CALGreen · California Green Building Standards Code (CALGreen)

What commissioning standards are referenced for non-energy systems and where are they listed?

If your new building is 10,000 sq ft or larger, CALGreen requires commissioning of non‑energy systems (OPR, BOD, commissioning plan, FPT, documentation/training, and a commissioning report). The advisory list of referenced standards and compliance templates is located in Chapter 8, Part 1 (tied to **§ 5.410.2**); those standards are a convenience unless your local jurisdiction adopts them.

Ask a question free See coverage

Last reviewed: July 6, 2026

What the code requires — plain English (controlling §)

For new buildings 10,000 square feet and over, CALGreen requires building commissioning for non‑energy systems to verify the building meets the owner’s expectations. The code lists the required commissioning deliverables — Owner’s Project Requirements (OPR), Basis of Design (BOD), commissioning measures in the construction documents, a Commissioning Plan, Functional Performance Testing (FPT), documentation & training, and a Commissioning Report — under § 5.410.2.

Commissioning is required for new buildings 10,000 sq ft and up and must include OPR, BOD, a commissioning plan, FPT, documentation/training and a final commissioning report (see § 5.410.2).

Requirements in detail

Where the referenced standards / guidance live

CALGreen collects a set of “Commissioning Referenced Standards for Non‑Energy Systems” as a convenience in Chapter 8 — Compliance Forms, Worksheets and Reference Material, Part 1: Standards for Compliance with Building Commissioning. These referenced standards (and accompanying sample forms/templates) are tied to § 5.410.2 guidance. The list is provided for users but is not automatically part of the model code unless a local jurisdiction formally adopts it.
In short: the standards and example forms are located in Chapter 8, Part 1 (the CALGreen “Commissioning Referenced Standards for Non‑Energy Systems”), and they are explicitly referenced back to § 5.410.2.

Note: the uploaded CALGreen extract shows the location and the note that the referenced standards are provided as a convenience; the file previews returned here do not reproduce the complete enumerated list of every referenced external standard by name. If you want the exact standards names (e.g., specific ASTM/ANSI/ASHRAE or other documents listed), I can extract those pages from the full Chapter 8 text on request.

Key decision‑relevant dimensions (quick reference table)

Decision item	What matters	Code Reference
Applicability threshold	Buildings ≥ 10,000 sq ft: commissioning required. Exceptions (unconditioned warehouses, tenant improvements < 10,000 sf, open parking garages) apply.	§ 5.410.2
Systems explicitly listed for FPT in BOD	Renewable energy systems, landscape irrigation systems, water reuse systems — these must be in the BOD and are listed as systems to be functionally tested.	§ 5.410.2.2 / § 5.410.2.4
Minimum commissioning deliverables	OPR, BOD, commissioning measures in construction documents, Commissioning Plan, FPT forms, Systems Manual / documentation & training, Commissioning Report.	§ 5.410.2 and subsections 5.410.2.1–5.410.2.6
Where the referenced standards & templates are listed	Chapter 8 — “Commissioning Referenced Standards for Non‑Energy Systems,” Part 1 (standards) and Part 2 (sample forms/templates).	Chapter 8, Part 1 & Part 2 (CALGreen)
Role & qualification note	Commissioning must be performed by trained personnel with experience on similar projects; a Commissioning Coordinator should be designated.	§ 5.410.2 guidance text

Short descriptions of the required items (where to find detail)

Owner’s Project Requirements (OPR) — document owner expectations early; inspector may accept an OPR or owner‑signed attestation at plan intake. See § 5.410.2.1.
Basis of Design (BOD) — written explanation of how design meets OPR; must list major non‑energy systems to be commissioned (renewables, irrigation, water reuse). See § 5.410.2.2.
Commissioning measures in construction documents — include commissioning requirements, roles/responsibilities, testing scope, and cross‑references in specs. See § 5.410.2 guidance and sample forms in Chapter 8.
Commissioning Plan — project‑specific plan completed prior to permit issuance; plan elements and checklists are spelled out in § 5.410.2.3 and in the Chapter 8 templates.
Functional Performance Testing (FPT) — tests must demonstrate correct installation & operation (including modes, alarms, loss of power, part‑load), and test procedures must include acceptance criteria and results. See § 5.410.2.4 and the FPT forms in Chapter 8.
Documentation & Training (Systems Manual + training program) — Systems Manual contents and required training program elements are defined in § 5.410.2.5 (see sample checklists in Chapter 8).
Commissioning Report — final report including executive summary, deficiency history, FPT results, training summary, and attachments (OPR, BOD, plan, executed checklists/FPT forms). See § 5.410.2.6.

Exceptions & special cases

Commissioning under CALGreen does not apply to: unconditioned warehouses (any size), areas < 10,000 sf used for offices/conditioned accessory spaces within an unconditioned warehouse, tenant improvements < 10,000 sf as defined in § 303.1.1, and open parking garages. These exceptions are listed in § 5.410.2.
Energy‑related systems that fall under the California Energy Code (T24) — e.g., HVAC, indoor lighting controls, water‑heating — have commissioning requirements in the Energy Code (see California Energy Code § 120.8) and are handled separately from the non‑energy referenced standards CALGreen provides. CALGreen notes the cross‑reference in § 5.410.2.
The Chapter 8 “referenced standards” themselves are advisory unless a local jurisdiction adopts them; verify local adoption before assuming a particular external standard is mandatory.

Common mistakes

Assuming the Chapter 8 referenced standards are automatically mandatory — they are provided “as a convenience” and are not part of the code unless adopted locally. Always confirm local adoption.
Omitting commissioning measures from the construction documents or putting them only in a contractor submittal; CALGreen requires commissioning measures to be shown in the construction documents and cross‑referenced in the project specifications. § 5.410.2 and the Chapter 8 compliance forms show the required checklist items.
Treating energy systems and non‑energy systems the same for forms and enforcement — HVAC/lights/water heaters have Energy Code commissioning requirements; CALGreen’s non‑energy lists focus on renewable energy, irrigation, water reuse, and other process equipment. See § 5.410.2 and the notes referencing the California Energy Code.
Submitting incomplete FPT reports: CALGreen requires documented FPTs with date/party, instrumentation, acceptance criteria, results and signature blocks. Use the FPT forms in Chapter 8.

Worked example — applying the rule with numbers

Scenario: a new commercial building, total conditioned floor area 35,000 sq ft, with a photovoltaic array, landscape irrigation using reclaimed water, and a greywater reuse system for toilet flushing.

What CALGreen requires and where:

Applicability: building ≥ 10,000 sq ft, so § 5.410.2 commissioning applies.
Early documents: prepare OPR (owner goals) before design (see § 5.410.2.1) and develop a BOD covering the PV system, irrigation and water reuse (see § 5.410.2.2).
Construction documents: include commissioning measures and the checklist items (list of commissioned systems, roles, test scope) in specs and plans per § 5.410.2 guidance and Chapter 8 forms.
Prior to permit: complete a Commissioning Plan that lists systems to be commissioned, test conditions, measurable acceptance criteria, and commissioning schedule (required by § 5.410.2.3).
Functional tests: develop FPT procedures and execute them for PV (verify inverter controls, islanding protection, power export limits), irrigation (controller sequencing, rain/freeze shutoff, valve operation), and water reuse (treatment process flows, alarms). Record each FPT using the Chapter 8 FPT forms, including date/party, instrumentation, acceptance criteria, results and signatures (per § 5.410.2.4 and Chapter 8 forms).
Documentation & training: assemble a Systems Manual (per § 5.410.2.5.1) that includes site info, BOD, system descriptions, and spare parts; deliver and run training per § 5.410.2.5.2 and log attendance.
Final deliverable: provide the Commissioning Report with executive summary, FPT results, deficiency history (corrected), and attached executed FPT forms, OPR, BOD and commissioning plan per § 5.410.2.6.

Result: For this 35,000‑sf project you will follow the CALGreen Chapter 8 templates and the § 5.410.2 subsections through design, construction and close‑out to demonstrate compliance.

Related provisions (CALGreen)

§ 5.410.2.1 — Owner’s Project Requirements (OPR).
§ 5.410.2.2 — Basis of Design (BOD).
§ 5.410.2.3 — Commissioning Plan (requirements & checklists).
§ 5.410.2.4 — Functional Performance Testing (FPT) (systems to be tested & FPT form requirements).
§ 5.410.2.5 — Documentation and Training (Systems Manual; training program).
§ 5.410.2.6 — Commissioning Report (final documentation).
Chapter 8 — “Commissioning Referenced Standards for Non‑Energy Systems,” Part 1 (standards) and Part 2 (sample forms/templates) — where CALGreen compiles referenced standards & templates.

Code references

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

CALGreen § 5.410.2.1 High 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:
CALGreen § 8-10 High relevance — show source text
8-10 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

Title 23, Waters, California Code of Regulations

MWELO and supporting documents, including a water budget calculator, are available at: https://www.water.ca.gov/.

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-11

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

8-12 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

Commissioning Referenced Standards for Non-Energy Systems

The following CALGreen Referenced Standards are included herein as a convenience for the users of the California Green Building Standards Code, but they are not considered to be part of the code unless they are officially adopted by a local jurisdiction.

Contents Page Part 1: Standards for Compliance with Building Commissioning 8-14 Part 2: Commissioning Sample Forms and Templates 8-23

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-13

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

PART 1 STANDARDS FOR COMPLIANCE WITH BUILDING COMMISSIONING

Reference: Section 5.410.2, Commissioning.

Introduction:

The purpose of this code is to improve public health, safety and general welfare by enhancing the design and construction of buildings through the use of concepts that reduce negative and increase positive environmental impacts. Commissioning is a vital element in this effort.

Definitions used in the CALGreen Cx Reference standard:

Acronyms

BOD Basis of Design

Cx Commissioning

FPT Functional Performance Test

HVAC Heating, Ventilating and Air-Conditioning

O&M Operations and Maintenance

OPR Owner’s Project Requirements

Glossary:

Acceptance Criteria— The conditions that must be met for systems or equipment to meet defined and expected outcomes.

Commissioning (Cx)— Building commissioning as required in this code involves a quality assurance process that begins during design and continues to occupancy. Commissioning verifies that the new building operates as the owner intended and that building staff are prepared to operate and maintain its systems and equipment. Exceptions are allowed for dry storage warehouses of any size and conditioned spaces under 10,000 square feet accessory to them; and for tenant improvements under 10,000 square feet within a larger space.

Owner— The individual or entity holding title to the property on which the building is constructed.

Commissioning Coordinator— The person who coordinates the commissioning process. This can be either a third-party commissioning provider or an experienced member of the design team or owner in-house staff member.

Commissioning Team— The key members of each party involved with the project designated to provide insight and carry out tasks necessary for a successful commissioning project. Team members may include the commissioning coordinator, owner or owner’s representative, building staff, design professionals, contractors or manufacturer’s representatives and testing specialists.
CALGreen § 3.3 High relevance — show source text
1. Definitions section.
3.3 Enforcement:

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

Reference: 4 Commissioning plan

CALGreen Section 5.410.2.3, Commissioning plan.

4.1 Intent:

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

4.2 Compliance Method:

Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:
1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.
2. Commissioning goals – Document the commissioning goals, including but not limited to: i. Meeting CALGreen code requirements for commissioning. ii. Meeting OPR and BOD requirements. iii. Carrying out requirements for commissioning activities as specified in plans and specifications.
3. Systems to be commissioned – See BOD a. An explanation of the original design intent - Document the performance objectives and design intent for each system listed to be commissioned in a written narrative
```
    - Refer to the OPR and BOD documents
```
b. Equipment and systems to be tested, including the extent of tests i. Provide a list of equipment and systems to be tested

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-17

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

ii. Describe the range and extent of tests to be performed for each system component, and interface between systems c. Functions to be tested - Provide example functional test procedures to identify the level of testing detail required
```
       See (Section 5.410.2.4) FPT guidance for more information
```
d. Conditions under which the test shall be performed - Identify the conditions under which the major operational system functions are to be tested, including: i. Normal operations and part-load operations. ii. Seasonal testing requirements. iii. Restart of equipment and systems after power loss. iv. System alarm confirmations. e. Measurable criteria for acceptable performance - Include measurable criteria for acceptable performance of each system to be tested 4. Commissioning team information - Provide a contact list for all commissioning team members, including but not limited to: i. Owner, owner’s representative. ii. Architect, engineers. iii. Designated commissioning representative. iv. General contractor, subcontractors and construction manager. 5. Commissioning process activities, schedules and responsibilities i. Establish prescribed commissioning process steps and activities to be accomplished by the Cx team throughout the design to occupancy. ii. For each phase of the work, define the roles and responsibilities for each member of the Cx team. iii.
CALGreen § 203.1.1 High relevance — show source text
[OSHPD 1]**
**A6.203.1.1 CALGreen Tier 1. [OSHPD 1]**Buildings must comply with the latest edition of
“Savings By Design, Healthcare Modeling Procedures.”
A.5.203.1.2 CALGreen Tier 2. [OSHPD 1] Buildings must exceed the latest edition of “Savings
By Design, Healthcare Modeling Procedures” by 15 percent.||||| |SECTION A6.204 Prescriptive Measures||||| |**A6.204.1 ENERGY STAR equipment and appliances.**All equipment and appliances provided
by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment
or appliance.||||| |A6.204.4 Commissioning. Building commissioning for all building systems covered by T24,
Part 6, process systems and renewable energy systems shall be included in the design and
construction processes of the building project. Commissioning requirements shall include as
a minimum items listed in Section A6.204.4.
**A6.204.4.1 Owner’s Project Requirements (OPR).**Documented before the design phase of
the project begins the OPR shall include items listed in Section A6.204.4.
**A6.204.4.2 Basis of Design (BOD).**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 and
updated periodically to cover the systems listed in Section A6.204.4.2.
**A6.204.4.3 Commissioning plan.**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.||







|







|| |**A6.204.6 Building orientation and shading.

CALGreen § 106.9 High relevance — show source text

FEATURE OR MEASURE	COMPLIANCE LEVELS	Col3	Col4	NOTES
FEATURE OR MEASURE	Mandatory *CALGreen*	VOLUNTARY *CALGreen*	VOLUNTARY *CALGreen*	VOLUNTARY *CALGreen*
FEATURE OR MEASURE	Mandatory *CALGreen*	Tier 1	Tier 2	Tier 2
DIVISION A6.1 – PLANNING AND DESIGN
SECTION Site Development	SECTION Site Development	SECTION Site Development	SECTION Site Development	SECTION Site Development
A6.106.9 Building orientation.Locate and orient the building as follows: 1. When site and location permit, orient the building with the long sides facing north and south. 2. Protect the building from thermal loss, drafts and degradation of the building envelope caused by wind and wind-driven materials such as dust.			
DIVISION A6.2 – ENERGY EFFICIENCY
SECTION A6.203 Performance Measures	SECTION A6.203 Performance Measures	SECTION A6.203 Performance Measures	SECTION A6.203 Performance Measures	SECTION A6.203 Performance Measures
A6.203.1 Energy performance. [OSHPD 1] A6.203.1.1 CALGreen Tier 1. [OSHPD 1]Buildings must comply with the latest edition of “Savings By Design, Healthcare Modeling Procedures.” A.5.203.1.2 CALGreen Tier 2. [OSHPD 1] Buildings must exceed the latest edition of “Savings By Design, Healthcare Modeling Procedures” by 15 percent.			
SECTION A6.204 Prescriptive Measures
A6.204.1 ENERGY STAR equipment and appliances.All equipment and appliances provided by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment or appliance.			
A6.204.4 Commissioning. Building commissioning for all building systems covered by T24, Part 6, process systems and renewable energy systems shall be included in the design and construction processes of the building project. Commissioning requirements shall include as a minimum items listed in Section A6.204.4. A6.204.4.1 Owner’s Project Requirements (OPR).Documented before the design phase of the project begins the OPR shall include items listed in Section A6.204.4. A6.204.4.2 Basis of Design (BOD).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 and updated periodically to cover the systems listed in Section A6.204.4.2. **A6.204.4.3 Commissioning plan.

CALGreen § 8-28 High relevance — show source text

|List of commissioned equipment and systems|| |3.|Cx roles and responsibilities of all parties|| |4.|Meeting requirements|| |5.|Commissioning schedule management procedures|| |6.|Procedures for addressing outstanding issues or noncompliance|| |7.|Requirements for execution and documentation of installation and equipment start-up|| |8.|Specific testing requirements for each system type1|| |9.|Submittal review and approval requirements|| |10.|Contents and approval process of the commissioning plan|| |11.|Cx documentation and reporting requirements|| |12.|Facility staff training requirements and verification procedures|| |13.|O&M manual review and approval procedures|| |14.|Systems manual development and approval procedures|| |15.|Definitions||

These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

Owner / Owner’s Representative Date or Designer of Record Signature

8-28 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

Cx MEASURES IN CONSTRUCTION DOCUMENTS

INCORPORATE THIS FORM IN THE PLANS

Project Address: ________________________________________________________

Permit Number: _____________________________

ITEM #	COMMISSIONING MEASURES ITEMS
1	Measures shown in the specifications and cross referenced
2	List of commissioned equipment and systems
3	Cx roles and responsibilities of all parties
4	Meeting requirements
5	Commissioning schedule management procedures
6	Procedures for addressing outstanding issues or noncompliance
7	Requirements for execution and documentation of installation and equipment start-up
8	Specific testing requirements for each system type
9	Submittal review and approval requirements
10	Contents and approval process of the commissioning plan
11	Cx documentation and reporting requirements
12	Facility staff training requirements and verification procedures
13	O&M manual review and approval procedures
14	Systems manual development and approval procedures
15	Definitions

Commissioning Agent Acknowledgment

I have reviewed the construction documents listed above and verified their compliance with the Owner’s Project Requirements (OPR), Basis of Design (BOD) and commissioning plan.

Name: _______________________________________

Company Name (if applicable): _____________________________________________

Agent’s Signature: __________________________________ Date: ______________

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-29

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

COMMISSIONING PLAN

COMPLIANCE FORM

The following form may be required to be printed on the permit set of construction drawings or submitted separately.

CALGreen Commissioning Requirement 5.410.2.3, Commissioning Plan

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:

(See Cx plan elements checklist below.)

CALGreen § 8-27 High relevance — show source text

Architect/Engineer/Designer Acknowledgement I hereby acknowledge the Basis of Design (BOD) document has been completed and meets the Owner’s Project Requirements (OPR).	Col2	Col3	Col4	Col5
	Name	License Number	Signature	Date
Architect of Record
Landscape Architect
Renewable Energy System Designer
Other (specify):

Commissioning Agent Acknowledgment

I have reviewed the Basis of Design (BOD) and verified that it meets the Owner’s Project Requirements (OPR):

Name: _____________________________________________

Company Name (if applicable): ____________________________________________

Agent’s Signature: __________________________________ Date: ___________

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-27

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

Cx MEASURES IN CONSTRUCTION DOCUMENTS

COMPLIANCE FORM

The following form may be required to be printed on the permit set of construction drawings or submitted separately.

CALGreen Commissioning Requirement 5.410.2, Commissioning Measures in the Construction Documents

5.410.2. Commissioning measures shall be shown in the construction documents.

The commissioning measures shown in the construction documents include the checked elements listed below and have been approved by the owner, owner’s representative or designer of record.

Col1	COMMISSIONING MEASURE ELEMENTS1	INCLUDED
1.	Measures shown in the specifications and cross referenced	
2.	List of commissioned equipment and systems	
3.	Cx roles and responsibilities of all parties	
4.	Meeting requirements	
5.	Commissioning schedule management procedures	
6.	Procedures for addressing outstanding issues or noncompliance	
7.	Requirements for execution and documentation of installation and equipment start-up	
8.	Specific testing requirements for each system type1	
9.	Submittal review and approval requirements	
10.	Contents and approval process of the commissioning plan	
11.	Cx documentation and reporting requirements	
12.	Facility staff training requirements and verification procedures	
13.	O&M manual review and approval procedures	
14.	Systems manual development and approval procedures	
15.	Definitions	

These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

Owner / Owner’s Representative Date or Designer of Record Signature

8-28 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

Cx MEASURES IN CONSTRUCTION DOCUMENTS

INCORPORATE THIS FORM IN THE PLANS

Project Address: ________________________________________________________

Permit Number: _____________________________

ITEM #	COMMISSIONING MEASURES ITEMS
1	Measures shown in the specifications and cross

CALGreen § 8-3 High relevance — show source text
CHAPTER 8 COMPLIANCE FORMS, WORKSHEETS AND

REFERENCE MATERIAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Worksheet (WS-1) Baseline Water Use: Baseline Water Use Calculation Table . . . . . . . . . . .8-3

Worksheet (WS-2) Water Use Reduction: 12-, 20- or 25-Percent Reduction Water Use Calculation Table . . . . . . . . . . . . . . . . . . .8-4

Worksheet (WS-3) 5.105.2 Building Reuse . . . . . . . . . . . . . . . .8-4 Worksheet (WS-4) 5.409.2 Whole Building Life Cycle Assessment:. . . . . . . . . . . . . . . . . . . . . . . . .8-5 Worksheet (WS-5) 5.409.3 Product GWP Compliance—Prescriptive Path: . . . . . . . . . . . . . . . .8-5

Worksheet (WS-6) A5.105.2 Building Reuse Tier 1 and Tier 2:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Worksheet (WS-7) A5.409.2 Whole Building Life Cycle Assessment: . . . . . . . . . . . . . . . . . . . . . . . . 8-6 Worksheet (WS-8) A5.409.3 Product GWP Compliance—Prescriptive Path:. . . . . . . . . . . . . . . . 8-6 Worksheet (WS-9) 5.409.2 and A5.409.2 Whole Building Life Cycle Assessment: . . . . . . . . . . . . . . . . 8-7 Construction Waste Management (CWM) Plan . . . . . . . . . . . 8-8 Construction Waste Management (CWM) Worksheet. . . . . . 8-9 Construction Waste Management (CWM) Acknowledgment. . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10 Title 23, Waters, California Code of Regulations . . . . . . . . . 8-11 Commissioning Referenced Standards for Non-energy Systems. . . . . . . . . . . . . . . . . . . . . . . . . 8-13 IES TM-15-11 Table A-1, Table 130.2-A and Table 130.2-B Uplight and Glare Ratings Tables. . . . . . . . . . . . . . 8-40
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

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-17

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

ii. Describe the range and extent of tests to be performed for each system component, and interface between systems c. Functions to be tested - Provide example functional test procedures to identify the level of testing detail required
```
       See (Section 5.410.2.4) FPT guidance for more information
```
d. Conditions under which the test shall be performed - Identify the conditions under which the major operational system functions are to be tested, including: i. Normal operations and part-load operations. ii. Seasonal testing requirements. iii. Restart of equipment and systems after power loss. iv. System alarm confirmations. e. Measurable criteria for acceptable performance - Include measurable criteria for acceptable performance of each system to be tested 4. Commissioning team information - Provide a contact list for all commissioning team members, including but not limited to: i. Owner, owner’s representative. ii. Architect, engineers. iii. Designated commissioning representative. iv. General contractor, subcontractors and construction manager. 5. Commissioning process activities, schedules and responsibilities i. Establish prescribed commissioning process steps and activities to be accomplished by the Cx team throughout the design to occupancy. ii. For each phase of the work, define the roles and responsibilities for each member of the Cx team. iii. 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):
1. Renewable energy systems
2. Landscape irrigation systems
3. 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 § 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):
1. Renewable energy systems
2. Landscape irrigation systems
3. 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:
1. Date and party—Identification of the date of the test and the party conducting the test.
2. Signature block—Signature of the designated commissioning lead and the equipment installing contractor attesting that the recorded test results are accurate.
3. Prerequisites—Any conditions or related equipment checkout or testing that needs to be completed before conducting this test.
4. Precautions—Identification of the risks involved to the test team members and the equipment and how to mitigate them.
5. Instrumentation—Listing of the instrumentation and tools necessary to complete the test.
6. Reference—In each procedure item, identify the source for what is being confirmed (e.g., sequence of operation ID, operating feature, specification requirement, etc.).
8-18 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
1. Test instructions—Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should performed.
2. Acceptance criteria—Measurable pass / fail criteria for each step of the test, as applicable.
3. Results—Expected system response and space to document the actual response, readings, results and adjustments.
4. Return to normal—Instructions that all systems and equipment are to be returned to their as-found state at the conclusion of the tests.
5. Deficiencies—A list of deficiencies and how they were mitigated.
5.3 Enforcement:
CALGreen § 203.2 High relevance — show source text
SECTION A6.203—PERFORMANCE APPROACH

A6.203.2 Energy performance. It is the intent of this code to encourage green buildings to achieve exemplary performance in the area of energy efficiency.

A6.203.2.1 CALGreen Tier 1. [OSHPD 1] To achieve CALGreen [Tier 1, buildings must comply with the latest edition of “Savings By](http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf) Design, Healthcare Modeling Procedures” found online at http://www.energysoft.com/ep/ 2007SBDHProcedures.pdf.

A6.203.2.2 CALGreen Tier 2. [OSHPD 1] To achieve CALGreen Tier 2, buildings must exceed the latest edition of “Savings By Design, Healthcare Modeling Procedures” by a minimum of 15 percent.

SECTION A6.204—PRESCRIPTIVE APPROACH

A6.204.1 ENERGY STAR equipment and appliances. All equipment and appliances provided by the builder shall be ENERGY STAR labeled if ENERGY STAR is applicable to that equipment or appliance.

A6.204.4 Commissioning. [OSHPD 1 & 4] Building commissioning shall be included in the design and construction processes of the building project to verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design and construction documents.

The owner and designer shall designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities. The owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The owner and design team shall be responsible for updates to their respective documents, develop and incorporate commissioning requirements into the construction documents and develop and implement a commissioning plan. The CxA shall verify the installation and performance of the systems to be commissioned, verify that training and operation and maintenance documentation have been provided to the owner’s operations staff and complete a commissioning report.

Commissioning process activities shall be completed for the following energy-related systems, at a minimum:
1. Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
2. Lighting and daylighting controls.
3. Domestic hot water systems.
4. Renewable energy systems (wind, solar, etc.).
5. Building envelope systems.
A6.204.4.1 Owner’s Project Requirements (OPR). The expectations and requirements of the building shall be documented by the owner and the designer before the design phase of the project begins. This shall be reviewed by the CxA. At a minimum, this documentation shall include the following:
1. Environmental and sustainability goals.
2. Energy efficiency goals.
3. Indoor environmental quality requirements.
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-3

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

APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]
1. Equipment and systems expectations.
2. Building occupant and O&M personnel expectations.
CALGreen § 6.2.3 High relevance — show source text
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

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

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:

The components of the commissioning report include the following and are defined as follows:
1. Executive summary of process and results of commissioning program, including observations, conclusions and any outstanding items.
2. History of any system deficiencies and how resolved a. Include outstanding deficiencies and plans for resolution b. Include plans for seasonal testing scheduled for a later date
3. System performance test results and evaluations
4. Summary of training process completed and scheduled
5. Attach commissioning process documents a. Commissioning plan b. Owner’s Project Requirements (OPR) c. Basis of Design (BOD)
d. Executed installation checklists

e. Executed Functional Performance Test (FPT) forms

f. Recommendations for end-of-warranty review activities

7.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by: a) Receipt of a copy of the commissioning report, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Report has been completed.

8-22 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

PART 2 SAMPLE FORMS AND TEMPLATES FOR COMMISSIONING

Note: Following are examples of templates and/or forms that may be used or adopted for verification compliance with commissioning. Code users may provide their own documents as permitted by the enforcing agency. For each subsection of commissioning, samples are provided; in a few cases with narrative templates, and in most cases with compliance forms. Simplified forms or more detailed forms, but not both, may be selected to submit for each project.

CALGreen COMPLIANCE FORM

OWNER’S PROJECT REQUIREMENTS (OPR)
CALGreen § 5.410 High relevance — show source text
SECTION 5.410—BUILDING MAINTENANCE AND OPERATION

5.410.1 Recycling by occupants. Provide readily accessible areas that serve the entire building and are identified for the depositing, storage and collection of non-hazardous materials for recycling, including (at a minimum) paper, corrugated cardboard, glass, plastics, organic waste and metals, or meet a lawfully enacted local recycling ordinance, if more restrictive.

Exception: Rural jurisdictions that meet and apply for the exemption in Public Resources Code 42649.82 (a)(2)(A) et seq. shall also be exempt from the organic waste portion of this section.

5.410.1.1 Additions. All additions conducted within a 12-month period under single or multiple permits, resulting in an increase of 30 percent or more in floor area, shall provide recycling areas on site.

Exception: Additions within a tenant space resulting in less than a 30-percent increase in the tenant space floor area.

5.410.1.2 Sample ordinance. Space allocation for recycling areas shall comply with Chapter 18, Part 3, Division 30 of the Public Resources Code. Chapter 18 is known as the California Solid Waste Reuse and Recycling Access Act of 1991 (Act).

Note: A sample ordinance for use by local agencies may be found in Appendix A of the document at the CalRecycle’s web site.

5.410.2 Commissioning. [N] New buildings 10,000 square feet and over. For new buildings 10,000 square feet and over, building commissioning shall be included in the design and construction processes of the building project to verify that the building systems and components meet the owner’s or owner representative’s project requirements. Commissioning shall be performed in accor

5-26 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

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:
1. Owner’s or owner representative’s project requirements.
2. Basis of design.
3. Commissioning measures shown in the construction documents.
4. Commissioning plan.
5. Functional performance testing.
6. Documentation and training.
7. Commissioning report.
Exceptions:
1. Unconditioned warehouses of any size.
2. Areas less than 10,000 square feet used for offices or other conditioned accessory spaces within unconditioned warehouses.
3. Tenant improvements less than 10,000 square feet as described in Section 303.1.1.
4. 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:
CALGreen § 3.2 High relevance — show source text
3.2 Compliance Method:

Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:
1. Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.
2. A list of the systems and assemblies covered by the commissioning requirements.
3. Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead
8-16 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

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

vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.
1. Meeting requirements
2. Commissioning schedule management procedures
3. Issue and noncompliance management procedures
4. Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations
5. Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested
iii. Conditions of test

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

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

Reference: 4 Commissioning plan

CALGreen Section 5.410.2.3, Commissioning plan.

4.1 Intent:

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

4.2 Compliance Method:

Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:
1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.

CALGreen § 8-29 High relevance — show source text

shown in the specifications and cross referenced| |2|List of commissioned equipment and systems| |3|Cx roles and responsibilities of all parties| |4|Meeting requirements| |5|Commissioning schedule management procedures| |6|Procedures for addressing outstanding issues or noncompliance| |7|Requirements for execution and documentation of installation and equipment start-up| |8|Specific testing requirements for each system type| |9|Submittal review and approval requirements| |10|Contents and approval process of the commissioning plan| |11|Cx documentation and reporting requirements| |12|Facility staff training requirements and verification procedures| |13|O&M manual review and approval procedures| |14|Systems manual development and approval procedures| |15|Definitions|

Commissioning Agent Acknowledgment

I have reviewed the construction documents listed above and verified their compliance with the Owner’s Project Requirements (OPR), Basis of Design (BOD) and commissioning plan.

Name: _______________________________________

Company Name (if applicable): _____________________________________________

Agent’s Signature: __________________________________ Date: ______________

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-29

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

COMMISSIONING PLAN

COMPLIANCE FORM

The following form may be required to be printed on the permit set of construction drawings or submitted separately.

CALGreen Commissioning Requirement 5.410.2.3, Commissioning Plan

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:

(See Cx plan elements checklist below.)

The commissioning plan should be started during the design phase of the building project. Include the checked elements listed below and approved by the owner or owner’s representative.

Col1	COMMISSIONING PLAN ELEMENTS1	INCLUDED
1.	General project information	
2.	Commissioning goals	
3.	Systems to be commissioned—see BOD
3a.	An explanation of original design intent	
3b.	Equipment and systems to be commissioned and tested, including extent of tests	
3c.	Functions to be tested and conditions of tests1	
3d.	Conditions under which the test shall be performed
3e.	Measurable criteria for acceptable performance	
4.	Cx team information	
5.	Cx process activities, schedules and responsibilities	

These are not the detailed step-by-step test procedures but are lists of features, elements, modes and conditions of tests for specific equipment.

Owner / Owner’s Representative Signature Date

8-30 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

COMMISSIONING PLAN

COMPLIANCE CHECKLIST

INCORPORATE THIS FORM IN THE PLANS

Project Address: ________________________________________________________

Permit Number: _____________________________

ITEM #	COMMISSIONING PLAN ITEMS1	PAGE NUMBER IN COMMISSIONING PLAN DOCUMENT
	GENERAL PROJECT INFORMATION
1	Project name, owner,

CALGreen § 8-6 High relevance — show source text
. . . . . . . . . . . . . . . 8-6 Worksheet (WS-9) 5.409.2 and A5.409.2 Whole Building Life Cycle Assessment: . . . . . . . . . . . . . . . . 8-7 Construction Waste Management (CWM) Plan . . . . . . . . . . . 8-8 Construction Waste Management (CWM) Worksheet. . . . . . 8-9 Construction Waste Management (CWM) Acknowledgment. . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10 Title 23, Waters, California Code of Regulations . . . . . . . . . 8-11 Commissioning Referenced Standards for Non-energy Systems. . . . . . . . . . . . . . . . . . . . . . . . . 8-13 IES TM-15-11 Table A-1, Table 130.2-A and Table 130.2-B Uplight and Glare Ratings Tables. . . . . . . . . . . . . . 8-40

APPENDIX A4 RESIDENTIAL

VOLUNTARY MEASURES. . . . . . . . . . . . . . . . . APPENDIX A4-3

A4.1 Planning and Design . . . . . . . . . . . . . . . . . APPENDIX A4-3 A4.2 Energy Efficiency . . . . . . . . . . . . . . . . . . . . APPENDIX A4-9 A4.3 Water Efficiency and Conservation . . . APPENDIX A4-13 A4.4 Material Conservation and Resource Efficiency . . . . . . . . . . . . . . . . . . . . . . . . APPENDIX A4-15 A4.5 Environmental Quality . . . . . . . . . . . . . . APPENDIX A4-19 A4.6 Tier 1 and Tier 2 . . . . . . . . . . . . . . . . . . . . APPENDIX A4-21

Division A4.6—Residential Occupancies Application Checklist . . . . . . . . . . . . . APPENDIX A4-23 A4.7 Residential Model Ordinance . . . . . . . . . APPENDIX A4-31

APPENDIX A5 NONRESIDENTIAL

VOLUNTARY MEASURES. . . . . . . . . . . . . . . . . APPENDIX A5-3
CALGreen § 204.4.1 High relevance — show source text
The owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The owner and design team shall be responsible for updates to their respective documents, develop and incorporate commissioning requirements into the construction documents and develop and implement a commissioning plan. The CxA shall verify the installation and performance of the systems to be commissioned, verify that training and operation and maintenance documentation have been provided to the owner’s operations staff and complete a commissioning report.

Commissioning process activities shall be completed for the following energy-related systems, at a minimum:
1. Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
2. Lighting and daylighting controls.
3. Domestic hot water systems.
4. Renewable energy systems (wind, solar, etc.).
5. Building envelope systems.
A6.204.4.1 Owner’s Project Requirements (OPR). The expectations and requirements of the building shall be documented by the owner and the designer before the design phase of the project begins. This shall be reviewed by the CxA. At a minimum, this documentation shall include the following:
1. Environmental and sustainability goals.
2. Energy efficiency goals.
3. Indoor environmental quality requirements.
2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A6.1-3

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

APPENDIX A6.1 — VOLUNTARY STANDARDS FOR HEALTH FACILITIES [OSHPD 1, 2 & 4]
1. Equipment and systems expectations.
2. Building occupant and O&M personnel expectations.
A6.204.4.2 Basis of Design (BOD). A written explanation of how the design of the building systems meets the Owner’s Project Requirements shall be completed at the design phase of the building project and updated as necessary during the design and construction phases. This shall be reviewed by the CxA. At a minimum, the Basis of Design document shall cover the following systems:
1. Heating, ventilation, air conditioning (HVAC) systems and controls.
2. Indoor lighting system and controls.
3. Water heating system.
4. Renewable energy systems.
A6.204.4.3 Commissioning plan. A commissioning plan shall be completed to document the approach to how the project will be commissioned and shall be started during the design phase of the building project. This shall be reviewed by the CxA. The Commissioning Plan shall include the following at a minimum:
1. General project information.
2. Commissioning goals.
3. Systems to be commissioned. Plans to test systems and components shall include at a minimum: a. A detailed 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; and e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities – plans for the completion of commissioning requirements listed in Sections A6.204.4.4 through A6.204.4.6 shall be included.
CALGreen § 5-26 High relevance — show source text
5-26 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

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:
1. Owner’s or owner representative’s project requirements.
2. Basis of design.
3. Commissioning measures shown in the construction documents.
4. Commissioning plan.
5. Functional performance testing.
6. Documentation and training.
7. Commissioning report.
Exceptions:
1. Unconditioned warehouses of any size.
2. Areas less than 10,000 square feet used for offices or other conditioned accessory spaces within unconditioned warehouses.
3. Tenant improvements less than 10,000 square feet as described in Section 303.1.1.
4. 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:
1. Functional performance testing for heating, ventilation, air conditioning systems and lighting controls must be performed in compliance with the California Energy Code.
5.410.2.1 Owner’s or Owner representative’s Project Requirements (OPR). [N] The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. This documentation shall include the following:
1. Environmental and sustainability goals.
2. Building sustainable goals.
3. Indoor environmental quality requirements.
4. Project program, including facility functions and hours of operation, and need for after hours operation.
5. Equipment and systems expectations.
6. Building occupant and operation and maintenance (O&M) personnel expectations.
5.410.2.2 Basis of Design (BOD). [N] A written explanation of how the design of the building systems meets the OPR shall be completed at the design phase of the building project. The Basis of Design document shall cover the following systems:
1. Renewable energy systems.
2. Landscape irrigation systems.
3. Water reuse systems.
5.410.2.3 Commissioning plan. [N] Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned. The commissioning plan shall include the following:
1. General project information.
2. Commissioning goals.
3. Systems to be commissioned. Plans to test systems and components shall include: a. An explanation of the original design intent. b. Equipment and systems to be tested, including the extent of tests.
c. Functions to be tested.

d. Conditions under which the test shall be performed. e. Measurable criteria for acceptable performance. 4. Commissioning team information. 5. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning shall be included.
CALGreen § 101.13 Medium relevance — show source text
The test shall be ruled successful by the Authority Having Jurisdiction before final approval is granted. S 101.13 Commissioning. Onsite stormwater treatment systems shall be commissioned in accordance with the requirements of Section S 101.13.1 through Section S 101.13.4.

S 101.13.1 Commissioning Requirements. Commissioning for stormwater treatment systems shall be included in the design and construction processes of the project. Commissioning shall be performed by a person who demonstrates competency in commissioning stormwater treatment systems as required by the Authority Having Jurisdiction. S 101.13.2 Commissioning Plan. The construction documents shall include the commissioning plan for the stormwater treatment system. The commissioning plan shall be approved by the Authority Having Jurisdiction prior to commissioning the stormwater treatment system. The commissioning plan shall include the following:

(1) General project information.

(2) Equipment to be tested, including the test methodology.

(3) Processes to be tested.

(4) Criteria or process for testing.

(5) Criteria or process for acceptance.

(6) Commissioning team contact information.

(7) Commissioning process activities, schedules, and responsibilities.

(8) Plans for the completion of functional performance testing, post construction documentation and training, and the commissioning report. S 101.13.3 Performance Testing. Performance tests shall verify that the installation and operation of the

TABLE S 101.11(2)

MONITORING PARAMETERS

550 2025 CALIFORNIA PLUMBING CODE

), Copyright © 2025 IAPMO, and may not be used for any other purpose or distributed to any other persons or parties.

APPENDIX S

equipment of the stormwater treatment system is in accordance with the approved plans and specifications. The performance test report shall include the equipment tested, the testing methods utilized, and proof of proper calibration of the equipment. S 101.13.4 Commissioning Report. The commissioning report shall be submitted to the Authority Having Jurisdiction.

S 101.14 Operation and Maintenance Manual. An operation and maintenance manual shall be provided in accordance with Section 1501.6 and shall also include the following:

(1) Instructions on operating and maintaining the system, including treatment process operations, instrumentation and alarms, and chemicals storage and handling.

(2) Site equipment inventory and maintenance notes.

(3) Equipment/system warranty documentation and information.

(4) As-built design drawings.

(5) Details on training requirements and qualifications of personnel responsible for operating the system.

(6) Maintenance schedule. S 101.15 Inspection. Field inspections shall take place during and after construction while the contractor is on-site to verify that the stormwater treatment system components have been properly supplied and installed according to the plans and specifications used for installation. Record drawings shall be maintained with changes to the approved plans by the contractor and available for periodic inspection as needed.

S 102.0 Definitions.

S 102.1 General. For the purpose of this appendix, the following definitions shall apply: Challenge Test. The evaluation of a unit treatment process for pathogen log 10 reduction performance using selected surrogate or indigenous constituents. This includes a detailed technology evaluation study conducted to challenge the treatment technology over a wide range of operational conditions. Commissioning. The activities associated with bringing a new process into normal working condition. **Field Verification.

CALGreen § 5.4 Medium relevance — show source text

FUNCTIONAL PERFORMANCE TESTING

COMPLIANCE FORM

REPORT # (e.g., FPT-003)	SYSTEM/EQUIPMENT TEST REPORT (See minimum report requirements on page 2 of this form.)	PAGE/TAB # IN COMMISSIONING REPORT

THIS FORM IS TO BE COMPLETED FOR THE TIME OF INSPECTION

Project Address: _______________________________________________________

Permit Number: ___________________________

List the functional test reports below for all systems to be tested (see Form 5.4-8.1, item #9).

MINIMUM REQUIREMENTS FOR TEST REPORT

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.)
Test Instructions – Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should be 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.

Commissioning Agent Acknowledgment

I have reviewed the test reports listed above and verified that they are complete; these tests have been executed with deficiencies

corrected.

Name: _______________________________________

Company Name (if applicable): ________________________________________

Agent’s Signature: ____________________________ Date: ______________

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-33

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

CALGreen Commissioning Requirement 5.410.2.5.1, Documentation and Training — Systems Manual

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:

(See elements checklist below.)

Col1	SYSTEM MANUAL ELEMENTS	INCLUDED
1.	Site information including facility description, history and current requirements	
2.	Site contact information	
3.	Basic operations and maintenance and troubleshooting	
4.	Systems covered include major systems listed under the BOD	
5.	Site equipment inventory and maintenance notes	
6.	Special inspection verifications	
7.	Other resources and documentation	

Owner/Owner’s Representative Signature Date

CALGreen § 7.3 Medium relevance — show source text

d. Executed installation checklists

e. Executed Functional Performance Test (FPT) forms

f. Recommendations for end-of-warranty review activities

7.3 Enforcement:

At their discretion, the inspector confirms demonstrated compliance during on-site enforcement by: a) Receipt of a copy of the commissioning report, or b) Receipt of a form signed by the owner or owner’s representative attesting that the Cx Report has been completed.

8-22 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

PART 2 SAMPLE FORMS AND TEMPLATES FOR COMMISSIONING

Note: Following are examples of templates and/or forms that may be used or adopted for verification compliance with commissioning. Code users may provide their own documents as permitted by the enforcing agency. For each subsection of commissioning, samples are provided; in a few cases with narrative templates, and in most cases with compliance forms. Simplified forms or more detailed forms, but not both, may be selected to submit for each project.

CALGreen COMPLIANCE FORM

OWNER’S PROJECT REQUIREMENTS (OPR)

The following form may be required to be printed on the permit set of construction drawings or submitted separately. Italicized text indicates direct or partial quotes from the CALGreen Code.

CALGreen Commissioning Requirement 5.410.2.1, Owner’s Project Requirements (OPR)

5.410.2.1 Owner’s or Owner representative’s Project Requirements (OPR). [N] The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. This documentation shall include the following: 1. Environmental and sustainability goals. 2. Building sustainable goals. 3. Indoor environmental quality requirements. 4. Project program, including facility functions and hours of operation, and need for after hours operation. 5. Equipment and systems expectations. 6. Building occupant and operation and maintenance (O&M) personnel expectations.

Col1	OPR ELEMENTS	INCLUDED
1.	Environmental and sustainability goals.	
2.	Building sustainable goals.	
3.	Indoor environmental quality requirements.	
4.	Project program, including facility functions and hours of operation, and need for after-hours operation.	
5.	Equipment and systems expectations.	
6.	Building occupant and O&M personnel expectations.	

Owner/Owner’s Representative Signature Date

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-23

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

OWNER’S PROJECT REQUIREMENTS (OPR)

COMPLIANCE CHECKLIST

INCORPORATE THIS FORM IN THE PLANS

Project Address: _________________________________________________________

Permit Number: _____________________________

CALGreen § 8-18 Medium relevance — show source text
Elements of acceptable test procedures include:
1. Date and party—Identification of the date of the test and the party conducting the test.
2. Signature block—Signature of the designated commissioning lead and the equipment installing contractor attesting that the recorded test results are accurate.
3. Prerequisites—Any conditions or related equipment checkout or testing that needs to be completed before conducting this test.
4. Precautions—Identification of the risks involved to the test team members and the equipment and how to mitigate them.
5. Instrumentation—Listing of the instrumentation and tools necessary to complete the test.
6. Reference—In each procedure item, identify the source for what is being confirmed (e.g., sequence of operation ID, operating feature, specification requirement, etc.).
8-18 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL
1. Test instructions—Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should performed.
2. Acceptance criteria—Measurable pass / fail criteria for each step of the test, as applicable.
3. Results—Expected system response and space to document the actual response, readings, results and adjustments.
4. Return to normal—Instructions that all systems and equipment are to be returned to their as-found state at the conclusion of the tests.
5. Deficiencies—A list of deficiencies and how they were mitigated.
5.3 Enforcement:

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

Reference: 6.1 Documentation and training

CALGreen Section 5.410.2.5, Documentation and training.

Section 5.410.2.5.1, Systems manual.

6.1.1 Intent:

The Systems Manual documents information focusing on the operation of the building systems. This document provides information needed to understand, operate and maintain the equipment and systems and informs those not involved in the design and construction of the building systems. This document is in addition to the record construction drawings, documents and the Operation & Maintenance (O&M) manuals supplied by the contractor. The Systems Manual is assembled during the construction phase and available during the contractors’ training of the facility staff.

6.1.2 Compliance Method:

Compliance is demonstrated by providing the Systems Manual. The information in the Systems Manual includes the following:
1. Site information, including facility description, history and current requirements
a. Site information

i. Location of property - address

ii. Site acreage iii. Local utility information
```
           Water service provider

           Natural/LPG gas service provider

           Electrical service provider

           Telecommunications service provider

           Other service providers
```
b. Facility description i. Use/function

ii. Square footage

iii. Occupancy type

iv. Construction type v. Basis of Design vi. Location of major systems and equipment c. Project history

i. Project requirements
```
           Owner’s Project Requirements (OPR)

           Basis of Design (BOD)
```
ii. Project undocumented events iii. Record drawings and documents iv. Final control drawings and schematics v. Final control sequences vi. Construction documents - location or delivery information
```
           Mechanical and electrical drawings

           Specifications
           - Submittals
```

CALGreen § 5.410.2.4 Medium relevance — show source text

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

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

8-32 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

FUNCTIONAL PERFORMANCE TESTING

COMPLIANCE FORM

REPORT # (e.g., FPT-003)	SYSTEM/EQUIPMENT TEST REPORT (See minimum report requirements on page 2 of this form.)	PAGE/TAB # IN COMMISSIONING REPORT

THIS FORM IS TO BE COMPLETED FOR THE TIME OF INSPECTION

Project Address: _______________________________________________________

Permit Number: ___________________________

List the functional test reports below for all systems to be tested (see Form 5.4-8.1, item #9).

MINIMUM REQUIREMENTS FOR TEST REPORT

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.)
Test Instructions – Step-by-step instructions of how to complete the test, including functions to test and the conditions under which the tests should be 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.

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
1. Other resources and documentation
6.1.3 Enforcement:

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

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
CALGreen § 6.1 Medium relevance — show source text
Reference: 6.1 Documentation and training

CALGreen Section 5.410.2.5, Documentation and training.

Section 5.410.2.5.1, Systems manual.

6.1.1 Intent:

The Systems Manual documents information focusing on the operation of the building systems. This document provides information needed to understand, operate and maintain the equipment and systems and informs those not involved in the design and construction of the building systems. This document is in addition to the record construction drawings, documents and the Operation & Maintenance (O&M) manuals supplied by the contractor. The Systems Manual is assembled during the construction phase and available during the contractors’ training of the facility staff.

6.1.2 Compliance Method:

Compliance is demonstrated by providing the Systems Manual. The information in the Systems Manual includes the following:
1. Site information, including facility description, history and current requirements
a. Site information

i. Location of property - address

ii. Site acreage iii. Local utility information
```
           Water service provider

           Natural/LPG gas service provider

           Electrical service provider

           Telecommunications service provider

           Other service providers
```
b. Facility description i. Use/function

ii. Square footage

iii. Occupancy type

iv. Construction type v. Basis of Design vi. Location of major systems and equipment c. Project history

i. Project requirements
```
           Owner’s Project Requirements (OPR)

           Basis of Design (BOD)
```
ii. Project undocumented events iii. Record drawings and documents iv. Final control drawings and schematics v. Final control sequences vi. Construction documents - location or delivery information
```
           Mechanical and electrical drawings

           Specifications
           - Submittals

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

2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-19

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

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
1. Site contact information
a. Owner information

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

d. Prime contractor contact information

e. Subcontractor information

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

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

Frequently asked questions

Which CALGreen section tells me where the referenced commissioning standards are listed?

The advisory list titled “Commissioning Referenced Standards for Non‑Energy Systems” is in Chapter 8 (Compliance Forms, Worksheets and Reference Material), Part 1 and is tied to § 5.410.2. The Chapter 8 materials contain the standards list and sample commissioning forms/templates.

Are the Chapter 8 referenced standards mandatory?

No — CALGreen states the referenced standards in Chapter 8 are provided as a convenience and are not automatically part of the code unless adopted by the local jurisdiction. Always confirm with the enforcing agency.

What is the square‑footage threshold that triggers CALGreen commissioning?

10,000 square feet — new buildings at or above this threshold are subject to the commissioning requirements in § 5.410.2 (with listed exceptions).

Which non‑energy systems are explicitly required to be in the BOD and considered for FPT?

CALGreen specifically lists renewable energy systems, landscape irrigation systems, and water reuse systems as systems to include in the BOD and to be functionally tested. See § 5.410.2.2 and § 5.410.2.4.

What proof will the inspector typically accept at plan intake?

An inspector may accept a copy of the commissioning plan, the OPR/BOD, commissioning specifications, or a signed form attesting that those documents are included — all described as acceptable plan‑intake verification in the Chapter 8 guidance.

More in California Green Building Standards Code (CALGreen)

Ask about the CALGreen

Get cited, plain-English answers on the California Green Building Standards Code (CALGreen) for your project — any code section, any scenario.

Start Free Trial

Related in the CALGreen

Which TAB (testing/adjusting/balancing) standards does CALGreen reference for HVAC verification?

Which ACCA manuals are required/referenced for residential load, duct and equipment sizing?

HVAC commissioning, testing, adjusting and balancing standards

California Green Building Standards Code (CALGreen)