CALGreen · California Green Building Standards Code (CALGreen)
What should the Commissioning Report contain and how is it used for enforcement?
The commissioning report is the project’s close‑out record: it must show what was tested, how deficiencies were handled, who was trained, and include the OPR, BOD, Cx Plan and executed test/checklist forms; an inspector can accept the report or a signed attestation that it’s complete (see § 5.410.2.6).
Last reviewed: July 6, 2026
What the code requires — plain English
The Commissioning report is a completed record of the commissioning activities performed during the design and construction phases and must be provided to the owner or the owner’s representative as the project close‑out document. The report must include an executive summary, a history of system deficiencies and their resolution, system performance (functional) test results, a summary of training, and the attachments listed in the code (OPR, BOD, Cx Plan, executed checklists and FPT forms) — all specified in § 5.410.2.6.
The commissioning report certifies that the commissioning process was completed, documents what was tested and trained on, lists unresolved items, and is the paper (or electronic) evidence an inspector can accept to demonstrate compliance. § 5.410.2.6
Requirements in detail
What must be in the Commissioning report (high level)
- Executive summary with observations, conclusions and outstanding items. § 5.410.2.6
- History of system deficiencies showing how they were resolved, including any outstanding deficiencies and plans for seasonal or deferred testing. § 5.410.2.6
- System performance test results and evaluations (the results of Functional Performance Tests). See also Functional Performance Testing requirements in § 5.410.2.4 for minimum content of FPT reports.
- Summary of training delivered to facilities/maintenance staff and schedule for future training if applicable. (See § 5.410.2.5.2 for training content expectations.)
- Attachments: the project Commissioning plan (Cx Plan), Owner’s Project Requirements (OPR), Basis of Design (BOD), executed installation checklists, executed Functional Performance Test (FPT) forms, and recommendations for end‑of‑warranty review activities. § 5.410.2.6
Decision‑relevant dimensions (quick reference table)
| Decision / Item | What the report must show or include | Code Reference |
|---|---|---|
| Executive summary | Observations, conclusions, outstanding items | § 5.410.2.6 |
| Deficiency log | History of deficiencies, how resolved, outstanding items, seasonal testing plans | § 5.410.2.6 |
| Functional test results | Completed test forms, readings, adjustments, signatures (see FPT minimums) | § 5.410.2.6 and § 5.410.2.4 |
| Training record | Summary of training completed and scheduled; attendance or plan | § 5.410.2.6 and § 5.410.2.5.2 |
| Attachments required | Cx Plan, OPR, BOD, executed checklists, executed FPT forms, end‑of‑warranty recs | § 5.410.2.6; crossrefs § 5.410.2.1 – 5.410.2.5 |
| Owner approval | Report should be approved by the owner or owner’s representative (signature block on form) | § 5.410.2.6 |
| Evidence for the inspector | Copy of the Cx report, or signed attestation that report is complete | Enforcement language in § 5.410.2.6 (see Enforcement) |
Format, signatures and attachments
- The code gives a sample compliance form with a signature block where the owner/owner’s representative and the commissioning agent acknowledge inclusion of the required items; the owner’s signature indicates approval. § 5.410.2.6
- FPT reports included as attachments must meet the minimum FPT report requirements (date, party, signature block, prerequisites, instrumentation, step‑by‑step test instructions, acceptance criteria, results, deficiencies). § 5.410.2.4 and sample forms guidance.
How the report is used for enforcement
- Inspectors may confirm compliance during on‑site enforcement by receipt of a copy of the commissioning report, or by receipt of a form signed by the owner or owner’s representative attesting that the Commissioning Report has been completed. This is an explicit enforcement option in the guidance for the Commissioning report. § 5.410.2.6 (Enforcement)
- For plan intake and earlier steps, related commissioning documents (OPR, BOD, Cx Plan, commissioning specifications) are the items the enforcing agency may request for plan review under other commissioning subsections. See §§ 5.410.2.1–5.410.2.3.
Exceptions & special cases
- The code language for enforcement is discretionary: the inspector may accept either a copy of the report or a signed attestation. That means an enforcing agency could require the actual report rather than an attestation if local policy is stricter. § 5.410.2.6 (Enforcement)
- Seasonal or deferred testing that cannot be completed before final inspection must be documented in the report with a plan for completion; the deficiency and plan are part of the required history. § 5.410.2.6
- Energy‑related commissioning that falls under the California Energy Code may have overlapping or additional commissioning/testing rules (see Energy Code cross‑reference in the guidance). Where both codes apply, follow the Energy Code requirements for those systems as well. (See referenced note in § 5.410.4 guidance.)
Common mistakes
- Submitting a report without an owner approval/signature or without a commissioning‑agent acknowledgment (missing the owner/agent signature block). § 5.410.2.6
- Including FPT statements without the minimum FPT details (no instrument listing, no acceptance criteria, no signature attesting to accuracy). See § 5.410.2.4 for required elements of FPT reports.
- Forgetting to attach the OPR, BOD or Cx Plan as required attachments — these are explicitly listed as required attachments. § 5.410.2.6
- Not documenting outstanding deficiencies and a plan to resolve them (including deferred seasonal testing). § 5.410.2.6
Worked example — how a report satisfies the code (concrete)
Project: 50,000 ft² office building with HVAC, lighting controls and a 75 kW rooftop PV array.
What the Commissioning report contains (example items and counts):
- Executive summary: single‑page conclusions and three outstanding items (two resolved, one deferred to winter seasonal testing). § 5.410.2.6
- Deficiency history: 9 deficiencies logged during construction; 8 corrected and signed off; 1 deferred (heat‑recovery economizer check to be performed in winter). Correction actions noted with dates and responsible parties. § 5.410.2.6
- Functional Performance Tests: 12 executed FPT forms attached (HVAC air‑side sequences, VAV box reports, lighting control daylighting tests, PV interconnection verification). Each FPT includes instrumentation, acceptance criteria, results and signature of commissioning lead and installing contractor per § 5.410.2.4 guidance.
- Training: Summary showing two 3‑hour sessions delivered, 4 maintenance staff signed attendance, and training materials location in the systems manual. § 5.410.2.5.2
- Attachments: OPR, BOD, Cx Plan, executed installation checklists, all 12 executed FPT forms, and end‑of‑warranty recommendations. § 5.410.2.6
Enforcement scenario:
- At final inspection the inspector requests compliance evidence. The contractor provides the Commissioning report binder and the owner’s signature page. The inspector accepts the copy as meeting the enforcement option in § 5.410.2.6; if the owner had not signed, the inspector could instead accept a signed attestation that the report is complete.
Related provisions (CALGreen)
- Owner’s Project Requirements (OPR) — § 5.410.2.1
- Basis of Design (BOD) — § 5.410.2.2
- Commissioning plan (Cx Plan) — § 5.410.2.3
- Commissioning measures shown in the construction documents — § 5.410.2
- Functional performance testing — § 5.410.2.4 (minimum FPT report content)
- Documentation & training; systems manual — § 5.410.2.5 and § 5.410.2.5.1 / 5.410.2.5.2
- Enforcement options for commissioning documents at plan intake and on‑site — see enforcement guidance in §§ 5.410.2.1 – 5.410.2.6 (plan intake and inspection discretion).
Code references
Grounded in the retrieved California Green Building Standards Code (CALGreen) — click a citation to read the verbatim passage:
CALGreen § 6.2.3 High relevance — show source text
Review record drawings on the systems/equipment a. Explain location or delivery contact of the record drawings b. Review record drawings, revisions and changes to original design drawings. c. Review equipment schedules and compare with actual installed systems
6.2.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by:
- In the event appropriate maintenance staff is made available to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the written training program and completed attendance forms, or b. Receipt of a form signed by the owner or owner’s representative attesting that the training program and delivery of training has been completed.
- In the event appropriate maintenance staff are unavailable to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the training program provided to the owner or owner’s representative, or b. Receipt of a form signed by the owner or owner’s representative attesting that the written training program has been provided.
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Reference: 7 Commissioning report
CALGreen Section 5.410.2.6, Commissioning report.
7.1 Intent:
The commissioning report documents the commissioning process and test results. The report includes confirmation from the commissioning agent verifying that commissioned systems meet the conditions of the Owner’s Project Requirements (OPR), Basis of Design (BOD) and contract documents.
7.2 Compliance Method:
The components of the commissioning report include the following and are defined as follows:
- Executive summary of process and results of commissioning program, including observations, conclusions and any outstanding items.
- History of any system deficiencies and how resolved a. Include outstanding deficiencies and plans for resolution b. Include plans for seasonal testing scheduled for a later date
- System performance test results and evaluations
- Summary of training process completed and scheduled
- Attach commissioning process documents a. Commissioning plan b. Owner’s Project Requirements (OPR) c. Basis of Design (BOD)
d. Executed installation checklists
e. Executed Functional Performance Test (FPT) forms
f. Recommendations for end-of-warranty review activities
7.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by: a) Receipt of a copy of the commissioning report, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Report has been completed.
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PART 2 SAMPLE FORMS AND TEMPLATES FOR COMMISSIONING
Note: Following are examples of templates and/or forms that may be used or adopted for verification compliance with commissioning. Code users may provide their own documents as permitted by the enforcing agency. For each subsection of commissioning, samples are provided; in a few cases with narrative templates, and in most cases with compliance forms. Simplified forms or more detailed forms, but not both, may be selected to submit for each project.
CALGreen COMPLIANCE FORM
OWNER’S PROJECT REQUIREMENTS (OPR)
CALGreen § 3.2 High relevance — show source text
3.2 Compliance Method:
Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:
Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.
A list of the systems and assemblies covered by the commissioning requirements.
Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead
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iii. Owner, facility staff iv. Architect and design engineers v. Include the noncontractor parties in the construction specifications (information used only to provide the contractor with context for their work).
vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.
Meeting requirements
Commissioning schedule management procedures
Issue and noncompliance management procedures
Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations
Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested
iii. Conditions of test
iv. Acceptance criteria, and any allowed sampling v. Include details of the format and rigor of the test forms required to document test execution vi. Include example forms is recommended 9. Submittal review requirements and approval process. 10. Content, authority and approval process of the commissioning plan. 11. Commissioning documentation and reporting requirements. 12. Facility staff training requirements and verification procedures. 13. O&M manual review and approval procedures. 14. System’s manual development and approval requirements and procedures.
- 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:
- 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.
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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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 DOCUMENT1 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.
- 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: ___________
- Commissioning Agent Name: ______________________________________
Company Name (if applicable): _________________________________
Signature: _________________________________ Date: ___________
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FOR REFERENCE ONLY: The following table has been reprinted from the IES TM-15-11 Reference standard, see Section 5.106.8.
CALGreen § 2.3 High relevance — show source text
Landscape Irrigation Systems a. Provide narrative description of system—type, performance, water usage b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
- Water Reuse Systems a. Provide narrative description of system—type, performance, capacity, reuse purpose b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
2.3 Enforcement:
At their discretion, the building official confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the BOD document, or b) Receipt of a form signed by the architect, engineer or designer of record, attesting that the BOD has been completed and meets the requirements of the OPR.
Reference: 3 Commissioning measures shown in the construction documents
CALGreen Section 5.410.2, Commissioning.
This section provides details for element 3: Commissioning measures shown in the construction documents.
3.1 Intent:
Include commissioning measures or requirements in the construction documents (plans and specifications). Commissioning measures or requirements should be clear, detailed and complete to clarify the commissioning process.
3.2 Compliance Method:
Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:
Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.
A list of the systems and assemblies covered by the commissioning requirements.
Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead
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iii. Owner, facility staff iv. Architect and design engineers v. Include the noncontractor parties in the construction specifications (information used only to provide the contractor with context for their work).
vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.
Meeting requirements
Commissioning schedule management procedures
Issue and noncompliance management procedures
Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations
Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested
iii. Conditions of test
CALGreen § 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:
Site information, including facility description, history and current requirements.
Site contact information.
Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.
Major systems.
Site equipment inventory and maintenance notes.
A copy of verifications required by the enforcing agency or this code.
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:
- System/equipment overview (what it is, what it does and with what other systems and/or equipment it interfaces).
- Review and demonstration of servicing/preventive maintenance.
- Review of the information in the systems manual.
- 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:
Renewable energy systems.
Landscape irrigation systems.
Water reuse systems.
CALGreen § 5.410.2.1 High relevance — show source text
Independent Third-Party Commissioning Professional— A commissioning consultant contracted directly by the owner who is not responsible to, or affiliated with, any other member of the design and construction team.
Operation and Maintenance (O&M) Manuals— Documents that provide information necessary for operating and maintaining installed equipment and systems.
Owner Representative— An individual or entity assigned by the owner to act and sign on the owner’s behalf.
Process Equipment— Energy-using equipment and components that are not used for HVAC, electrical, plumbing and irrigation operations. Such devices would include but are not limited to heat transfer, water purifying, air cleaning, air vacuum and air compressing.
Sequence of Operation— A written description of the intended performance and operation of each control element and feature of the equipment and systems.
Selecting Trained Personnel (for Commissioning)
This code requires that “Commissioning shall be performed in accordance with this section by trained personnel with experience on projects of comparable size and complexity.” The trained personnel manage and facilitate the commissioning process. The trained personnel develop and implement the commissioning tasks and documentation identified in Sections 5.410.2.1 through 5.410.2.6. Trained personnel may include appropriate members of owner staff, contractor and design team as well as independent commissioning professionals.
It is essential that there is a single person designated to lead and manage the commissioning activities. In practice, this individual has been referenced by various identifiers such as commissioning authority, agent, provider, coordinator, lead, etc. In this guide the term “commissioning coordinator” is used.
The designated commissioning coordinator may be an independent, third-party commissioning professional, a project design team member (e.g., engineer or architect), an owner’s engineer or facility staff, contractor or specialty subcontractor. Methods of evaluating the designated commissioning coordinator and trained personnel include review of the following:
- Technical knowledge;
- Relevant experience;
- Potential conflict of interest concerns;
- Professional certifications and training;
- Communication and organizational skills; and
- Reference and sample work products.
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Selection of “trained,” qualified personnel is required by this code. In order to meet this requirement, the commissioning provider should be evaluated via the methods discussed above. In addition, various organizations have training and certification programs that may be a source for identification of qualified commissioning providers.
For information about enforcement and compliance of each commissioning element see Sections 5.410.2.1 through 5.410.2.6.
For compliance forms and templates see Part 2 following this standard.
Reference: 1 Owner’s Project Requirements
CALGreen Section 5.410.2.1, Owner’s or Owner representative’s Project Requirements (OPR).
1.1 Intent:
The Owner’s Project Requirements (OPR) documents the functional requirements of a project and expectations of the building use and operation as it relates to systems being commissioned. The document describes the physical and functional building characteristics desired by the owner and establishes performance and acceptance criteria. The OPR is most effective when developed during predesign and used to develop the Basis of Design (BOD) during the design process. The level of detail and complexity of the OPR will vary according to building use, type and systems.
1.2 Compliance Method:
CALGreen § 8-15 High relevance — show source text
Building Occupant and O&M Personnel Expectations—Describe the following: a. How building will be operated and by whom b. Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants c. Building operation and maintenance staff location and capabilities
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1.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the OPR document, or b) Receipt of a form signed by the owner or owner representative attesting that the OPR has been completed and approved by the owner.
Reference: 2 Basis of Design (BOD)
CALGreen Section 5.410.2.2, Basis of Design (BOD).
2.1 Intent:
The Basis of Design (BOD) describes the building systems to be commissioned and outlines design assumptions not indicated in the design documents. The design team develops the BOD to describe how the building systems’ design meets the Owner’s Project Requirements (OPR), and why the systems were selected. The BOD is most effective when developed early in the project design and updated as necessary throughout the design process.
2.2 Compliance Method:
Compliance requires the completion of the BOD document and should include the following where applicable:
Renewable Energy Systems a. Provide narrative description of system—type, performance, control type, energy savings, payback period b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference c. Sequence of Operation—operating schedules, setpoints, storage capacity d. Describe how system meets the OPR
Landscape Irrigation Systems a. Provide narrative description of system—type, performance, water usage b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
Water Reuse Systems a. Provide narrative description of system—type, performance, capacity, reuse purpose b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
2.3 Enforcement:
At their discretion, the building official confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the BOD document, or b) Receipt of a form signed by the architect, engineer or designer of record, attesting that the BOD has been completed and meets the requirements of the OPR.
Reference: 3 Commissioning measures shown in the construction documents
CALGreen Section 5.410.2, Commissioning.
This section provides details for element 3: Commissioning measures shown in the construction documents.
3.1 Intent:
Include commissioning measures or requirements in the construction documents (plans and specifications). Commissioning measures or requirements should be clear, detailed and complete to clarify the commissioning process.
CALGreen § 6.2.2 High relevance — show source text
6.2.2 Compliance Method:
The written training program includes: (a) learning goals and objectives for each session, (b) training agenda, topics and length of instruction for each session, (c) instructor information and qualifications, (d) location of training sessions (on-site, off-site, manufacturer’s or vendor’s facility), (e) attendance forms, (f) training materials and (g) description on how the training will be archived for future use.
- Systems/equipment overview a. Review OPR and BOD related to the major systems and equipment b. Describe system type and configuration c. Explain operation of all major systems and equipment and how it interfaces with other systems and equipment d. Describe operation of critical devices, controls and accessories e. Review location of the major systems and equipment f. Describe operation of control system for each system, location of critical control elements and procedures to properly operate control system g. Review recommendations for implementation to reduce energy and water use
- Review and demonstration of servicing/preventive maintenance a. Explain location or delivery contact of the Operation & Maintenance manuals b. Review of all manufacturer’s recommended maintenance activities to maintain warranty c. Review and demonstrate frequent maintenance activities and suggested schedule d. Review and demonstrate typical servicing procedures and techniques (electrical current, pressure and flow readings, etc.; calibration procedures, point trending, power fail restart procedures, etc.) e. Locate, observe and identify major equipment, systems, accessories and controls f. Review emergency shut-offs and procedures
- Review the information in the systems manual a. Describe use of systems manual b. Review elements of systems manual c. Explain how to update and add revisions to systems manual
- Review record drawings on the systems/equipment a. Explain location or delivery contact of the record drawings b. Review record drawings, revisions and changes to original design drawings. c. Review equipment schedules and compare with actual installed systems
6.2.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by:
- In the event appropriate maintenance staff is made available to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the written training program and completed attendance forms, or b. Receipt of a form signed by the owner or owner’s representative attesting that the training program and delivery of training has been completed.
- In the event appropriate maintenance staff are unavailable to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the training program provided to the owner or owner’s representative, or b. Receipt of a form signed by the owner or owner’s representative attesting that the written training program has been provided.
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Reference: 7 Commissioning report
CALGreen Section 5.410.2.6, Commissioning report.
7.1 Intent:
The commissioning report documents the commissioning process and test results. The report includes confirmation from the commissioning agent verifying that commissioned systems meet the conditions of the Owner’s Project Requirements (OPR), Basis of Design (BOD) and contract documents.
7.2 Compliance Method:
CALGreen § 101.13 High relevance — show source text
The test shall be ruled successful by the Authority Having Jurisdiction before final approval is granted. S 101.13 Commissioning. Onsite stormwater treatment systems shall be commissioned in accordance with the requirements of Section S 101.13.1 through Section S 101.13.4.
S 101.13.1 Commissioning Requirements. Commissioning for stormwater treatment systems shall be included in the design and construction processes of the project. Commissioning shall be performed by a person who demonstrates competency in commissioning stormwater treatment systems as required by the Authority Having Jurisdiction. S 101.13.2 Commissioning Plan. The construction documents shall include the commissioning plan for the stormwater treatment system. The commissioning plan shall be approved by the Authority Having Jurisdiction prior to commissioning the stormwater treatment system. The commissioning plan shall include the following:
(1) General project information.
(2) Equipment to be tested, including the test methodology.
(3) Processes to be tested.
(4) Criteria or process for testing.
(5) Criteria or process for acceptance.
(6) Commissioning team contact information.
(7) Commissioning process activities, schedules, and responsibilities.
(8) Plans for the completion of functional performance testing, post construction documentation and training, and the commissioning report. S 101.13.3 Performance Testing. Performance tests shall verify that the installation and operation of the
TABLE S 101.11(2)
MONITORING PARAMETERS
550 2025 CALIFORNIA PLUMBING CODE
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APPENDIX S
equipment of the stormwater treatment system is in accordance with the approved plans and specifications. The performance test report shall include the equipment tested, the testing methods utilized, and proof of proper calibration of the equipment. S 101.13.4 Commissioning Report. The commissioning report shall be submitted to the Authority Having Jurisdiction.
S 101.14 Operation and Maintenance Manual. An operation and maintenance manual shall be provided in accordance with Section 1501.6 and shall also include the following:
(1) Instructions on operating and maintaining the system, including treatment process operations, instrumentation and alarms, and chemicals storage and handling.
(2) Site equipment inventory and maintenance notes.
(3) Equipment/system warranty documentation and information.
(4) As-built design drawings.
(5) Details on training requirements and qualifications of personnel responsible for operating the system.
(6) Maintenance schedule. S 101.15 Inspection. Field inspections shall take place during and after construction while the contractor is on-site to verify that the stormwater treatment system components have been properly supplied and installed according to the plans and specifications used for installation. Record drawings shall be maintained with changes to the approved plans by the contractor and available for periodic inspection as needed.
S 102.0 Definitions.
S 102.1 General. For the purpose of this appendix, the following definitions shall apply: Challenge Test. The evaluation of a unit treatment process for pathogen log 10 reduction performance using selected surrogate or indigenous constituents. This includes a detailed technology evaluation study conducted to challenge the treatment technology over a wide range of operational conditions. Commissioning. The activities associated with bringing a new process into normal working condition. **Field Verification.
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.||
|
|| |**A6.204.6 Building orientation and shading.CALGreen § 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
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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
CALGreen § 106.9 High relevance — show source text
FEATURE OR MEASURE COMPLIANCE LEVELS Col3 Col4 NOTES FEATURE OR MEASURE Mandatory
CALGreenVOLUNTARY
CALGreenVOLUNTARY
CALGreenVOLUNTARY
CALGreenFEATURE OR MEASURE Mandatory
CALGreenTier 1 Tier 2 Tier 2 DIVISION A6.1 – PLANNING AND DESIGN SECTION Site Development SECTION Site Development SECTION Site Development SECTION Site Development SECTION Site Development **A6.106.9 Building orientation.**Locate and orient the building as follows:
1. When site and location permit, orient the building with the long sides facing north and
south.
2. Protect the building from thermal loss, drafts and degradation of the building envelope
caused by wind and wind-driven materials such as dust. DIVISION A6.2 – ENERGY EFFICIENCY SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures A6.203.1 Energy performance. [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.
Frequently asked questions
Who must sign the Commissioning report?
The report includes signature blocks for the owner/owner’s representative and the commissioning agent; the owner’s signature indicates approval. § 5.410.2.6
Can the inspector accept a signed attestation instead of the full report?
Yes. For enforcement the inspector may accept either a copy of the commissioning report or a form signed by the owner or owner’s representative attesting that the Cx Report has been completed. § 5.410.2.6 (Enforcement)
What must an attached Functional Performance Test (FPT) include?
FPTs should include date and party, a signature block, prerequisites, instrumentation, test instructions, measurable acceptance criteria, results and a deficiency list — see § 5.410.2.4 and the sample FPT form guidance.
If a seasonal test is deferred, how is that shown?
The deficiency history in the Commissioning report must list the outstanding item and the plan for resolution, including scheduled seasonal testing. § 5.410.2.6
Where do training records live in the report?
A summary of training (completed and scheduled), plus attendance forms or a copy of the training program, are required content and must be documented in the report or provided to the owner. § 5.410.2.6 and § 5.410.2.5.2
More in California Green Building Standards Code (CALGreen)
- Administration (Chapter 1)
- Nonresidential Voluntary Measures (Appendix A5 — divisions A5.1–A5.6, electives & verification)
- Residential Mandatory Measures — Planning & Design; Energy; Water; Materials; Environmental Quality (Chapter 4)
- Definitions (Chapter 2)
- Voluntary Standards for Health Facilities (Appendix A6 / OSHPD guidance)
- Green Building – scope, mixed occupancies, phased projects (Chapter 3)
- Residential Voluntary Measures (Appendix A4 — divisions A4.1–A4.6, tiers & model ordinance)
- Nonresidential Mandatory Measures — Planning & Design; Energy; Water; Materials; Environmental Quality (Chapter 5)
- Compliance verification, construction documents & checklists (Section 102, Chapter 7, Appendix checklists)
- Referenced Organizations and Standards (Chapter 6)
- Voluntary Tiers and CALGreen Tier 1 / Tier 2 (performance tiers, thresholds)
- Installer and Special Inspector Qualifications (Chapter 7)
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