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  3. Describe the claim, not the service.

Describe the claim, not the service.

We begin with a pre-engagement review before any quotation. The purpose is that we know — and that you know — whether the request is inside our scope at all.

The organization
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Every site inside the intended boundary, with its country.This field is required
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The assertion

Tell us what must be relied on. This is the part that decides everything else.

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The party that made the assertion, where that is not the applicant.This field is required
State what must be relied on, in the wording you intend to publish.This field is required
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Business goal

The calculation
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Criteria applied

Type of engagement

Organizational boundary

Requested life cycle stage

Quantification methodology

Data collection method

Sources in scope

Tick the sources the assertion covers. The tonnage per source belongs in the inventory you attach below — a figure typed here that disagrees with the workbook creates two records that contradict each other.

By ISO 14064-1 category

Category 1 — direct emissions and removals

Category 2 — indirect emissions from imported energy

Category 3 — indirect emissions from transportation

Category 4 — indirect emissions from products used by the organization

Category 5 — indirect emissions associated with the use of products from the organization

Category 6 — indirect emissions from other sources

By GHG Protocol scope

Scope 1 — direct

Scope 2 — indirect, from purchased energy

Scope 3 — upstream

Scope 3 — downstream

Documentation available

What already exists. Nothing needs to be attached now — this tells us what the review will have to work with.

Impartiality and readiness
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Naming the preparer lets us assess the self-review threat before, not after, acceptance.This field is required
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Contact
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Supporting evidence
Accepted: PDF, Excel, CSV, Word, ZIP, images. Maximum 25 MB per file. Do not attach personal data the request does not require.
    A file exceeds the permitted size.

    Do not upload confidential documents through this form. We will send a secure route once the review is opened.

    What happens after you send it

    We reply within the period published and approved in the management system, with one of three answers:

    • Inside the scope — we send the scope of work and the information required next.
    • Outside the scope — we say so, and where we can, we say where it should go instead.
    • Needs clarification — we ask two specific questions, not a questionnaire.
    Submitting this form creates no obligation on either party. It is a review of whether an engagement can be accepted responsibly — not an acceptance.
    Complaints and appeals do not go through this form. Use the complaints route or the appeals route, which are handled under separate controlled workflows.

    Describe the claim — not the service.

    Tell us what must be relied on, who will rely on it and by what date. We will confirm the correct programme, evidence requirement and responsible entity — or tell you it is outside our scope.