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ASHRAE Standard 90.1 Performance Based Compliance Form

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 version of the Compliance Form includes new review tiers on the Quality Control Checks tab following the soon to be released new review tier methodology in the ASHRAE 90.1 Energy Cost Budget and Performance Rating Method Submittal Review Manual. This version also includes a handful of other bug fixes and usability improvements summarized on the "Revision Log" tab.

Version:  V4.5

Release Date:  July 17, 2025

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 V4.5.xlsm
  • 90.1 Performance-based Compliance Form Lighting Import Workbook R1.xlsm
  • Sample 90.1 Performance-based Compliance Form V4.5a.xlsm