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  2. Carbon Border Adjustment Mechanism (CBAM)
  3. Assessment Guide

How do I fill in the MS-Excel file template?

This is a step-by-step explanation on how to fill in the CBAM template.

  1. Go to the first tab “Enter product & emissions data”.
  • You only need to fill in your data in this tab.
  • Very important: Please do not change any format, the order or header of any column.
  • You should only provide data for the articles that are listed in that template. You do not have to add any additional products. Some data regarding these products is already pre-filled from your customer.
  • Reminder: Only fill out the empty & white fields, yellow fields are filled in automatically and grey fields can be ignored. 
     
  1. Article Information (column A – I):
  • Each line represents one CBAM article for which your customer has requested data.
  • Please select the “Aggregated Goods Category” (column C) from the drop-down menu for each article.
  • Please select the “Article Country of Origin” (column I) from the drop-down menu and confirm in which country the products have been produced.
  • The rest of these columns are pre-filled from your customer and displayed for your information. Please do not change or delete any given data (Article ID, Name, Quantity, …). 
     
  1. Importer Information (column J – M):
  • All columns are pre-filled from your customer. Please do not change or delete any given data (Importer ID, Name, City, …). 
     
  1. Supplier and Contact Information (column N – T):
  • The Supplier ID (column N) is pre-filled from your customer. Please do not change this ID. If you have any concerns about this ID, please contact your customer.
  • The columns Supplier Company Name, Supplier City and Country Code Supplier (column O – Q) are already pre-filled from your customer. If this data is not correct, please fill in the correct data.
  • Please fill in the requested contact information such as Supplier Contact Name, Email and Telephone Number (column R – T). This is mandatory information. 
     
  1. Installation Information (column V – AA):
  • Please fill in data regarding the installation or factory in which the product has been produced.
  • Your “Installation ID” is requested in column U.
    • This ID is issued by your national authorities where the production site is located. In many cases, it originates from existing emissions trading systems or environmental registrations.
    • If such an ID is not available, please contact the competent authority in your country or fill in “not available”.
  • The UN/LOCODE (United Nations Code for Trade and Transport Locations, column W) is a unique five-character geographic coding system to identify locations used in international trade.
    • The first two letters represent the country code (ISO 3166-1 alpha-2), the last three letters represent the location identifier (city, port or transport hub)
    • Example: CNSHA → Shanghai, China (Port)
    • If you are looking for the UN/LOCODE of your factory’s location, please access the UN/LOCODE Directory (link) and search for your country and your city.
  • The coordinates of your factory (column Y – AA) are not mandatory, but you can provide them if available.
     
  1. Production Method Information (column AC – AF):
  • Please select the applicable production method description (column AC) from the drop-down menu depending on your product.
  • Only relevant for steel products: Indicate the Steel Mill Identification Number (column AE). This is not mandatory to share.
    • The Steel Mill Identification Number (SMID) is a unique code assigned to a steel mill to identify the origin of steel products.
    • You can find this number in Mill Test Certificates (MTCs) and industry databases with all registered steel mills.
  • If you have produced your CBAM articles (only relevant for complex goods) with any raw materials as precursors that also fall under CBAM, you can indicate that in column AF Precursor. This is not mandatory to share. 
     
  1. Direct Embedded Emissions Information (column AG – AT):

Specific Direct Embedded Emissions are the CO₂e emissions directly produced at the manufacturing site during the production process of a CBAM-covered product (example: emissions from burning fossil fuels in a steel mill).

  • Please confirm in column AG “Reporting Methodology for Direct Embedded Emissions” that you have calculated the respective emissions according to the EU Commission rules (EU calculation methodology) by selecting that in the drop-down menu. Only this method is now accepted by the EU Commission. 

If you have questions regarding that method, please read the EU guidance document for installation operators outside the EU (link), which is available in 12 languages. You can also watch the recording of an information session conducted by the EU Commission per sector in which they also explained this methodology (link). 

  • The EU requests actual data. Therefore, the column AI “Determination of Direct Embedded Emissions” asks you to confirm that you have calculated the respective emissions with actual data.
  • All columns between AK and AS are only relevant if you are selling electricity to your customer (CN code 271600). If these columns are grey in your template, please ignore them.
  • Please indicate in column AT “Specific Direct Embedded Emissions”, the emissions you have calculated for this product in tCO2e/t.
    • Only fill in the number in English notation (using a dot as decimal separator).
    • The unit is automatically shown in column AU. Please do not change the unit. 
       
  1. Indirect Embedded Emissions Information (column AW – BJ):

Specific Indirect Embedded Emissions are the CO₂e emissions from electricity consumption used in the production of a CBAM-covered product (example: emissions from the power grid supplying energy to a steel mill).

  • Please select in column AW “Determination of Indirect Embedded Emissions” if you have calculated your indirect emissions with actual data or with other methods including default values.
  • Please indicate in column AY how much electricity has been consumed to produce that article. The unit should be MWH/t of that article.
    • You can get this information from your electricity bills, which can then be split up into your different production processes.
  • Please select the source of your electricity in column AZ from the drop-down menu:
    • Direct technical link to electricity generator
    • (Bilateral) power purchase agreement
    • Received from grid
  • Please select the source for your electricity emission factor that you used to multiply your electricity consumed
    • Calculation: electricity consumed x electricity emission factor = indirect embedded emissions.
    • The preferred source is “Commission based on IEA (International Energy Agency) data”. You can find the emission factors from the IEA here.
  • If you have selected “Other” as a source of electricity emission factor in column BB, please indicate in column BD which source you have used. Column BE “Alternative source” is only optional.
  • Please enter in column BF “Electricity Emission Factor” the emission factor that you have used to calculate your indirect embedded emissions. The unit should be tCO2e per MWH.
  • Please enter in column BG your “Specific Indirect Embedded Emissions” that you have calculated for this product in tCO2e/t.
    • Calculation: electricity consumed x electricity emission factor = indirect embedded emissions
    • Only fill in the number in English notation (using a dot as decimal separator).
    • The unit is automatically shown in column BH. Please do not change the unit.
       
  1. Total Embedded Emissions Information (column BJ):

Total Embedded Emissions are the sum of direct and indirect emissions generated during the production of a CBAM-covered product, including both on-site emissions and emissions from electricity consumption.

  • Please calculate the sum of your Specific Direct Embedded Emissions and Specific Indirect Embedded Emissions and put that into column BJ.
    • Calculation: direct emissions + indirect emissions = total emissions
    • Only fill in the number in English notation (using a dot as decimal separator).
    • The unit is automatically shown in column BK. Please do not change the unit. 
       
  1. Carbon Price Paid Information (column BM – CA):

The carbon cost already paid in the country of production, such as a carbon tax or emissions trading system. If a local carbon price was paid, your customer can deduct this amount from the CBAM obligation, reducing the number of CBAM certificates they need to buy. 

  • Please state in column BM if a local carbon price was already paid for this product in the country of origin. Please select from these drop-down options:
    • NO
    • Carbon tax
    • Carbon levy
    • Carbon fee
    • Emission allowances under a greenhouse gas emissions trading system in the context of a national ETS
    • Emission allowances under a greenhouse gas emissions trading system in the context of a regional ETS
  • If you have selected “NO” and you have not yet paid any carbon price, then you have completed this MS-Excel template, and the rest of the columns are not necessary for you. Please continue with these steps:
    • Save the file on your device, go back to your IntegrityNext profile and the respective CBAM assessment for which you have filled out the template.
    • Upload this file into the corresponding drop zone of the assessment or click on “select file” to select it directly from your computer.
    • After that, our system is running an automated validation of your data. This validation step is explained in the next chapter (Step 5) of this guide.
  • If you have already paid a local carbon price in the country of origin, you have to specify with the drop-down menu in column BM what kind of carbon price and all columns until CA are required to be filled out by you. You will see that they change from grey to white. 

You need to provide this information:

  • country code
  • currency
  • effective carbon price due with rebates deducted
  • description of the legal act
  • exchange rate of your local currency to EURO
  • type of goods covered by the carbon price
  • quantity of emissions covered by the carbon price
  • quantity of product covered by the carbon price 

After that, you have completed this MS-Excel template and all columns from CB onwards are not necessary to be filled out. 

Please continue with these steps: 

  • Save the file on your device, go back to your IntegrityNext profile and the respective CBAM assessment for which you have filled out the template.
  • Upload this file into the corresponding drop zone of the assessment or click on “select file” to select it directly from your computer. 

After that, our system is running an automated validation of your data.

🔎 To complete the CBAM assessment efficiently and ensure accuracy, we recommend viewing our CBAM video tutorials.

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