HomeMy WebLinkAbout2017-728-E AMS - SolSmart Foundation no cost technical assistance DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
OR, NU___E COUNTY
NORTH CAROLINA
February G, 2017
To: Bonnie Hammersley
From: Brennan Bouma
Jeff Thompson
Clear Ms. Hammersley:
Attached is a final Memorandum of Understanding (MOU) for your review and approval between Orange County
and The Solar Foundation for a six-month package of local solar technical assistance through the SoISmart
Advisor program.
SolSmart is a national recognition and technical support program to help governments lower the costs for
businesses and residents to invest in solar energy. Technical assistance is available to all applicants, but Orange
County also applied jointly with the Towns of Chapel Hill and Carrboro for a SolSmart Advisor to provide 6
months of free,full-time technical assistance.The application was successful and the Advisor will be shared
among the three jurisdictions.The role of the Advisor will be filled by a team of solar experts from the NC Clean
Energy Technology Center at NC State.
The Advisor will work with the Sustainability Coordinator and the Planning Department to clarify and simplify
processes related to Solar Power development and Solar-ready homes.The Advisor may also be able to help
identify and rank order the best Orange County facility rooftops for solar power as well as respond to the BOCC
petition on solar-ready construction.
The Solar Foundation has reviewed and accepted edits to the attached MOU that were requested by Orange
County staff and the County Attorneys.This agreement has also been reviewed and approved by Jeff Thompson,
and the County's Risk Manager.
Best Regards:
lrjl � t� � o�
Brennan Bouma
Sustainability Coordinator
P.O. Box 8181 * 200 S.Cameron Street, * Hillsborough, North Carolina 27278
Telephone:919.732.8191
Fax:919-644-3001
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
SolSmart Advisor Host Community Memorandum of Understanding
Between
Orange County and The Solar Foundation
This Memorandum of Understanding (MOU) sets forth the terms and understanding between
The Solar Foundation and Orange County("Host Community")to facilitate the work of the
SolSmart Advisor assigned to the Host Community and achieve designation under the SolSmart
program.
Background
SolSmart is a national designation program, funded by the U.S. Department of Energy SunShot
Initiative, designed to recognize communities that have taken key steps to address local barriers
to solar energy and foster the growth of mature local solar markets. The Solar Foundation,
serving as the SolSmart Technical Assistance Provider, and its team of national solar and local
government experts provides no-cost technical assistance to help communities qualify for
SolSmart designation.
The SolSmart program primarily seeks to address "solar soft costs," or business process or
administrative costs that can increase the time and money it takes to install a solar energy system
costs which are then passed on to solar customers. While only certain local government
procedures (such as permitting,planning, and zoning) are the source of some soft costs, local
governments are in a unique position to reduce soft costs and take action to promote the use of
solar locally.
The SolSmart designation program will provide high-profile, national recognition for
communities that have made it cheaper and easier for solar customers to invest in solar energy.
In addition, achieving designation will send a signal to solar companies that a community is
"open for solar business," attracting new businesses and helping designees share in the economic
development benefits attached to the solar industry.
A unique feature of the technical assistance offerings of the SolSmart program are SolSmart
Advisors—experienced, temporary staff funded by The Solar Foundation to help communities
achieve designation. The primary objective of the SolSmart Advisors program is to provide
select communities participating in the SolSmart program with in-depth support for achieving
SolSmart designation through engagements lasting up to 26 weeks. Through these engagements,
the SolSmart program sees a prime opportunity for Advisors to become part of the next
generation of solar market leaders. Under a separate agreement, the North Carolina Clean Energy
Technology Center has been chosen to serve in the role of SolSmart Advisor to provide support
to Orange County. The roles, responsibilities, and expectations listed below are critical to the
attainment of these goals.
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
Roles, Responsibilities, and Expectations
1. The Solar Foundation will:
a. Provide stipends to support the work of the SolSmart Advisor.
b. Provide the SolSmart Advisor with training and educational resources.
c. Monitor SolSmart Advisor progress and support other project management
activities.
d. Provide limited, supplemental technical assistance to the SolSmart Advisor and/or
Host Community as needed.
e. Connect SolSmart Advisors with existing local networks that can serve as a
resource to the SolSmart Advisor.
2. The Host Community will:
a. Make every reasonable effort to facilitate and ensure completion of the SolSmart
Advisor work plan specified in the Work Plan, composed of "Attachment 1:
Orange County Work Plan Calculator" and"Attachment 2: Orange County
Work Plan Statement of Project Objectives (SOPO)" attached hereto and
incorporated herein, and that the Host Community(or the individual communities
on behalf of which the Host Community receives a SolSmart Advisor) will
achieve designation under the SolSmart program. The Host Community
recognizes that inadequate project progress may result in early termination of the
SolSmart Advisor work plan and this MOU.
b. Maintain a clear, ongoing commitment to achieving SolSmart designation.
c. Assign a project"Sponsor" (e.g., local elected official, local government
department head, organization director, etc.) to provide the SolSmart Advisor
with reliable access to the staff and decision makers within the community who
will select from and ultimately implement the recommendations provided by the
SolSmart Advisor.
d. Assign a project"Supervisor"to provide regular assistance and guidance to the
SolSmart Advisor and to participate in project management and reporting.
e. Provide the SolSmart Advisor with adequate work space, equipment, access to
Host Community and local government staff and other human resources across all
relevant departments and to external stakeholders.
f. Allow the work of the SolSmart Advisor, including successes and lessons learned,
to be promoted publicly and without restriction by the SolSmart program.
3. The SolSmart Advisor will:
a. Assume primary responsibility in qualifying the Host Community for SolSmart
designation and maximizing the programmatic impact of the engagement.
b. Review and revise as necessary the SolSmart Advisor work plan and ensure
steady progress toward work plan objectives, outcomes, and milestones is
maintained.
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
c. Participate in regular check-in calls,project reporting, and other project
management activities.
d. Coordinate effectively and work professionally with the Supervisor, Sponsor, and
internal and external stakeholders.
e. Identify and fully leverage opportunities to promote the work of the Advisors and
Host Community.
Schedule
Host Community will make every reasonable effort to ensure the schedule(s) and milestones are
met according to the Work Plan. Failure to maintain the schedule(s) and/or milestones may result
in termination of this MOU. If feasible, Host Community will notify TSF in writing within one
week of any delays or anticipated delays in performing the Services and explain the reasons for
said delays.
Term
The term of this MOU shall commence on January 30th, 2017 and end no later than July 21,
2017.
Termination
Either party has the right to terminate this MOU without cause with written notice.
Confidentiality
Except as necessary to carry out the purposes of this MOU, compelled by applicable law or as
authorized in advance,neither Party shall use or disclose any information it received from the
other under this MOU which previously has been identified as confidential or exempt from
mandatory public disclosure. If such information is subpoenaed through legal process,then the
subpoenaed Party will immediately advise the Party that provided the confidential information so
that it may evaluate whether to invoke legal process to avoid disclosure at its own expense.
HOST COMMUNITY: THE SOLAR FOUNDATION:
Date: 3/2 3/2017 Date: 3/12/2017
By: (signature) By: (signature)
Docu5igned by:
DocuSlyncd by:
Name. Namc.
Title: Orange County Manager Title: President and Executive Director
Address: 200 S. Cameron St.,Hillsborough,NC Address: 600 141h St NW, Suite 400
27278 Washington,DC 20005
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
SoISmart Advisor Statement of = ==
SOLSMART
Project Objectives (SOPO) LOCALLY"MD.
1
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
I. Solar Statement
Communities interested in pursuing SolSmart designation must indicate their commitment to supporting solar
development in their community through a Solar Statement that includes:
• A commitment to participate in the SolSmart designation program
• A statement of solar goals, areas of focus or community priorities (e.g. encouraging solar development on
vacant lots or supporting non-profit led initiatives)
• Past achievements or programs related to solar and/or renewable energy
• Commitment to tracking metrics related to solar and/or provide benchmark of available solar metrics (i.e.
number of installed municipal systems or growth in residential installations)
• A commitment of staff time and resources to improve the local environment for solar
Orange County has completed the Solar Statement requirement.
II. Foundational Categories
The Foundational Categories include: 1) Permitting and 2) Planning, Zoning, and Development Regulations.
• To qualify for SolSmart Bronze,your community must complete the required actions (P-1 & PZD-1) in both of
the Foundational Categories and earn at least 20 points in each category.
• Your community can use additional points within these two categories to help achieve the required point
totals for Silver(at least 100 total points) and Gold (at least 200 total points) designation tiers.
On the Intake Form,your community claimed 10 points in Permitting and 30 points in Planning,Zoning, and
Development Regulations for a total of 40 points in the Foundational Categories.
Permitting Points Upon
Criteria Proposed Action Completion
Example:P- Example: The Advisor will determine the current fee structure for solar installations, and Example:5
5a review how much information regarding fees is available online. If the fees are variable, the
Advisor will conduct several trials to determine costs for different-sized solar systems. The
Advisor will speak with the director of the department responsible for collecting fees and
determine how the community determined the current rate.Additionally, the Advisor will
speak with staff reviewing solar plans to determine the amount of time spent on the review
of different-sized systems. The Advisor will draft a memorandum to his/her supervisor
outlining the findings of the research and trials, and discuss alignment with best practices.
P-1 The Advisor will work with the Orange County Planning Department to identify all Required
steps required to permit 1.) a small-scale residential or business rooftop solar
installation; 2.) a large-scale ground-mounted solar farm.These steps will be
summarized in a checklist and posted online in a location that will be clearly visible
to future interested parties.
P-7 The Advisor will review national best practices from the Solar ABCs and collect 10
practices from collaborating jurisdictions and bring them to the Orange County
Planning Department to discuss their feasibility within the County Context. If
Planning Department feels that a single separate standard solar permit form is
feasible within current code,the Advisor will work to create the necessary
materials and request their adoption. If not,the Advisor can work with the
Planning Department to explore any feasible changes to the code that would be
necessary, and then proceed with creating and proposing the form as described.
2
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
P-8 In coordination with efforts for Chapel Hill and Carrboro,the advisor will provide 10
County permitting staff with a training session on best practices for permitting
solar PV and solar storage systems.
P-9 In coordination with efforts for Chapel Hill and Carrboro,the advisor will provide 10
County fire and safety staff with a training session on best practices for safety
related to solar PV.
P-10 In coordination with efforts for Chapel Hill and Carrboro,the advisor will contact 10
installers working in the area and survey the installers regarding potential
permitting procedural changes.The Advisor will standardize the survey process so
that it can be done annually to capture new ideas and solar installers.
P-12 In coordination with efforts for Chapel Hill and Carrboro, and as an extension of 20
efforts under P-9,the advisor will help ensure that open source permit data is
shared with fire and safety staff and other appropriate parties.
Permitting Points Summary
Proposed Points(summation of points above) 60
+points from Intake Form: 10
Total Points: 70
PZD Points Upon
Criteria Proposed Action Completion
Example: Example: Using the SolSmart PZD-1 template as a guide, the Advisor will review the Example:
PZD-1 community's current zoning requirements. The Advisor will meet with relevant staff and Required
commission members to discuss the community's zoning process, with a focus on solar PV-
related elements. In addition to the template, the Advisor will provide a memorandum
outlining these meetings. This memorandum will detail the possibilities related to altering
current zoning requirements and provide a timeline for this process.
PZD-1 Using the SolSmart PZD-1 template as a guide, staff and the advisor will review Required
Orange County's current Unified Development Ordinance and zoning process,
with a focus on solar PV-related elements, and draft a memorandum to
document the findings.This memorandum will detail the possibilities related to
altering current requirements and provide a timeline for this process. Staff and
the Advisor will discuss the findings as needed.
Planning,Zoning,& Development Regulations Points Summary
Proposed Points(summation of points above) 0
+points from Intake Form: 30
Total Points: 30
III. Special Focus Categories
The Special Focus Categories include: Inspection; Construction Codes; Solar Rights; Utility Engagement; Community
Engagement; and Market Development and Finance.
• To qualify for SolSmart Bronze,your community must earn at least 20 points (total)from actions taken
3
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
across the six of these categories.
• Your community can use additional points within these two categories to help achieve the required point
totals for Silver(at least 100 total points) and Gold (at least 200 total points) designation tiers.
On the Intake Form,your community claimed 120 points across the six Special Focus Categories.
Criteria Proposed Action Points Upon
Completion
Example:1-1 Example: The Advisor will review cross-training performed in other jurisdictions,paying Example:20
special attention to communities of similar size, and provide a memorandum of findings to
his/her supervisor. The Advisor will prepare a recommendation for a training program for
city/county staff that includes an overview of course materials,subject matter, and other
appropriate collateral. The Advisor will present the proposed training course to department
heads to get approval and make any changes requested. Once approved, the Advisor will
oversee the successful execution of the first training session. The Advisor will memorialize
the session and create a sustainability plan to ensure regular administration of cross-
training.
1-1 Orange County's Permitting and Inspections staff work closely together, and a 20
single training for both of these groups will be provided under P-8. Opportunities
for cross-training of Permitting staff and Inspectors will be highlighted in this
training.
CC-3 As an extension of P-8 and P-9,the advisor will offer design guidelines for PV 20
aligned with NEC and the fire code.
CE-5a In coordination with Chapel Hill and Carrboro,the advisor will host one or more 5
solar workshops promoting PV and discussing relevant policies.
CE-7 In coordination with Chapel Hill and Carrboro staff, the advisor will provide 10
support for feasibility analysis for candidate sites identified by staff for
brownfields, landfills, and other underutilized properties.The final product will be
completed and delivered to staff and a summary will be posted on the Solar
Projects Page of the Orange County Sustainability website.
CE-9 At own initiative,the advisor will engage with regional organizations including but 20
not limited to the Chapel Hill-Carrboro school system and OWASA, on topics
including but not limited to unified permitting processes and group procurement
opportunities.
MDF-4 Conduct feasibility analysis for solar PV installations on public facilities. 10
Special Focus Points Summary
Proposed Points(summation of points above) 85
+points from Intake Form: 120
Total Points: 205
IV. Milestones
SolSmart requests that communities create milestones—at least one per month of Advisor engagement—that help
demonstrate whether a community and its Advisor are on track to meet the desired designation tier. SolSmart
suggests that these milestones relate to either point totals, criteria/prerequisite achievement, and/or designation
tier achievement.
4
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
Milestone# Milestone Date of
Completion
M-Example Examples: 1131116
• The Advisor will assist the community achieve criteria worth at least 15 points
Or
• The Advisor will complete all Bronze prerequisite criteria
Or
• The Advisor will complete I-1, CE-2, and MDF-1
M-1 The Advisor will work with staff to complete P-1, P-7, and PZD-1 and will begin 2/28/2017
drafting a memo to local staff with a review of local ordinances (PZD-2).
M-2 The Advisor will complete P-10, and CE-2, and will finalize and deliver a memo to 3/31/2017
local staff with their review of local ordinances (PZD-2).
M-3 The Advisor will work with staff to schedule training sessions (P-8, P-9, 1-1) and a 5/01/2017
solar workshop (CE-5A)
M-4 The Advisor will introduce solar PV design guidelines to Orange County staff 5/30/2017
aligned with NEC and Fire code and will request approval to link to them (CC-3).
M-5 The Advisor will work with staff to hold training sessions (P-8, P-9, 1-1) and 6/30/2017
complete P-12.
M-6 The Advisor will work with staff to hold a solar workshop (CE-5A) and complete CE- 7/21/2017
5b, CE-7, CE-9
V. Additional Actions
Advisors must work exclusively on actions that directly relate to the achievement of program criteria. However,
Advisors are allowed and encouraged to engage in activities that raise awareness about the SolSmart program. This
may include activities such as participating in conferences or meeting with representatives from other cities/counties
or relevant organizations within your region. In the space provided below, please detail possibilities, if any,that you
foresee for an Advisor to conduct outreach during his or her engagement.
• We will introduce the Advisor to our colleagues in other cities within our 7-county region.
• The Advisor can attend a regional workshop if available during project period,to learn more about the
region and network and inform others about the tools and techniques deployed to promote solar
power in their community.
5
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
SolSmart Advisors Calculator:
Combined point totals for proposed Advisor work and Intake Fort
Instructions
This spreadsheet automatically calculates the number of combined points b(
Scope of Work in the Advisor application. Please note that SolSmart is still re)
has not verified anyofthe claimed points. Changes to point totaIs may occur
alter its SOPO and add new actions to fulfill its goals.The "Summary"tab dram
Focus Categories"tabs to give you an overview of your community's point toti
you to the designation tier the proposed actions will help you attain.
You have the opportunity to add or remove criteria within both the "Foundati
alter your community's overall point total.To add new criteria,go into either
Categories"tabs,find the criteria you want to add,and choose "Advisor Plan"
remove criteria,go into either the "Foundational Categories"or"Special Foci
and change "Advisor Plan"to"N/A"from the dropdown in the "Addressed in"c
this total helps your community achieve its desired designation tier, please e
"Advisors Plan"are included in the Advisor SOPO.
Do not make any changes to this"Summary"tab as it will update
"Foundational Categories" and"Special F
SolSmart Bronze Prereq
P-1:Create and makeavailable
an online checklist detailing the
PR-1:Solar Statement 10 steps of your community's solar ;
permitting process.
SolSmart Silver Prerequisites
PZD-2:Allow sola r by-right a nd as a n accessory use in
all major zones,and implement any zoning ordinance
adjustments identified through the zoning review to
improve solar-friendliness.
-1: Provide cross-training of inspection and
aermitting staff on solar PVvia in-person or
Foundational Categories Points
Permitting 70
Planning,Zoning, & Development
Regulations 30
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
ITotal Foundational Points I 100 I
Total Advisor Points 145
Total SolSmart Points 305
-----------
Designation Level Achieved
Silver
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
n submission = A f f
°tween your community's Intake Form and the proposed
✓iewinethe Intake Form your community submitted and
due to this review, and your community may need to
is from both the "Foundational Categories"and "Special
3Is.The "Designation Level Achieved"box below will alert
onal Categories"and "Special Focus Categories"tabs to
the "Foundational Categories"or"Special Focus
'from the dropdown in the "Addressed in"columns.To
is Categories"tabs,find the criteria you want to remove,
olumns. Once you are satisfied with the point total, and
insure that all criteria chosen to be "addressed in"the
automatically when you make changesto the
:ocus Categories"tabs.
juisites
PZD-1: Local government has reviewed zoning
requirements and removed restrictions
w
intentionally or unintentionally prohibiting PV
development.Compile findings in a memo, and
commit to reducing barriers to PV during next
SolSmart Gold Prerequisite
P-2: Provide a streamlined permitting pathwa
forsmall PV systems with turn-around time of
no more than 3 days.
Special Focus Categories Points
Inspection 20
Construction Codes 20
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
Solar Rights 0
Utility Engagement 0
Community Engagement 110
Market Development& Finance 55
Total Special Focus Points 205
DocuSign Envelope ID:AA090EE8-66C2-4C49-8A7F-E6578EE85BD7
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