LLM4: Monitoring Sustainability Metrics Post-Close

Maximum Score

2 points

Prefill

Eligible

Validation

Evidence and other answer are manually validated

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Does the lender utilize and maintain a sustainability-related data collection process for post-close loan monitoring?

Assessment Instructions

Intent: What is the purpose of this indicator?

Describe the approach to data collection and post-close sustainability metric monitoring, including the level of systematic record tracking. Participants should select the appropriate guidance level and specific monitoring metric components.

Input: How do I complete this indicator?

Select Yes or No. If Yes, please select all applicable checkboxes.

Terminology

Energy consumption

The use of energy by the asset.

Energy Rating

A scheme that measures the energy efficiency performance of buildings.

GHG emissions

GHGs refers to the seven gases listed in the GHG Protocol Corporate Standard: carbon dioxide (CO₂); methane (CH₄); nitrous oxide (N₂O); hydrofluorocarbons (HFCs); perfluorocarbons (PFCs); nitrogen trifluoride (NF₃) and sulfur hexafluoride (SF₆). They are expressed in CO₂ equivalents (CO₂e).

Green building certificate

Recognition that a project has received a green building rating. A certificate indicates the name and location of the project, version of the rating system, date of certification, and level of recognition.

Water consumption

The use of water resources by the asset.

Waste management

Issues associated with hazardous and non-hazardous waste generation, reuse, recycling, composting, recovery, incineration, landfill and on-site storage.

Validation: What evidence is required?

Evidence

Supporting evidence is mandatory via either hyperlink OR document upload. Evidence provided must clearly demonstrate each of the selected criteria, or will be deemed invalid.

Hyperlink: If providing a hyperlink, please ensure the relevant page is accessible within two steps.

Document upload: Participants may upload several documents to support each answer. When providing a document upload, it is mandatory to indicate where relevant information can be found within the document.

Evidence may include but are not limited to:

• policy document applicable to the entity / business unit that outlines the data gathering process,

• guidance document that describes how sustainability metrics are integrated into the loan monitoring process,

• a list of specific data points tracked to include update frequency.

Other Answer

Answers provided under 'Other' must be outside the options listed in the indicator to be valid. After selecting Yes, state the metrics that borrowers are required to systematically report.

Validation Basics

Scoring

Scoring: How does GRESB score this indicator?

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.

Evidence: The evidence is manually validated and assigned a multiplier, according to the table below. The evidence must support the validation requirements.

If any requirements are not met, the evidence may be partially accepted or not accepted depending on the level of alignment with the requirements.

Validation status	Multiplier
Accepted	2/2
Partially Accepted	1/2
Not Accepted	0

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

Scoring Basics

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