Documents needed for the application

A Conto Termico application for a Sardinian PA requires certain standard documentation. Below is a list of the main documents to be prepared (may vary slightly depending on the intervention and whether direct access or reservation):

• Energy Diagnosis (when mandatory): a technical report that describes the current state of the building and identifies proposed interventions with associated energy savings. It must be signed by a licensed technician. As mentioned, it is mandatory for coats, fixtures, NZEBs, and major installations, and is still good practice to understand where to intervenebiblus.acca.it.

• Energy Performance Certificate (APE) ante and post: for interventions where required, a pre-work APE and an after-work APE are needed to certify the jump in energy class. For example, transforming an existing building to NZEB requires showing the improvement in energy performance indexbiblus.acca.itbiblus.acca.it.

• Data sheets and component certificates: specifications of the materials and systems installed should be attached. Example: data sheet of the insulation panel used, CE and compliance certificate; for a heat pump, EN 14511 certificate or others attesting to its performance; for fixtures, certification of thermal transmittance; for boilers, declaration of efficiency and low emissions; for LEDs, certificates of luminous efficiency, etc. The GSE provides a Catalog of prequalified products: using products on the list speeds up the process since they already complylanuovasardegna.it.

• Availability title: the PA must attest to having title (ownership or management) over the building. Usually a statement from the manager or a deed to the property/land registry.

• Resolutions and administrative acts: for example, the council resolution or determination to contract for the execution of the work, which is useful to show that the entity has approved the intervention and committed the sums.

• Estimates and invoices: receipted invoices of costs incurred should be uploaded in direct access. In case of ESCo, ESCo might advance costs and then PA pays via fee: need track of these reports.

• Declaration of completion and acceptance: a document certifying the date of completion of interventions (important for compliance with the 60-day submission in direct access). For significant installations, a record of acceptance or commissioning is also needed.

• Declarations of Conformity (M.D. 37/08): e.g., the installer’s declaration for electrical, thermal, and photovoltaic systems made, certifying adherence to safety standards.

• Photographic documentation: before and after photos, and of plates/labels of installed equipment (very useful as evidence).

• Other specific attachments: if a boiler is scrapped, a certificate of disposal is needed; for biomass, certificates on the pellets/wood used; for complex installations, any executive design diagrams.

Fortunately, the GSE provides templates and guides for preparing all documentationgse.co.uk. In addition, relying on experienced technicians or ESCos can greatly simplify the bureaucratic task: for example, Twin Plus supports Sardinian PAs by preparing all documents properly and uploading them to the GSE portal, reducing the risk of errors or integration requests.

Practical example of a process for a Sardinian municipality

To make the process concrete, let’s imagine an example: the municipality of Macomer (NU) wants to replace the old oil boilers in a middle school with electric heat pumps and install 50 kW of photovoltaics on the roof. Here is how the process might unfold:

• Step 1: Preliminary study – Macomer engages a technician (or Twin+) to make an energy diagnosis of the school, which confirms the benefit of replacing systems and predicts a 50% reduction in consumption. A feasibility project is drawn up and a cost of €300,000 is estimated for the intervention.

• Step 2: Reservation – The municipality deliberates the intervention and submits in January 2026 the application for Conto Termico reservation: attaches diagnosis, APE ante, project and administrative documents. After about 1-2 months, the GSE communicates that the reservation is accepted with expected incentive of €195,000 (65% of 300k, Macomer >15k ab.). A down payment of 50% or ~97,500 € is disbursed immediately.

• Phase 3: Execution of work – With the certainty of the grant and the down payment received, Macomer carries out the tender and in mid-2026 work starts. By the end of 2026, the heat pumps and photovoltaics are installed, testing is done, the declaration of conformity of the systems is issued, and the post-intervention APE is issued (the school goes up two energy classes).

• Step 4: Application for access to the balance – Within 2 months after completion of the work, the municipality sends via PortalTermico the final documentation: paid invoices, photos of the new installations, APE post, declarations of compliance, etc. The GSE verifies everything and settles the remaining balance of €97,500 (in a single installment in 2027).

• Step 5: Management and Monitoring – The municipality now enjoys the energy savings; it will have to keep the systems running for at least 5 years and keep track of consumption. Macomer will see diesel expenses halved (now eliminated) and electricity bills reduced thanks to PV and efficient pumps.

This example illustrates how, within 1-2 years, a local government can go from idea to concrete result using the Conto Termico 3.0, meeting its timeframe and requirements.