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5 - Boulder Valley School District (BVSD) use of Education Excise Tax revenue in pursuit of LEED Gold certification for Case Middle School CI'T'Y OF BOULDER CITY COUNCIL AGENDA ITEM MEETING DATE: August 21, 2007 AGENDA TITLE: Consideration ol'a motion to approve a request by the Boulder Valley School District for use of Education Excise T'ax revenue in pursuit ofLERD Vold certification for the rebuild of Casey Middle School PRF,SENTF_.RS: Carl Castillo, Policy Advisor Jonathan Koehn, Environmental Affairs Manager Susan Richstone, Acting Long Range Planning ivlanager James Hewatt, Historic Preservation Planner EXECUI'1VE SUMMARY: On February 6,2007, City Council received an update about projects reyuested by the Boulder Valley School District ("BYSD") to be funded with the city's Education Excise Tax ("EET") revenue. Among them was a request for funding for the Leadership in Energy and Environmental Design ("L,1ED") certification of the rebuilding of Casey Middle School. Council directed staff to evaluate this request and bring it back for full consideration. City staff has met several times with BYSD staff to discuss the details of this request and to guide the development of a comprehensive written proposal (the "Proposal," Attachment A). This agenda item provides Council with the opportunity to formally consider the Proposal along with staffs evaluation of the same. Key Issue Identification: In 2006, a historic building survey of the Casey Middle School was conducted (Attachment B). The survey found that the 1924 portion of the building met the city's criteria for historic, architectural, and environmental significance and, therefore, was eligible for local designation as an individual historic landmark. The city did not landmark the building, however, in part because of a Memorandum of Understanding ("MOO") between the city and BYSll, last revised on March 8, 2005. In that MOO, the city agreed, among other things, to not landmark BYSD property without consent. In return, the city received BYSD's agreement to provide the city with alease/purchase option on property that it intends to sell. Members of the community have expressed concern about approving this funding request without assurances of preservation of the historically important 1924 portion of the school building. In that regard, it is important to note that, if Council approves the funding request for the Proposal, there would be no guarantee of the amount or quality of historic preservation that will occur with the Casey rebuild. As noted by BVSD on pages 12 and 13 of their Proposal (Attachment A), BVSD will be conducting a structural analysis of the existing building "to determine its suitability to be incorporated into the new design" and a Design Advisory Team will use that information to consider "the building's ability to meet the needs of students learning in the 21 s~ century; accessibility, historical significance, structural integrity, cost to rehabilitate and maintain the building and site utilization." However, if the funding request for the Proposal is approved, Council would be assured ofhaving city staff representation on the Casey Design Advisory Team. In light of that opportunity, staff would request that any approval offending be accompanied by Council guidance as to whether or not staff should use its role on the Design Advisory Team to actively promote and advocate for a LEED certified rehabilitation of the historic 1924 portion of the school in a manner consistent with Boulder Valley Comprehensive Plan historic preservation policies. STAFF RECOMMENDATION: Staftbelieves that this project is consistent with C:ouncil's approved policy guidelines for consideration of EET funding requests. Staff further believes that BVSD has proposed a project that could provide significant social and environmental benefits for the community. BVSD's inclusion of the city's Office of Environmental Affairs Manager, Jonathan Koehn, on the Casey Design Advisory Team could ensure that the project is consistent with the city's sustainability goals. Likewise, inclusion of city historic preservation planner, James Hewat, on the Design Advisory Team could increase the likelihood that historic preservation issues are properly explored. In order to achieve these goals, staff recommends that Council authorize the use of EET revenue in an amount not to exceed $1,800,000 in support of BVSD rebuilding the Casey Middle School to a LF,ED Uold certification level. Assuming this recommendation is approved, staff further recommends that Council: • Condition these funds upon the City Manager's receipt and assessment of information indicating that the work has been performed as described in the Proposal, and; • Direct staff to use its role on the Casey Design Advisory'I'eam to actively promote and advocate for a LBF,D certified rehabilitation of the historic 1924 portion of the Casey Middle School in a manner consistent with Boulder Valley Comprehensive Plan historic preservation policies. COUNCIL FILTER IMPACTS: • Economic: There are no known or quanii.fiable economic impacts to the proposed project other than the energy cost savings discussed immediately below. • Environmental: A study of30 green schools built during the period 2001 to 2006 in 10 states found that green schools use an average of 33 percent less energy and 32 percent less water than conventional schools. The results demonstrate that green schools can be more cost-effective despite the higher initial price tag. The report also summarizes research from other major studies showing the health and community benefits of green schools. Furthermore, the reuse and repair ofhistoric buildings can be inherently ~~reen. Preserving and rehabilitating rather than replacing historic buildings can reduce waste, raw material use, and conserve embodied energy. If the Proposal is approved, staffwill work with BVSD officials to identify the spectrum of sustainable options for Casey and to ensure that construction is aligned with city goals such as the Master Plan for Waste Reduction, water conservation goals, historic preservation, and the Climate Action Plan. BVSD has identified LE>?D Gold as a construction goal for this project. "The LEER Green Building Rating SystemTM is the nationally accepted benchmark for the design, construction, and operation ofhigh performance green buildings. LEED gives building owners and operators the tools they need to have an immediate and measurable impact on their buildings' performance. LEF,I~ promotes awhole-building approach to sustainability by recognizing performance in five key areas of human and environmental health: sustainable site development, water savings, energy efficiency, materials selection, and indoor environmental quality. As described in Attachment A in response to the city's Question #3, regarding "Baseline Improvements," BVSD noted that it is too early to commit to any specific LEED design elements or strategies. Those are decisions that will be left to the Design Advisory Team; a team that the city would have representation on. However, for purposes of allowing Council to understand what it would get for its money, BVSD has described LEED strategies that they would consider in the quest for Gold LEED certification that would not be possibilc without the EET funding. The potential benefits of those strategies are described in Attachment A, in response to the city's Questions 5 & 6, regarding "Environmental Benefits." • Social: As described in page 8 of the Proposal, LEED certification of schools has been correlated with improved student performance, decreased student absenteeism and teacher turnover, and overall positive health impacts. As such, LEED certification of the Casey Middle School could provide significant educational and health benefits to the students and employees of this school. "The make-up of Casey Middle School is 55 percent non-Caucasian and serves 56 percent lower income households. Consequently, the proposed improvements could expose a greater range of the Boulder community to green building practices. To the extent that historic preservation is ;Eizrthercd by this project, it would also further city goals. The city's Historic Preservation Ordinance was adopted to "...promote tourist trade and interest, and foster knowledge ofthe city's living heritage." 9-11-1 (a), B.R.C., 1981. That ordinance identifies the preservation ofthe city's historically significant buildings as an integral part ofthe overall city character and Boulder's community identity. OTHER IMPACTS: • Fiscal: BYSD is requesting EET revenue in an amount not to exceed $1,800,000. The balance ofthe EE1' fund as of June 19,2007 was $3,560,723. `T`his amount does not include the $300,000 that has already been appropriated, but not yet disbursed, to fund field lights for Boulder and Fairview High Schools. • Staff Time: In addition to the staff time already required to evaluate this request, approval of the Proposal will require additional staff time from the Office of Environmental Affairs and Planning and Development Services to allow for staff participation in BYSD's Design Advisory Team for the Casey Middle School. BOARD AND COMMISSION FEEDBACK: On October 4, 2006, the Landmarks Preservation Advisory Board sent a letter to the City Council (Attachment C) requesting that it ask the Boulder Valley School District to investigate the possibility of incorporating portions ofthe historic school into any new construction, rather than allowing summary demolition, as is indicated in BYSD's Facility Master Plan. These options included the preservation of selected sections ofthe original 1924 school, with or without the retention of some interior portions ofthe building. The Board's request was based upon its opinion that the 1924 portion of the school was eligible for designation as an individual historic landmark, and that the re-use of buildings is inherently sustainable. On January 22,2007, following receipt ofthe lF.'I funding request from BYSD, the preliminary proposal was reviewed by Council's School Issues Committee. The Committee did not make a recommendation on the request itself but instead recommended that the following information be evaluated: (1) a description ofBYSD's energy strategy in general; (2) a description ofthe green feahires already committed to for the Casey re-build as part of the bond measure; (3) information on how the additional green features that would be financed by the EET revenue could be tied into the educational experience of future Casey students; (4) a list of other Boulder school projects that will be part ofthe bond, and; (5) information on other green schools that have been built in Colorado. All ofthis information has been provided by BYSD in the Proposal. PUIiLI(' FEEDBACK: Council has received public correspondence on this issue from Historic Boulder (e-mail dated April 2, 2007, Attachment D) and Plan-Boulder County (letter dated May 21, 2007, Attachment E). Both organizations expressed concern that approval of EET funding for this proposal could inadvertently encourage the demolition of the historically significant 1924 portion of the school building. ANALYSIS: Background on the EET T'he balance in the city's fsET account as ofJune 19,2007 was $3,560,723. This amount does not include the $300,000 that has already been appropriated, but not yet disbursed, to fiord field lights for Boulder and Pailview High Schools. 'T'his revenue can be spent without limitation according to the express language of the 1994 ballot measure that authorized the tax. The implementing ordinance for the tax, however, contains nonbinding ]egisiative intent language on how the revenue is to be used and states that it is to be appropriated for "educational related purposes, including, without limitation, development of public educational facilities and services or tax refunds or setoffs relating thereto." [B.R.C. Section 3-l 1-1, Adopted Apri14, 1995] Furthermore, on July 10, 2007, City Council approved the following policy guidelines for future use of 1~ducation Excise Tax revenues: 1. EET revenues shall be used only for one-time capital and non- capital expenditures to the extent permitted by state law. 2. EET revenues may be used to: • help, fund facilities needed to serve new growth • improve or renovate existingfacilities • erzluznee the viability ofexistingfacilities, including 1'eC'I•CCltl011C11 /CIL'111t1L's 3• ~`rrln~lfil'cil! ilrftl'fS~1.~Lcl-`=,}`~c~»Iled i» a manner chat sllpl~ol•ts both Bouf~l~zitr{if~~lt~~~'e~h~(f~l(l~~>~i 1'iffffif~.4zl~~l Citt~ q/Boulder neccls and objectives. An ~~'u1 f 54filPlrrcf.~'Es~fl~c>r ' ' ii:~.P1Af>l ohjec•tivcs sholllcl he ir~i~rnlecl by 1'elGf>~''et4F)ti~l tjlk~h'ft/~IrF.yf1111N~unity slrstailnlhility goals. 4• educ#Zr1l~~tlth~Jlr~4 for EFT expenditures may be proposed by either the Eity ofBoulder or the Boulder Palley School District. In either event, bothorganizationsshallbeinfor)ned ofanyproposal, and direction providedfirst by Council's Boulder Palley School District Issues Committee then from the full City Council, prior to the commencelnentvfanyformal evaluation orconsideration ofsuch proposal. As may become necessary, Council may direct consideratio)zofoneormoreproposal tovccul•inaforum where input by the community and the Boulder Valley School District may be solicited. S. Whenever feasible capital expenditures ofEET revenue shall be programmed as part oftee city's Capital Improvement Programming process. A complete history of the requirements related to the expenditure and administration of the city's EET revenue is included as Attachment F. Analysis ofEETRequest Below is a staff analysis of BVSD's EET request as described in the attached Proposal (Attachment A). • Appropriateness of Budget Estimates Conventional schools are typically designed only to meet building codes. T'he design of schools to meet minimum code performance tends to minimize initial capital costs but delivers schools that are not designed specifically to provide comfortable, productive and healthy work environments for students and faculty. On average, building to a LEED Gold standard might see an additional two percent or more increase per square foot than conventional schools but provide financial benefits that are sometimes 20 times as large. Both city and BVSD staff have discussed the various green elements proposed for the project and agreed to focus LEED points on those areas that have the clearest nexus with the city's Climate Action Plan in order to achieve the highest level of emission reductions. Energy related areas with LEED typically come with a higher upfront cost, as they often include adding renewable energy components such a~ photovvltaics and thermal solar water heating; both ofwhich have been identified in this particular project. Thorough energy modeling and verification will need to be completed on the project to provide both the city and BVSD with comprehensive and localized data for future use. Staffbelieves the; potential of providing up to an eight percent premium from the F,F,T for l,1:ID Gold certification is an appropriate request from BVSD. • Consistency with City's Environmental Goals As a partner in the pursuit of Gold LEED certification; the city would have representation on the Casey Midd(c School Desi~,m Advisory 'Team and would help to guide the design. It is critical that the project is evaluated for consistency with established city initiatives and environmental goals. As stated above, staffbelieves that BVSD has clearly articulated the intent to use the master plan for Waste Reduction, Zero Waste Resolution and the Climate Action Plan as guiding principles for Casey. • Evaluation of Project Team Experience Staffbelieves that RB-hB Architects is dedicated to designing environmentally responsible projects. They have a proven track record with LEED certified and green built projects in Colorado, and were an obvious choice when considering the intent ofthis project. City staff participated in the competitive selection process ofthe firm early in 2007. • Consistency with Historic Preservation Goals Policy 2.33 ofthe Boulder Valley Comprehensive PIan states that, "buildings of historic significance will be identified and protected". The 1924 portion of Casey Middle School has been identified as eligible for local designation as an individual historic landmark (see Attachment B). The subsequent 1950s and c.1970 additions to the building are not historically significant. Staff considers that a green historic rehabilitation of, and addition to, the 1924 portion ofthe building should be investigated using LEED new and existing building construction standards, as part ofthe Design Advisory 'team process. There are a number of examples of cutting-edge historic building rehabilitation projects around the country that have achieved LEED certification. In 2006, the National Register listed Gerding Theater rehabilitation achieved cutting edge LL-'I'sD platinum certification (see Attachment G). BVSD has agreed to consider historic/contexh~al issues as part of the design process. Staff requests Ciry Council's direction to guide historic preservation staff appointed to the design advisory team for the project. Specifically, whether or not staff should actively promote and advocate for a LEED certified rehabilitation ofthe historic 1924 portion ofthe Casey School consistent with Boulder Valley Comprehensive Plan historic preservation policies. • Consistency with Approved Council Criteria f'or Use of EET Funds I'he EE"I' request is consistent with Council's approved Policy Guidelines on IE"1, expenditures, described above under "Background on the EET," in that the request is for cone-time capital expenditure, to "improve or renovate existing facilities," furthering both BVSD goals and the city's needs and objectives, which first received direction from both Council and Council's School Issues Committee, and which is proposed for programming in the city's 2008-2013 Capital Improvements Plan. Approved By: Frank W. Bruno, City Manager ATTACHMENTS: Attachment A -Memo from BVSD to City, dated July 25,2007, entitled "Boulder Valley School llistrict request for EET funding to support LEED certification for Casey Middle School." Attachment B -Colorado Cultural Resource Survey of Casey Middle School Attachment C -Letter from Landmarks to Council, dated October 4,2006 Attachment D -E-Mail from Historic Boulder to City dated April 2, 2007 Attachment E - Letter from Plan-Boulder County to City dated May 21, 2007 Attachment E -Weekly Information Packet Memo to Council dated January 4,2007, entitled "History of the Requirements Related to the Expenditure and Administration of the City's Education Excise Tax Revenue" Attachment G -Article entitled "Gerding Theater at the Armory" ATTACHMTNT A Bo der Valley School District ~ 20 BOl~ir,~~ P~G a~~e kia~s! 6506 East Arapahoe RoJ/ad, P.d' ~ox~J011 Boulder, Colorado 80301 303-447-5062 July 25, 2007 TO: Carl Castillo, Policy Advisor, City of Boulder FROM: Don Orr, Director of Capital Construction, Planning and Engineering RE: Boulder Valley School District request for EET funding to support LEED certification for Casey Middle School The generous voters of Boulder Valley have provided a unique opportunity with the Casey Middle School project to create astate-of--the-art learning environment that will positively affect generations of Boulder students well into this century. With the City of Boulder's financial support in pursuing [~F•,ED certification, the facility could also be a nationally recognized exemplar of green building. By addressing the uniqueness of school spaces and children's health issues, LEED for Schools, sponsored by the U.S. Green Building Council, provides a ttniquc, comprehensive tool for schools that wish to build green, with measurable results. LEED for Schools is the recognized third-party standard for high performance schools that are healthy for students, comfortable for teachers, and cost-effective. LEED for Schools gives parents, teachers and the community a "report card" for their school buildings, by verifying that schools are built healthy, efficient, and comfortable. Students will learn better, teachers will be more satisfied and schools will run more efficiently. Our conversation with the city concerning partnering in the pursuit of LEED certification for Casey Middle School began over a year ago. At that time Council indicated its interest in working with BVSD to create a landmark of green building and energy efficiency in the rebuild of Casey.l"he state of the project provides significant opportunity to explore and irnplemcnt building-wide systems to improve energy efficiency and reduce greenhouse gas emissions. As a facility that is in its entirety designed to provide a healthy and comfortable indoor environment and improve the global environment through energy, materials and water efficiency, Casey can serve as a catalyst to promote green building and maintenance strategics throughout the school district and the city. Boulder Valley School District has committed to implement cost-effective, environmentally-friendly and energy- efficientdesign and construction strategies in the projects of the 2006 Bond Program. However, to make Casey a truly high performance facility and achieve LEED certification will require incorporating additional green strategies such as more efficient mechanical systems, additional design, model ing and integration, etc. These strategics often bear a higher cost. Allocating EET funding would enable us to begin moving toward this shared goal. BVSD is asking the City to be a partner in the mutual pursuit of LEED gold certification and to earmark EET funding not to exceed an upper threshold r of $l .8 million (6% of $29.1 million budgeted for LEED construction) to fund the additional design and construction strategies required for certification. t For the purpose of calculating LEED points, project costs such as FF&E which are not typically included in construction budgets are often used to determine if the project has met the standards for LEED certification. Therefore, nearly all project costs exclusive of design could be applicable to LEER. The LEED construction budget for Casey would be $29.1 million. This is the total budget of $31.1 million less estimated baseline design fees of $2,000,000. The funds would be paid on a reimbursable basis as LEED related expenses are incurred. It is the design team's goal to use as little of this allocation as possible. For the 2006 Bond Program, BVSD is relying heavily on the design advisory team (OAT) process to guide the design for each project. The Design Advisory Team (DAT) is a group of representatives from the school community which will work with other design team members to clarify and refine the specific scope of work based on the general scope outlined by the Educational Facilities Master Plan. The DAT assists the architect to meet the District's educational goals and the community's expectation for the facility. DAT Responsibilities and Participation in the Design Process • Provides critical input to the project architect during the Programming phase. (Programming and Schematic Design phases are described in the next section) • Assists the project architect to develop a Schematic Design which stays within the established budget. • Works with the project architect to complete the Programming and Schematic Design phases on time. • Assures that final construction documents fulfill the approved Schematic Design. • Represents the school community during meetings with the project management team. • Serves as an informational liaison within the school and the community by sharing information and communicating progress. • The DAT will communicate with other stakeholders, soliciting input and communicating decisions. The DAT for Casey Middle School will convene in August. Once the team meets and begins to work through the design process, many of the current unknowns related to cost and design will become more clear. As a partner in the pursuit of LEED certification, the City would have representation on the Casey Middle School design advisory team (Director of Environmental Affairs and Historic Preservation Planner) and would help to guide the design. It is important to know a# this point whether LEED certification is a goal of the project because that will significantly influence the design process. Following are responses to your questions regarding this proposal: 1. General Project Information -Describe general goal of project and funding requested: (Le. up to $1.8 million to achieve LEED gold certification of Casey rebuild}. Follow up with as much detail as possible, about the specific "green" features that are being proposed to be funded though the use of EET revenue. Overarching Goals: As noted above, the pursuit of LEED certification is dependent solely upon EET funding. The LEED goals for the project will be developed by the DAT in the fall, however, possible goals could include: • LEED: Achieve a minimum LEER Gold level of certification using LEED for Schools, with LEED Platinum as a potential goal. • Achieve a 50% reduction in greenhouse gas emissions relative to the project's baseline as defined by LEED. • Achieve a 40% interior water use reduction relative to the EPAct baseline. • Achieve a 50% landscape water use reduction relative to local practices. • Achieve a minimum 50% construction waste diversion rate. • Earn all LEED IAQ credits. • Maintain costs premiums associated with sustainability features below 6% of total construction costs. Desired Results: • Create an optimal learning and teaching environment that serves to specifically teach and inspire in the areas of sustainable development and operations. • Inform future design and construction of school facilities within Boulder Valley and throughout the State • Directly contribute to the City of Boulder's Climate Action Plan goals by reducing Casey Middle School's emissions footprint by 50% per the 2030 Challenge • Indirectly contribute to the City's Climate Action plan by reducing greenhouse gas emissions in the commercial sector. The commercial sector represents 30% of total citywide emissions, not including associated transportation emissions. The Casey redevelopment has the potential to impact the future design of all commercial building, as lessons learned regarding costs, benefits, technology and strategy feasibility, etc. will serve as a model for regional green building efforts. • Indirectly contribute to the City's Climate Action plan in III! sectors. The students, parents, and community members will take the inspiration and actionable measures and implement these at home, whether through energy efficient, renewable energy, water conserving technologies, efficient vehicle purchasing, using non-automobile transit, subscribing to wind power, etc. High profile public facilities like Boulder Community Hospital, the North Boulder Rec Center, and especially educational facilities such as Casey have the unique opportunity to inspire, demonstrate, and learn on behalf of the larger community. • Contribute to the City's Master Plan for Waste Reduction (MPWR) and Zero Waste Initiative by researching the feasibility and pushing the limits of regional construction waste diversion and enacting a comprehensive procurement, recycling, and composting program (collecting hard to recycle materials on behalf of the community such as cell phones, batteries, and computers, investigating the possibility of a composting program, in addition to facilitating the convenient recycling of the more traditional materials such plastic, glass, metal and paper) as part of the school's ongoing operation to potentially serve as a case study of a true zero waste facility. • Inform the future development and remodeling of Boulder buildings by setting an example in all areas of environmental impact (stormwater, transportation, light pollution, landscape design, water efficiency, materials and resource efficiency, low-toxicity, daylight, etc,) and informing the evolution of the Green Points program (especially the commercial sector portion of the program) going forward. Areas of emphasis The main emphasis areas of green building for the Casey rebuild will be determined by the DAT in the all, however they may include some of the following: • Healthy Indoor Environments, including the use of non-toxic materials, and fresh air delivery. Specifically, the project should be designed to exceed fresh air delivery levels as prescribed by ASHRAE 62 by 30% and meet all four low-VOC credits within the LEED rating system. • Daylighting, which is strongly correlated to an improved learning environment, including the use of light shelves, clerestories, etc. • Comfort and controllability of temperature, lighting, fresh air, etc. by the occupants to further promote an improved learning environment. This would include the use of operable windows, C02 monitoring for demand controlled ventilation, daylight controls, and lighting and temperature controls in every classroom. • Reduced greenhouse gas (GHG) footprint, to align with the City's Climate Action Plan goals and the 2030 ChaliengeZ,issued by Ed Mazria and Architecture 2030. The 2030 Challenge asks the global architecture and building community to adopt the following targets: • All new buildings, developments and major renovations shall be designed to meet a fossil fuel, GHG-emitting, energy consumption performance standard of 50% of the regional (or country) average for that building type. • The fossil fuel reduction standard for all new buildings shall be increased to: z http://www.architecture2030.org/2030_challenge/index.html i. 60% in 2010 ii. 70% in 2015 iii. 80% in 2020 • 90% in 2025 • Carbon-neutral in 2030 (using no fossil fuel GHG emitting energy to operate). • Energy efficiency, to invest the City's tax dollars responsibly and with an eye towards lifecycle cost. In addition to the controllability mentioned above, this may include the use of a highly insulating shell, evaporative cooling systems, ground source heating and cooling systems, radiant heating and cooling, underfloor air delivery, reduced lighting power density, Energy Star appliances, etc. The process for evaluating these systems is discussed below in the Evaluation Process section. • Reduced noise pollution into the classrooms including exterior and interior wall and ceiling material selection, window selection, low-white noise HVAC systems, etc. • Water efficiency, given that Colorado is a dry climate, that water efficiency measures are relatively inexpensive to implement, and that water fixtures can serve as a tangible teaching tool. This would include the use of low water using plants, efficient irrigation systems, ultra-low-flow showers and sinks, dual flush toilets, low flow urinals, and Energy Star kitchen equipment. to addition, the building will be designed to promote sustainable operations of the facility throughout the building life. These measures include: 1 using the building as a teaching tool 2 Promotion of pedestrian and bicycle transportation 3 Development of a reduced or zero waste program 4 Development of anon-toxic cleaning program 5 Community connectivity and interaction Other areas that will be evaluated and implemented where cost-feasible are: 1 Stormwater management 2 Mitigation of heat island effect 3 Materials reuse 4 The specification of environmentally preferable materials such as those with recycled content, rapidly renewable content, certified wood, etc. 2. Basis for Budgetary Estimates -Explain what method was used to determine the amount needed to fund the proposal described above. If comparable projects were used to determine the scope of funding, please provide those as well. Again, a recent national study of 30 green schools demonstrates that the average cost to go green is less than 2% (green is defined as LEED basic certification) or $3 per square foot. Please explain why Casey will require an 8.6% premium to achieve LEED gold standard. Evaluation Process One of the most common questions that emerges at the outset of every development project with green building aspirations has to do with quantifying the cost premiums for those "sustainable" measures. Increasingly, there are a number of studies which quantify the premium associated with reaching various levels of LEED certification and measure the associated benefits. However, for any specific development project, the question of cost premium has as much to do with the baseline design and the process of evaluating different altemafive systems as it does with the systems themselves. For the Casey redevelopment, the baseline design is BVSD middle school educational specifications modified for projected Casey enrollment and the green features identified in the response to question 3. This includes rooftop HVAC units with VAV air delivery, DX cooling, and hot water reheat; no demand controlled ventilation, code insulation and windows, code boilers, code lighting levels, standard refrigerants, and standard code water fixtures. To achieve the goal of 50% greenhouse gas reductions as set forth in the 2030 Challenge (a goal the design team feels is both appropriate and feasible), several options will be evaluated for projected performance (energy savings) and first costs, allowing the team to arrive at the most cost effective mix of strategies and technologies for realizing this overarching goal. This list of strategies to evaluate will be developed by the Design Advisory Team in the fall, but wilt likely include industry best practices such as underfloor air delivery, radiant heating and cooling, low Uvalue and SHGC windows, increased wall insulation, evaporative cooling, ground source heating and cooling, daylight controls, clerestory design for daylight, classroom temperature and lighting controls, dual flush toilets and low flow urinals, reduced lighting power densities, and onsite solar electric and hot water. The process of evaluating which measures will be included in the final design will be as follows: 1 Conduct an integrated design charrette and public process sessions to ensure that the areas of emphasis as envisioned by the design team match those of the city, school district, and stakeholders, and that a compete list of industry best practices are considered for evaluation. This session will also act to establish the overarching goals for the project including budget, LEED certification level, performance targets, etc. 2 Perform energy modeling to understand how individual measures can reduce annual operating costs and greenhouse gas emissions and understand the interactive effects of groups of measures (e.g. how lighting controls can reduce the need for summer cooling). This cost for energy modeling will likely be covered by Xcel's Design Assistance program, for which an application is currently being completed. 3 Conduct acost-benefit analysis to balance the first costs of individual measures (after Xcel and Federal incentives) with the anticipated lifecycle savings. This part of the process allows the designers and developers to make decisions based on a given measures payback, net present value, first cost impact, and overall LEED or greenhouse gas reduction goal impacts. 4 Conduct stakeholder meetings to make sure that the progression of the design meets expectations going forward. Budget Allocation Because the design process will involve evaluating several strategies and technologies for costs and benefits, it is impossible to know the cost premium at this stage in the process. It is possible that the end project will incur no premiums fo reach its performance goals. On the other hand, the historical component of the project, relatively low baseline level (e.g. zero energy savings relative to ASHRAE 90.1- 2004), and the potential for design and construction constraints or requirements that may emerge (e.g. a requirement to reuse demolition materials onsite) may result in a more inflated premium. Therefore, at this 3 stage the best that can be offered is a conservative estimate. Based on industry literature and the experience of the design team, it is felt that a conservative estimate of 6% construction cost premium is realistic, with the understanding that the design team's goal is to use as little of this allocation as possible. Expenditure Management BVSD proposes that EET funds be distributed on a reimbursable basis not to exceed $1.8 million. City staff, through their service on the DAT, would be involved in decision-making regarding what LEED strategies are adopted and supported with EET funds. As expenditures are incurred, BVSD would submit invoices to be reimbursed to the City on a quarterly basis. In addition to construction costs directly related to strategies implemented to achieve LEED certification, EET funds will cover'soft costs' such as additional design and analysis. At the conclusion of the project, BVSD will provide a scorecard identifying EET funded LEED strategies and their overall benefits. Greening America's Schools: Costs and Benefits, by Greg Kats of Capital r~s (October 2006), http://www.cape.com/ewebeditprolitems/059F 11233.pdf 3. Baseline Improvements -With as much detail as possible, contrast the project to be funded through EET revenue with the specific "green" elements of Casey's rebuild that BVSD has already committed to providing as part of the bond measure. The 2006 bond ballot language stated BVSD would "Implement(ing) cost-effective, environmentally- friendly and energy-efficient design and construction strategies." This green-build strategy is being institutionalized in our technical building specifications which is the basis for design planning by the architects of our projects. In addition, architects contracted for the bond projects were chosen because of their knowledge and experience with sustainable building strategies. BVSD is committed to continuing its efforts from former bonds and will include other green' measures which have little or no additional costs associated with them. These low-cost strategies and materials are often incorporated into the design and operation of remodels and new construction with a high Level of success. They include, but are not limited to, natural daylighting, low-maintenance landscaping, efficient irrigation systems, low-flow water devices, Energy Star appliances, low VOC- emissions carpets and furnishings, recycled content materials, and highlyefficient ventilation and heating and cooling systems. To make Casey Middle School a truly high performance facility and achieve LEED certification will require incorporating additional sustainable strategies. The list of strategies to evaluate will be developed through the Design Advisory Team in the fall, but will likely include industry best practices such as underfloor air delivery, radiant heating and cooling, low U-value and SHGC windows, increased wall insulation, evaporative cooling, ground source heating and cooling, daylight controls, clerestory design for daylight, classroom temperature and lighting controls, dual flush toilets and low flow urinals, reduced lighting power densities, and onsite solar electric and hot water. Following is a list of LEED design elements BVSD would like to pursue at Casey Middle School with the help from EET funds contributed by the City of Boulder. We have identified elements that will be implemented as part of the baseline design and those that will require additional funding to reach LEED certification standards. LEED strategies that will be implemented regardless of EET funds (Baseline design) Points Description 1 Re-use existing site 3 Maximize proximity to public transportation, bicycle paths and developed areas 1 Minimize excess parking capacity 1 Intend on controlling storm water quantity 1 Utilize a site master plan 1 Will utilize increased ventilation Will utilize low-emitting materials in Floors, 4 paints, adhesives, and furniture 1 Will control lighting systems 1 Will control thermal comfort systems 1 Will design for thermal comfort 1 Use roofing materials with low SRI to reduce heat island effect 1 Will utilize outdoor air delivery monitoring with C02 Sensors 1 Enhanced refrigerant management 1 Thermal omfort verification pr cess Target strategies tat may be implemented without EET funding support as determined by the DAT but which may not meet performance thresholds for Lh;ED certification: Points Description 1 Reduce light pollution 1 Will implcrnent water efficient landscaping to reduce water use by 50% 1 Will use low flow fixtures and water conservation methods to reduce use by 20% 1 Will utilize 10% recycled content materials 1 Will utilize 10% regional materials 1 Will utilize rapidly renewable materials in insulation, carpet, flooring, etc. 3 Will implement daylighting at 90% of classrooms and 75% of other spaces 1 Implement Enhanced Acoustical Performance 1 Utilize the School as a Teaching Tool LEED strategies that would not be implemented without EET funding support: Points Description 1 Utilize shading and low SRI paving to reduce heat island effect 10 Wili attempt to better ASH RAE 90.1 standards by 50% for Energy Performance 1 Will pursue enhanced commissioning on systems 1 Will divert 50% of construction waste from landfills 1 Will implement a construction Indoor Air Quality Management Plan during construction 1 Will design for views in 90% of the spaces The following items have been identified as design elements that could help Casey Middle School achieve LEED Gold Certification. None of these strategies could be implemented without funding support: Points Description 1-2 Material reuse of 5-10% of existing building materials (i.e. brick, steel, etc.) 1 Provide parking for low-emitting and fuel-efficient vehicles 1 Improve the quality of storm water runoff through vegetative swales and pervious pavement, including the City shared parking lot located at the SE corner of the site. 1 Size building for joint use of facilities {gym, auditorium, classrooms, fields, etc.) 1 Implement native grasses and Xeriscape landscaping to eliminate irrigation demand 1 Utilize innovative wastewater technology through onsite treatment or gray water 1 Achieve 30% reduction in water use 1 Generate 2.5% on-site renewable energy through solar, wind or geothermal means 1 Measurement and verification of building energy consumption for 1 year 1 Provide at least 35% of the building's electricity through a 2 year contract for Green Power 1 Will implement a construction Indoor Air Quality Management Plan before occupancy 1 Divert 75% of construction waste from landfills 1 Utilize 20% recycled content materials 1 Utilize 20% regional materials 1 Utilize 50% certified wood through the Forest Stewardship Council criteria Certification levels: 29-36 points =Certified, 37-43 points =Silver, 44-57 =Gold, 58-79 = Platinum 4. Project Team Experience -Describe the experience of the project team in constructing LEED buildings. !n building the Casey Middle School project team, BVSD sought professionals with proven experience and expertise in sustainable design and construction. To represent city interests and environmental priorities, Jonathan Koehn, Environmental Affairs Manager served on the architect interview team. We are excited to have RB+B Architects and their subconsultants who all have experience in sustainable building projects. YRB Sustainability Consultants of Boulder also joins the RB+B team and would be assisting with the LEED certification process. In October, we will contract with a construction manager/general contractor (CM/GC) firm with LEED Accredited staff to work closely with the design team on construction related issues. CM/GCs typically join a project during the design phase to assist the architect with cost - _ - - - - - - _ - - - z~ estimating, scheduling and construction planning. With larger projects, it is helpful to have input from the construction contractor earlier in the process to provide feedback on constructability, safety, phasing and cost estimating. RB+B Architects is dedicated to designing environmentally responsible projects. They hold a philosophy that sustainable design is a whole building or comprehensive approach that can be applied to any project to support the integrity of design to create a green building. A thoughtful and sustainable approach to design, specific to the local environment, can have a major impact on a building's long-term operational efficiency. RB+B strives to provide informed, appropriate and practical solutions. Their strategy is effective communication across disciplines. Through integration They access opportunities to optimize performance, reduce costs, enhance comfort and minimize impact to our environment. RB+B hosted a LEED workshop for design professionals in Northern Colorado in the fall of 2003. George Brelig, principal architect has also been a guest speaker on high-performance building regionally, nationally and internationally. Currently, RB+B has six staff members that are LEED Accredited. The design team's approach to Casey Middle School is built around interactive planning and design workshops with multiple consultants where sustainable issues can be defined, strategies are explored, and innovative solutions discovered. These charettes take place early in the predesign and schematic design phases and provide an opportunity to gather the entire building team and owners to identify issues, solutions, goals and process. Pre-design and schematic design phases are critical stages in any project, after which the informed creative design process can move forward. Creating a conceptual design that will complement the local climate to enhance comfort levels, using optimized ventilation and energy conservation methods, is important in creating sustainable projects. Today's technology means we do not have to choose between energy conservation and good ventilation -we can have both. The team's approach to design will enhance interactions between design elements appropriate to the site and the program. These goals will be accomplished through the following: • Environmental Impact -proper building placement, footprint and massing • Environmental Quality -minimize site runoff/ pollution of ground water Landscaping -use of indigenous and drought tolerant vegetation, to achieve minimal water consumption and pesticide use • Optimized building envelope (walls and glazing) -reduce heating! cooling loads, improve radiant comfort and prevent condensation/ evaporation, as appropriate • Passive solar-appropriate orientation, proper massing, and heat transfer concepts to offset the building's heat gain/ loss. Active solar-integrated photo-voltaic (BIPV) to provide offsetting alternate source for power supplied back to the local utility grid Ventilation strategies (exhaust, outside air contribution, location of supply/ return ductwork}- achieve air quality goals while minimizing heating/ cooling loads Commissioning -third party testing to achieve proper operation of systems, training, trouble shooting and documentation Clean Air -purging the duct systems within the buildings prior to occupancy Mechanical systems -efficient and appropriate mechanical system type, size and design Plumbing systems -low-flow fixtures coupled with sensors and automatic controls Electrical systems -efficient ultrasonic electric lighting systems to monitor and limit interior fighting and exhaust levels • Lighting systems -high quality natural day lighting that is integrated to the design YRG Sustainability Consultants, our LEED Coordinator, will coordinate the LEED certification process beginning with the development of a project-specTc LEED action plan which identifies an effective approach, target credits, timeline and responsible parties. YRG then guides the project team through implementation of appropriate strategies, optimization of the project as a whole system, integration across disciplines, and completion of required documentation and processes to support earning a LEED certification. YRG will also work along with RB+B to identify appropriate renewablelalternative energy options that can be implemented on the Casey project site. Strategies may include but are not limited to wind turbines, solar photovoltaics, solar hot water panels, micro-hydro and waste-to-energy biodigesters. The following are RB+B projects that are LEED Certified or are built to Green Building/LEED standa?•ds. Fossil Ridge High School in the Poudre School District, which won the 2006 C)rFPI James D. MacConnell Award for its strong collaborative community and District participation, Cully embodies our belief in Green I3uitd Design. Fossil Ridge is the first High School in Colorado (third in the nation) to be LEED certified at the Silver level. It is the feature example of LEED design on the USGBC website. Zach Elementary (a statewide competition winner) and its prototype companions Bacon Elementary, Wellington and Timnath Elementary Schools, were all designed around the sustainable principals of LEED and the Poudre School District's pioneering Sustainable Design Guidelines. Timnath Elementary School also in the Poudre School District is the same prototype school as Zach Elementary. At Timnath the school district has received funds to enable a LEED Certification. They are anticipating LEED Gold Certification. The Douglas County Prototype School, also a statewide competition award winner, is also designed around the principals of green design. There are currently three schools under construction and two more in site adapt design phase for construction beginning in about three months. The campus for NCWCD (Northern Colorado Water Conservancy District) was designed around the energy efficiency and daylighting principals of Green design. It consists of office headquarters and maintenance buildings, a demonstration turf grass area and a demonstration area of the entire Northern Colorado water system. The design for Seven Generations Office Park has just been completed. This is RB+B's first spec office project that will go for LEED certification. It consists of three office buildings totaling 56,000 SF. They are anticipating LEED Platinum Certification. 5. & 6. Environmental Benefits-Describe the specific environmental benefits of the proposed project, including the projected lifetime saving for operation, for energy specifically, etc. Social Benefits -Describe the education benefits of the proposal with reference to experiences with other LEED certified schools (lower absenteeism, increased awareness of environmental concerns, increased awareness of history and architecture of Boulder, etc.). The best and most current source for the costs and environmental and social benefits from sustainably designed schools is Greening America's Schools: Costs and Benefits, by Greg Kats of Capital E (October 2006). Highlights from this report are summarized in the bullets below: • Financial savings resulting from green features are on the order of $12/ft~attributabte to lower energy and water costs, improved teacher retention, and lowered health costs. • Green school design typically emphasizes providing views and managing daylightspecifically increasing daylight while eliminating glare. These two design features have both been correlated with improvements in performance on tests. • In fall 2005 Turner Construction released a survey of 665 executives at organizations involved in the building sector. Of those involved with green schools, over 70% reported that green schools reduced student absenteeism and improved student performance. • An analysis of two school districts in Illinois found that student attendance rose by 5% after incorporating cost effective indoor air quality improvements. • A study of Chicago and Washington, DC schools found that better school facilities can add 3 to 4 percentage points to a school's standardized test scores, even after controlling for demographic factors. • A recent study of the cost and benefits of green schools for Washington State estimated a 15% reduction in absenteeism and a 5% increase in student test scores. • Students moving into the Ash Creek Intermediate School in Oregon experienced a 15% reduction in absenteeism. • Students moving from a conventional school to the new green Clearview Elementary School, a 2002 LEED Gold building in Pennsylvania experienced substantial improvements in health and test scores. A PhD thesis on the school found a 19% increase in average Student Oral Reading Fluency Scores (DIBELS) when compared to the prior, conventional school. • 17 separate studies all found positive health impacts (i.e. reduction in reported prevalence of symptoms) ranging from 13.5% up to 87% improvement, with average improvement of 41 • A recent review by Carnegie Melton of five separate studies evaluating the impact of improved indoor air quality on asthma found an average reduction of 38.5% in asthma in buildings with improved air quality. • In an average sized new school of 900 students, a 25% reduction in asthma incidence in a healthy school translates into 20 fewer children a year with asthma, with an associated annual cost savings $33,000. • A recent report on the impact of green schools in Washington State estimated a 5% reduction in teacher turnover. Selected Figures: 4 http://www.cap-e.com/ewebeditpro/items/059F11233.pdf ~'~ur_ : r'Fs,}it~ ~,r~it~1. r:-+~!?1 ltr,f~rov2ta indn~r .•~,ir Quall?}, U.+rai MP+Sr ib0% _ _ • r_ a: , . Pollutant Source Consols E ~ ~ 9t3X g~,.;t ;4;oisturt'. ;,A~ ¢ Control :~~a7 e0"'..-~ C i0:> I. L0: Ai:nn~. 61.iL St• A+irm+ G 6t3iS Aiw•gias 4 ~ SG <c.c:: Inrj:wqua• 4~.a'+ v r+tr n+:oq fp71tf9i: S!S ~ 40)i ? 3i.0A task Aar _ , ~ SBS i3.6C 33AX ~~I .,.`3~~r . ~ sgs sus h 21.4:ti 9~t }}~~~~44~~j Ast^m.a ~ ~~d,f f~'rCi 21.5^. ~ Ae:Tr.a 1i.S:rt 9 d '~r CS 20At. -+ua<M 2CA'. SSA4 wu[os. p 2~~:; t, . Res:ps:o•; Nucays+ ~ ~ Cu it ns;Tma `ri - yt _3tn^ni E tU9; ~ ~ t, ' i D ,nka }aakkaia en.trraya Hk a x~r- sworn r:sx a S:aa- M+n21K eo>,- awman ~~r-4 Austtaban'd~o:ai N'ra:- Jane- Osb at k ' 6 at d Roun- Wau 2996 Rcsan- nwr~-sic 1547 G+mar q a ku~d+np R+sII+n:? 1998 4~.dar kola R:udanu 19% Tar+niw+ 148E hl0 sc al hid at sl as a? 1Hf^. 'va-++a1 Ctrm: at ai Ha )aakkoq 2145 2547 1797 1997 2002 2003 7007 1996 29% t997 :.99a +t at 1496 Figure r= Ploductit;li•y Ca~'is• prom In1i:rG~~eG Tem,rerature ~ontrol5 Jg~ individual temperacurr control T ~ 7 6', yl - 1 s.r,~ .>.14..+_.. ~ ~ l2:k C ' 0 6,~ temp?t3lure ~ rnn110~ 4.9'. ~ ~ a,s•. :.t•. tYc JS!• 2.St . Frir 3 6'. Z:k 2.7r. 235 t.9!. t+n• d 1USttrd rrarath~ 4Ak,nun hta.~ra (Wm WF.C[I1 Nieneea NumD+r :vc :vran 9ticr sk-m 14•~^.+riah ll'ule•: eh Amtr1:+ /:ro-t: et J BrhAny :L`t2 r. al r, al ;007 'Han^.uL :~i6 :956 : al ZP71 ZCC_ :+c-7ne71 al :rC3 At~e+ 2CC: 2GC2 at al iGOZ :992 Z:rC2 2CC0 Source: C-:zrrlet}+e hie6:gtt :i:uversit~r teraQr for 6uiiding Perfermi<nce, 21705 1»dire<t fighting fixtures 26.1°ti ? ~ 4, v 13.2A _ . > Daylight - ' 8.5°s increased light stmulannp p 4'> levllS Sk•~li. ht 67: r 9 • ~ ~ 3.J5. 3% smd a v«ws e OIF..NFVrmm f'PS:~ 20?rM C~rroi ~zta Fu-per i Sm ~~ey, ratzaY 199: xero• ECIP xe'o Fa,l d~ H~dSe.i•r +9'9) u &acn~aq Co^p.~4:E tar^.e i~tleral i~aro ltl :aCge tfs ~.c:i f.cmm ti 7uld:gg>1 199-0 .i5: :9e' '~ry_n3 d ecpen~-anh 1595 1995 rwcr-.r. 195 t<cmralad Co.rT'r.» 1955 ros...BtmpOY IS)O Ei meb>•lYo>;I-:O_ JB-:F'ertl o-„i'~ ^ Another study, titled "Daylighting in Schools," conducted by the Heschong Mahone Group (August, 1999), found the following results: • ...at the Capistrano school district...we found that students with the most daylighting in their classrooms progressed 20% faster on math tests and 26% on reading tests in one year than those with the least. • The classrooms with the most window area are seen to be associated with 15% to 23% faster rate of improvement over a one year period when compared to classrooms with the least amount of windows. • Students in classrooms where windows could be opened were found to progress 7-8% faster than those in rooms with fixed windows. • Studies in Seattle and Fort Collins...siudents in classrooms with the most daylighting were found to have 7% to 18% higher scares than those in rooms with the least. 7. Historic Preservation Considerations -How will the project be consistent with the city's historic preservation goals per section 2.36 of the Boulder Valley Comprehensive Plan? To the extent possible, describe BVSD's intent to consider the preservation and rehabilitation of the historically significant 1924 portion of the building as part of the planning and design process (utilization of LEED standards for existing buildings, visioning committee, architect with historic preservation experience, inviting city historic preservation staff to participate Design Advisory Team). If there are concerns/challenges envisioned with maintaining portions of the historic school describe those. Boulder Valley School District's primary mission is an educational one, but included in that mission is a responsibility to reflect the values and the priorities of the greater community in which we live. To that end, BVSD has committed to the design advisory team process which includes school and community stakeholders. The design process for the new Casey Middle School involves a collaborative effort for visioning, programming and conceptual design with participation by school staff, administration, students, custodial and maintenance personnel, community, parents, local energy providers, and two City representatives (James Hewat, Historic Preservation Planner and Jonathan Koehn, Environmental Affairs Manager). In addition to contributing to the design process, DAT members also serve as liaisons, bringing community concerns and perspectives to the team. A structural analysis of the existing structure to determine its Suitability to be incorporated into the new design is underway and will inform the work of the DAT. As part of its evaluation of the - - ~ possibility to preserve the building, the DAT will need to consider the building's ability to meet the needs of student learning in the 21 sc century, accessibility, historical significance, structural integrity, cost to rehabilitate and maintain the building and site utilization. Based on our current knowledge of the building, examples of concerns and challenges the DAT will need to consider include whether the current size and configuration of rooms in the building support the way curriculum is delivered to students today and in the future?; what would be required to make the building ADA compliant?; can the school district afford the ongoing future cost to operate and maintain the building? RB+B's deliverable goal is a middle school which will serve and respond to the educational needs of the school district and the Casey community for the next 50 years. In the design process three critical elements will be explored: "historic/contextual," "educational excellence" and "sustainability." The first part of the design process involves facility programming or the "problem seeking" phase. The following diagram illustrates this "vision" to "design" process. Boulder Valley Scho istrict tVew Casey Middle~~hool IVISION t0 VISION .off e~E SEE~~ M I Historic / Educational Context Excellence Sustainable ~ ~~EM SO~`i Q c DESIGN ,Q t~! r RBB The "contextual/historic" element will require researching the site and 1924 original building. The neighborhood's character serving Casey Middle School will be critically examined- The due diligence in this investigation will include: Building Review Historical Relevance Structural Integrity Ability of existing school to respond to educational programmatic functions. Accessibility Component re-use Site Review Urban Site -building high density Maximize site for playground Maximize time use of playgrounds Accessibility Parking The second part of this "problem seeking" process will Took at the delivery of education. Room sizes, adjacency requirements, and functionality will be analyzed in response to the strategic educational delivery model. Lastly, RB+B will begin a critical understanding of what level of sustainability, and high performance building is achievable, with the goal of reaching LEED Gold Certification. In a school, this especially means achieving a high air quality and controlled natural daylight in the learning spaces. Achieving greater energy and water use efficiency are also concerns. Following the programming or "problem seeking" phase, the design team will begin conceptual design or the "problem solving" phase. As design solutions are developed, each solution wiH be analyzed on the adherence of the design solution to the three critical elements discussed above. It is at this phase of the design process that solutions will explore and test the original 1924 building for possible integration into the building design. Budget will also weigh heavily on the final design solution. RB+B Architects has brought to the team, Nan Anderson of Andrews and Anderson Architects, PC. Nan has been working in the field of historic preservation since 1984. She will attend key project meetings and prepare recommendations for the treatment of historic fabric/features, once a design direction has been established- Certain LEED Certification points can be achieved for re-use of all or part of the building. 8. Timeline/Next Steps -To the extent possible, describe the next steps and timeline that would be envisioned if Council approves EET funding (i.e. OAT with city staff involvement, design, engineering, construction, operation). The following schedules outline the first 15 weeks with the design advisory team and also the tentative schedule for the complete project. Funding approval by the Boulder City Council will allow our design team and consultants to begin an investigation of sustainable heating and cooling options, recovery systems, non-renewable energy systems, etc. It will also allow our team to consider a ground source heat pump for heating and cooling (geo-exchange). h This effort can begin at about the I week of the DAT. meeting. The process is defined in more detail in the response to question /!4. New Ca1MIY Middle School for EIVSD Design Advisory Team Timeline i~lv 2•+. Zi)+i~ aoco->s ContO).w7tr51w.tadnudelEducau0lktl PmDlem SeekJnM ~v Problem sa,~-.q Sp'n~PSy° Mw~l-IlrTVaolf p.-~anxn_.erd BV50 Educ:ailoo(,J SpodfdG005 Reviaw t)nr\'islnn DI.tJNopnwnl •-OI HYlslon Dlw8lopman Of BP3oo P,opram co-Learmnp Spaces I If I- i' sakes m© An2ttysLs Apl.l>WedJw -o EducalkA'I<•.U pl'Opn~rns A",Lb-J,Iv v. -!w11J.n~b-e ('ICS An I~ f)t11 VI$Ien ' AIC I""n e0 Ist-~ I-r Sc(>: L. .rt kJ<Sget Sr.IdAdm e l u8r~py. pccrmDd t6, 2007 ! Ct':U Chnrrc:;a Sc~c,cr, 'A Da,d ::unnq Ipr ,Mhr a~m~ lEEO IAId Cen•hcutan,' I t~~.~xy l=ccnrbvr?5.20d7 I ~ V, t'.: fY,,nn OJ 'fn Cant.,pnraf L'ct:gr. iUrSdyv, l.mu?rY b. ~OOa ?'>ti:itL}I~. I;otuc;Ywi: Dc sips ' !uv^daY.3an.uvy 15 21)S18 11 cd,Leplt~~ :,~;,n I fw.•u:y. r.unuHr l2.2Df.'~R i.~?ap.~s''~ss~34~+i~?~t Ct~tx;epale! %resifYl i~S A Y. Jertuory' 2<}. ~>A . , f.<xxapfuaf Cesgn facilities Cc,m!:>letlon Timeline July 24, 2001 Design Process Construction Process 200 2aag Soptltmber March Bidding Construction bBgms i8 Des y•r ACwlu(ry Team 6eyirs rrxxiltll J November 13 Preliminary Program Report subnulted May 4 Final Program Document completed June ill Scopol8udgeUSchedule Revl_ JutY Programrtalic Cost Estimate 2003 January II Conppl Design begins February i9 2G April 5 12 Concept Design complete SG!€mahc December Design process begins 2010 Schemut~c Design Phase compiete January Design Development Phase b< >gtns February July 22 23 March Design Development Phase complete Aprri Commissioning Begins Oe.::emher :2 Cons:r:r;coo iocument Phase begins May June Construction Document Phase cemplete Ou[ t0 Construction Comp,,,te II 30 July Commissioning Complete to Bid 2009 5: owner move in oogins February September I ~ Bidding cortplele Project Award! School starts 2r Notice to ProreeC 9. Project's Impact on BVSD's Sustainable Design Practices -Describe how funding of this project could impact BVSD likelihood of incorporating sustainable design into future construction projects. The Casey Middle School project would set a new standard in our school district's operation by including new construction specifications into the reconstruction and through the introduction of new energy-efficient technologies. The latter would be enhanced by the additional funds provided by EE7 which wouid allow some strategies and systems which may not otherwise be affordable. One of the greatest benefits of creating a LEED certified school is the learning experience the building itself provides for students and staff and the community as a whole. We see the construction experience as a learning opportunity and the possibility of creating curriculum related to teaching students about the sustainable features of the school. Middle school students tend to be ripe for conservation education as they begin to understand the importance of these efforts in their own lives. As students are exposed to the conservation ideas embodied in their school building we hope to create a sustainability mindset that will be carried home and out to the community. We see students becoming ambassadors for the school and the ideals it embodies. - - - - Part of the successful operation of the school lies in the commissioning of the building occupants and maintenance staff in understanding its features, and its use and maintenance. As with the students, this understand and daily interface serves to build a conservation mindset that is then carried to other district staff and can eventually become institutionalized. The project could also become a showcase for the city, both in terms of its LEED status and as a successful partnership with the district. Boulder already has a reputation as a progressive city in terms of conservation ideals. Casey can become a physical manifestation of those ideals. In conclusion, BVSD's desire is to recognize Casey Middle School as an anchor in the central Boulder community and to create a school that is capable of meeting the demands of new century curriculum as well as being environmentally state-of-the-art. We hope the City of Boulder will join us as a partner in this opportunity to create something that is a notable reflection of both the high educational standards and exemplary environmental values of the community. Attachments: Proposed DAT membership list Proposed OAT membership list Richard Foy (Casey Parent, CommArts) Elene Mooney (Casey Parent) Don Price" (Community, Whittier Parent) Doug Young (Flatirons and Casey Parent) John Koval (Community, Whittier and Casey) Thomas Volckhausen* (community-interests: green building and historic pres) Kathryn Singey (Faculty) Lester Lurie (Faculty) Judy Amabile (Casey parent) Brenda Lotterhos (Faculty) Anthony Gonzales (Uni Hill & Casey Parent and former student} Celeste Landry (Uni Hill, Casey, Interest in Historic preservation) Molly Hoverstock {Faculty) Audra Blackledge (Faculty) Miguel Villalon (Faculty) Alison Boggs {Faculty) Cynthia Jarmon (Casey Office Staff) Julie Husband* (Community} Lisa Van Leuwen-Hal! (Casey Parent} Cathie Williamson* (Faculty) Kristin Fitzgerrell (Casey & Whittier Parent} James Hewat (City of Boulder, Historic Preservation Planner) Jonathan Koehn (City of Boulder, Director of the Office of Environmental Affairs) * Denotes alternate representatives ATTACHMENT R Resource Number: 56L5911 th Address: 241013 Street oAHPtao3 OfTicial eligibility determination Rev. 9198 (OAHP use Only) Date Initials _ COLORADO CULTURAL RESOURCE SURVEY -Determined Eligible-NR -Determined Not Eligible-NR A/-Cf7lteCtU/'a~ ~I7V8ntOry Form --Determined Eligible-SR -Determined Not Eligible-SR Need Data -Contributes to eligible NR District -Noncontributing to eligible NR DisUici I. IrJENT/F1C,'A TION 1 Resource number: 58L5911 2 Temporary resource number: N/A 3 County: Boulder 4 City: Boulder 5 Historic building name: Northside Intermediate Schoo! 6 Current building name: Casey Middle School 7 Building address: 2410 13'h Street; Boulder, CO 80304 8 Owner name and address: Boulder Valley School District RE-2; 6500 Arapahoe Ave.; Boulder, CO $0303 /1. GEOC,RAPHICINI.OKMA 770N 9. P.M. 6th Township 1N Range 70W SW Y4 of NW Y4 of section 30 10. UTM reference Zone 13; 476170 E 4430131 N 11. USGS quad name: _ BoulderYear: 1978 Map scale: 7.5 12. Block 8, North addition, BO; and Block 3, Sunset Hill addition 13. Boundary Description and Justification: The Legal description (Item 12) includes a/1 the land currently associated with the school building property. /ll. Architectural Description 14. Building plan (footprint, shape): Irregular plan 15. Dimensions in feet: Length 290 x Width 150 16. Number of stories: 3 17. Primary external wail material(s): Brick 18. Roof configuration: Flat roof 19. Primary external roof material: not visible 20. Special features: decorative cornice, decorative terra cotta Resource Number: 5BL5911 th Address: 241013 Street 21. General architectural description: The original 1924 portion is a 3-story symmetrical cream brick school building with flat roof on a concrete foundation. ft featured a modibed H-plan, with an additional wing extending from the center rear. The facade is divided by brick pilasters that feature angled terra cotta caps at the sit/ and lintel level on each floor. There are additional silt bands of molded terra cotta between the , & 2"d stories, and beneath the cornice. 1/1 windows (not original) have angled terra cotta sills. There are terra cotta panels with stylized columbines between the 1 2 "d stories; these panels are monochromatic on the side elevations, and blue and white on the front (west) elevation. The front extending wings of the "H" plan do not have any fenestrations. There are two entries on either side of these extensions, with deeply recessed openings featuring shallow-arched spandrels of blue & white terra cotta decorations. The double metal entry doors are not original, and feature multi-paned transoms above. The cornice is marked by protruding terra cotta molding and coping. F/oral motifs are placed at regular intervals along the lower cornice. The central bay on the facade has a terra cotta parapet with shields, and lower terra cotta parapets are above each front entry. Extending fo the rear of the original portion is ashallow-pitched gable roof auditorium wing with parapet end. Attached on the north by a flat roof brick connection is a 2-storyaddition (1956). It features an "interrupted" folded p/ate roof, with clerestory windows on the north edges and diamond-shaped windows on the facade beneath the eaves. The wall material is Light red brick and metal panels, with meta! louvers over the windows. The original louvers on the 2 "d story windows have been removed. Attached to the front of the original school building is a 2-story flat roof brick addition (1970). Constructed of cream brick matching the original, it sits on brick columns and is open on the first level with paving below. The columns extend above fo form pilasters dividing the second story. This addition is attached fo the original building at both ends through second story doorways. Between the pilasters are recessed brick panels or groups of 1/1/1 windows. A (final (tat roof addition connects the original portion to the 1956 addition and extends to the rear. It is two stories and is constructed of light red brick. 22. Architectural style/building type: Late t9pand early 20~century revivals/schoolhouse 23. Landscaping or special setting features: Set on an approximate 8.4 acre site, with a small grassed median with sidewalks and tined with deciduous trees is on the west; a small paved seating plaza is on the southwest; a paved parking lot on the south; two half-basketball courts and two tennis courts on the southeast; ar~d large fields on the east, with addition parking set on the hill to the east. 24. Associated buildings, features, or objects: Basketball courts, tennis courts. IV. ARC.'H/TF.C'TCIRAL /I1.STORY 25. Date of Construction: Actual: 1923-1924 (original); 1956 (north addition); 1970 (west addition}; 1983/1990 (rear addition) Source of information: "Casey Junior High School" clipping files; Carnegie Branch Library for Local History, Boulder Public Library System; telephone interview with Don Orr, BVSD, 8 June 2006. 26. Architect: Robert Fuller (original); Milo Ketchum (1956}; Atchison, Kloverstrom & Atchison (1970) Source of information: "Casey Junior High School" clipping files; Carnegie Branch Library for Local History, Boulder Public Library System; telephone interview with Mark Ketchum, Structural Engineer, 29 December 2005, by Deon Wolfenbarger. 27. BuiiderfContractor: A. Danielson & Son (original); Faith Contracting Co. (1970) Resource Number: 5BL5911 w Address: 2410 13 Street Source of information: "Casey Junior High School" clipping files; Carnegie Branch Library for Local History, Boulder Public Library System. 28. Original owner: Boulder School District Source of information: "Casey Junior High School" clipping files; Carnegie Branch Library for Local History, Boulder Public Library System. 29. Construction history (include description and dates of major additions, alterations, or demolitions): Original portion constructed 1923-1924. North addition built in 1956, west addition completed in 1970; rear addition 1983 or 1990. See also Item 21. 30. Original location X Moved Date of move(s): V. HISTOItIC~iL ~1SSOC/ATIONS 31. Original use(s): School 32. Intermediate use(s): School 33. Current use(s): School 34. Site type(s): School building 35. Historical background: Boulder voters approved a bond issue in 1921 to construct the last intermediate school in the city. At the time, some members did not approve of the term Junior high, " so the new school built on fhe north side of Boulder was called "Northside Intermediate School. "Robed Fuller, noted Denver architect, submitted plans on 20 December 1922, and construction began in 1923. The building was completed at a cost of $182, 889. The school opened for the fall term in 1924 with almost 400 students enrolled. Susan Lovelace was chosen as the first principal, amid some controversy as she did not meet current standards for training ofprincipals. However, she was favored by citizens, and inspired both feathers and students to work on projects beautifying fhe schools and grounds. She also started an 'open door" policy, where anyone was allowed to attend special classes even if they were not officially enrolled. Besides academic classes, Northside offered comprehensive courses in manual training and home economics. In 1944, it was renamed "Casey Junior High" in honor of William V. Casey, who for over forty years had been Boulder's Superintendent of Schools. An addition was built on the north in 1956 ata costof $358,777. It was designed by internationally renowned engineer Milo Ketchum; his son considers this as one of his father's five most significant designs, noted for its folded plate roof. /n 1970, the addition to the front of the building was completed at a cost of $324,061; if was designed by the Denver architectural firm of Atchison, Kloverstrom & Atchison. Other work at the school includes a study in 1945 by S.R. DeBoer regarding the grounds; bonds in 1948 for the purchase and development of a playfield site; bonds in 1951 for the modernization of lighting in the classrooms; and construction of a rear addition in 1983 or 1990. It is the oldest "middle" school building in Boulder, and dates back to the inception of the intermediate school system in the city. 36. Sources of information: "Casey Junior High School"clipping files; Carnegie Branch Library for Local History, Boulder Public Library System; telephone interview with Mark Ketchum, Structural Engineer, 29 December 2005, by Dean Wolfenbarger; telephone interview with Don Orr, BVSD, 8 June 2006, by Deon Wolfenbarger. Resource Number: 5BL5911 m Address: 241013 Street Vl. SIGNIFICANCE 37. Local landmark designation: Yes Na X Date of designation: _ Designating authority: Resource Number: SBI.5911 n Address: 2410 13 Street 38. Applicable National Register Criteria: - A. Associated with events that have made a significant contribution to the broad pattern of our history; B. Associated with the lives of persons significant in our past; - C. Embodies the distinctive characteristics of a type, period, or method of construction, or represents the work of a master, or that possess high artistic values, or represents a significant and distinguishable entity whose components may lack individual distinction; or D. Has yielded, or may be likely to yield, information important in history or prehistory. Qualifies under Criteria Considerations A through G (see Manual) Does not meet any of the above National Register criteria Boulder Standards for Designation: 1. Historical Significance LDate of Construction LDistinction in the development of the community of Boulder LRecognition by Authorities LAssociation with historical persons or events Architectural Significance LArtistic merit LRecognized period or style Indigenous qualities LArchitect or builder of prominence LExample of the uncommon Other, if applicable Environmental significance Site characteristics Compatibility with site LGeographic importance Environmental appropriateness Area integrity Other, if applicable 39. Area(s) of significance: Education; architecture; engineering 4Q. Period of significance: 1924-195b 41. Level of significance: National _ State -Local 42. Statement of significance: Significant under National Register criterion A in the area of Education, as the first and oldest extent intermediate school building in Boulder. Under criterion C, it is significant as a good example of the work of a master- Denverarchitect Robert Fuller, and in the area of Architecture as an early eentury revival style school building; the terra cotta panels featuring the Colorado state flower are noteworthy. The 1956 addition is also significant as the work of a master -internationally renowned Denver engineer Milo Ketchum, and in the area of Engineering as an excellent example of a folded plate roof building. For local designation, in addition to the applicable National Register areas of significance, the school is in Resource Number: 5BL5911 Address: 2410 13 Street historically and environmentally significant for its role in file development of the north side of Boulder, and architecturally significant /or its artistic merit and as an example of the uncommon. Resource Number: 5BL5911 Ih Address: 241013 Street 43. Assessment of historic physical integrity related to significance: The 1970 addition to the front negatively impacts fhe building's historic integrity, and therefore the ability of the building to confer its physical appearance from its period of significance (t 924- 1956). However, this addition is only attached to the front elevation by two walkways on the second story, and appears to have minimally impacted the historic physical materials of the school. Removal of the 1970 addition would warrant a re-evaluation of the building's integrity and eligibility, both for National Register and local designation. VII. NA TIONAL REG/STER ELIGIBILITYASSESSMENT 44. National Register eligibility field assessment: Eligible ~ Not Eligible X Need Data _ 45. Is there National Register district potential? Yes _ No X Discuss: Surrounding area was not included in this survey. Visual inspection indicates a mixture of nonhistoric residences, health care, and school buildings. If there is National Register district potential, is this building: Contributing _ Noncontributing N/A 46. If the building is in existing National Register district, is it: Contributing ^ Noncontributing N/A V11/ RECORDING INFORMA TION 47. Photograph numbers: Negatives filed at: City of Boulder Planning and Development Services PO Box 791 1739 Broadway Boulder, CO 80306 48. Report title: Casey Middle School Resurvey 49. Date(s): June 12, 2006 50. Recorder(s) :Dean Wolfenbarger (completed for) 51. Organization: City of Boulder Planning and Development Services 52. Address: PO Box 791 1739 Broadway Boulder, CO 80306 53. Phone number(s): (303) 441-1880 Resource Number: 5815911 Address: 2410 13~~ Street Photos Front & side elevation: 1924 original portion and 1970 addition; looking NE Front elevation; 1956 addition, 1924 original portion, & 1970 addition; looking ELSE Resource Number: 5B15911 ih Address: 241013 Street Front elevation; looking SE Rear elevations; looking W/NW Resource Number: 5BI5911 Address: 2410 13 Street Front elevation; details; looking E Resource Number: 58L5911 Ih Address: 241013 Street Original 1924 school building, ca. 1945. Courtesy Carnegie Branch Library for Local History, Boulder Public Library System 1956 addition, ca. 1960. Courtesy Carnegie Branch Library for Local History, Boulder Public Library System Resource Number: 5Bt5911 N Address: 2410 13 Street AT'"TACHMENT C ' CITY OF BOULDER IAJJt2tW: Landmarks Preservation Advisory Board _ ~ 1739 Broadway, Third Floor • P.O. Box 791, Boulder, Colorado 80306-0791 ~!f phone 303-441- 1880 • fax 303-449-3241 • email: plandevelop@bouldercolorado.gov www.ci.boulder.co.us/pwplan/ October 4, 2006 Mayor and Members of the City Council, Pursuant to City Council's suggestion at the September 19 City Council meeting, Tim Plass, Chair of the Landmarks Preservation Advisory Board (LPAB) met with Dr. Helayne Jones, President of the Board of Education, to discuss the fate of Casey Middle School and whether alternatives to demolition could be pursued. In addition, the board toured the facility with representatives from the school district on September 27 and a representative of the district came to the October 4 LPAB meeting. At the site tour, BVSD staff indicated that the bond issue required demolition of the school, while Dr. Jones represented that there was flexibility to look at potentially preserving portions of the historic building. The Landmarks Preservation Advisory Board respectfully requests that the Boulder City Council obtain clarification from the Board of Education regarding this matter and that the school district investigate the possibility of incorporating historic portions of the school into any new construction, rather than summary demolition, as is indicated in the Facility Master Plan. These options may include the preservation of selected (portions, sections) of the original 1924 school, with or without the retention of some interior portions of the buil,~iing. The Landmarks Preservation Advisory Board appreciates the Boulder Valley School District's tour of the building, and clarification of the decision making process surrounding the proposed demolition of Casey Middle School. It is however, concerned as to the fate of the school. The Facility Master Plan states that the school will be demolished, while the oral statements given by School District staff and Board members have indicated that there is a possibility that certain elements of the historic school may be preserved, and that a design advisory team will be convened to explore retaining portions of the building. The Landmarks Preservation Advisory Board recognizes the many challenges the School District faces in upgrading the building to meet current middle school design standards, but is concerned that the decision to demolish all of the original 1924 Casey Middle School has been made without analysis or examination of whether the existing 1924 building can be rehabilitated to meet those standards. The Landmarks Preservation Advisory Board urges the City Council to request that the Board of Education clarify this issue by issuing a public statement committing to explore the potential of preserving portions Boulder's first intermediate school. Boulder has a proud tradition of preserving its historic schools and providing a bridge from its rich past to the future. Respectfully submitted by the members of the Landmarks Preservation Advisory Board, Tim Plass, Chair Leland Rucker, Vice Chair Nancy Kornblum Leonard May Kirk Watson (4/9/2007) Carl Castillo -Use of EETforCasey ATTACHMENT D From: "Historic Boulder" <director@historicboulder.org> To: <council@bouldercolorado.gov> Date: 412/20073:59 PM Subject: Use of EET for Casey Middle School Attachments: ENB -16- 1_Historic_Preservation.pdf; casey.ppt April 2, 2007 The Honorable Mark Ruzzin, Mayor Members of the Boulder City Council P. O. Box 791 Boulder, Colorado 80306 RE: Use of Educational Excise Tax for Casey Middle School Dear Mayor Ruzzin and Members of Council: Historic Boulder, Inc. [H B] writes this letter urging the City Council not to permit use of the city's educational excise tax [EET] for construction of a new Casey Middle School unless the historic portion of the school is preserved. Our position is based upon: [1] LEED (Leadership in Energy & Environmental Design) certification currently does not adequately recognize the environmental benefits of historic buildings although this may be changing; [2] Casey Middle School is a classic example of Collegiate Gothic architecture eligible for local landmarking and probably eligible for National and State register designation if its unfortunate 1970s library addition on its front were removed; and [3] a new building set back from the street is inconsistent with Boulder planning. Initially we want to remind the Council of HB's longstanding involvement with public school issues. HB's 1971 formation was due in substantial part to the Boulder Valley School District's [BVSD] desire to eliminate from its holdings two historic schools. [The other reason was the city's planned demolition of the Union Pacific Depot.] Highland School, ultimately purchased by HB from the BVSD becoming HB's first offices, had been placed under contract with a developer planning to demolish it. Central School at 15th and Walnut, com pleted in 1873 and at that time the oldest brick school in Colorado, was demolished by the BVSD in the middle of the night without notice. Public school buildings have remained prominent in HB's activities. For (4/9/2007) Carl Castillo -Use of EET for Casey Middle School Pag:eJJ example, in 1982 HB raised private funds and used donated labor to reconstruct and mount a replacement bell tower on Whittier School. School bell tower reconstruction on Mapleton, Lincoln and now planned on Washington school followed HB's lead. In various ways HB supported the landmarking of Whittier and University Hill elementary schools and recently advocated for the preservation of Washington School. Additionally it has carefully watched and participated in discussions during recent years of closing Boulder High School for a replacement school on the city's fringe. In its 2006 bond issue the BVSD advocated to the community that it desired funds to build a green school building to replace the existing Casey Middle School. Now we learn that the BVSD did not mean that bond issue funding would build a LEED certified school. Although HB concurs with the BVSD that a green building is not necessarily a LEED certified building, we have heard from community members believing they were misled on that issue. Current LEED criteria do not adequately recognize the environmental benefits of preserving historic buildings, although this is changing as we will describe below. The United States Green Building Council [USGBC] developed LEED criteria in 1999 geared to new office building construction. Subsequent to that time there have been three revisions to the new construction criteria, and a major overall of the new construction criteria is currently underway. The criteria that apply to renovation of historic buildings are unfortunately the same as for new construction under the current iteration and give only 1.2 points for saving 75% of a building's exterior shell [or 1.3 points for saving all of the shell) with perhaps an additional point if one successfully argues that saving a historic building is innovative, innovation being defined as an item not covered by LEED criteria. LEED new construction criteria actually give more points [3.1 or 3.2, depending on whether the total reuse cost is 5% or 10% of total project cost] for using salvaged materials from other buildings than for retaining building materials existing in a building. Additionally, LEED criteria give 5.1 or 5.2 points [depending on whether 10% or 20% of a building is constructed with local or regional materials manufactured and harvested locally) for using new local materials but no additional points [beyond the 1.2 or 1.3 points for saving a percentage of the exterior shell] as a result of preserving the local materials from which in tact historic buildings are constructed. For your information, historically Boulder boasted several brickyards from which its historic buildings obtained their bricks. Our comments are not a criticism of the concept of energy efficiency criteria in general. In fact HB applauds efforts to increase energy efficiency of buildings that renders them more sustainable. Statistics show that currently the nation's most energy efficient buildings were built prior to 1920 when air flow issues were part of the architecture. Buildings as a whole have become increasingly less energy efficient from that time forward (4/9/2007) Carl Castillo -Use of EET for Casey Middle School Page 3~ until the recent advent of green building that is a welcome trend. To its credit the USGBC has admirably responded to requests for a variety of types of certification during its short history, developing separate standards for operations and maintenance of existing buildings, commercial interiors, and core and shell projects. In a current pilot project, the USGBC is experimenting with criteria for neighborhood development encouraging mixed use transit-oriented development. We understand that the USGBC is also embarking upon a pilot project for LEED certification geared to health care institutions because current criteria render it difficult to achieve certification. [One should note that the USGBC's LEED certification is not the sole green-building certification program. However, it is the one that has caught~the public's attention.) Similarly, the USGBC has recently undertaken discussion with historic preservation groups, recognizing the types of inconsistencies outlined above. Preservation of existing buildings, and especially historic buildings, is a basic tenet of sustainability. Historic buildings are generally constructed of old growth forest lumber lasting forever if properly maintained. Additionally, historic buildings are typically constructed with high quality stone and brick derived from local sources. Preservation of historic buildings eliminates energy costs associated with the manufacture and transportation of new materials. As a result, the embodied energy of historic buildings resulting from their construction, believed to be about one-third of the tots{ energy cost of a building, is preserved. Another certification issue deals with the life cycle of materials. Many materials, including exterior materials, currently meeting LEED criteria have life expectancies of only 25 to 50 years because current LEED criteria do not consider this sustainability tenet. We understand that the revised new construction criteria may finally address this issue. As one can easily determine, LEED criteria are constantly changing and evolving as public input is received. What may be considered a LEED certified building today may be evacuated quite differently in a few years or even months. Additionally, we believe that the cultural benefit of preserving historic architectural masterpieces such as Casey, a wonderful 1924 example of Collegiate Gothic style architecture, is obvious. An early photograph of Casey is enclosed. The city's recently commissioned reevaluation of Casey indicated that if the unfortunate 1970s library addition on the front were removed-a task easily accomplished--its National and State register eligibility should be reevaluated as well, a strong statement regarding how that removal would effect its historic status. Casey's interesting history and importance to the community is too lengthy to include in this letter. However, some highlights include its construction following a 1921 bond issue for the first intermediate school in the city during a time when the concept of an intermediate or middle school was novel; design by a noted x(4/9/2007) CarlCastillc)-Use of EETfor c;aseyMiddle School Denver architect; and an open door policy permitting attendance in classes even if a student was not officially enrolled. In 1944 the school name became "Casey" to honor William V. Casey, superintendent for over 40 years. Colorado's current legislature recognizes the cultural value of historic buildings. One should note that pending Colorado House Bill 07-1146, with lead sponsors Representative Claire Levy and Senator Ken Gordan, exempts historically designated or eligible to designated properties from local government energy efficiency codes. Similarly, Colorado Senate Bill 07-051 regarding energy efficiency standards for new state construction and major renovations, also sponsored by Senator Gordon, exempts state-owned properties having historical significance. On a final note we understand that the BVSD intends to build a new school before demolishing the current building complex in order not to displace students. If that occurs, the 13th Street-scape will change remarkably, without a prominent building abutting the sidewalk, into a suburban type development in the core of our city. This is inconsistent with decades of Boulder city planning. HB urges the council to consider using the city's EET for Casey, pursuant to the BVSD's request, only if the original 1924 portion of the building is incorporated into the redevelopment scheme. This will accomplish multiple community goals of sustainable building, maintaining community character, and preserving a beautiful building the architecture of which can not be approached by new construction. We believe that is in the Council's purview to release these funds to the BVSD with conditions that will best serve community interests. We urge the Council to consider that the greenest building is the one that is already built, and that the moss environmentally responsible building material is the one that is not used. A building meeting current LEED certification standards is not necessarily the best environmental solution. For your information we are attaching a recent article from Environmental News entitled "Historic Preservation and Green Building: A Lasting Relationship. " If you have any questions, please feel free to contact us at 303.444.5192. Sincerely, (4/9!2007) Carl Castillo -Use of EET for Casey Middl- School ~ Page 51 Marcelee Gralapp and Susan Osborne Historic Boulder Co-Presidents cc: Dr. Chris King Helayne Jones Enclosures Re: PLAN-Boulder County letter to Boul, ATTACHMENT E Post Office Box 4682 Boulder, CO 80306 wsvrv.PLANBoulderCounty.org May 21,2007 Mayor Ruzzin and Boulder City Council Members, PLAN-Boulder County is concerned about the proposed use of Education Excise Tax (EET) dollars to encourage the Boulder Valley School District to develop the new Casey School at LEED Green Building standards. We support making Casey School, and all schools, as c?ergy efficient as possible. However, considering the passage last year of the City of Boulder Zcro Waste Resolution, we do not believe the City should inadvertently or purposely encourage demolition of the 1924 building. We believe the historically important 1924 building can and should be renovated to a high level of energy efficiency without creating the large amount of construction waste that derolition would produce. Consider the following excerpts: From the City of Boulder's Zero Waste Resolution, adopted May 2, 2006... avoiding the creation ofivcaste a• disan•dr in the•first place is the most economically of icient and envirorrmentally.rustaincrble resource nutrulgement strategy... City of Boulder-Waste Reduction Master Plan draft, f~ebniaty, 2006 ~lsigniftcantoutcome ofthevisionplcurningdiscussiortsistlu:recommerrdationthatasjundingbecon:escrvailable, eitherfi•onr new sourcesorthroughprogramserviceadjustments, thecityshouldinvestmore inwasteprevention.Thiscoctldtakethe forrrrofeducation, operations and/or legislation in order to appropriately shift more emphasis to the top ofthe waste hierm•chy: Reduce. We believe that any motion to assign EET dollars to encourage high environmental standards for the new Casey school should be very carefully worded and considered. 4Vc note that LEED standards (http://www.usgbc.org/DisplayPage.aspx?CMSPageID-221 <http:/hvww.usgbc.orglQisplayPage.aspx?C:MSPageiD=221=) are available for existing buildings and should be applied to Casey renovations. The 11.S. Green Building Council {USGBC) has studied the applicability to historic buildings and has included the following statement- Applicability of LEED-EB tv Historic Buildings The flexibility afforded by the LF.F.U Rating 5'ystem allowsfor the applicability to historic buildings. LE.F.D-EB is a perfor-mcmce not prescriptive standard. Provirferl the building meets all I,F,ED-EB Prerequisites, certification can be achieved by demonstrating achievement ofany combination o/32 credits (40% ofthe 85 points). During the developrrrent o/LGED-F.B, the ZI.S. Depcrrtrnent ofthe Interior's Standards jor Ti-eatrnent ofNistor-ic Properties were reviewed and no direct conflicts were identrfied. We support Historic Boulder's position that this historic school should he preserved and renovated for a broad variety of cultural and societal reasons, but we also believe the loss of historic architechtre and the waste stream created by demolition of Casey would be environmentally unsound and in direct conflict with Boulder's Zero Waste Resolution We urge you to link any City allocations of Educational Excise Tax finids to preservation of the 1924 building and renovation to meet LEED Existing Building standards with at least a silver rating. Thank you for considering these important actions. Sincerely, Pat Shanks, Chair file://C:\Documents and Settings\castcl\Local Settings\"1'etnplXPgipwise\46541695COBOIISI0013U6I30... 5/23/2007 ATTACHMENTF WEEKLY INFORMATION PACKET MEMORANDUM TO: Mayor and Members of City Council FROM: Carl Castillo, Policy Advisor Susan Richstone, Acting Long Range Planning Division Manager David Gehr, Assistant City Attorney DATE: January 4,2007 Information Item: History ofthe Requirements Related to the Expenditure SUBJECT:" and Administration ofthe City's Education Excise Tax Revenue EXECUTIVE SUMMARY: In May of this year, the Boulder Valley School District ("BVSD"~ requested that the City of Boulder consider expenditures ofits education excise tax ("BET") revenue; for various projects. Council considered these requests in concept at its July I8 business meeting and also discussed the general topic of EET expenditures at its breakfast meeting with the School Board on August 10~'. Pursuant to Council direction, on August 8 citystaffinetwithBVSD staffto discussthe proposal to use EET funds for athleti- field lights for Bquldcr and fAirview High Schools. City staff described the needed information necessary for a full analysis of the proposal prior to .bringing it back for Council's consideration. Staffthen received a letter from BVSD concerning the EET (Attachment A, Letter to City Manager dated October 31, 2006) and responded with requests for additional information (Attachment B, Letter to Superintendent dated November 27,2007). City staffis currently scheduled to meet with BVSD staff on January 9, 2007, to discuss the pending requests. Soon afterwards, city staff expects to convene Counyil's School Issues. Committee to update them on the progress ofthese discussions and to then follow-up with the full Council as appropriate. In light ofI3VSD's pending requests, some Council Members have asked for inform-tion on the history bfthe F.F,T and, speciCcally, the expectations and requirements associated with the administration and expenditure ofthe revenues when the tax was first passed in 1994. The below information is provided as a response to that request. The memo concludes with a summary of next steps and decisions available to Council on how to administer and expend EFT revenues in general and specific to the pending BVSD requests. HISTORY OF CITY OP BOULDER EDUCATION EXCISE TAX REVENUE: • Consideration ofa School Impact Fee On July 19, 1993, BVSD formally requested that the city take steps appropriate to implement a school facilities impact fee (Attachment C, Letter to Mayor Durgin dated July l9, 1993). On August3,1993,CityCouncil endorsedthe concept ofschoolimpactfees anddirectedstaffto iThebalance oftheEETfund as ofUcccmbcr4,2006,was$3,527,615. prepare an intergovernmental agreement with BVSD for the administration of those fees. According to the minutes from the August 3, 1993 council meeting, the proposed fee at that time was being considered "specifically for middle and elementary schools and did not include high schools or centralized facilities." The city did not pursue an impact fee for various reasons. Chief among them was an inability to achieve consensus among Local conununities to initiate a funding strategy. According to a memo from then City Attorney Joe de Raismes to City Co-cii dated August 30, 1994, legal precedent required that local conununities collect a uniform impact fee rate across the school district to ensure that the impact fee that one community collected was not subsidizing school construction to satisfy the facility needs that residential development in other communities was creating. In addition, aDougias CountyDistrictCourtdecisionchallengedtheauthority oflocalcommunities to collect impact fees for school financing purposes. The decision held that Douglas County was preempted by the State School Finance Act from imposing a school impact fee as a condition of a building permit or a certificate of occupancy. Further, the District Court held that counties do not have express or implied authority to impose such fees. Consideration ~fEducationczl Excise Tax , BVSD unsuccessfully attempted to pass a $36 million bond measure in November of 1993. Funding from that measure would have covered the cost of future school facility needs from 1993 throughtheyear2000.. Againstthebackdrop ofthatfailedmeasure,BVSDaslcedlocal coirununities to revisit the issue of school impact fees. After discussions among local community representatives, it quickly became apparent that it would be near impossible to broker an agreement to collect the required uniform impact fees among all communities within BVSD. However, legal counsel for these communities made, some suggestions concerning alternative funding mechanism. One suggestion waS an education excise tax on new residential development. This alternative was seen as advantageous because it allowed communities to asses the tax at 'any rate they felt was appropriate without concern for maintaining uniformity with other communities. It also allowed the communities the flexibility , to determine how they would appropriate the revenue they collected. On August 3U, I994, Council passed Ordinance Number 5662, which referred Ballot Tssue 2D to the citizens of Boulder. Kelevant portions of that ordinance are reproduced below: WIIE.REAS, the city council is ofthe opinion that an education excise tax should he unposed in lieu ofa school irnpactfee, previoarsly endorsed by the council, andexpendedforeducatiortrelatedpurposes orforprvpertytaxcredits to offsetfuture education taxes, but without dedication ofthe tux. NOW 7HEREFORF,, Section 2. The official ballot punch card and the offrciul absentee ballot shall state SHALL CITY OF BOULDER TAXES BE INCREASED BY UPI'O ~3, 000, 000 ANNUALLY (IN THF. FIRST YEAR) BY IMPOSING AN F,'DUCATION EXCISE TAX ONNEW RES'IDEIVTIAI. DEVF.1.OPMENT IN THF' AMOUNT OF UP TO $3.43 PER S'OUARE F00T OF HABITABI E FLOOR AREA FOR EACH NEW RESIDENTIAL. DWELLING UNIT AND 01%POTENTIAL HABITABLE FLOOR AREA FOR EACH NEW MOBILE HOME PAD, and in connection therewith SI-TALL THF, FULL PROCEEDS OF SUCH TAXES AT SUCH RATES BE COLLECTED AND ,SPENT, TOGETIII;R WITKANYEARNINUS THEREON, WITHOUT LIMITA170N OR CONDITION, AND WI1 ROUT LIMITING THE COLLECTION OR SPF,ND.NG OF ANY O1'l1ER REVF,NUF.S OR FUNDS BY THF, CITY OF BOLiWL'R, UNDER ARTICLEX, SECT ION 20 OF .THF' COLOKAUO CONSTITUTION OR ANYOTHER TAW? . [Emphasis -ddedl The language emphasized above, relating to how the revenue from the tax was to be used, was intentionally made flexible in part to address the potential limitations that had been imposed by the Douglas County District Court decision. According to a summary of a statement made by then City Attorney Joe de Raismes, as .captured in the minutes of the August 30, 1994 Council discussion of the EET, the intent ofthe tax was that "it he used in a flexible way to deal with the impacts of schools by new residential constructibn.,,2 During that same meeting, in response to a question by Mayor Durgin on what level of school would be built and the purview of the city to give feedback in that regard, the minutes summarized the following response from then City Attorney de Raismes: Mr. de Raismes said it is the inten[ion that the City hill collect this mvney and keep it in an interest bearing account. The City will then detenrrirte how to spend the money. Ii will never be In the coffers ofthe School Dtstr"1Ct trrltll the City artd the School District reach an agreement about haw the money is to be used. • Post-Ballot Measure On November 8, 1994, Ballot Issue 2D was approved by the voters. On April 4, 1995; in order to implement t:he }_L"I', the City Council approved a conforming ordinance, known as Ordinance No. 5689. According to that ordinance, the intent ofthe tax was codified in the city code as follows; At the Ume BVSD expected that it would be necessary to consu•uet new school buildings in North Boulder io meet capacity needs at the elementary and secondary school levels. 3-11-1 LEGISLATIYEIN'IENT 1T /S THE PURPOSE` OF THIS CHAPTER 'I'O PROMOTE THE DEVELOPMENT OI' PUBLIC EDUCATIONAL FACILITIES ArVD SERVICES IN THE CII Y. REVENUE'S FROM THE TAX, TOGF, TILER WITH ANY EAKNINGS TIIEREON, SHALL BE DEYUSI:IED IN A DESIGNA "lED A CC,'O UIVT OF' THE GENERAL FUND AN:U SHALL "1'IIF,REFORE BE AVAII;ABI.El0 PAY FOR .TILE' GENERAL. EX}'E'NSES OF GOYERNMEN'THOWEYER, ALTHOUGtI7f11; ClTYCOUNCIL RECOGNIZES 'THAT IT CANNOT BIND FUTURE CITY COUNC.'ILS, 1T NONETHELESS DECLEARES I7;S INTENTION THAT TIIF, RF. VENUE GENERATED 13Y THE EDUCATION EXCISE TAX BE APPROPRIATED BY FUTURE CITY COUNCILS ORJLY FOR IsDUCA1'IONAL RELATED PURPOSF,'S, INCLUDING, WI'II/OUl LIMI'1'fITION, DEVELOPMEN'1'OFPUBLICEDUCA77ONAL 1~~1CILITIESAND SERVICES OIZ 7AX RI;'FUNDS OR SETOFF S RF,LATING THERETO. [Emphasis Added] IntheApril4, 1995staffinemofor Council'sconsideration ofthisresolution, staffprovided Councilwithalist ofsome,butnotall, oftheoptionsrelativetodisposition ofthesefimds. Staff listed: ('I) Direct Dispersal to the School District; (2) Constn~etion of School Facilities in Boulder, and; (3) Property Tax Rebate. Staffs memo oti this point did not make a recommendation but concluded by stating "Future City Council bodies will need to make decisions regardingthismatterinlight ofavariety offactors,including theconditionofschool facilities in Boulder and the City's relationship with the School District." Pursuant to the implementing ordinance, the EET became effective on Apri14, 1995, at the rate of $0.95 per square foot of floor area, up to a cap of 6,000 square feet. 'I'bis amount was set based on an analysis of the relative financial impact ofnew residential development on BVSD facilities. That amount has since been adjusted annually based on the Consumer Price Index. The rate as of2006 was $1.1 I . While BVSD originally expected that the E1;T revenue would be necessary to construct new school buildings in North Boulder, since the ballot measure passed, declining enrollment combined with openenrollmc:nt haveresulted in North Boulder student growth being accommodated through available capacity in schools throughout the city. The only expenditure of EET funds approved by Council since the city began collecting the tax in 1995 was $1,898,000 for the installation of synthetic ,turf at Boulder and Fairview High Schools on March 4,2003. On June 3,2003, out of concern for the lack of criteri!i b_y which to consider future requests, the City Council approved the following policy guidelines for future use of Education Excise 1'ax revenues: 1. EET revenues .shall he cased for capitul expenditzrres only, crud 1701 for operutiorca! e~penclitures. 2. SET revenues may be used to: • help fund facilities needed to serve new growth • improve or•re110vate existingfacilities • enhance the viability ofexistingfacilities, including recreationalfacilities • fund tax refunds or set-offs relating tv education purposes • purchase properties tv preserve them for fitture educational proposes 1 EE7'revemses shall be .expended in a munner that supports both Boulder valley .School District and city gf73vulder needs and objectives. 2 EET revenues shall be programmed for expenditure as part of the city's C'apilal Improvement Programming process. 7~ic intent is that fitrtds will be used for large capital expenditures chat exceed $I, 000, 000 and will be prograrnmedfor expenditure vn art infrcquertt basis. These guidelines were passed after Council's experience with the process used for the first expenditure of funds and during atime of controversial school closures within the city. At its July 18, 2UU6 business meeting, Council indicated that ii would support re-examining the need to tie EI;T requests with the city's Capital Improvement. PrograITiIIling process as described in # 4 above. Not addressed in these policy guidelines is the issue ofhow such requests for expenditures would come forward. However, the history ofthe F.Is'T suggests that such requests would normally be proposed to the city by BVSD. NEXT STEPS: As highlighted above, Council has substantial flexibility in choosing how to administer the expenditures of the city's EET. While past Council's have imposed certain limitations, the current Council is entirely free to undo such limitations and/or establish a new processby which II~T expenditure and administration decisions are made. As directed by Council during its July 18, 200E business meeting, staff anticipates bringing the request for >?ET expenditures for athletic field lights back to the full Council as soon as the requested information (highlighted in Attachment B) necessary for evaluating that request is received. Staffwill also use that opportunity, as directed by Council, to suggest alternatives to the currently adopted requirement thatEET expenditures be tied to the city's Capital Improvements Programming Process. As discussed in Attachment A, BVSD is also requesting using EET funds to secure LE3~D certification for the rebuilding of Casey Middle School. hnmediately after the January 9 meeting with BVSD staff, city Staffwill convene Council's School Issues Con~rnittee to determine how and when it would be appropriate to have Council consider that request within the time frame necessitated by the proposal. ATTACHMENT G Gerding Theater at the Armory Overview • Location: Portland, OR • Building type(s): Assembly • Renovation of a 1891 building • 55,000 sq. feet (5,110 sq. meters) • Project scope: a single building • Urban setting • Completed September 2006 • Rating: U.S. Green Building Council LEED-NC, v.2jv.2.1--Level: Platinum (53 points) Now occupied by the Portland Center Stage theater company, the Gerding Theater is listed on the National Register of Historic Places. The Romanesque Revival bUildingA¢*•which features narrow gun-sight windows and a 100' x 200' clear space spanned by arching Douglas fir trussesA¢**was originally constructed in 1891 to house local units of the Oregon National Guard. To fit 55,000 it2 of program space in a 20,000 ft2 footprint while preserving the existing roof, the Photo credit: Brian Libby project team excavated 30 feet into the ground. To seismically brace the structure and acoustically isolate two performance spaces, the team built a concrete box inside the existing shell via two 14-foot- wide doors. The immensely challenging process was likened to building a ship inside a bottle. This project was chosen as an Honorable Mention in the AIA Committee on the Environment Top Ten Green Project Awards for 2007. It was submitted by GBD Architects, Inc., in New York City. Additional project team members are listed on the "Process" screen. Environmental Aspects Reusing an existing building conserved not only the embodied energy of the existing brick, stone, and wood trusses but also the craftsmanship of the unique faAfA§ade. The team minimized the use of finish materials to conserve resources and reinforce the character of the original building. New materials were selected for their regional availability, recycled content, and low chemical emissions. Accessible by public transportation, the theater also features showers and changing areas for employees who commute by bicycle or foot. A park alongside the building offers outdoor seating and native vegetation. The site also features pervious pavers, increasing stormwater infiltration. Rainwater captured from the roof is used to flush toilets and urinals. The rainwater harvesting system, lack of a permanent irrigation system, dual-flush toilets, and fow-flow showerheads and faucets combine to reduce the project's demand for potable water by 88%. The building is connected to an efficient district-chilled-water plant, and chilled beams are used to cool the building. Hot water can also be circulated. Displacement and underfloor ventilation were installed in the lobby and main theater. Advanced glazing maximizes daylighting while minimizing winter heat loss and summer heat gain. Indifferent parts of the building, lighting is controlled by photosensors, occupancy sensors, and dimming switches. Owner & Occupancy • Owned by Portland Historic Rehabilitation Fund, Corporation, for-profit • Occupants: Corporation, nonprofit • Typically occupied by 30 people, 40 hours per person per week; and 650 visitors per week, 2 hours per visitor per week Keywords Integrated team, Green framework, Green specifications, Commissioning, Transportation benefits, Indigenous vegetation, 5tormwater management, Water harvesting, Efficient fixtures and appliances, Drought-tolerant landscaping, Passive solar, HVAC, Lighting control and daylight harvesting, Efficient lighting, Benign materials, Recycled materials, Local materials, Certified wood, C&D waste management, Daylighting, Ventilation effectiveness, Noise control, Low-emitting materials next topic: Process Last updated: 4!23/2007 Our thanks to the U. S. Department of E1l~t~~~;`~~al Building Museum for cosponsoring AlA this program, and to 8uildingGreen, Inc. for hosting the submission and judging forms. For more information about the AIA/COTE Top Ten Green Projects, contact AiA/COTE. For help on how to use this Web site, contact Jessica Boehland. A©2005 The American Institute of Architects, All Rights Reserved. ~9;i Jain the AIA : ~1. 1'• t..l ? (;1 iii+;2111'Ia' 1'` ltbout lls l Advor:aey l Awards i r areer i enter I Contract Documents I Edutaliun I Events I Find an Architect I PressJNews I Store Al3E~DA iT~A;G ?AG~~~ Gerding Theater at the Armory Team & Process Predesign Built in 1891 to house local units of the Oregon National Guard, the Portland Armory is listed on the National Register of Historic Places. Through most of the 20th century, the Armory hosted tennis matches, championship wrestling, the Chicago Symphony, and a variety of other public events and celebrations. For the last 30 years of its life, the Photo credit: Portland Historic Rehabilitation Fund Armory had functioned as a warehouse for the adjacent Henry Weinhard Brewery, which was bought by a developer, along with the surrounding blocks, after the brewery was sold and moved out of state. The new owner placed the building on the National Register and explored different uses while developing the five-block Brewery Blocks project into what has become a successful mixed-use urban development project. As the Pearl District surrounding it was transformed, the old landmark seemed destined to become a commercial concernA¢"*or to be torn down complete{y. Several tenants considered the Armory space, but none was an optimum fit. The Portland Center Stage theater company had been looking for a new space with a more intimate feel and recognized the potential of a single-room, near-windowless space at the heart of an emerging downtown district. The organization embraced the challenges of this adaptive reuse and the integration of sound green design principles. Design Theater design consultants recommended expanding up to create afull-height fly loft. That would have interfered with the projec;t's historic roof shape, however, so the team opted for the more expensive option of excavating into the ground. In assessing the mission of the project and fundraising feasibility, environmental responsibility was quickly recognized as both an essential driver of the theater design and a statement about the growing companyA¢**s relationship to its community. A historic building renovated to LEED Platinum standards would offer a space that was more human, more intimate, and uniquely A¢*D(FA"Portland 10-7.5-3 Mandatory Green Building Requirements. rQ~? . 'ng to t#at-fhe-b~+ild+r}g-~:~eFe-~er~y-ef#t . . ai^^ rr,^°+~ +ti„ .,,;flim-regi++remel~ts-ef rte. a~~~-8--~4eterna#aenal-€ cY-r~+ifer-r~en#s: (a) Energy Efficiency Applicants for new construction must show energy efficiency compliance through the Home Energy Rating System (HERS). Applicants for remodels and/or additions must choose between showing energy efficiency compliance through the HERS process for the entire structure, or meet fhe above-code energy efficiency requirements of table 1A as per the International Energy Conservation Code (IECC) for the remodel and/or addition area only. Table 1A lists the HERS and above-code energy efficiency requirements for different sizes of projects. HERS index results that are lower than the minimum required index can be applied to the Green Points requirements specified in Table 2. TABLE 1 -Tiers for Energy Efficiency Thresholds ~'ie-o~R~ojest i safe-Faetage I €nergy-Elf+siencTy-T#reshelds-Above-Cede Alew-Geastrdstio~ - - i - - alp-to-~8A9 84-pe+-.sea~~ofe-enef EGC 1-- - - - - ~3-00-1-589 ~ 50 perms°^+ ^~^r° ° ~r efficient than 2006 IEGG - - _ - - 5;990?--a~+d--up 7~er6e~t-n}ere-eaeFg~effieient-tklara--2-006-IE--SS . M+~BwetGngs I A~pl+es-to'atl 39-pereenn °~'isier?t-than-X986-tE~ TABLE I A Tiers for Enerav Eft-~<fenc~ Thresholds and Eduivalent HERS Index T.tx of •roim klwre footaSe Rtrtvirttl tN6 taaea Fntrgy Effuitncy ipreshotGi Atw.t Code N!w .;on:R.K4m I Ip b 3.(iq d _rb : fql h! .Jt, hA~.ln.l, hi! UwelAn~ AF41ir, ro.+l y:R, 'l;,t rtl: rt~an..a-r is a~r<he~i;11 eo .f.: doy HFi: rinn:i urnL~ing FrcM;d k~ nwltl.Owtlling KU}!at: Mtn~rt r.~~1Jl,uitt ..I IA tlils u.:9M,. Remodel and/or addition up to 3,000 85 30% 3,001 to 5,000 70 50% 5,001 and up 60 75% "The city manager is authorized to develop a HERS rating sampling protocol for multi-dwelling projects to ensure compliance with this section. (b) ~'~'^'°ec~y-HERS Index Rating. A new dwelling shall be evaluated using the Home Energy Rating System {HERS). The HERS rating will be used for the verification of energy performance of new construction. A HERS rating shall be performed by a rater accredited by the Residential Energy Services Network (RESNET). (c) Energy Audit. An applicant for a building permit for an addition to a dwelling or a remodel of a dwelling shall be required to obtain an energy audit. The applicant shall provide proof of the completion of the energy audit with a building permit application. The energy audit of the house shall quantify the annual energy performance of the building according to generally accepted standards for energy audits approved by the city manager. An energy auditor an optional HERS rating report will indicate how efficiently the building is operating and where inefficiencies are occurring. (d) Lighting Efficiency. Prior to final inspection for an addition to a dwelling or a remodel of a dwelling the applicant shall install energy efficient lamps (light bulbs) with a luminous efficacy of 40 lumens per watt or above in at least 50 percent of the existing home's light fixtures. (e) Direct Vent Furnace. When the scope of the work of an addition to a dwelling or a remodel of a dwelling requires replacement of a furnace, the furnace shall be replaced with a direct vent unit that has a minimum 90 percent AFUE. (f) Construction Waste Recycling. An applicant for a building permit for a new dwelling or an addition to a dwelling shall demonstrate that a minimum of 50 percent of construction waste is recycled. Waste diversion calculations and tracking spreadsheet form must be provided at project completion which shows that the minimum recycling requirements have been met. No person shall fail to complete the diversion calculations and tracking spreadsheet or recycle construction waste as required by this section. (g) Demolition Management. An applicant proposing to demolish more than 50 percent of exterior walls shall demonstrate through a deconstruction plan that at least 65 percent of material by weight from deconstruction of the existing structure, including concrete and asphalt, will be diverted from the landfill. Verification of deconstruction plan compliance must be provided prior to final inspection. No person shall fail to follow or otherwise implement an approved deconstruction plan. (h) Demolition limits for remodel and addition category. Projects which involve demolishing the provisions for living, sleeping eating, cooking and sanitation so that the structure remaining after the demolition does not meet the International Building code (tBC) definition of dwelling unit must meet the new construction requirements. Ordinance No. 7565 (2007)