SR-512-002 (5)
EPWM:CP:SM:GR\EPD\INNOVGRANT.DOC
Council Meeting: March 23, 2004 Santa Monica, California
TO: Mayor and City Council
FROM: City Staff
SUBJECT: Approve Selection Criteria for the Innovative Technology Grant Program
INTRODUCTION
This report recommends that City Council approve the proposed selection criteria to be
used to evaluate Innovative Technology Grant Program applications.
BACKGROUND
The Innovative Technology Grant Program, approved by City Council on January 13,
2004, is intended to encourage developers and property owners to incorporate energy
efficiency and urban runoff technologies into projects that perform beyond City
requirements. Grant amounts are $5000 or half of the system cost, whichever is less,
funded by the Energy Efficiency/Conservation Fund. Council asked staff to return with
defined selection criteria for award of grants. This report describes the eligibility
requirements, selection criteria, and approval process that will be used to award the
Innovative Technology Grants.
DISCUSSION
Innovative Technology Grants will be awarded to projects that meet the City?s eligibility
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requirements and score the highest number of points after being evaluated against the
acceptance criteria. The top two scoring projects for each review period will be
awarded a grant.
Eligibility Requirements
Project Type
All new and existing commercial, mixed-use, affordable, industrial, institutional and
multi-family buildings greater than two units will be eligible to apply for Innovative
Technology Grants. All new construction multi-family (greater than two units), mixed
use, commercial, institutional, or industrial buildings must also be registered with the
U.S. Green Building Council for LEED certification to be eligible to apply for a grant.
The purpose for requiring LEED registration for these new buildings to be eligible is to
ensure that the Innovative Technology Grants do not reward projects that are otherwise
environmentally irresponsible.
Maximum Grant
No single property may be granted more than one (1) Innovative Technology Grant for
energy efficiency and one (1) Innovative Technology Grant for urban runoff mitigation.
Application Date
Only projects that apply for a building permit after the start date of this program are
eligible. The start date will be 30 days following Council approval of the selection
criteria (April 23, 2004).
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Application Acceptance Criteria
Projects will be scored on a 100-point scale according to the criteria listed below.
There are two project categories: energy efficiency technologies and urban runoff
mitigation technologies. Properties applying for both urban runoff mitigation and energy
efficiency innovation grants must submit a separate application for each grant and will
be reviewed independently.
Prerequisites
Uniqueness
The project must propose a unique application that has not been previously funded by
the Innovative Technology Grant program or the application of a previously funded
technology in a different building type.
Minimum Score
The project must score a minimum of 50 total points with no score of zero in any one of
the categories below.
Selection Criteria
Effectiveness: 50 Points
The effectiveness of the systems or technologies at reaching the desired goals within
the selected category, as outlined below, will be a primary criterion for awarding grants.
System effectiveness is defined below.
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Urban Runoff Mitigation
Minimum Requirement: Harvest first 3/4" of all storm events for infiltration or detention,
and remove 100% of trash/debris, 50% of sediments, and 70% of free oil/grease from
said storm event. The project should decrease amount and improve quality of urban
runoff. Additional points will be awarded for increasing the effectiveness of water
infiltration or detention up to a capacity equal to 5-year (30 points), 10-year (40 points),
and 20-year (50 points) storms.
Energy Efficiency
Minimum Requirement: The proposed energy efficiency technology/system must
perform at least 20% better than a Title 24 baseline system. (This 20% improvement
in performance is on an individual system and therefore does not have any direct
correlation to the City?s current green building code energy requirements for overall
building energy efficiency.)
The project must reduce demand for energy. Submissions will be evaluated based on
the amount of energy they save over a Title 24-compliant system. See Performance
Levels document (Attachment A) for instructions on how to document the improved
performance of the proposed system over the baseline. Performance Levels are based
on baselines defined in Title 24. If baseline values are not available for a particular
system, national energy code baselines are used.
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State of the Art/ Suitable for Demonstration Project: 30 points
Projects will be evaluated for advancing technology, for applying existing technology in
an innovative manner, or for systems that have previously not been used in Santa
Monica.
Repeatable/ Promotional: 20 points
Projects will be selected based on whether the system or technology can be readily
repeated on other projects in Santa Monica. The potential of a project to generate
interest in and promote adoption of environmentally friendly building practices will be
considered in selecting grantees.
Requirements of Grant Recipients
Grant applicants must complete the following requirements to receive their grant:
Deleted:
Sign Letter of Agreement that commits to:
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Allowing the City to evaluate the payback/ performance of the technology
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Cooperating in the creation of educational materials/ case study/ photos.
Provide verification of project completion:
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Final inspection by City inspector, verification by EPWM staff
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Submit receipts from project documenting the equipment cost of the project.
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Approval Process
1) Submit Application
Applications along with supporting documentation are to be submitted to the
City?s Green Building Program Advisor.
2) Review and Selection by Panel
a. Review. Completed applications will be reviewed by a committee made up
of three EPWM staff and two staff from local non-profit environmental
organizations. Review will occur on a semi-monthly basis.
b. Selection. The top two scoring projects that meet the prerequisite and
eligibility requirements in every review cycle will be awarded grants. Those
projects that have met the prerequisite requirements that are not selected in
the current review cycle will be rolled into the following cycle and compared
against the scores of those projects.
3) Selection
Upon selection, projects will be asked to submit a Letter of Agreement as
described in Requirements above.
4) Funding
a) Funds will be held in reserve for six months for retrofit projects and one year for
new construction or substantial remodels. If requirements are not met at the end
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of the fund reservation period, the funds will be forfeit. Extensions may be
granted by the selection committee if grantee presents a request providing
adequate justification.
b) Funds will be released upon completion of all requirements described above.
BUDGET/FINANCIAL IMPACT
Adoption of these criteria entails no budget/fiscal impact.
RECOMMENDATION
Staff recommends that City Council approve the proposed selection criteria to be used
to evaluate Innovative Technology Grant program applications as described.
Prepared by: Craig Perkins, Director, Environmental and Public Works Management
Susan Munves, Energy and Green Building Program Administrator
Greg Reitz, Green Building Advisor
Attachment A
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ATTACHMENT A
Performance Levels for Energy Efficiency Innovative Technology Grants
The following table provides the baseline values against which systems
proposed under the energy efficiency Innovative Technology Grants will be
measured. If the energy efficiency measures are related to lighting systems,
applicants must submit a Performance model of the system using the Energy Pro
Lighting Module. The lighting system efficacy will be measured against the Title
24 baseline default in Energy Pro for the selected building type. Any other
system that does not have an equivalent in the list below must be modeled in
Energy Pro showing its performance compared to the Title 24 baseline.
Performance Level Baseline Values Table
kBTUH EER
AIR Cooled AC
Split System AC <65 10.3
Packaged AC <65 10.3
Packaged AC >=65, <135 10.1
Packaged AC >=135, <240 9.5
Packaged AC >=240, <760 9.3
Packaged AC >= 760 9.0
Air Cooled HP
Split System HP <65 10.3
Packaged HP <65 10.3
Packaged AC >=65, <135 9.9
Packaged AC >=135, <240 9.1
Packaged AC >=240 8.8
Evaporative or Water-cooled
Packaged AC <65 12.1
Packaged AC >=65, <135 11.5
Packaged AC >= 135 11.0
Packaged Water-source
HP <17 11.2
Packaged Water-source
HP >=17, <135 12.0
Furnaces kBTUH AFUE
Small Central Furnaces <225 78%
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Chillers
Tons kW/Ton
Reciprocating All Capacities 0.837
Rotary Screw & Scroll < 150 0.790
Rotary Screw & Scroll >=150, <300 0.718
Rotary Screw & Scroll >=300 0.639
Centrifugal <150 0.703
Centrifugal >=150, <300 0.634
Boilers kBTUH EFF.
Steam Boilers <300 75.0%
Steam Boilers >=300, <2,500 75.0%
Steam Boilers >=2,500 80.0%
Water Boilers <300 80.0%
Water Boilers >=300, <2,500 75.0%
Water Boilers >=2,500 80.0%
Natural Gas Service Hot EF=.62 -
Water kBTUH Volume - (0.0019V)
Storage Type <=75 >=20
>75, <=155 All <4,000 78%t
>155 All <4,000 78%t
Instantaneous Type
EF=.62 -
<=200 - - (0.0019V)
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