Document room conditions, distinguish airflow and moisture measurements, compare supported improvement costs and verify the completed work.
Record room, time, outdoor conditions, thermostat settings, temperature/humidity observations and the specific comfort complaint. Gather utility billing periods, charges, rates and any available usage records. Note occupancy and equipment changes so an auditor can separate competing explanations.
Ask a qualified assessor how they will inspect the envelope, moisture, ventilation, equipment, ducts and relevant combustion safety. Request the methods, conditions and documents behind any load or leakage estimate. Identify urgent source or safety corrections before choosing efficiency measures.
Collect actual operating airflow and building volume if reviewing air changes, and retain outdoor-air versus recirculated-supply labels. Keep blower-door pressure and flow as a separate record. For ducts, record leakage test pressure/type and any room design/measured airflows without treating these quantities as interchangeable.
Ask the assessor to distinguish leaks, wet materials, ventilation, internal sources and HVAC latent performance. Record temperature with humidity observations. If a moisture mass balance is available, use its dry-air flow and humidity ratios, then compare removal equipment at matching temperature/humidity and expected runtime.
List the assessment finding, proposed corrective measure, installed scope and expected verification for each option. Compare full quotes and choose a common horizon for energy, maintenance and future costs. Enter explicit assumptions and retain an alternative case for uncertain savings or costs.
After corrective work, request the agreed commissioning or test records on comparable conditions. Revisit the original room complaints and utility observations. Record remaining issues, responsible providers and maintenance requirements, and schedule a follow-up after representative weather or usage.
Keep a dated room-condition record and references to utility and service documents. · Record the assessor’s scope, test methods, findings and unresolved questions with document dates.
Use Observed bill comparison to compare average monthly charges over two stated periods; retain weather and tariff context separately. · Compare observed average bill charges while considering weather, occupancy, tariff and other concurrent changes.
Explore a documented partial steady heat-loss calculation using entered UA terms, airflow and conditions; do not treat it as a complete residential load report.
Use Operating airflow for actual flow/volume, or Pressure test for flow at a stated test pressure; save the bases separately.
Normalize comparable duct test measurements without assuming their flow occurs during normal operation. · Use Operating loss scenario only when actual operating leakage flow and sensible conditions are separately supported; retain its hours, COP and tariff assumptions.
Compare design and measured room airflows individually using a chosen tolerance. · Save comparable room airflow records where that was an agreed verification measure.
Use Daily moisture mass balance with documented dry-air flow and humidity ratios, then compare an assessed daily need with actual equipment capacity and runtime.
Compare documented sensible and latent cooling loads with actual candidate capacities.
Total the actual installed quote, deposit, chosen contingency and confirmed reimbursements; save competing quotes separately. Use Project lifecycle comparison with documented annual costs, future events, discount rate and residual assumptions.
Use Calendar dates for documented inspection intervals or Runtime threshold for actual meter readings; save the reviewed schedule.
Loading your checklist…
DOE’s whole-house weatherization approach includes moisture, ventilation and relevant combustion-safety considerations alongside energy improvements.
PNNL describes pressure-based duct tests. ASHRAE’s residential ventilation standard covers more than a single air-change number, including ventilation and source-control requirements.
ENERGY STAR describes dehumidifier water-removal capacity and the importance of operating temperature. Compare documented capacity at applicable conditions and keep moisture-source correction in the plan.
A useful recommendation names both the observed issue and the evidence that would show it has been corrected.
Keep dates, operating settings, test pressure, weather and occupancy beside each measurement rather than relying on a result alone.