Program and Project Documents

The following tables show the documents that are required for each account holder and project, what account or project phase the document pertains to, and if the document is available for public review. Please use the menu immediately below to sort the documents by project type.

All Projects

Document Description Project / Account Phase Privilege
Account Holder Project Transfer Form This form is required for project transfers between Account Holders. General Private
Attestation of Title A statement that the project developer has title to the project reductions. The entity that has signed this form should be the account holder on the Reserve. Verification Public
Attestation of Regulatory Compliance This form attests to the project’s compliance status throughout the project reporting period. The form identifies specific dates during the reporting period over which the project was in material compliance with all laws. In addition, the form confirms that the project developer has disclosed to their verification body in writing any and all instances of non-compliance of the project with any law. Verification Public
Attestation of Voluntary Implementation This form confirms that the project was implemented and established voluntarily and continues to operate as such. The project developer further attests that at no time was the project required to be enacted by any law, statute, rule, regulation or other legally binding mandate by any federal, state, local or foreign governmental or regulatory agency having jurisdiction over the project. Verification Public
Consent to Release Early Action Offset Credit Holding Information This form allows Early Action Offset Credit holders to opt in to release their contact information to designated parties. The Reserve will release contact information only and not specify the quantity of EAOC holdings. General Private
Designation of Authority Form This form allows an account holder agent to obtain information about an account that they do not hold. This form is signed by both the account holder and account holder agent. Account Approval / Otherwise Requested Private
Request for Early Action Offset Credit Holder Information Form This form is required when a verification body wishes to receive a list of parties that hold greater than 30 percent of CRTs from an early action offset project. Only ARB-approved verification bodies performing regulatory verification for an early action offset projects will be given access to this information as it pertains to section 95990 of the Cap and Trade regulation. Prior to Verification Private
Notification of Verification Activity & Conflict of Interest (NOVA/COI) Form A form detailing the scope and plan for verification activities and the relationship between a verification body and project developer, in order for the Reserve to determine conflict of interest. Prior to Verification Private
Operating Procedures A document regarding general use of the Reserve software, including rules and guidelines for performing common tasks and what you can expect as a user of the system. General Public
Program Manual A document that summarizes the overarching rules, policies and procedures for registering projects and creating offset credits with the Reserve. General Public
Project Listing Notification Letter This letter is only required if the project has previously registered reductions with another registry or similar system. This letter is submitted by the project developer to the previous registry. Project Submittal Private
Project Registration Extension Form to request a project registration extension. Verification Public
Registry Project Transfer Attestation Form This form is only required if the project has previously registered reductions with another registry or similar system. Project Submittal Public
Regulated Person Attestation This form is required for Trader/Broker/Retailer account holders who are holding credits on behalf of a third party. Account Approval / Otherwise Requested Private
Request for Project Variance Form to request a variance on monitoring or calculation methods of a specific project. Project Submittal Private
Terms of Use This document sets out the terms by which the Reserve has agreed to provide account holders with access to use the Reserve software. Account Application Private
Variance Tracking Log The variance log summarizes information for all variances approved by the Reserve. The log includes information regarding the project developer, the project name, the protocol version and section of relevance, and what the variance is related to. All variance approval letters are accessible through our public reports and contain more specific information relative to the variance. This log will be regularly updated by Reserve staff. General Public
Verification Statement The official confirmation and final statement of findings, detailing the number of CRTs issued, the vintages (if more than one) and the standard used to verify CRTs. Verification Public
Verification Policies Acknowledgment, Agreement, and Verification Staff Reporting Form Verification bodies must have a duly authorized representative of its organization sign and submit the legally binding form to the Reserve in order to be eligible to conduct verification activities under the Reserve program. The purpose of this required agreement between the Reserve and its verification bodies is to ensure that personnel performing verification activities are aware of their roles, responsibilities, and obligations under the program. This includes an attachment of a Verification Staff Reporting Form with a roster of all staff members who will be designated verifiers and serve as key personnel on Reserve projects. This form must be updated annually. General Private
Verification Staff Reporting Form Extra Tables If there is not enough room in the Verification Policies Acknowledgment, Agreement, and Verification Staff Reporting Form to list all staff that will participate in verification activities, please use the additional tables in this document and submit them along with the original form. General Private
Verification Program Manual A document for verification bodies that gives insight into the verification process, the requirements for conducting verification (like accreditation and training), conflict of interest and confidentiality provisions, and the core verification activities expected under the Reserve. General Public
Zero-Credit Reporting Period Election Form A form that must be signed and submitted by the project developer when electing to take a zero-credit reporting period. See section 3.3.3 of the Reserve Program Manual for more information. Verification Public

Coal Mine Methane Projects

Document Description Required Phase Privilege
Coal Mine Methane Project Submittal Form A proposal to undertake a coal mine methane project. Project Submittal Public
Project System Diagram Diagrammatic representation of the mine that illustrates how the project is defined and includes the location, quantity and type of boreholes, ventilation shafts, eligible destruction devices and non-qualifying destruction devices within a project’s GHG Assessment Boundary. Verification Private

Forest Projects (Version 3.0 to current version)

(Improved Forest Management, Reforestation, Avoided Conversion)
Document Description Required Phase Privilege
Forest Project Submittal Form A proposal to undertake an Improved Forest Management, Reforestation, or Avoided Conversion project. Project Submittal Public
Offset Project Listing Information Form - Compliance Protocol Project Listing Information Form for submitting a compliance offset project under the California Air Resources Board compliance protocol for forest projects. Project Submittal Public
Physical Boundary Map Map that shows the physical boundary for the project it should illustrate:
  1. Public and private roads
  2. Towns
  3. Major Watercourses (4th order or greater)
  4. Topography
  5. Townships, Ranges, and Sections or Latitude and Longitude
  6. Existing land cover and land use (Optional)
  7. Forest vegetation types (Optional)
  8. Site classes (Optional)
Project Submittal Public
Real Estate Appraisal This report is only required for Avoided Conversion projects to disclose information to satisfy the performance test. Verification Private
Project Implementation Agreement An agreement between the Reserve and a Forest Owner setting forth the Forest Owner’s obligation to comply with the Forest Project Protocol and the rights and remedies of the Reserve in the event of any failure of the Forest Owner to comply with its obligations. Note: This is the final version of the Project Implementation Agreement, the document indicates that it is a draft as it is not considered final until it is fully executed by both the Project Developer and the Climate Action Reserve. Verification Public
Project Design Document A standard document for reporting required information about a forest project. The Project Design Document must be submitted for review by a verifier and approved by the Reserve before the forest project can be registered with the Reserve. Verification Public
Annual Monitoring Report A report stating the project’s estimated annual carbon stocks, attesting that the project is carrying out the intended project activities, and confirming that the project’s carbon stocks are increasing or decreasing in accordance with initial projections. Verification Public

Landfill Projects

Document Description Required Phase Privilege
Landfill Project Submittal Form A proposal to undertake a landfill gas capture and destruction project. Project Submittal Public
Pre-Existing Landfill System Diagram A pre-existing landfill system diagram is only required if there is a pre-existing, active landfill gas collection and destruction system at the project site. Project Submittal Public
Project System Diagram A project diagram is required for non-sequestration projects. See the example landfill diagram for recommended format and content. Verification Private
Landfill Project Sample Monitoring Report This report is required when a project elects to take a zero-credit reporting period (see section 3.3.3 of the Reserve Program Manual for more information). Verification Private

Livestock Projects

Document Description Required Phase Privilege
Livestock Project Submittal Form A proposal to undertake a livestock gas capture and destruction project. Project Submittal Public
Offset Project Listing Information Form - Compliance Protocol Project Listing Information Form for submitting a compliance offset project under the California Air Resources Board compliance protocol for livestock projects. Project Submittal Public
Livestock Baseline Diagram Diagrammatic representation of the waste management system existing on the project site prior to project implementation. Project Submittal Public
Project System Diagram A project diagram is required for non-sequestration projects. See the example livestock diagram for recommended format and content. Verification Private
Livestock Sample Monitoring Report This report is required when a project elects to take a zero-credit reporting period (see section 3.3.3 of the Reserve Program Manual) or when choosing verification period Option 3 (see section 8 of the Livestock Project Protocol). Verification Private
Reserve Livestock Calculation Tool Version 3.0d (October 3, 2012) The Reserve has developed the Beta Livestock Calculation Tool to assist with the quantification of projects using the Livestock Project Protocol. If you are developing a livestock project and would like to receive a copy of this tool, please send an e-mail to reserve@climateactionreserve.org. In the body of the e-mail message, please include the following information: Reserve Project ID number, dates of the current reporting period for your project, and version of the livestock protocol for which the tool will be used (the U.S. Livestock Project Protocol is currently the only variant that is supported, but other versions of the tool may be available at a later date). Verification Private
Livestock Project Design Document The purpose of this document is to assist livestock project developers in identifying high areas of risk, highlight important aspects of the Livestock Project Protocol, and facilitate verification.To request a copy, please send an email to reserve@climateactionreserve.org and indicate your Reserve Project ID number and dates of the current reporting period. Verification Private

Nitric Acid Production Projects

Document Description Required Phase Privilege
Nitric Acid Production Project Submittal Form A proposal to undertake a nitric acid production project. Project Submittal Public
Project System Diagram Diagram of the nitric acid plant showing where the project is located within the nitric acid plant. Verification Private

Nitrogen Management Projects

Document Description Required Phase Privilege
Nitrogen Management Project Submittal Form A proposal to undertake a nitrogen management project. Project Submittal Public
List of Enrolled Fields Spreadsheet in *.csv file format that contains the serial number, county, state, and names of the project participants for each field enrolled in the project. The field serial number is determined by the following algorithm: first letter of the county – latitude of the most NW point of the field – longitude of the most NW point of the field – acreage of the field. (Example: B-39.6123-121.5332-76 would be a 76-acre field in Butte County, CA.) The List of Enrolled Fields must be up-to-date prior to the commencement of verification services. Project Submittal Private

Organic Waste Composting Projects

Document Description Required Phase Privilege
Organic Waste Composting Project Submittal Form A proposal to undertake an organic waste composting project. Project Submittal Public
Project System Diagram A project diagram is required for non-sequestration projects. See the example diagrams for recommended format and content. Verification Private

Organic Waste Digestion Projects

Document Description Required Phase Privilege
Organic Waste Digestion Project Submittal Form A proposal to undertake an organic waste digestion project. Project Submittal Public
Baseline Diagram: Digesting Agro-Industrial Wastewater A diagrammatic representation of the waste management system(s) existing prior to project implementation if the project is digesting agro-industrial wastewater. Project Submittal Public
Baseline Diagram: Co-Digesting Manure A diagrammatic representation of the manure management system(s) existing prior to project implementation if the project is co-digesting with manure. Project Submittal Public
Project System Diagram A project diagram is required for non-sequestration projects. See the example diagrams for recommended format and content. Verification Private

Ozone Depleting Substances Projects

Document Description Required Phase Privilege
Ozone Depleting Substances Project Submittal Form A proposal to undertake an ozone depleting substances project. Project Submittal Public
Offset Project Listing Information Form - Compliance Protocol Project Listing Information Form for submitting a compliance offset project under the California Air Resources Board compliance protocol for ozone depleting substances projects. Project Submittal Public
Certificate of Destruction An official document provided by the destruction facility certifying the date, quantity, and type of ODS destroyed. Verification Private
Laboratory analysis of ODS composition ODS composition analysis by an AHRI certified laboratory Verification Private
Project System Diagram A project diagram is required for non-sequestration projects. See the example ozone depleting substances diagram for recommended format and content. Verification Private

Rice Cultivation Projects

Document Description Required Phase Privilege
Rice Cultivation Project Submittal Form A proposal to undertake a rice cultivation project. Project Submittal Public

Urban Forest Projects

Document Description Required Phase Privilege
Urban Forest Project Submittal Form A proposal to undertake an urban forest project. Project Submittal Public
Offset Project Listing Information Form - Compliance Protocol Project Listing Information Form for submitting a compliance offset project under the California Air Resources Board compliance protocol for urban forest projects. Project Submittal Public
Physical Boundary Map Map that shows the physical boundary for the project. Project Submittal Public
Urban Forest Tree Maintenance Plan A documentation of planned tree maintenance activities and expenditures. Verification Private
Urban Forest Tree Monitoring Plan A documentation of planned tree measurement and monitoring activities. Verification Public