What HVAC installer training and certification is required?

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.

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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

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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 § 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 § 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 § 802.6 Medium 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,

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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 § 8-14 Medium relevance — show source text

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Selection of “trained,” qualified personnel is required by this code. In order to meet this requirement, the commissioning provider should be evaluated via the methods discussed above. In addition, various organizations have training and certification programs that may be a source for identification of qualified commissioning providers.

  For information about enforcement and compliance of each commissioning element see Sections 5.410.2.1 through 5.410.2.6.

  For compliance forms and templates see Part 2 following this standard.

  Reference: 1 Owner’s Project Requirements

  CALGreen Section 5.410.2.1, Owner’s or Owner representative’s Project Requirements (OPR).

  1.1 Intent:

  The Owner’s Project Requirements (OPR) documents the functional requirements of a project and expectations of the building use and operation as it relates to systems being commissioned. The document describes the physical and functional building characteristics desired by the owner and establishes performance and acceptance criteria. The OPR is most effective when developed during predesign and used to develop the Basis of Design (BOD) during the design process. The level of detail and complexity of the OPR will vary according to building use, type and systems.

  1.2 Compliance Method:

  Compliance is demonstrated by the owner or owner’s representative developing and/or approving the Owner’s Project Requirements (OPR) document and can be defined as follows:

  1. Environmental and Sustainability Goals—Establish environmental project goals and objectives exceeding the code for the project’s sustainability, which may include: a. CALGreen voluntary measures or Tiers sought, or other specific green building rating system or program credits and/or level of certification sought b. Specific environmental or sustainability goals such as water efficiency, water reuse, CO 2 monitoring, xeriscaping, etc.
  2. Building Sustainable Goals—Establish goals and targets affecting energy efficiency, which may include: a. Measures affecting building sustainability desired by owner i. Building orientation and siting ii. Daylighting iii. Facade, envelope and fenestration

  iv. Roof

  v. Natural ventilation

  vi. Onsite renewable power generation and net-zero energy use vii. Landscaping and shading 3. Indoor Environmental Quality Requirements—For each program space describe indoor environmental requirements including intended use and anticipated schedule, and the following: a. Temperature and humidity

  b. Acoustics

  c. Air quality, ventilation and filtration d. Desired adjustability of system controls

  e. Accommodations for after-hours use

  f. Other owner requirements including natural ventilation, operable windows, daylight, views, etc. 4. Project Program, including facility functions and hours of operation, and need for after-hours operation—Describe primary purpose, program and use of proposed project include the following: a. Building size, number of stories, construction type, occupancy type and number b. Building program areas including intended use and anticipated occupancy schedules c. Future expandability and flexibility of spaces d. Quality and/or durability of materials and building lifespan desired e. Budget or operational constraints f. Applicable codes 5. Equipment and Systems Expectations—Describe the following for each system commissioned: a. Level of quality, reliability, equipment type, automation, flexibility, maintenance and complexity desired b. Specific efficiency targets, desired technologies or preferred manufacturers for building systems, acoustics and vibration c. Degree of system integration, automation and functionality for controls 6.

• CALGreen § 3-4 Medium relevance — show source text

  302 Mixed Occupancy Buildings . . . . . . . . . . . . . . . . . . . . . . .3-4 303 Phased Projects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4 304 Voluntary Tiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4 305 CALGreen Tier 1 and CALGreen Tier 2 . . . . . . . . . . . . . .3-4

  306 Voluntary Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4

  CHAPTER 4 RESIDENTIAL MANDATORY MEASURES . . . . . . 4-3

  4.1 Planning and Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-3 4.2 Energy Efficiency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-7 4.3 Water Efficiency and Conservation . . . . . . . . . . . . . . . . .4-9 4.4 Material Conservation and Resource Efficiency . . . . 4-11 4.5 Environmental Quality . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13

  CHAPTER 5 NONRESIDENTIAL MANDATORY MEASURES . . 5-3

  5.1 Planning and Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-3 5.2 Energy Efficiency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15 5.3 Water Efficiency and Conservation . . . . . . . . . . . . . . . 5-19 5.4 Material Conservation and Resource Efficiency . . . . 5-23 5.5 Environmental Quality . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31

  CHAPTER 6 REFERENCED ORGANIZATIONS

  AND STANDARDS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

  601 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-3

  CHAPTER 7 INSTALLER AND SPECIAL

  INSPECTOR QUALIFICATIONS . . . . . . . . . . . . . . . . . . . . . . 7-3 701 General (Reserved) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-3 702 Qualifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-3

• 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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  Uniform Mechanical Code – 2024 Edition:

  The Uniform Mechanical Code contains complete requirements for the installation and maintenance of heating, ventilating, cooking and refrigeration systems.

  Uniform Mechanical Code Illustrated Training Manual:

  Contains technical diagrams and illustrations that demonstrate the intent and use of the UMC. A great reference for everyone involved in Mechanical HVACR design and installation.

  Uniform Mechanical Code Study Guide:

  The Study Guide is a complete self-study course for learning the UMC. A big help in getting ready for a certification exam! This book is the perfect complement to the UMC Illustrated Training Manual.

  Guide to Important Code Questions to the Uniform Mechanical Code:

  An excellent reference for learning and understanding mechanical code changes and identifies code changes between editions. It is a useful tool for preparing code change proposals.

  Uniform Plumbing Code – 2024 Edition:

  The Uniform Plumbing Code is the most widely adopted plumbing code in the world. The 2024 edition contains complete “turnkey” requirements for the installation and maintenance of plumbing systems, all in one easy to use book.

  Uniform Plumbing Code Illustrated Training Manual:

  The UPC Illustrated Training Manual is an excellent reference for anyone involved in the plumbing industry. It contains an extensive definitions section and several hundred comprehensive technical diagrams and illustrations. It serves as a textbook, and it also is useful as a valuable tool for explaining the intent and use of the Code.

  Uniform Plumbing Code Study Guide:

  This book is the perfect complement to the UPC Illustrated Training Manual. Alone, it constitutes a complete self-study course for learning the UPC. It has hundreds of questions, general practice exams, and plumbing math, pipe sizing exercises and fitting identification. A big help in getting you ready for a certification exam!

  Guide to Important Code Questions to the Uniform Plumbing Code:

  An excellent reference for learning and understanding plumbing code changes and identifies code changes between editions. It is a useful tool for preparing code change proposals.

  2025 CALIFORNIA MECHANICAL CODE xxiii

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

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

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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.

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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 § 204.4.3. Medium relevance — show source text

  **A commissioning plan describing how the project will be
  commissioned shall be started during the design phase of the building project and shall
  include as a minimum items listed in Section A6.204.4.3.
  A6.204.4.4 Functional performance testingshall demonstrate the correct installation and
  operation of each component, system and system-to-system interface in accordance with
  the approved plans and specifications.
  **A6.204.4.5 Post construction documentation and training.**A systems manual and
  systems operations training are required.
  **A6.204.4.5.1 Systems manual.**The systems manual shall be delivered to the building
  owner and facilities operator and shall include the items listed in Section A6.204.4.5.1.
  A6.204.4.5.2 Systems operations training. The training of the appropriate maintenance
  staff for each equipment type and/or system shall include as a minimum items listed in
  Section A6.204.4.5.2.
  **A6.204.4.6 Commissioning report.**A complete report of commissioning process activities
  undertaken through the design, construction and postconstruction phases of the building
  project shall be completed and provided to the owner.||
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  || |**A6.204.6 Building orientation and shading.**Locate orient and shade the building as
  required in Section A6.106.11.||||| |SECTION A6.205 Building Envelope||||| |A6.205.1 Fenestration products and exterior doors.
  A6.205.1.1 Certification of fenestration products and exterior door other than field-
  fabricated.||||| |A6.205.1.2 Installation of field-fabricated fenestration and exterior doors.||||| |A6.205.2 Joints and other openings.||||| |A6.205.3 Installation and roofing products.|||||

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-37

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

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

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

• CALGreen § 5.410.2.1 Medium relevance — show source text

  Independent Third-Party Commissioning Professional— A commissioning consultant contracted directly by the owner who is not responsible to, or affiliated with, any other member of the design and construction team.

  Operation and Maintenance (O&M) Manuals— Documents that provide information necessary for operating and maintaining installed equipment and systems.

  Owner Representative— An individual or entity assigned by the owner to act and sign on the owner’s behalf.

  Process Equipment— Energy-using equipment and components that are not used for HVAC, electrical, plumbing and irrigation operations. Such devices would include but are not limited to heat transfer, water purifying, air cleaning, air vacuum and air compressing.

  Sequence of Operation— A written description of the intended performance and operation of each control element and feature of the equipment and systems.

  Selecting Trained Personnel (for Commissioning)

  This code requires that “Commissioning shall be performed in accordance with this section by trained personnel with experience on projects of comparable size and complexity.” The trained personnel manage and facilitate the commissioning process. The trained personnel develop and implement the commissioning tasks and documentation identified in Sections 5.410.2.1 through 5.410.2.6. Trained personnel may include appropriate members of owner staff, contractor and design team as well as independent commissioning professionals.

  It is essential that there is a single person designated to lead and manage the commissioning activities. In practice, this individual has been referenced by various identifiers such as commissioning authority, agent, provider, coordinator, lead, etc. In this guide the term “commissioning coordinator” is used.

  The designated commissioning coordinator may be an independent, third-party commissioning professional, a project design team member (e.g., engineer or architect), an owner’s engineer or facility staff, contractor or specialty subcontractor. Methods of evaluating the designated commissioning coordinator and trained personnel include review of the following:

  1. Technical knowledge;
  2. Relevant experience;
  3. Potential conflict of interest concerns;
  4. Professional certifications and training;
  5. Communication and organizational skills; and
  6. Reference and sample work products.

  8-14 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Selection of “trained,” qualified personnel is required by this code. In order to meet this requirement, the commissioning provider should be evaluated via the methods discussed above. In addition, various organizations have training and certification programs that may be a source for identification of qualified commissioning providers.

  For information about enforcement and compliance of each commissioning element see Sections 5.410.2.1 through 5.410.2.6.

  For compliance forms and templates see Part 2 following this standard.

  Reference: 1 Owner’s Project Requirements

  CALGreen Section 5.410.2.1, Owner’s or Owner representative’s Project Requirements (OPR).

  1.1 Intent:

  The Owner’s Project Requirements (OPR) documents the functional requirements of a project and expectations of the building use and operation as it relates to systems being commissioned. The document describes the physical and functional building characteristics desired by the owner and establishes performance and acceptance criteria. The OPR is most effective when developed during predesign and used to develop the Basis of Design (BOD) during the design process. The level of detail and complexity of the OPR will vary according to building use, type and systems.

  1.2 Compliance Method: