Documentation needed to process a CAE.

47What documentation do I need for a standardised CAE?

Whatever the documentation section of the applicable technical datasheet specifies, plus the responsible declarations from its annexes (Orden TED/815/2023, art. 14.9-11). Typically: agreement/cession contracts, invoice, installation certificates, photographs, the supporting datasheet and responsible declarations.

48What is the supporting datasheet?

The document for each action that records the technical data feeding the savings calculation formula (equipment, power ratings, climate zone…). The applicant completes it with the installer's data and it is signed by whoever the datasheet requires.

49Is the invoice mandatory? What must it include?

Yes, as evidence of the investment and its date. It must identify the customer (the one who invests), the location, the installed equipment (make/model) and the line items, consistently with the rest of the case file.

50Is a quote enough, or is a paid invoice needed?

To certify, the action must be carried out and invoiced; it is also usual to require proof of payment to evidence who bore the investment (key to ownership of the saving).

51What photographs must be provided?

Those the datasheet requires: for replacements, generally the old equipment (before), the new installed equipment (after) and legible rating plates of both.

52CAE agreement vs. private cession contract?

In essence they are the same (identical minimum content, Orden TED/815/2023, art. 11.2); the parties differ: if the one acquiring the savings is the SO/SD that will request issuance, it is called a CAE agreement; if it is an intermediary, a private cession contract. With intermediaries, all the contracts in the chain must be attached to guarantee traceability, and since 15/12/2024 only one intermediary at most is allowed.

53How is it signed: handwritten or qualified electronic signature?

General rule: a qualified electronic signature (providers on the Trusted List), and with a representative certificate when signing on behalf of a company. DocuSign-type signatures and documents modified after signing are not accepted. Exception: an individual who is not self-employed signing in their own name may sign by hand (all parties must sign in a comparable way).

54What end-customer data is required?

Full identification (NIF), the location of the action (address and, depending on the datasheet, the cadastral reference and/or CUPS), and contact details. These are the ones required by the datasheet and the responsible declaration.

55Do I need the installation certificate (RITE/electrical bulletin)?

Yes, when the action is subject to regulation (thermal → registered RITE certificate; electrical → CIE/electrical bulletin). It forms part of the usual datasheet documentation.

56What is the responsible declaration and who signs it?

A document in which the original owner of the saving declares, among other things, whether the action has applied for or received public aid (with the name, managing body, year, regulation and amount). It is signed by the original owner (Orden TED/815/2023, art. 14.9.k).

57Can the documentation be in a co-official language?

Processing before the regional manager generally accepts the official languages of that community; before state bodies (the National Coordinator), in Spanish. In practice, SDs usually ask for Spanish to keep things uniform.

58How long must the documentation be kept?

For the entire declared useful life of the action: the applicant undertakes to keep the measure active and to report within 5 days any relevant change (cessation, relocation, decommissioning, irreparable breakdown…) to the regional manager and the National Coordinator (art. 14.11.a).

Main sources: official FAQ of the CAE System, MITECO v1.6 (23/04/2026); Real Decreto 36/2023; Orden TED/815/2023; Orden TED/845/2023; Orden TED/133/2026; 2026 market references. This text is informational and has no legal value; the applicable regulations always prevail.