Home Energy Audit Form

Home Energy Audit Agreement and Report Form

Parties and Project Identification

Client Name:

Audit Report Number:     Date of Audit:

WHEREAS Recitals

WHEREAS, Contractor is duly qualified and experienced in performing residential energy audits, measurement, and analysis of building energy systems and recommending cost-effective efficiency measures;

WHEREAS, Client desires to engage Contractor to perform an energy audit at the Property to identify energy use, deficiencies, and recommended measures to reduce energy consumption and costs; and

WHEREAS, Contractor agrees to perform the services and deliver a written report under the terms and conditions set forth in this Agreement.

Scope of Work

Contractor shall perform a comprehensive home energy audit which shall include a visual inspection, diagnostic testing where applicable, measurement of existing conditions, calculation of estimated energy use, and preparation of a written report containing findings and prioritized recommended energy conservation measures. Specific items inspected may include building envelope, insulation levels, air leakage, heating and cooling systems, ductwork, domestic hot water, lighting, and major appliances.

Audit Observations and Measurements

Home square footage:     Primary heating fuel:

HVAC system age (years):     Insulation R-value (attic/walls):

Observed Conditions (check all that apply)

Inadequate insulation    Significant air leakage    Ductwork leakage or poor insulation    HVAC near end of useful life

Inefficient lighting    Old water heater    Drafty or single-pane windows    Other (specify below)

Recommendations and Estimated Savings

Summary of recommended measures and priority (e.g., Air sealing, Insulation, HVAC tune-up, Lighting upgrades). Contractor will provide estimated energy and cost savings for each recommended measure.

Payment Terms

Client agrees to pay Contractor the fees set forth below in consideration for the audit, report, and recommendations. Fees cover on-site inspection, diagnostic testing, and preparation of the written report unless otherwise noted in the Scope of Work.

Payments not received by the due date shall bear the agreed late fee and Contractor may suspend further work or delivery of final report until invoices are paid in full. Contractor may recover reasonable costs of collection, including attorney fees, for unpaid balances.

Term and Termination

This Agreement is effective as of the Effective Date below and shall continue until completion of the services described in the Scope of Work, unless earlier terminated. Either party may terminate for convenience upon prior written notice as provided herein.

Effective Date:

Termination for Convenience: Either party may terminate this Agreement upon days' prior written notice. Termination for Cause: Either party may terminate immediately for material breach if the breach is not cured within days after written notice.

Confidentiality

Each party shall maintain the confidentiality of non-public information disclosed in connection with this Agreement and shall not disclose such information to third parties except as required by law or as necessary to perform the Scope of Work. Contractor's audit report, recommendations, and underlying data shall be treated as confidential and may only be shared with authorized representatives of the Client unless the Client provides written consent to other disclosures.

Limitations and Disclaimers

The audit is a visual and diagnostic assessment based on conditions observed at the time of inspection. Contractor does not guarantee actual energy savings; estimated savings are projections based on industry-standard calculations and assumptions. Contractor is not responsible for latent defects, conditions not observable during inspection, or for performance of third-party contractors retained by Client to implement recommendations.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state in which the Property is located, without regard to its conflict of law provisions. Venue for any dispute shall be the state or federal courts located within that state.

Entire Agreement

This Agreement, including the Scope of Work and any attachments executed by the parties, constitutes the entire agreement between Client and Contractor with respect to the subject matter hereof and supersedes all prior proposals, representations, or agreements, whether written or oral. Any modification must be in writing and signed by both parties.

Client Acknowledgment and Consent

By signing below, Client authorizes Contractor to enter the Property for the purpose of performing the audit, operate accessible building systems for inspection and testing, and to take reasonable photographs and measurements necessary to prepare the report. Client acknowledges that some minor disturbances (e.g., moving items in an attic) may be required and will permit access as reasonably necessary.

Client consents to the use of non-identifying aggregate data derived from the audit for Contractor's internal quality assurance and program evaluation purposes, provided that individual Client identity and Property address are not disclosed without prior written consent.

Additional Notes and Attachments

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