Preparing for a Home Energy Assessment: A Homeowner’s Checklist

Gathering any available information

If you have documents such as previous BER certificates, plans, or details of past upgrades, having them to hand can be useful. This is particularly helpful if insulation, windows, or heating systems were upgraded in the past and you are unsure of the specifications.

That said, documentation is not required. Many homeowners do not have this information, especially in older homes, and the assessment process is designed to work without it.

Anything you do have simply helps add context.

Thinking about how you experience your home

One of the most valuable parts of a Home Energy Assessment is the conversation. Before the visit, it can be helpful to think about how your home feels day to day.

You might notice that certain rooms are colder than others, that heating takes a long time to build up, or that energy bills feel higher than expected. These observations help the assessor understand how the home performs in real life, not just on paper.

There is no right or wrong feedback — your experience matters.

You do not need to tidy or prepare the home

A common concern is whether the home needs to be cleaned or presented in a certain way. It does not.

The assessment focuses on construction, systems and performance, not appearance. Homes are assessed as they are lived in, and there is no judgement involved. The goal is understanding, not inspection.