloped land. Village 9 is owned by HomeFed Corporation. Otay Ranch Village 10 is located south of Hunte Parkway and the UID, west of Salt Creek Canyon and north of the Otay River Valley. Existing development in the vicinity of Village 10 includes Otay Ranch Village 11 to the north. Village 10 is also owned by HomeFed. P �3ge 12 2020-02-25 Agenda Packet, Page 174 of 185 Background The City of Chula Vista adopted the Ul District SPA Plan (Ul SPA) on November 13, 2018 by Resolution No. 2018-223 and Ordinance 344. 'Thi,s action entitled an approximately 10 million square-foot University and Innovation District that will ultimately serve 20,000 students on approximately 383 acres within the Otay Ranch and Eastlake, III communities. The UI SPA defined: the vision- land use character and mix; design criteria; pedestrian,bike and vehicular circulation systems; and the infrastructure requirements to attract a university and innovation user campus or collection of campuses in Chula Vista. The location of the Ul District was established based on City of Chula Vista land ownership. The Ul SPA included a "Flex District Overlay" designation (Attachment 3) intended to allow a 'permeable' edge for development, enabling uses and development forms to occur across boundaries where it makes the most sense to adapt to the user and market demands. The "Flex District Overlay" app�lied to limited portions of the Ul District,Village 9, and Village 10.Under this approved concept the City of'Chula Vista and adjacent property owners can voluntarily locate Ul District uses in Village 9 or 10, and supportive town center and residential uses in the Ul District property. Proposed Overlay Zone Descripti'on The Ul Overlay Zone would expand the existing vision and framework set forward by the Ul SPA, including the approved "Flex District Overlay"' designation, to a larger geography that allows for flexible redistribution of university, innovation, supportive commercial and market residential uses. (see Attachment 2 -Conceptual University Innovation Overlay Zone Area). The location of the existing Ul District provides a vision, regulatory appr�oach, and maximum capacities for attracting educational users. Village 9 and Village 10 were planned to provide university supportive uses and residential housing for the Ul District. Village 9 separates the City-owned Ul D�istrict land from SR-125 and Millenia urban center and provides limited interface with planned Bus Rap�id Transit (BRT) routes to a university user and major transportation routes. The limited applicability of the existing "Flex District Overlay" designation provides for some market-resp o nsive flexibility; however, it does not provide the level of flexibility warranted to address the expressed interests of potential university and innovation users. In discussions with a variety of universities, the above stated factors have been identified as challenges to locating an educational department or campus in the Ul District. Relocation of the university innovation area closer to the intersection of Hunte Parkway and SR-125 has been noted as being better suited to contemporary university and innovation needs. The proposed Ul Overlay Zone would support establishment ofuniversity and innovation uses by enabling development opportunities customized to the user's needs and preferences. The proposed Ul Overlay Zone would expand the existing approved "Flex Overlay District" concept across Village 9�,Village 10, and the Ul District for increased responsiveness to university users while maintaining the existing entitled maximum capacities and meeting open space and preserve commitments. The Ul Overlay Zone will guide physical development within its boundaries. It is not an implementation plan, and adoption of the zone does not constitute a commitment to any specific project, construction schedule, or funding priority. Rather, the Ul Overlay Zone would provide for an alternative to the existing, previously permitted transects as established by the adopted SPA plans to better accommodate university facilities should the property owners wish to exercise the provisions of the Ul Overlay Zone. Underlying SPA Plan approvals will remain in place should the Ul Overlay Zone not be utilized. P �3ge 3 2020-02-25 Agenda Packet, Page 175 of 185 The Ul Overlay Zone would enable a university user to have the flexibility to determine the appropriate location, size, and configuration for their needs within a development framework that creates an active, urban innovation environment. This approach would also increase the attractiveness of Chula Vista as a university location by allowing the City to be responsive to user needs and eliminating the regulatory hurdles of re-planning or re-entitlement.This regulatory approach would allow for and facilitate: 1. Near-term phased installation of needed infrastructure 2. Ability to rapidly develop buildings that can be o�ccup�ied by university/innovation users I User-determined location and size 4. Near-term completion of direct access to,SR-125 5. Ability for university users to more,fully benefit from early southward extension of BRT services The Ul Overlay Zone would be facilitated through a development partnership between the City of Chula Vista and HomeF'ed. One hurdle potential users see in locating in southeast Chula Vista is the time required to get the infrastructure and building improvements in place for occupancy. The, Ul Overlay Zone and partnership would streamline the future plan review process and enable the City to quickly respond to interested university and innovation users. The Ul Overlay Zone would specifically allow property transfers between existing ownerships (City of Chula Vista and HomeFed). As location(s) and acreage(s) are identified for development of a university or inno�vation user, a property and entitlement transfer would take place to respond to the user. This process would enable, flexibility and change of transect without rezoning propertv: the property and entitlement transfer would identify the zoning transect(s) they were electing to use from the underlying three SPA Plans. Development proposals under the Ul Overlay Zone would be required to be consistent with the transect standards identified in the existing SPA Plans; however, the application of those transects would not be limited to the underlying SPA Plan boundaries.This process builds on the Flex Overlay Zone established by the existing Ul SPA and applies the concept more broadly for better accommodation of university users. Total Development Potential The Ul Overlay Zone will maintain the maximum development potential in the existing three underlying SPA Plans. Flexible redistribution of uses within the Ul Overlay Zone would be required to identify the square footage, number of units, and use type consistent with the existing entitlements. Total development potential possible under the Ul Overla, Zone is summarized in Table 1; development potential is identified y by the underlying SPA Plan. All open space and mitigation commitments would be met, including the open space preserve edge. P �3ge 4 2020-02-25 Agenda Packet, Page 176 of 185 Table 1 - Proposed Ul Overlay Zone Maximum Development Potential Permitted Development Market- Commercial Non- On-Site Rate Sq.Ft.Range Total Gross Developable Developable Livi'ng Residenti'al Entifflements Acres Acres* Acres Unfts Units Low Hig�h Ul District 378.3 144.4 234.1 11613 2)000 - 10�0031600 Village 9 273.1 88.0 185.1 - 4fiOOO 50000 1)500�00o Village 10 150.7 54.4 96�.3 1)740 - Ul Overlay 8023 286.8 515.5 1p613 71740 500,0�00 11p503p600 Zone'Total *Non-Develop�able areas include community purpose facilities,potential school sites,parks,private open space,and pedestrian and vehicular circulation systems., Revi"ew Process and Design Review The Ul Overlay Zone will include an administrative review process that: A. Manages the transfer of property on all projects occurring within the area B. Establishes a review process specific to the proposed transfer C. Assesses proposed projects for consistency with the establish vision and development standards of the underlying SPA Plans D. Sets a framework for substantial conformance determinations that allow for flexibility and responsive to the specific university need E. Relies on administrative permits to allow for development based on existing entitlements without iterative review F. Provides an appeal process and discretionary review for projects that do not meet the intent of the underlying SPAs or exceeds the thresholds for substantial conformance. Property transfers under the Ul Overlay Zone would be managed through a land transfer tracking tool for transparency and detailed accounting. Total entitled land area ownership will not change based on redistribution, and the tool will enable the partnership to quickly understand what is available for university or innovation user needs. Clarculation Network Framework A modified vehicular circulation network would be established as part of the overlay to support a more flexible development p�lan. This would include a paired interchange design with frontage roads along SR- 125. The improved paired interchange at Hunte Parkway and Otay Valley Road would create multiple access points for villages on both sides of SR-125 and would evenly distribute traffic throughout the network. 'The improved circulation system would create development areas conducive to increased flexibility for users. Implementation through Partnership Staff believes a successful implementation of the Overlay Zone requires a formal partnership between the City of Chula Vista and HomeFed Corporation. Staff would propose to negotiate an agreement that would identify HomeFed as the master developer for the Ul Overlay Zone area so as to remove one of the biggest hurdles potential users see in locating on the UID�, that being, the time and expense required to get the infrastructure and building pads in place to allow for vertical development for university or innovation users. The partnership proposed would streamline the process to reorganize the entitled use(s) to allow for the rapid response for university users and manage the transaction process. It would specifically allow property transfers between existing ownerships. As location and acreage are identified for development of P a g e 15 2020-02-25 Agenda Packet, Page 177 of 185 a university or innovation user, a property transfer would take place to respond to the user. 'This process would enable flexibility and change of transe,ct without rezoning property. In addition, the partnership proposed would provide a mechanism to bring capital to the development of' university and innovation users that would not exist outside of a partnership with the master developer. Proposed Timeline The timeline for the next steps is: 1. Spr�ing/Summer 2020: draft the specific Ul Overlay Zone and SPA Amendments. 2. Summer/Fall 2020: draft Overlay Zone ordinance brought forward to Planning Commission then City Council Hearings. 3. Summer/Fall 2020: Partnership agreement with Homefed 4. 2 02 1: Phase I ground-breaking for a University or University catalyst user. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2,section 18702.2(a)(7) or (8),for purposes of the Political Reform Act(Cal. Gov't Code§87100,etseq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT" The processing of the Ul Overlay Zone and all supporting documents are budgeted as part of the General Fund. ONWING FISCAL IMPACT The cost of future p�rocessing of individual development projects in accordance with the Ul Overlay Zone will be paid for by project applicants. MYTACHMENTS Attachment 1 -Locator Map Attachment 2 -Conceptual University Innovation Overlay Zone Area Attachment 3 -Existing Flex District Overlay Staff Contact:Kelly Broughton,Development Services Director P �3ge 6 2020-02-25 Agenda Packet, Page 178 of 185 Attachment No. 1 — Locator Map "Will U11, 1111. 111 'S 0,11F if P Im 1/s Ila Sp, v"'o Pr SW �f i66, M, j NS N A_4� — 0 �.N 11 % I'llbill 'N' wo, Oil"pir a,WrM Ne Or IBM/ J 'A IW lo. '-4v— "mr," WiI M,R W'Uvq� jh�, �jul -NI ON, a,�1% T WJ RIM %1,111 SOQ C,F kip NO, 11, 1Q, ji Of OU UP 'Nill ell �d ON T, IN! AA,0, 011 Sul, Or' I'll,SJ ;e �X, fal� -411 ............ I el, I i; "k N� ,," ;TP I N� ........... fj im Ilk "11%," Ji /)#?.;J�q A",W-W'# It I" w 'I "'A 10 sw ma U11 �Ia w A� ............. "NI.Al �lj 0 IN to Ilk # 'fj jj� "Ni, "If 'A ON OPP Pip lie NI k F", u n t ve,l rs 1"'ty, iljj(�11111111 R Nq-fl"' ol <11 IF, "1", 1111111 011 Nh III ".."I /a, UP pl. A l%q '.U1 q o"O W46, v a uff IN V, "Jik w ir Ir, I// U-- I,,),ly,-/ " , IN I#it i'l Y, oil fj v I I 4A INN Oki ii Jill 6j V i I I All p U #j Al 10 IN Vi I I a g le 8, E a Ik 41 10 F * UK, j U, IN i,a A %010", III of Jim 41 4 �a, e --F v ii 11 8 W, PNO N f Old fit (110 'N j n� 2020-02-25 Agenda Packet Page 179 of 185 Attachment 2 — Conceptual U�ni'versity Innovation Overlay Zone Area A IN gpq �al M "A 41, 311 ON!0) p ol, '?Y -ll- Vl' 14 010, r1s, ,"Ma 41/1" /A", I , "I 1 1,11--1 NR Jf 4,/1 "0, Illy Ji /g- VAI�A V If" wr "j,oJ Ki/ A )AWi e/0" 'S, ",jo "�)im� Aqj, 0 W, M J, 04, a /F S/ aOil'/I/)i,l li k/ ee� 71111, 01 AF111 '16 fy, 41/®r'l k ? `z Al % .......... ................ 4�, lige, ";g ji l7ma In............../ ....... 4 J�l 2 w, 17 ,44), g"V A A 11 ",.......14,11"1 UP Y d M V Vli R R (t F r (iww..... l"T `W MWIS'a i", WX 21,7 g, .......... sl,Wm 2, I,,A ,4V �M f m,Im 2020-02-25 Agenda Packet Page 18,0 of 185 Attachment No. 3 — Existing Flex District Overlay "J, tl:�k '11,11 ag Vi I e 1,'11 ,00 C ,X �, 1K Ar 11 it "Ilk "p A T 'Nil 116 01 'lop" j,Rant'h Guy ])a rp il oil rho, ff �p JPM�, , 110111 W, ij W, bow" [4,,,gg e .............."I'll NIV ISOM,, ..................... Villave ID io Lake P ro peirty Flex District UA"Werlay ..........I�........................................................ 2020-02-25 Agenda Packet, Page 18,1 of 185 RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DIRECTING STAFF TO INITIATE AMENDING THE FORM BASED CODES OF THE SECTIONAL PLANNING AREA PLANS FOR O�TAY RANCH VILLAGE 9, VILLAGE 10, AND THE UNIVERSITY AND INNOVATION DISTRICT TO CREATE A UNIVERSITY AND INNOVATION DISTRICT OVERLAY ZONE TO PROMOTE THE ESTABLISHMENT OF AN EDUCATIONAL USER IN CHULA VISTA AND TO DEVELOP A PARTNERSHIP AGREEMENT WITH HOMEFED CORPORATION TO FACILITATE THE DEVELOPMENT OF THE UNIVERSITY AND INNOVATION DISTRICT WHEREAS, the area of land that is, the subject of this Resolution is diagrammatically represented in Exhibit A, attached hereto and incorporated herein by this reference, and commonly known as the Village 9, Village 1,0 and University Innovation District, and for the purpose of general description consists of three distinct properties totaling approximately 807 acres and located south of the intersection of Eastlake Parkway and Hunte Parkway, north of the Otay River Valley, and east of SR-125 (Project Site)- and WHEREAS, the City Council previously approved the Sectional Planning Area Plan (SPA Plan) for Village 9 on June 3, 2014, for Village 10 on December 2, 2014 and for the University and Innovation District(UID) on November 18, 2020; and WHEREAS, as part of the approval of the UID, the City Council established a flex overlay zone allowing development from one SPA plan to be transferred to another property in an adjacent SPA plan to enhance development timing and improve the relationship of uses between SPA plans-, and WHEREAS, City Council desires to further expand the area available for establishment of academic and innovation users, currently limited to the UID SPA Plan area by the creation of a University Innovation Overlay Zone (Ul Overlay Zone) over the Pro ect Site to increase opportunity j to attract educational users to the City of Chula Vista (Project). The Ul Overlay Zone would be applicable to the SPA Plan areas of Village 9, Village 10�, and the University Innovation District -- an area of approximately 560 developable acres across 807.5 gross acres; and WHEREAS, the City Council seeks to form a partnership with HomeFed Corporation to facilitate future development of University and Innovation facilities and uses; and WHEREAS, the activity is not a"Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3,) no environmental review is required. Notwithstanding the fo�rego�ing, the initiation of 2020-02-25 Agenda Packet, Page 18,2 of 185 creating a Ul Overlay Zone! is also exempt from the California Environmental Quality Act (CEQA) based on State Guidelines Section 15061 (b),(3), which states that the activity is covered by the common sense exemption that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Required environmental review will be completed for the development of the Ul Overlay Zone as part of future drafting of necessary ordinances, resolutions and agreements. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista that it hereby directs staff to initiate amending the fon-n based codes of the Sectional Planning Area Plans for Otay Ranch Village 9, Village 10�, and the University and Innovation District to create a University and Innovation District Overlay Zone to promote the establishment of an educational user in Chula Vista and to develop, a Partnership,Agreement with HomeFed Corporation to facilitate the development of the University and Innovation District. Presented by-. Approved as, to form by: Kelly Broughton, FASLA Glen R. 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