What commissioning documentation and deliverables are required (OPR, BOD, plan, report)?

Grounded in the retrieved California Energy Code — click a citation to read the verbatim passage:

• § 204.4.1 High relevance — show source text

  The owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The owner and design team shall be responsible for updates to their respective documents, develop and incorporate commissioning requirements into the construction documents and develop and implement a commissioning plan. The CxA shall verify the installation and performance of the systems to be commissioned, verify that training and operation and maintenance documentation have been provided to the owner’s operations staff and complete a commissioning report.

  Commissioning process activities shall be completed for the following energy-related systems, at a minimum:

  1. Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
  2. Lighting and daylighting controls.
  3. Domestic hot water systems.
  4. Renewable energy systems (wind, solar, etc.).
  5. Building envelope systems.

  A6.204.4.1 Owner’s Project Requirements (OPR). The expectations and requirements of the building shall be documented by the owner and the designer before the design phase of the project begins. This shall be reviewed by the CxA. At a minimum, this documentation shall include the following:

  1. Environmental and sustainability goals.
  2. Energy efficiency goals.
  3. Indoor environmental quality requirements.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-3

  on Jul 18, 2025 11:14 AM (CDT) THEREUNDER.

  APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]

  4. Equipment and systems expectations.
  5. Building occupant and O&M personnel expectations.

  A6.204.4.2 Basis of Design (BOD). A written explanation of how the design of the building systems meets the Owner’s Project Requirements shall be completed at the design phase of the building project and updated as necessary during the design and construction phases. This shall be reviewed by the CxA. At a minimum, the Basis of Design document shall cover the following systems:

  1. Heating, ventilation, air conditioning (HVAC) systems and controls.
  2. Indoor lighting system and controls.
  3. Water heating system.
  4. Renewable energy systems.

  A6.204.4.3 Commissioning plan. A commissioning plan shall be completed to document the approach to how the project will be commissioned and shall be started during the design phase of the building project. This shall be reviewed by the CxA. The Commissioning Plan shall include the following at a minimum:

  1. General project information.
  2. Commissioning goals.
  3. Systems to be commissioned. Plans to test systems and components shall include at a minimum: a. A detailed explanation of the original design intent; b. Equipment and systems to be tested, including the extent of tests; c. Functions to be tested;

  d. Conditions under which the test shall be performed; and e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities – plans for the completion of commissioning requirements listed in Sections A6.204.4.4 through A6.204.4.6 shall be included.

• § 8-30 High relevance — show source text

  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.

  Col1	COMMISSIONING PLAN ELEMENTS1	INCLUDED
  1.	General project information	
  2.	Commissioning goals	
  3.	Systems to be commissioned—see BOD
  3a.	An explanation of original design intent	
  3b.	Equipment and systems to be commissioned and tested, including extent of tests	
  3c.	Functions to be tested and conditions of tests1	
  3d.	Conditions under which the test shall be performed
  3e.	Measurable criteria for acceptable performance	
  4.	Cx team information	
  5.	Cx process activities, schedules and responsibilities	

  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.

  ---

  Owner / Owner’s Representative Signature Date

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  COMMISSIONING PLAN

  COMPLIANCE CHECKLIST

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: ________________________________________________________

  Permit Number: _____________________________

  ITEM #	COMMISSIONING PLAN ITEMS1	PAGE NUMBER IN COMMISSIONING PLAN DOCUMENT
  	GENERAL PROJECT INFORMATION
  1	Project name, owner, location
  2	Building type, building area
  3	Overall project commissioning schedule
  4	Contact information for individual/company providing commissioning services
  	COMMISSIONING GOALS
  5	Meet_California Green Building Standards Code_ requirements for commissioning
  6	Meeting OPR and BOD requirements
  7	Carrying out requirements for commissioning activities as specified in plans and specifications
  	SYSTEMS TO BE COMMISSIONED
  8	Explanation of the original design intent (refer to OPR and BOD documents)
  9	Equipment and systems to be tested, functions to be tested, conditions under which the test shall be performed and measurable criteria for acceptable performance
  	COMMISSIONING TEAM INFORMATION
  10	List of all team members and contact information (i.e. owner, owner’s representative, architect, engineers, designated commissioning representative and (if available): general contractor, subcontractors and construction manager)
  	COMMISSIONING PROCESS ACTIVITIES, SCHEDULES and RESPONSIBILITIES
  11	Prescribed commissioning process steps and activities to be accomplished by the Cx team throughout the design to occupancy
  12	Roles and responsibilities for each member of the Cx team for each phase of the work
  13	Required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning effort
  14	Confirmation process for the O&M manual, systems manual and the facility operator and maintenance staff training

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

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-31

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• § 204.4.2 High relevance — show source text

  APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]

  4. Equipment and systems expectations.
  5. Building occupant and O&M personnel expectations.

  A6.204.4.2 Basis of Design (BOD). A written explanation of how the design of the building systems meets the Owner’s Project Requirements shall be completed at the design phase of the building project and updated as necessary during the design and construction phases. This shall be reviewed by the CxA. At a minimum, the Basis of Design document shall cover the following systems:

  1. Heating, ventilation, air conditioning (HVAC) systems and controls.
  2. Indoor lighting system and controls.
  3. Water heating system.
  4. Renewable energy systems.

  A6.204.4.3 Commissioning plan. A commissioning plan shall be completed to document the approach to how the project will be commissioned and shall be started during the design phase of the building project. This shall be reviewed by the CxA. The Commissioning Plan shall include the following at a minimum:

  1. General project information.
  2. Commissioning goals.
  3. Systems to be commissioned. Plans to test systems and components shall include at a minimum: a. A detailed explanation of the original design intent; b. Equipment and systems to be tested, including the extent of tests; c. Functions to be tested;

  d. Conditions under which the test shall be performed; and e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities – plans for the completion of commissioning requirements listed in Sections A6.204.4.4 through A6.204.4.6 shall be included.

  A6.204.4.4 Functional performance testing. 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. This shall be reviewed and verified by the CxA.

  A6.204.4.5 Postconstruction documentation and training. A systems manual and systems operations training are required.

  A6.204.4.5.1 Systems manual. Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner and facilities operator. This shall be reviewed by the CxA. At a minimum, the systems manual shall include the following:

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

  2. Site contact information.

  3. Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.

  4. Major systems.

  5. Site equipment inventory and maintenance notes.

  6. Other resources and documentation.

  A6.204.4.5.2 Systems operations training. The CxA shall oversee the training of the appropriate maintenance staff for each equipment type and/or system. The training shall include, as a minimum, the following:

  1. System/equipment overview (what it is, what it does and what other systems and/or equipment it interfaces with).
  2. Review of the information in the systems manual.
  3. Review of the record drawings on the system/ equipment.

  A6.204.4.6 Commissioning report. The CxA shall create a complete report of commissioning process activities undertaken through the design, construction and postconstruction phases of the building project and provided to the owner.

• § 203.1.1 High relevance — show source text

  [OSHPD 1]**
  **A6.203.1.1 CALGreen Tier 1. [OSHPD 1]**Buildings must comply with the latest edition of
  “Savings By Design, Healthcare Modeling Procedures.”
  A.5.203.1.2 CALGreen Tier 2. [OSHPD 1] Buildings must exceed the latest edition of “Savings
  By Design, Healthcare Modeling Procedures” by 15 percent.||||| |SECTION A6.204 Prescriptive Measures||||| |**A6.204.1 ENERGY STAR equipment and appliances.**All equipment and appliances provided
  by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment
  or appliance.||||| |A6.204.4 Commissioning. Building commissioning for all building systems covered by T24,
  Part 6, process systems and renewable energy systems shall be included in the design and
  construction processes of the building project. Commissioning requirements shall include as
  a minimum items listed in Section A6.204.4.
  **A6.204.4.1 Owner’s Project Requirements (OPR).**Documented before the design phase of
  the project begins the OPR shall include items listed in Section A6.204.4.
  **A6.204.4.2 Basis of Design (BOD).**A written explanation of how the design of the building
  systems meets the OPR shall be completed at the design phase of the building project and
  updated periodically to cover the systems listed in Section A6.204.4.2.
  **A6.204.4.3 Commissioning plan.**A commissioning plan describing how the project will be
  commissioned shall be started during the design phase of the building project and shall
  include as a minimum items listed in Section A6.204.4.3.
  A6.204.4.4 Functional performance testingshall demonstrate the correct installation and
  operation of each component, system and system-to-system interface in accordance with
  the approved plans and specifications.
  **A6.204.4.5 Post construction documentation and training.**A systems manual and
  systems operations training are required.
  **A6.204.4.5.1 Systems manual.**The systems manual shall be delivered to the building
  owner and facilities operator and shall include the items listed in Section A6.204.4.5.1.
  A6.204.4.5.2 Systems operations training. The training of the appropriate maintenance
  staff for each equipment type and/or system shall include as a minimum items listed in
  Section A6.204.4.5.2.
  **A6.204.4.6 Commissioning report.**A complete report of commissioning process activities
  undertaken through the design, construction and postconstruction phases of the building
  project shall be completed and provided to the owner.||
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  || |**A6.204.6 Building orientation and shading.

• § 5-26 High relevance — show source text

  5-26 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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  NONRESIDENTIAL MANDATORY MEASURES

  dance with this section by trained personnel with experience on projects of comparable size and complexity. For I-occupancies that are not regulated by OSHPD or for I-occupancies and L-occupancies that are not regulated by the California Energy Code Section 100.0 Scope, all requirements in Sections 5.410.2 through 5.410.2.6 shall apply.

  Note: For energy-related systems under the scope (Section 100) of the California Energy Code, including heating, ventilation, air conditioning (HVAC) systems and controls, indoor lighting systems and controls, as well as water heating systems and controls, refer to California Energy Code Section 120.8 for commissioning requirements.

  Commissioning requirements shall include:

  1. Owner’s or owner representative’s project requirements.
  2. Basis of design.
  3. Commissioning measures shown in the construction documents.
  4. Commissioning plan.
  5. Functional performance testing.
  6. Documentation and training.
  7. Commissioning report.

  Exceptions:

  1. Unconditioned warehouses of any size.

  2. Areas less than 10,000 square feet used for offices or other conditioned accessory spaces within unconditioned warehouses.

  3. Tenant improvements less than 10,000 square feet as described in Section 303.1.1.

  4. Open parking garages of any size, or open parking garage areas, of any size, within a structure.

  Note: For the purposes of this section, unconditioned shall mean a building, area or room which does not provide heating and/or air conditioning.

  Informational Note:

  1. Functional performance testing for heating, ventilation, air conditioning systems and lighting controls must be performed in compliance with the California Energy Code.

  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.

  5.410.2.2 Basis of Design (BOD). [N] A written explanation of how the design of the building systems meets the OPR shall be completed at the design phase of the building project. The Basis of Design document shall cover the following systems:

  1. Renewable energy systems.

  2. Landscape irrigation systems.

  3. Water reuse systems.

  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:

  1. General project information.
  2. Commissioning goals.
  3. Systems to be commissioned. Plans to test systems and components shall include: a. An explanation of the original design intent. b. Equipment and systems to be tested, including the extent of tests.

  c. Functions to be tested.

  d. Conditions under which the test shall be performed. e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning shall be included.

• § 3.3 High relevance — show source text

  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

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-17

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  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.

• § 203.2 High relevance — show source text

  SECTION A6.203—PERFORMANCE APPROACH

  A6.203.2 Energy performance. It is the intent of this code to encourage green buildings to achieve exemplary performance in the area of energy efficiency.

  A6.203.2.1 CALGreen Tier 1. [OSHPD 1] To achieve CALGreen [Tier 1, buildings must comply with the latest edition of “Savings By](http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf) Design, Healthcare Modeling Procedures” found online at http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf.

  A6.203.2.2 CALGreen Tier 2. [OSHPD 1] To achieve CALGreen Tier 2, buildings must exceed the latest edition of “Savings By Design, Healthcare Modeling Procedures” by a minimum of 15 percent.

  SECTION A6.204—PRESCRIPTIVE APPROACH

  A6.204.1 ENERGY STAR equipment and appliances. All equipment and appliances provided by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment or appliance.

  A6.204.4 Commissioning. [OSHPD 1 & 4] Building commissioning shall be included in the design and construction processes of the building project to verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design and construction documents.

  The owner and designer shall designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities. The owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The owner and design team shall be responsible for updates to their respective documents, develop and incorporate commissioning requirements into the construction documents and develop and implement a commissioning plan. The CxA shall verify the installation and performance of the systems to be commissioned, verify that training and operation and maintenance documentation have been provided to the owner’s operations staff and complete a commissioning report.

  Commissioning process activities shall be completed for the following energy-related systems, at a minimum:

  1. Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
  2. Lighting and daylighting controls.
  3. Domestic hot water systems.
  4. Renewable energy systems (wind, solar, etc.).
  5. Building envelope systems.

  A6.204.4.1 Owner’s Project Requirements (OPR). The expectations and requirements of the building shall be documented by the owner and the designer before the design phase of the project begins. This shall be reviewed by the CxA. At a minimum, this documentation shall include the following:

  1. Environmental and sustainability goals.
  2. Energy efficiency goals.
  3. Indoor environmental quality requirements.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-3

  on Jul 18, 2025 11:14 AM (CDT) THEREUNDER.

  APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]

  4. Equipment and systems expectations.
  5. Building occupant and O&M personnel expectations.
• § 10-103 High relevance — show source text

  2. Basis of design;
  3. Design phase design review;
  4. Commissioning measures shown in the construction documents;
  5. Commissioning plan;
  6. Functional performance testing;
  7. Documentation and training; and
  8. Commissioning report.

  (b) Owner’s or Owner Representative’s Project Requirements (OPR). The energy-related expectations and requirements of the building shall be documented before the design phase of the project begins. This documentation shall include the following:

  1. Energy efficiency goals;
  2. Ventilation requirements;
  3. Project documentation requirements, including facility functions, hours of operation, and need for after-hours operation;
  4. Equipment and systems expectations; and
  5. Building envelope performance expectations.

  (c) Basis of design (BOD). A written explanation of how the design of the building systems and components meets the OPR shall be completed at the design phase of the building project, and updated as necessary during the design and construction phases. The basis of design document shall cover the following systems and components:

  1. Heating, ventilation, air conditioning (HVAC) systems and controls;
  2. Indoor lighting system and controls;
  3. Water heating systems and controls;
  4. Any other building equipment or system listed in the OPR; and
  5. Any building envelope component considered in the OPR.

  (d) Design phase design review.

  1. Design reviewer requirements. The design reviewer shall be the signer of the Design Review Kickoff Certificate(s) of Compliance and Construction Document Design Review Checklist Certificate(s) of Compliance as specified in Part 1 Section 10-103(a)1.
  2. Design review kickoff. During the schematic design phase of the building project, the owner or owner’s representative, design team and design reviewer must meet to discuss the project scope, schedule and how the design reviewer will coordinate with the project team. The building owner or owner’s representative shall include the Design Review Kickoff Certificate of Compliance form in the certificate of compliance documentation (as specified in Part 1 Section 10-103).
  3. Construction documents design review. The construction documents design review Checklist Certificate of Compliance shall list the items checked by the design reviewer during the construction document review. The completed form shall be returned to the owner and design team for review and sign-off. The building owner or owner’s representative shall include this form in the certificate of compliance documentation (as specified in Part 1 Section 10-103).

  (e) Commissioning measures shown in the construction documents. Complete descriptions of all measures or requirements necessary for commissioning shall be included in the construction documents (plans and specifications). Commissioning measures or requirements shall be clear, detailed and complete to clarify the commissioning process.

  (f) Commissioning plan. Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned and shall be started during the design phase of the building project. The commissioning plan shall include the following:

  1. General project information;
  2. Commissioning goals;
  3. Systems to be commissioned; and
  4. Plans to test systems and components, which shall include: A. An explanation of the original design intent; B. Equipment and systems to be tested, including the extent of tests; C. Functions to be tested;

  D. Conditions under which the test shall be performed; E. Measurable criteria for acceptable performance; F. Commissioning team information; and G. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning requirements listed in Sections 120.8(g) through 120.8(i) shall be included.

• § 1-1 High relevance — show source text

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  APPENDIX A6.1-2 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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  A6 VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]

  DIVISION A6.1 – SITE PLANNING AND DESIGN

  SECTION A6.106—SITE DEVELOPMENT

  A6.106.9 Building orientation. Locate and orient the building as follows:

  1. When site and location permit, orient the building with the long sides facing north and south.
  2. Protect the building from thermal loss, drafts and degradation of the building envelope caused by wind and wind-driven materials such as dust, sand, snow and leaves, with building orientation and landscape features. Note: For information on sun angles and shading, visit: http://www2.aud.ucla.edu/energy-design-tools/.

  Calculations may be made using the Solar-2 tool.

  DIVISION A6.2 – ENERGY EFFICIENCY

  SECTION A6.202—DEFINITIONS

  A6.202.1 Definitions. The following words and terms shall, for the purposes of this chapter and as used elsewhere in this code, have the meanings shown herein.

  ENERGY STAR. A joint program of the US Environmental Protection Agency and the US Department of Energy. ENERGY STAR is a voluntary program designed to identify and promote energy-efficient products and practices.

  SECTION A6.203—PERFORMANCE APPROACH

  A6.203.2 Energy performance. It is the intent of this code to encourage green buildings to achieve exemplary performance in the area of energy efficiency.

  A6.203.2.1 CALGreen Tier 1. [OSHPD 1] To achieve CALGreen [Tier 1, buildings must comply with the latest edition of “Savings By](http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf) Design, Healthcare Modeling Procedures” found online at http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf.

  A6.203.2.2 CALGreen Tier 2. [OSHPD 1] To achieve CALGreen Tier 2, buildings must exceed the latest edition of “Savings By Design, Healthcare Modeling Procedures” by a minimum of 15 percent.

  SECTION A6.204—PRESCRIPTIVE APPROACH

  A6.204.1 ENERGY STAR equipment and appliances. All equipment and appliances provided by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment or appliance.

  A6.204.4 Commissioning. [OSHPD 1 & 4] Building commissioning shall be included in the design and construction processes of the building project to verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design and construction documents.

  The owner and designer shall designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities. The owner shall document the Owner’s Project Requirements (OPR).

• § 3.2 High relevance — show source text

  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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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  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.
• § 5.410.2.1 High relevance — show source text

  Informational Note:

  1. Functional performance testing for heating, ventilation, air conditioning systems and lighting controls must be performed in compliance with the California Energy Code.

  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.

  5.410.2.2 Basis of Design (BOD). [N] A written explanation of how the design of the building systems meets the OPR shall be completed at the design phase of the building project. The Basis of Design document shall cover the following systems:

  1. Renewable energy systems.

  2. Landscape irrigation systems.

  3. Water reuse systems.

  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:

  1. General project information.
  2. Commissioning goals.
  3. Systems to be commissioned. Plans to test systems and components shall include: a. An explanation of the original design intent. b. Equipment and systems to be tested, including the extent of tests.

  c. Functions to be tested.

  d. Conditions under which the test shall be performed. e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning shall be included.

  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.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 5-27

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  NONRESIDENTIAL MANDATORY MEASURES

  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.

  5.410.2.5 Documentation and training. [N] A systems manual and systems operations training are required, including Occupational Safety and Health Act (OSHA) requirements in California Code of Regulations (CCR), Title 8, Section 5142, and other related regulations.

  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:

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

  2. Site contact information.

  3. Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.

  4. Major systems.

  5. Site equipment inventory and maintenance notes.

  6. A copy of verifications required by the enforcing agency or this code.

  7. Other resources and documentation, if applicable.

• § 6.2.3 High relevance — show source text

  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.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-21

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  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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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  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)