Installer training and certification for HVAC systems

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

• CALGreen § 7-1 High relevance — show source text

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 7-1

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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.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 7-3

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• CALGreen § 702.2 High relevance — show source text

  CALIFORNIA GREEN BUILDING STANDARDS CODE – MATRIX ADOPTION TABLE

  CHAPTER 7 – INSTALLER AND SPECIAL INSPECTOR QUALIFICATIONS

  (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 below		X
  Chapter/Section
  702.2		X
  703.1		X

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 7-1

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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.

• CALGreen § 509.1 High relevance — show source text

  ||||||| |Outdoor Air Quality
  Reserved||||||| |Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions| |A4.509.1 Items in this section are necessary to address innovative
  concepts or local environmental conditions.||||||| |Item 1||
  |
  |
  |
  |
  | |Item 2||
  |
  |
  |
  |
  | |Item 3||||||| |Installer and Special Inspector Qualifications||||||| |Qualifications|Qualifications|Qualifications|Qualifications|Qualifications|Qualifications|Qualifications| |702.1 HVAC system installers are trained and certified in the proper
  installation of HVAC systems.||||||| |702.2 Special inspectors employed by the owner or owner's agent
  must be qualified and able to demonstrate competence in the
  discipline they are inspecting to the enforcing agency.||||||| |Verifications||||||| |703.1Verification of compliance with this code may include
  construction documents, plans, specifications builder or installer
  certification, inspection reports or other methods acceptable to the
  enforcing agency which show substantial conformance.||||||| |1. Green building measures listed in this table may be mandatory if adopted by a city, county, or city and county as specified in Section 101.7.
  2. Required prerequisite for this Tier.
  3. These measures are currently required elsewhere in statute or in regulation.|1. Green building measures listed in this table may be mandatory if adopted by a city, county, or city and county as specified in Section 101.7.
  2. Required prerequisite for this Tier.
  3. These measures are currently required elsewhere in statute or in regulation.|1. Green building measures listed in this table may be mandatory if adopted by a city, county, or city and county as specified in Section 101.7.
  2. Required prerequisite for this Tier.
  3. These measures are currently required elsewhere in statute or in regulation.|1. Green building measures listed in this table may be mandatory if adopted by a city, county, or city and county as specified in Section 101.7.
  2. Required prerequisite for this Tier.
  3. These measures are currently required elsewhere in statute or in regulation.|1. Green building measures listed in this table may be mandatory if adopted by a city, county, or city and county as specified in Section 101.7.
  2. Required prerequisite for this Tier.
  3. These measures are currently required elsewhere in statute or in regulation.|1.

• CALGreen § 802.6 High relevance — show source text

  E 802.6 Post Construction Documentation and Train- ing. A system manual and systems operations training are required.

  E 802.6.1 Systems Manual. Documentation of the operational aspects of the HVAC system shall be completed within the systems manual and delivered to the building owner and facilities operator. The systems manual shall include not less than the following:

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

  (2) Site contact information.

  (3) Basic O&M, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, and site events log.

  (4) Major systems.

  (5) Site equipment inventory and maintenance notes.

  (6) Equipment/system warranty documentation and information.

  (7) “As-Built” design drawings.

  (8) Other resources and documentation.

  E 802.6.2 Systems Operations Training. The training of the appropriate maintenance staff for each equipment type or system shall include not less than the following:

  (1) System/Equipment overview (what it is, what it does, and what other systems or equipment it interfaces with).

  (2) Review of the information in the systems manual.

  (3) Review of the record drawings on the system/equip ment.

  E 802.7 Commissioning Report. A complete report of commissioning process activities undertaken through the design, construction, and post-construction phases of the building project shall be completed and provided to the

  owner.

  Part II

  E 803.0 Commissioning Acceptance.

  E 803.1 General. Part II of this appendix provides a means of verifying the commissioning requirements of Section E 802.1. The activities specified in Part II of this appendix includes three aspects, as described as follows:

  (1) Visual inspection of the equipment and installation.

  (2) Review of the certification requirements.

  (3) Functional tests of the systems and controls.

  E 803.2 Construction Documents. Details of commissioning acceptance requirements shall be incorporated into the construction documents, including information that describes the details of the functional tests to be performed. This information shall be permitted to be integrated into the specifications for testing and air balancing, energy management and control system, equipment startup procedures or commissioning. It is possible that the work will be performed by a combination of the test and balance (TAB) contractor,

  480 2025 CALIFORNIA MECHANICAL CODE

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  APPENDIX E

  mechanical/electrical contractor, and the energy management control system (EMCS) contractor, so applicable roles and responsibilities shall be clearly called out.

  E 803.2.1 Roles and Responsibilities. The roles and responsibilities of the persons involved in commissioning acceptance are included in Section E 803.2.1.1 through Section E 803.2.1.3.

  E 803.2.1.1 Field Technician. The field technician shall be responsible for performing and documenting the results of the acceptance procedures on the certificate of acceptance forms. The field technician shall sign the certificate of acceptance to certify that the information he provides on the certificate of acceptance is true and correct.

  E 803.2.1.2 Responsible Person. The responsible person shall be the contractor or registered design professional of record. A certificate of acceptance shall be signed by a responsible person to take responsibility for the scope of work specified by the certificate of acceptance document.

• CALGreen § 506.1 Medium relevance — show source text

  ENERGY STAR fans ducted to terminate outside the building.
  2. Fans must be controlled by a humidity control (separate or built-
  in); OR functioning as a component of a whole-house ventilation
  system.
  3. Humidity controls with manual or automatic means of
  adjustment, capable of adjustment between a relative humidity
  range of≤ 50 percent to a maximum of 80 percent.||||
  |
  |
  | |A4.506.1 Reserved.||||||| |A4.506.2 [HR] Provide filters on return air openings rated MERV 8 or
  higher during construction when it is necessary to use HVAC
  equipment.||||||| |A4.506.3 Direct-vent appliances shall be used when equipment is
  located in conditioned space; or the equipment must be installed in
  an isolated mechanical room.||||||| |Environmental Comfort||||||| |4.507.2 Duct systems are sized, designed and equipment is selected
  using the following methods:
  1. Establish heat loss and heat gain values according to ANSI/ACCA 2
  Manual J-2016 or equivalent.
  2. Size duct systems according to ANSI/ACCA 1 Manual D-2016
  or equivalent.
  3. Select heating and cooling equipment according to ANSI/ACCA 3
  Manual S-2014 or equivalent.||||||| |Outdoor Air Quality
  Reserved||||||| |Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions|Innovative Concepts and Local Environmental Conditions| |A4.509.1 Items in this section are necessary to address innovative
  concepts or local environmental conditions.||||||| |Item 1||
  |
  |
  |
  |
  | |Item 2||
  |
  |
  |
  |
  | |Item 3||||||| |Installer and Special Inspector Qualifications||||||| |Qualifications|Qualifications|Qualifications|Qualifications|Qualifications|Qualifications|Qualifications| |702.1 HVAC system installers are trained and certified in the proper
  installation of HVAC systems.||||||| |702.2 Special inspectors employed by the owner or owner's agent
  must be qualified and able to demonstrate competence in the
  discipline they are inspecting to the enforcing agency.

• CALGreen § 608.0 Medium relevance — show source text

  (3) Heating and cooling equipment in accordance with ACCA Manual S or other equivalent methods.

  E 608.0 Low VOC Solvent Cement and Primer.

  E 608.1 General. Primers and solvent cements used to join plastic pipe, and fittings shall be in accordance with Section E 608.1.1 and Section E 608.1.2.

  E 608.1.1 Solvent Cement. Solvent cement, including one-step solvent cement, shall have a volatile organic compound (VOC) content of less than or equal to 65 ounces per gallon (oz/gal) (487 g/L) for CPVC cement, 68 oz/gal (509 g/L) for PVC cement, and 43 oz/gal (322 g/L) for ABS cement, as determined by the South Coast Air Quality Management District’s Laboratory Methods of Analysis for Enforcement Samples, Method 316A. E 608.1.2 Primer. Primer shall have a volatile organic compound (VOC) content of less than or equal to 73 oz/gal (546 g/L), as determined by the South Coast Air Quality Management District’s Laboratory Methods of Analysis for Enforcement Samples, Method 316A.

  E 701.0 Installer Qualifications.

  E 701.1 Scope. The provisions of this section address minimum qualifications of installers of mechanical systems covered within the scope of this appendix.

  E 702.0 Qualifications.

  E 702.1 General. Where permits are required, the Authority Having Jurisdiction shall have the authority to require contractors, installers, or service technicians to demonstrate competency. Where determined by the Authority Having Jurisdiction, the contractor, installer, or service technician shall be licensed to perform such work.

  Part I

  E 801.0 Heating, Ventilation, and Air Conditioning Systems Commissioning. E 801.1 Applicability. The provisions of this section apply to the commissioning of commercial and institutional HVAC systems.

  E 802.0 Commissioning. E 802.1 Commissioning Requirements. HVAC commissioning shall be included in the design and construction processes of the project to verify that the HVAC systems and components meet the owner’s project requirements and in accordance with this appendix. Commissioning shall be performed in accordance with this appendix by personnel trained and certified in commissioning by a nationally recognized organization. Commissioning requirements shall include the following:

  (1) Owner’s project requirements

  (2) Basis of design

  (3) Commissioning measures shown in the construction doc uments

  (4) Commissioning plan

  (5) Functional performance

  (6) Testing

  (7) Post construction documentation and training

  (8) Commissioning report

  2025 CALIFORNIA MECHANICAL CODE 479

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  APPENDIX E

  HVAC systems and components covered by this appendix as well as process equipment and controls, and renewable energy systems shall be included in the scope of the commissioning requirements. E 802.2 Owner’s Project Requirements (OPR). The performance goals and requirements of the HVAC system shall be documented before the design phase of the project begins. This documentation shall include not less than the following:

  (1) Environmental and sustainability goals

  (2) Energy efficiency goals

  (3) Indoor environmental quality requirements

  (4) Equipment and systems performance goals

• CALGreen § 703.1 Medium 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.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 7-3

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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 § 6.2.2 Medium relevance — show source text

  6.2.2 Compliance Method:

  The written training program includes: (a) learning goals and objectives for each session, (b) training agenda, topics and length of instruction for each session, (c) instructor information and qualifications, (d) location of training sessions (on-site, off-site, manufacturer’s or vendor’s facility), (e) attendance forms, (f) training materials and (g) description on how the training will be archived for future use.

  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
  4. Review record drawings on the systems/equipment a. Explain location or delivery contact of the record drawings b. Review record drawings, revisions and changes to original design drawings. c. Review equipment schedules and compare with actual installed systems

  6.2.3 Enforcement:

  At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by:

  1. In the event appropriate maintenance staff is made available to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the written training program and completed attendance forms, or b. Receipt of a form signed by the owner or owner’s representative attesting that the training program and delivery of training has been completed.
  2. In the event appropriate maintenance staff are unavailable to receive training for each equipment type and/or system installed in the building. a. Receipt of a copy of the training program provided to the owner or owner’s representative, or b. Receipt of a form signed by the owner or owner’s representative attesting that the written training program has been provided.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-21

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Reference: 7 Commissioning report

  CALGreen Section 5.410.2.6, Commissioning report.

  7.1 Intent:

  The commissioning report documents the commissioning process and test results. The report includes confirmation from the commissioning agent verifying that commissioned systems meet the conditions of the Owner’s Project Requirements (OPR), Basis of Design (BOD) and contract documents.

  7.2 Compliance Method:

• CALGreen § 8-19 Medium relevance — show source text

  Project change orders and information d. Current requirements i. Building operating schedules

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-19

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

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

  iii. Summer and winter setback schedules

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

  2. Site contact information

  a. Owner information

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

  d. Prime contractor contact information

  e. Subcontractor information

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

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

  4. Major systems a. Renewable energy systems i. Photovoltaic panels and inverters ii. Wind-powered electrical generators and inverters b. Landscape irrigation systems i. Water distribution diagrams ii. Control system

  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

  7. 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.

  8-20 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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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.

• CALGreen § 5.10.1.2 Medium relevance — show source text

  5.10.1.2(2)|Table E 503.5.10(2)| |E 503.5.10.1.2|E 503.5.10| |E 503.5.10.2 – E 503.5.10.2.2|E 503.5.10.1 – E 503.5.10.1.2| |E 503.5.12.1|E 503.5.12| |E 503.5.12.2|E 503.5.12.1| |E 503.6.5.4|E 503.6.5.4.1|

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  2025 CALIFORNIA MECHANICAL CODE xxiii

• CALGreen § 2.2 Medium relevance — show source text

  Refrigerant charge shall be verified according to one of the following options, as applicable. I. The installer and rater shall perform the standard charge verification procedure as specified in Reference Residential Appendix Section RA3.2.2, or an approved alternative procedure as specified in Section RA1; or

  II. The installer shall perform the weigh-in charging procedure as specified by Reference Residential Appendix Section RA3.2.3.1, provided the system is of a type that can be verified using the RA3.2.2 standard charge verification procedure and RA3.3 airflow rate verification procedure or approved alternatives in RA1. The ECC-Rater shall verify the charge using RA3.2.2 and RA3.3 or approved alternatives in RA1.

  Exception to Section 150.2(b)1Fiib: When the outdoor temperature is less than 55°F and the installer utilizes the weigh-in charging procedure in Reference Residential Appendix Section RA3.2.3.1 to demonstrate compliance, the installer may elect to utilize the verification procedure in Reference Residential Appendix Section RA3.2.3.2. If the verification procedure in Section RA3.2.3.2 is used for compliance, the system’s thermostat shall conform to the specifications in Section 110.12. Ducted systems shall comply with the minimum system airflow rate requirements in Section 150.2(b)1Fiia. iii. Air-cooled air conditioners in Climate Zones 2 and 8 through 15 and air-source heat pumps in all climate zones, including but not limited to ducted split systems, ducted package systems, small duct high-velocity, and minisplit systems, which are of a type that cannot comply with the requirements of 150.2(b)1Fiib shall comply with Subsections a and b, as applicable. a. The installer shall confirm the refrigerant charge using the weigh-in charging procedure specified in Reference Residential Appendix RA3.2.3.1, as verified by an ECC-Rater according to the procedures specified in Reference Residential Appendix RA3.2.3.2; and b. Systems that utilize forced air ducts shall comply with the minimum system airflow rate requirement in Section 150.2(b)1Fiia provided the system is of a type that can be verified using the procedures in Section RA3.3 or an approved alternative procedure in Section RA1. Exception to Section 150.2(b)1Fiii: Entirely new or complete replacement packaged systems for which the manufacturer has verified correct system refrigerant charge prior to shipment from the factory are not required to have refrigerant charge confirmed through field verification and diagnostic testing. The installer of these packaged systems shall certify on the Certificate of Installation that the packaged system was pre-charged at the factory and has not been altered in a way that would affect the charge. Ducted systems shall comply with minimum system airflow rate requirement in Section 150.2(b)1Fiiib, provided that the system is of a type that can be verified using the procedure specified in Section RA3.3 or an approved alternative in Section RA1. G. Altered space-heating system. Altered or replacement space-heating systems shall not use electric resistance as the primary heat source. Exception 1 to Section 150.2(b)1G: Nonducted electric resistance space heating systems, if the existing space heating system is electric resistance. Exception 2 to Section 150.2(b)1G: Ducted electric resistance space heating systems, if the existing space heating system is electric resistance and a ducted space cooling system is not being replaced or installed.

  192 2025 CALIFORNIA ENERGY CODE

• CALGreen § 6.1.3 Medium 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

  7. 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.

  8-20 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  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