Berkeley Efficient & Resilient Mixed-Use Showcase (BERMUS)
Northern California Land Trust, Inc.
Recipient
Berkeley, CA
Recipient Location
9th
Senate District
14th
Assembly District
$999,595
Amount Spent
Completed
Project Status
Project Result
This project was completed in 2024. The project team completed its design of an architectural blueprint for adaptive reuse of an existing 65-unit multi-family apartment building. The proposed Woolsey Gardens project would be an all-electric, mixed-use project that includes commercial space, with housing geared toward low- to moderate-income households.
The model design features cutting-edge energy technology and construction practices that would significantly reduce the building’s carbon footprint. The latest advancements in building electrification strategies would generate low recurring utility and maintenance bills and thus be energy equitable, reducing the high energy burdens and disproportionate exposure to environmental hazards often faced by low-income families. The model design would also offer sustainable, financeable, and permanently affordable housing units for sale to low- to moderate-income households as an alternative to rental units.
Please visit www.woolseygardens.org for the latest information.
A project video, which was highlighted at the 2023 EPIC Symposium, can be found here: https://www.youtube.com/watch?v=zNLZXEiTev4&list=PLIcSRKAeCVRjlZYqQRteN…
The Issue
Much of the affordable housing that is being built in the State of California today:
1. Does not provide a viable pathway for economic mobility for low-income households;
2. Does not sincerely bring low-income households into the New Climate Economy; and
3. Does not truly address the disproportionate environmental and health hazards faced by low-income households and other frontline communities.
The ambitious Woolsey Gardens aims to address these three concerns by providing low-income households with permanently affordable ownership units featuring the latest advancements in climate change mitigation strategies and low recurring utility and maintenance bills, reducing the high energy burden facing by low-income families. As a zero net energy project, Woolsey Gardens not only aims to lower its operational carbon footprint, by offsetting its annual consumption through the generation of on-site solar production, but also lower its embodied carbon footprint, by employing the latest, proven advancements in mass timber construction.
Notably, Woolsey Gardens attempts to address these issues equitably, by bringing a wide range of commercially viable and proven technologies under a single structure and by sustainably integrating residents into its zero net energy program. With regard to the former, NCLT and its design team experts consciously sought to utilize commercially and proven technologies so that technology risk is not borne by its low-income residents. What is innovative about Woolsey Gardens, however, is how these technologies are systematically integrated into a single, wholly integrated, and efficient structure. With regard to the latter, unlike many other projects that may feature sustainable technology, Woolsey Gardens uses a truly systems approach in its design and implementation to achieve its sustainability goals, which in turn, align with California’s clean energy and climate goals.
Finally, in addition to addressing these shortcomings of today’s affordable housing offerings, Woolsey Gardens offers a viable, replicable alternative. Many proposed affordable housing projects have found themselves stuck in the predevelopment phase for decades due to financing and site-related obstacles. First, the financing and funding structure of Woolsey Gardens brings new capital providers, namely those who have not participated in traditional affordable housing financing, like CalHome and traditional home mortgage providers. This allows developers a different pathway that is not reliant on traditional tax equity (Low Income Housing Tax Credit) which is expensive and complex to secure. Second, unlike many projects which rely on aggregating large parcels, Woolsey Gardens’ site is about the size of a typical gas station, a one-story retail store, or a surface parking lot. At about 80 feet by 100 feet, these kinds of sites are not only plentiful across California but are also relatively simple to acquire. By demonstrating how it can convert these sites into a higher and better (and, most importantly, sustainable) use, Woolsey Gardens provides communities with a replicable option to convert these increasingly blighted & abandoned sites into viable, community-based economic development stabilizers and drivers.
Project Innovation
The Project Team’s goal with regard to Sustainability was to design an integrated system of proven technologies that achieves the following:
1. Zero Net Energy Plus Resilience (Annual production of solar microgrid system offset >100% of expected annual consumption);
2. No Net Grid energy Drawn during Peak Hours (4 PM to 9 PM);
3. Indefinite Resilience for Critical Loads;
4. Small Operational and Embodied Carbon Footprint;
5. Reduced Future O&M (“Operations and Maintenance”) costs; and
6. Significant, Sustained Benefits to Low-Income Homeowners (including lower resident utility bills and improved resident health outcomes).
Woolsey Gardens is innovative because it wholly integrates proven, commercially available technologies into one building. Because the building will be occupied by low-income households with access to fewer resources than those available to more affluent households, the Project Team wanted to mitigate the technology risk borne by the low-income households. The Project Team relied on the following three guiding principles to mitigate this risk:
• Utilize commercially available technology.
• Employ technology requiring no changes to the existing building code and public policy.
• If an early adopter, then selected technology should be (a) robust; (b) cost effective; and (c) consultant recommending technology has firsthand familiarity with the technology and has a verifiable track record utilizing the technology
Woolsey Gardens features five+ key technologies that enable the building to reach its zero-emission target, not only surpassing the performance of a Standard “Baseline” Building (one that just meets the 2022 California Building Code), but also providing a viable pathway for future projects to significantly reduce their level of operational and embodied carbon footprint. The five+ key innovative energy efficiency features include the following:
1. Zero Net Energy Solar Microgrid System. Please see the Final Report Section 2.3.3 for detailed information on the innovative ZNE Solar Microgrid System. What distinguishes this system is that Zero Net Energy is achieved for a dense, 8-story building on a small lot (no solar over parking; all solar is over the roof). The System is constructable, fits within the current policy/legal framework, and exceeds VOR123 resiliency requirements
2. “Enhanced Passive Design” Mechanical Equipment. This strategy addresses certain shortcomings with “Passive House” strategies, including noise transmission and susceptibility to unfavorable outdoor air quality events like wildfires. The system results in nearly a 40% reduction in space cooling/heating Energy Use Intensity (“EUI”) versus that for a standard, 2022 code compliant building. Key features include enhanced comfort cooling system coupled with an enhanced passive envelope design, increased ventilation which allows for “free cooling”, and background “comfort cooling” which enables comfort to be maintained when windows are closed. What distinguishes this system is that addresses wildfire smoke concerns and near-term increases in local average temperatures due to climate change because it is a robust, fully centralized system that can be adapted to future conditions (e.g.: carbon filtration/wildfire smoke, cooling equipment for rising temperatures).
3. “Air Source Heat Pump Domestic Hot Water (“ASHP DHW”) with Thermal Storage & Waste Heat Recovery. The system features larger hot water storage tanks that collectively store about 500 kWh of energy, reducing Project battery requirements and a 44% reduction flow fixture water use versus CalGreen and DHW heating energy savings via ultra low-flow fixtures. Notably, the system results in an over 40% reduction in EUI over that for a minimally code compliant building. Water heaters are inactive during peak hours and cold water is preheated via heat recover coils on the sanitary waste main reducing heating demand. CO2 ASHPs have a lower Global Warming Potential and higher heating efficiency. Technology utilizing phase change material has yet to achieve commercialization in the US; the Project Team decided that this pre-commercialization technology into a project housing low-income households was a risk that the Project Team did not want to take.
4. Comprehensive Demand Reduction. Please see Section 2.3.2b for detailed information about Woolsey Garden’s unique Comprehensive Demand Reduction Program. What distinguishes are as follows: (1) It leverages one of NCLT’s four core competencies, resident stewardship/engagement, to implement the program; (2) Resident Consumption Dashboards rely on existing, commercialized hardware with open-source backend Application Programming Interface (“API”), allowing for customization; (3) It features a “Financial + Other Dis/Incentives Program, a formal robust program that rewards moderated consumption and discourages excessive consumption; (4) The Program fits into current CPUC policy surrounding the definition of a “utility” and does not require change in public policy to implement; and (5) The Program utilizes scientific economic analysis to design, monitor, and update the program continuously.
5. Mass Timber. The Project is on target to be the first Type IV-C fully multifamily building constructed in California. Recently, the Project was named a winner of the prestigious 2023 Mass Timber Competition, a national competition sponsored by the USDA, Softwood Lumber Board, and Woodworks. The Project Team calculates that the embodied carbon profile will result in over a 21% reduction in Global Warming Potential vs a comparable concrete structure.
6. Other Miscellaneous Sustainability Features. The Project is on target to achieve LEED Platinum certification. Other notable sustainability features include low-flow fixtures, an effective stormwater management strategy, potential to achieve significant reduction in Vehicle Miles Travelled (“VMT”), an optimized window-to-wall ratio, material selections, and modular kitchens and bathrooms. And importantly, thoughtful, well-crafted, and effectively implemented resident engagement programs, a core competency of NCLT, will facilitate the impact of these sustainability features.
Project Goals
Project Benefits
Woolsey Gardens expects to be a first-of-its-kind housing plus nonprofit commercial project in the US because it is aiming to be a zero net energy, mass timber, LEED Platinum certified, and 100% permanently affordable ownership housing project. The Project team expects that excitement about the Project and lessons learned from the Project will spark similar, follow-on projects across California.
The project team aims to demonstrate an intentional, community-centered engagement model through the Woolsey Gardens project. First, the model engages local community organizations to assist in selecting and preparing qualified and potentially qualified households to own housing units. Second, the model engages those construction partners who prioritizing locals in apprenticeship programs and local firms as subcontractors. Third, the model engages local community organizations to provide continuous stewardship programs to support and maintain participating households, homes, and communities. Fourth, the model not only centers racial equity in its processes but also centers racial equity in its outcomes. Fifth, NCLT is working with critical community-based organizations to ensure that Woolsey Gardens will intentionally provide a chance to bring BIPOC, and/or low-income households back to South Berkeley and help those who want to stay. The demand for NCLT community land trust ownership units by BIPOC, and/or low-income households is great and critical, and NCLT will be working with partners to ready as many of these households as possible to be in a position to purchase. Woolsey Gardens is aiming to convey the following specific positive impacts on the community:
• Higher and Better Use for Small, Infill Lots. 8,000 to 10,000 SF sites—which are the size of parking lots or single-story commercial buildings—in urban areas are relatively abundant and inexpensive. Replacing underutilized lots with dense, mid-rise affordable multifamily projects like this Project can not only increase property values of surrounding properties, but also increase local property tax revenue, which is an important driver for local economic growth.
• Increase Affordable Housing Production. By offering a model to efficiently develop a dense multifamily building on a small, infill lot, the Project aims to accelerate the production of affordable housing in California.
• Housing Choice. The Project aims to offer a diverse range of unit type options, accommodating diverse household types and living arrangements. In addition to the more conventional 1BR and 2BR homes (“limited equity housing condominiums”), the Project will also offer more novel cooperative homeownership units (“limited equity cooperative housing units”), which feature shared facilities like kitchens and other communal living spaces. Allowing for equity creation among a greater range of income brackets facilitates economic growth of the community as a whole.
• Generational Wealth. Affordable ownership of housing units can serve as a critical pathway for wealth creation and is fundamental to creating generational wealth.
• Community Stability. Ownership can lead to long-term household, home, and community stability. Community stability is an important driver of local economic development.
• Improved Health Outcomes. Green buildings, such as this Project, can mitigate exposure to environmental pollutants and hazards and can help reduce the long-term impacts of climate change. Healthy residents and community are an important drive of local economic development.
• Local Vendor Preference. NCLT, together with its Project team, is committed to prioritizing local vendors (both for construction and other services when the Project is placed into service) who are committed to hiring local residents and historically disadvantaged households in paid apprenticeship programs. Job development and job education pathways (such as apprenticeships) are key cornerstones to stable economic development of the community.
• Access to Alternative Source of Capital. The capital stack for permanently affordable ownership multifamily differs from that for affordable rental multifamily. Affordable ownership multifamily housing projects have access to additional grants and other funding sources to which affordable rental multifamily housing do not have access. Diversified sources of capital can increase production of affordable housing.
• Entry into the New Climate Economy. The New Climate Economy, as proposed by President Biden’s Inflation Reduction Act, consists of growth sectors of the economy that address climate change. Providing local, historically disadvantaged households and communities access to the New Climate Economy, sets the groundwork for local economic development.
Affordability
All 65 units are permanently affordable.
Equity
All 65 units are offered either as Limited Equity Housing Cooperative Units or Limited Equity Housing Condominiums to first-time low-income households in line with the City of Berkeley’s Right to Return/Right to Remain reparations aspirations.
Reliability
NCLT and its design team experts consciously sought to utilize commercially and proven technologies so that technology risk is not borne by its low-income residents. What is innovative about Woolsey Gardens, however, is how these technologies are systematically integrated into a single, wholly integrated, and efficient structure.
Reliability
Unlike many other projects that may feature sustainable technology, Woolsey Gardens uses a truly systems approach in its design and implementation to achieve its sustainability goals.
Key Project Members
Suzanne Kim
Subrecipients
Western Cooling Efficiency Center - UC Davis
Natural Capitalism Solutions, Inc. dba Clean Coalition
Interface Engineering, Inc. dba Interface Engineering, Inc., Consulting Engineers
Indigo/Hammond & Playle Architects, LLP.
BKF Engineers
Rhoades Planning Group
BBI-CON, Inc.
Richard Bourne, PE
Buehler Engineering Inc.
Groundworks Office, Inc.
Thornton Tomasetti
Match Partners
Northern California Land Trust, Inc.
Indigo/Hammond &
Playle Architects, LLP.
BKF Engineers
Rhoades Planning Group
BBI-CON, Inc.
Richard Bourne, PE