CALGreen · California Green Building Standards Code (CALGreen)

What documentation types can be used to demonstrate compliance (plans, specs, inspection reports)?

CALGreen **§ 703.1** requires that compliance be demonstrated with documentation such as construction documents (plans/specs), builder/installer certifications, inspection reports, commissioning and product documentation; the enforcing agency may require specific documents or special inspections identified in the code or permit checklist.

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Last reviewed: July 6, 2026

What the code requires — 2-4 sentences

The California Green Building Standards Code requires that documentation used to show compliance "shall include but is not limited to" construction documents, plans, specifications, builder or installer certification, inspection reports, or other methods acceptable to the enforcing agency that demonstrate substantial conformance. This requirement is stated in § 703.1.

The single most important rule: provide documentation (plans/specs, certifications, inspection reports, or other acceptable records) sufficient to demonstrate substantial conformance — and follow any specific verification method identified in the applicable section or checklist. § 703.1.

Requirements in detail

Key defined terms (first use bolded)

Construction documents — the set of drawings and supporting documents submitted for permit that describe the work. § 703.1.
Plans and specifications — detailed drawings and written product/installation requirements used to show how the project will meet the code. § 703.1.
Builder or installer certification — a signed statement from the responsible party attesting that installed work meets the code or the approved documents. § 703.1.
Inspection reports — records of on-site verification, including special inspection reports when required by the enforcing agency. § 703.1; see also § 702.2 on special inspection qualifications.

Decision table — Which documentation to submit, why, and where it’s required

Documentation type	What it demonstrates	Typical author/source	When commonly required	Code Reference
Construction documents (plans & specs)	Design intent and how measures meet mandatory/voluntary provisions	Architect/engineer or designer of record	Always part of permit submittal; used to show compliance on plan review	§ 703.1
Builder / installer certification	Installer attests to correct installation per specs/standards	Contractor, installer, or manufacturer rep (signed)	Where the code or checklist calls for installer verification (e.g., equipment or systems)	§ 703.1
Inspection reports (including special inspectors)	Field verification that installed work matches approved documents	Building inspector, special inspector, third‑party verifier	When inspections are called for by the section or enforcing agency; special inspectors per § 702.2	§ 703.1; § 702.2
Functional performance / commissioning reports	Demonstrate operation and testing of systems (readings, adjustments)	Commissioning agent, testing contractor	Required for many nonresidential systems; included in construction documentation and O&M manual	§ 5.410.2.4–.5
Product certifications / EPDs / manufacturer spec sheets	Proof that materials meet product-specific requirements (e.g., GWP limits)	Manufacturer, product certifier, third‑party declaration	When a material/product is required to meet prescriptive criteria (see product tables)	§ 5.409.3 / Appendix references
Systems manual / O&M manual	Post‑construction documentation of operation, maintenance, training	Commissioning agent, design professional, owner	Required for many commercial projects at final inspection/closeout	§ 5.410.2.5 / § 110.3.12.1

Notes:

The list in § 703.1 is illustrative, not exhaustive: the enforcing agency may accept "other methods acceptable to the enforcing agency" that demonstrate substantial conformance. § 703.1.
Where a specific section requires a particular form of documentation or special inspection, that specific method will be identified in that section or in the application checklist (per § 703.1).

How the enforcing agency decides what to accept

The enforcing agency reviews submitted documentation for "substantial conformance" with the code and may require additional documentation or special inspection when needed. § 703.1.
For specialty verifications (for example whole‑building GWP analyses or product EPDs), the related sections specify the required documentation and where to submit it (e.g., summary in construction documents; full reports in the O&M manual). See § 5.409.2.3 and A5.409.2.3.

Exceptions & special cases

When a section requires a specific verification method or special inspection, that method controls and will be identified in that section or on the project application checklist. § 703.1.
Special inspectors must be independent and demonstrate competence and acceptable certifications as required by the enforcing agency (see § 702.2). If the enforcing agency requires special inspection, they will identify the qualifications and scope.
Some voluntary or Tiered compliance paths (e.g., life‑cycle GWP Tier 1/Tier 2) have their own verification lists (software output summaries, worksheets, professional signatures) and may require inspection reports during construction to substantiate conformance. See § 5.409.2.3 and appendix material for Tier verification steps.

Common mistakes

Submitting plans that lack the specific documentation the section requires (e.g., leaving out the required worksheet or summary) — remember specific sections may call out mandatory documents beyond the general list in § 703.1.
Relying on unsigned or incomplete installer/builder certifications or inspection reports (missing signature, missing dates, or missing scope). § 703.1 contemplates signed certifications and reports as acceptable demonstrations.
Failing to include required post‑construction documentation (systems manual, O&M information, commissioning reports) at final inspection; these are often required for acceptance and for owner handover. See § 5.410.2.5 and § 110.3.12.1.
Assuming a single generic document will satisfy all verifications — some measures (product EPDs, functional tests, GWP summaries) have their own required formats or signatories. Check the specific section or worksheet called out in the code.

Worked example — single concrete example with numbers

Scenario: A 10,000 ft² commercial tenant improvement includes a new HVAC system and a precast concrete change with material GWP limits. The project must show compliance for both system commissioning and product GWP prescriptive limits.

What to submit:

Construction documents (plans & specs) showing HVAC equipment, control sequences, and specification of precast concrete mixes. These are part of the permit set. § 703.1.
Commissioning plan and functional performance testing procedures included in the construction documents (pre‑permit) — list measurable acceptance criteria and test procedures. The code requires commissioning measures to be shown in the construction documents and a commissioning plan prior to permit issuance. § 5.410.2.3–.4.
Installer (HVAC) certification: the installing contractor signs a certification at system completion attesting correct installation per specs. This is an acceptable demonstration under § 703.1.
Functional performance testing report: an HVAC functional test with readings (temperatures, flows), signed by the commissioning agent, showing measured values meet acceptance criteria (e.g., supply airflow within ±10% of design). Present this at final inspection per § 5.410.2.4–.5.
Product GWP documentation: each precast mix has product‑specific or factory EPDs and a weighted average GWP calculation demonstrating the project meets the table maximums. Include the Worksheet WS‑4/WS‑7 summary in the construction documents and full WBLCA in the O&M manual at closeout as required by § 5.409.2.3.

How the enforcing agency will review:

Plan review: reviewer checks the plans/specs and confirms the commissioning plan and GWP summary are present (per § 703.1 and related sections).
Inspections: enforcing agency may request special inspection or receive inspection reports from the commissioning agent and installer to document substantial conformance (per § 703.1 and § 702.2).

Related provisions (CALGreen)

§ 703.1 — Documentation list and enforcing agency discretion (controlling section).
§ 702.2 — Special inspection: qualifications and when special inspectors are required.
§ 5.409.2.3 — Verification of whole building life cycle GWP compliance: where summaries and inspection reports are required (example of a section that identifies a specific documentation method).
§ 5.410.2.3–.5 — Commissioning plan, functional performance testing, systems manual and documentation requirements for testing and O&M.
§ 110.3.12.1 — Operation and maintenance manual required at final inspection (cross‑reference to CALGreen O&M deliverables).
Appendix and A‑sections (examples): A5.409.2.3 (verification for Appendix Tier paths) and A6.504.8.5.2 (documentation lists for product/certification verification).

Code references

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

CALGreen § 703.1 High relevance — show source text

Certification by a national or regional green building program or standard publisher. 2. Certification by a statewide energy consulting or verification organization, building performance contractors and home energy auditors. 3. Successful completion of a third party apprentice training program in the appropriate trade. 4. Other programs acceptable to the enforcing agency.

Note: Special inspectors shall be independent entities with no financial interest in the materials or the project they are inspecting for compliance with this code.

[BSC-CG] When required by the enforcing agency, the owner or the responsible entity acting as the owner’s agent shall employ one or more special inspectors to provide inspection or other duties necessary to substantiate compliance with this code. Special inspectors shall demonstrate competence to the satisfaction of the enforcing agency for the particular type of inspection or task to be performed. In addition, the special inspector shall have a certification from a recognized state, national or international association, as determined by the local agency. The area of certification shall be closely related to the primary job function, as determined by the local agency.

Note: Special inspectors shall be independent entities with no financial interest in the materials or the project they are inspecting for compliance with this code.

SECTION 703—VERIFICATIONS

703.1 Documentation. Documentation used to show compliance with this code shall include but is not limited to, construction documents, plans, specifications, builder or installer certification, inspection reports or other methods acceptable to the enforcing agency which demonstrate substantial conformance. When specific documentation or special inspection is necessary to verify compliance, that method of compliance will be specified in the appropriate section or identified in the application checklist.

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CALIFORNIA GREEN BUILDING STANDARDS CODE – MATRIX ADOPTION TABLE

CHAPTER 8 – COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

(Matrix Adoption Tables are nonregulatory, intended only as an aid to the code user. See Chapter 1 for state agency authority and building applications.)

Adopting agency	BSC	BSC- CG	SFM	HCD	Col6	Col7	DSA	Col9	OSHPD	Col11	Col12	Col13	Col14	Col15	BSCC	DPH	AGR	DWR	CEC	CA	SL	SLC
Adopting agency	BSC	BSC- CG	SFM	1	2	1/AC	AC	SS	1	1R	2	3	4	5	5	5	5	5	5	5	5	5
Adopt entire CA chapter		X
Adopt entire chapter as amended (amended sections listed below)
Adopt only those sections that are listed

CALGreen § 7-1 High relevance — show source text
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7 INSTALLER AND SPECIAL INSPECTOR QUALIFICATIONS

SECTION 701—GENERAL (RESERVED)

SECTION 702—QUALIFICATIONS

702.1 Installer training. HVAC system installers shall be trained and certified in the proper installation of HVAC systems including ducts and equipment by a nationally or regionally recognized training or certification program. Uncertified persons may perform HVAC installations when under the direct supervision and responsibility of a person trained and certified to install HVAC systems or contractor licensed to install HVAC systems. Examples of acceptable HVAC training and certification programs include but are not limited to the following:
1. State certified apprenticeship programs.
2. Public utility training programs.
3. Training programs sponsored by trade, labor or statewide energy consulting or verification organizations.
4. Programs sponsored by manufacturing organizations.
5. Other programs acceptable to the enforcing agency.
702.2 Special inspection.

[HCD] When required by the enforcing agency, the owner or the responsible entity acting as the owner’s agent shall employ one or more special inspectors to provide inspection or other duties necessary to substantiate compliance with this code. Special inspectors shall demonstrate competence to the satisfaction of the enforcing agency for the particular type of inspection or task to be performed. In addition to other certifications or qualifications acceptable to the enforcing agency, the following certifications or education may be considered by the enforcing agency when evaluating the qualifications of a special inspector:
1. Certification by a national or regional green building program or standard publisher.
2. Certification by a statewide energy consulting or verification organization, building performance contractors and home energy auditors.
3. Successful completion of a third party apprentice training program in the appropriate trade.
4. Other programs acceptable to the enforcing agency.
Note: Special inspectors shall be independent entities with no financial interest in the materials or the project they are inspecting for compliance with this code.

[BSC-CG] When required by the enforcing agency, the owner or the responsible entity acting as the owner’s agent shall employ one or more special inspectors to provide inspection or other duties necessary to substantiate compliance with this code. Special inspectors shall demonstrate competence to the satisfaction of the enforcing agency for the particular type of inspection or task to be performed. In addition, the special inspector shall have a certification from a recognized state, national or international association, as determined by the local agency. The area of certification shall be closely related to the primary job function, as determined by the local agency.

Note: Special inspectors shall be independent entities with no financial interest in the materials or the project they are inspecting for compliance with this code.

SECTION 703—VERIFICATIONS

703.1 Documentation. Documentation used to show compliance with this code shall include but is not limited to, construction documents, plans, specifications, builder or installer certification, inspection reports or other methods acceptable to the enforcing agency which demonstrate substantial conformance. When specific documentation or special inspection is necessary to verify compliance, that method of compliance will be specified in the appropriate section or identified in the application checklist.

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CALGreen § 5.409.2.3 High relevance — show source text
The software tools and data sets shall be the same for evaluation of both the baseline building and the proposed building.

Notes:
1. Software for calculating whole building life cycle assessment is available for free at Athena Sustainable Materials Institute (https://calculatelca.com/software/impact-estimator/) and OneClick LCA-Planetary (www.oneclicklca.com/planetary). Paid versions include, but are not limited to, Sphera GaBi Solutions (gabi.sphera.com), SimaPro (simapro.com), OneClick LCA (www.oneclicklca.com) and Tally for Revit (apps.autodesk.com).
2. ASTM E2921-22 “Standard Practice for Minimum Criteria for Comparing Whole Building Life Cycle Assessments for Use with Building Codes, Standards, and Rating Systems” may be consulted for the assessment.
3. In addition to the required documentation specified in Section 5.409.2.3, Worksheet WS-9 may be required by the enforcing entity to demonstrate compliance with the requirements.
5.409.2.1 Building components. Building enclosure components included in the assessment shall be limited to glazing assemblies, insulation, and exterior finishes. Primary and secondary structural members included in the assessment shall be limited to footings and foundations, and structural columns, beams, walls, roofs, and floors.

5.409.2.2 Reference study period. The reference study period of the proposed building shall be equal to the reference baseline building and shall be 60 years.

5.409.2.3 Verification of compliance. A summary of the GWP analysis produced by the software and Worksheet WS-4 signed by the design professional of record shall be provided in the construction documents as documentation of compliance. A copy of the whole building life cycle assessment which includes the GWP analysis produced by the software, in addition to maintenance and training information, shall be included in the operation and maintenance manual and shall be provided to the owner at the close of construction. The enforcing agency may require inspection and inspection reports in accordance with Sections 702.2 and 703.1 during and at completion of construction to demonstrate substantial conformance. Inspection shall be performed by the design professional of record or third party acceptable to the enforcing agency.

5.409.3 Product GWP compliance—prescriptive path. Each product that is permanently installed and listed in Table 5.409.3 shall have a Type III environmental product declaration (EPD), either product-specific or factory-specific.

5.409.3.1 Products shall not exceed the maximum GWP value specified in Table 5.409.3.

Exception: Concrete may be considered one product category to meet compliance with this section. A weighted average of the maximum GWP for all concrete mixes installed in the project shall be less than the weighted average maximum GWP allowed per Table 5.409.3 using Exception Equation 5.409.3.1. Calculations shall be performed with consistent units of measurement for the material quantity and the GWP value. For the purposes of this exception, industry-wide EPDs are acceptable.

Exception EQUATION 5.409.3.1

GWP n < GWP allowed

where

GWP n = Σ (GWP n )(v n )

and

GWP allowed = Σ (GWP allowed )(v n )

and
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 § 10-103 High relevance — show source text
The building owner or owner’s representative shall include the Design Review Kickoff Certificate of Compliance form in the certificate of compliance documentation (as specified in Part 1 Section 10-103). 3. Construction documents design review. The construction documents design review Checklist Certificate of Compliance shall list the items checked by the design reviewer during the construction document review. The completed form shall be returned to the owner and design team for review and sign-off. The building owner or owner’s representative shall include this form in the certificate of compliance documentation (as specified in Part 1 Section 10-103).

(e) Commissioning measures shown in the construction documents. Complete descriptions of all measures or requirements necessary for commissioning shall be included in the construction documents (plans and specifications). Commissioning measures or requirements shall be clear, detailed and complete to clarify the commissioning process.

(f) Commissioning plan. Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned and shall be started during the design phase of the building project. The commissioning plan shall include the following:
1. General project information;
2. Commissioning goals;
3. Systems to be commissioned; and
4. Plans to test systems and components, which shall include: A. An explanation of the original design intent; B. Equipment and systems to be tested, including the extent of tests; C. Functions to be tested;
D. Conditions under which the test shall be performed; E. Measurable criteria for acceptable performance; F. Commissioning team information; and G. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning requirements listed in Sections 120.8(g) through 120.8(i) shall be included.

(g) Functional performance testing. Functional performance tests shall demonstrate the correct installation and operation of each component, system and system-to-system interface in accordance with the acceptance test requirements in Sections 120.5, 130.4, 140.9, 160.3(d) and 160.5(e). Functional performance testing reports shall contain information addressing each of the building components tested, the testing methods utilized, and include any readings and adjustments made.

Exception to Section 120.8(g): Healthcare facilities.

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NONRESIDENTIAL, HOTEL/MOTEL OCCUPANCIES, AND COVERED PROCESSES—MANDATORY REQUIREMENTS

(h) Documentation and training. A systems manual and systems operations training shall be completed.
1. Systems manual. Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative and facilities operator. The systems manual shall include the following: A. Site information, including facility description, history and current requirements; B. Site contact information;
C. Instructions for basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, and a site events log; D. Description of major systems; E. Site equipment inventory and maintenance notes; and F. A copy of all special inspection verifications required by the enforcing agency or the standards. 2. Systems operations training. The training of the appropriate maintenance staff for each equipment type or system shall be documented in the commissioning report.
CALGreen § 5.105.2 High relevance — show source text
Exception: Combined addition(s) to existing building(s) of two times the area or more of the existing building(s) is not eligible to meet compliance with Section 5.105.2 or Section A5.105.2.

A5.409.2 Whole building life cycle assessment. Projects shall meet the minimum requirements of Section A5.409.2 for Tier 1 or Tier 2 compliance.

A5.409.2.1 Tier 1. Projects shall conduct a cradle-to-grave whole building life cycle assessment meeting the requirements of Section 5.409.2 and performed in accordance with ISO 14040 and 14044, excluding operating energy, demonstrating a minimum 15-percent reduction in global warming potential (GWP) as compared to a reference baseline building of similar size, function, complexity, type of construction, material specification, and location that meets the requirements of all parts of the California Building Standards Code currently in effect. Software used to conduct the whole building life cycle assessment, including reference baseline building, shall have a data set compliant with ISO 14044, and ISO 21930 or EN 15804, and the software shall conform to ISO 21931 and/or EN 15978. The software tools and data sets shall be the same for evaluation of both the baseline building and the proposed building.

Exception: For projects that include building reuse, the reference baseline building shall exclude the reused elements. The percent reduction in GWP shall be achieved through the design and construction of new project elements.

A5.409.2.2 Tier 2. Projects shall conduct a cradle-to-grave whole building life cycle assessment meeting the requirements of Section 5.409.2 and performed in accordance with ISO 14040 and ISO 14044, excluding operating energy, demonstrating a minimum 20-percent reduction in GWP as compared to a reference baseline building of similar size, function, complexity, type of construction, material specification, and location that meets the requirements of all parts of the California Building Standards Code currently in effect. Software used to conduct the whole building life cycle assessment, including reference baseline building, shall have a data set compliant with ISO 14044, and ISO 21930 or EN 15804, and the software shall conform to ISO 21931 and/or EN 15978. The software tools and data sets shall be the same for evaluation of both the baseline building and the proposed building.

Exception: For projects that include building reuse, the reference baseline building shall not be of new construction and shall retain existing materials. The percent reduction in GWP shall be achieved through the design and construction of new project elements.

A5.409.2.3 Verification of compliance. A summary of the GWP analysis produced by the software and Worksheet WS-7 signed by the design professional of record shall be provided in the construction documents as documentation of compliance. A copy of the whole building life cycle assessment which includes the GWP analysis produced by the software, in addition to maintenance and training information, shall be included in the operation and maintenance manual and shall be provided to the owner at the close of construction. The enforcing agency may require inspection and inspection reports in accordance with Sections 702.2 and 703.1 during and at completion of construction to demonstrate substantial conformance. Inspection shall be performed by the design professional of record or third party acceptable to the enforcing agency.

A5.409.3 Product GWP compliance—prescriptive path. Each product that is permanently installed and listed in Table A5.409.3 shall have a Type III environmental product declaration (EPD), either product-specific or factory-specific.

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:

Product certifications and specifications.
Chain of custody certifications.
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.

CALGreen § 6.1.3 High relevance — show source text
c. Water reuse systems i. Reclaimed water system for indoor use ii. Reclaimed water for irrigation use 5. Site equipment inventory and maintenance notes

a. Spare parts inventory b. Frequently required parts and supplies c. Special equipment required to operate or maintain systems d. Special tools required to operate or maintain systems 6. A copy of all special inspection verifications required by the enforcing agency of this code
1. Other resources and documentation
6.1.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by: a. Receipt of a copy of the Systems Manual, or b. Receipt of a form signed by the owner or owner’s representative attesting that the systems manual has been completed.

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COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

Reference: 6.2 Documentation and training

CALGreen Section 5.410.2.5, Documentation and training.

Section 5.410.2.5.2, Systems operations training.

6.2.1 Intent:

The systems operation training verifies that a training program is developed to provide training to the appropriate maintenance staff for each equipment type and/or system and that this training program is documented in the commissioning report. The systems operations training program is specified in the project specifications for the major systems listed. The systems manual, Operation and Maintenance (O&M) documentation and record drawings are prepared and available to the maintenance staff prior to implementation of any training or the development of a written training program. The training program is to be administered when the appropriate maintenance staff is made available to receive training.

6.2.2 Compliance Method:

The written training program includes: (a) learning goals and objectives for each session, (b) training agenda, topics and length of instruction for each session, (c) instructor information and qualifications, (d) location of training sessions (on-site, off-site, manufacturer’s or vendor’s facility), (e) attendance forms, (f) training materials and (g) description on how the training will be archived for future use.
1. Systems/equipment overview a. Review OPR and BOD related to the major systems and equipment b. Describe system type and configuration c. Explain operation of all major systems and equipment and how it interfaces with other systems and equipment d. Describe operation of critical devices, controls and accessories e. Review location of the major systems and equipment f. Describe operation of control system for each system, location of critical control elements and procedures to properly operate control system g. Review recommendations for implementation to reduce energy and water use
2. Review and demonstration of servicing/preventive maintenance a. Explain location or delivery contact of the Operation & Maintenance manuals b. Review of all manufacturer’s recommended maintenance activities to maintain warranty c. Review and demonstrate frequent maintenance activities and suggested schedule d. Review and demonstrate typical servicing procedures and techniques (electrical current, pressure and flow readings, etc.; calibration procedures, point trending, power fail restart procedures, etc.) e. Locate, observe and identify major equipment, systems, accessories and controls f. Review emergency shut-offs and procedures
3. Review the information in the systems manual a. Describe use of systems manual b. Review elements of systems manual c. Explain how to update and add revisions to systems manual
CALGreen § 5.410.2.1 High relevance — show source text
Informational Note:
1. Functional performance testing for heating, ventilation, air conditioning systems and lighting controls must be performed in compliance with the California Energy Code.
5.410.2.1 Owner’s or Owner representative’s Project Requirements (OPR). [N] The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. This documentation shall include the following:
1. Environmental and sustainability goals.
2. Building sustainable goals.
3. Indoor environmental quality requirements.
4. Project program, including facility functions and hours of operation, and need for after hours operation.
5. Equipment and systems expectations.
6. Building occupant and operation and maintenance (O&M) personnel expectations.
5.410.2.2 Basis of Design (BOD). [N] A written explanation of how the design of the building systems meets the OPR shall be completed at the design phase of the building project. The Basis of Design document shall cover the following systems:
1. Renewable energy systems.
2. Landscape irrigation systems.
3. Water reuse systems.
5.410.2.3 Commissioning plan. [N] Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned. The commissioning plan shall include the following:
1. General project information.
2. Commissioning goals.
3. Systems to be commissioned. Plans to test systems and components shall include: a. An explanation of the original design intent. b. Equipment and systems to be tested, including the extent of tests.
c. Functions to be tested.

d. Conditions under which the test shall be performed. e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning shall be included.

5.410.2.4 Functional performance testing. [N] Functional performance tests shall demonstrate the correct installation and operation of each component, system and system- to-system interface in accordance with the approved plans and specifications.

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NONRESIDENTIAL MANDATORY MEASURES

Functional performance testing reports shall contain information addressing each of the building components tested, the testing methods utilized, and include any readings and adjustments made.

5.410.2.5 Documentation and training. [N] A systems manual and systems operations training are required, including Occupational Safety and Health Act (OSHA) requirements in California Code of Regulations (CCR), Title 8, Section 5142, and other related regulations.

5.410.2.5.1 Systems manual. [N] Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative. The systems manual shall include the following:
1. Site information, including facility description, history and current requirements.
2. Site contact information.
3. Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.
4. Major systems.
5. Site equipment inventory and maintenance notes.
6. A copy of verifications required by the enforcing agency or this code.
7. Other resources and documentation, if applicable.
CALGreen § 104.2.3.3 High relevance — show source text
[A] 104.2.3.3 Compliance with code intent. An alternative material, design or method of construction shall comply with the intent of the provisions of this code.

[A] 104.2.3.4 Equivalency criteria. An alternative material, design or method of construction shall, for the purpose intended, be not less than the equivalent of that prescribed in this code with respect to all of the following, as applicable:
1. Quality.
2. Strength.
3. Effectiveness.
4. Durability.
5. Safety, other than fire safety.
6. Fire safety.
[A] 104.2.3.5 Tests. Tests conducted to demonstrate equivalency in support of an alternative material, design or method of construction application shall be of a scale that is sufficient to predict performance of the end use configuration. Such tests shall be performed by a party acceptable to the code official.

[A] 104.2.3.5.1 Fire tests. Tests conducted to demonstrate equivalent fire safety in support of an alternative material, design or method of construction application shall be of a scale that is sufficient to predict fire safety performance of the end use configuration. Tests shall be performed by a party acceptable to the code official.

[A] 104.2.3.6 Reports. Supporting documentation, where necessary to assist in the approval of materials or assemblies not specifically provided for in this code, shall comply with Sections 104.2.3.6.1 and 104.2.3.6.2.

[A] 104.2.3.6.1 Evaluation reports. Evaluation reports shall be issued by an approved agency, and use of the evaluation report shall require approval by the code official for the installation. The alternate material, design or method of construction and product evaluated shall be within the scope of the code official’s recognition of the approved agency. Criteria used for the evaluation shall be identified within the report and, where required, provided to the code official.

[A] 104.2.3.6.2 Other reports. Reports not complying with Section 104.2.3.6.1 shall describe criteria, including but not limited to any referenced testing or analysis, used to determine compliance with code intent and justify code equivalence. The report shall be prepared by a qualified engineer, specialist, laboratory or fire safety specialty organization acceptable to the code official. The code official is authorized to require design submittals to be prepared by, and bear the stamp of, a registered design professional.

[A] 104.2.3.7 Peer review. The code official is authorized to require submittal of a peer review report in conjunction with a request to use an alternative material, design or method of construction, prepared by a peer reviewer that is approved by the code official.

[A] 104.2.4 Modifications. Where there are practical difficulties involved in carrying out the provisions of this code, the code official shall have the authority to grant modifications for individual cases, provided that the code official shall first find that one or more special individual reasons make the strict letter of this code impractical, and that the modification is in compliance with the intent and purpose of this code and that such modification does not lessen health, accessibility, life and fire safety, or structural requirements. The details of the written request for and action granting modifications shall be recorded and entered in the files of the department of building safety.
CALGreen § 110.3.4.1 High relevance — show source text
110.3.4.1 [HCD 1] Moisture content verification. Moisture content of framing members shall be verified in accordance with the California Green Building Standards Code (CALGreen), Chapter 4, Division 4.5.

[A] 110.3.5 Types IV-A, IV-B and IV-C connection protection inspection. In buildings of Types IV-A, IV-B and IV-C construction, where connection fire-resistance ratings are provided by wood cover calculated to meet the requirements of Section 2304.10.1, inspection of the wood cover shall be made after the cover is installed, but before any other coverings or finishes are installed.

[A] 110.3.6 Lath and gypsum panel product inspection. Lath and gypsum panel product inspections shall be made after lathing and gypsum panel products, interior and exterior, are in place, but before any plastering is applied or gypsum panel product joints and fasteners are taped and finished.

Exception: Gypsum panel products that are not part of a fire-resistance-rated assembly or a shear assembly.

[A] 110.3.7 Weather-exposed balcony and walking surface waterproofing. Where balconies or other elevated walking surfaces have weather-exposed surfaces, and the structural framing is protected by an impervious moisture barrier, all elements of the impervious moisture barrier system shall not be concealed until inspected and approved.

Exception: Where special inspections are provided in accordance with Section 1705.1.1, Item 3.

[A] 110.3.8 Fire- and smoke-resistant penetrations. Protection of joints and penetrations in fire-resistance-rated assemblies, smoke barriers and smoke partitions shall not be concealed from view until inspected and approved.

[A] 110.3.9 Energy efficiency inspections. Inspections shall be made to determine compliance with Chapter 13 and shall include, but not be limited to, inspections for: envelope insulation R- and U-values, fenestration U-value, duct system R-value, and HVAC and water-heating equipment efficiency.

[A] 110.3.10 Other inspections. In addition to the inspections specified in Sections 110.3.1 through 110.3.9, the building official is authorized to make or require other inspections of any construction work to ascertain compliance with the provisions of this code and other laws that are enforced by the department of building safety.

[A] 110.3.11 Special inspections. For special inspections, see Chapter 17.

[A] 110.3.12 Final inspection. The final inspection shall be made after all work required by the building permit is completed.

[A] 110.3.12.1 Flood hazard documentation. If located in a flood hazard area, documentation of the elevation of the lowest floor or the elevation of dry floodproofing, if applicable, as required in Section 1612.4 shall be submitted to the building official prior to the final inspection.

110.3.12.2 [HCD 1] Operation and maintenance manual. At the time of final inspection, a manual, compact disc, web-based reference or other media acceptable to the enforcing agency shall be placed in the building in accordance with the California Green Building Standards Code (CALGreen), Chapter 4, Division 4.4.

[A] 110.4 Inspection agencies. The building official is authorized to accept reports of approved inspection agencies, provided that such agencies satisfy the requirements as to qualifications and reliability.
CALGreen § 106.3 High relevance — show source text
[A] 106.3 Site plan. In addition to the requirements for plans in the California Building Code, site plans shall include topography, width and percent of grade of access roads, landscape and vegetation details, locations of structures or building envelopes, existing or proposed overhead utilities, occupancy classification of buildings, types of ignition-resistant construction of buildings, structures and their appendages, roof classification of buildings and site water supply systems. The code 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] 106.4 Vegetation management compliance . Prior to the building permit final approval, the property shall be in compliance with the vegetation management requirements prescribed in Section 603, including California Public Resources Code 4291 or California Government Code Section 51182. Acceptable methods of compliance inspection and documentation shall be determined by the enforc- ing agency and shall be permitted to include any of the following: 1. Local, state or federal fire authority or designee authorized to enforce vegetation management requirements. 2. Enforcing agency.

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ADMINISTRATION

3. Third-party inspection and certification authorized to enforce vegetation management requirements. 4. Property owner certification authorized by the enforcing agency.

[A] 106.5 Fire protection plan. Where required by the code official pursuant to Section 602, a fire protection plan shall be prepared and shall be submitted to the code official for review and approved as a part of the plans required for a permit.

[A] 106.6 Other data and substantiation. Where required by the code official, the plans and specifications shall include classification of fuel loading, fuel model light, medium or heavy, and substantiating data to verify classification of fire-smart vegetation.

[A] 106.7 Vicinity plan. In addition to the requirements for site plans, plans shall include details regarding the vicinity within 300 feet (91 440 mm) of lot lines, including other structures, slope, vegetation, fuel breaks, water supply systems and access roads.

[A] 106.8 Retention of plans. One set of approved plans, specifications and computations shall be retained by the code official for a period of not less than 180 days from date of completion of the permitted work or as required by state or local laws; and one set of approved plans and specifications shall be returned to the applicant, and said set shall be kept on the site of the building, use or work at all times during which the work authorized thereby is in progress. Refer to Building Standards Law, Health and Safety Code Sections 19850 and 19851 for permanent retention of plans.

[A] 106.9 Examination of documents. The code official shall examine or cause to be examined the accompanying construction documents and shall ascertain by such examinations whether the construction indicated and described is in accordance with the requirements of this code and other pertinent laws or ordinances.

[A] 106.10 Amended construction documents. Work shall be installed in accordance with the approved construction documents, and changes made during construction that are not in compliance with the approved documents shall be resubmitted for approval as an amended set of construction documents.

Frequently asked questions

What if I don’t have a “special inspector” available locally?

The enforcing agency can specify acceptable third‑party inspectors or require documentation in lieu of special inspection; see § 702.2 for special inspector qualifications and § 703.1 for the agency’s discretion to accept other methods.

Are manufacturer cut sheets acceptable as documentation?

Yes — product certifications and manufacturer specifications are explicitly listed as acceptable documentation types in § 703.1 and related appendices; however, some measures require specific declarations (e.g., Type III EPDs) or worksheets identified in their sections.

When must the systems manual be delivered?

For many nonresidential projects the systems manual and related O&M documentation must be completed and delivered to the owner at close of construction and may be required at final inspection per § 5.410.2.5 and § 110.3.12.1.

Can the enforcing agency require a different or additional type of documentation?

Yes. § 703.1 states that documentation includes but is not limited to the listed items and that the enforcing agency may require methods acceptable to it — and specific sections will identify required documentation or special inspections.

If a section specifies an application checklist item, must I submit it?

Yes — when a section identifies a method of compliance in the application checklist or in the specific section, that specified documentation or inspection method controls and should be submitted with the permit application per § 703.1.

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