This spreadsheet-based compliance form meets the documentation requirements of Standards 90.1-2016, 2019, and 2022 Energy Cost Budget Method and Performance Rating Method. It helps the modeler establish simulation inputs for the baseline/budget and proposed design models and includes a submittal checklist to ensure that all necessary supporting documentation is included in the submittal. It standardizes compliance documentations and simplifies submittal reviews by code officials and administrators of above code program implementers.
What's new:
This update to the Compliance Form makes several changes to elevator savings calculations and documentation.
- Removes the 90.1-2025 ISO elevator savings calculation methodology from the Plug and Process Loads tab
- Adds a requirement to the Submittal Checklist tab for documentation of the elevator Energy Efficiency Class and usage category per ISO 25745-2, Table 7 as required by 90.1 Section 10.4.3.4.
- A request for backup calculations was added to the Submittal Checklist tab if savings are modeled for elevators for projects following Appendix G
Version: V5.0
Release Date: June 4, 2026
Download:
90.1 Performance-based Compliance Form.zip*
* Zip file contains a blank compliance form and a sample project:
- 90.1 Performance-based Compliance Form V5.0.xlsm
- 90.1 Performance-based Compliance Form Lighting Import Workbook R1.xlsm
- Sample 90.1 Performance-based Compliance Form V4.9a.xlsm