Home Energy Retrofit Plan

Who this is for

An energy assessment turned into a plan you can work through. Measures sit in stages from simple jobs to bigger ones, each with what has to be done first, its estimated cost and grant, the year you aim to do it and the rating the assessment expects after it, and the totals show what the whole plan needs.

Homeowners who have had an energy assessment or survey and want to improve the house in a sensible order over several years, rather than one job at a time as money allows.

What this helps you track

• Every measure from the assessment, grouped in stages
• What has to be dealt with first, such as damp or ventilation
• Estimated cost, grant and net cost for each measure and in total
• The year you aim to do each one and the rating expected after it
• Advice and quotes received, and the checks before invasive work

How to use it

1. Write the property, who assessed it and when, the rating now, the rating you are aiming for, your budget and any listed-building or planning limits.
2. Copy each recommended measure into the stage it belongs to; the stages are a starting point, so rename or reorder them to follow your assessor's report.
3. For each measure, note what must be done first, then enter the estimated cost and any grant from quotes or the report.
4. Set a target year and copy the rating the report expects after it; tick Done as each is finished.
5. Log advice and quotes on the second page, and work through the checks before any invasive work starts.
6. Net cost and the summary are worked out in the browser and the workbook; on paper, subtract across each row and total.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

What order should the measures go in?

The order is yours and your assessor's. Many plans start with low-cost jobs and fix problems such as damp before insulating or sealing, but the sheet sets no sequence beyond the stage headings, which you can change.

Why is ventilation a stage of its own?

Because sealing and insulating a house changes how air moves through it. Recording the ventilation work, or the decision that none is needed, keeps it from being forgotten when the fabric work starts.

Where do the cost and rating figures come from?

From your assessment report and the quotes you collect. The sheet supplies no costs, grants, savings or ratings of its own; every figure is one you have been given.

How is this different from the improvements record?

This plan looks forward, at what you intend to do and what it will cost. The home insulation and energy improvements record is the permanent list of what has been done, with certificates and guarantees.