MAP THE ASSESSMENT GOALS
Describe observations and context without diagnosing causes or exposing private property information.
Home & Property · FREE PREPARATION PACK
Home energy-assessment goals, testing and deliverables workbook
Home energy-assessment proposals are easier to compare when every provider receives the same property and goal brief: comfort patterns, available usage information, building and system context, access constraints, desired deliverables and follow-up questions. This helpful preparation resource from PickYourPro.ai keeps testing methods and findings provider-led and avoids promising savings or prescribing upgrades.
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Preparation and provider comparison only, not an energy audit, diagnosis, testing protocol, repair plan, savings estimate, tax, utility-program, building-code, safety, engineering, contract or legal recommendation. A Home Energy Score or any other named program is not assumed. Let qualified providers define appropriate activities and confirm current program or local requirements with the relevant official source.
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How to use this resource
Use neutral labels such as Property A, Area A and System A. Record observations, broad property facts, available information categories and desired outputs. Ask each provider to explain the activities they propose, required access and preparation, limitations, report format and follow-up. Do not enter an address, account number, access code, occupant identity or sensitive building-security detail in this workbook or a public request.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
DEFINE ACTIVITIES AND OUTPUTS
Let each provider describe appropriate methods, preparation, limits and deliverables for the shared goals.
CHECK THE ASSESSMENT HANDOFF
Tick what is organized. These checks do not approve a method, diagnose a condition or promise savings.
QUESTIONS FOR THE ENERGY ASSESSOR
Record the provider's answer and where it appears in the proposal or assessment plan.
COMPARE THE SAME PROPERTY BRIEF
Use Provider A and B. Clarify unlike methods, deliverables or assumptions before comparing proposals.
USE IT RIGHT NOW
Energy Assessments preparation checklist
- Use one neutral property and goals brief with every provider.
- Separate observed comfort patterns from unverified causes.
- List available information categories without account or occupant data.
- Ask providers to define proposed activities, access and preparation.
- Request limitations, assumptions and inaccessible areas in the report.
- Compare deliverables and the follow-up conversation in writing.
- Keep program eligibility, savings and upgrade decisions unresolved.
- Protect addresses, access details and sensitive building information.
Questions for the energy assessor
- What assessment activities do you propose for these goals, and why?
- What access, preparation and available records would you request?
- How will you document observations, measurements, assumptions and limitations?
- What report, images or data will be delivered, and in what format?
- How will findings and possible next questions be explained without promising outcomes?
- What is included, optional or excluded, and what follow-up is available?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start an Energy Assessments request. Share a non-sensitive property, goals and deliverables brief so participating pros can compete with proposals. Compare proposed activities, access, documentation, limitations, report format, follow-up, exclusions and fit. Never include an address, access code, utility account or occupant identity in the request.
Start a new request ↗Participation and availability vary. A private property-access, building-information and assessor-led activity review may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
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More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 26, 2026. This pack has not been independently reviewed by a licensed specialist.
- U.S. Department of Energy: Consumer Guide to Home Energy Assessments ↗
Official DOE consumer guide checked October 26, 2026. It supports organizing goals, building information, provider activities and deliverables; this workbook does not prescribe testing or predict savings.
- U.S. Department of Energy: Home Energy Score ↗
Official DOE program overview checked October 26, 2026. It is included to distinguish a named scoring program from a general assessment; the workbook does not assume that a provider offers or that a property qualifies for this program.
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