EHA CT | PROPERTY-CONVERSATION CHECKLIST

PROPERTY / DATE: __________________________

1. CONTEXT
[ ] Ask about comfort, drafts, uneven temperatures, and owner goals.
[ ] Note home age, additions, and known improvement history.

2. RECORDS
[ ] Request available assessment or energy-score reports.
[ ] Check report dates, scope, and source.
[ ] Request installation, permit, service, and warranty information.
[ ] Organize equipment manuals and operating instructions.

3. OPEN QUESTIONS
[ ] Distinguish documented facts from unverified claims.
[ ] Identify questions for the assessor, inspector, installer, or other specialist.
[ ] Verify incentive information with the current program administrator.

4. HANDOFF
[ ] Gather maintenance contacts and schedules.
[ ] Transfer manuals and available records.
[ ] Identify local reuse, recycling, and disposal resources.

NOTES / NEXT STEPS: ________________________

An educational conversation aid, not an inspection or professional evaluation.