Commissioning requirements, OPR, plans, reports and sample forms

Grounded in the retrieved California Green Building Standards Code (CALGreen) — click a citation to read the verbatim passage:

• CALGreen § 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]

  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.

• CALGreen § 8-31 High relevance — show source text

  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.

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  FUNCTIONAL PERFORMANCE TESTING

  COMPLIANCE FORM

  CALGreen Commissioning Requirement 5.410.2.4, Functional Performance Testing

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

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

  Col1	FUNCTIONAL TEST ELEMENTS	INCLUDED
  1.	Date and parties participating	
  2.	Signature block attesting test is complete and accurate	
  3.	Prerequisites	
  4.	Precautions	
  5.	Instrumentation required	
  6.	Reference to the source of what is being confirmed (sequences, packaged features, etc.)	
  7.	Detailed step-by-step test instructions	
  8.	Acceptance criteria	
  9.	Results	
  10.	Confirmation of returning to normal	
  11.	Deficiency list	

  ---

  Cx Coordinator Signature Date

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• CALGreen § 5.410.2.6 High relevance — show source text

  CALGreen Commissioning Requirement 5.410.2.6, Commissioning Report

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

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

  Col1	COMMISSIONING REPORT ELEMENTS	INCLUDED
  1.	Executive summary with conclusions and outstanding issues	
  2.	History of system deficiencies and resolution	
  3.	Summary of system functional test results	
  4.	Summary of training completion	
  5.	Attachments of commissioning plan, OPR, BOD, executed (filled in) installation checklists, executed func- tional tests, recommendations for end-of-warranty review	

  ---

  Owner/Owner’s Representative Signature Date

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  COMMISSIONING REPORT

  COMPLIANCE FORM

  THIS FORM IS TO BE COMPLETED PRIOR TO INSPECTION

  Project Address: ________________________________________________________

  Permit Number: _____________________________

  ITEM #	COMMISSIONING REPORT ELEMENTS	PAGE NUMBER IN COMMISSIONING REPORT DOCUMENT
  1	EXECUTIVE SUMMARY
  	Executive summary of process and results of commissioning program (include observations, conclusions and any outstanding items)
  2	HISTORY OF ANY SYSTEM DEFICIENCIES AND HOW RESOLVED
  	Outstanding deficiencies and plans for resolution
  	Plans for seasonal testing scheduled for a later date
  3	RESULTS
  	System performance test results and evaluations
  4	SUMMARY OF TRAINING
  	Summary of training process completed and scheduled
  5	ATTACH COMMISSIONING PROCESS DOCUMENTS
  	Commissioning plan
  	Owner’s Project Requirements (OPR)
  	Basis of Design (BOD)
  	Executed installation checklists
  	Executed Functional Performance Test (FPT) forms
  	Recommendations for end-of-warranty review activities

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

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

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

  2. Commissioning Agent Name: ______________________________________

  Company Name (if applicable): _________________________________

  Signature: _________________________________ Date: ___________

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

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

• CALGreen § 7.3 High relevance — show source text

  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)

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

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

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

  Col1	OPR ELEMENTS	INCLUDED
  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 O&M personnel expectations.	

  ---

  Owner/Owner’s Representative Signature Date

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  OWNER’S PROJECT REQUIREMENTS (OPR)

  COMPLIANCE CHECKLIST

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: _________________________________________________________

  Permit Number: _____________________________

• CALGreen § 8-29 High relevance — show source text

  shown in the specifications and cross referenced| |2|List of commissioned equipment and systems| |3|Cx roles and responsibilities of all parties| |4|Meeting requirements| |5|Commissioning schedule management procedures| |6|Procedures for addressing outstanding issues or noncompliance| |7|Requirements for execution and documentation of installation and equipment start-up| |8|Specific testing requirements for each system type| |9|Submittal review and approval requirements| |10|Contents and approval process of the commissioning plan| |11|Cx documentation and reporting requirements| |12|Facility staff training requirements and verification procedures| |13|O&M manual review and approval procedures| |14|Systems manual development and approval procedures| |15|Definitions|

  Commissioning Agent Acknowledgment

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

  Name: _______________________________________

  Company Name (if applicable): _____________________________________________

  Agent’s Signature: __________________________________ Date: ______________

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  COMMISSIONING PLAN

  COMPLIANCE FORM

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

  CALGreen Commissioning Requirement 5.410.2.3, Commissioning Plan

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

  (See Cx plan elements checklist below.)

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

  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,

• CALGreen § 8-10 High relevance — show source text

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Title 23, Waters, California Code of Regulations

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

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  Commissioning Referenced Standards for Non-Energy Systems

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

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

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  PART 1 STANDARDS FOR COMPLIANCE WITH BUILDING COMMISSIONING

  Reference: Section 5.410.2, Commissioning.

  Introduction:

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

  Definitions used in the CALGreen Cx Reference standard:

  Acronyms

  BOD Basis of Design

  Cx Commissioning

  FPT Functional Performance Test

  HVAC Heating, Ventilating and Air-Conditioning

  O&M Operations and Maintenance

  OPR Owner’s Project Requirements

  Glossary:

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

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

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

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

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

• CALGreen § 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.

• CALGreen § 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

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

         See (Section 5.410.2.4) FPT guidance for more information
  

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

• CALGreen § 8-17 High relevance — show source text

  • Refer to the OPR and BOD documents

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

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

         See (Section 5.410.2.4) FPT guidance for more information
  

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

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

  4.3 Enforcement:

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

  Reference: 5 Functional performance testing

  CALGreen Section 5.410.2.4, Functional performance testing.

  5.1 Intent:

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

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

  1. Renewable energy systems

  2. Landscape irrigation systems

  3. Water reuse systems

  5.2 Compliance Method:

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

• CALGreen § 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.

• CALGreen § 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

  8-30 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  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

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

• CALGreen § 5-26 High relevance — show source text

  5-26 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  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.