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Standards and reporting

ISO 14064 Software

ISO 14064 software selection should test whether an inventory remains explainable through boundary changes, corrected calculations and a separate verification handover.

What should ISO 14064 software support?

Begin with the intended GHG statement rather than treating the standard’s name as a software feature badge inventory scope verification scope.

Define the pilotRequirements and evidence

Module 01 / 04

Statement

Name the inventory being prepared.

Read the detailed guidance and evidence

ISO 14064-1 addresses organisation-level inventories, while ISO 14064-3 addresses verification and validation of GHG statements, so our buyer test separates preparation controls from the reviewer’s conclusion Part 1 Part 3.

Use the sustainability reporting standards hub to identify the other outputs that may need a distinct bridge from this inventory.

What should the version register contain?

The application should distinguish the published basis from development material rather than silently updating an approved statement.

ISO lists the 2018 edition as current and to be revised, its successor as a working draft, and Part 4 as published application guidance current edition draft status application guidance.
DecisionWorking recordReview question
Published criteriaISO 14064-1:2018 in the pilot briefCan the accepted basis be retained?
Revision watchSeparate entry for the working-draft projectCan proposed text be kept out of live calculations?
Application guidanceISO/TS 14064-4:2025 referenceCan the methodology note identify its supporting guidance?
Engagement basisSeparate verification criteria and scopeCan preparation and review versions be distinguished?

How should boundary decisions survive imports?

ISO’s application guidance describes organisational and reporting boundaries, which makes the decision trail a useful software test boundary guidance.

Trace the populationRequirements and evidence

Module 01 / 04

Identity

Keep a stable facility identifier.

Read the detailed guidance and evidence

Ask the demonstrator to import a source record for a facility outside the accepted list and show whether it is rejected, held for review or silently included.

Our suggested acceptance condition is a visible unresolved decision with a named owner rather than an automatic assumption based on the supplier name.

The ISO 14064 guide explains the statement types, while ESG data collection provides the contributor and evidence context for this test.

What should an original error fixture include?

Fictional Calder Equipment gives each shortlisted supplier the same deliberately imperfect file before any product demonstration.

This is an original fictional procurement fixture, not an ISO-prescribed software test or a supplier performance claim.
DecisionWorking recordReview question
Facility recordSite C is absent from the approved populationHold its activity until the inclusion decision is reviewed.
Duplicate importThe same invoice arrives through two connectorsShow the duplicate and preserve the resolution.
Unit errorA source marked kilograms is read as tonnesExpose the unit mismatch before approval.
Missing estimateA blank consumption cell is importedKeep missing information distinct from a measured zero.

What should the worked pilot prove?

Calder’s fictional inventory starts with accepted contributions of 90 and 60 tonnes, then receives a corrected 15-tonne source on an explicitly matching basis.

Reconcile the releaseRequirements and evidence

Module 01 / 04

Opening

Retain the accepted 150-tonne version.

Read the detailed guidance and evidence

The invented arithmetic is 90 plus 60 equals 150 tonnes, followed by 150 plus 15 equals 165 tonnes, making the correction 10% of the earlier total.

This is a correction to the illustrated inventory population, not evidence that the company’s real-world emissions increased by 10% between reporting periods.

Ask the supplier to reconstruct both versions and show who accepted the new source, which evidence supported it and which exported statement carries the revised total.

What should a sampled calculation export show?

A downloadable calculation record should remain intelligible to a reviewer who has no access to the demonstration environment.

Suggested procurement fields informed by the transparency focus of ISO’s application guidance rather than quoted licensed clauses methods and uncertainty guidance.
DecisionWorking recordReview question
Source identityFacility, activity and evidence referenceCan the reviewer find the underlying record?
QuantityValue, unit and covered periodIs a unit conversion explicit?
MethodFactor, version and calculation expressionCan the result be independently reproduced?
DecisionEstimate, correction and approval historyCan the reviewer distinguish original and revised inputs?

How should different GHG objects be separated?

A software workspace should not merge an organisation inventory, a project forecast and a product study simply because each result is expressed in carbon dioxide equivalent.

Keep the object visibleRequirements and evidence

Module 01 / 04

Organisation

Associate sources with the inventory basis.

Read the detailed guidance and evidence

ISO 14064-2 describes project performance against a baseline scenario, whereas ISO 14067 concerns product carbon-footprint quantification and reporting project scope product scope.

For Calder’s pilot, load a separately labelled forecast of eight tonnes avoided and verify that it does not automatically reduce the accepted 165-tonne inventory.

The product carbon footprint guide and carbon accounting guide provide separate decision contexts for these outputs.

How should preparation and review permissions differ?

Our procurement test assigns actions to distinct roles without assuming every organisation uses the same staffing structure.

Original role design; the separate public scopes of statement verification, body requirements and team competence remain relevant Part 3 ISO 14065 ISO 14066.
DecisionWorking recordReview question
ContributorUpload evidence and explain a missing quantityCannot silently replace an accepted source.
Inventory ownerResolve the boundary and calculation decisionRecords the basis for accepting the change.
Internal reviewerChallenge the calculation and request revisionCan see the earlier version and unresolved issues.
External reviewerAccess the agreed engagement evidenceDoes not inherit responsibility for the company’s input decisions.

What should the verification handover contain?

Part 3 applies to organisation, project and product GHG statements, so the export needs to identify the particular statement being examined applicable statements.

Export the engagementRequirements and evidence

Module 01 / 04

Statement

Freeze the agreed information version.

Read the detailed guidance and evidence

Ask the demonstrator to export Calder’s accepted 165-tonne statement, the 150-to-165 reconciliation and the complete evidence references for the corrected source.

UKAS describes accreditation of GHG validation and verification bodies, while ISO 14065 and ISO 14066 address body and team requirements rather than a software product credential UKAS programme body requirements team competence.

Use sustainability assurance software for the broader engagement-support workflow and define the actual reviewer’s role separately.

What should a remote-evidence demonstration test?

Part 5 provides guidance on remote activities in specified verification and validation circumstances, rather than a universal right to replace site work remote-activity scope.

The pilot may support remote work, but ISO’s public description makes its applicability conditional on the verification or validation circumstances Part 5 conditions.
DecisionWorking recordReview question
Evidence accessOpen the original file and its metadataIs a screenshot being mistaken for complete source evidence?
RecalculationFollow an exported calculation outside the toolCan the reviewer reproduce the selected result?
Query trailLink a question to a particular source versionDoes a later edit erase the response context?
Visit decisionLeave the engagement decision with the reviewerDoes the sales claim promise remote-only verification?

How should other reporting outputs be mapped?

ISO describes the series as programme neutral, with applicable programme requirements additional to its own programme neutrality.

Require a bridgeRequirements and evidence

Module 01 / 04

Basis

Identify the destination framework.

Read the detailed guidance and evidence

An export labelled “ISO 14064” is not sufficient evidence that every field in a customer questionnaire or another reporting framework has been completed additional requirements.

The GHG Protocol Corporate Standard is a separate corporate inventory framework, so a buyer should ask the supplier to explain the actual mapping rather than assert that the names are interchangeable Corporate Standard.

The sustainability software guide covers broader platform selection, while this pilot concentrates on the ISO-linked inventory and its reviewer handover.

How should buyers record the decision?

Use observable results from the shared fixture rather than treating presentation quality as evidence of control.

ISO itself does not perform certification; a product demonstration cannot be presented as an ISO-issued certificate ISO’s role.
DecisionWorking recordReview question
Boundary exceptionUnexpected site held and explainedKeep the exported decision record.
CorrectionBoth 150- and 165-tonne versions reconstructedKeep the reconciliation and approval history.
Evidence portabilitySample reproduced without vendor accessKeep the files and unresolved limitations.
Claim disciplinePreparation distinguished from independent reviewReject unsupported certification or compliance promises.

What should be agreed before procurement closes?

A practical contract brief names the deliverables, the evidence ownership and the work that remains with the company and its chosen reviewer.

Agree the handoverRequirements and evidence

Module 01 / 04

Pilot result

Attach accepted tests and outstanding gaps.

Read the detailed guidance and evidence

Calder records the unresolved connector limitation as an open procurement issue.

Part 1 remains current while its revision is under development, so the buyer also asks how future editions will be assessed and introduced without overwriting accepted records published edition revision project.

When help is required to define those decisions, scope the sustainability consultancy engagement around deliverables rather than an assumed provider identity or credential.

How should the team organise the work?

This editorial sequence supports preparation and review; it is not an ISO conformity checklist.

  1. 101

    Write the use case

    Name the inventory, period, recipients and review purpose.
  2. 202

    Record criteria

    Identify published editions and separate development material.
  3. 303

    Prepare the fixture

    Include boundary, duplicate, unit and missing-data errors.
  4. 404

    Run the import

    Observe how exceptions are held and resolved.
  5. 505

    Reproduce calculations

    Export a sampled quantity, method and result.
  6. 606

    Test the correction

    Reconstruct the 150- and 165-tonne fictional versions.
  7. 707

    Test review access

    Trace questions, responses and statement versions.
  8. 808

    Verify portability

    Use the evidence files outside the platform.
  9. 909

    Approve the brief

    Record accepted capabilities, gaps and human responsibilities.

Frequently asked

Questions people ask

What is ISO 14064 software?

It is a buyer description for tools supporting relevant GHG inventory work, while the standard itself addresses the inventory rather than naming a software certification.

Can software verify the inventory?

Software can support the evidence workflow, but a separate engagement must define the statement and verification work under the relevant criteria.

Should project savings reduce the inventory automatically?

Our pilot keeps the forecast separate because project accounting and organisation inventories have distinct purposes.

Can all verification be remote?

Part 5 applies remote techniques under specified verification or validation circumstances rather than promising that every engagement can omit site work.

Does an ISO logo prove the tool is certified?

ISO says it does not perform certification or issue certificates, so buyers should examine the actual claim and evidence.

What is the most useful export test?

Our suggested test reconstructs an accepted calculation and its correction outside the platform, preserving source identity, method, versions and review decisions.

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