Green ClaimsTemplateEU

EU Green Claims Directive Green Claims Substantiation Template

A substantiation record template for explicit environmental claims: wording, boundary, environmental aspect, evidence, method, comparison, carbon-credit treatment, verification, and publication history.

Use it before a claim is generated in EU business-to-consumer marketing, packaging, web copy, labels, or equivalent public communications.

Author
Sorena AI
Published
May 9, 2026
Updated
Jul 25, 2026
Sections
5

Structured answer sets in this page tree.

Primary sources
6

Cited legal and guidance references.

Publication metadata
Sorena AI
Published May 9, 2026
Updated Jul 25, 2026
Overview

Use this internal template to keep a voluntary explicit environmental claim tied to its product or trader boundary, environmental aspect or impact, , other evidence, method, and consumer explanation. It is not an official EU form. The Green Claims file remains a proposal: a 2026 Council document says negotiations are at a standstill and no agreement is expected in 2026, and no final verifier route, certificate form, or application date is established.

Section 1

Claim record fields

Start the record with the exact claim that will be shown to consumers. The proposal and Council text both require the substantiation assessment to specify whether the claim concerns a whole product, part of a product, a product aspect, all trader activities, or a defined part or aspect of those activities.

Do not use this field for broad green marketing slogans. If the wording says or implies an environmental benefit, the record should name the specific environmental aspect, impact, or performance being claimed and the product, service, process, trader, activity, market, and medium where the claim will appear.

  • Claim text: quote the exact words, symbols, label text, score, comparison, future-performance wording, or climate-related statement that consumers will see.
  • Claim generator: name the trader that first introduces the explicit environmental claim in EU business-to-consumer commercial practice, not only the retailer that repeats it unchanged.
  • Subject boundary: choose one and describe it precisely: whole product, component, packaging, process, use phase, end-of-life, whole trader, business unit, site, value chain activity, or environmental label criterion.
  • Environmental characteristic: identify the claimed environmental aspect, environmental impact, or environmental performance, and state whether the claim is product-level, trader-level, label-related, comparative, climate-related, or future-performance related.
  • Legal-baseline check: state why the claim goes beyond requirements already imposed by law for the product group or sector.
Section 2

Evidence and method fields

The substantiation record should separate , secondary information, and the method used to turn evidence into the public claim. For product and trader claims, the proposal requires accurate information, widely recognised scientific evidence, relevant international standards, and consideration of relevant life-cycle impacts.

When a PEF, OEF, PEFCR, OEFSR, LCA, ecolabel criterion, Union product rule, or other recognised method is used, record why that method fits the claim. If the claim concerns only a specific aspect such as recycled content, reparability, durability, or a single life-cycle stage, record why a broader footprint method is or is not necessary for that claim.

  • Evidence source: list each study, calculation, test report, supplier declaration, bill of materials, metering record, dataset, ecolabel certificate, PEF/OEF study, or legal method used.
  • : identify company-specific measured or collected data available to the trader for the environmental characteristic claimed.
  • Secondary information: identify representative literature, engineering studies, patents, databases, or other sources used where is not available.
  • Method: name the assessment method, standard, PEFCR, OEFSR, LCA boundary, lab test protocol, calculation rule, or sector/product rule used, and capture assumptions, limitations, cut-offs, allocation rules, and data quality checks.
  • Significance and trade-offs: state why the claimed aspect or impact is significant from a life-cycle perspective and whether the claimed improvement creates significant harm or transfers negative impacts elsewhere.
  • PEF/OEF relevance: for product footprint claims, record whether PEF or an applicable PEFCR was used; for trader or organisation footprint claims, record whether OEF or an applicable OEFSR was used; if not used, explain why the method is not suited to the claim.
Recommended next step

Turn green-claim wording into a substantiation record

This template helps connect each explicit environmental claim to its boundary, evidence, method, comparison, carbon-credit treatment, verification status, and publication record before it appears in consumer-facing materials.

Section 3

Comparative and climate-claim fields

Comparative claims need their own substantiation block because the proposal requires equivalent data, equivalent sourcing, equivalent value-chain coverage, equivalent environmental coverage, and equivalent assumptions for the products or traders being compared. The Council text also calls for the substantiation summary to include the data, methodology, comparability justification, and baseline year.

Climate-related claims need a separate carbon-credit block. Product claims that present a neutral, reduced, or positive greenhouse gas impact based on offsets are treated differently from trader-level climate claims. Where carbon credits are involved, the record should separate gross emissions, reductions, removals, credits, time period, scheme, registry, and whether the public wording is a contribution claim or an offset claim.

  • Comparative basis: name the comparator product or trader, explain why it is comparable, identify the relevant market, and state whether the comparator is still sold or active.
  • Equivalent comparison file: keep matched data sources, generation method, value-chain stages, environmental impacts/aspects/performance covered, assumptions, and any baseline year.
  • Improvement claim: if the comparison is against an earlier product from the same trader or a product no longer sold, record why the improvement is significant and recent, and what other relevant environmental effects changed.
  • Climate-claim type: classify as actual life-cycle impact claim, future-performance claim, contribution claim, offset claim, or other trader-level greenhouse gas claim.
  • Carbon-credit treatment: record gross emissions separately from reductions, removals, and credits; identify quantity in tCO2e, time period, credit scheme, registry, certification or verification route, permanence where relevant, and the percentage of emissions balanced out if the claim is an offset claim.
  • Product-offset stop point: do not use this template to approve product-level carbon neutral or reduced-impact wording when the claimed product impact depends on greenhouse gas offsets outside the product life cycle.
Section 4

Verification, status, and publication record

The record should distinguish current legal status from internal readiness status. The Green Claims Directive is a proposal in the ordinary legislative procedure. A 2026 Council document describes negotiations as at a standstill and says no agreement is expected in 2026, but that statement is not a formal withdrawal or final act. Do not enter final-law dates, official forms, verifier appointments, or certificate routes that do not exist.

For public communication, keep a publication record that mirrors the information expected to be made available with the claim: covered environmental aspects or impacts, relevant standards, underlying studies or calculations, assumptions and limitations, certificate and verifier information where applicable, offset information where applicable, and a consumer-readable summary.

  • Legislative status field: proposal, Parliament position, Council general approach, national transposition rule, delegated act, implementing act, or other cited status; do not fill with guessed final-law dates.
  • Verifier field: verifier name, accreditation or environmental-verifier basis, conflict-of-interest statement, scope reviewed, date of verification, limitations, and certificate of conformity only if a certificate exists or is required by the applicable text.
  • Certificate field: certificate identifier, issuing verifier, issue date, maximum validity or review deadline where supported by cited sources, IMI or public-interface status where applicable, withdrawal or update record, and whether national authorities or courts may still assess the claim under UCPD rules.
  • Publication channel: packaging, label, web page, QR code, advertisement, point-of-sale material, marketplace listing, or other consumer-facing medium.
  • Consumer summary: plain-language scope, method, main result, limitations, use-phase instructions where relevant, and link or QR target for the detailed substantiation record.
  • Review trigger: new evidence, product or supplier change, method update, verifier finding, authority challenge, changed comparator, changed carbon-credit status, or the maximum review period stated by the applicable Green Claims text.
Section 5

Record ownership, decisions, and change control

A complete template still fails if nobody owns the fields or the release decision. Assign each claim to a marketing owner for public wording, a product or operations owner for the claimed boundary, a technical or sustainability owner for source data and calculations, a legal or compliance owner for the governing-rule path, and a publication owner who can stop or withdraw every variant.

Use controlled states instead of a free-text approval note. A practical sequence is draft, evidence pending, technical review, legal and consumer-law review, verifier review where an applicable route requires it, approved with stated conditions, published, suspended, withdrawn, or superseded. Record the reason, decision-maker, date, affected channels, and successor version each time the state changes.

  • Responsible owner: the person who maintains the field and supplies updates.
  • Accountable approver: the person who accepts the boundary, evidence limits, public wording, and release outcome.
  • Decision outcome: approve, approve with wording or placement conditions, hold for named evidence, route to another Union rule, or reject.
  • Version link: connect the approved claim text to each translation, artwork file, webpage, marketplace feed, label, QR destination, and substantiation summary.
  • Reassessment record: state the earliest data-expiry date and every event trigger, including supplier, composition, method, comparator, target, credit, certificate, legal-rule, complaint, or authority change.
  • Closure record: identify who removed the claim, where it was removed, whether consumers or customers need correction, and which evidence remains retained.
Primary sources

References and citations

commission.europa.eu
Referenced sections
  • Supports comparison fields requiring objective, relevant, verifiable comparisons using the same methods and assumptions.
"using the same methods"
data.consilium.europa.eu
Referenced sections
  • Supports claim-generator responsibility, review triggers, updated substantiation, certificate status, competent-authority action, and corrective outcomes.
"circumstances that may affect the accuracy"
eplca.jrc.ec.europa.eu
Referenced sections
  • Supports PEF validation-statement fields such as study version, commissioner, verifier, objective, result, limitations, issue date, and signature.
"validation statement"
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