ISO/FDIS 13662

Chain of custody — Mass balance — Requirements and guidelines

Titre manque

General Information

• Status: Not Published
• ICS: 03.100.01 - Company organization and management in general
• Technical Committee: ISO/TC 308 - Chain of custody
• Drafting Committee: ISO/TC 308 - Chain of custody
• Current Stage: 5020 - FDIS ballot initiated: 2 months. Proof sent to secretariat
• Start Date: 02-Sep-2025
• Completion Date: 02-Sep-2025

Standards Content (Sample)

FINAL DRAFT
International
Standard
ISO/TC 308
Chain of custody — Mass balance —
Secretariat: NEN
Requirements and guidelines
Voting begins on:
2025-09-02
Voting terminates on:
2025-10-28
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO­
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
Reference number
FINAL DRAFT
International
Standard
ISO/TC 308
Chain of custody — Mass balance —
Secretariat: NEN
Requirements and guidelines
Voting begins on:
Voting terminates on:
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
© ISO 2025
IN ADDITION TO THEIR EVALUATION AS
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO­
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
or ISO’s member body in the country of the requester.
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland Reference number
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Differentiation between chain of custody models . 6
4.1 General .6
4.2 Differences between the mass balance model and the controlled blending model .7
4.2.1 Credits and TIECs — Entries 1 and 5 .7
4.2.2 Geographical system boundary — Entry 2 .7
4.2.3 Item-based expectations — Entry 3 .7
4.2.4 Expectation of physical presence — (Entry 4) .7
4.2.5 Physical separation of material or products — Entries 6 and 7 .7
4.3 Differences between the mass balance model and the book and claim model .7
4.3.1 Credits and transferrable instruments with entitlement to claim (TIEC) —
Entries 1 and 5 .7
4.3.2 Geographical system boundary — Entry 2 .8
4.3.3 Administrative document flow and physical material or product flow — Entry 5 .8
5 Requirements for mass balance chain of custody model . 8
5.1 General .8
5.2 Set-up of a mass balance system .9
5.3 System boundary . .11
5.3.1 General requirements .11
5.3.2 Geographic area . 12
5.3.3 Balancing period. 12
5.4 Evaluation and claim periods . 12
5.4.1 Evaluation period . 12
5.4.2 Claim period . 13
5.5 Types of data, data sources and data quality . 13
5.6 Material and credit reconciliation . 13
5.7 Conversion and consumption factor .14
5.8 Avoidance of double counting in mass balance systems . 15
5.9 Returned materials and products . 15
6 Mass balance model implementation methods .15
6.1 Mass balance model rolling average percentage method . 15
6.2 Mass balance model credit method.16
6.2.1 General .16
6.2.2 Characteristics of mass balance model credits .17
6.2.3 Attribution principles .17
7 Claims and communication .18
7.1 General requirements .18
7.2 Business-to-business communication .19
7.3 Business-to-consumer communication . 20
Annex A (informative) Set-up of a mass balance model .21
Annex B (informative) Examples for setting up a credit account and utilization of conversion
and consumption factors for the credit method .22
Annex C (normative) Designation system for mass balance chain of custody model .27
Annex D (informative) Examples for designation system for mass balance model .35
Bibliography .44

iii
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
has been established has the right to be represented on that committee. International organizations,
governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely
with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 308, Chain of custody.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.

iv
Introduction
The mass balance model is one of five chain of custody models outlined in ISO 22095. A mass balance
model offers different methods for organisations to mix or co-process inputs with and without specified
characteristics while transparently documenting the movement of the inputs and their specified
characteristics. This is to ensure that the credits or specified characteristics are appropriately accounted
for and attributed to outputs within the same system boundary.
NOTE Mixing and co-processing includes activities where those in the value chain (i.e. brokers) do not physically
mix or co-process mass balanced material or products.
A mass balance model is ideally suited for certain situations, such as when identity preserved, segregated,
or controlled blending chain of custody models are not feasible. For instance, in some supply chains,
materials or products with specified characteristics are mixed or co-processed with materials or products
without specified characteristics. New materials or products are then produced. It is not possible to
distinguish which of these new materials or products were derived from inputs with, and without, specified
characteristics. However, the quantity of input with specified characteristics, such as renewable feedstock
or fair tr
...

Formatted: Left
Style Definition
ISO/DISFDIS 13662:2025(en)
...
Formatted: English (United Kingdom)
ISO/TC 308
Formatted: zzCover large
Secretariat: NEN
Formatted: Left: 1.5 cm, Right: 1.5 cm, Bottom: 1 cm,
Header distance from edge: 1.27 cm, Footer distance
Date: 2024-12-06 from edge: 1.27 cm
Formatted
...
Formatted: English (United Kingdom)
Formatted: English (United Kingdom)
Formatted: English (United Kingdom)
Formatted: Cover Title_A1
Chain of custody — Mass balance — Requirements and guidelines
FDIS stage
Formatted: Left
Internal
Formatted: HeaderCentered
Formatted: Font: Bold
Formatted: Adjust space between Latin and Asian text,
Adjust space between Asian text and numbers
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication
Formatted: Default Paragraph Font
may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying,
or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO
Formatted: Default Paragraph Font
at the address below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: + 41 22 749 01 11
EmailE-mail: [e-mail]
Website: www.iso.orgwww.iso.org
Published in Switzerland
Formatted: FooterPageRomanNumber
Internal
ii
ISO/DISFDIS 13662:2025(en)
Formatted: HeaderCentered, Left
Formatted: Font: Bold
Formatted: Font: Bold
Contents
Formatted: Adjust space between Latin and Asian text,
Adjust space between Asian text and numbers
Foreword . v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Differentiation between chain of custody models . 6
5 Requirements for mass balance chain of custody model . 9
6 Mass balance model implementation methods . 18
7 Claims and communication . 21
Annex A (informative) Set-up of a mass balance model . 25
Annex B (informative) Examples for setting up a credit account and utilization of conversion
and consumption factors for the credit method . 28
Annex C (normative) Designation system for mass balance chain of custody model . 36
Annex D (informative) Examples for designation system for mass balance model . 9
Bibliography . 19

Foreword . iv
Introduction . v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Differentiation between chain of custody models . 5
4.1 General . 5
4.2 Differences between the mass balance and the controlled blending model . 7
4.3 Differences between the mass balance and the book and claim model . 7
5 Requirements for mass balance chain of custody . 8
5.1 General . 8
5.2 Set-up of a mass balance system. 9
5.3 System boundary . 10
5.4 Time period . 11
5.5 Material and credit reconciliation . 12
5.6 Conversion and consumption factor . 13
5.7 Avoidance of double counting in mass balance systems . 14
5.8 Returned materials and products . 14
Formatted: FooterCentered, Left, Space Before: 0 pt,
Tab stops: Not at 17.2 cm
6 Mass balance implementation methods . 15
Formatted: Font: 10 pt
6.1 Mass balance rolling average percentage method . 15
6.2 Mass balance credit method . 15
Formatted: Font: 10 pt
7 Claims and communication requirements . 18
Formatted: Font: 10 pt
7.1 Claims . 18
Formatted: Font: 11 pt
7.2 Communication . 19
Formatted: FooterPageRomanNumber, Left, Space
Annex A (informative) Set-up of a mass balance system . 21
After: 0 pt, Tab stops: Not at 17.2 cm
© ISO 2025 – All rights reserved
Internal
iii
Formatted: HeaderCentered
Formatted: Font: Bold
Annex B (informative) Examples conversion and consumption factor for the credit method . 22
Annex C (normative) Designation system for mass balance chain of custody . 28
Annex D (informative) Examples for designation system for mass balance chain of custody . 35
Bibliography . 41
Formatted: FooterPageRomanNumber
Internal
iv
ISO/DISFDIS 13662:2025(en)
Formatted: Font: Bold
Formatted: HeaderCentered, Left
Formatted: Font: Bold
Foreword
Formatted: Adjust space between Latin and Asian text,
Adjust space between Asian text and numbers
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types of
ISO documents should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Field Code Changed
Formatted: English (United Kingdom)
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent rights
in respect thereof. As of the date of publication of this document, ISO had not received notice of (a) patent(s)
which may be required to implement this document. However, implementers are cautioned that this may not
represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents.www.iso.org/patents. ISO shall not be held responsible for identifying any or all such
patent rights.
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
Field Code Changed
Formatted: English (United Kingdom)
This document was prepared by Technical Committee ISO/TC 308, Chain of custody.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.htmlwww.iso.org/members.html.
Formatted: FooterCentered, Left, Space Before: 0 pt,
Tab stops: Not at 17.2 cm
Formatted: Font: 10 pt
Formatted: Font: 10 pt
Formatted: Font: 10 pt
Formatted: Font: 11 pt
Formatted: FooterPageRomanNumber, Left, Space
After: 0 pt, Tab stops: Not at 17.2 cm
© ISO 2025 – All rights reserved
Internal
v
Formatted: HeaderCentered
Formatted: Font: Bold
Introduction
The mass balance model is one of five chain of custody models outlined in ISO 22095. A mass balance model
Formatted: Default Paragraph Font
offers different methods for organisations to mix or co-process inputs with and without specified
Formatted: Default Paragraph Font
characteristics while transparently documenting the movement of the inputs and their specified
characteristics. This is to ensure that the credits or specified characteristics are appropriately accounted for
and attributed to outputs within the same system boundary.
NOTE Mixing and co-processing includes activities where those in the value chain (i.e. brokers) do not physically
Formatted: Adjust space between Latin and Asian text,
mix or co-process mass balanced material or products.
Adjust space between Asian text and numbers, Tab
stops: Not at 0.7 cm + 1.4 cm + 2.1 cm + 2.8 cm +
A mass balance model is ideally suited for certain situations, such as when identity preserved, segregated, or
3.5 cm + 4.2 cm + 4.9 cm + 5.6 cm + 6.3 cm + 7 cm
controlled blending chain of custody models are not feasible. For instance, in some supply chains, materials or
Formatted: Adjust space between Latin and Asian text,
products with specified characteristics are mixed or co-processed with materials or products without
Adjust space between Asian text and numbers
specified characteristics. New materials or products are then produced. It is not possible to distinguish which
of these new materials or products were derived from inputs with, and without, specified characteristics.
However, the quantity of input with specified characteristics, such as renewable feedstock or fair trade labour
practices, are in the system. Therefore, it becomes appropriate to pass forward those specified characteristics
through a chain of custody model. Many industries currently use a mass balance model including
transportation, agriculture, textiles, forestry, construction, chemicals, metals, steel, energy, glass, plastics,
organics and inorganics.
However, the mass balance model may be applied differently in the market based on the criteria selected. This
may create confusion and reduce its credibility among consumers, policy makers, standard setters, and other
stakeholders. This document provides guidance to explain the mass balance chain of custody model and limit
the risk of confusion on mass balance model communication (for example claims) in the marketplace and
throughout the value chain.
This document helps organizations outline technical choices, define system boundaries, and specify methods
of attribution. In addition, it provides guidance on communication and claims.
Formatted: FooterPageRomanNumber
Internal
vi
DRAFT International Standard ISO/DIS 13662:2025(en)

Chain of custody — Mass balance — Requirements and guidelines
...