Docs/Templates

Evidence checklists

Use these checklists to validate that your evidence holds up — before an auditor, customer or banker asks.

Why this matters

Most evidence problems are predictable. Running through a 5-minute checklist quarterly catches 90% of them before they become real issues.

Who is concerned?

  • Compliance, finance and quality teams.
  • Anyone preparing for a customer audit, tender or due diligence.

Key operational implications

  • Run each checklist at least once per declaration cycle.
  • Treat any unchecked item as a real gap, not a formality.

Common mistakes

Checking only at audit time

By then, gaps cost weeks of catch-up. Run quarterly.

Self-assessment by the same person

Have someone outside the workflow review evidence.

Audit-ready evidence checklist

  • Every declaration line traces to a source file.
  • Methodology is documented and versioned.
  • Calculations exist as working files, not just PDFs.
  • Supplier letters are stored, not summarized.
  • Folder structure is consistent across periods.
  • Access and modification history is available.

Supplier evidence checklist

  • Tied to a specific production installation.
  • Methodology and standard explicitly named.
  • Reporting period stated.
  • Signed letter or attached source document.
  • Numbers within plausible ranges.
  • Dated within the last 12 months.

Methodology checklist

  • Standard referenced (ISO 14067, GHG Protocol, EU CBAM rules).
  • Boundary explicitly defined.
  • Assumptions documented.
  • Version number and date.
  • Owner and reviewer named.
  • Change log maintained.

Documentation completeness checklist

  • All in-scope products covered.
  • All in-scope suppliers contacted.
  • All declarations filed for the period.
  • All evidence stored in the central vault.
  • No reliance on personal inboxes or local drives.

What companies should do next

  • Schedule a quarterly evidence review.
  • Assign a clear owner per checklist.
  • Track gaps as actions, not as notes.

Mission17 can help with

Operational support

  • Each checklist runs automatically against your evidence vault.
  • Gaps are surfaced as actions with owners and deadlines.
  • Mock audit reports per regulation, on demand.

Get operational

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