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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 deliberately penalising default value: with no insulation invoice, a wall in a pre-1975 building is counted as uninsulated. Gathering your supporting documents avoids this underestimation.

Read the full guide: preparing for your DPE inspection
Your property

A few questions to tailor your checklist

Answer (or leave "I don’t know"): the list adapts to your home. With your address, these answers are pre-filled from your DPE.

Heating
Heating energy
Hot water
Position in the building
Ventilation
Recent works (optional) — to prioritise the evidence

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.

Personalisation by address needs an account — a free one. Sign in or create one.

Your document checklist

0/7 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.

Recommended and optional documents

20 additional documents (recommended and optional) are reserved for subscribers.

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Envelope and insulation

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

    Priority

    Only needed if applicable (equipment present or works carried out) — otherwise nothing to look for.

    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

    Only needed if applicable (equipment present or works carried out) — otherwise nothing to look for.

    Justifies
    The roof heat loss (≈ 25 to 30% of total losses)
    Avoids
    Roof assumed uninsulated for buildings from before 1975 (same rule as the walls)
    Where to find it
    The contractor's invoice, RGE certificate
  • Window / joinery invoices (glazing type, double or triple, installation date)

    Priority

    Only needed if applicable (equipment present or works carried out) — otherwise nothing to look for.

    Justifies
    The window coefficient (Uw): gap, fill gas and low-emissivity coating, none of which can be observed
    Avoids
    Double glazing assumed with a thin air gap and no low-e coating: Ug ≈ 3.3 instead of 1.1 W/(m².K)
    Where to find it
    The window fitter's invoice, product datasheet

Systems: heating, hot water, ventilation

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

    Priority

    Only needed if applicable (equipment present or works carried out) — otherwise nothing to look for.

    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

    Only needed if applicable (equipment present or works carried out) — otherwise nothing to look for.

    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

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)
  • 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)

Tip: most of these documents are available on your condominium’s online space / extranet (managing agent) — check it before contacting the 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)

If you can’t find some documents, contact your managing agent to obtain them:

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

Gather the envelope evidence (wall, loft, floor and window insulation invoices with the R-value and date), the systems (boiler, heat pump, hot-water tank, ventilation), the construction year (permit, deed, property-tax notice) and, in a condominium, the managing-agent documents (collective DPE, maintenance log, AGM minutes). Each one avoids a penalising default value.

No, no list is imposed on the owner. But without evidence, the assessor applies deliberately penalising default values: with no insulation invoice, a wall in a pre-1975 building is counted as uninsulated. Providing the proof describes the home as it really is.

No. The tool does not ask for your DPE. If you enter your address, it finds the last known DPE of the building to flag the characteristics that would have been estimated by default — useful precisely if you have renovated since and the old DPE is no longer reliable.

For a flat, the tool aggregates — anonymised and only beyond 4 comparable homes — the shared characteristics of the building (heating energy, façade insulation, construction year) from the other units’ DPE. This feature is reserved for subscribers.

Homes rated G are affected from 2025, F from 2028 and E from 2034 (energy decency). A well-prepared DPE that credits real improvements can avoid an unfairly low rating and its rental consequences.

Further reading