ANNUAL GHG INVENTORY SUMMARY AND GOAL TRACKING FORM

USER INSTRUCTIONS

The Inventory Summary and Goal Tracking form is used for reporting of base year and annual GHG emission 

inventories. It also tracks progress towards a company's reduction goal. It was developed under EPA’s Climate 

Leaders program, an industry-government partnership that worked with companies to develop comprehensive 

climate-change strategies. Climate Leaders completed its phase down in September 2011. These instructions 

provide a basic guide to use of the form. 

Note that the form is color-coded for required information, optional reporting, and calculated fields. Separate 

sections are provided for entry of data for U.S. and Non-U.S. operations, with an additional section of calculated 

data for the total of the two. Rows for reporting of certain optional source categories can be displayed or hidden 

based on user input. All required GHG inventory emissions data is reported in metric tons of CO2-equivalents. 

Base Year Reporting:

1. Enter organization name and contact information in the top section of the form.

2. Enter the base year in the box provided. Note that the following years are automatically entered into the 

appropriate columns. For companies with multiple base years list the last year of the base year period in the form 

and enter the average emission results for the base year period in the base year column.

3. Enter the base year direct emissions into the appropriate column. Separately report each category of direct 

emissions from chemical or physical processes and fugitive sources. All sources of process / fugitive emissions 

shall be included. If more than three types of process / fugitive emissions are reported, click the "Insert Additional 

Process/Fugitive Source" button to add a row to each of the U.S., Non-U.S., and Total. Note when adding 

additional rows in the Non-U.S. portion of the form that the row will also appear in the U.S. table. The company

will need to define the name of the process in the U.S. table. 

4. Enter the base year indirect emissions. Report indirect emissions from electricity, steam, and hot water 

purchases separately. 

5.Enter any base year renewable energy credits or green power purchases and the associated indirect emissions 

adjustment. Click the "Click to Enter RECs and Green Power Purchases" button to display the appropriate rows.

6. Enter any base year optional emissions. Each optional emission source shall be listed separately. An "Insert 

Additional Optional Source" button is provided to add rows in the event the company reports more than three 

categories of optional emissions. Note when adding additional rows in the Non-U.S. portion of the form that the 

row will also appear in the U.S. table. Define the name of the optional emissions category in the U.S. table.

7. Utilities are encouraged to report the emissions from the purchased electricity sold to end users. If they

choose to do so these emissions would be reported as an optional emissions source. 

8. If applicable, enter the stationary and mobile source emissions which were emitted from combustion of 

biomass. (Note: Direct emissions reported under #3 above should not include biomass source emissions). 

Biomass CO2 emissions are not included in a company's calculated corporate total inventory or when tracking 

progress towards their reduction goal. 

Page 1 of 2
9. Organizations which use CFC or HCFC refrigerants may choose to track CFC / HCFC emissions. Click the 

"Show CFC / HCFC Data" button to display the appropriate rows. CFC / HCFC data is reported in terms of metric 

tons of gas and no Global Warming Potentials (GWPs) are applied. CFC / HCFC emissions are not included in a 

company's calculated corporate total inventory or when tracking progress towards their reduction goal. See the 

Climate Leaders guidance for Direct HFC and PFC Emissions from Use of Refrigeration & Air Conditioning 

Equipment for more information on reporting CFC / HCFC emissions. 

10. Non-utilities which generate and then sell electrical power or steam to end-users outside of their 

organizational boundaries must report all direct emissions from producing this power as described in #3 above. 

These entities may also choose to report the portion of their direct stationary source emissions allocated to the 

amount of energy sold energy outside of their organizational boundaries. If applicable, click the "Show Elec / 

Steam Sales Data" button and enter the quantity of sold electricity / steam and the associated emissions. See the 

Climate Leaders guidance for Indirect Emissions from Purchases / Sales of Electricity and Steam for guidance on 

how to allocate emissions associated with the sale. 

11. If the company chooses to report Non-U.S. emissions, enter base year emissions for all source categories as 

entered for U.S. 

12. If company progress towards goal depends on investment in external offset projects, or trades of emission 

reduction credits click the "Show Offsets" button. Enter base year data for up to three project categories; if more 

than three are tracked, click the "Insert Additional Offset" button. Note that these emissions are subtracted from 

direct and indirect emissions.

Annual and Goal Year Reporting:

1. For all categories of base year data entered, input the annual values to the appropriate column. Add any new 

source categories and appropriate data.

2. If the inventory is re-baselined, for example to accommodate an acquisition or divestiture, enter the new base 

year estimate into the "Base Year" column, and make any required corrections to the interim years annual data as 

well. See the Climate Leaders Design Principles for more information on base year adjustments. (Note: EPA will 

maintain previous year's reports in order to have a historic record of base year values.)

3. In the text boxes at the bottom of the form, enter the reporting year for which the form is being submitted and 

the date the form was completed. Indicate how many times the base year data has been adjusted since the first 

inventory submittal year and explain any base year adjustments, changes in calculation methodology, or any

other significant differences from the previous year data submittal to EPA. Click the appropriate buttons to 

increase or decrease the row height as necessary. 

Goal Tracking:

1. In the data entry area near the bottom of the form, enter the goal year.

2. Select tracking of an absolute emissions goal.

3. Enter the absolute goal as a percentage reduction from the base year. (Note: Enter the reduction percent as a 

positive value). 

Page 2 of 2
ANNUAL GHG INVENTORY SUMMARY AND GOAL TRACKING FORM

Required:

Company Name:

Reporting Year:

Inventory Contact Person: Title:

Department/Division:

Street Address:

City: State: Zip Code:

Telephone Number: Fax Number:

Email Address:

Year

EMISSIONS - Annual CO2-eq. (metric tons)

Direct Emissions

Stationary Combustion Sources

Mobile Combustion Sources

Refrigeration / AC Equip. Use

Process / Fugitive (specify source):

Total Direct Emissions 0

Indirect Emissions

Purchased and Used Electricity

Purchased and Used Steam

Purchased and Used Hot Water

Purchased and Used Chilled Water

Total Indirect Emissions 0

Optional Emissions (specify source):

Total Optional Emissions 0

Direct + Indirect + Optional Emissions

Total U.S. Emissions 0

REQUIRED SUPPLEMENTAL INFORMATION

Biomass CO 2 Emissions - (metric tons/yr.)

Total Stationary - Biomass CO2

Total Mobile - Biomass CO2

Total Indirect - Biomass CO2

OPTIONAL CFC/HCFC SUPPLEMENTAL INFORMATION -

(metric tons/yr.)

OPTIONAL ELECTRICITY/STEAM SALES INFORMATION -

0 0 0 0 0 0

Year 8 Base Year Year 4 Year 5 Year 7

0 0 0

0

--

Year 6

0 0 0

Year 10 Year 11

-- --

Year 9

0 0

0 0 0 0 0 0 0

0 0 0

--

0

0 0

-- -- -- --

Year 2 Year 3

--

Optional: Calculated:

0 0

0 0 0

0

0 0

Company Inventory - U.S.

0 0

--

0 0

Climate Leaders Reporting – Annual Inventory Summary and Goal Tracking Form Page 1 of 5 04/23/2004 VERSION
ANNUAL GHG INVENTORY SUMMARY AND GOAL TRACKING FORM

Required:

Company Name:

Reporting Year:

Optional: Calculated:

Year --

EMISSIONS - Annual CO2-eq. (metric tons)

Direct Emissions

Stationary Combustion Sources

Mobile Combustion Sources

Refrigeration / AC Equip. Use

Process / Fugitive (specify source):

Total Direct Emissions 0

Indirect Emissions

Purchased and Used Electricity

Purchased and Used Steam

Purchased and Used Hot Water

Purchased and Used Chilled Water

Total Indirect Emissions 0

Optional Emissions (specify source):

Total Optional Emissions

0

Direct + Indirect + Optional Emissions

Total Non-U.S. Emissions 0

REQUIRED SUPPLEMENTAL INFORMATION

Biomass CO 2 Emissions - (metric tons/yr.)

Total Stationary - Biomass CO2

Total Mobile - Biomass CO2

Total Indirect - Biomass CO2

OPTIONAL CFC/HCFC SUPPLEMENTAL INFORMATION -

(metric tons/yr.)

OPTIONAL ELECTRICITY/STEAM SALES INFORMATION

0

0 0 0

0 0 0 0 0

0

0 0 0

0 0 0 0 0 0

0

Year 8

--

Year 9

0

Year 7

0

0

0

0 0

--

0

Year 6 Year 10 Year 11

0 0 0

0 0

Company Inventory - Non-U.S.

[OPTIONAL]

Year 2 Year 3 Year 4

Base Year

-- -- --

Year 5

-- -- --

0 0

0

--

0

0

--

0

0 0

Climate Leaders Reporting – Annual Inventory Summary and Goal Tracking Form Page 2 of 5 04/23/2004 VERSION
ANNUAL GHG INVENTORY SUMMARY AND GOAL TRACKING FORM

Required:

Company Name:

Reporting Year:

Optional: Calculated:

Year --

EMISSIONS - Annual CO2-eq. (metric tons)

Direct Emissions

Stationary Combustion Sources --

Mobile Combustion Sources --

Refrigeration / AC Equip. Use --

Process / Fugitive (specify source):

--

--

--

--

Total Direct Emissions 0

Indirect Emissions

Purchased and Used Electricity --

Purchased and Used Steam --

Purchased and Used Hot Water --

Purchased and Used Chilled Water --

Total Indirect Emissions 0

Optional Emissions (specify source):

--

--

--

Total Optional Emissions 0

Direct + Indirect + Optional Emissions

Total Emissions 0

REQUIRED SUPPLEMENTAL INFORMATION

Biomass CO 2 Emissions - (metric tons/yr.)

Total Stationary - Biomass CO2 --

Total Mobile - Biomass CO2 --

Total Indirect - Biomass CO2 --

OPTIONAL CFC/HCFC SUPPLEMENTAL INFORMATION -

(metric tons/yr.)

OPTIONAL ELECTRICITY/STEAM SALES INFORMATION

0 0

-- -- -- --

-- --

0 0 0 0 0 0

-- --

0

-- -- -- --

0 0

-- --

-- -- -- -- -- --

-- -- -- -- --

0

-- -- --

-- --

-- -- --

-- -- -- -- -- --

-- --

--

--

-- -- -- -- -- --

-- -- -- --

--

-- -- -- -- --

-- --

-- -- --

--

--

-- -- --

--

0

--

--

--

--

0 0 0 0 0 0 0 0

--

-- --

-- -- --

-- -- -- -- --

--

--

0

--

--

0 0 0 0 0 0 0

-- -- --

-- -- -- --

--

-- -- -- --

--

--

0

-- --

0

-- --

-- -- --

-- --

-- --

--

--

--

--

--

--

0

--

--

0

--

--

-- --

--

Year 5 Year 6

--

0 0

-- --

0

-- --

-- --

0

-- --

-- -- -- -- -- --

--

-- -- --

--

--

-- --

--

--

Year 7

-- --

--

-- -- --

0

Company Inventory - Total

(U.S. + Non-U.S.)

Year 2 Year 3 Year 4

Base Year

--

Year 8 Year 9 Year 10 Year 11

-- -- -- -- --

--

--

--

--

0

--

--

--

0

-- --

--

-- -- -- -- -- --

Climate Leaders Reporting – Annual Inventory Summary and Goal Tracking Form Page 3 of 5 04/23/2004 VERSION
ANNUAL GHG INVENTORY SUMMARY AND GOAL TRACKING FORM

Required:

Company Name:

Reporting Year:

Optional: Calculated:

Year --

Reductions from RECs and Green Power Purchases to Indirect 

Emissions - Annual CO 2 -eq. (metric tons)

Total MW-hr of RECs/Green Power

Total Reductions from RECs/Green Power

Reductions from Offsets - 

Annual CO 2 -eq. (metric tons)

Offsets (specify source): Landfill MethaneAfforestation Transportation: Bus Fleet Upgrade Cement Kiln Manure Management: Anaerobic Digester Iron and Steel Commercial Boiler Industrial Boiler SF6 Repair and Replacement Other

Total Reductions from Offsets 0

Absolute Normalized Absolute

Year --

ABSOLUTE EMISSIONS GOAL TRACKING

CO2-eq.

(metric tons)

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

Total U.S. Emissions -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --

Total Non-U.S. Emissions -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --

Total Absolute Emissions -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --

CO2-eq.

(metric tons)

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

CO2-eq.

(metric tons)

% change 

from base yr

Total Reductions from External Projects -- -- N/A -- N/A -- N/A -- N/A -- N/A -- N/A -- N/A -- N/A -- N/A -- N/A

Total Net Absolute Emissions -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --

Goal Year Absolute Emissions Target N/A -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --

Date Form Completed:

Year 2

-- -- --

Year 6

--

Number of times base year has been adjusted since 

the first inventory submittal:

Base Year Year 3 Year 5 Year 7 Year 8 Year 9 Year 10 Year 11

Absolute

Company Base Year: --

Company Goal Tracking

0 0 0

--

0

-- -- --

Year 9 Year 10

-- -- --

0

Year 11 External Projects Year 2 Year 3 Year 4

Base Year

Year 5 Year 6 Year 7 Year 8

Year 4

0 0 0 0

(expressed as a percent decrease from base year)

20%

0

Company Goal Year:

Goal Emissions Tracking:

Goal Year Emissions Target:

2012

--

--

--

-- --

-- -- -- --

Climate Leaders Reporting – Annual Inventory Summary and Goal Tracking Form Page 4 of 5 04/23/2004 VERSION
ANNUAL GHG INVENTORY SUMMARY AND GOAL TRACKING FORM

Required:

Company Name:

Reporting Year:

Optional: Calculated:

Identify any major differences from the 

previous year's inventory (e.g. emission 

reduction activities, changes in 

operations):

Other general comments:

Identify and describe any structural or 

methodolgy changes applied to the base 

year inventory since the previous 

reporting (e.g. acquisitions, new 

calculation methodologies):

Climate Leaders Reporting – Annual Inventory Summary and Goal Tracking Form Page 5 of 5 04/23/2004 VERSION