Chapter 8 — COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

[BSC] Sample forms found in “A Guide to the California Green Building Standards Code (Nonresidential)” located at https://www.dgs.ca.gov/BSC/Resources/Page-Content/Building-Standards-Commission-Resources-List-Folder/CALGreen may be used to assist in documenting compliance with the waste management plan and other provisions of this code.

[HCD 1] Sample forms located at www.hcd.ca.gov/building-standards/calgreen/cal-green-forms.shtml may be used to assist in documenting compliance with CALGreen . WORKSHEET (WS-1) BASELINE WATER USE

BASELINE WATER USE CALCULATION TABLE

1. For nonresidential occupancies, refer to Table 4-1, Chapter 4, 2025_ California Plumbing Code,_ for occupant load factors.
   a. Shower use by occupants depends on the type of use of a building or portion of a building, e.g., total occupant load for a health club, but only a fraction of the occupants
   in an office building as determined by the anticipated number of users.
   b. Kitchen faucet use is determined by the occupant load of the area served by the fixture.
   2. The daily use number shall be increased to three if urinals are not installed in the room.
   3. Floor-mounted urinals @ 0.5 GPF or wall-mounted urinals @ 0.125 GPF.

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WORKSHEET (WS-2) WATER USE REDUCTION

12-, 20- OR 25-PERCENT REDUCTION WATER USE CALCULATION TABLE

1. For occupancies, refer to Table 4-1, Chapter 4, 2025_California Plumbing Code,_ for occupant load factors.
   a. Shower use by occupants depends on the type of use of a building or portion of a building, e.g., total occupant load for a health club, but only a fraction of the occupants
   in an office building as determined by the anticipated number of users.
   b. Kitchen faucet use is determined by the occupant load of the area served by the fixture.
   2. Includes single and dual flush water closets with an effective flush of 1.28 gallons or less.
   Single flush toilets - The effective flush volume shall not exceed 1.28 gallons (4.8 liters). The effective flush volume is the average flush volume when tested in accordance
   with ASME A112.19.2.
   Dual flush toilets - The effective flush volume shall not exceed 1.28 gallons (4.8 liters). The effective flush volume is defined as the composite, average flush volume of two
   reduced flushes and one full flush. Flush volumes will be tested in accordance with ASME A112.19.2 and ASME A112.19.14.
   3. The daily use number shall be increased to three if urinals are not installed in the room.
   4. Where complying faucets are unavailable, aerators rated at 35 gpm or other means may be used to achieve reduction.

WORKSHEET (WS-3) 5.105.2 BUILDING REUSE

DOCUMENTATION OF COMPLIANCE OF EXISTING BUILDING REUSE

Area of Existing Building(s) _____ SF

Area of Aggregate Addition(s) (if applicable) _____ SF

Total % Reuse of Required Elements ≥ 45% _____ %

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WORKSHEET (WS-4) Section 5.409.2 WHOLE BUILDING LIFE CYCLE ASSESSMENT

Responsible Designer’s Declaration Statement:

I attest that the Whole Building Life Cycle Analysis has been performed according to the requirements of Section 5.409.2 and has met the minimum 10 percent reduction in global warming potential as compared to a reference baseline building of similar size, function, complexity, type of construction, material specification, and location that meets the requirements of the California Energy Code currently in effect. Furthermore, I will ensure during construction that the material specifications will be reviewed for substantial conformance with the life cycle assessment indicated on the approved plans so at the close of construction the minimum 10 percent

eduction in global warming potential is thereby secured.

WORKSHEET (WS-5) Section 5.409.3 PRODUCT GWP COMPLIANCE — PRESCRIPTIVE PATH

Responsible Designer’s Declaration Statement:

I attest that prescriptive compliance has been performed according to the requirements of Section 5.409.3 and products have met the minimum 10 percent reduction in global warming potential as specified in Table 5.409.3. Furthermore, I will ensure during construction that the material specifications will be reviewed for substantial conformance with the global warming potential limits indicated on the approved plans so at the close of construction the minimum 10 percent reduction in global warming potential is thereby secured.

Signature:

WORKSHEET (WS-6) [BSC-CG] Section A5.105.2 BUILDING REUSE

TIER 1 AND TIER 2

DOCUMENTATION OF COMPLIANCE OF EXISTING BUILDING REUSE

Area of Existing Building(s) _____ SF

Total % Reuse of Required Elements _____ %

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WORKSHEET (WS-7) [BSC-CG] Section A5.409.2 WHOLE BUILDING LIFE CYCLE ASSESSMENT

Responsible Designer’s Declaration Statement:

I attest that the Whole Building Life Cycle Analysis has been performed according to the requirements of Section A5.409.2 and has met the minimum 15 percent (Tier 1) or 20 percent (Tier 2) reduction in global warming potential as compared to a reference baseline building of similar size, function, complexity, type of construction, material specification, and location that meets the requirements of the California Energy Code currently in effect. Furthermore, I will ensure during construction that the material specifications will be reviewed for substantial conformance with the life cycle assessment indicated on the approved plans so at the close of construction the minimum reduction in global warming potential is thereby secured.

Signature:

WORKSHEET (WS-8) [BSC-CG] Section A5.409.3 PRODUCT GWP COMPLIANCE—PRESCRIPTIVE PATH

Designer’s Declaration Statement:

I attest that prescriptive compliance has been performed according to the requirements of Section A5.409.3 and products have met the maximum acceptable GWP value for the products listed in Table A5.409.3 for either Tier 1 or Tier 2. Furthermore, I will ensure during construction that any material specification substitution will be reviewed for substantial conformance with the requirements of Section A5.409.3 so at the close of construction the minimum 15 percent reduction in global warming potential is thereby secured.

Signature:

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WORKSHEET (WS-9) Section 5.409.2 and Section A5.409.2 WHOLE BUILDING LIFE CYCLE ASSESSMENT

Percent Reduction

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Construction Waste Management (CWM) Plan

Note: This sample form may be used to assist in documenting compliance with the waste management plan.

Project Name:___________________________________________________

Job #:__________________________________________________________

Project Manager: ________________________________________________ Waste Hauling Company: _________________________________________

Contact Name: __________________________________________________

All Subcontractors shall comply with the project’s Construction Waste Management Plan. All Subcontractor foremen shall sign the CWM Plan Acknowledgment Sheet.

Subcontractors who fail to comply with the Waste Management Plan will be subject to backcharges or withholding of payment, as deemed appropriate. For instance, Subcontractors who contaminate debris boxes that have been designated for a single material type will be subject to backcharge or withheld payment, as deemed appropriate.

1. The project’s overall rate of waste diversion will be ____ %.
2. This project shall generate the least amount of waste possible by planning and ordering carefully, following all proper storage and handling procedures to reduce broken and damaged materials and reusing materials whenever possible. The majority of the waste that is generated on this jobsite will be diverted from the landfill and recycled for other use.
3. Spreadsheet 1, enclosed, identifies the waste materials that will be generated on this project, the diversion strategy for each waste type and the anticipated diversion rate.
4. Waste prevention and recycling activities will be discussed at the beginning of weekly subcontractor meetings. As each new subcontractor comes on-site, the WMP Coordinator will present him/her with a copy of the CWM Plan and provide a tour of the jobsite to identify materials to be salvaged and the procedures for handling jobsite debris. All Subcontractor foremen will acknowledge in writing that they have read and will abide by the CWM Plan. Subcontractor Acknowledgment Sheet enclosed. The CWM Plan will be posted at the jobsite trailer.
5. Salvage: Excess materials that cannot be used in the project, nor returned to the vendor, will be offered to site workers, the owner or donated to charity if feasible.
6. [HAULING COMPANY] will provide a commingled drop box at the jobsite for most of the construction waste. These commingled drop boxes will be taken to [Sorting Facility Name and Location]. The average diversion rate for commingled waste will be ____%. As site conditions permit, additional drop boxes will be used for particular phases of construction (e.g., concrete and wood waste) to ensure the highest waste diversion rate possible.
7. In the event that the waste diversion rate achievable via the strategy described in (6) above, is projected to be lower than what is required, then a strategy of source-separated waste diversion and/or waste stream reduction will be implemented. Source separated waste refers to jobsite waste that is not commingled but is instead allocated to a debris box designated for a single material type, such as clean wood or metal.

Notes:

1. Waste stream reduction refers to efforts taken by the builder to reduce the amount of waste generated by the project to below four (4) pounds per square foot of building area.

2. When using waste stream reduction measures, the gross weight of the product is subtracted from a base weight of four (4) pounds per square foot of building area. This reduction is considered additional diversion and can be used in the waste reduction percentage calculations.

3. [HAULING COMPANY] will track and calculate the quantity (in tons) of all waste leaving the project and calculate the waste diversion rate for the project. [HAULING COMPANY] will provide Project Manager with an updated monthly report on gross weight hauled and the waste diversion rate being achieved on the project. [HAULING COMPANY’s] monthly report will track separately the gross weights and diversion rates for commingled debris and for each source-separated waste stream leaving the project. In the event that [HAULING COMPANY] does not service any or all of the debris boxes on the project, the [HAULING COMPANY] will work with the responsible parties to track the material type and weight (in tons) in such debris boxes in order to determine waste diversion rates for these materials.

4. In the event that Subcontractors furnish their own debris boxes as part of their scope of work, such Subcontractors shall not be excluded from complying with the CWM Plan and will provide [HAULING COMPANY] weight and waste diversion data for their debris boxes.

5. In the event that site use constraints (such as limited space) restrict the number of debris boxes that can be used for collection of designated waste the project Superintendent will, as deemed appropriate, allocate specific areas onsite where individual material types are to be consolidated. These collection points are not to be contaminated with nondesignated waste types.

6. Debris from jobsite office and meeting rooms will be collected by [DISPOSAL SERVICE COMPANY]. [DISPOSAL SERVICE COMPANY] will, at a minimum, recycle office paper, plastic, metal and cardboard.

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Construction Waste Management (CWM) Worksheet

Note: This sample form may be used to assist in documenting compliance with the waste management plan.

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Construction Waste Management (CWM) Acknowledgment

Note: This sample form may be used to assist in documenting compliance with the waste management plan.

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Title 23, Waters, California Code of Regulations

MWELO and supporting documents, including a water budget calculator, are available at: https://www.water.ca.gov/.

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Commissioning Referenced Standards for Non-Energy Systems

The following CALGreen Referenced Standards are included herein as a convenience for the users of the California Green Building Standards Code, but they are not considered to be part of the code unless they are officially adopted by a local jurisdiction.

Contents Page Part 1: Standards for Compliance with Building Commissioning 8-14 Part 2: Commissioning Sample Forms and Templates 8-23

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PART 1 STANDARDS FOR COMPLIANCE WITH BUILDING COMMISSIONING

Reference: Section 5.410.2, Commissioning.

Introduction:

The purpose of this code is to improve public health, safety and general welfare by enhancing the design and construction of buildings through the use of concepts that reduce negative and increase positive environmental impacts. Commissioning is a vital element in this effort.

Definitions used in the CALGreen Cx Reference standard:

Acronyms

BOD Basis of Design

Cx Commissioning

FPT Functional Performance Test

HVAC Heating, Ventilating and Air-Conditioning

O&M Operations and Maintenance

OPR Owner’s Project Requirements

Glossary:

Acceptance Criteria— The conditions that must be met for systems or equipment to meet defined and expected outcomes.

Commissioning (Cx)— Building commissioning as required in this code involves a quality assurance process that begins during design and continues to occupancy. Commissioning verifies that the new building operates as the owner intended and that building staff are prepared to operate and maintain its systems and equipment. Exceptions are allowed for dry storage warehouses of any size and conditioned spaces under 10,000 square feet accessory to them; and for tenant improvements under 10,000 square feet within a larger space.

Owner— The individual or entity holding title to the property on which the building is constructed.

Commissioning Coordinator— The person who coordinates the commissioning process. This can be either a third-party commissioning provider or an experienced member of the design team or owner in-house staff member.

Commissioning Team— The key members of each party involved with the project designated to provide insight and carry out tasks necessary for a successful commissioning project. Team members may include the commissioning coordinator, owner or owner’s representative, building staff, design professionals, contractors or manufacturer’s representatives and testing specialists.

Independent Third-Party Commissioning Professional— A commissioning consultant contracted directly by the owner who is not responsible to, or affiliated with, any other member of the design and construction team.

Operation and Maintenance (O&M) Manuals— Documents that provide information necessary for operating and maintaining installed equipment and systems.

Owner Representative— An individual or entity assigned by the owner to act and sign on the owner’s behalf.

Process Equipment— Energy-using equipment and components that are not used for HVAC, electrical, plumbing and irrigation operations. Such devices would include but are not limited to heat transfer, water purifying, air cleaning, air vacuum and air compressing.

Sequence of Operation— A written description of the intended performance and operation of each control element and feature of the equipment and systems.

Selecting Trained Personnel (for Commissioning)

This code requires that “Commissioning shall be performed in accordance with this section by trained personnel with experience on projects of comparable size and complexity.” The trained personnel manage and facilitate the commissioning process. The trained personnel develop and implement the commissioning tasks and documentation identified in Sections 5.410.2.1 through 5.410.2.6. Trained personnel may include appropriate members of owner staff, contractor and design team as well as independent commissioning professionals.

It is essential that there is a single person designated to lead and manage the commissioning activities. In practice, this individual has been referenced by various identifiers such as commissioning authority, agent, provider, coordinator, lead, etc. In this guide the term “commissioning coordinator” is used.

The designated commissioning coordinator may be an independent, third-party commissioning professional, a project design team member (e.g., engineer or architect), an owner’s engineer or facility staff, contractor or specialty subcontractor. Methods of evaluating the designated commissioning coordinator and trained personnel include review of the following:

1. Technical knowledge;
2. Relevant experience;
3. Potential conflict of interest concerns;
4. Professional certifications and training;
5. Communication and organizational skills; and
6. Reference and sample work products.

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Selection of “trained,” qualified personnel is required by this code. In order to meet this requirement, the commissioning provider should be evaluated via the methods discussed above. In addition, various organizations have training and certification programs that may be a source for identification of qualified commissioning providers.

For information about enforcement and compliance of each commissioning element see Sections 5.410.2.1 through 5.410.2.6.

For compliance forms and templates see Part 2 following this standard.

Reference: 1 Owner’s Project Requirements

CALGreen Section 5.410.2.1, Owner’s or Owner representative’s Project Requirements (OPR).

1.1 Intent:

The Owner’s Project Requirements (OPR) documents the functional requirements of a project and expectations of the building use and operation as it relates to systems being commissioned. The document describes the physical and functional building characteristics desired by the owner and establishes performance and acceptance criteria. The OPR is most effective when developed during predesign and used to develop the Basis of Design (BOD) during the design process. The level of detail and complexity of the OPR will vary according to building use, type and systems.

1.2 Compliance Method:

Compliance is demonstrated by the owner or owner’s representative developing and/or approving the Owner’s Project Requirements (OPR) document and can be defined as follows:

1. Environmental and Sustainability Goals—Establish environmental project goals and objectives exceeding the code for the project’s sustainability, which may include: a. CALGreen voluntary measures or Tiers sought, or other specific green building rating system or program credits and/or level of certification sought b. Specific environmental or sustainability goals such as water efficiency, water reuse, CO 2 monitoring, xeriscaping, etc.
2. Building Sustainable Goals—Establish goals and targets affecting energy efficiency, which may include: a. Measures affecting building sustainability desired by owner i. Building orientation and siting ii. Daylighting iii. Facade, envelope and fenestration

iv. Roof

v. Natural ventilation

vi. Onsite renewable power generation and net-zero energy use vii. Landscaping and shading 3. Indoor Environmental Quality Requirements—For each program space describe indoor environmental requirements including intended use and anticipated schedule, and the following: a. Temperature and humidity

b. Acoustics

c. Air quality, ventilation and filtration d. Desired adjustability of system controls

e. Accommodations for after-hours use

f. Other owner requirements including natural ventilation, operable windows, daylight, views, etc. 4. Project Program, including facility functions and hours of operation, and need for after-hours operation—Describe primary purpose, program and use of proposed project include the following: a. Building size, number of stories, construction type, occupancy type and number b. Building program areas including intended use and anticipated occupancy schedules c. Future expandability and flexibility of spaces d. Quality and/or durability of materials and building lifespan desired e. Budget or operational constraints f. Applicable codes 5. Equipment and Systems Expectations—Describe the following for each system commissioned: a. Level of quality, reliability, equipment type, automation, flexibility, maintenance and complexity desired b. Specific efficiency targets, desired technologies or preferred manufacturers for building systems, acoustics and vibration c. Degree of system integration, automation and functionality for controls 6. Building Occupant and O&M Personnel Expectations—Describe the following: a. How building will be operated and by whom b. Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants c. Building operation and maintenance staff location and capabilities

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1.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the OPR document, or b) Receipt of a form signed by the owner or owner representative attesting that the OPR has been completed and approved by the owner.

Reference: 2 Basis of Design (BOD)

CALGreen Section 5.410.2.2, Basis of Design (BOD).

2.1 Intent:

The Basis of Design (BOD) describes the building systems to be commissioned and outlines design assumptions not indicated in the design documents. The design team develops the BOD to describe how the building systems’ design meets the Owner’s Project Requirements (OPR), and why the systems were selected. The BOD is most effective when developed early in the project design and updated as necessary throughout the design process.

2.2 Compliance Method:

Compliance requires the completion of the BOD document and should include the following where applicable:

1. Renewable Energy Systems a. Provide narrative description of system—type, performance, control type, energy savings, payback period b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference c. Sequence of Operation—operating schedules, setpoints, storage capacity d. Describe how system meets the OPR

2. Landscape Irrigation Systems a. Provide narrative description of system—type, performance, water usage b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR

3. Water Reuse Systems a. Provide narrative description of system—type, performance, capacity, reuse purpose b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR

2.3 Enforcement:

At their discretion, the building official confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the BOD document, or b) Receipt of a form signed by the architect, engineer or designer of record, attesting that the BOD has been completed and meets the requirements of the OPR.

Reference: 3 Commissioning measures shown in the construction documents

CALGreen Section 5.410.2, Commissioning.

This section provides details for element 3: Commissioning measures shown in the construction documents.

3.1 Intent:

Include commissioning measures or requirements in the construction documents (plans and specifications). Commissioning measures or requirements should be clear, detailed and complete to clarify the commissioning process.

3.2 Compliance Method:

Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:

1. Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.

2. A list of the systems and assemblies covered by the commissioning requirements.

3. Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead

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iii. Owner, facility staff iv. Architect and design engineers v. Include the noncontractor parties in the construction specifications (information used only to provide the contractor with context for their work).

vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.

4. Meeting requirements

5. Commissioning schedule management procedures

6. Issue and noncompliance management procedures

7. Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations

8. Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested

iii. Conditions of test

iv. Acceptance criteria, and any allowed sampling v. Include details of the format and rigor of the test forms required to document test execution vi. Include example forms is recommended 9. Submittal review requirements and approval process. 10. Content, authority and approval process of the commissioning plan. 11. Commissioning documentation and reporting requirements. 12. Facility staff training requirements and verification procedures. 13. O&M manual review and approval procedures. 14. System’s manual development and approval requirements and procedures.

15. Definitions section.

3.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the commissioning specifications, or b) Receipt of a form signed by the owner or owner’s representative or designer of record attesting that the owner-approved commissioning specifications are included in the construction documents.

Reference: 4 Commissioning plan

CALGreen Section 5.410.2.3, Commissioning plan.

4.1 Intent:

The Commissioning Plan (Cx Plan) establishes the commissioning process guideline for the project and commissioning team’s level of effort by identifying the required Cx activities to ensure that the Owner’s Project Requirements (OPR) and the Basis of Design (BOD) are met. The Cx Plan also includes a commissioning schedule from design to occupancy.

4.2 Compliance Method:

Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:

1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.

2. Commissioning goals – Document the commissioning goals, including but not limited to: i. Meeting CALGreen code requirements for commissioning. ii. Meeting OPR and BOD requirements. iii. Carrying out requirements for commissioning activities as specified in plans and specifications.

3. Systems to be commissioned – See BOD a. An explanation of the original design intent - Document the performance objectives and design intent for each system listed to be commissioned in a written narrative

       - Refer to the OPR and BOD documents
   

b. Equipment and systems to be tested, including the extent of tests i. Provide a list of equipment and systems to be tested

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ii. Describe the range and extent of tests to be performed for each system component, and interface between systems c. Functions to be tested - Provide example functional test procedures to identify the level of testing detail required

       See (Section 5.410.2.4) FPT guidance for more information

d. Conditions under which the test shall be performed - Identify the conditions under which the major operational system functions are to be tested, including: i. Normal operations and part-load operations. ii. Seasonal testing requirements. iii. Restart of equipment and systems after power loss. iv. System alarm confirmations. e. Measurable criteria for acceptable performance - Include measurable criteria for acceptable performance of each system to be tested 4. Commissioning team information - Provide a contact list for all commissioning team members, including but not limited to: i. Owner, owner’s representative. ii. Architect, engineers. iii. Designated commissioning representative. iv. General contractor, subcontractors and construction manager. 5. Commissioning process activities, schedules and responsibilities i. Establish prescribed commissioning process steps and activities to be accomplished by the Cx team throughout the design to occupancy. ii. For each phase of the work, define the roles and responsibilities for each member of the Cx team. iii. List the required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning effort.

iv. Include the confirmation process for the O&M manual, systems manual and the facility operator and maintenance staff training.

4.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the commissioning plan, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Plan has been completed.

Reference: 5 Functional performance testing

CALGreen Section 5.410.2.4, Functional performance testing.

5.1 Intent:

Develop and implement the functional performance tests to document, as set forth in the commissioning plan, that all components, equipment, systems and system-to-system interfaces were installed as specified, and operate according to the Owner’s Project Requirements, Basis of Design, and plans and specifications.

The following systems to be functionally tested are listed in the Basis of Design (Section 5.410.2.2 of the code):

1. Renewable energy systems

2. Landscape irrigation systems

3. Water reuse systems

5.2 Compliance Method:

Compliance is demonstrated by developing and implementing test procedures for each piece of commissioned equipment and interfaces between equipment and systems according to the building-specific commissioning plan. Tests should include verification of proper operation of all equipment features, each part of the sequence of operation, overrides, lockouts, safeties, alarms, occupied and unoccupied modes, loss of normal power, exercising a shutdown, startup, low load through full load (as much as is possible) and back, staging and standby functions, scheduling, energy efficiency strategies and loop tuning.

Elements of acceptable test procedures include:

1. Date and party—Identification of the date of the test and the party conducting the test.

2. Signature block—Signature of the designated commissioning lead and the equipment installing contractor attesting that the recorded test results are accurate.

3. Prerequisites—Any conditions or related equipment checkout or testing that needs to be completed before conducting this test.

4. Precautions—Identification of the risks involved to the test team members and the equipment and how to mitigate them.

5. Instrumentation—Listing of the instrumentation and tools necessary to complete the test.

6. Reference—In each procedure item, identify the source for what is being confirmed (e.g., sequence of operation ID, operating feature, specification requirement, etc.).

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7. Test instructions—Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should performed.

8. Acceptance criteria—Measurable pass / fail criteria for each step of the test, as applicable.

9. Results—Expected system response and space to document the actual response, readings, results and adjustments.

10. Return to normal—Instructions that all systems and equipment are to be returned to their as-found state at the conclusion of the tests.

11. Deficiencies—A list of deficiencies and how they were mitigated.

5.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during onsite enforcement by: a) Receipt of a copy of completed and signed functional performance tests and corrected deficiencies, or b) Receipt of a form signed by the owner, owner’s representative or commissioning coordinator attesting that the functional performance tests have been completed and any deficiencies corrected.

Reference: 6.1 Documentation and training

CALGreen Section 5.410.2.5, Documentation and training.

Section 5.410.2.5.1, Systems manual.

6.1.1 Intent:

The Systems Manual documents information focusing on the operation of the building systems. This document provides information needed to understand, operate and maintain the equipment and systems and informs those not involved in the design and construction of the building systems. This document is in addition to the record construction drawings, documents and the Operation & Maintenance (O&M) manuals supplied by the contractor. The Systems Manual is assembled during the construction phase and available during the contractors’ training of the facility staff.

6.1.2 Compliance Method:

Compliance is demonstrated by providing the Systems Manual. The information in the Systems Manual includes the following:

1. Site information, including facility description, history and current requirements

a. Site information

i. Location of property - address

ii. Site acreage iii. Local utility information

           Water service provider

           Natural/LPG gas service provider

           Electrical service provider

           Telecommunications service provider

           Other service providers

b. Facility description i. Use/function

ii. Square footage

iii. Occupancy type

iv. Construction type v. Basis of Design vi. Location of major systems and equipment c. Project history

i. Project requirements

           Owner’s Project Requirements (OPR)

           Basis of Design (BOD)

ii. Project undocumented events iii. Record drawings and documents iv. Final control drawings and schematics v. Final control sequences vi. Construction documents - location or delivery information

           Mechanical and electrical drawings

           Specifications
           - Submittals

           Project change orders and information

d. Current requirements i. Building operating schedules

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ii. Space temperature, humidity and pressure, CO 2 setpoints

iii. Summer and winter setback schedules

iv. Chilled and hot water temperatures v. As-built control setpoints and parameters

2. Site contact information

a. Owner information

b. Emergency contacts c. Design team: architect, mechanical engineer, electrical engineer, etc.

d. Prime contractor contact information

e. Subcontractor information

f. Equipment supplier contact information 3. Basic operation and maintenance, including general site operating procedures, basic trouble shooting, recommended maintenance requirements site events log

a. Basic operation i. Written narratives of basic equipment operation ii. Interfaces, interlocks and interaction with other equipment and systems iii. Initial maintenance provided by contactor b. General site operating procedures i. Instructions for changes in major system operating schedules ii. Instructions for changes in major system holiday and weekend schedules c. Basic troubleshooting i. Cite any recommended troubleshooting procedures specific to the major systems and equipment installed in the building. ii. Manual operation procedures iii. Standby/backup operation procedures iv. Bypass operation procedures v. Major system power fail resets and restarts vi. Trend log listing d. Recommended maintenance events log e. Operation & Maintenance manuals - location or delivery information

4. Major systems a. Renewable energy systems i. Photovoltaic panels and inverters ii. Wind-powered electrical generators and inverters b. Landscape irrigation systems i. Water distribution diagrams ii. Control system

c. Water reuse systems i. Reclaimed water system for indoor use ii. Reclaimed water for irrigation use 5. Site equipment inventory and maintenance notes

a. Spare parts inventory b. Frequently required parts and supplies c. Special equipment required to operate or maintain systems d. Special tools required to operate or maintain systems 6. A copy of all special inspection verifications required by the enforcing agency of this code

7. Other resources and documentation

6.1.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by: a. Receipt of a copy of the Systems Manual, or b. Receipt of a form signed by the owner or owner’s representative attesting that the systems manual has been completed.

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Reference: 6.2 Documentation and training

CALGreen Section 5.410.2.5, Documentation and training.

Section 5.410.2.5.2, Systems operations training.

6.2.1 Intent:

The systems operation training verifies that a training program is developed to provide training to the appropriate maintenance staff for each equipment type and/or system and that this training program is documented in the commissioning report. The systems operations training program is specified in the project specifications for the major systems listed. The systems manual, Operation and Maintenance (O&M) documentation and record drawings are prepared and available to the maintenance staff prior to implementation of any training or the development of a written training program. The training program is to be administered when the appropriate maintenance staff is made available to receive training.

6.2.2 Compliance Method:

The written training program includes: (a) learning goals and objectives for each session, (b) training agenda, topics and length of instruction for each session, (c) instructor information and qualifications, (d) location of training sessions (on-site, off-site, manufacturer’s or vendor’s facility), (e) attendance forms, (f) training materials and (g) description on how the training will be archived for future use.

1. Systems/equipment overview a. Review OPR and BOD related to the major systems and equipment b. Describe system type and configuration c. Explain operation of all major systems and equipment and how it interfaces with other systems and equipment d. Describe operation of critical devices, controls and accessories e. Review location of the major systems and equipment f. Describe operation of control system for each system, location of critical control elements and procedures to properly operate control system g. Review recommendations for implementation to reduce energy and water use
2. Review and demonstration of servicing/preventive maintenance a. Explain location or delivery contact of the Operation & Maintenance manuals b. Review of all manufacturer’s recommended maintenance activities to maintain warranty c. Review and demonstrate frequent maintenance activities and suggested schedule d. Review and demonstrate typical servicing procedures and techniques (electrical current, pressure and flow readings, etc.; calibration procedures, point trending, power fail restart procedures, etc.) e. Locate, observe and identify major equipment, systems, accessories and controls f. Review emergency shut-offs and procedures
3. Review the information in the systems manual a. Describe use of systems manual b. Review elements of systems manual c. Explain how to update and add revisions to systems manual
4. Review record drawings on the systems/equipment a. Explain location or delivery contact of the record drawings b. Review record drawings, revisions and changes to original design drawings. c. Review equipment schedules and compare with actual installed systems

6.2.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by:

1. In the event appropriate maintenance staff is made available to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the written training program and completed attendance forms, or b. Receipt of a form signed by the owner or owner’s representative attesting that the training program and delivery of training has been completed.
2. In the event appropriate maintenance staff are unavailable to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the training program provided to the owner or owner’s representative, or b. Receipt of a form signed by the owner or owner’s representative attesting that the written training program has been provided.

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Reference: 7 Commissioning report

CALGreen Section 5.410.2.6, Commissioning report.

7.1 Intent:

The commissioning report documents the commissioning process and test results. The report includes confirmation from the commissioning agent verifying that commissioned systems meet the conditions of the Owner’s Project Requirements (OPR), Basis of Design (BOD) and contract documents.

7.2 Compliance Method:

The components of the commissioning report include the following and are defined as follows:

1. Executive summary of process and results of commissioning program, including observations, conclusions and any outstanding items.
2. History of any system deficiencies and how resolved a. Include outstanding deficiencies and plans for resolution b. Include plans for seasonal testing scheduled for a later date
3. System performance test results and evaluations
4. Summary of training process completed and scheduled
5. Attach commissioning process documents a. Commissioning plan b. Owner’s Project Requirements (OPR) c. Basis of Design (BOD)

d. Executed installation checklists

e. Executed Functional Performance Test (FPT) forms

f. Recommendations for end-of-warranty review activities

7.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by: a) Receipt of a copy of the commissioning report, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Report has been completed.

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PART 2 SAMPLE FORMS AND TEMPLATES FOR COMMISSIONING

Note: Following are examples of templates and/or forms that may be used or adopted for verification compliance with commissioning. Code users may provide their own documents as permitted by the enforcing agency. For each subsection of commissioning, samples are provided; in a few cases with narrative templates, and in most cases with compliance forms. Simplified forms or more detailed forms, but not both, may be selected to submit for each project.

CALGreen COMPLIANCE FORM

OWNER’S PROJECT REQUIREMENTS (OPR)

The following form may be required to be printed on the permit set of construction drawings or submitted separately. Italicized text indicates direct or partial quotes from the CALGreen Code.

CALGreen Commissioning Requirement 5.410.2.1, Owner’s Project Requirements (OPR)

5.410.2.1 Owner’s or Owner representative’s Project Requirements (OPR). [N] The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. This documentation shall include the following: 1. Environmental and sustainability goals. 2. Building sustainable goals. 3. Indoor environmental quality requirements. 4. Project program, including facility functions and hours of operation, and need for after hours operation. 5. Equipment and systems expectations. 6. Building occupant and operation and maintenance (O&M) personnel expectations.

l include the_ following: 1. Environmental and sustainability goals. 2. Building sustainable goals. 3. Indoor environmental quality requirements. 4. Project program, including facility functions and hours of operation, and need for after hours operation. 5. Equipment and systems expectations. 6. Building occupant and operation and maintenance (O&M) personnel expectations.

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Owner/Owner’s Representative Signature Date

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OWNER’S PROJECT REQUIREMENTS (OPR)

COMPLIANCE CHECKLIST

INCORPORATE THIS FORM IN THE PLANS

Project Address: _________________________________________________________

Permit Number: _____________________________

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Owner/Owner’s Representative Acknowledgement

Owner’s Project Requirements (OPR). The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. The OPR includes the elements listed above and they have been approved by the Owner or Owner’s Representative.

Name: _______________________________ Owner Owner’s Representative

Company Name (if applicable): ________________________

Signature: ________________________ Date: ___________

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BASIS OF DESIGN (BOD)

COMPLIANCE TEMPLATE

Documentation of the Basis of Design (BOD) is a step required for compliance with CALGreen Code, Section 5.410.2.2, for newly constructed buildings greater than 10,000 square feet. This template is a guide for use by the design team.

1. Renewable Energy Systems

1.1. Narrative Description of System A. [System type(s), location, inverter type, control type, performance, efficiency, energy savings, payback period] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]

1.2. Reasons for System Selection

[Reasons that the selected renewable energy systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, space constraints, cost, owner preferences, ease of maintenance, etc.)]

1.3. Renewable Energy System Generation Calculations

[Describe sizing calculation method, assumptions and results]

2. Landscape Irrigation Systems

2.1. Narrative Description of System A. [System type(s), location, control type, performance, efficiency, water savings] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]

2.2. Reasons for System Selection

[Reasons that the selected landscape irrigation systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, cost, owner preferences, ease of maintenance, etc.)]

2.3. Landscape Irrigation System Calculations

[Describe sizing calculation method, assumptions and results]

3. Water Reuse Systems

3.1. Narrative Description of System A. [System type(s), location, space requirements, equipment requirements, control type, performance, efficiency, potable water savings, payback period] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]

3.2. Reasons for System Selection

[Reasons that the selected water reuse systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, space constraints, cost, owner preferences, ease of maintenance, etc.)]

3.3. Water Reuse System Calculations

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BASIS OF DESIGN (BOD)

COMPLIANCE CHECKLIST

[Describe sizing calculation method, assumptions and results]

INCORPORATE THIS FORM IN THE PLANS

Project Address: ________________________________________________________

Permit Number: _____________________________

Architect/Engineer/Designer Acknowledgement
I hereby acknowledge the Basis of Design (BOD) document has been completed and meets the Owner’s Project Requirements (OPR).

Commissioning Agent Acknowledgment

I have reviewed the Basis of Design (BOD) and verified that it meets the Owner’s Project Requirements (OPR):

Name: _____________________________________________

Company Name (if applicable): ____________________________________________

Agent’s Signature: __________________________________ Date: ___________

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Cx MEASURES IN CONSTRUCTION DOCUMENTS

COMPLIANCE FORM

The following form may be required to be printed on the permit set of construction drawings or submitted separately.

CALGreen Commissioning Requirement 5.410.2, Commissioning Measures in the Construction Documents

5.410.2. Commissioning measures shall be shown in the construction documents.

The commissioning measures shown in the construction documents include the checked elements listed below and have been approved by the owner, owner’s representative or designer of record.

1. These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

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Owner / Owner’s Representative Date or Designer of Record Signature

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Cx MEASURES IN CONSTRUCTION DOCUMENTS

INCORPORATE THIS FORM IN THE PLANS

Project Address: ________________________________________________________

Permit Number: _____________________________

Commissioning Agent Acknowledgment

I have reviewed the construction documents listed above and verified their compliance with the Owner’s Project Requirements (OPR), Basis of Design (BOD) and commissioning plan.

Name: _______________________________________

Company Name (if applicable): _____________________________________________

Agent’s Signature: __________________________________ Date: ______________

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COMMISSIONING PLAN

COMPLIANCE FORM

The following form may be required to be printed on the permit set of construction drawings or submitted separately.

CALGreen Commissioning Requirement 5.410.2.3, Commissioning Plan

5.410.2.3 Commissioning plan. [N] Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned. The commissioning plan shall include the following:

(See Cx plan elements checklist below.)

The commissioning plan should be started during the design phase of the building project. Include the checked elements listed below and approved by the owner or owner’s representative.

1. These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

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Owner / Owner’s Representative Signature Date

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COMMISSIONING PLAN

COMPLIANCE CHECKLIST

INCORPORATE THIS FORM IN THE PLANS

Project Address: ________________________________________________________

Permit Number: _____________________________

1. The following systems shall be tested: renewable energy systems, landscape irrigation systems and water reuse systems.

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FUNCTIONAL PERFORMANCE TESTING

COMPLIANCE FORM

CALGreen Commissioning Requirement 5.410.2.4, Functional Performance Testing

5.410.2.4 Functional performance testing. [N] Functional performance tests shall demonstrate the correct installation and operation of each component, system and system-to-system interface in accordance with the approved plans and specifications. Functional performance testing reports shall contain information addressing each of the building components tested, the testing methods utilized, and include any readings and adjustments made.

Test forms have been developed for each piece of commissioned equipment and system and include the checked elements listed below. These tests have been executed with deficiencies corrected.

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Cx Coordinator Signature Date

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FUNCTIONAL PERFORMANCE TESTING

COMPLIANCE FORM

THIS FORM IS TO BE COMPLETED FOR THE TIME OF INSPECTION

Project Address: _______________________________________________________

Permit Number: ___________________________

List the functional test reports below for all systems to be tested (see Form 5.4-8.1, item #9).

MINIMUM REQUIREMENTS FOR TEST REPORT

1. Date and Party – Identification of the date of the test and the party conducting the test.

2. Signature Block – Signature of the designated commissioning lead and the equipment-installing contractor attesting that the recorded test results are accurate.

3. Prerequisites – Any conditions or related equipment checkout or testing that needs to be completed before conducting this test.

4. Precautions – Identification of the risks involved to the test team members and the equipment and how to mitigate them.

5. Instrumentation – Listing of the instrumentation and tools necessary to complete the test.

6. Reference – In each procedure item, identify the source for what is being confirmed (e.g., sequence of operation ID, operating feature, specification requirement, etc.)

7. Test Instructions – Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should be performed.

8. Acceptance Criteria – Measurable pass/fail criteria for each step of the test, as applicable.

9. Results – Expected system response and space to document the actual response, readings, results and adjustments.

10. Return to Normal – Instructions that all systems and equipment are to be returned to their as-found state at the conclusion of the tests.

11. Deficiencies – A list of deficiencies and how they were mitigated.

Commissioning Agent Acknowledgment

I have reviewed the test reports listed above and verified that they are complete; these tests have been executed with deficiencies

corrected.

Name: _______________________________________

Company Name (if applicable): ________________________________________

Agent’s Signature: ____________________________ Date: ______________

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CALGreen Commissioning Requirement 5.410.2.5.1, Documentation and Training — Systems Manual

5.410.2.5.1 Systems Manual. [N] Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative. The systems manual shall include the following:

(See elements checklist below.)

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Owner/Owner’s Representative Signature Date

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SYSTEM OPERATIONS TRAINING

COMPLIANCE FORM

CALGreen Commissioning Requirement 5.410.2.5.2, System Operations Training

5.410.2.5.2 Systems Operations Training. [N] A program for training of the appropriate maintenance staff for each equipment type and/or system shall be developed and documented in the commissioning report and shall include the following.

(See elements checklist below.)

The written training program includes the checked elements listed below.

The owner or owner’s representative attests that when the appropriate maintenance staff are made available prior to certificate of occupancy that the written training program was executed with these staff. Or, if appropriate maintenance staff are not available, that the written training program was submitted and approved by the owner or owner’s representative.

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Owner/Owner’s Representative Signature Date

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SYSTEM OPERATIONS TRAINING

COMPLIANCE FORM

THIS FORM IS TO BE COMPLETED PRIOR TO INSPECTION

Project Address: _________________________________________________________

Permit Number: _____________________________

Part One: Systems Manual

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Part Two: Training

Owner/Owner’s Representative Acknowledgment

Documentation of the operation aspects of the building shall be completed within the systems manual and delivered to the building owner or representative and facilities operator. The systems manual includes the elements listed in part one of this form;

or

When the appropriate maintenance staff is made available prior to the certificate of occupancy, the written training program will be executed to these staff. The written training program includes the elements listed in part two of this form.

Name: _______________________________ Owner Owner’s Representative

Company Name (if applicable): _____________________________________ Signature: ___________________________________ Date: _____________

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COMMISSIONING REPORT

COMPLIANCE FORM

CALGreen Commissioning Requirement 5.410.2.6, Commissioning Report

5.410.2.6 Commissioning Report. [N] A report of commissioning process activities undertaken through the design and construction phases of the building project shall be completed and provided to the owner or representative.

The commissioning report should include the checked elements listed below and should be approved by the owner or owner’s representative.

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Owner/Owner’s Representative Signature Date

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COMMISSIONING REPORT

COMPLIANCE FORM

THIS FORM IS TO BE COMPLETED PRIOR TO INSPECTION

Project Address: ________________________________________________________

Permit Number: _____________________________

Owner and Commissioning Agent Acknowledgment The commissioning report includes the items listed above and is approved by the owner/owner’s representative and commissioning agent below.

1. Owner/Owner’s Representative The commissioning report includes the items listed above and have been approved by the owner or owner’s representative. Name: ______________________________________ Owner Owner’s Representative

Company Name (if applicable): _________________________________ Signature: _________________________________ Date: ___________

2. Commissioning Agent Name: ______________________________________

Company Name (if applicable): _________________________________

Signature: _________________________________ Date: ___________

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FOR REFERENCE ONLY: The following table has been reprinted from the IES TM-15-11 Reference standard, see Section 5.106.8.

IES TM-15-11 TABLE A-1—BACKLIGHT RATINGS (Maximum Zonal Lumens)

FOR REFERENCE ONLY: The following table has been reprinted from the California Energy Code, Part 6, Title 24, see Section 5.106.8.

TABLE 130.2-A—UPLIGHT RATINGS (Maximum Zonal Lumens)

FOR REFERENCE ONLY: The following table has been reprinted from the California Energy Code, Part 6, Title 24, see Section 5.106.8.

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CALIFORNIA GREEN BUILDING STANDARDS CODE – MATRIX ADOPTION TABLE

APPENDIX A4 – RESIDENTIAL VOLUNTARY MEASURES

(Matrix Adoption Tables are nonregulatory, intended only as an aid to the code user. See Chapter 1 for state agency authority and building applications.)

The state agency does not adopt sections identified by the following symbol: †.

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APPENDIX A4-2 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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A4 RESIDENTIAL VOLUNTARY MEASURES

Some of the measures contained in this appendix are not mandatory unless adopted by a city, county, or city and county as specified in Section 101.7 and provide additional measures that designers, builders and property owners may wish to consider during the planning, design and construction process.

DIVISION A4.1 – PLANNING AND DESIGN

PREFACE

Given that land use and planning are largely regulated locally, cities, counties, and cities and counties should consider reducing greenhouse gas emissions associated with development through local land-use practices in conjunction with enforcing the provisions of this code. Specific land use strategies a city, county, or city and county may wish to consider include but are not limited to the following:

Site selection. Develop sites for buildings, hardscape, roads or parking areas consistent with the local general plan and regional transportation plan pursuant to SB 375 (Stats 2008, Ch. 728).

Regional sustainable communities strategy. Site selection and building design and use shall conform the project with the prevailing regional sustainable communities strategy or alternative planning strategy, whichever meets the greenhouse gas target established by the California Air Resources Board pursuant to SB 375 (Stats. 2008, Ch. 728), including the general location of uses, residential densities and building intensities.

Transit priority projects. To qualify as a transit priority project, the project shall meet three criteria:

(1) (a) contain at least 50 percent residential use, based on total building square footage and, if the project contains between 26 and 50 percent nonresidential uses, a floor area ratio of not less than 0.75; (b) provide a minimum net density of at least 20 dwelling units per acre; and (c) be within one-half mile of a major transit stop or high-quality transit corridor included in a regional transportation plan as described in Section 21155 of Stats. 2008, Ch. 728;

ilding square footage and, if the project contains between 26 and 50 percent nonresidential uses, a floor area ratio of not less than 0.75; (b) provide a minimum net density of at least 20 dwelling units per acre; and (c) be within one-half mile of a major transit stop or high-quality transit corridor included in a regional transportation plan as described in Section 21155 of Stats. 2008, Ch. 728;

(2) be consistent with the prevailing sustainable communities strategy or alternative planning strategy, whichever meets the greenhouse gas target established by the California Air Resources Board, including the general location of uses, residential densities and building intensities; and

(3) have all necessary entitlements required by the applicable local government.

Note: For additional information, see Government Code Sections 65080, 65080.1, 65400 and 65470, and Public Resources Code Sections 21061.3 and 21155.