CALGreen · California Green Building Standards Code (CALGreen)

What information is required on construction documents to show green‑building compliance?

Your plans must plainly show where each green feature is, what it is, how big or how capable it is, and include or reference the paperwork (checklist, product certs, commissioning plan) that proves it will meet CALGreen; this is required by **§ 102.2**.

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Last reviewed: July 6, 2026

What the code requires — 2-4 sentences

Construction documents must be clear enough to show the location, nature, and scope of every proposed green building feature and demonstrate that those features will conform to CALGreen, the California Building Standards Code, and other applicable laws as set by the enforcing agency. This is the rule in § 102.2.

The single most important rule: construction documents must plainly show where the green feature is, what it is, how big/what capacity it has, and that it will meet the applicable code requirements (location, nature, scope, and conformance). § 102.2

Key terms (first use is bolded)

  • Construction documents — plans, specifications and related submittals that accompany a permit application. § 102.2
  • Green building feature — any element used to comply with CALGreen (for example: commissioning requirements, PV systems, water‑reuse systems, irrigation, etc.). § 102.2 and various chapter sections (see Related provisions).

Requirements in detail

Short checklist (plain English)

  • Show location of the green feature on the drawings (plan view, roof plan, site plan, elevation or detail as appropriate). § 102.2
  • Describe the nature (what the feature is: PV array, irrigation type, greywater system, commissioning scope, etc.). § 102.2
  • Define the scope (size, capacity, boundaries of work, systems to be commissioned, performance targets or schedules). § 102.2
  • Show conformance statements or supporting documentation that tie the feature to the specific CALGreen provisions and other codes. § 102.2 and § 102.3 (verification)

What “sufficient clarity” typically includes (practical items)

  • Drawn location(s) on site/roof/floor plans and relevant details. § 102.2
  • Equipment schedules and ratings (kW, gpm, BTU/h, inverter models, controller types) or narrative capacity. § 102.2
  • Sequences of operation, setpoints, and schedules when required (e.g., for commissioning, HVAC controls, irrigation). See commissioning guidance § 5.410.2 and Commissioning Plan § 5.410.2.3.
  • References to product certifications, cut sheets, or compliance forms used to demonstrate conformance (product certs and specifications are accepted methods). See Appendix documentation examples (product certifications).

Decision table — what to put on the plans vs. what to attach as supporting docs

Decision dimension Minimum content on construction documents Typical supporting documentation (attach/submit) Code Reference
Location Plan view (site, roof, floor), keyed detail location Photos, site surveys if needed § 102.2
Nature (what it is) Label and short description (e.g., “PV array — 8.5 kW, roof‑mounted”) Manufacturer cut sheets, listings, ENERGY STAR labels § 102.2; product certs example in Appendix
Scope (size/capacity) Quantities, capacities, footprints, served areas Calculations, load schedules, equipment submittals § 102.2
Performance / controls Setpoints, schedules, sequences of operation on drawings or specs OPR / BOD, controls narratives, test procedures Commissioning measures § 5.410.2; OPR/BOD guidance
Conformance statement A note: “This feature complies with CALGreen [citation to section]” or cross‑reference on drawings Completed application checklist, compliance forms, product certs § 102.2 and verification § 102.3
Commissioning items Indicate systems to be commissioned and that commissioning specs are included Commissioning Plan and Cx specs (see checklist) § 5.410.2 and § 5.410.2.3

Exceptions & special cases

  • The enforcing agency may waive submission of construction documents that are not required to be prepared by a licensed design professional. See § 102.1 Exception.
  • Alternate methods of documentation are allowed: if you propose a different way to show compliance, the enforcing agency can accept it so long as it demonstrates substantial conformance with the intent of the measure. See § 102.3.
  • For residential projects under HCD, a completed Residential Occupancies Application Checklist (showing Chapter 4 mandatory measures and Tier selection where applicable) and references to measure‑specific documentation are required. See HCD note under § 102.3.

Common mistakes

  • Missing or vague location information — plans show a “PV” note but no roof plan layout or array footprint. Remember § 102.2 requires location clarity.
  • Stating a generic compliance claim without cross‑referencing the specific CALGreen section or attaching the supporting certification or checklist. § 102.2 and verification steps require demonstration of conformance.
  • Omitting sequences of operation, setpoints, or commissioning items for systems that must be commissioned — these must be shown or referenced in the construction documents per commissioning requirements. See § 5.410.2.
  • Relying only on product literature that does not clearly match the installed equipment; the appendix indicates product certifications and specifications are expected forms of documentation.

Worked example — single‑family house installing PV + drought‑tolerant landscape (concrete numbers)

Project: New single‑family house with a 6.0 kW roof‑mounted PV system and 2,500 ft² landscape retrofit to low‑water plants.

What to place on the construction documents (minimum to meet § 102.2):

  • Roof plan: show the PV array location and orientation, labeled “PV Array — 6.0 kW, 18 modules, 350 W each, inverter model X”. This satisfies the “location, nature and scope” requirement. § 102.2
  • Electrical schedule: list inverter model, module spec sheet reference, array voltage and breaker locations (scope and capacity). § 102.2
  • Site/landscape plan: show area (2,500 ft²) of new planting labelled “drought‑tolerant planting, estimated ET replacement 40%” and show irrigation zones and controllers to be installed. § 102.2
  • Conformance note on cover sheet: “PV and landscaping comply with CALGreen (see § references) — supporting product certifications and application checklist submitted.” This ties the plans to the verification requirement. § 102.2 and § 102.3

What to attach as supporting documents:

  • Manufacturer cut sheets for modules and inverter (product certification/specification). Appendix guidance lists product certification as acceptable documentation.
  • Completed application checklist indicating which CALGreen measures are being met (residential checklist if applicable). § 102.3 (HCD note)
  • Landscape water‑use calculations or irrigation schedule demonstrating compliance. § 102.2 requires the scope and conformance to be clear on the documents.

If the project has commissioning obligations (e.g., larger multifamily or nonresidential projects), include a commissioning scope on the drawings and reference the Commissioning Plan (see § 5.410.2 and § 5.410.2.3) so plan intake can verify the items are included.

Common enforcement checks at plan intake

  • Does the cover sheet or a checklist state which CALGreen measures are applicable and where supporting documents are found? § 102.2 and § 102.3 require demonstration of conformance.
  • Are commissioning requirements, OPR/BOD references or the commissioning plan included or cross‑referenced when required? See § 5.410.2 guidance.

Related provisions (select sections you will commonly need to reference)

  • § 102.1 — Submittal documents (sets; waiver authority).
  • § 102.3 — Verification: documentation of conformance; acceptance of alternate documentation; HCD note about residential checklist.
  • § 5.410.2 — Commissioning measures shall be shown in the construction documents (detailed checklist provided).
  • § 5.410.2.3 — Commissioning Plan — elements required prior to permit issuance.
  • Owner’s Project Requirements (OPR) and Basis of Design (BOD) guidance — tie to what must be shown, and may be required at plan intake (see commissioning / documentation guidance).
  • Appendix examples (product certification and documentation methods) — e.g., A6.504.8.5.2 lists product certifications and chain‑of‑custody as acceptable verification items.

Code references

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

  • CALGreen § 102.1 High relevance — show source text
    1. 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.

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  • CALGreen § 7-104 High relevance — show source text
    1. Section 7-104 in the California Administrative Code for the Office of the Statewide Health Planning and Development.

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    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 § 8-18 High relevance — show source text

    Elements of acceptable test procedures include:

    1. Date and party—Identification of the date of the test and the party conducting the test.

    2. Signature block—Signature of the designated commissioning lead and the equipment installing contractor attesting that the recorded test results are accurate.

    3. Prerequisites—Any conditions or related equipment checkout or testing that needs to be completed before conducting this test.

    4. Precautions—Identification of the risks involved to the test team members and the equipment and how to mitigate them.

    5. Instrumentation—Listing of the instrumentation and tools necessary to complete the test.

    6. Reference—In each procedure item, identify the source for what is being confirmed (e.g., sequence of operation ID, operating feature, specification requirement, etc.).

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    1. Test instructions—Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should performed.

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

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

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

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

    5.3 Enforcement:

    At their discretion, the inspector confirms demonstrated compliance during onsite enforcement by: a) Receipt of a copy of completed and signed functional performance tests and corrected deficiencies, or b) Receipt of a form signed by the owner, owner’s representative or commissioning coordinator attesting that the functional performance tests have been completed and any deficiencies corrected.

    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
  • 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

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    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

    1. 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

    1. 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 § 3.1 High relevance — show source text

    O101.2 Qualifications. Registered design professionals shall possess the knowledge, skills and abilities necessary to demonstrate compliance with this code.

    O101.3 Construction document preparation. Construction documents required by this code shall be prepared in adequate detail and submitted for review and approval in accordance with Section 107.

    O101.3.1 Review. Construction documents submitted in accordance with this code shall be reviewed for code compliance with the appropriate code provisions in accordance with Section 107.

    O101.4 Construction. Construction shall comply with the approved construction documents submitted in accordance with this code, and shall be verified and approved to demonstrate compliance with this code.

    O101.4.1 Facility operating policies and procedures. Policies, operations, training and procedures shall comply with approved documents submitted in accordance with this code, and shall be verified and approved to demonstrate compliance with this code.

    O101.4.2 Maintenance. Maintenance of the performance-based design shall be ensured throughout the life of the building or portion thereof.

    O101.4.3 Changes. The owner or the owner’s authorized agent shall be responsible to ensure that any change to the facility, process or system does not increase the hazard level beyond that originally designed without approval and that changes shall be documented in accordance with the code.

    O101.5 Documentation. The registered design professional shall prepare appropriate documentation for the project, clearly detailing the approach and rationale for the design submittal, the construction and the future use of the building, facility or process.

    O101.5.1 Reports and manuals. The design report shall document the steps taken in the design analysis, clearly identifying the criteria, parameters, inputs, assumptions, sensitivities and limitations involved in the analysis. The design report shall clearly identify bounding conditions, assumptions and sensitivities that clarify the expected uses and limitations of the performance analysis. This report shall verify that the design approach is in compliance with the applicable codes and acceptable methods and shall be submitted for concurrence by the building official prior to the construction documents being completed. The report shall document the design features to be incorporated based on the analysis.

    The design report shall address the following:

    1. Project scope.

    2. Goals and objectives.

    3. Performance criteria.

    4. Hazard scenarios.

    5. Design fire loads and hazards.

    6. Final design.

    7. Evaluation.

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    APPENDIX O—PERFORMANCE-BASED APPLICATION

    1. Bounding conditions and critical design assumptions.
    2. Critical design features.
    3. System design and operational requirements.
    4. Operational and maintenance requirements.
    5. Commissioning testing requirements and acceptance criteria.
    6. Frequency of certificate renewal.
    7. Supporting documents and references.
    8. Preliminary site and floor plans.

    O101.5.2 Design submittal. Applicable construction documents shall be submitted to the building official for review. The documents shall be submitted in accordance with the jurisdiction’s procedures and in sufficient detail to obtain appropriate permits.

    O101.6 Review. Construction documents submitted in accordance with this code shall be reviewed for code compliance with the appropriate code provisions.

    O101.6.1 Peer review. The owner or the owner’s authorized agent shall be responsible for retaining and furnishing the services of a registered design professional or recognized expert, who will perform as a peer reviewer, where required and approved by the building official.

  • CALGreen § 107.2.1 High relevance — show source text

    [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.

    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 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] 107.2.5 Exterior balconies and elevated walking surfaces. Where 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] 107.2.6 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, as applicable, flood hazard areas, floodways, and design flood elevations; 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 building official is authorized to waive or modify the requirement for a site plan where the application for permit is for alteration or repair or where otherwise warranted.

    [A] 107.2.6.1 Design flood elevations. Where design flood elevations are not specified, they shall be established in accordance with Section 1612.3.1.

    [A] 107.2.7 Structural information. The construction documents shall provide the information specified in Section 1603.

    [A] 107.2.8 Relocatable buildings. Construction documents for relocatable buildings shall comply with Section 3113.

  • 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

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    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 § 8-15 High relevance — show source text

    Building Occupant and O&M Personnel Expectations—Describe the following: a. How building will be operated and by whom b. Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants c. Building operation and maintenance staff location and capabilities

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    1.3 Enforcement:

    At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the OPR document, or b) Receipt of a form signed by the owner or owner representative attesting that the OPR has been completed and approved by the owner.

    Reference: 2 Basis of Design (BOD)

    CALGreen Section 5.410.2.2, Basis of Design (BOD).

    2.1 Intent:

    The Basis of Design (BOD) describes the building systems to be commissioned and outlines design assumptions not indicated in the design documents. The design team develops the BOD to describe how the building systems’ design meets the Owner’s Project Requirements (OPR), and why the systems were selected. The BOD is most effective when developed early in the project design and updated as necessary throughout the design process.

    2.2 Compliance Method:

    Compliance requires the completion of the BOD document and should include the following where applicable:

    1. 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

    2. 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

    3. 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 § 3.2 High relevance — show source text

    3.2 Compliance Method:

    Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:

    1. Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.

    2. A list of the systems and assemblies covered by the commissioning requirements.

    3. Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead

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    iii. Owner, facility staff iv. Architect and design engineers v. Include the noncontractor parties in the construction specifications (information used only to provide the contractor with context for their work).

    vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.

    1. Meeting requirements

    2. Commissioning schedule management procedures

    3. Issue and noncompliance management procedures

    4. Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations

    5. Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested

    iii. Conditions of test

    iv. Acceptance criteria, and any allowed sampling v. Include details of the format and rigor of the test forms required to document test execution vi. Include example forms is recommended 9. Submittal review requirements and approval process. 10. Content, authority and approval process of the commissioning plan. 11. Commissioning documentation and reporting requirements. 12. Facility staff training requirements and verification procedures. 13. O&M manual review and approval procedures. 14. System’s manual development and approval requirements and procedures.

    1. Definitions section.

    3.3 Enforcement:

    At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the commissioning specifications, or b) Receipt of a form signed by the owner or owner’s representative or designer of record attesting that the owner-approved commissioning specifications are included in the construction documents.

    Reference: 4 Commissioning plan

    CALGreen Section 5.410.2.3, Commissioning plan.

    4.1 Intent:

    The Commissioning Plan (Cx Plan) establishes the commissioning process guideline for the project and commissioning team’s level of effort by identifying the required Cx activities to ensure that the Owner’s Project Requirements (OPR) and the Basis of Design (BOD) are met. The Cx Plan also includes a commissioning schedule from design to occupancy.

    4.2 Compliance Method:

    Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:

    1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.
  • CALGreen § 3.3 High relevance — show source text
    1. Definitions section.

    3.3 Enforcement:

    At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the commissioning specifications, or b) Receipt of a form signed by the owner or owner’s representative or designer of record attesting that the owner-approved commissioning specifications are included in the construction documents.

    Reference: 4 Commissioning plan

    CALGreen Section 5.410.2.3, Commissioning plan.

    4.1 Intent:

    The Commissioning Plan (Cx Plan) establishes the commissioning process guideline for the project and commissioning team’s level of effort by identifying the required Cx activities to ensure that the Owner’s Project Requirements (OPR) and the Basis of Design (BOD) are met. The Cx Plan also includes a commissioning schedule from design to occupancy.

    4.2 Compliance Method:

    Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:

    1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.

    2. Commissioning goals – Document the commissioning goals, including but not limited to: i. Meeting CALGreen code requirements for commissioning. ii. Meeting OPR and BOD requirements. iii. Carrying out requirements for commissioning activities as specified in plans and specifications.

    3. Systems to be commissioned – See BOD a. An explanation of the original design intent - Document the performance objectives and design intent for each system listed to be commissioned in a written narrative

          - Refer to the OPR and BOD documents

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

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

           See (Section 5.410.2.4) FPT guidance for more information

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

  • CALGreen § 8-27 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: ___________

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    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

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    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 § 504.8.5.2 High relevance — show source text

    A6.504.8.5.2 Documentation. Verification of compliance with this section shall be provided as requested by the enforcing agency. Documentation shall include at least one of the following:

    1. Product certifications and specifications.
    2. Chain of custody certifications.
    3. Other methods acceptable to the enforcing agency.

    A6.504.9 Environmental tobacco smoke (ETS) control. [OSHPD 1, 2 & 4] Where outdoor areas are provided for smoking, prohibit smoking within 25 feet of building entries, outdoor air intakes and operable windows and within the building, if not already prohibited by other laws or regulations, or as enforced by ordinances, regulations or policies of any city, county, city and county, California Community College, campus of the California State University or campus of the University of California, whichever are more stringent. When ordinances, regulations or policies are not in place, post signage to inform building occupants of the prohibitions.

    SECTION A6.505 [OSHPD 1, 2 & 4]—INDOOR MOISTURE CONTROL

    A6.505.2 Indoor moisture control. Buildings shall meet or exceed the provisions of California Building Code, CCR, Title 24, Part 2, Sections 1203 and Chapter 14.

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

    NONRESIDENTIAL OCCUPANCIES APPLICATION CHECKLIST [OSHPD 1, 2 and 4]

    FEATURE OR MEASURE COMPLIANCE LEVELS Col3 Col4 NOTES
    FEATURE OR MEASURE Mandatory
    CALGreen    		 VOLUNTARY
    CALGreen    		 VOLUNTARY
    CALGreen    		 VOLUNTARY
    CALGreen
    FEATURE OR MEASURE Mandatory
    CALGreen    		 Tier 1 Tier 2 Tier 2
    DIVISION A6.1 – PLANNING AND DESIGN
    SECTION Site Development SECTION Site Development SECTION Site Development SECTION Site Development SECTION Site Development
    **A6.106.9 Building orientation.**Locate and orient the building as follows:
    1. When site and location permit, orient the building with the long sides facing north and
    south.
    2. Protect the building from thermal loss, drafts and degradation of the building envelope
    caused by wind and wind-driven materials such as dust.
    DIVISION A6.2 – ENERGY EFFICIENCY
    SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures SECTION A6.203 Performance Measures
    A6.203.1 Energy performance. [OSHPD 1]
    **A6.203.1.1 CALGreen Tier 1.

Frequently asked questions

What is the single sentence I should write on the cover sheet to satisfy § 102.2?

Write: “Construction documents show the location, nature and scope of proposed CALGreen green‑building features and demonstrate conformance with CALGreen and the California Building Standards Code; supporting documentation is attached.” § 102.2

Do I need manufacturer cut sheets on the plans or can they be submitted separately?

They may be submitted as supporting documentation, but the plans must clearly identify and cross‑reference the cut sheets so plan reviewers can confirm the feature’s nature and scope. § 102.2 and § 102.3.

Are commissioning requirements required on construction documents?

Yes — where commissioning is required, commissioning measures shall be shown in the construction documents and a Commissioning Plan completed prior to permit issuance. See § 5.410.2 and § 5.410.2.3.

If I propose an alternate way to show compliance, will the enforcing agency accept it?

The enforcing agency may accept alternate documentation if it demonstrates substantial conformance with the intent of the measure. See § 102.3.

For residential projects, is there a special checklist or form?

Yes — HCD requires submission of a completed Residential Occupancies Application Checklist that includes Chapter 4 mandatory measures and Tier selection, with references to measure‑specific documentation. See the HCD note under § 102.3.

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