Sustainability Edition

Carbon InventoryData Collection Checklist

A step-by-step playbook for sustainability leads collecting greenhouse gas emissions data from finance, facilities, fleet, human resources and procurement teams. Built around the Greenhouse Gas Protocol — the global standard for measuring company emissions — and designed for the messy reality of finding data inside a real organisation.

Prepared by
Sumday

Engagement Setup

Data is not stored on servers · used to fill in your email templates
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The checklist

S1.1

Mobile Combustion

Owned/leased vehicles, plant, and mobile equipment burning fuel.

S1.2

Stationary Combustion

Natural gas, LPG, diesel for boilers, generators, and on-site heating.

S1.3

Fugitive Emissions

Refrigerant leakage from HVAC, chillers, and refrigeration systems.

S1.4

Process or Chemical Emissions

Industry-specific

Non-combustion CO₂/CH₄/N₂O from industrial processes (cement, chemicals, metals).

S2.1

Purchased Electricity, Steam, Heat & Cooling

Grid-supplied energy consumed at owned and operationally-controlled sites.

S3.1

Purchased Goods and Services

Cradle-to-gate emissions of all goods and services procured.

S3.2

Capital Goods

Embodied emissions of capex: buildings, IT hardware, machinery, fit-outs.

S3.3

Fuel & Energy-Related Activities

Upstream (well-to-tank) and T&D losses for fuels and electricity already counted in Scope 1 & 2.

S3.4

Upstream Transportation & Distribution

Inbound freight paid for by the reporting company (and 3PL services).

S3.5

Waste Generated in Operations

Solid waste, recycling, and wastewater from operated sites.

S3.6

Business Travel

Air, rail, hotel, rideshare, hire car for work.

S3.7

Employee Commuting (incl. WFH)

Daily commute and home-working energy use.

S3.8

Upstream Leased Assets

Energy use of leased assets where you are the lessee — IF not already in Scope 1 & 2.

S3.9

Downstream Transportation & Distribution

Outbound freight not paid for by the reporting company.

S3.10

Processing of Sold Products

Industry-specific

Emissions from third parties further processing your intermediate products.

S3.11

Use of Sold Products

Industry-specific

Emissions from customers using your sold products over their lifetime.

S3.12

End-of-Life Treatment of Sold Products

Disposal emissions when customers throw your products away.

S3.13

Downstream Leased Assets

Energy of assets you own and lease to others (you are the lessor).

S3.14

Franchises

Industry-specific

Scope 1 & 2 emissions of your franchisees.

S3.15

Investments

Industry-specific

Financed and facilitated emissions for financial institutions and corporate equity holdings.

Spreadsheet templates to share

Spreadsheet files you can email to the people who hold the data. They open in Excel, Google Sheets or Numbers.

Utilities Listing Template

Per-site list of electricity, gas, water meters with NMI/MIRN, retailer, and account numbers.

Fleet & Mobile Combustion Template

Vehicle register with fuel type, kL/L consumed or km travelled, and ownership status.

Refrigerant Register Template

Equipment list with refrigerant type, charge, top-ups, and service records.

Business Travel Log Template

Trip-level air, rail, hotel, and rideshare data — distance, class, supplier.

Employee Commute Survey Template

Survey instrument covering mode share, distance bands, WFH days.

Waste Disposal Log Template

Waste stream type, volume/tonnes, disposal method, and contractor.

Purchased Goods Spend Export Template

Format for spend-based PG&S where activity data is unavailable.