# LBR4: Sustainability Integration

<table data-column-title-hidden data-view="cards" data-full-width="false"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><i class="fa-bullseye">:bullseye:</i> Maximum Score</td><td><strong>4 points</strong></td><td></td><td></td></tr><tr><td><i class="fa-pen-to-square">:pen-to-square:</i> Prefill</td><td><i class="fa-check">:check:</i> <strong>Eligible</strong></td><td></td><td></td></tr><tr><td><i class="fa-shield-check">:shield-check:</i> Validation</td><td><strong>Other answer is manually validated</strong></td><td></td><td></td></tr></tbody></table>

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**Does the lender include a sustainability overview in the investment committee document package?**

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## Assessment Instructions

<details>

<summary><strong>Intent</strong>: What is the purpose of this indicator?</summary>

Focus is on the lender's actions to systematically integrate sustainability-related attributes into the due diligence process. Participants should indicate the main components/metrics utilized.

</details>

<details>

<summary><strong>Input</strong>: How do I complete this indicator?</summary>

Select Yes or No. If Yes, please select applicable checkboxes and complete the open text box.

**Note:** Participants must report the minimum value threshold when the checkbox is selected.

**Open text box:** Description provided should fully support each checkbox selected, along with the following elements:

1. Describe key sustainability elements that are included in the due diligence scorecard/overview.
2. Elaborate on importance, prioritization, assigned weights, etc.

### **Terminology**

**Borrower scorecard**

> Document that outlines key sustainability attributes and risks of a borrower/sponsor.

**Loan scorecard**

> Document that outlines key sustainability attributes and risks related to the specific loan.

**Sustainability track record**

> Data that reflects the sustainability performance of a borrower or sponsor.

**Climate change risk**

> Risks associated with long-term change in climatic conditions or climate related events.

**Sustainability asset plan**

> A borrower’s long-term plan detailing how sustainability measures will be embedded into the property’s lifecycle.

</details>

<details>

<summary><strong>Validation</strong>: What evidence is required?</summary>

No evidence required. Only the 'Other' answer is manually validated.

#### **Other Answer** 

Answers provided under 'Other' must be outside the options listed in the indicator to be valid. This indicator contains two options to provide an answer:

1. Under 'Borrower or sponsor scorecard/overview' participants should note borrower-specific trigger metrics.
2. Under 'Loan-specific scorecard/overview' participants should note loan-specific trigger metrics.

<a href="/pages/utxKQNLSUKyW8QMeUwEi" class="button primary" data-icon="shield">Validation Basics</a>

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## Scoring

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<details>

<summary><strong>Scoring</strong>: How does GRESB score this indicator?</summary>

The scoring of this indicator is equal to the sum of the fractions assigned to the selected options and respective sub-options, multiplied by the total score of the indicator.

**Other:** The 'Other' answer is manually validated and assigned a score, which is used as a multiplying factor, as per the table below:

| Validation status | Score |
| ----------------- | ----- |
| Accepted          | 1/1   |
| Not Accepted      | 0     |
| Duplicate         | 0     |

**Open text box:** The open text box is not scored and is for reporting purposes only.

<a href="/pages/rseBFLKotMCNp5cMYQSL" class="button primary" data-icon="hundred-points">Scoring Basics</a>

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