YENRA HOME-IMPROVEMENT PLANNER Guide: https://yenra.com/green-home/ Prepared: September 11, 2026 Use: Save a copy and fill it in with your assessor and contractors. Record observations first; use professional assessment to decide the work. Duplicate the project entry for each proposed improvement. Keep supporting reports with this file. HOME BASELINE Address / climate / house type: Date / occupants / contact: Electricity use: ______ kWh over ______ months Other fuel and billed units: Water use and units: Unusual occupancy, weather or rate changes: Upcoming roof, equipment or interior work: OBSERVATION LOG Room / location: Symptom: When it occurs (weather, time, occupancy): Photo / record: Known leak or unresolved condition: Assessor finding / report page: PROJECT ENTRY Proposed work: Reason and evidence: Repair or preparation needed first: Related air-sealing, insulation, ventilation or equipment decisions: Responsible designer / contractor: Price / currency / quote date / exclusions: Expected benefit (measured, modeled or qualitative): Energy-price, usage and weather assumptions behind any savings estimate: Acceptance evidence / required test / person checking: Maintenance and access: Decision: investigate / price / schedule / defer Reason for priority: PROPOSAL COMPARISON Same scope supplied to each bidder?: Included permits, inspections, preparation, finishing and commissioning: Missing or conflicting items to resolve: Selected proposal and reason: HANDOVER Concealed-work photos: Test and inspection results: Manuals / warranties / settings: Operating demonstration completed: Open issue / owner / due date: Follow-up comfort and consumption review date: EXAMPLE (FICTIONAL) Cold bedroom + aging heating system: Investigate room airflow and envelope conditions, coordinate ventilation, then size replacement equipment for the planned house. Record specified tests and a follow-up comfort check. This example promises no bill saving. SOURCE CONTEXT DOE consumer home-energy assessment guide: https://www.energy.gov/sites/default/files/2021-08/ES-Home%20Energy%20Assessments_080221.pdf EPA energy, weatherization and indoor air quality: https://www.epa.gov/indoor-air-quality-iaq/energy-weatherization-and-indoor-air-quality Use current local requirements and the actual product/project documents.