# Prerequisites for the Bilan Carbone® method

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<summary>Have the documents required for the evaluation been submitted?</summary>

In order for its assessment to be evaluated, the organisation submits the documents required to the evaluation team. The list of these documents can be found in the dedicated reporting section, in [Bilan Carbone® methodological guide](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/bibliography#guide-methodologique-bilan-carbone-r). To make the evaluation easier, an automated list is available in the[evaluation tool](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/bibliography#outil-devaluation-des-bilans).

Certain supporting documents remain valid for several years, and carrying out a Bilan Carbone® approach regularly, especially for higher maturity levels, should not require the organisation to systematically redo analyses that remain relevant. The evaluator therefore has a validity period for certain deliverables:&#x20;

* The action plan and its quantifications, the objectives of the transition plan as well as its pathway, remain valid for a period of **2 years**. However, it is necessary to keep the monitoring of the transition plan up to date;
* The whole stakeholder engagement process and the actions carried out remain valid for a period of **2 years** ;
* for an Advanced level: the risk analysis remains valid for a period of **10 years** ;

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<summary>Has the project team been trained?</summary>

In order for the assessed assessment to be considered a Bilan Carbone®, the project team that carried out the assessment must be [trained](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/bibliography#formation-a-la-methode-bilan-carbone-r). The requirements vary depending on the [maturity level](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/glossary#niveau-de-maturite-bilan-carbone-r) of the organisation:

* **for an Initial Bilan Carbone®:** The person or team operationally responsible for the assessment (internal or external) is trained in the Bilan Carbone® method
* **for a Standard Bilan Carbone®:** The coordinator and the operational staff (internal or external) are trained in the Bilan Carbone® method.&#x20;
* **for an Advanced Bilan Carbone®:** The member of management responsible for the approach has completed the training for decision-makers. The coordinator, the operational staff and any external support are trained in the Bilan Carbone® method. Representatives from each department take part in the implementation of the transition plan and have completed the training for decision-makers.

The training completed and its timing and currency must be in line with the [specifications](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/bibliography#abc-association-pour-la-transition-bas-carbone) set by the Association for Low Carbon Transition (ABC).

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<summary>Is the tool used compliant with the Bilan Carbone® methodology?</summary>

In order for the verified assessment to be considered a Bilan Carbone®, it must be carried out using the Bilan Carbone® Excel tool, the BC+® software, or any other tool following the Bilan Carbone® method and having passed ABC's tools compliance audit (a list of these tools is available in [the directory of compliant tools](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/bibliography#abc-association-pour-la-transition-bas-carbone) published on the ABC website).

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<summary>Has management been properly involved in the Bilan Carbone® approach?</summary>

In order for the assessed assessment to be considered a Bilan Carbone®, management must be involved in the approach. The requirements vary depending on the [maturity level](https://www.bilancarbone-evaluation.com/guide-devaluation-des-bilans-en/resources/glossary#niveau-de-maturite-bilan-carbone-r) of the organisation:

* **for an Initial Bilan Carbone®:** A coordinator is appointed internally. They lead the approach and are then responsible for drawing up, implementing and monitoring the transition plan.
* **for a Standard Bilan Carbone®:** A member of management is responsible for the approach. A coordinator is appointed internally: they lead the approach and are then responsible for drawing up, implementing and monitoring the transition plan. The main operational functions concerned by the transition plan also take part in its development.
* **for an Advanced Bilan Carbone®:** A member of management is responsible for the approach. A coordinator is appointed internally: they lead the approach and are then responsible for drawing up the transition plan with the support of the main operational functions concerned. The implementation and monitoring of the transition plan are the responsibility of the main operational functions and at least one member of management is responsible for its application within the organisatio&#x6E;**.**

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