What operation, maintenance and owner documentation is required related to energy systems?

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

• 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]

  4. Equipment and systems expectations.
  5. 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 § 5.410.2.4 High relevance — show source text

  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.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 5-27

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

  NONRESIDENTIAL MANDATORY MEASURES

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

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

  5.410.2.5.1 Systems manual. [N] Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative. The systems manual shall include the following:

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

  2. Site contact information.

  3. Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.

  4. Major systems.

  5. Site equipment inventory and maintenance notes.

  6. A copy of verifications required by the enforcing agency or this code.

  7. Other resources and documentation, if applicable.

  5.410.2.5.2 Systems operations training. [N] A program for training of the appropriate maintenance staff for each equipment type and/or system shall be developed and documented in the commissioning report and shall include the following:

  1. System/equipment overview (what it is, what it does and with what other systems and/or equipment it interfaces).
  2. Review and demonstration of servicing/preventive maintenance.
  3. Review of the information in the systems manual.
  4. Review of the record drawings on the system/ equipment.

  5.410.2.6 Commissioning report. [N] A report of commissioning process activities undertaken through the design and construction phases of the building project shall be completed and provided to the owner or representative.

  5.410.3 Reserved.

  5.410.4 Testing and adjusting. New buildings less than 10,000 square feet. Testing and adjusting of systems shall be required for new buildings less than 10,000 square feet or new systems to serve an addition or alteration subject to Section 303.1.

  5.410.4.1 Reserved.

  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 system and controls, as well as water heating systems and controls, refer to California Energy Code Section 120.8 for commissioning requirements and Sections 120.5, 120.6, 130.4 and 140.9(b)3 for additional testing requirements of specific systems.

  5.410.4.2 Systems. Develop a written plan of procedures for testing and adjusting systems. Systems to be included for testing and adjusting shall include, as applicable to the project:

  1. Renewable energy systems.

  2. Landscape irrigation systems.

  3. Water reuse systems.

• CALGreen § 8-36 High relevance — show source text

  e. narratives of basic equipment operation, interfaces, interlocks and interaction with other
  equipment and systems, initial maintenance provided by the contractor)|| |12|General site-operating schedules (i.e. instructions for changes in major system operating schedules, instructions
  for changes in major system holiday and weekend schedules)|| |13|Basic troubleshooting (i.e. cite recommended troubleshooting procedures specific to major systems and
  equipment, manual operation procedures, standby/backup/bypass operation procedures, major system power fail
  resets and restarts, trend log listing)|| |14|Recommended maintenance events log (i.e. HVAC air filler replacement schedule and log, building control system
  sensor calibration schedule and log)|| |15|Operation and maintenance manuals (location or delivery information)|| ||MAJOR SYSTEMS|| |19|Water heating systems|| |20|Landscape irrigation systems (i.e. water distribution diagrams and control system)|| |21|Water reuse systems (i.e. reclaimed water system for indoor use, reclaimed water for irrigation use)|| ||SITE EQUIPMENT INVENTORY AND MAINTENANCE NOTES|| |22|Spare parts inventory|| |23|Frequently required parts and supplies|| |24|Special equipment required to operate or maintain systems|| |25|Special tools required to operate or maintain systems|| ||SPECIAL INSPECTIONS|| |26|Copies of all special inspection verifications required by the enforcing agency of this code|| ||OTHER|| |27|Other resources and documentation||

  8-36 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Part Two: Training

  ITEM #	TRAINING PROGRAM ELEMENTS	PAGE NUMBER IN TRAINING DOCUMENT
  1	System/equipment overview (i.e., what it is, what it does, and with what other systems and/or equipment it interfaces)
  2	Review and demonstration of servicing and preventative maintenance
  3	Review of the information in the systems manual
  4	Review of the record drawings on the system/equipment

  Owner/Owner’s Representative Acknowledgment

   Documentation of the operation aspects of the building shall be completed within the systems manual and delivered to the building owner or representative and facilities operator. The systems manual includes the elements listed in part one of this form;

  or

   When the appropriate maintenance staff is made available prior to the certificate of occupancy, the written training program will be executed to these staff. The written training program includes the elements listed in part two of this form.

  Name: _______________________________  Owner  Owner’s Representative

  Company Name (if applicable): _____________________________________ Signature: ___________________________________ Date: _____________

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-37

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  COMMISSIONING REPORT

  COMPLIANCE FORM

  CALGreen Commissioning Requirement 5.410.2.6, Commissioning Report

  5.410.2.6 Commissioning Report. [N] A report of commissioning process activities undertaken through the design and construction phases of the building project shall be completed and provided to the owner or representative.

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

  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

  2. Site contact information

  a. Owner information

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

  d. Prime contractor contact information

  e. Subcontractor information

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

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

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

  c. Water reuse systems i. Reclaimed water system for indoor use ii. Reclaimed water for irrigation use 5. Site equipment inventory and maintenance notes

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

  7. Other resources and documentation

  6.1.3 Enforcement:

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

  8-20 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

  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.

• CALGreen § 5.410.2.1 High relevance — show source text

  Informational Note:

  1. Functional performance testing for heating, ventilation, air conditioning systems and lighting controls must be performed in compliance with the California Energy Code.

  5.410.2.1 Owner’s or Owner representative’s Project Requirements (OPR). [N] The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. This documentation shall include the following:

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

  5.410.2.2 Basis of Design (BOD). [N] A written explanation of how the design of the building systems meets the OPR shall be completed at the design phase of the building project. The Basis of Design document shall cover the following systems:

  1. Renewable energy systems.

  2. Landscape irrigation systems.

  3. Water reuse systems.

  5.410.2.3 Commissioning plan. [N] Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned. The commissioning plan shall include the following:

  1. General project information.
  2. Commissioning goals.
  3. Systems to be commissioned. Plans to test systems and components shall include: a. An explanation of the original design intent. b. Equipment and systems to be tested, including the extent of tests.

  c. Functions to be tested.

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

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

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 5-27

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

  NONRESIDENTIAL MANDATORY MEASURES

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

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

  5.410.2.5.1 Systems manual. [N] Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative. The systems manual shall include the following:

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

  2. Site contact information.

  3. Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.

  4. Major systems.

  5. Site equipment inventory and maintenance notes.

  6. A copy of verifications required by the enforcing agency or this code.

  7. Other resources and documentation, if applicable.

• CALGreen § 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 § 1207.2 High relevance — show source text

  1207.2 Commissioning, decommissioning, operation and maintenance. Commissioning, decommissioning, operation and maintenance shall be conducted in accordance with this section.

  1207.2.1 Commissioning. Commissioning of newly installed ESS and existing ESS that have been retrofitted, replaced or previously decommissioned and are returning to service shall be conducted prior to the ESS being placed in service in accordance with a commissioning plan that has been approved prior to initiating commissioning. The commissioning plan shall include the following:

  1. A narrative description of the activities that will be accomplished during each phase of commissioning, including the personnel intended to accomplish each of the activities.
  2. A listing of the specific ESS and associated components, controls and safety-related devices to be tested, a description of the tests to be performed and the functions to be tested.
  3. Conditions under which all testing will be performed, which are representative of the conditions during normal operation of the system.
  4. Documentation of the owner’s project requirements and the basis of design necessary to understand the installation and operation of the ESS.
  5. Verification that required equipment and systems are installed in accordance with the approved plans and specifications.
  6. Integrated testing for all fire and safety systems.
  7. Testing for any required thermal management, ventilation or exhaust systems associated with the ESS installation.
  8. Preparation and delivery of operation and maintenance documentation.
  9. Training of facility operating and maintenance staff.
  10. Identification and documentation of the requirements for maintaining system performance to meet the original design intent during the operation phase.
  11. Identification and documentation of personnel who are qualified to service, maintain and decommission the ESS, and respond to incidents involving the ESS, including documentation that such service has been contracted for./p>
  12. A decommissioning plan for removing the ESS from service, and from the facility in which it is located. The plan shall include details on providing a safe, orderly shutdown of energy storage and safety systems with notification to the code officials prior to the actual decommissioning of the system. The decommissioning plan shall include contingencies for removing an intact operational ESS from service, and for removing an ESS from service that has been damaged by a fire or other event.

  Exceptions:

  1. Commissioning shall not be required for lead-acid and nickel-cadmium battery systems at facilities under the exclusive control of communications utilities that comply with NFPA 76 and operate at less than 50 VAC and 60 VDC. A decommissioning plan shall be provided and maintained where required by the fire code official.
  2. Lead-acid and nickel-cadmium battery systems less than 50 VAC, 60 VDC that are in telecommunications facilities for installations of communications equipment under the exclusive control of communications utilities, and are located outdoors or in building spaces or walk-in units used exclusively for such installations that are in compliance with NFPA 76, shall be permitted to have a commissioning plan in compliance with recognized industry practices in lieu of complying with Section 1207.2.1.
  3. Lead-acid and nickel-cadmium battery systems that are used for DC power for control of substations and control or safe shutdown of generating stations under the exclusive control of the electric utilities, and are located in building spaces or walk-in units used exclusively for such installations, shall be permitted to have a commissioning plan in compliance with applicable governmental laws and regulations in lieu of developing a commissioning plan in accordance with Section 1207.2.1. (Material based on NFPA 855 2023 Ed.)
• CALGreen § 6.1 High 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

  2. Site contact information

  a. Owner information

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

  d. Prime contractor contact information

  e. Subcontractor information

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

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

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

  4. Equipment and systems expectations.
  5. Building occupant and O&M personnel expectations.
• CALGreen § 6.2.2 High relevance — show source text

  6.2.2 Compliance Method:

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

  1. Systems/equipment overview a. Review OPR and BOD related to the major systems and equipment b. Describe system type and configuration c. Explain operation of all major systems and equipment and how it interfaces with other systems and equipment d. Describe operation of critical devices, controls and accessories e. Review location of the major systems and equipment f. Describe operation of control system for each system, location of critical control elements and procedures to properly operate control system g. Review recommendations for implementation to reduce energy and water use
  2. Review and demonstration of servicing/preventive maintenance a. Explain location or delivery contact of the Operation & Maintenance manuals b. Review of all manufacturer’s recommended maintenance activities to maintain warranty c. Review and demonstrate frequent maintenance activities and suggested schedule d. Review and demonstrate typical servicing procedures and techniques (electrical current, pressure and flow readings, etc.; calibration procedures, point trending, power fail restart procedures, etc.) e. Locate, observe and identify major equipment, systems, accessories and controls f. Review emergency shut-offs and procedures
  3. Review the information in the systems manual a. Describe use of systems manual b. Review elements of systems manual c. Explain how to update and add revisions to systems manual
  4. Review record drawings on the systems/equipment a. Explain location or delivery contact of the record drawings b. Review record drawings, revisions and changes to original design drawings. c. Review equipment schedules and compare with actual installed systems

  6.2.3 Enforcement:

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

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

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-21

  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:

• CALGreen § 6.1.3 High relevance — show source text

  c. Water reuse systems i. Reclaimed water system for indoor use ii. Reclaimed water for irrigation use 5. Site equipment inventory and maintenance notes

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

  7. Other resources and documentation

  6.1.3 Enforcement:

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

  8-20 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Reference: 6.2 Documentation and training

  CALGreen Section 5.410.2.5, Documentation and training.

  Section 5.410.2.5.2, Systems operations training.

  6.2.1 Intent:

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

  6.2.2 Compliance Method:

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

  1. Systems/equipment overview a. Review OPR and BOD related to the major systems and equipment b. Describe system type and configuration c. Explain operation of all major systems and equipment and how it interfaces with other systems and equipment d. Describe operation of critical devices, controls and accessories e. Review location of the major systems and equipment f. Describe operation of control system for each system, location of critical control elements and procedures to properly operate control system g. Review recommendations for implementation to reduce energy and water use
  2. Review and demonstration of servicing/preventive maintenance a. Explain location or delivery contact of the Operation & Maintenance manuals b. Review of all manufacturer’s recommended maintenance activities to maintain warranty c. Review and demonstrate frequent maintenance activities and suggested schedule d. Review and demonstrate typical servicing procedures and techniques (electrical current, pressure and flow readings, etc.; calibration procedures, point trending, power fail restart procedures, etc.) e. Locate, observe and identify major equipment, systems, accessories and controls f. Review emergency shut-offs and procedures
  3. Review the information in the systems manual a. Describe use of systems manual b. Review elements of systems manual c. Explain how to update and add revisions to systems manual
• CALGreen § 8-34 High relevance — show source text

  8-34 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  SYSTEM OPERATIONS TRAINING

  COMPLIANCE FORM

  CALGreen Commissioning Requirement 5.410.2.5.2, System Operations Training

  5.410.2.5.2 Systems Operations Training. [N] A program for training of the appropriate maintenance staff for each equipment type and/or system shall be developed and documented in the commissioning report and shall include the following.

  (See elements checklist below.)

  The written training program includes the checked elements listed below.

  Col1	TRAINING PROGRAM ELEMENTS	INCLUDED
  1.	System/equipment overview (what it is, what it does, and with what other systems and/or equipment it interfaces)	
  2.	Review and demonstration of servicing and preventive maintenance	
  3.	Review of the information in the systems manual	
  4.	Review of the record drawings on the system/equipment	

  The owner or owner’s representative attests that when the appropriate maintenance staff are made available prior to certificate of occupancy that the written training program was executed with these staff. Or, if appropriate maintenance staff are not available, that the written training program was submitted and approved by the owner or owner’s representative.

  ---

  Owner/Owner’s Representative Signature Date

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-35

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

  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  SYSTEM OPERATIONS TRAINING

  COMPLIANCE FORM

  THIS FORM IS TO BE COMPLETED PRIOR TO INSPECTION

  Project Address: _________________________________________________________

  Permit Number: _____________________________

  Part One: Systems Manual

  ITEM #	SYSTEMS MANUAL ELEMENTS	PAGE NUMBER IN MANUAL
  	SITE INFORMATION
  1	General (i.e. address, acreage, local utility information, other)
  2	Facility description (i.e. use/function, square footage, occupancy type, construction type, basis of design, location of major systems and equipment)
  3	Project history (i.e. project requirements (BOD/OPR), project undocumented events, record drawings and documents, final control drawings and schematics, final control sequences, construction documents)
  4	Current requirements (i.e. building operating schedules, space temperature, humidity, pressure, CO2 setpoints, summer and winter setback schedules, chilled and hot water temperatures, as-built control setpoints and parameters)
  	SITE CONTACT INFORMATION
  5	Owner information
  6	Emergency contacts
  7	Design team (i.e. architect, mechanical engineer, electrical engineer, other)
  8	Prime contractor contact information
  9	Subcontractor information
  10	Equipment supplier contact information
  	BASIC OPERATIONS AND MAINTENANCE
  11	Basic operation (i.e. narratives of basic equipment operation, interfaces, interlocks and interaction with other equipment and systems, initial maintenance provided by the contractor)
  12	General site-operating schedules (i.e. instructions for changes in major system operating schedules,