This guidance article provides step-by-step instructions on how to generate Facility Risk Scorecards in the RBA's Chemical Platform, which may be used for supply chain chemical usage data collection, risk analysis, and reporting to help satisfy regulatory, market, and customer requirements. To ensure apples-to-apples comparability between standard Facility Risk Scorecards and their overall Facility Risk Ratings, they must be generated in accordance with RBA's standardized Facility Risk Rating Methodology. For full details on this methodology, please reference the guidance article ‘How are Facility Risk Ratings calculated?’.

Note - Before using the Chemical Platform, RBA members and their suppliers need to gain access to and provision their Chemical Platform accounts with facilities, supplier facilities, and users in RBA-Online by following the guidance article ‘How to access the RBA's Chemical Platform?’.

Step 1: Setup Facility Profile

1. After logging into the Chemical Platform, navigate to the facility that you wish to generate a Facility Risk Scorecard for using the ‘Facility or Business’ dropdown menu in the upper right corner. In the facility interface, users follow five steps to generate Facility Risk Scorecards.
2. Starting with the ‘Facility’ step, review your facility profile data that is automatically populated from RBA-Online (e.g., Facility Information, Users, and Customers) to confirm accuracy.
   1. If any changes are needed, make them directly in RBA-Online by following the guidance article ‘How to access the RBA's Chemical Platform?’.
3. To finish setting up your facility profile data, add Product Lines to your facility by selecting ‘Add Product Line’. Users should split up or divide their facility operations by Product Lines to isolate or separate facility operations per customer (e.g., Product Line A for Customer A, Product Line B for Customers B and C, Product Line C for Customer D, etc.).
   1. Your facility must have at least one Product Line before continuing to the ‘Chemical Inventory’ step.
4. When finished setting up your facility's Product Lines, proceed to the ‘Chemical Inventory’ step by clicking the ‘Next Step’ button at lower right corner.

Step 2: Setup Chemical Inventory 

1. In the 'Chemical Inventory' step, setup or populate the facility's chemical inventory by uploading the safety data sheets (SDSs) of all chemical products used at the facility by clicking ‘Choose a file’ or drag-and-drop. Chemical product SDSs may be in various file types (PDF or images) and in various languages. 

   

2. As chemical product SDSs are uploaded, the automated SDS parsing feature will:
   1. Match chemical products to existing Chemical Product IDs (PDIDs) or create new PDIDs
   2. Assign unique SDS IDs to each chemical product SDS
   3. Pull key data from each chemical product SDS
      1. Section 1 - Product Name, Manufacturer Name, Manufacturer Country, etc.
      2. Section 2 - H-codes, P-codes
      3. Section 3 - CAS Registry Numbers, Percentages (min, max)
      4. Section 9 - Form, Specific Gravity, etc.
   4. Assign Product Hazard Ratings to each chemical product

Note - For details on Product Hazard Ratings methodology, see guidance article ‘How are Product Hazard Ratings assigned?’

3. If the automated SDS parsing feature appears to be delayed or stuck, please refresh the webpage.

4. If the automated SDS parsing feature is unable to successfully parse an uploaded SDS, the user will be prompted to add missing chemical product data by clicking the ‘Unable to Read SDS. Please Add Product Details’ button.
5. Review all chemical product data of all uploaded SDSs to confirm accuracy, and revise chemical product data as needed. When finished setting up your facility's Chemical Inventory, proceed to the ‘Product Lines’ step by clicking the ‘Next Step’ button at lower right corner.

Step 3: Add Product Consumption Data 

1. In the ‘Product Lines’ step, enter the annual amount consumed and unit of measurement (UOM) for each chemical product per Product Line. When done adding chemical product consumption data for a Product Line, click ‘Save Product Line’ button and proceed to next Product Line using the ‘Product Line’ dropdown menu.
   1. If ‘Form’ and/or ‘Specific Gravity’ data fields are not automatically filled based on parsed SDS data, return to previous step to add this missing data to the chemical product.
2. When finished adding chemical product consumption data to all Product Lines of the facility, proceed to the ‘Uses & Controls’ step by clicking the ‘Next Step’ button at lower right corner.

Step 4: Add Uses & Controls Data

1. In the ‘Uses & Controls’ step, specify the appropriate chemical product usage and exposure control data, which is used to calculate Exposure Ratings. All data in light blue columns is required, whereas data in grey columns is optional.
   1. For specifying the appropriate 'Chemical Role' data, please reference the following definitions:
      1. Process Chemical - Chemical products used during the manufacture of a product and/or operation and maintenance of related production equipment that are not intentionally added or incorporated into a product (e.g., cleaning agents, lubricants, photochemicals, plating agents, refrigerants, hydraulic fluids, solvents, and volatile chemicals emitted from adhesives, inks, and coatings during manufacturing).
      2. Chemical in Product - Chemical products containing chemicals that are intentionally added or incorporated into a product during manufacturing to achieve a particular property, reaction, or quality.
      3. Other - Any other chemical products consumed at the facility (e.g., building maintenance, wastewater treatment, landscaping, etc.).
   2. For specifying the appropriate ‘Application Method’, ‘Person’, ‘Ventilation’, ‘Training’, and ‘PPE’ data, please reference CEPN's PCDC Tool guidance.
   3. For specifying optional usage data in the dark grey column, please reference ECHA Guidance on Information Requirements and Chemical Safety Assessment - Chapter R.12: Use description.
   4. To exclude any chemical product usages from Facility Risk Scorecards, mark the check boxes in 'Exempt' column.

      

2. When finished adding chemical product usage and exposure control data to all Product Lines of the facility, proceed to the ‘Scorecard’ step by clicking the ‘Next Step’ button at lower right corner.

Step 5: Generate Facility Risk Scorecard 

1. In the ‘Scorecard’ step, preview the resulting standard Facility Risk Scorecard and overall Facility Risk Rating based on the facility's chemical product hazard scoring, annual consumption, usage, and exposure control data. Ensure the standard Facility Risk Scorecard is generated in accordance with the Facility Risk Rating Methodology by verifying that scorecard data accounts for all chemical products being consumed at the facility.
   1. For full details on this methodology, please reference the article ‘How are Facility Risk Ratings calculated?'

2. After verifying alignment with the Facility Risk Rating Methodology, generate the Facility Risk Scorecard by clicking the ‘Download PDF and Excel’ button.
   1. Facility Risk Scorecards include both the exported PDF and Excel files together. 
   2. Overall qualitative Facility Risk Ratings (e.g., Very High, High, Moderate, Low, Very Low) are automatically shared to facilities' customers in the Chemical Platform, which are visible to customers in the ‘Supply Chain’ tab of their company view. This is the only single data point that is automatically shared with facilities' customers.

3. To generate Custom Facility Risk Scorecards that are limited to specific Product Lines and/or Chemical Roles, use the Risk Scorecard Scope filter options.
   1. Standard and custom Facility Risk Scorecards may be shared outside of the Chemical Platform (e.g., email, shared folders, customer systems, etc.) with customers and stakeholders to help satisfy regulatory, market, and customer requirements.
   2. Custom Facility Risk Scorecards limited to only process chemicals and applicable Product Lines may be used to satisfy process chemical data collection and reporting requirements of RBA's Chemical Management Leadership Program and GEC's EPEAT-2025-COC 6.4.2 criterion.