Title 24 · California Energy Code

What commissioning and functional testing requirements apply to HVAC systems?

For commercial buildings in California, HVAC systems must be commissioned starting in design: document Owner’s Project Requirements and Basis of Design, produce a permit‑ready commissioning plan with measurable acceptance criteria, have trained personnel run functional performance tests that verify equipment and control sequences, and deliver a systems manual, training, and a commissioning report to the owner.

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Last reviewed: July 6, 2026

What the code requires — 2-4 sentences

Commissioning of commercial and institutional HVAC systems must be built into the design and construction process so the installed systems meet the Owner’s Project Requirements (OPR) and Basis of Design (BOD). The California Mechanical Code Appendix E requires a documented commissioning plan, functional performance testing (FPT), post‑construction documentation and training, and a commissioning report (§ E 802.1, § E 802.4–E 802.7). The California Green Building Standards Code (CalGreen) and the California Energy Code (Title 24) have matching requirements and cross‑references; Energy Code § 120.8(g) explicitly requires FPT for energy‑related systems.

Commissioning must be started in design and include a written commissioning plan, FPT that proves equipment and system interfaces work as designed, and delivery of a systems manual, training, and a commissioning report.

Requirements in detail

Scope and applicability

  • Applicability: Commissioning provisions in Appendix E apply to commercial and institutional HVAC systems; CalGreen applies commissioning for new buildings 10,000 ft² and over (with listed exceptions). § E 801.1; § 5.410.2.

Who must perform commissioning

  • Trained personnel: Commissioning shall be “performed … by personnel trained and certified in commissioning by a nationally recognized organization” and by personnel with experience on projects of comparable size and complexity. § E 802.1; CalGreen guidance on selecting trained personnel.

Required documents and deliverables (overview)

  • Owner’s Project Requirements (OPR) documented before design. § E 802.2; § 5.410.2.1.
  • Basis of Design (BOD) prepared at design phase and updated as needed. § E 802.3; § 5.410.2.2.
  • Commissioning Plan (Cx Plan) started in design and completed prior to permit issuance; must list systems, functions to test, test conditions, measurable acceptance criteria, team and schedule. § E 802.4; § 5.410.2.3; § 120.8(f).
  • Functional Performance Testing (FPT) demonstrating correct installation and operation of each component and system‑to‑system interface; reports must document test methods, readings and adjustments. § E 802.5; § 5.410.2.4; § 120.8(g).
  • Systems manual and training delivered to owner/facilities operator; training for maintenance staff documented in the commissioning report. § E 802.6–E 802.6.2; § 5.410.2.5; § 120.8(h).
  • Commissioning report summarizing activities, FPT results, deficiencies and training; provided to owner. § E 802.7; § 5.410.2.6.

Decision‑relevant dimensions (table)

Decision factor What the code requires Code reference
Building size threshold (CalGreen) Commissioning required for new buildings ≥ 10,000 ft² (nonresidential mandatory); exceptions listed. Bold threshold. § 5.410.2
Systems covered HVAC systems and controls, water heating, renewable energy, and system interfaces; HVAC specifically in CMC App E. § E 801.1, § E 802.3, § 5.410.2
Commissioning plan timing Start in design; completed prior to permit issuance; must include measurable acceptance criteria and test plans. § E 802.4, § 5.410.2.3, § 120.8(f)
Personnel qualification Commissioning by trained and certified personnel with relevant experience. § E 802.1; CalGreen guidance
FPT content Tests must show correct installation and operation for each component, system and system‑to‑system interface; reports include methods, readings, adjustments, and deficiencies. § E 802.5, § 5.410.2.4, § 120.8(g)
Deliverables Systems manual, systems operations training, commissioning report delivered to owner. § E 802.6–E 802.7, § 5.410.2.5–5.410.2.6, § 120.8(h)
TAB / Acceptance tests cross‑reference Energy Code FPT must reference acceptance test requirements in § 120.5, 130.4, 140.9, 160.3(d), 160.5(e) as applicable. § 120.8(g)

Minimum content required in FPT procedures and reports

CalGreen and the Energy Code list specific elements that each test procedure/report must include: date and party, signature block, prerequisites, precautions, instrumentation, reference to sequence/requirement being verified, test instructions, measurable acceptance criteria, results, return to normal, and deficiency log. § 5.410.2.4; § 120.8(g).

Acceptance & enforcement

  • The CMC Appendix E Part II (Acceptance) requires that commissioning acceptance be verified via visual inspection, review of certifications, and functional tests, and that acceptance details be included in construction documents. § E 803.0–E 803.2.
  • Local enforcing agencies may confirm compliance at plan intake by receipt of the commissioning plan or an owner attestation form. § 5.410 guidance.

Exceptions & special cases

  • CalGreen exemptions: Unconditioned warehouses of any size, conditioned accessory spaces < 10,000 ft² within unconditioned warehouses, tenant improvements < 10,000 ft², and open parking garages. § 5.410.2 exceptions.
  • Energy Code exception: Healthcare facilities are excepted from the Energy Code text exception to § 120.8(g) (the file shows an exception note — review local rules for healthcare-specific requirements). § 120.8(g) exception.
  • Roles can be split: TAB contractor, mechanical/electrical contractor, and controls contractor may share FPT tasks — but the commissioning acceptance documentation and roles must be clear in the construction documents. § E 803.2.

If you need to confirm a specific occupancy (e.g., OSHPD‑regulated healthcare, data centers) or project type, consult the local enforcing agency because additional rules or exceptions can apply. The retrieved files do not replace locality determinations.

Common mistakes

  • Not starting the commissioning plan in design (Cx Plan must start in design and be completed prior to permit). § E 802.4, § 120.8(f).
  • Writing vague acceptance criteria — the Cx Plan and FPT forms must include measurable pass/fail criteria. § E 802.4, § 5.410.2.3–.4.
  • Treating commissioning as only TAB (test & balance). FPT must verify sequence of operation, controls, safeties, modes, staging, and interfaces — beyond airflow/flows alone. § 5.410.2.4; § 120.8(g).
  • Omitting training or systems manual from final deliverables — both are required and must be documented in the commissioning report. § E 802.6–E 802.7, § 5.410.2.5–.6.
  • Using unqualified personnel for commissioning tasks when the code requires trained and certified staff for projects of comparable scope. § E 802.1.

Worked example — 25,000 ft² office building with packaged HVAC and 50‑ton chiller

Scenario summary:

  • New office building, conditioned floor area = 25,000 ft² (≥ 10,000 ft², so CalGreen commissioning applies). § 5.410.2.
  • HVAC scope: two 15‑ton rooftop AHUs, one 50‑ton water‑cooled chiller, VAV boxes, building automation system (BAS).

Step‑by‑step application of the code:

  1. Owner documents the OPR before design (energy goals, ventilation, schedules). § E 802.2, § 5.410.2.1.
  2. Design team produces the BOD showing how the design meets the OPR, covering HVAC, water heating, controls, chiller. § E 802.3, § 5.410.2.2.
  3. Prepare the Commissioning Plan during design and complete prior to permit: list tests for the two AHUs, chiller, VAV sequences, BAS interfaces; specify measurable acceptance criteria (example: AHU supply temp within ±2°F of setpoint at nominal flow; VAV min flow no greater than X cfm, etc.). § E 802.4, § 120.8(f).
  4. Hire trained commissioning personnel (or third‑party CxA) to witness and execute FPT procedures. § E 802.1.
  5. Execute Functional Performance Tests:
    • AHU FPT: test economizer operation, supply/return dampers, staging, alarms, occupied/unoccupied modes. Record instrumentation, prerequisites, step instructions, acceptance criteria, actual results, and adjustments. § 5.410.2.4, § E 802.5.
    • Chiller FPT: verify chiller starts/stops, staging, safeties, chilled‑water temperatures and entering/leaving water temps at design load and at reduced load where possible; include TAB verification of chilled‑water flow. § 120.8(g) cross‑ref to acceptance tests.
  6. Document systems manual and provide operations training for maintenance staff (overview, O&M tasks, record drawings). § E 802.6, § 5.410.2.5.
  7. Produce the commissioning report with FPT results, outstanding deficiencies and resolutions, and owner sign‑off. § E 802.7, § 5.410.2.6.

Numeric examples of acceptance criteria you could include in the Cx Plan (illustrative — must be project‑specific):

  • AHU‑1 supply air temperature: within ±2°F of setpoint at nominal flow (measured at coil outlet). (Codified requirement: measurable acceptance criteria required — see § E 802.4).
  • Chilled‑water flow: within ±5% of design flow during chiller FPT (include TAB verification). (Energy Code cross‑references TAB/acceptance tests — § 120.8(g)).

Common related provisions (quick list)

  • § E 801.1 — Scope: HVAC systems commissioning (CMC Appendix E).
  • § E 802.1–E 802.7 — Commissioning requirements, OPR, BOD, Commissioning Plan, FPT, documentation, report (CMC Appendix E).
  • § E 803.0–E 803.2 — Commissioning acceptance, construction document requirements, roles and responsibilities (CMC Appendix E Part II).
  • § 5.410.2 (CalGreen) — Commissioning for new buildings ≥10,000 ft²: OPR, BOD, Cx Plan, FPT, documentation/training, commissioning report.
  • § 5.410.2.3–5.410.2.6 — Detailed CalGreen requirements for Cx Plan, FPT, documentation/training, and commissioning report.
  • § 120.8 (Title 24 / California Energy Code) — Commissioning measures in construction documents, Cx Plan timing, § 120.8(g) FPT, and § 120.8(h) documentation/training cross‑references to TAB and other acceptance tests.

Code references

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

  • § 801.0 High relevance — show source text

    Part I

    E 801.0 Heating, Ventilation, and Air Conditioning Systems Commissioning. E 801.1 Applicability. The provisions of this section apply to the commissioning of commercial and institutional HVAC systems.

    E 802.0 Commissioning. E 802.1 Commissioning Requirements. HVAC commissioning shall be included in the design and construction processes of the project to verify that the HVAC systems and components meet the owner’s project requirements and in accordance with this appendix. Commissioning shall be performed in accordance with this appendix by personnel trained and certified in commissioning by a nationally recognized organization. Commissioning requirements shall include the following:

    (1) Owner’s project requirements

    (2) Basis of design

    (3) Commissioning measures shown in the construction doc uments

    (4) Commissioning plan

    (5) Functional performance

    (6) Testing

    (7) Post construction documentation and training

    (8) Commissioning report

    2025 CALIFORNIA MECHANICAL CODE 479

    ), Copyright © 2025 IAPMO, and may not be used for any other purpose or distributed to any other persons or parties.

    APPENDIX E

    HVAC systems and components covered by this appendix as well as process equipment and controls, and renewable energy systems shall be included in the scope of the commissioning requirements. E 802.2 Owner’s Project Requirements (OPR). The performance goals and requirements of the HVAC system shall be documented before the design phase of the project begins. This documentation shall include not less than the following:

    (1) Environmental and sustainability goals

    (2) Energy efficiency goals

    (3) Indoor environmental quality requirements

    (4) Equipment and systems performance goals

    (5) Building occupant and O&M personnel expectations E 802.3 Basis of Design (BOD). A written explanation of how the design of the HVAC system 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. The basis of design document shall cover not less than the following systems:

    (1) Heating, ventilation, air conditioning (HVAC) systems and controls

    (2) Water heating systems

    (3) Renewable energy systems E 802.4 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. The commissioning plan shall include not less than the following:

    (1) General project information

    (2) Commissioning goals

    (3) Systems to be commissioned. Plans to test systems and components shall include not less than the following:

    (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.

    (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 Section E 802.5 through Section E 802.7 shall be included.

    E 802.5 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 readings and adjustments made.

  • § 608.0 High relevance — show source text

    (3) Heating and cooling equipment in accordance with ACCA Manual S or other equivalent methods.

    E 608.0 Low VOC Solvent Cement and Primer.

    E 608.1 General. Primers and solvent cements used to join plastic pipe, and fittings shall be in accordance with Section E 608.1.1 and Section E 608.1.2.

    E 608.1.1 Solvent Cement. Solvent cement, including one-step solvent cement, shall have a volatile organic compound (VOC) content of less than or equal to 65 ounces per gallon (oz/gal) (487 g/L) for CPVC cement, 68 oz/gal (509 g/L) for PVC cement, and 43 oz/gal (322 g/L) for ABS cement, as determined by the South Coast Air Quality Management District’s Laboratory Methods of Analysis for Enforcement Samples, Method 316A. E 608.1.2 Primer. Primer shall have a volatile organic compound (VOC) content of less than or equal to 73 oz/gal (546 g/L), as determined by the South Coast Air Quality Management District’s Laboratory Methods of Analysis for Enforcement Samples, Method 316A.

    E 701.0 Installer Qualifications.

    E 701.1 Scope. The provisions of this section address minimum qualifications of installers of mechanical systems covered within the scope of this appendix.

    E 702.0 Qualifications.

    E 702.1 General. Where permits are required, the Authority Having Jurisdiction shall have the authority to require contractors, installers, or service technicians to demonstrate competency. Where determined by the Authority Having Jurisdiction, the contractor, installer, or service technician shall be licensed to perform such work.

    Part I

    E 801.0 Heating, Ventilation, and Air Conditioning Systems Commissioning. E 801.1 Applicability. The provisions of this section apply to the commissioning of commercial and institutional HVAC systems.

    E 802.0 Commissioning. E 802.1 Commissioning Requirements. HVAC commissioning shall be included in the design and construction processes of the project to verify that the HVAC systems and components meet the owner’s project requirements and in accordance with this appendix. Commissioning shall be performed in accordance with this appendix by personnel trained and certified in commissioning by a nationally recognized organization. Commissioning requirements shall include the following:

    (1) Owner’s project requirements

    (2) Basis of design

    (3) Commissioning measures shown in the construction doc uments

    (4) Commissioning plan

    (5) Functional performance

    (6) Testing

    (7) Post construction documentation and training

    (8) Commissioning report

    2025 CALIFORNIA MECHANICAL CODE 479

    ), Copyright © 2025 IAPMO, and may not be used for any other purpose or distributed to any other persons or parties.

    APPENDIX E

    HVAC systems and components covered by this appendix as well as process equipment and controls, and renewable energy systems shall be included in the scope of the commissioning requirements. E 802.2 Owner’s Project Requirements (OPR). The performance goals and requirements of the HVAC system shall be documented before the design phase of the project begins. This documentation shall include not less than the following:

    (1) Environmental and sustainability goals

    (2) Energy efficiency goals

    (3) Indoor environmental quality requirements

    (4) Equipment and systems performance goals

  • § 802.3 High relevance — show source text

    (5) Building occupant and O&M personnel expectations E 802.3 Basis of Design (BOD). A written explanation of how the design of the HVAC system 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. The basis of design document shall cover not less than the following systems:

    (1) Heating, ventilation, air conditioning (HVAC) systems and controls

    (2) Water heating systems

    (3) Renewable energy systems E 802.4 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. The commissioning plan shall include not less than the following:

    (1) General project information

    (2) Commissioning goals

    (3) Systems to be commissioned. Plans to test systems and components shall include not less than the following:

    (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.

    (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 Section E 802.5 through Section E 802.7 shall be included.

    E 802.5 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 readings and adjustments made.

    E 802.6 Post Construction Documentation and Train- ing. A system manual and systems operations training are required.

    E 802.6.1 Systems Manual. Documentation of the operational aspects of the HVAC system shall be completed within the systems manual and delivered to the building owner and facilities operator. The systems manual shall include not less than the following:

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

    (2) Site contact information.

    (3) Basic O&M, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, and site events log.

    (4) Major systems.

    (5) Site equipment inventory and maintenance notes.

    (6) Equipment/system warranty documentation and information.

    (7) “As-Built” design drawings.

    (8) Other resources and documentation.

    E 802.6.2 Systems Operations Training. The training of the appropriate maintenance staff for each equipment type or system shall include not less than the following:

    (1) System/Equipment overview (what it is, what it does, and what other systems or equipment it interfaces with).

    (2) Review of the information in the systems manual.

    (3) Review of the record drawings on the system/equip ment.

    E 802.7 Commissioning Report. A complete report of commissioning process activities undertaken through the design, construction, and post-construction phases of the building project shall be completed and provided to the

    owner.

    Part II

    E 803.0 Commissioning Acceptance.

    E 803.1 General. Part II of this appendix provides a means of verifying the commissioning requirements of Section E 802.1. The activities specified in Part II of this appendix includes three aspects, as described as follows:

  • § 4.3 High relevance — show source text

    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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    COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

    1. 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.

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

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

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

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

    5.3 Enforcement:

  • § 5.410.2.4 High relevance — show source text

    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.

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    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.

    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:

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

    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.

    5.410.3 Reserved.

    5.410.4 Testing and adjusting. New buildings less than 10,000 square feet. Testing and adjusting of systems shall be required for new buildings less than 10,000 square feet or new systems to serve an addition or alteration subject to Section 303.1.

    5.410.4.1 Reserved.

    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 system and controls, as well as water heating systems and controls, refer to California Energy Code Section 120.8 for commissioning requirements and Sections 120.5, 120.6, 130.4 and 140.9(b)3 for additional testing requirements of specific systems.

    5.410.4.2 Systems. Develop a written plan of procedures for testing and adjusting systems. Systems to be included for testing and adjusting shall include, as applicable to the project:

    1. Renewable energy systems.

    2. Landscape irrigation systems.

    3. Water reuse systems.

  • § 5-26 High relevance — show source text

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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.

  • § 5.410 High relevance — show source text

    SECTION 5.410—BUILDING MAINTENANCE AND OPERATION

    5.410.1 Recycling by occupants. Provide readily accessible areas that serve the entire building and are identified for the depositing, storage and collection of non-hazardous materials for recycling, including (at a minimum) paper, corrugated cardboard, glass, plastics, organic waste and metals, or meet a lawfully enacted local recycling ordinance, if more restrictive.

    Exception: Rural jurisdictions that meet and apply for the exemption in Public Resources Code 42649.82 (a)(2)(A) et seq. shall also be exempt from the organic waste portion of this section.

    5.410.1.1 Additions. All additions conducted within a 12-month period under single or multiple permits, resulting in an increase of 30 percent or more in floor area, shall provide recycling areas on site.

    Exception: Additions within a tenant space resulting in less than a 30-percent increase in the tenant space floor area.

    5.410.1.2 Sample ordinance. Space allocation for recycling areas shall comply with Chapter 18, Part 3, Division 30 of the Public Resources Code. Chapter 18 is known as the California Solid Waste Reuse and Recycling Access Act of 1991 (Act).

    Note: A sample ordinance for use by local agencies may be found in Appendix A of the document at the CalRecycle’s web site.

    5.410.2 Commissioning. [N] New buildings 10,000 square feet and over. For new buildings 10,000 square feet and over, building commissioning shall be included in the design and construction processes of the building project to verify that the building systems and components meet the owner’s or owner representative’s project requirements. Commissioning shall be performed in accor

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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:

  • § 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.

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

    1. Equipment and systems expectations.
    2. 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.

  • § 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.

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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.

  • § 204.4.2 High relevance — show source text

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

    1. Equipment and systems expectations.
    2. 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.

  • § 10-103 High relevance — show source text

    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.

    (g) 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 acceptance test requirements in Sections 120.5, 130.4, 140.9, 160.3(d) and 160.5(e). 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.

    Exception to Section 120.8(g): Healthcare facilities.

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    NONRESIDENTIAL, HOTEL/MOTEL OCCUPANCIES, AND COVERED PROCESSES—MANDATORY REQUIREMENTS

    (h) Documentation and training. A systems manual and systems operations training shall be completed.

    1. Systems manual. Documentation of the operational 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 shall include the following: A. Site information, including facility description, history and current requirements; B. Site contact information;

    C. Instructions for basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, and a site events log; D. Description of major systems; E. Site equipment inventory and maintenance notes; and F. A copy of all special inspection verifications required by the enforcing agency or the standards. 2. Systems operations training. The training of the appropriate maintenance staff for each equipment type or system shall be documented in the commissioning report.

  • § 10-103 High relevance — show source text
    1. Basis of design;
    2. Design phase design review;
    3. Commissioning measures shown in the construction documents;
    4. Commissioning plan;
    5. Functional performance testing;
    6. Documentation and training; and
    7. 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.

Frequently asked questions

Who must prepare the commissioning plan and when?

The commissioning plan must be prepared during the design phase and completed prior to permit issuance; the owner, design team and the designated commissioning coordinator (Cx lead) typically collaborate on it. § E 802.4; § 5.410.2.3.

Is TAB (test & balance) the same as functional performance testing?

No. TAB verifies flows and pressures; FPT must also verify sequences of operation, controls, safeties, modes (occupied/unoccupied), alarms, and system‑to‑system interfaces. Both can be required and coordinated. § 5.410.2.4; § 120.8(g).

Are small tenant improvements exempt from commissioning?

Many tenant improvements under 10,000 ft² are exempt per CalGreen exceptions, but verify local enforcement rules and whether the Energy Code or occupancy type imposes other requirements. § 5.410.2 exceptions.

What must an FPT report contain?

At minimum: date and parties, signature block, prerequisites, instrumentation, test instructions, measurable acceptance criteria, results, return to normal, and deficiency list. § 5.410.2.4; § 120.8(g).

Do healthcare facilities follow the same FPT rules under § 120.8(g)?

The Energy Code text shows an exception concerning healthcare facilities to a part of § 120.8(g); healthcare is frequently governed by additional OSHPD/healthcare rules — check the specific healthcare provisions and local authority.

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California Energy Code