CITY OF FERNDALE EAGLE Checklist
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1 CITY OF FERNDALE EAGLE Checklist Purpose of the Checklist: The City of Ferndale has adopted EAGLE, an indicator-based program intended to provide the citizens of Ferndale, the applicant, and the City with an evaluation tool that will assist in determining the manner in which a project will achieve desired outcomes. The purpose of the checklist is to enable the applicant to identify measures that will generate unique, viable development while responding to criteria identified by the citizens of Ferndale. EAGLE Compliance does not in any way represent project approval with regard to specific development permits, reviews, or other regulations required by the Ferndale Municipal Code, or other applicable local, State, or Federal codes. For more information, please consult with the City of Ferndale Community Development Director. Instructions for the Applicant: An EAGLE Checklist must be prepared for all proposals which exceed 20,000 square feet of retail space, including outlying development associated with the project. There are five broad categories of indicators: Energy Efficient Design, Advanced Technologies, Greater Good, Low Impact, and Economic Development. All development required to complete this checklist must identify measures sufficient to earn a minimum number of points in each category, as well as additional points from any categories, based on the size of the development (see Table 1, below). Each indicator has been assigned a point value. Some indicators have a range of point values, depending on various levels of compliance. The City of Ferndale requires that at least two indicators in each category are selected, regardless of the number of points earned for any one indicator. No indicators are mandatory: the City will not in any way penalize an applicant if specific indicator(s) are not selected, although the EAGLE Board may encourage the adoption of certain indicators that may be of particular benefit to a specific site or project. Please include brief, but specific answers to the questions contained in the EAGLE checklist. Depending on the project, you may choose to answer not applicable or will not apply as a response to various indicators. For those indicators that the project will comply, you may attach additional information, including visual depictions of the proposal, manufacturers 1
2 specifications, photographs of a similar proposal, professional analysis, or any additional information that will assist the City in evaluating the proposal. If there are a series of attachments for one or multiple indicators, refer to the attachments as exhibits (Exhibit A, Exhibit B, etc.). The City will utilize this checklist in order to determine your projects compliance with standards and outcomes identified by the citizens of Ferndale. Although revisions to the checklist are allowed, you will be responsible for identifying similar measures in order to maintain the levels of service proposed in this document. This document will remain on file with the City for the life of the structure. In order to maintain compliance, the City conducts periodic audits of EAGLE-compliant development. Development which fails an audit will be required to pay a fine. The EAGLE program has been designed to avoid redundant indicators. However, applicants are encouraged to develop coordinated systems that may achieve compliance in multiple indicators. For example, Active Solar Design may result in the opportunity for a project to earn EAGLE points in the Green Power indicator. The EAGLE Board may determine that additional points may be awarded for designs which integrate multiple indicators into a functional system. Process 1. Pre-Application Meeting: All proposals require a pre-application meeting with City Staff and the EAGLE Board. The pre-application meeting is intended to provide a general scope of the proposal, as well as identify potential opportunities for compliance with EAGLE indicators. Applicants must submit a completed EAGLE Checklist no less than two weeks prior to the pre-application meeting. Though encouraged, the pre-application meeting does not require that the applicant supplement the EAGLE Checklist with additional information such as visual depictions of the proposal, manufacturers specifications, photographs of a similar proposal, professional analysis, or any additional information that will assist the City in evaluating the proposal. City staff will prepare a preliminary staff report based on the pre-application EAGLE Checklist, including an overview of the proposal, recommendations to approve or deny specific indicators or points totals, recommendations for additional indicators, and sitespecific development opportunities for which the applicant may be able to take advantage, or for which the EAGLE Board may consider flexibility in awarding EAGLE points. The EAGLE Board shall consider this staff report and the pre-application document, and will discuss their perspective of the documents in an informal setting with both the applicant and City staff in attendance. Where applicable, particularly when land or materials are to be dedicated to the City for the purpose of satisfying EAGLE requirements, the EAGLE Board shall consult with appropriate City boards and commissions to develop a recommendation on potential EAGLE points for specific indicators. The EAGLE Boards initial response to the preapplication submittal will be made in writing to the applicant, and may be used by the applicant to revise the EAGLE checklist and develop supporting documentation. In order to ensure that preliminary EAGLE Board findings are a basis for the final EAGLE Board decision, 2
3 a formal application that is substantially similar to the pre-application must be made no more than one year following the pre-application meeting. 2. Formal Application Following the pre-application meeting, the applicant will to incorporate the direction provided by Staff and the EAGLE Board into a revised EAGLE Checklist. The revised checklist, to be submitted at the time of formal application for a development project, shall include any and all information necessary for the EAGLE Board to make an informed decision on the checklist. The EAGLE Board, if a clear need exists for additional information, may request it as necessary. The applicant must complete the attached checklist prior to submitting formal development applications to the City. City staff, after reviewing the checklist and comparing it to the preapplication decision of the EAGLE Board, will develop a second staff report and associated recommendations for distribution to the applicant and the EAGLE Board. The EAGLE Board, staff, and the applicant shall schedule one or more EAGLE Board meetings to discuss the project and its compliance with EAGLE. Following the EAGLE Board meeting(s), the Board shall release a decision, which may include approval or a denial identifying the specific reasons for that denial. In all cases, the applicant may revise their proposal in order to correct or amend deficiencies identified by the EAGLE Board. Once the EAGLE Board has approved an EAGLE proposal, compliance with specific indicators, and associated points, the applicant, the EAGLE Board Chairperson, and the Community Development Director shall sign an agreement to satisfy the requirements of the EAGLE approval. Following the completion of this step, the appropriate development permits may continue to be reviewed or issued following normal City permitting and inspection procedures as provided for in the Ferndale Municipal Code. Bronze, Silver, Gold, Platinum EAGLE All retail development over 20,000 square feet must comply with minimum EAGLE standards, shown in Table 1, below. Certain projects may be required to exceed these standards in order to achieve the applicants goals for development. Bronze, Silver, Gold and Platinum EAGLE status may be achieved by integrating additional indicators into the projects design, and/or by exceeding the minimum thresholds for each indicator. The following table demonstrates the requirements for EAGLE certifications 3
4 Table 1 Category Points Possible Standard Bronze Silver Gold Platinum Energy Efficient Advanced Technologies Greater Good Low Impact Economic Development Subtotal Minimum Additional Points Required from any Category or Categories Total Required The applicant is invited to propose to the City Council (through staff and the EAGLE Board) additional indicators, or to request flexibility from the EAGLE Board for existing indicators, in order to reflect site-specific and project-specific conditions. Regardless of the total number of points earned, developments may be awarded up to 10 points total for permanent educational exhibits and/or demonstrations which explain the projects' compliance with specific indicators or EAGLE standards. The total number of points that will be awarded shall depend on the exhibit, and will be determined by the EAGLE Board. LEED Leadership in Energy and Environmental Design (LEED) is an internationally recognized system which is used to evaluate environmentally-friendly building design. Structures that have been LEED Silver Certified (or higher) reflect green standards that exceed traditional building techniques. The City of Ferndale will waive EAGLE point requirements in the Energy Efficient Design and Low Impact categories for developments built to LEED Silver standards. Such developments will still be required to meet point requirements for remaining EAGLE categories. EAGLE Board The EAGLE Board has been established in order to approve project-specific point flexibility, consideration and subsequent recommendation to the Hearing Examiner or Council of new indicators, and to consider updates to the EAGLE Program in general. The EAGLE Board may authorize additional points for indicators on a project by project basis, provided that this flexibility is no more than 20% of the original points for the indicator, and that points available for specific categories cannot be changed by more than 10%. The EAGLE Board is 4
5 not vested with the authority to approve or deny projects in their entirety, and must defer to the respective City departments when there is a conflict. Additional Points from Any Category Depending upon the size of the proposed development, the applicant is required to earn additional points from any of the five EAGLE categories. In order to earn sufficient points, the applicant may also incorporate one or more specific guidelines contained within Ferndale Municipal Code (Retail Design Guidelines and Standards). As these guidelines are intended to address certain required standards of the Ferndale Municipal Code, each guideline shall be worth one EAGLE point, unless it can be demonstrated to the satisfaction of the EAGLE Board that a guideline is sufficiently unique or unusual, in which case up to three points may be awarded. No more than ten points total may be awarded for inclusion of such guideline elements, and any points awarded may be used only in the Additional Points from Any Category section - unless the specific guideline element is included elsewhere as an EAGLE indicator. Requirement for Recorded Documents Certain indicators may require the establishment of legal documents such as easements, covenants, bonds, etc. in order to guarantee the continued compliance with the EAGLE indicator, regardless of property ownership or control. The need for such documents will be considered on a case by case basis. TO BE COMPLETED BY APPLICANT I. Project Information 1. Name of proposed project, if applicable: 2. Location of proposal. Give sufficient information for a person to understand the location of the proposal. 3. Give a brief, complete description of your proposal, including the proposed uses and the size of the project and site: 4. Name of applicant: 5
6 5. Address, , and phone number of applicant and contact person: 6. Date checklist prepared 7. Proposed timing or schedule 8. What, if any elements of the project are not expected to be completed prior to occupancy? 9. Do you have any plans for future additions, expansion, phasing, or further activity related to or connected with this proposal? If yes, explain. If yes, please include ways in which the future expansion could increase or expand on the indicators proposed in this checklist. 10. Are there any reasonable mitigating or unusual circumstances that you feel will prevent the development from meeting minimum EAGLE standards? 11. Do you intend to attain Leadership in Energy and Environmental Design (LEED) TM Silver Certification? If yes, will you request that the City of Ferndale waive point requirements in Energy Efficient Design and Low Impact categories? 6
7 A. Energy Efficient Design Total Points Available: 100 This category includes indicators of design that are less wasteful of energy and fuel than other development. Also known as Reduced Carbon Footprint. See Appendix A for specific requirements of each indicator. 1. Energy Efficient Lighting, 8 Points Possible 2. Green Power Purchase, 8 Points Possible 3. Passive Solar Design, 10 Points Possible 4. Active Solar Design, 10 Points Possible 5. Low Emissions, 10 Points Possible 7
8 6. Water Efficient Plumbing Fixtures, 10 Points Possible 7. Energy Efficient Appliances, 10 Points Possible 8. Drought Tolerant Landscaping, 6 Points Possible 9. Water Conservation, 7 Points Possible 10. Construction Waste Reduction Plan, 7 Points Possible 11. Increased Insulation Values, 14 Points Possible Total Points Possible: 100 Total Total B. Advanced Technologies Total Points Available: 90 This category includes indicators of design that utilizes new and emerging technologies to meet EAGLE goals. Although many of the indicators are utilized in other categories, the Advanced Technology category permits the applicant to propose new technologies that have not been included. See Appendix B for specific requirements of each indicator. 1. Green Power Generation, 16 Points Possible 8
9 2. Alternate Heat Source, 16 Points Possible 3. Improved Indoor Air Quality, 4 Points Possible 4. Advanced Lighting Controls, 4 Points Possible 5. Advanced HVAC Systems Controls, 15 Points Possible 6. Building Envelope Performance, 15 Points Possible 7. Innovative Design and Construction, 20 Points Possible Total Points Possible: 90 Total Total 9
10 C. Greater Good Total Points Available: 252 This category includes indicators of design that will support the social stability of the broader community. These indicators relate to community health and well-being, and are also known as indicators of social capital or social sustainability. See Appendix C for specific requirements of each indicator. 1. Active Open Space/ Park, 21 Points Possible 2. Community Foundation, 8 Points Possible 3. Sponsor of City Event, 10 Points Possible 4. Member Ferndale Chamber of Commerce, 3 Points Possible 5. Public Meeting Space, 9 Points Possible 6. Onsite Daycare, 16 Points Possible 10
11 7. Living Wage Jobs, 20 Points Possible 8. Health Benefits, 8 Points Possible 9. Evening Activities, 9 Points Possible 10. Equal Access, 2 Points Possible 11. Weekend Activities, 4 Points Possible 12. Development Progress Updates, 8 Points Possible 13. Encourage Mixed Residential Development, 22 Points Possible 14. Public Gathering Spot, 8 Points Possible 11
12 15. Promotion of Public Art, 14 Points Possible 16. Recreation Opportunities, 6 Points Possible 17. Design for Pedestrians, 6 Points Possible 18. Public Transportation Facility, 6 Points Possible 19. Delivery Service, 2 Points Possible 20. Bicycle Storage, 3 Points Possible 21. Smart Trips/ Commute Trip Reduction Participant, 10 Points Possible 22. Targeted Offsite Improvements, 16 Points Possible 23. Shuttle Bus, 18 Points Possible 12
13 24. Made in USA, 6 Points Possible 25. Ferndale Food Bank Donation, 15 Points Possible Total Points Possible: 252 Total Total D. Low Impact Total Points Available: 256 This category includes indicators of design that reduce the impact of the development on the environment and surrounding land uses. See Appendix D for specific requirements of each indicator. 1. Additional Wetland Mitigation, 8 Points Possible 2. Reduction of Impervious Surfaces, 16 Points Possible 3. Onsite Stormwater Control, 16 Points Possible 4. Natural Landscaping Maintenance, 6 Points Possible 5. Passive Open Space, 16 Points Possible 13
14 6. Use of Recycled Materials, 20 Points Possible 7. Reduce Sprawl, 15 Points Possible 8. Redevelop Brownfield, 15 Points Possible 9. Reduction of Night Sky Illumination, 4 Points Possible 10. Habitat Restoration, 6 Points Possible 11. Member, Whatcom EnviroStars, 1 Point Possible 12. Permanent Waste Reduction Plan, 12 Points Possible 13. Interior Parking, 20 Points Possible 14. Vertical Construction, 20 Points Possible 14
15 15. Targeted Offsite Improvements, 16 Points Possible 16. Preserve or Enhance Natural Vegetation, 12 Points Possible 17. Distributed Storm Water Management Systems, 15 Points Possible 18. Rain Water Harvesting, 4 Points Possible 19. Noise Abatement, 8 Points Possible 20. Shopping Bag Reduction. 14 Points Possible 21. Design Integrated with Nature, 12 Points Possible Total Points Possible: 256 Total Total 15
16 E. Economic Development Total Points Available: 111 This category includes indicators of design that encourage economic development both within the development and the larger Ferndale community. See Appendix E for specific requirements of each indicator. 1. Whatcom County or Skagit County-based Business, 4 Points Possible 2. Local Development, 6 Points Possible 3. Use of Regional Materials, 8 Points Possible 4. Adaptive Reuse, 15 Points Possible 5. Information Kiosk for Downtown, 4 Points Possible 16
17 6. Diversity of Use, 22 Points Possible 7. Year Round Use, 2 Points Possible 8. Contributes to the Success of Downtown, 6 Points Possible 9. Small Retail Establishments, 12 Points Possible 10. Maintain and Enhance Natural Resource Industries, 1 Point Possible 11. Anchor Effectiveness, 5 Points Possible 12. Sale of Local Materials, 2 Points Per Business Possible 13. Restoration/ Reuse of Historical Buildings, 10 Points Possible 14. Revolving Loan Fund, 12 Points Possible 17
18 15. No-Fee ATM, 2 Points Possible Total Points Possible: 111 Total Total Points: Energy Efficient Design: Advanced Technologies: Greater Good: Low Impact: Economic Development: Additional Points From Any Category: TOTAL I am a representative of the project described above, and have provided the City of Ferndale with documentation that supports this fact and demonstrates my ability to act as the owner or the owner s representative. By signing this document, I agree that the project will meet or exceed the scope of work described in this document or any supporting documents, including technical studies and designs. Failure to adequately complete or maintain all elements of this proposal may result in denial of Certificate(s) of Occupancy, revocation of Certificates of Occupancy, fines, or all of the above. I further realize that I may appeal any decision of the City of Ferndale to the Ferndale Hearing Examiner. OWNER OR OWNER S REPRESENTATIVE DATE 18
19 OWNER OR OWNER S REPRESENTATIVE DATE FERNDALE COMMUNITY DEVELOPMENT DIRECTOR DATE EAGLE BOARD CHAIRPERSON DATE 19
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