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DPE visit checklist

Generate the list of documents to gather before the assessor’s visit — for a DPE that describes your home as it is, not as the method assumes by default.

FreeBased on the official 3CL methodFrance + condominium

Why prepare for your visit?

Since 2021, the DPE is calculated from the dwelling’s technical characteristics, and every unjustified piece of data falls back on a "by definition penalising" default value: an insulated wall is counted as bare, a window as single glazing. Gathering your supporting documents avoids this underestimation.

Read the full guide: preparing for your DPE inspection

Your document checklist

0/26 documents gathered

Gather these documents and hand them to the assessor before the visit. Each one replaces a penalising assumption with the reality of your home.

Envelope and insulation

  • Wall insulation invoices and certificates (external ETICS or internal ITI), with the thermal resistance R and thickness

    Priority
    Justifies
    The real heat-transfer coefficient of the walls (Umur)
    Avoids
    Wall counted as "uninsulated" for any building from before 1975
    Where to find it
    The contractor's file, MaPrimeRénov'/CEE subsidy folder, project emails
    France Rénov’ (MaPrimeRénov’ account)
  • Loft / roof insulation invoices (R-value and thickness)

    Priority
    Justifies
    The roof heat loss (≈ 25 to 30% of total losses)
    Avoids
    Roof assumed uninsulated (same "unknown = uninsulated" rule)
    Where to find it
    The contractor's invoice, RGE certificate
  • Window / joinery invoices (glazing type, double or triple, installation date)

    Priority
    Justifies
    The window coefficient (Uw) and the real glazing type
    Avoids
    Glazing reduced to single glazing (Ug = 5.8 W/(m².K))
    Where to find it
    The window fitter's invoice, product datasheet
  • Low-floor insulation invoices (over cellar, garage, crawl space)

    Recommended
    Justifies
    The low-floor coefficient (Ufloor)
    Avoids
    Low floor assumed uninsulated
    Where to find it
    The contractor's invoice
  • Proof of a façade renovation with external insulation (ETICS)

    Recommended
    Justifies
    The presence of external insulation (hard to observe from inside)
    Avoids
    Façade assumed uninsulated
    Where to find it
    Façade-works invoice, general-meeting minutes if in a condominium
  • Front door invoice (type, date)

    Optional
    Justifies
    The door heat loss (Udoor)
    Avoids
    Door assumed to be of the least favourable type
    Where to find it
    The installer's invoice

Systems: heating, hot water, ventilation

  • Boiler invoices and manual (make, model, year — condensing or not)

    Priority
    Justifies
    The type and real efficiency of the heating generator
    Avoids
    Standard boiler of the construction year (pilot light for pre-2003 buildings)
    Where to find it
    The installer's invoice, rating plate, manufacturer's manual
  • Heat-pump technical sheet (make, model) + maintenance certificate

    Priority
    Justifies
    The real performance (COP / ETAS) and the heat-pump type
    Avoids
    Default efficiency, without crediting the real performance
    Where to find it
    Invoice, manufacturer's product sheet, maintenance contract
  • Hot-water tank invoice (state whether thermodynamic or solar)

    Recommended
    Justifies
    The domestic-hot-water production type and its efficiency
    Avoids
    Unproven thermodynamic tank = treated as a standard electric tank
    Where to find it
    Invoice, rating plate
  • Mechanical ventilation documents (single-flow, humidity-controlled, double-flow)

    Recommended
    Justifies
    The ventilation type and the air-renewal heat losses
    Avoids
    Natural ventilation / lack of airtightness (most penalising case)
    Where to find it
    Invoice, manual
  • District-heating connection contract / bill / certificate (network ID, CO₂ content / renewable share)

    Recommended
    Justifies
    The official CO₂ content and renewable share of the connected network (set by an annual decree)
    Avoids
    An unidentified network = the least favourable CO₂ value (coal) applied
    Where to find it
    Managing agent or network operator, heating bill
    France Chaleur Urbaine (find the network)
  • Air-conditioning / reversible AC invoice

    Optional
    Justifies
    The presence of cooling and the cooling consumption
    Avoids
    Cooling equipment not accounted for
    Where to find it
    The installer's invoice
  • Energy bills for the last 3 years (electricity, gas, oil, wood, heat network)

    Optional
    Justifies
    The consistency of the result and the energy sources/equipment (not the rating calculation)
    Avoids
    Helps avoid a misidentified energy source
    Where to find it
    Energy-provider account, Linky/Gazpar data
  • Wood stove or insert invoice / datasheet (model, Flamme Verte label, RGE)

    Optional
    Justifies
    The type and year of the wood appliance (closed hearth/stove), the fuel (log/pellet) — back-up wood heating is credited
    Avoids
    Wood appliance assumed to be of the least favourable type (open hearth)
    Where to find it
    The installer's invoice, rating plate, manufacturer's manual
  • Solar installation invoice / certificate: photovoltaic (kWp, area) or thermal (solar water heater / combi)

    Optional
    Justifies
    The solar production deducted from consumption (PV) or the solar share of hot water (thermal)
    Avoids
    Solar installation ignored for lack of evidence
    Where to find it
    The installer's invoice, product sheet, self-consumption/feed-in contract

Building and administrative

  • Building permit or proof of construction year (notarial deed, property-tax notice)

    Priority
    Justifies
    The construction period (drives many default values)
    Avoids
    Year estimated by the assessor, often defaulting to the penalising "pre-1948/1975" assumption
    Where to find it
    Town hall, notarial deed, property-tax notice
    Land registry (cadastre.gouv.fr)My real estate (impots.gouv.fr)
  • RE2020 (or RT2012) completion certificate + standardised study summary (RSEE / RSET) — new dwelling

    Recommended
    Justifies
    A new dwelling's envelope performance: for a new build, the DPE reuses the standardised result of the energy/environmental study carried out before construction
    Avoids
    Very penalising default values applied to an otherwise high-performance building
    Where to find it
    Developer/builder, dwelling information record, original sale deed
    RE2020 — certificates (rt-re-batiment)
  • Living-area certificate (loi Boutin) and plans

    Recommended
    Justifies
    The DPE reference area (SREF) and the kWh/m² ratios
    Avoids
    A wrong area (do not confuse with the Carrez law) distorting the rating
    Where to find it
    Existing area diagnosis, Boutin certificate
    Living area (service-public.fr)
  • Dwelling information record (CIL), if it exists

    Recommended
    Justifies
    All centralised energy supporting documents (plans, manuals, materials, DPE/audit)
    Avoids
    Avoids starting from scratch: mandatory since 2023 for new builds and energy renovations (CCH art. L.126-35-2)
    Where to find it
    Held and updated by the owner, handed over at sale
  • Previous DPE or energy audit

    Optional
    Justifies
    A comparison baseline and already-recorded characteristics
    Avoids
    Reusable as a supporting document (notably a previous new-build DPE)
    Where to find it
    Previous sale, ADEME observatory
  • Heated conservatory: installation invoice + characteristics (glazing, insulation) + proof of a fixed heating mode

    Optional
    Justifies
    Its correct inclusion in the DPE reference area (a permanently heated conservatory counts, unlike the Carrez/Boutin area)
    Avoids
    A reference-area error (omitted or double-counted) distorting the kWh/m² ratios
    Where to find it
    The installer's invoice, plans, heating description
  • Listed historic monument? It is EXEMPT from the DPE — provide the listing/registration order

    Justifies
    The DPE exemption for listed or registered historic monuments (CCH art. R126-15)
    Avoids
    Note: a merely old building (pre-1948) or in a heritage area is NOT exempt
    Where to find it
    Listing/registration order (prefecture, regional heritage office, sale deed)
    CCH art. R126-15 (Légifrance)

Condominium (ask the managing agent)

  • The building's collective DPE

    Priority
    Justifies
    Your home's shared characteristics (envelope, collective heating/DHW)
    Avoids
    Shared characteristics calculated by default, which penalises the result
    Where to find it
    Managing agent (mandatory per the Climate Act timetable)
  • The condominium's maintenance log

    Recommended
    Justifies
    The age and condition of collective systems (heating, ventilation), the works carried out
    Avoids
    Collective systems assumed to be of the least favourable type
    Where to find it
    Managing agent
  • Condominium regulations (description of the collective heating)

    Recommended
    Justifies
    The heating/DHW mode (collective vs individual) and the generator to model
    Avoids
    A wrong generator assumption for your unit
    Where to find it
    Notary, managing agent
  • Collective heating operating contract

    Recommended
    Justifies
    The type, efficiency and age of the collective generator, the network
    Avoids
    Collective generator assumed by default
    Where to find it
    Managing agent, heating operator
  • General-meeting minutes mentioning works (external insulation, façade, collective boiler)

    Optional
    Justifies
    The energy-improvement works carried out on the common areas
    Avoids
    Envelope/collective-system improvements not taken into account
    Where to find it
    Managing agent, co-owner's records

Personalise with your address

You don’t need to already have a DPE: we find the last known DPE of your building to prioritise the characteristics that would have been estimated "by default" — the ones where your evidence matters most.

Create a free account to personalise your checklist by address.

Need a certified assessor?

The DPE must be carried out by a certified assessor. Find one near you via the ministry’s official directory.

Official directory of assessors

Frequently asked questions

Further reading