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Home energy assessment before insulation work checklist

A pre-project checklist for reviewing comfort complaints and energy use, documenting enclosure and HVAC conditions, identifying air leakage and missing or damaged insulation, separating roof or plumbing leaks and indoor humidity from heat-loss symptoms, assessing ventilation and combustion equipment, defining safe diagnostic testing, prioritizing high-value measures, checking utility or tax-program documentation and issuing a room-by-room scope before insulation products or contractor bids are selected.

6 items to check

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Comfort, moisture, ice-dam, noise, indoor-air and energy goals are documented by location and season

Critical item

The scope should solve observed problems rather than chase a single R-value.

Accessible attic, walls, floors, rim joists, crawlspaces, ducts and openings are surveyed

Critical item

Heat, air and moisture paths should be considered together.

Roof, flashing, plumbing, condensate, soil and indoor humidity sources are evaluated first

Critical item

Wet assemblies should not be sealed or covered.

Ventilation, ducts, pressure boundaries and combustion appliances are included in the plan

Critical item

Envelope work can alter airflow and combustion safety.

Blower-door, infrared, duct or combustion testing is selected only where useful and conditions allow

Critical item

Diagnostics should answer defined questions and be interpreted by qualified persons.

Priorities, quantities, access, safety corrections, verification and incentives are written into one scope

Critical item

Bids should describe equivalent work and acceptance.

Use before buying insulation. ENERGY STAR and DOE guidance place air sealing and insulation within a whole-house assessment rather than a blind material upgrade. Do not enter unsafe attics or crawlspaces, step between framing, disturb suspect vermiculite or other hazardous materials, cover exposed electrical hazards, block combustion air or vents, seal active moisture, or work near hot flues and recessed fixtures without required clearances and qualified review. Air sealing can change building pressures and combustion behavior.

Reference standards

  • A current home energy assessment where appropriate, locally adopted building, energy, fire, mechanical and electrical requirements, approved project details, climate and moisture conditions, existing combustion equipment, hazardous-material findings, permits and inspections, utility or rebate program rules, and exact air-sealing, insulation, ventilation, firestop and equipment instructions
  • ENERGY STAR Seal and Insulate guidance and DOE Building Science Education air-sealing resources
  • Tools

  • Energy bills, plans, attic and crawlspace records, equipment data, permits, rebate requirements, photographs and material certificates
  • Camera, flashlight, tape, depth markers, ruler and owner-safe observation tools; qualified blower-door, pressure, infrared, moisture, combustion and electrical measurements where appropriate
  • Qualified energy assessor, insulation and air-sealing contractor, electrician, HVAC or combustion-safety professional, roofer and environmental specialist as needed
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