Portugal’s property market is booming, and it’s easy to see why. The endless sunshine, rich culture, and welcoming expat communities have made Portugal a magnet for buyers and renters alike. Whether you prefer the bustling cities or the tranquil beachfront, owning or renting property in Portugal is more popular than ever.
But with this growing demand comes a crucial piece of the puzzle: The Energy Performance Certificate Portugal (EPC). This isn’t just a box to tick—it’s your guide to understanding your property’s energy efficiency and long-term costs. Whether you’re looking to sell or rent out your property and want to stand out in the market, or you’re hoping to save money on energy bills, the energy certificate is a must-have.
In this article, we’ll discuss what an energy certificate is, why you might need one, and how to get an energy performance certificate without any hassle. We’ll also briefly look at the costs you could expect so that there are no surprises.
What is an energy certificate?
The Energy Performance Certificate Portugal (EPC), often referred to as an energy certificate, is a required document if you’re planning to sell or rent out your property. Certified by qualified professionals who are approved by ADENE, the Portuguese Agency for Energy, this document evaluates how energy-efficient a property is using a globally recognized rating system. Properties at the top of the energy class scale, rated A+, are highly efficient, while those at the bottom, rated F, have significant room for improvement.
When it comes to real estate, the EPC is more than just a formality—it’s a vital tool. It offers a clear snapshot of a property’s energy performance, helping buyers and renters understand potential energy costs and efficiency. For sellers, it’s a chance to showcase sustainability and appeal to eco-conscious investors buying property in Portugal. Once issued, energy certificates are valid for ten years for residential buildings, as well as small commercial and service buildings.
Why do I need to get an Energy Performance Certificate in Portugal?
An Energy Performance Certificate is a mandatory requirement for selling or renting out property in Portugal. Whether it’s a newly constructed building or a pre-owned one, the energy certificate must be obtained before listing the property on the market, even when investing in rental or vacation homes in Portugal. This ensures transparency and compliance while showcasing the property’s energy efficiency to potential buyers or tenants.
With sustainability taking center stage and energy costs rising, evaluating a property’s energy efficiency has never been more important. By identifying areas for improvement, such as adding double-glazed windows or integrating renewable energy solutions like solar panels, homeowners can boost a property’s thermal efficiency and reduce their environmental impact while also significantly lowering energy bills.
This is especially valuable in older homes in Portugal, where the properties are not designed to handle extreme temperatures efficiently, often resulting in higher energy consumption due to increased reliance on heaters, air conditioning, or electric fans.
In addition, an energy certification also offers significant tax benefits, making it even more worthwhile. For example, properties with an A or A+ energy class rating can enjoy advantages such as a reduction of up to 25 percent in Municipal Property Tax (IMI) and exemptions from Municipal Property Transfer Tax (IMT). These Portugal property tax incentives not only reward energy-efficient properties but also help offset the costs of improving your home’s sustainability.
How to Get an Energy Performance Certificate in Portugal
As we now understand, getting an energy certificate is an essential step to take before listing your property for sale or rent. It is a straightforward process and does not cost too much. Here’s how to get an energy performance certificate:
1. Contact a qualified surveyor
The most crucial step of the process is finding a certified and qualified surveyor. You’ll want to find someone who has a minimum of five years’ experience and is officially recognized by ADENE (Agency for Energy). Choosing a qualified expert guarantees a reliable assessment and a legitimate certificate for your property.
2. Request a quote
To avoid surprises, request a detailed quote that outlines all anticipated costs before moving forward with the certification process. Make sure you communicate all relevant information, including the size of your property and its intended use (residential, commercial, or for services), as these factors all affect the cost of obtaining the EPC. Alongside registration fees, the surveyor’s professional charges will also apply.
3. Schedule a visit
After choosing a certified surveyor, the next step is scheduling an on-site visit for a detailed property evaluation. During this inspection, the surveyor will gather key information to accurately determine its energy efficiency in order to issue the certificate.
4. Gather the necessary information
Before the surveyor’s visit, it’s essential to compile all necessary documentation for your property. This typically includes:
- The property’s floor plan
- The property registration certificate (caderneta predial urbana)
- The technical file with details about the materials used for generating domestic hot water and systems used in the building
Providing this information in advance ensures a smoother and faster certification process.
5. Consult the initial draft of the report
Once the initial assessment is complete, you may request a draft version of the energy report for review. This will be your chance to verify the accuracy of the assessment’s findings before the official legal document is issued. This step ensures the final Energy Performance Certificate accurately reflects the property’s true energy efficiency.
If the draft highlights areas for improvement, you will also have the opportunity to make upgrades and boost your property’s energy rating, which, in turn, will also reduce consumption, and increase its market appeal.
How much does an Energy Performance Certificate cost?
There is a fee for obtaining an Energy Performance Certificate (EPC) in Portugal, which is paid directly to ADENE. The fee varies depending on the size of the property as follows:
- Studio and one-bedroom properties (T0-T1): €28
- Two to three-bedroom properties (T2-T3): €40.50
- Four to five-bedroom properties (T4-T5): €55
- Six or more bedrooms (T6+): €65
These are flat fees charged by ADENE and do not include the surveyor’s evaluation charges, which may vary depending on the professional you choose to work with and the property’s specifics.
In total, an EPC certificate cost will come to around €100-€200 for apartments and around €250- €300 for detached houses and luxury villas in Portugal, depending on the size and the surveyor you choose to work with.
Keep in mind that paying the cost of energy performance certificate documents upfront is essential to avoid hefty penalties for non-compliance. Failing to have a valid Energy Performance Certificate when selling a property in Portugal can lead to fines of up to €4,000, making it a requirement you can’t afford to overlook.
The Energy Performance Certificate in Summary
If you want to sell your Portugal real estate, a home energy certificate is a key step to take before you list the property on the market. Failing to do so can result in costly fines. Beyond its legal necessity, having an up-to-date energy certificate can also be an asset, helping you to boost your property’s energy efficiency—and even justify a higher asking price when selling your property.
The good news is that obtaining your EPC is a simple and affordable process and once you have one, it remains valid for ten years. Not only is the process easy, but it also ensures your property meets regulatory standards while enhancing its market value.
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Frequently Asked Questions about Portugal’s Energy Performance Certificate
Is it worth getting an Energy Performance Certificate?
Obtaining an Energy Performance Certificate (EPC) isn’t just a good idea—it’s essential if you plan to sell or rent your property in Portugal. Not having one can result in significant fines, making it a requirement that no seller should overlook.
How do I get an Energy Performance Certificate?
Getting your Energy Performance Certificate (EPC) is a simple and cost-effective process. The basic steps to follow are:
- Contact a qualified surveyor recognized by the ADENE energy agency.
- Request a quote
- Schedule a property visit
- Gather the necessary information and documents, including the property’s floor plan, registration certificate, and technical file.
- Review the initial draft of the report.