Disclaimer: This checklist supports operational readiness and data quality. It does not replace legal interpretation, permits, or regulator communications. When in doubt, engage counsel and the relevant agency.
1. Scope and boundaries
- Facilities and activities in scope for the reporting year are listed and agreed across finance, operations, and EHS.
- Any changes versus the prior year (acquisitions, shutdowns, metering changes) are documented with effective dates.
2. TIER-relevant data discipline
- Emission calculations trace to documented factors and GWP values used.
- Primary data (fuels, electricity, production) is reconciled to source evidence where possible.
- A change log captures material methodology updates and restatements.
3. AER-facing clarity
Even when your deliverable is internal first, clarity matters for anything that may be shared upstream:
- Consistent naming for sites, equipment, and streams.
- Units are explicit (mass, energy, volumes normalized the same way each period).
- Known data gaps are flagged with assumptions rather than hidden defaults.
4. Water Act and related programs (high level)
Water management obligations vary widely by activity and approval. For reporting adjacent to water data:
- Monitoring results and limits are stored as-reported with collection dates and lab methods when applicable.
- Links between field data, lab reports, and summary tables are preserved for audit.
Again, this is not legal advice—use your legal and environmental advisors for permit-specific requirements.
5. Review before submission
- Independent second review on a sample of facilities and the methodology note.
- Version-controlled export of the final numbers and the narrative that explains them.
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