Label readiness checklist (EnerGuide / ENERGY STAR / Built Green)

We support readiness by organizing the inputs that the selected workflow requires:

The target workflow should be named at the start. EnerGuide, ENERGY STAR, and Built Green are distinct, and the applicable organization’s current requirements control. Readiness support helps the project team organize its side of the file; it does not replace those requirements or promise an outcome.

Before construction (best case)

• confirm target level/pathway early
• align drawings/specs with intended assemblies
• confirm ventilation and mechanical intent
• identify testing, review, and documentation hold points
• assign who will retain product and installation evidence

During construction

• photo-document key assemblies and transitions
• keep product labels/model numbers captured early
• schedule a mid-construction envelope check if you’re targeting tightness
• track approved substitutions and update affected records
• keep the current drawings and specifications distinguishable from superseded versions

Close-out

• ensure invoices include full product details
• ensure installed conditions match specs
• keep documentation organized in one place
• resolve open items before access or labels are lost
• confirm what the applicable workflow requires for submission or verification

Build a responsibility map

For each required item, name the source, owner, due milestone, and final location. Separate design inputs, site evidence, test results, invoices, and decisions made by the program or rating body. This makes it easier to see a real gap without treating every document as interchangeable.

Review changes, not just the original plan

Product substitutions, assembly changes, schedule shifts, and concealed work can affect an earlier readiness check. Record the change and ask whether the model, checklist, testing plan, or supporting file needs an update.

Boundaries

Kates Energy can support readiness, modelling, diagnostics, and documentation alignment within an agreed scope. Certification, a particular label or rating, program eligibility, and approval depend on the applicable requirements, installed conditions, evidence, and responsible organization.

For a project-specific checklist, submit the building type, location, stage, target workflow, and next milestone. The useful first deliverable may be a short gap list rather than a larger engagement.