1.2 - Define the management of the Bilan Carbone® approach
What management and governance should the organization implement?
The organization must establish internal management and governance enabling the completion of the approach and attainment of the criteria associated. The organization must 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 organization may use the RACI approach to structure and clarify the roles and responsibilities of the different stakeholders in the process.
Requirements related to the Carbon Assessment management
Here are the different requirements and recommendations, for each of the maturity levels, which fulfil increasingly ambitious management conditions.
Initial Level: criteria A1, B1, C1 and D1
Management
Management must request or at least be informed of the completion of the Carbon Assessment. It informs its employees of the launch of the process and of their possible participation.
Coordination
For carrying out an Initial-level Carbon Assessment, a coordinator is appointed internally. They lead the process and coordinate the operational execution of the Carbon Assessment for which two options are possible:
The process is carried out internally, the coordinator acts alone or with internal operational officers assembled in a project team. These officers are trained in the Carbon Assessment method. They use the ABC tools (Carbon Assessment software or spreadsheet), or, failing that, a tool compliant with the Carbon Assessment method.
The process is supported by a specialized consulting firm, the operational officers are consultants trained in the Carbon Assessment method. They support the execution of the process, as a whole or on certain key phases. They use the ABC tools (Carbon Assessment software or spreadsheet), or, failing that, a tool compliant with the Carbon Assessment method.
This choice may vary according to the organization's ambition: a one-off project will more easily be carried out by a service provider while a long-term process 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 allocate.
Transition plan
The transition plan of an organization at Initial maturity level is the responsibility of the coordinator of the Carbon Assessment, as well as of the operational officers. They take charge of:
its development. It will require a mobilization 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, like the monitoring of the transition plan, must be carried out internally within the organization.
Documentation
The organization must establish and keep up to date documentation concerning its carbon accounting. This documentation must in particular detail:
The deliverables obtained at each step of the process, and which are the subject of an internal reporting.
The names of employees who participated in these exercises and the training they have received
This documentation must be used when renewing the Carbon Assessment and for a potential evaluation.
Renewal
The organization must anticipate the renewal of the process, which is carried out at least every 4 years for an Initial-level Carbon Assessment.
The organization must improve the management of the Carbon Assessment from one exercise to the next, in order to progressively reach higher maturity levels.
🔎 If the Carbon Assessment is used for BEGES-R reporting, this periodicity coincides with that of the regulation for private law organizations. Point of attention for public law organizations for whom the renewal period is 3 years.
Standard Level: criteria A2, B2, C2 and D2
Management
Management must request the completion of the Carbon Assessment. It informs its employees of the launch of the process and of their possible participation.
At least part of the organization's management must be mobilized. The results of the process are reported to management, which participates in the development of the transition plan.
Coordination
The coordinator must be trained. to the Carbon Assessment method. They must, optionally, have already carried out the previous Carbon Assessment, or have benefited from the transfer of knowledge from the previous assessment.
A project team made up of operational officers trained in the Carbon Assessment method must be formed around the coordinator. A specialized consulting firm, trained in the Carbon Assessment method, may be called upon for certain parts of the process, notably for the accounting. They use the ABC tools (Carbon Assessment software or spreadsheet), or, failing that, a tool compliant with the Carbon Assessment method.
For information, the introductions to each of the 7 steps of the method can provide indications on the sizing of the time to allocate.
Transition plan
The transition plan of an organization at Standard maturity level depends on different people:
its development is the responsibility of the coordinator of the Carbon Assessment, as well as of the operational officers. A mobilization phase will be necessary, with the main operational functions that will be involved in the implementation of the transition plan (such as the procurement department, production, the financial department, the management, among others). They must participate in its development so that it is adapted to the organization's activity and to those who will implement it.
the implementation the actions composing it are the responsibility of the coordinator of the Carbon Assessment, 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 Carbon Assessment, or of the operational officers. The results of the process are reported periodically to management.
The implementation, as well as the monitoring of the transition plan, must be carried out internally within the organization.
Documentation
The organization must establish and keep up to date documentation concerning its carbon accounting. This documentation must in particular detail:
The deliverables obtained at each step of the process, and which are the subject of an internal reporting.
The names of employees who participated in these exercises and the training they have received
This documentation must be used when renewing the Carbon Assessment and for a potential evaluation.
Renewal
The organization must anticipate the renewal of the process, which is carried out at least every 4 years for a Standard-level Carbon Assessment. It is expected between each renewal of the complete Carbon Assessment to monitor the indicators in a monitoring system (the most significant emissions and actions implemented in the transition plan).
🔎 If the Carbon Assessment is used for BEGES-R reporting, this periodicity coincides with that of the regulation for private law organizations. Point of attention for public law organizations for whom the renewal period is 3 years.
Advanced Level: criteria A3, B3, C3 and D3
Management
At least one member of management must champion the Carbon Assessment process. They are responsible for integrating the process into the organization's overall strategy. They are guarantor of the application of the transition plan within the organization. They must follow the training Carbon Assessment for Decision Makers.
Coordination
The coordinator must be trained in the Carbon Assessment method. They must, optionally, have already carried out the previous Carbon Assessment, or have benefited from the transfer of knowledge from the previous assessment. The entire Carbon Assessment process is internalized and managed by the coordinator.
A project team made up of operational officers trained in the Carbon Assessment method must be formed around the coordinator. They use the ABC tools (Carbon Assessment software or spreadsheet), or, failing that, a tool compliant with the Carbon Assessment method. Consultants may be called upon to consolidate the process (clarify accounting through LCAs, provide strategic advice, deliver 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 allocate.
Transition plan
The transition plan of an organization at Advanced maturity level depends on different people:
its development is the responsibility of the coordinator of the Carbon Assessment, as well as of the operational officers. A mobilization phase will be necessary, with the organization's management, of the main operational functions that will be involved in the implementation of the transition plan (such as the procurement department, production, the financial department, the management, among others...), as well as some external stakeholders (such as certain suppliers having a key impact on the value chain). These stakeholders participate in its development so that it is adapted to the organization'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 Carbon Assessment for Decision Makers, and hold responsibilities within the organization. The results of the process are reported periodically to management and at least one member of management is guarantor of the application of the transition plan within the organization.
The implementation, like the monitoring of the transition plan, must be carried out internally within the organization.
Documentation
The organization must establish and keep up to date documentation concerning its carbon accounting. This documentation must in particular detail:
The deliverables obtained at each step of the process, and which are the subject of an internal reporting.
The objectives and the boundaries of said accounting
This documentation must be available and communicated within the organization and to its potential partners. This document is used for a potential evaluation.
Renewal
The organization's complete Carbon Assessment is renewed at least every year, but the largest 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 completion of the assessment, and the continuous monitoring of indicators related to the transition plan must exist, enabling the feeding and steering of the organization's overall strategy.
Collective approach:
It is possible to carry out the Carbon Assessment collectively, by joining together with several other organizations each wishing to carry out a Carbon Assessment.
It is recommended to associate organizations of a similar maturity level.
These collective operations are particularly useful for organizations that are part of the same sector of activity or the same geographic area. It allows organizations to exchange good practices, help each other, remain mobilized or pool resources.
Deliverables related to scoping the approach
The information and deliverables obtained at the end ofstep 1, and associated with the above requirements, are to be reported at the end of the process:
Do you have a question about understanding? Consult the FAQ. The method is living and therefore likely to evolve (clarifications, additions): find the track of changes here.
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