What project records and owner/designer declarations are required for Tier compliance?

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

• CALGreen § 409.2 High relevance — show source text

  Responsible Designer’s Declaration Statement:

  I attest that the Whole Building Life Cycle Analysis has been performed according to the requirements of Section A5.409.2 and has met the minimum 15 percent (Tier 1) or 20 percent (Tier 2) reduction in global warming potential as compared to a reference baseline building of similar size, function, complexity, type of construction, material specification, and location that meets the requirements of the California Energy Code currently in effect. Furthermore, I will ensure during construction that the material specifications will be reviewed for substantial conformance with the life cycle assessment indicated on the approved plans so at the close of construction the minimum reduction in global warming potential is thereby secured.

  Signature:	Col2
  Company:	Date:
  Address:	License:
  City/State/Zip:	Phone:

  WORKSHEET (WS-8) [BSC-CG] Section A5.409.3 PRODUCT GWP COMPLIANCE—PRESCRIPTIVE PATH

  Designer’s Declaration Statement:

  I attest that prescriptive compliance has been performed according to the requirements of Section A5.409.3 and products have met the maximum acceptable GWP value for the products listed in Table A5.409.3 for either Tier 1 or Tier 2. Furthermore, I will ensure during construction that any material specification substitution will be reviewed for substantial conformance with the requirements of Section A5.409.3 so at the close of construction the minimum 15 percent reduction in global warming potential is thereby secured.

  Signature:	Col2
  Company:	Date:
  Address:	License:
  City/State/Zip:	Phone:

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  WORKSHEET (WS-9) Section 5.409.2 and Section A5.409.2 WHOLE BUILDING LIFE CYCLE ASSESSMENT

  User input	Units
  	m2

  Upfront Carbon	Col2	Col3	Use Phase	End of Life	Total
  A1-3	A4	A5	B1-5	C1-4

  Percent Reduction	Col2
  Mandatory
  Tier 1
  Tier 2

  Upfront Carbon	Col2	Col3	Use Phase	End of Life	Total
  A1-3	A4	A5	B1-5	C1-4

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Construction Waste Management (CWM) Plan

  Note: This sample form may be used to assist in documenting compliance with the waste management plan.

  Project Name:___________________________________________________

  Job #:__________________________________________________________

• 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

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  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 § 8-24 High relevance — show source text

  Permit Number: _____________________________

  ITEM #	OPR ITEMS	PAGE NUMBER IN OPR DOCUMENT
  	OWNER AND USER REQUIREMENTS—PROJECT PROGRAM
  1	General building information (size, stories, construction type, occupancy type and number)
  2	Intended uses and schedules
  3	Future expandability and flexibility of spaces
  4	Quality and/or durability of materials and desired building lifespan
  5	Budget or operation constraints
  	ENVIRONMENTAL AND SUSTAINABILITY GOALS
  6	Level of compliance with the_California Green Building Standards Code_: Mandatory, Tier 1 or Tier 2
  7	Specific environmental or sustainability goals (e.g., water efficiency, water reuse, CO2 monitoring, xeriscaping, etc.)
  	BUILDING SUSTAINABLE GOALS
  8	Measures affecting energy efficiency desired by owner (e.g., building orientation, shading, daylighting, natural venti- lation, renewable power, etc.)
  	INDOOR ENVIRONMENTAL QUALITY REQUIREMENTS
  9	Lighting
  10	Temperature and humidity
  11	Acoustics
  12	Air quality, ventilation and filtration
  13	Desired adjustability of system controls
  14	Accommodations for after-hours use
  15	Other owner requirements (e.g., natural ventilation, daylight, views, etc.)
  	EQUIPMENT AND SYSTEMS EXPECTATIONS
  16	Level of quality, reliability, equipment type, flexibility, maintenance and complexity desired
  17	Specific efficiency targets, desired technologies or preferred manufacturers for building systems, acoustics and vibration
  18	Degree of system integration, automation and functionality for controls (i.e. load shedding, demand response, energy management)
  	BUILDING OCCUPANT AND O&M PERSONNEL EXPECTATIONS
  19	Description of how the building will be operated and by whom
  20	Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants
  21	Building operation and maintenance staff location and capabilities
  	COMMISSIONING AGENT INFORMATION
  22	Name of commissioning agency:
  23	Address of agency:
  24	Contact person(s) name(s):

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  Owner/Owner’s Representative Acknowledgement

  Owner’s Project Requirements (OPR). The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. The OPR includes the elements listed above and they have been approved by the Owner or Owner’s Representative.

  Name: _______________________________  Owner  Owner’s Representative

  Company Name (if applicable): ________________________

  Signature: ________________________ Date: ___________

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  BASIS OF DESIGN (BOD)

  COMPLIANCE TEMPLATE

• CALGreen § 3.2 High relevance — show source text

  3.2 Compliance Method:

  Compliance is achieved by including commissioning requirements in the project specifications. The commissioning specifications should include the following:

  1. Primary (and optionally all) commissioning requirements are included in the general specification division (typically Division 1) and clear cross references of all commissioning requirements to and from the general division are included to ensure all subcontractors are held to them.

  2. A list of the systems and assemblies covered by the commissioning requirements.

  3. Roles and responsibilities of all parties, including: i. General contractor and subcontractors, vendors, construction manager ii. Commissioning provider lead

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

  vi. Include who writes checklists and tests, who reviews and approves test forms, who directs tests, who executes tests, who documents test results, and who approves completed tests. These roles may vary by system or assembly.

  4. Meeting requirements

  5. Commissioning schedule management procedures

  6. Issue and noncompliance management procedures

  7. Requirements for execution and documentation of installation, checkout and start up, including controls point-to-point checks and calibrations

  8. Specific testing requirements by system, including: i. Monitoring and trending ii. Opposite season or deferred testing requirements, functions and modes to be tested

  iii. Conditions of test

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

  15. Definitions section.

  3.3 Enforcement:

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

  Reference: 4 Commissioning plan

  CALGreen Section 5.410.2.3, Commissioning plan.

  4.1 Intent:

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

  4.2 Compliance Method:

  Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:

  1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.
• CALGreen § 602.2 High relevance — show source text

  Documentation Author's / Responsible Designer's Declaration Statement Check the appropriate box(es) for the list below. □ Mandatory: I attest that the mandatory provisions checklist is accurate and complete. □ Tier 1 compliant: I attest that the total number of voluntary measures selected meet or exceed the total number required to achieve Tier 1 compliance. □ Partial Tier 1 compliant: I attest that the total number of voluntary measures selected do not meet the total number required to achieve Tier 1 compliance: however, partial Tier 1 compliance has been achieved.	Col2
  Signature:
  Company:	Date:
  Address:	License:
  City/State/Zip:	Phone:

  APPENDIX A5-54 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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  APPENDIX A5 — NONRESIDENTIAL VOLUNTARY MEASURES

  A5.602.2

  CALGreen VERIFICATION GUIDELINES

  TIER 2 CHECKLIST

  Application: This checklist shall be used for nonresidential projects that meet the following: new construction, or building additions of 1,000 square feet or greater, or building alterations with a permit valuation of $200,000 or more pursuant to Section 301.3, AND are adopting Tier 2 voluntary measures.

  Note: All applicable mandatory requirements in Chapter 5 shall be met prior to applying Tier 2 voluntary measures.

  Instructions:

  Comply with all Tier 2 prerequisite measures from the various categories shown on the table below.

  Add a “ Y ” to all mandatory and Tier 2 prerequisite measures in the appropriate columns.

  Select the required number of additional electives from those categories shown on the table below and add a “ Y ” on the selected elective and add an “ N ” on the rest.

  Count the total number of Tier 2 prerequisite measures plus the additional electives and write down the total number at the end of the checklist. Determine if the required number of Tier 2 measures have been selected to achieve Tier 2 compliance.

  Y = Yes (section has been selected and/or included) N = No (section has not been selected and/or included) O = Other (provide explanation)

  [N] = New construction pursuant to Section 301.3

  [A] = Additions and/or Alterations pursuant to Section 301.3

  CHAPTER 5 DIVISIONS	Col2	SECTION TITLE	CODE SECTION	Y	N	O	PLAN SHEET, SPEC OR ATTACH
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Deconstruction and reuse of existing structures, Scope with Exception	5.105.1
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Reuse of existing building & Verification of compliance with note	5.105.2 and 5.105.2.1
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Storm water pollution prevention for projects that disturb less than 1 acre of land	5.106.1 through 5.106.

• CALGreen § 3.3 High relevance — show source text

  15. Definitions section.

  3.3 Enforcement:

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

  Reference: 4 Commissioning plan

  CALGreen Section 5.410.2.3, Commissioning plan.

  4.1 Intent:

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

  4.2 Compliance Method:

  Compliance is demonstrated by preparation of a project-specific Cx Plan that includes the elements listed in the code section above. The following gives guidance for developing the components of the commissioning plan:

  1. General project information - Provide project-identifying information including but not limited to the following: i. Project name, owner, location. ii. Building type, building area. iii. Project schedule. iv. Contact information of individual/company providing the commissioning services.

  2. Commissioning goals – Document the commissioning goals, including but not limited to: i. Meeting CALGreen code requirements for commissioning. ii. Meeting OPR and BOD requirements. iii. Carrying out requirements for commissioning activities as specified in plans and specifications.

  3. Systems to be commissioned – See BOD a. An explanation of the original design intent - Document the performance objectives and design intent for each system listed to be commissioned in a written narrative

         - Refer to the OPR and BOD documents
     

  b. Equipment and systems to be tested, including the extent of tests i. Provide a list of equipment and systems to be tested

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  ii. Describe the range and extent of tests to be performed for each system component, and interface between systems c. Functions to be tested - Provide example functional test procedures to identify the level of testing detail required

         See (Section 5.410.2.4) FPT guidance for more information
  

  d. Conditions under which the test shall be performed - Identify the conditions under which the major operational system functions are to be tested, including: i. Normal operations and part-load operations. ii. Seasonal testing requirements. iii. Restart of equipment and systems after power loss. iv. System alarm confirmations. e. Measurable criteria for acceptable performance - Include measurable criteria for acceptable performance of each system to be tested 4. Commissioning team information - Provide a contact list for all commissioning team members, including but not limited to: i. Owner, owner’s representative. ii. Architect, engineers. iii. Designated commissioning representative. iv. General contractor, subcontractors and construction manager. 5. Commissioning process activities, schedules and responsibilities i. Establish prescribed commissioning process steps and activities to be accomplished by the Cx team throughout the design to occupancy. ii. For each phase of the work, define the roles and responsibilities for each member of the Cx team. iii.

• CALGreen § 5.508.2 High relevance — show source text

  000 square feet or more|5.508.2
  through
  5.508.2.6.3||||| |||END OF MANDATORY PROVISIONS||||||

  Documentation Author's / Responsible Designer's Declaration Statement □ Mandatory: I attest that this mandatory provisions checklist is accurate and complete.	Col2
  Signature:	Signature:
  Company:	Date:
  Address:	License:
  City/State/Zip:	Phone:

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  APPENDIX A5 — NONRESIDENTIAL VOLUNTARY MEASURES

  A5.602.1

  CALGreen VERIFICATION GUIDELINES

  TIER 1 CHECKLIST

  Application: This checklist shall be used for nonresidential projects that meet the following: new construction, or building additions of 1,000 square feet or greater, or building alterations with a permit valuation of $200,000 or more pursuant to Section 301.3, AND are adopting Tier 1 voluntary measures.

  Note: All applicable mandatory requirements in Chapter 5 shall be met prior to applying Tier 1 voluntary measures.

  Instructions:

  Comply with all Tier 1 prerequisite measures from the various categories shown on the table below.

  Add a “ Y ” to all mandatory and Tier 1 prerequisite measures in the appropriate columns.

  Select the required number of additional electives from those categories shown on the table below and add a “ Y ” on the selected elective and add an “ N ” on the rest.

  Count the total number of Tier 1 prerequisite measures plus the additional electives and write down the total number at the end of the checklist. Determine if the required number of Tier 1 measures have been selected to achieve Tier 1 compliance.

  Y = Yes (section has been selected and/or included) N = No (section has not been selected and/or included) O = Other (provide explanation)

  [N] = New construction pursuant to Section 301.3

  [A] = Additions and/or Alterations pursuant to Section 301.3

  CHAPTER 5 DIVISIONS	Col2	SECTION TITLE	CODE SECTION	Y	N	O	PLAN SHEET, SPEC OR ATTACH
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Deconstruction and reuse of existing structures, Scope with Exception	5.105.1
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Reuse of existing building & Verification of compliance with note	5.105.2 and 5.105.2.1
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Storm water pollution prevention for projects that disturb less than 1 acre of land	5.106.1 through 5.106.2
  DIVISION 5.1 Planning and Design (continued)	Mandatory	Short-term bicycle parking	5.106.4.1.

• CALGreen § 8-15 High relevance — show source text

  Building Occupant and O&M Personnel Expectations—Describe the following: a. How building will be operated and by whom b. Level of training and orientation required to understand, operate and use the building systems for building operation and maintenance staff, as well as occupants c. Building operation and maintenance staff location and capabilities

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  1.3 Enforcement:

  At their discretion, the inspector confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the OPR document, or b) Receipt of a form signed by the owner or owner representative attesting that the OPR has been completed and approved by the owner.

  Reference: 2 Basis of Design (BOD)

  CALGreen Section 5.410.2.2, Basis of Design (BOD).

  2.1 Intent:

  The Basis of Design (BOD) describes the building systems to be commissioned and outlines design assumptions not indicated in the design documents. The design team develops the BOD to describe how the building systems’ design meets the Owner’s Project Requirements (OPR), and why the systems were selected. The BOD is most effective when developed early in the project design and updated as necessary throughout the design process.

  2.2 Compliance Method:

  Compliance requires the completion of the BOD document and should include the following where applicable:

  1. Renewable Energy Systems a. Provide narrative description of system—type, performance, control type, energy savings, payback period b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, simplicity, expandability, cost, payback period, utility company incentives, owner preference c. Sequence of Operation—operating schedules, setpoints, storage capacity d. Describe how system meets the OPR

  2. Landscape Irrigation Systems a. Provide narrative description of system—type, performance, water usage b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR

  3. Water Reuse Systems a. Provide narrative description of system—type, performance, capacity, reuse purpose b. Describe reason for system selection—why chosen system is better than alternatives, issues such as performance, efficiency, reliability, flexibility, expandability, cost, owner preference, simplicity c. Sequence of Operation—operating schedules, setpoints d. Describe how system meets the OPR

  2.3 Enforcement:

  At their discretion, the building official confirms demonstrated compliance at Plan Intake by: a) Receipt of a copy of the BOD document, or b) Receipt of a form signed by the architect, engineer or designer of record, attesting that the BOD has been completed and meets the requirements of the OPR.

  Reference: 3 Commissioning measures shown in the construction documents

  CALGreen Section 5.410.2, Commissioning.

  This section provides details for element 3: Commissioning measures shown in the construction documents.

  3.1 Intent:

  Include commissioning measures or requirements in the construction documents (plans and specifications). Commissioning measures or requirements should be clear, detailed and complete to clarify the commissioning process.

• CALGreen § 8-27 High relevance — show source text

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

  Commissioning Agent Acknowledgment

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

  Name: _____________________________________________

  Company Name (if applicable): ____________________________________________

  Agent’s Signature: __________________________________ Date: ___________

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Cx MEASURES IN CONSTRUCTION DOCUMENTS

  COMPLIANCE FORM

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

  CALGreen Commissioning Requirement 5.410.2, Commissioning Measures in the Construction Documents

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

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

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

  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 Date or Designer of Record Signature

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  Cx MEASURES IN CONSTRUCTION DOCUMENTS

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: ________________________________________________________

  Permit Number: _____________________________

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

• CALGreen § 7.3 High relevance — show source text

  d. Executed installation checklists

  e. Executed Functional Performance Test (FPT) forms

  f. Recommendations for end-of-warranty review activities

  7.3 Enforcement:

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

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  PART 2 SAMPLE FORMS AND TEMPLATES FOR COMMISSIONING

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

  CALGreen COMPLIANCE FORM

  OWNER’S PROJECT REQUIREMENTS (OPR)

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

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

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

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

  ---

  Owner/Owner’s Representative Signature Date

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  OWNER’S PROJECT REQUIREMENTS (OPR)

  COMPLIANCE CHECKLIST

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: _________________________________________________________

  Permit Number: _____________________________

• CALGreen § 405.1 High relevance — show source text

  SECTION A4.405—MATERIAL SOURCES

  A4.405.1 Prefinished building materials. Utilize prefinished building materials which do not require additional painting or staining when possible. One or more of the following building materials that do not require additional resources for finishing are used:

  1. Exterior trim not requiring paint or stain.
  2. Windows not requiring paint or stain.
  3. Siding or exterior wall coverings which do not require paint or stain.

  A4.405.2 Concrete floors. Floors that do not require additional coverings are used including but not limited to stained, natural or stamped concrete floors.

  A4.405.3 Recycled content. Comply with the requirements for recycled content in Section A4.405.3.1.

  A4.405.3.1 Recycled content. Use materials, equivalent in performance to virgin materials with a total (combined) recycled content value (RCV) of:

  Tier 1. The RCV shall not be less than 10 percent of the total material cost of the project.

  (Equation A4. 4-1) Required Total RCV (dollars) = Total Material Cost (dollars) × 10 percent

  Tier 2. The RCV shall not be less than 15 percent of the total material cost of the project.

  (Equation A4. 4-2) Required Total RCV (dollars) = Total Material Cost (dollars) × 15 percent

  For the purposes of this section, materials used as components of the structural frame shall not be used to calculate recycled content. The structural frame includes the load bearing structural elements, such as wall studs, plates, sills, columns, beams, girders, joists, rafters and trusses.

  Notes:

  1. Sample forms which allow user input and automatic calculation are located at https://www.hcd.ca.gov/building- standards/calgreen and may be used to simplify documenting compliance with this section and for calculating recycled content value of materials or assembly products.
  2. Sources and recycled content of some recycled materials can be obtained from CalRecycle if not provided by the manufacturer.

  A4.405.3.1.1 Total material cost. Total material cost is the total estimated or actual cost of materials and assembly products used in the project. The required total recycled content value for the project (in dollars) shall be determined by Equation A4.41 or Equation A4.4-2.

  Total material cost shall be calculated by using one of the methods specified below:

  1. Simplified method. To obtain the total cost of the project, multiply the square footage of the residential structure by the square foot valuation established pursuant to the ICC Building Valuation Data (BVD) or other valuation data approved and/or established by the enforcing agency. The total material cost is 45 percent of the total cost of the project. Use Equations A4.4-3A or A4.4-3B to determine total material costs using the simplified method.

  (Equation A4.4-3A) Total material costs = Project square footage × square foot valuation × 45 percent

• CALGreen § 1-1 Medium relevance — show source text

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

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  APPENDIX A6.1-2 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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

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

  DIVISION A6.1 – SITE PLANNING AND DESIGN

  SECTION A6.106—SITE DEVELOPMENT

  A6.106.9 Building orientation. Locate and orient the building as follows:

  1. When site and location permit, orient the building with the long sides facing north and south.
  2. Protect the building from thermal loss, drafts and degradation of the building envelope caused by wind and wind-driven materials such as dust, sand, snow and leaves, with building orientation and landscape features. Note: For information on sun angles and shading, visit: http://www2.aud.ucla.edu/energy-design-tools/.

  Calculations may be made using the Solar-2 tool.

  DIVISION A6.2 – ENERGY EFFICIENCY

  SECTION A6.202—DEFINITIONS

  A6.202.1 Definitions. The following words and terms shall, for the purposes of this chapter and as used elsewhere in this code, have the meanings shown herein.

  ENERGY STAR. A joint program of the US Environmental Protection Agency and the US Department of Energy. ENERGY STAR is a voluntary program designed to identify and promote energy-efficient products and practices.

  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).

• CALGreen § 405.4 High relevance — show source text

  4. From Division A5.4,

  a. Comply with recycled content of 15 percent of materials based on estimated total cost, or use two products from Table A5.405.4 for at least 75 percent by cost in Section A5.405.4.1. b. Comply with the 80-percent reduction in construction and demolition waste in Section A5.408.3.1. c. Comply with three elective measures selected from this division.

  5. From Division A5.5,

  a. Comply with resilient flooring systems for 100 percent of resilient flooring in Section A5.504.4.7.1. Exception: Allowance may be permitted in Tier 2 for up to 5-percent specialty purpose flooring. b. Comply with thermal insulation meeting 2009 CHPS low-emitting materials list and no added formaldehyde in Section A5.504.4.8.1.

  c. Comply with three elective measures selected from this division. 6. Comply with three additional elective measures selected from any division.

  1 Cool roof is required for compliance with Tiers 1 and 2 and may be used to meet energy standards in Part 6, exceed energy standards and to mitigate heat island effect.

  A5.601.4 Compliance verification. Compliance with Section A5.601.2 or A5.601.3 shall be as required in Chapter 7 of this code. Compliance documentation shall be made part of the project record as required in Section 5.410.2 or 5.410.3.

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE APPENDIX A5-43

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  APPENDIX A5 — NONRESIDENTIAL VOLUNTARY MEASURES

  A5.602

  CALGreen VERIFICATION GUIDELINES MANDATORY MEASURES CHECKLIST

  Application: This checklist shall be used for nonresidential projects that meet one of the following: new construction, building additions of 1,000 square feet or greater, or building alterations with a permit valuation of $200,000 or more pursuant to Section 301.3 AND do not trigger a Tier 1 or Tier 2 requirement:

  Y = Yes (section has been selected and/or included)

  — N/A = Not Applicable (code section does not apply to the project mainly used for additions and alterations) O = Other (provide explanation)

  [N] = New construction pursuant to Section 301.3

  [A ] = Additions and/or Alterations pursuant to Section 301.3

  CHAPTER 5 DIVISIONS	Col2	SECTION TITLE	CODE SECTION	Y	N/A	O	PLAN SHEET, SPEC OR ATTACH
  DIVISION 5.1 Planning and Design	Mandatory	Deconstruction and reuse of existing structures, Scope with Exception	5.105.1
  DIVISION 5.1 Planning and Design	Mandatory	Reuse of existing building & Verification of compliance with note	5.105.2 and 5.105.2.1
  DIVISION 5.1 Planning and Design	Mandatory	Storm water pollution prevention for projects that disturb less than 1 acre of land	5.106.

• CALGreen § 6.2.3 Medium relevance — show source text

  Review record drawings on the systems/equipment a. Explain location or delivery contact of the record drawings b. Review record drawings, revisions and changes to original design drawings. c. Review equipment schedules and compare with actual installed systems

  6.2.3 Enforcement:

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

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

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-21

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Reference: 7 Commissioning report

  CALGreen Section 5.410.2.6, Commissioning report.

  7.1 Intent:

  The commissioning report documents the commissioning process and test results. The report includes confirmation from the commissioning agent verifying that commissioned systems meet the conditions of the Owner’s Project Requirements (OPR), Basis of Design (BOD) and contract documents.

  7.2 Compliance Method:

  The components of the commissioning report include the following and are defined as follows:

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

  d. Executed installation checklists

  e. Executed Functional Performance Test (FPT) forms

  f. Recommendations for end-of-warranty review activities

  7.3 Enforcement:

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

  8-22 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  PART 2 SAMPLE FORMS AND TEMPLATES FOR COMMISSIONING

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

  CALGreen COMPLIANCE FORM

  OWNER’S PROJECT REQUIREMENTS (OPR)

• CALGreen § 8-28 Medium relevance — show source text

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

  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 Date or Designer of Record Signature

  8-28 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  Cx MEASURES IN CONSTRUCTION DOCUMENTS

  INCORPORATE THIS FORM IN THE PLANS

  Project Address: ________________________________________________________

  Permit Number: _____________________________

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

  Commissioning Agent Acknowledgment

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

  Name: _______________________________________

  Company Name (if applicable): _____________________________________________

  Agent’s Signature: __________________________________ Date: ______________

  2025 CALIFORNIA GREEN BUILDING STANDARDS CODE 8-29

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  COMPLIANCE FORMS, WORKSHEETS AND REFERENCE MATERIAL

  COMMISSIONING PLAN

  COMPLIANCE FORM

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

  CALGreen Commissioning Requirement 5.410.2.3, Commissioning Plan

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

  (See Cx plan elements checklist below.)

• CALGreen § 405.3.1.1 High relevance — show source text

  For the purposes of this section, materials used as components of the structural frame shall not be used to calculate recycled content. The structural frame includes the load bearing structural elements, such as wall studs, plates, sills, columns, beams, girders, joists, rafters and trusses.

  Notes:

  1. Sample forms which allow user input and automatic calculation are located at https://www.hcd.ca.gov/building- standards/calgreen and may be used to simplify documenting compliance with this section and for calculating recycled content value of materials or assembly products.
  2. Sources and recycled content of some recycled materials can be obtained from CalRecycle if not provided by the manufacturer.

  A4.405.3.1.1 Total material cost. Total material cost is the total estimated or actual cost of materials and assembly products used in the project. The required total recycled content value for the project (in dollars) shall be determined by Equation A4.41 or Equation A4.4-2.

  Total material cost shall be calculated by using one of the methods specified below:

  1. Simplified method. To obtain the total cost of the project, multiply the square footage of the residential structure by the square foot valuation established pursuant to the ICC Building Valuation Data (BVD) or other valuation data approved and/or established by the enforcing agency. The total material cost is 45 percent of the total cost of the project. Use Equations A4.4-3A or A4.4-3B to determine total material costs using the simplified method.

  (Equation A4.4-3A) Total material costs = Project square footage × square foot valuation × 45 percent

  (Equation A4.4-3B) Total estimated or actual cost of project × 45 percent 2. Detailed method. To obtain the total cost of the project, add the estimated and/or actual costs of materials used for the project, including the structure (steel, concrete, wood or masonry); the enclosure (roof, windows, doors and exterior walls); the interior walls, ceilings and finishes (gypsum board, ceiling tiles, etc.). The total estimated and/or actual costs shall not include fees, labor and installation costs, overhead, appliances, equipment, furniture or furnishings.

  A4.405.3.1.2 Determination of total recycled content value (RCV). Total RCV may be determined either by dollars or percentage as noted below.

  1. Total recycled content value for the project (in dollars). This is the sum of the recycled content value of the materials and/or assemblies considered and shall be determined by Equation A4.4-4. The result of this calculation may be directly compared to Equations A4.4-1 and A4.4-2 to determine compliance with Tier 1 or Tier 2 prerequisites.

  (Equation A4.4-4) Total Recycled Content Value (dollars) = (RCV M + RCV A ) 2. Total recycled content value for the project (by percentage). This is expressed as a percentage of the total material cost and shall be determined by Equation A4.4-4 and Equation A4.4-5. The result of this calculation may be directly compared for compliance with Tier 1 (10 percent) or Tier 2 (15 percent) prerequisites.

  (Equation A4.4-5) Total Recycled Content Value (percent) = [Total Recycled Content Value (dollars) ÷ Total Material Cost (dollars)] × 100

• CALGreen § 106.9 Medium relevance — show source text

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

• CALGreen § 203.1.1 Medium 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.||
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  || |**A6.204.6 Building orientation and shading.