The Art, Science + Business of Housing


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Codes & Policies Sessions

Open to all registered attendees & exhibitors

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  Thursday, June 29

9:45 AM - 10:45 AM
Room 23

Mitigating the Inclusionary Housing Requirement

For builders with an obligation to provide affordable housing as part of a new development, this is a critical panel discussion. We have assembled a panel of master developers and affordable housing experts who have developed industry leading best practices for successfully integrating inclusionary housing into master plan developments and to maximizing residual land value for the master developer. Attendees will learn how affordable housing developers leverage public and private funding sources, work with local housing agencies to structure the product type and timing for delivery of the affordable housing units, and design a cost efficient product that will fit seamlessly into your development.

Borre Winckel, President and CEO, BIA San Diego County
Jim Schmid, CEO, Chelsea Investment Corporation
Guy Asaro, President/CEO, Meridian Development
Paul Barnes, Division President, Shea Homes
Debbie Ruane, Senior Vice President, San Diego Housing Commission


11:00 AM - 11:45 AM
Room 22

Housing the Next One Million

Philip J. Bona, AIA, Architecture | Planning, BNIM & AIASD 2017 President


11:00 AM - 12:00 PM
Room 23

AIAContinuingEd60Selling Zero: The Risk, Reward, and Reality of Marketing ZNE

RISK — ZNE as a home feature can be a differentiator, providing leading-edge builders with a marketing advantage between now and 2020, when ZNE becomes a code requirement. However, forward-looking construction defect attorneys acknowledge that it can also become a major liability as home buyers begin to realize that Zero Net Energy does not mean "Zero Energy Costs", and aggressive construction defect litigators look for angles to exploit the disconnect between perception and reality of ZNE home operating expenses. This disconnect is exasperated by the varied definitions of ZNE including Site Energy, Source Energy, Time Dependent Valuation (TDV) Energy, and an Energy Design Rating. Attorney John Musitano specializes in construction defect insurance & risk management for homebuilders, giving him a unique, forward-looking perspective on the risks posed by ZNE labeling on new homes—but perhaps more importantly, on how disclosures and home warranties can be worded to help avoid these risks.

REWARD — Market research recently conducted by ConSol and Opinion Dynamics provides new insight into perceptions and realities of Zero Net Energy as a concept—and as a marketing tool—for single family homes. Surveys and in-depth interviews reveal preferences, biases, and misconceptions of the modern home shopper with respect to ZNE and related topics, such as all-electric home designs, energy storage, and home energy management systems. Further, real estate "market actors" including realtors, appraisers, mortgage brokers—and even Fannie and Freddie—weigh in on ZNE and how it should be accounted for, valued, and underwritten in today’s primary and secondary capital markets.

REALITY — Over the past decade, three-generation California production homebuilder De Young Properties has lead the way in high performance home design and construction in the San Joaquin Valley of California. Through constant improvement to stay ahead of California's ever-increasingly stringent Title-24 energy code, they have been able to leverage their unique designs as a way of differentiating from their competition. In addition, they have designed and built two Zero Net Energy homes and are already working on designing a full-scale ZNE community. The technical challenges of designing and building to ZNE are only half the battle—the value proposition of energy-efficiency and ZNE must be tailored and clearly communicated to their buyers in order for their projects to be successful. Just what this message includes can vary considerably between left-leaning coastal markets where buyers consistently list environmental stewardship as purchase-decision motivator, to DeYoung Properties’ market in the Fresno MSA, a region which is mostly conservative politically. Brandon De Young, Executive Vice President, has a unique perspective on the local market and how to communicate the value of energy-related features to his clientele.

Learning Objectives:
1. Learn what ZNE design features appeal to buyers—and which ones may be turn-offs in certain markets.

2. Understand the Title 24 definition of ZNE for new construction, how it differs from other ZNE definitions, and what that means for designing ZNE homes in California.

3. Understand the relationship between a home designed to ZNE standards and the actual performance of that home once occupied, as well as the potential for litigation if the home does not perform as designed.

4. Learn how to integrate new technologies (including battery storage) aimed at shifting the time when energy is used rather than reducing building energy consumption or increasing on-site generation.

Garth Torvestad, Senior Technical Consultant, ConSol
John Musitano, Partner, Cox, Castle & Nicholson
Brandon De Young, Executive Vice President, De Young Properties


12:15 PM - 1:15 PM
Room 23

AIAContinuingEd60Crafting the Specific Plan

Specific Plans are a powerful tool to implement and entitle a variety of Land Planning projects. This session will present new ideas toward the crafting, timely completion, process, and implementation of an effective and visionary Specific Plan. This distinguished speaker team will present two land planning case studies from all sides of the table – including the developer, public official, and legal perspective. What goes into a successful Specific Plan, potential pitfalls to avoid, and implementation strategies you can take back to your office will be covered in a dynamic conversation you won’t want to miss!

Learning Objectives:
1. Develop a better understanding of the Specific Plan process and schedule, from project initiation through City Council or Board of Supervisors approval, with discussion of potential fast-tracking processes. Determine the important aspects of a Specific Plan, including building a strong team, effective public outreach, technical studies requirements, EIR coordination, and gaining approvals.

2. Explore the many benefits of creating a Specific Plan, such as unique and project-specific development standards, flexible parking ratios, innovative street ROWs, enhanced design guidelines and long term development rights (especially with a development agreement).

3. Gain better awareness of the legal hurdles that are involved with the Specific Plan and EIR approval process, including the more pertinent State and Assembly Bills affecting regulation (primarily related to climate change).

4. Review applicable Case Studies that have had both completed approvals, and are in process. Learn about both the typical and unusual complications encountered during the Specific Plan approval process.

John Leehey, Director of Planning, Danielian Associates, Inc
Adrian Peters, Vice President of Forward Planning, Brookfield Residential
Scott Murphy, Planning Director, City of Ontario
Morgan Gallagher, Associate Attorney, Rutan & Tucker LLP


1:30 PM - 2:15 PM
Room 23

AIAContinuingEd60Building Practices to Reduce Water, Mold, & Moisture Issues

New energy efficient construction requirements are creating wall systems that have much slower drying potential and reduced capacity for inward and outward drying. The result is a greater potential for expensive moisture related wall defects and failures. Steve Easley uses pictures from his forensic experience to examine field failures of cladding systems used in commercial buildings. Steve provides simple, cost effective solutions to prevent water related damage and how to reduce costly defects. This class will also site current research that supports the value for ventilated cladding systems.

Learning Objectives:
1. Understand the building science behind how walls get wet and the factors that most effect their ability to dry. Be familiar with the current research on wall performance.

2. Walk away with the knowledge to select and properly install rain screen systems to create ventilated cladding system for composite claddings, lap and panel siding, synthetic stone and stucco wall claddings.

3. Understand the pros & cons to 3 most common approaches to water managed wall systems and how these methods differ for barrier wall, drainage wrap walls and rain screen wall systems.

4. Identify the construction mistakes that lead to water related failures, mold and costly call backs litigation and affordable, reliable solutions.

Steve Easley, Owner/Principal, Easley & Associates


2:30 PM - 3:30 PM
Room 23

AIAContinuingEd60Home Water Reuse: The Short Cut to Super Water Efficiency

One might argue that home buyers don't need a green lawn, but they sure do want one. Or you might argue that they don't want a Water Reuse System, but they sure do need one!

State-mandated watering restrictions during the 2015 drought emergency drove home our precarious relationship with water. New home buyers will increasingly want to buy into communities that can ensure water supplies even during the lean years. As builders, we can build homes that are vastly more resilient to drought by reusing the same water that first came on site for washing our clothes and ourselves -- e.g. grey water.

This session looks at the practicality and cost effectiveness of building new homes so they can take advantage of grey water.

Three different approaches will be explored and compared:
1. Simple laundry-to-landscape systems that reuse untreated grey water
2. Fully-automated, whole-home systems that can treat and store water for long periods of time until reuse
3. A "pre-plumb" option that makes homes Recycle Ready and opens up an easy upgrade pathway for future activation

Learning Objectives:
1. The different types of non-potable water systems
2. Building water budgets for rainwater and greywater in residential projects
3. Designing homes for non-potable water use
4. How to make today's homes forward-compatible with tomorrow's water scarcity

Bob Hitchner, Chief Sales & Marketing Officer, Nexus eWater, Inc.
Tony Madrone, Founder, Indra Designs, Inc.
Tom Wood, CEO, Nexus eWater Inc.

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