Scope 1, 2, and 3 Data Collection Checklist

This checklist is published by OCEANS™ Sustainability, carbon-accounting software for growing US manufacturers, to help your team collect the operational data a Scope 1, 2, and 3 inventory actually needs — department by department, before you touch a spreadsheet or a platform.

How to use this checklist

Work through each department once. For every row, capture: does the record exist, who owns it, and how far back it goes.

Facilities and operations

• Utility bills (electricity, natural gas, district heating/cooling)
• Fuel purchase records for owned/leased vehicles and equipment
• Refrigerant purchase and top-up records
• On-site fuel combustion (boilers, generators, process equipment)

Finance and procurement

• General ledger exports by cost category
• Purchased-goods and capital-goods spend
• Business travel and expense reports
• Waste-hauling invoices

Human resources

• Employee commuting patterns (survey or estimate basis)
• Remote-work arrangements, if included in scope

Logistics

• Inbound and outbound freight records
• Third-party logistics invoices

Sales and customer-facing teams

• Product/service lines relevant to downstream use-phase estimates
• Customer sustainability questionnaires already received (a useful signal for which Scope 3 categories matter most)

Mark each row Available, Partially available, or Not yet available — that status is the direct input to a Scope 3 screening exercise.