Scope memo
Records the stated products, installation, trade flow, intended information use, and applicability questions requiring review.
Assess & Prepare / DEFINED ENGAGEMENT SCOPE
CBAM Exposure & Readiness
When an EU customer requests emissions information, define the product, installation, trade flow, available records, and evidence gaps before planning the customer or verifier handoff.
Review CBAM readinessWHO & WHEN
When a customer asks for emissions evidence.
Industrial producers and exporters serving EU customers, operators organizing embedded-emissions information, and public teams scoping support.
Typical starting points
- An EU customer or importer has requested product or installation emissions information.
- Production, energy, and emissions records sit with different teams and need a defined evidence trail.
- You need to distinguish applicability questions, data preparation, and independent verification responsibilities.
We agree the objective, intended use, jurisdiction, available records, and specialist needs before committing to a final work plan.
WHAT YOU RECEIVE
Defined outputs.
A usable handoff.
Evidence-gap checklist
Maps the actual customer request to available production, energy, emissions, and supporting records.
Owner map and data dictionary
Identifies the people responsible for records, units, periods, boundaries, and unresolved definitions.
Preparation and handoff roadmap
Orders the remaining work and separates producer support, customer or EU declarant responsibilities, and qualified independent review.
The final scope, output format, and review responsibilities are agreed for the engagement.
See how a question, supporting record, finding, and next action can connect in an illustrative readiness review.
Explore the sample reviewTHE WORK
A scope you can inspect.
- Screen the stated product and trade context and identify questions for applicability review.
- Map installation/product boundaries, available records, data owners, and evidence gaps.
- Define the preparation work and suitable specialist or verifier handoffs.
STARTING INFORMATION
Use the evidence you have.
- Products and trade-flow description
- Installation and process boundary information
- Available production, energy, emissions, and supporting records
- Customer or verifier information requests, where available
Start with a short project description. Detailed or confidential records belong in an agreed private process, not the public inquiry form.
ENGAGEMENT PROGRESSION
From question to next action.
- 01Define the installation and trade question
- 02Screen applicability and role assumptions
- 03Map records and data owners
- 04Review evidence gaps
- 05Prepare a readiness and handoff roadmap
SCOPE & REVIEW
Appropriate work.
Appropriate expertise.
Preparation does not replace EU declarant obligations or independent accredited verification. Product coverage, methods, and applicable obligations must be checked for the specific trade flow.
THE NEXT CONVERSATION
What’s the
decision in
front of you?
Start with the project, its location, and the question you need to resolve.
We can discuss the evidence, responsibilities, and specialist input a useful scope would need.
Review CBAM readiness info@terrajectory.com