Home Insulation and Energy Improvements Record

Who this is for

A permanent record of what has been done to the house. Each insulation, glazing, heating or renewable improvement gets a row with the date, installer, cost, guarantee, certificate number, any grant used and where the paperwork is kept.

Homeowners who want the history of their home's energy improvements in one place for a future sale, a grant application, an energy assessment or an insurance or guarantee claim.

What this helps you track

• What was done, where in the house and when
• Who installed it and what it cost
• Guarantee lengths and certificate or reference numbers
• Grants or schemes that paid towards the work
• Where each set of documents is kept

How to use it

1. Write the address, the property type and the energy performance rating and its date if you know them.
2. Give each improvement a row, working back through the paperwork you already hold before adding new work.
3. Copy the guarantee length and the certificate or reference number exactly as they appear on the documents.
4. Record any grant or scheme used and where the documents are kept, paper or digital.
5. Tick off the common measures that are done, and note the ones planned or not applicable, then keep the sheet with the deeds or save the browser version, which stays in your own browser.

Formats

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

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 online version keeps what you enter in your own browser and builds the completed PDF on your device.

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

Why keep this if I have the certificates?

Because certificates end up in different folders and inboxes over years. This page is the index that says what exists and where it is, which is what a buyer, assessor or grant scheme will ask for.

What if I do not know the installer or date for older work?

Write what you know and mark the rest as unknown. Previous owners' paperwork, survey reports and past energy assessments often fill the gaps.

Does the checklist say what my home should have?

No. It lists common measures so nothing is forgotten when you fill the record. Whether any of them suits your home is a question for a surveyor or installer who has seen it.

Should I record small jobs like draught strips?

Yes, if you want a complete picture. Small DIY measures have no certificate, but a dated row shows when they were done and when they might need renewing.