CALGreen · California Green Building Standards Code (CALGreen)
Basis-of-design and commissioning requirements for landscape irrigation and water reuse systems
Homeowners: For commercial projects, CALGreen requires the design team to write a Basis of Design for irrigation and water-reuse systems and to confirm those systems work through on-site functional tests. The code tells you what topics the BOD must cover (narrative, sequence, calculations) and what tests must include (measurable acceptance criteria, signed test forms), but it leaves the actual numeric pass/fail values to the project’s commissioning plan.
Last reviewed: July 6, 2026
What the code requires — 2-4 sentences
CALGreen requires a written Basis of Design (BOD) that explains how landscape irrigation and water reuse systems meet the Owner’s Project Requirements. This BOD requirement is set out in § 5.410.2.2. In addition, projects must perform functional performance testing (FPT) that demonstrates correct installation and operation of each component and system-to-system interface; those FPT requirements are in § 5.410.2.4.
The single most important rule: prepare a concise, contemporaneous BOD for landscape irrigation and water reuse that explicitly links to the OPR, and prove it in the field with measurable functional tests.
Requirements in detail
Scope / applicability (short)
- A BOD must be completed at the design phase and cover landscape irrigation systems and water reuse systems (among other systems) as required by § 5.410.2.2.
- Functional performance testing (FPT) must demonstrate correct installation and operation per the approved plans and specifications as required by § 5.410.2.4.
Note: CALGreen guidance and templates indicate the BOD documentation step is explicitly required for newly constructed buildings greater than 10,000 square feet (see the BOD template and compliance guidance).
What the BOD must contain for landscape irrigation and water reuse
- A narrative description of the system: type, location, control type, expected performance, and anticipated water savings or reuse purpose.
- Reasons for system selection: why this approach was chosen vs. alternatives (efficiency, reliability, owner preference, cost, expandability, etc.).
- Sequence of operation: operating schedules, setpoints, control logic and how the system meets the OPR.
- Calculations and sizing: sizing methods, assumptions and results for irrigation demand or reuse storage/pumping capacity.
What the FPT must include for landscape irrigation and water reuse
- Tests and test procedures that verify correct installation and operation of each component and system-to-system interface. Tests must include measurable acceptance criteria and document results and any adjustments.
- Elements of an acceptable test procedure (examples required by the code): date/party, signature block, prerequisites, precautions, instrumentation, reference to sequence or spec, step-by-step instructions, acceptance criteria, results, return-to-normal instructions, and deficiency log.
Short decision table (what to include / check)
| Decision / value | Applies to | What to document / verify | Code Reference |
|---|---|---|---|
| BOD required at design phase | Landscape irrigation & water reuse | Narrative, reasons for selection, sequence of operation, calculations/sizing | § 5.410.2.2 |
| BOD template / checklist suggested | New buildings > 10,000 square feet | Use BOD compliance template fields (system narrative, calculations, signatures) | § 5.410.2.2 |
| Commissioning plan before permit | All commissioned systems | Systems list, functions to test, test conditions, measurable criteria | § 5.410.2.3 |
| Functional performance tests (FPT) | Landscape irrigation & water reuse | Test forms with date/party, prerequisites, instrumentation, acceptance criteria, results, deficiencies | § 5.410.2.4 |
| FPT reporting | All tested components | Include testing methods, readings, adjustments and signed test forms | § 5.410.2.4 |
| Systems manual & training | After FPT / before turnover | Include operation, maintenance, water-distribution diagrams and training program | § 5.410.2.5 |
Deliverables and minimum commissioning items (quick list)
- Owner’s Project Requirements (OPR) (used to develop BOD) — see § 5.410.2.1.
- BOD document covering landscape irrigation and water reuse — § 5.410.2.2.
- Commissioning plan (systems, tests, acceptance criteria) prior to permit — § 5.410.2.3.
- Functional performance testing with signed test forms and deficiency corrections — § 5.410.2.4.
- Systems manual and documented training for O&M staff — § 5.410.2.5.
- Commissioning report summarizing activities and outcomes — § 5.410.2.6.
Exceptions & special cases
- CALGreen lists specific exceptions to commissioning requirements (for example: unconditioned warehouses of any size, areas less than 10,000 square feet used for conditioned accessory spaces in unconditioned warehouses, tenant improvements < 10,000 square feet, and open parking garages) — see the general commissioning section for the exception list. These exceptions are part of the broader commissioning section (see § 5.410.2).
- For small projects (new buildings or new systems serving additions/alterations under 10,000 square feet) CALGreen provides a testing & adjusting path (see § 5.410.4 and § 5.410.4.2) that tailors requirements; landscape irrigation and water reuse are explicitly referenced there.
- CALGreen provides templates and compliance forms (BOD and FPT forms) for record-keeping — using those forms simplifies enforcement and plan-check.
If you need numeric pass/fail thresholds: CALGreen requires measurable criteria for acceptable performance, but it does not prescribe fixed numeric thresholds for irrigation flow or pump pressure within § 5.410.2.4 — the commissioning plan must define those measurable criteria for the project.
Common mistakes
- Treating the BOD as a checklist of equipment only. The BOD must explain design assumptions, sequence of operation and how the system meets the OPR, not merely list parts. § 5.410.2.2 requires narrative, reasons for selection and sequence information.
- Waiting to prepare the BOD until construction. CALGreen expects the BOD at the design phase so it can guide commissioning plans and specifications.
- Submitting FPT forms without acceptance criteria or signatures. FPT reports must include measurable acceptance criteria, test methods, results and signatures per § 5.410.2.4.
- Assuming numeric pass/fail values are in CALGreen. The code requires measurable criteria but leaves the numeric values to the project commissioning plan (project-specific).
Worked example — small concrete scenario
Scenario: New office building, conditioned area 25,000 square feet, with 6,000 sf of landscaped area served by an automatic irrigation system and a graywater reuse tank/pump for irrigation.
BOD (design phase) — what to include (per § 5.410.2.2):
- Narrative: irrigation type (smart controller with ET sensor), expected water use reduction (e.g., expected 35% reduction vs baseline), graywater system type and storage capacity (e.g., 2,000 gal tank).
- Reasons: choice of smart controller and graywater reuse (water savings, ordinance compliance, owner preference).
- Sequence: controller schedule (weekday/weekend, seasonal adjustment via sensor), graywater pump interlock to prevent cross-connection, priority supply sequence (recycled then potable).
- Calculations: irrigation demand calculation for 6,000 sf, pump sizing and head loss, graywater availability estimate, and whether the graywater supply meets irrigation demand. Document methods and assumptions.
Commissioning plan (pre-permit) — define tests and acceptance criteria (per § 5.410.2.3 and § 5.410.2.4):
- Example measurable criteria (project-defined): irrigation station flow within ±10% of design flows; controller will shift to rain/ET hold within 30 minutes of sensor signal; graywater pump delivers rated flow within ±10% and backflow device passes inspection. Note: these numeric values are project-defined — CALGreen requires that measurable criteria be provided, not the specific numbers.
Functional Performance Testing (field) — execute tests, document results (per § 5.410.2.4):
- For each irrigation station: record measured flow (gpm), compare to design flow, document adjustments, have installing contractor and commissioning agent sign. Document instrumentation used and prerequisites.
- For graywater system: test pump performance, verify controls, demonstrate safe cross-connection prevention, record results and corrective actions.
Closeout: include signed FPT forms in the commissioning report, deliver systems manual and provide O&M training to facilities staff per § 5.410.2.5.
Related provisions (select CALGreen references)
- § 5.410.2 — Commissioning (general; lists overall commissioning requirements and exceptions).
- § 5.410.2.1 — Owner’s Project Requirements (OPR).
- § 5.410.2.2 — Basis of Design (BOD).
- § 5.410.2.3 — Commissioning plan (requirements to be submitted prior to permit).
- § 5.410.2.4 — Functional performance testing (FPT) and required test elements.
- § 5.410.2.5 / § 5.410.2.6 — Documentation, systems manual, training and commissioning report.
- § 5.410.4.2 — Testing and adjusting for new buildings less than 10,000 square feet; includes landscape irrigation and water reuse in the systems list.
- Appendix A4.305 — Water reuse system guidance (graywater and recycled water for irrigation) — consult for system-level design and plumbing coordination.
If any part of this answer lacked a direct quote or a numeric threshold from the CALGreen excerpts you supplied, that is because CALGreen requires project-specific measurable acceptance criteria rather than universal numeric thresholds; the code text instructs the commissioning plan to define those criteria.
Code references
Grounded in the retrieved California Green Building Standards Code (CALGreen) — click a citation to read the verbatim passage:
CALGreen § 5-26 High relevance — show source text
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NONRESIDENTIAL MANDATORY MEASURES
dance with this section by trained personnel with experience on projects of comparable size and complexity. For I-occupancies that are not regulated by OSHPD or for I-occupancies and L-occupancies that are not regulated by the California Energy Code Section 100.0 Scope, all requirements in Sections 5.410.2 through 5.410.2.6 shall apply.
Note: For energy-related systems under the scope (Section 100) of the California Energy Code, including heating, ventilation, air conditioning (HVAC) systems and controls, indoor lighting systems and controls, as well as water heating systems and controls, refer to California Energy Code Section 120.8 for commissioning requirements.
Commissioning requirements shall include:
- Owner’s or owner representative’s project requirements.
- Basis of design.
- Commissioning measures shown in the construction documents.
- Commissioning plan.
- Functional performance testing.
- Documentation and training.
- Commissioning report.
Exceptions:
Unconditioned warehouses of any size.
Areas less than 10,000 square feet used for offices or other conditioned accessory spaces within unconditioned warehouses.
Tenant improvements less than 10,000 square feet as described in Section 303.1.1.
Open parking garages of any size, or open parking garage areas, of any size, within a structure.
Note: For the purposes of this section, unconditioned shall mean a building, area or room which does not provide heating and/or air conditioning.
Informational Note:
- 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:
- Environmental and sustainability goals.
- Building sustainable goals.
- Indoor environmental quality requirements.
- Project program, including facility functions and hours of operation, and need for after hours operation.
- Equipment and systems expectations.
- 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:
Renewable energy systems.
Landscape irrigation systems.
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:
- General project information.
- Commissioning goals.
- 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.
CALGreen § 5.410.2.1 High relevance — show source text
Informational Note:
- 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:
- Environmental and sustainability goals.
- Building sustainable goals.
- Indoor environmental quality requirements.
- Project program, including facility functions and hours of operation, and need for after hours operation.
- Equipment and systems expectations.
- 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:
Renewable energy systems.
Landscape irrigation systems.
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:
- General project information.
- Commissioning goals.
- 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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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:
Site information, including facility description, history and current requirements.
Site contact information.
Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.
Major systems.
Site equipment inventory and maintenance notes.
A copy of verifications required by the enforcing agency or this code.
Other resources and documentation, if applicable.
CALGreen § 4.3 High relevance — show source text
For each phase of the work, define the roles and responsibilities for each member of the Cx team. iii. List the required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning effort.
iv. Include the confirmation process for the O&M manual, systems manual and the facility operator and maintenance staff training.
4.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the commissioning plan, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Plan has been completed.
Reference: 5 Functional performance testing
CALGreen Section 5.410.2.4, Functional performance testing.
5.1 Intent:
Develop and implement the functional performance tests to document, as set forth in the commissioning plan, that all components, equipment, systems and system-to-system interfaces were installed as specified, and operate according to the Owner’s Project Requirements, Basis of Design, and plans and specifications.
The following systems to be functionally tested are listed in the Basis of Design (Section 5.410.2.2 of the code):
Renewable energy systems
Landscape irrigation systems
Water reuse systems
5.2 Compliance Method:
Compliance is demonstrated by developing and implementing test procedures for each piece of commissioned equipment and interfaces between equipment and systems according to the building-specific commissioning plan. Tests should include verification of proper operation of all equipment features, each part of the sequence of operation, overrides, lockouts, safeties, alarms, occupied and unoccupied modes, loss of normal power, exercising a shutdown, startup, low load through full load (as much as is possible) and back, staging and standby functions, scheduling, energy efficiency strategies and loop tuning.
Elements of acceptable test procedures include:
Date and party—Identification of the date of the test and the party conducting the test.
Signature block—Signature of the designated commissioning lead and the equipment installing contractor attesting that the recorded test results are accurate.
Prerequisites—Any conditions or related equipment checkout or testing that needs to be completed before conducting this test.
Precautions—Identification of the risks involved to the test team members and the equipment and how to mitigate them.
Instrumentation—Listing of the instrumentation and tools necessary to complete the test.
Reference—In each procedure item, identify the source for what is being confirmed (e.g., sequence of operation ID, operating feature, specification requirement, etc.).
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Test instructions—Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should performed.
Acceptance criteria—Measurable pass / fail criteria for each step of the test, as applicable.
Results—Expected system response and space to document the actual response, readings, results and adjustments.
Return to normal—Instructions that all systems and equipment are to be returned to their as-found state at the conclusion of the tests.
Deficiencies—A list of deficiencies and how they were mitigated.
5.3 Enforcement:
CALGreen § 410.2 High relevance — show source text
410.2||||| |DIVISION 5.4
Material
Conservation
and Resource
Efficiency
(continued)|Mandatory|Owner’s or owner representative’s Project Requirements
(OPR) [N]|5.410.2.1||||| |DIVISION 5.4
Material
Conservation
and Resource
Efficiency
(continued)|Mandatory|Basis of Design (BOD) [N]|5.410.2.2|||||2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A5-45
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APPENDIX A5 — NONRESIDENTIAL VOLUNTARY MEASURES
CHAPTER 5
DIVISIONSCol2 SECTION TITLE CODE
SECTIONY N/A O PLAN SHEET,
SPEC OR
ATTACH(continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Commissioning plan [N] 5.410.2.3 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Functional performance testing [N] 5.410.2.4 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Documentation and training [N] 5.410.2.5 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Systems manual [N] 5.410.2.5.1 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Systems operation training [N] 5.410.2.5.2 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Commissioning report [N] 5.410.2.6 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory Testing and adjusting for new buildings < 10,000 sf or
new systems that serve additions or alterations [A]5.410.4 (continued)
DIVISION 5.4
Material
Conservation
and Resource
EfficiencyMandatory System testing plan for renewable energy, landscape
irrigation and water reuse [A]5.410.4.2 (continued)
**DIVISION 5.CALGreen § 8-15 High relevance — show source text
Building Occupant and O&M Personnel Expectations—Describe the following: a. How building will be operated and by whom b. Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants c. Building operation and maintenance staff location and capabilities
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1.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the OPR document, or b) Receipt of a form signed by the owner or owner representative attesting that the OPR has been completed and approved by the owner.
Reference: 2 Basis of Design (BOD)
CALGreen Section 5.410.2.2, Basis of Design (BOD).
2.1 Intent:
The Basis of Design (BOD) describes the building systems to be commissioned and outlines design assumptions not indicated in the design documents. The design team develops the BOD to describe how the building systems’ design meets the Owner’s Project Requirements (OPR), and why the systems were selected. The BOD is most effective when developed early in the project design and updated as necessary throughout the design process.
2.2 Compliance Method:
Compliance requires the completion of the BOD document and should include the following where applicable:
Renewable Energy Systems a. Provide narrative description of system—type, performance, control type, energy savings, payback period b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference c. Sequence of Operation—operating schedules, setpoints, storage capacity d. Describe how system meets the OPR
Landscape Irrigation Systems a. Provide narrative description of system—type, performance, water usage b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
Water Reuse Systems a. Provide narrative description of system—type, performance, capacity, reuse purpose b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
2.3 Enforcement:
At their discretion, the building official confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the BOD document, or b) Receipt of a form signed by the architect, engineer or designer of record, attesting that the BOD has been completed and meets the requirements of the OPR.
Reference: 3 Commissioning measures shown in the construction documents
CALGreen Section 5.410.2, Commissioning.
This section provides details for element 3: Commissioning measures shown in the construction documents.
3.1 Intent:
Include commissioning measures or requirements in the construction documents (plans and specifications). Commissioning measures or requirements should be clear, detailed and complete to clarify the commissioning process.
CALGreen § 8-27 High relevance — show source text
ITEM # BOD ITEMS PAGE NUMBER IN
BOD DOCUMENTRENEWABLE ENERGY SYSTEMS (IF ANY) 1 Narrative description of system (i.e., system type(s), location, inverter type, control type, performance,
efficiency, energy savings, payback period, other)2 Description of how the system meets requirements listed in OPR 3 Reasons for system selection, as opposed to alternatives (e.g., performance, efficiency, reliability, flexibility,
simplicity, expandability, cost, payback period, etc.)4 Renewable energy system generation calculations: sizing calculation method, assumptions and results LANDSCAPE IRRIGATION SYSTEMS 5 Narrative description of system (i.e. system type(s), location, control type, performance, efficiency, water
savings, other)6 Description of how the system meets requirements in OPR 7 Reasons for system selection, as opposed to alternatives (e.g., performance, efficiency, reliability, flexibility,
cost, utility company incentives, etc.)8 Landscape irrigation system calculations: sizing calculation method, assumptions and results WATER REUSE SYSTEM (IF ANY) 11 Narrative description of system (i.e., system type(s), location, space requirements, equipment requirements,
control type, performance, efficiency, potable water savings, payback period, other)12 Description of how the system meets requirements in OPR 13 Reasons for system selection, as opposed to alternatives (e.g., performance, efficiency, reliability, flexibility,
simplicity, cost, payback period, etc.)14 Water reuse system calculations: sizing calculation method, assumptions and results Architect/Engineer/Designer Acknowledgement
I hereby acknowledge the Basis of Design (BOD) document has been completed and meets the Owner’s Project Requirements (OPR).Col2 Col3 Col4 Col5 Name License Number Signature Date Architect of Record Landscape Architect Renewable Energy System Designer Other (specify): Commissioning Agent Acknowledgment
I have reviewed the Basis of Design (BOD) and verified that it meets the Owner’s Project Requirements (OPR):
Name: _____________________________________________
Company Name (if applicable): ____________________________________________
Agent’s Signature: __________________________________ Date: ___________
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Cx MEASURES IN CONSTRUCTION DOCUMENTS
COMPLIANCE FORM
The following form may be required to be printed on the permit set of construction drawings or submitted separately.
CALGreen Commissioning Requirement 5.410.2, Commissioning Measures in the Construction Documents
5.410.2. Commissioning measures shall be shown in the construction documents.
The commissioning measures shown in the construction documents include the checked elements listed below and have been approved by the owner, owner’s representative or designer of record.
Col1 COMMISSIONING MEASURE ELEMENTS1 INCLUDED 1. CALGreen § 8-17 High relevance — show source text
- Refer to the OPR and BOD documents
b. Equipment and systems to be tested, including the extent of tests i. Provide a list of equipment and systems to be tested
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ii. Describe the range and extent of tests to be performed for each system component, and interface between systems c. Functions to be tested - Provide example functional test procedures to identify the level of testing detail required
See (Section 5.410.2.4) FPT guidance for more informationd. Conditions under which the test shall be performed - Identify the conditions under which the major operational system functions are to be tested, including: i. Normal operations and part-load operations. ii. Seasonal testing requirements. iii. Restart of equipment and systems after power loss. iv. System alarm confirmations. e. Measurable criteria for acceptable performance - Include measurable criteria for acceptable performance of each system to be tested 4. Commissioning team information - Provide a contact list for all commissioning team members, including but not limited to: i. Owner, owner’s representative. ii. Architect, engineers. iii. Designated commissioning representative. iv. General contractor, subcontractors and construction manager. 5. Commissioning process activities, schedules and responsibilities i. Establish prescribed commissioning process steps and activities to be accomplished by the Cx team throughout the design to occupancy. ii. For each phase of the work, define the roles and responsibilities for each member of the Cx team. iii. List the required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning effort.
iv. Include the confirmation process for the O&M manual, systems manual and the facility operator and maintenance staff training.
4.3 Enforcement:
At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the commissioning plan, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Plan has been completed.
Reference: 5 Functional performance testing
CALGreen Section 5.410.2.4, Functional performance testing.
5.1 Intent:
Develop and implement the functional performance tests to document, as set forth in the commissioning plan, that all components, equipment, systems and system-to-system interfaces were installed as specified, and operate according to the Owner’s Project Requirements, Basis of Design, and plans and specifications.
The following systems to be functionally tested are listed in the Basis of Design (Section 5.410.2.2 of the code):
Renewable energy systems
Landscape irrigation systems
Water reuse systems
5.2 Compliance Method:
Compliance is demonstrated by developing and implementing test procedures for each piece of commissioned equipment and interfaces between equipment and systems according to the building-specific commissioning plan. Tests should include verification of proper operation of all equipment features, each part of the sequence of operation, overrides, lockouts, safeties, alarms, occupied and unoccupied modes, loss of normal power, exercising a shutdown, startup, low load through full load (as much as is possible) and back, staging and standby functions, scheduling, energy efficiency strategies and loop tuning.
CALGreen § 5.410.2.2 High relevance — show source text
COMPLIANCE TEMPLATE
Documentation of the Basis of Design (BOD) is a step required for compliance with CALGreen Code, Section 5.410.2.2, for newly constructed buildings greater than 10,000 square feet. This template is a guide for use by the design team.
1. Renewable Energy Systems
1.1. Narrative Description of System A. [System type(s), location, inverter type, control type, performance, efficiency, energy savings, payback period] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]
1.2. Reasons for System Selection
[Reasons that the selected renewable energy systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, space constraints, cost, owner preferences, ease of maintenance, etc.)]
1.3. Renewable Energy System Generation Calculations
[Describe sizing calculation method, assumptions and results]
2. Landscape Irrigation Systems
2.1. Narrative Description of System A. [System type(s), location, control type, performance, efficiency, water savings] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]
2.2. Reasons for System Selection
[Reasons that the selected landscape irrigation systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, cost, owner preferences, ease of maintenance, etc.)]
2.3. Landscape Irrigation System Calculations
[Describe sizing calculation method, assumptions and results]
3. Water Reuse Systems
3.1. Narrative Description of System A. [System type(s), location, space requirements, equipment requirements, control type, performance, efficiency, potable water savings, payback period] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]
3.2. Reasons for System Selection
[Reasons that the selected water reuse systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, space constraints, cost, owner preferences, ease of maintenance, etc.)]
3.3. Water Reuse System Calculations
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BASIS OF DESIGN (BOD)
COMPLIANCE CHECKLIST
[Describe sizing calculation method, assumptions and results]
INCORPORATE THIS FORM IN THE PLANS
Project Address: ________________________________________________________
Permit Number: _____________________________
CALGreen § 2.2. High relevance — show source text
2.2. Reasons for System Selection
[Reasons that the selected landscape irrigation systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, cost, owner preferences, ease of maintenance, etc.)]
2.3. Landscape Irrigation System Calculations
[Describe sizing calculation method, assumptions and results]
3. Water Reuse Systems
3.1. Narrative Description of System A. [System type(s), location, space requirements, equipment requirements, control type, performance, efficiency, potable water savings, payback period] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]
3.2. Reasons for System Selection
[Reasons that the selected water reuse systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, space constraints, cost, owner preferences, ease of maintenance, etc.)]
3.3. Water Reuse System Calculations
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BASIS OF DESIGN (BOD)
COMPLIANCE CHECKLIST
[Describe sizing calculation method, assumptions and results]
INCORPORATE THIS FORM IN THE PLANS
Project Address: ________________________________________________________
Permit Number: _____________________________
ITEM # BOD ITEMS PAGE NUMBER IN
BOD DOCUMENTRENEWABLE ENERGY SYSTEMS (IF ANY) 1 Narrative description of system (i.e., system type(s), location, inverter type, control type, performance,
efficiency, energy savings, payback period, other)2 Description of how the system meets requirements listed in OPR 3 Reasons for system selection, as opposed to alternatives (e.g., performance, efficiency, reliability, flexibility,
simplicity, expandability, cost, payback period, etc.)4 Renewable energy system generation calculations: sizing calculation method, assumptions and results LANDSCAPE IRRIGATION SYSTEMS 5 Narrative description of system (i.e. system type(s), location, control type, performance, efficiency, water
savings, other)6 Description of how the system meets requirements in OPR 7 Reasons for system selection, as opposed to alternatives (e.g., performance, efficiency, reliability, flexibility,
cost, utility company incentives, etc.)8 Landscape irrigation system calculations: sizing calculation method, assumptions and results WATER REUSE SYSTEM (IF ANY) 11 Narrative description of system (i.e., system type(s), location, space requirements, equipment requirements,
control type, performance, efficiency, potable water savings, payback period, other)12 Description of how the system meets requirements in OPR 13 Reasons for system selection, as opposed to alternatives (e.g., performance, efficiency, reliability, flexibility,
simplicity, cost, payback period, etc.)14 Water reuse system calculations: sizing calculation method, assumptions and results CALGreen § 2.3 High relevance — show source text
Landscape Irrigation Systems a. Provide narrative description of system—type, performance, water usage b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
- Water Reuse Systems a. Provide narrative description of system—type, performance, capacity, reuse purpose b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR
2.3 Enforcement:
At their discretion, the building official confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the BOD document, or b) Receipt of a form signed by the architect, engineer or designer of record, attesting that the BOD has been completed and meets the requirements of the OPR.
Reference: 3 Commissioning measures shown in the construction documents
CALGreen Section 5.410.2, Commissioning.
This section provides details for element 3: Commissioning measures shown in the construction documents.
3.1 Intent:
Include commissioning measures or requirements in the construction documents (plans and specifications). Commissioning measures or requirements should be clear, detailed and complete to clarify the commissioning process.
3.2 Compliance Method:
Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:
Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.
A list of the systems and assemblies covered by the commissioning requirements.
Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead
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iii. Owner, facility staff iv. Architect and design engineers v. Include the noncontractor parties in the construction specifications (information used only to provide the contractor with context for their work).
vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.
Meeting requirements
Commissioning schedule management procedures
Issue and noncompliance management procedures
Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations
Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested
iii. Conditions of test
CALGreen § 8-31 High relevance — show source text
owner, location|| |2|Building type, building area|| |3|Overall project commissioning schedule|| |4|Contact information for individual/company providing commissioning services|| ||COMMISSIONING GOALS|| |5|Meet_California Green Building Standards Code_ requirements for commissioning|| |6|Meeting OPR and BOD requirements|| |7|Carrying out requirements for commissioning activities as specified in plans and specifications|| ||SYSTEMS TO BE COMMISSIONED|| |8|Explanation of the original design intent (refer to OPR and BOD documents)|| |9|Equipment and systems to be tested, functions to be tested, conditions under which the test shall be
performed and measurable criteria for acceptable performance|| ||COMMISSIONING TEAM INFORMATION|| |10|List of all team members and contact information (i.e. owner, owner’s representative, architect,
engineers, designated commissioning representative and (if available): general contractor,
subcontractors and construction manager)|| ||COMMISSIONING PROCESS ACTIVITIES, SCHEDULES and RESPONSIBILITIES|| |11|Prescribed commissioning process steps and activities to be accomplished by the Cx team throughout
the design to occupancy|| |12|Roles and responsibilities for each member of the Cx team for each phase of the work|| |13|Required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning
effort|| |14|Confirmation process for the O&M manual, systems manual and the facility operator and maintenance
staff training||- The following systems shall be tested: renewable energy systems, landscape irrigation systems and water reuse systems.
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FUNCTIONAL PERFORMANCE TESTING
COMPLIANCE FORM
CALGreen Commissioning Requirement 5.410.2.4, Functional Performance Testing
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. 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.
Test forms have been developed for each piece of commissioned equipment and system and include the checked elements listed below. These tests have been executed with deficiencies corrected.
Col1 FUNCTIONAL TEST ELEMENTS INCLUDED 1. Date and parties participating 2. Signature block attesting test is complete and accurate 3. Prerequisites 4. Precautions 5. Instrumentation required 6. Reference to the source of what is being confirmed (sequences, packaged features, etc.) 7. Detailed step-by-step test instructions 8. Acceptance criteria 9. Results 10. Confirmation of returning to normal 11. Deficiency list
Cx Coordinator Signature Date
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CALGreen § 8-24 High relevance — show source text
acoustics and
vibration|| |18|Degree of system integration, automation and functionality for controls (i.e. load shedding, demand response,
energy management)|| ||BUILDING OCCUPANT AND O&M PERSONNEL EXPECTATIONS|| |19|Description of how the building will be operated and by whom|| |20|Level of training and orientation required to understand, operate and use the building systems for building
operation and maintenance staff, as well as occupants|| |21|Building operation and maintenance staff location and capabilities|| ||COMMISSIONING AGENT INFORMATION|| |22|Name of commissioning agency:|| |23|Address of agency:|| |24|Contact person(s) name(s):||8-24 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE
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Owner/Owner’s Representative Acknowledgement
Owner’s Project Requirements (OPR). The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. The OPR includes the elements listed above and they have been approved by the Owner or Owner’s Representative.
Name: _______________________________ Owner Owner’s Representative
Company Name (if applicable): ________________________
Signature: ________________________ Date: ___________
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BASIS OF DESIGN (BOD)
COMPLIANCE TEMPLATE
Documentation of the Basis of Design (BOD) is a step required for compliance with CALGreen Code, Section 5.410.2.2, for newly constructed buildings greater than 10,000 square feet. This template is a guide for use by the design team.
1. Renewable Energy Systems
1.1. Narrative Description of System A. [System type(s), location, inverter type, control type, performance, efficiency, energy savings, payback period] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]
1.2. Reasons for System Selection
[Reasons that the selected renewable energy systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, space constraints, cost, owner preferences, ease of maintenance, etc.)]
1.3. Renewable Energy System Generation Calculations
[Describe sizing calculation method, assumptions and results]
2. Landscape Irrigation Systems
2.1. Narrative Description of System A. [System type(s), location, control type, performance, efficiency, water savings] B. [Describe how system meets any special requirements listed in the Owner’s Project Requirements document.]
2.2. Reasons for System Selection
[Reasons that the selected landscape irrigation systems are a better choice than alternatives (e.g., performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference, cost, owner preferences, ease of maintenance, etc.)]
2.3. Landscape Irrigation System Calculations
Frequently asked questions
Who must prepare the Basis of Design (BOD)?
The design team must prepare a written BOD at the design phase documenting how landscape irrigation and water reuse systems meet the OPR; CALGreen specifically requires BOD coverage for those systems in § 5.410.2.2.
When must functional performance testing (FPT) be done?
FPTs are performed during commissioning to demonstrate correct installation and operation and must follow the commissioning plan; the requirement is in § 5.410.2.4. The commissioning plan should be produced prior to permit issuance (see § 5.410.2.3).
Does CALGreen give fixed numeric pass/fail values for irrigation tests?
No. CALGreen requires measurable criteria for acceptable performance but does not mandate universal numeric thresholds in § 5.410.2.4 — the project’s commissioning plan must specify the numeric acceptance criteria.
What paperwork should be submitted at plan check to show compliance?
At the discretion of the enforcing authority, submittal of the BOD document and/or a signed form attesting BOD completion may be required at plan intake; similarly, the commissioning plan is typically provided prior to permit issuance. See § 5.410.2.2 and § 5.410.2.3.
Are there exceptions for small projects?
Yes — CALGreen lists exceptions for some project types and provides a testing/adjusting path for new buildings or systems under 10,000 square feet (see § 5.410.4.2).
More in California Green Building Standards Code (CALGreen)
- Administration (Chapter 1)
- Nonresidential Voluntary Measures (Appendix A5 — divisions A5.1–A5.6, electives & verification)
- Residential Mandatory Measures — Planning & Design; Energy; Water; Materials; Environmental Quality (Chapter 4)
- Definitions (Chapter 2)
- Voluntary Standards for Health Facilities (Appendix A6 / OSHPD guidance)
- Green Building – scope, mixed occupancies, phased projects (Chapter 3)
- Residential Voluntary Measures (Appendix A4 — divisions A4.1–A4.6, tiers & model ordinance)
- Nonresidential Mandatory Measures — Planning & Design; Energy; Water; Materials; Environmental Quality (Chapter 5)
- Compliance verification, construction documents & checklists (Section 102, Chapter 7, Appendix checklists)
- Referenced Organizations and Standards (Chapter 6)
- Voluntary Tiers and CALGreen Tier 1 / Tier 2 (performance tiers, thresholds)
- Installer and Special Inspector Qualifications (Chapter 7)
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