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HomeMy WebLinkAboutScrivener's Error MemoCITY OF MIAMI OFFICE OF THE CITY ATTORNEY MEMORANDUM TO: Todd B. Hannan, City Clerk FROM: Victoria Mendez, City Attorney"� for DATE: December 15, 2022 RE: Ordinance 14005 — Amend Code - Chapter 10 - Building Energy and Water Consumption Benchmarking File No. 8727 At its June 10, 2021, meeting, the City Commission adopted the above referenced agenda item, SR.3, requiring private and City of Miami ("City") owned buildings over 20,000 square feet to perform and report annual energy and water benchmarking unless otherwise exempted; and, requiring periodic retuning, or maintenance of, building facilities and equipment, every 5 years for all such buildings over 50,000 square feet that do not meet exemption criteria as part of the Building Efficiency 305 Program or BE305 program. The item inadvertently printed with a link to an incorrect cross reference. Further, the file version was inadvertently incremented prior to the April 22, 2021, City Commission meeting and, therefore, no changes are reflected in the legislation between the original version and Revision A. The Legislation has been corrected and incremented to Revision D. VMfEHfvja Enclosure(s) 1�- �� Ufa sj I* aseaie ieat[a *r' Clty of Miami <s Legislation Ordinance File Number: 8727 Final Action Date: AN ORDINANCE OF THE MIAMI CITY COMMISSION AMENDING CHAPTER 10 OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, TITLED "BUILDINGS," TO ADD A NEW ARTICLE XII, TITLED "BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING", REQUIRING BUILDINGS OVER 20,000 SQUARE FEET OF GROSS FLOOR AREA TO PERFORM AND REPORT ANNUAL ENERGY AND WATER BENCHMARKING TO THE CITY OF MIAMI; PROVIDING FOR EXEMPTION OF CERTAIN BUILDING TYPES; CONTAINING A SEVERABILITY CLAUSE; AND PROVIDING FOR AN IMMEDIATE EFFECTIVE DATE. WHEREAS, the City of Miami ("City") desires to raise awareness of energy performance through information and transparency with a goal of unlocking energy and cost savings opportunities and health benefits for the City's businesses and residents; and WHEREAS, Benchmarking of energy and water consumption is part of committed actions in the Resilient305 unified strategy with Miami -Dade County and the City of Miami Beach as well as in the City's Miami Forever Climate Ready strategy which was launched in January 2020; and WHEREAS, the City of Miami's 2018 Greenhouse Gas Emission Inventory revealed fifty-two percent (52%) of greenhouse gas emissions are from buildings; and WHEREAS, a relatively small number of large buildings often account for a�; fw. considerable portion of a city's energy use; and WHEREAS, annual Benchmarking of energy and water consumption helps 6uildingp owners, property managers, and facilities' staff establish energy performance baseiines, monitor performance over time, guide actions to cut waste, and verify energy and rroater `=u savings from investments as well as mitigates carbon emissions; and is .... WHEREAS, Benchmarking data provides summary information about public and private buildings, documenting trends in energy and water performance; and WHEREAS, Benchmarking allows for a data -based approach to analyzing future energy needs, where improvements can be made, and how to reduce costs, and WHEREAS, more than thirty (30) major United States cities and counties, including New York, Chicago, Atlanta, Boulder, and Kansas City, have adopted similar requirements, thus demonstrating the acceptability, legality, and feasibility of such requirements; NOW, THEREFORE, BE IT ORDAINED BY THE COMMISSION OF THE CITY OF MIAMI, FLOR4DA: Section 1. The recitals and findings contained in the Preamble to this Ordinance are adopted by reference and incorporated as if fully set forth in this Section. City of Miami File 1D: 8727 (Revision: A) Printed On: 411412021 Section 2. Chapter 10 of the Code of the City of Miami, Florida, as amended, is further amended in the following particulars.' "CHAPTER 10 BUILDINGS ARTICLE XII. BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING AND RETUNING Sec. 10-147. Building Energy and Water Consumption Benchmarking and Retulltng Ordi.nancb. ("Ordinance"). allow a data -based approach to analyze future energy needs, improve future usages, eliminate waste, and reduce costs. Sec. 10-148. Definitions. Unless otherwise expressly stated, the following terms shall, for the purpose of this Article, have the meanings indicated in this Section: Aggregated, Whole -Building Data means energy or water data that has been summed for an entire property, which may include a single occupant or a group of separately metered tenants. Base Building Systems mean the systems or subsystems of a building that use or distribute energy, water, impact energy, and/or water consumption, including, but not limited to the building's envelope as well as its HVAC systems, conveying systems, electrical and lighting systems, on -site generation systems, domestic hot water systems, water distribution systems, plumbing fixtures and other water -using equipment, and landscape irrigation systems and water features including fountains and excluding systems or subsystems that operate industrial applications or processes or any systems or subsystems in a multifamily residential building appurtenant only to the specific dwelling unit for which the occupant of that unit bears responsibility for its maintenance and such usage is measured by a meter or submeter. Benchmark means to input and submit the total energy and water consumed for a property for the previous calendar year and other descriptive information for such property as required by the Benchmarking Tool. Total energy and water consumption shall not include separately metered uses that are not integral to building operations as determined by the Director. Benchmarking Submission means a subset of information input into the Benchmarking Tool and Benchmarking information generated by the Benchmarking Tool as determined by the Director. Benchmarking Tool means the U.S. Environmental Protection Agency's ("EPA") ENERGY STAR® Portfolio Manager, or anv additional or alternative tool adopted by the Director, used to track and assess the energy and water use of certain properties relative to similar properties. 1 Words and/or figures stricken through shall be deleted. Underscored words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Asterisks indicate omitted and City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 Covered Private Property means a property, other than a covered City property, or any property owned or operated by Miami -Dade County, the State of Florida, or the Federal government with a building or buildings that exceed 20,000 square feet of Gross Floor Area. Covered Public Property means a property with a building or buildings that exceed 20,000 square feet of Gross Floor Area and is owned, leased, or managed by the City and where the City regularly pays all or part of the annual energy and/or water bills. Covered Property means anv Covered Public Property or Covered Private Prooerty except for any property with a single-family home or duplex, a solely residential multi -family building of five (5) units or less, or any building with an industrial use per designated Standard Industrial Classification (SIC) codes 20 through 39. Department means the City's Building Department. t Director means the Director of the City's Building Department or designee. �; .: C-01 Enerav means electricity. natural aas. steam. or other product sold by a utilitv to a r;6 stom4r of a lighting, water heating, or for powering or fueling other end -uses as recorded in the i . - Benchmarking Tool. _ ENERGY STAR® Score means the 1-100 numeric rating generated by the ENERGY STAR® Portfolio Manager tool as a measurement of a building's energy efficiency. ENERGY STAR® Portfolio Manager means the tool developed and maintained by the EPA to track and assess the relative energy performance of buildings. Financial Hardship (of a property) means that a property 1 Had arrears of property taxes or special assessments that resulted in the issuance of a tax certificate against the property within the prior two (2) years; 2. Has a court appointed receiver in control of the asset due to financial distress; 3._I_s_owned by a financial institution through default by the borrower; 4. Has been acquired by a deed in lieu of foreclosure; or 5. Has a senior mortgage subject to a notice of default. Gross Floor Area means Floor Area as defined in Article I Section 1.2 of Ordinance No. 13114 the Zoning Ordinance of the City of Miami, Florida, as amended ("Miami 21 Code"), or any successor Zoning Ordinance. Shared Benchmarking Information means information generated by the Benchmarking Tool and descriptive information about the physical property and its operational characteristics, which is shared with the public. The information, as defined by the ENERGY STAR® Portfolio Manager glossary, includes, but is not limited to, descriptive information such as the property's address, primary use, Gross Floor Area, number of floors, number of years the property has been ENERGY STAR® Certified, and the last approval date, if applicable, as well as energy -related output information such as site and source energy use intensity, weather normalized site and source energy use intensity, the ENERGY STAR ®score, where available, total annual greenhouse gas emissions, monthly energy use by fuel type, indoor water use and water use intensity (consumption per gross square foot), outdoor water use (where available), total water use, the property's ENERGY STAR® Water Score, where available, and any other general comments required to explain said ENERGY STAR® Scores. City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 System or Subsystem means a building assembly made up of various components that serve a specific function including but not limited to exterior walls, windows, doors, roofs, ceilings, floors, lighting, piping, ductwork, insulation, Heating, Ventilation, and Air Conditioning ("HVAC") system equipment or components, electrical appliances, and plumbing appliances. Utility means an entity that distributes and/or sells natural gas, electric, water, or thermal energy services for buildings. Sec. 10-149. Applicability. This Ordinance shall apply to all new and existing Covered Properties in accordance with the initial compliance timetable set forth in Section 10-138 of the City Code so long as the Benchmarkinq Tool as selected by the Director remains free to use by members of the aen.eral public. Sec. 10-150. Procedures. The owner of each Covered Property shall collect and enter data for the previous (alendaoear ' into the Benchmarkinq Tool. Unless otherwise defined in this Ordinance, the owner of each.: Covered Property shall input all data into the Benchmarking Tool in a manner that ce formi` o latest guidance provided by the EPA for use of the Benchmarkinq Tool. Whole -building utility - following methods: f�g) Obtaining Aggregated, Whole -Building Data from a utility company; Collecting data from all tenants for nonresidential properties; or U Reading a master meter. If the owner of a Covered Property does not otherwise have access to whole -building energy and water data, such property owner shall request Aggregated, Whole -Building Data from each utility that provides energy or water service to the property and that has made aggregated utility data available to owners before the reporting date of that calendar year. When a Utility does not provide whole -building energy or water data, the owner of a Covered nonresidential property shall _request energy and water data from tenants or occupants. Each non-residential tenant located in a Covered Property shall, within thirty (30) days of a request by the owner and in a form to be determined by the Director, provide all information that cannot otherwise be acquired by the owner and that is needed by the owner to comply with the requirements of this Ordinance. When the owner of a Covered Property receives notice that a nonresidential tenant intends to vacate a space within such property and the Utilities do not provide Aggregated, Whole -Building Data, the owner shall request information relating to such tenant's energy and water use for any period of occupancy relevant to the owner's obligation to Benchmark. When a Covered Property changes ownership, the previous owner shall provide the new owner with all information needed to Benchmark for the period during which the previous owner was in possession of the DrODerty. Sec. 10-151. Dutv to Report Benchmarkina. For every Covered Property subiect to this Chapter, the owner shall annually submit to the Director an energy and water Benchmarkinq report in an electronic format as established by the Director by the date specified in Section 10-152 of the City Code. City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 The information included in the annual Energy and Water Benchmarking Report shall include, at a minimum, the Shared Benchmarking Information for the previous calendar year. The owner of each Covered Property shall enter data into the Benchmarking Tool such that that the energy and water Benchmarking report shall be based on an assessment in the Benchmarking Tool of the aggregated total energy and water consumed by the whole property for the entire calendar year being reported. Before submitting a Benchmarking Submission, the owner shall run all automated data quality checker functions available within the Benchmarking Tool and shall verify that all data has been accurately entered into the Benchmarking Tool. In order for the Benchmarking report to be considered in compliance with this Ordinance, the owner shall correct all missing or incorrect information as identified by the Benchmarking Tool prior to submitting the Benchmarking report to the Director. Where the current owner learns that anv information reported as part of the Benchmarkin Submission is inaccurate or incomplete, the owner shall amend the information so reported within the Benchmarking Tool and shall provide the Director with an updated Benchmarking Submission within thirty (30) days of learning of the inaccuracy. ;-,ry a Sec. 10-152. Benchmarkinq Requirements. (a) The owner of a Covered Property shall ensure that for each such propert�a ? ` Benchmarking report is generated, completed, and submitted to the DirectUr-annually. (b) The Benchmarking reports for each Covered Property shall be due by the dates as-"$ Property shall be due by June 30 of each year thereafter. Size (Gross Floor Area) Initial Compliance Required by: Buildings 100,000 square feet June 30, 2022 or larger Buildings between 50,000 and June 30, 2023 99,999 square feet Buildings between 20,000 and June 30, 2024 49,999 square feet Sec. 10-153. Benchmarking Exemptions. (a) Benchmarking is not required for a Covered Public Property for the current reporting year if the owner submits documentation with the Director establishing that the property has met one of the following conditions: 1. The property does not have a Certificate of Occupancy or Temporary Certificate of Occupancy for all 12 months of the calendar year being Benchmarked; 2. A demolition permit for the entire buildinq was issued for the calendar year being Benchmarked, provided that demolition work has commenced and legal occupancy was no longer possible prior to end of that year; 3. The property did not receive energy or water services for the entire calendar year to be Benchmarked; or City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 4. The Covered Property had average physical occupancy of less than fifty percent (50%) throughout the calendar year for which Benchmarkinq is required. (b) Benchmarkinq is not required for a Covered Private Property for the current reporting year if an owner submits documentation with the Director, in such form and with such evidence as required by the Director, establishing that the property has met one of the following conditions: 1. It meets any of the exemptions defined for a Covered Public Property; 2. The Director determines that due to special circumstances unique to the applicant's facility and not based on a condition caused by actions of the applicant, strict compliance with provisions of this Ordinance would cause undue hardship or would not be in the public's interest; ` 3. The owner notifies the Director that the property is under Financial Ha: rilshig and provides proof of the same; or ,c 4. The Covered Property may be exempted from electricity Benchmarkinq if mare than fifty percent (50%) of Gross Floor Area is used for residential pu ose'r and i. The property is not master metered or the owner does not have acdess to:: master meters or other means to obtain whole -building electricity data; and ii. The serving electric utility does not provide data aggregation services or-�':.. access to whole -building utility data. Once such services are available from the Utility as determined by the Director, such properties will no longer be exempt from Benchmarkinq requirements and shall file initial Benchmarking reports in the first required reporting year following such data availability. (b) Any or owner requesting an exemption from Benchmarkinq shall submit an Annual Benchmarkinq Exemption Request form to the Director by April 1 in the year for which the exemption is being requested. Any exemption granted will be limited to the Benchmarkinq Submission for which the reauest was made and does not extend to bast or future submittals. (c) For each reporting year in which an owner files a request for an exemption, the Director shall determine whether that exemption is approved. Appeal of a determination that a property is not exempt shall be made within fifteen (15) days of such determination to a review committee comprised of the Director of the Departments of Resilience and Public Works (or the Supervisor of Plats in lieu thereof), Zoning, and Planning, the Director, and an Assistant City Manager as designated by the City Manager. The review committee, acting by maiority vote, shall either affirm the Director's denial or reverse his/her denial and grant the requested exemption. Sec. 10-154. Energy and Water Retuning Requirements. (a) The owner of each Covered Property 50,000 sq. ft. or above shall ensure that retuning is performed on the Base Building Systems of each such property in accordance with the schedule requirements of Section 10-156 to ensure that Base Building Systems are maintained, cleaned, and repaired. (b) Retuning shall be performed by or under the supervision of a qualified retuning professional in accordance with industry standard practices including ASHRAE Guideline 1.2 Commissioning Process for Existing Systems and Assemblies, ASHRAE Standard 0.2 Commissionina Process for Existina Svstems and Assemblies. and other standards as may be defined by the Director. City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 (c) The owner shall correct, through low-cost adjustments and minor repairs to the property's energy and water systems, all deficiencies identified by the retuning professional as having a simple payback of three (3) years or less. However, a retuning measure is not required if such retuning measure would necessitate a building permit other than an electrical or plumbing permit. (d) The cost estimates for recommended improvements to Covered properties that are regulated by any City, County, State, or federal law regulating landmarks and historic buildings shall include all additional costs necessary for the proposed retuning work to comply with such law. (e) Unless otherwise restricted by statute or contract, tenants shall allow property o&ers, reasonable access to systems and Utility information, if necessary, to cam ply w(fh'the t terms of this Ordinance.,, ».T , " Sec. 10-155. Energy and Water Retuning Reports. = t (a) For each Covered Property, a retuning professional shall complete phys oily ors ligital sian. and electronicallv submit an on-line Retunina Reoort on behalf of thebrooer`ty owner in accordance with the schedule requirements of Section 10-156. .- (b) Before submitting the Retuning Report, the qualified retuning professional shall verify that the energy and water consumption reported in the annual Benchmarking reports for the five (5) previous years are accurate. If found to be inaccurate, the qualified professional must identify inaccuracies in the reports and ensure that the data entered in the Benchmarkinq Tool and reported to the Director is updated prior to submitting the retuning report so that it reflects correct historical electricity and water consumption data. Sec. 10-156. Retuning Schedule. (a) The owner of a Covered Property shall ensure that for each such property retuning is performed, a retuning report is completed and submitted to the Director once every five (5) years with a start date commencing per Table 2. (b) The retuning reports for each Covered Property shall be due prior to December 30 of the Calendar Year shown in Table 2 as determined by the building's square footage. Table 2. Size Retuning Buildings 350,000 square feet December 1, 2027 and every five (5) years thereafter or larger Buildings between 175,000 and December 1, 2028 and every five (5) years thereafter 349,999 square feet Buildings between 100,000 and December 1, 2029 and every five (5) vears 174,999 square feet thereafter City of Miami File 1D: 8727 (Revision: A) Printed On: 411412021 (c) (d) (e) Buildings between 74,000 and December 1, 2030 and every five (5) years 99,999 square feet thereafter Buildings between 50,000 and December 1, 2031 and every five (5) years 74,999 square feet thereafter An owner may apply for an extension of time to file a retuning report if despite such owner's good faith efforts, to be documented in such application, the owner is unable to complete the required retuning prior to the scheduled due date for such report. The Director may grant no more than one (1) such extension for no more than one (1) year. The owner of a property that is in Financial Hardship may apply for and be granted annual extensions of time to file a retuning report. Extensions granted pursuant to this Section shall not extend the scheduled due dates for subsequent retuning reports. The property owner acknowledaes that by reauestina and Sec. 10-157. Retuning Exemption. (a) for the current (1) of the following conditions: 1. The property is exempt from Benchmarkinq requirements pursuant to -,then.:-. provisions of Section 8. 2. The initial Certificate of Occupancy for the property was issued less than five (5) years prior to the date when the first retuning would otherwise be due. 3. The property has undergone substantial rehabilitation, as certified by a registered design professional, within the five-year period prior to the Calendar Year in which a retuning is due such that at the commencement of such Calendar Year, all of the Base Building Systems of such property are in compliance with energy conservation and efficiency codes of the State, County, and City as applicable, and any State, County, and City Codes impacting water consumption in existence at the time this Ordinance takes effect. (b) The energy portion of the retuning is not required for the current reporting cycle if a qualified professional submits documentation with the Department in such form and with such certifications as required by the Director. For each reporting cycle, the Department shall determine whether an exemption under this Subsection applies to a property. Appeal of a determination that a property is not exempt shall be made accordina to the rocedures set forth by the Director. Sec. 10-158. Sharing of Data. (a) The Director shall make available on a publicly accessible website the Shared Benchmarking Information as defined in Section. 10-148 for the previous Calendar Year for each Covered Property. (b) The Shared Benchmarkinq Information for each Covered Property shall be made available to the public beginning one (1) year after each such property is first required to submit a Benchmarkinq report. City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 (c) The Director will determine if any Benchmarking shared summary data shall be excluded from publishing because it is not in the public interest. (d) The City may provide non-anonymized data from Benchmarkinq or Retuning submissions to any Utility serving a Covered Property or to any federal, State, County, or City -managed Energy efficiency program, provided that the data will be used only for purposes of targeting incentives provided through energy and water efficiency programs and provided that the City has first obtained the Covered Property owner's written or electronic permission to share the data with the Utility or energy efficiency program. Where the property owner's permission can be granted electronically through acceptance of a default option, the City shall provide a clearly delineated option for owners of Covered Properties to choose to opt out of granting this permission. (e) The City may disclose any retuning data or data from Benchmarkinq Submissions to a third party for academic or other non-commercial research purposes provided that such data is anonymized. (f) All third parties receiving data from Benchmarkinq or Retuning submissions shall sign a non -disclosure agreement with the City stipulating terms for acceptable use of the data, including assurances that such data shall not be disclosed to other entities, before receiving such data. M; Sec. 10-159. Annual Report and Analysis. x (a) The Director shall make available on a publicly accessible website and update annually the following information: 1. No later than December 1, 2022. a report on the Benchmarkina of all -available. accuracy, summary energy and water consumption statistics, trends observed -- and an assessment of changes across the portfolio over time; and 2. No later than December 1, 2023, a report on the Benchmarkinq of all av illable Covered Properties, including an assessment of compliance rates, an assessment of accuracy and issues affectinq accuracy, summary energy and water consumption statistics, trends observed, and an assessment of changes across the portfolio over time. (b) Beginning in 2027 and every three (3) years thereafter, the Director shall make available on a publicly accessible website a report on the progress of retuning for all Covered Properties, including but not limited to, compliance rates, trends observed, correlations of Benchmarkinq scores and retuning measures completed, the impact of retuning on EUls and ENERGY STAR® Scores, and recommendations on how the uptake of energy and water conservation measures could be increased or the implementation of retuning could be improved. (c) Nothing in this Ordinance shall prevent the Director from including all such information in a combined annual energy and water efficiency report covering the progress of all of the City's energy and water efficiency ordinances and programs. Sec. 10-160. Enforcemen (a) It shall be unlawful for any entity or person to fail to comply with the requirements of this Ordinance or misrepresent any material fact in a document required to be prepared or shared by this Ordinance. City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 (b) If the Director determines that a property owner has failed to report Benchmarkinq information as required under this Ordinance or the owner has submitted incomplete or false Benchmarkinq information, the Director may refer the owner for enforcement as set forth in Chapter 2, Article X of the City Code, titled "Code Enforcement," and may be brought for further proceedings before the Code Enforcement Board. A property owner in violation of this Article may be fined $250.00 per day for a first-time offense or $500.00 per day for a repeat violation of this Article. The City may also avail itself of any other legal remedy available and the use of one enforcement option shall not preclude the use of another." Section 5. If any section, part of a section, paragraph, clause, phrase, or word of this Ordinance is declared invalid, the remaining provisions of this Ordinance shall not be affected. Section 6. This Ordinance shall become effective immediately upon its adoption and signature of the Mayor.' APPROVED AS TO FORM AND CORRECTNESS: i ria ndez, ity ttar ey 4l13/2021 p" 2 This Ordinance shall become effective as specified herein unless vetoed by the Mayor within ten (10) days from the date it was passed and adopted. If the Mayor vetoes this Ordinance, it shall become effective immediately upon override of the veto by the City Commission or upon the effective date stated herein. whichever is later. City of Miami File ID: 8727 (Revision: A) Printed On: 411412021 w f City of Miami rt Legislation Ordinance File Number: 8727 Final Action Date: AN ORDINANCE OF THE MIAMI CITY COMMISSION AMENDING CHAPTER 10 OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, TITLED "BUILDINGS," TO ADD A NEW ARTICLE XII, TITLED "BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING", REQUIRING BUILDINGS OVER 20,000 SQUARE FEET OF GROSS FLOOR AREA TO PERFORM AND REPORT ANNUAL ENERGY AND WATER BENCHMARKING TO THE CITY OF MIAMI; PROVIDING FOR EXEMPTION OF CERTAIN BUILDING TYPES; CONTAINING A SEVERABILITY CLAUSE; AND PROVIDING FOR AN IMMEDIATE EFFECTIVE DATE. WHEREAS, the City of Miami ("City") desires to raise awareness of energy performance through information and transparency with a goal of unlocking energy and cost savings opportunities and health benefits for the City's businesses and residents; and WHEREAS, benchmarking of energy and water consumption is part of committed actions in the Resilient305 Unified Strategy with Miami -Dade County and the City of Miami Beach as well as in the City's Miami Forever Climate Ready strategy which was launched in January 2020; and WHEREAS, the City's 2018 Greenhouse Gas Emission Inventory revealed fifty-two percent (52%) of greenhouse gas emissions are from buildings; and WHEREAS, a relatively small number of large buildings often account for a considerable portion of a city's energy use; and, i WHEREAS, annual benchmarking of energy and water consumption helps.6ildir"' owners, property managers, and facilities' staff establish energy performance baselines, monitor performance over time, guide actions to cut waste, and verify energy and water n savings from investments as well as mitigates carbon emissions; and, WHEREAS, benchmarking data provides summary information about public', d y private buildings, documenting trends in energy and water performance; and WHEREAS, benchmarking allows for a data -based approach to analyzing future energy needs, where improvements can be made, and how to reduce costs; and WHEREAS, more than thirty (30) major United States cities and counties, including New York, Chicago, Atlanta, Boulder, and Kansas City, have adopted similar requirements, thus demonstrating the acceptability, legality, and feasibility of such requirements; NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained in the Preamble to this Ordinance are adopted by reference and incorporated as if fully set forth in this Section. City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 Section 2. Chapter 10 of the Code of the City of Miami, Florida, as amended, is further amended in the following particulars.' "CHAPTER 10 BUILDINGS ARTICLE XII. BUILDING ENERGY AND WATER;:. r CONSUMPTION BENCHMARKING AND RETUNING Sec. 10-147. Building Energy and Water Consumption Benchmarkinq and Retunmg:Ordimnce waste, and reduce costs. Sec. 10-148. Definitions. Unless otherwise expressly stated, the following terms shall, for the purpose of this Article, have the meanings indicated in this Section: Aqqreqated, Whole-Buildinq Data means energy or water data that has been summed for an entire property, which may include a single occupant or a group of separately metered tenants. Base Building Systems mean the systems or subsystems of a building that use or distribute energv, water, impact energy, and/or water consumption, including, but not limited to the building's envelope as well as its HVAC systems, conveying systems, electrical and lighting systems, on -site generation systems, domestic hot water systems, water distribution systems, plumbing fixtures and other water -using equipment, and landscape irrigation systems and water features, including fountains and excluding systems or subsystems that operate industrial applications or processes or any systems or subsystems in a multifamily residential building appurtenant only to the specific dwelling unit for which the occupant of that unit bears responsibility for its maintenance and such usage is measured by a meter or submeter. Benchmark means to input and submit the total energy and water consumed for a property for the previous calendar year and other descriptive information for such property as required by the Benchmarkinq Tool. Total energy and water consumption shall not include separately metered uses that are not integral to building operations as determined by the Director. Benchmarkinq Submission means a subset of information input into the Benchmarkinq Tool and Benchmarking information generated by the Benchmarkinq Tool as determined by the Director. Benchmarkinq Tool means the U.S. Environmental Protection Agency's (EPA") ENERGY STAR® Portfolio Manaqer or any additional or alternative tool adopted by the Director used to track and assess the energy and water use of certain properties relative to similar properties. 1 Words and/or figures stricken through shall be deleted. Underscored words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Asterisks indicate omitted and unchanged material. City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 Covered Private Property means a property, other than a covered City property, or any property owned or operated by Miami -Dade County, the State of Florida, or the Federal government with a building or buildings that exceed 20,000 square feet of Gross Floor Area. Covered Public Property means a property with a building or buildings that exceed 20,000 square feet of Gross Floor Area and is owned, leased, or managed by the City and where the City regularly pays all or part of the annual energy and/or water bills. Covered Property means anv Covered Public Property or Covered Private Prooertv except for any property with a single-family home or duplex, a solely residential multi -family building of five ( ) units or less, or any building with an industrial use per designated Standard l.n,dustrial Classification (SIC) codes 20 through 39. y_ Department means the City's Building Department. 3' Director means the Director of the Department or designee. ca Benchmarking Tool. a,.x ENERGY STAR® Score means the 1-100 numeric rating generated by the ENERGY STAR® Portfolio Manager tool as a measurement of a building's energy efficiency. ENERGY STAR® Portfolio Manager means the tool developed and maintained by the EPA to track and assess the relative energy performance of buildings. Financial Hardship (of a property) means that a property: 1, Had arrears of property taxes or special assessments that resulted in the issuance of a tax certificate against the property within the prior two (2) years; 2. Has a court appointed receiver in control of the asset due to financial distress; 3. Is owned by a financial institution through default by the borrower; 4. Has been acquired by a deed in lieu of foreclosure; or 5. Has a senior mortgage subject to a notice of default. Gross Floor Area means Floor Area as defined in Article I, Section 1.2 of Ordinance No. 13114, the Zoning Ordinance of the City of Miami, Florida, as amended ("Miami 21 Code"), or as defined in any successor Zoning Ordinance. Shared Benchmarking Information means information generated by the Benchmarking Tool and descriptive information about the physical property and its operational characteristics, which is shared with the public. The information, as defined by the ENERGY STAR® Portfolio Manager glossary, includes, but is not limited to, descriptive information such as the property's address, primary use, Gross Floor Area, number of floors, number of years the property has been ENERGY STAR® Certified, and the last approval date, if applicable, as well as energy -related output information such as site and source energy use intensity, weather normalized site and source energy use intensity, the ENERGY STAR ®score (where available), total annual greenhouse gas emissions, monthly energy use by fuel type, indoor water use and water use intensity (consumption per gross square foot), outdoor water use (where available), total water use, the property's ENERGY STAR® Water Score (where available), and any other eg neral comments required to explain said ENERGY STAR® Scores. City of Miami File 1D: 8727 (Revision: B) Printed On: 511912021 System or Subsystem means a building assembly made up of various components that serve a specific function including but not limited to exterior walls, windows, doors, roofs, ceilings, floors, lighting, piping, ductwork, insulation, Heating, Ventilation, and Air Conditioning ("HVAC") system equipment or components, electrical appliances, and plumbing appliances. Utility means an entity that distributes and/or sells natural gas, electric, water, or thermal energv services for buildings. Sec. 10-149. Applicability. This Ordinance shall apply to all new and existing Covered Properties in accordance with the initial compliance timetable set forth in Section 10-138 of the City Code so long as the Benchmarkinq Tool as selected by the Director remains free to use by members of the general public. Sec. 10-150. Procedures. The owner of each Covered Property shall collect and enter data for the previous calendar vear into the Benchmarkinq Tool. Unless otherwise defined in this Ordinance, the owner of each Covered Property shall input all data into the Benchmarkinq Tool in a manner that conforms to latest guidance provided by the EPA for use of the Benchmarkinq Tool. Whole -building utility data for the property's energy water and energy use shall be compiled using one or, iore`bf the , following methods: la Obtaining Aggregated, Whole -Building Data from a utility company; T"ZI (b) Collecting data from all tenants for nonresidential properties; or U Reading a master meter. IF 4-1- --F ., r`......,--A 0.-..--. 4...J^-- h--- .,..---- +.. -k-l.. utility that provides energy or water service to the property and that has made aggrecfated utility data available to owners before the reporting date of that calendar year. When a Utility does not provide whole -building energy or water data, the owner of a nonresidential Covered Property shall request energy and water data from tenants or occupants. Each non-residential tenant located in a Covered Property shall, within thirty (30) days of a request by the owner and in a form to be determined by the Director, provide all information that cannot otherwise be acquired by the owner and that is needed by the owner to comply with the requirements of this Ordinance. When the owner of a Covered Property receives notice that a nonresidential tenant intends to vacate a space within such property and the Utilities do not provide Aggregated, Whole -Building Data, the owner shall request information relating to such tenant's energy and water use for any period of occupancy relevant to the owner's obligation to Benchmark. When a Covered Property changes ownership, the previous owner shall provide the new owner with all information needed to Benchmark for the period during which the previous owner was in possession of the property. Sec. 10-151. Dutv to Report Benchmarkina. For every Covered Property subject to this Chapter, the owner shall annually submit to the Director an energv and water Benchmarking report in an electronic format as established by the Director by the date specified in Section 10-152 of the Citv Code. City of Miami File 1D: 8727 (Revision: B) Printed On: 511912021 The information included in the annual Energy and Water Benchmarking Report shall include, at a minimum, the Shared Benchmarking Information for the previous calendar year. The owner of each Covered Property shall enter data into the Benchmarking Tool so that the energy and water Benchmarking report shall be based on an assessment in the Benchmarking Tool of the aggregated total energy and water consumed by the whole property for the entire calendar year being reported. Before submitting a Benchmarking Submission, the owner shall run all automated data quality checker functions available within the Benchmarking Tool and shall verify that all data has been accurately entered into the Benchmarking Tool. In order for the Benchmarking report to be considered in compliance with this Ordinance, the owner shall correct all missing or incorrect information as identified by the Benchmarking Tool prior to submitting the Benchmarking report to the Director. Where the current owner learns that any information reported as part of the Benchmarking Submission is inaccurate or incomplete, the owner shall amend the information so reported within the Benchmarking Tool and shall provide the Director with an updated Benchmarking Submission within thirty (30) days of learning of the inaccuracy. Sec. 10-152. Benchmarking Requirements. C:� (a) The owner of a Covered Property shall ensure that for each such property Benchmarking report is generated, completed, and submitted to the Director. t.. (b) The Benchmarking reports for each Covered Property shall be due by thE:-da Property shall be due by June 30 of each year thereafter. Table 1. Size (Gross Floor Area) Initial Compliance Required by: M Buildings 200,000 square June 30, 2023 feet or larger Buildings between 100,000 October 1, 2023 square feet and 199,999 s uare feet Buildings between 50,000 October 1, 2024 and 99,999 square feet Buildings between 20,000 October 1, 2025 and 49,999 square feet Sec. 10-153. Benchmarking Exemptions. ,l (a) Benchmarking is not required for a Covered Public Property for the current reporting year if the owner submits documentation to the Director establishing that the property has met one of the following conditions: 1. The property does not have a Certificate of Occupancy or Temporary Certificate of Occupancy for all 12 months of the calendar year being Benchmarked; City of Miami File ID: 8727 (Revision: 8) Printed On: 511912021 2. A_demolition _permit for the entire building was issued for the calendar year being Benchmarked, provided that demolition work has commenced and legal occupancy was no longer possible prior to end of that year; 3. The property did not receive energy or water services for the entire calendar year to be Benchmarked; or 4. The Covered Property had average physical occupancy of less than fifty percent (50%) throughout the calendar year for which Benchmarking is required. (b) Benchmarkinq is not required for a Covered Private Property for the current reporting year if an owner submits documentation with the Director in such form and with such evidence as required bV the Director establishing that the property has met one of the following conditions: 1. It meets any of the exemptions defined for a Covered Public Property; --_ 2. The Director determines that due to special circumstances unique to the applicant's facilitv and not based on a condition caused by actions dthe'r.. hardship or would not be in the public's best interest; = 3. The owner notifies the Director that the property is under Financial Ugrdsa hip and provides proof of the same; or = 4. The Covered Property may be exempted from electricity Benchmaikrng if ir'ore than fifty percent (50%) of Gross Floor Area is used for residential purposes andk i. The property is not master metered or the owner does not have acces. s to master meters or other means to obtain whole -building electricity data; and ii. The servina electric utilitv does not provide data aaareaation services or access to whole -building utility data. Once such services are available from the Utility as determined by the Director, such properties will no longer be exempt from Benchmarkinq requirements and shall file initial Benchmarkinq reports in the first required reporting Vear following such data availability. 5. If over 25% of the dwelling units within the property qualify as affordable housing, the property owner or representative maV request an exemption. (b) Any entity or owner requesting an exemption from Benchmarkinq shall submit an Annual Benchmarkinq Exemption Request form to the Director by April 1 in the year for which the exemption is being requested. Any exemption granted will be limited to the Benchmarkina Submission for which the reauest was made and does not extend to past or future submittals. (c) For each reporting year in which an owner files a request for an exemption, the Director shall determine whether that exemption is approved. Appeal of a determination that a Property is not exempt shall be made within fifteen (15) days of such determination to a review committee comprised of the Director of the Departments of Resilience and Public Works (or the Supervisor of Plats in lieu thereof), Zoning, and Planning, the Director, and an Assistant City Manager as designated bV the CitV Manager. The review committee, actina by maiority vote. shall either affirm the Director's denial or reverse his/her denial and grant the requested exemption. Sec. 10-154. Energy and Water Retuning Requirements. (a) The owner of each Covered Property 50,000 sq. ft. or above shall ensure that retuning is performed on the Base Building Systems of each such property in accordance with the schedule requirements of Section 10-156 to ensure that Base Building Systems are maintained, cleaned, and repaired. City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 (b) Retuning shall be performed by or under the supervision of a qualified retuning professional in accordance with industry standard practices including ASHRAE Guideline 1.2 Commissioning Process for Existing Systems and Assemblies, ASHRAE Standard 0.2 Commissioning Process for Existing Systems and Assemblies, and other standards as may be defined by the Director. (c) The owner shall correct, through low-cost adjustments and minor repairs to the property's energy and water systems, all deficiencies identified by the retuning professional as having a simple payback of three (3) years or less. However, a retuning measure is not required if such retuning measure would necessitate a building permit other than an electrical or plumbing permit. (d) The cost estimates for recommended improvements to Covered Properties that are regulated by any City, County, State, or federal law regulating landmarks and historic buildings shall include all additional costs necessary for the proposed retuning work to comply with such law. (e) Unless otherwise restricted by statute or contract, tenants shall allow prope.r(y owners terms of this Ordinance. Sec. 10-155. Energy and Water Retuning Reports. (a) For each Covered Property, a retuning professional shall complete, h sica ;or di it sign, and electronically submit an on-line Retuning Report on behalf of the pro erty r ..Y owner in accordance with the schedule requirements of Section 10-156. (b) Before submitting the Retuning Report, the qualified retuning professional shall verify that the energy and water consumption reported in the annual Benchmarking reports for the five (5) previous years are accurate. If found to be inaccurate, the qualified professional must identify inaccuracies in the reports and ensure that the data entered in the Benchmarking Tool and reported to the Director is updated prior to submitting the retuning report so that it reflects correct historical electricity and water consumption data. Sec. 10-156. Retuning Schedule. (a) The owner of a Covered Property shall ensure that for each such property retuning is performed, a retuning report is completed and submitted to the Director once every five (5) years with a start date commencing per Table 2. (b) The retuning reports for each Covered Property shall be due prior to December 30 of the Calendar Year shown in Table 2 as determined by the building's square footage. Table 2. Size Retuning Buildings 200,000 square feet or larger December 1, 2028 and every five (5) years thereafter City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 Buildings between 100,000 and 199,000 square feet Buildings between 50,000 99.999 sauare feet Buildings between 20,000 and 49,999 square feet December 1, 2029 and every five (5) years thereafter December 1, 2030 and every five (5) years thereafter Optional (c) An owner may apply for an extension of time to file a retuning report if, despite such owner's good faith efforts documented in such application, the owner is unable to complete the required retuning prior to the scheduled due date for such report. The Director may -grant no more than one (1) such extension for no more than one (1) year. (d) The owner of a property that is in Financial Hardship may apply for and be granted annual extensions of time to file a retuning report. (e) Extensions granted pursuant to this Section shall not extend the scheduled due dates for subsequent retuning reports. The property owner acknowledges that by requesting and receiving an extension, the period of time before the property's next compliarlye date will be less than the typical schedule. j Sec. 10-157. Retuning Exemption. s (a) A retuning report is not required for a Covered Property for the current reporting c)Me if a qualified professional submits documentation to the Department in such farm anal=with (1) of the following conditions: u k l 1. The property is exempt from Benchmarking requirements pursuant to! -the provisions of Section 10-153. 2. The initial Certificate of Occupancy for the property was issued less than five (5) years prior to the date when the first retuning would otherwise be due. 3. The property has undergone substantial rehabilitation, as certified by a registered design professional, within the five-year period prior to the Calendar Year in which a retuning is due such that at the commencement of such Calendar Year, all of the Base Buildinq Systems of such property are in compliance with energy conservation and efficiency codes of the State, County, and City as applicable, and any State, County, and City Codes impacting water consumption in existence at the time this Ordinance takes effect. (b) The energy portion of the retuning is not required for the current reporting cycle if a qualified professional submits documentation with the Department in such form and with such certifications as required by the Director. For each reporting cycle, the Department shall determine whether an exemption under this Subsection applies to a property. Appeal of a determination that a property is not exempt shall be made according to the procedures set forth by the Director. Sec. 10-158— Permit Fee Credit City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 a. All Covered Properties that are in aood standina with submittina Benchmarkin Submissions, retuning reports, and have not been found in violation of either Benchmarkinq Submissions as required by Section 10-152 or retuning reporting as required by Section 10-155 within the past five (5) calendar years shall be -granted a maximum one-time credit per building, up to the amount provided in Table 3, for permit fees related to direct costs incurred for Benchmarkinq or retuning purposes pursuant to this Chapter. A property that has been found to have any code violations shall not ug alify. Table 3. Size Maximum Credit of Building -Efficiency Related Permit Fees Buildings 500,000 square or Up to $25,000.00 later er Buildings between 100,000 and $10,000.00 ` �- t 499,999 square feet Buildings between 20,000 and $5,000.00 99,999 square feet Sec. 10-159. Sharina of Data. (a) The Director shall make available on a publicly accessible website the Shared Benchmarkinq Information as defined in Section 10-148 for the previous Calendar Year for each Covered Property. (b) The Shared Benchmarkinq Information for each Covered Property shall be made available to the public beginning one (1) year after each such property is first required to submit a Benchmarkinq report. (c) The Director will determine if any Benchmarkinq shared summary data shall be excluded from publishing because it is not in the public's best interest. (d) The City may provide non-anonvmized data from Benchmarkinq or retuning submissions to any Utility serving a Covered Property or to any federal, State, County, or City - managed Energy efficiency program, provided that the data will be used only for purposes of targeting incentives provided through energy and water efficiency programs and provided that the City has first obtained the Covered Property owner's written or electronic permission to share the data with the Utility or energy efficiency program. Where the property owner's permission can be granted electronically through acceptance of a default option, the City shall provide a clearly delineated option for owners of Covered Properties to choose to opt out of granting such permission. (e) The City may disclose any retuning data or data from Benchmarkinq Submissions to a third party for academic or other non-commercial research purposes provided that such data is anonvmized. City of Miami File ID: 8727 (Revision: 8) Printed On: 511912021 (f) All third parties receiving data from Benchmarking or retuninq submissions shall sign a non -disclosure agreement with the City stipulating terms for acceptable use of the data, including assurances that such data shall not be disclosed to other entities, before receiving such data. Sec. 10-160. Annual Report and Analysis. (a) The Director shall make available on a publicly accessible website and update annually the following information: 1. No later than December 1, 2023, a report on the Benchmarking of all available Covered Properties, including an assessment of accuracy and issues affecting accuracy, summary energy and water consumption statistics, trends observed, and an assessment of changes across the portfolio over time, and 2. No later than December 1, 2024, a report on the Benchmarking of all available Covered Properties, including an assessment of compliance rates, an assessment of accuracy and issues affecting accuracy, summary energy and water consumption statistics, trends observed, and an assessment of changes across the portfolio over time. (b) (c) Beainnina in 2029 and every three (3) vears thereafter. the Director shall make available on a publicly accessible website a report on the progress of retuning for all Covered Properties, including but not limited to, compliance rates, trends observed, correlations of Benchmarking scores and retuning measures completed, the impact of retuning on EUIs and ENERGY STAR® Scores, and recommendations on how the uptake of energy and water conservation measures could be increased or the implementation of"retuning could be improved. C,.k^: City's energy and water efficiency ordinances and programs. Sec. 10-161. Enforcement. (a) shared by this Ordinance. I °or au , t, the - "- _.— .: 7 (b) If the Director determines that a property owner has failed to report Benchmarking information as required under this Ordinance or the owner has submitted incomplete or false Benchmarking information, the Director may refer the owner for enforcement as set forth in Chapter 2, Article X of the City Code, titled "Code Enforcement," and may be brought for further proceedings before the Code Enforcement Board. A property owner in violation of this Article may be fined $250.00 per day for a first-time offense or $500.00 per day for a repeat violation of this Article. The City may also avail itself of any other leaal remedv available and the use of one enforcement option shall not Dreclude the use of another. (c) No violation shall be issued for non-compliance or failure to submit to the Director a Benchmarking report until one year from the first compliance date for Benchmarking reports as defined in Section 10-152." Section 5. If any section, part of a section, paragraph, clause, phrase, or word of this Ordinance is declared invalid, the remaining provisions of this Ordinance shall not be affected. City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 Section 6. This Ordinance shall become effective immediately upon its adoption and signature of the Mayor.2 APPROVED AS TO FORM AND CORRECTNESS: 1 i ria i " dez, City Atto r ey 4/13/2021 2 This Ordinance shall become effective as specified herein unless vetoed by the Mayor within ten (10) days from the date it was passed and adopted. If the Mayor vetoes this Ordinance, it shall become effective immediately upon override of the veto by the City Commission or upon the effective date stated herein. whichever is later. City of Miami File ID: 8727 (Revision: B) Printed On: 511912021 City of Miami c�s� ax rp i City Hall Legislation 3500 Pan American Drive Miami, FL 33133 � � IAS#Bf D#d1E4 54' www.miamigov.com Ordinance: 14005 File Number: 8727 Final Action Date: 6/10/2021 AN ORDINANCE OF THE MIAMI CITY COMMISSION AMENDING CHAPTER 10 OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, TITLED "BUILDINGS," TO ADD A NEW ARTICLE XII, TITLED "BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING", REQUIRING BUILDINGS OVER 20,000 SQUARE FEET OF GROSS FLOOR AREA TO PERFORM AND REPORT ANNUAL ENERGY AND WATER BENCHMARKING TO THE CITY OF MIAMI; PROVIDING FOR EXEMPTION OF CERTAIN BUILDING TYPES; CONTAINING A SEVERABILITY CLAUSE; AND PROVIDING FOR A IMMEDIATE EFFECTIVE DATE. r_ SPONSOR(S): Commissioner Ken Russell ' WHEREAS, the City of Miami ("City") desires to raise awareness of energy pOrforrrlance through information and transparency with a goal of unlocking energy and cost savings; - opportunities and health benefits for the City's businesses and residents; and WHEREAS, benchmarking of energy and water consumption is part of committed actions in the Resilient305 Unified Strategy with Miami -Dade County and the City of Mi6 mi Beach as well as in the City's Miami Forever Climate Ready strategy which was launched in January 2020; and WHEREAS, the City's 2018 Greenhouse Gas Emission Inventory revealed fifty-two percent (52%) of greenhouse gas emissions are from buildings; and WHEREAS, a relatively small number of large buildings often account for a considerable portion of a city's energy use; and WHEREAS, annual benchmarking of energy and water consumption helps building owners, property managers, and facilities' staff establish energy performance baselines, monitor performance over time, guide actions to cut waste, verify energy and water savings from investments, and mitigate carbon emissions; and WHEREAS, benchmarking data provides summary information about public and private buildings, documenting trends in energy and water performance; and WHEREAS, benchmarking allows for a data -based approach to analyzing future energy needs, where improvements can be made, and how to reduce costs; and WHEREAS, more than thirty (30) major United States cities and counties, including New York, Chicago, Atlanta, Boulder, and Kansas. City, have adopted similar requirements, thus demonstrating the acceptability, legality, and feasibility of such requirements; NOW,, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF MIAMI, FLORIDA: City of Miami Page 1 of 11 File ID: 8727 (Revision: C) Printed On: 612912021 File ID: 8727 Enactment Number: 14006 Section 1. The recitals and findings contained in the Preamble to this Ordinance are adopted by reference and incorporated as if fully set forth in this Section. Section 2. Chapter 10 of the Code of the City of Miami, Florida, as amended, is further amended in the following particulars.' "CHAPTER 10 ARTICLE XII. BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING AND RETUNING 10-147. Build waste, and reduce costs. s F .a Sec. 10-148. Definitions. r '' Unless otherwise expressly stated, the following terms shall, for the purpose of this Article, have the meanings indicated in this Section: Aggregated, Whole -Building Data means energy or water data that has been summed for an entire_ property, which may include a single occupant or a group of separately metered tenants. Base Building Systems mean the systems or subsystems of a building that use or distribute energy, water, impact energy, and/or water consumption, including, but not limited to the _building's envelope as well as its HVAC systems, conveying systems, electrical and lighting systems, on -site generation systems, domestic hot water systems, water distribution systems, plumbing fixtures and other water -using equipment, and landscape irrigation systems and water features, including fountains and excluding systems or subsystems that operate industrial applications or processes or any systems or subsystems in a multifamily residential building appurtenant only to the specific dwelling unit for which the occupant of that unit bears responsibility for its maintenance and such usage is measured by a meter or submeter. Benchmark means to input and submit the total energy and water consumed for a property for the previous calendar year and other descriptive information for such property as required by the Benchmarking Tool. Total energy and water consumption shall not include separately metered uses that are not integral to building operations as determined by the Director. Benchmarking Submission means a subset of information input into the Benchmarking Tool and Benchmarking information generated by the Benchmarking Tool as determined by the Director. 1 Words and/or figures stricken through shall be deleted. Underscored words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Asterisks indicate omitted and unchanged material. City of Miami Page 2 of 11 File ID: 8727 (Revision: C) Printed on: 612912021 File ID: 8727 Enactment Number: 14005 Benchmarkinp Tool means the United States Environmental Protection Agency's ("EPA") ENERGY STARO Portfolio Manager or anv additional or alternative tool adopted by the Director used to track and assess the energy and water use of certain properties relative to similar properties. Covered Private Property means a property, other than a covered City property, or any property owned or operated by Miami -Dade County, the State of Florida, or the Federal government with a building or buildings that exceed 20,000 square feet of Gross Floor Area. Covered Public Property means a property with a building or buildings that exceed 20,000 square feet of Gross Floor Area and is owned, leased, or managed by the City and where the City regularly pays all or part of the annual energy and/or water bills. Covered Property means any Covered Public Property or Covered Private Property except for any property with a single-family home or duplex, a solely residential multi -family building of five (5) units or less, or any building with an industrial use per designated Standard Industrial Classification (SIC) codes 20 through 39. Department means the City's Building Department. Director means the Director of the Department or designee, property or renewable on -site electricity generation for purposes of providing heatin' cooling lighting, water heating, or for powering or fueling other end -uses as recorded in the a Benchmarking Tool`a'' ENERGY STAR@ Score means the 1-100 numeric rating generated by the ENEgy SIAhO Portfolio Manager tool as a measurement of a building's energy efficiency. ENERGY STARO Portfolio Manager means the tool developed and maintained b'y the EPA to . L track and assess the relative energy performance of buildings. Financial Hardship (of a property) means that a property 1, Had arrears of property taxes or special assessments that resulted in the issuance of a tax certificate against the property within the prior two (2) years- 2. Has a court appointed receiver in control of the asset due to financial distress-, 3. Is owned by a financial institution through default by the borrower: 4. Has been acquired by a deed in lieu of foreclosure: or 5. Has a senior mortgage subject to a notice of default. Gross Floor Area means Floor Area as defined in Article I Section 1.2 of Ordinance No. 13114 the Zoning Ordinance of the City of Miami, Florida, as amended ("Miami 21 Code") or as defined in any successor Zoning Ordinance. Shared Benchmarkinp_lnformation means information generated by the Benchmarkina Tool and descriptive information about the physical property and its operational characteristics which is shared with the public. The information as defined by the ENERGY STAR@ Portfolio Manager glossary, includes, but is not limited to, descriptive information such as the property's address primary use, Gross Floor Area, number of floors, number of years the property has been City of Miami Page 3 of 11 Fite ID: 8727 (Revision. C) Printed on: 612912021 File ID: 8727 Enactment Number: 14006 ENERGY STAR@ Certified, the last approval date, if applicable, and energy -related output information such as site and source energy use intensity, weather normalized site and source energy use intensity, the ENERGY STAR @score (where available), total annual greenhouse gas emissions, monthly energy use by fuel type, indoor water use and water use intensity (consumption per gross square foot), outdoor water use (where available), total water use, the property's ENERGY STARO Water Score (where available), and any other general comments required to explain said ENERGY STAR@ Scores. System or Subsystem means a building assembly made up of various components that serve a specific function including but not limited to exterior walls, windows, doors, roofs, ceilings, floors, lighting, piping, ductwork, insulation, Heating, Ventilation, and Air Conditioning ("HVAC") system equipment or components, electrical appliances, and plumbing appliances. Utility means an entity that distributes and/or sells natural gas, electric, water, or thermal energy services for buildings. Sec zY10=149.RAppllea�ilitu- This`Ordihahbi" `sha11"applv"to all'h' End existina"Cove''Pr operties iri accordanceu`i(th'the ainitial cert pliance "timetable -set forth in=Section -10=�138,.of the City'C`ode so`lortg as tt[e Benchmarking Tool asrseiected "bV"the Drectorrerrrin free to use bymetnbers=of"the general public. a' Sec. 10-150. Procedures. The owner of each Covered Property shall collect and enter data for the previous mer dar,-dear . _ .. into the Benchmarking Tool. Unless otherwise defined in this Ordinance, the owner dfeach 1e Covered Property shall input all data into the Benchmarking Tool in a manner that cp-nforms latest Guidance provided by the EPA for use of the Benchmarking Tool. Whole -build nq�-U ilityv data for the property's energy water and energy use shall be compiled using one or more of.the following methods: (1) Obtaining Aggregated, Whole -Building Data from a utility company; (2) Collecting data from all tenants for nonresidential properties; or (3) Reading a master meter. If the owner of a Covered Property does not otherwise have access to whole -building energy and water data, such property owner shall request Aggregated, Whole -Building Data from each utility that provides enemy or water service to the property and that has made aggregated utility data available to owners before the reporting date of that calendar year. When a Utility does not provide whole -building energy or water data, the owner of a nonresidential Covered Property shall request energy and water data from tenants or occupants. Each non-residential tenant located in a Covered Prosy shall, within thirty (30) days of a request by the owner and in a form to be determined by the Director, provide all information that cannot otherwise be acquired by the owner and that is needed by the owner to comply with the requirements of this Ordinance. When the owner of a Covered Property receives notice that a nonresidential tenant intends to vacate a space within such property and the Utilities do not provide Aggregated, Whole -Building Data, the owner shall request information relating to such tenant's energy and water use for any period of occupancy relevant to the owner's obligation to Benchmark. City of Miami Page 4 of 11 File ID: 8727 (Revision: C) Printed on: 612912021 File ID: 8727 Enactment Number: 14006 When a Covered Property changes ownership, the previous owner shall provide the new owner with all information needed to Benchmark for the period during which the previous owner was in possession of the property.. Sec. 10-151. Duty to Report Benchmarking. There shall be no City fees associated with the submission of Benchmarking reports or retuning reports. For every Covered Property subject to this Chapter, the owner shall annually submit to the Director an energy and water Benchmarking report in an electronic format as established by the Director by the date specified in Section 10-152 of the City Code. The information included in the annual Energy and Water Benchmarking Report shall include, at a minimum, the Shared Benchmarking Information for the previous calendar year. The owner of each Covered Property shall enter data into the Benchmarking Tool so that the energy and water Benchmarking report shall be based on an assessment in the Benchmarking Tool of the aggregated total energy and water consumed by the whole property for the entire calendar year being reported. Before submittina a Benchmarkina Submission. the owner shall run all automated data aualit checker functions available within the Benchmarking Tool and shall verify that all data has been accurately entered into the Benchmarking Tool. In order for the Benchmarking report to be considered in compliance with this Ordinance, the owner shall correct all missing or incorrect information as identified by the Benchmarking Tool prior to submitting the Benchmal'kingLr4port to the Director. - -= Vi I Submission is inaccurate or incomplete. the owner shall amend the information so r6Dorted."' shall provide the Director with an Submission within thirty (30) days of learning of the inaccuracy. r"P Sec. 10-152. Benchmarking Requirements. 1. The owner of a Covered Property shall ensure that for each such property, a Benchmarking report is generated, completed, and submitted to the Director annually. 2. The Benchmarking reports for each Covered Property shall be due by the dates as defined in the following table. Subsequent Benchmarking reports for each Covered Property shall be due by June 30 of each year thereafter. Table 1. Size (Gross Floor Area) Initial Compliance Required by: Buildings 200,000 square June 30, 2023 feet or larger Buildings between 100,000 October 1, 2023 s uare feet and 199,999 s uare feet City of Miami Page 6 of 11 File ID: 8727 (Revision: C) Printed on: 612912021 File ID: 8727 Enactment Number: 14006 Buildings between 50,000 I October 1, 2024 and 99,999 square feet Buildings between 20,000 I October 1, 2025 and 49,999 square feet Sec. 10-153. Benchmarking Exemptions. (a) Benchmarking is not required for a Covered Public Property for the current reporting year if the owner submits documentation to the Director establishing that the property has met one of the following conditions: 1. The property does not have a Certificate of Occupancy or Temporary Certificate of Occupancy for all 12 months of the calendar year being Benchmarked; 2. A demolition permit for the entire building was issued for the calendar year being Benchmarked, provided that demolition work has commenced and legal occupancy was no longer possible prior to end of that year; 3. The property did not receive energy or water services for the entire.calendar year to be Benchmarked; or� 4. The Covered ProDerty had averaae ohvsical occuoancv of less than fifkv--b.ercen,V (50%) throughout the calendar year for which Benchmarking is required,,` A �y. (b) Benchmarking is not required for a Covered Private Property for the currel�l`t reporting year if an owner submits documentation with the Director in such form and',With such evidence as required by the Director establishing that the property has milt one o-f-the I following conditions: m' 1. It meets any of the exemptions defined for a Covered Public Property;, ry 2. The Director determines that due to special circumstances unique to the applicant's facility and not based on a condition caused by actions of the applicant, strict compliance with provisions of this Ordinance would cause undue hardship or would not be in the public's best interest; 3. The owner notifies the Director that the pro eery is under Financial Hardship and provides proof of the same, or 4. The Covered Property may be exempted from electricity Benchmarking if more than fifty percent (50%) of Gross Floor Area is used for residential purposes and: i. The property is not master metered or the owner does not have access to master meters or other means to obtain whole -building electricity data; and ii. The servina electric utilitv does not provide data aaareaation services or access to whole -building utility data Once such services are available from the Utility as determined by the Director, such properties will no longer be exempt from Benchmarking requirements and shall file initial Benchmarking reports in the first required reporting year following such data availability. (b) Any or owner requesting an exemption from Benchmarking shall submit an Annual Benchmarking Exemption Request form to the Director by April 1 in the year for which the exemption is being requested. Any exemption granted will be limited to the Benchmarkina Submission for which the request was made and does not extend to oast or future submittals. City of Miami Page 6 of 11 File ID: 8727 (Revision: C) Printed on: 612912021 File ID., 8727 Enactment Number. 14006 (c) For each reporting year in which an owner files a request for an exemption, the Director shall determine whether that exemption is approved. Appeal of a determination that a property is not exempt shall be made within fifteen (15) days of such determination to a review committee comprised of the Director of the Departments of Resilience and Public Works (or the Supervisor of Plats in lieu thereof), Zoning, and Planning, the Director, and an Assistant City Manager as designated by the City Manager. The review committee, acting by majority vote, shall either affirm the Director's denial or reverse his/her denial and grant the requested exemption. Sec. 10-154. Energy and Water Retuning Requirements. (a) The owner of each Covered Property 50,000 sq. ft. or above shall ensure that retuning is performed on the Base Building Systems of each such property in accordance with the schedule requirements of Section 10-156 to ensure that Base Building Systems are maintained, cleaned, and repaired. (b) Retuning shall be performed by or under the supervision of a qualified retuning professional in accordance with industry standard practices including ASHRAE Guideline 1.2 Commissioning Process for Existing Systems and Assemblies, ASHRAE Standard 0.2 Commissioning Process for Existing Systems and Assemblies, and other standards as may be defined by the Director. (c) The owner shall correct, through low-cost adiustments and minor repairs to the c property's energy and water systems, all deficiencies identified by the retuning professional as having a simple payback of three (3) years or less. However, a 1-- tun r..q measure is not required if such retuning measure would necessitate a build ln�i p t I other than an electrical, plumbing, or mechanical permit. (d) The cost estimates for recommended improvements to Covered Properties that°are regulated by any City, County, State, or federal law regulating landmarks andlifttorld-- buildings shall include all additional costs necessary for the proposed retunicky orki comply with such law. n (e) Unless otherwise restricted by statute or contract, tenants shall allow property owners reasonable access to systems and Utility information, if necessary, to comply with the terms of this Ordinance. Sec. 10-155. Energy and Water Retuning Reports. (a) For each Covered Property, a retuning professional shall complete, physically or digitally siqn, and electronically submit an on-line Retuning Report on behalf of the property owner in accordance with the schedule requirements of Section 10-156. (b) Before submitting the Retuning Report, the qualified retuning professional shall verify that the energy and water consumption reported in the annual Benchmarkin0 reports for the five (5) previous years are accurate. If found to be inaccurate, the qualified professional must identify inaccuracies in the reports and ensure that the data entered in the Benchmarking Tool and reported to the Director is updated prior to submitting the retuning report so that it reflects correct historical electricity and water consumption data. Sec. 10-156. Retuning Schedule. City of Miami Page 7 of 11 File ID: 8727 (Revision: C) Printed on: 612912021 File ID: 8727 Enactment Number: 14005 (a) The owner of a Covered Property shall ensure that for each such property retuning is performed, a retuning report is completed and submitted to the Director once every five (5) years with a start date commencing pursuant to Table 2. (b) The retuning reports for each Covered Property shall be due prior to December 30 of the Calendar Year shown in Table 2 as determined by the building's square footaqe. Table 2. Size Retuning Buildings 200,000 square feet or larger December 1, 2028 and every five (5) years thereafter Buildings between 100,000 December 1, 2029 and every five (5) years and 199,000 square feet thereafter Buildings between 50,000 December 1, 2030 and every five (5) years 99,999 square feet thereafter -E tea_ Buildings between 20,000 Optional and 49,999 square feet _ rin` -7 h b a (C.) complete the required retuning prior to the scheduled due date for such report. The Director may grant no more than one (1) such extension for no more than one (1) year. (d) The owner of a property that is in Financial Hardship may pply for and be granted annual extensions of time to file a retuning report. (e) Extensions granted pursuant to this Section shall not extend the scheduled due dates for subsequent retuning reports. The property owner acknowledges that by requesting and receiving an extension, the period of time before the propertv's next compliance date will be less than the typical schedule. Sec. 10-157. Retuning Exemption. (a) A retuning report is not required for a Covered Property for the current reporting cycle if a qualified professional submits documentation to the Department in such form and with such certifications as required by the Director establishing that the property has met one (1) of the following conditions: City of Miami Page 8 of 11 File ID: 8727 (Revision: C) Printed on: 6/29/2021 File ID: 8727 Enactment Number: 14006 1. The property is exempt from Benchmarking requirements pursuant to the provisions of Section 10-153. 2. The initial Certificate of Occupancy for the property was issued less than five (5) years prior to the date when the first retuning would otherwise be due. 3. The property has undergone substantial rehabilitation, as certified by a registered design professional, within the five-year period prior to the Calendar Year in which a retuning is due such that at the commencement of such Calendar Year, all of the Base Building Systems of such property are in compliance with energy conservation and efficiency codes of the State, County, and City as applicable, and any State, County, and City Codes impacting water consumption in existence at the time this Ordinance takes effect. 4. If over 25% of the dwelling units within the property qualify as affordable housing, the property owner or representative may request an exemption. (b) The energy portion of the retuning is not required for the current reporting cycle if a qualified professional submits documentation with the Department in such form and with such certifications as required by the Director. For each reporting cycle, the Department shall determine whether an exemption under this Subsection applies to a property. Appeal of a determination that a property is not exempt shall be made according to the procedures set forth by the Director. Sec. 10-158. Permit Fee Credit All covered properties that are in good standing with submitting Benchmarkinq Submissions, retuning reports, (as reflected in Section 10-157(a)(3)) and have not been found in violation of either Benchmarkinq Submissions as required by Section 10-152 or retuning reporting as required by Section 10-155 within the past five (5) calendar years shall be granted a maximum one-time, non-transferrable credit per building every retuning period, up to the amount provided in Table 3, for City's Building permit fees related to professional service/"soft costs"incurred for retuninq purposes pursuant to this Chapter. The credit expires if unused in that period. A property that has be' en fa to have any code violations shall not qualify. Table 3. C7 Size Maximum Credit of Building-Efficiency=ikelat&d' Permit Fees Buildings 500,000 square or larger Up to $25,000.00 _. , Buildings between 100,000 and $10,000.00 499,999 square feet Buildings between 20,000 and $5,000.00 99,999 square feet City of Miami Page 9 of 11 File ID: 8727 (Revision: C) Printed on: 6/29/2021 File ID: 8727 Enactment Number: 14006 Sec. 10-159. Sharing of Data. (a) The Director shall make available on a publicly accessible website the Shared Benchmarking Information as defined in Section 10-148 for the previous Calendar Year for each Covered Property. (b) The Shared Benchmarking Information for each Covered Property shall be made available to the public beginning one (1) year after each such property is first required to submit a Benchmarkinq report. (c) The Director will determine if any Benchmarking shared summary data shall be excluded from publishing because it is not in the public's best interest. (d) The City may provide non-anonvmized data from Benchmarking or retuning submissions to any Utility serving a Covered Property or to any federal, State, County, or City managed Energy efficiency program, provided that the data will be used only for purposes of targeting incentives provided through energy and water efficiency programs and provided that the City has first obtained the Covered Property owner's written or electronic permission to share the data with the Utility or energy efficiency program. Where the property owner's permission can be granted electronically through acceptance of a default option, the City shall provide a clearly delineated option for owners of Covered Properties to choose to opt out of granting such permission. (e) third party for academic or other non-commercial research purposes provided -that such data is anonvmized. (f) data from Benchmarki incivaingassurances that sucn aata snap not De aisciosea to other entities-getore receiving such data. - Sec. 10-160. Annual Report and Analysis. (a) The Director shall make available on a publicly accessible website and update `annually the following information: 1. No later than December 1, 2023, a report on the Benchmarking of all available Covered Properties, including an assessment of accuracy and issues affecting accuracy, summary energv and water consumption statistics, trends observed, and an assessment of changes across the portfolio over time, and 2. No later than December 1, 2024, a report on the Benchmarking of all available Covered Properties, including an assessment of compliance rates, an assessment of accuracy and issues affecting accuracy, summary energy and water consumption statistics, trends observed, and an assessment of changes across the portfolio over time. (b) Beginning in 2029 and every three (3) years thereafter, the Director shall make available on a Publicly accessible website a report on the progress of retuning for all Covered Properties, including but not limited to, compliance rates, trends observed, correlations of Benchmarking scores and retuning measures completed, the impact of retuning on EUls and ENERGY STAR® Scores, and recommendations on how the uptake of energy City of Miami Page 10 of 11 File ID: 8727 (Revision: C) Printed on: 612912021 File ID: 8727 Enactment Number: 14005 and water conservation measures could be increased or the implementation of retuning could be improved. (c) Nothing in this Ordinance shall prevent the Director from including all such information in a combined annual energy and water efficiency report covering the progress of all of the City's energy and water efficiency ordinances and programs. Sec. 10-161. Enforcement. (a) It shall be unlawful for any entity or person to fail to comply with the requirements of this Ordinance or misrepresent any material fact in a document required to be prepared or shared by this Ordinance. The Director may request an audit to confirm the utility data for any building or submission for compliance. The Director shall then have the authority to verify the report's amended data by. 1. City personnel to inspect and audit the building on -site. 2. Reiect amended reports based on the City audit. (b) If the Director determines that a property owner has failed to report Benchmarking or returning information as required under this Ordinance or the owner has submitted incomplete or false Benchmarking or retuning information, the Director may refer the owner for enforcement as set forth in Chapter 2, Article X of the City Code, titled "Code Enforcement," and may be brought for further proceedings before the Code Enforcement Board. A property owner in violation of this Article may be fined $250.00 per day for a first-time offense or $500.00 per day for a repeat violation of this Article. The City may also avail itself of any other legal remedy available and the use of one enforcement option shall not preclude the use of another. (c) No violation shall be issued for non-compliance or failure to submit to the Director a Benchmarking report until one (1) year from the first compliance date for Benchmarking reports as defined in Section 10-152." Section 5. If any section, part of a section, paragraph, clause, phrase, or word of this Ordinance is declared invalid, the remaining provisions of this Ordinance shall not be affected. Section 6. This Ordinance shall become effective immediately upon its adoption and signature of the Mayor.2 ==i' APPROVED AS TO FORM AND CORRECTNESS: t ` , ria dez, Cify Attor iey 6/28/2021 2 This Ordinance shall become effective as specified herein unless vetoed by the Mayor within ten (10) days from the date it was passed and adopted. If the Mayor vetoes this Ordinance, it shall become effective immediately upon override of the veto by the City Commission or upon the effective date stated herein, whichever is later. City of Miami Page 11 of 11 File ID: 8727 (Revision: C) Printed on: 6/29/2021 � 4"i4 �ii4 f f i10,� 5 * .. ..,.. - City of Miami ` R Legislation Ordinance Enactment Number: 14005 File Number: 8727 Final Action Date: 6/10/2021 AN ORDINANCE OF THE MIAMI CITY COMMISSION AMENDING CHAPTER 10 OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS AMENDED, TITLED "BUILDINGS," TO ADD A NEW ARTICLE XII, TITLED "BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING", REQUIRING BUILDINGS OVER 20,000 SQUARE FEET OF GROSS FLOOR AREA TO PERFORM AND REPORT ANNUAL ENERGY AND WATER BENCHMARKING TO THE CITY OF MIAMI; PROVIDING FOR EXEMPTION OF CERTAIN BUILDING TYPES; CONTAINING A SEVERABILITY CLAUSE; AND PROVIDING FOR AN IMMEDIATE EFFECTIVE DATE. WHEREAS, the City of Miami ("City") desires to raise awareness of energy performance through information and transparency with a goal of unlocking energy and cost savings opportunities and health benefits for the City's businesses and residents; and WHEREAS, benchmarking of energy and water consumption is part of committed actions in the Resilient305 Unified Strategy with Miami -Dade County and the City of Miami Beach as well as in the City's Miami Forever Climate Ready strategy which was launched in January 2020; and WHEREAS, the City's 2018 Greenhouse Gas Emission Inventory revealed fifty-two percent (52%) of greenhouse gas emissions are from buildings; and WHEREAS, a relatively small number of large buildings often account for a considerable portion of a city's energy use; and WHEREAS, annual benchmarking of energy and water consumption helps builaffig owners, property managers, and facilities' staff establish energy performance baseline'si F9 monitor performance over time, guide actions to cut waste, verify energy and water , savings from investments, and mitigate carbon emissions; and WHEREAS, benchmarking data provides summary information about public acid private buildings, documenting trends in energy and water performance; and WHEREAS, benchmarking allows for a data -based approach to analyzing fuf6fe energy needs, where improvements can be made, and how to reduce costs; and WHEREAS, more than thirty (30) major United States cities and counties, including New York, Chicago, Atlanta, Boulder, and Kansas City, have adopted similar requirements, thus demonstrating the acceptability, legality, and feasibility of such requirements; NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained in the Preamble to this Ordinance are adopted by reference and incorporated as if fully set forth in this Section. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 Section 2. Chapter 10 of the Code of the City of Miami, Florida, as amended, is further amended in the following particulars.' "CHAPTER 10 BUILDINGS ARTICLE XII. BUILDING ENERGY AND WATER CONSUMPTION BENCHMARKING AND RETUNING Sec. 10-147. Building Energy and Water Consumption Benchmarking and Retuning Ordinance. Intent. This Article shall be known and may be cited as the City of Miami's ("City") Building Energy and Water Consumption Benchmarking and Retuning Ordinance and is intended to allow a data -based approach to analyze future energy needs, improve future usages, eliminate waste, and reduce costs. Sec. 10-148. Definitions. Unless otherwise expressly stated, the following terms shall, for the purpose of this article have the meanings indicated in this Section: Aaareaated. Whole-Buildina Data means enerav or water data that has been sumfraed for ah ..zr Base B mean the systems or subsystems of a buildi use or-aistripute limited]-f( :the systems, on -site generation systems, domestic hot water systems, water distributiorf-systoms, plumbing fixtures and other water -using equipment, and landscape irrigation systerris'and water features, including fountains and excluding systems or subsystems that operate industrial applications or processes or any systems or subsystems in a multifamily residential building appurtenant only to the specific dwelling unit for which the occupant of that unit bears responsibility for its maintenance and such usage is measured by a meter or submeter. Benchmark means to input and submit the total energy and water consumed for a property for the previous calendar year and other descriptive information for such property as required by the Benchmarking Tool. Total energy and water consumption shall not include separately metered uses that are not integral to building operations as determined by the Director. Benchmarking Submission means a subset of information input into the Benchmarking Tool and Benchmarking information generated by the Benchmarking Tool as determined by the Director. Benchmarkinq Tool means the United States Environmental Protection Agency's ("EPA") ENERGY STAR® Portfolio Manager or any additional or alternative tool adopted by the Director used to track and assess the energy and water use of certain properties relative to similar properties. 1 Words and/or figures stricken through shall be deleted. Underscored words and/or figures shall be added. The remaining provisions are now in effect and remain unchanged. Asterisks indicate omitted and unchanged material. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 Covered Private Property means a property, other than a covered City property, or any property owned or operated by Miami -Dade County, the State of Florida, or the Federal government with a building or buildings that exceed 20,000 square feet of Gross Floor Area. Covered Public Property means a property with a building or buildings that exceed 20,000 square feet of Gross Floor Area and is owned, leased, or managed by the City and where the City regularly pays all or part of the annual energy and/or water bills. Covered Property means any Covered Public PropertV or Covered Private Property except for any property with a single-family home or duplex, a solely residential multi -family building of five (5) units or less, or any building with an industrial use per designated Standard Industrial Classification (SIC) codes 20 through 39. Department means the City's Building Department. Director means the Director of the Department or designee. Energy means electricity, natural gas, steam, or other product sold by a utility to a customer of a property or renewable on -site electricity generation for purposes of providing heating, cooling, lighting, water heating, or for powering or fueling other end -uses as recorded in the Benchmarking Tool. ENERGY STAR® Score means the 1-100 numeric rating generated by the ENERGY STAR® Portfolio Manager tool as a measurement of a building's energV efficiency. ENERGY STAR® Portfolio Manager means the tool developed and maintained by track and assess the relative energy performance of buildings. M'W` ittv Cj Financial Hardship (of a property) means that a property: 1, Had arrears of propertV taxes or special assessments that resulted in th6 issuance of i '4 a tax certificate against the property within the prior two (2) years; 2. Has a court appointed receiver in control of the asset due to financial distress;u"° 3. Is owned by a financial institution through default by the borrower; 4. Has been acquired by a deed in lieu of foreclosure; or 5. Has a senior mortgage subject to a notice of default. Gross Floor Area means Floor Area as defined in Article I, Section 1.2 of Ordinance No. 13114, theZoning Ordinance of the CitV of Miami, Florida, as amended ("Miami 21 Code"), or as defined in any successor Zoning Ordinance. Shared Benchmarking Information means information generated by the Benchmarking Tool and descriptive information about the physical property and its operational characteristics, which is shared with the public. The information as defined by the ENERGY STAR® Portfolio Manager glossary, includes, but is not limited to, descriptive information such as the property's address, primarV use, Gross Floor Area, number of floors, number of years the propertV has been ENERGY STAR® Certified, the last approval date, if applicable, and energV-related output information such as site and source energy use intensity, weather normalized site and source energV use intensitV, the ENERGY STAR ®score (where available), total annual greenhouse gas emissions, monthly energy use by fuel type, indoor water use and water use intensity (consumption per gross square foot), outdoor water use (where available), total water use, the property's ENERGY STAR® Water Score (where available), and any other general comments required to explain said ENERGY STAR0 Scores. City of Miami File 1D: 8727 (Revision: D) Printed On: 1212012022 System or Subsystem means a building assembly made up of various components that serve a specific function including but not limited to exterior walls, windows, doors, roofs, ceilings, floors lighting, piping, ductwork, insulation, Heating, Ventilation, and Air Conditioning ("HVAC") system equipment or components, electrical appliances, and plumbing appliances. Utility means an entity that distributes and/or sells natural gas, electric, water, or thermal energy services for buildinas. Sec. 10-149. Aaalicability. This Ordinance shall apply to all new and existing Covered Properties in accordance with the initial compliance timetable set forth in Section 10-152 of the City Code so long as the Benchmarkinq Tool as selected by the Director remains free to use by members of the general public. Sec. 10-150. Procedures. r data for the property's energy water and energy use shall be compiled using one or more,pf the following methods:' (1) Obtaining Aggregated, Whole -Building Data from a utility company; (2) Collecting data from. all tenants for nonresidential properties; or (3) Reading a master meter. If the owner of a Covered Property does not otherwise have access to whole -building energy and water data, such property owner shall request Aggregated, Whole-Buildinq Data from each utility that provides energy or wafter service to the property and that has made aggregated utility data available to owners before the reporting date of that calendar year. When a Utility does not provide whole -building energy or water data, the owner of a nonresidential Covered Property shall request energy and water data from tenants or occupants. Each non-residential tenant located in a Covered Property shall, within thirty (30) days of a request by the owner and in a form to be determined by the Director, provide all information that cannot otherwise be acquired by the owner and that is needed by the owner to comply with the requirements of this Ordinance. When the owner of a Covered Property receives notice that a nonresidential tenant intends to vacate a space within such property and the Utilities do not provide Aggregated, Whole -Building Data, the owner shall request information relating to such tenant's energy and water use for any period of occupancy relevant to the owner's obligation to Benchmark. When a Covered Property changes ownership, the previous owner shall provide the new owner with all information needed to Benchmark for the period during which the previous owner was in possession of the property. Sec. 10-151. Duty to Report Benchmarking. There shall be no City fees associated with the submission of Benchmarking_reports or retuning reports. For every Covered Property subject to this Chapter, the owner shall annually submit to the Director an energy and water Benchmarkinq report in an electronic format as established by the Director by the date specified in Section 10-152 of the City Code. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 The information included in the annual Energy and Water Benchmarkinq Report shall include, at a minimum, the Shared Benchmarkinq Information for the previous calendar year. The owner of each Covered Property shall enter data into the Benchmarkinq Tool so that the energy and water Benchmarkinq report shall be based on an assessment in the Benchmarkinq Tool of the aggregated total energy and water consumed by the whole property for the entire calendar year being reported. Before submitting a Benchmarkinq Submission, the owner shall run all automated data quality checker functions available within the Benchmarkinq Tool and shall verify that all data has been accurately entered into the Benchmarkinq Tool. In order for the Benchmarkinq report to be considered in compliance with this Ordinance, the owner shall correct all missing or incorrect information as identified by the Benchmarkinq Tool prior to submitting the Benchmarkinq report to the Director. Where the current owner learns that any information reported as part of the Benchmarking Submission is inaccurate or incomplete, the owner shall amend the information so reported within the Benchmarkinq Tool and shall provide the Director with an updated Benchmarkinc Submission within thirtv (30) days of learnina of the inaccuracv. Sec. 10-152. Benchmarkinq Requirements. t` 1. The owner of a Covered Property shall ensure that for each such property,e = 3 Benchmarkinq report is generated, completed, and submitted to the Director annudlfy. 4 t,aJ 2. The Benchmarkinq reports for each Covered Property shall be due by the dafes as defined in the following table. Subsequent Benchmarkinq reports for each C;oyered' Property shall be due by June 30 of each year thereafter. Table 1. Size (Gross Floor Area) Initial Compliance Required by: Buildings 200,000 square June 30, 2023 feet or larger Buildings between 100,000 October 1, 2023 square feet and 199,999 square feet Buildings between 50,000 October 1, 2024 and 99,999 square feet Buildings between 20,000 October 1, 2025 and 49,999 square feet Sec. 10-153. Benchmarkinq Exemptions. (a) Benchmarkinq is not required for a Covered Public Property for the current reporting year if the owner submits documentation to the Director establishing that the property has met one of the following conditions: City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 1. The property does not have a Certificate of Occupancy or Temporary Certificate of Occupancy for all 12 months of the calendar year being Benchmarked; 2. A demolition permit for the entire building was issued for the calendar year being Benchmarked, provided that demolition work has commenced and legal occupancy was no longer possible prior to end of that year; 3. The property did not receive energy or water services for the entire calendar year to be Benchmarked; or 4. The Covered Property had average physical occupancy of less than fifty percent (50%) throughout the calendar year for which Benchmarking is required. (b) Benchmarking is not required for a Covered Private Property for the current reporting year if an owner submits documentation with the Director in such form and with such evidence as required by the Director establishing that the property has met one of the following conditions: 1. It meets any of the exemptions defined for a Covered Public Property; 2. The Director determines that due to special circumstances unique to the applicant's facility and not based on a condition caused by actions of the applicant, strict compliance with provisions of this Ordinance would cause undue hardship or would not be in the public's best interest; 3. The owner notifies the Director that the property is under Financial Hardship and provides proof of the same; or 4. The Covered Property may be exempted from electricity Benchmarking if more than fifty percent (50%) of Gross Floor Area is used for residential purp6es and: i. The property is not master metered or the owner does not have acr.,ess to r :; master meters or other means to obtain whole -building electricity data mind Utilitv as determined by the Director. such oroaerties will no lonaer b6zexembf first required reporting year following such data availability. `T (b) Any entity or owner requesting an exemption from Benchmarking shall submit an Annual Benchmarking Exemption Request form to the Director by April 1 in the year for which the exemption is being requested. Any exemption granted will be limited to the Benchmarkina Submission for which the reauest was made and does not extend to past or future submittals (c) For each reporting year in which an owner files a request for an exemption, the Director shall determine whether that exemption is approved. Appeal of a determination that a property is not exempt shall be made within fifteen (15) days of such determination to a review committee comprised of the Director of the Departments of Resilience and Public Works (or the Supervisor of Plats in lieu thereofl, Zoning, and Planning, the Director, and an Assistant City Manager as designated by the City Manager. The review committee, actina by maiority vote, shall either affirm the Director's denial or reverse his/her denial and grant the requested exemption. Sec. 10-154. Energy and Water Retuning Requirements. (a) The owner of each Covered Property 50,000 sq. ft. or above shall ensure that retuning is performed on the Base Building Systems of each such property in accordance with the schedule requirements of Section 10-156 to ensure that Base Building Systems are maintained, cleaned, and repaired. City of Miami File ID: 8727 (Revision: D) Panted On: 1212012022 tx� (b) Retuning shall be performed by or under the supervision of a qualified retuning professional in accordance with industry standard practices including ASHRAE Guideline 1.2 Commissioning Process for Existing Systems and Assemblies, ASHRAE Standard 0.2 Commissioning Process for Existing Systems and Assemblies, and other standards as may be defined by the Director. (c) The owner shall correct, through low-cost adiustments and minor repairs to the property's energy and water systems, all deficiencies identified by the retuning professional as having a simple payback of three (3) years or less. However, a retuning measure is not required if such retuning measure would necessitate a building permit other than an electrical, plumbing, or mechanical permit. (d) The cost estimates for recommended improvements to Covered Properties that are regulated by any City, County, State, or federal law regulating landmarks and historic buildings shall include all additional costs necessary for the proposed retuning work to CD comply with such law. (e) Unless otherwise restricted by statute or contract, tenants shall allow prope& owfi4rs reasonable access to systems and Utility information, if necessary, to coo lLmithkhe any terms of this Ordinance. CD r" Sec. 10-155. Energy and Water Retuning Reports. w 00 (a) For each Covered Property, a retuning professional shall complete, physicallw=or dfctitally" owner in accordance with the schedule requirements of Section 10-156. — (b) Before submitting the Retuning Report, the qualified retuning professional shall verify that the energy and water consumption reported in the annual Benchmarking reports for the five (5) previous years are accurate. If found to be inaccurate, the qualified professional must identify inaccuracies in the reports and ensure that the data entered in the Benchmarkinq Tool and reported to the Director is updated prior to submitting the retuning report so that it reflects correct historical electricity and water consumption data. Sec. 10-156. Retuning Schedule. (a) The owner of a Covered Property shall ensure that for each such property retuning is performed, a retuning report is completed and submitted to the Director once every five (5) years with a start date commencing pursuant to Table 2. (b) The retuning reports for each Covered Property shall be due prior to December 30 of the Calendar Year shown in Table 2 as determined by the building's square footage. Table 2. Size Retuning Buildings 200,000 square feet or larger December 1, 2028 and every five (5) years thereafter City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 (c) Buildings between 100,000 December 1, 2029 and every five (5) years and 199,000 square feet thereafter Buildings between 50,000 December 1, 2030 and every five (5) years 99,999 square feet thereafter Buildings between 20,000 Optional and 49,999 square feet complete the reauired retunina prior to the sch for no more p7 e: sucfp gb1d to (d) The owner of a property that is in Financial Hardship may apply for and bera_nted annual extensions of time to file a retuning report. v (e) Extensions granted pursuant to this Section shall not extend the scheduled due date's foi subsequent retuning reports. The property owner acknowledges that by requdsting and receivina an extension, the period of time before the propertv's next compliance date will be less than the typical schedule. Sec. 10-157. Retuning Exemption. (a) A retuning report is not required for a Covered Property for the current reporting cycle if a qualified professional submits documentation to the Department in such form and with such certifications as required by the Director establishing that the property has met one (1) of the followina conditions: 1. The property is exempt from Benchmarkina reauirements pursuant to the provisions of Section 10-153. 2. The initial Certificate of Occupancy for the property was issued less than five (5) years prior to the date when the first retuning would otherwise be due. 3. The property has undergone substantial rehabilitation, as certified by a registered design professional, within the five-year period prior to the Calendar Year in which a retuning is due such that at the commencement of such Calendar Year, all of the Base Building Systems of such property are in compliance with energy conservation and efficiency codes of the State, County, and City as applicable, and any State, County, and City Codes impacting water consumption in existence at the time this Ordinance takes effect. 4. If over 25% of the dwelling units within the property qualify as affordable housing, the property owner or representative may request an exemption. (b) The energy portion of the retuning is not required for the current reporting cycle if a qualified professional submits documentation with the Department in such form and with such certifications as required by the Director. For each reporting cycle, the Department shall determine whether an exemption under this Subsection applies to a property. Appeal of a determination that a property is not exempt shall be made accordina to the rocedures set forth by the Director. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 Sec. 10-158. Permit Fee Credit a. All coveredproperties that are in good standing with submitting Benchmarkinq Submissions, retuning reports, (as reflected in Section 10-157(a)(3)) and have not been found in violation of either Benchmarkinq Submissions as required by Section 10-152 or retuning reporting as required by Section 10-155 within the past five (5) calendar years shall be granted a maximum one-time, non-transferrable credit per building every retuning period, up to the amount provided in Table 3, for City's Building permit fees related to professional service/"soft costs", incurred for retuning purposes pursuant to this Chapter. The credit expires if unused in that period. A property that has been found to have any code violations shall not qualify. Table 3. El Size Maximum Credit of Building -Efficiency Related Permit Fees Buildings 500,000 square or larger Up to $25,000.00`' Buildings between 100,000 and $10,000.00 CID 499,999 square feet Buildings between 20,000 and $5,000.00 99,999 square feet Sec. 10-159. Sharing of Data. (a) The Director shall make available on a publicly accessible website the Shared Benchmarkinq Information as defined in Section 10-148 for the previous Calendar Year for each Covered Property. (b) The Shared Benchmarking Information for each Covered Property shall be made available to the public beginning one (1) year after each such property is first required to submit a Benchmarkinq report. (c) The Director will determine if any Benchmarkinq shared summary data shall be excluded from publishing because it is not in the public's best interest. (d) The City may provide non-anonymized data from Benchmarkinq or retuning submissions to any Utility serving a Covered Property or to any federal, State, County, or City - managed Energy efficiency program, provided that the data will be used only for purposes of targeting incentives provided through energy and water efficiency programs and provided that the City has first obtained the Covered Property owner's written or electronic permission to share the data with the Utility or energy efficiency program. Where the property owner's permission can be granted electronically through acceptance of a default option, the City shall provide a clearly delineated option for owners of Covered Properties to choose to opt out of granting such permission. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 (e) The_City may disclose any retuning data or data from Benchmarkinq Submissions to a third party for academic or other non-commercial research purposes provided that such data is anonymized. (f) All third parties receiving data from Benchmarkinq or retuning submissions shall sign a non -disclosure agreement with the City stipulating terms for acceptable use of the data, including assurances that such data shall not be disclosed to other entities, before receiving such data. Sec. 10-160. Annual Report and Analysis. (a) (b) The Director shall make available on a publicly accessible website and update annuall the following information: 1. No later than December 1, 2023, a report on the Benchmarkinq of all available Covered Properties, including an assessment of accuracy and issues affecting accuracy, summary energy and water consumption statistics, trends observed, and an assessment of changes across the portfolio over time; and 2. No later than December 1, 2024, a report on the Benchmarkinq of aff,available t VNVII IIl.1 u JIIIVIII VI VVIIINIIUIIVV IGL\iJ,..�l'1'• assessment of accuracy and issues affectinq accuracy, summary energy, d water consumption statistics, trends observed, and an assessment"b.f.chanaes across the portfolio over time. ree (3) vears s of retuning for all Cgverdd Properties, including but not limited to, compliance rates, trends observed, aorrela'tlons of Benchmarkinq scores and retuning measures completed, the impact of rdtunin6 on EUls and ENERGY STAR® Scores, and recommendations on how the uptake of energy and water conservation measures could be increased or the implementation of retunina could be improved. (c) Nothing in this Ordinance shall prevent the Director from including all such information in a combined annual energy and water efficiency report covering the progress of all of the City's energy and water efficiency ordinances and programs. Sec. 10-161. Enforcement. (a) It shall be unlawful for any entity or person to fail to comply with the requirements of this Ordinance or misrepresent any material fact in a document required to be prepared or shared by this Ordinance. The Director may request an audit to confirm the utility data for any building or submission for compliance. The Director shall then have the authority to verify the report's amended data by: 1. City personnel to inspect and audit the building on -site. 2. Relect amended reports based on the City audit. (b) If the Director determines that a property owner has failed to report Benchmarkinq or returnina information as reauired under this Ordinance or the owner has submitted incomplete or false Benchmarkinq or retuning information, the Director may refer the owner for enforcement as set forth in Chapter 2, Article X of the City Code, titled "Code Enforcement," and may be brought for further proceedings before the Code Enforcement Board. A property owner in violation of this Article may be fined $250.00 per day for a first-time offense or $500.00 per day for a repeat violation of this Article. The City may also avail itself of any other legal remedy available and the use of one enforcement option shall not preclude the use of another. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022 (c) No violation shall be issued for non-compliance or failure to submit to the Director a Benchmarking report until one (1) year from the first compliance date for Benchmarking reports as defined in Section 10-152." Section 5. If any section, part of a section, paragraph, clause, phrase, or word of this Ordinance is declared invalid, the remaining provisions of this Ordinance shall not be affected. Section 6. This Ordinance shall become effective immediately upon its adoption and signature of the Mayor.2 APPROVED AS TO FORM AND CORRECTNESS: I . 1 ........... ria i dez, City AttoT ey 4/13/2021 ,s` r 2 This Ordinance shall become effective as specified herein unless vetoed by the Mayor within ten (10) days from the date it was passed and adopted. If the Mayor vetoes this Ordinance, it shall become effective immediately upon override of the veto by the City Commission or upon the effective date stated herein. whichever is later. City of Miami File ID: 8727 (Revision: D) Printed On: 1212012022