LBR4: Sustainability Integration

bullseye Maximum Score

4 points

pen-to-square Prefill

check Eligible

shield-check Validation

Other answer is manually validated


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

Assessment Instructions

chevron-rightIntent: What is the purpose of this indicator?hashtag

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.

chevron-rightInput: How do I complete this indicator?hashtag

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.

chevron-rightValidation: What evidence is required?hashtag

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.

shieldValidation Basics

Scoring

chevron-rightScoring: How does GRESB score this indicator?hashtag

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.

hundred-pointsScoring Basics


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