This report provides thorough guidance when preparing for an energy and indoor environmental quality (IEQ) assessment. It includes step-by-step instructions, detailed insights, and practical examples for the various phases of an energy and IEQ assessment. IEQ encompasses indoor building conditions—such as air quality, thermal comfort, acoustics, and lighting— and is a growing field of interest among a diverse range of stakeholders (e.g., building owners and managers) due to the effects it has on occupant health and productivity. IEQ improvement strategies often provide overlapping opportunities for increasing building energy efficiency, creating a win-win situation for building operations.