CALGreen · California Green Building Standards Code (CALGreen)
What must the Owner's Project Requirements (OPR) include?
The OPR is the owner’s written brief of project goals and operating expectations (environmental goals, energy/sustainability, indoor environment, program/hours, equipment and O&M/training). It must be created and approved before design starts so the design team can prepare the Basis of Design and the commissioning team can set measurable tests required by CALGreen **§ 5.410.2.1**.
Last reviewed: July 6, 2026
What the code requires — plain English with the controlling §
The building Owner’s Project Requirements (OPR) must be prepared and approved before the design phase begins and must document the owner’s expectations for the project in six subject areas. This is the mandatory commissioning entry point under § 5.410.2.1.
The OPR is the owner’s written statement of environmental goals, building performance expectations, indoor-environment requirements, program (use/hours), equipment/system expectations, and building-operations/O&M personnel needs — prepared early so the design team and commissioning process can implement and verify them.
Requirements in detail
The code lists six required content elements for the OPR. Each element must be documented at a level of detail appropriate to the project phase and complexity. The list below paraphrases the required items in § 5.410.2.1.
- Environmental and sustainability goals — owner targets for sustainability (e.g., voluntary CALGreen Tiers, water reuse, CO2 monitoring).
- Building sustainable goals — energy- and siting-related goals (orientation, daylighting, envelope, on‑site renewables).
- Indoor environmental quality (IEQ) requirements — per‑space expectations for temperature, humidity, acoustics, air quality/ventilation/filtration, daylighting, operable windows, control adjustability.
- Project program — building size, stories, occupancy type & numbers, schedules, after‑hours needs, expandability, budget constraints, applicable codes.
- Equipment and systems expectations — quality/reliability, automation, efficiency targets, preferred tech or manufacturers, degree of controls integration.
- Building occupant and O&M personnel expectations — who will operate the building, location/capabilities of staff, training/orientation levels required.
Decision table — what to include and where it matters
| OPR element | Typical decision-relevant content (examples) | Why it matters for design/commissioning | Code Reference |
|---|---|---|---|
| Environmental & sustainability goals | CALGreen Tier target, water reuse, carbon/energy reduction goals | Drives selection of systems, BOD and commissioning scope | § 5.410.2.1 |
| Building sustainable goals | Orientation, daylighting targets, on-site PV % goal | Affects envelope, shading, electrical sizing | § 5.410.2.1 |
| IEQ requirements | Temp setpoints (e.g., 72°F ±2°F), RH band (e.g., 40–50%), filtration MERV target | Defines HVAC, control sequences, testing criteria | § 5.410.2.1 |
| Project program | Building area (sq ft), occupancy schedules, after‑hours use | Determines loads, runtimes, control strategies | § 5.410.2.1 |
| Equipment & systems expectations | Efficiency targets, redundancy, preferred control capabilities | Sets acceptance criteria and FPT measurable targets | § 5.410.2.1 |
| Occupant & O&M expectations | Operator staffing level, training needed, who receives manuals | Required for training and systems manual content | § 5.410.2.1 |
Notes:
- The OPR should be tailored to building use and project complexity; the code anticipates varying levels of detail.
- The OPR is explicitly intended to be used by the design team to create the Basis of Design (BOD) and to inform commissioning scope.
Exceptions & special cases
- The code does not exempt any building type from having an OPR; the requirement is process‑based (document before design) rather than size‑based in § 5.410.2.1. The level of detail may be scaled to building type, use and system complexity.
- For energy-focused projects the California Energy Code cross‑references OPR content specific to energy (energy efficiency goals, ventilation, envelope expectations). Where both apply, include those energy items in the OPR so the BOD and commissioning plan address them.
- Enforcing agencies may accept either the full OPR document or a signed owner attestation that the OPR has been completed. This is noted in the compliance guidance/templates.
Common mistakes
- Missing the timing: preparing the OPR after design is a frequent error. The OPR must be documented before the design phase begins per § 5.410.2.1.
- Writing vague goals (e.g., “improve energy efficiency”) without measurable targets or acceptance criteria. Measurable criteria are needed later for the BOD and functional performance testing.
- Failing to connect the OPR to the BOD and Commissioning Plan — the code expects the BOD to explain how the design meets the OPR and the Cx Plan to reference both. Omission breaks the commissioning traceability.
- Omitting operator/O&M needs (staffing, training) from the OPR. This causes gaps in systems manuals and training delivery later.
- Not signing/approving the OPR by the owner or owner’s representative; enforcing agencies may request owner approval or signature at plan intake.
Worked example — applying § 5.410.2.1 (concrete scenario)
Scenario: A private owner commissions a new 25,000 ft² office building.
What the owner records in the OPR (examples mapped to the six elements):
- Environmental & sustainability goals — target: CALGreen Tier 1 voluntary measures and 30% on‑site PV to offset annual electricity. (Owner documents goal in OPR.)
- Building sustainable goals — building long axis oriented N–S, daylighting to 75% of open office area, roof sized for 150 kW PV.
- IEQ requirements — occupied temp 72°F ±2°F, RH 40–50%, ventilation per code plus CO2 monitoring in conference rooms, MERV‑13 filtration target.
- Project program — 25,000 ft², 3 stories, typical occupancy 500 people, hours M–F 7:00–19:00, after‑hours access for tenants 19:00–22:00 with restricted HVAC zones.
- Equipment & systems expectations — specify VAV with reheat, integrated BMS capable of demand response, minimum equipment efficiency levels and preferred controls vendor interface requirements. These become acceptance/functional test criteria.
- Occupant & O&M expectations — on‑site facilities manager (40 hrs/wk), two technicians trained on BMS, required training sessions (2 × 4 hrs pre‑occupancy) and delivery of systems manual.
Why this satisfies the code: each of the six content areas in the OPR is documented before design, so the design team can produce a BOD and the commissioning team can prepare measurable tests and the commissioning plan in accordance with the Code.
Related provisions (CALGreen)
- § 5.410.2.2 — Basis of Design (BOD): explains how the design meets the OPR (useful when you prepare the BOD).
- § 5.410.2.3 — Commissioning plan: must be completed prior to permit issuance and reference the OPR/BOD.
- § 5.410.2.4 — Functional performance testing: test procedures must demonstrate compliance with OPR/BOD.
- § 5.410.2.5 — Documentation and training (systems manual, training delivery tied to OPR expectations).
- § 5.410.2.6 — Commissioning report: must include the OPR and BOD as attachments and confirm systems meet them.
- Appendix Guidance A6.204.4.1 — Supplemental guidance on OPR content for energy/commissioning contexts.
Code references
Grounded in the retrieved California Green Building Standards Code (CALGreen) — click a citation to read the verbatim passage:
CALGreen § 8-14 High relevance — show source text
8-14 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE
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COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
Selection of “trained,” qualified personnel is required by this code. In order to meet this requirement, the commissioning provider should be evaluated via the methods discussed above. In addition, various organizations have training and certification programs that may be a source for identification of qualified commissioning providers.
For information about enforcement and compliance of each commissioning element see Sections 5.410.2.1 through 5.410.2.6.
For compliance forms and templates see Part 2 following this standard.
Reference: 1 Owner’s Project Requirements
CALGreen Section 5.410.2.1, Owner’s or Owner representative’s Project Requirements (OPR).
1.1 Intent:
The Owner’s Project Requirements (OPR) documents the functional requirements of a project and expectations of the building use and operation as it relates to systems being commissioned. The document describes the physical and functional building characteristics desired by the owner and establishes performance and acceptance criteria. The OPR is most effective when developed during predesign and used to develop the Basis of Design (BOD) during the design process. The level of detail and complexity of the OPR will vary according to building use, type and systems.
1.2 Compliance Method:
Compliance is demonstrated by the owner or owner’s representative developing and/or approving the Owner’s Project Requirements (OPR) document and can be defined as follows:
- Environmental and Sustainability Goals—Establish environmental project goals and objectives exceeding the code for the project’s sustainability, which may include: a. CALGreen voluntary measures or Tiers sought, or other specific green building rating system or program credits and/or level of certification sought b. Specific environmental or sustainability goals such as water efficiency, water reuse, CO 2 monitoring, xeriscaping, etc.
- Building Sustainable Goals—Establish goals and targets affecting energy efficiency, which may include: a. Measures affecting building sustainability desired by owner i. Building orientation and siting ii. Daylighting iii. Facade, envelope and fenestration
iv. Roof
v. Natural ventilation
vi. Onsite renewable power generation and net-zero energy use vii. Landscaping and shading 3. Indoor Environmental Quality Requirements—For each program space describe indoor environmental requirements including intended use and anticipated schedule, and the following: a. Temperature and humidity
b. Acoustics
c. Air quality, ventilation and filtration d. Desired adjustability of system controls
e. Accommodations for after-hours use
f. Other owner requirements including natural ventilation, operable windows, daylight, views, etc. 4. Project Program, including facility functions and hours of operation, and need for after-hours operation—Describe primary purpose, program and use of proposed project include the following: a. Building size, number of stories, construction type, occupancy type and number b. Building program areas including intended use and anticipated occupancy schedules c. Future expandability and flexibility of spaces d. Quality and/or durability of materials and building lifespan desired e. Budget or operational constraints f. Applicable codes 5. Equipment and Systems Expectations—Describe the following for each system commissioned: a. Level of quality, reliability, equipment type, automation, flexibility, maintenance and complexity desired b. Specific efficiency targets, desired technologies or preferred manufacturers for building systems, acoustics and vibration c. Degree of system integration, automation and functionality for controls 6.
CALGreen § 5.410.2.1 High relevance — show source text
Informational Note:
- 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:
- Environmental and sustainability goals.
- Building sustainable goals.
- Indoor environmental quality requirements.
- Project program, including facility functions and hours of operation, and need for after hours operation.
- Equipment and systems expectations.
- 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:
Renewable energy systems.
Landscape irrigation systems.
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:
- General project information.
- Commissioning goals.
- Systems to be commissioned. Plans to test systems and components shall include: a. An explanation of the original design intent. b. Equipment and systems to be tested, including the extent of tests.
c. Functions to be tested.
d. Conditions under which the test shall be performed. e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning shall be included.
5.410.2.4 Functional performance testing. [N] Functional performance tests shall demonstrate the correct installation and operation of each component, system and system- to-system interface in accordance with the approved plans and specifications.
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 5-27
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NONRESIDENTIAL MANDATORY MEASURES
Functional performance testing reports shall contain information addressing each of the building components tested, the testing methods utilized, and include any readings and adjustments made.
5.410.2.5 Documentation and training. [N] A systems manual and systems operations training are required, including Occupational Safety and Health Act (OSHA) requirements in California Code of Regulations (CCR), Title 8, Section 5142, and other related regulations.
5.410.2.5.1 Systems manual. [N] Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative. The systems manual shall include the following:
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.
CALGreen § 5.410.2.1 High relevance — show source text
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
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-23
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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: _____________________________
ITEM # OPR ITEMS PAGE NUMBER IN
OPR DOCUMENTOWNER AND USER REQUIREMENTS—PROJECT PROGRAM 1 General building information (size, stories, construction type, occupancy type and number) 2 Intended uses and schedules 3 Future expandability and flexibility of spaces 4 Quality and/or durability of materials and desired building lifespan 5 Budget or operation constraints ENVIRONMENTAL AND SUSTAINABILITY GOALS 6 Level of compliance with the_California Green Building Standards Code_: Mandatory, Tier 1 or Tier 2 7 Specific environmental or sustainability goals (e.g., water efficiency, water reuse, CO2 monitoring, xeriscaping, etc.) BUILDING SUSTAINABLE GOALS 8 Measures affecting energy efficiency desired by owner (e.g., building orientation, shading, daylighting, natural venti-
lation, renewable power, etc.)INDOOR ENVIRONMENTAL QUALITY REQUIREMENTS 9 Lighting 10 Temperature and humidity 11 Acoustics 12 Air quality, ventilation and filtration 13 Desired adjustability of system controls 14 Accommodations for after-hours use 15 Other owner requirements (e.g., natural ventilation, daylight, views, etc.) EQUIPMENT AND SYSTEMS EXPECTATIONS 16 Level of quality, reliability, equipment type, flexibility, maintenance and complexity desired 17 Specific efficiency targets, desired technologies or preferred manufacturers for building systems, acoustics and
vibration18 Degree of system integration, automation and functionality for controls (i.e. load shedding, demand response, CALGreen § 10-103 High relevance — show source text
- Basis of design;
- Design phase design review;
- Commissioning measures shown in the construction documents;
- Commissioning plan;
- Functional performance testing;
- Documentation and training; and
- 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:
- Energy efficiency goals;
- Ventilation requirements;
- Project documentation requirements, including facility functions, hours of operation, and need for after-hours operation;
- Equipment and systems expectations; and
- 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:
- Heating, ventilation, air conditioning (HVAC) systems and controls;
- Indoor lighting system and controls;
- Water heating systems and controls;
- Any other building equipment or system listed in the OPR; and
- Any building envelope component considered in the OPR.
(d) Design phase design review.
- 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.
- 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).
- 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:
- General project information;
- Commissioning goals;
- Systems to be commissioned; and
- 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 § 120.8 High relevance — show source text
Nonresidential buildings other than healthcare facilities, with conditioned space of 10,000 square feet or more, shall comply with the applicable requirements of Sections 120.8(a) through 120.8(i) in the building design and construction processes. All building systems and components covered by Sections 110.0, 120.0, 130.0, and 140.0 shall be included in the scope of the commissioning requirements in this Section, excluding those related solely to covered processes.
Nonresidential buildings other than healthcare facilities, with conditioned space of less than 10,000 square feet shall comply with the design review requirements specified in Sections 120.8(d), and shall include any measures or requirements necessary for completing this review in the construction documents in a manner consistent with Section 120.8(e).
Healthcare facilities shall instead comply with the applicable requirements of Chapter 7 of the California Administrative Code (Title 24, Part 1).
NOTE: Nonresidential buildings include nonresidential spaces such as nonresidential function areas within hotel/motel and highrise residential buildings. The requirements of Section 120.8 apply based on the square footage of the nonresidential spaces.
The commissioning described in this Section is in addition to any commissioning required by Title 24, Part 11, Section 5.410.2, 5.410.4 and subsections.
(a) Summary of commissioning requirements. Commissioning shall include completion of the following items:
- Owner’s or owner representative’s project requirements;
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NONRESIDENTIAL, HOTEL/MOTEL OCCUPANCIES, AND COVERED PROCESSES—MANDATORY REQUIREMENTS
- Basis of design;
- Design phase design review;
- Commissioning measures shown in the construction documents;
- Commissioning plan;
- Functional performance testing;
- Documentation and training; and
- 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:
- Energy efficiency goals;
- Ventilation requirements;
- Project documentation requirements, including facility functions, hours of operation, and need for after-hours operation;
- Equipment and systems expectations; and
- 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:
- Heating, ventilation, air conditioning (HVAC) systems and controls;
- Indoor lighting system and controls;
- Water heating systems and controls;
- Any other building equipment or system listed in the OPR; and
- Any building envelope component considered in the OPR.
(d) Design phase design review.
- 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.
- 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.
CALGreen § 203.2 High relevance — show source text
SECTION A6.203—PERFORMANCE APPROACH
A6.203.2 Energy performance. It is the intent of this code to encourage green buildings to achieve exemplary performance in the area of energy efficiency.
A6.203.2.1 CALGreen Tier 1. [OSHPD 1] To achieve CALGreen [Tier 1, buildings must comply with the latest edition of “Savings By](http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf) Design, Healthcare Modeling Procedures” found online at http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf.
A6.203.2.2 CALGreen Tier 2. [OSHPD 1] To achieve CALGreen Tier 2, buildings must exceed the latest edition of “Savings By Design, Healthcare Modeling Procedures” by a minimum of 15 percent.
SECTION A6.204—PRESCRIPTIVE APPROACH
A6.204.1 ENERGY STAR equipment and appliances. All equipment and appliances provided by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment or appliance.
A6.204.4 Commissioning. [OSHPD 1 & 4] Building commissioning shall be included in the design and construction processes of the building project to verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design and construction documents.
The owner and designer shall designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities. The owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The owner and design team shall be responsible for updates to their respective documents, develop and incorporate commissioning requirements into the construction documents and develop and implement a commissioning plan. The CxA shall verify the installation and performance of the systems to be commissioned, verify that training and operation and maintenance documentation have been provided to the owner’s operations staff and complete a commissioning report.
Commissioning process activities shall be completed for the following energy-related systems, at a minimum:
- Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
- Lighting and daylighting controls.
- Domestic hot water systems.
- Renewable energy systems (wind, solar, etc.).
- 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:
- Environmental and sustainability goals.
- Energy efficiency goals.
- Indoor environmental quality requirements.
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-3
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APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]
- Equipment and systems expectations.
- Building occupant and O&M personnel expectations.
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:
- Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
- Lighting and daylighting controls.
- Domestic hot water systems.
- Renewable energy systems (wind, solar, etc.).
- 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:
- Environmental and sustainability goals.
- Energy efficiency goals.
- Indoor environmental quality requirements.
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-3
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APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]
- Equipment and systems expectations.
- 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:
- Heating, ventilation, air conditioning (HVAC) systems and controls.
- Indoor lighting system and controls.
- Water heating system.
- 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:
- General project information.
- Commissioning goals.
- 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 § 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.
8-14 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE
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COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
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 § 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
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-23
on Jul 18, 2025 11:14 AM (CDT) THEREUNDER.
COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
OWNER’S PROJECT REQUIREMENTS (OPR)
COMPLIANCE CHECKLIST
INCORPORATE THIS FORM IN THE PLANS
Project Address: _________________________________________________________
Permit Number: _____________________________
CALGreen § 8-15 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
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-15
on Jul 18, 2025 11:14 AM (CDT) THEREUNDER.
COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
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 § 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 § 8-15 High relevance — show source text
- Building Sustainable Goals—Establish goals and targets affecting energy efficiency, which may include: a. Measures affecting building sustainability desired by owner i. Building orientation and siting ii. Daylighting iii. Facade, envelope and fenestration
iv. Roof
v. Natural ventilation
vi. Onsite renewable power generation and net-zero energy use vii. Landscaping and shading 3. Indoor Environmental Quality Requirements—For each program space describe indoor environmental requirements including intended use and anticipated schedule, and the following: a. Temperature and humidity
b. Acoustics
c. Air quality, ventilation and filtration d. Desired adjustability of system controls
e. Accommodations for after-hours use
f. Other owner requirements including natural ventilation, operable windows, daylight, views, etc. 4. Project Program, including facility functions and hours of operation, and need for after-hours operation—Describe primary purpose, program and use of proposed project include the following: a. Building size, number of stories, construction type, occupancy type and number b. Building program areas including intended use and anticipated occupancy schedules c. Future expandability and flexibility of spaces d. Quality and/or durability of materials and building lifespan desired e. Budget or operational constraints f. Applicable codes 5. Equipment and Systems Expectations—Describe the following for each system commissioned: a. Level of quality, reliability, equipment type, automation, flexibility, maintenance and complexity desired b. Specific efficiency targets, desired technologies or preferred manufacturers for building systems, acoustics and vibration c. Degree of system integration, automation and functionality for controls 6. Building Occupant and O&M Personnel Expectations—Describe the following: a. How building will be operated and by whom b. Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants c. Building operation and maintenance staff location and capabilities
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-15
on Jul 18, 2025 11:14 AM (CDT) THEREUNDER.
COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
1.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the OPR document, or b) Receipt of a form signed by the owner or owner representative attesting that the OPR has been completed and approved by the owner.
Reference: 2 Basis of Design (BOD)
CALGreen Section 5.410.2.2, Basis of Design (BOD).
2.1 Intent:
The Basis of Design (BOD) describes the building systems to be commissioned and outlines design assumptions not indicated in the design documents. The design team develops the BOD to describe how the building systems’ design meets the Owner’s Project Requirements (OPR), and why the systems were selected. The BOD is most effective when developed early in the project design and updated as necessary throughout the design process.
2.2 Compliance Method:
Compliance requires the completion of the BOD document and should include the following where applicable: 1.
Frequently asked questions
What signature or approval does the OPR need?
The OPR must be developed and approved by the owner or owner’s representative; enforcement guidance allows the authority to request either the OPR itself or a signed attestation that it was completed. § 5.410.2.1 and related compliance forms address owner approval.
When must the OPR be delivered to the project team?
The OPR must be documented before the design phase begins so it can inform the Basis of Design (BOD) and the commissioning plan. § 5.410.2.1.
How detailed does the OPR have to be?
The code requires the six content areas but allows the level of detail to vary with building use, type and system complexity — more complex projects need more detailed, measurable requirements to support BOD and functional testing.
Can the OPR reference other documents (e.g., sustainability standards)?
Yes. The OPR may specify voluntary CALGreen Tiers or other rating systems and should record those targets so the design and commissioning work verify them. § 5.410.2.1 and guidance templates show this practice.
What happens if the enforcing agency asks for proof of the OPR?
At plan intake the inspector may request a copy of the OPR or a signed form from the owner/owner’s representative attesting the OPR is completed and approved. This is documented in the compliance guidance.
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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