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Agenda_2020_3_3_MeetingCITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Consideration of a motion to accept the Study Session Summary from the February 11 study session on the Boulder Public Library Master Plan Follow Up. PRESENTERS Jane S. Brautigam, City Manager Tanya Ange, Deputy City Manager David Farnan, Director of Library and Arts Kady Doelling, Executive Budget Officer David Gehr, Chief Deputy City Attorney Janet Michels, Senior Assistant City Attorney Kara Skinner, Assistant Director of Finance Alyssa Dinberg, Management Analyst EXECUTIVE SUMMARY At the July 24, 2018 City Council study session, staff presented an overview of the draft Boulder Public Library Master Plan including a summary of community input and master plan goals. The Library Commission’s conclusions and recommendations about the master plan and library funding were also presented. Council provided direction that staff should move forward with hiring a consultant to perform a balanced and impartial analysis of all funding needs and options for funding each service level outlined in the 2018 Boulder Public Library Master Plan. Based on council direction, and in-depth financial analysis was conducted by the George K. Baum & Company (GKB). Council also requested information on governance, process, structure, and asset allocation related to the formation of a library district. A legal analysis was conducted to determine the governance issues required under Colorado law for creating and operating a library district. Library districts have their own section of Colorado law - Colorado Library Law, C.R.S. § 24- 90-101, et seq. The law firm Seter Vander Wall P.C provided a report about the formation of a library district. The law firm compared library district formation by ordinance and by petition and provided Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 1 information about the Poudre River Public Library District (Fort Collins), the Berthoud Public Library District and Jefferson County Public Library. STAFF RECOMMENDATION Suggested Motion Language: Staff requests council consideration of this matter and action in the form of the following motion: Motion to accept the summary of the February 11 study session on the Boulder Public Library Master Plan Follow Up. The summary is included as Attachment A to this agenda item. BACKGROUND The 2018 Boulder Public Library (BPL) Master Plan was accepted on September 4, 2018. The plan outlines community-driven goals for the next ten years. It is designed to serve as guide for how the library sustains outputs, meets growing demand, and builds a resilient and sustainable future. It identifies two key development priorities to: •Strategically address ongoing growth in demand and future needs identified for the entire community with specific focus on youth as well as underserved community members and neighborhoods. •Sustain quality service and current service level needs (created by past growth in demand) with adequate funding and address a backlog of facilities maintenance. Following acceptance of the Master Plan, council directed staff to hire a consultant to perform a balanced and impartial analysis of all funding needs and options for funding each service level in the plan as well as information on governance, process, structure, and asset allocation related to the formation of a library district. This information was presented during the November 27, 2018 study session. NEXT STEPS There will be a public hearing on March 17 with council direction on the future state of the library service model. ATTACHMENTS A.Summary of the February 11 City Council Study Session Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 2 February 11, 2020 City Council Study Session Summary Financial/Revenue and Budget Update PRESENT Council Members: Sam Weaver, Bob Yates, Aaron Brockett, Rachel Friend, Junie Joseph, Mirabai Kuk Nagle, Adam Swetlik, Mark Wallach and Mary D. Young. Staff Members: David Gehr, Kady Doelling, Tanya Ange and David Farnan. PURPOSE The purpose of the February 11, 2020 Study Session was to present information regarding governance, process, structure and financial analysis related to the formation of a library district. PRESENTATION Chief Deputy City Attorney, David Gehr, began the presentation by providing background on the library district evolution and how we got to the conversation tonight. Mr. Gehr then explained that a library district can be formed two ways: by resolution/ordinance or by petition. He presented a chart that showed the major steps in each process and highlighted the similarities and differences. Mr. Gehr provided more detail on each process in subsequent slides. Resolution/Ordinance If a library district is a desirable outcome, Mr. Gehr highlighted that establishing the district by resolution or ordinance allows greater control of the process. It allows the establishing entities to determine the appropriate boundaries of the district. The library law also provides that a number of issues may be addressed in the resolution/ordinance and the subsequent intergovernmental agreement between the newly formed library district and the participating governmental entities, which would be the city and Boulder County. He then explained that once a petition to form a library district is filed with the Board of County Commissioners, the establishing entities must hold public hearings, after published notice, to discuss the purpose of the library district, its powers and the financial and other obligations of the establishing entities, if any. The entity that wishes to propose a library district is required to give 90 days’ written notice of the proposed establishment to any “governmental unit” that maintains a public library so that they may determine whether to participate in the district. Governmental entities that intend to establish a library district by resolution or ordinance are required to describe in the resolution or ordinance the proposed district’s legal service area, specify the mill levy and property tax dollars to be imposed or other type and amount of funding and state that the electors of the library district must approve any amount of tax levy. The library district is established upon adoption of the resolution or ordinance. The resolution or ordinance may set up a system for the establishing entities to appoint the first library district board of trustees (5 or 7 members). Within 90 days after appointment of the trustees to the board, the establishing entities and trustees must enter into an intergovernmental agreement (“IGA”) describing the rights, obligations and responsibilities to one another, if any. Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 3 Petition Mr. Gehr then shifted to establishing a district by petition. He emphasized that 100 electors residing in the proposed library district “service area” can trigger an election to form a district by petition. The petition is required to be addressed to the county commissioners of each county proposed to be included in the district and must be filed at least 90 days before a TABOR election. The petition process is required to follow C.R.S.§ 24-90-107(3): a.The petition must include a request for establishment of the district; identify the governmental units involved; provide the name of the proposed library, including the words “library district”; contain a description of the “service area”; and specify the proposed mill levy; all in compliance with C.R.S.§ 24-90-107(3)(a). b.At the time of filing the petition, the petitioners must file a bond to pay election expenses in the event the election is unsuccessful unless waived by the county. c.Once in receipt of the petition, the establishing entities must either adopt a resolution or ordinance establishing the district or submit the question of establishment to a vote. Either way, a TABOR election will be required to establish the mill levy that will fund the proposed library district. d.After a successful election, the legislative body of each establishing governmental unit shall establish the library and provide for its financial support beginning on or before January 1 of the year following the election. e.As with establishing a library district by resolution or ordinance, upon establishment of a library district by petition, following a successful election, the legislative bodies of the establishing governmental units must appoint 5 or 7 library trustees. These trustees will then negotiate an IGA, with each participating governmental unit, to address the same matters for a library district that is formed pursuant to an ordinance or resolution. Each participating governmental unit and the library board must enter into an IGA within 90 days of after appointment of the library board of trustees, or as extended by mutual agreement of the parties. C.R.S. § 24-90-107(c)(h). Financial Information The presentation then shifted to the financial portion where Executive Budget Officer, Kady Doelling, informed council of the assumptions she used in the analysis. The assumptions include eliminating the city’s 0.333 mills dedicated to the library and the financial impact is calculated at 3.85 mills, which is aligned with the Library Champions rate. Ms. Doelling presented two charts – the first displaying total library costs compared to the second chart which showed the operating sources for the library. Total library costs include the operating expense along with administrative overhead and facilities maintenance/capital expenses. The operating expenses is funded 83% from the General Fund and 17% from the dedicated 0.333 mills in the Library Fund. Ms. Doelling shifted to explaining the three proposed boundary lines of a library district as presented in November 2018. The first boundary is the city limits, which captures roughly 65% of library card holders. Mr. Farnan clarified that the Library has a system where it keeps library card up to date and purges people that do not use them from the system on an ongoing basis. Ms. Doelling explained that the expanded boundary captures 80-85% of library card holders. Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 4 Depending on the boundary, revenue generated from 3.85 mills would be between $16-20 million. She then translated the 3.85 mills for a $850,000 property. For residential property, the increase would be $234 annually and commercial would be $949 annually. Comparing the current property tax rate to surrounding communities, Boulder has the third lowest mill rate and with the potential of a district, it would be the fifth lowest. Ms. Doelling finished the financial portion by reminding council of the various unfunded needs throughout the city. Questions for Council The presentation concluded with Ms. Doelling explaining the next steps and posed the following two questions to council: 1.Does council have questions about library district governance, structure, process or financing? 2. Is there additional information council directs staff to prepare for the March 17 public hearing? CLOSING REMARKS AND DISCUSSION Council had several questions and clarifications regarding the petition or resolution/ordinance process. Outside legal counsel, Kim Seter, fielded many of the questions. Council had the following questions related to the petition process: What are the options for the city if a petition is filed? o The statute provides the city an opportunity to opt out of the district if it does not want to participate in the district. The city may also allow the petition to be certified and placed before the voters of the proposed district boundaries. The other option is for the city and the county to pass a resolution or ordinance forming the district. C.R.S. § 24-90-107(3)(d). Who is the establishing entity? o The Library Law requires that the petitioners identify the governmental unit or units establishing the library. C.R.S. § 24-90-107(3)(a)(II). The Boulder Library Champion’s petition identifies the city and the county as the establishing entities. See § II of the petition. Who determines the boundaries of the library district? o In the case of formation by petition, it is the petitioners. In the case of formation by resolution or ordinance, the boundaries are established by the legislative bodies of the participating governmental units. C.R.S. § 24-90-107(2)(c). Who determines the board members? o If a library district established by more than one governmental unit, the legislative body of each participating governmental unit shall appoint two of its members to a committee that shall appoint the initial board of trustees. Thereafter, any such legislative body or bodies may either continue such a committee or delegate to the board of trustees of the library district the authority to recommend new trustees. Trustee appointments shall be ratified by a two-thirds majority of the legislative body; except that the failure of a legislative body to act within 60 days upon a recommendation shall be considered a ratification of such appointment. C.R.S. § 24-90-108(2)(c). Thereafter, the method of appointment or election to the Board may be governed by the bylaws of the board of trustees of the district. C.R.S. § Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 5 24-90-109(1)(a). The method of trustee selection may also be addressed in the required intergovernmental agreement. C.R.S. § 24-90-107(3)(h). Is a TABOR vote required when a district is created by way of the petition process? o No. The requirement is that if a majority of the electors voting on the question vote in favor of the establishment of a library district, the legislative body of each establishing governmental unit will provide for its financial support beginning on or before January 1 of the year following the election. C.R.S. § 24-90-107(3)(g). For example, Gilpin County provides revenue for its library district. o Typically, a TABOR vote to authorize taxation is requested to be placed on the ballot along with district formation question. The Boulder Library Champions petition requests that the county commissioners place a TABOR question on the ballot. Does the vote precede the Intergovernmental Agreement (IGA)? o The vote to establish the library district precedes the IGA. If the vote to establish the library district is successful, the Colorado Library Law requires the legislative body of each participating governmental unit and the library board of trustees to enter an IGA within 90 days after the appointment of the library board of trustees. C.R.S. § 24-90-107(3)(h). How long does the IGA process take? o The statute requires that the IGA be completed within 90 days after the appointment of the library board of trustees or such other time that is mutually agreeable to the participating governmental units and the library district board. C.R.S. § 24-90-107(3)(h). Many other districts have taken longer than 90 days to develop the IGA. In the case of Ft. Collins, after the election, the governmental units entered an interim IGA, and later replaced it with a more detailed IGA to guide the relationships between the parties. Is there a way to engage in a process of negotiation to determine what the IGA will look like before going through a vote? o In order to have an IGA you have two sides to negotiate the agreement. Where a petition to establish the district is put to a vote, the IGA cannot be negotiated before the vote to establish the district. If the vote is successful, the legislative bodies of each establishing governmental unit must establish the district, appoint the library district board of trustees, and then negotiate the IGA between the governmental units and the district trustees. o Negotiating an IGA before the TABOR election could occur if the city and county form the district by resolution or ordinance. In that case the city and county can provide within the resolution or ordinance that the district will be dissolved if the funding does not take place within a certain timeframe, as well as establish the other conditions, district governance and describe the rights, obligations and responsibilities of the parties to one another. What happens with assets? o The library law does not specify an approach of dealing with the library assets that will need to be addressed in the transition from a municipal library to a library district. It provides that the IGA should address the transition from a library to a library district, including things like ownership of the library's real and personal property, personnel and the provision of administrative services during Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 6 the transition. § 24-90-107(3)(h)(I). Typically, the city assets are either conveyed or leased at a nominal amount to the district. Cities often place terms and conditions on the district for such conveyance. Can the district raise mill levy at any time without city say? o Yes. The district is a political subdivision of the state with the power to levy property taxes. The legislative body of the district (the board of trustees) is authorized to approve taxes. See § 24-90-112(1)(a)(I). Additional taxes may be levied after the establishment of the first mill levy if it is adopted in compliance with the taxpayer bill of rights. See § 24-90-112(3). What is the opt out time frame? o The petition committee must submit its petition at least 90 days before a TABOR election. The county will provide the city with notice that they are going to address the petition; the city has 30 days from the date of that notice to opt out. Shifting to the financial section, council discussed the differences between the direct and indirect cost of the library, especially as is relates to the portion the city would see if a district was created. Council also focused on the impact to property owners within the city and outside city boundaries and the disproportionate impact to commercial properties due to state laws. For the March 17 memo and presentation, council requested the following: Financial information displayed as revenue dollars per patron served in the various boundaries. Additional information regarding the number of commercial properties affected in a proposed library district and the increase as a percent change in addition to the monetary increase. Combined tax burden analysis for City of Boulder residents. Value of library book collection. Further clarification on the financial impact to the city if a library district is formed. Options for property tax rebates that the district could provide. NEXT STEPS There will be a public hearing on March 17 with council direction on the future state of the library service model. Item 3B - Study Session Summary - Boulder Public Library Master Plan Follow Up - Page 7 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Consideration of a Motion authorizing the City Manager to enter a Lease with Women’s Wilderness Institute concerning the use of the Harbeck-Bergheim House PRESENTER/S Jane S. Brautigam, City Manager Yvette Bowden, Director, Community Vitality Alison Rhodes, Director, Parks and Recreation Jeff Haley, Planning, Design and Community Engagement Manager Margo Josephs, Community Partnerships and Outreach Manager Tina Briggs, Parks Planner Caitlin Berube-Smith, Historical and Cultural Asset Coordinator EXECUTIVE SUMMARY: This item provides City Council with an update concerning the Parks and Recreation department’s Harbeck-Bergheim House project and seeks Council’s support of a motion authorizing the City Manager to enter a lease agreement with, Women’s Wilderness Institute, as the identified preferred tenant of the Harbeck-Bergheim House - a city- owned, locally designated historic landmark located at 1206 Euclid Avenue, Boulder, CO. This memorandum includes information on the department’s application of a Council, PRAB and community supported process in selection of a preferred tenant and an overview of how the proposed lease terms aligns with prior Council direction. The parties have negotiated in good faith and propose a lease with an initial term of April 1, 2020 – March 31, 2023 as further described in this document. Item 3C - Harbeck-Bergheim House Lease Agreement 1 The proposed agreement: Enhances the city’s ability to ensure the long-term care and preservation of the home; Provides public access and allows community beneficial opportunities for use and subleasing to community serving organizations; Considers and supports tenancy respecting neighborhood compatibility considerations; and Aligns with Master Plan direction concerning community building partnerships, and the financial sustainability of the department’s facilities and programs (Master Plan Theme 3D). As the negotiated terms call for a lease term of greater than three years, Council support is required. Suggested Motion Language: Staff requests Council’s consideration of the following motion: Motion to approve the Lease Agreement between the City of Boulder and Women’s Wilderness Institute and to authorize the City Manager to make minor amendments prior to or during the term of this agreement in order to ensure that the Harbeck-Bergheim House is managed in a manner that is consistent with applicable laws, the policies and regulations of the City of Boulder and the Declaration of Use applicable to the property. BOARD AND COMMISSION FEEDBACK: During an earlier phase of the project, representatives of both the Landmarks Board and the Parks and Recreation Advisory Board participated in a joint board meeting considering future options for the home’s use and giving input toward the tenant selection criteria ultimately approved by City Council during the April 16, 2019 regular meeting. PRAB discussed the draft lease at the January 27, 2020 business meeting and subsequently approved the draft lease during its February 24, 2020 business meeting, with an amendment to further clarify the ability for community members/groups to use the space at cost (e.g. paying for any cleaning fees or associated WWI staffing needs) PUBLIC FEEDBACK: The community provided extensive input on the project, including responses to department issued surveys, participation in stakeholder meetings and open houses and through comments during PRAB meetings and the project-related public hearing over the course of the past two years. Throughout the project, staff has also kept the community informed by providing press releases, a monthly subscriber email, several Channel 8 news segments, community newsletter content, features in the department’s Recreation Guide, and a dedicated project webpage. The public has also provided valuable volunteerism during the project contributing to project-related research, repairs to the home, its signature Tiffany-styled window and surrounding grounds. BACKGROUND: Over the past two years, Boulder Parks & Recreation (the department or BPR) has explored the community’s preferences concerning future use of the Harbeck-Bergheim House following the relocation of the home’s prior tenant, the Museum of Boulder. This Item 3C - Harbeck-Bergheim House Lease Agreement 2 exploration project, initiated in April 2018, was implemented as a four-phased process and included extensive community, technical and historic-preservation expert engagement, the acquisition of case studies, a Memo of Interior Character Defining Features , a property appraisal, and an inspection of the home which were the subjects of several PRAB consent items and specific PRAB packet memoranda. The department’s exploration was further informed by recommendations arising out of a joint meeting of representatives from the city’s Landmarks Board and PRAB as accompanied by Historic Preservation and Parks & Recreation staff on February 21, 2019. At the April 16, 2019 meeting, City Council approved the “motion to support the exploration of a lease for the Harbeck-Bergheim House at market rate favorably considering community values but expected to be no less than full cost recovery” based on staff presentation and recommendations. Finally, the department has worked throughout the project to ensure that stakeholders and broader community were regularly apprised of the exploration project’s progress via open houses, guided tours, social media posts, press-releases, a monthly subscriber email updates and a regularly refreshed dedicated city webpage. The project has now progressed to the identification of a preferred tenant organization, negotiated terms and recommended support of those terms which was unanimously supported by PRAB during their February 24, 2020 regular meeting. ANALYSIS: Following PRAB’s and Council’s approval of staff’s recommendation to lease the Harbeck-Bergheim House, the department issued a request for services of a local realty company to support solicitation, consideration and negotiation of terms for a preferred tenant. The Colorado Group was retained to provide these services. The Competitive Process and Selection Criteria Simultaneous to updating the project’s dedicated website, staff pushed multiple social media blitzes, used eblasts, and sent e-mail notifications to announce the opening of the competitive proposal solicitation and consideration process. In addition to the high level of staff effort to spread the word, The Colorado Group used multiple avenues including direct marketing to real estate agents/brokers and non-profit agencies in addition to standard real estate marketing practices. These notices directed that interested parties could submit proposals before the November 1, 2019 closing date directly to The Colorado Group. The Colorado Group then advised staff that five timely submissions were received and conducted a review of those submissions, resulting in a varying degree of satisfaction and completeness The Colorado Group also provided their feedback of the pros and cons of each proposal and a recommendation from their expert real estate perspective. Staff then further weighted the proposals with emphasis on the community- supported criteria and alignment with the department Master Plan. A comparison of final rankings on those proposals is as follows: Item 3C - Harbeck-Bergheim House Lease Agreement 3 Overall Ranking Proposal 1 (Women’s Wilderness) Proposal 2 Proposal 3 Proposal 4 Proposal 5 Total Ranking (lowest # is best) 5 15 11 19 10 Applying community, council and PRAB supported selection criteria and reflecting the above-referenced final proposal ranking, the city has determined to proceed to lease negotiations with the proposal submitted by Women’s Wilderness. During PRAB’s initial discussion of the lease arrangement, additional information concerning the compared proposals was requested, which were responded to in the PRAB Action Item memorandum, dated February 24, 2020. About the Preferred Tenant Organization Women’s Wilderness, established in 1998, is a Boulder-based nonprofit organization which supports girls, women and the LGBTQ+ people in accessing their power and improving their health through connections to the outdoors and community. They currently operate from offices located at 2845 Wilderness Place in Boulder. Since their inception, the organization has served over 6,500 community members and, through the support of donors, awarded over $400,000 in financial aid supporting inclusive programming in the community. Agreement Terms Overview - The Harbeck-Bergheim House is a highly valued and unique department asset. Under the proposed negotiated terms of the lease agreement, the home would remain a City of Boulder property and department asset with its exterior protected by existing applicable local landmark designation. The parties have negotiated in good faith over the course of several months developing a mutually beneficial model for the lease reflecting community considerations and department master plan alignment further described below. Term & Termination - The parties have agreed to a term of three (3) years with an option of two three (3) year renewal period for a total possible length term of nine (9) years as the parties might subsequently agree in writing. Relevant termination provisions are outlined in the Agreement concerning a security deposit, liability, insurance and notice which are consistent with the City’s standard leasing practices. Use – The parties agree that the home’s use will be limited to those activities required for the tenant’s organization including administration, its owned gear storage, program related food preparation, course and curriculum development and instruction, hosted events, classes, meetings and receptions as allowed by applicable zoning and approved use. Any sub-leased or one-time rental of the home (or any portion of the home) by the tenant are required to conform to the same uses and limitations. The home, currently subject to a non-conforming use, will be administratively reviewed in accordance with the lease’s anticipated continued nonconforming use. Item 3C - Harbeck-Bergheim House Lease Agreement 4 Rent and Maintenance – The parties have agreed that Women’s Wilderness will remit $1,600 base rent to the department each month during the initial three-year lease term. The department will also receive a portion of the organization’s sublease income (if any) which amount escalates annually each year. Women’s Wilderness will also perform certain routine cleaning, maintenance and some minor repairs and will assume responsibility for the utilities (water, electric). Collectively, these responsibilities and payments are not expected to satisfy the full cost of the City’s ongoing care and full maintenance of the home. Nevertheless, these amounts and assumed responsibilities will substantially offset those costs. Protection of the Interior – Illustrating the city’s stewardship, negotiated terms of the lease provides protections for specifically identified interior character features of the home. In developing terms associated with the home’s interior protections, staff sought the input of historic preservation architects and experts. Proposed lease terms outline and provide for regular inspection of the home’s interior features in order to ensure their upkeep, normal wear and tear expected, and provides for how any damage or destruction would be handled. Further information concerning the protection of interior features is provided below. Public Access and Community Benefit – Proposed lease terms afford community benefit and public access derived through the lease and consistent with the values expressed by the community through the project’s public engagement process. This degree of public access and community use appreciates the home’s proximity to surrounding residences to maintain local quality of life, affords affordable sublease opportunities for community serving organizations and anticipates at-cost use by community groups and organizations desiring affordable space for meetings, receptions and small events. At a minimum, the Parties have agreed to public access at least four days out of each year during the term of the Agreement and use by the City for certain meetings and events. Alignment of the Terms with Community Values During earlier phases of the lease exploration project, the community identified several “community values” prioritized for consideration of any lease or sale of the Harbeck- Bergheim House. Information on how negotiated lease terms align with those values follows. Interior preservation – Throughout this project’s community engagement effort, stakeholders expressed interest in ensuring the protection of specific interior features of the home. Staff secured the services of Anderson Hallas Architects, PC. to complete a Memo of Interior Character Defining Features which highlighted intact interior character defining features of the home. Staff subsequently contacted The Colorado Historic Foundation in the city’s exploration of means to protect several specific interior features. The creation of an interior easement was considered but was not advised by the city’s legal counsel. This is because the use of interior easements with regard to City-owned properties has not yet been explored by Council as a policy matter. In addition, Item 3C - Harbeck-Bergheim House Lease Agreement 5 establishing any third-party interests and rights would, in essence, create an ability to dictate use of city financial resources (taxpayer dollars) in the future. In the alternative and preserving all intent and protections which would have otherwise been afforded the city under an easement, staff determined to codify and file a Declaration of Use as a means of protecting those features. Declarations of Use are filed by a property’s owner with Boulder County and are applicable to the owner’s “heirs, successors in interest and assigns, both jointly and individually”. In this instance, the City of Boulder (as owner) would file a Declaration of Use for the Harbeck-Bergheim House with the county and make adherence to the Declaration of Use a condition of the proposed lease agreement with Women’s Wilderness. The proposed lease also provides for inspections to be conducted during the lease term to assess the care and upkeep of those features. The city envisions that those inspections would be conducted with the assistance of experts familiar with the care of such features. Neighborhood Compatibility – The community also placed significant value of proposed lease use compatibility with the University Hill neighborhood particularly as it relates to impact of any noise, traffic or parking impacts. Considering Women’s Wilderness’ small staff size (under 5), normal operating hours (typically 9-5pm M-F year-round) and modest plans for subleasing and community use, few impacts are anticipated as they relate to neighborhood compatibility. Public Access, Community Benefit and Community Use – The community expressed interest in ensuring that any lease of the Harbeck-Bergheim House would contribute to the community and afford some degree of public access throughout the term of the Agreement. Aside from the lease’s proposed financial and in-kind contribution to the home’s use and care, negotiated terms secure ongoing public access and provide for affordable space options potentially utilized by other community-serving organizations and groups. Alignment of the Terms with BPR Master Plan Similarly, the community, PRAB and council stressed that any lease of the Harbeck- Bergheim House should consider that arrangement’s alignment with the department’s Master Plan which was approved by City Council in 2014. Information on how negotiated terms align with the department’s Master Plan direction follows. Financial Sustainability – Proposed lease terms will provide for a minimum of $57,600 during the initial term of the lease ($1,600 base rent/month each full year of the initial term). In addition, routine maintenance and utilities responsibilities assumed by Women’s Wilderness will offset expenses which might otherwise be the City’s responsibility. The Agreement also affords some degree of affordable University Hill community meeting space for its own arrangement meetings and small gatherings. Taking Care of What we Have – The Harbeck-Bergheim House is a valued, locally-landmarked, city-owned asset. Negotiated lease terms codify and provide Item 3C - Harbeck-Bergheim House Lease Agreement 6 resources towards the property’s ongoing care and assume ongoing ownership by the City of Boulder. Building Community and Relationships –The envisioned arrangement between the department and Women’s Wilderness allows BPR to devote greater attention to the broader parks and recreation needs of the community. The arrangement also reflects the results of a robust two-year long community engagement process, building community trust. Additionally, the mission and programs of Women’s Wilderness directly support ongoing Parks and Recreations goals to provide accessible and inclusive youth engagement and activities supporting health and wellbeing. Organizational Readiness – BPR’s Master Plan also directs the department to ensure fiscal and planning processes reflective of our skills and abilities as stewards of public assets and in providing for the ongoing viability of department facilities and services. FISCAL IMPACT: The Lease Agreement increases and stabilizes anticipated department revenues related to care and upkeep of the home over time. This Lease Agreement would sustainably address the costs of ongoing maintenance of a city-owned landmark. The lease also creates and supports the provision of affordable rental opportunities for other small, local organizations and community groups in Boulder and provided for public access throughout the term. NEXT STEPS: If and as approved by Council, the following next steps would occur: March 2020 Administrative Change to Nonconforming Use April 2020 Initiation of Lease Term A: Harbeck-Bergheim House Item 3C - Harbeck-Bergheim House Lease Agreement 7 HARBECK-BERGHEIM HOUSE LEASE THIS LEASE AGREEMENT (the “Agreement”) is made this __ day of _________ 2020 by and between the City of Boulder, a Colorado home rule city (the “City” or “Lessor”) and Women’s Wilderness Institute, a Boulder-based nonprofit organization (the “Women’s Wilderness,” “Tenant” or “Lessee”) (collectively, the “Parties”). RECITALS A.WHEREAS the City owns the Harbeck-Bergheim House (the “Harbeck House” or the “Premises”), a local landmarked property adjacent to Beach Park located at 1206 Euclid Avenue in the University Hill neighborhood of Boulder, Colorado, limited and defined as depicted in the map attached hereto as Attachment A; and B.WHEREAS the City purchased the Harbeck House in 1979 utilizing permanent Parks and Recreation funding and desires that the Premises be leased in a way which contributes to its fiscally responsible upkeep, sustainability and community benefit; and C. WHEREAS the City undertook an extensive community engagement process concerning the identification of an appropriate tenant and prioritization of lease terms concerning the Harbeck House consistent with expressed community values consideration, further supported by the Parks and Recreation Advisory Board and city council during respective meeting dates of February 21, 2019 and April 16, 2019 and which were codified in the issued competitive Request for Proposals attached hereto as Attachment B; and D. WHEREAS the Women’s Wilderness, a Boulder-based, Colorado organization founded in 1998 in order to support girls, women and LGBTQ+ people in accessing their power and improving their health through connections to the outdoors and community, has been designated a nonprofit organization by the Internal Revenue Service by a determination letter attached hereto as Attachment C; and E. WHEREAS the Women’s Wilderness desires to lease the Harbeck House in furtherance of its operation and submitted a timely proposal attached hereto as Attachment D to the above-referenced Request for Proposals; F. WHEREAS the Women’s Wilderness was selected by the City as the preferred Lessee through a competitive process based on the above-referenced community supported criteria and, through participation with the City in good faith negotiations to identify terms and conditions of a lease for the Harbeck House; and G.WHEREAS the City has interest in and intends to ensure the ongoing protection and preservation of certain interior features of the Harbeck House which are the subject of a Declaration of Use attached hereto as Attachment E applicable to and served by the tenancy described in this Agreement. Item 3C - Harbeck-Bergheim House Lease Agreement 8 COVENANTS AND CONDITIONS NOW, THEREFORE, in consideration of the promises and obligations set forth below, the Parties agree as follows: 1.TERM AND RENT A.Grant of Premises. The City, as the Lessor and the Tenant, as the Lessee, enter into this Agreement for the Premises with appurtenances thereunto belonging, including the 12 on-site motor vehicle parking spaces. B.Term of Lease Agreement. The term of this Agreement is three years and shall commence on April 1, 2020 and expire on March 31, 2023 (the “Term”). If and as subsequently mutually agreed to by the Parties in writing, this Agreement may be renewed for up to two three-year terms. The Tenant will provide the City with written notice of its desire to extend the Term no later than 120 days prior to the end of the Term which will initiate negotiation of any amended terms or conditions associated with that extension which may include, but shall not be limited to, adjustment of the rental payments due from the Tenant each month. The Parties agree that any Term extension shall be in writing and signed by both Parties. C.Annual Certificate of Insurance. Subject to the requirements of Section 7 below, the Tenant shall provide a certificate of insurance to the City for each year of the Term or any extension thereof. D.Rental Payments. The Parties agree that the Tenant will be responsible to remit the following payments to the City during the Term: i.Base Rent – The Tenant shall pay the City $1,600 on or before the first day of each month starting April 1, 2020 during the Term of this Agreement. Such rent shall apply to the use of the Premises and is inclusive of $1 a year for the exclusive use of the existing Premises parking spaces by the Tenant, its guests, vendors and sublessees only; and ii.Proportional supplemental sublease income – The Tenant shall have the ability to sublease the Premises or any portion of the Premises with the exception of the parking spaces. The Tenant shall pay the City an annual payment of the greater of either the minimum amount or the stated percentage of sublease income according to the table below. Payments for the preceding calendar year shall be due to the City annually by January 31 concluding each year of the Term: Lease Year Dates Covered Minimum Annual Amt Due % of sublease income Due Date for City receipt Year 1 4/1/20-12/31/20 $5,000 5% 1/31/21 Item 3C - Harbeck-Bergheim House Lease Agreement 9 Year 2 1/1/21-12/31/21 $7,000 7% 1/31/22 Year 3 1/1/22-12/31/22 $8,400 10% 1/31/23 The Parties agree that revenue derived from subleases under this Agreement shall include any and all rents paid through subleases of any portion of the Premises on a recurring basis of any duration during the Term but will not include those amounts derived by the Tenant for its own programming, for non-fee based civic uses of the Premises arranged or afforded by the Tenant or for those amounts paid by the City for its own uses. All payments due to the City under this Section 1D. shall be made via check or electronic transfer to The City of Boulder – Parks & Recreation Department and shall be subject to a late charge of $10 a day for all payments received by the City 10 days after the due date. E.Security Deposit. The equivalent of one full month’s base rent (or $1,600) will be paid to the City upon the execution of this Agreement as a security deposit and such amount shall be forfeited by the Tenant upon (a) this Agreement’s termination or breach by the Tenant prior to the end of the Term or (b) upon any Premises damage not cured by the Tenant to the City’s satisfaction and as otherwise described in this Agreement. The Parties agree that this security deposit may not be used as the Tenant’s last month’s rent due under this Agreement. F.Utilities. The Tenant will provide heat, light, electricity, water, sewage service, and any other utilities for the Premises. G.Tenant Furnishings and Impermanent Infrastructure upon Termination or Cancellation. Upon any termination or cancellation of this Agreement, the Tenant shall, at its own expense, remove its appliances, furnishings and other impermanent infrastructure located at the Harbeck House. That notwithstanding, the Tenant may offer these materials to the City for purchase at the then-current market value which the City shall have no obligation to accept in whole or in part. Permanent improvements made by the Tenant in accordance with Section 3 below shall become the City’s property and shall be subject to no additional charge or expense to the City by the Tenant. 2.USE OF PREMISE A.Activities. The Parties agree that the Tenant’s activities which may be conducted upon the Premises are limited to those activities required for the operation of the Tenant’s organization (including administration, its owned gear storage, program-related food preparation, course and curriculum development and instruction, hosted events, classes, meetings and receptions) as allowed by applicable zoning and authorized city use. The Tenant agrees that any subleased or one-time rental use of the Premises during the Term shall also conform to the same requirements and limitations concerning use. The Parties agree that in accordance with its own uses and at its sole expense and liability, the Tenant Item 3C - Harbeck-Bergheim House Lease Agreement 10 may pursue an application affording the provision of alcoholic beverage sale or consumption on site in accordance with applicable laws, ordinance or regulations. B.Operation of the Premises. The Parties agree that anticipated uses of the Premises under this Agreement will, in part, directly provide for the community’s benefit through the following uses: i.Subleases, if any, at rates which afford and contribute to the care and upkeep of the Premises including the Tenant’s maintenance obligation herein, with the intent that the subleases will be to local nonprofit or other community building organizations or other individuals whose work provides local community benefit; ii.As reasonably requested by the City, use of meeting spaces at the Premises by the City which said use will be charged at-cost (actual documented reasonable expenses charged, expensed to or incurred by the Tenant in connection with those uses) and which costs may offset the amount of supplemental sublease revenue due to the City under Section 1D. above annually each year during the Term; iii.Once per yearly Term of this Agreement (including any extension thereof) and upon reasonable notice by the City to the Tenant, the City and its historic preservation consultant shall be permitted to conduct an inspection of the specific interior features which are the subject of and specified by the Declaration of Use (Attachment E) to ensure the maintenance of said features. Such inspections will be conducted at the City’s sole expense and at a time mutually agreed upon by the Parties; and iv. Up to four days per year (at least four hours each day) for a community open house including guided tours of the Harbeck House is to be conducted by the Tenant at its own expense v. Provision of at-cost use of the Premises meeting and event space for local non- profits, civic groups and individuals as solely determined by the Tenant which allow said organizations to contain expenses associated with civic purposes. The Parties further agree that general city and community uses under this Section will largely be accommodated on the home’s first or second floor to afford ease of visitor access subject to the Tenant’s permission which shall not be unreasonably withheld. C.Compliance with Other Contracts. As a condition of this Agreement, the Tenant shall comply with the terms of the Harbeck House Declaration of Use (Attachment E) and its obligations to the City under any separate, annual contract with the City which may be in effect at any particular time. 3.ALTERATIONS AND IMPROVEMENTS A.Improvements. Subject to the requirements outlined in Attachment E and/or per the City of Boulder Historic Preservation ordinance as applicable, the Tenant may make improvements and alterations to the Harbeck House, provided that such improvements Item 3C - Harbeck-Bergheim House Lease Agreement 11 and alterations are in conformity with all applicable codes and provisions of law. The Tenant may authorize improvements and alterations to be made by sub-tenants so long as such improvements and alterations are made in conformity with the above and all applicable building and fire codes and regulations. The Tenant shall immediately correct and repair at its own expense any improvements and alterations made by sub-tenants which are not in conformity with applicable building and fire codes and regulations upon notice that such sub-standard conditions exist. B.Compliance with the Law. Any work done by or on behalf of the Tenant as provided for by this Agreement shall conform to all applicable building and fire codes and regulations. C.The Tenant’s Liability for Cost of Work Performed. The City shall not be liable for the payment of any expense incurred by the Tenant, or the value of any work done or material furnished to the Harbeck House by virtue of any construction, change, addition or alteration undertaken by the Tenant. All such work shall be at the Tenant’s sole cost and expense. The Tenant shall be wholly responsible to all contractors and laborers for any such work. D.Tenant’s Indemnification of the City with Respect to Alterations and Improvements. The Tenant shall indemnify and hold the City harmless for any and all liabilities, damages, or penalties and any costs, expenses or claims of any kind or nature arising out of any construction, change, alteration or addition undertaken by the Tenant, including the City’s reasonable attorney’s fees. Such indemnification shall apply to any damages or injuries to person or property. E.City’s Property. All additions, alterations, leasehold improvements and permanent structures made by the Tenant shall become part of the Premises and shall remain upon said Premises and surrendered to the City upon termination of this Agreement. F.Tenant’s Property – Restoration of Premises. Trade fixtures, furniture and equipment which may be installed at the Premises by the Tenant during the term of this Agreement shall not become part of the Premises and may be removed by the Tenant at any time prior to the end of the Term. However, the Tenant shall, at its own cost and expense, repair any and all damage to the Premises resulting from or caused by the installation or removal thereof. 4.SUBLEASE Subject to the provisions of Sections 1D. and 2 above, the Parties agree that the Tenant shall have the right to sublet portions of the Harbeck House during the Term of this Agreement and any extension thereof. Except as otherwise set forth in Sections 1 D. and 2 above, the Tenant shall retain 100 percent of the income from any such sublease and agrees to be fully responsible for all acts or omissions of any sublessee, its employees, contractors, guests or visitors as it relates to activities and uses of the Premises. The Item 3C - Harbeck-Bergheim House Lease Agreement 12 Tenant may sublet space in the Premises without consent from the City; however, any such subleasing shall be subject to all requirements, liabilities and limitations provided for in this Agreement applicable to the Tenant, including the requirements of insurance, liability and notice as set forth in Sections 7, 8, 10 below and in the Declaration of Use (Attachment E). The Tenant shall be responsible for any and all taxes or fees as a result of the Tenant’s business operation and the Tenant uses of the Premises under this Agreement. The Tenant agrees to provide the City with a copy of any and all documents pertaining to the sublease of the Premises by the Tenant within 30 days of that arrangement and shall provide other notices as specified in Section 10 below. 5.REPAIRS, MAINTENANCE AND OPERATION COSTS A.Maintenance and Minor Repairs. The Tenant shall perform all cleaning, routine maintenance and minor repairs of the Premises as further set forth in the attached Responsibilities of the Parties related to Maintenance attached hereto as Attachment F. The Parties agree that “Minor Repairs” shall include any individual repair for which the Tenant is responsible pursuant to Attachment F and for which the cost is less than $3,000. i.The Tenant shall keep the sidewalks in front of and around the Premises, as well as the grounds of the Premises, free from all snow, ice, litter, dirt, debris and obstruction. The Tenant shall neither permit nor suffer any disorderly conduct, noise or nuisance whatsoever on or about the Premises having a tendency to annoy or disturb any persons occupying adjacent premises. ii.The maintenance performed by the Tenant shall, at a minimum, comply with industry standards for the maintenance of buildings and facilities and shall conform to the schedule of maintenance reflected in Attachment G of this Agreement. iii.The Parties shall, on an annual basis, meet to discuss Harbeck House operations and to review the preventative and corrective maintenance schedule. The Parties will schedule and alter operations and maintenance as appropriate and in accordance with recognized industry standards. B.Installation and Maintenance of Landscaping. The City shall be responsible for the installation and maintenance of all Premises exterior landscaping. In accordance with the local landmarked nature of the Premises, the Tenant agrees that it shall not install any plants or outside landscaping without the permission of the City except that the Tenant may, at its own expense, refresh the Premises exterior flower beds annually. C.Major Repairs. Subject to and limited by available appropriation of funds by city council for the purpose, the City shall perform major repairs at the Premises and shall keep all improvements upon, and structural elements of, the Premises, including, but not limited to, all sewer connections, plumbing, and electrical wire, in good repair. “Major Repairs” shall include any individual repair for which the cost is $3,000 or more, including those repairs that would typically be the responsibility of the Tenant per Attachment F. Item 3C - Harbeck-Bergheim House Lease Agreement 13 i.Subject to and limited by available appropriation of funds by city council for the purpose, the City shall keep the Premises repaired so as to comply with all applicable zoning, building and fire codes and regulations, and in doing so it shall receive the cooperation of the Tenant to the degree that responsibility assigned to, or rights allowed to the Tenant by this Agreement are not affected. ii. This obligation to perform major repairs, limited as it is by the appropriation of sufficient funds by city council, shall not constitute a multiple year financial obligation or debt for the City. D.Operating Costs. The Tenant agrees that all bills and services which it incurs in connection with the Premises shall be listed in the Tenant’s name alone. The Tenant shall hold the City harmless for any and all bills, charges and services which may accrue with respect to the Premises during the term of this Agreement. E.Tenant’s Personal Property. All personal property of any kind or description whatsoever of the Tenant’s in the Premises shall be kept there at the Tenant’s sole risk, and the City shall not be held liable for any damage done to, or loss of such personal property; nor for any damage to or loss of personal property which may be suffered by individuals using or attending activities at the Premises. F.Liens Caused by the Tenant. If, because of any act or omission of the Tenant, any mechanic’s or other lien or order for the payment of money shall be filed against the Premises or against the City (whether or not such lien or order is valid or enforceable as such), the Tenant shall, at the Tenant’s own cost and expense, within 10 days after notice, either cause the same to be canceled and discharged of record or deliver to the City a bond containing provisions satisfactory to the City, issued by a surety company reasonably acceptable to the City from and against all costs, expenses, claims, losses, damages and liabilities, including reasonable attorney’s fees resulting therefrom. 6.TENANT’S FAILURE TO MAINTAIN If the Tenant shall fail, refuse or neglect to provide routine maintenance as described in Attachment G or make minor repairs or if the City is required to make any repairs or alterations to the Premises, the City shall have the right, but not the duty, after the City has given to the Tenant 10 days’ notice (except in case of any emergency), to perform such maintenance or make such repairs on behalf of and for the account of the Tenant and to enter upon the Premises for such purposes, and charge the cost and expense thereof to the Tenant, and the Tenant agrees to pay such amount. Any cost or expense incurred by the City and chargeable to the Tenant as herein provided shall be reduced to the extent that the City is reimbursed therefor under any policy of insurance. Item 3C - Harbeck-Bergheim House Lease Agreement 14 7.INSURANCE The Tenant agrees to procure and maintain in force during the term of this Agreement, at its own cost, the following minimum coverages: A.Workers’ Compensation and Employers’ Liability i. State of Colorado: Statutory. B.General Liability i.General Aggregate Limit: $2,000,000. ii.Per Occurrence: $1,000,000. Coverage provided should be at least as broad as found in Insurance Services Office (ISO) form CG0001 and should include both ongoing and completed operations coverages up to the policy limits. C.Automobile Liability Limits 1 i.Bodily Injury & Property Damage Combined Single Limit: $1,000,000 D.In the event the Tenant secures a liquor license, the Tenant shall carry Liquor Liability Coverage of $2,000,000. E.Coverage provided should be at least as broad as found in ISO form CA0001 (BAP) including coverage for owned, non-owned and hired autos. F.Insurance shall: i.Provide primary coverage; ii.Include the City of Boulder and its officials and employees as additional insureds as their interest may appear (except for Worker’s Compensation). Additional insured endorsement should be at least as broad as ISO form CG2010 for General Liability coverage and similar forms for auto liability; iii.Include a waiver of subrogation for General Liability coverage; iv.Issue from a company licensed to do business in Colorado having an AM Best rating of at least A-VI; and v. Be procured and maintained in full force and effect for duration of tenancy. 1Applicable only if the Tenant, its agents, employees, or representatives will be using motor vehicles in Colorado while performing services. Item 3C - Harbeck-Bergheim House Lease Agreement 15 G.Certificates of Insurance evidencing the coverages described herein, shall be forwarded to Purchasing. Certificate Holder shall be: City of Boulder, 1777 Broadway, Boulder, CO 80302. H.Within seven days after receiving insurer’s notice of cancellation or reduction in coverage, the Tenant, or its insurance broker, shall notify the City. In either such case, the Tenant shall promptly obtain and submit proof of substitute insurance complying with the City’s insurance requirements. 8.INDEMNIFICATION/LIABILITY A.The Tenant agrees to indemnify and save harmless the City against any and all damages to property or injuries to or death of any person or persons arising from the lease, sublease or use of the Premises including any programming or projects undertaken by the Tenant, its sublessees, guests, vendors or assigns, including property and employees or agents of the City and shall defend, indemnify and save harmless the City from any and all claims, demands, suits, actions or proceedings of any kind or nature, including without limitation Worker’s Compensation claims, of or by anyone whomsoever in any way resulting from or arising out of the Tenant’s operations or subleasing in connection with this Agreement, including operations of sub-tenants and acts or omissions of employees or agents of the Tenant or its sub-tenant. B.Notwithstanding any other provision of this Agreement to the contrary, no term or condition of this Agreement shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protection, or other provisions of the Colorado Governmental Immunity Act, Section 24-10-101 et seq., C.R.S., as now or hereafter amended. The Parties understand and agree that liability for claims for injuries to persons or property arising out of negligence of the City, its departments, institutions, agencies, boards, officials and employees is controlled and limited by the provisions of Section 24-10-101 et seq., C.R.S., as now or hereafter amended. 9.INDEPENDENT ENTITIES The relationship between the Tenant and the City is that of independent entities. The Tenant shall supply all personnel, equipment, materials and supplies at its own expense, except as specifically set forth herein. The Tenant shall not be deemed to be, nor shall it represent itself as, an employee of the City. No employee or officer of the City shall supervise the Tenant. The Tenant is not entitled to Worker’s Compensation benefits and is obligated to directly pay federal and state income tax on money earned under this Agreement. 10.TERMINATION A.In the event that fire, or flood, windstorm, tornado, earthquake, or other natural disaster damages or destroys the Harbeck House to the extent that it cannot be repaired or replaced within 60 days, this Agreement shall be deemed to be mutually terminated, with each party bearing its own losses due to such termination. Item 3C - Harbeck-Bergheim House Lease Agreement 16 B.Upon failure of the Tenant to comply with any of the provisions or conditions of this Agreement, including, without limitation, the timely payment of all rent and fees due under this Agreement or the provision of a valid certificate of insurance, this Agreement may be terminated at the option of the City following 15 days’ written notice, if the Tenant has not cured the default during such period. The same 15 days’ written notice and cure provision shall apply to any defaults of the City’s obligations under this Agreement. C.This Agreement may be terminated by either of the Parties, in whole or in part, for its own convenience. However, rent and fees due under this Agreement shall be paid to the date of termination. Notification of intent to terminate this Agreement shall be given in writing to the other party no later than 120 days prior to the date of termination. If the Tenant desires to terminate prior to the end of the Term, the Tenant shall forfeit the security deposit amount to the City. 11.GENERAL CONDITIONS A.Assignment. The Tenant shall not assign this Agreement without the written consent of the City, which it may withhold at its sole discretion. B.Governing Law. This Agreement shall be subject to the provisions of the Charter and Municipal Code of the City of Boulder, and Colorado law. C.No Third-Party Beneficiary. It is expressly understood and agreed that the enforcement of the terms and conditions of this Agreement and all rights of action relating to such enforcement, shall be strictly reserved to the City and the Tenant. Nothing contained in this Agreement shall give or allow any claim or right of action whatsoever by any third person. It is the express intention of the City and the Tenant that any such party or entity, other than the City or the Tenant, receiving services or benefits under this Agreement shall be deemed an incidental beneficiary only. D.Severability. To the extent that this Agreement may be executed and performance of the Parties’ obligations may be accomplished within the intent of this Agreement, the terms of this Agreement are severable, and should any term or provision of this Agreement be declared invalid or become inoperative for any reason, such invalidity or failure shall not affect the validity of any other contract or provision. E.Waiver. The waiver of any breach of a term, provision, or requirement of this Agreement shall not be construed or deemed as waiver of any subsequent breach of such term, provision, or requirement, or of any other term, provision or requirement. F.Integration and Merger. This Agreement is intended as the complete integration of all understandings between the Parties. No prior or contemporaneous addition, deletion, or Item 3C - Harbeck-Bergheim House Lease Agreement 17 other amendment hereto shall have any force or effect whatsoever, unless embodied herein in writing. No subsequent notation, renewal, addition, deletion, or other amendment hereto shall have any force or effect unless embodied in a writing executed and approved by the City pursuant to city rules. G.Prohibition on Contracts for Public Services. i.The Tenant certifies that the Tenant shall comply with the provisions of Section 8- 17.5-101 et seq., C.R.S. The Tenant shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or enter into a contract with a sub-tenant that fails to certify to the Tenant that the sub-tenant shall not knowingly employ or contract with an illegal alien to perform work under this Agreement. ii.The Tenant represents, warrants, and agrees (i) that it has confirmed the employment eligibility of all employees who are newly hired for employment to perform work under this Agreement through participation in either the E-Verify or the Department Program; (ii) the Tenant is prohibited from using either the E- Verify Program or the Department Program procedures to undertake pre- employment screening of job applicants while the public contract for services is being performed; and (iii) if the Tenant obtains actual knowledge that a sub-tenant performing work under the public contract for services knowingly employs or contracts with an illegal alien, the Tenant shall be required to: a.Notify the sub-tenant and the contracting state agency or political subdivision within three days that the Tenant has actual knowledge that the sub-tenant is employing or contracting with an illegal alien; and b.Terminate the subcontract with the sub-tenant if within three days of receiving the notice required pursuant to 8-17.5-102(2)(b)(III)(A) the sub-tenant does not stop employing or contracting with the illegal alien; except that the Tenant shall not terminate the contract with the sub-tenant if during such three days the sub- tenant provides information to establish that the sub-tenant has not knowingly employed or contracted with an illegal alien. iii.The Tenant further agrees that it shall comply with all reasonable requests made in the course of an investigation under Section 8-17.5-102(5), C.R.S. by the Colorado Department of Labor and Employment. If the Tenant fails to comply with any requirement of this provision or Section 8-17.5-101 et seq., C.R.S. the City may terminate this Agreement for breach and the Tenant shall be liable for actual and consequential damages to the City. H.Appropriations. Nothing herein shall constitute a multiple fiscal year obligation pursuant to Colorado Constitution, Article X, Section 20. Notwithstanding any other provision of this Agreement, the City’s obligations under this Agreement are subject to annual appropriation by the Boulder City Council. Any failure of a city council annually to Item 3C - Harbeck-Bergheim House Lease Agreement 18 appropriate adequate monies to finance the City’s obligations under this Agreement shall terminate this Agreement at such time as such then-existing appropriations are to be depleted. Notice shall be given promptly to the Tenant of any failure to appropriate such adequate monies. I. Authority. The Tenant warrants that the individual executing this Agreement is properly authorized to bind the Tenant to this Agreement. J.Compliance with Laws. At all times during the performance of this Agreement, the Tenant shall strictly adhere to all applicable federal, state, and city laws. The term “laws,” as used in this Agreement, includes, without limitation, all federal, state, county, and city statutes, ordinances, codes, charters, laws, rules and regulations. K.Notice. Whenever notice is required by this Agreement, it shall be in writing, sent by email, hand-delivery, or certified mail, return receipt requested, and addressed to the following: City of Boulder: City Manager 1777 Broadway Boulder, Colorado 80306 With a copy to: City of Boulder Department of Parks & Recreation Project Manager 3198 Broadway Street Boulder, Colorado 80304 Item 3C - Harbeck-Bergheim House Lease Agreement 19 Women’s Wilderness Institute: Upon execution - 2845 Wilderness Pl – Suite 211 Boulder, Colorado 80301 Thereafter during the Term – 1206 Euclid Avenue Boulder, Colorado 80302 At a minimum, the Parties agree that the Tenant shall be required to timely notify the City in accordance with this section in order to or upon its intention to Terminate, Cancel or Renew this Agreement, any lease failure of compliance with the terms of the Declaration of Use, transfer or termination of the Tenant’s required insurance, revocation of the Tenant’s business licensure, loss of the Tenant’s nonprofit status, entry or termination of any sublease of any part of the Premises as defined herein. Notice given by hand-delivery shall be effective immediately and notice by mail shall be effective three days after it is deposited in the United States mail depository correctly addressed with sufficient postage for delivery. L.Financial Records. The City has a responsibility to the community to ensure that the monies raised by the Tenants thru sub-tenants is accurately and adequately shared by the Parties as set forth in this Agreement. To that end, annually and within 30 days of the end of a lease term, the Tenant shall provide the City for its review financial records that follow standard accounting practices including but not limited to actual expense by category and final gross/net revenue totals by category. (signature page follows) Item 3C - Harbeck-Bergheim House Lease Agreement 20 This Agreement shall be effective as of the date first written above. TENANT Women’s Wilderness Institute, a Boulder-based nonprofit organization By: _____________________________ Title: ____________________________ STATE OF COLORADO ) ) ss. COUNTY OF BOULDER ) Acknowledged before me, a notary public, this ______ day of ______________, 2020, by ______________________________________ (Tenant name) as ________________ of Women’s Wilderness Institute, a Boulder-based nonprofit organization. Witness my hand and official seal. My commission expires: ___________ _________________________________ Notary Public (SEAL) Item 3C - Harbeck-Bergheim House Lease Agreement 21 CITY OF BOULDER, a Colorado home rule city ___________________________________ Jane Brautigam, City Manager ATTEST: _____________________________ Lynnette Beck, City Clerk APPROVED AS TO FORM: ______________________________ Date: ________________ City Attorney’s Office ATTACHMENTS: Exhibit A- Map Exhibit B- Request For Proposals Exhibit C – WW IRS Letter Exhibit D – WW Proposal Exhibit E – Harbeck-Bergheim House Declaration of Use Exhibit F - Maintenance Responsibilities Item 3C - Harbeck-Bergheim House Lease Agreement 22 Euclid Ave.12th St.13th St.Aurora Ave. Harbeck- Bergheim House Beach Park Bro a d w a y Euclid Ave.12th St.13th St.Aurora Ave. Harbeck- Bergheim House Beach Park Bro a d w a y Item 3C - Harbeck-Bergheim House Lease Agreement23 Request for Proposal To Lease Harbeck - Bergheim House, 1206 Euclid Avenue, Boulder INTRODUCTION The City of Boulder Parks and Recreation Department is offering the Harbeck–Bergheim House (house) for lease through a competitive process. The City may accept a lease for less than market value in return for a high level of demonstrated support of community values and key themes previously determined through the year-long public engagement process. The proposal is expected to offer no less than full cost recovery. The house is offered for lease in ‘as is’ condition. Proposals may include improvements in compliance with the home’s Landmark status. Improvements to infrastructure may be considered as an offset to the lease rate. Convenience and aesthetic improvements will not be considered as an offset to the lease rate. BACKGROUND The house is currently zoned as RL-1 with a non-conforming use approved to function as a museum. An extension approval was granted for a one-year extension of the non-conforming use through May 31, 2020. Application to change the current non-conforming use will need to be submitted for any use outside of currently approved uses. House and property information A year-long public engagement process resulted in the offer of the house for lease. In the process, the community defined a set of values that will help determine how the proposals are evaluated. In addition to the community values, key themes from the Boulder Parks and Recreation Master Plan will be referenced for evaluation. Below is a short description of each. Please refer to the project web page for more information about the community values and the Parks and Recreation Master Plan for further understanding of the key themes. •Community Values o Interior Preservation: The house was designated as a local landmark in 1980. The local landmark protects the integrity of the exterior of the house. However, the community has expressed a high level of interest in interior preservation. An evaluation of the interior defining features referencing the prioritized areas for preservation and areas with more flexibility. o Neighborhood Compatibility: It is important that the use of the house is compatible with the surrounding neighborhood. Considerations should include parking, foot and car traffic expected, noise, hours of operation, number of occupants. The property includes 12 off-street parking spaces. Item 3C - Harbeck-Bergheim House Lease Agreement 24 o Public Access: The unique nature of the interior and fortunate preservation through the years of use as a museum is an important asset to the community. Interior preservation is even more valuable with at least limited access for the community to be able to experience the asset. o Community Benefit: The house provides a unique benefit to the community with the ability for a below market value lease in exchange for an organization that can provide a service to a wide range of community members with consideration for underserved populations and equitable access to resources. o Community Use: The community has expressed a desire for public use of the space in reference to meeting space or small events. This can be a fee-based space to offset overhead costs to the tenant. Considerations for limited ADA accessibility must be considered. •Parks and Recreation Master Plan Key Themes (see City website) The department is seeking a lessee whose vision is compatible with the department’s mission, who is willing to collaborate with the community to create a unique resource and understands the department’s expectation for at least a cost recovery lease to ensure the condition of the home is preserved for generations to come. REQUIRED PROPOSAL RESPONSE •Proposal Materials: The City of Boulder encourages all respondents to use submittal materials that contain post-consumer recycled content and which are readily recycled. Respondents are encouraged to use double-sided pages. •Proposal content: The proposal must contain all of the following information in the sequence presented below. Each proposal should provide a straightforward and concise presentation to adequately satisfy the requirements. Responses are requested to be limited to 10 pages (may be double sided). 1.Please identify the name of your business, the form of the business organization (sole proprietorship, partnership, corporation, etc.) and the principle owners or officers of the business along with a brief description of their experience in similar operations. 2. Please identify the individuals who will provide on-site management and operation, including a brief description of their experience in similar operations. 3. Please describe your firm’s experience in developing, implementing and operating services similar to those proposed, include the number of locations you have in operation currently and the number of years each has been in operation. Prospective lessee must be able to demonstrate at least one year of operational experience with similar services to those proposed. Item 3C - Harbeck-Bergheim House Lease Agreement 25 4. Please provide the names and contacts for at least two professional references that can attest to your experience and financial capacity to operate the requested services. Include names, phone numbers, and email addresses. 5. Please provide a brief narrative of how start-up costs for the proposed use will be financed. 6.Please provide a brief narrative of the vision of the proposed use as you see it and how the operation will serve the community. 7. Please provide a brief description of the anticipated equipment required to provide the proposed use and a schematic sketch layout of the equipment indicating power and utility consumption requirements. 8. Please indicate your willingness to provide space for special events during, before or after the proposed hours of operation. 9. Please include a plan to garner community support for any proposed non-conforming use change. 10. Prospective lessees are invited to submit any other information that they may deem to be relevant to the proposal request. SELECTION The lease will be awarded to the lessee most advantageous to the city and compatible with the community values and key themes. A selection committee will review the proposals and rate them on the basis of a weighing community values and key themes as criteria for evaluation, expectation of market value but no less than the cost recovery rate satisfying, at a minimum, the estimated general maintenance and adequate annual funding for repairs and replacement. The chart below shows the evaluation model and the how the quadrants will be prioritized. For example, a proposal scoring in quadrant 1 will be considered over another proposal scoring in quadrant 2. Item 3C - Harbeck-Bergheim House Lease Agreement 26 TENTATIVE SELECTION SCHEDULE Below is the tentative schedule for selection process. The City, in coordination with the Colorado Group, may explore and may inquire as to offers received between RFP issuance and close date for submitted proposals. RFP issuance…………………………………………………………August 30, 2019 Open House: ………………………………………………………September 18, 2019 Proposal Responses (Due 5 p.m)……………………………………November 1, 2019 Lessee selection………………………………………………………November 15, 2019 Item 3C - Harbeck-Bergheim House Lease Agreement 27 Item 3C - Harbeck-Bergheim House Lease Agreement 28 PROPOSAL TO LEASE: HARBECK-BERGHEIM HOUSE Introduction Women’s Wilderness is pleased to present The Colorado Group, Parks and Recreation Department of the City of Boulder and the community at large a proposal for leasing the extraordinary Harbeck- Bergheim House. We propose using the space in three ways: 1.To house Women’s Wilderness, a 21-year old, Boulder-based nonprofit organization that supports the mental and physical health of girls, women and LGBTQ+ people in our community through participation in outdoor recreational immersions. This tenancy offers an opportunity for the City of Boulder to retain use of the space for the original purpose in which the house was purchased – to support residents’ ability to study nature and participate in recreation. 2.As a small co-working space for individuals and groups working on issues of social and environmental progress from a nonprofit or community-building perspective. 3.As free event space for the larger Boulder community to use The strength of our proposal will not be related to the profit made off of the lease of this house, but rather the community value as it relates to three of the six themes prioritized by the Parks and Recreation Master Plan: •Community health and wellness •Youth engagement and activity and access to nature •Building community and relationships 1.Organizational Information Women’s Wilderness is 501c3 nonprofit organization (corporation) registered in the City of Boulder. The organization was founded here 21 years ago and has a long-standing reputation of developing community partnerships to improve the health and wellbeing of Boulder residents. The organization’s leadership is comprised of individuals with experience in community development and cross-sector collaborations (Executive Director), City of Boulder regulations (two attorneys on the Board of Directors), financial management (Treasurer, Finance Manager). We are currently in a transitional phase for the position of Operations Manager, which, if accepted as for this lease, would be filled by someone with experience in historical property management. Principals of the business include: Executive Director: Sarah Murray Sarah, a 22-year resident of Boulder, has spent her career making the world a more just and equitable place, using sport and play as her unlikely tool of choice. Over the past 20 years, she has worked in over 65 countries on strategies that leverage the power of play for social justice. She has a depth of experience creating community collaborations for social good. Item 3C - Harbeck-Bergheim House Lease Agreement 29 Sarah is currently the Executive Director at Women’s Wilderness, a nonprofit organization based in Boulder aiming to transform outdoor culture so it’s a place where girls,’ women and non-gender conforming people can enhance their physical, mental and emotional health. She was previously the Executive Director of Women Win Foundation USA, a global NGO dedicated to equipping adolescent girls to achieve their rights using sport and play based strategies. In this role, she spent 10 years supporting the work of grassroots practitioners and activists from Bolivia to Bangladesh and impacting the lives of over 3 million girls. She has led projects in partnership with leaders across sectors, including Nike, FIFA, Gap, Vital Voices, and the U.S. Department of State. Sarah has resided in Boulder for over 20 years and is proud to call this town home. Board of Directors •Olivia Lucas, Assistant County Attorney, City of Boulder •Gerri Walsh, Ball Engineering •Leta Kalfas, CEO of MntStuff.com •Christine Ludwig, Accountant at ACM •Hillary Harding, Director of Development at Cleo Robinson Dance •Danielle Piscatelli, Outdoor Guide and Instructor, Colorado Mountain College •Robin Kesler, Self Employed Therapist •Jeni Arbuckle, Advertising and Partnerships Director at Gear Junkie •Ande Hicks, Attorney at Bryan, Cave, Leighton, Paysner 2.On-Site Management and Operations The building would be managed by the following staff members of the organization: •Sarah Murray, Executive Director •Marina Fleming, Associate Director •TBD, Building and Operations Manager •Kristi Ormsbee, Finance Manager •Stephanie Vidergar, Communications and Events Manager •Kate Sedrowski, Community Engagement Coordinator •Lindsey Perriman, Admissions Coordinator Collectively, this group of primarily Boulder residents has decades of experience in managing property, collaborating across sectors, engaging community members and hosting special events. More detail about that experience provided below in response #3. 3.Operational Experience Below is an overview of the organizational and individual experience of Women’s Wilderness as is relevant to the demands of occupying the Harbeck-Bergheim House in the manner we are proposing: Property Management: Sarah Murray, the organization’s Executive Director has 15 years of experience owning and maintaining property in Boulder and recruiting and managing tenants. If accepted for tenancy, we will hire a Building and Operations Manager. This person will be responsible for managing the day-to-day building and facilities operations for Harbeck-Bergheim House and will ensure that the quality and high standards of this historic building is consistently met. Below are the anticipated accountabilities of this position: •Coordinate, monitor and perform routine maintenance services on the building (e.g. trash disposal, utilities, custodial, pest control, long term preservation, inspections, grounds, landscapes , alarms, systems & equipment) Item 3C - Harbeck-Bergheim House Lease Agreement 30 •perform condition assessments on appearance, equipment, or troubleshooting. •Oversee interior décor maintenance, coordinating with outside vendors to fix elements as necessary. •Conduct regular quality assessments to ensure all service levels are being maintaine d at the highest possible level. •Serve as safety management coordinator for the building •Address miscellaneous requests as needed including set-up and operation of audio/visual equipment for on-site meetings •Attend monthly events meeting with the Event Manager and key staff members •Collaborate as needed/requested with the Executive Director, Event Manager and/or City of Boulder Collaborative Work Environments: The organization has historically been housed in collaborative work settings. We are currently located at Wilderness Place, in a building shared between organizations working on child development, including the Acorn School, Institute for Play Therapy and Head Start. We have experience managing geo-based relationships/partnerships with peer organizations, both at the current location, as well as in two co-working spaces (Impact Hub and Highland City Club). This will be critical for initiating relationships with other mission-aligned organizations who will share the space with us. Events Coordination: Our Events staff manages four major events per year, including Summit Sisters (a retreat), Gear and Cheer (a major fundraiser), She Sends (a community climbing event) and No Man’s Land (a film festival delivered in partnership). We understand the demands of hosting events from a logistical, communications, and relational perspective. We are agile in our ability to use both technology (event applications, A/V equipment) as well as traditional event tools and mechanisms to optimize Community Engagement: Our Programs staff, led by our Associate Director and Community Engagement coordinator, spend much of their year doing outreach to community members (girls, parents/caregivers, women, LGBTQ+ people) to participate in our programs. They understand deeply what it takes to not just talk to community, but to listen and truly engage to meet people where they are and ensure that programming is responsive to the needs of all people. 4.Professional References Elise Jones, Chair of the Board of Commissioners, City of Boulder Email: Elise@EliseJones.org Phone: 303-441-3500 Ning Mosberger-Tang, President of the Innovo Foundation, Member of the Board of Directors at Conservation Colorado Email: Ning.Mosberger@gmail.com Phone: 7205154193 5.Financing of Start Up Costs We are not envisaging doing any major reparations or construction to the building in the near future, but rather occupying it in an ‘as is’ fashion. Given this plan for occupancy, we do not anticipate needing significant start-up costs to assume tenancy. We will, however, have minimal costs for assuming this lease associated with: Item 3C - Harbeck-Bergheim House Lease Agreement 31 •Equipping the 3rd floor with event-specific necessities, including a projector, speakers, tables, chairs •Marketing the 2nd floor for sublease by other individuals and 3rd floor for use by the community •Moving from our existing location to the Harbeck-Bergheim House These expenses will be covered by existing reserves in our budget. 6.Community Service A Historically Aligned Vision The original goal of the City for purchasing the Harbeck-Bergheim House was, according to documents “…to provide a cultural center for encouragement of nature study and interpretation, conservation, gardening and related activities…” as well as “various recreation classes.” By way of this proposal, Women’s Wilderness is suggesting that the City of Boulder stay true to that vision, by housing a local nonprofit organization that has a long-track record of encouraging outdoor recreation, health and wellness amongst those Boulder residents least likely to be enjoying and benefitting from our open space. Founded in 1998, Women’s Wilderness has been accelerating the courage, confidence and connectedness of girls, women and LGBTQ+ people through year-round outdoor immersions in the American West for over two decades. We provide a safe and welcoming place for all people to develop outdoor skills and reap the individual and collective transformative benefits of adventuring outside. As a nonprofit, we define three goals in pursuit of our mission: (1) expand access to outdoor recreation to girls, women and LGBTQ+ people who are least likely to participate in outdoor sports based on race and socioeconomic status, (2) advance the leadership of girls, women and LGBTQ+ people through outdoor immersions, (3) improve all aspects of equity within the outdoor culture. The 2015 Boulder Co. Healthy Kids Survey found a pronounced gender gap in mental health, with girls reporting depression symptoms at 37% as compared to 18% of all boys. Girls face extensive challenges in the transition to adolescence, from negative self-concept, to online bullying, depression, anxiety and feelings of social isolation. Significant research documents the physical, emotional, and mental benefits from connecting with the natural world, and that there is a strong correlation between time spent outdoors and mental health, and overall sense of wellbeing. We address these issues by helping girls from diverse socio-economic and ethnic backgrounds develop confidence, sense of self, tools to stay mentally and physically healthy and a deep connection to the outdoors. On an annual basis, we serve roughly 700 people through 50 courses annually which are all led by expert guides who identify as women or non-gender-binary, certified as Wilderness First Responders and in the relevant sport discipline they are leading. Our work is focused on promoting inclusion in the outdoors and reversing intersectional discrimination, based on race, class, gender, ability and other characteristics of people from non-dominant identities. This commitment is closely linked to the organization’s practice of providing financial assistance. In the 21-year history of the organization, no girl has been turned away because of financial need. In 2018, we increased our financial aid and outreach with 67% of girls qualified for and received scholarships. Furthermore, we make a tremendous effort to recruit girls and women of color to participate in our programming. Last year, around a third of participants identified as people of color. Our suite of programs offered annually include: •Girls’ Wilderness Adventures, summer camps and expeditions aimed at building the leadership, physical and mental health of girls’ ages 10-18 Item 3C - Harbeck-Bergheim House Lease Agreement 32 •Girls Lead for Life, a year-round, after school (indoor/outdoor) climbing and leadership program for middle school girls •Women’s climbing, survival skills, backcountry courses and retreats •Queer Wilderness Program which uses earth-based, ancestral and outdoor skills development to build community and resiliency amongst LGBTQ+ identified people. •Trailblazers Program - an innovative effort to close the gap of underrepresentation of Black, Indigenous, Women of Color (BIWOC) who participate in outdoor activities and work in the outdoor sector through a 6-week, backcountry skill development and community building program. •Custom/Corporate Courses: We design and lead custom-designed courses aimed at using the outdoor immersion experience as a platform for a variety of issues related to leadership, teambuilding, diversity and inclusion for groups, organizations and companies including Naropa University, Davita, and the Girl Scouts. Our impact is well-documented and irrefutable. Three outcome studies by independent researchers have confirmed the effectiveness of Girls’ Wilderness Program courses. A 1999 study found that eight- day course graduates showed significant positive changes in self-confidence, self-esteem, and the ability to initiate action (i). Another study in 2001 replicated those results, and also found a positive increase in body image and body acceptance(ii). Self-reporting indicated that course graduates do significantly better in school; this finding was confirmed with a 2003 study on whether a Girls’ Wilderness Course has an impact on academic attitudes. This study found significant increases in participants’ perception of their academic competence, as well as positive changes in perceived self-worth(iii). In 2018, results for our suite of girls’ programs reflected that: •92% of girls felt more confident and capable of accomplishing difficult things •82% of girls felt more accepting of their body the way it is, and •92% of participants felt more connected to nature The Game Plan Women’s Wilderness plans on occupying half the building for our offices, gear storage, food preparation and gathering space for our courses. However, our vision for use of this special building is much greater than just a home for us. The vision is to create a collaborative community space for individuals and groups who are aligned with our vision of a more just and prosperous Boulder (and world). Astronomically increasing real estate prices in Boulder are creating continual stress for those working outside of the private sector, specifically nonprofit organizations. As rent increases, nonprofits are often moving frequently to maintain reasonable occupancy costs, spending more of their operating budgets on rent/mortgages or, unfortunately, leaving the city all together. Just this week, Wildland Restoration Volunteers, a 21-year old, Boulder-based nonprofit moved their operation to Longmont, because rent became unaffordable. This is not a unique story. We share experiences with meeting the rising rent prices in the City with our nonprofit peers on a regular basis. Women’s Wilderness has moved every 3-4 years throughout the history of the organization. To address this issue, we propose to use half of the space at the Harbeck-Bergheim house as a subsidized co-working spot for individuals or groups working for nonprofit and community-building organizations aimed at addressing social and environmental change. Specifically, we would occupy the first floor for our offices and the basement for storage and preparation for courses. The second floor would include up to 15 desks to be rented on a monthly or annual basis, at a sliding scale, below-market rate to any individual employed by a nonprofit or small nonprofits as a collective. We would specifically seek out people to share the space that are working on human rights, environmental causes and/or girls/women’s/gender issues. The third floor would be used as a community event space, for any of the nonprofits and/or the larger community to use for free (excepting a nominal cleaning and service fee). Item 3C - Harbeck-Bergheim House Lease Agreement 33 While Boulder has a growing number of co-working spots, none of them are designed to house and support those working on cause-related work. Rather, they are filled with entrepreneurs working in new technology and for start-ups. While this is an important aspect of Boulder’s growing economy, its not always an aligned work environment for those working on social/environmental progress from a nonprofit perspective. Sharing space in community with others working on like issues has a huge impact on productivity, happiness and wellness. It’s an opportunity to share ideas, resources to improve efficiency and develop powerful networks. Boulder is behind the national curve on this. Community supported, nonprofit/cause-oriented working spaces exist in many other cities across the U.S. Some great examples and points of reference for us to learn from are: •Alliance Center in Denver, supporting organizations working on environmental preservation and sustainability •Bullitt Center in Seattle is a co-working space for local nonprofits and community-building organizations •Social Innovation Forum in Boston is small co-working space run by nonprofit professionals for nonprofit professionals. 7.Anticipated Equipment The proposed use of the Harbeck-Bergheim house will be for basic office use on the main and 2nd floors. The space will be furnished with typical elements, including desks, chairs, filing cabinets, stand-alone shelving, conference tables, lamps, etc. The 3rd floor will be equipped with projection, a basic A/V system – including screen, speakers/sound system and electrical connections in addition to moveable tables and chairs, to be employed during special events. The basement will be used for gear storage for Women’s Wilderness and any additional tenants. The basement kitchen and appliances (refrigerator) will be used to prepare food for Women’s Wilderness courses as well as special events for the community. Given the proposed use, there will not be a need for any extraneous equipment or any unusually high utility consumption (including water, gas, electricity). According to rough estimates by the Colorado Group, the utility cost for the building was roughly $17,000 per year during the time the Museum of Boulder occupied the space. We anticipate having slightly lower utility consumption and costs, based on the nature of the proposed use. We will, however, need to ensure that we have adequate, high-speed internet to meet the business needs of Women’s Wilderness and those sharing the space with us on a regular and events-specific basis. 8.Special Events Women’s Wilderness understands the community interest in continuing public access to this historic building within the new lease agreement. We know that public spaces (markets, parks, community centers, and neighborhood spaces in residential areas) play a vital role in the social life of communities. Boulder is no exception. They act as a ‘self-organizing public service,’ a shared resource in which experiences and value are created (Mean and Tims, 2005). We are excited to propose using the 3rd floor of the Harbeck-Bergheim House for community events, free for individuals in the community or non-profit/community building organizations, excepting fees for cleaning or required service (in other words, at cost to Women’s Wilderness.) For companies/private sector entities, the space would be available at market price. We envision the space being used for Item 3C - Harbeck-Bergheim House Lease Agreement 34 meetings, fundraisers, film screenings, debates and in ways that support community development that we cannot yet fathom. We will open the space for use any day of the week, from 8 am to 9 pm, in an effort to respect quiet hours for the neighborhood. We plan on maintaining the current décor of the space, in the spirit of historical preservation. We will provide groups using the space with basic audio/visual equipment, including a projector, screen and speakers. We’ll also provide tables and chairs as necessary, depending on the event. Groups using the space will have the opportunity to use the kitchen in the basement to prepare / clean up food, as requested. 9.Community Support for Non-Conforming Use Women’s Wilderness would like to make a case to the City of Boulder that we a conforming use of the Harbeck-Bergheim house under the RL-1 zoning mandates. As such, we would not need to solicit community support for non-conforming use. Specifically, we are operating an organization and accompanying programs that can be considered under any one of the following three designations laid out by the City in the RL-1 zoning mandates as legitimate uses: 1.Parks and recreation, given the nature of our work as it relates to guiding girls, women and LGBTQ+ people in outdoor recreation, including hiking, backpacking, rock climbing and river trips. 2.A child care facility, given that we are a licensed child care operator in Boulder for our girls’ after-school and summer programs 3.An adult education facility, given that we run skill-development courses for adult women in the community. Any Other Information Lease Rate: We propose leasing the space for $1,600 per month, with the understanding that we will be providing a significant value to the community and will maintain the property, as is necessary to prevent deterioration of the interior or exterior of the building. Lease Term: We propose a three-year lease term, with the intention of renewal for an additional three to five years, if the arrangement is working for all parties. Experience with Local Partnerships: Our work is possible only through the deep and long-standing relationships we have with local partners across sectors. Partnership is in our DNA. Our first programs in 1998 were delivered in partnership with Boulder Housing Partners and Attention Homes to access high-need populations of girls who would not have the financial means to otherwise participate in outdoor sports. We continue to rely on collaborations to do just about every aspect of our work, less administration. Key current and historical partners include: Boulder Valley School District, City of Boulder, Boulder County Open Space and Mountain Parks, El Centro Amistad, I Have a Dream Foundation, YWCA, Diversify Outdoors, Brown Girls Climb, Native Women’s Wilderness, OUT Boulder County, and various local businesses. Alternative Arrangements: If the decision-making committee does not find this to be a viable proposal, Women’s Wilderness is open to considering alternative shared-space arrangements with other values-aligned nonprofits or community-building organizations. Item 3C - Harbeck-Bergheim House Lease Agreement 35 DECLARATION OF USE The City of Boulder, owner of the above described property, executes this Declaration of Use in order to inform future users of the property of some of the important features that are included in the interior of the property: 1)The property is located at 1206 Euclid Ave., Boulder, Colorado, within a RL-1 (Low Density Residential-1) zoning district and is locally designated as an individual historic landmarked property (the “Property”). The city is proposing to lease the dwelling at the Property. With such an anticipated Property lease, it is expected that any tenant, its staff, guests and vendors would regularly interface with certain interior features of the Property, limited to those listed below, which the owner recognizes and values as unique community assets (“Interior Features”). 2)The city recognizes the value and significance of the Property’s Interior Features as described below and more fully depicted in photographs stored in Central Records of the City of Boulder: i.main floor fireplace surrounds including the tile, fireplace surrounding wood paneling, trim and mantle; ii.main staircase railing, newel posts, treds and risers; iii.wood doors (pocket or swinging); iv. historic radiators (whether or not operational); and v. stained and leaded glass windows on the main stair and at the home entry vestibule (collectively, the “Specific Interior Features”); and vi. built in millwork features. 3) The city intends to preserve the Interior Features: a.Preservation of the Interior Features. Users of the Property will maintain the Interior Features so as to prevent loss or substantial deterioration (absent normal wear and tear) of those features. b.No Alteration of Interior Features. Future users or tenants of the Property will be required to maintain and preserve the Interior Features. No changes will be undertaken without the express written permission of the city. It is intended that any work or maintenance associated with the Interior Features will be done in an manner that is consistent with the Secretary of the Interior’s Standards For The Treatment Of Historic Properties and Guidelines for Preserving, Rehabilitating for Restoring & Reconstructing Historic Buildings interior spaces, features, and finishes. Any authorized treatment (replacement, rebuilding, repair and reconstruction, as examples) FOR RECORDING PURPOSES ONLY GRANTOR: XXX GRANTEE: City of Boulder LEGAL DESCRIPTION: XXX XXX ADDRESS: XXX Item 3C - Harbeck-Bergheim House Lease Agreement 36 of those Interior Features shall be undertaken in a manner which maintains or recreates, as the case may be, the appearance of the Interior Features. c.Damage or Destruction. In the event that the Property or any part thereof shall be damaged or destroyed by casualty, temporary emergency work may be undertaken to prevent further damage to the Interior Features and the owner will use its best efforts to develop a report prepared by a qualified restoration architect and an engineer, if required, including the following: i.a documented assessment of the nature and extent of the damage to the Interior Features; ii.a determination of the feasibility of the restoration of the Interior Features; and iii.a report defining, specifying and estimating the cost of such treatment necessary to return the Property’s Interior Features to its varied states of repair immediately preceding the referenced damage or destruction. d.Owner right of determination. The owner may, upon completion of that report, determine not to exercise its respective rights regarding restoration or reconstruction of the Interior Features and then may (in its sole discretion) alter, demolish, remove or raze the features, or construct new improvements on the Property. In such event, the owner may elect to choose any salvageable portion of the Interior Features of the Property and remove them from the Property. 4)This intends to place requirements in applicable contracts and leases for users of the Property to ensure that such users and tenants are aware of the Interior Features and further maintain and protect the Interior Features for future generations. 5)This Declaration of Use shall be recorded and serve to notify any future owners of the Property described above of the intent and legal use of the structure. It is not intended that this in any way affects the permitted uses that may be allowed by amendment or change of the Land Use Regulations in the future. OWNER: CITY OF BOULDER, a Colorado home rule city __________________________________ Jane Brautigam, City Manager ATTEST: ____________________________________ Lynnette Beck, City Clerk APPROVED AS TO FORM: ___________________________________ City Attorney’s Office Item 3C - Harbeck-Bergheim House Lease Agreement 37 EXHIBIT F: Harbeck Maintenance Responsibilities Category City WW City WW City WW City WW Site Exterior Landscaping x x x x Snow and ice removal x x x x Paving - terrace, walks, ramp lighting x x x x Irrigation Systems & related pressure devices x x x x Site Signage x x x x Trash enclosure, gates & parking space x x x x Exterior Lighting (lightbulbs)x x x x Trash receptacles x x x x Building Systems Exposed foundation walls x x x x Windows exterior x x x x Exterior of outer walls x x x x Interior of outer walls x x x x Interior walls x x x x Ceilings x x x x Flooring x x x x Roof NA NA x x x Doors x x x x Door hardware x x x x Door lock cylinders and keying x x x x Restroom plumbing fixtures x x x x Restroom accessories, i.e. mirrors, dispensers x x x x Kitchen equipment x x x x Graffiti on exterior x x x x Building super structure x x x x Specific Interior Features Main floor fireplace surrounds including the tile, fireplace surrounding wood paneling, trim and mantle x x x x inspection once during 3 yr term Main staircase railing, newel posts, treds and risers x x x x once per year Wood doors (pocket or swinging)x x x x inspection once during 3 yr term Historic radiators (whether or not operational)x x x x inspection once during 3 yr term The stained and leaded glass windows on the main stair and at the home entry vestibule x x x x once per year Built in millwork features x x x x inspection once during 3 yr term Building Plumbing System UPDATED 1/15/2020 Cleaning Maintenance Repair Replacement Item 3C - Harbeck-Bergheim House Lease Agreement 38 Drain, waste, vent system X X x x Storm drainage system x x x x Supply water piping and valving x x x x Hot water heater x x x x Water meter x x x x Kitchen hand sinks x x x x Dish washing equipment and sinks x x x x Hose bibs x x x x Rough-in of connection of kitchen equipment x x x x Connection of kitchen equipment x x x x Backflow prevention devices x x x x Pressure reducing devices x x x x Fire Protection Valving, piping, heads x x x x Backflow prevention devices x x x x Fire extinguishers x x x x Smoke, fire alarms devices and wiring x x x x Heating, Ventilation and Air Conditioning (HVAC) Primary HVAC equipment NA NA X x x HVAC control equipment NA NA X x x HVAC distribution and diffusing systems NA NA X x x Diffusers NA NA X x x HVAC fluids, filters, etc.X X x x Electrical Systems Panels and disconnects x x x x Wiring x x x x Switching and convenience outlets x x x x Connection of kitchen equipment to disconnects x x x x Kitchen equipment, non-conduit wiring x x x x Emergency lighting x x x x Lighting: - ballasts x x x x - lamps x x x x - lens and trim x x x x - fixtures x x x x Exterior lighting x x x x Telephone pre-wire x x x x Telephone equipment x x x x Data communications within premises x x x x Fire & security alarm systems, telephone dialer x x x x Utilities Electrical service x x x x Item 3C - Harbeck-Bergheim House Lease Agreement 39 Sewer service including PIFs x x x x Water service including PIFs x x x x Fire protection water service including PIFs x x x x Irrigation water service including PIFs x x x x Natural gas service including PIFs x x x x Telephone utility x x x x Fire alarm and security monitoring service x x x x Item 3C - Harbeck-Bergheim House Lease Agreement 40 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: February 18, 2020 AGENDA TITLE: Consideration of a motion to authorize the city manager to approve and execute a twenty-year revocable permit for a dewatering pipe within a conduit crossing City easements located at 2920 – 2930 Pearl Street (REV2020-00001). Applicant/Owner: Google Inc. PRESENTER/S Jane S. Brautigam, City Manager Chris Meschuk, Deputy City Manager / Interim Director of Planning Mary Ann Weideman, Deputy City Manager/Interim Director of Public Works Charles Ferro, Development Review Manager, Planning Sarah Shaffer, Associate Planner EXECUTIVE SUMMARY The purpose of this item is for City Council to consider a revocable permit to authorize a twenty- year revocable permit (“Revocable Permit”) for a 45-foot long portion of conduit containing a 1- 1/2” dewatering pipe connecting Phase 1 and Phase 2 of the Pearl Place development, which encroach across a public access easement and a flood, drainage and irrigation easement located at 2920 – 2930 Pearl Street; and to authorize the City Manager to execute the attached Revocable Permit (see Attachment A and Attachment B). Considering the permanency of the encroachment, as well as its essential role in storm water management on site, a long-term revocable permit for that portion of the dewatering pipe crossing public easements is necessary. Pursuant to Section 2-2-8, “Conveyance of City Real Property Interests”, B.R.C. 1981, City Council approval is required for lease and permit terms which exceed three years. Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 1 STAFF RECOMMENDATION Suggested Motion Language: Staff requests council consideration of this matter and action in the form of the following motion: Motion to authorize the City Manager to approve and execute a long-term revocable permit, essentially in the form as attached to the staff memorandum, for approximately a 45-foot long portion of conduit containing a 1-1/2” dewatering pipe crossing a public access easement and a flood, drainage and irrigation easement located at 2920 – 2930 Pearl Street for up to twenty (20) years. COMMUNITY SUSTAINABILITY ASSESSMENTS AND IMPACTS Economic: None identified at this time. Environmental: The dewatering pipe is an integral component for storm water drainage. Without the proposed dewater pipe, the stormwater management plan for the development, as approved by city staff (#TEC2015-00004), cannot be properly executed or will require the installation of a much smaller, less efficient dewatering system in Phase 2. Social: None identified at this time. OTHER IMPACTS Fiscal: None identified at this time. Staff time: The applicant has paid the required application fee to cover the staff review time of the proposed permit. PUBLIC FEEDBACK There is no required public notification for the revocable application process. This item is being heard as part of the consent agenda and has been advertised in the Daily Camera. BACKGROUND / PROCESS Any permit or lease term of three years or greater, up to twenty years, must be approved by the City Council. The City Manager is authorized to permit encroachments within the public right- of-way or upon a public easement for a period of three years or less. See Section 2-2-8, “Conveyance of City Real Property Interest,” B.R.C. 1981, and the City Charter Section 111, “Terms not longer than twenty years – compensation.” The encroachment at 2920 – 2930 Pearl Street is permanent in nature and can be permitted for a period exceeding three years only upon approval of the City Council. Staff has determined that there will be no public need for the leased area below the surface of the existing ditch and multi-use path for the duration of the permit term. A copy of the proposed Revocable Permit is attached (see Attachment B). The subject encroachment is located in the Pearl Place development within the Business Regional -1 (BR-1) zoning district (reference Figure 1, Vicinity Map). The Pearl Place Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 2 development contains 330,000 square feet of Class A office space split between three- and four- story buildings in a campus format with below grade parking. The site review for the Pearl Place project was approved by Planning Board on Dec. 4, 2014 (LUR2014-00035). As a condition of approval for the Site Review the applicant is required to (1) dedicate all necessary easements required to serve the development, (2) obtain all necessary approvals and authorizations for the portion of telecommunication duct banks crossing any City easements or right of way. The public access easement and the flood, drainage, and irrigation easement in question were both dedicated on the final plat provided during the Technical Document Review process for case TEC2015-00004. The final plat was recorded at reception number: 03481756. During Phase 1 construction, four 4-inch conduits were built 12-feet below grade, underneath the ditch and multi-use path, and between the Phase 1 and Phase two sites. These conduits were originally constructed to serve as telecommunications ducts and were dedicated on the final plat provided as part of the Technical Document Review TEC2015-00004 and recorded at reception number 03481756. The Xcel Energy letter of agreement associated with this dedication is available at reception number: 03481849. The applicant intends to use one of the existing conduits to serve as a sleeve to install a 1-1/2-inch water line to pump ground water from Phase 2 to the dewatering treatment system located in Phase 1. During the excavation process for the Phase 2 development project, the applicant discovered that the groundwater on the site was much lower than anticipated (less than 10 gpm). Due to low water flows the project would have required a smaller, residential system to treat the low water flows. These residential systems are less efficient, lack redundancy, can only handle a small variety of contaminants, and produce treated water with a much lower quality than that of the system located in Phase 1. Additionally, the dewatering system located in Phase 1 has enough capacity to support the Phase 2 water and any future water table growth, if necessary. Given this information, the applicant decided to pursue routing the groundwater flow from Phase 2 to the dewatering system in Phase 1 via the proposed water pipe encroachment. Ultimately, the consolidation will reduce program management and maintenance for all parties involved. Since the encroachments are permanent in nature, a long-term revocable is recommended by city staff and may be approved if the following criteria are met, pursuant to Section 8-6-6(f), B.R.C. 1981: 1. The encroachment does not constitute a traffic or other hazard. Figure 1. Vicinity Map Phase 1 Phase 2 Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 3 The telecommunication duct banks used to convey private utilities have already been constructed on site, pursuant to the approved engineering and architectural plans for Phase 1 construction (TEC2015-00004). As a part of the Technical Document review, city staff determined that the encroachments do not constitute a traffic or other hazard. 2. The encroachment does not destroy or impair the public’s use of the land for its intended purposes or serves a public purpose that cannot otherwise be accomplished without such minor impairment. The private dewatering pipe crosses a flood, irrigation and storm drainage easement and does not destroy or impair the use of the land for its intended purposes as it was constructed specifically to avoid interference with irrigation and drainage across the site. Additionally, the dewatering pipe crosses a public access easement, currently used as a multi-use path. The pipe will be located below the surface of the multi-use path, and thus does not impair the ground-level use of the path. 3. Encroachment on a sidewalk in commercial areas maintains a minimum clearance of eight feet vertically and horizontally of unobstructed pedestrian way. The requirements of this paragraph may be modified by the City Manager if reasonable passage is provided on the sidewalk and the safety of pedestrians, bicyclists and motorists is not impaired. The entirety of the encroachment will be located below the ground level; thus, this criterion is not applicable. 4. A longer term use of the public property for the specific term approved will not be contrary to the public interest and ultimate use of the public right-of-way or public easement; and there will be no public need for the leased area during the lease period. A twenty-year revocable permit to allow for the encroachments is not contrary to the public interest. There is a public need for the public access easement associated with the multi-use path, but the private dewatering pipe will be located approximately 12 feet below the surface and not impact the public’s use of the path. There is a public need for the flood, irrigation, and drainage easement, but the private dewatering pipe does not preclude the use of the easement for its intended purpose. 5. Adequate compensation is provided to the city throughout the lease term. A long-term Revocable Permit requires the one-time application fee of $650 and a new application with associated fee must be filed when the permit term concludes. Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 4 MATRIX OF OPTIONS City Council may: 1. Approve the twenty-year permit as proposed. 2. Deny the twenty-year permit but direct the City Manager to approve a three-year short- term permit. The applicant would renew the permit in three year increments, as directed by the city. 3. Deny both the long-term and short-term permit and require a revised stormwater management plan for the development that does not include encroachments into public easements. ATTACHMENTS A. Proposed Encroachment Exhibits B. Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 5 Attachment A - Proposed Encroachment Exhibits Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 6 BLOCATION OF REQUESTED POINT TOPOINT REVOCABLE PERMIT FORUNDERGROUND CONDUITS - (1) 4" CONDUIT LOCATED UNDERCONCRETE DITCH STRUCTURE.5261.5045' FOOT LONG PORTION OF 1-1/2" POLYDEWATERING PIPE WHICH CROSSES CITYEASEMENTS.EXHIBIT A (SHEET 2 OF 2)Attachment A - Proposed Encroachment Exhibits Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 7 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 8 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 9 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 10 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 11 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 12 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 13 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 14 Attachment B - Proposed Revocable Permit Item 3E - Approval of 20-year revocable permit at 2930 Pearl St Page 15 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Introduction, first reading and consideration of motion to order published by title only the following ordinances related to the current e-scooter moratorium: 1.Ordinance prohibiting the city manager from issuing a business license to a company offering shared electric scooters by amending Sections 3-17-3, “Sales and Use Tax or Business License Required,” and 7-1-1, “Definitions,” B.R.C. 1981; and setting forth related details, or in the alternative: 1.B. Ordinance prohibiting the manager from issuing a business license to any business to engage in offering shared, stand-up styled electric scooters and creating a pilot project allowing sit-down style electric scooters in a designated area but excluding open space land by amending Sections 3-17-3, “Sales and Use Tax or Business License Required,” and 7-1-1, “Definitions,” B.R.C. 1981; and setting forth related details, 2.Ordinance extending a moratorium temporarily prohibiting the city manager from issuing any business license to a commercial electric scooter company and prohibiting the use of electric scooters on open space until October 21, 2020; and setting forth related details. Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 1 PRESENTERS Jane S. Brautigam, City Manager Thomas A. Carr, City Attorney Janet Michels, Senior Assistant City Attorney Bill Cowern, Principal Traffic Engineer, Interim Director of Transportation and Mobility Chris Hagelin, Interim GO Boulder Manager, Senior Transportation Planner David Kemp, Senior Transportation Planner EXECUTIVE SUMMARY In June 2019, the General Assembly passed House Bill 19-1221, which was promoted by operators of commercial electric scooter (e-scooter) companies. HB19-1221 authorized the operation of e-scooters on public roads. Prior to the passage of HB19-1221, the operation of e-scooters anywhere in the city of Boulder other than on private property was prohibited by city code. Ordinance 8326 was adopted by council on May 21, 2019, to preserve the status quo, by prohibiting the city manager from issuing business licenses to commercial operators and also by prohibiting the use of e-scooters on sidewalks, bike paths and open space trails, the public spaces where HB19-1221 still allows for local regulation. Ordinance 8326 was extended until April 21, 2020, by Ordinance 8375. City Council provided staff direction at the January 28, 2020 City Council Study Session to not move forward with e-scooters at this time as part of the city’s Shared Micromobility Program and requested further monitoring of the e-scooter industry and related aspects, including safety and sustainability. Council is supportive of the introduction of private sector e-bikes as part of Shared Micromobility Program with an emphasis on first and final mile solutions. Council also supports appropriate modifications to the existing Dockless Bike Share Licensing program to make electric- assist bike share more feasible for companies to operate in Boulder and to serve areas of Boulder where Boulder B-Cycle is currently not accessible. Staff has prepared for council consideration three options for a shared e-scooter ordinance. The options include: 1A: Indefinite prohibition against licensing businesses offering shared e-scooters. 1B: Indefinite prohibition against licensing businesses offering shared, stand-up e- scooters with a pilot program for licensing a shared, sit-down style of a lightweight electric vehicle in a designated area. 2: Six-month e-scooter moratorium extension. Staff has investigated a new sit-down style of e-scooter. These lightweight electric vehicles come equipped with a seat, larger wheel diameter and higher ground clearance. Staff recommends experimenting with this new type of lightweight electric vehicle for a one-year period in a designated area of Boulder while moving forward with an indefinite prohibition against licensing businesses offering shared, stand-up e-scooters. Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 2 STAFF RECOMMENDATION Suggested Motion Language: Staff requests council consideration of this matter and action in the form of the following motion: Motion to introduce and order published by title only: 1.B. Ordinance prohibiting the manager from issuing a business license to any business to engage in offering shared, stand-up styled electric scooters and creating a pilot project allowing sit-down style electric scooters in a designated area but excluding open space land by amending Sections 3-17-3, “Sales and Use Tax or Business License Required,” and 7-1-1, “Definitions,” B.R.C. 1981; and setting forth related details. COMMUNITY SUSTAINABILITY ASSESSMENTS AND IMPACTS Economic – The proposed ordinances either delay or deny the entry of commercial e-scooter companies into the City of Boulder, if council authorizes such. The prohibition or delay may have some marginal impact on the city’s economy. Environmental – There is an on-going debate regarding whether e-scooters provide an environmental benefit or detriment. The delay or denial in commercial deployment should not have a measurable environmental impact. Social – Continued analysis of e-scooter industry brings to light new information regarding areas of concern, including safety, mode shift, sustainability and equity. OTHER IMPACTS Fiscal – The work necessary will be performed using existing budget resources. Staff times – The work will be completed within staff’s existing work plan. BOARD AND COMMISSION FEEDBACK The Transportation Advisory Board (TAB) provided input prior to the January 28th City Council meeting. TAB members expressed support for a pilot program involving e- scooters but limited to the East Boulder area in order to serve business parks, such as, Flatirons Business Park, East Walnut and Airport Road. TAB believes an e-scooter option, in addition to shared bikes/e-bikes, will provide the employees at these business parks an additional option to commute to and from work, or leave the business park areas during lunchtime and to run errands without the necessity of using a motor vehicle. TAB views e-scooters and e-bikes as an excellent way to address transportation deficiencies within the East Boulder area, which the Board believes can reduce CO2 emissions and potentially replace thousands of car trips daily at lunchtime generating from within East Boulder area, which accounts for nearly 18,000 jobs. TAB believes that many of the safety concerns can be addressed through safety training and limiting hours of operation. Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 3 BACKGROUND and ANALYSIS City Council provided staff direction at the January 28th City Council Study Session to not move forward with e-scooters as part of the city’s Shared Micromobility Program at this time and requested further monitoring of the e-scooter industry and related aspects, including safety and sustainability. Council is supportive of the introduction of private sector e-bikes as part of a Shared Micromobility Program with an emphasis on first and final mile solutions. Staff has prepared three ordinance options for council consideration: 1A: Indefinite prohibition against licensing businesses offering shared e-scooters. 1B: Indefinite prohibition against licensing businesses offering shared, stand-up e- scooters with a pilot program for licensing a shared, sit-down style of a lightweight electric vehicle in a designated area. 2: Six-month e-scooter moratorium extension. The Boulder Revised Code does not currently define “electric scooter.” The proposed ordinance for option 1A and 1B both add a definition for “electric scooter” that is identical to the definition adopted by the General Assembly. Since the January 28th City Council study session, staff has further investigated a new, sit-down style of e-scooter. These lightweight electric vehicles come equipped with a seat, larger wheel diameter and offer a higher ground clearance over stand-up e-scooters. Staff recommends experimenting with this new type of lightweight electric vehicle for a one-year period in a designated area of Boulder while moving forward with an indefinite prohibition against licensing businesses offering shared, stand-up e-scooters. Staff will continue to monitor aspects of the stand-up e-scooter industry and keep council advised on developments. If council chooses to move forward with ordinance 1B, specific minimum specifications pertaining to the sit-down lightweight electric vehicles will be required, including the following criteria: A fixed or adjustable saddle (seat), Front and rear brakes Front and rear lights Wheel diameter of fourteen inches or greater Ground clearance of seven inches or greater Anticipated lifespan of two years or longer. Staff is aware of two companies producing this style of lightweight electric vehicles (Veo and Wheels); both of whom have expressed interest in operating in Boulder. These lightweight electric vehicles are relatively new and in operation in only a few cities There is currently no substantive data available regarding their safety and sustainability; however, the vehicles’ componentry and other specifications indicate these devices Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 4 would be more durable and would handle variable pavement conditions more effectively and offer a lower center of gravity for the rider. The following table provides a visual representation of council’s ordinance options: Stand-Up Scooter Sit-Down Scooter Fall 2020 Pilot in Designated Area Option 1A – Indefinite prohibition against licensing businesses offering shared e- scooters Option 1B - Indefinite prohibition against licensing businesses offering shared, stand-up e-scooters with a pilot program for licensing a shared, sit-down style of a lightweight electric vehicle in a designated area Option 2A- 6-Month Extension of Moratorium on licensing shared E-Scooter businesses (for 6 months – pending further evaluation) (for 6 Months – pending further Evaluation) (potential Spring 2021) NEXT STEPS First reading of the ordinance implementing council’s direction will take place March 3, 2020. Second reading of this ordinance and a public hearing is scheduled for April 7, 2020 in conjunction with proposed modifications to the existing Dockless Bike Share Licensing Program to make electric-assist bike share more feasible for companies to operate in Boulder and to serve areas of Boulder where Boulder B-Cycle is currently not accessible. ATTACHMENT A – Proposed Ordinance -Prohibit licensing businesses offering shared e-scooters Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 5 B – Proposed alternative Ordinance -Prohibit licensing businesses offering shared stand-up e-scooter moratorium with a pilot program for licensing businesses offering shared sit-down style e-scooters in specified areas C – Proposed Ordinance - Si x-month e-scooter moratorium extension Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 6 K:\TRPE\o-8386 1st Rdg 1A-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ORDINANCE 8386 AN ORDINANCE PROHIBITING THE CITY MANAGER FROM ISSUING A BUSINESS LICENSE TO A COMPANY OFFERING SHARED ELECTRIC SCOOTERS BY AMENDING SECTIONS 3-17-3, “SALES AND USE TAX OR BUSINESS LICENSE REQUIRED,” 7-1-1, “DEFINITIONS,” B.R.C. 1981, AND SETTING FORTH RELATED DETAILS. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BOULDER, COLORADO: Section 1. Section 3-17-3, “Sales and Use Tax or Business License Required,” shall be amended to (a)The manager shall not issue a sales and use tax license to any business that is proposing to conduct business activities that are in violation of any of the provisions of the “Boulder Revised Code” 1981. The sales and use tax license may be referred to as a “business license.’ (b)Businesses offering shared electric scooters are not eligible for a business license and as such the manager shall not issue a business license to any business to engage in offering shared electric scooters. Section 2. Section 7-1-1, “Definitions” to add a new definition of “electric scooter” to read: Electric scooter means a device: (1)Weighing less than one hundred pounds; (2)With handlebars and an electric motor; (3)That is powered by an electric motor; and (4)That has a maximum speed of twenty miles per hour on a paved surface when powered Attachment A - Proposed Ordinance 8386 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 7 K:\TRPE\o-8386 1st Rdg 1A-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 solely by the electric motor. Section 3. This ordinance is necessary to protect the public health, safety and welfare of the residents of the city, and covers matters of local concern. Section 4. The city council deems it appropriate that this ordinance be published by title only and orders that copies of this ordinance be made available in the office of the city clerk for public inspection and acquisition. INTRODUCED, READ ON FIRST READING, AND ORDERED PUBLISHED BY TITLE ONLY this 3rd day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynnette Beck, City Clerk READ ON SECOND READING, PASSED AND ADOPTED this 17th day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynnette Beck, City Clerk Attachment A - Proposed Ordinance 8386 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 8 K:\TRPE\o-8387 1st Rdg 1B-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ORDINANCE 8387 AN ORDINANCE PROHIBITING THE MANAGER FROM ISSUING A BUSINESS LICENSE TO ANY BUSINESS TO ENGAGE IN OFFERING SHARED, STAND-UP STYLED ELECTRIC SCOOTERS AND CREATING A PILOT PROJECT ALLOWING SIT-DOWN STYLE ELECTRIC SCOOTERS IN A DESIGNATED AREA BUT EXCLUDING OPEN SPACE LAND BY AMENDING SECTIONS 3-17-3, “SALES AND USE TAX OR BUSINESS LICENSE REQUIRED,” 7-1-1, “DEFINITIONS,” B.R.C. 1981, AND SETTING FORTH RELATED DETAILS. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BOULDER, COLORADO: Section 1. Section 3-17-3, “Sales and Use Tax or Business License Required,” shall be amended to (a)The manager shall not issue a sales and use tax license to any business that is proposing to conduct business activities that are in violation of any of the provisions of the “Boulder Revised Code” 1981. The sales and use tax license may be referred to as a “business license.’ (b)Except as set forth herein, businesses offering shared electric scooters are not eligible for a business license and as such the manager shall not issue a business license to any business to engage in offering shared electric scooters, except that the manager may issue a temporary business license to a business to offer shared electric scooters that are equipped with a fixed or adjustable seat, front and rear independent dual actuated braking system, integrated headlight and taillight, wheel diameter of 14 inches or greater, ground clearance of seven inches or greater, and an anticipated lifespan of two years or longer in a limited area as designated by the city manager in accordance with Chapter 1-4, “Rulemaking,” B.R.C. 1981. Such rule adopted by the Attachment B - Proposed Ordinance 8387 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 9 K:\TRPE\o-8387 1st Rdg 1B-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 manager shall not include open space land. Such temporary business license shall be issued pursuant to licensing standards specific to micromobility adopted by city council and shall expire no later than May 31, 2021. Section 2. Section 7-1-1, “Definitions” to add a new definition of “electronic scooter” to read: Electric scooter means a device: (a) Weighing less than one hundred pounds; (b) With handlebars and an electric motor; (c) That is powered by an electric motor; and (d) That has a maximum speed of twenty miles per hour on a paved surface when powered solely by the electric motor. Section 3. This ordinance shall be effective until May 31, 2021. Section 4. This ordinance is necessary to protect the public health, safety and welfare of the residents of the city, and covers matters of local concern. Section 5. The city council deems it appropriate that this ordinance be published by title only and orders that copies of this ordinance be made available in the office of the city clerk for public inspection and acquisition. INTRODUCED, READ ON FIRST READING, AND ORDERED PUBLISHED BY TITLE ONLY this this 3rd day of March 2020. Attachment B - Proposed Ordinance 8387 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 10 K:\TRPE\o-8387 1st Rdg 1B-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynnette Beck, City Clerk READ ON SECOND READING, PASSED AND ADOPTED this 17th day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynnette Beck, City Clerk Attachment B - Proposed Ordinance 8387 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 11 K:\TRPE\o-8388 1st Rdg 2A-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ORDINANCE 8388 AN ORDINANCE EXTENDING A MORATORIUM TEMPORARILY PROHIBITING THE CITY MANAGER FROM ISSUING ANY BUSINESS LICENSE TO A COMMERCIAL ELECTRIC SCOOTER COMPANY AND PROHIBITING THE USE OF ELECTIC SCOOTERS ON SIDEWALKS, BIKE PATHS AND OPEN SPACE UNTIL OCTOBER 21, 2020; AND SETTING FORTH RELATED DETAILS. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BOULDER, COLORADO: Section 1. Ordinance 8326 is amended to extend the moratorium expiration date in Section 3 from April 21, 2020 to October 21, 2020. The moratorium is temporary in duration and may be replaced by subsequent legislative enactment regulating the items by October 21, 2020. The provisions of this ordinance shall expire and no longer be effective as of midnight on October 21, 2020. Section 2. This ordinance is necessary to protect the public health, safety and welfare of the residents of the city, and covers matters of local concern. Section 3. The city council deems it appropriate that this ordinance be published by title only and orders that copies of this ordinance be made available in the office of the city clerk for public inspection and acquisition. Attachment C - Proposed Ordinance 8388 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 12 K:\TRPE\o-8388 1st Rdg 2A-3025.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 INTRODUCED, READ ON FIRST READING, AND ORDERED PUBLISHED BY TITLE ONLY this this 3rd day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynnette Beck, City Clerk READ ON SECOND READING, PASSED AND ADOPTED this 17th day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynnette Beck, City Clerk Attachment C - Proposed Ordinance 8388 Item 3E - 1st Rdg Ords 8386, 8387, and 8388 Shared E-scooter Moratorium Extension Page 13 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE: Forth reading and consideration of motion to adopt Ordinance 8366 amending Title 10, “Structures,” B.R.C. 1981 by adopting and modifying international codes regarding property maintenance, rental licenses, building, electrical, energy conservation, commercial and industrial energy efficiency, fire, wildland, mechanical, fuel gas, and plumbing; adopting the 2020 City of Boulder Energy Conservation Code; and setting forth related details. PRESENTERS Jane Brautigam, City Manager Mary Ann Weideman, Deputy City Manager/ Interim Director of Public Works Chris Meschuk, Assistant City Manager/ Interim Planning Director Mike Calderazzo, Fire Chief Steve Catanach, Director of Climate Initiatives David Lowrey, Chief Fire Marshall Will Birchfield, Building Services Manager/Chief Building Official Carolyn Elam, Energy Manager, Climate Initiatives Kara Mertz, Sustainability Manager, Climate Initiatives Christin Whitco, Energy Code Coordinator EXECUTIVE SUMMARY The purpose of this item is for City Council to consider Ordinance 8366 (Attachment A) updating Boulder’s construction codes. The proposed ordinance would amend Title 10, “Structures” by adopting the 2018 Building Codes with local amendments and the 2020 City of Boulder Energy Conservation Code. Boulder’s construction codes were last updated in 2014. The proposed code updates address a wide range of public health and safety issues related to the built environment. The codes proposed for adoption include the 2018 International Building Codes with local amendments mostly consistent with current amendments to the 2012 codes. The amendments are compiled in the proposed ordinance and included in Attachment A to the memo. Significant recommended changes include: Adoption of the 2018 International Existing Building Code (IEBC) 2018 IEBC CHAPTER 6 - CLASSIFICATION OF WORK: Used to identify project scopes and as thresholds for energy code requirements/compliance 2018 IBC 2902 and IPC 403: The option of all gender toilet facilities 2018 IRC 313 Sprinkler requirements for newly constructed one-and two-family dwellings 2018 IRC Appendix Q TINY HOUSES 2018 IRC Appendix R LIGHT STRAW-CLAY CONSTRUCTION 2018 IRC Appendix S STRAWBALE CONSTRUCTION 2018 IFC (46) Section 1103.5: Sprinkler systems for changes of occupancy 2018 WUIC 503.2: Composite decking in the wildland urban interface Introduction of a deconstruction waste deposit to improve compliance with waste diversion requirements Introduction of construction and deconstruction waste requirements for commercial projects. Additionally, the 2020 City of Boulder Energy Conservation Code (2020 COBECC) is also proposed for adoption. The 2020 COBECC is a localized version of the 2018 International Energy Conservation Code that will be 20% more efficient than the national code. The 2020 COBECC is included as Attachment B. The city has committed to updating the COBECC on a three-year cycle with the goal of attaining net zero energy (NZE), outcome-verified codes by 2031 to meet broader city-wide climate commitment goals. Proposed updates to the COBECC include: Net-zero energy requirements for all new residential construction larger than 3,000 square feet; Adoption of performance-based requirements by specific building class for commercial construction; Introduction of an outcome-based compliance pathway for commercial construction; Introduction of mandatory on-site solar generation for new construction; Introduction of an offset pathway for achieving code compliance; and Tailoring the commercial electric vehicle–ready requirements based on building use. BACKGROUND Council passed the proposed Ordinance 8366 on first reading at its November 19, 2019 meeting. A second reading and public hearing was conducted on January 21, 2020 (link to the Jan. 7th memo and meeting packet), where Council requested the proposed ordinance be amended to incorporate the following: Revise the Ordinance effective date from April 1, 2020 to July 1, 2020. Revise 2018 IRC Appendix Q TINY HOUSES to allow units to be constructed off-site when inspected and approved by a third party pre-approved by the chief building official. At third reading (link to the Feb. 18th memo and meeting packet) Council approved the revised code language addressing these recommended changes. Ordinance 8366 and the 2020 City of Boulder Energy Conservation Code have been updated to reflect these changes and are included as Attachment A and Attachment B to this memo. STAFF RECOMMENDATION Suggested Motion Language: Staff requests council consideration of this matter and action in the form of the following motion: Motion to adopt Ordinance 8366 amending Title 10, “Structures,” B.R.C. 1981 by adopting and modifying international codes regarding property maintenance, rental licenses, building, electrical, energy conservation, commercial and industrial energy efficiency, fire, wildland, mechanical, fuel gas, and plumbing; adopting the 2020 City of Boulder Energy Conservation Code; and setting forth related details. ATTACHMENTS A: Proposed Ordinance 8366 B: 2020 City of Boulder Energy Conservation Code Approved semi-rigid tubing connector International Property Maintenance Code International Property Maintenance Code Deterioration Ultimate deformation Detached Deterioration. Ultimate deformation. 3.7. Detached, Deterioration. Ultimate deformation. Detached, Deterioration. Ultimate deformation. Detached, approved approved code official International Building Code International Building Code 2020 City of Boulder2012 International Energy Conservation Code 2020 City of Boulder2012 International Energy Conservation Code 2020 City of Boulder Energy Conservation Code International Residential Code 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 20202017 City of Boulder Energy Conservation Code International Residential Code International Residential Code International Residential Code International Existing Building Code work areas work area International Building Code work area International Building Code works areas 2017 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 International Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 International Energy Conservation Code 2020 City of Boulder Energy Conservation Code International Fire Code International Fire Code …. Open Burning Sky Lantern Tank Truck Transport route The National Fire Alarm and Signaling Code. International Wildland-Urban Interface Code International Wildland-Urban Interface Code International Mechanical Code International Mechanical Code International Fuel Gas Code International Fuel Gas Code International Plumbing Code International Plumbing Code 2017 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code 2020 City of Boulder Energy Conservation Code ENERGY CONSERVATION CODE CITY OF BOULDER 2020 BASED ON THE 2018 INTERNATIONAL ENERGY CONSERVATION CODE 2020 City of Boulder Energy Conservation Code First Printing: March 2020 ISBN: 978-1-60983-940-6 COPYRIGHT 2020 by INTERNATIONAL CODE COUNCIL, INC. ALL RIGHTS RESERVED. This 2020 City of Boulder Energy Conservation Code contains substantial copyrighted material from the 2018 International Energy Conservation Code, third printing, which is a copyrighted work owned by the International Code Council, Inc. Without advance written permission from the copyright owner, no part of this book may be reproduced, dis- tributed or transmitted in any form or by any means, including, without limitation, electronic, optical or mechanical means (by way of example, and not limitation, photocopying or recording by or in an information storage retrieval system). For information on use rights and permissions, please contact: ICC Publications, 4051 Flossmoor Road, Country Club Hills, IL 60478. Phone 1- 888-ICC-SAFE (422-7233). Trademarks: “International Code Council,” the “International Code Council” logo, “ICC,” the “ICC” logo, “International Energy Conservation Code,” “IECC” and other names and trademarks appearing in this book are registered trademarks of the International Code Council, Inc., and/or its licensors (as applicable), and may not be used without permission. PRINTED IN THE USA T02 PREFACE Introduction The 2020 City of Boulder Energy Conservation Code (COBECC) prescribes minimum energy efficiency and conservation standards for new buildings and for additions and alterations to existing buildings. The requirements of the COBECC are intended to promote public health, safety and welfare by requiring the design and construction of buildings in the City of Boulder consistent with the city’s energy, climate and sustainability goals; national safety standards; and best practices for engineer- ing and construction technology. The COBECC introduces new energy efficiency measures and improves the energy performance requirements for residential buildings and prescriptive requirements for commercial buildings. The COBECC is based on the 2018 edition of the International Energy Conservation Code® (IECC®), published by the International Code Council® (ICC®), and incorporates local amendments to the model code. The COBECC eliminates portions of the model code that do not apply to Boulder and incorporates Boulder’s local energy conservation requirements in one document. Since 1996, the city has adopted local amendments to the IECC to impose more stringent energy efficiency requirements than the model code. Like previous local amendments, the COBECC imposes more stringent energy efficiency requirements than the model code. The COBECC require- ments support the climate commitment goals adopted by City Council on December 6, 2016: • 80 percent reduction of the community’s greenhouse gas emissions below 2005 levels by 2050. • 100 percent renewable electricity by 2030. • 80 percent reduction in organizational greenhouse gas emissions below 2008 levels by 2030. In support of these goals, Boulder has set a target of reaching net zero energy construction by 2031 for new buildings and major alterations through building and energy code requirements. Boul- der has developed a strategy to achieve that target; adopting increasingly aggressive energy codes is a key part of the strategy. Adoption The 2020 City of Boulder Energy Conservation Code was adopted at fourth reading by the City Coun- cil of the City of Boulder on March 4, 2020, with the passage of City of Boulder Ordinance No. 8366. Information regarding the adoption of Ordinance No. 8366 can be reviewed at the City of Boul- der Central Records Office as part of the City Council agenda materials for March 4, 2020. Marginal Markings = Indicates a City of Boulder amendment has been made to the 2018 International Energy Conservation Code. >= Indicates model code language deleted by the City of Boulder. Italicized Terms Selected words and terms defined in Chapter 2, Definitions, are italicized where they appear in code text and the Chapter 2 definition applies. Where such words and terms are not italicized, common- use definitions apply. The words and terms selected have code-specific definitions that the user should read carefully to facilitate better understanding of the code. EFFECTIVE USE OF THE INTERNATIONAL ENERGY CONSERVATION CODE The 2020 City of Boulder Energy Conservation Code (COBECC) is a model code that regulates mini- mum energy conservation requirements for new buildings. This code addresses energy conserva- tion requirements for all aspects of energy uses in both commercial and residential construction, including heating and ventilating, lighting, water heating, and power usage for appliances and build- ing systems. This code is a design document. For example, before one constructs a building, the designer must determine the minimum insulation R-values and fenestration U-factors for the building exterior envelope. Depending on whether the building is for residential use or for commercial use, the COBECC sets forth minimum requirements for exterior envelope insulation, window and door U-fac- tors and SHGC ratings, duct insulation, lighting and power efficiency, and water distribution insula- tion. Arrangement and Format of the 2020 COBECC The COBECC contains two separate sets of provisions—one for commercial buildings and one for residential buildings. Each set of provisions is applied separately to buildings within their scope. The Commercial Provisions apply to all buildings except for residential buildings three stories or less in height. The Residential Provisions apply to detached one- and two-family dwellings and multiple single-family dwellings as well as Group R-2, R-3 and R-4 buildings three stories or less in height. These scopes are based on the definitions of “Commercial building” and “Residential building,” respectively, in Chapter 2 of each set of provisions. Note that the Commercial Provisions therefore contain provisions for residential buildings four stories or greater in height. Each set of provisions is divided into five different parts: The following is a chapter-by-chapter synopsis of the scope and intent of the provisions of the City of Boulder International Energy Conservation Code and applies to both the commercial and res- idential energy provisions: Chapter 1 Scope and Administration. This chapter contains provisions for the application, enforcement and administration of subsequent requirements of the code. In addition to establish- ing the scope of the code, Chapter 1 identifies which buildings and structures come under its pur- view. Chapter 1 is largely concerned with maintaining “due process of law” in enforcing the energy conservation criteria contained in the body of this code. Only through careful observation of the administrative provisions can the code official reasonably expect to demonstrate that “equal pro- tection under the law” has been provided. Chapters Subjects 1–2 Administration and definitions 3 Climate zones and general materials requirements 4 Energy efficiency requirements 5 Existing buildings 6 Referenced standards Chapter 2 Definitions. Chapter 2 is the repository of the definitions of terms used in the body of the code. Codes are technical documents and every word, term and punctuation mark can impact the meaning of the code text and the intended results. The code often uses terms that have a unique meaning in the code and the code meaning can differ substantially from the ordinarily understood meaning of the term as used outside of the code. The terms defined in Chapter 2 are deemed to be of prime importance in establishing the mean- ing and intent of the code text. The user of the code should be familiar with and consult this chapter because the definitions are essential to the correct interpretation of the code and the user may not be aware that a term is defined. Where understanding of a term’s definition is especially key to or necessary for understanding of a particular code provision, the term is shown in italics. This is true only for those terms that have a meaning that is unique to the code. In other words, the generally understood meaning of a term or phrase might not be sufficient or consistent with the meaning prescribed by the code; therefore, it is essential that the code-defined meaning be known. Guidance regarding tense, gender and plurality of defined terms as well as guidance regarding terms not defined in this code is provided. Chapter 3 General Requirements. Chapter 3 provides interior design conditions that are used as a basis for assumptions in heating and cooling load calculations, and provides basic material requirements for insulation materials and fenestration materials. Chapter 4 Energy Efficiency. Chapter 4 of each set of provisions contains the technical require- ments for energy efficiency. Commercial Energy Efficiency. Chapter 4 of the Commercial Provisions contains the energy- efficiency-related requirements for the design and construction of most types of commercial buildings and residential buildings greater than three stories in height above grade. This chapter defines requirements for the portions of the building and building systems that impact energy use in new commercial construction and new residential construction greater than three stories in height, and promotes the effective use of energy. In addition to energy conservation require- ments for the building envelope, this chapter contains requirements that impact energy effi- ciency for the HVAC systems, the electrical systems and the plumbing systems. It should be noted, however, that requirements are contained in other codes that have an impact on energy conservation. For instance, requirements for water flow rates are regulated by the International Plumbing Code. Residential Energy Efficiency. Chapter 4 of the Residential Provisions contains the energy- efficiency-related requirements for the design and construction of residential buildings regulated under this code. It should be noted that the definition of a residential building in this code is unique for this code. In this code, a residential building is a detached one- and two-family dwell- ing and multiple single-family dwellings as well as R-2, R-3 or R-4 buildings three stories or less in height. All other buildings, including residential buildings greater than three stories in height, are regulated by the energy conservation requirements in the Commercial Provisions. The applicable portions of a residential building must comply with the provisions within this chapter for energy efficiency. This chapter defines requirements for the portions of the building and building sys- tems that impact energy use in new residential construction and promotes the effective use of energy. The provisions within the chapter promote energy efficiency in the building envelope, the heating and cooling system and the service water heating system of the building. Chapter 5 Existing Buildings. Chapter 5 of each set of provisions contains the technical energy efficiency requirements for existing buildings. Chapter 5 provisions address the maintenance of buildings in compliance with the code as well as how additions, alterations, repairs and changes of occupancy need to be addressed from the standpoint of energy efficiency. Specific provisions are provided for historic buildings. Chapter 6 Referenced Standards. The code contains numerous references to standards that are used to regulate materials and methods of construction. Chapter 6 contains a comprehensive list of all standards that are referenced in the code. The standards are part of the code to the extent of the reference to the standard. Compliance with the referenced standard is necessary for compli- ance with this code. By providing specifically adopted standards, the construction and installation requirements necessary for compliance with the code can be readily determined. The basis for code compliance is, therefore, established and available on an equal basis to the code official, contractor, designer and owner. Chapter 6 is organized in a manner that makes it easy to locate specific standards. It lists all of the referenced standards, alphabetically, by acronym of the promulgating agency of the standard. Each agency’s standards are then listed in either alphabetical or numeric order based on the stan- dard identification. The list also contains the title of the standard; the edition (date) of the standard referenced; any addenda included as part of the ICC adoption; and the section or sections of this code that reference the standard. Abbreviations and Notations The following is a list of common abbreviations and units of measurement used in this code. Some of the abbreviations are for terms defined in Chapter 2. Others are terms used in various tables and text of the code. AFUE Annual fuel utilization efficiency bhp Brake horsepower (fans) Btu British thermal unit Btu/h-ft2 Btu per hour per square foot C-factor See Chapter 2—Definitions CDD Cooling degree days cfm Cubic feet per minute cfm/ft2 Cubic feet per minute per square foot ci Continuous insulation COP Coefficient of performance DCV Demand control ventilation °C Degrees Celsius °F Degrees Fahrenheit DWHR Drain water heat recovery DX Direct expansion Ec Combustion efficiency Ev Ventilation efficiency Et Thermal efficiency EER Energy efficiency ratio EF Energy factor ERI Energy rating index F-factor See Chapter 2—Definitions FDD Fault detection and diagnostics FEG Fan efficiency grade FL Full load ft2 Square foot gpm Gallons per minute HDD Heating degree days hp Horsepower HSPF Heating seasonal performance factor HVAC Heating, ventilating and air conditioning IEER Integrated energy efficiency ratio IPLV Integrated Part Load Value Kg/m2 Kilograms per square meter kW Kilowatt LPD Light power density (lighting power allowance) L/s Liters per second Ls Liner system m2 Square meters MERV Minimum efficiency reporting value NAECA National Appliance Energy Conservation Act NPLV Nonstandard Part Load Value Pa Pascal PF Projection factor pcf Pounds per cubic foot psf Pounds per square foot PTAC Packaged terminal air conditioner PTHP Packaged terminal heat pump R-value See Chapter 2—Definitions SCOP Sensible coefficient of performance SEER Seasonal energy efficiency ratio SHGC Solar Heat Gain Coefficient SPVAC Single packaged vertical air conditioner SPVHP Single packaged vertical heat pump SRI Solar reflectance index SWHF Service water heat recovery factor U-factor See Chapter 2—Definitions VAV Variable air volume VRF Variable refrigerant flow VT Visible transmittance WWatts w.c.Water column w.g.Water gauge TABLE OF CONTENTS Section C101 Scope and General Requirements. . . . . . . . . . . . . . C-3 C102 Alternative Materials, Design and Methods of Construction and Equipment . . . . . . . . . . . . . . . C-3 Section C103 Construction Documents . . . . . . . . . . . . . . . . . . . . C-3 C104 Fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-5 C105 Inspections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-5 C106 Validity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-5 C107 Referenced Standards. . . . . . . . . . . . . . . . . . . . . . . C-6 C108 Stop Work Order . . . . . . . . . . . . . . . . . . . . . . . . . . C-6 C109 Board of Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . C-6 Section C201 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-7 C202 General Definitions . . . . . . . . . . . . . . . . . . . . . . . . C-7 Section C301 Climate Zones. . . . . . . . . . . . . . . . . . . . . . . . . . . . C-15 C302 Design Conditions . . . . . . . . . . . . . . . . . . . . . . . . C-15 C303 Materials, Systems and Equipment . . . . . . . . . . . C-15 Section C401 General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-17 C402 Building Envelope Requirements . . . . . . . . . . . . C-17 C403 Building Mechanical Systems . . . . . . . . . . . . . . . C-25 C404 Service Water Heating (Mandatory) . . . . . . . . . . C-54 C405 Electrical Power and Lighting Systems. . . . . . . . C-58 C406 Solar Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . C-73 C407 Total Building Performance. . . . . . . . . . . . . . . . . C-74 C408 Maintenance Information and System Commissioning . . . . . . . . . . . . . . . . . . . . C-77 Section C501 General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-83 C502 Additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-83 C503 Alterations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-84 C504 Repairs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-85 C505 Change of Occupancy or Use . . . . . . . . . . . . . . . C-86 User note: About this chapter: Chapter 1 establishes the limits of applicability of the code and describes how the code is to be applied and enforced. Chapter 1 is in two parts: Part 1—Scope and Application and Part 2—Administration and Enforcement. Section 101 identifies what buildings, systems, appliances and equipment fall under its purview and references other I-Codes as applicable. Standards and codes are scoped to the extent referenced. The code is intended to be adopted as a legally enforceable document and it cannot be effective without adequate provisions for its adminis- tration and enforcement. The provisions of Chapter 1 establish the authority and duties of the code official appointed by the authority having jurisdiction and also establish the rights and privileges of the design professional, contractor and property owner. This code shall be known as the 2020 City of Boulder Energy Conservation Code and shall be cited as such. It is referred to herein as “this code.” This code applies to commercial buildings and the buildings’ sites and associated systems and equip- ment. This code shall regulate the design and con- struction of buildings for the effective use and conservation of energy over the useful life of each building. This code is intended to provide flexibility to permit the use of innovative approaches and techniques to achieve this objective. This code is not intended to abridge safety, health or environmen- tal requirements contained in other applicable codes or ordi- nances. Where, in any specific case, different sections of this code specify different materials, methods of construction or other requirements, the most restrictive shall govern. Where there is a conflict between a general require- ment and a specific requirement, the specific requirement shall govern. Where a building includes both residential building and commercial building portions, each portion shall be sepa- rately considered and meet the applicable provisions of IECC—Commercial Provisions or IECC—Residential Provisions. Residential buildings shall meet the provisions of IECC—Residential Provisions. Commercial buildings shall meet the provisions of IECC—Commercial Provisions. The code official shall be permitted to approve specific computer software, work- sheets, compliance manuals and other similar materials that meet the intent of this code. The provisions of this code are not intended to prevent the installation of any material or to prohibit any design or method of construction not specifically prescribed by this code, provided that any such alternative has been approved. An alternative material, design or method of con- struction shall be approved where the code official finds that the proposed design is satisfactory and complies with the intent of the provisions of this code, and that the material, method or work offered is, for the purpose intended, not less than the equivalent of that prescribed in this code in quality, strength, effectiveness, fire resistance, durability and safety. Where the alternative material, design or method of construc- tion is not approved, the code official shall respond in writ- ing, stating the reasons why the alternative was not approved. The code official or other authority having jurisdiction shall be permitted to deem a national, state or local energy efficiency program to exceed the energy efficiency required by this code. Buildings approved in writing by such an energy effi- ciency program shall be considered to be in compliance with this code. The requirements identified as “manda- tory” in Chapter 4 shall be met. Construction documents and other support- ing data shall be submitted in one or more sets with each application for a permit. The construction documents shall be prepared by a registered design professional where required by the statutes of the jurisdiction in which the project is to be constructed. Where special conditions exist, the code official is authorized to require necessary construction documents to be prepared by a registered design professional. The code official is authorized to waive the requirements for construction documents or other support- ing data if the code official determines they are not neces- sary to confirm compliance with this code. Construc- tion documents shall be drawn to scale on suitable material. Electronic media documents are permitted to be submitted where approved by the code official. Construction documents shall be of sufficient clarity to indicate the location, nature and extent of the work proposed, and show in sufficient detail pertinent data and features of the building, systems and equipment as herein governed. Details shall include, but are not limited to, the following as applicable: 1. Insulation materials and their R-values. 2. Fenestration U-factors and solar heat gain coefficients (SHGCs). 3. Area-weighted U-factor and solar heat gain coeffi- cient (SHGC) calculations. 4. Mechanical system design criteria. 5. Mechanical and service water heating systems and equipment types, sizes and efficiencies. 6. Economizer description. 7. Equipment and system controls. 8. Fan motor horsepower (hp) and controls. 9. Duct sealing, duct and pipe insulation and location. 10. Lighting fixture schedule with wattage and control narrative. 11. Location of daylight zones on floor plans. 12. Air sealing details. The building thermal envelope shall be represented on the con- struction drawings. The code official shall examine or cause to be examined the accompanying con- struction documents and shall ascertain whether the construc- tion indicated and described is in accordance with the requirements of this code and other pertinent laws or ordi- nances. The code official is authorized to utilize a registered design professional, or other approved entity not affiliated with the building design or construction, in conducting the review of the plans and specifications for compliance with the code. When the code official issues a permit where construction docu- ments are required, the construction documents shall be endorsed in writing and stamped “Reviewed for Code Compliance.” Such approved construction documents shall not be changed, modified or altered without authori- zation from the code official. Work shall be done in accor- dance with the approved construction documents. One set of construction documents so reviewed shall be retained by the code official. The other set shall be returned to the applicant, kept at the site of work and shall be open to inspection by the code official or a duly autho- rized representative. This code shall not require changes in the construction documents, construction or designated occupancy of a structure for which a lawful permit has been heretofore issued or otherwise lawfully authorized, and the construction of which has been pur- sued in good faith within 180 days after the effective date of this code and has not been abandoned. The code official shall have the authority to issue a permit for the construction of part of an energy conservation system before the construction documents for the entire system have been submitted or approved, provided that adequate information and detailed statements have been filed complying with all pertinent requirements of this code. The holders of such permit shall proceed at their own risk without assurance that the permit for the entire energy conservation system will be granted. Changes made during construction that are not in compliance with the approved construction documents shall be resubmitted for approval as an amended set of construction documents. One set of approved construction documents shall be retained by the code official for a period of not less than 180 days from date of completion of the permitted work, or as required by state or local laws. The construction documents shall specify that the documents described in this section be provided to the building owner or owner’s authorized agent within 90 days of the date of receipt of the certificate of occupancy. Construction documents shall be updated to convey a record of the completed work. Such updates shall include mechanical, electrical and control drawings that indicate all changes to size, type and location of components, equipment and assemblies. Energy code compliance documentation and supporting calculations shall be delivered in one document to the building owner as part of the project record documents or manuals, or as a standalone document. This document shall include the specific energy code edition utilized for compliance deter- mination for each system, documentation demonstrating compliance with Section C303.1.3 for each fenestration product installed, and the interior lighting power compli- ance path, building area or space-by-space, used to calcu- late the lighting power allowance. For projects complying with Item 2 of Section C401.2, the documentation shall include: 1. The envelope insulation compliance path. 2. All compliance calculations including those required by Sections C402.1.5, C403.8.1, C405.3 and C405.4. For projects complying with Section C407, the docu- mentation shall include that required by Sections C407.4.1 and C407.4.2. Training shall be provided to those responsible for maintaining and operat- ing equipment included in the manuals required by Section C103.6.2. The training shall include: 1. Review of manuals and permanent certificate. 2. Hands-on demonstration of all normal maintenance procedures, normal operating modes, and all emer- gency shutdown and startup procedures. 3. Training completion report. A permit shall not be issued until the fees pre- scribed in Section C104.2 have been paid, nor shall an amendment to a permit be released until the additional fee, if any, has been paid. A fee for each permit shall be paid as required, in accordance with the schedule as estab- lished by the applicable governing authority. Any person who commences any work before obtaining the neces- sary permits shall be subject to an additional fee established by the code official that shall be in addition to the required permit fees. The payment of the fee for the con- struction, alteration, removal or demolition of work done in connection to or concurrently with the work or activity autho- rized by a permit shall not relieve the applicant or holder of the permit from the payment of other fees that are prescribed by law. The code official is authorized to establish a refund policy. Construction or work for which a permit is required shall be subject to inspection by the code official, his or her designated agent or an approved agency, and such con- struction or work shall remain visible and able to be accessed for inspection purposes until approved. Approval as a result of an inspection shall not be construed to be an approval of a violation of the provisions of this code or of other ordinances of the jurisdiction. Inspections presuming to give authority to violate or cancel the provisions of this code or of other ordi- nances of the jurisdiction shall not be valid. It shall be the duty of the permit applicant to cause the work to remain visi- ble and able to be accessed for inspection purposes. Neither the code official nor the jurisdiction shall be liable for expense entailed in the removal or replacement of any mate- rial, product, system or building component required to allow inspection to validate compliance with this code. The code official, his or her designated agent or an approved agency, upon notification, shall make the inspections set forth in Sections C105.2.1 through C105.2.6. Inspec- tions shall verify the footing and foundation insulation R- value, location, thickness, depth of burial and protection of insulation as required by the code, approved plans and specifications. Inspections shall verify the correct type of insulation, R-values, location of insulation, fenestration, U-factor, SHGC and VT, and that air leakage controls are properly installed, as required by the code, approved plans and specifications. Inspections shall verify the type of insulation, R-values, protection required, controls and heat traps as required by the code, approved plans and specifications. Inspections shall verify the installed HVAC equipment for the correct type and size, controls, insulation, R-values, system and damper air leak- age, minimum fan efficiency, energy recovery and econo- mizer as required by the code, approved plans and specifications. Inspections shall verify light- ing system controls, components, and meters as required by the code, approved plans and specifications. The final inspection shall include verification of the installation and proper operation of all required building controls, and documentation veri- fying activities associated with required building commis- sioning have been conducted in accordance with Section C408. A building shall be reinspected where determined necessary by the code official. The code official is authorized to accept reports of third-party inspection agencies not affiliated with the building design or construction, pro- vided that such agencies are approved as to qualifications and reliability relevant to the building components and systems that they are inspecting. It shall be the duty of the holder of the permit or their duly authorized agent to notify the code official when work is ready for inspection. It shall be the duty of the permit holder to provide access to and means for inspections of such work that are required by this code. Where any work or instal- lation does not pass an initial test or inspection, the necessary corrections shall be made to achieve compliance with this code. The work or installation shall then be resubmitted to the code official for inspection and testing. After the prescribed tests and inspections indicate that the work complies in all respects with this code, a notice of approval shall be issued by the code official. The code official is authorized to suspend or revoke, in writing, a notice of approval issued under the provisions of this code wherever the certificate is issued in error, or on the basis of incorrect information supplied, or where it is determined that the building or structure, premise, or portion thereof is in violation of any ordinance or regulation or any of the provisions of this code. If a portion of this code is held to be illegal or void, such a decision shall not affect the validity of the remainder of this code. The codes and standards referenced in this code shall be those listed in Chapter 6, and such codes and standards shall be considered as part of the requirements of this code to the prescribed extent of each such reference and as further regulated in Sec- tions C107.1.1 and C107.1.2. Where conflicts occur between provi- sions of this code and referenced codes and standards, the provisions of this code shall apply. Where the extent of the reference to a referenced code or standard includes subject matter that is within the scope of this code, the provisions of this code, as applicable, shall take precedence over the provisions in the referenced code or standard. References to chapter or section numbers, or to provisions not specifically identified by number, shall be construed to refer to such chapter, section or provision of this code. The provisions of this code shall not be deemed to nullify any provisions of local, state or federal law. Where the code official finds any work regulated by this code being performed in a manner either contrary to the provisions of this code or dangerous or unsafe, the code official is authorized to issue a stop work order. The stop work order shall be in writing and shall be given to the owner of the property involved, the owner’s authorized agent, or to the person doing the work. Upon issuance of a stop work order, the cited work shall immediately cease. The stop work order shall state the reason for the order and the conditions under which the cited work will be permitted to resume. Where an emergency exists, the code official shall not be required to give a written notice prior to stopping the work. Any person who shall continue any work after having been served with a stop work order, except such work as that person is directed to perform to remove a violation or unsafe condition, shall be liable to a fine as set by the applicable governing authority. In order to hear and decide appeals of orders, decisions or determinations made by the code official relative to the application and interpretation of this code, there shall be and is hereby created a board of appeals. The code official shall be an ex officio member of said board but shall not have a vote on any matter before the board. The board of appeals shall be appointed by the governing body and shall hold office at its pleasure. The board shall adopt rules of procedure for conducting its business, and shall ren- der all decisions and findings in writing to the appellant with a duplicate copy to the code official. An application for appeal shall be based on a claim that the true intent of this code or the rules legally adopted thereunder have been incorrectly interpreted, the provisions of this code do not fully apply or an equally good or better form of construction is proposed. The board shall not have authority to waive requirements of this code. The board of appeals shall consist of members who are qualified by experience and training and are not employees of the jurisdiction. User note: About this chapter: Codes, by their very nature, are technical documents. Every word, term and punctuation mark can add to or change the meaning of a technical requirement. It is necessary to maintain a consensus on the specific meaning of each term contained in the code. Chapter 2 performs this function by stating clearly what specific terms mean for the purposes of the code. Unless stated otherwise, the following words and terms in this code shall have the meanings indicated in this chapter. Words used in the present tense include the future; words in the masculine gender include the feminine and neuter; the singular number includes the plural and the plural includes the singular. Terms that are not defined in this code but are defined in the International Build- ing Code, International Fire Code, International Fuel Gas Code, International Mechanical Code, International Plumb- ing Code or the International Residential Code shall have the meanings ascribed to them in those codes. Terms not defined by this chapter shall have ordinarily accepted meanings such as the context implies. See “Wall, above-grade.” That which enables a device, appliance or equipment to be reached by ready access or by a means that first requires the removal or movement of a panel, or similar obstruction. An extension or increase in the conditioned space floor area, number of stories or height of a building or structure. One or more materials joined together in a continuous manner to restrict or prevent the passage of air through the building thermal envelope and its assemblies. A device, installed at the building entrance, that generates and discharges a laminar air stream intended to prevent the infiltration of external, unconditioned air into the conditioned spaces, or the loss of interior, conditioned air to the outside. Any construction, retrofit or renovation to an existing structure other than repair or addition. Also, a change in a building, electrical, gas, mechanical or plumbing system that involves an extension, addition or change to the arrangement, type or purpose of the original installation. An alteration that includes the removal and replacement or the covering of existing materi- als, elements, equipment or fixtures using new materials, ele- ments, equipment or fixtures that serve the same purpose. An alteration that includes the reconfiguration of space, the addition or elimination of any door or window, the reconfiguration or extension of any sys- tem, or the installation of any additional equipment. An alteration where the work area exceeds 50 percent of the building area. An alteration where the work area exceeds 50 percent of the building area, mechanical and lighting systems are substantially replaced, and the alteration meets the criteria of substantial structural alteration, includ- ing fenestration replacement. Acceptable to the code official. An established and recognized agency that is regularly engaged in conducting tests or fur- nishing inspection services, or furnishing product certifica- tion, where such agency has been approved by the code official. Self-acting, operating by its own mechanism when actuated by some impersonal influence, as, for exam- ple, a change in current strength, pressure, temperature or mechanical configuration (see “Manual”). See “Wall, below-grade.” A boiler that is capable of more than a single firing rate in response to a varying temperature or heating load. One or more boilers, their piping and controls that work together to supply steam or hot water to heat output devices remote from the boiler. The refrigerant liquid saturation tempera- ture at a specified pressure. Any structure used or intended for supporting or sheltering any use or occupancy, including any mechanical systems, service water heating systems and electric power and lighting systems located on the building site and support- ing the building. A process that verifies and documents that the selected building systems have been designed, installed, and function according to the owner’s project requirements and construction documents, and to minimum code requirements. Any door, set of doors, door- way, or other form of portal that is used to gain access to the building from the outside by the public. A contiguous area of land that is under the ownership or control of one entity. The basement walls, exterior walls, floors, ceilings, roofs and any other building ele- ment assemblies that enclose conditioned space or provide a boundary between conditioned space and exempt or uncon- ditioned space. A lighting control that will not release the key that activates the override when the light- ing is on. Insulating material located between framing members. The coeffi- cient of heat transmission (surface to surface) through a build- ing component or assembly, equal to the time rate of heat flow per unit area and the unit temperature difference between the warm side and cold side surfaces (Btu/h • ft2 • °F) [W/(m2 • K)]. A change in the use of a building or a portion of a building that results in any of the following: 1. A change of occupancy classification. 2. A change from one group to another group within an occupancy classification. 3. Any change in use within a group for which there is a change in the application of the requirements of this code. A specifically designed water distribution system where one or more pumps are operated in the service hot water piping to circulate heated water from the water-heating equipment to the fixture supply and back to the water-heating equipment. A geographical region based on climatic criteria as specified in this code. The officer or other designated authority charged with the administration and enforcement of this code, or a duly authorized representative. The ratio of the rate of heat removal to the rate of energy input, in consistent units, for a complete refrigerating system or some specific portion of that system under desig- nated operating conditions. The ratio of the rate of heat delivered to the rate of energy input, in consistent units, for a complete heat pump system, including the compressor and, if applicable, auxiliary heat, under designated operating conditions. For this code, all buildings that are not included in the definition of “Residential build- ing.” A room whose primary function is to house equipment for the processing and storage of electronic data and that has a design electronic data equipment power density of less than 20 watts per square foot (20 watts per 0.092 m2) of conditioned floor area or a connected design electronic data equipment load of less than 10 kW. A factory-made assembly of refrig- eration components designed to compress and liquefy a spe- cific refrigerant. The unit consists of one or more refrigerant compressors, refrigerant condensers (air-cooled, evapora- tively cooled, or water-cooled), condenser fans and motors (where used) and factory-supplied accessories. The horizontal projection of the floors associated with the conditioned space. An area, room or space that is enclosed within the building thermal envelope and is directly or indirectly heated or cooled. Spaces are indirectly heated or cooled where they communicate through openings with con- ditioned spaces, where they are separated from conditioned spaces by uninsulated walls, floors or ceilings, or where they contain uninsulated ducts, piping or other sources of heating or cooling. The total value of work requiring building, mechanical, plumbing and electrical per- mits; to be determined consistent with the standards of Sub- section 4-20-4(d), B.R.C. 1981. The higher of the two valuations considered under Subsection 4-20-4(d), B.R.C. 1981, shall be the total value of work. Insulating material that is continuous across all structural members without ther- mal bridges other than fasteners and service openings. It is installed on the interior or exterior or is integral to any opaque surface of the building envelope. The opaque portion of a wall that encloses a crawl space and is partially or totally below grade. Fenestration products used to create an external nonload-bearing wall that is designed to separate the exterior and interior environments. A device or sys- tem that provides automatic control of electric light levels based on the amount of daylight in a space. That portion of a building’s interior floor area that is illuminated by natural light. A ventila- tion system capability that provides for the automatic reduction of outdoor air intake below design rates when the actual occu- pancy of spaces served by the system is less than design occu- pancy. A water distribution system having one or more recirculation pumps that pump water from a heated water supply pipe back to the heated water source through a cold water supply pipe. A tube or conduit utilized for conveying air. The air passages of self-contained systems are not to be construed as air ducts. A continuous passageway for the transmis- sion of air that, in addition to ducts, includes duct fittings, dampers, plenums, fans and accessory air-handling equipment and appliances. A single unit providing complete inde- pendent living facilities for one or more persons, including per- manent provisions for living, sleeping, eating, cooking and sanitation. Any fenestration product that has the fully reversible ability to change its performance proper- ties, including U-factor, solar heat gain coefficient (SHGC), or visible transmittance (VT). A duct and damper arrangement and automatic control system that allows a cooling system to sup- ply outside air to reduce or eliminate the need for mechanical cooling during mild or cold weather. A system where the supply air of a cooling system is cooled indirectly with water that is itself cooled by heat or mass transfer to the environment without the use of mechanical cooling. A motorized vehicle regis- tered for on-road use, powered by an electric motor that draws current from rechargeable storage that is charged by being plugged into an electrical source. A designated parking space that is provided with conduit sized for a 40- amp, 208/240-volt dedicated branch circuit from a building electrical service panel to the parking space and sufficient physical space in the same building electrical service panel to accommodate a 40-amp dual-pole circuit breaker. A parking space that is provided with one 40-amp, 208/240-volt dedicated branch circuit for electric vehicle supply equipment that is terminated at a receptacle, a junction box or electric vehicle supply equipment within the parking space. The electrical conductors and equipment external to the elec- tric vehicle that provide a connection between an electric vehicle and a power source to provide electric vehicle charging. A parking space with electric vehicle supply equipment capable of supplying current at 40 amps at 208/240 volt. A volume surrounded by solid sur- faces such as walls, floors, roofs, and openable devices such as doors and operable windows. A method for estimating the annual energy use of the proposed design and standard reference design based on estimates of energy use. The total estimated annual cost for pur- chased energy for the building functions regulated by this code, including applicable demand charges. A city-approved and city-managed offset fund providing a payment option in lieu of complying with city program renewable energy and/or off- set requirements. Sys- tems that employ air-to-air heat exchangers to recover energy from exhaust air for the purpose of preheating, precooling, humidifying or dehumidifying outdoor ventilation air prior to supplying the air to a space, either directly or as part of an HVAC system. An approved software program or calculation-based methodology that projects the annual energy use of a building. The annual building site energy use per square foot of gross floor area in units of kBTU/sq ft. A vertical fenestration product used for occupant ingress, egress and access in nonresidential build- ings, including, but not limited to, exterior entrances utilizing latching hardware and automatic closers and containing over 50 percent glazing specifically designed to withstand heavy-duty usage. The power per unit area of equipment serving plug and process loads of the building or space, expressed in W/ft2 of building gross floor area. A space that contains either electrical equipment, mechanical equipment, machinery, water pumps or hydraulic pumps that are a function of the building’s services. Walls including both above-grade walls and basement walls. The horsepower delivered to the fan’s shaft. Brake horsepower does not include the mechanical drive losses such as that from belts and gears. A numerical rating identifying the fan’s aerodynamic ability to convert shaft power, or impeller power in the case of a direct-driven fan, to air power. The sum of the fan brake horsepower of all fans that are required to operate at fan system design condi- tions to supply air from the heating or cooling source to the conditioned spaces and return it to the source or exhaust it to the outdoors. Operating condi- tions that can be expected to occur during normal system oper- ation that result in the highest supply fan airflow rate to conditioned spaces served by the system, other than during air economizer operation. The sum of the motor nameplate horsepower of all fans that are required to operate at design conditions to supply air from the heating or cooling source to the conditioned spaces and return it to the source or exhaust it to the outdoors. Products classified as either skylights or vertical fenestration. Glass or other transparent or translucent glaz- ing material installed at a slope of less than 60 degrees (1.05 rad) from horizontal, including unit skylights, tubu- lar daylighting devices and glazing materials in solariums, sunrooms, roofs and sloped walls. Windows that are fixed or opera- ble, opaque doors, glazed doors, glazed block and combi- nation opaque and glazed doors composed of glass or other transparent or translucent glazing materials and installed at a slope of not less than 60 degrees (1.05 rad) from horizontal. A fenestration product whose frame is made at the construc- tion site of standard dimensional lumber or other materials that were not previously cut, or otherwise formed with the specific intention of being used to fabricate a fenestration product or exterior door. Field fabricated does not include site-built fenestration. A fenestra- tion designed to be made up of field-glazed or field-assem- bled units using specific factory cut or otherwise factory- formed framing and glazing units. Examples of site-built fenestration include storefront systems, curtain walls, and atrium roof systems. The perimeter heat loss factor for slab-on-grade floors (Btu/h • ft • °F) [W/(m • K)]. The actual occupied area not includ- ing unoccupied accessory areas such as corridors, stairways, toilet rooms, mechanical rooms and closets. Lighting that provides a substan- tially uniform level of illumination throughout an area. Gen- eral lighting shall not include decorative lighting or lighting that provides a dissimilar level of illumination to serve a spe- cialized application or feature within such area. A structure or a thermally isolated area of a building that maintains a specialized sunlit environment exclusively used for, and essential to, the cultivation, protec- tion or maintenance of plants. Buildings or portions of buildings that contain any of the following occupancies as established in the Inter- national Building Code: 1.Group R-1. 2.Group R-2 where located more than three stories in height above grade plane. 3.Group R-4 where located more than three stories in height above grade plane. An arrangement of piping and fittings, such as elbows, or a commercially available heat trap that prevents thermosyphoning of hot water during standby periods. Slab-on-grade construction in which the heating elements, hydronic tubing, or hot air distribution sys- tem is in contact with, or placed within or under, the slab. A nonswinging door used primarily to facilitate vehicular access or material transportation, with a minimum opening rate of 32 inches (813 mm) per second, a minimum closing rate of 24 inches (610 mm) per second and that includes an automatic-closing device. Any building or structure that is one or more of the following: 1. Listed, or certified as eligible for listing by the State Historic Preservation Officer or the Keeper of the National Register of Historic Places, in the National Register of Historic Places. 2. Designated as historic under an applicable state or local law. 3. Certified as a contributing resource within a National Register-listed, state-designated or locally designated historic district. A regulatory device, actuated by changes in humidity, used for automatic control of relative humidity. An electric motor that meets all of the following: 1. It is an induction motor designed for use with three- phase power. 2. It contains a cage rotor. 3. It is capable of direct-on-line starting. 4. It has four, six or eight poles. 5. It is rated from 0.4 kW to 1600 kW at a frequency of 60 hertz. An electric motor that meets all of the following: 1. It is an induction motor designed for use with three- phase power. 2. It contains a cage rotor. 3. It is capable of direct-on-line starting. 4. It has two, four, six or eight poles. 5. It is rated from 0.4 kW to 1600 kW at a frequency of 60 hertz. The uncontrolled inward air leakage into a building caused by the pressure effects of wind or the effect of differences in the indoor and outdoor air density or both. A single- number figure of merit based on part-load EER, COP or kW/ton expressing part-load efficiency for air-conditioning and heat pump equipment on the basis of weighted operation at various load capacities for equipment. Devices that isolate HVAC zones so that they can be operated independently of one another. Isolation devices include separate systems, isolation dampers, and controls providing shutoff at terminal boxes. Equipment, materials or products to which have been affixed a label, seal, symbol or other identifying mark of a nationally recognized testing laboratory, approved agency or other organization concerned with product evaluation that maintains periodic inspection of the production of the labeled items and whose labeling indicates either that the equipment, material or product meets identified standards or has been tested and found suitable for a specified purpose. A system that includes the follow- ing: 1. A continuous vapor barrier liner membrane that is installed below the purlins and that is uninterrupted by framing members. 2. An uncompressed, unfaced insulation resting on top of the liner membrane and located between the purlins. For multilayer installations, the last rated R-value of insu- lation is for unfaced insulation draped over purlins and then compressed when the metal roof panels are attached. Equipment, materials, products or services included in a list published by an organization acceptable to the code official and concerned with evaluation of products or services that maintains periodic inspection of production of listed equipment or materials or periodic evaluation of services and whose listing states either that the equipment, material, product or service meets identified standards or has been tested and found suitable for a specified purpose. A roof having a slope less than 2 units vertical in 12 units horizontal. A transformer that is air-cooled, does not use oil as a coolant, has an input voltage less than or equal to 600 volts and is rated for operation at a frequency of 60 hertz. A light- ing system consisting of one or more luminaires with em- bedded lighting control logic, occupancy and ambient light sensors, wireless networking capabilities and local override switching capability, where required. Capable of being operated by personal interven- tion (see “Automatic”). The nominal motor output power rating stamped on the motor nameplate. A squirrel-cage motor that meets all of the following: 1. It is designed to withstand full-voltage starting and develop locked-rotor torque as shown in paragraph 12.38.1 of NEMA MG 1. 2. It has pull-up torque not less than the values shown in paragraph 12.40.1 of NEMA MG 1. 3. It has breakdown torque not less than the values shown in paragraph 12.39.1 of NEMA MG 1. 4. It has a locked-rotor current higher than the values shown in paragraph 12.35.1 of NEMA MG 1 for 60 hertz and paragraph 12.35.2 of NEMA MG 1 for 50 hertz. 5. It has a slip at rated load of less than 5 percent for motors with fewer than 10 poles. A squirrel-cage motor that meets all of the following: 1. It is designed to withstand full-voltage starting. 2. It develops locked-rotor, breakdown, and pull-up torques adequate for general application as specified in Sections 12.38, 12.39 and 12.40 of NEMA MG1. 3. It draws locked-rotor current not to exceed the values shown in Section 12.35.1 for 60 hertz and Section 12.35.2 for 50 hertz of NEMA MG1. 4. It has a slip at rated load of less than 5 percent for motors with fewer than 10 poles. A squirrel-cage motor that meets all of the following: 1. Designed to withstand full-voltage starting and develop locked-rotor torque for high-torque applications up to the values shown in paragraph 12.38.2 of NEMA MG1 (incorporated by reference, see A§431.15). 2. It has pull-up torque not less than the values shown in paragraph 12.40.2 of NEMA MG1. 3. It has breakdown torque not less than the values shown in paragraph 12.39.2 of NEMA MG1. 4. It has a locked-rotor current not to exceed the values shown in paragraph 12.35.1 of NEMA MG1 for 60 hertz and paragraph 12.35.2 for 50 hertz. 5. It has a slip at rated load of less than 5 percent. A control system, accessible from the front desk or other central location associated with a Group R-1 building, that is capable of identifying the occupancy status of each guestroom according to a timed schedule, and is capable of controlling HVAC in each hotel and motel guestroom separately. A sin- gle-number part-load efficiency figure of merit calculated and referenced to conditions other than IPLV conditions, for units that are not designed to operate at AHRI standard rating con- ditions. An automatic control device or system that detects the presence or absence of peo- ple within an area and causes lighting, equipment or appli- ances to be regulated accordingly. Energy derived from solar radiation, wind, waves, tides, landfill gas, biogas, bio- mass or the internal heat of the earth. The energy system pro- viding on-site renewable energy shall be located on the project site. A door that is not less than 50-percent opaque in surface area. A fan con- sisting of a centrifugal or axial impeller with an integral driver in a weather-resistant housing and with a base designed to fit, usually by means of a curb, over a wall or roof opening. A description of the proposed build- ing used to estimate annual energy use for determining compli- ance based on total building performance. A heating system that transfers heat to objects and surfaces within a conditioned space, primarily by infrared radiation. That which enables a device, appli- ance or equipment to be directly reached, without requiring the removal or movement of any panel or similar obstruction. The refrigerant vapor satu- ration temperature at a specified pressure. An enclosed storage space capable of being refrigerated to tem- peratures above 32°F (0°C), that can be walked into and has a total chilled storage area of not less than 3,000 square feet (279 m2). An enclosed storage space capable of being refrigerated to tem- peratures at or below 32°F (0°C), that can be walked into and has a total chilled storage area of not less than 3,000 square feet (279 m2). Systems for maintaining food product in a frozen state in refrigeration applications. Systems for maintaining food product above freezing in refrigeration applications. An individual who is registered or licensed to practice their respective design profession as defined by the statutory requirements of the professional registration laws of the state or jurisdiction in which the project is to be constructed. The reconstruction or renewal of any part of an existing building for the purpose of its maintenance or to cor- rect damage. The process of recovering or replacing an existing roof covering. See “Roof recover” and “Roof replacement.” For this code, includes detached one- and two-family dwellings and townhouses, and Group R-2, R-3 and R-4 buildings three stories or less in height above grade plane with separate means of egress. A system designed to provide weather protection and resistance to design loads. The system consists of a roof covering and roof deck or a single component serving as both the roof covering and the roof deck. A roof assembly includes the roof covering, underlayment, roof deck, insula- tion, vapor retarder and interior finish. The process of installing an additional roof covering over an existing roof covering without remov- ing the existing roof covering. Reconstruction or renewal of any part of an existing roof for the purpose of its maintenance. The process of removing the exist- ing roof covering, repairing any damaged substrate and installing a new roof covering. A raised section of a roof contain- ing vertical fenestration along one or more sides. The inverse of the time rate of heat flow through a body from one of its bounding surfaces to the other surface for a unit temperature difference between the two surfaces, under steady state conditions, per unit area (h • ft2 • °F/Btu) [(m2 • K)/W]. The saturation temperature corresponding to the measured refrig- erant pressure at the condenser inlet for single component and azeotropic refrigerants, and the arithmetic average of the dew point and bubble point temperatures corresponding to the refrigerant pressure at the condenser entrance for zeotropic refrigerants. Supply of hot water for pur- poses other than comfort heating. A room or space in which people sleep, that can include permanent provisions for living, eating, and either sanitation or kitchen facilities but not both. Such rooms and spaces that are part of a dwelling unit are not sleeping units. A general purpose, alter- nating current, single speed induction motor. The ratio of the solar heat gain entering the space through the fenestration assembly to the incident solar radiation. Solar heat gain includes directly transmitted solar heat and absorbed solar radiation, that is then reradiated, conducted or convected into the space. A version of the pro- posed design that meets the minimum requirements of this code and is used to determine the maximum annual energy use requirement for compliance based on total building perfor- mance. A system of doors and windows mulled as a composite fenestration structure that has been designed to resist heavy use. Storefront systems include, but are not limited to, exterior fenestration systems that span from the floor level or above to the ceiling of the same story on commercial buildings, with or without mulled windows and doors. An alteration in which the gravity load-carrying structural ele- ments altered within a five-year period support more than 30 percent of the total floor area and roof area of the building or structure. The areas to be counted toward the 30 percent shall include mezzanines, penthouses, and in-filled courts and shafts tributary to the altered structural elements. An automatic control device used to main- tain temperature at a fixed or adjustable setpoint. An automatic control device or system that controls lighting or other loads, including switching off, based on time schedules. The coeffi- cient of heat transmission (air to air) through a building compo- nent or assembly, equal to the time rate of heat flow per unit area and unit temperature difference between the warm side and cold side air films (Btu/h • ft2 • °F) [W/(m2 • K)]. An engi- neered direct-expansion (DX) refrigerant system that incor- porates a common condensing unit, at least one variable- capacity compressor, a distributed refrigerant piping network to multiple indoor fan heating and cooling units each capable of individual zone temperature control, through integral zone temperature control devices and a common communications network. Variable refrigerant flow utilizes three or more steps of control on common interconnecting piping. The natural or mechanical process of sup- plying conditioned or unconditioned air to, or removing such air from, any space. That portion of supply air that comes from outside (outdoors) plus any recirculated air that has been treated to maintain the desired quality of air within a designated space. The ratio of visible light entering the space through the fenestration product assembly to the incident visible light. Visible transmittance includes the effects of glazing material and frame and is expressed as a number between 0 and 1. A decrease in voltage caused by losses in the wiring systems that connect the power source to the load. An enclosed storage space capable of being refrigerated to temperatures above 32°F (0°C) and less than 55°F (12.8°C) that can be walked into, has a ceiling height of not less than 7 feet (2134 mm) and has a total chilled storage area of less than 3,000 square feet (279 m2). An enclosed storage space capable of being refrigerated to temperatures at or below 32°F (0°C) that can be walked into, has a ceiling height of not less than 7 feet (2134 mm) and has a total chilled storage area of less than 3,000 square feet (279 m2). A wall associated with the build- ing thermal envelope that is more than 15 percent above grade and is on the exterior of the building or any wall that is associated with the building thermal envelope that is not on the exterior of the building. A wall associated with the base- ment or first story of the building that is part of the building thermal envelope, is not less than 85 percent below grade and is on the exterior of the building. Any heating appliance or equipment that heats potable water and supplies such water to the pota- ble hot water distribution system. A space or group of spaces within a building with heat- ing or cooling requirements that are sufficiently similar so that desired conditions can be maintained throughout using a single controlling device. User note: About this chapter: Chapter 3 addresses broadly applicable requirements that would not be at home in other chapters having more specific coverage of subject matter. This chapter establishes climate zone by U.S. counties and also contains product rating, marking and installation requirements for materials such as insulation, windows, doors and siding. This code shall apply only to projects located in Boulder, Colorado. The interior design tem- peratures used for heating and cooling load calculations shall be a maximum of 72°F (22°C) for heating and minimum of 75°F (24°C) for cooling. Materials, systems and equipment shall be identified in a manner that will allow a determination of compliance with the applicable provisions of this code. An R- value identification mark shall be applied by the manufac- turer to each piece of building thermal envelope insulation 12 inches (305 mm) or greater in width. Alternatively, the insulation installers shall provide a certification listing the type, manufacturer and R-value of insulation installed in each element of the building thermal envelope. For blown- in or sprayed fiberglass and cellulose insulation, the initial installed thickness, settled thickness, settled R-value, installed density, coverage area and number of bags installed shall be listed on the certification. For sprayed polyurethane foam (SPF) insulation, the installed thick- ness of the areas covered and R-value of installed thick- ness shall be listed on the certification. For insulated siding, the R-value shall be labeled on the product’s pack- age and shall be listed on the certification. The insulation installer shall sign, date and post the certification in a con- spicuous location on the job site. For roof insulation installed above the deck, the R-value shall be labeled as required by the material standards specified in Table 1508.2 of the International Building Code. The thickness of blown-in or sprayed fiberglass and cellulose roof/ceiling insulation shall be written in inches (mm) on markers and one or more of such mark- ers shall be installed for every 300 square feet (28 m2) of attic area throughout the attic space. The markers shall be affixed to the trusses or joists and marked with the minimum initial installed thickness with numbers not less than 1 inch (25 mm) in height. Each marker shall face the attic access opening. Spray polyurethane foam thickness and installed R-value shall be listed on certification provided by the insulation installer. Insulating materi- als shall be installed such that the manufacturer’s R-value mark is readily observable upon inspection. U-factors of fen- estration products shall be determined as follows: 1. For windows, doors and skylights, U-factor ratings shall be determined in accordance with NFRC 100. 2. Where required for garage doors and rolling doors, U-factor ratings shall be determined in accordance with either NFRC 100 or ANSI/DASMA 105. U-factors shall be determined by an accredited, inde- pendent laboratory, and labeled and certified by the manu- facturer. Products lacking such a labeled U-factor shall be assigned a default U-factor from Table C303.1.3(1) or C303.1.3(2). The solar heat gain coefficient (SHGC) and visible transmittance (VT) of glazed fenestration products (windows, glazed doors and skylights) shall be determined in accordance with NFRC 200 by an accredited, indepen- dent laboratory, and labeled and certified by the manufac- turer. Products lacking such a labeled SHGC or VT shall be assigned a default SHGC or VT from Table C303.1.3(3). Metal 1.20 0.80 2.00 1.30 Metal with Thermal Break 1.10 0.65 1.90 1.10 Nonmetal or Metal Clad 0.95 0.55 1.75 1.05 Glazed Block 0.60 The thermal resis- tance (R-value) of insulation shall be determined in accor- dance with the U.S. Federal Trade Commission R-value rule (CFR Title 16, Part 460) in units of h • ft2 • °F/Btu at a mean temperature of 75°F (24°C). The thermal resistance (R-value) of insulated siding shall be determined in accordance with ASTM C1363. Installation for testing shall be in accordance with the manufacturer’s instruc- tions. Materials, systems and equipment shall be installed in accordance with the manufacturer’s instruc- tions and the International Building Code. Insulation applied to the exterior of basement walls, crawl space walls and the perimeter of slab-on-grade floors shall have a rigid, opaque and weather-resistant protective cov- ering to prevent the degradation of the insulation’s thermal performance. The protective covering shall cover the exposed exterior insulation and extend not less than 6 inches (153 mm) below grade. Where two or more layers of continuous insulation board are used in a construction assembly, the continuous insulation boards shall be installed in accordance with Section C303.2. Where the continuous insulation board manufacturer’s instructions do not address installation of two or more layers, the edge joints between each layer of continuous insulation boards shall be staggered. Uninsulated Metal 1.20 Insulated Metal (Rolling)0.90 Insulated Metal (Other)0.60 Wood 0.50 Insulated, nonmetal edge, max 45% glazing, any glazing double pane 0.35 SHGC 0.8 0.7 0.7 0.6 0.6 VT 0.6 0.3 0.6 0.3 0.6 User note: About this chapter: Chapter 4 presents the paths and options for compliance with the energy efficiency provisions. Chapter 4 contains energy efficiency provisions for the building envelope, fenestration, mechanical systems, appliances, freezers and coolers, kitchen exhaust, interior and exterior lighting, water-heating systems, transformers and motors. The provisions in this chapter are applicable to commercial buildings and their building sites. Commercial buildings shall comply with one of the following: 1. New buildings with a construction valuation less than $500,000 shall comply with Sections C402, C403, C404, C405 and C406. 2. New buildings with a construction valuation of $500,000 or more shall demonstrate that the building is designed to achieve an annual energy performance that is less than or equal to the value identified through Sec- tion C401.2.1. Compliance shall be demonstrated through performance modeling that complies with all requirements of ASHRAE 90.1-2016 Appendix G, as modified in Section C407 of this code, performed by a registered design professional. In addition, new build- ings and additions shall comply with mandatory requirements of this chapter. Energy use targets, in units of site EUI (kBtu/sf-yr), will be determined using one of the following: A reduction in annual energy cost of 25 percent for mixed-fuel buildings or 20 percent for all-electric buildings compared to the standard reference design of Appendix G of ASHRAE/ IESNA Standard 90.1-2016 Energy Standard for Build- ings Except for Low-rise Residential Buildings, as modified in Section C407 of this code. Projects using this pathway will also be required to report the pre- dicted energy use intensity (EUI) of the proposed design, in kBTU/sf-yr, to the building official. Projects of the types listed in Table C407.3.2 may use the energy use intensity (EUI) targets identified in the table in lieu of baseline modeling. The proposed building model pre- dicted performance will be demonstrated using the energy modeling procedures in Appendix G of ASHRAE/IESNA Standard 90.1-2016 Energy Stan- dard for Buildings Except for Low-rise Residential Buildings, as modified in Section C407 of this code. With approval of the code official, projects of the types listed in Table C407.3.2 may demonstrate compliance with this code by proving that the proposed building has achieved the EUI performance listed based on metered energy use after occupancy, as described in Section C407.3.3. Commercial core and shell buildings may take credit for energy efficiency that is part of the future interior tenant finish design, provided that the efficiency measures are shown on the final tenant build-out drawings. The code official shall issue a tempo- rary certificate of occupancy until the final tenant draw- ings are submitted showing the efficiency measures. If all efficiency measures are shown on the final tenant draw- ings, a permanent certificate of occupancy shall be issued. Alterations, repairs, additions and change of use to existing buildings shall comply with the requirements of Chapter 5 of this code. Building thermal envelope assemblies for buildings that are intended to comply with the code on a prescriptive basis in accordance with the compliance path described in Item 1 of Section C401.2, shall comply with the following: 1. The opaque portions of the building thermal envelope shall comply with the specific insulation requirements of Section C402.2 and the thermal requirements of either the R-value-based method of Section C402.1.3; the U-, C- and F-factor-based method of Section C402.1.4; or the component performance alternative of Section C402.1.5. 2. Roof solar reflectance and thermal emittance shall comply with Section C402.3. 3. Fenestration in building envelope assemblies shall comply with Section C402.4. 4. Air leakage of building envelope assemblies shall com- ply with Section C402.5. Alternatively, where buildings have a vertical fenestration area or skylight area exceeding that allowed in Section C402.4, the building and building thermal envelope shall com- ply with Section C401.2, Item 2. Where the total area of penetrations from mechanical equip- ment listed in Table C403.3.2(3) exceeds 1 percent of the opaque above-grade wall area, the mechanical equipment pen- etration area shall be calculated as a separate assembly with a default U-factor of 0.5 Btu/h • ft2 • °F (3 W/m2 • K) for the pur- poses of complying with Section C402.1 or C407. Walk-in coolers, walk-in freezers, refrigerated warehouse coolers and refrigerated warehouse freezers shall comply with Section C403.10.1 or C403.10.2. The following low- energy buildings, or portions thereof separated from the remainder of the building by building thermal envelope assemblies complying with this section, shall be exempt from the building thermal envelope provisions of Section C402. 1. Those with a peak design rate of energy usage less than 3.4 Btu/h • ft2 (10.7 W/m2) or 1.0 watt per square foot (10.7 W/m2) of floor area for space conditioning purposes. 2. Those that do not contain conditioned space. 3. Greenhouses. Buildings that comply with the following shall be exempt from the building ther- mal envelope provisions of this code: 1. Are separate buildings with floor area not more than 500 square feet (50 m2). 2. Are intended to house electronic equipment with installed equipment power totaling not less than 7 watts per square foot (75 W/m2) and not intended for human occupancy. 3. Have a heating system capacity not greater than (17,000 Btu/h) (5 kW) and a heating thermostat set- point that is restricted to not more than 50°F (10°C). 4. Have an average wall and roof U-factor less than 0.120 Building thermal envelope opaque assemblies shall comply with the requirements of Sections C402.2 and C402.4. For opaque portions of the building thermal envelope intended to comply on an insulation component R-value basis, the R- values for insulation shall be not less than that specified in Table C402.1.3. Commercial buildings or portions of com- mercial buildings enclosing Group R occupancies shall use the R-values from the “Group R” column of Table C402.1.3. Commercial buildings or portions of commercial buildings enclosing occupancies other than Group R shall use the R-values from the “All other” column of Table C402.1.3. Building thermal envelope opaque assem- blies shall meet the requirements of Sections C402.2 and C402.4. Building thermal envelope opaque assemblies intended to comply on an assembly U-, C- or F-factor basis shall have a U-, C- or F-factor not greater than that specified in Table C402.1.4. Commercial buildings or por- tions of commercial buildings enclosing Group R occu- pancies shall use the U-, C- or F-factor from the “Group R” column of Table C402.1.4. Commercial buildings or portions of commercial buildings enclosing occupancies other than Group R shall use the U-, C- or F-factor from the “All other” column of Table C402.1.4 U-factors of walls with cold-formed steel studs shall be permitted to be determined in accordance with Equation 4-1: U = 1/[Rs + (ER)] where: Rs = The cumulative R-value of the wall components along the path of heat transfer, excluding the cavity insulation and steel studs. ER = The effective R-value of the cavity insulation with steel studs as specified in Table C402.1.4.1. Build- ing envelope values and fenestration areas determined in accordance with Equation 4-2 shall be an alternative to compliance with the U-, F- and C-factors in Tables C402.1.4 and C402.4 and the maximum allowable fenes- tration areas in Section C402.4.1. Fenestration shall meet the applicable SHGC requirements of Section C402.4.3. A + B + C + D + E ≤ Zero where: A = Sum of the (UA Dif) values for each distinct assembly type of the building thermal envelope, other than slabs on grade and below-grade walls. UA Dif = UA Proposed - UA Table. UA Proposed = Proposed U-value × Area. UA Table = (U-factor from Table C402.1.3, C402.1.4 or C402.4 × Area. 31/2 16 13 0.46 5.98 15 0.43 6.45 31/2 24 13 0.55 7.15 15 0.52 7.80 616 19 0.37 7.03 21 0.35 7.35 624 19 0.45 8.55 21 0.43 9.03 8 16 25 0.31 7.75 24 25 0.38 9.50 B = Sum of the (FL Dif) values for each distinct slab- on-grade perimeter condition of the building thermal envelope. FL Dif = FL Proposed - FL Table. FL Proposed = Proposed F-value × Perimeter length. FL Table = (F-factor specified in Table C402.1.4) × Perimeter length. C = Sum of the (CA Dif) values for each distinct below-grade wall assembly type of the building thermal envelope. CA Dif = CA Proposed - CA Table. CA Proposed = Proposed C-value × Area. CA Table = (Maximum allowable C-factor specified in Table C402.1.4) × Area. Where the proposed vertical glazing area is less than or equal to the maximum vertical glazing area allowed by Section C402.4.1, the value of D (Excess Vertical Glazing Value) shall be zero. Otherwise: D = (DA × UV) - (DA × U Wall), but not less than zero. DA = (Proposed Vertical Glazing Area) - (Vertical Glazing Area allowed by Section C402.4.1). UA Wall = Sum of the (UA Proposed) values for each opaque assembly of the exterior wall. U Wall = Area-weighted average U-value of all above-grade wall assemblies. UAV = Sum of the (UA Proposed) values for each vertical glazing assembly. UV = UAV/total vertical glazing area. Where the proposed skylight area is less than or equal to the skylight area allowed by Section C402.4.1, the value of E (Excess Skylight Value) shall be zero. Otherwise: E = (EA × US) - (EA × U Roof), but not less than zero. EA = (Proposed Skylight Area) - (Allowable Skylight Area as specified in Section C402.4.1). U Roof = Area-weighted average U-value of all roof assemblies. UAS = Sum of the (UA Proposed) values for each skylight assembly. US = UAS/total skylight area. Insulation in building thermal envelope opaque assemblies shall comply with Sections C402.2.1 through C402.2.8 and Table C402.1.3. The minimum thermal resis- tance (R-value) of the insulating material installed either between the roof framing or continuously on the roof assembly shall be as specified in Table C402.1.3, based on construction materials used in the roof assembly. Insula- tion installed on a suspended ceiling having removable ceiling tiles shall not be considered as part of the mini- mum thermal resistance of the roof insulation. Continuous insulation board shall be installed in not less than 2 layers and the edge joints between each layer of insulation shall be staggered. 1. Continuously insulated roof assemblies where the thickness of insulation varies 1 inch (25 mm) or less and where the area-weighted U-factor is equivalent to the same assembly with the R-value specified in Table C402.1.3 2. Where tapered insulation is used with insulation entirely above deck, the R-value where the insu- lation thickness varies 1 inch (25 mm) or less from the minimum thickness of tapered insula- tion shall comply with the R-value specified in Table C402.1.3. 3. Two layers of insulation are not required where insulation tapers to the roof deck, such as at roof drains. Skylight curbs shall be insulated to the level of roofs with insulation entirely above the deck or R-5, whichever is less. Unit skylight curbs included as a com- ponent of a skylight listed and labeled in accordance with NFRC 100 shall not be required to be insulated. The minimum thermal resistance (R-value) of materials installed in the wall cav- ity between framing members and continuously on the walls shall be as specified in Table C402.1.3, based on framing type and construction materials used in the wall assembly. The R-value of integral insulation installed in concrete masonry units shall not be used in determining compliance with Table C402.1.3 except as otherwise noted in the table. In determining compliance with Table C402.1.4, the use of the U-factor of concrete masonry units with integral insulation shall be permitted. “Mass walls” where used as a component in the ther- mal envelope of a building shall comply with one of the following: 1.Weigh not less than 35 pounds per square foot (171 kg/m2) of wall surface area. 2. Weigh not less than 25 pounds per square foot (122 kg/m2) of wall surface area where the material weight is not more than 120 pcf (1900 kg/m3). 3. Have a heat capacity exceeding 7 Btu/ft 2 °F (144 kJ/m2 • K). 4. Have a heat capacity exceeding 5 Btu/ft 2 • °F (103 kJ/m2 • K), where the material weight is not more than 120 pcf (1900 kg/m3). For SI: 1 inch = 25.4 mm, 1 pound per square foot = 4.88 kg/m 2, 1 pound per cubic foot = 16 kg/m3. ci = Continuous insulation, NR = No Requirement, LS = Liner System. a. Assembly descriptions can be found in ANSI/ASHRAE/IESNA Appendix A. b. Where using R-value compliance method, a thermal spacer block shall be provided, otherwise use the U-factor compliance method in Table C402.1.4. c. R-5.7ci is allowed to be substituted with concrete block walls complying with ASTM C90, ungrouted or partially grouted at 32 inches or less on center vertically and 48 inches or less on center horizontally, with ungrouted cores filled with materials having a maximum thermal conductivity of 0.44 Btu-in/h-f2 °F. d. Where heated slabs are below grade, below-grade walls shall comply with the exterior insulation requirements for heated slabs. e. “Mass floors” shall be in accordance with Section C402.2.3. f. Steel floor joist systems shall be insulated to R-38. g. “Mass walls” shall be in accordance with Section C402.2.2. h. The first value is for perimeter insulation and the second value is for slab insulation. Perimeter insulation is not required to extend below the bottom of the slab. i. Not applicable to garage doors. See Table C402.1.4. Insulation entirely above roof deck R-33ci R-33ci Metal buildingsb R-19 + R-11 LS R-19 + R-11 LS Attic and other R-53 R-53 Massg R-13.3ci R-13.3ci Metal building R-13 + R-19.5ci R-13 + R-13ci Metal framed R-13 + R-11ci R-13 + R-11ci Wood framed and other R-13 + R-9ci or R-19 + R-5ci R-13 + R-9ci or R-19 + + R-5ci Below-grade walld R-7.5ci R-10ci Masse R-15ci R-16.7ci Joist/framing R-30 R-30 Unheated slabs R-15 for 24″ below R-15 for 24″ below Heated slabsh R-20 for 48″ below + R-5 full slab R-20 for 48″ below + R-5 full slab Nonswinging R-4.75 R-4.75 a, b For SI: 1 pound per square foot = 4.88 kg/m 2, 1 pound per cubic foot = 16 kg/ m3. ci = Continuous insulation, NR = No Requirement, LS = Liner System. a. Where assembly U-factors, C-factors, and F-factors are established in ANSI/ASHRAE/IESNA 90.1 Appendix A, such opaque assemblies shall be a compliance alternative where those values meet the criteria of this table, and provided that the construction, excluding the cladding system on walls, complies with the appropriate construction details from ANSI/ ASHRAE/ISNEA 90.1 Appendix A. b. Where U-factors have been established by testing in accordance with ASTM C1363, such opaque assemblies shall be a compliance alternative where those values meet the criteria of this table. The R-value of continuous insulation shall be permitted to be added to or subtracted from the original tested design. c. Where heated slabs are below grade, below-grade walls shall comply with the U-factor requirements for above-grade mass walls. d. “Mass floors” shall be in accordance with Section C402.2.3. e. These C-, F- and U-factors are based on assemblies that are not required to contain insulation. f. The first value is for perimeter insulation and the second value is for full slab insulation. g. “Mass walls” shall be in accordance with Section C402.2.2. Insulation entirely above roof deck U-0.030 U-0.030 Metal buildings U-0.035 U-0.035 Attic and other U-0.020 U-0.020 Massg U-0.086 U-0.076 Metal building U-0.048 U-0.048 Metal framed U-0.052 U-0.052 Wood framed and otherc U-0.048 U-0.048 Below-grade wallc C-0.119 C-0.092 Massd U-0.057 U-0.051 Joist/framing U-0.033 U-0.033 Unheated slabs F-0.52 F-0.51 Heated slabsf F-0.79 0.64 F-0.79 0.64 Swinging door U-0.37 U-0.37 Garage door <14% glazing U-0.31 U-0.31 The thermal properties (component R- values or assembly U-, C- or F-factors) of floor assemblies over outdoor air or unconditioned space shall be as speci- fied in Table C402.1.3 or C402.1.4 based on the construc- tion materials used in the floor assembly. Floor framing cavity insulation or structural slab insulation shall be installed to maintain permanent contact with the underside of the subfloor decking or structural slabs. “Mass floors” where used as a component of the ther- mal envelope of a building shall provide one of the follow- ing weights: 1. 35 pounds per square foot (171 kg/m 2) of floor sur- face area. 2. 25 pounds per square foot (122 kg/m 2) of floor sur- face area where the material weight is not more than 120 pounds per cubic foot (1923 kg/m3). 1. The floor framing cavity insulation or structural slab insulation shall be permitted to be in contact with the top side of sheathing or continuous insu- lation installed on the bottom side of floor assem- blies where combined with insulation that meets or exceeds the minimum R-value in Table C402.1.3 for “Metal framed” or “Wood framed and other” values for “Walls, Above Grade” and extends from the bottom to the top of all perime- ter floor framing or floor assembly members. 2. Insulation applied to the underside of concrete floor slabs shall be permitted an airspace of not more than 1 inch (25 mm) where it turns up and is in contact with the underside of the floor under walls associated with the building thermal enve- lope. Where the slab on grade is in contact with the ground, the mini- mum thermal resistance (R-value) of the insulation around the perimeter of unheated or heated slab-on-grade floors designed in accordance with the R-value method of Sec- tion C402.1.3 shall be as specified in Table C402.1.3. The perimeter insulation shall be placed on the outside of the foundation or on the inside of the foundation wall. The perimeter insulation shall extend downward from the top of the slab for the minimum distance shown in the table or to the top of the footing, whichever is less, or downward to not less than the bottom of the slab and then horizontally to the interior or exterior for the total distance shown in the table. Insulation extending away from the building shall be protected by pavement or by not less than of 10 inches (254 mm) of soil. Where the slab-on-grade floor is greater than 24 inches (61 mm) below the finished exterior grade, perimeter insulation is not required. The C-factor for the below- grade exterior walls shall be in accordance with Table C402.1.4. The R-value of the insulating material installed continuously within or on the below-grade exterior walls of the building envelope shall be in accordance with Table C402.1.3. The C-factor or R-value required shall extend to a depth of not less than 10 feet (3048 mm) below the out- side finished ground level, or to the level of the lowest floor of the conditioned space enclosed by the below- grade wall, whichever is less. Radi- ant heating system panels, and their associated compo- nents that are installed in interior or exterior assemblies shall be insulated to an R-value of not less than R-3.5 on all surfaces not facing the space being heated. Radiant heating system panels that are installed in the building thermal envelope shall be separated from the exterior of the building or unconditioned or exempt spaces by not less than the R-value of insulation installed in the opaque assembly in which they are installed or the assembly shall comply with Section C402.1.4. Heated slabs on grade insulated in accor- dance with Section C402.2.4. Where the thermal properties of air- spaces are used to comply with this code in accordance with Section C401.2, such airspaces shall be enclosed in an unventilated cavity constructed to minimize airflow into and out of the enclosed airspace. Airflow shall be deemed minimized where the enclosed airspace is located on the interior side of the continuous air barrier and is bounded on all sides by building components. The thermal resistance of airspaces located on the exterior side of the continuous air barrier and adja- cent to and behind the exterior wall-covering material shall be determined in accordance with ASTM C1363 modified with an airflow entering the bottom and exit- ing the top of the airspace at an air movement rate of not less than 70 mm/second. Where concrete floor slabs penetrate the building thermal envelope, the rated U- factors of the components of the thermal envelope located between the floor slab and the finish ceiling shall be increased by 10 percent for the purposes of complying with Section C402.1. Deleted. Deleted. Fenestration shall com- ply with Sections C402.4.1 through C402.4.5 and Table C402.4. Daylight responsive controls shall comply with this section and Section C405.2.3.1. The vertical fenestration area, not including opaque doors and opaque spandrel panels, shall be not greater than 30 percent of the gross above-grade wall area. The skylight area shall be not greater than 3 percent of the gross roof area. Not more than 40 per- cent of the gross above-grade wall area shall be vertical fenestration, provided that all of the following require- ments are met: 1. In buildings not greater than two stories above grade, not less than 50 percent of the net floor area is within a daylight zone. 2. In buildings three or more stories above grade, not less than 25 percent of the net floor area is within a daylight zone. 3.Daylight responsive controls complying with Section C405.2.3.1 are installed in daylight zones. 4. Visible transmittance (VT) of vertical fenestra- tion is not less than 1.1 times solar heat gain coef- ficient (SHGC). Fenestration that is outside the scope of NFRC 200 is not required to comply with Item 4. The skylight area shall be not more than 6 percent of the roof area provided that daylight responsive controls complying with Section C405.2.3.1 are installed in toplit zones. In an enclosed space greater than 2,500 square feet (232 m2) in floor area, directly under a roof with not less than 75 per- cent of the ceiling area with a ceiling height greater than 15 feet (4572 mm), and used as an office, lobby, atrium, concourse, corridor, storage space, gymnasium/exercise center, convention center, automotive service area, space where manufacturing occurs, nonrefrigerated warehouse, retail store, distribution/sorting area, transportation depot or workshop, the total toplit daylight zone shall be not less than half the floor area and shall provide one of the fol- lowing: 1. A minimum skylight area to toplit daylight zone of not less than 3 percent where all skylights have a VT of not less than 0.40 as determined in accordance with Section C303.1.3. 2. A minimum skylight effective aperture of not less than 1 percent, determined in accordance with Equa- tion 4-3. where: Skylight area = Total fenestration area of skylights. Skylight VT = Area weighted average visible transmittance of skylights. WF = Area weighted average well factor, where well factor is 0.9 if light well depth is less than 2 feet (610 mm), or 0.7 if light well depth is 2 feet (610 mm) or greater. Light well depth = Measure vertically from the underside of the lowest point of the skylight glazing to the ceiling plane under the skylight. Skylights above daylight zones of enclosed spaces are not required in: 1. Spaces where the designed general lighting power densities are less than 0.5 W/ft2 (5.4 W/m2). 2. Areas where it is documented that existing struc- tures or natural objects block direct beam sun- light on not less than half of the roof over the enclosed area for more than 1,500 daytime hours per year between 8 a.m. and 4 p.m. 3. Spaces where the daylight zone under rooftop monitors is greater than 50 percent of the enclosed space floor area. 4. Spaces where the total area minus the area of sidelight daylight zones is less than 2,500 square feet (232 m2), and where the lighting is controlled in accordance with Section C405.2.3. Daylight responsive controls complying with Section C405.2.3.1 shall be provided to control all electric lights within toplit zones. Skylights in office, storage, automotive service, manufacturing, nonrefrigerated warehouse, retail store and distribution/sorting area spaces shall have a glazing material or diffuser with a haze factor greater than 90 percent when tested in accordance with ASTM D1003. Skylights designed and installed to exclude direct sunlight entering the occupied space by the use of fixed or automated baffles or the geometry of skylight and light well. Skylight Effective Aperture = 0.85 Skylight Area Skylight VT WF××× Toplit Zone--------------------------------------------------------------------------------------------------------- NR = No Requirement, PF = Projection Factor. a. “N” indicates vertical fenestration oriented within 45 degrees of true north. “SEW” indicates orientations other than “N.” For buildings in the southern hemisphere, reverse south and north. Buildings located at less than 23.5 degrees latitude shall use SEW for all orientations. Fixed fenestration 0.36 Operable fenestration 0.45 0.63 0.30 Orientationa SEW N PF < 0.2 0.38 0.51 0.2 ≤ PF < 0.5 0.46 0.56 PF ≥ 0.5 0.61 0.61 U-factor 0.50 SHGC 0.40 The maxi- mum U-factor and solar heat gain coefficient (SHGC) for fenestration shall be as specified in Table C402.4. The window projection factor shall be determined in accordance with Equation 4-4. PF = A/B where: PF = Projection factor (decimal). A = Distance measured horizontally from the farthest continuous extremity of any overhang, eave or permanently attached shading device to the vertical surface of the glazing. B = Distance measured vertically from the bottom of the glazing to the underside of the overhang, eave or permanently attached shading device. Where different windows or glass doors have different PF values, they shall each be evaluated separately. Skylights shall be permitted a maximum SHGC of 0.60 where located above daylight zones provided with daylight responsive controls. Where sky- lights are installed above daylight zones provided with daylight responsive controls, a maximum U-factor of 0.75 shall be permitted. Where dynamic glazing is intended to satisfy the SHGC and VT requirements of Table C402.4, the ratio of the higher to lower labeled SHGC shall be greater than or equal to 2.4, and the dynamic glazing shall be automatically controlled to modulate the amount of solar gain into the space in multiple steps. Dynamic glazing shall be considered separately from other fenestration, and area-weighted averaging with other fenestration that is not dynamic glazing shall not be permitted. Dynamic glazing is not required to com- ply with this section where both the lower and higher labeled SHGC already comply with the requirements of Table C402.4. An area- weighted average shall be permitted to satisfy the U- factor requirements for each fenestration product cate- gory listed in Table C402.4. Individual fenestration products from different fenestration product categories listed in Table C402.4 shall not be combined in calcu- lating area-weighted average U-factor. Daylight zones referenced in Sections C402.4.1.1 through C402.4.3.2 shall comply with Sections C405.2.3.2 and C405.2.3.3, as applicable. Day- light zones shall include toplit zones and sidelit zones. Opaque swinging doors shall comply with Table C402.1.4. Opaque nonswinging doors shall comply with Table C402.1.3. Opaque doors shall be con- sidered as part of the gross area of above-grade walls that are part of the building thermal envelope. Other doors shall comply with the provisions of Section C402.4.3 for vertical fenestration. The building thermal envelope shall comply with Sections C402.5.1 through C402.5.8. A continuous air barrier shall be provided throughout the building thermal envelope. The air barrier shall be located on the inside or outside of the building thermal envelope, located within the assemblies composing the building thermal envelope, or any combi- nation thereof. The air barrier shall comply with Sections C402.5.1.1, C402.5.1.2 and C402.5.1.3. The continuous air barrier shall be constructed to comply with the fol- lowing: 1. The air barrier shall be continuous for all assem- blies that are the thermal envelope of the building and across the joints and assemblies. 2. Air barrier joints and seams shall be sealed, includ- ing sealing transitions in places and changes in materials. The joints and seals shall be securely installed in or on the joint for its entire length so as not to dislodge, loosen or otherwise impair its abil- ity to resist positive and negative pressure from wind, stack effect and mechanical ventilation. 3. Penetrations of the air barrier shall be caulked, gas- keted or otherwise sealed in a manner compatible with the construction materials and location. Seal- ing shall allow for expansion, contraction and mechanical vibration. Joints and seams associated with penetrations shall be sealed in the same man- ner or taped. Sealing materials shall be securely installed around the penetration so as not to dis- lodge, loosen or otherwise impair the penetrations’ ability to resist positive and negative pressure from wind, stack effect and mechanical ventilation. Seal- ing of concealed fire sprinklers, where required, shall be in a manner that is recommended by the manufacturer. Caulking or other adhesive sealants shall not be used to fill voids between fire sprinkler cover plates and walls or ceilings. 4. Recessed lighting fixtures shall comply with Sec- tion C402.5.8. Where similar objects are installed that penetrate the air barrier, provisions shall be made to maintain the integrity of the air barrier. The building thermal envelope shall be tested in accordance with ASTM E779 or an equivalent method approved by the code official. The measured air leakage shall not exceed 0.40 cfm/ft2 (2.0 L/s • m2) of the building ther- mal envelope area at a pressure differential of 0.3 inch water gauge (75 Pa). Alternatively, portions of the building shall be tested and the measured air leakages shall be area weighted by the surface areas of the build- ing thermal envelope in each portion. The weighted- average test results shall not exceed the whole building leakage limit. In the alternative approach, the following portions of the building shall be tested: 1. The entire envelope area of all stories that have any spaces directly under a roof. 2. The entire envelope area of all stories that have a building entrance, exposed floor or loading dock, or are below grade. 3. Representative above-grade sections of the build- ing totaling at least 25 percent of the wall area enclosing the remaining conditioned space. 4. For R-2 occupancies, dwelling units when tested in accordance with Section C402.5.1.3. Testing and inspection shall be conducted by a third- party registered design professional. A written report of the test results shall be signed by the party conduct- ing the test and provided to the code official. Testing shall be performed at any time after completion of all penetrations of the building thermal envelope. A sampling of dwelling units shall be tested and the air leakage rate of each tested dwelling unit’s enclosure surface area shall not exceed 0.25 cfm/ft2 of surface area. For pur- poses of this section, enclosure surface area of a unit means the total surface area of all walls, floors and ceil- ings. Testing shall be conducted with a blower door at a pressure of 0.2 inch water gauge (50 Pa). The sampling of dwelling units tested shall include at least 20 percent of the dwelling units in each build- ing, including at least one of each unit type (a unit type is distinct if it has a different floor plan or a different exterior exposure) and approximately an equal number of units on each floor level. Each of these units must be tested and pass without a failure. If a failure occurs, items causing the failure must be diagnosed and cor- rected, and the unit retested until it passes. A minimum of at least two additional units of this type in the same building must also be tested and pass. During testing: 1. Exterior windows and doors, fireplace doors and stove doors shall be closed but not sealed beyond the intended weather stripping or other infiltration control measures. 2. Dampers, including exhaust, intake, makeup air, backdraft and flue dampers, shall be closed but not sealed beyond intended infiltra- tion control measures. 3. Interior doors, if installed at the time of the test, shall be open. 4. Exterior doors for continuous ventilation sys- tems and heat recovery ventilators shall be closed and sealed. 5. Heating and cooling systems, if installed at the time of the test, shall be turned off. 6. Supply and return registers, if installed at the time of the test, shall be fully open. The air leakage of fenestration assemblies shall meet the provisions of Table C402.5.2. Testing shall be in accordance with the applica- ble reference test standard in Table C402.5.2 by an accred- ited, independent testing laboratory and labeled by the manufacturer. 1. Field-fabricated fenestration assemblies that are sealed in accordance with Section C402.5.1. 2. Fenestration in buildings that comply with the testing alternative of Section C402.5 are not required to meet the air leakage requirements in Table C402.5.2. Where combustion air is supplied through openings in an exterior wall to a room or space containing a space-condi- tioning fuel-burning appliance, one of the following shall apply: 1. The room or space containing the appliance shall be located outside of the building thermal envelope. 2. The room or space containing the appliance shall be enclosed and isolated from conditioned spaces in- side the building thermal envelope. Such rooms shall comply with all of the following: 2.1. The walls, floors and ceilings that separate the enclosed room or space from conditioned spaces shall be insulated to be not less than equivalent to the insulation requirement of For SI: 1 cubic foot per minute = 0.47 L/s, 1 square foot = 0.093 m 2. a. The maximum rate for windows, sliding and swinging doors, and skylights is permitted to be 0.3 cfm per square foot of fenestration or door area when tested in accordance with AAMA/WDMA/CSA101/I.S.2/A440 at 6.24 psf (300 Pa). Windows 0.20 a AAMA/WDMA/ CSA101/I.S.2/A440 or NFRC 400 Sliding doors 0.20 a Swinging doors 0.20 a Skylights – with condensation weepage openings 0.30 Skylights – all other 0.20 a Curtain walls 0.06 NFRC 400 or ASTM E283 at 1.57 psf (75 Pa) Storefront glazing 0.06 Commercial glazed swinging entrance doors 1.00 Power-operated sliding doors and power- operated folding doors 1.00 Revolving doors 1.00 Garage doors 0.40 ANSI/DASMA 105, NFRC 400, or ASTM E283 at 1.57 psf (75 Pa) Rolling doors 1.00 High-speed doors 1.30 below-grade walls as specified in Table C402.1.3 or C402.1.4. 2.2. The walls, floors and ceilings that separate the enclosed room or space from conditioned spaces shall be sealed in accordance with Section C402.5.1.1. 2.3. The doors into the enclosed room or space shall be shall be fully gasketed. 2.4. Water lines and ducts in the enclosed room or space shall be insulated in accordance with Section C403. 2.5. Where an air duct supplying combustion air to the enclosed room or space passes through conditioned space, the duct shall be insu- lated to an R-value of not less than R-8. Fireplaces and stoves complying with Sec- tions 901 through 905 of the International Mechanical Code, and Section 2111.14 of the International Build- ing Code. Doors and access open- ings from conditioned space to shafts, chutes stairways and elevator lobbies not within the scope of the fenestra- tion assemblies covered by Section C402.5.2 shall be gas- keted, weatherstripped or sealed. 1. Door openings required to comply with Section 716 of the International Building Code. 2. Doors and door openings required to comply with UL 1784 by the International Building Code. Stairway enclosures, elevator shaft vents and other outdoor air intakes and exhaust openings integral to the building envelope shall be provided with dampers in accordance with Section C403.7.7. Cargo door open- ings and loading door openings shall be equipped with weatherseals that restrict infiltration and provide direct contact along the top and sides of vehicles that are parked in the doorway. Building entrances shall be protected with an enclosed vestibule, with all doors opening into and out of the vestibule equipped with self-closing devices. Vesti- bules shall be designed so that in passing through the vesti- bule it is not necessary for the interior and exterior doors to open at the same time. The installation of one or more revolving doors in the building entrance shall not eliminate the requirement that a vestibule be provided on any doors adjacent to revolving doors. Vestibules are not required for the follow- ing: 1. Doors not intended to be used by the public, such as doors to mechanical or electrical equip- ment rooms, or intended solely for employee use. 2. Doors opening directly from a sleeping unit or dwelling unit. 3. Doors that open directly from a space less than 3,000 square feet (298 m2) in area. 4. Revolving doors. 5. Doors used primarily to facilitate vehicular movement or material handling and adjacent per- sonnel doors. 6. Doors that have an air curtain with a velocity of not less than 6.56 feet per second (2 m/s) at the floor that have been tested in accordance with ANSI/AMCA 220 and installed in accordance with the manufacturer’s instructions. Manual or automatic controls shall be provided that will operate the air curtain with the opening and clos- ing of the door. Air curtains and their controls shall comply with Section C408.2.3. Recessed luminaires installed in the building thermal envelope shall be all of the following: 1. IC-rated. 2. Labeled as having an air leakage rate of not more 2.0 cfm (0.944 L/s) when tested in accordance with ASTM E283 at a 1.57 psf (75 Pa) pressure differential. 3. Sealed with a gasket or caulk between the housing and interior wall or ceiling covering. Mechanical systems and equipment serving the building heating, cooling, ventilating or refrigerating needs shall comply with this section. Design loads associated with heating, ventilating and air conditioning of the building shall be determined in accor- dance with ANSI/ASHRAE/ACCA Standard 183 or by an approved equivalent computational procedure using the design parameters specified in Chapter 3. Heating and cooling loads shall be adjusted to account for load reduc- tions that are achieved where energy recovery systems are utilized in the HVAC system in accordance with the ASHRAE HVAC Systems and Equipment Handbook by an approved equivalent computational procedure. Mechanical systems shall be designed to comply with Sections C403.2.1 and C403.2.2. Where elements of a building’s mechanical systems are addressed in Sections C403.3 through C403.12, such elements shall comply with the applicable provisions of those sections. HVAC systems serving zones that are over 25,000 square feet (2323 m2) in floor area or that span more than one floor and are designed to operate or be occupied nonsimultaneously shall be divided into isolation areas. Each isolation area shall be equipped with isolation devices and controls con- figured to automatically shut off the supply of conditioned air and outdoor air to and exhaust air from the isolation area. Each isolation area shall be controlled independently by a device meeting the requirements of Section C403.4.2.2. Central systems and plants shall be provided with controls and devices that will allow system and equip- ment operation for any length of time while serving only the smallest isolation area served by the system or plant. 1. Exhaust air and outdoor air connections to isola- tion areas where the fan system to which they connect is not greater than 5,000 cfm (2360 L/s). 2. Exhaust airflow from a single isolation area of less than 10 percent of the design airflow of the exhaust system to which it connects. 3. Isolation areas intended to operate continuously or intended to be inoperative only when all other isolation areas in a zone are inoperative. Ventilation, either natural or mechanical, shall be provided in accordance with Chapter 4 of the International Mechanical Code. Where mechanical ventilation is provided, the system shall provide the capability to reduce the outdoor air sup- ply to the minimum required by Chapter 4 of the Interna- tional Mechanical Code. Heating and cooling equipment installed in mechan- ical systems shall be sized in accordance with Section C403.3.1 and shall be not less efficient in the use of energy than as specified in Section C403.3.2. The output capacity of heating and cooling equipment shall be not greater than that of the smallest available equipment size that exceeds the loads calculated in accordance with Sec- tion C403.1.1. A single piece of equipment providing both heating and cooling shall satisfy this provision for one function with the capacity for the other function as small as possible, within available equipment options. 1. Required standby equipment and systems pro- vided with controls and devices that allow such systems or equipment to operate automatically only when the primary equipment is not operating. 2. Multiple units of the same equipment type with combined capacities exceeding the design load and provided with controls that are configured to sequence the operation of each unit based on load. Equipment shall meet the minimum effi- ciency requirements of Tables C403.3.2(1) through C403.3.2(9) when tested and rated in accordance with the applicable test procedure. Plate-type liquid-to-liquid heat exchangers shall meet the minimum requirements of Table C403.3.2(10). The efficiency shall be verified through cer- tification under an approved certification program or, where a certification program does not exist, the equip- ment efficiency ratings shall be supported by data fur- nished by the manufacturer. Where multiple rating conditions or performance requirements are provided, the equipment shall satisfy all stated requirements. Where components, such as indoor or outdoor coils, from differ- ent manufacturers are used, calculations and supporting data shall be furnished by the designer that demonstrates that the combined efficiency of the specified components meets the requirements herein. Equipment not designed for opera- tion at AHRI Standard 550/590 test conditions of 44°F (7°C) leaving chilled-water temperature and 2.4 gpm/ ton evaporator fluid flow and 85°F (29°C) entering condenser water temperature with 3 gpm/ton (0.054 I/s • kW) condenser water flow shall have maximum full- load kW/ton (FL) and part-load ratings requirements adjusted using Equations 4-5 and 4-6. FLadj = FL/Kadj PLVadj = IPLV/Kadj where: Kadj =A × B FL = Full-load kW/ton value as specified in Table C403.3.2(7). FLadj = Maximum full-load kW/ton rating, adjusted for nonstandard conditions. IPLV = Value as specified in Table C403.3.2(7). PLVadj =Maximum NPLV rating, adjusted for nonstandard conditions. A = 0.00000014592 × (LIFT)4 – 0.0000346496 × (LIFT)3 + 0.00314196 × (LIFT)2 – 0.147199 × (LIFT) + 3.9302 B = 0.0015 × LvgEvap + 0.934 LIFT =LvgCond – LvgEvap LvgCond = Full-load condenser leaving fluid temperature (°F). LvgEvap = Full-load evaporator leaving temperature (°F). The FLadj and PLVadj values are only applicable for centrifugal chillers meeting all of the following full- load design ranges: 1. Minimum evaporator leaving temperature: 36°F. 2. Maximum condenser leaving temperature: 115°F. 3. 20°F ≤ LIFT ≤ 80°F. Equipment with a leaving fluid temperature higher than 32°F (0°C) and water-cooled positive displacement chilling pack- ages with a condenser leaving fluid temperature below 115°F (46°C) shall meet the requirements of Table C403.3.2(7) when tested or certified with water at stan- dard rating conditions, in accordance with the referenced test procedure. (continued) Air conditioners, air cooled < 65,000 Btu/h b All Split System 13.0 SEER AHRI 210/240 Single Package 14.0 SEER Through-the-wall (air cooled)≤ 30,000 Btu/hb All Split system 12.0 SEER Single Package 12.0 SEER Small-duct high-velocity (air cooled)< 65,000 Btu/hb All Split System 11.0 SEER Air conditioners, air cooled ≥ 65,000 Btu/h and < 135,000 Btu/h Electric Resistance (or None) Split System and Single Package 11.2 EER 12.8 IEER AHRI 340/360 All other Split System and Single Package 11.0 EER 12.6 IEER ≥ 135,000 Btu/h and < 240,000 Btu/h Electric Resistance (or None) Split System and Single Package 11.0 EER 12.4 IEER All other Split System and Single Package 10.8 EER 12.2 IEER ≥ 240,000 Btu/h and < 760,000 Btu/h Electric Resistance (or None) Split System and Single Package 10.0 EER 11.6 IEER All other Split System and Single Package 9.8 EER 11.4 IEER ≥ 760,000 Btu/h Electric Resistance (or None) Split System and Single Package 9.7 EER 11.2 IEER All other Split System and Single Package 9.5 EER 11.0 IEER Air conditioners, water cooled < 65,000 Btu/hb All Split System and Single Package 12.1 EER 12.3 IEER AHRI 210/240 ≥ 65,000 Btu/h and < 135,000 Btu/h Electric Resistance (or None) Split System and Single Package 12.1 EER 13.9 IEER AHRI 340/360 All other Split System and Single Package 11.9 EER 13.7 IEER ≥ 135,000 Btu/h and < 240,000 Btu/h Electric Resistance (or None) Split System and Single Package 12.5 EER 13.9 IEER All other Split System and Single Package 12.3 EER 13.7 IEER ≥ 240,000 Btu/h and < 760,000 Btu/h Electric Resistance (or None) Split System and Single Package 12.4 EER 13.6 IEER All other Split System and Single Package 12.2 EER 13.4 IEER ≥ 760,000 Btu/h Electric Resistance (or None) Split System and Single Package 12.2 EER 13.5 IEER All other Split System and Single Package 12.0 EER 13.3 IEER For SI: 1 British thermal unit per hour = 0.2931 W. a. Chapter 6 contains a complete specification of the referenced test procedure, including the reference year version of the test procedure. b. Single-phase, air-cooled air conditioners less than 65,000 Btu/h are regulated by NAECA. SEER values are those set by NAECA. Air conditioners, evaporatively cooled < 65,000 Btu/hb All Split System and Single Package 12.1 EER 12.3 IEER AHRI 210/240 ≥ 65,000 Btu/h and < 135,000 Btu/h Electric Resistance (or None) Split System and Single Package 12.1 EER 12.3 IEER AHRI 340/360 All other Split System and Single Package 11.9 EER 12.1 IEER ≥ 135,000 Btu/h and < 240,000 Btu/h Electric Resistance (or None) Split System and Single Package 12.0 EER 12.2 IEER All other Split System and Single Package 11.8 EER 12.0 IEER ≥ 240,000 Btu/h and < 760,000 Btu/h Electric Resistance (or None) Split System and Single Package 11.9 EER 12.1 IEER All other Split System and Single Package 11.7 EER 11.9 IEER ≥ 760,000 Btu/h Electric Resistance (or None) Split System and Single Package 11.7 EER 11.9 IEER All other Split System and Single Package 11.5 EER 11.7 IEER Condensing units, air cooled ≥ 135,000 Btu/h — — 10.5 EER 11.8 IEER AHRI 365 Condensing units, water cooled ≥ 135,000 Btu/h — — 13.5 EER 14.0 IEER Condensing units, evaporatively cooled ≥ 135,000 Btu/h — — 13.5 EER 14.0 IEER (continued) Air cooled (cooling mode)< 65,000 Btu/hb All Split System 14.0 SEER AHRI 210/240 Single Package 14.0 SEER Through-the-wall, air cooled ≤ 30,000 Btu/hb All Split System 12.0 SEER Single Package 12.0 SEER Single-duct high-velocity air cooled < 65,000 Btu/h b All Split System 11.0 SEER Air cooled (cooling mode) ≥ 65,000 Btu/h and < 135,000 Btu/h Electric Resistance (or None) Split System and Single Package 11.0 EER 12.0 IEER AHRI 340/360 All other Split System and Single Package 10.8 EER 11.8 IEER ≥ 135,000 Btu/h and < 240,000 Btu/h Electric Resistance (or None) Split System and Single Package 10.6 EER 11.6 IEER All other Split System and Single Package 10.4 EER 11.4 IEER ≥ 240,000 Btu/h Electric Resistance (or None) Split System and Single Package 9.5 EER 10.6 IEER All other Split System and Single Package 9.3 EER 9.4 IEER Water to Air: Water Loop (cooling mode) < 17,000 Btu/h All 86 oF entering water 12.2 EER ISO 13256-1≥ 17,000 Btu/h and < 65,000 Btu/h All 86 oF entering water 13.0 EER ≥ 65,000 Btu/h and < 135,000 Btu/h All 86 oF entering water 13.0 EER Water to Air: Ground Water (cooling mode)< 135,000 Btu/h All 59 oF entering water 18.0 EER ISO 13256-1 Brine to Air: Ground Loop (cooling mode)< 135,000 Btu/h All 77 oF entering water 14.1 EER ISO 13256-1 Water to Water: Water Loop (cooling mode)< 135,000 Btu/h All 86 oF entering water 10.6 EER ISO 13256-2Water to Water: Ground Water (cooling mode)< 135,000 Btu/h All 59oF entering water 16.3 EER Brine to Water: Ground Loop (cooling mode)< 135,000 Btu/h All 77 oF entering fluid 12.1 EER For SI: 1 British thermal unit per hour = 0.2931 W, °C = [(°F) - 32]/1.8. a. Chapter 6 contains a complete specification of the referenced test procedure, including the reference year version of the test procedure. b. Single-phase, air-cooled heat pumps less than 65,000 Btu/h are regulated by NAECA. SEER and HSPF values are those set by NAECA. Air cooled (heating mode)< 65,000 Btu/hb —Split System 8.2 HSPF AHRI 210/240 —Single Package 8.0 HSPF Through-the-wall, (air cooled, heating mode) ≤ 30,000 Btu/hb (cooling capacity) —Split System 7.4 HSPF —Single Package 7.4 HSPF Small-duct high velocity (air cooled, heating mode)< 65,000 Btu/hb —Split System 6.8 HSPF Air cooled (heating mode) ≥ 65,000 Btu/h and < 135,000 Btu/h (cooling capacity) — 47ºF db/43ºF wb outdoor air 3.3 COP AHRI 340/360 17ºF db/15ºF wb outdoor air 2.25 COP ≥ 135,000 Btu/h (cooling capacity)— 47ºF db/43ºF wb outdoor air 3.2 COP 17ºF db/15ºF wb outdoor air 2.05 COP Water to Air: Water Loop (heating mode) < 135,000 Btu/h (cooling capacity)—68°F entering water 4.3 COP ISO 13256-1Water to Air: Ground Water (heating mode) < 135,000 Btu/h (cooling capacity)—50°F entering water 3.7 COP Brine to Air: Ground Loop (heating mode) < 135,000 Btu/h (cooling capacity)—32°F entering fluid 3.2 COP Water to Water: Water Loop (heating mode) < 135,000 Btu/h (cooling capacity)—68°F entering water 3.7 COP ISO 13256-2Water to Water: Ground Water (heating mode) < 135,000 Btu/h (cooling capacity)—50°F entering water 3.1 COP Brine to Water: Ground Loop (heating mode) < 135,000 Btu/h (cooling capacity)—32°F entering fluid 2.5 COP (continued) PTAC (cooling mode) new construction All Capacities 95°F db outdoor air 14.0 – (0.300 × Cap/1000) EER AHRI 310/380 PTAC (cooling mode) replacementsb All Capacities 95°F db outdoor air 10.9 - (0.213 × Cap/1000) EER PTHP (cooling mode) new construction All Capacities 95°F db outdoor air 14.0 - (0.300 × Cap/1000) EER PTHP (cooling mode) replacementsb All Capacities 95°F db outdoor air 10.8 - (0.213 × Cap/1000) EER PTHP (heating mode) new construction All Capacities —3.2 - (0.026 × Cap/1000) COP PTHP (heating mode) replacementsb All Capacities —2.9 - (0.026 × Cap/1000) COP SPVAC (cooling mode) < 65,000 Btu/h 95°F db/ 75°F wb outdoor air 9.0 EER AHRI 390 ≥ 65,000 Btu/h and < 135,000 Btu/h 95°F db/ 75°F wb outdoor air 8.9 EER ≥ 135,000 Btu/h and < 240,000 Btu/h 95°F db/ 75°F wb outdoor air 8.6 EER SPVHP (cooling mode) < 65,000 Btu/h 95°F db/ 75°F wb outdoor air 9.0 EER ≥ 65,000 Btu/h and < 135,000 Btu/h 95°F db/ 75°F wb outdoor air 8.9 EER ≥ 135,000 Btu/h and < 240,000 Btu/h 95°F db/ 75°F wb outdoor air 8.6 EER SPVHP (heating mode) < 65,000 Btu/h 47°F db/ 43°F wb outdoor air 3.0 COP AHRI 390 ≥ 65,000 Btu/h and < 135,000 Btu/h 47°F db/ 43°F wb outdoor air 3.0 COP ≥ 135,000 Btu/h and < 240,000 Btu/h 47°F db/ 75°F wb outdoor air 2.9 COP Room air conditioners, with louvered sides < 6,000 Btu/h —11.0 CEER ANSI/ AHAM RAC-1 ≥ 6,000 Btu/h and < 8,000 Btu/h —11.0 CEER ≥ 8,000 Btu/h and < 14,000 Btu/h —10.9 CEER ≥ 14,000 Btu/h and < 20,000 Btu/h —10.7 CEER ≥ 20,000 Btu/h and≤ 25,000 Btu/h — 9.4 CEER > 25,000 Btu/h —9.0 CEER Room air conditioners, without louvered sides < 6,000 Btu/h —10.0 CEER ≥ 6,000 Btu/h and < 8,000 Btu/h —10.0 CEER ≥ 8,000 Btu/h and < 11,000 Btu/h —9.6 CEER ≥ 11,000 Btu/h and < 14,000 Btu/h —9.5 CEER ≥ 14,000 Btu/h and < 20,000 Btu/h —9.3 CEER ≥ 20,000 Btu/h —9.4 CEER Room air-conditioner heat pumps with louvered sides < 20,000 Btu/h —9.8 CEER ≥ 20,000 Btu/h —9.3 CEER Room air-conditioner heat pumps without louvered sides < 14,000 Btu/h —9.3 CEER ≥ 14,000 Btu/h —8.7 CEER For SI: 1 British thermal unit per hour = 0.2931 W, °C = [(°F) - 32]/1.8, wb = wet bulb, db = dry bulb. “Cap” = The rated cooling capacity of the project in Btu/h. Where the unit’s capacity is less than 7000 Btu/h, use 7000 Btu/h in the calculation. Where the unit’s capacity is greater than 15,000 Btu/h, use 15,000 Btu/h in the calculations. a. Chapter 6 contains a complete specification of the referenced test procedure, including the referenced year version of the test procedure. b. Replacement unit shall be factory labeled as follows: “MANUFACTURED FOR REPLACEMENT APPLICATIONS ONLY: NOT TO BE INSTALLED IN NEW CONSTRUCTION PROJECTS.” Replacement efficiencies apply only to units with existing sleeves less than 16 inches (406 mm) in height and less than 42 inches (1067 mm) in width. Room air conditioner casement only All capacities —9.5 CEER ANSI/ AHAM RAC-1Room air conditioner casement-slider All capacities —10.4 CEER For SI: 1 British thermal unit per hour = 0.2931 W. a. Chapter 6 contains a complete specification of the referenced test procedure, including the referenced year version of the test procedure. b. Minimum and maximum ratings as provided for and allowed by the unit’s controls. c. Combination units not covered by the National Appliance Energy Conservation Act of 1987 (NAECA) (3-phase power or cooling capacity greater than or equal to 65,000 Btu/h [19 kW]) shall comply with either rating. d.Et = Thermal efficiency. See test procedure for detailed discussion. e.Ec = Combustion efficiency (100% less flue losses). See test procedure for detailed discussion. f.Ec = Combustion efficiency. Units shall also include an IID, have jackets not exceeding 0.75 percent of the input rating, and have either power venting or a flue damper. A vent damper is an acceptable alternative to a flue damper for those furnaces where combustion air is drawn from the conditioned space. g.Et = Thermal efficiency. Units shall also include an IID, have jacket losses not exceeding 0.75 percent of the input rating, and have either power venting or a flue damper. A vent damper is an acceptable alternative to a flue damper for those furnaces where combustion air is drawn from the conditioned space. Warm-air furnaces, gas fired < 225,000 Btu/h —80% AFUE or 80%Et c DOE 10 CFR Part 430 or ANSI Z21.47 ≥ 225,000 Btu/h Maximum capacityc 80%Et f ANSI Z21.47 Warm-air furnaces, oil fired < 225,000 Btu/h —83% AFUE or 80%Et c DOE 10 CFR Part 430 or UL 727 ≥ 225,000 Btu/h Maximum capacityb 81%Et g UL 727 Warm-air duct furnaces, gas fired All capacities Maximum capacityb 80%Ec ANSI Z83.8 Warm-air unit heaters, gas fired All capacities Maximum capacityb 80%Ec ANSI Z83.8 Warm-air unit heaters, oil fired All capacities Maximum capacityb 80%Ec UL 731 For SI: 1 British thermal unit per hour = 0.2931 W. a. These requirements apply to boilers with rated input of 8,000,000 Btu/h or less that are not packaged boilers and to all packaged boilers. Minimum efficiency requirements for boilers cover all capacities of packaged boilers. b. Maximum capacity – minimum and maximum ratings as provided for and allowed by the unit’s controls. c. Includes oil-fired (residual). d.Ec = Combustion efficiency (100 percent less flue losses). e.Et = Thermal efficiency. See referenced standard for detailed information. f. Boilers shall not be equipped with a constant-burning ignition pilot. g. A boiler not equipped with a tankless domestic water heating coil shall be equipped with an automatic means for adjusting the temperature of the water such that an incremental change in inferred heat load produces a corresponding incremental change in the temperature of the water supplied. Boilers, hot water Gas-fired < 300,000 Btu/hf, g 82% AFUE 10 CFR Part 430 ≥ 300,000 Btu/h and ≤ 2,500,000 Btu/hb 80% Et 10 CFR Part 431 > 2,500,000 Btu/ha 82% Ec Oil-firedc < 300,000 Btu/hg 84% AFUE 10 CFR Part 430 ≥ 300,000 Btu/h and ≤ 2,500,000 Btu/hb 82% Et 10 CFR Part 431 > 2,500,000 Btu/ha 84% Ec Boilers, steam Gas-fired < 300,000 Btu/hf 80% AFUE 10 CFR Part 430 Gas-fired- all, except natural draft ≥ 300,000 Btu/h and ≤ 2,500,000 Btu/hb 79% Et 10 CFR Part 431 > 2,500,000 Btu/ha 79% Et Gas-fired-natural draft ≥ 300,000 Btu/h and ≤ 2,500,000 Btu/hb 77% Et > 2,500,000 Btu/ha 77% Et Oil-firedc < 300,000 Btu/h 82% AFUE 10 CFR Part 430 ≥ 300,000 Btu/h and ≤ 2,500,000 Btu/hb 81% Et 10 CFR Part 431 > 2,500,000 Btu/ha 81% Et For SI: 1 British thermal unit per hour = 0.2931 W. a. Chapter 6 contains a complete specification of the referenced test procedure, including the referenced year version of the test procedure. b. IPLVs are only applicable to equipment with capacity modulation. Condensing units, air cooled ≥ 135,000 Btu/h 10.1 EER 11.2 IPLV AHRI 365 Condensing units, water or evaporatively cooled ≥ 135,000 Btu/h 13.1 EER 13.1 IPLV a. The requirements for centrifugal chiller shall be adjusted for nonstandard rating conditions in accordance with Section C403.3.2.1 and are only applicable for the range of conditions listed in Section C403.3.2.1. The requirements for air-cooled, water-cooled positive displacement and absorption chillers are at standard rating conditions defined in the reference test procedure. b. Both the full-load and IPLV requirements shall be met or exceeded to comply with this standard. Where there is a Path B, compliance can be with either Path A or Path B for any application. c. NA means the requirements are not applicable for Path B and only Path A can be used for compliance. d. FL represents the full-load performance requirements and IPLV the part-load performance requirements. Air-cooled chillers < 150 Tons EER (Btu/W) ≥ 9.562 FL NAc ≥ 10.100 FL ≥ 9.700 FL AHRI 550/ 590 ≥ 12.500 IPLV ≥ 13.700 IPLV ≥ 15,800 IPLV ≥ 150 Tons ≥ 9.562 FL NAc ≥ 10.100 FL ≥ 9.700 FL ≥ 12.500 IPLV ≥ 14.000 IPLV ≥ 16.100 IPLV Air cooled without condenser, electrically operated All capacities EER (Btu/W) Air-cooled chillers without condenser shall be rated with matching condensers and complying with air-cooled chiller efficiency requirements. Water cooled, electrically operated positive displacement < 75 Tons kW/ton ≤ 0.780 FL ≤ 0.800 FL ≤ 0.750 FL ≤ 0.780 FL ≤ 0.630 IPLV ≤ 0.600 IPLV ≤ 0.600 IPLV ≤ 0.500 IPLV ≥ 75 tons and < 150 tons ≤ 0.775 FL ≤ 0.790 FL ≤ 0.720 FL ≤ 0.750 FL ≤ 0.615 IPLV ≤ 0.586 IPLV ≤ 0.560 IPLV ≤ 0.490 IPLV ≥ 150 tons and < 300 tons ≤ 0.680 FL ≤ 0.718 FL ≤ 0.660 FL ≤ 0.680 FL ≤ 0.580 IPLV ≤ 0.540 IPLV ≤ 0.540 IPLV ≤ 0.440 IPLV ≥ 300 tons and < 600 tons ≤ 0.620 FL ≤ 0.639 FL ≤ 0.610 FL ≤ 0.625 FL ≤ 0.540 IPLV ≤ 0.490 IPLV ≤ 0.520 IPLV ≤ 0.410 IPLV ≥ 600 tons ≤ 0.620 FL ≤ 0.639 FL ≤ 0.560 FL ≤ 0.585 FL ≤ 0.540 IPLV ≤ 0.490 IPLV ≤ 0.500 IPLV ≤ 0.380 IPLV Water cooled, electrically operated centrifugal < 150 Tons kW/ton ≤ 0.634 FL ≤ 0.639 FL ≤ 0.610 FL ≤ 0.695 FL ≤ 0.596 IPLV ≤ 0.450 IPLV ≤ 0.550 IPLV ≤ 0.440 IPLV ≥ 150 tons and < 300 tons ≤ 0.634 FL ≤ 0.639 FL ≤ 0.610 FL ≤ 0.635 FL ≤ 0.596 IPLV ≤ 0.450 IPLV ≤ 0.550 IPLV ≤ 0.400 IPLV ≥ 300 tons and < 400 tons ≤ 0.576 FL ≤ 0.600 FL ≤ 0.560 FL ≤ 0.595 FL ≤ 0.549 IPLV ≤ 0.400 IPLV ≤ 0.520 IPLV ≤ 0.390 IPLV ≥ 400 tons and < 600 tons ≤ 0.576 FL ≤ 0.600 FL ≤ 0.560 FL ≤ 0.585 FL ≤ 0.549 IPLV ≤ 0.400 IPLV ≤ 0.500 IPLV ≤ 0.380 IPLV ≥ 600 Tons ≤ 0.570 FL ≤ 0.590 FL ≤ 0.560 FL ≤ 0.585 FL ≤ 0.539 IPLV ≤ 0.400 IPLV ≤ 0.500 IPLV ≤ 0.380 IPLV Air cooled, absorption, single effect All capacities COP ≥ 0.600 FL NA c ≥ 0.600 FL NA c AHRI 560 Water cooled absorption, single effect All capacities COP ≥ 0.700 FL NA c ≥ 0.700 FL NA c Absorption, double effect, indirect fired All capacities COP ≥ 1.000 FL NAc ≥ 1.000 FL NAc ≥ 1.050 IPLV ≥ 1.050 IPLV Absorption double effect direct fired All capacities COP ≥ 1.000 FL NAc ≥ 1.000 FL NAc ≥ 1.000 IPLV ≥ 1.050 IPLV For SI: °C = [(°F) - 32]/1.8, L/s • kW = (gpm/hp)/(11.83), COP = (Btu/h • hp)/(2550.7), db = dry bulb temperature, °F, wb = wet bulb temperature, °F. a. The efficiencies and test procedures for both open- and closed-circuit cooling towers are not applicable to hybrid cooling towers that contain a combination of wet and dry heat exchange sections. b. For purposes of this table, open circuit cooling tower performance is defined as the water flow rating of the tower at the thermal rating condition, divided by the fan nameplate-rated motor power. c. For purposes of this table, closed-circuit cooling tower performance is defined as the water flow rating of the tower at the thermal rating condition, divided by the sum of the fan nameplate-rated motor power and the spray pump nameplate-rated motor power. d. For purposes of this table, air-cooled condenser performance is defined as the heat rejected from the refrigerant divided by the fan nameplate-rated motor power. e. Chapter 6 contains a complete specification of the referenced test procedure, including the referenced year version of the test procedure. The certification requirements do not apply to field-erected cooling towers. f. Where a certification program exists for a covered product and it includes provisions for verification and challenge of equipment efficiency ratings, then the product shall be listed in the certification program; or, where a certification program exists for a covered product, and it includes provisions for verification and challenge of equipment efficiency ratings, but the product is not listed in the existing certification program, the ratings shall be verified by an independent laboratory test report. g. Cooling towers shall comply with the minimum efficiency listed in the table for that specific type of tower with the capacity effect of any project-specific accessories or options included in the capacity of the cooling tower h. For purposes of this table, evaporative condenser performance is defined as the heat rejected at the specified rating condition in the table divided by the sum of the fan motor nameplate power and the integral spray pump nameplate power i. Requirements for evaporative condensers are listed with ammonia (R-717) and R-507A as test fluids in the table. Evaporative condensers intended for use with halocarbon refrigerants other than R-507A shall meet the minimum efficiency requirements listed in this table with R-507A as the test fluid. Propeller or axial fan open-circuit cooling towers All 95°F entering water 85°F leaving water 75°F entering wb ≥ 40.2 gpm/hp CTI ATC-105 and CTI STD-201 RS Centrifugal fan open-circuit cooling towers All 95°F entering water 85°F leaving water 75°F entering wb ≥ 20.0 gpm/hp CTI ATC-105 and CTI STD-201 RS Propeller or axial fan closed-circuit cooling towers All 102°F entering water 90°F leaving water 75°F entering wb ≥ 16.1 gpm/hp CTI ATC-105S and CTI STD-201 RS Centrifugal fan closed- circuit cooling towers All 102°F entering water 90°F leaving water 75°F entering wb ≥ 7.0 gpm/hp CTI ATC-105S and CTI STD-201 RS Propeller or axial fan evaporative condensers All Ammonia Test Fluid 140°F entering gas temperature 96.3°F condensing temperature 75°F entering wb ≥ 134,000 Btu/h × hp CTI ATC-106 Centrifugal fan evaporative condensers All Ammonia Test Fluid 140°F entering gas temperature 96.3°F condensing temperature 75°F entering wb ≥110,000 Btu/h × hp CTI ATC-106 Propeller or axial fan evaporative condensers All R-507A Test Fluid 165°F entering gas temperature 105°F condensing temperature 75°F entering wb ≥ 157,000 Btu/h × hp CTI ATC-106 Centrifugal fan evaporative condensers All R-507A Test Fluid 165°F entering gas temperature 105°F condensing temperature 75°F entering wb ≥ 135,000 Btu/h × hp CTI ATC-106 Air-cooled condensers All 125°F Condensing Temperature 190°F Entering Gas Temperature 15°F subcooling 95°F entering db ≥ 176,000 Btu/h × hp AHRI 460 C Cooling systems shall not use hot gas bypass or other evaporator pressure control systems unless the system is designed with multi- ple steps of unloading or continuous capacity modulation. The capacity of the hot gas bypass shall be limited as indi- cated in Table C403.3.3, as limited by Section C403.5.1. For SI: 1 British thermal unit per hour = 0.2931 W. Boiler systems with design input of greater than 1,000,000 Btu/h (293 kW) shall com- ply with the turndown ratio specified in Table C403.3.4. The system turndown requirement shall be met through the use of multiple single-input boilers, one or more modu- lating boilers or a combination of single-input and modu- lating boilers. For SI: 1 British thermal unit per hour = 0.2931 W. Each heating and cooling system shall be provided with con- trols in accordance with Sections C403.4.1 through C403.4.5. The supply of heating and cooling energy to each zone shall be controlled by individual thermostatic controls capable of responding to temperature within the zone. Where humidification or dehu- midification or both is provided, not fewer than one humidity control device shall be provided for each humidity control system. Independent perimeter systems that are designed to offset only building envelope heat losses, ≤ 240,000 Btu/h 50 > 240,000 Btu/h 25 ≥ 1,000,000 and less than or equal to 5,000,000 3 to 1 > 5,000,000 and less than or equal to 10,000,000 4 to 1 > 10,000,000 5 to 1 For SI: 1 British thermal unit per hour = 0.2931 W. a. Net sensible cooling capacity: the total gross cooling capacity less the latent cooling less the energy to the air movement system. (Total Gross – latent – Fan Power). b. Sensible coefficient of performance (SCOP-127): a ratio calculated by dividing the net sensible cooling capacity in watts by the total power input in watts (excluding reheaters and humidifiers) at conditions defined in ASHRAE Standard 127. The net sensible cooling capacity is the gross sensible capacity minus the energy dissipated into the cooled space by the fan system. Air conditioners, air cooled < 65,000 Btu/h 2.20 / 2.09 ANSI/ASHRAE 127 ≥ 65,000 Btu/h and < 240,000 Btu/h 2.10 / 1.99 ≥ 240,000 Btu/h 1.90 / 1.79 Air conditioners, water cooled < 65,000 Btu/h 2.60 / 2.49 ≥ 65,000 Btu/h and < 240,000 Btu/h 2.50 / 2.39 ≥ 240,000 Btu/h 2.40 /2.29 Air conditioners, water cooled with fluid economizer < 65,000 Btu/h 2.55 /2.44 ≥ 65,000 Btu/h and < 240,000 Btu/h 2.45 / 2.34 ≥ 240,000 Btu/h 2.35 / 2.24 Air conditioners, glycol cooled (rated at 40% propylene glycol) < 65,000 Btu/h 2.50 / 2.39 ≥ 65,000 Btu/h and < 240,000 Btu/h 2.15 / 2.04 ≥ 240,000 Btu/h 2.10 / 1.99 Air conditioners, glycol cooled (rated at 40% propylene glycol) with fluid economizer < 65,000 Btu/h 2.45 / 2.34 ≥ 65,000 Btu/h and < 240,000 Btu/h 2.10 / 1.99 ≥ 240,000 Btu/h 2.05 / 1.94 NR = No Requirement. a. Chapter 6 contains a complete specification of the referenced test procedure, including the referenced year version of the test procedure. Liquid-to-liquid heat exchangers Plate type NR AHRI 400 gains or both serving one or more perimeter zones also served by an interior system provided that both of the following conditions are met: 1. The perimeter system includes not fewer than one thermostatic control zone for each building expo- sure having exterior walls facing only one orien- tation (within ± 45 degrees) (0.8 rad) for more than 50 contiguous feet (15 240 mm). 2. The perimeter system heating and cooling supply is controlled by thermostats located within the zones served by the system. Heat pumps having supplementary electric resis- tance heat shall have controls that, except during defrost, prevent supplementary heat operation where the heat pump can provide the heating load. Where used to control both heating and cooling, zone thermostatic controls shall be configured to provide a temperature range or deadband of not less than 5°F (2.8°C) within which the supply of heating and cooling energy to the zone is shut off or reduced to a minimum. 1. Thermostats requiring manual changeover between heating and cooling modes. 2. Occupancies or applications requiring preci- sion in indoor temperature control as approved by the code official. Where a zone has a separate heating and a sepa- rate cooling thermostatic control located within the zone, a limit switch, mechanical stop or direct digital control system with software programming shall be configured to prevent the heating setpoint from exceed- ing the cooling setpoint and to maintain a deadband in accordance with Section C403.4.1.2. The heating system for heated vestibules and air curtains with integral heating shall be provided with controls configured to shut off the source of heating when the outdoor air temperature is greater than 45°F (7°C). Ves- tibule heating and cooling systems shall be controlled by a thermostat located in the vestibule configured to limit heating to a temperature not greater than 60°F (16°C) and cooling to a temperature not less than 85°F (29°C). Control of heating or cooling provided by site-recovered energy or transfer air that would otherwise be exhausted. Hot water boilers that supply heat to the building through one- or two-pipe heating systems shall have an outdoor setback control that lowers the boiler water temperature based on the outdoor temperature. Any directly conditioned space with operable wall or roof openings to the outdoors shall be equipped with interlock controls that disable or reset the tempera- ture setpoint for mechanical heating and cooling. The reset setpoint for mechanical heating shall be 55°F and for mechanical cooling, 90°F. The system shutoff or setpoint temperature reset shall activate within 5 minutes of any such operable wall or roof opening being opened. Interlock controls are not required for systems and spaces as follows: 1. On doors with automatic closing devices. 2. For vestibules or revolving doors. 3. For any space without a thermostatic con- trol (a thermostat or space temperature sen- sor used to control heating or cooling to the space). Overhead doors, cargo doors, sliding doors, folding and accordion-style wall systems, and other loading dock-style doors that open to the outdoors shall be equipped with interlock controls that disable the heating, cooling and humidity control equipment that serves the area or zone adjacent to the door. The shutoff shall activate prior to the door being 25 per- cent open. A shutoff override, designed to be used when vehicles are parked in the doorway, may be included on doors equipped with weatherseals. The override must automatically deactivate when the vehicle is removed. 1. Areas where HVAC equipment must remain on for safety, sanitation or other health-related reasons. 2. Areas heated by radiant heating systems. 3. The shutoff override shall activate within 5 minutes in groups U, SI, and B motor vehi- cle showroom occupancies. Each zone shall be provided with thermostatic setback controls that are con- trolled by either an automatic time clock or programmable control system. 1.Zones that will be operated continuously. 2.Zones with a full HVAC load demand not exceeding 6,800 Btu/h (2 kW) and having a man- ual shutoff switch located with ready access. Thermostatic setback controls shall be configured to set back or temporarily operate the system to maintain zone temperatures down to 55°F (13°C) or up to 85°F (29°C). Automatic time clock or programmable con- trols shall be capable of starting and stopping the system for seven different daily schedules per week and retaining their programming and time setting during a loss of power for not fewer than 10 hours. Additionally, the controls shall have a manual override that allows temporary operation of the system for up to 2 hours; a manually operated timer configured to operate the sys- tem for up to 2 hours; or an occupancy sensor. Automatic start controls shall be provided for each HVAC system. The controls shall be configured to automatically adjust the daily start time of the HVAC system in order to bring each space to the desired occupied temperature immediately prior to scheduled occupancy. The heating of fluids that have been previously mechanically cooled and the cool- ing of fluids that have been previously mechanically heated shall be limited in accordance with Sections C403.4.3.1 through C403.4.3.3. Hydronic heating systems comprised of multiple-packaged boilers and designed to deliver condi- tioned water or steam into a common distribution system shall include automatic controls configured to sequence operation of the boilers. Hydronic heating systems composed of a sin- gle boiler and greater than 500,000 Btu/h (146.5 kW) input design capacity shall include either a multistaged or modulat- ing burner. Hydronic systems that use a common return system for both hot water and chilled water are prohibited. Systems that use a common distribution system to supply both heated and chilled water shall be designed to allow a deadband between changeover from one mode to the other of not less than 15°F (8.3°C) outside air tempera- tures; be designed to and provided with controls that will allow operation in one mode for not less than 4 hours before changing over to the other mode; and be provided with controls that allow heating and cooling supply temperatures at the changeover point to be not more than 30°F (16.7°C) apart. Hydronic heat pump systems shall comply with Sections C403.4.3.3.1 through C403.4.3.3.3. Hydronic heat pumps connected to a common heat pump water loop with central devices for heat rejection and heat addition shall have controls that are config- ured to provide a heat pump water supply tempera- ture deadband of not less than 20°F (11°C) between initiation of heat rejection and heat addition by the central devices. Where a system loop temperature optimization controller is installed and can deter- mine the most efficient operating temperature based on real-time conditions of demand and capacity, deadbands of less than 20°F (11°C) shall be permitted. The following shall apply to hydronic water loop heat pump systems: 1. Where a closed-circuit cooling tower is used directly in the heat pump loop, either an auto- matic valve shall be installed to bypass the flow of water around the closed-circuit cool- ing tower, except for any flow necessary for freeze protection, or low-leakage positive-clo- sure dampers shall be provided. 2. Where an open-circuit cooling tower is used directly in the heat pump loop, an automatic valve shall be installed to bypass all heat pump water flow around the open-circuit cool- ing tower. 3. Where an open-circuit cooling tower is used in conjunction with a separate heat exchanger to isolate the open-circuit cooling tower from the heat pump loop, heat loss shall be controlled by shutting down the circulation pump on the cooling tower loop. Where it can be demonstrated that a heat pump system will be required to reject heat throughout the year. Each hydronic heat pump on the hydronic system having a total pump system power exceeding 10 hp (7.5 kW) shall have a two-position valve. Hydronic systems greater than or equal to 300,000 Btu/h (87.9 kW) in design output capac- ity supplying heated or chilled water to comfort conditioning systems shall include controls that are configured to do all of the following: 1. Automatically reset the supply-water temperatures in response to varying building heating and cooling demand using coil valve position, zone-return water temperature, building-return water temperature or outside air temperature. The temperature shall be reset by not less than 25 percent of the design sup- ply-to-return water temperature difference. 2. Automatically vary fluid flow for hydronic systems with a combined pump motor capacity of 2 hp (1.5 kW) or larger with three or more control valves or other devices by reducing the system design flow rate by not less than 50 percent or the maximum reduction allowed by the equipment manufacturer for proper operation of equipment by valves that modulate or step open and close, or pumps that mod- ulate or turn on and off as a function of load. 3. Automatically vary pump flow on heating-water systems, chilled-water systems and heat rejection loops serving water-cooled unitary air conditioners as follows: 3.1. Where pumps operate continuously or oper- ate based on a time schedule, pumps with nominal output motor power of 2 hp or more shall have a variable speed drive. 3.2. Where pumps have automatic direct digital control configured to operate pumps only when zone heating or cooling is required, a variable speed drive shall be provided for pumps with motors having the same or greater nominal output power indicated in Table C403.4.4 based on the system served. 4. Where a variable speed drive is required by Item 3 of this Section, pump motor power input shall be not more than 30 percent of design wattage at 50 percent of the design water flow. Pump flow shall be con- trolled to maintain one control valve nearly wide open or to satisfy the minimum differential pressure. 1. Supply-water temperature reset is not required for chilled-water systems supplied by off-site dis- trict chilled water or chilled water from ice stor- age systems. 2. Variable pump flow is not required on dedicated coil circulation pumps where needed for freeze protection. 3. Variable pump flow is not required on dedicated equipment circulation pumps where configured in primary/secondary design to provide the mini- mum flow requirements of the equipment manu- facturer for proper operation of equipment. 4. Variable speed drives are not required on heating water pumps where more than 50 percent of annual heat is generated by an electric boiler. Chilled water plants including more than one chiller shall be capable of and configured to reduce flow automatically through the chiller plant when a chiller is shut down. Chillers piped in series for the purpose of increased temperature differential shall be considered as one chiller. Boiler systems including more than one boiler shall be capable of and configured to reduce flow automatically through the boiler system when a boiler is shut down. Economizers shall comply with Sections C403.5.1 through C403.5.5. An air or water economizer shall be provided for the fol- lowing cooling systems: 1. Chilled water systems with a total cooling capacity, less cooling capacity provided with air economizers specified in Table C403.5. 2. Individual fan systems with cooling capacity greater than or equal to 54,000 Btu/h (15.8 kW) in buildings having other than a Group R occupancy, The total supply capacity of all fan cooling units not provided with economizers shall not exceed 20 percent of the total supply capacity of all fan cooling units in the building or 300,000 Btu/h (88 kW), whichever is greater. 3. Individual fan systems with cooling capacity greater than or equal to 270,000 Btu/h (79.1 kW) in buildings having a Group R occupancy. The total supply capacity of all fan cooling units not provided with economizers shall not exceed 20 percent of the total supply capacity of all fan cooling units in the building or 1,500,000 Btu/h (440 kW), whichever is greater. Economizers are not required for the follow- ing systems. 1. Where more than 25 percent of the air designed to be supplied by the system is to spaces that are designed to be humidified above 35°F (1.7°C) dew- point temperature to satisfy process needs. 2. Systems serving supermarket areas with open refrig- erated casework. 3. Systems that include a heat recovery system in accordance with Section C403.9.5. Economizer systems shall be integrated with the mechanical cooling system and be configured to provide partial cooling even where additional mechanical cooling is required to provide the remainder of the cooling load. Controls shall not be capable of creating a false load in the mechanical cooling systems by limiting or disabling the economizer or any other means, such as hot gas bypass, except at the lowest stage of mechanical cooling. Units that include an air economizer shall comply with the following: 1. Unit controls shall have the mechanical cooling capacity control interlocked with the air economizer controls such that the outdoor air damper is at the 100-percent open position when mechanical cooling is on and the outdoor air damper does not begin to close to prevent coil freezing due to minimum com- pressor run time until the leaving air temperature is less than 45°F (7°C). 2. Direct expansion (DX) units that control 75,000 Btu/ h (22 kW) or greater of rated capacity of the capac- ity of the mechanical cooling directly based on occupied space temperature shall have not fewer than two stages of mechanical cooling capacity. 3. Other DX units, including those that control space temperature by modulating the airflow to the space, shall be in accordance with Table C403.5.1. HVAC system design and economizer controls shall be such that economizer operation does not increase building heating energy use during normal operation. Economizers on variable air volume (VAV) systems that cause zone level heating to increase because of a reduction in supply air temperature. 5B —≥ 7.5 hp —5B≥ 10 hp Where economizers are required by Section C403.5, air economizers shall comply with Sections C403.5.3.1 through C403.5.3.5. Air economizer systems shall be configured to modulate outdoor air and return air dampers to provide up to 100 percent of the design supply air quantity as outdoor air for cooling. Economizer controls and dampers shall be configured to sequence the dampers with the mechanical cooling equipment and shall not be controlled by only mixed-air temperature. The use of mixed-air temperature limit control shall be permitted for systems controlled from space temperature (such as single-zone sys- tems). Air economizers shall be configured to automatically reduce outdoor air intake to the design minimum outdoor air quantity when outdoor air intake will not reduce cooling energy usage. High-limit shutoff control types for specific cli- mates shall be chosen from Table C403.5.3.3. High- limit shutoff control settings for these control types shall be those specified in Table C403.5.3.3. Systems shall be capable of relieving excess outdoor air during air economizer operation to prevent overpressurizing the building. The relief air outlet shall be located to avoid recirculation into the building. Return, exhaust/ relief and outdoor air dampers used in economizers shall comply with Section C403.7.7. Where economizers are required by Section C403.5, water-side economizers shall comply with Sections C403.5.4.1 and C403.5.4.2. Water economizer sys- tems shall be configured to cool supply air by indirect evaporation and providing up to 100 percent of the expected system cooling load at outdoor air tempera- tures of not greater than 50°F (10°C) dry bulb/45°F (7°C) wet bulb. 1. Systems primarily serving computer rooms in which 100 percent of the expected system cooling load at 40°F (4°C) dry bulb/35°F (1.7°C) wet bulb is met with evaporative water economizers. 2. Systems primarily serving computer rooms with dry cooler water economizers that satisfy 100 percent of the expected system cooling load at 35°F (1.7°C) dry bulb. 3. Systems where dehumidification requirements cannot be met using outdoor air temperatures of 50°F (10°C) dry bulb/45°F (7°C) wet bulb and where 100 percent of the expected system cooling load at 45°F (7°C) dry bulb/40°F (4°C) wet bulb is met with evaporative water economizers. Precooling coils and water-to-water heat exchangers used as part of a water economizer system shall either have a water- side pressure drop of less than 15 feet (45 kPa) of water or a secondary loop shall be created so that the coil or heat exchanger pressure drop is not seen by the circu- lating pumps when the system is in the normal cooling (noneconomizer) mode. Air-cooled unitary direct-expansion units listed in Tables C403.3.2(1) through C403.3.2(3) and vari- able refrigerant flow (VRF) units that are equipped with an economizer in accordance with Sections C403.5 through C403.5.4 shall include a fault detection and diagnostics system complying with the following: 1. The following temperature sensors shall be perma- nently installed to monitor system operation: 1.1. Outside air. 1.2. Supply air. 1.3. Return air. For SI: 1 British thermal unit per hour = 0.2931 W. 5B 1,320,000 Btu/h 1,720,000 Btu/h For SI: 1 British thermal unit per hour = 0.2931 W. a. For mechanical cooling stage control that does not use variable compressor displacement, the percent displacement shall be equivalent to the mechanical cooling capacity reduction evaluated at the full load rating conditions for the compressor. ≥ 65,000 Btu/h and < 240,000 Btu/h 3 stages ≤ 35% of full load ≥ 240,000 Btu/h 4 stages ≤ 25% full load 2. Temperature sensors shall have an accuracy of ±2°F (1.1°C) over the range of 40°F to 80°F (4°C to 26.7°C). 3. Refrigerant pressure sensors, where used, shall have an accuracy of ±3 percent of full scale. 4. The unit controller shall be configured to provide system status by indicating the following: 4.1. Free cooling available. 4.2. Economizer enabled. 4.3. Compressor enabled. 4.4. Heating enabled. 4.5. Mixed air low limit cycle active. 4.6. The current value of each sensor. 5. The unit controller shall be capable of manually ini- tiating each operating mode so that the operation of compressors, economizers, fans and the heating sys- tem can be independently tested and verified. 6. The unit shall be configured to report faults to a fault management application available for access by day-to-day operating or service personnel, or annun- ciated locally on zone thermostats. 7. The fault detection and diagnostics system shall be configured to detect the following faults: 7.1. Air temperature sensor failure/fault. 7.2. Not economizing when the unit should be economizing. 7.3. Economizing when the unit should not be economizing. 7.4. Damper not modulating. 7.5. Excess outdoor air. Sections C403.6.1 through C403.6.9 shall apply to mechanical systems serving multiple zones. Supply air systems serving multiple zones shall be variable air volume (VAV) systems that have zone controls configured to reduce the volume of air that is reheated, recooled or mixed in each zone to one of the following: 1. Twenty percent of the zone design peak supply for systems with DDC and 30 percent for other systems. 2. Systems with DDC where all of the following apply: 2.1. The airflow rate in the deadband between heating and cooling does not exceed 20 per- cent of the zone design peak supply rate or higher allowed rates under Items 3, 4 and 5 of this section. 2.2. The first stage of heating modulates the zone supply air temperature setpoint up to a maxi- mum setpoint while the airflow is main- tained at the deadband flow rate. 2.3. The second stage of heating modulates the airflow rate from the deadband flow rate up to the heating maximum flow rate that is less than 50 percent of the zone design peak sup- ply rate. 3. The outdoor airflow rate required to meet the mini- mum ventilation requirements of Chapter 4 of the International Mechanical Code. 4. Any higher rate that can be demonstrated to reduce overall system annual energy use by offsetting re- heat/recool energy losses through a reduction in out- door air intake for the system as approved by the code official. 5. The airflow rate required to comply with applicable codes or accreditation standards such as pressure relationships or minimum air change rates. The following individual zones or entire air distribution systems are exempted from the require- ment for VAV control: 1.Zones or supply air systems where not less than 75 percent of the energy for reheating or for pro- viding warm air in mixing systems is provided from a site-recovered, including condenser heat, or site-solar energy source. For SI: 1 foot = 305 mm, °C = (°F - 32)/1.8, 1 Btu/lb = 2.33 kJ/kg. a. At altitudes substantially different than sea level, the fixed enthalpy limit shall be set to the enthalpy value at 75°F and 50-percent relative humidity. As an example, at approximately 6,000 feet elevation, the fixed enthalpy limit is approximately 30.7 Btu/lb. b. Devices with selectable setpoints shall be capable of being set to within 2°F and 2 Btu/lb of the setpoint listed. Fixed dry bulb 5B TOA > 75°F Outdoor air temperature exceeds 75°F Differential dry bulb 5B TOA > TRA Outdoor air temperature exceeds return air temperature Fixed enthalpy with fixed dry-bulb temperatures All hOA > 28 Btu/lba or TOA > 75°F Outdoor air enthalpy exceeds 28 Btu/lb of dry aira or Outdoor air temperature exceeds 75°F Differential enthalpy with fixed dry-bulb temperature All hOA > hRA or TOA > 75°F Outdoor air enthalpy exceeds return air enthalpy or Outdoor air temperature exceeds 75°F 2. Systems that prevent reheating, recooling, mixing or simultaneous supply of air that has been previ- ously cooled, either mechanically or through the use of economizer systems, and air that has been previously mechanically heated. Single-duct VAV systems shall use terminal devices capa- ble of and configured to reduce the supply of primary sup- ply air before reheating or recooling takes place. Systems that have one warm air duct and one cool air duct shall use terminal devices that are configured to reduce the flow from one duct to a minimum before mix- ing of air from the other duct takes place. Individual dual-duct or mixing heat- ing and cooling systems with a single fan and with total capacities greater than 90,000 Btu/h [(26.4 kW) 7.5 tons] shall not be equipped with air economizers. Multi- ple-zone HVAC systems shall include controls that auto- matically reset the supply-air temperature in response to representative building loads, or to outdoor air tempera- ture. The controls shall be configured to reset the supply air temperature not less than 25 percent of the difference between the design supply-air temperature and the design room air temperature. 1. Systems that prevent reheating, recooling or mix- ing of heated and cooled supply air. 2. Seventy-five percent of the energy for reheating is from site-recovered or site-solar energy sources. 3.Zones with peak supply air quantities of 300 cfm (142 L/s) or less. Multiple-zone VAV systems with direct digital control of individual zone boxes reporting to a cen- tral control panel shall have automatic controls configured to reduce outdoor air intake flow below design rates in response to changes in system ventilation efficiency (Ev) as defined by the International Mechanical Code. 1. VAV systems with zonal transfer fans that recir- culate air from other zones without directly mix- ing it with outdoor air, dual-duct dual-fan VAV systems, and VAV systems with fan-powered ter- minal units. 2. Systems where total design exhaust airflow is more than 70 percent of total design outdoor air intake flow requirements. Parallel-flow fan-powered VAV air terminals shall have automatic controls configured to: 1. Turn off the terminal fan except when space heating is required or where required for ventilation. 2. Turn on the terminal fan as the first stage of heating before the heating coil is activated. 3. During heating for warmup or setback temperature control, either: 3.1. Operate the terminal fan and heating coil without primary air. 3.2. Reverse the terminal damper logic and pro- vide heating from the central air handler by primary air. For systems with direct digital control of individual zones reporting to the central control panel, the static pressure setpoint shall be reset based on the zone requiring the most pressure. In such case, the setpoint is reset lower until one zone damper is nearly wide open. The direct digital controls shall be capable of monitoring zone damper positions or shall have an alternative method of indicating the need for static pres- sure that is configured to provide all of the following: 1. Automatic detection of any zone that excessively drives the reset logic. 2. Generation of an alarm to the system operational location. 3. Allowance for an operator to readily remove one or more zones from the reset algorithm. Static pressure sensors used to control VAV fans shall be located such that the controller setpoint is not greater than 1.2 inches w.c. (299 Pa). Where this results in one or more sensors being located downstream of major duct splits, not less than one sensor shall be located on each major branch to ensure that static pressure can be maintained in each branch. In addition to other requirements of Section C403 applicable to the provision of ventilation air or the exhaust of air, ventila- tion and exhaust systems shall be in accordance with Sections C403.7.1 through C403.7.7. Demand control ventilation (DCV) shall be provided for spaces larger than 500 square feet (46.5 m2) and with an average occupant load of 25 people or greater per 1,000 square feet (93 m2) of floor area, as established in Table 403.3.1.1 of the International Mechanical Code, and served by systems with one or more of the following: 1. An air-side economizer. 2. Automatic modulating control of the outdoor air damper. 3. A design outdoor airflow greater than 3,000 cfm (1416 L/s). 1. Systems with energy recovery complying with Section C403.7.4. 2. Multiple-zone systems without direct digital con- trol of individual zones communicating with a central control panel. 3. Systems with a design outdoor airflow less than 1,200 cfm (566 L/s). 4. Spaces where the supply airflow rate minus any makeup or outgoing transfer air requirement is less than 1,200 cfm (566 L/s). 5. Ventilation provided only for process loads. Enclosed parking garages used for storing or handling automobiles operating under their own power shall employ contamination-sensing devices and auto- matic controls configured to stage fans or modulate fan average airflow rates to 50 percent or less of design capac- ity, or intermittently operate fans less than 20 percent of the occupied time or as required to maintain acceptable contaminant levels in accordance with International Mechanical Code provisions. Failure of contamination- sensing devices shall cause the exhaust fans to operate continuously at design airflow. 1. Garages with a total exhaust capacity less than 22,500 cfm (10 620 L/s) with ventilation systems that do not utilize heating or mechanical cooling. 2. Garages that have a garage area to ventilation system motor nameplate power ratio that exceeds 1125 cfm/hp (710 L/s/kW) and do not utilize heating or mechanical cooling. Units that provide ventilation air to multiple zones and operate in conjunction with zone heating and cooling sys- tems shall not use heating or heat recovery to warm supply air to a temperature greater than 60°F (16°C) when repre- sentative building loads or outdoor air temperatures indi- cate that the majority of zones require cooling. Where the supply airflow rate of a fan system exceeds the values specified in Table C403.7.4, the system shall include an energy recovery system. The energy recovery system shall be configured to provide a change in the enthalpy of the outdoor air supply of not less than 50 percent of the difference between the outdoor air and return air enthalpies, at design conditions. Where an air economizer is required, the energy recovery system shall include a bypass or controls that permit operation of the economizer as required by Section C403.5. An energy recovery ventilation system shall not be required in any of the following conditions: 1. Where energy recovery systems are prohibited by the International Mechanical Code. 2. Laboratory fume hood systems that include not fewer than one of the following features: 2.1. Variable-air-volume hood exhaust and room supply systems configured to reduce exhaust and makeup air volume to 50 percent or less of design values. 2.2. Direct makeup (auxiliary) air supply equal to or greater than 75 percent of the exhaust rate, heated not warmer than 2°F (1.1°C) above room setpoint, cooled to not cooler than 3°F (1.7°C) below room setpoint, with no humidification added, and no simultaneous heating and cooling used for dehumidification control. 3. Systems serving spaces that are heated to less than 60°F (15.5°C) and that are not cooled. 4. Where more than 60 percent of the outdoor heating energy is provided from site-recovered or site-solar energy. 5. Cooling energy recovery in Climate Zones 3C, 4C, 5B, 5C, 6B, 7 and 8. 6. Systems requiring dehumidification that employ energy recovery in series with the cooling coil. 7. Where the largest source of air exhausted at a single location at the building exterior is less than 75 percent of the design outdoor air flow rate. 8. Systems expected to operate less than 20 hours per week at the outdoor air percentage. 9. Systems exhausting toxic, flammable, paint or corrosive fumes or dust. 10. Commercial kitchen hoods used for collecting and removing grease vapors and smoke. Replacement air introduced directly into the exhaust hood cavity shall not be greater than 10 percent of the hood exhaust airflow rate. Conditioned supply air delivered to any space shall not exceed the greater of the following: 1. The ventilation rate required to meet the space heat- ing or cooling load. 2. The hood exhaust flow minus the available transfer air from adjacent space where available transfer air is considered to be that portion of outdoor ventila- tion air not required to satisfy other exhaust needs, such as restrooms, and not required to maintain pres- surization of adjacent spaces. Where total kitchen hood exhaust airflow rate is greater than 5,000 cfm (2360 L/s), each hood shall be a factory- built commercial exhaust hood listed by a nationally rec- ognized testing laboratory in compliance with UL 710. Each hood shall have a maximum exhaust rate as specified in Table C403.7.5 and shall comply with one of the fol- lowing: 1. Not less than 50 percent of all replacement air shall be transfer air that would otherwise be exhausted. 2. Demand ventilation systems on not less than 75 per- cent of the exhaust air that are configured to provide not less than a 50-percent reduction in exhaust and replacement air system airflow rates, including con- trols necessary to modulate airflow in response to appliance operation and to maintain full capture and containment of smoke, effluent and combustion products during cooking and idle. 3. Listed energy recovery devices with a sensible heat recovery effectiveness of not less than 40 percent on not less than 50 percent of the total exhaust airflow. Where a single hood, or hood section, is installed over appliances with different duty ratings, the maximum allowable flow rate for the hood or hood section shall be based on the requirements for the highest appliance duty rating under the hood or hood section. Where not less than 75 percent of all the replacement air is transfer air that would otherwise be exhausted. In Group R-1 buildings con- taining more than 50 guestrooms, each guestroom shall be provided with controls complying with the provisions of Sections C403.7.6.1 and C403.7.6.2. Card key controls comply with these requirements. Controls shall be provided on each HVAC system that are ca- pable of and configured to automatically raise the cool- ing setpoint and lower the heating setpoint by not less than 4°F (2°C) from the occupant setpoint within 30 minutes after the occupants have left the guestroom. The controls shall be capable of and configured to auto- matically raise the cooling setpoint to not lower than 80°F (27°C) and lower the heating setpoint to not higher than 60°F (16°C) when the guestroom is unrented or has not been continuously occupied for more than 16 hours or a networked guestroom control system indicates that the guestroom is unrented and the guestroom is unoccupied for more than 30 minutes. A networked guestroom control system that is capable of returning the thermostat setpoints to default occupied setpoints 60 minutes prior to the time a guestroom is scheduled to be occupied is not precluded by this sec- tion. Cooling that is capable of limiting relative humid- ity with a setpoint not lower than 65-percent relative humidity during unoccupied periods is not precluded by this section. Controls shall be provided on each HVAC system that are capable of and configured to automatically turn off the ventilation and exhaust fans within 30 minutes of the occupants leav- ing the guestroom, or isolation devices shall be pro- vided to each guestroom that are capable of automatically shutting off the supply of outdoor air to and exhaust air from the guestroom. Guestroom ventilation systems are not precluded from having an automatic daily pre-occu- pancy purge cycle that provides daily outdoor air ventilation during unrented periods at the design ventilation rate for 60 minutes, or at a rate and dura- tion equivalent to one air change. Outdoor air intake and exhaust openings and stairway and shaft vents shall be provided with Class I motorized dampers. The dampers shall have an air leakage rate not greater than 4 cfm/ft2 (20.3 L/s • m2) of damper surface area at 1.0 inch water gauge (249 Pa) and shall be labeled by an approved agency when tested in accordance with AMCA 500D for such purpose. Outdoor air intake and exhaust dampers shall be installed with automatic controls configured to close when the systems or spaces served are not in use or during unoc- cupied period warm-up and setback operation, unless the systems served require outdoor or exhaust air in accor- dance with the International Mechanical Code or the dampers are opened to provide intentional economizer cooling. For SI: 1 cfm = 0.4719 L/s. ≥≥≥≥≥≥≥≥ 5B ≥ 2,500 ≥ 2,000 ≥ 1,000 ≥ 500 ≥ 140 ≥ 120 ≥ 100 ≥ 80 For SI:1 cfm = 0.4719 L/s; 1 foot = 305 mm. NA = Not Allowed. Wall-mounted canopy 140 210 280 385 Single island 280 350 420 490 Double island (per side)175 210 280 385 Eyebrow 175 175 NA NA Backshelf/Pass-over 210 210 280 NA Stairway and shaft vent dampers shall be installed with automatic controls configured to open upon the activation of any fire alarm initiating device of the building’s fire alarm system or the interruption of power to the damper. Nonmotorized gravity dampers shall be an alternative to motorized dampers for exhaust and relief openings as follows: 1. In buildings less than three stories in height above grade plane. 2. Where the design exhaust capacity is not greater than 300 cfm (142 L/s). Nonmotorized gravity dampers shall have an air leak- age rate not greater than 20 cfm/ft2 (101.6 L/s • m2) where not less than 24 inches (610 mm) in either dimension and 40 cfm/ft2 (203.2 L/s • m2) where less than 24 inches (610 mm) in either dimension. The rate of air leakage shall be determined at 1.0 inch water gauge (249 Pa) when tested in accordance with AMCA 500D for such purpose. The dampers shall be labeled by an approved agency. Fans in HVAC systems shall comply with Sections C403.8.1 through C403.8.5.1. Each HVAC system having a total fan system motor nameplate horsepower exceeding 5 hp (3.7 kW) at fan system design conditions shall not exceed the allowable fan system motor nameplate hp (Option 1) or fan system bhp (Option 2) shown in Table C403.8.1(1). This includes supply fans, exhaust fans, return/relief fans, and fan-powered terminal units associated with systems providing heating or cooling capability. Single-zone variable air volume systems shall comply with the constant volume fan power limitation. 1. Hospital, vivarium and laboratory systems that utilize flow control devices on exhaust or return to maintain space pressure relationships neces- sary for occupant health and safety or environ- mental control shall be permitted to use variable volume fan power limitation. 2. Individual exhaust fans with motor nameplate horsepower of 1 hp (0.746 kW) or less are exempt from the allowable fan horsepower requirement. For each fan, the fan brake horsepower shall be indicated on the construction documents and the selected motor shall be not larger than the first available motor size greater than the following: 1. For fans less than 6 bhp (4413 W), 1.5 times the fan brake horsepower. 2. For fans 6 bhp (4413 W) and larger, 1.3 times the fan brake horsepower. 3. Systems complying with Section C403.8.1 fan sys- tem motor nameplate hp (Option 1). Fans with motor nameplate horsepower less than 1 hp (746 W) are exempt from this section. Fans shall have a fan efficiency grade (FEG) of not less than 67, as deter- mined in accordance with AMCA 205 by an approved, independent testing laboratory and labeled by the manu- facturer. The total efficiency of the fan at the design point of operation shall be within 15 percentage points of the maximum total efficiency of the fan. The following fans are not required to have a fan efficiency grade: 1. Fans of 5 hp (3.7 kW) or less as follows: 1.1. Individual fans with a motor nameplate horsepower of 5 hp (3.7 kW) or less, unless Exception 1.2 applies. 1.2. Multiple fans in series or parallel that have a combined motor nameplate horse- power of 5 hp (3.7 kW) or less and are operated as the functional equivalent of a single fan. 2. Fans that are part of equipment covered in Sec- tion C403.3.2. 3. Fans included in an equipment package certified by an approved agency for air or energy perfor- mance. 4. Powered wall/roof ventilators. 5. Fans outside the scope of AMCA 205. 6. Fans that are intended to operate only during emergency conditions. Motors for fans that are not less than 1/12 hp (0.062 kW) and less than 1 hp (0.746 kW) shall be electronically com- mutated motors or shall have a minimum motor efficiency of 70 percent, rated in accordance with DOE 10 CFR 431. These motors shall have the means to adjust motor speed for either balancing or remote control. The use of belt- driven fans to sheave adjustments for airflow balancing instead of a varying motor speed shall be permitted. The following motors are not required to comply with this section: 1. Motors in the airstream within fan coils and ter- minal units that only provide heating to the space served. 2. Motors in space-conditioning equipment that comply with Section C403.3.2 or Sections C403.8.1. through C403.8.3. 3. Motors that comply with Section C405.7. For SI: 1 bhp = 735.5 W, 1 hp = 745.5 W, 1 cfm = 0.4719 L/s. where: CFMS = The maximum design supply airflow rate to conditioned spaces served by the system in cubic feet per minute. hp = The maximum combined motor nameplate horsepower. bhp = The maximum combined fan brake horsepower. A =Sum of [PD × CFMD / 4131]. where: PD = Each applicable pressure drop adjustment from Table C403.8.1(2) in. w.c. CFMD = The design airflow through each applicable device from Table C403.8.1(2) in cubic feet per minute. Option 1: Fan system motor nameplate hp Allowable nameplate motor hp hp ≤ CFMS × 0.0011 hp ≤ CFMS × 0.0015 Option 2: Fan system bhp Allowable fan system bhp bhp ≤ CFMS × 0.00094 + A bhp ≤ CFMS × 0.0013 + A For SI: 1 inch w.c. = 249 Pa, 1 inch = 25.4 mm. w.c. = water column, NC = Noise criterion. Return air or exhaust systems required by code or accreditation standards to be fully ducted, or systems required to maintain air pressure differentials between adjacent rooms 0.5 inch w.c. (2.15 inches w.c. for laboratory and vivarium systems) Return and exhaust airflow control devices 0.5 inch w.c. Exhaust filters, scrubbers or other exhaust treatment The pressure drop of device calculated at fan system design condition Particulate filtration credit: MERV 9 thru 12 0.5 inch w.c. Particulate filtration credit: MERV 13 thru 15 0.9 inch w.c. Particulate filtration credit: MERV 16 and greater and electronically enhanced filters Pressure drop calculated at 2x clean filter pressure drop at fan system design condition. Carbon and other gas-phase air cleaners Clean filter pressure drop at fan system design condition. Biosafety cabinet Pressure drop of device at fan system design condition. Energy recovery device, other than coil runaround loop For each airstream, (2.2 × energy recovery effectiveness – 0.5) inch w.c. Coil runaround loop 0.6 inch w.c. for each airstream. Evaporative humidifier/cooler in series with another cooling coil Pressure drop of device at fan system design conditions. Sound attenuation section (fans serving spaces with design background noise goals below NC35)0.15 inch w.c. Exhaust system serving fume hoods 0.35 inch w.c. Laboratory and vivarium exhaust systems in high-rise buildings 0.25 inch w.c./100 feet of vertical duct exceeding 75 feet. Systems without central cooling device - 0.6 inch w.c. Systems without central heating device - 0.3 inch w.c. Systems with central electric resistance heat - 0.2 inch w.c. Mechanical ventilation system fans less than 1/12 horsepower in capac- ity shall meet the efficacy requirements of Table C403.8.5. 1. Where ventilation fans are a component of a listed heating or cooling appliance. 2. Dryer exhaust duct power ventilators, domestic range hoods and domestic range booster fans that operate intermittently. Controls shall be provided for fans in accordance with Section C403.8.6.1 and as required for specific systems provided in Section C403. Each cooling system listed in Table C403.8.6.1 shall be designed to vary the indoor fan airflow as a function of load and shall com- ply with the following requirements: 1. Direct expansion (DX) and chilled water cooling units that control the capacity of the mechanical cooling directly based on space temperature shall have not fewer than two stages of fan control. Low or minimum speed shall not be greater than 66 percent of full speed. At low or minimum speed, the fan system shall draw not more than 40 percent of the fan power at full fan speed. Low or minimum speed shall be used during periods of low cooling load and ventilation-only operation. 2. Other units including DX cooling units and chilled water units that control the space tempera- ture by modulating the airflow to the space shall have modulating fan control. Minimum speed shall be not greater than 50 percent of full speed. At minimum speed the fan system shall draw not more than 30 percent of the power at full fan speed. Low or minimum speed shall be used during periods of low cooling load and ventila- tion-only operation. 3. Units that include an air-side economizer in accordance with Section C403.5 shall have not fewer than two speeds of fan control during econ- omizer operation. 1.Modulating fan control is not required for chilled water and evaporative cooling units with fan motors of less than 1 hp (0.746 kW) where the units are not used to provide ventila- tion air and the indoor fan cycles with the load. 2. Where the volume of outdoor air required to comply with the ventilation requirements of the International Mechanical Code at low speed exceeds the air that would be delivered at the speed defined in Section C403.8.6, the minimum speed shall be selected to provide the required ventilation air. For SI: 1 British thermal unit per hour = 0.2931 W; 1 hp = 0.746 kW. Heat rejection equip- ment, including air-cooled condensers, dry coolers, open-cir- cuit cooling towers, closed-circuit cooling towers and evaporative condensers, shall comply with this section. Heat rejection devices where energy usage is included in the equipment efficiency ratings listed in Tables C403.3.2(6) and C403.3.2(7). Each fan system powered by an individual motor or array of motors with connected power, including the motor service factor, totaling 5 hp (3.7 kW) or more shall have controls and devices config- ured to automatically modulate the fan speed to control the leaving fluid temperature or condensing temperature and pressure of the heat rejection device. Fan motor power input shall be not more than 30 percent of design wattage at 50 percent of the design airflow. 1. Fans serving multiple refrigerant or fluid cooling circuits. 2. Condenser fans serving flooded condensers. Multi- ple-cell heat rejection equipment with variable speed fan drives shall be controlled to operate the maximum number of fans allowed that comply with the manufacturer’s requirements for all system components and so that all fans operate at the same fan speed required for the instan- taneous cooling duty, as opposed to staged on and off operation. The minimum fan speed shall be the minimum allowable speed of the fan drive system in accordance with the manufacturer’s recommendations. Centrifugal fan open-circuit cooling tow- ers with a combined rated capacity of 1,100 gpm (4164 L/ m) or greater at 95°F (35°C) condenser water return, 85°F (29°C) condenser water supply, and 75°F (24°C) outdoor air wet-bulb temperature shall meet the energy efficiency HRV or ERV Any 1.2 cfm/watt Any In-line fan Any 3.8 cfm/watt Any Bathroom, utility room 10 2.8 cfm/watt < 90 Bathroom, utility room 90 3.5 cfm/watt Any DX cooling Any ≥ 65,000 Btu/h Chilled water and evaporative cooling ≥ 1/4 hp Any requirement for axial fan open-circuit cooling towers listed in Table C403.3.2(8). Centrifugal open-circuit cooling towers that are designed with inlet or discharge ducts or require external sound attenuation. Open-circuit cooling tow- ers used on water-cooled chiller systems that are configured with multiple- or variable-speed condenser water pumps shall be designed so that all open- circuit cooling tower cells can be run in parallel with the larger of the flow that is pro- duced by the smallest pump at its minimum expected flow rate or at 50 percent of the design flow for the cell. Con- denser heat recovery shall be installed for heating or reheating of service hot water provided that the facility operates 24 hours a day, the total installed heat capacity of water-cooled systems exceeds 6,000,000 Btu/hr (1758 kW) of heat rejection, and the design service water heating load exceeds 1,000,000 Btu/h (293 kW). The required heat recovery system shall have the capacity to provide the smaller of the following: 1. Sixty percent of the peak heat rejection load at design conditions. 2. The preheating required to raise the peak service hot water draw to 85°F (29°C). 1. Facilities that employ condenser heat recovery for space heating or reheat purposes with a heat recovery design exceeding 30 percent of the peak water-cooled condenser load at design conditions. 2. Facilities that provide 60 percent of their service water heating from site solar or site recovered energy or from other sources. Refrigera- tion equipment shall have an energy use in kWh/day not greater than the values of Tables C403.10.1(1) and C403.10.1(2) when tested and rated in accordance with AHRI Standard 1200. The energy use shall be verified through certi- fication under an approved certification program or, where a certification program does not exist, the energy use shall be supported by data furnished by the equipment manufacturer. Refrigerated warehouse coolers and refrigerated warehouse freezers shall comply with this section. Walk-in coolers and walk-in freezers that are neither site assembled nor site constructed shall comply with the following: 1. Be equipped with automatic door-closers that firmly close walk-in doors that have been closed to within 1 inch (25 mm) of full closure. Automatic closers are not required for doors more than 45 inches (1143 mm) in width or more than 7 feet (2134 mm) in height. 2. Doorways shall have strip doors, curtains, spring- hinged doors or other method of minimizing infil- tration when doors are open. 3.Walk-in coolers and refrigerated warehouse cool- ers shall contain wall, ceiling, and door insulation of not less than R-25 and walk-in freezers and refrigerated warehouse freezers shall contain wall, ceiling and door insulation of not less than R-32. Glazed portions of doors or struc- tural members need not be insulated. 4.Walk-in freezers shall contain floor insulation of not less than R-28. 5. Transparent reach-in doors for walk-in freezers and windows in walk-in freezer doors shall be of triple-pane glass, either filled with inert gas or with heat-reflective treated glass. 6. Windows and transparent reach-in doors for walk- in coolers shall be of double-pane or triple-pane, inert gas-filled, heat-reflective treated glass. 7. Evaporator fan motors that are less than 1 hp (0.746 kW) and less than 460 volts shall use elec- tronically commutated motors, brushless direct- current motors, or 3-phase motors. 8. Condenser fan motors that are less than 1 hp (0.746 kW) shall use electronically commutated motors, permanent split capacitor-type motors or 3-phase motors. 9. Where antisweat heaters without antisweat heater controls are provided, they shall have a total door rail, glass and frame heater power draw of not more than 7.1 W/ft2 (76 W/m2) of door opening for walk-in freezers and 3.0 W/ft2 (32 W/m2) of door opening for walk-in coolers. 10. Where antisweat heater controls are provided, they shall reduce the energy use of the antisweat heater as a function of the relative humidity in the air outside the door or to the condensation on the inner glass pane. 11. Lights in walk-in coolers, walk-in freezers, refrig- erated warehouse coolers and refrigerated ware- house freezers shall either use light sources with an efficacy of not less than 40 lumens per watt, includ- ing ballast losses, or shall use light sources with an efficacy of not less than 40 lumens per watt, includ- ing ballast losses, in conjunction with a device that turns off the lights within 15 minutes when the space is not occupied. Site-assembled or site-constructed walk-in cool- ers and walk-in freezers shall comply with the following: 1. Automatic door closers shall be provided that fully close walk-in doors that have been closed to within 1 inch (25 mm) of full closure. Closers are not required for doors more than 45 inches (1143 mm) in width or more than 7 feet (2134 mm) in height. 2. Doorways shall be provided with strip doors, cur- tains, spring-hinged doors or other method of min- imizing infiltration when the doors are open. 3. Walls shall be provided with insulation having a thermal resistance of not less than R-25, ceilings shall be provided with insulation having a thermal resistance of not less than R-25 and doors of walk- in coolers and walk-in freezers shall be provided with insulation having a thermal resistance of not less than R-32. Insulation is not required for glazed portions of doors or at structural members asso- ciated with the walls, ceiling or door frame. 4. The floor of walk-in freezers shall be provided with insulation having a thermal resistance of not less than R-28. 5. Transparent reach-in doors for and windows in opaque walk-in freezer doors shall be provided with triple-pane glass having the interstitial spaces filled with inert gas or provided with heat-reflec- tive treated glass. 6. Transparent reach-in doors for and windows in opaque walk-in cooler doors shall be double-pane heat-reflective treated glass having the interstitial space gas filled. 7. Evaporator fan motors that are less than 1 hp (0.746 kW) and less than 460 volts shall be elec- tronically commutated motors or 3-phase motors. 8. Condenser fan motors that are less than 1 hp (0.746 kW) in capacity shall be of the electroni- cally commutated or permanent split capacitor- type or shall be 3-phase motors. Fan motors in walk-in coolers and walk-in freezers combined in a single enclo- sure greater than 3,000 square feet (279 m2) in floor area are exempt. 9. Antisweat heaters that are not provided with anti- sweat heater controls shall have a total door rail, glass and frame heater power draw not greater than 7.1 W/ft2 (76 W/m2) of door opening for walk-in freezers, and not greater than 3.0 W/ft2 (32 W/m2) of door opening for walk-in coolers. 10. Antisweat heater controls shall be configured to reduce the energy use of the antisweat heater as a function of the relative humidity in the air outside the door or to the condensation on the inner glass pane. 11. Light sources shall have an efficacy of not less than 40 lumens per Watt, including any ballast losses, or shall be provided with a device that automatically turns off the lights within 15 min- utes of when the walk-in cooler or walk-in freezer was last occupied. Effective January 1, 2020, walk-in coolers and walk-in freezers shall meet the requirements of Tables C403.10.2.1(1), C403.10.2.1(2) and C403.10.2.1(3). Site-assembled or site-constructed refrigerated display cases shall comply with the following: 1. Lighting and glass doors in refrigerated display cases shall be controlled by one of the following: 1.1. Time-switch controls to turn off lights during nonbusiness hours. Timed overrides for display cases shall turn the lights on for up to 1 hour and shall automatically time out to turn the lights off. 1.2. Motion sensor controls on each display case section that reduce lighting power by not less than 50 percent within 3 minutes after the area within the sensor range is vacated. 2. Low-temperature display cases shall incorporate temperature-based defrost termination control with a time-limit default. The defrost cycle shall terminate first on an upper temperature limit breach and sec- ond upon a time limit breach. 3. Antisweat heater controls shall reduce the energy use of the antisweat heater as a function of the rela- tive humidity in the air outside the door or to the condensation on the inner glass pane. Refrigerated display cases, walk-in coolers or walk-in freezers that are served by remote compressors and remote condensers not located in a condensing unit, shall comply with Sections C403.10.4.1 and C403.10.4.2. Systems where the working fluid in the refrigeration cycle goes through both subcritical and super-critical states (transcritical) or that use ammonia refrigerant are exempt. a. V = volume of the chiller or frozen compartment as defined in AHAM-HRF-1. Refrigerator with solid doors Holding Temperature 0.10 × V + 2.04 AHRI 1200 Refrigerator with transparent doors 0.12 × V + 3.34 Freezers with solid doors 0.40 × V + 1.38 Freezers with transparent doors 0.75 × V + 4.10 Refrigerators/freezers with solid doors the greater of 0.12 × V + 3.34 or 0.70 Commercial refrigerators Pulldown 0.126 × V + 3.51 (continued) VOP.RC.M Vertical open Remote condensing Medium 0.82 × TDA + 4.07 AHRI 1200 SVO.RC.M Semivertical open Remote condensing Medium 0.83 × TDA + 3.18 HZO.RC.M Horizontal open Remote condensing Medium 0.35 × TDA + 2.88 VOP.RC.L Vertical open Remote condensing Low 2.27 × TDA + 6.85 HZO.RC.L Horizontal open Remote condensing Low 0.57 × TDA + 6.88 VCT.RC.M Vertical transparent door Remote condensing Medium 0.22 × TDA + 1.95 VCT.RC.L Vertical transparent door Remote condensing Low 0.56 × TDA + 2.61 SOC.RC.M Service over counter Remote condensing Medium 0.51 × TDA + 0.11 VOP.SC.M Vertical open Self-contained Medium 1.74 × TDA + 4.71 SVO.SC.M Semivertical open Self-contained Medium 1.73 × TDA + 4.59 HZO.SC.M Horizontal open Self-contained Medium 0.77 × TDA + 5.55 HZO.SC.L Horizontal open Self-contained Low 1.92 × TDA + 7.08 VCT.SC.I Vertical transparent door Self-contained Ice cream 0.67 × TDA + 3.29 VCS.SC.I Vertical solid door Self-contained Ice cream 0.38 × V + 0.88 HCT.SC.I Horizontal transparent door Self-contained Ice cream 0.56 × TDA + 0.43 SVO.RC.L Semivertical open Remote condensing Low 2.27 × TDA + 6.85 VOP.RC.I Vertical open Remote condensing Ice cream 2.89 × TDA + 8.7 SVO.RC.I Semivertical open Remote condensing Ice cream 2.89 × TDA + 8.7 HZO.RC.I Horizontal open Remote condensing Ice cream 0.72 × TDA + 8.74 VCT.RC.I Vertical transparent door Remote condensing Ice cream 0.66 × TDA + 3.05 HCT.RC.M Horizontal transparent door Remote condensing Medium 0.16 × TDA + 0.13 a. V = Volume of the case, as measured in accordance with Appendix C of AHRI 1200. b. TDA = Total display area of the case, as measured in accordance with Appendix D of AHRI 1200. c. Equipment class designations consist of a combination [in sequential order separated by periods (AAA).(BB).(C)] of: (AAA) An equipment family code where: VOP = vertical open SVO = semivertical open HZO = horizontal open HCT = horizontal transparent doors HCS = horizontal solid doors SOC = service over counter (BB) An operating mode code: RC = remote condensing SC = self-contained (C) A rating temperature code: M = medium temperature (38°F) L = low temperature (0°F) I = ice-cream temperature (15°F) For example, “VOP.RC.M” refers to the “vertical-open, remote-condensing, medium-temperature” equipment class. HCT.RC.L Horizontal transparent door Remote condensing Low 0.34 × TDA + 0.26 AHRI 1200 HCT.RC.I Horizontal transparent door Remote condensing Ice cream 0.4 × TDA + 0.31 VCS.RC.M Vertical solid door Remote condensing Medium 0.11 × V + 0.26 VCS.RC.L Vertical solid door Remote condensing Low 0.23 × V + 0.54 VCS.RC.I Vertical solid door Remote condensing Ice cream 0.27 × V + 0.63 HCS.RC.M Horizontal solid door Remote condensing Medium 0.11 × V + 0.26 HCS.RC.L Horizontal solid door Remote condensing Low 0.23 × V + 0.54 HCS.RC.I Horizontal solid door Remote condensing Ice cream 0.27 × V + 0.63 HCS.RC.I Horizontal solid door Remote condensing Ice cream 0.27 × V + 0.63 SOC.RC.L Service over counter Remote condensing Low 1.08 × TDA + 0.22 SOC.RC.I Service over counter Remote condensing Ice cream 1.26 × TDA + 0.26 VOP.SC.L Vertical open Self-contained Low 4.37 × TDA + 11.82 VOP.SC.I Vertical open Self-contained Ice cream 5.55 × TDA + 15.02 SVO.SC.L Semivertical open Self-contained Low 4.34 × TDA + 11.51 SVO.SC.I Semivertical open Self-contained Ice cream 5.52 × TDA + 14.63 HZO.SC.I Horizontal open Self-contained Ice cream 2.44 × TDA + 9.0 SOC.SC.I Service over counter Self-contained Ice cream 1.76 × TDA + 0.36 HCS.SC.I Horizontal solid door Self-contained Ice cream 0.38 × V + 0.88 Fan-powered condensers shall comply with the following: 1. The design saturated condensing temperatures for air-cooled condensers shall not exceed the design dry-bulb temperature plus 10°F (5.6°C) for low-temperature refrigeration systems, and the design dry- bulb temperature plus 15°F (8°C) for medium temperature refrigeration systems where the saturated condensing temperature for blend refrigerants shall be determined using the average of liquid and vapor temperatures as con- verted from the condenser drain pressure. 2. Condenser fan motors that are less than 1 hp (0.75 kW) shall use electronically commutated motors, permanent split-capacitor-type motors or 3-phase motors. 3. Condenser fans for air-cooled condensers, evapo- ratively cooled condensers, air- or water-cooled fluid coolers or cooling towers shall reduce fan motor demand to not more than 30 percent of design wattage at 50 percent of design air vol- ume, and incorporate one of the following contin- uous variable speed fan control approaches: 3.1. Refrigeration system condenser control for air-cooled condensers shall use vari- able setpoint control logic to reset the condensing temperature setpoint in response to ambient dry-bulb tempera- ture. 3.2. Refrigeration system condenser control for evaporatively cooled condensers shall use variable setpoint control logic to reset the condensing temperature setpoint in response to ambient wet-bulb tempera- ture. 4. Multiple fan condensers shall be controlled in unison. 5. The minimum condensing temperature setpoint shall be not greater than 70˚F (21˚C). Refrigeration com- pressor systems shall comply with the following: 1. Compressors and multiple-compressor system suction groups shall include control systems that use floating suction pressure control logic to reset the target suction pressure temperature based on the temperature requirements of the attached refrigeration display cases or walk-ins. Controls are not required for the following: 1. Single-compressor systems that do not have variable capacity capability. 2. Suction groups that have a design saturated suction temperature of 30˚F (- 1.1˚C) or higher, suction groups that comprise the high stage of a two-stage or cascade system, or suction groups that primarily serve chillers for secondary cooling fluids. a. Add is the surface area of the display door. a. And is the surface area of the nondisplay door. Display door, medium temperature DD, M 0.04 × Add + 0.41 Display door, low temperature DD, L 0.15 × Add + 0.29 Passage door, medium temperature PD, M 0.05 × And + 1.7 Passage door, low temperature PD, L 0.14 × And + 4.8 Freight door, medium temperature FD, M 0.04 × And + 1.9 Freight door, low temperature FD, L 0.12 × And + 5.6 Dedicated condensing, medium temperature, indoor system DC.M.I 5.61 Dedicated condensing, medium temperature, indoor system, > 9,000 Btu/h capacity DC.M.I, > 9,000 5.61 Dedicated condensing, medium temperature, outdoor system DC.M.I 7.60 Dedicated condensing, medium temperature, outdoor system, > 9,000 Btu/h capacity DC.M.I, > 9,000 7.60 2. Liquid subcooling shall be provided for all low- temperature compressor systems with a design cooling capacity equal to or greater than 100,000 Btu/h (29.3 kW) with a design-saturated suction temperature of -10˚F (-23˚C) or lower. The sub- cooled liquid temperature shall be controlled at a maximum temperature setpoint of 50˚F (10˚C) at the exit of the subcooler using either compressor economizer (interstage) ports or a separate com- pressor suction group operating at a saturated suction temperature of 18˚F (-7.8˚C) or higher. 2.1. Insulation for liquid lines with a fluid oper- ating temperature less than 60˚F (15.6˚C) shall comply with Table C403.11.3. 3. Compressors that incorporate internal or external crankcase heaters shall provide a means to cycle the heaters off during compressor operation. Ducts, plenums, piping and other elements that are part of an HVAC system shall be constructed and insulated in accordance with Sections C403.11.1 through C403.11.3.1. Supply and return air ducts and plenums shall be insulated with not less than R-6 insulation where located in unconditioned spaces and where located outside the building with not less than R-12 insulation. Where located within a building envelope assembly, the duct or plenum shall be separated from the building exterior or unconditioned or exempt spaces by not less than R-12 insulation. 1. Where located within equipment. 2. Where the design temperature difference between the interior and exterior of the duct or plenum is not greater than 15°F (8°C). Ducts, air handlers and filter boxes shall be sealed. Joints and seams shall comply with Section 603.9 of the International Mechanical Code. Ductwork shall be constructed and erected in accordance with the International Mechanical Code. Longitudinal and transverse joints, seams and connections of supply and return ducts operating at a static pressure less than or equal to 2 inches water gauge (w.g.) (498 Pa) shall be securely fastened and sealed with welds, gaskets, mastics (adhesives), mas- tic-plus-embedded-fabric systems or tapes installed in accordance with the manufacturer’s instructions. Pres- sure classifications specific to the duct system shall be clearly indicated on the construction documents in accordance with the International Mechanical Code. Locking-type longitudinal joints and seams, other than the snap-lock and button-lock types, need not be sealed as specified in this section. Ducts and plenums designed to operate at a static pressure greater than 2 inches water gauge (w.g.) (498 Pa) but less than 3 inches w.g. (747 Pa) shall be insulated and sealed in accordance with Section C403.11.1. Pres- sure classifications specific to the duct system shall be clearly indicated on the construction documents in accordance with the International Mechanical Code. Ducts and plenums designed to operate at static pressures equal to or greater than 3 inches water gauge (747 Pa) shall be insulated and sealed in accordance with Section C403.11.1. In addition, ducts and plenums shall be leak tested in accordance with the SMACNA HVAC Air Duct Leakage Test Manual and shown to have a rate of air leakage (CL) less than or equal to 4.0 as determined in accordance with Equation 4-7. CL = F/P0.65 where: F = The measured leakage rate in cfm per 100 square feet of duct surface. P = The static pressure of the test. Documentation shall be furnished by the designer demonstrating that representative sections totaling not less than 25 percent of the duct area have been tested and that all tested sections comply with the require- ments of this section. Piping serv- ing as part of a heating or cooling system shall be ther- mally insulated in accordance with Table C403.11.3. 1. Factory-installed piping within HVAC equip- ment tested and rated in accordance with a test procedure referenced by this code. 2. Factory-installed piping within room fan-coils and unit ventilators tested and rated according to AHRI 440 (except that the sampling and varia- tion provisions of Section 6.5 shall not apply) and AHRI 840, respectively. 3. Piping that conveys fluids that have a design operating temperature range between 60°F (15°C) and 105°F (41°C). 4. Piping that conveys fluids that have not been heated or cooled through the use of fossil fuels or electric power. 5. Strainers, control valves, and balancing valves associated with piping 1 inch (25 mm) or less in diameter. 6. Direct buried piping that conveys fluids at or below 60°F (15°C). Piping insulation exposed to the weather shall be protected from damage, including that caused by sun- light, moisture, equipment maintenance and wind, and shall provide shielding from solar radiation that can cause degradation of the material. Adhesive tape shall not be permitted. Mechanical systems providing heat outside of the thermal envelope of a building shall comply with Sections C403.12.1 through C403.12.3. Systems installed to provide heat outside a building shall be radiant systems. Such heating systems shall be controlled by an occu- pancy sensing device or a timer switch, so that the system is automatically de-energized when occupants are not present. Snow- and ice-melting systems shall include automatic controls configured to shut off the system when the pavement tem- perature is above 50°F (10°C) and precipitation is not fall- ing, and an automatic or manual control that is configured to shut off when the outdoor temperature is above 40°F (4°C). Freeze protection systems, such as heat tracing of outdoor piping and heat exchangers, including self-regulating heat trac- ing, shall include automatic controls configured to shut off the systems when outdoor air temperatures are above 40°F (4°C) or when the conditions of the protected fluid will prevent freezing. This section covers the minimum efficiency of, and controls for, service water-heating equipment and insulation of service hot water piping. Water-heating equipment and hot water storage tanks shall meet the requirements of Table C404.2. The effi- ciency shall be verified through data furnished by the manu- facturer of the equipment or through certification under an approved certification program. Water-heating equipment intended to be used to provide space heating shall meet the applicable provisions of Table C404.2. Gas-fired water-heating equipment installed in new build- ings shall be in compliance with this section. Where a sin- gular piece of water-heating equipment serves the entire building and the input rating of the equipment is 1,000,000 Btu/h (293 kW) or greater, such equipment shall have a thermal efficiency, Et, of not less than 92 percent. Where multiple pieces of water-heating equipment serve the building and the combined input rating of the water-heat- ing equipment is 1,000,000 Btu/h (293 kW) or greater, the combined input-capacity-weighted-average thermal effi- ciency, Et, shall be not less than 90 percent. 1. Where not less than 25 percent of the annual ser- vice water-heating requirement is provided by on- site renewable energy or site-recovered energy, the minimum thermal efficiency requirements of this section shall not apply. 2. The input rating of water heaters installed in indi- vidual dwelling units shall not be required to be included in the total input rating of service water- heating equipment for a building. For SI: 1 inch = 25.4 mm, °C = [(°F) - 32]/1.8. a. For piping smaller than 1 1/2 inches and located in partitions within conditioned spaces, reduction of these thicknesses by 1 inch shall be permitted (before thickness adjustment required in footnote b) but not to a thickness less than 1 inch. b. For insulation outside the stated conductivity range, the minimum thickness (T) shall be determined as follows: T =r [(1 + t/r)K/k – 1] where: T = minimum insulation thickness, r = actual outside radius of pipe, t = insulation thickness listed in the table for applicable fluid temperature and pipe size, K = conductivity of alternate material at mean rating temperature indicated for the applicable fluid temperature (Btu • in/h • ft 2 • °F) and k = the upper value of the conductivity range listed in the table for the applicable fluid temperature. c. For direct-buried heating and hot water system piping, reduction of these thicknesses by 11/2 inches (38 mm) shall be permitted (before thickness adjustment required in footnote b but not to thicknesses less than 1 inch. °°°<<<<≥ > 350 0.32 – 0.34 250 4.5 5.0 5.0 5.0 5.0 251 – 350 0.29 – 0.32 200 3.0 4.0 4.5 4.5 4.5 201 – 250 0.27 – 0.30 150 2.5 2.5 2.5 3.0 3.0 141 – 200 0.25 – 0.29 125 1.5 1.5 2.0 2.0 2.0 105 – 140 0.21 – 0.28 100 1.0 1.0 1.5 1.5 1.5 40 – 60 0.21 – 0.27 75 0.5 0.5 1.0 1.0 1.0 < 40 0.20 – 0.26 50 0.5 1.0 1.0 1.0 1.5 3. The input rating of water heaters with an input rating of not greater than 100,000 Btu/h (29.3 kW) shall not be required to be included in the total input rating of service water-heating equip- ment for a building. Storage tank-type water heaters and hot water storage tanks that have vertical water pipes connecting to the inlet and outlet of the tank shall be provided with integral heat traps at those inlets and outlets or shall have pipe-configured heat traps in the pip- ing connected to those inlets and outlets. Tank inlets and out- lets associated with solar water-heating system circulation loops shall not be required to have heat traps. Piping from a water heater to the termination of the heated water fixture supply pipe shall be insulated in accordance with Table C403.11.3. On both the inlet and outlet piping of a storage water heater or heated water storage tank, the piping to a heat trap or the first 8 feet (2438 mm) of piping, whichever is less, shall be insulated. Piping that is heat traced shall be insulated in accordance with Table C403.11.3 or the heat trace manufacturer’s instructions. Tubu- lar pipe insulation shall be installed in accordance with the insulation manufacturer’s instructions. Pipe insulation shall be continuous except where the piping passes through a framing member. The minimum insulation thickness requirements of this section shall not supersede any greater insulation thick- ness requirements necessary for the protection of piping from freezing temperatures or the protection of personnel against external surface temperatures on the insulation. Tubular pipe insulation shall not be required on the following: 1. The tubing from the connection at the termination of the fixture supply piping to a plumbing fixture or plumbing appliance. 2. Valves, pumps, strainers and threaded unions in pip- ing that is 1 inch (25 mm) or less in nominal diameter. 3. Piping from user-controlled shower and bath mixing valves to the water outlets. 4. Cold-water piping of a demand recirculation water system. 5. Tubing from a hot drinking-water heating unit to the water outlet. 6. Piping at locations where a vertical support of the piping is installed. 7. Piping surrounded by building insulation with a thermal resistance (R-value) of not less than R-3. Heated water supply piping shall be in accordance with Section C404.5.1 or C404.5.2. The flow rate through 1/4-inch (6.4 mm) piping shall be not greater than 0.5 gpm (1.9 L/m). The flow rate through 5/16-inch (7.9 mm) piping shall be not greater than 1 gpm (3.8 L/m). The flow rate through 3/8-inch (9.5 mm) pip- ing shall be not greater than 1.5 gpm (5.7 L/m). The maximum allowable piping length from the nearest source of heated water to the termination of the fixture supply pipe shall be in accordance with the following. Where the piping contains more than one size of pipe, the largest size of pipe within the piping shall be used for determining the maximum allowable length of the piping in Table C404.5.1. 1. For a public lavatory faucet, use the “Public lavatory faucets” column in Table C404.5.1. 2. For all other plumbing fixtures and plumbing appli- ances, use the “Other fixtures and appliances” col- umn in Table C404.5.1. The water volume in the piping shall be calculated in accor- dance with Section C404.5.2.1. Water heaters, circulating water systems and heat trace temperature maintenance sys- tems shall be considered to be sources of heated water. The volume from the nearest source of heated water to the termination of the fixture supply pipe shall be as follows: 1. For a public lavatory faucet: not more than 2 ounces (0.06 L). 2. For other plumbing fixtures or plumbing appliances; not more than 0.5 gallon (1.89 L). The volume shall be the sum of the internal volumes of pipe, fittings, valves, meters and manifolds between the nearest source of heated water and the termination of the fixture supply pipe. The volume in the piping shall be determined from the “Volume” column in Table C404.5.1. The volume contained within fixture shutoff valves, within flexible water supply connectors to a fixture fitting and within a fixture fitting shall not be included in the water volume determination. Where heated water is supplied by a recirculating system or heat-traced piping, the volume shall include the portion of the fitting on the branch pipe that supplies water to the fixture. Heated-water circulation systems shall be in accordance with Section C404.6.1. Heat trace temperature maintenance systems shall be in accordance with Section C404.6.2. Controls for hot water storage shall be in accor- dance with Section C404.6.3. Automatic controls, tempera- ture sensors and pumps shall be in a location with access. Manual controls shall be in a location with ready access. Heated-water circulation systems shall be provided with a circulation pump. The system return pipe shall be a dedicated return pipe or a cold water supply pipe. Gravity and thermo-syphon circu- lation systems shall be prohibited. Controls for circulating hot water system pumps shall start the pump based on the identification of a demand for hot water within the occu- pancy. The controls shall automatically turn off the pump when the water in the circulation loop is at the desired temperature and when there is not a demand for hot water. (continued) Water heaters, electric ≤ 12 kWd Tabletope, ≥ 20 gallons and ≤ 120 gallons Resistance ≥ 20 gallons and ≤ 55 gallons Grid-enabledf > 75 gallons and ≤ 120 gallons 0.93 - 0.00132V, EF 0.960 - 0.0003V, EF 1.061 - 0.00168V, EF DOE 10 CFR Part 430 > 12 kW Resistance (0.3 + 27/Vm), %/h ANSI Z21.10.3 ≤ 24 amps and≤ 250 volts Heat pump > 55 gallons and ≤ 120 gallons 2.057 - 0.00113V, EF DOE 10 CFR Part 430 Storage water heaters, gas ≤ 75,000 Btu/h ≥ 20 gallons and ≤ 55 gallons > 55 gallons and ≤ 100 gallons 0.675 - 0.0015V, EF 0.8012 - 0.00078V, EF DOE 10 CFR Part 430 > 75,000 Btu/h and≤ 155,000 Btu/h < 4,000 Btu/h/gal 80% Et ANSI Z21.10.3 > 155,000 Btu/h < 4,000 Btu/h/gal 80% Et Instantaneous water heaters, gas > 50,000 Btu/h and < 200,000 Btu/hc ≥ 4,000 Btu/h/gal and < 2 gal 0.82 - 0.0019V, EF DOE 10 CFR Part 430 ≥ 200,000 Btu/h ≥ 4,000 Btu/h/gal and < 10 gal 80% Et ANSI Z21.10.3 ≥ 200,000 Btu/h ≥ 4,000 Btu/h/gal and≥ 10 gal 80% Et Storage water heaters, oil ≤ 105,000 Btu/h ≥ 20 gal and≤ 50 gallons 0.68 - 0.0019V, EF DOE 10 CFR Part 430 ≥ 105,000 Btu/h < 4,000 Btu/h/gal 80% Et ANSI Z21.10.3 Instantaneous water heaters, oil ≤ 210,000 Btu/h ≥ 4,000 Btu/h/gal and < 2 gal 0.59 - 0.0019V, EF DOE 10 CFR Part 430 > 210,000 Btu/h ≥ 4,000 Btu/h/gal and < 10 gal 80% Et ANSI Z21.10.3 > 210,000 Btu/h ≥ 4,000 Btu/h/gal and≥ 10 gal 78% Et Hot water supply boilers, gas and oil ≥ 300,000 Btu/h and < 12,500,000 Btu/h ≥ 4,000 Btu/h/gal and < 10 gal 80% Et ANSI Z21.10.3Hot water supply boilers, gas ≥ 300,000 Btu/h and < 12,500,000 Btu/h ≥ 4,000 Btu/h/gal and≥ 10 gal 80% Et Hot water supply boilers, oil > 300,000 Btu/h and < 12,500,000 Btu/h > 4,000 Btu/h/gal and > 10 gal 78% Et Pool heaters, gas and oil All —82% Et ASHRAE 146 Q/800 110 V+()SL, Btu/h Q/800 110 V+()SL, Btu/h Q/800 110 V+()SL, Btu/h Q/800 110 V+()SL, Btu/h Q/800 110 V+()SL, Btu/h Q/800 110 V+()SL, Btu/h Q/800 110 V+()SL, Btu/h Electric heat trace systems shall comply with IEEE 515.1. Controls for such systems shall be able to automatically adjust the energy input to the heat tracing to maintain the desired water temperature in the piping in accordance with the times when heated water is used in the occupancy. Heat trace shall be arranged to be turned off automatically when there is not a demand for hot water. The controls on pumps that circulate water between a water heater and a heated-water storage tank shall limit operation of the For SI: 1 foot = 304.8 mm, 1 square foot = 0.0929 m 2,°C = [(°F) - 32]/1.8, 1 British thermal unit per hour = 0.2931 W, 1 gallon = 3.785 L, 1 British thermal unit per hour per gallon = 0.078 W/L. a. Energy factor (EF) and thermal efficiency (Et) are minimum requirements. In the EF equation, V is the rated volume in gallons. b. Standby loss (SL) is the maximum Btu/h based on a nominal 70°F temperature difference between stored water and ambient requirements. In the SL equation, Q is the nameplate input rate in Btu/h. In the equations for electric water heaters, V is the rated volume in gallons and Vm is the measured volume in gallons. In the SL equation for oil and gas water heaters and boilers, V is the rated volume in gallons. c. Instantaneous water heaters with input rates below 200,000 Btu/h shall comply with these requirements where the water heater is designed to heat water to temperatures 180°F or higher. d. Electric water heaters with an input rating of 12 kW (40,950 Btu/h) or less that are designed to heat water to temperatures of 180°F or greater shall comply with the requirements for electric water heaters that have an input rating greater than 12 kW (40,950 Btu/h). e A tabletop water heater is a water heater that is enclosed in a rectangular cabinet with a flat top surface not more than 3 feet in height. f. A grid-enabled water heater is an electric resistance water heater that meets all of the following: 1. Has a rated storage tank volume of more than 75 gallons. 2. Was manufactured on or after April 16, 2015. 3. Is equipped at the point of manufacture with an activation lock. 4. Bears a permanent label applied by the manufacturer that complies with all of the following: 4.1. Is made of material not adversely affected by water. 4.2. Is attached by means of nonwater-soluble adhesive. 4.3. Advises purchasers and end users of the intended and appropriate use of the product with the following notice printed in 16.5 point Arial Narrow Bold font: “IMPORTANT INFORMATION: This water heater is intended only for use as part of an electric thermal storage or demand response program. It will not provide adequate hot water unless enrolled in such a program and activated by your utility company or another program operator. Confirm the availability of a program in your local area before purchasing or installing this product.” Heat pump pool heaters All —4.0 COP AHRI 1160 Unfired storage tanks All — Minimum insulation requirement R-12.5 (h • ft2 • °F)/Btu (none) For SI: 1 inch = 25.4 mm, 1 foot = 304.8 mm, 1 liquid ounce = 0.030 L, 1 gallon = 128 ounces. 1/4 0.33 6 50 5/16 0.5 4 50 3/8 0.75 3 50 1/2 1.5 2 43 5/8 2132 3/4 30.521 7/8 40.516 150.513 11/4 80.58 11/2 11 0.5 6 2 or larger 18 0.5 4 pump from heating cycle startup to not greater than 5 min- utes after the end of the cycle. Demand recircula- tion water systems shall have controls that comply with both of the following: 1. The controls shall start the pump upon receiving a signal from the action of a user of a fixture or appliance, sens- ing the presence of a user of a fixture or sensing the flow of hot or tempered water to a fixture fitting or appliance. 2. The controls shall limit the temperature of the water enter- ing the cold-water piping to not greater than 104°F (40°C). Drain water heat recovery units shall comply with CSA B55.2. Potable water- side pressure loss shall be less than 10 psi (69 kPa) at maxi- mum design flow. For Group R occupancies, the efficiency of drain water heat recovery unit efficiency shall be in accor- dance with CSA B55.1. The energy consumption of pools and perma- nent spas shall be controlled by the requirements in Sections C404.9.1 through C404.9.3. The electric power to all heaters shall be controlled by an on-off switch that is an integral part of the heater, mounted on the exterior of the heater, or exter- nal to and within 3 feet (914 mm) of the heater in a loca- tion with ready access. Operation of such switch shall not change the setting of the heater thermostat. Such switches shall be in addition to a circuit breaker for the power to the heater. Gas-fired heaters shall not be equipped with con- tinuously burning ignition pilots. Time switches or other control methods that can automatically turn off and on heaters and pump motors according to a preset schedule shall be installed for heaters and pump motors. Heaters and pump motors that have built-in time switches shall be in compli- ance with this section. 1. Where public health standards require 24-hour pump operation. 2. Pumps that operate solar- and waste-heat-recov- ery pool heating systems. Outdoor heated pools and outdoor per- manent spas shall be provided with a vapor-retardant cover or other approved vapor-retardant means. Where more than 75 percent of the energy for heating, computed over an operating season of not fewer than 3 calendar months, is from site-recovered energy such as from a heat pump or on-site renewable energy system, covers or other vapor-retardant means shall not be required. The energy consumption of electric-powered portable spas shall be controlled by the requirements of APSP 14. This section covers lighting system controls, the maximum lighting power for interior and exterior applications and electrical energy consumption. Not less than 90 percent of the luminaires in dwelling units shall be provided by lamps with an efficacy of not less than 65 lm/W or shall be luminaires with an efficacy of not less than 45 lm/W. Lighting in accordance with Sections C405.2.4 and C405.3. Light- ing installed in walk-in coolers, walk-in freezers, refriger- ated warehouse coolers and refrigerated warehouse freezers shall comply with the lighting requirements of Section C403.10.1 or C403.10.2. Lighting systems shall be provided with controls that comply with one of the following. 1. Lighting controls as specified in Sections C405.2.1 through C405.2.6. 2. Luminaire level lighting controls (LLLC) and lighting controls as specified in Sections C405.2.1, C405.2.4 and C405.2.5. The LLLC luminaire shall be inde- pendently capable of: 2.1. Monitoring occupant activity to brighten or dim lighting when occupied or unoccupied, respec- tively. 2.2. Monitoring ambient light, both electric light and daylight, and brighten or dim artificial light to maintain desired light level. 2.3. For each control strategy, configuration and reconfiguration of performance parameters including; bright and dim setpoints, timeouts, dimming fade rates, sensor sensitivity adjust- ments, and wireless zoning configurations. Lighting controls are not required for the fol- lowing: 1. Areas designated as security or emergency areas that are required to be continuously lighted. 2. Interior exit stairways, interior exit ramps and exit passageways. 3. Emergency egress lighting that is normally off. Occupant sensor controls shall be installed to control lights in the following space types: 1. Classrooms/lecture/training rooms. 2. Conference/meeting/multipurpose rooms. 3. Copy/print rooms. 4. Lounges/breakrooms. 5. Enclosed offices. 6. Open plan office areas. 7. Restrooms. 8. Storage rooms. 9. Locker rooms. 10. Other spaces 300 square feet (28 m 2) or less that are enclosed by floor-to-ceiling height partitions. 11. Warehouse storage areas. Occu- pant sensor controls in warehouses shall comply with Section C405.2.1.2. Occupant sensor controls in open plan office areas shall comply with Section C405.2.1.3. Occupant sensor controls for all other spaces specified in Section C405.2.1 shall comply with the following: 1. They shall automatically turn off lights within 20 minutes after all occupants have left the space. 2. They shall be manual on or controlled to auto- matically turn on the lighting to not more than 50- percent power. Full automatic-on controls shall be permitted to control lighting in public corridors, stairways, restrooms, primary building entrance areas and lobbies, and areas where manual-on operation would endanger the safety or security of the room or building occupants. 3. They shall incorporate a manual control to allow occupants to turn off lights. In warehouses, the lighting in aisleways and open areas shall be controlled with occupant sen- sors that automatically reduce lighting power by not less than 50 percent when the areas are unoccupied. The occupant sensors shall control lighting in each aisleway independently and shall not control lighting beyond the aisleway being controlled by the sensor. Occupant sensor controls in open plan office spaces less than 300 square feet (28 m2) in area shall comply with Section C405.2.1.1. Occupant sensor controls in all other open plan office spaces shall comply with all of the following: 1. The controls shall be configured so that general lighting can be controlled separately in control zones with floor areas not greater than 600 square feet (55 m2) within the open plan office space. 2. The controls shall automatically turn off general lighting in all control zones within 20 minutes after all occupants have left the open plan office space. 3. The controls shall be configured so that general lighting power in each control zone is reduced by not less than 80 percent of the full zone general lighting power in a reasonably uniform illumina- tion pattern within 20 minutes of all occupants leaving that control zone. Control functions that switch control zone lights completely off when the zone is vacant meet this requirement. 4. The controls shall be configured such that any daylight responsive control will activate open plan office space general lighting or control zone general lighting only when occupancy for the same area is detected. Each area of the building that is not provided with occupant sensor controls com- plying with Section C405.2.1.1 shall be provided with time-switch controls complying with Section C405.2.2.1. Where a manual control provides light reduction in accordance with Section C405.2.2.2, time- switch controls shall not be required for the following: 1. Spaces where patient care is directly provided. 2. Spaces where an automatic shutoff would endan- ger occupant safety or security. 3. Lighting intended for continuous operation. 4. Shop and laboratory classrooms. Each space provided with time-switch controls shall be provided with a manual control for light reduction in accordance with Section C405.2.2.2. Time-switch controls shall include an override switching device that complies with the following: 1. Have a minimum 7-day clock. 2. Be capable of being set for seven different day types per week. 3. Incorporate an automatic holiday “shutoff” fea- ture, which turns off all controlled lighting loads for not fewer than 24 hours and then resumes nor- mally scheduled operations. 4. Have program backup capabilities, which prevent the loss of program and time settings for not fewer than 10 hours, if power is interrupted. 5. Include an override switch that complies with the following: 5.1. The override switch shall be a manual control. 5.2. The override switch, when initiated, shall permit the controlled lighting to remain on for not more than 2 hours. 5.3. Any individual override switch shall con- trol the lighting for an area not larger than 5,000 square feet (465 m2). 1. Within mall concourses, auditoriums, sales areas, manufacturing facilities and sports arenas: 1.1. The time limit shall be permitted to be greater than 2 hours, provided that the switch is a captive key device. 1.2. The area controlled by the override switch shall not be limited to 5,000 square feet (465 m2) provided that such area is less than 20,000 square feet (1860 m2). 2. Where provided with manual control, the fol- lowing areas are not required to have light reduction control: 2.1. Spaces that have only one luminaire with a rated power of less than 100 watts. 2.2. Spaces that use less than 0.6 watts per square foot (6.5 W/m2). 2.3. Corridors, lobbies, electrical rooms and or mechanical rooms. Spaces required to have light-reduction controls shall have a manual control that allows the occupant to reduce the con- nected lighting load in a reasonably uniform illumina- tion pattern by not less than 50 percent. Lighting reduction shall be achieved by one of the following or another approved method: 1. Controlling all lamps or luminaires. 2. Dual switching of alternate rows of luminaires, alternate luminaires or alternate lamps. 3. Switching the middle lamp luminaires inde- pendently of the outer lamps. 4. Switching each luminaire or each lamp. Light reduction controls are not required in daylight zones with daylight responsive controls complying with Section C405.2.3. Daylight-respon- sive controls complying with Section C405.2.3.1 shall be provided to control the electric lights within daylight zones in the following spaces: 1. Spaces with a total of more than 150 watts of general lighting within sidelit zones complying with Section C405.2.3.2 General lighting does not include light- ing that is required to have specific application con- trol in accordance with Section C405.2.4. 2. Spaces with a total of more than 150 watts of gen- eral lighting within toplit zones complying with Section C405.2.3.3. Daylight responsive controls are not required for the following: 1. Spaces in health care facilities where patient care is directly provided. 2. Lighting that is required to have specific applica- tion control in accordance with Section C405.2.4. 3. Sidelit zones on the first floor above grade in Group A-2 and Group M occupancies. 4. New buildings where the total connected lighting power calculated in accordance with Section C405.3.1 is not greater than the adjusted interior lighting power allowance (LPAadj) calculated in accordance with Equation 4-8: LPAadj = [LPAnorm × (1.0 - 0.4 × UDZFA / TBFA)] where: LPAadj = Adjusted building interior lighting power allowance in watts. LPAnorm = Normal building lighting power allowance in watts calculated in accordance with Section C405.3.2. UDZFA = Uncontrolled daylight zone floor area is the sum of all sidelit and toplit zones, calculated in accor- dance with Sections C405.2.3.2 and C405.2.3.3, that do not have daylight responsive controls. TBFA = Total building floor area is the sum of all floor areas included in the lighting power allowance calculation in Section C405.3.2. Where required, daylight-responsive controls shall be provided within each space for control of lights in that space and shall comply with all of the following: 1. Lights in toplit zones in accordance with Section C405.2.3.3 shall be controlled independently of lights in sidelit zones in accordance with Section C405.2.3.2. 2.Daylight responsive controls within each space shall be configured so that they can be calibrated from within that space by authorized personnel. 3. Calibration mechanisms shall be in a location with ready access. 4. Where located in offices, classrooms, laboratories and library reading rooms, daylight responsive con- trols shall dim lights continuously from full light output to 15 percent of full light output or lower. 5.Daylight responsive controls shall be configured to completely shut off all controlled lights. 6. Lights in sidelit zones in accordance with Section C405.2.3.2 facing different cardinal orientations [within 45 degrees (0.79 rad) of due north, east, south, west] shall be controlled independently of each other. Up to 150 watts of lighting in each space is permitted to be controlled together with lighting in a daylight zone facing a different cardinal orientation. The sidelit zone is the floor area adjacent to vertical fenestration that complies with all of the following: 1. Where the fenestration is located in a wall, the sidelit zone shall extend laterally to the nearest full- height wall, or up to 1.0 times the height from the floor to the top of the fenestration, and longitudi- nally from the edge of the fenestration to the nearest full-height wall, or up to 2 feet (610 mm), which- ever is less, as indicated in Figure C405.2.3.2. 2. The area of the fenestration is not less than 24 square feet (2.23 m2). 3. The distance from the fenestration to any build- ing or geological formation that would block access to daylight is greater than the height from the bottom of the fenestration to the top of the building or geologic formation. 4. The visible transmittance of the fenestration is not less than 0.20. The toplit zone is the floor area underneath a roof fenestration assembly that com- plies with all of the following: 1. The toplit zone shall extend laterally and longitu- dinally beyond the edge of the roof fenestration assembly to the nearest obstruction that is taller than 0.7 times the ceiling height, or up to 0.7 times the ceiling height, whichever is less, as indicated in Figure C405.2.3.3(1). 2. Where the fenestration is located in a rooftop monitor, the toplit zone shall extend laterally to the nearest obstruction that is taller than 0.7 times the ceiling height, or up to 1.0 times the height from the floor to the bottom of the fenestration, whichever is less, and longitudinally from the edge of the fenestration to the nearest obstruction that is taller than 0.7 times the ceiling height, or up to 0.25 times the height from the floor to the bot- tom of the fenestration, whichever is less, as indi- cated in Figures C405.2.3.3(2) and C405.2.3.3(3). 3. Direct sunlight is not blocked from hitting the roof fenestration assembly at the peak solar angle on the summer solstice by buildings or geological formations. 4. The product of the visible transmittance of the roof fenestration assembly and the area of the rough opening of the roof fenestration assembly divided by the area of the toplit zone is not less than 0.008. Specific applica- tion controls shall be provided for the following: 1. The following lighting shall be controlled by an occupant sensor complying with Section C405.2.1.1 or a time-switch control complying with Section C405.2.2.1. In addition, a manual control shall be provided to control such lighting separately from the general lighting in the space: 1.1. Display and accent. 1.2. Lighting in display cases. 1.3. Supplemental task lighting, including per- manently installed under-shelf or under-cab- inet lighting. 1.4. Lighting equipment that is for sale or demonstration in lighting education. 2.Sleeping units shall have control devices or systems that are configured to automatically switch off all permanently installed luminaires and switched receptacles within 20 minutes after all occupants have left the unit. 1. Lighting and switched receptacles con- trolled by card key controls. 2. Spaces where patient care is directly pro- vided. 3. Permanently installed luminaires within dwelling units shall be provided with controls complying with Section C405.2.1.1 or C405.2.2.2. 4. Lighting for nonvisual applications, such as plant growth and food warming, shall be controlled by a time switch control complying with Section C405.2.2.1 that is independent of the controls for other lighting within the room or space. Where required by this code, manual controls for lights shall comply with the following: 1. They shall be in a location with ready access to occupants. 2. They shall be located where the controlled lights are visible, or shall identify the area served by the lights and indicate their status. Exterior lighting systems shall be provided with controls that comply with Sections C405.2.6.1 through C405.2.6.4. Decorative light- ing systems shall comply with Sections C405.2.6.1, C405.2.6.2 and C405.2.6.4. 1. Lighting for covered vehicle entrances and exits from buildings and parking structures where required for eye adaptation. 2. Lighting controlled from within dwelling units. Lights shall be automati- cally turned off when daylight is present and satisfies the lighting needs. Building façade and landscape lighting shall automatically shut off from not later than 1 hour after business closing to not earlier than 1 hour before business opening. Lighting that is not con- trolled in accordance with Section C405.2.6.2 shall be controlled so that the total wattage of such lighting is automatically reduced by not less than 30 percent by selectively switching off or dimming luminaires at one of the following times: 1. From not later than midnight to not earlier than 6 a.m. 2. From not later than one hour after business clos- ing to not earlier than one hour before business opening. 3. During any time where activity has not been detected for 15 minutes or more. Time-switch controls for exterior lighting shall comply with the following: 1. They shall have a clock capable of being pro- grammed for not fewer than 7 days. 2. They shall be capable of being set for seven dif- ferent day types per week. 3. They shall incorporate an automatic holiday set- back feature. 4. They shall have program backup capabilities that prevent the loss of program and time settings for a period of not less than 10 hours in the event that power is interrupted. Lighting for parking garages shall comply with the following: 1. Parking garage lighting shall have an automatic time-switch shutoff in accordance with Section C405.2.2.1. 2. Lighting power of each luminaire shall be automati- cally reduced by not less than 60 percent when there is no activity detected within a lighting zone for 20 minutes. Lighting zones for this requirement shall be not greater than 3,600 square feet. 3. Where lighting for eye adaptation is provided at covered vehicle entrances and exits from buildings and parking structures, such lighting shall be sepa- rately controlled by a device that automatically reduces lighting power by at least 50 percent from sunset to sunrise. 4. The power to luminaires within 30 feet of perimeter wall openings or fenestration shall automatically reduce in response to daylight by at least 50 percent. 1. Where the opening or fenestration-to-wall-ratio is less than 40 percent as viewed from the interior and encompases the vertical distance from the driving surface to the lowest structural element. 2. Where the distance from the opening or fenestra- tion to any exterior daylight blocking obstruction is less than one-half the height from the bottom of the opening or fenestration to the top of the obstruction. 3. Where openings are obstructed by permanent screens or architectural elements restricting day- light entering the interior space. A building complies with this section where its total connected interior lighting power calculated under Section C405.3.1 is not greater than the interior lighting power allow- ance calculated under Section C405.3.2. The total connected interior lighting power shall be deter- mined in accordance with Equation 4-9. TCLP = [LVL + BLL + LED + TRK + Other] where: TCLP = Total connected lighting power (watts). LVL = For luminaires with lamps connected directly to building power, such as line voltage lamps, the rated wattage of the lamp. BLL = For luminaires incorporating a ballast or transformer, the rated input wattage of the ballast or transformer when operating that lamp. LED = For light-emitting diode luminaires with either integral or remote drivers, the rated wattage of the luminaire. TRK = For lighting track, cable conductor, rail conductor, and plug-in busway systems that allow the addition and relocation of luminaires without rewiring, the wattage shall be one of the following: 1. The specified wattage of the luminaires, but not less than 8 W per linear foot (25 W/lin m). 2. The wattage limit of the permanent current- limiting devices protecting the system. 3. The wattage limit of the transformer sup- plying the system. Other = The wattage of all other luminaires and lighting sources not covered previously and associated with interior lighting verified by data supplied by the manufacturer or other approved sources. The connected power associated with the following lighting equipment and applications is not included in cal- culating total connected lighting power. 1. Television broadcast lighting for playing areas in sports arenas. 2. Emergency lighting automatically off during nor- mal building operation. 3. Lighting in spaces specifically designed for use by occupants with special lighting needs, including those with visual impairment and other medical and age-related issues. 4. Casino gaming areas. 5. Mirror lighting in dressing rooms. 6. Task lighting for medical and dental purposes that is in addition to general lighting and controlled by an independent control device. 7. Display lighting for exhibits in galleries, museums and monuments that is in addition to general lighting and controlled by an independent control device. 8. Lighting for theatrical purposes, including perfor- mance, stage, film production and video production. 9. Lighting for photographic processes. 10. Lighting integral to equipment or instrumentation and installed by the manufacturer. 11. Task lighting for plant growth or maintenance. 12. Advertising signage or directional signage. 13. Lighting for food warming. 14. Lighting equipment that is for sale. 15. Lighting demonstration equipment in lighting edu- cation facilities. 16. Lighting approved because of safety consider- ations. 17. Lighting in retail display windows, provided that the display area is enclosed by ceiling-height parti- tions. 18. Furniture-mounted supplemental task lighting that is controlled by automatic shutoff. 19. Exit signs. The total interior lighting power allowance (watts) is determined according to Table C405.3.2(1) using the Building Area Method, or Table C405.3.2(2) using the Space-by-Space Method, for all areas of the building covered in this permit. For the Building Area Method, the interior lighting power allowance is the floor area for each building area type listed in Table C405.3.2(1) times the value from Table C405.3.2(1) for that area. For the purposes of this method, an “area” shall be defined as all contiguous spaces that accommo- date or are associated with a single building area type, as listed in Table C405.3.2(1). Where this method is used to calculate the total interior lighting power for an entire building, each building area type shall be treated as a separate area. For the Space- by-Space Method, the interior lighting power allow- ance is determined by multiplying the floor area of each space times the value for the space type in Table C405.3.2(2) that most closely represents the proposed use of the space, and then summing the lighting power allowances for all spaces. Tradeoffs among spaces are permitted. a. Where sleeping units are excluded from lighting power calculations, neither the area of the sleeping units nor the wattage of lighting in the sleeping units is counted. b. Where dwelling units are excluded from lighting power calculations, neither the area of the dwelling units nor the wattage of lighting in the dwelling units is counted. c. Where dwelling units are excluded from lighting power calculations by application of Section C405.1.1, neither the area of the dwelling units nor the wattage of lighting in the dwelling units shall be counted. Where dwelling units are included in the lighting power calculations, only the area served by hardwired lighting shall be included. Automotive facility 0.64 Convention center 0.64 Courthouse 0.74 Dining: bar lounge/leisure 0.69 Dining: cafeteria/fast food 0.66 Dining: family 0.61 Dormitorya, b 0.52 Exercise center 0.65 Fire stationa 0.50 Gymnasium 0.65 Health care clinic 0.68 Hospitala 0.86 Hotel/Motela, b 0.56 Library 0.70 Manufacturing facility 0.60 Motion picture theater 0.44 Multifamilyc 0.45 Museum 0.55 Office 0.64 Parking garage 0.12 Penitentiary 0.67 Performing arts theater 0.85 Police station 0.66 Post office 0.62 Religious building 0.67 Retail 0.84 School/university 0.65 Sports arena 0.75 Town hall 0.69 Transportation 0.51 Warehouse 0.41 Workshop 0.83 (continued) Atrium Less than 40 feet in height 0.48 Greater than 40 feet in height 0.60 Audience seating area In an auditorium 0.61 In a convention center 0.65 In a gymnasium 0.23 In a motion picture theater 0.27 In a penitentiary 0.67 In a performing arts theater 1.16 In a religious building 0.72 In a sports arena 0.33 Otherwise 0.23 Banking activity area 0.61 Breakroom (See Lounge/breakroom) Classroom/lecture hall/training room In a penitentiary 0.89 Otherwise 0.71 Computer room 0.94 Conference/meeting/multipurpose room 0.93 Confinement cells 0.52 Copy/print room 0.50 Corridor In a facility for the visually impaired (and not used primarily by the staff)b 0.71 In a hospital 0.71 In a manufacturing facility 0.28 In a primary or secondary school (and not used primarily by the staff)0.74 Otherwise 0.41 Courtroom 1.06 Dining area In bar/lounge or leisure dining 0.62 In cafeteria or fast food dining 0.40 In a facility for the visually impaired (and not used primarily by the staff)b 1.27 In family dining 0.54 In a penitentiary 0.42 Otherwise 0.43 Dwelling unit 0.43 Electrical/mechanical room 0.39 Emergency vehicle garage 0.41 (continued) Food preparation area 0.92 Guestroomc, d 0.41 Laboratory In or as a classroom 1.04 Otherwise 1.32 Laundry/washing area 0.43 Loading dock, interior 0.51 Lobby For an elevator 0.52 In a facility for the visually impaired (and not used primarily by the staff)b 1.69 In a hotel 0.51 In a motion picture theater 0.23 In a performing arts theater 0.82 Otherwise 0.9 Locker room 0.45 Lounge/breakroom In a healthcare facility 0.42 Otherwise 0.44 Office Enclosed 0.74 Open plan 0.61 Parking area, interior 0.11 Pharmacy area 1.23 Restroom In a facility for the visually impaired (and not used primarily by the staffb 0.81 Otherwise 0.63 Sales area 1.05 Seating area, general 0.23 Stairway (see Space containing stairway) Stairwell 0.49 Storage room 0.43 Vehicular maintenance area 0.53 Workshop 1.09 Automotive (see Vehicular maintenance area) Convention Center—exhibit space 0.61 Dormitory—living quartersc, d 0.46 Facility for the visually impairedb In a chapel (and not used primarily by the staff)0.70 In a recreation room (and not used primarily by the staff)1.53 Fire Station—sleeping quartersc 0.19 Gymnasium/fitness center In an exercise area 0.50 In a playing area 0.75 (continued) Healthcare facility In an exam/treatment room 1.16 In an imaging room 0.94 In a medical supply room 0.54 In a nursery 0.92 In a nurse’s station 0.75 In an operating room 1.87 In a patient roomc 0.45 In a physical therapy room 0.84 In a recovery room 0.89 Library In a reading area 0.77 In the stacks 1.18 Manufacturing facility In a detailed manufacturing area 0.80 In an equipment room 0.61 In an extra-high-bay area (greater than 50′ floor-to-ceiling height)0.73 In a high-bay area (25-50′ floor-to-ceiling height)0.58 In a low-bay area (less than 25′ floor-to- ceiling height)0.61 Museum In a general exhibition area 0.31 In a restoration room 0.77 Performing arts theater—dressing room 0.35 Post office—sorting area 0.66 Religious buildings In a fellowship hall 0.54 In a worship/pulpit/choir area 0.85 Retail facilities In a dressing/fitting room 0.49 In a mall concourse 0.79 Sports arena—playing area For a Class I facilitye 2.26 For a Class II facilityf 1.45 For a Class III facilityg 1.08 For a Class IV facilityh 0.72 Transportation facility In a baggage/carousel area 0.45 In an airport concourse 0.31 At a terminal ticket counter 0.62 a. In cases where both a common space type and a building area specific space type are listed, the building area specific space type shall apply b. A ‘Facility for the Visually Impaired’ is a facility that is licensed or will be licensed by local or state authorities for senior long-term care, adult daycare, senior support or people with special visual needs. c. Where sleeping units are excluded from lighting power calculations by application of Section C405.1.1, neither the area of the sleeping units nor the wattage of lighting in the sleeping units is counted. Where sleeping units are included in the lighting power calculations, only the area served by hardwired lighting shall be included. d. Where dwelling units are excluded from lighting power calculations by application of Section C405.1.1, neither the area of the dwelling units nor the wattage of lighting in the dwelling units is counted. Where dwelling units are included in the lighting power calculations, only the area served by hardwired lighting shall be included. e. Class I facilities consist of professional facilities; and semiprofessional, collegiate, or club facilities with seating for 5,000 or more spectators. f. Class II facilities consist of collegiate and semiprofessional facilities with seating for fewer than 5,000 spectators; club facilities with seating for between 2,000 and 5,000 spectators; and amateur league and high-school facilities with seating for more than 2,000 spectators. g. Class III facilities consist of club, amateur league and high-school facilities with seating for 2,000 or fewer spectators. h. Class IV facilities consist of elementary school and recreational facilities; and amateur league and high-school facilities without provision for spectators. Warehouse—storage area For medium to bulky, palletized items 0.35 For smaller, hand-carried items 0.69 Where using the Space-by-Space Method, an increase in the interior lighting power allowance is permitted for specific lighting functions. Additional power shall be permitted only where the specified lighting is installed and automatically controlled separately from the general lighting, to be turned off during nonbusiness hours. This additional power shall be used only for the specified luminaires and shall not be used for any other purpose. An increase in the interior lighting power allowance is permitted in the following cases: 1. For lighting equipment to be installed in sales areas specifically to highlight merchandise, the additional lighting power shall be deter- mined in accordance with Equation 4-10. Additional interior lighting power allowance = 1000 W + (Retail Area 1 × 0.45 W/ft2) + (Retail Area 2 × 0.45W/ft2) + (Retail Area 3 × 1.05 W/ft2) + (Retail Area 4 × 1.87 W/ft2) For SI units: Additional interior lighting power allowance = 1000 W + (Retail Area 1 × 4.8 W/m2) + (Retail Area 2 × 4.84 W/m2) + (Retail Area 3 × 11 W/m2) + (Retail Area 4 × 20 W/m2) where: Retail Area 1 = The floor area for all products not listed in Retail Area 2, 3 or 4. Retail Area 2 = The floor area used for the sale of vehicles, sporting goods and small electronics. Retail Area 3 = The floor area used for the sale of furniture, clothing, cosmetics and artwork. Retail Area 4 = The floor area used for the sale of jewelry, crystal and china. Other merchandise categories are permitted to be included in Retail Areas 2 through 4, provided that justification doc- umenting the need for additional lighting power based on visual inspection, contrast, or other critical display is approved by the code official. 2. For spaces in which lighting is specified to be installed in addition to the general lighting for the purpose of decorative appearance or for highlighting art or exhibits, provided that the additional lighting power shall be not more than 0.9 W/ft2 (9.7 W/m2) in lobbies and not more than 0.75 W/ft2 (8.1 W/m2) in other spaces. Not less than 95 percent of the permanently installed luminaires used for plant growth and maintenance shall have a photon efficiency of not less than 1.6 µmol/J, rated in accordance with ANSI/ASABE S640. The total connected exterior lighting power calculated in accordance with Section C405.4.1 shall be not greater than the exterior lighting power allowance calculated in accor- dance with Section C405.5.2. The total exterior connected lighting power shall be the total maximum rated wattage of all lighting that is powered through the energy service for the building. Lighting used for the following applica- tions shall not be included. 1. Lighting approved because of safety consider- ations. 2. Emergency lighting automatically off during normal business operation. 3. Exit signs. 4. Specialized signal, directional and marker light- ing associated with transportation. 5. Advertising signage or directional signage. 6. Integral to equipment or instrumentation and installed by its manufacturer. 7. Theatrical purposes, including performance, stage, film production and video production. 8. Athletic playing areas. 9. Temporary lighting. 10. Industrial production, material handling, trans- portation sites and associated storage areas. 11. Theme elements in theme/amusement parks. 12. Used to highlight features of art, public monu- ments, and the national flag. 13. Lighting for water features and swimming pools. 14. Lighting controlled from within dwelling units, where the lighting complies with Section R404.1. The total exterior lighting power allowance is the sum of the base site allowance plus the individual allowances for areas that are to be illuminated by lighting that is powered through the energy service for the building. Lighting power allow- ances are as specified in Table C405.5.2(2). The lighting zone for the building exterior is determined in accordance with Table C405.5.2(1) unless otherwise specified by the code official. Any increase in the exterior lighting power allowance is lim- ited to the specific lighting applications indicated in Table C405.5.2(3). The additional power shall be used only for the luminaires that are serving these applica- tions and shall not be used for any other purpose. Gas-fired lighting appliances shall not be equipped with continuously burn- ing pilot ignition systems. Each dwelling unit located in a Group R-2 building shall have a separate electrical meter. Low-voltage dry-type distribution electric transformers shall meet the min- imum efficiency requirements of Table C405.7 as tested and rated in accordance with the test procedure listed in DOE 10 CFR 431. The efficiency shall be verified through certifica- tion under an approved certification program or, where a cer- tification program does not exist, the equipment efficiency ratings shall be supported by data furnished by the trans- former manufacturer. The following transformers are exempt: 1. Transformers that meet the Energy Policy Act of 2005 exclusions based on the DOE 10 CFR 431 definition of special purpose applications. 2. Transformers that meet the Energy Policy Act of 2005 exclusions that are not to be used in general purpose applications based on information pro- vided in DOE 10 CFR 431. 3. Transformers that meet the Energy Policy Act of 2005 exclusions with multiple voltage taps where the highest tap is not less than 20 percent more than the lowest tap. 4. Drive transformers. 5. Rectifier transformers. 6. Auto-transformers. 7. Uninterruptible power system transformers. 8. Impedance transformers. 9. Regulating transformers. 10. Sealed and nonventilating transformers. 11. Machine tool transformers. 12. Welding transformers. 13. Grounding transformers. 14. Testing transformers. Electric motors shall meet the minimum efficiency requirements of Tables C405.8(1) through C405.8(4) when tested and rated in accor- dance with the DOE 10 CFR 431. The efficiency shall be ver- ified through certification under an approved certification program or, where a certification program does not exist, the equipment efficiency ratings shall be supported by data fur- nished by the motor manufacturer. The standards in this section shall not apply to the following exempt electric motors: 1. Air-over electric motors. 2. Component sets of an electric motor. 3. Liquid-cooled electric motors. 4. Submersible electric motors. 5. Inverter-only electric motors. Vertical and horizontal transportation sys- tems and equipment shall comply with this section. For the luminaires in each eleva- tor cab, not including signals and displays, the sum of the lumens divided by the sum of the watts shall be not less than 35 lumens per watt. Ventilation fans in elevators that do not have their own air-conditioning system shall not consume more than 0.33 watts/cfm at the maximum rated speed of the fan. Controls shall be provided that will de- energize ventilation fans and lighting systems when the elevator is stopped, unoccupied and with its doors closed for over 15 minutes. Escalators and moving walks shall comply with ASME A17.1/CSA B44 and shall have automatic controls configured to reduce speed to the minimum permitted speed in accordance with ASME A17.1/CSA B44 or applicable local code when not conveying passengers. A variable voltage drive system that reduces operating voltage in response to light loading conditions is an alternative to the reduced speed function. An escalator designed either for one-way down operation only or for reversible operation shall have a variable frequency regenerative drive that supplies electrical energy to the building electri- cal system when the escalator is loaded with passengers whose combined weight exceeds 750 pounds (340 kg). The total voltage drop across the combination of feeders and branch circuits shall not exceed 5 percent. 1 Developed areas of national parks, state parks, forest land, and rural areas 2 Areas predominantly consisting of residential zoning, neighborhood business districts, light industrial with limited nighttime use and residential mixed-use areas 3 All other areas not classified as lighting zone 1, 2 or 4 4 High-activity commercial districts in major metropolitan areas as designated by the local land use planning authority For SI: 1 foot = 304.8 mm, 1 watt per square foot = W/0.0929 m 2. W = watts. Base Site Allowance 350 W 400 W 500 W 900 W Parking areas and drives 0.03W/ft2 0.04 W/ft2 0.06 W/ft2 0.08 W/ft2 Walkways and ramps less than 10 feet wide 0.5 W/linear foot 0.5 W/linear foot 0.6 W/linear foot 0.7 W/linear foot Walkways and ramps 10 feet wide or greater, plaza areas, special feature areas 0.10 W/ft2 0.10 W/ft2 0.11 W/ft2 0.14 W/ft2 Dining areas 0.65 W/ft2 0.65 W/ft2 0.75 W/ft2 0.95 W/ft2 Stairways 0.6 W/ft2 0.7 W/ft2 0.7 W/ft2 0.7 W/ft2 Pedestrian tunnels 0.12 W/ft2 0.12 W/ft2 0.14 W/ft2 0.21 W/ft2 Landscaping 0.03 W/ft2 0.04 W/ft2 0.04 W/ft2 0.04 W/ft2 Pedestrian and vehicular entrances and exits 14 W/linear foot of opening 14 W/linear foot of opening 21 W/linear foot of opening 21 W/linear foot of opening Entry canopies 0.20 W/ft 2 0.25 W/ft2 0.4 W/ft2 0.4 W/ft2 Loading docks 0.35 W/ft2 0.35 W/ft2 0.35 W/ft2 0.35 W/ft2 Free-standing and attached 0.40 W/ft 2 0.40 W/ft2 0.6 W/ft2 0.7 W/ft2 Open areas (including vehicle sales lots)0.20 W/ft2 0.20 W/ft2 0.35 W/ft2 0.50 W/ft2 Street frontage for vehicle sales lots in addition to “open area” allowance No allowance 7 W/linear foot 7 W/linear foot 21 W/linear foot For SI: 1 watt per square foot = W/0.0929 m 2. W = watts. Building façades No allowance 0.075 W/ft2 of gross above-grade wall area 0.113 W/ft2 of gross above-grade wall area 0.15 W/ft2 of gross above-grade wall area Automated teller machines (ATM) and night depositories 135 W per location plus 45 W per additional ATM per location Uncovered entrances and gatehouse inspection stations at guarded facilities 0.5 W/ft2 of area Uncovered loading areas for law enforcement, fire, ambulance and other emergency service vehicles 0.35 W/ft2 of area Drive-up windows and doors 200 W per drive through Parking near 24-hour retail entrances. 400 W per main entry a. kiloVolt-Amp rating. b. Nominal efficiencies shall be established in accordance with the DOE 10 CFR 431 test procedure for low-voltage dry-type transformers. 15 97.70 15 97.89 25 98.00 30 98.23 37.5 98.20 45 98.40 50 98.30 75 98.60 75 98.50 112.5 98.74 100 98.60 150 98.83 167 98.70 225 98.94 250 98.80 300 99.02 333 98.90 500 99.14 ——750 99.23 ——1000 99.28 a. Nominal efficiencies shall be established in accordance with DOE 10 CFR 431. b. For purposes of determining the required minimum nominal full-load efficiency of an electric motor that has a horsepower or kilowatt rating between two horsepower or two kilowatt ratings listed in this table, each such motor shall be deemed to have a listed horsepower or kilowatt rating, determined as follows: 1. A horsepower at or above the midpoint between the two consecutive horsepowers shall be rounded up to the higher of the two horsepowers. 2. A horsepower below the midpoint between the two consecutive horsepowers shall be rounded down to the lower of the two horsepowers. 3. A kilowatt rating shall be directly converted from kilowatts to horsepower using the formula: 1 kilowatt = (1/0.746) horsepower. The conversion should be calculated to three significant decimal places, and the resulting horsepower shall be rounded in accordance with No. 1 or No. 2 above, as applicable. 1 (0.75)77.0 77.0 85.5 85.5 82.5 82.5 75.5 75.5 1.5 (1.1)84.0 84.0 86.5 86.5 87.5 86.5 78.5 77.0 2 (1.5)85.5 85.5 86.5 86.5 88.5 87.5 84.0 86.5 3 (2.2)86.5 85.5 89.5 89.5 89.5 88.5 85.5 87.5 5 (3.7)88.5 86.5 89.5 89.5 89.5 89.5 86.5 88.5 7.5 (5.5)89.5 88.5 91.7 91.0 91.0 90.2 86.5 89.5 10 (7.5)90.2 89.5 91.7 91.7 91.0 91.7 89.5 90.2 15 (11)91.0 90.2 92.4 93.0 91.7 91.7 89.5 90.2 20 (15)91.0 91.0 93.0 93.0 91.7 92.4 90.2 91.0 25 (18.5)91.7 91.7 93.6 93.6 93.0 93.0 90.2 91.0 30 (22)91.7 91.7 93.6 94.1 93.0 93.6 91.7 91.7 40 (30)92.4 92.4 94.1 94.1 94.1 94.1 91.7 91.7 50 (37)93.0 93.0 94.5 94.5 94.1 94.1 92.4 92.4 60 (45)93.6 93.6 95.0 95.0 94.5 94.5 92.4 93.0 75 (55)93.6 93.6 95.4 95.0 94.5 94.5 93.6 94.1 100 (75)94.1 93.6 95.4 95.4 95.0 95.0 93.6 94.1 125 (90)95.0 94.1 95.4 95.4 95.0 95.0 94.1 94.1 150 (110)95.0 94.1 95.8 95.8 95.8 95.4 94.1 94.1 200 (150)95.4 95.0 96.2 95.8 95.8 95.4 94.5 94.1 250 (186)95.8 95.0 96.2 95.8 95.8 95.8 95.0 95.0 300 (224)95.8 95.4 96.2 95.8 95.8 95.8 350 (261)95.8 95.4 96.2 95.8 95.8 95.8 400 (298)95.8 95.8 96.2 95.8 450 (336)95.8 96.2 96.2 96.2 500 (373)95.8 96.2 96.2 96.2 a. Nominal efficiencies shall be established in accordance with DOE 10 CFR 431. b. For purposes of determining the required minimum nominal full-load efficiency of an electric motor that has a horsepower or kilowatt rating between two horsepower or two kilowatt ratings listed in this table, each such motor shall be deemed to have a listed horsepower or kilowatt rating, determined as follows: 1. A horsepower at or above the midpoint between the two consecutive horsepowers shall be rounded up to the higher of the two horsepowers. 2. A horsepower below the midpoint between the two consecutive horsepowers shall be rounded down to the lower of the two horsepowers. 3. A kilowatt rating shall be directly converted from kilowatts to horsepower using the formula: 1 kilowatt = (1/0.746) horsepower. The conversion should be calculated to three significant decimal places, and the resulting horsepower shall be rounded in accordance with No. 1 or No. 2 above, as applicable. 1 (0.75)85.5 85.5 82.5 82.5 75.5 75.5 1.5 (1.1)86.5 86.5 87.5 86.5 78.5 77.0 2 (1.5)86.5 86.5 88.5 87.5 84.0 86.5 3 (2.2)89.5 89.5 89.5 88.5 85.5 87.5 5 (3.7)89.5 89.5 89.5 89.5 86.5 88.5 7.5 (5.5)91.7 91.0 91.0 90.2 86.5 89.5 10 (7.5)91.7 91.7 91.0 91.7 89.5 90.2 15 (11)92.4 93.0 91.7 91.7 89.5 90.2 20 (15)93.0 93.0 91.7 92.4 90.2 91.0 25 (18.5)93.6 93.6 93.0 93.0 90.2 91.0 30 (22)93.6 94.1 93.0 93.6 91.7 91.7 40 (30)94.1 94.1 94.1 94.1 91.7 91.7 50 (37)94.5 94.5 94.1 94.1 92.4 92.4 60 (45)95.0 95.0 94.5 94.5 92.4 93.0 75 (55)95.4 95.0 94.5 94.5 93.6 94.1 100 (75)95.4 95.4 95.0 95.0 93.6 94.1 125 (90)95.4 95.4 95.0 95.0 94.1 94.1 150 (110)95.8 95.8 95.8 95.4 94.1 94.1 200 (150)96.2 95.8 95.8 95.4 94.5 94.1 a. Average full-load efficiencies shall be established in accordance with DOE 10 CFR 431. 0.25 65.6 69.5 67.5 0.33 69.5 73.4 71.4 0.50 73.4 78.2 75.3 0.75 76.8 81.1 81.7 1 77.0 83.5 82.5 1.5 84.0 86.5 83.8 2 85.5 86.5 N/A 3 85.5 86.9 N/A The building shall be provided with electric vehicle (EV) charging in accordance with this section and the National Electrical Code (NFPA 70). Where parking spaces are added or modified without an increase in building size, only the new parking spaces are subject to this requirement. The number of parking spaces can be determined by actual spaces provided or consistent with Boulder’s Municipal Code, Title 9: Land Use Code, Chapter 9: Development Standards, 9-9-6: Parking Standards. Group R occupancies with three or more dwelling units and/or sleeping units shall be provided with EV charging in accordance with Table C405.11.1. Calculations for the number of spaces shall be rounded up to the nearest whole number. Group A, B, E, I, M and open or enclosed parking garages under S-2 occupancy shall be provided with electric vehi- cle charging in accordance with Table C405.11.2. Calcula- tions for the number of spaces shall be rounded up to the nearest whole number. The number of electric vehicle supply equipment (EVSE) installed spaces may be reduced by up to five provided that the building includes not less than one parking space equipped with an EV fast char- ger and not less than one EV ready space. Construction documents shall designate all EV capable spaces, EV ready spaces and EVSE installed spaces and indicate the locations of con- duit and termination points serving them. The circuits or spaces reserved for the circuits for EV capable spaces, EV ready spaces and EVSE installed spaces shall be clearly identified in the panel or subpanel directory. The conduit for EV capable spaces shall be clearly identified at both the panel or subpanel and the termination point at the parking space. Where new EVSE installed spaces and/or new EV ready spaces and new accessible parking, as defined by the City of Boulder Building Code, Chapter 11, are both provided, parking facilities shall be designed so that at least one accessible parking space shall be EV ready or EVSE installed. All newly constructed com- mercial buildings shall comply with the requirements of Sec- tions C406.2 through C406.5. Solar zones shall be clearly indicated on the construction documents. The solar zone shall have a minimum total area described as follows. The 1–25 spaces 1 None None > 25 spaces 10% of spaces 40% of remaining spaces 5% of spaces (minimum one dual port charging station) 1 space 1 None None 2–25 spaces 1 1 None > 25 spaces 10% of spaces 10% of remaining spaces 5% of spaces (minimum one dual port charging station) a. Average full-load efficiencies shall be established in accordance with DOE 10 CFR 431. 0.25 66.6 68.5 62.2 0.33 70.5 72.4 66.6 0.50 72.4 76.2 76.2 0.75 76.2 81.8 80.2 1 80.4 82.6 81.1 1.5 81.5 83.8 N/A 2 82.9 84.5 N/A 3 84.1 N/A N/A solar zone shall comply with access, pathway, smoke venti- lation and spacing requirements as specified in the Boulder Revised Code. The solar zone total area shall be comprised of one or more rectangular areas that are not less than 80 square feet and no side of any rectangular area shall be less than 5 feet in length. The solar zone shall be located on: 1. The roof or overhang of the building. 2. The roof or overhang of another structure located within 250 feet of the building on the same parcel or lot. 3. Covered parking installed with the building project. 4. A façade of the building that is within 15 degrees of true south. The solar zone shall cover not less than 40 percent of the total roof area, as measured by the area of the roof planes. The following roof areas can be excluded when calculating the total roof area of the building: 1. Roof areas with a permanently installed domestic solar water-heating system. 2. Roof areas where the annual solar access is less than 70 percent. For the purpose of this code, solar access means the ratio of solar insolation including shade to the solar insolation without shade. Shading from obstructions located on the roof or any other part of the building shall not be included in the determina- tion of annual solar access. 3. Roof areas with a permanently installed solar elec- tric system having a nameplate DC power rating, measured under standard test conditions, of not less than 1 watt per square foot of roof area. Solar zones are not required in build- ings where the roof is designed and approved to be used for vehicular traffic or parking or for a heliport. All sections of the solar zone located on steep sloped roofs shall be oriented between 90 degrees and 270 degrees of true north. 1. No obstructions, including but not limited to, vents, chimneys, architectural features and roof-mounted equipment, shall be located in the solar zone. 2. Any obstruction located on the roof or any other part of the building that projects above a solar zone shall be located at least twice the distance, measured in the horizontal plane, of the height difference between the highest point of the obstruction and the horizontal projection of the nearest point of the solar zone, measured in the vertical plane. Any roof obstruction, located on the roof or any other part of the building, that is ori- ented north of all points on the solar zone. For areas of the roof designated as solar zone, the structural design loads for roof dead load and roof live load shall be clearly indicated on the construction documents. The inclusion of any collateral loads for future solar energy systems is not required. The construction docu- ments shall indicate a location for inverters and metering equipment and a pathway for routing of conduit from the solar zone to the point of interconnection with the electrical service. A copy of the construction docu- ments or a comparable document indicating the information from Sections C406.2 and C406.3 shall be provided to and maintained by the building owner. The building owner shall provide a copy of the construction documents or a compara- ble document indicating the information from Sections C406.2 and C406.3 to any purchasers and subsequent owners of the building or any part thereof. 1. The main electrical service panel shall have a minimum bus bar rating of not less than 200 amps. 2. The main electrical service panel shall have a reserved space to allow for the installation of double pole circuit breakers for a future solar electric installation. The min- imum reserved amperage shall be determined from Table C406.5. 2.1. The reserved space shall be posi- tioned at the opposite (load) end from the input feeder location or main circuit location. 2.2. The reserved spaces shall be perma- nently marked as “For Future Solar Electric.” This section establishes criteria for compli- ance using total building performance. Compliance with this section requires the use of ASHRAE Standard 90.1-2016 Appendix G, with modifications. Required modifications to this standard are summarized in this section.1 All end use load components within and associated with the building shall be modeled. Energy used to recharge or refuel vehicles that are used for on-road and off-site transportation purposes shall be excluded from compliance modeling. Energy sup- plied to vehicle charging equipment shall be submetered per section C407.6. 120 0.125 240 0.063 208 0.042 277 0.054 480 0.018 1. A complete list of Boulder required modifications to the Appendix G protocol can be found on the City of Boulder Energy Conservation Code website in the document “Boulder Modified Appendix G Protocol.” Compliance with this section requires compliance with all mandatory requirements of this chapter. Compliance based on total building performance requires that the proposed design be shown to have a predicted annual energy perfor- mance that is 25 percent better than the predicted annual energy performance of the standard reference design base- line. Energy use for the proposed design shall also be reported to the code official as energy use intensity (EUI) in kBtu/sf/yr. The energy performance improvements beyond the standard reference design shall be calculated in one of the following three ways: An annual energy use reduc- tion of 25 percent compared to the energy use of a build- ing modeled to achieve the performance cost index target (PCIt) calculated using the standard reference design of Appendix G of ASHRAE/IESNA Standard 90.1-2016 Energy Standard for Buildings Except for Low-rise Resi- dential Buildings, as modified in Section C407.4. Projects of the types listed in Table C407.3.2 may use the EUI targets identified in the table in lieu of baseline modeling. The proposed building model predicted performance will be demon- strated using the energy modeling procedures in Appendix G of ASHRAE/IESNA Standard 90.1-2016 Energy Stan- dard for Buildings Except for Low-rise Residential Build- ings, as modified in Section C407.4. Buildings with multiple occupancy types listed in Table C407.3.2 (only) may develop a performance target based on a weighted- average EUI calculated by floor area of each occupancy type. With approval of the building official, projects may demonstrate compliance with this code by proving that the building has achieved the EUI performance calculated per C407.3.1 or C407.3.2 based on metered energy use after occupancy. Buildings following the measured performance outcome path are required to comply with the mandatory measures of this chapter. Energy used for data centers and EV charging equipment may be excluded from the total EUI of the building, provided that this energy use is separately metered per the requirements of Section C407.6. Metered energy data shall be reported to the building official using Energy Star Portfolio Manager, and adjusted for the percentage of floor area occupied. While at least 75 percent occupied, the building shall operate at or below its assigned energy use target estab- lished in Section C407.3.2 for any recording period of 12 consecutive months that is completed within three years of the date of the Certificate of Occupancy. The owner shall notify the building official when this 12- month period has been successfully completed. The build- ing official may approve adjustments to building EUI targets based on unanticipated changes to building operation and conditions. Adjustments to targets must be approved by the building official based on specific documentation of the need for adjustment. The follow- ing conditions can be considered as the basis for adjust- ments to EUI targets: 1. When the occupancy of the building or a portion of the building changes from that assumed in the permit submittal, the assigned energy performance tar- get shall be adjusted to reflect the new occu- pancy. If the new occupancy is not listed in Section C407.3.2, either the building official shall assign it an energy use target based on the best-performing local examples of that occu- pancy type, or a metering system shall be pro- vided that excludes the energy loads for the additional occupancy. 2.If the heating degree days (HDD) recorded by the National Weather Service for the Denver Interna- tional Airport exceeds the average HDD value identified in local TMY3 data for the 12-month demonstration period, the assigned energy per- formance target is permitted to be increased by 1 percent for each 4-percent increase of HDD from average HDD for that period. 3. Adjustments for conditions other than those identified in this sec- tion that represent reasonable and unanticipated changes to building use characteristics may be considered as a basis for target adjustment on a case-by-case basis by the building official. The applicant shall provide a financial security to be used if the building fails to achieve an operating energy use lower than the building’s energy use target according to Section C407.3.2. The financial security shall be submitted to and approved by the code official prior to issuance of the building permit. The financial security requirement shall be fulfilled by an escrow of funds with the city for an amount equal to $2.00 per square foot of gross floor area. If the owner provides evidence that the building has operated at or below its target energy performance level, as provided in Section C407.3.3.2, the financial security provided by the applicant shall be returned to Medium office (5,000–50,000 sf)23 Mid-rise apartment (Type R2)32 Primary school 34 Small office (< 5000 sf)19 Secondary school 31 Warehouse 11 the applicant and the applicant will have no further obligations under this section. If the owner fails to provide evidence that the building has operated as required under Section C407.3.3.2, the building official shall require the applicant to draw down on the financial security of Section C407.3.3.4 to lower the operating energy use of the building, includ- ing recommissioning, repairs and improvements to the existing energy-consuming systems, or provision of additional energy efficiency measures to reduce the building’s energy use. Such expenditures shall be approved in advance by the building official, and the work shall be fully completed within one year of the date when a financial security has been drawn down. Compliance with this section requires the use of ASHRAE Standard 90.1-2016 Appendix G, with specific modifications adopted by the City of Boulder. A complete list of these modifications can be found in the document: “Boulder Modified Appendix G Pro- tocol.” Required modifications to the Appendix G protocol include the following: Projects must demonstrate that the proposed building design will achieve a required PCI (PCIr) that is 25 percent less than the PCI target (PCIt) calculated using the standard refer- ence design of Appendix G of ASHRAE/IESNA Standard 90.1-2016 Energy Standard for Buildings Except for Low- rise Residential Buildings, as calculated in Section 4.2.1.1 of that standard. Projects using this standard must use the revised building performance factors listed in Table C407.4.1.1 instead of the BPFs listed in Table 4.2.1.1 of Standard 90.1. Projects must report to the building official the pre- dicted EUI associated with the proposed building design that meets the required PCI (PCIr) identified in Section C407.4.1. All elements of the building envelope and HVAC system must meet the pre- scriptive requirements of ASHRAE Standard 90.1-2016, Sections 5.5 and 6.8. No individual component tradeoffs below these prescriptive requirements will be allowed in the proposed building performance model. Exceptions to the 40 percent window-to-wall area ratio can be made pro- vided that the project can still meet the required building energy performance requirements of Section C401. All projects using the perfor- mance pathway must use the mandatory building sched- ules and equipment power density schedules provided in the “Boulder Modified Appendix G Protocol” for both the baseline and proposed building model. Mandatory sched- ules are available on the City of Boulder Energy Conser- vation Code website. 1. The code official may approve alternate sched- ules prior to submittal to account for special use conditions. 2. The code official may approve alternate sched- ules for unregulated loads in the proposed build- ing design that reflect plug and process load management strategies. The following mandatory sections of Appendix G are super- seded by the mandatory requirements listed in Section C407.2: Sections 5.4, 6.4, 7.4, 8.4, 9.4 and 10.4. On-site renewable energy gen- erated by a system installed as part of this project that is used by the building shall be subtracted from the proposed design energy consumption prior to calculating the proposed build- ing performance. All projects using the performance pathway must install an on-site renewable energy system sized to meet at least 5 percent of annual proposed design energy consumption. All projects must also meet the requirements of Section C406, Solar Readiness. All projects must install sub- metering or monitoring capabilities to support building energy performance analysis. The project must include capa- bilities to store and access a 24-month continuous data set on an ongoing basis. All fuel sources serv- ing the building must be separately metered. Individual meters used to comply with this section may not serve multiple buildings. Energy production from on-site renewable energy systems must be independently metered. Measurement devices shall be installed in new buildings to monitor the electric energy use of each of the following separately: 1. Total electric energy. 2. HVAC systems energy use. Office 0.56 Retail 0.58 School 0.43 Healthcare 0.55 Restaurant 0.62 Hotel 0.58 Warehouse 0.50 Apartment 0.78 All others 0.55 3. Interior lighting. 4. Exterior lighting. 5. Receptacle circuits. 6. Data centers representing over 10 percent of total building load or 5 percent of building floor area. 7. Other process loads that represent 10 percent or more of total building energy use based on building energy use modeling. EV supply equipment must be metered independently from other building loads. For buildings with tenants, individual tenant energy loads shall be capable of being separately monitored. Projects using the perfor- mance path are required to submit an analysis comparing design modeling to actual energy use for a consecutive 12- month period within two years of project occupancy. This analysis should use billing data and submetered data from the building to identify the accuracy of the energy model and any areas of performance divergence from predicted energy use. All projects are required to provide a narrative summary describing areas of alignment and misalignment of predictive modeling with actual energy use patterns, including modeled EUI and metered EUI. This effort may be designed to support an ongoing commissioning or retro-commissioning process required in Section 408. This section covers the provision of main- tenance information and the commissioning of, and the func- tional testing requirements for, building systems. The building operations and maintenance docu- ments shall be provided to the owner and shall consist of manufacturers’ information, specifications and recom- mendations; programming procedures and data points; nar- ratives; and other means of illustrating to the owner how the building, equipment and systems are intended to be installed, maintained and operated. Required regular main- tenance actions for equipment and systems shall be clearly stated on a readily visible label. The label shall include the title or publication number for the operation and mainte- nance manual for that particular model and type of product. As part of the operations manual, the project must provide a written description of what metered data is collected, how meter- ing data is collected and stored, and how the data can be accessed for project analysis by the building operator. Prior to the final mechanical and plumbing inspections, the registered design professional or approved agency shall pro- vide evidence of mechanical systems commissioning and completion in accordance with the provisions of this section. Construction document notes shall clearly indicate provi- sions for commissioning and completion requirements in accordance with this section and are permitted to refer to specifications for further requirements. Copies of all docu- mentation shall be given to the owner or owner’s authorized agent and made available to the code official upon request in accordance with Sections C408.2.4 and C408.2.5. The following systems are exempt: 1. Mechanical systems and service water heater sys- tems in buildings where the total mechanical equip- ment capacity is less than 480,000 Btu/h (140.7 kW) cooling capacity and 600,000 Btu/h (175.8 kW) combined service water-heating and space-heating capacity. 2. Systems included in Section C403.5 that serve indi- vidual dwelling units and sleeping units. A commissioning plan shall be developed by a registered design professional or approved agency and shall include the following items: 1. A narrative description of the activities that will be accomplished during each phase of commissioning, including the personnel intended to accomplish each of the activities. 2.A listing of the specific equipment, appliances or systems to be tested and a description of the tests to be performed. 3. Functions to be tested including, but not limited to, calibrations and economizer controls. 4. Conditions under which the test will be performed. Testing shall affirm winter and summer design con- ditions and full outside air conditions. 5. Measurable criteria for performance. HVAC sys- tems shall be balanced in accordance with generally accepted engineering standards. Air and water flow rates shall be measured and adjusted to deliver final flow rates within the tolerances provided in the product specifica- tions. Test and balance activities shall include air system and hydronic system balancing. Each supply air outlet and zone terminal device shall be equipped with means for air balancing in accordance with the require- ments of Chapter 6 of the International Mechanical Code. Discharge dampers used for air-system balancing are prohibited on constant-volume fans and variable- volume fans with motors 10 hp (18.6 kW) and larger. Air systems shall be balanced in a manner to first mini- mize throttling losses then, for fans with system power of greater than 1 hp (0.746 kW), fan speed shall be adjusted to meet design flow conditions. Fans with fan motors of 1 hp (0.74 kW) or less are not required to be provided with a means for air balancing. Individual hydronic heating and cooling coils shall be equipped with means for balancing and measuring flow. Hydronic systems shall be proportionately balanced in a manner to first minimize throttling losses, then the pump impeller shall be trimmed or pump speed shall be adjusted to meet design flow conditions. Each hydronic system shall have either the capability to measure pres- sure across the pump, or test ports at each side of each pump. The following equipment is not required to be equipped with a means for balancing or mea- suring flow: 1. Pumps with pump motors of 5 hp (3.7 kW) or less. 2. Where throttling results in not greater than 5 percent of the nameplate horsepower draw above that required if the impeller were trimmed. Functional performance testing specified in Sections C408.2.3.1 through C408.2.3.3 shall be conducted. Equipment functional perfor- mance testing shall demonstrate the installation and operation of components, systems, and system-to-sys- tem interfacing relationships in accordance with approved plans and specifications such that operation, function, and maintenance serviceability for each of the commissioned systems is confirmed. Testing shall include all modes and sequence of operation, including under full-load, part-load and the following emergency conditions: 1. All modes as described in the sequence of opera- tion. 2. Redundant or automatic back-up mode. 3. Performance of alarms. 4. Mode of operation upon a loss of power and res- toration of power. Unitary or packaged HVAC equipment listed in Tables C403.3.2(1) through C403.3.2(3) that do not require supply air economizers. HVAC and service water-heating control systems shall be tested to document that control devices, components, equipment and systems are cali- brated and adjusted and operate in accordance with approved plans and specifications. Sequences of opera- tion shall be functionally tested to document they oper- ate in accordance with approved plans and specifications. Air economizers shall undergo a functional test to determine that they operate in accordance with manufacturer’s specifications. A prelimi- nary report of commissioning test procedures and results shall be completed and certified by the registered design professional or approved agency and provided to the building owner or owner’s authorized agent. The report shall be organized with mechanical and service hot water findings in separate sections to allow independent review. The report shall be identified as “Preliminary Commis- sioning Report,” shall include the completed Commission- ing Compliance Checklist, Figure C408.2.4, and shall identify: 1. Itemization of deficiencies found during testing required by this section that have not been corrected at the time of report preparation. 2. Deferred tests that cannot be performed at the time of report preparation because of climatic conditions. 3. Climatic conditions required for performance of the deferred tests. 4. Results of functional performance tests. 5. Functional performance test procedures used during the commissioning process, including measurable criteria for test acceptance. Buildings, or por- tions thereof, shall not be considered as acceptable for a final inspection pursuant to Section C105.2.6 until the code official has received the Preliminary Commission- ing Report from the building owner or owner’s autho- rized agent. The code official shall be permitted to require that a copy of the Preliminary Commissioning Report be made available for review by the code official. The construc- tion documents shall specify that the documents described in this section be provided to the building owner or owner’s authorized agent within 90 days of the date of receipt of the certificate of occupancy. A written report describing the activities and measurements completed in accordance with Section C408.2.2. A report of test procedures and results identified as “Final Com- missioning Report” shall be delivered to the building owner or owner’s authorized agent. The report shall be organized with mechanical system and service hot water system findings in separate sections to allow independent review. The report shall include the fol- lowing: 1. Results of functional performance tests. 2. Disposition of deficiencies found during testing, including details of corrective measures used or proposed. 3. Functional performance test procedures used during the commissioning process including mea- surable criteria for test acceptance, provided herein for repeatability. Deferred tests that cannot be performed at the time of report preparation due to climatic con- ditions. Automatic lighting controls required by this code shall comply with this section. Prior to passing final inspection, the registered design professional shall pro- vide evidence that the lighting control systems have been tested to ensure that control hardware and software are cal- ibrated, adjusted, programmed and in proper working con- dition in accordance with the construction documents and manufacturer’s instructions. Functional testing shall be in accordance with Sections C408.3.1.1 through C408.3.1.3 for the applicable control type. Where occu- pant sensor controls are provided, the following proce- dures shall be performed: 1. Certify that the occupant sensor has been located and aimed in accordance with manufacturer rec- ommendations. 2. For projects with seven or fewer occupant sen- sors, each sensor shall be tested. 3. For projects with more than seven occupant sen- sors, testing shall be done for each unique combi- nation of sensor type and space geometry. Where multiples of each unique combination of sensor type and space geometry are provided, not less than 10 percent and in no case fewer than one, of each combination shall be tested unless the code official or design professional requires a higher percentage to be tested. Where 30 percent or more of the tested controls fail, all remaining identical combinations shall be tested. For occupant sensor controls to be tested, ver- ify the following: 3.1. Where occupant sensor controls include status indicators, verify correct operation. 3.2. The controlled lights turn off or down to the permitted level within the required time. 3.3. For auto-on occupant sensor controls, the lights turn on to the permitted level when an occupant enters the space. 3.4. For manual-on occupant sensor controls, the lights turn on only when manually activated. 3.5. The lights are not incorrectly turned on by movement in adjacent areas or by HVAC operation. Where time-switch controls are provided, the following procedures shall be performed: 1. Confirm that the time-switch control is pro- grammed with accurate weekday, weekend and holiday schedules. 2. Provide documentation to the owner of time- switch controls programming including weekday, weekend, holiday schedules, and set-up and prefer- ence program settings. 3. Verify the correct time and date in the time switch. 4. Verify that any battery back-up is installed and energized. 5. Verify that the override time limit is set to not more than 2 hours. 6. Simulate occupied condition. Verify and docu- ment the following: 6.1. All lights can be turned on and off by their respective area control switch. 6.2. The switch only operates lighting in the enclosed space in which the switch is located. 7. Simulate unoccupied condition. Verify and docu- ment the following: 7.1. Nonexempt lighting turns off. 7.2. Manual override switch allows only the lights in the enclosed space where the over- ride switch is located to turn on or remain on until the next scheduled shutoff occurs. 8. Additional testing as specified by the registered design professional. Where day- light responsive controls are provided, the following shall be verified: 1. Control devices have been properly located, field calibrated and set for accurate setpoints and threshold light levels. 2. Daylight controlled lighting loads adjust to light level setpoints in response to available daylight. 3. The calibration adjustment equipment is located for ready access only by authorized personnel. The construc- tion documents shall specify that the documents described in this section be provided to the building owner or owner’s authorized agent within 90 days of the date of receipt of the certificate of occupancy. Construction documents shall include the location and catalogue number of each piece of equipment. An operating and maintenance manual shall be provided and include the following: 1. Name and address of not less than one service agency for installed equipment. 2. A narrative of how each system is intended to operate, including recommended setpoints. 3. Submittal data indicating all selected options for each piece of lighting equipment and lighting controls. 4. Operation and maintenance manuals for each piece of lighting equipment. Required routine maintenance actions, cleaning and recommended relamping shall be clearly identified. 5. A schedule for inspecting and recalibrating all lighting controls. A report of test results shall be pro- vided and include the following: 1. Results of functional performance tests. 2. Disposition of deficiencies found during testing, including details of corrective measures used or proposed. Project Information: _____________________________ Project Name:___________________________________ Project Address: _________________________________________________________________________________ Commissioning Authority: __________________________________________________________________________ Commissioning Plan (Section C408.2.1) Commissioning Plan was used during construction and includes all items required by Section C408.2.1 Systems Adjusting and Balancing has been completed. HVAC Equipment Functional Testing has been executed. If applicable, deferred and follow-up testing is scheduled to be provided on:___________________________ HVAC Controls Functional Testing has been executed. If applicable, deferred and follow-up testing is scheduled to be provided on:___________________________ Economizer Functional Testing has been executed. If applicable, deferred and follow-up testing is scheduled to be provided on:___________________________ Lighting Controls Functional Testing has been executed. If applicable, deferred and follow-up testing is scheduled to be provided on:___________________________ Service Water-Heating System Functional Testing has been executed. If applicable, deferred and follow-up testing is scheduled to be provided on:___________________________ Manual, record documents and training have been completed or scheduled Preliminary Commissioning Report submitted to owner and includes all items required by Section C408.2.4 I hereby certify that the commissioning provider has provided me with evidence of mechanical, service water heating and lighting systems commissioning in accordance with the 2018 IECC. Signature of Building Owner or Owner’s Representative ___________________________ Date______________ User note: About this chapter: Many buildings are renovated or altered in numerous ways that could affect the energy use of the building as a whole. Chapter 5 requires the application of certain parts of Chapter 4 in order to maintain, if not improve, the conservation of energy by the reno- vated or altered building. The provisions of this chapter shall control the alteration, repair, addition and change of occupancy of existing buildings and structures. Except as specified in this chap- ter, this code shall not be used to require the removal, alter- ation or abandonment of, nor prevent the continued use and maintenance of, an existing building or building system law- fully in existence at the time of adoption of this code. Buildings and structures, and parts thereof, shall be maintained in a safe and sanitary condition. Devices and systems required by this code shall be main- tained in conformance to the code edition under which they were installed. The owner or the owner’s authorized agent shall be responsible for the maintenance of buildings and structures. The requirements of this chapter shall not provide the basis for removal or abrogation of energy conservation, fire protection and safety systems and devices in existing structures. Alterations, repairs, additions and changes of occupancy to, or relocation of, existing buildings and structures shall comply with the provisions for alter- ations, repairs, additions and changes of occupancy or relo- cation, respectively, in this code and in the International Building Code, International Existing Building Code, Inter- national Fire Code, International Fuel Gas Code, Interna- tional Mechanical Code, International Plumbing Code, International Property Maintenance Code, International Pri- vate Sewage Disposal Code and NFPA 70. Except as other- wise required or permitted by this code, materials permitted by the applicable code for new construction shall be used. Like materials shall be permitted for repairs, provided that hazards to life, health or property are not created. Hazardous materials shall not be used where the code for new construc- tion would not allow use of these materials in buildings of similar occupancy, purpose and location. Provisions of this code relating to the construction, repair, alteration, restoration and move- ment of structures, and change of occupancy shall not be mandatory for historic buildings provided that a report has been submitted to the code official and signed by a registered design professional, or a representative of the State Historic Preservation Office or the historic preservation authority hav- ing jurisdiction, demonstrating that compliance with that pro- vision would threaten, degrade or destroy the historic form, fabric or function of the building. Additions to an existing building, building system or portion thereof shall conform to the provisions of this code as those provisions relate to new construction. Addi- tions shall not create an unsafe or hazardous condition or overload existing building systems. An addition shall be deemed to comply with this code if the addition alone com- plies or if the existing building and addition comply with this code as a single building. 1. New additions with a construction valuation of $500,000 or more shall comply with Section C407. 2. New buildings and additions with a construction valua- tion less than $500,000 shall comply with Section C502.2. Additions shall comply with Sections C502.2.1 through C502.2.6.2. New vertical fenestration area that results in a total building fenestration area less than or equal to that specified in Section C402.4.1 shall comply with Section C402.1.5, C402.4.3 or C407. Addi- tions with vertical fenestration that result in a total building fenestration area greater than Section C402.4.1 or addi- tions that exceed the fenestration area greater than Section C402.4.1 shall comply with Section C402.4.1.1 for the addition only. Additions that result in a total building verti- cal fenestration area exceeding that specified in Section C402.4.1.1 shall comply with Section C402.1.5 or C407. New skylight area that results in a total building fenestration area less than or equal to that specified in Section C402.4.1 shall comply with Section C402.1.5 or C407. Additions with skylight area that result in a total building skylight area greater than C402.4.1 or additions that exceed the skylight area shall comply with Section C402.4.1.2 for the addition only. Additions that result in a total building skylight area exceeding that speci- fied in Section C402.4.1.2 shall comply with Section C402.1.5 or C407. New mechanical systems and equipment that are part of the addition and serve the building heating, cooling and ventilation needs shall comply with Section C403. New mechanical systems that serve additions shall com- ply with Sections C408.2.2, C408.2.3 and C408.2.5. 1. Mechanical systems and service water-heating systems in buildings where the total mechani- cal equipment capacity is less than 480,000 Btu/h (140.7 kW) cooling capacity and 600,000 Btu/h (175.8 kW) combined service water-heating and space-heating capacity. 2. Systems included in Section C403.5 that serve individual dwelling units and sleeping units. New service water-heating equipment, controls and service water heat- ing piping shall comply with Section C404. New service hot water systems that serve addi- tions shall comply with Sections C408.2.3 and C408.2.5. 1. Service water-heating systems in buildings where the total mechanical equipment capac- ity is less than 600,000 Btu/h (175.8 kW) combined service water-heating and space- heating capacity. 2. Systems included in Section C403.5 that serve individual dwelling units and sleeping units. New pools and inground permanently installed spas shall comply with Section C404.10. New lighting sys- tems that are installed as part of the addition shall comply with Section C405. The total interior lighting power for the addition shall comply with Sec- tion C405.3.2 for the addition alone, or the existing building and the addition shall comply as a single build- ing. The total exterior lighting power for the addition shall comply with Sec- tion C405.4.2 for the addition alone, or the existing building and the addition shall comply as a single build- ing. New lighting systems that serve additions shall comply with Section C408.3. Alterations to any building or structure shall comply with the requirements of Section C503 and the code for new construction. Alterations shall be such that the existing building or structure is not less conforming to the provisions of this code than the existing building or structure was prior to the alteration. Alterations to an existing build- ing, building system or portion thereof shall conform to the provisions of this code as those provisions relate to new con- struction. Alterations shall not create an unsafe or hazardous condition or overload existing building systems. Level 3 alterations shall also comply with Section C503.7. Level 4 alterations shall also comply with Section C503.8. The following alterations need not comply with the requirements for new construction, provided that the energy use of the building is not increased: 1. Storm windows installed over existing fenestration. 2. Surface-applied window film installed on existing single-pane fenestration assemblies reducing solar heat gain, provided that the code does not require the glazing or fenestration to be replaced. 3. Existing ceiling, wall or floor cavities exposed during construction, provided that these cavities are filled with insulation. 4. Construction where the existing roof, wall or floor cavity is not exposed. 5.Roof recover. 6.Air barriers shall not be required for roof recover and roof replacement where the alterations or reno- vations to the building do not include alterations, renovations or repairs to the remainder of the build- ing envelope. Any nonconditioned or low-energy space that is altered to become conditioned space shall be required to be brought into full compliance with this code. 1. Where the component performance alternative in Section C402.1.5 is used to comply with this sec- tion, the proposed UA shall be not greater than 110 percent of the target UA. 2. Where the total building performance option in Sec- tion C407 is used to comply with this section, the annual energy cost of the proposed design shall be not greater than 110 percent of the annual energy cost otherwise permitted by Section C407.3. New building envelope assem- blies that are part of the alteration shall comply with Sections C402.1 through C402.5. Where the existing building exceeds the fenes- tration area limitations of Section C402.4.1 prior to alter- ation, the building is exempt from Section C402.4.1 provided that there is not an increase in fenestration area. Roof replacements shall comply with Section C402.1.3, C402.1.4, C402.1.5 or C407 where the existing roof assembly is part of the build- ing thermal envelope and contains insulation entirely above the roof deck. The addition of vertical fenestration that results in a total building fenestration area less than or equal to that specified in Section C402.4.1 shall comply with Section C402.1.5, C402.4.3 or C407. The addition of vertical fenestration that results in a total building fenestration area greater than Section C402.4.1 shall comply with Section C402.4.1.1 for the space adjacent to the new fenestration only. Alterations that result in a total building vertical fenestration area exceeding that specified in Section C402.4.1.1 shall com- ply with Section C402.1.5 or C407. Provided that the ver- tical fenestration area is not changed, using the same vertical fenestration area in the standard reference design as the building prior to alteration shall be an alternative to using the vertical fenestration area specified in Table C407.5.1(1). New skylight area that results in a total building skylight area less than or equal to that specified in Section C402.4.1 shall comply with Section C402.1.5, C402.4 or C407. The addition of skylight area that results in a total building skylight area greater than Section C402.4.1 shall comply with Section C402.4.1.2 for the space adjacent to the new skylights. Alterations that result in a total building skylight area exceeding that specified in Section C402.4.1.2 shall comply with Section C402.1.5 or C407. Provided that the skylight area is not changed, using the same skylight area in the standard ref- erence design as the building prior to alteration shall be an alternative to using the skylight area specified in Table C407.5.1(1). New heating, cooling and duct systems that are part of the alteration shall comply with Sections C403. New cooling systems that are part of alteration shall comply with Section C403.5. New mechanical systems that serve alterations shall comply with Sections C408.2.2, C408.2.3 and C408.2.5. 1. Mechanical systems and service water-heating systems in buildings where the total mechanical equipment capacity is less than 480,000 Btu/h (140.7 kW) cooling capacity and 600,000 Btu/h (175.8 kW) combined service water-heating and space-heating capacity. 2. Systems included in Section C403.5 that serve individual dwelling units and sleeping units. New service hot water systems that are part of the alteration shall comply with Sec- tion C404. New service hot water systems that serve alterations shall comply with Sections C408.2.3 and C408.2.5. 1. Service water-heating systems in buildings where the total mechanical equipment capacity is less than 600,000 Btu/h (175.8 kW) combined service water-heating and space-heating capacity. 2. Systems included in Section C403.5 that serve individual dwelling units and sleeping units. New lighting systems that are part of the alteration shall comply with Section C405. Alterations that replace less than 10 percent of the luminaires in a space, provided that such alterations do not increase the installed interior lighting power. New lighting sys- tems that serve alterations shall comply with Section C408.3. Level 3 alterations shall also comply with Section C407.3 where the proposed design EUI or PCI shall be not greater than 125 percent of the EUI or PCI otherwise permitted by Section C407.3. Level 4 alterations shall also comply with Section C407.3 where the proposed design EUI or PCI shall be not greater than 110 percent of the EUI or PCI otherwise permitted by Section C407.3. Buildings and structures, and parts thereof, shall be repaired in compliance with Section C501.3 and this section. Work on nondamaged components that is necessary for the required repair of damaged components shall be con- sidered to be part of the repair and shall not be subject to the requirements for alterations in this chapter. Routine mainte- nance required by Section C501.3, ordinary repairs exempt from permit and abatement of wear due to normal service conditions shall not be subject to the requirements for repairs in this section. Where a building was constructed to comply with ANSI/ ASHRAE/IESNA 90.1, repairs shall comply with the stan- dard and need not comply with Sections C402, C403, C404 and C405. For the purposes of this code, the fol- lowing shall be considered to be repairs: 1. Glass-only replacements in an existing sash and frame. 2.Roof repairs. 3. Air barriers shall not be required for roof repair where the repairs to the building do not include alterations, renovations or repairs to the remainder of the building envelope. 4. Replacement of existing doors that separate condi- tioned space from the exterior shall not require the installation of a vestibule or revolving door, provided that an existing vestibule that separates a conditioned space from the exterior shall not be removed. 5.Repairs where only the bulb, the ballast or both within the existing luminaires in a space are replaced, pro- vided that the replacement does not increase the installed interior lighting power. Spaces undergoing a change in occupancy that would result in an increase in demand for either fossil fuel or electrical energy shall comply with this code. Where the use in a space changes from one use in Table C405.3.2(1) or C405.3.2(2) to another use in Table C405.3.2(1) or C405.3.2(2), the installed lighting wattage shall comply with Section C405.3. Where the space undergoing a change in occupancy or use is in a building with a fenestration area that exceeds the limitations of Section C402.4.1, the space is exempt from Section C402.4.1 provided that there is not an increase in fenestration area. 1. Where the component performance alternative in Section C402.1.5 is used to comply with this sec- tion, the proposed UA shall be not greater than 110 percent of the target UA. 2. Where performance-based compliance in Section C407 is required to comply with this section, the proposed design EUI or PCI shall be not greater than 110 percent of the EUI or PCI otherwise permitted by Section C407.3. User note: About this chapter: Chapter 6 lists the full title, edition year and address of the promulgator for all standards that are referenced in the code. The section numbers in which the standards are referenced are also listed. This chapter lists the standards that are referenced in various sections of this document. The standards are listed herein by the promulgating agency of the standard, the standard identification, the effective date and title, and the section or sections of this document that reference the standard. The application of the referenced standards shall be as specified in Section 107. American Architectural Manufacturers Association 1827 Walden Office Square Suite 550 Schaumburg, IL 60173-4268 Table C402.5.2 Association of Home Appliance Manufacturers 1111 19th Street NW, Suite 402 Washington, DC 20036 Table C403.3.2(3) Table C403.10.1 Air-Conditioning, Heating, & Refrigeration Institute 2111 Wilson Blvd, Suite 500 Arlington, VA 22201 Table C403.3.2(2) Table C403.3.2(2) Table C403.3.2(1), Table C403.3.2(2) Table C403.3.2(3) Table C403.3.2(1), Table C403.3.2(2) Table C403.3.2(1), Table C403.3.2(6) Table C403.3.2(3) Table C403.3.2(10) C403.11.3 Table C403.3.2(8) AHRI—continued C403.3.2.1, Table C403.3.2(7) Table C403.3.2(7) Table C404.2 C403.10, Table C403.10.1(1), Table C403.10.1(2) Air Movement and Control Association International 30 West University Drive Arlington Heights, IL 60004-1806 C403.8.3 C402.5.6 C403.7.7 American National Standards Institute 25 West 43rd Street, 4th Floor New York, NY 10036 Table C404.2 Table C403.3.2(4) Table C403.3.2(4) The Association of Pool & Spa Professionals 2111 Eisenhower Avenue, Suite 580 Alexandria, VA 22314 C404.8 ASHRAE 1791 Tullie Circle NE Atlanta, GA 30329 Table C403.3.2(9) C403.1.1 C403.1.1 Table C403.3.2(2) Table C403.3.2(2) ASHRAE—continued Table C407.5.1 C401.2, Table C402.1.3, Table C402.1.4, Table C407.6.1, C502.1, C503.1, C504.1 C407.6.1 Table C404.2 American Society of Mechanical Engineers Two Park Avenue New York, NY 10016-5990 C405.8.2 ASTM International 100 Barr Harbor Drive, P.O. Box C700 West Conshohocken, PA 19428-2959 Table C401.3 C303.1.4.1, Table C402.1.4, 402.2.7 Table C402.3 Table C402.3 C402.4.2.2 Table C402.5.2, C402.5.7 Table C402.3 C402.5 Table C402.3 C402.5, C606.4 Table C402.3 Table C402.3, C402.3.2 Cool Roof Rating Council 449 15th Street, Suite 400 Oakland, CA 94612 Table C402.3, C402.3.1 CSA Group 8501 East Pleasant Valley Road Cleveland, OH 44131-5516 Table C402.5.2 C404.8 C404.8 Cooling Technology Institute P. O. Box 681807 Houston, TX 77268 Table C403.3.2(8) Table C403.3.2(8) Table C403.3.2(8) Table C403.3.2(8) Table C403.3.2(8) Door & Access Systems Manufacturers Association, International 1300 Sumner Avenue Cleveland, OH 44115-2851 C303.1.3, Table C402.5.2 U.S. Department of Energy c/o Superintendent of Documents 1000 Independence Avenue SW Washington, DC 20585 Table C403.3.2(4), Table C403.3.2(5), Table C404.2 DOE—continued C202 Table C403.3.2(5), C405.6, Table C405.6, C405.7 C403.8.4, Table C405.7(1), Table C405.7(2), Table C405.7(3), C405.7(4) Table C403.3.2(1), Table C403.3.2(2), Table C403.3.2(4) International Code Council, Inc. 500 New Jersey Avenue NW 6th Floor Washington, DC 20001 C201.3, C303.2, C402.5.3, C501.4 C201.3, C501.4 C201.3, C501.4 C403.7.7, C403.2.2, C403.7.1, C403.7.2, C403.7.4, C403.7.5, C403.11.1, C403.11.2.1, C403.11.2.2, C403.6, C403.6.6, C501.4 C201.3, C501.4 C501.4 C501.4 Institute of Electrical and Electronic Engineers 3 Park Avenue, 17th Floor New York, NY 10016 C404.6.2 Illuminating Engineering Society 120 Wall Street, 17th Floor New York, NY 10005-4001 C401.2, Table C402.1.3, Table C402.1.4, C502.1, C503.1, C504.1 International Organization for Standardization Chemin de Blandonnet 8, CP 401, 1214 Vernier Geneva, Switzerland Table C403.3.2(2) C403.3.2(2) National Electrical Manufacturers Association 1300 North 17th Street, Suite 900 Rosslyn, VA 22209 C202 National Fire Protection Association 1 Batterymarch Park Quincy, MA 02169-7471 C501.4 National Fenestration Rating Council, Inc. 6305 Ivy Lane, Suite 140 Greenbelt, MD 20770 C303.1.3, C402.2.1.1 C303.1.3, C402.4.1.1 Table C402.5.2 Sheet Metal and Air Conditioning Contractors’ National Association, Inc. 4021 Lafayette Center Drive Chantilly, VA 20151-1219 C403.2.11.2.3 UL LLC 333 Pfingsten Road Northbrook, IL 60062-2096 C403.7.5 Table C403.3.2(4) Table C403.3.2(4) C402.5.3 United States-Federal Trade Commission 600 Pennsylvania Avenue NW Washington, DC 20580 C303.1.4 Window and Door Manufacturers Association 2025 M Street NW, Suite 800 Washington, DC 20036-3309 Table C402.5.2 Section R101 Scope and General Requirements . . . . . . . . . . . . . R-3 R102 Alternative Materials, Design and Methods of Construction and Equipment . . . . . R-3 R103 Construction Documents. . . . . . . . . . . . . . . . . . . . R-3 R104 Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-4 R105 Inspections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-4 R106 Validity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-5 R107 Referenced Standards . . . . . . . . . . . . . . . . . . . . . . R-5 R108 Stop Work Order. . . . . . . . . . . . . . . . . . . . . . . . . . R-5 R109 Board of Appeals. . . . . . . . . . . . . . . . . . . . . . . . . . R-6 Section R201 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-7 R202 General Definitions . . . . . . . . . . . . . . . . . . . . . . . . R-7 Section R301 Climate Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . R-11 R302 Design Conditions. . . . . . . . . . . . . . . . . . . . . . . . R-11 R303 Materials, Systems and Equipment. . . . . . . . . . . R-11 Section R401 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-15 R402 Building Thermal Envelope . . . . . . . . . . . . . . . . R-15 R403 Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-19 R404 Electrical Power and Lighting Systems. . . . . . . . R-23 R405 Reserved . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-24 R406 Energy Rating Index Compliance Alternative. . . . . . . . . . . . . . . . . . . . . . . . . . . . R-24 R407 Solar Readiness. . . . . . . . . . . . . . . . . . . . . . . . . . R-25 Section R501 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-27 R502 Additions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-27 R503 Alterations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-28 R504 Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R-30 R505 Change of Occupancy or Use . . . . . . . . . . . . . . . R-30 User note: About this chapter: Chapter 1 establishes the limits of applicability of this code and describes how the code is to be applied and enforced. Chapter 1 is in two parts: Part 1—Scope and Application (Sections 101–102) and Part 2—Administration and Enforcement (Sections 103– 109). Section 101 identifies which buildings and structures come under its purview and references other I-Codes as applicable. Standards and codes are scoped to the extent referenced (see Section 107.1). This code is intended to be adopted as a legally enforceable document, and it cannot be effective without adequate provisions for its adminis- tration and enforcement. The provisions of Chapter 1 establish the authority and duties of the code official appointed by the authority having jurisdiction and also establish the rights and privileges of the design professional, contractor and property owner. This code shall be known as the 2020 City of Boulder Energy Conservation Code, and shall be cited as such. It is referred to herein as “this code.” This code applies to residential buildings and the building sites and associated systems and equipment. This code shall regulate the design and con- struction of buildings for the effective use and conservation of energy over the useful life of each building. This code is intended to provide flexibility to permit the use of innovative approaches and techniques to achieve this objective. This code is not intended to abridge safety, health or environmen- tal requirements contained in other applicable codes or ordi- nances. Where, in any specific case, different sections of this code specify different materials, methods of construction or other requirements, the most restrictive shall govern. Where there is a conflict between a general require- ment and a specific requirement, the specific requirement shall govern. Where a building includes both residential building and commercial building portions, each portion shall be sepa- rately considered and meet the applicable provisions of the IECC—Commercial Provisions or IECC—Residential Provisions. Residential buildings shall meet the provisions of IECC—Residential Provisions. Commercial buildings shall meet the provisions of IECC—Commercial Provisions. The code official shall be permitted to approve specific computer software, work- sheets, compliance manuals and other similar materials that meet the intent of this code. The provisions of this code are not intended to prevent the installation of any material or to prohibit any design or method of construction not specifically prescribed by this code. The code official shall have the authority to approve an alternative material, design or method of con- struction upon application of the owner or the owner’s autho- rized agent. The code official shall first find that the proposed design is satisfactory and complies with the intent of the pro- visions of this code, and that the material, method or work offered is, for the purpose intended, not less than the equiva- lent of that prescribed in this code for strength, effectiveness, fire resistance, durability and safety. Where the alternative material, design or method of construction is not approved, the code official shall respond to the applicant, in writing, stating the reasons why the alternative was not approved. The code official or other authority having jurisdiction shall be permitted to deem a national, state or local energy-efficiency program to exceed the energy efficiency required by this code. Buildings approved in writing by such an energy-effi- ciency program shall be considered to be in compliance with this code. The requirements identified as “manda- tory” in Chapter 4 shall be met. Construction documents, technical reports and other supporting data shall be submitted in one or more sets with each application for a permit. The construction doc- uments and technical reports shall be prepared by a registered design professional where required by the statutes of the jurisdiction in which the project is to be constructed. Where special conditions exist, the code official is authorized to require necessary construction documents to be prepared by a registered design professional. The code official is authorized to waive the requirements for construction documents or other support- ing data if the code official determines they are not neces- sary to confirm compliance with this code. Construc- tion documents shall be drawn to scale on suitable material. Electronic media documents are permitted to be submitted where approved by the code official. Construction documents shall be of sufficient clarity to indicate the location, nature and extent of the work proposed, and show in sufficient detail pertinent data and features of the building, systems and equipment as herein governed. Details shall include the fol- lowing as applicable: 1. Insulation materials and their R-values. 2. Fenestration U-factors and solar heat gain coefficients (SHGC). 3. Area-weighted U-factor and solar heat gain coeffi- cients (SHGC) calculations. 4. Mechanical system design criteria. 5. Mechanical and service water-heating systems and equipment types, sizes and efficiencies. 6. Equipment and system controls. 7. Duct sealing, duct and pipe insulation and location. 8. Air sealing details. The building thermal envelope shall be represented on the con- struction documents. The code official shall examine or cause to be examined the accompanying con- struction documents and shall ascertain whether the construc- tion indicated and described is in accordance with the requirements of this code and other pertinent laws or ordi- nances. The code official is authorized to utilize a registered design professional, or other approved entity not affiliated with the building design or construction, in conducting the review of the plans and specifications for compliance with the code. When the code official issues a permit where construction docu- ments are required, the construction documents shall be endorsed in writing and stamped “Reviewed for Code Compliance.” Such approved construction documents shall not be changed, modified or altered without authori- zation from the code official. Work shall be done in accor- dance with the approved construction documents. One set of construction documents so reviewed shall be retained by the code official. The other set shall be returned to the applicant, kept at the site of work and shall be open to inspection by the code official or a duly autho- rized representative. This code shall not require changes in the construction documents, construction or designated occupancy of a structure for which a lawful permit has been heretofore issued or otherwise lawfully authorized, and the construction of which has been pur- sued in good faith within 180 days after the effective date of this code and has not been abandoned. The code official shall have the authority to issue a permit for the construction of part of an energy conservation system before the construction documents for the entire system have been submitted or approved, provided adequate information and detailed statements have been filed complying with all pertinent requirements of this code. The holders of such permit shall proceed at their own risk without assurance that the permit for the entire energy conservation system will be granted. Work shall be installed in accordance with the approved construction docu- ments, and any changes made during construction that are not in compliance with the approved construction documents shall be resubmitted for approval as an amended set of con- struction documents. One set of approved construction documents shall be retained by the code official for a period of not less than 180 days from date of completion of the permitted work, or as required by state or local laws. A permit shall not be issued until the fees pre- scribed in Section R104.2 have been paid, nor shall an amendment to a permit be released until the additional fee, if any, has been paid. A fee for each permit shall be paid as required, in accordance with the schedule as estab- lished by the applicable governing authority. Any person who commences any work before obtaining the neces- sary permits shall be subject to an additional fee established by the code official that shall be in addition to the required permit fees. The payment of the fee for the con- struction, alteration, removal or demolition of work done in connection to or concurrently with the work or activity autho- rized by a permit shall not relieve the applicant or holder of the permit from the payment of other fees that are prescribed by law. The code official is authorized to establish a refund policy. Construction or work for which a permit is required shall be subject to inspection by the code official or his or her designated agent, and such construction or work shall remain visible and able to be accessed for inspection purposes until approved. It shall be the duty of the permit applicant to cause the work to remain visible and able to be accessed for inspection purposes. Neither the code official nor the jurisdiction shall be liable for expense entailed in the removal or replacement of any material, product, system or building component required to allow inspection to validate compliance with this code. The code official or his or her designated agent, upon notification, shall make the inspec- tions set forth in Sections R105.2.1 through R105.2.5. Inspec- tions associated with footings and foundations shall verify compliance with the code as to R-value, location, thick- ness, depth of burial and protection of insulation as required by the code and approved plans and specifica- tions. Inspections at framing and rough-in shall be made before application of interior finish and shall verify compliance with the code as to: types of insulation and corresponding R-values and their correct location and proper installation; fenestration properties such as U-factor and SHGC and proper installa- tion; and air leakage controls as required by the code; and approved plans and specifications. Inspections at plumbing rough-in shall verify compliance as required by the code and approved plans and specifications as to types of insulation and corresponding R-values and protection, and required controls. Inspections at mechanical rough-in shall verify compliance as required by the code and approved plans and specifications as to installed HVAC equipment type and size, required con- trols, system insulation and corresponding R-value, system air leakage control, programmable thermostats, dampers, whole-house ventilation, and minimum fan efficiency. Systems serving multiple dwelling units shall be inspected in accordance with Section C105.2.4. The building shall have a final inspection and shall not be occupied until approved. The final inspection shall include verification of the installa- tion of all required building systems, equipment and con- trols and their proper operation and the required number of high-efficacy lamps and fixtures. A building shall be reinspected where determined necessary by the code official. The code official is authorized to accept reports of third-party inspection agencies not affiliated with the building design or construction, pro- vided that such agencies are approved as to qualifications and reliability relevant to the building components and systems that they are inspecting. It shall be the duty of the holder of the permit or their duly authorized agent to notify the code official when work is ready for inspection. It shall be the duty of the permit holder to provide access to and means for inspections of such work that are required by this code. Where any work or instal- lation does not pass an initial test or inspection, the necessary corrections shall be made to achieve compliance with this code. The work or installation shall then be resubmitted to the code official for inspection and testing. After the prescribed tests and inspections indicate that the work complies in all respects with this code, a notice of approval shall be issued by the code official. The code official is authorized to, in writing, suspend or revoke a notice of approval issued under the provisions of this code wherever the certificate is issued in error, or on the basis of incorrect information supplied, or where it is determined that the building or structure, premise, or portion thereof is in violation of any ordinance or regulation or any of the provisions of this code. If a portion of this code is held to be illegal or void, such a decision shall not affect the validity of the remainder of this code. The codes and standards referenced in this code shall be those indicated in Chapter 5, and such codes and standards shall be considered as part of the requirements of this code to the prescribed extent of each such reference and as further regulated in Sec- tions R107.1.1 and R107.1.2. Where conflicts occur between provi- sions of this code and referenced codes and standards, the provisions of this code shall apply. Where the extent of the reference to a referenced code or standard includes subject matter that is within the scope of this code, the provisions of this code, as applicable, shall take precedence over the provisions in the referenced code or standard. References to chapter or section numbers, or to provisions not specifically identified by number, shall be construed to refer to such chapter, section or provision of this code. The provisions of this code shall not be deemed to nullify any provisions of local, state or federal law. Where the code official finds any work regulated by this code being performed in a manner either contrary to the provisions of this code or dangerous or unsafe, the code official is authorized to issue a stop work order. The stop work order shall be in writing and shall be given to the owner of the property involved, to the owner’s authorized agent, or to the person doing the work. Upon issuance of a stop work order, the cited work shall immediately cease. The stop work order shall state the reason for the order and the conditions under which the cited work will be permitted to resume. Where an emergency exists, the code official shall not be required to give a written notice prior to stopping the work. Any person who shall continue any work after having been served with a stop work order, except such work as that person is directed to perform to remove a violation or unsafe condition, shall be subject to a fine as set by the applicable governing authority. In order to hear and decide appeals of orders, decisions or determinations made by the code official relative to the application and interpretation of this code, there shall be and is hereby created a board of appeals. The code official shall be an ex officio member of said board but shall not have a vote on any matter before the board. The board of appeals shall be appointed by the governing body and shall hold office at its pleasure. The board shall adopt rules of procedure for conducting its business, and shall ren- der all decisions and findings in writing to the appellant with a duplicate copy to the code official. An application for appeal shall be based on a claim that the true intent of this code or the rules legally adopted thereunder have been incorrectly interpreted, the provisions of this code do not fully apply or an equally good or better form of construction is proposed. The board shall not have authority to waive requirements of this code. The board of appeals shall consist of members who are qualified by experience and training and are not employees of the jurisdiction. User note: About this chapter: Codes, by their very nature, are technical documents. Every word, term and punctuation mark can add to or change the meaning of a technical requirement. It is necessary to maintain a consensus on the specific meaning of each term contained in the code. Chapter 2 performs this function by stating clearly what specific terms mean for the purpose of the code. Unless stated otherwise, the following words and terms in this code shall have the meanings indicated in this chapter. Words used in the present tense include the future; words in the masculine gender include the feminine and neuter; the singular number includes the plural and the plural includes the singular. Terms that are not defined in this code but are defined in the International Build- ing Code, International Fire Code, International Fuel Gas Code, International Mechanical Code, International Plumb- ing Code or the International Residential Code shall have the meanings ascribed to them in those codes. Terms not defined by this chapter shall have ordinarily accepted meanings such as the context implies. A wall more than 50 percent above grade and enclosing conditioned space. This includes between-floor spandrels, peripheral edges of floors, roof and basement knee walls, dormer walls, gable end walls, walls enclosing a mansard roof and skylight shafts. Admitting close approach as a result of not being guarded by locked doors, elevation or other effective means (see “Readily accessible”). An extension or increase in the conditioned space floor area, number of stories or height of a building or structure. One or more materials joined together in a continuous manner to restrict or prevent the passage of air through the building thermal envelope and its assemblies. An insulation that functions as an air barrier material. Any construction, retrofit or renovation to an existing structure other than repair or addition. Also, a change in a building, electrical, gas, mechanical or plumbing system that involves an extension, addition or change to the arrangement, type or purpose of the original installation. An alteration that includes the removal and replacement or the covering of existing materi- als, elements, equipment or fixtures using new materials, ele- ments, equipment or fixtures that serve the same purpose. An alteration that includes the reconfiguration of space, the addition or elimination of any door or window, the reconfiguration or extension of any sys- tem, or the installation of any additional equipment. An alteration where the work area exceeds 50 percent of the building area. An alteration where the work area exceeds 50 percent of the building area, mechanical and lighting systems are substantially replaced, and where the alteration meets the criteria of substantial structural alter- ation, including fenestration replacement. Acceptable to the code official. An established and recognized agency that is regularly engaged in conducting tests furnish- ing inspection services, or furnishing product certification, where such agency has been approved by the code official. Self-acting, operating by its own mechanism when actuated by some impersonal influence, as, for exam- ple, a change in current strength, pressure, temperature or mechanical configuration (see “Manual”). A wall 50 percent or more below grade and enclosing conditioned space. Any structure used or intended for supporting or sheltering any use or occupancy, including any mechanical systems, service water heating systems and electric power and lighting systems located on the building site and support- ing the building. a contiguous area of land that is under the ownership or control of one entity. The basement walls, exterior walls, floors, ceiling, roofs and any other building element assemblies that enclose conditioned space or provide a boundary between conditioned space and exempt or unconditioned space. A specifically designed water distribution system where one or more pumps are operated in the service hot water piping to circulate heated water from the water-heating equipment to fixtures and back to the water-heating equipment. A geographical region based on climatic criteria as specified in this code. The officer or other designated authority charged with the administration and enforcement of this code, or a duly authorized representative. For this code, all buildings that are not included in the definition of “Residential build- ing.” The horizontal projection of the floors associated with the conditioned space. An area, room or space that is enclosed within the building thermal envelope and that is directly or indirectly heated or cooled. Spaces are indirectly heated or cooled where they communicate through openings with conditioned spaces, where they are separated from con- ditioned spaces by uninsulated walls, floors or ceilings, or where they contain uninsulated ducts, piping or other sources of heating or cooling. A combination of materi- als and assemblies that restrict or prevent the passage of air through the building thermal envelope. Insulating material that is continuous across all structural members without ther- mal bridges other than fasteners and service openings. It is installed on the interior or exterior, or is integral to any opaque surface, of the building envelope. The opaque portion of a wall that encloses a crawl space and is partially or totally below grade. Fenestration products used to create an external nonload-bearing wall that is designed to separate the exterior and interior environments. A water distribution system having one or more recirculation pumps that pump water from a heated water supply pipe back to the heated water source through a cold water supply pipe. A tube or conduit utilized for conveying air. The air passages of self-contained systems are not to be construed as air ducts. A continuous passageway for the transmis- sion of air that, in addition to ducts, includes duct fittings, dampers, plenums, fans and accessory air-handling equipment and appliances. A single unit providing complete inde- pendent living facilities for one or more persons, including per- manent provisions for living, sleeping, eating, cooking and sanitation. A motorized vehicle regis- tered for on-road use, powered by an electric motor that draws current from rechargeable storage that is charged by being plugged into an electrical source. A designated parking space that is provided with conduit sized for a 40- amp, 208/240-volt dedicated branch circuit from a building electrical service panel to the parking space and sufficient physical space in the same building electrical service panel to accommodate a 40-amp dual-pole circuit breaker. A parking space that is provided with one 40-amp, 208/240-volt dedicated branch circuit for electric vehicle supply equipment that is terminated at a receptacle, a junction box or electric vehicle supply equipment within the parking space. The electrical conductors and equipment external to the elec- tric vehicle that provide a connection between an electric vehicle and a power source to provide electric vehicle charging. A parking space with electric vehicle supply equipment capable of supplying current at 40 amps at 208/240 volt. A method for estimating the annual energy use of the proposed design and standard reference design based on estimates of energy use. The total estimated annual cost for pur- chased energy for the building functions regulated by this code, including applicable demand charges. A city-approved and city-managed offset fund providing a payment option in lieu of complying with city program renewable energy and/or off- set requirements. An approved software program or calculation-based methodology that projects the annual energy use of a building. A version of the rated design that meets the minimum requirements of the 2006 Interna- tional Energy Conservation Code. Walls including both above-grade walls and basement walls. Products classified as either vertical fen- estration or skylights. Glass or other transparent or translucent glaz- ing material installed at a slope of less than 60 degrees (1.05 rad) from horizontal. Windows that are fixed or opera- ble, opaque doors, glazed doors, glazed block and combi- nation opaque/glazed doors composed of glass or other transparent or translucent glazing materials and installed at a slope of not less than 60 degrees (1.05 rad) from hori- zontal. A fenestra- tion designed to be made up of field-glazed or field-assem- bled units using specific factory cut or otherwise factory- formed framing and glazing units. Examples of site-built fenestration include storefront systems, curtain walls and atrium roof systems. Slab-on-grade construction in which the heating elements, hydronic tubing, or hot air distribution sys- tem is in contact with, or placed within or under, the slab. Compact fluo- rescent lamps, light-emitting diode (LED) lamps, T-8 or smaller diameter linear fluorescent lamps, other lamps with an efficacy of not less than 65 lumens per watt, or luminaires with an efficacy of not less than 45 lumens per watt. Any building or structure that is one or more of the following: 1. Listed, or certified as eligible for listing by the State Historic Preservation Officer or the Keeper of the National Register of Historic Places, in the National Register of Historic Places. 2. Designated as historic under an applicable state or local law. 3. Certified as a contributing resource within a National Register-listed, state-designated or locally designated historic district. The uncontrolled inward air leakage into a building caused by the pressure effects of wind or the effect of differences in the indoor and outdoor air density or both. A type of continuous insulation with manufacturer-installed insulating material as an integral part of the cladding product having an R-value of not less than R-2. Equipment, materials or products to which have been affixed a label, seal, symbol or other identifying mark of a nationally recognized testing laboratory, approved agency or other organization concerned with product evaluation that maintains periodic inspection of the production of such labeled items and whose labeling indicates either that the equipment, material or product meets identified standards or has been tested and found suitable for a specified purpose. Equipment, materials, products or services included in a list published by an organization acceptable to the code official and concerned with evaluation of products or services that maintains periodic inspection of production of listed equipment or materials or periodic evaluation of services and whose listing states either that the equipment, material, product or service meets identified standards or has been tested and found suitable for a specified purpose. Lighting equipment powered through a transformer such as a cable conductor, a rail conduc- tor and track lighting. Capable of being operated by personal interven- tion (see “Automatic”). A 20-year subscrip- tion to a solar generation facility where the beneficial use of the electricity generated by the facility belongs to subscribers to the solar generation facility as authorized in §40-2-127, C.R.S. A door that is not less than 50-percent opaque in surface area. A description of the proposed build- ing used to estimate annual energy use for determining compli- ance based on total building performance. A description of the proposed building used to determine the energy rating index. Capable of being reached quickly for operation, renewal or inspection without requiring those to whom ready access is requisite to climb over or remove obsta- cles or to resort to portable ladders or access equipment (see “Accessible”). The reconstruction or renewal of any part of an existing building for the purpose of its maintenance or to cor- rect damage. The process of recovering or replacing an existing roof covering. See “Roof recover” and “Roof replacement.” For this code, includes detached one- and two-family dwellings and townhouses, and Group R-2, R-3 and R-4 buildings three stories or less in height above grade plane with separate means of egress. A system designed to provide weather protection and resistance to design loads. The system consists of a roof covering and roof deck or a single component serving as both the roof covering and the roof deck. A roof assembly includes the roof covering, underlayment and roof deck, and can also include a thermal barrier, an ignition barrier, insula- tion or a vapor retarder. The process of installing an additional roof covering over a prepared existing roof covering without removing the existing roof covering. Reconstruction or renewal of any part of an existing roof for the purposes of its maintenance. The process of removing the existing roof covering, repairing any damaged substrate and installing a new roof covering. The inverse of the time rate of heat flow through a body from one of its bounding surfaces to the other surface for a unit temperature difference between the two surfaces, under steady state conditions, per unit area (h • ft2 • °F/Btu) [(m2 • K)/W]. Supply of hot water for pur- poses other than comfort heating. The ratio of the solar heat gain entering the space through the fenestration assembly to the incident solar radiation. Solar heat gain includes directly transmitted solar heat and absorbed solar radiation that is then reradiated, conducted or convected into the space. A section or sections of the roof or building overhang designated and reserved for the future installation of a solar photovoltaic or solar thermal system. A version of the pro- posed design that meets the minimum requirements of this code and is used to determine the maximum annual energy use requirement for compliance based on total building perfor- mance. An alteration in which the gravity load-carrying structural ele- ments altered within a five-year period support more than 30 percent of the total floor area and roof area of the building or structure. The areas to be counted toward the 30 percent shall include mezzanines, penthouses, and in-filled courts and shafts tributary to the altered structural elements. A one-story structure attached to a dwelling with a glazing area in excess of 40 percent of the gross area of the structure’s exterior walls and roof. Physical and space conditioning separation from conditioned spaces. The conditioned spaces shall be controlled as separate zones for heating and cooling or conditioned by separate equipment. An automatic control device used to main- tain temperature at a fixed or adjustable setpoint. The coeffi- cient of heat transmission (air to air) through a building compo- nent or assembly, equal to the time rate of heat flow per unit area and unit temperature difference between the warm side and cold side air films (Btu/h • ft2 • °F) [W/(m2 • K)]. The natural or mechanical process of sup- plying conditioned or unconditioned air to, or removing such air from, any space. That portion of supply air that comes from outside (outdoors) plus any recirculated air that has been treated to maintain the desired quality of air within a designated space. The ratio of visible light entering the space through the fenestration product assembly to the incident visible light, Visible Transmittance, includes the effects of glazing material and frame and is expressed as a number between 0 and 1. An exhaust system, supply system, or combina- tion thereof that is designed to mechanically exchange indoor air with outdoor air when operating continuously or through a programmed intermittent schedule to satisfy the whole house ventilation rates. A space or group of spaces within a building with heat- ing or cooling requirements that are sufficiently similar so that desired conditions can be maintained throughout using a single controlling device. User note: About this chapter: Chapter 3 covers general regulations for energy conservation features of buildings. The climate zone for a building is established by geographic location tables and figures in this chapter. This code shall apply only to projects located in Climate Zone 5B. The interior design tem- peratures used for heating and cooling load calculations shall be a maximum of 72°F (22°C) for heating and minimum of 75°F (24°C) for cooling. Materials, systems and equipment shall be identified in a manner that will allow a determination of compliance with the applicable provisions of this code. An R- value identification mark shall be applied by the manufac- turer to each piece of building thermal envelope insulation that is 12 inches (305 mm) or greater in width. Alterna- tively, the insulation installers shall provide a certification that indicates the type, manufacturer and R-value of insu- lation installed in each element of the building thermal envelope. For blown-in or sprayed fiberglass and cellulose insulation, the initial installed thickness, settled thickness, settled R-value, installed density, coverage area and num- ber of bags installed shall be indicated on the certification. For sprayed polyurethane foam (SPF) insulation, the installed thickness of the areas covered and the R-value of the installed thickness shall be indicated on the certifica- tion. For insulated siding, the R-value shall be on a label on the product’s package and shall be indicated on the cer- tification. The insulation installer shall sign, date and post the certification in a conspicuous location on the job site. For roof insulation installed above the deck, the R-value shall be labeled as required by the material standards specified in Table 1508.2 of the International Building Code or Table R906.2 of the International Residential Code, as applicable. The thickness of blown-in or sprayed fiber- glass and cellulose roof and ceiling insulation shall be at not less than one for every 300 square feet (28 m2) throughout the attic space. The markers shall be affixed to the trusses or joists and marked with the minimum initial installed thickness with numbers not less than 1 inch (25 mm) in height. Each marker shall face the attic access opening. The thickness and installed R-value of sprayed polyurethane foam insulation shall be indicated on the certification provided by the insulation installer. Insulating mate- rials shall be installed such that the manufacturer’s R- value mark is readily observable at inspection. U-factors of fen- estration products such as windows, doors and skylights shall be determined in accordance with NFRC 100. Where required, garage door U-factors shall be determined in accordance with either NFRC 100 or ANSI/DASMA 105. U-factors shall be determined by an accredited, inde- pendent laboratory, and labeled and certified by the manu- facturer. Products lacking such a labeled U-factor shall be assigned a default U-factor from Table R303.1.3(1) or R303.1.3(2). The solar heat gain coefficient (SHGC) and visible transmittance (VT) of glazed fenestration products such as windows, glazed doors and skylights shall be determined in accordance with NFRC 200 by an accred- ited, independent laboratory, and labeled and certified by the manufacturer. Products lacking such a labeled SHGC or VT shall be assigned a default SHGC or VT from Table R303.1.3(3). The thermal resis- tance, R-value, of insulation shall be determined in accor- dance with Part 460 of US-FTC CFR Title 16 in units of h ft2 °F/Btu at a mean temperature of 75°F (24°C). The thermal resistance, R-value, of insulated siding shall be determined in accordance with ASTM C1363. Installation for testing shall be in accordance with the manufacturer’s instruc- tions. Materials, systems and equipment shall be installed in accordance with the Grade I insulation installa- tion requirements in RESNET/ICC 301 and the International Building Code or the International Residential Code, as applicable. Insulation applied to the exterior of basement walls, crawl space walls and the perimeter of slab-on-grade floors shall have a rigid, opaque and weather-resistant protective cov- ering to prevent the degradation of the insulation’s thermal performance. The protective covering shall cover the exposed exterior insulation and extend not less than 6 inches (153 mm) below grade. Maintenance instruc- tions shall be furnished for equipment and systems that require preventive maintenance. Required regular mainte- nance actions shall be clearly stated and incorporated on a readily accessible label. The label shall include the title or publication number for the operation and maintenance man- ual for that particular model and type of product. Uninsulated Metal 1.20 Insulated Metal 0.60 Wood 0.50 Insulated, nonmetal edge, not exceeding 45% glazing, any glazing double pane 0.35 SHGC 0.8 0.7 0.7 0.6 0.6 VT 0.6 0.3 0.6 0.3 0.6 Metal 1.20 0.80 2.00 1.30 Metal with Thermal Break 1.10 0.65 1.90 1.10 Nonmetal or Metal Clad 0.95 0.55 1.75 1.05 Glazed Block 0.60 User note: About this chapter: Chapter 4 provides requirements for the thermal envelope of a building, including minimum insulation values for walls, ceiling and floors; maximum fenestration U-factors; minimum fenestration solar heat gain coefficients; and methods for determining building assembly and a total building U-factor. A performance alternative and an energy rating alternative are also provided to allow for energy code compliance other than by the prescriptive method. This chapter applies to residential buildings. New buildings less than or equal to 500 square feet of conditioned floor area shall comply with either Item 1 or Item 2 of this section. New buildings greater than 500 square feet of conditioned floor area shall comply with Item 2. 1. Sections R401 through R404 2. The energy rating index (ERI) approach in Sections R406 and R407. A permanent certificate shall be completed by the builder or other approved party and posted on a wall in the space where the furnace is located, a utility room or an approved location inside the building. Where located on an electrical panel, the certificate shall not cover or obstruct the visibility of the circuit directory label, service disconnect label or other required labels. The certificate shall indicate the predominant R-values of insu- lation installed in or on ceilings, roofs, walls, foundation components such as slabs, basement walls, crawl space walls and floors and ducts outside conditioned spaces; U- factors of fenestration and the solar heat gain coefficient (SHGC) of fenestration, and the results from any required duct system and building envelope air leakage testing per- formed on the building. Where there is more than one value for each component, the certificate shall indicate the value covering the largest area. The certificate shall indi- cate the types and efficiencies of heating, cooling and ser- vice water heating equipment. Where a gas-fired unvented room heater, electric furnace or baseboard electric heater is installed in the residence, the certificate shall indicate “gas-fired unvented room heater,” “electric furnace” or “baseboard electric heater,” as appropriate. An efficiency shall not be indicated for gas-fired unvented room heaters, electric furnaces and electric baseboard heaters. The ERI, both with and without on-site generation, as determined in accordance with Section R406, shall be listed on the certif- icate. The builder or owner’s agent shall provide the owner with a binder of all equip- ment and appliance manufacturers’ installation manuals, except for manuals that are required to be affixed to the equipment. These include the energy assessment report and ERI certificate. If the code official approved a com- munity solar garden subscription attributed to the property as a means to meet the requirements of this chapter, the manual shall include any requirements for a continued subscription to a community solar garden necessary to meet the requirements of this chapter. The building thermal enve- lope shall comply with the requirements of Sections R402.1.1 through R402.1.5. 1. The following low-energy buildings, or portions thereof, separated from the remainder of the building by building thermal envelope assemblies complying with this section shall be exempt from the building thermal envelope provisions of Section R402. 1.1. Those with a peak design rate of energy usage less than 3.4 Btu/h • ft2 (10.7 W/m2) or 1.0 watt/ft2 of floor area for space-condition- ing purposes. 1.2. Those that do not contain conditioned space. 2. Log homes designed in accordance with ICC 400. Wall assemblies in the build- ing thermal envelope shall comply with the vapor retarder requirements of Section R702.7 of the International Resi- dential Code or Section 1404.3 of the International Build- ing Code, as applicable. The building thermal envelope shall meet the requirements of Table R402.1.2, based on the climate zone specified in Chapter 3. Insulation material used in layers, such as framing cavity insulation or continuous insulation, shall be summed to compute the corresponding component R-value. The manufacturer’s settled R-value shall be used for blown-in insulation. Computed R-values shall not include an R-value for other building materials or air films. Where insulated siding is used for the purpose of complying with the continuous insulation requirements of Table R402.1.2, the manufacturer’s labeled R-value for the insulated siding shall be reduced by R-0.6. An assembly with a U-fac- tor equal to or less than that specified in Table R402.1.4 shall be an alternative to the R-value in Table R402.1.2. Where the total building thermal envelope UA, the sum of U-factor times assembly area, is less than or equal to the total UA resulting from multiplying the U-factors in Table R402.1.4 by the same assembly area as in the proposed building, the building shall be considered to be in compliance with Table R402.1.2. The UA calculation shall be performed using a method consistent with the ASHRAE Handbook of Fun- damentals and shall include the thermal bridging effects of framing materials. In addition to UA compliance, the SHGC requirements shall be met. In addition to the requirements of Section R402.1, insulation shall meet the specific requirements of Sections R402.2.1 through R402.2.13. Where Section R402.1.2 requires R-49 insulation in the ceiling, installing R- 38 over 100 percent of the ceiling area requiring insulation shall satisfy the requirement for R-49 insulation wherever the full height of uncompressed R-38 insulation extends over the wall top plate at the eaves. This reduction shall not apply to the U-factor alternative approach in Section R402.1.4 and the Total UA alternative in Section R402.1.5. Where Section R402.1.2 requires insulation R-values greater than R-30 in the ceiling and the design of the roof/ceiling assembly does not allow sufficient space for the required insulation, the minimum required insulation R-value for such roof/ceiling assemblies shall be R-30. Insulation shall extend over the top of the wall plate to the outer edge of such plate and shall not be compressed. This reduction of insulation from the requirements of Section R402.1.2 shall be limited to 500 square feet (46 m2) or 20 percent of the total insulated ceil- ing area, whichever is less. This reduction shall not apply to the U-factor alternative approach in Section R402.1.4 and the Total UA alternative in Section R402.1.5. For air-permeable insulations in vented attics, a baffle shall be installed adjacent to soffit and eave vents. Baffles shall maintain an opening equal or greater than the size of the vent. The baffle shall extend over the top of the attic insulation. The baffle shall be per- mitted to be any solid material. Access doors from conditioned spaces to unconditioned spaces such as attics and crawl spaces shall be weatherstripped and insulated to a level equivalent to the insulation on the surrounding sur- faces. Access that prevents damaging or compressing the insulation shall be provided to all equipment. Where loose-fill insulation is installed, a wood-framed or equiva- lent baffle or retainer shall be installed to prevent the loose-fill insulation from spilling into the living space when the attic access is opened. The baffle or retainer shall provide a permanent means of maintaining the installed R- value of the loose-fill insulation. Vertical doors providing access from condi- tioned spaces to unconditioned spaces that comply with the fenestration requirements of Table R402.1.2. a. Nonfenestration U-factors shall be obtained from measurement, calculation or an approved source. b. Mass walls shall be in accordance with Section R402.2.5. Where more than half the insulation is on the interior, the mass wall U-factors shall not exceed 0.065. 0.27 0.50 0.026 0.045 0.056 0.029 0.042 0.042 NR = Not Required. For SI: 1 foot = 304.8 mm. a.R-values are minimums. U-factors and SHGC are maximums. Where insulation is installed in a cavity that is less than the label or design thickness of the insulation, the installed R-value of the insulation shall be not less than the R-value specified in the table. b. The fenestration U-factor column excludes skylights. The SHGC column applies to all glazed fenestration. c. “10/13” means R-10 continuous insulation on the interior or exterior of the home or R-13 cavity insulation on the interior of the basement wall. “15/19” means R-15 continuous insulation on the interior or exterior of the home or R-19 cavity insulation at the interior of the basement wall. Alternatively, compliance with “15/19” shall be R-13 cavity insulation on the interior of the basement wall plus R-5 continuous insulation on the interior or exterior of the home. d. R-5 insulation shall be provided under the full slab area of a heated slab in addition to the required slab edge insulation R-value for slabs. as indicated in the table. The slab edge insulation for heated slabs shall not be required to extend below the slab. e. There are no SHGC requirements in the Marine Zone. f. Basement wall insulation is not required in warm-humid locations as defined by Figure R301.1. g. Alternatively, insulation sufficient to fill the framing cavity and providing not less than an R-value of R-19. h. The first value is cavity insulation, the second value is continuous insulation. Therefore, as an example, “13+5” means R-13 cavity insulation plus R-5 continuous insulation. i. Mass walls shall be in accordance with Section R402.2.5. The second R-value applies where more than half of the insulation is on the interior of the mass wall. 0.27 0.50 0.40 49 20 or 13+5 h 13/17 30 g 15/19 10, 2 ft 15/19 Mass walls where used as a compo- nent of the building thermal envelope shall be one of the following: 1. Above-ground walls of concrete block, concrete, insulated concrete form, masonry cavity, brick but not brick veneer, adobe, compressed earth block, rammed earth, solid timber or solid logs. 2. Any wall having a heat capacity greater than or equal to 6 Btu/ft2 °F (123 kJ/m2 K). Steel- frame ceilings, walls, and floors shall comply with the insulation requirements of Table R402.2.6 or the U-factor requirements of Table R402.1.4. The calculation of the U-factor for a steel-frame envelope assembly shall use a series-parallel path calculation method. Where Section R402.1.2 requires continuous insulation on exte- rior walls and structural sheathing covers 40 percent or less of the gross area of all exterior walls, the required continu- ous insulation R-value shall be permitted to be reduced by an amount necessary, but not more than R-3 to result in a consistent total sheathing thickness on areas of the walls covered by structural sheathing. This reduction shall not apply to the U-factor alternative in Section R402.1.4 and the Total UA alternative in Section R402.1.5. Floor framing-cavity insulation shall be installed to maintain permanent contact with the underside of the subfloor decking. As an alternative, the floor framing-cavity insulation shall be in contact with the topside of sheath- ing or continuous insulation installed on the bottom side of floor framing where combined with insulation that meets or exceeds the minimum wood frame wall R-value in Table R402.1.2 and that extends from the bottom to the top of all perimeter floor framing members. Walls associated with condi- tioned basements shall be insulated from the top of the basement wall down to 10 feet (3048 mm) below grade or to the basement floor, whichever is less. Walls associated with unconditioned basements shall comply with this requirement except where the floor overhead is insulated in accordance with Sections R402.1.2 and R402.2.8. Slab-on-grade floors with a floor surface less than 12 inches (305 mm) below grade shall be insulated in accordance with Table R402.1.2. The insulation shall extend downward from the top of the slab on the outside or inside of the foundation wall. Insula- tion located below grade shall be extended the distance pro- vided in Table R402.1.2 by any combination of vertical insulation, insulation extending under the slab or insulation extending out from the building. Insulation extending away from the building shall be protected by pavement or by not less than 10 inches (254 mm) of soil. The top edge of the insulation installed between the exterior wall and the edge of the interior slab shall be permitted to be cut at a 45-degree (0.79 rad) angle away from the exterior wall. Slab-edge insulation is not required in jurisdictions designated by the code official as having a very heavy termite infestation. As an alternative to insu- lating floors over crawl spaces, crawl space walls shall be insulated provided that the crawl space is not vented to the outdoors. Crawl space wall insulation shall be perma- nently fastened to the wall and shall extend downward from the floor to the finished grade elevation and then ver- tically or horizontally for not less than an additional 24 inches (610 mm). Exposed earth in unvented crawl space foundations shall be covered with a continuous Class I vapor retarder in accordance with the International Build- ing Code or International Residential Code, as applicable. Joints of the vapor retarder shall overlap by 6 inches (153 mm) and be sealed or taped. The edges of the vapor retarder shall extend not less than 6 inches (153 mm) up stem walls and shall be attached to the stem walls. a. The first value is cavity insulation R-value, the second value is continuous insulation R-value. Therefore, for example, “R-30+3” means R-30 cavity insulation plus R-3 continuous insulation. b. Insulation exceeding the height of the framing shall cover the framing. R-30 R-38 or R-30 + 3 or R-26 + 5 R-38 R-49 or R-38 + 3 R-49 R-38 + 5 R-30 R-38 in 2 × 4 or 2 × 6 or 2 × 8 R-49 in any framing R-38 R-49 in 2 × 4 or 2 × 6 or 2 × 8 or 2 × 10 R-13 R-13 + 4.2 or R-21 + 2.8 or R-0 + 9.3 or R-15 + 3.8 or R-21 + 3.1 R-13 + 3 R-0 + 11.2 or R-13 + 6.1 or R-15 + 5.7 or R-19 + 5.0 or R-21 + 4.7 R-20 R-0 + 14.0 or R-13 + 8.9 or R-15 + 8.5 or R-19 + 7.8 or R-19 + 6.2 or R-21 + 7.5 R-20 + 5 R-13 + 12.7 or R-15 + 12.3 or R-19 + 11.6 or R-21 + 11.3 or R-25 + 10.9 R-21 R-0 + 14.6 or R-13 + 9.5 or R-15 + 9.1 or R-19 + 8.4 or R-21 + 8.1 or R-25 + 7.7 R-13 R-0 + 9.3 or R-13 + 3.0 or R-15 + 2.4 R-13 + 3 R-0 + 11.2 or R-13 + 4.9 or R-15 + 4.3 or R-19 + 3.5 or R-21 + 3.1 R-20 R-0 + 14.0 or R-13 + 7.7 or R-15 + 7.1 or R-19 + 6.3 or R-21 + 5.9 R-20 + 5 R-13 + 11.5 or R-15 + 10.9 or R-19 + 10.1 or R-21 + 9.7 or R-25 + 9.1 R-21 R-0 + 14.6 or R-13 + 8.3 or R-15 + 7.7 or R-19 + 6.9 or R-21 + 6.5 or R-25 + 5.9 R-13 R-19 in 2 × 6, or R-19 + 6 in 2 × 8 or 2 × 10 R-19 R-19 + 6 in 2 × 6, or R-19 + 12 in 2 × 8 or 2 × 10 Insulation shall not be required on the horizontal portion of a foundation that sup- ports a masonry veneer. Sunrooms enclosing con- ditioned space shall meet the insulation requirements of this code. For sunrooms with thermal isolation, and enclosing conditioned space, the following exceptions to the insulation requirements of this code shall apply: 1. The minimum ceiling insulation R-value shall be R-24. 2. The minimum wall insulation R-value shall be R- 13. Walls separating a sunroom with a thermal isolation from conditioned space shall comply with the building thermal envelope requirements of this code. In addition to the requirements of Section R402, fenestration shall comply with Sections R402.3.1 through R402.3.5. An area-weighted average of fenestra- tion products shall be permitted to satisfy the U-factor requirements. An area-weighted average of fenestration products more than 50-percent glazed shall be permitted to satisfy the SHGC requirements. Dynamic glazing shall be permitted to satisfy the SHGC requirements of Table R402.1.2 provided that the ratio of the higher to lower labeled SHGC is greater than or equal to 2.4, and the dynamic glazing is automatically controlled to modulate the amount of solar gain into the space in multiple steps. Dynamic glazing shall be considered separately from other fenestration, and area-weighted averaging with other fenestration that is not dynamic glazing shall be prohibited. Dynamic glazing shall not be required to comply with this section where both the lower and higher labeled SHGC comply with the requirements of Table R402.1.2. Not greater than 15 square feet (1.4 m2) of glazed fenestration per dwelling unit shall be exempt from the U-factor and SHGC requirements in Section R402.1.2. This exemption shall not apply to the U-factor alternative in Section R402.1.4 and the Total UA alternative in Section R402.1.5. One side-hinged opaque door assembly not greater than 24 square feet (2.22 m2) in area shall be exempt from the U-factor requirement in Section R402.1.2. This exemption shall not apply to the U-factor alternative in Section R402.1.4 and the Total UA alternative in Section R402.1.5. Sunrooms enclosing conditioned space shall comply with the fenestration requirements of this code. For sunrooms with thermal isolation and enclosing conditioned space, the fenestration U-factor shall not exceed 0.45 and the skylight U-factor shall not exceed 0.70. New fenestration separating the sunroom with thermal isolation from conditioned space shall comply with the building thermal envelope requirements of this code. The building thermal envelope shall be constructed to limit air leakage in accor- dance with the requirements of Sections R402.4.1 through R402.4.5. The building ther- mal envelope shall comply with Sections R402.4.1.1 and R402.4.1.2. The sealing methods between dissimilar materi- als shall allow for differential expansion and contraction. The components of the build- ing thermal envelope as indicated in Table R402.4.1.1 shall be installed in accordance with the manufacturer’s instructions and the criteria indicated in Table R402.4.1.1, as applicable to the method of construc- tion. Where required by the code official, an approved third party shall inspect all components and verify com- pliance. The building or dwelling unit shall be tested and verified as having an air leakage rate not exceeding three air changes per hour. Testing shall be conducted in accordance with RESNET/ICC 380, ASTM E779 or ASTM E1827 and reported at a pres- sure of 0.2 inch w.g. (50 Pascals). Where required by the code official, testing shall be conducted by an approved third party. A written report of the results of the test shall be signed by the party conducting the test and provided to the code official. Testing shall be per- formed at any time after creation of all penetrations of the building thermal envelope. During testing: 1. Exterior windows and doors, fireplace and stove doors shall be closed, but not sealed, beyond the intended weatherstripping or other infiltration control measures. 2. Dampers including exhaust, intake, makeup air, backdraft and flue dampers shall be closed, but not sealed beyond intended infiltration control measures. 3. Interior doors, where installed at the time of the test, shall be open. 4. Exterior or interior terminations for continuous ventilation systems shall be sealed. 5. Heating and cooling systems, where installed at the time of the test, shall be turned off. 6. Supply and return registers, where installed at the time of the test, shall be fully open. New wood-burning fireplaces shall have tight-fitting flue dampers or doors, and outdoor com- bustion air. Where using tight-fitting doors on factory- built fireplaces listed and labeled in accordance with UL 127, the doors shall be tested and listed for the fireplace. Windows, skylights and sliding glass doors shall have an air infiltration rate of not greater than 0.3 cfm per square foot (1.5 L/s/m2), and for swinging doors, not greater than 0.5 cfm per square foot (2.6 L/s/m2), when tested in accordance with NFRC 400 or AAMA/WDMA/CSA 101/I.S.2/A440 by an accredited, independent laboratory and listed and labeled by the manufacturer. Site-built windows, skylights and doors. Where open combustion air ducts provide combustion air to open combustion fuel-burning appliances, the appli- ances and combustion air opening shall be located outside the building thermal envelope or enclosed in a room that is isolated from inside the thermal envelope. Such rooms shall be sealed and insulated in accordance with the enve- lope requirements of Table R402.1.2, where the walls, floors and ceilings shall meet not less than the basement wall R-value requirement. The door into the room shall be fully gasketed and any water lines and ducts in the room insulated in accordance with Section R403. The combus- tion air duct shall be insulated where it passes through conditioned space to an R-value of not less than R-8. 1. Direct vent appliances with both intake and exhaust pipes installed continuous to the outside. 2. Fireplaces and stoves complying with Section R402.4.2 and Section R1006 of the International Residential Code. Recessed luminaires installed in the building thermal envelope shall be sealed to limit air leakage between conditioned and unconditioned spaces. Recessed luminaires shall be IC-rated and labeled as having an air leakage rate of not greater than 2.0 cfm (0.944 L/s) when tested in accordance with ASTM E283 at a pressure differential of 1.57 psf (75 Pa). Recessed luminaires shall be sealed with a gasket or caulked between the housing and the interior wall or ceiling covering. The area-weighted average maximum fenestration U-factor permitted using tradeoffs from Section R402.1.5 shall be 0.48 in Climate Zones 4 and 5 and 0.75 in Climate Zones 4 through 8 for skylights. Not less than one thermostat shall be provided for each separate heating and cooling sys- tem. The thermostat controlling the primary heating or cooling system of the dwelling unit shall be capable of controlling the heating and cooling system on a daily schedule to maintain differ- ent temperature setpoints at different times of the day. This thermostat shall include the capability to set back or temporarily operate the system to maintain zone tempera- tures of not less than 55°F (13°C) to not greater than 85°F (29°C). The thermostat shall be programmed initially by the manufacturer with a heating temperature setpoint of not greater than 70°F (21°C) and a cooling temperature setpoint of not less than 78°F (26°C). Heat pumps having supplementary electric-resistance heat shall have controls that, except during defrost, prevent supplemental heat operation when the heat pump compres- sor can meet the heating load. The natural gas systems and equipment listed here are not permitted to have continuously burning pilot lights: 1. Fan-type central furnaces. 2. Household cooking appliances. Household cooking appliances with- out electrical supply voltage connections where each pilot light consumes less than 150 Btu/hr. 3. Pool heaters. 4. Spa heaters. 5. Fireplaces. Hot water boilers that supply heat to the building through one- or two-pipe heating systems shall have an outdoor set- back control that decreases the boiler water temperature based on the outdoor temperature. Ducts and air handlers shall be installed in accordance with Sections R403.3.1 through R403.3.7. Supply and return ducts in attics shall be insulated to an R-value of not less than R-8 for ducts 3 inches (76 mm) in diameter and larger and not less than R-6 for ducts smaller than 3 inches (76 mm) in diameter. Supply and return ducts in other portions of the building shall be insulated to not less than R-6 for ducts 3 inches (76 mm) in diameter and not less than R-4.2 for ducts smaller than 3 inches (76 mm) in diameter. Ducts or portions thereof located com- pletely inside the building thermal envelope. Ducts, air handlers and filter boxes shall be sealed. Joints and seams shall comply with either the International Mechanical Code or Interna- tional Residential Code, as applicable. Air handlers shall have a manufacturer’s designation for an air leakage of not greater than 2 percent of the design airflow rate when tested in accordance with ASHRAE 193. a. Inspection of log walls shall be in accordance with the provisions of ICC 400. General requirements A continuous air barrier shall be installed in the building envelope. The exterior thermal envelope contains a continuous air barrier. Breaks or joints in the air barrier shall be sealed. Air-permeable insulation shall not be used as a sealing material. Ceiling/attic The air barrier in any dropped ceiling or soffit shall be aligned with the insulation and any gaps in the air barrier shall be sealed. Access openings, drop down stairs or knee wall doors to unconditioned attic spaces shall be sealed. The insulation in any dropped ceiling/soffit shall be aligned with the air barrier. Walls The junction of the foundation and sill plate shall be sealed. The junction of the top plate and the top of exterior walls shall be sealed. Knee walls shall be sealed. Cavities within corners and headers of frame walls shall be insulated by completely filling the cavity with a material having a thermal resistance, R-value, of not less than R-3 per inch. Exterior thermal envelope insulation for framed walls shall be installed in substantial contact and continuous alignment with the air barrier. Windows, skylights and doors The space between framing and skylights, and the jambs of windows and doors, shall be sealed.— Rim joists Rim joists shall include the air barrier.Rim joists shall be insulated. Floors, including cantilevered floors and floors above garages The air barrier shall be installed at any exposed edge of insulation. Floor framing cavity insulation shall be installed to maintain permanent contact with the underside of subfloor decking. Alternatively, floor framing cavity insulation shall be in contact with the top side of sheathing, or continuous insulation installed on the underside of floor framing; and shall extend from the bottom to the top of all perimeter floor framing members. Crawl space walls Exposed earth in unvented crawl spaces shall be covered with a Class I vapor retarder with overlapping joints taped. Crawl space insulation, where provided instead of floor insulation, shall be permanently attached to the walls. Shafts, penetrations Duct shafts, utility penetrations, and flue shafts opening to exterior or unconditioned space shall be sealed. — Narrow cavities — Batts to be installed in narrow cavities shall be cut to fit or narrow cavities shall be filled with insulation that on installation readily conforms to the available cavity space. Garage separation Air sealing shall be provided between the garage and conditioned spaces.— Recessed lighting Recessed light fixtures installed in the building thermal envelope shall be sealed to the finished surface. Recessed light fixtures installed in the building thermal envelope shall be air tight and IC rated. Plumbing and wiring — In exterior walls, batt insulation shall be cut neatly to fit around wiring and plumbing, or insulation, that on installation readily conforms to available space, shall extend behind piping and wiring. Shower/tub on exterior wall The air barrier installed at exterior walls adjacent to showers and tubs shall separate the wall from the shower or tub. Exterior walls adjacent to showers and tubs shall be insulated. Electrical/phone box on exterior walls The air barrier shall be installed behind electrical and communication boxes. Alternatively, air-sealed boxes shall be installed. — HVAC register boots HVAC supply and return register boots that penetrate building thermal envelope shall be sealed to the subfloor, wall covering or ceiling penetrated by the boot. — Concealed sprinklers Where required to be sealed, concealed fire sprinklers shall only be sealed in a manner that is recommended by the manufacturer. Caulking or other adhesive sealants shall not be used to fill voids between fire sprinkler cover plates and walls or ceilings. — Ducts shall be pres- sure tested to determine air leakage by one of the follow- ing methods: 1. Rough-in test: Total leakage shall be measured with a pressure differential of 0.1 inch w.g. (25 Pa) across the system, including the manufacturer’s air handler enclosure if installed at the time of the test. Registers shall be taped or otherwise sealed during the test. 2. Postconstruction test: Total leakage shall be mea- sured with a pressure differential of 0.1 inch w.g. (25 Pa) across the entire system, including the man- ufacturer’s air handler enclosure. Registers shall be taped or otherwise sealed during the test. A duct air-leakage test shall not be required where the ducts and air handlers are located entirely within the building thermal envelope. A written report of the results of the test shall be signed by the party conducting the test and provided to the code official. The total leakage of the ducts, where measured in accordance with Section R403.3.3, shall be as follows: 1. Rough-in test: The total leakage shall be less than or equal to 4 cubic feet per minute (113.3 L/min) per 100 square feet (9.29 m2) of conditioned floor area where the air handler is installed at the time of the test. Where the air handler is not installed at the time of the test, the total leakage shall be less than or equal to 3 cubic feet per minute (85 L/min) per 100 square feet (9.29 m2) of conditioned floor area. 2. Postconstruction test: Total leakage shall be less than or equal to 4 cubic feet per minute (113.3 L/min) per 100 square feet (9.29 m2) of conditioned floor area. Building fram- ing cavities shall not be used as ducts or plenums. Where supply and return air ducts are partially or completely bur- ied in ceiling insulation, such ducts shall comply with all of the following: 1. The supply and return ducts shall have an insulation R-value not less than R-8. 2. At all points along each duct, the sum of the ceiling insulation R-value against and above the top of the duct, and against and below the bottom of the duct, shall be not less than R-19, excluding the R-value of the duct insulation. Where using a simulated energy performance analysis, sections of ducts that are: installed in accordance with Section R403.3.6; located directly on, or within 5.5 inches (140 mm) of the ceiling; surrounded with blown-in attic insulation having an R-value of R-30 or greater and located such that the top of the duct is not less than 3.5 inches (89 mm) below the top of the insu- lation, shall be considered as having an effective duct insulation R-value of R-25. For ducts to be considered as inside a conditioned space, such ducts shall comply with either of the following: 1. The duct system shall be located completely within the continuous air barrier and within the building thermal envelope. 2. The ducts shall be buried within ceiling insulation in accordance with Section R403.3.6 and all of the fol- lowing conditions shall exist: 2.1. The air handler is located completely within the continuous air barrier and within the building thermal envelope. 2.2. The duct leakage, as measured either by a rough-in test of the ducts or a post-construc- tion total system leakage test to outside the building thermal envelope in accordance with Section R403.3.4, is less than or equal to 1.5 cubic feet per minute (42.5 L/min) per 100 square feet (9.29 m2) of conditioned floor area served by the duct system. 2.3. The ceiling insulation R-value installed against and above the insulated duct is greater than or equal to the proposed ceiling insulation R-value, less the R-value of the insulation on the duct. Mechanical system piping capable of carrying fluids greater than 105°F (41°C) or less than 55°F (13°C) shall be insulated to an R-value of not less than R-3. Piping insula- tion exposed to weather shall be protected from damage, including that caused by sunlight, moisture, equipment maintenance and wind. The protection shall provide shielding from solar radiation that can cause degradation of the material. Adhesive tape shall be prohibited. Energy conservation measures for service hot water systems shall be in accordance with Sections R403.5.1 through R403.5.4. Heated water circu- lation systems shall be in accordance with Section R403.5.1.1. Heat trace temperature maintenance systems shall be in accordance with Section R403.5.1.2. Automatic controls, temperature sensors and pumps shall be accessi- ble. Manual controls shall be readily accessible. Heated water circula- tion systems shall be provided with a circulation pump. The system return pipe shall be a dedicated return pipe or a cold water supply pipe. Gravity and thermo- syphon circulation systems shall be prohibited. Con- trols for circulating hot water system pumps shall start the pump based on the identification of a demand for hot water within the occupancy. The controls shall automatically turn off the pump when the water in the circulation loop is at the desired temperature and when there is no demand for hot water. Electric heat trace sys- tems shall comply with IEEE 515.1 or UL 515. Con- trols for such systems shall automatically adjust the energy input to the heat tracing to maintain the desired water temperature in the piping in accordance with the times when heated water is used in the occupancy. Demand recirculation water systems shall have controls that com- ply with both of the following: 1. The controls shall start the pump upon receiving a signal from the action of a user of a fixture or appli- ance, sensing the presence of a user of a fixture or sensing the flow of hot or tempered water to a fix- ture fitting or appliance. 2. The controls shall limit the temperature of the water entering the cold water piping to not greater than 104ºF (40ºC). Insu- lation for hot water piping with a thermal resistance, R- value, of not less than R-3 shall be applied to the following: 1. Piping 3/4 inch (19.1 mm) and larger in nominal diameter. 2. Piping serving more than one dwelling unit. 3. Piping located outside the conditioned space. 4. Piping from the water heater to a distribution mani- fold. 5. Piping located under a floor slab. 6. Buried piping. 7. Supply and return piping in recirculation systems other than demand recirculation systems. Drain water heat recovery units shall comply with CSA B55.2. Drain water heat recovery units shall be tested in accordance with CSA B55.1. Potable water-side pressure loss of drain water heat recovery units shall be less than 3 psi (20.7 kPa) for individual units connected to one or two showers. Potable water-side pressure loss of drain water heat recov- ery units shall be less than 2 psi (13.8 kPa) for individual units connected to three or more showers. The building shall be provided with ventilation that complies with the requirements of the International Residential Code or Inter- national Mechanical Code, as applicable, or with other approved means of ventilation. Outdoor air intakes and exhausts shall have automatic or gravity dampers that close when the ventilation system is not operating. Fans used to provide whole-house mechani- cal ventilation shall meet the efficacy requirements of Table R403.6.1. Where an air handler that is integral to tested and listed HVAC equipment is used to provide whole- house mechanical ventilation, the air handler shall be powered by an electronically commutated motor. Heating and cooling equipment shall be sized in accor- dance with ACCA Manual S based on building loads calculated in accordance with ACCA Manual J or other approved heating and cooling calculation methodologies. New or replacement heating and cooling equipment shall have an efficiency rating equal to or greater than the mini- mum required by federal law for the geographic location where the equipment is installed. Systems serving multiple dwelling units shall comply with Sections C403 and C404 of the International Energy Conservation Code—Commercial Provisions instead of Sec- tion R403. Snow- and ice-melting systems, supplied through energy ser- vice to the building, shall comply with Sections R403.9.1 and R403.9.2. Snow melt and ice systems shall include automatic controls capable of shutting off the sys- tem when the pavement temperature is greater than 50°F (10°C) and precipitation is not falling, and an automatic or manual control that will allow shutoff when the outdoor temperature is greater than 40°F (4.8°C). Energy use by snow and ice melt systems shall be offset by on-site renewable energy generation equipment designed to provide 34,425 BTUs per square foot of installed ice melt system per year. Plans shall be submitted that detail the type, size and loca- tion of the on-site renewable energy generation equip- ment. A separate building permit is required for on-site renewable energy generation equipment. The energy consumption of pools and perma- nent spas shall be in accordance with Sections R403.10.1 through R403.10.3. The electric power to heaters shall be controlled by a readily accessible on-off switch that is an integral part of the heater mounted on the exterior of the heater, or external to and within 3 feet (914 mm) of the heater. Operation of such switch shall not change the set- ting of the heater thermostat. Such switches shall be in addition to a circuit breaker for the power to the heater. Heated pools shall be heated by solar thermal or other equipment that does not rely directly or indirectly on the burning of fossil fuels or shall have their energy use offset by on-site renewable energy generation equipment equiva- lent to the energy use of the swimming pool. 1. Unheated pools. 2. Pools having less than 200 square feet (18.6 m 2) of water surface area are exempt from the requirements to provide renewable energy. Time switches or other control methods that can automatically turn off and on according to a preset schedule shall be installed for heaters and pump motors. Heaters and pump motors that have built-in time switches shall be in compliance with this section. 1. Where public health standards require 24-hour pump operation. 2. Pumps that operate solar- and waste-heat-recov- ery pool heating systems. Outdoor heated pools and outdoor per- manent spas shall be provided with a vapor-retardant cover or other approved vapor-retardant means. Where more than 75 percent of the energy for heating, computed over an operation season of not less than three calendar months, is from a heat pump or an on-site renewable energy system, covers or other vapor-retardant means shall not be required. Swimming pool filters shall be car- tridge-type filters. Swimming pool pumps shall be multi- speed pumps. For the purpose of calculat- ing the energy use of swimming pools, the following are assumed: 1. Swimming pool season. 1.1. Outdoor pools: 3 months. 1.2. Indoor pools: 12 months. 2. Pool heating temperature: 82°F (28°C) or less. 3. On-site renewable energy requirements: 29,000 BTUs per square foot of pool surface area per year. This section is not intended to limit the season or temperature of swimming pools. The energy consump- tion of electric-powered portable spas shall be controlled by the requirements of APSP 14. Residential swimming pools and permanent residential spas that are accessory to detached one- and two-family dwellings and townhouses three stories or less in height above grade plane and that are available only to the house- hold and its guests shall be in accordance with APSP 15. Any energy use by indoor or outdoor spas must be offset by on-site renewable energy gen- eration equivalent to the energy use by the spa. Plans must show the annual energy use of the spa, the calculation method used to determine the expected energy use, and the on-site renewable energy system(s) that will be used to offset the energy used by the spa. All spas must be equipped with an insulated cover that is listed to provide a minimum R-value of at least 12. Spas and hot tubs that have been tested and listed for compliance with the requirements of the Califor- nia Energy Commission (CEC) Title 20 [standby power for portable electric spas shall be not greater than 5(V 2/3) watts where V = the total volume of the spa in gallons], and are less than 64 square feet (5.9 m2) in surface area shall be exempted from the requirement to offset their energy usage by on-site renewable energy generation. Spas larger than 64 square feet (5.9 m2) in surface area that are certified to meet the requirements of the CEC shall off- set their requirements at the rate of 140,000 BTUs per square foot per year. The requirements of this section apply to spas that do not meet the exception in Section R403.13. Spa season: 12 months On-site renewable energy requirements: 430,000 BTUs per square foot per year Not less than 90 percent of the permanently installed lighting fixtures shall contain only high-efficacy light sources. Fuel gas lighting systems shall not have continuously burning pilot lights. Connected exterior lighting for Group R-2, R-3 and R-4 buildings shall comply with Section C405.5 of this code. 1. Solar-powered lamps not connected to any elec- trical service. 2. Luminaires controlled by a motion sensor. The building shall be provided with electric vehicle (EV) charging in accordance with this section and the National Electrical Code (NFPA 70). Where parking spaces are added or modified without an increase in building size, only the new parking spaces are subject to this requirement. The number of parking spaces can be determined by actual spaces provided or consistent with Boulder’s Municipal Code, Title 9: Land Use Code, Chapter 9: Development Stan- dards, 9-9-6: Parking Standards. Each dwelling unit with a dedicated attached or detached garage shall be provided with at least one electric vehicle ready space. The branch circuit shall be identified as “EV Ready” in the service panel or subpanel directory, and the termination location shall be marked as “EV Ready.” Group-R occupancies with three or more dwelling units and/or sleeping units shall be provided with electric vehicle charging in accor- dance with Table R4042.2. Calculations for the number of spaces shall be rounded up to the nearest whole number. Construction documents shall designate all EV capable spaces, EV ready spaces and elec- tric vehicle supply equipment (EVSE) installed spaces and indicate the locations of conduit and termination points serving them. The circuits or spaces reserved for the cir- cuits for EV capable spaces, EV ready spaces and EVSE installed spaces shall be clearly identified in the panel or subpanel directory. The conduit for EV capable spaces shall be clearly identified at both the panel or subpanel and the termination point at the parking space. Where new EVSE installed spaces and/or new EV ready spaces and new accessible parking, as defined by the City of Boulder Building Code, Chapter 11, are both provided, parking facilities shall be designed so that at least one accessible parking space shall be EV ready or EVSE installed. This section establishes criteria for compli- ance using an Energy Rating Index (ERI) analysis. Compliance with this sec- tion requires that the provisions identified in Sections R401 through R404 indicated as “Mandatory” and Section R403.5.3 be met. The building thermal envelope shall be greater than or equal to levels of efficiency in Table 402.1.2 or 402.1.4. Supply and return ducts not completely inside the building thermal envelope shall be insulated to an R- value of not less than R-6. The Energy Rating Index (ERI) shall be determined in accordance with RESNET/ICC 301 except for buildings covered by the International Resi- dential Code. Energy used to recharge or refuel a vehicle used for trans- portation on roads that are not on the building site shall not be included in the ERI reference design or the rated design. Compliance based on an ERI analysis requires that the rated design be shown to have an ERI less than or equal to the appropriate value indicated in Table R406.4 and Figure R406.4 when compared to the ERI reference design. a. The exact Energy Rating Index requirements may be calculated using the City of Boulder ERI Calculator for New Buildings by entering the building floor area. The City of Boulder ERI Calculator for New Buildings can be found at www.BoulderEnergyCode.com. Renewable energy systems may contribute to compliance using the ERI analysis of Section R406.4 Renewable energy systems used for compliance with Section 406.4 must be permanently installed on the property of the building. 1. The code official shall have the authority to approve the purchase of an off-site solar subscription to meet the requirements of Section R406.4 where meeting the required ERI on the property of the building is technically infeasible, which is a condition that exists where the following requirements have been met: a. It has been demonstrated to the code offi- cial that it is not possible to install an on- site solar array that is unshaded for more than 70 percent of daylight hours annually. b. The building has demonstrated an ERI of 50 or less for new construction without on- site renewable energy production or 60 or less for alterations without on-site renew- able energy production. c. The submittal documents for such request shall include an ERI compliance report that includes the size and annual kWh produc- tion of the hypothetical on-site renewable energy system that would be required to achieve an ERI score of 0. The property of the building shall be identified in the contract as the physical location to which the subscription is attributed. 2. Where meeting the required ERI on the property of the building is technically infeasible and off-site solar subscrip- tions are unavailable, the code official shall have the authority to approve a one-time contribution to the City of Boulder’s Energy Impact Offset Fund equal to or greater than the value calculated in accordance with Equation 4-1, which is rea- sonably and approximately equivalent to the 1–25 spaces 1 None None > 25 spaces 10% of spaces 40% of spaces 5% of spaces (minimum one dual port charging station) 500 to 1,499 50 1,500 to 2,499 50 – (SQFT floor area – 1,500) * 0.008 2,500 to 2,999 42 – (SQFT floor area – 4,000) * 0.04 > 3,000 0 energy offset that would be achieved through the original requirements of R406.4.2, Exception 1, Offsite Renewable Energy. EIO = AP × 20 years × $0.0216 where: EIO = Energy impact offset. AP = Annual production in kWh/yr of the hypothetical on-site renewable system required to achieve the building’s ERI score. Verification of compliance with Section R406 shall be completed by an approved third party. Documentation of the software used to determine the ERI and the parameters for the residen- tial building shall be in accordance with Sections R406.6.1 through R406.6.3. Software tools used for determining ERI shall be Approved Software Rat- ing Tools in accordance with RESNET/ICC 301. Compliance software tools shall generate a report that documents that the ERI of the rated design complies with Sections R406.3 and R406.4. The compliance documentation shall include the following information: 1. Address or other identification of the residential building. 2. An inspection checklist documenting the building component characteristics of the rated design. The inspection checklist shall show results for both the ERI reference design and the rated design, and shall document all inputs entered by the user necessary to reproduce the results. 3. Name of individual completing the compliance report. 4. Name and version of the compliance software tool. Where an otherwise identical building model is offered in multiple orientations, compliance for any orientation shall be permitted by documenting that the building meets the performance requirements in each of the four (north, east, south and west) cardinal orientations. The code official shall be permitted to require the following documents: 1. Documentation of the building component charac- teristics of the ERI reference design. 2. A certification signed by the builder providing the building component characteristics of the rated design. 3. Documentation of the actual values used in the soft- ware calculations for the rated design. Performance analysis tools meeting the applicable sections of Section R406 shall be approved. Documentation demonstrating the approval of performance analysis tools in accordance with Section R406.6.1 shall be provided. Where calculations require input values not specified by Sections R402, R403 and R404, those input values shall be taken from RESNET/ICC 301. New detached one- and two-family dwell- ings and townhouses with not less than 600 square feet (55.74 m2) of roof area oriented between 110 degrees and 270 degrees true north shall comply with this section. 1. New residential buildings with a permanently installed on-site renewable energy system. 2. A building with a solar-ready zone that is shaded for more than 70 percent of daylight hours annually. Construc- tion documents shall indicate the solar-ready zone. The total solar-ready zone area shall be not less than 300 square feet (27.87 m2), exclu- sive of mandatory access or setback areas as required by the International Fire Code. New townhouses three stories or less in height above grade plane and with a total floor area less than or equal to 2,000 square feet (185.8 m2) per dwelling shall have a solar-ready zone area of not less than 150 square feet (13.94 m2). The solar-ready zone shall be composed of areas not less than 5 feet (1524 mm) in width and not less than 80 square feet (7.43 m2), exclusive of access or setback areas as required by the International Fire Code. Solar-ready zones shall be free from obstructions, including but not limited to vents, chimneys and roof-mounted equipment. The structural design loads for roof dead load and roof live load shall be clearly indicated on the construction documents. Construction documents shall indicate pathways for routing of conduit or plumbing from the solar-ready zone to the electrical service panel or service hot water system. The main electri- cal service panel shall have a reserved space to allow installa- tion of a dual pole circuit breaker for future solar electric installation and shall be labeled “For Future Solar Electric.” The reserved space shall be positioned at the opposite (load) end from the input feeder location or main circuit location. A perma- nent certificate, indicating the solar-ready zone and other requirements of this section, shall be posted near the electri- cal distribution panel, water heater or other conspicuous loca- tion by the builder or registered design professional. User note: About this chapter: Many buildings are renovated or altered in numerous ways that could affect the energy use of the building as a whole. Chapter 5 requires the application of certain parts of Chapter 4 in order to maintain, if not improve, the conservation of energy by the reno- vated or altered building. The provisions of this chapter shall control the alteration, repair, addition and change of occupancy of existing buildings and structures. Additions, alterations, or repairs to an existing building, building system or portion thereof shall comply with Sec- tion R502, R503 or R504. Unaltered portions of the exist- ing building or building supply system shall not be required to comply with this code. Except as specified in this chap- ter, this code shall not be used to require the removal, alter- ation or abandonment of, nor prevent the continued use and maintenance of, an existing building or building system law- fully in existence at the time of adoption of this code. Buildings and structures, and parts thereof, shall be maintained in a safe and sanitary condition. Devices and systems that are required by this code shall be maintained in conformance to the code edition under which installed. The owner or the owner’s authorized agent shall be responsible for the maintenance of buildings and structures. The requirements of this chapter shall not provide the basis for removal or abrogation of energy conservation, fire protection and safety systems and devices in existing structures. Alterations, repairs, additions and changes of occupancy to, or relocation of, existing buildings and structures shall comply with the provisions for alterations, repairs, additions and changes of occupancy or relocation, respectively, in this code and the International Residential Code, International Building Code, International Existing Building Code, International Fire Code, International Fuel Gas Code, International Mechanical Code, International Plumbing Code, International Property Maintenance Code, International Private Sewage Disposal Code and NFPA 70. Any two or more build- ing permits for the same dwelling unit that are applied for in any 24-month period shall be considered as one permit for the purpose of determining and meeting the require- ments of Section R501.4. Permits issued for repairs only. Except as other- wise required or permitted by this code, materials permitted by the applicable code for new construction shall be used. Like materials shall be permitted for repairs, provided that hazards to life, health or property are not created. Hazardous materials shall not be used where the code for new construc- tion would not allow their use in buildings of similar occu- pancy, purpose and location. Provisions of this code relating to the construction, repair, alteration, restoration and move- ment of structures, and change of occupancy shall not be mandatory for historic buildings provided that a report has been submitted to the code official and signed by the owner, a registered design professional, or a representative of the State Historic Preservation Office or the historic preservation authority having jurisdiction, demonstrating that compliance with that provision would threaten, degrade or destroy the historic form, fabric or function of the building. Additions to an existing building, building system or portion thereof shall conform to the provisions of this code as those provisions relate to new construction without requiring the unaltered portion of the existing building or build- ing system to comply with this code. Additions shall not create an unsafe or hazardous condition or overload existing building systems. Additions shall be in accordance with Section R502.1.1. Additions with more than 1,000 square feet of condi- tioned floor area shall also comply with Section R502.1.2. Additions shall com- ply with Sections R502.1.1.1 through R502.1.1.4. New building envelope assemblies that are part of the addition shall comply with Sections R402.1, R402.2, R402.3.1 through R402.3.5, and R402.4. Where unconditioned space is changed to conditioned space, the building envelope of the addition shall comply where the Total UA, as deter- mined in Section R402.1.5, of the existing building and the addition, and any alterations that are part of the project, is less than or equal to the Total UA gen- erated for the existing building. New heat- ing, cooling and duct systems that are part of the addi- tion shall comply with Section R403. Where ducts from an existing heating and cooling system are extended to an addition, duct systems with less than 40 linear feet (12.19 m) in unconditioned spaces shall not be required to be tested in accordance with Section R403.3.3. New service hot water systems that are part of the addition shall comply with Section R403.5. New lighting systems that are part of the addition shall comply with Section R404.1. The entire building (the addi- tion and the existing structure) shall have an ERI calcu- lated consistent with the following: 1. ERI = 115 – (points per total finished floor area) – (points per % increase in total finished floor area). 2. The ERI (points per total finished floor area) shall be established consistent with the requirements of Table R502.1.2(1). The point values of Table R502.1.2(1) are applied in ranges and only within those ranges. For example, for a home with a total conditioned square footage of 2,200 square feet, the first 1,999 square feet would have 0.016 ERI points per square foot while the next 201 square feet or would have 0.007 ERI points per square foot. 3. The ERI points for each percentage of increase in square footage shall be established consistent with the requirements of Table R502.1.2(2). The point values of Table R502.1.2(2) are applied in ranges and only within those ranges. For example, an addition that creates a 30-percent increase in square footage will have 25 percent of the increase associated with 80 points and the next 5 percent of the increase asso- ciated with 10 ERI points per percentage increase. 4. The applicable ERI shall be determined in accor- dance with the ANSI/RESNET/ICC 301—2014 Standard. 5. Table R502.1.2(3) summarizes the ERI require- ments, but is illustrative only as it does not show the applicable ERI for all possible scenarios. 6. For the purposes of this section, the term “total fin- ished floor area” refers to the square footage of the building after any demolition and additions associ- ated with the project are completed. Alterations to any building or structure shall comply with the requirements of this section. Alter- ations shall be such that the existing building or structure is not less conforming to the provisions of this code than the existing building or structure was prior to the alteration. Alterations shall not create an unsafe or hazardous condi- tion or overload existing building systems. Alterations shall be such that the existing building or structure does not use more energy than the existing building or structure prior to the alteration. Alterations to existing buildings shall comply with Sections R503.1.1 through R503.2. Level 3 alterations shall also comply with Section R503.3. Level 4 alterations shall also comply with Section R503.4. Building envelope assem- blies that are part of the alteration shall comply with Sec- tion R402.1.2 or R402.1.4, Sections R402.2.1 through R402.2.13, R402.3.1, R402.3.2, R402.4.3 and R402.4.5. The following alterations shall not be required to comply with the requirements for new con- struction provided that the energy use of the building is not increased: 1. Storm windows installed over existing fenestra- tion. 2. Existing ceiling, wall or floor cavities exposed during construction provided that these cavities are filled with insulation. 3. Construction where the existing roof, wall or floor cavity is not exposed. 4. Roof re-cover. 5. Roofs without insulation in the cavity and where the sheathing or insulation is exposed during reroofing shall be insulated either above or below the sheathing. 6. Surface-applied window film installed on exist- ing single pane fenestration assemblies to reduce solar heat gain provided that the code does not require the glazing or fenestration assembly to be replaced. Where some or all of an existing fenestration unit is replaced with a new fenestration product, including sash and glazing, the replacement fenestration unit shall meet the appli- cable requirements for U-factor and SHGC as specified 1,000 to 1,999 0.016 2,000 to 3,999 0.007 ≥ 4,000 0.019 < 26%80 26% to 75%10 > 75%15 in Table R402.1.2. Where more than one replacement fenestration unit is to be installed, an area-weighted average of the U-factor, SHGC or both of all replace- ment fenestration units shall be an alternative that can be used to show compliance. New heating, cooling and duct systems that are part of the alteration shall comply with Section R403. Where ducts from an existing heating and cooling system are extended, duct systems with less than 40 linear feet (12.19 m) in unconditioned spaces shall not be required to be tested in accordance with Section R403.3.3. New service hot water systems that are part of the alteration shall comply with Section R403.5. New lighting systems that are part of the alteration shall comply with Section R404.1. Alterations that replace less than 50 percent of the luminaires in a space, provided that such alter- ations do not increase the installed interior lighting power. Any nonconditioned or low-energy space that is altered to become conditioned space shall be required to be brought into full compliance with this code. Where the energy rating index compliance alternative in Section R406 is used to comply with this section, the annual energy cost of the proposed design is permitted to be 110 percent of the annual energy cost oth- erwise allowed by Section R406. Where the building undergoes a Level 3 alteration, the building shall have an ERI in accor- dance with one of the following: 1. Demonstrate that the rated design of the altered build- ing has an ERI less than or equal to 50. 2. Demonstrate that the ERI of the rated design for the altered building is not less than 30 percent lower than the ERI of the rated design for the building before the alteration, and not higher than an ERI of 85. Where the building undergoes a Level 4 alteration, the building shall comply with Section R406 as new construction. Rated designs are permitted to be 10 percent greater than allowed by Section R406.4. *NR = Not Required NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR NR 70 69 68 67 67 NR NR NR NR NR NR NR NR NR NR NR NR NR 67 66 66 65 64 63 63 NR NR NR NR NR NR NR NR NR NR NR 64 63 63 62 62 61 60 59 59 NR NR NR NR NR NR NR NR NR 61 61 60 60 59 59 58 57 56 56 55 NR NR NR NR NR NR NR NR 60 59 59 58 58 57 57 56 55 55 54 53 NR NR NR NR NR NR NR 59 58 58 57 57 56 56 55 54 54 53 52 51 NR NR NR NR NR NR NR 57 56 56 55 55 54 54 53 53 52 51 50 50 NR NR NR NR NR NR 56 55 55 54 54 53 53 52 52 51 50 49 49 48 NR NR NR NR NR NR 54 53 53 52 52 51 51 50 50 49 48 48 47 46 NR NR NR NR NR 53 52 52 51 51 50 50 49 49 48 47 47 46 45 44 NR NR NR NR NR 51 50 50 49 49 48 48 47 47 46 46 45 44 43 43 NR NR NR NR 49 49 48 48 47 47 46 46 45 45 44 44 43 42 41 41 NR NR NR NR 45 44 44 43 43 42 42 41 41 40 30 39 38 37 37 36 NR NR NR NR 40 39 39 38 38 37 37 36 36 35 35 34 33 33 32 31 NR NR NR NR 35 35 34 34 33 33 32 32 31 31 40 29 29 28 27 26 NR NR NR 34 30 30 29 29 28 28 27 27 26 26 25 25 24 23 22 22 Buildings, structures and parts thereof shall be repaired in compliance with Section R501.3 and this sec- tion. Work on nondamaged components necessary for the required repair of damaged components shall be considered to be part of the repair and shall not be subject to the require- ments for alterations in this chapter. Routine maintenance required by Section R501.3, ordinary repairs exempt from permit, and abatement of wear due to normal service condi- tions shall not be subject to the requirements for repairs in this section. For the purposes of this code, the fol- lowing shall be considered to be repairs: 1. Glass-only replacements in an existing sash and frame. 2. Roof repairs. 3.Repairs where only the bulb, ballast or both within the existing luminaires in a space are replaced provided that the replacement does not increase the installed interior lighting power. Spaces undergoing a change in occupancy that would result in an increase in demand for either fossil fuel or electrical energy shall comply with this code. Any space that is converted to a dwelling unit or portion thereof from another use or occupancy shall comply with this code. Where ERI-based compliance in Section R406.4 is used to comply with this section, the building shall comply with Section R406 as new construction. Rated designs are permitted to be 10 percent greater than allowed by Section R406.4. User note: About this chapter: This code contains numerous references to standards promulgated by other organizations that are used to provide requirements for materials and methods of construction. Chapter 6 contains a comprehensive list of all standards that are referenced in this code. These standards, in essence, are part of this code to the extent of the reference to the standard. This chapter lists the standards that are referenced in various sections of this document. The standards are listed herein by the promulgating agency of the standard, the standard identification, the effective date and title, and the section or sections of this document that reference the standard. The application of the referenced standards shall be as specified in Section R107 American Architectural Manufacturers Association 1827 Walden Office Square Suite 550 Schaumburg, IL 60173-4268 R402.4.3 Air Conditioning Contractors of America 2800 Shirlington Road, Suite 300 Arlington, VA 22206 R403.7 R403.7 The Association of Pool & Spa Professionals 2111 Eisenhower Avenue, Suite 500 Alexandria, VA 22314 R403.11 R403.12 ASHRAE 1791 Tullie Circle NE Atlanta, GA 30329 R402.1.5 R403.3.2.1 ASTM International 100 Barr Harbor Drive, P.O. Box C700 West Conshohocken, PA 19428-2959 R303.1.4.1 ASTM—continued R402.4.4 R402.4.1.2 R402.4.1.2 CSA Group 8501 East Pleasant Valley Road Cleveland, OH 44131-5516 R402.4.3 R403.5.4 R403.5.4 Door & Access Systems Manufacturers Association 1300 Sumner Avenue Cleveland, OH 44115-2851 R303.1.3 Home Ventilating Institute 1000 North Rand Road, Suite 214 Wauconda, IL 60084 Table R403.6.1 International Code Council, Inc. 500 New Jersey Avenue NW 6th Floor Washington, DC 20001 R403.11 R403.12 R201.3, R303.1.1, R303.2, R402.1.1, R501.4 R402.1, Table R402.5.1.1 R501.4 R101.4.1, R403.8 Table R406.4 R406.2 ICC—continued R202 R201.3, R501.4 R201.3, R501.4 R201.3, R403.3.2, R403.3.6, R403.6, R501.4 R201.3, R501.4 R501.4 R501.4 R201.3, R303.1.1, R303.2, R402.1.1, R402.2.11, R403.3.2, R403.3.6, R403.6, R501.4 R406.3 R402.4.1.2 Institute of Electrical and Electronic Engineers, Inc. 3 Park Avenue, 17th Floor New York, NY 10016-5997 R403.5.1.2 National Fire Protection Association 1 Batterymarch Park Quincy, MA 02169-7471 R501.4 National Fenestration Rating Council, Inc. 6305 Ivy Lane, Suite 140 Greenbelt, MD 20770 R303.1.3 R303.1.3 R402.4.3 Residential Energy Services Network, Inc. P.O. Box 4561 Oceanside, CA 92052-4561 R406.3, R406.6.1, R406.6.5 RESNET—continued R402.4.1.2 UL LLC 333 Pfingsten Road Northbrook, IL 60062 R402.4.2 R403.5.1.2 United States-Federal Trade Commission 600 Pennsylvania Avenue NW Washington, DC 20580 R303.1.4 Window and Door Manufacturers Association 2025 M Street NW, Suite 800 Washington, DC 20036-3309 R402.4.3 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Consideration of a motion to amend the Council Rules of Procedure and Working Agreements as discussed by council at the 2018 Council Retreat. PRESENTERS Tom Carr, City Attorney Lynnette Beck, City Clerk EXECUTIVE SUMMARY At the 2020 Council Retreat, council members discussed potential changes to the Council Rules of Procedure (Attachment A) and the Council Working Agreements (Attachment B). Council amends its rules of procedure through motion. Council discussed these rule changes at the February 18, 2020 council meeting. Attachment A did not include all of the proposed changes. A new Attachment A is attached with the proposed changes. Changes are highlighted in bold in the list below. STAFF RECOMMENDATION Suggested Motion Language Staff requests council consideration of this matter and action in the form of the following motion: Motion to amend the Council Rules of Procedure, as set forth in Attachment A and the Council Working Agreements as set forth in Attachment B. Item 3G Amending Council Rules of Procedure & Working Agreements Page 1 BACKGROUND Council considered proposed changes to the Council Rules of Procedure and Working Agreements at the annual Council Retreat on January 17, 2020. Council directed staff to draft the proposed amendments. The proposed amendments included a rule allowing for members other than the Mayor to chair study sessions, to limit the conditions under which emergency measures are proposed, to allow for matters of significant public interest to be placed first on the agenda and to provide for a potential change in the meeting time for the Council Agenda Committee. In addition, while reviewing the rules staff identified several minor cleanup matters. All changes are detailed below. The proposed amended rules are in Attachment A. Council also directed that staff amend the Working Agreements to limit the provision prohibiting electronic communications during meetings to quasi-judicial hearings. Staff also recommends eliminating a provision allowing the Mayor to adjust a speaker’s time, because this is covered specifically in the Council Rules of Procedures. The proposed amended Working Agreements are in Attachment B. Proposed Changes to the Council Rules of Procedure Section I – Presiding Officers: Mayor and Mayor Pro Tem Limit the provision designating the Mayor as Chair to apply only to regular council meetings. Specify that a conflict of interest means a violation of the code of conduct as set forth in Section 2-7-2, B.R.C. 1981. Section II – Communication with Council Eliminate superfluous language and clarify that now all council correspondence is published online (Subsection b). Clarify that open comment is available for “up to” 45 minutes (Subsection c). Section III – Agenda Eliminate language specifying the time and place for the Council Agenda Committee meeting (Subsection b). Eliminate superfluous language relating to the Mayor Pro Tem (Subsection b). Eliminate superfluous numbering (Subsection d). Clarify that the CAC should not schedule meetings longer that four and one-half hours (Subsection e.10). Section IV – Council Meeting Agenda Eliminate the requirement that the clerk specify the method used for randomization. This was done initially, when there was some concern about whether the results would be random. These concerns appear to have been addressed and the clerk has discontinued this practice (Subsection a.2.C). Item 3G Amending Council Rules of Procedure & Working Agreements Page 2 Eliminate the requirement that the Mayor announce separately the names of the individuals selected from the in person signup (Subsection a.2.C). Correct the title for “Matters from the Mayor and Members of Council” (Subsection a.3.A) (Subsection a.4) (Subsection a.6). Allow for matters of substantial public interest to be placed first on the agenda (Subsection a.5). Provide that no more than two substantive public hearings shall be scheduled at any one council meeting (Subsection a.5). Eliminate “Discussion Items” because council has not scheduled such items (Subsection a.9). Renumber subsections a.10 and a.11. Section V – Rules of Speaking (no changes) Section VI – Procedure in Handling Motions (no changes) Section VII – Procedures in Handling Ordinances, Resolutions and Important Motions Provide that emergency measures should be limited to the quarterly supplement, matters in which there is a deadline and matters affecting life, health or safety (Subsection f). Section VIII – Voting (no changes) Section IX – Nominations and Elections Eliminate the reference to statements at the first meeting in November. This was discontinued, but this language was not removed (Subsection b). Clarify the requirements for expressing interest (Subsection e). Section X – Research and Study Sessions Allow for rotation of study session chair (Subsection c). Eliminate the requirement for advance study session summaries (Subsection c). Section XI – Procedure in Handling Major Capital Improvement Projects (no changes) Section XII – Council Calendar (no changes) Section XIII – Council Member Appointments Add the Colorado Chautauqua Association. Reflect the name change of the Urban Drainage and Flood Control District to the Mile High Flood District and correct the name of the US 36 Mayors and Commissioners Coalition. Item 3G Amending Council Rules of Procedure & Working Agreements Page 3 Section XIV – Parliamentary Procedure (no changes) Section XV – Declaration, Proclamations and Resolutions Eliminate the reference to proclamations because there is no reference to proclamations in the section. Section XVI – Rules of Decorum Extend the prohibition against large signs to any meeting room because council has expressed an interest in holding some meetings outside of council chambers (Subsection b.9). Eliminate the prohibition against electronic communications during council meetings (Subsection d.9). Section XVII – Record Retention for Executive Sessions (no changes) Proposed Changes to the Council Working Agreements Under “Council Process”: Eliminate the provision allowing the Mayor to adjust a speaker’s time. Limit the prohibition against electronic communications to quasi-judicial hearings. ATTACHMENTS Attachment A – Proposed Amended Council Rules of Procedure Attachment B – Proposed Amended Council Working Agreements Item 3G Amending Council Rules of Procedure & Working Agreements Page 4 Boulder Revised Code Title 2 – Government Organization Appendix ‐ Council Procedure Adopted: February 21, 1982 (by Council motion only) Effective: January 1, 1983 Amended: June 21, 1983 Adopted: February 21, 1984 Amended: September 1984 Amended: June 1986 Amended: March 1988 Amended: May 1990 Amended: May 1992 Amended June 1992 Amended: February 1994 Amended: June 1994 Amended: February 1996 Amended: January 1999 Amended: March 1999 Amended: May 2003 Amended: July 2003 Amended: April 2004 Amended: November 2007 Amended: February 2011 Amended: January 2012 Amended: May 2012 Amended: September 2012 (Effective January 1, 2013) Amended: February 2013 Amended: November 2014 Amended: February 2017 Amended: September 2017 Amended March 2020 COUNCIL PROCEDURE This procedure is intended to govern the actions of the city council in the general conduct of its business and to serve as a reference in settling parliamentary disputes. In handling routine business, the council may by general consent use a more informal procedure than that set forth in this procedure. This procedure may be suspended at any time by vote of five council members or of two-thirds of the council members present, whichever is the greater. I.‐ Presiding Officers: Mayor and Mayor Pro Tem Council members shall be selected to serve as mayor and mayor pro tem. The mayor pro tem shall fulfill the position identified as "acting mayor" in Charter Section 15. All council members are equal; the mayor and mayor pro tem have no additional authority except as set forth in the City Charter, the City Code, or in these procedures. The mayor, or the mayor pro tem in the mayor's absence, shall serve as the chair of the council at all regular council meetings. The mayor or the mayor pro tem are responsible for conducting meetings in an orderly and democratic manner and assuring that minority opinion may be expressed and that the majority is allowed to rule. At the same time, the mayor and mayor pro tem retain all of the prerogatives of a duly elected council member: The mayor or mayor pro tem may make and second motions Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 5 and take part in discussions and mayust vote on all matters not an interest prohibited pursuant to Section 2-7-2, B.R.C. 1981,involving their personal financial interest or official conduct. In addition to chairing council meetings, the mayor is frequently called upon to perform certain ceremonial duties or to serve on intergovernmental committees. Whenever possible, the mayor shall attempt to share these responsibilities equitably among the other council members, including the mayor pro tem. II. ‐ Communication with Council It is very important for the council to hear the views of members of the public. There are several ways in which a person can participate. (a) City phone numbers and email addresses are provided to reach all council members. (b) Electronic means of communication with and from council members as a group is provided through Hotline and Council Correspondence on the City's website. The Hotline is an electronic means for council members to ask questions of staff and convey information to the public that is posted in a manner that is available to the public on the City's website. Staff responses to Hotline questions of council members are posted on Hotline in order to be available to the public. The City's website contains a Council Correspondence email which directs the comment of the person to each council member and many staff members. The city manager's office directs questions from Council Correspondence to the appropriate staff member for response. Computers are available at city libraries for those who may not be able to view the City's website from other locations. Correspondence regarding matters on the council agenda shall be included in the council packet. Correspondence regarding matters on the council agenda received after the packet deadline shall be posted online. All correspondence to Council is published online. (c) Open Comment. At the beginning of every regular council meeting, up to forty-five minutes are set aside for open comment. During that time, twenty randomly selected members of the public are invited to express their views on any issue, except those set for public hearing later in the meeting. (d) Public Hearings. Public hearings are held to seek input on a particular ordinance or policy decision. These hearings provide an organized forum to address a particular subject. Statements made during a public hearing become part of the record for council's decision on the issue. Quasi-judicial hearings shall be conducted pursuant to Chapter 1-3, “Quasi-Judicial Hearings, B.R.C. 1981. Provided, however, witnesses shall not be required to testify under oath. (e) Comment on Motions Made Under Matters. The council will consider motions arising from matters raised by the mayor, members of council, the city manager, or the city attorney. No vote will be taken on these motions until the public has been given an opportunity to comment. III. ‐ Agenda a. Notice. The agenda is generally distributed to council members no later than the Thursday preceding the council meetings, whether regular, special, or continued meetings. Items will generally not be added but may be added or deleted by the agenda committee or by a majority of council. Whenever practicable, notice shall be given of all agenda items by publication of the title or a general description thereof in the Boulder Daily Camera on the weekend preceding the council meeting. However, failure to give such notice shall not invalidate any action taken by the council, and such provision shall not apply at all to items adopted by emergency. b. Council Agenda Committee (CAC). Items are placed on the agenda by the staff, with the approval of the members of an agenda committee in attendance at a meeting called by the mayor to review the agenda, which normally takes place in the manager's office on Monday mornings. In addition to the mayor and the council member designated as the acting mayor (generally referred to as the mayor pro tem), the council designates a third council member for six to seven weeks at a time (depending on the council meeting cycle) to serve on the agenda committee. A sign-up list is circulated to council members. Replacements are solicited from all remaining council members whenever an agenda committee member cannot attend a meeting. If more council members wish to attend than there are vacancies, the mayor makes the appointment. Meetings of the agenda committee are open to the public and the press/media, Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 6 but are not advertised. No more than four council members may attend an agenda committee meeting at any time. "Drop-ins" should notify the mayor in advance whenever possible. Presence of staff members at agenda committee meetings is subject to the discretion of the city manager. c. Agenda Review. The agenda committee holds an agenda review to review the successes and the difficulties of the council in dealing with agenda items during the preceding calendar quarter and to schedule agenda items for the next calendar quarter, when such items are known in advance. Council members who wish to have the entire council address an agenda issue should identify the issue and ask the agenda committee to schedule a discussion under Matters. d. CAC Mission. Representing the views of the entire city council, the agenda committee: 1) sets the agenda for council meetings and study sessions; 2) comments on written agenda materials to assure that all reasonable questions anticipated from the public and any member of the council are answered; 3) acts as a sounding board for staff; 4) informs the city council and staff of emerging issues; 5) requests that staff supply information to the council concerning emerging issues; and 6) discusses correspondence and email to the mayor and the city council and responses to open comment. The agenda committee assigns the responsibility for drafting and signing such responses. But individual council members may respond as well, at their discretion. 7) The agenda committee determines when boards and commissions should be requested to address the council concerning their deliberations, and when matters should be referred back to a board or commission before council action is scheduled. Generally, it is expected that boards and commissions with an adopted mission statement that includes a certain area of concern will be asked to advise council about any agenda item dealing with that area of concern. 8) The agenda committee also establishes check points for council input on important staff projects. 9) Agenda committee minutes are made available to the council by email. Approved draft agendas and the council calendar for the upcoming meeting agendas are attached to the minutes. e. CAC Ground Rules. 1. No Decisions. The agenda committee should not make a "decision" on anything except for specific decisions relating to the council agenda and assignment of correspondence for a response. If a scheduling item is controversial, the CAC shall bring the matter to the entire council. 2. No References. Agenda committee members should avoid reference to the meeting in debate, as by statements such as: "This was discussed in the agenda committee meeting," or "We dealt with that question in the agenda committee meeting." Above all, there should be no reference to any "decision" having been made by the agenda committee. 3. CAC Communications with Council. If, as a result of an agenda committee meeting, the committee determines that it is necessary to contact the remaining council members to convey information or to obtain advice about proposed staff action, staff should contact each available council member. Council members, including agenda committee members, generally should not be involved in such communications. But this does not restrict any council member from contacting other council members and conveying any information or requesting any advice or action. Agenda committee members and other council members may communicate with other council members about any matter, but such process should not substitute for staff action as set forth above and is subject to the "open meeting" requirements of state law (§ 24-6- 402(2)(d)(III), C.R.S.). 4. CAC to Focus on Council Concerns Rather Than Personal Point of View. It is not appropriate for agenda committee members to use the agenda committee meeting to advance their own political agendas or points of view. This is conceded to be difficult to avoid, especially when three council members are discussing an upcoming decision, but it is essential. 5. CAC Not to Indicate Council Support. Prior to approval by the council, the agenda committee and staff are prohibited from indicating any city commitment to city sponsorship or support of an event or to city support for a development proposal. 6. Questions to CAC. Council members are urged to send questions, comments, and suggestions to the staff or to members of the agenda committee prior to its meeting. The agenda committee will endeavor to Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 7 discuss all such questions, comments, and suggestions at its meeting. 7. Postponement of Issues. It is acceptable for members of the city council to ask for postponement of issues to accommodate a brief absence, when the rescheduling will not inconvenience other council members and the individual council member has a significant interest in the particular issue being decided. However, no council member has a right to require such a change, and the decision of the CAC is generally treated as final, although the council is, as always, the final decision maker. 8. No Rule of Three. Meetings of the CAC shall not be used to indicate a "rule of three" for information/research requests. See Section X, Research and Study Sessions, Subsection A, Information/Research Requests/Rule of Three. 9. Tuesday Meetings. CAC shall not schedule council meetings on dates other than Tuesdays without polling all council members for their availability. CAC shall not schedule meetings on the fifth Tuesday of any month without the prior consent of council. 10. Consent Items, Urgent Items, Time Budget, and Order of Agenda. The CAC designates potential consent items, so that they can be dealt with in a summary fashion. The CAC also designates urgent items, for which delay is not possible or inadvisable, so that the council can deal with such items prior to adjournment. The CAC sets the order of the agenda and sets a time budget for each item. Based on the estimated time budget, CAC shall make every effort not to schedule any meeting with an expected adjournment time after 10:30 p.m. IV. ‐ Council Meeting Agenda a. Council meetings shall be conducted as follows: 1. Call to Order and Roll Call. Meetings are generally called to order at 6 p.m. sharp. 2. Open Comment. A. Time for open comment on any subject not scheduled for public hearing is provided for at each regular business meeting of the council. Up to forty-five minutes is provided at the beginning of the meeting. Speaking shall be limited as set forth in subsection (C) below. During open comment, an individual speaker can speak for up to two minutes. B. A speaker shall begin by stating his or her name and address. If a speaker believes that providing such information would put the speaker at risk, the speaker need not disclose his or her name or address but should say whether or not he or she resides in the City of Boulder. C. Sign up for speakers will be available via the internet, beginning at 6:00 p.m. on the day that the agenda for the meeting is made available. Online sign up shall end at 2:00 p.m. on the day preceding a meeting, even if the day preceding a meeting is a holiday. No later than 5:00 p.m. on the day prior to the meeting or noon on the day of the meeting, if the day prior to the meeting is a city holiday, the city clerk shall post on the internet a list of no more than fifteen individuals who will be invited to speak at the meeting. If more than fifteen people register to speak, the city clerk shall select fifteen names at random from among those who have registered. Prior to the opening of registration, the city clerk shall post the methodology to be used for randomization. In addition to those selected through the foregoing process, individuals may sign up to speak in person at council chambers beginning at 5:00 p.m. on the day of the meeting. Sign up shall close promptly at 6:00 p.m. Prior to open comment the presiding officer shall announce the names of five individuals selected at random to speak. If fewer than fifteen persons have registered online and there are more than five individuals who have signed up in person, the presiding officer may, if the meeting is scheduled to end no later than 10:30 p.m., add additional speakers to bring the total number of speakers to no more than twenty. D. Any person selected to speak who requires an interpreter shall be invited to speak first. Any person wishing to use an electronic presentation as part of his or her comments shall provide the presentation to the city clerk no later than 2:00 p.m. on the day of the meeting. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 8 E. At the conclusion of Open Comment, the presiding officer may ask city staff for any response to matters raised during Open Comment. At the conclusion of the staff response, any council member may ask that the original speaker be recalled to reply to the staff response. Such comment shall be limited to one minute. 3. Consent Agenda. Including generally, but not strictly limited to: A. Minutes. Minutes of previous meetings are approved as made available beforehand, and as corrected by the city clerk, in response to council suggestions, in the discretion of the clerk. This procedure should not be used to alter remarks to express a more considered point of view. Such remarks should be made under item 8, Matters from the Mayor and Members of Council. A motion to approve the minutes is deemed to include such corrections, as well as any corrections made at the meeting. B. First Readings. Although generally calendared as part of the consent agenda, the city manager may request that a particular first reading be scheduled early on the agenda when staff/council interaction on the item is important on first reading. See Section V, Procedure in Handling Ordinances, Resolutions and Important Motions, Subsection C, First Reading. C. Second Readings. Second Readings shall generally be scheduled for a public hearing. The Council Agenda Committee may schedule second reading of ordinance on consent only for the following: 1. The Quarterly Supplement codifying previously adopted ordinances. 2. Ordinances for which the council has previously held a public hearing. 3. Other ordinances that are routine in nature, which do not elicit public interest and to which no council member objects. 4. Call-Up Check-In. Call-ups (typically appeals to council) are considered during item 8, Matters from the Mayor and Members of Council. During call-up check-in, council members are provided an opportunity, and are generally expected, to announce that they have questions or concerns with respect to a potential call- up. This advance warning, while not binding on any council member, would generally indicate those potential call-ups for which staff or interested parties should be present. Notwithstanding the failure of any council member to indicate questions or concerns, Council may still consider any potential call-up should a council member change their views during the meeting. If the decision about whether to exercise the council’s call-up authority is a matter of substantial public interest, the agenda committee shall schedule a public hearing for consideration of the potential call-up. Call-ups scheduled for public hearing shall not be considered as part of a call-up check-in. 5. Public Hearings. Expected substantial public comment items are generally placed first on the agenda, in the order of public interest in the item, as anticipated by the council agenda committee, but critical short items may be placed first when deemed appropriate by the agenda committee. Items from the city manager, city attorney, or mayor and members of council which are of substantial public interest are placed in this section of the agenda, in the order of public interest. Provided however, that CAC may place matters of significant public interest at the beginning of the meeting, before open comment. CAC shall not schedule more than two substantive public hearings at any council meeting. A speaker shall begin by stating his or her name and address. If a speaker believes that providing such information would put the speaker at risk, the speaker need not disclose his or her name or address but should say whether or not he or she resides in the City of Boulder. During a public hearing an individual speaker can speak for up to three minutes. However, a speaker's time may be limited to two minutes if more than fifteen people have signed up to speak. Three or more people can pool their time so one speaker can speak for five minutes if all of the people pooling time have signed up to speak when the spokesperson is called to speak and are in the council chambers when the speaker is called. The five minutes of pooled time can be reduced to four minutes by the presiding officer if the time for individuals has been reduced to two minutes. An applicant may request additional time as reasonably required to present his or her case. In response, the mayor may designate a longer time period for applicants, generally not to exceed fifteen minutes and to occur immediately upon the opening of the public hearing, in order to give the public an opportunity to respond. Additional support for applicant's positions should come from individual witnesses. Board or commission Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 9 members, whose board or commission acted on a matter and who have been designated to speak by the board or commission, will be allowed to speak during staff presentation or at the beginning of the public hearing. A board or commission may designate a person who voted with the majority or a person who voted with the minority or one speaker from each side. 6. Matters from the City Manager. No final decision may be made under this item, or item 7, Matters from the City Attorney, or 8, Matters from the Mayor and Members of Council, until after an opportunity for public comment. Prior to council decisions on motions made during this item, or item 7, Matters from the City Attorney, or 8, Matters from the Mayor and Members of Council, an opportunity shall be given for public comment on such motions. The rules are the same as for public hearings. The Mayor shall open a public hearing immediately after the council has concluded debate on each motion. 7. Matters from the City Attorney. 8. Matters from the Mayor and Members of Council. At this point, any council member may place before the council matters which are not included in the formal agenda. This item is generally limited to responses to open comment, appointments to boards and commissions, sharing of information, and requests for advice concerning matters pending before other bodies, consideration of call-ups, requests for staff work, and requests for scheduling future agenda items. Matters requiring a formal council vote, such as motions to sponsor an event or to allocate funds, are normally placed on the agenda through the regular agenda review process, rather than dealt with under this item. 9. Discussion Items. Discussion items are generally scheduled for study sessions rather than council meetings. If discussion items are scheduled for a council meeting, such matters will be discussed under this agenda item. 109. Debrief. Council will have a brief discussion of no more than five minutes for council members to discuss issues regarding that evening's meeting. The discussion is intended to identify issues to be addressed by the Council Agenda Committee or by the council at a future meeting. This time should not be used to revisit arguments raised earlier in the meeting. The intent is to improve council's process by identifying issues concerning process, scheduling, and meeting implementation while fresh in council members' minds to allow for later discussion and resolution. 110. Adjournment. The council's goal is that all meetings be adjourned by 10:30 p.m. An agenda check will be conducted at or about 10:00 p.m., and no later than at the end of the first item finished after 10:00 p.m. Generally, absent a deadline which the council cannot affect, no new substantial item will be addressed after 10:30 p.m. The Debrief is not a substantial item. No new item shall be introduced after 10:30 p.m. unless a majority of the council members in attendance at that time agree. All council meetings shall be adjourned at or before 11:00 p.m., unless the meeting is extended by a vote of two-thirds of the council members present. Council shall attempt to schedule any matter not heard before adjournment as the first item at the next study session. If necessary, the council shall schedule a special meeting to coincide with the scheduled study session. It is assumed that council will reschedule items previously scheduled for the study session to accommodate any newly added items. V. ‐ Rules of Speaking a. Mayor Directs Meeting. To obtain the floor, a council member or staff member addresses the mayor. b. Assignment of Floor. To assign the floor, the mayor recognizes by calling out the council member's name. Only one council member may have the floor at a time. A council member shall not speak while another has the floor, except to make a point of order. The mayor generally next recognizes the council member who first asks for the floor after it has been relinquished. The mayor may, in his or her sole discretion, temporarily suspend the rules of speaking in order to permit a direct colloquy between council members with respect to an issue or motion properly before the council. All council members and staff members are requested to direct their remarks to the council action under consideration. c. Outline of Decisions. The staff and the mayor should attempt to focus discussion of agenda items in Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 10 accordance with the materials, which should contain a proposed outline of decisions. d. Minimize Debates Prior to Public Hearings. Council members should minimize debate prior to public hearings and use the period prior to public hearings to ask questions for clarification rather than to lecture, give speeches, score debating points, or ask rhetorical questions. The mayor may intervene to avoid extended debate prior to public hearings. e. Minimize Debates After Decisions. Council members should minimize debate after decisions and move on to the next item. f. Motions to Table. Tabling motions are generally discussed before they are made, in order to allow for a reasonable amount of council discussion prior to making a non-debatable motion. g. Early Warning Process. Council members should give early warning to the mayor and the city manager whenever substantial opposition is anticipated to an agenda item, so that an appropriate staff and council response can be prepared. h. Rotation of Questions. Questions are rotated so that, to the extent practicable, different council members are given the lead on each agenda item and questions are grouped by subject matter whenever it is practicable to do so. i. Mayor May Intervene. The mayor may intervene in council debate in order to solicit a motion after five to ten minutes of debate, seek to wrap-up discussion when debate seems to be proceeding longer than warranted, determine whether council wishes to postpone council action when more information or staff work appears warranted to facilitate a council decision, and ask council to group follow-up questions by topic. j. No Surprises. Council members will make every effort not to surprise each other by bringing up something new at a meeting, and rather will give notice of their intention to do so as soon as practical before the meeting. VI. - Procedure in Handling Motions a. Making a Motion. A council member, after obtaining the floor, makes a motion. (If long or involved, it should be in writing.) The council member may state reasons briefly before making the motion; but may argue the motion only after it has been seconded; and having spoken once may not speak again until everyone who wishes to be heard has had the opportunity to speak, except to answer questions asked by other council members. Having made a motion, a council member may neither speak against it nor vote against it. b. Seconding a Motion. Another council member seconds the motion. All motions require a second, to indicate that more than one member is interested in discussing the question. The seconder does not, however, have to favor the motion in order to second it, and may both speak and vote against it. If there is no second, the mayor shall not recognize the motion. c. Stating the Motion. The mayor states the motion and asks for discussion. d. Debate. General debate and discussion follow, if desired. Council members, the city manager, the city attorney or the city clerk, when wishing to speak, follow the rules of speaking outlined above. The speaker's position on the motion should be stated directly: "I favor this motion because...," "I am opposed to this because...," etc. Remarks should be addressed to the mayor. e. Question. The mayor restates the motion and puts the question. Negative as well as affirmative votes are taken. 1. If the mayor is in doubt of the result of a voice vote, the mayor may call for raising of hands or a roll call vote. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 11 2. If any council member is in doubt of the result of a voice vote, the council member may obtain a vote by raising of hands or by roll call by calling for it (without need to be recognized by the mayor). 3. In case of a tie vote, the motion is lost. f. Result. The mayor announces the result. The motion is not completed until the result is announced. VII. ‐ Procedure in Handling Ordinances, Resolutions and Important Motions a. Two Readings. All ordinances require at least two readings, because the city charter requires ten days' advance publication in final form. The agenda committee may require similar publication of complex or important motions and resolutions, in order to assure informed public participation. b. Notice. All documents delivered to council members' residences or electronically prior to any meeting shall be deemed to have been received and read, unless a council member indicates to the contrary during consideration of the matter. In the event that a council member has not received and read the document in question, the mayor shall determine an appropriate course of action, which may consist of an explanation of the substance of the document by a person familiar with its contents, or a recess. Abstentions are not permitted by the city charter under these circumstances. c. First Reading. On first reading, the clerk reads the title or the general description of the item set forth on the agenda, and the council has an opportunity to ask questions of the staff. Whenever practicable, council members ask first reading questions in writing or by email to "Hotline" in advance of the meeting. Any remaining questions are asked at the meeting. The deadline for first reading questions is noon on the day following the meeting. Complex questions are subject to the "rule of five" for information and research requests set forth in Section X, Research and Study Sessions, Subsection A, Information/Research Requests/Rule of Three. The mayor then requests an appropriate motion. However phrased, an affirmative motion is construed as one to order the item published. Unless otherwise stated in the motion, all publication shall be by title only. The mayor then states the question, followed by proposal of amendments, if any, restates the question if necessary, and puts the question to a vote. After the conclusion of the vote, the mayor declares the item to have been ordered published or to have been rejected for publication. Publication does not constitute substantive approval of an item. d. Second Reading. On second reading, the clerk reads the title or the general description of the item set forth on the agenda, followed by the staff presentation, and then the council has an opportunity to ask questions of the staff. Thereafter, the mayor opens a public hearing and supervises the public hearing. If any council member wishes, questions may be asked of persons testifying. Council may consider a response to public testimony at the meeting, and the agenda committee may consider a response the following week, but the normal response is in the council members' actions on the agenda. The mayor then requests an appropriate motion. The motion should be one to adopt the ordinance, and, however phrased, an affirmative motion shall be so construed. Unless otherwise stated in the motion, all publication shall be by title only. The mayor then states the question, followed by discussion by the council, the city manager and the city attorney and dialogue with staff in response to questions raised by the council, followed by debate, proposal of amendments, if any, and consideration thereof in the form of motions. After debate, the mayor restates the question and requests that the clerk conduct a roll call vote. After the conclusion of the roll call vote, the mayor declares the ordinance adopted or defeated. e. Resolutions. Resolutions are handled in the same manner as the second reading of an ordinance, except that the vote need not be by roll call. f. Emergencies. Ordinances may be passed by emergency on first or second reading, upon appropriate findings of urgency and need. In the event of passage by emergency on first reading, the first reading is handled in the same manner as the second reading of an ordinance, and the second reading is omitted. Council should endeavor to limit emergency ordinances to the quarterly supplement, matters in which there is a deadline, and matters affecting life, health or safety. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 12 g. Amendments. Non-emergency ordinances which are amended in substance rather than in form on second reading are republished in the same form originally published (either in full or by title only), as amended, and voted on again at a third reading, without further staff presentation or public hearing. The council retains the discretion to set a public hearing on third reading by majority vote. The same procedure applies to later substantive amendments as well. VIII. ‐ Voting Voting ultimately decides all questions. The council may use any one of the following ways of voting: a. Voice Vote. All in favor say "aye," and all opposed say "no." The mayor rules on whether the "ayes" or the "nos" predominate, and the question is so decided. b. Raising of Hands. All in favor raise their hands, and then all opposed raise their hands. The mayor decides which side predominates and notes dissents for the record. c. Roll Call. The clerk calls the roll of the council members, and each member present votes "aye" or "no" as each name is called. The roll is called in alphabetical order, with the following special provision: On the first roll call vote the clerk shall begin with the first name on the list; on the second vote, the clerk shall begin with the second and end with the first; and so on, continuing thus to rotate the order. This rotation shall continue from meeting to meeting. IX. ‐ Nominations and Elections The mayor and mayor pro tem shall be selected in the following manner: a. In odd-number years, after the first Tuesday in November, but no later than the second Tuesday in November, any council member with an unexpired term or council member elect may express his or her interest in serving as mayor or mayor pro tem. Any person expressing an interest shall post a Hotline message regarding his or her interest in and qualifications for either or both positions. b. The council meeting convened pursuant to Charter Section 9, on the third Tuesday in November of odd- numbered years, shall be chaired by the council member with the most consecutive years of service on the council who did not express an interest in serving as mayor or mayor pro tem at the meeting on the second Tuesday in November. If there is more than one council member with the most consecutive years of service on council not seeking to be elected mayor or mayor pro tem, the city clerk shall place the names of each such council member in a container and select one who shall preside at the convening meeting. c. In the interest of transparency and public participation, after the new council members are sworn in pursuant to Section 9 of the Charter, the meeting convened at 10:00 a.m. on the third Tuesday in November shall be continued until 6:00 p.m. At that time, the council shall hold a public hearing on the selection of the mayor and mayor pro tem. d. The mayor pro tem shall serve for a period of one year. In even numbered years, council members interested in serving as mayor pro tem shall express interest and speak to their qualifications at the first meeting in November. In even numbered years, nominations and election for the mayor pro tem shall be held at the second meeting in November. e. Nominations. At the conclusion of public testimony, council will consider nominations for mayor and mayor pro tem. Any council member may nominate anyone that expressed an interest on Hotline in odd numbered years or and made a speech at the second first Tuesday in November of even numbered years, including himself or herself, for either position. Provided, however, that the requirement of prior expression of interest shall be waived for any council member whose election was not decided before the second Tuesday in November. Nominations for mayor and acting mayor (generally referred to as mayor pro tem) are made orally. No second is required, but the consent of the nominee should have been obtained in advance. Any person so nominated may at this time withdraw his or her name from nomination. Silence by the nominee shall be interpreted as acceptance Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 13 of candidacy. f. Order of Vote. A motion then is made and seconded to close the nominations and acted on as any motion. The voting is accomplished by raising of hands unless there is only one nomination and a unanimous vote for the candidate. The names shall be called in alphabetical order or reverse alphabetical order depending upon a flip of a coin by the clerk, who shall thereafter alternate the order for all further election ballots during the same meeting. g. Ballots. If it is the desire of the council to use paper ballots rather than a voice vote, such a procedure is proper. However, since there is no provision for a secret vote, each ballot must be signed by the council member casting the vote. h. Elimination Process. If any of the candidates nominated receives five votes on the first ballot, such person is declared elected. If none of the candidates receives five votes on the first ballot, the candidate (plus ties) receiving the lowest number of votes is dropped as a candidate unless this elimination would leave one candidate or less for the office. If this elimination would leave one candidate or less for the office, another vote is taken, and once again the candidate (plus ties) receiving the lowest number of votes is dropped as a candidate unless this elimination would leave one candidate or less for the office. In the event that one candidate or less is left for the office after the second vote, a flip of a coin shall be used in order to eliminate all but two candidates for the office. i. Impasse Process. In the event that neither of the two final candidates receives five votes on the first ballot on which there are only two candidates, another vote shall be taken. If no candidate receives five votes on the second such ballot, the candidate who receives the votes of a majority of the council members present shall be declared elected. If no candidate receives such a majority vote, the meeting shall be adjourned for a period not to exceed twenty-four hours, and new nominations and new ballots shall be taken. If no candidate receives five votes on the first ballot at the adjourned meeting on which there are only two candidates, another vote shall be taken. If no candidate receives five votes on the second such ballot, the candidate who receives the votes of a majority of the council members present shall be declared elected. If no candidate receives a majority vote on the second such ballot at the adjourned meeting, a flip of a coin shall be used to determine which of the two final candidates shall be declared elected as mayor or mayor pro tem. j. Appointment of Board Alternates. In the event that the Boulder Revised Code provides for the appointment of temporary alternate board members, such members shall be appointed as follows: The most recently departed member of the board needing a temporary alternate, who is eligible and able to serve, shall be appointed. In the event that more than one member departed at the same time, alternates shall be chosen in reverse alphabetical order, with appointments alternating between the eligible and able former members who departed at the same time. In the event that the most recently departed member is not eligible or able to serve, the next previously departed member shall be chosen, applying the procedure above if there is more than one potential appointee. No person shall be eligible for a temporary alternate appointment if he or she was removed from the board by the council. A temporary alternate shall be appointed only when a member's absence either results in the lack of a quorum or may prevent the board from taking action. No person appointed as a temporary alternate shall serve at two consecutive meetings of the board to which he or she is appointed unless it is necessary to complete an agenda item that has been continued to another meeting. k. Boards and Commissions. Elections to fill positions on boards or commissions shall be conducted in the same manner. However, a majority of the council members present rather than a majority of the full council is sufficient to decide an election of this nature. Each board or commission vacancy shall be voted on separately. l. Advertising of Vacancies After Partial Terms. Prior to advertising board and commission vacancies, when a person has already served on the board or commission and is seeking reappointment, council should make the decision of whether or not to advertise that particular vacancy. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 14 X. ‐ Research and Study Sessions a. Information/Research Requests/Rule of Three. Requests for information should be directed to "Hotline," or, if a public request is not appropriate, directly to the city manager or the city attorney. Requests for a briefing should be directed to the city manager or the city attorney. A single council member may require the city manager or the city attorney to provide available information at any time or to answer any question concerning an agenda item. The concurrence of three council members is required to assign a matter for research by staff. For staff to spend more time than the city manager or the city attorney considers reasonable in light of other staff time commitments, the concurrence of five council members is required. In such case, the manager or attorney shall report the results of the preliminary research and an estimate of the time required to complete the task as the manager or attorney proposes. In any case, a vote shall be taken at a council meeting, but work may proceed in an emergency pending such vote. The council shall be informed of any such emergency work. b. Budget Rule. A matter shall be placed before the council for decision during the deliberation of the budget by a vote equal to or greater than the number of council members remaining at the meeting after deduction of the majority thereof. c. Study Sessions. The chair of each study session shall be selected through rotation of council members who have expressed an interest in chairing study sessions. The Mayor and Mayor Pro Tem may be included in the rotation. The order of the rotation shall follow generally the rotation of members at the Council Agenda Committee, with the Mayor or Mayor Pro Tem presiding when a member is not available, has not expressed an intent to chair a study session or the member agrees to defer to the Mayor or Mayor Pro Tem. Materials for study sessions generally will be made available to the council and the public at least ten days before the date of the study session. Notice will be given as for other council meetings. Written comments received by staff prior to noon on the Thursday preceding study sessions will be forwarded to all council members that evening. Testimony of persons other than staff or consultants or subject-matter experts designated by the city manager is not permitted at study sessions unless a majority of the council members present votes to suspend this rule. The council will give direction to staff at study sessions for the presentation of action items at future regular council meetings. A summary list of the questions asked and direction given shall be prepared by staff and placed on the consent calendar for the next regular council meeting for council approval. Full summaries of study sessions shall be placed on a later council agenda for approval, including the direction given, any remaining issues and any staff reaction or proposed work plan in response to the study session. XI. ‐ Procedure in Handling Major Capital Improvement Projects Major capital improvement projects shall be handled, to the extent practicable, in accordance with the City Plans and Projects Handbook, dated November 2007. Failure to follow any aspect of such processes shall not be grounds for any challenge to any city project. Prior to a development review decision by the planning board or approval of the community and environmental assessment process by an advisory board, the council may determine by motion to review the project prior to the decision on the concept review or community and environmental assessment process. If so, the manager will schedule a public hearing and consideration of a motion directing staff concerning: 1) the goals and objectives of the program which will be served by the project, and 2) the conceptual design of the project. For those projects requiring development review, the council will deal only indirectly with the factors which may ultimately be entailed in a development review application under Chapter 9-4, "Land Development Review," B.R.C. 1981, in recognition that it may later be called upon to adjudicate such questions on a call-up of a planning board decision. XII. ‐ Council Calendar The city publishes a calendar of hearings set by city staff and boards and commissions. Any council member may attend such hearings and events, but council members may not testify at a board or commission hearing and may be disinvited from ceremonial events by the host. Council members are responsible for notifying the council office of hearings and events for which they are the liaison to the council. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 15 XIII. ‐ Council Member Appointments The council may appoint council members to serve on ad hoc and ongoing intergovernmental committees, such as the Colorado Municipal League Policy Committee, the Denver Regional Council of Governments,, the National League of Cities, or the Boulder County Consortium of Cities. Council members may be appointed for staff activities on an ad hoc basis. Appointments shall be made at council meetings, after notice to the council that the appointment will be considered as part of the agenda of the meeting. The mayor appoints one of the members to the Housing Authority and one to the Urban Renewal Authority, in conformity with state law, but council is notified at a council meeting of each such appointment, and the Urban Renewal Authority appointment is subject to council ratification. The council appoints one of its members to the board of directors of the Boulder Museum of Contemporary Art, the Boulder Convention and Visitors Bureau, the Colorado Chautauqua Assocation, the Downtown Business Improvement District Board, the Rocky Flats Stewardship Council, the Commuting Solutions Committee, the Mile High Urban Drainage and Flood Control District, the Boulder County Resource Conservation Advisory Board, and the board of directors of the Dairy Arts Center. The mayor will serve on the Metro Mayor's Caucus and the US 36 Mayors and Commissioners Coalition. Council members are expected to inform the council of their committee activities and to request advice on important policy issues. XIV. ‐ Parliamentary Procedure Except as otherwise provided herein or as advised by the city attorney, all matters of procedure are governed by the then current Robert's Rules of Order Newly Revised. XV. ‐ Declarations, Proclamations and Resolutions a. Mayor to Screen. All matters proposed for council or mayoral action which commemorate a period of time or commend the actions of a person or a group or endorse a position or an idea not directly related to the affairs of the City shall be screened by the mayor. b. Mayoral Declarations. If a group with substantial local support requests such action, and the mayor determines that there is no substantial political issue concerning such action, the mayor may issue a declaration for the action. Such declaration shall be forwarded to a binder kept for such purpose in the city council office but shall not be placed on the agenda unless the council determines at a meeting by majority vote of the council members present to call up the matter, in which case the action shall be revoked upon the passage of the call-up motion, pending further action by the council at its next regular meeting. c. Council Resolutions. In extraordinary circumstances, if the group supporting the action determines that it wishes council action rather than a mayoral declaration, and the action otherwise meets the criteria set forth above, the mayor may, if the mayor considers such action appropriate in light of the importance of the action and the additional business on the council agenda, place a resolution on the agenda for council action. d. Resolutions. Resolutions are appropriate for legislative concerns, including, without limitation, conveyances of positions or ideas to other legislative and administrative bodies. But all legislative actions must be by ordinance. e. Political Questions. In the event that a substantial political issue is determined to be presented by a proposed declaration or proclamation, the mayor shall not act or place the matter on the agenda, but instead will inform the group supporting the action that the matter will be placed on the agenda only if a majority of the council members present at a meeting of the council so directs. The burden shall be on such group to present the issue to the council. The mayor may request council advice at any time concerning proposed mayoral or council action. f. Foreign Policy and National Policy Questions. Council shall not act on a foreign policy or national policy issue on which no prior official city policy has been established by the council or the people, unless sufficient time and resources can be allocated to assure a full presentation of the issue. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 16 g. Fund-Raising. Publicity for fund-raising efforts and community events will be deemed inappropriate for council action, although major efforts and events may be commemorated if the majority of the council members present at a meeting of the council so directs. XVI. ‐ Rules of Decorum a. Council Intent for Rules of Decorum. The City's business is conducted at city council meetings by the elected officials of the City. All council meetings are open to the public, but the public's participation is permitted only at formal council business meetings during the time and in the manner set forth in these rules. Public participation is generally not permitted during study sessions and other informal council meetings, although the public is encouraged to express comments in writing or other communication prior to those meetings. In order for the council to conduct its business in a manner completely open to the public in person, by audio and by video recordings, rules of decorum are necessary. Historically, council meetings have lasted numerous hours which may limit the practical ability for the public to participate and the effectiveness of staff to make presentations and elected officials to discuss issues and make decisions. The intent of these rules is to: 1. Provide a safe and secure setting for council and the public to attend to the City's business. 2. Enable council to conduct its deliberative process without interruption in a manner that can be heard and viewed by all in attendance and recorded for the simultaneous or later viewing by the public. 3. Ensure that the public has a full opportunity to be heard during public hearings and open comment periods of council meetings. 4. Facilitate transparency in the conduct of council meetings so that all persons have the opportunity to observe and hear all of the council discussion and votes. 5. State specific rules so that all may know the rules in advance and be subject to the same rules. 6. Limit interruptions, unreasonable delay, or duplication of comments, presentations, or discussion. 7. Develop an atmosphere of civility that is respectful of diverse opinions and allows presentation of positions that vary from the position of others at the meeting without insults or intimidation. 8. Balance the need for the council to conduct effective meetings without the meetings extending late into the night or early morning with the need to give a full opportunity for the public to be heard. 9. Facilitate council meetings as business meetings, therefore public comments should relate to the business of the City and, as such, be addressed to the council as a whole, which conducts the business of the City. 10. Adopt these rules of decorum as the standard for conduct of meetings of the city council and staff of the City. b. Rules of Decorum for the Public. During all times a meeting of the city council is being conducted, the following rules shall apply: 1. Prior to addressing council, a person shall sign-up providing information for the council record. 2. All remarks to the council shall be at a microphone and only after the speaker is acknowledged by the presiding officer. 3. While in attendance at a council meeting, no attendee shall disrupt, disturb, or otherwise impede the orderly conduct of any council meeting by any means in a manner that obstructs the business of the meeting. Disorderly conduct also includes failing to obey any lawful order of the presiding officer to be seated, leave the meeting room or refrain from addressing the council. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 17 4. No attendee shall make threats or other forms of intimidation against any person in the council chambers or meeting room, or possess any weapon or firearm while in the council chambers or meeting room unless the attendee possesses a valid permit meeting all of the requirements set forth in § 18-12-204, C.R.S. 5. To maintain the fire code occupancy limits and allow for safe exit, unless addressing the council or entering or leaving the council chambers or meeting room, all persons in the audience shall remain seated in the seats provided. No person shall stand or sit in the aisles, nor shall the doorways be blocked. 6. All persons in the council chambers or other meeting room, including, without limitation, council members, staff, and attendees, shall silence all cell phones, pagers, and other electronic devices to prevent disruption at the meeting. 7. No person at any council meeting shall be in a state of intoxication caused by the person's use of alcohol or drugs. 8. Members of the public who wish to gather in the municipal building prior to a meeting shall make every effort to accommodate those with differing views. This shall include, not blocking entrances, pathways or stairways and being respectful at all times of those with opposing views. If individuals plan to gather for a meal or otherwise in the municipal building, such gatherings shall take place in the eastern end of the municipal building lobby so as not to require individuals with opposing views to pass through the gathering. 9. No sign shall be displayed in council chambers or other meeting room in a manner that blocks the view of another person or in a manner that would violate subsection 5 above. c. Enforcement of Decorum. The mayor or other presiding officer of the council, with the assistance of the sergeant-at-arms, if any attending, shall be responsible for maintaining the order and decorum of meetings. The mayor or presiding officer may order removed from the council chambers, or other room in which a meeting of the council is occurring, any person who fails to observe these rules of decorum: 1. The mayor or presiding officer may interrupt any speaker who is violating these rules of decorum or disrupting a meeting. 2. The mayor or presiding officer shall attempt to provide a verbal warning to any attendee or particular speaker that may be violating these rules of decorum, but such verbal warning shall not be required as a condition of removing an offender from the council chambers or meeting room. 3. These enforcement provisions are in addition to the authority held by the sergeant-at-arms or any other peace officer in attendance, to maintain order pursuant to the officer's lawful authority. 4. Any person removed from the council chambers or meeting room shall be excluded from further attendance at the meeting from which the person has been removed, unless permission to attend is granted upon the motion adopted by a majority vote of the council. 5. Any person who has been removed from a meeting may be charged with violation of the applicable provision of the Boulder Revised Code. 6. In addition, by vote of the council, any person removed from a meeting may be excluded from attendance at council meetings for thirty (30) days after such removal. A longer period of prohibition from attendance at council meetings may be determined by council by a vote, if the person has been removed from the council chambers or meeting room in the past twenty-four months for violation of these rules of decorum, or the council determines that the attendee's conduct was so severe as to necessitate a longer period of prohibition. 7. A person prohibited from attendance at council meetings may request a hearing to dispute prohibition under the provisions of Chapter 1-3, "Quasi-Judicial Hearings," B.R.C. 1981, if the appeal is filed with the manager within ten days of the date of prohibition. The hearing will be before a hearing officer that is appointed by the city manager. The scope of the hearing will be limited to the following: (1) whether there Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 18 was a prior removal in the past twenty-four months, and (2) the nature and extent of the behavior resulting in the suspension. The hearing officer will forward a recommendation to the council to affirm the sanction, modify the sanction, or to remove the sanction to the city council for its consideration at a subsequent meeting of the council. 8. In addition to any other authority of the mayor or presiding officer, the presiding officer may call a recess during which time the members of the council shall leave the meeting room. 9. If necessary, for the safety of the council and public, the mayor or presiding officer may order the council chambers or meeting room cleared of all attendees. In such event, the meeting may continue only so long as the proceedings are televised or otherwise recorded so that the proceedings of the meeting are available to the public. 10. Any staff member may request that a police officer assess any person at a council meeting for intoxication. A police officer may also make such an assessment based on personal observation. If, in the officer's professional opinion, the officer has a reasonable suspicion that a person in attendance at a council meeting is intoxicated through the use of alcohol, the officer may exclude that person from further attendance at that meeting. A person excluded shall be readmitted if the person excluded submits to an alcohol breath test and produces a result below .05 blood alcohol level. d. Rules of Decorum for Council. Members of the council shall attempt to balance the right of the public to know positions of the elected and appointed officials and rationale for decisions with the need for balanced discussion and timely adjournment of the meeting. In order to realize this balance, members shall endeavor to: 1. Articulate questions, opinions, comments and reasons for votes succinctly; 2. Exercise self-discipline by avoiding repeating statements of others, being verbose in expressing opinions or straying off the topic; 3. Allow the presiding officer to manage the meeting and call on members before speaking; 4. Support the presiding officer in enforcement of these rules; 5. Permit other members an opportunity to speak once on an issue before speaking a second time on the same issue; 6. Focus on the issue being discussed rather than disagreement of ideas by using "I" statements and avoiding personal attacks or assuming motives of another; 7. Consider the adopted council goals, staff work plans and limited resources when making requests for delay or additional information; 8. Acknowledge that new topics raised during a meeting by a member of the public or of the council may not have the benefit of all of the necessary background information, may not be presented from a balanced perspective, and decisions in such situations are more often emotionally driven. New topics raised during a meeting are most often best resolved by deferring the decision to the city manager or to a future agenda with direction to staff to provide background materials before the matter is considered at a future meeting. If council desires to take up a matter raised during a meeting, the request should be made and additional information requested under "Matters from the Mayor and Members of Council" portion of the agenda; 9. During a council meeting, refrain from electronic communication regarding subjects considered at that meeting. Except that council members may receive electronic copies of materials from staff displayed on monitors or otherwise made available at the meeting. e. Interpretation of Rules. These rules are intended to support the intent of the council set forth above. These rules are not to be used to limit public participation or council debate, but to enable the effective Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 19 functioning of the council. Either the council or the presiding officer may temporarily suspend these rules or grant exceptions in order to effectuate their intent. XVII. ‐ Record Retention for Executive Sessions Between November 5, 2014 and December 31, 2017, the city council was authorized to conduct executive sessions for the purpose of obtaining and receiving legal advice, including negotiation strategy regarding the creation of a municipal electric utility. The following rules shall remain in effect to govern retention and disclosure. a. Any recording of an executive session shall be maintained in a secure place within the city and may not be accessed by anyone, other than the City Manager or City Attorney, their authorized delegate or a Member of the City Council, except upon order of a court of competent jurisdiction. b. Any recording of an executive session shall be maintained until December 31, 2022, unless litigation relating to matters discussed is initiated or pending during that time in which case the recording shall be maintained until the conclusion of the litigation. The council shall be required to approve the destruction of any such recording of an executive session. c. Council may, by unanimous vote, release all or part of a recording of an executive session. Attachment A - Proposed Amended Council Rules of Procedure Item 3G Amending Council Rules of Procedure & Working Agreements Page 20 Attachment B - Proposed Amended Council Working Agreements Item 3G Amending Council Rules of Procedure & Working Agreements Page 21 o o o o o o o o Attachment B - Proposed Amended Council Working Agreements Item 3G Amending Council Rules of Procedure & Working Agreements Page 22 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Second reading and consideration of a motion to adopt: 1. Ordinance 8381 amending Section 2-3-25, “Marijuana Licensing Authority,” B.R.C. 1981, by changing the Authority’s name to Marijuana Licensing and Advisory Board and clarifying its member terms and licensing functions; and setting forth related details Or in the alterative: 2. Ordinance 8384 amending Section 2-3-25, “Marijuana Licensing Authority,” B.R.C. 1981, by changing the Authority’s name to Cannabis Licensing and Advisory Board and clarifying its member terms and licensing functions; and setting forth related details. PRESENTERS Jane S. Brautigam Thomas A. Carr, City Attorney Sandra Llanes, Deputy City Attorney Mishawn Cook, Licensing Manager EXECUTIVE SUMMARY On May 21, 2018, city council directed staff to bring forward an ordinance with input from the Marijuana Advisory Panel to create a new city board dedicated to marijuana issues. This was accomplished by the establishment of the Marijuana Licensing Authority through the adoption of Ordinance 8338 on August 20, 2019. However, by Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 1 naming the entity an “Authority” the city inadvertently placed itself in direct conflict with state statute. The city’s new board, Marijuana Licensing Authority, does not possess the same regulatory, licensing and enforcement powers that the statute specifies for a local marijuana licensing authority.1 While council could change that in the future, during the initial period while the board focuses on policy, we would like to prevent an unnecessary conflict between the statute and the code. Therefore, it is important to differentiate the city’s marijuana licensing entity from the state’s marijuana licensing entity. The purpose of this agenda item is to change the board’s name by removing the term “Authority” and amending it to Marijuana Licensing and Advisory Board and clarifying the terms of members. The Proposed Ordinance is Attachment A. On February 18, 2020 council will decide with a “nod of five” whether it wishes staff to pursue regulations regarding hemp. If council decides to move forward with hemp regulations it may want to consider whether the existing marijuana board should expand its responsibilities to include hemp related items as well since they are so interrelated. The term “cannabis” includes both hemp and marijuana since they are derived from the same plant. Therefore, we have included an alternative ordinance that amends the name of the board to be more expansive and include hemp by amending it to Cannabis Licensing and Advisory Board, clarifying member terms and licensing functions. The Alternative Proposed Ordinance is Attachment B. STAFF RECOMMENDATION Suggested Motion Language Staff requests council consideration of this matter and action in the form of the following motion: Motion to adopt: 1. Ordinance 8381 amending Section 2-3-25, “Marijuana Licensing Authority,” B.R.C. 1981, by changing the Authority’s name to Marijuana Licensing and Advisory Board and clarifying its member term and licensing functions; and setting forth related details; Or in the Alternative: 2. Ordinance 8384 amending Section 2-3-25, “Marijuana Licensing Authority,” B.R.C. 1981, by changing the Authority’s name to Cannabis Licensing and Advisory Board and clarifying its member term and licensing functions; and setting forth related details. 1 CRS 44-10-301 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 2 COMMUNITY SUSTAINABILITY ASSESSMENTS AND IMPACTS Economic – The marijuana industry is a part of the city’s economy. The proposed changes are intended to support a vital and well-regulated marijuana industry in Boulder. Environmental – None. Social – The proposed ordinances will continue the city’s practice of supporting a well-regulated marijuana industry. OTHER IMPACTS Fiscal – Fiscal impacts were anticipated in the 2020 city budget process. Staff time – Staff time is included in the 2020 budget. BACKGROUND On May 21, 2018, city council directed staff to bring forward an ordinance with input from the Marijuana Advisory Panel to create a new city board dedicated to marijuana issues. This was accomplished by the establishment of the Marijuana Licensing Authority through the adoption of Ordinance 8338 on August 20, 2019. However, by naming the entity an “Authority” the city inadvertently placed itself in direct conflict with state statute. The city’s Marijuana Licensing Authority does not possess the same regulatory, licensing and enforcement powers that this state’s Authority holds. The term “State Licensing Authority” means the authority created for the purpose of regulating and controlling the licensing of the cultivation, manufacture, distribution, testing and sale of marijuana in this state pursuant to the Colorado Marijuana Code. Therefore, it is important to differentiate the city’s marijuana licensing entity from the state’s marijuana licensing entity. The purpose of this agenda item is to change the board’s name by removing the term “Authority” and amending it to Marijuana Licensing and Advisory and clarifying the terms of members. Attachment A. On February 18, 2020 council will decide with a “nod of five” whether it wishes staff to pursue regulations regarding hemp. If council decides to move forward with hemp regulations it may want to consider whether the existing marijuana board should expand its responsibilities to include hemp related items as well since they are so interrelated. Therefore, we have included an alternate ordinance that amends the name of the board to Cannabis Licensing and Advisory Board to include both marijuana and hemp, clarifying member terms and licensing functions. Attachment B. ANALYSIS This amendment is necessary to avoid creating any confusion between the legal authority of a marijuana licensing authority by state statute and an advisory committee under Sec. Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 3 130 of the city’s Charter. In addition, if council decides to move forward with hemp regulation it is an opportunity to create efficiencies by adding hemp related items to the newly formed marijuana board. By analogy, this is similar to how the state treats beer and alcohol. There are separate regulations for beer and liquor but they are both under the purview of the city’s Beverage Licensing Authority. ATTACHMENTS A – Proposed Ordinance 8381 B – Alternative Proposed Ordinance 8384 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 4 K:\CMAD\o-8381 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ORDINANCE 8381 AN ORDINANCE AMENDING SECTION 2-3-25, “MARIJUANA LICENSING AUTHORITY,” B.R.C. 1981, BY CHANGING THE AUTHORITY’S NAME TO MARIJUANA LICENSING AND ADVISORY BOARD, CLARIFYING ITS MEMBER TERMS AND LICENSING FUNCTIONS; AND SETTING FORTH RELATED DETAILS. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BOULDER, COLORADO: Section 1. Section 2-3-25 “Marijuana Licensing Authority” is amended to read as follows: 2-3-25. - Marijuana Licensing Authority and Advisory Board. (a) The City of Boulder Marijuana Licensing Authority and Advisory Board shall consist of seven members who are at least twenty-one years of age, all of whom are city residents, appointed by City Council for five-year terms. At the time of appointment, two members wishall be marijuana business owners or representatives of such owners and two members shall have a connection to the health or education field. The remaining members shall be at large. Up to two ex officio non-voting members may be appointed by the cCity cCouncil as provided below. The Advisory Boarduthority members who are first appointed shall be designated to serve for staggered terms so that no more than two the terms of one Advisory Boarduthority member expires in one each year. One member shall serve one year, two members shall serve two-year terms, two members shall serve three-year terms and two shall serve five-year terms. (b) City council has discretion to appoint two non-voting ex officio members who will advise the Advisory Boarduthority. These positions are intended for non-city residents from the candidate pool, who would otherwise qualify but are prohibited from appointment because of the resident status requirement. (c) The city manager serves as secretary to the Advisory Boarduthority. The secretary may be known as the licensing clerk, and shall serve as the Advisory Boarduthority’s agent for all functions. (d) Four members shall constitute a quorum. An affirmative vote of a majority of the members present is necessary to authorize any action of the Advisory Boarduthority. Attachment A - Proposed Ordinance 8381 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 5 K:\CMAD\o-8381 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 (e) The Advisory Boarduthority shall be responsible for both advisory and licensing duties as set forth in this section. Initially the Advisory Boarduthority’s duties shall be limited to an advisory role. The licensing duties are to be phased in over time. The phase in period shall be no less than six months and no longer than two years from the date of the Advisory Boarduthority’s first meeting after formation. The timing of the phasing shall be determined by the Advisory Boarduthority. The Advisory Boarduthority will establish guidelines for determining what type of license matters will come before the Advisory Boarduthority and which will be handled administratively by city staff. The Advisory Boarduthority will determine the timing and scope of its licensing duties during this transition phase. All licensing duties will continue to be handled by the city manager until the Advisory Boarduthority formally determines otherwise. (f) The Advisory Boarduthority shall have the ability to issue subpoenas in quasi-judicial proceedings only. (g) Prior to making any recommendation or taking action, the Advisory Boarduthority shall hold a public hearing. (h) The Advisory Boarduthority’s advisory functions are: (1) Generally, to promote the Boulder community’s interests and values in the local regulation of marijuana, while considering the downstream consequences of such regulations on the community and on public health and safety while supporting economic development and congruence between local ordinances and state laws. (2) To advise the city council and city manager on marijuana issues, strategies, goals and policies; (3) To study and make recommendations to council and the city manager regarding marijuana related issues raised by council, city manager, state legislative changes, the public, or the Authority; (4) To prioritize and continue any outstanding work from the Marijuana Advisory Panel; (5) To address issues related to jurisdictional parity; and (6) To follow the purpose and intent in Chapters 6-14 and 6-16, B.R.C. (i) The Advisory Boarduthority’s licensing functions may include: (1) To grant or refuse applications for licenses to operate a medical or recreational marijuana business as prescribed by Chapter 6-14, “Medical Marijuana” and Chapter 6-16, “Recreational Marijuana,” B.R.C. 1981. The Advisory Boarduthority’s responsibilities shall not include suspension, revocation, or imposition of fines as set forth in Sections 6- 14-14 and 6-16-14 B.R.C. 1981. The city manager shall administer such matters; (2) To perform licensing functions in a manner necessary to carry out the legislative purposes and requirements of the state and city marijuana licensing laws; and (3) To perform all other responsibilities that the council may delegate to it. (j) The city manager shall issue all licenses granted by the Advisory Boarduthority upon receipt of the completed application and the operating fee, criminal background fee, annual license Attachment A - Proposed Ordinance 8381 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 6 K:\CMAD\o-8381 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 fee, and any other applicable fees, as required by Sections 4-20-64 “Medical Marijuana Businesses” and 4-20-67 “Recreational Marijuana Businesses,” B.R.C. 1981, and meeting the requirements of Subsection 6-14-5(f) “Approval Requirements” or 6-16-6(f) “Approval Requirements” B.R.C. 1981. (k) The Advisory Boarduthority shall not perform any administrative functions unless expressly provided in this code. (l) The Advisory Boarduthority shall not involve itself in any review under the land use regulations, Title 9, “Land Use Code,” B.R.C. 1981, unless its opinion is requested by the city council or the planning board. Section 2. This ordinance is necessary to protect the public health, safety and welfare of the residents of the city and covers matters of local concern. Section 3. The city council deems it appropriate that this ordinance be published by title only and orders that copies of this ordinance be made available in the office of the city clerk for public inspection and acquisition. INTRODUCED, READ ON FIRST READING, AND ORDERED PUBLISHED BY TITLE ONLY this 18th day of February 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynette Beck, City Clerk Attachment A - Proposed Ordinance 8381 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 7 K:\CMAD\o-8381 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 READ ON SECOND READING, PASSED AND ADOPTED, this 3rd day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynette Beck, City Clerk Attachment A - Proposed Ordinance 8381 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 8 K:\CMAD\o-8384 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ORDINANCE 8384 AN ORDINANCE AMENDING SECTION 2-3-25, “MARIJUANA LICENSING AUTHORITY,” B.R.C. 1981, BY CHANGING THE AUTHORITY’S NAME TO CANNABIS LICENSING AND ADVISORY BOARD AND CLARIFYING ITS MEMBER TERMS AND LICENSING FUNCTIONS; AND SETTING FORTH RELATED DETAILS. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BOULDER, COLORADO: Section 1. Section 2-3-25 “Marijuana Licensing Authority” is amended to read as follows: 2-3-25. - Cannabis Licensing and Advisory BoardMarijuana Licensing Authority. (a)The City of Boulder Cannabis Licensing and Advisory BoardMarijuana Licensing Authority shall consist of seven community members who are at least twenty-one years of age, all of whom are city residents, appointed by City Council for five-year terms. At the time of appointment, two members wishall be marijuana or hemp business owners or representatives of such owners and two members shall have a connection to the health or education field. The remaining members shall be at large. Up to two ex officio non-voting members may be appointed by the cCity cCouncil as provided below. The Advisory Boarduthority members who are first appointed shall be designated to serve for staggered terms so that no more than two the terms of one Advisory Boarduthority member expires in oneeach year. One member shall serve one year, two members shall serve two-year terms, two members shall serve three- year terms and two shall serve five-year terms. (b)City council has discretion to appoint two non-voting ex officio members who will advise the Advisory Boarduthority. These positions are intended for non-city residents from the candidate pool, who would otherwise qualify but are prohibited from appointment because of the resident status requirement. (c)The city manager serves as secretary to the Advisory Boarduthority. The secretary may be known as the licensing clerk, and shall serve as the Advisory Boarduthority’s agent for all functions. (d)Four members shall constitute a quorum. An affirmative vote of a majority of the members present is necessary to authorize any action of the Advisory Boarduthority. Attachment B - Alternative Proposed Ordinance 8384 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 9 K:\CMAD\o-8384 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 (e) The Advisory Boarduthority shall be responsible for both advisory and licensing duties as set forth in this section. Initially the Advisory Boarduthority’s duties shall be limited to an advisory role. The licensing duties are to be phased in over time. The phase in period shall be no less than six months and no longer than two years from the date of the Advisory Boarduthority’s first meeting after formation. The timing of the phasing shall be determined by the Advisory Boarduthority. The Advisory Boarduthority will establish guidelines for determining what type of license matters will come before the Advisory Boarduthority and which will be handled administratively by city staff. The Advisory Boarduthority will determine the timing and scope of its licensing duties during this transition phase. All licensing duties will continue to be handled by the city manager until the Advisory Boarduthority formally determines otherwise. (f) The Advisory Boarduthority shall have the ability to issue subpoenas in quasi-judicial proceedings only. (g) Prior to making any recommendation or taking action, the Advisory Boarduthority shall hold a public hearing. (h) The Advisory Boarduthority’s advisory functions are: (1) Generally, to promote the Boulder community’s interests and values in the local regulation of marijuana and hemp, while considering the downstream consequences of such regulations on the community and on public health and safety while supporting economic development and congruence between local ordinances and state laws. (2) To advise the city council and city manager on marijuana and hemp issues, strategies, goals and policies; (3) To study and make recommendations to council and the city manager regarding marijuana and hemp related issues raised by council, city manager, state legislative changes, the public, or the Advisory Boarduthority; (4) To prioritize and continue any outstanding work from the Marijuana Advisory Panel; (5) To address issues related to jurisdictional parity; and (6) To follow the purpose and intent in Chapters 6-14 and 6-16, B.R.C. and any subsequently adopted related code provisions. (i) The Advisory Boarduthority’s licensing functions may include: (1) To grant or refuse applications for licenses to operate a medical or recreational marijuana business as prescribed by Chapter 6-14, “Medical Marijuana” and Chapter 6-16, “Recreational Marijuana,” B.R.C. 1981. The Advisory Boarduthority’s responsibilities shall not include suspension, revocation, or imposition of fines as set forth in Sections 6- 14-14 and 6-16-14 B.R.C. 1981. The city manager shall administer such matters; (2) To perform licensing functions in a manner necessary to carry out the legislative purposes and requirements of the state and city marijuana licensing laws; and (3) To perform all other responsibilities that the council may delegate to it. (j) The city manager shall issue all licenses granted by the Advisory Boarduthority upon receipt Attachment B - Alternative Proposed Ordinance 8384 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 10 K:\CMAD\o-8384 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 of the completed application and the operating fee, criminal background fee, annual license fee, and any other applicable fees, as required by Sections 4-20-64 “Medical Marijuana Businesses” and 4-20-67 “Recreational Marijuana Businesses,” B.R.C. 1981, and meeting the requirements of Subsection 6-14-5(f) “Approval Requirements” or 6-16-6(f) “Approval Requirements” B.R.C. 1981. (k) The Advisory Boarduthority shall not perform any administrative functions unless expressly provided in this code. (l) The Advisory Boarduthority shall not involve itself in any review under the land use regulations, Title 9, “Land Use Code,” B.R.C. 1981, unless its opinion is requested by the city council or the planning board. Section 2. This ordinance is necessary to protect the public health, safety and welfare of the residents of the city and covers matters of local concern. Section 3. The city council deems it appropriate that this ordinance be published by title only and orders that copies of this ordinance be made available in the office of the city clerk for public inspection and acquisition. INTRODUCED, READ ON FIRST READING, AND ORDERED PUBLISHED BY TITLE ONLY this 18th day of February 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynette Beck, City Clerk Attachment B - Alternative Proposed Ordinance 8384 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 11 K:\CMAD\o-8384 2nd Rdg-2964.docx 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 READ ON SECOND READING, PASSED AND ADOPTED, this 3rd day of March 2020. ____________________________________ Sam Weaver, Mayor Attest: ____________________________________ Lynette Beck, City Clerk Attachment B - Alternative Proposed Ordinance 8384 Item 5A - 2nd Rdg Ordinance 8381 or 8384 regarding renaming of Marijuana Licensing Authority Page 12 Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 1 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Update on State Legislation and Consideration of a Motion to Revise the City of Boulder’s 2020 Regional, State and Federal Policy Agenda PRESENTERS Jane S. Brautigam, City Manager Carl Castillo, Chief Policy Advisor Taylor Reimann, Assistant to the City Council EXECUTIVE SUMMARY This is an opportunity for council to receive a verbal update on matters pending before the 2020 Colorado General Assembly and to discuss the same. Since legislation is changing quickly, council is asked to click here to review an up-to-date summary of active bills that the city is supporting and opposing. Bills that the city has previously worked on but that have since been killed are not included in the summary. This is also an opportunity for council to revise the city’s 2020 Regional, State and Federal Policy Agenda (the “Policy Agenda”). The proposed revision pertains to Position #14 and is described at the end of the analysis section below. STAFF RECOMMENDATION Suggested Motion Language: Staff requests council consideration of this matter and action in the form of the following motion: Motion to approve a revision to Position #14 “SUPPORT FOR BUILDING COMMUNITY RESILIENCE” in the City of Boulder’s 2020 Regional, State & Federal Policy Agenda, as described at the end of the analysis section. Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 2 COUNCIL’S INTERGOVERNMENTAL AFFAIRS COMMITTEE Council’s Intergovernmental Affairs Committee, composed of Mayor Weaver, Mayor Pro Tem Yates and council members Brockett, Friend, Joseph and Wallach, is scheduled to meet on Feb. 27, 2020, to receive an update on legislative matters and to review the proposed revisions to the Policy Agenda. Since this meeting will have occurred after the date on which this memo was submitted, the committee’s feedback will be summarized at the council meeting. ANALYSIS State Legislative Priorities The following are updates on efforts to further council's six state legislative priorities: 1. Enhance and preserve the rights and interests of residents of manufactured home communities as well as the continued availability of manufactured housing On Wednesday, February 19, the two mobile home bills that the city has been working on passed their first hearing before the House Transportation and Local Government Committee. The first one (House Bill 20-1196, Mobile Home Park Act Updates, E. Hooton (D) | J. McCluskie (D) / S. Fenberg (D) | P. Lee (D)) addresses a number of harms identified by a 2018 state sunrise review on manufactured homes. More specifically, the bill: Defines what constitutes “retaliation” and prohibits its use against a homeowner who asserts rights under the MHPA; Requires transparency and equity in water billing; Protects homeowners from arbitrary or unfair evictions; Requires maintenance and repair of the park, operable utilities, and compensation to displaced homeowners when these requirements are not met; Increases homeowner rights to privacy; and Prohibits unfair park rules from being imposed on homeowners. HB20-1196 is scheduled to be heard by the House Appropriations Committee on Friday, February 28. The second bill (House Bill 20-1201, Opportunity to Purchase, E. Hooton (D) | S. Gonzales-Gutierrez (D) / D. Moreno (D) | J. Ginal (D)) provides homeowners an opportunity to work together to purchase their park. It does so by: Identifying events where a park owner is required to provide notification that the park is either up for sale or is subject to a change in land use; Allowing 90 days from the date of that notice for homeowners (or their agents) to make an offer to purchase the park; and Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 3 Requiring the park owner to engage in a good-faith consideration of the offer. The opportunity to purchase is different than a right of refusal in that it does not establish a right to purchase the park at a set price nor deny the park owner the ability to accept another offer. HB20-1201 now awaits consideration on 2nd Reading by the House Committee of the Whole. This hearing is, however, being delayed while amendments are being negotiated that may result in the park owners dropping their opposition. 2. Repeal the prohibition on local government bans on the use or sale of specific types of plastic materials or products or restrictions on containers for consumer products. On February 4, the Senate Local Government Committee heard SB20-010, which would have repealed the state preemption over local government authority to ban plastics. Unfortunately, the bill died on a 3-2 vote, apparently due to concerns raised by retailers and plastics manufacturers over non-uniform rules statewide, as well as significant cost barriers for compostable/biodegradable alternatives that the bill authority would be used to encourage. There have been discussions about reintroducing this concept on its own, or as an amendment to the “Management of Single Use Plastics” bill (HB20-1163, A. Valdez (D) | E. Sirota (D) / J. Gonzales (D)). There are two other “zero waste” bills relating to plastics that the city is also supporting. The first is HB20-1163 (Valdez (D) | E. Sirota (D) / J. Gonzales (D)) which would, as amended, establish rules for the management of single-use products by prohibiting stores and retail food establishments from providing single-use plastic carryout bags, single-use plastic stirrers, and single-use plastic straws to customers at the point of sale. Straws may be obtained by request, and the bill creates a 10-cent fee paid by the customer to obtain recyclable paper bags. Unless otherwise directed by local ordinance, 40 percent of the bag fee may be retained by the establishment, while the remaining 60 percent is retained by the jurisdiction the establishment resides in. On February 24, HB20-1163 was referred to the House Finance Committee with an amendment that removed polystyrene from the scope of the bill. The second bill is HB20-1162 (Cutter (D) | J. Singer (D) / M. Foote (D) | T. Story (D)), which would create a statewide prohibition on retail and food establishments from using polystyrene (aka Styrofoam). On February 24, the bill was referred as amended to House Committee on Appropriations. 3. Restoration of local government authority to regulate certain pesticide uses and for additional protections for pollinators, human health and the environment. Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 4 The city has been working with the People and Pollinators Action Network and Senator Fenberg to introduce a bill that would repeal the state law that prohibits local regulation of pesticide use and application and that explicitly permits local governments to adopt ordinances concerning the use and application of pesticides. The bill is expected to be introduced by Friday, February 28, and is being delayed in an attempt to address some concerns raised by the agricultural industry. The city is also supporting a related bill (HB20-1180, C. Kipp (D) | S. Jaquez Lewis (D) / R. Fields (D) | K. Priola (R)) that would protect bee and other pollinator populations by classifying specific neonicotinoid and sulfoximine insecticides as restricted-use pesticides, thus prohibiting their use by non- commercial applicators. The bill exempts uses in connection with the production of agricultural products or by public applicators. It is scheduled to receive its first hearing in the House Energy & Environment Committee hearing on Thursday, March 5. 4. Discourage e-cigarette and tobacco use, especially among youth. On February 13, the House Committee on Health and Insurance passed HB20- 1001 (K. Mullica (D) | C. Larson (R) / J. Bridges (D) | K. Priola (R)), a bill that would raise the age of sale to 21 for persons to whom cigarettes, tobacco products, and nicotine products may be sold. The bill would also significantly enhance underage sales enforcement by requiring retailers to obtain a state license. Under current law, fines are often too low to dissuade retailers from cracking down on underage sales, and no process exists to take away a retailer’s ability to sell nicotine products if they repeatedly sell products to minors. Under HB20-1001, the state could suspend a retailer’s license for repeatedly violating state law. The bill would also mandate more frequent compliance checks and moves that responsibility to the Department of Revenue. In addition to raising the age of sale, increasing compliance checks and creating a robust enforcement mechanism, the bill would close a loophole that allows for the sale of vaping products online. The online loophole makes it far easier for Colorado youth to purchase vaping products and then sell them in schools. In an effort to further combat youth nicotine use, the bill would prohibit flashy advertising in stores that appeals to youth. It would also prohibit new tobacco product retailers from opening within 500 feet of a school. The city is supporting this bill which is awaiting a hearing in the House Finance Committee. A second bill (HB20-1319, Y. Caraveo (D) | K. Becker (D) / R. Fields (D) | K. Priola (R)) has been introduced that would prohibit the sale of flavored cigarettes, tobacco products, and nicotine products, including flavored electronic cigarettes, and products intended to be added to cigarettes, tobacco products, or nicotine products to produce a flavor other than tobacco. The city is supporting this bill which is awaiting its first hearing in the House Health and Insurance Committee. Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 5 Finally, 18 separate citizen-initiated initiatives with a range of proposed taxes have been filed with the state. All of them would require voter approval this November and each would raise hundreds of millions of dollars annually for tobacco prevention and cessation, with the bulk going to early childhood education. The backers will settle later on which one they’ll gather signatures for in order to qualify for the November ballot. The measure with the lowest tax proposes a $1.20 tax on a pack of cigarettes, and an equivalent amount applied to other tobacco products and vaping products. It would raise $30 million a year for tobacco education programs and another $15 million to backfill the recent decrease in tax revenue for existing recipients. Tobacco education programs in Colorado are now funded by tobacco taxes, which have been falling in recent years as tobacco consumption has dropped. The remainder of the money raised would go to preschool education, a top priority of Gov. Jared Polis. The proposal with the highest tax would assess $2.60 on a pack of cigarettes, and an equivalent sum for other tobacco products and vaping products. It would raise $35 million a year for tobacco education programs, $15 million a year to backfill lost tobacco tax money, with the rest going to preschool. 5. Including rental housing development in inclusionary zoning The city is working with CML to introduce a bill that would clarify that the existing authority of cities and counties to plan for and regulate the use of land includes the authority to regulate development or redevelopment in order to promote the construction of new affordable housing units. It would explicitly state that the provisions of the state's rent control statute do not apply to any land use regulation that restricts rents on newly constructed or redeveloped housing units as long as the regulation provides a choice of options to the property owner or land developer and creates one or more alternatives to the construction of new affordable housing units on the building site. The city will support this bill, which is expected to be introduced any day now. 6. Prohibition of driving with a mobile electronic device unless through a hands-free device. SB20-065 (C. Hansen (D) / D. Roberts (D)) discourages distracted driving statewide by requiring adult drivers to use a hands-free accessory while using a mobile electronic device behind the wheel. If violated, it establishes penalties ranging from $50 to $300 and driver’s license point deductions from 2 to 4, with penalties increasing with repeated offenses. The bill encourages drivers to keep their phones out of their hands so that their attention can stay more focused on the task of driving, which is an important step forward for roadway safety. On February 25, SB20-065 was referred as amended to the Committee of the Whole. The most significant amendments relating to clarifying what is meant by “use” of a device and creating an exemption for professionals using a two-way radio; medical devices, ignition interlocks, and equipment screens; and people operating a commercial vehicle with a commercial driver’s license. Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 6 There are two other bills pending that would further the city’s Vision Zero safety objective. HB20-1227 (J. Melton (D) / M. Foote (D)) relates to what is termed “network-level distracted driving technology.” The bill does not mandate customer use of the technology, but requires providers to make available network- level distracted driving technologies so that, when engaged by the driver, a provider can limit distracting content while the driver is operating the vehicle. HB20-1227 is scheduled for its first hearing on February 26 before the House Business Affairs and Labor committee. The second bill, SB20-061 (M. Foote (D) / K. Becker (D)), creates a class A traffic offense for failure to yield to bicycles in bicycle lanes. The bill defines bike lanes and adds protections for bicyclists by establishing that bicyclists have the right-of-way when riding in them. This bill passed the Senate and the House Judiciary Committee with bipartisan support, but still faces a debate and final vote by the House Committee of the Whole. Other Significant State Legislation 1. HB20-1151 (M. Gray (D) / F. Winter (D)) would authorize a transportation planning organization (TPO) to exercise the powers of a regional transportation authority (RTA). In Boulder’s case, this would give the authority to Denver Regional Council of Governments (DRCOG). Among other powers, the powers of an RTA include the power to impose various charges, fees, and, with voter approval, visitor benefit, sales, and use taxes to generate transportation funding. Boulder has not adopted a position on this bill but has supported the positions adopted by the Colorado Municipal League and DRCOG to oppose it unless it is amended to allow for local governments to opt out of the boundaries of such RTA and to ensure that any revenue generated would not come at the cost of existing funding from RTD or CDOT. The bill is scheduled to be heard in the House Transportation and Local Government Committee next Wednesday, March 4. 2. SB20-151 (J. Tate (R) | R. Rodriguez (D) / D. Jackson (D) | C. Larson (R)) would modify the "Regional Transportation District Act" (Act) in several ways, including by: Prohibiting the district from discriminating against people with disabilities in the provision of transportation services and prohibiting discrimination against an individual on the basis of race, color, ethnicity, or national origin in the provision of transportation services and permitting persons subject of a violation of the prohibition to the ability to bring a civil suit in state district court. Adding 2 additional voting board members to be appointed by the governor for 3-year terms, one to represent constituents with disabilities and one with experience in equitable transportation planning; Adding the state treasurer and the executive director of the department of transportation as nonvoting ex-officio members of the board; and Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 7 Providing whistle-blower protections to employees of the district and of entities contracting with the district; includes the district within the scope of the state auditor's fraud hotline; makes the district's directors and certain employees subject to ethics requirements of the state constitution; and clarifies that the district is subject to existing codes of conduct for public employees. The city has not taken a position on this bill but is concerned that its proposal to expand the board and create new liability is not consistent with the city’s goal of improving the transparency, effectiveness and governance of the RTD board. The bill is scheduled to be heard in the Senate Transportation and Energy Committee next Tuesday. At that hearing, a significant amendment is expected to be introduced that would establish a blue-ribbon panel of local and national transit agency and transportation experts and local and state officials to perform an in- depth diagnostic review of RTD’s core functions. The panel would meet as soon as practicable to develop recommendations to assist with the better functioning of RTD. Once the blue-ribbon commission completes its work, an accountability committee would be formed and would work with RTD for two years. The committee would create recommendations. RTD could choose whether to adopt those recommendations or not but would have to provide an explanation why they chose not to adopt the recommendations. Proposed Changes to Legislative Agenda As of the date of this memo, staff is suggesting only one revision to the city’s 2020 Regional, State and Federal Policy Agenda, and that is to add the below highlighted language to Position #14 “Support for Building Community Resilience.” This proposal is made in recognition of the introduction of federal legislation by Cong. Neguse that would address this matter. 14.SUPPORT FOR BUILDING COMMUNITY RESILIENCE Like many cities and communities across the country and around the world, Boulder is adjusting to a “new normal,” where the effects of climate change are becoming increasingly apparent. And like residents of other cities that have recently experienced a severe natural disaster, many of us understandably perceive resilience as preparing for the kinds of events that are magnified by climate change. But shocks are not limited to natural hazards or the effects of climate change. A hyper-connected economy and the ability for pests and diseases to circle the globe with unprecedented speed, for example, mean the community is confronting a host of challenges that can strike at little notice and have severe, unknowable repercussions. Boulder’s complex topography and natural climate variability make it difficult, and sometimes impossible, to predict when and how often extreme events may occur. Flash flooding, for example, does not follow the boundaries of established flood maps, and may inundate neighborhoods and roads with little advance notice, impacting locations that may not have experienced flooding in the past. At the same time, increasing global Item 5B - Update on 2020 Regional, State and Federal Policy Agenda – Page 8 temperatures exacerbate many of these hazards. The 2011 National Academies of Science assessment indicates that a one-degree Celsius rise in temperature would increase fire incidence probabilities by over 600 percent. Rising temperatures also increase the length of drought cycles, which intensify flood, fire risks and create additional risks for Boulder’s water supply. These dry conditions have in turn exacerbated insect, exotic weed, and disease threats in the flora and fauna communities. These complex climate and ecological connections show the tight linkages between Boulder’s risks and complicate solutions to any single problem, necessitating a holistic approach. The city will support the following policy changes to help build community resilience: a) Study the structural and economic impacts of climate resiliency at the Federal Emergency Management Agency (FEMA), including recommendations on how to improve the Agency’s use of building codes and standards to prepare for climate change and address resiliency in housing, public buildings, and infrastructure such as roads and bridges. b) Expand opportunities for communities to engage in key decisions related to siting and management of local and regional energy assets and the ability to participate in driving investments towards climate resilience efforts and the mitigation of vulnerabilities. c) Expand existing state and federal safety requirements as well as the frequency of vulnerability and risk assessments of electric transmission systems and critical transmission assets. d) Provide adequate funding for the Corporation for National and Community Service (CNCS), the federal agency that administers national service programs, including AmeriCorps VISTA. The city has in the past relied on AmeriCorps VISTA volunteers in support of its resilience programming. NEXT STEPS With a revised Policy Agenda, city representatives will be able to continue to advocate at both the General Assembly and Congress to further council’s goals. Council will also continue to receive regular updates on these advocacy efforts. CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Online Petitioning Update PRESENTERS Jane S. Brautigam, City Manager Thomas A. Carr, City Attorney Tanya Ange, Deputy City Manager Chris Meschuk, Deputy City Manager Francis X. Duffy, Interim Director of Innovation and Technology Lynnette Beck, City Clerk Dianne Marshall, Administrative Specialist III, City Clerk’s Office Pamela Davis, Senior Management Analyst, City Manager’s Office Vani Katta, Business Analyst II, Innovation and Technology EXECUTIVE SUMMARY Because of the level of community interest, council has directed staff to provide periodic updates regarding the progress of the online petitioning project. The purpose of this agenda item is to provide background and a progress report. Staff has selected a vendor, Runbeck Election Services, to design and build the city’s online petitioning system. The online petitioning system will be deployed in two phases. The following table provides information on the functionality available in each phase. Item 7A - Update regarding Online Petitioning Page 1 # Phase Functionality Available Estimated Timeline 1 OPS Phase 1 MVP Fully secure system that allows constituents to endorse an uploaded Petition. June 12, 2020 2 OPS Phase 2 Various Petition Management, reporting and support components: 1. Petition creation, approval, and certification workflow. 2. Petition management features including calendars, notifications and current and historical petition reporting. 3. Petition archival and storage. November 13, 2020 BACKGROUND At its December 19, 2017 meeting, the City Council directed the city manager to form a working group to address concerns raised by council members and members of the public about the city’s campaign finance and election laws. The charter for the working group was presented on January 4, 2018. The charter describes the expectations established by the City Council for analysis of the Boulder Home Rule Charter and Boulder Revised Code provisions related to campaign finance, initiative and referenda provisions and other election matters. The working group was Matt Benjamin, Ed Byrne, Allyn Feinberg, Mark McIntyre, Rionda Osman-Jouchoux, Steve Pomerance, Evan Ravitz, Tyler Romero (resigned), Michael Schreiner, John Spitzer and Valerie Yates. The working group divided its responsibilities into two separate efforts: A review of many of the direct democracy provisions of the city, predominately related to municipal initiatives, initiated charter amendments, referenda and recall provisions; and Campaign finance reform matters on election procedures and requirements. The working group recommended that council consider ballot measures to amend the city’s Charter as specified in its report dated April 17, 2018. On September 4, 2018, council adopted Ordinance 8274, asking voters to consider amendments to Charter Sections 38 (initiative petitions), 45 (referendum petitions) and 56 (recall petitions). At the November 6, 2018 election 35,465 electors voted in favor of the measure and 14,363 voted against it. Included in the amendments was a provision allowing for electronic endorsement of petitions. On December 11, 2018, council held a study session to discuss the election results and next steps. Council directed staff to undertake a two-step process with respect to online petitioning. The first step would have been to implement a process used for signature gathering as in Denver. Denver allows proponents to gather signatures using a program, developed by Denver, on an iPad. The program authenticates the voter’s credentials in real time against the Denver voter registration database. As a county, Denver manages its own voter registration data. The second step would have been a full-fledged online petitioning system. At that time, Denver was interested in marketing its electronic signature software. Item 7A - Update regarding Online Petitioning Page 2 Staff began immediately working to implement Denver’s system. Unfortunately, Denver decided to delay efforts to market its software because of other more pressing needs in its election unit. On February 19, 2019, council passed Ordinance 8317 on first reading, to allow for implementation of the Denver system. At a public hearing on March 5, 2019, staff informed council that the Denver system would not be available in time for the 2019 election. Council decided not to adopt Ordinance 8317 and directed staff to proceed with implementation of a full-fledged online system. At a special council meeting on April 23, 2019, staff provided council with an update on the progress of the project. Staff informed council that staff intended to develop a business process, identify system parameters, select a vendor through a request for proposals, procure the system, implement a test environment and test the system. Staff proposed a timeline that would allow for implementation by April 2020. Staff cautioned however, that this timeline was aggressive and that it was possible that the system would not be ready for the November 2020 election. The minutes for the April 23, 2019 council meeting state “Council agreed that if the program was not adequately ready by April 1, 2020 that it should be carried over to the next election cycle in 2021.” Council members stressed the importance of building a system that was secure and provided protection for Personally Identifying Information. On May 14, 2019, staff met with Daniel Newman, Chief Executive Officer of MapLight, a non-profit technology organization. Mr. Newman informed staff that he had a grant which would fund creating and implementing an online petition system. On May 29, 2019 staff received a written proposal from Maplight. The proposal offered the city a free, open source system. While this was an attractive possibility, staff concluded that more information was necessary to properly evaluate MapLight’s offer. Accordingly, staff mapped the current method and developed criteria for a new system. Staff released an RFP on July 8, 2019. MapLight was invited to and did respond to the RFP. The RFP called for a robust, secure and easy to use system for electronic petitioning. One key element of a secure system is a reliable form of identity authentication. This security is necessary for two reasons. Under the city’s Charter, only persons registered to vote in the City of Boulder, who have a residential mailing address in Boulder, can sign or endorse a petition. The new system should provide a means to verify that the person logging in is registered to vote in Boulder. It important that the system be resistant to robotic and brute force attacks. Identity authentication provides a method to deter some hacking attacks on the system. The proposed approach to voter identity verification is a best practice known as multi-factor authentication. Within this approach, a computer user is granted access to a site after successfully presenting two or more pieces of evidence (or factors) to an authentication mechanism: knowledge (something the user and only the user knows, for example a password), Item 7A - Update regarding Online Petitioning Page 3 possession (something the user and only the user has, for example - a verification code), and inherence (something the user and only the user is, for example - a finger print). Multi-factor authentication ensures that only City of Boulder eligible voters can access and endorse petitions. In addition, this front-end log-in process ensures that the system is less subject to brute force signature campaigns by internet bots (that is, someone writing computer code that signs a petition 20,000 times in rapid succession). These types of intrusions could create a significant burden on petition committees and city staff to process, and/or could compromise results all together. Under staff’s proposed process, a person would enter his or her voter registration ID, full name, year of birth and residential address. The system would then validate that the person is a City of Boulder registered voter. To provide additional security, the person would then request a confirmation code be sent to the phone number in the state voter database either by text or voice message. The person would then enter the confirmation code to gain access to the petition endorsement page. If a person had not previously supplied a phone number, that person could update the voter registration system and return to the city system later. To be effective, the city needs real time voter information to be able to continuously validate and verify that the voter is who they say they are and confirm that they are a current City of Boulder registered voter. The RFP asked for a system to handle electronic petitions only and not both paper and electronic petitions for the same matter. Under the proposal, a petitioner would be able to use paper petitions or electronic petitions, but not both for the same initiative, referendum or recall. The challenge of mixing online petitioning and paper is identifying and removing duplicate signatures/endorsements. This is a challenge with all paper petitions and requires a significant commitment from the City Clerk’s Office. It is difficult to predict how many petitions the city will receive. Over the last 10 years, the city has had four successful initiative petitions and no referendum or recall petitions. The 2018 Charter changes reduced the number of signatures required for initiatives, referenda and recalls. It is reasonable to expect more petitions, although impossible to predict the number with sufficient reliability to staff in advance. The use of electronic petitions will not require additional staff resources. On August 16, 2019, the city received nine responses to the RFP. From these, staff selected and interviewed three finalists. MapLight was one of the finalists. MapLight did not propose a free system in response to the RFP. Of the three finalists, MapLight and Runbeck were very close in price. Staff selected Runbeck principally because the company had more experience with secure election systems and they had existing relationships with several secretaries of state, including Colorado’s. The timetable for availability for the 2020 election cycle called for contract completion and mechanism for access to a daily voter registration file by October 2019. The city signed the contract with Runbeck in December 2019. MapLight proposed an open source system, while Runbeck proposed a proprietary system. Under an open source system, the developer makes the code available free to the public who can use it and update it. A proprietary system can only be sold by the Item 7A - Update regarding Online Petitioning Page 4 developer. Whether the proposal was open source or proprietary was not a significant factor in the city’s decision-making process. The city uses both open source and proprietary systems. Staff was more concerned about the ability of the respective bidders to produce a safe, reliable and secure online system. Staff believes that Runbeck made the better proposal. Staff has been working with Runbeck to design the system with the belief that Boulder County will provide access to a daily voter registration file. As stated above, the online petition system will be deployed in two phases. The following table provides information on the functionality available in each phase. # Phase Functionality Available Estimated Timeline 1 OPS Phase 1 MVP Fully secure system that allows constituents to endorse an uploaded Petition. June 12, 2020 2 OPS Phase 2 Various Petition Management, reporting and support components: 4. Petition creation, approval and certification workflow. 5. Petition management features including calendars, notifications and current and historical petition reporting. 6. Petition archival and storage. November 13, 2020 The city has faced challenges in accessing voter registration data. The Secretary of State’s office has never supplied voter registration data directly to a city. The SOS has thus far declined to share the voter data files with Boulder. They have directed the city to work through Boulder County, which is how the city currently manages municipal elections. Council members have reported that both the Secretary of State and the Boulder County Clerk have expressed concerns about online petitioning for both policy and security reasons. Nevertheless, staff is in the process of finalizing a Memorandum of Understanding with Boulder County for access to a daily voter registration file. On December 18, 2019, the city asked the members of the former elections working group to meet. The group raised several questions. They expressed support for open source software and for allowing both electronic and paper petitions for the same matter. Either change would require additional development time and a change to the contract with Runbeck. Runbeck has not expressed any interest in producing open source software. Steve Pomerance, a member of the working group, has made several suggestions which staff has explored. He has suggested that the city provide an option for voters to have a postcard sent in addition to a phone message. Mr. Pomerance also suggested using credit cards to verify a person’s identity while charging them a nominal fee of $1.00. The challenge with postcards is the uncertainty in the required staff levels needed to manage such a system and the security risk related to postcard disposal/misuse. The maintenance of credit card information is governed by strict regulations. This would add an additional level of complication to the system and require the city to pay credit card processing fees for each transaction. There have been several questions asked about the system. The following is an attempt to provide answers to these questions: Item 7A - Update regarding Online Petitioning Page 5 Q. Why did the city not accept MapLight’s free offer? A. With a new system such as this, staff believed that it was important to proceed with a RFP to better understand what might be available. Staff also was concerned about customer service and respondents’ abilities to address any security related issues after implementation. MapLight’s RFP response was similar in price to Runbeck’s. MapLight subsequently offered a free product that would not have met the RFP requirements. It would be highly unusual to allow a disappointed participant to rewrite the RFP requirements after conclusion of the process. Staff asked for comments on the RFP. MapLight did not provide any. Q. Why did the city not require open source software in the RFP? A. Staff’s primary concern was in the system being implemented, not in how others might be able to benefit from the software. Q. The State of Arizona has a system for signing candidate petitions. Why did the city not acquire that system? A. Arizona developed its system in-house. They have not offered to sell the system. Q. Why has staff not accepted MapLight’s most recent offer for a free system? A. MapLight participated in the RFP process. It would be highly unusual to allow an unsuccessful participant to make an offer that would essentially rewrite the RFP. This would undermine the procurement process and encourage future vendors to wait until after the process is completed to make a best offer. Item 7A - Update regarding Online Petitioning Page 6 Item 8B - Council Agenda Committee Time Change – Page 1 CITY OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: March 3, 2020 AGENDA TITLE Council Agenda Committee Time Change PRESENTER/S Jane S. Brautigam, City Manager Tanya Ange, Deputy City Manager Alyssa Dinberg, Management Analyst The purpose of this memo is to summarize and follow-up on the request from City Council to explore changing the Council Agenda Committee (CAC) meeting time. Part of this exploration would be to survey staff who frequently attend CAC. On February 10, 2020, a survey was sent to department directors and staff most impacted by a meeting time change. Staff were not asked to provide feedback on keeping current meeting time versus the proposed times. They were surveyed the following questions: 1. Please rate these times in order of preference. Note that regardless of the time chosen, meetings will be held to one hour. a. Mondays at 4:30 PM b. Mondays at 5:00 PM c. Mondays at 5:30 PM 2. Will changing the time of CAC impact your workflow and staff’s availability to attend? If so, please explain. SUMMARY OF RESULTS FROM STAFF SURVEY Question 1: Item 8B - Council Agenda Committee Time Change – Page 2 o Mondays at 4:30 PM – 100% of survey participants chose this as the first- choice option. o Mondays at 5:00 PM – 96.7% of survey participants chose this as the second-choice option. o Mondays at 5:30 PM – 3.3% of survey participants chose this as the third- choice option Question 2 (themes): o Personal commitments, including but not limited to: Childcare needs, extracurricular activities and family-work balance o Impacts to workflow including: Reduction of time to adjust presentations and prepare responses to Council questions by one half With less time between CAC and Council, staff may have more evening hours preparing for the meeting o Other city business o Transportation Advisory Board (TAB) is on Mondays once a month, and having CAC late on Monday afternoon may impact preparation for TAB. o Could infringe upon Monday advisory board meeting preparation (Parks and Recreation Advisory Board, Open Space Board of Trustees, others?). Should Council choose to change the CAC meeting time, it is staff’s recommendation to begin implementation starting on the first day of CAC rotation 3 which is April 13, 2020. INFORMATION ITEM MEMORANDUM To: Mayor and Members of Council From: Jane S. Brautigam, City Manager Mary Ann Weideman, Interim Director of Public Works Michael Eubank, Project Manager, Office of Special Events Date: February 27, 2020 Subject: Information Item: Update on the 2020 Colorado Classic Women’s Pro Cycling Road Race EXECUTIVE SUMMARY Per City Council request, this memorandum serves as an update to the December 3, 2019 City Council meeting in regard to a pending special event application for the 2020 Colorado Classic Women’s Pro Cycling Road Race and the request for city sponsorship. The Office of Special Events recommended city in-kind support up to $25,000 with a formal request to the Boulder Convention and Visitors Bureau for consideration of an additional $10,000 in local lodging for a total $35,000 Boulder Stage Bid Package. The Bid for hosting a stage in Boulder would also be contingent on Boulder County review of the proposed route and City of Boulder review of the proposed Start/Finish venue and proposed route within the City Limits. City Council requested an update prior to any public announcement or final agreement with the event organizer. BOULDER STAGE PROPOSAL UPDATE Proposed City Stage Cost As a potential host city for the 2020 Colorado Classic Saturday Stage Race, the City of Boulder will provide a support package for specific city services and invoices not exceeding $33,000.00. Any and all additional costs and expenses exceeding this amount will be the sole responsibility of the event organizer. Boulder Convention and Visitors Bureau Staff met with the Boulder Convention and Visitors Bureau to request financial support for local lodging expenses up to $10,000. The Visitor Bureau Executive Committee unfortunately did not have available funds for financial support and respectfully declined the request for funding the 80 local room nights. However, the Convention and Visitors Bureau did offer to assist in marketing the iconic Women’s Pro Cycling Road Race and Boulder Stage. Local Lodging Staff identified local lodging options with the Millennium Hotel to include in the Boulder Stage Bid for the requested 80 room nights totaling $7,920.00. Providing local lodging to promote Boulder businesses and restaurants is an important component for economic impact as well as encouraging more community interaction with the teams and athletes. The anticipated cost of lodging can be paid from the existing 2020 Special Events budget. Proposed Start/Finish Venue The proposed start/finish venue is Stazio Softball Fields located at 2445 Stazio Dr. in East Boulder. This location will minimize traffic impacts in key areas, corridors and the business districts but is also easily accessible by bike, the anticipated transportation option for most local spectators. Proposed Race Route in the City Limits The proposed race route will have minimal city street impact as the participants will leave and return to Stazio Fields while primarily staying north of the City in Boulder County. Example Route Map leaving and re-entering the City Limits from Stazio Fields Next Steps If you have any questions or concerns in regard to this proposal, please contact Mike Eubank at 303-413-7226 by March 6. The anticipated press release from the event organizer is expected to occur during the week of March 9, but will not include specific venue or route details. CITY OF BOULDER BOULDER, COLORADO BOARDS AND COMMISSIONS MEETING MINUTES Name of Board/ Commission: Boulder Arts Commission Date of Meeting: November 20, 2019 at the Main Boulder Public Library, 1001 Arapahoe Ave. Contact information preparing summary: Celia Seaton, 303-441-3206 Commission members present: Mark Villarreal, Kathleen McCormick, Erica Joos, Devin Hughes Commission members absent: Bruce Borowsky Library staff present: Matt Chasansky, Office of Arts & Culture Manager Lauren Click, Coordinator, Grants Mary Haan, Coordinator, Programs for Artists Mandy Vink, Coordinator, Public Art David Farnan, Director Celia Seaton, Administrative Specialist City staff present: None Members of the public present: David Dadone (BMoCA), Theresa McGriff, Richard Allegra, Madalene (Phoenix Asylum), Stephanie Swartz, and Amanda Berg Wilson (The Catamounts) Type of Meeting: Regular Agenda Item 1: Call to order and approval of agenda [0:00:18 Audio min.] The meeting was called to order. Villarreal asked the group for any addendums or changes to the agenda. Being none, there was a nod of approval for the existing agenda. Agenda Item 2: Review of Minutes [0:00:41 Audio min.] Item 2A, Approval/Review of October 2019 Retreat Meeting Minutes Villarreal asked the commission for changes or addendums regarding these minutes. McCormick suggested a clarification noting the start time of the retreat meeting. Villarreal relayed two phrasing requests. McCormick made a motion to approve the minutes as amended; Joos seconded. All were in favor and the motion passed unanimously. Agenda Item 3: Public comment [0.03.00 Audio min.] Dadone read from a letter he presented to City Council on November 19th and distributed a visual indicating potential Boulder Museum of Contemporary Art (BMoCA) expansion. Letter concerned outreach and programming enhancements that necessitate space beyond the current BMoCA building and proposed community/coworking /gallery space in the building nearby (see handouts for images). He asked commission to advocate to council for this “best use of the space” that “advances the arts.” McCormick serves on the BMoCA board and is “happy” to support. Villarreal recommended the arts community unite in a lobbying group for consistent representation at council to effect change. Villarreal will relay a copy of the annual letter to City Council to Dadone. Farnan: cited building not currently available for sale; possibility within the next three years and after the Facilities and Asset Management Master Plan. Farnan also clarified that ballot measure 2M referenced by Dadone was for BMoCA’s renovation, not expansion. Berg Wilson expressed appreciation to the commission for their service. She referenced the $250,000 which seems “primed” to assist in funding the larger organizations/facilities. She understands the reasoning of making sure these groups are sustainable. She reported cost for The Catamounts leasing space at The Dairy as rising 55% in 8 years (understanding that The Dairy must also keep their pricing in line of sustainability for itself). Catamounts can only increase their ticket prices by so much to absorb that 6% a year increase for overhead. While unsure of the solution, she beseeched commission to look into possibilities. Villarreal highlighted mention of opportunity zones in the commission’s annual letter to council, which may provide financial relief to artists trying to acquire studio space. Madalene’s nonprofit provides studio space for local crafters/makers – excited about the talk of opportunity zones, interested in future engagement. Agenda Item 4: Public Art Program [0.22.53 Audio min.] A. DISCUSSION: Site of the Sculpture donated by Mark Addison Vink presented on the current (raised bed at 15th & Pearl) and approved future site (16th & Pearl) of Strength from Within by Melanie Yazzie. The permanent location has been reviewed and approved already by Transportation, Community Vitality, and the community (with permitting underway). Donor Addison’s email (see packet) has stimulated the discussion around retaining the sculpture in its current spot. If kept on the raised bed, the site would be removed from opportunity for ongoing temporary works. Additional considerations include an entirely new permitting application and review process as well as review and approval by Forestry, Community Vitality, Parks and Recreation, and the community at large. Planned permanent location budget cost $6,725.48 vs. $8,100.98 if kept in the temporary space. Chasansky relayed some of Addison’s comments (plantings surrounding current site add interest, more pedestrian traffic in this site, moving it again might cause damage to the piece, the other site reminds him of “plop art,” it wouldn’t belong). Villarreal: “Plop art is anything that was made off site and placed it a location. It’s plop art now where it is.” Noting retreat discussion concerning deliberation over already-decided items, he recalled commission intention to address the perceived dearth of public art toward the east end of Pearl (where this piece would be permanently situated). McCormick: “All the stimulus in the background” of current site can distract from the “beautiful cut-out work” as opposed to the permanent site against a building. Hughes agreed with the original decision. McCormick noted the potential additional costs and delay in schedule that a new permitting path would necessitate, which goes against the donor’s prior encouragement to get the piece set in a location as soon as possible. All commissioners were in accord with the original decision made. All expressed appreciation to Addison for his donation. Agenda Item 5: Grant Program [0.32.53 Audio min.] A. ACTION: Right Relationship Boulder, Celebrate Boulder’s Native Peoples, $10,000 Villarreal felt the report was straightforward. McCormick noted the 400-800 in attendance, she was at the Boulder High event and appreciated the large crowd. Joos noted that funding came from a relationship with the HRC, emphasizing to council that the Arts Commission is collaborating and forging relationships, not siloing itself – “real investment in this.” Villarreal agreed – Museum of Boulder and The Dairy “collaborated extensively.” Joos moved that the Right Relationship Boulder grant report be approved. McCormick seconded, and all were in favor. B. ACTION: Funding Structure of the 2020 Grants Cycle See packet for options for the 2020 grant cycle funding structure. Regarding funding structure of the “new” $250,000, staff recommend distributing funds across extra-large and large 2019 GOS applicants with scores above the threshold. Discussion of other options including distributing funds across all GOS category applicants with scores that met threshold, and fully funding extra-large and large 2019 GOS applicants with scores above threshold. Joos’s first thought is to expand beyond the extra-large and large. She also does not like partially funding a group. McCormick recalled council desire to fund large/extra- large facility-based orgs. Farnan noted that there was no discussion at the council budget meeting about this. Hughes wondered if there was less of a “directive” with this ongoing funding. Farnan’s understanding was that it was a continuation of their previous charge. Villarreal wants to “honor the [commission] narrative,” including larger-budgeted groups without requiring facility ownership. Hughes: “Not democratic” to only award the “top earners” – “more buy-in… if we could disburse to as many organizations as possible.” Villarreal: “Big mistake. We were transparent with council last year that we wanted the $250,000 to be based on budget size and not restricted by ownership of a facility.” Hughes disapproves only funding top level, a “trend in this country” that Boulder values can go against. McCormick suggested compromise of fully funding the two groups which have facilities and then providing a percentage to others. As commission appeared split, Farnan plans to consult with CMO; commission will be tasked with a vote in December. Villarreal tabled the discussion until then. Regarding Equity Grant, staff recommend dedicating to Indigenous Peoples + Climate Change Fellowship. Learning from indigenous peoples’ relationship to the land can assist with climate change initiative. Other ideas: training, equity fellowship for individual artists. Chasansky: deference to the tribal leadership for artist selection would be necessary. McCormick wondered about the impact of not funding Indigenous People’s Day. Chasansky noted that leadership from Indigenous People’s Day “missed” the money that was not given in this past cycle. Joos doesn’t favor equity fellowship for individuals as this would “pit” artists against each other. Villarreal, Joos, and Hughes agreed with staff recommendation. McCormick “needs to wrap her head around it.” Staff will come back with structure. Villarreal moved that the $10,000 equity grant funds be dedicated to Indigenous Peoples Day + Climate Change Fellowship as a work in progress with details and information to be decided later. Hughes seconded and all were in favor. The commission took a short break at this time. C. ACTION: 2020 Grants Panel Nominees: Jasmine Baetz, Sarah Braverman, Katharine Reece, Cynthia Sliker, and Belgin Yucelin Joos moved that Katharine Reece, Cynthia Sliker, Belgin Yucelin, Jasmine Baetz be appointed to the 2020 Boulder Arts Commission grant panel. Hughes seconded and the motion was unanimously approved. D. DISCUSSION: Update on Equity Fund, Martin Luther King, Jr. Day Awards – “great collaboration” with HRC per Hughes. E. DISCUSSION AND ACTION: Disposition of Unspent 2019 Grant Funds and Martin Luther King, Jr. Day grant request from the Second Baptist Church Click noted $6,243.34 in unspent 2019 funds. Staff recommend $500 for the MLK Jr. Day program/HRC partnership, with the remainder ($5,743.34) going to 2020 Rental Assistance Funds. Villarreal moved that $6,243.34 be dedicated as such: $500 for the MLK Jr. Day program/HRC partnership, with the remainder ($5,743.34) going to 2020 Rental Assistance Funds. Hughes seconded and approval was unanimous. Staff noted upcoming events: 2020 Grant Info Sessions for Applicants on 12/11/19 and Commission/Panel Grants training on 1/21/20. Agenda Item 6: Matters from Commissioners [1.37.09 Audio min.] A. Annual Priorities Letter to City Council – Villarreal had provided a draft for discussion (see packet) – Addendums to the letter are permissible. Villarreal emphasized “opportunity zone” discussion. Hughes suggested mention of incentivizing diversity among arts organizations. Joos noted commission’s intentional desire for inclusivity with “less of a Eurocentric lens over arts and culture than perhaps in the past,” (e.g., removal of the artistic excellence criteria). Joos: Commission funds culture, not relegated to a museum (e.g., funding Indigenous Peoples Day). Villarreal made a motion to approve the letter pending amendments as discussed, with continued drafting of final copy (with one-on-one emails), with the final draft to be received by Seaton by the clerk’s due date of 12/13/19. B. First discussion of historical data on community funding – Villarreal tabled this discussion until the December meeting. Agenda Item 7: Matters from Staff [1.54.33 Audio min.] A. DISCUSSION: Questions About the Manager’s Memo - Chasansky welcomed questions by email. B. 2020 Work Plan – (see handouts). Staff presented an overall view in the realms of Public Art (e.g., Public Art Social), grants and support for cultural organizations (e.g., hosting quarterly cultural organization summits), support for artists and creative professionals (e.g., Dance Bridge and Dance Showcase), creative economy and the NoBo Art District (e.g., office relocation sponsorship), Creative Neighborhoods (e.g., East Boulder Subcommunity Commissioner Villarreal approved these minutes on February 19, 2020; and Celia Seaton attested to it. Plan), and civic dialog/Boulder Arts Week (e.g., Climate Change Initiative). Venues (CCS tax) and programs for youth (such as sponsorship of the Open Studios High School Program) were also discussed. The Office of Arts and Culture has partnered with the Climate Initiatives Department to address the urgent situation facing the world. Chasansky presented a diagram featuring culture/arts as an integral component along with equity and resilience when considering the change necessary in land use, resources, financial systems, ecosystems and energy. Agenda Item 10: Adjournment [2.31.25 Audio min.] There being no further business to come before the commission at this time, the meeting was adjourned. Date, time, and location of next meeting: The next Boulder Arts Commission meeting will be at 6 p.m. on Wednesday, December 18, 2019, in the Boulder Creek Room at the Main Library, 1001 Arapahoe Ave., Boulder, CO 80302. CITY OF BOULDER BOULDER, COLORADO BOARDS AND COMMISSIONS MEETING MINUTES Name of Board/ Commission: Boulder Arts Commission Date of Meeting: December 18, 2019 at the Main Boulder Public Library, 1001 Arapahoe Ave. Contact information preparing summary: Celia Seaton, 303-441-3206 Commission members present: Mark Villarreal, Kathleen McCormick, Erica Joos, Bruce Borowsky (Joos arrived at 6:10, left at 8:05 PM), Devin Hughes (Hughes arrived at 6:15 PM) note: Meeting began at 6:00 PM. Commission members absent: None. Library staff present: Matt Chasansky, Office of Arts & Culture Manager Lauren Click, Coordinator, Grants Mary Haan, Coordinator, Programs for Artists Mandy Vink, Coordinator, Public Art David Farnan, Director Celia Seaton, Administrative Specialist City staff present: None Members of the public present: Jessie Friedman, Jules Levinson, Rick Dallago, Gwen Burak, Maria Pacca. Type of Meeting: Regular Agenda Item 1: Call to order and approval of agenda [0:00:05 Audio min.] The meeting was called to order. As Joos and Hughes were not yet present, the review of the minutes will follow public comment. McCormick moved to approve the agenda as amended, Villarreal seconded, and the motion carried unanimously. Agenda Item 2: Public comment [0.01.59 Audio min.] Executive Director of the Jaipur Literature Festival (JLF), Jessie Friedman, expressed appreciation for commission’s “arduous” work and discussed new funding ($250,000). She spoke to the “unfortunate outcomes” last spring when several larger organizations who met the threshold failed to garner funding (including Chautauqua, Boulder Ballet, and her own). “Absurd and lamentable” for these groups to not be city-funded. Concerned that commission distribute the funds in a “manner” along with council’s intent (largest organizations in need of support). “Specific purpose” that should be “respected, honored and fulfilled.” Levinson (also associated with JLF) spoke next. “Spreading the money around … was absent from the process last spring.” “Notion of equitable action that evening was based on …distorted… and erroneous” report of JLF receiving an “unfair share of funding.” City’s funding for JLF only 1/3 of that reported, so the “notion that JLF received more than their fair share of funding is false.” Acknowledged commission’s “agonizing” task making funding decisions. Advised commission act “careful and cognizant in conversations and attempts to be equitable and democratic” and distribute the funds in accordance with council’s intent. Agenda Item 3: Review of Minutes [0:12:11 Audio min.] Item 3A, Approval/Review of November 2019 Meeting Minutes Villarreal asked the commission for changes or addendums regarding these minutes. Villarreal and McCormick both requested a summarizing statement that commission was in accord with the original decision made for the Yazzie sculpture donation location. McCormick moved to approve the November minutes as amended, Hughes seconded, and the motion was unanimously approved. Agenda Item 4: Grant Program [0.14.15 Audio min.] A. ACTION: Funding structure of the 2020 grants cycle – Farnan clarified that if commission prefers an option other than staff recommendation, consultation with City Council will be required for “permission to not use [the funding] in the way it was intended.” Chasansky clarified council-approved directive for the 2020 budget: targeting these monies to facilities-based cultural organizations, thus “closing the gap of inadequate government grant funding for the city’s largest cultural destinations.” Borowsky reported how his conversations with council members fortified his sense that commission process should align with the above directive. Borowsky made a motion for the staff recommended distribution of funds across extra-large and large 2019 GOS applicants with scores above the threshold. Other options discussed: fully funding extra-large and large 2019 GOS applicants with scores above the threshold and distributing funds across all GOS category applicants, with scores above the threshold. Villarreal queried where the extra $10,000 would come from if fully funding. Click noted the grants that have not yet opened for application (e.g., cultural field trip funds, equity fund, second round of rental assistance fund). However, relevant informational sessions on these grants have occurred. The idea of modifying already-published funding opportunities “leaves a bad taste in [Villarreal’s] mouth.” Joos and McCormick agreed. McCormick aligned with staff recommendation. Joos: “we are beholden to council to use the funds for what they were intended,” speaking to commission “integrity.” She noted importance of continuing to champion the smaller organizations. For the decision process, staff recommended letting 2019 scores stand (though applicants may submit a statement clarifying any updates or changes to 2019 application) as opposed to going through the full application process again. McCormick favored the staff recommendation – “these groups have already qualified.” Villarreal: as this is just for 2 years and not 3, unfair to run applicants through the whole process again. Borowsky agreed. Discussion of this being determined as a 1 or 2-year commitment. Chasansky discussed inherent issues in granting multi-year funding within a city budget that is redetermined annually. McCormick noted that language could be included clarifying that the monies fall dependent on the city budget accommodating this funding. Villarreal, Borowsky, and McCormick agreed on 2-year duration. Joos wondered about future possibility of repurposing money to include smaller organizations. Historically, Farnan explained, identified needs are responded to incrementally. As the Cultural Plan calls for more funding, commission is likely to request further funding from council. Joos feels strongly that this conversation was initiated by large organizations who were also facilities because they could offer better services for smaller groups (“trickle-down effect”). She sees a shift to addressing the gap of funding for larger groups, which is a different thing – smaller groups also have a funding gap. Joos beseeched commission be open to further conversation down the road (as she views current “heavy weighting” toward large and extra-large when all sizes are underfunded). Hughes, Borowsky, and McCormick agreed. Chasansky reminded commission that the funds granted in 2015 amounted to $250,000 total – now grown to 2020’s $925,000 overall ($748,000 of that in general operating support). Borowsky moved that, in 2020, the $250,000 in grant funds be dedicated to distributing funds across extra-large and large 2019 GOS applicants with scores above the score threshold set by the Boulder Arts Commission. Scores from 2019 stand; applicants may submit a statement clarifying any updates or changes to their 2019 application. McCormick seconded. Villarreal made a friendly amendment to adjust the time period from 2020 to 2020-2021. The motion was approved 3-2, with Hughes and Joos in dissent. Commission and Panel Grants Training set for January 21st at the Boulder Public Library. Break taken, wherein commissioners viewed the newly installed mural art in the reconstructed Main Library bathrooms – the first fully-realized project stemming from the Percent for Art program. Agenda Item 5: Matters from Commissioners [0.58.59 Audio min.] A. Final discussion of the letter to City Council – gracious extension to get this to City Clerk by December 19th. Group discussed suggested adjustments to the draft in the packet with Chasansky capturing changes. Villarreal will incorporate edits and relay to Seaton by tomorrow, December 18th. McCormick made a motion to approve the letter as redrafted in the meeting. Villarreal seconded, and the motion was unanimously approved. B. Discussion of historical data on community funding – Villarreal noted that staff’s findings disproved his sense that dance was underfunded (graph in packet). He provided a monetary breakdown of the historical funding for various organizations (see handouts). Borowsky: year-by-year comparisons may assist with future discussion (e.g., one year, music is most funded - the next, visual art). Group concurred that “catch-up” funding is not needed for any single disadvantaged group. Commissioner Villarreal approved these minutes on February 19, 2020; and Celia Seaton attested to it. C. Proposed letter of support for Los Seis de Boulder – Villarreal discussed this advocacy for a permanent sculpture at 28th and Arapahoe where Colorado Department of Transportation (CDOT) has the right-of-way. Villarreal distilled a few points for the letter. 1)This was originally a project awarded by Arts Commission as a grant recipient, backed up by commission letter of support to make the sculpture permanent on the CU campus. 2)Project provides needed alternative history of Boulder that is overlooked. 3)Commission recommends to CDOT that this would be a worthwhile project. Hughes made a motion to endorse the Los Seis CDOT project via a letter of support. Seconded by McCormick, all were in favor; the motion passed unanimously. Agenda Item 6: Matters from Staff [2.09.47 Audio min.] A. DISCUSSION: Questions About the Manager’s Memo - Chasansky welcomed questions by email. B. January 2020 meeting – Chasansky proposed that the regular January 2020 meeting be replaced by a “meet and greet” session (“The Year Ahead”) mingling commissioners with local artists and organizations. Informal interaction with the arts community that won’t be gathered through official presentations in the upcoming grant cycles. Opportune timing as no grant deadlines occur in January. Borowsky noted this opportunity as “good for public relations in the community.” Villarreal made a motion to replace the regular January meeting in favor of this gathering. McCormick seconded; all were in favor and the motion passed unanimously. Agenda Item 7: Adjournment [2.16.11 Audio min.] There being no further business to come before the commission at this time, the meeting was adjourned. Date, time, and location of next meeting: The next Boulder Arts Commission meeting will be replaced by an event (“The Year Ahead”) at 6 p.m. on Wednesday, January 15, 2020, at Bohemian Biergarten, 2017 13th St, Boulder, CO 80302. CITY OF BOULDER, COLORADO BOARDS AND COMMISSIONS MEETING MINUTES Name of Board/ Commission: Water Resources Advisory Board Date of Meeting: 27 January 2020 Contact Information for Person Preparing Minutes: Karen Sheridan, 303-441-3208 Board Members Present: Kate Ryan, Kirk Vincent, Trisha Oeth, Gordon McCurry Board Members Absent: Ted Rose Staff Present: Joe Taddeucci, Director of Public Works for Utilities Douglas Sullivan, Principal Utilities Engineer Cole Sigmon, Engineering Project Manager Ken Baird, Senior Financial Manager Josh Meck, Acting Utilities Maintenance Manager Kim Hutton, Acting Water Resources Manager Stephen Grooters, Engineering Manager Chris Olson, Civil Engineer Chris Douville, Wastewater Treatment Manager Tom Settle, Water Treatment Manager Candice Owen, Stormwater Program Supervisor Michelle Wind, Drinking Water Program Supervisor Molly Scarbrough, Senior Project Manager Cory Forrester, Application System Administrator/Asset Management Program Lead Lynn Yarmey, Project Manager Karen Sheridan, Board Secretary Agenda Item 1 -Call to Order [6:04 p.m.] Agenda Item 2-Approval of the 16 December 2019 Meeting Minutes Approved as presented Moved by: Vincent Seconded by: McCurry Vote: 4:0; Oeth Abstained Agenda Item 3 -Public Participation and Comment Public Comment: No public comment was made Agenda Item 4-2019 Utilities Year in Review Kate Dunlap, Source Water Program Coordinator, presented this item. EXECUTIVE SUMMARY: [6:05 p.m.] [6:05 p.m.] [6:06 p.m.] This memo is intended to provide WRAB with a broad overview of Utilities' accomplishments and challenges in 2019, including highlights of major infrastructure and policy initiatives. It also outlines significant work efforts anticipated for 2020. While WRAB is primarily responsible for making recommendations regarding the capital improvement program and significant policy issues, information about day-to-day operations, maintenance, construction and administration may provide relevant context to inform those decisions. WRAB Board Discussion Included: •Acknowledgement of staff work on programs and memo. Recognition of achievements in areas including hydropower, the water distribution system, and record-low nitrogen discharges at the WRRF. Additionally, the Betasso CIP was recognized with an excellence award, and Water Quality samplings are very proactive in testing for many different anolytes. •Question about Mile High Flood District. Explanation that it is the renamed Urban Drainage and Flood Control District. •Comment that city purchased 712 Pleasant A venue, to get it out of harm's way. It is one of over 400 dwellings in a high hazard zone, ranking high on that list. Will be deconstructed this summer. •Interest expressed in Tracer Study. Report that the majority of work done in-house by staff because of expertise and cost savings. A much more thorough analysis done, testing disinfectant basins as well as different ways that water flows through the plant, providing greater understanding about how to disinfect water during times of emergency or planned outages. Work was done in partnership with the Colorado Department of Public Health and Environment. A way was found to use sodium chloride instead of lithium chloride, equating to cost savings. •Question whether the decrease in revenue is problematic in the short term or long term. Report that these trends do have an effect and budget and rate structure will be presented at an upcoming meeting prior to May. •Regarding concern over E. coli, request that signage be considered in areas where people are recreating along the creek. •Report that board member attended a meeting of the Keep it Clean Group, comprised of the 5 major municipal water districts in the county. This group is well aware of the E. coli problem, and reports that it is not unique to Boulder. •Question about Greenbelt Meadows stormwater collection system and what effect the draining system had on the mosquito populations. •Question about Knollwood Annex regarding how much of the water utility system expansion into this development is paid by the development versus the non-new development portion of the city. Agenda Item 5-Progress on Development of a Utilities Division-wide [6:37 p.m.] Asset Management Program Lynn Yarmey, Project Manager, Cory Forrester, Application System Administrator/Asset Management Program Lead and presented this item. EXECUTIVE SUMMARY: This Information Item shares updates on the implementation of Beehive asset management software program and the development of a more comprehensive Asset Management Program across the Utilities Division. The implementation of Beehive software as a platform for asset management has benefitted the Division with improved data, standardized processes, and systematic approaches and tools for work planning. This work will be further leveraged to facilitate operational decisions at the workgroup level and for improved analysis and collaboration across workgroups and assets within the Utility. Connections to other city departments will offer further opportunities moving forward. The purpose of this item is to share updates on the Utilities component of the Public-Works wide Asset Management Program (AMP) development, including implementation of the Beehive asset management software tool, and to provide WRAB members an opportunity to ask questions or request additional information. WRAB Board Discussion Included: •Question if any Beehive data is public facing. •Question about the role of Beehive in the CIP update. Agenda Item 6-Matters from Board [7:01 p.m.] •Board Member McCurry reported on recent articles about E. coli. One of the reasons why E. coli delineations were expanded had to do with how the CDPHE had changed their definitions. Discussion that methodology has changed and could be discussed further at a future meeting if requested. Agenda Item 7 -Matters from Staff [7:03 p.m.] •Council had a study session summarizing all board letters. Council member summarized WRAB letter well, editorializing. Council really connected with the priorities that WRAB laid out. Acknowledgement and thanks to Board Members Oeth and Rose for their work on the letter. •SBC Process Subcommittee met and had good conversation about process and schedule, ramping up for a February study session. -Hoping to get feedback from council, trying to get final definition on the concept that willmove forward.-There has been some activity on annexation discussion from CU.-February study session should be focused on the work Utilities is doing, conceptual design,and flood modeling.-University has formalized their position; they are refining their view on their plan to dohousing there. This will be a second part of the February study session.-Concept design report will be an attachment to the study session materials to council. Thisshould be available to council on Feb 12 for Feb 25 council study session.•Discussion about the brief letter to editor naming a concern about the amount of time betweenUtilities bill receipt and payment due date. Explanation that city policy is still in line with whatother municipalities do, and the time frame noted in the letter was not altered with other policyupdates.•Report that link to the CU Annexation web page was sent to board prior to meeting andcontains documents the university recently sent to the city.•Report that information was sent to board by Water Resource Manager concerning CU'sJanuary 31 Silver Lake watershed event.•Announcement that Me�han Wilson has been named Water Quality Mana�er. Agenda Item 7-Discussion of Future Schedule [7:14 p.m.] •February: Drought Plan Update; Water Resources Recovery Facility Update; South BoulderCreek Flood Mitigation Project (SBC) "Matters" Update.•March: Comprehensive Flood and Storm water Utility Master Plan (CFS) Update; SBC"Matters" Update•April: Water Supply Update; Budget, Revenue, Trends; SBC Action Item•End ofYear: CUNiwot Rid�e Research [7:18 p.m.] Agenda Item 8 - Adjournment Motion to adjourn by: Oeth Seconded by: McCurry Motion Passes 4:0 Date, Time, and Location of Next Meeting: The next WRAB meeting will be Monday, February 24, 2020 at 6:00 p.m., at the City's Municipal Services Center. 5050 Pearl St .• Boulder. CO 80301 APPROVED BY: Board Chair: \/\A �. Date: 2/ 20 I 1--0 ATTESTED BY: Board Secretary: �� Date: /J I Jc/ 0 JI Jo An audio recording of the full meeti.ng for which these minutes are a summary is available on the Water Resources Advisory Board web page. https://bouldercolorado.gov/boards-commissions/water-resources-advisory-board-next-meeting-agenda-and-packet February 24, 2020 Dear City Council Members, Here is some important information about a recent report on Circular Economy and the new restroom in the Civic Area. Circular economy report released As part of the city’s Climate Mobilization Action Plan (CMAP), the city worked with sustainability consultant Metabolic to develop a holistic picture of materials being consumed, transformed and wasted in Boulder. This study has helped the city more deeply understand the current material flows, identify opportunities for creating less waste, and find more ways to close the recycling loop locally. The report and the vision it lays out, also draws on feedback from stakeholder and community input. You will find hard copy versions of this report in council mailboxes. Takeaways of the report include: Waste is a small part of our greenhouse gas inventory as currently measured; however when looking at all the materials used and product consumption rather than just waste, emissions from that consumption are larger than all local sources of emissions (electricity + natural gas + gasoline fuel, etc.) put together. The largest contributors to these so-called “embodied” emissions are electronics, clothing and textiles, while packaging materials make up 28% of the city’s waste. The city will need to find new ways to measure its progress in creating a more circular Boulder, paying close attention to the fact that an estimated 58,000 people travel into Boulder every day for work. For more information on this report or the Circular Economy focus area of CMAP, please contact Kara Mertz, Sustainability Manager for Climate Initiatives, (303) 441-3153 or mertzk@bouldercolorado.gov. New Public Restroom Added to Boulder’s Civic Park Next week, Boulder Parks & Recreation (BPR) will open a new public restroom to serve the Civic Park and the Boulder Creek Path at the corner of 9th Street and Canyon Boulevard, on the west side of the Main Public Library. The addition of this public restroom was made possible in part by using the Phase One “Park at the Core” remaining capital dollars. Community members will recall that the first phase of Civic Improvements opened in 2017 and was funded by the first portion of 2A Community, Culture and Safety (CCS) Tax proceeds. The project also was aided, in part, by a gifted Tree House playground feature from the Wagner Family facilitated by The PLAY Boulder Foundation, the department’s local nonprofit fundraising partner. That gift offset funds for the project leaving just under $100,000 in unspent contingency funds. With council input, staff studied the highest and best use for these funds to benefit the community. The addition of a public restroom was identified as a priority and supported by council following staff’s issuance of a Heads Up and the “Provision of Public Restrooms in City of Boulder Urban Parks” Memorandum included in the Jan. 16, 2018, council packet. Like other city-owned and operated public restrooms located in Boulder’s urban parks, this new restroom facility will be open during peak operating hours. The year-round amenity is ADA- accessible and will provide facilities for both park visitors and individuals using the creek path. BPR staff will ensure routine servicing of the facility in accordance with the department’s current practices. Other public restrooms in and around Boulder’s Civic Area will remain in service and include portable toilets at the East Bookend and facilities located in the Boulder Main Library and the Municipal building (during regular hours of operation). Three new trees will be planted, and other landscape improvements will be completed this spring as temperatures begin to increase. Council members seeking more information on this project should contact Ali Rhodes, Director of Parks & Recreation, at 303-413-7249 or rhodesa@bouldercolorado.gov. Regards, Jane