1.2 - Define the management of the Bilan Carbone® approach
What management and governance should the organization implement?
The organisation shall establish internal management and governance enabling the completion of the approach and the achievement of the criteria associated. The organisation shall ensure that participants have the necessary methodological skills and are trained in the use of the tools employed, as well as in the development and implementation of transition plans.
🔎 The organisation may use the RACI to structure and clarify the roles and responsibilities of the different stakeholders in the approach.
Stakeholder engagement requirements for the Bilan Carbone®
Here are the different requirements and recommendations, for each of the maturity levels, which meet increasingly ambitious management conditions.
Initial Level: criteria A1, B1, C1 and D1
Management
Management shall request or at least be informed of the carrying out of the Bilan Carbone®. It shall inform its employees of the launch of the approach and of their possible participation.
Coordination
For carrying out a Bilan Carbone® at the Initial level, an internal coordinator is appointed. They shall oversee the approach and coordinate the operational execution of the Bilan Carbone®, for which two options are possible:
The approach is carried out internally: the coordinator acts alone or with internal operational officers gathered in a project team. These operational officers shall be trained in the Bilan Carbone® method. They shall use ABC tools (Bilan Carbone® software or spreadsheet), or, failing that, a tool compliant with the Bilan Carbone® method.
The approach is supported by a specialised consultancy firm, the operational officers are consultants trained in the Bilan Carbone® method. They support the implementation of the approach, as a whole or on certain key phases. They shall use ABC tools (Bilan Carbone® software or spreadsheet), or, failing that, a tool compliant with the Bilan Carbone® method.
This choice may vary depending on the organisation's ambition: a one-off project will more easily be conducted by a service provider while a long-term approach should be carried out internally.
For information, the introductions to each of the 7 steps of the method can provide indications on the sizing of the time to be allocated.
Transition Plan
The transition plan of an organisation with Initial maturity is the responsibility of the coordinator of the Bilan Carbone®, as well as of the operational officers. They shall take charge of:
its development. It shall require a Stakeholder engagement phase.
the implementation of the actions composing it (in collaboration with the action owners identified for each action).
its monitoring throughout its implementation.
The implementation, as well as the monitoring of the transition plan, shall be carried out internally within the organisation.
Documentation
The organisation shall establish and keep up to date documentation concerning its carbon accounting. This documentation shall in particular detail:
The deliverables obtained at each step of the approach, which are the subject of an internal reporting.
The names of the employees who participated in these exercises and the training they have received
This documentation shall be used when renewing the Bilan Carbone® and for a potential evaluation.
Renewal
The organisation must anticipate the renewal of the approach, which shall be carried out at least every 4 years for an Initial level Bilan Carbone®.
The organisation shall improve the management of the Bilan Carbone® approach from one exercise to the next, in order to progressively reach higher maturity levels.
🔎 If the Bilan Carbone® is used for BEGES-R reporting, this periodicity coincides with that of the regulation for private law organisations. Point of vigilance for public law organisations for which the renewal period is 3 years.
Standard Level: criteria A2, B2, C2 and D2
Management
Management shall request the carrying out of the Bilan Carbone®. It shall inform its employees of the launch of the approach and of their possible participation.
At least part of the organisation's management shall be Stakeholder engagement. The results of the approach are reported to management, which participates in the development of the transition plan.
Coordination
The coordinator shall be trainedin the Bilan Carbone® method. They shall, alternatively, have already carried out the previous Bilan Carbone® or have received the knowledge transfer from the previous assessment.
A project team made up of operational officers trained in the Bilan Carbone® method shall be established around the coordinator. A specialised consultancy firm trained in the Bilan Carbone® method may be solicited for some parts of the approach, notably for the accounting. They shall use ABC tools (Bilan Carbone® software or spreadsheet), or, failing that, a tool compliant with the Bilan Carbone® method.
For information, the introductions to each of the 7 steps of the method can provide indications on the sizing of the time to be allocated.
Transition Plan
The transition plan of an organisation with Standard maturity depends on different people:
its development is the responsibility of the coordinator of the Bilan Carbone®, as well as of the operational officers. A Stakeholder engagement phase will be necessary, from the main operational functions that will be concerned by the implementation of the transition plan (such as the procurement department, production, the finance department, the management, among others). They shall participate in its development so that it is adapted to the organisation's activity and to those who will implement it.
the implementation the actions composing it are the responsibility of the coordinator of the Bilan Carbone®, or of the operational officers, but the operations to be carried out are delegated to the services concerned.
its monitoring throughout its implementation is the responsibility of the coordinator of the Bilan Carbone®, or of the operational officers. The results of the approach are reported periodically to management.
The implementation, as well as the monitoring of the transition plan, shall be carried out internally within the organisation.
Documentation
The organisation shall establish and keep up to date documentation concerning its carbon accounting. This documentation shall in particular detail:
The deliverables obtained at each step of the approach, which are the subject of an internal reporting.
The names of the employees who participated in these exercises and the training they have received
This documentation shall be used when renewing the Bilan Carbone® and for a potential evaluation.
Renewal
The organisation must anticipate the renewal of the approach, which shall be carried out at least every 4 years for a Standard level Bilan Carbone®. It is expected between each renewal of the complete Bilan Carbone® to monitor the indicators in a monitoring system (the most significant emissions and the actions implemented in the transition plan).
🔎 If the Bilan Carbone® is used for BEGES-R reporting, this periodicity coincides with that of the regulation for private law organisations. Point of vigilance for public law organisations for which the renewal period is 3 years.
Advanced Level: criteria A3, B3, C3 and D3
Management
At least one member of management shall be the project sponsor of the Bilan Carbone® approach. They shall be responsible for integrating the approach into the organisation's overall strategy. They shall guarantee the application of the transition plan within the organisation. They shall follow the training Bilan Carbone® for Decision Makers.
Coordination
The coordinator shall be trained in the Bilan Carbone® method. They shall, alternatively, have already carried out the previous Bilan Carbone® or have received the knowledge transfer from the previous assessment. The entire Bilan Carbone® approach is internalised and steered by the coordinator.
A project team made up of operational officers trained in the Bilan Carbone® method shall be established around the coordinator. They shall use ABC tools (Bilan Carbone® software or spreadsheet), or, failing that, a tool compliant with the Bilan Carbone® method. Consultants may be solicited to consolidate the approach (specify the accounting by LCA, provide strategic advice, provide educational awareness, etc.).
For information, the introductions to each of the 7 steps of the method can provide indications on the sizing of the time to be allocated.
Transition Plan
The transition plan of an organisation with Advanced maturity depends on different people:
its development is the responsibility of the coordinator of the Bilan Carbone®, as well as of the operational officers. A Stakeholder engagement phase will be necessary, from the organisation's management, the main operational functions that will be concerned by the implementation of the transition plan (such as the procurement department, production, the finance department, the management, among others...), as well as certain external stakeholders (such as some suppliers having a key impact on the value chain). These stakeholders participate in its development so that it is adapted to the organisation's activity and to those who will implement it.
the implementation the actions and the monitoring of the transition plan are the responsibility of the internal operational functions concerned. For this, internal referents, at least one per operational function, are determined. These members have all followed the training Bilan Carbone® for Decision Makers, and hold responsibilities within the organisation. The results of the approach are reported periodically to management and at least one member of management guarantees the application of the transition plan within the organisation.
The implementation, as well as the monitoring of the transition plan, shall be carried out internally within the organisation.
Documentation
The organisation shall establish and keep up to date documentation concerning its carbon accounting. This documentation shall in particular detail:
The deliverables obtained at each step of the approach, which are the subject of an internal reporting.
The objectives and boundaries of said accounting
This documentation shall be available and communicated within the organisation and to its possible partners. This document is used for a potential evaluation.
Renewal
The organisation's complete Bilan Carbone® is renewed at least annually, but the most significant emission categories and the actions undertaken in the transition plan can be monitored more regularly, whether monthly or semi-annually. A monitoring system facilitating the production of the assessment, and the continuous monitoring of the indicators related to the transition plan shall exist, enabling the feeding and steering of the organisation's overall strategy.
Collective approach:
It is possible to carry out the Bilan Carbone® approach collectively, by partnering with several other organisations each wishing to carry out a Bilan Carbone®.
It is recommended to associate organisations of a similar maturity level.
These collective operations are particularly useful for organisations that are part of the same sector of activity or the same geographic area. They allow organisations to exchange good practices, to help each other, to remain engaged or to pool resources.
Deliverables related to the framing of the approach
The information and deliverables obtained at the end ofstep 1, and associated with the requirements above, shall be reported at the end of the approach:
Do you have a question about understanding? Consult the FAQ. The method is living and therefore likely to evolve (clarifications, additions): find the tracking of changes here.
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