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HomeMy WebLinkAboutagenda.council.worksession.202201101 AGENDA CITY COUNCIL WORK SESSION January 10, 2022 4:00 PM, City Council Chambers 130 S Galena Street, Aspen WEBEX MEETING INSTRUCTIONS WEBEX MEETING INSTRUCTIONS TO JOIN ONLINE: Go to www.webex.com and click on "Join a Meeting" Enter Meeting Number: 2555 964 0897 Enter Password: 81611 Click "Join Meeting" -- OR -- JOIN BY PHONE Call: 1-408-418-9388 Enter Meeting Number: 2555 964 0897 Enter Password: 81611 I.WORK SESSION I.A.Housing - Council Goal: Lumberyard Affordable Housing Design Process Update 1 Page 1 of 7 MEMORANDUM TO: Mayor and Council Members FROM: Chris Everson, Affordable Housing Project Manager THROUGH: Rob Schober, Capital Asset Director MEMO DATE: January 7, 2022 MEETING DATE: January 10, 2022 RE: Lumberyard Schematic Design Process Update #2 SUMMARY: The project team will present information about project-related topics including site scheme development, architectural precedents, community outreach results, sustainability recommendations, market study and unit mix recommendations, pathways forward, financial resources and implementation planning, ongoing areas of study, and land use actions in process. The project team is seeking Council direction for moving forward based on the specific request of Council described below. BACKGROUND: The packet for Council’s November 1, 2021 work session contained an exhibit which provided detailed background about project work prior to November 1, 2021. At the November 1, 2021 work session, Council agreed to the project values and vision statement. The project team presented four parking/site layout schemes - Pivot, Latch, Hinge, and Flange - and received direction to make modifications prior to seeking community feedback on the four schemes. Throughout December 2021, community outreach #4 included and a month-long survey and community feedback opportunity via the Aspen Community Voice website along with an in- person public outreach event held in downtown Aspen. REQUEST OF COUNCIL: Council is being asked to provide the following direction during the work session: 1. Can the team proceed with a ‘kit of parts’ approach toward a single site scheme based on Council input and the community input received? 2. Acceptance of how the design team will approach finalizing a unit mix moving forward 3. Adoption of baseline sustainability goals and direction to further explore sustainability ‘stretch goals’ 2 Page 2 of 7 DISCUSSION: Site Scheme Development: The design team has made minor modifications to the four site schemes based on Council input from the November 1 work session as well as related to additional design team stakeholder meetings and recommendations as noted. Those are described below, and this list also includes two impactful items from key referral agencies: • Provide an option for a parking structure along the highway • Provide better access to daylight where lacking • Modify underground parking ratios to be 73%, 56%, 40%, 0% • Increase open/green space where appropriate • Modification to Hinge buildings to soften the arrival at the site green space • Elevator access to upper-level units to maximize accessibility (CoA Building Dept.) • Improvements to fire truck access (Aspen Fire Protection District) During the work session, the team will walk through the modifications to the four site schemes and explain the refinements made and the impacts to the project where applicable. Architectural Precedent Study: A study of relevant architectural precedents will be presented. This will include existing precedents in Aspen and the surrounding area as well as an expanded view of pertinent precedents sampled from around the world, intended to help to illustrate the use of double-loaded corridor building types and breezeway-access building types as well as examples of similar size buildings with horizontal articulation and articulating roof elements. The architectural precedent study will conclude with a look at the potential to blend the base of buildings with the pedestrian streetscape with stoops, gardens, and foliage. Community Outreach Results: The team will review the results to date of Lumberyard community outreach #4 which was conducted throughout December 2021, including a public event held in downtown Aspen and a month-long survey and community feedback opportunity via the Aspen Community Voice website. Analysis will include applicability to project recommendations. Sustainability: The team will present the process by which project sustainability recommendations have been developed. This process began with a review of the City of Aspen’s climate action commitments and has been further developed through close collaboration with City of Aspen Environmental Health Climate Action staff and with representation from Aspen’s Community Office for Resource Efficiency (CORE). Project sustainability recommendations will be presented in the format of a baseline certification recommendation and recommended ‘stretch goals’ which will require further research in terms of 3 Page 3 of 7 feasibility. The team assembled a set of ‘must haves’ and ‘nice-to-haves’ as tools for identifying 10 big ideas that should be the focus of the project’s sustainability efforts: 1. Net zero on-site energy (or near net-zero) 2. 100% electric buildings (no on-site fossil fuels) 3. Minimum 15% full EV charging for parking spaces and additional 15% EV-ready spaces 4. Battery storage for partial site back-up power (See Resilient Design #6 below) 5. Equity in project design and in material sourcing 6. Resilient Design to prepare for increasing temperatures, wildfires, power outages, etc. 7. Healthy spaces, air filtration, ventilation, material selection, daylight, acoustics 8. Diversion of construction waste & on-site recycling and composting 9. Requiring third party commissioning and site verification 10. Metering of individual resident utility use This effort has included an extensive review of sustainability certification programs available, the opportunities and challenges associated with those certifications, and an analysis of the best possible fit(s) for this project. As a result of this effort, the project sustainability recommendations are outlined below: Recommended Baseline Sustainability Goals: • Certification to Enterprise Green Communities Plus, which includes WELL Certification (International WELL Building Institute - IWBI), and which is a prerequisite for many types of state and federal funding programs • Net Zero Energy Certification, under any of Passive House PHUIS+ Source Zero, ILFI Zero Energy Petal, Zero Carbon Petal, or DOE Zero Energy Ready Home Recommended Stretch Sustainability Goals: (require further research of feasibility) • Zero Carbon Certification o Embodied Carbon remaining o Put project on the map as a leader in carbon reduction • Living Building Challenge Petal Certification (ILFI Zero Energy Petal, Zero Carbon Petal) o Highest level of green certification o Easily tailored to affordable housing project o Push projects from being less bad to truly regenerative • Recycled water o Irrigation, flushing o Close to plant o Improves resilience 4 Page 4 of 7 Demographic Study and Program Unit Mix Recommendation: The attached Lumber Yard Demographic and Market Assessment was prepared by Economic & Planning Systems, Inc. (EPS) for the City of Aspen with the aim of providing recommendations on the unit and income mix for the Lumberyard affordable housing development. The report seeks to align the affordable housing development program based on analysis of income data for households throughout the Roaring Fork Valley (RFV) and job growth within Pitkin County. The study also examines demographic trends and condition along with other recent additions to the affordable housing supply in the RFV. The report reiterates the findings of the 2018 Greater Roaring Fork Regional Housing Study in terms of the overall scale of the affordable housing need and goes on to additionally conclude mainly the following: • There has been a decline in lower income households throughout the Roaring Fork Valley • Job growth in Pitkin County has been primarily in APCHA Category 3, followed by Category 2 • The project program mix should account for both of those The recommended unit and income mix includes a range of possibilities while maintaining a total of 310 housing units. The baseline recommendation considers a higher concentration of 1-bedroom units, while in the alternate unit mix, EPS recommends that the City consider including more 3- bedroom units in place of 1-bedroom units for the purpose of adding more bedrooms to the project while maintaining a total of 310 units and to house more 3-bedroom families or roommate arrangements. The recommended program unit mix range includes 310 total units apportioned as follows: • 212 rental units proportioned as 40% to 49% 1-bedroom units, 37% 2-bedroom units, and 14% to 24% 3-bedroom units, and across income levels distributed as 22% Category 1, 38% Category 2, 33% Category 3, and 7% Category 4 • 98 ownership units proportioned as 41% 1-bedroom, 43% 2-bedroom, and 16% 3-bedroom, and across income levels distributed as 23% Category 2, 34% Category 3, 26% Category 4, and 17% Category 5. The project team is seeking the ability to work within this range as an opportunity to optimize the project as the design process moves toward full schematic design. The program unit mix will be further refined throughout the remainder of the schematic design process and will be considered for final adoption at the conclusion of the schematic design process and will be included in the affordable housing development application. Pathways Forward: The project team has considered the Council direction to this point along with the feedback received from the community engagement efforts to date. The team will present the Site Matrix 5 Page 5 of 7 Comparison in which over 30 evaluation criteria categories have been developed from the input received. And the four site schemes - Pivot, Latch, Hinge, and Flange - have been ranked in each criteria category. Results and recommendations from this analysis will be presented and discussed. The project team is requesting Council agreement to proceed with a ‘kit of parts’ approach to continuing with the schematic design process toward a single site scheme based on the Site Matrix Comparison discussion. The proposed ‘kit of parts’ will be presented for discussion. This recommendation will primarily consist of utilizing the Hinge site layout and parking scheme as a baseline with proposed modifications and refinements which are consistent with Council and community feedback throughout the process. Proposed modifications and tools to be utilized in further developing the Hinge scheme will include techniques discussed during the precedents section of the presentation, including horizontal and vertical articulation, ground level softening and creation of neighborhood-like elements at the entry of the ground-level units. Financial Resources and Implementation Planning: The project team will review the scope of work and goals related to planning financial resources and the implementation of the development. This effort is being performed with the aim of informing a project implementation phasing plan that may likely be proposed to include an initial access and infrastructure project to be developed by the City of Aspen to prepare the site for development. This could potentially be followed by private development of two or three affordable housing implementation phases. Sources of state and federal funding will be targeted for applicability and potential use to help leverage the City’s investment, and the financial and development scope of study will be used to inform City RFQ/RFP efforts to solicit private development involvement, which could also include ongoing operations and management of housing facilities. This scope of effort will be equally useful should the City remain in the development role for the implementation of housing facilities. To develop an approach to the detailed effort with key City management staff, and with the aim of creating a plan that can be executed to implement the project, the project team has a meeting scheduled for January 11, 2022 with City of Aspen and APCHA management staff to review the financial resources and implementation planning scope of work and the associated project opportunities and challenges. Three such coordination meetings are proposed over the next six months. Progress updates and recommendations are expected from this effort. Ongoing Air Quality Study: City of Aspen Environmental Health Department staff have invested many hours of challenging, detailed cooperation with the Lumberyard project team. The project team is receiving assistance from the City’s Air Quality Program Manager, Jannette Whitcomb, in designing appropriate air quality monitoring, both short term and long term, at the Lumberyard housing project to provide additional air quality information to decision makers, the project design team as well as the community. With the assistance from the City’s air quality monitoring consultant, Air Resource Specialists, we are in receipt of a proposal for a 2022 wintertime VOC snapshot air quality study to improve knowledge on VOC levels during a worse case wintertime scenario. Staff is preparing to commission the study and will submit that for Council’s consent soon. 6 Page 6 of 7 Also, in 2022, the City of Aspen Environmental Health and Sustainability Department plans to expand Aspen’s air quality monitoring program into neighborhoods and outer portions of Aspen using low-cost fine particulate sensors. The first phase will be installing two sensors at the Lumberyard housing project site this January/February of 2022. Staff are currently identifying locations at or near the site for these sensors. This effort will be moving forward with the aim of informing the affordable housing development application, when appropriate. Ongoing Noise Study: The project team is utilizing the noise study information which was previously commissioned to develop noise mitigation strategies and is considering additional scope of study related to noise considerations at the project site. Ongoing Transportation Impact Analysis: On December 14, 2021, Council approved a scope of study with transportation consultant, Fehr & Peers, including a Level Two Transportation Impact Analysis (TIA) and a Transportation Demand Management (TDM) Study which are required for the land use application. The approved scope of work additionally includes analysis of transportation impacts around the AABC area and through the SH 82 corridor. This effort will be getting underway with the aim of informing the affordable housing development application, when appropriate. Land Use Actions in Process: The following two land use approval steps need to occur to make the Lumberyard project site ready for the affordable housing development application. These actions are underway as described below. • Annexation of Mini Storage Site: The land use application to annex the 3-acre Mini Storage site has been submitted to the City of Aspen Community Development Department and 7 Page 7 of 7 reviewed for completeness. Information about the schedule for the public hearing process will be available shortly. • Subdividing the Undeveloped Site: The undeveloped, developable portion of the adjacent Burlingame Lot 1A property needs to be subdivided so that it can be joined with the balance of the project site for development. The application for this action is being prepared. While the prerequisite actions described above are in process, the Lumberyard project team plans to continue to develop the schematic design for affordable housing development with direction from City Council and as informed by the community outreach to date. When City Council is satisfied with the resulting schematic design for affordable housing development, such information will be crafted into a development application and submitted for review and approval. The attached presentation slides contain both a short- and long-term project timeline. FINANCIAL IMPACTS: The 2022 project budget of $1,500,000.00 was approved by City Council. Ongoing financial impacts related to project design decisions are TBD. RECOMMENDATIONS: Staff recommends that Council consider the recommendations and provide the requested direction as recommended or as modified by a majority of Council. CITY MANAGER COMMENTS: EXHIBITS: Exhibit A – Presentation slides Exhibit B – Lumber Yard Market Assessment, Economic & Planning Systems, Inc. 8 ASPEN LUMBERYARD CITY COUNCIL WORK SESSION I JANUARY 10, 2022 9 ASPEN LUMBERYARD 2CUSHING TERRELL 4.0 TODAY’S DEEP DIVE 4.1 DESIGN 4.4 SUSTAINABILITY 4.2 SITE SCHEME DEVELOPMENT 4.5 DEMOGRAPHIC STUDY RESULTS 4.3 PUBLIC OUTREACH RESULTS 4.6 PATHWAYS FORWARD 4.7 FINANCIAL RESOURCES DISCUSSION 5.0 WHERE WE ARE GOING 3.0 VISION & GUIDING PRINCIPLES 2.0 WHERE WE ARE NOW 1.0 WHERE WE HAVE BEEN TODAYS TOPICS 10 ASPEN LUMBERYARD 3CUSHING TERRELL WHERE WE HAVE BEEN 11 ASPEN LUMBERYARD 4CUSHING TERRELL WHERE WE HAVE BEEN Recap of 11.01.2021 City Council Work Session Our Asks from the Meeting: • Reach agreement on Vision and definitions of guiding principles. • Provide feedback on additional explorations or metrics that will assist the council and community in evaluating success moving forward. • Confirm the range of parking alternatives presented today are reasonable for the council to allow the Design Team to present to the community for feedback. Our Takeaways / Tasks: • The Guiding Principles presented reflect project values: Prioritize Quality of Life through Livability, Green Space, Energy Efficiency, and Parking. • Actionable Feedback • Push buildings back toward Deer Hill • Make arrival into site more of a public space • Explore a scheme with a parking structure similar to those proposed in the site studies • Overall Hinge and Flange (with anticipated modifications) generally aligned more closely with the priorities • Community Feedback sought on modified versions of all four alternatives presented 1.0 22 SPACES 22 SPACES LATCHPIVOTHINGEFLANGE12 ASPEN LUMBERYARD 5CUSHING TERRELL TASK AT HAND Programmatic Elements • 10.5 Acre Site • Program of 310 Affordable Housing Units • High Density 30+ Units per acre • On-site resident parking for 432 cars • Combination of Rental and For Sale Units • Phased approach to construction over 10+ years • Sustainable and Resilient Design • Space for Childcare Center on Site • Trail Connectivity • Access to Daylight Views within Housing Units • A Public Transit Stop • Noise Mitigation to adjacent Highway & Airport • Elevator Access to Upper Level Housing Units • A Safe and Inviting Pedestrian Experience OUR CHALLENGES • Tight spacing between buildings, access to daylight • Concern about building scale, heights and orientation • Noise Mitigation • Elevator access to units • Innovation through modular design and sustainable building strategies • Demographics of target user mix (i.e. “who is this housing for?”) • Maintain a schedule for construction to begin in 2024 1.0 13 ASPEN LUMBERYARD 6CUSHING TERRELL WHERE WE ARE NOW 14 ASPEN LUMBERYARD 7CUSHING TERRELL What will be covered Our ask of you:• Address council’s concerns from the previous effort • Updates on Site Parking Scheme Development • Preliminary Public Outreach Results • An Overview of Sustainable Goal Workshops and Recommendations • An Overview on Demographic Studies and Recommendations on Unit Mix • Pathways Forward Scheme Development: • Can we proceed with a Kit of Parts approach to a single scheme based off of your input and community input? • Acceptance of how the design team will approach finalizing a unit mix moving forward. Sustainability: • Adoption of baseline sustainability program and approach to Net Zero • Acceptance of further exploration of Stretch Goals TODAY’S OBJECTIVES2.0 15 ASPEN LUMBERYARD 8CUSHING TERRELL Near-term Timeline Overall Development Timeline January 10, 2022 Present Public Outreach results to Council Mid January - December 2022 Land Use Entitlement Process and Planned Development Documentation Mid February 2022 Present Progress Update on Schematic Design to Council Mid March 2022 Present Final Schematic Design to Council Late March 2022 Post Final Schematic Design Package on Project Website April – September 2022 Design Development, Land Use Application and Preliminary Budgeting January 2023 – October 2023 Construction Documents October 2023 – January 2024 Bidding February 2024 Construction Start on First Phase 2.0 YOU ARE HERE 2005 2022 2023 2024 ... 20282027202520202019201620112007 City of Aspen Reserves Ability to Develop Housing at 3+ acre “Triangle Parcel” North of BMC West Use of Housing Funds to Purchase BMC West Property 4+ acres Annexation of BMC West Property into Aspen City Limits Lease Assumed by ProBuild/BFS, Extended through 7/31/2025 Community Outreachand Conceptual Design Process Begins Community Outreach, Conceptual DesignTarget of 310 Units,Purchase of 3-acre Mini Storage Property Complete Schematic Design, Submit Development Application forApproval Process Remaining Phases of Housing Construction and Occupancy TBDTarget for First Phase of Housing Construction to Start Target for Occupancy of First Phase of Affordable Housing PD Recording,Construction Documents,Building Permit Application Process Target for Access & Infrastructure Construction Start Parking Alternatives Analysis, Schematic Design Community Outreach, Mini Storage Annexation Application 2021 16 ASPEN LUMBERYARD 9CUSHING TERRELL ENGAGEMENT Public Stakeholder • December 15th afternoon and evening Public Engagement events at the Limelight Hotel - Featuring a Facebook Live Event • Ongoing online Survey available for public input until January 25th • Aspen Community Voice Project page provides project updates and solicits feedback • Next Chance for Engagement: Schematic Design posted to Community Voice Project page • City Engineering and Public Works • City Environmental Health and Sustainability Department Air Quality Climate Action Office Waste & Recycling • City Parks and Open Space • City Parking and Transportation • Community Development • Building Department/ Accessibility • Fire Marshall • APCHA Housing • Pitkin County Community Development • John McBride - Aspen Business Center • CORE • AVLT 2.0 17 ASPEN LUMBERYARD 10CUSHING TERRELL VISION & GUIDING PRINCIPLES 18 ASPEN LUMBERYARD 11CUSHING TERRELL We believe that a strong and diverse year-round community and a viable and healthy local workforce are fundamental cornerstones for the sustainability of the Aspen Area community. We are committed to providing affordable housing because it supports: • A stable community that is invested in the present and future of the Aspen Area. • A reliable workforce, also resulting in greater economic sustainability. • Opportunities for people to live in close proximity to where they work. • A reduction in adverse transportation impacts. • Improved environmental sustainability. • A reduction in down valley growth pressures. • Increased citizen participation in civic affairs, non-profit activities and recreation programs. • A better visitor experience, including an appreciation of our genuine, lights-on community. • A healthy mix of people, including singles, families and seniors. City of Aspen - 2012 Aspen Area Community Plan (Housing Section) Vision Philosophy 3.0 VISION 19 ASPEN LUMBERYARD 12CUSHING TERRELL 3.0 VISION The goal of APCHA is to provide affordable housing opportunities through rental and sale to persons who are or have been actively employed or self- employed within Aspen and Pitkin County, and that provide or have provided goods and services to individuals, businesses or institutional operations, within Aspen and Pitkin County (prior to retirement and/or any disability), and other qualified persons as defined in these Regulations, and as they are amended from time to time. Aspen/Pitkin County Housing Authority (2021 APCHA Housing Regulations) Mission Statement 20 ASPEN LUMBERYARD 13CUSHING TERRELL A stable, thriving affordable neighborhood. Pedestrian friendly, environmentally sustainable, connected, and welcoming. Looks, lives and feels authentically Aspen! VISION STATEMENT 21 ASPEN LUMBERYARD 14CUSHING TERRELL 3.1 COMMUNITY CONNECTION Defining Community Connection Successful neighborhoods are integrated into the fabric of their communities. A big part of this connection is ensuring ease of access to the diversity of modes of transit that already exist in Aspen. Having the ability to select the appropriate mode of transit based on weather, destination, purpose, or whim allows residents of the Lumberyard to leave their cars parked for incidental travel. A connected community can greatly contribute to well-being and contentment in day-to-day life. What success might look like: • Adequate parking on-site so as not to negatively impact neighboring areas • Pedestrian walkways throughout and connecting to the ABC and existing trails • Maintain and improve the bike paths to the ABC and Annie Mitchell • Vehicular connections to the ABC and Highway 82 with appropriate stacking distances • Space for a possible transit stop • Space for multimodal transportation alternatives • Spaces allowing neighbors to engage with one another 22 ASPEN LUMBERYARD 15CUSHING TERRELL Defining Sustainability In working with the City of Aspen Environmental Health & Sustainability department and Community Office for Resource Efficiency (CORE), the design team has defined Sustainability through three pillars: Environment, Economic, and Social. All three are needed to create a strong and long lasting community. Environmental Sustainability - The ability to avoid depletion and degradation of natural resources while allowing for long term environmental quality. Economic Sustainability - The ability of an economy to support an appropriate level of economic capacity and activity to serve societal needs. Social Sustainability - The capacity to create healthy, accessible, livable places for all. What success might look like:Energy • Full Electrified Buildings and Net Zero Energy Site-wide, including on-site storage • Forward-looking Electric Vehicle infrastructure • Leveraging passive solar strategies • Enhanced building commissioning and metering Water • Advanced metering • Low usage building systems and fixtures • Native plantings and xeriscaping Waste & Recycling • C&D waste management and planning • Construction activity pollution prevention Wellness • Healthy and sustainable building materials • Dedicated and filtered fresh air • Increased daylighting and well controlled electric lighting 3.2 SUSTAINABILITY - City of Aspen Climate Plan. As history has shown, Aspen has a civic responsibility to act on behalf of its constituents, a moral imperative to take the steps necessary to meet the challenge of climate change, and the potential to be a catalyst for meaningful and effective action around the state, country and world. 23 ASPEN LUMBERYARD 16CUSHING TERRELL Defining Pedestrian Friendly 3.3 PEDESTRIAN FRIENDLY The goal of this development is to emphasize people over cars. We know there will be a lot of vehicles housed at the lumberyard along with residents. Strategies that calm traffic and reduce physical conflicts between cars and people will be utilized. Providing landscaping or parallel parking along walkways bordering streets helps provide physical separation. Pedestrian friendly means thoughtfully designed sidewalks. Walkways should be connected and well lit. They should be wide enough to allow people to pass comfortably, especially when pushing strollers, walking dogs, or carrying that particularly heavy bag of groceries. A walkway lined with trees providing dappled shade in the summer makes them inviting places to be. What success might look like: • Separated sidewalks • Connected circulation paths throughout the site • Tree-lined walkways • Appropriate lighting strategies • Sidewalks with winter solar access • Snow storage plans and snow shed safety 24 ASPEN LUMBERYARD 17CUSHING TERRELL Defining Living Well At the root of all housing projects, but particularly acute when discussing affordable communities, is the sentiment that everyone deserves a good place to live. What does this mean and how do we get there? Living Well means providing for community members basic needs, but also allowing them the opportunity to thrive and enjoy all the same benefits afforded to all members of the community. At a basic level, Living Well means providing a safe and secure environment. It also means creating an environment that allows for positive physical and mental health. For the sake of this effort the Design Team has categorized items such as indoor air quality, noise and hazard materials under the ‘sustainability’ tag, but it is important to note the interconnectedness. Specific to the way the community members of Aspen at large live, Living Well might mean creating a community that does not preclude or challenge one’s ability to enjoy the natural resources found in abundance in and around the area. 3.4 LIVING WELL What success might look like: • Day-lit indoor spaces with access to views • Adequate storage space for outdoor lifestyle equipment as well as maintenance and repair facilities • Easy access to parking or public transportation when running errands • Quality design & finishes to promote a sense of ownership- Easy access to outdoor spaces • Comfortable spaces to allow for gathering of friends and family • Quiet, efficient and reliable fixtures and equipment • Increased accessibility both on site and within dwellings ASPEN TIMES SKI MAGAZINE 25 ASPEN LUMBERYARD 18CUSHING TERRELL Defining Authentically Aspen A practical rugged quality that reflects the alpine lifestyle of this historic mining town turned ski destination. SURVEY RESULTS: 3.5 AUTHENTICALLY ASPEN “I think keeping it mountain contemporary in style fits best with the ABC area, the aspen ideal, and the appeal to a broader range of inhabitants”. “...Needs to have mountain appeal due to entrance to Aspen and how many people see this every day”. “Efficiency, efficiency, efficiency. The design should be efficient! Aspen has a long history of building very inefficient and affordable housing units with excess emphasis on ‘custom’ design, ‘no 2 units alike’. Housing resources are limited and outstrip demand.” “Keep the mountain aesthetic 26 ASPEN LUMBERYARD 19CUSHING TERRELL COMMENTS & QUESTIONS 27 ASPEN LUMBERYARD 20CUSHING TERRELL TODAY’S DEEP DIVE 28 ASPEN LUMBERYARD 21CUSHING TERRELL 4.1 DESIGN Refinement of November 1,2021 Parking Alternatives site schemes based upon City Council feedback and further Design Team due diligence. Schemes explore various parking strategies and building typologies and their impact on energy performance, quality of life, and connectivity to the community. Timeline NOV. 1, 2021 COUNCIL WORK SESSION: PARKING ALTERNATIVES JAN. 10, 2022 COUNCIL WORK SESSION: UPDATED PARKING ALTERNATIVES How to Use this Section The Design section of this document will focus on the exploration of how to solve the challenges of the Lumberyard project. Design explorations, such as drawings, are a critical tool in which the team synthesizes information into a relatable format to spur discussion and further exploration, but also to drive consensus. The type and scale of these explorations will be particular to the moment in time within the design process, but will always be specific to conversations and studies necessary to move the project forward. This section will serve a chronology of solutions or possibilities presented to various stakeholder groups. 29 ASPEN LUMBERYARD 22CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT City Council Feedback from November 1, 2021 Meeting Potential Project Impacts from Other Engagement & Due Diligence Efforts Provide elevator access to all upper units In considering equity, accessibility and potential future code adaptions and recommended amendments the design team is exploring how to approach elevator access to all upper level units. Refined fire truck access At the November work session it was noted that a key driving factor to developing the concept design was to provide fire truck access within 150 feet of all building facades. The design team has continued to test concepts against this requirement. Site Boundaries Through the entitlement process, particular to the south triangle of the site, the team has been working to find a final determination of the site boundaries. Concepts presented today will reflect a change in these boundaries since last meeting, but without detriment to the project. • Prioritize Quality of Life through Livability, Green Space, Energy Efficiency, and Parking. • Push buildings back toward Deer Hill • Explore a scheme with a parking structure similar to those proposed in the site studies • Overall Hinge and Flange (with anticipated modifications) generally aligned more closely with the priorities • Provide better access to daylight where lacking • Explore if the various schemes can have better distribution of underground parking • Break up the large buildings shown in Hinge • Make arrival into site more of a public space 30 ASPEN LUMBERYARD 23CUSHING TERRELL 4.2 PIVOT SITE CONCEPT WHAT HAS CHANGED? • Revised site boundaries at south triangle • Created a mix of building types to allow for better separation between buildings to allow for more access to light and views • Revised building types to allow for potential elevator access to upper floor units NOVEMBER CURRENT 22 SPACES 0 50’ 100’ 200’ 31 ASPEN LUMBERYARD 24CUSHING TERRELL 4.2 Below Grade Parking Greenspace ConnectivityDirect Sun Hours Winter DWELLINGS: PARKING COUNT: DWELLING COUNT: PIVOT SITE CONCEPT 42.3%73%0.6 ACRESBELOW GRADE PARKING 316 63 53 432 UNDERGROUND CARPORT SURFACE TOTAL UPPER UNIT ACCESSED VIA CATWALK DIRECT ACCESS TO LOWER UNITS 2 STORY SINGLE UNIT ELEVATOR FOR ACCESSIBILITY TO UPPER LEVEL UNITS PEDESTRIAN STREETS TO CREATE COMMUNITY SHARED GREENSPACE 4 STORY BLDG Units in Pivot scheme are imagined primarily as two-story structures stacked upon one another with single-story accessible units located on grade. The units would be accessed via exterior stairs located within a covered breezeway With no units back to back the idea was to provide all units with access to southern sun light as well as the ability to have windows on at least two sides. The potential for double-height interior spaces with the two-story units provides an opportunity for a dynamic space while also limiting the height necessary for stairs to access the units. WHY PIVOT? A DIFFERENT TAKE ON APARTMENT LIVING! Pivot began inside out and explores two story units that aren’t back-to-back. This approach provides more access to daylight and views as well as opportunities for cross ventilation. Breaking the buildings apart in this manner creates a series of pedestrian streetscapes occupied by front stoops and balconies providing the opportunity for smaller communities to flourish within the Lumberyard. 32 ASPEN LUMBERYARD 25CUSHING TERRELL 4.2 LATCH SITE CONCEPT WHAT HAS CHANGED? • Revised site boundaries at south triangle • Revised building types to allow for potential elevator access to upper floor units • Revised frontage road on the northwest site to allow for more space between buildings within the site • Added fire truck access all the way around perimeter of south triangle of site • Refined relationship of underground parking with buildings to be more efficient NOVEMBER CURRENT 22 SPACES 0 50’ 100’ 200’ 33 ASPEN LUMBERYARD 26CUSHING TERRELL 4.2 Units in Latch scheme are imagined primarily as two- story structures stacked upon one another with single- story accessible units located on grade. The units would be accessed via exterior stairs in front of the buildings The units are located back-to-back and side-to-side to reduce the exposure of the building envelope to the elements. The exterior stairs in front of the buildings provide opportunities to break up the massing and scale of the building while as providing shade and dedicated exterior patio space to each unit The potential for double-height interior spaces with the two-story units provides an opportunity for a dynamic space while also limiting the height necessary for stairs to access the units. WHY LATCH? BIGGER GREEN SPACES! Latch strives to provide connected public-facing open spaces on the site. Imagine children playing in the central green space or walking your dog along the landscaped pedestrian alleys. Latch buys bigger green spaces by putting more parking underground. A vehicular loop skirts the perimeter of the site providing functional access while still providing a pedestrian friendly environment. Below Grade Parking Greenspace ConnectivityDirect Sun Hours Winter DWELLINGS: PARKING COUNT: DWELLING COUNT: LATCH SITE CONCEPT 43.2%56%1.25 ACRESBELOW GRADE PARKING 243 91 98 432 UNDERGROUND CARPORT SURFACE TOTAL DIRECT ACCESS TO LOWER UNITS UPPER UNITS ACCESSED VIA CORRIDOR PEDESTRIAN STREETS TO CREATE COMMUNITY 2 STORY SINGLE UNIT ELEVATOR FOR ACCESSIBILITY TO UPPER LEVEL UNITS 4 STORY BLDG 34 ASPEN LUMBERYARD 27CUSHING TERRELL 4.2 HINGE SITE CONCEPT WHAT HAS CHANGED? • Revised site boundaries at south triangle • Revised frontage road on the northwest site to allow for more space between buildings within the site • Added fire truck access all the way around perimeter of south triangle of site • Removed central road and flipped building layout to create a viable centralized green space upon arriving on site • Shifted some underground parking to surface for a better balance between the two NOVEMBER CURRENT 200'100'50'0 SCALE: 1"=100'-0" 0 50’ 100’ 200’ 35 ASPEN LUMBERYARD 28CUSHING TERRELL 4.2 Below Grade Parking Greenspace ConnectivityDirect Sun Hours Winter With the Hinge scheme the name of the game is with the building typology is efficiency. A double loaded corridor to access the units limits exterior snow maintenance on sidewalks. With walls and floors adjoining the exterior envelope exposed to the elements is also greatly reduced versus other options. The result is a much smaller footprint on site, but a much bulkier building Unit layouts in this scenario would work best as single level. With corridors and elevators to access upper floors meeting and exceeding accessibility standards becomes less of a concern. The smaller footprint overall on site allows for the potential of more variation in roof line which is critical in combating the perceived bulk of a building this size. DWELLINGS: WHY HINGE? NEIGHBORHOOD STREETSCAPES! Hinge understands how we live. Our friends come to visit. We run quick errands. And sometimes that happens in a car. Hinge provides parking on the street to accommodate our daily lives. It also provides parking underground for those less frequent trips. Hinge is a walkable neighborhood with architecture defining streetscapes on the public side and cloistered courtyards on the private side. PARKING COUNT: DWELLING COUNT: HINGE SITE CONCEPT 48.9%40%1.77 ACRESBELOW GRADE PARKING 172 120 140 432 UNDERGROUND CARPORT SURFACE TOTAL DOUBLE LOADED COR-RIDOR WITH COMMON AREA ON EACH FLOOR BLDG CONSOLIDATED TO PROVIDE LARGE COMMUNITY GREEN SPACE 1 STORY SINGLE UNIT ELEVATOR FOR ACCESSIBILITY TO UPPER LEVEL UNITS 4 STORY BLDG 36 ASPEN LUMBERYARD 29CUSHING TERRELL 4.2 FLANGE SITE CONCEPT WHAT HAS CHANGED? • Revised site boundaries at south triangle • Added standalone parking structure within highway buffer at northwest corner of site to allow more room within the site • Addition of parking structure also allowed for better separation between buildings to allow more access to light and views • Revised building types to allow for potential elevator access to upper floors NOVEMBER CURRENT 0 50’ 100’ 200’ 37 ASPEN LUMBERYARD 30CUSHING TERRELL 4.2 Units in Flange scheme are imagined as single- story structures stacked upon one another with accessible units located on grade. The units would be accessed via exterior stairs located within a covered breezeway. The units are located back-to-back and in most locations side-to-side to reduce the exposure of the building envelope to the elements. Similar to the double-loaded corridor typology this creates an efficient footprint across the site. The smaller footprint overall on site in this case allows for more surface parking, but with an alternative parking strategy it would also create opportunity for more variation in roof line. WHY FLANGE? LET’S BE GOOD STEWARDS! Flange explores providing all parking through a variety of street spaces, lots and carports maximizing the challenging site boundaries. With Flange the initial carbon footprint has a smaller offset by not constructing an underground garage. The resultant neighborhood is a walkable balance between our vehicles and other modes of connection. Below Grade Parking Greenspace ConnectivityDirect Sun Hours Winter DWELLINGS: PARKING COUNT: DWELLING COUNT: FLANGE SITE CONCEPT 42.4%0%0.5 ACRESBELOW GRADE PARKING 147 140 145 432 PARKING DECK CARPORT SURFACE TOTAL 1 STORY SINGLE UNIT ELEVATOR FOR ACCESSIBILITY TO UPPER LEVEL UNITS WALK-UP BREEZEWAY ACCESS TO EACH UNIT PEDESTRIAN STREETS TO CREATE COMMUNITY 4 STORY BLDG 38 ASPEN LUMBERYARD 31CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT 4-Story Precedents in Aspen North of Nell - Aspen Aspen Square Hotel - Aspen 39 ASPEN LUMBERYARD 32CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT Hotel Jerome - Aspen 4-Story Precedents in Aspen Lift One Condos - Aspen 40 ASPEN LUMBERYARD 33CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT North of Nell 0.46 Acres 20,250 Sq.ft Pivot 0.27 Acres 11,855.5 Sq.ft Hinge 0.83 Acres 36,324 Sq.ft Latch 0.16 Acres 7,016 Sq.ft Flange 0.27 Acres 12,096 Sq.ft Scale Comparison 41 ASPEN LUMBERYARD 34CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT Green Leaf Lofts - Glenwood Springs 4-Story Precedents around Aspen Glenwood Green Apartments - Glenwood Springs 42 ASPEN LUMBERYARD 35CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT Six Canyon - Glenwood Springs 4-Story Precedents around Aspen Roaring Fork Apartments - Basalt 43 ASPEN LUMBERYARD 36CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT 4-Story Precedents around the World Huski Apartments - Falls Creek, Australia Oporto Anselmo Apartments - Porto, Portugal Similar Typologies - Double Loaded Corridor Buildings 44 ASPEN LUMBERYARD 37CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT 4-Story Precedents around the World Valenton Housing - Valenton, France The Beverly - Los Angeles, CA Similar Typologies - Breezeway 45 ASPEN LUMBERYARD 38CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT 4-Story Precedents around the World Tributary Rise - Vestavia, AL Tietgen Residence Hall - Copenhagen, Denmark • Various sized windows • Facades broken up by multiple materials • Various textures and colors • Shading elements • Balconies with varying depths New Water Condos Vancouver, Canada Horizontal Articulation 46 ASPEN LUMBERYARD 39CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT 4-Story Precedents around the World Vertical Articulation • Set backs • A distinct ground floor level • Recessed/extruding balconies Terrace House - Frankfurt, GermanyBenedict Commons - Aspen, CO Virginia Placer - Telluride, CO Preston on Fourteenth - Mission, Canada 47 ASPEN LUMBERYARD 40CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT 4-Story Precedents around the World Softened Ground Plane • Blending the buildings base with the pedestrian street • Stoops and private balconies • Gardens and foliage • Soft lines The Three Sisters - Chicago, IL Legends Park Apartments - Memphis, TN Venue on 16th - Denver, CO 48 ASPEN LUMBERYARD 41CUSHING TERRELL 4.2 SITE SCHEME DEVELOPMENT Interior Corridor Precedents Nuselska Apartments - Prague, Czech Republic ERG 6 Apartments - Jurmala, Latvia Tietgen Residence Hall - Copenhagen, Denmark • Access to natural light • Open central staircase • A variety of high quality materials and textures • Dynamic lighting • Areas for informal gatherings or quite reflection 49 50 51 ASPEN LUMBERYARD 43CUSHING TERRELL 4.4 SUSTAINABILITY Our Process to Achieve Success City of Aspen Commitments: • 80% reduction in GHG emissions by 2050 from 2004 baseline. • This requires a 26% reduction in the residential sector The Six Categories of the Climate Action Plan: • Reduces Greenhouse Gas Emissions • Promotes Equity • Fosters Economic Sustainability • Improves Local Environmental Quality • Enhances Public Health and Safety • Builds Resilience Guiding Principles Energy & Environment To move on from current practices to design buildings that benefit people without sacrificing the ecosystem or needs of future generations. A design that takes current UN SDG (Sustainable Development Goals) goals into consideration. A design that not only reduces operational impact, but also impact during the construction process. Equity To create a development that enables all people to participate, prosper, and reach their full potential. Create a positive impact for people who have been disadvantaged or excluded. Resilience The ability to adapt to changing conditions and maintain functionality when faced with know environmental and infrastructural vulnerabilities. Resilient design to deal with warming climate, wildfires and drought. Recommended Targets 1. Near Net Zero On-Site Energy 2. Fully Electrified Buildings 3. Minimum of 15% full EV charging for parking spaces and additional 15% of EV-Ready Spaces 4. Battery Storage for partial back-up power of site* 5. Equity in project design and in material sourcing 6. Resilient Design to protect against wildfire, power outages and higher temperatures 7. Focus on healthy spaces through filtration, material selection, daylight, acoustic and ventilation 8. Diversion of construction waste & On-Site Recycling and Composting 9. Requiring Third party commissioning and site verification 10. Metering of individual resident utility use Identify The Baseline Stakeholder Goal Setting • Performance Targets • Programs or Methodologies for implementation within design and construction • Metrics for evaluation both now and on-going • Identify hazards, vulnerabilities, opportunities and their impacts Create Path for Implementation 52 ASPEN LUMBERYARD 44CUSHING TERRELL 4.4 SUSTAINABILITY Set a Baseline: Adopt Enterprise Green Communities Plus Why Adopt a Sustainability Certification Program? Accountability & Structure • Cementing community goals as project requirements • Continuity of project goals from design team to contractor to eventual building operations • Specific and measurable goals to guide design and measure success Funding Opportunities • The majority of tax credit financing programs require projects to achieve one of the certification programs outlined here • Supported by the community Why Choose Enterprise Green Communities Plus? • Nation’s only green building program design explicitly for affordable housing • Best aligned with stakeholder / design team project goals • Interactive design approaches that give residents a voice in the design process • A path to zero energy with strategies to help all developments move closer to zero emissions • Healthy living practices such as ample ventilation and healing-centered design • Water standards that promote efficiency and protect against lead poisoning • Resilience requirements that prepare homes for local climate hazards • Certification process is a good value, versus many other programs, balancing checks & balances and documentation Comparison: Certification Programs vs. Project Goals 53 ASPEN LUMBERYARD 45CUSHING TERRELL 4.4 SUSTAINABILITY Net Zero Alignment with Aspen Climate Targets & Public Engagement • Aspen’s Climate Action Plan provides a green house gas reduction kit of tools. Pursuing or requiring Net Zero is included • Aspen’s Climate Action Plan also sets a 47% reduction of green house gas emissions by 2030. While it is hard to say how the future developments contribution to this reduction target, it highlights the importance of being aggressive in reduction targets for the planning of new developments today • The public engagement efforts during concept design as well as this team’s schematic design, the public has expressed continued support for Aspen to generally be a leader in sustainability, but also specifically in pursuing Net Zero energy targets for the Lumberyard project Recommendation: Minimum 75% On-Site Renewable Energy Achieving 100% on-site renewable, based upon the limited development of the project to-date, appears to be a stretch, but achieving close to Net Zero is a possibility. This is achievable with strategies such as highly-insulated envelope, heat pump technology, passive orientation, and PV located on roof and parking structures. As further design development occurs, energy modeling will inform the project feasibility of pushing toward 100% energy use offset, but based upon city climate action targets and public feedback, the design team would recommend proceeding under the assumption of setting a 75% offset baseline. On-Site Energy Production: Cost of PV system and any on-site storage/infrastructure Building Envelope: Insulation and window performance beyond code minimums Systems: All-Electric HVAC and plumbing systems required. Centralized systems may be required to reduce consumption Design: Optimal passive orientation and PV location drive building design Services: Requires alignment with capabilities local utilities. May be operational hurdles with resident metering. Project Impacts 54 ASPEN LUMBERYARD 46CUSHING TERRELL 4.4 SUSTAINABILITY Stretch Goals Stretch goals may be stretch because of their feasibility within the project context, or because at this early point in the projects development not enough information is available to establish whether their pursuit is possible. The programs / targets presented here represent an extraordinary commitment to leadership in sustainability. The selected opportunities here are in line with the project’s goals / targets established in the design team’s goal setting efforts. The design team would like to gauge the City Council’s interest in further investigation in any or all of these programs / targets. Zero Carbon Certification • Only Embodied Carbon remaining • Put project on the map as a leader in carbon reduction Challenges: Cost Living Building Challenge Petal Certification • Highest level of green certification • Easily tailored to affordable housing project • Push projects from being less bad to truly regenerative • Cement the City of Aspen as a leader when it comes to sustainability Challenges: Cost + Added Complexity of design process Recycled water • Irrigation, Flushing • Close to plant • Improves resiliency 55 ASPEN LUMBERYARD 47CUSHING TERRELL 4.4 SUSTAINABILITY Colorado Reference Projects Allison Village Arvada, CO EGC + ZERH In Construction Basalt Vista Affordable Housing Community Basalt, CO Net Zero + All Electric In Construction 1500 N Valentia Denver, CO EGC + ZERH In Construction Alta Verde Breckenridge, CO EGC + ZERH In Construction Cadence Fort Collins, CO EGC + ZERH In Construction 56 ASPEN LUMBERYARD 48CUSHING TERRELL 4.5 DEMOGRAPHIC STUDY RESULTS Economic & Planning Systems, Inc. (EPS) had done a Demographic and Market Assessment for the City of Aspen with the aim of providing recommendations on the unit and income mix for the Lumberyard. The report seeks to align the affordable housing development program based on analysis of income data for households throughout the Roaring Fork Valley (RFV) and job growth within Pitkin County. The study also examines demographic trends and condition along with other recent additions to the affordable housing supply in the RFV. The report reiterates the findings of the 2018 Greater Roaring Fork Regional Housing Study in terms of the overall scale of the affordable housing needs. Summary • There has been a decline in lower income households throughout the Roaring Fork Valley • Job growth in Pitkin County has been primarily in APCHA Category 3, followed by Category 2 • The project program mix should account for both of those The Main Takeaways from this Study 57 ASPEN LUMBERYARD 49CUSHING TERRELL 4.5 DEMOGRAPHIC STUDY RESULTS Change in Renter Households by AMI 2010 - 2019 • Household growth overwhelmingly in category 3 and above • Loss of renter households in category 2 and below • Employment growth is among lower-incomes, yet household growth is among higher incomes • Workers being pushed to other areas • Housing units are not being occupied by new job holders • Household growth overwhelmingly in category 3 and above • Declines in Category 1 & 2 Change in Owner Households by AMI 2010 - 2019 EPS Report Takeaways CAT. 1 CAT. 1CAT. 2 CAT. 2CAT. 3 CAT. 3CAT. 4 CAT. 4CAT. 5 CAT. 5CAT. RO CAT. RO 58 ASPEN LUMBERYARD 50CUSHING TERRELL 4.5 DEMOGRAPHIC STUDY RESULTS Change in employment by AMI, Market Area • Market area: Aspen to Glenwood • Converted wages to household income using APCHA AMI guidelines • 1.6 earners per hh • 39% of job growth under 80% of AMI; 35% between 80% and 120% • High demand under 80% of AMI EPS Report Takeaways CAT. ROCAT. 5CAT. 4CAT. 3CAT. 2CAT. 1 59 ASPEN LUMBERYARD 51CUSHING TERRELL 4.5 DEMOGRAPHIC STUDY RESULTS The recommended unit and income mix includes a range of possibilities while maintaining a total of 310 housing units. The baseline recommendation considers a higher concentration of 1-bedroom units, while in the alternate unit mix, EPS recommends that the City consider including more 3-bedroom units in place of 1-bedroom units for the purpose of adding more bedrooms to the project while maintaining a total of 310 units and to house more 3-bedroom families or roommate arrangements. Unit Mix Range Recommended Unit Mix Alternate Unit Mix 60 ASPEN LUMBERYARD 52CUSHING TERRELL 4.6 PATHWAYS FORWARD ExploreResearch Evolve Recommend To date the primary objectives of the design team were to: 1. Define what success looks like overall for the project moving forward; and 2. Research and explore parking alternatives that will drive forward successful site and building design. Through council, stakeholder, and public engagement, the design team has been able to evolve site concepts based upon parking alternatives to a point that allows for evaluation to these concepts against overall project goals. The design team will present our comparative analysis of the parking alternatives developed to this point and will ask for the adoption of a recommended path forward allowing future development under a single scheme. 61 ASPEN LUMBERYARD 53CUSHING TERRELL 4.6 PATHWAYS FORWARD Site Matrix Comparison Construction Cost Project Phasing (Does scheme allow for project to be phased) Building Envelope (Linear Feet of Exterior Exposed to Elements) Elevators (Minimum Number of Anticipated Elevators) Interior Corridors (Cost associated with constructing int. common space) Operations & Maintenance Waste Management (Ease of accommodate waste infrastructure) Snow Storage (For plowing of roads, drives & parking) Snow Removal (Sidewalks / Exit Stairs & Catwalks) Elevator Maintenance (Annual maintenance based on number of elevators) Mechanical Systems (Ability to centralize systems / simplify maintenance) Parks Dept Maintained Green Spaces x45 x46x31Baseline Baseline 12 20106 x2.15 x1.79 x1.44Parking (Relative cost based on mix of parking types) Good Best BestBest Good Best BetterBetter Good Best Better NoNoNo Better No Yes Yes YesYesYes NoNo Streets Dept Maintained Streets (Paved areas likely designated as streets v. parking lots) Better Best GoodBetter Better Best GoodBetter PIVOT PROJECT FEASIBILITY LATCH HINGE FLANGE Community Connection PIVOT Buffer to Annie Mitchell (Building at within Triangle Adjacent to Annie Mitchell) Parked Entirely on Site GUIDING PRINCIPLES LATCH HINGE FLANGE On-Site Daycare Sustainability Net-Zero Ability (Ability of on-site PV to offset energy consumption) Stormwater (Ease of Surface Detention v. Underground Detention) Access to Daylight (Direct Sun Hours at all S/E/W Unit Faces) Pedestrian Friendly Concentrated Green Space Trail Connectivity Public Transit Stop Safe Site Circulation (street / driveways limited in traversing site) Living Well Universal Design (Units can be accessed by elevator and/or from inside) Access to Views (Uninterrupted view >60' before adjacent structure) Outside of Noise Buffer (Units Outside 200' buffer from Hwy 82) Mechanical Noise (Ability for Centralized Systems vs. Individual Units) Authentically Aspen Design Innovative (Ability for architectural variation) Potential for some 3-story Roofs Mass & Scale (Option w/ Smallest Structures) Exterior Accessed Units (Can units be access without using an interior corridor) Parking Near Unit (Parking Distributed Proportionately w/ Units) Storage At/Near Parking (Cover Parking w/ Room to Add Storage Space) 42.3% 0.6 acres 0.5 acres1.25 acres 1.77 acres Mixed Most Best Best GoodBetter Better Best Most AllAllAll Most Half BetterBetter Good Best BetterBetter Better Better GoodBest Better Best GoodBest Better Unlikely Unlikely UnlikelyLikely Best GoodGood Best Good BetterBetter Most Most MostHalf MostAllAll MixedUnderground No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Some Some Yes Yes Yes Yes Yes Yes Surface 43.2%48.9%42.4% Best Better GoodBetter Yes Construction Cost Project Phasing (Does scheme allow for project to be phased) Building Envelope (Linear Feet of Exterior Exposed to Elements) Elevators (Minimum Number of Anticipated Elevators) Interior Corridors (Cost associated with constructing int. common space) Operations & Maintenance Waste Management (Ease of accommodate waste infrastructure) Snow Storage (For plowing of roads, drives & parking) Snow Removal (Sidewalks / Exit Stairs & Catwalks) Elevator Maintenance (Annual maintenance based on number of elevators) Mechanical Systems (Ability to centralize systems / simplify maintenance) Parks Dept Maintained Green Spaces x45 x46x31Baseline Baseline 12 20106 x2.15 x1.79 x1.44Parking (Relative cost based on mix of parking types) Good Best BestBest Good Best BetterBetter Good Best Better NoNoNo Better No Yes Yes YesYesYes NoNo Streets Dept Maintained Streets (Paved areas likely designated as streets v. parking lots) Better Best GoodBetter Better Best GoodBetter PIVOT PROJECT FEASIBILITY LATCH HINGE FLANGE Community Connection PIVOT Buffer to Annie Mitchell (Building at within Triangle Adjacent to Annie Mitchell) Parked Entirely on Site GUIDING PRINCIPLES LATCH HINGE FLANGE On-Site Daycare Sustainability Net-Zero Ability (Ability of on-site PV to offset energy consumption) Stormwater (Ease of Surface Detention v. Underground Detention) Access to Daylight (Direct Sun Hours at all S/E/W Unit Faces) Pedestrian Friendly Concentrated Green Space Trail Connectivity Public Transit Stop Safe Site Circulation (street / driveways limited in traversing site) Living Well Universal Design (Units can be accessed by elevator and/or from inside) Access to Views (Uninterrupted view >60' before adjacent structure) Outside of Noise Buffer (Units Outside 200' buffer from Hwy 82) Mechanical Noise (Ability for Centralized Systems vs. Individual Units) Authentically Aspen Design Innovative (Ability for architectural variation) Potential for some 3-story Roofs Mass & Scale (Option w/ Smallest Structures) Exterior Accessed Units (Can units be access without using an interior corridor) Parking Near Unit (Parking Distributed Proportionately w/ Units) Storage At/Near Parking (Cover Parking w/ Room to Add Storage Space) 42.3% 0.6 acres 0.5 acres1.25 acres 1.77 acres Mixed Most Best Best GoodBetter Better Best Most AllAllAll Most Half BetterBetter Good Best BetterBetter Better Better GoodBest Better Best GoodBest Better Unlikely Unlikely UnlikelyLikely Best GoodGood Best Good BetterBetter Most Most MostHalf MostAllAll MixedUnderground No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Some Some Yes Yes Yes Yes Yes Yes Surface 43.2%48.9%42.4% Best Better GoodBetter Yes 62 ASPEN LUMBERYARD 54CUSHING TERRELL 4.6 PATHWAYS FORWARD Core Concepts from Hinge! Why is Hinge the best launching pad? • Strongest alignment to Guiding Principles per initial metrics • A reduction of underground parking by 51 - 60% from concept design • Best access to daylight & views / separation between buildings • Most cost effective... energy efficiency, fewest number of elevators, shortest building perimeter, relationship to underground parking • Provides flexibility with further development of parking & building design Strategies for Success Already in place with Hinge: • Fewer and more condensed buildings producing larger consolidated green space • Balanced approach to parking between underground and surface • Parking directly related to building footprint • Centralized and public facing green space • Buildings outside of noise buffer to highway/airport ‘Kit of Parts’ for further development: • Use efficiency of building layout on site plan to leverage horizontal and vertical building articulation • Mix and Match building typologies to allow for ground level entry direct into unit • Soften ground plan through layering landscaped areas and patios as transitions to building • Create light-filled and dynamic interior common spaces • Explore opportunity for more Green Space due to ability to increase underground parking + 63 ASPEN LUMBERYARD 55CUSHING TERRELL 4.7 FINANCIAL RESOURCES • Review of market information • Unit mix, rent and income assumptions • Rental and for-sale housing options • Underwriting assumptions • Rent and income requirements • Comparison with APCHA standards • Phasing and schedule provide input to project schedule • Flow of funds and phasing work • Timing of outside funding resources • Site and infrastructure development • Optimizing funding sources to leverage Aspen’s investment • Opportunities to attract private investment • Possible developer RFP Scope & Goals Prepare Sources and Uses Statement Identify Funding Sources from State and Federal Programs Development Strategy 64 ASPEN LUMBERYARD 56CUSHING TERRELL 4.7 FINANCIAL RESOURCES Schedule for City Department Head Coordination and Input Focus for January 11th Financial Resources Meeting with City Council • Budgeting - Cost estimate for all aspects of the project • Phasing of work and flow of funds • Beginning with site and infrastructure development • Leveraging other funding sources • Timing of city fund to support this and other affordable housing initiatives • Funding strategy and underwriting assumptions Late March 2022 June 2022January 11, 2022 Third MeetingInitial Meeting Second Meeting 65 ASPEN LUMBERYARD 57CUSHING TERRELL COMMENTS & QUESTIONS 66 ASPEN LUMBERYARD 58CUSHING TERRELL WHERE ARE WE GOING 67 ASPEN LUMBERYARD 59CUSHING TERRELL WHERE ARE WE GOING Our Ask of You Today Moving Forward Sustainability: • Adoption of baseline sustainability program and approach to net zero. • Acceptance of further exploration to reach goals. Scheme Development: • What kit of parts can we move forward with to develop a single scheme? • Acceptance on range of unit mix and awareness of impacts moving forward.Mid February: Council Work Session Presenting Design Progress The design team will look to present a single refined site scheme that will look for the development in the areas of site infrastructure and logistics. At this time the design team will also present preliminary building concepts looking for feedback on final unit mix as well as a more informed conversation on architectural character. YOU ARE HERE 2022 2027 2028 ...20242023 2025 Complete Schematic Design, Submit Development Application forApproval Process Remaining Phases of Housing Construction and Occupancy TBDTarget for First Phase of Housing Construction to Start Target for Occupancy of First Phase of Affordable Housing PD Recording,Construction Documents,Building Permit Application Process Target for Access & Infrastructure Construction Start 68 thank you.thank you. 303 East 17th Avenue, Suite 105 Denver, CO 80203 720.359.1416 cushingterrell.com 69 ASPEN LUMBERYARD 61CUSHING TERRELL APPENDIX 70 Aspen Lumberyard Communication Plan What:When:Who: Establish Ultimate Goal + Identify Key Audience (and adjust timing/content accordingly)complete TEAM On-line/Hybrid/In-Person Meeting TBD 10-Dec-21 TEAM Back of House Set Up Sep 2 - Oct 1 C1D/DENISE Social Media Platforms: Twitter, FB, Instagram, YouTube) Website: city of aspen.com/lumberyard and https://www.aspencommunityvoice.com/lumberyard.com Access & Ready Aspen Community Voice for updated content complete Denise Aspen Community Voice (C1D to provide content)25-Oct Denise/C1D Aspen Community Voice (Denise to upload content)25-Oct Denise/C1D Obtain Email List complete Denise work with Chris Liase w/ local newspapers (Aspen Times (Carolyn) , Daily News (Megan Weber), Snowmass Sun, and radio stations Sept 1 - ongoing Denise Check with Chris on the Lumberyard.com and work on transition plan 24-Sep Denise Check with Chris on budget for printed fact sheet update Denise Review other City of Aspen campaigns so we can adjust our schedule as needed for optimal timing complete Denise Identify and organize stakeholders for internal, smaller meetings to be scheduled 25-Oct TEAM Develop SD Options August 19 - Oct 22 TEAM Work Session #1 w/ Council 1-Nov-21 TEAM 50% SD Parking Alternative Options to be presented to Council Production of Graphics & Content Messaging for Outreach 15-Oct-21 Design Content to Aspen Community Voice (Bang the Table) Account 25-Oct CT/C1D Upload Content to Aspen Community Voice (Bang the Table) Account 25-Oct Denise Format digital flyer to be embedded into email TBD C1D Format digital flyer to be used in Social Media platforms 15-Nov C1D Create email blast 25-Oct C1D Identify Influencers 15-Oct C1D/Denise Create Transparency for Council Worksession 15-Oct-21 C1D Share through our channels as well Aspen Community Voice and City Website Content goes Live 29-Oct Denise Update SD materials to Aspen Community Voice (provided in council packet is posted)25-Oct C1D Email Blast TBD Denise Social Media Blast (1 day before Council Work Session)29-Oct Denise Campaign Launch + Request for Feedback for PUBLIC MEETING (30 days before Public Meeting)Nov 4 - Dec 9 Media pitch or press release in this window - share AVC site and info on public meeting 23-Nov Denise Email Blast Sent (2 weeks before Public Meeting) 1-Dec Denise/C1D Social Media Blast (2 weeks before Public Meeting) 1-Dec Denise Newspaper Ad Sent (2 weeks before Public Meeting) 1-Dec Denise Press Release 6-Dec Denise 71 Newspaper Ad Sent (1 week before Public Meeting) 8-Dec Denise Radio Ad (1 week before Public Meeting)8-Dec Denise Tricolor: facebook and radio to target the latino community 8-Dec Jen/Denise Social Media Blast (1 week before Public Meeting)6-Dec Denise Aspen Times Article 13-Dec Aspen Times Social Media Blast (1 day before Public Meeting)14-Dec Denise Newspaper Ad Sent (1 day before Public Meeting) 14-Dec Denise Email Blast Sent (1 day before public meeting)14-Dec Denise Radio Ad (1 day before Public Meeing)14-Dec Denise Tricolor: facebook and radio to target the latino community 14-Dec Jen/Denise 11x17 Store Front Posters in Aspen and Up and Down the Valley In-Person Meeting at Limelight (12-2pm and 6-8pm) + Mirror Bang the Table Site 15-Dec-21 TEAM Open House Style Event(what we heard previously/what feedback specifcally we are looking for now/why we need to take action and make decisions now). Digital Survey to be translated to Survey Monkey with link to ACV 12/15/2021 C1D All ACV Materials to be updated due to C1D 12/10 12/10/2021 CT Survey Push Nov 4 - Dec 9 5x7 Postcards are out and about at gas stations, bus stops, etc. up and down the valley for SURVEY 20-Dec C1D Email Blasts (ACV, ACRA, APCHA, KIDS FIRST) and Social Media to push the survey 22-Dec-21 Denise Email Blast Sent 22-Dec Denise (include C1D) Social Media Blast 22-Dec Denise Tricolor-Samuel facebook + radio (ongoing?)TBD Denise Email Blast Sent (1 week before survey closes) 5-Jan Denise Social Media Blast (1 week before survey closes) 5-Jan Denise Aspen Times Article 12-Jan Aspen Times Email Blast Sent 12-Jan Denise Social Media Blast 12-Jan Denise Social Media Blast (1 day before survey closes)14-Jan Denise Newspaper Ad Sent (1 day before survey closes) 14-Jan Denise Email Blast Sent (1 day before survey closesg)14-Jan Denise Ad/info in the Aspen Chamber Resort Association newsletter 1/5-1/15 Denise Ad/info in the Pitkin County Newsletter 1/5-1/15 Denise CGTV add on the local TV station with QR code to take the survey 1/5-1/15 Denise Nudge to Council to Push 1/5-1/15 Denise Door Hangers to advertise survey?1/5-1/15 Denise/C1D Google Advertising 1/5-1/15 Data Collection Dec 21-Dec 30 Close data collection 10 days after Public Meeting 31-Dec Compile data in excel - Summary Report/ACV - summary report (feedback loop throughout process is critical)Dec 21-Jan 5 C1D Eblast prior to council so interested parties know to watch Denise Present Outreach Results to Council 10-Jan-22 Post updated design to Aspen Voice Denise/C1D 72 Refine SD option(s)Jan 13- Feb 3 Post updated design to Aspen Voice Denise/C1D Present Updated SD Option(s) to Council 9-Feb-21 Refine Preferred SD Option Feb 9 - Mar 1 Post updated design to Aspen Voice- POSSIBLE 2ND PUBLIC OUTREACH IF NECESSARY Denise/C1D Present Final SD Plan to Council 10-Mar-21 Final SD Graphic Output 24-Mar-21 Animated flythrough of the final design option & other still renderings posted to the website 73 CUSHING TERRELL / 1 74 CUSHING TERRELL / 2 ASPEN LUMBERYARD SUSTAINABILITY OUTLINE TABLE OF CONTENTS Executive Summary Introduction Goal of Document Existing Targets and Adaptions Climate Action Plan Definitions Goal Setting Developing Guiding Principles Must-Haves/ Nice-To-Haves Targeted Goals Net Zero Electrified Buildings EV Charging On-Site Storage Design for Enhanced Resilience Comparison of Must-Have List and Climate Goals Implementation Creating a Path Standards- LEED BD+C Multifamily LEED Neighborhood Development Enterprise Green Communities w/ WELL Plague + Zero Energy Ready Home Living Building Challenge Petal PHIUS- Passive House Net Zero Energy WELL Certification Summary Recommended Path Forward References Appendix 75 CUSHING TERRELL / 3 EXECUTIVE SUMMARY The City of Aspen has placed itself as a leader when it comes to its commitments around sustainability. Home of the Ideas Festival, Aspen has stated that it sees tackling climate change as a moral imperative and wants to lead the way on what can be done to address the issue. And the community agrees in setting the bar high for sustainability, as they have expressed in community engagement surveys. As such, the City of Aspen developed a detailed Climate Action Plan in 2017 that serves as the guiding framework for the cities ambitious goal to reduce emissions by 80% by 2050 to meet global climate reduction targets. These targets contribute to meeting the 2 degrees Celsius limit as set by the Paris Climate Accords and reduce the potential local impacts as outlined in the 2014 Climate Change and Aspen Executive Summary. Aligning with the targets and community goals above, the Aspen Lumberyard project aspires to meet these demands and be an example for the community for sustainable development The outline below is intended to take the information received from key stakeholders, city sustainability action plans, and evaluate the potential solutions to the communities’ climate goals and ideas of project success. This will be done by evaluating the benefits, challenges, and impacts of these solutions. Below we have outlined what are the most important goals for the project from the stakeholders, how it aligns to the GHG Reduction Kit, and provide a deeper dive analysis of the key goals. Given the early stage of this project there are some unknowns that may impact some of the goals, primarily the coordination needed with Aspen Electric. Due to the very long lifespans of buildings, there is a very significant lock-in risk pointing to the urgency of ambitious and immediate measures. Looking at the above targets set by the city & organizations- designing to Net Zero Energy operation and no fossil fuel use for a project with a construction timeline of later this decade will fit within what is required for climate goals and code. Some of the proposed goals in this outline will be considered standard practice in the future. However, that does not mean this project’s recommendations are not considered sustainable, as what we are proposing is currently rare. Being in alignment with climate goals and reduction targets sets an example that it is possible to achieve these ambitious goals in affordable housing and creates a path to follow for other projects. With a project of this magnitude, complexity, and aspirational goals- having a well-developed framework for success will help the client, design team, and contractor stay on course. Using a certification system that has already laid out the path for many of the goals the project is looking to achieve will help simplify the process. With ambitious and complex goals- having performance tracking, third party verification and review gives the City some peace of mind. It allows issues to be noticed early and provides proof of success. 76 CUSHING TERRELL / 4 The two main types of building standards are Performance-Based and Design/Construction review based. We have selected six different certification systems for evaluation. The three wholistic building certifications are: LEED- is the most well-known and widely used whole building certification system in the world Enterprise Green Communities- is a whole building certification program that is specifically design for affordable multi-family housing projects Living Building Challenge- is a performance-based certification system that is the most stringent and considered the highest level of green certification in the world today The LEED and Enterprise Green Communities rating systems are mostly design review-based with some 3rd party verification. The three other certifications that will be mentioned are more narrow in focus and not as holistic as above are: WELL- focuses on setting standards for healthy buildings Passive House (PHIUS)- focuses solely on envelope construction Net Zero Certification- verifies project site is a 100% powered by renewable energy All three are complimentary to the whole building certification and certification is solely based on meeting set performance based criteria. For a project that will be built later this decade, this design team must look to the future and design a community that will align with what is needed when the project is constructed from a GHG emissions, resiliency, and equity standpoint. It must align with local goals, climate change targets, Climate Action Plan Requirements, and stakeholder requests. The ten items a below are the recommended key sustainability goals for the project: • Near Net Zero On-Site Energy • Fully Electrified Buildings • Minimum of 15% full EV charging for parking spaces and additional 15% of EV-Ready Spaces • Battery Storage for partial back-up power of site* • Equity in project design and in material sourcing • Resilient Design to protect against wildfire, power outages, and higher temperatures • Focus on healthy spaces through filtration, material selection, daylight, acoustics and ventilation • Diversion of construction waste & On-Site Recycling and Composting • Requiring Third party commissioning and site verification • Metering of individual resident utility use Meeting these goals will be a challenge but is achievable. There but a handful of small projects nationwide that have completed a Net Zero Affordable Housing development. In order to meet the 10 listed goals above and others listed in the must-have list, which are included as part of our recommended path. We recommend a whole building certification system that can provide a framework and path to aid the city and design team in being successful in our sustainability strategy. Based on the 77 CUSHING TERRELL / 5 information on the certification listed above, the scoring based on alignment, and the review of certification prerequisites- we would recommend the Enterprise Green Communities Plus Certification with Achieving Zero Energy as our target. Achieving this certification prerequisites and select optional points will meet a majority of the listed goals above and in the “must-have” list. We believe the recommendations outlined will help meet local climate targets, meet the wishes of residents, provide quality affordable housing to occupants, and lead the way for a what is possible in sustainable affordable housing. *Further study is needed for this goal. See Design for Resilience section for more informati on 78 CUSHING TERRELL / 6 INTRODUCTION Goal of Outline: To take information received from key stakeholders and present potential solutions to communities’ ideas of project success for the Aspen Lumberyard project. Let them know the potential challenges, impacts and benefits of these solutions. By end of report, provide a recommended path to meet their goals and provide additional solutions to go above and beyond in regards to sustainability. This report aims to develop on the goals and feedback of the community to create guidelines and ultimately solutions to the needs of community regarding sustainability for the Lumberyard project. The City of Aspen has set ambitious sustainability targets – committing to the following reduction targets from 2004 baseline: • 30% reduction in GHG emissions by 2020 • 47% reduction in GHG by 2030- *Approximately based on GHG reduction chart interpolation* • 80% reduction in GHG emissions by 2050 The residential building sector currently makes up 31% of GHG emissions in Aspen. Following modeling exercises done as a part of the Climate Action Plan (CAP), if all GHG Reduction Toolkit measures were implemented, GHG emissions could reduce by 71% by 2050 . This means that most or all of the project relevant measures listed related to residential energy, waste, and transport sector s of the GHG reduction toolkit should be implemented to be on track for CAP goals. These measures will be described in more detail later. As stated in the City of Aspen Climate Plan- “As history has shown, Aspen has a civic responsibility to act on behalf of its constituents, a moral imperative to take the steps necessary to meet the challenge of climate change, and the potential to be a catalyst for meaningful and effective action around the state, country, and world.” The community is strongly aligned with the City's climate goals as revealed through the following community engagement surveys results– “The public is strongly supportive of raising the bar in energy efficiency and sustainability, and a majority are also supportive of pursuing a sustainability certification, such as LEED or similar programs” These desires and commitments come on the heels of the very real impacts that climate change currently poses and the future impacts that need to be taken into account for a project that is expected to be around for generations. According to the 2014 Climate Change and Aspen Executive Summary Report current climate trajectory puts Aspen 3 degrees Fahrenheit warmer by 2030 and 10 degrees Fahrenheit warmer by 2090 compared to the 1980-1999 baseline. 79 CUSHING TERRELL / 7 This change in climate will: • Put greater pressure on existing water sources • Increased fire risk • Reduced Hydroelectric generating potential • Alterations to air quality • Increased cooling load and reduction in heating load of buildings • Lengthened and growing allergy season These impacts are the reason that resiliency and anticipating future needs is one the three guiding principles for the project and will be expanded upon later in the document. The City of Aspen Climate Action Plan has six main categories that it addresses. These categories and the information above will be taken into account when making recommendations. We will outline recommendations based on alignment with project “must-haves”, City climate goals, and anticipated impacts to the site from climate change. • Reduces Greenhouse Gas Emissions • Promotes Equity • Fosters Economic Sustainability • Improves Local Environmental Quality • Enhances Public Health and Safety • Builds Resilience 80 CUSHING TERRELL / 8 DEFINITIONS DEFINING SUSTAINABILITY The City of Aspen Environmental Health & Sustainability department and the Community Office for Resource Efficiency (CORE), and the design team has defined sustainability through three pillars: Environment, Economic, and Social. All three are needed to create a strong and long-lasting community. Environmental Sustainability - The ability to avoid depletion and degradation of natural resources while allowing for long term environmental quality. Economic Sustainability - The ability of an economy to support an appropriate level of economic capacity and activity to serve societal needs. Social Sustainability - The capacity to create healthy, accessible, livable places for all. These three pillars are the foundation for how we will define sustainability and serve as the basis for evaluating project success. 81 CUSHING TERRELL / 9 GOAL SETTING DEVELOPING GUIDING PRINCIPLES It is important for a project to identify keys areas of importance that the design team and client keep in focus so that we can prioritize design directions in line with what the community wants. Below we have developed three guiding principles that will be the focus of the project’s sustainability efforts. All solutions listed below are intended to meet atleast one of the three principles. Energy & Environment: To move on from current practices to design buildings that benefit people without sacrificing the ecosystem or needs of future generations. A design that takes current UN SDG (United Nations Sustainable Development Goals) goals into consideration. A design that not only reduces operational impacts, but also impacts during the construction process. Equity: To create a development that enables all people to participate, prosper, and reach their full potential. To create a positive impact for people who have historically been disadvantaged or excluded. Resilience: The ability to adapt to changing conditions and maintain functionality when faced with known environmental and infrastructural vulnerabilities. Resilient design to deal with warming climate, wildfires and drought. 82 CUSHING TERRELL / 10 MUST-HAVES LIST In conversations with key stakeholders during our September 2021 Sustainability Charette, they provided Cushing Terrell with a list of “must-haves” that are deemed critical to the project and an additional list of “nice-to-haves” to include in the product design. This list is provided in the table below. We will describe in further detail what are the benefits, challenges, risks, and impact of different must-have list items. We will describe only the most impactful and potentially most costly of the “must-have” goals. MUST-HAVES RELATED ASPEN CAP GHG REDUCTION KIT ACTION ITEM Energy Net Zero energy (On-site renewable) • Support low-income housing with energy upgrades and on-site renewable energy. (e.g., Colorado’s Affordable residential energy program) • Require Net Zero (or near Net Zero) for all new development • Pilot micro grid infrastructure to create districts that produce the same amount of energy they consume • Adopt net zero energy conservation code • Incentivize above code buildings and adopt latest codes with specific local requirement to exceed minimum standards • Provide regulatory and zoning relief for projects that meet verifiable high energy standards (LEED, Net Zero Energy Building, etc.) Fully electrified buildings • Convert natural gas space and water heating to electric or renewable energy • Coordinate with efforts to adopt high efficiency electric heating systems Battery Storage • Invest in energy storage to address the intermittency of wind and solar Install meters to provide aggregated utility data • Implement sub-metering for multi-family buildings for more granular building energy data • Partner with utilities to improve tenants’ access to energy-usage date MEP Heat Recovery Ventilators (HRVs ) 83 CUSHING TERRELL / 11 Cooking venting to outside Garage pollutant protection (if garage is underground) Radon resistant construction Water Building level water metering Highly efficient indoor water systems Transportation EV Charging Stations • Level 2 EV charging stations (number of stations to correlate with projected EVs on the market in ~2030) • Minimum 2 fast chargers • Make additional EV ready spaces for easy expansion of charger installation • Require EV charging stations (or EV readiness) in all new multifamily developments Bike rack / storage / parking / “fix-it” station • Expand bicycle network to better connect neighborhoods and work centers to public transit Architecture Passive Orientation Daylighting and Quality Views Acoustic performance • proximity to airport and highway; neighbor to neighbor; building plumbing and mechanical systems Sustainable building materials • Environmental Product Declarations Site/Civil Use native landscaping / xeriscaping Light pollution reduction Construction Construction Activity Pollution Prevention Fundamental System Testing and verification • Require and incentivize measurement and verification Building commissioning Contractor training Training for building managers post-construction Waste Management Outdoor and indoor storage and collection of recyclables and compost • Require composting through codes or regulations 84 CUSHING TERRELL / 12 C&D waste management & planning Resilience & Equity Social equity within the supply chain • Other social/racial equity project integration Design for enhanced resilience • Heating/cooling ventilation for wildfire smoke • Integrate AC into projects if future AC need is anticipated 85 CUSHING TERRELL / 13 NET ZERO CAPABLE ON-SITE ENERGY Recommended Goal: To provide on-site solar PV to meet near a 100% of the buildings electrical needs averaged through the year. Provide solar PV on all buildings and potential parking garages. Opportunities: Lower resident utility bills to near zero, reducing strain on grid, ensuring a carbon neutral operation, resiliency in face of grid failure Challenges: Potential challenges with implementing a PV installation of this size on the Aspen Electric grid. More discussion with utility needed, large upfront cost for PV panels and modification to buildings to achieve low EUI, all roofs and covered parking will need to be covered in Solar PV to be within reach of goal, building orientation will need to align if ideal solar production angle. WHAT IS NEEDED TO SUPPORT GOAL: • Well insulated building envelope above code minimums • Passive building orientation maximizing southern exposure and limiting West/East windows • High Performance windows well above code minimums • Tightly sealed envelope limiting air infiltration that requires non-standard construction techniques • High efficiency HVAC systems above code minimums • High Efficiency appliances In order to achieve Net Zero Energy for a project site, the total source energy delivered must be equal to the total energy consumed during a one-year time period. Times of seasonal over production of renewables will be balanced out by periods of production. The goal for this project is for 100% of the energy needs to be taken care of by on-site production. The constraint of on-site production limits the amount of PV that is produced, which places a cap on how much energy the site can use. Thus, the design layout and systems used are critical for being able to meet this goal. When loo king at designing a Net Zero project, the metric of energy use intensity (EUI) for the building is used to determine how efficient the building is and how much solar is needed. EUI is the energy usage on a per square foot basis over the course of a year. Having a low EUI design allows for the reduction in solar PV needed, thus saving on capital expenditure. The steps to creating a low EUI design is to first look at optimizing the architecture - improving the layout, limiting unnecessary fenestration, and improving envelope performance. Based on the climate, location and building type the strategies th at could be most impactful are a passive solar design with majority of windows south facing, highly efficient windows, selectively placed thermal mass, pitched roof, and super insulation. After architectural evaluations and optimizations are performed, the next step is to optimize efficiencies in the MEP systems. Common comparisons are reviewing biggest impact equipment or systems first and investigating how those could be reduced. Then moving into to the smaller impact items for efficiencies. For multi-family housing, over 60% of energy consumption is 86 CUSHING TERRELL / 14 through space heating and water heating. So that should be the first focus for efficiency improvements , followed by air conditioning. A high-level analysis of the site looking at potential PV production yielded a shortfall of solar production using just the residential roofs alone with code baseline design and equipment. Based these findings, it is estimated that the site will need to cut energy usage in half from baseline code and provide additional PV on parking stalls or a parking garage. Therefore, achieving Net Zero On-Site design is not impossible, but designing a net zero capable building will require a dedicated focus on optimizing building design and all energy uses on the site. As mentioned above, achieving Net Zero means there is a balance in production and consumption of electricity. Solar production is typically at its peak during mid-morning to mid-afternoon whereas, peak household energy consumption occurs early morning and evening. This imbalance means that there will be times when solar production is exported to the grid due to over production and times when the site will be pulling from the grid to meet energy demands. Having a utility that allows for net metering is needed for a net zero project if battery storage is not used. There are many benefits associated with achieving an on-site net zero energy project. First, it allows for Aspen Lumberyard the opportunity for Fixed vs Variable Energy Utility Rate energy utility costs for residents which provides them with greater financial security not having to pay that expense and deal with fluctuating bill prices based on the season. It creates energy independence from the grid which shields residents from the impact or raising utility prices, power outages, and reduced hydroelectric production. And lastly it falls in line with local and international climate goals. IMPACTS However, there are some impacts to the project that should also be taken into account. The obvious first impact is the cost to install a PV system and design changes to lower the building EUI. A PV system of this size will have substantial cost implications to the project. There will also be architectural considerations, such as, the visual impact of the PV panels on the site, changes to massing to be optimized for PV production, and a number of design decisions being driven by energy consumption. The anticipated utility company for the project is Aspen Electric which since 2015 has maintained a 100% renewable electricity profile and competitive rates. By showing the economic viability of renewable energy integration, Aspen Electric hopes this model will be adapted worldwide. Aspen Electric procures wholesale energy from Nebraska windfarm and biomass in Iowa. So even if solar PV is not pursued, electricity is coming from renewable sources. The strategy for potential PV integration needs further review as Aspen Electric has unique requirements regarding PV production that can create challenges for the project. 87 CUSHING TERRELL / 15 FULLY ELECTRIFIED BUILDINGS Recommended Goal: To provide a fully electrified building that does not rely on gas or fuel for heating, cooking or back-up power. To use heat pumps and all electric equipment for building needs Opportunities: To Decarbonize the project, and to eliminate local source of pollution. Challenges: Heat pumps have limits on how low of operating temperatures they can perform at. Creates one source of energy for the whole facility. WHAT IS NEEDED TO SUPPORT GOAL: • Heat pump technology for domestic water heating • Back-up source of heat during peak winter conditions • Increased electrical infrastructure to support additional electrical equipment • All Electric appliances A fully electric building does not rely on natural gas, propane or other on -site combustible gas or fuel to provide space heating, domestic hot water heating, and cooking. This design principle has gained a lot of attention in the last few years as decarbonization has gained momentum and electrical grids have increased their percentage of renewables with the expectation that grids will comprise a high percentage of renewables in the next 30 years. A number of municipalities on the west coast have introduced rules that no new buildings are allowed to provide natural gas service to site. Whether a project decides to go fully electric should depend on the utility company’s current fuel mix and proposed plan for utility production source. This is important to analyze as heavy coal reliant grids can have higher carbon production than natural gas. This is one of the reasons engineers moved away from electric resistance heating to natural gas boiler heating in the 80s and 90s as natural gas has a lower carbon footprint than coal. For this project, the expected utility-Aspen Electric, operates on 100% renewable energy via hydropower and wind. Therefore, pursuing building electrification will lead to decarbonization of the project. An additional benefit of electrification is that moving away from gas stoves will eliminate carbon monoxide, formaldehyde, and other harmful pollutants into the air, which can be toxic to people (1). BENEFITS AND TRADEOFFS Moving towards electrification offers some benefits and tradeoffs. Not having to pay to install gas piping and venting throughout the building will save on first cost, but a portion of this cost savings is offset by increased cost in electrical service needed to the site and associated wiring. The use of gas for heating has a good energy value because it’s cheaper to heat a home with natural gas than electricity. Thus, switching to electric heating can increase utility costs for tenants if only electric resistance heating is used. This can be offset to be equal or even cheaper than natural gas heating by using heat pump technology. Utilizing heat pump technology for space and domestic hot water heating with a Coefficient of Performance (COP) 88 CUSHING TERRELL / 16 of 3 or greater will reduce electrical energy costs by ½ to 1/3 when compared to electric resistance heating. Heat pumps have gained significant popularity in recent years due to their efficiency, installation flexibility, and ability to operate in cold environments. However, due to extreme cold that can occur at the site is advised to install supplemental electric backup to maintain setpoints during peak cold events. 89 CUSHING TERRELL / 17 EV CHARGING STATIONS Recommended Goal: To provide 15% of parking spaces with full Level 2 EV charging capability. Provide 30-50% of parking spaces pre-wired for chargers. Provide two Level 3 fast charger spaces. Opportunities: To allow residents to charge their fully or partially electric vehicles. Creates easier pathways for EV ownership. Reduces local air pollution, reduces causes of inversion, and reduces neighborhood noise. Challenges: EV vehicles require are large amount of electricity. Substantial electrical infrastructure will be needed to support the demand. Additional space required to support electrical transformers on an already compact site WHAT IS NEEDED TO SUPPORT GOAL: • Multiple electrical services to the site • Space for large transformers • Enlarged parking spaces to support charging ports and stands Decarbonization goals for the project do not end with the building. Providing Level 2 charging to the site will aide in reducing emissions for internal combustion engines (ICE) vehicles. Greenhouse gas emissions from vehicles will soon be the top source of emissions in Colorado and a significant portion of the state is classified as an ozone non-attainment area by the EPA (2). Electrification of cars can aide in meeting climate goals. According to the Rocky Mountain Institute, 15-20 percent of global light-duty vehicles would need to be electrified by 2030 in order to limit global temperature rise to less than 2 degrees C (3). There have been substantial commitments by local and national government organizations to increase electric vehicle adoption. Currently in California the 2019 CALGreen standard requires 10% of multifamily parking stalls to be EV capable (infrastructure in place for charge stations). The 2016 Denver building code requires charging infrastructure in place for new single-family dwellings. The state of Colorado EV Plan 2020 notes that state agencies shall have 20% of parking spaces pre-wired for charging and 5% EV charges installed (4). Currently, less than 4% of new vehicles sales for 2021 are from electric vehicles, that percent is higher in California with 10% of new vehicles being fully electric or plug in hybrid (9) (10). Future plans for charging and EVs include Denver’s 80 x50 Climate plan which aims for 30% of registered vehicles to be electric by 2030 (5). Domestic manufacturers have set targets to providing 40-50% of vehicle sales in 2030 to come from EVs, with President Biden pushing for 50% of new vehicle sales to be EVs by 2030 (6)(7). The Edison Electric Institute estimates that 7% of cars and light trucks on the road will be EVs by 2030 (8). It is difficult to know exactly how many spaces will need to have EV chargers by 2030, but planning should include a mix of installed and pre-wired spaces to allow for future flexibility. For early stage estimates it could be calculated that providing full EV charging for 15% of spaces with 30-50% of spaces pre-wired for charges could meet future 2030 needs. Based on estimated new car sales mentioned 90 CUSHING TERRELL / 18 above and an average car life expectancy of 12 years. It is assumed 75% of residents by 2030 will have replaced their vehicle from present and if an average of 20% (based on averaged increased rate from 4 - 40% EV sales) of new car sales this decade are EVs then 15% of residents would have a EV Vehicle. 91 CUSHING TERRELL / 19 ON-SITE STORAGE Recommended Goal: based on current information, more analysis is needed to determine if battery storage for reasons outside of resilience makes sense. Further discussions with the utility company and energy modeling are needed. Challenges: First Cost, Utility structure, understanding grid reliability and true use case, site spacing challenges Opportunities: Back-up during power outages, beneficial to local utility if changes made to current program WHAT IS NEEDED TO SUPPORT GOAL: On-site storage is the use of thermal tanks or batteries to store energy for later use during times o f emergency or to better match times of production and use. For this analysis we will look primarily at battery storage. The main reason to install batteries are: • Flatten peak load KW in order to reduce demand charge • Reliable back-up power • Charging of batteries during late at night when rates are lower to use during higher rate times • To assist grid in demand response. Can be managed by local utility as virtual power plant for emergency use and daily management of peak energy use. • Decarbonize grid by extending ours of clean energy use on the grid. Most of the economic viability of battery storage rely mainly on the rates and charges of the grid. Electrical utilities with high peak demand charges and time of use rates appear to be ideal candidates for battery systems. Based on the review of Aspen Electric residential billing, neither of the above advantages apply as rate increases are based on usage. Aspen Electric does not appear to have a battery program to use storage for demand response or ‘grid harmonization’. Outside of using batteries for resiliency, which will be addressed later, the last strategy where batteries could be beneficial is in utilizing storage to maximize PV output based on current understanding of PV hookup limitations. Based on current understanding, net metering for PV is not provided. Thus, a lot of potential solar production is wasted based on difference in production hours and usage hours. An individual battery in each unit could store energy during the day to use at night. This scenario is being used in the Soleil Lofts multifamily project in Herriman, UT. More analysis is needed to determine payback of such a strategy, but the quote below from an analysis of East coast projects notes it’s not economical. “Many customers, like multifamily affordable housing for instance, have energy usage profiles with broad peaks lasting multiple hours that would be difficult to economically manage with batteries.” (13) 92 CUSHING TERRELL / 20 As noted from a Medium article below, the money spent on batteries might be better used in solar PV and more efficient equipment. However, this statement does not take into consideration unique utility requirements. “According to a recent study by Clean Energy Reviews, the payback period for most battery systems is around 7 to 10 years. The study shows that it is generally more cost -effective to install rooftop solar panels and run an efficient appliance or hot water during the day rather than store excess energy in a battery.” (14) Figure 1: Source: Electric and Water Rate Ordinance 2017 https://www.cityofaspen.com/DocumentCenter/View/68/Electric-and-Water-Rate-Ordinances-2017- PDF?bidId= 93 CUSHING TERRELL / 21 DESIGN FOR ENHANCED RESILIENCE Recommended Goal: To provide a site design that can adapt to external environment events. Implementing strategies to protect from wildfires and power outages. Some examples of resilient design strategies are providing advanced filtration, well insulated construction, balanced ventilation, fire resistant site, cooling, and daylighting. Recommend developing a tailored program for resilience that addresses main resiliency concerns. Challenges: Further study is needed to identify greatest risks and likeliness of occurrence. Programs and Certifications for designing for resilience are new and largely untested. So, a custom plan will likely need to be created for this specific project that references the latest resources and guides. Opportunities: The frequency of certain extreme events (i.e., wildfires) is on the rise. To protect to community and residents. Resilient design can reduce the impact to extreme events and limit the disruption and impact to people’s lives. The Lumberyard is a project meant to increase local housing supply and it’s important to ensure external disturbances do not impact that goal. WHAT IS NEEDED TO SUPPORT GOAL: Resilience is the capacity to adapt to changing conditions and to maintain or regain functionality and vitality in the face of stress or disturbance. It is the capacity to bounce back after a disturbance or interruption. Through resilience, we can maintain livable conditions in the event of natural disasters, loss of power, or other interruptions in normally available services. Resilient design is the intentional design of buildings, landscapes, communities, and regions in response to these vulnerabilities. LARGEST VULNERABILITIES AND AREAS OF FOCUS Wildfire risk- The Fourth National Climate Assessment published in 2018 projected the annual burned area in the western US to increase 200-300% by 2050 (15). Thus, fires currently seen in the region are bound to worsen. The impacts of wildfires can lead to destruction of property, poor air quality, and grid failure. A resilient design will need to address the following three impacts: Destruction of property- to mitigate damage to the project in the event a fire is in the vicinity- providing a buffer zone from vegetation and effective landscape management can help protect the buildings as well as a fire-resistant exterior constriction. There are a number of strategies that can be used to reduce chance of project being impacted, one of the most developed guides that can be used is the Australian Bush Fire Standard. Future studies will be conducted for specific strategies, such as, providing clear egress routes to and from the property as well as turnarounds for fire trucks in driveways or yards. 94 CUSHING TERRELL / 22 Poor Air Quality- Wildfire smoke can impact air quality and impact children and those with underlying health concerns. Providing a tightly sealed envelope with a balanced ventilation system and advanced filtration will help reduce concentration of smoke inside the residence. Grid failure- A nearby fire can cause the electrical grid to go offline for hours or days at a time leaving residents without necessary systems such as heating, cooling, ventilation, hot water, cooking, and refrigeration. The vulnerability of the Aspen grid to fires still needs to be assessed. In addition to battery backup of critical systems, daylighting, thermal mass, and on-site renewables will all aide in keeping the building operational during an outage. Grid Failure- More advanced analysis is needed to determine the history of outages at Aspen Electric to see if battery storage for grid failure is truly beneficial. Battery storage for backup is much larger than for peak demand and time of use storage due to requirements to maintain operation for potentially days on end. This creates a very large upfront cost. Multiple strategies can be looked at for preparing for grid failure depending on likelihood of event. For example, if low risk of gird failure determined, but resiliency strategies still want to be implemented. A solution that provides back up for a community area where residents can gather instead of whole site could be more cost-effective strategy. As mentioned above, providing a well-insulated envelope with passive design will help buildings maintain comfortable temperatures much longer than typical construction. Fulfilling basic human needs are also apart of resilient systems: Sanitation, potable water, energy, lighting, air quality, food, health, and livable conditions. Creating community facilities that can be used as gathering places during an emergency to meet these basic needs could be used as alternative to whole building operation. Having a place to charge phones, flashlights, and get water could be critical in an emergency. Two other factors of resilient design are redundancy and anticipating future projections/needs. Providing redundancy in certain core systems like heating keeps site operational in case of equipment failures. Modeling design solutions (i.e., heating and cooling loads) based on future climatic conditions rather than relying on past data will help the project maintain baseline performance into the future and can adapt to future needs. Based on current information on climate change to area from past city reports cooling demand is expected to increase. As such, a resiliency strategy to adapt to changing climate is to add cooling for the residential units. While more study is needed on the cost benefit of batteries for backup power. A number of other resilient strategies are recommended that have other interactive effects and benefits to the site. Providing advanced filtration, well insulated construction, balanced ventilation, fire resistant site, and daylighting to improve resiliency and quality of living to the project. 95 CUSHING TERRELL / 23 Resilient Design Principles (16) 1. Resilience transcends scales. Strategies to address resilience are relevant at scales of individual buildings, communities, and larger regional and ecosystem scales. 2. Diverse systems are inherently more resilient 3. Redundancy enhances resilience. 4. Simple, elegant, passive systems are more resilient 5. Durability strengthens resilience. 6. Locally available, renewable resources are more resilient 7. Resilience anticipates interruptions and a dynamic future 8. Find resilience in nature. Natural systems have evolved to achieve resilience; we can enhance our resilience by relying on or applying lessons from nature 96 CUSHING TERRELL / 24 SOCIAL EQUITY Recommended Goal: Since equity truly involves meaningful participation of all members of a community. More research and community engagement are needed. We will layout a pathway and potential ideas for exploration below. Challenges: Truly understanding what is needed for residents to reach full potential. Accommodating a potential diverse range of needs Opportunities: Creating a stronger community that will help Aspen continue to thrive WHAT IS NEEDED TO SUPPORT GOAL: To create a development that enables all people to participate, prosper, and rea ch their full potential. To create a positive impact for people who have historically been disadvantaged or excluded. As outlined above, the Lumberyard project is looking to provide affordable, energy efficient, and healthy spaces to residents. These three things will inherently make great strides towards equity as lower income families generally bear an undue energy burden due to poor building construction and suffer from health effects from poor air quality. These poor housing conditions perpetuate the cycles of poverty. Equity can be about enabling all residents to thrive and grow. Advancing equity is critical to building a just and resilient future. Designing around equity is more than just making a building affordable, it also includes universal access, construction worker wages, and equity within the supply chain of products purchased for construction. Planning for equity includes: Engage community, Identify issues, Define goals, Set benchmarks, Measure performance, and Evaluate & Reflect. Potential equity strategies that will be analyzed: enhanced public realm, include diverse stakeholders in project development, social equity in the supply chain, universal access for a variety of residents, provide amenities such as a gym typically found in market rate apartments that lower household expenses. Designing for equity will be a continually developing process as we engage the community and get to the core of what is needed for the community. From there we will make recommendations and certification pathways that could be an ideal fit. 97 CUSHING TERRELL / 25 COMPARISON OF MUST-HAVE LIST AND CLIMATE GOALS Based on what has been proposed by CORE and the decade plus timeline for construction of the project (2024-2035), there are some questions that need to be asked: Is what is proposed Must-Have List going to meet climate reduction targets and by the time project is built will it still be considered as setting an example for sustainable affordable design or just meeting code? “In order to achieve the target set by the Paris Agreement – to limit the rise in global average temperature to below the 2 degree C threshold – all new construction must be designed to high energy efficiency standards and use no CO2-emitting fossil fuel energy to operate; by 2050 the entire built environment must be carbon neutral.”(18) “President Joe Biden recently solidified his greenhouse gas (GHG) reduction targets as part of a major global summit. The national goal is to reduce GHG emissions to 50% of the amount emitted in 2005 by 2030, with an even bigger goal of net-zero emissions by 2050.” (17) The Aspen CAP has a target of 47% reduction in GHG by 2030 from 2004 baseline The City of Denver has set targets of Net Zero Energy and all-electric new homes in the 2024 Building Code, and Net zero energy, all-electric new buildings in the 2027 Building Code. The AIA architecture 2030 challenge establishes that all new buildings be carbon neutral by 2030, (using no fossil fuel GHG emitting energy to operate) by implementing innovative sustainable design strategies, generating on-site renewable energy, and/or purchasing (20% maximum) off-site renewable energy. Cushing Terrell is a proud signatory of this 2030 AIA commitment. (18) Due to the very long lifespans of buildings and retrofits, there is a very significant GHG lock-in risk pointing to the urgency of ambitious and immediate measures. Looking at the s tatements above on targets and goals set by the city & organizations- designing to Net Zero Energy (On-site & Offsite source) operation and no fossil fuel use for a project with a construction timeline of 2024 -2035 will fit within what is required for climate goals and code. What is being proposed as goals today will be considered standard practice in the future for specific goals. That does not mean this project is not considered sustainable as we have mentioned that sustainability is more than just about energy. Being in alignment with climate goals and reduction targets sets an example that it is possible to achieve these ambitious goals in affordable housing and creates an example to follow for other projects. 98 CUSHING TERRELL / 26 IMPLEMENTATION Create a path for Implementation: Now that we have done a dive into the principles and goals regarding sustainability for the project- how can we achieve these ambitions? For a project on this scale and this long of a time horizon there needs to be a framework in place to help guide the project to keep all team members on track and working towards the project goals. Depending on the specific goal, setting a performance target is sufficient. For example, stating a % of parking to have EV chargers is straight forward and limited room for differing interpretations. Whereas a more multi-disciplinary goal may require a detailed program to give a path on how to achieve and provide verification of outcome. Programs and standards also assist in defining goals that could have differences in interpretation and differing measures of success. A few other benefits of having a program or certification to follow is that it provides accountability for the g oals and verification of success to the city. An example of this would be potentially having the goal of a “Well insulated and tight building envelope”- without a certification or program to follow it is left up to the design team to interpret what that looks like and leaves how to verify success open ended. Whereas, using the Passive House Standard for certification creates a path for success and a clear result through testing post - construction that the goal was achieved. Below, a number of certifications, programs, and codes will be outlined. These will be summarized at the end to list what is potentially the most compatible methodology for achieving the Lumberyards sustainability goals. Benefits of Pursuing Certification • Needed for CHFA funding • Expressed as a desire by community in surveys • Creates project accountability for goals • Aids team in providing framework on meeting goals • Helps better define goals that may have different interpretations of what success mans • Visual representation to community of sustainability commitment • 3rd party certification and inspections very information and performance • Certified buildings used less energy and are healthier • Qualify for tax rebates and other incentives Below we will outline what the certification is, what are the requirements, what are the challenges, and how it aligns to project goals. 99 CUSHING TERRELL / 27 LEED FOR MULTIFAMILY LEED is the most widely used green building rating system in the world for the design, construction, and operation of high-performance buildings. There are currently 93,000 LEED registered projects in the world. LEED is a series of rating systems aimed at increasing the environmental and health performance of buildings' sites and structures. LEED emphasizes integrative design, integration of existing technology, and state-of-the-art strategies to advance expertise in green building practices. LEED certified multifamily buildings have lower occupancy rates and higher lease rates. LEED homes are also designed, constructed, and operated to be resilient in adverse conditions and are developed with proactive design planning for potential impacts of catastrophic weather. The certification rating system is a points-based system that relies on third party review for accountability. LEED for multifamily focuses on location and construction of the building itself, emphasizing water consumption, energy use, materials selection, and indoor air quality. The LEED rating systems aim to promote a transformation of the construction industry through strategies designed to achieve seven goals(11): • To reverse contribution to global climate change • To enhance individual human health and well-being • To protect and restore water resources • To protect, enhance, and restore biodiversity and ecosystem services • To promote sustainable and regenerative material resources cycles • To build a greener economy • To enhance social equity, environmental justice, community health, and quality of life Health: LEED homes are designed to maximize indoor fresh air and minimize exposure to airborne toxins and pollutants, making it healthier and more comfortable. Savings: LEED homes use less energy and water, which means lower utility bills. On average, certified homes use 20 to 30 percent less energy than non-green homes, with some homes saving up to 60 percent. Value: With proper planning, LEED homes can be built for the same cost as non-green homes. LEED homes can qualify for discounted homeowner’s insurance, tax breaks and other incentives. And in many markets, certified green homes are now selling quicker and for more money than comparable non -green homes. While there are many positives with LEED, a few drawbacks are that many points are prescriptive and not field verified i.e., energy performance. Focusing solely on chasing points can force certain design decisions that may not necessarily make sense for the project and can stifle creativity. LEED has tried to be a “One - size-fits-all” solution in the past, but the latest Version 4.1 has made some changes to better accommodate a specific site. 100 CUSHING TERRELL / 28 Additional Stats: • Holistic in nature • Can penalize less urban projects in terms of higher levels of achievement with Site/Location requirements • Has great public recognition • Does not give credit for energy cost savings beyond 50% - a disadvantage for net zero projects LEED FOR NEIGHBORHOOD DEVELOPMENT (ND) LEED for Neighborhoods looks beyond the building to place more emphasis on the overall wholistic community to foster more sustainable and well-connected neighborhoods. LEED for ND gives building owners and operators the tools they need to immediately impr ove both building performance and the bottom line. While also providing healthful indoor spaces for a building’s occupants. LEED for Neighborhood Development can be achieved in addition to LEED BD+C Multifamily. Achieving LEED certification or other approved certification is a prerequisite to pursuing LEED for ND. There are many overlapping credits between LEED for ND and LEED Multifamily, but additional emphasis is placed on neighborhood planning and creating opportunities that can come with a large develo pment. For example, using the point for tree-lined and shaded streetscapes to help reduce urban heat island. With the high- level analysis that the standard provides, some requirements or credits may not be able to be achieved due the site location already being set. While conversely there are several credits that will match well with the goals of the project. LEED-certified developments are designed to deliver the following benefits: • Lower operating costs and increased asset value • Reduced waste sent to landfills • More healthful and productive environments for occupants • Qualification for tax rebates, zoning allowances, and other incentives in many cities Due to the longevity of a neighborhood that may persist for a hundred years, it can pay dividends for generations that will cumulatively have a much larger return than other green investments. ENTERPRISE GREEN COMMUNITIES (EGC) Enterprise Green Communities is the nation’s only green building program designed explicitly for affordable housing. With a strong focus on energy efficiency, resiliency, and human-centered design, EGC certified projects meet the most pressing needs of the developer, the operator, and the residents. They promote equitable development by ensuring residents have a voice in designing their homes and creating communities connected to transportation, quality food and critical services. To ensure the success of the project, Enterprise requires teams to engage with a multitude of stakeholders throughout the design and construction process, including future residents, onsite staff, and local neighbors. This process allows the project to be responsive to the community it serves, to be ecologically, socially, a nd historically relevant, and to provide a space that not only helps people to heal, but to actually thrive . (12). 101 CUSHING TERRELL / 29 Today, 27 states and Washington D.C. require that affordable housing developments receiving public funds comply with the Green Communities Criteria. “We believe, because it is true, that people are affected by their environment, by space and scale, by color and texture, by nature and beauty, that they can be uplifted, made to feel important.” Jim Rouse, Enterprise Co-Founder Five themes are central to the 2020 Enterprise Green Criteria (20): 1. Integrative design approaches that give residents a voice in the design process 2. A path to zero energy with strategies to help all developments move closer to zero emissions 3. Healthy living practices such as ample ventilation and healing-centered design 4. Water standards that promote efficiency and protect against lead poisoning 5. Resilience requirements that prepare homes for local climate hazards. There are two levels of certification: Enterprise Green Communities and Enterprise Green Communities Plus. Green Communities Plus is available to affordable housing teams making an extra effort to reduce emissions. This elite designation recognizes developers who are moving toward or achieving zero -energy homes. A project can meet EGC Plus by meeting “Moving to Zero Energy” or “Achieving Zero Energy” Criteria. Enterprise Certification has alignment with Zero Energy Ready Homes (ZERH) and Passive House(PHIUS). The program has also aligned with the WELL building standard offering a dual certification path through collaboration between the International WELL Building Institute (IWBI) and Enterprise Community Partners that combines the best part of Enterprise Green Communities criteria and the WELL Building Standard. In addition to the partnership with WELL, Enterprise Green Communities aligns its advanced energy performance credits with the International Living Future Institute’s energy approach. Specially, projects can use the Living Building Challenge’s Zero Energy Petal as a compliance option. Because Enterprise Green Communities was developed and is managed by a non-profit, the cost to certify is much lower than other green building certifications Here is a more detailed explanation of the Zero Energy Ready Home (ZERH) Certification as the other certifications are mentioned in more detail in this document. ZERH is the Department of Energy’s most advanced energy performance standard. ZERH requires, at a minimum, 30% better energy design than 2012 IECC and 15% better than Energy Star v3.1. In addition, ZERH has a strong focus on water management, indoor air quality, and field testing of envelope, HVAC, and lighting systems. Specific requirements include: • HERS rating of 48-55 • Water management design and installation checklists • Construction Phase verification of ventilation, envelope, heating, cooling, domestic hot water, and lighting system performance by a third-party green rater • Best practice domestic hot water distribution design • Optimized framing and duct location 102 CUSHING TERRELL / 30 • Solar Ready • EPA Indoor Air Quality Package • ZERH also pairs well is the International Living Future Institute’s Zero Energy Petal. Affordable housing projects with Net Zero Energy goals often benefit from blending the EGC 2020, ZERH, and Zero Energy Petal certification requirements. NATIONAL GREEN BUILDING STANDARD (NGBS) The National Green Building Standard ICC-700 (NGBS) is the first residential green building rating system approved by ANSI, the American National Standards Institute, as an American National Standard. (21) It provides a flexible, expansive point-based system for certification. It also offers builders and developers an affordable process to build green homes that meet their goals, are appropriate for their specific climate, and meet the needs of their market. There are very little mandatory requirements which allows for team to meet points as we see fit. The NGBS Green Certification is a tiered certification (Bronze, Silver, Gold, Emerald) system that requires increasing points in all categories to move up to next level. One advantage that NGBS has over LEED is that it has lower program fees, but not dramatically less. In a comparative analysis NGBS and LEED, it was found that NGBS buildings are quicker to certify, they lack some of the mandatory site and inspection requirements the LEED requires (22). This certification is a Design/Review based certification. Every NGBS Green Certified home is inspected in- person at least twice by an experienced NGBS Green Verifier; an inspector independent from the builder who has been accredited by Home Innovation. Before a verifier can award the home points for the green practices claimed by the builder, he or she must visually inspect nearly every one of the green practices, products, and technologies to ensure they are installed correctly (21). PASSIVE HOUSE (PHIUS) The Passive House standard (PHIUS) is a high-performance building standard that challenges the construction industry to maintain a comfortable indoor environment with very low operating energy. Passive House buildings consume up to 90% less heating and up to 80% less cooling energy than typical existing buildings, depending on climate. At the same time, they provide healthy, high quality living and working conditions-comfortable temperatures all year round, no drafts or mold, good indoor air quality. With very low operating costs and high temperature stability, these buildings also provide resilience against rising energy prices and changing climate conditions. The PHIUS standard focuses primarily on reducing operational energy and does not address embodied energy or site considerations. Achieving certification is based on pass/fail performance testing and energy modeling. The most recent revision to the standard (PHIUS + 2021) has new provisions which incentivize building electrification. Certification also emphasis moisture mitigation, durability, and improved air quality as other quality assurance metrics. The standard also has several accountability systems in place such as 3rd party design review, 3rd party on-site assurance checks, and independent certification verifiers. 103 CUSHING TERRELL / 31 Passive House design is most common in colder climates such as Canada due to its highly insulative design. Benefits of Passive House include: • 3rd Party verification • Lowering of EUI through design principles which will help achieve Net Zero goals • Risk Management-special attention paid to moisture control and ventilation which will be reviewed by PHIUS experts to identify potential problems. Can be another set of eyes on the design • Guidebook uses past experience to build knowledge base to increase success of project • Rigorous Quality Assurance • Earn US DOE Zero Energy Ready Status • Earn US EPA Indoor airPLUS label • HERS Index Score Potential Challenges with Certification: • Very strict air tightness requirements. Additional effort and care needed in construction and detailing. • First costs increase due to added insulation and construction methods needed • Limits on fenestration area and orientation (if prescription method used) Overall, this is a well-established program with a good track record and strong fit for the project. The challenges come with meeting the stringent performance targets, but with the goal of net zero energy this provides a solid framework for helping get the building performance in line with what is needed to achieve net zero energy. The downside to this is that is not as widely adopted as other certifications and does not address all the project goals. THE LIVING BUILDING CHALLENGE PETAL The Living Building Challenge is the highest level of green building certification in the world today. It provides a framework for design, construction, and the symbiotic relationship between people, our community, and nature-using nature as the ultimate measuring stick. Projects that achieve Living Building can claim to be the greenest anywhere and serve as role models to their communities. There are only 30 projects worldwide that have met the entirety of this rigorous standard to date. We are aware of two projects currently seeking the entirety of the Living Building Challenge in Colorado; the Pikes Peak Summit Complex and the Aspen Distillery. The RMI Innovation Center in Basalt has achieved the Energy Petal under an older iteration of the standard. The LBC aims to transform how we think about all facets of design and construction as an opportunity to impact the greater community and local cultural fabric. The standard asks the question of instead of creating a slightly less bad version of what we have- what does good look like? The certification pushes for project to move past being less bad into being truly regenerative. Nested within the Living Building Challenge are other opportunities for certification. See the below table to demonstrate the various levels of commitment. 104 CUSHING TERRELL / 32 The Living Building Challenge offers an adapted framework specific to affordable housing projects which allows for a unique opportunity for our project type. Regardless, the Living Building Challenge remains a challenge as the name implies. Based on a metaphor of a flower, the LBC includes seven “petals” – Place, Water, Energy, Health & Happiness, Materials, Equity, and Beauty. Within these petals are imperatives – criteria for meeting each Petal. Under this rating system, rather than select credits – all listed imperatives are required for certification. Achieving Living Building Petal Certification is more viable and perhaps better aligned with our project’s goals. Achieving Petal Certification means meeting all of the CORE imperatives of the Living Building Challenge and one Full Petal such as Net Positive Energy. Petal Certification has good alignment with our project’s sustainability since it is holistic in nature including language for equity and responsible materials. The CORE imperatives define the 10 essential requirements that the International Living Future Institute recognizes as best practices for all green buildings. CORE can be seen as a competitor in the marketplace to LEED Platinum. Certification is based on 12-month actual performance that is tested a full year after occupancy. This ensures that LBC and CORE projects operate as the standard requires opposed to being met with modeled predications. The Living Building Challenge provides a framework for affordable house project specifically to provide pathways and identify strategies to assist affordable housing developers in overcoming social, regulatory, and financial barriers to achieving Living Building Challenge Certification. This is particularly valuable to 105 CUSHING TERRELL / 33 achieving the Water Petal in the State of Colorado which remains the biggest hurdle to more projects adopting the LBC standard. In creating the Living Building Challenge v4.0, the current standard, the International Living Future Institute deliberately aligned their requirements with the UN Sustainable Development Goals which we recognize as a guiding principle for this project. Petal Certification Requirements- a project that has achieved all CORE imperatives, and one or more of the three primary Petals—Water, Energy, or Materials Living Futures Institute Mission: to reconcile the built environment with the natural environment, into a civilization that creates greater biodiversity, resilience and opportunities for life with each adaptation and development. WELL The WELL building standard is the first building standard to focus exclusively on the health and wellness of people in buildings. Since we spend 90% of our time indoors, the quality of the indoor space can have a significant effect on our wellbeing. This is a performance-based standard that focuses on features that directly impact human health in a building. The standard uses a body of research to look at the impact and provide recommendations to the following seven categories: • Clean Air • Clean Water • Access to Healthy Food • Circadian Light • Exercise • Comfort • Mental Peace WELL certification uses third party verification and is designed to seamlessly align with LEED certification. There is also alignment with some of the categories in Living Building Chall enge which means that achieving a credit in one, integrates into the requirements of the other certification. Practical applications of this standard include: • Ensuring Clean Water • Monitoring and filtering air for improved IAQ • Selecting Low Toxic Products & Equipment • Sensory Delight o Biophilia o Circadian Light Design o Verified Thermal Comfort o Better Humidity Control o Improved Acoustics o Occupant Controls 106 CUSHING TERRELL / 34 WELL goes above LEED and Living Building Challenge in many wellness categories. This standard can be used as a compliment to these other more wholistic standards. While their standard is most used in offices, it has been adapted for use in residential projects as well. Certification is provided after a 12- month verification that ensures metrics are met; this provides peace of mind to the owner that the project meets intended goals. While many of the categories and requirements of this standard are not directly mentioned as a stated goal. The practices should be considered in order to provide a quality environment that improves the wellness of its occupants. NET ZERO ENERGY & ZERO CODE The term Net Zero Energy can carry different definitions and meaning for buildings, but it quite generally means: Net Energy Balance Definition = (Total Source Energy Delivered) – (Total Non-Renewable Source Energy Displaced) Depending on which program is followed will change how NZE strategy is implemented. Here are four certification or future code adoptions and their definition of what a Net Zero Energy Building looks like ILFI- Zero Energy Certification- One hundred percent of the building’s energy needs on a net annual basis must be supplied by on-site renewable energy. No offsite production and combustion allowed. This certification is achieved based on actual, not modeled performance. * See above under Living Building Challenge LEED Zero Energy- LEED Zero Energy considers both site and source energy. Can meet with on-site or off- site renewable energy. Certification allows for more off-site strategies than ILFI and LEED BD+C is needed to qualify for certification. City of Denver future codes- Denver defines “Net Zero Energy (NZE)” as a new building or home that is highly energy-efficient and fully powered from on-site and/or off-site renewable energy. This means that new buildings and homes will be: (1) Highly Energy Efficient, (2) All-Electric, (3) Powered by Renewable Energy, and (4) Providers of Demand Flexibility for the Grid. (19) Architecture 2030-Zero Code- buildings shall meet minimum energy efficiency of ASHRAE 90.1-2019, no gas or fossil fuel equipment, on-site or off-site renewable energy. The two main themes of a NZE building are no on-site combustion and energy from renewable sources either on-site or off-site. This should be used as the guiding principle moving forward for what defines a NZE building. There are several pathways to getting NZE certified, the certifications above can be used or there are credits in EGC or ILFI that outline NZE goals. Following a code or standard for NZE will ensure a project is net zero and provide verifiable proof as such. 107 CUSHING TERRELL / 35 Looking at reference projects that have achieved certification there are quite a few similar projects that have been successful in the certifications listed above with some that have no reference projects based on how new the rating system is: LEED Multifamily Certification in Colorado: 43 projects, 3 platinum projects, 1 mixed income housing projects LEED Zero Energy: no residential projects LEED ND: 7 in Colorado Living Futures- a lot of examples of Zero Energy Certification and Energy Petal. A fair number of housing and multifamily projects There was formerly an affordable housing pilot program which has since become a working group that supports project teams around the world. WELL: Four well residential projects in Colorado and hundreds in the US. Passive House (PHIUS): Hundreds of buildings certified, only single family certified in Colorado so far Enterprise Green Communities: 100,000 plus homes certified Enterprise Green. No information on how many have achieved EGC Plus certification 108 CUSHING TERRELL / 36 SUMMARY COMPARISON OF CERTIFICATIONS Below is a summary comparison of the certifications that most align with the Lumberyard project. These ranks are based on the information mentioned above and a deeper dive comparison of each certification against the seven categories listed below. The deeper dive comparison which is the basis for this ranking can be found in the Appendix. Please note that while one certification may score higher than another, there is more that goes into picking the best suited certification. * *Please note that these rankings are subjective and intended to generally represent project alignment 109 CUSHING TERRELL / 37 RECOMMENDED PATH FORWARD Based on the information provided from key stakeholders at the city, community feedback, and the Climate Action Plan, there is very good alignment between all groups. Meaning that the recommendations provided below have good correlation and give the design team confidence that this is the appropriate path to follow. Almost all the recommendations below have come from ideas expressed to us from the City of Aspen. We have identified 10 big ideas that should be the focus of the project’s sustainability efforts. They are as follows: • Near Net Zero On-Site Energy • Fully Electrified Buildings • Minimum of 15% full EV charging for parking spaces and additional 15% of EV -Ready Spaces • Battery Storage for partial back-up power of site* • Equity in project design and in material sourcing • Resilient Design to protect against wildfire, power outages, and higher temperatures • Focus on healthy spaces through filtration, material selection, daylight, acoustics and ventilation • Diversion of construction waste & On-Site Recycling and Composting • Requiring Third party commissioning and site verification • Metering of individual resident utility use In addition to the ten goals above, we also suggest the “must-have” list items not listed as a priority for the project. Outside of potentially battery storage, these goals all seem feasible and will support the ten main goals above. The ten main items align with the “must-have” list, community feedback, and ambitious climate reduction target. Achieving these ten items for the Aspen Lumberyard project will showcase the city’s commitment to sustainability, focus on meeting GHG reduction targets, and setting the standard on what high quality affordable housing can look like. Achieving these goals will not be easy, however, with the right programs and certifications in place early in the project it will help guide the project team to a successful implementation. As described in detail above there are many certification pathways that can be followed. Laid out in more detail in the Appendix is a deeper dive comparison of the different certifications and provides more information on the reasons for the scoring of the Summary on the previous page. Based on the scoring in the summary and our experience with the different certifications we believe that the Enterprise Green Communities Plus + Net Zero Energy certification has the best alignment with the project goals. This certification encompasses many of the project goals we have and provides a good wholistic framework for sustainable building design. The Enterprise Green Communities (EGC) has attributes that have a lot of similarities to the other programs. Besides its similarities with LEED BD+C, which it is often most compared to, achieving 2020 EGC Certification also receives WELL Certification through a partnership with the International WELL Building 110 CUSHING TERRELL / 38 Institute (IWBI). Regarding Net Zero Energy Certification, there are many pathways provided to achieving this credit. The project may qualify using Passive House PHUIS+ Source Zero, ILFI Zero Energy Petal, Zero Carbon Petal, or DOE Zero Energy Ready Home (has similarities to PHIUS). In addition to this overlap with other certifications, EGC Plus has a few prerequisites and credits that align with LEED for Neighborhood Development. Thus, this program has a lot of overlap with other programs and provides a wide ranging wholistic program to advise the project team. While this is a great program, it does not have the same notoriety as LEED or high standard as the Living Building Challenge. The City of Aspen aims to be a leader and a catalyst for change as quoted in the intro. If the city wishes to truly push the envelope regarding sustainability and bring national attention to the project. Here are a few highly ambitious above & beyond goals that could be brought under consideration. The first is to utilize the new grey water plant that is near the project. This is not currently mentioned as a must have, but due to the ideal location of the grey water plant we could use some of this recycled water for irrigation and possibly toilet flushing. While providing grey water for toilets would be a first in the area (to our knowledge) this would increase resiliency for the project as snowpack is expected to decrease this century. The second reach goal would to be to achieve Zero Carbon Certification. Zero Carbon is defined as reducing operational and embodied carbon emissions. Embodied Carbon are the emissions created to build the Lumberyard project. Embodied Carbon is a large contributor to GHG emissions in buildings and due to its disproportionate impact at the outset of the project it has a significant impact on global CO2 reduction goals. Since we are already proposing eliminating the operational carbon emissions, achieving Zero Carbon certification is a matter or reducing some embodied carbon through the design process and procuring carbon offsets for the remainder of emissions. And lastly, a very ambitious goal to put the project on the map in terms of sustainability would be to change from achieving EGC Plus Certification to Living Building Challenge (LBC) Petal Certification. As mentioned previously, LBC is the highest level of green certification in the world. Regardless if any of these reach goals are pursued, the Aspen Lumberyard project would be setting itself apart by pursuing the ten main goals and certification mentioned above. *Further study is needed for this goal. See Design for Resilience section for more information. 111 CUSHING TERRELL / 39 REFERENCES: 1. https://ww2.arb.ca.gov/resources/documents/indoor-air-pollution-cooking 2. https://energyoffice.colorado.gov/zero-emission-vehicles/colorado-ev-plan-2020 3. https://evadoption.com/can-the-us-reach-50-million-evs-in-operation-by-2030/ 4. https://drive.google.com/file/d/1-z-lNQMU0pymcTQEH8OvnemgTbwQnFhq/view 5. https://www.denvergov.org/files/assets/public/climate- action/denvervehicleelectrificationactionplan.pdf 6. https://www.caranddriver.com/news/a37232112/biden-target-50-percent-evs- 2030/#:~:text=President%20Biden%20is%20expected%20to,new%2Dcar%20sales%20by%202030. 7. https://www.reuters.com/business/autos-transportation/us-automakers-say-they-aspire-up-50-ev-sales- by-2030-sources-2021-08-04/ 8. https://www.eei.org/resourcesandmedia/newsroom/Pages/Press%20Releases/EEI%20Celebrates%201%2 0Million%20Electric%20Vehicles%20on%20U-S-%20Roads.aspx 9. https://www.greencarreports.com/news/1133143_us-ev-sales-have-been-record-breaking-so-far-in- 2021-despite-supply-chain-issues 10. https://www.cnbc.com/2021/10/26/americans-are-buying-teslas-not-evs-heres-why-thats-about-to- change.html 11. https://www.usgbc.org/sites/default/files/section/files/v4-guide-excerpts/Excerpt_v4_ND.pdf 12. https://www.greencommunitiesonline.org/introduction 13. https://www.utilitydive.com/news/a-new-program-is-making-battery-storage-affordable-for-affordable- housing/596335/ 14. https://medium.com/batterybits/batteries-for-affordable-housing-f9073f0fdee3 15. https://energynews.us/2020/09/30/colorado-utilities-fear-wildfire-risk-and-liability-amid-warming- climate/ 16. https://www.resilientdesign.org/wp-content/uploads/2018/11/RDI_Benchmarking_Resilience_summary- 1.pdf 17. https://www.brookings.edu/research/we-cant-beat-the-climate-crisis-without-rethinking-land-use/ 18. https://architecture2030.org/zero-code/ 19. https://denvergov.org/files/assets/public/climate-action/documents/denver-nze-implementation- plan_final_v1.pdf 20. https://www.enterprisecommunity.org/impact-areas/resilience/green-communities 21. https://www.ngbs.com/the-ngbs-green-promise 22. https://www.architectmagazine.com/technology/cincinnati-aia-compares-leed-and-ngbs_o?o=0 112 CUSHING TERRELL / 40 APPENDIX GHG Toolkit Applicable Objectives Transportation and Location Expand bicycle network to better connect neighborhoods and work centers to public transit Expand pedestrian infrastructure to better connect neighborhoods and work centers to public transit Expand bike share network to better connect neighborhoods and work centers to public transit** Use zoning and transit-oriented development to site new development near jobs and transit Improve winter bike and pedestrian options Materials & Resources Expand number of cool roofs to reduce cooling needs*** Expand number of green roofs*** Require composting through codes or regulations**** Mandate deconstruction Water Efficiency Energy & Atmosphere Pilot micro grid infrastructure to create districts that produce the same amount of energy they consume **** Invest in energy storage to address the intermittency of wind and solar**** Convert natural gas space and water heating to electric or renewable energy Promote energy efficiency improvements such as adding insulation and pipe wrap to water heaters. Incentivize above code buildings and adopt latest codes with specific local requirement to exceed minimum standards.**** Move towards net zero energy and adopt net zero energy conservation code**** Require and incentivize measurement and verification Provide regulatory and zoning relief for projects that meet verifiable high energy standards (LEED, Net Zero) Support low-income housing with energy upgrades and on-site renewable energy. (e.g. Colorado’s Affordable residential energy program)**** Partner with utilities to improve tenants’ access to energy-usage data Implement sub-metering for multi-family buildings for more granular building energy data Coordinate with efforts to adopt high efficiency electric heating systems Require net zero (or near net zero) for all new development Site Require EV charging stations (or EV readiness) in all new multifamily developments Indoor Environment Resiliency Integrate AC into projects if future AC need is anticipated *Not Currently noted to be included in project **Partially applicable to project scope, may not be directly relevant 113 CUSHING TERRELL / 41 ***Current design may not be able to accommodate action ****Not a project requirement, but a city goal that would showcase setting an example for action COMPARISON OF CERTIFICATIONS LEED for Multifamily LEED for Neighborhood Development Enterprise Green Level of Difficulty to Achieve Difficulty Difficult Difficult Location & Transportation Points for reduced parking and off-street parking, EV and Biking infrastructure. Score: 4/5 already in alignment with a number of goals. Some compromise due to parking constraints. A lot of points correlated to site location which we cannot change. Location based points to encourage development in existing communities. Required to locate on a site served by existing water infrastructure or city planned service area. Consult with Wildlife Agencies to determine ecological impact Do not build on wetlands. Pt: Restore sloped land greater than 15% Pt: 50% of units within 1/4 mile of public transit or 1/2 mile from rapid transit stop. Restoration of habitat and wetlands. Score: 4/5- Further detailed study needed to determine feasibility with site prerequisites. Several points such as compact development, mixed-use neighborhood, and housing affordability fit well with project. Mandatory: Limit building on sensitive sites such as floodplains, wetlands, and farmlands. Mandatory: Locate site with access of existing roads, and sewers. Connect to street every 800 feet Mandatory: Build to residential density of block group. 15 units per acre for multifamily Mandatory: 0.5 mile to transit Mandatory: Proximity to Services and Public Transportation Access 114 CUSHING TERRELL / 42 Materials & Resources Prerequisites include recycling collection, and construction waste plan. Points for performing building life-cycle impact, procuring EPDs and Diversion waste credits. Score: 5/5- alignment with three of the project goals. Not apart of program (Credit for achieving a LEED for building certification) Score: N/A, based primarily on LEED BD+C pt. Mandatory: Healthier material selection per certification specification. Mandatory: Durable surfaces in bath, kitchen, and laundry Mandatory: Provide drainage away from building and vapor protection at foundation Mandatory: Construction waste management plan Water Efficiency Indoor and Outdoor water use reduction. Points based on % reduction. Score: 5/5 Good alignment with project goals. Relatively straightforward to achieve points. A few points available for indoor and outdoor water reduction. More focus on water infrastructure, rainwater management, wastewater management, and preserving site hydrology. Score: N/A, based primarily on LEED BD+C pt. Mandatory: 20% reduction in water consumption baseline. Monitor water consumption and leaks Energy & Atmosphere Points based reduction in energy use from ASHRAE standard. Modeling only required for points. Requires fundamental commissioning of systems. Additional credits to renewable energy generation. Less points focus on Energy. Points achieved for solar orientation, renewable energy production, and building performance Score: N/A, based primarily on LEED BD+C pt. Mandatory: Certify through Energy Star Residential New Construction Program. Provide predicted EUI. Four steps from Mandatory to Moving to Zero Energy to Zero Energy to Moving to Zero Carbon 115 CUSHING TERRELL / 43 Score: 4/5 Good alignment goals, follow-up verification is not needed. Site Protect and restore habitat, reduce pollutants from rainwater runoff and practice LID. Score: 5/5 Good alignment with project goals Required: 90% of new buildings open onto public space or sidewalk, not parking lot. Required: Density requirement based on distance from transit Pt: Walkable streets defines overall circulation, layout and ratios. Pt: Meeting certain density goals. Increased density yields more points Pt: Walking distance to mixed-use spaces Pt: Diversity in housing types and housing affordability relative to AMI Pt: Add neighborhood gardens Pt: Tree-lined blocks and shaded sidewalks Score: 4/5- Good alignment with prerequisites while several points are not a good fit for project such as building reuse, district heating, and infrastructure energy. Mandatory: Project within 0.25 mile walk to minimum of 0.75 acres or 10% of project space to open space Mandatory: Native plantings, surface stormwater management, efficient irrigation Indoor Environment Prerequisites based on construction methods, points for balanced Not a part of program (Credit for achieving a Mandatory: radon mitigation and garage 116 CUSHING TERRELL / 44 whole building ventilation, thermal comfort, daylight, and acoustic performance. Score: 4/5 Good alignment with several goals but achieving some points will drive certain design decisions ie. Walk off matts and daylight requirements. LEED for building certification) Score: N/A, based primarily on LEED BD+C pt. isolation from dwelling unit. Mandatory: ASHRAE 62 Pt: Construction pollution management and noise reduction Mandatory: Integrated Pest Management and Smoke-Free Policies Mandatory: Focus on 1 of 3 human-centered design elements, includes: Active Design, Universal Design, and/or Healing Design Equity & Beauty Various parts of equity are addressed through pilot credits which can be applied for the innovation credit in LEED. Several helpful pilot credit guides can be used to help navigate this topic. Score: 4/5 Credit for community and resident participation in the development process. Optional Healing Design focused on art, beauty, and biophilia Optional Cultural Resilience design process 117 CUSHING TERRELL / 45 EGC supports the projects must haves via numerous pathways: • Net Zero Energy: c5.2 Near Zero Certification, c5.4 Achieving Zero Energy • Electrification: c5.5 Moving to Zero Carbon: All Electric • Renewables and Energy Storage: c5.3 PV Ready and Renewable Energy, c5.10 Resilient Energy Systems: Critical Loads • Garage Pollutant Prevention: c7.4 Garage Isolation • Radon: c7.1 Radon Mitigation • Air Quality: c7.3 Combustion Equipment, c7.1 Radon Mitigation, c7.5 IPM, c7.6 Smoke-Free Policy, c7.7 Ventilation • Energy and Water Metering: c4.4 Monitoring Water Consumption and Leaks, c8.5 Energy and Water Data Collection and Monitoring • Efficient Water Use: c3.7 Efficient Irrigation and Water Reuse, c4.1 Water-Conserving Fixtures, c4.5 Efficient Plumbing Layout and Design, c4.6 Non-potable Water Reuse • Alternative Transportation: c2.8 Proximity to Transit, c2.9 Improving Connectivity to the Community • Passive Design: c2.10 Passive Solar Heating/Cooling • Acoustics: c7.10 Noise Reduction • Health and Environmentally friendly Material Selection: c6.1 Ingredient Transparency, c6.2 Recycled Content, c6.3 Chemical Hazard Optimization, c6.4 Healthier Materials, c6.5 Environmentally Responsible Materials, c6.7 Regional Materials • Native Landscaping, Low-Impact Design: c2.1 Site Sensitive Protection, c3.3 Ecosystem Services, c3.4 Stormwater Management • Construction Activity Pollution Prevention: c1.4 Construction Management, c7.9 Construction Pollution Management • Commissioning: c5.1 Building Performance Standard • Construction Waste Management: c6.10 Construction Waste Management • Ongoing Waste Management: c6.11 Recycling Storage, • Resilient Design: c1.6 Multi-Hazard, Vulnerability Assessment, c4.7 Access to Potable Water During Emergencies, c5.9 Floodproofing, c5.10 Resilient Energy Systems • Social Equity and Human-Centered Design: c1.1 Project Priority Survey, c1.2 Charrettes and Coordination Meetings, c1.5 Design for Health and Wellbeing, c1.7 Strengthening Cultural Resilience, c2.12 Access to Fresh, Local Foods, c2.14 Local Economic Development and Community Wealth Creation, c7.11 Active Design, c7.12 Universal Design, c7.13 Healing- Centered Design, c8.3 Resident Manual, c8.4 Property Orientations 118 CUSHING TERRELL / 46 COMPARISON OF CERTIFICATIONS PHIUS (Passive House) Certification Living Future Petal Certification National Green Building Standard (NGBS) Type of Certification Performance Based Performance Based Level of Difficulty to Achieve More Difficult Most Ambitious Less Difficult Location & Transportation N/A (Core Imperative-Human- Scaled Living) Focus on walkable, pedestrian-friendly communities, gathering places, impervious surfaces. Score- 4/5 we are already following a lot of this criteria. Some requirements around reduced transportation measures to be discussed. Preferred infill, greyfield or brownfield lot Points for proximity to mass transit and community services Materials & Resources N/A (Responsible Materials)- Declare Label on some products, 50% wood FSC, 20% materials from within 300mi, 80% of construction waste diverted. Score: 5/5- Good alignment with goal, sourcing could be challenge. But Denver meets “local sourcing” requirement. Not sure how modular fits in with requirements. Further investigation needed. "Pt: Building dimensions designed to reduce waste Pt: Stacked units and no additional site applied finishing material for various pieces (trip, windows, coverings) Pt: Foundation waterproofing, crawlspace, termite barrier, building envelope assemblies design for moisture control Pt: Construction Waste Plan, recycling E-waste Pt: FSC wood and bio- based products" Water Efficiency N/A (Responsible Water Use) All projects must not use potable water for irrigation and meet a 50% reduction for flow and flush fixtures. Stormwater treated on site. Exceptions can be made for affordable housing through Pt: Reducing distance from water heater to fixture or demand-controlled pump priming with circulation system. Pt: Water metering and ENERGY STAR appliances Pt: Reduction in fixture gpm Pt: Drip irrigation, smart controller, and/or 119 CUSHING TERRELL / 47 the use of “handprinting”. Score: 5/5-creative solutions needed to hit 50% reduction measure commissioning of irrigation systems Pt: Rainwater collection Energy & Atmosphere Score: 5/5 for relevant fit and alignment with project (Energy + Carbon Reduction)- 70% reduction from an equivalent baseline, no combustion, on-site renewables can count towards reduction. Score: 5/5- Good alignment with project goals. Minimum for Bronze: Qualify for Energy Star Multifamily High-Rise Version 1.0. Higher levels require air tightness testing and Performance path targets. Mandatory: A number of mandatory basic building requirements apply to Ch7 Energy efficiency: air leakage, insulation installation, and air barrier sealing. Prescriptive or Performance Path Option Site N/A (Ecology of Place) Good fit with goals. Imperative limits building on pristine greenfield, wilderness or farmland. Must contribute positively to ecology of place. Score: 4/5 Pt: Preserve natural vegetation, create "no disturbance" zone, removed topsoil is reused on site. Pt: Bike paths and bike racks Pt: Natural resources are conserved, consult arborist if impacting trees, minimize slope disturbance and erosion Pt: Support wildlife habitat through gardens and lighting techniques Pt: Stormwater management to maintain pre-development hydrology of site Indoor Environment Score: 3/5 Good alignment and fit with project goals, but does not address all aspects on indoor air quality (Healthy Indoor Environment)-Provides views outside and daylight for 75% of regularly occupied spaces. Score: 5/5 follows anticipated design measures and similar to LEED IAQ credits Pt: Requirements for combustion appliances Pt: Standards applied for wood materials, flooring materials, and wall coverings. Pt: Carbon Monoxide alarm Pt: Bathroom fan with humidistat and timer. Pt: Radon Testing Pt: Heat recovery ventilator (HRV) Pt: Ventilation designer to ASHRAE 62 Equity & Beauty N/A (Universal Access)-The intent is to allow equitable access to and protections from negative impacts resulting from the development of Living Building projects. (Inclusion)- The intent is the N/A 120 CUSHING TERRELL / 48 help create stable, safe, and high paying job opportunities for people in the community. Score: 5/5- Very good alignment with Equity piece and overall project goals. (Beauty + Biophilia)- focuses design on including elements that nurture the innate human/nature connection. Score: 5/5- great alignment with motto of design a space that feels “authentically Aspen” and fosters a connection with the beautiful surroundings. Review of Certification alignment with Pre-Requisites. Below we will outline the certification pre-requisites to find if any certifications are not achievable based on current goals, site, and location. These will only be represented for certifications with pre-requisites. Performance based certifications such as Living Building and Passive House were discussed earlier. Alignment between project and certification will be represented as follows. Full Alignment (FA): Project intends or is able to fully align with the credit requirement Partial Alignment (PA): Based on current information, it appears project may align with requirement, but more investigation or project development is needed No Alignment (NA): Project is not able to meet pre-requisite 121 CUSHING TERRELL / 49 LEED BD+C Multifamily CATEGORY PREREQUISUTE ALIGNMENT NOTES Sustainable Sites Construction Activity Pollution Prevention FA Create and implement an erosion and sedimentation control plan for all construction activities associated with the project. The plan must conform to the erosion and sedimentation requirements of the 2017 U.S. Environmental Protection Agency (EPA) Construction General Permit (CGP) or local equivalent, whichever is more stringent. Projects must apply the CGP regardless of size. The plan must describe the measures implemented. Water Efficiency Water Use Reduction FA Reduce aggregate water consumption by 20% from the baseline, or earn 3 points in WE credit Water Use Reduction. Building Level Water Metering FA Install permanent water meters that measure the total potable water use for the building and associated grounds. Meter data must be compiled into monthly and annual summaries; meter readings can be manual or automated. Energy And Atmosphere Fundamental Systems Testing and Verification FA Complete the following commissioning (Cx) process activities for mechanical, electrical, plumbing, and renewable energy systems and assemblies, in accordance with ASHRAE Guideline 0-2013 and ASHRAE Guideline 1.1–2007 for HVAC&R Systems, as they relate to energy, water, indoor environmental quality, and durability: Develop OPR & BOD, Thermal Enclosure Inspection, Duct heating and cooling, fundamental Cx of mixed- use projects Minimum Energy Performance FA Complete unit by unit load calculations for each unique unit type. Select equipment sizes for all individual systems serving dwelling units to meet listed equipment selection sizing guidelines and 122 CUSHING TERRELL / 50 Comply with ANSI/ASHRAE/IESNA Standard 90.1– 2016, with errata or a USGBC-approved equivalent standard Energy Metering PA Install an electricity meter for each residential unit. This meter need not be utility-owned/utility-grade. Fundamental Refrigerant Management FA Do not use chlorofluorocarbon (CFC)-based refrigerants in new heating, ventilating, air- conditioning, and refrigeration (HVAC&R) systems. Materials and Resources Storage and Collection of Recyclables FA Provide dedicated areas accessible to waste haulers and building occupants for the collection and storage of recyclable materials for the entire building Construction and Demolition Waste Management Planning FA Develop and implement a construction and demolition waste management plan: - Establish waste diversion goals for the project by identifying at least five materials (both structural and nonstructural) targeted for diversion. -Specify whether materials will be separated or comingled and describe the diversion strategies planned for the project. Describe where the material will be taken and how the recycling facility will process the material including expected diversion rates for each material stream. Provide a final report detailing all major waste streams generated, including disposal and diversion rates. Indoor Environmental Quality Minimum Indoor Air Quality Performance FA Design and install a dwelling-unit ventilation system that complies with Section 4, Section 6.7, and Section 6.8 of ASHRAE 62.2-2016 (with errata) or local equivalent, whichever is more stringent. Combustion Venting FA Do not install any unvented combustion appliances (ovens and ranges excluded). Install a carbon monoxide (CO) monitor on each floor of each dwelling unit, hard-wired with a battery backup. CO monitors are required in all types of units, regardless of the type of equipment installed in the unit. 123 CUSHING TERRELL / 51 Garage Pollution Protection FA Place all air-handling equipment and ductwork outside the fire-rated envelope of the garage. Ductwork that serves the garage itself, or elevator vestibules or storage areas that are directly attached to or inside the garage are exempt from this requirement, as are ducts that are positively pressurized that are run continuously. Radon Resistant Construction FA For projects in high-risk areas for radon, EPA radon zone 1 (or local equivalent for projects outside the United States), design and build with radon-resistant construction techniques. Follow the techniques prescribed in at least one of the following standards: American Association of Radon Scientist and Technologists (AARST), Reducing Radon in New Construction of 1 & 2 Family (CAH-2012) or Soil Gas Control Systems in New Construction (CC-1000 2018); EPA Building Radon Out; NFPA 5000, Chapter 49; International Residential Code, Appendix F; CABO, Appendix F; or a local equivalent, whichever is more stringent. Interior Moisture Management FA To promote durability and performance of the building enclosure and its components and systems through appropriate design, materials selection, and construction practices. Environmental Tobacco Smoke Control FA Prohibit smoking in all common areas of the building. Prohibit smoking outside the building except on private balconies or in designated smoking areas located at least 25 feet (7.5 meters) (or the maximum extent allowable by local codes) from all entries, outdoor air intakes, and operable windows. Communicate the no-smoking policy in building rental or lease agreements or condo or coop association covenants and restrictions. Have in place provisions for enforcement or no-smoking signage Compartmentalization FA To limit occupants’ exposure to indoor air pollutants by minimizing the transfer of air between units. 124 CUSHING TERRELL / 52 LEED for Neighborhood Development CATEGORY PREREQUISUTE ALIGNMENT NOTES Smart Location and Linkage Smart Location FA Either (1) locate the project on a site served by existing water and wastewater infrastructure or (2) locate the project within a legally adopted, publicly owned, planned water and wastewater service area, and provide new water and wastewater infrastructure for the project. Locate the project on an infill site. Imperiled Species and Ecological Communities PA Consult with the state Natural Heritage Program and state fish and wildlife agencies (or local equivalent for projects outside the U.S.) to determine if any of the following have been or are likely to be found on the project site because of the presence of suitable habitat and nearby occurrences: -Species listed as threatened or endangered under the U.S. Endangered Species Act or the state’s endangered species act, or -Species or ecological communities classified by NatureServe as GH (possibly extinct), G1 (critically imperiled), or G2 (imperiled), or -Species listed as threatened or endangered specified under local equivalent standards (in areas outside the U.S.) that are not covered by NatureServe data. Wetland and Water Body Conservation PA Limit development effects on wetlands, water bodies, and surrounding buffer land according to the requirements below. Case 1. Sites without Sensitive Areas Locate the project on a site that includes no preproject wetlands, water bodies, land within 50 feet (15 meters) of 125 CUSHING TERRELL / 53 wetlands, and land within 100 feet (30 meters) of water bodies. Case 2. Sites with Sensitive Areas If the site has preproject wetlands, water bodies, land within 50 feet (15 meters) of wetlands, or land within 100 feet (30 meters) of water bodies, select one of the following two options: . No Development on Wetlands and Water Bodies, Rainwater Management and Protected Buffers Agricultural Land Conservation FA Locate the project on a site that is not within a state or locally designated agricultural preservation district (or local equivalent for projects outside the U.S.), unless any changes made to the site conform to the requirements for development within the district (as used in this requirement, “district” does not equate to land-use zoning). Flood Plan Avoidance PA To protect life and property, promote open space and habitat conservation, and enhance water quality and natural hydrologic systems. Compact Development FA For projects with existing or planned transit service (i.e., service with the funding commitments as specified in SLL Prerequisite Smart Location) that meets or exceeds the 2-point threshold in SLL Credit Access to Quality Transit, build at the following densities, based on the walking distances to the transit service specified in that SLL credit: - for residential components located within the walking distances: 12 or more dwelling units per acre (30 DU per hectare) of buildable land available for residential uses; Connected and Open Community PA To promote projects that have high levels of internal connectivity and are well connected to the community. To encourage development within existing communities that promote transportation efficiency through multimodal transportation. To improve public health by encouraging daily physical activity. 126 CUSHING TERRELL / 54 Green Infrastructure and Buildings Certified Green Building Minimum Building Energy Performance FA Demonstrate an average improvement of 5% for new buildings, 3% for major building renovations, or 2% for core and shell buildings over ANSI/ASHRAE/IESNA Standard 90.1–2010 Indoor Water Use Reduction FA For new buildings and buildings undergoing major renovations as part of the project, reduce indoor water usage by an average of 20% from a baseline. All newly installed toilets, urinals, private lavatory faucets, and showerheads that are eligible for labeling must be WaterSense labeled (or a local equivalent for projects outside the U.S.). Construction Activity Pollution Prevention 127 CUSHING TERRELL / 55 Enterprise Green Communities Plus CATEGORY PREREQUISUTE ALIGNMENT NOTES Integrative Integrative Design: Project priorities survey FA Complete the Project Priorities Survey, which can be found in the Appendix. Integrative Design: Charrettes and coordination meetings FA Develop an integrative design process that moves the outputs of the Project Priorities Survey into action through a series of collaborative meetings. Prioritize multi-benefit strategies. Assign responsibility within your design and development teams for accountability. Integrative design: documentation FA Include Enterprise Green Communities Criteria information in your contract documents and construction specifications (Division 1 Section 01 81 13 Sustainable Design Requirements) as necessary for the construction team to understand the requirements and how they will be verified. Ensure, and indicate, that the drawings and specifications have been generated to be compliant and meet the certification goals. Integrative design: construction management FA Create, implement, and document your contractor/subcontractor education plan to ensure that all persons working on-site fully understand their role in achieving the project objectives. Location and Neighborhood Fabric Sensitive Site Protection PA All projects must: 1. Protect floodplain functions (e.g., storage, habitat, water quality) by limiting new development within the 100-year floodplain of all types of watercourses. 2. Conserve and protect aquatic ecosystems, including wetlands and deepwater habitats, that provide critical ecosystem functions for fish, other wildlife, and people. 3. Protect ecosystem function by avoiding the development of areas that contain habitat for plant and animal species identified as threatened or endangered. 128 CUSHING TERRELL / 56 4. Conserve the most productive agricultural soils by protecting prime farmland, unique farmland, and farmland of statewide or local importance. Connections to Existing developments and infrastructure PA Locate the project on a site with access to existing roads, water, sewers, and other infrastructure and within or contiguous to (having at least 25% of the perimeter bordering) existing development. For sites over 5 acres, provide connections to the adjacent street network at least every 800 feet. Tie all planned bike paths to existing bike paths. Compact development FA At a minimum, build to the residential density (dwelling units /acre) of the census block group where the project is located. In Rural/Tribal/Small Town locations that do not have zoning requirements: Build to a minimum net density of 5 units per acre for single-family houses; 10 units per acre for multifamily buildings, single and two-story; and 15 units per acre for multifamily buildings greater than two-stories. Proximity to services and community resources FA Locate the project within a 0.5-mile walk distance of at least four, or a 1-mile walk distance of at least seven, of the listed services. For projects that qualify as Rural/Tribal/Small Town, locate the project within 5 miles of at least four of the listed services. Preservation of and access to open space for rural/tribal/small town PA Option 1: Locate the project within a 0.25-mile walk distance of dedicated public open space that is a minimum of 0.75 acres; at least 80% of which unpaved. OR Option 2: Set aside a minimum of 10% (minimum of 0.25 acres) of the total project acreage as open and accessible to all residents; at least 80% of which unpaved. Access to Transit FA Locate projects within a 0.5-mile walk distance of transit services (bus, rail and/or ferry), constituting at least 45 or more transit rides per weekday, with some type of weekend service. Access to Broadband: connectivity FA Incorporate broadband infrastructure so that when broadband service comes to a community, 129 CUSHING TERRELL / 57 the property can be easily connected. Include a network of mini-ducts or conduit throughout the building, extending from the expected communications access point to each network termination point in the building. Site Improvements Environmental Remediation PA Determine whether there are any hazardous materials present on the site through one of the four methods listed. Mitigate any contaminants found. Minimization of disturbance during staging and construction PA For sites >1 acre, implement EPA’s National Pollutant Discharge Elimination System Stormwater Discharges from Construction Activities guidance, or local requirements, whichever is more stringent Ecosystem services/landscape FA If providing plantings, all must be native or climate- appropriate (adapted) to the region and appropriate to the site’s soil and microclimate. Do not introduce any invasive plant species. Plant, seed, or xeriscape all disturbed areas. Surface stormwater management PA Treat or retain on-site precipitation equivalent to the 60th percentile precipitation event. Where not feasible due to geotechnical issues, soil conditions, or the size of the site, treat or retain the maximum volume possible. Efficient irrigation and water use FA If irrigation is utilized, install an efficient irrigation system per the requirements listed. Water Water-conserving fixtures FA Reduce total indoor water consumption by at least 20% compared to baseline indoor water consumption chart. Any new toilet, showerhead, and /or lavatory faucet must be WaterSense certified. For all single-family homes and all dwelling units in buildings three stories or fewer, the supply pressure may not exceed 60 psi. Water quality FA For multifamily buildings with either a cooling tower, a centralized hot water system, or 10+ stories: Develop a Legionella water management program Operating Energy Building Performance Std. FA Certify all buildings with residential units in the project through either ENERGY STAR Multifamily New Construction, ENERGY STAR Manufactured Homes, and/or ENERGY STAR 130 CUSHING TERRELL / 58 Certified Homes as relevant. ASHRAE Option: Energy performance of the completed building equivalent to, or better than, ASHRAE 90.1-2013 using an energy model created by a qualified energy services provider according to Appendix G 90.1-2016 Sizing of heating and cooling equipment FA Size and select heating and cooling equipment in accordance with ACCA manuals J and S OR in accordance with the ASHRAE Handbook of Fundamentals Energy Star Appliances FA Install ENERGY STAR clothes washers, dishwashers, and refrigerators Lighting FA Follow the guidance for high efficacy permanently installed lighting and other characteristics for recessed light fixtures, lighting controls, lighting power density, and exterior lighting. Materials Healthier Material Selection FA Select all interior paints, coatings, primers, and wallpaper; interior adhesives and sealants; flooring; insulation; and composite wood as specified. Bath, Kitchen, Laundry Surfaces FA Use materials that have durable, cleanable surfaces throughout bathrooms, kitchens, and laundry rooms. Managing Moisture: foundations FA Install capillary breaks and vapor retarders that meet specified criteria appropriate for the foundation type. Managing moisture: roofing and wall systems FA Provide water drainage away from walls, window, and roofs by implementing the list of techniques. Construction waste management FA Develop and implement a waste management plan that reduces non-hazardous construction and demolition waste through recycling, salvaging, or diversion strategies through one of the three options. Achieve optional points by going above and beyond the requirement. Healthy Living Environment Radon mitigation FA For New Construction in EPA Zone 1 areas, install passive radon-resistant features below the slab and a vertical vent pipe with junction box within 10 feet of an electrical outlet in case an active system should prove necessary in the future. For Substantial Rehab projects in EPA Zone 1, test 131 CUSHING TERRELL / 59 before and after the retrofit and mitigate per the specified protocols. Combustion equipment FA Specify power-vented or direct-vent equipment when installing any new combustion appliance for space or water heating that will be located within the conditioned space. Garage isolation FA Provide a continuous air barrier between the conditioned space and any garage space to prevent the migration of any contaminants into the living space. Visually inspect common walls and ceilings between attached garages and living spaces to ensure that they are air-sealed before insulation is installed. Integrated pest management FA Seal all wall, floor, and joint penetrations with low- VOC caulking or other appropriate nontoxic sealing methods to prevent pest entry. Smoke-free policy FA Implement and enforce a smoke-free policy in all common area and within a 25-foot perimeter around the exterior of all residential buildings. Lease language must prohibit smoking in these locations and provide a graduated enforcement policy. Make the smoke-free policy readily available. Ventilation FA For each dwelling unit in full accordance with ASHRAE 62.2-2010, install: • A local mechanical exhaust system in each bathroom [3 points if Moderate Rehab] • A local mechanical exhaust system in each kitchen [3 points if Moderate Rehab] • A whole-house mechanical ventilation system [3 points if Moderate Rehab] Verify these flow rates are either within +/– 15 CFM or +/– 15% of design value. For each multifamily building of four or more stories, in full accordance with ASHRAE 62.1-2010, install: Dehumidification FA Design, select, and install supplemental dehumidification equipment to keep relative humidity <60% Operations, maintenance, and resident engagement Building operations, maintenance manual plan FA Develop a manual with thorough building operations and maintenance (O&M) guidance and a complementary plan. 132 CUSHING TERRELL / 60 Emergency management manual FA Provide a manual on emergency operations targeted toward operations and maintenance staff and other building-level personnel. The manual should address responses to various types of emergencies, leading with those that have the greatest probability of negatively affecting the project. Resident manual FA Provide a guide for homeowners and renters that explains the intent, benefits, use, and maintenance of their home’s green features and practices. The Resident Manual should encourage green and healthy activities per the list of topics. Walk-Throughs and orientations to property operation FA Provide a comprehensive walk-through and orientation for all residents, property manager(s), and buildings operations staff. Energy and water data collection and management FA For rental properties, upload project energy and water performance data in an online utility benchmarking platform annually for at least five years from time of construction completion per one of the four methods provided; grant 133 CUSHING TERRELL / 61 NICE-TO-HAVES LIST Energy Zero-carbon / net zero (Depends on on-site renewables) Transportation Electric bus charging / parking Covered/indoor bicycle storage Dedicated parking for carshare vehicles Reduced parking Architecture Heat island reduction Non-smoking campus Walk-off mats Integrative analysis of building materials Integrative process for health promotion Site/Civil On-site soil and vegetation restoration LID practice / green infrastructure On-site recreation / play space Construction Commissioning / retro-commissioning (especially radon test and indoor air quality assessment) Build for deconstruction 134 Draft Report Lumber Yard Demographic and Market Assessment Prepared for: City of Aspen Aspen Pitkin Housing Authority Prepared by: Economic & Planning Systems, Inc. EPS #213032 November 30, 2021 135 Table of Contents Trends and Conditions ............................................................................... 1 Introduction ................................................................................................. 1 Population, Household, and Job Trends ............................................................ 1 Age Distribution ............................................................................................ 4 Home Prices ................................................................................................. 5 Key Demographic Finding ............................................................................... 5 2018 Greater Roaring Fork Regional Housing Study ........................................... 6 Employment Trends .................................................................................. 7 Wage and Salary Job Trends ........................................................................... 7 Supply and Demand ................................................................................ 12 Household Income ...................................................................................... 12 Household Size ........................................................................................... 13 Renters and Owners .................................................................................... 14 Housing Units by AMI .................................................................................. 15 Recent Multifamily Projects ........................................................................... 18 Recommendations .................................................................................. 23 APCHA Rental Inventory ............................................................................... 23 Analysis Findings ........................................................................................ 24 Proposed Unit Mix ....................................................................................... 25 136 List of Tables Table 1. Household Composition, Pitkin County, 2012-2019 .................................... 3 Table 2. Wages and Incomes, Top Five Growth Sectors, Pitkin County, 2010-2019 ..... 8 Table 3. Wages and Incomes, Top Sectors, Pitkin County, 2020 ............................. 11 Table 4. Recent Apartment Developments .......................................................... 18 Table 5. Rents by AMI Levels in Recent Properties ............................................... 19 Table 6. APCHA Rental Housing Inventory........................................................... 23 Table 7. Recommended Unit Mix ....................................................................... 25 137 List of Figures Figure 1. Pitkin County Population, 2010-2020 ....................................................... 2 Figure 2. Households vs. Housing Unit Growth, Pitkin County, 2010-2020 .................. 3 Figure 3. Age Distribution, Pitkin County, 2010-2020............................................... 4 Figure 4. Median Home Sale Price, Pitkin County, 2018-2021 ................................... 5 Figure 5. Employment, Pitkin County, 2010-2021 ................................................... 7 Figure 6. Employment Change by sector, Pitkin County, 2010-2019........................... 8 Figure 7. Change in Employment by wage quartile, Pitkin County, 2010-2019 ............. 9 Figure 8. Change in Employment AMI, Pitkin County, 2010-2019 ............................ 10 Figure 9. Change in Renter Households by AMI, 2010-2019 .................................... 12 Figure 10. Change in Owner Households by AMI, 2010-2019 .................................... 13 Figure 11. Households by Size, Market Area, 2010-2019 ......................................... 14 Figure 12. Households by Tenure, 2010-2019, Market Area ...................................... 14 Figure 13. Renter Units by AMI, 2010-2019 ........................................................... 15 Figure 14. Owner Units by AMI, 2010-2019 ........................................................... 16 Figure 15. Rental Units by Bedroom County, Pitkin County, 2010-2019 ...................... 17 138 Economic & Planning Systems, Inc. 213032-Lumber Yard Report 12-21-21.docx 1 Trends and Conditions Introduction This report was prepared for the City of Aspen and the Aspen-Pitkin County Housing Authority, under a subcontract with DHM Design in Carbondale. The purpose of this analysis is to provide recommendations on the unit mix in the Lumber Yard housing development. The City is particularly interested in aligning the development program with job growth and the associated wage and household income levels. The study also examines demographic trends and conditions, and the rental housing supply to address the full range of housing demand and supply in the rental market. The report begins with an overview of macro level growth trends and demographics in Pitkin County. The second chapter reviews employment and wage trends. Chapters 3 and 4 summarize housing supply characteristics including profiles of recently constructed apartments. Chapter 5 contains Economic & Planning Systems’ (EPS) recommendations on the mix of units by size (bedrooms) and APCHA income categories. Population, Household, and Job Trends Over the past decade, the population of Pitkin County has experienced minimal growth, increasing from 17,156 residents in 2010 to 17,363 in 2020, which is an addition of 207 people, as shown in Figure 1. The annual growth rate over this time period was 0.12 percent. The State Demographer estimates that the County’s population actually declined by over 300 since 2016 when the population was 17,691. 139 Lumber Yard Demographic and Market Assessment 2 Figure 1. Pitkin County Population, 2010-2020 When looking at demographic trends in Colorado’s mountain communities, it is also important to examine trends in the number of households, a group of people related or unrelated living in one occupied housing unit. Overall, growth in housing units outpaced household growth, with the overall housing stock increasing by about 9 percent between 2010 and 2019, while the number of households only increased by 4 percent as shown in Figure 2. However, most housing unit growth was in “vacant units” that are largely comprised of second homes. The share of vacant units in Pitkin County increased from 37 percent of all housing units in 2010 to 40 percent of all housing units in 2019. The number of jobs in Pitkin County increased by 19 percent since 2010, compared to only a 4 percent in population. With unemployment generally low after 2012, most of the new jobs could only be filled by an increase in commuting into the county. 17,156 17,128 17,201 17,321 17,521 17,701 17,691 17,658 17,643 17,413 17,363 10,000 11,000 12,000 13,000 14,000 15,000 16,000 17,000 18,000 19,000 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Source: DOLA; Economic & Planning Systems 140 Economic & Planning Systems 3 Figure 2. Households vs. Housing Unit Growth, Pitkin County, 2010-2020 EPS analyzed the composition of households in Pitkin County using estimates from the American Community Survey (ACS) part of the U.S. Census. As of 2019, approximately 42 percent of households in Pitkin County live with an unrelated roommate, up from 39 percent in 2012, while 25 percent live with family members, 19 percent live with a partner or spouse, and 14 percent live alone, as shown in Table 1. This suggests that roommate arrangements are prevalent, which is a source of demand for multi-bedroom unit types. Table 1. Household Composition, Pitkin County, 2012-2019 104% 109% 119% 95% 100% 105% 110% 115% 120% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 % of 2010 Households Housing Units Vacant Housing Units Source: DOLA; Economic & Planning Systems Description 2012 % Total 2019 % Total Households Living Alone 2,648 16%2,457 14% Living with Roomates 6,665 39%7,550 42% Living with a partner/spouse 3,201 19%3,353 19% Living with family 4,361 26%4,432 25% Total 16,875 100%17,792 100% Source: U.S. Census; Economic & Planning Systems Z:\Shared\Projects\DEN\213032-Aspen Lumber Yard\Data\[213032-HH Characteristics.xlsx]T-Summ 141 Lumber Yard Demographic and Market Assessment 4 Age Distribution The population of Pitkin County has become older over the past decade. The median age increased from 42.1 in 2010 to 44.8 in 2020, while the age cohort with the most significant increase in its share of population over that period was 65 and over, growing from 11.4 percent of the population in 2010 to 19.3 percent of the population in 2020, as shown in Figure 3. In addition, the share of the population aged 0 to 14, 25 to 34, 35 to 44, and 45 to 54 all decreased between 2010 and 2020. Figure 3. Age Distribution, Pitkin County, 2010-2020 14.3% 9.1% 15.3% 16.1% 17.3% 16.4% 11.4%11.9% 11.0% 13.9%13.5%14.2% 16.3% 19.3% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 0-14 15 - 24 25 - 34 35 - 44 45 - 54 55 - 64 65+ 2010 2020 Source: U.S. Census; Economic & Planning Systems 142 Economic & Planning Systems 5 Home Prices Pitkin County continues to have a high-priced housing market that has appreciated significantly in recent years. From 2018 to 2021, the median sale price increased from $2,800,000 to $5,037,000, as shown in Figure 4, with the largest increase occurring between 2019 and 2020, when the median sale price rose by 50 percent year-over-year. In terms of price distribution, approximately 10 percent of the homes sold in 2020 and 2021 were under $500,000, while one- third of homes in 2020 and 2021 were under $1,000,000. Figure 4. Median Home Sale Price, Pitkin County, 2018-2021 Key Demographic Finding Three trends: slow growing to decreasing population, household growth outpacing population growth, and the aging population have important implications on affordable housing, the sustainability of the local economy and character of the place. The decline in population since 2016 is likely comprised of a combination of natural decreases (deaths and aging) and people moving out of the county. The faster rate of household growth compared to population is a complex trend. It may indicate that newer households moving into the county are smaller than the households leaving the county. The new households could be empty nester households and retirees. When paired with the change in age distribution (declines in young and working age population, increase in over 65 population), a picture emerges of an increasingly older wealthier population. $2,800,000 $3,275,000 $5,000,000 $5,037,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 2018 2019 2020 2021 Median Sale Price Source: Land Title Company; Economic & Planning Systems 143 Lumber Yard Demographic and Market Assessment 6 2018 Greater Roaring Fork Regio nal Housing Study In 2018, EPS and RRC Associates conducted an in-depth housing study for the Greater Roaring Fork Region lying between Aspen, Rifle, and Eagle. The study involved extensive data analysis as well as a detailed survey. The study had the following key takeaways: • The region has a 2,100-unit shortfall in housing for households at 60% of area median income (AMI) and less, and a 1,900-unit shortfall for households between 100 and 160% AMI, the “missing middle”. • Overspending on housing (cost burden) costs the region $54 million per year that could be spent in the local economy or used to save for the future or pay off debt. • More than 26,000 workers (out of 47,000 employed residents) cross paths in their daily commute versus just 19,000 employed residents who live where they work. This cross-commuting impacts roads, quality of life, and the environment. • Year-round business has grown, which can increase the region’s resilience to another down-turn. • The population is aging and retiring; over the next 10 years, it is projected that the population over 65 will increase 60 percent (7,800 people). • Non-local property ownership and short term rentals put pressure on the housing market by reducing supply, which impacts the local workforce and the permanent resident population. Many of these takeaways are confirmed by the analysis in this study, including an aging population and a supply and demand imbalance in the housing stock below 60% of AMI. 144 Economic & Planning Systems 7 Employment Trends This chapter summarizes trends in employment by industry and wage level in Pitkin County. From this information we estimate the household incomes that result from combining multiple job holders into a household. Wage and Salary Job Trends The Pitkin County economy has been generally strong over the past decade, as wage and salary jobs grew by 1,724 or 1.3 percent annually between 2010 and 2019, as shown in Figure 5. The momentum slowed in 2020, when jobs contracted by 9.4 percent due to the economic impacts of the COVID-19 pandemic. As of early 2021, total employment has mostly rebounded to its pre-pandemic levels. Figure 5. Employment, Pitkin County, 2010-2021 Job growth in Pitkin County was primarily driven by tourism-related sectors, including Accommodation and Food Services, Arts and Recreation, and Retail Trade, as shown in Figure 6. Collectively, these sectors accounted for approximately 60 percent of total job growth from 2010 through 2019. As shown in Table 2, the household incomes for these jobs range from 74 percent to 116 percent of area median income. It is important to note that these jobs are essential to the Pitkin County economy and also drive demand for workforce housing. Other sectors that grew included Public Administration (government), Real Estate, and Health Care. 15,003 15,061 15,329 15,707 16,437 15,826 16,129 16,371 16,534 16,801 15,215 16,727 10,000 11,000 12,000 13,000 14,000 15,000 16,000 17,000 18,000 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Source: QCEW;Economic & Planning Systems 145 Lumber Yard Demographic and Market Assessment 8 Figure 6. Employment Change by sector, Pitkin County, 2010-2019 Table 2. Wages and Incomes, Top Five Growth Sectors, Pitkin County, 2010-2019 An analysis by wage quartile shows the range of wage levels where job growth has been. Between 2010 and 2019, 29 percent of new jobs in Pitkin County were at or below the 25th percentile of wages, which equates to $47,372 per year or below $23 per hour, as shown in Figure 7. Just over half of new jobs were in the 25th to 50th percentile of wages, at $47,372 to $61,620 per year or $23 to approximately $30 per hour. The remaining 19 percent of jobs were above $61,620 per year or $30 per hour. 437 433 332 205 172 150 108 100 97 55 50 47 27 14 2 -47 -53 -85 -240 -300 -200 -100 0 100 200 300 400 500 Acc. and Food Services Arts and Recreation Public Admin. Real Estate Retail Trade Health Care Transport and Warehousing Professional and Tech Srvcs Other Services Ag & Forestry Educational Services Management of Companies Manufacturing Wholesale Trade Utilities Finance Information Construction Admin and Waste Services Description % of Job Growth Avg. Wage HH Income [1]AMI APCHA Category Pitkin County Accommodation and Food Services 24%$43,368 $69,389 74%Category 2 Arts, Entertainment, and Recreation 24%$50,024 $80,038 85%Category 3 Public Administration 18%$66,352 $106,163 113%Category 3 Real Estate and Rental and Leasing 11%$68,120 $108,992 116%Category 3 Retail Trade 10%$51,896 $83,034 88%Category 3 [1] Assumes 1.6 Earners per Household Source: BLS; Economic & Planning Systems 146 Economic & Planning Systems 9 Figure 7. Change in Employment by Wage Quartile, Pitkin County, 2010-2019 While wages relate to household income, the above information is only part of the picture as a working household is often comprised of multiple earners. The 2019 housing survey found that on average there are 1.6 earners per household. Household income is therefore estimated by multiplying the average wage for an industry, or the wages in the quartiles shown, by 1.6. This assumes that the “second” 0.6th of an earner makes the same wage as the first (1.0) earner. When thinking about the workforce in a mountain resort area, it is common for people with similar job types to pair up as roommates. The wage information is converted to estimated household income. As shown, 26 percent of the job growth translates to household incomes in APCHA Category 2 (50-85% AMI) and 55 percent of the job growth translates to Category 3 (85-120% AMI). If a goal is to serve the local workforce and employers, then a significant portion of the Lumber Yard unit mix should be in the Category 2 and Category 3 income ranges. 147 Lumber Yard Demographic and Market Assessment 10 Figure 8. Change in Employment AMI, Pitkin County, 2010-2019 A more granular breakdown of sectors in Pitkin County illustrates the wages in specific industries. As shown in Table 3, hotel jobs and restaurant jobs both comprise approximately 10 percent of total employment. For a household with 1.6 earners, hotel jobs pay a household income equivalent to 97 percent of AMI (Category 3) and restaurant jobs pay a household income equivalent to 82 percent of AMI (Category 2). Skiing Facilities, which comprise 9 percent of total jobs, pay a household income equivalent to 109 percent of AMI. For a one-earner household, hotel jobs pay an income equivalent to 74 percent of AMI and restaurants pay an income equivalent to 63 percent of AMI, placing jobholders in Category 2 under APCHA guidelines. In a few sectors with a sizeable presence in Pitkin County, including Supermarkets and Temporary Help Services, incomes in one-earner households place jobholders in Category 1. 0 (0%) 436 (26%) 913 (55%) 117 (7%) 0 (0%) 202 (12%) 0% 10% 20% 30% 40% 50% 60% Below 50% AMI 50%-85% AMI 85%-120% AMI 120%-205% AMI 205%-240% AMI Above 240% AMI Source: QCEW; Economic & Planning Systems 148 Economic & Planning Systems 11 Table 3. Wages and Incomes, Top Sectors, Pitkin County, 2020 Description % of Total Jobs Avg. Wage AMI [1]Category HH Income AMI [2]Category Pitkin County Hotels and Motels 11%$57,092 74%Cat. 2 $91,347 97%Cat. 3 Full-Service Restaurants 10%$48,405 63%Cat. 2 $77,447 82%Cat. 2 Skiing Facilities 9%$63,916 83%Cat. 2 $102,266 109%Cat. 3 Executive and Legislative Offices 6%$68,979 89%Cat. 3 $110,366 117%Cat. 3 Residential Property Managers 5%$73,835 95%Cat. 3 $118,136 126%Cat. 4 General Medical Hospitals 3%$86,511 112%Cat. 3 $138,418 147%Cat. 5 Elementary and Secondary Schools 3%$56,715 73%Cat. 2 $90,743 97%Cat. 3 Temporary Help Services 2%$30,795 40%Cat. 1 $49,272 52%Cat. 2 Landscaping Services 2%$48,181 62%Cat. 2 $77,090 82%Cat. 2 Supermarkets and Grocery Stores 2%$36,052 47%Cat. 1 $57,684 61%Cat. 2 [1] Assumes a 1-person household size [2] Assumes a 2.5-person household size Source: BLS; Economic & Planning Systems C:\Users\Carson\Documents\[QCEW Pitkin Eagle Garfield CLEANED.xlsx]T-6 digit Summ Pitkin 1-Earner Household 1.6-Earner Household 149 Lumber Yard Demographic and Market Assessment 12 Supply and Demand This chapter analyzes supply and demand information on housing and household demographics in Pitkin County and the greater Roaring Fork Valley, including Basalt, Carbondale, and Glenwood Springs – referred to as the Primary Market Area (PMA). Household Inc ome EPS analyzed data on households by income range using census tract-level data from the American Community Survey (ACS). The incomes from the ACS data were translated into area median income using guidelines set by the Aspen-Pitkin County Housing Authority (APCHA). The tracts in this analysis encompass the entire Primary Market Area. From 2010 through 2019, growth in renter households was concentrated above 85% of AMI (above Category 2). The majority of renter household growth was in the 120-205% AMI category (mostly Category 4), as shown in Figure 9. By contrast, the number of renter households below 85% of AMI contracted, indicating a net loss of the lowest-income households. Figure 9. Change in Renter Households by AMI, 2010-2019 -222 -114 190 623 22 198 -600 -400 -200 0 200 400 600 800 Below 50% AMI 50%-85% AMI 85%-120% AMI 120%-205% AMI 205%-240% AMI Above 240% AMI Source: U.S. Census; Economic & Planning Systems 150 Economic & Planning Systems 13 Owner households showed a similar pattern. New household growth primarily occurred in the 85-120% AMI (Category 3) and above 240% AMI categories (Category 5), while there was a significant loss of households below 85% of AMI (Category 2), as shown in Figure 10. Overall, this analysis highlights a pattern in which higher-income households are replacing lower-income households in the Roaring Fork Valley, likely due to displacement of lower-income households because of rising housing costs and scarce supply. Figure 10. Change in Owner Households by AMI, 2010-2019 Household Size Within the Primary Market Area, the most common household size is a two-person household, comprising 39 percent of all households, followed a one-person household with 28 percent, four or more-person household with 17 percent, and a three-person household with 16 percent, as shown in Figure 11. From 2010 and 2019, the share of two-person households grew the most, increasing from 34 to 39 percent of all households, while the share of three-person households increased marginally. The decrease in share of households with 4 or more people, which dropped from 21 to 17 percent of all households, indicates a loss of families and larger households. -500 -265 -8 439 84 457 -600 -400 -200 0 200 400 600 800 Below 50% AMI 50%-85% AMI 85%-120% AMI 120%-205% AMI 205%-240% AMI Above 240% AMI Source: U.S. Census; Economic & Planning Systems 151 Lumber Yard Demographic and Market Assessment 14 Figure 11. Households by Size, Market Area, 2010-2019 Renters and Owners In terms of tenure, owner households comprise approximately two-thirds of all households in the Primary Market Area. The share of renter households within the Primary Market Area increased slightly between 2010 and 2019, increasing from 34 percent to 36 percent of all households, as shown in Figure 12. As such, the share of owner households decreased from 66 to 64 percent of all households. Figure 12. Households by Tenure, 2010-2019, Market Area 30% 34% 14% 21% 28% 39% 16%17% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 1-Person HH 2-Person HH 3-Person HH 4+ Person HH 2010 2019 Source: U.S. Census; Economic & Planning Systems 34% 66% 36% 64% 0% 10% 20% 30% 40% 50% 60% 70% Renters Owners 2010 2019 Source: U.S. Census; Economic & Planning Systems 152 Economic & Planning Systems 15 Housing Units by AMI On the supply side, EPS analyzed data on units by value and units by rent using census tract-level data from the American Community Survey (ACS). The incomes from the ACS data were translated into area median income using guidelines set by the Aspen-Pitkin County Housing Authority (APCHA). The tracts in this analysis encompass the entire Primary Market Area. Rental Housing Among rental units, the vast majority of new unit growth occurred between 85% and 120% of AMI, while there was a loss of units below 50% of AMI and above 205% of AMI, as shown in Figure 13. Figure 13. Renter Units by AMI, 2010-2019 -324 -124 -96 212 1,041 235 -600 -400 -200 0 200 400 600 800 1,000 1,200 Below 50% AMI 50%-85% AMI 85%-120% AMI 120%-205% AMI 205%-240% AMI Above 240% AMI Source: Economic & Planning Systems 153 Lumber Yard Demographic and Market Assessment 16 On the owner side, new unit growth was distributed between units in the 50-85% AMI category and the 120-205% category as shown in Figure 14. These trends reflect increases in rental rates at the low end, and likely conversion of units to ownership or second homes at the higher end. Figure 14. Owner Units by AMI, 2010-2019 -340 -95 -513 554 89 562 -600 -400 -200 0 200 400 600 800 Below 50% AMI 50%-85% AMI 85%-120% AMI 120%-205% AMI 205%-240% AMI Above 240% AMI Source: Economic & Planning Systems 154 Economic & Planning Systems 17 Number of Bedrooms The most common type of rental unit in the Primary Market Area is a 2-bedroom unit, comprising 40 percent of all rental units, as shown in Figure 15. One- and 3-bedroom units both comprise approximately 20 percent of rental units, while studios and 4- and 5-bedroom units comprise less than 10 percent of rental units. Between 2010 and 2019, the share of 2-bedroom units grew significantly, increasing from 32 to 40 percent of all rental units, while the share of 3-bedroom units fell from 26 to 19 percent of units, and the share of 1-bedroom units fell from 22 to 20 percent. The increase in 2-bedroom units is attributed to construction of new APCHA projects and other new apartments noted below. Figure 15. Rental Units by Bedroom County, Pitkin County, 2010-2019 11% 22% 32% 26% 7% 2% 7% 20% 40% 19% 10% 4% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% No Bedroom 1-Bedroom 2-Bedroom 3-Bedroom 4-Bedroom 5+ Bedrooms 2010 2019 Source: U.S. Census; Economic & Planning Systems 155 Lumber Yard Demographic and Market Assessment 18 Recent Multifamily Projects EPS gathered information on recent multifamily projects in the Roaring Fork Valley to gauge what the market has delivered, with a particular focus on unit mix and rental rates. Several multifamily projects, both market rate and affordable, have been built in the Valley over the past decade. A brief description of each project is provided below and project characteristics are summarized in Table 4. Newer apartment developments have rents concentrated in the Category 4 and RO categories. These are not APCHA properties; EPS converted the rental rates to the equivalent APCHA categories and AMI ranges for comparison. As shown in Table 5, the only properties serving people earning less than 120 percent of AMI (Category 4) are properties developed using low income housing tax credits (LIHTC). The two LIHTC projects shown here have rents affordable to people earning between 50 and 85% of AMI (Category 2). Table 4. Recent Apartment Developments Description Units Percent Avg. Size Avg. Rent Per Sq. Ft.Yr Built Type Willits Seven - Basalt 1 Bedroom 18 36%624 $1,901 $3.05 2017 Affordable 2-Bedroom 17 34%909 $2,168 $2.39 2017 Affordable 3-Bedroom 15 30%1,072 $2,280 $2.13 2017 Affordable Total 50 100%855 $2,105 $2.46 2017 Affordable One 10 Harris - Basalt 1 Bedroom 5 10%733 $2,275 $3.10 2018 Market 2-Bedroom 20 41%947 $2,850 $3.01 2018 Market 3-Bedroom 24 49%1,114 $3,450 $3.10 2018 Market Total 49 100%1,007 $3,085 $3.06 2018 Market Six Canyon - Glenwood Spgs 1 Bedroom 55 47%683 $1,840 $2.69 2020 Market 2-Bedroom 61 53%980 $2,308 $2.36 2020 Market Total 116 100%821 $2,086 $2.54 Glenwood Greens - Glenwood Spgs 1 Bedroom 28 47%708 $917 $1.30 2014 LIHTC 2-Bedroom 20 33%950 $1,095 $1.15 2014 LIHTC 3-Bedroom 12 20%1,084 $1,265 $1.17 2014 LIHTC Total 60 100% Roaring Fork Apartments - Basalt 1 Bedroom 45 80%N/A N/A N/A 2018 LIHTC 2-Bedroom 11 20%N/A N/A N/A 2018 LIHTC Total 56 100%N/A N/A N/A 2018 LIHTC 1201 Main - Carbondale 1 Bedroom 15 56%660 $1,800 N/A N/A Market 2-Bedroom 12 44%1,020 $2,800 N/A N/A Market Total 27 100% Source: Economic & Planning Systems Z:\Shared\Projects\DEN\213032-Aspen Lumber Yard\Data\[213032-Apartment Comps.xlsx]T-Summ 156 Economic & Planning Systems 19 Table 5. Rents by AMI Levels in Recent Properties Description Units Avg. Rent Equivalent APCHA Category AMI Willits Seven - Basalt 1 Bedroom 18 $1,901 Cat. 4 120-205% 2-Bedroom 17 $2,168 Cat. 4 120-205% 3-Bedroom 15 $2,280 Cat. 4 120-205% Total 50 $2,105 One 10 Harris - Basalt 1 Bedroom 5 $2,275 RO Above 205% 2-Bedroom 20 $2,850 RO Above 205% 3-Bedroom 24 $3,450 RO Above 205% Total 49 $3,085 Six Canyon - Glenwood Spgs 1 Bedroom 55 $1,840 Cat. 4 120-205% 2-Bedroom 61 $2,308 RO Above 205% Total 116 $2,086 Glenwood Greens - Glenwood Spgs 1 Bedroom 28 $917 Cat. 2 50-85% 2-Bedroom 20 $1,095 Cat. 2 50-85% 3-Bedroom 12 $1,265 Cat. 2 50-85% Total 60 $1,046 Roaring Fork Apartments - Basalt 1 Bedroom 45 N/A Cat. 2 50-85% 2-Bedroom 11 N/A RO Above 205% Total 56 N/A 1201 Main - Carbondale 1 Bedroom 15 $1,800 Cat. 4 120-205% 2-Bedroom 12 $2,800 RO Above 205% Total 27 $2,244 Source: Economic & Planning Systems Z:\Shared\Projects\DEN\213032-Aspen Lumber Yard\Data\[213032-Apartment Comps.xlsx]T-Summ 157 Lumber Yard Demographic and Market Assessment 20 Willits Seven Located in Willits Town Center in Basalt, Willits Seven is a 50-unit apartment complex built in 2017. Willits Seven has a relatively even mixture of 1-, 2-, and 3- bedroom units, and is only leased to employees in Roaring Fork Valley. Units are income-restricted at up to 120% of area median income under current APCHA guidelines (Category 2). Current rents are $1,901 per month for a 1-bedroom, $2,168 for a 2-bedroom, and $2,280 for a 3-bedroom. One 10 Harris Also in Willits Town Center, One 10 Harris is a 49-unit market rate apartment project built in 2018. One 10 Harris sits at the higher end of the apartment market, with rental rates over $3.00 per square foot. Approximately half of the units are 3-bedroom, the highest share of the comparable properties, while 41 percent are 2-bedroom units and 10 percent are 1-bedroom units. 158 Economic & Planning Systems 21 Six Canyon Six Canyon is a 116-unit market-rate apartment project built in 2020 located along U.S. Highway 6 in the northwestern part of Glenwood Springs. The unit mix is evenly split between 1- and 2-bedroom units and the average rent is $2.54 per square foot. It is one of the newest for-rent residential projects in the Roaring Fork Valley. Glenwood Greens Glenwood Greens is a 60-unit affordable apartment project located in Glenwood Springs adjacent to the Glenwood Meadows shopping center. Built in 2014, Glenwood Greens is a low-income housing tax credit (LIHTC) project with below- market rents averaging $1.21 per square foot. The unit mix consists of 28 1- bedroom units, 20 2-bedroom units, and 12 3-bedroom units. 159 Lumber Yard Demographic and Market Assessment 22 Roaring Fork Apartments The Roaring Fork Apartments is a 56-unit multifamily project located along State Highway 82 in Basalt. Built in 2018, the Roaring Fork received funding from the low-income housing tax credit (LIHTC) program and contains a mixture of affordable units (under 60% of AMI) and market-rate units. Approximately 80 percent of the units are 1-bedroom units and 20 percent are 2-bedroom units. 1201 Main Located in Carbondale at the intersection of Main Street and State Highway 133, 1201 Main is a 27-unit market-rate apartment project. 1201 Main has a mixture of 1- and 2-bedroom units. 160 Economic & Planning Systems 23 Recommendations This chapter provides recommendations and considerations for the unit mix and targeted income ranges for the rental portion of the Lumber Yard development. For context, the chapter begins with a summary of the current unit mix in APCHA’s rental properties. APCHA Rental Inventory APCHA has 1,382 units in its inventory, shown in Table 6. The inventory is concentrated in smaller units ranging from studios (22 percent) and dorm units (15 percent) to 1-bedroom (27 percent) and 2-bedroom units (31 percent). The inventory includes properties built over decades when the focus was on employee and seasonal housing, reflected in the dorm style and 1- and 2-bedroom apartment units. Most of APCHA’s rental inventory is in income Categories 2 and 3 (50-85% AMI and 85-120% AMI), with 56 percent of units. There are another 8 percent of units in Category 1 (under 50% AMI) and a third of the units as RO Category. RO units do not have an income limit; the occupant must be a full time resident and full time employee in Pitkin County with net assets less than $2.4 million. Table 6. APCHA Rental Housing Inventory Rental Category 1 Category 2 Category 3 Category 4 RO Total Units % Mix Unit Type Studio 51 78 80 4 88 301 22% 1-Bedroom 33 144 145 6 39 367 27% 2-Bedroom 17 86 171 28 126 428 31% 3-Bedroom 1 18 43 5 9 76 5% Dorm Units 6 0 10 0 190 206 15% Single-Family 0 0 0 2 2 4 0% Rental Total 108 326 449 45 454 1,382 Rental %8%24%32%3%33%100% Source: APCHA; Economic & Planning Systems Z:\Shared\Projects\DEN\213032-Aspen Lumber Yard\Data\[213032-APCHA inventory.xlsx]APCHA summ 161 Lumber Yard Demographic and Market Assessment 24 Analysis Findings Household Income The number of households in income Categories 1 and 2 in the PMA (Aspen to Glenwood Springs) have declined by approximately 1,100 (renters and owners) over about the past 10 years. Some Category 1 and 2 units should be provided to serve this lower income population and workforce and to help mitigate the increases in housing costs in the Upper, Mid, and Lower Valley areas. Jobs and Economic Base Most of the job growth in Pitkin County over the past 10 years has been in Accommodations and Food Services ($43,368), Arts and Recreation ($50,024), Public Administration ($66,352), and Retail Trade ($51,896). Besides public administration, these industries have average wages ranging from $43,368 to $51,896. For a single earner, those are incomes of 56% to 67% of AMI (Category 2). When multiple earners are considered, the job growth translates to household incomes in 50 to 85 % of AMI (26 percent of new jobs, Category 2) and 85 to 120% of AMI (55 percent of new jobs, Category 3). If a goal is to address workforce and employer needs, then a focus on up to Category 3 is also recommended. When single person households (e.g., a single parent) are considered, targeting the traditional APCHA mix of Category 1, 2, and 3 is still a good approach at Lumber Yard and will address multiple types of housing need. Private Market Development The private market is able to build rental housing in Category 4 and up as the recent projects illustrate. For rental housing, it is recommended that Lumber Yard continue to focus on Category 1, 2, and 3 for the time being. The County and all municipalities should also be encouraging market rate rental housing and looking for ways to incentivize market rate development down into Category 3 or even below. Unit Sizes EPS recommends that the Lumber Yard rental component include 1, 2, and 3 bedroom units. No studio units are recommended. Studio units do not offer the living arrangement flexibility that a unit with a separate bedroom offers. None of the recent projects in the area have included studio units; they are more typical in urban markets. EPS does recommend that the rental component include larger 3- bedroom units. Three bedroom units offer more options for families as well as roommates. There is a long tradition of seasonal workers and “ski bums” pairing up as roommates, which has social benefits and helps to save money on rent. The family market appears to be underserved, which is important in building and maintaining community and a middle class, as well as creating an opportunity for low income residents to live closer to work and attend Aspen schools. 162 Economic & Planning Systems 25 Proposed Unit Mix The recommended unit mix is shown in Table 7. The unit mix covers a wide range of unit types and incomes, focusing mostly on Category 1, Category 2, and Category 3 Units, which collectively comprise 93 percent of proposed rental units, with Category 2 having the largest share of 38 percent of all rental units. On the ownership side, more units are priced at Category 4 and above, with 26 percent of all units are Category 4 and 17 percent of all units are Category 5. This recommendation is for general guidance and does not need to be tied exactly to any final project design. Table 7. Recommended Unit Mix APCHA Category 1 Category 2 Category 3 Category 4 Category 5 Category RO Total % %AMI <50%50-85%>85-130%>130-205%>205-240%no limit Units Mix Rental Product Studio 0 0 0 0 0 0 0 0% 1-Bedroom 28 37 35 4 0 0 104 49% 2-Bedroom 15 31 25 7 0 0 78 37% 3-Bedroom 4 12 10 4 0 0 30 14% Rental Total 47 80 70 15 0 0 212 100% Rental %22%38%33%7%0%0% Ownership Product Studio 0 0 0 0 0 0 0 0% 1-Bedroom 0 12 12 10 6 0 40 41% 2-Bedroom 0 11 11 12 8 0 42 43% 3-Bedroom 0 0 10 3 3 0 16 16% Ownership Total 0 23 33 25 17 0 98 100% Ownership %0%23%34%26%17%0% Source: Economic & Planning Systems Z:\Shared\Projects\DEN\213032-Aspen Lumber Yard\Data\[Draft Lumberyard Program Updated 11-19-2021.xlsx]T-Program 163 Lumber Yard Demographic and Market Assessment 26 Alternate Unit Mix An alternate unit mix is shown in Table 8. The City of Aspen may be able to decrease public subsidies and/or increase overall public benefit by establishing an employer partnership to house employees who otherwise qualify at the Category 2 and Category 3 levels and who typically reside in roommate arrangements. In this case, modification to the unit mix to accommodate such arrangements is recommended by re-allocating some 1-bedroom units to instead be 3-bedroom units. This alternative arrangement is consistent with the findings of this study, as additional 3-bedroom units meet an established market need. The unit mix shifts 20 1-bedroom units to 3-bedroom units, pulling 10 from Category 2 and 10 from Category 3. In this alternate mix, approximately one-quarter of all units are 3- bedroom units, up from 14 percent in the original scenario. Table 8. Alternate Unit Mix APCHA Category 1 Category 2 Category 3 Category 4 Category 5 Category RO Total % %AMI <50%50-85%>85-130%>130-205%>205-240%no limit Units Mix Rental Product Studio 0 0 0 0 0 0 0 0% 1-Bedroom 28 27 25 4 0 0 84 40% 2-Bedroom 15 31 25 7 0 0 78 37% 3-Bedroom 4 22 20 4 0 0 50 24% Rental Total 47 80 70 15 0 0 212 100% Rental %22%38%33%7%0%0% Ownership Product Studio 0 0 0 0 0 0 0 0% 1-Bedroom 0 12 12 10 6 0 40 41% 2-Bedroom 0 11 11 12 8 0 42 43% 3-Bedroom 0 0 10 3 3 0 16 16% Ownership Total 0 23 33 25 17 0 98 100% Ownership %0%23%34%26%17%0% Source: Economic & Planning Systems 164