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045 of 2017 - Building Benchmarking and Transparency Ordinance 0 17-1 0 17-10 SALT LAKE CITY ORDINANCE No. 45 of 2017 (Building Benchmarking and Transparency Ordinance) An ordinance enacting Chapter 18.94 of the Salt Lake City Code, to improve market transparency and recognition of energy efficient large municipal and private buildings through a requirement for building energy benchmarking and disclosure. WHEREAS, the City Council finds that enacting the ordinance set forth in Chapter 18.94 furthers the health, safety, or welfare of the citizens of Salt Lake City; and WHEREAS, with Salt Lake City's projected population increase, energy efficiency of buildings is important for long-term sustainability and conservation of our natural resources is important for long-term utility savings; WHEREAS,the U.S. Department of Energy and U.S. Environmental Protection Agency recognize that the average commercial building wastes approximately 30% of the energy it consumes; WHEREAS, energy efficiency is a widely recognized cost-effective strategy to reduce energy waste in buildings, therefore making wise use of energy resources, lowering associated local pollution emissions and greenhouse gas emissions, and lowering utility costs; WHEREAS, numerous leading businesses and organizations throughout Salt Lake City have demonstrated commitment to benchmarking and implementing energy efficiency improvements and this ordinance seeks to recognize their leadership and encourage greater participation in these best practices; WHEREAS, as an outcome of Sustainable Salt Lake: Plan 2015 sustainability goals, Salt Lake City was selected as a participating city in the City Energy Project to further energy efficiency and find solutions to cut energy waste, boost local economies, and reduce pollution. WHEREAS, according to Envision Utah's Your Utah Your Future survey report Salt Lake City residents identify poor air quality as both the number one environmental concern and the area where the least progress is being made and an air pollution-reduction strategy supported by the majority of Utahns, including residents of Salt Lake City, is to, "Retrofit ...buildings to significantly improve their energy efficiency"; WHEREAS, in April 2016, the American Lung Association ranked the Salt lake City- Provo-Orem area as having the 83rd worst annual particle pollution out of 171 monitored metropolitan areas, and as having the 6th worst short-term particle air pollution among 186 monitored metropolitan areas; WHEREAS, according to the Utah Division of Air Quality, air pollution emissions from commercial buildings make up 3.9% of the total Wasatch Front air pollution on a typical winter day or six tons per day of nitrogen oxides (NOx) emissions; WHEREAS, according to Lawrence Berkeley National Laboratory, building tune-ups represent a highly cost effective strategy to improve building energy efficiency with an average simple payback of 1.1 years; and WHEREAS, as Utah's capital city, Salt Lake City is taking the lead on implementing this strategy to improve city-wide efficiency through adoption of market-based policies and programs; WHEREAS, on July 12, 2016, the Salt Lake City Council and Mayor Jackie Biskupski formally adopted a Joint Resolution to transition the Salt Lake City community to 100 percent renewable electricity sources by 2032, to reduce 80 percent of Salt Lake City's carbon emissions by 2040, and to achieve these goals through energy efficiency as an important cost-effective measure to achieve these goals; 2 WHEREAS, recent economic and statistical analyses based on data from other cities across the nation found that building energy benchmarking and transparency policies are strongly correlated to energy savings in large commercial buildings; NOW, THEREFORE, be it ordained by the City Council of Salt Lake City, Utah: SECTION 1. New chapter 18.94, of the Salt Lake City Code shall be, and hereby is enacted to read as follows: Chapter 18.94 Commercial Building Benchmarking and Market Transparency Sections: 18.94.010 PURPOSE. 18.94.020 SCOPE. 18.94.030 DEFINITIONS. 18.94.040 SUMMARY OF BUILDING ENERGY PERFORMANCE REQUIREMENTS AND INITIAL COMPLIANCE DATES. 18.94.050 BENCHMARKING AND BENCHMARKING SUBMISSION REQUIRED. 18.94.060 BUILDING ENERGY PERFORMANCE TRANSPARENCY. 18.94.070 PROVIDING BENCHMARKING INFORMATION TO THE PROPERTY OWNER. 18.94.080 TUNE-UP EVALUATIONS REQUIRED. 18.94.090 NOTIFICATION. 18.94.0100 VIOLATIONS AND ENFORCEMENT. 18.94.0110 APPEALS PROCESS. 18.94.010 PURPOSE. The purpose of this chapter is to promote long-term economic development in Salt Lake City through the enhanced energy efficiency of existing commercial buildings, and to reduce local air pollution and greenhouse gas emissions resulting from energy consumption in such buildings through increased energy efficiency,by requiring certain non-residential buildings to benchmark and report energy consumption and investigate opportunities to implement cost-effective building energy tune-ups. Promoting and recognizing efficient buildings will contribute to a cleaner environment and a more efficient use of energy resources. 3 18.94.020 SCOPE. The provisions of this chapter apply to buildings and building owners as follows: A. All buildings owned by the city, that are not used for residential purposes, wastewater reclamation plants, or for heavy manufacturing purposes as defined in chapter 21A.62.040, with 3,000 square feet or more of Gross Floor Area; provided, however, no building with less than 22,000 square feet of Gross Floor Area shall be subject to the provisions of Section 18.94.090. B. All other Governed Buildings or Campuses of buildings that are not used for residential purposes within Salt Lake City's geographic boundaries, where at least one of the buildings is comprised of at least 25,000 square feet of Gross Floor Area. To the extent a Governed Building contains elements or uses that are not included within the definition of a Governed Building under this ordinance, the square footage of Gross Floor Area of such elements or uses shall be excluded from the square footage of Gross Floor Area of such building and shall not be considered a part of the Governed Building for purposes of this ordinance. C. Exemptions 1. Governed Buildings that are new construction and the Certificate of Occupation was issued less than two years prior to the applicable deadlines; or 2. Governed Buildings that do not have a Certificate of Occupation or temporary Certificate of Occupation for all 12 months of the calendar year being benchmarked; or 3. Governed Buildings where a full demolition permit has been issued for the prior calendar year, provided that demolition work has commenced, some energy-related systems have been compromised, and legal occupancy is no longer possible at some point during the calendar year being benchmarked; or 4. Governed Buildings, including individual buildings or structures, that do not receive utility services; or 5. Any of the following: a property or building that is not assessed ad valorem real property taxes by Salt Lake County, houses of worship, apartments, agricultural storage facilities and greenhouses, buildings used for heavy manufacturing purposes as defined in chapter 21A.62.040, oil and gas production facilities, buildings that contain a movie/television/radio production studios, soundstages, broadcast antennae, data center, or trading floor that together exceed 10% of Gross Floor Area; D. Governed Buildings do not include properties owned by state or federal government. 4 18.94.030 DEFINTIONS. A. "Base Building Systems" means a building assembly made up of various components that serve a specific function and that are controlled and operated by the Owner or designee, including: 1. The building envelope; 2. The HVAC (heating ventilating and air conditioning) systems; 3. Conveying systems; 4. Electrical and lighting systems; 5. Domestic hot water systems; B. "Benchmark" means to track and report the total energy consumed for a Governed Building for the previous calendar year and other descriptive information for such building as captured by the Benchmarking Tool. Total energy consumption may not include separately metered uses that are not integral to building operations, such as broadcast antennas and electric vehicle charging stations. C. "Benchmarking Submission" means a subset of: 1. Information input into the Benchmarking Tool; and 2. Benchmarking information generated by the Benchmarking Tool. D. "Benchmarking Tool" means the Energy Star Portfolio Manager or any replacement tool adopted by the U.S. Environmental Protection Agency, and any substantially similar tool approved by the Director. E. "Building ID Number" means the identification number that is unique to a Governed Building. F. "Building Management System"means a computer-based system that monitors and controls a building's mechanical and electrical equipment, such as HVAC, lighting, power, fire, and security systems, including an energy management system, incorporating interior temperature sensors and a central processing unit and controls, which are used to monitor and control gas, steam and oil usage, as applicable. G. "Campus" means a collection of two or more buildings where at least one of the buildings has at 25,000 square feet of Gross Floor Area or more and that act as a single cohesive property with a single shared primary function, and are generally owned and operated by the same party. 5 H. "City Property" means all buildings owned by the city, that are not used for residential purposes, wastewater reclamation plants, or for heavy manufacturing purposes as defined in Chapter 21A.62.040. I. "Department" means the Salt Lake City Department of Sustainability. J. "Director" means the Director of the Salt Lake City Department of Sustainability. K. "Energy Star Score"means the 1-100 numeric rating generated by the Energy Star Portfolio Manager tool. L. "Energy Star Portfolio Manager"means the tool developed and maintained by the U.S. Environmental Protection Agency to track and assess the relative energy performance of buildings nationwide. M. "Financial Hardship" means a property that: 1. Had arrears of property taxes or water or wastewater charges that resulted in the property's inclusion, within the prior two years, on the city's annual tax lien sale list; or 2. Has a court appointed receiver in control of the property due to financial distress; or 3. Is owned by a financial institution through default by the borrower; or 4. Has been acquired by a deed in lieu of foreclosure; or 5. Has a senior mortgage subject to a notice of default. N. "Governed Building" means all stand-alone and enclosed buildings used or occupied for a commercial use, including: 1. Banking/financial services; 2. Stand-alone data centers; 3. Education (including K-12, daycare, pre-school, vocational school); 4. Entertainment/public assembly (including convention centers, gyms, movie theaters, performing arts, meeting halls, recreation centers); 5. Food sales and services (including restaurants, supermarkets, grocery stores, convenience stores); 6. Healthcare (including hospitals, medical offices, senior care communities, assisted living and nursing care); 6 7. Lodging (including hotels, motels); 8. Mixed use; 9. Offices; 10. Retail (including retail goods establishments, retail service establishments, department stores, mass merchandising stores, specialty stores, enclosed retail malls and shopping centers); 11. Technology/science (including data centers and research facilities); 12. Warehouses, distribution, and package delivery facilities; O. "Gross Floor Area"means all gross floor area, which is the area included within the exterior walls of a building or portion thereof, including mezzanines, enclosed interior balconies, enclosed porches, basement floor area, penthouses, attic space having headroom of seven feet (7') or more, and interior connected floor area devoted to accessory uses. Gross Floor Area does not include balconies, patios, crawl spaces, courts, convertible indoor/outdoor space, parking or loading areas, and covered walkways. P. "Heavy Manufacturing" means the same as defined in chapter 21A.62.040. Q. "Occupancy" means the physical occupancy of a unit or space by an occupant or a Tenant. R. "Owner" means any of the following: 1. An individual or entity possessing title to a Governed Property; 2. The net lessee in the case of a property subject to a triple net lease with a single Tenant; 3. The board of managers in the case of a nonresidential condominium; 4. An agent or party duly authorized to act on behalf of the owner. S. "Persistent Commissioning"means an ongoing process of comparing data obtained through the Building Management System with analytic models; identifying problematic sensors, controls and equipment; and resolving operating problems, optimizing energy use and identifying retrofits for existing buildings. T. "Shared Benchmarking Information" means any descriptive information identifying Governed Buildings with Energy Star scores above 50, and any portions of the Submitted Benchmarking Information that Owner elects to be posted publicly on the Department's website. 7 U. "Submitted Benchmarking Information"means whole-building information generated by the benchmarking tool and descriptive information about the Governed Building and its operational characteristics, which is submitted to the Department. The information shall be limited to: 1. Descriptive information a. Property address; b. Primary use type; c. Gross Floor Area; 2. Output information a. Site electricity consumption (kWh); b. Site natural gas consumption(therms); c. Site energy use intensity (site EUI); d. Weather normalized source energy use intensity (source EUI); e. Total annual greenhouse gas emissions; f. Water use per gross square foot (if available); g. The Energy Star Score, where available; and 3. Comparable information based on updates/revisions to Energy Star Portfolio Manager. V. "Tenant"means a person or entity occupying or holding possession of all or a portion of real property, or all or a portion of a Governed Building pursuant to a rental or lease agreement. W. "Tune-Up Evaluation" means a utility sponsored retro-commissioning process that systematically evaluates Base Building Systems and identifies improvements to achieve optimal building performance. This includes planning, investigation, and documentation to optimize operation, maintenance and performance of the facility and/or its Base Building Systems and assemblies. X. "Tune-Up Evaluation Report" means a report certified by the Tune-Up Professional demonstrating that a Tune-up Evaluation was conducted through a utility-sponsored tune-up incentive program. 8 Y. "Tune-Up Professional" means an individual or entity approved or utilized by local utilities to provide tune-up evaluation services or who possesses other substantially similar credential to perform a Tune-Up Evaluation required by this ordinance. 18.94.050 SUMMARY OF BUILDING ENERGY PERFORMANCE REQUIREMENTS AND FIRST COMPLIANCE DATES. Submitted Shared Date when first Benchmarking Frequency of Properties Benchmarking Information Tune-Up Tune-Up Information Evaluation Report Due Made Publically must be filed Evaluation Available City Property May 1,2018 Sept. 1, 2018 May 1, 2020 Prior to Dec. 31 of every fifth year Governed Building (50,000 square Prior to Dec. 31 feet of Gross May 1, 2019 Sept. 1, 2020 May 1, 2021 of every fifth year Floor Area or larger) Governed Building (25,000 square Prior to Dec. 31 May 1, 2020 Sept. 1, 2021 May 1, 2022 feet of Gross of every fifth year Floor Area or larger) 18.94.060 BENCHMARKING AND BENCHMARKING SUBMISSION REQUIRED. A. Governed Buildings and City Properties shall be Benchmarked annually for the previous calendar year according to the following schedule: 1. Each City Property shall be benchmarked no later than May 1, 2018, and every May 1 thereafter. 2. Each Governed Building with a gross floor area of 50,000 square feet or more shall be benchmarked no later than May 1, 2019, and every May 1 thereafter. 3. Each Governed Building with a gross floor area of 25,000 square feet or more shall be benchmarked no later than May 1, 2020, and every May 1 thereafter. B. Below is a summary table of the first Benchmarking Submission compliance dates: 9 Properties Benchmarking Submission by Building Owner City Property May 1, 2018 Governed Building (50,000 square feet of Gross Floor May 1, 2019 Area or larger) Governed Building (25,000 square feet of Gross Floor May 1, 2020 Area or larger) C. Benchmarking shall be performed and/or verified by the Owner. D. Before making a Benchmarking Submission the Owner shall run all automated data quality checker functions available within the benchmarking tool, and shall correct all missing or incorrect information identified. E. If the current Owner receives notification from the City that any information reported as part of the Benchmarking Submission is inaccurate or incomplete, the information so reported shall be amended in the benchmarking tool by the Owner and the Owner shall provide an updated Benchmarking Submission to the Director within 60 days of the notification. F. EXCEPTIONS: 1. Governed Buildings whose average Occupancy throughout the calendar year for which benchmarking is required is less than sixty percent (60%); or 2. Governed Buildings under Financial Hardship; or 3. Due to special circumstances unique to the applicant's facility and not based on a condition caused by actions of the applicant, strict compliance with provisions of this ordinance would cause undue hardship or would not be in the public interest; or 4. An Owner is unable to benchmark due to the failure of either a utility provider or a Tenant (or both) to report the information necessary for the Owner to complete any benchmarking submittal requirement. G. For properties qualifying for these exceptions, the Owner shall file documentation, in such form and with such certifications as required by the Director, with the Department in the year prior to the due date for the Benchmarking Submission, establishing that the Governed Building qualifies for such an exception. H. A randomly-selected subset of Benchmarking Submission not to exceed 10% of the total Benchmarking Submissions completed in a given year may be subject to verification by the city. Such reviews shall be conducted in a way so as to preserve the anonymity of individual properties and shall be conducted at no cost to the Owner. I. An Owner may make a claim of confidentiality for any Submitted Benchmarking Information pursuant to the limitations under state law. 10 18.94.070 BUILDING ENERGY PERFORMANCE TRANSPARENCY. A. The city shall make accessible to the public the Shared Benchmarking Information for the previous calendar year. 1. For each Governed Building with a Gross Floor Area of 50,000 square feet or more, on or about September 1, 2020, and on or about each September 1 thereafter. 2. For each Governed Building with a Gross Floor Area of 25,000 square feet or more, on or about September 1, 2021, and each September 1 thereafter. B. The Department may, upon request, make available the Submitted Benchmarking Information for the previous calendar year for an individual City Property or Governed Building. 18.94.080 PROVIDING BENCHMARKING INFORMATION TO THE PROPERTY OWNER. A. Each Tenant occupying a Governed Building shall, within 60 days of a request by the Owner and in a form to be determined by the Director, provide all information that cannot otherwise be acquired by the Owner and that is needed by the Owner to comply with the requirements of this ordinance. 18.94.090 TUNE-UP EVALUATIONS REQUIRED. A. Tune-up evaluations are required for Governed Buildings and City Properties that are eligible for participation in a utility-sponsored tune-up incentive program, as determined by the utility offering the incentive program and that have an Energy Star Score of 49 and below. Implementation of tune-up measures in addition to evaluations is encouraged but not required. B. The Owner shall conduct a Tune-Up Evaluation of the Base Building Systems of a qualifying Governed Building and file a Tune-Up Evaluation Report prior to December 31 of the year in which the tune-up evaluation is being performed. The initial reporting year shall be determined by the last digit of the property's tax ID number as illustrated below, and subsequent tune-up evaluation shall be completed and tune-up evaluation Reports filed every fifth year thereafter: Last digit of 50,000 25,000 square tax ID square feet feet & above number & above of of Gross Floor Gross Area Floor Area 0 2021 2022 1 2021 2022 2 2022 2023 11 3 2022 2023 4 2023 2024 5 2023 2024 6 2024 2025 7 2024 2025 8 2025 2026 9 2025 2026 C. The Owner shall submit the Tune-Up Evaluation Report to the city. D. EXCEPTIONS: Tune-Up Evaluations are not required if any of the following are met: 1. If the Governed Building is less than 5 years old; or 2. If a registered design professional or Tune-Up Professional certifies that: a.The Governed Building has an Energy Star Score of 50 or above for the year prior to the first tune-up due date or for at least two of the three years preceding the due date of the Governed Building's Tune-Up Evaluation Report. b.There is no Energy Star rating for the building type and Owner submits documentation that the Property's energy performance is better than the energy performance of an average building of its type for two of the three years preceding the due date of the Governed Building's Tune-Up Report. c.The Governed Building has received certification under the most recent LEED 2009 rating system for Existing Buildings or Operation and Maintenance, or Existing Buildings Version 4 rating system or future iterations of LEED published by the U.S. Green Building Council or other substantially similar rating systems for existing buildings, for at least two of the three years preceding the due date for the Governed Building's Tune-Up Evaluation Reports. d. The Governed Building has performed a Tune-Up Evaluation within the past 5 years prior to the Tune-Up Evaluation due date. 3. If the Governed Building has a Persistent Commissioning program in place. 4. For properties qualifying for these exceptions, the Owner shall file documentation, in such form and with such certifications as required by the Director, with the Department in the year prior to the due date for the Tune-Up Report, establishing that the Governed Building qualifies for such an exception. E. A randomly-selected subset of Tune-Up Evaluation Reports not to exceed 10% of the total Tune-Up Evaluation Reports completed in a given year may be subject to verification by the 12 city. Such reviews shall be conducted in a way so as to preserve the anonymity of individual properties and shall be conducted at no cost to the Owner. 18.94.90 NOTIFICATION. A. Between January 1 and March 1 of each year during which an Owner is required to provide a Benchmarking Submission, the Director shall notify these Owners of their obligation to Benchmark performance for the previous calendar year through whatever means the Director so chooses. 18.94.100 VIOLATIONS AND ENFORCEMENT. A. If the Director determines that an Owner has failed to comply with the requirements of this ordinance or the Owner submits incomplete or false information,the Director may issue up to three written notices of noncompliance to the Owner, allowing Owner to cure such noncompliance within 90 days after each notice of violation. After the third written notice of violation, the Director may impose a fine of up to $500 per violation thereafter not exceeding a total of$1,000 annually. 18.94.110 APPEALS PROCESS. A. Any Owner affected by the Director's determination related to that Owner's property regarding enforcement of this ordinance may request, within thirty (30) days of Owner's written notification of the Director's determination, in writing filed with the Department, an appeal hearing before the board of appeals and examiners, established under this Chapter. SECTION 2. Effective Date. This Ordinance shall become effective on the date of its first publication. Passed by the City Council of Salt Lake City, Utah,this 29th day of August , 2017. CHAIRPERSON ATTEST AND COUNTERSIGN: Sa ke Ci Record is Office CITY RECORDER Transmitted to Mayor on August 30, 2017 • 13 Mayor's Action: Approved. Vetoed. 11'644441)46( AYOR APPROVED AS TO FORM: ITY RECORDER Salt Lake City Attorney's Office �yPiGTh 4, Date 23 (SEAL) `' ,,� > Sign * �; a�i egan ePaulis *tq• Senior City Attorney it'RA'MS�� Bill No. 45 of 2017. Published: September 10, 2017 • HB_ATTY-#63311-v 1-ORDINANCE_-_Benchmarking_(FINAL).docx 14