CALGreen · California Green Building Standards Code (CALGreen)

What commissioning documentation and testing are required?

For homeowners: CALGreen requires projects (typically ≥10,000 sq ft) to document what the owner expects (OPR), how the design meets it (BOD), plan and perform functional tests of systems (FPT), provide a systems manual, train maintenance staff, and deliver a final commissioning report so systems operate as intended.

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Last reviewed: July 6, 2026

What the code requires — 2-4 sentences

CALGreen requires building commissioning for energy‑related and other listed systems, and it mandates documented Owner’s Project Requirements (OPR), a Basis of Design (BOD), a commissioning plan, functional performance testing (FPT), a systems manual, systems operations training, and a final commissioning report. The controlling provisions are § A6.204.4, with the OPR in § A6.204.4.1, functional testing in § A6.204.4.4, and post‑construction documentation and training in § A6.204.4.5.

The single most important rule: the owner must document the project performance expectations (the OPR) before design starts, and the project must demonstrate — via documented functional tests and a systems manual/training — that installed systems meet those expectations. § A6.204.4.1 and § A6.204.4.4.

Requirements in detail

Core documents (what to produce and when)

  • Owner’s Project Requirements (OPR) — documented before the design phase; must include environmental and sustainability goals, energy efficiency goals, indoor environmental quality requirements, equipment and systems expectations, and occupant/O&M expectations. § A6.204.4.1.
  • Basis of Design (BOD) — written explanation at the design phase explaining how the BOD satisfies the OPR; should cover HVAC, lighting, water heating, renewable systems (as applicable). § A6.204.4.2.
  • Commissioning plan — started during design and completed prior to permit issuance; must list systems to be commissioned, testing approach, measurable acceptance criteria, team, schedule, and responsibilities. § A6.204.4.3.
  • Functional performance testing (FPT) — tests showing correct installation and operation of each component, system and system‑to‑system interface; FPT reports must document test methods, readings, adjustments and be verified by the commissioning agent (CxA). § A6.204.4.4.
  • Systems manual — delivered to the owner/facilities operator at closeout; must include site info, contacts, basic O&M, major systems description, equipment inventory, and verifications required by code/enforcing agency. § A6.204.4.5.1.
  • Systems operations training — the CxA oversees training for maintenance staff; must include system overviews, review of the systems manual, and record drawings. § A6.204.4.5.2.
  • Commissioning report — complete record of commissioning activities through design, construction and post‑construction phases, provided to the owner. § A6.204.4.6.

Decision table — what to include, when, and where it’s found

Deliverable When required Minimum decision‑relevant contents Code Reference
OPR (Owner’s Project Requirements) Before design phase Environmental/sustainability goals, energy goals, IEQ requirements, equipment/system expectations, occupant & O&M expectations § A6.204.4.1
BOD (Basis of Design) Design phase (and updated) How design meets OPR; systems covered (HVAC, lighting, water heating, renewables) § A6.204.4.2
Commissioning Plan Started in design; completed prior to permit issuance Project info, commissioning goals, systems to be commissioned, testing plans (intent, functions, conditions, acceptance criteria), Cx team, schedules, responsibilities § A6.204.4.3
Functional Performance Testing (FPT) reports During construction / commissioning Test date & parties, prerequisites, instrumentation, step‑by‑step procedures, acceptance criteria, results, adjustments, deficiency list, signature verification § A6.204.4.4 and FPT forms guidance
Systems manual At project handover Site description, contacts, O&M procedures, troubleshooting, major systems, equipment inventory, code verifications § A6.204.4.5.1
Systems operations training At/near handover; documented in commissioning report System overview, O&M demonstration, review of systems manual and record drawings § A6.204.4.5.2
Commissioning report Final deliverable to owner Record of all Cx activities, completed FPTs, manuals, training verification, outstanding items & resolutions § A6.204.4.6

Functional testing: what the FPT must show and how to document it

  • FPTs must demonstrate correct installation and operation of each component, system, and system‑to‑system interface in accordance with approved plans/specs. § A6.204.4.4.
  • FPT reports must record the testing methods used, readings and adjustments made, and must be reviewed and verified by the CxA. See the compliance form minimum report elements (date/parties, signature block, prerequisites, instrumentation, step‑by‑step test instructions, acceptance criteria, results, and deficiency list). § A6.204.4.4 and FPT form guidance.
  • Tests should cover normal and part‑load operation, seasonal conditions as applicable, alarm confirmations, loss/restart scenarios, staging/standby functions, scheduling, and control/energy strategies (per commissioning plan guidance).

Exceptions & special cases

  • Commissioning in CALGreen applies to new buildings 10,000 square feet and over; projects below that threshold have different or limited testing requirements (see testing and adjusting rules for buildings < 10,000 square feet). § A6.204.4 (and related mandatory measures sections).
  • Explicit exceptions include unconditioned warehouses of any size, open parking garages, and certain tenant improvements under 10,000 sq ft. Where exempt, the full suite of commissioning deliverables is not required.
  • For energy‑related systems that are in the scope of the California Energy Code (Part 6 / T‑24), additional/overlapping commissioning/testing requirements and references (such as Section 120.8 of the Energy Code) apply — perform both CALGreen and Energy Code compliance where relevant.

Common mistakes

  • Missing or incomplete OPR (not documented before design) — the OPR is the benchmark for all later testing and acceptance. § A6.204.4.1.
  • Producing FPT reports that lack required elements (no signature block, no acceptance criteria, no measured results, or no deficiency list). Use the FPT compliance form checklist to avoid this. § A6.204.4.4.
  • Treating the BOD as optional or failing to update it during design/construction — the CxA must review the BOD. § A6.204.4.2.
  • Waiting until closeout to prepare the commissioning plan or to schedule training — the plan must be started in design and completed prior to permit issuance. § A6.204.4.3.
  • Delivering a systems manual that omits code verifications, equipment inventory, or contact info — these items are explicitly required. § A6.204.4.5.1.

Worked example — 15,000 ft² office with rooftop PV and packaged HVAC

Project: New 15,000 ft² office building (conditioned), with rooftop photovoltaic array and packaged rooftop HVAC units.

Required deliverables and timing:

  1. Produce an OPR before design starts listing energy‑use goals, PV performance expectations, indoor environmental quality targets, operating hours, and maintenance staffing expectations. § A6.204.4.1.
  2. Prepare a BOD in the design phase explaining how the HVAC sequences, lighting controls, and PV interconnection will meet the OPR (include controls sequences for part‑load and failover). § A6.204.4.2.
  3. Start and complete a commissioning plan during design / prior to permit issuance that lists: HVAC packaged units, lighting & daylighting controls, domestic hot water, PV system, and building envelope measures; for each, list functions to test, conditions (normal, part‑load, loss of power), measurable acceptance criteria (e.g., thermostatic setback achieves ±1°F of setpoint under defined load), instrumentation to be used, and who will run each test. § A6.204.4.3.
  4. Execute FPTs: for each rooftop packaged unit run tests that verify sequence of operation, staging, economizer/dampers, occupied/unoccupied setpoints, and response to loss/restart. For PV, verify inverter commissioning, power export limits, and interlocks. Record date/parties, prerequisites, instruments, step instructions, acceptance criteria, measured results, adjustments, and signoffs. § A6.204.4.4.
  5. Compile a systems manual including PV specs and interconnection notes, HVAC O&M, maintenance schedule, trouble‑shooting, contact list for PV vendor and HVAC service, and copies of required verifications. § A6.204.4.5.1.
  6. Train the maintenance staff in a documented session (system overview, walk‑through of controls, demonstration of O&M tasks, review of systems manual and record drawings). The CxA oversees and documents this training in the commissioning report. § A6.204.4.5.2 and § A6.204.4.6.

Result: With the above in place you will have satisfied the CALGreen commissioning documentation and testing requirements for a building > 10,000 ft².

Related provisions

  • § A6.204.4.2 — Basis of Design (BOD) requirements.
  • § A6.204.4.3 — Commissioning plan content and timing.
  • § A6.204.4.6 — Commissioning report (final documentation).
  • § 5.410.2 (CALGreen nonresidential/mandatory) — Commissioning for new buildings 10,000 sq ft and over (exceptions and cross‑references to Energy Code).
  • Energy Code cross‑references (for energy‑related systems): California Energy Code § 120.8 and related test/acceptance sections.

Code references

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

  • 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 § 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 § 204.4.3. High relevance — show source text

    **A commissioning plan describing how the project will be
    commissioned shall be started during the design phase of the building project and shall
    include as a minimum items listed in Section A6.204.4.3.
    A6.204.4.4 Functional performance testingshall demonstrate the correct installation and
    operation of each component, system and system-to-system interface in accordance with
    the approved plans and specifications.
    **A6.204.4.5 Post construction documentation and training.**A systems manual and
    systems operations training are required.
    **A6.204.4.5.1 Systems manual.**The systems manual shall be delivered to the building
    owner and facilities operator and shall include the items listed in Section A6.204.4.5.1.
    A6.204.4.5.2 Systems operations training. The training of the appropriate maintenance
    staff for each equipment type and/or system shall include as a minimum items listed in
    Section A6.204.4.5.2.
    **A6.204.4.6 Commissioning report.**A complete report of commissioning process activities
    undertaken through the design, construction and postconstruction phases of the building
    project shall be completed and provided to the owner.||







    |







    || |**A6.204.6 Building orientation and shading.**Locate orient and shade the building as
    required in Section A6.106.11.||||| |SECTION A6.205 Building Envelope||||| |A6.205.1 Fenestration products and exterior doors.
    A6.205.1.1 Certification of fenestration products and exterior door other than field-
    fabricated.||||| |A6.205.1.2 Installation of field-fabricated fenestration and exterior doors.||||| |A6.205.2 Joints and other openings.||||| |A6.205.3 Installation and roofing products.|||||

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

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

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

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

  • CALGreen § 8-31 High relevance — show source text

    owner, location|| |2|Building type, building area|| |3|Overall project commissioning schedule|| |4|Contact information for individual/company providing commissioning services|| ||COMMISSIONING GOALS|| |5|Meet_California Green Building Standards Code_ requirements for commissioning|| |6|Meeting OPR and BOD requirements|| |7|Carrying out requirements for commissioning activities as specified in plans and specifications|| ||SYSTEMS TO BE COMMISSIONED|| |8|Explanation of the original design intent (refer to OPR and BOD documents)|| |9|Equipment and systems to be tested, functions to be tested, conditions under which the test shall be
    performed and measurable criteria for acceptable performance|| ||COMMISSIONING TEAM INFORMATION|| |10|List of all team members and contact information (i.e. owner, owner’s representative, architect,
    engineers, designated commissioning representative and (if available): general contractor,
    subcontractors and construction manager)|| ||COMMISSIONING PROCESS ACTIVITIES, SCHEDULES and RESPONSIBILITIES|| |11|Prescribed commissioning process steps and activities to be accomplished by the Cx team throughout
    the design to occupancy|| |12|Roles and responsibilities for each member of the Cx team for each phase of the work|| |13|Required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning
    effort|| |14|Confirmation process for the O&M manual, systems manual and the facility operator and maintenance
    staff training||

    1. The following systems shall be tested: renewable energy systems, landscape irrigation systems and water reuse systems.

    2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-31

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

    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

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    COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  • CALGreen § 204.4.2 High relevance — show source text

    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.

    A6.204.4.4 Functional performance testing. 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. This shall be reviewed and verified by the CxA.

    A6.204.4.5 Postconstruction documentation and training. A systems manual and systems operations training are required.

    A6.204.4.5.1 Systems manual. Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner and facilities operator. This shall be reviewed by the CxA. At a minimum, 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. Other resources and documentation.

    A6.204.4.5.2 Systems operations training. The CxA shall oversee the training of the appropriate maintenance staff for each equipment type and/or system. The training shall include, as a minimum, the following:

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

    A6.204.4.6 Commissioning report. The CxA shall create a complete report of commissioning process activities undertaken through the design, construction and postconstruction phases of the building project and provided to the owner.

  • CALGreen § 5.410.2.4 High 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

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    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

    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.)

    7. 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.

    8. Acceptance Criteria – Measurable pass/fail criteria for each step of the test, as applicable.

    9. Results – Expected system response and space to document the actual response, readings, results and adjustments.

  • 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 § 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
    1. 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 § 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 § 204.4.4 High relevance — show source text

    A6.204.4.4 Functional performance testing. 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. This shall be reviewed and verified by the CxA.

    A6.204.4.5 Postconstruction documentation and training. A systems manual and systems operations training are required.

    A6.204.4.5.1 Systems manual. Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner and facilities operator. This shall be reviewed by the CxA. At a minimum, 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. Other resources and documentation.

    A6.204.4.5.2 Systems operations training. The CxA shall oversee the training of the appropriate maintenance staff for each equipment type and/or system. The training shall include, as a minimum, the following:

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

    A6.204.4.6 Commissioning report. The CxA shall create a complete report of commissioning process activities undertaken through the design, construction and postconstruction phases of the building project and provided to the owner.

    A6.204.6 Building orientation and shading. Locate orient and shade the building as required in Section A6.106.9.

    SECTION A6.205 [OSHPD 1 & 4]—BUILDING ENVELOPE

    A6.205.1 Fenestration products and exterior doors.

    A6.205.1.1 Certification of fenestration products and exterior doors other than field-fabricated. Any fenestration product and exterior door, other than field-fabricated fenestration products and field-fabricated exterior doors, may be installed only if the manufacturer has certified to the California Energy Commission or if an independent certifying organization approved by the Commission has certified that the product complies with all of the applicable requirements of this subsection.

    A6.205.1.1.1 Air leakage. Manufactured fenestration products and exterior doors shall have air infiltration rates not exceeding 0.3 cfm/ft [2] of window area, 0.3 cfm/ft [2] of door area for residential doors, 0.3 cfm/ft [2] of door area for nonresidential single doors

    APPENDIX A6.1-4 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

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

  • CALGreen § 8-30 High relevance — show source text

    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
    1. 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, location
    2 Building type, building area
    3 Overall project commissioning schedule
    4 Contact information for individual/company providing commissioning services
    COMMISSIONING GOALS
    5 Meet_California Green Building Standards Code_ requirements for commissioning
    6 Meeting OPR and BOD requirements
    7 Carrying out requirements for commissioning activities as specified in plans and specifications
    SYSTEMS TO BE COMMISSIONED
    8 Explanation of the original design intent (refer to OPR and BOD documents)
    9 Equipment and systems to be tested, functions to be tested, conditions under which the test shall be
    performed and measurable criteria for acceptable performance
    COMMISSIONING TEAM INFORMATION
    10 List of all team members and contact information (i.e. owner, owner’s representative, architect,
    engineers, designated commissioning representative and (if available): general contractor,
    subcontractors and construction manager)
    COMMISSIONING PROCESS ACTIVITIES, SCHEDULES and RESPONSIBILITIES
    11 Prescribed commissioning process steps and activities to be accomplished by the Cx team throughout
    the design to occupancy
    12 Roles and responsibilities for each member of the Cx team for each phase of the work
    13 Required Cx deliverables, reports, forms and verifications expected at each stage of the commissioning
    effort
    14 Confirmation process for the O&M manual, systems manual and the facility operator and maintenance
    staff training
    1. The following systems shall be tested: renewable energy systems, landscape irrigation systems and water reuse systems.

    2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-31

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

Frequently asked questions

What if my building is 9,500 sq ft?

Buildings less than 10,000 square feet are generally below CALGreen’s mandatory commissioning trigger; different testing/adjusting rules apply and you should consult the specific small‑building testing section. § 5.410.4 and related notes.

Who verifies FPT reports?

Functional performance testing reports must be reviewed and verified by the commissioning agent (CxA), and include signatures attesting accuracy. § A6.204.4.4 and FPT form guidance.

Does PV (renewable energy) require FPT?

Yes — renewable energy systems are listed as systems to be commissioned and require functional testing per the commissioning plan and FPT requirements. § A6.204.4 and § A6.204.4.4.

What must be in the systems manual?

At minimum: site description, contacts, basic O&M and troubleshooting, major systems descriptions, equipment inventory, maintenance notes, and any verifications required by the enforcing agency. § A6.204.4.5.1.

When must training occur and who oversees it?

Training must be provided at post‑construction turnover (hand‑over) and the CxA oversees training of maintenance staff; training must review the systems manual and record drawings. § A6.204.4.5.2.

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