Construction documents: submittal requirements & content

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

• CALGreen § 106.2.1 High relevance — show source text

  [A] 106.2.1 Construction documents. Construction documents shall be dimensioned and drawn on suitable material. Electronic media documents are permitted to be submitted where approved by the code official. Construction documents shall be of sufficient clarity to indicate the location, nature and extent of the work proposed and show in detail that it will conform to the provisions of this code and relevant laws, ordinances, rules and regulations, as determined by the code official. The work areas shall be shown.

  [A] 106.2.2 Fire protection system(s) shop drawings. Shop drawings for the fire protection system(s) shall be submitted to indicate compliance with this code and the construction documents and shall be approved prior to the start of system installation. Shop drawings shall contain information as required by the referenced installation standards in Chapter 9 of the California Build- ing Code .

  [A] 106.2.3 Means of egress. The construction documents for Alterations—Level 2, Alterations—Level 3, additions and changes of occupancy shall show in sufficient detail the location, construction, size and character of all portions of the means of egress in compliance with the provisions of this code. The construction documents shall designate the number of occupants to be accommodated in every work area of every floor and in all affected rooms and spaces.

  [A] 106.2.4 Exterior wall envelope. Construction documents for work affecting the exterior wall envelope shall describe the exterior wall envelope in sufficient detail to determine compliance with this code. The construction documents shall provide details of the exterior wall envelope as required, including windows, doors, flashing, intersections with dissimilar materials, corners, end details, control joints, intersections at roof, eaves or parapets, means of drainage, water-resistive barriers and details around openings.

  The construction documents shall include manufacturer’s installation instructions that provide supporting documentation that the proposed penetration and opening details described in the construction documents maintain the wind and weather resistance of the exterior wall envelope. The supporting documentation shall fully describe the exterior wall system that was tested, where applicable, as well as the test procedure used.

  [A] 106.2.5 Exterior balconies and elevated walking surfaces. Where the scope of work involves balconies or other elevated walking surfaces have weather-exposed surfaces, and the structural framing is protected by an impervious moisture barrier, the construction documents shall include details for all elements of the impervious moisture barrier system. The construction documents shall include manufacturer’s installation instructions.

  [A] 106.2.6 Site plan. The construction documents submitted with the application for permit shall be accompanied by a site plan showing to scale the size and location of new construction and existing structures on the site, distances from lot lines, the established street grades, and the proposed finished grades; and it shall be drawn in accordance with an accurate boundary line survey. In the case of demolition, the site plan shall show construction to be demolished and the location and size of existing structures and construction that are to remain on the site or plot. The code official is authorized to waive or modify the requirement for a site plan where the application for permit is for alteration, repair or change of occupancy.

  [A] 106.3 Examination of documents. The code official shall examine or cause to be examined the submittal documents and shall ascertain by such examinations whether the construction or occupancy indicated and described is in accordance with the requirements of this code and other pertinent laws or ordinances.

• CALGreen § 106.2.5 High relevance — show source text

  The construction documents shall include manufacturer’s installation instructions that provide supporting documentation that the proposed penetration and opening details described in the construction documents maintain the wind and weather resistance of the exterior wall envelope. The supporting documentation shall fully describe the exterior wall system that was tested, where applicable, as well as the test procedure used.

  [A] 106.2.5 Exterior balconies and elevated walking surfaces. Where the scope of work involves balconies or other elevated walking surfaces have weather-exposed surfaces, and the structural framing is protected by an impervious moisture barrier, the construction documents shall include details for all elements of the impervious moisture barrier system. The construction documents shall include manufacturer’s installation instructions.

  [A] 106.2.6 Site plan. The construction documents submitted with the application for permit shall be accompanied by a site plan showing to scale the size and location of new construction and existing structures on the site, distances from lot lines, the established street grades, and the proposed finished grades; and it shall be drawn in accordance with an accurate boundary line survey. In the case of demolition, the site plan shall show construction to be demolished and the location and size of existing structures and construction that are to remain on the site or plot. The code official is authorized to waive or modify the requirement for a site plan where the application for permit is for alteration, repair or change of occupancy.

  [A] 106.3 Examination of documents. The code official shall examine or cause to be examined the submittal documents and shall ascertain by such examinations whether the construction or occupancy indicated and described is in accordance with the requirements of this code and other pertinent laws or ordinances.

  [A] 106.3.1 Approval of construction documents. Where the code official issues a permit, the construction documents shall be approved in writing or by stamp as “Reviewed for Code Compliance.” One set of construction documents so reviewed shall be retained by the code official. The other set shall be returned to the applicant, shall be kept at the site of work, and shall be open to inspection by the code official or a duly authorized representative.

  [A] 106.3.2 Previous approval. This code shall not require changes in the construction documents, construction or designated occupancy of a structure for which a lawful permit has been issued and the construction of which has been pursued in good faith within 180 days after the effective date of this code and has not been abandoned.

  [A] 106.3.3 Phased approval. The code official is authorized to issue a permit for the construction of foundations or any other part of a building before the construction documents for the whole building or structure have been submitted, provided that adequate information and detailed statements have been filed complying with pertinent requirements of this code. The holder of such permit for the foundation or other parts of a building shall proceed at the holder’s own risk with the building operation and without assurance that a permit for the entire structure will be granted.

  [A] 106.3.4 Deferred submittals. Deferral of any submittal items shall have the prior approval of the code official. The registered design professional in responsible charge shall list the deferred submittals on the construction documents for review by the code official.

  Submittal documents for deferred submittal items shall be submitted to the registered design professional in responsible charge who shall review them and forward them to the code official with a notation indicating that the deferred submittal docu

  2025 CALIFORNIA EXISTING BUILDING CODE 1-27

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

  ADMINISTRATION

• CALGreen § 102.1 High relevance — show source text

  6. The application checklist identifies which measures are required by this code and allows users to check off which voluntary items have been selected to meet voluntary tier levels if desired or mandated by a city, county, or city and county.

  SECTION 102—CONSTRUCTION DOCUMENTS AND INSTALLATION VERIFICATION

  102.1 Submittal documents. Construction documents and other data shall be submitted in one or more sets with each application for a permit. Where special conditions exist, the enforcing agency is authorized to require additional construction documents to be prepared by a licensed design professional and may be submitted separately.

  Exception: The enforcing agency is authorized to waive the submission of construction documents and other data not required to be prepared by a licensed design professional.

  102.2 Information on construction documents. Construction documents shall be of sufficient clarity to indicate the location, nature and scope of the proposed green building feature and show that it will conform to the provisions of this code, the California Building Standards Code and other relevant laws, ordinances, rules and regulations as determined by the enforcing agency.

  102.3 Verification. Documentation of conformance for applicable green building measures shall be provided to the enforcing agency. Alternate methods of documentation shall be acceptable when the enforcing agency finds that the proposed alternate documentation is satisfactory to demonstrate substantial conformance with the intent of the proposed green building measure.

  [HCD] Documentation of conformance for applicable green building measures shall be provided to the enforcing agency. All projects shall submit a completed Residential Occupancies Application Checklist that includes Chapter 4 residential mandatory measures and Tier 1 or Tier 2, as applicable. References to the measure-specific documentation used to show compliance shall be included. Alternate methods of documentation shall be acceptable when the enforcing agency finds that the proposed alternate documentation is satisfactory to demonstrate substantial conformance with the intent of the proposed green building measure.

  Note: HCD’s Residential Occupancies Application Checklist that includes the minimum criteria for documentation is available at: http://www.hcd.ca.gov/building-standards/calgreen/cal-green-forms.shtml.

  SECTION 103—BUILDING STANDARDS COMMISSION

  103.1 BSC-CG. Specific scope of application of the agency responsible for enforcement, the enforcement agency, and the specific authority to adopt and enforce such provisions of this code, unless otherwise stated.

  1. Application— All occupancies where no state agency has the authority to adopt green building standards applicable to those occupancies. Enforcing agency— State or local agency specified by the applicable provisions of law. Authority cited— Health and Safety Code Sections 18930.5(a), 18938 and 18940.5. Reference— Health and Safety Code, Division 13, Part 2.5, commencing with Section 18901.
  2. Graywater systems. The construction, installation and alteration of graywater systems for indoor and outdoor uses in nonresidential occupancies. Application— All occupancies where no state agency has the authority to adopt green building standards applicable to those occupancies. Enforcing agency— State or local agency specified by the applicable provisions of law. Authority cited— Health and Safety Code Section 18941.8. Reference— Health and Safety Code Section 18941.8.

  103.1.1 Adopting agency identification. The provisions of this code applicable to buildings identified in this section will be identified in the Matrix Adoption Tables under the acronym BSC-CG.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 1-5

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

  ADMINISTRATION

• CALGreen § 1.2 High relevance — show source text

  garage. 8. Adequate details to evaluate fire-resistance-rated construction requirements, including data substantiating required ratings. 9. Details for plastics, insulation and safety glazing installation. 10. Details of required fire protection systems. 11. Material specifications demonstrating fire-resistance criteria.

  N104.1.2 Structural plans, specifications and engineering details. Where approval of the structural requirements of the replicable design is sought, the submittal documents shall include details for each wind region, seismic design category and climate zone for which approval is sought; and shall include the following:

  1. Signed and sealed structural design calculations that support the member sizes on the drawings.

  2. Design load criteria, including: frost depth, live loads, snow loads, wind loads, earthquake design date and other special loads.

  3. Details of foundations and superstructure.

  4. Provisions for special inspections.

  N104.1.3 Energy conservation details. Where approval of the energy conservation requirements of the replicable design is sought, the submittal documents shall include details for each climate zone for which approval is sought; and shall include the following:

  1. Climate zones for which approval is sought.
  2. Building envelope details.
  3. Building mechanical system details.
  4. Details of electrical power and lighting systems.
  5. Provisions for system commissioning.

  SECTION N105—REVIEW AND APPROVAL OF REPLICABLE DESIGN

  N105.1 General. Proposed replicable designs shall be reviewed by an approved agency. The review shall be applicable only to the replicable design features submitted in accordance with Section N104. The review shall determine compliance with this code and additional codes specified in Section N104.1.

  N105.2 Documentation. The results of the review shall be documented indicating compliance with the code requirements.

  N105.3 Deficiencies. Where the review of the submitted construction documents identifies elements where the design is deficient and will not comply with the applicable code requirements, the approved agency shall notify the proponent of the replicable design, in writing, of the specific areas of noncompliance and request correction.

  N105.4 Approval. Where the review of the submitted construction documents determines that the design is in compliance with the codes designated in Section N104.1, and where deficiencies identified in Section N105.3 have been corrected, the approved agency shall issue a summary report of Approved Replicable Design. The summary report shall include any limitations on the approved replicable design including, but not limited to, climate zones, wind regions and seismic design categories.

  SECTION N106—SITE-SPECIFIC APPLICATION OF APPROVED REPLICABLE DESIGN

  N106.1 General. Where site-specific application of a replicable design that has been approved under the provisions of Section N105 is sought, the construction documents submitted to the building official shall comply with this section.

  N106.2 Submittal documents. A summary description of the replicable design and related construction document shall be submitted. Construction documents shall be signed, sealed and dated by the registered design professional. A statement, signed, sealed and dated by the registered design professional, that the replicable design submitted for local review is the same as the replicable design reviewed by the approved agency shall be submitted.

  N106.2.1 Architectural plans and specifications. Architectural plans and specifications shall include the following:

  1. Construction documents for variations from the replicable design.
  2. Construction for portions that are not part of the replicable design.
  3. Documents for local requirements as identified by the building official.
  4. Construction documents detailing the foundation system.

  **SECTION N107—SITE-SPECIFIC REVIEW AND APPROVAL OF REPLICABLE DESIGN

• CALGreen § 7-104 High relevance — show source text

  4. Section 7-104 in the California Administrative Code for the Office of the Statewide Health Planning and Development.

  1-4 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  ADMINISTRATION

  101.9 Effective date of this code. Only those standards approved by the California Building Standards Commission that are effective at the time an application for a building permit is submitted shall apply to the plans and specifications for, and to the construction performed under, that permit. For the effective dates of the provisions contained in this code, see the appropriate application checklist and the History Note page of this code.

  101.10 Mandatory requirements. This code contains both mandatory and voluntary green building measures. Mandatory and voluntary measures are identified in the appropriate application checklist contained in this code.

  101.11 Effective use of this code. The following steps shall be used to establish which provisions of this code are applicable to a specific occupancy:

  1. Establish the type of occupancy.
  2. Verify which state agency has authority for the established occupancy by reviewing the authorities list in Sections 103 through 106.
  3. Once the appropriate agency has been identified, find the chapter which covers the established occupancy.
  4. The Matrix Adoption Tables at the beginning of Chapters 4 and 5 identify the mandatory green building measures necessary to meet the minimum requirements of this code for the established occupancy.
  5. Voluntary tier measures are contained in Appendix Chapters A4 and A5. A checklist containing each green building measure, both required and voluntary, is provided at the end of each appendix chapter. Each measure listed in the application checklist has a section number which correlates to a section where more information about the specific measure is available.
  6. The application checklist identifies which measures are required by this code and allows users to check off which voluntary items have been selected to meet voluntary tier levels if desired or mandated by a city, county, or city and county.

  SECTION 102—CONSTRUCTION DOCUMENTS AND INSTALLATION VERIFICATION

  102.1 Submittal documents. Construction documents and other data shall be submitted in one or more sets with each application for a permit. Where special conditions exist, the enforcing agency is authorized to require additional construction documents to be prepared by a licensed design professional and may be submitted separately.

  Exception: The enforcing agency is authorized to waive the submission of construction documents and other data not required to be prepared by a licensed design professional.

  102.2 Information on construction documents. Construction documents shall be of sufficient clarity to indicate the location, nature and scope of the proposed green building feature and show that it will conform to the provisions of this code, the California Building Standards Code and other relevant laws, ordinances, rules and regulations as determined by the enforcing agency.

  102.3 Verification. Documentation of conformance for applicable green building measures shall be provided to the enforcing agency. Alternate methods of documentation shall be acceptable when the enforcing agency finds that the proposed alternate documentation is satisfactory to demonstrate substantial conformance with the intent of the proposed green building measure.

  [HCD] Documentation of conformance for applicable green building measures shall be provided to the enforcing agency. All projects shall submit a completed Residential Occupancies Application Checklist that includes Chapter 4 residential mandatory measures and Tier 1 or Tier 2, as applicable. References to the measure-specific documentation used to show compliance shall be included. Alternate methods of documentation shall be acceptable when the enforcing agency f

• CALGreen § 1.1 High relevance — show source text

  4. Fire-resistance ratings.

  5. Interior finishes.

  6. Fire protection system.

  7. Means of egress.

  8. Accessibility.

  9. Structural design criteria.

  10. Energy efficiency.

  11. Type of mechanical and electrical systems.

  12. Type of plumbing system and number of fixtures.

  SECTION N104—REPLICABLE DESIGN SUBMITTAL REQUIREMENTS

  N104.1 General. A summary description of the replicable design and related construction documents shall be submitted to an approved agency. Where approval is requested for elements of the replicable design that is not within the scope of the California Building Code, the construction documents shall specifically designate the codes for which review is sought. Construction documents shall be signed, sealed and dated by a registered design professional.

  N104.1.1 Architectural plans and specifications. Where approval of the architectural requirements of the replicable design is sought, the submittal documents shall include architectural plans and specifications as follows:

  1. Description of uses and the proposed occupancy groups for all portions of the building.
  2. Proposed type of construction of the building.
  3. Fully dimensioned drawings to determine building areas and height.
  4. Adequate details and dimensions to evaluate means of egress, including occupant loads for each floor, exit arrangement and sizes, corridors, doors and stairs.

  APPENDIX N-2 2025 CALIFORNIA BUILDING CODE

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

  APPENDIX N—REPLICABLE BUILDINGS

  5. Exit signs and means of egress lighting, including power supply.
  6. Accessibility scoping provisions.
  7. Description and details of proposed special occupancies such as a covered mall, high-rise, mezzanine, atrium and public

  garage. 8. Adequate details to evaluate fire-resistance-rated construction requirements, including data substantiating required ratings. 9. Details for plastics, insulation and safety glazing installation. 10. Details of required fire protection systems. 11. Material specifications demonstrating fire-resistance criteria.

  N104.1.2 Structural plans, specifications and engineering details. Where approval of the structural requirements of the replicable design is sought, the submittal documents shall include details for each wind region, seismic design category and climate zone for which approval is sought; and shall include the following:

  1. Signed and sealed structural design calculations that support the member sizes on the drawings.

  2. Design load criteria, including: frost depth, live loads, snow loads, wind loads, earthquake design date and other special loads.

  3. Details of foundations and superstructure.

  4. Provisions for special inspections.

  N104.1.3 Energy conservation details. Where approval of the energy conservation requirements of the replicable design is sought, the submittal documents shall include details for each climate zone for which approval is sought; and shall include the following:

  1. Climate zones for which approval is sought.
  2. Building envelope details.
  3. Building mechanical system details.
  4. Details of electrical power and lighting systems.
  5. Provisions for system commissioning.

  SECTION N105—REVIEW AND APPROVAL OF REPLICABLE DESIGN

  N105.1 General. Proposed replicable designs shall be reviewed by an approved agency. The review shall be applicable only to the replicable design features submitted in accordance with Section N104. The review shall determine compliance with this code and additional codes specified in Section N104.1.

  N105.2 Documentation. The results of the review shall be documented indicating compliance with the code requirements.

• CALGreen § 106.2 High relevance — show source text

  [A] 106.2 Issuance of certificate of occupancy. A certificate of occupancy required by Section 111 shall not be issued until the floor load signs, required by Section 106.1, have been installed.

  [A] 106.3 Restrictions on loading. It shall be unlawful to place, or cause or permit to be placed, on any floor or roof of a building, structure or portion thereof, a load greater than is permitted by this code.

  SECTION 107—CONSTRUCTION DOCUMENTS

  [A] 107.1 General. Submittal documents consisting of construction documents, statement of special inspections, geotechnical report and other data shall be submitted in two or more sets, or in a digital format where allowed by the building official, with each

  2025 CALIFORNIA BUILDING CODE 1-29

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

  ADMINISTRATION

  permit application. The construction documents shall be prepared by a registered design professional where required by the statutes of the jurisdiction in which the project is to be constructed. Where special conditions exist, the building official is authorized to require additional construction documents to be prepared by a registered design professional.

  Exception: The building official is authorized to waive the submission of construction documents and other data not required to be prepared by a registered design professional if it is found that the nature of the work applied for is such that review of construction documents is not necessary to obtain compliance with this code.

  [A] 107.2 Construction documents. Construction documents shall be in accordance with Sections 107.2.1 through 107.2.8.

  [A] 107.2.1 Information on construction documents. Construction documents shall be dimensioned and drawn on suitable material. Electronic media documents are permitted to be submitted where approved by the building official. Construction documents shall be of sufficient clarity to indicate the location, nature and extent of the work proposed and show in detail that it will conform to the provisions of this code and relevant laws, ordinances, rules and regulations, as determined by the building official.

  [A] 107.2.2 Fire protection system shop drawings. Shop drawings for the fire protection systems shall be submitted to indicate conformance to this code and the construction documents and shall be approved prior to the start of system installation. Shop drawings shall contain all information as required by the referenced installation standards in Chapter 9.

  [A] 107.2.3 Means of egress. The construction documents shall show in sufficient detail the location, construction, size and character of all portions of the means of egress including the path of the exit discharge to the public way in compliance with the provisions of this code. In other than occupancies in Groups R-2, R-2.1 and R-3, the construction documents shall designate the number of occupants to be accommodated on every floor, and in all rooms and spaces.

  [A] 107.2.4 Exterior wall envelope. Construction documents for all buildings shall describe the exterior wall envelope in sufficient detail to determine compliance with this code. The construction documents shall provide details of the exterior wall envelope as required, including flashing, intersections with dissimilar materials, corners, end details, control joints, intersections at roof, eaves or parapets, means of drainage, water-resistive barrier and details around openings.

• CALGreen § 8-27 High relevance — show source text

  Architect/Engineer/Designer Acknowledgement I hereby acknowledge the Basis of Design (BOD) document has been completed and meets the Owner’s Project Requirements (OPR).	Col2	Col3	Col4	Col5
  	Name	License Number	Signature	Date
  Architect of Record
  Landscape Architect
  Renewable Energy System Designer
  Other (specify):

  Commissioning Agent Acknowledgment

  I have reviewed the Basis of Design (BOD) and verified that it meets the Owner’s Project Requirements (OPR):

  Name: _____________________________________________

  Company Name (if applicable): ____________________________________________

  Agent’s Signature: __________________________________ Date: ___________

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-27

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Cx MEASURES IN CONSTRUCTION DOCUMENTS

  COMPLIANCE FORM

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

  CALGreen Commissioning Requirement 5.410.2, Commissioning Measures in the Construction Documents

  5.410.2. Commissioning measures shall be shown in the construction documents.

  The commissioning measures shown in the construction documents include the checked elements listed below and have been approved by the owner, owner’s representative or designer of record.

  Col1	COMMISSIONING MEASURE ELEMENTS1	INCLUDED
  1.	Measures shown in the specifications and cross referenced	
  2.	List of commissioned equipment and systems	
  3.	Cx roles and responsibilities of all parties	
  4.	Meeting requirements	
  5.	Commissioning schedule management procedures	
  6.	Procedures for addressing outstanding issues or noncompliance	
  7.	Requirements for execution and documentation of installation and equipment start-up	
  8.	Specific testing requirements for each system type1	
  9.	Submittal review and approval requirements	
  10.	Contents and approval process of the commissioning plan	
  11.	Cx documentation and reporting requirements	
  12.	Facility staff training requirements and verification procedures	
  13.	O&M manual review and approval procedures	
  14.	Systems manual development and approval procedures	
  15.	Definitions	

  1. These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

  ---

  Owner / Owner’s Representative Date or Designer of Record Signature

  8-28 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Cx MEASURES IN CONSTRUCTION DOCUMENTS

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: ________________________________________________________

  Permit Number: _____________________________

  ITEM #	COMMISSIONING MEASURES ITEMS
  1	Measures shown in the specifications and cross

• CALGreen § 8-28 High relevance — show source text

  |List of commissioned equipment and systems|| |3.|Cx roles and responsibilities of all parties|| |4.|Meeting requirements|| |5.|Commissioning schedule management procedures|| |6.|Procedures for addressing outstanding issues or noncompliance|| |7.|Requirements for execution and documentation of installation and equipment start-up|| |8.|Specific testing requirements for each system type1|| |9.|Submittal review and approval requirements|| |10.|Contents and approval process of the commissioning plan|| |11.|Cx documentation and reporting requirements|| |12.|Facility staff training requirements and verification procedures|| |13.|O&M manual review and approval procedures|| |14.|Systems manual development and approval procedures|| |15.|Definitions||

  1. These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

  ---

  Owner / Owner’s Representative Date or Designer of Record Signature

  8-28 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Cx MEASURES IN CONSTRUCTION DOCUMENTS

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: ________________________________________________________

  Permit Number: _____________________________

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

  Commissioning Agent Acknowledgment

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

  Name: _______________________________________

  Company Name (if applicable): _____________________________________________

  Agent’s Signature: __________________________________ Date: ______________

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-29

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  COMMISSIONING PLAN

  COMPLIANCE FORM

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

  CALGreen Commissioning Requirement 5.410.2.3, Commissioning Plan

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

  (See Cx plan elements checklist below.)

• CALGreen § 107.3.1 High relevance — show source text

  [A] 107.3.1 Approval of construction documents. When the building official issues a permit, the construction documents shall be approved, in writing or by stamp, as “Reviewed for Code Compliance.” One set of construction documents so reviewed shall be retained by the building official. The other set shall be returned to the applicant, shall be kept at the site of work and shall be open to inspection by the building official or a duly authorized representative.

  [A] 107.3.2 Previous approvals. This code shall not require changes in the construction documents, construction or designated occupancy of a structure for which a lawful permit has been heretofore issued or otherwise lawfully authorized, and the construction of which has been pursued in good faith within 180 days after the effective date of this code and has not been abandoned.

  [A] 107.3.3 Phased approval. The building official is authorized to issue a permit for the construction of foundations or any other part of a building or structure before the construction documents for the whole building or structure have been submitted, provided that adequate information and detailed statements have been filed complying with pertinent requirements of this code. The holder of such permit for the foundation or other parts of a building or structure shall proceed at the holder’s own risk with the building operation and without assurance that a permit for the entire structure will be granted.

  [A] 107.3.4 Design professional in responsible charge. Where it is required that documents be prepared by a registered design professional, the building official shall be authorized to require the owner or the owner’s authorized agent to engage and desig

  1-30 2025 CALIFORNIA BUILDING CODE

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

  ADMINISTRATION

  nate on the building permit application a registered design professional who shall act as the registered design professional in responsible charge. If the circumstances require, the owner or the owner’s authorized agent shall designate a substitute registered design professional in responsible charge who shall perform the duties required of the original registered design professional in responsible charge. The building official shall be notified in writing by the owner or the owner’s authorized agent if the registered design professional in responsible charge is changed or is unable to continue to perform the duties.

  The registered design professional in responsible charge shall be responsible for reviewing and coordinating submittal documents prepared by others, including phased and deferred submittal items, for compatibility with the design of the building.

  [A] 107.3.4.1 Deferred submittals. Deferral of any submittal items shall have the prior approval of the building official. The registered design professional in responsible charge shall list the deferred submittals on the construction documents for review by the building official.

  Documents for deferred submittal items shall be submitted to the registered design professional in responsible charge who shall review them and forward them to the building official with a notation indicating that the deferred submittal documents have been reviewed and found to be in general conformance to the design of the building. The deferred submittal items shall not be installed until the deferred submittal documents have been approved by the building official. [OSHPD 1, 1R, 2, 4 & 5] Deferred submittals shall be in accordance with the California Administrative Code, Chapter 7, Section 7-126.

  [A] 107.4 Amended construction documents. Work shall be installed in accordance with the approved construction documents, and any changes made during construction that are not in compliance with the approved construction documents shall be resubmitted for approval as an amended set of construction documents.

• CALGreen § 6.1 High relevance — show source text

  Reference: 6.1 Documentation and training

  CALGreen Section 5.410.2.5, Documentation and training.

  Section 5.410.2.5.1, Systems manual.

  6.1.1 Intent:

  The Systems Manual documents information focusing on the operation of the building systems. This document provides information needed to understand, operate and maintain the equipment and systems and informs those not involved in the design and construction of the building systems. This document is in addition to the record construction drawings, documents and the Operation & Maintenance (O&M) manuals supplied by the contractor. The Systems Manual is assembled during the construction phase and available during the contractors’ training of the facility staff.

  6.1.2 Compliance Method:

  Compliance is demonstrated by providing the Systems Manual. The information in the Systems Manual includes the following:

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

  a. Site information

  i. Location of property - address

  ii. Site acreage iii. Local utility information

             Water service provider
  
             Natural/LPG gas service provider
  
             Electrical service provider
  
             Telecommunications service provider
  
             Other service providers
  

  b. Facility description i. Use/function

  ii. Square footage

  iii. Occupancy type

  iv. Construction type v. Basis of Design vi. Location of major systems and equipment c. Project history

  i. Project requirements

             Owner’s Project Requirements (OPR)
  
             Basis of Design (BOD)
  

  ii. Project undocumented events iii. Record drawings and documents iv. Final control drawings and schematics v. Final control sequences vi. Construction documents - location or delivery information

             Mechanical and electrical drawings
  
             Specifications
             - Submittals
  
             Project change orders and information
  

  d. Current requirements i. Building operating schedules

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-19

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  ii. Space temperature, humidity and pressure, CO 2 setpoints

  iii. Summer and winter setback schedules

  iv. Chilled and hot water temperatures v. As-built control setpoints and parameters

  2. Site contact information

  a. Owner information

  b. Emergency contacts c. Design team: architect, mechanical engineer, electrical engineer, etc.

  d. Prime contractor contact information

  e. Subcontractor information

  f. Equipment supplier contact information 3. Basic operation and maintenance, including general site operating procedures, basic trouble shooting, recommended maintenance requirements site events log

  a. Basic operation i. Written narratives of basic equipment operation ii. Interfaces, interlocks and interaction with other equipment and systems iii. Initial maintenance provided by contactor b. General site operating procedures i. Instructions for changes in major system operating schedules ii. Instructions for changes in major system holiday and weekend schedules c. Basic troubleshooting i. Cite any recommended troubleshooting procedures specific to the major systems and equipment installed in the building. ii. Manual operation procedures iii. Standby/backup operation procedures iv. Bypass operation procedures v. Major system power fail resets and restarts vi. Trend log listing d. Recommended maintenance events log e. Operation & Maintenance manuals - location or delivery information

  4. Major systems a. Renewable energy systems i. Photovoltaic panels and inverters ii. Wind-powered electrical generators and inverters b. Landscape irrigation systems i. Water distribution diagrams ii. Control system
• CALGreen § 106.3.2 High relevance — show source text

  [A] 106.3.2 Previous approval. This code shall not require changes in the construction documents, construction or designated occupancy of a structure for which a lawful permit has been issued and the construction of which has been pursued in good faith within 180 days after the effective date of this code and has not been abandoned.

  [A] 106.3.3 Phased approval. The code official is authorized to issue a permit for the construction of foundations or any other part of a building before the construction documents for the whole building or structure have been submitted, provided that adequate information and detailed statements have been filed complying with pertinent requirements of this code. The holder of such permit for the foundation or other parts of a building shall proceed at the holder’s own risk with the building operation and without assurance that a permit for the entire structure will be granted.

  [A] 106.3.4 Deferred submittals. Deferral of any submittal items shall have the prior approval of the code official. The registered design professional in responsible charge shall list the deferred submittals on the construction documents for review by the code official.

  Submittal documents for deferred submittal items shall be submitted to the registered design professional in responsible charge who shall review them and forward them to the code official with a notation indicating that the deferred submittal docu

  2025 CALIFORNIA EXISTING BUILDING CODE 1-27

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

  ADMINISTRATION

  ments have been reviewed and that they have been found to be in general conformance to the design of the building. The deferred submittal items shall not be installed until their deferred submittal documents have been approved by the code official.

  [A] 106.4 Amended construction documents. Work shall be installed in accordance with the reviewed construction documents, and any changes made during construction that are not in compliance with the approved construction documents shall be resubmitted for approval as an amended set of construction documents.

  [A] 106.5 Retention of construction documents. One set of approved construction documents shall be retained by the code official for a period of not less than the period required for retention of public records.

  [A] 106.6 Design professional in responsible charge. Where it is required that documents be prepared by a registered design professional, the code official shall be authorized to require the owner or the owner’s authorized agent to engage and designate on the building permit application a registered design professional who shall act as the registered design professional in responsible charge. If the circumstances require, the owner or the owner’s authorized agent shall designate a substitute registered design professional in responsible charge who shall perform the duties required of the original registered design professional in responsible charge. The code official shall be notified in writing by the owner or the owner’s authorized agent if the registered design professional in responsible charge is changed or is unable to continue to perform the duties. The registered design professional in responsible charge shall be responsible for reviewing and coordinating submittal documents prepared by others, including phased and deferred submittal items, for compatibility with the design of the building. Where structural observation is required, the inspection program shall name the individual or firms who are to perform structural observation and describe the stages of construction at which structural observation is to occur.

  SECTION 107—TEMPORARY USES, EQUIPMENT AND SYSTEMS